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
@@ -0,0 +1,819 @@
1
+ =begin
2
+ #Hydrogen Nucleus API
3
+
4
+ #The Hydrogen Nucleus API
5
+
6
+ OpenAPI spec version: 1.8.0
7
+ Contact: info@hydrogenplatform.com
8
+ Generated by: https://github.com/swagger-api/swagger-codegen.git
9
+ Swagger Codegen version: 2.4.18
10
+
11
+ =end
12
+
13
+ require 'uri'
14
+
15
+ module NucleusApi
16
+ class GoalApi
17
+ attr_accessor :api_client
18
+
19
+ def initialize(api_client = ApiClient.default)
20
+ @api_client = api_client
21
+ end
22
+ # Create a goal track record
23
+ # Create a goal track record for a goal under a client.
24
+ # @param goal_track goalTrack
25
+ # @param [Hash] opts the optional parameters
26
+ # @return [GoalTrack]
27
+ def create_goal_track_using_post(goal_track, opts = {})
28
+ data, _status_code, _headers = create_goal_track_using_post_with_http_info(goal_track, opts)
29
+ data
30
+ end
31
+
32
+ # Create a goal track record
33
+ # Create a goal track record for a goal under a client.
34
+ # @param goal_track goalTrack
35
+ # @param [Hash] opts the optional parameters
36
+ # @return [Array<(GoalTrack, Fixnum, Hash)>] GoalTrack data, response status code and response headers
37
+ def create_goal_track_using_post_with_http_info(goal_track, opts = {})
38
+ if @api_client.config.debugging
39
+ @api_client.config.logger.debug 'Calling API: GoalApi.create_goal_track_using_post ...'
40
+ end
41
+ # verify the required parameter 'goal_track' is set
42
+ if @api_client.config.client_side_validation && goal_track.nil?
43
+ fail ArgumentError, "Missing the required parameter 'goal_track' when calling GoalApi.create_goal_track_using_post"
44
+ end
45
+ # resource path
46
+ local_var_path = '/goal_track'
47
+
48
+ # query parameters
49
+ query_params = {}
50
+
51
+ # header parameters
52
+ header_params = {}
53
+ # HTTP header 'Accept' (if needed)
54
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
55
+ # HTTP header 'Content-Type'
56
+ header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
57
+
58
+ # form parameters
59
+ form_params = {}
60
+
61
+ # http body (model)
62
+ post_body = @api_client.object_to_http_body(goal_track)
63
+ auth_names = ['oauth2']
64
+ data, status_code, headers = @api_client.call_api(:POST, local_var_path,
65
+ :header_params => header_params,
66
+ :query_params => query_params,
67
+ :form_params => form_params,
68
+ :body => post_body,
69
+ :auth_names => auth_names,
70
+ :return_type => 'GoalTrack')
71
+ if @api_client.config.debugging
72
+ @api_client.config.logger.debug "API called: GoalApi#create_goal_track_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
73
+ end
74
+ return data, status_code, headers
75
+ end
76
+ # Create a goal
77
+ # Create a new goal for your firm that clients can customize for themselves.
78
+ # @param goal_request goalRequest
79
+ # @param [Hash] opts the optional parameters
80
+ # @return [Goal]
81
+ def create_goal_using_post(goal_request, opts = {})
82
+ data, _status_code, _headers = create_goal_using_post_with_http_info(goal_request, opts)
83
+ data
84
+ end
85
+
86
+ # Create a goal
87
+ # Create a new goal for your firm that clients can customize for themselves.
88
+ # @param goal_request goalRequest
89
+ # @param [Hash] opts the optional parameters
90
+ # @return [Array<(Goal, Fixnum, Hash)>] Goal data, response status code and response headers
91
+ def create_goal_using_post_with_http_info(goal_request, opts = {})
92
+ if @api_client.config.debugging
93
+ @api_client.config.logger.debug 'Calling API: GoalApi.create_goal_using_post ...'
94
+ end
95
+ # verify the required parameter 'goal_request' is set
96
+ if @api_client.config.client_side_validation && goal_request.nil?
97
+ fail ArgumentError, "Missing the required parameter 'goal_request' when calling GoalApi.create_goal_using_post"
98
+ end
99
+ # resource path
100
+ local_var_path = '/goal'
101
+
102
+ # query parameters
103
+ query_params = {}
104
+
105
+ # header parameters
106
+ header_params = {}
107
+ # HTTP header 'Accept' (if needed)
108
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
109
+ # HTTP header 'Content-Type'
110
+ header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
111
+
112
+ # form parameters
113
+ form_params = {}
114
+
115
+ # http body (model)
116
+ post_body = @api_client.object_to_http_body(goal_request)
117
+ auth_names = ['oauth2']
118
+ data, status_code, headers = @api_client.call_api(:POST, local_var_path,
119
+ :header_params => header_params,
120
+ :query_params => query_params,
121
+ :form_params => form_params,
122
+ :body => post_body,
123
+ :auth_names => auth_names,
124
+ :return_type => 'Goal')
125
+ if @api_client.config.debugging
126
+ @api_client.config.logger.debug "API called: GoalApi#create_goal_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
127
+ end
128
+ return data, status_code, headers
129
+ end
130
+ # Delete a goal track record
131
+ # Permanently delete an goal track record for a goal under a client.
132
+ # @param goal_track_id UUID goal_track_id
133
+ # @param [Hash] opts the optional parameters
134
+ # @return [nil]
135
+ def delete_goal_track_using_delete(goal_track_id, opts = {})
136
+ delete_goal_track_using_delete_with_http_info(goal_track_id, opts)
137
+ nil
138
+ end
139
+
140
+ # Delete a goal track record
141
+ # Permanently delete an goal track record for a goal under a client.
142
+ # @param goal_track_id UUID goal_track_id
143
+ # @param [Hash] opts the optional parameters
144
+ # @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
145
+ def delete_goal_track_using_delete_with_http_info(goal_track_id, opts = {})
146
+ if @api_client.config.debugging
147
+ @api_client.config.logger.debug 'Calling API: GoalApi.delete_goal_track_using_delete ...'
148
+ end
149
+ # verify the required parameter 'goal_track_id' is set
150
+ if @api_client.config.client_side_validation && goal_track_id.nil?
151
+ fail ArgumentError, "Missing the required parameter 'goal_track_id' when calling GoalApi.delete_goal_track_using_delete"
152
+ end
153
+ # resource path
154
+ local_var_path = '/goal_track/{goal_track_id}'.sub('{' + 'goal_track_id' + '}', goal_track_id.to_s)
155
+
156
+ # query parameters
157
+ query_params = {}
158
+
159
+ # header parameters
160
+ header_params = {}
161
+ # HTTP header 'Accept' (if needed)
162
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
163
+
164
+ # form parameters
165
+ form_params = {}
166
+
167
+ # http body (model)
168
+ post_body = nil
169
+ auth_names = ['oauth2']
170
+ data, status_code, headers = @api_client.call_api(:DELETE, local_var_path,
171
+ :header_params => header_params,
172
+ :query_params => query_params,
173
+ :form_params => form_params,
174
+ :body => post_body,
175
+ :auth_names => auth_names)
176
+ if @api_client.config.debugging
177
+ @api_client.config.logger.debug "API called: GoalApi#delete_goal_track_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
178
+ end
179
+ return data, status_code, headers
180
+ end
181
+ # Delete a goal
182
+ # Permanently delete a goal for your firm.
183
+ # @param goal_id UUID goal_id
184
+ # @param [Hash] opts the optional parameters
185
+ # @return [nil]
186
+ def delete_goal_using_delete(goal_id, opts = {})
187
+ delete_goal_using_delete_with_http_info(goal_id, opts)
188
+ nil
189
+ end
190
+
191
+ # Delete a goal
192
+ # Permanently delete a goal for your firm.
193
+ # @param goal_id UUID goal_id
194
+ # @param [Hash] opts the optional parameters
195
+ # @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
196
+ def delete_goal_using_delete_with_http_info(goal_id, opts = {})
197
+ if @api_client.config.debugging
198
+ @api_client.config.logger.debug 'Calling API: GoalApi.delete_goal_using_delete ...'
199
+ end
200
+ # verify the required parameter 'goal_id' is set
201
+ if @api_client.config.client_side_validation && goal_id.nil?
202
+ fail ArgumentError, "Missing the required parameter 'goal_id' when calling GoalApi.delete_goal_using_delete"
203
+ end
204
+ # resource path
205
+ local_var_path = '/goal/{goal_id}'.sub('{' + 'goal_id' + '}', goal_id.to_s)
206
+
207
+ # query parameters
208
+ query_params = {}
209
+
210
+ # header parameters
211
+ header_params = {}
212
+ # HTTP header 'Accept' (if needed)
213
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
214
+
215
+ # form parameters
216
+ form_params = {}
217
+
218
+ # http body (model)
219
+ post_body = nil
220
+ auth_names = ['oauth2']
221
+ data, status_code, headers = @api_client.call_api(:DELETE, local_var_path,
222
+ :header_params => header_params,
223
+ :query_params => query_params,
224
+ :form_params => form_params,
225
+ :body => post_body,
226
+ :auth_names => auth_names)
227
+ if @api_client.config.debugging
228
+ @api_client.config.logger.debug "API called: GoalApi#delete_goal_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
229
+ end
230
+ return data, status_code, headers
231
+ end
232
+ # List all goals
233
+ # Get the details for all goals defined by your firm.
234
+ # @param [Hash] opts the optional parameters
235
+ # @option opts [BOOLEAN] :ascending ascending (default to false)
236
+ # @option opts [String] :filter filter
237
+ # @option opts [String] :order_by order_by (default to update_date)
238
+ # @option opts [Integer] :page page (default to 0)
239
+ # @option opts [Integer] :size size (default to 25)
240
+ # @return [PageGoal]
241
+ def get_goal_all_using_get(opts = {})
242
+ data, _status_code, _headers = get_goal_all_using_get_with_http_info(opts)
243
+ data
244
+ end
245
+
246
+ # List all goals
247
+ # Get the details for all goals defined by your firm.
248
+ # @param [Hash] opts the optional parameters
249
+ # @option opts [BOOLEAN] :ascending ascending
250
+ # @option opts [String] :filter filter
251
+ # @option opts [String] :order_by order_by
252
+ # @option opts [Integer] :page page
253
+ # @option opts [Integer] :size size
254
+ # @return [Array<(PageGoal, Fixnum, Hash)>] PageGoal data, response status code and response headers
255
+ def get_goal_all_using_get_with_http_info(opts = {})
256
+ if @api_client.config.debugging
257
+ @api_client.config.logger.debug 'Calling API: GoalApi.get_goal_all_using_get ...'
258
+ end
259
+ # resource path
260
+ local_var_path = '/goal'
261
+
262
+ # query parameters
263
+ query_params = {}
264
+ query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil?
265
+ query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil?
266
+ query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil?
267
+ query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
268
+ query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil?
269
+
270
+ # header parameters
271
+ header_params = {}
272
+ # HTTP header 'Accept' (if needed)
273
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
274
+
275
+ # form parameters
276
+ form_params = {}
277
+
278
+ # http body (model)
279
+ post_body = nil
280
+ auth_names = ['oauth2']
281
+ data, status_code, headers = @api_client.call_api(:GET, local_var_path,
282
+ :header_params => header_params,
283
+ :query_params => query_params,
284
+ :form_params => form_params,
285
+ :body => post_body,
286
+ :auth_names => auth_names,
287
+ :return_type => 'PageGoal')
288
+ if @api_client.config.debugging
289
+ @api_client.config.logger.debug "API called: GoalApi#get_goal_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
290
+ end
291
+ return data, status_code, headers
292
+ end
293
+ # List goal asset sizes
294
+ # Get a list of asset sizes per date for a goal for a specified client.
295
+ # @param client_id client_id
296
+ # @param goal_id UUID goal_id
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