snaptrade 3.0.47 → 3.0.48
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- checksums.yaml +4 -4
- data/README.md +7 -7
- data/lib/snaptrade/api/account_information_api.rb +16 -16
- data/lib/snaptrade/api/connections_api.rb +4 -4
- data/lib/snaptrade/models/account.rb +1 -1
- data/lib/snaptrade/models/account_category.rb +2 -1
- data/lib/snaptrade/models/annuity_account.rb +346 -0
- data/lib/snaptrade/models/annuity_account_kind.rb +36 -0
- data/lib/snaptrade/models/annuity_account_net_value.rb +228 -0
- data/lib/snaptrade/models/annuity_account_sync_status.rb +219 -0
- data/lib/snaptrade/models/connection_account.rb +3 -1
- data/lib/snaptrade/version.rb +1 -1
- data/lib/snaptrade.rb +4 -0
- data/spec/api/account_information_api_spec.rb +4 -4
- data/spec/api/connections_api_spec.rb +1 -1
- data/spec/models/annuity_account_kind_spec.rb +23 -0
- data/spec/models/annuity_account_net_value_spec.rb +35 -0
- data/spec/models/annuity_account_spec.rb +89 -0
- data/spec/models/annuity_account_sync_status_spec.rb +29 -0
- metadata +287 -275
checksums.yaml
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---
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SHA256:
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metadata.gz:
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data.tar.gz:
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metadata.gz: e23f599b66256aa552addab263c0ba9b0011ae6d0931c7d4d96d408f466f9ce6
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data.tar.gz: 2c01f7e23378e29505295865682ce6ff414f2522634cbaa725ddecf5c1a3e774
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metadata.gz:
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metadata.gz: cf299184ee2c4595485ed3fc43336b2f9d34b3a56c5d3513f82af895618829eedb386a3053e4b8d30289edcb100e4347a249ca38f3a6e036d9286f11164d7e57
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data.tar.gz: 15185fe17703a4075ea071ee6c755f29870e602e6119136c2df431d6b60715678190b922deefab40af6ecdf114af79e10c022e69d2aa7867f8ac916630deea67
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data/README.md
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@@ -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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[](https://rubygems.org/gems/snaptrade/versions/3.0.48)
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[](https://snaptrade.com/)
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</div>
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Add to Gemfile:
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```ruby
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gem 'snaptrade', '~> 3.0.
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gem 'snaptrade', '~> 3.0.48'
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```
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## Getting Started<a id="getting-started"></a>
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### `snaptrade.account_information.get_account_details`<a id="snaptradeaccount_informationget_account_details"></a>
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Returns the specified account for the authenticated user. The account can be an investment, deposit,
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Returns the specified account for the authenticated user. The account can be an investment, deposit, line of credit, or annuity account. Use the `kind` discriminator to determine the schema for the account.
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On Pay as you Go / Real-time, this endpoint refreshes the account's opening date and total net value (`net_value`) live from the institution on each call, along with funding date for `investment` accounts.
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### `snaptrade.account_information.get_user_account_details`<a id="snaptradeaccount_informationget_user_account_details"></a>
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**Deprecated.** Use the [get account details](/reference/Account%20Information/AccountInformation_getAccountDetails) endpoint instead, which supports all account types, including investment, deposit,
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**Deprecated.** Use the [get account details](/reference/Account%20Information/AccountInformation_getAccountDetails) endpoint instead, which supports all account types, including investment, deposit, line of credit, and annuity accounts.
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Returns account detail known to SnapTrade for the specified account.
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Returns all accounts across all connections known to SnapTrade for the authenticated user.
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The `results` list can contain multiple account types in the same response, including investment, deposit,
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The `results` list can contain multiple account types in the same response, including investment, deposit, line of credit, and annuity accounts. Use the `kind` discriminator to determine the schema for each account.
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This endpoint returns Daily data regardless of the customer's plan. Daily data is cached and refreshed once a day, which makes this endpoint fast and well-suited to listing accounts across all of a user's connections in a single call. Exact refresh timing may vary by institution. To get real-time data on Pay as you Go / Real-time, use the [list accounts for a connection endpoint](/reference/Connections/Connections_listConnectionAccounts). Customers on Pay as you Go / Daily can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
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### `snaptrade.account_information.list_user_accounts`<a id="snaptradeaccount_informationlist_user_accounts"></a>
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**Deprecated.** Use the [list all user accounts](/reference/Account%20Information/AccountInformation_listAllUserAccounts) endpoint instead, which returns all account types in a single response, including investment, deposit,
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**Deprecated.** Use the [list all user accounts](/reference/Account%20Information/AccountInformation_listAllUserAccounts) endpoint instead, which returns all account types in a single response, including investment, deposit, line of credit, and annuity accounts.
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Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.
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Returns all accounts that belong to the specified connection for the authenticated user.
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The `results` list can contain multiple account types in the same response, including investment, deposit,
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The `results` list can contain multiple account types in the same response, including investment, deposit, line of credit, and annuity accounts. Use the `kind` discriminator to determine the schema for each account.
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On Pay as you Go / Real-time, this endpoint refreshes each account's opening date and total net value (`net_value`) live from the institution on each call, along with funding date for `investment` accounts.
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# Get account details
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#
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# Returns the specified account for the authenticated user. The account can be an investment, deposit,
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# Returns the specified account for the authenticated user. The account can be an investment, deposit, line of credit, or annuity account. Use the `kind` discriminator to determine the schema for the account.
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#
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# On Pay as you Go / Real-time, this endpoint refreshes the account's opening date and total net value (`net_value`) live from the institution on each call, along with funding date for `investment` accounts.
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# Get account details
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# Returns the specified account for the authenticated user. The account can be an investment, deposit,
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# Returns the specified account for the authenticated user. The account can be an investment, deposit, line of credit, or annuity account. Use the `kind` discriminator to determine the schema for the account.
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#
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# On Pay as you Go / Real-time, this endpoint refreshes the account's opening date and total net value (`net_value`) live from the institution on each call, along with funding date for `investment` accounts.
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end
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# Get account details
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# Returns the specified account for the authenticated user. The account can be an investment, deposit,
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# Returns the specified account for the authenticated user. The account can be an investment, deposit, line of credit, or annuity account. Use the `kind` discriminator to determine the schema for the account. On Pay as you Go / Real-time, this endpoint refreshes the account's opening date and total net value (`net_value`) live from the institution on each call, along with funding date for `investment` accounts. On Pay as you Go / Daily, this endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by institution. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see whether your plan includes real-time data. If the connection has become disabled, it can no longer access the latest data from the institution, 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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# @param user_id [String]
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# @param user_secret [String]
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end
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# Returns the specified account for the authenticated user. The account can be an investment, deposit, line of credit, or annuity account. Use the `kind` discriminator to determine the schema for the account. On Pay as you Go / Real-time, this endpoint refreshes the account's opening date and total net value (`net_value`) live from the institution on each call, along with funding date for `investment` accounts. On Pay as you Go / Daily, this endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by institution. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see whether your plan includes real-time data. If the connection has become disabled, it can no longer access the latest data from the institution, 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 [get account details](/reference/Account%20Information/AccountInformation_getAccountDetails) endpoint instead, which supports all account types, including investment, deposit, line of credit, and annuity accounts.
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# **Deprecated.** Use the [get account details](/reference/Account%20Information/AccountInformation_getAccountDetails) endpoint instead, which supports all account types, including investment, deposit, line of credit, and annuity accounts.
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# **Deprecated.** Use the [get account details](/reference/Account%20Information/AccountInformation_getAccountDetails) endpoint instead, which supports all account types, including investment, deposit, line of credit, and annuity accounts. Returns account detail known to SnapTrade 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 [get account details](/reference/Account%20Information/AccountInformation_getAccountDetails) endpoint instead, which supports all account types, including investment, deposit, line of credit, and annuity accounts. Returns account detail known to SnapTrade 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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end
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# List user accounts
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# **Deprecated.** Use the [list all user accounts](/reference/Account%20Information/AccountInformation_listAllUserAccounts) endpoint instead, which returns all account types in a single response, including investment, deposit,
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# **Deprecated.** Use the [list all user accounts](/reference/Account%20Information/AccountInformation_listAllUserAccounts) endpoint instead, which returns all account types in a single response, including investment, deposit, line of credit, and annuity accounts. Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user. This endpoint returns Daily data regardless of the customer's plan. Daily data is cached and refreshed once a day, which makes this endpoint fast and well-suited to listing accounts across all of a user's connections in a single call. Exact refresh timing may vary by brokerage. To get real-time data on Pay as you Go / Real-time, use the [list accounts for a connection endpoint](/reference/Connections/Connections_listBrokerageAuthorizationAccounts). Customers on Pay as you Go / Daily can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
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# @param user_id [String]
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# @param user_secret [String]
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# @param [Hash] opts the optional parameters
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end
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# List user accounts
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# **Deprecated.** Use the [list all user accounts](/reference/Account%20Information/AccountInformation_listAllUserAccounts) endpoint instead, which returns all account types in a single response, including investment, deposit,
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# **Deprecated.** Use the [list all user accounts](/reference/Account%20Information/AccountInformation_listAllUserAccounts) endpoint instead, which returns all account types in a single response, including investment, deposit, line of credit, and annuity accounts. Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user. This endpoint returns Daily data regardless of the customer's plan. Daily data is cached and refreshed once a day, which makes this endpoint fast and well-suited to listing accounts across all of a user's connections in a single call. Exact refresh timing may vary by brokerage. To get real-time data on Pay as you Go / Real-time, use the [list accounts for a connection endpoint](/reference/Connections/Connections_listBrokerageAuthorizationAccounts). Customers on Pay as you Go / Daily can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
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# @param user_id [String]
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# @param user_secret [String]
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# @param [Hash] opts the optional parameters
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@@ -554,7 +554,7 @@ module SnapTrade
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#
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# Returns all accounts that belong to the specified connection for the authenticated user.
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#
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# The `results` list can contain multiple account types in the same response, including investment, deposit,
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# The `results` list can contain multiple account types in the same response, including investment, deposit, line of credit, and annuity accounts. Use the `kind` discriminator to determine the schema for each account.
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#
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# On Pay as you Go / Real-time, this endpoint refreshes each account's opening date and total net value (`net_value`) live from the institution on each call, along with funding date for `investment` accounts.
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#
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@@ -575,7 +575,7 @@ module SnapTrade
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#
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# Returns all accounts that belong to the specified connection for the authenticated user.
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#
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# The `results` list can contain multiple account types in the same response, including investment, deposit,
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# The `results` list can contain multiple account types in the same response, including investment, deposit, line of credit, and annuity accounts. Use the `kind` discriminator to determine the schema for each account.
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#
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# On Pay as you Go / Real-time, this endpoint refreshes each account's opening date and total net value (`net_value`) live from the institution on each call, along with funding date for `investment` accounts.
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#
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@@ -592,7 +592,7 @@ module SnapTrade
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end
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# List accounts
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# Returns all accounts that belong to the specified connection for the authenticated user. The `results` list can contain multiple account types in the same response, including investment, deposit,
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+
# Returns all accounts that belong to the specified connection for the authenticated user. The `results` list can contain multiple account types in the same response, including investment, deposit, line of credit, and annuity accounts. Use the `kind` discriminator to determine the schema for each account. On Pay as you Go / Real-time, this endpoint refreshes each account's opening date and total net value (`net_value`) live from the institution on each call, along with funding date for `investment` accounts. On Pay as you Go / Daily, this endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by institution. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see whether your plan includes real-time data.
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# @param connection_id [String]
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# @param user_id [String]
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# @param user_secret [String]
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@@ -604,7 +604,7 @@ module SnapTrade
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end
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# List accounts
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# Returns all accounts that belong to the specified connection for the authenticated user. The `results` list can contain multiple account types in the same response, including investment, deposit,
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+
# Returns all accounts that belong to the specified connection for the authenticated user. The `results` list can contain multiple account types in the same response, including investment, deposit, line of credit, and annuity accounts. Use the `kind` discriminator to determine the schema for each account. On Pay as you Go / Real-time, this endpoint refreshes each account's opening date and total net value (`net_value`) live from the institution on each call, along with funding date for `investment` accounts. On Pay as you Go / Daily, this endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by institution. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see whether your plan includes real-time data.
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# @param connection_id [String]
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# @param user_id [String]
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# @param user_secret [String]
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@@ -50,7 +50,7 @@ module SnapTrade
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# The account type as provided by the brokerage
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attr_accessor :raw_type
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# The category of the account, normalized across institutions. Returns `null` if the category could not be determined. Use this field to filter out non-investment accounts if your integration only supports trading / holdings flows. See [Filtering Accounts by Category](https://docs.snaptrade.com/docs/filtering-accounts-by-category) for more information. - `INVESTMENT`: A brokerage / investment account (equities, options, crypto, etc.). - `DEPOSIT`: A bank deposit account (checking, savings). - `LOC`: A line of credit account.
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# The category of the account, normalized across institutions. Returns `null` if the category could not be determined. Use this field to filter out non-investment accounts if your integration only supports trading / holdings flows. See [Filtering Accounts by Category](https://docs.snaptrade.com/docs/filtering-accounts-by-category) for more information. - `INVESTMENT`: A brokerage / investment account (equities, options, crypto, etc.). - `DEPOSIT`: A bank deposit account (checking, savings). - `LOC`: A line of credit account. - `ANNUITY`: An annuity contract account.
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attr_accessor :account_category
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# Additional information about the account, such as account type, status, etc. This information is specific to the brokerage and there's no standard format for this data. This field is deprecated and subject to removal in a future version.
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@@ -15,9 +15,10 @@ module SnapTrade
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INVESTMENT = "INVESTMENT".freeze
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DEPOSIT = "DEPOSIT".freeze
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LOC = "LOC".freeze
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ANNUITY = "ANNUITY".freeze
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def self.all_vars
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-
@all_vars ||= [INVESTMENT, DEPOSIT, LOC].freeze
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@all_vars ||= [INVESTMENT, DEPOSIT, LOC, ANNUITY].freeze
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end
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# Builds the enum from string
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