snaptrade 2.0.156 → 2.0.158

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Files changed (9) hide show
  1. checksums.yaml +4 -4
  2. data/Gemfile.lock +2 -2
  3. data/README.md +3 -3
  4. data/lib/snaptrade/api/account_information_api.rb +4 -4
  5. data/lib/snaptrade/models/account.rb +23 -1
  6. data/lib/snaptrade/version.rb +1 -1
  7. data/spec/api/account_information_api_spec.rb +1 -1
  8. data/spec/models/account_spec.rb +12 -0
  9. metadata +2 -2
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data/Gemfile.lock CHANGED
@@ -1,7 +1,7 @@
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  PATH
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  remote: .
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  specs:
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- snaptrade (2.0.156)
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+ snaptrade (2.0.158)
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  faraday (>= 1.0.1, < 3.0)
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  faraday-multipart (~> 1.0, >= 1.0.4)
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@@ -32,7 +32,7 @@ GEM
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  parser (3.3.10.1)
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  ast (~> 2.4.1)
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  racc
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- prism (1.8.0)
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+ prism (1.9.0)
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  pry (0.14.2)
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  coderay (~> 1.1)
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  method_source (~> 1.0)
data/README.md CHANGED
@@ -6,7 +6,7 @@
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  Connect brokerage accounts to your app for live positions and trading
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- [![npm](https://img.shields.io/badge/gem-v2.0.156-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.156)
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+ [![npm](https://img.shields.io/badge/gem-v2.0.158-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.158)
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  [![More Info](https://img.shields.io/badge/More%20Info-Click%20Here-orange)](https://snaptrade.com/)
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  </div>
@@ -83,7 +83,7 @@ Connect brokerage accounts to your app for live positions and trading
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  Add to Gemfile:
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85
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  ```ruby
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- gem 'snaptrade', '~> 2.0.156'
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+ gem 'snaptrade', '~> 2.0.158'
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  ```
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  ## Getting Started<a id="getting-started"></a>
@@ -192,7 +192,7 @@ values. Here are some of the most popular values: - `BUY` - Asset bought. -
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  contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment.
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  - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares
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  instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` -
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- Fee withdrawn from the account. - `TAX`` - A tax related fee. -
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+ Fee withdrawn from the account. - `TAX` - A tax related fee. -
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  `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option
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  assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` -
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  Transfer of assets from one account to another. - `SPLIT` - A stock share split.
data/lib/snaptrade/api/account_information_api.rb CHANGED
@@ -36,7 +36,7 @@ module SnapTrade
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  # @param end_date [Date] The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
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  # @param offset [Integer] An integer that specifies the starting point of the paginated results. Default is 0.
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  # @param limit [Integer] An integer that specifies the maximum number of transactions to return. Default of 1000.
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- # @param type [String] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `TAX`` - A tax related fee. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another. - `SPLIT` - A stock share split.
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+ # @param type [String] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `TAX` - A tax related fee. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another. - `SPLIT` - A stock share split.
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  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
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  def get_account_activities(account_id:, user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, offset: SENTINEL, limit: SENTINEL, type: SENTINEL, extra: {})
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  extra[:start_date] = start_date if start_date != SENTINEL
@@ -67,7 +67,7 @@ module SnapTrade
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  # @param end_date [Date] The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
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  # @param offset [Integer] An integer that specifies the starting point of the paginated results. Default is 0.
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  # @param limit [Integer] An integer that specifies the maximum number of transactions to return. Default of 1000.
70
- # @param type [String] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `TAX`` - A tax related fee. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another. - `SPLIT` - A stock share split.
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+ # @param type [String] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `TAX` - A tax related fee. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another. - `SPLIT` - A stock share split.
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  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
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  def get_account_activities_with_http_info(account_id:, user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, offset: SENTINEL, limit: SENTINEL, type: SENTINEL, extra: {})
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  extra[:start_date] = start_date if start_date != SENTINEL
@@ -88,7 +88,7 @@ module SnapTrade
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  # @option opts [Date] :end_date The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
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  # @option opts [Integer] :offset An integer that specifies the starting point of the paginated results. Default is 0.
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  # @option opts [Integer] :limit An integer that specifies the maximum number of transactions to return. Default of 1000.
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- # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `TAX`` - A tax related fee. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another. - `SPLIT` - A stock share split.
91
+ # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `TAX` - A tax related fee. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another. - `SPLIT` - A stock share split.
92
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  # @return [PaginatedUniversalActivity]
93
93
  private def get_account_activities_impl(account_id, user_id, user_secret, opts = {})
94
94
  data, _status_code, _headers = get_account_activities_with_http_info(account_id, user_id, user_secret, opts)
@@ -105,7 +105,7 @@ module SnapTrade
105
105
  # @option opts [Date] :end_date The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
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  # @option opts [Integer] :offset An integer that specifies the starting point of the paginated results. Default is 0.
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  # @option opts [Integer] :limit An integer that specifies the maximum number of transactions to return. Default of 1000.
108
- # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `TAX`` - A tax related fee. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another. - `SPLIT` - A stock share split.
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+ # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `TAX` - A tax related fee. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another. - `SPLIT` - A stock share split.
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  # @return [Array<(PaginatedUniversalActivity, Integer, Hash)>] PaginatedUniversalActivity data, response status code and response headers
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  private def get_account_activities_with_http_info_impl(account_id, user_id, user_secret, opts = {})
111
111
  if @api_client.config.debugging
data/lib/snaptrade/models/account.rb CHANGED
@@ -31,6 +31,12 @@ module SnapTrade
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  # Timestamp in [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) format indicating when the account was created in SnapTrade. This is _not_ the account opening date at the brokerage.
32
32
  attr_accessor :created_date
33
33
 
34
+ # Timestamp in [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) format indicating when the account was funded.
35
+ attr_accessor :funding_date
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+
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+ # Timestamp in [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) format indicating when the account was opened at the brokerage.
38
+ attr_accessor :opening_date
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+
34
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  attr_accessor :sync_status
35
41
 
36
42
  attr_accessor :balance
@@ -62,6 +68,8 @@ module SnapTrade
62
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  :'number' => :'number',
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  :'institution_name' => :'institution_name',
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  :'created_date' => :'created_date',
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+ :'funding_date' => :'funding_date',
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+ :'opening_date' => :'opening_date',
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  :'sync_status' => :'sync_status',
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  :'balance' => :'balance',
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  :'status' => :'status',
@@ -87,6 +95,8 @@ module SnapTrade
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  :'number' => :'String',
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  :'institution_name' => :'String',
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  :'created_date' => :'Time',
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+ :'funding_date' => :'Time',
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+ :'opening_date' => :'Time',
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  :'sync_status' => :'AccountSyncStatus',
91
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  :'balance' => :'AccountBalance',
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  :'status' => :'AccountStatus',
@@ -102,6 +112,8 @@ module SnapTrade
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112
  def self.openapi_nullable
103
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  Set.new([
104
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  :'name',
115
+ :'funding_date',
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+ :'opening_date',
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  :'status',
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  :'raw_type',
107
119
  ])
@@ -146,6 +158,14 @@ module SnapTrade
146
158
  self.created_date = attributes[:'created_date']
147
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  end
148
160
 
161
+ if attributes.key?(:'funding_date')
162
+ self.funding_date = attributes[:'funding_date']
163
+ end
164
+
165
+ if attributes.key?(:'opening_date')
166
+ self.opening_date = attributes[:'opening_date']
167
+ end
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+
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  if attributes.key?(:'sync_status')
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  self.sync_status = attributes[:'sync_status']
151
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  end
@@ -247,6 +267,8 @@ module SnapTrade
247
267
  number == o.number &&
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  institution_name == o.institution_name &&
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  created_date == o.created_date &&
270
+ funding_date == o.funding_date &&
271
+ opening_date == o.opening_date &&
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272
  sync_status == o.sync_status &&
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  balance == o.balance &&
252
274
  status == o.status &&
@@ -266,7 +288,7 @@ module SnapTrade
266
288
  # Calculates hash code according to all attributes.
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289
  # @return [Integer] Hash code
268
290
  def hash
269
- [id, brokerage_authorization, name, number, institution_name, created_date, sync_status, balance, status, raw_type, meta, portfolio_group, cash_restrictions, is_paper].hash
291
+ [id, brokerage_authorization, name, number, institution_name, created_date, funding_date, opening_date, sync_status, balance, status, raw_type, meta, portfolio_group, cash_restrictions, is_paper].hash
270
292
  end
271
293
 
272
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  # Builds the object from hash
data/lib/snaptrade/version.rb CHANGED
@@ -8,5 +8,5 @@ Contact: api@snaptrade.com
8
8
  =end
9
9
 
10
10
  module SnapTrade
11
- VERSION = '2.0.156'
11
+ VERSION = '2.0.158'
12
12
  end
data/spec/api/account_information_api_spec.rb CHANGED
@@ -38,7 +38,7 @@ describe 'AccountInformationApi' do
38
38
  # @option opts [Date] :end_date The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on &#x60;trade_date&#x60;.
39
39
  # @option opts [Integer] :offset An integer that specifies the starting point of the paginated results. Default is 0.
40
40
  # @option opts [Integer] :limit An integer that specifies the maximum number of transactions to return. Default of 1000.
41
- # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - &#x60;BUY&#x60; - Asset bought. - &#x60;SELL&#x60; - Asset sold. - &#x60;DIVIDEND&#x60; - Dividend payout. - &#x60;CONTRIBUTION&#x60; - Cash contribution. - &#x60;WITHDRAWAL&#x60; - Cash withdrawal. - &#x60;REI&#x60; - Dividend reinvestment. - &#x60;STOCK_DIVIDEND&#x60; - A type of dividend where a company distributes shares instead of cash - &#x60;INTEREST&#x60; - Interest deposited into the account. - &#x60;FEE&#x60; - Fee withdrawn from the account. - &#x60;TAX&#x60;&#x60; - A tax related fee. - &#x60;OPTIONEXPIRATION&#x60; - Option expiration event. - &#x60;OPTIONASSIGNMENT&#x60; - Option assignment event. - &#x60;OPTIONEXERCISE&#x60; - Option exercise event. - &#x60;TRANSFER&#x60; - Transfer of assets from one account to another. - &#x60;SPLIT&#x60; - A stock share split.
41
+ # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - &#x60;BUY&#x60; - Asset bought. - &#x60;SELL&#x60; - Asset sold. - &#x60;DIVIDEND&#x60; - Dividend payout. - &#x60;CONTRIBUTION&#x60; - Cash contribution. - &#x60;WITHDRAWAL&#x60; - Cash withdrawal. - &#x60;REI&#x60; - Dividend reinvestment. - &#x60;STOCK_DIVIDEND&#x60; - A type of dividend where a company distributes shares instead of cash - &#x60;INTEREST&#x60; - Interest deposited into the account. - &#x60;FEE&#x60; - Fee withdrawn from the account. - &#x60;TAX&#x60; - A tax related fee. - &#x60;OPTIONEXPIRATION&#x60; - Option expiration event. - &#x60;OPTIONASSIGNMENT&#x60; - Option assignment event. - &#x60;OPTIONEXERCISE&#x60; - Option exercise event. - &#x60;TRANSFER&#x60; - Transfer of assets from one account to another. - &#x60;SPLIT&#x60; - A stock share split.
42
42
  # @return [PaginatedUniversalActivity]
43
43
  describe 'get_account_activities test' do
44
44
  it 'should work' do
data/spec/models/account_spec.rb CHANGED
@@ -56,6 +56,18 @@ describe SnapTrade::Account do
56
56
  end
57
57
  end
58
58
 
59
+ describe 'test attribute "funding_date"' do
60
+ it 'should work' do
61
+ # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
62
+ end
63
+ end
64
+
65
+ describe 'test attribute "opening_date"' do
66
+ it 'should work' do
67
+ # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
68
+ end
69
+ end
70
+
59
71
  describe 'test attribute "sync_status"' do
60
72
  it 'should work' do
61
73
  # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
metadata CHANGED
@@ -1,14 +1,14 @@
1
1
  --- !ruby/object:Gem::Specification
2
2
  name: snaptrade
3
3
  version: !ruby/object:Gem::Version
4
- version: 2.0.156
4
+ version: 2.0.158
5
5
  platform: ruby
6
6
  authors:
7
7
  - SnapTrade
8
8
  autorequire:
9
9
  bindir: bin
10
10
  cert_chain: []
11
- date: 2026-01-15 00:00:00.000000000 Z
11
+ date: 2026-01-27 00:00:00.000000000 Z
12
12
  dependencies:
13
13
  - !ruby/object:Gem::Dependency
14
14
  name: faraday