@monarkmarkets/api-client 1.3.51 → 1.3.53

package/dist/Client.d.ts

@@ -234,6 +234,7 @@ export declare class Client {
      * @param searchTerm (optional) Optional search term on the company/target name.
      * @param investorId (optional) Filter the returned IndicationOfInterests by an InvestorId.
      * @param targetAssetType (optional) Filter the returned IndicationOfInterests by the primary_offering_api_models.IndicationOfInterests.Enums.IndicationOfInterestTargetAssetType.
+     * @param isActive (optional) Filter the IndicationOfInterests by whether it is in the active state.
      * @param page (optional) Number of the page to retrieve.
     Defaults to 1 if not specified.
      * @param pageSize (optional) Size of the page to retrieve.
@@ -242,7 +243,7 @@ export declare class Client {
      * @param sortOrder (optional) Which direction to sort by.
      * @return Returns the list of IndicationOfInterest.
      */
-    getAllIndicationOfInterestsV2(searchTerm: string | undefined, investorId: string | undefined, targetAssetType: TargetAssetType | undefined, page: number | undefined, pageSize: number | undefined, sortProperty: SortProperty2 | undefined, sortOrder: SortOrder6 | undefined): Promise<IndicationOfInterestV2ApiResponse>;
+    getAllIndicationOfInterestsV2(searchTerm: string | undefined, investorId: string | undefined, targetAssetType: TargetAssetType | undefined, isActive: boolean | undefined, page: number | undefined, pageSize: number | undefined, sortProperty: SortProperty2 | undefined, sortOrder: SortOrder6 | undefined): Promise<IndicationOfInterestV2ApiResponse>;
     protected processGetAllIndicationOfInterestsV2(response: Response): Promise<IndicationOfInterestV2ApiResponse>;
     /**
      * Get an IndicationOfInterest by Id.
@@ -1081,9 +1082,10 @@ export declare class Client {
      * Get a Questionnaire by Id
      * @param id ID of the Questionnaire to find.
      * @param investorId (optional) Optional investor ID to filter questions based on Investor details.
+     * @param financialAdvisorId (optional) Optional financial advisor ID to filter questions based on advisor details. Requires investorId to be specified.
      * @return Returns the Questionnaire with the specified Id.
      */
-    getQuestionnaireById(id: string, investorId: string | undefined): Promise<Questionnaire>;
+    getQuestionnaireById(id: string, investorId: string | undefined, financialAdvisorId: string | undefined): Promise<Questionnaire>;
     protected processGetQuestionnaireById(response: Response): Promise<Questionnaire>;
     /**
      * Create a QuestionnaireAnswer
@@ -2184,8 +2186,13 @@ export declare class CreateInvestor implements ICreateInvestor {
     /** The Financial Institution ID associated with the Investor.
 If not provided, the default Financial Institution for the Partner will be used. */
     financialInstitutionId?: string | undefined;
-    /** The Financial Advisor ID associated with the Investor. */
+    /** The Financial Advisor ID associated with the Investor.
+For backward compatibility: use this field to assign a single advisor. */
     financialAdvisorId?: string | undefined;
+    /** List of Financial Advisor IDs to associate with the Investor.
+The first advisor in the list will be marked as primary.
+Cannot be used together with FinancialAdvisorId. */
+    financialAdvisorIds?: string[] | undefined;
     /** Represents the unique ID provided by a Partner, used to identify an Investor. */
     investorReferenceId: string;
     /** Type of the Investor. */
@@ -2202,8 +2209,13 @@ export interface ICreateInvestor {
     /** The Financial Institution ID associated with the Investor.
 If not provided, the default Financial Institution for the Partner will be used. */
     financialInstitutionId?: string | undefined;
-    /** The Financial Advisor ID associated with the Investor. */
+    /** The Financial Advisor ID associated with the Investor.
+For backward compatibility: use this field to assign a single advisor. */
     financialAdvisorId?: string | undefined;
+    /** List of Financial Advisor IDs to associate with the Investor.
+The first advisor in the list will be marked as primary.
+Cannot be used together with FinancialAdvisorId. */
+    financialAdvisorIds?: string[] | undefined;
     /** Represents the unique ID provided by a Partner, used to identify an Investor. */
     investorReferenceId: string;
     /** Type of the Investor. */
@@ -2392,6 +2404,9 @@ export declare class CreateTransaction implements ICreateTransaction {
     isFullExit?: boolean | undefined;
     /** The reference ID of an order submitted. */
     referenceId?: string | undefined;
+    /** The financial advisor ID to assign to this transaction.
+If not provided, no advisor will be assigned. */
+    financialAdvisorId?: string | undefined;
     constructor(data?: ICreateTransaction);
     init(_data?: any): void;
     static fromJS(data: any): CreateTransaction;
@@ -2414,6 +2429,9 @@ export interface ICreateTransaction {
     isFullExit?: boolean | undefined;
     /** The reference ID of an order submitted. */
     referenceId?: string | undefined;
+    /** The financial advisor ID to assign to this transaction.
+If not provided, no advisor will be assigned. */
+    financialAdvisorId?: string | undefined;
 }
 /** CreateWatchlist represents the request to create or update a watchlist item. */
 export declare class CreateWatchlist implements ICreateWatchlist {
@@ -3465,6 +3483,8 @@ export declare class IndicationOfInterestV2 implements IIndicationOfInterestV2 {
     investorLastName?: string | undefined;
     /** The name of the target asset (for display purposes). */
     targetName?: string | undefined;
+    /** Specifies whether the IOI is currently available. */
+    isActive?: boolean;
     constructor(data?: IIndicationOfInterestV2);
     init(_data?: any): void;
     static fromJS(data: any): IndicationOfInterestV2;
@@ -3500,6 +3520,8 @@ export interface IIndicationOfInterestV2 {
     investorLastName?: string | undefined;
     /** The name of the target asset (for display purposes). */
     targetName?: string | undefined;
+    /** Specifies whether the IOI is currently available. */
+    isActive?: boolean;
 }
 export declare class IndicationOfInterestV2ApiResponse implements IIndicationOfInterestV2ApiResponse {
     items?: IndicationOfInterestV2[] | undefined;
@@ -3945,8 +3967,12 @@ export declare class Investor implements IInvestor {
     partnerId: string;
     /** The Financial Institution ID associated with the Investor. */
     financialInstitutionId: string | undefined;
-    /** The Financial Advisor ID associated with the Investor. */
+    /** The Financial Advisor ID associated with the Investor.
+For backward compatibility: returns the single advisor ID if investor has exactly one advisor, otherwise null. */
     financialAdvisorId: string | undefined;
+    /** List of Financial Advisor IDs associated with the Investor.
+Supports many-to-many relationship between investors and advisors. */
+    financialAdvisorIds?: string[] | undefined;
     /** Updated at the specified date. */
     updatedAt?: Date | undefined;
     /** Represents the unique ID provided by a Partner, used to identify an Investor. */
@@ -3982,8 +4008,12 @@ export interface IInvestor {
     partnerId: string;
     /** The Financial Institution ID associated with the Investor. */
     financialInstitutionId: string | undefined;
-    /** The Financial Advisor ID associated with the Investor. */
+    /** The Financial Advisor ID associated with the Investor.
+For backward compatibility: returns the single advisor ID if investor has exactly one advisor, otherwise null. */
     financialAdvisorId: string | undefined;
+    /** List of Financial Advisor IDs associated with the Investor.
+Supports many-to-many relationship between investors and advisors. */
+    financialAdvisorIds?: string[] | undefined;
     /** Updated at the specified date. */
     updatedAt?: Date | undefined;
     /** Represents the unique ID provided by a Partner, used to identify an Investor. */
@@ -8334,8 +8364,14 @@ export declare class UpdateInvestor implements IUpdateInvestor {
     id: string;
     /** Represents the unique ID provided by a Partner, used to identify an Investor. */
     investorReferenceId?: string | undefined;
-    /** The Financial Advisor ID associated with the Investor. */
+    /** The Financial Advisor ID associated with the Investor.
+For backward compatibility: use this field to update to a single advisor. */
     financialAdvisorId?: string | undefined;
+    /** List of Financial Advisor IDs to associate with the Investor.
+When provided, replaces all existing advisor associations.
+The first advisor in the list will be marked as primary.
+Cannot be used together with FinancialAdvisorId. */
+    financialAdvisorIds?: string[] | undefined;
     constructor(data?: IUpdateInvestor);
     init(_data?: any): void;
     static fromJS(data: any): UpdateInvestor;
@@ -8350,8 +8386,14 @@ export interface IUpdateInvestor {
     id: string;
     /** Represents the unique ID provided by a Partner, used to identify an Investor. */
     investorReferenceId?: string | undefined;
-    /** The Financial Advisor ID associated with the Investor. */
+    /** The Financial Advisor ID associated with the Investor.
+For backward compatibility: use this field to update to a single advisor. */
     financialAdvisorId?: string | undefined;
+    /** List of Financial Advisor IDs to associate with the Investor.
+When provided, replaces all existing advisor associations.
+The first advisor in the list will be marked as primary.
+Cannot be used together with FinancialAdvisorId. */
+    financialAdvisorIds?: string[] | undefined;
 }
 export declare class UpdateInvestorAccreditation implements IUpdateInvestorAccreditation {
     investorId: string;

package/dist/Client.js

@@ -1434,6 +1434,7 @@ export class Client {
      * @param searchTerm (optional) Optional search term on the company/target name.
      * @param investorId (optional) Filter the returned IndicationOfInterests by an InvestorId.
      * @param targetAssetType (optional) Filter the returned IndicationOfInterests by the primary_offering_api_models.IndicationOfInterests.Enums.IndicationOfInterestTargetAssetType.
+     * @param isActive (optional) Filter the IndicationOfInterests by whether it is in the active state.
      * @param page (optional) Number of the page to retrieve.
     Defaults to 1 if not specified.
      * @param pageSize (optional) Size of the page to retrieve.
@@ -1442,7 +1443,7 @@ export class Client {
      * @param sortOrder (optional) Which direction to sort by.
      * @return Returns the list of IndicationOfInterest.
      */
-    getAllIndicationOfInterestsV2(searchTerm, investorId, targetAssetType, page, pageSize, sortProperty, sortOrder) {
+    getAllIndicationOfInterestsV2(searchTerm, investorId, targetAssetType, isActive, page, pageSize, sortProperty, sortOrder) {
         let url_ = this.baseUrl + "/primary/v2/indication-of-interest?";
         if (searchTerm === null)
             throw new globalThis.Error("The parameter 'searchTerm' cannot be null.");
@@ -1456,6 +1457,10 @@ export class Client {
             throw new globalThis.Error("The parameter 'targetAssetType' cannot be null.");
         else if (targetAssetType !== undefined)
             url_ += "targetAssetType=" + encodeURIComponent("" + targetAssetType) + "&";
+        if (isActive === null)
+            throw new globalThis.Error("The parameter 'isActive' cannot be null.");
+        else if (isActive !== undefined)
+            url_ += "isActive=" + encodeURIComponent("" + isActive) + "&";
         if (page === null)
             throw new globalThis.Error("The parameter 'page' cannot be null.");
         else if (page !== undefined)
@@ -6935,9 +6940,10 @@ export class Client {
      * Get a Questionnaire by Id
      * @param id ID of the Questionnaire to find.
      * @param investorId (optional) Optional investor ID to filter questions based on Investor details.
+     * @param financialAdvisorId (optional) Optional financial advisor ID to filter questions based on advisor details. Requires investorId to be specified.
      * @return Returns the Questionnaire with the specified Id.
      */
-    getQuestionnaireById(id, investorId) {
+    getQuestionnaireById(id, investorId, financialAdvisorId) {
         let url_ = this.baseUrl + "/primary/v1/questionnaire/{id}?";
         if (id === undefined || id === null)
             throw new globalThis.Error("The parameter 'id' must be defined.");
@@ -6946,6 +6952,10 @@ export class Client {
             throw new globalThis.Error("The parameter 'investorId' cannot be null.");
         else if (investorId !== undefined)
             url_ += "investorId=" + encodeURIComponent("" + investorId) + "&";
+        if (financialAdvisorId === null)
+            throw new globalThis.Error("The parameter 'financialAdvisorId' cannot be null.");
+        else if (financialAdvisorId !== undefined)
+            url_ += "financialAdvisorId=" + encodeURIComponent("" + financialAdvisorId) + "&";
         url_ = url_.replace(/[?&]$/, "");
         let options_ = {
             method: "GET",
@@ -6972,6 +6982,14 @@ export class Client {
                 return result200;
             });
         }
+        else if (status === 400) {
+            return response.text().then((_responseText) => {
+                let result400 = null;
+                let resultData400 = _responseText === "" ? null : JSON.parse(_responseText, this.jsonParseReviver);
+                result400 = ProblemDetails.fromJS(resultData400);
+                return throwException("financialAdvisorId was provided without investorId.", status, _responseText, _headers, result400);
+            });
+        }
         else if (status === 404) {
             return response.text().then((_responseText) => {
                 let result404 = null;
@@ -10499,6 +10517,11 @@ export class CreateInvestor {
         if (_data) {
             this.financialInstitutionId = _data["financialInstitutionId"];
             this.financialAdvisorId = _data["financialAdvisorId"];
+            if (Array.isArray(_data["financialAdvisorIds"])) {
+                this.financialAdvisorIds = [];
+                for (let item of _data["financialAdvisorIds"])
+                    this.financialAdvisorIds.push(item);
+            }
             this.investorReferenceId = _data["investorReferenceId"];
             this.type = _data["type"];
             this.pii = _data["pii"] ? InvestorPii.fromJS(_data["pii"]) : undefined;
@@ -10514,6 +10537,11 @@ export class CreateInvestor {
         data = typeof data === 'object' ? data : {};
         data["financialInstitutionId"] = this.financialInstitutionId;
         data["financialAdvisorId"] = this.financialAdvisorId;
+        if (Array.isArray(this.financialAdvisorIds)) {
+            data["financialAdvisorIds"] = [];
+            for (let item of this.financialAdvisorIds)
+                data["financialAdvisorIds"].push(item);
+        }
         data["investorReferenceId"] = this.investorReferenceId;
         data["type"] = this.type;
         data["pii"] = this.pii ? this.pii.toJSON() : undefined;
@@ -10792,6 +10820,7 @@ export class CreateTransaction {
             this.amountShares = _data["amountShares"];
             this.isFullExit = _data["isFullExit"];
             this.referenceId = _data["referenceId"];
+            this.financialAdvisorId = _data["financialAdvisorId"];
         }
     }
     static fromJS(data) {
@@ -10810,6 +10839,7 @@ export class CreateTransaction {
         data["amountShares"] = this.amountShares;
         data["isFullExit"] = this.isFullExit;
         data["referenceId"] = this.referenceId;
+        data["financialAdvisorId"] = this.financialAdvisorId;
         return data;
     }
 }
@@ -12131,6 +12161,7 @@ export class IndicationOfInterestV2 {
             this.investorFirstName = _data["investorFirstName"];
             this.investorLastName = _data["investorLastName"];
             this.targetName = _data["targetName"];
+            this.isActive = _data["isActive"];
         }
     }
     static fromJS(data) {
@@ -12155,6 +12186,7 @@ export class IndicationOfInterestV2 {
         data["investorFirstName"] = this.investorFirstName;
         data["investorLastName"] = this.investorLastName;
         data["targetName"] = this.targetName;
+        data["isActive"] = this.isActive;
         return data;
     }
 }
@@ -12491,6 +12523,11 @@ export class Investor {
             this.partnerId = _data["partnerId"];
             this.financialInstitutionId = _data["financialInstitutionId"];
             this.financialAdvisorId = _data["financialAdvisorId"];
+            if (Array.isArray(_data["financialAdvisorIds"])) {
+                this.financialAdvisorIds = [];
+                for (let item of _data["financialAdvisorIds"])
+                    this.financialAdvisorIds.push(item);
+            }
             this.updatedAt = _data["updatedAt"] ? new Date(_data["updatedAt"].toString()) : undefined;
             this.investorReferenceId = _data["investorReferenceId"];
             this.status = _data["status"];
@@ -12516,6 +12553,11 @@ export class Investor {
         data["partnerId"] = this.partnerId;
         data["financialInstitutionId"] = this.financialInstitutionId;
         data["financialAdvisorId"] = this.financialAdvisorId;
+        if (Array.isArray(this.financialAdvisorIds)) {
+            data["financialAdvisorIds"] = [];
+            for (let item of this.financialAdvisorIds)
+                data["financialAdvisorIds"].push(item);
+        }
         data["updatedAt"] = this.updatedAt ? this.updatedAt.toISOString() : undefined;
         data["investorReferenceId"] = this.investorReferenceId;
         data["status"] = this.status;
@@ -17518,6 +17560,11 @@ export class UpdateInvestor {
             this.id = _data["id"];
             this.investorReferenceId = _data["investorReferenceId"];
             this.financialAdvisorId = _data["financialAdvisorId"];
+            if (Array.isArray(_data["financialAdvisorIds"])) {
+                this.financialAdvisorIds = [];
+                for (let item of _data["financialAdvisorIds"])
+                    this.financialAdvisorIds.push(item);
+            }
         }
     }
     static fromJS(data) {
@@ -17533,6 +17580,11 @@ export class UpdateInvestor {
         data["id"] = this.id;
         data["investorReferenceId"] = this.investorReferenceId;
         data["financialAdvisorId"] = this.financialAdvisorId;
+        if (Array.isArray(this.financialAdvisorIds)) {
+            data["financialAdvisorIds"] = [];
+            for (let item of this.financialAdvisorIds)
+                data["financialAdvisorIds"].push(item);
+        }
         return data;
     }
 }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@monarkmarkets/api-client",
-  "version": "1.3.51",
+  "version": "1.3.53",
   "main": "dist/index.js",
   "module": "dist/index.js",
   "types": "dist/index.d.ts",