hydrogen-nucleus-api 1.9.2

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Files changed (549) hide show
  1. checksums.yaml +7 -0
  2. data/Gemfile +7 -0
  3. data/README.md +80 -0
  4. data/Rakefile +8 -0
  5. data/git_push.sh +55 -0
  6. data/lib/nucleus_api.rb +306 -0
  7. data/lib/nucleus_api/api/account_api.rb +1755 -0
  8. data/lib/nucleus_api/api/admin_client_api.rb +346 -0
  9. data/lib/nucleus_api/api/aggregation_account_api.rb +1642 -0
  10. data/lib/nucleus_api/api/allocation_api.rb +824 -0
  11. data/lib/nucleus_api/api/benchmark_api.rb +362 -0
  12. data/lib/nucleus_api/api/budget_api.rb +307 -0
  13. data/lib/nucleus_api/api/bulk_api.rb +253 -0
  14. data/lib/nucleus_api/api/business_api.rb +526 -0
  15. data/lib/nucleus_api/api/card_api.rb +864 -0
  16. data/lib/nucleus_api/api/client_api.rb +1246 -0
  17. data/lib/nucleus_api/api/contact_api.rb +585 -0
  18. data/lib/nucleus_api/api/decision_tree_api.rb +911 -0
  19. data/lib/nucleus_api/api/document_api.rb +301 -0
  20. data/lib/nucleus_api/api/financial_statement_api.rb +307 -0
  21. data/lib/nucleus_api/api/funding_api.rb +1213 -0
  22. data/lib/nucleus_api/api/goal_api.rb +837 -0
  23. data/lib/nucleus_api/api/household_api.rb +526 -0
  24. data/lib/nucleus_api/api/invoice_api.rb +591 -0
  25. data/lib/nucleus_api/api/model_api.rb +1479 -0
  26. data/lib/nucleus_api/api/order_api.rb +1688 -0
  27. data/lib/nucleus_api/api/overflow_api.rb +468 -0
  28. data/lib/nucleus_api/api/portfolio_api.rb +1840 -0
  29. data/lib/nucleus_api/api/questionnaire_api.rb +857 -0
  30. data/lib/nucleus_api/api/resource_api.rb +823 -0
  31. data/lib/nucleus_api/api/risk_profile_api.rb +301 -0
  32. data/lib/nucleus_api/api/roundup_api.rb +468 -0
  33. data/lib/nucleus_api/api/score_api.rb +301 -0
  34. data/lib/nucleus_api/api/securities_api.rb +863 -0
  35. data/lib/nucleus_api/api/spending_control_api.rb +301 -0
  36. data/lib/nucleus_api/api/utils_api.rb +2692 -0
  37. data/lib/nucleus_api/api/webhook_api.rb +301 -0
  38. data/lib/nucleus_api/api_client.rb +391 -0
  39. data/lib/nucleus_api/api_error.rb +38 -0
  40. data/lib/nucleus_api/auth_configuration.rb +181 -0
  41. data/lib/nucleus_api/configuration.rb +209 -0
  42. data/lib/nucleus_api/environment.rb +26 -0
  43. data/lib/nucleus_api/models/account.rb +335 -0
  44. data/lib/nucleus_api/models/account_allocation_mapping.rb +295 -0
  45. data/lib/nucleus_api/models/account_map.rb +203 -0
  46. data/lib/nucleus_api/models/account_permission_vo.rb +196 -0
  47. data/lib/nucleus_api/models/account_portfolio_rebalance_request.rb +314 -0
  48. data/lib/nucleus_api/models/account_status.rb +271 -0
  49. data/lib/nucleus_api/models/account_type.rb +336 -0
  50. data/lib/nucleus_api/models/acl_client_permission_vo.rb +237 -0
  51. data/lib/nucleus_api/models/admin_client.rb +290 -0
  52. data/lib/nucleus_api/models/aggregation_account.rb +541 -0
  53. data/lib/nucleus_api/models/aggregation_account_balance.rb +285 -0
  54. data/lib/nucleus_api/models/aggregation_account_holding.rb +357 -0
  55. data/lib/nucleus_api/models/aggregation_account_transaction.rb +336 -0
  56. data/lib/nucleus_api/models/aggregation_accounts_map.rb +203 -0
  57. data/lib/nucleus_api/models/allocation.rb +326 -0
  58. data/lib/nucleus_api/models/allocation_aggregated_vo.rb +229 -0
  59. data/lib/nucleus_api/models/allocation_composition.rb +305 -0
  60. data/lib/nucleus_api/models/allocation_composition_aggregated_vo.rb +283 -0
  61. data/lib/nucleus_api/models/allocation_composition_model_holdings_vo.rb +312 -0
  62. data/lib/nucleus_api/models/allocation_node_map.rb +188 -0
  63. data/lib/nucleus_api/models/answer.rb +314 -0
  64. data/lib/nucleus_api/models/answer_map.rb +182 -0
  65. data/lib/nucleus_api/models/application.rb +257 -0
  66. data/lib/nucleus_api/models/audit_log.rb +358 -0
  67. data/lib/nucleus_api/models/available_date_double_vo.rb +244 -0
  68. data/lib/nucleus_api/models/balances.rb +224 -0
  69. data/lib/nucleus_api/models/bank_credit.rb +283 -0
  70. data/lib/nucleus_api/models/bank_link.rb +431 -0
  71. data/lib/nucleus_api/models/bank_link_map.rb +203 -0
  72. data/lib/nucleus_api/models/benchmark.rb +278 -0
  73. data/lib/nucleus_api/models/benchmark_composition.rb +203 -0
  74. data/lib/nucleus_api/models/brokers.rb +204 -0
  75. data/lib/nucleus_api/models/budget.rb +383 -0
  76. data/lib/nucleus_api/models/budget_aggregation_account.rb +188 -0
  77. data/lib/nucleus_api/models/budget_object.rb +214 -0
  78. data/lib/nucleus_api/models/bulk_transaction.rb +227 -0
  79. data/lib/nucleus_api/models/bulk_transaction_vo.rb +218 -0
  80. data/lib/nucleus_api/models/business.rb +430 -0
  81. data/lib/nucleus_api/models/business_address.rb +279 -0
  82. data/lib/nucleus_api/models/business_details_vo.rb +236 -0
  83. data/lib/nucleus_api/models/card.rb +497 -0
  84. data/lib/nucleus_api/models/card_address.rb +269 -0
  85. data/lib/nucleus_api/models/card_balance_vo.rb +214 -0
  86. data/lib/nucleus_api/models/card_details_vo.rb +284 -0
  87. data/lib/nucleus_api/models/card_program.rb +351 -0
  88. data/lib/nucleus_api/models/cash.rb +214 -0
  89. data/lib/nucleus_api/models/categories_map.rb +203 -0
  90. data/lib/nucleus_api/models/check.rb +211 -0
  91. data/lib/nucleus_api/models/check_images.rb +199 -0
  92. data/lib/nucleus_api/models/client.rb +524 -0
  93. data/lib/nucleus_api/models/client_account_mapping.rb +213 -0
  94. data/lib/nucleus_api/models/client_address.rb +279 -0
  95. data/lib/nucleus_api/models/client_business_card_vo.rb +218 -0
  96. data/lib/nucleus_api/models/client_business_total_card_balance_vo.rb +204 -0
  97. data/lib/nucleus_api/models/client_card_vo.rb +244 -0
  98. data/lib/nucleus_api/models/client_credentials.rb +200 -0
  99. data/lib/nucleus_api/models/client_relationship.rb +210 -0
  100. data/lib/nucleus_api/models/client_response.rb +281 -0
  101. data/lib/nucleus_api/models/client_status.rb +271 -0
  102. data/lib/nucleus_api/models/client_view_goal_data.rb +303 -0
  103. data/lib/nucleus_api/models/contact.rb +356 -0
  104. data/lib/nucleus_api/models/contact_address.rb +269 -0
  105. data/lib/nucleus_api/models/country.rb +251 -0
  106. data/lib/nucleus_api/models/currency.rb +213 -0
  107. data/lib/nucleus_api/models/customer_revenue.rb +297 -0
  108. data/lib/nucleus_api/models/date_double_vo.rb +204 -0
  109. data/lib/nucleus_api/models/decision_tree.rb +276 -0
  110. data/lib/nucleus_api/models/decision_tree_co.rb +203 -0
  111. data/lib/nucleus_api/models/decision_tree_result_vo.rb +193 -0
  112. data/lib/nucleus_api/models/document.rb +407 -0
  113. data/lib/nucleus_api/models/employment.rb +214 -0
  114. data/lib/nucleus_api/models/external_account_transfer.rb +413 -0
  115. data/lib/nucleus_api/models/feature.rb +287 -0
  116. data/lib/nucleus_api/models/feature_track.rb +252 -0
  117. data/lib/nucleus_api/models/financial_statement.rb +363 -0
  118. data/lib/nucleus_api/models/funding.rb +509 -0
  119. data/lib/nucleus_api/models/funding_request_map.rb +188 -0
  120. data/lib/nucleus_api/models/funding_transaction.rb +391 -0
  121. data/lib/nucleus_api/models/fx_rate.rb +234 -0
  122. data/lib/nucleus_api/models/fx_rate_view.rb +234 -0
  123. data/lib/nucleus_api/models/goal.rb +341 -0
  124. data/lib/nucleus_api/models/goal_account_mapping.rb +219 -0
  125. data/lib/nucleus_api/models/goal_track.rb +373 -0
  126. data/lib/nucleus_api/models/goal_track_accounts.rb +188 -0
  127. data/lib/nucleus_api/models/household.rb +286 -0
  128. data/lib/nucleus_api/models/institution.rb +256 -0
  129. data/lib/nucleus_api/models/investment.rb +279 -0
  130. data/lib/nucleus_api/models/invoice.rb +473 -0
  131. data/lib/nucleus_api/models/invoice_payment.rb +282 -0
  132. data/lib/nucleus_api/models/json_node.rb +173 -0
  133. data/lib/nucleus_api/models/line_items.rb +279 -0
  134. data/lib/nucleus_api/models/location.rb +254 -0
  135. data/lib/nucleus_api/models/member.rb +218 -0
  136. data/lib/nucleus_api/models/merchant_category_code.rb +229 -0
  137. data/lib/nucleus_api/models/merchants_map.rb +203 -0
  138. data/lib/nucleus_api/models/model.rb +397 -0
  139. data/lib/nucleus_api/models/model_asset_size.rb +275 -0
  140. data/lib/nucleus_api/models/model_comment.rb +265 -0
  141. data/lib/nucleus_api/models/model_holding.rb +371 -0
  142. data/lib/nucleus_api/models/model_holding_vo.rb +209 -0
  143. data/lib/nucleus_api/models/model_transaction.rb +299 -0
  144. data/lib/nucleus_api/models/mx_merchant_res.rb +236 -0
  145. data/lib/nucleus_api/models/node.rb +261 -0
  146. data/lib/nucleus_api/models/node_relationship.rb +301 -0
  147. data/lib/nucleus_api/models/notification.rb +314 -0
  148. data/lib/nucleus_api/models/notification_client.rb +310 -0
  149. data/lib/nucleus_api/models/notification_setting.rb +301 -0
  150. data/lib/nucleus_api/models/order.rb +391 -0
  151. data/lib/nucleus_api/models/order_bulk.rb +310 -0
  152. data/lib/nucleus_api/models/order_reconcile_request.rb +221 -0
  153. data/lib/nucleus_api/models/order_reconcile_return_object.rb +228 -0
  154. data/lib/nucleus_api/models/order_status.rb +251 -0
  155. data/lib/nucleus_api/models/order_track.rb +317 -0
  156. data/lib/nucleus_api/models/order_vo_clone.rb +305 -0
  157. data/lib/nucleus_api/models/overflow.rb +282 -0
  158. data/lib/nucleus_api/models/overflow_bank_link_map.rb +213 -0
  159. data/lib/nucleus_api/models/overflow_settings.rb +288 -0
  160. data/lib/nucleus_api/models/overflow_vo.rb +204 -0
  161. data/lib/nucleus_api/models/ownership.rb +234 -0
  162. data/lib/nucleus_api/models/page_account.rb +259 -0
  163. data/lib/nucleus_api/models/page_account_allocation_mapping.rb +259 -0
  164. data/lib/nucleus_api/models/page_account_permission_vo.rb +259 -0
  165. data/lib/nucleus_api/models/page_account_status.rb +259 -0
  166. data/lib/nucleus_api/models/page_account_type.rb +259 -0
  167. data/lib/nucleus_api/models/page_admin_client.rb +259 -0
  168. data/lib/nucleus_api/models/page_aggregation_account.rb +259 -0
  169. data/lib/nucleus_api/models/page_aggregation_account_balance.rb +259 -0
  170. data/lib/nucleus_api/models/page_aggregation_account_holding.rb +259 -0
  171. data/lib/nucleus_api/models/page_aggregation_account_transaction.rb +259 -0
  172. data/lib/nucleus_api/models/page_allocation.rb +259 -0
  173. data/lib/nucleus_api/models/page_allocation_composition.rb +259 -0
  174. data/lib/nucleus_api/models/page_answer.rb +259 -0
  175. data/lib/nucleus_api/models/page_application.rb +259 -0
  176. data/lib/nucleus_api/models/page_audit_log.rb +259 -0
  177. data/lib/nucleus_api/models/page_bank_link.rb +259 -0
  178. data/lib/nucleus_api/models/page_benchmark.rb +259 -0
  179. data/lib/nucleus_api/models/page_budget.rb +259 -0
  180. data/lib/nucleus_api/models/page_business.rb +259 -0
  181. data/lib/nucleus_api/models/page_card.rb +259 -0
  182. data/lib/nucleus_api/models/page_card_program.rb +259 -0
  183. data/lib/nucleus_api/models/page_client.rb +259 -0
  184. data/lib/nucleus_api/models/page_client_business_card_vo.rb +259 -0
  185. data/lib/nucleus_api/models/page_client_response.rb +259 -0
  186. data/lib/nucleus_api/models/page_client_status.rb +259 -0
  187. data/lib/nucleus_api/models/page_contact.rb +259 -0
  188. data/lib/nucleus_api/models/page_customer_revenue.rb +259 -0
  189. data/lib/nucleus_api/models/page_decision_tree.rb +259 -0
  190. data/lib/nucleus_api/models/page_document.rb +259 -0
  191. data/lib/nucleus_api/models/page_external_account_transfer.rb +259 -0
  192. data/lib/nucleus_api/models/page_feature.rb +259 -0
  193. data/lib/nucleus_api/models/page_feature_track.rb +259 -0
  194. data/lib/nucleus_api/models/page_financial_statement.rb +259 -0
  195. data/lib/nucleus_api/models/page_funding.rb +259 -0
  196. data/lib/nucleus_api/models/page_funding_transaction.rb +259 -0
  197. data/lib/nucleus_api/models/page_goal.rb +259 -0
  198. data/lib/nucleus_api/models/page_goal_track.rb +259 -0
  199. data/lib/nucleus_api/models/page_household.rb +259 -0
  200. data/lib/nucleus_api/models/page_institution.rb +259 -0
  201. data/lib/nucleus_api/models/page_invoice.rb +259 -0
  202. data/lib/nucleus_api/models/page_invoice_payment.rb +259 -0
  203. data/lib/nucleus_api/models/page_model.rb +259 -0
  204. data/lib/nucleus_api/models/page_model_asset_size.rb +259 -0
  205. data/lib/nucleus_api/models/page_model_comment.rb +259 -0
  206. data/lib/nucleus_api/models/page_model_holding.rb +259 -0
  207. data/lib/nucleus_api/models/page_model_transaction.rb +259 -0
  208. data/lib/nucleus_api/models/page_mx_merchant_res.rb +274 -0
  209. data/lib/nucleus_api/models/page_node.rb +259 -0
  210. data/lib/nucleus_api/models/page_node_relationship.rb +259 -0
  211. data/lib/nucleus_api/models/page_notification.rb +259 -0
  212. data/lib/nucleus_api/models/page_notification_client.rb +259 -0
  213. data/lib/nucleus_api/models/page_notification_setting.rb +259 -0
  214. data/lib/nucleus_api/models/page_order.rb +259 -0
  215. data/lib/nucleus_api/models/page_order_bulk.rb +259 -0
  216. data/lib/nucleus_api/models/page_order_status.rb +259 -0
  217. data/lib/nucleus_api/models/page_order_track.rb +259 -0
  218. data/lib/nucleus_api/models/page_overflow.rb +259 -0
  219. data/lib/nucleus_api/models/page_overflow_settings.rb +259 -0
  220. data/lib/nucleus_api/models/page_portfolio.rb +259 -0
  221. data/lib/nucleus_api/models/page_portfolio_asset_size_log.rb +259 -0
  222. data/lib/nucleus_api/models/page_portfolio_comment.rb +259 -0
  223. data/lib/nucleus_api/models/page_portfolio_goal.rb +259 -0
  224. data/lib/nucleus_api/models/page_portfolio_holding_agg.rb +259 -0
  225. data/lib/nucleus_api/models/page_portfolio_holding_log.rb +259 -0
  226. data/lib/nucleus_api/models/page_portfolio_transaction.rb +259 -0
  227. data/lib/nucleus_api/models/page_question.rb +259 -0
  228. data/lib/nucleus_api/models/page_questionnaire.rb +259 -0
  229. data/lib/nucleus_api/models/page_reason_code.rb +259 -0
  230. data/lib/nucleus_api/models/page_risk_profile.rb +259 -0
  231. data/lib/nucleus_api/models/page_roundup.rb +259 -0
  232. data/lib/nucleus_api/models/page_roundup_settings.rb +259 -0
  233. data/lib/nucleus_api/models/page_score.rb +259 -0
  234. data/lib/nucleus_api/models/page_security.rb +259 -0
  235. data/lib/nucleus_api/models/page_security_exclusion.rb +259 -0
  236. data/lib/nucleus_api/models/page_security_price.rb +259 -0
  237. data/lib/nucleus_api/models/page_spending_control.rb +259 -0
  238. data/lib/nucleus_api/models/page_stage.rb +259 -0
  239. data/lib/nucleus_api/models/page_transaction_code.rb +259 -0
  240. data/lib/nucleus_api/models/page_webhook.rb +259 -0
  241. data/lib/nucleus_api/models/pageable.rb +227 -0
  242. data/lib/nucleus_api/models/permission_vo.rb +227 -0
  243. data/lib/nucleus_api/models/portfolio.rb +337 -0
  244. data/lib/nucleus_api/models/portfolio_asset_size_log.rb +330 -0
  245. data/lib/nucleus_api/models/portfolio_comment.rb +280 -0
  246. data/lib/nucleus_api/models/portfolio_goal.rb +256 -0
  247. data/lib/nucleus_api/models/portfolio_goal_map.rb +203 -0
  248. data/lib/nucleus_api/models/portfolio_holding_agg.rb +244 -0
  249. data/lib/nucleus_api/models/portfolio_holding_log.rb +340 -0
  250. data/lib/nucleus_api/models/portfolio_transaction.rb +536 -0
  251. data/lib/nucleus_api/models/question.rb +362 -0
  252. data/lib/nucleus_api/models/questionnaire.rb +288 -0
  253. data/lib/nucleus_api/models/reason_code.rb +275 -0
  254. data/lib/nucleus_api/models/risk_profile.rb +287 -0
  255. data/lib/nucleus_api/models/roundup.rb +267 -0
  256. data/lib/nucleus_api/models/roundup_co.rb +233 -0
  257. data/lib/nucleus_api/models/roundup_settings.rb +332 -0
  258. data/lib/nucleus_api/models/score.rb +375 -0
  259. data/lib/nucleus_api/models/securities_composition.rb +233 -0
  260. data/lib/nucleus_api/models/securities_country.rb +203 -0
  261. data/lib/nucleus_api/models/security.rb +435 -0
  262. data/lib/nucleus_api/models/security_composition_vo.rb +301 -0
  263. data/lib/nucleus_api/models/security_country_vo.rb +191 -0
  264. data/lib/nucleus_api/models/security_exclusion.rb +301 -0
  265. data/lib/nucleus_api/models/security_price.rb +314 -0
  266. data/lib/nucleus_api/models/sort.rb +234 -0
  267. data/lib/nucleus_api/models/spending_control.rb +343 -0
  268. data/lib/nucleus_api/models/stage.rb +346 -0
  269. data/lib/nucleus_api/models/stat.rb +204 -0
  270. data/lib/nucleus_api/models/state.rb +203 -0
  271. data/lib/nucleus_api/models/statistic_resource_vo.rb +209 -0
  272. data/lib/nucleus_api/models/token_date_request.rb +234 -0
  273. data/lib/nucleus_api/models/transaction_code.rb +313 -0
  274. data/lib/nucleus_api/models/v_account_vo.rb +227 -0
  275. data/lib/nucleus_api/models/v_client_goal_view_data.rb +229 -0
  276. data/lib/nucleus_api/models/v_portfolio_vo.rb +209 -0
  277. data/lib/nucleus_api/models/webhook.rb +278 -0
  278. data/lib/nucleus_api/version.rb +15 -0
  279. data/nucleus_api.gemspec +46 -0
  280. data/spec/api/account_api_spec.rb +445 -0
  281. data/spec/api/admin_client_api_spec.rb +107 -0
  282. data/spec/api/aggregation_account_api_spec.rb +412 -0
  283. data/spec/api/allocation_api_spec.rb +225 -0
  284. data/spec/api/benchmark_api_spec.rb +115 -0
  285. data/spec/api/budget_api_spec.rb +102 -0
  286. data/spec/api/bulk_api_spec.rb +86 -0
  287. data/spec/api/business_api_spec.rb +159 -0
  288. data/spec/api/card_api_spec.rb +239 -0
  289. data/spec/api/client_api_spec.rb +327 -0
  290. data/spec/api/contact_api_spec.rb +167 -0
  291. data/spec/api/decision_tree_api_spec.rb +242 -0
  292. data/spec/api/document_api_spec.rb +100 -0
  293. data/spec/api/financial_statement_api_spec.rb +102 -0
  294. data/spec/api/funding_api_spec.rb +315 -0
  295. data/spec/api/goal_api_spec.rb +231 -0
  296. data/spec/api/household_api_spec.rb +159 -0
  297. data/spec/api/invoice_api_spec.rb +169 -0
  298. data/spec/api/model_api_spec.rb +375 -0
  299. data/spec/api/order_api_spec.rb +412 -0
  300. data/spec/api/overflow_api_spec.rb +140 -0
  301. data/spec/api/portfolio_api_spec.rb +464 -0
  302. data/spec/api/questionnaire_api_spec.rb +230 -0
  303. data/spec/api/resource_api_spec.rb +229 -0
  304. data/spec/api/risk_profile_api_spec.rb +100 -0
  305. data/spec/api/roundup_api_spec.rb +140 -0
  306. data/spec/api/score_api_spec.rb +100 -0
  307. data/spec/api/securities_api_spec.rb +232 -0
  308. data/spec/api/spending_control_api_spec.rb +100 -0
  309. data/spec/api/utils_api_spec.rb +660 -0
  310. data/spec/api/webhook_api_spec.rb +100 -0
  311. data/spec/api_client_spec.rb +243 -0
  312. data/spec/configuration_spec.rb +42 -0
  313. data/spec/models/account_allocation_mapping_spec.rb +95 -0
  314. data/spec/models/account_map_spec.rb +47 -0
  315. data/spec/models/account_permission_vo_spec.rb +47 -0
  316. data/spec/models/account_portfolio_rebalance_request_spec.rb +119 -0
  317. data/spec/models/account_spec.rb +125 -0
  318. data/spec/models/account_status_spec.rb +89 -0
  319. data/spec/models/account_type_spec.rb +131 -0
  320. data/spec/models/acl_client_permission_vo_spec.rb +57 -0
  321. data/spec/models/admin_client_spec.rb +113 -0
  322. data/spec/models/aggregation_account_balance_spec.rb +101 -0
  323. data/spec/models/aggregation_account_holding_spec.rb +149 -0
  324. data/spec/models/aggregation_account_spec.rb +251 -0
  325. data/spec/models/aggregation_account_transaction_spec.rb +131 -0
  326. data/spec/models/aggregation_accounts_map_spec.rb +47 -0
  327. data/spec/models/allocation_aggregated_vo_spec.rb +71 -0
  328. data/spec/models/allocation_composition_aggregated_vo_spec.rb +107 -0
  329. data/spec/models/allocation_composition_model_holdings_vo_spec.rb +125 -0
  330. data/spec/models/allocation_composition_spec.rb +101 -0
  331. data/spec/models/allocation_node_map_spec.rb +41 -0
  332. data/spec/models/allocation_spec.rb +125 -0
  333. data/spec/models/answer_map_spec.rb +41 -0
  334. data/spec/models/answer_spec.rb +119 -0
  335. data/spec/models/application_spec.rb +83 -0
  336. data/spec/models/audit_log_spec.rb +131 -0
  337. data/spec/models/available_date_double_vo_spec.rb +77 -0
  338. data/spec/models/balances_spec.rb +65 -0
  339. data/spec/models/bank_credit_spec.rb +95 -0
  340. data/spec/models/bank_link_map_spec.rb +47 -0
  341. data/spec/models/bank_link_spec.rb +179 -0
  342. data/spec/models/benchmark_composition_spec.rb +47 -0
  343. data/spec/models/benchmark_spec.rb +95 -0
  344. data/spec/models/brokers_spec.rb +47 -0
  345. data/spec/models/budget_aggregation_account_spec.rb +41 -0
  346. data/spec/models/budget_object_spec.rb +53 -0
  347. data/spec/models/budget_spec.rb +149 -0
  348. data/spec/models/bulk_transaction_spec.rb +71 -0
  349. data/spec/models/bulk_transaction_vo_spec.rb +65 -0
  350. data/spec/models/business_address_spec.rb +83 -0
  351. data/spec/models/business_details_vo_spec.rb +71 -0
  352. data/spec/models/business_spec.rb +185 -0
  353. data/spec/models/card_address_spec.rb +77 -0
  354. data/spec/models/card_balance_vo_spec.rb +59 -0
  355. data/spec/models/card_details_vo_spec.rb +101 -0
  356. data/spec/models/card_program_spec.rb +131 -0
  357. data/spec/models/card_spec.rb +215 -0
  358. data/spec/models/cash_spec.rb +53 -0
  359. data/spec/models/categories_map_spec.rb +47 -0
  360. data/spec/models/check_images_spec.rb +47 -0
  361. data/spec/models/check_spec.rb +53 -0
  362. data/spec/models/client_account_mapping_spec.rb +53 -0
  363. data/spec/models/client_address_spec.rb +83 -0
  364. data/spec/models/client_business_card_vo_spec.rb +59 -0
  365. data/spec/models/client_business_total_card_balance_vo_spec.rb +53 -0
  366. data/spec/models/client_card_vo_spec.rb +77 -0
  367. data/spec/models/client_credentials_spec.rb +53 -0
  368. data/spec/models/client_relationship_spec.rb +53 -0
  369. data/spec/models/client_response_spec.rb +95 -0
  370. data/spec/models/client_spec.rb +239 -0
  371. data/spec/models/client_status_spec.rb +89 -0
  372. data/spec/models/client_view_goal_data_spec.rb +119 -0
  373. data/spec/models/contact_address_spec.rb +77 -0
  374. data/spec/models/contact_spec.rb +143 -0
  375. data/spec/models/country_spec.rb +71 -0
  376. data/spec/models/currency_spec.rb +59 -0
  377. data/spec/models/customer_revenue_spec.rb +95 -0
  378. data/spec/models/date_double_vo_spec.rb +53 -0
  379. data/spec/models/decision_tree_co_spec.rb +47 -0
  380. data/spec/models/decision_tree_result_vo_spec.rb +47 -0
  381. data/spec/models/decision_tree_spec.rb +95 -0
  382. data/spec/models/document_spec.rb +173 -0
  383. data/spec/models/employment_spec.rb +59 -0
  384. data/spec/models/external_account_transfer_spec.rb +161 -0
  385. data/spec/models/feature_spec.rb +101 -0
  386. data/spec/models/feature_track_spec.rb +77 -0
  387. data/spec/models/financial_statement_spec.rb +137 -0
  388. data/spec/models/funding_request_map_spec.rb +41 -0
  389. data/spec/models/funding_spec.rb +221 -0
  390. data/spec/models/funding_transaction_spec.rb +155 -0
  391. data/spec/models/fx_rate_spec.rb +59 -0
  392. data/spec/models/fx_rate_view_spec.rb +59 -0
  393. data/spec/models/goal_account_mapping_spec.rb +59 -0
  394. data/spec/models/goal_spec.rb +137 -0
  395. data/spec/models/goal_track_accounts_spec.rb +41 -0
  396. data/spec/models/goal_track_spec.rb +149 -0
  397. data/spec/models/household_spec.rb +101 -0
  398. data/spec/models/institution_spec.rb +83 -0
  399. data/spec/models/investment_spec.rb +89 -0
  400. data/spec/models/invoice_payment_spec.rb +89 -0
  401. data/spec/models/invoice_spec.rb +197 -0
  402. data/spec/models/json_node_spec.rb +35 -0
  403. data/spec/models/line_items_spec.rb +83 -0
  404. data/spec/models/location_spec.rb +83 -0
  405. data/spec/models/member_spec.rb +59 -0
  406. data/spec/models/merchant_category_code_spec.rb +65 -0
  407. data/spec/models/merchants_map_spec.rb +47 -0
  408. data/spec/models/model_asset_size_spec.rb +89 -0
  409. data/spec/models/model_comment_spec.rb +83 -0
  410. data/spec/models/model_holding_spec.rb +143 -0
  411. data/spec/models/model_holding_vo_spec.rb +59 -0
  412. data/spec/models/model_spec.rb +167 -0
  413. data/spec/models/model_transaction_spec.rb +95 -0
  414. data/spec/models/mx_merchant_res_spec.rb +77 -0
  415. data/spec/models/node_relationship_spec.rb +101 -0
  416. data/spec/models/node_spec.rb +83 -0
  417. data/spec/models/notification_client_spec.rb +107 -0
  418. data/spec/models/notification_setting_spec.rb +107 -0
  419. data/spec/models/notification_spec.rb +113 -0
  420. data/spec/models/order_bulk_spec.rb +101 -0
  421. data/spec/models/order_reconcile_request_spec.rb +65 -0
  422. data/spec/models/order_reconcile_return_object_spec.rb +65 -0
  423. data/spec/models/order_spec.rb +155 -0
  424. data/spec/models/order_status_spec.rb +77 -0
  425. data/spec/models/order_track_spec.rb +113 -0
  426. data/spec/models/order_vo_clone_spec.rb +113 -0
  427. data/spec/models/overflow_bank_link_map_spec.rb +53 -0
  428. data/spec/models/overflow_settings_spec.rb +95 -0
  429. data/spec/models/overflow_spec.rb +89 -0
  430. data/spec/models/overflow_vo_spec.rb +53 -0
  431. data/spec/models/ownership_spec.rb +65 -0
  432. data/spec/models/page_account_allocation_mapping_spec.rb +89 -0
  433. data/spec/models/page_account_permission_vo_spec.rb +89 -0
  434. data/spec/models/page_account_spec.rb +89 -0
  435. data/spec/models/page_account_status_spec.rb +89 -0
  436. data/spec/models/page_account_type_spec.rb +89 -0
  437. data/spec/models/page_admin_client_spec.rb +89 -0
  438. data/spec/models/page_aggregation_account_balance_spec.rb +89 -0
  439. data/spec/models/page_aggregation_account_holding_spec.rb +89 -0
  440. data/spec/models/page_aggregation_account_spec.rb +89 -0
  441. data/spec/models/page_aggregation_account_transaction_spec.rb +89 -0
  442. data/spec/models/page_allocation_composition_spec.rb +89 -0
  443. data/spec/models/page_allocation_spec.rb +89 -0
  444. data/spec/models/page_answer_spec.rb +89 -0
  445. data/spec/models/page_application_spec.rb +89 -0
  446. data/spec/models/page_audit_log_spec.rb +89 -0
  447. data/spec/models/page_bank_link_spec.rb +89 -0
  448. data/spec/models/page_benchmark_spec.rb +89 -0
  449. data/spec/models/page_budget_spec.rb +89 -0
  450. data/spec/models/page_business_spec.rb +89 -0
  451. data/spec/models/page_card_program_spec.rb +89 -0
  452. data/spec/models/page_card_spec.rb +89 -0
  453. data/spec/models/page_client_business_card_vo_spec.rb +89 -0
  454. data/spec/models/page_client_response_spec.rb +89 -0
  455. data/spec/models/page_client_spec.rb +89 -0
  456. data/spec/models/page_client_status_spec.rb +89 -0
  457. data/spec/models/page_contact_spec.rb +89 -0
  458. data/spec/models/page_customer_revenue_spec.rb +89 -0
  459. data/spec/models/page_decision_tree_spec.rb +89 -0
  460. data/spec/models/page_document_spec.rb +89 -0
  461. data/spec/models/page_external_account_transfer_spec.rb +89 -0
  462. data/spec/models/page_feature_spec.rb +89 -0
  463. data/spec/models/page_feature_track_spec.rb +89 -0
  464. data/spec/models/page_financial_statement_spec.rb +89 -0
  465. data/spec/models/page_funding_spec.rb +89 -0
  466. data/spec/models/page_funding_transaction_spec.rb +89 -0
  467. data/spec/models/page_goal_spec.rb +89 -0
  468. data/spec/models/page_goal_track_spec.rb +89 -0
  469. data/spec/models/page_household_spec.rb +89 -0
  470. data/spec/models/page_institution_spec.rb +89 -0
  471. data/spec/models/page_invoice_payment_spec.rb +89 -0
  472. data/spec/models/page_invoice_spec.rb +89 -0
  473. data/spec/models/page_model_asset_size_spec.rb +89 -0
  474. data/spec/models/page_model_comment_spec.rb +89 -0
  475. data/spec/models/page_model_holding_spec.rb +89 -0
  476. data/spec/models/page_model_spec.rb +89 -0
  477. data/spec/models/page_model_transaction_spec.rb +89 -0
  478. data/spec/models/page_mx_merchant_res_spec.rb +101 -0
  479. data/spec/models/page_node_relationship_spec.rb +89 -0
  480. data/spec/models/page_node_spec.rb +89 -0
  481. data/spec/models/page_notification_client_spec.rb +89 -0
  482. data/spec/models/page_notification_setting_spec.rb +89 -0
  483. data/spec/models/page_notification_spec.rb +89 -0
  484. data/spec/models/page_order_bulk_spec.rb +89 -0
  485. data/spec/models/page_order_spec.rb +89 -0
  486. data/spec/models/page_order_status_spec.rb +89 -0
  487. data/spec/models/page_order_track_spec.rb +89 -0
  488. data/spec/models/page_overflow_settings_spec.rb +89 -0
  489. data/spec/models/page_overflow_spec.rb +89 -0
  490. data/spec/models/page_portfolio_asset_size_log_spec.rb +89 -0
  491. data/spec/models/page_portfolio_comment_spec.rb +89 -0
  492. data/spec/models/page_portfolio_goal_spec.rb +89 -0
  493. data/spec/models/page_portfolio_holding_agg_spec.rb +89 -0
  494. data/spec/models/page_portfolio_holding_log_spec.rb +89 -0
  495. data/spec/models/page_portfolio_spec.rb +89 -0
  496. data/spec/models/page_portfolio_transaction_spec.rb +89 -0
  497. data/spec/models/page_question_spec.rb +89 -0
  498. data/spec/models/page_questionnaire_spec.rb +89 -0
  499. data/spec/models/page_reason_code_spec.rb +89 -0
  500. data/spec/models/page_risk_profile_spec.rb +89 -0
  501. data/spec/models/page_roundup_settings_spec.rb +89 -0
  502. data/spec/models/page_roundup_spec.rb +89 -0
  503. data/spec/models/page_score_spec.rb +89 -0
  504. data/spec/models/page_security_exclusion_spec.rb +89 -0
  505. data/spec/models/page_security_price_spec.rb +89 -0
  506. data/spec/models/page_security_spec.rb +89 -0
  507. data/spec/models/page_spending_control_spec.rb +89 -0
  508. data/spec/models/page_stage_spec.rb +89 -0
  509. data/spec/models/page_transaction_code_spec.rb +89 -0
  510. data/spec/models/page_webhook_spec.rb +89 -0
  511. data/spec/models/pageable_spec.rb +71 -0
  512. data/spec/models/permission_vo_spec.rb +51 -0
  513. data/spec/models/portfolio_asset_size_log_spec.rb +113 -0
  514. data/spec/models/portfolio_comment_spec.rb +89 -0
  515. data/spec/models/portfolio_goal_map_spec.rb +47 -0
  516. data/spec/models/portfolio_goal_spec.rb +77 -0
  517. data/spec/models/portfolio_holding_agg_spec.rb +77 -0
  518. data/spec/models/portfolio_holding_log_spec.rb +119 -0
  519. data/spec/models/portfolio_spec.rb +125 -0
  520. data/spec/models/portfolio_transaction_spec.rb +239 -0
  521. data/spec/models/question_spec.rb +149 -0
  522. data/spec/models/questionnaire_spec.rb +101 -0
  523. data/spec/models/reason_code_spec.rb +95 -0
  524. data/spec/models/risk_profile_spec.rb +101 -0
  525. data/spec/models/roundup_co_spec.rb +65 -0
  526. data/spec/models/roundup_settings_spec.rb +119 -0
  527. data/spec/models/roundup_spec.rb +83 -0
  528. data/spec/models/score_spec.rb +135 -0
  529. data/spec/models/securities_composition_spec.rb +59 -0
  530. data/spec/models/securities_country_spec.rb +47 -0
  531. data/spec/models/security_composition_vo_spec.rb +119 -0
  532. data/spec/models/security_country_vo_spec.rb +47 -0
  533. data/spec/models/security_exclusion_spec.rb +101 -0
  534. data/spec/models/security_price_spec.rb +113 -0
  535. data/spec/models/security_spec.rb +185 -0
  536. data/spec/models/sort_spec.rb +71 -0
  537. data/spec/models/spending_control_spec.rb +125 -0
  538. data/spec/models/stage_spec.rb +137 -0
  539. data/spec/models/stat_spec.rb +47 -0
  540. data/spec/models/state_spec.rb +53 -0
  541. data/spec/models/statistic_resource_vo_spec.rb +59 -0
  542. data/spec/models/token_date_request_spec.rb +71 -0
  543. data/spec/models/transaction_code_spec.rb +119 -0
  544. data/spec/models/v_account_vo_spec.rb +71 -0
  545. data/spec/models/v_client_goal_view_data_spec.rb +71 -0
  546. data/spec/models/v_portfolio_vo_spec.rb +59 -0
  547. data/spec/models/webhook_spec.rb +87 -0
  548. data/spec/spec_helper.rb +111 -0
  549. metadata +1059 -0
@@ -0,0 +1,1840 @@
1
+ =begin
2
+ #Hydrogen Nucleus API
3
+
4
+ #The Hydrogen Nucleus API
5
+
6
+ OpenAPI spec version: 1.9.2
7
+ Contact: info@hydrogenplatform.com
8
+ Generated by: https://github.com/swagger-api/swagger-codegen.git
9
+ Swagger Codegen version: 2.4.19
10
+
11
+ =end
12
+
13
+ require 'uri'
14
+
15
+ module NucleusApi
16
+ class PortfolioApi
17
+ attr_accessor :api_client
18
+
19
+ def initialize(api_client = ApiClient.default)
20
+ @api_client = api_client
21
+ end
22
+ # Create a portfolio asset size
23
+ # Create a new asset size record for a portfolio.
24
+ # @param portfolio_asset_size_log_request portfolioAssetSizeLogRequest
25
+ # @param [Hash] opts the optional parameters
26
+ # @return [PortfolioAssetSizeLog]
27
+ def create_portfolio_asset_size_using_post(portfolio_asset_size_log_request, opts = {})
28
+ data, _status_code, _headers = create_portfolio_asset_size_using_post_with_http_info(portfolio_asset_size_log_request, opts)
29
+ data
30
+ end
31
+
32
+ # Create a portfolio asset size
33
+ # Create a new asset size record for a portfolio.
34
+ # @param portfolio_asset_size_log_request portfolioAssetSizeLogRequest
35
+ # @param [Hash] opts the optional parameters
36
+ # @return [Array<(PortfolioAssetSizeLog, Fixnum, Hash)>] PortfolioAssetSizeLog data, response status code and response headers
37
+ def create_portfolio_asset_size_using_post_with_http_info(portfolio_asset_size_log_request, opts = {})
38
+ if @api_client.config.debugging
39
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_asset_size_using_post ...'
40
+ end
41
+ # verify the required parameter 'portfolio_asset_size_log_request' is set
42
+ if @api_client.config.client_side_validation && portfolio_asset_size_log_request.nil?
43
+ fail ArgumentError, "Missing the required parameter 'portfolio_asset_size_log_request' when calling PortfolioApi.create_portfolio_asset_size_using_post"
44
+ end
45
+ # resource path
46
+ local_var_path = '/nucleus/v1/portfolio_asset_size'
47
+
48
+ # query parameters
49
+ query_params = {}
50
+
51
+ # header parameters
52
+ header_params = {}
53
+ # HTTP header 'Accept' (if needed)
54
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
55
+ # HTTP header 'Content-Type'
56
+ header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
57
+
58
+ # form parameters
59
+ form_params = {}
60
+
61
+ # http body (model)
62
+ post_body = @api_client.object_to_http_body(portfolio_asset_size_log_request)
63
+ auth_names = ['oauth2']
64
+ data, status_code, headers = @api_client.call_api(:POST, local_var_path,
65
+ :header_params => header_params,
66
+ :query_params => query_params,
67
+ :form_params => form_params,
68
+ :body => post_body,
69
+ :auth_names => auth_names,
70
+ :return_type => 'PortfolioAssetSizeLog')
71
+ if @api_client.config.debugging
72
+ @api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_asset_size_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
73
+ end
74
+ return data, status_code, headers
75
+ end
76
+ # Create a portfolio commentary
77
+ # Create a new comment for a portfolio defined for your firm.
78
+ # @param portfolio_comment portfolioComment
79
+ # @param [Hash] opts the optional parameters
80
+ # @return [PortfolioComment]
81
+ def create_portfolio_comment_using_post(portfolio_comment, opts = {})
82
+ data, _status_code, _headers = create_portfolio_comment_using_post_with_http_info(portfolio_comment, opts)
83
+ data
84
+ end
85
+
86
+ # Create a portfolio commentary
87
+ # Create a new comment for a portfolio defined for your firm.
88
+ # @param portfolio_comment portfolioComment
89
+ # @param [Hash] opts the optional parameters
90
+ # @return [Array<(PortfolioComment, Fixnum, Hash)>] PortfolioComment data, response status code and response headers
91
+ def create_portfolio_comment_using_post_with_http_info(portfolio_comment, opts = {})
92
+ if @api_client.config.debugging
93
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_comment_using_post ...'
94
+ end
95
+ # verify the required parameter 'portfolio_comment' is set
96
+ if @api_client.config.client_side_validation && portfolio_comment.nil?
97
+ fail ArgumentError, "Missing the required parameter 'portfolio_comment' when calling PortfolioApi.create_portfolio_comment_using_post"
98
+ end
99
+ # resource path
100
+ local_var_path = '/nucleus/v1/portfolio_comment'
101
+
102
+ # query parameters
103
+ query_params = {}
104
+
105
+ # header parameters
106
+ header_params = {}
107
+ # HTTP header 'Accept' (if needed)
108
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
109
+ # HTTP header 'Content-Type'
110
+ header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
111
+
112
+ # form parameters
113
+ form_params = {}
114
+
115
+ # http body (model)
116
+ post_body = @api_client.object_to_http_body(portfolio_comment)
117
+ auth_names = ['oauth2']
118
+ data, status_code, headers = @api_client.call_api(:POST, local_var_path,
119
+ :header_params => header_params,
120
+ :query_params => query_params,
121
+ :form_params => form_params,
122
+ :body => post_body,
123
+ :auth_names => auth_names,
124
+ :return_type => 'PortfolioComment')
125
+ if @api_client.config.debugging
126
+ @api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_comment_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
127
+ end
128
+ return data, status_code, headers
129
+ end
130
+ # Create an portfolio goal
131
+ # Create an portfolio goal.
132
+ # @param portfolio_goal portfolioGoal
133
+ # @param [Hash] opts the optional parameters
134
+ # @return [PortfolioGoal]
135
+ def create_portfolio_goal_using_post(portfolio_goal, opts = {})
136
+ data, _status_code, _headers = create_portfolio_goal_using_post_with_http_info(portfolio_goal, opts)
137
+ data
138
+ end
139
+
140
+ # Create an portfolio goal
141
+ # Create an portfolio goal.
142
+ # @param portfolio_goal portfolioGoal
143
+ # @param [Hash] opts the optional parameters
144
+ # @return [Array<(PortfolioGoal, Fixnum, Hash)>] PortfolioGoal data, response status code and response headers
145
+ def create_portfolio_goal_using_post_with_http_info(portfolio_goal, opts = {})
146
+ if @api_client.config.debugging
147
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_goal_using_post ...'
148
+ end
149
+ # verify the required parameter 'portfolio_goal' is set
150
+ if @api_client.config.client_side_validation && portfolio_goal.nil?
151
+ fail ArgumentError, "Missing the required parameter 'portfolio_goal' when calling PortfolioApi.create_portfolio_goal_using_post"
152
+ end
153
+ # resource path
154
+ local_var_path = '/nucleus/v1/portfolio_goal'
155
+
156
+ # query parameters
157
+ query_params = {}
158
+
159
+ # header parameters
160
+ header_params = {}
161
+ # HTTP header 'Accept' (if needed)
162
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
163
+ # HTTP header 'Content-Type'
164
+ header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
165
+
166
+ # form parameters
167
+ form_params = {}
168
+
169
+ # http body (model)
170
+ post_body = @api_client.object_to_http_body(portfolio_goal)
171
+ auth_names = ['oauth2']
172
+ data, status_code, headers = @api_client.call_api(:POST, local_var_path,
173
+ :header_params => header_params,
174
+ :query_params => query_params,
175
+ :form_params => form_params,
176
+ :body => post_body,
177
+ :auth_names => auth_names,
178
+ :return_type => 'PortfolioGoal')
179
+ if @api_client.config.debugging
180
+ @api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_goal_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
181
+ end
182
+ return data, status_code, headers
183
+ end
184
+ # Create a portfolio holding
185
+ # Create a new holding record for a portfolio.
186
+ # @param portfolio_holdin_log_request portfolioHoldinLogRequest
187
+ # @param [Hash] opts the optional parameters
188
+ # @return [PortfolioHoldingLog]
189
+ def create_portfolio_holding_using_post(portfolio_holdin_log_request, opts = {})
190
+ data, _status_code, _headers = create_portfolio_holding_using_post_with_http_info(portfolio_holdin_log_request, opts)
191
+ data
192
+ end
193
+
194
+ # Create a portfolio holding
195
+ # Create a new holding record for a portfolio.
196
+ # @param portfolio_holdin_log_request portfolioHoldinLogRequest
197
+ # @param [Hash] opts the optional parameters
198
+ # @return [Array<(PortfolioHoldingLog, Fixnum, Hash)>] PortfolioHoldingLog data, response status code and response headers
199
+ def create_portfolio_holding_using_post_with_http_info(portfolio_holdin_log_request, opts = {})
200
+ if @api_client.config.debugging
201
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_holding_using_post ...'
202
+ end
203
+ # verify the required parameter 'portfolio_holdin_log_request' is set
204
+ if @api_client.config.client_side_validation && portfolio_holdin_log_request.nil?
205
+ fail ArgumentError, "Missing the required parameter 'portfolio_holdin_log_request' when calling PortfolioApi.create_portfolio_holding_using_post"
206
+ end
207
+ # resource path
208
+ local_var_path = '/nucleus/v1/portfolio_holding'
209
+
210
+ # query parameters
211
+ query_params = {}
212
+
213
+ # header parameters
214
+ header_params = {}
215
+ # HTTP header 'Accept' (if needed)
216
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
217
+ # HTTP header 'Content-Type'
218
+ header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
219
+
220
+ # form parameters
221
+ form_params = {}
222
+
223
+ # http body (model)
224
+ post_body = @api_client.object_to_http_body(portfolio_holdin_log_request)
225
+ auth_names = ['oauth2']
226
+ data, status_code, headers = @api_client.call_api(:POST, local_var_path,
227
+ :header_params => header_params,
228
+ :query_params => query_params,
229
+ :form_params => form_params,
230
+ :body => post_body,
231
+ :auth_names => auth_names,
232
+ :return_type => 'PortfolioHoldingLog')
233
+ if @api_client.config.debugging
234
+ @api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_holding_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
235
+ end
236
+ return data, status_code, headers
237
+ end
238
+ # Create a portfolio transaction
239
+ # Create a new transaction record for a portfolio.
240
+ # @param portfolio_transaction_request portfolioTransactionRequest
241
+ # @param [Hash] opts the optional parameters
242
+ # @return [PortfolioTransaction]
243
+ def create_portfolio_transaction_using_post(portfolio_transaction_request, opts = {})
244
+ data, _status_code, _headers = create_portfolio_transaction_using_post_with_http_info(portfolio_transaction_request, opts)
245
+ data
246
+ end
247
+
248
+ # Create a portfolio transaction
249
+ # Create a new transaction record for a portfolio.
250
+ # @param portfolio_transaction_request portfolioTransactionRequest
251
+ # @param [Hash] opts the optional parameters
252
+ # @return [Array<(PortfolioTransaction, Fixnum, Hash)>] PortfolioTransaction data, response status code and response headers
253
+ def create_portfolio_transaction_using_post_with_http_info(portfolio_transaction_request, opts = {})
254
+ if @api_client.config.debugging
255
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_transaction_using_post ...'
256
+ end
257
+ # verify the required parameter 'portfolio_transaction_request' is set
258
+ if @api_client.config.client_side_validation && portfolio_transaction_request.nil?
259
+ fail ArgumentError, "Missing the required parameter 'portfolio_transaction_request' when calling PortfolioApi.create_portfolio_transaction_using_post"
260
+ end
261
+ # resource path
262
+ local_var_path = '/nucleus/v1/portfolio_transaction'
263
+
264
+ # query parameters
265
+ query_params = {}
266
+
267
+ # header parameters
268
+ header_params = {}
269
+ # HTTP header 'Accept' (if needed)
270
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
271
+ # HTTP header 'Content-Type'
272
+ header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
273
+
274
+ # form parameters
275
+ form_params = {}
276
+
277
+ # http body (model)
278
+ post_body = @api_client.object_to_http_body(portfolio_transaction_request)
279
+ auth_names = ['oauth2']
280
+ data, status_code, headers = @api_client.call_api(:POST, local_var_path,
281
+ :header_params => header_params,
282
+ :query_params => query_params,
283
+ :form_params => form_params,
284
+ :body => post_body,
285
+ :auth_names => auth_names,
286
+ :return_type => 'PortfolioTransaction')
287
+ if @api_client.config.debugging
288
+ @api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_transaction_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
289
+ end
290
+ return data, status_code, headers
291
+ end
292
+ # Create a portfolio
293
+ # Create a new portfolio for an account.
294
+ # @param portfolio_request portfolioRequest
295
+ # @param [Hash] opts the optional parameters
296
+ # @return [Portfolio]
297
+ def create_portfolio_using_post(portfolio_request, opts = {})
298
+ data, _status_code, _headers = create_portfolio_using_post_with_http_info(portfolio_request, opts)
299
+ data
300
+ end
301
+
302
+ # Create a portfolio
303
+ # Create a new portfolio for an account.
304
+ # @param portfolio_request portfolioRequest
305
+ # @param [Hash] opts the optional parameters
306
+ # @return [Array<(Portfolio, Fixnum, Hash)>] Portfolio data, response status code and response headers
307
+ def create_portfolio_using_post_with_http_info(portfolio_request, opts = {})
308
+ if @api_client.config.debugging
309
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_using_post ...'
310
+ end
311
+ # verify the required parameter 'portfolio_request' is set
312
+ if @api_client.config.client_side_validation && portfolio_request.nil?
313
+ fail ArgumentError, "Missing the required parameter 'portfolio_request' when calling PortfolioApi.create_portfolio_using_post"
314
+ end
315
+ # resource path
316
+ local_var_path = '/nucleus/v1/portfolio'
317
+
318
+ # query parameters
319
+ query_params = {}
320
+
321
+ # header parameters
322
+ header_params = {}
323
+ # HTTP header 'Accept' (if needed)
324
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
325
+ # HTTP header 'Content-Type'
326
+ header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
327
+
328
+ # form parameters
329
+ form_params = {}
330
+
331
+ # http body (model)
332
+ post_body = @api_client.object_to_http_body(portfolio_request)
333
+ auth_names = ['oauth2']
334
+ data, status_code, headers = @api_client.call_api(:POST, local_var_path,
335
+ :header_params => header_params,
336
+ :query_params => query_params,
337
+ :form_params => form_params,
338
+ :body => post_body,
339
+ :auth_names => auth_names,
340
+ :return_type => 'Portfolio')
341
+ if @api_client.config.debugging
342
+ @api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
343
+ end
344
+ return data, status_code, headers
345
+ end
346
+ # Delete a portfolio asset size
347
+ # Permanently delete a portfolio asset size record for a portfolio.
348
+ # @param portfolio_asset_size_id UUID portfolio_asset_size_id
349
+ # @param [Hash] opts the optional parameters
350
+ # @return [nil]
351
+ def delete_portfolio_asset_size_using_delete(portfolio_asset_size_id, opts = {})
352
+ delete_portfolio_asset_size_using_delete_with_http_info(portfolio_asset_size_id, opts)
353
+ nil
354
+ end
355
+
356
+ # Delete a portfolio asset size
357
+ # Permanently delete a portfolio asset size record for a portfolio.
358
+ # @param portfolio_asset_size_id UUID portfolio_asset_size_id
359
+ # @param [Hash] opts the optional parameters
360
+ # @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
361
+ def delete_portfolio_asset_size_using_delete_with_http_info(portfolio_asset_size_id, opts = {})
362
+ if @api_client.config.debugging
363
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.delete_portfolio_asset_size_using_delete ...'
364
+ end
365
+ # verify the required parameter 'portfolio_asset_size_id' is set
366
+ if @api_client.config.client_side_validation && portfolio_asset_size_id.nil?
367
+ fail ArgumentError, "Missing the required parameter 'portfolio_asset_size_id' when calling PortfolioApi.delete_portfolio_asset_size_using_delete"
368
+ end
369
+ # resource path
370
+ local_var_path = '/nucleus/v1/portfolio_asset_size/{portfolio_asset_size_id}'.sub('{' + 'portfolio_asset_size_id' + '}', portfolio_asset_size_id.to_s)
371
+
372
+ # query parameters
373
+ query_params = {}
374
+
375
+ # header parameters
376
+ header_params = {}
377
+ # HTTP header 'Accept' (if needed)
378
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
379
+
380
+ # form parameters
381
+ form_params = {}
382
+
383
+ # http body (model)
384
+ post_body = nil
385
+ auth_names = ['oauth2']
386
+ data, status_code, headers = @api_client.call_api(:DELETE, local_var_path,
387
+ :header_params => header_params,
388
+ :query_params => query_params,
389
+ :form_params => form_params,
390
+ :body => post_body,
391
+ :auth_names => auth_names)
392
+ if @api_client.config.debugging
393
+ @api_client.config.logger.debug "API called: PortfolioApi#delete_portfolio_asset_size_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
394
+ end
395
+ return data, status_code, headers
396
+ end
397
+ # Delete a portfolio commentary
398
+ # Permanently delete a portfolio comment for a portfolio.
399
+ # @param portfolio_comment_id UUID portfolio_comment_id
400
+ # @param [Hash] opts the optional parameters
401
+ # @return [nil]
402
+ def delete_portfolio_comment_using_delete(portfolio_comment_id, opts = {})
403
+ delete_portfolio_comment_using_delete_with_http_info(portfolio_comment_id, opts)
404
+ nil
405
+ end
406
+
407
+ # Delete a portfolio commentary
408
+ # Permanently delete a portfolio comment for a portfolio.
409
+ # @param portfolio_comment_id UUID portfolio_comment_id
410
+ # @param [Hash] opts the optional parameters
411
+ # @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
412
+ def delete_portfolio_comment_using_delete_with_http_info(portfolio_comment_id, opts = {})
413
+ if @api_client.config.debugging
414
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.delete_portfolio_comment_using_delete ...'
415
+ end
416
+ # verify the required parameter 'portfolio_comment_id' is set
417
+ if @api_client.config.client_side_validation && portfolio_comment_id.nil?
418
+ fail ArgumentError, "Missing the required parameter 'portfolio_comment_id' when calling PortfolioApi.delete_portfolio_comment_using_delete"
419
+ end
420
+ # resource path
421
+ local_var_path = '/nucleus/v1/portfolio_comment/{portfolio_comment_id}'.sub('{' + 'portfolio_comment_id' + '}', portfolio_comment_id.to_s)
422
+
423
+ # query parameters
424
+ query_params = {}
425
+
426
+ # header parameters
427
+ header_params = {}
428
+ # HTTP header 'Accept' (if needed)
429
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
430
+
431
+ # form parameters
432
+ form_params = {}
433
+
434
+ # http body (model)
435
+ post_body = nil
436
+ auth_names = ['oauth2']
437
+ data, status_code, headers = @api_client.call_api(:DELETE, local_var_path,
438
+ :header_params => header_params,
439
+ :query_params => query_params,
440
+ :form_params => form_params,
441
+ :body => post_body,
442
+ :auth_names => auth_names)
443
+ if @api_client.config.debugging
444
+ @api_client.config.logger.debug "API called: PortfolioApi#delete_portfolio_comment_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
445
+ end
446
+ return data, status_code, headers
447
+ end
448
+ # Delete an portfolio goal
449
+ # Permanently delete an portfolio-goal mapping.
450
+ # @param portfolio_goal_id UUID portfolio_goal_id
451
+ # @param [Hash] opts the optional parameters
452
+ # @return [nil]
453
+ def delete_portfolio_goal_using_delete(portfolio_goal_id, opts = {})
454
+ delete_portfolio_goal_using_delete_with_http_info(portfolio_goal_id, opts)
455
+ nil
456
+ end
457
+
458
+ # Delete an portfolio goal
459
+ # Permanently delete an portfolio-goal mapping.
460
+ # @param portfolio_goal_id UUID portfolio_goal_id
461
+ # @param [Hash] opts the optional parameters
462
+ # @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
463
+ def delete_portfolio_goal_using_delete_with_http_info(portfolio_goal_id, opts = {})
464
+ if @api_client.config.debugging
465
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.delete_portfolio_goal_using_delete ...'
466
+ end
467
+ # verify the required parameter 'portfolio_goal_id' is set
468
+ if @api_client.config.client_side_validation && portfolio_goal_id.nil?
469
+ fail ArgumentError, "Missing the required parameter 'portfolio_goal_id' when calling PortfolioApi.delete_portfolio_goal_using_delete"
470
+ end
471
+ # resource path
472
+ local_var_path = '/nucleus/v1/portfolio_goal/{portfolio_goal_id}'.sub('{' + 'portfolio_goal_id' + '}', portfolio_goal_id.to_s)
473
+
474
+ # query parameters
475
+ query_params = {}
476
+
477
+ # header parameters
478
+ header_params = {}
479
+ # HTTP header 'Accept' (if needed)
480
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
481
+
482
+ # form parameters
483
+ form_params = {}
484
+
485
+ # http body (model)
486
+ post_body = nil
487
+ auth_names = ['oauth2']
488
+ data, status_code, headers = @api_client.call_api(:DELETE, local_var_path,
489
+ :header_params => header_params,
490
+ :query_params => query_params,
491
+ :form_params => form_params,
492
+ :body => post_body,
493
+ :auth_names => auth_names)
494
+ if @api_client.config.debugging
495
+ @api_client.config.logger.debug "API called: PortfolioApi#delete_portfolio_goal_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
496
+ end
497
+ return data, status_code, headers
498
+ end
499
+ # Delete a portfolio holding
500
+ # Permanently delete a portfolio holding record for a portfolio.
501
+ # @param portfolio_holding_id UUID portfolio_holding_id
502
+ # @param [Hash] opts the optional parameters
503
+ # @return [nil]
504
+ def delete_portfolio_holding_using_delete(portfolio_holding_id, opts = {})
505
+ delete_portfolio_holding_using_delete_with_http_info(portfolio_holding_id, opts)
506
+ nil
507
+ end
508
+
509
+ # Delete a portfolio holding
510
+ # Permanently delete a portfolio holding record for a portfolio.
511
+ # @param portfolio_holding_id UUID portfolio_holding_id
512
+ # @param [Hash] opts the optional parameters
513
+ # @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
514
+ def delete_portfolio_holding_using_delete_with_http_info(portfolio_holding_id, opts = {})
515
+ if @api_client.config.debugging
516
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.delete_portfolio_holding_using_delete ...'
517
+ end
518
+ # verify the required parameter 'portfolio_holding_id' is set
519
+ if @api_client.config.client_side_validation && portfolio_holding_id.nil?
520
+ fail ArgumentError, "Missing the required parameter 'portfolio_holding_id' when calling PortfolioApi.delete_portfolio_holding_using_delete"
521
+ end
522
+ # resource path
523
+ local_var_path = '/nucleus/v1/portfolio_holding/{portfolio_holding_id}'.sub('{' + 'portfolio_holding_id' + '}', portfolio_holding_id.to_s)
524
+
525
+ # query parameters
526
+ query_params = {}
527
+
528
+ # header parameters
529
+ header_params = {}
530
+ # HTTP header 'Accept' (if needed)
531
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
532
+
533
+ # form parameters
534
+ form_params = {}
535
+
536
+ # http body (model)
537
+ post_body = nil
538
+ auth_names = ['oauth2']
539
+ data, status_code, headers = @api_client.call_api(:DELETE, local_var_path,
540
+ :header_params => header_params,
541
+ :query_params => query_params,
542
+ :form_params => form_params,
543
+ :body => post_body,
544
+ :auth_names => auth_names)
545
+ if @api_client.config.debugging
546
+ @api_client.config.logger.debug "API called: PortfolioApi#delete_portfolio_holding_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
547
+ end
548
+ return data, status_code, headers
549
+ end
550
+ # Delete a portfolio transaction
551
+ # Permanently delete a portfolio transaction record for a portfolio.
552
+ # @param portfolio_transaction_id UUID portfolio_transaction_id
553
+ # @param [Hash] opts the optional parameters
554
+ # @return [nil]
555
+ def delete_portfolio_transaction_using_delete(portfolio_transaction_id, opts = {})
556
+ delete_portfolio_transaction_using_delete_with_http_info(portfolio_transaction_id, opts)
557
+ nil
558
+ end
559
+
560
+ # Delete a portfolio transaction
561
+ # Permanently delete a portfolio transaction record for a portfolio.
562
+ # @param portfolio_transaction_id UUID portfolio_transaction_id
563
+ # @param [Hash] opts the optional parameters
564
+ # @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
565
+ def delete_portfolio_transaction_using_delete_with_http_info(portfolio_transaction_id, opts = {})
566
+ if @api_client.config.debugging
567
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.delete_portfolio_transaction_using_delete ...'
568
+ end
569
+ # verify the required parameter 'portfolio_transaction_id' is set
570
+ if @api_client.config.client_side_validation && portfolio_transaction_id.nil?
571
+ fail ArgumentError, "Missing the required parameter 'portfolio_transaction_id' when calling PortfolioApi.delete_portfolio_transaction_using_delete"
572
+ end
573
+ # resource path
574
+ local_var_path = '/nucleus/v1/portfolio_transaction/{portfolio_transaction_id}'.sub('{' + 'portfolio_transaction_id' + '}', portfolio_transaction_id.to_s)
575
+
576
+ # query parameters
577
+ query_params = {}
578
+
579
+ # header parameters
580
+ header_params = {}
581
+ # HTTP header 'Accept' (if needed)
582
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
583
+
584
+ # form parameters
585
+ form_params = {}
586
+
587
+ # http body (model)
588
+ post_body = nil
589
+ auth_names = ['oauth2']
590
+ data, status_code, headers = @api_client.call_api(:DELETE, local_var_path,
591
+ :header_params => header_params,
592
+ :query_params => query_params,
593
+ :form_params => form_params,
594
+ :body => post_body,
595
+ :auth_names => auth_names)
596
+ if @api_client.config.debugging
597
+ @api_client.config.logger.debug "API called: PortfolioApi#delete_portfolio_transaction_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
598
+ end
599
+ return data, status_code, headers
600
+ end
601
+ # Delete a portfolio
602
+ # Permanently delete a portfolio for an account.
603
+ # @param portfolio_id UUID portfolio_id
604
+ # @param [Hash] opts the optional parameters
605
+ # @return [nil]
606
+ def delete_portfolio_using_delete(portfolio_id, opts = {})
607
+ delete_portfolio_using_delete_with_http_info(portfolio_id, opts)
608
+ nil
609
+ end
610
+
611
+ # Delete a portfolio
612
+ # Permanently delete a portfolio for an account.
613
+ # @param portfolio_id UUID portfolio_id
614
+ # @param [Hash] opts the optional parameters
615
+ # @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
616
+ def delete_portfolio_using_delete_with_http_info(portfolio_id, opts = {})
617
+ if @api_client.config.debugging
618
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.delete_portfolio_using_delete ...'
619
+ end
620
+ # verify the required parameter 'portfolio_id' is set
621
+ if @api_client.config.client_side_validation && portfolio_id.nil?
622
+ fail ArgumentError, "Missing the required parameter 'portfolio_id' when calling PortfolioApi.delete_portfolio_using_delete"
623
+ end
624
+ # resource path
625
+ local_var_path = '/nucleus/v1/portfolio/{portfolio_id}'.sub('{' + 'portfolio_id' + '}', portfolio_id.to_s)
626
+
627
+ # query parameters
628
+ query_params = {}
629
+
630
+ # header parameters
631
+ header_params = {}
632
+ # HTTP header 'Accept' (if needed)
633
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
634
+
635
+ # form parameters
636
+ form_params = {}
637
+
638
+ # http body (model)
639
+ post_body = nil
640
+ auth_names = ['oauth2']
641
+ data, status_code, headers = @api_client.call_api(:DELETE, local_var_path,
642
+ :header_params => header_params,
643
+ :query_params => query_params,
644
+ :form_params => form_params,
645
+ :body => post_body,
646
+ :auth_names => auth_names)
647
+ if @api_client.config.debugging
648
+ @api_client.config.logger.debug "API called: PortfolioApi#delete_portfolio_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
649
+ end
650
+ return data, status_code, headers
651
+ end
652
+ # getAllPortfolioTransactionByPost
653
+ # @param [Hash] opts the optional parameters
654
+ # @option opts [BOOLEAN] :ascending ascending (default to false)
655
+ # @option opts [String] :currency_conversion currency_conversion
656
+ # @option opts [String] :filter filter
657
+ # @option opts [String] :order_by order_by (default to update_date)
658
+ # @option opts [Integer] :page page (default to 0)
659
+ # @option opts [Integer] :size size (default to 25)
660
+ # @return [PagePortfolioTransaction]
661
+ def get_all_portfolio_transaction_by_post_using_post(opts = {})
662
+ data, _status_code, _headers = get_all_portfolio_transaction_by_post_using_post_with_http_info(opts)
663
+ data
664
+ end
665
+
666
+ # getAllPortfolioTransactionByPost
667
+ # @param [Hash] opts the optional parameters
668
+ # @option opts [BOOLEAN] :ascending ascending
669
+ # @option opts [String] :currency_conversion currency_conversion
670
+ # @option opts [String] :filter filter
671
+ # @option opts [String] :order_by order_by
672
+ # @option opts [Integer] :page page
673
+ # @option opts [Integer] :size size
674
+ # @return [Array<(PagePortfolioTransaction, Fixnum, Hash)>] PagePortfolioTransaction data, response status code and response headers
675
+ def get_all_portfolio_transaction_by_post_using_post_with_http_info(opts = {})
676
+ if @api_client.config.debugging
677
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.get_all_portfolio_transaction_by_post_using_post ...'
678
+ end
679
+ # resource path
680
+ local_var_path = '/nucleus/v1/portfolio_transaction_by_post'
681
+
682
+ # query parameters
683
+ query_params = {}
684
+ query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil?
685
+ query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil?
686
+ query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil?
687
+ query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil?
688
+ query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
689
+ query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil?
690
+
691
+ # header parameters
692
+ header_params = {}
693
+ # HTTP header 'Accept' (if needed)
694
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
695
+ # HTTP header 'Content-Type'
696
+ header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
697
+
698
+ # form parameters
699
+ form_params = {}
700
+
701
+ # http body (model)
702
+ post_body = nil
703
+ auth_names = ['oauth2']
704
+ data, status_code, headers = @api_client.call_api(:POST, local_var_path,
705
+ :header_params => header_params,
706
+ :query_params => query_params,
707
+ :form_params => form_params,
708
+ :body => post_body,
709
+ :auth_names => auth_names,
710
+ :return_type => 'PagePortfolioTransaction')
711
+ if @api_client.config.debugging
712
+ @api_client.config.logger.debug "API called: PortfolioApi#get_all_portfolio_transaction_by_post_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
713
+ end
714
+ return data, status_code, headers
715
+ end
716
+ # Retrieve an portfolio aggregate data
717
+ # Retrieve the information for a securities associated with a portfolio.
718
+ # @param portfolio_id Portfolio Id
719
+ # @param [Hash] opts the optional parameters
720
+ # @option opts [BOOLEAN] :show_asset_class true or false (default to true)
721
+ # @option opts [BOOLEAN] :show_category true or false (default to true)
722
+ # @option opts [BOOLEAN] :show_industry true or false (default to true)
723
+ # @option opts [BOOLEAN] :show_sector true or false (default to true)
724
+ # @option opts [BOOLEAN] :show_security_class true or false (default to true)
725
+ # @return [Object]
726
+ def get_portfolio_aggregated_data_using_get(portfolio_id, opts = {})
727
+ data, _status_code, _headers = get_portfolio_aggregated_data_using_get_with_http_info(portfolio_id, opts)
728
+ data
729
+ end
730
+
731
+ # Retrieve an portfolio aggregate data
732
+ # Retrieve the information for a securities associated with a portfolio.
733
+ # @param portfolio_id Portfolio Id
734
+ # @param [Hash] opts the optional parameters
735
+ # @option opts [BOOLEAN] :show_asset_class true or false
736
+ # @option opts [BOOLEAN] :show_category true or false
737
+ # @option opts [BOOLEAN] :show_industry true or false
738
+ # @option opts [BOOLEAN] :show_sector true or false
739
+ # @option opts [BOOLEAN] :show_security_class true or false
740
+ # @return [Array<(Object, Fixnum, Hash)>] Object data, response status code and response headers
741
+ def get_portfolio_aggregated_data_using_get_with_http_info(portfolio_id, opts = {})
742
+ if @api_client.config.debugging
743
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_aggregated_data_using_get ...'
744
+ end
745
+ # verify the required parameter 'portfolio_id' is set
746
+ if @api_client.config.client_side_validation && portfolio_id.nil?
747
+ fail ArgumentError, "Missing the required parameter 'portfolio_id' when calling PortfolioApi.get_portfolio_aggregated_data_using_get"
748
+ end
749
+ # resource path
750
+ local_var_path = '/nucleus/v1/portfolio/{portfolio_id}/aggregate_data'.sub('{' + 'portfolio_id' + '}', portfolio_id.to_s)
751
+
752
+ # query parameters
753
+ query_params = {}
754
+ query_params[:'show_asset_class'] = opts[:'show_asset_class'] if !opts[:'show_asset_class'].nil?
755
+ query_params[:'show_category'] = opts[:'show_category'] if !opts[:'show_category'].nil?
756
+ query_params[:'show_industry'] = opts[:'show_industry'] if !opts[:'show_industry'].nil?
757
+ query_params[:'show_sector'] = opts[:'show_sector'] if !opts[:'show_sector'].nil?
758
+ query_params[:'show_security_class'] = opts[:'show_security_class'] if !opts[:'show_security_class'].nil?
759
+
760
+ # header parameters
761
+ header_params = {}
762
+ # HTTP header 'Accept' (if needed)
763
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
764
+
765
+ # form parameters
766
+ form_params = {}
767
+
768
+ # http body (model)
769
+ post_body = nil
770
+ auth_names = ['oauth2']
771
+ data, status_code, headers = @api_client.call_api(:GET, local_var_path,
772
+ :header_params => header_params,
773
+ :query_params => query_params,
774
+ :form_params => form_params,
775
+ :body => post_body,
776
+ :auth_names => auth_names,
777
+ :return_type => 'Object')
778
+ if @api_client.config.debugging
779
+ @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_aggregated_data_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
780
+ end
781
+ return data, status_code, headers
782
+ end
783
+ # List all portfolios
784
+ # Get the information for all portfolios assigned to all of your firm’s accounts.
785
+ # @param [Hash] opts the optional parameters
786
+ # @option opts [BOOLEAN] :ascending ascending (default to false)
787
+ # @option opts [String] :filter filter
788
+ # @option opts [String] :order_by order_by (default to update_date)
789
+ # @option opts [Integer] :page page (default to 0)
790
+ # @option opts [Integer] :size size (default to 25)
791
+ # @return [PagePortfolio]
792
+ def get_portfolio_all_using_get(opts = {})
793
+ data, _status_code, _headers = get_portfolio_all_using_get_with_http_info(opts)
794
+ data
795
+ end
796
+
797
+ # List all portfolios
798
+ # Get the information for all portfolios assigned to all of your firm’s accounts.
799
+ # @param [Hash] opts the optional parameters
800
+ # @option opts [BOOLEAN] :ascending ascending
801
+ # @option opts [String] :filter filter
802
+ # @option opts [String] :order_by order_by
803
+ # @option opts [Integer] :page page
804
+ # @option opts [Integer] :size size
805
+ # @return [Array<(PagePortfolio, Fixnum, Hash)>] PagePortfolio data, response status code and response headers
806
+ def get_portfolio_all_using_get_with_http_info(opts = {})
807
+ if @api_client.config.debugging
808
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_all_using_get ...'
809
+ end
810
+ # resource path
811
+ local_var_path = '/nucleus/v1/portfolio'
812
+
813
+ # query parameters
814
+ query_params = {}
815
+ query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil?
816
+ query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil?
817
+ query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil?
818
+ query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
819
+ query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil?
820
+
821
+ # header parameters
822
+ header_params = {}
823
+ # HTTP header 'Accept' (if needed)
824
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
825
+
826
+ # form parameters
827
+ form_params = {}
828
+
829
+ # http body (model)
830
+ post_body = nil
831
+ auth_names = ['oauth2']
832
+ data, status_code, headers = @api_client.call_api(:GET, local_var_path,
833
+ :header_params => header_params,
834
+ :query_params => query_params,
835
+ :form_params => form_params,
836
+ :body => post_body,
837
+ :auth_names => auth_names,
838
+ :return_type => 'PagePortfolio')
839
+ if @api_client.config.debugging
840
+ @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
841
+ end
842
+ return data, status_code, headers
843
+ end
844
+ # Retrieve a portfolio asset size
845
+ # Retrieve the information for a portfolio asset size record for a portfolio.
846
+ # @param [Hash] opts the optional parameters
847
+ # @option opts [BOOLEAN] :ascending ascending (default to false)
848
+ # @option opts [String] :currency_conversion currency_conversion
849
+ # @option opts [String] :filter filter
850
+ # @option opts [String] :order_by order_by (default to update_date)
851
+ # @option opts [Integer] :page page (default to 0)
852
+ # @option opts [Integer] :size size (default to 25)
853
+ # @return [PagePortfolioAssetSizeLog]
854
+ def get_portfolio_asset_size_all_using_get(opts = {})
855
+ data, _status_code, _headers = get_portfolio_asset_size_all_using_get_with_http_info(opts)
856
+ data
857
+ end
858
+
859
+ # Retrieve a portfolio asset size
860
+ # Retrieve the information for a portfolio asset size record for a portfolio.
861
+ # @param [Hash] opts the optional parameters
862
+ # @option opts [BOOLEAN] :ascending ascending
863
+ # @option opts [String] :currency_conversion currency_conversion
864
+ # @option opts [String] :filter filter
865
+ # @option opts [String] :order_by order_by
866
+ # @option opts [Integer] :page page
867
+ # @option opts [Integer] :size size
868
+ # @return [Array<(PagePortfolioAssetSizeLog, Fixnum, Hash)>] PagePortfolioAssetSizeLog data, response status code and response headers
869
+ def get_portfolio_asset_size_all_using_get_with_http_info(opts = {})
870
+ if @api_client.config.debugging
871
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_asset_size_all_using_get ...'
872
+ end
873
+ # resource path
874
+ local_var_path = '/nucleus/v1/portfolio_asset_size'
875
+
876
+ # query parameters
877
+ query_params = {}
878
+ query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil?
879
+ query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil?
880
+ query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil?
881
+ query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil?
882
+ query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
883
+ query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil?
884
+
885
+ # header parameters
886
+ header_params = {}
887
+ # HTTP header 'Accept' (if needed)
888
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
889
+
890
+ # form parameters
891
+ form_params = {}
892
+
893
+ # http body (model)
894
+ post_body = nil
895
+ auth_names = ['oauth2']
896
+ data, status_code, headers = @api_client.call_api(:GET, local_var_path,
897
+ :header_params => header_params,
898
+ :query_params => query_params,
899
+ :form_params => form_params,
900
+ :body => post_body,
901
+ :auth_names => auth_names,
902
+ :return_type => 'PagePortfolioAssetSizeLog')
903
+ if @api_client.config.debugging
904
+ @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_asset_size_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
905
+ end
906
+ return data, status_code, headers
907
+ end
908
+ # Retrieve a portfolio asset size
909
+ # Retrieve the information for a portfolio asset size record for a portfolio.
910
+ # @param portfolio_asset_size_id portfolio_asset_size_id
911
+ # @param [Hash] opts the optional parameters
912
+ # @option opts [String] :currency_conversion currency_conversion
913
+ # @return [PortfolioAssetSizeLog]
914
+ def get_portfolio_asset_size_using_get(portfolio_asset_size_id, opts = {})
915
+ data, _status_code, _headers = get_portfolio_asset_size_using_get_with_http_info(portfolio_asset_size_id, opts)
916
+ data
917
+ end
918
+
919
+ # Retrieve a portfolio asset size
920
+ # Retrieve the information for a portfolio asset size record for a portfolio.
921
+ # @param portfolio_asset_size_id portfolio_asset_size_id
922
+ # @param [Hash] opts the optional parameters
923
+ # @option opts [String] :currency_conversion currency_conversion
924
+ # @return [Array<(PortfolioAssetSizeLog, Fixnum, Hash)>] PortfolioAssetSizeLog data, response status code and response headers
925
+ def get_portfolio_asset_size_using_get_with_http_info(portfolio_asset_size_id, opts = {})
926
+ if @api_client.config.debugging
927
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_asset_size_using_get ...'
928
+ end
929
+ # verify the required parameter 'portfolio_asset_size_id' is set
930
+ if @api_client.config.client_side_validation && portfolio_asset_size_id.nil?
931
+ fail ArgumentError, "Missing the required parameter 'portfolio_asset_size_id' when calling PortfolioApi.get_portfolio_asset_size_using_get"
932
+ end
933
+ # resource path
934
+ local_var_path = '/nucleus/v1/portfolio_asset_size/{portfolio_asset_size_id}'.sub('{' + 'portfolio_asset_size_id' + '}', portfolio_asset_size_id.to_s)
935
+
936
+ # query parameters
937
+ query_params = {}
938
+ query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil?
939
+
940
+ # header parameters
941
+ header_params = {}
942
+ # HTTP header 'Accept' (if needed)
943
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
944
+
945
+ # form parameters
946
+ form_params = {}
947
+
948
+ # http body (model)
949
+ post_body = nil
950
+ auth_names = ['oauth2']
951
+ data, status_code, headers = @api_client.call_api(:GET, local_var_path,
952
+ :header_params => header_params,
953
+ :query_params => query_params,
954
+ :form_params => form_params,
955
+ :body => post_body,
956
+ :auth_names => auth_names,
957
+ :return_type => 'PortfolioAssetSizeLog')
958
+ if @api_client.config.debugging
959
+ @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_asset_size_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
960
+ end
961
+ return data, status_code, headers
962
+ end
963
+ # List all portfolio commentary
964
+ # List all comments for all portfolios defined for your firm.
965
+ # @param [Hash] opts the optional parameters
966
+ # @option opts [BOOLEAN] :ascending ascending (default to false)
967
+ # @option opts [String] :filter filter
968
+ # @option opts [String] :order_by order_by (default to update_date)
969
+ # @option opts [Integer] :page page (default to 0)
970
+ # @option opts [Integer] :size size (default to 25)
971
+ # @return [PagePortfolioComment]
972
+ def get_portfolio_comment_all_using_get(opts = {})
973
+ data, _status_code, _headers = get_portfolio_comment_all_using_get_with_http_info(opts)
974
+ data
975
+ end
976
+
977
+ # List all portfolio commentary
978
+ # List all comments for all portfolios defined for your firm.
979
+ # @param [Hash] opts the optional parameters
980
+ # @option opts [BOOLEAN] :ascending ascending
981
+ # @option opts [String] :filter filter
982
+ # @option opts [String] :order_by order_by
983
+ # @option opts [Integer] :page page
984
+ # @option opts [Integer] :size size
985
+ # @return [Array<(PagePortfolioComment, Fixnum, Hash)>] PagePortfolioComment data, response status code and response headers
986
+ def get_portfolio_comment_all_using_get_with_http_info(opts = {})
987
+ if @api_client.config.debugging
988
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_comment_all_using_get ...'
989
+ end
990
+ # resource path
991
+ local_var_path = '/nucleus/v1/portfolio_comment'
992
+
993
+ # query parameters
994
+ query_params = {}
995
+ query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil?
996
+ query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil?
997
+ query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil?
998
+ query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
999
+ query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil?
1000
+
1001
+ # header parameters
1002
+ header_params = {}
1003
+ # HTTP header 'Accept' (if needed)
1004
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
1005
+
1006
+ # form parameters
1007
+ form_params = {}
1008
+
1009
+ # http body (model)
1010
+ post_body = nil
1011
+ auth_names = ['oauth2']
1012
+ data, status_code, headers = @api_client.call_api(:GET, local_var_path,
1013
+ :header_params => header_params,
1014
+ :query_params => query_params,
1015
+ :form_params => form_params,
1016
+ :body => post_body,
1017
+ :auth_names => auth_names,
1018
+ :return_type => 'PagePortfolioComment')
1019
+ if @api_client.config.debugging
1020
+ @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_comment_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1021
+ end
1022
+ return data, status_code, headers
1023
+ end
1024
+ # Retrieve a portfolio commentary
1025
+ # Retrieve the information for a portfolio comment for a portfolio.
1026
+ # @param portfolio_comment_id UUID portfolio_comment_id
1027
+ # @param [Hash] opts the optional parameters
1028
+ # @return [PortfolioComment]
1029
+ def get_portfolio_comment_using_get(portfolio_comment_id, opts = {})
1030
+ data, _status_code, _headers = get_portfolio_comment_using_get_with_http_info(portfolio_comment_id, opts)
1031
+ data
1032
+ end
1033
+
1034
+ # Retrieve a portfolio commentary
1035
+ # Retrieve the information for a portfolio comment for a portfolio.
1036
+ # @param portfolio_comment_id UUID portfolio_comment_id
1037
+ # @param [Hash] opts the optional parameters
1038
+ # @return [Array<(PortfolioComment, Fixnum, Hash)>] PortfolioComment data, response status code and response headers
1039
+ def get_portfolio_comment_using_get_with_http_info(portfolio_comment_id, opts = {})
1040
+ if @api_client.config.debugging
1041
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_comment_using_get ...'
1042
+ end
1043
+ # verify the required parameter 'portfolio_comment_id' is set
1044
+ if @api_client.config.client_side_validation && portfolio_comment_id.nil?
1045
+ fail ArgumentError, "Missing the required parameter 'portfolio_comment_id' when calling PortfolioApi.get_portfolio_comment_using_get"
1046
+ end
1047
+ # resource path
1048
+ local_var_path = '/nucleus/v1/portfolio_comment/{portfolio_comment_id}'.sub('{' + 'portfolio_comment_id' + '}', portfolio_comment_id.to_s)
1049
+
1050
+ # query parameters
1051
+ query_params = {}
1052
+
1053
+ # header parameters
1054
+ header_params = {}
1055
+ # HTTP header 'Accept' (if needed)
1056
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
1057
+
1058
+ # form parameters
1059
+ form_params = {}
1060
+
1061
+ # http body (model)
1062
+ post_body = nil
1063
+ auth_names = ['oauth2']
1064
+ data, status_code, headers = @api_client.call_api(:GET, local_var_path,
1065
+ :header_params => header_params,
1066
+ :query_params => query_params,
1067
+ :form_params => form_params,
1068
+ :body => post_body,
1069
+ :auth_names => auth_names,
1070
+ :return_type => 'PortfolioComment')
1071
+ if @api_client.config.debugging
1072
+ @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_comment_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1073
+ end
1074
+ return data, status_code, headers
1075
+ end
1076
+ # List all portfolio goals
1077
+ # Get information for all portfolio-goal mappings defined for your firm.
1078
+ # @param [Hash] opts the optional parameters
1079
+ # @option opts [BOOLEAN] :ascending ascending (default to false)
1080
+ # @option opts [String] :filter filter
1081
+ # @option opts [String] :order_by order_by (default to update_date)
1082
+ # @option opts [Integer] :page page (default to 0)
1083
+ # @option opts [Integer] :size size (default to 25)
1084
+ # @return [PagePortfolioGoal]
1085
+ def get_portfolio_goal_all_using_get(opts = {})
1086
+ data, _status_code, _headers = get_portfolio_goal_all_using_get_with_http_info(opts)
1087
+ data
1088
+ end
1089
+
1090
+ # List all portfolio goals
1091
+ # Get information for all portfolio-goal mappings defined for your firm.
1092
+ # @param [Hash] opts the optional parameters
1093
+ # @option opts [BOOLEAN] :ascending ascending
1094
+ # @option opts [String] :filter filter
1095
+ # @option opts [String] :order_by order_by
1096
+ # @option opts [Integer] :page page
1097
+ # @option opts [Integer] :size size
1098
+ # @return [Array<(PagePortfolioGoal, Fixnum, Hash)>] PagePortfolioGoal data, response status code and response headers
1099
+ def get_portfolio_goal_all_using_get_with_http_info(opts = {})
1100
+ if @api_client.config.debugging
1101
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_goal_all_using_get ...'
1102
+ end
1103
+ # resource path
1104
+ local_var_path = '/nucleus/v1/portfolio_goal'
1105
+
1106
+ # query parameters
1107
+ query_params = {}
1108
+ query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil?
1109
+ query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil?
1110
+ query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil?
1111
+ query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
1112
+ query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil?
1113
+
1114
+ # header parameters
1115
+ header_params = {}
1116
+ # HTTP header 'Accept' (if needed)
1117
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
1118
+
1119
+ # form parameters
1120
+ form_params = {}
1121
+
1122
+ # http body (model)
1123
+ post_body = nil
1124
+ auth_names = ['oauth2']
1125
+ data, status_code, headers = @api_client.call_api(:GET, local_var_path,
1126
+ :header_params => header_params,
1127
+ :query_params => query_params,
1128
+ :form_params => form_params,
1129
+ :body => post_body,
1130
+ :auth_names => auth_names,
1131
+ :return_type => 'PagePortfolioGoal')
1132
+ if @api_client.config.debugging
1133
+ @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_goal_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1134
+ end
1135
+ return data, status_code, headers
1136
+ end
1137
+ # Retrieve an portfolio goal
1138
+ # Retrieve the information for a specific portfolio-goal mapping.
1139
+ # @param portfolio_goal_id UUID portfolio_goal_id
1140
+ # @param [Hash] opts the optional parameters
1141
+ # @return [PortfolioGoal]
1142
+ def get_portfolio_goal_using_get(portfolio_goal_id, opts = {})
1143
+ data, _status_code, _headers = get_portfolio_goal_using_get_with_http_info(portfolio_goal_id, opts)
1144
+ data
1145
+ end
1146
+
1147
+ # Retrieve an portfolio goal
1148
+ # Retrieve the information for a specific portfolio-goal mapping.
1149
+ # @param portfolio_goal_id UUID portfolio_goal_id
1150
+ # @param [Hash] opts the optional parameters
1151
+ # @return [Array<(PortfolioGoal, Fixnum, Hash)>] PortfolioGoal data, response status code and response headers
1152
+ def get_portfolio_goal_using_get_with_http_info(portfolio_goal_id, opts = {})
1153
+ if @api_client.config.debugging
1154
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_goal_using_get ...'
1155
+ end
1156
+ # verify the required parameter 'portfolio_goal_id' is set
1157
+ if @api_client.config.client_side_validation && portfolio_goal_id.nil?
1158
+ fail ArgumentError, "Missing the required parameter 'portfolio_goal_id' when calling PortfolioApi.get_portfolio_goal_using_get"
1159
+ end
1160
+ # resource path
1161
+ local_var_path = '/nucleus/v1/portfolio_goal/{portfolio_goal_id}'.sub('{' + 'portfolio_goal_id' + '}', portfolio_goal_id.to_s)
1162
+
1163
+ # query parameters
1164
+ query_params = {}
1165
+
1166
+ # header parameters
1167
+ header_params = {}
1168
+ # HTTP header 'Accept' (if needed)
1169
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
1170
+
1171
+ # form parameters
1172
+ form_params = {}
1173
+
1174
+ # http body (model)
1175
+ post_body = nil
1176
+ auth_names = ['oauth2']
1177
+ data, status_code, headers = @api_client.call_api(:GET, local_var_path,
1178
+ :header_params => header_params,
1179
+ :query_params => query_params,
1180
+ :form_params => form_params,
1181
+ :body => post_body,
1182
+ :auth_names => auth_names,
1183
+ :return_type => 'PortfolioGoal')
1184
+ if @api_client.config.debugging
1185
+ @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_goal_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1186
+ end
1187
+ return data, status_code, headers
1188
+ end
1189
+ # List all portfolio holdings
1190
+ # Get the information for all holding records for all portfolios defined for your firm.
1191
+ # @param [Hash] opts the optional parameters
1192
+ # @option opts [BOOLEAN] :ascending ascending (default to false)
1193
+ # @option opts [String] :currency_conversion currency_conversion
1194
+ # @option opts [String] :filter filter
1195
+ # @option opts [String] :order_by order_by (default to update_date)
1196
+ # @option opts [Integer] :page page (default to 0)
1197
+ # @option opts [Integer] :size size (default to 25)
1198
+ # @return [PagePortfolioHoldingLog]
1199
+ def get_portfolio_holding_all_using_get(opts = {})
1200
+ data, _status_code, _headers = get_portfolio_holding_all_using_get_with_http_info(opts)
1201
+ data
1202
+ end
1203
+
1204
+ # List all portfolio holdings
1205
+ # Get the information for all holding records for all portfolios defined for your firm.
1206
+ # @param [Hash] opts the optional parameters
1207
+ # @option opts [BOOLEAN] :ascending ascending
1208
+ # @option opts [String] :currency_conversion currency_conversion
1209
+ # @option opts [String] :filter filter
1210
+ # @option opts [String] :order_by order_by
1211
+ # @option opts [Integer] :page page
1212
+ # @option opts [Integer] :size size
1213
+ # @return [Array<(PagePortfolioHoldingLog, Fixnum, Hash)>] PagePortfolioHoldingLog data, response status code and response headers
1214
+ def get_portfolio_holding_all_using_get_with_http_info(opts = {})
1215
+ if @api_client.config.debugging
1216
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_holding_all_using_get ...'
1217
+ end
1218
+ # resource path
1219
+ local_var_path = '/nucleus/v1/portfolio_holding'
1220
+
1221
+ # query parameters
1222
+ query_params = {}
1223
+ query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil?
1224
+ query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil?
1225
+ query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil?
1226
+ query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil?
1227
+ query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
1228
+ query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil?
1229
+
1230
+ # header parameters
1231
+ header_params = {}
1232
+ # HTTP header 'Accept' (if needed)
1233
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
1234
+
1235
+ # form parameters
1236
+ form_params = {}
1237
+
1238
+ # http body (model)
1239
+ post_body = nil
1240
+ auth_names = ['oauth2']
1241
+ data, status_code, headers = @api_client.call_api(:GET, local_var_path,
1242
+ :header_params => header_params,
1243
+ :query_params => query_params,
1244
+ :form_params => form_params,
1245
+ :body => post_body,
1246
+ :auth_names => auth_names,
1247
+ :return_type => 'PagePortfolioHoldingLog')
1248
+ if @api_client.config.debugging
1249
+ @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_holding_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1250
+ end
1251
+ return data, status_code, headers
1252
+ end
1253
+ # Retrieve a portfolio holding
1254
+ # Retrieve the information for a portfolio holding record for a portfolio.
1255
+ # @param portfolio_holding_id UUID portfolio_holding_id
1256
+ # @param [Hash] opts the optional parameters
1257
+ # @option opts [String] :currency_conversion USD
1258
+ # @return [PortfolioHoldingLog]
1259
+ def get_portfolio_holding_using_get(portfolio_holding_id, opts = {})
1260
+ data, _status_code, _headers = get_portfolio_holding_using_get_with_http_info(portfolio_holding_id, opts)
1261
+ data
1262
+ end
1263
+
1264
+ # Retrieve a portfolio holding
1265
+ # Retrieve the information for a portfolio holding record for a portfolio.
1266
+ # @param portfolio_holding_id UUID portfolio_holding_id
1267
+ # @param [Hash] opts the optional parameters
1268
+ # @option opts [String] :currency_conversion USD
1269
+ # @return [Array<(PortfolioHoldingLog, Fixnum, Hash)>] PortfolioHoldingLog data, response status code and response headers
1270
+ def get_portfolio_holding_using_get_with_http_info(portfolio_holding_id, opts = {})
1271
+ if @api_client.config.debugging
1272
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_holding_using_get ...'
1273
+ end
1274
+ # verify the required parameter 'portfolio_holding_id' is set
1275
+ if @api_client.config.client_side_validation && portfolio_holding_id.nil?
1276
+ fail ArgumentError, "Missing the required parameter 'portfolio_holding_id' when calling PortfolioApi.get_portfolio_holding_using_get"
1277
+ end
1278
+ # resource path
1279
+ local_var_path = '/nucleus/v1/portfolio_holding/{portfolio_holding_id}'.sub('{' + 'portfolio_holding_id' + '}', portfolio_holding_id.to_s)
1280
+
1281
+ # query parameters
1282
+ query_params = {}
1283
+ query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil?
1284
+
1285
+ # header parameters
1286
+ header_params = {}
1287
+ # HTTP header 'Accept' (if needed)
1288
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
1289
+
1290
+ # form parameters
1291
+ form_params = {}
1292
+
1293
+ # http body (model)
1294
+ post_body = nil
1295
+ auth_names = ['oauth2']
1296
+ data, status_code, headers = @api_client.call_api(:GET, local_var_path,
1297
+ :header_params => header_params,
1298
+ :query_params => query_params,
1299
+ :form_params => form_params,
1300
+ :body => post_body,
1301
+ :auth_names => auth_names,
1302
+ :return_type => 'PortfolioHoldingLog')
1303
+ if @api_client.config.debugging
1304
+ @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_holding_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1305
+ end
1306
+ return data, status_code, headers
1307
+ end
1308
+ # List all portfolio transactions
1309
+ # Get the information for all transaction records for all portfolios defined for your firm.
1310
+ # @param [Hash] opts the optional parameters
1311
+ # @option opts [BOOLEAN] :ascending ascending (default to false)
1312
+ # @option opts [String] :currency_conversion currency_conversion
1313
+ # @option opts [String] :filter filter
1314
+ # @option opts [String] :order_by order_by (default to update_date)
1315
+ # @option opts [Integer] :page page (default to 0)
1316
+ # @option opts [Integer] :size size (default to 25)
1317
+ # @return [PagePortfolioTransaction]
1318
+ def get_portfolio_transaction_all_using_get(opts = {})
1319
+ data, _status_code, _headers = get_portfolio_transaction_all_using_get_with_http_info(opts)
1320
+ data
1321
+ end
1322
+
1323
+ # List all portfolio transactions
1324
+ # Get the information for all transaction records for all portfolios defined for your firm.
1325
+ # @param [Hash] opts the optional parameters
1326
+ # @option opts [BOOLEAN] :ascending ascending
1327
+ # @option opts [String] :currency_conversion currency_conversion
1328
+ # @option opts [String] :filter filter
1329
+ # @option opts [String] :order_by order_by
1330
+ # @option opts [Integer] :page page
1331
+ # @option opts [Integer] :size size
1332
+ # @return [Array<(PagePortfolioTransaction, Fixnum, Hash)>] PagePortfolioTransaction data, response status code and response headers
1333
+ def get_portfolio_transaction_all_using_get_with_http_info(opts = {})
1334
+ if @api_client.config.debugging
1335
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_transaction_all_using_get ...'
1336
+ end
1337
+ # resource path
1338
+ local_var_path = '/nucleus/v1/portfolio_transaction'
1339
+
1340
+ # query parameters
1341
+ query_params = {}
1342
+ query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil?
1343
+ query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil?
1344
+ query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil?
1345
+ query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil?
1346
+ query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
1347
+ query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil?
1348
+
1349
+ # header parameters
1350
+ header_params = {}
1351
+ # HTTP header 'Accept' (if needed)
1352
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
1353
+
1354
+ # form parameters
1355
+ form_params = {}
1356
+
1357
+ # http body (model)
1358
+ post_body = nil
1359
+ auth_names = ['oauth2']
1360
+ data, status_code, headers = @api_client.call_api(:GET, local_var_path,
1361
+ :header_params => header_params,
1362
+ :query_params => query_params,
1363
+ :form_params => form_params,
1364
+ :body => post_body,
1365
+ :auth_names => auth_names,
1366
+ :return_type => 'PagePortfolioTransaction')
1367
+ if @api_client.config.debugging
1368
+ @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_transaction_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1369
+ end
1370
+ return data, status_code, headers
1371
+ end
1372
+ # Retrieve a portfolio transaction
1373
+ # Retrieve the information for a portfolio transaction record for a portfolio.
1374
+ # @param portfolio_transaction_id UUID portfolio_transaction_id
1375
+ # @param [Hash] opts the optional parameters
1376
+ # @option opts [String] :currency_conversion USD
1377
+ # @return [PortfolioTransaction]
1378
+ def get_portfolio_transaction_using_get(portfolio_transaction_id, opts = {})
1379
+ data, _status_code, _headers = get_portfolio_transaction_using_get_with_http_info(portfolio_transaction_id, opts)
1380
+ data
1381
+ end
1382
+
1383
+ # Retrieve a portfolio transaction
1384
+ # Retrieve the information for a portfolio transaction record for a portfolio.
1385
+ # @param portfolio_transaction_id UUID portfolio_transaction_id
1386
+ # @param [Hash] opts the optional parameters
1387
+ # @option opts [String] :currency_conversion USD
1388
+ # @return [Array<(PortfolioTransaction, Fixnum, Hash)>] PortfolioTransaction data, response status code and response headers
1389
+ def get_portfolio_transaction_using_get_with_http_info(portfolio_transaction_id, opts = {})
1390
+ if @api_client.config.debugging
1391
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_transaction_using_get ...'
1392
+ end
1393
+ # verify the required parameter 'portfolio_transaction_id' is set
1394
+ if @api_client.config.client_side_validation && portfolio_transaction_id.nil?
1395
+ fail ArgumentError, "Missing the required parameter 'portfolio_transaction_id' when calling PortfolioApi.get_portfolio_transaction_using_get"
1396
+ end
1397
+ # resource path
1398
+ local_var_path = '/nucleus/v1/portfolio_transaction/{portfolio_transaction_id}'.sub('{' + 'portfolio_transaction_id' + '}', portfolio_transaction_id.to_s)
1399
+
1400
+ # query parameters
1401
+ query_params = {}
1402
+ query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil?
1403
+
1404
+ # header parameters
1405
+ header_params = {}
1406
+ # HTTP header 'Accept' (if needed)
1407
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
1408
+
1409
+ # form parameters
1410
+ form_params = {}
1411
+
1412
+ # http body (model)
1413
+ post_body = nil
1414
+ auth_names = ['oauth2']
1415
+ data, status_code, headers = @api_client.call_api(:GET, local_var_path,
1416
+ :header_params => header_params,
1417
+ :query_params => query_params,
1418
+ :form_params => form_params,
1419
+ :body => post_body,
1420
+ :auth_names => auth_names,
1421
+ :return_type => 'PortfolioTransaction')
1422
+ if @api_client.config.debugging
1423
+ @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_transaction_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1424
+ end
1425
+ return data, status_code, headers
1426
+ end
1427
+ # Retrieve a portfolio
1428
+ # Retrieve a portfolio for an account.
1429
+ # @param portfolio_id UUID portfolio_id
1430
+ # @param [Hash] opts the optional parameters
1431
+ # @return [Portfolio]
1432
+ def get_portfolio_using_get(portfolio_id, opts = {})
1433
+ data, _status_code, _headers = get_portfolio_using_get_with_http_info(portfolio_id, opts)
1434
+ data
1435
+ end
1436
+
1437
+ # Retrieve a portfolio
1438
+ # Retrieve a portfolio for an account.
1439
+ # @param portfolio_id UUID portfolio_id
1440
+ # @param [Hash] opts the optional parameters
1441
+ # @return [Array<(Portfolio, Fixnum, Hash)>] Portfolio data, response status code and response headers
1442
+ def get_portfolio_using_get_with_http_info(portfolio_id, opts = {})
1443
+ if @api_client.config.debugging
1444
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_using_get ...'
1445
+ end
1446
+ # verify the required parameter 'portfolio_id' is set
1447
+ if @api_client.config.client_side_validation && portfolio_id.nil?
1448
+ fail ArgumentError, "Missing the required parameter 'portfolio_id' when calling PortfolioApi.get_portfolio_using_get"
1449
+ end
1450
+ # resource path
1451
+ local_var_path = '/nucleus/v1/portfolio/{portfolio_id}'.sub('{' + 'portfolio_id' + '}', portfolio_id.to_s)
1452
+
1453
+ # query parameters
1454
+ query_params = {}
1455
+
1456
+ # header parameters
1457
+ header_params = {}
1458
+ # HTTP header 'Accept' (if needed)
1459
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
1460
+
1461
+ # form parameters
1462
+ form_params = {}
1463
+
1464
+ # http body (model)
1465
+ post_body = nil
1466
+ auth_names = ['oauth2']
1467
+ data, status_code, headers = @api_client.call_api(:GET, local_var_path,
1468
+ :header_params => header_params,
1469
+ :query_params => query_params,
1470
+ :form_params => form_params,
1471
+ :body => post_body,
1472
+ :auth_names => auth_names,
1473
+ :return_type => 'Portfolio')
1474
+ if @api_client.config.debugging
1475
+ @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1476
+ end
1477
+ return data, status_code, headers
1478
+ end
1479
+ # Update a portfolio asset size
1480
+ # Update the information for a portfolio asset size record for a portfolio.
1481
+ # @param portfolio_asset_size portfolio_asset_size
1482
+ # @param portfolio_asset_size_id UUID portfolio_asset_size_id
1483
+ # @param [Hash] opts the optional parameters
1484
+ # @return [PortfolioAssetSizeLog]
1485
+ def update_portfolio_asset_size_using_put(portfolio_asset_size, portfolio_asset_size_id, opts = {})
1486
+ data, _status_code, _headers = update_portfolio_asset_size_using_put_with_http_info(portfolio_asset_size, portfolio_asset_size_id, opts)
1487
+ data
1488
+ end
1489
+
1490
+ # Update a portfolio asset size
1491
+ # Update the information for a portfolio asset size record for a portfolio.
1492
+ # @param portfolio_asset_size portfolio_asset_size
1493
+ # @param portfolio_asset_size_id UUID portfolio_asset_size_id
1494
+ # @param [Hash] opts the optional parameters
1495
+ # @return [Array<(PortfolioAssetSizeLog, Fixnum, Hash)>] PortfolioAssetSizeLog data, response status code and response headers
1496
+ def update_portfolio_asset_size_using_put_with_http_info(portfolio_asset_size, portfolio_asset_size_id, opts = {})
1497
+ if @api_client.config.debugging
1498
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.update_portfolio_asset_size_using_put ...'
1499
+ end
1500
+ # verify the required parameter 'portfolio_asset_size' is set
1501
+ if @api_client.config.client_side_validation && portfolio_asset_size.nil?
1502
+ fail ArgumentError, "Missing the required parameter 'portfolio_asset_size' when calling PortfolioApi.update_portfolio_asset_size_using_put"
1503
+ end
1504
+ # verify the required parameter 'portfolio_asset_size_id' is set
1505
+ if @api_client.config.client_side_validation && portfolio_asset_size_id.nil?
1506
+ fail ArgumentError, "Missing the required parameter 'portfolio_asset_size_id' when calling PortfolioApi.update_portfolio_asset_size_using_put"
1507
+ end
1508
+ # resource path
1509
+ local_var_path = '/nucleus/v1/portfolio_asset_size/{portfolio_asset_size_id}'.sub('{' + 'portfolio_asset_size_id' + '}', portfolio_asset_size_id.to_s)
1510
+
1511
+ # query parameters
1512
+ query_params = {}
1513
+
1514
+ # header parameters
1515
+ header_params = {}
1516
+ # HTTP header 'Accept' (if needed)
1517
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
1518
+ # HTTP header 'Content-Type'
1519
+ header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
1520
+
1521
+ # form parameters
1522
+ form_params = {}
1523
+
1524
+ # http body (model)
1525
+ post_body = @api_client.object_to_http_body(portfolio_asset_size)
1526
+ auth_names = ['oauth2']
1527
+ data, status_code, headers = @api_client.call_api(:PUT, local_var_path,
1528
+ :header_params => header_params,
1529
+ :query_params => query_params,
1530
+ :form_params => form_params,
1531
+ :body => post_body,
1532
+ :auth_names => auth_names,
1533
+ :return_type => 'PortfolioAssetSizeLog')
1534
+ if @api_client.config.debugging
1535
+ @api_client.config.logger.debug "API called: PortfolioApi#update_portfolio_asset_size_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1536
+ end
1537
+ return data, status_code, headers
1538
+ end
1539
+ # Update a portfolio comment
1540
+ # Update the information for a portfolio comment for a portfolio.
1541
+ # @param portfolio_comment portfolio_comment
1542
+ # @param portfolio_comment_id UUID portfolio_comment_id
1543
+ # @param [Hash] opts the optional parameters
1544
+ # @return [PortfolioComment]
1545
+ def update_portfolio_comment_using_put(portfolio_comment, portfolio_comment_id, opts = {})
1546
+ data, _status_code, _headers = update_portfolio_comment_using_put_with_http_info(portfolio_comment, portfolio_comment_id, opts)
1547
+ data
1548
+ end
1549
+
1550
+ # Update a portfolio comment
1551
+ # Update the information for a portfolio comment for a portfolio.
1552
+ # @param portfolio_comment portfolio_comment
1553
+ # @param portfolio_comment_id UUID portfolio_comment_id
1554
+ # @param [Hash] opts the optional parameters
1555
+ # @return [Array<(PortfolioComment, Fixnum, Hash)>] PortfolioComment data, response status code and response headers
1556
+ def update_portfolio_comment_using_put_with_http_info(portfolio_comment, portfolio_comment_id, opts = {})
1557
+ if @api_client.config.debugging
1558
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.update_portfolio_comment_using_put ...'
1559
+ end
1560
+ # verify the required parameter 'portfolio_comment' is set
1561
+ if @api_client.config.client_side_validation && portfolio_comment.nil?
1562
+ fail ArgumentError, "Missing the required parameter 'portfolio_comment' when calling PortfolioApi.update_portfolio_comment_using_put"
1563
+ end
1564
+ # verify the required parameter 'portfolio_comment_id' is set
1565
+ if @api_client.config.client_side_validation && portfolio_comment_id.nil?
1566
+ fail ArgumentError, "Missing the required parameter 'portfolio_comment_id' when calling PortfolioApi.update_portfolio_comment_using_put"
1567
+ end
1568
+ # resource path
1569
+ local_var_path = '/nucleus/v1/portfolio_comment/{portfolio_comment_id}'.sub('{' + 'portfolio_comment_id' + '}', portfolio_comment_id.to_s)
1570
+
1571
+ # query parameters
1572
+ query_params = {}
1573
+
1574
+ # header parameters
1575
+ header_params = {}
1576
+ # HTTP header 'Accept' (if needed)
1577
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
1578
+ # HTTP header 'Content-Type'
1579
+ header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
1580
+
1581
+ # form parameters
1582
+ form_params = {}
1583
+
1584
+ # http body (model)
1585
+ post_body = @api_client.object_to_http_body(portfolio_comment)
1586
+ auth_names = ['oauth2']
1587
+ data, status_code, headers = @api_client.call_api(:PUT, local_var_path,
1588
+ :header_params => header_params,
1589
+ :query_params => query_params,
1590
+ :form_params => form_params,
1591
+ :body => post_body,
1592
+ :auth_names => auth_names,
1593
+ :return_type => 'PortfolioComment')
1594
+ if @api_client.config.debugging
1595
+ @api_client.config.logger.debug "API called: PortfolioApi#update_portfolio_comment_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1596
+ end
1597
+ return data, status_code, headers
1598
+ end
1599
+ # Update an portfolio goal
1600
+ # Update the information for an portfolio-goal mapping.
1601
+ # @param portfolio_goal portfolio_goal
1602
+ # @param portfolio_goal_id UUID portfolio_goal_id
1603
+ # @param [Hash] opts the optional parameters
1604
+ # @return [PortfolioGoal]
1605
+ def update_portfolio_goal_using_put(portfolio_goal, portfolio_goal_id, opts = {})
1606
+ data, _status_code, _headers = update_portfolio_goal_using_put_with_http_info(portfolio_goal, portfolio_goal_id, opts)
1607
+ data
1608
+ end
1609
+
1610
+ # Update an portfolio goal
1611
+ # Update the information for an portfolio-goal mapping.
1612
+ # @param portfolio_goal portfolio_goal
1613
+ # @param portfolio_goal_id UUID portfolio_goal_id
1614
+ # @param [Hash] opts the optional parameters
1615
+ # @return [Array<(PortfolioGoal, Fixnum, Hash)>] PortfolioGoal data, response status code and response headers
1616
+ def update_portfolio_goal_using_put_with_http_info(portfolio_goal, portfolio_goal_id, opts = {})
1617
+ if @api_client.config.debugging
1618
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.update_portfolio_goal_using_put ...'
1619
+ end
1620
+ # verify the required parameter 'portfolio_goal' is set
1621
+ if @api_client.config.client_side_validation && portfolio_goal.nil?
1622
+ fail ArgumentError, "Missing the required parameter 'portfolio_goal' when calling PortfolioApi.update_portfolio_goal_using_put"
1623
+ end
1624
+ # verify the required parameter 'portfolio_goal_id' is set
1625
+ if @api_client.config.client_side_validation && portfolio_goal_id.nil?
1626
+ fail ArgumentError, "Missing the required parameter 'portfolio_goal_id' when calling PortfolioApi.update_portfolio_goal_using_put"
1627
+ end
1628
+ # resource path
1629
+ local_var_path = '/nucleus/v1/portfolio_goal/{portfolio_goal_id}'.sub('{' + 'portfolio_goal_id' + '}', portfolio_goal_id.to_s)
1630
+
1631
+ # query parameters
1632
+ query_params = {}
1633
+
1634
+ # header parameters
1635
+ header_params = {}
1636
+ # HTTP header 'Accept' (if needed)
1637
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
1638
+ # HTTP header 'Content-Type'
1639
+ header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
1640
+
1641
+ # form parameters
1642
+ form_params = {}
1643
+
1644
+ # http body (model)
1645
+ post_body = @api_client.object_to_http_body(portfolio_goal)
1646
+ auth_names = ['oauth2']
1647
+ data, status_code, headers = @api_client.call_api(:PUT, local_var_path,
1648
+ :header_params => header_params,
1649
+ :query_params => query_params,
1650
+ :form_params => form_params,
1651
+ :body => post_body,
1652
+ :auth_names => auth_names,
1653
+ :return_type => 'PortfolioGoal')
1654
+ if @api_client.config.debugging
1655
+ @api_client.config.logger.debug "API called: PortfolioApi#update_portfolio_goal_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1656
+ end
1657
+ return data, status_code, headers
1658
+ end
1659
+ # Update a portfolio holding
1660
+ # Update the information for a portfolio holding record for a portfolio.
1661
+ # @param portfolio_holding portfolio_holding
1662
+ # @param portfolio_holding_id UUID portfolio_holding_id
1663
+ # @param [Hash] opts the optional parameters
1664
+ # @return [PortfolioHoldingLog]
1665
+ def update_portfolio_holding_using_put(portfolio_holding, portfolio_holding_id, opts = {})
1666
+ data, _status_code, _headers = update_portfolio_holding_using_put_with_http_info(portfolio_holding, portfolio_holding_id, opts)
1667
+ data
1668
+ end
1669
+
1670
+ # Update a portfolio holding
1671
+ # Update the information for a portfolio holding record for a portfolio.
1672
+ # @param portfolio_holding portfolio_holding
1673
+ # @param portfolio_holding_id UUID portfolio_holding_id
1674
+ # @param [Hash] opts the optional parameters
1675
+ # @return [Array<(PortfolioHoldingLog, Fixnum, Hash)>] PortfolioHoldingLog data, response status code and response headers
1676
+ def update_portfolio_holding_using_put_with_http_info(portfolio_holding, portfolio_holding_id, opts = {})
1677
+ if @api_client.config.debugging
1678
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.update_portfolio_holding_using_put ...'
1679
+ end
1680
+ # verify the required parameter 'portfolio_holding' is set
1681
+ if @api_client.config.client_side_validation && portfolio_holding.nil?
1682
+ fail ArgumentError, "Missing the required parameter 'portfolio_holding' when calling PortfolioApi.update_portfolio_holding_using_put"
1683
+ end
1684
+ # verify the required parameter 'portfolio_holding_id' is set
1685
+ if @api_client.config.client_side_validation && portfolio_holding_id.nil?
1686
+ fail ArgumentError, "Missing the required parameter 'portfolio_holding_id' when calling PortfolioApi.update_portfolio_holding_using_put"
1687
+ end
1688
+ # resource path
1689
+ local_var_path = '/nucleus/v1/portfolio_holding/{portfolio_holding_id}'.sub('{' + 'portfolio_holding_id' + '}', portfolio_holding_id.to_s)
1690
+
1691
+ # query parameters
1692
+ query_params = {}
1693
+
1694
+ # header parameters
1695
+ header_params = {}
1696
+ # HTTP header 'Accept' (if needed)
1697
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
1698
+ # HTTP header 'Content-Type'
1699
+ header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
1700
+
1701
+ # form parameters
1702
+ form_params = {}
1703
+
1704
+ # http body (model)
1705
+ post_body = @api_client.object_to_http_body(portfolio_holding)
1706
+ auth_names = ['oauth2']
1707
+ data, status_code, headers = @api_client.call_api(:PUT, local_var_path,
1708
+ :header_params => header_params,
1709
+ :query_params => query_params,
1710
+ :form_params => form_params,
1711
+ :body => post_body,
1712
+ :auth_names => auth_names,
1713
+ :return_type => 'PortfolioHoldingLog')
1714
+ if @api_client.config.debugging
1715
+ @api_client.config.logger.debug "API called: PortfolioApi#update_portfolio_holding_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1716
+ end
1717
+ return data, status_code, headers
1718
+ end
1719
+ # Update a portfolio transaction
1720
+ # Update the information for a portfolio transaction record for a portfolio.
1721
+ # @param portfolio_transaction portfolio_transaction
1722
+ # @param portfolio_transaction_id UUID portfolio_transaction_id
1723
+ # @param [Hash] opts the optional parameters
1724
+ # @return [PortfolioTransaction]
1725
+ def update_portfolio_transaction_using_put(portfolio_transaction, portfolio_transaction_id, opts = {})
1726
+ data, _status_code, _headers = update_portfolio_transaction_using_put_with_http_info(portfolio_transaction, portfolio_transaction_id, opts)
1727
+ data
1728
+ end
1729
+
1730
+ # Update a portfolio transaction
1731
+ # Update the information for a portfolio transaction record for a portfolio.
1732
+ # @param portfolio_transaction portfolio_transaction
1733
+ # @param portfolio_transaction_id UUID portfolio_transaction_id
1734
+ # @param [Hash] opts the optional parameters
1735
+ # @return [Array<(PortfolioTransaction, Fixnum, Hash)>] PortfolioTransaction data, response status code and response headers
1736
+ def update_portfolio_transaction_using_put_with_http_info(portfolio_transaction, portfolio_transaction_id, opts = {})
1737
+ if @api_client.config.debugging
1738
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.update_portfolio_transaction_using_put ...'
1739
+ end
1740
+ # verify the required parameter 'portfolio_transaction' is set
1741
+ if @api_client.config.client_side_validation && portfolio_transaction.nil?
1742
+ fail ArgumentError, "Missing the required parameter 'portfolio_transaction' when calling PortfolioApi.update_portfolio_transaction_using_put"
1743
+ end
1744
+ # verify the required parameter 'portfolio_transaction_id' is set
1745
+ if @api_client.config.client_side_validation && portfolio_transaction_id.nil?
1746
+ fail ArgumentError, "Missing the required parameter 'portfolio_transaction_id' when calling PortfolioApi.update_portfolio_transaction_using_put"
1747
+ end
1748
+ # resource path
1749
+ local_var_path = '/nucleus/v1/portfolio_transaction/{portfolio_transaction_id}'.sub('{' + 'portfolio_transaction_id' + '}', portfolio_transaction_id.to_s)
1750
+
1751
+ # query parameters
1752
+ query_params = {}
1753
+
1754
+ # header parameters
1755
+ header_params = {}
1756
+ # HTTP header 'Accept' (if needed)
1757
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
1758
+ # HTTP header 'Content-Type'
1759
+ header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
1760
+
1761
+ # form parameters
1762
+ form_params = {}
1763
+
1764
+ # http body (model)
1765
+ post_body = @api_client.object_to_http_body(portfolio_transaction)
1766
+ auth_names = ['oauth2']
1767
+ data, status_code, headers = @api_client.call_api(:PUT, local_var_path,
1768
+ :header_params => header_params,
1769
+ :query_params => query_params,
1770
+ :form_params => form_params,
1771
+ :body => post_body,
1772
+ :auth_names => auth_names,
1773
+ :return_type => 'PortfolioTransaction')
1774
+ if @api_client.config.debugging
1775
+ @api_client.config.logger.debug "API called: PortfolioApi#update_portfolio_transaction_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1776
+ end
1777
+ return data, status_code, headers
1778
+ end
1779
+ # Update a portfolio
1780
+ # Update a portfolio for an account.
1781
+ # @param portfolio portfolio
1782
+ # @param portfolio_id UUID portfolio_id
1783
+ # @param [Hash] opts the optional parameters
1784
+ # @return [Portfolio]
1785
+ def update_portfolio_using_put(portfolio, portfolio_id, opts = {})
1786
+ data, _status_code, _headers = update_portfolio_using_put_with_http_info(portfolio, portfolio_id, opts)
1787
+ data
1788
+ end
1789
+
1790
+ # Update a portfolio
1791
+ # Update a portfolio for an account.
1792
+ # @param portfolio portfolio
1793
+ # @param portfolio_id UUID portfolio_id
1794
+ # @param [Hash] opts the optional parameters
1795
+ # @return [Array<(Portfolio, Fixnum, Hash)>] Portfolio data, response status code and response headers
1796
+ def update_portfolio_using_put_with_http_info(portfolio, portfolio_id, opts = {})
1797
+ if @api_client.config.debugging
1798
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.update_portfolio_using_put ...'
1799
+ end
1800
+ # verify the required parameter 'portfolio' is set
1801
+ if @api_client.config.client_side_validation && portfolio.nil?
1802
+ fail ArgumentError, "Missing the required parameter 'portfolio' when calling PortfolioApi.update_portfolio_using_put"
1803
+ end
1804
+ # verify the required parameter 'portfolio_id' is set
1805
+ if @api_client.config.client_side_validation && portfolio_id.nil?
1806
+ fail ArgumentError, "Missing the required parameter 'portfolio_id' when calling PortfolioApi.update_portfolio_using_put"
1807
+ end
1808
+ # resource path
1809
+ local_var_path = '/nucleus/v1/portfolio/{portfolio_id}'.sub('{' + 'portfolio_id' + '}', portfolio_id.to_s)
1810
+
1811
+ # query parameters
1812
+ query_params = {}
1813
+
1814
+ # header parameters
1815
+ header_params = {}
1816
+ # HTTP header 'Accept' (if needed)
1817
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
1818
+ # HTTP header 'Content-Type'
1819
+ header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
1820
+
1821
+ # form parameters
1822
+ form_params = {}
1823
+
1824
+ # http body (model)
1825
+ post_body = @api_client.object_to_http_body(portfolio)
1826
+ auth_names = ['oauth2']
1827
+ data, status_code, headers = @api_client.call_api(:PUT, local_var_path,
1828
+ :header_params => header_params,
1829
+ :query_params => query_params,
1830
+ :form_params => form_params,
1831
+ :body => post_body,
1832
+ :auth_names => auth_names,
1833
+ :return_type => 'Portfolio')
1834
+ if @api_client.config.debugging
1835
+ @api_client.config.logger.debug "API called: PortfolioApi#update_portfolio_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1836
+ end
1837
+ return data, status_code, headers
1838
+ end
1839
+ end
1840
+ end