snaptrade 2.0.32 → 2.0.34
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- checksums.yaml +4 -4
- data/Gemfile.lock +2 -2
- data/README.md +26 -21
- data/lib/snaptrade/api/account_information_api.rb +70 -52
- data/lib/snaptrade/api/options_api.rb +16 -12
- data/lib/snaptrade/models/account.rb +13 -3
- data/lib/snaptrade/models/account_balance_total.rb +1 -8
- data/lib/snaptrade/models/account_holdings_account.rb +2 -2
- data/lib/snaptrade/models/account_order_record.rb +22 -18
- data/lib/snaptrade/models/{snap_trade_holdings_account_account_id_balance.rb → account_order_record_option_symbol.rb} +102 -12
- data/lib/snaptrade/models/{snap_trade_holdings_account_account_id.rb → account_order_record_universal_symbol.rb} +106 -73
- data/lib/snaptrade/models/account_sync_status.rb +1 -1
- data/lib/snaptrade/models/balance.rb +1 -1
- data/lib/snaptrade/models/{cash_restriction.rb → balance_currency.rb} +27 -35
- data/lib/snaptrade/models/brokerage_authorization_type_read_only.rb +1 -1
- data/lib/snaptrade/models/holdings_status.rb +4 -4
- data/lib/snaptrade/models/monthly_dividends.rb +1 -1
- data/lib/snaptrade/models/net_contributions.rb +1 -1
- data/lib/snaptrade/models/order_type_strict.rb +2 -2
- data/lib/snaptrade/models/past_value.rb +1 -1
- data/lib/snaptrade/models/strategy_order_record.rb +1 -1
- data/lib/snaptrade/models/sub_period_return_rate.rb +2 -2
- data/lib/snaptrade/models/transactions_status.rb +4 -5
- data/lib/snaptrade/models/type.rb +3 -3
- data/lib/snaptrade/version.rb +1 -1
- data/lib/snaptrade.rb +3 -5
- data/spec/api/account_information_api_spec.rb +12 -12
- data/spec/api/options_api_spec.rb +3 -3
- data/spec/models/{cash_restriction_spec.rb → account_order_record_option_symbol_spec.rb} +22 -10
- data/spec/models/{snap_trade_holdings_account_account_id_spec.rb → account_order_record_universal_symbol_spec.rb} +15 -15
- data/spec/models/balance_currency_spec.rb +41 -0
- metadata +11 -17
- data/lib/snaptrade/models/amount.rb +0 -228
- data/lib/snaptrade/models/brokerage_authorization_type_read_only_type.rb +0 -37
- data/spec/models/amount_spec.rb +0 -35
- data/spec/models/brokerage_authorization_type_read_only_type_spec.rb +0 -23
- data/spec/models/snap_trade_holdings_account_account_id_balance_spec.rb +0 -29
@@ -43,10 +43,10 @@ describe 'AccountInformationApi' do
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# unit tests for get_user_account_balance
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# List account balances
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#
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# Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances). The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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# @param user_id
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# @param user_secret
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# @param account_id
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# @param account_id
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# @param [Hash] opts the optional parameters
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# @return [Array<Balance>]
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describe 'get_user_account_balance test' do
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@@ -56,11 +56,11 @@ describe 'AccountInformationApi' do
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end
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# unit tests for get_user_account_details
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#
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# Returns
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# Get account detail
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# Returns account detail known to SnapTrade for the specified account. The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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# @param user_id
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# @param user_secret
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# @param account_id
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# @param account_id
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# @param [Hash] opts the optional parameters
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# @return [Account]
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describe 'get_user_account_details test' do
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@@ -70,11 +70,11 @@ describe 'AccountInformationApi' do
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end
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# unit tests for get_user_account_orders
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# List account orders
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#
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# List account recent orders
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# Returns a list of recent orders in the specified account. The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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# @param user_id
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# @param user_secret
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# @param account_id
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# @param account_id
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# @param [Hash] opts the optional parameters
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# @option opts [String] :state defaults value is set to \"all\"
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# @option opts [Integer] :days Number of days in the past to fetch the most recent orders. Defaults to the last 30 days if no value is passed in.
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@@ -87,10 +87,10 @@ describe 'AccountInformationApi' do
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# unit tests for get_user_account_positions
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# List account positions
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# Returns a list of positions in the specified account.
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# Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings). The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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# @param user_id
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# @param user_secret
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# @param account_id
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# @param account_id
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# @param [Hash] opts the optional parameters
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# @return [Array<Position>]
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describe 'get_user_account_positions test' do
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# unit tests for get_user_holdings
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# List account holdings
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#
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# Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__ The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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# @param account_id
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# @param user_id
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# @param user_secret
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@@ -115,7 +115,7 @@ describe 'AccountInformationApi' do
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# unit tests for list_user_accounts
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# List accounts
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#
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# Returns all brokerage accounts known to SnapTrade for the authenticated user. The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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# @param user_id
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# @param user_secret
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# @param [Hash] opts the optional parameters
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@@ -73,11 +73,11 @@ describe 'OptionsApi' do
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end
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# unit tests for list_option_holdings
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#
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# Returns a list of
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# List account option positions
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# 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). The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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# @param user_id
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# @param user_secret
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# @param account_id
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# @param account_id
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# @param [Hash] opts the optional parameters
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# @return [Array<OptionsPosition>]
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describe 'list_option_holdings test' do
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@@ -11,13 +11,13 @@ require 'spec_helper'
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require 'json'
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require 'date'
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# Unit tests for SnapTrade::
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describe SnapTrade::
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let(:instance) { SnapTrade::
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# Unit tests for SnapTrade::AccountOrderRecordOptionSymbol
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describe SnapTrade::AccountOrderRecordOptionSymbol do
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let(:instance) { SnapTrade::AccountOrderRecordOptionSymbol.new }
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describe 'test an instance of
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it 'should create an instance of
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expect(instance).to be_instance_of(SnapTrade::
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describe 'test an instance of AccountOrderRecordOptionSymbol' do
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it 'should create an instance of AccountOrderRecordOptionSymbol' do
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expect(instance).to be_instance_of(SnapTrade::AccountOrderRecordOptionSymbol)
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end
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end
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describe 'test attribute "id"' do
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@@ -26,25 +26,37 @@ describe SnapTrade::CashRestriction do
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end
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end
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describe 'test attribute "
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describe 'test attribute "ticker"' do
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it 'should work' do
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# assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
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end
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end
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describe 'test attribute "
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describe 'test attribute "option_type"' do
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it 'should work' do
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# assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
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end
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end
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describe 'test attribute "
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describe 'test attribute "strike_price"' do
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it 'should work' do
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# assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
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end
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end
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describe 'test attribute "
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describe 'test attribute "expiration_date"' do
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it 'should work' do
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# assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
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end
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end
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describe 'test attribute "is_mini_option"' do
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it 'should work' do
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# assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
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end
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end
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describe 'test attribute "underlying_symbol"' do
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it 'should work' do
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# assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
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end
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@@ -11,13 +11,13 @@ require 'spec_helper'
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require 'json'
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require 'date'
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# Unit tests for SnapTrade::
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describe SnapTrade::
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let(:instance) { SnapTrade::
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# Unit tests for SnapTrade::AccountOrderRecordUniversalSymbol
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describe SnapTrade::AccountOrderRecordUniversalSymbol do
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let(:instance) { SnapTrade::AccountOrderRecordUniversalSymbol.new }
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describe 'test an instance of
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it 'should create an instance of
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expect(instance).to be_instance_of(SnapTrade::
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describe 'test an instance of AccountOrderRecordUniversalSymbol' do
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it 'should create an instance of AccountOrderRecordUniversalSymbol' do
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expect(instance).to be_instance_of(SnapTrade::AccountOrderRecordUniversalSymbol)
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end
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end
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describe 'test attribute "id"' do
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@@ -26,55 +26,55 @@ describe SnapTrade::SnapTradeHoldingsAccountAccountId do
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end
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end
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describe 'test attribute "
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describe 'test attribute "symbol"' do
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it 'should work' do
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# assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
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end
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end
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describe 'test attribute "
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describe 'test attribute "raw_symbol"' do
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it 'should work' do
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# assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
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end
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end
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describe 'test attribute "
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describe 'test attribute "description"' do
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it 'should work' do
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# assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
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end
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end
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describe 'test attribute "
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describe 'test attribute "currency"' do
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it 'should work' do
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# assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
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end
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end
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describe 'test attribute "
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describe 'test attribute "exchange"' do
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it 'should work' do
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# assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
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end
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end
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describe 'test attribute "
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describe 'test attribute "type"' do
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it 'should work' do
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# assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
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end
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end
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-
describe 'test attribute "
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65
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describe 'test attribute "currencies"' do
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it 'should work' do
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# assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
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end
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end
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-
describe 'test attribute "
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+
describe 'test attribute "figi_code"' do
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it 'should work' do
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# assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
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end
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end
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-
describe 'test attribute "
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+
describe 'test attribute "figi_instrument"' do
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it 'should work' do
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# assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
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end
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@@ -0,0 +1,41 @@
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=begin
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#SnapTrade
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+
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#Connect brokerage accounts to your app for live positions and trading
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The version of the OpenAPI document: 1.0.0
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Contact: api@snaptrade.com
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=end
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require 'spec_helper'
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require 'json'
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require 'date'
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+
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# Unit tests for SnapTrade::BalanceCurrency
|
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describe SnapTrade::BalanceCurrency do
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let(:instance) { SnapTrade::BalanceCurrency.new }
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+
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describe 'test an instance of BalanceCurrency' do
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it 'should create an instance of BalanceCurrency' do
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expect(instance).to be_instance_of(SnapTrade::BalanceCurrency)
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+
end
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end
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describe 'test attribute "id"' do
|
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it 'should work' do
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# assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
|
26
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+
end
|
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end
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+
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describe 'test attribute "code"' do
|
30
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it 'should work' do
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# assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
|
32
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+
end
|
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end
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+
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describe 'test attribute "name"' do
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it 'should work' do
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# assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
|
38
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+
end
|
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end
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+
|
41
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end
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metadata
CHANGED
@@ -1,14 +1,14 @@
|
|
1
1
|
--- !ruby/object:Gem::Specification
|
2
2
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name: snaptrade
|
3
3
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version: !ruby/object:Gem::Version
|
4
|
-
version: 2.0.
|
4
|
+
version: 2.0.34
|
5
5
|
platform: ruby
|
6
6
|
authors:
|
7
7
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- SnapTrade
|
8
8
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autorequire:
|
9
9
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bindir: bin
|
10
10
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cert_chain: []
|
11
|
-
date: 2024-08-
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date: 2024-08-16 00:00:00.000000000 Z
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dependencies:
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name: faraday
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- lib/snaptrade/models/account_holdings.rb
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- lib/snaptrade/models/account_order_record_option_symbol.rb
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@@ -1,228 +0,0 @@
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1
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=begin
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#SnapTrade
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#Connect brokerage accounts to your app for live positions and trading
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The version of the OpenAPI document: 1.0.0
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Contact: api@snaptrade.com
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=end
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require 'date'
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require 'time'
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module SnapTrade
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# Total value of the account, as reported by the brokerage
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class Amount
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# Total value denominated in the currency of the `currency` field.
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attr_accessor :amount
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# The ISO-4217 currency code for the amount.
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attr_accessor :currency
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# Attribute mapping from ruby-style variable name to JSON key.
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def self.attribute_map
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{
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:'amount' => :'amount',
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:'currency' => :'currency'
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}
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end
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# Returns all the JSON keys this model knows about
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def self.acceptable_attributes
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attribute_map.values
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end
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# Attribute type mapping.
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{
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:'amount' => :'Float',
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:'currency' => :'String'
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}
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end
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# List of attributes with nullable: true
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def self.openapi_nullable
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Set.new([
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])
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end
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# Initializes the object
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def initialize(attributes = {})
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if (!attributes.is_a?(Hash))
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fail ArgumentError, "The input argument (attributes) must be a hash in `SnapTrade::Amount` initialize method"
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end
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# check to see if the attribute exists and convert string to symbol for hash key
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if (!self.class.attribute_map.key?(k.to_sym))
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fail ArgumentError, "`#{k}` is not a valid attribute in `SnapTrade::Amount`. Please check the name to make sure it's valid. List of attributes: " + self.class.attribute_map.keys.inspect
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end
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h[k.to_sym] = v
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}
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self.amount = attributes[:'amount']
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end
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self.currency = attributes[:'currency']
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end
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end
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# Show invalid properties with the reasons. Usually used together with valid?
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invalid_properties = Array.new
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invalid_properties
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end
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# Check to see if the all the properties in the model are valid
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def valid?
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true
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end
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# Checks equality by comparing each attribute.
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# @param [Object] Object to be compared
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def ==(o)
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return true if self.equal?(o)
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self.class == o.class &&
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amount == o.amount &&
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currency == o.currency
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end
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# @see the `==` method
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self == o
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end
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# Calculates hash code according to all attributes.
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# @return [Integer] Hash code
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def hash
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[amount, currency].hash
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end
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# Builds the object from hash
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new.build_from_hash(attributes)
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end
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# @return [Object] Returns the model itself
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def build_from_hash(attributes)
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return nil unless attributes.is_a?(Hash)
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if attributes[self.class.attribute_map[key]].nil? && self.class.openapi_nullable.include?(key)
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self.send("#{key}=", nil)
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elsif type =~ /\AArray<(.*)>/i
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# check to ensure the input is an array given that the attribute
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# is documented as an array but the input is not
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if attributes[self.class.attribute_map[key]].is_a?(Array)
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self.send("#{key}=", attributes[self.class.attribute_map[key]].map { |v| _deserialize($1, v) })
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end
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elsif !attributes[self.class.attribute_map[key]].nil?
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self.send("#{key}=", _deserialize(type, attributes[self.class.attribute_map[key]]))
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end
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end
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self
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end
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# Deserializes the data based on type
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# @param string type Data type
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# @param string value Value to be deserialized
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# @return [Object] Deserialized data
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def _deserialize(type, value)
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case type.to_sym
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when :Time
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Time.parse(value)
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when :Date
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Date.parse(value)
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when :String
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value.to_s
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when :Integer
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value.to_i
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when :Float
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value.to_f
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when :Boolean
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if value.to_s =~ /\A(true|t|yes|y|1)\z/i
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true
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else
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false
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end
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when :Object
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# generic object (usually a Hash), return directly
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value
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when /\AArray<(?<inner_type>.+)>\z/
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inner_type = Regexp.last_match[:inner_type]
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value.map { |v| _deserialize(inner_type, v) }
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when /\AHash<(?<k_type>.+?), (?<v_type>.+)>\z/
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k_type = Regexp.last_match[:k_type]
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v_type = Regexp.last_match[:v_type]
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{}.tap do |hash|
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value.each do |k, v|
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hash[_deserialize(k_type, k)] = _deserialize(v_type, v)
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end
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end
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else # model
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# models (e.g. Pet) or oneOf
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klass = SnapTrade.const_get(type)
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klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
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end
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end
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# Returns the string representation of the object
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# @return [String] String presentation of the object
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def to_s
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to_hash.to_s
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end
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# to_body is an alias to to_hash (backward compatibility)
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# @return [Hash] Returns the object in the form of hash
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def to_body
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to_hash
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end
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# Returns the object in the form of hash
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# @return [Hash] Returns the object in the form of hash
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def to_hash
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hash = {}
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self.class.attribute_map.each_pair do |attr, param|
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value = self.send(attr)
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if value.nil?
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is_nullable = self.class.openapi_nullable.include?(attr)
|
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next if !is_nullable || (is_nullable && !instance_variable_defined?(:"@#{attr}"))
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end
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|
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hash[param] = _to_hash(value)
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end
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hash
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end
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# Outputs non-array value in the form of hash
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# For object, use to_hash. Otherwise, just return the value
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# @param [Object] value Any valid value
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# @return [Hash] Returns the value in the form of hash
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def _to_hash(value)
|
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if value.is_a?(Array)
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value.compact.map { |v| _to_hash(v) }
|
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elsif value.is_a?(Hash)
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{}.tap do |hash|
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value.each { |k, v| hash[k] = _to_hash(v) }
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end
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|
-
elsif value.respond_to? :to_hash
|
220
|
-
value.to_hash
|
221
|
-
else
|
222
|
-
value
|
223
|
-
end
|
224
|
-
end
|
225
|
-
|
226
|
-
end
|
227
|
-
|
228
|
-
end
|