hydrogen-nucleus-api 1.9.2

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