moneykit 0.1.1 → 0.1.3
Sign up to get free protection for your applications and to get access to all the features.
- checksums.yaml +4 -4
- data/Gemfile.lock +1 -1
- data/README.md +1 -1
- data/docs/AccessTokenApi.md +10 -22
- data/docs/AccountNumbersApi.md +4 -8
- data/docs/AccountNumbersLinkProduct.md +4 -0
- data/docs/AccountNumbersProductSettings.md +1 -3
- data/docs/AccountsApi.md +10 -22
- data/docs/AccountsLinkProduct.md +5 -1
- data/docs/Body.md +1 -1
- data/docs/GetHoldingsResponse.md +24 -0
- data/docs/GetInvestmentTransactionsResponse.md +30 -0
- data/docs/HoldingResponse.md +30 -0
- data/docs/IdentityApi.md +1 -3
- data/docs/IdentityLinkProduct.md +4 -0
- data/docs/IdentityProductSettings.md +1 -3
- data/docs/InstitutionsApi.md +5 -11
- data/docs/InvestmentTransactionResponse.md +40 -0
- data/docs/InvestmentsApi.md +163 -0
- data/docs/InvestmentsLinkProduct.md +26 -0
- data/docs/InvestmentsProductSettings.md +1 -3
- data/docs/LinkCommon.md +3 -1
- data/docs/LinkError.md +15 -0
- data/docs/LinkProductFailureReasons.md +15 -0
- data/docs/LinkProducts.md +3 -1
- data/docs/LinkResponse.md +3 -1
- data/docs/LinkSessionApi.md +8 -16
- data/docs/LinkStateChangedWebhook.md +1 -1
- data/docs/LinksApi.md +20 -40
- data/docs/MoneyKitConnectFeatures.md +1 -1
- data/docs/ProductsApi.md +4 -8
- data/docs/Response401GetHoldingsLinksIdInvestmentsHoldingsGet.md +22 -0
- data/docs/Response401GetInvestmentTransactionsLinksIdInvestmentsTransactionsGet.md +22 -0
- data/docs/Response401GetTransactions.md +22 -0
- data/docs/Response401GetUserTransactions.md +22 -0
- data/docs/ResponseHandleLinkWebhookEventRequestBodyWebhookPost.md +1 -1
- data/docs/SecurityResponse.md +34 -0
- data/docs/TransactionSyncResponse.md +1 -1
- data/docs/TransactionsApi.md +5 -11
- data/docs/TransactionsLinkProduct.md +4 -0
- data/docs/TransactionsProductSettings.md +0 -2
- data/docs/UsersApi.md +6 -14
- data/docs/WebhooksApi.md +4 -8
- data/lib/moneykit/api/access_token_api.rb +1 -10
- data/lib/moneykit/api/account_numbers_api.rb +1 -4
- data/lib/moneykit/api/accounts_api.rb +1 -13
- data/lib/moneykit/api/identity_api.rb +1 -4
- data/lib/moneykit/api/institutions_api.rb +1 -7
- data/lib/moneykit/api/investments_api.rb +178 -0
- data/lib/moneykit/api/link_session_api.rb +1 -7
- data/lib/moneykit/api/links_api.rb +1 -16
- data/lib/moneykit/api/products_api.rb +1 -4
- data/lib/moneykit/api/transactions_api.rb +5 -14
- data/lib/moneykit/api/users_api.rb +1 -10
- data/lib/moneykit/api/webhooks_api.rb +1 -4
- data/lib/moneykit/api_client.rb +1 -1
- data/lib/moneykit/api_error.rb +1 -1
- data/lib/moneykit/configuration.rb +1 -1
- data/lib/moneykit/models/account.rb +1 -1
- data/lib/moneykit/models/account_balances.rb +1 -1
- data/lib/moneykit/models/account_group.rb +1 -1
- data/lib/moneykit/models/account_identity.rb +1 -1
- data/lib/moneykit/models/account_numbers.rb +1 -1
- data/lib/moneykit/models/account_numbers_link_product.rb +43 -2
- data/lib/moneykit/models/account_numbers_product_settings.rb +5 -36
- data/lib/moneykit/models/account_with_account_numbers.rb +1 -1
- data/lib/moneykit/models/accounts_link_product.rb +46 -5
- data/lib/moneykit/models/ach_number.rb +1 -1
- data/lib/moneykit/models/address.rb +1 -1
- data/lib/moneykit/models/api_error_auth_expired_access_token_response.rb +1 -1
- data/lib/moneykit/models/api_error_auth_unauthorized_response.rb +1 -1
- data/lib/moneykit/models/api_error_rate_limit_exceeded_response.rb +1 -1
- data/lib/moneykit/models/bacs_number.rb +1 -1
- data/lib/moneykit/models/basic_account_details.rb +1 -1
- data/lib/moneykit/models/body.rb +1 -1
- data/lib/moneykit/models/country.rb +1 -1
- data/lib/moneykit/models/create_link_session_request.rb +1 -1
- data/lib/moneykit/models/create_link_session_response.rb +1 -1
- data/lib/moneykit/models/currency.rb +1 -1
- data/lib/moneykit/models/cursor_pagination.rb +1 -1
- data/lib/moneykit/models/customer_app.rb +1 -1
- data/lib/moneykit/models/eft_number.rb +1 -1
- data/lib/moneykit/models/email.rb +1 -1
- data/lib/moneykit/models/exchange_token_request.rb +1 -1
- data/lib/moneykit/models/exchange_token_response.rb +1 -1
- data/lib/moneykit/models/generate_access_token_response.rb +1 -1
- data/lib/moneykit/models/get_account_numbers_response.rb +1 -1
- data/lib/moneykit/models/get_account_response.rb +1 -1
- data/lib/moneykit/models/get_accounts_response.rb +1 -1
- data/lib/moneykit/models/get_holdings_response.rb +273 -0
- data/lib/moneykit/models/get_institutions_response.rb +1 -1
- data/lib/moneykit/models/get_investment_transactions_response.rb +324 -0
- data/lib/moneykit/models/get_transactions_response.rb +1 -1
- data/lib/moneykit/models/get_user_accounts_response.rb +1 -1
- data/lib/moneykit/models/get_user_links_response.rb +1 -1
- data/lib/moneykit/models/get_user_transactions_response.rb +1 -1
- data/lib/moneykit/models/holding_response.rb +294 -0
- data/lib/moneykit/models/http_validation_error.rb +1 -1
- data/lib/moneykit/models/identity_link_product.rb +43 -2
- data/lib/moneykit/models/identity_product_settings.rb +5 -36
- data/lib/moneykit/models/identity_response.rb +1 -1
- data/lib/moneykit/models/institution.rb +1 -1
- data/lib/moneykit/models/institution_error_not_found_response.rb +1 -1
- data/lib/moneykit/models/international_number.rb +1 -1
- data/lib/moneykit/models/introspect_client_response.rb +1 -1
- data/lib/moneykit/models/investment_transaction_response.rb +365 -0
- data/lib/moneykit/models/investments_link_product.rb +280 -0
- data/lib/moneykit/models/investments_product_settings.rb +5 -36
- data/lib/moneykit/models/jwk_set.rb +1 -1
- data/lib/moneykit/models/link_common.rb +20 -3
- data/lib/moneykit/models/link_error.rb +44 -0
- data/lib/moneykit/models/link_error_bad_config_response.rb +1 -1
- data/lib/moneykit/models/link_error_bad_state_response.rb +1 -1
- data/lib/moneykit/models/link_error_deleted_response.rb +1 -1
- data/lib/moneykit/models/link_error_forbidden_action_response.rb +1 -1
- data/lib/moneykit/models/link_error_not_found_response.rb +1 -1
- data/lib/moneykit/models/link_error_unauthorized_access_response.rb +1 -1
- data/lib/moneykit/models/link_permission_scope.rb +1 -1
- data/lib/moneykit/models/link_permissions.rb +1 -1
- data/lib/moneykit/models/link_product_failure_reasons.rb +44 -0
- data/lib/moneykit/models/link_product_refresh_webhook.rb +1 -1
- data/lib/moneykit/models/link_product_state.rb +1 -1
- data/lib/moneykit/models/link_products.rb +14 -5
- data/lib/moneykit/models/link_response.rb +20 -3
- data/lib/moneykit/models/link_session_customer_user.rb +1 -1
- data/lib/moneykit/models/link_session_customer_user_email.rb +1 -1
- data/lib/moneykit/models/link_session_customer_user_phone.rb +1 -1
- data/lib/moneykit/models/link_session_error_forbidden_config_response.rb +1 -1
- data/lib/moneykit/models/link_session_error_invalid_token_exchange.rb +1 -1
- data/lib/moneykit/models/link_session_setting_overrides.rb +1 -1
- data/lib/moneykit/models/link_state.rb +1 -1
- data/lib/moneykit/models/link_state_changed_webhook.rb +2 -2
- data/lib/moneykit/models/money_kit_connect_features.rb +2 -2
- data/lib/moneykit/models/owner.rb +1 -1
- data/lib/moneykit/models/phone_number.rb +1 -1
- data/lib/moneykit/models/phone_number_type.rb +1 -1
- data/lib/moneykit/models/product.rb +1 -1
- data/lib/moneykit/models/products_settings.rb +1 -1
- data/lib/moneykit/models/provider.rb +1 -1
- data/lib/moneykit/models/refresh_products_request.rb +1 -1
- data/lib/moneykit/models/requested_link_permission.rb +1 -1
- data/lib/moneykit/models/response401_disconnect_links_id_delete.rb +1 -1
- data/lib/moneykit/models/response401_exchange_token_link_session_exchange_token_post.rb +1 -1
- data/lib/moneykit/models/response401_get_account_links_id_accounts_account_id_get.rb +1 -1
- data/lib/moneykit/models/response401_get_account_numbers_links_id_accounts_numbers_get.rb +1 -1
- data/lib/moneykit/models/response401_get_accounts_links_id_accounts_get.rb +1 -1
- data/lib/moneykit/models/response401_get_holdings_links_id_investments_holdings_get.rb +104 -0
- data/lib/moneykit/models/response401_get_identities_links_id_identity_get.rb +1 -1
- data/lib/moneykit/models/response401_get_institution_institutions_institution_id_get.rb +1 -1
- data/lib/moneykit/models/response401_get_institutions_institutions_get.rb +1 -1
- data/lib/moneykit/models/response401_get_investment_transactions_links_id_investments_transactions_get.rb +104 -0
- data/lib/moneykit/models/response401_get_link_links_id_get.rb +1 -1
- data/lib/moneykit/models/response401_get_transactions.rb +104 -0
- data/lib/moneykit/models/response401_get_transactions_diff_links_id_transactions_sync_get.rb +1 -1
- data/lib/moneykit/models/response401_get_user_accounts_users_id_accounts_get.rb +1 -1
- data/lib/moneykit/models/response401_get_user_links_users_id_links_get.rb +1 -1
- data/lib/moneykit/models/response401_get_user_transactions.rb +103 -0
- data/lib/moneykit/models/response401_get_well_known_jwks_well_known_jwks_json_get.rb +1 -1
- data/lib/moneykit/models/response401_instrospect_client_auth_introspect_get.rb +1 -1
- data/lib/moneykit/models/response401_refresh_products_links_id_products_post.rb +1 -1
- data/lib/moneykit/models/response401_reset_login_links_id_reset_post.rb +1 -1
- data/lib/moneykit/models/response401_trigger_test_link_webhook_event_webhooks_test_link_id_post.rb +1 -1
- data/lib/moneykit/models/response401_update_link_links_id_patch.rb +1 -1
- data/lib/moneykit/models/response_handle_link_webhook_event_request_body_webhook_post.rb +1 -1
- data/lib/moneykit/models/security_response.rb +321 -0
- data/lib/moneykit/models/transaction.rb +1 -1
- data/lib/moneykit/models/transaction_diff.rb +1 -1
- data/lib/moneykit/models/transaction_sync_response.rb +2 -2
- data/lib/moneykit/models/transaction_type.rb +1 -1
- data/lib/moneykit/models/transaction_type_filter.rb +1 -1
- data/lib/moneykit/models/transaction_updates_available_webhook.rb +1 -1
- data/lib/moneykit/models/transactions_link_product.rb +43 -2
- data/lib/moneykit/models/transactions_product_settings.rb +2 -33
- data/lib/moneykit/models/update_link_request.rb +1 -1
- data/lib/moneykit/models/validation_error.rb +1 -1
- data/lib/moneykit/models/validation_error_location_inner.rb +1 -1
- data/lib/moneykit/models/webhook_link_test_event.rb +1 -1
- data/lib/moneykit/models/webhook_test_link_request.rb +1 -1
- data/lib/moneykit/models/webhook_test_link_response.rb +1 -1
- data/lib/moneykit/version.rb +2 -2
- data/lib/moneykit.rb +14 -4
- data/moneykit.gemspec +1 -1
- data/spec/api/investments_api_spec.rb +65 -0
- data/spec/api_client_spec.rb +1 -1
- data/spec/configuration_spec.rb +1 -1
- data/spec/models/get_holdings_response_spec.rb +54 -0
- data/spec/models/get_investment_transactions_response_spec.rb +72 -0
- data/spec/models/holding_response_spec.rb +72 -0
- data/spec/models/investment_transaction_response_spec.rb +102 -0
- data/spec/models/investments_link_product_spec.rb +60 -0
- data/spec/models/link_error_spec.rb +30 -0
- data/spec/models/link_product_failure_reasons_spec.rb +30 -0
- data/spec/models/response401_get_holdings_links_id_investments_holdings_get_spec.rb +21 -0
- data/spec/models/response401_get_investment_transactions_links_id_investments_transactions_get_spec.rb +21 -0
- data/spec/models/response401_get_transactions_spec.rb +21 -0
- data/spec/models/response401_get_user_transactions_spec.rb +21 -0
- data/spec/models/security_response_spec.rb +84 -0
- data/spec/spec_helper.rb +1 -1
- data/vendor/bundle/ruby/3.2.0/extensions/x86_64-linux/3.2.0/byebug-11.1.3/gem_make.out +5 -5
- data/vendor/bundle/ruby/3.2.0/extensions/x86_64-linux/3.2.0/jaro_winkler-1.5.6/gem_make.out +5 -5
- data/vendor/bundle/ruby/3.2.0/extensions/x86_64-linux/3.2.0/psych-5.1.1.1/gem_make.out +5 -5
- data/vendor/bundle/ruby/3.2.0/extensions/x86_64-linux/3.2.0/racc-1.7.3/gem_make.out +5 -5
- data/vendor/bundle/ruby/3.2.0/extensions/x86_64-linux/3.2.0/stringio-3.1.0/gem_make.out +5 -5
- metadata +153 -101
checksums.yaml
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---
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SHA256:
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metadata.gz:
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data.tar.gz:
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metadata.gz: a22c2a494c76668563227b34d3e8cec426fd5e38d300aeb286ba4921c9ccde5d
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data.tar.gz: e69d6adea8dc1d14616b976b176c4085f5e565e104d4912f19058c8f309a0e29
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SHA512:
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metadata.gz:
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data.tar.gz:
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metadata.gz: af5d0cfc48c84465d167bd854f893c09a8ca30e02d3539ccaaebf35c1bd16142d3cabd97fa80d9d9470c864de1497eb1269556ab6b57297981621c09b8fcf599
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data.tar.gz: 65aaee9e75144a8a1fae50d87710b62efb67db6b67095987c3bdaa70319814adfb1b22eda3a90994ebb781775c494f7fe65c65afcc4ad91e79d62b57ca92f4bf
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data/Gemfile.lock
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data/README.md
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data/docs/AccessTokenApi.md
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api_instance = MoneyKit::AccessTokenApi.new
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opts = {
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moneykit_version: 'moneykit_version_example', # String |
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grant_type: 'grant_type_example', # String | Token grant type. Only `client_credentials` supported.
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scope: 'scope_example', # String | Actions to be allowed for this token, given as one or more strings separated by spaces. If omitted, all actions allowed for your application will be granted to this token.
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client_id: 'client_id_example', # String | Your application's MoneyKit client ID.
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| Name | Type | Description | Notes |
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| ---- | ---- | ----------- | ----- |
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| **moneykit_version** | **String** | | [optional][default to '2023-02-18'] |
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| **grant_type** | **String** | Token grant type. Only `client_credentials` supported. | [optional] |
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| **scope** | **String** | Actions to be allowed for this token, given as one or more strings separated by spaces. If omitted, all actions allowed for your application will be granted to this token. | [optional][default to ''] |
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| **client_id** | **String** | Your application's MoneyKit client ID. | [optional] |
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## get_well_known_jwks
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> <JWKSet> get_well_known_jwks
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> <JWKSet> get_well_known_jwks
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JSON Web Key Set
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end
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api_instance = MoneyKit::AccessTokenApi.new
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opts = {
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moneykit_version: 'moneykit_version_example' # String |
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}
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begin
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# JSON Web Key Set
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result = api_instance.get_well_known_jwks
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result = api_instance.get_well_known_jwks
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p result
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rescue MoneyKit::ApiError => e
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puts "Error when calling AccessTokenApi->get_well_known_jwks: #{e}"
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This returns an Array which contains the response data, status code and headers.
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> <Array(<JWKSet>, Integer, Hash)> get_well_known_jwks_with_http_info
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> <Array(<JWKSet>, Integer, Hash)> get_well_known_jwks_with_http_info
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```ruby
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begin
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# JSON Web Key Set
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data, status_code, headers = api_instance.get_well_known_jwks_with_http_info
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data, status_code, headers = api_instance.get_well_known_jwks_with_http_info
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p status_code # => 2xx
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p headers # => { ... }
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p data # => <JWKSet>
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### Parameters
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-
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| ---- | ---- | ----------- | ----- |
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| **moneykit_version** | **String** | | [optional][default to '2023-02-18'] |
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This endpoint does not need any parameter.
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### Return type
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## instrospect_client
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> <IntrospectClientResponse> instrospect_client
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> <IntrospectClientResponse> instrospect_client
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/auth/introspect
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end
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api_instance = MoneyKit::AccessTokenApi.new
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opts = {
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moneykit_version: 'moneykit_version_example' # String |
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}
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begin
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# /auth/introspect
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result = api_instance.instrospect_client
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result = api_instance.instrospect_client
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p result
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rescue MoneyKit::ApiError => e
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puts "Error when calling AccessTokenApi->instrospect_client: #{e}"
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This returns an Array which contains the response data, status code and headers.
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> <Array(<IntrospectClientResponse>, Integer, Hash)> instrospect_client_with_http_info
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> <Array(<IntrospectClientResponse>, Integer, Hash)> instrospect_client_with_http_info
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```ruby
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begin
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# /auth/introspect
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data, status_code, headers = api_instance.instrospect_client_with_http_info
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data, status_code, headers = api_instance.instrospect_client_with_http_info
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p status_code # => 2xx
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p headers # => { ... }
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p data # => <IntrospectClientResponse>
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### Parameters
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| ---- | ---- | ----------- | ----- |
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| **moneykit_version** | **String** | | [optional][default to '2023-02-18'] |
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This endpoint does not need any parameter.
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### Return type
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data/docs/AccountNumbersApi.md
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## get_account_numbers
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> <GetAccountNumbersResponse> get_account_numbers(id
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> <GetAccountNumbersResponse> get_account_numbers(id)
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/links/{id}/accounts/numbers
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29
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api_instance = MoneyKit::AccountNumbersApi.new
|
30
30
|
id = 'mk_eqkWN34UEoa2NxyALG8pcV' # String | The unique ID for this link.
|
31
|
-
opts = {
|
32
|
-
moneykit_version: 'moneykit_version_example' # String |
|
33
|
-
}
|
34
31
|
|
35
32
|
begin
|
36
33
|
# /links/{id}/accounts/numbers
|
37
|
-
result = api_instance.get_account_numbers(id
|
34
|
+
result = api_instance.get_account_numbers(id)
|
38
35
|
p result
|
39
36
|
rescue MoneyKit::ApiError => e
|
40
37
|
puts "Error when calling AccountNumbersApi->get_account_numbers: #{e}"
|
@@ -45,12 +42,12 @@ end
|
|
45
42
|
|
46
43
|
This returns an Array which contains the response data, status code and headers.
|
47
44
|
|
48
|
-
> <Array(<GetAccountNumbersResponse>, Integer, Hash)> get_account_numbers_with_http_info(id
|
45
|
+
> <Array(<GetAccountNumbersResponse>, Integer, Hash)> get_account_numbers_with_http_info(id)
|
49
46
|
|
50
47
|
```ruby
|
51
48
|
begin
|
52
49
|
# /links/{id}/accounts/numbers
|
53
|
-
data, status_code, headers = api_instance.get_account_numbers_with_http_info(id
|
50
|
+
data, status_code, headers = api_instance.get_account_numbers_with_http_info(id)
|
54
51
|
p status_code # => 2xx
|
55
52
|
p headers # => { ... }
|
56
53
|
p data # => <GetAccountNumbersResponse>
|
@@ -64,7 +61,6 @@ end
|
|
64
61
|
| Name | Type | Description | Notes |
|
65
62
|
| ---- | ---- | ----------- | ----- |
|
66
63
|
| **id** | **String** | The unique ID for this link. | |
|
67
|
-
| **moneykit_version** | **String** | | [optional][default to '2023-02-18'] |
|
68
64
|
|
69
65
|
### Return type
|
70
66
|
|
@@ -6,6 +6,8 @@
|
|
6
6
|
| ---- | ---- | ----------- | ----- |
|
7
7
|
| **refreshed_at** | **Time** | An ISO-8601 timestamp indicating the last time that the product was updated. | [optional] |
|
8
8
|
| **last_attempted_at** | **Time** | An ISO-8601 timestamp indicating the last time that the product was attempted. | [optional] |
|
9
|
+
| **error_code** | [**LinkProductFailureReasons**](LinkProductFailureReasons.md) | | [optional] |
|
10
|
+
| **error_message** | **String** | The error message, if the last attempt to refresh the product failed. | [optional] |
|
9
11
|
| **settings** | [**AccountNumbersProductSettings**](AccountNumbersProductSettings.md) | | |
|
10
12
|
|
11
13
|
## Example
|
@@ -16,6 +18,8 @@ require 'moneykit'
|
|
16
18
|
instance = MoneyKit::AccountNumbersLinkProduct.new(
|
17
19
|
refreshed_at: 2023-02-16T09:14:11,
|
18
20
|
last_attempted_at: 2023-02-16T09:14:11,
|
21
|
+
error_code: null,
|
22
|
+
error_message: null,
|
19
23
|
settings: null
|
20
24
|
)
|
21
25
|
```
|
@@ -6,7 +6,6 @@
|
|
6
6
|
| ---- | ---- | ----------- | ----- |
|
7
7
|
| **required** | **Boolean** | If true, only institutions supporting this product will be available. | [optional][default to false] |
|
8
8
|
| **prefetch** | **Boolean** | If true, the data will be available as soon as possible after linking, even if `required` is false. If false, the data will be available after the first manual data refresh. | [optional][default to false] |
|
9
|
-
| **product** | [**Product**](Product.md) | | [optional] |
|
10
9
|
|
11
10
|
## Example
|
12
11
|
|
@@ -15,8 +14,7 @@ require 'moneykit'
|
|
15
14
|
|
16
15
|
instance = MoneyKit::AccountNumbersProductSettings.new(
|
17
16
|
required: null,
|
18
|
-
prefetch: null
|
19
|
-
product: null
|
17
|
+
prefetch: null
|
20
18
|
)
|
21
19
|
```
|
22
20
|
|
data/docs/AccountsApi.md
CHANGED
@@ -12,7 +12,7 @@ All URIs are relative to *https://api.moneykit.com*
|
|
12
12
|
|
13
13
|
## get_account
|
14
14
|
|
15
|
-
> <GetAccountResponse> get_account(id, account_id
|
15
|
+
> <GetAccountResponse> get_account(id, account_id)
|
16
16
|
|
17
17
|
/links/{id}/accounts/{account_id}
|
18
18
|
|
@@ -32,13 +32,10 @@ end
|
|
32
32
|
api_instance = MoneyKit::AccountsApi.new
|
33
33
|
id = 'mk_eqkWN34UEoa2NxyALG8pcV' # String | The unique ID for this link.
|
34
34
|
account_id = 'acc_6Tef269B6ZArSVpYrxtjBV' # String | The account ID to fetch.
|
35
|
-
opts = {
|
36
|
-
moneykit_version: 'moneykit_version_example' # String |
|
37
|
-
}
|
38
35
|
|
39
36
|
begin
|
40
37
|
# /links/{id}/accounts/{account_id}
|
41
|
-
result = api_instance.get_account(id, account_id
|
38
|
+
result = api_instance.get_account(id, account_id)
|
42
39
|
p result
|
43
40
|
rescue MoneyKit::ApiError => e
|
44
41
|
puts "Error when calling AccountsApi->get_account: #{e}"
|
@@ -49,12 +46,12 @@ end
|
|
49
46
|
|
50
47
|
This returns an Array which contains the response data, status code and headers.
|
51
48
|
|
52
|
-
> <Array(<GetAccountResponse>, Integer, Hash)> get_account_with_http_info(id, account_id
|
49
|
+
> <Array(<GetAccountResponse>, Integer, Hash)> get_account_with_http_info(id, account_id)
|
53
50
|
|
54
51
|
```ruby
|
55
52
|
begin
|
56
53
|
# /links/{id}/accounts/{account_id}
|
57
|
-
data, status_code, headers = api_instance.get_account_with_http_info(id, account_id
|
54
|
+
data, status_code, headers = api_instance.get_account_with_http_info(id, account_id)
|
58
55
|
p status_code # => 2xx
|
59
56
|
p headers # => { ... }
|
60
57
|
p data # => <GetAccountResponse>
|
@@ -69,7 +66,6 @@ end
|
|
69
66
|
| ---- | ---- | ----------- | ----- |
|
70
67
|
| **id** | **String** | The unique ID for this link. | |
|
71
68
|
| **account_id** | **String** | The account ID to fetch. | |
|
72
|
-
| **moneykit_version** | **String** | | [optional][default to '2023-02-18'] |
|
73
69
|
|
74
70
|
### Return type
|
75
71
|
|
@@ -87,7 +83,7 @@ end
|
|
87
83
|
|
88
84
|
## get_account_numbers
|
89
85
|
|
90
|
-
> <GetAccountNumbersResponse> get_account_numbers(id
|
86
|
+
> <GetAccountNumbersResponse> get_account_numbers(id)
|
91
87
|
|
92
88
|
/links/{id}/accounts/numbers
|
93
89
|
|
@@ -106,13 +102,10 @@ end
|
|
106
102
|
|
107
103
|
api_instance = MoneyKit::AccountsApi.new
|
108
104
|
id = 'mk_eqkWN34UEoa2NxyALG8pcV' # String | The unique ID for this link.
|
109
|
-
opts = {
|
110
|
-
moneykit_version: 'moneykit_version_example' # String |
|
111
|
-
}
|
112
105
|
|
113
106
|
begin
|
114
107
|
# /links/{id}/accounts/numbers
|
115
|
-
result = api_instance.get_account_numbers(id
|
108
|
+
result = api_instance.get_account_numbers(id)
|
116
109
|
p result
|
117
110
|
rescue MoneyKit::ApiError => e
|
118
111
|
puts "Error when calling AccountsApi->get_account_numbers: #{e}"
|
@@ -123,12 +116,12 @@ end
|
|
123
116
|
|
124
117
|
This returns an Array which contains the response data, status code and headers.
|
125
118
|
|
126
|
-
> <Array(<GetAccountNumbersResponse>, Integer, Hash)> get_account_numbers_with_http_info(id
|
119
|
+
> <Array(<GetAccountNumbersResponse>, Integer, Hash)> get_account_numbers_with_http_info(id)
|
127
120
|
|
128
121
|
```ruby
|
129
122
|
begin
|
130
123
|
# /links/{id}/accounts/numbers
|
131
|
-
data, status_code, headers = api_instance.get_account_numbers_with_http_info(id
|
124
|
+
data, status_code, headers = api_instance.get_account_numbers_with_http_info(id)
|
132
125
|
p status_code # => 2xx
|
133
126
|
p headers # => { ... }
|
134
127
|
p data # => <GetAccountNumbersResponse>
|
@@ -142,7 +135,6 @@ end
|
|
142
135
|
| Name | Type | Description | Notes |
|
143
136
|
| ---- | ---- | ----------- | ----- |
|
144
137
|
| **id** | **String** | The unique ID for this link. | |
|
145
|
-
| **moneykit_version** | **String** | | [optional][default to '2023-02-18'] |
|
146
138
|
|
147
139
|
### Return type
|
148
140
|
|
@@ -180,8 +172,7 @@ end
|
|
180
172
|
api_instance = MoneyKit::AccountsApi.new
|
181
173
|
id = 'mk_eqkWN34UEoa2NxyALG8pcV' # String | The unique ID for this link.
|
182
174
|
opts = {
|
183
|
-
account_ids: ['inner_example']
|
184
|
-
moneykit_version: 'moneykit_version_example' # String |
|
175
|
+
account_ids: ['inner_example'] # Array<String> | An optional list of account IDs to filter the results.
|
185
176
|
}
|
186
177
|
|
187
178
|
begin
|
@@ -217,7 +208,6 @@ end
|
|
217
208
|
| ---- | ---- | ----------- | ----- |
|
218
209
|
| **id** | **String** | The unique ID for this link. | |
|
219
210
|
| **account_ids** | [**Array<String>**](String.md) | An optional list of account IDs to filter the results. | [optional] |
|
220
|
-
| **moneykit_version** | **String** | | [optional][default to '2023-02-18'] |
|
221
211
|
|
222
212
|
### Return type
|
223
213
|
|
@@ -256,8 +246,7 @@ api_instance = MoneyKit::AccountsApi.new
|
|
256
246
|
id = 'MyUser1234' # String | The unique ID for this user. This is the same ID provided in the call to <a href=#operation/create_link_session>/link-session</a> to create any link for this user.
|
257
247
|
opts = {
|
258
248
|
account_id: ['inner_example'], # Array<String> | If present, filters results to accounts matching the given IDs.
|
259
|
-
institution_id: ['inner_example']
|
260
|
-
moneykit_version: 'moneykit_version_example' # String |
|
249
|
+
institution_id: ['inner_example'] # Array<String> | If present, filters results to accounts at institutions matching the given IDs.
|
261
250
|
}
|
262
251
|
|
263
252
|
begin
|
@@ -294,7 +283,6 @@ end
|
|
294
283
|
| **id** | **String** | The unique ID for this user. This is the same ID provided in the call to <a href=#operation/create_link_session>/link-session</a> to create any link for this user. | |
|
295
284
|
| **account_id** | [**Array<String>**](String.md) | If present, filters results to accounts matching the given IDs. | [optional] |
|
296
285
|
| **institution_id** | [**Array<String>**](String.md) | If present, filters results to accounts at institutions matching the given IDs. | [optional] |
|
297
|
-
| **moneykit_version** | **String** | | [optional][default to '2023-02-18'] |
|
298
286
|
|
299
287
|
### Return type
|
300
288
|
|
data/docs/AccountsLinkProduct.md
CHANGED
@@ -6,6 +6,8 @@
|
|
6
6
|
| ---- | ---- | ----------- | ----- |
|
7
7
|
| **refreshed_at** | **Time** | An ISO-8601 timestamp indicating the last time that the product was updated. | [optional] |
|
8
8
|
| **last_attempted_at** | **Time** | An ISO-8601 timestamp indicating the last time that the product was attempted. | [optional] |
|
9
|
+
| **error_code** | [**LinkProductFailureReasons**](LinkProductFailureReasons.md) | | [optional] |
|
10
|
+
| **error_message** | **String** | The error message, if the last attempt to refresh the product failed. | [optional] |
|
9
11
|
|
10
12
|
## Example
|
11
13
|
|
@@ -14,7 +16,9 @@ require 'moneykit'
|
|
14
16
|
|
15
17
|
instance = MoneyKit::AccountsLinkProduct.new(
|
16
18
|
refreshed_at: 2023-02-16T09:14:11,
|
17
|
-
last_attempted_at: 2023-02-16T09:14:11
|
19
|
+
last_attempted_at: 2023-02-16T09:14:11,
|
20
|
+
error_code: null,
|
21
|
+
error_message: null
|
18
22
|
)
|
19
23
|
```
|
20
24
|
|
data/docs/Body.md
CHANGED
@@ -12,7 +12,7 @@
|
|
12
12
|
| **link_id** | **Object** | | |
|
13
13
|
| **link_tags** | **Object** | | |
|
14
14
|
| **state** | [**LinkProductState**](LinkProductState.md) | | |
|
15
|
-
| **error** | [**
|
15
|
+
| **error** | [**LinkError**](LinkError.md) | | [optional] |
|
16
16
|
| **error_message** | **Object** | | [optional] |
|
17
17
|
| **product** | [**Product**](Product.md) | | |
|
18
18
|
| **state_changed_at** | **Object** | | |
|
@@ -0,0 +1,24 @@
|
|
1
|
+
# MoneyKit::GetHoldingsResponse
|
2
|
+
|
3
|
+
## Properties
|
4
|
+
|
5
|
+
| Name | Type | Description | Notes |
|
6
|
+
| ---- | ---- | ----------- | ----- |
|
7
|
+
| **holdings** | [**Array<HoldingResponse>**](HoldingResponse.md) | | |
|
8
|
+
| **securities** | [**Array<SecurityResponse>**](SecurityResponse.md) | | |
|
9
|
+
| **accounts** | [**Array<Account>**](Account.md) | | |
|
10
|
+
| **link** | [**LinkCommon**](LinkCommon.md) | | |
|
11
|
+
|
12
|
+
## Example
|
13
|
+
|
14
|
+
```ruby
|
15
|
+
require 'moneykit'
|
16
|
+
|
17
|
+
instance = MoneyKit::GetHoldingsResponse.new(
|
18
|
+
holdings: null,
|
19
|
+
securities: null,
|
20
|
+
accounts: null,
|
21
|
+
link: null
|
22
|
+
)
|
23
|
+
```
|
24
|
+
|
@@ -0,0 +1,30 @@
|
|
1
|
+
# MoneyKit::GetInvestmentTransactionsResponse
|
2
|
+
|
3
|
+
## Properties
|
4
|
+
|
5
|
+
| Name | Type | Description | Notes |
|
6
|
+
| ---- | ---- | ----------- | ----- |
|
7
|
+
| **total** | **Integer** | The total number of results for this query. | |
|
8
|
+
| **page** | **Integer** | The page number corresponding to this batch of results. | |
|
9
|
+
| **size** | **Integer** | The number of results in this batch. | |
|
10
|
+
| **investment_transactions** | [**Array<InvestmentTransactionResponse>**](InvestmentTransactionResponse.md) | | |
|
11
|
+
| **securities** | [**Array<SecurityResponse>**](SecurityResponse.md) | | |
|
12
|
+
| **accounts** | [**Array<Account>**](Account.md) | | |
|
13
|
+
| **link** | [**LinkCommon**](LinkCommon.md) | | |
|
14
|
+
|
15
|
+
## Example
|
16
|
+
|
17
|
+
```ruby
|
18
|
+
require 'moneykit'
|
19
|
+
|
20
|
+
instance = MoneyKit::GetInvestmentTransactionsResponse.new(
|
21
|
+
total: 82,
|
22
|
+
page: 1,
|
23
|
+
size: 50,
|
24
|
+
investment_transactions: null,
|
25
|
+
securities: null,
|
26
|
+
accounts: null,
|
27
|
+
link: null
|
28
|
+
)
|
29
|
+
```
|
30
|
+
|
@@ -0,0 +1,30 @@
|
|
1
|
+
# MoneyKit::HoldingResponse
|
2
|
+
|
3
|
+
## Properties
|
4
|
+
|
5
|
+
| Name | Type | Description | Notes |
|
6
|
+
| ---- | ---- | ----------- | ----- |
|
7
|
+
| **account_id** | **String** | The MoneyKit ID of the account for this holding. | |
|
8
|
+
| **security_id** | **String** | The MoneyKit ID of the security for this holding. | |
|
9
|
+
| **quantity** | **String** | The units of this security (aka \"shares\") held. | |
|
10
|
+
| **price** | **String** | The per-share price of this holding, as reported by the institution, denominated in account currency. | [optional] |
|
11
|
+
| **price_datetime** | **Time** | The timestamp for which the institution-reported price is valid. | [optional] |
|
12
|
+
| **value** | **String** | The value of this holding, as reported by the institution, denominated in account currency. | [optional] |
|
13
|
+
| **cost_basis** | **String** | The total purchase cost of the holding, as reported by the institution, denominated in account currency. | [optional] |
|
14
|
+
|
15
|
+
## Example
|
16
|
+
|
17
|
+
```ruby
|
18
|
+
require 'moneykit'
|
19
|
+
|
20
|
+
instance = MoneyKit::HoldingResponse.new(
|
21
|
+
account_id: acc_6Tef269B6ZArSVpYrxtjBV,
|
22
|
+
security_id: sec_bb6fi893jxdfNxyAjnb784,
|
23
|
+
quantity: 10,
|
24
|
+
price: 98.12,
|
25
|
+
price_datetime: 2023-02-16T09:14:11,
|
26
|
+
value: 987.15,
|
27
|
+
cost_basis: 781.38
|
28
|
+
)
|
29
|
+
```
|
30
|
+
|
data/docs/IdentityApi.md
CHANGED
@@ -29,8 +29,7 @@ end
|
|
29
29
|
api_instance = MoneyKit::IdentityApi.new
|
30
30
|
id = 'mk_eqkWN34UEoa2NxyALG8pcV' # String | The unique ID for this link.
|
31
31
|
opts = {
|
32
|
-
account_ids: ['inner_example']
|
33
|
-
moneykit_version: 'moneykit_version_example' # String |
|
32
|
+
account_ids: ['inner_example'] # Array<String> | An optional list of account IDs to filter the results.
|
34
33
|
}
|
35
34
|
|
36
35
|
begin
|
@@ -66,7 +65,6 @@ end
|
|
66
65
|
| ---- | ---- | ----------- | ----- |
|
67
66
|
| **id** | **String** | The unique ID for this link. | |
|
68
67
|
| **account_ids** | [**Array<String>**](String.md) | An optional list of account IDs to filter the results. | [optional] |
|
69
|
-
| **moneykit_version** | **String** | | [optional][default to '2023-02-18'] |
|
70
68
|
|
71
69
|
### Return type
|
72
70
|
|
data/docs/IdentityLinkProduct.md
CHANGED
@@ -6,6 +6,8 @@
|
|
6
6
|
| ---- | ---- | ----------- | ----- |
|
7
7
|
| **refreshed_at** | **Time** | An ISO-8601 timestamp indicating the last time that the product was updated. | [optional] |
|
8
8
|
| **last_attempted_at** | **Time** | An ISO-8601 timestamp indicating the last time that the product was attempted. | [optional] |
|
9
|
+
| **error_code** | [**LinkProductFailureReasons**](LinkProductFailureReasons.md) | | [optional] |
|
10
|
+
| **error_message** | **String** | The error message, if the last attempt to refresh the product failed. | [optional] |
|
9
11
|
| **settings** | [**IdentityProductSettings**](IdentityProductSettings.md) | | |
|
10
12
|
|
11
13
|
## Example
|
@@ -16,6 +18,8 @@ require 'moneykit'
|
|
16
18
|
instance = MoneyKit::IdentityLinkProduct.new(
|
17
19
|
refreshed_at: 2023-02-16T09:14:11,
|
18
20
|
last_attempted_at: 2023-02-16T09:14:11,
|
21
|
+
error_code: null,
|
22
|
+
error_message: null,
|
19
23
|
settings: null
|
20
24
|
)
|
21
25
|
```
|
@@ -6,7 +6,6 @@
|
|
6
6
|
| ---- | ---- | ----------- | ----- |
|
7
7
|
| **required** | **Boolean** | If true, only institutions supporting this product will be available. | [optional][default to false] |
|
8
8
|
| **prefetch** | **Boolean** | If true, the data will be available as soon as possible after linking, even if `required` is false. If false, the data will be available after the first manual data refresh. | [optional][default to false] |
|
9
|
-
| **product** | [**Product**](Product.md) | | [optional] |
|
10
9
|
|
11
10
|
## Example
|
12
11
|
|
@@ -15,8 +14,7 @@ require 'moneykit'
|
|
15
14
|
|
16
15
|
instance = MoneyKit::IdentityProductSettings.new(
|
17
16
|
required: null,
|
18
|
-
prefetch: null
|
19
|
-
product: null
|
17
|
+
prefetch: null
|
20
18
|
)
|
21
19
|
```
|
22
20
|
|
data/docs/InstitutionsApi.md
CHANGED
@@ -10,7 +10,7 @@ All URIs are relative to *https://api.moneykit.com*
|
|
10
10
|
|
11
11
|
## get_institution
|
12
12
|
|
13
|
-
> <Institution> get_institution(institution_id
|
13
|
+
> <Institution> get_institution(institution_id)
|
14
14
|
|
15
15
|
/institutions/{institution_id}
|
16
16
|
|
@@ -29,13 +29,10 @@ end
|
|
29
29
|
|
30
30
|
api_instance = MoneyKit::InstitutionsApi.new
|
31
31
|
institution_id = 'chase' # String | The institution ID to fetch.
|
32
|
-
opts = {
|
33
|
-
moneykit_version: 'moneykit_version_example' # String |
|
34
|
-
}
|
35
32
|
|
36
33
|
begin
|
37
34
|
# /institutions/{institution_id}
|
38
|
-
result = api_instance.get_institution(institution_id
|
35
|
+
result = api_instance.get_institution(institution_id)
|
39
36
|
p result
|
40
37
|
rescue MoneyKit::ApiError => e
|
41
38
|
puts "Error when calling InstitutionsApi->get_institution: #{e}"
|
@@ -46,12 +43,12 @@ end
|
|
46
43
|
|
47
44
|
This returns an Array which contains the response data, status code and headers.
|
48
45
|
|
49
|
-
> <Array(<Institution>, Integer, Hash)> get_institution_with_http_info(institution_id
|
46
|
+
> <Array(<Institution>, Integer, Hash)> get_institution_with_http_info(institution_id)
|
50
47
|
|
51
48
|
```ruby
|
52
49
|
begin
|
53
50
|
# /institutions/{institution_id}
|
54
|
-
data, status_code, headers = api_instance.get_institution_with_http_info(institution_id
|
51
|
+
data, status_code, headers = api_instance.get_institution_with_http_info(institution_id)
|
55
52
|
p status_code # => 2xx
|
56
53
|
p headers # => { ... }
|
57
54
|
p data # => <Institution>
|
@@ -65,7 +62,6 @@ end
|
|
65
62
|
| Name | Type | Description | Notes |
|
66
63
|
| ---- | ---- | ----------- | ----- |
|
67
64
|
| **institution_id** | **String** | The institution ID to fetch. | |
|
68
|
-
| **moneykit_version** | **String** | | [optional][default to '2023-02-18'] |
|
69
65
|
|
70
66
|
### Return type
|
71
67
|
|
@@ -105,8 +101,7 @@ opts = {
|
|
105
101
|
name: 'Chase', # String | If provided, returns only institutions containing this name (wholly or as a prefix).
|
106
102
|
featured: true, # Boolean | If true, returns only featured institutions.
|
107
103
|
cursor: 'cursor_example', # String | Cursor to fetch the next set of institutions. (You get this value from the previous call to `/institutions`.)
|
108
|
-
limit: 56
|
109
|
-
moneykit_version: 'moneykit_version_example' # String |
|
104
|
+
limit: 56 # Integer | A limit on the number of institutions to be returned.
|
110
105
|
}
|
111
106
|
|
112
107
|
begin
|
@@ -144,7 +139,6 @@ end
|
|
144
139
|
| **featured** | **Boolean** | If true, returns only featured institutions. | [optional][default to false] |
|
145
140
|
| **cursor** | **String** | Cursor to fetch the next set of institutions. (You get this value from the previous call to `/institutions`.) | [optional] |
|
146
141
|
| **limit** | **Integer** | A limit on the number of institutions to be returned. | [optional][default to 50] |
|
147
|
-
| **moneykit_version** | **String** | | [optional][default to '2023-02-18'] |
|
148
142
|
|
149
143
|
### Return type
|
150
144
|
|
@@ -0,0 +1,40 @@
|
|
1
|
+
# MoneyKit::InvestmentTransactionResponse
|
2
|
+
|
3
|
+
## Properties
|
4
|
+
|
5
|
+
| Name | Type | Description | Notes |
|
6
|
+
| ---- | ---- | ----------- | ----- |
|
7
|
+
| **id** | **String** | The unique ID for this investment transaction. | |
|
8
|
+
| **account_id** | **String** | The ID of the account in which this investment transaction occurred. | |
|
9
|
+
| **amount** | **String** | The total value of this transaction, denominated in account currency. Positive values indicate debits (deposits); negative values are credits (withdrawals). For example, for a `buy` transaction, the amount will be equal to `-(quantity * price + fees)`. | |
|
10
|
+
| **date** | **Date** | The effective (posted) date of the transaction, in ISO-8601 format. | |
|
11
|
+
| **datetime** | **Time** | If the institution has provided the actual time of the transaction, this field contains the full date and time of the transaction, in ISO-8601 format. If the time is not available, this field will be null. <p>Note that the time is generally reported in the timezone of the institution or the account holder. | [optional] |
|
12
|
+
| **description** | **String** | A normalized, cleaned transaction description suitable for presentation to the end user. | |
|
13
|
+
| **type** | **String** | The type of transaction (buy, sell, cash, fee, transfer). May include a dotted subtype, for example, `buy.buy_to_cover` or `fee.transfer_fee`. | |
|
14
|
+
| **fees** | **String** | The combined value of any fees applied to the transaction. Fees are subtracted from the total transaction amount, and are reported as positive values; refunds are reported as negative values. | [optional] |
|
15
|
+
| **forex_rate** | **String** | The currency exchange rate applied. Only present for transactions involving a security that is denominated in a currency other than the account currency. | [optional] |
|
16
|
+
| **price** | **String** | The price per share, denominated in account currency. Omitted for transactions not involving a security. | [optional] |
|
17
|
+
| **quantity** | **String** | The units of security (aka \"shares\") bought, sold, or transferred. Omitted for transactions not involving a security. Positive values indicate shares added to the account. | [optional] |
|
18
|
+
| **security_id** | **String** | The MoneyKit ID of the security involved in this transaction (for example, the security bought or sold, or upon which interest or dividends are paid. | [optional] |
|
19
|
+
|
20
|
+
## Example
|
21
|
+
|
22
|
+
```ruby
|
23
|
+
require 'moneykit'
|
24
|
+
|
25
|
+
instance = MoneyKit::InvestmentTransactionResponse.new(
|
26
|
+
id: it_R73abx78zoa2NxyAlki90g,
|
27
|
+
account_id: acc_6Tef269B6ZArSVpYrxtjBV,
|
28
|
+
amount: 987.15,
|
29
|
+
date: 2023-02-16T00:00:00,
|
30
|
+
datetime: 2023-02-16T09:14:11,
|
31
|
+
description: Bought MSFT,
|
32
|
+
type: buy,
|
33
|
+
fees: 5.95,
|
34
|
+
forex_rate: null,
|
35
|
+
price: 98.12,
|
36
|
+
quantity: 10,
|
37
|
+
security_id: sec_bb6fi893jxdfNxyAjnb784
|
38
|
+
)
|
39
|
+
```
|
40
|
+
|