hydrogen-nucleus-api 1.9.2
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- checksums.yaml +7 -0
- data/Gemfile +7 -0
- data/README.md +80 -0
- data/Rakefile +8 -0
- data/git_push.sh +55 -0
- data/lib/nucleus_api.rb +306 -0
- data/lib/nucleus_api/api/account_api.rb +1755 -0
- data/lib/nucleus_api/api/admin_client_api.rb +346 -0
- data/lib/nucleus_api/api/aggregation_account_api.rb +1642 -0
- data/lib/nucleus_api/api/allocation_api.rb +824 -0
- data/lib/nucleus_api/api/benchmark_api.rb +362 -0
- data/lib/nucleus_api/api/budget_api.rb +307 -0
- data/lib/nucleus_api/api/bulk_api.rb +253 -0
- data/lib/nucleus_api/api/business_api.rb +526 -0
- data/lib/nucleus_api/api/card_api.rb +864 -0
- data/lib/nucleus_api/api/client_api.rb +1246 -0
- data/lib/nucleus_api/api/contact_api.rb +585 -0
- data/lib/nucleus_api/api/decision_tree_api.rb +911 -0
- data/lib/nucleus_api/api/document_api.rb +301 -0
- data/lib/nucleus_api/api/financial_statement_api.rb +307 -0
- data/lib/nucleus_api/api/funding_api.rb +1213 -0
- data/lib/nucleus_api/api/goal_api.rb +837 -0
- data/lib/nucleus_api/api/household_api.rb +526 -0
- data/lib/nucleus_api/api/invoice_api.rb +591 -0
- data/lib/nucleus_api/api/model_api.rb +1479 -0
- data/lib/nucleus_api/api/order_api.rb +1688 -0
- data/lib/nucleus_api/api/overflow_api.rb +468 -0
- data/lib/nucleus_api/api/portfolio_api.rb +1840 -0
- data/lib/nucleus_api/api/questionnaire_api.rb +857 -0
- data/lib/nucleus_api/api/resource_api.rb +823 -0
- data/lib/nucleus_api/api/risk_profile_api.rb +301 -0
- data/lib/nucleus_api/api/roundup_api.rb +468 -0
- data/lib/nucleus_api/api/score_api.rb +301 -0
- data/lib/nucleus_api/api/securities_api.rb +863 -0
- data/lib/nucleus_api/api/spending_control_api.rb +301 -0
- data/lib/nucleus_api/api/utils_api.rb +2692 -0
- data/lib/nucleus_api/api/webhook_api.rb +301 -0
- data/lib/nucleus_api/api_client.rb +391 -0
- data/lib/nucleus_api/api_error.rb +38 -0
- data/lib/nucleus_api/auth_configuration.rb +181 -0
- data/lib/nucleus_api/configuration.rb +209 -0
- data/lib/nucleus_api/environment.rb +26 -0
- data/lib/nucleus_api/models/account.rb +335 -0
- data/lib/nucleus_api/models/account_allocation_mapping.rb +295 -0
- data/lib/nucleus_api/models/account_map.rb +203 -0
- data/lib/nucleus_api/models/account_permission_vo.rb +196 -0
- data/lib/nucleus_api/models/account_portfolio_rebalance_request.rb +314 -0
- data/lib/nucleus_api/models/account_status.rb +271 -0
- data/lib/nucleus_api/models/account_type.rb +336 -0
- data/lib/nucleus_api/models/acl_client_permission_vo.rb +237 -0
- data/lib/nucleus_api/models/admin_client.rb +290 -0
- data/lib/nucleus_api/models/aggregation_account.rb +541 -0
- data/lib/nucleus_api/models/aggregation_account_balance.rb +285 -0
- data/lib/nucleus_api/models/aggregation_account_holding.rb +357 -0
- data/lib/nucleus_api/models/aggregation_account_transaction.rb +336 -0
- data/lib/nucleus_api/models/aggregation_accounts_map.rb +203 -0
- data/lib/nucleus_api/models/allocation.rb +326 -0
- data/lib/nucleus_api/models/allocation_aggregated_vo.rb +229 -0
- data/lib/nucleus_api/models/allocation_composition.rb +305 -0
- data/lib/nucleus_api/models/allocation_composition_aggregated_vo.rb +283 -0
- data/lib/nucleus_api/models/allocation_composition_model_holdings_vo.rb +312 -0
- data/lib/nucleus_api/models/allocation_node_map.rb +188 -0
- data/lib/nucleus_api/models/answer.rb +314 -0
- data/lib/nucleus_api/models/answer_map.rb +182 -0
- data/lib/nucleus_api/models/application.rb +257 -0
- data/lib/nucleus_api/models/audit_log.rb +358 -0
- data/lib/nucleus_api/models/available_date_double_vo.rb +244 -0
- data/lib/nucleus_api/models/balances.rb +224 -0
- data/lib/nucleus_api/models/bank_credit.rb +283 -0
- data/lib/nucleus_api/models/bank_link.rb +431 -0
- data/lib/nucleus_api/models/bank_link_map.rb +203 -0
- data/lib/nucleus_api/models/benchmark.rb +278 -0
- data/lib/nucleus_api/models/benchmark_composition.rb +203 -0
- data/lib/nucleus_api/models/brokers.rb +204 -0
- data/lib/nucleus_api/models/budget.rb +383 -0
- data/lib/nucleus_api/models/budget_aggregation_account.rb +188 -0
- data/lib/nucleus_api/models/budget_object.rb +214 -0
- data/lib/nucleus_api/models/bulk_transaction.rb +227 -0
- data/lib/nucleus_api/models/bulk_transaction_vo.rb +218 -0
- data/lib/nucleus_api/models/business.rb +430 -0
- data/lib/nucleus_api/models/business_address.rb +279 -0
- data/lib/nucleus_api/models/business_details_vo.rb +236 -0
- data/lib/nucleus_api/models/card.rb +497 -0
- data/lib/nucleus_api/models/card_address.rb +269 -0
- data/lib/nucleus_api/models/card_balance_vo.rb +214 -0
- data/lib/nucleus_api/models/card_details_vo.rb +284 -0
- data/lib/nucleus_api/models/card_program.rb +351 -0
- data/lib/nucleus_api/models/cash.rb +214 -0
- data/lib/nucleus_api/models/categories_map.rb +203 -0
- data/lib/nucleus_api/models/check.rb +211 -0
- data/lib/nucleus_api/models/check_images.rb +199 -0
- data/lib/nucleus_api/models/client.rb +524 -0
- data/lib/nucleus_api/models/client_account_mapping.rb +213 -0
- data/lib/nucleus_api/models/client_address.rb +279 -0
- data/lib/nucleus_api/models/client_business_card_vo.rb +218 -0
- data/lib/nucleus_api/models/client_business_total_card_balance_vo.rb +204 -0
- data/lib/nucleus_api/models/client_card_vo.rb +244 -0
- data/lib/nucleus_api/models/client_credentials.rb +200 -0
- data/lib/nucleus_api/models/client_relationship.rb +210 -0
- data/lib/nucleus_api/models/client_response.rb +281 -0
- data/lib/nucleus_api/models/client_status.rb +271 -0
- data/lib/nucleus_api/models/client_view_goal_data.rb +303 -0
- data/lib/nucleus_api/models/contact.rb +356 -0
- data/lib/nucleus_api/models/contact_address.rb +269 -0
- data/lib/nucleus_api/models/country.rb +251 -0
- data/lib/nucleus_api/models/currency.rb +213 -0
- data/lib/nucleus_api/models/customer_revenue.rb +297 -0
- data/lib/nucleus_api/models/date_double_vo.rb +204 -0
- data/lib/nucleus_api/models/decision_tree.rb +276 -0
- data/lib/nucleus_api/models/decision_tree_co.rb +203 -0
- data/lib/nucleus_api/models/decision_tree_result_vo.rb +193 -0
- data/lib/nucleus_api/models/document.rb +407 -0
- data/lib/nucleus_api/models/employment.rb +214 -0
- data/lib/nucleus_api/models/external_account_transfer.rb +413 -0
- data/lib/nucleus_api/models/feature.rb +287 -0
- data/lib/nucleus_api/models/feature_track.rb +252 -0
- data/lib/nucleus_api/models/financial_statement.rb +363 -0
- data/lib/nucleus_api/models/funding.rb +509 -0
- data/lib/nucleus_api/models/funding_request_map.rb +188 -0
- data/lib/nucleus_api/models/funding_transaction.rb +391 -0
- data/lib/nucleus_api/models/fx_rate.rb +234 -0
- data/lib/nucleus_api/models/fx_rate_view.rb +234 -0
- data/lib/nucleus_api/models/goal.rb +341 -0
- data/lib/nucleus_api/models/goal_account_mapping.rb +219 -0
- data/lib/nucleus_api/models/goal_track.rb +373 -0
- data/lib/nucleus_api/models/goal_track_accounts.rb +188 -0
- data/lib/nucleus_api/models/household.rb +286 -0
- data/lib/nucleus_api/models/institution.rb +256 -0
- data/lib/nucleus_api/models/investment.rb +279 -0
- data/lib/nucleus_api/models/invoice.rb +473 -0
- data/lib/nucleus_api/models/invoice_payment.rb +282 -0
- data/lib/nucleus_api/models/json_node.rb +173 -0
- data/lib/nucleus_api/models/line_items.rb +279 -0
- data/lib/nucleus_api/models/location.rb +254 -0
- data/lib/nucleus_api/models/member.rb +218 -0
- data/lib/nucleus_api/models/merchant_category_code.rb +229 -0
- data/lib/nucleus_api/models/merchants_map.rb +203 -0
- data/lib/nucleus_api/models/model.rb +397 -0
- data/lib/nucleus_api/models/model_asset_size.rb +275 -0
- data/lib/nucleus_api/models/model_comment.rb +265 -0
- data/lib/nucleus_api/models/model_holding.rb +371 -0
- data/lib/nucleus_api/models/model_holding_vo.rb +209 -0
- data/lib/nucleus_api/models/model_transaction.rb +299 -0
- data/lib/nucleus_api/models/mx_merchant_res.rb +236 -0
- data/lib/nucleus_api/models/node.rb +261 -0
- data/lib/nucleus_api/models/node_relationship.rb +301 -0
- data/lib/nucleus_api/models/notification.rb +314 -0
- data/lib/nucleus_api/models/notification_client.rb +310 -0
- data/lib/nucleus_api/models/notification_setting.rb +301 -0
- data/lib/nucleus_api/models/order.rb +391 -0
- data/lib/nucleus_api/models/order_bulk.rb +310 -0
- data/lib/nucleus_api/models/order_reconcile_request.rb +221 -0
- data/lib/nucleus_api/models/order_reconcile_return_object.rb +228 -0
- data/lib/nucleus_api/models/order_status.rb +251 -0
- data/lib/nucleus_api/models/order_track.rb +317 -0
- data/lib/nucleus_api/models/order_vo_clone.rb +305 -0
- data/lib/nucleus_api/models/overflow.rb +282 -0
- data/lib/nucleus_api/models/overflow_bank_link_map.rb +213 -0
- data/lib/nucleus_api/models/overflow_settings.rb +288 -0
- data/lib/nucleus_api/models/overflow_vo.rb +204 -0
- data/lib/nucleus_api/models/ownership.rb +234 -0
- data/lib/nucleus_api/models/page_account.rb +259 -0
- data/lib/nucleus_api/models/page_account_allocation_mapping.rb +259 -0
- data/lib/nucleus_api/models/page_account_permission_vo.rb +259 -0
- data/lib/nucleus_api/models/page_account_status.rb +259 -0
- data/lib/nucleus_api/models/page_account_type.rb +259 -0
- data/lib/nucleus_api/models/page_admin_client.rb +259 -0
- data/lib/nucleus_api/models/page_aggregation_account.rb +259 -0
- data/lib/nucleus_api/models/page_aggregation_account_balance.rb +259 -0
- data/lib/nucleus_api/models/page_aggregation_account_holding.rb +259 -0
- data/lib/nucleus_api/models/page_aggregation_account_transaction.rb +259 -0
- data/lib/nucleus_api/models/page_allocation.rb +259 -0
- data/lib/nucleus_api/models/page_allocation_composition.rb +259 -0
- data/lib/nucleus_api/models/page_answer.rb +259 -0
- data/lib/nucleus_api/models/page_application.rb +259 -0
- data/lib/nucleus_api/models/page_audit_log.rb +259 -0
- data/lib/nucleus_api/models/page_bank_link.rb +259 -0
- data/lib/nucleus_api/models/page_benchmark.rb +259 -0
- data/lib/nucleus_api/models/page_budget.rb +259 -0
- data/lib/nucleus_api/models/page_business.rb +259 -0
- data/lib/nucleus_api/models/page_card.rb +259 -0
- data/lib/nucleus_api/models/page_card_program.rb +259 -0
- data/lib/nucleus_api/models/page_client.rb +259 -0
- data/lib/nucleus_api/models/page_client_business_card_vo.rb +259 -0
- data/lib/nucleus_api/models/page_client_response.rb +259 -0
- data/lib/nucleus_api/models/page_client_status.rb +259 -0
- data/lib/nucleus_api/models/page_contact.rb +259 -0
- data/lib/nucleus_api/models/page_customer_revenue.rb +259 -0
- data/lib/nucleus_api/models/page_decision_tree.rb +259 -0
- data/lib/nucleus_api/models/page_document.rb +259 -0
- data/lib/nucleus_api/models/page_external_account_transfer.rb +259 -0
- data/lib/nucleus_api/models/page_feature.rb +259 -0
- data/lib/nucleus_api/models/page_feature_track.rb +259 -0
- data/lib/nucleus_api/models/page_financial_statement.rb +259 -0
- data/lib/nucleus_api/models/page_funding.rb +259 -0
- data/lib/nucleus_api/models/page_funding_transaction.rb +259 -0
- data/lib/nucleus_api/models/page_goal.rb +259 -0
- data/lib/nucleus_api/models/page_goal_track.rb +259 -0
- data/lib/nucleus_api/models/page_household.rb +259 -0
- data/lib/nucleus_api/models/page_institution.rb +259 -0
- data/lib/nucleus_api/models/page_invoice.rb +259 -0
- data/lib/nucleus_api/models/page_invoice_payment.rb +259 -0
- data/lib/nucleus_api/models/page_model.rb +259 -0
- data/lib/nucleus_api/models/page_model_asset_size.rb +259 -0
- data/lib/nucleus_api/models/page_model_comment.rb +259 -0
- data/lib/nucleus_api/models/page_model_holding.rb +259 -0
- data/lib/nucleus_api/models/page_model_transaction.rb +259 -0
- data/lib/nucleus_api/models/page_mx_merchant_res.rb +274 -0
- data/lib/nucleus_api/models/page_node.rb +259 -0
- data/lib/nucleus_api/models/page_node_relationship.rb +259 -0
- data/lib/nucleus_api/models/page_notification.rb +259 -0
- data/lib/nucleus_api/models/page_notification_client.rb +259 -0
- data/lib/nucleus_api/models/page_notification_setting.rb +259 -0
- data/lib/nucleus_api/models/page_order.rb +259 -0
- data/lib/nucleus_api/models/page_order_bulk.rb +259 -0
- data/lib/nucleus_api/models/page_order_status.rb +259 -0
- data/lib/nucleus_api/models/page_order_track.rb +259 -0
- data/lib/nucleus_api/models/page_overflow.rb +259 -0
- data/lib/nucleus_api/models/page_overflow_settings.rb +259 -0
- data/lib/nucleus_api/models/page_portfolio.rb +259 -0
- data/lib/nucleus_api/models/page_portfolio_asset_size_log.rb +259 -0
- data/lib/nucleus_api/models/page_portfolio_comment.rb +259 -0
- data/lib/nucleus_api/models/page_portfolio_goal.rb +259 -0
- data/lib/nucleus_api/models/page_portfolio_holding_agg.rb +259 -0
- data/lib/nucleus_api/models/page_portfolio_holding_log.rb +259 -0
- data/lib/nucleus_api/models/page_portfolio_transaction.rb +259 -0
- data/lib/nucleus_api/models/page_question.rb +259 -0
- data/lib/nucleus_api/models/page_questionnaire.rb +259 -0
- data/lib/nucleus_api/models/page_reason_code.rb +259 -0
- data/lib/nucleus_api/models/page_risk_profile.rb +259 -0
- data/lib/nucleus_api/models/page_roundup.rb +259 -0
- data/lib/nucleus_api/models/page_roundup_settings.rb +259 -0
- data/lib/nucleus_api/models/page_score.rb +259 -0
- data/lib/nucleus_api/models/page_security.rb +259 -0
- data/lib/nucleus_api/models/page_security_exclusion.rb +259 -0
- data/lib/nucleus_api/models/page_security_price.rb +259 -0
- data/lib/nucleus_api/models/page_spending_control.rb +259 -0
- data/lib/nucleus_api/models/page_stage.rb +259 -0
- data/lib/nucleus_api/models/page_transaction_code.rb +259 -0
- data/lib/nucleus_api/models/page_webhook.rb +259 -0
- data/lib/nucleus_api/models/pageable.rb +227 -0
- data/lib/nucleus_api/models/permission_vo.rb +227 -0
- data/lib/nucleus_api/models/portfolio.rb +337 -0
- data/lib/nucleus_api/models/portfolio_asset_size_log.rb +330 -0
- data/lib/nucleus_api/models/portfolio_comment.rb +280 -0
- data/lib/nucleus_api/models/portfolio_goal.rb +256 -0
- data/lib/nucleus_api/models/portfolio_goal_map.rb +203 -0
- data/lib/nucleus_api/models/portfolio_holding_agg.rb +244 -0
- data/lib/nucleus_api/models/portfolio_holding_log.rb +340 -0
- data/lib/nucleus_api/models/portfolio_transaction.rb +536 -0
- data/lib/nucleus_api/models/question.rb +362 -0
- data/lib/nucleus_api/models/questionnaire.rb +288 -0
- data/lib/nucleus_api/models/reason_code.rb +275 -0
- data/lib/nucleus_api/models/risk_profile.rb +287 -0
- data/lib/nucleus_api/models/roundup.rb +267 -0
- data/lib/nucleus_api/models/roundup_co.rb +233 -0
- data/lib/nucleus_api/models/roundup_settings.rb +332 -0
- data/lib/nucleus_api/models/score.rb +375 -0
- data/lib/nucleus_api/models/securities_composition.rb +233 -0
- data/lib/nucleus_api/models/securities_country.rb +203 -0
- data/lib/nucleus_api/models/security.rb +435 -0
- data/lib/nucleus_api/models/security_composition_vo.rb +301 -0
- data/lib/nucleus_api/models/security_country_vo.rb +191 -0
- data/lib/nucleus_api/models/security_exclusion.rb +301 -0
- data/lib/nucleus_api/models/security_price.rb +314 -0
- data/lib/nucleus_api/models/sort.rb +234 -0
- data/lib/nucleus_api/models/spending_control.rb +343 -0
- data/lib/nucleus_api/models/stage.rb +346 -0
- data/lib/nucleus_api/models/stat.rb +204 -0
- data/lib/nucleus_api/models/state.rb +203 -0
- data/lib/nucleus_api/models/statistic_resource_vo.rb +209 -0
- data/lib/nucleus_api/models/token_date_request.rb +234 -0
- data/lib/nucleus_api/models/transaction_code.rb +313 -0
- data/lib/nucleus_api/models/v_account_vo.rb +227 -0
- data/lib/nucleus_api/models/v_client_goal_view_data.rb +229 -0
- data/lib/nucleus_api/models/v_portfolio_vo.rb +209 -0
- data/lib/nucleus_api/models/webhook.rb +278 -0
- data/lib/nucleus_api/version.rb +15 -0
- data/nucleus_api.gemspec +46 -0
- data/spec/api/account_api_spec.rb +445 -0
- data/spec/api/admin_client_api_spec.rb +107 -0
- data/spec/api/aggregation_account_api_spec.rb +412 -0
- data/spec/api/allocation_api_spec.rb +225 -0
- data/spec/api/benchmark_api_spec.rb +115 -0
- data/spec/api/budget_api_spec.rb +102 -0
- data/spec/api/bulk_api_spec.rb +86 -0
- data/spec/api/business_api_spec.rb +159 -0
- data/spec/api/card_api_spec.rb +239 -0
- data/spec/api/client_api_spec.rb +327 -0
- data/spec/api/contact_api_spec.rb +167 -0
- data/spec/api/decision_tree_api_spec.rb +242 -0
- data/spec/api/document_api_spec.rb +100 -0
- data/spec/api/financial_statement_api_spec.rb +102 -0
- data/spec/api/funding_api_spec.rb +315 -0
- data/spec/api/goal_api_spec.rb +231 -0
- data/spec/api/household_api_spec.rb +159 -0
- data/spec/api/invoice_api_spec.rb +169 -0
- data/spec/api/model_api_spec.rb +375 -0
- data/spec/api/order_api_spec.rb +412 -0
- data/spec/api/overflow_api_spec.rb +140 -0
- data/spec/api/portfolio_api_spec.rb +464 -0
- data/spec/api/questionnaire_api_spec.rb +230 -0
- data/spec/api/resource_api_spec.rb +229 -0
- data/spec/api/risk_profile_api_spec.rb +100 -0
- data/spec/api/roundup_api_spec.rb +140 -0
- data/spec/api/score_api_spec.rb +100 -0
- data/spec/api/securities_api_spec.rb +232 -0
- data/spec/api/spending_control_api_spec.rb +100 -0
- data/spec/api/utils_api_spec.rb +660 -0
- data/spec/api/webhook_api_spec.rb +100 -0
- data/spec/api_client_spec.rb +243 -0
- data/spec/configuration_spec.rb +42 -0
- data/spec/models/account_allocation_mapping_spec.rb +95 -0
- data/spec/models/account_map_spec.rb +47 -0
- data/spec/models/account_permission_vo_spec.rb +47 -0
- data/spec/models/account_portfolio_rebalance_request_spec.rb +119 -0
- data/spec/models/account_spec.rb +125 -0
- data/spec/models/account_status_spec.rb +89 -0
- data/spec/models/account_type_spec.rb +131 -0
- data/spec/models/acl_client_permission_vo_spec.rb +57 -0
- data/spec/models/admin_client_spec.rb +113 -0
- data/spec/models/aggregation_account_balance_spec.rb +101 -0
- data/spec/models/aggregation_account_holding_spec.rb +149 -0
- data/spec/models/aggregation_account_spec.rb +251 -0
- data/spec/models/aggregation_account_transaction_spec.rb +131 -0
- data/spec/models/aggregation_accounts_map_spec.rb +47 -0
- data/spec/models/allocation_aggregated_vo_spec.rb +71 -0
- data/spec/models/allocation_composition_aggregated_vo_spec.rb +107 -0
- data/spec/models/allocation_composition_model_holdings_vo_spec.rb +125 -0
- data/spec/models/allocation_composition_spec.rb +101 -0
- data/spec/models/allocation_node_map_spec.rb +41 -0
- data/spec/models/allocation_spec.rb +125 -0
- data/spec/models/answer_map_spec.rb +41 -0
- data/spec/models/answer_spec.rb +119 -0
- data/spec/models/application_spec.rb +83 -0
- data/spec/models/audit_log_spec.rb +131 -0
- data/spec/models/available_date_double_vo_spec.rb +77 -0
- data/spec/models/balances_spec.rb +65 -0
- data/spec/models/bank_credit_spec.rb +95 -0
- data/spec/models/bank_link_map_spec.rb +47 -0
- data/spec/models/bank_link_spec.rb +179 -0
- data/spec/models/benchmark_composition_spec.rb +47 -0
- data/spec/models/benchmark_spec.rb +95 -0
- data/spec/models/brokers_spec.rb +47 -0
- data/spec/models/budget_aggregation_account_spec.rb +41 -0
- data/spec/models/budget_object_spec.rb +53 -0
- data/spec/models/budget_spec.rb +149 -0
- data/spec/models/bulk_transaction_spec.rb +71 -0
- data/spec/models/bulk_transaction_vo_spec.rb +65 -0
- data/spec/models/business_address_spec.rb +83 -0
- data/spec/models/business_details_vo_spec.rb +71 -0
- data/spec/models/business_spec.rb +185 -0
- data/spec/models/card_address_spec.rb +77 -0
- data/spec/models/card_balance_vo_spec.rb +59 -0
- data/spec/models/card_details_vo_spec.rb +101 -0
- data/spec/models/card_program_spec.rb +131 -0
- data/spec/models/card_spec.rb +215 -0
- data/spec/models/cash_spec.rb +53 -0
- data/spec/models/categories_map_spec.rb +47 -0
- data/spec/models/check_images_spec.rb +47 -0
- data/spec/models/check_spec.rb +53 -0
- data/spec/models/client_account_mapping_spec.rb +53 -0
- data/spec/models/client_address_spec.rb +83 -0
- data/spec/models/client_business_card_vo_spec.rb +59 -0
- data/spec/models/client_business_total_card_balance_vo_spec.rb +53 -0
- data/spec/models/client_card_vo_spec.rb +77 -0
- data/spec/models/client_credentials_spec.rb +53 -0
- data/spec/models/client_relationship_spec.rb +53 -0
- data/spec/models/client_response_spec.rb +95 -0
- data/spec/models/client_spec.rb +239 -0
- data/spec/models/client_status_spec.rb +89 -0
- data/spec/models/client_view_goal_data_spec.rb +119 -0
- data/spec/models/contact_address_spec.rb +77 -0
- data/spec/models/contact_spec.rb +143 -0
- data/spec/models/country_spec.rb +71 -0
- data/spec/models/currency_spec.rb +59 -0
- data/spec/models/customer_revenue_spec.rb +95 -0
- data/spec/models/date_double_vo_spec.rb +53 -0
- data/spec/models/decision_tree_co_spec.rb +47 -0
- data/spec/models/decision_tree_result_vo_spec.rb +47 -0
- data/spec/models/decision_tree_spec.rb +95 -0
- data/spec/models/document_spec.rb +173 -0
- data/spec/models/employment_spec.rb +59 -0
- data/spec/models/external_account_transfer_spec.rb +161 -0
- data/spec/models/feature_spec.rb +101 -0
- data/spec/models/feature_track_spec.rb +77 -0
- data/spec/models/financial_statement_spec.rb +137 -0
- data/spec/models/funding_request_map_spec.rb +41 -0
- data/spec/models/funding_spec.rb +221 -0
- data/spec/models/funding_transaction_spec.rb +155 -0
- data/spec/models/fx_rate_spec.rb +59 -0
- data/spec/models/fx_rate_view_spec.rb +59 -0
- data/spec/models/goal_account_mapping_spec.rb +59 -0
- data/spec/models/goal_spec.rb +137 -0
- data/spec/models/goal_track_accounts_spec.rb +41 -0
- data/spec/models/goal_track_spec.rb +149 -0
- data/spec/models/household_spec.rb +101 -0
- data/spec/models/institution_spec.rb +83 -0
- data/spec/models/investment_spec.rb +89 -0
- data/spec/models/invoice_payment_spec.rb +89 -0
- data/spec/models/invoice_spec.rb +197 -0
- data/spec/models/json_node_spec.rb +35 -0
- data/spec/models/line_items_spec.rb +83 -0
- data/spec/models/location_spec.rb +83 -0
- data/spec/models/member_spec.rb +59 -0
- data/spec/models/merchant_category_code_spec.rb +65 -0
- data/spec/models/merchants_map_spec.rb +47 -0
- data/spec/models/model_asset_size_spec.rb +89 -0
- data/spec/models/model_comment_spec.rb +83 -0
- data/spec/models/model_holding_spec.rb +143 -0
- data/spec/models/model_holding_vo_spec.rb +59 -0
- data/spec/models/model_spec.rb +167 -0
- data/spec/models/model_transaction_spec.rb +95 -0
- data/spec/models/mx_merchant_res_spec.rb +77 -0
- data/spec/models/node_relationship_spec.rb +101 -0
- data/spec/models/node_spec.rb +83 -0
- data/spec/models/notification_client_spec.rb +107 -0
- data/spec/models/notification_setting_spec.rb +107 -0
- data/spec/models/notification_spec.rb +113 -0
- data/spec/models/order_bulk_spec.rb +101 -0
- data/spec/models/order_reconcile_request_spec.rb +65 -0
- data/spec/models/order_reconcile_return_object_spec.rb +65 -0
- data/spec/models/order_spec.rb +155 -0
- data/spec/models/order_status_spec.rb +77 -0
- data/spec/models/order_track_spec.rb +113 -0
- data/spec/models/order_vo_clone_spec.rb +113 -0
- data/spec/models/overflow_bank_link_map_spec.rb +53 -0
- data/spec/models/overflow_settings_spec.rb +95 -0
- data/spec/models/overflow_spec.rb +89 -0
- data/spec/models/overflow_vo_spec.rb +53 -0
- data/spec/models/ownership_spec.rb +65 -0
- data/spec/models/page_account_allocation_mapping_spec.rb +89 -0
- data/spec/models/page_account_permission_vo_spec.rb +89 -0
- data/spec/models/page_account_spec.rb +89 -0
- data/spec/models/page_account_status_spec.rb +89 -0
- data/spec/models/page_account_type_spec.rb +89 -0
- data/spec/models/page_admin_client_spec.rb +89 -0
- data/spec/models/page_aggregation_account_balance_spec.rb +89 -0
- data/spec/models/page_aggregation_account_holding_spec.rb +89 -0
- data/spec/models/page_aggregation_account_spec.rb +89 -0
- data/spec/models/page_aggregation_account_transaction_spec.rb +89 -0
- data/spec/models/page_allocation_composition_spec.rb +89 -0
- data/spec/models/page_allocation_spec.rb +89 -0
- data/spec/models/page_answer_spec.rb +89 -0
- data/spec/models/page_application_spec.rb +89 -0
- data/spec/models/page_audit_log_spec.rb +89 -0
- data/spec/models/page_bank_link_spec.rb +89 -0
- data/spec/models/page_benchmark_spec.rb +89 -0
- data/spec/models/page_budget_spec.rb +89 -0
- data/spec/models/page_business_spec.rb +89 -0
- data/spec/models/page_card_program_spec.rb +89 -0
- data/spec/models/page_card_spec.rb +89 -0
- data/spec/models/page_client_business_card_vo_spec.rb +89 -0
- data/spec/models/page_client_response_spec.rb +89 -0
- data/spec/models/page_client_spec.rb +89 -0
- data/spec/models/page_client_status_spec.rb +89 -0
- data/spec/models/page_contact_spec.rb +89 -0
- data/spec/models/page_customer_revenue_spec.rb +89 -0
- data/spec/models/page_decision_tree_spec.rb +89 -0
- data/spec/models/page_document_spec.rb +89 -0
- data/spec/models/page_external_account_transfer_spec.rb +89 -0
- data/spec/models/page_feature_spec.rb +89 -0
- data/spec/models/page_feature_track_spec.rb +89 -0
- data/spec/models/page_financial_statement_spec.rb +89 -0
- data/spec/models/page_funding_spec.rb +89 -0
- data/spec/models/page_funding_transaction_spec.rb +89 -0
- data/spec/models/page_goal_spec.rb +89 -0
- data/spec/models/page_goal_track_spec.rb +89 -0
- data/spec/models/page_household_spec.rb +89 -0
- data/spec/models/page_institution_spec.rb +89 -0
- data/spec/models/page_invoice_payment_spec.rb +89 -0
- data/spec/models/page_invoice_spec.rb +89 -0
- data/spec/models/page_model_asset_size_spec.rb +89 -0
- data/spec/models/page_model_comment_spec.rb +89 -0
- data/spec/models/page_model_holding_spec.rb +89 -0
- data/spec/models/page_model_spec.rb +89 -0
- data/spec/models/page_model_transaction_spec.rb +89 -0
- data/spec/models/page_mx_merchant_res_spec.rb +101 -0
- data/spec/models/page_node_relationship_spec.rb +89 -0
- data/spec/models/page_node_spec.rb +89 -0
- data/spec/models/page_notification_client_spec.rb +89 -0
- data/spec/models/page_notification_setting_spec.rb +89 -0
- data/spec/models/page_notification_spec.rb +89 -0
- data/spec/models/page_order_bulk_spec.rb +89 -0
- data/spec/models/page_order_spec.rb +89 -0
- data/spec/models/page_order_status_spec.rb +89 -0
- data/spec/models/page_order_track_spec.rb +89 -0
- data/spec/models/page_overflow_settings_spec.rb +89 -0
- data/spec/models/page_overflow_spec.rb +89 -0
- data/spec/models/page_portfolio_asset_size_log_spec.rb +89 -0
- data/spec/models/page_portfolio_comment_spec.rb +89 -0
- data/spec/models/page_portfolio_goal_spec.rb +89 -0
- data/spec/models/page_portfolio_holding_agg_spec.rb +89 -0
- data/spec/models/page_portfolio_holding_log_spec.rb +89 -0
- data/spec/models/page_portfolio_spec.rb +89 -0
- data/spec/models/page_portfolio_transaction_spec.rb +89 -0
- data/spec/models/page_question_spec.rb +89 -0
- data/spec/models/page_questionnaire_spec.rb +89 -0
- data/spec/models/page_reason_code_spec.rb +89 -0
- data/spec/models/page_risk_profile_spec.rb +89 -0
- data/spec/models/page_roundup_settings_spec.rb +89 -0
- data/spec/models/page_roundup_spec.rb +89 -0
- data/spec/models/page_score_spec.rb +89 -0
- data/spec/models/page_security_exclusion_spec.rb +89 -0
- data/spec/models/page_security_price_spec.rb +89 -0
- data/spec/models/page_security_spec.rb +89 -0
- data/spec/models/page_spending_control_spec.rb +89 -0
- data/spec/models/page_stage_spec.rb +89 -0
- data/spec/models/page_transaction_code_spec.rb +89 -0
- data/spec/models/page_webhook_spec.rb +89 -0
- data/spec/models/pageable_spec.rb +71 -0
- data/spec/models/permission_vo_spec.rb +51 -0
- data/spec/models/portfolio_asset_size_log_spec.rb +113 -0
- data/spec/models/portfolio_comment_spec.rb +89 -0
- data/spec/models/portfolio_goal_map_spec.rb +47 -0
- data/spec/models/portfolio_goal_spec.rb +77 -0
- data/spec/models/portfolio_holding_agg_spec.rb +77 -0
- data/spec/models/portfolio_holding_log_spec.rb +119 -0
- data/spec/models/portfolio_spec.rb +125 -0
- data/spec/models/portfolio_transaction_spec.rb +239 -0
- data/spec/models/question_spec.rb +149 -0
- data/spec/models/questionnaire_spec.rb +101 -0
- data/spec/models/reason_code_spec.rb +95 -0
- data/spec/models/risk_profile_spec.rb +101 -0
- data/spec/models/roundup_co_spec.rb +65 -0
- data/spec/models/roundup_settings_spec.rb +119 -0
- data/spec/models/roundup_spec.rb +83 -0
- data/spec/models/score_spec.rb +135 -0
- data/spec/models/securities_composition_spec.rb +59 -0
- data/spec/models/securities_country_spec.rb +47 -0
- data/spec/models/security_composition_vo_spec.rb +119 -0
- data/spec/models/security_country_vo_spec.rb +47 -0
- data/spec/models/security_exclusion_spec.rb +101 -0
- data/spec/models/security_price_spec.rb +113 -0
- data/spec/models/security_spec.rb +185 -0
- data/spec/models/sort_spec.rb +71 -0
- data/spec/models/spending_control_spec.rb +125 -0
- data/spec/models/stage_spec.rb +137 -0
- data/spec/models/stat_spec.rb +47 -0
- data/spec/models/state_spec.rb +53 -0
- data/spec/models/statistic_resource_vo_spec.rb +59 -0
- data/spec/models/token_date_request_spec.rb +71 -0
- data/spec/models/transaction_code_spec.rb +119 -0
- data/spec/models/v_account_vo_spec.rb +71 -0
- data/spec/models/v_client_goal_view_data_spec.rb +71 -0
- data/spec/models/v_portfolio_vo_spec.rb +59 -0
- data/spec/models/webhook_spec.rb +87 -0
- data/spec/spec_helper.rb +111 -0
- metadata +1059 -0
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=begin
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#Hydrogen Nucleus API
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#The Hydrogen Nucleus API
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OpenAPI spec version: 1.9.2
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Contact: info@hydrogenplatform.com
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Generated by: https://github.com/swagger-api/swagger-codegen.git
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Swagger Codegen version: 2.4.19
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=end
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require 'uri'
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module NucleusApi
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class PortfolioApi
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attr_accessor :api_client
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def initialize(api_client = ApiClient.default)
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@api_client = api_client
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end
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# Create a portfolio asset size
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# Create a new asset size record for a portfolio.
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# @param portfolio_asset_size_log_request portfolioAssetSizeLogRequest
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# @param [Hash] opts the optional parameters
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# @return [PortfolioAssetSizeLog]
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def create_portfolio_asset_size_using_post(portfolio_asset_size_log_request, opts = {})
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data, _status_code, _headers = create_portfolio_asset_size_using_post_with_http_info(portfolio_asset_size_log_request, opts)
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data
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end
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# Create a portfolio asset size
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# Create a new asset size record for a portfolio.
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# @param portfolio_asset_size_log_request portfolioAssetSizeLogRequest
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# @param [Hash] opts the optional parameters
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# @return [Array<(PortfolioAssetSizeLog, Fixnum, Hash)>] PortfolioAssetSizeLog data, response status code and response headers
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def create_portfolio_asset_size_using_post_with_http_info(portfolio_asset_size_log_request, opts = {})
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if @api_client.config.debugging
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@api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_asset_size_using_post ...'
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end
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# verify the required parameter 'portfolio_asset_size_log_request' is set
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if @api_client.config.client_side_validation && portfolio_asset_size_log_request.nil?
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fail ArgumentError, "Missing the required parameter 'portfolio_asset_size_log_request' when calling PortfolioApi.create_portfolio_asset_size_using_post"
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end
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# resource path
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local_var_path = '/nucleus/v1/portfolio_asset_size'
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# query parameters
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query_params = {}
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# header parameters
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header_params = {}
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# HTTP header 'Accept' (if needed)
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header_params['Accept'] = @api_client.select_header_accept(['*/*'])
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# HTTP header 'Content-Type'
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header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
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# form parameters
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form_params = {}
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# http body (model)
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post_body = @api_client.object_to_http_body(portfolio_asset_size_log_request)
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auth_names = ['oauth2']
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data, status_code, headers = @api_client.call_api(:POST, local_var_path,
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:header_params => header_params,
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:query_params => query_params,
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:form_params => form_params,
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:body => post_body,
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:auth_names => auth_names,
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:return_type => 'PortfolioAssetSizeLog')
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if @api_client.config.debugging
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@api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_asset_size_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
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end
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return data, status_code, headers
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end
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# Create a portfolio commentary
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# Create a new comment for a portfolio defined for your firm.
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# @param portfolio_comment portfolioComment
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# @param [Hash] opts the optional parameters
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# @return [PortfolioComment]
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def create_portfolio_comment_using_post(portfolio_comment, opts = {})
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data, _status_code, _headers = create_portfolio_comment_using_post_with_http_info(portfolio_comment, opts)
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data
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end
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# Create a portfolio commentary
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# Create a new comment for a portfolio defined for your firm.
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# @param portfolio_comment portfolioComment
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# @param [Hash] opts the optional parameters
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# @return [Array<(PortfolioComment, Fixnum, Hash)>] PortfolioComment data, response status code and response headers
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def create_portfolio_comment_using_post_with_http_info(portfolio_comment, opts = {})
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if @api_client.config.debugging
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@api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_comment_using_post ...'
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end
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# verify the required parameter 'portfolio_comment' is set
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if @api_client.config.client_side_validation && portfolio_comment.nil?
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fail ArgumentError, "Missing the required parameter 'portfolio_comment' when calling PortfolioApi.create_portfolio_comment_using_post"
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end
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# resource path
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local_var_path = '/nucleus/v1/portfolio_comment'
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# query parameters
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query_params = {}
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# header parameters
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header_params = {}
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# HTTP header 'Accept' (if needed)
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header_params['Accept'] = @api_client.select_header_accept(['*/*'])
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# HTTP header 'Content-Type'
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header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
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# form parameters
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form_params = {}
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# http body (model)
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post_body = @api_client.object_to_http_body(portfolio_comment)
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auth_names = ['oauth2']
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data, status_code, headers = @api_client.call_api(:POST, local_var_path,
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:header_params => header_params,
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:query_params => query_params,
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:form_params => form_params,
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:body => post_body,
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:auth_names => auth_names,
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:return_type => 'PortfolioComment')
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if @api_client.config.debugging
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@api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_comment_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
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end
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return data, status_code, headers
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end
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# Create an portfolio goal
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# Create an portfolio goal.
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# @param portfolio_goal portfolioGoal
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# @param [Hash] opts the optional parameters
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# @return [PortfolioGoal]
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def create_portfolio_goal_using_post(portfolio_goal, opts = {})
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data, _status_code, _headers = create_portfolio_goal_using_post_with_http_info(portfolio_goal, opts)
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data
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end
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# Create an portfolio goal
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# Create an portfolio goal.
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# @param portfolio_goal portfolioGoal
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# @param [Hash] opts the optional parameters
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# @return [Array<(PortfolioGoal, Fixnum, Hash)>] PortfolioGoal data, response status code and response headers
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def create_portfolio_goal_using_post_with_http_info(portfolio_goal, opts = {})
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if @api_client.config.debugging
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@api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_goal_using_post ...'
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end
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# verify the required parameter 'portfolio_goal' is set
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if @api_client.config.client_side_validation && portfolio_goal.nil?
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fail ArgumentError, "Missing the required parameter 'portfolio_goal' when calling PortfolioApi.create_portfolio_goal_using_post"
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end
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# resource path
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local_var_path = '/nucleus/v1/portfolio_goal'
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# query parameters
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query_params = {}
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# header parameters
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header_params = {}
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# HTTP header 'Accept' (if needed)
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+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
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|
+
# HTTP header 'Content-Type'
|
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|
+
header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
|
165
|
+
|
166
|
+
# form parameters
|
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|
+
form_params = {}
|
168
|
+
|
169
|
+
# http body (model)
|
170
|
+
post_body = @api_client.object_to_http_body(portfolio_goal)
|
171
|
+
auth_names = ['oauth2']
|
172
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+
data, status_code, headers = @api_client.call_api(:POST, local_var_path,
|
173
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+
:header_params => header_params,
|
174
|
+
:query_params => query_params,
|
175
|
+
:form_params => form_params,
|
176
|
+
:body => post_body,
|
177
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+
:auth_names => auth_names,
|
178
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+
:return_type => 'PortfolioGoal')
|
179
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+
if @api_client.config.debugging
|
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|
+
@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
|