snaptrade 2.0.139 → 2.0.141

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data/Gemfile.lock

@@ -1,7 +1,7 @@
 PATH
   remote: .
   specs:
-    snaptrade (2.0.139)
+    snaptrade (2.0.141)
       faraday (>= 1.0.1, < 3.0)
       faraday-multipart (~> 1.0, >= 1.0.4)
 

data/README.md

@@ -6,7 +6,7 @@
 
 Connect brokerage accounts to your app for live positions and trading
 
-[![npm](https://img.shields.io/badge/gem-v2.0.139-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.139)
+[![npm](https://img.shields.io/badge/gem-v2.0.141-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.141)
 [![More Info](https://img.shields.io/badge/More%20Info-Click%20Here-orange)](https://snaptrade.com/)
 
 </div>
@@ -81,7 +81,7 @@ Connect brokerage accounts to your app for live positions and trading
 Add to Gemfile:
 
 ```ruby
-gem 'snaptrade', '~> 2.0.139'
+gem 'snaptrade', '~> 2.0.141'
 ```
 
 ## Getting Started<a id="getting-started"></a>
@@ -527,6 +527,8 @@ Returns a list of balances, positions, and recent orders for the specified accou
 
 The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
 
+If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
+
 
 #### 🛠️ Usage<a id="🛠️-usage"></a>
 
@@ -717,6 +719,7 @@ result = snaptrade.authentication.login_snap_trade_user(
   custom_redirect: "https://snaptrade.com",
   reconnect: "8b5f262d-4bb9-365d-888a-202bd3b15fa1",
   connection_type: "read",
+  show_close_button: true,
   connection_portal_version: "v4",
 )
 p result
@@ -754,6 +757,10 @@ Determines connection permissions (default: read) - `read`: Data access only. -
 a trading connection if the brokerage supports it, otherwise falls back to
 read-only access automatically.
 
+##### showCloseButton: `Boolean`<a id="showclosebutton-boolean"></a>
+Controls whether the close (X) button is displayed in the connection portal.
+When false, you control closing behavior from your app. Defaults to true.
+
 ##### connectionPortalVersion: [`ConnectionPortalVersion`](./lib/snaptrade/models/connection_portal_version.rb)<a id="connectionportalversion-connectionportalversionlibsnaptrademodelsconnection_portal_versionrb"></a>
 Sets the connection portal version to render. Currently only v4 is supported and
 is the default. All other versions are deprecated and will automatically be set

data/lib/snaptrade/api/account_information_api.rb

@@ -1095,6 +1095,8 @@ module SnapTrade
     # Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__
     # 
     # The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
+    # 
+    # If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
     #
     # @param account_id [String] 
     # @param user_id [String] 
@@ -1110,6 +1112,8 @@ module SnapTrade
     # Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__
     # 
     # The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
+    # 
+    # If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
     #
     # @param account_id [String] 
     # @param user_id [String] 
@@ -1120,7 +1124,7 @@ module SnapTrade
     end
 
     # List account holdings
-    # Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__  The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**. 
+    # Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__  The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.  If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection. 
     # @param account_id [String] 
     # @param user_id [String] 
     # @param user_secret [String] 
@@ -1132,7 +1136,7 @@ module SnapTrade
     end
 
     # List account holdings
-    # Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__  The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**. 
+    # Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__  The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.  If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection. 
     # @param account_id [String] 
     # @param user_id [String] 
     # @param user_secret [String] 

data/lib/snaptrade/api/authentication_api.rb

@@ -193,16 +193,18 @@ module SnapTrade
     # @param custom_redirect [String] URL to redirect the user to after the user connects their brokerage account. This parameter is ignored if the connection portal is loaded inside an iframe. See the [guide on ways to integrate the connection portal](/docs/implement-connection-portal) for more information.
     # @param reconnect [String] The UUID of the brokerage connection to be reconnected. This parameter should be left empty unless you are reconnecting a disabled connection. See the [guide on fixing broken connections](/docs/fix-broken-connections) for more information.
     # @param connection_type [ConnectionType] Determines connection permissions (default: read) - `read`: Data access only. - `trade`: Data and trading access. - `trade-if-available`: Attempts to establish a trading connection if the brokerage supports it, otherwise falls back to read-only access automatically. 
+    # @param show_close_button [Boolean] Controls whether the close (X) button is displayed in the connection portal. When false, you control closing behavior from your app. Defaults to true.
     # @param connection_portal_version [ConnectionPortalVersion] Sets the connection portal version to render. Currently only v4 is supported and is the default. All other versions are deprecated and will automatically be set to v4.
     # @param body [SnapTradeLoginUserRequestBody] 
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def login_snap_trade_user(user_id:, user_secret:, broker: SENTINEL, immediate_redirect: SENTINEL, custom_redirect: SENTINEL, reconnect: SENTINEL, connection_type: 'read', connection_portal_version: 'v4', extra: {})
+    def login_snap_trade_user(user_id:, user_secret:, broker: SENTINEL, immediate_redirect: SENTINEL, custom_redirect: SENTINEL, reconnect: SENTINEL, connection_type: 'read', show_close_button: SENTINEL, connection_portal_version: 'v4', extra: {})
       _body = {}
       _body[:broker] = broker if broker != SENTINEL
       _body[:immediateRedirect] = immediate_redirect if immediate_redirect != SENTINEL
       _body[:customRedirect] = custom_redirect if custom_redirect != SENTINEL
       _body[:reconnect] = reconnect if reconnect != SENTINEL
       _body[:connectionType] = connection_type if connection_type != SENTINEL
+      _body[:showCloseButton] = show_close_button if show_close_button != SENTINEL
       _body[:connectionPortalVersion] = connection_portal_version if connection_portal_version != SENTINEL
       extra[:snap_trade_login_user_request_body] = _body if !_body.empty?
       data, _status_code, _headers = login_snap_trade_user_with_http_info_impl(user_id, user_secret, extra)
@@ -222,16 +224,18 @@ module SnapTrade
     # @param custom_redirect [String] URL to redirect the user to after the user connects their brokerage account. This parameter is ignored if the connection portal is loaded inside an iframe. See the [guide on ways to integrate the connection portal](/docs/implement-connection-portal) for more information.
     # @param reconnect [String] The UUID of the brokerage connection to be reconnected. This parameter should be left empty unless you are reconnecting a disabled connection. See the [guide on fixing broken connections](/docs/fix-broken-connections) for more information.
     # @param connection_type [ConnectionType] Determines connection permissions (default: read) - `read`: Data access only. - `trade`: Data and trading access. - `trade-if-available`: Attempts to establish a trading connection if the brokerage supports it, otherwise falls back to read-only access automatically. 
+    # @param show_close_button [Boolean] Controls whether the close (X) button is displayed in the connection portal. When false, you control closing behavior from your app. Defaults to true.
     # @param connection_portal_version [ConnectionPortalVersion] Sets the connection portal version to render. Currently only v4 is supported and is the default. All other versions are deprecated and will automatically be set to v4.
     # @param body [SnapTradeLoginUserRequestBody] 
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def login_snap_trade_user_with_http_info(user_id:, user_secret:, broker: SENTINEL, immediate_redirect: SENTINEL, custom_redirect: SENTINEL, reconnect: SENTINEL, connection_type: 'read', connection_portal_version: 'v4', extra: {})
+    def login_snap_trade_user_with_http_info(user_id:, user_secret:, broker: SENTINEL, immediate_redirect: SENTINEL, custom_redirect: SENTINEL, reconnect: SENTINEL, connection_type: 'read', show_close_button: SENTINEL, connection_portal_version: 'v4', extra: {})
       _body = {}
       _body[:broker] = broker if broker != SENTINEL
       _body[:immediateRedirect] = immediate_redirect if immediate_redirect != SENTINEL
       _body[:customRedirect] = custom_redirect if custom_redirect != SENTINEL
       _body[:reconnect] = reconnect if reconnect != SENTINEL
       _body[:connectionType] = connection_type if connection_type != SENTINEL
+      _body[:showCloseButton] = show_close_button if show_close_button != SENTINEL
       _body[:connectionPortalVersion] = connection_portal_version if connection_portal_version != SENTINEL
       extra[:snap_trade_login_user_request_body] = _body if !_body.empty?
       login_snap_trade_user_with_http_info_impl(user_id, user_secret, extra)

data/lib/snaptrade/models/snap_trade_login_user_request_body.rb

@@ -28,6 +28,9 @@ module SnapTrade
     # Determines connection permissions (default: read) - `read`: Data access only. - `trade`: Data and trading access. - `trade-if-available`: Attempts to establish a trading connection if the brokerage supports it, otherwise falls back to read-only access automatically. 
     attr_accessor :connection_type
 
+    # Controls whether the close (X) button is displayed in the connection portal. When false, you control closing behavior from your app. Defaults to true.
+    attr_accessor :show_close_button
+
     # Sets the connection portal version to render. Currently only v4 is supported and is the default. All other versions are deprecated and will automatically be set to v4.
     attr_accessor :connection_portal_version
 
@@ -39,6 +42,7 @@ module SnapTrade
         :'custom_redirect' => :'customRedirect',
         :'reconnect' => :'reconnect',
         :'connection_type' => :'connectionType',
+        :'show_close_button' => :'showCloseButton',
         :'connection_portal_version' => :'connectionPortalVersion'
       }
     end
@@ -56,6 +60,7 @@ module SnapTrade
         :'custom_redirect' => :'String',
         :'reconnect' => :'String',
         :'connection_type' => :'ConnectionType',
+        :'show_close_button' => :'Boolean',
         :'connection_portal_version' => :'ConnectionPortalVersion'
       }
     end
@@ -103,6 +108,10 @@ module SnapTrade
         self.connection_type = 'read'
       end
 
+      if attributes.key?(:'show_close_button')
+        self.show_close_button = attributes[:'show_close_button']
+      end
+
       if attributes.key?(:'connection_portal_version')
         self.connection_portal_version = attributes[:'connection_portal_version']
       else
@@ -133,6 +142,7 @@ module SnapTrade
           custom_redirect == o.custom_redirect &&
           reconnect == o.reconnect &&
           connection_type == o.connection_type &&
+          show_close_button == o.show_close_button &&
           connection_portal_version == o.connection_portal_version
     end
 
@@ -145,7 +155,7 @@ module SnapTrade
     # Calculates hash code according to all attributes.
     # @return [Integer] Hash code
     def hash
-      [broker, immediate_redirect, custom_redirect, reconnect, connection_type, connection_portal_version].hash
+      [broker, immediate_redirect, custom_redirect, reconnect, connection_type, show_close_button, connection_portal_version].hash
     end
 
     # Builds the object from hash

data/lib/snaptrade/version.rb

@@ -8,5 +8,5 @@ Contact: api@snaptrade.com
 =end
 
 module SnapTrade
-  VERSION = '2.0.139'
+  VERSION = '2.0.141'
 end

data/spec/api/account_information_api_spec.rb

@@ -164,7 +164,7 @@ describe 'AccountInformationApi' do
 
   # unit tests for get_user_holdings
   # List account holdings
-  # Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__  The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**. 
+  # Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__  The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.  If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection. 
   # @param account_id 
   # @param user_id 
   # @param user_secret 

data/spec/models/snap_trade_login_user_request_body_spec.rb

@@ -50,6 +50,12 @@ describe SnapTrade::SnapTradeLoginUserRequestBody do
     end
   end
 
+  describe 'test attribute "show_close_button"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
   describe 'test attribute "connection_portal_version"' do
     it 'should work' do
       # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: snaptrade
 version: !ruby/object:Gem::Version
-  version: 2.0.139
+  version: 2.0.141
 platform: ruby
 authors:
 - SnapTrade
 autorequire: 
 bindir: bin
 cert_chain: []
-date: 2025-09-29 00:00:00.000000000 Z
+date: 2025-10-08 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: faraday