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/Stage.md DELETED
@@ -1,22 +0,0 @@
1
- # NucleusApi::Stage
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **category** | **String** | category | [optional]
7
- **create_date** | **DateTime** | | [optional]
8
- **description** | **String** | description | [optional]
9
- **id** | **String** | | [optional]
10
- **is_account** | **BOOLEAN** | is_account | [optional]
11
- **is_active** | **BOOLEAN** | is_active | [optional]
12
- **is_client** | **BOOLEAN** | is_client | [optional]
13
- **is_closed** | **BOOLEAN** | is_closed | [optional]
14
- **is_converted** | **BOOLEAN** | is_converted | [optional]
15
- **is_verified** | **BOOLEAN** | is_verified | [optional]
16
- **metadata** | **Hash<String, String>** | | [optional]
17
- **name** | **String** | name |
18
- **order_index** | **Integer** | orderIndex | [optional]
19
- **secondary_id** | **String** | | [optional]
20
- **update_date** | **DateTime** | | [optional]
21
-
22
-
data/docs/Stat.md DELETED
@@ -1,9 +0,0 @@
1
- # NucleusApi::Stat
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **stat_name** | **String** | statName |
7
- **stat_value** | **Float** | statValue |
8
-
9
-
data/docs/State.md DELETED
@@ -1,10 +0,0 @@
1
- # NucleusApi::State
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **abbreviation** | **String** | abbreviation | [optional]
7
- **country_code** | **String** | countryCode | [optional]
8
- **state** | **String** | state | [optional]
9
-
10
-
data/docs/StatisticResourceVO.md DELETED
@@ -1,11 +0,0 @@
1
- # NucleusApi::StatisticResourceVO
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **description** | **String** | | [optional]
7
- **parameter** | **String** | | [optional]
8
- **stat_name** | **String** | | [optional]
9
- **type** | **String** | | [optional]
10
-
11
-
data/docs/TokenDateRequest.md DELETED
@@ -1,13 +0,0 @@
1
- # NucleusApi::TokenDateRequest
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **account_id** | **String** | accountId | [optional]
7
- **buy_transaction_code_id** | **String** | buyTransactionCodeId | [optional]
8
- **client_id** | **String** | clientId | [optional]
9
- **date** | **DateTime** | date | [optional]
10
- **sell_transaction_code_id** | **String** | sellTransactionCodeId | [optional]
11
- **tenant_id** | **String** | tenantId | [optional]
12
-
13
-
data/docs/TransactionCode.md DELETED
@@ -1,20 +0,0 @@
1
- # NucleusApi::TransactionCode
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **category** | **String** | category | [optional]
7
- **create_date** | **DateTime** | | [optional]
8
- **id** | **String** | | [optional]
9
- **is_buy** | **String** | | [optional]
10
- **is_fee** | **String** | | [optional]
11
- **is_transfer** | **String** | | [optional]
12
- **metadata** | **Hash<String, String>** | | [optional]
13
- **secondary_id** | **String** | | [optional]
14
- **subcategory** | **String** | subcategory | [optional]
15
- **transaction_code** | **String** | transactionCode |
16
- **transaction_code_description** | **String** | transactionCodeDescription | [optional]
17
- **transaction_type** | **String** | transactionType | [optional]
18
- **update_date** | **DateTime** | | [optional]
19
-
20
-
data/docs/UtilsApi.md DELETED
@@ -1,911 +0,0 @@
1
- # NucleusApi::UtilsApi
2
-
3
- All URIs are relative to *https://sandbox.hydrogenplatform.com/nucleus/v1*
4
-
5
- Method | HTTP request | Description
6
- ------------- | ------------- | -------------
7
- [**create_reason_code_using_post**](UtilsApi.md#create_reason_code_using_post) | **POST** /reason_code | Create a reason code
8
- [**create_stage_using_post**](UtilsApi.md#create_stage_using_post) | **POST** /stage | Create an account stage
9
- [**create_transaction_code_using_post**](UtilsApi.md#create_transaction_code_using_post) | **POST** /transaction_code | Create a transaction code
10
- [**delete_reason_code_using_delete**](UtilsApi.md#delete_reason_code_using_delete) | **DELETE** /reason_code/{reason_code_id} | Delete a reason code
11
- [**delete_stage_using_delete**](UtilsApi.md#delete_stage_using_delete) | **DELETE** /stage/{stage_id} | Delete an account stage
12
- [**delete_transaction_code_using_delete**](UtilsApi.md#delete_transaction_code_using_delete) | **DELETE** /transaction_code/{transaction_code_id} | Delete a transaction code
13
- [**get_reason_code_all_using_get**](UtilsApi.md#get_reason_code_all_using_get) | **GET** /reason_code | List all reason codes
14
- [**get_reason_code_using_get**](UtilsApi.md#get_reason_code_using_get) | **GET** /reason_code/{reason_code_id} | Retrieve a reason code
15
- [**get_stage_all_using_get**](UtilsApi.md#get_stage_all_using_get) | **GET** /stage | List all account stages
16
- [**get_stage_using_get**](UtilsApi.md#get_stage_using_get) | **GET** /stage/{stage_id} | Retrieve an account stage
17
- [**get_transaction_code_all_using_get**](UtilsApi.md#get_transaction_code_all_using_get) | **GET** /transaction_code | List all transaction codes
18
- [**get_transaction_code_using_get**](UtilsApi.md#get_transaction_code_using_get) | **GET** /transaction_code/{transaction_code_id} | Retrieve a transaction code
19
- [**update_reason_code_using_put**](UtilsApi.md#update_reason_code_using_put) | **PUT** /reason_code/{reason_code_id} | Update a reason code
20
- [**update_stage_using_put**](UtilsApi.md#update_stage_using_put) | **PUT** /stage/{stage_id} | Update an account stage
21
- [**update_transaction_code_using_put**](UtilsApi.md#update_transaction_code_using_put) | **PUT** /transaction_code/{transaction_code_id} | Update a transaction code
22
-
23
-
24
- # **create_reason_code_using_post**
25
- > ReasonCode create_reason_code_using_post(reason_code_request)
26
-
27
- Create a reason code
28
-
29
- Create a new reason code for your firm.
30
-
31
- ### Example
32
- ```ruby
33
- # load the gem
34
- require 'nucleus_api'
35
- # Setup authorization
36
- NucleusApi.configure do |config|
37
- # Use one of the below method to generate oauth token
38
- # Creating a token for grant_type=client_credentials
39
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
40
- # Creating a token for grant_type=password
41
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
42
- # Creating a token using client token
43
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
44
- end
45
-
46
- api_instance = NucleusApi::UtilsApi.new
47
-
48
- reason_code_request = NucleusApi::ReasonCode.new # ReasonCode | reasonCodeRequest
49
-
50
-
51
- begin
52
- #Create a reason code
53
- result = api_instance.create_reason_code_using_post(reason_code_request)
54
- p result
55
- rescue NucleusApi::ApiError => e
56
- puts "Exception when calling UtilsApi->create_reason_code_using_post: #{e}"
57
- end
58
- ```
59
-
60
- ### Parameters
61
-
62
- Name | Type | Description | Notes
63
- ------------- | ------------- | ------------- | -------------
64
- **reason_code_request** | [**ReasonCode**](ReasonCode.md)| reasonCodeRequest |
65
-
66
- ### Return type
67
-
68
- [**ReasonCode**](ReasonCode.md)
69
-
70
- ### Authorization
71
-
72
- [oauth2](../README.md#oauth2)
73
-
74
- ### HTTP request headers
75
-
76
- - **Content-Type**: application/json
77
- - **Accept**: */*
78
-
79
-
80
-
81
- # **create_stage_using_post**
82
- > Stage create_stage_using_post(stage_request)
83
-
84
- Create an account stage
85
-
86
- Create a new account stage
87
-
88
- ### Example
89
- ```ruby
90
- # load the gem
91
- require 'nucleus_api'
92
- # Setup authorization
93
- NucleusApi.configure do |config|
94
- # Use one of the below method to generate oauth token
95
- # Creating a token for grant_type=client_credentials
96
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
97
- # Creating a token for grant_type=password
98
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
99
- # Creating a token using client token
100
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
101
- end
102
-
103
- api_instance = NucleusApi::UtilsApi.new
104
-
105
- stage_request = NucleusApi::Stage.new # Stage | stageRequest
106
-
107
-
108
- begin
109
- #Create an account stage
110
- result = api_instance.create_stage_using_post(stage_request)
111
- p result
112
- rescue NucleusApi::ApiError => e
113
- puts "Exception when calling UtilsApi->create_stage_using_post: #{e}"
114
- end
115
- ```
116
-
117
- ### Parameters
118
-
119
- Name | Type | Description | Notes
120
- ------------- | ------------- | ------------- | -------------
121
- **stage_request** | [**Stage**](Stage.md)| stageRequest |
122
-
123
- ### Return type
124
-
125
- [**Stage**](Stage.md)
126
-
127
- ### Authorization
128
-
129
- [oauth2](../README.md#oauth2)
130
-
131
- ### HTTP request headers
132
-
133
- - **Content-Type**: application/json
134
- - **Accept**: */*
135
-
136
-
137
-
138
- # **create_transaction_code_using_post**
139
- > TransactionCode create_transaction_code_using_post(transaction_request)
140
-
141
- Create a transaction code
142
-
143
- Create a new transaction code for your firm.
144
-
145
- ### Example
146
- ```ruby
147
- # load the gem
148
- require 'nucleus_api'
149
- # Setup authorization
150
- NucleusApi.configure do |config|
151
- # Use one of the below method to generate oauth token
152
- # Creating a token for grant_type=client_credentials
153
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
154
- # Creating a token for grant_type=password
155
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
156
- # Creating a token using client token
157
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
158
- end
159
-
160
- api_instance = NucleusApi::UtilsApi.new
161
-
162
- transaction_request = NucleusApi::TransactionCode.new # TransactionCode | transactionRequest
163
-
164
-
165
- begin
166
- #Create a transaction code
167
- result = api_instance.create_transaction_code_using_post(transaction_request)
168
- p result
169
- rescue NucleusApi::ApiError => e
170
- puts "Exception when calling UtilsApi->create_transaction_code_using_post: #{e}"
171
- end
172
- ```
173
-
174
- ### Parameters
175
-
176
- Name | Type | Description | Notes
177
- ------------- | ------------- | ------------- | -------------
178
- **transaction_request** | [**TransactionCode**](TransactionCode.md)| transactionRequest |
179
-
180
- ### Return type
181
-
182
- [**TransactionCode**](TransactionCode.md)
183
-
184
- ### Authorization
185
-
186
- [oauth2](../README.md#oauth2)
187
-
188
- ### HTTP request headers
189
-
190
- - **Content-Type**: application/json
191
- - **Accept**: */*
192
-
193
-
194
-
195
- # **delete_reason_code_using_delete**
196
- > delete_reason_code_using_delete(reason_code_id)
197
-
198
- Delete a reason code
199
-
200
- Permanently delete a reason code for your firm.
201
-
202
- ### Example
203
- ```ruby
204
- # load the gem
205
- require 'nucleus_api'
206
- # Setup authorization
207
- NucleusApi.configure do |config|
208
- # Use one of the below method to generate oauth token
209
- # Creating a token for grant_type=client_credentials
210
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
211
- # Creating a token for grant_type=password
212
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
213
- # Creating a token using client token
214
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
215
- end
216
-
217
- api_instance = NucleusApi::UtilsApi.new
218
-
219
- reason_code_id = 'reason_code_id_example' # String | UUID reason_code_id
220
-
221
-
222
- begin
223
- #Delete a reason code
224
- api_instance.delete_reason_code_using_delete(reason_code_id)
225
- rescue NucleusApi::ApiError => e
226
- puts "Exception when calling UtilsApi->delete_reason_code_using_delete: #{e}"
227
- end
228
- ```
229
-
230
- ### Parameters
231
-
232
- Name | Type | Description | Notes
233
- ------------- | ------------- | ------------- | -------------
234
- **reason_code_id** | [**String**](.md)| UUID reason_code_id |
235
-
236
- ### Return type
237
-
238
- nil (empty response body)
239
-
240
- ### Authorization
241
-
242
- [oauth2](../README.md#oauth2)
243
-
244
- ### HTTP request headers
245
-
246
- - **Content-Type**: Not defined
247
- - **Accept**: */*
248
-
249
-
250
-
251
- # **delete_stage_using_delete**
252
- > delete_stage_using_delete(stage_id)
253
-
254
- Delete an account stage
255
-
256
- Permanently delete an account stage.
257
-
258
- ### Example
259
- ```ruby
260
- # load the gem
261
- require 'nucleus_api'
262
- # Setup authorization
263
- NucleusApi.configure do |config|
264
- # Use one of the below method to generate oauth token
265
- # Creating a token for grant_type=client_credentials
266
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
267
- # Creating a token for grant_type=password
268
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
269
- # Creating a token using client token
270
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
271
- end
272
-
273
- api_instance = NucleusApi::UtilsApi.new
274
-
275
- stage_id = 'stage_id_example' # String | UUID stage_id
276
-
277
-
278
- begin
279
- #Delete an account stage
280
- api_instance.delete_stage_using_delete(stage_id)
281
- rescue NucleusApi::ApiError => e
282
- puts "Exception when calling UtilsApi->delete_stage_using_delete: #{e}"
283
- end
284
- ```
285
-
286
- ### Parameters
287
-
288
- Name | Type | Description | Notes
289
- ------------- | ------------- | ------------- | -------------
290
- **stage_id** | [**String**](.md)| UUID stage_id |
291
-
292
- ### Return type
293
-
294
- nil (empty response body)
295
-
296
- ### Authorization
297
-
298
- [oauth2](../README.md#oauth2)
299
-
300
- ### HTTP request headers
301
-
302
- - **Content-Type**: Not defined
303
- - **Accept**: */*
304
-
305
-
306
-
307
- # **delete_transaction_code_using_delete**
308
- > delete_transaction_code_using_delete(transaction_code_id)
309
-
310
- Delete a transaction code
311
-
312
- Permanently delete a transaction code for your firm.
313
-
314
- ### Example
315
- ```ruby
316
- # load the gem
317
- require 'nucleus_api'
318
- # Setup authorization
319
- NucleusApi.configure do |config|
320
- # Use one of the below method to generate oauth token
321
- # Creating a token for grant_type=client_credentials
322
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
323
- # Creating a token for grant_type=password
324
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
325
- # Creating a token using client token
326
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
327
- end
328
-
329
- api_instance = NucleusApi::UtilsApi.new
330
-
331
- transaction_code_id = 'transaction_code_id_example' # String | UUID transaction_code_id
332
-
333
-
334
- begin
335
- #Delete a transaction code
336
- api_instance.delete_transaction_code_using_delete(transaction_code_id)
337
- rescue NucleusApi::ApiError => e
338
- puts "Exception when calling UtilsApi->delete_transaction_code_using_delete: #{e}"
339
- end
340
- ```
341
-
342
- ### Parameters
343
-
344
- Name | Type | Description | Notes
345
- ------------- | ------------- | ------------- | -------------
346
- **transaction_code_id** | [**String**](.md)| UUID transaction_code_id |
347
-
348
- ### Return type
349
-
350
- nil (empty response body)
351
-
352
- ### Authorization
353
-
354
- [oauth2](../README.md#oauth2)
355
-
356
- ### HTTP request headers
357
-
358
- - **Content-Type**: Not defined
359
- - **Accept**: */*
360
-
361
-
362
-
363
- # **get_reason_code_all_using_get**
364
- > PageReasonCode get_reason_code_all_using_get(opts)
365
-
366
- List all reason codes
367
-
368
- Get the information for all reason codes defined by your firm.
369
-
370
- ### Example
371
- ```ruby
372
- # load the gem
373
- require 'nucleus_api'
374
- # Setup authorization
375
- NucleusApi.configure do |config|
376
- # Use one of the below method to generate oauth token
377
- # Creating a token for grant_type=client_credentials
378
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
379
- # Creating a token for grant_type=password
380
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
381
- # Creating a token using client token
382
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
383
- end
384
-
385
- api_instance = NucleusApi::UtilsApi.new
386
-
387
- opts = {
388
- ascending: false, # BOOLEAN | ascending
389
- filter: 'filter_example', # String | filter
390
- order_by: 'update_date', # String | order_by
391
- page: 0, # Integer | page
392
- size: 25 # Integer | size
393
- }
394
-
395
- begin
396
- #List all reason codes
397
- result = api_instance.get_reason_code_all_using_get(opts)
398
- p result
399
- rescue NucleusApi::ApiError => e
400
- puts "Exception when calling UtilsApi->get_reason_code_all_using_get: #{e}"
401
- end
402
- ```
403
-
404
- ### Parameters
405
-
406
- Name | Type | Description | Notes
407
- ------------- | ------------- | ------------- | -------------
408
- **ascending** | **BOOLEAN**| ascending | [optional] [default to false]
409
- **filter** | **String**| filter | [optional]
410
- **order_by** | **String**| order_by | [optional] [default to update_date]
411
- **page** | **Integer**| page | [optional] [default to 0]
412
- **size** | **Integer**| size | [optional] [default to 25]
413
-
414
- ### Return type
415
-
416
- [**PageReasonCode**](PageReasonCode.md)
417
-
418
- ### Authorization
419
-
420
- [oauth2](../README.md#oauth2)
421
-
422
- ### HTTP request headers
423
-
424
- - **Content-Type**: Not defined
425
- - **Accept**: */*
426
-
427
-
428
-
429
- # **get_reason_code_using_get**
430
- > ReasonCode get_reason_code_using_get(reason_code_id)
431
-
432
- Retrieve a reason code
433
-
434
- Retrieve the information for a reason code defined by your firm.
435
-
436
- ### Example
437
- ```ruby
438
- # load the gem
439
- require 'nucleus_api'
440
- # Setup authorization
441
- NucleusApi.configure do |config|
442
- # Use one of the below method to generate oauth token
443
- # Creating a token for grant_type=client_credentials
444
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
445
- # Creating a token for grant_type=password
446
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
447
- # Creating a token using client token
448
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
449
- end
450
-
451
- api_instance = NucleusApi::UtilsApi.new
452
-
453
- reason_code_id = 'reason_code_id_example' # String | UUID reason_code_id
454
-
455
-
456
- begin
457
- #Retrieve a reason code
458
- result = api_instance.get_reason_code_using_get(reason_code_id)
459
- p result
460
- rescue NucleusApi::ApiError => e
461
- puts "Exception when calling UtilsApi->get_reason_code_using_get: #{e}"
462
- end
463
- ```
464
-
465
- ### Parameters
466
-
467
- Name | Type | Description | Notes
468
- ------------- | ------------- | ------------- | -------------
469
- **reason_code_id** | [**String**](.md)| UUID reason_code_id |
470
-
471
- ### Return type
472
-
473
- [**ReasonCode**](ReasonCode.md)
474
-
475
- ### Authorization
476
-
477
- [oauth2](../README.md#oauth2)
478
-
479
- ### HTTP request headers
480
-
481
- - **Content-Type**: Not defined
482
- - **Accept**: */*
483
-
484
-
485
-
486
- # **get_stage_all_using_get**
487
- > PageStage get_stage_all_using_get(opts)
488
-
489
- List all account stages
490
-
491
- Get the information for all possible account stages.
492
-
493
- ### Example
494
- ```ruby
495
- # load the gem
496
- require 'nucleus_api'
497
- # Setup authorization
498
- NucleusApi.configure do |config|
499
- # Use one of the below method to generate oauth token
500
- # Creating a token for grant_type=client_credentials
501
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
502
- # Creating a token for grant_type=password
503
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
504
- # Creating a token using client token
505
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
506
- end
507
-
508
- api_instance = NucleusApi::UtilsApi.new
509
-
510
- opts = {
511
- ascending: false, # BOOLEAN | ascending
512
- filter: 'filter_example', # String | filter
513
- order_by: 'update_date', # String | order_by
514
- page: 0, # Integer | page
515
- size: 25 # Integer | size
516
- }
517
-
518
- begin
519
- #List all account stages
520
- result = api_instance.get_stage_all_using_get(opts)
521
- p result
522
- rescue NucleusApi::ApiError => e
523
- puts "Exception when calling UtilsApi->get_stage_all_using_get: #{e}"
524
- end
525
- ```
526
-
527
- ### Parameters
528
-
529
- Name | Type | Description | Notes
530
- ------------- | ------------- | ------------- | -------------
531
- **ascending** | **BOOLEAN**| ascending | [optional] [default to false]
532
- **filter** | **String**| filter | [optional]
533
- **order_by** | **String**| order_by | [optional] [default to update_date]
534
- **page** | **Integer**| page | [optional] [default to 0]
535
- **size** | **Integer**| size | [optional] [default to 25]
536
-
537
- ### Return type
538
-
539
- [**PageStage**](PageStage.md)
540
-
541
- ### Authorization
542
-
543
- [oauth2](../README.md#oauth2)
544
-
545
- ### HTTP request headers
546
-
547
- - **Content-Type**: Not defined
548
- - **Accept**: */*
549
-
550
-
551
-
552
- # **get_stage_using_get**
553
- > Stage get_stage_using_get(stage_id)
554
-
555
- Retrieve an account stage
556
-
557
- Retrieve the information for a specific account stage.
558
-
559
- ### Example
560
- ```ruby
561
- # load the gem
562
- require 'nucleus_api'
563
- # Setup authorization
564
- NucleusApi.configure do |config|
565
- # Use one of the below method to generate oauth token
566
- # Creating a token for grant_type=client_credentials
567
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
568
- # Creating a token for grant_type=password
569
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
570
- # Creating a token using client token
571
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
572
- end
573
-
574
- api_instance = NucleusApi::UtilsApi.new
575
-
576
- stage_id = 'stage_id_example' # String | UUID stage_id
577
-
578
-
579
- begin
580
- #Retrieve an account stage
581
- result = api_instance.get_stage_using_get(stage_id)
582
- p result
583
- rescue NucleusApi::ApiError => e
584
- puts "Exception when calling UtilsApi->get_stage_using_get: #{e}"
585
- end
586
- ```
587
-
588
- ### Parameters
589
-
590
- Name | Type | Description | Notes
591
- ------------- | ------------- | ------------- | -------------
592
- **stage_id** | [**String**](.md)| UUID stage_id |
593
-
594
- ### Return type
595
-
596
- [**Stage**](Stage.md)
597
-
598
- ### Authorization
599
-
600
- [oauth2](../README.md#oauth2)
601
-
602
- ### HTTP request headers
603
-
604
- - **Content-Type**: Not defined
605
- - **Accept**: */*
606
-
607
-
608
-
609
- # **get_transaction_code_all_using_get**
610
- > PageTransactionCode get_transaction_code_all_using_get(opts)
611
-
612
- List all transaction codes
613
-
614
- Get the information for all transaction codes defined by your firm.
615
-
616
- ### Example
617
- ```ruby
618
- # load the gem
619
- require 'nucleus_api'
620
- # Setup authorization
621
- NucleusApi.configure do |config|
622
- # Use one of the below method to generate oauth token
623
- # Creating a token for grant_type=client_credentials
624
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
625
- # Creating a token for grant_type=password
626
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
627
- # Creating a token using client token
628
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
629
- end
630
-
631
- api_instance = NucleusApi::UtilsApi.new
632
-
633
- opts = {
634
- ascending: false, # BOOLEAN | ascending
635
- filter: 'filter_example', # String | filter
636
- order_by: 'update_date', # String | order_by
637
- page: 0, # Integer | page
638
- size: 25 # Integer | size
639
- }
640
-
641
- begin
642
- #List all transaction codes
643
- result = api_instance.get_transaction_code_all_using_get(opts)
644
- p result
645
- rescue NucleusApi::ApiError => e
646
- puts "Exception when calling UtilsApi->get_transaction_code_all_using_get: #{e}"
647
- end
648
- ```
649
-
650
- ### Parameters
651
-
652
- Name | Type | Description | Notes
653
- ------------- | ------------- | ------------- | -------------
654
- **ascending** | **BOOLEAN**| ascending | [optional] [default to false]
655
- **filter** | **String**| filter | [optional]
656
- **order_by** | **String**| order_by | [optional] [default to update_date]
657
- **page** | **Integer**| page | [optional] [default to 0]
658
- **size** | **Integer**| size | [optional] [default to 25]
659
-
660
- ### Return type
661
-
662
- [**PageTransactionCode**](PageTransactionCode.md)
663
-
664
- ### Authorization
665
-
666
- [oauth2](../README.md#oauth2)
667
-
668
- ### HTTP request headers
669
-
670
- - **Content-Type**: Not defined
671
- - **Accept**: */*
672
-
673
-
674
-
675
- # **get_transaction_code_using_get**
676
- > TransactionCode get_transaction_code_using_get(transaction_code_id)
677
-
678
- Retrieve a transaction code
679
-
680
- Retrieve the information for a transaction code defined by your firm.
681
-
682
- ### Example
683
- ```ruby
684
- # load the gem
685
- require 'nucleus_api'
686
- # Setup authorization
687
- NucleusApi.configure do |config|
688
- # Use one of the below method to generate oauth token
689
- # Creating a token for grant_type=client_credentials
690
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
691
- # Creating a token for grant_type=password
692
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
693
- # Creating a token using client token
694
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
695
- end
696
-
697
- api_instance = NucleusApi::UtilsApi.new
698
-
699
- transaction_code_id = 'transaction_code_id_example' # String | UUID transaction_code_id
700
-
701
-
702
- begin
703
- #Retrieve a transaction code
704
- result = api_instance.get_transaction_code_using_get(transaction_code_id)
705
- p result
706
- rescue NucleusApi::ApiError => e
707
- puts "Exception when calling UtilsApi->get_transaction_code_using_get: #{e}"
708
- end
709
- ```
710
-
711
- ### Parameters
712
-
713
- Name | Type | Description | Notes
714
- ------------- | ------------- | ------------- | -------------
715
- **transaction_code_id** | [**String**](.md)| UUID transaction_code_id |
716
-
717
- ### Return type
718
-
719
- [**TransactionCode**](TransactionCode.md)
720
-
721
- ### Authorization
722
-
723
- [oauth2](../README.md#oauth2)
724
-
725
- ### HTTP request headers
726
-
727
- - **Content-Type**: Not defined
728
- - **Accept**: */*
729
-
730
-
731
-
732
- # **update_reason_code_using_put**
733
- > ReasonCode update_reason_code_using_put(reason_code, reason_code_id)
734
-
735
- Update a reason code
736
-
737
- Update a reason code for your firm.
738
-
739
- ### Example
740
- ```ruby
741
- # load the gem
742
- require 'nucleus_api'
743
- # Setup authorization
744
- NucleusApi.configure do |config|
745
- # Use one of the below method to generate oauth token
746
- # Creating a token for grant_type=client_credentials
747
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
748
- # Creating a token for grant_type=password
749
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
750
- # Creating a token using client token
751
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
752
- end
753
-
754
- api_instance = NucleusApi::UtilsApi.new
755
-
756
- reason_code = nil # Object | reason_code
757
-
758
- reason_code_id = 'reason_code_id_example' # String | UUID reason_code_id
759
-
760
-
761
- begin
762
- #Update a reason code
763
- result = api_instance.update_reason_code_using_put(reason_code, reason_code_id)
764
- p result
765
- rescue NucleusApi::ApiError => e
766
- puts "Exception when calling UtilsApi->update_reason_code_using_put: #{e}"
767
- end
768
- ```
769
-
770
- ### Parameters
771
-
772
- Name | Type | Description | Notes
773
- ------------- | ------------- | ------------- | -------------
774
- **reason_code** | **Object**| reason_code |
775
- **reason_code_id** | [**String**](.md)| UUID reason_code_id |
776
-
777
- ### Return type
778
-
779
- [**ReasonCode**](ReasonCode.md)
780
-
781
- ### Authorization
782
-
783
- [oauth2](../README.md#oauth2)
784
-
785
- ### HTTP request headers
786
-
787
- - **Content-Type**: application/json
788
- - **Accept**: */*
789
-
790
-
791
-
792
- # **update_stage_using_put**
793
- > Stage update_stage_using_put(stage, stage_id)
794
-
795
- Update an account stage
796
-
797
- Update the information for an account stage.
798
-
799
- ### Example
800
- ```ruby
801
- # load the gem
802
- require 'nucleus_api'
803
- # Setup authorization
804
- NucleusApi.configure do |config|
805
- # Use one of the below method to generate oauth token
806
- # Creating a token for grant_type=client_credentials
807
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
808
- # Creating a token for grant_type=password
809
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
810
- # Creating a token using client token
811
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
812
- end
813
-
814
- api_instance = NucleusApi::UtilsApi.new
815
-
816
- stage = nil # Object | stage
817
-
818
- stage_id = 'stage_id_example' # String | UUID stage_id
819
-
820
-
821
- begin
822
- #Update an account stage
823
- result = api_instance.update_stage_using_put(stage, stage_id)
824
- p result
825
- rescue NucleusApi::ApiError => e
826
- puts "Exception when calling UtilsApi->update_stage_using_put: #{e}"
827
- end
828
- ```
829
-
830
- ### Parameters
831
-
832
- Name | Type | Description | Notes
833
- ------------- | ------------- | ------------- | -------------
834
- **stage** | **Object**| stage |
835
- **stage_id** | [**String**](.md)| UUID stage_id |
836
-
837
- ### Return type
838
-
839
- [**Stage**](Stage.md)
840
-
841
- ### Authorization
842
-
843
- [oauth2](../README.md#oauth2)
844
-
845
- ### HTTP request headers
846
-
847
- - **Content-Type**: application/json
848
- - **Accept**: */*
849
-
850
-
851
-
852
- # **update_transaction_code_using_put**
853
- > TransactionCode update_transaction_code_using_put(transaction_code, transaction_code_id)
854
-
855
- Update a transaction code
856
-
857
- Update a transaction code for your firm.
858
-
859
- ### Example
860
- ```ruby
861
- # load the gem
862
- require 'nucleus_api'
863
- # Setup authorization
864
- NucleusApi.configure do |config|
865
- # Use one of the below method to generate oauth token
866
- # Creating a token for grant_type=client_credentials
867
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
868
- # Creating a token for grant_type=password
869
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
870
- # Creating a token using client token
871
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
872
- end
873
-
874
- api_instance = NucleusApi::UtilsApi.new
875
-
876
- transaction_code = nil # Object | transaction_code
877
-
878
- transaction_code_id = 'transaction_code_id_example' # String | UUID transaction_code_id
879
-
880
-
881
- begin
882
- #Update a transaction code
883
- result = api_instance.update_transaction_code_using_put(transaction_code, transaction_code_id)
884
- p result
885
- rescue NucleusApi::ApiError => e
886
- puts "Exception when calling UtilsApi->update_transaction_code_using_put: #{e}"
887
- end
888
- ```
889
-
890
- ### Parameters
891
-
892
- Name | Type | Description | Notes
893
- ------------- | ------------- | ------------- | -------------
894
- **transaction_code** | **Object**| transaction_code |
895
- **transaction_code_id** | [**String**](.md)| UUID transaction_code_id |
896
-
897
- ### Return type
898
-
899
- [**TransactionCode**](TransactionCode.md)
900
-
901
- ### Authorization
902
-
903
- [oauth2](../README.md#oauth2)
904
-
905
- ### HTTP request headers
906
-
907
- - **Content-Type**: application/json
908
- - **Accept**: */*
909
-
910
-
911
-