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
  397. data/lib/nucleus_api/models/merchants_map.rb +202 -0
  398. data/lib/nucleus_api/models/model.rb +396 -0
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  729. data/spec/models/page_model_asset_size_spec.rb +89 -0
  730. data/spec/models/page_model_comment_spec.rb +89 -0
  731. data/spec/models/page_model_holding_spec.rb +89 -0
  732. data/spec/models/page_model_spec.rb +89 -0
  733. data/spec/models/page_model_transaction_spec.rb +89 -0
  734. data/spec/models/page_mx_merchant_res_spec.rb +89 -0
  735. data/spec/models/page_node_relationship_spec.rb +89 -0
  736. data/spec/models/page_node_spec.rb +89 -0
  737. data/spec/models/page_notification_client_spec.rb +89 -0
  738. data/spec/models/page_notification_setting_spec.rb +89 -0
  739. data/spec/models/page_notification_spec.rb +89 -0
  740. data/spec/models/page_order_bulk_spec.rb +89 -0
  741. data/spec/models/page_order_spec.rb +89 -0
  742. data/spec/models/page_order_status_spec.rb +89 -0
  743. data/spec/models/page_order_track_spec.rb +89 -0
  744. data/spec/models/page_overflow_settings_spec.rb +89 -0
  745. data/spec/models/page_overflow_spec.rb +89 -0
  746. data/spec/models/page_portfolio_asset_size_log_spec.rb +89 -0
  747. data/spec/models/page_portfolio_comment_spec.rb +89 -0
  748. data/spec/models/page_portfolio_goal_spec.rb +89 -0
  749. data/spec/models/page_portfolio_holding_log_spec.rb +89 -0
  750. data/spec/models/page_portfolio_spec.rb +89 -0
  751. data/spec/models/page_portfolio_transaction_spec.rb +89 -0
  752. data/spec/models/page_question_spec.rb +89 -0
  753. data/spec/models/page_questionnaire_spec.rb +89 -0
  754. data/spec/models/page_reason_code_spec.rb +89 -0
  755. data/spec/models/page_risk_profile_spec.rb +89 -0
  756. data/spec/models/page_roundup_settings_spec.rb +89 -0
  757. data/spec/models/page_roundup_spec.rb +89 -0
  758. data/spec/models/page_score_spec.rb +89 -0
  759. data/spec/models/page_security_exclusion_spec.rb +89 -0
  760. data/spec/models/page_security_price_spec.rb +89 -0
  761. data/spec/models/page_security_spec.rb +89 -0
  762. data/spec/models/page_spending_control_spec.rb +89 -0
  763. data/spec/models/page_stage_spec.rb +89 -0
  764. data/spec/models/page_transaction_code_spec.rb +89 -0
  765. data/spec/models/page_v_account_asset_size_spec.rb +89 -0
  766. data/spec/models/page_webhook_spec.rb +89 -0
  767. data/spec/models/permission_vo_spec.rb +51 -0
  768. data/spec/models/portfolio_asset_size_log_spec.rb +113 -0
  769. data/spec/models/portfolio_comment_spec.rb +89 -0
  770. data/spec/models/portfolio_goal_map_spec.rb +47 -0
  771. data/spec/models/portfolio_goal_spec.rb +77 -0
  772. data/spec/models/portfolio_holding_agg_spec.rb +77 -0
  773. data/spec/models/portfolio_holding_log_spec.rb +119 -0
  774. data/spec/models/portfolio_spec.rb +125 -0
  775. data/spec/models/portfolio_transaction_spec.rb +215 -0
  776. data/spec/models/question_spec.rb +131 -0
  777. data/spec/models/questionnaire_spec.rb +95 -0
  778. data/spec/models/reason_code_spec.rb +95 -0
  779. data/spec/models/risk_profile_spec.rb +101 -0
  780. data/spec/models/roundup_co_spec.rb +65 -0
  781. data/spec/models/roundup_settings_spec.rb +119 -0
  782. data/spec/models/roundup_spec.rb +83 -0
  783. data/spec/models/score_spec.rb +135 -0
  784. data/spec/models/securities_composition_spec.rb +59 -0
  785. data/spec/models/securities_country_spec.rb +47 -0
  786. data/spec/models/security_composition_vo_spec.rb +119 -0
  787. data/spec/models/security_country_vo_spec.rb +47 -0
  788. data/spec/models/security_exclusion_spec.rb +101 -0
  789. data/spec/models/security_price_spec.rb +113 -0
  790. data/spec/models/security_spec.rb +185 -0
  791. data/spec/models/sort_spec.rb +71 -0
  792. data/spec/models/spending_control_spec.rb +119 -0
  793. data/spec/models/stage_spec.rb +125 -0
  794. data/spec/models/stat_spec.rb +47 -0
  795. data/spec/models/state_spec.rb +53 -0
  796. data/spec/models/statistic_resource_vo_spec.rb +59 -0
  797. data/spec/models/token_date_request_spec.rb +71 -0
  798. data/spec/models/transaction_code_spec.rb +125 -0
  799. data/spec/models/v_account_asset_size_spec.rb +59 -0
  800. data/spec/models/v_account_vo_spec.rb +71 -0
  801. data/spec/models/v_client_goal_view_data_spec.rb +71 -0
  802. data/spec/models/v_portfolio_vo_spec.rb +59 -0
  803. data/spec/models/webhook_spec.rb +87 -0
  804. data/spec/spec_helper.rb +111 -0
  805. metadata +1312 -0
@@ -0,0 +1,18 @@
1
+ # NucleusApi::AggregationAccountBalance
2
+
3
+ ## Properties
4
+ Name | Type | Description | Notes
5
+ ------------ | ------------- | ------------- | -------------
6
+ **aggregation_account_id** | **String** | aggregationAccountId | [optional]
7
+ **available_balance** | **Float** | availableBalance | [optional]
8
+ **available_credit** | **Float** | availableCredit | [optional]
9
+ **balance** | **Float** | balance | [optional]
10
+ **balance_time_stamp** | **DateTime** | balanceTimeStamp | [optional]
11
+ **create_date** | **DateTime** | | [optional]
12
+ **currency_code** | **String** | currencyCode |
13
+ **id** | **String** | | [optional]
14
+ **is_active** | **BOOLEAN** | isActive | [optional]
15
+ **secondary_id** | **String** | | [optional]
16
+ **update_date** | **DateTime** | | [optional]
17
+
18
+
@@ -0,0 +1,26 @@
1
+ # NucleusApi::AggregationAccountHolding
2
+
3
+ ## Properties
4
+ Name | Type | Description | Notes
5
+ ------------ | ------------- | ------------- | -------------
6
+ **aggregation_account_id** | **String** | aggregationAccountId | [optional]
7
+ **amount** | **Float** | | [optional]
8
+ **asset_class** | **String** | | [optional]
9
+ **cost_basis** | **Float** | | [optional]
10
+ **create_date** | **DateTime** | | [optional]
11
+ **currency_code** | **String** | | [optional]
12
+ **cusip** | **String** | | [optional]
13
+ **exchange** | **String** | | [optional]
14
+ **holding_date** | **DateTime** | holdingDate | [optional]
15
+ **holding_type** | **String** | | [optional]
16
+ **id** | **String** | | [optional]
17
+ **isin** | **String** | isin | [optional]
18
+ **metadata** | **Hash<String, String>** | | [optional]
19
+ **price** | **Float** | | [optional]
20
+ **secondary_id** | **String** | | [optional]
21
+ **shares** | **Float** | |
22
+ **ticker** | **String** | |
23
+ **ticker_name** | **String** | |
24
+ **update_date** | **DateTime** | | [optional]
25
+
26
+
@@ -0,0 +1,23 @@
1
+ # NucleusApi::AggregationAccountTransaction
2
+
3
+ ## Properties
4
+ Name | Type | Description | Notes
5
+ ------------ | ------------- | ------------- | -------------
6
+ **aggregation_account_id** | **String** | aggregationAccountId | [optional]
7
+ **bank_credit** | [**BankCredit**](BankCredit.md) | | [optional]
8
+ **cash** | [**Cash**](Cash.md) | | [optional]
9
+ **create_date** | **DateTime** | | [optional]
10
+ **currency_code** | **String** | currencyCode |
11
+ **id** | **String** | | [optional]
12
+ **investment** | [**Investment**](Investment.md) | | [optional]
13
+ **is_excluded_analysis** | **BOOLEAN** | | [optional]
14
+ **is_fee** | **String** | | [optional]
15
+ **is_recurring** | **BOOLEAN** | | [optional]
16
+ **is_transfer** | **String** | | [optional]
17
+ **metadata** | **Hash<String, String>** | | [optional]
18
+ **secondary_id** | **String** | | [optional]
19
+ **status** | **String** | status | [optional]
20
+ **transaction_date** | **DateTime** | transactionDate |
21
+ **update_date** | **DateTime** | | [optional]
22
+
23
+
@@ -0,0 +1,9 @@
1
+ # NucleusApi::AggregationAccountsMap
2
+
3
+ ## Properties
4
+ Name | Type | Description | Notes
5
+ ------------ | ------------- | ------------- | -------------
6
+ **aggregation_account_id** | **String** | aggregationAccountId |
7
+ **amount** | **Integer** | amount |
8
+
9
+
@@ -0,0 +1,22 @@
1
+ # NucleusApi::Allocation
2
+
3
+ ## Properties
4
+ Name | Type | Description | Notes
5
+ ------------ | ------------- | ------------- | -------------
6
+ **benchmark_id** | **String** | benchmarkId | [optional]
7
+ **category** | **String** | | [optional]
8
+ **client_id** | **String** | clientId | [optional]
9
+ **create_date** | **DateTime** | | [optional]
10
+ **description** | **String** | description | [optional]
11
+ **id** | **String** | | [optional]
12
+ **inception_date** | **Date** | inceptionDate | [optional]
13
+ **is_active** | **BOOLEAN** | isActive | [optional]
14
+ **metadata** | **Hash<String, String>** | | [optional]
15
+ **name** | **String** | name |
16
+ **node_map** | [**Array<AllocationNodeMap>**](AllocationNodeMap.md) | | [optional]
17
+ **performance** | **Float** | performance | [optional]
18
+ **secondary_id** | **String** | | [optional]
19
+ **update_date** | **DateTime** | | [optional]
20
+ **volatility** | **Float** | volatility | [optional]
21
+
22
+
@@ -0,0 +1,13 @@
1
+ # NucleusApi::AllocationAggregatedVO
2
+
3
+ ## Properties
4
+ Name | Type | Description | Notes
5
+ ------------ | ------------- | ------------- | -------------
6
+ **allocation_category** | **String** | | [optional]
7
+ **allocation_compositions** | [**Array<AllocationCompositionAggregatedVO>**](AllocationCompositionAggregatedVO.md) | | [optional]
8
+ **allocation_description** | **String** | | [optional]
9
+ **allocation_id** | **String** | | [optional]
10
+ **allocation_name** | **String** | | [optional]
11
+ **allocation_secondary_id** | **String** | | [optional]
12
+
13
+
@@ -0,0 +1,872 @@
1
+ # NucleusApi::AllocationApi
2
+
3
+ All URIs are relative to *https://sandbox.hydrogenplatform.com/nucleus/v1*
4
+
5
+ Method | HTTP request | Description
6
+ ------------- | ------------- | -------------
7
+ [**create_allocation_composition_using_post**](AllocationApi.md#create_allocation_composition_using_post) | **POST** /allocation_composition | Create an allocation composition
8
+ [**create_allocation_using_post**](AllocationApi.md#create_allocation_using_post) | **POST** /allocation | Create an allocation
9
+ [**delete_allocation_composition_using_delete**](AllocationApi.md#delete_allocation_composition_using_delete) | **DELETE** /allocation_composition/{allocation_composition_id} | Delete an allocation composition
10
+ [**delete_allocation_using_delete**](AllocationApi.md#delete_allocation_using_delete) | **DELETE** /allocation/{allocation_id} | Delete an allocation
11
+ [**get_allocation_all_aggregate_data_using_get**](AllocationApi.md#get_allocation_all_aggregate_data_using_get) | **GET** /allocation/{allocation_id}/aggregate_data | List all Allocation aggregated data overview
12
+ [**get_allocation_all_asset_size_all_using_get**](AllocationApi.md#get_allocation_all_asset_size_all_using_get) | **GET** /allocation/{allocation_id}/asset_size | List all allocation asset sizes
13
+ [**get_allocation_all_holding_all_using_get**](AllocationApi.md#get_allocation_all_holding_all_using_get) | **GET** /allocation/{allocation_id}/holding | List all allocation holdings
14
+ [**get_allocation_all_transaction_all_using_get**](AllocationApi.md#get_allocation_all_transaction_all_using_get) | **GET** /allocation/{allocation_id}/transaction | List all allocation transactions
15
+ [**get_allocation_all_using_get**](AllocationApi.md#get_allocation_all_using_get) | **GET** /allocation | List all allocations
16
+ [**get_allocation_composition_all_using_get**](AllocationApi.md#get_allocation_composition_all_using_get) | **GET** /allocation_composition | List all allocations compositions
17
+ [**get_allocation_composition_using_get**](AllocationApi.md#get_allocation_composition_using_get) | **GET** /allocation_composition/{allocation_composition_id} | Retrieve an allocation composition
18
+ [**get_allocation_using_get**](AllocationApi.md#get_allocation_using_get) | **GET** /allocation/{allocation_id} | Retrieve an allocation
19
+ [**update_allocation_composition_using_put**](AllocationApi.md#update_allocation_composition_using_put) | **PUT** /allocation_composition/{allocation_composition_id} | Update an allocation composition
20
+ [**update_allocation_using_put**](AllocationApi.md#update_allocation_using_put) | **PUT** /allocation/{allocation_id} | Update an allocation
21
+
22
+
23
+ # **create_allocation_composition_using_post**
24
+ > AllocationComposition create_allocation_composition_using_post(alloc_request)
25
+
26
+ Create an allocation composition
27
+
28
+ Create a new allocation composition record for an allocation.
29
+
30
+ ### Example
31
+ ```ruby
32
+ # load the gem
33
+ require 'nucleus_api'
34
+ # Setup authorization
35
+ NucleusApi.configure do |config|
36
+ # Use one of the below method to generate oauth token
37
+ # Creating a token for grant_type=client_credentials
38
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
39
+ # Creating a token for grant_type=password
40
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
41
+ # Creating a token using client token
42
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
43
+ end
44
+
45
+ api_instance = NucleusApi::AllocationApi.new
46
+
47
+ alloc_request = NucleusApi::AllocationComposition.new # AllocationComposition | allocRequest
48
+
49
+
50
+ begin
51
+ #Create an allocation composition
52
+ result = api_instance.create_allocation_composition_using_post(alloc_request)
53
+ p result
54
+ rescue NucleusApi::ApiError => e
55
+ puts "Exception when calling AllocationApi->create_allocation_composition_using_post: #{e}"
56
+ end
57
+ ```
58
+
59
+ ### Parameters
60
+
61
+ Name | Type | Description | Notes
62
+ ------------- | ------------- | ------------- | -------------
63
+ **alloc_request** | [**AllocationComposition**](AllocationComposition.md)| allocRequest |
64
+
65
+ ### Return type
66
+
67
+ [**AllocationComposition**](AllocationComposition.md)
68
+
69
+ ### Authorization
70
+
71
+ [oauth2](../README.md#oauth2)
72
+
73
+ ### HTTP request headers
74
+
75
+ - **Content-Type**: application/json
76
+ - **Accept**: */*
77
+
78
+
79
+
80
+ # **create_allocation_using_post**
81
+ > Allocation create_allocation_using_post(allocation_request)
82
+
83
+ Create an allocation
84
+
85
+ Create a new allocation for your firm.
86
+
87
+ ### Example
88
+ ```ruby
89
+ # load the gem
90
+ require 'nucleus_api'
91
+ # Setup authorization
92
+ NucleusApi.configure do |config|
93
+ # Use one of the below method to generate oauth token
94
+ # Creating a token for grant_type=client_credentials
95
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
96
+ # Creating a token for grant_type=password
97
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
98
+ # Creating a token using client token
99
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
100
+ end
101
+
102
+ api_instance = NucleusApi::AllocationApi.new
103
+
104
+ allocation_request = NucleusApi::Allocation.new # Allocation | allocationRequest
105
+
106
+
107
+ begin
108
+ #Create an allocation
109
+ result = api_instance.create_allocation_using_post(allocation_request)
110
+ p result
111
+ rescue NucleusApi::ApiError => e
112
+ puts "Exception when calling AllocationApi->create_allocation_using_post: #{e}"
113
+ end
114
+ ```
115
+
116
+ ### Parameters
117
+
118
+ Name | Type | Description | Notes
119
+ ------------- | ------------- | ------------- | -------------
120
+ **allocation_request** | [**Allocation**](Allocation.md)| allocationRequest |
121
+
122
+ ### Return type
123
+
124
+ [**Allocation**](Allocation.md)
125
+
126
+ ### Authorization
127
+
128
+ [oauth2](../README.md#oauth2)
129
+
130
+ ### HTTP request headers
131
+
132
+ - **Content-Type**: application/json
133
+ - **Accept**: */*
134
+
135
+
136
+
137
+ # **delete_allocation_composition_using_delete**
138
+ > delete_allocation_composition_using_delete(allocation_composition_id)
139
+
140
+ Delete an allocation composition
141
+
142
+ Permanently delete an allocation composition record for an allocation.
143
+
144
+ ### Example
145
+ ```ruby
146
+ # load the gem
147
+ require 'nucleus_api'
148
+ # Setup authorization
149
+ NucleusApi.configure do |config|
150
+ # Use one of the below method to generate oauth token
151
+ # Creating a token for grant_type=client_credentials
152
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
153
+ # Creating a token for grant_type=password
154
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
155
+ # Creating a token using client token
156
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
157
+ end
158
+
159
+ api_instance = NucleusApi::AllocationApi.new
160
+
161
+ allocation_composition_id = 'allocation_composition_id_example' # String | UUID allocation_composition_id
162
+
163
+
164
+ begin
165
+ #Delete an allocation composition
166
+ api_instance.delete_allocation_composition_using_delete(allocation_composition_id)
167
+ rescue NucleusApi::ApiError => e
168
+ puts "Exception when calling AllocationApi->delete_allocation_composition_using_delete: #{e}"
169
+ end
170
+ ```
171
+
172
+ ### Parameters
173
+
174
+ Name | Type | Description | Notes
175
+ ------------- | ------------- | ------------- | -------------
176
+ **allocation_composition_id** | [**String**](.md)| UUID allocation_composition_id |
177
+
178
+ ### Return type
179
+
180
+ nil (empty response body)
181
+
182
+ ### Authorization
183
+
184
+ [oauth2](../README.md#oauth2)
185
+
186
+ ### HTTP request headers
187
+
188
+ - **Content-Type**: Not defined
189
+ - **Accept**: */*
190
+
191
+
192
+
193
+ # **delete_allocation_using_delete**
194
+ > delete_allocation_using_delete(allocation_id)
195
+
196
+ Delete an allocation
197
+
198
+ Permanently delete an allocation defined by your firm.
199
+
200
+ ### Example
201
+ ```ruby
202
+ # load the gem
203
+ require 'nucleus_api'
204
+ # Setup authorization
205
+ NucleusApi.configure do |config|
206
+ # Use one of the below method to generate oauth token
207
+ # Creating a token for grant_type=client_credentials
208
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
209
+ # Creating a token for grant_type=password
210
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
211
+ # Creating a token using client token
212
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
213
+ end
214
+
215
+ api_instance = NucleusApi::AllocationApi.new
216
+
217
+ allocation_id = 'allocation_id_example' # String | UUID allocation_id
218
+
219
+
220
+ begin
221
+ #Delete an allocation
222
+ api_instance.delete_allocation_using_delete(allocation_id)
223
+ rescue NucleusApi::ApiError => e
224
+ puts "Exception when calling AllocationApi->delete_allocation_using_delete: #{e}"
225
+ end
226
+ ```
227
+
228
+ ### Parameters
229
+
230
+ Name | Type | Description | Notes
231
+ ------------- | ------------- | ------------- | -------------
232
+ **allocation_id** | [**String**](.md)| UUID allocation_id |
233
+
234
+ ### Return type
235
+
236
+ nil (empty response body)
237
+
238
+ ### Authorization
239
+
240
+ [oauth2](../README.md#oauth2)
241
+
242
+ ### HTTP request headers
243
+
244
+ - **Content-Type**: Not defined
245
+ - **Accept**: */*
246
+
247
+
248
+
249
+ # **get_allocation_all_aggregate_data_using_get**
250
+ > AllocationAggregatedVO get_allocation_all_aggregate_data_using_get(allocation_id)
251
+
252
+ List all Allocation aggregated data overview
253
+
254
+ ### Example
255
+ ```ruby
256
+ # load the gem
257
+ require 'nucleus_api'
258
+ # Setup authorization
259
+ NucleusApi.configure do |config|
260
+ # Use one of the below method to generate oauth token
261
+ # Creating a token for grant_type=client_credentials
262
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
263
+ # Creating a token for grant_type=password
264
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
265
+ # Creating a token using client token
266
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
267
+ end
268
+
269
+ api_instance = NucleusApi::AllocationApi.new
270
+
271
+ allocation_id = 'allocation_id_example' # String | Allocation Id
272
+
273
+
274
+ begin
275
+ #List all Allocation aggregated data overview
276
+ result = api_instance.get_allocation_all_aggregate_data_using_get(allocation_id)
277
+ p result
278
+ rescue NucleusApi::ApiError => e
279
+ puts "Exception when calling AllocationApi->get_allocation_all_aggregate_data_using_get: #{e}"
280
+ end
281
+ ```
282
+
283
+ ### Parameters
284
+
285
+ Name | Type | Description | Notes
286
+ ------------- | ------------- | ------------- | -------------
287
+ **allocation_id** | [**String**](.md)| Allocation Id |
288
+
289
+ ### Return type
290
+
291
+ [**AllocationAggregatedVO**](AllocationAggregatedVO.md)
292
+
293
+ ### Authorization
294
+
295
+ [oauth2](../README.md#oauth2)
296
+
297
+ ### HTTP request headers
298
+
299
+ - **Content-Type**: Not defined
300
+ - **Accept**: */*
301
+
302
+
303
+
304
+ # **get_allocation_all_asset_size_all_using_get**
305
+ > Array<DateDoubleVO> get_allocation_all_asset_size_all_using_get(allocation_id, opts)
306
+
307
+ List all allocation asset sizes
308
+
309
+ Get a list of asset sizes by date for a specific allocation.
310
+
311
+ ### Example
312
+ ```ruby
313
+ # load the gem
314
+ require 'nucleus_api'
315
+ # Setup authorization
316
+ NucleusApi.configure do |config|
317
+ # Use one of the below method to generate oauth token
318
+ # Creating a token for grant_type=client_credentials
319
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
320
+ # Creating a token for grant_type=password
321
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
322
+ # Creating a token using client token
323
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
324
+ end
325
+
326
+ api_instance = NucleusApi::AllocationApi.new
327
+
328
+ allocation_id = 'allocation_id_example' # String | UUID allocation_id
329
+
330
+ opts = {
331
+ end_date: Date.parse('2013-10-20'), # Date | end date
332
+ get_latest: true, # BOOLEAN | get_latest
333
+ is_current_weight: true, # BOOLEAN | is_current_weight
334
+ sort_type: 'sort_type_example', # String | D (Daily), Q (quarterly), M (Monthly), Y (Annually)
335
+ start_date: Date.parse('2013-10-20') # Date | start date
336
+ }
337
+
338
+ begin
339
+ #List all allocation asset sizes
340
+ result = api_instance.get_allocation_all_asset_size_all_using_get(allocation_id, opts)
341
+ p result
342
+ rescue NucleusApi::ApiError => e
343
+ puts "Exception when calling AllocationApi->get_allocation_all_asset_size_all_using_get: #{e}"
344
+ end
345
+ ```
346
+
347
+ ### Parameters
348
+
349
+ Name | Type | Description | Notes
350
+ ------------- | ------------- | ------------- | -------------
351
+ **allocation_id** | [**String**](.md)| UUID allocation_id |
352
+ **end_date** | **Date**| end date | [optional]
353
+ **get_latest** | **BOOLEAN**| get_latest | [optional]
354
+ **is_current_weight** | **BOOLEAN**| is_current_weight | [optional] [default to true]
355
+ **sort_type** | **String**| D (Daily), Q (quarterly), M (Monthly), Y (Annually) | [optional]
356
+ **start_date** | **Date**| start date | [optional]
357
+
358
+ ### Return type
359
+
360
+ [**Array<DateDoubleVO>**](DateDoubleVO.md)
361
+
362
+ ### Authorization
363
+
364
+ [oauth2](../README.md#oauth2)
365
+
366
+ ### HTTP request headers
367
+
368
+ - **Content-Type**: Not defined
369
+ - **Accept**: */*
370
+
371
+
372
+
373
+ # **get_allocation_all_holding_all_using_get**
374
+ > Array<ModelHoldingVO> get_allocation_all_holding_all_using_get(allocation_id, opts)
375
+
376
+ List all allocation holdings
377
+
378
+ Get the information for all securities assigned to a specific allocation.
379
+
380
+ ### Example
381
+ ```ruby
382
+ # load the gem
383
+ require 'nucleus_api'
384
+ # Setup authorization
385
+ NucleusApi.configure do |config|
386
+ # Use one of the below method to generate oauth token
387
+ # Creating a token for grant_type=client_credentials
388
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
389
+ # Creating a token for grant_type=password
390
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
391
+ # Creating a token using client token
392
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
393
+ end
394
+
395
+ api_instance = NucleusApi::AllocationApi.new
396
+
397
+ allocation_id = 'allocation_id_example' # String | UUID allocation_id
398
+
399
+ opts = {
400
+ end_date: Date.parse('2013-10-20'), # Date | end date
401
+ start_date: Date.parse('2013-10-20') # Date | start date
402
+ }
403
+
404
+ begin
405
+ #List all allocation holdings
406
+ result = api_instance.get_allocation_all_holding_all_using_get(allocation_id, opts)
407
+ p result
408
+ rescue NucleusApi::ApiError => e
409
+ puts "Exception when calling AllocationApi->get_allocation_all_holding_all_using_get: #{e}"
410
+ end
411
+ ```
412
+
413
+ ### Parameters
414
+
415
+ Name | Type | Description | Notes
416
+ ------------- | ------------- | ------------- | -------------
417
+ **allocation_id** | [**String**](.md)| UUID allocation_id |
418
+ **end_date** | **Date**| end date | [optional]
419
+ **start_date** | **Date**| start date | [optional]
420
+
421
+ ### Return type
422
+
423
+ [**Array<ModelHoldingVO>**](ModelHoldingVO.md)
424
+
425
+ ### Authorization
426
+
427
+ [oauth2](../README.md#oauth2)
428
+
429
+ ### HTTP request headers
430
+
431
+ - **Content-Type**: Not defined
432
+ - **Accept**: */*
433
+
434
+
435
+
436
+ # **get_allocation_all_transaction_all_using_get**
437
+ > PageModelTransaction get_allocation_all_transaction_all_using_get(allocation_id, opts)
438
+
439
+ List all allocation transactions
440
+
441
+ Get the information for all transactions made under an allocation to achieve the composition of the allocation.
442
+
443
+ ### Example
444
+ ```ruby
445
+ # load the gem
446
+ require 'nucleus_api'
447
+ # Setup authorization
448
+ NucleusApi.configure do |config|
449
+ # Use one of the below method to generate oauth token
450
+ # Creating a token for grant_type=client_credentials
451
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
452
+ # Creating a token for grant_type=password
453
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
454
+ # Creating a token using client token
455
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
456
+ end
457
+
458
+ api_instance = NucleusApi::AllocationApi.new
459
+
460
+ allocation_id = 'allocation_id_example' # String | UUID allocation_id
461
+
462
+ opts = {
463
+ ascending: false, # BOOLEAN | ascending
464
+ end_date: Date.parse('2013-10-20'), # Date | end date
465
+ order_by: 'update_date', # String | order_by
466
+ page: 0, # Integer | page
467
+ size: 25, # Integer | size
468
+ start_date: Date.parse('2013-10-20') # Date | start date
469
+ }
470
+
471
+ begin
472
+ #List all allocation transactions
473
+ result = api_instance.get_allocation_all_transaction_all_using_get(allocation_id, opts)
474
+ p result
475
+ rescue NucleusApi::ApiError => e
476
+ puts "Exception when calling AllocationApi->get_allocation_all_transaction_all_using_get: #{e}"
477
+ end
478
+ ```
479
+
480
+ ### Parameters
481
+
482
+ Name | Type | Description | Notes
483
+ ------------- | ------------- | ------------- | -------------
484
+ **allocation_id** | [**String**](.md)| UUID allocation_id |
485
+ **ascending** | **BOOLEAN**| ascending | [optional] [default to false]
486
+ **end_date** | **Date**| end date | [optional]
487
+ **order_by** | **String**| order_by | [optional] [default to update_date]
488
+ **page** | **Integer**| page | [optional] [default to 0]
489
+ **size** | **Integer**| size | [optional] [default to 25]
490
+ **start_date** | **Date**| start date | [optional]
491
+
492
+ ### Return type
493
+
494
+ [**PageModelTransaction**](PageModelTransaction.md)
495
+
496
+ ### Authorization
497
+
498
+ [oauth2](../README.md#oauth2)
499
+
500
+ ### HTTP request headers
501
+
502
+ - **Content-Type**: Not defined
503
+ - **Accept**: */*
504
+
505
+
506
+
507
+ # **get_allocation_all_using_get**
508
+ > PageAllocation get_allocation_all_using_get(opts)
509
+
510
+ List all allocations
511
+
512
+ Get details for all allocations defined for your firm.
513
+
514
+ ### Example
515
+ ```ruby
516
+ # load the gem
517
+ require 'nucleus_api'
518
+ # Setup authorization
519
+ NucleusApi.configure do |config|
520
+ # Use one of the below method to generate oauth token
521
+ # Creating a token for grant_type=client_credentials
522
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
523
+ # Creating a token for grant_type=password
524
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
525
+ # Creating a token using client token
526
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
527
+ end
528
+
529
+ api_instance = NucleusApi::AllocationApi.new
530
+
531
+ opts = {
532
+ ascending: false, # BOOLEAN | ascending
533
+ filter: 'filter_example', # String | filter
534
+ order_by: 'update_date', # String | order_by
535
+ page: 0, # Integer | page
536
+ size: 25 # Integer | size
537
+ }
538
+
539
+ begin
540
+ #List all allocations
541
+ result = api_instance.get_allocation_all_using_get(opts)
542
+ p result
543
+ rescue NucleusApi::ApiError => e
544
+ puts "Exception when calling AllocationApi->get_allocation_all_using_get: #{e}"
545
+ end
546
+ ```
547
+
548
+ ### Parameters
549
+
550
+ Name | Type | Description | Notes
551
+ ------------- | ------------- | ------------- | -------------
552
+ **ascending** | **BOOLEAN**| ascending | [optional] [default to false]
553
+ **filter** | **String**| filter | [optional]
554
+ **order_by** | **String**| order_by | [optional] [default to update_date]
555
+ **page** | **Integer**| page | [optional] [default to 0]
556
+ **size** | **Integer**| size | [optional] [default to 25]
557
+
558
+ ### Return type
559
+
560
+ [**PageAllocation**](PageAllocation.md)
561
+
562
+ ### Authorization
563
+
564
+ [oauth2](../README.md#oauth2)
565
+
566
+ ### HTTP request headers
567
+
568
+ - **Content-Type**: Not defined
569
+ - **Accept**: */*
570
+
571
+
572
+
573
+ # **get_allocation_composition_all_using_get**
574
+ > PageAllocationComposition get_allocation_composition_all_using_get(opts)
575
+
576
+ List all allocations compositions
577
+
578
+ Get the allocation composition for all allocations.
579
+
580
+ ### Example
581
+ ```ruby
582
+ # load the gem
583
+ require 'nucleus_api'
584
+ # Setup authorization
585
+ NucleusApi.configure do |config|
586
+ # Use one of the below method to generate oauth token
587
+ # Creating a token for grant_type=client_credentials
588
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
589
+ # Creating a token for grant_type=password
590
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
591
+ # Creating a token using client token
592
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
593
+ end
594
+
595
+ api_instance = NucleusApi::AllocationApi.new
596
+
597
+ opts = {
598
+ ascending: false, # BOOLEAN | ascending
599
+ filter: 'filter_example', # String | filter
600
+ order_by: 'update_date', # String | order_by
601
+ page: 0, # Integer | page
602
+ size: 25 # Integer | size
603
+ }
604
+
605
+ begin
606
+ #List all allocations compositions
607
+ result = api_instance.get_allocation_composition_all_using_get(opts)
608
+ p result
609
+ rescue NucleusApi::ApiError => e
610
+ puts "Exception when calling AllocationApi->get_allocation_composition_all_using_get: #{e}"
611
+ end
612
+ ```
613
+
614
+ ### Parameters
615
+
616
+ Name | Type | Description | Notes
617
+ ------------- | ------------- | ------------- | -------------
618
+ **ascending** | **BOOLEAN**| ascending | [optional] [default to false]
619
+ **filter** | **String**| filter | [optional]
620
+ **order_by** | **String**| order_by | [optional] [default to update_date]
621
+ **page** | **Integer**| page | [optional] [default to 0]
622
+ **size** | **Integer**| size | [optional] [default to 25]
623
+
624
+ ### Return type
625
+
626
+ [**PageAllocationComposition**](PageAllocationComposition.md)
627
+
628
+ ### Authorization
629
+
630
+ [oauth2](../README.md#oauth2)
631
+
632
+ ### HTTP request headers
633
+
634
+ - **Content-Type**: Not defined
635
+ - **Accept**: */*
636
+
637
+
638
+
639
+ # **get_allocation_composition_using_get**
640
+ > AllocationComposition get_allocation_composition_using_get(allocation_composition_id)
641
+
642
+ Retrieve an allocation composition
643
+
644
+ Retrieve the information of an allocation composition record for an allocation.
645
+
646
+ ### Example
647
+ ```ruby
648
+ # load the gem
649
+ require 'nucleus_api'
650
+ # Setup authorization
651
+ NucleusApi.configure do |config|
652
+ # Use one of the below method to generate oauth token
653
+ # Creating a token for grant_type=client_credentials
654
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
655
+ # Creating a token for grant_type=password
656
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
657
+ # Creating a token using client token
658
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
659
+ end
660
+
661
+ api_instance = NucleusApi::AllocationApi.new
662
+
663
+ allocation_composition_id = 'allocation_composition_id_example' # String | UUID allocation_composition_id
664
+
665
+
666
+ begin
667
+ #Retrieve an allocation composition
668
+ result = api_instance.get_allocation_composition_using_get(allocation_composition_id)
669
+ p result
670
+ rescue NucleusApi::ApiError => e
671
+ puts "Exception when calling AllocationApi->get_allocation_composition_using_get: #{e}"
672
+ end
673
+ ```
674
+
675
+ ### Parameters
676
+
677
+ Name | Type | Description | Notes
678
+ ------------- | ------------- | ------------- | -------------
679
+ **allocation_composition_id** | [**String**](.md)| UUID allocation_composition_id |
680
+
681
+ ### Return type
682
+
683
+ [**AllocationComposition**](AllocationComposition.md)
684
+
685
+ ### Authorization
686
+
687
+ [oauth2](../README.md#oauth2)
688
+
689
+ ### HTTP request headers
690
+
691
+ - **Content-Type**: Not defined
692
+ - **Accept**: */*
693
+
694
+
695
+
696
+ # **get_allocation_using_get**
697
+ > Allocation get_allocation_using_get(allocation_id)
698
+
699
+ Retrieve an allocation
700
+
701
+ Retrieve the information for an allocation defined by your firm.
702
+
703
+ ### Example
704
+ ```ruby
705
+ # load the gem
706
+ require 'nucleus_api'
707
+ # Setup authorization
708
+ NucleusApi.configure do |config|
709
+ # Use one of the below method to generate oauth token
710
+ # Creating a token for grant_type=client_credentials
711
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
712
+ # Creating a token for grant_type=password
713
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
714
+ # Creating a token using client token
715
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
716
+ end
717
+
718
+ api_instance = NucleusApi::AllocationApi.new
719
+
720
+ allocation_id = 'allocation_id_example' # String | UUID allocation_id
721
+
722
+
723
+ begin
724
+ #Retrieve an allocation
725
+ result = api_instance.get_allocation_using_get(allocation_id)
726
+ p result
727
+ rescue NucleusApi::ApiError => e
728
+ puts "Exception when calling AllocationApi->get_allocation_using_get: #{e}"
729
+ end
730
+ ```
731
+
732
+ ### Parameters
733
+
734
+ Name | Type | Description | Notes
735
+ ------------- | ------------- | ------------- | -------------
736
+ **allocation_id** | [**String**](.md)| UUID allocation_id |
737
+
738
+ ### Return type
739
+
740
+ [**Allocation**](Allocation.md)
741
+
742
+ ### Authorization
743
+
744
+ [oauth2](../README.md#oauth2)
745
+
746
+ ### HTTP request headers
747
+
748
+ - **Content-Type**: Not defined
749
+ - **Accept**: */*
750
+
751
+
752
+
753
+ # **update_allocation_composition_using_put**
754
+ > AllocationComposition update_allocation_composition_using_put(allocation_composition, allocation_composition_id)
755
+
756
+ Update an allocation composition
757
+
758
+ Update the information of an allocation composition record for an allocation.
759
+
760
+ ### Example
761
+ ```ruby
762
+ # load the gem
763
+ require 'nucleus_api'
764
+ # Setup authorization
765
+ NucleusApi.configure do |config|
766
+ # Use one of the below method to generate oauth token
767
+ # Creating a token for grant_type=client_credentials
768
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
769
+ # Creating a token for grant_type=password
770
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
771
+ # Creating a token using client token
772
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
773
+ end
774
+
775
+ api_instance = NucleusApi::AllocationApi.new
776
+
777
+ allocation_composition = nil # Object | allocation_composition
778
+
779
+ allocation_composition_id = 'allocation_composition_id_example' # String | UUID allocation_composition_id
780
+
781
+
782
+ begin
783
+ #Update an allocation composition
784
+ result = api_instance.update_allocation_composition_using_put(allocation_composition, allocation_composition_id)
785
+ p result
786
+ rescue NucleusApi::ApiError => e
787
+ puts "Exception when calling AllocationApi->update_allocation_composition_using_put: #{e}"
788
+ end
789
+ ```
790
+
791
+ ### Parameters
792
+
793
+ Name | Type | Description | Notes
794
+ ------------- | ------------- | ------------- | -------------
795
+ **allocation_composition** | **Object**| allocation_composition |
796
+ **allocation_composition_id** | [**String**](.md)| UUID allocation_composition_id |
797
+
798
+ ### Return type
799
+
800
+ [**AllocationComposition**](AllocationComposition.md)
801
+
802
+ ### Authorization
803
+
804
+ [oauth2](../README.md#oauth2)
805
+
806
+ ### HTTP request headers
807
+
808
+ - **Content-Type**: application/json
809
+ - **Accept**: */*
810
+
811
+
812
+
813
+ # **update_allocation_using_put**
814
+ > Allocation update_allocation_using_put(allocation, allocation_id)
815
+
816
+ Update an allocation
817
+
818
+ Update an allocation defined by your firm.
819
+
820
+ ### Example
821
+ ```ruby
822
+ # load the gem
823
+ require 'nucleus_api'
824
+ # Setup authorization
825
+ NucleusApi.configure do |config|
826
+ # Use one of the below method to generate oauth token
827
+ # Creating a token for grant_type=client_credentials
828
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
829
+ # Creating a token for grant_type=password
830
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
831
+ # Creating a token using client token
832
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
833
+ end
834
+
835
+ api_instance = NucleusApi::AllocationApi.new
836
+
837
+ allocation = nil # Object | allocation
838
+
839
+ allocation_id = 'allocation_id_example' # String | UUID allocation_id
840
+
841
+
842
+ begin
843
+ #Update an allocation
844
+ result = api_instance.update_allocation_using_put(allocation, allocation_id)
845
+ p result
846
+ rescue NucleusApi::ApiError => e
847
+ puts "Exception when calling AllocationApi->update_allocation_using_put: #{e}"
848
+ end
849
+ ```
850
+
851
+ ### Parameters
852
+
853
+ Name | Type | Description | Notes
854
+ ------------- | ------------- | ------------- | -------------
855
+ **allocation** | **Object**| allocation |
856
+ **allocation_id** | [**String**](.md)| UUID allocation_id |
857
+
858
+ ### Return type
859
+
860
+ [**Allocation**](Allocation.md)
861
+
862
+ ### Authorization
863
+
864
+ [oauth2](../README.md#oauth2)
865
+
866
+ ### HTTP request headers
867
+
868
+ - **Content-Type**: application/json
869
+ - **Accept**: */*
870
+
871
+
872
+