snaptrade 2.0.57 → 2.0.59

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Files changed (8) hide show
  1. checksums.yaml +4 -4
  2. data/Gemfile.lock +6 -6
  3. data/README.md +3 -3
  4. data/lib/snaptrade/api/transactions_and_reporting_api.rb +4 -4
  5. data/lib/snaptrade/models/snap_trade_holdings_total_value.rb +1 -1
  6. data/lib/snaptrade/version.rb +1 -1
  7. data/spec/api/transactions_and_reporting_api_spec.rb +1 -1
  8. metadata +2 -2
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data/Gemfile.lock CHANGED
@@ -1,7 +1,7 @@
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  PATH
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  remote: .
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  specs:
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- snaptrade (2.0.57)
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+ snaptrade (2.0.59)
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  faraday (>= 1.0.1, < 3.0)
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  faraday-multipart (~> 1.0, >= 1.0.4)
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@@ -23,7 +23,7 @@ GEM
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  faraday-multipart (1.0.4)
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  multipart-post (~> 2)
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  faraday-net_http (3.0.2)
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- io-console (0.7.2)
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+ io-console (0.8.0)
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  irb (1.6.4)
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  reline (>= 0.3.0)
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  method_source (1.1.0)
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  racc (1.8.1)
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  rainbow (3.1.1)
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  rake (13.0.6)
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- regexp_parser (2.9.2)
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- reline (0.5.11)
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+ regexp_parser (2.9.3)
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+ reline (0.5.12)
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  io-console (~> 0.5)
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  rexml (3.3.9)
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  rspec (3.13.0)
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  rspec-mocks (3.13.2)
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  diff-lcs (>= 1.2.0, < 2.0)
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  rspec-support (~> 3.13.0)
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- rspec-support (3.13.1)
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+ rspec-support (3.13.2)
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  rubocop (1.12.1)
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  parallel (~> 1.10)
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  parser (>= 3.0.0.0)
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  rubocop-ast (>= 1.2.0, < 2.0)
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  ruby-progressbar (~> 1.7)
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  unicode-display_width (>= 1.4.0, < 3.0)
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- rubocop-ast (1.36.1)
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+ rubocop-ast (1.36.2)
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  parser (>= 3.3.1.0)
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  ruby-progressbar (1.13.0)
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  ruby2_keywords (0.0.5)
data/README.md CHANGED
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  Connect brokerage accounts to your app for live positions and trading
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- [![npm](https://img.shields.io/badge/gem-v2.0.57-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.57)
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+ [![npm](https://img.shields.io/badge/gem-v2.0.59-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.59)
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  [![More Info](https://img.shields.io/badge/More%20Info-Click%20Here-orange)](https://snaptrade.com/)
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  </div>
@@ -73,7 +73,7 @@ Connect brokerage accounts to your app for live positions and trading
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  Add to Gemfile:
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  ```ruby
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- gem 'snaptrade', '~> 2.0.57'
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+ gem 'snaptrade', '~> 2.0.59'
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  ```
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  ## Getting Started<a id="getting-started"></a>
@@ -1835,7 +1835,7 @@ contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment.
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  - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from
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  the account. - `OPTIONEXPIRATION` - Option expiration event. -
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  `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option
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- exercise event.
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+ exercise event. - `TRANSFER` - Transfer of assets from one account to another
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  #### 🔄 Return<a id="🔄-return"></a>
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data/lib/snaptrade/api/transactions_and_reporting_api.rb CHANGED
@@ -31,7 +31,7 @@ module SnapTrade
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  # @param end_date [Date] The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
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  # @param accounts [String] Optional comma separated list of SnapTrade Account IDs used to filter the request to specific accounts. If not provided, the default is all known brokerage accounts for the user. The `brokerageAuthorizations` parameter takes precedence over this parameter.
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  # @param brokerage_authorizations [String] Optional comma separated list of SnapTrade Connection (Brokerage Authorization) IDs used to filter the request to only accounts that belong to those connections. If not provided, the default is all connections for the user. This parameter takes precedence over the `accounts` parameter.
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- # @param type [String] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event.
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+ # @param type [String] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another
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  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
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  def get_activities(user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, accounts: SENTINEL, brokerage_authorizations: SENTINEL, type: SENTINEL, extra: {})
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  extra[:start_date] = start_date if start_date != SENTINEL
@@ -57,7 +57,7 @@ module SnapTrade
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  # @param end_date [Date] The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
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  # @param accounts [String] Optional comma separated list of SnapTrade Account IDs used to filter the request to specific accounts. If not provided, the default is all known brokerage accounts for the user. The `brokerageAuthorizations` parameter takes precedence over this parameter.
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  # @param brokerage_authorizations [String] Optional comma separated list of SnapTrade Connection (Brokerage Authorization) IDs used to filter the request to only accounts that belong to those connections. If not provided, the default is all connections for the user. This parameter takes precedence over the `accounts` parameter.
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- # @param type [String] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event.
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+ # @param type [String] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another
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  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
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  def get_activities_with_http_info(user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, accounts: SENTINEL, brokerage_authorizations: SENTINEL, type: SENTINEL, extra: {})
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  extra[:start_date] = start_date if start_date != SENTINEL
@@ -77,7 +77,7 @@ module SnapTrade
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  # @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`.
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  # @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.
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  # @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.
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- # @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. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event.
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+ # @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. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another
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  # @return [Array<UniversalActivity>]
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  private def get_activities_impl(user_id, user_secret, opts = {})
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  data, _status_code, _headers = get_activities_with_http_info(user_id, user_secret, opts)
@@ -93,7 +93,7 @@ module SnapTrade
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  # @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`.
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  # @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.
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  # @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.
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- # @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. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event.
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+ # @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. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another
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  # @return [Array<(Array<UniversalActivity>, Integer, Hash)>] Array<UniversalActivity> data, response status code and response headers
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  private def get_activities_with_http_info_impl(user_id, user_secret, opts = {})
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  if @api_client.config.debugging
data/lib/snaptrade/models/snap_trade_holdings_total_value.rb CHANGED
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  require 'time'
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  module SnapTrade
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- # This field is deprecated. To get the brokerage reported total market value of the account, please refer to `account.balance.total`. The total market value of the account. Note that this field is calculated based on the sum of the values of account positions and cash balances known to SnapTrade. It may not be accurate if the brokerage account has holdings that SnapTrade is not aware of. For example, if the brokerage account holds assets that SnapTrade does not support, the total value may be underreported. In certain cases, this value may also be double-counting cash-equivalent assets if those assets are represented as both cash and positions in the account.
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+ # This field is deprecated. To get the brokerage reported total market value of the account, please refer to `account.balance.total`. The total market value of the account. Note that this field is calculated based on the sum of the values of account positions and cash balances known to SnapTrade. It may not be accurate if the brokerage account has holdings that SnapTrade is not aware of. For example, if the brokerage account holds assets that SnapTrade does not support, the total value may be underreported. In certain cases, this value may also be double-counting cash-equivalent assets if those assets are represented as both cash and positions in the account.
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  class SnapTradeHoldingsTotalValue
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  # Total value denominated in the currency of the `currency` field.
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data/lib/snaptrade/version.rb CHANGED
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  end
data/spec/api/transactions_and_reporting_api_spec.rb CHANGED
@@ -37,7 +37,7 @@ describe 'TransactionsAndReportingApi' do
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  # @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 &#x60;trade_date&#x60;.
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  # @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 &#x60;brokerageAuthorizations&#x60; parameter takes precedence over this parameter.
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  # @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 &#x60;accounts&#x60; parameter.
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- # @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: - &#x60;BUY&#x60; - Asset bought. - &#x60;SELL&#x60; - Asset sold. - &#x60;DIVIDEND&#x60; - Dividend payout. - &#x60;CONTRIBUTION&#x60; - Cash contribution. - &#x60;WITHDRAWAL&#x60; - Cash withdrawal. - &#x60;REI&#x60; - Dividend reinvestment. - &#x60;INTEREST&#x60; - Interest deposited into the account. - &#x60;FEE&#x60; - Fee withdrawn from the account. - &#x60;OPTIONEXPIRATION&#x60; - Option expiration event. - &#x60;OPTIONASSIGNMENT&#x60; - Option assignment event. - &#x60;OPTIONEXERCISE&#x60; - Option exercise event.
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+ # @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: - &#x60;BUY&#x60; - Asset bought. - &#x60;SELL&#x60; - Asset sold. - &#x60;DIVIDEND&#x60; - Dividend payout. - &#x60;CONTRIBUTION&#x60; - Cash contribution. - &#x60;WITHDRAWAL&#x60; - Cash withdrawal. - &#x60;REI&#x60; - Dividend reinvestment. - &#x60;INTEREST&#x60; - Interest deposited into the account. - &#x60;FEE&#x60; - Fee withdrawn from the account. - &#x60;OPTIONEXPIRATION&#x60; - Option expiration event. - &#x60;OPTIONASSIGNMENT&#x60; - Option assignment event. - &#x60;OPTIONEXERCISE&#x60; - Option exercise event. - &#x60;TRANSFER&#x60; - Transfer of assets from one account to another
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  # @return [Array<UniversalActivity>]
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  describe 'get_activities test' do
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  it 'should work' do
metadata CHANGED
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  --- !ruby/object:Gem::Specification
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  name: snaptrade
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  version: !ruby/object:Gem::Version
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- version: 2.0.57
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+ version: 2.0.59
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  platform: ruby
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  authors:
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  - SnapTrade
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  autorequire:
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  bindir: bin
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  cert_chain: []
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- date: 2024-11-21 00:00:00.000000000 Z
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+ date: 2024-12-06 00:00:00.000000000 Z
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  dependencies:
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  - !ruby/object:Gem::Dependency
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  name: faraday