snaptrade 1.7.0 → 1.8.0

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Files changed (296) hide show
  1. checksums.yaml +4 -4
  2. data/Gemfile +10 -10
  3. data/Gemfile.lock +14 -12
  4. data/README.md +218 -254
  5. data/docs/APIStatusApi.md +57 -57
  6. data/docs/AccountInformationApi.md +535 -535
  7. data/docs/AuthenticationApi.md +314 -314
  8. data/docs/ConnectionsApi.md +265 -265
  9. data/docs/ErrorLogsApi.md +68 -68
  10. data/docs/OptionsApi.md +378 -378
  11. data/docs/ReferenceDataApi.md +595 -595
  12. data/docs/TradingApi.md +478 -799
  13. data/docs/TransactionsAndReportingApi.md +183 -183
  14. data/lib/snaptrade/api/account_information_api.rb +801 -801
  15. data/lib/snaptrade/api/api_status_api.rb +98 -98
  16. data/lib/snaptrade/api/authentication_api.rb +481 -481
  17. data/lib/snaptrade/api/connections_api.rb +398 -398
  18. data/lib/snaptrade/api/error_logs_api.rb +112 -112
  19. data/lib/snaptrade/api/options_api.rb +591 -591
  20. data/lib/snaptrade/api/reference_data_api.rb +894 -894
  21. data/lib/snaptrade/api/trading_api.rb +741 -1150
  22. data/lib/snaptrade/api/transactions_and_reporting_api.rb +283 -283
  23. data/lib/snaptrade/api_client.rb +427 -427
  24. data/lib/snaptrade/api_client_custom.rb +32 -32
  25. data/lib/snaptrade/api_error.rb +6 -6
  26. data/lib/snaptrade/configuration.rb +334 -334
  27. data/lib/snaptrade/models/account.rb +6 -6
  28. data/lib/snaptrade/models/account_holdings.rb +251 -249
  29. data/lib/snaptrade/models/account_holdings_account.rb +263 -260
  30. data/lib/snaptrade/models/account_order_record.rb +6 -6
  31. data/lib/snaptrade/models/account_order_record_status.rb +6 -6
  32. data/lib/snaptrade/models/account_simple.rb +6 -6
  33. data/lib/snaptrade/models/account_sync_status.rb +6 -6
  34. data/lib/snaptrade/models/action.rb +6 -6
  35. data/lib/snaptrade/models/auth_type.rb +6 -6
  36. data/lib/snaptrade/models/authentication_login_snap_trade_user200_response.rb +6 -6
  37. data/lib/snaptrade/models/balance.rb +6 -6
  38. data/lib/snaptrade/models/brokerage.rb +6 -6
  39. data/lib/snaptrade/models/brokerage_authorization.rb +6 -6
  40. data/lib/snaptrade/models/brokerage_authorization_type.rb +6 -6
  41. data/lib/snaptrade/models/brokerage_authorization_type_read_only.rb +6 -6
  42. data/lib/snaptrade/models/brokerage_authorization_type_read_only_brokerage.rb +6 -6
  43. data/lib/snaptrade/models/brokerage_authorization_type_read_only_type.rb +6 -6
  44. data/lib/snaptrade/models/brokerage_authorization_type_type.rb +6 -6
  45. data/lib/snaptrade/models/brokerage_symbol.rb +6 -6
  46. data/lib/snaptrade/models/brokerage_type.rb +6 -6
  47. data/lib/snaptrade/models/calculated_trade.rb +6 -6
  48. data/lib/snaptrade/models/cash_restriction.rb +6 -6
  49. data/lib/snaptrade/models/connection_type.rb +6 -6
  50. data/lib/snaptrade/models/connections_session_events200_response_inner.rb +6 -6
  51. data/lib/snaptrade/models/currency.rb +6 -6
  52. data/lib/snaptrade/models/delete_user_response.rb +6 -6
  53. data/lib/snaptrade/models/dividend_at_date.rb +6 -6
  54. data/lib/snaptrade/models/encrypted_response.rb +6 -6
  55. data/lib/snaptrade/models/encrypted_response_encrypted_message_data.rb +6 -6
  56. data/lib/snaptrade/models/exchange.rb +6 -6
  57. data/lib/snaptrade/models/exchange_rate_pairs.rb +6 -6
  58. data/lib/snaptrade/models/excluded_asset.rb +6 -6
  59. data/lib/snaptrade/models/jwt.rb +6 -6
  60. data/lib/snaptrade/models/login_redirect_uri.rb +6 -6
  61. data/lib/snaptrade/models/manual_trade.rb +6 -6
  62. data/lib/snaptrade/models/manual_trade_and_impact.rb +6 -6
  63. data/lib/snaptrade/models/manual_trade_balance.rb +6 -6
  64. data/lib/snaptrade/models/manual_trade_form.rb +6 -6
  65. data/lib/snaptrade/models/manual_trade_symbol.rb +6 -6
  66. data/lib/snaptrade/models/model400_failed_request_response.rb +6 -6
  67. data/lib/snaptrade/models/model401_failed_request_response.rb +6 -6
  68. data/lib/snaptrade/models/model403_failed_request_response.rb +6 -6
  69. data/lib/snaptrade/models/model404_failed_request_response.rb +6 -6
  70. data/lib/snaptrade/models/model_asset_class.rb +6 -6
  71. data/lib/snaptrade/models/model_asset_class_details.rb +6 -6
  72. data/lib/snaptrade/models/model_asset_class_target.rb +6 -6
  73. data/lib/snaptrade/models/model_portfolio.rb +6 -6
  74. data/lib/snaptrade/models/model_portfolio_asset_class.rb +6 -6
  75. data/lib/snaptrade/models/model_portfolio_details.rb +6 -6
  76. data/lib/snaptrade/models/model_portfolio_security.rb +6 -6
  77. data/lib/snaptrade/models/model_type.rb +6 -6
  78. data/lib/snaptrade/models/monthly_dividends.rb +6 -6
  79. data/lib/snaptrade/models/net_contributions.rb +6 -6
  80. data/lib/snaptrade/models/net_dividend.rb +6 -6
  81. data/lib/snaptrade/models/option_chain_inner.rb +6 -6
  82. data/lib/snaptrade/models/option_chain_inner_chain_per_root_inner.rb +6 -6
  83. data/lib/snaptrade/models/option_chain_inner_chain_per_root_inner_chain_per_strike_price_inner.rb +6 -6
  84. data/lib/snaptrade/models/option_leg.rb +6 -6
  85. data/lib/snaptrade/models/option_leg_action.rb +6 -6
  86. data/lib/snaptrade/models/option_strategy.rb +6 -6
  87. data/lib/snaptrade/models/option_strategy_legs_inner.rb +6 -6
  88. data/lib/snaptrade/models/options_get_option_strategy_request.rb +6 -6
  89. data/lib/snaptrade/models/options_holdings.rb +6 -6
  90. data/lib/snaptrade/models/options_place_option_strategy_request.rb +6 -6
  91. data/lib/snaptrade/models/options_position.rb +6 -6
  92. data/lib/snaptrade/models/options_symbol.rb +6 -6
  93. data/lib/snaptrade/models/order_strategy_execute_body_order_type.rb +6 -6
  94. data/lib/snaptrade/models/order_strategy_execute_body_time_in_force.rb +6 -6
  95. data/lib/snaptrade/models/order_type.rb +6 -6
  96. data/lib/snaptrade/models/partner_data.rb +6 -6
  97. data/lib/snaptrade/models/past_value.rb +6 -6
  98. data/lib/snaptrade/models/performance_custom.rb +6 -6
  99. data/lib/snaptrade/models/portfolio_group.rb +6 -6
  100. data/lib/snaptrade/models/portfolio_group_info.rb +6 -6
  101. data/lib/snaptrade/models/portfolio_group_position.rb +6 -6
  102. data/lib/snaptrade/models/portfolio_group_settings.rb +6 -6
  103. data/lib/snaptrade/models/position.rb +6 -6
  104. data/lib/snaptrade/models/position_symbol.rb +6 -6
  105. data/lib/snaptrade/models/redirect_tokenand_pin.rb +6 -6
  106. data/lib/snaptrade/models/security_type.rb +6 -6
  107. data/lib/snaptrade/models/session_event.rb +6 -6
  108. data/lib/snaptrade/models/session_event_type.rb +6 -6
  109. data/lib/snaptrade/models/snap_trade_api_disclaimer_accept_status.rb +6 -6
  110. data/lib/snaptrade/models/snap_trade_holdings_account.rb +6 -6
  111. data/lib/snaptrade/models/snap_trade_holdings_account_account_id.rb +6 -6
  112. data/lib/snaptrade/models/snap_trade_holdings_total_value.rb +6 -6
  113. data/lib/snaptrade/models/snap_trade_login_user_request_body.rb +6 -6
  114. data/lib/snaptrade/models/snap_trade_register_user_request_body.rb +6 -6
  115. data/lib/snaptrade/models/state.rb +6 -6
  116. data/lib/snaptrade/models/status.rb +6 -6
  117. data/lib/snaptrade/models/strategy_impact.rb +6 -6
  118. data/lib/snaptrade/models/strategy_impact_legs_inner.rb +6 -6
  119. data/lib/snaptrade/models/strategy_order_place.rb +6 -6
  120. data/lib/snaptrade/models/strategy_order_place_orders_inner.rb +6 -6
  121. data/lib/snaptrade/models/strategy_order_place_orders_inner_legs_inner.rb +6 -6
  122. data/lib/snaptrade/models/strategy_order_record.rb +6 -6
  123. data/lib/snaptrade/models/strategy_order_record_order_type.rb +6 -6
  124. data/lib/snaptrade/models/strategy_order_record_status.rb +6 -6
  125. data/lib/snaptrade/models/strategy_order_record_time_in_force.rb +6 -6
  126. data/lib/snaptrade/models/strategy_quotes.rb +6 -6
  127. data/lib/snaptrade/models/strategy_quotes_greek.rb +6 -6
  128. data/lib/snaptrade/models/strategy_type.rb +6 -6
  129. data/lib/snaptrade/models/sub_period_return_rate.rb +6 -6
  130. data/lib/snaptrade/models/symbol.rb +6 -6
  131. data/lib/snaptrade/models/symbol_query.rb +6 -6
  132. data/lib/snaptrade/models/symbols_quotes_inner.rb +6 -6
  133. data/lib/snaptrade/models/target_asset.rb +6 -6
  134. data/lib/snaptrade/models/time_in_force.rb +6 -6
  135. data/lib/snaptrade/models/trade.rb +6 -6
  136. data/lib/snaptrade/models/trade_action.rb +6 -6
  137. data/lib/snaptrade/models/trade_execution_status.rb +6 -6
  138. data/lib/snaptrade/models/trade_execution_status_action.rb +6 -6
  139. data/lib/snaptrade/models/trade_impact.rb +6 -6
  140. data/lib/snaptrade/models/trading_cancel_user_account_order_request.rb +6 -6
  141. data/lib/snaptrade/models/trading_place_oco_order_request.rb +6 -6
  142. data/lib/snaptrade/models/transactions_status.rb +6 -6
  143. data/lib/snaptrade/models/type.rb +6 -6
  144. data/lib/snaptrade/models/underlying_symbol.rb +6 -6
  145. data/lib/snaptrade/models/universal_activity.rb +6 -6
  146. data/lib/snaptrade/models/universal_symbol.rb +6 -6
  147. data/lib/snaptrade/models/universal_symbol_ticker.rb +6 -6
  148. data/lib/snaptrade/models/us_exchange.rb +6 -6
  149. data/lib/snaptrade/models/user_error_log.rb +6 -6
  150. data/lib/snaptrade/models/user_i_dand_secret.rb +6 -6
  151. data/lib/snaptrade/models/user_settings.rb +6 -6
  152. data/lib/snaptrade/version.rb +13 -13
  153. data/lib/snaptrade.rb +211 -214
  154. data/snaptrade.gemspec +41 -41
  155. data/spec/api/account_information_api_spec.rb +135 -135
  156. data/spec/api/api_status_api_spec.rb +42 -42
  157. data/spec/api/authentication_api_spec.rb +88 -88
  158. data/spec/api/connections_api_spec.rb +82 -82
  159. data/spec/api/error_logs_api_spec.rb +43 -43
  160. data/spec/api/options_api_spec.rb +101 -101
  161. data/spec/api/reference_data_api_spec.rb +150 -150
  162. data/spec/api/trading_api_spec.rb +112 -163
  163. data/spec/api/transactions_and_reporting_api_spec.rb +67 -67
  164. data/spec/api_client_spec.rb +193 -193
  165. data/spec/configuration_spec.rb +6 -6
  166. data/spec/getting_started_spec.rb +108 -144
  167. data/spec/models/account_holdings_account_spec.rb +54 -54
  168. data/spec/models/account_holdings_spec.rb +48 -48
  169. data/spec/models/account_order_record_spec.rb +132 -132
  170. data/spec/models/account_order_record_status_spec.rb +24 -24
  171. data/spec/models/account_simple_spec.rb +48 -48
  172. data/spec/models/account_spec.rb +84 -84
  173. data/spec/models/account_sync_status_spec.rb +30 -30
  174. data/spec/models/action_spec.rb +24 -24
  175. data/spec/models/auth_type_spec.rb +24 -24
  176. data/spec/models/authentication_login_snap_trade_user200_response_spec.rb +27 -27
  177. data/spec/models/balance_spec.rb +36 -36
  178. data/spec/models/brokerage_authorization_spec.rb +78 -78
  179. data/spec/models/brokerage_authorization_type_read_only_brokerage_spec.rb +42 -42
  180. data/spec/models/brokerage_authorization_type_read_only_spec.rb +48 -48
  181. data/spec/models/brokerage_authorization_type_read_only_type_spec.rb +24 -24
  182. data/spec/models/brokerage_authorization_type_spec.rb +30 -30
  183. data/spec/models/brokerage_authorization_type_type_spec.rb +24 -24
  184. data/spec/models/brokerage_spec.rb +132 -132
  185. data/spec/models/brokerage_symbol_spec.rb +54 -54
  186. data/spec/models/brokerage_type_spec.rb +36 -36
  187. data/spec/models/calculated_trade_spec.rb +36 -36
  188. data/spec/models/cash_restriction_spec.rb +54 -54
  189. data/spec/models/connection_type_spec.rb +24 -24
  190. data/spec/models/connections_session_events200_response_inner_spec.rb +66 -66
  191. data/spec/models/currency_spec.rb +42 -42
  192. data/spec/models/delete_user_response_spec.rb +36 -36
  193. data/spec/models/dividend_at_date_spec.rb +42 -42
  194. data/spec/models/encrypted_response_encrypted_message_data_spec.rb +42 -42
  195. data/spec/models/encrypted_response_spec.rb +36 -36
  196. data/spec/models/exchange_rate_pairs_spec.rb +42 -42
  197. data/spec/models/exchange_spec.rb +72 -72
  198. data/spec/models/excluded_asset_spec.rb +30 -30
  199. data/spec/models/jwt_spec.rb +30 -30
  200. data/spec/models/login_redirect_uri_spec.rb +36 -36
  201. data/spec/models/manual_trade_and_impact_spec.rb +42 -42
  202. data/spec/models/manual_trade_balance_spec.rb +42 -42
  203. data/spec/models/manual_trade_form_spec.rb +72 -72
  204. data/spec/models/manual_trade_spec.rb +72 -72
  205. data/spec/models/manual_trade_symbol_spec.rb +60 -60
  206. data/spec/models/model400_failed_request_response_spec.rb +36 -36
  207. data/spec/models/model401_failed_request_response_spec.rb +36 -36
  208. data/spec/models/model403_failed_request_response_spec.rb +36 -36
  209. data/spec/models/model404_failed_request_response_spec.rb +36 -36
  210. data/spec/models/model_asset_class_details_spec.rb +36 -36
  211. data/spec/models/model_asset_class_spec.rb +36 -36
  212. data/spec/models/model_asset_class_target_spec.rb +30 -30
  213. data/spec/models/model_portfolio_asset_class_spec.rb +36 -36
  214. data/spec/models/model_portfolio_details_spec.rb +42 -42
  215. data/spec/models/model_portfolio_security_spec.rb +36 -36
  216. data/spec/models/model_portfolio_spec.rb +42 -42
  217. data/spec/models/model_type_spec.rb +24 -24
  218. data/spec/models/monthly_dividends_spec.rb +36 -36
  219. data/spec/models/net_contributions_spec.rb +42 -42
  220. data/spec/models/net_dividend_spec.rb +42 -42
  221. data/spec/models/option_chain_inner_chain_per_root_inner_chain_per_strike_price_inner_spec.rb +42 -42
  222. data/spec/models/option_chain_inner_chain_per_root_inner_spec.rb +42 -42
  223. data/spec/models/option_chain_inner_spec.rb +54 -54
  224. data/spec/models/option_leg_action_spec.rb +24 -24
  225. data/spec/models/option_leg_spec.rb +42 -42
  226. data/spec/models/option_strategy_legs_inner_spec.rb +48 -48
  227. data/spec/models/option_strategy_spec.rb +54 -54
  228. data/spec/models/options_get_option_strategy_request_spec.rb +42 -42
  229. data/spec/models/options_holdings_spec.rb +60 -60
  230. data/spec/models/options_place_option_strategy_request_spec.rb +42 -42
  231. data/spec/models/options_position_spec.rb +66 -66
  232. data/spec/models/options_symbol_spec.rb +90 -90
  233. data/spec/models/order_strategy_execute_body_order_type_spec.rb +24 -24
  234. data/spec/models/order_strategy_execute_body_time_in_force_spec.rb +24 -24
  235. data/spec/models/order_type_spec.rb +24 -24
  236. data/spec/models/partner_data_spec.rb +96 -96
  237. data/spec/models/past_value_spec.rb +42 -42
  238. data/spec/models/performance_custom_spec.rb +138 -138
  239. data/spec/models/portfolio_group_info_spec.rb +90 -90
  240. data/spec/models/portfolio_group_position_spec.rb +42 -42
  241. data/spec/models/portfolio_group_settings_spec.rb +54 -54
  242. data/spec/models/portfolio_group_spec.rb +36 -36
  243. data/spec/models/position_spec.rb +60 -60
  244. data/spec/models/position_symbol_spec.rb +60 -60
  245. data/spec/models/redirect_tokenand_pin_spec.rb +36 -36
  246. data/spec/models/security_type_spec.rb +48 -48
  247. data/spec/models/session_event_spec.rb +66 -66
  248. data/spec/models/session_event_type_spec.rb +24 -24
  249. data/spec/models/snap_trade_api_disclaimer_accept_status_spec.rb +36 -36
  250. data/spec/models/snap_trade_holdings_account_account_id_spec.rb +78 -78
  251. data/spec/models/snap_trade_holdings_account_spec.rb +72 -72
  252. data/spec/models/snap_trade_holdings_total_value_spec.rb +36 -36
  253. data/spec/models/snap_trade_login_user_request_body_spec.rb +54 -54
  254. data/spec/models/snap_trade_register_user_request_body_spec.rb +36 -36
  255. data/spec/models/state_spec.rb +24 -24
  256. data/spec/models/status_spec.rb +42 -42
  257. data/spec/models/strategy_impact_legs_inner_spec.rb +66 -66
  258. data/spec/models/strategy_impact_spec.rb +90 -90
  259. data/spec/models/strategy_order_place_orders_inner_legs_inner_spec.rb +66 -66
  260. data/spec/models/strategy_order_place_orders_inner_spec.rb +282 -282
  261. data/spec/models/strategy_order_place_spec.rb +36 -36
  262. data/spec/models/strategy_order_record_order_type_spec.rb +24 -24
  263. data/spec/models/strategy_order_record_spec.rb +90 -90
  264. data/spec/models/strategy_order_record_status_spec.rb +24 -24
  265. data/spec/models/strategy_order_record_time_in_force_spec.rb +24 -24
  266. data/spec/models/strategy_quotes_greek_spec.rb +54 -54
  267. data/spec/models/strategy_quotes_spec.rb +60 -60
  268. data/spec/models/strategy_type_spec.rb +24 -24
  269. data/spec/models/sub_period_return_rate_spec.rb +42 -42
  270. data/spec/models/symbol_query_spec.rb +30 -30
  271. data/spec/models/symbol_spec.rb +66 -66
  272. data/spec/models/symbols_quotes_inner_spec.rb +60 -60
  273. data/spec/models/target_asset_spec.rb +60 -60
  274. data/spec/models/time_in_force_spec.rb +24 -24
  275. data/spec/models/trade_action_spec.rb +24 -24
  276. data/spec/models/trade_execution_status_action_spec.rb +24 -24
  277. data/spec/models/trade_execution_status_spec.rb +78 -78
  278. data/spec/models/trade_impact_spec.rb +54 -54
  279. data/spec/models/trade_spec.rb +72 -72
  280. data/spec/models/trading_cancel_user_account_order_request_spec.rb +30 -30
  281. data/spec/models/trading_place_oco_order_request_spec.rb +36 -36
  282. data/spec/models/transactions_status_spec.rb +36 -36
  283. data/spec/models/type_spec.rb +24 -24
  284. data/spec/models/underlying_symbol_spec.rb +66 -66
  285. data/spec/models/universal_activity_spec.rb +120 -120
  286. data/spec/models/universal_symbol_spec.rb +72 -72
  287. data/spec/models/universal_symbol_ticker_spec.rb +72 -72
  288. data/spec/models/us_exchange_spec.rb +78 -78
  289. data/spec/models/user_error_log_spec.rb +60 -60
  290. data/spec/models/user_i_dand_secret_spec.rb +36 -36
  291. data/spec/models/user_settings_spec.rb +84 -84
  292. data/spec/spec_helper.rb +6 -6
  293. metadata +113 -117
  294. data/docs/PortfolioManagementApi.md +0 -2064
  295. data/lib/snaptrade/api/portfolio_management_api.rb +0 -2867
  296. data/spec/api/portfolio_management_api_spec.rb +0 -403
@@ -1,2867 +0,0 @@
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- =begin
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- #SnapTrade
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-
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- #Connect brokerage accounts to your app for live positions and trading
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-
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- The version of the OpenAPI document: 1.0.0
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- Contact: api@snaptrade.com
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-
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- =end
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-
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- require 'cgi'
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-
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- module SnapTrade
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- class PortfolioManagementApi
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- attr_accessor :api_client
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-
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- def initialize(api_client = ApiClient.default)
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- @api_client = api_client
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- end
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-
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- # Adds an asset to exclude to a portfolio group
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- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to exclude an asset.
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- # @param id [String]
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- # @param symbol [String]
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- # @param raw_symbol [String]
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- # @param description [String]
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- # @param currency [Currency]
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- # @param exchange [Exchange]
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- # @param type [SecurityType]
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- # @param currencies [Array<Currency>]
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- # @param body [UniversalSymbol]
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- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
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- def add_portfolio_excluded_asset(portfolio_group_id:, id: SENTINEL, symbol: SENTINEL, raw_symbol: SENTINEL, description: SENTINEL, currency: SENTINEL, exchange: SENTINEL, type: SENTINEL, currencies: SENTINEL, extra: {})
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- _body = {}
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- _body[:id] = id if id != SENTINEL
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- _body[:symbol] = symbol if symbol != SENTINEL
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- _body[:raw_symbol] = raw_symbol if raw_symbol != SENTINEL
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- _body[:description] = description if description != SENTINEL
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- _body[:currency] = currency if currency != SENTINEL
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- _body[:exchange] = exchange if exchange != SENTINEL
41
- _body[:type] = type if type != SENTINEL
42
- _body[:currencies] = currencies if currencies != SENTINEL
43
- extra[:universal_symbol] = _body if !_body.empty?
44
-
45
- data, _status_code, _headers = add_portfolio_excluded_asset_with_http_info_impl(portfolio_group_id, extra)
46
- data
47
- end
48
-
49
- # Adds an asset to exclude to a portfolio group
50
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to exclude an asset.
51
- # @param id [String]
52
- # @param symbol [String]
53
- # @param raw_symbol [String]
54
- # @param description [String]
55
- # @param currency [Currency]
56
- # @param exchange [Exchange]
57
- # @param type [SecurityType]
58
- # @param currencies [Array<Currency>]
59
- # @param body [UniversalSymbol]
60
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
61
- def add_portfolio_excluded_asset_with_http_info(portfolio_group_id:, id: SENTINEL, symbol: SENTINEL, raw_symbol: SENTINEL, description: SENTINEL, currency: SENTINEL, exchange: SENTINEL, type: SENTINEL, currencies: SENTINEL, extra: {})
62
- _body = {}
63
- _body[:id] = id if id != SENTINEL
64
- _body[:symbol] = symbol if symbol != SENTINEL
65
- _body[:raw_symbol] = raw_symbol if raw_symbol != SENTINEL
66
- _body[:description] = description if description != SENTINEL
67
- _body[:currency] = currency if currency != SENTINEL
68
- _body[:exchange] = exchange if exchange != SENTINEL
69
- _body[:type] = type if type != SENTINEL
70
- _body[:currencies] = currencies if currencies != SENTINEL
71
- extra[:universal_symbol] = _body if !_body.empty?
72
-
73
- add_portfolio_excluded_asset_with_http_info_impl(portfolio_group_id, extra)
74
- end
75
-
76
- # Adds an asset to exclude to a portfolio group
77
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to exclude an asset.
78
- # @param [Hash] opts the optional parameters
79
- # @option opts [UniversalSymbol] :universal_symbol
80
- # @return [ExcludedAsset]
81
- def add_portfolio_excluded_asset_impl(portfolio_group_id, opts = {})
82
- data, _status_code, _headers = add_portfolio_excluded_asset_with_http_info(portfolio_group_id, opts)
83
- data
84
- end
85
-
86
- # Adds an asset to exclude to a portfolio group
87
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to exclude an asset.
88
- # @param [Hash] opts the optional parameters
89
- # @option opts [UniversalSymbol] :universal_symbol
90
- # @return [Array<(ExcludedAsset, Integer, Hash)>] ExcludedAsset data, response status code and response headers
91
- def add_portfolio_excluded_asset_with_http_info_impl(portfolio_group_id, opts = {})
92
- if @api_client.config.debugging
93
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.add_portfolio_excluded_asset ...'
94
- end
95
- # verify the required parameter 'portfolio_group_id' is set
96
- if @api_client.config.client_side_validation && portfolio_group_id.nil?
97
- fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling PortfolioManagementApi.add_portfolio_excluded_asset"
98
- end
99
- # resource path
100
- local_var_path = '/portfolioGroups/{portfolioGroupId}/excludedassets'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s))
101
-
102
- # query parameters
103
- query_params = opts[:query_params] || {}
104
-
105
- # header parameters
106
- header_params = opts[:header_params] || {}
107
- # HTTP header 'Accept' (if needed)
108
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
109
- # HTTP header 'Content-Type'
110
- content_type = @api_client.select_header_content_type(['application/json'])
111
- if !content_type.nil?
112
- header_params['Content-Type'] = content_type
113
- end
114
-
115
- # form parameters
116
- form_params = opts[:form_params] || {}
117
-
118
- # http body (model)
119
- post_body = opts[:debug_body] || @api_client.object_to_http_body(opts[:'universal_symbol'])
120
-
121
- # return_type
122
- return_type = opts[:debug_return_type] || 'ExcludedAsset'
123
-
124
- # auth_names
125
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
126
-
127
- new_options = opts.merge(
128
- :operation => :"PortfolioManagementApi.add_portfolio_excluded_asset",
129
- :header_params => header_params,
130
- :query_params => query_params,
131
- :form_params => form_params,
132
- :body => post_body,
133
- :auth_names => auth_names,
134
- :return_type => return_type
135
- )
136
-
137
- data, status_code, headers, response = @api_client.call_api(:POST, local_var_path, new_options)
138
- if @api_client.config.debugging
139
- @api_client.config.logger.debug "API called: PortfolioManagementApi#add_portfolio_excluded_asset\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
140
- end
141
- return data, status_code, headers, response
142
- end
143
-
144
-
145
- # Create new portfolio group
146
- # @param user_id [String]
147
- # @param user_secret [String]
148
- # @param id [String]
149
- # @param name [String]
150
- # @param body [Hash<String, Object>]
151
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
152
- def create(user_id:, user_secret:, id: SENTINEL, name: SENTINEL, extra: {})
153
- _body = {}
154
- _body[:id] = id if id != SENTINEL
155
- _body[:name] = name if name != SENTINEL
156
- request_body = _body
157
-
158
- data, _status_code, _headers = create_with_http_info_impl(user_id, user_secret, request_body, extra)
159
- data
160
- end
161
-
162
- # Create new portfolio group
163
- # @param user_id [String]
164
- # @param user_secret [String]
165
- # @param id [String]
166
- # @param name [String]
167
- # @param body [Hash<String, Object>]
168
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
169
- def create_with_http_info(user_id:, user_secret:, id: SENTINEL, name: SENTINEL, extra: {})
170
- _body = {}
171
- _body[:id] = id if id != SENTINEL
172
- _body[:name] = name if name != SENTINEL
173
- request_body = _body
174
-
175
- create_with_http_info_impl(user_id, user_secret, request_body, extra)
176
- end
177
-
178
- # Create new portfolio group
179
- # @param user_id [String]
180
- # @param user_secret [String]
181
- # @param request_body [Hash<String, Object>]
182
- # @param [Hash] opts the optional parameters
183
- # @return [Array<PortfolioGroup>]
184
- def create_impl(user_id, user_secret, request_body, opts = {})
185
- data, _status_code, _headers = create_with_http_info(user_id, user_secret, request_body, opts)
186
- data
187
- end
188
-
189
- # Create new portfolio group
190
- # @param user_id [String]
191
- # @param user_secret [String]
192
- # @param request_body [Hash<String, Object>]
193
- # @param [Hash] opts the optional parameters
194
- # @return [Array<(Array<PortfolioGroup>, Integer, Hash)>] Array<PortfolioGroup> data, response status code and response headers
195
- def create_with_http_info_impl(user_id, user_secret, request_body, opts = {})
196
- if @api_client.config.debugging
197
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.create ...'
198
- end
199
- # verify the required parameter 'user_id' is set
200
- if @api_client.config.client_side_validation && user_id.nil?
201
- fail ArgumentError, "Missing the required parameter 'user_id' when calling PortfolioManagementApi.create"
202
- end
203
- # verify the required parameter 'user_secret' is set
204
- if @api_client.config.client_side_validation && user_secret.nil?
205
- fail ArgumentError, "Missing the required parameter 'user_secret' when calling PortfolioManagementApi.create"
206
- end
207
- # verify the required parameter 'request_body' is set
208
- if @api_client.config.client_side_validation && request_body.nil?
209
- fail ArgumentError, "Missing the required parameter 'request_body' when calling PortfolioManagementApi.create"
210
- end
211
- # resource path
212
- local_var_path = '/portfolioGroups'
213
-
214
- # query parameters
215
- query_params = opts[:query_params] || {}
216
- query_params[:'userId'] = user_id
217
- query_params[:'userSecret'] = user_secret
218
-
219
- # header parameters
220
- header_params = opts[:header_params] || {}
221
- # HTTP header 'Accept' (if needed)
222
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
223
- # HTTP header 'Content-Type'
224
- content_type = @api_client.select_header_content_type(['application/json'])
225
- if !content_type.nil?
226
- header_params['Content-Type'] = content_type
227
- end
228
-
229
- # form parameters
230
- form_params = opts[:form_params] || {}
231
-
232
- # http body (model)
233
- post_body = opts[:debug_body] || @api_client.object_to_http_body(request_body)
234
-
235
- # return_type
236
- return_type = opts[:debug_return_type] || 'Array<PortfolioGroup>'
237
-
238
- # auth_names
239
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
240
-
241
- new_options = opts.merge(
242
- :operation => :"PortfolioManagementApi.create",
243
- :header_params => header_params,
244
- :query_params => query_params,
245
- :form_params => form_params,
246
- :body => post_body,
247
- :auth_names => auth_names,
248
- :return_type => return_type
249
- )
250
-
251
- data, status_code, headers, response = @api_client.call_api(:POST, local_var_path, new_options)
252
- if @api_client.config.debugging
253
- @api_client.config.logger.debug "API called: PortfolioManagementApi#create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
254
- end
255
- return data, status_code, headers, response
256
- end
257
-
258
-
259
- # Create a new model asset class
260
- # @param user_id [String]
261
- # @param user_secret [String]
262
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
263
- def create_asset_class(user_id:, user_secret:, extra: {})
264
-
265
- data, _status_code, _headers = create_asset_class_with_http_info_impl(user_id, user_secret, extra)
266
- data
267
- end
268
-
269
- # Create a new model asset class
270
- # @param user_id [String]
271
- # @param user_secret [String]
272
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
273
- def create_asset_class_with_http_info(user_id:, user_secret:, extra: {})
274
-
275
- create_asset_class_with_http_info_impl(user_id, user_secret, extra)
276
- end
277
-
278
- # Create a new model asset class
279
- # @param user_id [String]
280
- # @param user_secret [String]
281
- # @param [Hash] opts the optional parameters
282
- # @return [ModelAssetClassDetails]
283
- def create_asset_class_impl(user_id, user_secret, opts = {})
284
- data, _status_code, _headers = create_asset_class_with_http_info(user_id, user_secret, opts)
285
- data
286
- end
287
-
288
- # Create a new model asset class
289
- # @param user_id [String]
290
- # @param user_secret [String]
291
- # @param [Hash] opts the optional parameters
292
- # @return [Array<(ModelAssetClassDetails, Integer, Hash)>] ModelAssetClassDetails data, response status code and response headers
293
- def create_asset_class_with_http_info_impl(user_id, user_secret, opts = {})
294
- if @api_client.config.debugging
295
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.create_asset_class ...'
296
- end
297
- # verify the required parameter 'user_id' is set
298
- if @api_client.config.client_side_validation && user_id.nil?
299
- fail ArgumentError, "Missing the required parameter 'user_id' when calling PortfolioManagementApi.create_asset_class"
300
- end
301
- # verify the required parameter 'user_secret' is set
302
- if @api_client.config.client_side_validation && user_secret.nil?
303
- fail ArgumentError, "Missing the required parameter 'user_secret' when calling PortfolioManagementApi.create_asset_class"
304
- end
305
- # resource path
306
- local_var_path = '/modelAssetClass'
307
-
308
- # query parameters
309
- query_params = opts[:query_params] || {}
310
- query_params[:'userId'] = user_id
311
- query_params[:'userSecret'] = user_secret
312
-
313
- # header parameters
314
- header_params = opts[:header_params] || {}
315
- # HTTP header 'Accept' (if needed)
316
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
317
-
318
- # form parameters
319
- form_params = opts[:form_params] || {}
320
-
321
- # http body (model)
322
- post_body = opts[:debug_body]
323
-
324
- # return_type
325
- return_type = opts[:debug_return_type] || 'ModelAssetClassDetails'
326
-
327
- # auth_names
328
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
329
-
330
- new_options = opts.merge(
331
- :operation => :"PortfolioManagementApi.create_asset_class",
332
- :header_params => header_params,
333
- :query_params => query_params,
334
- :form_params => form_params,
335
- :body => post_body,
336
- :auth_names => auth_names,
337
- :return_type => return_type
338
- )
339
-
340
- data, status_code, headers, response = @api_client.call_api(:POST, local_var_path, new_options)
341
- if @api_client.config.debugging
342
- @api_client.config.logger.debug "API called: PortfolioManagementApi#create_asset_class\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
343
- end
344
- return data, status_code, headers, response
345
- end
346
-
347
-
348
- # Creates a new model portfolio
349
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
350
- def create_model_portfolio(extra: {})
351
-
352
- data, _status_code, _headers = create_model_portfolio_with_http_info_impl(extra)
353
- data
354
- end
355
-
356
- # Creates a new model portfolio
357
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
358
- def create_model_portfolio_with_http_info(extra: {})
359
-
360
- create_model_portfolio_with_http_info_impl(extra)
361
- end
362
-
363
- # Creates a new model portfolio
364
- # @param [Hash] opts the optional parameters
365
- # @return [ModelPortfolioDetails]
366
- def create_model_portfolio_impl(opts = {})
367
- data, _status_code, _headers = create_model_portfolio_with_http_info(opts)
368
- data
369
- end
370
-
371
- # Creates a new model portfolio
372
- # @param [Hash] opts the optional parameters
373
- # @return [Array<(ModelPortfolioDetails, Integer, Hash)>] ModelPortfolioDetails data, response status code and response headers
374
- def create_model_portfolio_with_http_info_impl(opts = {})
375
- if @api_client.config.debugging
376
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.create_model_portfolio ...'
377
- end
378
- # resource path
379
- local_var_path = '/modelPortfolio'
380
-
381
- # query parameters
382
- query_params = opts[:query_params] || {}
383
-
384
- # header parameters
385
- header_params = opts[:header_params] || {}
386
- # HTTP header 'Accept' (if needed)
387
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
388
-
389
- # form parameters
390
- form_params = opts[:form_params] || {}
391
-
392
- # http body (model)
393
- post_body = opts[:debug_body]
394
-
395
- # return_type
396
- return_type = opts[:debug_return_type] || 'ModelPortfolioDetails'
397
-
398
- # auth_names
399
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
400
-
401
- new_options = opts.merge(
402
- :operation => :"PortfolioManagementApi.create_model_portfolio",
403
- :header_params => header_params,
404
- :query_params => query_params,
405
- :form_params => form_params,
406
- :body => post_body,
407
- :auth_names => auth_names,
408
- :return_type => return_type
409
- )
410
-
411
- data, status_code, headers, response = @api_client.call_api(:POST, local_var_path, new_options)
412
- if @api_client.config.debugging
413
- @api_client.config.logger.debug "API called: PortfolioManagementApi#create_model_portfolio\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
414
- end
415
- return data, status_code, headers, response
416
- end
417
-
418
-
419
- # Deletes a model asset class
420
- # @param model_asset_class_id [String] The ID of the model asset class to delete.
421
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
422
- def delete_asset_class(model_asset_class_id:, extra: {})
423
-
424
- delete_asset_class_with_http_info_impl(model_asset_class_id, extra)
425
- nil
426
- end
427
-
428
- # Deletes a model asset class
429
- # @param model_asset_class_id [String] The ID of the model asset class to delete.
430
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
431
- def delete_asset_class_with_http_info(model_asset_class_id:, extra: {})
432
-
433
- delete_asset_class_with_http_info_impl(model_asset_class_id, extra)
434
- end
435
-
436
- # Deletes a model asset class
437
- # @param model_asset_class_id [String] The ID of the model asset class to delete.
438
- # @param [Hash] opts the optional parameters
439
- # @return [nil]
440
- def delete_asset_class_impl(model_asset_class_id, opts = {})
441
- delete_asset_class_with_http_info(model_asset_class_id, opts)
442
- nil
443
- end
444
-
445
- # Deletes a model asset class
446
- # @param model_asset_class_id [String] The ID of the model asset class to delete.
447
- # @param [Hash] opts the optional parameters
448
- # @return [Array<(nil, Integer, Hash)>] nil, response status code and response headers
449
- def delete_asset_class_with_http_info_impl(model_asset_class_id, opts = {})
450
- if @api_client.config.debugging
451
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.delete_asset_class ...'
452
- end
453
- # verify the required parameter 'model_asset_class_id' is set
454
- if @api_client.config.client_side_validation && model_asset_class_id.nil?
455
- fail ArgumentError, "Missing the required parameter 'model_asset_class_id' when calling PortfolioManagementApi.delete_asset_class"
456
- end
457
- # resource path
458
- local_var_path = '/modelAssetClass/{modelAssetClassId}'.sub('{' + 'modelAssetClassId' + '}', CGI.escape(model_asset_class_id.to_s))
459
-
460
- # query parameters
461
- query_params = opts[:query_params] || {}
462
-
463
- # header parameters
464
- header_params = opts[:header_params] || {}
465
-
466
- # form parameters
467
- form_params = opts[:form_params] || {}
468
-
469
- # http body (model)
470
- post_body = opts[:debug_body]
471
-
472
- # return_type
473
- return_type = opts[:debug_return_type]
474
-
475
- # auth_names
476
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
477
-
478
- new_options = opts.merge(
479
- :operation => :"PortfolioManagementApi.delete_asset_class",
480
- :header_params => header_params,
481
- :query_params => query_params,
482
- :form_params => form_params,
483
- :body => post_body,
484
- :auth_names => auth_names,
485
- :return_type => return_type
486
- )
487
-
488
- data, status_code, headers, response = @api_client.call_api(:DELETE, local_var_path, new_options)
489
- if @api_client.config.debugging
490
- @api_client.config.logger.debug "API called: PortfolioManagementApi#delete_asset_class\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
491
- end
492
- return data, status_code, headers, response
493
- end
494
-
495
-
496
- # Unexclude an asset from a portfolio group
497
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to unexclude an asset.
498
- # @param symbol_id [String] The ID of the excluded asset Symbol to delete.
499
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
500
- def delete_excluded_asset(portfolio_group_id:, symbol_id:, extra: {})
501
-
502
- delete_excluded_asset_with_http_info_impl(portfolio_group_id, symbol_id, extra)
503
- nil
504
- end
505
-
506
- # Unexclude an asset from a portfolio group
507
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to unexclude an asset.
508
- # @param symbol_id [String] The ID of the excluded asset Symbol to delete.
509
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
510
- def delete_excluded_asset_with_http_info(portfolio_group_id:, symbol_id:, extra: {})
511
-
512
- delete_excluded_asset_with_http_info_impl(portfolio_group_id, symbol_id, extra)
513
- end
514
-
515
- # Unexclude an asset from a portfolio group
516
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to unexclude an asset.
517
- # @param symbol_id [String] The ID of the excluded asset Symbol to delete.
518
- # @param [Hash] opts the optional parameters
519
- # @return [nil]
520
- def delete_excluded_asset_impl(portfolio_group_id, symbol_id, opts = {})
521
- delete_excluded_asset_with_http_info(portfolio_group_id, symbol_id, opts)
522
- nil
523
- end
524
-
525
- # Unexclude an asset from a portfolio group
526
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to unexclude an asset.
527
- # @param symbol_id [String] The ID of the excluded asset Symbol to delete.
528
- # @param [Hash] opts the optional parameters
529
- # @return [Array<(nil, Integer, Hash)>] nil, response status code and response headers
530
- def delete_excluded_asset_with_http_info_impl(portfolio_group_id, symbol_id, opts = {})
531
- if @api_client.config.debugging
532
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.delete_excluded_asset ...'
533
- end
534
- # verify the required parameter 'portfolio_group_id' is set
535
- if @api_client.config.client_side_validation && portfolio_group_id.nil?
536
- fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling PortfolioManagementApi.delete_excluded_asset"
537
- end
538
- # verify the required parameter 'symbol_id' is set
539
- if @api_client.config.client_side_validation && symbol_id.nil?
540
- fail ArgumentError, "Missing the required parameter 'symbol_id' when calling PortfolioManagementApi.delete_excluded_asset"
541
- end
542
- # resource path
543
- local_var_path = '/portfolioGroups/{portfolioGroupId}/excludedassets/{symbolId}'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s)).sub('{' + 'symbolId' + '}', CGI.escape(symbol_id.to_s))
544
-
545
- # query parameters
546
- query_params = opts[:query_params] || {}
547
-
548
- # header parameters
549
- header_params = opts[:header_params] || {}
550
-
551
- # form parameters
552
- form_params = opts[:form_params] || {}
553
-
554
- # http body (model)
555
- post_body = opts[:debug_body]
556
-
557
- # return_type
558
- return_type = opts[:debug_return_type]
559
-
560
- # auth_names
561
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
562
-
563
- new_options = opts.merge(
564
- :operation => :"PortfolioManagementApi.delete_excluded_asset",
565
- :header_params => header_params,
566
- :query_params => query_params,
567
- :form_params => form_params,
568
- :body => post_body,
569
- :auth_names => auth_names,
570
- :return_type => return_type
571
- )
572
-
573
- data, status_code, headers, response = @api_client.call_api(:DELETE, local_var_path, new_options)
574
- if @api_client.config.debugging
575
- @api_client.config.logger.debug "API called: PortfolioManagementApi#delete_excluded_asset\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
576
- end
577
- return data, status_code, headers, response
578
- end
579
-
580
-
581
- # Deletes a model portfolio
582
- # @param model_portfolio_id [String] The ID of the model portfolio to delete.
583
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
584
- def delete_model_portfolio_by_id(model_portfolio_id:, extra: {})
585
-
586
- delete_model_portfolio_by_id_with_http_info_impl(model_portfolio_id, extra)
587
- nil
588
- end
589
-
590
- # Deletes a model portfolio
591
- # @param model_portfolio_id [String] The ID of the model portfolio to delete.
592
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
593
- def delete_model_portfolio_by_id_with_http_info(model_portfolio_id:, extra: {})
594
-
595
- delete_model_portfolio_by_id_with_http_info_impl(model_portfolio_id, extra)
596
- end
597
-
598
- # Deletes a model portfolio
599
- # @param model_portfolio_id [String] The ID of the model portfolio to delete.
600
- # @param [Hash] opts the optional parameters
601
- # @return [nil]
602
- def delete_model_portfolio_by_id_impl(model_portfolio_id, opts = {})
603
- delete_model_portfolio_by_id_with_http_info(model_portfolio_id, opts)
604
- nil
605
- end
606
-
607
- # Deletes a model portfolio
608
- # @param model_portfolio_id [String] The ID of the model portfolio to delete.
609
- # @param [Hash] opts the optional parameters
610
- # @return [Array<(nil, Integer, Hash)>] nil, response status code and response headers
611
- def delete_model_portfolio_by_id_with_http_info_impl(model_portfolio_id, opts = {})
612
- if @api_client.config.debugging
613
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.delete_model_portfolio_by_id ...'
614
- end
615
- # verify the required parameter 'model_portfolio_id' is set
616
- if @api_client.config.client_side_validation && model_portfolio_id.nil?
617
- fail ArgumentError, "Missing the required parameter 'model_portfolio_id' when calling PortfolioManagementApi.delete_model_portfolio_by_id"
618
- end
619
- # resource path
620
- local_var_path = '/modelPortfolio/{modelPortfolioId}'.sub('{' + 'modelPortfolioId' + '}', CGI.escape(model_portfolio_id.to_s))
621
-
622
- # query parameters
623
- query_params = opts[:query_params] || {}
624
-
625
- # header parameters
626
- header_params = opts[:header_params] || {}
627
-
628
- # form parameters
629
- form_params = opts[:form_params] || {}
630
-
631
- # http body (model)
632
- post_body = opts[:debug_body]
633
-
634
- # return_type
635
- return_type = opts[:debug_return_type]
636
-
637
- # auth_names
638
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
639
-
640
- new_options = opts.merge(
641
- :operation => :"PortfolioManagementApi.delete_model_portfolio_by_id",
642
- :header_params => header_params,
643
- :query_params => query_params,
644
- :form_params => form_params,
645
- :body => post_body,
646
- :auth_names => auth_names,
647
- :return_type => return_type
648
- )
649
-
650
- data, status_code, headers, response = @api_client.call_api(:DELETE, local_var_path, new_options)
651
- if @api_client.config.debugging
652
- @api_client.config.logger.debug "API called: PortfolioManagementApi#delete_model_portfolio_by_id\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
653
- end
654
- return data, status_code, headers, response
655
- end
656
-
657
-
658
- # Remove a target portfolio.
659
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to delete.
660
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
661
- def delete_portfoli(portfolio_group_id:, extra: {})
662
-
663
- data, _status_code, _headers = delete_portfoli_with_http_info_impl(portfolio_group_id, extra)
664
- data
665
- end
666
-
667
- # Remove a target portfolio.
668
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to delete.
669
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
670
- def delete_portfoli_with_http_info(portfolio_group_id:, extra: {})
671
-
672
- delete_portfoli_with_http_info_impl(portfolio_group_id, extra)
673
- end
674
-
675
- # Remove a target portfolio.
676
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to delete.
677
- # @param [Hash] opts the optional parameters
678
- # @return [PortfolioGroup]
679
- def delete_portfoli_impl(portfolio_group_id, opts = {})
680
- data, _status_code, _headers = delete_portfoli_with_http_info(portfolio_group_id, opts)
681
- data
682
- end
683
-
684
- # Remove a target portfolio.
685
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to delete.
686
- # @param [Hash] opts the optional parameters
687
- # @return [Array<(PortfolioGroup, Integer, Hash)>] PortfolioGroup data, response status code and response headers
688
- def delete_portfoli_with_http_info_impl(portfolio_group_id, opts = {})
689
- if @api_client.config.debugging
690
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.delete_portfoli ...'
691
- end
692
- # verify the required parameter 'portfolio_group_id' is set
693
- if @api_client.config.client_side_validation && portfolio_group_id.nil?
694
- fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling PortfolioManagementApi.delete_portfoli"
695
- end
696
- # resource path
697
- local_var_path = '/portfolioGroups/{portfolioGroupId}'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s))
698
-
699
- # query parameters
700
- query_params = opts[:query_params] || {}
701
-
702
- # header parameters
703
- header_params = opts[:header_params] || {}
704
- # HTTP header 'Accept' (if needed)
705
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
706
-
707
- # form parameters
708
- form_params = opts[:form_params] || {}
709
-
710
- # http body (model)
711
- post_body = opts[:debug_body]
712
-
713
- # return_type
714
- return_type = opts[:debug_return_type] || 'PortfolioGroup'
715
-
716
- # auth_names
717
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
718
-
719
- new_options = opts.merge(
720
- :operation => :"PortfolioManagementApi.delete_portfoli",
721
- :header_params => header_params,
722
- :query_params => query_params,
723
- :form_params => form_params,
724
- :body => post_body,
725
- :auth_names => auth_names,
726
- :return_type => return_type
727
- )
728
-
729
- data, status_code, headers, response = @api_client.call_api(:DELETE, local_var_path, new_options)
730
- if @api_client.config.debugging
731
- @api_client.config.logger.debug "API called: PortfolioManagementApi#delete_portfoli\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
732
- end
733
- return data, status_code, headers, response
734
- end
735
-
736
-
737
- # Remove a TargetAsset.
738
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to remove the target asset.
739
- # @param target_asset_id [String] The ID of the TargetAsset to delete.
740
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
741
- def delete_portfolio_target_by_id(portfolio_group_id:, target_asset_id:, extra: {})
742
-
743
- data, _status_code, _headers = delete_portfolio_target_by_id_with_http_info_impl(portfolio_group_id, target_asset_id, extra)
744
- data
745
- end
746
-
747
- # Remove a TargetAsset.
748
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to remove the target asset.
749
- # @param target_asset_id [String] The ID of the TargetAsset to delete.
750
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
751
- def delete_portfolio_target_by_id_with_http_info(portfolio_group_id:, target_asset_id:, extra: {})
752
-
753
- delete_portfolio_target_by_id_with_http_info_impl(portfolio_group_id, target_asset_id, extra)
754
- end
755
-
756
- # Remove a TargetAsset.
757
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to remove the target asset.
758
- # @param target_asset_id [String] The ID of the TargetAsset to delete.
759
- # @param [Hash] opts the optional parameters
760
- # @return [TargetAsset]
761
- def delete_portfolio_target_by_id_impl(portfolio_group_id, target_asset_id, opts = {})
762
- data, _status_code, _headers = delete_portfolio_target_by_id_with_http_info(portfolio_group_id, target_asset_id, opts)
763
- data
764
- end
765
-
766
- # Remove a TargetAsset.
767
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to remove the target asset.
768
- # @param target_asset_id [String] The ID of the TargetAsset to delete.
769
- # @param [Hash] opts the optional parameters
770
- # @return [Array<(TargetAsset, Integer, Hash)>] TargetAsset data, response status code and response headers
771
- def delete_portfolio_target_by_id_with_http_info_impl(portfolio_group_id, target_asset_id, opts = {})
772
- if @api_client.config.debugging
773
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.delete_portfolio_target_by_id ...'
774
- end
775
- # verify the required parameter 'portfolio_group_id' is set
776
- if @api_client.config.client_side_validation && portfolio_group_id.nil?
777
- fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling PortfolioManagementApi.delete_portfolio_target_by_id"
778
- end
779
- # verify the required parameter 'target_asset_id' is set
780
- if @api_client.config.client_side_validation && target_asset_id.nil?
781
- fail ArgumentError, "Missing the required parameter 'target_asset_id' when calling PortfolioManagementApi.delete_portfolio_target_by_id"
782
- end
783
- # resource path
784
- local_var_path = '/portfolioGroups/{portfolioGroupId}/targets/{targetAssetId}'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s)).sub('{' + 'targetAssetId' + '}', CGI.escape(target_asset_id.to_s))
785
-
786
- # query parameters
787
- query_params = opts[:query_params] || {}
788
-
789
- # header parameters
790
- header_params = opts[:header_params] || {}
791
- # HTTP header 'Accept' (if needed)
792
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
793
-
794
- # form parameters
795
- form_params = opts[:form_params] || {}
796
-
797
- # http body (model)
798
- post_body = opts[:debug_body]
799
-
800
- # return_type
801
- return_type = opts[:debug_return_type] || 'TargetAsset'
802
-
803
- # auth_names
804
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
805
-
806
- new_options = opts.merge(
807
- :operation => :"PortfolioManagementApi.delete_portfolio_target_by_id",
808
- :header_params => header_params,
809
- :query_params => query_params,
810
- :form_params => form_params,
811
- :body => post_body,
812
- :auth_names => auth_names,
813
- :return_type => return_type
814
- )
815
-
816
- data, status_code, headers, response = @api_client.call_api(:DELETE, local_var_path, new_options)
817
- if @api_client.config.debugging
818
- @api_client.config.logger.debug "API called: PortfolioManagementApi#delete_portfolio_target_by_id\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
819
- end
820
- return data, status_code, headers, response
821
- end
822
-
823
-
824
- # Get details of a model asset class
825
- # @param model_asset_class_id [String] The ID of the model asset class to get.
826
- # @param user_id [String]
827
- # @param user_secret [String]
828
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
829
- def detail_asset_class(model_asset_class_id:, user_id:, user_secret:, extra: {})
830
-
831
- data, _status_code, _headers = detail_asset_class_with_http_info_impl(model_asset_class_id, user_id, user_secret, extra)
832
- data
833
- end
834
-
835
- # Get details of a model asset class
836
- # @param model_asset_class_id [String] The ID of the model asset class to get.
837
- # @param user_id [String]
838
- # @param user_secret [String]
839
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
840
- def detail_asset_class_with_http_info(model_asset_class_id:, user_id:, user_secret:, extra: {})
841
-
842
- detail_asset_class_with_http_info_impl(model_asset_class_id, user_id, user_secret, extra)
843
- end
844
-
845
- # Get details of a model asset class
846
- # @param model_asset_class_id [String] The ID of the model asset class to get.
847
- # @param user_id [String]
848
- # @param user_secret [String]
849
- # @param [Hash] opts the optional parameters
850
- # @return [ModelAssetClassDetails]
851
- def detail_asset_class_impl(model_asset_class_id, user_id, user_secret, opts = {})
852
- data, _status_code, _headers = detail_asset_class_with_http_info(model_asset_class_id, user_id, user_secret, opts)
853
- data
854
- end
855
-
856
- # Get details of a model asset class
857
- # @param model_asset_class_id [String] The ID of the model asset class to get.
858
- # @param user_id [String]
859
- # @param user_secret [String]
860
- # @param [Hash] opts the optional parameters
861
- # @return [Array<(ModelAssetClassDetails, Integer, Hash)>] ModelAssetClassDetails data, response status code and response headers
862
- def detail_asset_class_with_http_info_impl(model_asset_class_id, user_id, user_secret, opts = {})
863
- if @api_client.config.debugging
864
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.detail_asset_class ...'
865
- end
866
- # verify the required parameter 'model_asset_class_id' is set
867
- if @api_client.config.client_side_validation && model_asset_class_id.nil?
868
- fail ArgumentError, "Missing the required parameter 'model_asset_class_id' when calling PortfolioManagementApi.detail_asset_class"
869
- end
870
- # verify the required parameter 'user_id' is set
871
- if @api_client.config.client_side_validation && user_id.nil?
872
- fail ArgumentError, "Missing the required parameter 'user_id' when calling PortfolioManagementApi.detail_asset_class"
873
- end
874
- # verify the required parameter 'user_secret' is set
875
- if @api_client.config.client_side_validation && user_secret.nil?
876
- fail ArgumentError, "Missing the required parameter 'user_secret' when calling PortfolioManagementApi.detail_asset_class"
877
- end
878
- # resource path
879
- local_var_path = '/modelAssetClass/{modelAssetClassId}'.sub('{' + 'modelAssetClassId' + '}', CGI.escape(model_asset_class_id.to_s))
880
-
881
- # query parameters
882
- query_params = opts[:query_params] || {}
883
- query_params[:'userId'] = user_id
884
- query_params[:'userSecret'] = user_secret
885
-
886
- # header parameters
887
- header_params = opts[:header_params] || {}
888
- # HTTP header 'Accept' (if needed)
889
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
890
-
891
- # form parameters
892
- form_params = opts[:form_params] || {}
893
-
894
- # http body (model)
895
- post_body = opts[:debug_body]
896
-
897
- # return_type
898
- return_type = opts[:debug_return_type] || 'ModelAssetClassDetails'
899
-
900
- # auth_names
901
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
902
-
903
- new_options = opts.merge(
904
- :operation => :"PortfolioManagementApi.detail_asset_class",
905
- :header_params => header_params,
906
- :query_params => query_params,
907
- :form_params => form_params,
908
- :body => post_body,
909
- :auth_names => auth_names,
910
- :return_type => return_type
911
- )
912
-
913
- data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
914
- if @api_client.config.debugging
915
- @api_client.config.logger.debug "API called: PortfolioManagementApi#detail_asset_class\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
916
- end
917
- return data, status_code, headers, response
918
- end
919
-
920
-
921
- # Return an individual trade
922
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
923
- # @param calculated_trade_id [String] The ID of calculated trade to get account impact
924
- # @param trade_id [String] The ID of trade object
925
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
926
- def get_calculated_trade_by_id(portfolio_group_id:, calculated_trade_id:, trade_id:, extra: {})
927
-
928
- data, _status_code, _headers = get_calculated_trade_by_id_with_http_info_impl(portfolio_group_id, calculated_trade_id, trade_id, extra)
929
- data
930
- end
931
-
932
- # Return an individual trade
933
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
934
- # @param calculated_trade_id [String] The ID of calculated trade to get account impact
935
- # @param trade_id [String] The ID of trade object
936
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
937
- def get_calculated_trade_by_id_with_http_info(portfolio_group_id:, calculated_trade_id:, trade_id:, extra: {})
938
-
939
- get_calculated_trade_by_id_with_http_info_impl(portfolio_group_id, calculated_trade_id, trade_id, extra)
940
- end
941
-
942
- # Return an individual trade
943
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
944
- # @param calculated_trade_id [String] The ID of calculated trade to get account impact
945
- # @param trade_id [String] The ID of trade object
946
- # @param [Hash] opts the optional parameters
947
- # @return [Array<Trade>]
948
- def get_calculated_trade_by_id_impl(portfolio_group_id, calculated_trade_id, trade_id, opts = {})
949
- data, _status_code, _headers = get_calculated_trade_by_id_with_http_info(portfolio_group_id, calculated_trade_id, trade_id, opts)
950
- data
951
- end
952
-
953
- # Return an individual trade
954
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
955
- # @param calculated_trade_id [String] The ID of calculated trade to get account impact
956
- # @param trade_id [String] The ID of trade object
957
- # @param [Hash] opts the optional parameters
958
- # @return [Array<(Array<Trade>, Integer, Hash)>] Array<Trade> data, response status code and response headers
959
- def get_calculated_trade_by_id_with_http_info_impl(portfolio_group_id, calculated_trade_id, trade_id, opts = {})
960
- if @api_client.config.debugging
961
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.get_calculated_trade_by_id ...'
962
- end
963
- # verify the required parameter 'portfolio_group_id' is set
964
- if @api_client.config.client_side_validation && portfolio_group_id.nil?
965
- fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling PortfolioManagementApi.get_calculated_trade_by_id"
966
- end
967
- # verify the required parameter 'calculated_trade_id' is set
968
- if @api_client.config.client_side_validation && calculated_trade_id.nil?
969
- fail ArgumentError, "Missing the required parameter 'calculated_trade_id' when calling PortfolioManagementApi.get_calculated_trade_by_id"
970
- end
971
- # verify the required parameter 'trade_id' is set
972
- if @api_client.config.client_side_validation && trade_id.nil?
973
- fail ArgumentError, "Missing the required parameter 'trade_id' when calling PortfolioManagementApi.get_calculated_trade_by_id"
974
- end
975
- # resource path
976
- local_var_path = '/portfolioGroups/{portfolioGroupId}/calculatedtrades/{calculatedTradeId}/{TradeId}'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s)).sub('{' + 'calculatedTradeId' + '}', CGI.escape(calculated_trade_id.to_s)).sub('{' + 'TradeId' + '}', CGI.escape(trade_id.to_s))
977
-
978
- # query parameters
979
- query_params = opts[:query_params] || {}
980
-
981
- # header parameters
982
- header_params = opts[:header_params] || {}
983
- # HTTP header 'Accept' (if needed)
984
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
985
-
986
- # form parameters
987
- form_params = opts[:form_params] || {}
988
-
989
- # http body (model)
990
- post_body = opts[:debug_body]
991
-
992
- # return_type
993
- return_type = opts[:debug_return_type] || 'Array<Trade>'
994
-
995
- # auth_names
996
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
997
-
998
- new_options = opts.merge(
999
- :operation => :"PortfolioManagementApi.get_calculated_trade_by_id",
1000
- :header_params => header_params,
1001
- :query_params => query_params,
1002
- :form_params => form_params,
1003
- :body => post_body,
1004
- :auth_names => auth_names,
1005
- :return_type => return_type
1006
- )
1007
-
1008
- data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
1009
- if @api_client.config.debugging
1010
- @api_client.config.logger.debug "API called: PortfolioManagementApi#get_calculated_trade_by_id\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1011
- end
1012
- return data, status_code, headers, response
1013
- end
1014
-
1015
-
1016
- # Get details of a model portfolio
1017
- # @param model_portfolio_id [String] The ID of the model portfolio to get.
1018
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1019
- def get_model_details_by_id(model_portfolio_id:, extra: {})
1020
-
1021
- data, _status_code, _headers = get_model_details_by_id_with_http_info_impl(model_portfolio_id, extra)
1022
- data
1023
- end
1024
-
1025
- # Get details of a model portfolio
1026
- # @param model_portfolio_id [String] The ID of the model portfolio to get.
1027
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1028
- def get_model_details_by_id_with_http_info(model_portfolio_id:, extra: {})
1029
-
1030
- get_model_details_by_id_with_http_info_impl(model_portfolio_id, extra)
1031
- end
1032
-
1033
- # Get details of a model portfolio
1034
- # @param model_portfolio_id [String] The ID of the model portfolio to get.
1035
- # @param [Hash] opts the optional parameters
1036
- # @return [ModelPortfolioDetails]
1037
- def get_model_details_by_id_impl(model_portfolio_id, opts = {})
1038
- data, _status_code, _headers = get_model_details_by_id_with_http_info(model_portfolio_id, opts)
1039
- data
1040
- end
1041
-
1042
- # Get details of a model portfolio
1043
- # @param model_portfolio_id [String] The ID of the model portfolio to get.
1044
- # @param [Hash] opts the optional parameters
1045
- # @return [Array<(ModelPortfolioDetails, Integer, Hash)>] ModelPortfolioDetails data, response status code and response headers
1046
- def get_model_details_by_id_with_http_info_impl(model_portfolio_id, opts = {})
1047
- if @api_client.config.debugging
1048
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.get_model_details_by_id ...'
1049
- end
1050
- # verify the required parameter 'model_portfolio_id' is set
1051
- if @api_client.config.client_side_validation && model_portfolio_id.nil?
1052
- fail ArgumentError, "Missing the required parameter 'model_portfolio_id' when calling PortfolioManagementApi.get_model_details_by_id"
1053
- end
1054
- # resource path
1055
- local_var_path = '/modelPortfolio/{modelPortfolioId}'.sub('{' + 'modelPortfolioId' + '}', CGI.escape(model_portfolio_id.to_s))
1056
-
1057
- # query parameters
1058
- query_params = opts[:query_params] || {}
1059
-
1060
- # header parameters
1061
- header_params = opts[:header_params] || {}
1062
- # HTTP header 'Accept' (if needed)
1063
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
1064
-
1065
- # form parameters
1066
- form_params = opts[:form_params] || {}
1067
-
1068
- # http body (model)
1069
- post_body = opts[:debug_body]
1070
-
1071
- # return_type
1072
- return_type = opts[:debug_return_type] || 'ModelPortfolioDetails'
1073
-
1074
- # auth_names
1075
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
1076
-
1077
- new_options = opts.merge(
1078
- :operation => :"PortfolioManagementApi.get_model_details_by_id",
1079
- :header_params => header_params,
1080
- :query_params => query_params,
1081
- :form_params => form_params,
1082
- :body => post_body,
1083
- :auth_names => auth_names,
1084
- :return_type => return_type
1085
- )
1086
-
1087
- data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
1088
- if @api_client.config.debugging
1089
- @api_client.config.logger.debug "API called: PortfolioManagementApi#get_model_details_by_id\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1090
- end
1091
- return data, status_code, headers, response
1092
- end
1093
-
1094
-
1095
- # Get sum of cash balances in portfolio group
1096
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to create the target asset.
1097
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1098
- def get_portfolio_balances(portfolio_group_id:, extra: {})
1099
-
1100
- data, _status_code, _headers = get_portfolio_balances_with_http_info_impl(portfolio_group_id, extra)
1101
- data
1102
- end
1103
-
1104
- # Get sum of cash balances in portfolio group
1105
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to create the target asset.
1106
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1107
- def get_portfolio_balances_with_http_info(portfolio_group_id:, extra: {})
1108
-
1109
- get_portfolio_balances_with_http_info_impl(portfolio_group_id, extra)
1110
- end
1111
-
1112
- # Get sum of cash balances in portfolio group
1113
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to create the target asset.
1114
- # @param [Hash] opts the optional parameters
1115
- # @return [Array<Balance>]
1116
- def get_portfolio_balances_impl(portfolio_group_id, opts = {})
1117
- data, _status_code, _headers = get_portfolio_balances_with_http_info(portfolio_group_id, opts)
1118
- data
1119
- end
1120
-
1121
- # Get sum of cash balances in portfolio group
1122
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to create the target asset.
1123
- # @param [Hash] opts the optional parameters
1124
- # @return [Array<(Array<Balance>, Integer, Hash)>] Array<Balance> data, response status code and response headers
1125
- def get_portfolio_balances_with_http_info_impl(portfolio_group_id, opts = {})
1126
- if @api_client.config.debugging
1127
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.get_portfolio_balances ...'
1128
- end
1129
- # verify the required parameter 'portfolio_group_id' is set
1130
- if @api_client.config.client_side_validation && portfolio_group_id.nil?
1131
- fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling PortfolioManagementApi.get_portfolio_balances"
1132
- end
1133
- # resource path
1134
- local_var_path = '/portfolioGroups/{portfolioGroupId}/balances'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s))
1135
-
1136
- # query parameters
1137
- query_params = opts[:query_params] || {}
1138
-
1139
- # header parameters
1140
- header_params = opts[:header_params] || {}
1141
- # HTTP header 'Accept' (if needed)
1142
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
1143
-
1144
- # form parameters
1145
- form_params = opts[:form_params] || {}
1146
-
1147
- # http body (model)
1148
- post_body = opts[:debug_body]
1149
-
1150
- # return_type
1151
- return_type = opts[:debug_return_type] || 'Array<Balance>'
1152
-
1153
- # auth_names
1154
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
1155
-
1156
- new_options = opts.merge(
1157
- :operation => :"PortfolioManagementApi.get_portfolio_balances",
1158
- :header_params => header_params,
1159
- :query_params => query_params,
1160
- :form_params => form_params,
1161
- :body => post_body,
1162
- :auth_names => auth_names,
1163
- :return_type => return_type
1164
- )
1165
-
1166
- data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
1167
- if @api_client.config.debugging
1168
- @api_client.config.logger.debug "API called: PortfolioManagementApi#get_portfolio_balances\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1169
- end
1170
- return data, status_code, headers, response
1171
- end
1172
-
1173
-
1174
- # Get details of a target portfolio
1175
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to get.
1176
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1177
- def get_portfolio_details_by_id(portfolio_group_id:, extra: {})
1178
-
1179
- data, _status_code, _headers = get_portfolio_details_by_id_with_http_info_impl(portfolio_group_id, extra)
1180
- data
1181
- end
1182
-
1183
- # Get details of a target portfolio
1184
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to get.
1185
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1186
- def get_portfolio_details_by_id_with_http_info(portfolio_group_id:, extra: {})
1187
-
1188
- get_portfolio_details_by_id_with_http_info_impl(portfolio_group_id, extra)
1189
- end
1190
-
1191
- # Get details of a target portfolio
1192
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to get.
1193
- # @param [Hash] opts the optional parameters
1194
- # @return [PortfolioGroup]
1195
- def get_portfolio_details_by_id_impl(portfolio_group_id, opts = {})
1196
- data, _status_code, _headers = get_portfolio_details_by_id_with_http_info(portfolio_group_id, opts)
1197
- data
1198
- end
1199
-
1200
- # Get details of a target portfolio
1201
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to get.
1202
- # @param [Hash] opts the optional parameters
1203
- # @return [Array<(PortfolioGroup, Integer, Hash)>] PortfolioGroup data, response status code and response headers
1204
- def get_portfolio_details_by_id_with_http_info_impl(portfolio_group_id, opts = {})
1205
- if @api_client.config.debugging
1206
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.get_portfolio_details_by_id ...'
1207
- end
1208
- # verify the required parameter 'portfolio_group_id' is set
1209
- if @api_client.config.client_side_validation && portfolio_group_id.nil?
1210
- fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling PortfolioManagementApi.get_portfolio_details_by_id"
1211
- end
1212
- # resource path
1213
- local_var_path = '/portfolioGroups/{portfolioGroupId}'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s))
1214
-
1215
- # query parameters
1216
- query_params = opts[:query_params] || {}
1217
-
1218
- # header parameters
1219
- header_params = opts[:header_params] || {}
1220
- # HTTP header 'Accept' (if needed)
1221
- header_params['Accept'] = @api_client.select_header_accept(['*/*'])
1222
-
1223
- # form parameters
1224
- form_params = opts[:form_params] || {}
1225
-
1226
- # http body (model)
1227
- post_body = opts[:debug_body]
1228
-
1229
- # return_type
1230
- return_type = opts[:debug_return_type] || 'PortfolioGroup'
1231
-
1232
- # auth_names
1233
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
1234
-
1235
- new_options = opts.merge(
1236
- :operation => :"PortfolioManagementApi.get_portfolio_details_by_id",
1237
- :header_params => header_params,
1238
- :query_params => query_params,
1239
- :form_params => form_params,
1240
- :body => post_body,
1241
- :auth_names => auth_names,
1242
- :return_type => return_type
1243
- )
1244
-
1245
- data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
1246
- if @api_client.config.debugging
1247
- @api_client.config.logger.debug "API called: PortfolioManagementApi#get_portfolio_details_by_id\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1248
- end
1249
- return data, status_code, headers, response
1250
- end
1251
-
1252
-
1253
- # Return a whole bunch of relevant information relating to a portfolio group.
1254
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to create the target asset.
1255
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1256
- def get_portfolio_info(portfolio_group_id:, extra: {})
1257
-
1258
- data, _status_code, _headers = get_portfolio_info_with_http_info_impl(portfolio_group_id, extra)
1259
- data
1260
- end
1261
-
1262
- # Return a whole bunch of relevant information relating to a portfolio group.
1263
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to create the target asset.
1264
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1265
- def get_portfolio_info_with_http_info(portfolio_group_id:, extra: {})
1266
-
1267
- get_portfolio_info_with_http_info_impl(portfolio_group_id, extra)
1268
- end
1269
-
1270
- # Return a whole bunch of relevant information relating to a portfolio group.
1271
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to create the target asset.
1272
- # @param [Hash] opts the optional parameters
1273
- # @return [PortfolioGroupInfo]
1274
- def get_portfolio_info_impl(portfolio_group_id, opts = {})
1275
- data, _status_code, _headers = get_portfolio_info_with_http_info(portfolio_group_id, opts)
1276
- data
1277
- end
1278
-
1279
- # Return a whole bunch of relevant information relating to a portfolio group.
1280
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to create the target asset.
1281
- # @param [Hash] opts the optional parameters
1282
- # @return [Array<(PortfolioGroupInfo, Integer, Hash)>] PortfolioGroupInfo data, response status code and response headers
1283
- def get_portfolio_info_with_http_info_impl(portfolio_group_id, opts = {})
1284
- if @api_client.config.debugging
1285
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.get_portfolio_info ...'
1286
- end
1287
- # verify the required parameter 'portfolio_group_id' is set
1288
- if @api_client.config.client_side_validation && portfolio_group_id.nil?
1289
- fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling PortfolioManagementApi.get_portfolio_info"
1290
- end
1291
- # resource path
1292
- local_var_path = '/portfolioGroups/{portfolioGroupId}/info'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s))
1293
-
1294
- # query parameters
1295
- query_params = opts[:query_params] || {}
1296
-
1297
- # header parameters
1298
- header_params = opts[:header_params] || {}
1299
- # HTTP header 'Accept' (if needed)
1300
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
1301
-
1302
- # form parameters
1303
- form_params = opts[:form_params] || {}
1304
-
1305
- # http body (model)
1306
- post_body = opts[:debug_body]
1307
-
1308
- # return_type
1309
- return_type = opts[:debug_return_type] || 'PortfolioGroupInfo'
1310
-
1311
- # auth_names
1312
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
1313
-
1314
- new_options = opts.merge(
1315
- :operation => :"PortfolioManagementApi.get_portfolio_info",
1316
- :header_params => header_params,
1317
- :query_params => query_params,
1318
- :form_params => form_params,
1319
- :body => post_body,
1320
- :auth_names => auth_names,
1321
- :return_type => return_type
1322
- )
1323
-
1324
- data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
1325
- if @api_client.config.debugging
1326
- @api_client.config.logger.debug "API called: PortfolioManagementApi#get_portfolio_info\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1327
- end
1328
- return data, status_code, headers, response
1329
- end
1330
-
1331
-
1332
- # Get portfolio group settings
1333
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to get the settings.
1334
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1335
- def get_portfolio_settings(portfolio_group_id:, extra: {})
1336
-
1337
- data, _status_code, _headers = get_portfolio_settings_with_http_info_impl(portfolio_group_id, extra)
1338
- data
1339
- end
1340
-
1341
- # Get portfolio group settings
1342
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to get the settings.
1343
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1344
- def get_portfolio_settings_with_http_info(portfolio_group_id:, extra: {})
1345
-
1346
- get_portfolio_settings_with_http_info_impl(portfolio_group_id, extra)
1347
- end
1348
-
1349
- # Get portfolio group settings
1350
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to get the settings.
1351
- # @param [Hash] opts the optional parameters
1352
- # @return [PortfolioGroupSettings]
1353
- def get_portfolio_settings_impl(portfolio_group_id, opts = {})
1354
- data, _status_code, _headers = get_portfolio_settings_with_http_info(portfolio_group_id, opts)
1355
- data
1356
- end
1357
-
1358
- # Get portfolio group settings
1359
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to get the settings.
1360
- # @param [Hash] opts the optional parameters
1361
- # @return [Array<(PortfolioGroupSettings, Integer, Hash)>] PortfolioGroupSettings data, response status code and response headers
1362
- def get_portfolio_settings_with_http_info_impl(portfolio_group_id, opts = {})
1363
- if @api_client.config.debugging
1364
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.get_portfolio_settings ...'
1365
- end
1366
- # verify the required parameter 'portfolio_group_id' is set
1367
- if @api_client.config.client_side_validation && portfolio_group_id.nil?
1368
- fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling PortfolioManagementApi.get_portfolio_settings"
1369
- end
1370
- # resource path
1371
- local_var_path = '/portfolioGroups/{portfolioGroupId}/settings'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s))
1372
-
1373
- # query parameters
1374
- query_params = opts[:query_params] || {}
1375
-
1376
- # header parameters
1377
- header_params = opts[:header_params] || {}
1378
- # HTTP header 'Accept' (if needed)
1379
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
1380
-
1381
- # form parameters
1382
- form_params = opts[:form_params] || {}
1383
-
1384
- # http body (model)
1385
- post_body = opts[:debug_body]
1386
-
1387
- # return_type
1388
- return_type = opts[:debug_return_type] || 'PortfolioGroupSettings'
1389
-
1390
- # auth_names
1391
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
1392
-
1393
- new_options = opts.merge(
1394
- :operation => :"PortfolioManagementApi.get_portfolio_settings",
1395
- :header_params => header_params,
1396
- :query_params => query_params,
1397
- :form_params => form_params,
1398
- :body => post_body,
1399
- :auth_names => auth_names,
1400
- :return_type => return_type
1401
- )
1402
-
1403
- data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
1404
- if @api_client.config.debugging
1405
- @api_client.config.logger.debug "API called: PortfolioManagementApi#get_portfolio_settings\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1406
- end
1407
- return data, status_code, headers, response
1408
- end
1409
-
1410
-
1411
- # Get a specific target from a portfolio group
1412
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to get the target asset.
1413
- # @param target_asset_id [String] The ID of the TargetAsset to get.
1414
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1415
- def get_portfolio_target_by_id(portfolio_group_id:, target_asset_id:, extra: {})
1416
-
1417
- data, _status_code, _headers = get_portfolio_target_by_id_with_http_info_impl(portfolio_group_id, target_asset_id, extra)
1418
- data
1419
- end
1420
-
1421
- # Get a specific target from a portfolio group
1422
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to get the target asset.
1423
- # @param target_asset_id [String] The ID of the TargetAsset to get.
1424
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1425
- def get_portfolio_target_by_id_with_http_info(portfolio_group_id:, target_asset_id:, extra: {})
1426
-
1427
- get_portfolio_target_by_id_with_http_info_impl(portfolio_group_id, target_asset_id, extra)
1428
- end
1429
-
1430
- # Get a specific target from a portfolio group
1431
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to get the target asset.
1432
- # @param target_asset_id [String] The ID of the TargetAsset to get.
1433
- # @param [Hash] opts the optional parameters
1434
- # @return [TargetAsset]
1435
- def get_portfolio_target_by_id_impl(portfolio_group_id, target_asset_id, opts = {})
1436
- data, _status_code, _headers = get_portfolio_target_by_id_with_http_info(portfolio_group_id, target_asset_id, opts)
1437
- data
1438
- end
1439
-
1440
- # Get a specific target from a portfolio group
1441
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to get the target asset.
1442
- # @param target_asset_id [String] The ID of the TargetAsset to get.
1443
- # @param [Hash] opts the optional parameters
1444
- # @return [Array<(TargetAsset, Integer, Hash)>] TargetAsset data, response status code and response headers
1445
- def get_portfolio_target_by_id_with_http_info_impl(portfolio_group_id, target_asset_id, opts = {})
1446
- if @api_client.config.debugging
1447
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.get_portfolio_target_by_id ...'
1448
- end
1449
- # verify the required parameter 'portfolio_group_id' is set
1450
- if @api_client.config.client_side_validation && portfolio_group_id.nil?
1451
- fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling PortfolioManagementApi.get_portfolio_target_by_id"
1452
- end
1453
- # verify the required parameter 'target_asset_id' is set
1454
- if @api_client.config.client_side_validation && target_asset_id.nil?
1455
- fail ArgumentError, "Missing the required parameter 'target_asset_id' when calling PortfolioManagementApi.get_portfolio_target_by_id"
1456
- end
1457
- # resource path
1458
- local_var_path = '/portfolioGroups/{portfolioGroupId}/targets/{targetAssetId}'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s)).sub('{' + 'targetAssetId' + '}', CGI.escape(target_asset_id.to_s))
1459
-
1460
- # query parameters
1461
- query_params = opts[:query_params] || {}
1462
-
1463
- # header parameters
1464
- header_params = opts[:header_params] || {}
1465
- # HTTP header 'Accept' (if needed)
1466
- header_params['Accept'] = @api_client.select_header_accept(['*/*'])
1467
-
1468
- # form parameters
1469
- form_params = opts[:form_params] || {}
1470
-
1471
- # http body (model)
1472
- post_body = opts[:debug_body]
1473
-
1474
- # return_type
1475
- return_type = opts[:debug_return_type] || 'TargetAsset'
1476
-
1477
- # auth_names
1478
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
1479
-
1480
- new_options = opts.merge(
1481
- :operation => :"PortfolioManagementApi.get_portfolio_target_by_id",
1482
- :header_params => header_params,
1483
- :query_params => query_params,
1484
- :form_params => form_params,
1485
- :body => post_body,
1486
- :auth_names => auth_names,
1487
- :return_type => return_type
1488
- )
1489
-
1490
- data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
1491
- if @api_client.config.debugging
1492
- @api_client.config.logger.debug "API called: PortfolioManagementApi#get_portfolio_target_by_id\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1493
- end
1494
- return data, status_code, headers, response
1495
- end
1496
-
1497
-
1498
- # Get all target assets under the specified PortfolioGroup.
1499
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to create the target asset.
1500
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1501
- def get_portfolio_targets(portfolio_group_id:, extra: {})
1502
-
1503
- data, _status_code, _headers = get_portfolio_targets_with_http_info_impl(portfolio_group_id, extra)
1504
- data
1505
- end
1506
-
1507
- # Get all target assets under the specified PortfolioGroup.
1508
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to create the target asset.
1509
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1510
- def get_portfolio_targets_with_http_info(portfolio_group_id:, extra: {})
1511
-
1512
- get_portfolio_targets_with_http_info_impl(portfolio_group_id, extra)
1513
- end
1514
-
1515
- # Get all target assets under the specified PortfolioGroup.
1516
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to create the target asset.
1517
- # @param [Hash] opts the optional parameters
1518
- # @return [Array<TargetAsset>]
1519
- def get_portfolio_targets_impl(portfolio_group_id, opts = {})
1520
- data, _status_code, _headers = get_portfolio_targets_with_http_info(portfolio_group_id, opts)
1521
- data
1522
- end
1523
-
1524
- # Get all target assets under the specified PortfolioGroup.
1525
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to create the target asset.
1526
- # @param [Hash] opts the optional parameters
1527
- # @return [Array<(Array<TargetAsset>, Integer, Hash)>] Array<TargetAsset> data, response status code and response headers
1528
- def get_portfolio_targets_with_http_info_impl(portfolio_group_id, opts = {})
1529
- if @api_client.config.debugging
1530
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.get_portfolio_targets ...'
1531
- end
1532
- # verify the required parameter 'portfolio_group_id' is set
1533
- if @api_client.config.client_side_validation && portfolio_group_id.nil?
1534
- fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling PortfolioManagementApi.get_portfolio_targets"
1535
- end
1536
- # resource path
1537
- local_var_path = '/portfolioGroups/{portfolioGroupId}/targets'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s))
1538
-
1539
- # query parameters
1540
- query_params = opts[:query_params] || {}
1541
-
1542
- # header parameters
1543
- header_params = opts[:header_params] || {}
1544
- # HTTP header 'Accept' (if needed)
1545
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
1546
-
1547
- # form parameters
1548
- form_params = opts[:form_params] || {}
1549
-
1550
- # http body (model)
1551
- post_body = opts[:debug_body]
1552
-
1553
- # return_type
1554
- return_type = opts[:debug_return_type] || 'Array<TargetAsset>'
1555
-
1556
- # auth_names
1557
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
1558
-
1559
- new_options = opts.merge(
1560
- :operation => :"PortfolioManagementApi.get_portfolio_targets",
1561
- :header_params => header_params,
1562
- :query_params => query_params,
1563
- :form_params => form_params,
1564
- :body => post_body,
1565
- :auth_names => auth_names,
1566
- :return_type => return_type
1567
- )
1568
-
1569
- data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
1570
- if @api_client.config.debugging
1571
- @api_client.config.logger.debug "API called: PortfolioManagementApi#get_portfolio_targets\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1572
- end
1573
- return data, status_code, headers, response
1574
- end
1575
-
1576
-
1577
- # Get an array of excluded assets associated with a portfolio group\\
1578
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which the excluded assets are linked.
1579
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1580
- def get_portoflio_excluded_assets(portfolio_group_id:, extra: {})
1581
-
1582
- data, _status_code, _headers = get_portoflio_excluded_assets_with_http_info_impl(portfolio_group_id, extra)
1583
- data
1584
- end
1585
-
1586
- # Get an array of excluded assets associated with a portfolio group\\
1587
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which the excluded assets are linked.
1588
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1589
- def get_portoflio_excluded_assets_with_http_info(portfolio_group_id:, extra: {})
1590
-
1591
- get_portoflio_excluded_assets_with_http_info_impl(portfolio_group_id, extra)
1592
- end
1593
-
1594
- # Get an array of excluded assets associated with a portfolio group\\
1595
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which the excluded assets are linked.
1596
- # @param [Hash] opts the optional parameters
1597
- # @return [Array<ExcludedAsset>]
1598
- def get_portoflio_excluded_assets_impl(portfolio_group_id, opts = {})
1599
- data, _status_code, _headers = get_portoflio_excluded_assets_with_http_info(portfolio_group_id, opts)
1600
- data
1601
- end
1602
-
1603
- # Get an array of excluded assets associated with a portfolio group\\
1604
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which the excluded assets are linked.
1605
- # @param [Hash] opts the optional parameters
1606
- # @return [Array<(Array<ExcludedAsset>, Integer, Hash)>] Array<ExcludedAsset> data, response status code and response headers
1607
- def get_portoflio_excluded_assets_with_http_info_impl(portfolio_group_id, opts = {})
1608
- if @api_client.config.debugging
1609
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.get_portoflio_excluded_assets ...'
1610
- end
1611
- # verify the required parameter 'portfolio_group_id' is set
1612
- if @api_client.config.client_side_validation && portfolio_group_id.nil?
1613
- fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling PortfolioManagementApi.get_portoflio_excluded_assets"
1614
- end
1615
- # resource path
1616
- local_var_path = '/portfolioGroups/{portfolioGroupId}/excludedassets'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s))
1617
-
1618
- # query parameters
1619
- query_params = opts[:query_params] || {}
1620
-
1621
- # header parameters
1622
- header_params = opts[:header_params] || {}
1623
- # HTTP header 'Accept' (if needed)
1624
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
1625
-
1626
- # form parameters
1627
- form_params = opts[:form_params] || {}
1628
-
1629
- # http body (model)
1630
- post_body = opts[:debug_body]
1631
-
1632
- # return_type
1633
- return_type = opts[:debug_return_type] || 'Array<ExcludedAsset>'
1634
-
1635
- # auth_names
1636
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
1637
-
1638
- new_options = opts.merge(
1639
- :operation => :"PortfolioManagementApi.get_portoflio_excluded_assets",
1640
- :header_params => header_params,
1641
- :query_params => query_params,
1642
- :form_params => form_params,
1643
- :body => post_body,
1644
- :auth_names => auth_names,
1645
- :return_type => return_type
1646
- )
1647
-
1648
- data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
1649
- if @api_client.config.debugging
1650
- @api_client.config.logger.debug "API called: PortfolioManagementApi#get_portoflio_excluded_assets\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1651
- end
1652
- return data, status_code, headers, response
1653
- end
1654
-
1655
-
1656
- # Import target allocation based on portfolio group
1657
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to create the target asset.
1658
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1659
- def import_model_portfolio(portfolio_group_id:, extra: {})
1660
-
1661
- data, _status_code, _headers = import_model_portfolio_with_http_info_impl(portfolio_group_id, extra)
1662
- data
1663
- end
1664
-
1665
- # Import target allocation based on portfolio group
1666
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to create the target asset.
1667
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1668
- def import_model_portfolio_with_http_info(portfolio_group_id:, extra: {})
1669
-
1670
- import_model_portfolio_with_http_info_impl(portfolio_group_id, extra)
1671
- end
1672
-
1673
- # Import target allocation based on portfolio group
1674
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to create the target asset.
1675
- # @param [Hash] opts the optional parameters
1676
- # @return [Array<TargetAsset>]
1677
- def import_model_portfolio_impl(portfolio_group_id, opts = {})
1678
- data, _status_code, _headers = import_model_portfolio_with_http_info(portfolio_group_id, opts)
1679
- data
1680
- end
1681
-
1682
- # Import target allocation based on portfolio group
1683
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to create the target asset.
1684
- # @param [Hash] opts the optional parameters
1685
- # @return [Array<(Array<TargetAsset>, Integer, Hash)>] Array<TargetAsset> data, response status code and response headers
1686
- def import_model_portfolio_with_http_info_impl(portfolio_group_id, opts = {})
1687
- if @api_client.config.debugging
1688
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.import_model_portfolio ...'
1689
- end
1690
- # verify the required parameter 'portfolio_group_id' is set
1691
- if @api_client.config.client_side_validation && portfolio_group_id.nil?
1692
- fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling PortfolioManagementApi.import_model_portfolio"
1693
- end
1694
- # resource path
1695
- local_var_path = '/portfolioGroups/{portfolioGroupId}/import'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s))
1696
-
1697
- # query parameters
1698
- query_params = opts[:query_params] || {}
1699
-
1700
- # header parameters
1701
- header_params = opts[:header_params] || {}
1702
- # HTTP header 'Accept' (if needed)
1703
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
1704
-
1705
- # form parameters
1706
- form_params = opts[:form_params] || {}
1707
-
1708
- # http body (model)
1709
- post_body = opts[:debug_body]
1710
-
1711
- # return_type
1712
- return_type = opts[:debug_return_type] || 'Array<TargetAsset>'
1713
-
1714
- # auth_names
1715
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
1716
-
1717
- new_options = opts.merge(
1718
- :operation => :"PortfolioManagementApi.import_model_portfolio",
1719
- :header_params => header_params,
1720
- :query_params => query_params,
1721
- :form_params => form_params,
1722
- :body => post_body,
1723
- :auth_names => auth_names,
1724
- :return_type => return_type
1725
- )
1726
-
1727
- data, status_code, headers, response = @api_client.call_api(:POST, local_var_path, new_options)
1728
- if @api_client.config.debugging
1729
- @api_client.config.logger.debug "API called: PortfolioManagementApi#import_model_portfolio\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1730
- end
1731
- return data, status_code, headers, response
1732
- end
1733
-
1734
-
1735
- # List all portfolio groups
1736
- # @param user_id [String]
1737
- # @param user_secret [String]
1738
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1739
- def list(user_id:, user_secret:, extra: {})
1740
-
1741
- data, _status_code, _headers = list_with_http_info_impl(user_id, user_secret, extra)
1742
- data
1743
- end
1744
-
1745
- # List all portfolio groups
1746
- # @param user_id [String]
1747
- # @param user_secret [String]
1748
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1749
- def list_with_http_info(user_id:, user_secret:, extra: {})
1750
-
1751
- list_with_http_info_impl(user_id, user_secret, extra)
1752
- end
1753
-
1754
- # List all portfolio groups
1755
- # @param user_id [String]
1756
- # @param user_secret [String]
1757
- # @param [Hash] opts the optional parameters
1758
- # @return [Array<PortfolioGroup>]
1759
- def list_impl(user_id, user_secret, opts = {})
1760
- data, _status_code, _headers = list_with_http_info(user_id, user_secret, opts)
1761
- data
1762
- end
1763
-
1764
- # List all portfolio groups
1765
- # @param user_id [String]
1766
- # @param user_secret [String]
1767
- # @param [Hash] opts the optional parameters
1768
- # @return [Array<(Array<PortfolioGroup>, Integer, Hash)>] Array<PortfolioGroup> data, response status code and response headers
1769
- def list_with_http_info_impl(user_id, user_secret, opts = {})
1770
- if @api_client.config.debugging
1771
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.list ...'
1772
- end
1773
- # verify the required parameter 'user_id' is set
1774
- if @api_client.config.client_side_validation && user_id.nil?
1775
- fail ArgumentError, "Missing the required parameter 'user_id' when calling PortfolioManagementApi.list"
1776
- end
1777
- # verify the required parameter 'user_secret' is set
1778
- if @api_client.config.client_side_validation && user_secret.nil?
1779
- fail ArgumentError, "Missing the required parameter 'user_secret' when calling PortfolioManagementApi.list"
1780
- end
1781
- # resource path
1782
- local_var_path = '/portfolioGroups'
1783
-
1784
- # query parameters
1785
- query_params = opts[:query_params] || {}
1786
- query_params[:'userId'] = user_id
1787
- query_params[:'userSecret'] = user_secret
1788
-
1789
- # header parameters
1790
- header_params = opts[:header_params] || {}
1791
- # HTTP header 'Accept' (if needed)
1792
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
1793
-
1794
- # form parameters
1795
- form_params = opts[:form_params] || {}
1796
-
1797
- # http body (model)
1798
- post_body = opts[:debug_body]
1799
-
1800
- # return_type
1801
- return_type = opts[:debug_return_type] || 'Array<PortfolioGroup>'
1802
-
1803
- # auth_names
1804
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
1805
-
1806
- new_options = opts.merge(
1807
- :operation => :"PortfolioManagementApi.list",
1808
- :header_params => header_params,
1809
- :query_params => query_params,
1810
- :form_params => form_params,
1811
- :body => post_body,
1812
- :auth_names => auth_names,
1813
- :return_type => return_type
1814
- )
1815
-
1816
- data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
1817
- if @api_client.config.debugging
1818
- @api_client.config.logger.debug "API called: PortfolioManagementApi#list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1819
- end
1820
- return data, status_code, headers, response
1821
- end
1822
-
1823
-
1824
- # List of model asset class
1825
- # @param user_id [String]
1826
- # @param user_secret [String]
1827
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1828
- def list_asset_classes(user_id:, user_secret:, extra: {})
1829
-
1830
- data, _status_code, _headers = list_asset_classes_with_http_info_impl(user_id, user_secret, extra)
1831
- data
1832
- end
1833
-
1834
- # List of model asset class
1835
- # @param user_id [String]
1836
- # @param user_secret [String]
1837
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1838
- def list_asset_classes_with_http_info(user_id:, user_secret:, extra: {})
1839
-
1840
- list_asset_classes_with_http_info_impl(user_id, user_secret, extra)
1841
- end
1842
-
1843
- # List of model asset class
1844
- # @param user_id [String]
1845
- # @param user_secret [String]
1846
- # @param [Hash] opts the optional parameters
1847
- # @return [Array<ModelAssetClassDetails>]
1848
- def list_asset_classes_impl(user_id, user_secret, opts = {})
1849
- data, _status_code, _headers = list_asset_classes_with_http_info(user_id, user_secret, opts)
1850
- data
1851
- end
1852
-
1853
- # List of model asset class
1854
- # @param user_id [String]
1855
- # @param user_secret [String]
1856
- # @param [Hash] opts the optional parameters
1857
- # @return [Array<(Array<ModelAssetClassDetails>, Integer, Hash)>] Array<ModelAssetClassDetails> data, response status code and response headers
1858
- def list_asset_classes_with_http_info_impl(user_id, user_secret, opts = {})
1859
- if @api_client.config.debugging
1860
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.list_asset_classes ...'
1861
- end
1862
- # verify the required parameter 'user_id' is set
1863
- if @api_client.config.client_side_validation && user_id.nil?
1864
- fail ArgumentError, "Missing the required parameter 'user_id' when calling PortfolioManagementApi.list_asset_classes"
1865
- end
1866
- # verify the required parameter 'user_secret' is set
1867
- if @api_client.config.client_side_validation && user_secret.nil?
1868
- fail ArgumentError, "Missing the required parameter 'user_secret' when calling PortfolioManagementApi.list_asset_classes"
1869
- end
1870
- # resource path
1871
- local_var_path = '/modelAssetClass'
1872
-
1873
- # query parameters
1874
- query_params = opts[:query_params] || {}
1875
- query_params[:'userId'] = user_id
1876
- query_params[:'userSecret'] = user_secret
1877
-
1878
- # header parameters
1879
- header_params = opts[:header_params] || {}
1880
- # HTTP header 'Accept' (if needed)
1881
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
1882
-
1883
- # form parameters
1884
- form_params = opts[:form_params] || {}
1885
-
1886
- # http body (model)
1887
- post_body = opts[:debug_body]
1888
-
1889
- # return_type
1890
- return_type = opts[:debug_return_type] || 'Array<ModelAssetClassDetails>'
1891
-
1892
- # auth_names
1893
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
1894
-
1895
- new_options = opts.merge(
1896
- :operation => :"PortfolioManagementApi.list_asset_classes",
1897
- :header_params => header_params,
1898
- :query_params => query_params,
1899
- :form_params => form_params,
1900
- :body => post_body,
1901
- :auth_names => auth_names,
1902
- :return_type => return_type
1903
- )
1904
-
1905
- data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
1906
- if @api_client.config.debugging
1907
- @api_client.config.logger.debug "API called: PortfolioManagementApi#list_asset_classes\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1908
- end
1909
- return data, status_code, headers, response
1910
- end
1911
-
1912
-
1913
- # List of trades to make to rebalance portfolio group
1914
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
1915
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1916
- def list_calculated_trades(portfolio_group_id:, extra: {})
1917
-
1918
- data, _status_code, _headers = list_calculated_trades_with_http_info_impl(portfolio_group_id, extra)
1919
- data
1920
- end
1921
-
1922
- # List of trades to make to rebalance portfolio group
1923
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
1924
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1925
- def list_calculated_trades_with_http_info(portfolio_group_id:, extra: {})
1926
-
1927
- list_calculated_trades_with_http_info_impl(portfolio_group_id, extra)
1928
- end
1929
-
1930
- # List of trades to make to rebalance portfolio group
1931
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
1932
- # @param [Hash] opts the optional parameters
1933
- # @return [CalculatedTrade]
1934
- def list_calculated_trades_impl(portfolio_group_id, opts = {})
1935
- data, _status_code, _headers = list_calculated_trades_with_http_info(portfolio_group_id, opts)
1936
- data
1937
- end
1938
-
1939
- # List of trades to make to rebalance portfolio group
1940
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
1941
- # @param [Hash] opts the optional parameters
1942
- # @return [Array<(CalculatedTrade, Integer, Hash)>] CalculatedTrade data, response status code and response headers
1943
- def list_calculated_trades_with_http_info_impl(portfolio_group_id, opts = {})
1944
- if @api_client.config.debugging
1945
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.list_calculated_trades ...'
1946
- end
1947
- # verify the required parameter 'portfolio_group_id' is set
1948
- if @api_client.config.client_side_validation && portfolio_group_id.nil?
1949
- fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling PortfolioManagementApi.list_calculated_trades"
1950
- end
1951
- # resource path
1952
- local_var_path = '/portfolioGroups/{portfolioGroupId}/calculatedtrades'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s))
1953
-
1954
- # query parameters
1955
- query_params = opts[:query_params] || {}
1956
-
1957
- # header parameters
1958
- header_params = opts[:header_params] || {}
1959
- # HTTP header 'Accept' (if needed)
1960
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
1961
-
1962
- # form parameters
1963
- form_params = opts[:form_params] || {}
1964
-
1965
- # http body (model)
1966
- post_body = opts[:debug_body]
1967
-
1968
- # return_type
1969
- return_type = opts[:debug_return_type] || 'CalculatedTrade'
1970
-
1971
- # auth_names
1972
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
1973
-
1974
- new_options = opts.merge(
1975
- :operation => :"PortfolioManagementApi.list_calculated_trades",
1976
- :header_params => header_params,
1977
- :query_params => query_params,
1978
- :form_params => form_params,
1979
- :body => post_body,
1980
- :auth_names => auth_names,
1981
- :return_type => return_type
1982
- )
1983
-
1984
- data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
1985
- if @api_client.config.debugging
1986
- @api_client.config.logger.debug "API called: PortfolioManagementApi#list_calculated_trades\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1987
- end
1988
- return data, status_code, headers, response
1989
- end
1990
-
1991
-
1992
- # List of model portfolio
1993
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1994
- def list_model_portfolio(extra: {})
1995
-
1996
- data, _status_code, _headers = list_model_portfolio_with_http_info_impl(extra)
1997
- data
1998
- end
1999
-
2000
- # List of model portfolio
2001
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
2002
- def list_model_portfolio_with_http_info(extra: {})
2003
-
2004
- list_model_portfolio_with_http_info_impl(extra)
2005
- end
2006
-
2007
- # List of model portfolio
2008
- # @param [Hash] opts the optional parameters
2009
- # @return [Array<ModelPortfolioDetails>]
2010
- def list_model_portfolio_impl(opts = {})
2011
- data, _status_code, _headers = list_model_portfolio_with_http_info(opts)
2012
- data
2013
- end
2014
-
2015
- # List of model portfolio
2016
- # @param [Hash] opts the optional parameters
2017
- # @return [Array<(Array<ModelPortfolioDetails>, Integer, Hash)>] Array<ModelPortfolioDetails> data, response status code and response headers
2018
- def list_model_portfolio_with_http_info_impl(opts = {})
2019
- if @api_client.config.debugging
2020
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.list_model_portfolio ...'
2021
- end
2022
- # resource path
2023
- local_var_path = '/modelPortfolio'
2024
-
2025
- # query parameters
2026
- query_params = opts[:query_params] || {}
2027
-
2028
- # header parameters
2029
- header_params = opts[:header_params] || {}
2030
- # HTTP header 'Accept' (if needed)
2031
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
2032
-
2033
- # form parameters
2034
- form_params = opts[:form_params] || {}
2035
-
2036
- # http body (model)
2037
- post_body = opts[:debug_body]
2038
-
2039
- # return_type
2040
- return_type = opts[:debug_return_type] || 'Array<ModelPortfolioDetails>'
2041
-
2042
- # auth_names
2043
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
2044
-
2045
- new_options = opts.merge(
2046
- :operation => :"PortfolioManagementApi.list_model_portfolio",
2047
- :header_params => header_params,
2048
- :query_params => query_params,
2049
- :form_params => form_params,
2050
- :body => post_body,
2051
- :auth_names => auth_names,
2052
- :return_type => return_type
2053
- )
2054
-
2055
- data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
2056
- if @api_client.config.debugging
2057
- @api_client.config.logger.debug "API called: PortfolioManagementApi#list_model_portfolio\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
2058
- end
2059
- return data, status_code, headers, response
2060
- end
2061
-
2062
-
2063
- # Get all accounts associated with a portfolio group
2064
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which the accounts are linked.
2065
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
2066
- def list_portfolio_accounts(portfolio_group_id:, extra: {})
2067
-
2068
- data, _status_code, _headers = list_portfolio_accounts_with_http_info_impl(portfolio_group_id, extra)
2069
- data
2070
- end
2071
-
2072
- # Get all accounts associated with a portfolio group
2073
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which the accounts are linked.
2074
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
2075
- def list_portfolio_accounts_with_http_info(portfolio_group_id:, extra: {})
2076
-
2077
- list_portfolio_accounts_with_http_info_impl(portfolio_group_id, extra)
2078
- end
2079
-
2080
- # Get all accounts associated with a portfolio group
2081
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which the accounts are linked.
2082
- # @param [Hash] opts the optional parameters
2083
- # @return [Array<Account>]
2084
- def list_portfolio_accounts_impl(portfolio_group_id, opts = {})
2085
- data, _status_code, _headers = list_portfolio_accounts_with_http_info(portfolio_group_id, opts)
2086
- data
2087
- end
2088
-
2089
- # Get all accounts associated with a portfolio group
2090
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which the accounts are linked.
2091
- # @param [Hash] opts the optional parameters
2092
- # @return [Array<(Array<Account>, Integer, Hash)>] Array<Account> data, response status code and response headers
2093
- def list_portfolio_accounts_with_http_info_impl(portfolio_group_id, opts = {})
2094
- if @api_client.config.debugging
2095
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.list_portfolio_accounts ...'
2096
- end
2097
- # verify the required parameter 'portfolio_group_id' is set
2098
- if @api_client.config.client_side_validation && portfolio_group_id.nil?
2099
- fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling PortfolioManagementApi.list_portfolio_accounts"
2100
- end
2101
- # resource path
2102
- local_var_path = '/portfolioGroups/{portfolioGroupId}/accounts'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s))
2103
-
2104
- # query parameters
2105
- query_params = opts[:query_params] || {}
2106
-
2107
- # header parameters
2108
- header_params = opts[:header_params] || {}
2109
- # HTTP header 'Accept' (if needed)
2110
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
2111
-
2112
- # form parameters
2113
- form_params = opts[:form_params] || {}
2114
-
2115
- # http body (model)
2116
- post_body = opts[:debug_body]
2117
-
2118
- # return_type
2119
- return_type = opts[:debug_return_type] || 'Array<Account>'
2120
-
2121
- # auth_names
2122
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
2123
-
2124
- new_options = opts.merge(
2125
- :operation => :"PortfolioManagementApi.list_portfolio_accounts",
2126
- :header_params => header_params,
2127
- :query_params => query_params,
2128
- :form_params => form_params,
2129
- :body => post_body,
2130
- :auth_names => auth_names,
2131
- :return_type => return_type
2132
- )
2133
-
2134
- data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
2135
- if @api_client.config.debugging
2136
- @api_client.config.logger.debug "API called: PortfolioManagementApi#list_portfolio_accounts\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
2137
- end
2138
- return data, status_code, headers, response
2139
- end
2140
-
2141
-
2142
- # Updates model portfolio object
2143
- # @param model_portfolio_id [String] The ID of the model portfolio to update.
2144
- # @param model_portfolio [ModelPortfolio]
2145
- # @param model_portfolio_security [Array<ModelPortfolioSecurity>]
2146
- # @param model_portfolio_asset_class [Array<ModelPortfolioAssetClass>]
2147
- # @param body [ModelPortfolioDetails] Use this endpoint change model asset class name and to add or remove a model portfolio security/model portfolio asset class. &lt;br /&gt;&lt;br /&gt; * The model portfolio name and model portfolio model type is required. &lt;br /&gt; * The model portfolio model type must be either 0 or 1. [0 -&gt; Securities based, 1 -&gt; Asset Class based] &lt;br /&gt;&lt;br /&gt; * If the model portfolio type is 0, the model portfolio asset class must be an empty array. &lt;br /&gt; * If the model portfolio type is 1, the model portfolio security must be an empty array. &lt;br /&gt;&lt;br /&gt; * When updating the model portfolio security, the percent is required. Only the symbol id is required for the symbol object &lt;br /&gt; * When updating the model portfolio asset classes, the percent is required. Only the model asset class id is required for the model asset class object &lt;br /&gt;&lt;br /&gt; * To remove all model portfolio securities or model portfolio asset class, set then to an empty array
2148
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
2149
- def modify_model_portfolio_by_id(model_portfolio_id:, model_portfolio: SENTINEL, model_portfolio_security: SENTINEL, model_portfolio_asset_class: SENTINEL, extra: {})
2150
- _body = {}
2151
- _body[:model_portfolio] = model_portfolio if model_portfolio != SENTINEL
2152
- _body[:model_portfolio_security] = model_portfolio_security if model_portfolio_security != SENTINEL
2153
- _body[:model_portfolio_asset_class] = model_portfolio_asset_class if model_portfolio_asset_class != SENTINEL
2154
- model_portfolio_details = _body
2155
-
2156
- modify_model_portfolio_by_id_with_http_info_impl(model_portfolio_id, model_portfolio_details, extra)
2157
- nil
2158
- end
2159
-
2160
- # Updates model portfolio object
2161
- # @param model_portfolio_id [String] The ID of the model portfolio to update.
2162
- # @param model_portfolio [ModelPortfolio]
2163
- # @param model_portfolio_security [Array<ModelPortfolioSecurity>]
2164
- # @param model_portfolio_asset_class [Array<ModelPortfolioAssetClass>]
2165
- # @param body [ModelPortfolioDetails] Use this endpoint change model asset class name and to add or remove a model portfolio security/model portfolio asset class. &lt;br /&gt;&lt;br /&gt; * The model portfolio name and model portfolio model type is required. &lt;br /&gt; * The model portfolio model type must be either 0 or 1. [0 -&gt; Securities based, 1 -&gt; Asset Class based] &lt;br /&gt;&lt;br /&gt; * If the model portfolio type is 0, the model portfolio asset class must be an empty array. &lt;br /&gt; * If the model portfolio type is 1, the model portfolio security must be an empty array. &lt;br /&gt;&lt;br /&gt; * When updating the model portfolio security, the percent is required. Only the symbol id is required for the symbol object &lt;br /&gt; * When updating the model portfolio asset classes, the percent is required. Only the model asset class id is required for the model asset class object &lt;br /&gt;&lt;br /&gt; * To remove all model portfolio securities or model portfolio asset class, set then to an empty array
2166
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
2167
- def modify_model_portfolio_by_id_with_http_info(model_portfolio_id:, model_portfolio: SENTINEL, model_portfolio_security: SENTINEL, model_portfolio_asset_class: SENTINEL, extra: {})
2168
- _body = {}
2169
- _body[:model_portfolio] = model_portfolio if model_portfolio != SENTINEL
2170
- _body[:model_portfolio_security] = model_portfolio_security if model_portfolio_security != SENTINEL
2171
- _body[:model_portfolio_asset_class] = model_portfolio_asset_class if model_portfolio_asset_class != SENTINEL
2172
- model_portfolio_details = _body
2173
-
2174
- modify_model_portfolio_by_id_with_http_info_impl(model_portfolio_id, model_portfolio_details, extra)
2175
- end
2176
-
2177
- # Updates model portfolio object
2178
- # @param model_portfolio_id [String] The ID of the model portfolio to update.
2179
- # @param model_portfolio_details [ModelPortfolioDetails] Use this endpoint change model asset class name and to add or remove a model portfolio security/model portfolio asset class. &lt;br /&gt;&lt;br /&gt; * The model portfolio name and model portfolio model type is required. &lt;br /&gt; * The model portfolio model type must be either 0 or 1. [0 -&gt; Securities based, 1 -&gt; Asset Class based] &lt;br /&gt;&lt;br /&gt; * If the model portfolio type is 0, the model portfolio asset class must be an empty array. &lt;br /&gt; * If the model portfolio type is 1, the model portfolio security must be an empty array. &lt;br /&gt;&lt;br /&gt; * When updating the model portfolio security, the percent is required. Only the symbol id is required for the symbol object &lt;br /&gt; * When updating the model portfolio asset classes, the percent is required. Only the model asset class id is required for the model asset class object &lt;br /&gt;&lt;br /&gt; * To remove all model portfolio securities or model portfolio asset class, set then to an empty array
2180
- # @param [Hash] opts the optional parameters
2181
- # @return [nil]
2182
- def modify_model_portfolio_by_id_impl(model_portfolio_id, model_portfolio_details, opts = {})
2183
- modify_model_portfolio_by_id_with_http_info(model_portfolio_id, model_portfolio_details, opts)
2184
- nil
2185
- end
2186
-
2187
- # Updates model portfolio object
2188
- # @param model_portfolio_id [String] The ID of the model portfolio to update.
2189
- # @param model_portfolio_details [ModelPortfolioDetails] Use this endpoint change model asset class name and to add or remove a model portfolio security/model portfolio asset class. &lt;br /&gt;&lt;br /&gt; * The model portfolio name and model portfolio model type is required. &lt;br /&gt; * The model portfolio model type must be either 0 or 1. [0 -&gt; Securities based, 1 -&gt; Asset Class based] &lt;br /&gt;&lt;br /&gt; * If the model portfolio type is 0, the model portfolio asset class must be an empty array. &lt;br /&gt; * If the model portfolio type is 1, the model portfolio security must be an empty array. &lt;br /&gt;&lt;br /&gt; * When updating the model portfolio security, the percent is required. Only the symbol id is required for the symbol object &lt;br /&gt; * When updating the model portfolio asset classes, the percent is required. Only the model asset class id is required for the model asset class object &lt;br /&gt;&lt;br /&gt; * To remove all model portfolio securities or model portfolio asset class, set then to an empty array
2190
- # @param [Hash] opts the optional parameters
2191
- # @return [Array<(nil, Integer, Hash)>] nil, response status code and response headers
2192
- def modify_model_portfolio_by_id_with_http_info_impl(model_portfolio_id, model_portfolio_details, opts = {})
2193
- if @api_client.config.debugging
2194
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.modify_model_portfolio_by_id ...'
2195
- end
2196
- # verify the required parameter 'model_portfolio_id' is set
2197
- if @api_client.config.client_side_validation && model_portfolio_id.nil?
2198
- fail ArgumentError, "Missing the required parameter 'model_portfolio_id' when calling PortfolioManagementApi.modify_model_portfolio_by_id"
2199
- end
2200
- # verify the required parameter 'model_portfolio_details' is set
2201
- if @api_client.config.client_side_validation && model_portfolio_details.nil?
2202
- fail ArgumentError, "Missing the required parameter 'model_portfolio_details' when calling PortfolioManagementApi.modify_model_portfolio_by_id"
2203
- end
2204
- # resource path
2205
- local_var_path = '/modelPortfolio/{modelPortfolioId}'.sub('{' + 'modelPortfolioId' + '}', CGI.escape(model_portfolio_id.to_s))
2206
-
2207
- # query parameters
2208
- query_params = opts[:query_params] || {}
2209
-
2210
- # header parameters
2211
- header_params = opts[:header_params] || {}
2212
- # HTTP header 'Content-Type'
2213
- content_type = @api_client.select_header_content_type(['application/json'])
2214
- if !content_type.nil?
2215
- header_params['Content-Type'] = content_type
2216
- end
2217
-
2218
- # form parameters
2219
- form_params = opts[:form_params] || {}
2220
-
2221
- # http body (model)
2222
- post_body = opts[:debug_body] || @api_client.object_to_http_body(model_portfolio_details)
2223
-
2224
- # return_type
2225
- return_type = opts[:debug_return_type]
2226
-
2227
- # auth_names
2228
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
2229
-
2230
- new_options = opts.merge(
2231
- :operation => :"PortfolioManagementApi.modify_model_portfolio_by_id",
2232
- :header_params => header_params,
2233
- :query_params => query_params,
2234
- :form_params => form_params,
2235
- :body => post_body,
2236
- :auth_names => auth_names,
2237
- :return_type => return_type
2238
- )
2239
-
2240
- data, status_code, headers, response = @api_client.call_api(:POST, local_var_path, new_options)
2241
- if @api_client.config.debugging
2242
- @api_client.config.logger.debug "API called: PortfolioManagementApi#modify_model_portfolio_by_id\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
2243
- end
2244
- return data, status_code, headers, response
2245
- end
2246
-
2247
-
2248
- # Update an existing target portfolio.
2249
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to update.
2250
- # @param id [String]
2251
- # @param name [String]
2252
- # @param body [Hash<String, Object>]
2253
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
2254
- def save_portfolio(portfolio_group_id:, id: SENTINEL, name: SENTINEL, extra: {})
2255
- _body = {}
2256
- _body[:id] = id if id != SENTINEL
2257
- _body[:name] = name if name != SENTINEL
2258
- request_body = _body
2259
-
2260
- data, _status_code, _headers = save_portfolio_with_http_info_impl(portfolio_group_id, request_body, extra)
2261
- data
2262
- end
2263
-
2264
- # Update an existing target portfolio.
2265
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to update.
2266
- # @param id [String]
2267
- # @param name [String]
2268
- # @param body [Hash<String, Object>]
2269
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
2270
- def save_portfolio_with_http_info(portfolio_group_id:, id: SENTINEL, name: SENTINEL, extra: {})
2271
- _body = {}
2272
- _body[:id] = id if id != SENTINEL
2273
- _body[:name] = name if name != SENTINEL
2274
- request_body = _body
2275
-
2276
- save_portfolio_with_http_info_impl(portfolio_group_id, request_body, extra)
2277
- end
2278
-
2279
- # Update an existing target portfolio.
2280
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to update.
2281
- # @param request_body [Hash<String, Object>]
2282
- # @param [Hash] opts the optional parameters
2283
- # @return [PortfolioGroup]
2284
- def save_portfolio_impl(portfolio_group_id, request_body, opts = {})
2285
- data, _status_code, _headers = save_portfolio_with_http_info(portfolio_group_id, request_body, opts)
2286
- data
2287
- end
2288
-
2289
- # Update an existing target portfolio.
2290
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to update.
2291
- # @param request_body [Hash<String, Object>]
2292
- # @param [Hash] opts the optional parameters
2293
- # @return [Array<(PortfolioGroup, Integer, Hash)>] PortfolioGroup data, response status code and response headers
2294
- def save_portfolio_with_http_info_impl(portfolio_group_id, request_body, opts = {})
2295
- if @api_client.config.debugging
2296
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.save_portfolio ...'
2297
- end
2298
- # verify the required parameter 'portfolio_group_id' is set
2299
- if @api_client.config.client_side_validation && portfolio_group_id.nil?
2300
- fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling PortfolioManagementApi.save_portfolio"
2301
- end
2302
- # verify the required parameter 'request_body' is set
2303
- if @api_client.config.client_side_validation && request_body.nil?
2304
- fail ArgumentError, "Missing the required parameter 'request_body' when calling PortfolioManagementApi.save_portfolio"
2305
- end
2306
- # resource path
2307
- local_var_path = '/portfolioGroups/{portfolioGroupId}'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s))
2308
-
2309
- # query parameters
2310
- query_params = opts[:query_params] || {}
2311
-
2312
- # header parameters
2313
- header_params = opts[:header_params] || {}
2314
- # HTTP header 'Accept' (if needed)
2315
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
2316
- # HTTP header 'Content-Type'
2317
- content_type = @api_client.select_header_content_type(['application/json'])
2318
- if !content_type.nil?
2319
- header_params['Content-Type'] = content_type
2320
- end
2321
-
2322
- # form parameters
2323
- form_params = opts[:form_params] || {}
2324
-
2325
- # http body (model)
2326
- post_body = opts[:debug_body] || @api_client.object_to_http_body(request_body)
2327
-
2328
- # return_type
2329
- return_type = opts[:debug_return_type] || 'PortfolioGroup'
2330
-
2331
- # auth_names
2332
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
2333
-
2334
- new_options = opts.merge(
2335
- :operation => :"PortfolioManagementApi.save_portfolio",
2336
- :header_params => header_params,
2337
- :query_params => query_params,
2338
- :form_params => form_params,
2339
- :body => post_body,
2340
- :auth_names => auth_names,
2341
- :return_type => return_type
2342
- )
2343
-
2344
- data, status_code, headers, response = @api_client.call_api(:PATCH, local_var_path, new_options)
2345
- if @api_client.config.debugging
2346
- @api_client.config.logger.debug "API called: PortfolioManagementApi#save_portfolio\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
2347
- end
2348
- return data, status_code, headers, response
2349
- end
2350
-
2351
-
2352
- # Search for symbols limited to brokerages under the specified portfolio group
2353
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to search under
2354
- # @param substring [String]
2355
- # @param body [SymbolQuery]
2356
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
2357
- def search_portfolio_symbols(portfolio_group_id:, substring: SENTINEL, extra: {})
2358
- _body = {}
2359
- _body[:substring] = substring if substring != SENTINEL
2360
- extra[:symbol_query] = _body if !_body.empty?
2361
-
2362
- data, _status_code, _headers = search_portfolio_symbols_with_http_info_impl(portfolio_group_id, extra)
2363
- data
2364
- end
2365
-
2366
- # Search for symbols limited to brokerages under the specified portfolio group
2367
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to search under
2368
- # @param substring [String]
2369
- # @param body [SymbolQuery]
2370
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
2371
- def search_portfolio_symbols_with_http_info(portfolio_group_id:, substring: SENTINEL, extra: {})
2372
- _body = {}
2373
- _body[:substring] = substring if substring != SENTINEL
2374
- extra[:symbol_query] = _body if !_body.empty?
2375
-
2376
- search_portfolio_symbols_with_http_info_impl(portfolio_group_id, extra)
2377
- end
2378
-
2379
- # Search for symbols limited to brokerages under the specified portfolio group
2380
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to search under
2381
- # @param [Hash] opts the optional parameters
2382
- # @option opts [SymbolQuery] :symbol_query
2383
- # @return [Array<UniversalSymbol>]
2384
- def search_portfolio_symbols_impl(portfolio_group_id, opts = {})
2385
- data, _status_code, _headers = search_portfolio_symbols_with_http_info(portfolio_group_id, opts)
2386
- data
2387
- end
2388
-
2389
- # Search for symbols limited to brokerages under the specified portfolio group
2390
- # @param portfolio_group_id [String] The ID of the PortfolioGroup to search under
2391
- # @param [Hash] opts the optional parameters
2392
- # @option opts [SymbolQuery] :symbol_query
2393
- # @return [Array<(Array<UniversalSymbol>, Integer, Hash)>] Array<UniversalSymbol> data, response status code and response headers
2394
- def search_portfolio_symbols_with_http_info_impl(portfolio_group_id, opts = {})
2395
- if @api_client.config.debugging
2396
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.search_portfolio_symbols ...'
2397
- end
2398
- # verify the required parameter 'portfolio_group_id' is set
2399
- if @api_client.config.client_side_validation && portfolio_group_id.nil?
2400
- fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling PortfolioManagementApi.search_portfolio_symbols"
2401
- end
2402
- # resource path
2403
- local_var_path = '/portfolioGroups/{portfolioGroupId}/symbols'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s))
2404
-
2405
- # query parameters
2406
- query_params = opts[:query_params] || {}
2407
-
2408
- # header parameters
2409
- header_params = opts[:header_params] || {}
2410
- # HTTP header 'Accept' (if needed)
2411
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
2412
- # HTTP header 'Content-Type'
2413
- content_type = @api_client.select_header_content_type(['application/json'])
2414
- if !content_type.nil?
2415
- header_params['Content-Type'] = content_type
2416
- end
2417
-
2418
- # form parameters
2419
- form_params = opts[:form_params] || {}
2420
-
2421
- # http body (model)
2422
- post_body = opts[:debug_body] || @api_client.object_to_http_body(opts[:'symbol_query'])
2423
-
2424
- # return_type
2425
- return_type = opts[:debug_return_type] || 'Array<UniversalSymbol>'
2426
-
2427
- # auth_names
2428
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
2429
-
2430
- new_options = opts.merge(
2431
- :operation => :"PortfolioManagementApi.search_portfolio_symbols",
2432
- :header_params => header_params,
2433
- :query_params => query_params,
2434
- :form_params => form_params,
2435
- :body => post_body,
2436
- :auth_names => auth_names,
2437
- :return_type => return_type
2438
- )
2439
-
2440
- data, status_code, headers, response = @api_client.call_api(:POST, local_var_path, new_options)
2441
- if @api_client.config.debugging
2442
- @api_client.config.logger.debug "API called: PortfolioManagementApi#search_portfolio_symbols\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
2443
- end
2444
- return data, status_code, headers, response
2445
- end
2446
-
2447
-
2448
- # Set a new list of target assets under the specified PortfolioGroup. All existing target assets under this portfolio group will be replaced with the new list.
2449
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to create the target asset.
2450
- # @param body [Array<TargetAsset>]
2451
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
2452
- def set_portfolio_targets(portfolio_group_id:, body: SENTINEL, extra: {})
2453
- extra[:target_asset] = body if body != SENTINEL
2454
-
2455
- data, _status_code, _headers = set_portfolio_targets_with_http_info_impl(portfolio_group_id, extra)
2456
- data
2457
- end
2458
-
2459
- # Set a new list of target assets under the specified PortfolioGroup. All existing target assets under this portfolio group will be replaced with the new list.
2460
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to create the target asset.
2461
- # @param body [Array<TargetAsset>]
2462
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
2463
- def set_portfolio_targets_with_http_info(portfolio_group_id:, body: SENTINEL, extra: {})
2464
- extra[:target_asset] = body if body != SENTINEL
2465
-
2466
- set_portfolio_targets_with_http_info_impl(portfolio_group_id, extra)
2467
- end
2468
-
2469
- # Set a new list of target assets under the specified PortfolioGroup. All existing target assets under this portfolio group will be replaced with the new list.
2470
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to create the target asset.
2471
- # @param [Hash] opts the optional parameters
2472
- # @option opts [Array<TargetAsset>] :target_asset
2473
- # @return [Array<TargetAsset>]
2474
- def set_portfolio_targets_impl(portfolio_group_id, opts = {})
2475
- data, _status_code, _headers = set_portfolio_targets_with_http_info(portfolio_group_id, opts)
2476
- data
2477
- end
2478
-
2479
- # Set a new list of target assets under the specified PortfolioGroup. All existing target assets under this portfolio group will be replaced with the new list.
2480
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to create the target asset.
2481
- # @param [Hash] opts the optional parameters
2482
- # @option opts [Array<TargetAsset>] :target_asset
2483
- # @return [Array<(Array<TargetAsset>, Integer, Hash)>] Array<TargetAsset> data, response status code and response headers
2484
- def set_portfolio_targets_with_http_info_impl(portfolio_group_id, opts = {})
2485
- if @api_client.config.debugging
2486
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.set_portfolio_targets ...'
2487
- end
2488
- # verify the required parameter 'portfolio_group_id' is set
2489
- if @api_client.config.client_side_validation && portfolio_group_id.nil?
2490
- fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling PortfolioManagementApi.set_portfolio_targets"
2491
- end
2492
- # resource path
2493
- local_var_path = '/portfolioGroups/{portfolioGroupId}/targets'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s))
2494
-
2495
- # query parameters
2496
- query_params = opts[:query_params] || {}
2497
-
2498
- # header parameters
2499
- header_params = opts[:header_params] || {}
2500
- # HTTP header 'Accept' (if needed)
2501
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
2502
- # HTTP header 'Content-Type'
2503
- content_type = @api_client.select_header_content_type(['application/json'])
2504
- if !content_type.nil?
2505
- header_params['Content-Type'] = content_type
2506
- end
2507
-
2508
- # form parameters
2509
- form_params = opts[:form_params] || {}
2510
-
2511
- # http body (model)
2512
- post_body = opts[:debug_body] || @api_client.object_to_http_body(opts[:'target_asset'])
2513
-
2514
- # return_type
2515
- return_type = opts[:debug_return_type] || 'Array<TargetAsset>'
2516
-
2517
- # auth_names
2518
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
2519
-
2520
- new_options = opts.merge(
2521
- :operation => :"PortfolioManagementApi.set_portfolio_targets",
2522
- :header_params => header_params,
2523
- :query_params => query_params,
2524
- :form_params => form_params,
2525
- :body => post_body,
2526
- :auth_names => auth_names,
2527
- :return_type => return_type
2528
- )
2529
-
2530
- data, status_code, headers, response = @api_client.call_api(:POST, local_var_path, new_options)
2531
- if @api_client.config.debugging
2532
- @api_client.config.logger.debug "API called: PortfolioManagementApi#set_portfolio_targets\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
2533
- end
2534
- return data, status_code, headers, response
2535
- end
2536
-
2537
-
2538
- # Updates model asset class objects
2539
- # @param model_asset_class_id [String] The ID of the model asset class to update.
2540
- # @param user_id [String]
2541
- # @param user_secret [String]
2542
- # @param model_asset_class [ModelAssetClass]
2543
- # @param model_asset_class_target [Array<ModelAssetClassTarget>]
2544
- # @param body [ModelAssetClassDetails] Use this endpoint change model asset class name and to add or remove a model asset class target. &lt;br /&gt;&lt;br /&gt; * Only the model asset class name is required for the model asset class object. &lt;br /&gt; * Only the symbol id is required for the symbol object in the model asset class target object. &lt;br /&gt; * To remove all model asset class targets, set the model asset class target as an empty array
2545
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
2546
- def update_asset_class(model_asset_class_id:, user_id:, user_secret:, model_asset_class: SENTINEL, model_asset_class_target: SENTINEL, extra: {})
2547
- _body = {}
2548
- _body[:model_asset_class] = model_asset_class if model_asset_class != SENTINEL
2549
- _body[:model_asset_class_target] = model_asset_class_target if model_asset_class_target != SENTINEL
2550
- model_asset_class_details = _body
2551
-
2552
- update_asset_class_with_http_info_impl(model_asset_class_id, user_id, user_secret, model_asset_class_details, extra)
2553
- nil
2554
- end
2555
-
2556
- # Updates model asset class objects
2557
- # @param model_asset_class_id [String] The ID of the model asset class to update.
2558
- # @param user_id [String]
2559
- # @param user_secret [String]
2560
- # @param model_asset_class [ModelAssetClass]
2561
- # @param model_asset_class_target [Array<ModelAssetClassTarget>]
2562
- # @param body [ModelAssetClassDetails] Use this endpoint change model asset class name and to add or remove a model asset class target. &lt;br /&gt;&lt;br /&gt; * Only the model asset class name is required for the model asset class object. &lt;br /&gt; * Only the symbol id is required for the symbol object in the model asset class target object. &lt;br /&gt; * To remove all model asset class targets, set the model asset class target as an empty array
2563
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
2564
- def update_asset_class_with_http_info(model_asset_class_id:, user_id:, user_secret:, model_asset_class: SENTINEL, model_asset_class_target: SENTINEL, extra: {})
2565
- _body = {}
2566
- _body[:model_asset_class] = model_asset_class if model_asset_class != SENTINEL
2567
- _body[:model_asset_class_target] = model_asset_class_target if model_asset_class_target != SENTINEL
2568
- model_asset_class_details = _body
2569
-
2570
- update_asset_class_with_http_info_impl(model_asset_class_id, user_id, user_secret, model_asset_class_details, extra)
2571
- end
2572
-
2573
- # Updates model asset class objects
2574
- # @param model_asset_class_id [String] The ID of the model asset class to update.
2575
- # @param user_id [String]
2576
- # @param user_secret [String]
2577
- # @param model_asset_class_details [ModelAssetClassDetails] Use this endpoint change model asset class name and to add or remove a model asset class target. &lt;br /&gt;&lt;br /&gt; * Only the model asset class name is required for the model asset class object. &lt;br /&gt; * Only the symbol id is required for the symbol object in the model asset class target object. &lt;br /&gt; * To remove all model asset class targets, set the model asset class target as an empty array
2578
- # @param [Hash] opts the optional parameters
2579
- # @return [nil]
2580
- def update_asset_class_impl(model_asset_class_id, user_id, user_secret, model_asset_class_details, opts = {})
2581
- update_asset_class_with_http_info(model_asset_class_id, user_id, user_secret, model_asset_class_details, opts)
2582
- nil
2583
- end
2584
-
2585
- # Updates model asset class objects
2586
- # @param model_asset_class_id [String] The ID of the model asset class to update.
2587
- # @param user_id [String]
2588
- # @param user_secret [String]
2589
- # @param model_asset_class_details [ModelAssetClassDetails] Use this endpoint change model asset class name and to add or remove a model asset class target. &lt;br /&gt;&lt;br /&gt; * Only the model asset class name is required for the model asset class object. &lt;br /&gt; * Only the symbol id is required for the symbol object in the model asset class target object. &lt;br /&gt; * To remove all model asset class targets, set the model asset class target as an empty array
2590
- # @param [Hash] opts the optional parameters
2591
- # @return [Array<(nil, Integer, Hash)>] nil, response status code and response headers
2592
- def update_asset_class_with_http_info_impl(model_asset_class_id, user_id, user_secret, model_asset_class_details, opts = {})
2593
- if @api_client.config.debugging
2594
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.update_asset_class ...'
2595
- end
2596
- # verify the required parameter 'model_asset_class_id' is set
2597
- if @api_client.config.client_side_validation && model_asset_class_id.nil?
2598
- fail ArgumentError, "Missing the required parameter 'model_asset_class_id' when calling PortfolioManagementApi.update_asset_class"
2599
- end
2600
- # verify the required parameter 'user_id' is set
2601
- if @api_client.config.client_side_validation && user_id.nil?
2602
- fail ArgumentError, "Missing the required parameter 'user_id' when calling PortfolioManagementApi.update_asset_class"
2603
- end
2604
- # verify the required parameter 'user_secret' is set
2605
- if @api_client.config.client_side_validation && user_secret.nil?
2606
- fail ArgumentError, "Missing the required parameter 'user_secret' when calling PortfolioManagementApi.update_asset_class"
2607
- end
2608
- # verify the required parameter 'model_asset_class_details' is set
2609
- if @api_client.config.client_side_validation && model_asset_class_details.nil?
2610
- fail ArgumentError, "Missing the required parameter 'model_asset_class_details' when calling PortfolioManagementApi.update_asset_class"
2611
- end
2612
- # resource path
2613
- local_var_path = '/modelAssetClass/{modelAssetClassId}'.sub('{' + 'modelAssetClassId' + '}', CGI.escape(model_asset_class_id.to_s))
2614
-
2615
- # query parameters
2616
- query_params = opts[:query_params] || {}
2617
- query_params[:'userId'] = user_id
2618
- query_params[:'userSecret'] = user_secret
2619
-
2620
- # header parameters
2621
- header_params = opts[:header_params] || {}
2622
- # HTTP header 'Content-Type'
2623
- content_type = @api_client.select_header_content_type(['application/json'])
2624
- if !content_type.nil?
2625
- header_params['Content-Type'] = content_type
2626
- end
2627
-
2628
- # form parameters
2629
- form_params = opts[:form_params] || {}
2630
-
2631
- # http body (model)
2632
- post_body = opts[:debug_body] || @api_client.object_to_http_body(model_asset_class_details)
2633
-
2634
- # return_type
2635
- return_type = opts[:debug_return_type]
2636
-
2637
- # auth_names
2638
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
2639
-
2640
- new_options = opts.merge(
2641
- :operation => :"PortfolioManagementApi.update_asset_class",
2642
- :header_params => header_params,
2643
- :query_params => query_params,
2644
- :form_params => form_params,
2645
- :body => post_body,
2646
- :auth_names => auth_names,
2647
- :return_type => return_type
2648
- )
2649
-
2650
- data, status_code, headers, response = @api_client.call_api(:POST, local_var_path, new_options)
2651
- if @api_client.config.debugging
2652
- @api_client.config.logger.debug "API called: PortfolioManagementApi#update_asset_class\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
2653
- end
2654
- return data, status_code, headers, response
2655
- end
2656
-
2657
-
2658
- # Updates portfolio group settings
2659
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to patch the settings.
2660
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
2661
- def update_portfolio_settings(portfolio_group_id:, extra: {})
2662
-
2663
- data, _status_code, _headers = update_portfolio_settings_with_http_info_impl(portfolio_group_id, extra)
2664
- data
2665
- end
2666
-
2667
- # Updates portfolio group settings
2668
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to patch the settings.
2669
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
2670
- def update_portfolio_settings_with_http_info(portfolio_group_id:, extra: {})
2671
-
2672
- update_portfolio_settings_with_http_info_impl(portfolio_group_id, extra)
2673
- end
2674
-
2675
- # Updates portfolio group settings
2676
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to patch the settings.
2677
- # @param [Hash] opts the optional parameters
2678
- # @return [PortfolioGroupSettings]
2679
- def update_portfolio_settings_impl(portfolio_group_id, opts = {})
2680
- data, _status_code, _headers = update_portfolio_settings_with_http_info(portfolio_group_id, opts)
2681
- data
2682
- end
2683
-
2684
- # Updates portfolio group settings
2685
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to patch the settings.
2686
- # @param [Hash] opts the optional parameters
2687
- # @return [Array<(PortfolioGroupSettings, Integer, Hash)>] PortfolioGroupSettings data, response status code and response headers
2688
- def update_portfolio_settings_with_http_info_impl(portfolio_group_id, opts = {})
2689
- if @api_client.config.debugging
2690
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.update_portfolio_settings ...'
2691
- end
2692
- # verify the required parameter 'portfolio_group_id' is set
2693
- if @api_client.config.client_side_validation && portfolio_group_id.nil?
2694
- fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling PortfolioManagementApi.update_portfolio_settings"
2695
- end
2696
- # resource path
2697
- local_var_path = '/portfolioGroups/{portfolioGroupId}/settings'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s))
2698
-
2699
- # query parameters
2700
- query_params = opts[:query_params] || {}
2701
-
2702
- # header parameters
2703
- header_params = opts[:header_params] || {}
2704
- # HTTP header 'Accept' (if needed)
2705
- header_params['Accept'] = @api_client.select_header_accept(['*/*'])
2706
-
2707
- # form parameters
2708
- form_params = opts[:form_params] || {}
2709
-
2710
- # http body (model)
2711
- post_body = opts[:debug_body]
2712
-
2713
- # return_type
2714
- return_type = opts[:debug_return_type] || 'PortfolioGroupSettings'
2715
-
2716
- # auth_names
2717
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
2718
-
2719
- new_options = opts.merge(
2720
- :operation => :"PortfolioManagementApi.update_portfolio_settings",
2721
- :header_params => header_params,
2722
- :query_params => query_params,
2723
- :form_params => form_params,
2724
- :body => post_body,
2725
- :auth_names => auth_names,
2726
- :return_type => return_type
2727
- )
2728
-
2729
- data, status_code, headers, response = @api_client.call_api(:PATCH, local_var_path, new_options)
2730
- if @api_client.config.debugging
2731
- @api_client.config.logger.debug "API called: PortfolioManagementApi#update_portfolio_settings\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
2732
- end
2733
- return data, status_code, headers, response
2734
- end
2735
-
2736
-
2737
- # Update a TargetAsset under the specified PortfolioGroup.
2738
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to patch the target asset.
2739
- # @param target_asset_id [String] The ID of the TargetAsset to patch.
2740
- # @param id [String]
2741
- # @param symbol [UniversalSymbol]
2742
- # @param percent [Float]
2743
- # @param is_supported [Boolean]
2744
- # @param is_excluded [Boolean]
2745
- # @param meta [Hash<String, Object>]
2746
- # @param body [TargetAsset]
2747
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
2748
- def update_portfolio_target_by_id(portfolio_group_id:, target_asset_id:, id: SENTINEL, symbol: SENTINEL, percent: SENTINEL, is_supported: SENTINEL, is_excluded: SENTINEL, meta: SENTINEL, extra: {})
2749
- _body = {}
2750
- _body[:id] = id if id != SENTINEL
2751
- _body[:symbol] = symbol if symbol != SENTINEL
2752
- _body[:percent] = percent if percent != SENTINEL
2753
- _body[:is_supported] = is_supported if is_supported != SENTINEL
2754
- _body[:is_excluded] = is_excluded if is_excluded != SENTINEL
2755
- _body[:meta] = meta if meta != SENTINEL
2756
- target_asset = _body
2757
-
2758
- data, _status_code, _headers = update_portfolio_target_by_id_with_http_info_impl(portfolio_group_id, target_asset_id, target_asset, extra)
2759
- data
2760
- end
2761
-
2762
- # Update a TargetAsset under the specified PortfolioGroup.
2763
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to patch the target asset.
2764
- # @param target_asset_id [String] The ID of the TargetAsset to patch.
2765
- # @param id [String]
2766
- # @param symbol [UniversalSymbol]
2767
- # @param percent [Float]
2768
- # @param is_supported [Boolean]
2769
- # @param is_excluded [Boolean]
2770
- # @param meta [Hash<String, Object>]
2771
- # @param body [TargetAsset]
2772
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
2773
- def update_portfolio_target_by_id_with_http_info(portfolio_group_id:, target_asset_id:, id: SENTINEL, symbol: SENTINEL, percent: SENTINEL, is_supported: SENTINEL, is_excluded: SENTINEL, meta: SENTINEL, extra: {})
2774
- _body = {}
2775
- _body[:id] = id if id != SENTINEL
2776
- _body[:symbol] = symbol if symbol != SENTINEL
2777
- _body[:percent] = percent if percent != SENTINEL
2778
- _body[:is_supported] = is_supported if is_supported != SENTINEL
2779
- _body[:is_excluded] = is_excluded if is_excluded != SENTINEL
2780
- _body[:meta] = meta if meta != SENTINEL
2781
- target_asset = _body
2782
-
2783
- update_portfolio_target_by_id_with_http_info_impl(portfolio_group_id, target_asset_id, target_asset, extra)
2784
- end
2785
-
2786
- # Update a TargetAsset under the specified PortfolioGroup.
2787
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to patch the target asset.
2788
- # @param target_asset_id [String] The ID of the TargetAsset to patch.
2789
- # @param target_asset [TargetAsset]
2790
- # @param [Hash] opts the optional parameters
2791
- # @return [TargetAsset]
2792
- def update_portfolio_target_by_id_impl(portfolio_group_id, target_asset_id, target_asset, opts = {})
2793
- data, _status_code, _headers = update_portfolio_target_by_id_with_http_info(portfolio_group_id, target_asset_id, target_asset, opts)
2794
- data
2795
- end
2796
-
2797
- # Update a TargetAsset under the specified PortfolioGroup.
2798
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to patch the target asset.
2799
- # @param target_asset_id [String] The ID of the TargetAsset to patch.
2800
- # @param target_asset [TargetAsset]
2801
- # @param [Hash] opts the optional parameters
2802
- # @return [Array<(TargetAsset, Integer, Hash)>] TargetAsset data, response status code and response headers
2803
- def update_portfolio_target_by_id_with_http_info_impl(portfolio_group_id, target_asset_id, target_asset, opts = {})
2804
- if @api_client.config.debugging
2805
- @api_client.config.logger.debug 'Calling API: PortfolioManagementApi.update_portfolio_target_by_id ...'
2806
- end
2807
- # verify the required parameter 'portfolio_group_id' is set
2808
- if @api_client.config.client_side_validation && portfolio_group_id.nil?
2809
- fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling PortfolioManagementApi.update_portfolio_target_by_id"
2810
- end
2811
- # verify the required parameter 'target_asset_id' is set
2812
- if @api_client.config.client_side_validation && target_asset_id.nil?
2813
- fail ArgumentError, "Missing the required parameter 'target_asset_id' when calling PortfolioManagementApi.update_portfolio_target_by_id"
2814
- end
2815
- # verify the required parameter 'target_asset' is set
2816
- if @api_client.config.client_side_validation && target_asset.nil?
2817
- fail ArgumentError, "Missing the required parameter 'target_asset' when calling PortfolioManagementApi.update_portfolio_target_by_id"
2818
- end
2819
- # resource path
2820
- local_var_path = '/portfolioGroups/{portfolioGroupId}/targets/{targetAssetId}'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s)).sub('{' + 'targetAssetId' + '}', CGI.escape(target_asset_id.to_s))
2821
-
2822
- # query parameters
2823
- query_params = opts[:query_params] || {}
2824
-
2825
- # header parameters
2826
- header_params = opts[:header_params] || {}
2827
- # HTTP header 'Accept' (if needed)
2828
- header_params['Accept'] = @api_client.select_header_accept(['application/json'])
2829
- # HTTP header 'Content-Type'
2830
- content_type = @api_client.select_header_content_type(['application/json'])
2831
- if !content_type.nil?
2832
- header_params['Content-Type'] = content_type
2833
- end
2834
-
2835
- # form parameters
2836
- form_params = opts[:form_params] || {}
2837
-
2838
- # http body (model)
2839
- post_body = opts[:debug_body] || @api_client.object_to_http_body(target_asset)
2840
-
2841
- # return_type
2842
- return_type = opts[:debug_return_type] || 'TargetAsset'
2843
-
2844
- # auth_names
2845
- auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
2846
-
2847
- new_options = opts.merge(
2848
- :operation => :"PortfolioManagementApi.update_portfolio_target_by_id",
2849
- :header_params => header_params,
2850
- :query_params => query_params,
2851
- :form_params => form_params,
2852
- :body => post_body,
2853
- :auth_names => auth_names,
2854
- :return_type => return_type
2855
- )
2856
-
2857
- data, status_code, headers, response = @api_client.call_api(:PATCH, local_var_path, new_options)
2858
- if @api_client.config.debugging
2859
- @api_client.config.logger.debug "API called: PortfolioManagementApi#update_portfolio_target_by_id\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
2860
- end
2861
- return data, status_code, headers, response
2862
- end
2863
- end
2864
-
2865
- # top-level client access to avoid having the user to insantiate their own API instances
2866
- PortfolioManagement = PortfolioManagementApi::new
2867
- end