mx-platform-ruby 0.8.3 → 0.8.4

checksums.yaml

@@ -1,7 +1,7 @@
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data/Gemfile.lock

@@ -1,7 +1,7 @@
 PATH
   remote: .
   specs:
-    mx-platform-ruby (0.8.3)
+    mx-platform-ruby (0.8.4)
       faraday (~> 1.0, >= 1.0.1)
 
 GEM
@@ -54,7 +54,7 @@ GEM
       rspec-core (~> 3.10.0)
       rspec-expectations (~> 3.10.0)
       rspec-mocks (~> 3.10.0)
-    rspec-core (3.10.1)
+    rspec-core (3.10.2)
       rspec-support (~> 3.10.0)
     rspec-expectations (3.10.2)
       diff-lcs (>= 1.2.0, < 2.0)

data/docs/MxPlatformApi.md

@@ -37,6 +37,7 @@ All URIs are relative to *https://api.mx.com*
 | [**list_default_categories_by_user**](MxPlatformApi.md#list_default_categories_by_user) | **GET** /users/{user_guid}/categories/default | List default categories by user |
 | [**list_favorite_institutions**](MxPlatformApi.md#list_favorite_institutions) | **GET** /institutions/favorites | List favorite institutions |
 | [**list_holdings**](MxPlatformApi.md#list_holdings) | **GET** /users/{user_guid}/holdings | List holdings |
+| [**list_holdings_by_account**](MxPlatformApi.md#list_holdings_by_account) | **GET** /users/{user_guid}/accounts/{account_guid}/holdings | List holdings by account |
 | [**list_holdings_by_member**](MxPlatformApi.md#list_holdings_by_member) | **GET** /users/{user_guid}/members/{member_guid}/holdings | List holdings by member |
 | [**list_institution_credentials**](MxPlatformApi.md#list_institution_credentials) | **GET** /institutions/{institution_code}/credentials | List institution credentials |
 | [**list_institutions**](MxPlatformApi.md#list_institutions) | **GET** /institutions | List institutions |
@@ -2503,6 +2504,88 @@ end
 - **Accept**: application/vnd.mx.api.v1+json
 
 
+## list_holdings_by_account
+
+> <HoldingsResponseBody> list_holdings_by_account(account_guid, user_guid, opts)
+
+List holdings by account
+
+This endpoint returns all holdings associated with the specified `account`.
+
+### Examples
+
+```ruby
+require 'time'
+require 'mx-platform-ruby'
+# setup authorization
+MxPlatformRuby.configure do |config|
+  # Configure HTTP basic authorization: basicAuth
+  config.username = 'YOUR USERNAME'
+  config.password = 'YOUR PASSWORD'
+end
+
+api_instance = MxPlatformRuby::MxPlatformApi.new
+account_guid = 'ACT-7c6f361b-e582-15b6-60c0-358f12466b4b' # String | The unique id for the `account`.
+user_guid = 'USR-fa7537f3-48aa-a683-a02a-b18940482f54' # String | The unique id for the `user`.
+opts = {
+  from_date: '2015-09-20', # String | Filter holdings from this date.
+  page: 1, # Integer | Specify current page.
+  records_per_page: 10, # Integer | Specify records per page.
+  to_date: '2019-10-20' # String | Filter holdings to this date.
+}
+
+begin
+  # List holdings by account
+  result = api_instance.list_holdings_by_account(account_guid, user_guid, opts)
+  p result
+rescue MxPlatformRuby::ApiError => e
+  puts "Error when calling MxPlatformApi->list_holdings_by_account: #{e}"
+end
+```
+
+#### Using the list_holdings_by_account_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+> <Array(<HoldingsResponseBody>, Integer, Hash)> list_holdings_by_account_with_http_info(account_guid, user_guid, opts)
+
+```ruby
+begin
+  # List holdings by account
+  data, status_code, headers = api_instance.list_holdings_by_account_with_http_info(account_guid, user_guid, opts)
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => <HoldingsResponseBody>
+rescue MxPlatformRuby::ApiError => e
+  puts "Error when calling MxPlatformApi->list_holdings_by_account_with_http_info: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **account_guid** | **String** | The unique id for the &#x60;account&#x60;. |  |
+| **user_guid** | **String** | The unique id for the &#x60;user&#x60;. |  |
+| **from_date** | **String** | Filter holdings from this date. | [optional] |
+| **page** | **Integer** | Specify current page. | [optional] |
+| **records_per_page** | **Integer** | Specify records per page. | [optional] |
+| **to_date** | **String** | Filter holdings to this date. | [optional] |
+
+### Return type
+
+[**HoldingsResponseBody**](HoldingsResponseBody.md)
+
+### Authorization
+
+[basicAuth](../README.md#basicAuth)
+
+### HTTP request headers
+
+- **Content-Type**: Not defined
+- **Accept**: application/vnd.mx.api.v1+json
+
+
 ## list_holdings_by_member
 
 > <HoldingsResponseBody> list_holdings_by_member(member_guid, user_guid, opts)

data/lib/mx-platform-ruby/api/mx_platform_api.rb

@@ -2352,6 +2352,87 @@ module MxPlatformRuby
       return data, status_code, headers
     end
 
+    # List holdings by account
+    # This endpoint returns all holdings associated with the specified `account`.
+    # @param account_guid [String] The unique id for the `account`.
+    # @param user_guid [String] The unique id for the `user`.
+    # @param [Hash] opts the optional parameters
+    # @option opts [String] :from_date Filter holdings from this date.
+    # @option opts [Integer] :page Specify current page.
+    # @option opts [Integer] :records_per_page Specify records per page.
+    # @option opts [String] :to_date Filter holdings to this date.
+    # @return [HoldingsResponseBody]
+    def list_holdings_by_account(account_guid, user_guid, opts = {})
+      data, _status_code, _headers = list_holdings_by_account_with_http_info(account_guid, user_guid, opts)
+      data
+    end
+
+    # List holdings by account
+    # This endpoint returns all holdings associated with the specified `account`.
+    # @param account_guid [String] The unique id for the `account`.
+    # @param user_guid [String] The unique id for the `user`.
+    # @param [Hash] opts the optional parameters
+    # @option opts [String] :from_date Filter holdings from this date.
+    # @option opts [Integer] :page Specify current page.
+    # @option opts [Integer] :records_per_page Specify records per page.
+    # @option opts [String] :to_date Filter holdings to this date.
+    # @return [Array<(HoldingsResponseBody, Integer, Hash)>] HoldingsResponseBody data, response status code and response headers
+    def list_holdings_by_account_with_http_info(account_guid, user_guid, opts = {})
+      if @api_client.config.debugging
+        @api_client.config.logger.debug 'Calling API: MxPlatformApi.list_holdings_by_account ...'
+      end
+      # verify the required parameter 'account_guid' is set
+      if @api_client.config.client_side_validation && account_guid.nil?
+        fail ArgumentError, "Missing the required parameter 'account_guid' when calling MxPlatformApi.list_holdings_by_account"
+      end
+      # verify the required parameter 'user_guid' is set
+      if @api_client.config.client_side_validation && user_guid.nil?
+        fail ArgumentError, "Missing the required parameter 'user_guid' when calling MxPlatformApi.list_holdings_by_account"
+      end
+      # resource path
+      local_var_path = '/users/{user_guid}/accounts/{account_guid}/holdings'.sub('{' + 'account_guid' + '}', CGI.escape(account_guid.to_s)).sub('{' + 'user_guid' + '}', CGI.escape(user_guid.to_s))
+
+      # query parameters
+      query_params = opts[:query_params] || {}
+      query_params[:'from_date'] = opts[:'from_date'] if !opts[:'from_date'].nil?
+      query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
+      query_params[:'records_per_page'] = opts[:'records_per_page'] if !opts[:'records_per_page'].nil?
+      query_params[:'to_date'] = opts[:'to_date'] if !opts[:'to_date'].nil?
+
+      # header parameters
+      header_params = opts[:header_params] || {}
+      # HTTP header 'Accept' (if needed)
+      header_params['Accept'] = @api_client.select_header_accept(['application/vnd.mx.api.v1+json'])
+
+      # form parameters
+      form_params = opts[:form_params] || {}
+
+      # http body (model)
+      post_body = opts[:debug_body]
+
+      # return_type
+      return_type = opts[:debug_return_type] || 'HoldingsResponseBody'
+
+      # auth_names
+      auth_names = opts[:debug_auth_names] || ['basicAuth']
+
+      new_options = opts.merge(
+        :operation => :"MxPlatformApi.list_holdings_by_account",
+        :header_params => header_params,
+        :query_params => query_params,
+        :form_params => form_params,
+        :body => post_body,
+        :auth_names => auth_names,
+        :return_type => return_type
+      )
+
+      data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
+      if @api_client.config.debugging
+        @api_client.config.logger.debug "API called: MxPlatformApi#list_holdings_by_account\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
+      end
+      return data, status_code, headers
+    end
+
     # List holdings by member
     # This endpoint returns all holdings associated with the specified `member` across all accounts.
     # @param member_guid [String] The unique id for a &#x60;member&#x60;.

data/lib/mx-platform-ruby/version.rb

@@ -11,5 +11,5 @@ OpenAPI Generator version: 5.3.1
 =end
 
 module MxPlatformRuby
-  VERSION = '0.8.3'
+  VERSION = '0.8.4'
 end

data/openapi/config.yml

@@ -6,6 +6,6 @@ gemHomepage: https://github.com/mxenabled/mx-platform-ruby
 gemLicense: MIT
 gemName: mx-platform-ruby
 gemRequiredRubyVersion: ">= 2.6"
-gemVersion: 0.8.3
+gemVersion: 0.8.4
 library: faraday
 moduleName: MxPlatformRuby

data/spec/api/mx_platform_api_spec.rb

@@ -474,6 +474,23 @@ describe 'MxPlatformApi' do
     end
   end
 
+  # unit tests for list_holdings_by_account
+  # List holdings by account
+  # This endpoint returns all holdings associated with the specified `account`.
+  # @param account_guid The unique id for the `account`.
+  # @param user_guid The unique id for the `user`.
+  # @param [Hash] opts the optional parameters
+  # @option opts [String] :from_date Filter holdings from this date.
+  # @option opts [Integer] :page Specify current page.
+  # @option opts [Integer] :records_per_page Specify records per page.
+  # @option opts [String] :to_date Filter holdings to this date.
+  # @return [HoldingsResponseBody]
+  describe 'list_holdings_by_account test' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
   # unit tests for list_holdings_by_member
   # List holdings by member
   # This endpoint returns all holdings associated with the specified `member` across all accounts.

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: mx-platform-ruby
 version: !ruby/object:Gem::Version
-  version: 0.8.3
+  version: 0.8.4
 platform: ruby
 authors:
 - MX
 autorequire:
 bindir: bin
 cert_chain: []
-date: 2022-01-27 00:00:00.000000000 Z
+date: 2022-01-28 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: faraday