nucleus_api 1.8.0

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Files changed (805) hide show
  1. checksums.yaml +7 -0
  2. data/Gemfile +7 -0
  3. data/README.md +787 -0
  4. data/Rakefile +8 -0
  5. data/docs/Account.md +22 -0
  6. data/docs/AccountAllocationMapping.md +17 -0
  7. data/docs/AccountApi.md +1919 -0
  8. data/docs/AccountMap.md +9 -0
  9. data/docs/AccountPermissionVO.md +9 -0
  10. data/docs/AccountPortfolioRebalanceRequest.md +21 -0
  11. data/docs/AccountStatus.md +16 -0
  12. data/docs/AccountType.md +23 -0
  13. data/docs/AclClientPermissionVO.md +10 -0
  14. data/docs/AdminClient.md +18 -0
  15. data/docs/AdminClientApi.md +309 -0
  16. data/docs/AggregationAccount.md +30 -0
  17. data/docs/AggregationAccountApi.md +1702 -0
  18. data/docs/AggregationAccountBalance.md +18 -0
  19. data/docs/AggregationAccountHolding.md +26 -0
  20. data/docs/AggregationAccountTransaction.md +23 -0
  21. data/docs/AggregationAccountsMap.md +9 -0
  22. data/docs/Allocation.md +22 -0
  23. data/docs/AllocationAggregatedVO.md +13 -0
  24. data/docs/AllocationApi.md +872 -0
  25. data/docs/AllocationComposition.md +18 -0
  26. data/docs/AllocationCompositionAggregatedVO.md +19 -0
  27. data/docs/AllocationCompositionModelHoldingsVO.md +22 -0
  28. data/docs/AllocationNodeMap.md +8 -0
  29. data/docs/Answer.md +18 -0
  30. data/docs/AnswerMap.md +8 -0
  31. data/docs/Application.md +15 -0
  32. data/docs/ApplicationApi.md +309 -0
  33. data/docs/AuditLog.md +23 -0
  34. data/docs/AuditLogApi.md +191 -0
  35. data/docs/AvailableDateDoubleVO.md +14 -0
  36. data/docs/BankCredit.md +15 -0
  37. data/docs/BankLink.md +29 -0
  38. data/docs/BankLinkMap.md +9 -0
  39. data/docs/Benchmark.md +17 -0
  40. data/docs/BenchmarkApi.md +375 -0
  41. data/docs/BenchmarkComposition.md +9 -0
  42. data/docs/Brokers.md +9 -0
  43. data/docs/Budget.md +25 -0
  44. data/docs/BudgetAggregationAccount.md +8 -0
  45. data/docs/BudgetApi.md +315 -0
  46. data/docs/BudgetObject.md +10 -0
  47. data/docs/BulkApi.md +249 -0
  48. data/docs/BulkTransaction.md +13 -0
  49. data/docs/BulkTransactionVO.md +12 -0
  50. data/docs/Business.md +32 -0
  51. data/docs/BusinessAddress.md +15 -0
  52. data/docs/BusinessApi.md +523 -0
  53. data/docs/Card.md +35 -0
  54. data/docs/CardAddress.md +14 -0
  55. data/docs/CardApi.md +754 -0
  56. data/docs/CardProgram.md +23 -0
  57. data/docs/Cash.md +10 -0
  58. data/docs/CategoriesMap.md +9 -0
  59. data/docs/CategoryInternalResponseVO.md +10 -0
  60. data/docs/CategoryResponseVO.md +9 -0
  61. data/docs/Check.md +10 -0
  62. data/docs/CheckImages.md +9 -0
  63. data/docs/Client.md +39 -0
  64. data/docs/ClientAccountMapping.md +10 -0
  65. data/docs/ClientAddress.md +15 -0
  66. data/docs/ClientApi.md +1008 -0
  67. data/docs/ClientRelationship.md +10 -0
  68. data/docs/ClientResponse.md +17 -0
  69. data/docs/ClientStatus.md +16 -0
  70. data/docs/ClientViewGoalData.md +21 -0
  71. data/docs/Country.md +12 -0
  72. data/docs/Currency.md +11 -0
  73. data/docs/Customer.md +21 -0
  74. data/docs/CustomerAddress.md +14 -0
  75. data/docs/CustomerApi.md +616 -0
  76. data/docs/CustomerRevenue.md +16 -0
  77. data/docs/DailyDeposit.md +28 -0
  78. data/docs/DailyWithdrawal.md +29 -0
  79. data/docs/DateDoubleVO.md +10 -0
  80. data/docs/DecisionTree.md +17 -0
  81. data/docs/DecisionTreeApi.md +971 -0
  82. data/docs/DecisionTreeCO.md +9 -0
  83. data/docs/DecisionTreeResultVO.md +9 -0
  84. data/docs/Document.md +30 -0
  85. data/docs/DocumentApi.md +309 -0
  86. data/docs/Employment.md +11 -0
  87. data/docs/ExternalAccountTransfer.md +28 -0
  88. data/docs/Feature.md +18 -0
  89. data/docs/FeatureApi.md +610 -0
  90. data/docs/FeatureTrack.md +14 -0
  91. data/docs/FinancialStatement.md +23 -0
  92. data/docs/FinancialStatementApi.md +315 -0
  93. data/docs/Funding.md +37 -0
  94. data/docs/FundingApi.md +1601 -0
  95. data/docs/FundingRequestMap.md +8 -0
  96. data/docs/FxRateView.md +11 -0
  97. data/docs/Goal.md +24 -0
  98. data/docs/GoalAccountMapping.md +11 -0
  99. data/docs/GoalApi.md +841 -0
  100. data/docs/GoalTrack.md +26 -0
  101. data/docs/GoalTrackAccounts.md +8 -0
  102. data/docs/Household.md +18 -0
  103. data/docs/HouseholdApi.md +523 -0
  104. data/docs/Investment.md +16 -0
  105. data/docs/Invoice.md +32 -0
  106. data/docs/InvoiceApi.md +622 -0
  107. data/docs/InvoicePayment.md +15 -0
  108. data/docs/JsonNode.md +29 -0
  109. data/docs/LineItems.md +15 -0
  110. data/docs/Location.md +15 -0
  111. data/docs/MXMerchantRes.md +14 -0
  112. data/docs/Member.md +11 -0
  113. data/docs/MerchantCategoryCode.md +11 -0
  114. data/docs/MerchantsMap.md +9 -0
  115. data/docs/Model.md +29 -0
  116. data/docs/ModelApi.md +1580 -0
  117. data/docs/ModelAssetSize.md +16 -0
  118. data/docs/ModelComment.md +15 -0
  119. data/docs/ModelHolding.md +25 -0
  120. data/docs/ModelHoldingVO.md +11 -0
  121. data/docs/ModelTransaction.md +17 -0
  122. data/docs/Node.md +15 -0
  123. data/docs/NodeRelationship.md +18 -0
  124. data/docs/Notification.md +20 -0
  125. data/docs/NotificationApi.md +911 -0
  126. data/docs/NotificationClient.md +19 -0
  127. data/docs/NotificationSetting.md +19 -0
  128. data/docs/Order.md +27 -0
  129. data/docs/OrderApi.md +1764 -0
  130. data/docs/OrderBulk.md +18 -0
  131. data/docs/OrderReconcileRequest.md +12 -0
  132. data/docs/OrderReconcileReturnObject.md +12 -0
  133. data/docs/OrderStatus.md +14 -0
  134. data/docs/OrderTrack.md +20 -0
  135. data/docs/OrderVoClone.md +20 -0
  136. data/docs/Overflow.md +16 -0
  137. data/docs/OverflowApi.md +492 -0
  138. data/docs/OverflowBankLinkMap.md +9 -0
  139. data/docs/OverflowSettings.md +17 -0
  140. data/docs/OverflowVO.md +10 -0
  141. data/docs/Ownership.md +12 -0
  142. data/docs/PageAccount.md +16 -0
  143. data/docs/PageAccountAllocationMapping.md +16 -0
  144. data/docs/PageAccountPermissionVO.md +16 -0
  145. data/docs/PageAccountStatus.md +16 -0
  146. data/docs/PageAccountType.md +16 -0
  147. data/docs/PageAdminClient.md +16 -0
  148. data/docs/PageAggregationAccount.md +16 -0
  149. data/docs/PageAggregationAccountBalance.md +16 -0
  150. data/docs/PageAggregationAccountHolding.md +16 -0
  151. data/docs/PageAggregationAccountTransaction.md +16 -0
  152. data/docs/PageAllocation.md +16 -0
  153. data/docs/PageAllocationComposition.md +16 -0
  154. data/docs/PageAnswer.md +16 -0
  155. data/docs/PageApplication.md +16 -0
  156. data/docs/PageAuditLog.md +16 -0
  157. data/docs/PageBankLink.md +16 -0
  158. data/docs/PageBenchmark.md +16 -0
  159. data/docs/PageBudget.md +16 -0
  160. data/docs/PageBusiness.md +16 -0
  161. data/docs/PageCard.md +16 -0
  162. data/docs/PageCardProgram.md +16 -0
  163. data/docs/PageClient.md +16 -0
  164. data/docs/PageClientResponse.md +16 -0
  165. data/docs/PageClientStatus.md +16 -0
  166. data/docs/PageCustomer.md +16 -0
  167. data/docs/PageCustomerRevenue.md +16 -0
  168. data/docs/PageDailyDeposit.md +16 -0
  169. data/docs/PageDailyWithdrawal.md +16 -0
  170. data/docs/PageDecisionTree.md +16 -0
  171. data/docs/PageDocument.md +16 -0
  172. data/docs/PageExternalAccountTransfer.md +16 -0
  173. data/docs/PageFeature.md +16 -0
  174. data/docs/PageFeatureTrack.md +16 -0
  175. data/docs/PageFinancialStatement.md +16 -0
  176. data/docs/PageFunding.md +16 -0
  177. data/docs/PageGoal.md +16 -0
  178. data/docs/PageGoalTrack.md +16 -0
  179. data/docs/PageHousehold.md +16 -0
  180. data/docs/PageInvoice.md +16 -0
  181. data/docs/PageInvoicePayment.md +16 -0
  182. data/docs/PageMXMerchantRes.md +16 -0
  183. data/docs/PageModel.md +16 -0
  184. data/docs/PageModelAssetSize.md +16 -0
  185. data/docs/PageModelComment.md +16 -0
  186. data/docs/PageModelHolding.md +16 -0
  187. data/docs/PageModelTransaction.md +16 -0
  188. data/docs/PageNode.md +16 -0
  189. data/docs/PageNodeRelationship.md +16 -0
  190. data/docs/PageNotification.md +16 -0
  191. data/docs/PageNotificationClient.md +16 -0
  192. data/docs/PageNotificationSetting.md +16 -0
  193. data/docs/PageOrder.md +16 -0
  194. data/docs/PageOrderBulk.md +16 -0
  195. data/docs/PageOrderStatus.md +16 -0
  196. data/docs/PageOrderTrack.md +16 -0
  197. data/docs/PageOverflow.md +16 -0
  198. data/docs/PageOverflowSettings.md +16 -0
  199. data/docs/PagePortfolio.md +16 -0
  200. data/docs/PagePortfolioAssetSizeLog.md +16 -0
  201. data/docs/PagePortfolioComment.md +16 -0
  202. data/docs/PagePortfolioGoal.md +16 -0
  203. data/docs/PagePortfolioHoldingLog.md +16 -0
  204. data/docs/PagePortfolioTransaction.md +16 -0
  205. data/docs/PageQuestion.md +16 -0
  206. data/docs/PageQuestionnaire.md +16 -0
  207. data/docs/PageReasonCode.md +16 -0
  208. data/docs/PageRiskProfile.md +16 -0
  209. data/docs/PageRoundup.md +16 -0
  210. data/docs/PageRoundupSettings.md +16 -0
  211. data/docs/PageScore.md +16 -0
  212. data/docs/PageSecurity.md +16 -0
  213. data/docs/PageSecurityExclusion.md +16 -0
  214. data/docs/PageSecurityPrice.md +16 -0
  215. data/docs/PageSpendingControl.md +16 -0
  216. data/docs/PageStage.md +16 -0
  217. data/docs/PageTransactionCode.md +16 -0
  218. data/docs/PageVAccountAssetSize.md +16 -0
  219. data/docs/PageWebhook.md +16 -0
  220. data/docs/PerformanceApi.md +973 -0
  221. data/docs/PermissionVO.md +9 -0
  222. data/docs/Portfolio.md +22 -0
  223. data/docs/PortfolioApi.md +1902 -0
  224. data/docs/PortfolioAssetSizeLog.md +20 -0
  225. data/docs/PortfolioComment.md +16 -0
  226. data/docs/PortfolioGoal.md +14 -0
  227. data/docs/PortfolioGoalMap.md +9 -0
  228. data/docs/PortfolioHoldingAgg.md +14 -0
  229. data/docs/PortfolioHoldingLog.md +21 -0
  230. data/docs/PortfolioTransaction.md +37 -0
  231. data/docs/Question.md +23 -0
  232. data/docs/Questionnaire.md +17 -0
  233. data/docs/QuestionnaireApi.md +1212 -0
  234. data/docs/ReasonCode.md +17 -0
  235. data/docs/ResourceApi.md +534 -0
  236. data/docs/RiskProfile.md +18 -0
  237. data/docs/RiskProfileApi.md +309 -0
  238. data/docs/Roundup.md +15 -0
  239. data/docs/RoundupApi.md +492 -0
  240. data/docs/RoundupCO.md +12 -0
  241. data/docs/RoundupSettings.md +21 -0
  242. data/docs/Score.md +23 -0
  243. data/docs/ScoreApi.md +309 -0
  244. data/docs/SecuritiesApi.md +917 -0
  245. data/docs/SecuritiesComposition.md +11 -0
  246. data/docs/SecuritiesCountry.md +9 -0
  247. data/docs/Security.md +32 -0
  248. data/docs/SecurityCompositionVO.md +21 -0
  249. data/docs/SecurityCountryVO.md +9 -0
  250. data/docs/SecurityExclusion.md +18 -0
  251. data/docs/SecurityPrice.md +20 -0
  252. data/docs/Sort.md +13 -0
  253. data/docs/SpendingControl.md +21 -0
  254. data/docs/SpendingControlApi.md +309 -0
  255. data/docs/Stage.md +22 -0
  256. data/docs/Stat.md +9 -0
  257. data/docs/State.md +10 -0
  258. data/docs/StatisticResourceVO.md +11 -0
  259. data/docs/TokenDateRequest.md +13 -0
  260. data/docs/TransactionCode.md +20 -0
  261. data/docs/UtilsApi.md +911 -0
  262. data/docs/VAccountAssetSize.md +11 -0
  263. data/docs/VAccountVO.md +13 -0
  264. data/docs/VClientGoalViewData.md +13 -0
  265. data/docs/VPortfolioVO.md +11 -0
  266. data/docs/Webhook.md +15 -0
  267. data/docs/WebhookApi.md +309 -0
  268. data/git_push.sh +55 -0
  269. data/lib/nucleus_api.rb +303 -0
  270. data/lib/nucleus_api/api/account_api.rb +1794 -0
  271. data/lib/nucleus_api/api/admin_client_api.rb +301 -0
  272. data/lib/nucleus_api/api/aggregation_account_api.rb +1587 -0
  273. data/lib/nucleus_api/api/allocation_api.rb +824 -0
  274. data/lib/nucleus_api/api/application_api.rb +301 -0
  275. data/lib/nucleus_api/api/audit_log_api.rb +190 -0
  276. data/lib/nucleus_api/api/benchmark_api.rb +362 -0
  277. data/lib/nucleus_api/api/budget_api.rb +307 -0
  278. data/lib/nucleus_api/api/bulk_api.rb +253 -0
  279. data/lib/nucleus_api/api/business_api.rb +508 -0
  280. data/lib/nucleus_api/api/card_api.rb +719 -0
  281. data/lib/nucleus_api/api/client_api.rb +950 -0
  282. data/lib/nucleus_api/api/customer_api.rb +585 -0
  283. data/lib/nucleus_api/api/decision_tree_api.rb +913 -0
  284. data/lib/nucleus_api/api/document_api.rb +301 -0
  285. data/lib/nucleus_api/api/feature_api.rb +579 -0
  286. data/lib/nucleus_api/api/financial_statement_api.rb +307 -0
  287. data/lib/nucleus_api/api/funding_api.rb +1497 -0
  288. data/lib/nucleus_api/api/goal_api.rb +819 -0
  289. data/lib/nucleus_api/api/household_api.rb +508 -0
  290. data/lib/nucleus_api/api/invoice_api.rb +591 -0
  291. data/lib/nucleus_api/api/model_api.rb +1479 -0
  292. data/lib/nucleus_api/api/notification_api.rb +857 -0
  293. data/lib/nucleus_api/api/order_api.rb +1688 -0
  294. data/lib/nucleus_api/api/overflow_api.rb +468 -0
  295. data/lib/nucleus_api/api/performance_api.rb +1131 -0
  296. data/lib/nucleus_api/api/portfolio_api.rb +1776 -0
  297. data/lib/nucleus_api/api/questionnaire_api.rb +1135 -0
  298. data/lib/nucleus_api/api/resource_api.rb +479 -0
  299. data/lib/nucleus_api/api/risk_profile_api.rb +301 -0
  300. data/lib/nucleus_api/api/roundup_api.rb +468 -0
  301. data/lib/nucleus_api/api/score_api.rb +301 -0
  302. data/lib/nucleus_api/api/securities_api.rb +863 -0
  303. data/lib/nucleus_api/api/spending_control_api.rb +301 -0
  304. data/lib/nucleus_api/api/utils_api.rb +857 -0
  305. data/lib/nucleus_api/api/webhook_api.rb +301 -0
  306. data/lib/nucleus_api/api_client.rb +428 -0
  307. data/lib/nucleus_api/api_error.rb +38 -0
  308. data/lib/nucleus_api/auth_configuration.rb +177 -0
  309. data/lib/nucleus_api/configuration.rb +224 -0
  310. data/lib/nucleus_api/models/account.rb +333 -0
  311. data/lib/nucleus_api/models/account_allocation_mapping.rb +294 -0
  312. data/lib/nucleus_api/models/account_map.rb +202 -0
  313. data/lib/nucleus_api/models/account_permission_vo.rb +195 -0
  314. data/lib/nucleus_api/models/account_portfolio_rebalance_request.rb +313 -0
  315. data/lib/nucleus_api/models/account_status.rb +275 -0
  316. data/lib/nucleus_api/models/account_type.rb +335 -0
  317. data/lib/nucleus_api/models/acl_client_permission_vo.rb +236 -0
  318. data/lib/nucleus_api/models/admin_client.rb +272 -0
  319. data/lib/nucleus_api/models/aggregation_account.rb +420 -0
  320. data/lib/nucleus_api/models/aggregation_account_balance.rb +284 -0
  321. data/lib/nucleus_api/models/aggregation_account_holding.rb +364 -0
  322. data/lib/nucleus_api/models/aggregation_account_transaction.rb +382 -0
  323. data/lib/nucleus_api/models/aggregation_accounts_map.rb +202 -0
  324. data/lib/nucleus_api/models/allocation.rb +325 -0
  325. data/lib/nucleus_api/models/allocation_aggregated_vo.rb +228 -0
  326. data/lib/nucleus_api/models/allocation_composition.rb +304 -0
  327. data/lib/nucleus_api/models/allocation_composition_aggregated_vo.rb +282 -0
  328. data/lib/nucleus_api/models/allocation_composition_model_holdings_vo.rb +311 -0
  329. data/lib/nucleus_api/models/allocation_node_map.rb +187 -0
  330. data/lib/nucleus_api/models/answer.rb +286 -0
  331. data/lib/nucleus_api/models/answer_map.rb +181 -0
  332. data/lib/nucleus_api/models/application.rb +256 -0
  333. data/lib/nucleus_api/models/audit_log.rb +357 -0
  334. data/lib/nucleus_api/models/available_date_double_vo.rb +243 -0
  335. data/lib/nucleus_api/models/bank_credit.rb +262 -0
  336. data/lib/nucleus_api/models/bank_link.rb +410 -0
  337. data/lib/nucleus_api/models/bank_link_map.rb +202 -0
  338. data/lib/nucleus_api/models/benchmark.rb +277 -0
  339. data/lib/nucleus_api/models/benchmark_composition.rb +202 -0
  340. data/lib/nucleus_api/models/brokers.rb +203 -0
  341. data/lib/nucleus_api/models/budget.rb +372 -0
  342. data/lib/nucleus_api/models/budget_aggregation_account.rb +187 -0
  343. data/lib/nucleus_api/models/budget_object.rb +213 -0
  344. data/lib/nucleus_api/models/bulk_transaction.rb +226 -0
  345. data/lib/nucleus_api/models/bulk_transaction_vo.rb +217 -0
  346. data/lib/nucleus_api/models/business.rb +430 -0
  347. data/lib/nucleus_api/models/business_address.rb +278 -0
  348. data/lib/nucleus_api/models/card.rb +489 -0
  349. data/lib/nucleus_api/models/card_address.rb +268 -0
  350. data/lib/nucleus_api/models/card_program.rb +350 -0
  351. data/lib/nucleus_api/models/cash.rb +213 -0
  352. data/lib/nucleus_api/models/categories_map.rb +202 -0
  353. data/lib/nucleus_api/models/category_internal_response_vo.rb +201 -0
  354. data/lib/nucleus_api/models/category_response_vo.rb +192 -0
  355. data/lib/nucleus_api/models/check.rb +210 -0
  356. data/lib/nucleus_api/models/check_images.rb +198 -0
  357. data/lib/nucleus_api/models/client.rb +523 -0
  358. data/lib/nucleus_api/models/client_account_mapping.rb +212 -0
  359. data/lib/nucleus_api/models/client_address.rb +278 -0
  360. data/lib/nucleus_api/models/client_relationship.rb +209 -0
  361. data/lib/nucleus_api/models/client_response.rb +280 -0
  362. data/lib/nucleus_api/models/client_status.rb +275 -0
  363. data/lib/nucleus_api/models/client_view_goal_data.rb +302 -0
  364. data/lib/nucleus_api/models/country.rb +233 -0
  365. data/lib/nucleus_api/models/currency.rb +212 -0
  366. data/lib/nucleus_api/models/customer.rb +317 -0
  367. data/lib/nucleus_api/models/customer_address.rb +268 -0
  368. data/lib/nucleus_api/models/customer_revenue.rb +284 -0
  369. data/lib/nucleus_api/models/daily_deposit.rb +395 -0
  370. data/lib/nucleus_api/models/daily_withdrawal.rb +405 -0
  371. data/lib/nucleus_api/models/date_double_vo.rb +203 -0
  372. data/lib/nucleus_api/models/decision_tree.rb +275 -0
  373. data/lib/nucleus_api/models/decision_tree_co.rb +202 -0
  374. data/lib/nucleus_api/models/decision_tree_result_vo.rb +192 -0
  375. data/lib/nucleus_api/models/document.rb +409 -0
  376. data/lib/nucleus_api/models/employment.rb +213 -0
  377. data/lib/nucleus_api/models/external_account_transfer.rb +412 -0
  378. data/lib/nucleus_api/models/feature.rb +286 -0
  379. data/lib/nucleus_api/models/feature_track.rb +251 -0
  380. data/lib/nucleus_api/models/financial_statement.rb +352 -0
  381. data/lib/nucleus_api/models/funding.rb +496 -0
  382. data/lib/nucleus_api/models/funding_request_map.rb +187 -0
  383. data/lib/nucleus_api/models/fx_rate_view.rb +233 -0
  384. data/lib/nucleus_api/models/goal.rb +340 -0
  385. data/lib/nucleus_api/models/goal_account_mapping.rb +218 -0
  386. data/lib/nucleus_api/models/goal_track.rb +372 -0
  387. data/lib/nucleus_api/models/goal_track_accounts.rb +187 -0
  388. data/lib/nucleus_api/models/household.rb +285 -0
  389. data/lib/nucleus_api/models/investment.rb +283 -0
  390. data/lib/nucleus_api/models/invoice.rb +452 -0
  391. data/lib/nucleus_api/models/invoice_payment.rb +269 -0
  392. data/lib/nucleus_api/models/json_node.rb +404 -0
  393. data/lib/nucleus_api/models/line_items.rb +278 -0
  394. data/lib/nucleus_api/models/location.rb +253 -0
  395. data/lib/nucleus_api/models/member.rb +217 -0
  396. data/lib/nucleus_api/models/merchant_category_code.rb +213 -0
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  729. data/spec/models/page_model_asset_size_spec.rb +89 -0
  730. data/spec/models/page_model_comment_spec.rb +89 -0
  731. data/spec/models/page_model_holding_spec.rb +89 -0
  732. data/spec/models/page_model_spec.rb +89 -0
  733. data/spec/models/page_model_transaction_spec.rb +89 -0
  734. data/spec/models/page_mx_merchant_res_spec.rb +89 -0
  735. data/spec/models/page_node_relationship_spec.rb +89 -0
  736. data/spec/models/page_node_spec.rb +89 -0
  737. data/spec/models/page_notification_client_spec.rb +89 -0
  738. data/spec/models/page_notification_setting_spec.rb +89 -0
  739. data/spec/models/page_notification_spec.rb +89 -0
  740. data/spec/models/page_order_bulk_spec.rb +89 -0
  741. data/spec/models/page_order_spec.rb +89 -0
  742. data/spec/models/page_order_status_spec.rb +89 -0
  743. data/spec/models/page_order_track_spec.rb +89 -0
  744. data/spec/models/page_overflow_settings_spec.rb +89 -0
  745. data/spec/models/page_overflow_spec.rb +89 -0
  746. data/spec/models/page_portfolio_asset_size_log_spec.rb +89 -0
  747. data/spec/models/page_portfolio_comment_spec.rb +89 -0
  748. data/spec/models/page_portfolio_goal_spec.rb +89 -0
  749. data/spec/models/page_portfolio_holding_log_spec.rb +89 -0
  750. data/spec/models/page_portfolio_spec.rb +89 -0
  751. data/spec/models/page_portfolio_transaction_spec.rb +89 -0
  752. data/spec/models/page_question_spec.rb +89 -0
  753. data/spec/models/page_questionnaire_spec.rb +89 -0
  754. data/spec/models/page_reason_code_spec.rb +89 -0
  755. data/spec/models/page_risk_profile_spec.rb +89 -0
  756. data/spec/models/page_roundup_settings_spec.rb +89 -0
  757. data/spec/models/page_roundup_spec.rb +89 -0
  758. data/spec/models/page_score_spec.rb +89 -0
  759. data/spec/models/page_security_exclusion_spec.rb +89 -0
  760. data/spec/models/page_security_price_spec.rb +89 -0
  761. data/spec/models/page_security_spec.rb +89 -0
  762. data/spec/models/page_spending_control_spec.rb +89 -0
  763. data/spec/models/page_stage_spec.rb +89 -0
  764. data/spec/models/page_transaction_code_spec.rb +89 -0
  765. data/spec/models/page_v_account_asset_size_spec.rb +89 -0
  766. data/spec/models/page_webhook_spec.rb +89 -0
  767. data/spec/models/permission_vo_spec.rb +51 -0
  768. data/spec/models/portfolio_asset_size_log_spec.rb +113 -0
  769. data/spec/models/portfolio_comment_spec.rb +89 -0
  770. data/spec/models/portfolio_goal_map_spec.rb +47 -0
  771. data/spec/models/portfolio_goal_spec.rb +77 -0
  772. data/spec/models/portfolio_holding_agg_spec.rb +77 -0
  773. data/spec/models/portfolio_holding_log_spec.rb +119 -0
  774. data/spec/models/portfolio_spec.rb +125 -0
  775. data/spec/models/portfolio_transaction_spec.rb +215 -0
  776. data/spec/models/question_spec.rb +131 -0
  777. data/spec/models/questionnaire_spec.rb +95 -0
  778. data/spec/models/reason_code_spec.rb +95 -0
  779. data/spec/models/risk_profile_spec.rb +101 -0
  780. data/spec/models/roundup_co_spec.rb +65 -0
  781. data/spec/models/roundup_settings_spec.rb +119 -0
  782. data/spec/models/roundup_spec.rb +83 -0
  783. data/spec/models/score_spec.rb +135 -0
  784. data/spec/models/securities_composition_spec.rb +59 -0
  785. data/spec/models/securities_country_spec.rb +47 -0
  786. data/spec/models/security_composition_vo_spec.rb +119 -0
  787. data/spec/models/security_country_vo_spec.rb +47 -0
  788. data/spec/models/security_exclusion_spec.rb +101 -0
  789. data/spec/models/security_price_spec.rb +113 -0
  790. data/spec/models/security_spec.rb +185 -0
  791. data/spec/models/sort_spec.rb +71 -0
  792. data/spec/models/spending_control_spec.rb +119 -0
  793. data/spec/models/stage_spec.rb +125 -0
  794. data/spec/models/stat_spec.rb +47 -0
  795. data/spec/models/state_spec.rb +53 -0
  796. data/spec/models/statistic_resource_vo_spec.rb +59 -0
  797. data/spec/models/token_date_request_spec.rb +71 -0
  798. data/spec/models/transaction_code_spec.rb +125 -0
  799. data/spec/models/v_account_asset_size_spec.rb +59 -0
  800. data/spec/models/v_account_vo_spec.rb +71 -0
  801. data/spec/models/v_client_goal_view_data_spec.rb +71 -0
  802. data/spec/models/v_portfolio_vo_spec.rb +59 -0
  803. data/spec/models/webhook_spec.rb +87 -0
  804. data/spec/spec_helper.rb +111 -0
  805. metadata +1312 -0
@@ -0,0 +1,8 @@
1
+ # NucleusApi::FundingRequestMap
2
+
3
+ ## Properties
4
+ Name | Type | Description | Notes
5
+ ------------ | ------------- | ------------- | -------------
6
+ **funding_id** | **String** | funding_id |
7
+
8
+
@@ -0,0 +1,11 @@
1
+ # NucleusApi::FxRateView
2
+
3
+ ## Properties
4
+ Name | Type | Description | Notes
5
+ ------------ | ------------- | ------------- | -------------
6
+ **currency_code_from** | **String** | currency_code_from |
7
+ **currency_code_to** | **String** | currency_code_to |
8
+ **date** | **DateTime** | date |
9
+ **exchange_rate** | **Float** | exchangeRate |
10
+
11
+
data/docs/Goal.md ADDED
@@ -0,0 +1,24 @@
1
+ # NucleusApi::Goal
2
+
3
+ ## Properties
4
+ Name | Type | Description | Notes
5
+ ------------ | ------------- | ------------- | -------------
6
+ **accumulation_horizon** | **Float** | | [optional]
7
+ **category** | **String** | category | [optional]
8
+ **client_id** | **String** | | [optional]
9
+ **create_date** | **DateTime** | | [optional]
10
+ **decumulation_horizon** | **Float** | | [optional]
11
+ **goal_amount** | **Float** | | [optional]
12
+ **id** | **String** | | [optional]
13
+ **image** | **String** | image | [optional]
14
+ **is_active** | **BOOLEAN** | isActive | [optional]
15
+ **is_decumulation** | **BOOLEAN** | isDecumulation | [optional]
16
+ **metadata** | **Hash<String, String>** | | [optional]
17
+ **name** | **String** | Goal name |
18
+ **parent_goal_id** | **String** | Goal Parent Goal Id | [optional]
19
+ **questionnaire_id** | **String** | questionnaire_id | [optional]
20
+ **secondary_id** | **String** | | [optional]
21
+ **type** | **String** | type | [optional]
22
+ **update_date** | **DateTime** | | [optional]
23
+
24
+
@@ -0,0 +1,11 @@
1
+ # NucleusApi::GoalAccountMapping
2
+
3
+ ## Properties
4
+ Name | Type | Description | Notes
5
+ ------------ | ------------- | ------------- | -------------
6
+ **accumulation_horizon** | **Float** | accumulationHorizon | [optional]
7
+ **decumulation_horizon** | **Float** | decumulationHorizon | [optional]
8
+ **goal_amount** | **Float** | goalAmount | [optional]
9
+ **goal_id** | **String** | goalId |
10
+
11
+
data/docs/GoalApi.md ADDED
@@ -0,0 +1,841 @@
1
+ # NucleusApi::GoalApi
2
+
3
+ All URIs are relative to *https://sandbox.hydrogenplatform.com/nucleus/v1*
4
+
5
+ Method | HTTP request | Description
6
+ ------------- | ------------- | -------------
7
+ [**create_goal_track_using_post**](GoalApi.md#create_goal_track_using_post) | **POST** /goal_track | Create a goal track record
8
+ [**create_goal_using_post**](GoalApi.md#create_goal_using_post) | **POST** /goal | Create a goal
9
+ [**delete_goal_track_using_delete**](GoalApi.md#delete_goal_track_using_delete) | **DELETE** /goal_track/{goal_track_id} | Delete a goal track record
10
+ [**delete_goal_using_delete**](GoalApi.md#delete_goal_using_delete) | **DELETE** /goal/{goal_id} | Delete a goal
11
+ [**get_goal_all_using_get**](GoalApi.md#get_goal_all_using_get) | **GET** /goal | List all goals
12
+ [**get_goal_asset_size_all_using_get**](GoalApi.md#get_goal_asset_size_all_using_get) | **GET** /goal/{goal_id}/asset_size | List goal asset sizes
13
+ [**get_goal_holding_all_using_get**](GoalApi.md#get_goal_holding_all_using_get) | **GET** /goal/{goal_id}/holding | List goal holdings
14
+ [**get_goal_track_all_using_get**](GoalApi.md#get_goal_track_all_using_get) | **GET** /goal_track | List all goal track records
15
+ [**get_goal_track_using_get**](GoalApi.md#get_goal_track_using_get) | **GET** /goal_track/{goal_track_id} | Retrieve a goal track record
16
+ [**get_goal_transaction_all_using_get**](GoalApi.md#get_goal_transaction_all_using_get) | **GET** /goal/{goal_id}/transaction | List goal transactions
17
+ [**get_goal_using_get**](GoalApi.md#get_goal_using_get) | **GET** /goal/{goal_id} | Retrieve a goal
18
+ [**update_goal_track_using_put**](GoalApi.md#update_goal_track_using_put) | **PUT** /goal_track/{goal_track_id} | Update a goal track record
19
+ [**update_goal_using_put**](GoalApi.md#update_goal_using_put) | **PUT** /goal/{goal_id} | Update a goal
20
+
21
+
22
+ # **create_goal_track_using_post**
23
+ > GoalTrack create_goal_track_using_post(goal_track)
24
+
25
+ Create a goal track record
26
+
27
+ Create a goal track record for a goal under a client.
28
+
29
+ ### Example
30
+ ```ruby
31
+ # load the gem
32
+ require 'nucleus_api'
33
+ # Setup authorization
34
+ NucleusApi.configure do |config|
35
+ # Use one of the below method to generate oauth token
36
+ # Creating a token for grant_type=client_credentials
37
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
38
+ # Creating a token for grant_type=password
39
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
40
+ # Creating a token using client token
41
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
42
+ end
43
+
44
+ api_instance = NucleusApi::GoalApi.new
45
+
46
+ goal_track = NucleusApi::GoalTrack.new # GoalTrack | goalTrack
47
+
48
+
49
+ begin
50
+ #Create a goal track record
51
+ result = api_instance.create_goal_track_using_post(goal_track)
52
+ p result
53
+ rescue NucleusApi::ApiError => e
54
+ puts "Exception when calling GoalApi->create_goal_track_using_post: #{e}"
55
+ end
56
+ ```
57
+
58
+ ### Parameters
59
+
60
+ Name | Type | Description | Notes
61
+ ------------- | ------------- | ------------- | -------------
62
+ **goal_track** | [**GoalTrack**](GoalTrack.md)| goalTrack |
63
+
64
+ ### Return type
65
+
66
+ [**GoalTrack**](GoalTrack.md)
67
+
68
+ ### Authorization
69
+
70
+ [oauth2](../README.md#oauth2)
71
+
72
+ ### HTTP request headers
73
+
74
+ - **Content-Type**: application/json
75
+ - **Accept**: */*
76
+
77
+
78
+
79
+ # **create_goal_using_post**
80
+ > Goal create_goal_using_post(goal_request)
81
+
82
+ Create a goal
83
+
84
+ Create a new goal for your firm that clients can customize for themselves.
85
+
86
+ ### Example
87
+ ```ruby
88
+ # load the gem
89
+ require 'nucleus_api'
90
+ # Setup authorization
91
+ NucleusApi.configure do |config|
92
+ # Use one of the below method to generate oauth token
93
+ # Creating a token for grant_type=client_credentials
94
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
95
+ # Creating a token for grant_type=password
96
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
97
+ # Creating a token using client token
98
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
99
+ end
100
+
101
+ api_instance = NucleusApi::GoalApi.new
102
+
103
+ goal_request = NucleusApi::Goal.new # Goal | goalRequest
104
+
105
+
106
+ begin
107
+ #Create a goal
108
+ result = api_instance.create_goal_using_post(goal_request)
109
+ p result
110
+ rescue NucleusApi::ApiError => e
111
+ puts "Exception when calling GoalApi->create_goal_using_post: #{e}"
112
+ end
113
+ ```
114
+
115
+ ### Parameters
116
+
117
+ Name | Type | Description | Notes
118
+ ------------- | ------------- | ------------- | -------------
119
+ **goal_request** | [**Goal**](Goal.md)| goalRequest |
120
+
121
+ ### Return type
122
+
123
+ [**Goal**](Goal.md)
124
+
125
+ ### Authorization
126
+
127
+ [oauth2](../README.md#oauth2)
128
+
129
+ ### HTTP request headers
130
+
131
+ - **Content-Type**: application/json
132
+ - **Accept**: */*
133
+
134
+
135
+
136
+ # **delete_goal_track_using_delete**
137
+ > delete_goal_track_using_delete(goal_track_id)
138
+
139
+ Delete a goal track record
140
+
141
+ Permanently delete an goal track record for a goal under a client.
142
+
143
+ ### Example
144
+ ```ruby
145
+ # load the gem
146
+ require 'nucleus_api'
147
+ # Setup authorization
148
+ NucleusApi.configure do |config|
149
+ # Use one of the below method to generate oauth token
150
+ # Creating a token for grant_type=client_credentials
151
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
152
+ # Creating a token for grant_type=password
153
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
154
+ # Creating a token using client token
155
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
156
+ end
157
+
158
+ api_instance = NucleusApi::GoalApi.new
159
+
160
+ goal_track_id = 'goal_track_id_example' # String | UUID goal_track_id
161
+
162
+
163
+ begin
164
+ #Delete a goal track record
165
+ api_instance.delete_goal_track_using_delete(goal_track_id)
166
+ rescue NucleusApi::ApiError => e
167
+ puts "Exception when calling GoalApi->delete_goal_track_using_delete: #{e}"
168
+ end
169
+ ```
170
+
171
+ ### Parameters
172
+
173
+ Name | Type | Description | Notes
174
+ ------------- | ------------- | ------------- | -------------
175
+ **goal_track_id** | [**String**](.md)| UUID goal_track_id |
176
+
177
+ ### Return type
178
+
179
+ nil (empty response body)
180
+
181
+ ### Authorization
182
+
183
+ [oauth2](../README.md#oauth2)
184
+
185
+ ### HTTP request headers
186
+
187
+ - **Content-Type**: Not defined
188
+ - **Accept**: */*
189
+
190
+
191
+
192
+ # **delete_goal_using_delete**
193
+ > delete_goal_using_delete(goal_id)
194
+
195
+ Delete a goal
196
+
197
+ Permanently delete a goal for your firm.
198
+
199
+ ### Example
200
+ ```ruby
201
+ # load the gem
202
+ require 'nucleus_api'
203
+ # Setup authorization
204
+ NucleusApi.configure do |config|
205
+ # Use one of the below method to generate oauth token
206
+ # Creating a token for grant_type=client_credentials
207
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
208
+ # Creating a token for grant_type=password
209
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
210
+ # Creating a token using client token
211
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
212
+ end
213
+
214
+ api_instance = NucleusApi::GoalApi.new
215
+
216
+ goal_id = 'goal_id_example' # String | UUID goal_id
217
+
218
+
219
+ begin
220
+ #Delete a goal
221
+ api_instance.delete_goal_using_delete(goal_id)
222
+ rescue NucleusApi::ApiError => e
223
+ puts "Exception when calling GoalApi->delete_goal_using_delete: #{e}"
224
+ end
225
+ ```
226
+
227
+ ### Parameters
228
+
229
+ Name | Type | Description | Notes
230
+ ------------- | ------------- | ------------- | -------------
231
+ **goal_id** | [**String**](.md)| UUID goal_id |
232
+
233
+ ### Return type
234
+
235
+ nil (empty response body)
236
+
237
+ ### Authorization
238
+
239
+ [oauth2](../README.md#oauth2)
240
+
241
+ ### HTTP request headers
242
+
243
+ - **Content-Type**: Not defined
244
+ - **Accept**: */*
245
+
246
+
247
+
248
+ # **get_goal_all_using_get**
249
+ > PageGoal get_goal_all_using_get(opts)
250
+
251
+ List all goals
252
+
253
+ Get the details for all goals defined by your firm.
254
+
255
+ ### Example
256
+ ```ruby
257
+ # load the gem
258
+ require 'nucleus_api'
259
+ # Setup authorization
260
+ NucleusApi.configure do |config|
261
+ # Use one of the below method to generate oauth token
262
+ # Creating a token for grant_type=client_credentials
263
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
264
+ # Creating a token for grant_type=password
265
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
266
+ # Creating a token using client token
267
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
268
+ end
269
+
270
+ api_instance = NucleusApi::GoalApi.new
271
+
272
+ opts = {
273
+ ascending: false, # BOOLEAN | ascending
274
+ filter: 'filter_example', # String | filter
275
+ order_by: 'update_date', # String | order_by
276
+ page: 0, # Integer | page
277
+ size: 25 # Integer | size
278
+ }
279
+
280
+ begin
281
+ #List all goals
282
+ result = api_instance.get_goal_all_using_get(opts)
283
+ p result
284
+ rescue NucleusApi::ApiError => e
285
+ puts "Exception when calling GoalApi->get_goal_all_using_get: #{e}"
286
+ end
287
+ ```
288
+
289
+ ### Parameters
290
+
291
+ Name | Type | Description | Notes
292
+ ------------- | ------------- | ------------- | -------------
293
+ **ascending** | **BOOLEAN**| ascending | [optional] [default to false]
294
+ **filter** | **String**| filter | [optional]
295
+ **order_by** | **String**| order_by | [optional] [default to update_date]
296
+ **page** | **Integer**| page | [optional] [default to 0]
297
+ **size** | **Integer**| size | [optional] [default to 25]
298
+
299
+ ### Return type
300
+
301
+ [**PageGoal**](PageGoal.md)
302
+
303
+ ### Authorization
304
+
305
+ [oauth2](../README.md#oauth2)
306
+
307
+ ### HTTP request headers
308
+
309
+ - **Content-Type**: Not defined
310
+ - **Accept**: */*
311
+
312
+
313
+
314
+ # **get_goal_asset_size_all_using_get**
315
+ > Array<AvailableDateDoubleVO> get_goal_asset_size_all_using_get(client_id, goal_id, opts)
316
+
317
+ List goal asset sizes
318
+
319
+ Get a list of asset sizes per date for a goal for a specified client.
320
+
321
+ ### Example
322
+ ```ruby
323
+ # load the gem
324
+ require 'nucleus_api'
325
+ # Setup authorization
326
+ NucleusApi.configure do |config|
327
+ # Use one of the below method to generate oauth token
328
+ # Creating a token for grant_type=client_credentials
329
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
330
+ # Creating a token for grant_type=password
331
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
332
+ # Creating a token using client token
333
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
334
+ end
335
+
336
+ api_instance = NucleusApi::GoalApi.new
337
+
338
+ client_id = 'client_id_example' # String | client_id
339
+
340
+ goal_id = 'goal_id_example' # String | UUID goal_id
341
+
342
+ opts = {
343
+ currency_conversion: 'currency_conversion_example', # String | Currency Code
344
+ end_date: Date.parse('2013-10-20'), # Date | end date
345
+ get_latest: false, # BOOLEAN | get_latest
346
+ portfolio_goal: false, # BOOLEAN | portfolio_goal
347
+ sort_type: 'sort_type_example', # String | sort_type
348
+ start_date: Date.parse('2013-10-20') # Date | start date
349
+ }
350
+
351
+ begin
352
+ #List goal asset sizes
353
+ result = api_instance.get_goal_asset_size_all_using_get(client_id, goal_id, opts)
354
+ p result
355
+ rescue NucleusApi::ApiError => e
356
+ puts "Exception when calling GoalApi->get_goal_asset_size_all_using_get: #{e}"
357
+ end
358
+ ```
359
+
360
+ ### Parameters
361
+
362
+ Name | Type | Description | Notes
363
+ ------------- | ------------- | ------------- | -------------
364
+ **client_id** | [**String**](.md)| client_id |
365
+ **goal_id** | [**String**](.md)| UUID goal_id |
366
+ **currency_conversion** | **String**| Currency Code | [optional]
367
+ **end_date** | **Date**| end date | [optional]
368
+ **get_latest** | **BOOLEAN**| get_latest | [optional] [default to false]
369
+ **portfolio_goal** | **BOOLEAN**| portfolio_goal | [optional] [default to false]
370
+ **sort_type** | **String**| sort_type | [optional]
371
+ **start_date** | **Date**| start date | [optional]
372
+
373
+ ### Return type
374
+
375
+ [**Array<AvailableDateDoubleVO>**](AvailableDateDoubleVO.md)
376
+
377
+ ### Authorization
378
+
379
+ [oauth2](../README.md#oauth2)
380
+
381
+ ### HTTP request headers
382
+
383
+ - **Content-Type**: Not defined
384
+ - **Accept**: */*
385
+
386
+
387
+
388
+ # **get_goal_holding_all_using_get**
389
+ > Array<PortfolioHoldingAgg> get_goal_holding_all_using_get(client_id, goal_id, opts)
390
+
391
+ List goal holdings
392
+
393
+ Get the information for all the securities that are currently being held in portfolios associated with a particular goal.
394
+
395
+ ### Example
396
+ ```ruby
397
+ # load the gem
398
+ require 'nucleus_api'
399
+ # Setup authorization
400
+ NucleusApi.configure do |config|
401
+ # Use one of the below method to generate oauth token
402
+ # Creating a token for grant_type=client_credentials
403
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
404
+ # Creating a token for grant_type=password
405
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
406
+ # Creating a token using client token
407
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
408
+ end
409
+
410
+ api_instance = NucleusApi::GoalApi.new
411
+
412
+ client_id = 'client_id_example' # String | client_id
413
+
414
+ goal_id = 'goal_id_example' # String | UUID goal_id
415
+
416
+ opts = {
417
+ currency_conversion: 'currency_conversion_example', # String | Currency Code
418
+ end_date: Date.parse('2013-10-20'), # Date | end date
419
+ portfolio_goal: false, # BOOLEAN | portfolio_goal
420
+ start_date: Date.parse('2013-10-20') # Date | start date
421
+ }
422
+
423
+ begin
424
+ #List goal holdings
425
+ result = api_instance.get_goal_holding_all_using_get(client_id, goal_id, opts)
426
+ p result
427
+ rescue NucleusApi::ApiError => e
428
+ puts "Exception when calling GoalApi->get_goal_holding_all_using_get: #{e}"
429
+ end
430
+ ```
431
+
432
+ ### Parameters
433
+
434
+ Name | Type | Description | Notes
435
+ ------------- | ------------- | ------------- | -------------
436
+ **client_id** | [**String**](.md)| client_id |
437
+ **goal_id** | [**String**](.md)| UUID goal_id |
438
+ **currency_conversion** | **String**| Currency Code | [optional]
439
+ **end_date** | **Date**| end date | [optional]
440
+ **portfolio_goal** | **BOOLEAN**| portfolio_goal | [optional] [default to false]
441
+ **start_date** | **Date**| start date | [optional]
442
+
443
+ ### Return type
444
+
445
+ [**Array<PortfolioHoldingAgg>**](PortfolioHoldingAgg.md)
446
+
447
+ ### Authorization
448
+
449
+ [oauth2](../README.md#oauth2)
450
+
451
+ ### HTTP request headers
452
+
453
+ - **Content-Type**: Not defined
454
+ - **Accept**: */*
455
+
456
+
457
+
458
+ # **get_goal_track_all_using_get**
459
+ > PageGoalTrack get_goal_track_all_using_get(opts)
460
+
461
+ List all goal track records
462
+
463
+ Get information for all goal track records stored for your firm.
464
+
465
+ ### Example
466
+ ```ruby
467
+ # load the gem
468
+ require 'nucleus_api'
469
+ # Setup authorization
470
+ NucleusApi.configure do |config|
471
+ # Use one of the below method to generate oauth token
472
+ # Creating a token for grant_type=client_credentials
473
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
474
+ # Creating a token for grant_type=password
475
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
476
+ # Creating a token using client token
477
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
478
+ end
479
+
480
+ api_instance = NucleusApi::GoalApi.new
481
+
482
+ opts = {
483
+ ascending: false, # BOOLEAN | ascending
484
+ end_date: 'end_date_example', # String | end date
485
+ filter: 'filter_example', # String | filter
486
+ get_latest: true, # BOOLEAN | true or false
487
+ order_by: 'update_date', # String | order_by
488
+ page: 0, # Integer | page
489
+ size: 25, # Integer | size
490
+ start_date: 'start_date_example' # String | start date
491
+ }
492
+
493
+ begin
494
+ #List all goal track records
495
+ result = api_instance.get_goal_track_all_using_get(opts)
496
+ p result
497
+ rescue NucleusApi::ApiError => e
498
+ puts "Exception when calling GoalApi->get_goal_track_all_using_get: #{e}"
499
+ end
500
+ ```
501
+
502
+ ### Parameters
503
+
504
+ Name | Type | Description | Notes
505
+ ------------- | ------------- | ------------- | -------------
506
+ **ascending** | **BOOLEAN**| ascending | [optional] [default to false]
507
+ **end_date** | **String**| end date | [optional]
508
+ **filter** | **String**| filter | [optional]
509
+ **get_latest** | **BOOLEAN**| true or false | [optional]
510
+ **order_by** | **String**| order_by | [optional] [default to update_date]
511
+ **page** | **Integer**| page | [optional] [default to 0]
512
+ **size** | **Integer**| size | [optional] [default to 25]
513
+ **start_date** | **String**| start date | [optional]
514
+
515
+ ### Return type
516
+
517
+ [**PageGoalTrack**](PageGoalTrack.md)
518
+
519
+ ### Authorization
520
+
521
+ [oauth2](../README.md#oauth2)
522
+
523
+ ### HTTP request headers
524
+
525
+ - **Content-Type**: Not defined
526
+ - **Accept**: */*
527
+
528
+
529
+
530
+ # **get_goal_track_using_get**
531
+ > GoalTrack get_goal_track_using_get(goal_track_id)
532
+
533
+ Retrieve a goal track record
534
+
535
+ Retrieve the information for a specific goal track record for a goal under a client.
536
+
537
+ ### Example
538
+ ```ruby
539
+ # load the gem
540
+ require 'nucleus_api'
541
+ # Setup authorization
542
+ NucleusApi.configure do |config|
543
+ # Use one of the below method to generate oauth token
544
+ # Creating a token for grant_type=client_credentials
545
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
546
+ # Creating a token for grant_type=password
547
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
548
+ # Creating a token using client token
549
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
550
+ end
551
+
552
+ api_instance = NucleusApi::GoalApi.new
553
+
554
+ goal_track_id = 'goal_track_id_example' # String | UUID goal_track_id
555
+
556
+
557
+ begin
558
+ #Retrieve a goal track record
559
+ result = api_instance.get_goal_track_using_get(goal_track_id)
560
+ p result
561
+ rescue NucleusApi::ApiError => e
562
+ puts "Exception when calling GoalApi->get_goal_track_using_get: #{e}"
563
+ end
564
+ ```
565
+
566
+ ### Parameters
567
+
568
+ Name | Type | Description | Notes
569
+ ------------- | ------------- | ------------- | -------------
570
+ **goal_track_id** | [**String**](.md)| UUID goal_track_id |
571
+
572
+ ### Return type
573
+
574
+ [**GoalTrack**](GoalTrack.md)
575
+
576
+ ### Authorization
577
+
578
+ [oauth2](../README.md#oauth2)
579
+
580
+ ### HTTP request headers
581
+
582
+ - **Content-Type**: Not defined
583
+ - **Accept**: */*
584
+
585
+
586
+
587
+ # **get_goal_transaction_all_using_get**
588
+ > PagePortfolioTransaction get_goal_transaction_all_using_get(client_id, goal_id, opts)
589
+
590
+ List goal transactions
591
+
592
+ Get the information for all transactions under portfolios associated with a particular goal.
593
+
594
+ ### Example
595
+ ```ruby
596
+ # load the gem
597
+ require 'nucleus_api'
598
+ # Setup authorization
599
+ NucleusApi.configure do |config|
600
+ # Use one of the below method to generate oauth token
601
+ # Creating a token for grant_type=client_credentials
602
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
603
+ # Creating a token for grant_type=password
604
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
605
+ # Creating a token using client token
606
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
607
+ end
608
+
609
+ api_instance = NucleusApi::GoalApi.new
610
+
611
+ client_id = 'client_id_example' # String | client_id
612
+
613
+ goal_id = 'goal_id_example' # String | UUID goal_id
614
+
615
+ opts = {
616
+ ascending: false, # BOOLEAN | ascending
617
+ currency_conversion: 'currency_conversion_example', # String | Currency Code
618
+ end_date: Date.parse('2013-10-20'), # Date | end date
619
+ order_by: 'update_date', # String | order_by
620
+ page: 0, # Integer | page
621
+ portfolio_goal: false, # BOOLEAN | portfolio_goal
622
+ size: 25, # Integer | size
623
+ start_date: Date.parse('2013-10-20') # Date | start date
624
+ }
625
+
626
+ begin
627
+ #List goal transactions
628
+ result = api_instance.get_goal_transaction_all_using_get(client_id, goal_id, opts)
629
+ p result
630
+ rescue NucleusApi::ApiError => e
631
+ puts "Exception when calling GoalApi->get_goal_transaction_all_using_get: #{e}"
632
+ end
633
+ ```
634
+
635
+ ### Parameters
636
+
637
+ Name | Type | Description | Notes
638
+ ------------- | ------------- | ------------- | -------------
639
+ **client_id** | [**String**](.md)| client_id |
640
+ **goal_id** | [**String**](.md)| UUID goal_id |
641
+ **ascending** | **BOOLEAN**| ascending | [optional] [default to false]
642
+ **currency_conversion** | **String**| Currency Code | [optional]
643
+ **end_date** | **Date**| end date | [optional]
644
+ **order_by** | **String**| order_by | [optional] [default to update_date]
645
+ **page** | **Integer**| page | [optional] [default to 0]
646
+ **portfolio_goal** | **BOOLEAN**| portfolio_goal | [optional] [default to false]
647
+ **size** | **Integer**| size | [optional] [default to 25]
648
+ **start_date** | **Date**| start date | [optional]
649
+
650
+ ### Return type
651
+
652
+ [**PagePortfolioTransaction**](PagePortfolioTransaction.md)
653
+
654
+ ### Authorization
655
+
656
+ [oauth2](../README.md#oauth2)
657
+
658
+ ### HTTP request headers
659
+
660
+ - **Content-Type**: Not defined
661
+ - **Accept**: */*
662
+
663
+
664
+
665
+ # **get_goal_using_get**
666
+ > Goal get_goal_using_get(goal_id)
667
+
668
+ Retrieve a goal
669
+
670
+ Retrieve the information for a goal defined for your firm.
671
+
672
+ ### Example
673
+ ```ruby
674
+ # load the gem
675
+ require 'nucleus_api'
676
+ # Setup authorization
677
+ NucleusApi.configure do |config|
678
+ # Use one of the below method to generate oauth token
679
+ # Creating a token for grant_type=client_credentials
680
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
681
+ # Creating a token for grant_type=password
682
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
683
+ # Creating a token using client token
684
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
685
+ end
686
+
687
+ api_instance = NucleusApi::GoalApi.new
688
+
689
+ goal_id = 'goal_id_example' # String | UUID goal_id
690
+
691
+
692
+ begin
693
+ #Retrieve a goal
694
+ result = api_instance.get_goal_using_get(goal_id)
695
+ p result
696
+ rescue NucleusApi::ApiError => e
697
+ puts "Exception when calling GoalApi->get_goal_using_get: #{e}"
698
+ end
699
+ ```
700
+
701
+ ### Parameters
702
+
703
+ Name | Type | Description | Notes
704
+ ------------- | ------------- | ------------- | -------------
705
+ **goal_id** | [**String**](.md)| UUID goal_id |
706
+
707
+ ### Return type
708
+
709
+ [**Goal**](Goal.md)
710
+
711
+ ### Authorization
712
+
713
+ [oauth2](../README.md#oauth2)
714
+
715
+ ### HTTP request headers
716
+
717
+ - **Content-Type**: Not defined
718
+ - **Accept**: */*
719
+
720
+
721
+
722
+ # **update_goal_track_using_put**
723
+ > GoalTrack update_goal_track_using_put(goal_track, goal_track_id)
724
+
725
+ Update a goal track record
726
+
727
+ Update the information for a goal track record.
728
+
729
+ ### Example
730
+ ```ruby
731
+ # load the gem
732
+ require 'nucleus_api'
733
+ # Setup authorization
734
+ NucleusApi.configure do |config|
735
+ # Use one of the below method to generate oauth token
736
+ # Creating a token for grant_type=client_credentials
737
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
738
+ # Creating a token for grant_type=password
739
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
740
+ # Creating a token using client token
741
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
742
+ end
743
+
744
+ api_instance = NucleusApi::GoalApi.new
745
+
746
+ goal_track = nil # Object | goal_track
747
+
748
+ goal_track_id = 'goal_track_id_example' # String | UUID goal_track_id
749
+
750
+
751
+ begin
752
+ #Update a goal track record
753
+ result = api_instance.update_goal_track_using_put(goal_track, goal_track_id)
754
+ p result
755
+ rescue NucleusApi::ApiError => e
756
+ puts "Exception when calling GoalApi->update_goal_track_using_put: #{e}"
757
+ end
758
+ ```
759
+
760
+ ### Parameters
761
+
762
+ Name | Type | Description | Notes
763
+ ------------- | ------------- | ------------- | -------------
764
+ **goal_track** | **Object**| goal_track |
765
+ **goal_track_id** | [**String**](.md)| UUID goal_track_id |
766
+
767
+ ### Return type
768
+
769
+ [**GoalTrack**](GoalTrack.md)
770
+
771
+ ### Authorization
772
+
773
+ [oauth2](../README.md#oauth2)
774
+
775
+ ### HTTP request headers
776
+
777
+ - **Content-Type**: application/json
778
+ - **Accept**: */*
779
+
780
+
781
+
782
+ # **update_goal_using_put**
783
+ > Goal update_goal_using_put(goal, goal_id)
784
+
785
+ Update a goal
786
+
787
+ Update a goal defined for your firm.
788
+
789
+ ### Example
790
+ ```ruby
791
+ # load the gem
792
+ require 'nucleus_api'
793
+ # Setup authorization
794
+ NucleusApi.configure do |config|
795
+ # Use one of the below method to generate oauth token
796
+ # Creating a token for grant_type=client_credentials
797
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
798
+ # Creating a token for grant_type=password
799
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
800
+ # Creating a token using client token
801
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
802
+ end
803
+
804
+ api_instance = NucleusApi::GoalApi.new
805
+
806
+ goal = nil # Object | goal
807
+
808
+ goal_id = 'goal_id_example' # String | UUID goal_id
809
+
810
+
811
+ begin
812
+ #Update a goal
813
+ result = api_instance.update_goal_using_put(goal, goal_id)
814
+ p result
815
+ rescue NucleusApi::ApiError => e
816
+ puts "Exception when calling GoalApi->update_goal_using_put: #{e}"
817
+ end
818
+ ```
819
+
820
+ ### Parameters
821
+
822
+ Name | Type | Description | Notes
823
+ ------------- | ------------- | ------------- | -------------
824
+ **goal** | **Object**| goal |
825
+ **goal_id** | [**String**](.md)| UUID goal_id |
826
+
827
+ ### Return type
828
+
829
+ [**Goal**](Goal.md)
830
+
831
+ ### Authorization
832
+
833
+ [oauth2](../README.md#oauth2)
834
+
835
+ ### HTTP request headers
836
+
837
+ - **Content-Type**: application/json
838
+ - **Accept**: */*
839
+
840
+
841
+