snaptrade 3.0.30 → 3.0.32

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Files changed (40) hide show
  1. checksums.yaml +4 -4
  2. data/README.md +120 -2
  3. data/lib/snaptrade/api/account_information_api.rb +12 -4
  4. data/lib/snaptrade/api/experimental_endpoints_api.rb +176 -0
  5. data/lib/snaptrade/models/account_information_get_user_holdings409_response.rb +234 -0
  6. data/lib/snaptrade/models/account_position.rb +1 -1
  7. data/lib/snaptrade/models/account_value_history_response.rb +1 -1
  8. data/lib/snaptrade/models/{account_type.rb → cash_or_margin.rb} +3 -3
  9. data/lib/snaptrade/models/institution.rb +1 -1
  10. data/lib/snaptrade/models/investment_account.rb +7 -7
  11. data/lib/snaptrade/models/position.rb +1 -1
  12. data/lib/snaptrade/models/release_stage.rb +2 -1
  13. data/lib/snaptrade/models/simple_trade_form.rb +346 -0
  14. data/lib/snaptrade/models/simple_trade_form_order_type.rb +39 -0
  15. data/lib/snaptrade/models/simple_trade_form_price_effect.rb +38 -0
  16. data/lib/snaptrade/models/simple_trade_form_time_in_force.rb +40 -0
  17. data/lib/snaptrade/models/simple_trade_form_trading_session.rb +37 -0
  18. data/lib/snaptrade/models/simple_trade_instrument.rb +255 -0
  19. data/lib/snaptrade/models/simple_trade_instrument_kind.rb +39 -0
  20. data/lib/snaptrade/models/simple_trade_leg.rb +246 -0
  21. data/lib/snaptrade/models/simple_trade_leg_action.rb +41 -0
  22. data/lib/snaptrade/models/simple_trade_response.rb +222 -0
  23. data/lib/snaptrade/version.rb +1 -1
  24. data/lib/snaptrade.rb +12 -1
  25. data/spec/api/account_information_api_spec.rb +2 -2
  26. data/spec/api/experimental_endpoints_api_spec.rb +15 -0
  27. data/spec/models/account_information_get_user_holdings409_response_spec.rb +41 -0
  28. data/spec/models/{account_type_spec.rb → cash_or_margin_spec.rb} +6 -6
  29. data/spec/models/investment_account_spec.rb +1 -1
  30. data/spec/models/simple_trade_form_order_type_spec.rb +23 -0
  31. data/spec/models/simple_trade_form_price_effect_spec.rb +23 -0
  32. data/spec/models/simple_trade_form_spec.rb +83 -0
  33. data/spec/models/simple_trade_form_time_in_force_spec.rb +23 -0
  34. data/spec/models/simple_trade_form_trading_session_spec.rb +23 -0
  35. data/spec/models/simple_trade_instrument_kind_spec.rb +23 -0
  36. data/spec/models/simple_trade_instrument_spec.rb +35 -0
  37. data/spec/models/simple_trade_leg_action_spec.rb +23 -0
  38. data/spec/models/simple_trade_leg_spec.rb +41 -0
  39. data/spec/models/simple_trade_response_spec.rb +29 -0
  40. metadata +266 -233
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data/README.md CHANGED
@@ -63,7 +63,7 @@ backoff with jitter rather than from the headers.
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  See https://docs.snaptrade.com/docs/ratelimiting.
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- [![npm](https://img.shields.io/badge/gem-v3.0.30-blue)](https://rubygems.org/gems/snaptrade/versions/3.0.30)
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+ [![npm](https://img.shields.io/badge/gem-v3.0.32-blue)](https://rubygems.org/gems/snaptrade/versions/3.0.32)
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  [![More Info](https://img.shields.io/badge/More%20Info-Click%20Here-orange)](https://snaptrade.com/)
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  </div>
@@ -111,6 +111,7 @@ See https://docs.snaptrade.com/docs/ratelimiting.
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  * [`snaptrade.experimental_endpoints.get_user_account_recent_orders_v2`](#snaptradeexperimental_endpointsget_user_account_recent_orders_v2)
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  * [`snaptrade.experimental_endpoints.list_all_user_accounts`](#snaptradeexperimental_endpointslist_all_user_accounts)
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  * [`snaptrade.experimental_endpoints.list_subscriptions`](#snaptradeexperimental_endpointslist_subscriptions)
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+ * [`snaptrade.experimental_endpoints.place_simple_order`](#snaptradeexperimental_endpointsplace_simple_order)
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  * [`snaptrade.reference_data.get_partner_info`](#snaptradereference_dataget_partner_info)
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  * [`snaptrade.reference_data.get_stock_exchanges`](#snaptradereference_dataget_stock_exchanges)
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  * [`snaptrade.reference_data.get_symbols`](#snaptradereference_dataget_symbols)
@@ -142,7 +143,7 @@ See https://docs.snaptrade.com/docs/ratelimiting.
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  Add to Gemfile:
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  ```ruby
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- gem 'snaptrade', '~> 3.0.30'
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+ gem 'snaptrade', '~> 3.0.32'
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  ```
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  ## Getting Started<a id="getting-started"></a>
@@ -276,6 +277,8 @@ one account to another. - `SPLIT` - A stock share split.
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  An experimental endpoint that returns estimated historical total account value for the specified account. Total account value is the sum of the market value of all positions and cash in the account at a given time. This endpoint is experimental, disabled by default, and has a maximum lookback of 1 year. Because the data is dynamically generated, we recommend replacing your dataset with each request as opposed to combining data from multiple requests. Enable this feature for free in the [Add-on page of the Customer Dashboard](https://dashboard.snaptrade.com/add-ons)
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+ The data may contain gaps and is best used for charting account value trends. It should not be relied on as a complete or exact record of historical account values.
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+
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  #### 🛠️ Usage<a id="🛠️-usage"></a>
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@@ -619,6 +622,8 @@ Check your API key on the [Customer Dashboard billing page](https://dashboard.sn
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  If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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+ Concurrent live holdings requests for the same account fail immediately with HTTP 409 and error code `1166`. Wait for the in-flight request to complete before retrying.
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+
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  #### 🛠️ Usage<a id="🛠️-usage"></a>
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@@ -1610,6 +1615,119 @@ p result
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  ---
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+ ### `snaptrade.experimental_endpoints.place_simple_order`<a id="snaptradeexperimental_endpointsplace_simple_order"></a>
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+
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+ **Beta.** Places a single-leg or multi-leg order using a common request format for equities, equity options, futures, and future options. This endpoint is experimental; breaking changes are possible during the experimental phase.
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+
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+ Equity and equity-option orders use the existing brokerage trading capabilities. Futures and future options are currently supported only on tastytrade. Order types, time in force, optional fields, and strategy combinations remain subject to brokerage support. See the [brokerage trading support page](https://support.snaptrade.com/brokerages).
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+
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+ An order may contain equity/option legs or future/future_option legs, but cannot mix those two families. Equity/option strategies must share the same underlying symbol. Each strategy is submitted as one brokerage order; unsupported strategies are never split into independent orders. Tastytrade supports single-leg outright futures and up to four future-option legs, and does not support multi-leg market orders.
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+
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+ All string choices use lower snake_case and are case-sensitive. Symbols retain their native format: equity tickers, OCC equity-option symbols, or the exact tastytrade BrokerageInstrument ticker for futures and future options, including any spaces.
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+
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+ A successful response contains only the brokerage order ID. Use the existing order endpoints to retrieve order details.
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+
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+
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+ #### 🛠️ Usage<a id="🛠️-usage"></a>
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+
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+ ```ruby
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+ result = snaptrade.experimental_endpoints.place_simple_order(
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+ order_type: "stop_limit",
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+ time_in_force: "day",
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+ legs: [
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+ {
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+ "instrument" => {
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+ "kind" => "future",
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+ "symbol" => "/ESZ6",
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+ },
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+ "action" => "buy",
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+ "units" => "1.25",
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+ }
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+ ],
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+ account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
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+ user_id: "snaptrade-user-123",
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+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
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+ limit_price: "1.25",
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+ stop_price: "1.25",
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+ price_effect: "debit",
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+ client_order_id: "550e8400-e29b-41d4-a716-446655440000",
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+ expiry_date: "2026-12-18T20:00:00Z",
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+ notional_value: "1.25",
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+ trading_session: "regular",
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+ )
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+ p result
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+ ```
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+
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+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
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+
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+ ##### order_type: [`SimpleTradeFormOrderType`](./lib/snaptrade/models/simple_trade_form_order_type.rb)<a id="order_type-simpletradeformordertypelibsnaptrademodelssimple_trade_form_order_typerb"></a>
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+ ##### time_in_force: [`SimpleTradeFormTimeInForce`](./lib/snaptrade/models/simple_trade_form_time_in_force.rb)<a id="time_in_force-simpletradeformtimeinforcelibsnaptrademodelssimple_trade_form_time_in_forcerb"></a>
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+ Order duration, subject to brokerage and execution-path support. gtd requires
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+ expiry_date and a non-market single-leg equity/option order. Existing single-leg
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+ option routing does not support ioc. Futures and multi-leg orders do not support
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+ gtd through this endpoint.
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+
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+ ##### legs: Array<[`SimpleTradeLeg`](./lib/snaptrade/models/simple_trade_leg.rb)><a id="legs-array"></a>
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+ Legs of one brokerage order. Use equity/option legs or future/future_option
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+ legs, without mixing the two families. Brokerage strategy and leg-count limits
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+ apply.
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+
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+ ##### account_id: `String`<a id="account_id-string"></a>
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+ The ID of the account to execute the trade on.
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+
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+ ##### user_id: `String`<a id="user_id-string"></a>
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+ ##### user_secret: `String`<a id="user_secret-string"></a>
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+ ##### limit_price: [`Float`](./lib/snaptrade/models/float.rb)<a id="limit_price-floatlibsnaptrademodelsfloatrb"></a>
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+ Required for limit and stop_limit orders, except that multi-leg price_effect
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+ even implies zero. Must be omitted or null for market and stop orders. For
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+ multi-leg orders this is the net strategy price. Negative prices are accepted
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+ only for futures-family orders, subject to brokerage support.
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+
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+ ##### stop_price: [`Float`](./lib/snaptrade/models/float.rb)<a id="stop_price-floatlibsnaptrademodelsfloatrb"></a>
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+ Required for stop and stop_limit orders. Must be omitted or null for market and
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+ limit orders. Must be positive for equity/option orders; futures-family trigger
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+ prices are subject to brokerage support.
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+
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+ ##### price_effect: [`SimpleTradeFormPriceEffect`](./lib/snaptrade/models/simple_trade_form_price_effect.rb)<a id="price_effect-simpletradeformpriceeffectlibsnaptrademodelssimple_trade_form_price_effectrb"></a>
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+ Only applicable to multi-leg limit and stop_limit orders. Requirements and
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+ supported values depend on the brokerage; tastytrade requires credit or debit.
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+ even implies a zero limit_price, which may be omitted and must be zero if
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+ supplied. Single-leg price effects are derived from the action.
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+
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+ ##### client_order_id: [`String`](./lib/snaptrade/models/string.rb)<a id="client_order_id-stringlibsnaptrademodelsstringrb"></a>
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+ Optional canonical UUID, forwarded where the existing execution path supports it
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+ and for tastytrade futures orders. Requires the existing client-order-ID
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+ enablement; when disabled the value is ignored. Brokerage behavior on duplicates
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+ varies; SnapTrade does not enforce uniqueness. Tastytrade uses this as
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+ external-identifier for correlation and does not deduplicate submissions.
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+
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+ ##### expiry_date: `Time`<a id="expiry_date-time"></a>
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+ ISO 8601 expiry timestamp, required for gtd and invalid with other durations. A
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+ missing timezone is treated as UTC. Supported only through existing single-leg
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+ Public and Sandbox execution paths.
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+
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+ ##### notional_value: [`Float`](./lib/snaptrade/models/float.rb)<a id="notional_value-floatlibsnaptrademodelsfloatrb"></a>
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+ Positive order value, supported only for a single-equity market order on
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+ eligible brokerages and partners. Mutually exclusive with leg units. Omit or set
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+ units to null when supplied.
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+
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+ ##### trading_session: [`SimpleTradeFormTradingSession`](./lib/snaptrade/models/simple_trade_form_trading_session.rb)<a id="trading_session-simpletradeformtradingsessionlibsnaptrademodelssimple_trade_form_trading_sessionrb"></a>
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+ extended uses existing single-leg equity/option brokerage support and requires
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+ extended-hours enablement. Futures and multi-leg orders only accept regular.
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+
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+ #### 🔄 Return<a id="🔄-return"></a>
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+
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+ [SimpleTradeResponse](./lib/snaptrade/models/simple_trade_response.rb)
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+
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+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
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+
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+ `/accounts/{accountId}/trading/simple` `POST`
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+
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+ [🔙 **Back to Table of Contents**](#table-of-contents)
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+
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+ ---
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+
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+
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  ### `snaptrade.reference_data.get_partner_info`<a id="snaptradereference_dataget_partner_info"></a>
1614
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  Returns configurations for your SnapTrade Client ID, including allowed brokerages and data access.
@@ -186,6 +186,8 @@ module SnapTrade
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  # List historical account total value
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  #
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  # An experimental endpoint that returns estimated historical total account value for the specified account. Total account value is the sum of the market value of all positions and cash in the account at a given time. This endpoint is experimental, disabled by default, and has a maximum lookback of 1 year. Because the data is dynamically generated, we recommend replacing your dataset with each request as opposed to combining data from multiple requests. Enable this feature for free in the [Add-on page of the Customer Dashboard](https://dashboard.snaptrade.com/add-ons)
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+ #
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+ # The data may contain gaps and is best used for charting account value trends. It should not be relied on as a complete or exact record of historical account values.
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  #
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  # @param user_id [String]
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  # @param user_secret [String]
@@ -199,6 +201,8 @@ module SnapTrade
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  # List historical account total value
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  #
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  # An experimental endpoint that returns estimated historical total account value for the specified account. Total account value is the sum of the market value of all positions and cash in the account at a given time. This endpoint is experimental, disabled by default, and has a maximum lookback of 1 year. Because the data is dynamically generated, we recommend replacing your dataset with each request as opposed to combining data from multiple requests. Enable this feature for free in the [Add-on page of the Customer Dashboard](https://dashboard.snaptrade.com/add-ons)
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+ #
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+ # The data may contain gaps and is best used for charting account value trends. It should not be relied on as a complete or exact record of historical account values.
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  #
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  # @param user_id [String]
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  # @param user_secret [String]
@@ -209,7 +213,7 @@ module SnapTrade
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  end
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  # List historical account total value
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- # An experimental endpoint that returns estimated historical total account value for the specified account. Total account value is the sum of the market value of all positions and cash in the account at a given time. This endpoint is experimental, disabled by default, and has a maximum lookback of 1 year. Because the data is dynamically generated, we recommend replacing your dataset with each request as opposed to combining data from multiple requests. Enable this feature for free in the [Add-on page of the Customer Dashboard](https://dashboard.snaptrade.com/add-ons)
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+ # An experimental endpoint that returns estimated historical total account value for the specified account. Total account value is the sum of the market value of all positions and cash in the account at a given time. This endpoint is experimental, disabled by default, and has a maximum lookback of 1 year. Because the data is dynamically generated, we recommend replacing your dataset with each request as opposed to combining data from multiple requests. Enable this feature for free in the [Add-on page of the Customer Dashboard](https://dashboard.snaptrade.com/add-ons) The data may contain gaps and is best used for charting account value trends. It should not be relied on as a complete or exact record of historical account values.
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  # @param user_id [String]
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  # @param user_secret [String]
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  # @param account_id [String]
@@ -221,7 +225,7 @@ module SnapTrade
221
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  end
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223
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  # List historical account total value
224
- # An experimental endpoint that returns estimated historical total account value for the specified account. Total account value is the sum of the market value of all positions and cash in the account at a given time. This endpoint is experimental, disabled by default, and has a maximum lookback of 1 year. Because the data is dynamically generated, we recommend replacing your dataset with each request as opposed to combining data from multiple requests. Enable this feature for free in the [Add-on page of the Customer Dashboard](https://dashboard.snaptrade.com/add-ons)
228
+ # An experimental endpoint that returns estimated historical total account value for the specified account. Total account value is the sum of the market value of all positions and cash in the account at a given time. This endpoint is experimental, disabled by default, and has a maximum lookback of 1 year. Because the data is dynamically generated, we recommend replacing your dataset with each request as opposed to combining data from multiple requests. Enable this feature for free in the [Add-on page of the Customer Dashboard](https://dashboard.snaptrade.com/add-ons) The data may contain gaps and is best used for charting account value trends. It should not be relied on as a complete or exact record of historical account values.
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  # @param user_id [String]
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  # @param user_secret [String]
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  # @param account_id [String]
@@ -1151,6 +1155,8 @@ module SnapTrade
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  # - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
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  #
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  # If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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+ #
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+ # Concurrent live holdings requests for the same account fail immediately with HTTP 409 and error code `1166`. Wait for the in-flight request to complete before retrying.
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  #
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  # @param account_id [String]
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  # @param user_id [String]
@@ -1174,6 +1180,8 @@ module SnapTrade
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  # - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
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  #
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  # If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
1183
+ #
1184
+ # Concurrent live holdings requests for the same account fail immediately with HTTP 409 and error code `1166`. Wait for the in-flight request to complete before retrying.
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1185
  #
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  # @param account_id [String]
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  # @param user_id [String]
@@ -1184,7 +1192,7 @@ module SnapTrade
1184
1192
  end
1185
1193
 
1186
1194
  # List account holdings
1187
- # **Deprecated.** Use the finer-grained account data endpoints instead: [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getAllAccountPositions), and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders). This endpoint will return HTTP 410 Gone for all customers that sign up after May 11, 2026. Returns a list of balances, positions, and recent orders for the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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+ # **Deprecated.** Use the finer-grained account data endpoints instead: [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getAllAccountPositions), and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders). This endpoint will return HTTP 410 Gone for all customers that sign up after May 11, 2026. Returns a list of balances, positions, and recent orders for the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection. Concurrent live holdings requests for the same account fail immediately with HTTP 409 and error code `1166`. Wait for the in-flight request to complete before retrying.
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  # @param account_id [String]
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  # @param user_id [String]
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  # @param user_secret [String]
@@ -1196,7 +1204,7 @@ module SnapTrade
1196
1204
  end
1197
1205
 
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  # List account holdings
1199
- # **Deprecated.** Use the finer-grained account data endpoints instead: [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getAllAccountPositions), and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders). This endpoint will return HTTP 410 Gone for all customers that sign up after May 11, 2026. Returns a list of balances, positions, and recent orders for the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don&#39;t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
1207
+ # **Deprecated.** Use the finer-grained account data endpoints instead: [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getAllAccountPositions), and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders). This endpoint will return HTTP 410 Gone for all customers that sign up after May 11, 2026. Returns a list of balances, positions, and recent orders for the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don&#39;t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection. Concurrent live holdings requests for the same account fail immediately with HTTP 409 and error code &#x60;1166&#x60;. Wait for the in-flight request to complete before retrying.
1200
1208
  # @param account_id [String]
1201
1209
  # @param user_id [String]
1202
1210
  # @param user_secret [String]
@@ -924,6 +924,182 @@ module SnapTrade
924
924
  end
925
925
  return data, status_code, headers, response
926
926
  end
927
+
928
+
929
+ # Place a simple order (beta)
930
+ #
931
+ # **Beta.** Places a single-leg or multi-leg order using a common request format for equities, equity options, futures, and future options. This endpoint is experimental; breaking changes are possible during the experimental phase.
932
+ #
933
+ # Equity and equity-option orders use the existing brokerage trading capabilities. Futures and future options are currently supported only on tastytrade. Order types, time in force, optional fields, and strategy combinations remain subject to brokerage support. See the [brokerage trading support page](https://support.snaptrade.com/brokerages).
934
+ #
935
+ # An order may contain equity/option legs or future/future_option legs, but cannot mix those two families. Equity/option strategies must share the same underlying symbol. Each strategy is submitted as one brokerage order; unsupported strategies are never split into independent orders. Tastytrade supports single-leg outright futures and up to four future-option legs, and does not support multi-leg market orders.
936
+ #
937
+ # All string choices use lower snake_case and are case-sensitive. Symbols retain their native format: equity tickers, OCC equity-option symbols, or the exact tastytrade BrokerageInstrument ticker for futures and future options, including any spaces.
938
+ #
939
+ # A successful response contains only the brokerage order ID. Use the existing order endpoints to retrieve order details.
940
+ #
941
+ # @param order_type [SimpleTradeFormOrderType]
942
+ # @param time_in_force [SimpleTradeFormTimeInForce] Order duration, subject to brokerage and execution-path support. gtd requires expiry_date and a non-market single-leg equity/option order. Existing single-leg option routing does not support ioc. Futures and multi-leg orders do not support gtd through this endpoint.
943
+ # @param legs [Array<SimpleTradeLeg>] Legs of one brokerage order. Use equity/option legs or future/future_option legs, without mixing the two families. Brokerage strategy and leg-count limits apply.
944
+ # @param account_id [String] The ID of the account to execute the trade on.
945
+ # @param user_id [String]
946
+ # @param user_secret [String]
947
+ # @param limit_price [Float] Required for limit and stop_limit orders, except that multi-leg price_effect even implies zero. Must be omitted or null for market and stop orders. For multi-leg orders this is the net strategy price. Negative prices are accepted only for futures-family orders, subject to brokerage support.
948
+ # @param stop_price [Float] Required for stop and stop_limit orders. Must be omitted or null for market and limit orders. Must be positive for equity/option orders; futures-family trigger prices are subject to brokerage support.
949
+ # @param price_effect [SimpleTradeFormPriceEffect] Only applicable to multi-leg limit and stop_limit orders. Requirements and supported values depend on the brokerage; tastytrade requires credit or debit. even implies a zero limit_price, which may be omitted and must be zero if supplied. Single-leg price effects are derived from the action.
950
+ # @param client_order_id [String] Optional canonical UUID, forwarded where the existing execution path supports it and for tastytrade futures orders. Requires the existing client-order-ID enablement; when disabled the value is ignored. Brokerage behavior on duplicates varies; SnapTrade does not enforce uniqueness. Tastytrade uses this as external-identifier for correlation and does not deduplicate submissions.
951
+ # @param expiry_date [Time] ISO 8601 expiry timestamp, required for gtd and invalid with other durations. A missing timezone is treated as UTC. Supported only through existing single-leg Public and Sandbox execution paths.
952
+ # @param notional_value [Float] Positive order value, supported only for a single-equity market order on eligible brokerages and partners. Mutually exclusive with leg units. Omit or set units to null when supplied.
953
+ # @param trading_session [SimpleTradeFormTradingSession] extended uses existing single-leg equity/option brokerage support and requires extended-hours enablement. Futures and multi-leg orders only accept regular.
954
+ # @param body [SimpleTradeForm]
955
+ # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
956
+ def place_simple_order(order_type:, time_in_force:, legs:, account_id:, user_id:, user_secret:, limit_price: SENTINEL, stop_price: SENTINEL, price_effect: SENTINEL, client_order_id: SENTINEL, expiry_date: SENTINEL, notional_value: SENTINEL, trading_session: 'regular', extra: {})
957
+ _body = {}
958
+ _body[:order_type] = order_type if order_type != SENTINEL
959
+ _body[:time_in_force] = time_in_force if time_in_force != SENTINEL
960
+ _body[:legs] = legs if legs != SENTINEL
961
+ _body[:limit_price] = limit_price if limit_price != SENTINEL
962
+ _body[:stop_price] = stop_price if stop_price != SENTINEL
963
+ _body[:price_effect] = price_effect if price_effect != SENTINEL
964
+ _body[:client_order_id] = client_order_id if client_order_id != SENTINEL
965
+ _body[:expiry_date] = expiry_date if expiry_date != SENTINEL
966
+ _body[:notional_value] = notional_value if notional_value != SENTINEL
967
+ _body[:trading_session] = trading_session if trading_session != SENTINEL
968
+ simple_trade_form = _body
969
+ data, _status_code, _headers = place_simple_order_with_http_info_impl(account_id, user_id, user_secret, simple_trade_form, extra)
970
+ data
971
+ end
972
+
973
+ # Place a simple order (beta)
974
+ #
975
+ # **Beta.** Places a single-leg or multi-leg order using a common request format for equities, equity options, futures, and future options. This endpoint is experimental; breaking changes are possible during the experimental phase.
976
+ #
977
+ # Equity and equity-option orders use the existing brokerage trading capabilities. Futures and future options are currently supported only on tastytrade. Order types, time in force, optional fields, and strategy combinations remain subject to brokerage support. See the [brokerage trading support page](https://support.snaptrade.com/brokerages).
978
+ #
979
+ # An order may contain equity/option legs or future/future_option legs, but cannot mix those two families. Equity/option strategies must share the same underlying symbol. Each strategy is submitted as one brokerage order; unsupported strategies are never split into independent orders. Tastytrade supports single-leg outright futures and up to four future-option legs, and does not support multi-leg market orders.
980
+ #
981
+ # All string choices use lower snake_case and are case-sensitive. Symbols retain their native format: equity tickers, OCC equity-option symbols, or the exact tastytrade BrokerageInstrument ticker for futures and future options, including any spaces.
982
+ #
983
+ # A successful response contains only the brokerage order ID. Use the existing order endpoints to retrieve order details.
984
+ #
985
+ # @param order_type [SimpleTradeFormOrderType]
986
+ # @param time_in_force [SimpleTradeFormTimeInForce] Order duration, subject to brokerage and execution-path support. gtd requires expiry_date and a non-market single-leg equity/option order. Existing single-leg option routing does not support ioc. Futures and multi-leg orders do not support gtd through this endpoint.
987
+ # @param legs [Array<SimpleTradeLeg>] Legs of one brokerage order. Use equity/option legs or future/future_option legs, without mixing the two families. Brokerage strategy and leg-count limits apply.
988
+ # @param account_id [String] The ID of the account to execute the trade on.
989
+ # @param user_id [String]
990
+ # @param user_secret [String]
991
+ # @param limit_price [Float] Required for limit and stop_limit orders, except that multi-leg price_effect even implies zero. Must be omitted or null for market and stop orders. For multi-leg orders this is the net strategy price. Negative prices are accepted only for futures-family orders, subject to brokerage support.
992
+ # @param stop_price [Float] Required for stop and stop_limit orders. Must be omitted or null for market and limit orders. Must be positive for equity/option orders; futures-family trigger prices are subject to brokerage support.
993
+ # @param price_effect [SimpleTradeFormPriceEffect] Only applicable to multi-leg limit and stop_limit orders. Requirements and supported values depend on the brokerage; tastytrade requires credit or debit. even implies a zero limit_price, which may be omitted and must be zero if supplied. Single-leg price effects are derived from the action.
994
+ # @param client_order_id [String] Optional canonical UUID, forwarded where the existing execution path supports it and for tastytrade futures orders. Requires the existing client-order-ID enablement; when disabled the value is ignored. Brokerage behavior on duplicates varies; SnapTrade does not enforce uniqueness. Tastytrade uses this as external-identifier for correlation and does not deduplicate submissions.
995
+ # @param expiry_date [Time] ISO 8601 expiry timestamp, required for gtd and invalid with other durations. A missing timezone is treated as UTC. Supported only through existing single-leg Public and Sandbox execution paths.
996
+ # @param notional_value [Float] Positive order value, supported only for a single-equity market order on eligible brokerages and partners. Mutually exclusive with leg units. Omit or set units to null when supplied.
997
+ # @param trading_session [SimpleTradeFormTradingSession] extended uses existing single-leg equity/option brokerage support and requires extended-hours enablement. Futures and multi-leg orders only accept regular.
998
+ # @param body [SimpleTradeForm]
999
+ # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
1000
+ def place_simple_order_with_http_info(order_type:, time_in_force:, legs:, account_id:, user_id:, user_secret:, limit_price: SENTINEL, stop_price: SENTINEL, price_effect: SENTINEL, client_order_id: SENTINEL, expiry_date: SENTINEL, notional_value: SENTINEL, trading_session: 'regular', extra: {})
1001
+ _body = {}
1002
+ _body[:order_type] = order_type if order_type != SENTINEL
1003
+ _body[:time_in_force] = time_in_force if time_in_force != SENTINEL
1004
+ _body[:legs] = legs if legs != SENTINEL
1005
+ _body[:limit_price] = limit_price if limit_price != SENTINEL
1006
+ _body[:stop_price] = stop_price if stop_price != SENTINEL
1007
+ _body[:price_effect] = price_effect if price_effect != SENTINEL
1008
+ _body[:client_order_id] = client_order_id if client_order_id != SENTINEL
1009
+ _body[:expiry_date] = expiry_date if expiry_date != SENTINEL
1010
+ _body[:notional_value] = notional_value if notional_value != SENTINEL
1011
+ _body[:trading_session] = trading_session if trading_session != SENTINEL
1012
+ simple_trade_form = _body
1013
+ place_simple_order_with_http_info_impl(account_id, user_id, user_secret, simple_trade_form, extra)
1014
+ end
1015
+
1016
+ # Place a simple order (beta)
1017
+ # **Beta.** Places a single-leg or multi-leg order using a common request format for equities, equity options, futures, and future options. This endpoint is experimental; breaking changes are possible during the experimental phase. Equity and equity-option orders use the existing brokerage trading capabilities. Futures and future options are currently supported only on tastytrade. Order types, time in force, optional fields, and strategy combinations remain subject to brokerage support. See the [brokerage trading support page](https://support.snaptrade.com/brokerages). An order may contain equity/option legs or future/future_option legs, but cannot mix those two families. Equity/option strategies must share the same underlying symbol. Each strategy is submitted as one brokerage order; unsupported strategies are never split into independent orders. Tastytrade supports single-leg outright futures and up to four future-option legs, and does not support multi-leg market orders. All string choices use lower snake_case and are case-sensitive. Symbols retain their native format: equity tickers, OCC equity-option symbols, or the exact tastytrade BrokerageInstrument ticker for futures and future options, including any spaces. A successful response contains only the brokerage order ID. Use the existing order endpoints to retrieve order details.
1018
+ # @param account_id [String] The ID of the account to execute the trade on.
1019
+ # @param user_id [String]
1020
+ # @param user_secret [String]
1021
+ # @param simple_trade_form [SimpleTradeForm]
1022
+ # @param [Hash] opts the optional parameters
1023
+ # @return [SimpleTradeResponse]
1024
+ private def place_simple_order_impl(account_id, user_id, user_secret, simple_trade_form, opts = {})
1025
+ data, _status_code, _headers = place_simple_order_with_http_info(account_id, user_id, user_secret, simple_trade_form, opts)
1026
+ data
1027
+ end
1028
+
1029
+ # Place a simple order (beta)
1030
+ # **Beta.** Places a single-leg or multi-leg order using a common request format for equities, equity options, futures, and future options. This endpoint is experimental; breaking changes are possible during the experimental phase. Equity and equity-option orders use the existing brokerage trading capabilities. Futures and future options are currently supported only on tastytrade. Order types, time in force, optional fields, and strategy combinations remain subject to brokerage support. See the [brokerage trading support page](https://support.snaptrade.com/brokerages). An order may contain equity/option legs or future/future_option legs, but cannot mix those two families. Equity/option strategies must share the same underlying symbol. Each strategy is submitted as one brokerage order; unsupported strategies are never split into independent orders. Tastytrade supports single-leg outright futures and up to four future-option legs, and does not support multi-leg market orders. All string choices use lower snake_case and are case-sensitive. Symbols retain their native format: equity tickers, OCC equity-option symbols, or the exact tastytrade BrokerageInstrument ticker for futures and future options, including any spaces. A successful response contains only the brokerage order ID. Use the existing order endpoints to retrieve order details.
1031
+ # @param account_id [String] The ID of the account to execute the trade on.
1032
+ # @param user_id [String]
1033
+ # @param user_secret [String]
1034
+ # @param simple_trade_form [SimpleTradeForm]
1035
+ # @param [Hash] opts the optional parameters
1036
+ # @return [Array<(SimpleTradeResponse, Integer, Hash)>] SimpleTradeResponse data, response status code and response headers
1037
+ private def place_simple_order_with_http_info_impl(account_id, user_id, user_secret, simple_trade_form, opts = {})
1038
+ if @api_client.config.debugging
1039
+ @api_client.config.logger.debug 'Calling API: ExperimentalEndpointsApi.place_simple_order ...'
1040
+ end
1041
+ # verify the required parameter 'account_id' is set
1042
+ if @api_client.config.client_side_validation && account_id.nil?
1043
+ fail ArgumentError, "Missing the required parameter 'account_id' when calling ExperimentalEndpointsApi.place_simple_order"
1044
+ end
1045
+ # verify the required parameter 'user_id' is set
1046
+ if @api_client.config.client_side_validation && user_id.nil?
1047
+ fail ArgumentError, "Missing the required parameter 'user_id' when calling ExperimentalEndpointsApi.place_simple_order"
1048
+ end
1049
+ # verify the required parameter 'user_secret' is set
1050
+ if @api_client.config.client_side_validation && user_secret.nil?
1051
+ fail ArgumentError, "Missing the required parameter 'user_secret' when calling ExperimentalEndpointsApi.place_simple_order"
1052
+ end
1053
+ # verify the required parameter 'simple_trade_form' is set
1054
+ if @api_client.config.client_side_validation && simple_trade_form.nil?
1055
+ fail ArgumentError, "Missing the required parameter 'simple_trade_form' when calling ExperimentalEndpointsApi.place_simple_order"
1056
+ end
1057
+ # resource path
1058
+ local_var_path = '/accounts/{accountId}/trading/simple'.sub('{' + 'accountId' + '}', CGI.escape(account_id.to_s))
1059
+
1060
+ # query parameters
1061
+ query_params = opts[:query_params] || {}
1062
+ query_params[:'userId'] = user_id
1063
+ query_params[:'userSecret'] = user_secret
1064
+
1065
+ # header parameters
1066
+ header_params = opts[:header_params] || {}
1067
+ # HTTP header 'Accept' (if needed)
1068
+ header_params['Accept'] = @api_client.select_header_accept(['application/json'])
1069
+ # HTTP header 'Content-Type'
1070
+ content_type = @api_client.select_header_content_type(['application/json'])
1071
+ if !content_type.nil?
1072
+ header_params['Content-Type'] = content_type
1073
+ end
1074
+
1075
+ # form parameters
1076
+ form_params = opts[:form_params] || {}
1077
+
1078
+ # http body (model)
1079
+ post_body = opts[:debug_body] || @api_client.object_to_http_body(simple_trade_form)
1080
+
1081
+ # return_type
1082
+ return_type = opts[:debug_return_type] || 'SimpleTradeResponse'
1083
+
1084
+ # auth_names
1085
+ auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
1086
+
1087
+ new_options = opts.merge(
1088
+ :operation => :"ExperimentalEndpointsApi.place_simple_order",
1089
+ :header_params => header_params,
1090
+ :query_params => query_params,
1091
+ :form_params => form_params,
1092
+ :body => post_body,
1093
+ :auth_names => auth_names,
1094
+ :return_type => return_type
1095
+ )
1096
+
1097
+ data, status_code, headers, response = @api_client.call_api(:POST, local_var_path, new_options)
1098
+ if @api_client.config.debugging
1099
+ @api_client.config.logger.debug "API called: ExperimentalEndpointsApi#place_simple_order\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
1100
+ end
1101
+ return data, status_code, headers, response
1102
+ end
927
1103
  end
928
1104
 
929
1105
  # top-level client access to avoid having the user to insantiate their own API instances