snaptrade 1.7.0 → 1.9.0

data/lib/snaptrade/api/trading_api.rb

@@ -136,188 +136,6 @@ module SnapTrade
     end
 
 
-    # Return details of a specific trade before it's placed
-    # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
-    # @param calculated_trade_id [String] The ID of calculated trade to get account impact
-    # @param trade_id [String] The ID of trade object
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def get_calculated_trade_impact_by_id(portfolio_group_id:, calculated_trade_id:, trade_id:, extra: {})
-
-      data, _status_code, _headers = get_calculated_trade_impact_by_id_with_http_info_impl(portfolio_group_id, calculated_trade_id, trade_id, extra)
-      data
-    end
-
-    # Return details of a specific trade before it's placed
-    # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
-    # @param calculated_trade_id [String] The ID of calculated trade to get account impact
-    # @param trade_id [String] The ID of trade object
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def get_calculated_trade_impact_by_id_with_http_info(portfolio_group_id:, calculated_trade_id:, trade_id:, extra: {})
-
-      get_calculated_trade_impact_by_id_with_http_info_impl(portfolio_group_id, calculated_trade_id, trade_id, extra)
-    end
-
-    # Return details of a specific trade before it's placed
-    # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
-    # @param calculated_trade_id [String] The ID of calculated trade to get account impact
-    # @param trade_id [String] The ID of trade object
-    # @param [Hash] opts the optional parameters
-    # @return [Trade]
-    def get_calculated_trade_impact_by_id_impl(portfolio_group_id, calculated_trade_id, trade_id, opts = {})
-      data, _status_code, _headers = get_calculated_trade_impact_by_id_with_http_info(portfolio_group_id, calculated_trade_id, trade_id, opts)
-      data
-    end
-
-    # Return details of a specific trade before it's placed
-    # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
-    # @param calculated_trade_id [String] The ID of calculated trade to get account impact
-    # @param trade_id [String] The ID of trade object
-    # @param [Hash] opts the optional parameters
-    # @return [Array<(Trade, Integer, Hash)>] Trade data, response status code and response headers
-    def get_calculated_trade_impact_by_id_with_http_info_impl(portfolio_group_id, calculated_trade_id, trade_id, opts = {})
-      if @api_client.config.debugging
-        @api_client.config.logger.debug 'Calling API: TradingApi.get_calculated_trade_impact_by_id ...'
-      end
-      # verify the required parameter 'portfolio_group_id' is set
-      if @api_client.config.client_side_validation && portfolio_group_id.nil?
-        fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling TradingApi.get_calculated_trade_impact_by_id"
-      end
-      # verify the required parameter 'calculated_trade_id' is set
-      if @api_client.config.client_side_validation && calculated_trade_id.nil?
-        fail ArgumentError, "Missing the required parameter 'calculated_trade_id' when calling TradingApi.get_calculated_trade_impact_by_id"
-      end
-      # verify the required parameter 'trade_id' is set
-      if @api_client.config.client_side_validation && trade_id.nil?
-        fail ArgumentError, "Missing the required parameter 'trade_id' when calling TradingApi.get_calculated_trade_impact_by_id"
-      end
-      # resource path
-      local_var_path = '/portfolioGroups/{portfolioGroupId}/calculatedtrades/{calculatedTradeId}/modify/{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))
-
-      # query parameters
-      query_params = opts[:query_params] || {}
-
-      # header parameters
-      header_params = opts[:header_params] || {}
-      # HTTP header 'Accept' (if needed)
-      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
-
-      # form parameters
-      form_params = opts[:form_params] || {}
-
-      # http body (model)
-      post_body = opts[:debug_body]
-
-      # return_type
-      return_type = opts[:debug_return_type] || 'Trade'
-
-      # auth_names
-      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
-
-      new_options = opts.merge(
-        :operation => :"TradingApi.get_calculated_trade_impact_by_id",
-        :header_params => header_params,
-        :query_params => query_params,
-        :form_params => form_params,
-        :body => post_body,
-        :auth_names => auth_names,
-        :return_type => return_type
-      )
-
-      data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
-      if @api_client.config.debugging
-        @api_client.config.logger.debug "API called: TradingApi#get_calculated_trade_impact_by_id\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
-      end
-      return data, status_code, headers, response
-    end
-
-
-    # Return the impact of placing a series of trades on the portfolio
-    # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
-    # @param calculated_trade_id [String] The ID of calculated trade to get account impact
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def get_calculated_trades_impact(portfolio_group_id:, calculated_trade_id:, extra: {})
-
-      data, _status_code, _headers = get_calculated_trades_impact_with_http_info_impl(portfolio_group_id, calculated_trade_id, extra)
-      data
-    end
-
-    # Return the impact of placing a series of trades on the portfolio
-    # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
-    # @param calculated_trade_id [String] The ID of calculated trade to get account impact
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def get_calculated_trades_impact_with_http_info(portfolio_group_id:, calculated_trade_id:, extra: {})
-
-      get_calculated_trades_impact_with_http_info_impl(portfolio_group_id, calculated_trade_id, extra)
-    end
-
-    # Return the impact of placing a series of trades on the portfolio
-    # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
-    # @param calculated_trade_id [String] The ID of calculated trade to get account impact
-    # @param [Hash] opts the optional parameters
-    # @return [Array<TradeImpact>]
-    def get_calculated_trades_impact_impl(portfolio_group_id, calculated_trade_id, opts = {})
-      data, _status_code, _headers = get_calculated_trades_impact_with_http_info(portfolio_group_id, calculated_trade_id, opts)
-      data
-    end
-
-    # Return the impact of placing a series of trades on the portfolio
-    # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
-    # @param calculated_trade_id [String] The ID of calculated trade to get account impact
-    # @param [Hash] opts the optional parameters
-    # @return [Array<(Array<TradeImpact>, Integer, Hash)>] Array<TradeImpact> data, response status code and response headers
-    def get_calculated_trades_impact_with_http_info_impl(portfolio_group_id, calculated_trade_id, opts = {})
-      if @api_client.config.debugging
-        @api_client.config.logger.debug 'Calling API: TradingApi.get_calculated_trades_impact ...'
-      end
-      # verify the required parameter 'portfolio_group_id' is set
-      if @api_client.config.client_side_validation && portfolio_group_id.nil?
-        fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling TradingApi.get_calculated_trades_impact"
-      end
-      # verify the required parameter 'calculated_trade_id' is set
-      if @api_client.config.client_side_validation && calculated_trade_id.nil?
-        fail ArgumentError, "Missing the required parameter 'calculated_trade_id' when calling TradingApi.get_calculated_trades_impact"
-      end
-      # resource path
-      local_var_path = '/portfolioGroups/{portfolioGroupId}/calculatedtrades/{calculatedTradeId}/impact'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s)).sub('{' + 'calculatedTradeId' + '}', CGI.escape(calculated_trade_id.to_s))
-
-      # query parameters
-      query_params = opts[:query_params] || {}
-
-      # header parameters
-      header_params = opts[:header_params] || {}
-      # HTTP header 'Accept' (if needed)
-      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
-
-      # form parameters
-      form_params = opts[:form_params] || {}
-
-      # http body (model)
-      post_body = opts[:debug_body]
-
-      # return_type
-      return_type = opts[:debug_return_type] || 'Array<TradeImpact>'
-
-      # auth_names
-      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
-
-      new_options = opts.merge(
-        :operation => :"TradingApi.get_calculated_trades_impact",
-        :header_params => header_params,
-        :query_params => query_params,
-        :form_params => form_params,
-        :body => post_body,
-        :auth_names => auth_names,
-        :return_type => return_type
-      )
-
-      data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
-      if @api_client.config.debugging
-        @api_client.config.logger.debug "API called: TradingApi#get_calculated_trades_impact\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
-      end
-      return data, status_code, headers, response
-    end
-
-
     # Check impact of trades on account.
     # @param user_id [String] 
     # @param user_secret [String] 
@@ -569,233 +387,6 @@ module SnapTrade
     end
 
 
-    # Modify units of a trade before it is placed
-    # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
-    # @param calculated_trade_id [String] The ID of calculated trade to get account impact
-    # @param trade_id [String] The ID of trade object
-    # @param id [String] 
-    # @param account [Account] 
-    # @param symbol [BrokerageSymbol] 
-    # @param universal_symbol [UniversalSymbol] 
-    # @param action [TradeAction] 
-    # @param units [Integer] 
-    # @param price [Float] 
-    # @param sequence [Integer] 
-    # @param body [Trade] 
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def modify_calculated_trade_by_id(portfolio_group_id:, calculated_trade_id:, trade_id:, id: SENTINEL, account: SENTINEL, symbol: SENTINEL, universal_symbol: SENTINEL, action: SENTINEL, units: SENTINEL, price: SENTINEL, sequence: SENTINEL, extra: {})
-      _body = {}
-      _body[:id] = id if id != SENTINEL
-      _body[:account] = account if account != SENTINEL
-      _body[:symbol] = symbol if symbol != SENTINEL
-      _body[:universal_symbol] = universal_symbol if universal_symbol != SENTINEL
-      _body[:action] = action if action != SENTINEL
-      _body[:units] = units if units != SENTINEL
-      _body[:price] = price if price != SENTINEL
-      _body[:sequence] = sequence if sequence != SENTINEL
-      extra[:trade] = _body if !_body.empty?
-
-      data, _status_code, _headers = modify_calculated_trade_by_id_with_http_info_impl(portfolio_group_id, calculated_trade_id, trade_id, extra)
-      data
-    end
-
-    # Modify units of a trade before it is placed
-    # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
-    # @param calculated_trade_id [String] The ID of calculated trade to get account impact
-    # @param trade_id [String] The ID of trade object
-    # @param id [String] 
-    # @param account [Account] 
-    # @param symbol [BrokerageSymbol] 
-    # @param universal_symbol [UniversalSymbol] 
-    # @param action [TradeAction] 
-    # @param units [Integer] 
-    # @param price [Float] 
-    # @param sequence [Integer] 
-    # @param body [Trade] 
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def modify_calculated_trade_by_id_with_http_info(portfolio_group_id:, calculated_trade_id:, trade_id:, id: SENTINEL, account: SENTINEL, symbol: SENTINEL, universal_symbol: SENTINEL, action: SENTINEL, units: SENTINEL, price: SENTINEL, sequence: SENTINEL, extra: {})
-      _body = {}
-      _body[:id] = id if id != SENTINEL
-      _body[:account] = account if account != SENTINEL
-      _body[:symbol] = symbol if symbol != SENTINEL
-      _body[:universal_symbol] = universal_symbol if universal_symbol != SENTINEL
-      _body[:action] = action if action != SENTINEL
-      _body[:units] = units if units != SENTINEL
-      _body[:price] = price if price != SENTINEL
-      _body[:sequence] = sequence if sequence != SENTINEL
-      extra[:trade] = _body if !_body.empty?
-
-      modify_calculated_trade_by_id_with_http_info_impl(portfolio_group_id, calculated_trade_id, trade_id, extra)
-    end
-
-    # Modify units of a trade before it is placed
-    # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
-    # @param calculated_trade_id [String] The ID of calculated trade to get account impact
-    # @param trade_id [String] The ID of trade object
-    # @param [Hash] opts the optional parameters
-    # @option opts [Trade] :trade 
-    # @return [Trade]
-    def modify_calculated_trade_by_id_impl(portfolio_group_id, calculated_trade_id, trade_id, opts = {})
-      data, _status_code, _headers = modify_calculated_trade_by_id_with_http_info(portfolio_group_id, calculated_trade_id, trade_id, opts)
-      data
-    end
-
-    # Modify units of a trade before it is placed
-    # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
-    # @param calculated_trade_id [String] The ID of calculated trade to get account impact
-    # @param trade_id [String] The ID of trade object
-    # @param [Hash] opts the optional parameters
-    # @option opts [Trade] :trade 
-    # @return [Array<(Trade, Integer, Hash)>] Trade data, response status code and response headers
-    def modify_calculated_trade_by_id_with_http_info_impl(portfolio_group_id, calculated_trade_id, trade_id, opts = {})
-      if @api_client.config.debugging
-        @api_client.config.logger.debug 'Calling API: TradingApi.modify_calculated_trade_by_id ...'
-      end
-      # verify the required parameter 'portfolio_group_id' is set
-      if @api_client.config.client_side_validation && portfolio_group_id.nil?
-        fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling TradingApi.modify_calculated_trade_by_id"
-      end
-      # verify the required parameter 'calculated_trade_id' is set
-      if @api_client.config.client_side_validation && calculated_trade_id.nil?
-        fail ArgumentError, "Missing the required parameter 'calculated_trade_id' when calling TradingApi.modify_calculated_trade_by_id"
-      end
-      # verify the required parameter 'trade_id' is set
-      if @api_client.config.client_side_validation && trade_id.nil?
-        fail ArgumentError, "Missing the required parameter 'trade_id' when calling TradingApi.modify_calculated_trade_by_id"
-      end
-      # resource path
-      local_var_path = '/portfolioGroups/{portfolioGroupId}/calculatedtrades/{calculatedTradeId}/modify/{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))
-
-      # query parameters
-      query_params = opts[:query_params] || {}
-
-      # header parameters
-      header_params = opts[:header_params] || {}
-      # HTTP header 'Accept' (if needed)
-      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
-      # HTTP header 'Content-Type'
-      content_type = @api_client.select_header_content_type(['application/json'])
-      if !content_type.nil?
-        header_params['Content-Type'] = content_type
-      end
-
-      # form parameters
-      form_params = opts[:form_params] || {}
-
-      # http body (model)
-      post_body = opts[:debug_body] || @api_client.object_to_http_body(opts[:'trade'])
-
-      # return_type
-      return_type = opts[:debug_return_type] || 'Trade'
-
-      # auth_names
-      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
-
-      new_options = opts.merge(
-        :operation => :"TradingApi.modify_calculated_trade_by_id",
-        :header_params => header_params,
-        :query_params => query_params,
-        :form_params => form_params,
-        :body => post_body,
-        :auth_names => auth_names,
-        :return_type => return_type
-      )
-
-      data, status_code, headers, response = @api_client.call_api(:PATCH, local_var_path, new_options)
-      if @api_client.config.debugging
-        @api_client.config.logger.debug "API called: TradingApi#modify_calculated_trade_by_id\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
-      end
-      return data, status_code, headers, response
-    end
-
-
-    # Place orders for the CalculatedTrades in series
-    # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
-    # @param calculated_trade_id [String] The ID of calculated trade to get account impact
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def place_calculated_trades(portfolio_group_id:, calculated_trade_id:, extra: {})
-
-      data, _status_code, _headers = place_calculated_trades_with_http_info_impl(portfolio_group_id, calculated_trade_id, extra)
-      data
-    end
-
-    # Place orders for the CalculatedTrades in series
-    # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
-    # @param calculated_trade_id [String] The ID of calculated trade to get account impact
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def place_calculated_trades_with_http_info(portfolio_group_id:, calculated_trade_id:, extra: {})
-
-      place_calculated_trades_with_http_info_impl(portfolio_group_id, calculated_trade_id, extra)
-    end
-
-    # Place orders for the CalculatedTrades in series
-    # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
-    # @param calculated_trade_id [String] The ID of calculated trade to get account impact
-    # @param [Hash] opts the optional parameters
-    # @return [Array<TradeExecutionStatus>]
-    def place_calculated_trades_impl(portfolio_group_id, calculated_trade_id, opts = {})
-      data, _status_code, _headers = place_calculated_trades_with_http_info(portfolio_group_id, calculated_trade_id, opts)
-      data
-    end
-
-    # Place orders for the CalculatedTrades in series
-    # @param portfolio_group_id [String] The ID of the PortfolioGroup to perform rebalancing calculations
-    # @param calculated_trade_id [String] The ID of calculated trade to get account impact
-    # @param [Hash] opts the optional parameters
-    # @return [Array<(Array<TradeExecutionStatus>, Integer, Hash)>] Array<TradeExecutionStatus> data, response status code and response headers
-    def place_calculated_trades_with_http_info_impl(portfolio_group_id, calculated_trade_id, opts = {})
-      if @api_client.config.debugging
-        @api_client.config.logger.debug 'Calling API: TradingApi.place_calculated_trades ...'
-      end
-      # verify the required parameter 'portfolio_group_id' is set
-      if @api_client.config.client_side_validation && portfolio_group_id.nil?
-        fail ArgumentError, "Missing the required parameter 'portfolio_group_id' when calling TradingApi.place_calculated_trades"
-      end
-      # verify the required parameter 'calculated_trade_id' is set
-      if @api_client.config.client_side_validation && calculated_trade_id.nil?
-        fail ArgumentError, "Missing the required parameter 'calculated_trade_id' when calling TradingApi.place_calculated_trades"
-      end
-      # resource path
-      local_var_path = '/portfolioGroups/{portfolioGroupId}/calculatedtrades/{calculatedTradeId}/placeOrders'.sub('{' + 'portfolioGroupId' + '}', CGI.escape(portfolio_group_id.to_s)).sub('{' + 'calculatedTradeId' + '}', CGI.escape(calculated_trade_id.to_s))
-
-      # query parameters
-      query_params = opts[:query_params] || {}
-
-      # header parameters
-      header_params = opts[:header_params] || {}
-      # HTTP header 'Accept' (if needed)
-      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
-
-      # form parameters
-      form_params = opts[:form_params] || {}
-
-      # http body (model)
-      post_body = opts[:debug_body]
-
-      # return_type
-      return_type = opts[:debug_return_type] || 'Array<TradeExecutionStatus>'
-
-      # auth_names
-      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
-
-      new_options = opts.merge(
-        :operation => :"TradingApi.place_calculated_trades",
-        :header_params => header_params,
-        :query_params => query_params,
-        :form_params => form_params,
-        :body => post_body,
-        :auth_names => auth_names,
-        :return_type => return_type
-      )
-
-      data, status_code, headers, response = @api_client.call_api(:POST, local_var_path, new_options)
-      if @api_client.config.debugging
-        @api_client.config.logger.debug "API called: TradingApi#place_calculated_trades\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
-      end
-      return data, status_code, headers, response
-    end
-
-
     # Place a trade with NO validation.
     # @param user_id [String] 
     # @param user_secret [String] 

data/lib/snaptrade/models/account_holdings.rb

@@ -50,6 +50,8 @@ module SnapTrade
     # List of attributes with nullable: true
     def self.openapi_nullable
       Set.new([
+        :'balances',
+        :'positions',
       ])
     end
 

data/lib/snaptrade/models/account_holdings_account.rb

@@ -54,6 +54,9 @@ module SnapTrade
     # List of attributes with nullable: true
     def self.openapi_nullable
       Set.new([
+        :'balances',
+        :'positions',
+        :'orders',
       ])
     end
 

data/lib/snaptrade/version.rb

@@ -9,5 +9,5 @@ Contact: api@snaptrade.com
 =end
 
 module SnapTrade
-  VERSION = '1.7.0'
+  VERSION = '1.9.0'
 end

data/lib/snaptrade.rb

@@ -150,7 +150,6 @@ require 'snaptrade/api/authentication_api'
 require 'snaptrade/api/connections_api'
 require 'snaptrade/api/error_logs_api'
 require 'snaptrade/api/options_api'
-require 'snaptrade/api/portfolio_management_api'
 require 'snaptrade/api/reference_data_api'
 require 'snaptrade/api/trading_api'
 require 'snaptrade/api/transactions_and_reporting_api'
@@ -192,7 +191,6 @@ module SnapTrade
     attr_accessor :connections
     attr_accessor :error_logs
     attr_accessor :options
-    attr_accessor :portfolio_management
     attr_accessor :reference_data
     attr_accessor :trading
     attr_accessor :transactions_and_reporting
@@ -205,7 +203,6 @@ module SnapTrade
       @connections = SnapTrade::ConnectionsApi.new(@api_client)
       @error_logs = SnapTrade::ErrorLogsApi.new(@api_client)
       @options = SnapTrade::OptionsApi.new(@api_client)
-      @portfolio_management = SnapTrade::PortfolioManagementApi.new(@api_client)
       @reference_data = SnapTrade::ReferenceDataApi.new(@api_client)
       @trading = SnapTrade::TradingApi.new(@api_client)
       @transactions_and_reporting = SnapTrade::TransactionsAndReportingApi.new(@api_client)

data/spec/api/account_information_api_spec.rb

@@ -60,7 +60,7 @@ describe 'AccountInformationApi' do
   # @param user_secret 
   # @param account_id The ID of the account to get detail of.
   # @param [Hash] opts the optional parameters
-  # @return [Array<Account>]
+  # @return [Account]
   describe 'get_user_account_details test' do
     it 'should work' do
       # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers

data/spec/api/options_api_spec.rb

@@ -76,7 +76,7 @@ describe 'OptionsApi' do
   # @param user_secret 
   # @param account_id The ID of the account get positions.
   # @param [Hash] opts the optional parameters
-  # @return [OptionsHoldings]
+  # @return [Array<OptionsHoldings>]
   describe 'list_option_holdings test' do
     it 'should work' do
       # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers

data/spec/api/trading_api_spec.rb

@@ -42,31 +42,6 @@ describe 'TradingApi' do
     end
   end
 
-  # unit tests for get_calculated_trade_impact_by_id
-  # Return details of a specific trade before it's placed
-  # @param portfolio_group_id The ID of the PortfolioGroup to perform rebalancing calculations
-  # @param calculated_trade_id The ID of calculated trade to get account impact
-  # @param trade_id The ID of trade object
-  # @param [Hash] opts the optional parameters
-  # @return [Trade]
-  describe 'get_calculated_trade_impact_by_id test' do
-    it 'should work' do
-      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
-    end
-  end
-
-  # unit tests for get_calculated_trades_impact
-  # Return the impact of placing a series of trades on the portfolio
-  # @param portfolio_group_id The ID of the PortfolioGroup to perform rebalancing calculations
-  # @param calculated_trade_id The ID of calculated trade to get account impact
-  # @param [Hash] opts the optional parameters
-  # @return [Array<TradeImpact>]
-  describe 'get_calculated_trades_impact test' do
-    it 'should work' do
-      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
-    end
-  end
-
   # unit tests for get_order_impact
   # Check impact of trades on account.
   # @param user_id 
@@ -95,32 +70,6 @@ describe 'TradingApi' do
     end
   end
 
-  # unit tests for modify_calculated_trade_by_id
-  # Modify units of a trade before it is placed
-  # @param portfolio_group_id The ID of the PortfolioGroup to perform rebalancing calculations
-  # @param calculated_trade_id The ID of calculated trade to get account impact
-  # @param trade_id The ID of trade object
-  # @param [Hash] opts the optional parameters
-  # @option opts [Trade] :trade 
-  # @return [Trade]
-  describe 'modify_calculated_trade_by_id test' do
-    it 'should work' do
-      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
-    end
-  end
-
-  # unit tests for place_calculated_trades
-  # Place orders for the CalculatedTrades in series
-  # @param portfolio_group_id The ID of the PortfolioGroup to perform rebalancing calculations
-  # @param calculated_trade_id The ID of calculated trade to get account impact
-  # @param [Hash] opts the optional parameters
-  # @return [Array<TradeExecutionStatus>]
-  describe 'place_calculated_trades test' do
-    it 'should work' do
-      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
-    end
-  end
-
   # unit tests for place_force_order
   # Place a trade with NO validation.
   # @param user_id 

data/spec/getting_started_spec.rb

@@ -22,29 +22,6 @@ describe 'GettingStarted' do
     # run after each test
   end
 
-  describe 'non object body parameter' do
-    it 'should work' do
-      configuration = SnapTrade::Configuration.new
-      configuration.client_id = ENV["SNAPTRADE_CLIENT_ID"]
-      configuration.consumer_key = ENV["SNAPTRADE_CONSUMER_KEY"]
-      configuration.host = "http://127.0.0.1:4010"
-      snaptrade = SnapTrade::Client.new(configuration)
-
-      data = snaptrade.portfolio_management.set_portfolio_targets(
-        portfolio_group_id: SecureRandom.uuid,
-        body: [{
-          "id" => SecureRandom.uuid,
-          "symbol" => {
-            "id" => SecureRandom.uuid,
-            "symbol" => "VOO"
-          }
-        }]
-      )
-      puts data
-      expect(data).not_to be_nil
-    end
-  end
-
   describe 'optional non body parameters should be passed' do
     it 'should pass' do
       configuration = SnapTrade::Configuration.new
@@ -86,15 +63,6 @@ describe 'GettingStarted' do
       redirect_uri = SnapTrade::Authentication.login_snap_trade_user(user_id: user_id, user_secret: response.user_secret)
       puts redirect_uri
 
-      SnapTrade::PortfolioManagement.create(
-        user_id: user_id,
-        user_secret: response.user_secret,
-        id: SecureRandom.uuid,
-        name: "MyPortfolio"
-      )
-      portfolios = SnapTrade::PortfolioManagement.list(user_id: user_id, user_secret: response.user_secret)
-      puts portfolios
-
       # 5) Obtaining account holdings data
       holdings = SnapTrade::AccountInformation.get_all_user_holdings(user_id: user_id, user_secret: response.user_secret)
       puts holdings
@@ -127,10 +95,6 @@ describe 'GettingStarted' do
       redirect_uri = snaptrade.authentication.login_snap_trade_user(user_id: user_id, user_secret: response.user_secret)
       puts redirect_uri
 
-      snaptrade.portfolio_management.create(user_id: user_id, user_secret: response.user_secret, id: SecureRandom.uuid, name: "MyPortfolio")
-      portfolios = snaptrade.portfolio_management.list(user_id: user_id, user_secret: response.user_secret)
-      puts portfolios
-
       # 5) Obtaining account holdings data
       holdings = snaptrade.account_information.get_all_user_holdings(user_id: user_id, user_secret: response.user_secret)
       puts holdings

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: snaptrade
 version: !ruby/object:Gem::Version
-  version: 1.7.0
+  version: 1.9.0
 platform: ruby
 authors:
 - SnapTrade
 autorequire:
 bindir: bin
 cert_chain: []
-date: 2023-06-22 00:00:00.000000000 Z
+date: 2023-07-27 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: faraday
@@ -163,7 +163,6 @@ files:
 - docs/PortfolioGroupInfo.md
 - docs/PortfolioGroupPosition.md
 - docs/PortfolioGroupSettings.md
-- docs/PortfolioManagementApi.md
 - docs/Position.md
 - docs/PositionSymbol.md
 - docs/RedirectTokenandPin.md
@@ -223,7 +222,6 @@ files:
 - lib/snaptrade/api/connections_api.rb
 - lib/snaptrade/api/error_logs_api.rb
 - lib/snaptrade/api/options_api.rb
-- lib/snaptrade/api/portfolio_management_api.rb
 - lib/snaptrade/api/reference_data_api.rb
 - lib/snaptrade/api/trading_api.rb
 - lib/snaptrade/api/transactions_and_reporting_api.rb
@@ -364,7 +362,6 @@ files:
 - spec/api/connections_api_spec.rb
 - spec/api/error_logs_api_spec.rb
 - spec/api/options_api_spec.rb
-- spec/api/portfolio_management_api_spec.rb
 - spec/api/reference_data_api_spec.rb
 - spec/api/trading_api_spec.rb
 - spec/api/transactions_and_reporting_api_spec.rb
@@ -524,7 +521,6 @@ specification_version: 4
 summary: SnapTrade Ruby Gem
 test_files:
 - spec/api/transactions_and_reporting_api_spec.rb
-- spec/api/portfolio_management_api_spec.rb
 - spec/api/options_api_spec.rb
 - spec/api/authentication_api_spec.rb
 - spec/api/error_logs_api_spec.rb