nucleus_api 1.8.0

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Files changed (805) hide show
  1. checksums.yaml +7 -0
  2. data/Gemfile +7 -0
  3. data/README.md +787 -0
  4. data/Rakefile +8 -0
  5. data/docs/Account.md +22 -0
  6. data/docs/AccountAllocationMapping.md +17 -0
  7. data/docs/AccountApi.md +1919 -0
  8. data/docs/AccountMap.md +9 -0
  9. data/docs/AccountPermissionVO.md +9 -0
  10. data/docs/AccountPortfolioRebalanceRequest.md +21 -0
  11. data/docs/AccountStatus.md +16 -0
  12. data/docs/AccountType.md +23 -0
  13. data/docs/AclClientPermissionVO.md +10 -0
  14. data/docs/AdminClient.md +18 -0
  15. data/docs/AdminClientApi.md +309 -0
  16. data/docs/AggregationAccount.md +30 -0
  17. data/docs/AggregationAccountApi.md +1702 -0
  18. data/docs/AggregationAccountBalance.md +18 -0
  19. data/docs/AggregationAccountHolding.md +26 -0
  20. data/docs/AggregationAccountTransaction.md +23 -0
  21. data/docs/AggregationAccountsMap.md +9 -0
  22. data/docs/Allocation.md +22 -0
  23. data/docs/AllocationAggregatedVO.md +13 -0
  24. data/docs/AllocationApi.md +872 -0
  25. data/docs/AllocationComposition.md +18 -0
  26. data/docs/AllocationCompositionAggregatedVO.md +19 -0
  27. data/docs/AllocationCompositionModelHoldingsVO.md +22 -0
  28. data/docs/AllocationNodeMap.md +8 -0
  29. data/docs/Answer.md +18 -0
  30. data/docs/AnswerMap.md +8 -0
  31. data/docs/Application.md +15 -0
  32. data/docs/ApplicationApi.md +309 -0
  33. data/docs/AuditLog.md +23 -0
  34. data/docs/AuditLogApi.md +191 -0
  35. data/docs/AvailableDateDoubleVO.md +14 -0
  36. data/docs/BankCredit.md +15 -0
  37. data/docs/BankLink.md +29 -0
  38. data/docs/BankLinkMap.md +9 -0
  39. data/docs/Benchmark.md +17 -0
  40. data/docs/BenchmarkApi.md +375 -0
  41. data/docs/BenchmarkComposition.md +9 -0
  42. data/docs/Brokers.md +9 -0
  43. data/docs/Budget.md +25 -0
  44. data/docs/BudgetAggregationAccount.md +8 -0
  45. data/docs/BudgetApi.md +315 -0
  46. data/docs/BudgetObject.md +10 -0
  47. data/docs/BulkApi.md +249 -0
  48. data/docs/BulkTransaction.md +13 -0
  49. data/docs/BulkTransactionVO.md +12 -0
  50. data/docs/Business.md +32 -0
  51. data/docs/BusinessAddress.md +15 -0
  52. data/docs/BusinessApi.md +523 -0
  53. data/docs/Card.md +35 -0
  54. data/docs/CardAddress.md +14 -0
  55. data/docs/CardApi.md +754 -0
  56. data/docs/CardProgram.md +23 -0
  57. data/docs/Cash.md +10 -0
  58. data/docs/CategoriesMap.md +9 -0
  59. data/docs/CategoryInternalResponseVO.md +10 -0
  60. data/docs/CategoryResponseVO.md +9 -0
  61. data/docs/Check.md +10 -0
  62. data/docs/CheckImages.md +9 -0
  63. data/docs/Client.md +39 -0
  64. data/docs/ClientAccountMapping.md +10 -0
  65. data/docs/ClientAddress.md +15 -0
  66. data/docs/ClientApi.md +1008 -0
  67. data/docs/ClientRelationship.md +10 -0
  68. data/docs/ClientResponse.md +17 -0
  69. data/docs/ClientStatus.md +16 -0
  70. data/docs/ClientViewGoalData.md +21 -0
  71. data/docs/Country.md +12 -0
  72. data/docs/Currency.md +11 -0
  73. data/docs/Customer.md +21 -0
  74. data/docs/CustomerAddress.md +14 -0
  75. data/docs/CustomerApi.md +616 -0
  76. data/docs/CustomerRevenue.md +16 -0
  77. data/docs/DailyDeposit.md +28 -0
  78. data/docs/DailyWithdrawal.md +29 -0
  79. data/docs/DateDoubleVO.md +10 -0
  80. data/docs/DecisionTree.md +17 -0
  81. data/docs/DecisionTreeApi.md +971 -0
  82. data/docs/DecisionTreeCO.md +9 -0
  83. data/docs/DecisionTreeResultVO.md +9 -0
  84. data/docs/Document.md +30 -0
  85. data/docs/DocumentApi.md +309 -0
  86. data/docs/Employment.md +11 -0
  87. data/docs/ExternalAccountTransfer.md +28 -0
  88. data/docs/Feature.md +18 -0
  89. data/docs/FeatureApi.md +610 -0
  90. data/docs/FeatureTrack.md +14 -0
  91. data/docs/FinancialStatement.md +23 -0
  92. data/docs/FinancialStatementApi.md +315 -0
  93. data/docs/Funding.md +37 -0
  94. data/docs/FundingApi.md +1601 -0
  95. data/docs/FundingRequestMap.md +8 -0
  96. data/docs/FxRateView.md +11 -0
  97. data/docs/Goal.md +24 -0
  98. data/docs/GoalAccountMapping.md +11 -0
  99. data/docs/GoalApi.md +841 -0
  100. data/docs/GoalTrack.md +26 -0
  101. data/docs/GoalTrackAccounts.md +8 -0
  102. data/docs/Household.md +18 -0
  103. data/docs/HouseholdApi.md +523 -0
  104. data/docs/Investment.md +16 -0
  105. data/docs/Invoice.md +32 -0
  106. data/docs/InvoiceApi.md +622 -0
  107. data/docs/InvoicePayment.md +15 -0
  108. data/docs/JsonNode.md +29 -0
  109. data/docs/LineItems.md +15 -0
  110. data/docs/Location.md +15 -0
  111. data/docs/MXMerchantRes.md +14 -0
  112. data/docs/Member.md +11 -0
  113. data/docs/MerchantCategoryCode.md +11 -0
  114. data/docs/MerchantsMap.md +9 -0
  115. data/docs/Model.md +29 -0
  116. data/docs/ModelApi.md +1580 -0
  117. data/docs/ModelAssetSize.md +16 -0
  118. data/docs/ModelComment.md +15 -0
  119. data/docs/ModelHolding.md +25 -0
  120. data/docs/ModelHoldingVO.md +11 -0
  121. data/docs/ModelTransaction.md +17 -0
  122. data/docs/Node.md +15 -0
  123. data/docs/NodeRelationship.md +18 -0
  124. data/docs/Notification.md +20 -0
  125. data/docs/NotificationApi.md +911 -0
  126. data/docs/NotificationClient.md +19 -0
  127. data/docs/NotificationSetting.md +19 -0
  128. data/docs/Order.md +27 -0
  129. data/docs/OrderApi.md +1764 -0
  130. data/docs/OrderBulk.md +18 -0
  131. data/docs/OrderReconcileRequest.md +12 -0
  132. data/docs/OrderReconcileReturnObject.md +12 -0
  133. data/docs/OrderStatus.md +14 -0
  134. data/docs/OrderTrack.md +20 -0
  135. data/docs/OrderVoClone.md +20 -0
  136. data/docs/Overflow.md +16 -0
  137. data/docs/OverflowApi.md +492 -0
  138. data/docs/OverflowBankLinkMap.md +9 -0
  139. data/docs/OverflowSettings.md +17 -0
  140. data/docs/OverflowVO.md +10 -0
  141. data/docs/Ownership.md +12 -0
  142. data/docs/PageAccount.md +16 -0
  143. data/docs/PageAccountAllocationMapping.md +16 -0
  144. data/docs/PageAccountPermissionVO.md +16 -0
  145. data/docs/PageAccountStatus.md +16 -0
  146. data/docs/PageAccountType.md +16 -0
  147. data/docs/PageAdminClient.md +16 -0
  148. data/docs/PageAggregationAccount.md +16 -0
  149. data/docs/PageAggregationAccountBalance.md +16 -0
  150. data/docs/PageAggregationAccountHolding.md +16 -0
  151. data/docs/PageAggregationAccountTransaction.md +16 -0
  152. data/docs/PageAllocation.md +16 -0
  153. data/docs/PageAllocationComposition.md +16 -0
  154. data/docs/PageAnswer.md +16 -0
  155. data/docs/PageApplication.md +16 -0
  156. data/docs/PageAuditLog.md +16 -0
  157. data/docs/PageBankLink.md +16 -0
  158. data/docs/PageBenchmark.md +16 -0
  159. data/docs/PageBudget.md +16 -0
  160. data/docs/PageBusiness.md +16 -0
  161. data/docs/PageCard.md +16 -0
  162. data/docs/PageCardProgram.md +16 -0
  163. data/docs/PageClient.md +16 -0
  164. data/docs/PageClientResponse.md +16 -0
  165. data/docs/PageClientStatus.md +16 -0
  166. data/docs/PageCustomer.md +16 -0
  167. data/docs/PageCustomerRevenue.md +16 -0
  168. data/docs/PageDailyDeposit.md +16 -0
  169. data/docs/PageDailyWithdrawal.md +16 -0
  170. data/docs/PageDecisionTree.md +16 -0
  171. data/docs/PageDocument.md +16 -0
  172. data/docs/PageExternalAccountTransfer.md +16 -0
  173. data/docs/PageFeature.md +16 -0
  174. data/docs/PageFeatureTrack.md +16 -0
  175. data/docs/PageFinancialStatement.md +16 -0
  176. data/docs/PageFunding.md +16 -0
  177. data/docs/PageGoal.md +16 -0
  178. data/docs/PageGoalTrack.md +16 -0
  179. data/docs/PageHousehold.md +16 -0
  180. data/docs/PageInvoice.md +16 -0
  181. data/docs/PageInvoicePayment.md +16 -0
  182. data/docs/PageMXMerchantRes.md +16 -0
  183. data/docs/PageModel.md +16 -0
  184. data/docs/PageModelAssetSize.md +16 -0
  185. data/docs/PageModelComment.md +16 -0
  186. data/docs/PageModelHolding.md +16 -0
  187. data/docs/PageModelTransaction.md +16 -0
  188. data/docs/PageNode.md +16 -0
  189. data/docs/PageNodeRelationship.md +16 -0
  190. data/docs/PageNotification.md +16 -0
  191. data/docs/PageNotificationClient.md +16 -0
  192. data/docs/PageNotificationSetting.md +16 -0
  193. data/docs/PageOrder.md +16 -0
  194. data/docs/PageOrderBulk.md +16 -0
  195. data/docs/PageOrderStatus.md +16 -0
  196. data/docs/PageOrderTrack.md +16 -0
  197. data/docs/PageOverflow.md +16 -0
  198. data/docs/PageOverflowSettings.md +16 -0
  199. data/docs/PagePortfolio.md +16 -0
  200. data/docs/PagePortfolioAssetSizeLog.md +16 -0
  201. data/docs/PagePortfolioComment.md +16 -0
  202. data/docs/PagePortfolioGoal.md +16 -0
  203. data/docs/PagePortfolioHoldingLog.md +16 -0
  204. data/docs/PagePortfolioTransaction.md +16 -0
  205. data/docs/PageQuestion.md +16 -0
  206. data/docs/PageQuestionnaire.md +16 -0
  207. data/docs/PageReasonCode.md +16 -0
  208. data/docs/PageRiskProfile.md +16 -0
  209. data/docs/PageRoundup.md +16 -0
  210. data/docs/PageRoundupSettings.md +16 -0
  211. data/docs/PageScore.md +16 -0
  212. data/docs/PageSecurity.md +16 -0
  213. data/docs/PageSecurityExclusion.md +16 -0
  214. data/docs/PageSecurityPrice.md +16 -0
  215. data/docs/PageSpendingControl.md +16 -0
  216. data/docs/PageStage.md +16 -0
  217. data/docs/PageTransactionCode.md +16 -0
  218. data/docs/PageVAccountAssetSize.md +16 -0
  219. data/docs/PageWebhook.md +16 -0
  220. data/docs/PerformanceApi.md +973 -0
  221. data/docs/PermissionVO.md +9 -0
  222. data/docs/Portfolio.md +22 -0
  223. data/docs/PortfolioApi.md +1902 -0
  224. data/docs/PortfolioAssetSizeLog.md +20 -0
  225. data/docs/PortfolioComment.md +16 -0
  226. data/docs/PortfolioGoal.md +14 -0
  227. data/docs/PortfolioGoalMap.md +9 -0
  228. data/docs/PortfolioHoldingAgg.md +14 -0
  229. data/docs/PortfolioHoldingLog.md +21 -0
  230. data/docs/PortfolioTransaction.md +37 -0
  231. data/docs/Question.md +23 -0
  232. data/docs/Questionnaire.md +17 -0
  233. data/docs/QuestionnaireApi.md +1212 -0
  234. data/docs/ReasonCode.md +17 -0
  235. data/docs/ResourceApi.md +534 -0
  236. data/docs/RiskProfile.md +18 -0
  237. data/docs/RiskProfileApi.md +309 -0
  238. data/docs/Roundup.md +15 -0
  239. data/docs/RoundupApi.md +492 -0
  240. data/docs/RoundupCO.md +12 -0
  241. data/docs/RoundupSettings.md +21 -0
  242. data/docs/Score.md +23 -0
  243. data/docs/ScoreApi.md +309 -0
  244. data/docs/SecuritiesApi.md +917 -0
  245. data/docs/SecuritiesComposition.md +11 -0
  246. data/docs/SecuritiesCountry.md +9 -0
  247. data/docs/Security.md +32 -0
  248. data/docs/SecurityCompositionVO.md +21 -0
  249. data/docs/SecurityCountryVO.md +9 -0
  250. data/docs/SecurityExclusion.md +18 -0
  251. data/docs/SecurityPrice.md +20 -0
  252. data/docs/Sort.md +13 -0
  253. data/docs/SpendingControl.md +21 -0
  254. data/docs/SpendingControlApi.md +309 -0
  255. data/docs/Stage.md +22 -0
  256. data/docs/Stat.md +9 -0
  257. data/docs/State.md +10 -0
  258. data/docs/StatisticResourceVO.md +11 -0
  259. data/docs/TokenDateRequest.md +13 -0
  260. data/docs/TransactionCode.md +20 -0
  261. data/docs/UtilsApi.md +911 -0
  262. data/docs/VAccountAssetSize.md +11 -0
  263. data/docs/VAccountVO.md +13 -0
  264. data/docs/VClientGoalViewData.md +13 -0
  265. data/docs/VPortfolioVO.md +11 -0
  266. data/docs/Webhook.md +15 -0
  267. data/docs/WebhookApi.md +309 -0
  268. data/git_push.sh +55 -0
  269. data/lib/nucleus_api.rb +303 -0
  270. data/lib/nucleus_api/api/account_api.rb +1794 -0
  271. data/lib/nucleus_api/api/admin_client_api.rb +301 -0
  272. data/lib/nucleus_api/api/aggregation_account_api.rb +1587 -0
  273. data/lib/nucleus_api/api/allocation_api.rb +824 -0
  274. data/lib/nucleus_api/api/application_api.rb +301 -0
  275. data/lib/nucleus_api/api/audit_log_api.rb +190 -0
  276. data/lib/nucleus_api/api/benchmark_api.rb +362 -0
  277. data/lib/nucleus_api/api/budget_api.rb +307 -0
  278. data/lib/nucleus_api/api/bulk_api.rb +253 -0
  279. data/lib/nucleus_api/api/business_api.rb +508 -0
  280. data/lib/nucleus_api/api/card_api.rb +719 -0
  281. data/lib/nucleus_api/api/client_api.rb +950 -0
  282. data/lib/nucleus_api/api/customer_api.rb +585 -0
  283. data/lib/nucleus_api/api/decision_tree_api.rb +913 -0
  284. data/lib/nucleus_api/api/document_api.rb +301 -0
  285. data/lib/nucleus_api/api/feature_api.rb +579 -0
  286. data/lib/nucleus_api/api/financial_statement_api.rb +307 -0
  287. data/lib/nucleus_api/api/funding_api.rb +1497 -0
  288. data/lib/nucleus_api/api/goal_api.rb +819 -0
  289. data/lib/nucleus_api/api/household_api.rb +508 -0
  290. data/lib/nucleus_api/api/invoice_api.rb +591 -0
  291. data/lib/nucleus_api/api/model_api.rb +1479 -0
  292. data/lib/nucleus_api/api/notification_api.rb +857 -0
  293. data/lib/nucleus_api/api/order_api.rb +1688 -0
  294. data/lib/nucleus_api/api/overflow_api.rb +468 -0
  295. data/lib/nucleus_api/api/performance_api.rb +1131 -0
  296. data/lib/nucleus_api/api/portfolio_api.rb +1776 -0
  297. data/lib/nucleus_api/api/questionnaire_api.rb +1135 -0
  298. data/lib/nucleus_api/api/resource_api.rb +479 -0
  299. data/lib/nucleus_api/api/risk_profile_api.rb +301 -0
  300. data/lib/nucleus_api/api/roundup_api.rb +468 -0
  301. data/lib/nucleus_api/api/score_api.rb +301 -0
  302. data/lib/nucleus_api/api/securities_api.rb +863 -0
  303. data/lib/nucleus_api/api/spending_control_api.rb +301 -0
  304. data/lib/nucleus_api/api/utils_api.rb +857 -0
  305. data/lib/nucleus_api/api/webhook_api.rb +301 -0
  306. data/lib/nucleus_api/api_client.rb +428 -0
  307. data/lib/nucleus_api/api_error.rb +38 -0
  308. data/lib/nucleus_api/auth_configuration.rb +177 -0
  309. data/lib/nucleus_api/configuration.rb +224 -0
  310. data/lib/nucleus_api/models/account.rb +333 -0
  311. data/lib/nucleus_api/models/account_allocation_mapping.rb +294 -0
  312. data/lib/nucleus_api/models/account_map.rb +202 -0
  313. data/lib/nucleus_api/models/account_permission_vo.rb +195 -0
  314. data/lib/nucleus_api/models/account_portfolio_rebalance_request.rb +313 -0
  315. data/lib/nucleus_api/models/account_status.rb +275 -0
  316. data/lib/nucleus_api/models/account_type.rb +335 -0
  317. data/lib/nucleus_api/models/acl_client_permission_vo.rb +236 -0
  318. data/lib/nucleus_api/models/admin_client.rb +272 -0
  319. data/lib/nucleus_api/models/aggregation_account.rb +420 -0
  320. data/lib/nucleus_api/models/aggregation_account_balance.rb +284 -0
  321. data/lib/nucleus_api/models/aggregation_account_holding.rb +364 -0
  322. data/lib/nucleus_api/models/aggregation_account_transaction.rb +382 -0
  323. data/lib/nucleus_api/models/aggregation_accounts_map.rb +202 -0
  324. data/lib/nucleus_api/models/allocation.rb +325 -0
  325. data/lib/nucleus_api/models/allocation_aggregated_vo.rb +228 -0
  326. data/lib/nucleus_api/models/allocation_composition.rb +304 -0
  327. data/lib/nucleus_api/models/allocation_composition_aggregated_vo.rb +282 -0
  328. data/lib/nucleus_api/models/allocation_composition_model_holdings_vo.rb +311 -0
  329. data/lib/nucleus_api/models/allocation_node_map.rb +187 -0
  330. data/lib/nucleus_api/models/answer.rb +286 -0
  331. data/lib/nucleus_api/models/answer_map.rb +181 -0
  332. data/lib/nucleus_api/models/application.rb +256 -0
  333. data/lib/nucleus_api/models/audit_log.rb +357 -0
  334. data/lib/nucleus_api/models/available_date_double_vo.rb +243 -0
  335. data/lib/nucleus_api/models/bank_credit.rb +262 -0
  336. data/lib/nucleus_api/models/bank_link.rb +410 -0
  337. data/lib/nucleus_api/models/bank_link_map.rb +202 -0
  338. data/lib/nucleus_api/models/benchmark.rb +277 -0
  339. data/lib/nucleus_api/models/benchmark_composition.rb +202 -0
  340. data/lib/nucleus_api/models/brokers.rb +203 -0
  341. data/lib/nucleus_api/models/budget.rb +372 -0
  342. data/lib/nucleus_api/models/budget_aggregation_account.rb +187 -0
  343. data/lib/nucleus_api/models/budget_object.rb +213 -0
  344. data/lib/nucleus_api/models/bulk_transaction.rb +226 -0
  345. data/lib/nucleus_api/models/bulk_transaction_vo.rb +217 -0
  346. data/lib/nucleus_api/models/business.rb +430 -0
  347. data/lib/nucleus_api/models/business_address.rb +278 -0
  348. data/lib/nucleus_api/models/card.rb +489 -0
  349. data/lib/nucleus_api/models/card_address.rb +268 -0
  350. data/lib/nucleus_api/models/card_program.rb +350 -0
  351. data/lib/nucleus_api/models/cash.rb +213 -0
  352. data/lib/nucleus_api/models/categories_map.rb +202 -0
  353. data/lib/nucleus_api/models/category_internal_response_vo.rb +201 -0
  354. data/lib/nucleus_api/models/category_response_vo.rb +192 -0
  355. data/lib/nucleus_api/models/check.rb +210 -0
  356. data/lib/nucleus_api/models/check_images.rb +198 -0
  357. data/lib/nucleus_api/models/client.rb +523 -0
  358. data/lib/nucleus_api/models/client_account_mapping.rb +212 -0
  359. data/lib/nucleus_api/models/client_address.rb +278 -0
  360. data/lib/nucleus_api/models/client_relationship.rb +209 -0
  361. data/lib/nucleus_api/models/client_response.rb +280 -0
  362. data/lib/nucleus_api/models/client_status.rb +275 -0
  363. data/lib/nucleus_api/models/client_view_goal_data.rb +302 -0
  364. data/lib/nucleus_api/models/country.rb +233 -0
  365. data/lib/nucleus_api/models/currency.rb +212 -0
  366. data/lib/nucleus_api/models/customer.rb +317 -0
  367. data/lib/nucleus_api/models/customer_address.rb +268 -0
  368. data/lib/nucleus_api/models/customer_revenue.rb +284 -0
  369. data/lib/nucleus_api/models/daily_deposit.rb +395 -0
  370. data/lib/nucleus_api/models/daily_withdrawal.rb +405 -0
  371. data/lib/nucleus_api/models/date_double_vo.rb +203 -0
  372. data/lib/nucleus_api/models/decision_tree.rb +275 -0
  373. data/lib/nucleus_api/models/decision_tree_co.rb +202 -0
  374. data/lib/nucleus_api/models/decision_tree_result_vo.rb +192 -0
  375. data/lib/nucleus_api/models/document.rb +409 -0
  376. data/lib/nucleus_api/models/employment.rb +213 -0
  377. data/lib/nucleus_api/models/external_account_transfer.rb +412 -0
  378. data/lib/nucleus_api/models/feature.rb +286 -0
  379. data/lib/nucleus_api/models/feature_track.rb +251 -0
  380. data/lib/nucleus_api/models/financial_statement.rb +352 -0
  381. data/lib/nucleus_api/models/funding.rb +496 -0
  382. data/lib/nucleus_api/models/funding_request_map.rb +187 -0
  383. data/lib/nucleus_api/models/fx_rate_view.rb +233 -0
  384. data/lib/nucleus_api/models/goal.rb +340 -0
  385. data/lib/nucleus_api/models/goal_account_mapping.rb +218 -0
  386. data/lib/nucleus_api/models/goal_track.rb +372 -0
  387. data/lib/nucleus_api/models/goal_track_accounts.rb +187 -0
  388. data/lib/nucleus_api/models/household.rb +285 -0
  389. data/lib/nucleus_api/models/investment.rb +283 -0
  390. data/lib/nucleus_api/models/invoice.rb +452 -0
  391. data/lib/nucleus_api/models/invoice_payment.rb +269 -0
  392. data/lib/nucleus_api/models/json_node.rb +404 -0
  393. data/lib/nucleus_api/models/line_items.rb +278 -0
  394. data/lib/nucleus_api/models/location.rb +253 -0
  395. data/lib/nucleus_api/models/member.rb +217 -0
  396. data/lib/nucleus_api/models/merchant_category_code.rb +213 -0
  397. data/lib/nucleus_api/models/merchants_map.rb +202 -0
  398. data/lib/nucleus_api/models/model.rb +396 -0
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  729. data/spec/models/page_model_asset_size_spec.rb +89 -0
  730. data/spec/models/page_model_comment_spec.rb +89 -0
  731. data/spec/models/page_model_holding_spec.rb +89 -0
  732. data/spec/models/page_model_spec.rb +89 -0
  733. data/spec/models/page_model_transaction_spec.rb +89 -0
  734. data/spec/models/page_mx_merchant_res_spec.rb +89 -0
  735. data/spec/models/page_node_relationship_spec.rb +89 -0
  736. data/spec/models/page_node_spec.rb +89 -0
  737. data/spec/models/page_notification_client_spec.rb +89 -0
  738. data/spec/models/page_notification_setting_spec.rb +89 -0
  739. data/spec/models/page_notification_spec.rb +89 -0
  740. data/spec/models/page_order_bulk_spec.rb +89 -0
  741. data/spec/models/page_order_spec.rb +89 -0
  742. data/spec/models/page_order_status_spec.rb +89 -0
  743. data/spec/models/page_order_track_spec.rb +89 -0
  744. data/spec/models/page_overflow_settings_spec.rb +89 -0
  745. data/spec/models/page_overflow_spec.rb +89 -0
  746. data/spec/models/page_portfolio_asset_size_log_spec.rb +89 -0
  747. data/spec/models/page_portfolio_comment_spec.rb +89 -0
  748. data/spec/models/page_portfolio_goal_spec.rb +89 -0
  749. data/spec/models/page_portfolio_holding_log_spec.rb +89 -0
  750. data/spec/models/page_portfolio_spec.rb +89 -0
  751. data/spec/models/page_portfolio_transaction_spec.rb +89 -0
  752. data/spec/models/page_question_spec.rb +89 -0
  753. data/spec/models/page_questionnaire_spec.rb +89 -0
  754. data/spec/models/page_reason_code_spec.rb +89 -0
  755. data/spec/models/page_risk_profile_spec.rb +89 -0
  756. data/spec/models/page_roundup_settings_spec.rb +89 -0
  757. data/spec/models/page_roundup_spec.rb +89 -0
  758. data/spec/models/page_score_spec.rb +89 -0
  759. data/spec/models/page_security_exclusion_spec.rb +89 -0
  760. data/spec/models/page_security_price_spec.rb +89 -0
  761. data/spec/models/page_security_spec.rb +89 -0
  762. data/spec/models/page_spending_control_spec.rb +89 -0
  763. data/spec/models/page_stage_spec.rb +89 -0
  764. data/spec/models/page_transaction_code_spec.rb +89 -0
  765. data/spec/models/page_v_account_asset_size_spec.rb +89 -0
  766. data/spec/models/page_webhook_spec.rb +89 -0
  767. data/spec/models/permission_vo_spec.rb +51 -0
  768. data/spec/models/portfolio_asset_size_log_spec.rb +113 -0
  769. data/spec/models/portfolio_comment_spec.rb +89 -0
  770. data/spec/models/portfolio_goal_map_spec.rb +47 -0
  771. data/spec/models/portfolio_goal_spec.rb +77 -0
  772. data/spec/models/portfolio_holding_agg_spec.rb +77 -0
  773. data/spec/models/portfolio_holding_log_spec.rb +119 -0
  774. data/spec/models/portfolio_spec.rb +125 -0
  775. data/spec/models/portfolio_transaction_spec.rb +215 -0
  776. data/spec/models/question_spec.rb +131 -0
  777. data/spec/models/questionnaire_spec.rb +95 -0
  778. data/spec/models/reason_code_spec.rb +95 -0
  779. data/spec/models/risk_profile_spec.rb +101 -0
  780. data/spec/models/roundup_co_spec.rb +65 -0
  781. data/spec/models/roundup_settings_spec.rb +119 -0
  782. data/spec/models/roundup_spec.rb +83 -0
  783. data/spec/models/score_spec.rb +135 -0
  784. data/spec/models/securities_composition_spec.rb +59 -0
  785. data/spec/models/securities_country_spec.rb +47 -0
  786. data/spec/models/security_composition_vo_spec.rb +119 -0
  787. data/spec/models/security_country_vo_spec.rb +47 -0
  788. data/spec/models/security_exclusion_spec.rb +101 -0
  789. data/spec/models/security_price_spec.rb +113 -0
  790. data/spec/models/security_spec.rb +185 -0
  791. data/spec/models/sort_spec.rb +71 -0
  792. data/spec/models/spending_control_spec.rb +119 -0
  793. data/spec/models/stage_spec.rb +125 -0
  794. data/spec/models/stat_spec.rb +47 -0
  795. data/spec/models/state_spec.rb +53 -0
  796. data/spec/models/statistic_resource_vo_spec.rb +59 -0
  797. data/spec/models/token_date_request_spec.rb +71 -0
  798. data/spec/models/transaction_code_spec.rb +125 -0
  799. data/spec/models/v_account_asset_size_spec.rb +59 -0
  800. data/spec/models/v_account_vo_spec.rb +71 -0
  801. data/spec/models/v_client_goal_view_data_spec.rb +71 -0
  802. data/spec/models/v_portfolio_vo_spec.rb +59 -0
  803. data/spec/models/webhook_spec.rb +87 -0
  804. data/spec/spec_helper.rb +111 -0
  805. metadata +1312 -0
@@ -0,0 +1,1776 @@
1
+ =begin
2
+ #Hydrogen Nucleus API
3
+
4
+ #The Hydrogen Nucleus API
5
+
6
+ OpenAPI spec version: 1.8.0
7
+ Contact: info@hydrogenplatform.com
8
+ Generated by: https://github.com/swagger-api/swagger-codegen.git
9
+ Swagger Codegen version: 2.4.18
10
+
11
+ =end
12
+
13
+ require 'uri'
14
+
15
+ module NucleusApi
16
+ class PortfolioApi
17
+ attr_accessor :api_client
18
+
19
+ def initialize(api_client = ApiClient.default)
20
+ @api_client = api_client
21
+ end
22
+ # Create a portfolio asset size
23
+ # Create a new asset size record for a portfolio.
24
+ # @param portfolio_asset_size_log_request portfolioAssetSizeLogRequest
25
+ # @param [Hash] opts the optional parameters
26
+ # @return [PortfolioAssetSizeLog]
27
+ def create_portfolio_asset_size_using_post(portfolio_asset_size_log_request, opts = {})
28
+ data, _status_code, _headers = create_portfolio_asset_size_using_post_with_http_info(portfolio_asset_size_log_request, opts)
29
+ data
30
+ end
31
+
32
+ # Create a portfolio asset size
33
+ # Create a new asset size record for a portfolio.
34
+ # @param portfolio_asset_size_log_request portfolioAssetSizeLogRequest
35
+ # @param [Hash] opts the optional parameters
36
+ # @return [Array<(PortfolioAssetSizeLog, Fixnum, Hash)>] PortfolioAssetSizeLog data, response status code and response headers
37
+ def create_portfolio_asset_size_using_post_with_http_info(portfolio_asset_size_log_request, opts = {})
38
+ if @api_client.config.debugging
39
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_asset_size_using_post ...'
40
+ end
41
+ # verify the required parameter 'portfolio_asset_size_log_request' is set
42
+ if @api_client.config.client_side_validation && portfolio_asset_size_log_request.nil?
43
+ fail ArgumentError, "Missing the required parameter 'portfolio_asset_size_log_request' when calling PortfolioApi.create_portfolio_asset_size_using_post"
44
+ end
45
+ # resource path
46
+ local_var_path = '/portfolio_asset_size'
47
+
48
+ # query parameters
49
+ query_params = {}
50
+
51
+ # header parameters
52
+ header_params = {}
53
+ # HTTP header 'Accept' (if needed)
54
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
55
+ # HTTP header 'Content-Type'
56
+ header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
57
+
58
+ # form parameters
59
+ form_params = {}
60
+
61
+ # http body (model)
62
+ post_body = @api_client.object_to_http_body(portfolio_asset_size_log_request)
63
+ auth_names = ['oauth2']
64
+ data, status_code, headers = @api_client.call_api(:POST, local_var_path,
65
+ :header_params => header_params,
66
+ :query_params => query_params,
67
+ :form_params => form_params,
68
+ :body => post_body,
69
+ :auth_names => auth_names,
70
+ :return_type => 'PortfolioAssetSizeLog')
71
+ if @api_client.config.debugging
72
+ @api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_asset_size_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
73
+ end
74
+ return data, status_code, headers
75
+ end
76
+ # Create a portfolio commentary
77
+ # Create a new comment for a portfolio defined for your firm.
78
+ # @param portfolio_comment portfolioComment
79
+ # @param [Hash] opts the optional parameters
80
+ # @return [PortfolioComment]
81
+ def create_portfolio_comment_using_post(portfolio_comment, opts = {})
82
+ data, _status_code, _headers = create_portfolio_comment_using_post_with_http_info(portfolio_comment, opts)
83
+ data
84
+ end
85
+
86
+ # Create a portfolio commentary
87
+ # Create a new comment for a portfolio defined for your firm.
88
+ # @param portfolio_comment portfolioComment
89
+ # @param [Hash] opts the optional parameters
90
+ # @return [Array<(PortfolioComment, Fixnum, Hash)>] PortfolioComment data, response status code and response headers
91
+ def create_portfolio_comment_using_post_with_http_info(portfolio_comment, opts = {})
92
+ if @api_client.config.debugging
93
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_comment_using_post ...'
94
+ end
95
+ # verify the required parameter 'portfolio_comment' is set
96
+ if @api_client.config.client_side_validation && portfolio_comment.nil?
97
+ fail ArgumentError, "Missing the required parameter 'portfolio_comment' when calling PortfolioApi.create_portfolio_comment_using_post"
98
+ end
99
+ # resource path
100
+ local_var_path = '/portfolio_comment'
101
+
102
+ # query parameters
103
+ query_params = {}
104
+
105
+ # header parameters
106
+ header_params = {}
107
+ # HTTP header 'Accept' (if needed)
108
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
109
+ # HTTP header 'Content-Type'
110
+ header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
111
+
112
+ # form parameters
113
+ form_params = {}
114
+
115
+ # http body (model)
116
+ post_body = @api_client.object_to_http_body(portfolio_comment)
117
+ auth_names = ['oauth2']
118
+ data, status_code, headers = @api_client.call_api(:POST, local_var_path,
119
+ :header_params => header_params,
120
+ :query_params => query_params,
121
+ :form_params => form_params,
122
+ :body => post_body,
123
+ :auth_names => auth_names,
124
+ :return_type => 'PortfolioComment')
125
+ if @api_client.config.debugging
126
+ @api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_comment_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
127
+ end
128
+ return data, status_code, headers
129
+ end
130
+ # Create an portfolio goal
131
+ # Create an portfolio goal.
132
+ # @param portfolio_goal portfolioGoal
133
+ # @param [Hash] opts the optional parameters
134
+ # @return [PortfolioGoal]
135
+ def create_portfolio_goal_using_post(portfolio_goal, opts = {})
136
+ data, _status_code, _headers = create_portfolio_goal_using_post_with_http_info(portfolio_goal, opts)
137
+ data
138
+ end
139
+
140
+ # Create an portfolio goal
141
+ # Create an portfolio goal.
142
+ # @param portfolio_goal portfolioGoal
143
+ # @param [Hash] opts the optional parameters
144
+ # @return [Array<(PortfolioGoal, Fixnum, Hash)>] PortfolioGoal data, response status code and response headers
145
+ def create_portfolio_goal_using_post_with_http_info(portfolio_goal, opts = {})
146
+ if @api_client.config.debugging
147
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_goal_using_post ...'
148
+ end
149
+ # verify the required parameter 'portfolio_goal' is set
150
+ if @api_client.config.client_side_validation && portfolio_goal.nil?
151
+ fail ArgumentError, "Missing the required parameter 'portfolio_goal' when calling PortfolioApi.create_portfolio_goal_using_post"
152
+ end
153
+ # resource path
154
+ local_var_path = '/portfolio_goal'
155
+
156
+ # query parameters
157
+ query_params = {}
158
+
159
+ # header parameters
160
+ header_params = {}
161
+ # HTTP header 'Accept' (if needed)
162
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
163
+ # HTTP header 'Content-Type'
164
+ header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
165
+
166
+ # form parameters
167
+ form_params = {}
168
+
169
+ # http body (model)
170
+ post_body = @api_client.object_to_http_body(portfolio_goal)
171
+ auth_names = ['oauth2']
172
+ data, status_code, headers = @api_client.call_api(:POST, local_var_path,
173
+ :header_params => header_params,
174
+ :query_params => query_params,
175
+ :form_params => form_params,
176
+ :body => post_body,
177
+ :auth_names => auth_names,
178
+ :return_type => 'PortfolioGoal')
179
+ if @api_client.config.debugging
180
+ @api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_goal_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
181
+ end
182
+ return data, status_code, headers
183
+ end
184
+ # Create a portfolio holding
185
+ # Create a new holding record for a portfolio.
186
+ # @param portfolio_holdin_log_request portfolioHoldinLogRequest
187
+ # @param [Hash] opts the optional parameters
188
+ # @return [PortfolioHoldingLog]
189
+ def create_portfolio_holding_using_post(portfolio_holdin_log_request, opts = {})
190
+ data, _status_code, _headers = create_portfolio_holding_using_post_with_http_info(portfolio_holdin_log_request, opts)
191
+ data
192
+ end
193
+
194
+ # Create a portfolio holding
195
+ # Create a new holding record for a portfolio.
196
+ # @param portfolio_holdin_log_request portfolioHoldinLogRequest
197
+ # @param [Hash] opts the optional parameters
198
+ # @return [Array<(PortfolioHoldingLog, Fixnum, Hash)>] PortfolioHoldingLog data, response status code and response headers
199
+ def create_portfolio_holding_using_post_with_http_info(portfolio_holdin_log_request, opts = {})
200
+ if @api_client.config.debugging
201
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_holding_using_post ...'
202
+ end
203
+ # verify the required parameter 'portfolio_holdin_log_request' is set
204
+ if @api_client.config.client_side_validation && portfolio_holdin_log_request.nil?
205
+ fail ArgumentError, "Missing the required parameter 'portfolio_holdin_log_request' when calling PortfolioApi.create_portfolio_holding_using_post"
206
+ end
207
+ # resource path
208
+ local_var_path = '/portfolio_holding'
209
+
210
+ # query parameters
211
+ query_params = {}
212
+
213
+ # header parameters
214
+ header_params = {}
215
+ # HTTP header 'Accept' (if needed)
216
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
217
+ # HTTP header 'Content-Type'
218
+ header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
219
+
220
+ # form parameters
221
+ form_params = {}
222
+
223
+ # http body (model)
224
+ post_body = @api_client.object_to_http_body(portfolio_holdin_log_request)
225
+ auth_names = ['oauth2']
226
+ data, status_code, headers = @api_client.call_api(:POST, local_var_path,
227
+ :header_params => header_params,
228
+ :query_params => query_params,
229
+ :form_params => form_params,
230
+ :body => post_body,
231
+ :auth_names => auth_names,
232
+ :return_type => 'PortfolioHoldingLog')
233
+ if @api_client.config.debugging
234
+ @api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_holding_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
235
+ end
236
+ return data, status_code, headers
237
+ end
238
+ # Create a portfolio transaction
239
+ # Create a new transaction record for a portfolio.
240
+ # @param portfolio_transaction_request portfolioTransactionRequest
241
+ # @param [Hash] opts the optional parameters
242
+ # @return [PortfolioTransaction]
243
+ def create_portfolio_transaction_using_post(portfolio_transaction_request, opts = {})
244
+ data, _status_code, _headers = create_portfolio_transaction_using_post_with_http_info(portfolio_transaction_request, opts)
245
+ data
246
+ end
247
+
248
+ # Create a portfolio transaction
249
+ # Create a new transaction record for a portfolio.
250
+ # @param portfolio_transaction_request portfolioTransactionRequest
251
+ # @param [Hash] opts the optional parameters
252
+ # @return [Array<(PortfolioTransaction, Fixnum, Hash)>] PortfolioTransaction data, response status code and response headers
253
+ def create_portfolio_transaction_using_post_with_http_info(portfolio_transaction_request, opts = {})
254
+ if @api_client.config.debugging
255
+ @api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_transaction_using_post ...'
256
+ end
257
+ # verify the required parameter 'portfolio_transaction_request' is set
258
+ if @api_client.config.client_side_validation && portfolio_transaction_request.nil?
259
+ fail ArgumentError, "Missing the required parameter 'portfolio_transaction_request' when calling PortfolioApi.create_portfolio_transaction_using_post"
260
+ end
261
+ # resource path
262
+ local_var_path = '/portfolio_transaction'
263
+
264
+ # query parameters
265
+ query_params = {}
266
+
267
+ # header parameters
268
+ header_params = {}
269
+ # HTTP header 'Accept' (if needed)
270
+ header_params['Accept'] = @api_client.select_header_accept(['*/*'])
271
+ # HTTP header 'Content-Type'
272
+ header_params['Content-Type'] = @api_client.select_header_content_type(['application/json'])
273
+
274
+ # form parameters
275
+ form_params = {}
276
+
277
+ # http body (model)
278
+ post_body = @api_client.object_to_http_body(portfolio_transaction_request)
279
+ auth_names = ['oauth2']
280
+ data, status_code, headers = @api_client.call_api(:POST, local_var_path,
281
+ :header_params => header_params,
282
+ :query_params => query_params,
283
+ :form_params => form_params,
284
+ :body => post_body,
285
+ :auth_names => auth_names,
286
+ :return_type => 'PortfolioTransaction')
287
+ if @api_client.config.debugging
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