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/get_investor.yml DELETED
@@ -1,45 +0,0 @@
1
- ---
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- http_interactions:
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- - request:
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- method: get
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- uri: https://sandbox.capitalforge.com/capitalforge-transaction/api/investor/007e8578-6841-4106-8fad-fb6ed64ed293
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- body:
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- encoding: US-ASCII
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- string: ''
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- headers:
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- User-Agent:
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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, 09 Jun 2017 15:40:53 GMT
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- Server:
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- - Apache/2.4.18 (Amazon) OpenSSL/1.0.1k-fips
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- Cache-Control:
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- - private
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- Expires:
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- - Wed, 31 Dec 1969 19:00:00 EST
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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":null,"name":null},"country":{"code":"US","name":"United
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- States"},"state":{"code":"VA","name":"Virginia","hidden":false},"accreditation":{"code":"INCOME","name":"Income","metadata":null,"sequence":2,"active":true,"version":"2.0","updatedAt":1450899477335,"hidden":false},"investmentRisk":{"code":null,"name":null},"investorType":{"code":"INDIVIDUAL","name":"Individual","metadata":null,"sequence":null,"active":true,"updatedAt":1389792976423,"hidden":false},"investorSubType":null,"status":{"code":"INVESTOR_ACTIVE","name":"Active","metadata":null,"sequence":2,"active":null,"updatedAt":1387360828185,"hidden":null},"name":"Updated
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- Name","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":null,"taxId":"112-22-3333","uid":null,"accredited":true,"dob":-867700800000,"income":10000000.00,"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":null,"accreditationFile":null,"ssn":null},"status":200,"code":null,"errors":[],"messages":[]}'
43
- http_version:
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- recorded_at: Fri, 09 Jun 2017 15:40:53 GMT
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- recorded_with: VCR 3.0.3
data/fixtures/vcr_cassettes/get_issuer.yml DELETED
@@ -1,46 +0,0 @@
1
- ---
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- http_interactions:
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- - request:
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- method: get
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- uri: https://sandbox.capitalforge.com/capitalforge-transaction/api/issuer/cc8033ee-cbd9-41b3-a02b-d4aa922a9829
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- body:
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- encoding: US-ASCII
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- string: ''
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- headers:
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- User-Agent:
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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, 09 Jun 2017 15:40:54 GMT
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- Server:
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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":"cc8033ee-cbd9-41b3-a02b-d4aa922a9829","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
41
- 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,
43
- LLC","dateOfFormation":1004572800000},"status":200,"code":null,"errors":[],"messages":[]}'
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- http_version:
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- recorded_at: Fri, 09 Jun 2017 15:40:54 GMT
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- recorded_with: VCR 3.0.3
data/fixtures/vcr_cassettes/get_issuers.yml DELETED
@@ -1,238 +0,0 @@
1
- ---
2
- http_interactions:
3
- - request:
4
- method: get
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- uri: https://sandbox.capitalforge.com/capitalforge-transaction/api/issuer
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- body:
7
- encoding: US-ASCII
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- string: ''
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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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- 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, 12 May 2017 03:33:39 GMT
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- Server:
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- string: '{"data":[{"id":"97e6332e-2f0f-461a-b5af-af22fe3ba0ee","country":{"code":"US","name":"United
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- States"},"stateOfFormation":{"code":"NJ","name":"New Jersey","hidden":false},"state":{"code":"NY","name":"New
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- York","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"LexInvest
42
- ACH","busLogo":"https://www.fakecorp.com/assets/fakecorp-logo-e240ae59319eaeca74cf80bfb738aa05.png","founderTitle":"Manager","founderName":"Jay
43
- Greenberg","email":"jaygberg@gmail.com","ssn":null,"ein":"464485031","uid":null,"address":"33
44
- Whitehall Street","address2":null,"phone":null,"city":"New York","zip":"10004","issuerUrl":null,"accountingFirm":"Downey
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- & Co. LLP","dateOfFormation":1405382400000},{"id":"293f5324-74aa-4a5f-bde7-318a3ff4e3cb","country":{"code":"US","name":"United
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- States"},"stateOfFormation":{"code":"AR","name":"Arkansas","hidden":false},"state":{"code":"NY","name":"New
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- York","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"WannaSue
48
- - Lex","busLogo":"https://www.fakecorp.com/assets/fakecorp-logo-e240ae59319eaeca74cf80bfb738aa05.png","founderTitle":null,"founderName":null,"email":"dino+remoteacct@anotherplace.is","ssn":null,"ein":"123456789","uid":null,"address":"33
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- Whitehall Street","address2":null,"phone":null,"city":"New York","zip":"10004","issuerUrl":null,"accountingFirm":"Downey
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- & Co. LLP","dateOfFormation":1365811200000},{"id":"18734d6b-0052-42ff-a15c-f4deee82ab3b","country":{"code":"US","name":"United
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- States"},"stateOfFormation":{"code":"AL","name":"Alabama","hidden":false},"state":{"code":"NY","name":"New
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- York","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"SSN
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- Business","busLogo":"https://www.fakecorp.com/assets/fakecorp-logo-e240ae59319eaeca74cf80bfb738aa05.png","founderTitle":null,"founderName":null,"email":"dino+remote@anotherplace.is","ssn":null,"ein":"123456789","uid":null,"address":"33
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- Whitehall Street","address2":null,"phone":null,"city":"New York","zip":"10004","issuerUrl":null,"accountingFirm":"Downey
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- & Co. LLP","dateOfFormation":1331683200000},{"id":"2cef45e1-cfd7-4c55-83a9-bed44ed13b55","country":{"code":"US","name":"United
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- States"},"stateOfFormation":{"code":"NJ","name":"New Jersey","hidden":false},"state":{"code":"NY","name":"New
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- York","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"LexInvestSSN
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- LLC","busLogo":"https://www.fakecorp.com/assets/fakecorp-logo-e240ae59319eaeca74cf80bfb738aa05.png","founderTitle":"Manager","founderName":"Jay
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- Greenberg","email":"jaygberg@gmail.com","ssn":null,"ein":"123456789","uid":null,"address":"33
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- Whitehall Street","address2":null,"phone":null,"city":"New York","zip":"10004","issuerUrl":null,"accountingFirm":"Downey
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- & Co. LLP","dateOfFormation":1429488000000},{"id":"c3c75334-6c14-46b4-ab97-316211cad52c","country":{"code":"US","name":"United
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- States"},"stateOfFormation":{"code":"NJ","name":"New Jersey","hidden":false},"state":{"code":"NY","name":"New
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- York","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"LexVESTOR","busLogo":"https://www.fakecorp.com/assets/fakecorp-logo-e240ae59319eaeca74cf80bfb738aa05.png","founderTitle":"Manager","founderName":"Jay
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- Greenberg","email":"jaygberg@gmail.com","ssn":null,"ein":"123456789","uid":null,"address":"33
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- Whitehall Street","address2":null,"phone":null,"city":"New York","zip":"10004","issuerUrl":null,"accountingFirm":"Downey
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- & Co. LLP","dateOfFormation":1430438400000},{"id":"9ed3bdd0-4502-4fdb-93df-db7fe474c71c","country":{"code":"US","name":"United
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- States"},"stateOfFormation":{"code":"AK","name":"Alaska","hidden":false},"state":{"code":"NY","name":"New
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- Greenberg","email":"test@anotherplace.is","ssn":null,"ein":"00-1234567","uid":null,"address":"33
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- Whitehall Street","address2":null,"phone":null,"city":"New York","zip":"10004","issuerUrl":null,"accountingFirm":"Downey
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- & Co. LLP","dateOfFormation":1431993600000},{"id":"17c36754-18bf-4b1b-8299-bcec6bf3baa2","country":{"code":"US","name":"United
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- States"},"stateOfFormation":{"code":"AK","name":"Alaska","hidden":false},"state":{"code":"NY","name":"New
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- Greenberg","email":"test@anotherplace.is","ssn":null,"ein":"123456789","uid":null,"address":"33
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- Whitehall Street","address2":null,"phone":null,"city":"New York","zip":"10004","issuerUrl":null,"accountingFirm":"Downey
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- 15 LLC","busLogo":"https://www.fakecorp.com/assets/fakecorp-logo-e240ae59319eaeca74cf80bfb738aa05.png","founderTitle":"Manager","founderName":"Jay
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- Business","busLogo":"https://www.fakecorp.com/assets/fakecorp-logo-e240ae59319eaeca74cf80bfb738aa05.png","founderTitle":"Manager","founderName":"Jay
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- Greenberg","email":"testcorp@example.com","ssn":null,"ein":"485926485","uid":null,"address":"33
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- Business","busLogo":"https://www.fakecorp.com/assets/fakecorp-logo-e240ae59319eaeca74cf80bfb738aa05.png","founderTitle":"Manager","founderName":"Jay
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- Greenberg","email":"testcorp@example.com","ssn":null,"ein":"485926485","uid":null,"address":"33
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- Whitehall Street","address2":null,"phone":null,"city":"New York","zip":"10004","issuerUrl":null,"accountingFirm":"Downey
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- States"},"stateOfFormation":{"code":"NJ","name":"New Jersey","hidden":false},"state":{"code":"NY","name":"New
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- York","hidden":false},"status":null,"entityType":{"code":"ENTITY_TYPE_LLC","name":"LLC","metadata":null,"sequence":1,"active":true,"updatedAt":1382459455000,"hidden":false},"busName":"LexInvest
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- 16 LLC","busLogo":"https://www.fakecorp.com/assets/fakecorp-logo-e240ae59319eaeca74cf80bfb738aa05.png","founderTitle":"Manager","founderName":"Jay
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- Greenberg","email":"jaygberg@gmail.com","ssn":null,"ein":"331515159","uid":null,"address":"33
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86
- D Exemption 506(c) Equity - General Solicitation: is considered a \"safe harbor\"
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- for the private offering exemption of Section 4(2) of the Securities Act.
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- Companies relying on the Rule 506(c) exemption can raise an unlimited amount
89
- of money in exchange for a percentage of ownership. The company may sell its
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- securities to an unlimited number of \"accredited investors\". (See Link:
91
- http://www.sec.gov/answers/rule506.htm for more information)</p>","sequence":12,"active":false,"offerDetailType":{"code":"EQUITY","name":"Equity","metadata":null,"sequence":null,"active":true,"updatedAt":1382473855000,"hidden":false},"updatedAt":1390405001963,"hidden":true},"offerDetailType":{"code":"EQUITY","name":"Equity","metadata":null,"sequence":null,"active":true,"updatedAt":1382473855000,"hidden":false},"postMoneyValuation":400000.00,"preMoneyValuation":null,"minRaise":399999.00,"maxRaise":400000.00,"amountRaised":null,"minInvestment":5000.00,"interestRate":null,"valuationCap":null,"discount":null,"debtYears":null,"maturity":null,"paymentFrequency":null,"price":1.00,"issued":400000}],"title":null},"status":200,"code":null,"errors":[],"messages":[]}'
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- http_version:
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- recorded_at: Tue, 13 Jun 2017 14:55:55 GMT
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data/fixtures/vcr_cassettes/get_subscription_agreement.yml DELETED
@@ -1,40 +0,0 @@
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- ---
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- http_interactions:
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- - request:
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- method: get
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- uri: https://sandbox.capitalforge.com/capitalforge-transaction/api/investment/d8cd4024-46aa-4858-9ff1-b10961ec6186/subscriptionAgreement
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- - "*/*"
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- status:
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- code: 500
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- headers:
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- Date:
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- - Wed, 03 May 2017 02:11:10 GMT
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- encoding: UTF-8
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- string: '{"data":null,"status":500,"code":"NXDQUZD5BD","errors":[],"messages":[]}'
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- http_version:
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- recorded_at: Wed, 03 May 2017 02:11:10 GMT
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- recorded_with: VCR 3.0.3