nucleus_api 1.8.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- checksums.yaml +7 -0
- data/Gemfile +7 -0
- data/README.md +787 -0
- data/Rakefile +8 -0
- data/docs/Account.md +22 -0
- data/docs/AccountAllocationMapping.md +17 -0
- data/docs/AccountApi.md +1919 -0
- data/docs/AccountMap.md +9 -0
- data/docs/AccountPermissionVO.md +9 -0
- data/docs/AccountPortfolioRebalanceRequest.md +21 -0
- data/docs/AccountStatus.md +16 -0
- data/docs/AccountType.md +23 -0
- data/docs/AclClientPermissionVO.md +10 -0
- data/docs/AdminClient.md +18 -0
- data/docs/AdminClientApi.md +309 -0
- data/docs/AggregationAccount.md +30 -0
- data/docs/AggregationAccountApi.md +1702 -0
- data/docs/AggregationAccountBalance.md +18 -0
- data/docs/AggregationAccountHolding.md +26 -0
- data/docs/AggregationAccountTransaction.md +23 -0
- data/docs/AggregationAccountsMap.md +9 -0
- data/docs/Allocation.md +22 -0
- data/docs/AllocationAggregatedVO.md +13 -0
- data/docs/AllocationApi.md +872 -0
- data/docs/AllocationComposition.md +18 -0
- data/docs/AllocationCompositionAggregatedVO.md +19 -0
- data/docs/AllocationCompositionModelHoldingsVO.md +22 -0
- data/docs/AllocationNodeMap.md +8 -0
- data/docs/Answer.md +18 -0
- data/docs/AnswerMap.md +8 -0
- data/docs/Application.md +15 -0
- data/docs/ApplicationApi.md +309 -0
- data/docs/AuditLog.md +23 -0
- data/docs/AuditLogApi.md +191 -0
- data/docs/AvailableDateDoubleVO.md +14 -0
- data/docs/BankCredit.md +15 -0
- data/docs/BankLink.md +29 -0
- data/docs/BankLinkMap.md +9 -0
- data/docs/Benchmark.md +17 -0
- data/docs/BenchmarkApi.md +375 -0
- data/docs/BenchmarkComposition.md +9 -0
- data/docs/Brokers.md +9 -0
- data/docs/Budget.md +25 -0
- data/docs/BudgetAggregationAccount.md +8 -0
- data/docs/BudgetApi.md +315 -0
- data/docs/BudgetObject.md +10 -0
- data/docs/BulkApi.md +249 -0
- data/docs/BulkTransaction.md +13 -0
- data/docs/BulkTransactionVO.md +12 -0
- data/docs/Business.md +32 -0
- data/docs/BusinessAddress.md +15 -0
- data/docs/BusinessApi.md +523 -0
- data/docs/Card.md +35 -0
- data/docs/CardAddress.md +14 -0
- data/docs/CardApi.md +754 -0
- data/docs/CardProgram.md +23 -0
- data/docs/Cash.md +10 -0
- data/docs/CategoriesMap.md +9 -0
- data/docs/CategoryInternalResponseVO.md +10 -0
- data/docs/CategoryResponseVO.md +9 -0
- data/docs/Check.md +10 -0
- data/docs/CheckImages.md +9 -0
- data/docs/Client.md +39 -0
- data/docs/ClientAccountMapping.md +10 -0
- data/docs/ClientAddress.md +15 -0
- data/docs/ClientApi.md +1008 -0
- data/docs/ClientRelationship.md +10 -0
- data/docs/ClientResponse.md +17 -0
- data/docs/ClientStatus.md +16 -0
- data/docs/ClientViewGoalData.md +21 -0
- data/docs/Country.md +12 -0
- data/docs/Currency.md +11 -0
- data/docs/Customer.md +21 -0
- data/docs/CustomerAddress.md +14 -0
- data/docs/CustomerApi.md +616 -0
- data/docs/CustomerRevenue.md +16 -0
- data/docs/DailyDeposit.md +28 -0
- data/docs/DailyWithdrawal.md +29 -0
- data/docs/DateDoubleVO.md +10 -0
- data/docs/DecisionTree.md +17 -0
- data/docs/DecisionTreeApi.md +971 -0
- data/docs/DecisionTreeCO.md +9 -0
- data/docs/DecisionTreeResultVO.md +9 -0
- data/docs/Document.md +30 -0
- data/docs/DocumentApi.md +309 -0
- data/docs/Employment.md +11 -0
- data/docs/ExternalAccountTransfer.md +28 -0
- data/docs/Feature.md +18 -0
- data/docs/FeatureApi.md +610 -0
- data/docs/FeatureTrack.md +14 -0
- data/docs/FinancialStatement.md +23 -0
- data/docs/FinancialStatementApi.md +315 -0
- data/docs/Funding.md +37 -0
- data/docs/FundingApi.md +1601 -0
- data/docs/FundingRequestMap.md +8 -0
- data/docs/FxRateView.md +11 -0
- data/docs/Goal.md +24 -0
- data/docs/GoalAccountMapping.md +11 -0
- data/docs/GoalApi.md +841 -0
- data/docs/GoalTrack.md +26 -0
- data/docs/GoalTrackAccounts.md +8 -0
- data/docs/Household.md +18 -0
- data/docs/HouseholdApi.md +523 -0
- data/docs/Investment.md +16 -0
- data/docs/Invoice.md +32 -0
- data/docs/InvoiceApi.md +622 -0
- data/docs/InvoicePayment.md +15 -0
- data/docs/JsonNode.md +29 -0
- data/docs/LineItems.md +15 -0
- data/docs/Location.md +15 -0
- data/docs/MXMerchantRes.md +14 -0
- data/docs/Member.md +11 -0
- data/docs/MerchantCategoryCode.md +11 -0
- data/docs/MerchantsMap.md +9 -0
- data/docs/Model.md +29 -0
- data/docs/ModelApi.md +1580 -0
- data/docs/ModelAssetSize.md +16 -0
- data/docs/ModelComment.md +15 -0
- data/docs/ModelHolding.md +25 -0
- data/docs/ModelHoldingVO.md +11 -0
- data/docs/ModelTransaction.md +17 -0
- data/docs/Node.md +15 -0
- data/docs/NodeRelationship.md +18 -0
- data/docs/Notification.md +20 -0
- data/docs/NotificationApi.md +911 -0
- data/docs/NotificationClient.md +19 -0
- data/docs/NotificationSetting.md +19 -0
- data/docs/Order.md +27 -0
- data/docs/OrderApi.md +1764 -0
- data/docs/OrderBulk.md +18 -0
- data/docs/OrderReconcileRequest.md +12 -0
- data/docs/OrderReconcileReturnObject.md +12 -0
- data/docs/OrderStatus.md +14 -0
- data/docs/OrderTrack.md +20 -0
- data/docs/OrderVoClone.md +20 -0
- data/docs/Overflow.md +16 -0
- data/docs/OverflowApi.md +492 -0
- data/docs/OverflowBankLinkMap.md +9 -0
- data/docs/OverflowSettings.md +17 -0
- data/docs/OverflowVO.md +10 -0
- data/docs/Ownership.md +12 -0
- data/docs/PageAccount.md +16 -0
- data/docs/PageAccountAllocationMapping.md +16 -0
- data/docs/PageAccountPermissionVO.md +16 -0
- data/docs/PageAccountStatus.md +16 -0
- data/docs/PageAccountType.md +16 -0
- data/docs/PageAdminClient.md +16 -0
- data/docs/PageAggregationAccount.md +16 -0
- data/docs/PageAggregationAccountBalance.md +16 -0
- data/docs/PageAggregationAccountHolding.md +16 -0
- data/docs/PageAggregationAccountTransaction.md +16 -0
- data/docs/PageAllocation.md +16 -0
- data/docs/PageAllocationComposition.md +16 -0
- data/docs/PageAnswer.md +16 -0
- data/docs/PageApplication.md +16 -0
- data/docs/PageAuditLog.md +16 -0
- data/docs/PageBankLink.md +16 -0
- data/docs/PageBenchmark.md +16 -0
- data/docs/PageBudget.md +16 -0
- data/docs/PageBusiness.md +16 -0
- data/docs/PageCard.md +16 -0
- data/docs/PageCardProgram.md +16 -0
- data/docs/PageClient.md +16 -0
- data/docs/PageClientResponse.md +16 -0
- data/docs/PageClientStatus.md +16 -0
- data/docs/PageCustomer.md +16 -0
- data/docs/PageCustomerRevenue.md +16 -0
- data/docs/PageDailyDeposit.md +16 -0
- data/docs/PageDailyWithdrawal.md +16 -0
- data/docs/PageDecisionTree.md +16 -0
- data/docs/PageDocument.md +16 -0
- data/docs/PageExternalAccountTransfer.md +16 -0
- data/docs/PageFeature.md +16 -0
- data/docs/PageFeatureTrack.md +16 -0
- data/docs/PageFinancialStatement.md +16 -0
- data/docs/PageFunding.md +16 -0
- data/docs/PageGoal.md +16 -0
- data/docs/PageGoalTrack.md +16 -0
- data/docs/PageHousehold.md +16 -0
- data/docs/PageInvoice.md +16 -0
- data/docs/PageInvoicePayment.md +16 -0
- data/docs/PageMXMerchantRes.md +16 -0
- data/docs/PageModel.md +16 -0
- data/docs/PageModelAssetSize.md +16 -0
- data/docs/PageModelComment.md +16 -0
- data/docs/PageModelHolding.md +16 -0
- data/docs/PageModelTransaction.md +16 -0
- data/docs/PageNode.md +16 -0
- data/docs/PageNodeRelationship.md +16 -0
- data/docs/PageNotification.md +16 -0
- data/docs/PageNotificationClient.md +16 -0
- data/docs/PageNotificationSetting.md +16 -0
- data/docs/PageOrder.md +16 -0
- data/docs/PageOrderBulk.md +16 -0
- data/docs/PageOrderStatus.md +16 -0
- data/docs/PageOrderTrack.md +16 -0
- data/docs/PageOverflow.md +16 -0
- data/docs/PageOverflowSettings.md +16 -0
- data/docs/PagePortfolio.md +16 -0
- data/docs/PagePortfolioAssetSizeLog.md +16 -0
- data/docs/PagePortfolioComment.md +16 -0
- data/docs/PagePortfolioGoal.md +16 -0
- data/docs/PagePortfolioHoldingLog.md +16 -0
- data/docs/PagePortfolioTransaction.md +16 -0
- data/docs/PageQuestion.md +16 -0
- data/docs/PageQuestionnaire.md +16 -0
- data/docs/PageReasonCode.md +16 -0
- data/docs/PageRiskProfile.md +16 -0
- data/docs/PageRoundup.md +16 -0
- data/docs/PageRoundupSettings.md +16 -0
- data/docs/PageScore.md +16 -0
- data/docs/PageSecurity.md +16 -0
- data/docs/PageSecurityExclusion.md +16 -0
- data/docs/PageSecurityPrice.md +16 -0
- data/docs/PageSpendingControl.md +16 -0
- data/docs/PageStage.md +16 -0
- data/docs/PageTransactionCode.md +16 -0
- data/docs/PageVAccountAssetSize.md +16 -0
- data/docs/PageWebhook.md +16 -0
- data/docs/PerformanceApi.md +973 -0
- data/docs/PermissionVO.md +9 -0
- data/docs/Portfolio.md +22 -0
- data/docs/PortfolioApi.md +1902 -0
- data/docs/PortfolioAssetSizeLog.md +20 -0
- data/docs/PortfolioComment.md +16 -0
- data/docs/PortfolioGoal.md +14 -0
- data/docs/PortfolioGoalMap.md +9 -0
- data/docs/PortfolioHoldingAgg.md +14 -0
- data/docs/PortfolioHoldingLog.md +21 -0
- data/docs/PortfolioTransaction.md +37 -0
- data/docs/Question.md +23 -0
- data/docs/Questionnaire.md +17 -0
- data/docs/QuestionnaireApi.md +1212 -0
- data/docs/ReasonCode.md +17 -0
- data/docs/ResourceApi.md +534 -0
- data/docs/RiskProfile.md +18 -0
- data/docs/RiskProfileApi.md +309 -0
- data/docs/Roundup.md +15 -0
- data/docs/RoundupApi.md +492 -0
- data/docs/RoundupCO.md +12 -0
- data/docs/RoundupSettings.md +21 -0
- data/docs/Score.md +23 -0
- data/docs/ScoreApi.md +309 -0
- data/docs/SecuritiesApi.md +917 -0
- data/docs/SecuritiesComposition.md +11 -0
- data/docs/SecuritiesCountry.md +9 -0
- data/docs/Security.md +32 -0
- data/docs/SecurityCompositionVO.md +21 -0
- data/docs/SecurityCountryVO.md +9 -0
- data/docs/SecurityExclusion.md +18 -0
- data/docs/SecurityPrice.md +20 -0
- data/docs/Sort.md +13 -0
- data/docs/SpendingControl.md +21 -0
- data/docs/SpendingControlApi.md +309 -0
- data/docs/Stage.md +22 -0
- data/docs/Stat.md +9 -0
- data/docs/State.md +10 -0
- data/docs/StatisticResourceVO.md +11 -0
- data/docs/TokenDateRequest.md +13 -0
- data/docs/TransactionCode.md +20 -0
- data/docs/UtilsApi.md +911 -0
- data/docs/VAccountAssetSize.md +11 -0
- data/docs/VAccountVO.md +13 -0
- data/docs/VClientGoalViewData.md +13 -0
- data/docs/VPortfolioVO.md +11 -0
- data/docs/Webhook.md +15 -0
- data/docs/WebhookApi.md +309 -0
- data/git_push.sh +55 -0
- data/lib/nucleus_api.rb +303 -0
- data/lib/nucleus_api/api/account_api.rb +1794 -0
- data/lib/nucleus_api/api/admin_client_api.rb +301 -0
- data/lib/nucleus_api/api/aggregation_account_api.rb +1587 -0
- data/lib/nucleus_api/api/allocation_api.rb +824 -0
- data/lib/nucleus_api/api/application_api.rb +301 -0
- data/lib/nucleus_api/api/audit_log_api.rb +190 -0
- data/lib/nucleus_api/api/benchmark_api.rb +362 -0
- data/lib/nucleus_api/api/budget_api.rb +307 -0
- data/lib/nucleus_api/api/bulk_api.rb +253 -0
- data/lib/nucleus_api/api/business_api.rb +508 -0
- data/lib/nucleus_api/api/card_api.rb +719 -0
- data/lib/nucleus_api/api/client_api.rb +950 -0
- data/lib/nucleus_api/api/customer_api.rb +585 -0
- data/lib/nucleus_api/api/decision_tree_api.rb +913 -0
- data/lib/nucleus_api/api/document_api.rb +301 -0
- data/lib/nucleus_api/api/feature_api.rb +579 -0
- data/lib/nucleus_api/api/financial_statement_api.rb +307 -0
- data/lib/nucleus_api/api/funding_api.rb +1497 -0
- data/lib/nucleus_api/api/goal_api.rb +819 -0
- data/lib/nucleus_api/api/household_api.rb +508 -0
- data/lib/nucleus_api/api/invoice_api.rb +591 -0
- data/lib/nucleus_api/api/model_api.rb +1479 -0
- data/lib/nucleus_api/api/notification_api.rb +857 -0
- data/lib/nucleus_api/api/order_api.rb +1688 -0
- data/lib/nucleus_api/api/overflow_api.rb +468 -0
- data/lib/nucleus_api/api/performance_api.rb +1131 -0
- data/lib/nucleus_api/api/portfolio_api.rb +1776 -0
- data/lib/nucleus_api/api/questionnaire_api.rb +1135 -0
- data/lib/nucleus_api/api/resource_api.rb +479 -0
- data/lib/nucleus_api/api/risk_profile_api.rb +301 -0
- data/lib/nucleus_api/api/roundup_api.rb +468 -0
- data/lib/nucleus_api/api/score_api.rb +301 -0
- data/lib/nucleus_api/api/securities_api.rb +863 -0
- data/lib/nucleus_api/api/spending_control_api.rb +301 -0
- data/lib/nucleus_api/api/utils_api.rb +857 -0
- data/lib/nucleus_api/api/webhook_api.rb +301 -0
- data/lib/nucleus_api/api_client.rb +428 -0
- data/lib/nucleus_api/api_error.rb +38 -0
- data/lib/nucleus_api/auth_configuration.rb +177 -0
- data/lib/nucleus_api/configuration.rb +224 -0
- data/lib/nucleus_api/models/account.rb +333 -0
- data/lib/nucleus_api/models/account_allocation_mapping.rb +294 -0
- data/lib/nucleus_api/models/account_map.rb +202 -0
- data/lib/nucleus_api/models/account_permission_vo.rb +195 -0
- data/lib/nucleus_api/models/account_portfolio_rebalance_request.rb +313 -0
- data/lib/nucleus_api/models/account_status.rb +275 -0
- data/lib/nucleus_api/models/account_type.rb +335 -0
- data/lib/nucleus_api/models/acl_client_permission_vo.rb +236 -0
- data/lib/nucleus_api/models/admin_client.rb +272 -0
- data/lib/nucleus_api/models/aggregation_account.rb +420 -0
- data/lib/nucleus_api/models/aggregation_account_balance.rb +284 -0
- data/lib/nucleus_api/models/aggregation_account_holding.rb +364 -0
- data/lib/nucleus_api/models/aggregation_account_transaction.rb +382 -0
- data/lib/nucleus_api/models/aggregation_accounts_map.rb +202 -0
- data/lib/nucleus_api/models/allocation.rb +325 -0
- data/lib/nucleus_api/models/allocation_aggregated_vo.rb +228 -0
- data/lib/nucleus_api/models/allocation_composition.rb +304 -0
- data/lib/nucleus_api/models/allocation_composition_aggregated_vo.rb +282 -0
- data/lib/nucleus_api/models/allocation_composition_model_holdings_vo.rb +311 -0
- data/lib/nucleus_api/models/allocation_node_map.rb +187 -0
- data/lib/nucleus_api/models/answer.rb +286 -0
- data/lib/nucleus_api/models/answer_map.rb +181 -0
- data/lib/nucleus_api/models/application.rb +256 -0
- data/lib/nucleus_api/models/audit_log.rb +357 -0
- data/lib/nucleus_api/models/available_date_double_vo.rb +243 -0
- data/lib/nucleus_api/models/bank_credit.rb +262 -0
- data/lib/nucleus_api/models/bank_link.rb +410 -0
- data/lib/nucleus_api/models/bank_link_map.rb +202 -0
- data/lib/nucleus_api/models/benchmark.rb +277 -0
- data/lib/nucleus_api/models/benchmark_composition.rb +202 -0
- data/lib/nucleus_api/models/brokers.rb +203 -0
- data/lib/nucleus_api/models/budget.rb +372 -0
- data/lib/nucleus_api/models/budget_aggregation_account.rb +187 -0
- data/lib/nucleus_api/models/budget_object.rb +213 -0
- data/lib/nucleus_api/models/bulk_transaction.rb +226 -0
- data/lib/nucleus_api/models/bulk_transaction_vo.rb +217 -0
- data/lib/nucleus_api/models/business.rb +430 -0
- data/lib/nucleus_api/models/business_address.rb +278 -0
- data/lib/nucleus_api/models/card.rb +489 -0
- data/lib/nucleus_api/models/card_address.rb +268 -0
- data/lib/nucleus_api/models/card_program.rb +350 -0
- data/lib/nucleus_api/models/cash.rb +213 -0
- data/lib/nucleus_api/models/categories_map.rb +202 -0
- data/lib/nucleus_api/models/category_internal_response_vo.rb +201 -0
- data/lib/nucleus_api/models/category_response_vo.rb +192 -0
- data/lib/nucleus_api/models/check.rb +210 -0
- data/lib/nucleus_api/models/check_images.rb +198 -0
- data/lib/nucleus_api/models/client.rb +523 -0
- data/lib/nucleus_api/models/client_account_mapping.rb +212 -0
- data/lib/nucleus_api/models/client_address.rb +278 -0
- data/lib/nucleus_api/models/client_relationship.rb +209 -0
- data/lib/nucleus_api/models/client_response.rb +280 -0
- data/lib/nucleus_api/models/client_status.rb +275 -0
- data/lib/nucleus_api/models/client_view_goal_data.rb +302 -0
- data/lib/nucleus_api/models/country.rb +233 -0
- data/lib/nucleus_api/models/currency.rb +212 -0
- data/lib/nucleus_api/models/customer.rb +317 -0
- data/lib/nucleus_api/models/customer_address.rb +268 -0
- data/lib/nucleus_api/models/customer_revenue.rb +284 -0
- data/lib/nucleus_api/models/daily_deposit.rb +395 -0
- data/lib/nucleus_api/models/daily_withdrawal.rb +405 -0
- data/lib/nucleus_api/models/date_double_vo.rb +203 -0
- data/lib/nucleus_api/models/decision_tree.rb +275 -0
- data/lib/nucleus_api/models/decision_tree_co.rb +202 -0
- data/lib/nucleus_api/models/decision_tree_result_vo.rb +192 -0
- data/lib/nucleus_api/models/document.rb +409 -0
- data/lib/nucleus_api/models/employment.rb +213 -0
- data/lib/nucleus_api/models/external_account_transfer.rb +412 -0
- data/lib/nucleus_api/models/feature.rb +286 -0
- data/lib/nucleus_api/models/feature_track.rb +251 -0
- data/lib/nucleus_api/models/financial_statement.rb +352 -0
- data/lib/nucleus_api/models/funding.rb +496 -0
- data/lib/nucleus_api/models/funding_request_map.rb +187 -0
- data/lib/nucleus_api/models/fx_rate_view.rb +233 -0
- data/lib/nucleus_api/models/goal.rb +340 -0
- data/lib/nucleus_api/models/goal_account_mapping.rb +218 -0
- data/lib/nucleus_api/models/goal_track.rb +372 -0
- data/lib/nucleus_api/models/goal_track_accounts.rb +187 -0
- data/lib/nucleus_api/models/household.rb +285 -0
- data/lib/nucleus_api/models/investment.rb +283 -0
- data/lib/nucleus_api/models/invoice.rb +452 -0
- data/lib/nucleus_api/models/invoice_payment.rb +269 -0
- data/lib/nucleus_api/models/json_node.rb +404 -0
- data/lib/nucleus_api/models/line_items.rb +278 -0
- data/lib/nucleus_api/models/location.rb +253 -0
- data/lib/nucleus_api/models/member.rb +217 -0
- data/lib/nucleus_api/models/merchant_category_code.rb +213 -0
- data/lib/nucleus_api/models/merchants_map.rb +202 -0
- data/lib/nucleus_api/models/model.rb +396 -0
- data/lib/nucleus_api/models/model_asset_size.rb +274 -0
- data/lib/nucleus_api/models/model_comment.rb +264 -0
- data/lib/nucleus_api/models/model_holding.rb +370 -0
- data/lib/nucleus_api/models/model_holding_vo.rb +208 -0
- data/lib/nucleus_api/models/model_transaction.rb +298 -0
- data/lib/nucleus_api/models/mx_merchant_res.rb +235 -0
- data/lib/nucleus_api/models/node.rb +260 -0
- data/lib/nucleus_api/models/node_relationship.rb +300 -0
- data/lib/nucleus_api/models/notification.rb +313 -0
- data/lib/nucleus_api/models/notification_client.rb +309 -0
- data/lib/nucleus_api/models/notification_setting.rb +300 -0
- data/lib/nucleus_api/models/order.rb +390 -0
- data/lib/nucleus_api/models/order_bulk.rb +309 -0
- data/lib/nucleus_api/models/order_reconcile_request.rb +220 -0
- data/lib/nucleus_api/models/order_reconcile_return_object.rb +227 -0
- data/lib/nucleus_api/models/order_status.rb +250 -0
- data/lib/nucleus_api/models/order_track.rb +316 -0
- data/lib/nucleus_api/models/order_vo_clone.rb +304 -0
- data/lib/nucleus_api/models/overflow.rb +281 -0
- data/lib/nucleus_api/models/overflow_bank_link_map.rb +202 -0
- data/lib/nucleus_api/models/overflow_settings.rb +287 -0
- data/lib/nucleus_api/models/overflow_vo.rb +203 -0
- data/lib/nucleus_api/models/ownership.rb +233 -0
- data/lib/nucleus_api/models/page_account.rb +258 -0
- data/lib/nucleus_api/models/page_account_allocation_mapping.rb +258 -0
- data/lib/nucleus_api/models/page_account_permission_vo.rb +258 -0
- data/lib/nucleus_api/models/page_account_status.rb +258 -0
- data/lib/nucleus_api/models/page_account_type.rb +258 -0
- data/lib/nucleus_api/models/page_admin_client.rb +258 -0
- data/lib/nucleus_api/models/page_aggregation_account.rb +258 -0
- data/lib/nucleus_api/models/page_aggregation_account_balance.rb +258 -0
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- data/spec/models/statistic_resource_vo_spec.rb +59 -0
- data/spec/models/token_date_request_spec.rb +71 -0
- data/spec/models/transaction_code_spec.rb +125 -0
- data/spec/models/v_account_asset_size_spec.rb +59 -0
- data/spec/models/v_account_vo_spec.rb +71 -0
- data/spec/models/v_client_goal_view_data_spec.rb +71 -0
- data/spec/models/v_portfolio_vo_spec.rb +59 -0
- data/spec/models/webhook_spec.rb +87 -0
- data/spec/spec_helper.rb +111 -0
- metadata +1312 -0
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=begin
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#Hydrogen Nucleus API
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#The Hydrogen Nucleus API
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OpenAPI spec version: 1.8.0
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Contact: info@hydrogenplatform.com
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Generated by: https://github.com/swagger-api/swagger-codegen.git
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Swagger Codegen version: 2.4.18
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=end
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require 'uri'
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module NucleusApi
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class PortfolioApi
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attr_accessor :api_client
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def initialize(api_client = ApiClient.default)
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@api_client = api_client
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end
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# Create a portfolio asset size
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# Create a new asset size record for a portfolio.
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# @param portfolio_asset_size_log_request portfolioAssetSizeLogRequest
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# @param [Hash] opts the optional parameters
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# @return [PortfolioAssetSizeLog]
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def create_portfolio_asset_size_using_post(portfolio_asset_size_log_request, opts = {})
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data, _status_code, _headers = create_portfolio_asset_size_using_post_with_http_info(portfolio_asset_size_log_request, opts)
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data
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end
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# Create a portfolio asset size
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# Create a new asset size record for a portfolio.
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# @param portfolio_asset_size_log_request portfolioAssetSizeLogRequest
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# @param [Hash] opts the optional parameters
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# @return [Array<(PortfolioAssetSizeLog, Fixnum, Hash)>] PortfolioAssetSizeLog data, response status code and response headers
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def create_portfolio_asset_size_using_post_with_http_info(portfolio_asset_size_log_request, opts = {})
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if @api_client.config.debugging
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@api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_asset_size_using_post ...'
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end
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# verify the required parameter 'portfolio_asset_size_log_request' is set
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if @api_client.config.client_side_validation && portfolio_asset_size_log_request.nil?
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fail ArgumentError, "Missing the required parameter 'portfolio_asset_size_log_request' when calling PortfolioApi.create_portfolio_asset_size_using_post"
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end
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# resource path
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local_var_path = '/portfolio_asset_size'
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# query parameters
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query_params = {}
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# header parameters
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header_params = {}
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# HTTP header 'Accept' (if needed)
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header_params['Accept'] = @api_client.select_header_accept(['*/*'])
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# HTTP header 'Content-Type'
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header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
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# form parameters
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form_params = {}
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# http body (model)
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post_body = @api_client.object_to_http_body(portfolio_asset_size_log_request)
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auth_names = ['oauth2']
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data, status_code, headers = @api_client.call_api(:POST, local_var_path,
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:header_params => header_params,
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:query_params => query_params,
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:form_params => form_params,
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:body => post_body,
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:auth_names => auth_names,
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:return_type => 'PortfolioAssetSizeLog')
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if @api_client.config.debugging
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@api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_asset_size_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
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end
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return data, status_code, headers
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end
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# Create a portfolio commentary
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# Create a new comment for a portfolio defined for your firm.
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# @param portfolio_comment portfolioComment
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# @param [Hash] opts the optional parameters
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# @return [PortfolioComment]
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def create_portfolio_comment_using_post(portfolio_comment, opts = {})
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data, _status_code, _headers = create_portfolio_comment_using_post_with_http_info(portfolio_comment, opts)
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data
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end
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# Create a portfolio commentary
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# Create a new comment for a portfolio defined for your firm.
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# @param portfolio_comment portfolioComment
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# @param [Hash] opts the optional parameters
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# @return [Array<(PortfolioComment, Fixnum, Hash)>] PortfolioComment data, response status code and response headers
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def create_portfolio_comment_using_post_with_http_info(portfolio_comment, opts = {})
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if @api_client.config.debugging
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@api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_comment_using_post ...'
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end
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# verify the required parameter 'portfolio_comment' is set
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if @api_client.config.client_side_validation && portfolio_comment.nil?
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fail ArgumentError, "Missing the required parameter 'portfolio_comment' when calling PortfolioApi.create_portfolio_comment_using_post"
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end
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# resource path
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local_var_path = '/portfolio_comment'
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# query parameters
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query_params = {}
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# header parameters
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header_params = {}
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# HTTP header 'Accept' (if needed)
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header_params['Accept'] = @api_client.select_header_accept(['*/*'])
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# HTTP header 'Content-Type'
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header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
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# form parameters
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form_params = {}
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# http body (model)
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post_body = @api_client.object_to_http_body(portfolio_comment)
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auth_names = ['oauth2']
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data, status_code, headers = @api_client.call_api(:POST, local_var_path,
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:header_params => header_params,
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:query_params => query_params,
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:form_params => form_params,
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:body => post_body,
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:auth_names => auth_names,
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:return_type => 'PortfolioComment')
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if @api_client.config.debugging
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@api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_comment_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
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end
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return data, status_code, headers
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end
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# Create an portfolio goal
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# Create an portfolio goal.
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# @param portfolio_goal portfolioGoal
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# @param [Hash] opts the optional parameters
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# @return [PortfolioGoal]
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def create_portfolio_goal_using_post(portfolio_goal, opts = {})
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data, _status_code, _headers = create_portfolio_goal_using_post_with_http_info(portfolio_goal, opts)
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data
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end
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# Create an portfolio goal
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# Create an portfolio goal.
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# @param portfolio_goal portfolioGoal
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# @param [Hash] opts the optional parameters
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# @return [Array<(PortfolioGoal, Fixnum, Hash)>] PortfolioGoal data, response status code and response headers
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def create_portfolio_goal_using_post_with_http_info(portfolio_goal, opts = {})
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if @api_client.config.debugging
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@api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_goal_using_post ...'
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end
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# verify the required parameter 'portfolio_goal' is set
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if @api_client.config.client_side_validation && portfolio_goal.nil?
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fail ArgumentError, "Missing the required parameter 'portfolio_goal' when calling PortfolioApi.create_portfolio_goal_using_post"
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end
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# resource path
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local_var_path = '/portfolio_goal'
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# query parameters
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query_params = {}
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# header parameters
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header_params = {}
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# HTTP header 'Accept' (if needed)
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header_params['Accept'] = @api_client.select_header_accept(['*/*'])
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# HTTP header 'Content-Type'
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header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
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# form parameters
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form_params = {}
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# http body (model)
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post_body = @api_client.object_to_http_body(portfolio_goal)
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auth_names = ['oauth2']
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data, status_code, headers = @api_client.call_api(:POST, local_var_path,
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:header_params => header_params,
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:query_params => query_params,
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:form_params => form_params,
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:body => post_body,
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:auth_names => auth_names,
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:return_type => 'PortfolioGoal')
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if @api_client.config.debugging
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@api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_goal_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
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end
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return data, status_code, headers
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end
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# Create a portfolio holding
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# Create a new holding record for a portfolio.
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# @param portfolio_holdin_log_request portfolioHoldinLogRequest
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# @param [Hash] opts the optional parameters
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# @return [PortfolioHoldingLog]
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def create_portfolio_holding_using_post(portfolio_holdin_log_request, opts = {})
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data, _status_code, _headers = create_portfolio_holding_using_post_with_http_info(portfolio_holdin_log_request, opts)
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data
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end
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# Create a portfolio holding
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# Create a new holding record for a portfolio.
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# @param portfolio_holdin_log_request portfolioHoldinLogRequest
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# @param [Hash] opts the optional parameters
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# @return [Array<(PortfolioHoldingLog, Fixnum, Hash)>] PortfolioHoldingLog data, response status code and response headers
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def create_portfolio_holding_using_post_with_http_info(portfolio_holdin_log_request, opts = {})
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if @api_client.config.debugging
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@api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_holding_using_post ...'
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end
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# verify the required parameter 'portfolio_holdin_log_request' is set
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if @api_client.config.client_side_validation && portfolio_holdin_log_request.nil?
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fail ArgumentError, "Missing the required parameter 'portfolio_holdin_log_request' when calling PortfolioApi.create_portfolio_holding_using_post"
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end
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# resource path
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local_var_path = '/portfolio_holding'
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# query parameters
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query_params = {}
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# header parameters
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header_params = {}
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# HTTP header 'Accept' (if needed)
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header_params['Accept'] = @api_client.select_header_accept(['*/*'])
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# HTTP header 'Content-Type'
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header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
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# form parameters
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form_params = {}
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# http body (model)
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post_body = @api_client.object_to_http_body(portfolio_holdin_log_request)
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auth_names = ['oauth2']
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data, status_code, headers = @api_client.call_api(:POST, local_var_path,
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:header_params => header_params,
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:query_params => query_params,
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:form_params => form_params,
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:body => post_body,
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:auth_names => auth_names,
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:return_type => 'PortfolioHoldingLog')
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if @api_client.config.debugging
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@api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_holding_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
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end
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return data, status_code, headers
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end
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# Create a portfolio transaction
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# Create a new transaction record for a portfolio.
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# @param portfolio_transaction_request portfolioTransactionRequest
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# @param [Hash] opts the optional parameters
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# @return [PortfolioTransaction]
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def create_portfolio_transaction_using_post(portfolio_transaction_request, opts = {})
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data, _status_code, _headers = create_portfolio_transaction_using_post_with_http_info(portfolio_transaction_request, opts)
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data
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end
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# Create a portfolio transaction
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# Create a new transaction record for a portfolio.
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# @param portfolio_transaction_request portfolioTransactionRequest
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# @param [Hash] opts the optional parameters
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# @return [Array<(PortfolioTransaction, Fixnum, Hash)>] PortfolioTransaction data, response status code and response headers
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def create_portfolio_transaction_using_post_with_http_info(portfolio_transaction_request, opts = {})
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if @api_client.config.debugging
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@api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_transaction_using_post ...'
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end
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# verify the required parameter 'portfolio_transaction_request' is set
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if @api_client.config.client_side_validation && portfolio_transaction_request.nil?
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fail ArgumentError, "Missing the required parameter 'portfolio_transaction_request' when calling PortfolioApi.create_portfolio_transaction_using_post"
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end
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# resource path
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local_var_path = '/portfolio_transaction'
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# query parameters
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query_params = {}
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# header parameters
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header_params = {}
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# HTTP header 'Accept' (if needed)
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header_params['Accept'] = @api_client.select_header_accept(['*/*'])
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# HTTP header 'Content-Type'
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header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
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# form parameters
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form_params = {}
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# http body (model)
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post_body = @api_client.object_to_http_body(portfolio_transaction_request)
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auth_names = ['oauth2']
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data, status_code, headers = @api_client.call_api(:POST, local_var_path,
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:header_params => header_params,
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:query_params => query_params,
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:form_params => form_params,
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:body => post_body,
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:auth_names => auth_names,
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:return_type => 'PortfolioTransaction')
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if @api_client.config.debugging
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288
|
+
@api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_transaction_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
289
|
+
end
|
|
290
|
+
return data, status_code, headers
|
|
291
|
+
end
|
|
292
|
+
# Create a portfolio
|
|
293
|
+
# Create a new portfolio for an account.
|
|
294
|
+
# @param portfolio_request portfolioRequest
|
|
295
|
+
# @param [Hash] opts the optional parameters
|
|
296
|
+
# @return [Portfolio]
|
|
297
|
+
def create_portfolio_using_post(portfolio_request, opts = {})
|
|
298
|
+
data, _status_code, _headers = create_portfolio_using_post_with_http_info(portfolio_request, opts)
|
|
299
|
+
data
|
|
300
|
+
end
|
|
301
|
+
|
|
302
|
+
# Create a portfolio
|
|
303
|
+
# Create a new portfolio for an account.
|
|
304
|
+
# @param portfolio_request portfolioRequest
|
|
305
|
+
# @param [Hash] opts the optional parameters
|
|
306
|
+
# @return [Array<(Portfolio, Fixnum, Hash)>] Portfolio data, response status code and response headers
|
|
307
|
+
def create_portfolio_using_post_with_http_info(portfolio_request, opts = {})
|
|
308
|
+
if @api_client.config.debugging
|
|
309
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_using_post ...'
|
|
310
|
+
end
|
|
311
|
+
# verify the required parameter 'portfolio_request' is set
|
|
312
|
+
if @api_client.config.client_side_validation && portfolio_request.nil?
|
|
313
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_request' when calling PortfolioApi.create_portfolio_using_post"
|
|
314
|
+
end
|
|
315
|
+
# resource path
|
|
316
|
+
local_var_path = '/portfolio'
|
|
317
|
+
|
|
318
|
+
# query parameters
|
|
319
|
+
query_params = {}
|
|
320
|
+
|
|
321
|
+
# header parameters
|
|
322
|
+
header_params = {}
|
|
323
|
+
# HTTP header 'Accept' (if needed)
|
|
324
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
325
|
+
# HTTP header 'Content-Type'
|
|
326
|
+
header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
|
|
327
|
+
|
|
328
|
+
# form parameters
|
|
329
|
+
form_params = {}
|
|
330
|
+
|
|
331
|
+
# http body (model)
|
|
332
|
+
post_body = @api_client.object_to_http_body(portfolio_request)
|
|
333
|
+
auth_names = ['oauth2']
|
|
334
|
+
data, status_code, headers = @api_client.call_api(:POST, local_var_path,
|
|
335
|
+
:header_params => header_params,
|
|
336
|
+
:query_params => query_params,
|
|
337
|
+
:form_params => form_params,
|
|
338
|
+
:body => post_body,
|
|
339
|
+
:auth_names => auth_names,
|
|
340
|
+
:return_type => 'Portfolio')
|
|
341
|
+
if @api_client.config.debugging
|
|
342
|
+
@api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
343
|
+
end
|
|
344
|
+
return data, status_code, headers
|
|
345
|
+
end
|
|
346
|
+
# Delete a portfolio asset size
|
|
347
|
+
# Permanently delete a portfolio asset size record for a portfolio.
|
|
348
|
+
# @param portfolio_asset_size_id UUID portfolio_asset_size_id
|
|
349
|
+
# @param [Hash] opts the optional parameters
|
|
350
|
+
# @return [nil]
|
|
351
|
+
def delete_portfolio_asset_size_using_delete(portfolio_asset_size_id, opts = {})
|
|
352
|
+
delete_portfolio_asset_size_using_delete_with_http_info(portfolio_asset_size_id, opts)
|
|
353
|
+
nil
|
|
354
|
+
end
|
|
355
|
+
|
|
356
|
+
# Delete a portfolio asset size
|
|
357
|
+
# Permanently delete a portfolio asset size record for a portfolio.
|
|
358
|
+
# @param portfolio_asset_size_id UUID portfolio_asset_size_id
|
|
359
|
+
# @param [Hash] opts the optional parameters
|
|
360
|
+
# @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
|
|
361
|
+
def delete_portfolio_asset_size_using_delete_with_http_info(portfolio_asset_size_id, opts = {})
|
|
362
|
+
if @api_client.config.debugging
|
|
363
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.delete_portfolio_asset_size_using_delete ...'
|
|
364
|
+
end
|
|
365
|
+
# verify the required parameter 'portfolio_asset_size_id' is set
|
|
366
|
+
if @api_client.config.client_side_validation && portfolio_asset_size_id.nil?
|
|
367
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_asset_size_id' when calling PortfolioApi.delete_portfolio_asset_size_using_delete"
|
|
368
|
+
end
|
|
369
|
+
# resource path
|
|
370
|
+
local_var_path = '/portfolio_asset_size/{portfolio_asset_size_id}'.sub('{' + 'portfolio_asset_size_id' + '}', portfolio_asset_size_id.to_s)
|
|
371
|
+
|
|
372
|
+
# query parameters
|
|
373
|
+
query_params = {}
|
|
374
|
+
|
|
375
|
+
# header parameters
|
|
376
|
+
header_params = {}
|
|
377
|
+
# HTTP header 'Accept' (if needed)
|
|
378
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
379
|
+
|
|
380
|
+
# form parameters
|
|
381
|
+
form_params = {}
|
|
382
|
+
|
|
383
|
+
# http body (model)
|
|
384
|
+
post_body = nil
|
|
385
|
+
auth_names = ['oauth2']
|
|
386
|
+
data, status_code, headers = @api_client.call_api(:DELETE, local_var_path,
|
|
387
|
+
:header_params => header_params,
|
|
388
|
+
:query_params => query_params,
|
|
389
|
+
:form_params => form_params,
|
|
390
|
+
:body => post_body,
|
|
391
|
+
:auth_names => auth_names)
|
|
392
|
+
if @api_client.config.debugging
|
|
393
|
+
@api_client.config.logger.debug "API called: PortfolioApi#delete_portfolio_asset_size_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
394
|
+
end
|
|
395
|
+
return data, status_code, headers
|
|
396
|
+
end
|
|
397
|
+
# Delete a portfolio commentary
|
|
398
|
+
# Permanently delete a portfolio comment for a portfolio.
|
|
399
|
+
# @param portfolio_comment_id UUID portfolio_comment_id
|
|
400
|
+
# @param [Hash] opts the optional parameters
|
|
401
|
+
# @return [nil]
|
|
402
|
+
def delete_portfolio_comment_using_delete(portfolio_comment_id, opts = {})
|
|
403
|
+
delete_portfolio_comment_using_delete_with_http_info(portfolio_comment_id, opts)
|
|
404
|
+
nil
|
|
405
|
+
end
|
|
406
|
+
|
|
407
|
+
# Delete a portfolio commentary
|
|
408
|
+
# Permanently delete a portfolio comment for a portfolio.
|
|
409
|
+
# @param portfolio_comment_id UUID portfolio_comment_id
|
|
410
|
+
# @param [Hash] opts the optional parameters
|
|
411
|
+
# @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
|
|
412
|
+
def delete_portfolio_comment_using_delete_with_http_info(portfolio_comment_id, opts = {})
|
|
413
|
+
if @api_client.config.debugging
|
|
414
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.delete_portfolio_comment_using_delete ...'
|
|
415
|
+
end
|
|
416
|
+
# verify the required parameter 'portfolio_comment_id' is set
|
|
417
|
+
if @api_client.config.client_side_validation && portfolio_comment_id.nil?
|
|
418
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_comment_id' when calling PortfolioApi.delete_portfolio_comment_using_delete"
|
|
419
|
+
end
|
|
420
|
+
# resource path
|
|
421
|
+
local_var_path = '/portfolio_comment/{portfolio_comment_id}'.sub('{' + 'portfolio_comment_id' + '}', portfolio_comment_id.to_s)
|
|
422
|
+
|
|
423
|
+
# query parameters
|
|
424
|
+
query_params = {}
|
|
425
|
+
|
|
426
|
+
# header parameters
|
|
427
|
+
header_params = {}
|
|
428
|
+
# HTTP header 'Accept' (if needed)
|
|
429
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
430
|
+
|
|
431
|
+
# form parameters
|
|
432
|
+
form_params = {}
|
|
433
|
+
|
|
434
|
+
# http body (model)
|
|
435
|
+
post_body = nil
|
|
436
|
+
auth_names = ['oauth2']
|
|
437
|
+
data, status_code, headers = @api_client.call_api(:DELETE, local_var_path,
|
|
438
|
+
:header_params => header_params,
|
|
439
|
+
:query_params => query_params,
|
|
440
|
+
:form_params => form_params,
|
|
441
|
+
:body => post_body,
|
|
442
|
+
:auth_names => auth_names)
|
|
443
|
+
if @api_client.config.debugging
|
|
444
|
+
@api_client.config.logger.debug "API called: PortfolioApi#delete_portfolio_comment_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
445
|
+
end
|
|
446
|
+
return data, status_code, headers
|
|
447
|
+
end
|
|
448
|
+
# Delete an portfolio goal
|
|
449
|
+
# Permanently delete an portfolio-goal mapping.
|
|
450
|
+
# @param portfolio_goal_id UUID portfolio_goal_id
|
|
451
|
+
# @param [Hash] opts the optional parameters
|
|
452
|
+
# @return [nil]
|
|
453
|
+
def delete_portfolio_goal_using_delete(portfolio_goal_id, opts = {})
|
|
454
|
+
delete_portfolio_goal_using_delete_with_http_info(portfolio_goal_id, opts)
|
|
455
|
+
nil
|
|
456
|
+
end
|
|
457
|
+
|
|
458
|
+
# Delete an portfolio goal
|
|
459
|
+
# Permanently delete an portfolio-goal mapping.
|
|
460
|
+
# @param portfolio_goal_id UUID portfolio_goal_id
|
|
461
|
+
# @param [Hash] opts the optional parameters
|
|
462
|
+
# @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
|
|
463
|
+
def delete_portfolio_goal_using_delete_with_http_info(portfolio_goal_id, opts = {})
|
|
464
|
+
if @api_client.config.debugging
|
|
465
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.delete_portfolio_goal_using_delete ...'
|
|
466
|
+
end
|
|
467
|
+
# verify the required parameter 'portfolio_goal_id' is set
|
|
468
|
+
if @api_client.config.client_side_validation && portfolio_goal_id.nil?
|
|
469
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_goal_id' when calling PortfolioApi.delete_portfolio_goal_using_delete"
|
|
470
|
+
end
|
|
471
|
+
# resource path
|
|
472
|
+
local_var_path = '/portfolio_goal/{portfolio_goal_id}'.sub('{' + 'portfolio_goal_id' + '}', portfolio_goal_id.to_s)
|
|
473
|
+
|
|
474
|
+
# query parameters
|
|
475
|
+
query_params = {}
|
|
476
|
+
|
|
477
|
+
# header parameters
|
|
478
|
+
header_params = {}
|
|
479
|
+
# HTTP header 'Accept' (if needed)
|
|
480
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
481
|
+
|
|
482
|
+
# form parameters
|
|
483
|
+
form_params = {}
|
|
484
|
+
|
|
485
|
+
# http body (model)
|
|
486
|
+
post_body = nil
|
|
487
|
+
auth_names = ['oauth2']
|
|
488
|
+
data, status_code, headers = @api_client.call_api(:DELETE, local_var_path,
|
|
489
|
+
:header_params => header_params,
|
|
490
|
+
:query_params => query_params,
|
|
491
|
+
:form_params => form_params,
|
|
492
|
+
:body => post_body,
|
|
493
|
+
:auth_names => auth_names)
|
|
494
|
+
if @api_client.config.debugging
|
|
495
|
+
@api_client.config.logger.debug "API called: PortfolioApi#delete_portfolio_goal_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
496
|
+
end
|
|
497
|
+
return data, status_code, headers
|
|
498
|
+
end
|
|
499
|
+
# Delete a portfolio holding
|
|
500
|
+
# Permanently delete a portfolio holding record for a portfolio.
|
|
501
|
+
# @param portfolio_holding_id UUID portfolio_holding_id
|
|
502
|
+
# @param [Hash] opts the optional parameters
|
|
503
|
+
# @return [nil]
|
|
504
|
+
def delete_portfolio_holding_using_delete(portfolio_holding_id, opts = {})
|
|
505
|
+
delete_portfolio_holding_using_delete_with_http_info(portfolio_holding_id, opts)
|
|
506
|
+
nil
|
|
507
|
+
end
|
|
508
|
+
|
|
509
|
+
# Delete a portfolio holding
|
|
510
|
+
# Permanently delete a portfolio holding record for a portfolio.
|
|
511
|
+
# @param portfolio_holding_id UUID portfolio_holding_id
|
|
512
|
+
# @param [Hash] opts the optional parameters
|
|
513
|
+
# @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
|
|
514
|
+
def delete_portfolio_holding_using_delete_with_http_info(portfolio_holding_id, opts = {})
|
|
515
|
+
if @api_client.config.debugging
|
|
516
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.delete_portfolio_holding_using_delete ...'
|
|
517
|
+
end
|
|
518
|
+
# verify the required parameter 'portfolio_holding_id' is set
|
|
519
|
+
if @api_client.config.client_side_validation && portfolio_holding_id.nil?
|
|
520
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_holding_id' when calling PortfolioApi.delete_portfolio_holding_using_delete"
|
|
521
|
+
end
|
|
522
|
+
# resource path
|
|
523
|
+
local_var_path = '/portfolio_holding/{portfolio_holding_id}'.sub('{' + 'portfolio_holding_id' + '}', portfolio_holding_id.to_s)
|
|
524
|
+
|
|
525
|
+
# query parameters
|
|
526
|
+
query_params = {}
|
|
527
|
+
|
|
528
|
+
# header parameters
|
|
529
|
+
header_params = {}
|
|
530
|
+
# HTTP header 'Accept' (if needed)
|
|
531
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
532
|
+
|
|
533
|
+
# form parameters
|
|
534
|
+
form_params = {}
|
|
535
|
+
|
|
536
|
+
# http body (model)
|
|
537
|
+
post_body = nil
|
|
538
|
+
auth_names = ['oauth2']
|
|
539
|
+
data, status_code, headers = @api_client.call_api(:DELETE, local_var_path,
|
|
540
|
+
:header_params => header_params,
|
|
541
|
+
:query_params => query_params,
|
|
542
|
+
:form_params => form_params,
|
|
543
|
+
:body => post_body,
|
|
544
|
+
:auth_names => auth_names)
|
|
545
|
+
if @api_client.config.debugging
|
|
546
|
+
@api_client.config.logger.debug "API called: PortfolioApi#delete_portfolio_holding_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
547
|
+
end
|
|
548
|
+
return data, status_code, headers
|
|
549
|
+
end
|
|
550
|
+
# Delete a portfolio transaction
|
|
551
|
+
# Permanently delete a portfolio transaction record for a portfolio.
|
|
552
|
+
# @param portfolio_transaction_id UUID portfolio_transaction_id
|
|
553
|
+
# @param [Hash] opts the optional parameters
|
|
554
|
+
# @return [nil]
|
|
555
|
+
def delete_portfolio_transaction_using_delete(portfolio_transaction_id, opts = {})
|
|
556
|
+
delete_portfolio_transaction_using_delete_with_http_info(portfolio_transaction_id, opts)
|
|
557
|
+
nil
|
|
558
|
+
end
|
|
559
|
+
|
|
560
|
+
# Delete a portfolio transaction
|
|
561
|
+
# Permanently delete a portfolio transaction record for a portfolio.
|
|
562
|
+
# @param portfolio_transaction_id UUID portfolio_transaction_id
|
|
563
|
+
# @param [Hash] opts the optional parameters
|
|
564
|
+
# @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
|
|
565
|
+
def delete_portfolio_transaction_using_delete_with_http_info(portfolio_transaction_id, opts = {})
|
|
566
|
+
if @api_client.config.debugging
|
|
567
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.delete_portfolio_transaction_using_delete ...'
|
|
568
|
+
end
|
|
569
|
+
# verify the required parameter 'portfolio_transaction_id' is set
|
|
570
|
+
if @api_client.config.client_side_validation && portfolio_transaction_id.nil?
|
|
571
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_transaction_id' when calling PortfolioApi.delete_portfolio_transaction_using_delete"
|
|
572
|
+
end
|
|
573
|
+
# resource path
|
|
574
|
+
local_var_path = '/portfolio_transaction/{portfolio_transaction_id}'.sub('{' + 'portfolio_transaction_id' + '}', portfolio_transaction_id.to_s)
|
|
575
|
+
|
|
576
|
+
# query parameters
|
|
577
|
+
query_params = {}
|
|
578
|
+
|
|
579
|
+
# header parameters
|
|
580
|
+
header_params = {}
|
|
581
|
+
# HTTP header 'Accept' (if needed)
|
|
582
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
583
|
+
|
|
584
|
+
# form parameters
|
|
585
|
+
form_params = {}
|
|
586
|
+
|
|
587
|
+
# http body (model)
|
|
588
|
+
post_body = nil
|
|
589
|
+
auth_names = ['oauth2']
|
|
590
|
+
data, status_code, headers = @api_client.call_api(:DELETE, local_var_path,
|
|
591
|
+
:header_params => header_params,
|
|
592
|
+
:query_params => query_params,
|
|
593
|
+
:form_params => form_params,
|
|
594
|
+
:body => post_body,
|
|
595
|
+
:auth_names => auth_names)
|
|
596
|
+
if @api_client.config.debugging
|
|
597
|
+
@api_client.config.logger.debug "API called: PortfolioApi#delete_portfolio_transaction_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
598
|
+
end
|
|
599
|
+
return data, status_code, headers
|
|
600
|
+
end
|
|
601
|
+
# Delete a portfolio
|
|
602
|
+
# Permanently delete a portfolio for an account.
|
|
603
|
+
# @param portfolio_id UUID portfolio_id
|
|
604
|
+
# @param [Hash] opts the optional parameters
|
|
605
|
+
# @return [nil]
|
|
606
|
+
def delete_portfolio_using_delete(portfolio_id, opts = {})
|
|
607
|
+
delete_portfolio_using_delete_with_http_info(portfolio_id, opts)
|
|
608
|
+
nil
|
|
609
|
+
end
|
|
610
|
+
|
|
611
|
+
# Delete a portfolio
|
|
612
|
+
# Permanently delete a portfolio for an account.
|
|
613
|
+
# @param portfolio_id UUID portfolio_id
|
|
614
|
+
# @param [Hash] opts the optional parameters
|
|
615
|
+
# @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
|
|
616
|
+
def delete_portfolio_using_delete_with_http_info(portfolio_id, opts = {})
|
|
617
|
+
if @api_client.config.debugging
|
|
618
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.delete_portfolio_using_delete ...'
|
|
619
|
+
end
|
|
620
|
+
# verify the required parameter 'portfolio_id' is set
|
|
621
|
+
if @api_client.config.client_side_validation && portfolio_id.nil?
|
|
622
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_id' when calling PortfolioApi.delete_portfolio_using_delete"
|
|
623
|
+
end
|
|
624
|
+
# resource path
|
|
625
|
+
local_var_path = '/portfolio/{portfolio_id}'.sub('{' + 'portfolio_id' + '}', portfolio_id.to_s)
|
|
626
|
+
|
|
627
|
+
# query parameters
|
|
628
|
+
query_params = {}
|
|
629
|
+
|
|
630
|
+
# header parameters
|
|
631
|
+
header_params = {}
|
|
632
|
+
# HTTP header 'Accept' (if needed)
|
|
633
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
634
|
+
|
|
635
|
+
# form parameters
|
|
636
|
+
form_params = {}
|
|
637
|
+
|
|
638
|
+
# http body (model)
|
|
639
|
+
post_body = nil
|
|
640
|
+
auth_names = ['oauth2']
|
|
641
|
+
data, status_code, headers = @api_client.call_api(:DELETE, local_var_path,
|
|
642
|
+
:header_params => header_params,
|
|
643
|
+
:query_params => query_params,
|
|
644
|
+
:form_params => form_params,
|
|
645
|
+
:body => post_body,
|
|
646
|
+
:auth_names => auth_names)
|
|
647
|
+
if @api_client.config.debugging
|
|
648
|
+
@api_client.config.logger.debug "API called: PortfolioApi#delete_portfolio_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
649
|
+
end
|
|
650
|
+
return data, status_code, headers
|
|
651
|
+
end
|
|
652
|
+
# Retrieve an portfolio aggregate data
|
|
653
|
+
# Retrieve the information for a securities associated with a portfolio.
|
|
654
|
+
# @param portfolio_id Portfolio Id
|
|
655
|
+
# @param [Hash] opts the optional parameters
|
|
656
|
+
# @option opts [BOOLEAN] :show_asset_class true or false (default to true)
|
|
657
|
+
# @option opts [BOOLEAN] :show_category true or false (default to true)
|
|
658
|
+
# @option opts [BOOLEAN] :show_industry true or false (default to true)
|
|
659
|
+
# @option opts [BOOLEAN] :show_sector true or false (default to true)
|
|
660
|
+
# @option opts [BOOLEAN] :show_security_class true or false (default to true)
|
|
661
|
+
# @return [Object]
|
|
662
|
+
def get_portfolio_aggregated_data_using_get(portfolio_id, opts = {})
|
|
663
|
+
data, _status_code, _headers = get_portfolio_aggregated_data_using_get_with_http_info(portfolio_id, opts)
|
|
664
|
+
data
|
|
665
|
+
end
|
|
666
|
+
|
|
667
|
+
# Retrieve an portfolio aggregate data
|
|
668
|
+
# Retrieve the information for a securities associated with a portfolio.
|
|
669
|
+
# @param portfolio_id Portfolio Id
|
|
670
|
+
# @param [Hash] opts the optional parameters
|
|
671
|
+
# @option opts [BOOLEAN] :show_asset_class true or false
|
|
672
|
+
# @option opts [BOOLEAN] :show_category true or false
|
|
673
|
+
# @option opts [BOOLEAN] :show_industry true or false
|
|
674
|
+
# @option opts [BOOLEAN] :show_sector true or false
|
|
675
|
+
# @option opts [BOOLEAN] :show_security_class true or false
|
|
676
|
+
# @return [Array<(Object, Fixnum, Hash)>] Object data, response status code and response headers
|
|
677
|
+
def get_portfolio_aggregated_data_using_get_with_http_info(portfolio_id, opts = {})
|
|
678
|
+
if @api_client.config.debugging
|
|
679
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_aggregated_data_using_get ...'
|
|
680
|
+
end
|
|
681
|
+
# verify the required parameter 'portfolio_id' is set
|
|
682
|
+
if @api_client.config.client_side_validation && portfolio_id.nil?
|
|
683
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_id' when calling PortfolioApi.get_portfolio_aggregated_data_using_get"
|
|
684
|
+
end
|
|
685
|
+
# resource path
|
|
686
|
+
local_var_path = '/portfolio/{portfolio_id}/aggregate_data'.sub('{' + 'portfolio_id' + '}', portfolio_id.to_s)
|
|
687
|
+
|
|
688
|
+
# query parameters
|
|
689
|
+
query_params = {}
|
|
690
|
+
query_params[:'show_asset_class'] = opts[:'show_asset_class'] if !opts[:'show_asset_class'].nil?
|
|
691
|
+
query_params[:'show_category'] = opts[:'show_category'] if !opts[:'show_category'].nil?
|
|
692
|
+
query_params[:'show_industry'] = opts[:'show_industry'] if !opts[:'show_industry'].nil?
|
|
693
|
+
query_params[:'show_sector'] = opts[:'show_sector'] if !opts[:'show_sector'].nil?
|
|
694
|
+
query_params[:'show_security_class'] = opts[:'show_security_class'] if !opts[:'show_security_class'].nil?
|
|
695
|
+
|
|
696
|
+
# header parameters
|
|
697
|
+
header_params = {}
|
|
698
|
+
# HTTP header 'Accept' (if needed)
|
|
699
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
700
|
+
|
|
701
|
+
# form parameters
|
|
702
|
+
form_params = {}
|
|
703
|
+
|
|
704
|
+
# http body (model)
|
|
705
|
+
post_body = nil
|
|
706
|
+
auth_names = ['oauth2']
|
|
707
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
|
708
|
+
:header_params => header_params,
|
|
709
|
+
:query_params => query_params,
|
|
710
|
+
:form_params => form_params,
|
|
711
|
+
:body => post_body,
|
|
712
|
+
:auth_names => auth_names,
|
|
713
|
+
:return_type => 'Object')
|
|
714
|
+
if @api_client.config.debugging
|
|
715
|
+
@api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_aggregated_data_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
716
|
+
end
|
|
717
|
+
return data, status_code, headers
|
|
718
|
+
end
|
|
719
|
+
# List all portfolios
|
|
720
|
+
# Get the information for all portfolios assigned to all of your firm’s accounts.
|
|
721
|
+
# @param [Hash] opts the optional parameters
|
|
722
|
+
# @option opts [BOOLEAN] :ascending ascending (default to false)
|
|
723
|
+
# @option opts [String] :filter filter
|
|
724
|
+
# @option opts [String] :order_by order_by (default to update_date)
|
|
725
|
+
# @option opts [Integer] :page page (default to 0)
|
|
726
|
+
# @option opts [Integer] :size size (default to 25)
|
|
727
|
+
# @return [PagePortfolio]
|
|
728
|
+
def get_portfolio_all_using_get(opts = {})
|
|
729
|
+
data, _status_code, _headers = get_portfolio_all_using_get_with_http_info(opts)
|
|
730
|
+
data
|
|
731
|
+
end
|
|
732
|
+
|
|
733
|
+
# List all portfolios
|
|
734
|
+
# Get the information for all portfolios assigned to all of your firm’s accounts.
|
|
735
|
+
# @param [Hash] opts the optional parameters
|
|
736
|
+
# @option opts [BOOLEAN] :ascending ascending
|
|
737
|
+
# @option opts [String] :filter filter
|
|
738
|
+
# @option opts [String] :order_by order_by
|
|
739
|
+
# @option opts [Integer] :page page
|
|
740
|
+
# @option opts [Integer] :size size
|
|
741
|
+
# @return [Array<(PagePortfolio, Fixnum, Hash)>] PagePortfolio data, response status code and response headers
|
|
742
|
+
def get_portfolio_all_using_get_with_http_info(opts = {})
|
|
743
|
+
if @api_client.config.debugging
|
|
744
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_all_using_get ...'
|
|
745
|
+
end
|
|
746
|
+
# resource path
|
|
747
|
+
local_var_path = '/portfolio'
|
|
748
|
+
|
|
749
|
+
# query parameters
|
|
750
|
+
query_params = {}
|
|
751
|
+
query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil?
|
|
752
|
+
query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil?
|
|
753
|
+
query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil?
|
|
754
|
+
query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
|
|
755
|
+
query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil?
|
|
756
|
+
|
|
757
|
+
# header parameters
|
|
758
|
+
header_params = {}
|
|
759
|
+
# HTTP header 'Accept' (if needed)
|
|
760
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
761
|
+
|
|
762
|
+
# form parameters
|
|
763
|
+
form_params = {}
|
|
764
|
+
|
|
765
|
+
# http body (model)
|
|
766
|
+
post_body = nil
|
|
767
|
+
auth_names = ['oauth2']
|
|
768
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
|
769
|
+
:header_params => header_params,
|
|
770
|
+
:query_params => query_params,
|
|
771
|
+
:form_params => form_params,
|
|
772
|
+
:body => post_body,
|
|
773
|
+
:auth_names => auth_names,
|
|
774
|
+
:return_type => 'PagePortfolio')
|
|
775
|
+
if @api_client.config.debugging
|
|
776
|
+
@api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
777
|
+
end
|
|
778
|
+
return data, status_code, headers
|
|
779
|
+
end
|
|
780
|
+
# Retrieve a portfolio asset size
|
|
781
|
+
# Retrieve the information for a portfolio asset size record for a portfolio.
|
|
782
|
+
# @param [Hash] opts the optional parameters
|
|
783
|
+
# @option opts [BOOLEAN] :ascending ascending (default to false)
|
|
784
|
+
# @option opts [String] :currency_conversion currency_conversion
|
|
785
|
+
# @option opts [String] :filter filter
|
|
786
|
+
# @option opts [String] :order_by order_by (default to update_date)
|
|
787
|
+
# @option opts [Integer] :page page (default to 0)
|
|
788
|
+
# @option opts [Integer] :size size (default to 25)
|
|
789
|
+
# @return [PagePortfolioAssetSizeLog]
|
|
790
|
+
def get_portfolio_asset_size_all_using_get(opts = {})
|
|
791
|
+
data, _status_code, _headers = get_portfolio_asset_size_all_using_get_with_http_info(opts)
|
|
792
|
+
data
|
|
793
|
+
end
|
|
794
|
+
|
|
795
|
+
# Retrieve a portfolio asset size
|
|
796
|
+
# Retrieve the information for a portfolio asset size record for a portfolio.
|
|
797
|
+
# @param [Hash] opts the optional parameters
|
|
798
|
+
# @option opts [BOOLEAN] :ascending ascending
|
|
799
|
+
# @option opts [String] :currency_conversion currency_conversion
|
|
800
|
+
# @option opts [String] :filter filter
|
|
801
|
+
# @option opts [String] :order_by order_by
|
|
802
|
+
# @option opts [Integer] :page page
|
|
803
|
+
# @option opts [Integer] :size size
|
|
804
|
+
# @return [Array<(PagePortfolioAssetSizeLog, Fixnum, Hash)>] PagePortfolioAssetSizeLog data, response status code and response headers
|
|
805
|
+
def get_portfolio_asset_size_all_using_get_with_http_info(opts = {})
|
|
806
|
+
if @api_client.config.debugging
|
|
807
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_asset_size_all_using_get ...'
|
|
808
|
+
end
|
|
809
|
+
# resource path
|
|
810
|
+
local_var_path = '/portfolio_asset_size'
|
|
811
|
+
|
|
812
|
+
# query parameters
|
|
813
|
+
query_params = {}
|
|
814
|
+
query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil?
|
|
815
|
+
query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil?
|
|
816
|
+
query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil?
|
|
817
|
+
query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil?
|
|
818
|
+
query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
|
|
819
|
+
query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil?
|
|
820
|
+
|
|
821
|
+
# header parameters
|
|
822
|
+
header_params = {}
|
|
823
|
+
# HTTP header 'Accept' (if needed)
|
|
824
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
825
|
+
|
|
826
|
+
# form parameters
|
|
827
|
+
form_params = {}
|
|
828
|
+
|
|
829
|
+
# http body (model)
|
|
830
|
+
post_body = nil
|
|
831
|
+
auth_names = ['oauth2']
|
|
832
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
|
833
|
+
:header_params => header_params,
|
|
834
|
+
:query_params => query_params,
|
|
835
|
+
:form_params => form_params,
|
|
836
|
+
:body => post_body,
|
|
837
|
+
:auth_names => auth_names,
|
|
838
|
+
:return_type => 'PagePortfolioAssetSizeLog')
|
|
839
|
+
if @api_client.config.debugging
|
|
840
|
+
@api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_asset_size_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
841
|
+
end
|
|
842
|
+
return data, status_code, headers
|
|
843
|
+
end
|
|
844
|
+
# Retrieve a portfolio asset size
|
|
845
|
+
# Retrieve the information for a portfolio asset size record for a portfolio.
|
|
846
|
+
# @param portfolio_asset_size_id portfolio_asset_size_id
|
|
847
|
+
# @param [Hash] opts the optional parameters
|
|
848
|
+
# @option opts [String] :currency_conversion currency_conversion
|
|
849
|
+
# @return [PortfolioAssetSizeLog]
|
|
850
|
+
def get_portfolio_asset_size_using_get(portfolio_asset_size_id, opts = {})
|
|
851
|
+
data, _status_code, _headers = get_portfolio_asset_size_using_get_with_http_info(portfolio_asset_size_id, opts)
|
|
852
|
+
data
|
|
853
|
+
end
|
|
854
|
+
|
|
855
|
+
# Retrieve a portfolio asset size
|
|
856
|
+
# Retrieve the information for a portfolio asset size record for a portfolio.
|
|
857
|
+
# @param portfolio_asset_size_id portfolio_asset_size_id
|
|
858
|
+
# @param [Hash] opts the optional parameters
|
|
859
|
+
# @option opts [String] :currency_conversion currency_conversion
|
|
860
|
+
# @return [Array<(PortfolioAssetSizeLog, Fixnum, Hash)>] PortfolioAssetSizeLog data, response status code and response headers
|
|
861
|
+
def get_portfolio_asset_size_using_get_with_http_info(portfolio_asset_size_id, opts = {})
|
|
862
|
+
if @api_client.config.debugging
|
|
863
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_asset_size_using_get ...'
|
|
864
|
+
end
|
|
865
|
+
# verify the required parameter 'portfolio_asset_size_id' is set
|
|
866
|
+
if @api_client.config.client_side_validation && portfolio_asset_size_id.nil?
|
|
867
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_asset_size_id' when calling PortfolioApi.get_portfolio_asset_size_using_get"
|
|
868
|
+
end
|
|
869
|
+
# resource path
|
|
870
|
+
local_var_path = '/portfolio_asset_size/{portfolio_asset_size_id}'.sub('{' + 'portfolio_asset_size_id' + '}', portfolio_asset_size_id.to_s)
|
|
871
|
+
|
|
872
|
+
# query parameters
|
|
873
|
+
query_params = {}
|
|
874
|
+
query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil?
|
|
875
|
+
|
|
876
|
+
# header parameters
|
|
877
|
+
header_params = {}
|
|
878
|
+
# HTTP header 'Accept' (if needed)
|
|
879
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
880
|
+
|
|
881
|
+
# form parameters
|
|
882
|
+
form_params = {}
|
|
883
|
+
|
|
884
|
+
# http body (model)
|
|
885
|
+
post_body = nil
|
|
886
|
+
auth_names = ['oauth2']
|
|
887
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
|
888
|
+
:header_params => header_params,
|
|
889
|
+
:query_params => query_params,
|
|
890
|
+
:form_params => form_params,
|
|
891
|
+
:body => post_body,
|
|
892
|
+
:auth_names => auth_names,
|
|
893
|
+
:return_type => 'PortfolioAssetSizeLog')
|
|
894
|
+
if @api_client.config.debugging
|
|
895
|
+
@api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_asset_size_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
896
|
+
end
|
|
897
|
+
return data, status_code, headers
|
|
898
|
+
end
|
|
899
|
+
# List all portfolio commentary
|
|
900
|
+
# List all comments for all portfolios defined for your firm.
|
|
901
|
+
# @param [Hash] opts the optional parameters
|
|
902
|
+
# @option opts [BOOLEAN] :ascending ascending (default to false)
|
|
903
|
+
# @option opts [String] :filter filter
|
|
904
|
+
# @option opts [String] :order_by order_by (default to update_date)
|
|
905
|
+
# @option opts [Integer] :page page (default to 0)
|
|
906
|
+
# @option opts [Integer] :size size (default to 25)
|
|
907
|
+
# @return [PagePortfolioComment]
|
|
908
|
+
def get_portfolio_comment_all_using_get(opts = {})
|
|
909
|
+
data, _status_code, _headers = get_portfolio_comment_all_using_get_with_http_info(opts)
|
|
910
|
+
data
|
|
911
|
+
end
|
|
912
|
+
|
|
913
|
+
# List all portfolio commentary
|
|
914
|
+
# List all comments for all portfolios defined for your firm.
|
|
915
|
+
# @param [Hash] opts the optional parameters
|
|
916
|
+
# @option opts [BOOLEAN] :ascending ascending
|
|
917
|
+
# @option opts [String] :filter filter
|
|
918
|
+
# @option opts [String] :order_by order_by
|
|
919
|
+
# @option opts [Integer] :page page
|
|
920
|
+
# @option opts [Integer] :size size
|
|
921
|
+
# @return [Array<(PagePortfolioComment, Fixnum, Hash)>] PagePortfolioComment data, response status code and response headers
|
|
922
|
+
def get_portfolio_comment_all_using_get_with_http_info(opts = {})
|
|
923
|
+
if @api_client.config.debugging
|
|
924
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_comment_all_using_get ...'
|
|
925
|
+
end
|
|
926
|
+
# resource path
|
|
927
|
+
local_var_path = '/portfolio_comment'
|
|
928
|
+
|
|
929
|
+
# query parameters
|
|
930
|
+
query_params = {}
|
|
931
|
+
query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil?
|
|
932
|
+
query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil?
|
|
933
|
+
query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil?
|
|
934
|
+
query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
|
|
935
|
+
query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil?
|
|
936
|
+
|
|
937
|
+
# header parameters
|
|
938
|
+
header_params = {}
|
|
939
|
+
# HTTP header 'Accept' (if needed)
|
|
940
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
941
|
+
|
|
942
|
+
# form parameters
|
|
943
|
+
form_params = {}
|
|
944
|
+
|
|
945
|
+
# http body (model)
|
|
946
|
+
post_body = nil
|
|
947
|
+
auth_names = ['oauth2']
|
|
948
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
|
949
|
+
:header_params => header_params,
|
|
950
|
+
:query_params => query_params,
|
|
951
|
+
:form_params => form_params,
|
|
952
|
+
:body => post_body,
|
|
953
|
+
:auth_names => auth_names,
|
|
954
|
+
:return_type => 'PagePortfolioComment')
|
|
955
|
+
if @api_client.config.debugging
|
|
956
|
+
@api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_comment_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
957
|
+
end
|
|
958
|
+
return data, status_code, headers
|
|
959
|
+
end
|
|
960
|
+
# Retrieve a portfolio commentary
|
|
961
|
+
# Retrieve the information for a portfolio comment for a portfolio.
|
|
962
|
+
# @param portfolio_comment_id UUID portfolio_comment_id
|
|
963
|
+
# @param [Hash] opts the optional parameters
|
|
964
|
+
# @return [PortfolioComment]
|
|
965
|
+
def get_portfolio_comment_using_get(portfolio_comment_id, opts = {})
|
|
966
|
+
data, _status_code, _headers = get_portfolio_comment_using_get_with_http_info(portfolio_comment_id, opts)
|
|
967
|
+
data
|
|
968
|
+
end
|
|
969
|
+
|
|
970
|
+
# Retrieve a portfolio commentary
|
|
971
|
+
# Retrieve the information for a portfolio comment for a portfolio.
|
|
972
|
+
# @param portfolio_comment_id UUID portfolio_comment_id
|
|
973
|
+
# @param [Hash] opts the optional parameters
|
|
974
|
+
# @return [Array<(PortfolioComment, Fixnum, Hash)>] PortfolioComment data, response status code and response headers
|
|
975
|
+
def get_portfolio_comment_using_get_with_http_info(portfolio_comment_id, opts = {})
|
|
976
|
+
if @api_client.config.debugging
|
|
977
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_comment_using_get ...'
|
|
978
|
+
end
|
|
979
|
+
# verify the required parameter 'portfolio_comment_id' is set
|
|
980
|
+
if @api_client.config.client_side_validation && portfolio_comment_id.nil?
|
|
981
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_comment_id' when calling PortfolioApi.get_portfolio_comment_using_get"
|
|
982
|
+
end
|
|
983
|
+
# resource path
|
|
984
|
+
local_var_path = '/portfolio_comment/{portfolio_comment_id}'.sub('{' + 'portfolio_comment_id' + '}', portfolio_comment_id.to_s)
|
|
985
|
+
|
|
986
|
+
# query parameters
|
|
987
|
+
query_params = {}
|
|
988
|
+
|
|
989
|
+
# header parameters
|
|
990
|
+
header_params = {}
|
|
991
|
+
# HTTP header 'Accept' (if needed)
|
|
992
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
993
|
+
|
|
994
|
+
# form parameters
|
|
995
|
+
form_params = {}
|
|
996
|
+
|
|
997
|
+
# http body (model)
|
|
998
|
+
post_body = nil
|
|
999
|
+
auth_names = ['oauth2']
|
|
1000
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
|
1001
|
+
:header_params => header_params,
|
|
1002
|
+
:query_params => query_params,
|
|
1003
|
+
:form_params => form_params,
|
|
1004
|
+
:body => post_body,
|
|
1005
|
+
:auth_names => auth_names,
|
|
1006
|
+
:return_type => 'PortfolioComment')
|
|
1007
|
+
if @api_client.config.debugging
|
|
1008
|
+
@api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_comment_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
1009
|
+
end
|
|
1010
|
+
return data, status_code, headers
|
|
1011
|
+
end
|
|
1012
|
+
# List all portfolio goals
|
|
1013
|
+
# Get information for all portfolio-goal mappings defined for your firm.
|
|
1014
|
+
# @param [Hash] opts the optional parameters
|
|
1015
|
+
# @option opts [BOOLEAN] :ascending ascending (default to false)
|
|
1016
|
+
# @option opts [String] :filter filter
|
|
1017
|
+
# @option opts [String] :order_by order_by (default to update_date)
|
|
1018
|
+
# @option opts [Integer] :page page (default to 0)
|
|
1019
|
+
# @option opts [Integer] :size size (default to 25)
|
|
1020
|
+
# @return [PagePortfolioGoal]
|
|
1021
|
+
def get_portfolio_goal_all_using_get(opts = {})
|
|
1022
|
+
data, _status_code, _headers = get_portfolio_goal_all_using_get_with_http_info(opts)
|
|
1023
|
+
data
|
|
1024
|
+
end
|
|
1025
|
+
|
|
1026
|
+
# List all portfolio goals
|
|
1027
|
+
# Get information for all portfolio-goal mappings defined for your firm.
|
|
1028
|
+
# @param [Hash] opts the optional parameters
|
|
1029
|
+
# @option opts [BOOLEAN] :ascending ascending
|
|
1030
|
+
# @option opts [String] :filter filter
|
|
1031
|
+
# @option opts [String] :order_by order_by
|
|
1032
|
+
# @option opts [Integer] :page page
|
|
1033
|
+
# @option opts [Integer] :size size
|
|
1034
|
+
# @return [Array<(PagePortfolioGoal, Fixnum, Hash)>] PagePortfolioGoal data, response status code and response headers
|
|
1035
|
+
def get_portfolio_goal_all_using_get_with_http_info(opts = {})
|
|
1036
|
+
if @api_client.config.debugging
|
|
1037
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_goal_all_using_get ...'
|
|
1038
|
+
end
|
|
1039
|
+
# resource path
|
|
1040
|
+
local_var_path = '/portfolio_goal'
|
|
1041
|
+
|
|
1042
|
+
# query parameters
|
|
1043
|
+
query_params = {}
|
|
1044
|
+
query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil?
|
|
1045
|
+
query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil?
|
|
1046
|
+
query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil?
|
|
1047
|
+
query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
|
|
1048
|
+
query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil?
|
|
1049
|
+
|
|
1050
|
+
# header parameters
|
|
1051
|
+
header_params = {}
|
|
1052
|
+
# HTTP header 'Accept' (if needed)
|
|
1053
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
1054
|
+
|
|
1055
|
+
# form parameters
|
|
1056
|
+
form_params = {}
|
|
1057
|
+
|
|
1058
|
+
# http body (model)
|
|
1059
|
+
post_body = nil
|
|
1060
|
+
auth_names = ['oauth2']
|
|
1061
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
|
1062
|
+
:header_params => header_params,
|
|
1063
|
+
:query_params => query_params,
|
|
1064
|
+
:form_params => form_params,
|
|
1065
|
+
:body => post_body,
|
|
1066
|
+
:auth_names => auth_names,
|
|
1067
|
+
:return_type => 'PagePortfolioGoal')
|
|
1068
|
+
if @api_client.config.debugging
|
|
1069
|
+
@api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_goal_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
1070
|
+
end
|
|
1071
|
+
return data, status_code, headers
|
|
1072
|
+
end
|
|
1073
|
+
# Retrieve an portfolio goal
|
|
1074
|
+
# Retrieve the information for a specific portfolio-goal mapping.
|
|
1075
|
+
# @param portfolio_goal_id UUID portfolio_goal_id
|
|
1076
|
+
# @param [Hash] opts the optional parameters
|
|
1077
|
+
# @return [PortfolioGoal]
|
|
1078
|
+
def get_portfolio_goal_using_get(portfolio_goal_id, opts = {})
|
|
1079
|
+
data, _status_code, _headers = get_portfolio_goal_using_get_with_http_info(portfolio_goal_id, opts)
|
|
1080
|
+
data
|
|
1081
|
+
end
|
|
1082
|
+
|
|
1083
|
+
# Retrieve an portfolio goal
|
|
1084
|
+
# Retrieve the information for a specific portfolio-goal mapping.
|
|
1085
|
+
# @param portfolio_goal_id UUID portfolio_goal_id
|
|
1086
|
+
# @param [Hash] opts the optional parameters
|
|
1087
|
+
# @return [Array<(PortfolioGoal, Fixnum, Hash)>] PortfolioGoal data, response status code and response headers
|
|
1088
|
+
def get_portfolio_goal_using_get_with_http_info(portfolio_goal_id, opts = {})
|
|
1089
|
+
if @api_client.config.debugging
|
|
1090
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_goal_using_get ...'
|
|
1091
|
+
end
|
|
1092
|
+
# verify the required parameter 'portfolio_goal_id' is set
|
|
1093
|
+
if @api_client.config.client_side_validation && portfolio_goal_id.nil?
|
|
1094
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_goal_id' when calling PortfolioApi.get_portfolio_goal_using_get"
|
|
1095
|
+
end
|
|
1096
|
+
# resource path
|
|
1097
|
+
local_var_path = '/portfolio_goal/{portfolio_goal_id}'.sub('{' + 'portfolio_goal_id' + '}', portfolio_goal_id.to_s)
|
|
1098
|
+
|
|
1099
|
+
# query parameters
|
|
1100
|
+
query_params = {}
|
|
1101
|
+
|
|
1102
|
+
# header parameters
|
|
1103
|
+
header_params = {}
|
|
1104
|
+
# HTTP header 'Accept' (if needed)
|
|
1105
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
1106
|
+
|
|
1107
|
+
# form parameters
|
|
1108
|
+
form_params = {}
|
|
1109
|
+
|
|
1110
|
+
# http body (model)
|
|
1111
|
+
post_body = nil
|
|
1112
|
+
auth_names = ['oauth2']
|
|
1113
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
|
1114
|
+
:header_params => header_params,
|
|
1115
|
+
:query_params => query_params,
|
|
1116
|
+
:form_params => form_params,
|
|
1117
|
+
:body => post_body,
|
|
1118
|
+
:auth_names => auth_names,
|
|
1119
|
+
:return_type => 'PortfolioGoal')
|
|
1120
|
+
if @api_client.config.debugging
|
|
1121
|
+
@api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_goal_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
1122
|
+
end
|
|
1123
|
+
return data, status_code, headers
|
|
1124
|
+
end
|
|
1125
|
+
# List all portfolio holdings
|
|
1126
|
+
# Get the information for all holding records for all portfolios defined for your firm.
|
|
1127
|
+
# @param [Hash] opts the optional parameters
|
|
1128
|
+
# @option opts [BOOLEAN] :ascending ascending (default to false)
|
|
1129
|
+
# @option opts [String] :currency_conversion currency_conversion
|
|
1130
|
+
# @option opts [String] :filter filter
|
|
1131
|
+
# @option opts [String] :order_by order_by (default to update_date)
|
|
1132
|
+
# @option opts [Integer] :page page (default to 0)
|
|
1133
|
+
# @option opts [Integer] :size size (default to 25)
|
|
1134
|
+
# @return [PagePortfolioHoldingLog]
|
|
1135
|
+
def get_portfolio_holding_all_using_get(opts = {})
|
|
1136
|
+
data, _status_code, _headers = get_portfolio_holding_all_using_get_with_http_info(opts)
|
|
1137
|
+
data
|
|
1138
|
+
end
|
|
1139
|
+
|
|
1140
|
+
# List all portfolio holdings
|
|
1141
|
+
# Get the information for all holding records for all portfolios defined for your firm.
|
|
1142
|
+
# @param [Hash] opts the optional parameters
|
|
1143
|
+
# @option opts [BOOLEAN] :ascending ascending
|
|
1144
|
+
# @option opts [String] :currency_conversion currency_conversion
|
|
1145
|
+
# @option opts [String] :filter filter
|
|
1146
|
+
# @option opts [String] :order_by order_by
|
|
1147
|
+
# @option opts [Integer] :page page
|
|
1148
|
+
# @option opts [Integer] :size size
|
|
1149
|
+
# @return [Array<(PagePortfolioHoldingLog, Fixnum, Hash)>] PagePortfolioHoldingLog data, response status code and response headers
|
|
1150
|
+
def get_portfolio_holding_all_using_get_with_http_info(opts = {})
|
|
1151
|
+
if @api_client.config.debugging
|
|
1152
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_holding_all_using_get ...'
|
|
1153
|
+
end
|
|
1154
|
+
# resource path
|
|
1155
|
+
local_var_path = '/portfolio_holding'
|
|
1156
|
+
|
|
1157
|
+
# query parameters
|
|
1158
|
+
query_params = {}
|
|
1159
|
+
query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil?
|
|
1160
|
+
query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil?
|
|
1161
|
+
query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil?
|
|
1162
|
+
query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil?
|
|
1163
|
+
query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
|
|
1164
|
+
query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil?
|
|
1165
|
+
|
|
1166
|
+
# header parameters
|
|
1167
|
+
header_params = {}
|
|
1168
|
+
# HTTP header 'Accept' (if needed)
|
|
1169
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
1170
|
+
|
|
1171
|
+
# form parameters
|
|
1172
|
+
form_params = {}
|
|
1173
|
+
|
|
1174
|
+
# http body (model)
|
|
1175
|
+
post_body = nil
|
|
1176
|
+
auth_names = ['oauth2']
|
|
1177
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
|
1178
|
+
:header_params => header_params,
|
|
1179
|
+
:query_params => query_params,
|
|
1180
|
+
:form_params => form_params,
|
|
1181
|
+
:body => post_body,
|
|
1182
|
+
:auth_names => auth_names,
|
|
1183
|
+
:return_type => 'PagePortfolioHoldingLog')
|
|
1184
|
+
if @api_client.config.debugging
|
|
1185
|
+
@api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_holding_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
1186
|
+
end
|
|
1187
|
+
return data, status_code, headers
|
|
1188
|
+
end
|
|
1189
|
+
# Retrieve a portfolio holding
|
|
1190
|
+
# Retrieve the information for a portfolio holding record for a portfolio.
|
|
1191
|
+
# @param portfolio_holding_id UUID portfolio_holding_id
|
|
1192
|
+
# @param [Hash] opts the optional parameters
|
|
1193
|
+
# @option opts [String] :currency_conversion USD
|
|
1194
|
+
# @return [PortfolioHoldingLog]
|
|
1195
|
+
def get_portfolio_holding_using_get(portfolio_holding_id, opts = {})
|
|
1196
|
+
data, _status_code, _headers = get_portfolio_holding_using_get_with_http_info(portfolio_holding_id, opts)
|
|
1197
|
+
data
|
|
1198
|
+
end
|
|
1199
|
+
|
|
1200
|
+
# Retrieve a portfolio holding
|
|
1201
|
+
# Retrieve the information for a portfolio holding record for a portfolio.
|
|
1202
|
+
# @param portfolio_holding_id UUID portfolio_holding_id
|
|
1203
|
+
# @param [Hash] opts the optional parameters
|
|
1204
|
+
# @option opts [String] :currency_conversion USD
|
|
1205
|
+
# @return [Array<(PortfolioHoldingLog, Fixnum, Hash)>] PortfolioHoldingLog data, response status code and response headers
|
|
1206
|
+
def get_portfolio_holding_using_get_with_http_info(portfolio_holding_id, opts = {})
|
|
1207
|
+
if @api_client.config.debugging
|
|
1208
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_holding_using_get ...'
|
|
1209
|
+
end
|
|
1210
|
+
# verify the required parameter 'portfolio_holding_id' is set
|
|
1211
|
+
if @api_client.config.client_side_validation && portfolio_holding_id.nil?
|
|
1212
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_holding_id' when calling PortfolioApi.get_portfolio_holding_using_get"
|
|
1213
|
+
end
|
|
1214
|
+
# resource path
|
|
1215
|
+
local_var_path = '/portfolio_holding/{portfolio_holding_id}'.sub('{' + 'portfolio_holding_id' + '}', portfolio_holding_id.to_s)
|
|
1216
|
+
|
|
1217
|
+
# query parameters
|
|
1218
|
+
query_params = {}
|
|
1219
|
+
query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil?
|
|
1220
|
+
|
|
1221
|
+
# header parameters
|
|
1222
|
+
header_params = {}
|
|
1223
|
+
# HTTP header 'Accept' (if needed)
|
|
1224
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
1225
|
+
|
|
1226
|
+
# form parameters
|
|
1227
|
+
form_params = {}
|
|
1228
|
+
|
|
1229
|
+
# http body (model)
|
|
1230
|
+
post_body = nil
|
|
1231
|
+
auth_names = ['oauth2']
|
|
1232
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
|
1233
|
+
:header_params => header_params,
|
|
1234
|
+
:query_params => query_params,
|
|
1235
|
+
:form_params => form_params,
|
|
1236
|
+
:body => post_body,
|
|
1237
|
+
:auth_names => auth_names,
|
|
1238
|
+
:return_type => 'PortfolioHoldingLog')
|
|
1239
|
+
if @api_client.config.debugging
|
|
1240
|
+
@api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_holding_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
1241
|
+
end
|
|
1242
|
+
return data, status_code, headers
|
|
1243
|
+
end
|
|
1244
|
+
# List all portfolio transactions
|
|
1245
|
+
# Get the information for all transaction records for all portfolios defined for your firm.
|
|
1246
|
+
# @param [Hash] opts the optional parameters
|
|
1247
|
+
# @option opts [BOOLEAN] :ascending ascending (default to false)
|
|
1248
|
+
# @option opts [String] :currency_conversion currency_conversion
|
|
1249
|
+
# @option opts [String] :filter filter
|
|
1250
|
+
# @option opts [String] :order_by order_by (default to update_date)
|
|
1251
|
+
# @option opts [Integer] :page page (default to 0)
|
|
1252
|
+
# @option opts [Integer] :size size (default to 25)
|
|
1253
|
+
# @return [PagePortfolioTransaction]
|
|
1254
|
+
def get_portfolio_transaction_all_using_get(opts = {})
|
|
1255
|
+
data, _status_code, _headers = get_portfolio_transaction_all_using_get_with_http_info(opts)
|
|
1256
|
+
data
|
|
1257
|
+
end
|
|
1258
|
+
|
|
1259
|
+
# List all portfolio transactions
|
|
1260
|
+
# Get the information for all transaction records for all portfolios defined for your firm.
|
|
1261
|
+
# @param [Hash] opts the optional parameters
|
|
1262
|
+
# @option opts [BOOLEAN] :ascending ascending
|
|
1263
|
+
# @option opts [String] :currency_conversion currency_conversion
|
|
1264
|
+
# @option opts [String] :filter filter
|
|
1265
|
+
# @option opts [String] :order_by order_by
|
|
1266
|
+
# @option opts [Integer] :page page
|
|
1267
|
+
# @option opts [Integer] :size size
|
|
1268
|
+
# @return [Array<(PagePortfolioTransaction, Fixnum, Hash)>] PagePortfolioTransaction data, response status code and response headers
|
|
1269
|
+
def get_portfolio_transaction_all_using_get_with_http_info(opts = {})
|
|
1270
|
+
if @api_client.config.debugging
|
|
1271
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_transaction_all_using_get ...'
|
|
1272
|
+
end
|
|
1273
|
+
# resource path
|
|
1274
|
+
local_var_path = '/portfolio_transaction'
|
|
1275
|
+
|
|
1276
|
+
# query parameters
|
|
1277
|
+
query_params = {}
|
|
1278
|
+
query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil?
|
|
1279
|
+
query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil?
|
|
1280
|
+
query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil?
|
|
1281
|
+
query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil?
|
|
1282
|
+
query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
|
|
1283
|
+
query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil?
|
|
1284
|
+
|
|
1285
|
+
# header parameters
|
|
1286
|
+
header_params = {}
|
|
1287
|
+
# HTTP header 'Accept' (if needed)
|
|
1288
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
1289
|
+
|
|
1290
|
+
# form parameters
|
|
1291
|
+
form_params = {}
|
|
1292
|
+
|
|
1293
|
+
# http body (model)
|
|
1294
|
+
post_body = nil
|
|
1295
|
+
auth_names = ['oauth2']
|
|
1296
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
|
1297
|
+
:header_params => header_params,
|
|
1298
|
+
:query_params => query_params,
|
|
1299
|
+
:form_params => form_params,
|
|
1300
|
+
:body => post_body,
|
|
1301
|
+
:auth_names => auth_names,
|
|
1302
|
+
:return_type => 'PagePortfolioTransaction')
|
|
1303
|
+
if @api_client.config.debugging
|
|
1304
|
+
@api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_transaction_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
1305
|
+
end
|
|
1306
|
+
return data, status_code, headers
|
|
1307
|
+
end
|
|
1308
|
+
# Retrieve a portfolio transaction
|
|
1309
|
+
# Retrieve the information for a portfolio transaction record for a portfolio.
|
|
1310
|
+
# @param portfolio_transaction_id UUID portfolio_transaction_id
|
|
1311
|
+
# @param [Hash] opts the optional parameters
|
|
1312
|
+
# @option opts [String] :currency_conversion USD
|
|
1313
|
+
# @return [PortfolioTransaction]
|
|
1314
|
+
def get_portfolio_transaction_using_get(portfolio_transaction_id, opts = {})
|
|
1315
|
+
data, _status_code, _headers = get_portfolio_transaction_using_get_with_http_info(portfolio_transaction_id, opts)
|
|
1316
|
+
data
|
|
1317
|
+
end
|
|
1318
|
+
|
|
1319
|
+
# Retrieve a portfolio transaction
|
|
1320
|
+
# Retrieve the information for a portfolio transaction record for a portfolio.
|
|
1321
|
+
# @param portfolio_transaction_id UUID portfolio_transaction_id
|
|
1322
|
+
# @param [Hash] opts the optional parameters
|
|
1323
|
+
# @option opts [String] :currency_conversion USD
|
|
1324
|
+
# @return [Array<(PortfolioTransaction, Fixnum, Hash)>] PortfolioTransaction data, response status code and response headers
|
|
1325
|
+
def get_portfolio_transaction_using_get_with_http_info(portfolio_transaction_id, opts = {})
|
|
1326
|
+
if @api_client.config.debugging
|
|
1327
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_transaction_using_get ...'
|
|
1328
|
+
end
|
|
1329
|
+
# verify the required parameter 'portfolio_transaction_id' is set
|
|
1330
|
+
if @api_client.config.client_side_validation && portfolio_transaction_id.nil?
|
|
1331
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_transaction_id' when calling PortfolioApi.get_portfolio_transaction_using_get"
|
|
1332
|
+
end
|
|
1333
|
+
# resource path
|
|
1334
|
+
local_var_path = '/portfolio_transaction/{portfolio_transaction_id}'.sub('{' + 'portfolio_transaction_id' + '}', portfolio_transaction_id.to_s)
|
|
1335
|
+
|
|
1336
|
+
# query parameters
|
|
1337
|
+
query_params = {}
|
|
1338
|
+
query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil?
|
|
1339
|
+
|
|
1340
|
+
# header parameters
|
|
1341
|
+
header_params = {}
|
|
1342
|
+
# HTTP header 'Accept' (if needed)
|
|
1343
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
1344
|
+
|
|
1345
|
+
# form parameters
|
|
1346
|
+
form_params = {}
|
|
1347
|
+
|
|
1348
|
+
# http body (model)
|
|
1349
|
+
post_body = nil
|
|
1350
|
+
auth_names = ['oauth2']
|
|
1351
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
|
1352
|
+
:header_params => header_params,
|
|
1353
|
+
:query_params => query_params,
|
|
1354
|
+
:form_params => form_params,
|
|
1355
|
+
:body => post_body,
|
|
1356
|
+
:auth_names => auth_names,
|
|
1357
|
+
:return_type => 'PortfolioTransaction')
|
|
1358
|
+
if @api_client.config.debugging
|
|
1359
|
+
@api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_transaction_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
1360
|
+
end
|
|
1361
|
+
return data, status_code, headers
|
|
1362
|
+
end
|
|
1363
|
+
# Retrieve a portfolio
|
|
1364
|
+
# Retrieve a portfolio for an account.
|
|
1365
|
+
# @param portfolio_id UUID portfolio_id
|
|
1366
|
+
# @param [Hash] opts the optional parameters
|
|
1367
|
+
# @return [Portfolio]
|
|
1368
|
+
def get_portfolio_using_get(portfolio_id, opts = {})
|
|
1369
|
+
data, _status_code, _headers = get_portfolio_using_get_with_http_info(portfolio_id, opts)
|
|
1370
|
+
data
|
|
1371
|
+
end
|
|
1372
|
+
|
|
1373
|
+
# Retrieve a portfolio
|
|
1374
|
+
# Retrieve a portfolio for an account.
|
|
1375
|
+
# @param portfolio_id UUID portfolio_id
|
|
1376
|
+
# @param [Hash] opts the optional parameters
|
|
1377
|
+
# @return [Array<(Portfolio, Fixnum, Hash)>] Portfolio data, response status code and response headers
|
|
1378
|
+
def get_portfolio_using_get_with_http_info(portfolio_id, opts = {})
|
|
1379
|
+
if @api_client.config.debugging
|
|
1380
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_using_get ...'
|
|
1381
|
+
end
|
|
1382
|
+
# verify the required parameter 'portfolio_id' is set
|
|
1383
|
+
if @api_client.config.client_side_validation && portfolio_id.nil?
|
|
1384
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_id' when calling PortfolioApi.get_portfolio_using_get"
|
|
1385
|
+
end
|
|
1386
|
+
# resource path
|
|
1387
|
+
local_var_path = '/portfolio/{portfolio_id}'.sub('{' + 'portfolio_id' + '}', portfolio_id.to_s)
|
|
1388
|
+
|
|
1389
|
+
# query parameters
|
|
1390
|
+
query_params = {}
|
|
1391
|
+
|
|
1392
|
+
# header parameters
|
|
1393
|
+
header_params = {}
|
|
1394
|
+
# HTTP header 'Accept' (if needed)
|
|
1395
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
1396
|
+
|
|
1397
|
+
# form parameters
|
|
1398
|
+
form_params = {}
|
|
1399
|
+
|
|
1400
|
+
# http body (model)
|
|
1401
|
+
post_body = nil
|
|
1402
|
+
auth_names = ['oauth2']
|
|
1403
|
+
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
|
1404
|
+
:header_params => header_params,
|
|
1405
|
+
:query_params => query_params,
|
|
1406
|
+
:form_params => form_params,
|
|
1407
|
+
:body => post_body,
|
|
1408
|
+
:auth_names => auth_names,
|
|
1409
|
+
:return_type => 'Portfolio')
|
|
1410
|
+
if @api_client.config.debugging
|
|
1411
|
+
@api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
1412
|
+
end
|
|
1413
|
+
return data, status_code, headers
|
|
1414
|
+
end
|
|
1415
|
+
# Update a portfolio asset size
|
|
1416
|
+
# Update the information for a portfolio asset size record for a portfolio.
|
|
1417
|
+
# @param portfolio_asset_size portfolio_asset_size
|
|
1418
|
+
# @param portfolio_asset_size_id UUID portfolio_asset_size_id
|
|
1419
|
+
# @param [Hash] opts the optional parameters
|
|
1420
|
+
# @return [PortfolioAssetSizeLog]
|
|
1421
|
+
def update_portfolio_asset_size_using_put(portfolio_asset_size, portfolio_asset_size_id, opts = {})
|
|
1422
|
+
data, _status_code, _headers = update_portfolio_asset_size_using_put_with_http_info(portfolio_asset_size, portfolio_asset_size_id, opts)
|
|
1423
|
+
data
|
|
1424
|
+
end
|
|
1425
|
+
|
|
1426
|
+
# Update a portfolio asset size
|
|
1427
|
+
# Update the information for a portfolio asset size record for a portfolio.
|
|
1428
|
+
# @param portfolio_asset_size portfolio_asset_size
|
|
1429
|
+
# @param portfolio_asset_size_id UUID portfolio_asset_size_id
|
|
1430
|
+
# @param [Hash] opts the optional parameters
|
|
1431
|
+
# @return [Array<(PortfolioAssetSizeLog, Fixnum, Hash)>] PortfolioAssetSizeLog data, response status code and response headers
|
|
1432
|
+
def update_portfolio_asset_size_using_put_with_http_info(portfolio_asset_size, portfolio_asset_size_id, opts = {})
|
|
1433
|
+
if @api_client.config.debugging
|
|
1434
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.update_portfolio_asset_size_using_put ...'
|
|
1435
|
+
end
|
|
1436
|
+
# verify the required parameter 'portfolio_asset_size' is set
|
|
1437
|
+
if @api_client.config.client_side_validation && portfolio_asset_size.nil?
|
|
1438
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_asset_size' when calling PortfolioApi.update_portfolio_asset_size_using_put"
|
|
1439
|
+
end
|
|
1440
|
+
# verify the required parameter 'portfolio_asset_size_id' is set
|
|
1441
|
+
if @api_client.config.client_side_validation && portfolio_asset_size_id.nil?
|
|
1442
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_asset_size_id' when calling PortfolioApi.update_portfolio_asset_size_using_put"
|
|
1443
|
+
end
|
|
1444
|
+
# resource path
|
|
1445
|
+
local_var_path = '/portfolio_asset_size/{portfolio_asset_size_id}'.sub('{' + 'portfolio_asset_size_id' + '}', portfolio_asset_size_id.to_s)
|
|
1446
|
+
|
|
1447
|
+
# query parameters
|
|
1448
|
+
query_params = {}
|
|
1449
|
+
|
|
1450
|
+
# header parameters
|
|
1451
|
+
header_params = {}
|
|
1452
|
+
# HTTP header 'Accept' (if needed)
|
|
1453
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
1454
|
+
# HTTP header 'Content-Type'
|
|
1455
|
+
header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
|
|
1456
|
+
|
|
1457
|
+
# form parameters
|
|
1458
|
+
form_params = {}
|
|
1459
|
+
|
|
1460
|
+
# http body (model)
|
|
1461
|
+
post_body = @api_client.object_to_http_body(portfolio_asset_size)
|
|
1462
|
+
auth_names = ['oauth2']
|
|
1463
|
+
data, status_code, headers = @api_client.call_api(:PUT, local_var_path,
|
|
1464
|
+
:header_params => header_params,
|
|
1465
|
+
:query_params => query_params,
|
|
1466
|
+
:form_params => form_params,
|
|
1467
|
+
:body => post_body,
|
|
1468
|
+
:auth_names => auth_names,
|
|
1469
|
+
:return_type => 'PortfolioAssetSizeLog')
|
|
1470
|
+
if @api_client.config.debugging
|
|
1471
|
+
@api_client.config.logger.debug "API called: PortfolioApi#update_portfolio_asset_size_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
1472
|
+
end
|
|
1473
|
+
return data, status_code, headers
|
|
1474
|
+
end
|
|
1475
|
+
# Update a portfolio comment
|
|
1476
|
+
# Update the information for a portfolio comment for a portfolio.
|
|
1477
|
+
# @param portfolio_comment portfolio_comment
|
|
1478
|
+
# @param portfolio_comment_id UUID portfolio_comment_id
|
|
1479
|
+
# @param [Hash] opts the optional parameters
|
|
1480
|
+
# @return [PortfolioComment]
|
|
1481
|
+
def update_portfolio_comment_using_put(portfolio_comment, portfolio_comment_id, opts = {})
|
|
1482
|
+
data, _status_code, _headers = update_portfolio_comment_using_put_with_http_info(portfolio_comment, portfolio_comment_id, opts)
|
|
1483
|
+
data
|
|
1484
|
+
end
|
|
1485
|
+
|
|
1486
|
+
# Update a portfolio comment
|
|
1487
|
+
# Update the information for a portfolio comment for a portfolio.
|
|
1488
|
+
# @param portfolio_comment portfolio_comment
|
|
1489
|
+
# @param portfolio_comment_id UUID portfolio_comment_id
|
|
1490
|
+
# @param [Hash] opts the optional parameters
|
|
1491
|
+
# @return [Array<(PortfolioComment, Fixnum, Hash)>] PortfolioComment data, response status code and response headers
|
|
1492
|
+
def update_portfolio_comment_using_put_with_http_info(portfolio_comment, portfolio_comment_id, opts = {})
|
|
1493
|
+
if @api_client.config.debugging
|
|
1494
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.update_portfolio_comment_using_put ...'
|
|
1495
|
+
end
|
|
1496
|
+
# verify the required parameter 'portfolio_comment' is set
|
|
1497
|
+
if @api_client.config.client_side_validation && portfolio_comment.nil?
|
|
1498
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_comment' when calling PortfolioApi.update_portfolio_comment_using_put"
|
|
1499
|
+
end
|
|
1500
|
+
# verify the required parameter 'portfolio_comment_id' is set
|
|
1501
|
+
if @api_client.config.client_side_validation && portfolio_comment_id.nil?
|
|
1502
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_comment_id' when calling PortfolioApi.update_portfolio_comment_using_put"
|
|
1503
|
+
end
|
|
1504
|
+
# resource path
|
|
1505
|
+
local_var_path = '/portfolio_comment/{portfolio_comment_id}'.sub('{' + 'portfolio_comment_id' + '}', portfolio_comment_id.to_s)
|
|
1506
|
+
|
|
1507
|
+
# query parameters
|
|
1508
|
+
query_params = {}
|
|
1509
|
+
|
|
1510
|
+
# header parameters
|
|
1511
|
+
header_params = {}
|
|
1512
|
+
# HTTP header 'Accept' (if needed)
|
|
1513
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
1514
|
+
# HTTP header 'Content-Type'
|
|
1515
|
+
header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
|
|
1516
|
+
|
|
1517
|
+
# form parameters
|
|
1518
|
+
form_params = {}
|
|
1519
|
+
|
|
1520
|
+
# http body (model)
|
|
1521
|
+
post_body = @api_client.object_to_http_body(portfolio_comment)
|
|
1522
|
+
auth_names = ['oauth2']
|
|
1523
|
+
data, status_code, headers = @api_client.call_api(:PUT, local_var_path,
|
|
1524
|
+
:header_params => header_params,
|
|
1525
|
+
:query_params => query_params,
|
|
1526
|
+
:form_params => form_params,
|
|
1527
|
+
:body => post_body,
|
|
1528
|
+
:auth_names => auth_names,
|
|
1529
|
+
:return_type => 'PortfolioComment')
|
|
1530
|
+
if @api_client.config.debugging
|
|
1531
|
+
@api_client.config.logger.debug "API called: PortfolioApi#update_portfolio_comment_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
1532
|
+
end
|
|
1533
|
+
return data, status_code, headers
|
|
1534
|
+
end
|
|
1535
|
+
# Update an portfolio goal
|
|
1536
|
+
# Update the information for an portfolio-goal mapping.
|
|
1537
|
+
# @param portfolio_goal portfolio_goal
|
|
1538
|
+
# @param portfolio_goal_id UUID portfolio_goal_id
|
|
1539
|
+
# @param [Hash] opts the optional parameters
|
|
1540
|
+
# @return [PortfolioGoal]
|
|
1541
|
+
def update_portfolio_goal_using_put(portfolio_goal, portfolio_goal_id, opts = {})
|
|
1542
|
+
data, _status_code, _headers = update_portfolio_goal_using_put_with_http_info(portfolio_goal, portfolio_goal_id, opts)
|
|
1543
|
+
data
|
|
1544
|
+
end
|
|
1545
|
+
|
|
1546
|
+
# Update an portfolio goal
|
|
1547
|
+
# Update the information for an portfolio-goal mapping.
|
|
1548
|
+
# @param portfolio_goal portfolio_goal
|
|
1549
|
+
# @param portfolio_goal_id UUID portfolio_goal_id
|
|
1550
|
+
# @param [Hash] opts the optional parameters
|
|
1551
|
+
# @return [Array<(PortfolioGoal, Fixnum, Hash)>] PortfolioGoal data, response status code and response headers
|
|
1552
|
+
def update_portfolio_goal_using_put_with_http_info(portfolio_goal, portfolio_goal_id, opts = {})
|
|
1553
|
+
if @api_client.config.debugging
|
|
1554
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.update_portfolio_goal_using_put ...'
|
|
1555
|
+
end
|
|
1556
|
+
# verify the required parameter 'portfolio_goal' is set
|
|
1557
|
+
if @api_client.config.client_side_validation && portfolio_goal.nil?
|
|
1558
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_goal' when calling PortfolioApi.update_portfolio_goal_using_put"
|
|
1559
|
+
end
|
|
1560
|
+
# verify the required parameter 'portfolio_goal_id' is set
|
|
1561
|
+
if @api_client.config.client_side_validation && portfolio_goal_id.nil?
|
|
1562
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_goal_id' when calling PortfolioApi.update_portfolio_goal_using_put"
|
|
1563
|
+
end
|
|
1564
|
+
# resource path
|
|
1565
|
+
local_var_path = '/portfolio_goal/{portfolio_goal_id}'.sub('{' + 'portfolio_goal_id' + '}', portfolio_goal_id.to_s)
|
|
1566
|
+
|
|
1567
|
+
# query parameters
|
|
1568
|
+
query_params = {}
|
|
1569
|
+
|
|
1570
|
+
# header parameters
|
|
1571
|
+
header_params = {}
|
|
1572
|
+
# HTTP header 'Accept' (if needed)
|
|
1573
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
1574
|
+
# HTTP header 'Content-Type'
|
|
1575
|
+
header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
|
|
1576
|
+
|
|
1577
|
+
# form parameters
|
|
1578
|
+
form_params = {}
|
|
1579
|
+
|
|
1580
|
+
# http body (model)
|
|
1581
|
+
post_body = @api_client.object_to_http_body(portfolio_goal)
|
|
1582
|
+
auth_names = ['oauth2']
|
|
1583
|
+
data, status_code, headers = @api_client.call_api(:PUT, local_var_path,
|
|
1584
|
+
:header_params => header_params,
|
|
1585
|
+
:query_params => query_params,
|
|
1586
|
+
:form_params => form_params,
|
|
1587
|
+
:body => post_body,
|
|
1588
|
+
:auth_names => auth_names,
|
|
1589
|
+
:return_type => 'PortfolioGoal')
|
|
1590
|
+
if @api_client.config.debugging
|
|
1591
|
+
@api_client.config.logger.debug "API called: PortfolioApi#update_portfolio_goal_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
1592
|
+
end
|
|
1593
|
+
return data, status_code, headers
|
|
1594
|
+
end
|
|
1595
|
+
# Update a portfolio holding
|
|
1596
|
+
# Update the information for a portfolio holding record for a portfolio.
|
|
1597
|
+
# @param portfolio_holding portfolio_holding
|
|
1598
|
+
# @param portfolio_holding_id UUID portfolio_holding_id
|
|
1599
|
+
# @param [Hash] opts the optional parameters
|
|
1600
|
+
# @return [PortfolioHoldingLog]
|
|
1601
|
+
def update_portfolio_holding_using_put(portfolio_holding, portfolio_holding_id, opts = {})
|
|
1602
|
+
data, _status_code, _headers = update_portfolio_holding_using_put_with_http_info(portfolio_holding, portfolio_holding_id, opts)
|
|
1603
|
+
data
|
|
1604
|
+
end
|
|
1605
|
+
|
|
1606
|
+
# Update a portfolio holding
|
|
1607
|
+
# Update the information for a portfolio holding record for a portfolio.
|
|
1608
|
+
# @param portfolio_holding portfolio_holding
|
|
1609
|
+
# @param portfolio_holding_id UUID portfolio_holding_id
|
|
1610
|
+
# @param [Hash] opts the optional parameters
|
|
1611
|
+
# @return [Array<(PortfolioHoldingLog, Fixnum, Hash)>] PortfolioHoldingLog data, response status code and response headers
|
|
1612
|
+
def update_portfolio_holding_using_put_with_http_info(portfolio_holding, portfolio_holding_id, opts = {})
|
|
1613
|
+
if @api_client.config.debugging
|
|
1614
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.update_portfolio_holding_using_put ...'
|
|
1615
|
+
end
|
|
1616
|
+
# verify the required parameter 'portfolio_holding' is set
|
|
1617
|
+
if @api_client.config.client_side_validation && portfolio_holding.nil?
|
|
1618
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_holding' when calling PortfolioApi.update_portfolio_holding_using_put"
|
|
1619
|
+
end
|
|
1620
|
+
# verify the required parameter 'portfolio_holding_id' is set
|
|
1621
|
+
if @api_client.config.client_side_validation && portfolio_holding_id.nil?
|
|
1622
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_holding_id' when calling PortfolioApi.update_portfolio_holding_using_put"
|
|
1623
|
+
end
|
|
1624
|
+
# resource path
|
|
1625
|
+
local_var_path = '/portfolio_holding/{portfolio_holding_id}'.sub('{' + 'portfolio_holding_id' + '}', portfolio_holding_id.to_s)
|
|
1626
|
+
|
|
1627
|
+
# query parameters
|
|
1628
|
+
query_params = {}
|
|
1629
|
+
|
|
1630
|
+
# header parameters
|
|
1631
|
+
header_params = {}
|
|
1632
|
+
# HTTP header 'Accept' (if needed)
|
|
1633
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
1634
|
+
# HTTP header 'Content-Type'
|
|
1635
|
+
header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
|
|
1636
|
+
|
|
1637
|
+
# form parameters
|
|
1638
|
+
form_params = {}
|
|
1639
|
+
|
|
1640
|
+
# http body (model)
|
|
1641
|
+
post_body = @api_client.object_to_http_body(portfolio_holding)
|
|
1642
|
+
auth_names = ['oauth2']
|
|
1643
|
+
data, status_code, headers = @api_client.call_api(:PUT, local_var_path,
|
|
1644
|
+
:header_params => header_params,
|
|
1645
|
+
:query_params => query_params,
|
|
1646
|
+
:form_params => form_params,
|
|
1647
|
+
:body => post_body,
|
|
1648
|
+
:auth_names => auth_names,
|
|
1649
|
+
:return_type => 'PortfolioHoldingLog')
|
|
1650
|
+
if @api_client.config.debugging
|
|
1651
|
+
@api_client.config.logger.debug "API called: PortfolioApi#update_portfolio_holding_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
1652
|
+
end
|
|
1653
|
+
return data, status_code, headers
|
|
1654
|
+
end
|
|
1655
|
+
# Update a portfolio transaction
|
|
1656
|
+
# Update the information for a portfolio transaction record for a portfolio.
|
|
1657
|
+
# @param portfolio_transaction portfolio_transaction
|
|
1658
|
+
# @param portfolio_transaction_id UUID portfolio_transaction_id
|
|
1659
|
+
# @param [Hash] opts the optional parameters
|
|
1660
|
+
# @return [PortfolioTransaction]
|
|
1661
|
+
def update_portfolio_transaction_using_put(portfolio_transaction, portfolio_transaction_id, opts = {})
|
|
1662
|
+
data, _status_code, _headers = update_portfolio_transaction_using_put_with_http_info(portfolio_transaction, portfolio_transaction_id, opts)
|
|
1663
|
+
data
|
|
1664
|
+
end
|
|
1665
|
+
|
|
1666
|
+
# Update a portfolio transaction
|
|
1667
|
+
# Update the information for a portfolio transaction record for a portfolio.
|
|
1668
|
+
# @param portfolio_transaction portfolio_transaction
|
|
1669
|
+
# @param portfolio_transaction_id UUID portfolio_transaction_id
|
|
1670
|
+
# @param [Hash] opts the optional parameters
|
|
1671
|
+
# @return [Array<(PortfolioTransaction, Fixnum, Hash)>] PortfolioTransaction data, response status code and response headers
|
|
1672
|
+
def update_portfolio_transaction_using_put_with_http_info(portfolio_transaction, portfolio_transaction_id, opts = {})
|
|
1673
|
+
if @api_client.config.debugging
|
|
1674
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.update_portfolio_transaction_using_put ...'
|
|
1675
|
+
end
|
|
1676
|
+
# verify the required parameter 'portfolio_transaction' is set
|
|
1677
|
+
if @api_client.config.client_side_validation && portfolio_transaction.nil?
|
|
1678
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_transaction' when calling PortfolioApi.update_portfolio_transaction_using_put"
|
|
1679
|
+
end
|
|
1680
|
+
# verify the required parameter 'portfolio_transaction_id' is set
|
|
1681
|
+
if @api_client.config.client_side_validation && portfolio_transaction_id.nil?
|
|
1682
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_transaction_id' when calling PortfolioApi.update_portfolio_transaction_using_put"
|
|
1683
|
+
end
|
|
1684
|
+
# resource path
|
|
1685
|
+
local_var_path = '/portfolio_transaction/{portfolio_transaction_id}'.sub('{' + 'portfolio_transaction_id' + '}', portfolio_transaction_id.to_s)
|
|
1686
|
+
|
|
1687
|
+
# query parameters
|
|
1688
|
+
query_params = {}
|
|
1689
|
+
|
|
1690
|
+
# header parameters
|
|
1691
|
+
header_params = {}
|
|
1692
|
+
# HTTP header 'Accept' (if needed)
|
|
1693
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
1694
|
+
# HTTP header 'Content-Type'
|
|
1695
|
+
header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
|
|
1696
|
+
|
|
1697
|
+
# form parameters
|
|
1698
|
+
form_params = {}
|
|
1699
|
+
|
|
1700
|
+
# http body (model)
|
|
1701
|
+
post_body = @api_client.object_to_http_body(portfolio_transaction)
|
|
1702
|
+
auth_names = ['oauth2']
|
|
1703
|
+
data, status_code, headers = @api_client.call_api(:PUT, local_var_path,
|
|
1704
|
+
:header_params => header_params,
|
|
1705
|
+
:query_params => query_params,
|
|
1706
|
+
:form_params => form_params,
|
|
1707
|
+
:body => post_body,
|
|
1708
|
+
:auth_names => auth_names,
|
|
1709
|
+
:return_type => 'PortfolioTransaction')
|
|
1710
|
+
if @api_client.config.debugging
|
|
1711
|
+
@api_client.config.logger.debug "API called: PortfolioApi#update_portfolio_transaction_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
1712
|
+
end
|
|
1713
|
+
return data, status_code, headers
|
|
1714
|
+
end
|
|
1715
|
+
# Update a portfolio
|
|
1716
|
+
# Update a portfolio for an account.
|
|
1717
|
+
# @param portfolio portfolio
|
|
1718
|
+
# @param portfolio_id UUID portfolio_id
|
|
1719
|
+
# @param [Hash] opts the optional parameters
|
|
1720
|
+
# @return [Portfolio]
|
|
1721
|
+
def update_portfolio_using_put(portfolio, portfolio_id, opts = {})
|
|
1722
|
+
data, _status_code, _headers = update_portfolio_using_put_with_http_info(portfolio, portfolio_id, opts)
|
|
1723
|
+
data
|
|
1724
|
+
end
|
|
1725
|
+
|
|
1726
|
+
# Update a portfolio
|
|
1727
|
+
# Update a portfolio for an account.
|
|
1728
|
+
# @param portfolio portfolio
|
|
1729
|
+
# @param portfolio_id UUID portfolio_id
|
|
1730
|
+
# @param [Hash] opts the optional parameters
|
|
1731
|
+
# @return [Array<(Portfolio, Fixnum, Hash)>] Portfolio data, response status code and response headers
|
|
1732
|
+
def update_portfolio_using_put_with_http_info(portfolio, portfolio_id, opts = {})
|
|
1733
|
+
if @api_client.config.debugging
|
|
1734
|
+
@api_client.config.logger.debug 'Calling API: PortfolioApi.update_portfolio_using_put ...'
|
|
1735
|
+
end
|
|
1736
|
+
# verify the required parameter 'portfolio' is set
|
|
1737
|
+
if @api_client.config.client_side_validation && portfolio.nil?
|
|
1738
|
+
fail ArgumentError, "Missing the required parameter 'portfolio' when calling PortfolioApi.update_portfolio_using_put"
|
|
1739
|
+
end
|
|
1740
|
+
# verify the required parameter 'portfolio_id' is set
|
|
1741
|
+
if @api_client.config.client_side_validation && portfolio_id.nil?
|
|
1742
|
+
fail ArgumentError, "Missing the required parameter 'portfolio_id' when calling PortfolioApi.update_portfolio_using_put"
|
|
1743
|
+
end
|
|
1744
|
+
# resource path
|
|
1745
|
+
local_var_path = '/portfolio/{portfolio_id}'.sub('{' + 'portfolio_id' + '}', portfolio_id.to_s)
|
|
1746
|
+
|
|
1747
|
+
# query parameters
|
|
1748
|
+
query_params = {}
|
|
1749
|
+
|
|
1750
|
+
# header parameters
|
|
1751
|
+
header_params = {}
|
|
1752
|
+
# HTTP header 'Accept' (if needed)
|
|
1753
|
+
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
|
1754
|
+
# HTTP header 'Content-Type'
|
|
1755
|
+
header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
|
|
1756
|
+
|
|
1757
|
+
# form parameters
|
|
1758
|
+
form_params = {}
|
|
1759
|
+
|
|
1760
|
+
# http body (model)
|
|
1761
|
+
post_body = @api_client.object_to_http_body(portfolio)
|
|
1762
|
+
auth_names = ['oauth2']
|
|
1763
|
+
data, status_code, headers = @api_client.call_api(:PUT, local_var_path,
|
|
1764
|
+
:header_params => header_params,
|
|
1765
|
+
:query_params => query_params,
|
|
1766
|
+
:form_params => form_params,
|
|
1767
|
+
:body => post_body,
|
|
1768
|
+
:auth_names => auth_names,
|
|
1769
|
+
:return_type => 'Portfolio')
|
|
1770
|
+
if @api_client.config.debugging
|
|
1771
|
+
@api_client.config.logger.debug "API called: PortfolioApi#update_portfolio_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
1772
|
+
end
|
|
1773
|
+
return data, status_code, headers
|
|
1774
|
+
end
|
|
1775
|
+
end
|
|
1776
|
+
end
|