nucleus_api 1.8.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- checksums.yaml +7 -0
- data/Gemfile +7 -0
- data/README.md +787 -0
- data/Rakefile +8 -0
- data/docs/Account.md +22 -0
- data/docs/AccountAllocationMapping.md +17 -0
- data/docs/AccountApi.md +1919 -0
- data/docs/AccountMap.md +9 -0
- data/docs/AccountPermissionVO.md +9 -0
- data/docs/AccountPortfolioRebalanceRequest.md +21 -0
- data/docs/AccountStatus.md +16 -0
- data/docs/AccountType.md +23 -0
- data/docs/AclClientPermissionVO.md +10 -0
- data/docs/AdminClient.md +18 -0
- data/docs/AdminClientApi.md +309 -0
- data/docs/AggregationAccount.md +30 -0
- data/docs/AggregationAccountApi.md +1702 -0
- data/docs/AggregationAccountBalance.md +18 -0
- data/docs/AggregationAccountHolding.md +26 -0
- data/docs/AggregationAccountTransaction.md +23 -0
- data/docs/AggregationAccountsMap.md +9 -0
- data/docs/Allocation.md +22 -0
- data/docs/AllocationAggregatedVO.md +13 -0
- data/docs/AllocationApi.md +872 -0
- data/docs/AllocationComposition.md +18 -0
- data/docs/AllocationCompositionAggregatedVO.md +19 -0
- data/docs/AllocationCompositionModelHoldingsVO.md +22 -0
- data/docs/AllocationNodeMap.md +8 -0
- data/docs/Answer.md +18 -0
- data/docs/AnswerMap.md +8 -0
- data/docs/Application.md +15 -0
- data/docs/ApplicationApi.md +309 -0
- data/docs/AuditLog.md +23 -0
- data/docs/AuditLogApi.md +191 -0
- data/docs/AvailableDateDoubleVO.md +14 -0
- data/docs/BankCredit.md +15 -0
- data/docs/BankLink.md +29 -0
- data/docs/BankLinkMap.md +9 -0
- data/docs/Benchmark.md +17 -0
- data/docs/BenchmarkApi.md +375 -0
- data/docs/BenchmarkComposition.md +9 -0
- data/docs/Brokers.md +9 -0
- data/docs/Budget.md +25 -0
- data/docs/BudgetAggregationAccount.md +8 -0
- data/docs/BudgetApi.md +315 -0
- data/docs/BudgetObject.md +10 -0
- data/docs/BulkApi.md +249 -0
- data/docs/BulkTransaction.md +13 -0
- data/docs/BulkTransactionVO.md +12 -0
- data/docs/Business.md +32 -0
- data/docs/BusinessAddress.md +15 -0
- data/docs/BusinessApi.md +523 -0
- data/docs/Card.md +35 -0
- data/docs/CardAddress.md +14 -0
- data/docs/CardApi.md +754 -0
- data/docs/CardProgram.md +23 -0
- data/docs/Cash.md +10 -0
- data/docs/CategoriesMap.md +9 -0
- data/docs/CategoryInternalResponseVO.md +10 -0
- data/docs/CategoryResponseVO.md +9 -0
- data/docs/Check.md +10 -0
- data/docs/CheckImages.md +9 -0
- data/docs/Client.md +39 -0
- data/docs/ClientAccountMapping.md +10 -0
- data/docs/ClientAddress.md +15 -0
- data/docs/ClientApi.md +1008 -0
- data/docs/ClientRelationship.md +10 -0
- data/docs/ClientResponse.md +17 -0
- data/docs/ClientStatus.md +16 -0
- data/docs/ClientViewGoalData.md +21 -0
- data/docs/Country.md +12 -0
- data/docs/Currency.md +11 -0
- data/docs/Customer.md +21 -0
- data/docs/CustomerAddress.md +14 -0
- data/docs/CustomerApi.md +616 -0
- data/docs/CustomerRevenue.md +16 -0
- data/docs/DailyDeposit.md +28 -0
- data/docs/DailyWithdrawal.md +29 -0
- data/docs/DateDoubleVO.md +10 -0
- data/docs/DecisionTree.md +17 -0
- data/docs/DecisionTreeApi.md +971 -0
- data/docs/DecisionTreeCO.md +9 -0
- data/docs/DecisionTreeResultVO.md +9 -0
- data/docs/Document.md +30 -0
- data/docs/DocumentApi.md +309 -0
- data/docs/Employment.md +11 -0
- data/docs/ExternalAccountTransfer.md +28 -0
- data/docs/Feature.md +18 -0
- data/docs/FeatureApi.md +610 -0
- data/docs/FeatureTrack.md +14 -0
- data/docs/FinancialStatement.md +23 -0
- data/docs/FinancialStatementApi.md +315 -0
- data/docs/Funding.md +37 -0
- data/docs/FundingApi.md +1601 -0
- data/docs/FundingRequestMap.md +8 -0
- data/docs/FxRateView.md +11 -0
- data/docs/Goal.md +24 -0
- data/docs/GoalAccountMapping.md +11 -0
- data/docs/GoalApi.md +841 -0
- data/docs/GoalTrack.md +26 -0
- data/docs/GoalTrackAccounts.md +8 -0
- data/docs/Household.md +18 -0
- data/docs/HouseholdApi.md +523 -0
- data/docs/Investment.md +16 -0
- data/docs/Invoice.md +32 -0
- data/docs/InvoiceApi.md +622 -0
- data/docs/InvoicePayment.md +15 -0
- data/docs/JsonNode.md +29 -0
- data/docs/LineItems.md +15 -0
- data/docs/Location.md +15 -0
- data/docs/MXMerchantRes.md +14 -0
- data/docs/Member.md +11 -0
- data/docs/MerchantCategoryCode.md +11 -0
- data/docs/MerchantsMap.md +9 -0
- data/docs/Model.md +29 -0
- data/docs/ModelApi.md +1580 -0
- data/docs/ModelAssetSize.md +16 -0
- data/docs/ModelComment.md +15 -0
- data/docs/ModelHolding.md +25 -0
- data/docs/ModelHoldingVO.md +11 -0
- data/docs/ModelTransaction.md +17 -0
- data/docs/Node.md +15 -0
- data/docs/NodeRelationship.md +18 -0
- data/docs/Notification.md +20 -0
- data/docs/NotificationApi.md +911 -0
- data/docs/NotificationClient.md +19 -0
- data/docs/NotificationSetting.md +19 -0
- data/docs/Order.md +27 -0
- data/docs/OrderApi.md +1764 -0
- data/docs/OrderBulk.md +18 -0
- data/docs/OrderReconcileRequest.md +12 -0
- data/docs/OrderReconcileReturnObject.md +12 -0
- data/docs/OrderStatus.md +14 -0
- data/docs/OrderTrack.md +20 -0
- data/docs/OrderVoClone.md +20 -0
- data/docs/Overflow.md +16 -0
- data/docs/OverflowApi.md +492 -0
- data/docs/OverflowBankLinkMap.md +9 -0
- data/docs/OverflowSettings.md +17 -0
- data/docs/OverflowVO.md +10 -0
- data/docs/Ownership.md +12 -0
- data/docs/PageAccount.md +16 -0
- data/docs/PageAccountAllocationMapping.md +16 -0
- data/docs/PageAccountPermissionVO.md +16 -0
- data/docs/PageAccountStatus.md +16 -0
- data/docs/PageAccountType.md +16 -0
- data/docs/PageAdminClient.md +16 -0
- data/docs/PageAggregationAccount.md +16 -0
- data/docs/PageAggregationAccountBalance.md +16 -0
- data/docs/PageAggregationAccountHolding.md +16 -0
- data/docs/PageAggregationAccountTransaction.md +16 -0
- data/docs/PageAllocation.md +16 -0
- data/docs/PageAllocationComposition.md +16 -0
- data/docs/PageAnswer.md +16 -0
- data/docs/PageApplication.md +16 -0
- data/docs/PageAuditLog.md +16 -0
- data/docs/PageBankLink.md +16 -0
- data/docs/PageBenchmark.md +16 -0
- data/docs/PageBudget.md +16 -0
- data/docs/PageBusiness.md +16 -0
- data/docs/PageCard.md +16 -0
- data/docs/PageCardProgram.md +16 -0
- data/docs/PageClient.md +16 -0
- data/docs/PageClientResponse.md +16 -0
- data/docs/PageClientStatus.md +16 -0
- data/docs/PageCustomer.md +16 -0
- data/docs/PageCustomerRevenue.md +16 -0
- data/docs/PageDailyDeposit.md +16 -0
- data/docs/PageDailyWithdrawal.md +16 -0
- data/docs/PageDecisionTree.md +16 -0
- data/docs/PageDocument.md +16 -0
- data/docs/PageExternalAccountTransfer.md +16 -0
- data/docs/PageFeature.md +16 -0
- data/docs/PageFeatureTrack.md +16 -0
- data/docs/PageFinancialStatement.md +16 -0
- data/docs/PageFunding.md +16 -0
- data/docs/PageGoal.md +16 -0
- data/docs/PageGoalTrack.md +16 -0
- data/docs/PageHousehold.md +16 -0
- data/docs/PageInvoice.md +16 -0
- data/docs/PageInvoicePayment.md +16 -0
- data/docs/PageMXMerchantRes.md +16 -0
- data/docs/PageModel.md +16 -0
- data/docs/PageModelAssetSize.md +16 -0
- data/docs/PageModelComment.md +16 -0
- data/docs/PageModelHolding.md +16 -0
- data/docs/PageModelTransaction.md +16 -0
- data/docs/PageNode.md +16 -0
- data/docs/PageNodeRelationship.md +16 -0
- data/docs/PageNotification.md +16 -0
- data/docs/PageNotificationClient.md +16 -0
- data/docs/PageNotificationSetting.md +16 -0
- data/docs/PageOrder.md +16 -0
- data/docs/PageOrderBulk.md +16 -0
- data/docs/PageOrderStatus.md +16 -0
- data/docs/PageOrderTrack.md +16 -0
- data/docs/PageOverflow.md +16 -0
- data/docs/PageOverflowSettings.md +16 -0
- data/docs/PagePortfolio.md +16 -0
- data/docs/PagePortfolioAssetSizeLog.md +16 -0
- data/docs/PagePortfolioComment.md +16 -0
- data/docs/PagePortfolioGoal.md +16 -0
- data/docs/PagePortfolioHoldingLog.md +16 -0
- data/docs/PagePortfolioTransaction.md +16 -0
- data/docs/PageQuestion.md +16 -0
- data/docs/PageQuestionnaire.md +16 -0
- data/docs/PageReasonCode.md +16 -0
- data/docs/PageRiskProfile.md +16 -0
- data/docs/PageRoundup.md +16 -0
- data/docs/PageRoundupSettings.md +16 -0
- data/docs/PageScore.md +16 -0
- data/docs/PageSecurity.md +16 -0
- data/docs/PageSecurityExclusion.md +16 -0
- data/docs/PageSecurityPrice.md +16 -0
- data/docs/PageSpendingControl.md +16 -0
- data/docs/PageStage.md +16 -0
- data/docs/PageTransactionCode.md +16 -0
- data/docs/PageVAccountAssetSize.md +16 -0
- data/docs/PageWebhook.md +16 -0
- data/docs/PerformanceApi.md +973 -0
- data/docs/PermissionVO.md +9 -0
- data/docs/Portfolio.md +22 -0
- data/docs/PortfolioApi.md +1902 -0
- data/docs/PortfolioAssetSizeLog.md +20 -0
- data/docs/PortfolioComment.md +16 -0
- data/docs/PortfolioGoal.md +14 -0
- data/docs/PortfolioGoalMap.md +9 -0
- data/docs/PortfolioHoldingAgg.md +14 -0
- data/docs/PortfolioHoldingLog.md +21 -0
- data/docs/PortfolioTransaction.md +37 -0
- data/docs/Question.md +23 -0
- data/docs/Questionnaire.md +17 -0
- data/docs/QuestionnaireApi.md +1212 -0
- data/docs/ReasonCode.md +17 -0
- data/docs/ResourceApi.md +534 -0
- data/docs/RiskProfile.md +18 -0
- data/docs/RiskProfileApi.md +309 -0
- data/docs/Roundup.md +15 -0
- data/docs/RoundupApi.md +492 -0
- data/docs/RoundupCO.md +12 -0
- data/docs/RoundupSettings.md +21 -0
- data/docs/Score.md +23 -0
- data/docs/ScoreApi.md +309 -0
- data/docs/SecuritiesApi.md +917 -0
- data/docs/SecuritiesComposition.md +11 -0
- data/docs/SecuritiesCountry.md +9 -0
- data/docs/Security.md +32 -0
- data/docs/SecurityCompositionVO.md +21 -0
- data/docs/SecurityCountryVO.md +9 -0
- data/docs/SecurityExclusion.md +18 -0
- data/docs/SecurityPrice.md +20 -0
- data/docs/Sort.md +13 -0
- data/docs/SpendingControl.md +21 -0
- data/docs/SpendingControlApi.md +309 -0
- data/docs/Stage.md +22 -0
- data/docs/Stat.md +9 -0
- data/docs/State.md +10 -0
- data/docs/StatisticResourceVO.md +11 -0
- data/docs/TokenDateRequest.md +13 -0
- data/docs/TransactionCode.md +20 -0
- data/docs/UtilsApi.md +911 -0
- data/docs/VAccountAssetSize.md +11 -0
- data/docs/VAccountVO.md +13 -0
- data/docs/VClientGoalViewData.md +13 -0
- data/docs/VPortfolioVO.md +11 -0
- data/docs/Webhook.md +15 -0
- data/docs/WebhookApi.md +309 -0
- data/git_push.sh +55 -0
- data/lib/nucleus_api.rb +303 -0
- data/lib/nucleus_api/api/account_api.rb +1794 -0
- data/lib/nucleus_api/api/admin_client_api.rb +301 -0
- data/lib/nucleus_api/api/aggregation_account_api.rb +1587 -0
- data/lib/nucleus_api/api/allocation_api.rb +824 -0
- data/lib/nucleus_api/api/application_api.rb +301 -0
- data/lib/nucleus_api/api/audit_log_api.rb +190 -0
- data/lib/nucleus_api/api/benchmark_api.rb +362 -0
- data/lib/nucleus_api/api/budget_api.rb +307 -0
- data/lib/nucleus_api/api/bulk_api.rb +253 -0
- data/lib/nucleus_api/api/business_api.rb +508 -0
- data/lib/nucleus_api/api/card_api.rb +719 -0
- data/lib/nucleus_api/api/client_api.rb +950 -0
- data/lib/nucleus_api/api/customer_api.rb +585 -0
- data/lib/nucleus_api/api/decision_tree_api.rb +913 -0
- data/lib/nucleus_api/api/document_api.rb +301 -0
- data/lib/nucleus_api/api/feature_api.rb +579 -0
- data/lib/nucleus_api/api/financial_statement_api.rb +307 -0
- data/lib/nucleus_api/api/funding_api.rb +1497 -0
- data/lib/nucleus_api/api/goal_api.rb +819 -0
- data/lib/nucleus_api/api/household_api.rb +508 -0
- data/lib/nucleus_api/api/invoice_api.rb +591 -0
- data/lib/nucleus_api/api/model_api.rb +1479 -0
- data/lib/nucleus_api/api/notification_api.rb +857 -0
- data/lib/nucleus_api/api/order_api.rb +1688 -0
- data/lib/nucleus_api/api/overflow_api.rb +468 -0
- data/lib/nucleus_api/api/performance_api.rb +1131 -0
- data/lib/nucleus_api/api/portfolio_api.rb +1776 -0
- data/lib/nucleus_api/api/questionnaire_api.rb +1135 -0
- data/lib/nucleus_api/api/resource_api.rb +479 -0
- data/lib/nucleus_api/api/risk_profile_api.rb +301 -0
- data/lib/nucleus_api/api/roundup_api.rb +468 -0
- data/lib/nucleus_api/api/score_api.rb +301 -0
- data/lib/nucleus_api/api/securities_api.rb +863 -0
- data/lib/nucleus_api/api/spending_control_api.rb +301 -0
- data/lib/nucleus_api/api/utils_api.rb +857 -0
- data/lib/nucleus_api/api/webhook_api.rb +301 -0
- data/lib/nucleus_api/api_client.rb +428 -0
- data/lib/nucleus_api/api_error.rb +38 -0
- data/lib/nucleus_api/auth_configuration.rb +177 -0
- data/lib/nucleus_api/configuration.rb +224 -0
- data/lib/nucleus_api/models/account.rb +333 -0
- data/lib/nucleus_api/models/account_allocation_mapping.rb +294 -0
- data/lib/nucleus_api/models/account_map.rb +202 -0
- data/lib/nucleus_api/models/account_permission_vo.rb +195 -0
- data/lib/nucleus_api/models/account_portfolio_rebalance_request.rb +313 -0
- data/lib/nucleus_api/models/account_status.rb +275 -0
- data/lib/nucleus_api/models/account_type.rb +335 -0
- data/lib/nucleus_api/models/acl_client_permission_vo.rb +236 -0
- data/lib/nucleus_api/models/admin_client.rb +272 -0
- data/lib/nucleus_api/models/aggregation_account.rb +420 -0
- data/lib/nucleus_api/models/aggregation_account_balance.rb +284 -0
- data/lib/nucleus_api/models/aggregation_account_holding.rb +364 -0
- data/lib/nucleus_api/models/aggregation_account_transaction.rb +382 -0
- data/lib/nucleus_api/models/aggregation_accounts_map.rb +202 -0
- data/lib/nucleus_api/models/allocation.rb +325 -0
- data/lib/nucleus_api/models/allocation_aggregated_vo.rb +228 -0
- data/lib/nucleus_api/models/allocation_composition.rb +304 -0
- data/lib/nucleus_api/models/allocation_composition_aggregated_vo.rb +282 -0
- data/lib/nucleus_api/models/allocation_composition_model_holdings_vo.rb +311 -0
- data/lib/nucleus_api/models/allocation_node_map.rb +187 -0
- data/lib/nucleus_api/models/answer.rb +286 -0
- data/lib/nucleus_api/models/answer_map.rb +181 -0
- data/lib/nucleus_api/models/application.rb +256 -0
- data/lib/nucleus_api/models/audit_log.rb +357 -0
- data/lib/nucleus_api/models/available_date_double_vo.rb +243 -0
- data/lib/nucleus_api/models/bank_credit.rb +262 -0
- data/lib/nucleus_api/models/bank_link.rb +410 -0
- data/lib/nucleus_api/models/bank_link_map.rb +202 -0
- data/lib/nucleus_api/models/benchmark.rb +277 -0
- data/lib/nucleus_api/models/benchmark_composition.rb +202 -0
- data/lib/nucleus_api/models/brokers.rb +203 -0
- data/lib/nucleus_api/models/budget.rb +372 -0
- data/lib/nucleus_api/models/budget_aggregation_account.rb +187 -0
- data/lib/nucleus_api/models/budget_object.rb +213 -0
- data/lib/nucleus_api/models/bulk_transaction.rb +226 -0
- data/lib/nucleus_api/models/bulk_transaction_vo.rb +217 -0
- data/lib/nucleus_api/models/business.rb +430 -0
- data/lib/nucleus_api/models/business_address.rb +278 -0
- data/lib/nucleus_api/models/card.rb +489 -0
- data/lib/nucleus_api/models/card_address.rb +268 -0
- data/lib/nucleus_api/models/card_program.rb +350 -0
- data/lib/nucleus_api/models/cash.rb +213 -0
- data/lib/nucleus_api/models/categories_map.rb +202 -0
- data/lib/nucleus_api/models/category_internal_response_vo.rb +201 -0
- data/lib/nucleus_api/models/category_response_vo.rb +192 -0
- data/lib/nucleus_api/models/check.rb +210 -0
- data/lib/nucleus_api/models/check_images.rb +198 -0
- data/lib/nucleus_api/models/client.rb +523 -0
- data/lib/nucleus_api/models/client_account_mapping.rb +212 -0
- data/lib/nucleus_api/models/client_address.rb +278 -0
- data/lib/nucleus_api/models/client_relationship.rb +209 -0
- data/lib/nucleus_api/models/client_response.rb +280 -0
- data/lib/nucleus_api/models/client_status.rb +275 -0
- data/lib/nucleus_api/models/client_view_goal_data.rb +302 -0
- data/lib/nucleus_api/models/country.rb +233 -0
- data/lib/nucleus_api/models/currency.rb +212 -0
- data/lib/nucleus_api/models/customer.rb +317 -0
- data/lib/nucleus_api/models/customer_address.rb +268 -0
- data/lib/nucleus_api/models/customer_revenue.rb +284 -0
- data/lib/nucleus_api/models/daily_deposit.rb +395 -0
- data/lib/nucleus_api/models/daily_withdrawal.rb +405 -0
- data/lib/nucleus_api/models/date_double_vo.rb +203 -0
- data/lib/nucleus_api/models/decision_tree.rb +275 -0
- data/lib/nucleus_api/models/decision_tree_co.rb +202 -0
- data/lib/nucleus_api/models/decision_tree_result_vo.rb +192 -0
- data/lib/nucleus_api/models/document.rb +409 -0
- data/lib/nucleus_api/models/employment.rb +213 -0
- data/lib/nucleus_api/models/external_account_transfer.rb +412 -0
- data/lib/nucleus_api/models/feature.rb +286 -0
- data/lib/nucleus_api/models/feature_track.rb +251 -0
- data/lib/nucleus_api/models/financial_statement.rb +352 -0
- data/lib/nucleus_api/models/funding.rb +496 -0
- data/lib/nucleus_api/models/funding_request_map.rb +187 -0
- data/lib/nucleus_api/models/fx_rate_view.rb +233 -0
- data/lib/nucleus_api/models/goal.rb +340 -0
- data/lib/nucleus_api/models/goal_account_mapping.rb +218 -0
- data/lib/nucleus_api/models/goal_track.rb +372 -0
- data/lib/nucleus_api/models/goal_track_accounts.rb +187 -0
- data/lib/nucleus_api/models/household.rb +285 -0
- data/lib/nucleus_api/models/investment.rb +283 -0
- data/lib/nucleus_api/models/invoice.rb +452 -0
- data/lib/nucleus_api/models/invoice_payment.rb +269 -0
- data/lib/nucleus_api/models/json_node.rb +404 -0
- data/lib/nucleus_api/models/line_items.rb +278 -0
- data/lib/nucleus_api/models/location.rb +253 -0
- data/lib/nucleus_api/models/member.rb +217 -0
- data/lib/nucleus_api/models/merchant_category_code.rb +213 -0
- data/lib/nucleus_api/models/merchants_map.rb +202 -0
- data/lib/nucleus_api/models/model.rb +396 -0
- data/lib/nucleus_api/models/model_asset_size.rb +274 -0
- data/lib/nucleus_api/models/model_comment.rb +264 -0
- data/lib/nucleus_api/models/model_holding.rb +370 -0
- data/lib/nucleus_api/models/model_holding_vo.rb +208 -0
- data/lib/nucleus_api/models/model_transaction.rb +298 -0
- data/lib/nucleus_api/models/mx_merchant_res.rb +235 -0
- data/lib/nucleus_api/models/node.rb +260 -0
- data/lib/nucleus_api/models/node_relationship.rb +300 -0
- data/lib/nucleus_api/models/notification.rb +313 -0
- data/lib/nucleus_api/models/notification_client.rb +309 -0
- data/lib/nucleus_api/models/notification_setting.rb +300 -0
- data/lib/nucleus_api/models/order.rb +390 -0
- data/lib/nucleus_api/models/order_bulk.rb +309 -0
- data/lib/nucleus_api/models/order_reconcile_request.rb +220 -0
- data/lib/nucleus_api/models/order_reconcile_return_object.rb +227 -0
- data/lib/nucleus_api/models/order_status.rb +250 -0
- data/lib/nucleus_api/models/order_track.rb +316 -0
- data/lib/nucleus_api/models/order_vo_clone.rb +304 -0
- data/lib/nucleus_api/models/overflow.rb +281 -0
- data/lib/nucleus_api/models/overflow_bank_link_map.rb +202 -0
- data/lib/nucleus_api/models/overflow_settings.rb +287 -0
- data/lib/nucleus_api/models/overflow_vo.rb +203 -0
- data/lib/nucleus_api/models/ownership.rb +233 -0
- data/lib/nucleus_api/models/page_account.rb +258 -0
- data/lib/nucleus_api/models/page_account_allocation_mapping.rb +258 -0
- data/lib/nucleus_api/models/page_account_permission_vo.rb +258 -0
- data/lib/nucleus_api/models/page_account_status.rb +258 -0
- data/lib/nucleus_api/models/page_account_type.rb +258 -0
- data/lib/nucleus_api/models/page_admin_client.rb +258 -0
- data/lib/nucleus_api/models/page_aggregation_account.rb +258 -0
- data/lib/nucleus_api/models/page_aggregation_account_balance.rb +258 -0
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- data/spec/models/statistic_resource_vo_spec.rb +59 -0
- data/spec/models/token_date_request_spec.rb +71 -0
- data/spec/models/transaction_code_spec.rb +125 -0
- data/spec/models/v_account_asset_size_spec.rb +59 -0
- data/spec/models/v_account_vo_spec.rb +71 -0
- data/spec/models/v_client_goal_view_data_spec.rb +71 -0
- data/spec/models/v_portfolio_vo_spec.rb +59 -0
- data/spec/models/webhook_spec.rb +87 -0
- data/spec/spec_helper.rb +111 -0
- metadata +1312 -0
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=begin
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#Hydrogen Nucleus API
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#The Hydrogen Nucleus API
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OpenAPI spec version: 1.8.0
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Contact: info@hydrogenplatform.com
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Generated by: https://github.com/swagger-api/swagger-codegen.git
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Swagger Codegen version: 2.4.18
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=end
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require 'uri'
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module NucleusApi
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class GoalApi
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attr_accessor :api_client
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def initialize(api_client = ApiClient.default)
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@api_client = api_client
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end
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# Create a goal track record
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# Create a goal track record for a goal under a client.
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# @param goal_track goalTrack
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# @param [Hash] opts the optional parameters
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# @return [GoalTrack]
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def create_goal_track_using_post(goal_track, opts = {})
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data, _status_code, _headers = create_goal_track_using_post_with_http_info(goal_track, opts)
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data
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end
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# Create a goal track record
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# Create a goal track record for a goal under a client.
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# @param goal_track goalTrack
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# @param [Hash] opts the optional parameters
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# @return [Array<(GoalTrack, Fixnum, Hash)>] GoalTrack data, response status code and response headers
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def create_goal_track_using_post_with_http_info(goal_track, opts = {})
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if @api_client.config.debugging
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@api_client.config.logger.debug 'Calling API: GoalApi.create_goal_track_using_post ...'
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end
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# verify the required parameter 'goal_track' is set
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if @api_client.config.client_side_validation && goal_track.nil?
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fail ArgumentError, "Missing the required parameter 'goal_track' when calling GoalApi.create_goal_track_using_post"
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end
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# resource path
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local_var_path = '/goal_track'
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# query parameters
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query_params = {}
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# header parameters
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header_params = {}
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# HTTP header 'Accept' (if needed)
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header_params['Accept'] = @api_client.select_header_accept(['*/*'])
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# HTTP header 'Content-Type'
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header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
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# form parameters
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form_params = {}
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# http body (model)
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post_body = @api_client.object_to_http_body(goal_track)
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auth_names = ['oauth2']
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data, status_code, headers = @api_client.call_api(:POST, local_var_path,
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:header_params => header_params,
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:query_params => query_params,
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:form_params => form_params,
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:body => post_body,
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:auth_names => auth_names,
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:return_type => 'GoalTrack')
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if @api_client.config.debugging
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@api_client.config.logger.debug "API called: GoalApi#create_goal_track_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
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end
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return data, status_code, headers
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end
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# Create a goal
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# Create a new goal for your firm that clients can customize for themselves.
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# @param goal_request goalRequest
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# @param [Hash] opts the optional parameters
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# @return [Goal]
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def create_goal_using_post(goal_request, opts = {})
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data, _status_code, _headers = create_goal_using_post_with_http_info(goal_request, opts)
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data
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end
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# Create a goal
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# Create a new goal for your firm that clients can customize for themselves.
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# @param goal_request goalRequest
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# @param [Hash] opts the optional parameters
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# @return [Array<(Goal, Fixnum, Hash)>] Goal data, response status code and response headers
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def create_goal_using_post_with_http_info(goal_request, opts = {})
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if @api_client.config.debugging
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@api_client.config.logger.debug 'Calling API: GoalApi.create_goal_using_post ...'
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end
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# verify the required parameter 'goal_request' is set
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if @api_client.config.client_side_validation && goal_request.nil?
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fail ArgumentError, "Missing the required parameter 'goal_request' when calling GoalApi.create_goal_using_post"
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end
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# resource path
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local_var_path = '/goal'
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# query parameters
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query_params = {}
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# header parameters
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header_params = {}
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# HTTP header 'Accept' (if needed)
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header_params['Accept'] = @api_client.select_header_accept(['*/*'])
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# HTTP header 'Content-Type'
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header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
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# form parameters
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form_params = {}
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# http body (model)
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post_body = @api_client.object_to_http_body(goal_request)
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auth_names = ['oauth2']
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data, status_code, headers = @api_client.call_api(:POST, local_var_path,
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:header_params => header_params,
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:query_params => query_params,
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:form_params => form_params,
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:body => post_body,
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:auth_names => auth_names,
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:return_type => 'Goal')
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if @api_client.config.debugging
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@api_client.config.logger.debug "API called: GoalApi#create_goal_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
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end
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return data, status_code, headers
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end
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# Delete a goal track record
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# Permanently delete an goal track record for a goal under a client.
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# @param goal_track_id UUID goal_track_id
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# @param [Hash] opts the optional parameters
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# @return [nil]
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def delete_goal_track_using_delete(goal_track_id, opts = {})
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delete_goal_track_using_delete_with_http_info(goal_track_id, opts)
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nil
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end
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# Delete a goal track record
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# Permanently delete an goal track record for a goal under a client.
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# @param goal_track_id UUID goal_track_id
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# @param [Hash] opts the optional parameters
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# @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
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def delete_goal_track_using_delete_with_http_info(goal_track_id, opts = {})
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if @api_client.config.debugging
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@api_client.config.logger.debug 'Calling API: GoalApi.delete_goal_track_using_delete ...'
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end
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# verify the required parameter 'goal_track_id' is set
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if @api_client.config.client_side_validation && goal_track_id.nil?
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fail ArgumentError, "Missing the required parameter 'goal_track_id' when calling GoalApi.delete_goal_track_using_delete"
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end
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# resource path
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local_var_path = '/goal_track/{goal_track_id}'.sub('{' + 'goal_track_id' + '}', goal_track_id.to_s)
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# query parameters
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query_params = {}
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# header parameters
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header_params = {}
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# HTTP header 'Accept' (if needed)
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header_params['Accept'] = @api_client.select_header_accept(['*/*'])
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# form parameters
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form_params = {}
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# http body (model)
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post_body = nil
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auth_names = ['oauth2']
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data, status_code, headers = @api_client.call_api(:DELETE, local_var_path,
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:header_params => header_params,
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:query_params => query_params,
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:form_params => form_params,
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:body => post_body,
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:auth_names => auth_names)
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if @api_client.config.debugging
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@api_client.config.logger.debug "API called: GoalApi#delete_goal_track_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
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end
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return data, status_code, headers
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end
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# Delete a goal
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# Permanently delete a goal for your firm.
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# @param goal_id UUID goal_id
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# @param [Hash] opts the optional parameters
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# @return [nil]
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def delete_goal_using_delete(goal_id, opts = {})
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delete_goal_using_delete_with_http_info(goal_id, opts)
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nil
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end
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# Delete a goal
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# Permanently delete a goal for your firm.
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# @param goal_id UUID goal_id
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# @param [Hash] opts the optional parameters
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# @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
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def delete_goal_using_delete_with_http_info(goal_id, opts = {})
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if @api_client.config.debugging
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@api_client.config.logger.debug 'Calling API: GoalApi.delete_goal_using_delete ...'
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end
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# verify the required parameter 'goal_id' is set
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if @api_client.config.client_side_validation && goal_id.nil?
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fail ArgumentError, "Missing the required parameter 'goal_id' when calling GoalApi.delete_goal_using_delete"
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end
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# resource path
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local_var_path = '/goal/{goal_id}'.sub('{' + 'goal_id' + '}', goal_id.to_s)
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# query parameters
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query_params = {}
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# header parameters
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header_params = {}
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# HTTP header 'Accept' (if needed)
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header_params['Accept'] = @api_client.select_header_accept(['*/*'])
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# form parameters
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form_params = {}
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# http body (model)
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post_body = nil
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auth_names = ['oauth2']
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data, status_code, headers = @api_client.call_api(:DELETE, local_var_path,
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:header_params => header_params,
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:query_params => query_params,
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:form_params => form_params,
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:body => post_body,
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:auth_names => auth_names)
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if @api_client.config.debugging
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@api_client.config.logger.debug "API called: GoalApi#delete_goal_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
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end
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return data, status_code, headers
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end
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# List all goals
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# Get the details for all goals defined by your firm.
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# @param [Hash] opts the optional parameters
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# @option opts [BOOLEAN] :ascending ascending (default to false)
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# @option opts [String] :filter filter
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# @option opts [String] :order_by order_by (default to update_date)
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# @option opts [Integer] :page page (default to 0)
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# @option opts [Integer] :size size (default to 25)
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# @return [PageGoal]
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def get_goal_all_using_get(opts = {})
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data, _status_code, _headers = get_goal_all_using_get_with_http_info(opts)
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data
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end
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# List all goals
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# Get the details for all goals defined by your firm.
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# @param [Hash] opts the optional parameters
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# @option opts [BOOLEAN] :ascending ascending
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# @option opts [String] :filter filter
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# @option opts [String] :order_by order_by
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# @option opts [Integer] :page page
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# @option opts [Integer] :size size
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# @return [Array<(PageGoal, Fixnum, Hash)>] PageGoal data, response status code and response headers
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def get_goal_all_using_get_with_http_info(opts = {})
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if @api_client.config.debugging
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@api_client.config.logger.debug 'Calling API: GoalApi.get_goal_all_using_get ...'
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end
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# resource path
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local_var_path = '/goal'
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# query parameters
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query_params = {}
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query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil?
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query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil?
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query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil?
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query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
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query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil?
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# header parameters
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header_params = {}
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# HTTP header 'Accept' (if needed)
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header_params['Accept'] = @api_client.select_header_accept(['*/*'])
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# form parameters
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form_params = {}
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# http body (model)
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post_body = nil
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auth_names = ['oauth2']
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data, status_code, headers = @api_client.call_api(:GET, local_var_path,
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:header_params => header_params,
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:query_params => query_params,
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:form_params => form_params,
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:body => post_body,
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:auth_names => auth_names,
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:return_type => 'PageGoal')
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if @api_client.config.debugging
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@api_client.config.logger.debug "API called: GoalApi#get_goal_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
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end
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return data, status_code, headers
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end
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# List goal asset sizes
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# Get a list of asset sizes per date for a goal for a specified client.
|
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295
|
+
# @param client_id client_id
|
|
296
|
+
# @param goal_id UUID goal_id
|
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297
|
+
# @param [Hash] opts the optional parameters
|
|
298
|
+
# @option opts [String] :currency_conversion Currency Code
|
|
299
|
+
# @option opts [Date] :end_date end date
|
|
300
|
+
# @option opts [BOOLEAN] :get_latest get_latest (default to false)
|
|
301
|
+
# @option opts [BOOLEAN] :portfolio_goal portfolio_goal (default to false)
|
|
302
|
+
# @option opts [String] :sort_type sort_type
|
|
303
|
+
# @option opts [Date] :start_date start date
|
|
304
|
+
# @return [Array<AvailableDateDoubleVO>]
|
|
305
|
+
def get_goal_asset_size_all_using_get(client_id, goal_id, opts = {})
|
|
306
|
+
data, _status_code, _headers = get_goal_asset_size_all_using_get_with_http_info(client_id, goal_id, opts)
|
|
307
|
+
data
|
|
308
|
+
end
|
|
309
|
+
|
|
310
|
+
# List goal asset sizes
|
|
311
|
+
# Get a list of asset sizes per date for a goal for a specified client.
|
|
312
|
+
# @param client_id client_id
|
|
313
|
+
# @param goal_id UUID goal_id
|
|
314
|
+
# @param [Hash] opts the optional parameters
|
|
315
|
+
# @option opts [String] :currency_conversion Currency Code
|
|
316
|
+
# @option opts [Date] :end_date end date
|
|
317
|
+
# @option opts [BOOLEAN] :get_latest get_latest
|
|
318
|
+
# @option opts [BOOLEAN] :portfolio_goal portfolio_goal
|
|
319
|
+
# @option opts [String] :sort_type sort_type
|
|
320
|
+
# @option opts [Date] :start_date start date
|
|
321
|
+
# @return [Array<(Array<AvailableDateDoubleVO>, Fixnum, Hash)>] Array<AvailableDateDoubleVO> data, response status code and response headers
|
|
322
|
+
def get_goal_asset_size_all_using_get_with_http_info(client_id, goal_id, opts = {})
|
|
323
|
+
if @api_client.config.debugging
|
|
324
|
+
@api_client.config.logger.debug 'Calling API: GoalApi.get_goal_asset_size_all_using_get ...'
|
|
325
|
+
end
|
|
326
|
+
# verify the required parameter 'client_id' is set
|
|
327
|
+
if @api_client.config.client_side_validation && client_id.nil?
|
|
328
|
+
fail ArgumentError, "Missing the required parameter 'client_id' when calling GoalApi.get_goal_asset_size_all_using_get"
|
|
329
|
+
end
|
|
330
|
+
# verify the required parameter 'goal_id' is set
|
|
331
|
+
if @api_client.config.client_side_validation && goal_id.nil?
|
|
332
|
+
fail ArgumentError, "Missing the required parameter 'goal_id' when calling GoalApi.get_goal_asset_size_all_using_get"
|
|
333
|
+
end
|
|
334
|
+
# resource path
|
|
335
|
+
local_var_path = '/goal/{goal_id}/asset_size'.sub('{' + 'goal_id' + '}', goal_id.to_s)
|
|
336
|
+
|
|
337
|
+
# query parameters
|
|
338
|
+
query_params = {}
|
|
339
|
+
query_params[:'client_id'] = client_id
|
|
340
|
+
query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil?
|
|
341
|
+
query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?
|
|
342
|
+
query_params[:'get_latest'] = opts[:'get_latest'] if !opts[:'get_latest'].nil?
|
|
343
|
+
query_params[:'portfolio_goal'] = opts[:'portfolio_goal'] if !opts[:'portfolio_goal'].nil?
|
|
344
|
+
query_params[:'sort_type'] = opts[:'sort_type'] if !opts[:'sort_type'].nil?
|
|
345
|
+
query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
|
|
346
|
+
|
|
347
|
+
# header parameters
|
|
348
|
+
header_params = {}
|
|
349
|
+
# HTTP header 'Accept' (if needed)
|
|
350
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
351
|
+
|
|
352
|
+
# form parameters
|
|
353
|
+
form_params = {}
|
|
354
|
+
|
|
355
|
+
# http body (model)
|
|
356
|
+
post_body = nil
|
|
357
|
+
auth_names = ['oauth2']
|
|
358
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
|
359
|
+
:header_params => header_params,
|
|
360
|
+
:query_params => query_params,
|
|
361
|
+
:form_params => form_params,
|
|
362
|
+
:body => post_body,
|
|
363
|
+
:auth_names => auth_names,
|
|
364
|
+
:return_type => 'Array<AvailableDateDoubleVO>')
|
|
365
|
+
if @api_client.config.debugging
|
|
366
|
+
@api_client.config.logger.debug "API called: GoalApi#get_goal_asset_size_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
367
|
+
end
|
|
368
|
+
return data, status_code, headers
|
|
369
|
+
end
|
|
370
|
+
# List goal holdings
|
|
371
|
+
# Get the information for all the securities that are currently being held in portfolios associated with a particular goal.
|
|
372
|
+
# @param client_id client_id
|
|
373
|
+
# @param goal_id UUID goal_id
|
|
374
|
+
# @param [Hash] opts the optional parameters
|
|
375
|
+
# @option opts [String] :currency_conversion Currency Code
|
|
376
|
+
# @option opts [Date] :end_date end date
|
|
377
|
+
# @option opts [BOOLEAN] :portfolio_goal portfolio_goal (default to false)
|
|
378
|
+
# @option opts [Date] :start_date start date
|
|
379
|
+
# @return [Array<PortfolioHoldingAgg>]
|
|
380
|
+
def get_goal_holding_all_using_get(client_id, goal_id, opts = {})
|
|
381
|
+
data, _status_code, _headers = get_goal_holding_all_using_get_with_http_info(client_id, goal_id, opts)
|
|
382
|
+
data
|
|
383
|
+
end
|
|
384
|
+
|
|
385
|
+
# List goal holdings
|
|
386
|
+
# Get the information for all the securities that are currently being held in portfolios associated with a particular goal.
|
|
387
|
+
# @param client_id client_id
|
|
388
|
+
# @param goal_id UUID goal_id
|
|
389
|
+
# @param [Hash] opts the optional parameters
|
|
390
|
+
# @option opts [String] :currency_conversion Currency Code
|
|
391
|
+
# @option opts [Date] :end_date end date
|
|
392
|
+
# @option opts [BOOLEAN] :portfolio_goal portfolio_goal
|
|
393
|
+
# @option opts [Date] :start_date start date
|
|
394
|
+
# @return [Array<(Array<PortfolioHoldingAgg>, Fixnum, Hash)>] Array<PortfolioHoldingAgg> data, response status code and response headers
|
|
395
|
+
def get_goal_holding_all_using_get_with_http_info(client_id, goal_id, opts = {})
|
|
396
|
+
if @api_client.config.debugging
|
|
397
|
+
@api_client.config.logger.debug 'Calling API: GoalApi.get_goal_holding_all_using_get ...'
|
|
398
|
+
end
|
|
399
|
+
# verify the required parameter 'client_id' is set
|
|
400
|
+
if @api_client.config.client_side_validation && client_id.nil?
|
|
401
|
+
fail ArgumentError, "Missing the required parameter 'client_id' when calling GoalApi.get_goal_holding_all_using_get"
|
|
402
|
+
end
|
|
403
|
+
# verify the required parameter 'goal_id' is set
|
|
404
|
+
if @api_client.config.client_side_validation && goal_id.nil?
|
|
405
|
+
fail ArgumentError, "Missing the required parameter 'goal_id' when calling GoalApi.get_goal_holding_all_using_get"
|
|
406
|
+
end
|
|
407
|
+
# resource path
|
|
408
|
+
local_var_path = '/goal/{goal_id}/holding'.sub('{' + 'goal_id' + '}', goal_id.to_s)
|
|
409
|
+
|
|
410
|
+
# query parameters
|
|
411
|
+
query_params = {}
|
|
412
|
+
query_params[:'client_id'] = client_id
|
|
413
|
+
query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil?
|
|
414
|
+
query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?
|
|
415
|
+
query_params[:'portfolio_goal'] = opts[:'portfolio_goal'] if !opts[:'portfolio_goal'].nil?
|
|
416
|
+
query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
|
|
417
|
+
|
|
418
|
+
# header parameters
|
|
419
|
+
header_params = {}
|
|
420
|
+
# HTTP header 'Accept' (if needed)
|
|
421
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
422
|
+
|
|
423
|
+
# form parameters
|
|
424
|
+
form_params = {}
|
|
425
|
+
|
|
426
|
+
# http body (model)
|
|
427
|
+
post_body = nil
|
|
428
|
+
auth_names = ['oauth2']
|
|
429
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
|
430
|
+
:header_params => header_params,
|
|
431
|
+
:query_params => query_params,
|
|
432
|
+
:form_params => form_params,
|
|
433
|
+
:body => post_body,
|
|
434
|
+
:auth_names => auth_names,
|
|
435
|
+
:return_type => 'Array<PortfolioHoldingAgg>')
|
|
436
|
+
if @api_client.config.debugging
|
|
437
|
+
@api_client.config.logger.debug "API called: GoalApi#get_goal_holding_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
438
|
+
end
|
|
439
|
+
return data, status_code, headers
|
|
440
|
+
end
|
|
441
|
+
# List all goal track records
|
|
442
|
+
# Get information for all goal track records stored for your firm.
|
|
443
|
+
# @param [Hash] opts the optional parameters
|
|
444
|
+
# @option opts [BOOLEAN] :ascending ascending (default to false)
|
|
445
|
+
# @option opts [String] :end_date end date
|
|
446
|
+
# @option opts [String] :filter filter
|
|
447
|
+
# @option opts [BOOLEAN] :get_latest true or false
|
|
448
|
+
# @option opts [String] :order_by order_by (default to update_date)
|
|
449
|
+
# @option opts [Integer] :page page (default to 0)
|
|
450
|
+
# @option opts [Integer] :size size (default to 25)
|
|
451
|
+
# @option opts [String] :start_date start date
|
|
452
|
+
# @return [PageGoalTrack]
|
|
453
|
+
def get_goal_track_all_using_get(opts = {})
|
|
454
|
+
data, _status_code, _headers = get_goal_track_all_using_get_with_http_info(opts)
|
|
455
|
+
data
|
|
456
|
+
end
|
|
457
|
+
|
|
458
|
+
# List all goal track records
|
|
459
|
+
# Get information for all goal track records stored for your firm.
|
|
460
|
+
# @param [Hash] opts the optional parameters
|
|
461
|
+
# @option opts [BOOLEAN] :ascending ascending
|
|
462
|
+
# @option opts [String] :end_date end date
|
|
463
|
+
# @option opts [String] :filter filter
|
|
464
|
+
# @option opts [BOOLEAN] :get_latest true or false
|
|
465
|
+
# @option opts [String] :order_by order_by
|
|
466
|
+
# @option opts [Integer] :page page
|
|
467
|
+
# @option opts [Integer] :size size
|
|
468
|
+
# @option opts [String] :start_date start date
|
|
469
|
+
# @return [Array<(PageGoalTrack, Fixnum, Hash)>] PageGoalTrack data, response status code and response headers
|
|
470
|
+
def get_goal_track_all_using_get_with_http_info(opts = {})
|
|
471
|
+
if @api_client.config.debugging
|
|
472
|
+
@api_client.config.logger.debug 'Calling API: GoalApi.get_goal_track_all_using_get ...'
|
|
473
|
+
end
|
|
474
|
+
# resource path
|
|
475
|
+
local_var_path = '/goal_track'
|
|
476
|
+
|
|
477
|
+
# query parameters
|
|
478
|
+
query_params = {}
|
|
479
|
+
query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil?
|
|
480
|
+
query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?
|
|
481
|
+
query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil?
|
|
482
|
+
query_params[:'get_latest'] = opts[:'get_latest'] if !opts[:'get_latest'].nil?
|
|
483
|
+
query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil?
|
|
484
|
+
query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
|
|
485
|
+
query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil?
|
|
486
|
+
query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
|
|
487
|
+
|
|
488
|
+
# header parameters
|
|
489
|
+
header_params = {}
|
|
490
|
+
# HTTP header 'Accept' (if needed)
|
|
491
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
492
|
+
|
|
493
|
+
# form parameters
|
|
494
|
+
form_params = {}
|
|
495
|
+
|
|
496
|
+
# http body (model)
|
|
497
|
+
post_body = nil
|
|
498
|
+
auth_names = ['oauth2']
|
|
499
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
|
500
|
+
:header_params => header_params,
|
|
501
|
+
:query_params => query_params,
|
|
502
|
+
:form_params => form_params,
|
|
503
|
+
:body => post_body,
|
|
504
|
+
:auth_names => auth_names,
|
|
505
|
+
:return_type => 'PageGoalTrack')
|
|
506
|
+
if @api_client.config.debugging
|
|
507
|
+
@api_client.config.logger.debug "API called: GoalApi#get_goal_track_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
508
|
+
end
|
|
509
|
+
return data, status_code, headers
|
|
510
|
+
end
|
|
511
|
+
# Retrieve a goal track record
|
|
512
|
+
# Retrieve the information for a specific goal track record for a goal under a client.
|
|
513
|
+
# @param goal_track_id UUID goal_track_id
|
|
514
|
+
# @param [Hash] opts the optional parameters
|
|
515
|
+
# @return [GoalTrack]
|
|
516
|
+
def get_goal_track_using_get(goal_track_id, opts = {})
|
|
517
|
+
data, _status_code, _headers = get_goal_track_using_get_with_http_info(goal_track_id, opts)
|
|
518
|
+
data
|
|
519
|
+
end
|
|
520
|
+
|
|
521
|
+
# Retrieve a goal track record
|
|
522
|
+
# Retrieve the information for a specific goal track record for a goal under a client.
|
|
523
|
+
# @param goal_track_id UUID goal_track_id
|
|
524
|
+
# @param [Hash] opts the optional parameters
|
|
525
|
+
# @return [Array<(GoalTrack, Fixnum, Hash)>] GoalTrack data, response status code and response headers
|
|
526
|
+
def get_goal_track_using_get_with_http_info(goal_track_id, opts = {})
|
|
527
|
+
if @api_client.config.debugging
|
|
528
|
+
@api_client.config.logger.debug 'Calling API: GoalApi.get_goal_track_using_get ...'
|
|
529
|
+
end
|
|
530
|
+
# verify the required parameter 'goal_track_id' is set
|
|
531
|
+
if @api_client.config.client_side_validation && goal_track_id.nil?
|
|
532
|
+
fail ArgumentError, "Missing the required parameter 'goal_track_id' when calling GoalApi.get_goal_track_using_get"
|
|
533
|
+
end
|
|
534
|
+
# resource path
|
|
535
|
+
local_var_path = '/goal_track/{goal_track_id}'.sub('{' + 'goal_track_id' + '}', goal_track_id.to_s)
|
|
536
|
+
|
|
537
|
+
# query parameters
|
|
538
|
+
query_params = {}
|
|
539
|
+
|
|
540
|
+
# header parameters
|
|
541
|
+
header_params = {}
|
|
542
|
+
# HTTP header 'Accept' (if needed)
|
|
543
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
544
|
+
|
|
545
|
+
# form parameters
|
|
546
|
+
form_params = {}
|
|
547
|
+
|
|
548
|
+
# http body (model)
|
|
549
|
+
post_body = nil
|
|
550
|
+
auth_names = ['oauth2']
|
|
551
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
|
552
|
+
:header_params => header_params,
|
|
553
|
+
:query_params => query_params,
|
|
554
|
+
:form_params => form_params,
|
|
555
|
+
:body => post_body,
|
|
556
|
+
:auth_names => auth_names,
|
|
557
|
+
:return_type => 'GoalTrack')
|
|
558
|
+
if @api_client.config.debugging
|
|
559
|
+
@api_client.config.logger.debug "API called: GoalApi#get_goal_track_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
560
|
+
end
|
|
561
|
+
return data, status_code, headers
|
|
562
|
+
end
|
|
563
|
+
# List goal transactions
|
|
564
|
+
# Get the information for all transactions under portfolios associated with a particular goal.
|
|
565
|
+
# @param client_id client_id
|
|
566
|
+
# @param goal_id UUID goal_id
|
|
567
|
+
# @param [Hash] opts the optional parameters
|
|
568
|
+
# @option opts [BOOLEAN] :ascending ascending (default to false)
|
|
569
|
+
# @option opts [String] :currency_conversion Currency Code
|
|
570
|
+
# @option opts [Date] :end_date end date
|
|
571
|
+
# @option opts [String] :order_by order_by (default to update_date)
|
|
572
|
+
# @option opts [Integer] :page page (default to 0)
|
|
573
|
+
# @option opts [BOOLEAN] :portfolio_goal portfolio_goal (default to false)
|
|
574
|
+
# @option opts [Integer] :size size (default to 25)
|
|
575
|
+
# @option opts [Date] :start_date start date
|
|
576
|
+
# @return [PagePortfolioTransaction]
|
|
577
|
+
def get_goal_transaction_all_using_get(client_id, goal_id, opts = {})
|
|
578
|
+
data, _status_code, _headers = get_goal_transaction_all_using_get_with_http_info(client_id, goal_id, opts)
|
|
579
|
+
data
|
|
580
|
+
end
|
|
581
|
+
|
|
582
|
+
# List goal transactions
|
|
583
|
+
# Get the information for all transactions under portfolios associated with a particular goal.
|
|
584
|
+
# @param client_id client_id
|
|
585
|
+
# @param goal_id UUID goal_id
|
|
586
|
+
# @param [Hash] opts the optional parameters
|
|
587
|
+
# @option opts [BOOLEAN] :ascending ascending
|
|
588
|
+
# @option opts [String] :currency_conversion Currency Code
|
|
589
|
+
# @option opts [Date] :end_date end date
|
|
590
|
+
# @option opts [String] :order_by order_by
|
|
591
|
+
# @option opts [Integer] :page page
|
|
592
|
+
# @option opts [BOOLEAN] :portfolio_goal portfolio_goal
|
|
593
|
+
# @option opts [Integer] :size size
|
|
594
|
+
# @option opts [Date] :start_date start date
|
|
595
|
+
# @return [Array<(PagePortfolioTransaction, Fixnum, Hash)>] PagePortfolioTransaction data, response status code and response headers
|
|
596
|
+
def get_goal_transaction_all_using_get_with_http_info(client_id, goal_id, opts = {})
|
|
597
|
+
if @api_client.config.debugging
|
|
598
|
+
@api_client.config.logger.debug 'Calling API: GoalApi.get_goal_transaction_all_using_get ...'
|
|
599
|
+
end
|
|
600
|
+
# verify the required parameter 'client_id' is set
|
|
601
|
+
if @api_client.config.client_side_validation && client_id.nil?
|
|
602
|
+
fail ArgumentError, "Missing the required parameter 'client_id' when calling GoalApi.get_goal_transaction_all_using_get"
|
|
603
|
+
end
|
|
604
|
+
# verify the required parameter 'goal_id' is set
|
|
605
|
+
if @api_client.config.client_side_validation && goal_id.nil?
|
|
606
|
+
fail ArgumentError, "Missing the required parameter 'goal_id' when calling GoalApi.get_goal_transaction_all_using_get"
|
|
607
|
+
end
|
|
608
|
+
# resource path
|
|
609
|
+
local_var_path = '/goal/{goal_id}/transaction'.sub('{' + 'goal_id' + '}', goal_id.to_s)
|
|
610
|
+
|
|
611
|
+
# query parameters
|
|
612
|
+
query_params = {}
|
|
613
|
+
query_params[:'client_id'] = client_id
|
|
614
|
+
query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil?
|
|
615
|
+
query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil?
|
|
616
|
+
query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?
|
|
617
|
+
query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil?
|
|
618
|
+
query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
|
|
619
|
+
query_params[:'portfolio_goal'] = opts[:'portfolio_goal'] if !opts[:'portfolio_goal'].nil?
|
|
620
|
+
query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil?
|
|
621
|
+
query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
|
|
622
|
+
|
|
623
|
+
# header parameters
|
|
624
|
+
header_params = {}
|
|
625
|
+
# HTTP header 'Accept' (if needed)
|
|
626
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
627
|
+
|
|
628
|
+
# form parameters
|
|
629
|
+
form_params = {}
|
|
630
|
+
|
|
631
|
+
# http body (model)
|
|
632
|
+
post_body = nil
|
|
633
|
+
auth_names = ['oauth2']
|
|
634
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
|
635
|
+
:header_params => header_params,
|
|
636
|
+
:query_params => query_params,
|
|
637
|
+
:form_params => form_params,
|
|
638
|
+
:body => post_body,
|
|
639
|
+
:auth_names => auth_names,
|
|
640
|
+
:return_type => 'PagePortfolioTransaction')
|
|
641
|
+
if @api_client.config.debugging
|
|
642
|
+
@api_client.config.logger.debug "API called: GoalApi#get_goal_transaction_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
643
|
+
end
|
|
644
|
+
return data, status_code, headers
|
|
645
|
+
end
|
|
646
|
+
# Retrieve a goal
|
|
647
|
+
# Retrieve the information for a goal defined for your firm.
|
|
648
|
+
# @param goal_id UUID goal_id
|
|
649
|
+
# @param [Hash] opts the optional parameters
|
|
650
|
+
# @return [Goal]
|
|
651
|
+
def get_goal_using_get(goal_id, opts = {})
|
|
652
|
+
data, _status_code, _headers = get_goal_using_get_with_http_info(goal_id, opts)
|
|
653
|
+
data
|
|
654
|
+
end
|
|
655
|
+
|
|
656
|
+
# Retrieve a goal
|
|
657
|
+
# Retrieve the information for a goal defined for your firm.
|
|
658
|
+
# @param goal_id UUID goal_id
|
|
659
|
+
# @param [Hash] opts the optional parameters
|
|
660
|
+
# @return [Array<(Goal, Fixnum, Hash)>] Goal data, response status code and response headers
|
|
661
|
+
def get_goal_using_get_with_http_info(goal_id, opts = {})
|
|
662
|
+
if @api_client.config.debugging
|
|
663
|
+
@api_client.config.logger.debug 'Calling API: GoalApi.get_goal_using_get ...'
|
|
664
|
+
end
|
|
665
|
+
# verify the required parameter 'goal_id' is set
|
|
666
|
+
if @api_client.config.client_side_validation && goal_id.nil?
|
|
667
|
+
fail ArgumentError, "Missing the required parameter 'goal_id' when calling GoalApi.get_goal_using_get"
|
|
668
|
+
end
|
|
669
|
+
# resource path
|
|
670
|
+
local_var_path = '/goal/{goal_id}'.sub('{' + 'goal_id' + '}', goal_id.to_s)
|
|
671
|
+
|
|
672
|
+
# query parameters
|
|
673
|
+
query_params = {}
|
|
674
|
+
|
|
675
|
+
# header parameters
|
|
676
|
+
header_params = {}
|
|
677
|
+
# HTTP header 'Accept' (if needed)
|
|
678
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
679
|
+
|
|
680
|
+
# form parameters
|
|
681
|
+
form_params = {}
|
|
682
|
+
|
|
683
|
+
# http body (model)
|
|
684
|
+
post_body = nil
|
|
685
|
+
auth_names = ['oauth2']
|
|
686
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
|
687
|
+
:header_params => header_params,
|
|
688
|
+
:query_params => query_params,
|
|
689
|
+
:form_params => form_params,
|
|
690
|
+
:body => post_body,
|
|
691
|
+
:auth_names => auth_names,
|
|
692
|
+
:return_type => 'Goal')
|
|
693
|
+
if @api_client.config.debugging
|
|
694
|
+
@api_client.config.logger.debug "API called: GoalApi#get_goal_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
695
|
+
end
|
|
696
|
+
return data, status_code, headers
|
|
697
|
+
end
|
|
698
|
+
# Update a goal track record
|
|
699
|
+
# Update the information for a goal track record.
|
|
700
|
+
# @param goal_track goal_track
|
|
701
|
+
# @param goal_track_id UUID goal_track_id
|
|
702
|
+
# @param [Hash] opts the optional parameters
|
|
703
|
+
# @return [GoalTrack]
|
|
704
|
+
def update_goal_track_using_put(goal_track, goal_track_id, opts = {})
|
|
705
|
+
data, _status_code, _headers = update_goal_track_using_put_with_http_info(goal_track, goal_track_id, opts)
|
|
706
|
+
data
|
|
707
|
+
end
|
|
708
|
+
|
|
709
|
+
# Update a goal track record
|
|
710
|
+
# Update the information for a goal track record.
|
|
711
|
+
# @param goal_track goal_track
|
|
712
|
+
# @param goal_track_id UUID goal_track_id
|
|
713
|
+
# @param [Hash] opts the optional parameters
|
|
714
|
+
# @return [Array<(GoalTrack, Fixnum, Hash)>] GoalTrack data, response status code and response headers
|
|
715
|
+
def update_goal_track_using_put_with_http_info(goal_track, goal_track_id, opts = {})
|
|
716
|
+
if @api_client.config.debugging
|
|
717
|
+
@api_client.config.logger.debug 'Calling API: GoalApi.update_goal_track_using_put ...'
|
|
718
|
+
end
|
|
719
|
+
# verify the required parameter 'goal_track' is set
|
|
720
|
+
if @api_client.config.client_side_validation && goal_track.nil?
|
|
721
|
+
fail ArgumentError, "Missing the required parameter 'goal_track' when calling GoalApi.update_goal_track_using_put"
|
|
722
|
+
end
|
|
723
|
+
# verify the required parameter 'goal_track_id' is set
|
|
724
|
+
if @api_client.config.client_side_validation && goal_track_id.nil?
|
|
725
|
+
fail ArgumentError, "Missing the required parameter 'goal_track_id' when calling GoalApi.update_goal_track_using_put"
|
|
726
|
+
end
|
|
727
|
+
# resource path
|
|
728
|
+
local_var_path = '/goal_track/{goal_track_id}'.sub('{' + 'goal_track_id' + '}', goal_track_id.to_s)
|
|
729
|
+
|
|
730
|
+
# query parameters
|
|
731
|
+
query_params = {}
|
|
732
|
+
|
|
733
|
+
# header parameters
|
|
734
|
+
header_params = {}
|
|
735
|
+
# HTTP header 'Accept' (if needed)
|
|
736
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
737
|
+
# HTTP header 'Content-Type'
|
|
738
|
+
header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
|
|
739
|
+
|
|
740
|
+
# form parameters
|
|
741
|
+
form_params = {}
|
|
742
|
+
|
|
743
|
+
# http body (model)
|
|
744
|
+
post_body = @api_client.object_to_http_body(goal_track)
|
|
745
|
+
auth_names = ['oauth2']
|
|
746
|
+
data, status_code, headers = @api_client.call_api(:PUT, local_var_path,
|
|
747
|
+
:header_params => header_params,
|
|
748
|
+
:query_params => query_params,
|
|
749
|
+
:form_params => form_params,
|
|
750
|
+
:body => post_body,
|
|
751
|
+
:auth_names => auth_names,
|
|
752
|
+
:return_type => 'GoalTrack')
|
|
753
|
+
if @api_client.config.debugging
|
|
754
|
+
@api_client.config.logger.debug "API called: GoalApi#update_goal_track_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
755
|
+
end
|
|
756
|
+
return data, status_code, headers
|
|
757
|
+
end
|
|
758
|
+
# Update a goal
|
|
759
|
+
# Update a goal defined for your firm.
|
|
760
|
+
# @param goal goal
|
|
761
|
+
# @param goal_id UUID goal_id
|
|
762
|
+
# @param [Hash] opts the optional parameters
|
|
763
|
+
# @return [Goal]
|
|
764
|
+
def update_goal_using_put(goal, goal_id, opts = {})
|
|
765
|
+
data, _status_code, _headers = update_goal_using_put_with_http_info(goal, goal_id, opts)
|
|
766
|
+
data
|
|
767
|
+
end
|
|
768
|
+
|
|
769
|
+
# Update a goal
|
|
770
|
+
# Update a goal defined for your firm.
|
|
771
|
+
# @param goal goal
|
|
772
|
+
# @param goal_id UUID goal_id
|
|
773
|
+
# @param [Hash] opts the optional parameters
|
|
774
|
+
# @return [Array<(Goal, Fixnum, Hash)>] Goal data, response status code and response headers
|
|
775
|
+
def update_goal_using_put_with_http_info(goal, goal_id, opts = {})
|
|
776
|
+
if @api_client.config.debugging
|
|
777
|
+
@api_client.config.logger.debug 'Calling API: GoalApi.update_goal_using_put ...'
|
|
778
|
+
end
|
|
779
|
+
# verify the required parameter 'goal' is set
|
|
780
|
+
if @api_client.config.client_side_validation && goal.nil?
|
|
781
|
+
fail ArgumentError, "Missing the required parameter 'goal' when calling GoalApi.update_goal_using_put"
|
|
782
|
+
end
|
|
783
|
+
# verify the required parameter 'goal_id' is set
|
|
784
|
+
if @api_client.config.client_side_validation && goal_id.nil?
|
|
785
|
+
fail ArgumentError, "Missing the required parameter 'goal_id' when calling GoalApi.update_goal_using_put"
|
|
786
|
+
end
|
|
787
|
+
# resource path
|
|
788
|
+
local_var_path = '/goal/{goal_id}'.sub('{' + 'goal_id' + '}', goal_id.to_s)
|
|
789
|
+
|
|
790
|
+
# query parameters
|
|
791
|
+
query_params = {}
|
|
792
|
+
|
|
793
|
+
# header parameters
|
|
794
|
+
header_params = {}
|
|
795
|
+
# HTTP header 'Accept' (if needed)
|
|
796
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
797
|
+
# HTTP header 'Content-Type'
|
|
798
|
+
header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
|
|
799
|
+
|
|
800
|
+
# form parameters
|
|
801
|
+
form_params = {}
|
|
802
|
+
|
|
803
|
+
# http body (model)
|
|
804
|
+
post_body = @api_client.object_to_http_body(goal)
|
|
805
|
+
auth_names = ['oauth2']
|
|
806
|
+
data, status_code, headers = @api_client.call_api(:PUT, local_var_path,
|
|
807
|
+
:header_params => header_params,
|
|
808
|
+
:query_params => query_params,
|
|
809
|
+
:form_params => form_params,
|
|
810
|
+
:body => post_body,
|
|
811
|
+
:auth_names => auth_names,
|
|
812
|
+
:return_type => 'Goal')
|
|
813
|
+
if @api_client.config.debugging
|
|
814
|
+
@api_client.config.logger.debug "API called: GoalApi#update_goal_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
815
|
+
end
|
|
816
|
+
return data, status_code, headers
|
|
817
|
+
end
|
|
818
|
+
end
|
|
819
|
+
end
|