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
  703. data/docs/PageClient.md +0 -16
  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
  718. data/docs/PageGoalTrack.md +0 -16
  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
  737. data/docs/PageOverflow.md +0 -16
  738. data/docs/PageOverflowSettings.md +0 -16
  739. data/docs/PagePortfolio.md +0 -16
  740. data/docs/PagePortfolioAssetSizeLog.md +0 -16
  741. data/docs/PagePortfolioComment.md +0 -16
  742. data/docs/PagePortfolioGoal.md +0 -16
  743. data/docs/PagePortfolioHoldingLog.md +0 -16
  744. data/docs/PagePortfolioTransaction.md +0 -16
  745. data/docs/PageQuestion.md +0 -16
  746. data/docs/PageQuestionnaire.md +0 -16
  747. data/docs/PageReasonCode.md +0 -16
  748. data/docs/PageRiskProfile.md +0 -16
  749. data/docs/PageRoundup.md +0 -16
  750. data/docs/PageRoundupSettings.md +0 -16
  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
  765. data/docs/PortfolioComment.md +0 -16
  766. data/docs/PortfolioGoal.md +0 -14
  767. data/docs/PortfolioGoalMap.md +0 -9
  768. data/docs/PortfolioHoldingAgg.md +0 -14
  769. data/docs/PortfolioHoldingLog.md +0 -21
  770. data/docs/PortfolioTransaction.md +0 -37
  771. data/docs/Question.md +0 -23
  772. data/docs/Questionnaire.md +0 -17
  773. data/docs/QuestionnaireApi.md +0 -1212
  774. data/docs/ReasonCode.md +0 -17
  775. data/docs/ResourceApi.md +0 -534
  776. data/docs/RiskProfile.md +0 -18
  777. data/docs/RiskProfileApi.md +0 -309
  778. data/docs/Roundup.md +0 -15
  779. data/docs/RoundupApi.md +0 -492
  780. data/docs/RoundupCO.md +0 -12
  781. data/docs/RoundupSettings.md +0 -21
  782. data/docs/Score.md +0 -23
  783. data/docs/ScoreApi.md +0 -309
  784. data/docs/SecuritiesApi.md +0 -917
  785. data/docs/SecuritiesComposition.md +0 -11
  786. data/docs/SecuritiesCountry.md +0 -9
  787. data/docs/Security.md +0 -32
  788. data/docs/SecurityCompositionVO.md +0 -21
  789. data/docs/SecurityCountryVO.md +0 -9
  790. data/docs/SecurityExclusion.md +0 -18
  791. data/docs/SecurityPrice.md +0 -20
  792. data/docs/Sort.md +0 -13
  793. data/docs/SpendingControl.md +0 -21
  794. data/docs/SpendingControlApi.md +0 -309
  795. data/docs/Stage.md +0 -22
  796. data/docs/Stat.md +0 -9
  797. data/docs/State.md +0 -10
  798. data/docs/StatisticResourceVO.md +0 -11
  799. data/docs/TokenDateRequest.md +0 -13
  800. data/docs/TransactionCode.md +0 -20
  801. data/docs/UtilsApi.md +0 -911
  802. data/docs/VAccountAssetSize.md +0 -11
  803. data/docs/VAccountVO.md +0 -13
  804. data/docs/VClientGoalViewData.md +0 -13
  805. data/docs/VPortfolioVO.md +0 -11
  806. data/docs/Webhook.md +0 -15
  807. data/docs/WebhookApi.md +0 -309
  808. data/lib/nucleus_api/api/application_api.rb +0 -301
  809. data/lib/nucleus_api/api/audit_log_api.rb +0 -190
  810. data/lib/nucleus_api/api/feature_api.rb +0 -579
  811. data/lib/nucleus_api/api/notification_api.rb +0 -857
  812. data/lib/nucleus_api/api/performance_api.rb +0 -1131
  813. data/lib/nucleus_api/models/daily_withdrawal.rb +0 -405
  814. data/spec/api/application_api_spec.rb +0 -100
  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
  818. data/spec/api/performance_api_spec.rb +0 -355
  819. data/spec/models/category_response_vo_spec.rb +0 -47
  820. data/spec/models/daily_withdrawal_spec.rb +0 -167
data/docs/AggregationAccountBalance.md DELETED
@@ -1,18 +0,0 @@
1
- # NucleusApi::AggregationAccountBalance
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **aggregation_account_id** | **String** | aggregationAccountId | [optional]
7
- **available_balance** | **Float** | availableBalance | [optional]
8
- **available_credit** | **Float** | availableCredit | [optional]
9
- **balance** | **Float** | balance | [optional]
10
- **balance_time_stamp** | **DateTime** | balanceTimeStamp | [optional]
11
- **create_date** | **DateTime** | | [optional]
12
- **currency_code** | **String** | currencyCode |
13
- **id** | **String** | | [optional]
14
- **is_active** | **BOOLEAN** | isActive | [optional]
15
- **secondary_id** | **String** | | [optional]
16
- **update_date** | **DateTime** | | [optional]
17
-
18
-
data/docs/AggregationAccountHolding.md DELETED
@@ -1,26 +0,0 @@
1
- # NucleusApi::AggregationAccountHolding
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **aggregation_account_id** | **String** | aggregationAccountId | [optional]
7
- **amount** | **Float** | | [optional]
8
- **asset_class** | **String** | | [optional]
9
- **cost_basis** | **Float** | | [optional]
10
- **create_date** | **DateTime** | | [optional]
11
- **currency_code** | **String** | | [optional]
12
- **cusip** | **String** | | [optional]
13
- **exchange** | **String** | | [optional]
14
- **holding_date** | **DateTime** | holdingDate | [optional]
15
- **holding_type** | **String** | | [optional]
16
- **id** | **String** | | [optional]
17
- **isin** | **String** | isin | [optional]
18
- **metadata** | **Hash<String, String>** | | [optional]
19
- **price** | **Float** | | [optional]
20
- **secondary_id** | **String** | | [optional]
21
- **shares** | **Float** | |
22
- **ticker** | **String** | |
23
- **ticker_name** | **String** | |
24
- **update_date** | **DateTime** | | [optional]
25
-
26
-
data/docs/AggregationAccountTransaction.md DELETED
@@ -1,23 +0,0 @@
1
- # NucleusApi::AggregationAccountTransaction
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **aggregation_account_id** | **String** | aggregationAccountId | [optional]
7
- **bank_credit** | [**BankCredit**](BankCredit.md) | | [optional]
8
- **cash** | [**Cash**](Cash.md) | | [optional]
9
- **create_date** | **DateTime** | | [optional]
10
- **currency_code** | **String** | currencyCode |
11
- **id** | **String** | | [optional]
12
- **investment** | [**Investment**](Investment.md) | | [optional]
13
- **is_excluded_analysis** | **BOOLEAN** | | [optional]
14
- **is_fee** | **String** | | [optional]
15
- **is_recurring** | **BOOLEAN** | | [optional]
16
- **is_transfer** | **String** | | [optional]
17
- **metadata** | **Hash<String, String>** | | [optional]
18
- **secondary_id** | **String** | | [optional]
19
- **status** | **String** | status | [optional]
20
- **transaction_date** | **DateTime** | transactionDate |
21
- **update_date** | **DateTime** | | [optional]
22
-
23
-
data/docs/AggregationAccountsMap.md DELETED
@@ -1,9 +0,0 @@
1
- # NucleusApi::AggregationAccountsMap
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **aggregation_account_id** | **String** | aggregationAccountId |
7
- **amount** | **Integer** | amount |
8
-
9
-
data/docs/Allocation.md DELETED
@@ -1,22 +0,0 @@
1
- # NucleusApi::Allocation
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **benchmark_id** | **String** | benchmarkId | [optional]
7
- **category** | **String** | | [optional]
8
- **client_id** | **String** | clientId | [optional]
9
- **create_date** | **DateTime** | | [optional]
10
- **description** | **String** | description | [optional]
11
- **id** | **String** | | [optional]
12
- **inception_date** | **Date** | inceptionDate | [optional]
13
- **is_active** | **BOOLEAN** | isActive | [optional]
14
- **metadata** | **Hash<String, String>** | | [optional]
15
- **name** | **String** | name |
16
- **node_map** | [**Array<AllocationNodeMap>**](AllocationNodeMap.md) | | [optional]
17
- **performance** | **Float** | performance | [optional]
18
- **secondary_id** | **String** | | [optional]
19
- **update_date** | **DateTime** | | [optional]
20
- **volatility** | **Float** | volatility | [optional]
21
-
22
-
data/docs/AllocationAggregatedVO.md DELETED
@@ -1,13 +0,0 @@
1
- # NucleusApi::AllocationAggregatedVO
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **allocation_category** | **String** | | [optional]
7
- **allocation_compositions** | [**Array<AllocationCompositionAggregatedVO>**](AllocationCompositionAggregatedVO.md) | | [optional]
8
- **allocation_description** | **String** | | [optional]
9
- **allocation_id** | **String** | | [optional]
10
- **allocation_name** | **String** | | [optional]
11
- **allocation_secondary_id** | **String** | | [optional]
12
-
13
-
data/docs/AllocationApi.md DELETED
@@ -1,872 +0,0 @@
1
- # NucleusApi::AllocationApi
2
-
3
- All URIs are relative to *https://sandbox.hydrogenplatform.com/nucleus/v1*
4
-
5
- Method | HTTP request | Description
6
- ------------- | ------------- | -------------
7
- [**create_allocation_composition_using_post**](AllocationApi.md#create_allocation_composition_using_post) | **POST** /allocation_composition | Create an allocation composition
8
- [**create_allocation_using_post**](AllocationApi.md#create_allocation_using_post) | **POST** /allocation | Create an allocation
9
- [**delete_allocation_composition_using_delete**](AllocationApi.md#delete_allocation_composition_using_delete) | **DELETE** /allocation_composition/{allocation_composition_id} | Delete an allocation composition
10
- [**delete_allocation_using_delete**](AllocationApi.md#delete_allocation_using_delete) | **DELETE** /allocation/{allocation_id} | Delete an allocation
11
- [**get_allocation_all_aggregate_data_using_get**](AllocationApi.md#get_allocation_all_aggregate_data_using_get) | **GET** /allocation/{allocation_id}/aggregate_data | List all Allocation aggregated data overview
12
- [**get_allocation_all_asset_size_all_using_get**](AllocationApi.md#get_allocation_all_asset_size_all_using_get) | **GET** /allocation/{allocation_id}/asset_size | List all allocation asset sizes
13
- [**get_allocation_all_holding_all_using_get**](AllocationApi.md#get_allocation_all_holding_all_using_get) | **GET** /allocation/{allocation_id}/holding | List all allocation holdings
14
- [**get_allocation_all_transaction_all_using_get**](AllocationApi.md#get_allocation_all_transaction_all_using_get) | **GET** /allocation/{allocation_id}/transaction | List all allocation transactions
15
- [**get_allocation_all_using_get**](AllocationApi.md#get_allocation_all_using_get) | **GET** /allocation | List all allocations
16
- [**get_allocation_composition_all_using_get**](AllocationApi.md#get_allocation_composition_all_using_get) | **GET** /allocation_composition | List all allocations compositions
17
- [**get_allocation_composition_using_get**](AllocationApi.md#get_allocation_composition_using_get) | **GET** /allocation_composition/{allocation_composition_id} | Retrieve an allocation composition
18
- [**get_allocation_using_get**](AllocationApi.md#get_allocation_using_get) | **GET** /allocation/{allocation_id} | Retrieve an allocation
19
- [**update_allocation_composition_using_put**](AllocationApi.md#update_allocation_composition_using_put) | **PUT** /allocation_composition/{allocation_composition_id} | Update an allocation composition
20
- [**update_allocation_using_put**](AllocationApi.md#update_allocation_using_put) | **PUT** /allocation/{allocation_id} | Update an allocation
21
-
22
-
23
- # **create_allocation_composition_using_post**
24
- > AllocationComposition create_allocation_composition_using_post(alloc_request)
25
-
26
- Create an allocation composition
27
-
28
- Create a new allocation composition record for an allocation.
29
-
30
- ### Example
31
- ```ruby
32
- # load the gem
33
- require 'nucleus_api'
34
- # Setup authorization
35
- NucleusApi.configure do |config|
36
- # Use one of the below method to generate oauth token
37
- # Creating a token for grant_type=client_credentials
38
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
39
- # Creating a token for grant_type=password
40
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
41
- # Creating a token using client token
42
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
43
- end
44
-
45
- api_instance = NucleusApi::AllocationApi.new
46
-
47
- alloc_request = NucleusApi::AllocationComposition.new # AllocationComposition | allocRequest
48
-
49
-
50
- begin
51
- #Create an allocation composition
52
- result = api_instance.create_allocation_composition_using_post(alloc_request)
53
- p result
54
- rescue NucleusApi::ApiError => e
55
- puts "Exception when calling AllocationApi->create_allocation_composition_using_post: #{e}"
56
- end
57
- ```
58
-
59
- ### Parameters
60
-
61
- Name | Type | Description | Notes
62
- ------------- | ------------- | ------------- | -------------
63
- **alloc_request** | [**AllocationComposition**](AllocationComposition.md)| allocRequest |
64
-
65
- ### Return type
66
-
67
- [**AllocationComposition**](AllocationComposition.md)
68
-
69
- ### Authorization
70
-
71
- [oauth2](../README.md#oauth2)
72
-
73
- ### HTTP request headers
74
-
75
- - **Content-Type**: application/json
76
- - **Accept**: */*
77
-
78
-
79
-
80
- # **create_allocation_using_post**
81
- > Allocation create_allocation_using_post(allocation_request)
82
-
83
- Create an allocation
84
-
85
- Create a new allocation for your firm.
86
-
87
- ### Example
88
- ```ruby
89
- # load the gem
90
- require 'nucleus_api'
91
- # Setup authorization
92
- NucleusApi.configure do |config|
93
- # Use one of the below method to generate oauth token
94
- # Creating a token for grant_type=client_credentials
95
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
96
- # Creating a token for grant_type=password
97
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
98
- # Creating a token using client token
99
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
100
- end
101
-
102
- api_instance = NucleusApi::AllocationApi.new
103
-
104
- allocation_request = NucleusApi::Allocation.new # Allocation | allocationRequest
105
-
106
-
107
- begin
108
- #Create an allocation
109
- result = api_instance.create_allocation_using_post(allocation_request)
110
- p result
111
- rescue NucleusApi::ApiError => e
112
- puts "Exception when calling AllocationApi->create_allocation_using_post: #{e}"
113
- end
114
- ```
115
-
116
- ### Parameters
117
-
118
- Name | Type | Description | Notes
119
- ------------- | ------------- | ------------- | -------------
120
- **allocation_request** | [**Allocation**](Allocation.md)| allocationRequest |
121
-
122
- ### Return type
123
-
124
- [**Allocation**](Allocation.md)
125
-
126
- ### Authorization
127
-
128
- [oauth2](../README.md#oauth2)
129
-
130
- ### HTTP request headers
131
-
132
- - **Content-Type**: application/json
133
- - **Accept**: */*
134
-
135
-
136
-
137
- # **delete_allocation_composition_using_delete**
138
- > delete_allocation_composition_using_delete(allocation_composition_id)
139
-
140
- Delete an allocation composition
141
-
142
- Permanently delete an allocation composition record for an allocation.
143
-
144
- ### Example
145
- ```ruby
146
- # load the gem
147
- require 'nucleus_api'
148
- # Setup authorization
149
- NucleusApi.configure do |config|
150
- # Use one of the below method to generate oauth token
151
- # Creating a token for grant_type=client_credentials
152
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
153
- # Creating a token for grant_type=password
154
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
155
- # Creating a token using client token
156
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
157
- end
158
-
159
- api_instance = NucleusApi::AllocationApi.new
160
-
161
- allocation_composition_id = 'allocation_composition_id_example' # String | UUID allocation_composition_id
162
-
163
-
164
- begin
165
- #Delete an allocation composition
166
- api_instance.delete_allocation_composition_using_delete(allocation_composition_id)
167
- rescue NucleusApi::ApiError => e
168
- puts "Exception when calling AllocationApi->delete_allocation_composition_using_delete: #{e}"
169
- end
170
- ```
171
-
172
- ### Parameters
173
-
174
- Name | Type | Description | Notes
175
- ------------- | ------------- | ------------- | -------------
176
- **allocation_composition_id** | [**String**](.md)| UUID allocation_composition_id |
177
-
178
- ### Return type
179
-
180
- nil (empty response body)
181
-
182
- ### Authorization
183
-
184
- [oauth2](../README.md#oauth2)
185
-
186
- ### HTTP request headers
187
-
188
- - **Content-Type**: Not defined
189
- - **Accept**: */*
190
-
191
-
192
-
193
- # **delete_allocation_using_delete**
194
- > delete_allocation_using_delete(allocation_id)
195
-
196
- Delete an allocation
197
-
198
- Permanently delete an allocation defined by your firm.
199
-
200
- ### Example
201
- ```ruby
202
- # load the gem
203
- require 'nucleus_api'
204
- # Setup authorization
205
- NucleusApi.configure do |config|
206
- # Use one of the below method to generate oauth token
207
- # Creating a token for grant_type=client_credentials
208
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
209
- # Creating a token for grant_type=password
210
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
211
- # Creating a token using client token
212
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
213
- end
214
-
215
- api_instance = NucleusApi::AllocationApi.new
216
-
217
- allocation_id = 'allocation_id_example' # String | UUID allocation_id
218
-
219
-
220
- begin
221
- #Delete an allocation
222
- api_instance.delete_allocation_using_delete(allocation_id)
223
- rescue NucleusApi::ApiError => e
224
- puts "Exception when calling AllocationApi->delete_allocation_using_delete: #{e}"
225
- end
226
- ```
227
-
228
- ### Parameters
229
-
230
- Name | Type | Description | Notes
231
- ------------- | ------------- | ------------- | -------------
232
- **allocation_id** | [**String**](.md)| UUID allocation_id |
233
-
234
- ### Return type
235
-
236
- nil (empty response body)
237
-
238
- ### Authorization
239
-
240
- [oauth2](../README.md#oauth2)
241
-
242
- ### HTTP request headers
243
-
244
- - **Content-Type**: Not defined
245
- - **Accept**: */*
246
-
247
-
248
-
249
- # **get_allocation_all_aggregate_data_using_get**
250
- > AllocationAggregatedVO get_allocation_all_aggregate_data_using_get(allocation_id)
251
-
252
- List all Allocation aggregated data overview
253
-
254
- ### Example
255
- ```ruby
256
- # load the gem
257
- require 'nucleus_api'
258
- # Setup authorization
259
- NucleusApi.configure do |config|
260
- # Use one of the below method to generate oauth token
261
- # Creating a token for grant_type=client_credentials
262
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
263
- # Creating a token for grant_type=password
264
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
265
- # Creating a token using client token
266
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
267
- end
268
-
269
- api_instance = NucleusApi::AllocationApi.new
270
-
271
- allocation_id = 'allocation_id_example' # String | Allocation Id
272
-
273
-
274
- begin
275
- #List all Allocation aggregated data overview
276
- result = api_instance.get_allocation_all_aggregate_data_using_get(allocation_id)
277
- p result
278
- rescue NucleusApi::ApiError => e
279
- puts "Exception when calling AllocationApi->get_allocation_all_aggregate_data_using_get: #{e}"
280
- end
281
- ```
282
-
283
- ### Parameters
284
-
285
- Name | Type | Description | Notes
286
- ------------- | ------------- | ------------- | -------------
287
- **allocation_id** | [**String**](.md)| Allocation Id |
288
-
289
- ### Return type
290
-
291
- [**AllocationAggregatedVO**](AllocationAggregatedVO.md)
292
-
293
- ### Authorization
294
-
295
- [oauth2](../README.md#oauth2)
296
-
297
- ### HTTP request headers
298
-
299
- - **Content-Type**: Not defined
300
- - **Accept**: */*
301
-
302
-
303
-
304
- # **get_allocation_all_asset_size_all_using_get**
305
- > Array<DateDoubleVO> get_allocation_all_asset_size_all_using_get(allocation_id, opts)
306
-
307
- List all allocation asset sizes
308
-
309
- Get a list of asset sizes by date for a specific allocation.
310
-
311
- ### Example
312
- ```ruby
313
- # load the gem
314
- require 'nucleus_api'
315
- # Setup authorization
316
- NucleusApi.configure do |config|
317
- # Use one of the below method to generate oauth token
318
- # Creating a token for grant_type=client_credentials
319
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
320
- # Creating a token for grant_type=password
321
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
322
- # Creating a token using client token
323
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
324
- end
325
-
326
- api_instance = NucleusApi::AllocationApi.new
327
-
328
- allocation_id = 'allocation_id_example' # String | UUID allocation_id
329
-
330
- opts = {
331
- end_date: Date.parse('2013-10-20'), # Date | end date
332
- get_latest: true, # BOOLEAN | get_latest
333
- is_current_weight: true, # BOOLEAN | is_current_weight
334
- sort_type: 'sort_type_example', # String | D (Daily), Q (quarterly), M (Monthly), Y (Annually)
335
- start_date: Date.parse('2013-10-20') # Date | start date
336
- }
337
-
338
- begin
339
- #List all allocation asset sizes
340
- result = api_instance.get_allocation_all_asset_size_all_using_get(allocation_id, opts)
341
- p result
342
- rescue NucleusApi::ApiError => e
343
- puts "Exception when calling AllocationApi->get_allocation_all_asset_size_all_using_get: #{e}"
344
- end
345
- ```
346
-
347
- ### Parameters
348
-
349
- Name | Type | Description | Notes
350
- ------------- | ------------- | ------------- | -------------
351
- **allocation_id** | [**String**](.md)| UUID allocation_id |
352
- **end_date** | **Date**| end date | [optional]
353
- **get_latest** | **BOOLEAN**| get_latest | [optional]
354
- **is_current_weight** | **BOOLEAN**| is_current_weight | [optional] [default to true]
355
- **sort_type** | **String**| D (Daily), Q (quarterly), M (Monthly), Y (Annually) | [optional]
356
- **start_date** | **Date**| start date | [optional]
357
-
358
- ### Return type
359
-
360
- [**Array<DateDoubleVO>**](DateDoubleVO.md)
361
-
362
- ### Authorization
363
-
364
- [oauth2](../README.md#oauth2)
365
-
366
- ### HTTP request headers
367
-
368
- - **Content-Type**: Not defined
369
- - **Accept**: */*
370
-
371
-
372
-
373
- # **get_allocation_all_holding_all_using_get**
374
- > Array<ModelHoldingVO> get_allocation_all_holding_all_using_get(allocation_id, opts)
375
-
376
- List all allocation holdings
377
-
378
- Get the information for all securities assigned to a specific allocation.
379
-
380
- ### Example
381
- ```ruby
382
- # load the gem
383
- require 'nucleus_api'
384
- # Setup authorization
385
- NucleusApi.configure do |config|
386
- # Use one of the below method to generate oauth token
387
- # Creating a token for grant_type=client_credentials
388
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
389
- # Creating a token for grant_type=password
390
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
391
- # Creating a token using client token
392
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
393
- end
394
-
395
- api_instance = NucleusApi::AllocationApi.new
396
-
397
- allocation_id = 'allocation_id_example' # String | UUID allocation_id
398
-
399
- opts = {
400
- end_date: Date.parse('2013-10-20'), # Date | end date
401
- start_date: Date.parse('2013-10-20') # Date | start date
402
- }
403
-
404
- begin
405
- #List all allocation holdings
406
- result = api_instance.get_allocation_all_holding_all_using_get(allocation_id, opts)
407
- p result
408
- rescue NucleusApi::ApiError => e
409
- puts "Exception when calling AllocationApi->get_allocation_all_holding_all_using_get: #{e}"
410
- end
411
- ```
412
-
413
- ### Parameters
414
-
415
- Name | Type | Description | Notes
416
- ------------- | ------------- | ------------- | -------------
417
- **allocation_id** | [**String**](.md)| UUID allocation_id |
418
- **end_date** | **Date**| end date | [optional]
419
- **start_date** | **Date**| start date | [optional]
420
-
421
- ### Return type
422
-
423
- [**Array<ModelHoldingVO>**](ModelHoldingVO.md)
424
-
425
- ### Authorization
426
-
427
- [oauth2](../README.md#oauth2)
428
-
429
- ### HTTP request headers
430
-
431
- - **Content-Type**: Not defined
432
- - **Accept**: */*
433
-
434
-
435
-
436
- # **get_allocation_all_transaction_all_using_get**
437
- > PageModelTransaction get_allocation_all_transaction_all_using_get(allocation_id, opts)
438
-
439
- List all allocation transactions
440
-
441
- Get the information for all transactions made under an allocation to achieve the composition of the allocation.
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::AllocationApi.new
459
-
460
- allocation_id = 'allocation_id_example' # String | UUID allocation_id
461
-
462
- opts = {
463
- ascending: false, # BOOLEAN | ascending
464
- end_date: Date.parse('2013-10-20'), # Date | end date
465
- order_by: 'update_date', # String | order_by
466
- page: 0, # Integer | page
467
- size: 25, # Integer | size
468
- start_date: Date.parse('2013-10-20') # Date | start date
469
- }
470
-
471
- begin
472
- #List all allocation transactions
473
- result = api_instance.get_allocation_all_transaction_all_using_get(allocation_id, opts)
474
- p result
475
- rescue NucleusApi::ApiError => e
476
- puts "Exception when calling AllocationApi->get_allocation_all_transaction_all_using_get: #{e}"
477
- end
478
- ```
479
-
480
- ### Parameters
481
-
482
- Name | Type | Description | Notes
483
- ------------- | ------------- | ------------- | -------------
484
- **allocation_id** | [**String**](.md)| UUID allocation_id |
485
- **ascending** | **BOOLEAN**| ascending | [optional] [default to false]
486
- **end_date** | **Date**| end date | [optional]
487
- **order_by** | **String**| order_by | [optional] [default to update_date]
488
- **page** | **Integer**| page | [optional] [default to 0]
489
- **size** | **Integer**| size | [optional] [default to 25]
490
- **start_date** | **Date**| start date | [optional]
491
-
492
- ### Return type
493
-
494
- [**PageModelTransaction**](PageModelTransaction.md)
495
-
496
- ### Authorization
497
-
498
- [oauth2](../README.md#oauth2)
499
-
500
- ### HTTP request headers
501
-
502
- - **Content-Type**: Not defined
503
- - **Accept**: */*
504
-
505
-
506
-
507
- # **get_allocation_all_using_get**
508
- > PageAllocation get_allocation_all_using_get(opts)
509
-
510
- List all allocations
511
-
512
- Get details for all allocations defined for your firm.
513
-
514
- ### Example
515
- ```ruby
516
- # load the gem
517
- require 'nucleus_api'
518
- # Setup authorization
519
- NucleusApi.configure do |config|
520
- # Use one of the below method to generate oauth token
521
- # Creating a token for grant_type=client_credentials
522
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
523
- # Creating a token for grant_type=password
524
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
525
- # Creating a token using client token
526
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
527
- end
528
-
529
- api_instance = NucleusApi::AllocationApi.new
530
-
531
- opts = {
532
- ascending: false, # BOOLEAN | ascending
533
- filter: 'filter_example', # String | filter
534
- order_by: 'update_date', # String | order_by
535
- page: 0, # Integer | page
536
- size: 25 # Integer | size
537
- }
538
-
539
- begin
540
- #List all allocations
541
- result = api_instance.get_allocation_all_using_get(opts)
542
- p result
543
- rescue NucleusApi::ApiError => e
544
- puts "Exception when calling AllocationApi->get_allocation_all_using_get: #{e}"
545
- end
546
- ```
547
-
548
- ### Parameters
549
-
550
- Name | Type | Description | Notes
551
- ------------- | ------------- | ------------- | -------------
552
- **ascending** | **BOOLEAN**| ascending | [optional] [default to false]
553
- **filter** | **String**| filter | [optional]
554
- **order_by** | **String**| order_by | [optional] [default to update_date]
555
- **page** | **Integer**| page | [optional] [default to 0]
556
- **size** | **Integer**| size | [optional] [default to 25]
557
-
558
- ### Return type
559
-
560
- [**PageAllocation**](PageAllocation.md)
561
-
562
- ### Authorization
563
-
564
- [oauth2](../README.md#oauth2)
565
-
566
- ### HTTP request headers
567
-
568
- - **Content-Type**: Not defined
569
- - **Accept**: */*
570
-
571
-
572
-
573
- # **get_allocation_composition_all_using_get**
574
- > PageAllocationComposition get_allocation_composition_all_using_get(opts)
575
-
576
- List all allocations compositions
577
-
578
- Get the allocation composition for all allocations.
579
-
580
- ### Example
581
- ```ruby
582
- # load the gem
583
- require 'nucleus_api'
584
- # Setup authorization
585
- NucleusApi.configure do |config|
586
- # Use one of the below method to generate oauth token
587
- # Creating a token for grant_type=client_credentials
588
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
589
- # Creating a token for grant_type=password
590
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
591
- # Creating a token using client token
592
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
593
- end
594
-
595
- api_instance = NucleusApi::AllocationApi.new
596
-
597
- opts = {
598
- ascending: false, # BOOLEAN | ascending
599
- filter: 'filter_example', # String | filter
600
- order_by: 'update_date', # String | order_by
601
- page: 0, # Integer | page
602
- size: 25 # Integer | size
603
- }
604
-
605
- begin
606
- #List all allocations compositions
607
- result = api_instance.get_allocation_composition_all_using_get(opts)
608
- p result
609
- rescue NucleusApi::ApiError => e
610
- puts "Exception when calling AllocationApi->get_allocation_composition_all_using_get: #{e}"
611
- end
612
- ```
613
-
614
- ### Parameters
615
-
616
- Name | Type | Description | Notes
617
- ------------- | ------------- | ------------- | -------------
618
- **ascending** | **BOOLEAN**| ascending | [optional] [default to false]
619
- **filter** | **String**| filter | [optional]
620
- **order_by** | **String**| order_by | [optional] [default to update_date]
621
- **page** | **Integer**| page | [optional] [default to 0]
622
- **size** | **Integer**| size | [optional] [default to 25]
623
-
624
- ### Return type
625
-
626
- [**PageAllocationComposition**](PageAllocationComposition.md)
627
-
628
- ### Authorization
629
-
630
- [oauth2](../README.md#oauth2)
631
-
632
- ### HTTP request headers
633
-
634
- - **Content-Type**: Not defined
635
- - **Accept**: */*
636
-
637
-
638
-
639
- # **get_allocation_composition_using_get**
640
- > AllocationComposition get_allocation_composition_using_get(allocation_composition_id)
641
-
642
- Retrieve an allocation composition
643
-
644
- Retrieve the information of an allocation composition record for an allocation.
645
-
646
- ### Example
647
- ```ruby
648
- # load the gem
649
- require 'nucleus_api'
650
- # Setup authorization
651
- NucleusApi.configure do |config|
652
- # Use one of the below method to generate oauth token
653
- # Creating a token for grant_type=client_credentials
654
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
655
- # Creating a token for grant_type=password
656
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
657
- # Creating a token using client token
658
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
659
- end
660
-
661
- api_instance = NucleusApi::AllocationApi.new
662
-
663
- allocation_composition_id = 'allocation_composition_id_example' # String | UUID allocation_composition_id
664
-
665
-
666
- begin
667
- #Retrieve an allocation composition
668
- result = api_instance.get_allocation_composition_using_get(allocation_composition_id)
669
- p result
670
- rescue NucleusApi::ApiError => e
671
- puts "Exception when calling AllocationApi->get_allocation_composition_using_get: #{e}"
672
- end
673
- ```
674
-
675
- ### Parameters
676
-
677
- Name | Type | Description | Notes
678
- ------------- | ------------- | ------------- | -------------
679
- **allocation_composition_id** | [**String**](.md)| UUID allocation_composition_id |
680
-
681
- ### Return type
682
-
683
- [**AllocationComposition**](AllocationComposition.md)
684
-
685
- ### Authorization
686
-
687
- [oauth2](../README.md#oauth2)
688
-
689
- ### HTTP request headers
690
-
691
- - **Content-Type**: Not defined
692
- - **Accept**: */*
693
-
694
-
695
-
696
- # **get_allocation_using_get**
697
- > Allocation get_allocation_using_get(allocation_id)
698
-
699
- Retrieve an allocation
700
-
701
- Retrieve the information for an allocation defined by your firm.
702
-
703
- ### Example
704
- ```ruby
705
- # load the gem
706
- require 'nucleus_api'
707
- # Setup authorization
708
- NucleusApi.configure do |config|
709
- # Use one of the below method to generate oauth token
710
- # Creating a token for grant_type=client_credentials
711
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
712
- # Creating a token for grant_type=password
713
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
714
- # Creating a token using client token
715
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
716
- end
717
-
718
- api_instance = NucleusApi::AllocationApi.new
719
-
720
- allocation_id = 'allocation_id_example' # String | UUID allocation_id
721
-
722
-
723
- begin
724
- #Retrieve an allocation
725
- result = api_instance.get_allocation_using_get(allocation_id)
726
- p result
727
- rescue NucleusApi::ApiError => e
728
- puts "Exception when calling AllocationApi->get_allocation_using_get: #{e}"
729
- end
730
- ```
731
-
732
- ### Parameters
733
-
734
- Name | Type | Description | Notes
735
- ------------- | ------------- | ------------- | -------------
736
- **allocation_id** | [**String**](.md)| UUID allocation_id |
737
-
738
- ### Return type
739
-
740
- [**Allocation**](Allocation.md)
741
-
742
- ### Authorization
743
-
744
- [oauth2](../README.md#oauth2)
745
-
746
- ### HTTP request headers
747
-
748
- - **Content-Type**: Not defined
749
- - **Accept**: */*
750
-
751
-
752
-
753
- # **update_allocation_composition_using_put**
754
- > AllocationComposition update_allocation_composition_using_put(allocation_composition, allocation_composition_id)
755
-
756
- Update an allocation composition
757
-
758
- Update the information of an allocation composition record for an allocation.
759
-
760
- ### Example
761
- ```ruby
762
- # load the gem
763
- require 'nucleus_api'
764
- # Setup authorization
765
- NucleusApi.configure do |config|
766
- # Use one of the below method to generate oauth token
767
- # Creating a token for grant_type=client_credentials
768
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
769
- # Creating a token for grant_type=password
770
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
771
- # Creating a token using client token
772
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
773
- end
774
-
775
- api_instance = NucleusApi::AllocationApi.new
776
-
777
- allocation_composition = nil # Object | allocation_composition
778
-
779
- allocation_composition_id = 'allocation_composition_id_example' # String | UUID allocation_composition_id
780
-
781
-
782
- begin
783
- #Update an allocation composition
784
- result = api_instance.update_allocation_composition_using_put(allocation_composition, allocation_composition_id)
785
- p result
786
- rescue NucleusApi::ApiError => e
787
- puts "Exception when calling AllocationApi->update_allocation_composition_using_put: #{e}"
788
- end
789
- ```
790
-
791
- ### Parameters
792
-
793
- Name | Type | Description | Notes
794
- ------------- | ------------- | ------------- | -------------
795
- **allocation_composition** | **Object**| allocation_composition |
796
- **allocation_composition_id** | [**String**](.md)| UUID allocation_composition_id |
797
-
798
- ### Return type
799
-
800
- [**AllocationComposition**](AllocationComposition.md)
801
-
802
- ### Authorization
803
-
804
- [oauth2](../README.md#oauth2)
805
-
806
- ### HTTP request headers
807
-
808
- - **Content-Type**: application/json
809
- - **Accept**: */*
810
-
811
-
812
-
813
- # **update_allocation_using_put**
814
- > Allocation update_allocation_using_put(allocation, allocation_id)
815
-
816
- Update an allocation
817
-
818
- Update an allocation defined by your firm.
819
-
820
- ### Example
821
- ```ruby
822
- # load the gem
823
- require 'nucleus_api'
824
- # Setup authorization
825
- NucleusApi.configure do |config|
826
- # Use one of the below method to generate oauth token
827
- # Creating a token for grant_type=client_credentials
828
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
829
- # Creating a token for grant_type=password
830
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
831
- # Creating a token using client token
832
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
833
- end
834
-
835
- api_instance = NucleusApi::AllocationApi.new
836
-
837
- allocation = nil # Object | allocation
838
-
839
- allocation_id = 'allocation_id_example' # String | UUID allocation_id
840
-
841
-
842
- begin
843
- #Update an allocation
844
- result = api_instance.update_allocation_using_put(allocation, allocation_id)
845
- p result
846
- rescue NucleusApi::ApiError => e
847
- puts "Exception when calling AllocationApi->update_allocation_using_put: #{e}"
848
- end
849
- ```
850
-
851
- ### Parameters
852
-
853
- Name | Type | Description | Notes
854
- ------------- | ------------- | ------------- | -------------
855
- **allocation** | **Object**| allocation |
856
- **allocation_id** | [**String**](.md)| UUID allocation_id |
857
-
858
- ### Return type
859
-
860
- [**Allocation**](Allocation.md)
861
-
862
- ### Authorization
863
-
864
- [oauth2](../README.md#oauth2)
865
-
866
- ### HTTP request headers
867
-
868
- - **Content-Type**: application/json
869
- - **Accept**: */*
870
-
871
-
872
-