snaptrade 2.0.73 → 2.0.74

checksums.yaml

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

@@ -1,7 +1,7 @@
 PATH
   remote: .
   specs:
-    snaptrade (2.0.73)
+    snaptrade (2.0.74)
       faraday (>= 1.0.1, < 3.0)
       faraday-multipart (~> 1.0, >= 1.0.4)
 

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-v2.0.73-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.73)
+[![npm](https://img.shields.io/badge/gem-v2.0.74-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.74)
 [![More Info](https://img.shields.io/badge/More%20Info-Click%20Here-orange)](https://snaptrade.com/)
 
 </div>
@@ -74,7 +74,7 @@ Connect brokerage accounts to your app for live positions and trading
 Add to Gemfile:
 
 ```ruby
-gem 'snaptrade', '~> 2.0.73'
+gem 'snaptrade', '~> 2.0.74'
 ```
 
 ## Getting Started<a id="getting-started"></a>
@@ -92,6 +92,8 @@ result = snaptrade.account_information.get_account_activities(
   user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
   start_date: "2022-01-24",
   end_date: "2022-01-24",
+  offset: 0,
+  limit: 1,
   type: "BUY,SELL,DIVIDEND",
 )
 p result
@@ -108,9 +110,11 @@ result = snaptrade.account_information.get_account_activities_with_http_info(
   user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
   start_date: "2022-01-24",
   end_date: "2022-01-24",
+  offset: 0,
+  limit: 1,
   type: "BUY,SELL,DIVIDEND",
 )
-p result[0] # [Array<UniversalActivity>] Deserialized data
+p result[0] # [Array<PaginatedUniversalActivity>] Deserialized data
 p.result[1] # [Integer] HTTP status code
 p.result[2] # [Hash] HTTP headers
 p.result[3] # [Faraday::Response] Raw HTTP response
@@ -121,9 +125,11 @@ p.result[3] # [Faraday::Response] Raw HTTP response
 
 ### `snaptrade.account_information.get_account_activities`<a id="snaptradeaccount_informationget_account_activities"></a>
 
-Returns all historical transactions for the specified account. It's recommended to use `startDate` and `endDate` to paginate through the data, as the response may be very large for accounts with a long history and/or a lot of activity. There's a max number of 10000 transactions returned per request.
+Returns all historical transactions for the specified account.
 
-There is no guarantee to the ordering of the transactions returned. Please sort the transactions based on the `trade_date` field if you need them in a specific order.
+This endpoint is paginated and will return a maximum of 1000 transactions per request. See the query parameters for pagination options.
+
+Transaction are returned in reverse chronological order, using the `trade_date` field.
 
 The data returned here is always cached and refreshed once a day.
 
@@ -137,6 +143,8 @@ result = snaptrade.account_information.get_account_activities(
   user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
   start_date: "2022-01-24",
   end_date: "2022-01-24",
+  offset: 0,
+  limit: 1,
   type: "BUY,SELL,DIVIDEND",
 )
 p result
@@ -157,6 +165,14 @@ 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`.
 
+##### offset: `Integer`<a id="offset-integer"></a>
+An integer that specifies the starting point of the paginated results. Default
+is 0.
+
+##### limit: `Integer`<a id="limit-integer"></a>
+An integer that specifies the maximum number of transactions to return. Default
+of 1000.
+
 ##### type: `String`<a id="type-string"></a>
 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
@@ -170,7 +186,7 @@ exercise event. - `TRANSFER` - Transfer of assets from one account to another
 
 #### 🔄 Return<a id="🔄-return"></a>
 
-[UniversalActivity](./lib/snaptrade/models/universal_activity.rb)
+[PaginatedUniversalActivity](./lib/snaptrade/models/paginated_universal_activity.rb)
 
 #### 🌐 Endpoint<a id="🌐-endpoint"></a>
 

data/lib/snaptrade/api/account_information_api.rb

@@ -19,9 +19,11 @@ module SnapTrade
 
     # List account activities
     #
-    # Returns all historical transactions for the specified account. It's recommended to use `startDate` and `endDate` to paginate through the data, as the response may be very large for accounts with a long history and/or a lot of activity. There's a max number of 10000 transactions returned per request.
+    # Returns all historical transactions for the specified account.
     # 
-    # There is no guarantee to the ordering of the transactions returned. Please sort the transactions based on the `trade_date` field if you need them in a specific order.
+    # This endpoint is paginated and will return a maximum of 1000 transactions per request. See the query parameters for pagination options.
+    # 
+    # Transaction are returned in reverse chronological order, using the `trade_date` field.
     # 
     # The data returned here is always cached and refreshed once a day.
     #
@@ -30,11 +32,15 @@ module SnapTrade
     # @param user_secret [String] 
     # @param start_date [Date] The start date (inclusive) of the transaction history to retrieve. If not provided, the default is the first transaction known to SnapTrade based on `trade_date`.
     # @param end_date [Date] The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
+    # @param offset [Integer] An integer that specifies the starting point of the paginated results. Default is 0.
+    # @param limit [Integer] An integer that specifies the maximum number of transactions to return. Default of 1000.
     # @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 
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def get_account_activities(account_id:, user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, type: SENTINEL, extra: {})
+    def get_account_activities(account_id:, user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, offset: SENTINEL, limit: SENTINEL, type: SENTINEL, extra: {})
       extra[:start_date] = start_date if start_date != SENTINEL
       extra[:end_date] = end_date if end_date != SENTINEL
+      extra[:offset] = offset if offset != SENTINEL
+      extra[:limit] = limit if limit != SENTINEL
       extra[:type] = type if type != SENTINEL
       data, _status_code, _headers = get_account_activities_with_http_info_impl(account_id, user_id, user_secret, extra)
       data
@@ -42,9 +48,11 @@ module SnapTrade
 
     # List account activities
     #
-    # Returns all historical transactions for the specified account. It's recommended to use `startDate` and `endDate` to paginate through the data, as the response may be very large for accounts with a long history and/or a lot of activity. There's a max number of 10000 transactions returned per request.
+    # Returns all historical transactions for the specified account.
+    # 
+    # This endpoint is paginated and will return a maximum of 1000 transactions per request. See the query parameters for pagination options.
     # 
-    # There is no guarantee to the ordering of the transactions returned. Please sort the transactions based on the `trade_date` field if you need them in a specific order.
+    # Transaction are returned in reverse chronological order, using the `trade_date` field.
     # 
     # The data returned here is always cached and refreshed once a day.
     #
@@ -53,40 +61,48 @@ module SnapTrade
     # @param user_secret [String] 
     # @param start_date [Date] The start date (inclusive) of the transaction history to retrieve. If not provided, the default is the first transaction known to SnapTrade based on `trade_date`.
     # @param end_date [Date] The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
+    # @param offset [Integer] An integer that specifies the starting point of the paginated results. Default is 0.
+    # @param limit [Integer] An integer that specifies the maximum number of transactions to return. Default of 1000.
     # @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 
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
-    def get_account_activities_with_http_info(account_id:, user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, type: SENTINEL, extra: {})
+    def get_account_activities_with_http_info(account_id:, user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, offset: SENTINEL, limit: SENTINEL, type: SENTINEL, extra: {})
       extra[:start_date] = start_date if start_date != SENTINEL
       extra[:end_date] = end_date if end_date != SENTINEL
+      extra[:offset] = offset if offset != SENTINEL
+      extra[:limit] = limit if limit != SENTINEL
       extra[:type] = type if type != SENTINEL
       get_account_activities_with_http_info_impl(account_id, user_id, user_secret, extra)
     end
 
     # List account activities
-    # Returns all historical transactions for the specified account. It's recommended to use `startDate` and `endDate` to paginate through the data, as the response may be very large for accounts with a long history and/or a lot of activity. There's a max number of 10000 transactions returned per request.  There is no guarantee to the ordering of the transactions returned. Please sort the transactions based on the `trade_date` field if you need them in a specific order.  The data returned here is always cached and refreshed once a day. 
+    # Returns all historical transactions for the specified account.  This endpoint is paginated and will return a maximum of 1000 transactions per request. See the query parameters for pagination options.  Transaction are returned in reverse chronological order, using the `trade_date` field.  The data returned here is always cached and refreshed once a day. 
     # @param account_id [String] 
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param [Hash] opts the optional parameters
     # @option opts [Date] :start_date The start date (inclusive) of the transaction history to retrieve. If not provided, the default is the first transaction known to SnapTrade based on `trade_date`.
     # @option opts [Date] :end_date The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
+    # @option opts [Integer] :offset An integer that specifies the starting point of the paginated results. Default is 0.
+    # @option opts [Integer] :limit An integer that specifies the maximum number of transactions to return. Default of 1000.
     # @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 
-    # @return [Array<UniversalActivity>]
+    # @return [Array<PaginatedUniversalActivity>]
     private def get_account_activities_impl(account_id, user_id, user_secret, opts = {})
       data, _status_code, _headers = get_account_activities_with_http_info(account_id, user_id, user_secret, opts)
       data
     end
 
     # List account activities
-    # Returns all historical transactions for the specified account. It&#39;s recommended to use &#x60;startDate&#x60; and &#x60;endDate&#x60; to paginate through the data, as the response may be very large for accounts with a long history and/or a lot of activity. There&#39;s a max number of 10000 transactions returned per request.  There is no guarantee to the ordering of the transactions returned. Please sort the transactions based on the &#x60;trade_date&#x60; field if you need them in a specific order.  The data returned here is always cached and refreshed once a day. 
+    # Returns all historical transactions for the specified account.  This endpoint is paginated and will return a maximum of 1000 transactions per request. See the query parameters for pagination options.  Transaction are returned in reverse chronological order, using the &#x60;trade_date&#x60; field.  The data returned here is always cached and refreshed once a day. 
     # @param account_id [String] 
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param [Hash] opts the optional parameters
     # @option opts [Date] :start_date The start date (inclusive) of the transaction history to retrieve. If not provided, the default is the first transaction known to SnapTrade based on `trade_date`.
     # @option opts [Date] :end_date The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
+    # @option opts [Integer] :offset An integer that specifies the starting point of the paginated results. Default is 0.
+    # @option opts [Integer] :limit An integer that specifies the maximum number of transactions to return. Default of 1000.
     # @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 
-    # @return [Array<(Array<UniversalActivity>, Integer, Hash)>] Array<UniversalActivity> data, response status code and response headers
+    # @return [Array<(Array<PaginatedUniversalActivity>, Integer, Hash)>] Array<PaginatedUniversalActivity> data, response status code and response headers
     private def get_account_activities_with_http_info_impl(account_id, user_id, user_secret, opts = {})
       if @api_client.config.debugging
         @api_client.config.logger.debug 'Calling API: AccountInformationApi.get_account_activities ...'
@@ -103,6 +119,14 @@ module SnapTrade
       if @api_client.config.client_side_validation && user_secret.nil?
         fail ArgumentError, "Missing the required parameter 'user_secret' when calling AccountInformationApi.get_account_activities"
       end
+      if @api_client.config.client_side_validation && !opts[:'offset'].nil? && opts[:'offset'] < 0
+        fail ArgumentError, 'invalid value for "opts[:"offset"]" when calling AccountInformationApi.get_account_activities, must be greater than or equal to 0.'
+      end
+
+      if @api_client.config.client_side_validation && !opts[:'limit'].nil? && opts[:'limit'] < 1
+        fail ArgumentError, 'invalid value for "opts[:"limit"]" when calling AccountInformationApi.get_account_activities, must be greater than or equal to 1.'
+      end
+
       # resource path
       local_var_path = '/accounts/{accountId}/activities'.sub('{' + 'accountId' + '}', CGI.escape(account_id.to_s))
 
@@ -112,6 +136,8 @@ module SnapTrade
       query_params[:'userSecret'] = user_secret
       query_params[:'startDate'] = opts[:'start_date'] if !opts[:'start_date'].nil?
       query_params[:'endDate'] = opts[:'end_date'] if !opts[:'end_date'].nil?
+      query_params[:'offset'] = opts[:'offset'] if !opts[:'offset'].nil?
+      query_params[:'limit'] = opts[:'limit'] if !opts[:'limit'].nil?
       query_params[:'type'] = opts[:'type'] if !opts[:'type'].nil?
 
       # header parameters
@@ -126,7 +152,7 @@ module SnapTrade
       post_body = opts[:debug_body]
 
       # return_type
-      return_type = opts[:debug_return_type] || 'Array<UniversalActivity>'
+      return_type = opts[:debug_return_type] || 'Array<PaginatedUniversalActivity>'
 
       # auth_names
       auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']

data/lib/snaptrade/models/account_universal_activity.rb

@@ -0,0 +1,371 @@
+=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
+  # A transaction or activity from an institution
+  class AccountUniversalActivity
+    # Unique identifier for the transaction. This is the ID used to reference the transaction in SnapTrade.  Please note that this ID _can_ change if the transaction is deleted and re-added. Under normal circumstances, SnapTrade does not delete transactions. The only time this would happen is if SnapTrade re-fetches and reprocesses the data from the brokerage, which is rare. If you require a stable ID, please let us know and we can work with you to provide one. 
+    attr_accessor :id
+
+    attr_accessor :symbol
+
+    attr_accessor :option_symbol
+
+    # The price of the security for the transaction. This is mostly applicable to `BUY`, `SELL`, and `DIVIDEND` transactions.
+    attr_accessor :price
+
+    # The number of units of the security for the transaction. This is mostly applicable to `BUY`, `SELL`, and `DIVIDEND` transactions.
+    attr_accessor :units
+
+    # The amount of the transaction denominated in `currency`. This can be positive or negative. In general, transactions that positively affect the account balance (like sell, deposits, dividends, etc) will have a positive amount, while transactions that negatively affect the account balance (like buy, withdrawals, fees, etc) will have a negative amount.
+    attr_accessor :amount
+
+    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.   - `OPTIONEXPIRATION` - Option expiration event. `option_symbol` contains the related option contract info.   - `OPTIONASSIGNMENT` - Option assignment event. `option_symbol` contains the related option contract info.   - `OPTIONEXERCISE` - Option exercise event. `option_symbol` contains the related option contract info. 
+    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 
+    attr_accessor :option_type
+
+    # A human-readable description of the transaction. This is usually the brokerage's description of the transaction.
+    attr_accessor :description
+
+    # The recorded time for the transaction. The granularity of this timestamp depends on the brokerage. Some brokerages provide the exact time of the transaction, while others provide only the date. Please check the [integrations page](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=6fab8012ade6441fa0c6d9af9c55ce3a) for the specific brokerage to see the granularity of the timestamps. Note that even though the field is named `trade_date`, it can represent any type of transaction, not just trades.
+    attr_accessor :trade_date
+
+    # The date on which the transaction is settled.
+    attr_accessor :settlement_date
+
+    # Any fee associated with the transaction if provided by the brokerage.
+    attr_accessor :fee
+
+    # The forex conversion rate involved in the transaction if provided by the brokerage. Used in cases where securities of one currency are purchased in a different currency, and the forex conversion is automatic. In those cases, price, amount and fee will be in the top level currency (activity -> currency)
+    attr_accessor :fx_rate
+
+    # The institution that the transaction is associated with. This is usually the brokerage name.
+    attr_accessor :institution
+
+    # Reference ID from brokerage used to identify related transactions. For example if an order comprises of several transactions (buy, fee, fx), they can be grouped if they share the same `external_reference_id`
+    attr_accessor :external_reference_id
+
+    # Attribute mapping from ruby-style variable name to JSON key.
+    def self.attribute_map
+      {
+        :'id' => :'id',
+        :'symbol' => :'symbol',
+        :'option_symbol' => :'option_symbol',
+        :'price' => :'price',
+        :'units' => :'units',
+        :'amount' => :'amount',
+        :'currency' => :'currency',
+        :'type' => :'type',
+        :'option_type' => :'option_type',
+        :'description' => :'description',
+        :'trade_date' => :'trade_date',
+        :'settlement_date' => :'settlement_date',
+        :'fee' => :'fee',
+        :'fx_rate' => :'fx_rate',
+        :'institution' => :'institution',
+        :'external_reference_id' => :'external_reference_id'
+      }
+    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
+      {
+        :'id' => :'String',
+        :'symbol' => :'AccountUniversalActivitySymbol',
+        :'option_symbol' => :'AccountUniversalActivityOptionSymbol',
+        :'price' => :'Float',
+        :'units' => :'Float',
+        :'amount' => :'Float',
+        :'currency' => :'AccountUniversalActivityCurrency',
+        :'type' => :'String',
+        :'option_type' => :'String',
+        :'description' => :'String',
+        :'trade_date' => :'Time',
+        :'settlement_date' => :'Time',
+        :'fee' => :'Float',
+        :'fx_rate' => :'Float',
+        :'institution' => :'String',
+        :'external_reference_id' => :'String'
+      }
+    end
+
+    # List of attributes with nullable: true
+    def self.openapi_nullable
+      Set.new([
+        :'symbol',
+        :'option_symbol',
+        :'amount',
+        :'trade_date',
+        :'fx_rate',
+        :'external_reference_id'
+      ])
+    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::AccountUniversalActivity` 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::AccountUniversalActivity`. 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?(:'id')
+        self.id = attributes[:'id']
+      end
+
+      if attributes.key?(:'symbol')
+        self.symbol = attributes[:'symbol']
+      end
+
+      if attributes.key?(:'option_symbol')
+        self.option_symbol = attributes[:'option_symbol']
+      end
+
+      if attributes.key?(:'price')
+        self.price = attributes[:'price']
+      end
+
+      if attributes.key?(:'units')
+        self.units = attributes[:'units']
+      end
+
+      if attributes.key?(:'amount')
+        self.amount = attributes[:'amount']
+      end
+
+      if attributes.key?(:'currency')
+        self.currency = attributes[:'currency']
+      end
+
+      if attributes.key?(:'type')
+        self.type = attributes[:'type']
+      end
+
+      if attributes.key?(:'option_type')
+        self.option_type = attributes[:'option_type']
+      end
+
+      if attributes.key?(:'description')
+        self.description = attributes[:'description']
+      end
+
+      if attributes.key?(:'trade_date')
+        self.trade_date = attributes[:'trade_date']
+      end
+
+      if attributes.key?(:'settlement_date')
+        self.settlement_date = attributes[:'settlement_date']
+      end
+
+      if attributes.key?(:'fee')
+        self.fee = attributes[:'fee']
+      end
+
+      if attributes.key?(:'fx_rate')
+        self.fx_rate = attributes[:'fx_rate']
+      end
+
+      if attributes.key?(:'institution')
+        self.institution = attributes[:'institution']
+      end
+
+      if attributes.key?(:'external_reference_id')
+        self.external_reference_id = attributes[:'external_reference_id']
+      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
+      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?
+      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 &&
+          id == o.id &&
+          symbol == o.symbol &&
+          option_symbol == o.option_symbol &&
+          price == o.price &&
+          units == o.units &&
+          amount == o.amount &&
+          currency == o.currency &&
+          type == o.type &&
+          option_type == o.option_type &&
+          description == o.description &&
+          trade_date == o.trade_date &&
+          settlement_date == o.settlement_date &&
+          fee == o.fee &&
+          fx_rate == o.fx_rate &&
+          institution == o.institution &&
+          external_reference_id == o.external_reference_id
+    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
+      [id, symbol, option_symbol, price, units, amount, currency, type, option_type, description, trade_date, settlement_date, fee, fx_rate, institution, external_reference_id].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/{universal_activity_currency.rb → account_universal_activity_currency.rb}

@@ -12,7 +12,7 @@ require 'time'
 
 module SnapTrade
   # The currency in which the transaction `price` and `amount` is denominated.
-  class UniversalActivityCurrency
+  class AccountUniversalActivityCurrency
     # Unique identifier for the currency. This is the UUID used to reference the currency in SnapTrade.
     attr_accessor :id
 
@@ -62,13 +62,13 @@ module SnapTrade
     # @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::UniversalActivityCurrency` initialize method"
+        fail ArgumentError, "The input argument (attributes) must be a hash in `SnapTrade::AccountUniversalActivityCurrency` 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::UniversalActivityCurrency`. Please check the name to make sure it's valid. List of attributes: " + self.class.attribute_map.keys.inspect
+          fail ArgumentError, "`#{k}` is not a valid attribute in `SnapTrade::AccountUniversalActivityCurrency`. 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
       }