snaptrade 1.8.0 → 1.10.0

data/lib/snaptrade/api/transactions_and_reporting_api.rb

@@ -1,283 +1,283 @@
-=begin
-#SnapTrade
-
-#Connect brokerage accounts to your app for live positions and trading
-
-The version of the OpenAPI document: 1.0.0
-Contact: api@snaptrade.com
-
-=end
-
-require 'cgi'
-
-module SnapTrade
-  class TransactionsAndReportingApi
-    attr_accessor :api_client
-
-    def initialize(api_client = ApiClient.default)
-      @api_client = api_client
-    end
-
-    # Get transaction history for a user
-    # Returns activities (transactions) for a user. Specifing start and end date is highly recommended for automatic calls for better performance
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param start_date [Date] 
-    # @param end_date [Date] 
-    # @param accounts [String] Optional comma seperated list of account IDs used to filter the request on specific accounts
-    # @param brokerage_authorizations [String] Optional comma seperated list of brokerage authorization IDs used to filter the request on only accounts that belong to those authorizations
-    # @param type [String] Optional comma seperated list of types to filter activities by. Potential values include - DIVIDEND - BUY - SELL - CONTRIBUTION - WITHDRAWAL - EXTERNAL_ASSET_TRANSFER_IN - EXTERNAL_ASSET_TRANSFER_OUT - INTERNAL_CASH_TRANSFER_IN - INTERNAL_CASH_TRANSFER_OUT - INTERNAL_ASSET_TRANSFER_IN - INTERNAL_ASSET_TRANSFER_OUT - INTEREST - REBATE - GOV_GRANT - TAX - FEE - REI - FXT
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def get_activities(user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, accounts: SENTINEL, brokerage_authorizations: SENTINEL, type: SENTINEL, extra: {})
-      extra[:start_date] = start_date if start_date != SENTINEL
-      extra[:end_date] = end_date if end_date != SENTINEL
-      extra[:accounts] = accounts if accounts != SENTINEL
-      extra[:brokerage_authorizations] = brokerage_authorizations if brokerage_authorizations != SENTINEL
-      extra[:type] = type if type != SENTINEL
-
-      data, _status_code, _headers = get_activities_with_http_info_impl(user_id, user_secret, extra)
-      data
-    end
-
-    # Get transaction history for a user
-    # Returns activities (transactions) for a user. Specifing start and end date is highly recommended for automatic calls for better performance
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param start_date [Date] 
-    # @param end_date [Date] 
-    # @param accounts [String] Optional comma seperated list of account IDs used to filter the request on specific accounts
-    # @param brokerage_authorizations [String] Optional comma seperated list of brokerage authorization IDs used to filter the request on only accounts that belong to those authorizations
-    # @param type [String] Optional comma seperated list of types to filter activities by. Potential values include - DIVIDEND - BUY - SELL - CONTRIBUTION - WITHDRAWAL - EXTERNAL_ASSET_TRANSFER_IN - EXTERNAL_ASSET_TRANSFER_OUT - INTERNAL_CASH_TRANSFER_IN - INTERNAL_CASH_TRANSFER_OUT - INTERNAL_ASSET_TRANSFER_IN - INTERNAL_ASSET_TRANSFER_OUT - INTEREST - REBATE - GOV_GRANT - TAX - FEE - REI - FXT
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def get_activities_with_http_info(user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, accounts: SENTINEL, brokerage_authorizations: SENTINEL, type: SENTINEL, extra: {})
-      extra[:start_date] = start_date if start_date != SENTINEL
-      extra[:end_date] = end_date if end_date != SENTINEL
-      extra[:accounts] = accounts if accounts != SENTINEL
-      extra[:brokerage_authorizations] = brokerage_authorizations if brokerage_authorizations != SENTINEL
-      extra[:type] = type if type != SENTINEL
-
-      get_activities_with_http_info_impl(user_id, user_secret, extra)
-    end
-
-    # Get transaction history for a user
-    # Returns activities (transactions) for a user. Specifing start and end date is highly recommended for automatic calls for better performance
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param [Hash] opts the optional parameters
-    # @option opts [Date] :start_date 
-    # @option opts [Date] :end_date 
-    # @option opts [String] :accounts Optional comma seperated list of account IDs used to filter the request on specific accounts
-    # @option opts [String] :brokerage_authorizations Optional comma seperated list of brokerage authorization IDs used to filter the request on only accounts that belong to those authorizations
-    # @option opts [String] :type Optional comma seperated list of types to filter activities by. Potential values include - DIVIDEND - BUY - SELL - CONTRIBUTION - WITHDRAWAL - EXTERNAL_ASSET_TRANSFER_IN - EXTERNAL_ASSET_TRANSFER_OUT - INTERNAL_CASH_TRANSFER_IN - INTERNAL_CASH_TRANSFER_OUT - INTERNAL_ASSET_TRANSFER_IN - INTERNAL_ASSET_TRANSFER_OUT - INTEREST - REBATE - GOV_GRANT - TAX - FEE - REI - FXT
-    # @return [Array<UniversalActivity>]
-    def get_activities_impl(user_id, user_secret, opts = {})
-      data, _status_code, _headers = get_activities_with_http_info(user_id, user_secret, opts)
-      data
-    end
-
-    # Get transaction history for a user
-    # Returns activities (transactions) for a user. Specifing start and end date is highly recommended for automatic calls for better performance
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param [Hash] opts the optional parameters
-    # @option opts [Date] :start_date 
-    # @option opts [Date] :end_date 
-    # @option opts [String] :accounts Optional comma seperated list of account IDs used to filter the request on specific accounts
-    # @option opts [String] :brokerage_authorizations Optional comma seperated list of brokerage authorization IDs used to filter the request on only accounts that belong to those authorizations
-    # @option opts [String] :type Optional comma seperated list of types to filter activities by. Potential values include - DIVIDEND - BUY - SELL - CONTRIBUTION - WITHDRAWAL - EXTERNAL_ASSET_TRANSFER_IN - EXTERNAL_ASSET_TRANSFER_OUT - INTERNAL_CASH_TRANSFER_IN - INTERNAL_CASH_TRANSFER_OUT - INTERNAL_ASSET_TRANSFER_IN - INTERNAL_ASSET_TRANSFER_OUT - INTEREST - REBATE - GOV_GRANT - TAX - FEE - REI - FXT
-    # @return [Array<(Array<UniversalActivity>, Integer, Hash)>] Array<UniversalActivity> data, response status code and response headers
-    def get_activities_with_http_info_impl(user_id, user_secret, opts = {})
-      if @api_client.config.debugging
-        @api_client.config.logger.debug 'Calling API: TransactionsAndReportingApi.get_activities ...'
-      end
-      # verify the required parameter 'user_id' is set
-      if @api_client.config.client_side_validation && user_id.nil?
-        fail ArgumentError, "Missing the required parameter 'user_id' when calling TransactionsAndReportingApi.get_activities"
-      end
-      # verify the required parameter 'user_secret' is set
-      if @api_client.config.client_side_validation && user_secret.nil?
-        fail ArgumentError, "Missing the required parameter 'user_secret' when calling TransactionsAndReportingApi.get_activities"
-      end
-      # resource path
-      local_var_path = '/activities'
-
-      # query parameters
-      query_params = opts[:query_params] || {}
-      query_params[:'userId'] = user_id
-      query_params[:'userSecret'] = user_secret
-      query_params[:'startDate'] = opts[:'start_date'] if !opts[:'start_date'].nil?
-      query_params[:'endDate'] = opts[:'end_date'] if !opts[:'end_date'].nil?
-      query_params[:'accounts'] = opts[:'accounts'] if !opts[:'accounts'].nil?
-      query_params[:'brokerageAuthorizations'] = opts[:'brokerage_authorizations'] if !opts[:'brokerage_authorizations'].nil?
-      query_params[:'type'] = opts[:'type'] if !opts[:'type'].nil?
-
-      # header parameters
-      header_params = opts[:header_params] || {}
-      # HTTP header 'Accept' (if needed)
-      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
-
-      # form parameters
-      form_params = opts[:form_params] || {}
-
-      # http body (model)
-      post_body = opts[:debug_body]
-
-      # return_type
-      return_type = opts[:debug_return_type] || 'Array<UniversalActivity>'
-
-      # auth_names
-      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
-
-      new_options = opts.merge(
-        :operation => :"TransactionsAndReportingApi.get_activities",
-        :header_params => header_params,
-        :query_params => query_params,
-        :form_params => form_params,
-        :body => post_body,
-        :auth_names => auth_names,
-        :return_type => return_type
-      )
-
-      data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
-      if @api_client.config.debugging
-        @api_client.config.logger.debug "API called: TransactionsAndReportingApi#get_activities\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
-      end
-      return data, status_code, headers, response
-    end
-
-
-    # Get performance information for a specific timeframe
-    # Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Total Equity Timeframe and Rate of Returns are experimental and should not be trusted to be 100% accurate
-    # @param start_date [Date] 
-    # @param end_date [Date] 
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param accounts [String] Optional comma seperated list of account IDs used to filter the request on specific accounts
-    # @param detailed [Boolean] Optional, increases frequency of data points for the total value and contribution charts if set to true
-    # @param frequency [String] Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def get_reporting_custom_range(start_date:, end_date:, user_id:, user_secret:, accounts: SENTINEL, detailed: SENTINEL, frequency: SENTINEL, extra: {})
-      extra[:accounts] = accounts if accounts != SENTINEL
-      extra[:detailed] = detailed if detailed != SENTINEL
-      extra[:frequency] = frequency if frequency != SENTINEL
-
-      data, _status_code, _headers = get_reporting_custom_range_with_http_info_impl(start_date, end_date, user_id, user_secret, extra)
-      data
-    end
-
-    # Get performance information for a specific timeframe
-    # Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Total Equity Timeframe and Rate of Returns are experimental and should not be trusted to be 100% accurate
-    # @param start_date [Date] 
-    # @param end_date [Date] 
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param accounts [String] Optional comma seperated list of account IDs used to filter the request on specific accounts
-    # @param detailed [Boolean] Optional, increases frequency of data points for the total value and contribution charts if set to true
-    # @param frequency [String] Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def get_reporting_custom_range_with_http_info(start_date:, end_date:, user_id:, user_secret:, accounts: SENTINEL, detailed: SENTINEL, frequency: SENTINEL, extra: {})
-      extra[:accounts] = accounts if accounts != SENTINEL
-      extra[:detailed] = detailed if detailed != SENTINEL
-      extra[:frequency] = frequency if frequency != SENTINEL
-
-      get_reporting_custom_range_with_http_info_impl(start_date, end_date, user_id, user_secret, extra)
-    end
-
-    # Get performance information for a specific timeframe
-    # Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Total Equity Timeframe and Rate of Returns are experimental and should not be trusted to be 100% accurate
-    # @param start_date [Date] 
-    # @param end_date [Date] 
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param [Hash] opts the optional parameters
-    # @option opts [String] :accounts Optional comma seperated list of account IDs used to filter the request on specific accounts
-    # @option opts [Boolean] :detailed Optional, increases frequency of data points for the total value and contribution charts if set to true
-    # @option opts [String] :frequency Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.
-    # @return [PerformanceCustom]
-    def get_reporting_custom_range_impl(start_date, end_date, user_id, user_secret, opts = {})
-      data, _status_code, _headers = get_reporting_custom_range_with_http_info(start_date, end_date, user_id, user_secret, opts)
-      data
-    end
-
-    # Get performance information for a specific timeframe
-    # Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Total Equity Timeframe and Rate of Returns are experimental and should not be trusted to be 100% accurate
-    # @param start_date [Date] 
-    # @param end_date [Date] 
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param [Hash] opts the optional parameters
-    # @option opts [String] :accounts Optional comma seperated list of account IDs used to filter the request on specific accounts
-    # @option opts [Boolean] :detailed Optional, increases frequency of data points for the total value and contribution charts if set to true
-    # @option opts [String] :frequency Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.
-    # @return [Array<(PerformanceCustom, Integer, Hash)>] PerformanceCustom data, response status code and response headers
-    def get_reporting_custom_range_with_http_info_impl(start_date, end_date, user_id, user_secret, opts = {})
-      if @api_client.config.debugging
-        @api_client.config.logger.debug 'Calling API: TransactionsAndReportingApi.get_reporting_custom_range ...'
-      end
-      # verify the required parameter 'start_date' is set
-      if @api_client.config.client_side_validation && start_date.nil?
-        fail ArgumentError, "Missing the required parameter 'start_date' when calling TransactionsAndReportingApi.get_reporting_custom_range"
-      end
-      # verify the required parameter 'end_date' is set
-      if @api_client.config.client_side_validation && end_date.nil?
-        fail ArgumentError, "Missing the required parameter 'end_date' when calling TransactionsAndReportingApi.get_reporting_custom_range"
-      end
-      # verify the required parameter 'user_id' is set
-      if @api_client.config.client_side_validation && user_id.nil?
-        fail ArgumentError, "Missing the required parameter 'user_id' when calling TransactionsAndReportingApi.get_reporting_custom_range"
-      end
-      # verify the required parameter 'user_secret' is set
-      if @api_client.config.client_side_validation && user_secret.nil?
-        fail ArgumentError, "Missing the required parameter 'user_secret' when calling TransactionsAndReportingApi.get_reporting_custom_range"
-      end
-      # resource path
-      local_var_path = '/performance/custom'
-
-      # query parameters
-      query_params = opts[:query_params] || {}
-      query_params[:'startDate'] = start_date
-      query_params[:'endDate'] = end_date
-      query_params[:'userId'] = user_id
-      query_params[:'userSecret'] = user_secret
-      query_params[:'accounts'] = opts[:'accounts'] if !opts[:'accounts'].nil?
-      query_params[:'detailed'] = opts[:'detailed'] if !opts[:'detailed'].nil?
-      query_params[:'frequency'] = opts[:'frequency'] if !opts[:'frequency'].nil?
-
-      # header parameters
-      header_params = opts[:header_params] || {}
-      # HTTP header 'Accept' (if needed)
-      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
-
-      # form parameters
-      form_params = opts[:form_params] || {}
-
-      # http body (model)
-      post_body = opts[:debug_body]
-
-      # return_type
-      return_type = opts[:debug_return_type] || 'PerformanceCustom'
-
-      # auth_names
-      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
-
-      new_options = opts.merge(
-        :operation => :"TransactionsAndReportingApi.get_reporting_custom_range",
-        :header_params => header_params,
-        :query_params => query_params,
-        :form_params => form_params,
-        :body => post_body,
-        :auth_names => auth_names,
-        :return_type => return_type
-      )
-
-      data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
-      if @api_client.config.debugging
-        @api_client.config.logger.debug "API called: TransactionsAndReportingApi#get_reporting_custom_range\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
-      end
-      return data, status_code, headers, response
-    end
-  end
-
-  # top-level client access to avoid having the user to insantiate their own API instances
-  TransactionsAndReporting = TransactionsAndReportingApi::new
-end
+=begin
+#SnapTrade
+
+#Connect brokerage accounts to your app for live positions and trading
+
+The version of the OpenAPI document: 1.0.0
+Contact: api@snaptrade.com
+
+=end
+
+require 'cgi'
+
+module SnapTrade
+  class TransactionsAndReportingApi
+    attr_accessor :api_client
+
+    def initialize(api_client = ApiClient.default)
+      @api_client = api_client
+    end
+
+    # Get transaction history for a user
+    # Returns activities (transactions) for a user. Specifing start and end date is highly recommended for automatic calls for better performance
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param start_date [Date] 
+    # @param end_date [Date] 
+    # @param accounts [String] Optional comma seperated list of account IDs used to filter the request on specific accounts
+    # @param brokerage_authorizations [String] Optional comma seperated list of brokerage authorization IDs used to filter the request on only accounts that belong to those authorizations
+    # @param type [String] Optional comma seperated list of types to filter activities by. Potential values include - DIVIDEND - BUY - SELL - CONTRIBUTION - WITHDRAWAL - EXTERNAL_ASSET_TRANSFER_IN - EXTERNAL_ASSET_TRANSFER_OUT - INTERNAL_CASH_TRANSFER_IN - INTERNAL_CASH_TRANSFER_OUT - INTERNAL_ASSET_TRANSFER_IN - INTERNAL_ASSET_TRANSFER_OUT - INTEREST - REBATE - GOV_GRANT - TAX - FEE - REI - FXT
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def get_activities(user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, accounts: SENTINEL, brokerage_authorizations: SENTINEL, type: SENTINEL, extra: {})
+      extra[:start_date] = start_date if start_date != SENTINEL
+      extra[:end_date] = end_date if end_date != SENTINEL
+      extra[:accounts] = accounts if accounts != SENTINEL
+      extra[:brokerage_authorizations] = brokerage_authorizations if brokerage_authorizations != SENTINEL
+      extra[:type] = type if type != SENTINEL
+
+      data, _status_code, _headers = get_activities_with_http_info_impl(user_id, user_secret, extra)
+      data
+    end
+
+    # Get transaction history for a user
+    # Returns activities (transactions) for a user. Specifing start and end date is highly recommended for automatic calls for better performance
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param start_date [Date] 
+    # @param end_date [Date] 
+    # @param accounts [String] Optional comma seperated list of account IDs used to filter the request on specific accounts
+    # @param brokerage_authorizations [String] Optional comma seperated list of brokerage authorization IDs used to filter the request on only accounts that belong to those authorizations
+    # @param type [String] Optional comma seperated list of types to filter activities by. Potential values include - DIVIDEND - BUY - SELL - CONTRIBUTION - WITHDRAWAL - EXTERNAL_ASSET_TRANSFER_IN - EXTERNAL_ASSET_TRANSFER_OUT - INTERNAL_CASH_TRANSFER_IN - INTERNAL_CASH_TRANSFER_OUT - INTERNAL_ASSET_TRANSFER_IN - INTERNAL_ASSET_TRANSFER_OUT - INTEREST - REBATE - GOV_GRANT - TAX - FEE - REI - FXT
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def get_activities_with_http_info(user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, accounts: SENTINEL, brokerage_authorizations: SENTINEL, type: SENTINEL, extra: {})
+      extra[:start_date] = start_date if start_date != SENTINEL
+      extra[:end_date] = end_date if end_date != SENTINEL
+      extra[:accounts] = accounts if accounts != SENTINEL
+      extra[:brokerage_authorizations] = brokerage_authorizations if brokerage_authorizations != SENTINEL
+      extra[:type] = type if type != SENTINEL
+
+      get_activities_with_http_info_impl(user_id, user_secret, extra)
+    end
+
+    # Get transaction history for a user
+    # Returns activities (transactions) for a user. Specifing start and end date is highly recommended for automatic calls for better performance
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param [Hash] opts the optional parameters
+    # @option opts [Date] :start_date 
+    # @option opts [Date] :end_date 
+    # @option opts [String] :accounts Optional comma seperated list of account IDs used to filter the request on specific accounts
+    # @option opts [String] :brokerage_authorizations Optional comma seperated list of brokerage authorization IDs used to filter the request on only accounts that belong to those authorizations
+    # @option opts [String] :type Optional comma seperated list of types to filter activities by. Potential values include - DIVIDEND - BUY - SELL - CONTRIBUTION - WITHDRAWAL - EXTERNAL_ASSET_TRANSFER_IN - EXTERNAL_ASSET_TRANSFER_OUT - INTERNAL_CASH_TRANSFER_IN - INTERNAL_CASH_TRANSFER_OUT - INTERNAL_ASSET_TRANSFER_IN - INTERNAL_ASSET_TRANSFER_OUT - INTEREST - REBATE - GOV_GRANT - TAX - FEE - REI - FXT
+    # @return [Array<UniversalActivity>]
+    def get_activities_impl(user_id, user_secret, opts = {})
+      data, _status_code, _headers = get_activities_with_http_info(user_id, user_secret, opts)
+      data
+    end
+
+    # Get transaction history for a user
+    # Returns activities (transactions) for a user. Specifing start and end date is highly recommended for automatic calls for better performance
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param [Hash] opts the optional parameters
+    # @option opts [Date] :start_date 
+    # @option opts [Date] :end_date 
+    # @option opts [String] :accounts Optional comma seperated list of account IDs used to filter the request on specific accounts
+    # @option opts [String] :brokerage_authorizations Optional comma seperated list of brokerage authorization IDs used to filter the request on only accounts that belong to those authorizations
+    # @option opts [String] :type Optional comma seperated list of types to filter activities by. Potential values include - DIVIDEND - BUY - SELL - CONTRIBUTION - WITHDRAWAL - EXTERNAL_ASSET_TRANSFER_IN - EXTERNAL_ASSET_TRANSFER_OUT - INTERNAL_CASH_TRANSFER_IN - INTERNAL_CASH_TRANSFER_OUT - INTERNAL_ASSET_TRANSFER_IN - INTERNAL_ASSET_TRANSFER_OUT - INTEREST - REBATE - GOV_GRANT - TAX - FEE - REI - FXT
+    # @return [Array<(Array<UniversalActivity>, Integer, Hash)>] Array<UniversalActivity> data, response status code and response headers
+    def get_activities_with_http_info_impl(user_id, user_secret, opts = {})
+      if @api_client.config.debugging
+        @api_client.config.logger.debug 'Calling API: TransactionsAndReportingApi.get_activities ...'
+      end
+      # verify the required parameter 'user_id' is set
+      if @api_client.config.client_side_validation && user_id.nil?
+        fail ArgumentError, "Missing the required parameter 'user_id' when calling TransactionsAndReportingApi.get_activities"
+      end
+      # verify the required parameter 'user_secret' is set
+      if @api_client.config.client_side_validation && user_secret.nil?
+        fail ArgumentError, "Missing the required parameter 'user_secret' when calling TransactionsAndReportingApi.get_activities"
+      end
+      # resource path
+      local_var_path = '/activities'
+
+      # query parameters
+      query_params = opts[:query_params] || {}
+      query_params[:'userId'] = user_id
+      query_params[:'userSecret'] = user_secret
+      query_params[:'startDate'] = opts[:'start_date'] if !opts[:'start_date'].nil?
+      query_params[:'endDate'] = opts[:'end_date'] if !opts[:'end_date'].nil?
+      query_params[:'accounts'] = opts[:'accounts'] if !opts[:'accounts'].nil?
+      query_params[:'brokerageAuthorizations'] = opts[:'brokerage_authorizations'] if !opts[:'brokerage_authorizations'].nil?
+      query_params[:'type'] = opts[:'type'] if !opts[:'type'].nil?
+
+      # header parameters
+      header_params = opts[:header_params] || {}
+      # HTTP header 'Accept' (if needed)
+      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
+
+      # form parameters
+      form_params = opts[:form_params] || {}
+
+      # http body (model)
+      post_body = opts[:debug_body]
+
+      # return_type
+      return_type = opts[:debug_return_type] || 'Array<UniversalActivity>'
+
+      # auth_names
+      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
+
+      new_options = opts.merge(
+        :operation => :"TransactionsAndReportingApi.get_activities",
+        :header_params => header_params,
+        :query_params => query_params,
+        :form_params => form_params,
+        :body => post_body,
+        :auth_names => auth_names,
+        :return_type => return_type
+      )
+
+      data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
+      if @api_client.config.debugging
+        @api_client.config.logger.debug "API called: TransactionsAndReportingApi#get_activities\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
+      end
+      return data, status_code, headers, response
+    end
+
+
+    # Get performance information for a specific timeframe
+    # Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Total Equity Timeframe and Rate of Returns are experimental and should not be trusted to be 100% accurate
+    # @param start_date [Date] 
+    # @param end_date [Date] 
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param accounts [String] Optional comma seperated list of account IDs used to filter the request on specific accounts
+    # @param detailed [Boolean] Optional, increases frequency of data points for the total value and contribution charts if set to true
+    # @param frequency [String] Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def get_reporting_custom_range(start_date:, end_date:, user_id:, user_secret:, accounts: SENTINEL, detailed: SENTINEL, frequency: SENTINEL, extra: {})
+      extra[:accounts] = accounts if accounts != SENTINEL
+      extra[:detailed] = detailed if detailed != SENTINEL
+      extra[:frequency] = frequency if frequency != SENTINEL
+
+      data, _status_code, _headers = get_reporting_custom_range_with_http_info_impl(start_date, end_date, user_id, user_secret, extra)
+      data
+    end
+
+    # Get performance information for a specific timeframe
+    # Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Total Equity Timeframe and Rate of Returns are experimental and should not be trusted to be 100% accurate
+    # @param start_date [Date] 
+    # @param end_date [Date] 
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param accounts [String] Optional comma seperated list of account IDs used to filter the request on specific accounts
+    # @param detailed [Boolean] Optional, increases frequency of data points for the total value and contribution charts if set to true
+    # @param frequency [String] Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def get_reporting_custom_range_with_http_info(start_date:, end_date:, user_id:, user_secret:, accounts: SENTINEL, detailed: SENTINEL, frequency: SENTINEL, extra: {})
+      extra[:accounts] = accounts if accounts != SENTINEL
+      extra[:detailed] = detailed if detailed != SENTINEL
+      extra[:frequency] = frequency if frequency != SENTINEL
+
+      get_reporting_custom_range_with_http_info_impl(start_date, end_date, user_id, user_secret, extra)
+    end
+
+    # Get performance information for a specific timeframe
+    # Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Total Equity Timeframe and Rate of Returns are experimental and should not be trusted to be 100% accurate
+    # @param start_date [Date] 
+    # @param end_date [Date] 
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param [Hash] opts the optional parameters
+    # @option opts [String] :accounts Optional comma seperated list of account IDs used to filter the request on specific accounts
+    # @option opts [Boolean] :detailed Optional, increases frequency of data points for the total value and contribution charts if set to true
+    # @option opts [String] :frequency Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.
+    # @return [PerformanceCustom]
+    def get_reporting_custom_range_impl(start_date, end_date, user_id, user_secret, opts = {})
+      data, _status_code, _headers = get_reporting_custom_range_with_http_info(start_date, end_date, user_id, user_secret, opts)
+      data
+    end
+
+    # Get performance information for a specific timeframe
+    # Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Total Equity Timeframe and Rate of Returns are experimental and should not be trusted to be 100% accurate
+    # @param start_date [Date] 
+    # @param end_date [Date] 
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param [Hash] opts the optional parameters
+    # @option opts [String] :accounts Optional comma seperated list of account IDs used to filter the request on specific accounts
+    # @option opts [Boolean] :detailed Optional, increases frequency of data points for the total value and contribution charts if set to true
+    # @option opts [String] :frequency Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.
+    # @return [Array<(PerformanceCustom, Integer, Hash)>] PerformanceCustom data, response status code and response headers
+    def get_reporting_custom_range_with_http_info_impl(start_date, end_date, user_id, user_secret, opts = {})
+      if @api_client.config.debugging
+        @api_client.config.logger.debug 'Calling API: TransactionsAndReportingApi.get_reporting_custom_range ...'
+      end
+      # verify the required parameter 'start_date' is set
+      if @api_client.config.client_side_validation && start_date.nil?
+        fail ArgumentError, "Missing the required parameter 'start_date' when calling TransactionsAndReportingApi.get_reporting_custom_range"
+      end
+      # verify the required parameter 'end_date' is set
+      if @api_client.config.client_side_validation && end_date.nil?
+        fail ArgumentError, "Missing the required parameter 'end_date' when calling TransactionsAndReportingApi.get_reporting_custom_range"
+      end
+      # verify the required parameter 'user_id' is set
+      if @api_client.config.client_side_validation && user_id.nil?
+        fail ArgumentError, "Missing the required parameter 'user_id' when calling TransactionsAndReportingApi.get_reporting_custom_range"
+      end
+      # verify the required parameter 'user_secret' is set
+      if @api_client.config.client_side_validation && user_secret.nil?
+        fail ArgumentError, "Missing the required parameter 'user_secret' when calling TransactionsAndReportingApi.get_reporting_custom_range"
+      end
+      # resource path
+      local_var_path = '/performance/custom'
+
+      # query parameters
+      query_params = opts[:query_params] || {}
+      query_params[:'startDate'] = start_date
+      query_params[:'endDate'] = end_date
+      query_params[:'userId'] = user_id
+      query_params[:'userSecret'] = user_secret
+      query_params[:'accounts'] = opts[:'accounts'] if !opts[:'accounts'].nil?
+      query_params[:'detailed'] = opts[:'detailed'] if !opts[:'detailed'].nil?
+      query_params[:'frequency'] = opts[:'frequency'] if !opts[:'frequency'].nil?
+
+      # header parameters
+      header_params = opts[:header_params] || {}
+      # HTTP header 'Accept' (if needed)
+      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
+
+      # form parameters
+      form_params = opts[:form_params] || {}
+
+      # http body (model)
+      post_body = opts[:debug_body]
+
+      # return_type
+      return_type = opts[:debug_return_type] || 'PerformanceCustom'
+
+      # auth_names
+      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
+
+      new_options = opts.merge(
+        :operation => :"TransactionsAndReportingApi.get_reporting_custom_range",
+        :header_params => header_params,
+        :query_params => query_params,
+        :form_params => form_params,
+        :body => post_body,
+        :auth_names => auth_names,
+        :return_type => return_type
+      )
+
+      data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
+      if @api_client.config.debugging
+        @api_client.config.logger.debug "API called: TransactionsAndReportingApi#get_reporting_custom_range\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
+      end
+      return data, status_code, headers, response
+    end
+  end
+
+  # top-level client access to avoid having the user to insantiate their own API instances
+  TransactionsAndReporting = TransactionsAndReportingApi::new
+end