snaptrade 1.17.10 → 2.0.77

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 (462) hide show
  1. checksums.yaml +4 -4
  2. data/Gemfile +1 -0
  3. data/Gemfile.lock +31 -28
  4. data/README.md +1995 -208
  5. data/lib/snaptrade/api/account_information_api.rb +535 -71
  6. data/lib/snaptrade/api/api_status_api.rb +6 -3
  7. data/lib/snaptrade/api/authentication_api.rb +180 -140
  8. data/lib/snaptrade/api/connections_api.rb +401 -41
  9. data/lib/snaptrade/api/options_api.rb +82 -39
  10. data/lib/snaptrade/api/reference_data_api.rb +181 -101
  11. data/lib/snaptrade/api/trading_api.rb +200 -228
  12. data/lib/snaptrade/api/transactions_and_reporting_api.rb +48 -33
  13. data/lib/snaptrade/api_client.rb +24 -14
  14. data/lib/snaptrade/api_error.rb +0 -1
  15. data/lib/snaptrade/configuration.rb +11 -29
  16. data/lib/snaptrade/models/account.rb +84 -29
  17. data/lib/snaptrade/models/account_balance.rb +1 -2
  18. data/lib/snaptrade/models/account_balance_total.rb +3 -9
  19. data/lib/snaptrade/models/account_holdings.rb +0 -1
  20. data/lib/snaptrade/models/account_holdings_account.rb +19 -4
  21. data/lib/snaptrade/models/account_order_record.rb +52 -33
  22. data/lib/snaptrade/models/{brokerage_symbol_option_symbol.rb → account_order_record_option_symbol.rb} +15 -27
  23. data/lib/snaptrade/models/account_order_record_status.rb +0 -1
  24. data/lib/snaptrade/models/{brokerage_symbol_symbol.rb → account_order_record_universal_symbol.rb} +33 -7
  25. data/lib/snaptrade/models/account_simple.rb +4 -2
  26. data/lib/snaptrade/models/account_sync_status.rb +14 -6
  27. data/lib/snaptrade/models/account_universal_activity.rb +371 -0
  28. data/lib/snaptrade/models/account_universal_activity_currency.rb +245 -0
  29. data/lib/snaptrade/models/{target_asset.rb → account_universal_activity_option_symbol.rb} +83 -59
  30. data/lib/snaptrade/models/{universal_symbol_ticker.rb → account_universal_activity_symbol.rb} +37 -16
  31. data/lib/snaptrade/models/{trade_action.rb → action_strict.rb} +3 -4
  32. data/lib/snaptrade/models/{trade_execution_status_action.rb → action_strict_with_options.rb} +8 -5
  33. data/lib/snaptrade/models/auth_type.rb +0 -1
  34. data/lib/snaptrade/models/authentication_login_snap_trade_user200_response.rb +0 -1
  35. data/lib/snaptrade/models/balance.rb +19 -8
  36. data/lib/snaptrade/models/{model_portfolio.rb → balance_currency.rb} +27 -19
  37. data/lib/snaptrade/models/brokerage.rb +57 -50
  38. data/lib/snaptrade/models/brokerage_authorization.rb +24 -21
  39. data/lib/snaptrade/models/{model_asset_class.rb → brokerage_authorization_disabled_confirmation.rb} +12 -20
  40. data/lib/snaptrade/models/{jwt.rb → brokerage_authorization_refresh_confirmation.rb} +12 -12
  41. data/lib/snaptrade/models/brokerage_authorization_type_read_only.rb +1 -2
  42. data/lib/snaptrade/models/brokerage_authorization_type_read_only_brokerage.rb +2 -3
  43. data/lib/snaptrade/models/brokerage_type.rb +1 -2
  44. data/lib/snaptrade/models/connection_portal_version.rb +3 -3
  45. data/lib/snaptrade/models/connection_type.rb +0 -1
  46. data/lib/snaptrade/models/connections_session_events200_response_inner.rb +1 -2
  47. data/lib/snaptrade/models/currency.rb +4 -2
  48. data/lib/snaptrade/models/delete_user_response.rb +13 -5
  49. data/lib/snaptrade/models/dividend_at_date.rb +0 -1
  50. data/lib/snaptrade/models/encrypted_response.rb +0 -1
  51. data/lib/snaptrade/models/encrypted_response_encrypted_message_data.rb +0 -1
  52. data/lib/snaptrade/models/exchange.rb +9 -2
  53. data/lib/snaptrade/models/exchange_rate_pairs.rb +0 -1
  54. data/lib/snaptrade/models/figi_instrument.rb +230 -0
  55. data/lib/snaptrade/models/holdings_status.rb +229 -0
  56. data/lib/snaptrade/models/login_redirect_uri.rb +3 -3
  57. data/lib/snaptrade/models/manual_trade.rb +10 -6
  58. data/lib/snaptrade/models/manual_trade_and_impact.rb +2 -3
  59. data/lib/snaptrade/models/manual_trade_balance.rb +3 -4
  60. data/lib/snaptrade/models/manual_trade_form.rb +56 -28
  61. data/lib/snaptrade/models/{model_asset_class_target.rb → manual_trade_form_notional_value.rb} +12 -15
  62. data/lib/snaptrade/models/{trade.rb → manual_trade_form_with_options.rb} +126 -43
  63. data/lib/snaptrade/models/{snap_trade_api_disclaimer_accept_status.rb → manual_trade_form_with_options_stop_loss.rb} +24 -18
  64. data/lib/snaptrade/models/manual_trade_form_with_options_take_profit.rb +223 -0
  65. data/lib/snaptrade/models/{trade_impact.rb → manual_trade_impact.rb} +20 -17
  66. data/lib/snaptrade/models/manual_trade_symbol.rb +19 -15
  67. data/lib/snaptrade/models/model400_failed_request_response.rb +0 -1
  68. data/lib/snaptrade/models/model401_failed_request_response.rb +0 -1
  69. data/lib/snaptrade/models/model402_brokerage_auth_already_disabled_exception.rb +228 -0
  70. data/lib/snaptrade/models/{amount.rb → model402_brokerage_auth_disabled_response.rb} +19 -18
  71. data/lib/snaptrade/models/model403_failed_request_response.rb +0 -1
  72. data/lib/snaptrade/models/model403_feature_not_enabled_response.rb +228 -0
  73. data/lib/snaptrade/models/model404_failed_request_response.rb +0 -1
  74. data/lib/snaptrade/models/{calculated_trade.rb → model425_failed_request_response.rb} +19 -20
  75. data/lib/snaptrade/models/model500_unexpected_exception_response.rb +0 -1
  76. data/lib/snaptrade/models/monthly_dividends.rb +1 -2
  77. data/lib/snaptrade/models/net_contributions.rb +1 -2
  78. data/lib/snaptrade/models/net_dividend.rb +0 -1
  79. data/lib/snaptrade/models/notional_value.rb +103 -0
  80. data/lib/snaptrade/models/{options_holdings.rb → option_brokerage_symbol.rb} +19 -50
  81. data/lib/snaptrade/models/option_chain_inner.rb +0 -1
  82. data/lib/snaptrade/models/option_chain_inner_chain_per_root_inner.rb +0 -1
  83. data/lib/snaptrade/models/option_chain_inner_chain_per_root_inner_chain_per_strike_price_inner.rb +0 -1
  84. data/lib/snaptrade/models/option_leg.rb +0 -1
  85. data/lib/snaptrade/models/option_leg_action.rb +0 -1
  86. data/lib/snaptrade/models/option_strategy.rb +0 -1
  87. data/lib/snaptrade/models/option_strategy_legs_inner.rb +0 -1
  88. data/lib/snaptrade/models/option_type.rb +0 -1
  89. data/lib/snaptrade/models/options_get_option_strategy_request.rb +0 -1
  90. data/lib/snaptrade/models/options_place_option_strategy_request.rb +4 -3
  91. data/lib/snaptrade/models/options_position.rb +20 -20
  92. data/lib/snaptrade/models/options_position_currency.rb +4 -1
  93. data/lib/snaptrade/models/options_symbol.rb +12 -25
  94. data/lib/snaptrade/models/{model_type.rb → order_class.rb} +6 -8
  95. data/lib/snaptrade/models/{order_type.rb → order_type_strict.rb} +5 -6
  96. data/lib/snaptrade/models/paginated_universal_activity.rb +228 -0
  97. data/lib/snaptrade/models/pagination_details.rb +228 -0
  98. data/lib/snaptrade/models/partner_data.rb +49 -50
  99. data/lib/snaptrade/models/past_value.rb +1 -2
  100. data/lib/snaptrade/models/performance_custom.rb +0 -1
  101. data/lib/snaptrade/models/position.rb +21 -20
  102. data/lib/snaptrade/models/position_symbol.rb +16 -12
  103. data/lib/snaptrade/models/{portfolio_group_position.rb → rate_of_return_object.rb} +26 -26
  104. data/lib/snaptrade/models/{brokerage_authorization_type.rb → rate_of_return_response.rb} +14 -11
  105. data/lib/snaptrade/models/{strategy_order_place.rb → recent_orders_response.rb} +7 -16
  106. data/lib/snaptrade/models/security_type.rb +5 -2
  107. data/lib/snaptrade/models/session_event.rb +1 -2
  108. data/lib/snaptrade/models/session_event_type.rb +11 -4
  109. data/lib/snaptrade/models/snap_trade_holdings_account.rb +0 -1
  110. data/lib/snaptrade/models/snap_trade_holdings_total_value.rb +3 -2
  111. data/lib/snaptrade/models/snap_trade_login_user_request_body.rb +10 -5
  112. data/lib/snaptrade/models/snap_trade_register_user_request_body.rb +1 -2
  113. data/lib/snaptrade/models/status.rb +0 -1
  114. data/lib/snaptrade/models/stop_loss.rb +227 -0
  115. data/lib/snaptrade/models/strategy_order_record.rb +5 -3
  116. data/lib/snaptrade/models/strategy_order_record_status.rb +0 -1
  117. data/lib/snaptrade/models/strategy_quotes.rb +0 -1
  118. data/lib/snaptrade/models/strategy_quotes_greek.rb +0 -1
  119. data/lib/snaptrade/models/strategy_type.rb +0 -1
  120. data/lib/snaptrade/models/sub_period_return_rate.rb +2 -3
  121. data/lib/snaptrade/models/symbol.rb +39 -14
  122. data/lib/snaptrade/models/{portfolio_group.rb → symbol_currency.rb} +24 -5
  123. data/lib/snaptrade/models/symbol_exchange.rb +296 -0
  124. data/lib/snaptrade/models/{model_portfolio_security.rb → symbol_figi_instrument.rb} +27 -41
  125. data/lib/snaptrade/models/symbol_query.rb +1 -2
  126. data/lib/snaptrade/models/symbols_quotes_inner.rb +15 -11
  127. data/lib/snaptrade/models/{excluded_asset.rb → take_profit.rb} +11 -12
  128. data/lib/snaptrade/models/{time_in_force.rb → time_in_force_strict.rb} +5 -6
  129. data/lib/snaptrade/models/{brokerage_authorization_type_type.rb → timeframe.rb} +9 -7
  130. data/lib/snaptrade/models/trading_cancel_user_account_order_request.rb +1 -1
  131. data/lib/snaptrade/models/transactions_status.rb +19 -8
  132. data/lib/snaptrade/models/type.rb +3 -4
  133. data/lib/snaptrade/models/underlying_symbol.rb +40 -6
  134. data/lib/snaptrade/models/{snap_trade_holdings_account_account_id.rb → underlying_symbol_exchange.rb} +55 -54
  135. data/lib/snaptrade/models/{brokerage_symbol.rb → underlying_symbol_type.rb} +28 -39
  136. data/lib/snaptrade/models/universal_activity.rb +91 -82
  137. data/lib/snaptrade/models/universal_symbol.rb +30 -5
  138. data/lib/snaptrade/models/us_exchange.rb +0 -1
  139. data/lib/snaptrade/models/user_i_dand_secret.rb +2 -4
  140. data/lib/snaptrade/models/validated_trade_body.rb +218 -0
  141. data/lib/snaptrade/version.rb +1 -2
  142. data/lib/snaptrade.rb +90 -66
  143. data/snaptrade.gemspec +0 -1
  144. data/spec/api/account_information_api_spec.rb +66 -13
  145. data/spec/api/api_status_api_spec.rb +0 -1
  146. data/spec/api/authentication_api_spec.rb +20 -20
  147. data/spec/api/connections_api_spec.rb +54 -9
  148. data/spec/api/options_api_spec.rb +11 -7
  149. data/spec/api/reference_data_api_spec.rb +24 -16
  150. data/spec/api/trading_api_spec.rb +17 -25
  151. data/spec/api/transactions_and_reporting_api_spec.rb +7 -8
  152. data/spec/api_client_spec.rb +0 -1
  153. data/spec/configuration_spec.rb +0 -1
  154. data/spec/models/account_balance_spec.rb +0 -1
  155. data/spec/models/account_balance_total_spec.rb +0 -1
  156. data/spec/models/account_holdings_account_spec.rb +6 -1
  157. data/spec/models/account_holdings_spec.rb +0 -1
  158. data/spec/models/{strategy_impact_legs_inner_spec.rb → account_order_record_option_symbol_spec.rb} +13 -14
  159. data/spec/models/account_order_record_spec.rb +12 -7
  160. data/spec/models/account_order_record_status_spec.rb +0 -1
  161. data/spec/models/{brokerage_symbol_symbol_spec.rb → account_order_record_universal_symbol_spec.rb} +18 -7
  162. data/spec/models/account_simple_spec.rb +0 -1
  163. data/spec/models/account_spec.rb +14 -9
  164. data/spec/models/account_sync_status_spec.rb +6 -1
  165. data/spec/models/account_universal_activity_currency_spec.rb +41 -0
  166. data/spec/models/{brokerage_symbol_option_symbol_spec.rb → account_universal_activity_option_symbol_spec.rb} +6 -19
  167. data/spec/models/{portfolio_group_info_spec.rb → account_universal_activity_spec.rb} +47 -18
  168. data/spec/models/{universal_symbol_ticker_spec.rb → account_universal_activity_symbol_spec.rb} +13 -8
  169. data/spec/models/action_strict_spec.rb +23 -0
  170. data/spec/models/action_strict_with_options_spec.rb +23 -0
  171. data/spec/models/auth_type_spec.rb +0 -1
  172. data/spec/models/authentication_login_snap_trade_user200_response_spec.rb +0 -1
  173. data/spec/models/{model_portfolio_spec.rb → balance_currency_spec.rb} +8 -9
  174. data/spec/models/balance_spec.rb +6 -1
  175. data/spec/models/brokerage_authorization_disabled_confirmation_spec.rb +29 -0
  176. data/spec/models/{brokerage_authorization_type_spec.rb → brokerage_authorization_refresh_confirmation_spec.rb} +7 -8
  177. data/spec/models/brokerage_authorization_spec.rb +6 -7
  178. data/spec/models/brokerage_authorization_type_read_only_brokerage_spec.rb +0 -1
  179. data/spec/models/brokerage_authorization_type_read_only_spec.rb +0 -1
  180. data/spec/models/brokerage_spec.rb +12 -19
  181. data/spec/models/brokerage_type_spec.rb +0 -1
  182. data/spec/models/connection_portal_version_spec.rb +0 -1
  183. data/spec/models/connection_type_spec.rb +0 -1
  184. data/spec/models/connections_session_events200_response_inner_spec.rb +0 -1
  185. data/spec/models/currency_spec.rb +0 -1
  186. data/spec/models/delete_user_response_spec.rb +6 -1
  187. data/spec/models/dividend_at_date_spec.rb +0 -1
  188. data/spec/models/encrypted_response_encrypted_message_data_spec.rb +0 -1
  189. data/spec/models/encrypted_response_spec.rb +0 -1
  190. data/spec/models/exchange_rate_pairs_spec.rb +0 -1
  191. data/spec/models/exchange_spec.rb +0 -1
  192. data/spec/models/{portfolio_group_spec.rb → figi_instrument_spec.rb} +8 -9
  193. data/spec/models/{calculated_trade_spec.rb → holdings_status_spec.rb} +8 -9
  194. data/spec/models/login_redirect_uri_spec.rb +0 -1
  195. data/spec/models/manual_trade_and_impact_spec.rb +0 -1
  196. data/spec/models/manual_trade_balance_spec.rb +0 -1
  197. data/spec/models/manual_trade_form_notional_value_spec.rb +23 -0
  198. data/spec/models/manual_trade_form_spec.rb +6 -7
  199. data/spec/models/{strategy_impact_spec.rb → manual_trade_form_with_options_spec.rb} +29 -18
  200. data/spec/models/{snap_trade_api_disclaimer_accept_status_spec.rb → manual_trade_form_with_options_stop_loss_spec.rb} +8 -9
  201. data/spec/models/manual_trade_form_with_options_take_profit_spec.rb +29 -0
  202. data/spec/models/{trade_impact_spec.rb → manual_trade_impact_spec.rb} +7 -8
  203. data/spec/models/manual_trade_spec.rb +0 -1
  204. data/spec/models/manual_trade_symbol_spec.rb +6 -7
  205. data/spec/models/model400_failed_request_response_spec.rb +0 -1
  206. data/spec/models/model401_failed_request_response_spec.rb +0 -1
  207. data/spec/models/model402_brokerage_auth_already_disabled_exception_spec.rb +35 -0
  208. data/spec/models/model402_brokerage_auth_disabled_response_spec.rb +35 -0
  209. data/spec/models/model403_failed_request_response_spec.rb +0 -1
  210. data/spec/models/{model_asset_class_details_spec.rb → model403_feature_not_enabled_response_spec.rb} +8 -9
  211. data/spec/models/model404_failed_request_response_spec.rb +0 -1
  212. data/spec/models/model425_failed_request_response_spec.rb +35 -0
  213. data/spec/models/model500_unexpected_exception_response_spec.rb +0 -1
  214. data/spec/models/monthly_dividends_spec.rb +0 -1
  215. data/spec/models/net_contributions_spec.rb +0 -1
  216. data/spec/models/net_dividend_spec.rb +0 -1
  217. data/spec/models/notional_value_spec.rb +26 -0
  218. data/spec/models/{model_portfolio_details_spec.rb → option_brokerage_symbol_spec.rb} +9 -10
  219. data/spec/models/option_chain_inner_chain_per_root_inner_chain_per_strike_price_inner_spec.rb +0 -1
  220. data/spec/models/option_chain_inner_chain_per_root_inner_spec.rb +0 -1
  221. data/spec/models/option_chain_inner_spec.rb +0 -1
  222. data/spec/models/option_leg_action_spec.rb +0 -1
  223. data/spec/models/option_leg_spec.rb +0 -1
  224. data/spec/models/option_strategy_legs_inner_spec.rb +0 -1
  225. data/spec/models/option_strategy_spec.rb +0 -1
  226. data/spec/models/option_type_spec.rb +0 -1
  227. data/spec/models/options_get_option_strategy_request_spec.rb +0 -1
  228. data/spec/models/options_place_option_strategy_request_spec.rb +0 -1
  229. data/spec/models/options_position_currency_spec.rb +0 -1
  230. data/spec/models/options_position_spec.rb +2 -3
  231. data/spec/models/options_symbol_spec.rb +0 -13
  232. data/spec/models/order_class_spec.rb +23 -0
  233. data/spec/models/order_type_strict_spec.rb +23 -0
  234. data/spec/models/{model_portfolio_asset_class_spec.rb → paginated_universal_activity_spec.rb} +8 -9
  235. data/spec/models/{model_asset_class_spec.rb → pagination_details_spec.rb} +8 -9
  236. data/spec/models/partner_data_spec.rb +12 -13
  237. data/spec/models/past_value_spec.rb +0 -1
  238. data/spec/models/performance_custom_spec.rb +0 -1
  239. data/spec/models/position_spec.rb +2 -3
  240. data/spec/models/position_symbol_spec.rb +3 -4
  241. data/spec/models/{portfolio_group_position_spec.rb → rate_of_return_object_spec.rb} +9 -10
  242. data/spec/models/rate_of_return_response_spec.rb +29 -0
  243. data/spec/models/recent_orders_response_spec.rb +29 -0
  244. data/spec/models/security_type_spec.rb +0 -1
  245. data/spec/models/session_event_spec.rb +0 -1
  246. data/spec/models/session_event_type_spec.rb +0 -1
  247. data/spec/models/snap_trade_holdings_account_spec.rb +0 -1
  248. data/spec/models/snap_trade_holdings_total_value_spec.rb +0 -1
  249. data/spec/models/snap_trade_login_user_request_body_spec.rb +0 -1
  250. data/spec/models/snap_trade_register_user_request_body_spec.rb +0 -1
  251. data/spec/models/status_spec.rb +0 -1
  252. data/spec/models/{amount_spec.rb → stop_loss_spec.rb} +8 -9
  253. data/spec/models/strategy_order_record_spec.rb +0 -1
  254. data/spec/models/strategy_order_record_status_spec.rb +0 -1
  255. data/spec/models/strategy_quotes_greek_spec.rb +0 -1
  256. data/spec/models/strategy_quotes_spec.rb +0 -1
  257. data/spec/models/strategy_type_spec.rb +0 -1
  258. data/spec/models/sub_period_return_rate_spec.rb +0 -1
  259. data/spec/models/symbol_currency_spec.rb +41 -0
  260. data/spec/models/{trade_spec.rb → symbol_exchange_spec.rb} +13 -14
  261. data/spec/models/symbol_figi_instrument_spec.rb +35 -0
  262. data/spec/models/symbol_query_spec.rb +0 -1
  263. data/spec/models/symbol_spec.rb +13 -2
  264. data/spec/models/symbols_quotes_inner_spec.rb +3 -4
  265. data/spec/models/{jwt_spec.rb → take_profit_spec.rb} +7 -8
  266. data/spec/models/time_in_force_strict_spec.rb +23 -0
  267. data/spec/models/timeframe_spec.rb +23 -0
  268. data/spec/models/trading_cancel_user_account_order_request_spec.rb +0 -1
  269. data/spec/models/transactions_status_spec.rb +6 -1
  270. data/spec/models/type_spec.rb +0 -1
  271. data/spec/models/{snap_trade_holdings_account_account_id_spec.rb → underlying_symbol_exchange_spec.rb} +13 -14
  272. data/spec/models/underlying_symbol_spec.rb +18 -1
  273. data/spec/models/{cash_restriction_spec.rb → underlying_symbol_type_spec.rb} +9 -16
  274. data/spec/models/universal_activity_spec.rb +15 -16
  275. data/spec/models/universal_symbol_spec.rb +12 -1
  276. data/spec/models/us_exchange_spec.rb +0 -1
  277. data/spec/models/user_i_dand_secret_spec.rb +0 -1
  278. data/spec/models/{excluded_asset_spec.rb → validated_trade_body_spec.rb} +7 -8
  279. data/spec/spec_helper.rb +0 -1
  280. metadata +203 -360
  281. data/docs/APIStatusApi.md +0 -57
  282. data/docs/Account.md +0 -38
  283. data/docs/AccountBalance.md +0 -18
  284. data/docs/AccountBalanceTotal.md +0 -20
  285. data/docs/AccountHoldings.md +0 -24
  286. data/docs/AccountHoldingsAccount.md +0 -26
  287. data/docs/AccountInformationApi.md +0 -544
  288. data/docs/AccountOrderRecord.md +0 -52
  289. data/docs/AccountOrderRecordStatus.md +0 -15
  290. data/docs/AccountSimple.md +0 -24
  291. data/docs/AccountSyncStatus.md +0 -18
  292. data/docs/Action.md +0 -15
  293. data/docs/Amount.md +0 -20
  294. data/docs/AuthType.md +0 -15
  295. data/docs/AuthenticationApi.md +0 -320
  296. data/docs/AuthenticationLoginSnapTradeUser200Response.md +0 -49
  297. data/docs/Balance.md +0 -20
  298. data/docs/Brokerage.md +0 -52
  299. data/docs/BrokerageAuthorization.md +0 -34
  300. data/docs/BrokerageAuthorizationType.md +0 -18
  301. data/docs/BrokerageAuthorizationTypeReadOnly.md +0 -24
  302. data/docs/BrokerageAuthorizationTypeReadOnlyBrokerage.md +0 -22
  303. data/docs/BrokerageAuthorizationTypeReadOnlyType.md +0 -15
  304. data/docs/BrokerageAuthorizationTypeType.md +0 -15
  305. data/docs/BrokerageSymbol.md +0 -28
  306. data/docs/BrokerageSymbolOptionSymbol.md +0 -34
  307. data/docs/BrokerageSymbolSymbol.md +0 -32
  308. data/docs/BrokerageType.md +0 -20
  309. data/docs/CalculatedTrade.md +0 -20
  310. data/docs/CashRestriction.md +0 -26
  311. data/docs/ConnectionPortalVersion.md +0 -15
  312. data/docs/ConnectionType.md +0 -15
  313. data/docs/ConnectionsApi.md +0 -265
  314. data/docs/ConnectionsSessionEvents200ResponseInner.md +0 -30
  315. data/docs/Currency.md +0 -22
  316. data/docs/DeleteUserResponse.md +0 -20
  317. data/docs/DividendAtDate.md +0 -22
  318. data/docs/EncryptedResponse.md +0 -20
  319. data/docs/EncryptedResponseEncryptedMessageData.md +0 -22
  320. data/docs/ErrorLogsApi.md +0 -68
  321. data/docs/Exchange.md +0 -32
  322. data/docs/ExchangeRatePairs.md +0 -22
  323. data/docs/ExcludedAsset.md +0 -18
  324. data/docs/JWT.md +0 -18
  325. data/docs/LoginRedirectURI.md +0 -20
  326. data/docs/ManualTrade.md +0 -32
  327. data/docs/ManualTradeAndImpact.md +0 -22
  328. data/docs/ManualTradeBalance.md +0 -22
  329. data/docs/ManualTradeForm.md +0 -34
  330. data/docs/ManualTradeSymbol.md +0 -28
  331. data/docs/Model400FailedRequestResponse.md +0 -20
  332. data/docs/Model401FailedRequestResponse.md +0 -20
  333. data/docs/Model403FailedRequestResponse.md +0 -20
  334. data/docs/Model404FailedRequestResponse.md +0 -20
  335. data/docs/Model500UnexpectedExceptionResponse.md +0 -22
  336. data/docs/ModelAssetClass.md +0 -20
  337. data/docs/ModelAssetClassDetails.md +0 -20
  338. data/docs/ModelAssetClassTarget.md +0 -18
  339. data/docs/ModelPortfolio.md +0 -22
  340. data/docs/ModelPortfolioAssetClass.md +0 -20
  341. data/docs/ModelPortfolioDetails.md +0 -22
  342. data/docs/ModelPortfolioSecurity.md +0 -20
  343. data/docs/ModelType.md +0 -15
  344. data/docs/MonthlyDividends.md +0 -20
  345. data/docs/NetContributions.md +0 -22
  346. data/docs/NetDividend.md +0 -22
  347. data/docs/OptionChainInner.md +0 -26
  348. data/docs/OptionChainInnerChainPerRootInner.md +0 -22
  349. data/docs/OptionChainInnerChainPerRootInnerChainPerStrikePriceInner.md +0 -22
  350. data/docs/OptionLeg.md +0 -22
  351. data/docs/OptionLegAction.md +0 -15
  352. data/docs/OptionStrategy.md +0 -26
  353. data/docs/OptionStrategyLegsInner.md +0 -24
  354. data/docs/OptionType.md +0 -15
  355. data/docs/OptionsApi.md +0 -390
  356. data/docs/OptionsGetOptionStrategyRequest.md +0 -22
  357. data/docs/OptionsHoldings.md +0 -28
  358. data/docs/OptionsPlaceOptionStrategyRequest.md +0 -22
  359. data/docs/OptionsPosition.md +0 -26
  360. data/docs/OptionsPositionCurrency.md +0 -22
  361. data/docs/OptionsSymbol.md +0 -34
  362. data/docs/OrderType.md +0 -15
  363. data/docs/PartnerData.md +0 -40
  364. data/docs/PastValue.md +0 -22
  365. data/docs/PerformanceCustom.md +0 -54
  366. data/docs/PortfolioGroup.md +0 -20
  367. data/docs/PortfolioGroupInfo.md +0 -38
  368. data/docs/PortfolioGroupPosition.md +0 -22
  369. data/docs/PortfolioGroupSettings.md +0 -26
  370. data/docs/Position.md +0 -28
  371. data/docs/PositionSymbol.md +0 -28
  372. data/docs/RedirectTokenandPin.md +0 -20
  373. data/docs/ReferenceDataApi.md +0 -597
  374. data/docs/SecurityType.md +0 -24
  375. data/docs/SessionEvent.md +0 -30
  376. data/docs/SessionEventType.md +0 -15
  377. data/docs/SnapTradeAPIDisclaimerAcceptStatus.md +0 -20
  378. data/docs/SnapTradeHoldingsAccount.md +0 -32
  379. data/docs/SnapTradeHoldingsAccountAccountId.md +0 -34
  380. data/docs/SnapTradeHoldingsTotalValue.md +0 -20
  381. data/docs/SnapTradeLoginUserRequestBody.md +0 -28
  382. data/docs/SnapTradeRegisterUserRequestBody.md +0 -18
  383. data/docs/State.md +0 -15
  384. data/docs/Status.md +0 -22
  385. data/docs/StrategyImpact.md +0 -38
  386. data/docs/StrategyImpactLegsInner.md +0 -30
  387. data/docs/StrategyOrderPlace.md +0 -20
  388. data/docs/StrategyOrderPlaceOrdersInner.md +0 -102
  389. data/docs/StrategyOrderPlaceOrdersInnerLegsInner.md +0 -30
  390. data/docs/StrategyOrderRecord.md +0 -38
  391. data/docs/StrategyOrderRecordStatus.md +0 -15
  392. data/docs/StrategyQuotes.md +0 -28
  393. data/docs/StrategyQuotesGreek.md +0 -26
  394. data/docs/StrategyType.md +0 -15
  395. data/docs/SubPeriodReturnRate.md +0 -22
  396. data/docs/Symbol.md +0 -30
  397. data/docs/SymbolQuery.md +0 -18
  398. data/docs/SymbolsQuotesInner.md +0 -28
  399. data/docs/TargetAsset.md +0 -28
  400. data/docs/TimeInForce.md +0 -15
  401. data/docs/Trade.md +0 -32
  402. data/docs/TradeAction.md +0 -15
  403. data/docs/TradeExecutionStatus.md +0 -34
  404. data/docs/TradeExecutionStatusAction.md +0 -15
  405. data/docs/TradeImpact.md +0 -26
  406. data/docs/TradingApi.md +0 -486
  407. data/docs/TradingCancelUserAccountOrderRequest.md +0 -18
  408. data/docs/TradingPlaceOCOOrderRequest.md +0 -20
  409. data/docs/TransactionsAndReportingApi.md +0 -183
  410. data/docs/TransactionsStatus.md +0 -20
  411. data/docs/Type.md +0 -15
  412. data/docs/USExchange.md +0 -34
  413. data/docs/UnderlyingSymbol.md +0 -30
  414. data/docs/UniversalActivity.md +0 -50
  415. data/docs/UniversalSymbol.md +0 -32
  416. data/docs/UniversalSymbolTicker.md +0 -32
  417. data/docs/UserErrorLog.md +0 -28
  418. data/docs/UserIDandSecret.md +0 -20
  419. data/docs/UserSettings.md +0 -36
  420. data/lib/snaptrade/api/error_logs_api.rb +0 -110
  421. data/lib/snaptrade/models/action.rb +0 -38
  422. data/lib/snaptrade/models/brokerage_authorization_type_read_only_type.rb +0 -38
  423. data/lib/snaptrade/models/cash_restriction.rb +0 -254
  424. data/lib/snaptrade/models/model_asset_class_details.rb +0 -228
  425. data/lib/snaptrade/models/model_portfolio_asset_class.rb +0 -250
  426. data/lib/snaptrade/models/model_portfolio_details.rb +0 -239
  427. data/lib/snaptrade/models/portfolio_group_info.rb +0 -326
  428. data/lib/snaptrade/models/portfolio_group_settings.rb +0 -277
  429. data/lib/snaptrade/models/redirect_tokenand_pin.rb +0 -227
  430. data/lib/snaptrade/models/state.rb +0 -41
  431. data/lib/snaptrade/models/strategy_impact.rb +0 -310
  432. data/lib/snaptrade/models/strategy_impact_legs_inner.rb +0 -271
  433. data/lib/snaptrade/models/strategy_order_place_orders_inner.rb +0 -597
  434. data/lib/snaptrade/models/strategy_order_place_orders_inner_legs_inner.rb +0 -271
  435. data/lib/snaptrade/models/trade_execution_status.rb +0 -296
  436. data/lib/snaptrade/models/trading_place_oco_order_request.rb +0 -230
  437. data/lib/snaptrade/models/user_error_log.rb +0 -263
  438. data/lib/snaptrade/models/user_settings.rb +0 -299
  439. data/spec/api/error_logs_api_spec.rb +0 -43
  440. data/spec/models/action_spec.rb +0 -24
  441. data/spec/models/brokerage_authorization_type_read_only_type_spec.rb +0 -24
  442. data/spec/models/brokerage_authorization_type_type_spec.rb +0 -24
  443. data/spec/models/brokerage_symbol_spec.rb +0 -60
  444. data/spec/models/model_asset_class_target_spec.rb +0 -30
  445. data/spec/models/model_portfolio_security_spec.rb +0 -36
  446. data/spec/models/model_type_spec.rb +0 -24
  447. data/spec/models/options_holdings_spec.rb +0 -60
  448. data/spec/models/order_type_spec.rb +0 -24
  449. data/spec/models/portfolio_group_settings_spec.rb +0 -54
  450. data/spec/models/redirect_tokenand_pin_spec.rb +0 -36
  451. data/spec/models/state_spec.rb +0 -24
  452. data/spec/models/strategy_order_place_orders_inner_legs_inner_spec.rb +0 -66
  453. data/spec/models/strategy_order_place_orders_inner_spec.rb +0 -282
  454. data/spec/models/strategy_order_place_spec.rb +0 -36
  455. data/spec/models/target_asset_spec.rb +0 -60
  456. data/spec/models/time_in_force_spec.rb +0 -24
  457. data/spec/models/trade_action_spec.rb +0 -24
  458. data/spec/models/trade_execution_status_action_spec.rb +0 -24
  459. data/spec/models/trade_execution_status_spec.rb +0 -78
  460. data/spec/models/trading_place_oco_order_request_spec.rb +0 -36
  461. data/spec/models/user_error_log_spec.rb +0 -60
  462. data/spec/models/user_settings_spec.rb +0 -84
@@ -5,7 +5,6 @@
5
5
 
6
6
  The version of the OpenAPI document: 1.0.0
7
7
  Contact: api@snaptrade.com
8
-
9
8
  =end
10
9
 
11
10
  require 'cgi'
@@ -18,8 +17,11 @@ module SnapTrade
18
17
  @api_client = api_client
19
18
  end
20
19
 
21
- # Get brokerage authorization details
22
- # @param authorization_id [String] The ID of a brokerage authorization object.
20
+ # Get connection detail
21
+ #
22
+ # Returns a single connection for the specified ID.
23
+ #
24
+ # @param authorization_id [String]
23
25
  # @param user_id [String]
24
26
  # @param user_secret [String]
25
27
  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
@@ -28,8 +30,11 @@ module SnapTrade
28
30
  data
29
31
  end
30
32
 
31
- # Get brokerage authorization details
32
- # @param authorization_id [String] The ID of a brokerage authorization object.
33
+ # Get connection detail
34
+ #
35
+ # Returns a single connection for the specified ID.
36
+ #
37
+ # @param authorization_id [String]
33
38
  # @param user_id [String]
34
39
  # @param user_secret [String]
35
40
  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
@@ -37,24 +42,26 @@ module SnapTrade
37
42
  detail_brokerage_authorization_with_http_info_impl(authorization_id, user_id, user_secret, extra)
38
43
  end
39
44
 
40
- # Get brokerage authorization details
41
- # @param authorization_id [String] The ID of a brokerage authorization object.
45
+ # Get connection detail
46
+ # Returns a single connection for the specified ID.
47
+ # @param authorization_id [String]
42
48
  # @param user_id [String]
43
49
  # @param user_secret [String]
44
50
  # @param [Hash] opts the optional parameters
45
51
  # @return [BrokerageAuthorization]
46
- def detail_brokerage_authorization_impl(authorization_id, user_id, user_secret, opts = {})
52
+ private def detail_brokerage_authorization_impl(authorization_id, user_id, user_secret, opts = {})
47
53
  data, _status_code, _headers = detail_brokerage_authorization_with_http_info(authorization_id, user_id, user_secret, opts)
48
54
  data
49
55
  end
50
56
 
51
- # Get brokerage authorization details
52
- # @param authorization_id [String] The ID of a brokerage authorization object.
57
+ # Get connection detail
58
+ # Returns a single connection for the specified ID.
59
+ # @param authorization_id [String]
53
60
  # @param user_id [String]
54
61
  # @param user_secret [String]
55
62
  # @param [Hash] opts the optional parameters
56
63
  # @return [Array<(BrokerageAuthorization, Integer, Hash)>] BrokerageAuthorization data, response status code and response headers
57
- def detail_brokerage_authorization_with_http_info_impl(authorization_id, user_id, user_secret, opts = {})
64
+ private def detail_brokerage_authorization_with_http_info_impl(authorization_id, user_id, user_secret, opts = {})
58
65
  if @api_client.config.debugging
59
66
  @api_client.config.logger.debug 'Calling API: ConnectionsApi.detail_brokerage_authorization ...'
60
67
  end
@@ -113,7 +120,123 @@ module SnapTrade
113
120
  end
114
121
 
115
122
 
116
- # List all brokerage authorizations for the user
123
+ # Force disable connection
124
+ #
125
+ # Manually force the specified connection to become disabled. This should only be used for testing a reconnect flow, and never used on production connections.
126
+ # Will trigger a disconnect as if it happened naturally, and send a [`CONNECTION_BROKEN` webhook](/docs/webhooks#webhooks-connection_broken) for the connection.
127
+ #
128
+ # *Please contact us in order to use this endpoint as it is disabled by default.*
129
+ #
130
+ # @param authorization_id [String]
131
+ # @param user_id [String]
132
+ # @param user_secret [String]
133
+ # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
134
+ def disable_brokerage_authorization(authorization_id:, user_id:, user_secret:, extra: {})
135
+ data, _status_code, _headers = disable_brokerage_authorization_with_http_info_impl(authorization_id, user_id, user_secret, extra)
136
+ data
137
+ end
138
+
139
+ # Force disable connection
140
+ #
141
+ # Manually force the specified connection to become disabled. This should only be used for testing a reconnect flow, and never used on production connections.
142
+ # Will trigger a disconnect as if it happened naturally, and send a [`CONNECTION_BROKEN` webhook](/docs/webhooks#webhooks-connection_broken) for the connection.
143
+ #
144
+ # *Please contact us in order to use this endpoint as it is disabled by default.*
145
+ #
146
+ # @param authorization_id [String]
147
+ # @param user_id [String]
148
+ # @param user_secret [String]
149
+ # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
150
+ def disable_brokerage_authorization_with_http_info(authorization_id:, user_id:, user_secret:, extra: {})
151
+ disable_brokerage_authorization_with_http_info_impl(authorization_id, user_id, user_secret, extra)
152
+ end
153
+
154
+ # Force disable connection
155
+ # Manually force the specified connection to become disabled. This should only be used for testing a reconnect flow, and never used on production connections. Will trigger a disconnect as if it happened naturally, and send a [`CONNECTION_BROKEN` webhook](/docs/webhooks#webhooks-connection_broken) for the connection. *Please contact us in order to use this endpoint as it is disabled by default.*
156
+ # @param authorization_id [String]
157
+ # @param user_id [String]
158
+ # @param user_secret [String]
159
+ # @param [Hash] opts the optional parameters
160
+ # @return [BrokerageAuthorizationDisabledConfirmation]
161
+ private def disable_brokerage_authorization_impl(authorization_id, user_id, user_secret, opts = {})
162
+ data, _status_code, _headers = disable_brokerage_authorization_with_http_info(authorization_id, user_id, user_secret, opts)
163
+ data
164
+ end
165
+
166
+ # Force disable connection
167
+ # Manually force the specified connection to become disabled. This should only be used for testing a reconnect flow, and never used on production connections. Will trigger a disconnect as if it happened naturally, and send a [&#x60;CONNECTION_BROKEN&#x60; webhook](/docs/webhooks#webhooks-connection_broken) for the connection. *Please contact us in order to use this endpoint as it is disabled by default.*
168
+ # @param authorization_id [String]
169
+ # @param user_id [String]
170
+ # @param user_secret [String]
171
+ # @param [Hash] opts the optional parameters
172
+ # @return [Array<(BrokerageAuthorizationDisabledConfirmation, Integer, Hash)>] BrokerageAuthorizationDisabledConfirmation data, response status code and response headers
173
+ private def disable_brokerage_authorization_with_http_info_impl(authorization_id, user_id, user_secret, opts = {})
174
+ if @api_client.config.debugging
175
+ @api_client.config.logger.debug 'Calling API: ConnectionsApi.disable_brokerage_authorization ...'
176
+ end
177
+ # verify the required parameter 'authorization_id' is set
178
+ if @api_client.config.client_side_validation && authorization_id.nil?
179
+ fail ArgumentError, "Missing the required parameter 'authorization_id' when calling ConnectionsApi.disable_brokerage_authorization"
180
+ end
181
+ # verify the required parameter 'user_id' is set
182
+ if @api_client.config.client_side_validation && user_id.nil?
183
+ fail ArgumentError, "Missing the required parameter 'user_id' when calling ConnectionsApi.disable_brokerage_authorization"
184
+ end
185
+ # verify the required parameter 'user_secret' is set
186
+ if @api_client.config.client_side_validation && user_secret.nil?
187
+ fail ArgumentError, "Missing the required parameter 'user_secret' when calling ConnectionsApi.disable_brokerage_authorization"
188
+ end
189
+ # resource path
190
+ local_var_path = '/authorizations/{authorizationId}/disable'.sub('{' + 'authorizationId' + '}', CGI.escape(authorization_id.to_s))
191
+
192
+ # query parameters
193
+ query_params = opts[:query_params] || {}
194
+ query_params[:'userId'] = user_id
195
+ query_params[:'userSecret'] = user_secret
196
+
197
+ # header parameters
198
+ header_params = opts[:header_params] || {}
199
+ # HTTP header 'Accept' (if needed)
200
+ header_params['Accept'] = @api_client.select_header_accept(['application/json'])
201
+
202
+ # form parameters
203
+ form_params = opts[:form_params] || {}
204
+
205
+ # http body (model)
206
+ post_body = opts[:debug_body]
207
+
208
+ # return_type
209
+ return_type = opts[:debug_return_type] || 'BrokerageAuthorizationDisabledConfirmation'
210
+
211
+ # auth_names
212
+ auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
213
+
214
+ new_options = opts.merge(
215
+ :operation => :"ConnectionsApi.disable_brokerage_authorization",
216
+ :header_params => header_params,
217
+ :query_params => query_params,
218
+ :form_params => form_params,
219
+ :body => post_body,
220
+ :auth_names => auth_names,
221
+ :return_type => return_type
222
+ )
223
+
224
+ data, status_code, headers, response = @api_client.call_api(:POST, local_var_path, new_options)
225
+ if @api_client.config.debugging
226
+ @api_client.config.logger.debug "API called: ConnectionsApi#disable_brokerage_authorization\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
227
+ end
228
+ return data, status_code, headers, response
229
+ end
230
+
231
+
232
+ # List all connections
233
+ #
234
+ # Returns a list of all connections for the specified user. Note that `Connection` and `Brokerage Authorization` are interchangeable, but the term `Connection` is preferred and used in the doc for consistency.
235
+ #
236
+ # A connection is usually tied to a single login at a brokerage. A single connection can contain multiple brokerage accounts.
237
+ #
238
+ # SnapTrade performs de-duping on connections for a given user. If the user has an existing connection with the brokerage, when connecting the brokerage with the same credentials, SnapTrade will return the existing connection instead of creating a new one.
239
+ #
117
240
  # @param user_id [String]
118
241
  # @param user_secret [String]
119
242
  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
@@ -122,7 +245,14 @@ module SnapTrade
122
245
  data
123
246
  end
124
247
 
125
- # List all brokerage authorizations for the user
248
+ # List all connections
249
+ #
250
+ # Returns a list of all connections for the specified user. Note that `Connection` and `Brokerage Authorization` are interchangeable, but the term `Connection` is preferred and used in the doc for consistency.
251
+ #
252
+ # A connection is usually tied to a single login at a brokerage. A single connection can contain multiple brokerage accounts.
253
+ #
254
+ # SnapTrade performs de-duping on connections for a given user. If the user has an existing connection with the brokerage, when connecting the brokerage with the same credentials, SnapTrade will return the existing connection instead of creating a new one.
255
+ #
126
256
  # @param user_id [String]
127
257
  # @param user_secret [String]
128
258
  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
@@ -130,22 +260,24 @@ module SnapTrade
130
260
  list_brokerage_authorizations_with_http_info_impl(user_id, user_secret, extra)
131
261
  end
132
262
 
133
- # List all brokerage authorizations for the user
263
+ # List all connections
264
+ # Returns a list of all connections for the specified user. Note that `Connection` and `Brokerage Authorization` are interchangeable, but the term `Connection` is preferred and used in the doc for consistency. A connection is usually tied to a single login at a brokerage. A single connection can contain multiple brokerage accounts. SnapTrade performs de-duping on connections for a given user. If the user has an existing connection with the brokerage, when connecting the brokerage with the same credentials, SnapTrade will return the existing connection instead of creating a new one.
134
265
  # @param user_id [String]
135
266
  # @param user_secret [String]
136
267
  # @param [Hash] opts the optional parameters
137
268
  # @return [Array<BrokerageAuthorization>]
138
- def list_brokerage_authorizations_impl(user_id, user_secret, opts = {})
269
+ private def list_brokerage_authorizations_impl(user_id, user_secret, opts = {})
139
270
  data, _status_code, _headers = list_brokerage_authorizations_with_http_info(user_id, user_secret, opts)
140
271
  data
141
272
  end
142
273
 
143
- # List all brokerage authorizations for the user
274
+ # List all connections
275
+ # Returns a list of all connections for the specified user. Note that &#x60;Connection&#x60; and &#x60;Brokerage Authorization&#x60; are interchangeable, but the term &#x60;Connection&#x60; is preferred and used in the doc for consistency. A connection is usually tied to a single login at a brokerage. A single connection can contain multiple brokerage accounts. SnapTrade performs de-duping on connections for a given user. If the user has an existing connection with the brokerage, when connecting the brokerage with the same credentials, SnapTrade will return the existing connection instead of creating a new one.
144
276
  # @param user_id [String]
145
277
  # @param user_secret [String]
146
278
  # @param [Hash] opts the optional parameters
147
279
  # @return [Array<(Array<BrokerageAuthorization>, Integer, Hash)>] Array<BrokerageAuthorization> data, response status code and response headers
148
- def list_brokerage_authorizations_with_http_info_impl(user_id, user_secret, opts = {})
280
+ private def list_brokerage_authorizations_with_http_info_impl(user_id, user_secret, opts = {})
149
281
  if @api_client.config.debugging
150
282
  @api_client.config.logger.debug 'Calling API: ConnectionsApi.list_brokerage_authorizations ...'
151
283
  end
@@ -200,8 +332,120 @@ module SnapTrade
200
332
  end
201
333
 
202
334
 
203
- # Delete brokerage authorization
204
- # @param authorization_id [String] The ID of the Authorization to delete.
335
+ # Refresh holdings for a connection
336
+ #
337
+ # Trigger a holdings update for all accounts under this connection. Updates will be queued asynchronously. [`ACCOUNT_HOLDINGS_UPDATED` webhook](/docs/webhooks#webhooks-account_holdings_updated) will be sent once the sync completes for each account under the connection.
338
+ # This endpoint will also trigger a transaction sync for the past day if one has not yet occured.
339
+ #
340
+ # *Please contact support for access as this endpoint is not enabled by default.*
341
+ #
342
+ # @param authorization_id [String]
343
+ # @param user_id [String]
344
+ # @param user_secret [String]
345
+ # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
346
+ def refresh_brokerage_authorization(authorization_id:, user_id:, user_secret:, extra: {})
347
+ data, _status_code, _headers = refresh_brokerage_authorization_with_http_info_impl(authorization_id, user_id, user_secret, extra)
348
+ data
349
+ end
350
+
351
+ # Refresh holdings for a connection
352
+ #
353
+ # Trigger a holdings update for all accounts under this connection. Updates will be queued asynchronously. [`ACCOUNT_HOLDINGS_UPDATED` webhook](/docs/webhooks#webhooks-account_holdings_updated) will be sent once the sync completes for each account under the connection.
354
+ # This endpoint will also trigger a transaction sync for the past day if one has not yet occured.
355
+ #
356
+ # *Please contact support for access as this endpoint is not enabled by default.*
357
+ #
358
+ # @param authorization_id [String]
359
+ # @param user_id [String]
360
+ # @param user_secret [String]
361
+ # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
362
+ def refresh_brokerage_authorization_with_http_info(authorization_id:, user_id:, user_secret:, extra: {})
363
+ refresh_brokerage_authorization_with_http_info_impl(authorization_id, user_id, user_secret, extra)
364
+ end
365
+
366
+ # Refresh holdings for a connection
367
+ # Trigger a holdings update for all accounts under this connection. Updates will be queued asynchronously. [`ACCOUNT_HOLDINGS_UPDATED` webhook](/docs/webhooks#webhooks-account_holdings_updated) will be sent once the sync completes for each account under the connection. This endpoint will also trigger a transaction sync for the past day if one has not yet occured. *Please contact support for access as this endpoint is not enabled by default.*
368
+ # @param authorization_id [String]
369
+ # @param user_id [String]
370
+ # @param user_secret [String]
371
+ # @param [Hash] opts the optional parameters
372
+ # @return [BrokerageAuthorizationRefreshConfirmation]
373
+ private def refresh_brokerage_authorization_impl(authorization_id, user_id, user_secret, opts = {})
374
+ data, _status_code, _headers = refresh_brokerage_authorization_with_http_info(authorization_id, user_id, user_secret, opts)
375
+ data
376
+ end
377
+
378
+ # Refresh holdings for a connection
379
+ # Trigger a holdings update for all accounts under this connection. Updates will be queued asynchronously. [&#x60;ACCOUNT_HOLDINGS_UPDATED&#x60; webhook](/docs/webhooks#webhooks-account_holdings_updated) will be sent once the sync completes for each account under the connection. This endpoint will also trigger a transaction sync for the past day if one has not yet occured. *Please contact support for access as this endpoint is not enabled by default.*
380
+ # @param authorization_id [String]
381
+ # @param user_id [String]
382
+ # @param user_secret [String]
383
+ # @param [Hash] opts the optional parameters
384
+ # @return [Array<(BrokerageAuthorizationRefreshConfirmation, Integer, Hash)>] BrokerageAuthorizationRefreshConfirmation data, response status code and response headers
385
+ private def refresh_brokerage_authorization_with_http_info_impl(authorization_id, user_id, user_secret, opts = {})
386
+ if @api_client.config.debugging
387
+ @api_client.config.logger.debug 'Calling API: ConnectionsApi.refresh_brokerage_authorization ...'
388
+ end
389
+ # verify the required parameter 'authorization_id' is set
390
+ if @api_client.config.client_side_validation && authorization_id.nil?
391
+ fail ArgumentError, "Missing the required parameter 'authorization_id' when calling ConnectionsApi.refresh_brokerage_authorization"
392
+ end
393
+ # verify the required parameter 'user_id' is set
394
+ if @api_client.config.client_side_validation && user_id.nil?
395
+ fail ArgumentError, "Missing the required parameter 'user_id' when calling ConnectionsApi.refresh_brokerage_authorization"
396
+ end
397
+ # verify the required parameter 'user_secret' is set
398
+ if @api_client.config.client_side_validation && user_secret.nil?
399
+ fail ArgumentError, "Missing the required parameter 'user_secret' when calling ConnectionsApi.refresh_brokerage_authorization"
400
+ end
401
+ # resource path
402
+ local_var_path = '/authorizations/{authorizationId}/refresh'.sub('{' + 'authorizationId' + '}', CGI.escape(authorization_id.to_s))
403
+
404
+ # query parameters
405
+ query_params = opts[:query_params] || {}
406
+ query_params[:'userId'] = user_id
407
+ query_params[:'userSecret'] = user_secret
408
+
409
+ # header parameters
410
+ header_params = opts[:header_params] || {}
411
+ # HTTP header 'Accept' (if needed)
412
+ header_params['Accept'] = @api_client.select_header_accept(['application/json'])
413
+
414
+ # form parameters
415
+ form_params = opts[:form_params] || {}
416
+
417
+ # http body (model)
418
+ post_body = opts[:debug_body]
419
+
420
+ # return_type
421
+ return_type = opts[:debug_return_type] || 'BrokerageAuthorizationRefreshConfirmation'
422
+
423
+ # auth_names
424
+ auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
425
+
426
+ new_options = opts.merge(
427
+ :operation => :"ConnectionsApi.refresh_brokerage_authorization",
428
+ :header_params => header_params,
429
+ :query_params => query_params,
430
+ :form_params => form_params,
431
+ :body => post_body,
432
+ :auth_names => auth_names,
433
+ :return_type => return_type
434
+ )
435
+
436
+ data, status_code, headers, response = @api_client.call_api(:POST, local_var_path, new_options)
437
+ if @api_client.config.debugging
438
+ @api_client.config.logger.debug "API called: ConnectionsApi#refresh_brokerage_authorization\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
439
+ end
440
+ return data, status_code, headers, response
441
+ end
442
+
443
+
444
+ # Delete connection
445
+ #
446
+ # Deletes the connection specified by the ID. This will also delete all accounts and holdings associated with the connection. This action is irreversible. This endpoint is synchronous, a 204 response indicates that the connection has been successfully deleted.
447
+ #
448
+ # @param authorization_id [String]
205
449
  # @param user_id [String]
206
450
  # @param user_secret [String]
207
451
  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
@@ -210,8 +454,11 @@ module SnapTrade
210
454
  nil
211
455
  end
212
456
 
213
- # Delete brokerage authorization
214
- # @param authorization_id [String] The ID of the Authorization to delete.
457
+ # Delete connection
458
+ #
459
+ # Deletes the connection specified by the ID. This will also delete all accounts and holdings associated with the connection. This action is irreversible. This endpoint is synchronous, a 204 response indicates that the connection has been successfully deleted.
460
+ #
461
+ # @param authorization_id [String]
215
462
  # @param user_id [String]
216
463
  # @param user_secret [String]
217
464
  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
@@ -219,24 +466,26 @@ module SnapTrade
219
466
  remove_brokerage_authorization_with_http_info_impl(authorization_id, user_id, user_secret, extra)
220
467
  end
221
468
 
222
- # Delete brokerage authorization
223
- # @param authorization_id [String] The ID of the Authorization to delete.
469
+ # Delete connection
470
+ # Deletes the connection specified by the ID. This will also delete all accounts and holdings associated with the connection. This action is irreversible. This endpoint is synchronous, a 204 response indicates that the connection has been successfully deleted.
471
+ # @param authorization_id [String]
224
472
  # @param user_id [String]
225
473
  # @param user_secret [String]
226
474
  # @param [Hash] opts the optional parameters
227
475
  # @return [nil]
228
- def remove_brokerage_authorization_impl(authorization_id, user_id, user_secret, opts = {})
476
+ private def remove_brokerage_authorization_impl(authorization_id, user_id, user_secret, opts = {})
229
477
  remove_brokerage_authorization_with_http_info(authorization_id, user_id, user_secret, opts)
230
478
  nil
231
479
  end
232
480
 
233
- # Delete brokerage authorization
234
- # @param authorization_id [String] The ID of the Authorization to delete.
481
+ # Delete connection
482
+ # Deletes the connection specified by the ID. This will also delete all accounts and holdings associated with the connection. This action is irreversible. This endpoint is synchronous, a 204 response indicates that the connection has been successfully deleted.
483
+ # @param authorization_id [String]
235
484
  # @param user_id [String]
236
485
  # @param user_secret [String]
237
486
  # @param [Hash] opts the optional parameters
238
487
  # @return [Array<(nil, Integer, Hash)>] nil, response status code and response headers
239
- def remove_brokerage_authorization_with_http_info_impl(authorization_id, user_id, user_secret, opts = {})
488
+ private def remove_brokerage_authorization_with_http_info_impl(authorization_id, user_id, user_secret, opts = {})
240
489
  if @api_client.config.debugging
241
490
  @api_client.config.logger.debug 'Calling API: ConnectionsApi.remove_brokerage_authorization ...'
242
491
  end
@@ -293,10 +542,116 @@ module SnapTrade
293
542
  end
294
543
 
295
544
 
296
- # List all session events for the partner
545
+ # List connection rate of returns
546
+ #
547
+ # Returns a list of rate of return percents for a given connection. Will include timeframes available from the brokerage, for example "ALL", "1Y", "6M", "3M", "1M"
548
+ #
549
+ # @param user_id [String]
550
+ # @param user_secret [String]
551
+ # @param authorization_id [String]
552
+ # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
553
+ def return_rates(user_id:, user_secret:, authorization_id:, extra: {})
554
+ data, _status_code, _headers = return_rates_with_http_info_impl(user_id, user_secret, authorization_id, extra)
555
+ data
556
+ end
557
+
558
+ # List connection rate of returns
559
+ #
560
+ # Returns a list of rate of return percents for a given connection. Will include timeframes available from the brokerage, for example "ALL", "1Y", "6M", "3M", "1M"
561
+ #
562
+ # @param user_id [String]
563
+ # @param user_secret [String]
564
+ # @param authorization_id [String]
565
+ # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
566
+ def return_rates_with_http_info(user_id:, user_secret:, authorization_id:, extra: {})
567
+ return_rates_with_http_info_impl(user_id, user_secret, authorization_id, extra)
568
+ end
569
+
570
+ # List connection rate of returns
571
+ # Returns a list of rate of return percents for a given connection. Will include timeframes available from the brokerage, for example \"ALL\", \"1Y\", \"6M\", \"3M\", \"1M\"
572
+ # @param user_id [String]
573
+ # @param user_secret [String]
574
+ # @param authorization_id [String]
575
+ # @param [Hash] opts the optional parameters
576
+ # @return [RateOfReturnResponse]
577
+ private def return_rates_impl(user_id, user_secret, authorization_id, opts = {})
578
+ data, _status_code, _headers = return_rates_with_http_info(user_id, user_secret, authorization_id, opts)
579
+ data
580
+ end
581
+
582
+ # List connection rate of returns
583
+ # Returns a list of rate of return percents for a given connection. Will include timeframes available from the brokerage, for example \&quot;ALL\&quot;, \&quot;1Y\&quot;, \&quot;6M\&quot;, \&quot;3M\&quot;, \&quot;1M\&quot;
584
+ # @param user_id [String]
585
+ # @param user_secret [String]
586
+ # @param authorization_id [String]
587
+ # @param [Hash] opts the optional parameters
588
+ # @return [Array<(RateOfReturnResponse, Integer, Hash)>] RateOfReturnResponse data, response status code and response headers
589
+ private def return_rates_with_http_info_impl(user_id, user_secret, authorization_id, opts = {})
590
+ if @api_client.config.debugging
591
+ @api_client.config.logger.debug 'Calling API: ConnectionsApi.return_rates ...'
592
+ end
593
+ # verify the required parameter 'user_id' is set
594
+ if @api_client.config.client_side_validation && user_id.nil?
595
+ fail ArgumentError, "Missing the required parameter 'user_id' when calling ConnectionsApi.return_rates"
596
+ end
597
+ # verify the required parameter 'user_secret' is set
598
+ if @api_client.config.client_side_validation && user_secret.nil?
599
+ fail ArgumentError, "Missing the required parameter 'user_secret' when calling ConnectionsApi.return_rates"
600
+ end
601
+ # verify the required parameter 'authorization_id' is set
602
+ if @api_client.config.client_side_validation && authorization_id.nil?
603
+ fail ArgumentError, "Missing the required parameter 'authorization_id' when calling ConnectionsApi.return_rates"
604
+ end
605
+ # resource path
606
+ local_var_path = '/authorizations/{authorizationId}/returnRates'.sub('{' + 'authorizationId' + '}', CGI.escape(authorization_id.to_s))
607
+
608
+ # query parameters
609
+ query_params = opts[:query_params] || {}
610
+ query_params[:'userId'] = user_id
611
+ query_params[:'userSecret'] = user_secret
612
+
613
+ # header parameters
614
+ header_params = opts[:header_params] || {}
615
+ # HTTP header 'Accept' (if needed)
616
+ header_params['Accept'] = @api_client.select_header_accept(['application/json'])
617
+
618
+ # form parameters
619
+ form_params = opts[:form_params] || {}
620
+
621
+ # http body (model)
622
+ post_body = opts[:debug_body]
623
+
624
+ # return_type
625
+ return_type = opts[:debug_return_type] || 'RateOfReturnResponse'
626
+
627
+ # auth_names
628
+ auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
629
+
630
+ new_options = opts.merge(
631
+ :operation => :"ConnectionsApi.return_rates",
632
+ :header_params => header_params,
633
+ :query_params => query_params,
634
+ :form_params => form_params,
635
+ :body => post_body,
636
+ :auth_names => auth_names,
637
+ :return_type => return_type
638
+ )
639
+
640
+ data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
641
+ if @api_client.config.debugging
642
+ @api_client.config.logger.debug "API called: ConnectionsApi#return_rates\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
643
+ end
644
+ return data, status_code, headers, response
645
+ end
646
+
647
+
648
+ # Get all session events for a user
649
+ #
650
+ # Returns a list of session events associated with a user.
651
+ #
297
652
  # @param partner_client_id [String]
298
- # @param user_id [String] Optional comma seperated list of user IDs used to filter the request on specific users
299
- # @param session_id [String] Optional comma seperated list of session IDs used to filter the request on specific users
653
+ # @param user_id [String] Optional comma separated list of user IDs used to filter the request on specific users
654
+ # @param session_id [String] Optional comma separated list of session IDs used to filter the request on specific users
300
655
  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
301
656
  def session_events(partner_client_id:, user_id: SENTINEL, session_id: SENTINEL, extra: {})
302
657
  extra[:user_id] = user_id if user_id != SENTINEL
@@ -305,10 +660,13 @@ module SnapTrade
305
660
  data
306
661
  end
307
662
 
308
- # List all session events for the partner
663
+ # Get all session events for a user
664
+ #
665
+ # Returns a list of session events associated with a user.
666
+ #
309
667
  # @param partner_client_id [String]
310
- # @param user_id [String] Optional comma seperated list of user IDs used to filter the request on specific users
311
- # @param session_id [String] Optional comma seperated list of session IDs used to filter the request on specific users
668
+ # @param user_id [String] Optional comma separated list of user IDs used to filter the request on specific users
669
+ # @param session_id [String] Optional comma separated list of session IDs used to filter the request on specific users
312
670
  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
313
671
  def session_events_with_http_info(partner_client_id:, user_id: SENTINEL, session_id: SENTINEL, extra: {})
314
672
  extra[:user_id] = user_id if user_id != SENTINEL
@@ -316,24 +674,26 @@ module SnapTrade
316
674
  session_events_with_http_info_impl(partner_client_id, extra)
317
675
  end
318
676
 
319
- # List all session events for the partner
677
+ # Get all session events for a user
678
+ # Returns a list of session events associated with a user.
320
679
  # @param partner_client_id [String]
321
680
  # @param [Hash] opts the optional parameters
322
- # @option opts [String] :user_id Optional comma seperated list of user IDs used to filter the request on specific users
323
- # @option opts [String] :session_id Optional comma seperated list of session IDs used to filter the request on specific users
681
+ # @option opts [String] :user_id Optional comma separated list of user IDs used to filter the request on specific users
682
+ # @option opts [String] :session_id Optional comma separated list of session IDs used to filter the request on specific users
324
683
  # @return [Array<ConnectionsSessionEvents200ResponseInner>]
325
- def session_events_impl(partner_client_id, opts = {})
684
+ private def session_events_impl(partner_client_id, opts = {})
326
685
  data, _status_code, _headers = session_events_with_http_info(partner_client_id, opts)
327
686
  data
328
687
  end
329
688
 
330
- # List all session events for the partner
689
+ # Get all session events for a user
690
+ # Returns a list of session events associated with a user.
331
691
  # @param partner_client_id [String]
332
692
  # @param [Hash] opts the optional parameters
333
- # @option opts [String] :user_id Optional comma seperated list of user IDs used to filter the request on specific users
334
- # @option opts [String] :session_id Optional comma seperated list of session IDs used to filter the request on specific users
693
+ # @option opts [String] :user_id Optional comma separated list of user IDs used to filter the request on specific users
694
+ # @option opts [String] :session_id Optional comma separated list of session IDs used to filter the request on specific users
335
695
  # @return [Array<(Array<ConnectionsSessionEvents200ResponseInner>, Integer, Hash)>] Array<ConnectionsSessionEvents200ResponseInner> data, response status code and response headers
336
- def session_events_with_http_info_impl(partner_client_id, opts = {})
696
+ private def session_events_with_http_info_impl(partner_client_id, opts = {})
337
697
  if @api_client.config.debugging
338
698
  @api_client.config.logger.debug 'Calling API: ConnectionsApi.session_events ...'
339
699
  end