snaptrade 1.14.0 → 1.15.1

data/lib/snaptrade/api/transactions_and_reporting_api.rb

@@ -1,283 +1,283 @@
-=begin
-#SnapTrade
-
-#Connect brokerage accounts to your app for live positions and trading
-
-The version of the OpenAPI document: 1.0.0
-Contact: api@snaptrade.com
-
-=end
-
-require 'cgi'
-
-module SnapTrade
-  class TransactionsAndReportingApi
-    attr_accessor :api_client
-
-    def initialize(api_client = ApiClient.default)
-      @api_client = api_client
-    end
-
-    # Get transaction history for a user
-    # Returns activities (transactions) for a user. Specifing start and end date is highly recommended for automatic calls for better performance
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param start_date [Date] 
-    # @param end_date [Date] 
-    # @param accounts [String] Optional comma seperated list of account IDs used to filter the request on specific accounts
-    # @param brokerage_authorizations [String] Optional comma seperated list of brokerage authorization IDs used to filter the request on only accounts that belong to those authorizations
-    # @param type [String] Optional comma seperated list of types to filter activities by. This is not an exhaustive list, if we fail to match to these types, we will return the raw description from the brokerage. Potential values include - DIVIDEND - BUY - SELL - CONTRIBUTION - WITHDRAWAL - EXTERNAL_ASSET_TRANSFER_IN - EXTERNAL_ASSET_TRANSFER_OUT - INTERNAL_CASH_TRANSFER_IN - INTERNAL_CASH_TRANSFER_OUT - INTERNAL_ASSET_TRANSFER_IN - INTERNAL_ASSET_TRANSFER_OUT - INTEREST - REBATE - GOV_GRANT - TAX - FEE - REI - FXT
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def get_activities(user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, accounts: SENTINEL, brokerage_authorizations: SENTINEL, type: SENTINEL, extra: {})
-      extra[:start_date] = start_date if start_date != SENTINEL
-      extra[:end_date] = end_date if end_date != SENTINEL
-      extra[:accounts] = accounts if accounts != SENTINEL
-      extra[:brokerage_authorizations] = brokerage_authorizations if brokerage_authorizations != SENTINEL
-      extra[:type] = type if type != SENTINEL
-
-      data, _status_code, _headers = get_activities_with_http_info_impl(user_id, user_secret, extra)
-      data
-    end
-
-    # Get transaction history for a user
-    # Returns activities (transactions) for a user. Specifing start and end date is highly recommended for automatic calls for better performance
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param start_date [Date] 
-    # @param end_date [Date] 
-    # @param accounts [String] Optional comma seperated list of account IDs used to filter the request on specific accounts
-    # @param brokerage_authorizations [String] Optional comma seperated list of brokerage authorization IDs used to filter the request on only accounts that belong to those authorizations
-    # @param type [String] Optional comma seperated list of types to filter activities by. This is not an exhaustive list, if we fail to match to these types, we will return the raw description from the brokerage. Potential values include - DIVIDEND - BUY - SELL - CONTRIBUTION - WITHDRAWAL - EXTERNAL_ASSET_TRANSFER_IN - EXTERNAL_ASSET_TRANSFER_OUT - INTERNAL_CASH_TRANSFER_IN - INTERNAL_CASH_TRANSFER_OUT - INTERNAL_ASSET_TRANSFER_IN - INTERNAL_ASSET_TRANSFER_OUT - INTEREST - REBATE - GOV_GRANT - TAX - FEE - REI - FXT
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def get_activities_with_http_info(user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, accounts: SENTINEL, brokerage_authorizations: SENTINEL, type: SENTINEL, extra: {})
-      extra[:start_date] = start_date if start_date != SENTINEL
-      extra[:end_date] = end_date if end_date != SENTINEL
-      extra[:accounts] = accounts if accounts != SENTINEL
-      extra[:brokerage_authorizations] = brokerage_authorizations if brokerage_authorizations != SENTINEL
-      extra[:type] = type if type != SENTINEL
-
-      get_activities_with_http_info_impl(user_id, user_secret, extra)
-    end
-
-    # Get transaction history for a user
-    # Returns activities (transactions) for a user. Specifing start and end date is highly recommended for automatic calls for better performance
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param [Hash] opts the optional parameters
-    # @option opts [Date] :start_date 
-    # @option opts [Date] :end_date 
-    # @option opts [String] :accounts Optional comma seperated list of account IDs used to filter the request on specific accounts
-    # @option opts [String] :brokerage_authorizations Optional comma seperated list of brokerage authorization IDs used to filter the request on only accounts that belong to those authorizations
-    # @option opts [String] :type Optional comma seperated list of types to filter activities by. This is not an exhaustive list, if we fail to match to these types, we will return the raw description from the brokerage. Potential values include - DIVIDEND - BUY - SELL - CONTRIBUTION - WITHDRAWAL - EXTERNAL_ASSET_TRANSFER_IN - EXTERNAL_ASSET_TRANSFER_OUT - INTERNAL_CASH_TRANSFER_IN - INTERNAL_CASH_TRANSFER_OUT - INTERNAL_ASSET_TRANSFER_IN - INTERNAL_ASSET_TRANSFER_OUT - INTEREST - REBATE - GOV_GRANT - TAX - FEE - REI - FXT
-    # @return [Array<UniversalActivity>]
-    def get_activities_impl(user_id, user_secret, opts = {})
-      data, _status_code, _headers = get_activities_with_http_info(user_id, user_secret, opts)
-      data
-    end
-
-    # Get transaction history for a user
-    # Returns activities (transactions) for a user. Specifing start and end date is highly recommended for automatic calls for better performance
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param [Hash] opts the optional parameters
-    # @option opts [Date] :start_date 
-    # @option opts [Date] :end_date 
-    # @option opts [String] :accounts Optional comma seperated list of account IDs used to filter the request on specific accounts
-    # @option opts [String] :brokerage_authorizations Optional comma seperated list of brokerage authorization IDs used to filter the request on only accounts that belong to those authorizations
-    # @option opts [String] :type Optional comma seperated list of types to filter activities by. This is not an exhaustive list, if we fail to match to these types, we will return the raw description from the brokerage. Potential values include - DIVIDEND - BUY - SELL - CONTRIBUTION - WITHDRAWAL - EXTERNAL_ASSET_TRANSFER_IN - EXTERNAL_ASSET_TRANSFER_OUT - INTERNAL_CASH_TRANSFER_IN - INTERNAL_CASH_TRANSFER_OUT - INTERNAL_ASSET_TRANSFER_IN - INTERNAL_ASSET_TRANSFER_OUT - INTEREST - REBATE - GOV_GRANT - TAX - FEE - REI - FXT
-    # @return [Array<(Array<UniversalActivity>, Integer, Hash)>] Array<UniversalActivity> data, response status code and response headers
-    def get_activities_with_http_info_impl(user_id, user_secret, opts = {})
-      if @api_client.config.debugging
-        @api_client.config.logger.debug 'Calling API: TransactionsAndReportingApi.get_activities ...'
-      end
-      # verify the required parameter 'user_id' is set
-      if @api_client.config.client_side_validation && user_id.nil?
-        fail ArgumentError, "Missing the required parameter 'user_id' when calling TransactionsAndReportingApi.get_activities"
-      end
-      # verify the required parameter 'user_secret' is set
-      if @api_client.config.client_side_validation && user_secret.nil?
-        fail ArgumentError, "Missing the required parameter 'user_secret' when calling TransactionsAndReportingApi.get_activities"
-      end
-      # resource path
-      local_var_path = '/activities'
-
-      # query parameters
-      query_params = opts[:query_params] || {}
-      query_params[:'userId'] = user_id
-      query_params[:'userSecret'] = user_secret
-      query_params[:'startDate'] = opts[:'start_date'] if !opts[:'start_date'].nil?
-      query_params[:'endDate'] = opts[:'end_date'] if !opts[:'end_date'].nil?
-      query_params[:'accounts'] = opts[:'accounts'] if !opts[:'accounts'].nil?
-      query_params[:'brokerageAuthorizations'] = opts[:'brokerage_authorizations'] if !opts[:'brokerage_authorizations'].nil?
-      query_params[:'type'] = opts[:'type'] if !opts[:'type'].nil?
-
-      # header parameters
-      header_params = opts[:header_params] || {}
-      # HTTP header 'Accept' (if needed)
-      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
-
-      # form parameters
-      form_params = opts[:form_params] || {}
-
-      # http body (model)
-      post_body = opts[:debug_body]
-
-      # return_type
-      return_type = opts[:debug_return_type] || 'Array<UniversalActivity>'
-
-      # auth_names
-      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
-
-      new_options = opts.merge(
-        :operation => :"TransactionsAndReportingApi.get_activities",
-        :header_params => header_params,
-        :query_params => query_params,
-        :form_params => form_params,
-        :body => post_body,
-        :auth_names => auth_names,
-        :return_type => return_type
-      )
-
-      data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
-      if @api_client.config.debugging
-        @api_client.config.logger.debug "API called: TransactionsAndReportingApi#get_activities\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
-      end
-      return data, status_code, headers, response
-    end
-
-
-    # Get performance information for a specific timeframe
-    # Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Total Equity Timeframe and Rate of Returns are experimental and should not be trusted to be 100% accurate
-    # @param start_date [Date] 
-    # @param end_date [Date] 
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param accounts [String] Optional comma seperated list of account IDs used to filter the request on specific accounts
-    # @param detailed [Boolean] Optional, increases frequency of data points for the total value and contribution charts if set to true
-    # @param frequency [String] Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def get_reporting_custom_range(start_date:, end_date:, user_id:, user_secret:, accounts: SENTINEL, detailed: SENTINEL, frequency: SENTINEL, extra: {})
-      extra[:accounts] = accounts if accounts != SENTINEL
-      extra[:detailed] = detailed if detailed != SENTINEL
-      extra[:frequency] = frequency if frequency != SENTINEL
-
-      data, _status_code, _headers = get_reporting_custom_range_with_http_info_impl(start_date, end_date, user_id, user_secret, extra)
-      data
-    end
-
-    # Get performance information for a specific timeframe
-    # Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Total Equity Timeframe and Rate of Returns are experimental and should not be trusted to be 100% accurate
-    # @param start_date [Date] 
-    # @param end_date [Date] 
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param accounts [String] Optional comma seperated list of account IDs used to filter the request on specific accounts
-    # @param detailed [Boolean] Optional, increases frequency of data points for the total value and contribution charts if set to true
-    # @param frequency [String] Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def get_reporting_custom_range_with_http_info(start_date:, end_date:, user_id:, user_secret:, accounts: SENTINEL, detailed: SENTINEL, frequency: SENTINEL, extra: {})
-      extra[:accounts] = accounts if accounts != SENTINEL
-      extra[:detailed] = detailed if detailed != SENTINEL
-      extra[:frequency] = frequency if frequency != SENTINEL
-
-      get_reporting_custom_range_with_http_info_impl(start_date, end_date, user_id, user_secret, extra)
-    end
-
-    # Get performance information for a specific timeframe
-    # Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Total Equity Timeframe and Rate of Returns are experimental and should not be trusted to be 100% accurate
-    # @param start_date [Date] 
-    # @param end_date [Date] 
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param [Hash] opts the optional parameters
-    # @option opts [String] :accounts Optional comma seperated list of account IDs used to filter the request on specific accounts
-    # @option opts [Boolean] :detailed Optional, increases frequency of data points for the total value and contribution charts if set to true
-    # @option opts [String] :frequency Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.
-    # @return [PerformanceCustom]
-    def get_reporting_custom_range_impl(start_date, end_date, user_id, user_secret, opts = {})
-      data, _status_code, _headers = get_reporting_custom_range_with_http_info(start_date, end_date, user_id, user_secret, opts)
-      data
-    end
-
-    # Get performance information for a specific timeframe
-    # Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Total Equity Timeframe and Rate of Returns are experimental and should not be trusted to be 100% accurate
-    # @param start_date [Date] 
-    # @param end_date [Date] 
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param [Hash] opts the optional parameters
-    # @option opts [String] :accounts Optional comma seperated list of account IDs used to filter the request on specific accounts
-    # @option opts [Boolean] :detailed Optional, increases frequency of data points for the total value and contribution charts if set to true
-    # @option opts [String] :frequency Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.
-    # @return [Array<(PerformanceCustom, Integer, Hash)>] PerformanceCustom data, response status code and response headers
-    def get_reporting_custom_range_with_http_info_impl(start_date, end_date, user_id, user_secret, opts = {})
-      if @api_client.config.debugging
-        @api_client.config.logger.debug 'Calling API: TransactionsAndReportingApi.get_reporting_custom_range ...'
-      end
-      # verify the required parameter 'start_date' is set
-      if @api_client.config.client_side_validation && start_date.nil?
-        fail ArgumentError, "Missing the required parameter 'start_date' when calling TransactionsAndReportingApi.get_reporting_custom_range"
-      end
-      # verify the required parameter 'end_date' is set
-      if @api_client.config.client_side_validation && end_date.nil?
-        fail ArgumentError, "Missing the required parameter 'end_date' when calling TransactionsAndReportingApi.get_reporting_custom_range"
-      end
-      # verify the required parameter 'user_id' is set
-      if @api_client.config.client_side_validation && user_id.nil?
-        fail ArgumentError, "Missing the required parameter 'user_id' when calling TransactionsAndReportingApi.get_reporting_custom_range"
-      end
-      # verify the required parameter 'user_secret' is set
-      if @api_client.config.client_side_validation && user_secret.nil?
-        fail ArgumentError, "Missing the required parameter 'user_secret' when calling TransactionsAndReportingApi.get_reporting_custom_range"
-      end
-      # resource path
-      local_var_path = '/performance/custom'
-
-      # query parameters
-      query_params = opts[:query_params] || {}
-      query_params[:'startDate'] = start_date
-      query_params[:'endDate'] = end_date
-      query_params[:'userId'] = user_id
-      query_params[:'userSecret'] = user_secret
-      query_params[:'accounts'] = opts[:'accounts'] if !opts[:'accounts'].nil?
-      query_params[:'detailed'] = opts[:'detailed'] if !opts[:'detailed'].nil?
-      query_params[:'frequency'] = opts[:'frequency'] if !opts[:'frequency'].nil?
-
-      # header parameters
-      header_params = opts[:header_params] || {}
-      # HTTP header 'Accept' (if needed)
-      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
-
-      # form parameters
-      form_params = opts[:form_params] || {}
-
-      # http body (model)
-      post_body = opts[:debug_body]
-
-      # return_type
-      return_type = opts[:debug_return_type] || 'PerformanceCustom'
-
-      # auth_names
-      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
-
-      new_options = opts.merge(
-        :operation => :"TransactionsAndReportingApi.get_reporting_custom_range",
-        :header_params => header_params,
-        :query_params => query_params,
-        :form_params => form_params,
-        :body => post_body,
-        :auth_names => auth_names,
-        :return_type => return_type
-      )
-
-      data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
-      if @api_client.config.debugging
-        @api_client.config.logger.debug "API called: TransactionsAndReportingApi#get_reporting_custom_range\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
-      end
-      return data, status_code, headers, response
-    end
-  end
-
-  # top-level client access to avoid having the user to insantiate their own API instances
-  TransactionsAndReporting = TransactionsAndReportingApi::new
-end
+=begin
+#SnapTrade
+
+#Connect brokerage accounts to your app for live positions and trading
+
+The version of the OpenAPI document: 1.0.0
+Contact: api@snaptrade.com
+
+=end
+
+require 'cgi'
+
+module SnapTrade
+  class TransactionsAndReportingApi
+    attr_accessor :api_client
+
+    def initialize(api_client = ApiClient.default)
+      @api_client = api_client
+    end
+
+    # Get transaction history for a user
+    # Returns activities (transactions) for a user. Specifing start and end date is highly recommended for automatic calls for better performance
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param start_date [Date] 
+    # @param end_date [Date] 
+    # @param accounts [String] Optional comma seperated list of account IDs used to filter the request on specific accounts
+    # @param brokerage_authorizations [String] Optional comma seperated list of brokerage authorization IDs used to filter the request on only accounts that belong to those authorizations
+    # @param type [String] Optional comma seperated list of types to filter activities by. This is not an exhaustive list, if we fail to match to these types, we will return the raw description from the brokerage. Potential values include - DIVIDEND - BUY - SELL - CONTRIBUTION - WITHDRAWAL - EXTERNAL_ASSET_TRANSFER_IN - EXTERNAL_ASSET_TRANSFER_OUT - INTERNAL_CASH_TRANSFER_IN - INTERNAL_CASH_TRANSFER_OUT - INTERNAL_ASSET_TRANSFER_IN - INTERNAL_ASSET_TRANSFER_OUT - INTEREST - REBATE - GOV_GRANT - TAX - FEE - REI - FXT
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def get_activities(user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, accounts: SENTINEL, brokerage_authorizations: SENTINEL, type: SENTINEL, extra: {})
+      extra[:start_date] = start_date if start_date != SENTINEL
+      extra[:end_date] = end_date if end_date != SENTINEL
+      extra[:accounts] = accounts if accounts != SENTINEL
+      extra[:brokerage_authorizations] = brokerage_authorizations if brokerage_authorizations != SENTINEL
+      extra[:type] = type if type != SENTINEL
+
+      data, _status_code, _headers = get_activities_with_http_info_impl(user_id, user_secret, extra)
+      data
+    end
+
+    # Get transaction history for a user
+    # Returns activities (transactions) for a user. Specifing start and end date is highly recommended for automatic calls for better performance
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param start_date [Date] 
+    # @param end_date [Date] 
+    # @param accounts [String] Optional comma seperated list of account IDs used to filter the request on specific accounts
+    # @param brokerage_authorizations [String] Optional comma seperated list of brokerage authorization IDs used to filter the request on only accounts that belong to those authorizations
+    # @param type [String] Optional comma seperated list of types to filter activities by. This is not an exhaustive list, if we fail to match to these types, we will return the raw description from the brokerage. Potential values include - DIVIDEND - BUY - SELL - CONTRIBUTION - WITHDRAWAL - EXTERNAL_ASSET_TRANSFER_IN - EXTERNAL_ASSET_TRANSFER_OUT - INTERNAL_CASH_TRANSFER_IN - INTERNAL_CASH_TRANSFER_OUT - INTERNAL_ASSET_TRANSFER_IN - INTERNAL_ASSET_TRANSFER_OUT - INTEREST - REBATE - GOV_GRANT - TAX - FEE - REI - FXT
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def get_activities_with_http_info(user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, accounts: SENTINEL, brokerage_authorizations: SENTINEL, type: SENTINEL, extra: {})
+      extra[:start_date] = start_date if start_date != SENTINEL
+      extra[:end_date] = end_date if end_date != SENTINEL
+      extra[:accounts] = accounts if accounts != SENTINEL
+      extra[:brokerage_authorizations] = brokerage_authorizations if brokerage_authorizations != SENTINEL
+      extra[:type] = type if type != SENTINEL
+
+      get_activities_with_http_info_impl(user_id, user_secret, extra)
+    end
+
+    # Get transaction history for a user
+    # Returns activities (transactions) for a user. Specifing start and end date is highly recommended for automatic calls for better performance
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param [Hash] opts the optional parameters
+    # @option opts [Date] :start_date 
+    # @option opts [Date] :end_date 
+    # @option opts [String] :accounts Optional comma seperated list of account IDs used to filter the request on specific accounts
+    # @option opts [String] :brokerage_authorizations Optional comma seperated list of brokerage authorization IDs used to filter the request on only accounts that belong to those authorizations
+    # @option opts [String] :type Optional comma seperated list of types to filter activities by. This is not an exhaustive list, if we fail to match to these types, we will return the raw description from the brokerage. Potential values include - DIVIDEND - BUY - SELL - CONTRIBUTION - WITHDRAWAL - EXTERNAL_ASSET_TRANSFER_IN - EXTERNAL_ASSET_TRANSFER_OUT - INTERNAL_CASH_TRANSFER_IN - INTERNAL_CASH_TRANSFER_OUT - INTERNAL_ASSET_TRANSFER_IN - INTERNAL_ASSET_TRANSFER_OUT - INTEREST - REBATE - GOV_GRANT - TAX - FEE - REI - FXT
+    # @return [Array<UniversalActivity>]
+    def get_activities_impl(user_id, user_secret, opts = {})
+      data, _status_code, _headers = get_activities_with_http_info(user_id, user_secret, opts)
+      data
+    end
+
+    # Get transaction history for a user
+    # Returns activities (transactions) for a user. Specifing start and end date is highly recommended for automatic calls for better performance
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param [Hash] opts the optional parameters
+    # @option opts [Date] :start_date 
+    # @option opts [Date] :end_date 
+    # @option opts [String] :accounts Optional comma seperated list of account IDs used to filter the request on specific accounts
+    # @option opts [String] :brokerage_authorizations Optional comma seperated list of brokerage authorization IDs used to filter the request on only accounts that belong to those authorizations
+    # @option opts [String] :type Optional comma seperated list of types to filter activities by. This is not an exhaustive list, if we fail to match to these types, we will return the raw description from the brokerage. Potential values include - DIVIDEND - BUY - SELL - CONTRIBUTION - WITHDRAWAL - EXTERNAL_ASSET_TRANSFER_IN - EXTERNAL_ASSET_TRANSFER_OUT - INTERNAL_CASH_TRANSFER_IN - INTERNAL_CASH_TRANSFER_OUT - INTERNAL_ASSET_TRANSFER_IN - INTERNAL_ASSET_TRANSFER_OUT - INTEREST - REBATE - GOV_GRANT - TAX - FEE - REI - FXT
+    # @return [Array<(Array<UniversalActivity>, Integer, Hash)>] Array<UniversalActivity> data, response status code and response headers
+    def get_activities_with_http_info_impl(user_id, user_secret, opts = {})
+      if @api_client.config.debugging
+        @api_client.config.logger.debug 'Calling API: TransactionsAndReportingApi.get_activities ...'
+      end
+      # verify the required parameter 'user_id' is set
+      if @api_client.config.client_side_validation && user_id.nil?
+        fail ArgumentError, "Missing the required parameter 'user_id' when calling TransactionsAndReportingApi.get_activities"
+      end
+      # verify the required parameter 'user_secret' is set
+      if @api_client.config.client_side_validation && user_secret.nil?
+        fail ArgumentError, "Missing the required parameter 'user_secret' when calling TransactionsAndReportingApi.get_activities"
+      end
+      # resource path
+      local_var_path = '/activities'
+
+      # query parameters
+      query_params = opts[:query_params] || {}
+      query_params[:'userId'] = user_id
+      query_params[:'userSecret'] = user_secret
+      query_params[:'startDate'] = opts[:'start_date'] if !opts[:'start_date'].nil?
+      query_params[:'endDate'] = opts[:'end_date'] if !opts[:'end_date'].nil?
+      query_params[:'accounts'] = opts[:'accounts'] if !opts[:'accounts'].nil?
+      query_params[:'brokerageAuthorizations'] = opts[:'brokerage_authorizations'] if !opts[:'brokerage_authorizations'].nil?
+      query_params[:'type'] = opts[:'type'] if !opts[:'type'].nil?
+
+      # header parameters
+      header_params = opts[:header_params] || {}
+      # HTTP header 'Accept' (if needed)
+      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
+
+      # form parameters
+      form_params = opts[:form_params] || {}
+
+      # http body (model)
+      post_body = opts[:debug_body]
+
+      # return_type
+      return_type = opts[:debug_return_type] || 'Array<UniversalActivity>'
+
+      # auth_names
+      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
+
+      new_options = opts.merge(
+        :operation => :"TransactionsAndReportingApi.get_activities",
+        :header_params => header_params,
+        :query_params => query_params,
+        :form_params => form_params,
+        :body => post_body,
+        :auth_names => auth_names,
+        :return_type => return_type
+      )
+
+      data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
+      if @api_client.config.debugging
+        @api_client.config.logger.debug "API called: TransactionsAndReportingApi#get_activities\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
+      end
+      return data, status_code, headers, response
+    end
+
+
+    # Get performance information for a specific timeframe
+    # Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Total Equity Timeframe and Rate of Returns are experimental and should not be trusted to be 100% accurate
+    # @param start_date [Date] 
+    # @param end_date [Date] 
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param accounts [String] Optional comma seperated list of account IDs used to filter the request on specific accounts
+    # @param detailed [Boolean] Optional, increases frequency of data points for the total value and contribution charts if set to true
+    # @param frequency [String] Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def get_reporting_custom_range(start_date:, end_date:, user_id:, user_secret:, accounts: SENTINEL, detailed: SENTINEL, frequency: SENTINEL, extra: {})
+      extra[:accounts] = accounts if accounts != SENTINEL
+      extra[:detailed] = detailed if detailed != SENTINEL
+      extra[:frequency] = frequency if frequency != SENTINEL
+
+      data, _status_code, _headers = get_reporting_custom_range_with_http_info_impl(start_date, end_date, user_id, user_secret, extra)
+      data
+    end
+
+    # Get performance information for a specific timeframe
+    # Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Total Equity Timeframe and Rate of Returns are experimental and should not be trusted to be 100% accurate
+    # @param start_date [Date] 
+    # @param end_date [Date] 
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param accounts [String] Optional comma seperated list of account IDs used to filter the request on specific accounts
+    # @param detailed [Boolean] Optional, increases frequency of data points for the total value and contribution charts if set to true
+    # @param frequency [String] Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def get_reporting_custom_range_with_http_info(start_date:, end_date:, user_id:, user_secret:, accounts: SENTINEL, detailed: SENTINEL, frequency: SENTINEL, extra: {})
+      extra[:accounts] = accounts if accounts != SENTINEL
+      extra[:detailed] = detailed if detailed != SENTINEL
+      extra[:frequency] = frequency if frequency != SENTINEL
+
+      get_reporting_custom_range_with_http_info_impl(start_date, end_date, user_id, user_secret, extra)
+    end
+
+    # Get performance information for a specific timeframe
+    # Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Total Equity Timeframe and Rate of Returns are experimental and should not be trusted to be 100% accurate
+    # @param start_date [Date] 
+    # @param end_date [Date] 
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param [Hash] opts the optional parameters
+    # @option opts [String] :accounts Optional comma seperated list of account IDs used to filter the request on specific accounts
+    # @option opts [Boolean] :detailed Optional, increases frequency of data points for the total value and contribution charts if set to true
+    # @option opts [String] :frequency Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.
+    # @return [PerformanceCustom]
+    def get_reporting_custom_range_impl(start_date, end_date, user_id, user_secret, opts = {})
+      data, _status_code, _headers = get_reporting_custom_range_with_http_info(start_date, end_date, user_id, user_secret, opts)
+      data
+    end
+
+    # Get performance information for a specific timeframe
+    # Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Total Equity Timeframe and Rate of Returns are experimental and should not be trusted to be 100% accurate
+    # @param start_date [Date] 
+    # @param end_date [Date] 
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param [Hash] opts the optional parameters
+    # @option opts [String] :accounts Optional comma seperated list of account IDs used to filter the request on specific accounts
+    # @option opts [Boolean] :detailed Optional, increases frequency of data points for the total value and contribution charts if set to true
+    # @option opts [String] :frequency Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.
+    # @return [Array<(PerformanceCustom, Integer, Hash)>] PerformanceCustom data, response status code and response headers
+    def get_reporting_custom_range_with_http_info_impl(start_date, end_date, user_id, user_secret, opts = {})
+      if @api_client.config.debugging
+        @api_client.config.logger.debug 'Calling API: TransactionsAndReportingApi.get_reporting_custom_range ...'
+      end
+      # verify the required parameter 'start_date' is set
+      if @api_client.config.client_side_validation && start_date.nil?
+        fail ArgumentError, "Missing the required parameter 'start_date' when calling TransactionsAndReportingApi.get_reporting_custom_range"
+      end
+      # verify the required parameter 'end_date' is set
+      if @api_client.config.client_side_validation && end_date.nil?
+        fail ArgumentError, "Missing the required parameter 'end_date' when calling TransactionsAndReportingApi.get_reporting_custom_range"
+      end
+      # verify the required parameter 'user_id' is set
+      if @api_client.config.client_side_validation && user_id.nil?
+        fail ArgumentError, "Missing the required parameter 'user_id' when calling TransactionsAndReportingApi.get_reporting_custom_range"
+      end
+      # verify the required parameter 'user_secret' is set
+      if @api_client.config.client_side_validation && user_secret.nil?
+        fail ArgumentError, "Missing the required parameter 'user_secret' when calling TransactionsAndReportingApi.get_reporting_custom_range"
+      end
+      # resource path
+      local_var_path = '/performance/custom'
+
+      # query parameters
+      query_params = opts[:query_params] || {}
+      query_params[:'startDate'] = start_date
+      query_params[:'endDate'] = end_date
+      query_params[:'userId'] = user_id
+      query_params[:'userSecret'] = user_secret
+      query_params[:'accounts'] = opts[:'accounts'] if !opts[:'accounts'].nil?
+      query_params[:'detailed'] = opts[:'detailed'] if !opts[:'detailed'].nil?
+      query_params[:'frequency'] = opts[:'frequency'] if !opts[:'frequency'].nil?
+
+      # header parameters
+      header_params = opts[:header_params] || {}
+      # HTTP header 'Accept' (if needed)
+      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
+
+      # form parameters
+      form_params = opts[:form_params] || {}
+
+      # http body (model)
+      post_body = opts[:debug_body]
+
+      # return_type
+      return_type = opts[:debug_return_type] || 'PerformanceCustom'
+
+      # auth_names
+      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
+
+      new_options = opts.merge(
+        :operation => :"TransactionsAndReportingApi.get_reporting_custom_range",
+        :header_params => header_params,
+        :query_params => query_params,
+        :form_params => form_params,
+        :body => post_body,
+        :auth_names => auth_names,
+        :return_type => return_type
+      )
+
+      data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
+      if @api_client.config.debugging
+        @api_client.config.logger.debug "API called: TransactionsAndReportingApi#get_reporting_custom_range\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
+      end
+      return data, status_code, headers, response
+    end
+  end
+
+  # top-level client access to avoid having the user to insantiate their own API instances
+  TransactionsAndReporting = TransactionsAndReportingApi::new
+end