snaptrade 1.2.0

data/lib/snaptrade/configuration.rb

@@ -0,0 +1,374 @@
+=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
+
+module SnapTrade
+  class Configuration
+    # Defines url scheme
+    attr_accessor :scheme
+
+    # Defines url host
+    attr_accessor :host
+
+    # Defines url base path
+    attr_accessor :base_path
+
+    # Define server configuration index
+    attr_accessor :server_index
+
+    # Define server operation configuration index
+    attr_accessor :server_operation_index
+
+    # Default server variables
+    attr_accessor :server_variables
+
+    # Default server operation variables
+    attr_accessor :server_operation_variables
+
+    def client_id=(value)
+      @api_key['PartnerClientId'] = value
+    end
+
+    def signature=(value)
+      @api_key['PartnerSignature'] = value
+    end
+
+    def timestamp=(value)
+      @api_key['PartnerTimestamp'] = value
+    end
+
+    # client state configured through konfig.yaml
+    attr_accessor :consumer_key
+
+    # Defines API keys used with API Key authentications.
+    #
+    # @return [Hash] key: parameter name, value: parameter value (API key)
+    #
+    # @example parameter name is "api_key", API key is "xxx" (e.g. "api_key=xxx" in query string)
+    #   config.api_key['api_key'] = 'xxx'
+    attr_accessor :api_key
+
+    # Defines API key prefixes used with API Key authentications.
+    #
+    # @return [Hash] key: parameter name, value: API key prefix
+    #
+    # @example parameter name is "Authorization", API key prefix is "Token" (e.g. "Authorization: Token xxx" in headers)
+    #   config.api_key_prefix['api_key'] = 'Token'
+    attr_accessor :api_key_prefix
+
+    # Defines the username used with HTTP basic authentication.
+    #
+    # @return [String]
+    attr_accessor :username
+
+    # Defines the password used with HTTP basic authentication.
+    #
+    # @return [String]
+    attr_accessor :password
+
+    # Defines the access token (Bearer) used with OAuth2.
+    attr_accessor :access_token
+
+    # Set this to enable/disable debugging. When enabled (set to true), HTTP request/response
+    # details will be logged with `logger.debug` (see the `logger` attribute).
+    # Default to false.
+    #
+    # @return [true, false]
+    attr_accessor :debugging
+
+    # Defines the logger used for debugging.
+    # Default to `Rails.logger` (when in Rails) or logging to STDOUT.
+    #
+    # @return [#debug]
+    attr_accessor :logger
+
+    # Defines the temporary folder to store downloaded files
+    # (for API endpoints that have file response).
+    # Default to use `Tempfile`.
+    #
+    # @return [String]
+    attr_accessor :temp_folder_path
+
+    # The time limit for HTTP request in seconds.
+    # Default to 0 (never times out).
+    attr_accessor :timeout
+
+    # Set this to false to skip client side validation in the operation.
+    # Default to true.
+    # @return [true, false]
+    attr_accessor :client_side_validation
+
+    ### TLS/SSL setting
+    # Set this to false to skip verifying SSL certificate when calling API from https server.
+    # Default to true.
+    #
+    # @note Do NOT set it to false in production code, otherwise you would face multiple types of cryptographic attacks.
+    #
+    # @return [true, false]
+    attr_accessor :ssl_verify
+
+    ### TLS/SSL setting
+    # Any `OpenSSL::SSL::` constant (see https://ruby-doc.org/stdlib-2.5.1/libdoc/openssl/rdoc/OpenSSL/SSL.html)
+    #
+    # @note Do NOT set it to false in production code, otherwise you would face multiple types of cryptographic attacks.
+    #
+    attr_accessor :ssl_verify_mode
+
+    ### TLS/SSL setting
+    # Set this to customize the certificate file to verify the peer.
+    #
+    # @return [String] the path to the certificate file
+    attr_accessor :ssl_ca_file
+
+    ### TLS/SSL setting
+    # Client certificate file (for client certificate)
+    attr_accessor :ssl_client_cert
+
+    ### TLS/SSL setting
+    # Client private key file (for client certificate)
+    attr_accessor :ssl_client_key
+
+    ### Proxy setting
+    # HTTP Proxy settings
+    attr_accessor :proxy
+
+    # Set this to customize parameters encoder of array parameter.
+    # Default to nil. Faraday uses NestedParamsEncoder when nil.
+    #
+    # @see The params_encoder option of Faraday. Related source code:
+    # https://github.com/lostisland/faraday/tree/main/lib/faraday/encoders
+    attr_accessor :params_encoder
+
+
+    attr_accessor :inject_format
+
+    attr_accessor :force_ending_format
+
+    def initialize
+      @scheme = 'https'
+      @host = 'api.snaptrade.com'
+      @base_path = '/api/v1'
+      @server_index = 0
+      @server_operation_index = {}
+      @server_variables = {}
+      @server_operation_variables = {}
+      @api_key = {}
+      @api_key_prefix = {}
+      @client_side_validation = true
+      @ssl_verify = true
+      @ssl_verify_mode = nil
+      @ssl_ca_file = nil
+      @ssl_client_cert = nil
+      @ssl_client_key = nil
+      @middlewares = Hash.new { |h, k| h[k] = [] }
+      @timeout = 60
+      # return data as binary instead of file
+      @return_binary_data = false
+      @params_encoder = nil
+      @debugging = false
+      @inject_format = false
+      @force_ending_format = false
+      @logger = defined?(Rails) ? Rails.logger : Logger.new(STDOUT)
+
+      yield(self) if block_given?
+    end
+
+    # The default Configuration object.
+    def self.default
+      @@default ||= Configuration.new
+    end
+
+    def configure
+      yield(self) if block_given?
+    end
+
+    def scheme=(scheme)
+      # remove :// from scheme
+      @scheme = scheme.sub(/:\/\//, '')
+    end
+
+    def host=(host)
+      # remove http(s):// and anything after a slash
+      @host = host.sub(/https?:\/\//, '').split('/').first
+
+      # try to set @scheme and @base_path if possible
+      begin
+        uri = URI.parse(host)
+        @scheme = uri.scheme
+        @base_path = uri.path
+      rescue InvalidURIError
+      end
+
+      # unset server_index so host is used when getting request url (see ApiClient#build_request_url)
+      @server_index = nil
+    end
+
+    def base_path=(base_path)
+      # Add leading and trailing slashes to base_path
+      @base_path = "/#{base_path}".gsub(/\/+/, '/')
+      @base_path = '' if @base_path == '/'
+    end
+
+    # Returns base URL for specified operation based on server settings
+    def base_url(operation = nil)
+      index = server_operation_index.fetch(operation, server_index)
+      return "#{scheme}://#{[host, base_path].join('/').gsub(/\/+/, '/')}".sub(/\/+\z/, '') if index == nil
+
+      server_url(index, server_operation_variables.fetch(operation, server_variables), operation_server_settings[operation])
+    end
+
+    # Gets API key (with prefix if set).
+    # @param [String] param_name the parameter name of API key auth
+    def api_key_with_prefix(param_name, param_alias = nil)
+      key = @api_key[param_name]
+      key = @api_key.fetch(param_alias, key) unless param_alias.nil?
+      if @api_key_prefix[param_name]
+        "#{@api_key_prefix[param_name]} #{key}"
+      else
+        key
+      end
+    end
+
+    # Gets Basic Auth token string
+    def basic_auth_token
+      'Basic ' + ["#{username}:#{password}"].pack('m').delete("\r\n")
+    end
+
+    # Returns Auth Settings hash for api client.
+    def auth_settings
+      {
+        'PartnerClientId' =>
+          {
+            type: 'api_key',
+            in: 'query',
+            key: 'clientId',
+            value: api_key_with_prefix('PartnerClientId')
+          },
+        'PartnerSignature' =>
+          {
+            type: 'api_key',
+            in: 'header',
+            key: 'Signature',
+            value: api_key_with_prefix('PartnerSignature')
+          },
+        'PartnerTimestamp' =>
+          {
+            type: 'api_key',
+            in: 'query',
+            key: 'timestamp',
+            value: api_key_with_prefix('PartnerTimestamp')
+          },
+      }
+    end
+
+    # Returns an array of Server setting
+    def server_settings
+      [
+        {
+          url: "https://api.snaptrade.com/api/v1",
+          description: "SnapTrade Production API",
+        }
+      ]
+    end
+
+    def operation_server_settings
+      {
+      }
+    end
+
+    # Returns URL based on server settings
+    #
+    # @param index array index of the server settings
+    # @param variables hash of variable and the corresponding value
+    def server_url(index, variables = {}, servers = nil)
+      servers = server_settings if servers == nil
+
+      # check array index out of bound
+      if (index < 0 || index >= servers.size)
+        fail ArgumentError, "Invalid index #{index} when selecting the server. Must be less than #{servers.size}"
+      end
+
+      server = servers[index]
+      url = server[:url]
+
+      return url unless server.key? :variables
+
+      # go through variable and assign a value
+      server[:variables].each do |name, variable|
+        if variables.key?(name)
+          if (!server[:variables][name].key?(:enum_values) || server[:variables][name][:enum_values].include?(variables[name]))
+            url.gsub! "{" + name.to_s + "}", variables[name]
+          else
+            fail ArgumentError, "The variable `#{name}` in the server URL has invalid value #{variables[name]}. Must be #{server[:variables][name][:enum_values]}."
+          end
+        else
+          # use default value
+          url.gsub! "{" + name.to_s + "}", server[:variables][name][:default_value]
+        end
+      end
+
+      url
+    end
+
+    # Adds middleware to the stack
+    def use(*middleware)
+      set_faraday_middleware(:use, *middleware)
+    end
+
+    # Adds request middleware to the stack
+    def request(*middleware)
+      set_faraday_middleware(:request, *middleware)
+    end
+
+    # Adds response middleware to the stack
+    def response(*middleware)
+      set_faraday_middleware(:response, *middleware)
+    end
+
+    # Adds Faraday middleware setting information to the stack
+    #
+    # @example Use the `set_faraday_middleware` method to set middleware information
+    #   config.set_faraday_middleware(:request, :retry, max: 3, methods: [:get, :post], retry_statuses: [503])
+    #   config.set_faraday_middleware(:response, :logger, nil, { bodies: true, log_level: :debug })
+    #   config.set_faraday_middleware(:use, Faraday::HttpCache, store: Rails.cache, shared_cache: false)
+    #   config.set_faraday_middleware(:insert, 0, FaradayMiddleware::FollowRedirects, { standards_compliant: true, limit: 1 })
+    #   config.set_faraday_middleware(:swap, 0, Faraday::Response::Logger)
+    #   config.set_faraday_middleware(:delete, Faraday::Multipart::Middleware)
+    #
+    # @see https://github.com/lostisland/faraday/blob/v2.3.0/lib/faraday/rack_builder.rb#L92-L143
+    def set_faraday_middleware(operation, key, *args, &block)
+      unless [:request, :response, :use, :insert, :insert_before, :insert_after, :swap, :delete].include?(operation)
+        fail ArgumentError, "Invalid faraday middleware operation #{operation}. Must be" \
+                            " :request, :response, :use, :insert, :insert_before, :insert_after, :swap or :delete."
+      end
+
+      @middlewares[operation] << [key, args, block]
+    end
+    ruby2_keywords(:set_faraday_middleware) if respond_to?(:ruby2_keywords, true)
+
+    # Set up middleware on the connection
+    def configure_middleware(connection)
+      return if @middlewares.empty?
+
+      [:request, :response, :use, :insert, :insert_before, :insert_after, :swap].each do |operation|
+        next unless @middlewares.key?(operation)
+
+        @middlewares[operation].each do |key, args, block|
+          connection.builder.send(operation, key, *args, &block)
+        end
+      end
+
+      if @middlewares.key?(:delete)
+        @middlewares[:delete].each do |key, _args, _block|
+          connection.builder.delete(key)
+        end
+      end
+    end
+  end
+end

data/lib/snaptrade/models/account.rb

@@ -0,0 +1,303 @@
+=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 'date'
+require 'time'
+
+module SnapTrade
+  # SnapTradeUser Investment Account
+  class Account
+    attr_accessor :id
+
+    attr_accessor :brokerage_authorization
+
+    attr_accessor :portfolio_group
+
+    attr_accessor :name
+
+    attr_accessor :number
+
+    attr_accessor :institution_name
+
+    attr_accessor :created_date
+
+    attr_accessor :meta
+
+    attr_accessor :cash_restrictions
+
+    attr_accessor :sync_status
+
+    # Attribute mapping from ruby-style variable name to JSON key.
+    def self.attribute_map
+      {
+        :'id' => :'id',
+        :'brokerage_authorization' => :'brokerage_authorization',
+        :'portfolio_group' => :'portfolio_group',
+        :'name' => :'name',
+        :'number' => :'number',
+        :'institution_name' => :'institution_name',
+        :'created_date' => :'created_date',
+        :'meta' => :'meta',
+        :'cash_restrictions' => :'cash_restrictions',
+        :'sync_status' => :'sync_status'
+      }
+    end
+
+    # Returns all the JSON keys this model knows about
+    def self.acceptable_attributes
+      attribute_map.values
+    end
+
+    # Attribute type mapping.
+    def self.openapi_types
+      {
+        :'id' => :'String',
+        :'brokerage_authorization' => :'String',
+        :'portfolio_group' => :'String',
+        :'name' => :'String',
+        :'number' => :'String',
+        :'institution_name' => :'String',
+        :'created_date' => :'String',
+        :'meta' => :'Hash<String, Object>',
+        :'cash_restrictions' => :'Array<CashRestriction>',
+        :'sync_status' => :'AccountSyncStatus'
+      }
+    end
+
+    # List of attributes with nullable: true
+    def self.openapi_nullable
+      Set.new([
+      ])
+    end
+
+    # Initializes the object
+    # @param [Hash] attributes Model attributes in the form of hash
+    def initialize(attributes = {})
+      if (!attributes.is_a?(Hash))
+        fail ArgumentError, "The input argument (attributes) must be a hash in `SnapTrade::Account` initialize method"
+      end
+
+      # check to see if the attribute exists and convert string to symbol for hash key
+      attributes = attributes.each_with_object({}) { |(k, v), h|
+        if (!self.class.attribute_map.key?(k.to_sym))
+          fail ArgumentError, "`#{k}` is not a valid attribute in `SnapTrade::Account`. Please check the name to make sure it's valid. List of attributes: " + self.class.attribute_map.keys.inspect
+        end
+        h[k.to_sym] = v
+      }
+
+      if attributes.key?(:'id')
+        self.id = attributes[:'id']
+      end
+
+      if attributes.key?(:'brokerage_authorization')
+        self.brokerage_authorization = attributes[:'brokerage_authorization']
+      end
+
+      if attributes.key?(:'portfolio_group')
+        self.portfolio_group = attributes[:'portfolio_group']
+      end
+
+      if attributes.key?(:'name')
+        self.name = attributes[:'name']
+      end
+
+      if attributes.key?(:'number')
+        self.number = attributes[:'number']
+      end
+
+      if attributes.key?(:'institution_name')
+        self.institution_name = attributes[:'institution_name']
+      end
+
+      if attributes.key?(:'created_date')
+        self.created_date = attributes[:'created_date']
+      end
+
+      if attributes.key?(:'meta')
+        if (value = attributes[:'meta']).is_a?(Hash)
+          self.meta = value
+        end
+      end
+
+      if attributes.key?(:'cash_restrictions')
+        if (value = attributes[:'cash_restrictions']).is_a?(Array)
+          self.cash_restrictions = value
+        end
+      end
+
+      if attributes.key?(:'sync_status')
+        self.sync_status = attributes[:'sync_status']
+      end
+    end
+
+    # Show invalid properties with the reasons. Usually used together with valid?
+    # @return Array for valid properties with the reasons
+    def list_invalid_properties
+      invalid_properties = Array.new
+      invalid_properties
+    end
+
+    # Check to see if the all the properties in the model are valid
+    # @return true if the model is valid
+    def valid?
+      true
+    end
+
+    # Checks equality by comparing each attribute.
+    # @param [Object] Object to be compared
+    def ==(o)
+      return true if self.equal?(o)
+      self.class == o.class &&
+          id == o.id &&
+          brokerage_authorization == o.brokerage_authorization &&
+          portfolio_group == o.portfolio_group &&
+          name == o.name &&
+          number == o.number &&
+          institution_name == o.institution_name &&
+          created_date == o.created_date &&
+          meta == o.meta &&
+          cash_restrictions == o.cash_restrictions &&
+          sync_status == o.sync_status
+    end
+
+    # @see the `==` method
+    # @param [Object] Object to be compared
+    def eql?(o)
+      self == o
+    end
+
+    # Calculates hash code according to all attributes.
+    # @return [Integer] Hash code
+    def hash
+      [id, brokerage_authorization, portfolio_group, name, number, institution_name, created_date, meta, cash_restrictions, sync_status].hash
+    end
+
+    # Builds the object from hash
+    # @param [Hash] attributes Model attributes in the form of hash
+    # @return [Object] Returns the model itself
+    def self.build_from_hash(attributes)
+      new.build_from_hash(attributes)
+    end
+
+    # Builds the object from hash
+    # @param [Hash] attributes Model attributes in the form of hash
+    # @return [Object] Returns the model itself
+    def build_from_hash(attributes)
+      return nil unless attributes.is_a?(Hash)
+      attributes = attributes.transform_keys(&:to_sym)
+      self.class.openapi_types.each_pair do |key, type|
+        if attributes[self.class.attribute_map[key]].nil? && self.class.openapi_nullable.include?(key)
+          self.send("#{key}=", nil)
+        elsif type =~ /\AArray<(.*)>/i
+          # check to ensure the input is an array given that the attribute
+          # is documented as an array but the input is not
+          if attributes[self.class.attribute_map[key]].is_a?(Array)
+            self.send("#{key}=", attributes[self.class.attribute_map[key]].map { |v| _deserialize($1, v) })
+          end
+        elsif !attributes[self.class.attribute_map[key]].nil?
+          self.send("#{key}=", _deserialize(type, attributes[self.class.attribute_map[key]]))
+        end
+      end
+
+      self
+    end
+
+    # Deserializes the data based on type
+    # @param string type Data type
+    # @param string value Value to be deserialized
+    # @return [Object] Deserialized data
+    def _deserialize(type, value)
+      case type.to_sym
+      when :Time
+        Time.parse(value)
+      when :Date
+        Date.parse(value)
+      when :String
+        value.to_s
+      when :Integer
+        value.to_i
+      when :Float
+        value.to_f
+      when :Boolean
+        if value.to_s =~ /\A(true|t|yes|y|1)\z/i
+          true
+        else
+          false
+        end
+      when :Object
+        # generic object (usually a Hash), return directly
+        value
+      when /\AArray<(?<inner_type>.+)>\z/
+        inner_type = Regexp.last_match[:inner_type]
+        value.map { |v| _deserialize(inner_type, v) }
+      when /\AHash<(?<k_type>.+?), (?<v_type>.+)>\z/
+        k_type = Regexp.last_match[:k_type]
+        v_type = Regexp.last_match[:v_type]
+        {}.tap do |hash|
+          value.each do |k, v|
+            hash[_deserialize(k_type, k)] = _deserialize(v_type, v)
+          end
+        end
+      else # model
+        # models (e.g. Pet) or oneOf
+        klass = SnapTrade.const_get(type)
+        klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
+      end
+    end
+
+    # Returns the string representation of the object
+    # @return [String] String presentation of the object
+    def to_s
+      to_hash.to_s
+    end
+
+    # to_body is an alias to to_hash (backward compatibility)
+    # @return [Hash] Returns the object in the form of hash
+    def to_body
+      to_hash
+    end
+
+    # Returns the object in the form of hash
+    # @return [Hash] Returns the object in the form of hash
+    def to_hash
+      hash = {}
+      self.class.attribute_map.each_pair do |attr, param|
+        value = self.send(attr)
+        if value.nil?
+          is_nullable = self.class.openapi_nullable.include?(attr)
+          next if !is_nullable || (is_nullable && !instance_variable_defined?(:"@#{attr}"))
+        end
+
+        hash[param] = _to_hash(value)
+      end
+      hash
+    end
+
+    # Outputs non-array value in the form of hash
+    # For object, use to_hash. Otherwise, just return the value
+    # @param [Object] value Any valid value
+    # @return [Hash] Returns the value in the form of hash
+    def _to_hash(value)
+      if value.is_a?(Array)
+        value.compact.map { |v| _to_hash(v) }
+      elsif value.is_a?(Hash)
+        {}.tap do |hash|
+          value.each { |k, v| hash[k] = _to_hash(v) }
+        end
+      elsif value.respond_to? :to_hash
+        value.to_hash
+      else
+        value
+      end
+    end
+
+  end
+
+end