wealthforge-ruby 1.1.1 → 2.0.0

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Files changed (44) hide show
  1. checksums.yaml +4 -4
  2. data/README.md +7 -37
  3. data/lib/wealthforge-ruby.rb +6 -8
  4. data/lib/wealthforge/configuration.rb +13 -11
  5. data/lib/wealthforge/connection.rb +76 -39
  6. data/lib/wealthforge/investment.rb +9 -84
  7. data/lib/wealthforge/issuer.rb +3 -31
  8. data/lib/wealthforge/offering.rb +1 -12
  9. data/lib/wealthforge/version.rb +1 -1
  10. metadata +24 -44
  11. data/.gitignore +0 -10
  12. data/.rspec +0 -2
  13. data/.travis.yml +0 -5
  14. data/Gemfile +0 -4
  15. data/Rakefile +0 -6
  16. data/fixtures/vcr_cassettes/all_investors.yml +0 -14242
  17. data/fixtures/vcr_cassettes/create_investor.yml +0 -42
  18. data/fixtures/vcr_cassettes/create_issuer.yml +0 -42
  19. data/fixtures/vcr_cassettes/create_offering.yml +0 -42
  20. data/fixtures/vcr_cassettes/create_subscription_agreement.yml +0 -42
  21. data/fixtures/vcr_cassettes/due_dilegence.yml +0 -42
  22. data/fixtures/vcr_cassettes/due_dilegence_file.yml +0 -275
  23. data/fixtures/vcr_cassettes/get_investment_by_id.yml +0 -127
  24. data/fixtures/vcr_cassettes/get_investments.yml +0 -9137
  25. data/fixtures/vcr_cassettes/get_investor.yml +0 -45
  26. data/fixtures/vcr_cassettes/get_issuer.yml +0 -46
  27. data/fixtures/vcr_cassettes/get_issuers.yml +0 -238
  28. data/fixtures/vcr_cassettes/get_offering_by_id.yml +0 -94
  29. data/fixtures/vcr_cassettes/get_subscription_agreement.yml +0 -40
  30. data/fixtures/vcr_cassettes/investment_account.yml +0 -44
  31. data/fixtures/vcr_cassettes/investment_certificate.yml +0 -77
  32. data/fixtures/vcr_cassettes/investment_status.yml +0 -81
  33. data/fixtures/vcr_cassettes/list_offerings.yml +0 -375
  34. data/fixtures/vcr_cassettes/redirect_url.yml +0 -42
  35. data/fixtures/vcr_cassettes/request_investment_approval.yml +0 -48
  36. data/fixtures/vcr_cassettes/request_subscription_approval.yml +0 -48
  37. data/fixtures/vcr_cassettes/subscription_agreement.yml +0 -153
  38. data/fixtures/vcr_cassettes/term_sheets.yml +0 -183
  39. data/fixtures/vcr_cassettes/update_investment.yml +0 -87
  40. data/fixtures/vcr_cassettes/update_investment_account.yml +0 -44
  41. data/fixtures/vcr_cassettes/update_investor.yml +0 -80
  42. data/fixtures/vcr_cassettes/upload_accreditation_files.yml +0 -78
  43. data/lib/wealthforge/investor.rb +0 -37
  44. data/wealthforge-ruby.gemspec +0 -34
data/fixtures/vcr_cassettes/create_investor.yml DELETED
@@ -1,42 +0,0 @@
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- ---
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- http_interactions:
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- - request:
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- method: post
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- uri: https://sandbox.capitalforge.com/capitalforge-transaction/api/investor
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- body:
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- encoding: UTF-8
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- string: '{"address":"123 Test Rd.","name":"API Investor","state":"VA","signature":"","country":"US","uid":null,"address2":null,"city":"Richmond","zip":"23229","investorUrl":"http://fundroom.com/apitest","phone":"(804)-555-1234","taxId":"112-22-3333","accredited":true,"dob":"1942-07-04","email":"wealthforge_api_investor@fundroom.com","investmentTimeline":"LESS_THAN_YEAR","accreditation":"INCOME","investmentRisk":"AGGRESSIVE","investorType":"INDIVIDUAL","logo":"
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- https://cdn0.iconfinder.com/data/icons/Personal_loan-512.png","income":10000000,"netWorth":null,"accreditedOther":null,"eligibleInvestAmount":null,"status":"INVESTOR_ACTIVE","yearVerified":""}'
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- headers:
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- User-Agent:
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- - Faraday v0.10.1
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- Content-Type:
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- - application/json
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- Accept-Encoding:
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- - gzip;q=1.0,deflate;q=0.6,identity;q=0.3
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- Accept:
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- - "*/*"
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- response:
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- status:
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- code: 200
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- message: OK
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- headers:
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- Date:
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- - Fri, 05 May 2017 02:14:09 GMT
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- Server:
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- - Apache/2.4.18 (Amazon) OpenSSL/1.0.1k-fips
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- Content-Type:
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- - application/json
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- Access-Control-Allow-Origin:
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- - "*"
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- Transfer-Encoding:
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- - chunked
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- body:
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- encoding: UTF-8
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- string: '{"data":{"id":"007e8578-6841-4106-8fad-fb6ed64ed293","investmentTimeline":{"code":"LESS_THAN_YEAR","name":"Less
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- than 2 years"},"country":{"code":"US","name":null},"state":{"code":"VA","name":null,"hidden":null},"accreditation":{"code":"INCOME","name":null,"metadata":null,"sequence":null,"active":null,"version":null,"updatedAt":null,"hidden":null},"investmentRisk":{"code":"AGGRESSIVE","name":"Speculative"},"investorType":{"code":"INDIVIDUAL","name":null,"metadata":null,"sequence":null,"active":null,"updatedAt":null,"hidden":null},"investorSubType":null,"status":{"code":"INVESTOR_ACTIVE","name":null,"metadata":null,"sequence":null,"active":null,"updatedAt":null,"hidden":null},"name":"API
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- Investor","logo":" https://cdn0.iconfinder.com/data/icons/Personal_loan-512.png","city":"Richmond","investorUrl":"http://fundroom.com/apitest","address":"123
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- Test Rd.","address2":null,"phone":"(804)-555-1234","zip":"23229","signature":"","taxId":"112-22-3333","uid":null,"accredited":true,"dob":-867700800000,"income":10000000,"netWorth":null,"accreditedOther":null,"eligibleInvestAmount":null,"email":"wealthforge_api_investor@fundroom.com","purchaseRepExists":null,"purchaseRepName":null,"purchaseRepAddress":null,"purchaseRepAddress2":null,"purchaseRepCity":null,"purchaseRepState":null,"purchaseRepZip":null,"existingRelationship":null,"existingRelationshipName":null,"existingRelationshipYears":null,"existingRelationshipNature":null,"yearVerified":"","accreditationFile":null,"ssn":"112-22-3333"},"status":200,"code":null,"errors":[],"messages":[]}'
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- http_version:
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- recorded_at: Fri, 05 May 2017 02:14:09 GMT
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- recorded_with: VCR 3.0.3
data/fixtures/vcr_cassettes/create_issuer.yml DELETED
@@ -1,42 +0,0 @@
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- ---
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- http_interactions:
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- - request:
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- method: post
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- uri: https://sandbox.capitalforge.com/capitalforge-transaction/api/issuer
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- body:
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- encoding: UTF-8
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- string: '{"address":"124 Investor Way","city":"Boston","state":"MA","zip":"02139","country":{"code":"US"},"busName":"LexShares","accountingFirm":"Accountants,
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- LLC","founderName":"James Smith","stateOfFormation":{"code":"MA"},"entityType":{"code":"ENTITY_TYPE_LLC"},"founderTitle":"CEO","dateOfFormation":"2001-11-01","ein":"999999999","email":"wealthforge_api_test@mailinator.com","phone":"2125551234","busLogo":"http://unews.utah.edu/wp-content/uploads/Cash.jpg"}'
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- headers:
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- User-Agent:
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- - Faraday v0.10.1
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- Content-Type:
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- - application/json
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- Accept-Encoding:
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- - gzip;q=1.0,deflate;q=0.6,identity;q=0.3
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- Accept:
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- - "*/*"
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- response:
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- status:
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- code: 200
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- message: OK
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- headers:
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- Date:
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- - Thu, 25 May 2017 02:48:13 GMT
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- Server:
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- - Apache/2.4.18 (Amazon) OpenSSL/1.0.1k-fips
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- Content-Type:
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- - application/json
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- Access-Control-Allow-Origin:
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- - "*"
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- Transfer-Encoding:
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- - chunked
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- body:
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- encoding: UTF-8
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- string: '{"data":{"id":"4056d199-53e1-4503-b963-be295bd8f135","country":{"code":"US","name":null},"stateOfFormation":{"code":"MA","name":null,"hidden":null},"state":{"code":"MA","name":null,"hidden":null},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":null,"metadata":null,"sequence":null,"active":null,"updatedAt":null,"hidden":null},"busName":"LexShares","busLogo":"http://unews.utah.edu/wp-content/uploads/Cash.jpg","founderTitle":"CEO","founderName":"James
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- Smith","email":"wealthforge_api_test@mailinator.com","ssn":null,"ein":"999999999","uid":null,"address":"124
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- Investor Way","address2":null,"phone":"2125551234","city":"Boston","zip":"02139","issuerUrl":null,"accountingFirm":"Accountants,
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- LLC","dateOfFormation":1004572800000},"status":200,"code":null,"errors":[],"messages":[]}'
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- http_version:
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- recorded_at: Thu, 25 May 2017 02:48:13 GMT
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- recorded_with: VCR 3.0.3
data/fixtures/vcr_cassettes/create_offering.yml DELETED
@@ -1,42 +0,0 @@
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- ---
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- http_interactions:
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- - request:
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- method: post
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- uri: https://sandbox.capitalforge.com/capitalforge-transaction/api/offering/setup
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- body:
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- encoding: UTF-8
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- string: '{"maxRaise":123000,"minRaise":15000,"dateStart":"2018-01-01","dateEnd":"2019-11-01","issuer":"4056d199-53e1-4503-b963-be295bd8f135","offerDetails":[{"issued":250,"offerDetailType":"EQUITY","instrumentType":"SHARE_COMMON","regulationType":"EXEMPTION_506C","minInvestment":2500}]}'
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- headers:
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- User-Agent:
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- - Faraday v0.10.1
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- Content-Type:
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- - application/json
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- Accept-Encoding:
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- - gzip;q=1.0,deflate;q=0.6,identity;q=0.3
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- Accept:
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- - "*/*"
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- response:
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- status:
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- code: 200
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- message: OK
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- headers:
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- Date:
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- - Thu, 25 May 2017 02:48:59 GMT
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- Server:
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- - Apache/2.4.18 (Amazon) OpenSSL/1.0.1k-fips
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- Content-Type:
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- - application/json
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- Access-Control-Allow-Origin:
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- - "*"
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- Transfer-Encoding:
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- - chunked
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- body:
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- encoding: UTF-8
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- string: '{"data":{"id":"5b160e3f-553d-49c5-aef0-057ca262f88c","status":{"code":"OFFERING_INPROGRESS","name":null,"metadata":null,"sequence":null,"active":null,"updatedAt":null,"hidden":null},"paymentStatus":null,"escrowStatus":null,"wfStatus":null,"escrowAccount":null,"feeAccount":null,"clientAccount":null,"issuer":{"id":"4056d199-53e1-4503-b963-be295bd8f135","country":{"code":"US","name":"United
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- States"},"stateOfFormation":{"code":"MA","name":"Massachusetts","hidden":false},"state":{"code":"MA","name":"Massachusetts","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"LexShares","busLogo":"http://unews.utah.edu/wp-content/uploads/Cash.jpg","founderTitle":"CEO","founderName":"James
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- Smith","email":"wealthforge_api_test@mailinator.com","ssn":null,"ein":"999999999","uid":null,"address":"124
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- Investor Way","address2":null,"phone":"2125551234","city":"Boston","zip":"02139","issuerUrl":null,"accountingFirm":"Accountants,
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- LLC","dateOfFormation":1004572800000},"escrow":null,"previouslyRaised":null,"minRaise":15000,"maxRaise":123000,"amountRaised":null,"clientFee":null,"clientCommission":null,"totalNotes":null,"totalShare":null,"totalSharesAuthorized":null,"totalSharesOutstanding":null,"totalNotesOutstanding":null,"metMinRaise":null,"signed":null,"dateStart":1514764800000,"dateEnd":1572566400000,"paymentOptions":[],"offerDetails":[{"id":"68c44e84-f1a6-4510-8d11-afa4b2656820","offering":"5b160e3f-553d-49c5-aef0-057ca262f88c","instrumentType":{"code":"SHARE_COMMON","name":null,"metadata":null,"sequence":null,"active":null,"updatedAt":null,"hidden":null},"status":null,"regulationType":{"code":"EXEMPTION_506C","name":null,"metadata":null,"sequence":null,"active":null,"offerDetailType":null,"updatedAt":null,"hidden":null},"offerDetailType":{"code":"EQUITY","name":null,"metadata":null,"sequence":null,"active":null,"updatedAt":null,"hidden":null},"postMoneyValuation":null,"preMoneyValuation":null,"minRaise":null,"maxRaise":null,"amountRaised":null,"minInvestment":2500,"interestRate":null,"valuationCap":null,"discount":null,"debtYears":null,"maturity":null,"paymentFrequency":null,"price":null,"issued":250}],"title":null},"status":200,"code":null,"errors":[],"messages":[]}'
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- http_version:
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- recorded_at: Thu, 25 May 2017 02:48:59 GMT
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- recorded_with: VCR 3.0.3
data/fixtures/vcr_cassettes/create_subscription_agreement.yml DELETED
@@ -1,42 +0,0 @@
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- ---
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- http_interactions:
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- - request:
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- method: put
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- uri: https://sandbox.capitalforge.com/capitalforge-transaction/api/investment/d8cd4024-46aa-4858-9ff1-b10961ec6186/subscriptionAgreement
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- body:
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- encoding: UTF-8
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- string: 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86
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87
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96
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97
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200
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202
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210
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211
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214
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216
- / navbar-fixed-top -->\r\n \t<link media=\"screen, projection\" rel=\"stylesheet\"
217
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218
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219
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221
- src=\"/capitalforge-transaction/js/global.min.js\"></script>\r\n\t\t<!--[if
222
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223
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224
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225
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230
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231
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232
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233
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234
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237
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238
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239
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240
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241
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242
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243
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244
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247
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248
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249
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250
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251
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252
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253
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254
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255
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256
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257
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271
- class=\"wicket-ajax-indicator\" id=\"id2--ajax-indicator\"><img src=\"../../../../wicket/resource/org.apache.wicket.ajax.AbstractDefaultAjaxBehavior/indicator-ver-03CE3DCC84AF110E9DA8699A841E5200.gif\"
272
- alt=\"\"/></span>\r\n\t</body>\r\n</html>\r\n"
273
- http_version:
274
- recorded_at: Wed, 26 Apr 2017 03:12:38 GMT
275
- recorded_with: VCR 3.0.3