snaptrade 2.0.218 → 3.0.0

data/lib/snaptrade/api/options_api.rb

@@ -1,137 +0,0 @@
-=begin
-#SnapTrade
-
-#Connect brokerage accounts to your app for live positions and trading
-
-The version of the OpenAPI document: 1.0.0
-Contact: api@snaptrade.com
-=end
-
-require 'cgi'
-
-module SnapTrade
-  class OptionsApi
-    attr_accessor :api_client
-
-    def initialize(api_client = ApiClient.default)
-      @api_client = api_client
-    end
-
-    # List account option positions
-    #
-    # **Deprecated.** Use the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions) instead. This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures.
-    # 
-    # Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions).
-    # 
-    # Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:
-    #   - If you do, this endpoint returns real-time data.
-    #   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
-    #
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param account_id [String] 
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def list_option_holdings(user_id:, user_secret:, account_id:, extra: {})
-      data, _status_code, _headers = list_option_holdings_with_http_info_impl(user_id, user_secret, account_id, extra)
-      data
-    end
-
-    # List account option positions
-    #
-    # **Deprecated.** Use the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions) instead. This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures.
-    # 
-    # Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions).
-    # 
-    # Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:
-    #   - If you do, this endpoint returns real-time data.
-    #   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
-    #
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param account_id [String] 
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def list_option_holdings_with_http_info(user_id:, user_secret:, account_id:, extra: {})
-      list_option_holdings_with_http_info_impl(user_id, user_secret, account_id, extra)
-    end
-
-    # List account option positions
-    # **Deprecated.** Use the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions) instead. This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures.  Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions).  Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:   - If you do, this endpoint returns real-time data.   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param account_id [String] 
-    # @param [Hash] opts the optional parameters
-    # @return [Array<OptionsPosition>]
-    private def list_option_holdings_impl(user_id, user_secret, account_id, opts = {})
-      data, _status_code, _headers = list_option_holdings_with_http_info(user_id, user_secret, account_id, opts)
-      data
-    end
-
-    # List account option positions
-    # **Deprecated.** Use the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions) instead. This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures.  Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions).  Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:   - If you do, this endpoint returns real-time data.   - If you don&#39;t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param account_id [String] 
-    # @param [Hash] opts the optional parameters
-    # @return [Array<(Array<OptionsPosition>, Integer, Hash)>] Array<OptionsPosition> data, response status code and response headers
-    private def list_option_holdings_with_http_info_impl(user_id, user_secret, account_id, opts = {})
-      if @api_client.config.debugging
-        @api_client.config.logger.debug 'Calling API: OptionsApi.list_option_holdings ...'
-      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 OptionsApi.list_option_holdings"
-      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 OptionsApi.list_option_holdings"
-      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 OptionsApi.list_option_holdings"
-      end
-      # resource path
-      local_var_path = '/accounts/{accountId}/options'.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'])
-
-      # form parameters
-      form_params = opts[:form_params] || {}
-
-      # http body (model)
-      post_body = opts[:debug_body]
-
-      # return_type
-      return_type = opts[:debug_return_type] || 'Array<OptionsPosition>'
-
-      # auth_names
-      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
-
-      new_options = opts.merge(
-        :operation => :"OptionsApi.list_option_holdings",
-        :header_params => header_params,
-        :query_params => query_params,
-        :form_params => form_params,
-        :body => post_body,
-        :auth_names => auth_names,
-        :return_type => return_type
-      )
-
-      data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
-      if @api_client.config.debugging
-        @api_client.config.logger.debug "API called: OptionsApi#list_option_holdings\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
-      end
-      return data, status_code, headers, response
-    end
-  end
-
-  # top-level client access to avoid having the user to insantiate their own API instances
-  Options = OptionsApi::new
-end

data/lib/snaptrade/api/transactions_and_reporting_api.rb

@@ -1,302 +0,0 @@
-=begin
-#SnapTrade
-
-#Connect brokerage accounts to your app for live positions and trading
-
-The version of the OpenAPI document: 1.0.0
-Contact: api@snaptrade.com
-=end
-
-require 'cgi'
-
-module SnapTrade
-  class TransactionsAndReportingApi
-    attr_accessor :api_client
-
-    def initialize(api_client = ApiClient.default)
-      @api_client = api_client
-    end
-
-    # Get transaction history for a user
-    #
-    # **Deprecated.** Use [the account level endpoint](/reference/Account%20Information/AccountInformation_getAccountActivities) instead, if possible.
-    # 
-    # This endpoint will return HTTP 410 Gone for all customers that sign up after April 25, 2026.
-    # 
-    # Returns all historical transactions for the specified user and filtering criteria. It's recommended to use `startDate` and `endDate` to paginate through the data, as the response may be very large for accounts with a long history and/or a lot of activity. There's a max number of 10000 transactions returned per request.
-    # 
-    # There is no guarantee to the ordering of the transactions returned. Please sort the transactions based on the `trade_date` field if you need them in a specific order.
-    # 
-    # This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage.
-    #
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param start_date [Date] The start date (inclusive) of the transaction history to retrieve. If not provided, the default is the first transaction known to SnapTrade based on `trade_date`.
-    # @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`.
-    # @param accounts [String] Optional comma separated list of SnapTrade Account IDs used to filter the request to specific accounts. If not provided, the default is all known brokerage accounts for the user. The `brokerageAuthorizations` parameter takes precedence over this parameter.
-    # @param brokerage_authorizations [String] Optional comma separated list of SnapTrade Connection (Brokerage Authorization) IDs used to filter the request to only accounts that belong to those connections. If not provided, the default is all connections for the user. This parameter takes precedence over the `accounts` parameter.
-    # @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. - `SUBSTITUTE_DIVIDEND` - Payment in lieu of a dividend. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another 
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def get_activities(user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, accounts: SENTINEL, brokerage_authorizations: SENTINEL, type: SENTINEL, extra: {})
-      extra[:start_date] = start_date if start_date != SENTINEL
-      extra[:end_date] = end_date if end_date != SENTINEL
-      extra[:accounts] = accounts if accounts != SENTINEL
-      extra[:brokerage_authorizations] = brokerage_authorizations if brokerage_authorizations != SENTINEL
-      extra[:type] = type if type != SENTINEL
-      data, _status_code, _headers = get_activities_with_http_info_impl(user_id, user_secret, extra)
-      data
-    end
-
-    # Get transaction history for a user
-    #
-    # **Deprecated.** Use [the account level endpoint](/reference/Account%20Information/AccountInformation_getAccountActivities) instead, if possible.
-    # 
-    # This endpoint will return HTTP 410 Gone for all customers that sign up after April 25, 2026.
-    # 
-    # Returns all historical transactions for the specified user and filtering criteria. It's recommended to use `startDate` and `endDate` to paginate through the data, as the response may be very large for accounts with a long history and/or a lot of activity. There's a max number of 10000 transactions returned per request.
-    # 
-    # There is no guarantee to the ordering of the transactions returned. Please sort the transactions based on the `trade_date` field if you need them in a specific order.
-    # 
-    # This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage.
-    #
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param start_date [Date] The start date (inclusive) of the transaction history to retrieve. If not provided, the default is the first transaction known to SnapTrade based on `trade_date`.
-    # @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`.
-    # @param accounts [String] Optional comma separated list of SnapTrade Account IDs used to filter the request to specific accounts. If not provided, the default is all known brokerage accounts for the user. The `brokerageAuthorizations` parameter takes precedence over this parameter.
-    # @param brokerage_authorizations [String] Optional comma separated list of SnapTrade Connection (Brokerage Authorization) IDs used to filter the request to only accounts that belong to those connections. If not provided, the default is all connections for the user. This parameter takes precedence over the `accounts` parameter.
-    # @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. - `SUBSTITUTE_DIVIDEND` - Payment in lieu of a dividend. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another 
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def get_activities_with_http_info(user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, accounts: SENTINEL, brokerage_authorizations: SENTINEL, type: SENTINEL, extra: {})
-      extra[:start_date] = start_date if start_date != SENTINEL
-      extra[:end_date] = end_date if end_date != SENTINEL
-      extra[:accounts] = accounts if accounts != SENTINEL
-      extra[:brokerage_authorizations] = brokerage_authorizations if brokerage_authorizations != SENTINEL
-      extra[:type] = type if type != SENTINEL
-      get_activities_with_http_info_impl(user_id, user_secret, extra)
-    end
-
-    # Get transaction history for a user
-    # **Deprecated.** Use [the account level endpoint](/reference/Account%20Information/AccountInformation_getAccountActivities) instead, if possible.  This endpoint will return HTTP 410 Gone for all customers that sign up after April 25, 2026.  Returns all historical transactions for the specified user and filtering criteria. It's recommended to use `startDate` and `endDate` to paginate through the data, as the response may be very large for accounts with a long history and/or a lot of activity. There's a max number of 10000 transactions returned per request.  There is no guarantee to the ordering of the transactions returned. Please sort the transactions based on the `trade_date` field if you need them in a specific order.  This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. 
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param [Hash] opts the optional parameters
-    # @option opts [Date] :start_date The start date (inclusive) of the transaction history to retrieve. If not provided, the default is the first transaction known to SnapTrade based on `trade_date`.
-    # @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`.
-    # @option opts [String] :accounts Optional comma separated list of SnapTrade Account IDs used to filter the request to specific accounts. If not provided, the default is all known brokerage accounts for the user. The `brokerageAuthorizations` parameter takes precedence over this parameter.
-    # @option opts [String] :brokerage_authorizations Optional comma separated list of SnapTrade Connection (Brokerage Authorization) IDs used to filter the request to only accounts that belong to those connections. If not provided, the default is all connections for the user. This parameter takes precedence over the `accounts` parameter.
-    # @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.   - `SUBSTITUTE_DIVIDEND` - Payment in lieu of a dividend.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.   - `OPTIONEXPIRATION` - Option expiration event.   - `OPTIONASSIGNMENT` - Option assignment event.   - `OPTIONEXERCISE` - Option exercise event.   - `TRANSFER` - Transfer of assets from one account to another 
-    # @return [Array<UniversalActivity>]
-    private def get_activities_impl(user_id, user_secret, opts = {})
-      data, _status_code, _headers = get_activities_with_http_info(user_id, user_secret, opts)
-      data
-    end
-
-    # Get transaction history for a user
-    # **Deprecated.** Use [the account level endpoint](/reference/Account%20Information/AccountInformation_getAccountActivities) instead, if possible.  This endpoint will return HTTP 410 Gone for all customers that sign up after April 25, 2026.  Returns all historical transactions for the specified user and filtering criteria. It&#39;s recommended to use &#x60;startDate&#x60; and &#x60;endDate&#x60; to paginate through the data, as the response may be very large for accounts with a long history and/or a lot of activity. There&#39;s a max number of 10000 transactions returned per request.  There is no guarantee to the ordering of the transactions returned. Please sort the transactions based on the &#x60;trade_date&#x60; field if you need them in a specific order.  This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. 
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param [Hash] opts the optional parameters
-    # @option opts [Date] :start_date The start date (inclusive) of the transaction history to retrieve. If not provided, the default is the first transaction known to SnapTrade based on `trade_date`.
-    # @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`.
-    # @option opts [String] :accounts Optional comma separated list of SnapTrade Account IDs used to filter the request to specific accounts. If not provided, the default is all known brokerage accounts for the user. The `brokerageAuthorizations` parameter takes precedence over this parameter.
-    # @option opts [String] :brokerage_authorizations Optional comma separated list of SnapTrade Connection (Brokerage Authorization) IDs used to filter the request to only accounts that belong to those connections. If not provided, the default is all connections for the user. This parameter takes precedence over the `accounts` parameter.
-    # @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.   - `SUBSTITUTE_DIVIDEND` - Payment in lieu of a dividend.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.   - `OPTIONEXPIRATION` - Option expiration event.   - `OPTIONASSIGNMENT` - Option assignment event.   - `OPTIONEXERCISE` - Option exercise event.   - `TRANSFER` - Transfer of assets from one account to another 
-    # @return [Array<(Array<UniversalActivity>, Integer, Hash)>] Array<UniversalActivity> data, response status code and response headers
-    private def get_activities_with_http_info_impl(user_id, user_secret, opts = {})
-      if @api_client.config.debugging
-        @api_client.config.logger.debug 'Calling API: TransactionsAndReportingApi.get_activities ...'
-      end
-      # verify the required parameter 'user_id' is set
-      if @api_client.config.client_side_validation && user_id.nil?
-        fail ArgumentError, "Missing the required parameter 'user_id' when calling TransactionsAndReportingApi.get_activities"
-      end
-      # verify the required parameter 'user_secret' is set
-      if @api_client.config.client_side_validation && user_secret.nil?
-        fail ArgumentError, "Missing the required parameter 'user_secret' when calling TransactionsAndReportingApi.get_activities"
-      end
-      # resource path
-      local_var_path = '/activities'
-
-      # query parameters
-      query_params = opts[:query_params] || {}
-      query_params[:'userId'] = user_id
-      query_params[:'userSecret'] = user_secret
-      query_params[:'startDate'] = opts[:'start_date'] if !opts[:'start_date'].nil?
-      query_params[:'endDate'] = opts[:'end_date'] if !opts[:'end_date'].nil?
-      query_params[:'accounts'] = opts[:'accounts'] if !opts[:'accounts'].nil?
-      query_params[:'brokerageAuthorizations'] = opts[:'brokerage_authorizations'] if !opts[:'brokerage_authorizations'].nil?
-      query_params[:'type'] = opts[:'type'] if !opts[:'type'].nil?
-
-      # header parameters
-      header_params = opts[:header_params] || {}
-      # HTTP header 'Accept' (if needed)
-      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
-
-      # form parameters
-      form_params = opts[:form_params] || {}
-
-      # http body (model)
-      post_body = opts[:debug_body]
-
-      # return_type
-      return_type = opts[:debug_return_type] || 'Array<UniversalActivity>'
-
-      # auth_names
-      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
-
-      new_options = opts.merge(
-        :operation => :"TransactionsAndReportingApi.get_activities",
-        :header_params => header_params,
-        :query_params => query_params,
-        :form_params => form_params,
-        :body => post_body,
-        :auth_names => auth_names,
-        :return_type => return_type
-      )
-
-      data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
-      if @api_client.config.debugging
-        @api_client.config.logger.debug "API called: TransactionsAndReportingApi#get_activities\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
-      end
-      return data, status_code, headers, response
-    end
-
-
-    # Get performance information for a specific timeframe
-    #
-    # **Deprecated.** Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Please note that Total Equity Timeframe and Rate of Returns are experimental features. Please contact support@snaptrade.com if you notice any inconsistencies.
-    #
-    # @param start_date [Date] 
-    # @param end_date [Date] 
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param accounts [String] Optional comma separated list of account IDs used to filter the request on specific accounts
-    # @param detailed [Boolean] Optional, increases frequency of data points for the total value and contribution charts if set to true
-    # @param frequency [String] Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def get_reporting_custom_range(start_date:, end_date:, user_id:, user_secret:, accounts: SENTINEL, detailed: SENTINEL, frequency: SENTINEL, extra: {})
-      extra[:accounts] = accounts if accounts != SENTINEL
-      extra[:detailed] = detailed if detailed != SENTINEL
-      extra[:frequency] = frequency if frequency != SENTINEL
-      data, _status_code, _headers = get_reporting_custom_range_with_http_info_impl(start_date, end_date, user_id, user_secret, extra)
-      data
-    end
-
-    # Get performance information for a specific timeframe
-    #
-    # **Deprecated.** Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Please note that Total Equity Timeframe and Rate of Returns are experimental features. Please contact support@snaptrade.com if you notice any inconsistencies.
-    #
-    # @param start_date [Date] 
-    # @param end_date [Date] 
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param accounts [String] Optional comma separated list of account IDs used to filter the request on specific accounts
-    # @param detailed [Boolean] Optional, increases frequency of data points for the total value and contribution charts if set to true
-    # @param frequency [String] Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.
-    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def get_reporting_custom_range_with_http_info(start_date:, end_date:, user_id:, user_secret:, accounts: SENTINEL, detailed: SENTINEL, frequency: SENTINEL, extra: {})
-      extra[:accounts] = accounts if accounts != SENTINEL
-      extra[:detailed] = detailed if detailed != SENTINEL
-      extra[:frequency] = frequency if frequency != SENTINEL
-      get_reporting_custom_range_with_http_info_impl(start_date, end_date, user_id, user_secret, extra)
-    end
-
-    # Get performance information for a specific timeframe
-    # **Deprecated.** Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Please note that Total Equity Timeframe and Rate of Returns are experimental features. Please contact support@snaptrade.com if you notice any inconsistencies. 
-    # @param start_date [Date] 
-    # @param end_date [Date] 
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param [Hash] opts the optional parameters
-    # @option opts [String] :accounts Optional comma separated list of account IDs used to filter the request on specific accounts
-    # @option opts [Boolean] :detailed Optional, increases frequency of data points for the total value and contribution charts if set to true
-    # @option opts [String] :frequency Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.
-    # @return [PerformanceCustom]
-    private def get_reporting_custom_range_impl(start_date, end_date, user_id, user_secret, opts = {})
-      data, _status_code, _headers = get_reporting_custom_range_with_http_info(start_date, end_date, user_id, user_secret, opts)
-      data
-    end
-
-    # Get performance information for a specific timeframe
-    # **Deprecated.** Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Please note that Total Equity Timeframe and Rate of Returns are experimental features. Please contact support@snaptrade.com if you notice any inconsistencies. 
-    # @param start_date [Date] 
-    # @param end_date [Date] 
-    # @param user_id [String] 
-    # @param user_secret [String] 
-    # @param [Hash] opts the optional parameters
-    # @option opts [String] :accounts Optional comma separated list of account IDs used to filter the request on specific accounts
-    # @option opts [Boolean] :detailed Optional, increases frequency of data points for the total value and contribution charts if set to true
-    # @option opts [String] :frequency Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.
-    # @return [Array<(PerformanceCustom, Integer, Hash)>] PerformanceCustom data, response status code and response headers
-    private def get_reporting_custom_range_with_http_info_impl(start_date, end_date, user_id, user_secret, opts = {})
-      if @api_client.config.debugging
-        @api_client.config.logger.debug 'Calling API: TransactionsAndReportingApi.get_reporting_custom_range ...'
-      end
-      # verify the required parameter 'start_date' is set
-      if @api_client.config.client_side_validation && start_date.nil?
-        fail ArgumentError, "Missing the required parameter 'start_date' when calling TransactionsAndReportingApi.get_reporting_custom_range"
-      end
-      # verify the required parameter 'end_date' is set
-      if @api_client.config.client_side_validation && end_date.nil?
-        fail ArgumentError, "Missing the required parameter 'end_date' when calling TransactionsAndReportingApi.get_reporting_custom_range"
-      end
-      # verify the required parameter 'user_id' is set
-      if @api_client.config.client_side_validation && user_id.nil?
-        fail ArgumentError, "Missing the required parameter 'user_id' when calling TransactionsAndReportingApi.get_reporting_custom_range"
-      end
-      # verify the required parameter 'user_secret' is set
-      if @api_client.config.client_side_validation && user_secret.nil?
-        fail ArgumentError, "Missing the required parameter 'user_secret' when calling TransactionsAndReportingApi.get_reporting_custom_range"
-      end
-      # resource path
-      local_var_path = '/performance/custom'
-
-      # query parameters
-      query_params = opts[:query_params] || {}
-      query_params[:'startDate'] = start_date
-      query_params[:'endDate'] = end_date
-      query_params[:'userId'] = user_id
-      query_params[:'userSecret'] = user_secret
-      query_params[:'accounts'] = opts[:'accounts'] if !opts[:'accounts'].nil?
-      query_params[:'detailed'] = opts[:'detailed'] if !opts[:'detailed'].nil?
-      query_params[:'frequency'] = opts[:'frequency'] if !opts[:'frequency'].nil?
-
-      # header parameters
-      header_params = opts[:header_params] || {}
-      # HTTP header 'Accept' (if needed)
-      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
-
-      # form parameters
-      form_params = opts[:form_params] || {}
-
-      # http body (model)
-      post_body = opts[:debug_body]
-
-      # return_type
-      return_type = opts[:debug_return_type] || 'PerformanceCustom'
-
-      # auth_names
-      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
-
-      new_options = opts.merge(
-        :operation => :"TransactionsAndReportingApi.get_reporting_custom_range",
-        :header_params => header_params,
-        :query_params => query_params,
-        :form_params => form_params,
-        :body => post_body,
-        :auth_names => auth_names,
-        :return_type => return_type
-      )
-
-      data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
-      if @api_client.config.debugging
-        @api_client.config.logger.debug "API called: TransactionsAndReportingApi#get_reporting_custom_range\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
-      end
-      return data, status_code, headers, response
-    end
-  end
-
-  # top-level client access to avoid having the user to insantiate their own API instances
-  TransactionsAndReporting = TransactionsAndReportingApi::new
-end

data/spec/api/options_api_spec.rb

@@ -1,44 +0,0 @@
-=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 'spec_helper'
-require 'json'
-
-# Unit tests for SnapTrade::OptionsApi
-describe 'OptionsApi' do
-  before do
-    # run before each test
-    @api_instance = SnapTrade::OptionsApi.new
-  end
-
-  after do
-    # run after each test
-  end
-
-  describe 'test an instance of OptionsApi' do
-    it 'should create an instance of OptionsApi' do
-      expect(@api_instance).to be_instance_of(SnapTrade::OptionsApi)
-    end
-  end
-
-  # unit tests for list_option_holdings
-  # List account option positions
-  # **Deprecated.** Use the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions) instead. This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures.  Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions).  Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:   - If you do, this endpoint returns real-time data.   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 
-  # @param user_id 
-  # @param user_secret 
-  # @param account_id 
-  # @param [Hash] opts the optional parameters
-  # @return [Array<OptionsPosition>]
-  describe 'list_option_holdings test' do
-    it 'should work' do
-      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
-    end
-  end
-
-end

data/spec/api/transactions_and_reporting_api_spec.rb

@@ -1,66 +0,0 @@
-=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 'spec_helper'
-require 'json'
-
-# Unit tests for SnapTrade::TransactionsAndReportingApi
-describe 'TransactionsAndReportingApi' do
-  before do
-    # run before each test
-    @api_instance = SnapTrade::TransactionsAndReportingApi.new
-  end
-
-  after do
-    # run after each test
-  end
-
-  describe 'test an instance of TransactionsAndReportingApi' do
-    it 'should create an instance of TransactionsAndReportingApi' do
-      expect(@api_instance).to be_instance_of(SnapTrade::TransactionsAndReportingApi)
-    end
-  end
-
-  # unit tests for get_activities
-  # Get transaction history for a user
-  # **Deprecated.** Use [the account level endpoint](/reference/Account%20Information/AccountInformation_getAccountActivities) instead, if possible.  This endpoint will return HTTP 410 Gone for all customers that sign up after April 25, 2026.  Returns all historical transactions for the specified user and filtering criteria. It's recommended to use `startDate` and `endDate` to paginate through the data, as the response may be very large for accounts with a long history and/or a lot of activity. There's a max number of 10000 transactions returned per request.  There is no guarantee to the ordering of the transactions returned. Please sort the transactions based on the `trade_date` field if you need them in a specific order.  This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. 
-  # @param user_id 
-  # @param user_secret 
-  # @param [Hash] opts the optional parameters
-  # @option opts [Date] :start_date The start date (inclusive) of the transaction history to retrieve. If not provided, the default is the first transaction known to SnapTrade based on `trade_date`.
-  # @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`.
-  # @option opts [String] :accounts Optional comma separated list of SnapTrade Account IDs used to filter the request to specific accounts. If not provided, the default is all known brokerage accounts for the user. The `brokerageAuthorizations` parameter takes precedence over this parameter.
-  # @option opts [String] :brokerage_authorizations Optional comma separated list of SnapTrade Connection (Brokerage Authorization) IDs used to filter the request to only accounts that belong to those connections. If not provided, the default is all connections for the user. This parameter takes precedence over the `accounts` parameter.
-  # @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.   - `SUBSTITUTE_DIVIDEND` - Payment in lieu of a dividend.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.   - `OPTIONEXPIRATION` - Option expiration event.   - `OPTIONASSIGNMENT` - Option assignment event.   - `OPTIONEXERCISE` - Option exercise event.   - `TRANSFER` - Transfer of assets from one account to another 
-  # @return [Array<UniversalActivity>]
-  describe 'get_activities test' do
-    it 'should work' do
-      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
-    end
-  end
-
-  # unit tests for get_reporting_custom_range
-  # Get performance information for a specific timeframe
-  # **Deprecated.** Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Please note that Total Equity Timeframe and Rate of Returns are experimental features. Please contact support@snaptrade.com if you notice any inconsistencies. 
-  # @param start_date 
-  # @param end_date 
-  # @param user_id 
-  # @param user_secret 
-  # @param [Hash] opts the optional parameters
-  # @option opts [String] :accounts Optional comma separated list of account IDs used to filter the request on specific accounts
-  # @option opts [Boolean] :detailed Optional, increases frequency of data points for the total value and contribution charts if set to true
-  # @option opts [String] :frequency Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.
-  # @return [PerformanceCustom]
-  describe 'get_reporting_custom_range test' do
-    it 'should work' do
-      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
-    end
-  end
-
-end

data/spec/models/connections_session_events200_response_inner_spec.rb

@@ -1,65 +0,0 @@
-=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 'spec_helper'
-require 'json'
-require 'date'
-
-# Unit tests for SnapTrade::ConnectionsSessionEvents200ResponseInner
-describe SnapTrade::ConnectionsSessionEvents200ResponseInner do
-  let(:instance) { SnapTrade::ConnectionsSessionEvents200ResponseInner.new }
-
-  describe 'test an instance of ConnectionsSessionEvents200ResponseInner' do
-    it 'should create an instance of ConnectionsSessionEvents200ResponseInner' do
-      expect(instance).to be_instance_of(SnapTrade::ConnectionsSessionEvents200ResponseInner)
-    end
-  end
-  describe 'test attribute "id"' do
-    it 'should work' do
-      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
-    end
-  end
-
-  describe 'test attribute "session_event_type"' do
-    it 'should work' do
-      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
-    end
-  end
-
-  describe 'test attribute "session_id"' do
-    it 'should work' do
-      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
-    end
-  end
-
-  describe 'test attribute "user_id"' do
-    it 'should work' do
-      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
-    end
-  end
-
-  describe 'test attribute "created_date"' do
-    it 'should work' do
-      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
-    end
-  end
-
-  describe 'test attribute "brokerage_status_code"' do
-    it 'should work' do
-      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
-    end
-  end
-
-  describe 'test attribute "brokerage_authorization_id"' do
-    it 'should work' do
-      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
-    end
-  end
-
-end