nucleus_api 1.8.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
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
  399. data/lib/nucleus_api/models/model_asset_size.rb +274 -0
  400. data/lib/nucleus_api/models/model_comment.rb +264 -0
  401. data/lib/nucleus_api/models/model_holding.rb +370 -0
  402. data/lib/nucleus_api/models/model_holding_vo.rb +208 -0
  403. data/lib/nucleus_api/models/model_transaction.rb +298 -0
  404. data/lib/nucleus_api/models/mx_merchant_res.rb +235 -0
  405. data/lib/nucleus_api/models/node.rb +260 -0
  406. data/lib/nucleus_api/models/node_relationship.rb +300 -0
  407. data/lib/nucleus_api/models/notification.rb +313 -0
  408. data/lib/nucleus_api/models/notification_client.rb +309 -0
  409. data/lib/nucleus_api/models/notification_setting.rb +300 -0
  410. data/lib/nucleus_api/models/order.rb +390 -0
  411. data/lib/nucleus_api/models/order_bulk.rb +309 -0
  412. data/lib/nucleus_api/models/order_reconcile_request.rb +220 -0
  413. data/lib/nucleus_api/models/order_reconcile_return_object.rb +227 -0
  414. data/lib/nucleus_api/models/order_status.rb +250 -0
  415. data/lib/nucleus_api/models/order_track.rb +316 -0
  416. data/lib/nucleus_api/models/order_vo_clone.rb +304 -0
  417. data/lib/nucleus_api/models/overflow.rb +281 -0
  418. data/lib/nucleus_api/models/overflow_bank_link_map.rb +202 -0
  419. data/lib/nucleus_api/models/overflow_settings.rb +287 -0
  420. data/lib/nucleus_api/models/overflow_vo.rb +203 -0
  421. data/lib/nucleus_api/models/ownership.rb +233 -0
  422. data/lib/nucleus_api/models/page_account.rb +258 -0
  423. data/lib/nucleus_api/models/page_account_allocation_mapping.rb +258 -0
  424. data/lib/nucleus_api/models/page_account_permission_vo.rb +258 -0
  425. data/lib/nucleus_api/models/page_account_status.rb +258 -0
  426. data/lib/nucleus_api/models/page_account_type.rb +258 -0
  427. data/lib/nucleus_api/models/page_admin_client.rb +258 -0
  428. data/lib/nucleus_api/models/page_aggregation_account.rb +258 -0
  429. data/lib/nucleus_api/models/page_aggregation_account_balance.rb +258 -0
  430. data/lib/nucleus_api/models/page_aggregation_account_holding.rb +258 -0
  431. data/lib/nucleus_api/models/page_aggregation_account_transaction.rb +258 -0
  432. data/lib/nucleus_api/models/page_allocation.rb +258 -0
  433. data/lib/nucleus_api/models/page_allocation_composition.rb +258 -0
  434. data/lib/nucleus_api/models/page_answer.rb +258 -0
  435. data/lib/nucleus_api/models/page_application.rb +258 -0
  436. data/lib/nucleus_api/models/page_audit_log.rb +258 -0
  437. data/lib/nucleus_api/models/page_bank_link.rb +258 -0
  438. data/lib/nucleus_api/models/page_benchmark.rb +258 -0
  439. data/lib/nucleus_api/models/page_budget.rb +258 -0
  440. data/lib/nucleus_api/models/page_business.rb +258 -0
  441. data/lib/nucleus_api/models/page_card.rb +258 -0
  442. data/lib/nucleus_api/models/page_card_program.rb +258 -0
  443. data/lib/nucleus_api/models/page_client.rb +258 -0
  444. data/lib/nucleus_api/models/page_client_response.rb +258 -0
  445. data/lib/nucleus_api/models/page_client_status.rb +258 -0
  446. data/lib/nucleus_api/models/page_customer.rb +258 -0
  447. data/lib/nucleus_api/models/page_customer_revenue.rb +258 -0
  448. data/lib/nucleus_api/models/page_daily_deposit.rb +258 -0
  449. data/lib/nucleus_api/models/page_daily_withdrawal.rb +258 -0
  450. data/lib/nucleus_api/models/page_decision_tree.rb +258 -0
  451. data/lib/nucleus_api/models/page_document.rb +258 -0
  452. data/lib/nucleus_api/models/page_external_account_transfer.rb +258 -0
  453. data/lib/nucleus_api/models/page_feature.rb +258 -0
  454. data/lib/nucleus_api/models/page_feature_track.rb +258 -0
  455. data/lib/nucleus_api/models/page_financial_statement.rb +258 -0
  456. data/lib/nucleus_api/models/page_funding.rb +258 -0
  457. data/lib/nucleus_api/models/page_goal.rb +258 -0
  458. data/lib/nucleus_api/models/page_goal_track.rb +258 -0
  459. data/lib/nucleus_api/models/page_household.rb +258 -0
  460. data/lib/nucleus_api/models/page_invoice.rb +258 -0
  461. data/lib/nucleus_api/models/page_invoice_payment.rb +258 -0
  462. data/lib/nucleus_api/models/page_model.rb +258 -0
  463. data/lib/nucleus_api/models/page_model_asset_size.rb +258 -0
  464. data/lib/nucleus_api/models/page_model_comment.rb +258 -0
  465. data/lib/nucleus_api/models/page_model_holding.rb +258 -0
  466. data/lib/nucleus_api/models/page_model_transaction.rb +258 -0
  467. data/lib/nucleus_api/models/page_mx_merchant_res.rb +255 -0
  468. data/lib/nucleus_api/models/page_node.rb +258 -0
  469. data/lib/nucleus_api/models/page_node_relationship.rb +258 -0
  470. data/lib/nucleus_api/models/page_notification.rb +258 -0
  471. data/lib/nucleus_api/models/page_notification_client.rb +258 -0
  472. data/lib/nucleus_api/models/page_notification_setting.rb +258 -0
  473. data/lib/nucleus_api/models/page_order.rb +258 -0
  474. data/lib/nucleus_api/models/page_order_bulk.rb +258 -0
  475. data/lib/nucleus_api/models/page_order_status.rb +258 -0
  476. data/lib/nucleus_api/models/page_order_track.rb +258 -0
  477. data/lib/nucleus_api/models/page_overflow.rb +258 -0
  478. data/lib/nucleus_api/models/page_overflow_settings.rb +258 -0
  479. data/lib/nucleus_api/models/page_portfolio.rb +258 -0
  480. data/lib/nucleus_api/models/page_portfolio_asset_size_log.rb +258 -0
  481. data/lib/nucleus_api/models/page_portfolio_comment.rb +258 -0
  482. data/lib/nucleus_api/models/page_portfolio_goal.rb +258 -0
  483. data/lib/nucleus_api/models/page_portfolio_holding_log.rb +258 -0
  484. data/lib/nucleus_api/models/page_portfolio_transaction.rb +258 -0
  485. data/lib/nucleus_api/models/page_question.rb +258 -0
  486. data/lib/nucleus_api/models/page_questionnaire.rb +258 -0
  487. data/lib/nucleus_api/models/page_reason_code.rb +258 -0
  488. data/lib/nucleus_api/models/page_risk_profile.rb +258 -0
  489. data/lib/nucleus_api/models/page_roundup.rb +258 -0
  490. data/lib/nucleus_api/models/page_roundup_settings.rb +258 -0
  491. data/lib/nucleus_api/models/page_score.rb +258 -0
  492. data/lib/nucleus_api/models/page_security.rb +258 -0
  493. data/lib/nucleus_api/models/page_security_exclusion.rb +258 -0
  494. data/lib/nucleus_api/models/page_security_price.rb +258 -0
  495. data/lib/nucleus_api/models/page_spending_control.rb +258 -0
  496. data/lib/nucleus_api/models/page_stage.rb +258 -0
  497. data/lib/nucleus_api/models/page_transaction_code.rb +258 -0
  498. data/lib/nucleus_api/models/page_v_account_asset_size.rb +258 -0
  499. data/lib/nucleus_api/models/page_webhook.rb +258 -0
  500. data/lib/nucleus_api/models/permission_vo.rb +226 -0
  501. data/lib/nucleus_api/models/portfolio.rb +341 -0
  502. data/lib/nucleus_api/models/portfolio_asset_size_log.rb +329 -0
  503. data/lib/nucleus_api/models/portfolio_comment.rb +279 -0
  504. data/lib/nucleus_api/models/portfolio_goal.rb +255 -0
  505. data/lib/nucleus_api/models/portfolio_goal_map.rb +202 -0
  506. data/lib/nucleus_api/models/portfolio_holding_agg.rb +243 -0
  507. data/lib/nucleus_api/models/portfolio_holding_log.rb +339 -0
  508. data/lib/nucleus_api/models/portfolio_transaction.rb +495 -0
  509. data/lib/nucleus_api/models/question.rb +334 -0
  510. data/lib/nucleus_api/models/questionnaire.rb +275 -0
  511. data/lib/nucleus_api/models/reason_code.rb +274 -0
  512. data/lib/nucleus_api/models/risk_profile.rb +286 -0
  513. data/lib/nucleus_api/models/roundup.rb +266 -0
  514. data/lib/nucleus_api/models/roundup_co.rb +232 -0
  515. data/lib/nucleus_api/models/roundup_settings.rb +331 -0
  516. data/lib/nucleus_api/models/score.rb +374 -0
  517. data/lib/nucleus_api/models/securities_composition.rb +232 -0
  518. data/lib/nucleus_api/models/securities_country.rb +202 -0
  519. data/lib/nucleus_api/models/security.rb +434 -0
  520. data/lib/nucleus_api/models/security_composition_vo.rb +300 -0
  521. data/lib/nucleus_api/models/security_country_vo.rb +190 -0
  522. data/lib/nucleus_api/models/security_exclusion.rb +300 -0
  523. data/lib/nucleus_api/models/security_price.rb +313 -0
  524. data/lib/nucleus_api/models/sort.rb +233 -0
  525. data/lib/nucleus_api/models/spending_control.rb +331 -0
  526. data/lib/nucleus_api/models/stage.rb +325 -0
  527. data/lib/nucleus_api/models/stat.rb +203 -0
  528. data/lib/nucleus_api/models/state.rb +202 -0
  529. data/lib/nucleus_api/models/statistic_resource_vo.rb +208 -0
  530. data/lib/nucleus_api/models/token_date_request.rb +233 -0
  531. data/lib/nucleus_api/models/transaction_code.rb +362 -0
  532. data/lib/nucleus_api/models/v_account_asset_size.rb +212 -0
  533. data/lib/nucleus_api/models/v_account_vo.rb +226 -0
  534. data/lib/nucleus_api/models/v_client_goal_view_data.rb +228 -0
  535. data/lib/nucleus_api/models/v_portfolio_vo.rb +208 -0
  536. data/lib/nucleus_api/models/webhook.rb +280 -0
  537. data/lib/nucleus_api/version.rb +15 -0
  538. data/nucleus_api.gemspec +46 -0
  539. data/spec/api/account_api_spec.rb +455 -0
  540. data/spec/api/admin_client_api_spec.rb +100 -0
  541. data/spec/api/aggregation_account_api_spec.rb +399 -0
  542. data/spec/api/allocation_api_spec.rb +225 -0
  543. data/spec/api/application_api_spec.rb +100 -0
  544. data/spec/api/audit_log_api_spec.rb +75 -0
  545. data/spec/api/benchmark_api_spec.rb +115 -0
  546. data/spec/api/budget_api_spec.rb +102 -0
  547. data/spec/api/bulk_api_spec.rb +86 -0
  548. data/spec/api/business_api_spec.rb +153 -0
  549. data/spec/api/card_api_spec.rb +201 -0
  550. data/spec/api/client_api_spec.rb +256 -0
  551. data/spec/api/customer_api_spec.rb +167 -0
  552. data/spec/api/decision_tree_api_spec.rb +242 -0
  553. data/spec/api/document_api_spec.rb +100 -0
  554. data/spec/api/feature_api_spec.rb +165 -0
  555. data/spec/api/financial_statement_api_spec.rb +102 -0
  556. data/spec/api/funding_api_spec.rb +382 -0
  557. data/spec/api/goal_api_spec.rb +225 -0
  558. data/spec/api/household_api_spec.rb +153 -0
  559. data/spec/api/invoice_api_spec.rb +169 -0
  560. data/spec/api/model_api_spec.rb +375 -0
  561. data/spec/api/notification_api_spec.rb +230 -0
  562. data/spec/api/order_api_spec.rb +412 -0
  563. data/spec/api/overflow_api_spec.rb +140 -0
  564. data/spec/api/performance_api_spec.rb +355 -0
  565. data/spec/api/portfolio_api_spec.rb +448 -0
  566. data/spec/api/questionnaire_api_spec.rb +295 -0
  567. data/spec/api/resource_api_spec.rb +148 -0
  568. data/spec/api/risk_profile_api_spec.rb +100 -0
  569. data/spec/api/roundup_api_spec.rb +140 -0
  570. data/spec/api/score_api_spec.rb +100 -0
  571. data/spec/api/securities_api_spec.rb +232 -0
  572. data/spec/api/spending_control_api_spec.rb +100 -0
  573. data/spec/api/utils_api_spec.rb +230 -0
  574. data/spec/api/webhook_api_spec.rb +100 -0
  575. data/spec/api_client_spec.rb +243 -0
  576. data/spec/configuration_spec.rb +42 -0
  577. data/spec/models/account_allocation_mapping_spec.rb +95 -0
  578. data/spec/models/account_map_spec.rb +47 -0
  579. data/spec/models/account_permission_vo_spec.rb +47 -0
  580. data/spec/models/account_portfolio_rebalance_request_spec.rb +119 -0
  581. data/spec/models/account_spec.rb +125 -0
  582. data/spec/models/account_status_spec.rb +89 -0
  583. data/spec/models/account_type_spec.rb +131 -0
  584. data/spec/models/acl_client_permission_vo_spec.rb +57 -0
  585. data/spec/models/admin_client_spec.rb +101 -0
  586. data/spec/models/aggregation_account_balance_spec.rb +101 -0
  587. data/spec/models/aggregation_account_holding_spec.rb +149 -0
  588. data/spec/models/aggregation_account_spec.rb +173 -0
  589. data/spec/models/aggregation_account_transaction_spec.rb +139 -0
  590. data/spec/models/aggregation_accounts_map_spec.rb +47 -0
  591. data/spec/models/allocation_aggregated_vo_spec.rb +71 -0
  592. data/spec/models/allocation_composition_aggregated_vo_spec.rb +107 -0
  593. data/spec/models/allocation_composition_model_holdings_vo_spec.rb +125 -0
  594. data/spec/models/allocation_composition_spec.rb +101 -0
  595. data/spec/models/allocation_node_map_spec.rb +41 -0
  596. data/spec/models/allocation_spec.rb +125 -0
  597. data/spec/models/answer_map_spec.rb +41 -0
  598. data/spec/models/answer_spec.rb +101 -0
  599. data/spec/models/application_spec.rb +83 -0
  600. data/spec/models/audit_log_spec.rb +131 -0
  601. data/spec/models/available_date_double_vo_spec.rb +77 -0
  602. data/spec/models/bank_credit_spec.rb +83 -0
  603. data/spec/models/bank_link_map_spec.rb +47 -0
  604. data/spec/models/bank_link_spec.rb +167 -0
  605. data/spec/models/benchmark_composition_spec.rb +47 -0
  606. data/spec/models/benchmark_spec.rb +95 -0
  607. data/spec/models/brokers_spec.rb +47 -0
  608. data/spec/models/budget_aggregation_account_spec.rb +41 -0
  609. data/spec/models/budget_object_spec.rb +53 -0
  610. data/spec/models/budget_spec.rb +143 -0
  611. data/spec/models/bulk_transaction_spec.rb +71 -0
  612. data/spec/models/bulk_transaction_vo_spec.rb +65 -0
  613. data/spec/models/business_address_spec.rb +83 -0
  614. data/spec/models/business_spec.rb +185 -0
  615. data/spec/models/card_address_spec.rb +77 -0
  616. data/spec/models/card_program_spec.rb +131 -0
  617. data/spec/models/card_spec.rb +202 -0
  618. data/spec/models/cash_spec.rb +53 -0
  619. data/spec/models/categories_map_spec.rb +47 -0
  620. data/spec/models/category_internal_response_vo_spec.rb +53 -0
  621. data/spec/models/category_response_vo_spec.rb +47 -0
  622. data/spec/models/check_images_spec.rb +47 -0
  623. data/spec/models/check_spec.rb +53 -0
  624. data/spec/models/client_account_mapping_spec.rb +53 -0
  625. data/spec/models/client_address_spec.rb +83 -0
  626. data/spec/models/client_relationship_spec.rb +53 -0
  627. data/spec/models/client_response_spec.rb +95 -0
  628. data/spec/models/client_spec.rb +239 -0
  629. data/spec/models/client_status_spec.rb +89 -0
  630. data/spec/models/client_view_goal_data_spec.rb +119 -0
  631. data/spec/models/country_spec.rb +65 -0
  632. data/spec/models/currency_spec.rb +59 -0
  633. data/spec/models/customer_address_spec.rb +77 -0
  634. data/spec/models/customer_revenue_spec.rb +89 -0
  635. data/spec/models/customer_spec.rb +119 -0
  636. data/spec/models/daily_deposit_spec.rb +161 -0
  637. data/spec/models/daily_withdrawal_spec.rb +167 -0
  638. data/spec/models/date_double_vo_spec.rb +53 -0
  639. data/spec/models/decision_tree_co_spec.rb +47 -0
  640. data/spec/models/decision_tree_result_vo_spec.rb +47 -0
  641. data/spec/models/decision_tree_spec.rb +95 -0
  642. data/spec/models/document_spec.rb +173 -0
  643. data/spec/models/employment_spec.rb +59 -0
  644. data/spec/models/external_account_transfer_spec.rb +161 -0
  645. data/spec/models/feature_spec.rb +101 -0
  646. data/spec/models/feature_track_spec.rb +77 -0
  647. data/spec/models/financial_statement_spec.rb +131 -0
  648. data/spec/models/funding_request_map_spec.rb +41 -0
  649. data/spec/models/funding_spec.rb +215 -0
  650. data/spec/models/fx_rate_view_spec.rb +59 -0
  651. data/spec/models/goal_account_mapping_spec.rb +59 -0
  652. data/spec/models/goal_spec.rb +137 -0
  653. data/spec/models/goal_track_accounts_spec.rb +41 -0
  654. data/spec/models/goal_track_spec.rb +149 -0
  655. data/spec/models/household_spec.rb +101 -0
  656. data/spec/models/investment_spec.rb +89 -0
  657. data/spec/models/invoice_payment_spec.rb +83 -0
  658. data/spec/models/invoice_spec.rb +185 -0
  659. data/spec/models/json_node_spec.rb +171 -0
  660. data/spec/models/line_items_spec.rb +83 -0
  661. data/spec/models/location_spec.rb +83 -0
  662. data/spec/models/member_spec.rb +59 -0
  663. data/spec/models/merchant_category_code_spec.rb +59 -0
  664. data/spec/models/merchants_map_spec.rb +47 -0
  665. data/spec/models/model_asset_size_spec.rb +89 -0
  666. data/spec/models/model_comment_spec.rb +83 -0
  667. data/spec/models/model_holding_spec.rb +143 -0
  668. data/spec/models/model_holding_vo_spec.rb +59 -0
  669. data/spec/models/model_spec.rb +167 -0
  670. data/spec/models/model_transaction_spec.rb +95 -0
  671. data/spec/models/mx_merchant_res_spec.rb +77 -0
  672. data/spec/models/node_relationship_spec.rb +101 -0
  673. data/spec/models/node_spec.rb +83 -0
  674. data/spec/models/notification_client_spec.rb +107 -0
  675. data/spec/models/notification_setting_spec.rb +107 -0
  676. data/spec/models/notification_spec.rb +113 -0
  677. data/spec/models/order_bulk_spec.rb +101 -0
  678. data/spec/models/order_reconcile_request_spec.rb +65 -0
  679. data/spec/models/order_reconcile_return_object_spec.rb +65 -0
  680. data/spec/models/order_spec.rb +155 -0
  681. data/spec/models/order_status_spec.rb +77 -0
  682. data/spec/models/order_track_spec.rb +113 -0
  683. data/spec/models/order_vo_clone_spec.rb +113 -0
  684. data/spec/models/overflow_bank_link_map_spec.rb +47 -0
  685. data/spec/models/overflow_settings_spec.rb +95 -0
  686. data/spec/models/overflow_spec.rb +89 -0
  687. data/spec/models/overflow_vo_spec.rb +53 -0
  688. data/spec/models/ownership_spec.rb +65 -0
  689. data/spec/models/page_account_allocation_mapping_spec.rb +89 -0
  690. data/spec/models/page_account_permission_vo_spec.rb +89 -0
  691. data/spec/models/page_account_spec.rb +89 -0
  692. data/spec/models/page_account_status_spec.rb +89 -0
  693. data/spec/models/page_account_type_spec.rb +89 -0
  694. data/spec/models/page_admin_client_spec.rb +89 -0
  695. data/spec/models/page_aggregation_account_balance_spec.rb +89 -0
  696. data/spec/models/page_aggregation_account_holding_spec.rb +89 -0
  697. data/spec/models/page_aggregation_account_spec.rb +89 -0
  698. data/spec/models/page_aggregation_account_transaction_spec.rb +89 -0
  699. data/spec/models/page_allocation_composition_spec.rb +89 -0
  700. data/spec/models/page_allocation_spec.rb +89 -0
  701. data/spec/models/page_answer_spec.rb +89 -0
  702. data/spec/models/page_application_spec.rb +89 -0
  703. data/spec/models/page_audit_log_spec.rb +89 -0
  704. data/spec/models/page_bank_link_spec.rb +89 -0
  705. data/spec/models/page_benchmark_spec.rb +89 -0
  706. data/spec/models/page_budget_spec.rb +89 -0
  707. data/spec/models/page_business_spec.rb +89 -0
  708. data/spec/models/page_card_program_spec.rb +89 -0
  709. data/spec/models/page_card_spec.rb +89 -0
  710. data/spec/models/page_client_response_spec.rb +89 -0
  711. data/spec/models/page_client_spec.rb +89 -0
  712. data/spec/models/page_client_status_spec.rb +89 -0
  713. data/spec/models/page_customer_revenue_spec.rb +89 -0
  714. data/spec/models/page_customer_spec.rb +89 -0
  715. data/spec/models/page_daily_deposit_spec.rb +89 -0
  716. data/spec/models/page_daily_withdrawal_spec.rb +89 -0
  717. data/spec/models/page_decision_tree_spec.rb +89 -0
  718. data/spec/models/page_document_spec.rb +89 -0
  719. data/spec/models/page_external_account_transfer_spec.rb +89 -0
  720. data/spec/models/page_feature_spec.rb +89 -0
  721. data/spec/models/page_feature_track_spec.rb +89 -0
  722. data/spec/models/page_financial_statement_spec.rb +89 -0
  723. data/spec/models/page_funding_spec.rb +89 -0
  724. data/spec/models/page_goal_spec.rb +89 -0
  725. data/spec/models/page_goal_track_spec.rb +89 -0
  726. data/spec/models/page_household_spec.rb +89 -0
  727. data/spec/models/page_invoice_payment_spec.rb +89 -0
  728. data/spec/models/page_invoice_spec.rb +89 -0
  729. data/spec/models/page_model_asset_size_spec.rb +89 -0
  730. data/spec/models/page_model_comment_spec.rb +89 -0
  731. data/spec/models/page_model_holding_spec.rb +89 -0
  732. data/spec/models/page_model_spec.rb +89 -0
  733. data/spec/models/page_model_transaction_spec.rb +89 -0
  734. data/spec/models/page_mx_merchant_res_spec.rb +89 -0
  735. data/spec/models/page_node_relationship_spec.rb +89 -0
  736. data/spec/models/page_node_spec.rb +89 -0
  737. data/spec/models/page_notification_client_spec.rb +89 -0
  738. data/spec/models/page_notification_setting_spec.rb +89 -0
  739. data/spec/models/page_notification_spec.rb +89 -0
  740. data/spec/models/page_order_bulk_spec.rb +89 -0
  741. data/spec/models/page_order_spec.rb +89 -0
  742. data/spec/models/page_order_status_spec.rb +89 -0
  743. data/spec/models/page_order_track_spec.rb +89 -0
  744. data/spec/models/page_overflow_settings_spec.rb +89 -0
  745. data/spec/models/page_overflow_spec.rb +89 -0
  746. data/spec/models/page_portfolio_asset_size_log_spec.rb +89 -0
  747. data/spec/models/page_portfolio_comment_spec.rb +89 -0
  748. data/spec/models/page_portfolio_goal_spec.rb +89 -0
  749. data/spec/models/page_portfolio_holding_log_spec.rb +89 -0
  750. data/spec/models/page_portfolio_spec.rb +89 -0
  751. data/spec/models/page_portfolio_transaction_spec.rb +89 -0
  752. data/spec/models/page_question_spec.rb +89 -0
  753. data/spec/models/page_questionnaire_spec.rb +89 -0
  754. data/spec/models/page_reason_code_spec.rb +89 -0
  755. data/spec/models/page_risk_profile_spec.rb +89 -0
  756. data/spec/models/page_roundup_settings_spec.rb +89 -0
  757. data/spec/models/page_roundup_spec.rb +89 -0
  758. data/spec/models/page_score_spec.rb +89 -0
  759. data/spec/models/page_security_exclusion_spec.rb +89 -0
  760. data/spec/models/page_security_price_spec.rb +89 -0
  761. data/spec/models/page_security_spec.rb +89 -0
  762. data/spec/models/page_spending_control_spec.rb +89 -0
  763. data/spec/models/page_stage_spec.rb +89 -0
  764. data/spec/models/page_transaction_code_spec.rb +89 -0
  765. data/spec/models/page_v_account_asset_size_spec.rb +89 -0
  766. data/spec/models/page_webhook_spec.rb +89 -0
  767. data/spec/models/permission_vo_spec.rb +51 -0
  768. data/spec/models/portfolio_asset_size_log_spec.rb +113 -0
  769. data/spec/models/portfolio_comment_spec.rb +89 -0
  770. data/spec/models/portfolio_goal_map_spec.rb +47 -0
  771. data/spec/models/portfolio_goal_spec.rb +77 -0
  772. data/spec/models/portfolio_holding_agg_spec.rb +77 -0
  773. data/spec/models/portfolio_holding_log_spec.rb +119 -0
  774. data/spec/models/portfolio_spec.rb +125 -0
  775. data/spec/models/portfolio_transaction_spec.rb +215 -0
  776. data/spec/models/question_spec.rb +131 -0
  777. data/spec/models/questionnaire_spec.rb +95 -0
  778. data/spec/models/reason_code_spec.rb +95 -0
  779. data/spec/models/risk_profile_spec.rb +101 -0
  780. data/spec/models/roundup_co_spec.rb +65 -0
  781. data/spec/models/roundup_settings_spec.rb +119 -0
  782. data/spec/models/roundup_spec.rb +83 -0
  783. data/spec/models/score_spec.rb +135 -0
  784. data/spec/models/securities_composition_spec.rb +59 -0
  785. data/spec/models/securities_country_spec.rb +47 -0
  786. data/spec/models/security_composition_vo_spec.rb +119 -0
  787. data/spec/models/security_country_vo_spec.rb +47 -0
  788. data/spec/models/security_exclusion_spec.rb +101 -0
  789. data/spec/models/security_price_spec.rb +113 -0
  790. data/spec/models/security_spec.rb +185 -0
  791. data/spec/models/sort_spec.rb +71 -0
  792. data/spec/models/spending_control_spec.rb +119 -0
  793. data/spec/models/stage_spec.rb +125 -0
  794. data/spec/models/stat_spec.rb +47 -0
  795. data/spec/models/state_spec.rb +53 -0
  796. data/spec/models/statistic_resource_vo_spec.rb +59 -0
  797. data/spec/models/token_date_request_spec.rb +71 -0
  798. data/spec/models/transaction_code_spec.rb +125 -0
  799. data/spec/models/v_account_asset_size_spec.rb +59 -0
  800. data/spec/models/v_account_vo_spec.rb +71 -0
  801. data/spec/models/v_client_goal_view_data_spec.rb +71 -0
  802. data/spec/models/v_portfolio_vo_spec.rb +59 -0
  803. data/spec/models/webhook_spec.rb +87 -0
  804. data/spec/spec_helper.rb +111 -0
  805. metadata +1312 -0
@@ -0,0 +1,1776 @@
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