wefunder 1.0.1 → 1.1.0
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.
- checksums.yaml +4 -4
- data/README.md +33 -11
- data/lib/wefunder/client.rb +127 -12
- data/lib/wefunder/version.rb +1 -1
- data/lib/wefunder/webhooks.rb +5 -2
- data/lib/wefunder_generated/api/activity_api.rb +0 -92
- data/lib/wefunder_generated/api/explore_api.rb +24 -6
- data/lib/wefunder_generated/api/intents_api.rb +2 -2
- data/lib/wefunder_generated/api/investment_delta_api.rb +4 -4
- data/lib/wefunder_generated/api/investments_api.rb +2 -2
- data/lib/wefunder_generated/api/member_links_api.rb +287 -0
- data/lib/wefunder_generated/api/partner_invites_sessions_api.rb +374 -0
- data/lib/wefunder_generated/api/portfolio_api.rb +2 -2
- data/lib/wefunder_generated/api/referral_codes_api.rb +374 -0
- data/lib/wefunder_generated/api/syndicate_deals_api.rb +2 -140
- data/lib/wefunder_generated/api/syndicate_members_api.rb +216 -0
- data/lib/wefunder_generated/api/syndicate_statistics_api.rb +2 -2
- data/lib/wefunder_generated/api/users_api.rb +4 -4
- data/lib/wefunder_generated/models/audit_event_attributes.rb +1 -0
- data/lib/wefunder_generated/models/campaign.rb +1 -1
- data/lib/wefunder_generated/models/company_attributes.rb +88 -1
- data/lib/wefunder_generated/models/company_disclosures_attributes_ratios.rb +13 -2
- data/lib/wefunder_generated/models/create_intent_request.rb +2 -2
- data/lib/wefunder_generated/models/{webhook_subscription_with_secret2_envelope.rb → create_offering_investment_session_request.rb} +17 -10
- data/lib/wefunder_generated/models/{attribution_stats_envelope.rb → create_offering_member_link_request.rb} +10 -10
- data/lib/wefunder_generated/models/{create_partner_invite_request.rb → create_referral_code_request.rb} +58 -63
- data/lib/wefunder_generated/models/{attribution_stats_period.rb → create_syndicate_join_session_request.rb} +17 -19
- data/lib/wefunder_generated/models/{anonymized_attribution.rb → create_syndicate_join_session_request_join_session.rb} +81 -53
- data/lib/wefunder_generated/models/create_webhook_endpoint_request.rb +11 -1
- data/lib/wefunder_generated/models/fiscal_year_financials.rb +25 -1
- data/lib/wefunder_generated/models/intent_attributes.rb +1 -0
- data/lib/wefunder_generated/models/investment_delta_record.rb +4 -4
- data/lib/wefunder_generated/models/investment_session_attributes.rb +1 -0
- data/lib/wefunder_generated/models/investment_session_create_input.rb +13 -2
- data/lib/wefunder_generated/models/investment_session_envelope.rb +1 -1
- data/lib/wefunder_generated/models/invite_link_attributes.rb +47 -4
- data/lib/wefunder_generated/models/invite_link_attributes_events_inner.rb +12 -1
- data/lib/wefunder_generated/models/invite_link_envelope.rb +1 -1
- data/lib/wefunder_generated/models/{full_attribution_status.rb → member_link.rb} +34 -24
- data/lib/wefunder_generated/models/{marketing_partner.rb → member_link_attributes.rb} +60 -44
- data/lib/wefunder_generated/models/{attribution_me_envelope.rb → member_link_create_input.rb} +40 -10
- data/lib/wefunder_generated/models/{spv_with_meta_envelope.rb → member_link_envelope.rb} +5 -5
- data/lib/wefunder_generated/models/{spv_list_envelope.rb → member_link_list_envelope.rb} +5 -5
- data/lib/wefunder_generated/models/{full_attribution_investor.rb → member_link_list_envelope_meta.rb} +28 -29
- data/lib/wefunder_generated/models/offering_attributes.rb +34 -1
- data/lib/wefunder_generated/models/offering_list_envelope_meta.rb +57 -3
- data/lib/wefunder_generated/models/portfolio_company_ref.rb +16 -5
- data/lib/wefunder_generated/models/portfolio_position_attributes.rb +13 -2
- data/lib/wefunder_generated/models/portfolio_security_terms.rb +15 -2
- data/lib/wefunder_generated/models/{spv_status.rb → referral_code.rb} +4 -4
- data/lib/wefunder_generated/models/{webhook_subscription.rb → referral_code_attributes.rb} +51 -63
- data/lib/wefunder_generated/models/{anonymized_attribution_status.rb → referral_code_attributes_target.rb} +36 -27
- data/lib/wefunder_generated/models/{spv_status_envelope.rb → referral_code_envelope.rb} +5 -5
- data/lib/wefunder_generated/models/{spv_with_meta_envelope_meta.rb → referral_code_envelope_meta.rb} +3 -3
- data/lib/wefunder_generated/models/{partner_investor_list_envelope.rb → referral_code_list_envelope.rb} +5 -5
- data/lib/wefunder_generated/models/{attribution_campaign_summary.rb → referral_code_list_envelope_meta.rb} +36 -35
- data/lib/wefunder_generated/models/{spv_status_attributes.rb → referral_code_stats_company.rb} +70 -47
- data/lib/wefunder_generated/models/referral_code_stats_envelope.rb +223 -0
- data/lib/wefunder_generated/models/{partner_investor.rb → referral_code_stats_envelope_data.rb} +4 -5
- data/lib/wefunder_generated/models/{syndicate_deal_finalize_intent_envelope_meta.rb → referral_code_stats_envelope_data_attributes.rb} +56 -10
- data/lib/wefunder_generated/models/{webhook_endpoint_envelope_meta.rb → referral_code_stats_envelope_meta.rb} +32 -4
- data/lib/wefunder_generated/models/{full_attribution.rb → referral_code_utm.rb} +130 -56
- data/lib/wefunder_generated/models/{attribution_me.rb → referral_code_visits.rb} +23 -25
- data/lib/wefunder_generated/models/{attribution_campaign_access.rb → referral_cohort.rb} +29 -28
- data/lib/wefunder_generated/models/referral_cohort_investors.rb +224 -0
- data/lib/wefunder_generated/models/syndicate_attributes.rb +11 -1
- data/lib/wefunder_generated/models/{syndicate_deal_close_intent_envelope.rb → syndicate_deal_created_envelope.rb} +5 -5
- data/lib/wefunder_generated/models/{attribution_campaign_summary_list_envelope.rb → syndicate_deal_created_envelope_meta.rb} +11 -12
- data/lib/wefunder_generated/models/{attribution_user.rb → syndicate_deal_created_envelope_meta_target_company.rb} +5 -14
- data/lib/wefunder_generated/models/{marketing_partner_envelope.rb → syndicate_deal_readiness_envelope.rb} +4 -4
- data/lib/wefunder_generated/models/syndicate_deal_readiness_envelope_data.rb +267 -0
- data/lib/wefunder_generated/models/{attribution_partner.rb → syndicate_deal_readiness_envelope_data_attributes.rb} +27 -33
- data/lib/wefunder_generated/models/{webhook_delivery.rb → syndicate_deal_readiness_item.rb} +55 -61
- data/lib/wefunder_generated/models/syndicate_statistics_attributes.rb +2 -2
- data/lib/wefunder_generated/models/test_webhook_endpoint_request.rb +2 -2
- data/lib/wefunder_generated/models/{webhook_test_result_envelope.rb → update_referral_code_request.rb} +47 -10
- data/lib/wefunder_generated/models/user_attributes.rb +1 -0
- data/lib/wefunder_generated/models/webhook_endpoint_attributes.rb +23 -1
- data/lib/wefunder_generated/models/webhook_endpoint_envelope.rb +1 -1
- data/lib/wefunder_generated/models/webhook_endpoint_test_result_envelope.rb +1 -1
- data/lib/wefunder_generated.rb +38 -63
- metadata +40 -65
- data/lib/wefunder_generated/api/attribution_api.rb +0 -182
- data/lib/wefunder_generated/api/attribution_partners_api.rb +0 -392
- data/lib/wefunder_generated/api/attribution_webhooks_api.rb +0 -504
- data/lib/wefunder_generated/models/anonymized_attribution_attribution.rb +0 -330
- data/lib/wefunder_generated/models/attributed_investment_list_envelope.rb +0 -226
- data/lib/wefunder_generated/models/attributed_investment_list_envelope_data_inner.rb +0 -105
- data/lib/wefunder_generated/models/attributed_investment_list_envelope_meta.rb +0 -295
- data/lib/wefunder_generated/models/attribution_stats.rb +0 -266
- data/lib/wefunder_generated/models/attribution_stats_by_campaign_inner.rb +0 -232
- data/lib/wefunder_generated/models/attribution_stats_by_source_inner.rb +0 -232
- data/lib/wefunder_generated/models/attribution_stats_quality_breakdown.rb +0 -236
- data/lib/wefunder_generated/models/attribution_stats_totals.rb +0 -245
- data/lib/wefunder_generated/models/create_webhook_subscription_request.rb +0 -263
- data/lib/wefunder_generated/models/full_attribution_attribution.rb +0 -326
- data/lib/wefunder_generated/models/partner_investment_list_envelope.rb +0 -225
- data/lib/wefunder_generated/models/partner_investor_attributes.rb +0 -264
- data/lib/wefunder_generated/models/partner_invite.rb +0 -360
- data/lib/wefunder_generated/models/partner_invite_envelope.rb +0 -214
- data/lib/wefunder_generated/models/partner_invite_list_envelope.rb +0 -216
- data/lib/wefunder_generated/models/register_as_partner_request.rb +0 -232
- data/lib/wefunder_generated/models/syndicate_deal_close_intent_envelope_meta.rb +0 -214
- data/lib/wefunder_generated/models/syndicate_deal_finalize_intent_envelope.rb +0 -224
- data/lib/wefunder_generated/models/webhook_subscription_envelope.rb +0 -214
- data/lib/wefunder_generated/models/webhook_subscription_list_envelope.rb +0 -225
- data/lib/wefunder_generated/models/webhook_subscription_list_envelope_meta.rb +0 -225
- data/lib/wefunder_generated/models/webhook_subscription_with_recent_deliveries_envelope.rb +0 -214
- data/lib/wefunder_generated/models/webhook_subscription_with_recent_deliveries_envelope_data.rb +0 -322
- data/lib/wefunder_generated/models/webhook_subscription_with_secret2_envelope_data.rb +0 -320
- data/lib/wefunder_generated/models/webhook_subscription_with_secret_envelope.rb +0 -214
- data/lib/wefunder_generated/models/webhook_subscription_with_secret_envelope_data.rb +0 -320
- data/lib/wefunder_generated/models/webhook_test_result.rb +0 -233
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=begin
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#Wefunder API v2
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#OAuth 2.0 API for accessing Wefunder data programmatically. ## Authentication This API uses OAuth 2.0 for authentication. To get started: 1. Create an OAuth application at `/oauth/applications` 2. Get your Client ID and Client Secret 3. Implement the OAuth 2.0 Authorization Code flow 4. Use the access token to make API requests ## Versioning The API is versioned by the dated `Wefunder-Version` request header (`YYYY-MM-DD`), never by the URL. Resolution is header → your application's pinned version → latest; every response carries `Wefunder-Version` (the version that handled it) and `Wefunder-Version-Latest`. An unknown value returns `400 invalid_request` naming the valid versions. Current: `2026-10-01`. ## Rate Limits - Standard API: 1,000 requests/hour per token - Admin API: 10,000 requests/hour per token ## Base URL All API requests should be made to: `https://api.wefunder.com` (no version in the path).
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The version of the OpenAPI document: 2.0
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Contact: api@wefunder.com
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Generated by: https://openapi-generator.tech
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Generator version: 7.10.0
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=end
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require 'cgi'
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module WefunderGenerated
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class PartnerInvitesSessionsApi
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attr_accessor :api_client
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def initialize(api_client = ApiClient.default)
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@api_client = api_client
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end
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# Cancel an investment session
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# Alias of `/partner/investment_sessions` (#23636). Cancels a session so its link stops working. Valid while the session is `pending`, `in_progress`, or `abandoned`; repeating the call on an already-canceled session returns the same 200. A `completed` or `expired` session cannot be canceled (422 `session_not_cancelable`).
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# @param id [String] The investment session ID (prefixed, e.g. `is_abc123`)
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# @param [Hash] opts the optional parameters
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# @return [InvestmentSessionEnvelope]
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def cancel_investment_session(id, opts = {})
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data, _status_code, _headers = cancel_investment_session_with_http_info(id, opts)
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data
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end
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# Cancel an investment session
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# Alias of `/partner/investment_sessions` (#23636). Cancels a session so its link stops working. Valid while the session is `pending`, `in_progress`, or `abandoned`; repeating the call on an already-canceled session returns the same 200. A `completed` or `expired` session cannot be canceled (422 `session_not_cancelable`).
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# @param id [String] The investment session ID (prefixed, e.g. `is_abc123`)
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# @param [Hash] opts the optional parameters
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# @return [Array<(InvestmentSessionEnvelope, Integer, Hash)>] InvestmentSessionEnvelope data, response status code and response headers
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def cancel_investment_session_with_http_info(id, opts = {})
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if @api_client.config.debugging
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@api_client.config.logger.debug 'Calling API: PartnerInvitesSessionsApi.cancel_investment_session ...'
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end
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# verify the required parameter 'id' is set
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if @api_client.config.client_side_validation && id.nil?
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fail ArgumentError, "Missing the required parameter 'id' when calling PartnerInvitesSessionsApi.cancel_investment_session"
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end
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# resource path
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local_var_path = '/investment_sessions/{id}'.sub('{' + 'id' + '}', CGI.escape(id.to_s))
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# query parameters
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query_params = opts[:query_params] || {}
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# header parameters
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header_params = opts[:header_params] || {}
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# HTTP header 'Accept' (if needed)
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header_params['Accept'] = @api_client.select_header_accept(['application/json']) unless header_params['Accept']
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# form parameters
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form_params = opts[:form_params] || {}
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# http body (model)
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post_body = opts[:debug_body]
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# return_type
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return_type = opts[:debug_return_type] || 'InvestmentSessionEnvelope'
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# auth_names
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auth_names = opts[:debug_auth_names] || ['bearerAuth', 'bearerAuth']
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new_options = opts.merge(
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:operation => :"PartnerInvitesSessionsApi.cancel_investment_session",
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:header_params => header_params,
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:query_params => query_params,
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:form_params => form_params,
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:body => post_body,
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:auth_names => auth_names,
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:return_type => return_type
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)
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data, status_code, headers = @api_client.call_api(:DELETE, local_var_path, new_options)
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if @api_client.config.debugging
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@api_client.config.logger.debug "API called: PartnerInvitesSessionsApi#cancel_investment_session\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
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end
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return data, status_code, headers
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end
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# Create an investment session
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# Canonical path: the offering comes from the URL, so `spv_id` may be omitted from the body (if sent it must match, else 422 `offering_mismatch`). Authorized for any offering the caller may act on (an install on its syndicate or company, a role on it, or created by your app). Creates a single-use, recipient-specific hosted investment session (analogous to a Stripe Checkout Session) on the SPV named by `spv_id` in the body. The session walks one investor through accreditation, document signing, and payment, and produces a durable `Investment` on success. Returns a `url` the recipient opens to begin. If the recipient already has an active session on the SPV, that session is returned instead of creating a duplicate; if another app holds that recipient's active session there, the create is refused with 409 `session_conflict` (a recipient has one active session per offering).
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# @param id [String] The SPV ID (prefixed, e.g. `spv_abc123`)
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# @param create_offering_investment_session_request [CreateOfferingInvestmentSessionRequest]
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# @param [Hash] opts the optional parameters
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# @option opts [String] :idempotency_key A unique client-generated key that makes a write request safe to retry. If a request is retried within 24 hours with the same key and body, the original result is returned instead of performing the operation again. Strongly recommended on all `POST` requests that create resources.
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# @return [InvestmentSessionEnvelope]
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def create_offering_investment_session(id, create_offering_investment_session_request, opts = {})
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data, _status_code, _headers = create_offering_investment_session_with_http_info(id, create_offering_investment_session_request, opts)
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data
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end
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# Create an investment session
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# Canonical path: the offering comes from the URL, so `spv_id` may be omitted from the body (if sent it must match, else 422 `offering_mismatch`). Authorized for any offering the caller may act on (an install on its syndicate or company, a role on it, or created by your app). Creates a single-use, recipient-specific hosted investment session (analogous to a Stripe Checkout Session) on the SPV named by `spv_id` in the body. The session walks one investor through accreditation, document signing, and payment, and produces a durable `Investment` on success. Returns a `url` the recipient opens to begin. If the recipient already has an active session on the SPV, that session is returned instead of creating a duplicate; if another app holds that recipient's active session there, the create is refused with 409 `session_conflict` (a recipient has one active session per offering).
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# @param id [String] The SPV ID (prefixed, e.g. `spv_abc123`)
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# @param create_offering_investment_session_request [CreateOfferingInvestmentSessionRequest]
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# @param [Hash] opts the optional parameters
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# @option opts [String] :idempotency_key A unique client-generated key that makes a write request safe to retry. If a request is retried within 24 hours with the same key and body, the original result is returned instead of performing the operation again. Strongly recommended on all `POST` requests that create resources.
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# @return [Array<(InvestmentSessionEnvelope, Integer, Hash)>] InvestmentSessionEnvelope data, response status code and response headers
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def create_offering_investment_session_with_http_info(id, create_offering_investment_session_request, opts = {})
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if @api_client.config.debugging
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@api_client.config.logger.debug 'Calling API: PartnerInvitesSessionsApi.create_offering_investment_session ...'
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end
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# verify the required parameter 'id' is set
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if @api_client.config.client_side_validation && id.nil?
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fail ArgumentError, "Missing the required parameter 'id' when calling PartnerInvitesSessionsApi.create_offering_investment_session"
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end
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# verify the required parameter 'create_offering_investment_session_request' is set
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if @api_client.config.client_side_validation && create_offering_investment_session_request.nil?
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fail ArgumentError, "Missing the required parameter 'create_offering_investment_session_request' when calling PartnerInvitesSessionsApi.create_offering_investment_session"
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end
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# resource path
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local_var_path = '/offerings/{id}/investment_sessions'.sub('{' + 'id' + '}', CGI.escape(id.to_s))
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# query parameters
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query_params = opts[:query_params] || {}
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# header parameters
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header_params = opts[:header_params] || {}
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# HTTP header 'Accept' (if needed)
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header_params['Accept'] = @api_client.select_header_accept(['application/json']) unless header_params['Accept']
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# HTTP header 'Content-Type'
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content_type = @api_client.select_header_content_type(['application/json'])
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if !content_type.nil?
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header_params['Content-Type'] = content_type
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end
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def get_investment_session(id, opts = {})
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local_var_path = '/investment_sessions/{id}'.sub('{' + 'id' + '}', CGI.escape(id.to_s))
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data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
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@api_client.config.logger.debug "API called: PartnerInvitesSessionsApi#get_investment_session\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
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end
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return data, status_code, headers
|
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+
end
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# List investment sessions
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# Alias of `/partner/investment_sessions` (#23636). Lists the investment sessions your app created, newest first. A session belongs to the application that created it: no other app sees it, even one of your organization. A syndicate- or company-owned token sees only its own syndicate's or company's sessions. Creating a session needs authority on the offering; reading or canceling one you created does not. Filter by `spv_id` and/or `status`.
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# @param [Hash] opts the optional parameters
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# @option opts [String] :spv_id Only sessions on this SPV
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# @option opts [String] :status Only sessions in this state
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# @option opts [Integer] :per_page Page size (default 25, max 100)
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# @option opts [Integer] :cursor Cursor-based pagination token. Use the `next_cursor` value from the previous response's `meta` object to retrieve the next page of results. Omit this parameter to retrieve the first page.
|
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# @return [InvestmentSessionListEnvelope]
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+
def list_investment_sessions(opts = {})
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|
+
data, _status_code, _headers = list_investment_sessions_with_http_info(opts)
|
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+
data
|
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236
|
+
end
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+
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# List investment sessions
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+
# Alias of `/partner/investment_sessions` (#23636). Lists the investment sessions your app created, newest first. A session belongs to the application that created it: no other app sees it, even one of your organization. A syndicate- or company-owned token sees only its own syndicate's or company's sessions. Creating a session needs authority on the offering; reading or canceling one you created does not. Filter by `spv_id` and/or `status`.
|
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|
+
# @param [Hash] opts the optional parameters
|
|
241
|
+
# @option opts [String] :spv_id Only sessions on this SPV
|
|
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|
+
# @option opts [String] :status Only sessions in this state
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|
+
# @option opts [Integer] :per_page Page size (default 25, max 100)
|
|
244
|
+
# @option opts [Integer] :cursor Cursor-based pagination token. Use the `next_cursor` value from the previous response's `meta` object to retrieve the next page of results. Omit this parameter to retrieve the first page.
|
|
245
|
+
# @return [Array<(InvestmentSessionListEnvelope, Integer, Hash)>] InvestmentSessionListEnvelope data, response status code and response headers
|
|
246
|
+
def list_investment_sessions_with_http_info(opts = {})
|
|
247
|
+
if @api_client.config.debugging
|
|
248
|
+
@api_client.config.logger.debug 'Calling API: PartnerInvitesSessionsApi.list_investment_sessions ...'
|
|
249
|
+
end
|
|
250
|
+
allowable_values = ["pending", "in_progress", "completed", "abandoned", "expired", "canceled"]
|
|
251
|
+
if @api_client.config.client_side_validation && opts[:'status'] && !allowable_values.include?(opts[:'status'])
|
|
252
|
+
fail ArgumentError, "invalid value for \"status\", must be one of #{allowable_values}"
|
|
253
|
+
end
|
|
254
|
+
# resource path
|
|
255
|
+
local_var_path = '/investment_sessions'
|
|
256
|
+
|
|
257
|
+
# query parameters
|
|
258
|
+
query_params = opts[:query_params] || {}
|
|
259
|
+
query_params[:'spv_id'] = opts[:'spv_id'] if !opts[:'spv_id'].nil?
|
|
260
|
+
query_params[:'status'] = opts[:'status'] if !opts[:'status'].nil?
|
|
261
|
+
query_params[:'per_page'] = opts[:'per_page'] if !opts[:'per_page'].nil?
|
|
262
|
+
query_params[:'cursor'] = opts[:'cursor'] if !opts[:'cursor'].nil?
|
|
263
|
+
|
|
264
|
+
# header parameters
|
|
265
|
+
header_params = opts[:header_params] || {}
|
|
266
|
+
# HTTP header 'Accept' (if needed)
|
|
267
|
+
header_params['Accept'] = @api_client.select_header_accept(['application/json']) unless header_params['Accept']
|
|
268
|
+
|
|
269
|
+
# form parameters
|
|
270
|
+
form_params = opts[:form_params] || {}
|
|
271
|
+
|
|
272
|
+
# http body (model)
|
|
273
|
+
post_body = opts[:debug_body]
|
|
274
|
+
|
|
275
|
+
# return_type
|
|
276
|
+
return_type = opts[:debug_return_type] || 'InvestmentSessionListEnvelope'
|
|
277
|
+
|
|
278
|
+
# auth_names
|
|
279
|
+
auth_names = opts[:debug_auth_names] || ['bearerAuth', 'bearerAuth']
|
|
280
|
+
|
|
281
|
+
new_options = opts.merge(
|
|
282
|
+
:operation => :"PartnerInvitesSessionsApi.list_investment_sessions",
|
|
283
|
+
:header_params => header_params,
|
|
284
|
+
:query_params => query_params,
|
|
285
|
+
:form_params => form_params,
|
|
286
|
+
:body => post_body,
|
|
287
|
+
:auth_names => auth_names,
|
|
288
|
+
:return_type => return_type
|
|
289
|
+
)
|
|
290
|
+
|
|
291
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
|
|
292
|
+
if @api_client.config.debugging
|
|
293
|
+
@api_client.config.logger.debug "API called: PartnerInvitesSessionsApi#list_investment_sessions\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
294
|
+
end
|
|
295
|
+
return data, status_code, headers
|
|
296
|
+
end
|
|
297
|
+
|
|
298
|
+
# List investment sessions
|
|
299
|
+
# Lists the investment sessions your app created on this offering, newest first; filter by `status`. A session belongs to the application that created it: no other app sees it, even one of your organization. A syndicate- or company-owned token sees only its own syndicate's or company's sessions. An offering with none of your app's sessions lists nothing, so the id reveals nothing about the offering.
|
|
300
|
+
# @param id [String] The SPV ID (prefixed, e.g. `spv_abc123`)
|
|
301
|
+
# @param [Hash] opts the optional parameters
|
|
302
|
+
# @option opts [String] :status Only sessions in this state
|
|
303
|
+
# @option opts [Integer] :per_page Page size (default 25, max 100)
|
|
304
|
+
# @option opts [Integer] :cursor Cursor-based pagination token. Use the `next_cursor` value from the previous response's `meta` object to retrieve the next page of results. Omit this parameter to retrieve the first page.
|
|
305
|
+
# @return [InvestmentSessionListEnvelope]
|
|
306
|
+
def list_offering_investment_sessions(id, opts = {})
|
|
307
|
+
data, _status_code, _headers = list_offering_investment_sessions_with_http_info(id, opts)
|
|
308
|
+
data
|
|
309
|
+
end
|
|
310
|
+
|
|
311
|
+
# List investment sessions
|
|
312
|
+
# Lists the investment sessions your app created on this offering, newest first; filter by `status`. A session belongs to the application that created it: no other app sees it, even one of your organization. A syndicate- or company-owned token sees only its own syndicate's or company's sessions. An offering with none of your app's sessions lists nothing, so the id reveals nothing about the offering.
|
|
313
|
+
# @param id [String] The SPV ID (prefixed, e.g. `spv_abc123`)
|
|
314
|
+
# @param [Hash] opts the optional parameters
|
|
315
|
+
# @option opts [String] :status Only sessions in this state
|
|
316
|
+
# @option opts [Integer] :per_page Page size (default 25, max 100)
|
|
317
|
+
# @option opts [Integer] :cursor Cursor-based pagination token. Use the `next_cursor` value from the previous response's `meta` object to retrieve the next page of results. Omit this parameter to retrieve the first page.
|
|
318
|
+
# @return [Array<(InvestmentSessionListEnvelope, Integer, Hash)>] InvestmentSessionListEnvelope data, response status code and response headers
|
|
319
|
+
def list_offering_investment_sessions_with_http_info(id, opts = {})
|
|
320
|
+
if @api_client.config.debugging
|
|
321
|
+
@api_client.config.logger.debug 'Calling API: PartnerInvitesSessionsApi.list_offering_investment_sessions ...'
|
|
322
|
+
end
|
|
323
|
+
# verify the required parameter 'id' is set
|
|
324
|
+
if @api_client.config.client_side_validation && id.nil?
|
|
325
|
+
fail ArgumentError, "Missing the required parameter 'id' when calling PartnerInvitesSessionsApi.list_offering_investment_sessions"
|
|
326
|
+
end
|
|
327
|
+
allowable_values = ["pending", "in_progress", "completed", "abandoned", "expired", "canceled"]
|
|
328
|
+
if @api_client.config.client_side_validation && opts[:'status'] && !allowable_values.include?(opts[:'status'])
|
|
329
|
+
fail ArgumentError, "invalid value for \"status\", must be one of #{allowable_values}"
|
|
330
|
+
end
|
|
331
|
+
# resource path
|
|
332
|
+
local_var_path = '/offerings/{id}/investment_sessions'.sub('{' + 'id' + '}', CGI.escape(id.to_s))
|
|
333
|
+
|
|
334
|
+
# query parameters
|
|
335
|
+
query_params = opts[:query_params] || {}
|
|
336
|
+
query_params[:'status'] = opts[:'status'] if !opts[:'status'].nil?
|
|
337
|
+
query_params[:'per_page'] = opts[:'per_page'] if !opts[:'per_page'].nil?
|
|
338
|
+
query_params[:'cursor'] = opts[:'cursor'] if !opts[:'cursor'].nil?
|
|
339
|
+
|
|
340
|
+
# header parameters
|
|
341
|
+
header_params = opts[:header_params] || {}
|
|
342
|
+
# HTTP header 'Accept' (if needed)
|
|
343
|
+
header_params['Accept'] = @api_client.select_header_accept(['application/json']) unless header_params['Accept']
|
|
344
|
+
|
|
345
|
+
# form parameters
|
|
346
|
+
form_params = opts[:form_params] || {}
|
|
347
|
+
|
|
348
|
+
# http body (model)
|
|
349
|
+
post_body = opts[:debug_body]
|
|
350
|
+
|
|
351
|
+
# return_type
|
|
352
|
+
return_type = opts[:debug_return_type] || 'InvestmentSessionListEnvelope'
|
|
353
|
+
|
|
354
|
+
# auth_names
|
|
355
|
+
auth_names = opts[:debug_auth_names] || ['bearerAuth', 'bearerAuth']
|
|
356
|
+
|
|
357
|
+
new_options = opts.merge(
|
|
358
|
+
:operation => :"PartnerInvitesSessionsApi.list_offering_investment_sessions",
|
|
359
|
+
:header_params => header_params,
|
|
360
|
+
:query_params => query_params,
|
|
361
|
+
:form_params => form_params,
|
|
362
|
+
:body => post_body,
|
|
363
|
+
:auth_names => auth_names,
|
|
364
|
+
:return_type => return_type
|
|
365
|
+
)
|
|
366
|
+
|
|
367
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
|
|
368
|
+
if @api_client.config.debugging
|
|
369
|
+
@api_client.config.logger.debug "API called: PartnerInvitesSessionsApi#list_offering_investment_sessions\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
370
|
+
end
|
|
371
|
+
return data, status_code, headers
|
|
372
|
+
end
|
|
373
|
+
end
|
|
374
|
+
end
|
|
@@ -87,7 +87,7 @@ module WefunderGenerated
|
|
|
87
87
|
end
|
|
88
88
|
|
|
89
89
|
# List portfolio positions
|
|
90
|
-
# Returns the authenticated investor's positions, one per offering (fundraise), newest first. Position totals cover everything the investor holds in that offering; `securities` breaks the total down by security offering and legal owner, so early bird tiers and personally-held vs entity-held stakes each appear separately. Fund and SPV positions identify the companies the vehicle invested in under `holdings`.
|
|
90
|
+
# Returns the authenticated investor's positions, one per offering (fundraise), newest first. Position totals cover everything the investor holds in that offering; `securities` breaks the total down by security offering and legal owner, so early bird tiers and personally-held vs entity-held stakes each appear separately. Fund and SPV positions identify the companies the vehicle invested in under `holdings`. Mind the units when deriving an average cost per share: `cost_basis_cents` is integer cents, while `shares_held`, `current_share_price` and `terms.share_price` are decimal strings in major units of the position's `currency`. Use decimal arithmetic and divide the cents by 100 first: `cost_basis_cents / 100 / shares_held`. For example, `215000` cents over `\"200.0\"` shares is 1075 cents per share, or 10.75 USD per share, which is what to compare with a `current_share_price` of `\"14.4632\"`. Dividing `cost_basis_cents` by `shares_held` without the `/ 100` yields cents per share, 100 times the prices shown. When `shares_held` is `null` or zero (a non-share security, or a valuation that is not per-share) there is no average cost per share: report it as unavailable instead of treating the missing share count as a number. Requires a user-authorized token, like `GET /portfolio`.
|
|
91
91
|
# @param [Hash] opts the optional parameters
|
|
92
92
|
# @option opts [Integer] :cursor Cursor-based pagination token. Use the `next_cursor` value from the previous response's `meta` object to retrieve the next page of results. Omit this parameter to retrieve the first page.
|
|
93
93
|
# @option opts [Integer] :per_page Page size, 1-100. Defaults to 25. (default to 25)
|
|
@@ -100,7 +100,7 @@ module WefunderGenerated
|
|
|
100
100
|
end
|
|
101
101
|
|
|
102
102
|
# List portfolio positions
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# Returns the authenticated investor's positions, one per offering (fundraise), newest first. Position totals cover everything the investor holds in that offering; `securities` breaks the total down by security offering and legal owner, so early bird tiers and personally-held vs entity-held stakes each appear separately. Fund and SPV positions identify the companies the vehicle invested in under `holdings`.
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# Returns the authenticated investor's positions, one per offering (fundraise), newest first. Position totals cover everything the investor holds in that offering; `securities` breaks the total down by security offering and legal owner, so early bird tiers and personally-held vs entity-held stakes each appear separately. Fund and SPV positions identify the companies the vehicle invested in under `holdings`. Mind the units when deriving an average cost per share: `cost_basis_cents` is integer cents, while `shares_held`, `current_share_price` and `terms.share_price` are decimal strings in major units of the position's `currency`. Use decimal arithmetic and divide the cents by 100 first: `cost_basis_cents / 100 / shares_held`. For example, `215000` cents over `\"200.0\"` shares is 1075 cents per share, or 10.75 USD per share, which is what to compare with a `current_share_price` of `\"14.4632\"`. Dividing `cost_basis_cents` by `shares_held` without the `/ 100` yields cents per share, 100 times the prices shown. When `shares_held` is `null` or zero (a non-share security, or a valuation that is not per-share) there is no average cost per share: report it as unavailable instead of treating the missing share count as a number. Requires a user-authorized token, like `GET /portfolio`.
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# @param [Hash] opts the optional parameters
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# @option opts [Integer] :cursor Cursor-based pagination token. Use the `next_cursor` value from the previous response's `meta` object to retrieve the next page of results. Omit this parameter to retrieve the first page.
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# @option opts [Integer] :per_page Page size, 1-100. Defaults to 25. (default to 25)
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