wealthforge-ruby 1.1.1 → 2.0.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
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
@@ -1,42 +0,0 @@
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- method: put
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- uri: https://sandbox.capitalforge.com/capitalforge-transaction/api/investment/d8cd4024-46aa-4858-9ff1-b10961ec6186/approve
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- Smith","number":"***4567","routing":"011103093","numberHint":null},"investor":{"id":"fee3a56d-7426-4f01-9a0a-3a3315095a20","investmentTimeline":{"code":null,"name":null},"country":null,"state":{"code":"GA","name":"Georgia","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":"Bigly
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- Investor","logo":null,"city":"Lawrence","investorUrl":null,"address":"18 Big
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- Tron","address2":null,"phone":"124-123-1212","zip":"02139","signature":null,"taxId":null,"uid":null,"accredited":true,"dob":757400400000,"income":null,"netWorth":null,"accreditedOther":null,"eligibleInvestAmount":null,"email":"dino.simone+123tester@fakecorp.com","purchaseRepExists":false,"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":"123-12-1212"},"wfStatus":null,"dateStart":null,"dateEnd":null,"investAmount":5555.00,"expectedReturn":null,"percentageOwnership":null,"inMinRaiseAchieved":null,"uuidCertificate":null,"amount":7500},"status":200,"code":null,"errors":[],"messages":[]}'
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- http_interactions:
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- method: put
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- Investor","logo":null,"city":"Lawrence","investorUrl":null,"address":"18 Big
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- Tron","address2":null,"phone":"124-123-1212","zip":"02139","signature":null,"taxId":null,"uid":null,"accredited":true,"dob":757400400000,"income":null,"netWorth":null,"accreditedOther":null,"eligibleInvestAmount":null,"email":"dino.simone+123tester@fakecorp.com","purchaseRepExists":false,"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":"123-12-1212"},"wfStatus":null,"dateStart":null,"dateEnd":null,"investAmount":5555.00,"expectedReturn":null,"percentageOwnership":null,"inMinRaiseAchieved":null,"uuidCertificate":null,"amount":7500},"status":200,"code":null,"errors":[],"messages":[]}'
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- initial-scale=1.0\" />\r\n\t <meta name=\"description\" content=\"\" />\r\n\t
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- \ <meta name=\"author\" content=\"WealthForge Holdings, Inc.\" />\r\n\t
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- \ <title>Page Not Found</title>\r\n\t<link rel=\"stylesheet\" type=\"text/css\"
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- \ \r\n\t<div class=\"navbar navbar-fixed-top\" role=\"navigation\">\r\n
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- \ \t<div class=\"container-fluid\">\r\n \t\t\r\n \t\t<div class=\"mainlogo\">\r\n
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- \ \t\t\t<a id=\"clientheadSite\" href=\"#\" title=\"CapitalForge\"><img
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- src=\"https://sandbox.capitalforge.com/wfcontent/capitalforge/img/capitalforge_logo-175x31.png\"
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- class=\"img-responsive\"></a>\r\n \t\t</div>\r\n \t\t\r\n \t\t<div
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- class=\"navbar-header\">\r\n \t\t\t<button type=\"button\" class=\"navbar-toggle\"
63
- data-toggle=\"collapse\" data-target=\".navbar-collapse\">\r\n\t \t\t\t<span
64
- class=\"icon-bar\"></span>\r\n\t\t\t <span class=\"icon-bar\"></span>\r\n\t\t\t
65
- \ <span class=\"icon-bar\"></span>\r\n\t\t \t</button>\r\n\t\t
66
- \ </div> <!-- / navbar-header -->\r\n\t\t\t<div class=\"collapse navbar-collapse\">\r\n\t\t\t\t<div
67
- class=\"btn-settings visible-md-lg btn-group\">\r\n\t\t\t\t\t<button type=\"button\"
68
- class=\"dropdown-toggle\" data-toggle=\"dropdown\"><i class=\"fa fa-caret-down\"></i></button>\r\n\t\t\t\t\t<ul
69
- class=\"dropdown-menu\" role=\"menu\">\r\n\t\t\t\t\t\t<li><a href=\"../../../../privacy\">Privacy
70
- Policy</a></li>\r\n\t\t\t\t\t\t<li><a href=\"../../../../terms\">Terms of
71
- Service</a></li>\r\n\t\t\t\t\t\t<li><a data-toggle=\"modal\" href=\"#support\">Support</a></li>\r\n\t\t\t\t\t\t<li>\r\n\t\t
72
- \ \t\t\t\r\n\t\t \t\t\t</li>\r\n\t\t\t\t\t</ul>\r\n\t\t\t\t</div>\r\n\t\t\t\t<ul
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74
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75
- class=\"hidden-md-lg\"></li> \r\n\t <li class=\"hidden-md-lg\"></li>
76
- \r\n\t <li class=\"hidden-md-lg\"></li> \r\n\t <li
77
- class=\"hidden-md-lg\"></li> \r\n\t <li class=\"hidden-md-lg\"></li>
78
- \r\n\t <li class=\"hidden-md-lg\"></li> \r\n\t <li
79
- class=\"hidden-md-lg\"></li>\r\n\t <li class=\"hidden-md-lg\"><a
80
- href=\"../../../.././privacy\">Privacy Policy</a></li>\r\n\t\t\t\t\t<li class=\"hidden-md-lg\"><a
81
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83
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84
- \ \t\t</li>\r\n\t\t\t\t \t<li>\r\n\t\t\t\t \t\t\r\n\t\t\t\t \t</li>\r\n\t\t\t\t</ul>\r\n\t\t\t</div><!--
85
- / collapse -->\r\n\t\t\t\r\n \t</div><!-- / container -->\r\n </div><!--
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- / navbar-fixed-top -->\r\n \t<link media=\"screen, projection\" rel=\"stylesheet\"
87
- type=\"text/css\" href=\"/capitalforge-transaction/core/css/core.min.css\">\r\n
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- \ \t<link media=\"all\" rel=\"stylesheet\" type=\"text/css\" href=\"/capitalforge-transaction/core/css/toastr.min.css\">\r\n\t\t<script
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- src=\"/capitalforge-transaction/js/jquery.js\"></script>\r\n\t\t<script src=\"/capitalforge-transaction/js/toastr.js\"></script>\r\n\t\t<script
90
- src=\"/capitalforge-transaction/js/bootstrap.min.js\"></script>\r\n\t\t<script
91
- src=\"/capitalforge-transaction/js/global.min.js\"></script>\r\n\t\t<!--[if
92
- lt IE 9]>\r\n\t\t<meta http-equiv=\"X-UA-Compatible\" content=\"IE=edge\">\r\n\t\t<script
93
- src=\"/capitalforge-transaction/js/html5shiv-printshiv.min.js\"></script>\r\n\t\t<script
94
- src=\"/capitalforge-transaction/js/html5shiv.min.js\"></script>\r\n\t\t<script
95
- src=\"/capitalforge-transaction/js/respond.min.js\"></script>\r\n\t\t<![endif]-->\r\n</span><span
96
- style=\"display:none;\" class=\"wicket-ajax-indicator\" id=\"id4--ajax-indicator\"><img
97
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- alt=\"\"/></span>\r\n\r\n\t\t\t<div class=\"container\"> <!-- main body content
99
- container -->\r\n\t\t\t\t<div class=\"\"> <!-- main body well -->\r\n\t\t\t\t\t<h2>Page
100
- Not Found</h2>\r\n\t\t\t\t\t<p>Please contact <a href=\"mailto:technicalsupport@wealthforge.com\">support</a>,
101
- inform them of the referring page, and provide as much detail as possible
102
- about the steps you were performing when you encountered the error.</p>\r\n\t\t\t\t</div>
103
- <!-- / main body well -->\r\n\t\t\t</div> <!-- / main body content container
104
- -->\r\n\t\t</div><!-- / maincontain -->\r\n\t\t<span>\r\n\t<footer>\r\n\t\t<div
105
- class=\"container\">\r\n <div class=\"row\">\r\n\t\t\t\t<div class=\"col-xs-12
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- text-center\">\r\n <div class=\"text-primary footer-home
107
- hidden\"><a target=\"_blank\" href=\"../../../.././privacy\" class=\"text-primary\">Privacy
108
- Policy</a> | <a target=\"_blank\" href=\"../../../.././terms\" class=\"text-primary\">Terms
109
- of Service</a> | <a data-toggle=\"modal\" href=\"#support\" class=\"text-primary\">Support</a></div>\r\n
110
- \ <div class=\"global\"><a target=\"_blank\" href=\"../../../.././privacy\">Privacy
111
- Policy</a> | <a target=\"_blank\" href=\"../../../.././terms\">Terms of Service</a>
112
- | <a data-toggle=\"modal\" href=\"#support\">Support</a>\r\n <p></p>\r\n
113
- \ </div>\r\n <div class=\"logo hidden\"><img
114
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115
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- class=\"row\">\r\n\t\t\t\t<div class=\"col-xs-12 text-center\">\r\n\t\t\t\t\t<div
117
- class=\"row\">\r\n\t\t\t\t\t\t<div class=\"col-xs-8 busLogo\">\r\n\t\t\t\t\t\t\tTRANSACTION
118
- ENGINE POWERED BY <img src=\"/capitalforge-transaction/img/capitalforge_logo.png\"
119
- class=\"img-responsive\">\r\n\t\t\t\t\t\t</div>\r\n\t\t\t\t\t\t<div class=\"col-xs-12
120
- copyright\">\r\n\t\t\t\t\t\t\t<span>&copy; <var id=\"year\"></var> WealthForge
121
- Technologies, LLC | Securities offered through WealthForge Securities, LLC.
122
- Member: <span class=\"footer-home hidden\"><a class=\"text-primary\" href=\"http://www.finra.org\"
123
- target=\"_blank\" >FINRA</a> | <a class=\"text-primary\" href=\"http://www.sipc.org\"
124
- target=\"_blank\">SIPC</a></span><span class=\"global\"><a class=\"text-primary\"
125
- href=\"http://www.finra.org\" target=\"_blank\" >FINRA</a> | <a class=\"text-primary\"
126
- href=\"http://www.sipc.org\" target=\"_blank\">SIPC</a></span></span>\r\n\t\t\t\t\t</div>\r\n\t\t\t\t\t</div>\r\n\t\t\t\t</div>\r\n\t\t\t\t<div
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- / row -->\r\n\t\t</div><!-- / container -->\r\n\r\n\t\t<div class=\"devContainer\">\r\n\t\t\t<input
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- } ;return false\"/>\r\n\t\t\t<input type=\"submit\" value=\"Remove Investor
137
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138
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141
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- recorded_at: Wed, 03 May 2017 02:20:48 GMT
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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/offerDetail
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159
- response:
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- status:
161
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162
- message: Internal Server Error
163
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164
- Date:
165
- - Wed, 03 May 2017 02:38:02 GMT
166
- Server:
167
- - Apache/2.4.18 (Amazon) OpenSSL/1.0.1k-fips
168
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181
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- recorded_at: Wed, 03 May 2017 02:38:02 GMT
183
- recorded_with: VCR 3.0.3