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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  727. data/spec/models/page_invoice_payment_spec.rb +89 -0
  728. data/spec/models/page_invoice_spec.rb +89 -0
  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
data/docs/Stage.md ADDED
@@ -0,0 +1,22 @@
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 ADDED
@@ -0,0 +1,9 @@
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 ADDED
@@ -0,0 +1,10 @@
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
+
@@ -0,0 +1,11 @@
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
+
@@ -0,0 +1,13 @@
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
+
@@ -0,0 +1,20 @@
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 ADDED
@@ -0,0 +1,911 @@
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
+