moneykit 0.1.1 → 0.1.3
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- 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
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#No description provided (generated by Openapi Generator https://github.com/openapitools/openapi-generator)
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The version of the OpenAPI document:
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The version of the OpenAPI document: 2023-02-18
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Generated by: https://openapi-generator.tech
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OpenAPI Generator version: 7.1.0
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@api_client = api_client
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end
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# /links/{id}/transactions
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# Returns transactions for the accounts associated with a <a href=#tag/Links>link</a>. Results are
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# Returns transactions for the accounts associated with a <a href=#tag/Links>link</a>. Results are paginated, and returned in reverse chronological order. <p>**Note** that this endpoint does **not** trigger a fetch of transactions from the institution; it merely returns transactions that have already been fetched, either because `prefetch` was requested when the link was created, or because of scheduled or on-demand updates. <p>MoneyKit checks for updated account data, including transactions, periodically throughout the day, but the update frequency can vary, depending on the downstream data provider, the institution, and whether one or both provide webhook-based updates. **To force a check for updated transactions, you can use the <a href=#operation/refresh_products>/products</a> endpoint.** <p>If you have requested prefetch or an on-demand update, you should check the `refreshed_at` date for this product in the returned response, and compare that against the previous `refreshed_at` date, which you can get from any previous response for this or any other account or link request. If the refreshed_at date has not increased, then updated data is not yet available.
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# @param id [String] The unique ID for this link.
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# @param [Hash] opts the optional parameters
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# @option opts [Array<String>] :account_ids An optional list of account IDs to filter the results.
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# @option opts [Integer] :size The number of items to return per page. (default to 50)
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# @option opts [Date] :start_date The earliest date for which data should be returned, formatted as YYYY-MM-DD. Defaults to 90 days before the `end_date`. <p>If you want to retrieve **all** transactions, use `1900-01-01`.
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# @option opts [Date] :end_date The latest date for which data should be returned, formatted as YYYY-MM-DD. Defaults to today.
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# @return [GetTransactionsResponse]
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def get_transactions(id, opts = {})
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data, _status_code, _headers = get_transactions_with_http_info(id, opts)
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# /links/{id}/transactions
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# Returns transactions for the accounts associated with a <a href=#tag/Links>link</a>. Results are
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# Returns transactions for the accounts associated with a <a href=#tag/Links>link</a>. Results are paginated, and returned in reverse chronological order. <p>**Note** that this endpoint does **not** trigger a fetch of transactions from the institution; it merely returns transactions that have already been fetched, either because `prefetch` was requested when the link was created, or because of scheduled or on-demand updates. <p>MoneyKit checks for updated account data, including transactions, periodically throughout the day, but the update frequency can vary, depending on the downstream data provider, the institution, and whether one or both provide webhook-based updates. **To force a check for updated transactions, you can use the <a href=#operation/refresh_products>/products</a> endpoint.** <p>If you have requested prefetch or an on-demand update, you should check the `refreshed_at` date for this product in the returned response, and compare that against the previous `refreshed_at` date, which you can get from any previous response for this or any other account or link request. If the refreshed_at date has not increased, then updated data is not yet available.
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# @param id [String] The unique ID for this link.
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# @param [Hash] opts the optional parameters
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# @option opts [Array<String>] :account_ids An optional list of account IDs to filter the results.
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# @option opts [Integer] :size The number of items to return per page. (default to 50)
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# @option opts [Date] :start_date The earliest date for which data should be returned, formatted as YYYY-MM-DD. Defaults to 90 days before the `end_date`. <p>If you want to retrieve **all** transactions, use `1900-01-01`.
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# @option opts [Date] :end_date The latest date for which data should be returned, formatted as YYYY-MM-DD. Defaults to today.
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# @return [Array<(GetTransactionsResponse, Integer, Hash)>] GetTransactionsResponse data, response status code and response headers
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def get_transactions_with_http_info(id, opts = {})
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header_params = opts[:header_params] || {}
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# HTTP header 'Accept' (if needed)
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header_params['Accept'] = @api_client.select_header_accept(['application/json'])
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# form parameters
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# /links/{id}/transactions/sync
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# Provides a paginated feed of transactions, grouped into `created`, `updated`, and `removed` lists. <p>Each call will also return a `
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# Provides a paginated feed of transactions, grouped into `created`, `updated`, and `removed` lists. <p>Each call will also return a `cursor.next` value. In subsequent calls, include that value to receive only changes that have occurred since the previous call. <p>Large numbers of transactions will be paginated, and the `has_more` field will be true. You should continue calling this endpoint with each new `cursor.next` value until `has_more` is false. <p>**Note** that this endpoint does **not** trigger a fetch of transactions from the institution; it merely returns transactions that have already been fetched, either because `prefetch` was requested when the link was created, or because of scheduled or on-demand updates. <p>MoneyKit checks for updated account data, including transactions, periodically throughout the day, but the update frequency can vary, depending on the downstream data provider, the institution, and whether one or both provide webhook-based updates. **To force a check for updated transactions, you can use the <a href=#operation/refresh_products>/products</a> endpoint.** <p>Note also that the `transactions.updates_available` webhook will alert you when new data is available.
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# @param id [String] The unique ID for this link.
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# @param [Hash] opts the optional parameters
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# @option opts [String] :cursor A cursor value representing the last update requested. If included, the response will only return changes after this update. If omitted, a complete history of updates will be returned. This value must be stored by the client as we do not keep track of customer cursors.
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# @option opts [Integer] :size The number of items to return. (default to 50)
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# @return [TransactionSyncResponse]
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def get_transactions_diff(id, opts = {})
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data, _status_code, _headers = get_transactions_diff_with_http_info(id, opts)
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# /links/{id}/transactions/sync
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# Provides a paginated feed of transactions, grouped into `created`, `updated`, and `removed` lists. <p>Each call will also return a `
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# Provides a paginated feed of transactions, grouped into `created`, `updated`, and `removed` lists. <p>Each call will also return a `cursor.next` value. In subsequent calls, include that value to receive only changes that have occurred since the previous call. <p>Large numbers of transactions will be paginated, and the `has_more` field will be true. You should continue calling this endpoint with each new `cursor.next` value until `has_more` is false. <p>**Note** that this endpoint does **not** trigger a fetch of transactions from the institution; it merely returns transactions that have already been fetched, either because `prefetch` was requested when the link was created, or because of scheduled or on-demand updates. <p>MoneyKit checks for updated account data, including transactions, periodically throughout the day, but the update frequency can vary, depending on the downstream data provider, the institution, and whether one or both provide webhook-based updates. **To force a check for updated transactions, you can use the <a href=#operation/refresh_products>/products</a> endpoint.** <p>Note also that the `transactions.updates_available` webhook will alert you when new data is available.
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# @param id [String] The unique ID for this link.
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# @param [Hash] opts the optional parameters
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# @option opts [String] :cursor A cursor value representing the last update requested. If included, the response will only return changes after this update. If omitted, a complete history of updates will be returned. This value must be stored by the client as we do not keep track of customer cursors.
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# @option opts [Integer] :size The number of items to return. (default to 50)
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# @option opts [String] :moneykit_version (default to '2023-02-18')
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# @return [Array<(TransactionSyncResponse, Integer, Hash)>] TransactionSyncResponse data, response status code and response headers
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@@ -60,7 +58,6 @@ module MoneyKit
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# Fetches all links belonging to a <a href=#operation/get_user_accounts>user</a>.
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@@ -126,7 +121,6 @@ module MoneyKit
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@@ -228,7 +220,6 @@ module MoneyKit
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@@ -23,7 +23,6 @@ module MoneyKit
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@@ -63,7 +61,6 @@ module MoneyKit
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end
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data/lib/moneykit/api_client.rb
CHANGED
@@ -3,7 +3,7 @@
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CHANGED
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The version of the OpenAPI document:
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The version of the OpenAPI document:
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@@ -21,13 +21,42 @@ module MoneyKit
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# An ISO-8601 timestamp indicating the last time that the product was attempted.
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attr_accessor :last_attempted_at
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|
@@ -42,6 +71,8 @@ module MoneyKit
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{
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end
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def hash
|
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-
[refreshed_at, last_attempted_at, settings].hash
|
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[refreshed_at, last_attempted_at, error_code, error_message, settings].hash
|
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|
@@ -3,7 +3,7 @@
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# 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.
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attr_accessor :prefetch
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attr_accessor :product
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class EnumAttributeValidator
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value
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# Attribute mapping from ruby-style variable name to JSON key.
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def self.attribute_map
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{
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:'required' => :'required',
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:'prefetch' => :'prefetch'
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:'product' => :'product'
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:'prefetch' => :'prefetch'
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}
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def self.openapi_types
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{
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:'required' => :'Boolean',
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:'prefetch' => :'Boolean'
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:'product' => :'Product'
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:'prefetch' => :'Boolean'
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}
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else
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self.prefetch = false
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end
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# Show invalid properties with the reasons. Usually used together with valid?
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return true if self.equal?(o)
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self.class == o.class &&
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required == o.required &&
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prefetch == o.prefetch
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product == o.product
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prefetch == o.prefetch
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end
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# @see the `==` method
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# Calculates hash code according to all attributes.
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# @return [Integer] Hash code
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def hash
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[required, prefetch
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[required, prefetch].hash
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end
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# Builds the object from hash
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# An ISO-8601 timestamp indicating the last time that the product was attempted.
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attr_accessor :last_attempted_at
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attr_accessor :error_code
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# The error message, if the last attempt to refresh the product failed.
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attr_accessor :error_message
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class EnumAttributeValidator
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attr_reader :datatype
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def initialize(datatype, allowable_values)
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case datatype.to_s
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value.to_i
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value.to_f
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value
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end
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end
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def self.attribute_map
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:'refreshed_at' => :'refreshed_at',
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:'last_attempted_at' => :'Time',
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:'error_code' => :'LinkProductFailureReasons',
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# Show invalid properties with the reasons. Usually used together with valid?
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def hash
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