nucleus_api 1.8.0 → 1.9.1

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Files changed (820) hide show
  1. checksums.yaml +4 -4
  2. data/README.md +28 -737
  3. data/lib/nucleus_api.rb +23 -21
  4. data/lib/nucleus_api/api/account_api.rb +73 -112
  5. data/lib/nucleus_api/api/admin_client_api.rb +85 -40
  6. data/lib/nucleus_api/api/aggregation_account_api.rb +85 -30
  7. data/lib/nucleus_api/api/allocation_api.rb +16 -16
  8. data/lib/nucleus_api/api/benchmark_api.rb +9 -9
  9. data/lib/nucleus_api/api/budget_api.rb +7 -7
  10. data/lib/nucleus_api/api/bulk_api.rb +6 -6
  11. data/lib/nucleus_api/api/business_api.rb +32 -14
  12. data/lib/nucleus_api/api/card_api.rb +159 -14
  13. data/lib/nucleus_api/api/client_api.rb +318 -22
  14. data/lib/nucleus_api/api/{customer_api.rb → contact_api.rb} +176 -176
  15. data/lib/nucleus_api/api/decision_tree_api.rb +29 -31
  16. data/lib/nucleus_api/api/document_api.rb +7 -7
  17. data/lib/nucleus_api/api/financial_statement_api.rb +7 -7
  18. data/lib/nucleus_api/api/funding_api.rb +139 -423
  19. data/lib/nucleus_api/api/goal_api.rb +37 -19
  20. data/lib/nucleus_api/api/household_api.rb +32 -14
  21. data/lib/nucleus_api/api/invoice_api.rb +14 -14
  22. data/lib/nucleus_api/api/model_api.rb +31 -31
  23. data/lib/nucleus_api/api/order_api.rb +31 -31
  24. data/lib/nucleus_api/api/overflow_api.rb +10 -10
  25. data/lib/nucleus_api/api/portfolio_api.rb +97 -33
  26. data/lib/nucleus_api/api/questionnaire_api.rb +17 -295
  27. data/lib/nucleus_api/api/resource_api.rb +394 -50
  28. data/lib/nucleus_api/api/risk_profile_api.rb +7 -7
  29. data/lib/nucleus_api/api/roundup_api.rb +10 -10
  30. data/lib/nucleus_api/api/score_api.rb +7 -7
  31. data/lib/nucleus_api/api/securities_api.rb +17 -17
  32. data/lib/nucleus_api/api/spending_control_api.rb +7 -7
  33. data/lib/nucleus_api/api/utils_api.rb +1895 -60
  34. data/lib/nucleus_api/api/webhook_api.rb +7 -7
  35. data/lib/nucleus_api/api_client.rb +17 -54
  36. data/lib/nucleus_api/api_error.rb +2 -2
  37. data/lib/nucleus_api/configuration.rb +4 -19
  38. data/lib/nucleus_api/models/account.rb +8 -6
  39. data/lib/nucleus_api/models/account_allocation_mapping.rb +8 -7
  40. data/lib/nucleus_api/models/account_map.rb +8 -7
  41. data/lib/nucleus_api/models/account_permission_vo.rb +8 -7
  42. data/lib/nucleus_api/models/account_portfolio_rebalance_request.rb +8 -7
  43. data/lib/nucleus_api/models/account_status.rb +8 -12
  44. data/lib/nucleus_api/models/account_type.rb +8 -7
  45. data/lib/nucleus_api/models/acl_client_permission_vo.rb +8 -7
  46. data/lib/nucleus_api/models/admin_client.rb +27 -9
  47. data/lib/nucleus_api/models/aggregation_account.rb +139 -18
  48. data/lib/nucleus_api/models/aggregation_account_balance.rb +8 -7
  49. data/lib/nucleus_api/models/aggregation_account_holding.rb +10 -17
  50. data/lib/nucleus_api/models/aggregation_account_transaction.rb +6 -52
  51. data/lib/nucleus_api/models/aggregation_accounts_map.rb +8 -7
  52. data/lib/nucleus_api/models/allocation.rb +8 -7
  53. data/lib/nucleus_api/models/allocation_aggregated_vo.rb +8 -7
  54. data/lib/nucleus_api/models/allocation_composition.rb +8 -7
  55. data/lib/nucleus_api/models/allocation_composition_aggregated_vo.rb +8 -7
  56. data/lib/nucleus_api/models/allocation_composition_model_holdings_vo.rb +8 -7
  57. data/lib/nucleus_api/models/allocation_node_map.rb +8 -7
  58. data/lib/nucleus_api/models/answer.rb +36 -8
  59. data/lib/nucleus_api/models/answer_map.rb +8 -7
  60. data/lib/nucleus_api/models/application.rb +8 -7
  61. data/lib/nucleus_api/models/audit_log.rb +8 -7
  62. data/lib/nucleus_api/models/available_date_double_vo.rb +8 -7
  63. data/lib/nucleus_api/models/balances.rb +224 -0
  64. data/lib/nucleus_api/models/bank_credit.rb +29 -8
  65. data/lib/nucleus_api/models/bank_link.rb +42 -21
  66. data/lib/nucleus_api/models/bank_link_map.rb +8 -7
  67. data/lib/nucleus_api/models/benchmark.rb +8 -7
  68. data/lib/nucleus_api/models/benchmark_composition.rb +8 -7
  69. data/lib/nucleus_api/models/brokers.rb +8 -7
  70. data/lib/nucleus_api/models/budget.rb +19 -8
  71. data/lib/nucleus_api/models/budget_aggregation_account.rb +8 -7
  72. data/lib/nucleus_api/models/budget_object.rb +8 -7
  73. data/lib/nucleus_api/models/bulk_transaction.rb +8 -7
  74. data/lib/nucleus_api/models/bulk_transaction_vo.rb +8 -7
  75. data/lib/nucleus_api/models/business.rb +8 -8
  76. data/lib/nucleus_api/models/business_address.rb +8 -7
  77. data/lib/nucleus_api/models/business_details_vo.rb +236 -0
  78. data/lib/nucleus_api/models/card.rb +31 -23
  79. data/lib/nucleus_api/models/card_address.rb +8 -7
  80. data/lib/nucleus_api/models/{category_internal_response_vo.rb → card_balance_vo.rb} +42 -29
  81. data/lib/nucleus_api/models/card_details_vo.rb +284 -0
  82. data/lib/nucleus_api/models/card_program.rb +8 -7
  83. data/lib/nucleus_api/models/cash.rb +8 -7
  84. data/lib/nucleus_api/models/categories_map.rb +8 -7
  85. data/lib/nucleus_api/models/check.rb +8 -7
  86. data/lib/nucleus_api/models/check_images.rb +8 -7
  87. data/lib/nucleus_api/models/client.rb +8 -7
  88. data/lib/nucleus_api/models/client_account_mapping.rb +8 -7
  89. data/lib/nucleus_api/models/client_address.rb +8 -7
  90. data/lib/nucleus_api/models/client_business_card_vo.rb +218 -0
  91. data/lib/nucleus_api/models/{v_account_asset_size.rb → client_business_total_card_balance_vo.rb} +32 -40
  92. data/lib/nucleus_api/models/client_card_vo.rb +244 -0
  93. data/lib/nucleus_api/models/{category_response_vo.rb → client_credentials.rb} +31 -23
  94. data/lib/nucleus_api/models/client_relationship.rb +8 -7
  95. data/lib/nucleus_api/models/client_response.rb +8 -7
  96. data/lib/nucleus_api/models/client_status.rb +8 -12
  97. data/lib/nucleus_api/models/client_view_goal_data.rb +8 -7
  98. data/lib/nucleus_api/models/{customer.rb → contact.rb} +48 -9
  99. data/lib/nucleus_api/models/{customer_address.rb → contact_address.rb} +10 -9
  100. data/lib/nucleus_api/models/country.rb +29 -11
  101. data/lib/nucleus_api/models/currency.rb +8 -7
  102. data/lib/nucleus_api/models/customer_revenue.rb +36 -23
  103. data/lib/nucleus_api/models/date_double_vo.rb +8 -7
  104. data/lib/nucleus_api/models/decision_tree.rb +8 -7
  105. data/lib/nucleus_api/models/decision_tree_co.rb +8 -7
  106. data/lib/nucleus_api/models/decision_tree_result_vo.rb +8 -7
  107. data/lib/nucleus_api/models/document.rb +6 -8
  108. data/lib/nucleus_api/models/employment.rb +8 -7
  109. data/lib/nucleus_api/models/external_account_transfer.rb +8 -7
  110. data/lib/nucleus_api/models/feature.rb +8 -7
  111. data/lib/nucleus_api/models/feature_track.rb +8 -7
  112. data/lib/nucleus_api/models/financial_statement.rb +19 -8
  113. data/lib/nucleus_api/models/funding.rb +21 -8
  114. data/lib/nucleus_api/models/funding_request_map.rb +8 -7
  115. data/lib/nucleus_api/models/{daily_deposit.rb → funding_transaction.rb} +43 -47
  116. data/lib/nucleus_api/models/fx_rate.rb +234 -0
  117. data/lib/nucleus_api/models/fx_rate_view.rb +8 -7
  118. data/lib/nucleus_api/models/goal.rb +8 -7
  119. data/lib/nucleus_api/models/goal_account_mapping.rb +8 -7
  120. data/lib/nucleus_api/models/goal_track.rb +8 -7
  121. data/lib/nucleus_api/models/goal_track_accounts.rb +8 -7
  122. data/lib/nucleus_api/models/household.rb +8 -7
  123. data/lib/nucleus_api/models/institution.rb +256 -0
  124. data/lib/nucleus_api/models/investment.rb +8 -12
  125. data/lib/nucleus_api/models/invoice.rb +44 -23
  126. data/lib/nucleus_api/models/invoice_payment.rb +21 -8
  127. data/lib/nucleus_api/models/json_node.rb +10 -241
  128. data/lib/nucleus_api/models/line_items.rb +8 -7
  129. data/lib/nucleus_api/models/location.rb +8 -7
  130. data/lib/nucleus_api/models/member.rb +8 -7
  131. data/lib/nucleus_api/models/merchant_category_code.rb +27 -11
  132. data/lib/nucleus_api/models/merchants_map.rb +8 -7
  133. data/lib/nucleus_api/models/model.rb +8 -7
  134. data/lib/nucleus_api/models/model_asset_size.rb +8 -7
  135. data/lib/nucleus_api/models/model_comment.rb +8 -7
  136. data/lib/nucleus_api/models/model_holding.rb +8 -7
  137. data/lib/nucleus_api/models/model_holding_vo.rb +8 -7
  138. data/lib/nucleus_api/models/model_transaction.rb +8 -7
  139. data/lib/nucleus_api/models/mx_merchant_res.rb +21 -20
  140. data/lib/nucleus_api/models/node.rb +8 -7
  141. data/lib/nucleus_api/models/node_relationship.rb +8 -7
  142. data/lib/nucleus_api/models/notification.rb +8 -7
  143. data/lib/nucleus_api/models/notification_client.rb +8 -7
  144. data/lib/nucleus_api/models/notification_setting.rb +8 -7
  145. data/lib/nucleus_api/models/order.rb +8 -7
  146. data/lib/nucleus_api/models/order_bulk.rb +8 -7
  147. data/lib/nucleus_api/models/order_reconcile_request.rb +8 -7
  148. data/lib/nucleus_api/models/order_reconcile_return_object.rb +8 -7
  149. data/lib/nucleus_api/models/order_status.rb +8 -7
  150. data/lib/nucleus_api/models/order_track.rb +8 -7
  151. data/lib/nucleus_api/models/order_vo_clone.rb +8 -7
  152. data/lib/nucleus_api/models/overflow.rb +8 -7
  153. data/lib/nucleus_api/models/overflow_bank_link_map.rb +22 -11
  154. data/lib/nucleus_api/models/overflow_settings.rb +8 -7
  155. data/lib/nucleus_api/models/overflow_vo.rb +8 -7
  156. data/lib/nucleus_api/models/ownership.rb +8 -7
  157. data/lib/nucleus_api/models/page_account.rb +8 -7
  158. data/lib/nucleus_api/models/page_account_allocation_mapping.rb +8 -7
  159. data/lib/nucleus_api/models/page_account_permission_vo.rb +8 -7
  160. data/lib/nucleus_api/models/page_account_status.rb +8 -7
  161. data/lib/nucleus_api/models/page_account_type.rb +8 -7
  162. data/lib/nucleus_api/models/page_admin_client.rb +8 -7
  163. data/lib/nucleus_api/models/page_aggregation_account.rb +8 -7
  164. data/lib/nucleus_api/models/page_aggregation_account_balance.rb +8 -7
  165. data/lib/nucleus_api/models/page_aggregation_account_holding.rb +8 -7
  166. data/lib/nucleus_api/models/page_aggregation_account_transaction.rb +8 -7
  167. data/lib/nucleus_api/models/page_allocation.rb +8 -7
  168. data/lib/nucleus_api/models/page_allocation_composition.rb +8 -7
  169. data/lib/nucleus_api/models/page_answer.rb +8 -7
  170. data/lib/nucleus_api/models/page_application.rb +8 -7
  171. data/lib/nucleus_api/models/page_audit_log.rb +8 -7
  172. data/lib/nucleus_api/models/page_bank_link.rb +8 -7
  173. data/lib/nucleus_api/models/page_benchmark.rb +8 -7
  174. data/lib/nucleus_api/models/page_budget.rb +8 -7
  175. data/lib/nucleus_api/models/page_business.rb +8 -7
  176. data/lib/nucleus_api/models/page_card.rb +8 -7
  177. data/lib/nucleus_api/models/page_card_program.rb +8 -7
  178. data/lib/nucleus_api/models/page_client.rb +8 -7
  179. data/lib/nucleus_api/models/page_client_business_card_vo.rb +259 -0
  180. data/lib/nucleus_api/models/page_client_response.rb +8 -7
  181. data/lib/nucleus_api/models/page_client_status.rb +8 -7
  182. data/lib/nucleus_api/models/{page_customer.rb → page_contact.rb} +10 -9
  183. data/lib/nucleus_api/models/page_customer_revenue.rb +8 -7
  184. data/lib/nucleus_api/models/page_decision_tree.rb +8 -7
  185. data/lib/nucleus_api/models/page_document.rb +8 -7
  186. data/lib/nucleus_api/models/page_external_account_transfer.rb +8 -7
  187. data/lib/nucleus_api/models/page_feature.rb +8 -7
  188. data/lib/nucleus_api/models/page_feature_track.rb +8 -7
  189. data/lib/nucleus_api/models/page_financial_statement.rb +8 -7
  190. data/lib/nucleus_api/models/page_funding.rb +8 -7
  191. data/lib/nucleus_api/models/{page_v_account_asset_size.rb → page_funding_transaction.rb} +10 -9
  192. data/lib/nucleus_api/models/page_goal.rb +8 -7
  193. data/lib/nucleus_api/models/page_goal_track.rb +8 -7
  194. data/lib/nucleus_api/models/page_household.rb +8 -7
  195. data/lib/nucleus_api/models/{page_daily_deposit.rb → page_institution.rb} +10 -9
  196. data/lib/nucleus_api/models/page_invoice.rb +8 -7
  197. data/lib/nucleus_api/models/page_invoice_payment.rb +8 -7
  198. data/lib/nucleus_api/models/page_model.rb +8 -7
  199. data/lib/nucleus_api/models/page_model_asset_size.rb +8 -7
  200. data/lib/nucleus_api/models/page_model_comment.rb +8 -7
  201. data/lib/nucleus_api/models/page_model_holding.rb +8 -7
  202. data/lib/nucleus_api/models/page_model_transaction.rb +8 -7
  203. data/lib/nucleus_api/models/page_mx_merchant_res.rb +27 -8
  204. data/lib/nucleus_api/models/page_node.rb +8 -7
  205. data/lib/nucleus_api/models/page_node_relationship.rb +8 -7
  206. data/lib/nucleus_api/models/page_notification.rb +8 -7
  207. data/lib/nucleus_api/models/page_notification_client.rb +8 -7
  208. data/lib/nucleus_api/models/page_notification_setting.rb +8 -7
  209. data/lib/nucleus_api/models/page_order.rb +8 -7
  210. data/lib/nucleus_api/models/page_order_bulk.rb +8 -7
  211. data/lib/nucleus_api/models/page_order_status.rb +8 -7
  212. data/lib/nucleus_api/models/page_order_track.rb +8 -7
  213. data/lib/nucleus_api/models/page_overflow.rb +8 -7
  214. data/lib/nucleus_api/models/page_overflow_settings.rb +8 -7
  215. data/lib/nucleus_api/models/page_portfolio.rb +8 -7
  216. data/lib/nucleus_api/models/page_portfolio_asset_size_log.rb +8 -7
  217. data/lib/nucleus_api/models/page_portfolio_comment.rb +8 -7
  218. data/lib/nucleus_api/models/page_portfolio_goal.rb +8 -7
  219. data/lib/nucleus_api/models/{page_daily_withdrawal.rb → page_portfolio_holding_agg.rb} +10 -9
  220. data/lib/nucleus_api/models/page_portfolio_holding_log.rb +8 -7
  221. data/lib/nucleus_api/models/page_portfolio_transaction.rb +8 -7
  222. data/lib/nucleus_api/models/page_question.rb +8 -7
  223. data/lib/nucleus_api/models/page_questionnaire.rb +8 -7
  224. data/lib/nucleus_api/models/page_reason_code.rb +8 -7
  225. data/lib/nucleus_api/models/page_risk_profile.rb +8 -7
  226. data/lib/nucleus_api/models/page_roundup.rb +8 -7
  227. data/lib/nucleus_api/models/page_roundup_settings.rb +8 -7
  228. data/lib/nucleus_api/models/page_score.rb +8 -7
  229. data/lib/nucleus_api/models/page_security.rb +8 -7
  230. data/lib/nucleus_api/models/page_security_exclusion.rb +8 -7
  231. data/lib/nucleus_api/models/page_security_price.rb +8 -7
  232. data/lib/nucleus_api/models/page_spending_control.rb +8 -7
  233. data/lib/nucleus_api/models/page_stage.rb +8 -7
  234. data/lib/nucleus_api/models/page_transaction_code.rb +8 -7
  235. data/lib/nucleus_api/models/page_webhook.rb +8 -7
  236. data/lib/nucleus_api/models/pageable.rb +227 -0
  237. data/lib/nucleus_api/models/permission_vo.rb +8 -7
  238. data/lib/nucleus_api/models/portfolio.rb +8 -12
  239. data/lib/nucleus_api/models/portfolio_asset_size_log.rb +8 -7
  240. data/lib/nucleus_api/models/portfolio_comment.rb +8 -7
  241. data/lib/nucleus_api/models/portfolio_goal.rb +8 -7
  242. data/lib/nucleus_api/models/portfolio_goal_map.rb +8 -7
  243. data/lib/nucleus_api/models/portfolio_holding_agg.rb +8 -7
  244. data/lib/nucleus_api/models/portfolio_holding_log.rb +8 -7
  245. data/lib/nucleus_api/models/portfolio_transaction.rb +49 -8
  246. data/lib/nucleus_api/models/question.rb +36 -8
  247. data/lib/nucleus_api/models/questionnaire.rb +21 -8
  248. data/lib/nucleus_api/models/reason_code.rb +8 -7
  249. data/lib/nucleus_api/models/risk_profile.rb +8 -7
  250. data/lib/nucleus_api/models/roundup.rb +8 -7
  251. data/lib/nucleus_api/models/roundup_co.rb +8 -7
  252. data/lib/nucleus_api/models/roundup_settings.rb +8 -7
  253. data/lib/nucleus_api/models/score.rb +8 -7
  254. data/lib/nucleus_api/models/securities_composition.rb +8 -7
  255. data/lib/nucleus_api/models/securities_country.rb +8 -7
  256. data/lib/nucleus_api/models/security.rb +8 -7
  257. data/lib/nucleus_api/models/security_composition_vo.rb +8 -7
  258. data/lib/nucleus_api/models/security_country_vo.rb +8 -7
  259. data/lib/nucleus_api/models/security_exclusion.rb +8 -7
  260. data/lib/nucleus_api/models/security_price.rb +8 -7
  261. data/lib/nucleus_api/models/sort.rb +8 -7
  262. data/lib/nucleus_api/models/spending_control.rb +20 -8
  263. data/lib/nucleus_api/models/stage.rb +29 -8
  264. data/lib/nucleus_api/models/stat.rb +8 -7
  265. data/lib/nucleus_api/models/state.rb +8 -7
  266. data/lib/nucleus_api/models/statistic_resource_vo.rb +8 -7
  267. data/lib/nucleus_api/models/token_date_request.rb +8 -7
  268. data/lib/nucleus_api/models/transaction_code.rb +17 -66
  269. data/lib/nucleus_api/models/v_account_vo.rb +8 -7
  270. data/lib/nucleus_api/models/v_client_goal_view_data.rb +8 -7
  271. data/lib/nucleus_api/models/v_portfolio_vo.rb +8 -7
  272. data/lib/nucleus_api/models/webhook.rb +6 -8
  273. data/lib/nucleus_api/version.rb +3 -3
  274. data/nucleus_api.gemspec +2 -2
  275. data/spec/api/account_api_spec.rb +14 -24
  276. data/spec/api/admin_client_api_spec.rb +23 -16
  277. data/spec/api/aggregation_account_api_spec.rb +15 -2
  278. data/spec/api/allocation_api_spec.rb +2 -2
  279. data/spec/api/benchmark_api_spec.rb +5 -5
  280. data/spec/api/budget_api_spec.rb +2 -2
  281. data/spec/api/bulk_api_spec.rb +2 -2
  282. data/spec/api/business_api_spec.rb +12 -6
  283. data/spec/api/card_api_spec.rb +40 -2
  284. data/spec/api/client_api_spec.rb +77 -6
  285. data/spec/api/{customer_api_spec.rb → contact_api_spec.rb} +49 -49
  286. data/spec/api/decision_tree_api_spec.rb +7 -7
  287. data/spec/api/document_api_spec.rb +2 -2
  288. data/spec/api/financial_statement_api_spec.rb +2 -2
  289. data/spec/api/funding_api_spec.rb +43 -110
  290. data/spec/api/goal_api_spec.rb +12 -6
  291. data/spec/api/household_api_spec.rb +12 -6
  292. data/spec/api/invoice_api_spec.rb +3 -3
  293. data/spec/api/model_api_spec.rb +3 -3
  294. data/spec/api/order_api_spec.rb +2 -2
  295. data/spec/api/overflow_api_spec.rb +2 -2
  296. data/spec/api/portfolio_api_spec.rb +18 -2
  297. data/spec/api/questionnaire_api_spec.rb +2 -67
  298. data/spec/api/resource_api_spec.rb +97 -16
  299. data/spec/api/risk_profile_api_spec.rb +2 -2
  300. data/spec/api/roundup_api_spec.rb +2 -2
  301. data/spec/api/score_api_spec.rb +2 -2
  302. data/spec/api/securities_api_spec.rb +2 -2
  303. data/spec/api/spending_control_api_spec.rb +2 -2
  304. data/spec/api/utils_api_spec.rb +432 -2
  305. data/spec/api/webhook_api_spec.rb +2 -2
  306. data/spec/api_client_spec.rb +2 -2
  307. data/spec/configuration_spec.rb +5 -5
  308. data/spec/models/account_allocation_mapping_spec.rb +2 -2
  309. data/spec/models/account_map_spec.rb +2 -2
  310. data/spec/models/account_permission_vo_spec.rb +2 -2
  311. data/spec/models/account_portfolio_rebalance_request_spec.rb +2 -2
  312. data/spec/models/account_spec.rb +5 -5
  313. data/spec/models/account_status_spec.rb +2 -2
  314. data/spec/models/account_type_spec.rb +2 -2
  315. data/spec/models/acl_client_permission_vo_spec.rb +2 -2
  316. data/spec/models/admin_client_spec.rb +14 -2
  317. data/spec/models/aggregation_account_balance_spec.rb +2 -2
  318. data/spec/models/aggregation_account_holding_spec.rb +2 -2
  319. data/spec/models/aggregation_account_spec.rb +80 -2
  320. data/spec/models/aggregation_account_transaction_spec.rb +5 -13
  321. data/spec/models/aggregation_accounts_map_spec.rb +2 -2
  322. data/spec/models/allocation_aggregated_vo_spec.rb +2 -2
  323. data/spec/models/allocation_composition_aggregated_vo_spec.rb +2 -2
  324. data/spec/models/allocation_composition_model_holdings_vo_spec.rb +2 -2
  325. data/spec/models/allocation_composition_spec.rb +2 -2
  326. data/spec/models/allocation_node_map_spec.rb +2 -2
  327. data/spec/models/allocation_spec.rb +2 -2
  328. data/spec/models/answer_map_spec.rb +2 -2
  329. data/spec/models/answer_spec.rb +20 -2
  330. data/spec/models/application_spec.rb +2 -2
  331. data/spec/models/audit_log_spec.rb +2 -2
  332. data/spec/models/available_date_double_vo_spec.rb +2 -2
  333. data/spec/models/balances_spec.rb +65 -0
  334. data/spec/models/bank_credit_spec.rb +14 -2
  335. data/spec/models/bank_link_map_spec.rb +2 -2
  336. data/spec/models/bank_link_spec.rb +20 -8
  337. data/spec/models/benchmark_composition_spec.rb +2 -2
  338. data/spec/models/benchmark_spec.rb +2 -2
  339. data/spec/models/brokers_spec.rb +2 -2
  340. data/spec/models/budget_aggregation_account_spec.rb +2 -2
  341. data/spec/models/budget_object_spec.rb +2 -2
  342. data/spec/models/budget_spec.rb +8 -2
  343. data/spec/models/bulk_transaction_spec.rb +2 -2
  344. data/spec/models/bulk_transaction_vo_spec.rb +2 -2
  345. data/spec/models/business_address_spec.rb +2 -2
  346. data/spec/models/business_details_vo_spec.rb +71 -0
  347. data/spec/models/business_spec.rb +2 -2
  348. data/spec/models/card_address_spec.rb +2 -2
  349. data/spec/models/card_balance_vo_spec.rb +59 -0
  350. data/spec/models/card_details_vo_spec.rb +101 -0
  351. data/spec/models/card_program_spec.rb +2 -2
  352. data/spec/models/card_spec.rb +15 -2
  353. data/spec/models/cash_spec.rb +2 -2
  354. data/spec/models/categories_map_spec.rb +2 -2
  355. data/spec/models/check_images_spec.rb +2 -2
  356. data/spec/models/check_spec.rb +2 -2
  357. data/spec/models/client_account_mapping_spec.rb +2 -2
  358. data/spec/models/client_address_spec.rb +2 -2
  359. data/spec/models/client_business_card_vo_spec.rb +59 -0
  360. data/spec/models/client_business_total_card_balance_vo_spec.rb +53 -0
  361. data/spec/models/client_card_vo_spec.rb +77 -0
  362. data/spec/models/{category_internal_response_vo_spec.rb → client_credentials_spec.rb} +11 -11
  363. data/spec/models/client_relationship_spec.rb +2 -2
  364. data/spec/models/client_response_spec.rb +2 -2
  365. data/spec/models/client_spec.rb +2 -2
  366. data/spec/models/client_status_spec.rb +2 -2
  367. data/spec/models/client_view_goal_data_spec.rb +2 -2
  368. data/spec/models/{customer_address_spec.rb → contact_address_spec.rb} +8 -8
  369. data/spec/models/{customer_spec.rb → contact_spec.rb} +32 -8
  370. data/spec/models/country_spec.rb +8 -2
  371. data/spec/models/currency_spec.rb +2 -2
  372. data/spec/models/customer_revenue_spec.rb +11 -5
  373. data/spec/models/date_double_vo_spec.rb +2 -2
  374. data/spec/models/decision_tree_co_spec.rb +2 -2
  375. data/spec/models/decision_tree_result_vo_spec.rb +2 -2
  376. data/spec/models/decision_tree_spec.rb +2 -2
  377. data/spec/models/document_spec.rb +2 -2
  378. data/spec/models/employment_spec.rb +2 -2
  379. data/spec/models/external_account_transfer_spec.rb +2 -2
  380. data/spec/models/feature_spec.rb +2 -2
  381. data/spec/models/feature_track_spec.rb +2 -2
  382. data/spec/models/financial_statement_spec.rb +8 -2
  383. data/spec/models/funding_request_map_spec.rb +2 -2
  384. data/spec/models/funding_spec.rb +11 -5
  385. data/spec/models/{daily_deposit_spec.rb → funding_transaction_spec.rb} +12 -18
  386. data/spec/models/{v_account_asset_size_spec.rb → fx_rate_spec.rb} +12 -12
  387. data/spec/models/fx_rate_view_spec.rb +2 -2
  388. data/spec/models/goal_account_mapping_spec.rb +2 -2
  389. data/spec/models/goal_spec.rb +2 -2
  390. data/spec/models/goal_track_accounts_spec.rb +2 -2
  391. data/spec/models/goal_track_spec.rb +2 -2
  392. data/spec/models/household_spec.rb +2 -2
  393. data/spec/models/institution_spec.rb +83 -0
  394. data/spec/models/investment_spec.rb +2 -2
  395. data/spec/models/invoice_payment_spec.rb +8 -2
  396. data/spec/models/invoice_spec.rb +17 -5
  397. data/spec/models/json_node_spec.rb +2 -138
  398. data/spec/models/line_items_spec.rb +2 -2
  399. data/spec/models/location_spec.rb +2 -2
  400. data/spec/models/member_spec.rb +2 -2
  401. data/spec/models/merchant_category_code_spec.rb +8 -2
  402. data/spec/models/merchants_map_spec.rb +2 -2
  403. data/spec/models/model_asset_size_spec.rb +2 -2
  404. data/spec/models/model_comment_spec.rb +2 -2
  405. data/spec/models/model_holding_spec.rb +2 -2
  406. data/spec/models/model_holding_vo_spec.rb +2 -2
  407. data/spec/models/model_spec.rb +2 -2
  408. data/spec/models/model_transaction_spec.rb +2 -2
  409. data/spec/models/mx_merchant_res_spec.rb +4 -4
  410. data/spec/models/node_relationship_spec.rb +2 -2
  411. data/spec/models/node_spec.rb +2 -2
  412. data/spec/models/notification_client_spec.rb +2 -2
  413. data/spec/models/notification_setting_spec.rb +2 -2
  414. data/spec/models/notification_spec.rb +2 -2
  415. data/spec/models/order_bulk_spec.rb +2 -2
  416. data/spec/models/order_reconcile_request_spec.rb +2 -2
  417. data/spec/models/order_reconcile_return_object_spec.rb +2 -2
  418. data/spec/models/order_spec.rb +2 -2
  419. data/spec/models/order_status_spec.rb +2 -2
  420. data/spec/models/order_track_spec.rb +2 -2
  421. data/spec/models/order_vo_clone_spec.rb +2 -2
  422. data/spec/models/overflow_bank_link_map_spec.rb +8 -2
  423. data/spec/models/overflow_settings_spec.rb +2 -2
  424. data/spec/models/overflow_spec.rb +2 -2
  425. data/spec/models/overflow_vo_spec.rb +2 -2
  426. data/spec/models/ownership_spec.rb +2 -2
  427. data/spec/models/page_account_allocation_mapping_spec.rb +2 -2
  428. data/spec/models/page_account_permission_vo_spec.rb +2 -2
  429. data/spec/models/page_account_spec.rb +2 -2
  430. data/spec/models/page_account_status_spec.rb +2 -2
  431. data/spec/models/page_account_type_spec.rb +2 -2
  432. data/spec/models/page_admin_client_spec.rb +2 -2
  433. data/spec/models/page_aggregation_account_balance_spec.rb +2 -2
  434. data/spec/models/page_aggregation_account_holding_spec.rb +2 -2
  435. data/spec/models/page_aggregation_account_spec.rb +2 -2
  436. data/spec/models/page_aggregation_account_transaction_spec.rb +2 -2
  437. data/spec/models/page_allocation_composition_spec.rb +2 -2
  438. data/spec/models/page_allocation_spec.rb +2 -2
  439. data/spec/models/page_answer_spec.rb +2 -2
  440. data/spec/models/page_application_spec.rb +2 -2
  441. data/spec/models/page_audit_log_spec.rb +2 -2
  442. data/spec/models/page_bank_link_spec.rb +2 -2
  443. data/spec/models/page_benchmark_spec.rb +2 -2
  444. data/spec/models/page_budget_spec.rb +2 -2
  445. data/spec/models/page_business_spec.rb +2 -2
  446. data/spec/models/page_card_program_spec.rb +2 -2
  447. data/spec/models/page_card_spec.rb +2 -2
  448. data/spec/models/page_client_business_card_vo_spec.rb +89 -0
  449. data/spec/models/page_client_response_spec.rb +2 -2
  450. data/spec/models/page_client_spec.rb +2 -2
  451. data/spec/models/page_client_status_spec.rb +2 -2
  452. data/spec/models/{page_customer_spec.rb → page_contact_spec.rb} +8 -8
  453. data/spec/models/page_customer_revenue_spec.rb +2 -2
  454. data/spec/models/page_decision_tree_spec.rb +2 -2
  455. data/spec/models/page_document_spec.rb +2 -2
  456. data/spec/models/page_external_account_transfer_spec.rb +2 -2
  457. data/spec/models/page_feature_spec.rb +2 -2
  458. data/spec/models/page_feature_track_spec.rb +2 -2
  459. data/spec/models/page_financial_statement_spec.rb +2 -2
  460. data/spec/models/page_funding_spec.rb +2 -2
  461. data/spec/models/{page_v_account_asset_size_spec.rb → page_funding_transaction_spec.rb} +8 -8
  462. data/spec/models/page_goal_spec.rb +2 -2
  463. data/spec/models/page_goal_track_spec.rb +2 -2
  464. data/spec/models/page_household_spec.rb +2 -2
  465. data/spec/models/{page_daily_deposit_spec.rb → page_institution_spec.rb} +8 -8
  466. data/spec/models/page_invoice_payment_spec.rb +2 -2
  467. data/spec/models/page_invoice_spec.rb +2 -2
  468. data/spec/models/page_model_asset_size_spec.rb +2 -2
  469. data/spec/models/page_model_comment_spec.rb +2 -2
  470. data/spec/models/page_model_holding_spec.rb +2 -2
  471. data/spec/models/page_model_spec.rb +2 -2
  472. data/spec/models/page_model_transaction_spec.rb +2 -2
  473. data/spec/models/page_mx_merchant_res_spec.rb +14 -2
  474. data/spec/models/page_node_relationship_spec.rb +2 -2
  475. data/spec/models/page_node_spec.rb +2 -2
  476. data/spec/models/page_notification_client_spec.rb +2 -2
  477. data/spec/models/page_notification_setting_spec.rb +2 -2
  478. data/spec/models/page_notification_spec.rb +2 -2
  479. data/spec/models/page_order_bulk_spec.rb +2 -2
  480. data/spec/models/page_order_spec.rb +2 -2
  481. data/spec/models/page_order_status_spec.rb +2 -2
  482. data/spec/models/page_order_track_spec.rb +2 -2
  483. data/spec/models/page_overflow_settings_spec.rb +2 -2
  484. data/spec/models/page_overflow_spec.rb +2 -2
  485. data/spec/models/page_portfolio_asset_size_log_spec.rb +2 -2
  486. data/spec/models/page_portfolio_comment_spec.rb +2 -2
  487. data/spec/models/page_portfolio_goal_spec.rb +2 -2
  488. data/spec/models/{page_daily_withdrawal_spec.rb → page_portfolio_holding_agg_spec.rb} +8 -8
  489. data/spec/models/page_portfolio_holding_log_spec.rb +2 -2
  490. data/spec/models/page_portfolio_spec.rb +2 -2
  491. data/spec/models/page_portfolio_transaction_spec.rb +2 -2
  492. data/spec/models/page_question_spec.rb +2 -2
  493. data/spec/models/page_questionnaire_spec.rb +2 -2
  494. data/spec/models/page_reason_code_spec.rb +2 -2
  495. data/spec/models/page_risk_profile_spec.rb +2 -2
  496. data/spec/models/page_roundup_settings_spec.rb +2 -2
  497. data/spec/models/page_roundup_spec.rb +2 -2
  498. data/spec/models/page_score_spec.rb +2 -2
  499. data/spec/models/page_security_exclusion_spec.rb +2 -2
  500. data/spec/models/page_security_price_spec.rb +2 -2
  501. data/spec/models/page_security_spec.rb +2 -2
  502. data/spec/models/page_spending_control_spec.rb +2 -2
  503. data/spec/models/page_stage_spec.rb +2 -2
  504. data/spec/models/page_transaction_code_spec.rb +2 -2
  505. data/spec/models/page_webhook_spec.rb +2 -2
  506. data/spec/models/pageable_spec.rb +71 -0
  507. data/spec/models/permission_vo_spec.rb +2 -2
  508. data/spec/models/portfolio_asset_size_log_spec.rb +2 -2
  509. data/spec/models/portfolio_comment_spec.rb +2 -2
  510. data/spec/models/portfolio_goal_map_spec.rb +2 -2
  511. data/spec/models/portfolio_goal_spec.rb +2 -2
  512. data/spec/models/portfolio_holding_agg_spec.rb +2 -2
  513. data/spec/models/portfolio_holding_log_spec.rb +2 -2
  514. data/spec/models/portfolio_spec.rb +2 -2
  515. data/spec/models/portfolio_transaction_spec.rb +26 -2
  516. data/spec/models/question_spec.rb +20 -2
  517. data/spec/models/questionnaire_spec.rb +8 -2
  518. data/spec/models/reason_code_spec.rb +2 -2
  519. data/spec/models/risk_profile_spec.rb +2 -2
  520. data/spec/models/roundup_co_spec.rb +2 -2
  521. data/spec/models/roundup_settings_spec.rb +2 -2
  522. data/spec/models/roundup_spec.rb +2 -2
  523. data/spec/models/score_spec.rb +2 -2
  524. data/spec/models/securities_composition_spec.rb +2 -2
  525. data/spec/models/securities_country_spec.rb +2 -2
  526. data/spec/models/security_composition_vo_spec.rb +2 -2
  527. data/spec/models/security_country_vo_spec.rb +2 -2
  528. data/spec/models/security_exclusion_spec.rb +2 -2
  529. data/spec/models/security_price_spec.rb +2 -2
  530. data/spec/models/security_spec.rb +2 -2
  531. data/spec/models/sort_spec.rb +2 -2
  532. data/spec/models/spending_control_spec.rb +8 -2
  533. data/spec/models/stage_spec.rb +14 -2
  534. data/spec/models/stat_spec.rb +2 -2
  535. data/spec/models/state_spec.rb +2 -2
  536. data/spec/models/statistic_resource_vo_spec.rb +2 -2
  537. data/spec/models/token_date_request_spec.rb +2 -2
  538. data/spec/models/transaction_code_spec.rb +11 -17
  539. data/spec/models/v_account_vo_spec.rb +2 -2
  540. data/spec/models/v_client_goal_view_data_spec.rb +2 -2
  541. data/spec/models/v_portfolio_vo_spec.rb +2 -2
  542. data/spec/models/webhook_spec.rb +2 -2
  543. data/spec/spec_helper.rb +2 -2
  544. metadata +62 -316
  545. data/docs/Account.md +0 -22
  546. data/docs/AccountAllocationMapping.md +0 -17
  547. data/docs/AccountApi.md +0 -1919
  548. data/docs/AccountMap.md +0 -9
  549. data/docs/AccountPermissionVO.md +0 -9
  550. data/docs/AccountPortfolioRebalanceRequest.md +0 -21
  551. data/docs/AccountStatus.md +0 -16
  552. data/docs/AccountType.md +0 -23
  553. data/docs/AclClientPermissionVO.md +0 -10
  554. data/docs/AdminClient.md +0 -18
  555. data/docs/AdminClientApi.md +0 -309
  556. data/docs/AggregationAccount.md +0 -30
  557. data/docs/AggregationAccountApi.md +0 -1702
  558. data/docs/AggregationAccountBalance.md +0 -18
  559. data/docs/AggregationAccountHolding.md +0 -26
  560. data/docs/AggregationAccountTransaction.md +0 -23
  561. data/docs/AggregationAccountsMap.md +0 -9
  562. data/docs/Allocation.md +0 -22
  563. data/docs/AllocationAggregatedVO.md +0 -13
  564. data/docs/AllocationApi.md +0 -872
  565. data/docs/AllocationComposition.md +0 -18
  566. data/docs/AllocationCompositionAggregatedVO.md +0 -19
  567. data/docs/AllocationCompositionModelHoldingsVO.md +0 -22
  568. data/docs/AllocationNodeMap.md +0 -8
  569. data/docs/Answer.md +0 -18
  570. data/docs/AnswerMap.md +0 -8
  571. data/docs/Application.md +0 -15
  572. data/docs/ApplicationApi.md +0 -309
  573. data/docs/AuditLog.md +0 -23
  574. data/docs/AuditLogApi.md +0 -191
  575. data/docs/AvailableDateDoubleVO.md +0 -14
  576. data/docs/BankCredit.md +0 -15
  577. data/docs/BankLink.md +0 -29
  578. data/docs/BankLinkMap.md +0 -9
  579. data/docs/Benchmark.md +0 -17
  580. data/docs/BenchmarkApi.md +0 -375
  581. data/docs/BenchmarkComposition.md +0 -9
  582. data/docs/Brokers.md +0 -9
  583. data/docs/Budget.md +0 -25
  584. data/docs/BudgetAggregationAccount.md +0 -8
  585. data/docs/BudgetApi.md +0 -315
  586. data/docs/BudgetObject.md +0 -10
  587. data/docs/BulkApi.md +0 -249
  588. data/docs/BulkTransaction.md +0 -13
  589. data/docs/BulkTransactionVO.md +0 -12
  590. data/docs/Business.md +0 -32
  591. data/docs/BusinessAddress.md +0 -15
  592. data/docs/BusinessApi.md +0 -523
  593. data/docs/Card.md +0 -35
  594. data/docs/CardAddress.md +0 -14
  595. data/docs/CardApi.md +0 -754
  596. data/docs/CardProgram.md +0 -23
  597. data/docs/Cash.md +0 -10
  598. data/docs/CategoriesMap.md +0 -9
  599. data/docs/CategoryInternalResponseVO.md +0 -10
  600. data/docs/CategoryResponseVO.md +0 -9
  601. data/docs/Check.md +0 -10
  602. data/docs/CheckImages.md +0 -9
  603. data/docs/Client.md +0 -39
  604. data/docs/ClientAccountMapping.md +0 -10
  605. data/docs/ClientAddress.md +0 -15
  606. data/docs/ClientApi.md +0 -1008
  607. data/docs/ClientRelationship.md +0 -10
  608. data/docs/ClientResponse.md +0 -17
  609. data/docs/ClientStatus.md +0 -16
  610. data/docs/ClientViewGoalData.md +0 -21
  611. data/docs/Country.md +0 -12
  612. data/docs/Currency.md +0 -11
  613. data/docs/Customer.md +0 -21
  614. data/docs/CustomerAddress.md +0 -14
  615. data/docs/CustomerApi.md +0 -616
  616. data/docs/CustomerRevenue.md +0 -16
  617. data/docs/DailyDeposit.md +0 -28
  618. data/docs/DailyWithdrawal.md +0 -29
  619. data/docs/DateDoubleVO.md +0 -10
  620. data/docs/DecisionTree.md +0 -17
  621. data/docs/DecisionTreeApi.md +0 -971
  622. data/docs/DecisionTreeCO.md +0 -9
  623. data/docs/DecisionTreeResultVO.md +0 -9
  624. data/docs/Document.md +0 -30
  625. data/docs/DocumentApi.md +0 -309
  626. data/docs/Employment.md +0 -11
  627. data/docs/ExternalAccountTransfer.md +0 -28
  628. data/docs/Feature.md +0 -18
  629. data/docs/FeatureApi.md +0 -610
  630. data/docs/FeatureTrack.md +0 -14
  631. data/docs/FinancialStatement.md +0 -23
  632. data/docs/FinancialStatementApi.md +0 -315
  633. data/docs/Funding.md +0 -37
  634. data/docs/FundingApi.md +0 -1601
  635. data/docs/FundingRequestMap.md +0 -8
  636. data/docs/FxRateView.md +0 -11
  637. data/docs/Goal.md +0 -24
  638. data/docs/GoalAccountMapping.md +0 -11
  639. data/docs/GoalApi.md +0 -841
  640. data/docs/GoalTrack.md +0 -26
  641. data/docs/GoalTrackAccounts.md +0 -8
  642. data/docs/Household.md +0 -18
  643. data/docs/HouseholdApi.md +0 -523
  644. data/docs/Investment.md +0 -16
  645. data/docs/Invoice.md +0 -32
  646. data/docs/InvoiceApi.md +0 -622
  647. data/docs/InvoicePayment.md +0 -15
  648. data/docs/JsonNode.md +0 -29
  649. data/docs/LineItems.md +0 -15
  650. data/docs/Location.md +0 -15
  651. data/docs/MXMerchantRes.md +0 -14
  652. data/docs/Member.md +0 -11
  653. data/docs/MerchantCategoryCode.md +0 -11
  654. data/docs/MerchantsMap.md +0 -9
  655. data/docs/Model.md +0 -29
  656. data/docs/ModelApi.md +0 -1580
  657. data/docs/ModelAssetSize.md +0 -16
  658. data/docs/ModelComment.md +0 -15
  659. data/docs/ModelHolding.md +0 -25
  660. data/docs/ModelHoldingVO.md +0 -11
  661. data/docs/ModelTransaction.md +0 -17
  662. data/docs/Node.md +0 -15
  663. data/docs/NodeRelationship.md +0 -18
  664. data/docs/Notification.md +0 -20
  665. data/docs/NotificationApi.md +0 -911
  666. data/docs/NotificationClient.md +0 -19
  667. data/docs/NotificationSetting.md +0 -19
  668. data/docs/Order.md +0 -27
  669. data/docs/OrderApi.md +0 -1764
  670. data/docs/OrderBulk.md +0 -18
  671. data/docs/OrderReconcileRequest.md +0 -12
  672. data/docs/OrderReconcileReturnObject.md +0 -12
  673. data/docs/OrderStatus.md +0 -14
  674. data/docs/OrderTrack.md +0 -20
  675. data/docs/OrderVoClone.md +0 -20
  676. data/docs/Overflow.md +0 -16
  677. data/docs/OverflowApi.md +0 -492
  678. data/docs/OverflowBankLinkMap.md +0 -9
  679. data/docs/OverflowSettings.md +0 -17
  680. data/docs/OverflowVO.md +0 -10
  681. data/docs/Ownership.md +0 -12
  682. data/docs/PageAccount.md +0 -16
  683. data/docs/PageAccountAllocationMapping.md +0 -16
  684. data/docs/PageAccountPermissionVO.md +0 -16
  685. data/docs/PageAccountStatus.md +0 -16
  686. data/docs/PageAccountType.md +0 -16
  687. data/docs/PageAdminClient.md +0 -16
  688. data/docs/PageAggregationAccount.md +0 -16
  689. data/docs/PageAggregationAccountBalance.md +0 -16
  690. data/docs/PageAggregationAccountHolding.md +0 -16
  691. data/docs/PageAggregationAccountTransaction.md +0 -16
  692. data/docs/PageAllocation.md +0 -16
  693. data/docs/PageAllocationComposition.md +0 -16
  694. data/docs/PageAnswer.md +0 -16
  695. data/docs/PageApplication.md +0 -16
  696. data/docs/PageAuditLog.md +0 -16
  697. data/docs/PageBankLink.md +0 -16
  698. data/docs/PageBenchmark.md +0 -16
  699. data/docs/PageBudget.md +0 -16
  700. data/docs/PageBusiness.md +0 -16
  701. data/docs/PageCard.md +0 -16
  702. data/docs/PageCardProgram.md +0 -16
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  704. data/docs/PageClientResponse.md +0 -16
  705. data/docs/PageClientStatus.md +0 -16
  706. data/docs/PageCustomer.md +0 -16
  707. data/docs/PageCustomerRevenue.md +0 -16
  708. data/docs/PageDailyDeposit.md +0 -16
  709. data/docs/PageDailyWithdrawal.md +0 -16
  710. data/docs/PageDecisionTree.md +0 -16
  711. data/docs/PageDocument.md +0 -16
  712. data/docs/PageExternalAccountTransfer.md +0 -16
  713. data/docs/PageFeature.md +0 -16
  714. data/docs/PageFeatureTrack.md +0 -16
  715. data/docs/PageFinancialStatement.md +0 -16
  716. data/docs/PageFunding.md +0 -16
  717. data/docs/PageGoal.md +0 -16
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  719. data/docs/PageHousehold.md +0 -16
  720. data/docs/PageInvoice.md +0 -16
  721. data/docs/PageInvoicePayment.md +0 -16
  722. data/docs/PageMXMerchantRes.md +0 -16
  723. data/docs/PageModel.md +0 -16
  724. data/docs/PageModelAssetSize.md +0 -16
  725. data/docs/PageModelComment.md +0 -16
  726. data/docs/PageModelHolding.md +0 -16
  727. data/docs/PageModelTransaction.md +0 -16
  728. data/docs/PageNode.md +0 -16
  729. data/docs/PageNodeRelationship.md +0 -16
  730. data/docs/PageNotification.md +0 -16
  731. data/docs/PageNotificationClient.md +0 -16
  732. data/docs/PageNotificationSetting.md +0 -16
  733. data/docs/PageOrder.md +0 -16
  734. data/docs/PageOrderBulk.md +0 -16
  735. data/docs/PageOrderStatus.md +0 -16
  736. data/docs/PageOrderTrack.md +0 -16
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  738. data/docs/PageOverflowSettings.md +0 -16
  739. data/docs/PagePortfolio.md +0 -16
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  741. data/docs/PagePortfolioComment.md +0 -16
  742. data/docs/PagePortfolioGoal.md +0 -16
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  744. data/docs/PagePortfolioTransaction.md +0 -16
  745. data/docs/PageQuestion.md +0 -16
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  747. data/docs/PageReasonCode.md +0 -16
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  749. data/docs/PageRoundup.md +0 -16
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  751. data/docs/PageScore.md +0 -16
  752. data/docs/PageSecurity.md +0 -16
  753. data/docs/PageSecurityExclusion.md +0 -16
  754. data/docs/PageSecurityPrice.md +0 -16
  755. data/docs/PageSpendingControl.md +0 -16
  756. data/docs/PageStage.md +0 -16
  757. data/docs/PageTransactionCode.md +0 -16
  758. data/docs/PageVAccountAssetSize.md +0 -16
  759. data/docs/PageWebhook.md +0 -16
  760. data/docs/PerformanceApi.md +0 -973
  761. data/docs/PermissionVO.md +0 -9
  762. data/docs/Portfolio.md +0 -22
  763. data/docs/PortfolioApi.md +0 -1902
  764. data/docs/PortfolioAssetSizeLog.md +0 -20
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  777. data/docs/RiskProfileApi.md +0 -309
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  809. data/lib/nucleus_api/api/audit_log_api.rb +0 -190
  810. data/lib/nucleus_api/api/feature_api.rb +0 -579
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  815. data/spec/api/audit_log_api_spec.rb +0 -75
  816. data/spec/api/feature_api_spec.rb +0 -165
  817. data/spec/api/notification_api_spec.rb +0 -230
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@@ -1,1702 +0,0 @@
1
- # NucleusApi::AggregationAccountApi
2
-
3
- All URIs are relative to *https://sandbox.hydrogenplatform.com/nucleus/v1*
4
-
5
- Method | HTTP request | Description
6
- ------------- | ------------- | -------------
7
- [**create_aggregation_account_balance_bulk_using_post**](AggregationAccountApi.md#create_aggregation_account_balance_bulk_using_post) | **POST** /bulk_aggregation_account_balance | Create a bulk aggregation account balance
8
- [**create_aggregation_account_balance_using_post**](AggregationAccountApi.md#create_aggregation_account_balance_using_post) | **POST** /aggregation_account_balance | Create an aggregation account balance
9
- [**create_aggregation_account_bulk_using_post**](AggregationAccountApi.md#create_aggregation_account_bulk_using_post) | **POST** /bulk_aggregation_account | Create a bulk aggregation account
10
- [**create_aggregation_account_holding_bulk_using_post**](AggregationAccountApi.md#create_aggregation_account_holding_bulk_using_post) | **POST** /bulk_aggregation_account_holding | Create a bulk aggregation account holding
11
- [**create_aggregation_account_holding_using_post**](AggregationAccountApi.md#create_aggregation_account_holding_using_post) | **POST** /aggregation_account_holding | Create an aggregation account holding
12
- [**create_aggregation_account_transaction_bulk_using_post**](AggregationAccountApi.md#create_aggregation_account_transaction_bulk_using_post) | **POST** /bulk_aggregation_account_transaction | Create a bulk aggregation account transaction
13
- [**create_aggregation_account_transaction_using_post**](AggregationAccountApi.md#create_aggregation_account_transaction_using_post) | **POST** /aggregation_account_transaction | Create an aggregation account transaction
14
- [**create_aggregation_account_using_post**](AggregationAccountApi.md#create_aggregation_account_using_post) | **POST** /aggregation_account | Create an aggregation account
15
- [**delete_aggregation_account_balance_using_delete**](AggregationAccountApi.md#delete_aggregation_account_balance_using_delete) | **DELETE** /aggregation_account_balance/{aggregation_account_balance_id} | Delete an aggregation account balance
16
- [**delete_aggregation_account_holding_using_delete**](AggregationAccountApi.md#delete_aggregation_account_holding_using_delete) | **DELETE** /aggregation_account_holding/{aggregation_account_holding_id} | Delete an aggregation account holding
17
- [**delete_aggregation_account_transaction_using_delete**](AggregationAccountApi.md#delete_aggregation_account_transaction_using_delete) | **DELETE** /aggregation_account_transaction/{aggregation_account_transaction_id} | Delete an aggregation account transaction
18
- [**delete_aggregation_account_using_delete**](AggregationAccountApi.md#delete_aggregation_account_using_delete) | **DELETE** /aggregation_account/{aggregation_account_id} | Delete an aggregation account
19
- [**get_aggregation_account_aggregate_data_using_get**](AggregationAccountApi.md#get_aggregation_account_aggregate_data_using_get) | **GET** /aggregation_account/{aggregation_account_id}/aggregate_data | Retrieve an aggregation account aggregate data
20
- [**get_aggregation_account_all_using_get**](AggregationAccountApi.md#get_aggregation_account_all_using_get) | **GET** /aggregation_account | List all aggregation accounts
21
- [**get_aggregation_account_balance_all_using_get**](AggregationAccountApi.md#get_aggregation_account_balance_all_using_get) | **GET** /aggregation_account_balance | List all aggregation account balances
22
- [**get_aggregation_account_balance_using_get**](AggregationAccountApi.md#get_aggregation_account_balance_using_get) | **GET** /aggregation_account_balance/{aggregation_account_balance_id} | Retrieve an aggregation account balance
23
- [**get_aggregation_account_holding_all_using_get**](AggregationAccountApi.md#get_aggregation_account_holding_all_using_get) | **GET** /aggregation_account_holding | List all aggregation account holdings
24
- [**get_aggregation_account_holding_using_get**](AggregationAccountApi.md#get_aggregation_account_holding_using_get) | **GET** /aggregation_account_holding/{aggregation_account_holding_id} | Retrieve an aggregation account holding
25
- [**get_aggregation_account_overview_using_get**](AggregationAccountApi.md#get_aggregation_account_overview_using_get) | **GET** /client/{client_id}/aggregation_account_overview | Retrieve an aggregation account aggregate data
26
- [**get_aggregation_account_transaction_all_using_get**](AggregationAccountApi.md#get_aggregation_account_transaction_all_using_get) | **GET** /aggregation_account_transaction | List all aggregation account transactions
27
- [**get_aggregation_account_transaction_using_get**](AggregationAccountApi.md#get_aggregation_account_transaction_using_get) | **GET** /aggregation_account_transaction/{aggregation_account_transaction_id} | Retrieve an aggregation account transaction
28
- [**get_aggregation_account_using_get**](AggregationAccountApi.md#get_aggregation_account_using_get) | **GET** /aggregation_account/{aggregation_account_id} | Retrieve an aggregation account
29
- [**update_aggregation_account_balance_using_put**](AggregationAccountApi.md#update_aggregation_account_balance_using_put) | **PUT** /aggregation_account_balance/{aggregation_account_balance_id} | Update an aggregation account balance
30
- [**update_aggregation_account_bulk_using_put**](AggregationAccountApi.md#update_aggregation_account_bulk_using_put) | **PUT** /bulk_aggregation_account | Update a bulk aggregation account
31
- [**update_aggregation_account_holding_bulk_using_put**](AggregationAccountApi.md#update_aggregation_account_holding_bulk_using_put) | **PUT** /bulk_aggregation_account_holding | Update an bulk aggregation account holding
32
- [**update_aggregation_account_holding_using_put**](AggregationAccountApi.md#update_aggregation_account_holding_using_put) | **PUT** /aggregation_account_holding/{aggregation_account_holding_id} | Update an aggregation account holding
33
- [**update_aggregation_account_transaction_using_put**](AggregationAccountApi.md#update_aggregation_account_transaction_using_put) | **PUT** /aggregation_account_transaction/{aggregation_account_transaction_id} | Update an aggregation account transaction
34
- [**update_aggregation_account_using_put**](AggregationAccountApi.md#update_aggregation_account_using_put) | **PUT** /aggregation_account/{aggregation_account_id} | Update an aggregation account
35
-
36
-
37
- # **create_aggregation_account_balance_bulk_using_post**
38
- > Array<AggregationAccountBalance> create_aggregation_account_balance_bulk_using_post(aggregation_account_balance)
39
-
40
- Create a bulk aggregation account balance
41
-
42
- Create a balance records under an aggregation accounts.
43
-
44
- ### Example
45
- ```ruby
46
- # load the gem
47
- require 'nucleus_api'
48
- # Setup authorization
49
- NucleusApi.configure do |config|
50
- # Use one of the below method to generate oauth token
51
- # Creating a token for grant_type=client_credentials
52
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
53
- # Creating a token for grant_type=password
54
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
55
- # Creating a token using client token
56
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
57
- end
58
-
59
- api_instance = NucleusApi::AggregationAccountApi.new
60
-
61
- aggregation_account_balance = [NucleusApi::AggregationAccountBalance.new] # Array<AggregationAccountBalance> | aggregationAccountBalance
62
-
63
-
64
- begin
65
- #Create a bulk aggregation account balance
66
- result = api_instance.create_aggregation_account_balance_bulk_using_post(aggregation_account_balance)
67
- p result
68
- rescue NucleusApi::ApiError => e
69
- puts "Exception when calling AggregationAccountApi->create_aggregation_account_balance_bulk_using_post: #{e}"
70
- end
71
- ```
72
-
73
- ### Parameters
74
-
75
- Name | Type | Description | Notes
76
- ------------- | ------------- | ------------- | -------------
77
- **aggregation_account_balance** | [**Array&lt;AggregationAccountBalance&gt;**](AggregationAccountBalance.md)| aggregationAccountBalance |
78
-
79
- ### Return type
80
-
81
- [**Array&lt;AggregationAccountBalance&gt;**](AggregationAccountBalance.md)
82
-
83
- ### Authorization
84
-
85
- [oauth2](../README.md#oauth2)
86
-
87
- ### HTTP request headers
88
-
89
- - **Content-Type**: application/json
90
- - **Accept**: */*
91
-
92
-
93
-
94
- # **create_aggregation_account_balance_using_post**
95
- > AggregationAccountBalance create_aggregation_account_balance_using_post(aggregation_account_balance)
96
-
97
- Create an aggregation account balance
98
-
99
- Create a balance record under an aggregation account.
100
-
101
- ### Example
102
- ```ruby
103
- # load the gem
104
- require 'nucleus_api'
105
- # Setup authorization
106
- NucleusApi.configure do |config|
107
- # Use one of the below method to generate oauth token
108
- # Creating a token for grant_type=client_credentials
109
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
110
- # Creating a token for grant_type=password
111
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
112
- # Creating a token using client token
113
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
114
- end
115
-
116
- api_instance = NucleusApi::AggregationAccountApi.new
117
-
118
- aggregation_account_balance = NucleusApi::AggregationAccountBalance.new # AggregationAccountBalance | aggregationAccountBalance
119
-
120
-
121
- begin
122
- #Create an aggregation account balance
123
- result = api_instance.create_aggregation_account_balance_using_post(aggregation_account_balance)
124
- p result
125
- rescue NucleusApi::ApiError => e
126
- puts "Exception when calling AggregationAccountApi->create_aggregation_account_balance_using_post: #{e}"
127
- end
128
- ```
129
-
130
- ### Parameters
131
-
132
- Name | Type | Description | Notes
133
- ------------- | ------------- | ------------- | -------------
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- **aggregation_account_balance** | [**AggregationAccountBalance**](AggregationAccountBalance.md)| aggregationAccountBalance |
135
-
136
- ### Return type
137
-
138
- [**AggregationAccountBalance**](AggregationAccountBalance.md)
139
-
140
- ### Authorization
141
-
142
- [oauth2](../README.md#oauth2)
143
-
144
- ### HTTP request headers
145
-
146
- - **Content-Type**: application/json
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- - **Accept**: */*
148
-
149
-
150
-
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- # **create_aggregation_account_bulk_using_post**
152
- > Array&lt;AggregationAccount&gt; create_aggregation_account_bulk_using_post(aggregation_account_list)
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-
154
- Create a bulk aggregation account
155
-
156
- Create a bulk aggregation account under a client.
157
-
158
- ### Example
159
- ```ruby
160
- # load the gem
161
- require 'nucleus_api'
162
- # Setup authorization
163
- NucleusApi.configure do |config|
164
- # Use one of the below method to generate oauth token
165
- # Creating a token for grant_type=client_credentials
166
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
167
- # Creating a token for grant_type=password
168
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
169
- # Creating a token using client token
170
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
171
- end
172
-
173
- api_instance = NucleusApi::AggregationAccountApi.new
174
-
175
- aggregation_account_list = [NucleusApi::AggregationAccount.new] # Array<AggregationAccount> | aggregationAccountList
176
-
177
-
178
- begin
179
- #Create a bulk aggregation account
180
- result = api_instance.create_aggregation_account_bulk_using_post(aggregation_account_list)
181
- p result
182
- rescue NucleusApi::ApiError => e
183
- puts "Exception when calling AggregationAccountApi->create_aggregation_account_bulk_using_post: #{e}"
184
- end
185
- ```
186
-
187
- ### Parameters
188
-
189
- Name | Type | Description | Notes
190
- ------------- | ------------- | ------------- | -------------
191
- **aggregation_account_list** | [**Array&lt;AggregationAccount&gt;**](AggregationAccount.md)| aggregationAccountList |
192
-
193
- ### Return type
194
-
195
- [**Array&lt;AggregationAccount&gt;**](AggregationAccount.md)
196
-
197
- ### Authorization
198
-
199
- [oauth2](../README.md#oauth2)
200
-
201
- ### HTTP request headers
202
-
203
- - **Content-Type**: application/json
204
- - **Accept**: */*
205
-
206
-
207
-
208
- # **create_aggregation_account_holding_bulk_using_post**
209
- > Array&lt;AggregationAccountHolding&gt; create_aggregation_account_holding_bulk_using_post(aggregation_transaction)
210
-
211
- Create a bulk aggregation account holding
212
-
213
- Create a bulk aggregation account holding.
214
-
215
- ### Example
216
- ```ruby
217
- # load the gem
218
- require 'nucleus_api'
219
- # Setup authorization
220
- NucleusApi.configure do |config|
221
- # Use one of the below method to generate oauth token
222
- # Creating a token for grant_type=client_credentials
223
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
224
- # Creating a token for grant_type=password
225
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
226
- # Creating a token using client token
227
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
228
- end
229
-
230
- api_instance = NucleusApi::AggregationAccountApi.new
231
-
232
- aggregation_transaction = [NucleusApi::AggregationAccountHolding.new] # Array<AggregationAccountHolding> | aggregationTransaction
233
-
234
-
235
- begin
236
- #Create a bulk aggregation account holding
237
- result = api_instance.create_aggregation_account_holding_bulk_using_post(aggregation_transaction)
238
- p result
239
- rescue NucleusApi::ApiError => e
240
- puts "Exception when calling AggregationAccountApi->create_aggregation_account_holding_bulk_using_post: #{e}"
241
- end
242
- ```
243
-
244
- ### Parameters
245
-
246
- Name | Type | Description | Notes
247
- ------------- | ------------- | ------------- | -------------
248
- **aggregation_transaction** | [**Array&lt;AggregationAccountHolding&gt;**](AggregationAccountHolding.md)| aggregationTransaction |
249
-
250
- ### Return type
251
-
252
- [**Array&lt;AggregationAccountHolding&gt;**](AggregationAccountHolding.md)
253
-
254
- ### Authorization
255
-
256
- [oauth2](../README.md#oauth2)
257
-
258
- ### HTTP request headers
259
-
260
- - **Content-Type**: application/json
261
- - **Accept**: */*
262
-
263
-
264
-
265
- # **create_aggregation_account_holding_using_post**
266
- > AggregationAccountHolding create_aggregation_account_holding_using_post(aggregation_account_holding)
267
-
268
- Create an aggregation account holding
269
-
270
- Create a holding record under an aggregation account.
271
-
272
- ### Example
273
- ```ruby
274
- # load the gem
275
- require 'nucleus_api'
276
- # Setup authorization
277
- NucleusApi.configure do |config|
278
- # Use one of the below method to generate oauth token
279
- # Creating a token for grant_type=client_credentials
280
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
281
- # Creating a token for grant_type=password
282
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
283
- # Creating a token using client token
284
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
285
- end
286
-
287
- api_instance = NucleusApi::AggregationAccountApi.new
288
-
289
- aggregation_account_holding = NucleusApi::AggregationAccountHolding.new # AggregationAccountHolding | aggregationAccountHolding
290
-
291
-
292
- begin
293
- #Create an aggregation account holding
294
- result = api_instance.create_aggregation_account_holding_using_post(aggregation_account_holding)
295
- p result
296
- rescue NucleusApi::ApiError => e
297
- puts "Exception when calling AggregationAccountApi->create_aggregation_account_holding_using_post: #{e}"
298
- end
299
- ```
300
-
301
- ### Parameters
302
-
303
- Name | Type | Description | Notes
304
- ------------- | ------------- | ------------- | -------------
305
- **aggregation_account_holding** | [**AggregationAccountHolding**](AggregationAccountHolding.md)| aggregationAccountHolding |
306
-
307
- ### Return type
308
-
309
- [**AggregationAccountHolding**](AggregationAccountHolding.md)
310
-
311
- ### Authorization
312
-
313
- [oauth2](../README.md#oauth2)
314
-
315
- ### HTTP request headers
316
-
317
- - **Content-Type**: application/json
318
- - **Accept**: */*
319
-
320
-
321
-
322
- # **create_aggregation_account_transaction_bulk_using_post**
323
- > Array&lt;AggregationAccountTransaction&gt; create_aggregation_account_transaction_bulk_using_post(aggregation_account_transactions)
324
-
325
- Create a bulk aggregation account transaction
326
-
327
- Create a bulk transaction record under an aggregation account.
328
-
329
- ### Example
330
- ```ruby
331
- # load the gem
332
- require 'nucleus_api'
333
- # Setup authorization
334
- NucleusApi.configure do |config|
335
- # Use one of the below method to generate oauth token
336
- # Creating a token for grant_type=client_credentials
337
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
338
- # Creating a token for grant_type=password
339
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
340
- # Creating a token using client token
341
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
342
- end
343
-
344
- api_instance = NucleusApi::AggregationAccountApi.new
345
-
346
- aggregation_account_transactions = [NucleusApi::AggregationAccountTransaction.new] # Array<AggregationAccountTransaction> | aggregationAccountTransactions
347
-
348
-
349
- begin
350
- #Create a bulk aggregation account transaction
351
- result = api_instance.create_aggregation_account_transaction_bulk_using_post(aggregation_account_transactions)
352
- p result
353
- rescue NucleusApi::ApiError => e
354
- puts "Exception when calling AggregationAccountApi->create_aggregation_account_transaction_bulk_using_post: #{e}"
355
- end
356
- ```
357
-
358
- ### Parameters
359
-
360
- Name | Type | Description | Notes
361
- ------------- | ------------- | ------------- | -------------
362
- **aggregation_account_transactions** | [**Array&lt;AggregationAccountTransaction&gt;**](AggregationAccountTransaction.md)| aggregationAccountTransactions |
363
-
364
- ### Return type
365
-
366
- [**Array&lt;AggregationAccountTransaction&gt;**](AggregationAccountTransaction.md)
367
-
368
- ### Authorization
369
-
370
- [oauth2](../README.md#oauth2)
371
-
372
- ### HTTP request headers
373
-
374
- - **Content-Type**: application/json
375
- - **Accept**: */*
376
-
377
-
378
-
379
- # **create_aggregation_account_transaction_using_post**
380
- > AggregationAccountTransaction create_aggregation_account_transaction_using_post(aggregation_account_transaction)
381
-
382
- Create an aggregation account transaction
383
-
384
- Create a transaction record under an aggregation account.
385
-
386
- ### Example
387
- ```ruby
388
- # load the gem
389
- require 'nucleus_api'
390
- # Setup authorization
391
- NucleusApi.configure do |config|
392
- # Use one of the below method to generate oauth token
393
- # Creating a token for grant_type=client_credentials
394
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
395
- # Creating a token for grant_type=password
396
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
397
- # Creating a token using client token
398
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
399
- end
400
-
401
- api_instance = NucleusApi::AggregationAccountApi.new
402
-
403
- aggregation_account_transaction = NucleusApi::AggregationAccountTransaction.new # AggregationAccountTransaction | aggregationAccountTransaction
404
-
405
-
406
- begin
407
- #Create an aggregation account transaction
408
- result = api_instance.create_aggregation_account_transaction_using_post(aggregation_account_transaction)
409
- p result
410
- rescue NucleusApi::ApiError => e
411
- puts "Exception when calling AggregationAccountApi->create_aggregation_account_transaction_using_post: #{e}"
412
- end
413
- ```
414
-
415
- ### Parameters
416
-
417
- Name | Type | Description | Notes
418
- ------------- | ------------- | ------------- | -------------
419
- **aggregation_account_transaction** | [**AggregationAccountTransaction**](AggregationAccountTransaction.md)| aggregationAccountTransaction |
420
-
421
- ### Return type
422
-
423
- [**AggregationAccountTransaction**](AggregationAccountTransaction.md)
424
-
425
- ### Authorization
426
-
427
- [oauth2](../README.md#oauth2)
428
-
429
- ### HTTP request headers
430
-
431
- - **Content-Type**: application/json
432
- - **Accept**: */*
433
-
434
-
435
-
436
- # **create_aggregation_account_using_post**
437
- > AggregationAccount create_aggregation_account_using_post(aggregation_account)
438
-
439
- Create an aggregation account
440
-
441
- Create an aggregation account under a client.
442
-
443
- ### Example
444
- ```ruby
445
- # load the gem
446
- require 'nucleus_api'
447
- # Setup authorization
448
- NucleusApi.configure do |config|
449
- # Use one of the below method to generate oauth token
450
- # Creating a token for grant_type=client_credentials
451
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
452
- # Creating a token for grant_type=password
453
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
454
- # Creating a token using client token
455
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
456
- end
457
-
458
- api_instance = NucleusApi::AggregationAccountApi.new
459
-
460
- aggregation_account = NucleusApi::AggregationAccount.new # AggregationAccount | aggregationAccount
461
-
462
-
463
- begin
464
- #Create an aggregation account
465
- result = api_instance.create_aggregation_account_using_post(aggregation_account)
466
- p result
467
- rescue NucleusApi::ApiError => e
468
- puts "Exception when calling AggregationAccountApi->create_aggregation_account_using_post: #{e}"
469
- end
470
- ```
471
-
472
- ### Parameters
473
-
474
- Name | Type | Description | Notes
475
- ------------- | ------------- | ------------- | -------------
476
- **aggregation_account** | [**AggregationAccount**](AggregationAccount.md)| aggregationAccount |
477
-
478
- ### Return type
479
-
480
- [**AggregationAccount**](AggregationAccount.md)
481
-
482
- ### Authorization
483
-
484
- [oauth2](../README.md#oauth2)
485
-
486
- ### HTTP request headers
487
-
488
- - **Content-Type**: application/json
489
- - **Accept**: */*
490
-
491
-
492
-
493
- # **delete_aggregation_account_balance_using_delete**
494
- > delete_aggregation_account_balance_using_delete(aggregation_account_balance_id)
495
-
496
- Delete an aggregation account balance
497
-
498
- Permanently delete a balance record for an aggregation account.
499
-
500
- ### Example
501
- ```ruby
502
- # load the gem
503
- require 'nucleus_api'
504
- # Setup authorization
505
- NucleusApi.configure do |config|
506
- # Use one of the below method to generate oauth token
507
- # Creating a token for grant_type=client_credentials
508
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
509
- # Creating a token for grant_type=password
510
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
511
- # Creating a token using client token
512
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
513
- end
514
-
515
- api_instance = NucleusApi::AggregationAccountApi.new
516
-
517
- aggregation_account_balance_id = 'aggregation_account_balance_id_example' # String | UUID aggregation_account_balance_id
518
-
519
-
520
- begin
521
- #Delete an aggregation account balance
522
- api_instance.delete_aggregation_account_balance_using_delete(aggregation_account_balance_id)
523
- rescue NucleusApi::ApiError => e
524
- puts "Exception when calling AggregationAccountApi->delete_aggregation_account_balance_using_delete: #{e}"
525
- end
526
- ```
527
-
528
- ### Parameters
529
-
530
- Name | Type | Description | Notes
531
- ------------- | ------------- | ------------- | -------------
532
- **aggregation_account_balance_id** | [**String**](.md)| UUID aggregation_account_balance_id |
533
-
534
- ### Return type
535
-
536
- nil (empty response body)
537
-
538
- ### Authorization
539
-
540
- [oauth2](../README.md#oauth2)
541
-
542
- ### HTTP request headers
543
-
544
- - **Content-Type**: Not defined
545
- - **Accept**: */*
546
-
547
-
548
-
549
- # **delete_aggregation_account_holding_using_delete**
550
- > delete_aggregation_account_holding_using_delete(aggregation_account_holding_id)
551
-
552
- Delete an aggregation account holding
553
-
554
- Permanently delete a holding record for an aggregation account.
555
-
556
- ### Example
557
- ```ruby
558
- # load the gem
559
- require 'nucleus_api'
560
- # Setup authorization
561
- NucleusApi.configure do |config|
562
- # Use one of the below method to generate oauth token
563
- # Creating a token for grant_type=client_credentials
564
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
565
- # Creating a token for grant_type=password
566
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
567
- # Creating a token using client token
568
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
569
- end
570
-
571
- api_instance = NucleusApi::AggregationAccountApi.new
572
-
573
- aggregation_account_holding_id = 'aggregation_account_holding_id_example' # String | UUID aggregation_account_holding_id
574
-
575
-
576
- begin
577
- #Delete an aggregation account holding
578
- api_instance.delete_aggregation_account_holding_using_delete(aggregation_account_holding_id)
579
- rescue NucleusApi::ApiError => e
580
- puts "Exception when calling AggregationAccountApi->delete_aggregation_account_holding_using_delete: #{e}"
581
- end
582
- ```
583
-
584
- ### Parameters
585
-
586
- Name | Type | Description | Notes
587
- ------------- | ------------- | ------------- | -------------
588
- **aggregation_account_holding_id** | [**String**](.md)| UUID aggregation_account_holding_id |
589
-
590
- ### Return type
591
-
592
- nil (empty response body)
593
-
594
- ### Authorization
595
-
596
- [oauth2](../README.md#oauth2)
597
-
598
- ### HTTP request headers
599
-
600
- - **Content-Type**: Not defined
601
- - **Accept**: */*
602
-
603
-
604
-
605
- # **delete_aggregation_account_transaction_using_delete**
606
- > delete_aggregation_account_transaction_using_delete(aggregation_account_transaction_id)
607
-
608
- Delete an aggregation account transaction
609
-
610
- Permanently delete a transaction record for an aggregation account.
611
-
612
- ### Example
613
- ```ruby
614
- # load the gem
615
- require 'nucleus_api'
616
- # Setup authorization
617
- NucleusApi.configure do |config|
618
- # Use one of the below method to generate oauth token
619
- # Creating a token for grant_type=client_credentials
620
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
621
- # Creating a token for grant_type=password
622
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
623
- # Creating a token using client token
624
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
625
- end
626
-
627
- api_instance = NucleusApi::AggregationAccountApi.new
628
-
629
- aggregation_account_transaction_id = 'aggregation_account_transaction_id_example' # String | UUID aggregation_account_transaction_id
630
-
631
-
632
- begin
633
- #Delete an aggregation account transaction
634
- api_instance.delete_aggregation_account_transaction_using_delete(aggregation_account_transaction_id)
635
- rescue NucleusApi::ApiError => e
636
- puts "Exception when calling AggregationAccountApi->delete_aggregation_account_transaction_using_delete: #{e}"
637
- end
638
- ```
639
-
640
- ### Parameters
641
-
642
- Name | Type | Description | Notes
643
- ------------- | ------------- | ------------- | -------------
644
- **aggregation_account_transaction_id** | [**String**](.md)| UUID aggregation_account_transaction_id |
645
-
646
- ### Return type
647
-
648
- nil (empty response body)
649
-
650
- ### Authorization
651
-
652
- [oauth2](../README.md#oauth2)
653
-
654
- ### HTTP request headers
655
-
656
- - **Content-Type**: Not defined
657
- - **Accept**: */*
658
-
659
-
660
-
661
- # **delete_aggregation_account_using_delete**
662
- > delete_aggregation_account_using_delete(aggregation_account_id)
663
-
664
- Delete an aggregation account
665
-
666
- Permanently delete an aggregation account under a client.
667
-
668
- ### Example
669
- ```ruby
670
- # load the gem
671
- require 'nucleus_api'
672
- # Setup authorization
673
- NucleusApi.configure do |config|
674
- # Use one of the below method to generate oauth token
675
- # Creating a token for grant_type=client_credentials
676
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
677
- # Creating a token for grant_type=password
678
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
679
- # Creating a token using client token
680
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
681
- end
682
-
683
- api_instance = NucleusApi::AggregationAccountApi.new
684
-
685
- aggregation_account_id = 'aggregation_account_id_example' # String | UUID aggregation_account_id
686
-
687
-
688
- begin
689
- #Delete an aggregation account
690
- api_instance.delete_aggregation_account_using_delete(aggregation_account_id)
691
- rescue NucleusApi::ApiError => e
692
- puts "Exception when calling AggregationAccountApi->delete_aggregation_account_using_delete: #{e}"
693
- end
694
- ```
695
-
696
- ### Parameters
697
-
698
- Name | Type | Description | Notes
699
- ------------- | ------------- | ------------- | -------------
700
- **aggregation_account_id** | [**String**](.md)| UUID aggregation_account_id |
701
-
702
- ### Return type
703
-
704
- nil (empty response body)
705
-
706
- ### Authorization
707
-
708
- [oauth2](../README.md#oauth2)
709
-
710
- ### HTTP request headers
711
-
712
- - **Content-Type**: Not defined
713
- - **Accept**: */*
714
-
715
-
716
-
717
- # **get_aggregation_account_aggregate_data_using_get**
718
- > Object get_aggregation_account_aggregate_data_using_get(aggregation_account_id, opts)
719
-
720
- Retrieve an aggregation account aggregate data
721
-
722
- Retrieve the information for a specific aggregation account associated with a client.
723
-
724
- ### Example
725
- ```ruby
726
- # load the gem
727
- require 'nucleus_api'
728
- # Setup authorization
729
- NucleusApi.configure do |config|
730
- # Use one of the below method to generate oauth token
731
- # Creating a token for grant_type=client_credentials
732
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
733
- # Creating a token for grant_type=password
734
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
735
- # Creating a token using client token
736
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
737
- end
738
-
739
- api_instance = NucleusApi::AggregationAccountApi.new
740
-
741
- aggregation_account_id = 'aggregation_account_id_example' # String | UUID aggregation_account_id
742
-
743
- opts = {
744
- currency_conversion: 'currency_conversion_example' # String | USD
745
- }
746
-
747
- begin
748
- #Retrieve an aggregation account aggregate data
749
- result = api_instance.get_aggregation_account_aggregate_data_using_get(aggregation_account_id, opts)
750
- p result
751
- rescue NucleusApi::ApiError => e
752
- puts "Exception when calling AggregationAccountApi->get_aggregation_account_aggregate_data_using_get: #{e}"
753
- end
754
- ```
755
-
756
- ### Parameters
757
-
758
- Name | Type | Description | Notes
759
- ------------- | ------------- | ------------- | -------------
760
- **aggregation_account_id** | [**String**](.md)| UUID aggregation_account_id |
761
- **currency_conversion** | **String**| USD | [optional]
762
-
763
- ### Return type
764
-
765
- **Object**
766
-
767
- ### Authorization
768
-
769
- [oauth2](../README.md#oauth2)
770
-
771
- ### HTTP request headers
772
-
773
- - **Content-Type**: Not defined
774
- - **Accept**: */*
775
-
776
-
777
-
778
- # **get_aggregation_account_all_using_get**
779
- > PageAggregationAccount get_aggregation_account_all_using_get(opts)
780
-
781
- List all aggregation accounts
782
-
783
- Get information for all aggregation accounts for all clients defined for your firm.
784
-
785
- ### Example
786
- ```ruby
787
- # load the gem
788
- require 'nucleus_api'
789
- # Setup authorization
790
- NucleusApi.configure do |config|
791
- # Use one of the below method to generate oauth token
792
- # Creating a token for grant_type=client_credentials
793
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
794
- # Creating a token for grant_type=password
795
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
796
- # Creating a token using client token
797
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
798
- end
799
-
800
- api_instance = NucleusApi::AggregationAccountApi.new
801
-
802
- opts = {
803
- ascending: false, # BOOLEAN | ascending
804
- filter: 'filter_example', # String | filter
805
- order_by: 'update_date', # String | order_by
806
- page: 0, # Integer | page
807
- size: 25 # Integer | size
808
- }
809
-
810
- begin
811
- #List all aggregation accounts
812
- result = api_instance.get_aggregation_account_all_using_get(opts)
813
- p result
814
- rescue NucleusApi::ApiError => e
815
- puts "Exception when calling AggregationAccountApi->get_aggregation_account_all_using_get: #{e}"
816
- end
817
- ```
818
-
819
- ### Parameters
820
-
821
- Name | Type | Description | Notes
822
- ------------- | ------------- | ------------- | -------------
823
- **ascending** | **BOOLEAN**| ascending | [optional] [default to false]
824
- **filter** | **String**| filter | [optional]
825
- **order_by** | **String**| order_by | [optional] [default to update_date]
826
- **page** | **Integer**| page | [optional] [default to 0]
827
- **size** | **Integer**| size | [optional] [default to 25]
828
-
829
- ### Return type
830
-
831
- [**PageAggregationAccount**](PageAggregationAccount.md)
832
-
833
- ### Authorization
834
-
835
- [oauth2](../README.md#oauth2)
836
-
837
- ### HTTP request headers
838
-
839
- - **Content-Type**: Not defined
840
- - **Accept**: */*
841
-
842
-
843
-
844
- # **get_aggregation_account_balance_all_using_get**
845
- > PageAggregationAccountBalance get_aggregation_account_balance_all_using_get(opts)
846
-
847
- List all aggregation account balances
848
-
849
- Get all of the balance records for all aggregation accounts defined for your firm.
850
-
851
- ### Example
852
- ```ruby
853
- # load the gem
854
- require 'nucleus_api'
855
- # Setup authorization
856
- NucleusApi.configure do |config|
857
- # Use one of the below method to generate oauth token
858
- # Creating a token for grant_type=client_credentials
859
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
860
- # Creating a token for grant_type=password
861
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
862
- # Creating a token using client token
863
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
864
- end
865
-
866
- api_instance = NucleusApi::AggregationAccountApi.new
867
-
868
- opts = {
869
- ascending: false, # BOOLEAN | ascending
870
- currency_conversion: 'currency_conversion_example', # String | currency_conversion
871
- filter: 'filter_example', # String | filter
872
- order_by: 'update_date', # String | order_by
873
- page: 0, # Integer | page
874
- size: 25 # Integer | size
875
- }
876
-
877
- begin
878
- #List all aggregation account balances
879
- result = api_instance.get_aggregation_account_balance_all_using_get(opts)
880
- p result
881
- rescue NucleusApi::ApiError => e
882
- puts "Exception when calling AggregationAccountApi->get_aggregation_account_balance_all_using_get: #{e}"
883
- end
884
- ```
885
-
886
- ### Parameters
887
-
888
- Name | Type | Description | Notes
889
- ------------- | ------------- | ------------- | -------------
890
- **ascending** | **BOOLEAN**| ascending | [optional] [default to false]
891
- **currency_conversion** | **String**| currency_conversion | [optional]
892
- **filter** | **String**| filter | [optional]
893
- **order_by** | **String**| order_by | [optional] [default to update_date]
894
- **page** | **Integer**| page | [optional] [default to 0]
895
- **size** | **Integer**| size | [optional] [default to 25]
896
-
897
- ### Return type
898
-
899
- [**PageAggregationAccountBalance**](PageAggregationAccountBalance.md)
900
-
901
- ### Authorization
902
-
903
- [oauth2](../README.md#oauth2)
904
-
905
- ### HTTP request headers
906
-
907
- - **Content-Type**: Not defined
908
- - **Accept**: */*
909
-
910
-
911
-
912
- # **get_aggregation_account_balance_using_get**
913
- > AggregationAccountBalance get_aggregation_account_balance_using_get(aggregation_account_balance_id, opts)
914
-
915
- Retrieve an aggregation account balance
916
-
917
- Retrieve the information for a specific balance record for an aggregation account.
918
-
919
- ### Example
920
- ```ruby
921
- # load the gem
922
- require 'nucleus_api'
923
- # Setup authorization
924
- NucleusApi.configure do |config|
925
- # Use one of the below method to generate oauth token
926
- # Creating a token for grant_type=client_credentials
927
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
928
- # Creating a token for grant_type=password
929
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
930
- # Creating a token using client token
931
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
932
- end
933
-
934
- api_instance = NucleusApi::AggregationAccountApi.new
935
-
936
- aggregation_account_balance_id = 'aggregation_account_balance_id_example' # String | UUID aggregation_account_balance_id
937
-
938
- opts = {
939
- currency_conversion: 'currency_conversion_example' # String | USD
940
- }
941
-
942
- begin
943
- #Retrieve an aggregation account balance
944
- result = api_instance.get_aggregation_account_balance_using_get(aggregation_account_balance_id, opts)
945
- p result
946
- rescue NucleusApi::ApiError => e
947
- puts "Exception when calling AggregationAccountApi->get_aggregation_account_balance_using_get: #{e}"
948
- end
949
- ```
950
-
951
- ### Parameters
952
-
953
- Name | Type | Description | Notes
954
- ------------- | ------------- | ------------- | -------------
955
- **aggregation_account_balance_id** | [**String**](.md)| UUID aggregation_account_balance_id |
956
- **currency_conversion** | **String**| USD | [optional]
957
-
958
- ### Return type
959
-
960
- [**AggregationAccountBalance**](AggregationAccountBalance.md)
961
-
962
- ### Authorization
963
-
964
- [oauth2](../README.md#oauth2)
965
-
966
- ### HTTP request headers
967
-
968
- - **Content-Type**: Not defined
969
- - **Accept**: */*
970
-
971
-
972
-
973
- # **get_aggregation_account_holding_all_using_get**
974
- > PageAggregationAccountHolding get_aggregation_account_holding_all_using_get(opts)
975
-
976
- List all aggregation account holdings
977
-
978
- Get all of the holding records for all aggregation accounts defined for your firm.
979
-
980
- ### Example
981
- ```ruby
982
- # load the gem
983
- require 'nucleus_api'
984
- # Setup authorization
985
- NucleusApi.configure do |config|
986
- # Use one of the below method to generate oauth token
987
- # Creating a token for grant_type=client_credentials
988
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
989
- # Creating a token for grant_type=password
990
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
991
- # Creating a token using client token
992
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
993
- end
994
-
995
- api_instance = NucleusApi::AggregationAccountApi.new
996
-
997
- opts = {
998
- ascending: false, # BOOLEAN | ascending
999
- currency_conversion: 'currency_conversion_example', # String | currency_conversion
1000
- filter: 'filter_example', # String | filter
1001
- order_by: 'update_date', # String | order_by
1002
- page: 0, # Integer | page
1003
- size: 25 # Integer | size
1004
- }
1005
-
1006
- begin
1007
- #List all aggregation account holdings
1008
- result = api_instance.get_aggregation_account_holding_all_using_get(opts)
1009
- p result
1010
- rescue NucleusApi::ApiError => e
1011
- puts "Exception when calling AggregationAccountApi->get_aggregation_account_holding_all_using_get: #{e}"
1012
- end
1013
- ```
1014
-
1015
- ### Parameters
1016
-
1017
- Name | Type | Description | Notes
1018
- ------------- | ------------- | ------------- | -------------
1019
- **ascending** | **BOOLEAN**| ascending | [optional] [default to false]
1020
- **currency_conversion** | **String**| currency_conversion | [optional]
1021
- **filter** | **String**| filter | [optional]
1022
- **order_by** | **String**| order_by | [optional] [default to update_date]
1023
- **page** | **Integer**| page | [optional] [default to 0]
1024
- **size** | **Integer**| size | [optional] [default to 25]
1025
-
1026
- ### Return type
1027
-
1028
- [**PageAggregationAccountHolding**](PageAggregationAccountHolding.md)
1029
-
1030
- ### Authorization
1031
-
1032
- [oauth2](../README.md#oauth2)
1033
-
1034
- ### HTTP request headers
1035
-
1036
- - **Content-Type**: Not defined
1037
- - **Accept**: */*
1038
-
1039
-
1040
-
1041
- # **get_aggregation_account_holding_using_get**
1042
- > AggregationAccountHolding get_aggregation_account_holding_using_get(aggregation_account_holding_id, opts)
1043
-
1044
- Retrieve an aggregation account holding
1045
-
1046
- Retrieve the information for a specific holding record for an aggregation account.
1047
-
1048
- ### Example
1049
- ```ruby
1050
- # load the gem
1051
- require 'nucleus_api'
1052
- # Setup authorization
1053
- NucleusApi.configure do |config|
1054
- # Use one of the below method to generate oauth token
1055
- # Creating a token for grant_type=client_credentials
1056
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
1057
- # Creating a token for grant_type=password
1058
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
1059
- # Creating a token using client token
1060
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
1061
- end
1062
-
1063
- api_instance = NucleusApi::AggregationAccountApi.new
1064
-
1065
- aggregation_account_holding_id = 'aggregation_account_holding_id_example' # String | UUID aggregation_account_holding_id
1066
-
1067
- opts = {
1068
- currency_conversion: 'currency_conversion_example' # String | USD
1069
- }
1070
-
1071
- begin
1072
- #Retrieve an aggregation account holding
1073
- result = api_instance.get_aggregation_account_holding_using_get(aggregation_account_holding_id, opts)
1074
- p result
1075
- rescue NucleusApi::ApiError => e
1076
- puts "Exception when calling AggregationAccountApi->get_aggregation_account_holding_using_get: #{e}"
1077
- end
1078
- ```
1079
-
1080
- ### Parameters
1081
-
1082
- Name | Type | Description | Notes
1083
- ------------- | ------------- | ------------- | -------------
1084
- **aggregation_account_holding_id** | [**String**](.md)| UUID aggregation_account_holding_id |
1085
- **currency_conversion** | **String**| USD | [optional]
1086
-
1087
- ### Return type
1088
-
1089
- [**AggregationAccountHolding**](AggregationAccountHolding.md)
1090
-
1091
- ### Authorization
1092
-
1093
- [oauth2](../README.md#oauth2)
1094
-
1095
- ### HTTP request headers
1096
-
1097
- - **Content-Type**: Not defined
1098
- - **Accept**: */*
1099
-
1100
-
1101
-
1102
- # **get_aggregation_account_overview_using_get**
1103
- > Object get_aggregation_account_overview_using_get(client_id, opts)
1104
-
1105
- Retrieve an aggregation account aggregate data
1106
-
1107
- Retrieve the information for a specific aggregation account with aggregate data for a client.
1108
-
1109
- ### Example
1110
- ```ruby
1111
- # load the gem
1112
- require 'nucleus_api'
1113
- # Setup authorization
1114
- NucleusApi.configure do |config|
1115
- # Use one of the below method to generate oauth token
1116
- # Creating a token for grant_type=client_credentials
1117
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
1118
- # Creating a token for grant_type=password
1119
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
1120
- # Creating a token using client token
1121
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
1122
- end
1123
-
1124
- api_instance = NucleusApi::AggregationAccountApi.new
1125
-
1126
- client_id = 'client_id_example' # String | UUID client_id
1127
-
1128
- opts = {
1129
- currency_conversion: 'currency_conversion_example' # String | USD
1130
- }
1131
-
1132
- begin
1133
- #Retrieve an aggregation account aggregate data
1134
- result = api_instance.get_aggregation_account_overview_using_get(client_id, opts)
1135
- p result
1136
- rescue NucleusApi::ApiError => e
1137
- puts "Exception when calling AggregationAccountApi->get_aggregation_account_overview_using_get: #{e}"
1138
- end
1139
- ```
1140
-
1141
- ### Parameters
1142
-
1143
- Name | Type | Description | Notes
1144
- ------------- | ------------- | ------------- | -------------
1145
- **client_id** | [**String**](.md)| UUID client_id |
1146
- **currency_conversion** | **String**| USD | [optional]
1147
-
1148
- ### Return type
1149
-
1150
- **Object**
1151
-
1152
- ### Authorization
1153
-
1154
- [oauth2](../README.md#oauth2)
1155
-
1156
- ### HTTP request headers
1157
-
1158
- - **Content-Type**: Not defined
1159
- - **Accept**: */*
1160
-
1161
-
1162
-
1163
- # **get_aggregation_account_transaction_all_using_get**
1164
- > PageAggregationAccountTransaction get_aggregation_account_transaction_all_using_get(opts)
1165
-
1166
- List all aggregation account transactions
1167
-
1168
- Get all of the transaction records for all aggregation accounts defined for your firm.
1169
-
1170
- ### Example
1171
- ```ruby
1172
- # load the gem
1173
- require 'nucleus_api'
1174
- # Setup authorization
1175
- NucleusApi.configure do |config|
1176
- # Use one of the below method to generate oauth token
1177
- # Creating a token for grant_type=client_credentials
1178
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
1179
- # Creating a token for grant_type=password
1180
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
1181
- # Creating a token using client token
1182
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
1183
- end
1184
-
1185
- api_instance = NucleusApi::AggregationAccountApi.new
1186
-
1187
- opts = {
1188
- ascending: false, # BOOLEAN | ascending
1189
- currency_conversion: 'currency_conversion_example', # String | currency_conversion
1190
- filter: 'filter_example', # String | filter
1191
- order_by: 'update_date', # String | order_by
1192
- page: 0, # Integer | page
1193
- size: 25 # Integer | size
1194
- }
1195
-
1196
- begin
1197
- #List all aggregation account transactions
1198
- result = api_instance.get_aggregation_account_transaction_all_using_get(opts)
1199
- p result
1200
- rescue NucleusApi::ApiError => e
1201
- puts "Exception when calling AggregationAccountApi->get_aggregation_account_transaction_all_using_get: #{e}"
1202
- end
1203
- ```
1204
-
1205
- ### Parameters
1206
-
1207
- Name | Type | Description | Notes
1208
- ------------- | ------------- | ------------- | -------------
1209
- **ascending** | **BOOLEAN**| ascending | [optional] [default to false]
1210
- **currency_conversion** | **String**| currency_conversion | [optional]
1211
- **filter** | **String**| filter | [optional]
1212
- **order_by** | **String**| order_by | [optional] [default to update_date]
1213
- **page** | **Integer**| page | [optional] [default to 0]
1214
- **size** | **Integer**| size | [optional] [default to 25]
1215
-
1216
- ### Return type
1217
-
1218
- [**PageAggregationAccountTransaction**](PageAggregationAccountTransaction.md)
1219
-
1220
- ### Authorization
1221
-
1222
- [oauth2](../README.md#oauth2)
1223
-
1224
- ### HTTP request headers
1225
-
1226
- - **Content-Type**: Not defined
1227
- - **Accept**: */*
1228
-
1229
-
1230
-
1231
- # **get_aggregation_account_transaction_using_get**
1232
- > AggregationAccountTransaction get_aggregation_account_transaction_using_get(aggregation_account_transaction_id, opts)
1233
-
1234
- Retrieve an aggregation account transaction
1235
-
1236
- Retrieve the information for a specific transaction record for an aggregation account.
1237
-
1238
- ### Example
1239
- ```ruby
1240
- # load the gem
1241
- require 'nucleus_api'
1242
- # Setup authorization
1243
- NucleusApi.configure do |config|
1244
- # Use one of the below method to generate oauth token
1245
- # Creating a token for grant_type=client_credentials
1246
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
1247
- # Creating a token for grant_type=password
1248
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
1249
- # Creating a token using client token
1250
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
1251
- end
1252
-
1253
- api_instance = NucleusApi::AggregationAccountApi.new
1254
-
1255
- aggregation_account_transaction_id = 'aggregation_account_transaction_id_example' # String | UUID aggregation_account_transaction_id
1256
-
1257
- opts = {
1258
- currency_conversion: 'currency_conversion_example' # String | USD
1259
- }
1260
-
1261
- begin
1262
- #Retrieve an aggregation account transaction
1263
- result = api_instance.get_aggregation_account_transaction_using_get(aggregation_account_transaction_id, opts)
1264
- p result
1265
- rescue NucleusApi::ApiError => e
1266
- puts "Exception when calling AggregationAccountApi->get_aggregation_account_transaction_using_get: #{e}"
1267
- end
1268
- ```
1269
-
1270
- ### Parameters
1271
-
1272
- Name | Type | Description | Notes
1273
- ------------- | ------------- | ------------- | -------------
1274
- **aggregation_account_transaction_id** | [**String**](.md)| UUID aggregation_account_transaction_id |
1275
- **currency_conversion** | **String**| USD | [optional]
1276
-
1277
- ### Return type
1278
-
1279
- [**AggregationAccountTransaction**](AggregationAccountTransaction.md)
1280
-
1281
- ### Authorization
1282
-
1283
- [oauth2](../README.md#oauth2)
1284
-
1285
- ### HTTP request headers
1286
-
1287
- - **Content-Type**: Not defined
1288
- - **Accept**: */*
1289
-
1290
-
1291
-
1292
- # **get_aggregation_account_using_get**
1293
- > AggregationAccount get_aggregation_account_using_get(aggregation_account_id)
1294
-
1295
- Retrieve an aggregation account
1296
-
1297
- Retrieve the information for a specific aggregation account associated with a client.
1298
-
1299
- ### Example
1300
- ```ruby
1301
- # load the gem
1302
- require 'nucleus_api'
1303
- # Setup authorization
1304
- NucleusApi.configure do |config|
1305
- # Use one of the below method to generate oauth token
1306
- # Creating a token for grant_type=client_credentials
1307
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
1308
- # Creating a token for grant_type=password
1309
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
1310
- # Creating a token using client token
1311
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
1312
- end
1313
-
1314
- api_instance = NucleusApi::AggregationAccountApi.new
1315
-
1316
- aggregation_account_id = 'aggregation_account_id_example' # String | UUID aggregation_account_id
1317
-
1318
-
1319
- begin
1320
- #Retrieve an aggregation account
1321
- result = api_instance.get_aggregation_account_using_get(aggregation_account_id)
1322
- p result
1323
- rescue NucleusApi::ApiError => e
1324
- puts "Exception when calling AggregationAccountApi->get_aggregation_account_using_get: #{e}"
1325
- end
1326
- ```
1327
-
1328
- ### Parameters
1329
-
1330
- Name | Type | Description | Notes
1331
- ------------- | ------------- | ------------- | -------------
1332
- **aggregation_account_id** | [**String**](.md)| UUID aggregation_account_id |
1333
-
1334
- ### Return type
1335
-
1336
- [**AggregationAccount**](AggregationAccount.md)
1337
-
1338
- ### Authorization
1339
-
1340
- [oauth2](../README.md#oauth2)
1341
-
1342
- ### HTTP request headers
1343
-
1344
- - **Content-Type**: Not defined
1345
- - **Accept**: */*
1346
-
1347
-
1348
-
1349
- # **update_aggregation_account_balance_using_put**
1350
- > AggregationAccountBalance update_aggregation_account_balance_using_put(aggregation_account_balance, aggregation_account_balance_id)
1351
-
1352
- Update an aggregation account balance
1353
-
1354
- Update a balance record for an aggregation account.
1355
-
1356
- ### Example
1357
- ```ruby
1358
- # load the gem
1359
- require 'nucleus_api'
1360
- # Setup authorization
1361
- NucleusApi.configure do |config|
1362
- # Use one of the below method to generate oauth token
1363
- # Creating a token for grant_type=client_credentials
1364
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
1365
- # Creating a token for grant_type=password
1366
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
1367
- # Creating a token using client token
1368
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
1369
- end
1370
-
1371
- api_instance = NucleusApi::AggregationAccountApi.new
1372
-
1373
- aggregation_account_balance = nil # Object | aggregation_account_balance
1374
-
1375
- aggregation_account_balance_id = 'aggregation_account_balance_id_example' # String | UUID aggregation_account_balance_id
1376
-
1377
-
1378
- begin
1379
- #Update an aggregation account balance
1380
- result = api_instance.update_aggregation_account_balance_using_put(aggregation_account_balance, aggregation_account_balance_id)
1381
- p result
1382
- rescue NucleusApi::ApiError => e
1383
- puts "Exception when calling AggregationAccountApi->update_aggregation_account_balance_using_put: #{e}"
1384
- end
1385
- ```
1386
-
1387
- ### Parameters
1388
-
1389
- Name | Type | Description | Notes
1390
- ------------- | ------------- | ------------- | -------------
1391
- **aggregation_account_balance** | **Object**| aggregation_account_balance |
1392
- **aggregation_account_balance_id** | [**String**](.md)| UUID aggregation_account_balance_id |
1393
-
1394
- ### Return type
1395
-
1396
- [**AggregationAccountBalance**](AggregationAccountBalance.md)
1397
-
1398
- ### Authorization
1399
-
1400
- [oauth2](../README.md#oauth2)
1401
-
1402
- ### HTTP request headers
1403
-
1404
- - **Content-Type**: application/json
1405
- - **Accept**: */*
1406
-
1407
-
1408
-
1409
- # **update_aggregation_account_bulk_using_put**
1410
- > Array&lt;AggregationAccount&gt; update_aggregation_account_bulk_using_put(aggregation_account_list)
1411
-
1412
- Update a bulk aggregation account
1413
-
1414
- Update a bulk aggregation account under a client.
1415
-
1416
- ### Example
1417
- ```ruby
1418
- # load the gem
1419
- require 'nucleus_api'
1420
- # Setup authorization
1421
- NucleusApi.configure do |config|
1422
- # Use one of the below method to generate oauth token
1423
- # Creating a token for grant_type=client_credentials
1424
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
1425
- # Creating a token for grant_type=password
1426
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
1427
- # Creating a token using client token
1428
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
1429
- end
1430
-
1431
- api_instance = NucleusApi::AggregationAccountApi.new
1432
-
1433
- aggregation_account_list = [NucleusApi::Array<Object>.new] # Array<Object> | aggregationAccountList
1434
-
1435
-
1436
- begin
1437
- #Update a bulk aggregation account
1438
- result = api_instance.update_aggregation_account_bulk_using_put(aggregation_account_list)
1439
- p result
1440
- rescue NucleusApi::ApiError => e
1441
- puts "Exception when calling AggregationAccountApi->update_aggregation_account_bulk_using_put: #{e}"
1442
- end
1443
- ```
1444
-
1445
- ### Parameters
1446
-
1447
- Name | Type | Description | Notes
1448
- ------------- | ------------- | ------------- | -------------
1449
- **aggregation_account_list** | **Array&lt;Object&gt;**| aggregationAccountList |
1450
-
1451
- ### Return type
1452
-
1453
- [**Array&lt;AggregationAccount&gt;**](AggregationAccount.md)
1454
-
1455
- ### Authorization
1456
-
1457
- [oauth2](../README.md#oauth2)
1458
-
1459
- ### HTTP request headers
1460
-
1461
- - **Content-Type**: application/json
1462
- - **Accept**: */*
1463
-
1464
-
1465
-
1466
- # **update_aggregation_account_holding_bulk_using_put**
1467
- > Array&lt;AggregationAccountHolding&gt; update_aggregation_account_holding_bulk_using_put(aggregation_account_holding)
1468
-
1469
- Update an bulk aggregation account holding
1470
-
1471
- Update a bulk holding record for an aggregation account.
1472
-
1473
- ### Example
1474
- ```ruby
1475
- # load the gem
1476
- require 'nucleus_api'
1477
- # Setup authorization
1478
- NucleusApi.configure do |config|
1479
- # Use one of the below method to generate oauth token
1480
- # Creating a token for grant_type=client_credentials
1481
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
1482
- # Creating a token for grant_type=password
1483
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
1484
- # Creating a token using client token
1485
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
1486
- end
1487
-
1488
- api_instance = NucleusApi::AggregationAccountApi.new
1489
-
1490
- aggregation_account_holding = [NucleusApi::Array<Object>.new] # Array<Object> | aggregationAccountHolding
1491
-
1492
-
1493
- begin
1494
- #Update an bulk aggregation account holding
1495
- result = api_instance.update_aggregation_account_holding_bulk_using_put(aggregation_account_holding)
1496
- p result
1497
- rescue NucleusApi::ApiError => e
1498
- puts "Exception when calling AggregationAccountApi->update_aggregation_account_holding_bulk_using_put: #{e}"
1499
- end
1500
- ```
1501
-
1502
- ### Parameters
1503
-
1504
- Name | Type | Description | Notes
1505
- ------------- | ------------- | ------------- | -------------
1506
- **aggregation_account_holding** | **Array&lt;Object&gt;**| aggregationAccountHolding |
1507
-
1508
- ### Return type
1509
-
1510
- [**Array&lt;AggregationAccountHolding&gt;**](AggregationAccountHolding.md)
1511
-
1512
- ### Authorization
1513
-
1514
- [oauth2](../README.md#oauth2)
1515
-
1516
- ### HTTP request headers
1517
-
1518
- - **Content-Type**: application/json
1519
- - **Accept**: */*
1520
-
1521
-
1522
-
1523
- # **update_aggregation_account_holding_using_put**
1524
- > AggregationAccountHolding update_aggregation_account_holding_using_put(aggregation_account_holding, aggregation_account_holding_id)
1525
-
1526
- Update an aggregation account holding
1527
-
1528
- Update a holding record for an aggregation account.
1529
-
1530
- ### Example
1531
- ```ruby
1532
- # load the gem
1533
- require 'nucleus_api'
1534
- # Setup authorization
1535
- NucleusApi.configure do |config|
1536
- # Use one of the below method to generate oauth token
1537
- # Creating a token for grant_type=client_credentials
1538
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
1539
- # Creating a token for grant_type=password
1540
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
1541
- # Creating a token using client token
1542
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
1543
- end
1544
-
1545
- api_instance = NucleusApi::AggregationAccountApi.new
1546
-
1547
- aggregation_account_holding = nil # Object | aggregation_account_holding
1548
-
1549
- aggregation_account_holding_id = 'aggregation_account_holding_id_example' # String | UUID aggregation_account_holding_id
1550
-
1551
-
1552
- begin
1553
- #Update an aggregation account holding
1554
- result = api_instance.update_aggregation_account_holding_using_put(aggregation_account_holding, aggregation_account_holding_id)
1555
- p result
1556
- rescue NucleusApi::ApiError => e
1557
- puts "Exception when calling AggregationAccountApi->update_aggregation_account_holding_using_put: #{e}"
1558
- end
1559
- ```
1560
-
1561
- ### Parameters
1562
-
1563
- Name | Type | Description | Notes
1564
- ------------- | ------------- | ------------- | -------------
1565
- **aggregation_account_holding** | **Object**| aggregation_account_holding |
1566
- **aggregation_account_holding_id** | [**String**](.md)| UUID aggregation_account_holding_id |
1567
-
1568
- ### Return type
1569
-
1570
- [**AggregationAccountHolding**](AggregationAccountHolding.md)
1571
-
1572
- ### Authorization
1573
-
1574
- [oauth2](../README.md#oauth2)
1575
-
1576
- ### HTTP request headers
1577
-
1578
- - **Content-Type**: application/json
1579
- - **Accept**: */*
1580
-
1581
-
1582
-
1583
- # **update_aggregation_account_transaction_using_put**
1584
- > AggregationAccountTransaction update_aggregation_account_transaction_using_put(aggregation_account_transaction, aggregation_account_transaction_id)
1585
-
1586
- Update an aggregation account transaction
1587
-
1588
- Update a transaction record for an aggregation account.
1589
-
1590
- ### Example
1591
- ```ruby
1592
- # load the gem
1593
- require 'nucleus_api'
1594
- # Setup authorization
1595
- NucleusApi.configure do |config|
1596
- # Use one of the below method to generate oauth token
1597
- # Creating a token for grant_type=client_credentials
1598
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
1599
- # Creating a token for grant_type=password
1600
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
1601
- # Creating a token using client token
1602
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
1603
- end
1604
-
1605
- api_instance = NucleusApi::AggregationAccountApi.new
1606
-
1607
- aggregation_account_transaction = nil # Object | aggregation_account_transaction
1608
-
1609
- aggregation_account_transaction_id = 'aggregation_account_transaction_id_example' # String | UUID aggregation_account_transaction_id
1610
-
1611
-
1612
- begin
1613
- #Update an aggregation account transaction
1614
- result = api_instance.update_aggregation_account_transaction_using_put(aggregation_account_transaction, aggregation_account_transaction_id)
1615
- p result
1616
- rescue NucleusApi::ApiError => e
1617
- puts "Exception when calling AggregationAccountApi->update_aggregation_account_transaction_using_put: #{e}"
1618
- end
1619
- ```
1620
-
1621
- ### Parameters
1622
-
1623
- Name | Type | Description | Notes
1624
- ------------- | ------------- | ------------- | -------------
1625
- **aggregation_account_transaction** | **Object**| aggregation_account_transaction |
1626
- **aggregation_account_transaction_id** | [**String**](.md)| UUID aggregation_account_transaction_id |
1627
-
1628
- ### Return type
1629
-
1630
- [**AggregationAccountTransaction**](AggregationAccountTransaction.md)
1631
-
1632
- ### Authorization
1633
-
1634
- [oauth2](../README.md#oauth2)
1635
-
1636
- ### HTTP request headers
1637
-
1638
- - **Content-Type**: application/json
1639
- - **Accept**: */*
1640
-
1641
-
1642
-
1643
- # **update_aggregation_account_using_put**
1644
- > AggregationAccount update_aggregation_account_using_put(aggregation_account, aggregation_account_id)
1645
-
1646
- Update an aggregation account
1647
-
1648
- Update the information for an aggregation account.
1649
-
1650
- ### Example
1651
- ```ruby
1652
- # load the gem
1653
- require 'nucleus_api'
1654
- # Setup authorization
1655
- NucleusApi.configure do |config|
1656
- # Use one of the below method to generate oauth token
1657
- # Creating a token for grant_type=client_credentials
1658
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
1659
- # Creating a token for grant_type=password
1660
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
1661
- # Creating a token using client token
1662
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
1663
- end
1664
-
1665
- api_instance = NucleusApi::AggregationAccountApi.new
1666
-
1667
- aggregation_account = nil # Object | aggregation_account
1668
-
1669
- aggregation_account_id = 'aggregation_account_id_example' # String | UUID aggregation_account_id
1670
-
1671
-
1672
- begin
1673
- #Update an aggregation account
1674
- result = api_instance.update_aggregation_account_using_put(aggregation_account, aggregation_account_id)
1675
- p result
1676
- rescue NucleusApi::ApiError => e
1677
- puts "Exception when calling AggregationAccountApi->update_aggregation_account_using_put: #{e}"
1678
- end
1679
- ```
1680
-
1681
- ### Parameters
1682
-
1683
- Name | Type | Description | Notes
1684
- ------------- | ------------- | ------------- | -------------
1685
- **aggregation_account** | **Object**| aggregation_account |
1686
- **aggregation_account_id** | [**String**](.md)| UUID aggregation_account_id |
1687
-
1688
- ### Return type
1689
-
1690
- [**AggregationAccount**](AggregationAccount.md)
1691
-
1692
- ### Authorization
1693
-
1694
- [oauth2](../README.md#oauth2)
1695
-
1696
- ### HTTP request headers
1697
-
1698
- - **Content-Type**: application/json
1699
- - **Accept**: */*
1700
-
1701
-
1702
-