snaptrade 2.0.218 → 2.1.0

data/lib/snaptrade/models/investment_account.rb

@@ -0,0 +1,372 @@
+=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
+  # An investment/brokerage account under a connection. `opening_date`, `funding_date`, and `market_value` are real-time or cached depending on the caller's plan -- see `Connections_listConnectionAccounts`. 
+  class InvestmentAccount
+    # Discriminator for the account kind.
+    attr_accessor :kind
+
+    # Unique identifier for the connected brokerage account. This is the UUID used to reference the account in SnapTrade.
+    attr_accessor :id
+
+    # Unique identifier for the connection (brokerage_authorization_id). This is the UUID used to reference the connection in SnapTrade.
+    attr_accessor :connection_id
+
+    # A display name for the account. Either assigned by the user or by the brokerage itself.
+    attr_accessor :display_name
+
+    # The account number assigned by the brokerage. For some brokerages, this field may be masked for security reasons.
+    attr_accessor :number
+
+    # A stable and unique account identifier provided by the institution. Will be set to null if not provided. When present, can be used to check if a user has connected the same brokerage account across multiple connections.
+    attr_accessor :institution_account_id
+
+    # Unique identifier for the institution (brokerage) that holds the account.
+    attr_accessor :institution_id
+
+    # Timestamp in [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) format indicating when the account was opened at the brokerage.
+    attr_accessor :opening_date
+
+    attr_accessor :sync_status
+
+    # The account type as provided by the brokerage.
+    attr_accessor :raw_type
+
+    # Timestamp in [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) format indicating when the account was funded.
+    attr_accessor :funding_date
+
+    # Indicates whether the account is a paper (simulated) trading account.
+    attr_accessor :is_paper
+
+    attr_accessor :market_value
+
+    # Attribute mapping from ruby-style variable name to JSON key.
+    def self.attribute_map
+      {
+        :'kind' => :'kind',
+        :'id' => :'id',
+        :'connection_id' => :'connection_id',
+        :'display_name' => :'display_name',
+        :'number' => :'number',
+        :'institution_account_id' => :'institution_account_id',
+        :'institution_id' => :'institution_id',
+        :'opening_date' => :'opening_date',
+        :'sync_status' => :'sync_status',
+        :'raw_type' => :'raw_type',
+        :'funding_date' => :'funding_date',
+        :'is_paper' => :'is_paper',
+        :'market_value' => :'market_value'
+      }
+    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
+      {
+        :'kind' => :'Kind',
+        :'id' => :'String',
+        :'connection_id' => :'String',
+        :'display_name' => :'String',
+        :'number' => :'String',
+        :'institution_account_id' => :'String',
+        :'institution_id' => :'String',
+        :'opening_date' => :'Time',
+        :'sync_status' => :'ConnectionAccountSyncStatus',
+        :'raw_type' => :'String',
+        :'funding_date' => :'Time',
+        :'is_paper' => :'Boolean',
+        :'market_value' => :'InvestmentAccountMarketValue'
+      }
+    end
+
+    # List of attributes with nullable: true
+    def self.openapi_nullable
+      Set.new([
+        :'display_name',
+        :'institution_account_id',
+        :'opening_date',
+        :'raw_type',
+        :'funding_date',
+        :'market_value'
+      ])
+    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::InvestmentAccount` 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::InvestmentAccount`. 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?(:'kind')
+        self.kind = attributes[:'kind']
+      end
+
+      if attributes.key?(:'id')
+        self.id = attributes[:'id']
+      end
+
+      if attributes.key?(:'connection_id')
+        self.connection_id = attributes[:'connection_id']
+      end
+
+      if attributes.key?(:'display_name')
+        self.display_name = attributes[:'display_name']
+      end
+
+      if attributes.key?(:'number')
+        self.number = attributes[:'number']
+      end
+
+      if attributes.key?(:'institution_account_id')
+        self.institution_account_id = attributes[:'institution_account_id']
+      end
+
+      if attributes.key?(:'institution_id')
+        self.institution_id = attributes[:'institution_id']
+      end
+
+      if attributes.key?(:'opening_date')
+        self.opening_date = attributes[:'opening_date']
+      end
+
+      if attributes.key?(:'sync_status')
+        self.sync_status = attributes[:'sync_status']
+      end
+
+      if attributes.key?(:'raw_type')
+        self.raw_type = attributes[:'raw_type']
+      end
+
+      if attributes.key?(:'funding_date')
+        self.funding_date = attributes[:'funding_date']
+      end
+
+      if attributes.key?(:'is_paper')
+        self.is_paper = attributes[:'is_paper']
+      end
+
+      if attributes.key?(:'market_value')
+        self.market_value = attributes[:'market_value']
+      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 @kind.nil?
+        invalid_properties.push('invalid value for "kind", kind cannot be nil.')
+      end
+
+      if @id.nil?
+        invalid_properties.push('invalid value for "id", id cannot be nil.')
+      end
+
+      if @connection_id.nil?
+        invalid_properties.push('invalid value for "connection_id", connection_id cannot be nil.')
+      end
+
+      if @number.nil?
+        invalid_properties.push('invalid value for "number", number cannot be nil.')
+      end
+
+      if @sync_status.nil?
+        invalid_properties.push('invalid value for "sync_status", sync_status cannot be nil.')
+      end
+
+      if @is_paper.nil?
+        invalid_properties.push('invalid value for "is_paper", is_paper 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 @kind.nil?
+      return false if @id.nil?
+      return false if @connection_id.nil?
+      return false if @number.nil?
+      return false if @sync_status.nil?
+      return false if @is_paper.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 &&
+          kind == o.kind &&
+          id == o.id &&
+          connection_id == o.connection_id &&
+          display_name == o.display_name &&
+          number == o.number &&
+          institution_account_id == o.institution_account_id &&
+          institution_id == o.institution_id &&
+          opening_date == o.opening_date &&
+          sync_status == o.sync_status &&
+          raw_type == o.raw_type &&
+          funding_date == o.funding_date &&
+          is_paper == o.is_paper &&
+          market_value == o.market_value
+    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
+      [kind, id, connection_id, display_name, number, institution_account_id, institution_id, opening_date, sync_status, raw_type, funding_date, is_paper, market_value].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

data/lib/snaptrade/models/investment_account_market_value.rb

@@ -0,0 +1,228 @@
+=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
+  # Total market value of the account. Null when unknown (e.g. a real-time fetch failed and no cached value exists).
+  class InvestmentAccountMarketValue
+    attr_accessor :amount
+
+    attr_accessor :currency
+
+    # Attribute mapping from ruby-style variable name to JSON key.
+    def self.attribute_map
+      {
+        :'amount' => :'amount',
+        :'currency' => :'currency'
+      }
+    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
+      {
+        :'amount' => :'Float',
+        :'currency' => :'String'
+      }
+    end
+
+    # List of attributes with nullable: true
+    def self.openapi_nullable
+      Set.new([
+        :'amount',
+        :'currency'
+      ])
+    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::InvestmentAccountMarketValue` 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::InvestmentAccountMarketValue`. 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?(:'amount')
+        self.amount = attributes[:'amount']
+      end
+
+      if attributes.key?(:'currency')
+        self.currency = attributes[:'currency']
+      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
+      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?
+      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 &&
+          amount == o.amount &&
+          currency == o.currency
+    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
+      [amount, currency].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

data/lib/snaptrade/models/kind.rb

@@ -12,10 +12,10 @@ require 'time'
 
 module SnapTrade
   class Kind
-    STOCK = "stock".freeze
+    INVESTMENT = "investment".freeze
 
     def self.all_vars
-      @all_vars ||= [STOCK].freeze
+      @all_vars ||= [INVESTMENT].freeze
     end
 
     # Builds the enum from string

data/lib/snaptrade/models/stock_instrument.rb

@@ -58,7 +58,7 @@ module SnapTrade
     # Attribute type mapping.
     def self.openapi_types
       {
-        :'kind' => :'Kind',
+        :'kind' => :'StockInstrumentKind',
         :'id' => :'String',
         :'symbol' => :'String',
         :'raw_symbol' => :'String',

data/lib/snaptrade/models/stock_instrument_kind.rb

@@ -0,0 +1,36 @@
+=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
+  class StockInstrumentKind
+    STOCK = "stock".freeze
+
+    def self.all_vars
+      @all_vars ||= [STOCK].freeze
+    end
+
+    # Builds the enum from string
+    # @param [String] The enum value in the form of the string
+    # @return [String] The enum value
+    def self.build_from_hash(value)
+      new.build_from_hash(value)
+    end
+
+    # Builds the enum from string
+    # @param [String] The enum value in the form of the string
+    # @return [String] The enum value
+    def build_from_hash(value)
+      return value if StockInstrumentKind.all_vars.include?(value)
+      raise "Invalid ENUM value #{value} for class #StockInstrumentKind"
+    end
+  end
+end

data/lib/snaptrade/version.rb

@@ -8,5 +8,5 @@ Contact: api@snaptrade.com
 =end
 
 module SnapTrade
-  VERSION = '2.0.218'
+  VERSION = '2.1.0'
 end

data/lib/snaptrade.rb

@@ -79,6 +79,8 @@ require 'snaptrade/models/complex_order_leg'
 require 'snaptrade/models/complex_order_leg_order_role'
 require 'snaptrade/models/complex_order_response'
 require 'snaptrade/models/complex_order_response_type'
+require 'snaptrade/models/connection_account'
+require 'snaptrade/models/connection_account_sync_status'
 require 'snaptrade/models/connection_portal_version'
 require 'snaptrade/models/connection_type'
 require 'snaptrade/models/connections_session_events200_response_inner'
@@ -108,6 +110,8 @@ require 'snaptrade/models/future_instrument'
 require 'snaptrade/models/future_instrument_kind'
 require 'snaptrade/models/holdings_status'
 require 'snaptrade/models/instrument'
+require 'snaptrade/models/investment_account'
+require 'snaptrade/models/investment_account_market_value'
 require 'snaptrade/models/kind'
 require 'snaptrade/models/login_redirect_uri'
 require 'snaptrade/models/manual_trade'
@@ -197,6 +201,7 @@ require 'snaptrade/models/snap_trade_register_user_request_body'
 require 'snaptrade/models/status'
 require 'snaptrade/models/stock_instrument'
 require 'snaptrade/models/stock_instrument_figi_instrument'
+require 'snaptrade/models/stock_instrument_kind'
 require 'snaptrade/models/stop_loss'
 require 'snaptrade/models/strategy_order_record'
 require 'snaptrade/models/strategy_order_record_status'