class IntegrationApi::BrokerageApi
Attributes
Public Class Methods
# File lib/integration_api/api/brokerage_api.rb, line 19 def initialize(api_client = ApiClient.default) @api_client = api_client end
Public Instance Methods
Cancel an Order @param nucleus_order_id nucleus_order_id @param [Hash] opts the optional parameters @return [nil]
# File lib/integration_api/api/brokerage_api.rb, line 26 def cancel_brokerage_order_using_put(nucleus_order_id, opts = {}) cancel_brokerage_order_using_put_with_http_info(nucleus_order_id, opts) nil end
Cancel an Order @param nucleus_order_id nucleus_order_id @param [Hash] opts the optional parameters @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
# File lib/integration_api/api/brokerage_api.rb, line 35 def cancel_brokerage_order_using_put_with_http_info(nucleus_order_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: BrokerageApi.cancel_brokerage_order_using_put ...' end # verify the required parameter 'nucleus_order_id' is set if @api_client.config.client_side_validation && nucleus_order_id.nil? fail ArgumentError, "Missing the required parameter 'nucleus_order_id' when calling BrokerageApi.cancel_brokerage_order_using_put" end # resource path local_var_path = '/brokerage/order/{nucleus_order_id}'.sub('{' + 'nucleus_order_id' + '}', nucleus_order_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:PUT, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names) if @api_client.config.debugging @api_client.config.logger.debug "API called: BrokerageApi#cancel_brokerage_order_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
create a Brokerage account @param brokerage_account_co brokerageAccountCO @param [Hash] opts the optional parameters @return [BrokerageAccountVO]
# File lib/integration_api/api/brokerage_api.rb, line 77 def create_brokerage_account_using_post(brokerage_account_co, opts = {}) data, _status_code, _headers = create_brokerage_account_using_post_with_http_info(brokerage_account_co, opts) data end
create a Brokerage account @param brokerage_account_co brokerageAccountCO @param [Hash] opts the optional parameters @return [Array<(BrokerageAccountVO
, Fixnum, Hash)>] BrokerageAccountVO
data, response status code and response headers
# File lib/integration_api/api/brokerage_api.rb, line 86 def create_brokerage_account_using_post_with_http_info(brokerage_account_co, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: BrokerageApi.create_brokerage_account_using_post ...' end # verify the required parameter 'brokerage_account_co' is set if @api_client.config.client_side_validation && brokerage_account_co.nil? fail ArgumentError, "Missing the required parameter 'brokerage_account_co' when calling BrokerageApi.create_brokerage_account_using_post" end # resource path local_var_path = '/brokerage/account' # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(brokerage_account_co) auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:POST, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'BrokerageAccountVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: BrokerageApi#create_brokerage_account_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
create a Bank Link @param brokerage_bank_link_co brokerageBankLinkCO @param [Hash] opts the optional parameters @return [BrokerageBankLinkVO]
# File lib/integration_api/api/brokerage_api.rb, line 129 def create_brokerage_bank_link_using_post(brokerage_bank_link_co, opts = {}) data, _status_code, _headers = create_brokerage_bank_link_using_post_with_http_info(brokerage_bank_link_co, opts) data end
create a Bank Link @param brokerage_bank_link_co brokerageBankLinkCO @param [Hash] opts the optional parameters @return [Array<(BrokerageBankLinkVO
, Fixnum, Hash)>] BrokerageBankLinkVO
data, response status code and response headers
# File lib/integration_api/api/brokerage_api.rb, line 138 def create_brokerage_bank_link_using_post_with_http_info(brokerage_bank_link_co, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: BrokerageApi.create_brokerage_bank_link_using_post ...' end # verify the required parameter 'brokerage_bank_link_co' is set if @api_client.config.client_side_validation && brokerage_bank_link_co.nil? fail ArgumentError, "Missing the required parameter 'brokerage_bank_link_co' when calling BrokerageApi.create_brokerage_bank_link_using_post" end # resource path local_var_path = '/brokerage/bank_link' # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(brokerage_bank_link_co) auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:POST, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'BrokerageBankLinkVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: BrokerageApi#create_brokerage_bank_link_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Create a Brokerage Client @param client_co clientCO @param [Hash] opts the optional parameters @return [BrokerageCreateClientVO]
# File lib/integration_api/api/brokerage_api.rb, line 181 def create_brokerage_client_using_post(client_co, opts = {}) data, _status_code, _headers = create_brokerage_client_using_post_with_http_info(client_co, opts) data end
Create a Brokerage Client @param client_co clientCO @param [Hash] opts the optional parameters @return [Array<(BrokerageCreateClientVO
, Fixnum, Hash)>] BrokerageCreateClientVO
data, response status code and response headers
# File lib/integration_api/api/brokerage_api.rb, line 190 def create_brokerage_client_using_post_with_http_info(client_co, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: BrokerageApi.create_brokerage_client_using_post ...' end # verify the required parameter 'client_co' is set if @api_client.config.client_side_validation && client_co.nil? fail ArgumentError, "Missing the required parameter 'client_co' when calling BrokerageApi.create_brokerage_client_using_post" end # resource path local_var_path = '/brokerage/client' # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(client_co) auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:POST, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'BrokerageCreateClientVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: BrokerageApi#create_brokerage_client_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Create a deposit @param brokerage_deposit_co brokerageDepositCO @param [Hash] opts the optional parameters @return [BrokerageDepositVO]
# File lib/integration_api/api/brokerage_api.rb, line 233 def create_brokerage_deposit_using_post(brokerage_deposit_co, opts = {}) data, _status_code, _headers = create_brokerage_deposit_using_post_with_http_info(brokerage_deposit_co, opts) data end
Create a deposit @param brokerage_deposit_co brokerageDepositCO @param [Hash] opts the optional parameters @return [Array<(BrokerageDepositVO
, Fixnum, Hash)>] BrokerageDepositVO
data, response status code and response headers
# File lib/integration_api/api/brokerage_api.rb, line 242 def create_brokerage_deposit_using_post_with_http_info(brokerage_deposit_co, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: BrokerageApi.create_brokerage_deposit_using_post ...' end # verify the required parameter 'brokerage_deposit_co' is set if @api_client.config.client_side_validation && brokerage_deposit_co.nil? fail ArgumentError, "Missing the required parameter 'brokerage_deposit_co' when calling BrokerageApi.create_brokerage_deposit_using_post" end # resource path local_var_path = '/brokerage/deposit' # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(brokerage_deposit_co) auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:POST, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'BrokerageDepositVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: BrokerageApi#create_brokerage_deposit_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Create a Brokerage document @param document_co documentCO @param [Hash] opts the optional parameters @return [BrokerageDocumentVO]
# File lib/integration_api/api/brokerage_api.rb, line 285 def create_brokerage_document_using_post(document_co, opts = {}) data, _status_code, _headers = create_brokerage_document_using_post_with_http_info(document_co, opts) data end
Create a Brokerage document @param document_co documentCO @param [Hash] opts the optional parameters @return [Array<(BrokerageDocumentVO
, Fixnum, Hash)>] BrokerageDocumentVO
data, response status code and response headers
# File lib/integration_api/api/brokerage_api.rb, line 294 def create_brokerage_document_using_post_with_http_info(document_co, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: BrokerageApi.create_brokerage_document_using_post ...' end # verify the required parameter 'document_co' is set if @api_client.config.client_side_validation && document_co.nil? fail ArgumentError, "Missing the required parameter 'document_co' when calling BrokerageApi.create_brokerage_document_using_post" end # resource path local_var_path = '/brokerage/document' # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(document_co) auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:POST, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'BrokerageDocumentVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: BrokerageApi#create_brokerage_document_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Create an Order @param brokerage_order_co brokerageOrderCO @param [Hash] opts the optional parameters @return [BrokerageOrderVO]
# File lib/integration_api/api/brokerage_api.rb, line 337 def create_brokerage_order_using_post(brokerage_order_co, opts = {}) data, _status_code, _headers = create_brokerage_order_using_post_with_http_info(brokerage_order_co, opts) data end
Create an Order @param brokerage_order_co brokerageOrderCO @param [Hash] opts the optional parameters @return [Array<(BrokerageOrderVO
, Fixnum, Hash)>] BrokerageOrderVO
data, response status code and response headers
# File lib/integration_api/api/brokerage_api.rb, line 346 def create_brokerage_order_using_post_with_http_info(brokerage_order_co, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: BrokerageApi.create_brokerage_order_using_post ...' end # verify the required parameter 'brokerage_order_co' is set if @api_client.config.client_side_validation && brokerage_order_co.nil? fail ArgumentError, "Missing the required parameter 'brokerage_order_co' when calling BrokerageApi.create_brokerage_order_using_post" end # resource path local_var_path = '/brokerage/order' # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(brokerage_order_co) auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:POST, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'BrokerageOrderVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: BrokerageApi#create_brokerage_order_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Create a withdrawal @param brokerage_withdrawal_co brokerageWithdrawalCO @param [Hash] opts the optional parameters @return [BrokerageWithdrawalVO]
# File lib/integration_api/api/brokerage_api.rb, line 389 def create_brokerage_withdrawal_using_post(brokerage_withdrawal_co, opts = {}) data, _status_code, _headers = create_brokerage_withdrawal_using_post_with_http_info(brokerage_withdrawal_co, opts) data end
Create a withdrawal @param brokerage_withdrawal_co brokerageWithdrawalCO @param [Hash] opts the optional parameters @return [Array<(BrokerageWithdrawalVO
, Fixnum, Hash)>] BrokerageWithdrawalVO
data, response status code and response headers
# File lib/integration_api/api/brokerage_api.rb, line 398 def create_brokerage_withdrawal_using_post_with_http_info(brokerage_withdrawal_co, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: BrokerageApi.create_brokerage_withdrawal_using_post ...' end # verify the required parameter 'brokerage_withdrawal_co' is set if @api_client.config.client_side_validation && brokerage_withdrawal_co.nil? fail ArgumentError, "Missing the required parameter 'brokerage_withdrawal_co' when calling BrokerageApi.create_brokerage_withdrawal_using_post" end # resource path local_var_path = '/brokerage/withdrawal' # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(brokerage_withdrawal_co) auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:POST, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'BrokerageWithdrawalVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: BrokerageApi#create_brokerage_withdrawal_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Delete a Bank Link @param nucleus_bank_link_id nucleus_bank_link_id @param [Hash] opts the optional parameters @return [nil]
# File lib/integration_api/api/brokerage_api.rb, line 441 def delete_brokerage_bank_link_using_delete(nucleus_bank_link_id, opts = {}) delete_brokerage_bank_link_using_delete_with_http_info(nucleus_bank_link_id, opts) nil end
Delete a Bank Link @param nucleus_bank_link_id nucleus_bank_link_id @param [Hash] opts the optional parameters @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
# File lib/integration_api/api/brokerage_api.rb, line 450 def delete_brokerage_bank_link_using_delete_with_http_info(nucleus_bank_link_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: BrokerageApi.delete_brokerage_bank_link_using_delete ...' end # verify the required parameter 'nucleus_bank_link_id' is set if @api_client.config.client_side_validation && nucleus_bank_link_id.nil? fail ArgumentError, "Missing the required parameter 'nucleus_bank_link_id' when calling BrokerageApi.delete_brokerage_bank_link_using_delete" end # resource path local_var_path = '/brokerage/bank_link/{nucleus_bank_link_id}'.sub('{' + 'nucleus_bank_link_id' + '}', nucleus_bank_link_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:DELETE, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names) if @api_client.config.debugging @api_client.config.logger.debug "API called: BrokerageApi#delete_brokerage_bank_link_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Get a Brokerage account statement @param end_date end_date @param nucleus_account_id nucleus_account_id @param start_date start_date @param statement_type statement_type @param [Hash] opts the optional parameters @return [BrokerageStatementVO]
# File lib/integration_api/api/brokerage_api.rb, line 493 def get_brokerage_account_statement_using_get(end_date, nucleus_account_id, start_date, statement_type, opts = {}) data, _status_code, _headers = get_brokerage_account_statement_using_get_with_http_info(end_date, nucleus_account_id, start_date, statement_type, opts) data end
Get a Brokerage account statement @param end_date end_date @param nucleus_account_id nucleus_account_id @param start_date start_date @param statement_type statement_type @param [Hash] opts the optional parameters @return [Array<(BrokerageStatementVO
, Fixnum, Hash)>] BrokerageStatementVO
data, response status code and response headers
# File lib/integration_api/api/brokerage_api.rb, line 505 def get_brokerage_account_statement_using_get_with_http_info(end_date, nucleus_account_id, start_date, statement_type, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: BrokerageApi.get_brokerage_account_statement_using_get ...' end # verify the required parameter 'end_date' is set if @api_client.config.client_side_validation && end_date.nil? fail ArgumentError, "Missing the required parameter 'end_date' when calling BrokerageApi.get_brokerage_account_statement_using_get" end # verify the required parameter 'nucleus_account_id' is set if @api_client.config.client_side_validation && nucleus_account_id.nil? fail ArgumentError, "Missing the required parameter 'nucleus_account_id' when calling BrokerageApi.get_brokerage_account_statement_using_get" end # verify the required parameter 'start_date' is set if @api_client.config.client_side_validation && start_date.nil? fail ArgumentError, "Missing the required parameter 'start_date' when calling BrokerageApi.get_brokerage_account_statement_using_get" end # verify the required parameter 'statement_type' is set if @api_client.config.client_side_validation && statement_type.nil? fail ArgumentError, "Missing the required parameter 'statement_type' when calling BrokerageApi.get_brokerage_account_statement_using_get" end # resource path local_var_path = '/brokerage/statement/{nucleus_account_id}'.sub('{' + 'nucleus_account_id' + '}', nucleus_account_id.to_s) # query parameters query_params = {} query_params[:'end_date'] = end_date query_params[:'start_date'] = start_date query_params[:'statement_type'] = statement_type # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'BrokerageStatementVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: BrokerageApi#get_brokerage_account_statement_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Get account balance @param nucleus_portfolio_id nucleus_portfolio_id @param [Hash] opts the optional parameters @return [BrokerageBalanceVO]
# File lib/integration_api/api/brokerage_api.rb, line 561 def get_brokerage_balance_using_get(nucleus_portfolio_id, opts = {}) data, _status_code, _headers = get_brokerage_balance_using_get_with_http_info(nucleus_portfolio_id, opts) data end
Get account balance @param nucleus_portfolio_id nucleus_portfolio_id @param [Hash] opts the optional parameters @return [Array<(BrokerageBalanceVO
, Fixnum, Hash)>] BrokerageBalanceVO
data, response status code and response headers
# File lib/integration_api/api/brokerage_api.rb, line 570 def get_brokerage_balance_using_get_with_http_info(nucleus_portfolio_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: BrokerageApi.get_brokerage_balance_using_get ...' end # verify the required parameter 'nucleus_portfolio_id' is set if @api_client.config.client_side_validation && nucleus_portfolio_id.nil? fail ArgumentError, "Missing the required parameter 'nucleus_portfolio_id' when calling BrokerageApi.get_brokerage_balance_using_get" end # resource path local_var_path = '/brokerage/balance/{nucleus_portfolio_id}'.sub('{' + 'nucleus_portfolio_id' + '}', nucleus_portfolio_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'BrokerageBalanceVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: BrokerageApi#get_brokerage_balance_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Get a Bank Link @param nucleus_bank_link_id nucleus_bank_link_id @param [Hash] opts the optional parameters @return [BrokerageBankLinkVO]
# File lib/integration_api/api/brokerage_api.rb, line 611 def get_brokerage_bank_link_using_get(nucleus_bank_link_id, opts = {}) data, _status_code, _headers = get_brokerage_bank_link_using_get_with_http_info(nucleus_bank_link_id, opts) data end
Get a Bank Link @param nucleus_bank_link_id nucleus_bank_link_id @param [Hash] opts the optional parameters @return [Array<(BrokerageBankLinkVO
, Fixnum, Hash)>] BrokerageBankLinkVO
data, response status code and response headers
# File lib/integration_api/api/brokerage_api.rb, line 620 def get_brokerage_bank_link_using_get_with_http_info(nucleus_bank_link_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: BrokerageApi.get_brokerage_bank_link_using_get ...' end # verify the required parameter 'nucleus_bank_link_id' is set if @api_client.config.client_side_validation && nucleus_bank_link_id.nil? fail ArgumentError, "Missing the required parameter 'nucleus_bank_link_id' when calling BrokerageApi.get_brokerage_bank_link_using_get" end # resource path local_var_path = '/brokerage/bank_link/{nucleus_bank_link_id}'.sub('{' + 'nucleus_bank_link_id' + '}', nucleus_bank_link_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'BrokerageBankLinkVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: BrokerageApi#get_brokerage_bank_link_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Get a Brokerage document @param nucleus_document_id nucleus_document_id @param [Hash] opts the optional parameters @return [BrokerageDocumentVO]
# File lib/integration_api/api/brokerage_api.rb, line 661 def get_brokerage_document_using_get(nucleus_document_id, opts = {}) data, _status_code, _headers = get_brokerage_document_using_get_with_http_info(nucleus_document_id, opts) data end
Get a Brokerage document @param nucleus_document_id nucleus_document_id @param [Hash] opts the optional parameters @return [Array<(BrokerageDocumentVO
, Fixnum, Hash)>] BrokerageDocumentVO
data, response status code and response headers
# File lib/integration_api/api/brokerage_api.rb, line 670 def get_brokerage_document_using_get_with_http_info(nucleus_document_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: BrokerageApi.get_brokerage_document_using_get ...' end # verify the required parameter 'nucleus_document_id' is set if @api_client.config.client_side_validation && nucleus_document_id.nil? fail ArgumentError, "Missing the required parameter 'nucleus_document_id' when calling BrokerageApi.get_brokerage_document_using_get" end # resource path local_var_path = '/brokerage/document/{nucleus_document_id}'.sub('{' + 'nucleus_document_id' + '}', nucleus_document_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'BrokerageDocumentVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: BrokerageApi#get_brokerage_document_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Get portfolio holding performance @param nucleus_portfolio_id nucleus_portfolio_id @param [Hash] opts the optional parameters @return [BrokeragePerformanceVO]
# File lib/integration_api/api/brokerage_api.rb, line 711 def get_brokerage_holding_performance_using_get(nucleus_portfolio_id, opts = {}) data, _status_code, _headers = get_brokerage_holding_performance_using_get_with_http_info(nucleus_portfolio_id, opts) data end
Get portfolio holding performance @param nucleus_portfolio_id nucleus_portfolio_id @param [Hash] opts the optional parameters @return [Array<(BrokeragePerformanceVO
, Fixnum, Hash)>] BrokeragePerformanceVO
data, response status code and response headers
# File lib/integration_api/api/brokerage_api.rb, line 720 def get_brokerage_holding_performance_using_get_with_http_info(nucleus_portfolio_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: BrokerageApi.get_brokerage_holding_performance_using_get ...' end # verify the required parameter 'nucleus_portfolio_id' is set if @api_client.config.client_side_validation && nucleus_portfolio_id.nil? fail ArgumentError, "Missing the required parameter 'nucleus_portfolio_id' when calling BrokerageApi.get_brokerage_holding_performance_using_get" end # resource path local_var_path = '/brokerage/holding/performance/{nucleus_portfolio_id}'.sub('{' + 'nucleus_portfolio_id' + '}', nucleus_portfolio_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'BrokeragePerformanceVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: BrokerageApi#get_brokerage_holding_performance_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Get portfolio holdings @param nucleus_portfolio_id nucleus_portfolio_id @param [Hash] opts the optional parameters @return [BrokerageHoldingVO]
# File lib/integration_api/api/brokerage_api.rb, line 761 def get_brokerage_holding_using_get(nucleus_portfolio_id, opts = {}) data, _status_code, _headers = get_brokerage_holding_using_get_with_http_info(nucleus_portfolio_id, opts) data end
Get portfolio holdings @param nucleus_portfolio_id nucleus_portfolio_id @param [Hash] opts the optional parameters @return [Array<(BrokerageHoldingVO
, Fixnum, Hash)>] BrokerageHoldingVO
data, response status code and response headers
# File lib/integration_api/api/brokerage_api.rb, line 770 def get_brokerage_holding_using_get_with_http_info(nucleus_portfolio_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: BrokerageApi.get_brokerage_holding_using_get ...' end # verify the required parameter 'nucleus_portfolio_id' is set if @api_client.config.client_side_validation && nucleus_portfolio_id.nil? fail ArgumentError, "Missing the required parameter 'nucleus_portfolio_id' when calling BrokerageApi.get_brokerage_holding_using_get" end # resource path local_var_path = '/brokerage/holding/{nucleus_portfolio_id}'.sub('{' + 'nucleus_portfolio_id' + '}', nucleus_portfolio_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'BrokerageHoldingVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: BrokerageApi#get_brokerage_holding_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Get an Order @param nucleus_order_id nucleus_order_id @param [Hash] opts the optional parameters @return [BrokerageOrderVO]
# File lib/integration_api/api/brokerage_api.rb, line 811 def get_brokerage_order_using_get(nucleus_order_id, opts = {}) data, _status_code, _headers = get_brokerage_order_using_get_with_http_info(nucleus_order_id, opts) data end
Get an Order @param nucleus_order_id nucleus_order_id @param [Hash] opts the optional parameters @return [Array<(BrokerageOrderVO
, Fixnum, Hash)>] BrokerageOrderVO
data, response status code and response headers
# File lib/integration_api/api/brokerage_api.rb, line 820 def get_brokerage_order_using_get_with_http_info(nucleus_order_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: BrokerageApi.get_brokerage_order_using_get ...' end # verify the required parameter 'nucleus_order_id' is set if @api_client.config.client_side_validation && nucleus_order_id.nil? fail ArgumentError, "Missing the required parameter 'nucleus_order_id' when calling BrokerageApi.get_brokerage_order_using_get" end # resource path local_var_path = '/brokerage/order/{nucleus_order_id}'.sub('{' + 'nucleus_order_id' + '}', nucleus_order_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'BrokerageOrderVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: BrokerageApi#get_brokerage_order_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Get securities information @param vendor_name vendor_name @param [Hash] opts the optional parameters @option opts [BOOLEAN] :get_fundamentals get_fundamentals (default to false) @option opts [String] :nucleus_security_id nucleus_security_id @return [BrokerageSecuritiesVO]
# File lib/integration_api/api/brokerage_api.rb, line 863 def get_brokerage_securities_using_get(vendor_name, opts = {}) data, _status_code, _headers = get_brokerage_securities_using_get_with_http_info(vendor_name, opts) data end
Get securities information @param vendor_name vendor_name @param [Hash] opts the optional parameters @option opts [BOOLEAN] :get_fundamentals get_fundamentals @option opts [String] :nucleus_security_id nucleus_security_id @return [Array<(BrokerageSecuritiesVO
, Fixnum, Hash)>] BrokerageSecuritiesVO
data, response status code and response headers
# File lib/integration_api/api/brokerage_api.rb, line 874 def get_brokerage_securities_using_get_with_http_info(vendor_name, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: BrokerageApi.get_brokerage_securities_using_get ...' end # verify the required parameter 'vendor_name' is set if @api_client.config.client_side_validation && vendor_name.nil? fail ArgumentError, "Missing the required parameter 'vendor_name' when calling BrokerageApi.get_brokerage_securities_using_get" end # resource path local_var_path = '/brokerage/securities' # query parameters query_params = {} query_params[:'vendor_name'] = vendor_name query_params[:'get_fundamentals'] = opts[:'get_fundamentals'] if !opts[:'get_fundamentals'].nil? query_params[:'nucleus_security_id'] = opts[:'nucleus_security_id'] if !opts[:'nucleus_security_id'].nil? # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'BrokerageSecuritiesVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: BrokerageApi#get_brokerage_securities_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Get account transactions @param drivewealth_response drivewealthResponse @param end_date end_date @param nucleus_portfolio_id nucleus_portfolio_id @param start_date start_date @param [Hash] opts the optional parameters @return [BrokerageTransactionVO]
# File lib/integration_api/api/brokerage_api.rb, line 921 def get_brokerage_transactions_using_get(drivewealth_response, end_date, nucleus_portfolio_id, start_date, opts = {}) data, _status_code, _headers = get_brokerage_transactions_using_get_with_http_info(drivewealth_response, end_date, nucleus_portfolio_id, start_date, opts) data end
Get account transactions @param drivewealth_response drivewealthResponse @param end_date end_date @param nucleus_portfolio_id nucleus_portfolio_id @param start_date start_date @param [Hash] opts the optional parameters @return [Array<(BrokerageTransactionVO
, Fixnum, Hash)>] BrokerageTransactionVO
data, response status code and response headers
# File lib/integration_api/api/brokerage_api.rb, line 933 def get_brokerage_transactions_using_get_with_http_info(drivewealth_response, end_date, nucleus_portfolio_id, start_date, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: BrokerageApi.get_brokerage_transactions_using_get ...' end # verify the required parameter 'drivewealth_response' is set if @api_client.config.client_side_validation && drivewealth_response.nil? fail ArgumentError, "Missing the required parameter 'drivewealth_response' when calling BrokerageApi.get_brokerage_transactions_using_get" end # verify the required parameter 'end_date' is set if @api_client.config.client_side_validation && end_date.nil? fail ArgumentError, "Missing the required parameter 'end_date' when calling BrokerageApi.get_brokerage_transactions_using_get" end # verify the required parameter 'nucleus_portfolio_id' is set if @api_client.config.client_side_validation && nucleus_portfolio_id.nil? fail ArgumentError, "Missing the required parameter 'nucleus_portfolio_id' when calling BrokerageApi.get_brokerage_transactions_using_get" end # verify the required parameter 'start_date' is set if @api_client.config.client_side_validation && start_date.nil? fail ArgumentError, "Missing the required parameter 'start_date' when calling BrokerageApi.get_brokerage_transactions_using_get" end # resource path local_var_path = '/brokerage/transaction/{nucleus_portfolio_id}'.sub('{' + 'nucleus_portfolio_id' + '}', nucleus_portfolio_id.to_s) # query parameters query_params = {} query_params[:'end_date'] = end_date query_params[:'start_date'] = start_date # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(drivewealth_response) auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'BrokerageTransactionVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: BrokerageApi#get_brokerage_transactions_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Update a Bank Link @param nucleus_bank_link_id nucleus_bank_link_id @param [Hash] opts the optional parameters @return [BrokerageBankLinkVO]
# File lib/integration_api/api/brokerage_api.rb, line 988 def update_brokerage_bank_link_using_put(nucleus_bank_link_id, opts = {}) data, _status_code, _headers = update_brokerage_bank_link_using_put_with_http_info(nucleus_bank_link_id, opts) data end
Update a Bank Link @param nucleus_bank_link_id nucleus_bank_link_id @param [Hash] opts the optional parameters @return [Array<(BrokerageBankLinkVO
, Fixnum, Hash)>] BrokerageBankLinkVO
data, response status code and response headers
# File lib/integration_api/api/brokerage_api.rb, line 997 def update_brokerage_bank_link_using_put_with_http_info(nucleus_bank_link_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: BrokerageApi.update_brokerage_bank_link_using_put ...' end # verify the required parameter 'nucleus_bank_link_id' is set if @api_client.config.client_side_validation && nucleus_bank_link_id.nil? fail ArgumentError, "Missing the required parameter 'nucleus_bank_link_id' when calling BrokerageApi.update_brokerage_bank_link_using_put" end # resource path local_var_path = '/brokerage/bank_link/{nucleus_bank_link_id}'.sub('{' + 'nucleus_bank_link_id' + '}', nucleus_bank_link_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:PUT, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'BrokerageBankLinkVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: BrokerageApi#update_brokerage_bank_link_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Update a Brokerage client @param nucleus_client_id nucleus_client_id @param [Hash] opts the optional parameters @option opts [BrokerageUpdateClientCO] :client_co clientCO @return [BrokerageUpdateClientVO]
# File lib/integration_api/api/brokerage_api.rb, line 1041 def update_brokerage_client_using_put(nucleus_client_id, opts = {}) data, _status_code, _headers = update_brokerage_client_using_put_with_http_info(nucleus_client_id, opts) data end
Update a Brokerage client @param nucleus_client_id nucleus_client_id @param [Hash] opts the optional parameters @option opts [BrokerageUpdateClientCO] :client_co clientCO @return [Array<(BrokerageUpdateClientVO
, Fixnum, Hash)>] BrokerageUpdateClientVO
data, response status code and response headers
# File lib/integration_api/api/brokerage_api.rb, line 1051 def update_brokerage_client_using_put_with_http_info(nucleus_client_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: BrokerageApi.update_brokerage_client_using_put ...' end # verify the required parameter 'nucleus_client_id' is set if @api_client.config.client_side_validation && nucleus_client_id.nil? fail ArgumentError, "Missing the required parameter 'nucleus_client_id' when calling BrokerageApi.update_brokerage_client_using_put" end # resource path local_var_path = '/brokerage/client/{nucleus_client_id}'.sub('{' + 'nucleus_client_id' + '}', nucleus_client_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(opts[:'client_co']) auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:PUT, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'BrokerageUpdateClientVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: BrokerageApi#update_brokerage_client_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end