snaptrade 2.0.45 → 2.0.47

checksums.yaml

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

@@ -1,7 +1,7 @@
 PATH
   remote: .
   specs:
-    snaptrade (2.0.45)
+    snaptrade (2.0.47)
       faraday (>= 1.0.1, < 3.0)
       faraday-multipart (~> 1.0, >= 1.0.4)
 
@@ -44,7 +44,7 @@ GEM
     regexp_parser (2.9.2)
     reline (0.5.10)
       io-console (~> 0.5)
-    rexml (3.3.7)
+    rexml (3.3.8)
     rspec (3.13.0)
       rspec-core (~> 3.13.0)
       rspec-expectations (~> 3.13.0)
@@ -54,7 +54,7 @@ GEM
     rspec-expectations (3.13.3)
       diff-lcs (>= 1.2.0, < 2.0)
       rspec-support (~> 3.13.0)
-    rspec-mocks (3.13.1)
+    rspec-mocks (3.13.2)
       diff-lcs (>= 1.2.0, < 2.0)
       rspec-support (~> 3.13.0)
     rspec-support (3.13.1)

data/README.md

@@ -6,7 +6,7 @@
 
 Connect brokerage accounts to your app for live positions and trading
 
-[![npm](https://img.shields.io/badge/gem-v2.0.45-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.45)
+[![npm](https://img.shields.io/badge/gem-v2.0.47-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.47)
 [![More Info](https://img.shields.io/badge/More%20Info-Click%20Here-orange)](https://snaptrade.com/)
 
 </div>
@@ -70,7 +70,7 @@ Connect brokerage accounts to your app for live positions and trading
 Add to Gemfile:
 
 ```ruby
-gem 'snaptrade', '~> 2.0.45'
+gem 'snaptrade', '~> 2.0.47'
 ```
 
 ## Getting Started<a id="getting-started"></a>
@@ -1436,7 +1436,7 @@ reference the account in SnapTrade.
 
 ##### action: [`ActionStrict`](./lib/snaptrade/models/action_strict.rb)<a id="action-actionstrictlibsnaptrademodelsaction_strictrb"></a>
 The action describes the intent or side of a trade. This is either `BUY` or
-`SELL`
+`SELL`.
 
 ##### universal_symbol_id: `String`<a id="universal_symbol_id-string"></a>
 Unique identifier for the symbol within SnapTrade. This is the ID used to
@@ -1535,11 +1535,12 @@ It's recommended to trigger a manual refresh of the account after placing an ord
 result = snaptrade.trading.place_force_order(
   account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
   action: "BUY",
-  universal_symbol_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
   order_type: "Market",
   time_in_force: "FOK",
   user_id: "snaptrade-user-123",
   user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
+  universal_symbol_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
+  symbol: "AAPL  131124C00240000",
   price: 31.33,
   stop: 31.33,
   units: 10.5,
@@ -1554,13 +1555,10 @@ p result
 Unique identifier for the connected brokerage account. This is the UUID used to
 reference the account in SnapTrade.
 
-##### action: [`ActionStrict`](./lib/snaptrade/models/action_strict.rb)<a id="action-actionstrictlibsnaptrademodelsaction_strictrb"></a>
+##### action: [`ActionStrictWithOptions`](./lib/snaptrade/models/action_strict_with_options.rb)<a id="action-actionstrictwithoptionslibsnaptrademodelsaction_strict_with_optionsrb"></a>
 The action describes the intent or side of a trade. This is either `BUY` or
-`SELL`
-
-##### universal_symbol_id: `String`<a id="universal_symbol_id-string"></a>
-Unique identifier for the symbol within SnapTrade. This is the ID used to
-reference the symbol in SnapTrade API calls.
+`SELL` for Equity symbols or `BUY_TO_OPEN`, `BUY_TO_CLOSE`, `SELL_TO_OPEN` or
+`SELL_TO_CLOSE` for Options.
 
 ##### order_type: [`OrderTypeStrict`](./lib/snaptrade/models/order_type_strict.rb)<a id="order_type-ordertypestrictlibsnaptrademodelsorder_type_strictrb"></a>
 The type of order to place. - For `Limit` and `StopLimit` orders, the `price`
@@ -1577,6 +1575,18 @@ immediately or be canceled completely.
 
 ##### user_id: `String`<a id="user_id-string"></a>
 ##### user_secret: `String`<a id="user_secret-string"></a>
+##### universal_symbol_id: [`String`](./lib/snaptrade/models/string.rb)<a id="universal_symbol_id-stringlibsnaptrademodelsstringrb"></a>
+The universal symbol ID of the security to trade. Must be 'null' if `symbol` is
+provided, otherwise must be provided.
+
+##### symbol: `String`<a id="symbol-string"></a>
+The security's trading ticker symbol. This currently only support Options
+symbols in the 21 character OCC format. For example \"AAPL 131124C00240000\"
+represents a call option on AAPL expiring on 2024-11-13 with a strike price of
+$240. For more information on the OCC format, see
+[here](https://en.wikipedia.org/wiki/Option_symbol#OCC_format). If 'symbol' is
+provided, then 'universal_symbol_id' must be 'null'.
+
 ##### price: `Float`<a id="price-float"></a>
 The limit price for `Limit` and `StopLimit` orders.
 
@@ -1584,6 +1594,11 @@ The limit price for `Limit` and `StopLimit` orders.
 The price at which a stop order is triggered for `Stop` and `StopLimit` orders.
 
 ##### units: [`Float`](./lib/snaptrade/models/float.rb)<a id="units-floatlibsnaptrademodelsfloatrb"></a>
+For Equity orders, this represents the number of shares for the order. This can
+be a decimal for fractional orders. Must be `null` if `notional_value` is
+provided. If placing an Option order, this field represents the number of
+contracts to buy or sell. (e.g., 1 contract = 100 shares).
+
 ##### notional_value: [`ManualTradeFormNotionalValue`](./lib/snaptrade/models/manual_trade_form_notional_value.rb)<a id="notional_value-manualtradeformnotionalvaluelibsnaptrademodelsmanual_trade_form_notional_valuerb"></a>
 #### 🔄 Return<a id="🔄-return"></a>
 

data/lib/snaptrade/api/trading_api.rb

@@ -146,7 +146,7 @@ module SnapTrade
     # Simulates an order and its impact on the account. This endpoint does not place the order with the brokerage. If successful, it returns a `Trade` object and the ID of the object can be used to place the order with the brokerage using the [place checked order endpoint](/reference/Trading/Trading_placeOrder). Please note that the `Trade` object returned expires after 5 minutes. Any order placed using an expired `Trade` will be rejected.
     #
     # @param account_id [String] Unique identifier for the connected brokerage account. This is the UUID used to reference the account in SnapTrade.
-    # @param action [ActionStrict] The action describes the intent or side of a trade. This is either `BUY` or `SELL`
+    # @param action [ActionStrict] The action describes the intent or side of a trade. This is either `BUY` or `SELL`.
     # @param universal_symbol_id [String] Unique identifier for the symbol within SnapTrade. This is the ID used to reference the symbol in SnapTrade API calls.
     # @param order_type [OrderTypeStrict] The type of order to place. - For `Limit` and `StopLimit` orders, the `price` field is required. - For `Stop` and `StopLimit` orders, the `stop` field is required. 
     # @param time_in_force [TimeInForceStrict] The Time in Force type for the order. This field indicates how long the order will remain active before it is executed or expires. Here are the supported values: - `Day` - Day. The order is valid only for the trading day on which it is placed. - `GTC` - Good Til Canceled. The order is valid until it is executed or canceled. - `FOK` - Fill Or Kill. The order must be executed in its entirety immediately or be canceled completely. 
@@ -179,7 +179,7 @@ module SnapTrade
     # Simulates an order and its impact on the account. This endpoint does not place the order with the brokerage. If successful, it returns a `Trade` object and the ID of the object can be used to place the order with the brokerage using the [place checked order endpoint](/reference/Trading/Trading_placeOrder). Please note that the `Trade` object returned expires after 5 minutes. Any order placed using an expired `Trade` will be rejected.
     #
     # @param account_id [String] Unique identifier for the connected brokerage account. This is the UUID used to reference the account in SnapTrade.
-    # @param action [ActionStrict] The action describes the intent or side of a trade. This is either `BUY` or `SELL`
+    # @param action [ActionStrict] The action describes the intent or side of a trade. This is either `BUY` or `SELL`.
     # @param universal_symbol_id [String] Unique identifier for the symbol within SnapTrade. This is the ID used to reference the symbol in SnapTrade API calls.
     # @param order_type [OrderTypeStrict] The type of order to place. - For `Limit` and `StopLimit` orders, the `price` field is required. - For `Stop` and `StopLimit` orders, the `stop` field is required. 
     # @param time_in_force [TimeInForceStrict] The Time in Force type for the order. This field indicates how long the order will remain active before it is executed or expires. Here are the supported values: - `Day` - Day. The order is valid only for the trading day on which it is placed. - `GTC` - Good Til Canceled. The order is valid until it is executed or canceled. - `FOK` - Fill Or Kill. The order must be executed in its entirety immediately or be canceled completely. 
@@ -417,31 +417,33 @@ module SnapTrade
     # It's recommended to trigger a manual refresh of the account after placing an order to ensure the account is up to date. You can use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint for this.
     #
     # @param account_id [String] Unique identifier for the connected brokerage account. This is the UUID used to reference the account in SnapTrade.
-    # @param action [ActionStrict] The action describes the intent or side of a trade. This is either `BUY` or `SELL`
-    # @param universal_symbol_id [String] Unique identifier for the symbol within SnapTrade. This is the ID used to reference the symbol in SnapTrade API calls.
+    # @param action [ActionStrictWithOptions] The action describes the intent or side of a trade. This is either `BUY` or `SELL` for Equity symbols or `BUY_TO_OPEN`, `BUY_TO_CLOSE`, `SELL_TO_OPEN` or `SELL_TO_CLOSE` for Options.
     # @param order_type [OrderTypeStrict] The type of order to place. - For `Limit` and `StopLimit` orders, the `price` field is required. - For `Stop` and `StopLimit` orders, the `stop` field is required. 
     # @param time_in_force [TimeInForceStrict] The Time in Force type for the order. This field indicates how long the order will remain active before it is executed or expires. Here are the supported values: - `Day` - Day. The order is valid only for the trading day on which it is placed. - `GTC` - Good Til Canceled. The order is valid until it is executed or canceled. - `FOK` - Fill Or Kill. The order must be executed in its entirety immediately or be canceled completely. 
     # @param user_id [String] 
     # @param user_secret [String] 
+    # @param universal_symbol_id [String] The universal symbol ID of the security to trade. Must be 'null' if `symbol` is provided, otherwise must be provided.
+    # @param symbol [String] The security's trading ticker symbol. This currently only support Options symbols in the 21 character OCC format. For example \"AAPL 131124C00240000\" represents a call option on AAPL expiring on 2024-11-13 with a strike price of $240. For more information on the OCC format, see [here](https://en.wikipedia.org/wiki/Option_symbol#OCC_format). If 'symbol' is provided, then 'universal_symbol_id' must be 'null'.
     # @param price [Float] The limit price for `Limit` and `StopLimit` orders.
     # @param stop [Float] The price at which a stop order is triggered for `Stop` and `StopLimit` orders.
-    # @param units [Float] 
+    # @param units [Float] For Equity orders, this represents the number of shares for the order. This can be a decimal for fractional orders. Must be `null` if `notional_value` is provided. If placing an Option order, this field represents the number of contracts to buy or sell. (e.g., 1 contract = 100 shares).
     # @param notional_value [ManualTradeFormNotionalValue] 
-    # @param body [ManualTradeForm] 
+    # @param body [ManualTradeFormWithOptions] 
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def place_force_order(account_id:, action:, universal_symbol_id:, order_type:, time_in_force:, user_id:, user_secret:, price: SENTINEL, stop: SENTINEL, units: SENTINEL, notional_value: SENTINEL, extra: {})
+    def place_force_order(account_id:, action:, order_type:, time_in_force:, user_id:, user_secret:, universal_symbol_id: SENTINEL, symbol: SENTINEL, price: SENTINEL, stop: SENTINEL, units: SENTINEL, notional_value: SENTINEL, extra: {})
       _body = {}
       _body[:account_id] = account_id if account_id != SENTINEL
       _body[:action] = action if action != SENTINEL
       _body[:universal_symbol_id] = universal_symbol_id if universal_symbol_id != SENTINEL
+      _body[:symbol] = symbol if symbol != SENTINEL
       _body[:order_type] = order_type if order_type != SENTINEL
       _body[:time_in_force] = time_in_force if time_in_force != SENTINEL
       _body[:price] = price if price != SENTINEL
       _body[:stop] = stop if stop != SENTINEL
       _body[:units] = units if units != SENTINEL
       _body[:notional_value] = notional_value if notional_value != SENTINEL
-      manual_trade_form = _body
-      data, _status_code, _headers = place_force_order_with_http_info_impl(user_id, user_secret, manual_trade_form, extra)
+      manual_trade_form_with_options = _body
+      data, _status_code, _headers = place_force_order_with_http_info_impl(user_id, user_secret, manual_trade_form_with_options, extra)
       data
     end
 
@@ -454,42 +456,44 @@ module SnapTrade
     # It's recommended to trigger a manual refresh of the account after placing an order to ensure the account is up to date. You can use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint for this.
     #
     # @param account_id [String] Unique identifier for the connected brokerage account. This is the UUID used to reference the account in SnapTrade.
-    # @param action [ActionStrict] The action describes the intent or side of a trade. This is either `BUY` or `SELL`
-    # @param universal_symbol_id [String] Unique identifier for the symbol within SnapTrade. This is the ID used to reference the symbol in SnapTrade API calls.
+    # @param action [ActionStrictWithOptions] The action describes the intent or side of a trade. This is either `BUY` or `SELL` for Equity symbols or `BUY_TO_OPEN`, `BUY_TO_CLOSE`, `SELL_TO_OPEN` or `SELL_TO_CLOSE` for Options.
     # @param order_type [OrderTypeStrict] The type of order to place. - For `Limit` and `StopLimit` orders, the `price` field is required. - For `Stop` and `StopLimit` orders, the `stop` field is required. 
     # @param time_in_force [TimeInForceStrict] The Time in Force type for the order. This field indicates how long the order will remain active before it is executed or expires. Here are the supported values: - `Day` - Day. The order is valid only for the trading day on which it is placed. - `GTC` - Good Til Canceled. The order is valid until it is executed or canceled. - `FOK` - Fill Or Kill. The order must be executed in its entirety immediately or be canceled completely. 
     # @param user_id [String] 
     # @param user_secret [String] 
+    # @param universal_symbol_id [String] The universal symbol ID of the security to trade. Must be 'null' if `symbol` is provided, otherwise must be provided.
+    # @param symbol [String] The security's trading ticker symbol. This currently only support Options symbols in the 21 character OCC format. For example \"AAPL 131124C00240000\" represents a call option on AAPL expiring on 2024-11-13 with a strike price of $240. For more information on the OCC format, see [here](https://en.wikipedia.org/wiki/Option_symbol#OCC_format). If 'symbol' is provided, then 'universal_symbol_id' must be 'null'.
     # @param price [Float] The limit price for `Limit` and `StopLimit` orders.
     # @param stop [Float] The price at which a stop order is triggered for `Stop` and `StopLimit` orders.
-    # @param units [Float] 
+    # @param units [Float] For Equity orders, this represents the number of shares for the order. This can be a decimal for fractional orders. Must be `null` if `notional_value` is provided. If placing an Option order, this field represents the number of contracts to buy or sell. (e.g., 1 contract = 100 shares).
     # @param notional_value [ManualTradeFormNotionalValue] 
-    # @param body [ManualTradeForm] 
+    # @param body [ManualTradeFormWithOptions] 
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def place_force_order_with_http_info(account_id:, action:, universal_symbol_id:, order_type:, time_in_force:, user_id:, user_secret:, price: SENTINEL, stop: SENTINEL, units: SENTINEL, notional_value: SENTINEL, extra: {})
+    def place_force_order_with_http_info(account_id:, action:, order_type:, time_in_force:, user_id:, user_secret:, universal_symbol_id: SENTINEL, symbol: SENTINEL, price: SENTINEL, stop: SENTINEL, units: SENTINEL, notional_value: SENTINEL, extra: {})
       _body = {}
       _body[:account_id] = account_id if account_id != SENTINEL
       _body[:action] = action if action != SENTINEL
       _body[:universal_symbol_id] = universal_symbol_id if universal_symbol_id != SENTINEL
+      _body[:symbol] = symbol if symbol != SENTINEL
       _body[:order_type] = order_type if order_type != SENTINEL
       _body[:time_in_force] = time_in_force if time_in_force != SENTINEL
       _body[:price] = price if price != SENTINEL
       _body[:stop] = stop if stop != SENTINEL
       _body[:units] = units if units != SENTINEL
       _body[:notional_value] = notional_value if notional_value != SENTINEL
-      manual_trade_form = _body
-      place_force_order_with_http_info_impl(user_id, user_secret, manual_trade_form, extra)
+      manual_trade_form_with_options = _body
+      place_force_order_with_http_info_impl(user_id, user_secret, manual_trade_form_with_options, extra)
     end
 
     # Place order
     # Places a brokerage order in the specified account. The order could be rejected by the brokerage if it is invalid or if the account does not have sufficient funds.  This endpoint does not compute the impact to the account balance from the order and any potential commissions before submitting the order to the brokerage. If that is desired, you can use the [check order impact endpoint](/reference/Trading/Trading_getOrderImpact).  It's recommended to trigger a manual refresh of the account after placing an order to ensure the account is up to date. You can use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint for this. 
     # @param user_id [String] 
     # @param user_secret [String] 
-    # @param manual_trade_form [ManualTradeForm] 
+    # @param manual_trade_form_with_options [ManualTradeFormWithOptions] 
     # @param [Hash] opts the optional parameters
     # @return [AccountOrderRecord]
-    private def place_force_order_impl(user_id, user_secret, manual_trade_form, opts = {})
-      data, _status_code, _headers = place_force_order_with_http_info(user_id, user_secret, manual_trade_form, opts)
+    private def place_force_order_impl(user_id, user_secret, manual_trade_form_with_options, opts = {})
+      data, _status_code, _headers = place_force_order_with_http_info(user_id, user_secret, manual_trade_form_with_options, opts)
       data
     end
 
@@ -497,10 +501,10 @@ module SnapTrade
     # Places a brokerage order in the specified account. The order could be rejected by the brokerage if it is invalid or if the account does not have sufficient funds.  This endpoint does not compute the impact to the account balance from the order and any potential commissions before submitting the order to the brokerage. If that is desired, you can use the [check order impact endpoint](/reference/Trading/Trading_getOrderImpact).  It's recommended to trigger a manual refresh of the account after placing an order to ensure the account is up to date. You can use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint for this. 
     # @param user_id [String] 
     # @param user_secret [String] 
-    # @param manual_trade_form [ManualTradeForm] 
+    # @param manual_trade_form_with_options [ManualTradeFormWithOptions] 
     # @param [Hash] opts the optional parameters
     # @return [Array<(AccountOrderRecord, Integer, Hash)>] AccountOrderRecord data, response status code and response headers
-    private def place_force_order_with_http_info_impl(user_id, user_secret, manual_trade_form, opts = {})
+    private def place_force_order_with_http_info_impl(user_id, user_secret, manual_trade_form_with_options, opts = {})
       if @api_client.config.debugging
         @api_client.config.logger.debug 'Calling API: TradingApi.place_force_order ...'
       end
@@ -512,9 +516,9 @@ module SnapTrade
       if @api_client.config.client_side_validation && user_secret.nil?
         fail ArgumentError, "Missing the required parameter 'user_secret' when calling TradingApi.place_force_order"
       end
-      # verify the required parameter 'manual_trade_form' is set
-      if @api_client.config.client_side_validation && manual_trade_form.nil?
-        fail ArgumentError, "Missing the required parameter 'manual_trade_form' when calling TradingApi.place_force_order"
+      # verify the required parameter 'manual_trade_form_with_options' is set
+      if @api_client.config.client_side_validation && manual_trade_form_with_options.nil?
+        fail ArgumentError, "Missing the required parameter 'manual_trade_form_with_options' when calling TradingApi.place_force_order"
       end
       # resource path
       local_var_path = '/trade/place'
@@ -538,7 +542,7 @@ module SnapTrade
       form_params = opts[:form_params] || {}
 
       # http body (model)
-      post_body = opts[:debug_body] || @api_client.object_to_http_body(manual_trade_form)
+      post_body = opts[:debug_body] || @api_client.object_to_http_body(manual_trade_form_with_options)
 
       # return_type
       return_type = opts[:debug_return_type] || 'AccountOrderRecord'

data/lib/snaptrade/api/transactions_and_reporting_api.rb

@@ -77,7 +77,7 @@ module SnapTrade
     # @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.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.  
+    # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account. 
     # @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)
@@ -93,7 +93,7 @@ module SnapTrade
     # @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.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.  
+    # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account. 
     # @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

data/lib/snaptrade/models/account.rb

@@ -19,9 +19,6 @@ module SnapTrade
     # Unique identifier for the connection. This is the UUID used to reference the connection in SnapTrade.
     attr_accessor :brokerage_authorization
 
-    # Portfolio Group ID. Portfolio Groups have been deprecated. Please contact support if you have a usecase for it.
-    attr_accessor :portfolio_group
-
     # A display name for the account. Either assigned by the user or by the brokerage itself. For certain brokerages, SnapTrade appends the brokerage name to the account name for clarity.
     attr_accessor :name
 
@@ -34,30 +31,33 @@ module SnapTrade
     # Timestamp in [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) format indicating when the account was created in SnapTrade. This is _not_ the account opening date at the brokerage.
     attr_accessor :created_date
 
+    attr_accessor :sync_status
+
+    attr_accessor :balance
+
     # Additional information about the account, such as account type, status, etc. This information is specific to the brokerage and there's no standard format for this data. This field is deprecated and subject to removal in a future version.
     attr_accessor :meta
 
+    # Portfolio Group ID. Portfolio Groups have been deprecated. Please contact support if you have a usecase for it.
+    attr_accessor :portfolio_group
+
     # This field is deprecated.
     attr_accessor :cash_restrictions
 
-    attr_accessor :sync_status
-
-    attr_accessor :balance
-
     # Attribute mapping from ruby-style variable name to JSON key.
     def self.attribute_map
       {
         :'id' => :'id',
         :'brokerage_authorization' => :'brokerage_authorization',
-        :'portfolio_group' => :'portfolio_group',
         :'name' => :'name',
         :'number' => :'number',
         :'institution_name' => :'institution_name',
         :'created_date' => :'created_date',
-        :'meta' => :'meta',
-        :'cash_restrictions' => :'cash_restrictions',
         :'sync_status' => :'sync_status',
-        :'balance' => :'balance'
+        :'balance' => :'balance',
+        :'meta' => :'meta',
+        :'portfolio_group' => :'portfolio_group',
+        :'cash_restrictions' => :'cash_restrictions'
       }
     end
 
@@ -71,15 +71,15 @@ module SnapTrade
       {
         :'id' => :'String',
         :'brokerage_authorization' => :'String',
-        :'portfolio_group' => :'String',
         :'name' => :'String',
         :'number' => :'String',
         :'institution_name' => :'String',
         :'created_date' => :'Time',
-        :'meta' => :'Hash<String, Object>',
-        :'cash_restrictions' => :'Array<String>',
         :'sync_status' => :'AccountSyncStatus',
-        :'balance' => :'AccountBalance'
+        :'balance' => :'AccountBalance',
+        :'meta' => :'Hash<String, Object>',
+        :'portfolio_group' => :'String',
+        :'cash_restrictions' => :'Array<String>'
       }
     end
 
@@ -113,10 +113,6 @@ module SnapTrade
         self.brokerage_authorization = attributes[:'brokerage_authorization']
       end
 
-      if attributes.key?(:'portfolio_group')
-        self.portfolio_group = attributes[:'portfolio_group']
-      end
-
       if attributes.key?(:'name')
         self.name = attributes[:'name']
       end
@@ -133,37 +129,76 @@ module SnapTrade
         self.created_date = attributes[:'created_date']
       end
 
+      if attributes.key?(:'sync_status')
+        self.sync_status = attributes[:'sync_status']
+      end
+
+      if attributes.key?(:'balance')
+        self.balance = attributes[:'balance']
+      end
+
       if attributes.key?(:'meta')
         if (value = attributes[:'meta']).is_a?(Hash)
           self.meta = value
         end
       end
 
+      if attributes.key?(:'portfolio_group')
+        self.portfolio_group = attributes[:'portfolio_group']
+      end
+
       if attributes.key?(:'cash_restrictions')
         if (value = attributes[:'cash_restrictions']).is_a?(Array)
           self.cash_restrictions = value
         end
       end
-
-      if attributes.key?(:'sync_status')
-        self.sync_status = attributes[:'sync_status']
-      end
-
-      if attributes.key?(:'balance')
-        self.balance = attributes[:'balance']
-      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 @id.nil?
+        invalid_properties.push('invalid value for "id", id cannot be nil.')
+      end
+
+      if @brokerage_authorization.nil?
+        invalid_properties.push('invalid value for "brokerage_authorization", brokerage_authorization cannot be nil.')
+      end
+
+      if @number.nil?
+        invalid_properties.push('invalid value for "number", number cannot be nil.')
+      end
+
+      if @institution_name.nil?
+        invalid_properties.push('invalid value for "institution_name", institution_name cannot be nil.')
+      end
+
+      if @created_date.nil?
+        invalid_properties.push('invalid value for "created_date", created_date cannot be nil.')
+      end
+
+      if @sync_status.nil?
+        invalid_properties.push('invalid value for "sync_status", sync_status cannot be nil.')
+      end
+
+      if @balance.nil?
+        invalid_properties.push('invalid value for "balance", balance 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 @id.nil?
+      return false if @brokerage_authorization.nil?
+      return false if @number.nil?
+      return false if @institution_name.nil?
+      return false if @created_date.nil?
+      return false if @sync_status.nil?
+      return false if @balance.nil?
       true
     end
 
@@ -174,15 +209,15 @@ module SnapTrade
       self.class == o.class &&
           id == o.id &&
           brokerage_authorization == o.brokerage_authorization &&
-          portfolio_group == o.portfolio_group &&
           name == o.name &&
           number == o.number &&
           institution_name == o.institution_name &&
           created_date == o.created_date &&
-          meta == o.meta &&
-          cash_restrictions == o.cash_restrictions &&
           sync_status == o.sync_status &&
-          balance == o.balance
+          balance == o.balance &&
+          meta == o.meta &&
+          portfolio_group == o.portfolio_group &&
+          cash_restrictions == o.cash_restrictions
     end
 
     # @see the `==` method
@@ -194,7 +229,7 @@ module SnapTrade
     # Calculates hash code according to all attributes.
     # @return [Integer] Hash code
     def hash
-      [id, brokerage_authorization, portfolio_group, name, number, institution_name, created_date, meta, cash_restrictions, sync_status, balance].hash
+      [id, brokerage_authorization, name, number, institution_name, created_date, sync_status, balance, meta, portfolio_group, cash_restrictions].hash
     end
 
     # Builds the object from hash

data/lib/snaptrade/models/action_strict_with_options.rb

@@ -0,0 +1,41 @@
+=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 ActionStrictWithOptions
+    BUY = "BUY".freeze
+    SELL = "SELL".freeze
+    BUY_TO_OPEN = "BUY_TO_OPEN".freeze
+    BUY_TO_CLOSE = "BUY_TO_CLOSE".freeze
+    SELL_TO_OPEN = "SELL_TO_OPEN".freeze
+    SELL_TO_CLOSE = "SELL_TO_CLOSE".freeze
+
+    def self.all_vars
+      @all_vars ||= [BUY, SELL, BUY_TO_OPEN, BUY_TO_CLOSE, SELL_TO_OPEN, SELL_TO_CLOSE].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 ActionStrictWithOptions.all_vars.include?(value)
+      raise "Invalid ENUM value #{value} for class #ActionStrictWithOptions"
+    end
+  end
+end

data/lib/snaptrade/models/holdings_status.rb

@@ -43,6 +43,7 @@ module SnapTrade
     # List of attributes with nullable: true
     def self.openapi_nullable
       Set.new([
+        :'last_successful_sync'
       ])
     end
 

data/lib/snaptrade/models/manual_trade.rb

@@ -27,7 +27,7 @@ module SnapTrade
 
     attr_accessor :symbol
 
-    # The action describes the intent or side of a trade. This is either `BUY` or `SELL`
+    # The action describes the intent or side of a trade. This is either `BUY` or `SELL`.
     attr_accessor :action
 
     attr_accessor :units

data/lib/snaptrade/models/manual_trade_form.rb

@@ -16,7 +16,7 @@ module SnapTrade
     # Unique identifier for the connected brokerage account. This is the UUID used to reference the account in SnapTrade.
     attr_accessor :account_id
 
-    # The action describes the intent or side of a trade. This is either `BUY` or `SELL`
+    # The action describes the intent or side of a trade. This is either `BUY` or `SELL`.
     attr_accessor :action
 
     # Unique identifier for the symbol within SnapTrade. This is the ID used to reference the symbol in SnapTrade API calls.

data/lib/snaptrade/models/manual_trade_form_with_options.rb

@@ -0,0 +1,333 @@
+=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
+  # Inputs for placing an order with the brokerage.
+  class ManualTradeFormWithOptions
+    # Unique identifier for the connected brokerage account. This is the UUID used to reference the account in SnapTrade.
+    attr_accessor :account_id
+
+    # The action describes the intent or side of a trade. This is either `BUY` or `SELL` for Equity symbols or `BUY_TO_OPEN`, `BUY_TO_CLOSE`, `SELL_TO_OPEN` or `SELL_TO_CLOSE` for Options.
+    attr_accessor :action
+
+    # The universal symbol ID of the security to trade. Must be 'null' if `symbol` is provided, otherwise must be provided.
+    attr_accessor :universal_symbol_id
+
+    # The security's trading ticker symbol. This currently only support Options symbols in the 21 character OCC format. For example \"AAPL  131124C00240000\" represents a call option on AAPL expiring on 2024-11-13 with a strike price of $240. For more information on the OCC format, see [here](https://en.wikipedia.org/wiki/Option_symbol#OCC_format). If 'symbol' is provided, then 'universal_symbol_id' must be 'null'.
+    attr_accessor :symbol
+
+    # The type of order to place.  - For `Limit` and `StopLimit` orders, the `price` field is required. - For `Stop` and `StopLimit` orders, the `stop` field is required. 
+    attr_accessor :order_type
+
+    # The Time in Force type for the order. This field indicates how long the order will remain active before it is executed or expires. Here are the supported values:   - `Day` - Day. The order is valid only for the trading day on which it is placed.   - `GTC` - Good Til Canceled. The order is valid until it is executed or canceled.   - `FOK` - Fill Or Kill. The order must be executed in its entirety immediately or be canceled completely. 
+    attr_accessor :time_in_force
+
+    # The limit price for `Limit` and `StopLimit` orders.
+    attr_accessor :price
+
+    # The price at which a stop order is triggered for `Stop` and `StopLimit` orders.
+    attr_accessor :stop
+
+    # For Equity orders, this represents the number of shares for the order. This can be a decimal for fractional orders. Must be `null` if `notional_value` is provided. If placing an Option order, this field represents the number of contracts to buy or sell. (e.g., 1 contract = 100 shares).
+    attr_accessor :units
+
+    attr_accessor :notional_value
+
+    # Attribute mapping from ruby-style variable name to JSON key.
+    def self.attribute_map
+      {
+        :'account_id' => :'account_id',
+        :'action' => :'action',
+        :'universal_symbol_id' => :'universal_symbol_id',
+        :'symbol' => :'symbol',
+        :'order_type' => :'order_type',
+        :'time_in_force' => :'time_in_force',
+        :'price' => :'price',
+        :'stop' => :'stop',
+        :'units' => :'units',
+        :'notional_value' => :'notional_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
+      {
+        :'account_id' => :'String',
+        :'action' => :'ActionStrictWithOptions',
+        :'universal_symbol_id' => :'String',
+        :'symbol' => :'String',
+        :'order_type' => :'OrderTypeStrict',
+        :'time_in_force' => :'TimeInForceStrict',
+        :'price' => :'Float',
+        :'stop' => :'Float',
+        :'units' => :'Float',
+        :'notional_value' => :'ManualTradeFormNotionalValue'
+      }
+    end
+
+    # List of attributes with nullable: true
+    def self.openapi_nullable
+      Set.new([
+        :'universal_symbol_id',
+        :'symbol',
+        :'price',
+        :'stop',
+        :'units',
+        :'notional_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::ManualTradeFormWithOptions` 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::ManualTradeFormWithOptions`. 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?(:'account_id')
+        self.account_id = attributes[:'account_id']
+      end
+
+      if attributes.key?(:'action')
+        self.action = attributes[:'action']
+      end
+
+      if attributes.key?(:'universal_symbol_id')
+        self.universal_symbol_id = attributes[:'universal_symbol_id']
+      end
+
+      if attributes.key?(:'symbol')
+        self.symbol = attributes[:'symbol']
+      end
+
+      if attributes.key?(:'order_type')
+        self.order_type = attributes[:'order_type']
+      end
+
+      if attributes.key?(:'time_in_force')
+        self.time_in_force = attributes[:'time_in_force']
+      end
+
+      if attributes.key?(:'price')
+        self.price = attributes[:'price']
+      end
+
+      if attributes.key?(:'stop')
+        self.stop = attributes[:'stop']
+      end
+
+      if attributes.key?(:'units')
+        self.units = attributes[:'units']
+      end
+
+      if attributes.key?(:'notional_value')
+        self.notional_value = attributes[:'notional_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 @account_id.nil?
+        invalid_properties.push('invalid value for "account_id", account_id cannot be nil.')
+      end
+
+      if @action.nil?
+        invalid_properties.push('invalid value for "action", action cannot be nil.')
+      end
+
+      if @order_type.nil?
+        invalid_properties.push('invalid value for "order_type", order_type cannot be nil.')
+      end
+
+      if @time_in_force.nil?
+        invalid_properties.push('invalid value for "time_in_force", time_in_force cannot be nil.')
+      end
+
+      invalid_properties
+    end
+
+    # Check to see if the all the properties in the model are valid
+    # @return true if the model is valid
+    def valid?
+      return false if @account_id.nil?
+      return false if @action.nil?
+      return false if @order_type.nil?
+      return false if @time_in_force.nil?
+      true
+    end
+
+    # Checks equality by comparing each attribute.
+    # @param [Object] Object to be compared
+    def ==(o)
+      return true if self.equal?(o)
+      self.class == o.class &&
+          account_id == o.account_id &&
+          action == o.action &&
+          universal_symbol_id == o.universal_symbol_id &&
+          symbol == o.symbol &&
+          order_type == o.order_type &&
+          time_in_force == o.time_in_force &&
+          price == o.price &&
+          stop == o.stop &&
+          units == o.units &&
+          notional_value == o.notional_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
+      [account_id, action, universal_symbol_id, symbol, order_type, time_in_force, price, stop, units, notional_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/transactions_status.rb

@@ -48,6 +48,7 @@ module SnapTrade
     # List of attributes with nullable: true
     def self.openapi_nullable
       Set.new([
+        :'last_successful_sync',
       ])
     end
 

data/lib/snaptrade/models/universal_activity.rb

@@ -33,7 +33,7 @@ module SnapTrade
 
     attr_accessor :currency
 
-    # A string representing the type of transaction. SnapTrade does a best effort to categorize the brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.  
+    # A string representing the type of transaction. SnapTrade does a best effort to categorize the brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account. 
     attr_accessor :type
 
     # If an option `BUY` or `SELL` transaction, this further specifies the type of action. The possible values are: - BUY_TO_OPEN - BUY_TO_CLOSE - SELL_TO_OPEN - SELL_TO_CLOSE 

data/lib/snaptrade/version.rb

@@ -8,5 +8,5 @@ Contact: api@snaptrade.com
 =end
 
 module SnapTrade
-  VERSION = '2.0.45'
+  VERSION = '2.0.47'
 end

data/lib/snaptrade.rb

@@ -28,6 +28,7 @@ require 'snaptrade/models/account_order_record_universal_symbol'
 require 'snaptrade/models/account_simple'
 require 'snaptrade/models/account_sync_status'
 require 'snaptrade/models/action_strict'
+require 'snaptrade/models/action_strict_with_options'
 require 'snaptrade/models/auth_type'
 require 'snaptrade/models/authentication_login_snap_trade_user200_response'
 require 'snaptrade/models/balance'
@@ -57,6 +58,7 @@ require 'snaptrade/models/manual_trade_and_impact'
 require 'snaptrade/models/manual_trade_balance'
 require 'snaptrade/models/manual_trade_form'
 require 'snaptrade/models/manual_trade_form_notional_value'
+require 'snaptrade/models/manual_trade_form_with_options'
 require 'snaptrade/models/manual_trade_impact'
 require 'snaptrade/models/manual_trade_symbol'
 require 'snaptrade/models/model400_failed_request_response'

data/spec/api/trading_api_spec.rb

@@ -77,7 +77,7 @@ describe 'TradingApi' do
   # Places a brokerage order in the specified account. The order could be rejected by the brokerage if it is invalid or if the account does not have sufficient funds.  This endpoint does not compute the impact to the account balance from the order and any potential commissions before submitting the order to the brokerage. If that is desired, you can use the [check order impact endpoint](/reference/Trading/Trading_getOrderImpact).  It's recommended to trigger a manual refresh of the account after placing an order to ensure the account is up to date. You can use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint for this. 
   # @param user_id 
   # @param user_secret 
-  # @param manual_trade_form 
+  # @param manual_trade_form_with_options 
   # @param [Hash] opts the optional parameters
   # @return [AccountOrderRecord]
   describe 'place_force_order test' do

data/spec/api/transactions_and_reporting_api_spec.rb

@@ -37,7 +37,7 @@ describe 'TransactionsAndReportingApi' do
   # @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.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.  
+  # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account. 
   # @return [Array<UniversalActivity>]
   describe 'get_activities test' do
     it 'should work' do

data/spec/models/account_spec.rb

@@ -32,55 +32,55 @@ describe SnapTrade::Account do
     end
   end
 
-  describe 'test attribute "portfolio_group"' do
+  describe 'test attribute "name"' do
     it 'should work' do
       # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
     end
   end
 
-  describe 'test attribute "name"' do
+  describe 'test attribute "number"' do
     it 'should work' do
       # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
     end
   end
 
-  describe 'test attribute "number"' do
+  describe 'test attribute "institution_name"' do
     it 'should work' do
       # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
     end
   end
 
-  describe 'test attribute "institution_name"' do
+  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 "created_date"' do
+  describe 'test attribute "sync_status"' do
     it 'should work' do
       # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
     end
   end
 
-  describe 'test attribute "meta"' do
+  describe 'test attribute "balance"' do
     it 'should work' do
       # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
     end
   end
 
-  describe 'test attribute "cash_restrictions"' do
+  describe 'test attribute "meta"' do
     it 'should work' do
       # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
     end
   end
 
-  describe 'test attribute "sync_status"' do
+  describe 'test attribute "portfolio_group"' do
     it 'should work' do
       # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
     end
   end
 
-  describe 'test attribute "balance"' do
+  describe 'test attribute "cash_restrictions"' do
     it 'should work' do
       # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
     end

data/spec/models/action_strict_with_options_spec.rb

@@ -0,0 +1,23 @@
+=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::ActionStrictWithOptions
+describe SnapTrade::ActionStrictWithOptions do
+  let(:instance) { SnapTrade::ActionStrictWithOptions.new }
+
+  describe 'test an instance of ActionStrictWithOptions' do
+    it 'should create an instance of ActionStrictWithOptions' do
+      expect(instance).to be_instance_of(SnapTrade::ActionStrictWithOptions)
+    end
+  end
+end

data/spec/models/manual_trade_form_with_options_spec.rb

@@ -0,0 +1,83 @@
+=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::ManualTradeFormWithOptions
+describe SnapTrade::ManualTradeFormWithOptions do
+  let(:instance) { SnapTrade::ManualTradeFormWithOptions.new }
+
+  describe 'test an instance of ManualTradeFormWithOptions' do
+    it 'should create an instance of ManualTradeFormWithOptions' do
+      expect(instance).to be_instance_of(SnapTrade::ManualTradeFormWithOptions)
+    end
+  end
+  describe 'test attribute "account_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 "action"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
+  describe 'test attribute "universal_symbol_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 "symbol"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
+  describe 'test attribute "order_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 "time_in_force"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
+  describe 'test attribute "price"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
+  describe 'test attribute "stop"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
+  describe 'test attribute "units"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
+  describe 'test attribute "notional_value"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
+end

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: snaptrade
 version: !ruby/object:Gem::Version
-  version: 2.0.45
+  version: 2.0.47
 platform: ruby
 authors:
 - SnapTrade
 autorequire: 
 bindir: bin
 cert_chain: []
-date: 2024-09-21 00:00:00.000000000 Z
+date: 2024-10-02 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: faraday
@@ -107,6 +107,7 @@ files:
 - lib/snaptrade/models/account_simple.rb
 - lib/snaptrade/models/account_sync_status.rb
 - lib/snaptrade/models/action_strict.rb
+- lib/snaptrade/models/action_strict_with_options.rb
 - lib/snaptrade/models/auth_type.rb
 - lib/snaptrade/models/authentication_login_snap_trade_user200_response.rb
 - lib/snaptrade/models/balance.rb
@@ -136,6 +137,7 @@ files:
 - lib/snaptrade/models/manual_trade_balance.rb
 - lib/snaptrade/models/manual_trade_form.rb
 - lib/snaptrade/models/manual_trade_form_notional_value.rb
+- lib/snaptrade/models/manual_trade_form_with_options.rb
 - lib/snaptrade/models/manual_trade_impact.rb
 - lib/snaptrade/models/manual_trade_symbol.rb
 - lib/snaptrade/models/model400_failed_request_response.rb
@@ -230,6 +232,7 @@ files:
 - spec/models/account_spec.rb
 - spec/models/account_sync_status_spec.rb
 - spec/models/action_strict_spec.rb
+- spec/models/action_strict_with_options_spec.rb
 - spec/models/auth_type_spec.rb
 - spec/models/authentication_login_snap_trade_user200_response_spec.rb
 - spec/models/balance_currency_spec.rb
@@ -258,6 +261,7 @@ files:
 - spec/models/manual_trade_balance_spec.rb
 - spec/models/manual_trade_form_notional_value_spec.rb
 - spec/models/manual_trade_form_spec.rb
+- spec/models/manual_trade_form_with_options_spec.rb
 - spec/models/manual_trade_impact_spec.rb
 - spec/models/manual_trade_spec.rb
 - spec/models/manual_trade_symbol_spec.rb
@@ -418,6 +422,7 @@ test_files:
 - spec/models/underlying_symbol_exchange_spec.rb
 - spec/models/manual_trade_and_impact_spec.rb
 - spec/models/monthly_dividends_spec.rb
+- spec/models/manual_trade_form_with_options_spec.rb
 - spec/models/strategy_order_record_spec.rb
 - spec/models/account_simple_spec.rb
 - spec/models/universal_symbol_spec.rb
@@ -458,6 +463,7 @@ test_files:
 - spec/models/model402_brokerage_auth_already_disabled_exception_spec.rb
 - spec/models/position_spec.rb
 - spec/models/notional_value_spec.rb
+- spec/models/action_strict_with_options_spec.rb
 - spec/models/options_get_option_strategy_request_spec.rb
 - spec/models/option_chain_inner_chain_per_root_inner_spec.rb
 - spec/models/trading_cancel_user_account_order_request_spec.rb