snaptrade 1.7.0 → 1.9.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
@@ -1,2867 +0,0 @@
1
- =begin
2
- #SnapTrade
3
-
4
- #Connect brokerage accounts to your app for live positions and trading
5
-
6
- The version of the OpenAPI document: 1.0.0
7
- Contact: api@snaptrade.com
8
-
9
- =end
10
-
11
- require 'cgi'
12
-
13
- module SnapTrade
14
- class PortfolioManagementApi
15
- attr_accessor :api_client
16
-
17
- def initialize(api_client = ApiClient.default)
18
- @api_client = api_client
19
- end
20
-
21
- # Adds an asset to exclude to a portfolio group
22
- # @param portfolio_group_id [String] The ID of the PortfolioGroup under which to exclude an asset.
23
- # @param id [String]
24
- # @param symbol [String]
25
- # @param raw_symbol [String]
26
- # @param description [String]
27
- # @param currency [Currency]
28
- # @param exchange [Exchange]
29
- # @param type [SecurityType]
30
- # @param currencies [Array<Currency>]
31
- # @param body [UniversalSymbol]
32
- # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
33
- 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: {})
34
- _body = {}
35
- _body[:id] = id if id != SENTINEL
36
- _body[:symbol] = symbol if symbol != SENTINEL
37
- _body[:raw_symbol] = raw_symbol if raw_symbol != SENTINEL
38
- _body[:description] = description if description != SENTINEL
39
- _body[:currency] = currency if currency != SENTINEL
40
- _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