snaptrade 2.0.184 → 2.0.185

checksums.yaml

@@ -1,7 +1,7 @@
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data/Gemfile.lock

@@ -1,7 +1,7 @@
 PATH
   remote: .
   specs:
-    snaptrade (2.0.184)
+    snaptrade (2.0.185)
       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-v2.0.184-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.184)
+[![npm](https://img.shields.io/badge/gem-v2.0.185-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.185)
 [![More Info](https://img.shields.io/badge/More%20Info-Click%20Here-orange)](https://snaptrade.com/)
 
 </div>
@@ -71,6 +71,7 @@ Connect brokerage accounts to your app for live positions and trading
   * [`snaptrade.trading.get_user_account_option_quotes`](#snaptradetradingget_user_account_option_quotes)
   * [`snaptrade.trading.get_user_account_quotes`](#snaptradetradingget_user_account_quotes)
   * [`snaptrade.trading.place_bracket_order`](#snaptradetradingplace_bracket_order)
+  * [`snaptrade.trading.place_complex_order`](#snaptradetradingplace_complex_order)
   * [`snaptrade.trading.place_crypto_order`](#snaptradetradingplace_crypto_order)
   * [`snaptrade.trading.place_force_order`](#snaptradetradingplace_force_order)
   * [`snaptrade.trading.place_mleg_order`](#snaptradetradingplace_mleg_order)
@@ -88,7 +89,7 @@ Connect brokerage accounts to your app for live positions and trading
 Add to Gemfile:
 
 ```ruby
-gem 'snaptrade', '~> 2.0.184'
+gem 'snaptrade', '~> 2.0.185'
 ```
 
 ## Getting Started<a id="getting-started"></a>
@@ -2205,6 +2206,79 @@ Must be `null` if `notional_value` is provided.
 ---
 
 
+### `snaptrade.trading.place_complex_order`<a id="snaptradetradingplace_complex_order"></a>
+
+Places a complex conditional order (OCO, OTO, or OTOCO). Disabled by default — contact support to enable.
+Only supported on certain brokerages.
+
+- **OCO** (One Cancels the Other): Two peer orders; when one fills the other is cancelled.
+- **OTO** (One Triggers the Other): A trigger order that, when filled, activates a conditional order.
+- **OTOCO** (One Triggers a One Cancels the Other): A trigger order that, when filled, activates an OCO pair of two peer orders.
+
+
+#### 🛠️ Usage<a id="🛠️-usage"></a>
+
+```ruby
+result = snaptrade.trading.place_complex_order(
+  type: "OTO",
+  orders: [
+        {
+            "order_role" => "TRIGGER",
+            "action" => "BUY",
+            "instrument" => {
+                "symbol" => "AAPL",
+                "type" => "EQUITY",
+            },
+            "order_type" => "Market",
+            "units" => 10.5,
+            "time_in_force" => "Day",
+            "price" => 31.33,
+            "stop" => 29.5,
+        }
+    ],
+  account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
+  user_id: "snaptrade-user-123",
+  user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
+  client_order_id: "my-order-123",
+)
+p result
+```
+
+#### ⚙️ Parameters<a id="⚙️-parameters"></a>
+
+##### type: [`ManualTradeFormComplexType`](./lib/snaptrade/models/manual_trade_form_complex_type.rb)<a id="type-manualtradeformcomplextypelibsnaptrademodelsmanual_trade_form_complex_typerb"></a>
+The complex order type. - `OCO`: One Cancels the Other — two peer orders. -
+`OTO`: One Triggers the Other — a trigger order and a conditional order. -
+`OTOCO`: One Triggers a One Cancels the Other — a trigger order and two peer
+orders.
+
+##### orders: Array<[`ComplexOrderLeg`](./lib/snaptrade/models/complex_order_leg.rb)><a id="orders-array"></a>
+The orders that make up the complex order. Required counts and roles per type: -
+`OCO`: exactly 2 orders, both `PEER` - `OTO`: exactly 2 orders, one `TRIGGER`
+and one `CONDITIONAL` - `OTOCO`: exactly 3 orders, one `TRIGGER` and two `PEER`
+
+##### account_id: `String`<a id="account_id-string"></a>
+The ID of the account to execute the trade on.
+
+##### user_id: `String`<a id="user_id-string"></a>
+##### user_secret: `String`<a id="user_secret-string"></a>
+##### client_order_id: `String`<a id="client_order_id-string"></a>
+An optional client-provided identifier for this complex order. Passed through to
+the brokerage and returned in the response.
+
+#### 🔄 Return<a id="🔄-return"></a>
+
+[ComplexOrderResponse](./lib/snaptrade/models/complex_order_response.rb)
+
+#### 🌐 Endpoint<a id="🌐-endpoint"></a>
+
+`/accounts/{accountId}/trading/complex` `POST`
+
+[🔙 **Back to Table of Contents**](#table-of-contents)
+
+---
+
+
 ### `snaptrade.trading.place_crypto_order`<a id="snaptradetradingplace_crypto_order"></a>
 
 Places an order in the specified account.

data/lib/snaptrade/api/trading_api.rb

@@ -1079,6 +1079,148 @@ module SnapTrade
     end
 
 
+    # Place complex order
+    #
+    # Places a complex conditional order (OCO, OTO, or OTOCO). Disabled by default — contact support to enable.
+    # Only supported on certain brokerages.
+    # 
+    # - **OCO** (One Cancels the Other): Two peer orders; when one fills the other is cancelled.
+    # - **OTO** (One Triggers the Other): A trigger order that, when filled, activates a conditional order.
+    # - **OTOCO** (One Triggers a One Cancels the Other): A trigger order that, when filled, activates an OCO pair of two peer orders.
+    #
+    # @param type [ManualTradeFormComplexType] The complex order type. - `OCO`: One Cancels the Other — two peer orders. - `OTO`: One Triggers the Other — a trigger order and a conditional order. - `OTOCO`: One Triggers a One Cancels the Other — a trigger order and two peer orders. 
+    # @param orders [Array<ComplexOrderLeg>] The orders that make up the complex order. Required counts and roles per type: - `OCO`: exactly 2 orders, both `PEER` - `OTO`: exactly 2 orders, one `TRIGGER` and one `CONDITIONAL` - `OTOCO`: exactly 3 orders, one `TRIGGER` and two `PEER` 
+    # @param account_id [String] The ID of the account to execute the trade on.
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param client_order_id [String] An optional client-provided identifier for this complex order. Passed through to the brokerage and returned in the response.
+    # @param body [ManualTradeFormComplex] 
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def place_complex_order(type:, orders:, account_id:, user_id:, user_secret:, client_order_id: SENTINEL, extra: {})
+      _body = {}
+      _body[:type] = type if type != SENTINEL
+      _body[:orders] = orders if orders != SENTINEL
+      _body[:client_order_id] = client_order_id if client_order_id != SENTINEL
+      manual_trade_form_complex = _body
+      data, _status_code, _headers = place_complex_order_with_http_info_impl(account_id, user_id, user_secret, manual_trade_form_complex, extra)
+      data
+    end
+
+    # Place complex order
+    #
+    # Places a complex conditional order (OCO, OTO, or OTOCO). Disabled by default — contact support to enable.
+    # Only supported on certain brokerages.
+    # 
+    # - **OCO** (One Cancels the Other): Two peer orders; when one fills the other is cancelled.
+    # - **OTO** (One Triggers the Other): A trigger order that, when filled, activates a conditional order.
+    # - **OTOCO** (One Triggers a One Cancels the Other): A trigger order that, when filled, activates an OCO pair of two peer orders.
+    #
+    # @param type [ManualTradeFormComplexType] The complex order type. - `OCO`: One Cancels the Other — two peer orders. - `OTO`: One Triggers the Other — a trigger order and a conditional order. - `OTOCO`: One Triggers a One Cancels the Other — a trigger order and two peer orders. 
+    # @param orders [Array<ComplexOrderLeg>] The orders that make up the complex order. Required counts and roles per type: - `OCO`: exactly 2 orders, both `PEER` - `OTO`: exactly 2 orders, one `TRIGGER` and one `CONDITIONAL` - `OTOCO`: exactly 3 orders, one `TRIGGER` and two `PEER` 
+    # @param account_id [String] The ID of the account to execute the trade on.
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param client_order_id [String] An optional client-provided identifier for this complex order. Passed through to the brokerage and returned in the response.
+    # @param body [ManualTradeFormComplex] 
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def place_complex_order_with_http_info(type:, orders:, account_id:, user_id:, user_secret:, client_order_id: SENTINEL, extra: {})
+      _body = {}
+      _body[:type] = type if type != SENTINEL
+      _body[:orders] = orders if orders != SENTINEL
+      _body[:client_order_id] = client_order_id if client_order_id != SENTINEL
+      manual_trade_form_complex = _body
+      place_complex_order_with_http_info_impl(account_id, user_id, user_secret, manual_trade_form_complex, extra)
+    end
+
+    # Place complex order
+    # Places a complex conditional order (OCO, OTO, or OTOCO). Disabled by default — contact support to enable. Only supported on certain brokerages.  - **OCO** (One Cancels the Other): Two peer orders; when one fills the other is cancelled. - **OTO** (One Triggers the Other): A trigger order that, when filled, activates a conditional order. - **OTOCO** (One Triggers a One Cancels the Other): A trigger order that, when filled, activates an OCO pair of two peer orders. 
+    # @param account_id [String] The ID of the account to execute the trade on.
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param manual_trade_form_complex [ManualTradeFormComplex] 
+    # @param [Hash] opts the optional parameters
+    # @return [ComplexOrderResponse]
+    private def place_complex_order_impl(account_id, user_id, user_secret, manual_trade_form_complex, opts = {})
+      data, _status_code, _headers = place_complex_order_with_http_info(account_id, user_id, user_secret, manual_trade_form_complex, opts)
+      data
+    end
+
+    # Place complex order
+    # Places a complex conditional order (OCO, OTO, or OTOCO). Disabled by default — contact support to enable. Only supported on certain brokerages.  - **OCO** (One Cancels the Other): Two peer orders; when one fills the other is cancelled. - **OTO** (One Triggers the Other): A trigger order that, when filled, activates a conditional order. - **OTOCO** (One Triggers a One Cancels the Other): A trigger order that, when filled, activates an OCO pair of two peer orders. 
+    # @param account_id [String] The ID of the account to execute the trade on.
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param manual_trade_form_complex [ManualTradeFormComplex] 
+    # @param [Hash] opts the optional parameters
+    # @return [Array<(ComplexOrderResponse, Integer, Hash)>] ComplexOrderResponse data, response status code and response headers
+    private def place_complex_order_with_http_info_impl(account_id, user_id, user_secret, manual_trade_form_complex, opts = {})
+      if @api_client.config.debugging
+        @api_client.config.logger.debug 'Calling API: TradingApi.place_complex_order ...'
+      end
+      # verify the required parameter 'account_id' is set
+      if @api_client.config.client_side_validation && account_id.nil?
+        fail ArgumentError, "Missing the required parameter 'account_id' when calling TradingApi.place_complex_order"
+      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 TradingApi.place_complex_order"
+      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 TradingApi.place_complex_order"
+      end
+      # verify the required parameter 'manual_trade_form_complex' is set
+      if @api_client.config.client_side_validation && manual_trade_form_complex.nil?
+        fail ArgumentError, "Missing the required parameter 'manual_trade_form_complex' when calling TradingApi.place_complex_order"
+      end
+      # resource path
+      local_var_path = '/accounts/{accountId}/trading/complex'.sub('{' + 'accountId' + '}', CGI.escape(account_id.to_s))
+
+      # query parameters
+      query_params = opts[:query_params] || {}
+      query_params[:'userId'] = user_id
+      query_params[:'userSecret'] = user_secret
+
+      # header parameters
+      header_params = opts[:header_params] || {}
+      # HTTP header 'Accept' (if needed)
+      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
+      # HTTP header 'Content-Type'
+      content_type = @api_client.select_header_content_type(['application/json'])
+      if !content_type.nil?
+        header_params['Content-Type'] = content_type
+      end
+
+      # form parameters
+      form_params = opts[:form_params] || {}
+
+      # http body (model)
+      post_body = opts[:debug_body] || @api_client.object_to_http_body(manual_trade_form_complex)
+
+      # return_type
+      return_type = opts[:debug_return_type] || 'ComplexOrderResponse'
+
+      # auth_names
+      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
+
+      new_options = opts.merge(
+        :operation => :"TradingApi.place_complex_order",
+        :header_params => header_params,
+        :query_params => query_params,
+        :form_params => form_params,
+        :body => post_body,
+        :auth_names => auth_names,
+        :return_type => return_type
+      )
+
+      data, status_code, headers, response = @api_client.call_api(:POST, local_var_path, new_options)
+      if @api_client.config.debugging
+        @api_client.config.logger.debug "API called: TradingApi#place_complex_order\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
+      end
+      return data, status_code, headers, response
+    end
+
+
     # Place crypto order
     #
     # Places an order in the specified account.

data/lib/snaptrade/models/complex_order_leg.rb

@@ -0,0 +1,319 @@
+=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 'date'
+require 'time'
+
+module SnapTrade
+  # A single leg within a complex order.
+  class ComplexOrderLeg
+    # The role of this leg within the complex order.
+    attr_accessor :order_role
+
+    # The action describes the intent or side of a trade. This is either `BUY` or `SELL`.
+    attr_accessor :action
+
+    attr_accessor :instrument
+
+    # The type of order to place.  - For `Limit` and `StopLimit` orders, the `price` field is required. - For `Stop` and `StopLimit` orders, the `stop` field is required. 
+    attr_accessor :order_type
+
+    # Number of shares for the order. This can be a decimal for fractional orders. Must be `null` if `notional_value` is provided.
+    attr_accessor :units
+
+    # The Time in Force type for the order. This field indicates how long the order will remain active before it is executed or expires. Here are the supported values:   - `Day` - Day. The order is valid only for the trading day on which it is placed.   - `GTC` - Good Til Canceled. The order is valid until it is executed or canceled.   - `FOK` - Fill Or Kill. The order must be executed in its entirety immediately or be canceled completely.   - `IOC` - Immediate Or Cancel. The order must be executed immediately. Any portion of the order that cannot be filled immediately will be canceled. 
+    attr_accessor :time_in_force
+
+    # The limit price. Required when `order_type` is `Limit` or `StopLimit`.
+    attr_accessor :price
+
+    # The stop trigger price. Required when `order_type` is `Stop` or `StopLimit`.
+    attr_accessor :stop
+
+    # Attribute mapping from ruby-style variable name to JSON key.
+    def self.attribute_map
+      {
+        :'order_role' => :'order_role',
+        :'action' => :'action',
+        :'instrument' => :'instrument',
+        :'order_type' => :'order_type',
+        :'units' => :'units',
+        :'time_in_force' => :'time_in_force',
+        :'price' => :'price',
+        :'stop' => :'stop'
+      }
+    end
+
+    # Returns all the JSON keys this model knows about
+    def self.acceptable_attributes
+      attribute_map.values
+    end
+
+    # Attribute type mapping.
+    def self.openapi_types
+      {
+        :'order_role' => :'OrderRole',
+        :'action' => :'ActionStrict',
+        :'instrument' => :'TradingInstrument',
+        :'order_type' => :'OrderTypeStrict',
+        :'units' => :'Float',
+        :'time_in_force' => :'TimeInForceStrict',
+        :'price' => :'Float',
+        :'stop' => :'Float'
+      }
+    end
+
+    # List of attributes with nullable: true
+    def self.openapi_nullable
+      Set.new([
+        :'price',
+        :'stop'
+      ])
+    end
+
+    # Initializes the object
+    # @param [Hash] attributes Model attributes in the form of hash
+    def initialize(attributes = {})
+      if (!attributes.is_a?(Hash))
+        fail ArgumentError, "The input argument (attributes) must be a hash in `SnapTrade::ComplexOrderLeg` initialize method"
+      end
+
+      # check to see if the attribute exists and convert string to symbol for hash key
+      attributes = attributes.each_with_object({}) { |(k, v), h|
+        if (!self.class.attribute_map.key?(k.to_sym))
+          fail ArgumentError, "`#{k}` is not a valid attribute in `SnapTrade::ComplexOrderLeg`. Please check the name to make sure it's valid. List of attributes: " + self.class.attribute_map.keys.inspect
+        end
+        h[k.to_sym] = v
+      }
+
+      if attributes.key?(:'order_role')
+        self.order_role = attributes[:'order_role']
+      end
+
+      if attributes.key?(:'action')
+        self.action = attributes[:'action']
+      end
+
+      if attributes.key?(:'instrument')
+        self.instrument = attributes[:'instrument']
+      end
+
+      if attributes.key?(:'order_type')
+        self.order_type = attributes[:'order_type']
+      end
+
+      if attributes.key?(:'units')
+        self.units = attributes[:'units']
+      end
+
+      if attributes.key?(:'time_in_force')
+        self.time_in_force = attributes[:'time_in_force']
+      end
+
+      if attributes.key?(:'price')
+        self.price = attributes[:'price']
+      end
+
+      if attributes.key?(:'stop')
+        self.stop = attributes[:'stop']
+      end
+    end
+
+    # Show invalid properties with the reasons. Usually used together with valid?
+    # @return Array for valid properties with the reasons
+    def list_invalid_properties
+      invalid_properties = Array.new
+      if @order_role.nil?
+        invalid_properties.push('invalid value for "order_role", order_role cannot be nil.')
+      end
+
+      if @action.nil?
+        invalid_properties.push('invalid value for "action", action cannot be nil.')
+      end
+
+      if @instrument.nil?
+        invalid_properties.push('invalid value for "instrument", instrument cannot be nil.')
+      end
+
+      if @order_type.nil?
+        invalid_properties.push('invalid value for "order_type", order_type cannot be nil.')
+      end
+
+      if @units.nil?
+        invalid_properties.push('invalid value for "units", units cannot be nil.')
+      end
+
+      if @time_in_force.nil?
+        invalid_properties.push('invalid value for "time_in_force", time_in_force cannot be nil.')
+      end
+
+      invalid_properties
+    end
+
+    # Check to see if the all the properties in the model are valid
+    # @return true if the model is valid
+    def valid?
+      return false if @order_role.nil?
+      return false if @action.nil?
+      return false if @instrument.nil?
+      return false if @order_type.nil?
+      return false if @units.nil?
+      return false if @time_in_force.nil?
+      true
+    end
+
+    # Checks equality by comparing each attribute.
+    # @param [Object] Object to be compared
+    def ==(o)
+      return true if self.equal?(o)
+      self.class == o.class &&
+          order_role == o.order_role &&
+          action == o.action &&
+          instrument == o.instrument &&
+          order_type == o.order_type &&
+          units == o.units &&
+          time_in_force == o.time_in_force &&
+          price == o.price &&
+          stop == o.stop
+    end
+
+    # @see the `==` method
+    # @param [Object] Object to be compared
+    def eql?(o)
+      self == o
+    end
+
+    # Calculates hash code according to all attributes.
+    # @return [Integer] Hash code
+    def hash
+      [order_role, action, instrument, order_type, units, time_in_force, price, stop].hash
+    end
+
+    # Builds the object from hash
+    # @param [Hash] attributes Model attributes in the form of hash
+    # @return [Object] Returns the model itself
+    def self.build_from_hash(attributes)
+      new.build_from_hash(attributes)
+    end
+
+    # Builds the object from hash
+    # @param [Hash] attributes Model attributes in the form of hash
+    # @return [Object] Returns the model itself
+    def build_from_hash(attributes)
+      return nil unless attributes.is_a?(Hash)
+      attributes = attributes.transform_keys(&:to_sym)
+      self.class.openapi_types.each_pair do |key, type|
+        if attributes[self.class.attribute_map[key]].nil? && self.class.openapi_nullable.include?(key)
+          self.send("#{key}=", nil)
+        elsif type =~ /\AArray<(.*)>/i
+          # check to ensure the input is an array given that the attribute
+          # is documented as an array but the input is not
+          if attributes[self.class.attribute_map[key]].is_a?(Array)
+            self.send("#{key}=", attributes[self.class.attribute_map[key]].map { |v| _deserialize($1, v) })
+          end
+        elsif !attributes[self.class.attribute_map[key]].nil?
+          self.send("#{key}=", _deserialize(type, attributes[self.class.attribute_map[key]]))
+        end
+      end
+
+      self
+    end
+
+    # Deserializes the data based on type
+    # @param string type Data type
+    # @param string value Value to be deserialized
+    # @return [Object] Deserialized data
+    def _deserialize(type, value)
+      case type.to_sym
+      when :Time
+        Time.parse(value)
+      when :Date
+        Date.parse(value)
+      when :String
+        value.to_s
+      when :Integer
+        value.to_i
+      when :Float
+        value.to_f
+      when :Boolean
+        if value.to_s =~ /\A(true|t|yes|y|1)\z/i
+          true
+        else
+          false
+        end
+      when :Object
+        # generic object (usually a Hash), return directly
+        value
+      when /\AArray<(?<inner_type>.+)>\z/
+        inner_type = Regexp.last_match[:inner_type]
+        value.map { |v| _deserialize(inner_type, v) }
+      when /\AHash<(?<k_type>.+?), (?<v_type>.+)>\z/
+        k_type = Regexp.last_match[:k_type]
+        v_type = Regexp.last_match[:v_type]
+        {}.tap do |hash|
+          value.each do |k, v|
+            hash[_deserialize(k_type, k)] = _deserialize(v_type, v)
+          end
+        end
+      else # model
+        # models (e.g. Pet) or oneOf
+        klass = SnapTrade.const_get(type)
+        klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
+      end
+    end
+
+    # Returns the string representation of the object
+    # @return [String] String presentation of the object
+    def to_s
+      to_hash.to_s
+    end
+
+    # to_body is an alias to to_hash (backward compatibility)
+    # @return [Hash] Returns the object in the form of hash
+    def to_body
+      to_hash
+    end
+
+    # Returns the object in the form of hash
+    # @return [Hash] Returns the object in the form of hash
+    def to_hash
+      hash = {}
+      self.class.attribute_map.each_pair do |attr, param|
+        value = self.send(attr)
+        if value.nil?
+          is_nullable = self.class.openapi_nullable.include?(attr)
+          next if !is_nullable || (is_nullable && !instance_variable_defined?(:"@#{attr}"))
+        end
+
+        hash[param] = _to_hash(value)
+      end
+      hash
+    end
+
+    # Outputs non-array value in the form of hash
+    # For object, use to_hash. Otherwise, just return the value
+    # @param [Object] value Any valid value
+    # @return [Hash] Returns the value in the form of hash
+    def _to_hash(value)
+      if value.is_a?(Array)
+        value.compact.map { |v| _to_hash(v) }
+      elsif value.is_a?(Hash)
+        {}.tap do |hash|
+          value.each { |k, v| hash[k] = _to_hash(v) }
+        end
+      elsif value.respond_to? :to_hash
+        value.to_hash
+      else
+        value
+      end
+    end
+
+  end
+
+end