class NucleusApi::AccountApi
Attributes
Public Class Methods
# File lib/nucleus_api/api/account_api.rb, line 19 def initialize(api_client = ApiClient.default) @api_client = api_client end
Public Instance Methods
Create an account allocation Create an account-allocation mapping for an account. @param alloc_request allocRequest @param [Hash] opts the optional parameters @return [AccountAllocationMapping]
# File lib/nucleus_api/api/account_api.rb, line 27 def create_account_allocation_mapping_using_post(alloc_request, opts = {}) data, _status_code, _headers = create_account_allocation_mapping_using_post_with_http_info(alloc_request, opts) data end
Create an account allocation Create an account-allocation mapping for an account. @param alloc_request allocRequest @param [Hash] opts the optional parameters @return [Array<(AccountAllocationMapping
, Fixnum, Hash)>] AccountAllocationMapping
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 37 def create_account_allocation_mapping_using_post_with_http_info(alloc_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.create_account_allocation_mapping_using_post ...' end # verify the required parameter 'alloc_request' is set if @api_client.config.client_side_validation && alloc_request.nil? fail ArgumentError, "Missing the required parameter 'alloc_request' when calling AccountApi.create_account_allocation_mapping_using_post" end # resource path local_var_path = '/nucleus/v1/account_allocation' # 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(alloc_request) 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 => 'AccountAllocationMapping') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#create_account_allocation_mapping_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Create an account status Create an account status record for an account. @param account_status_request accountStatusRequest @param [Hash] opts the optional parameters @return [AccountStatus]
# File lib/nucleus_api/api/account_api.rb, line 81 def create_account_status_using_post(account_status_request, opts = {}) data, _status_code, _headers = create_account_status_using_post_with_http_info(account_status_request, opts) data end
Create an account status Create an account status record for an account. @param account_status_request accountStatusRequest @param [Hash] opts the optional parameters @return [Array<(AccountStatus
, Fixnum, Hash)>] AccountStatus
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 91 def create_account_status_using_post_with_http_info(account_status_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.create_account_status_using_post ...' end # verify the required parameter 'account_status_request' is set if @api_client.config.client_side_validation && account_status_request.nil? fail ArgumentError, "Missing the required parameter 'account_status_request' when calling AccountApi.create_account_status_using_post" end # resource path local_var_path = '/nucleus/v1/account_status' # 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(account_status_request) 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 => 'AccountStatus') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#create_account_status_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Create an account type Create a new account type for your firm. @param account_type_request accountTypeRequest @param [Hash] opts the optional parameters @return [AccountType]
# File lib/nucleus_api/api/account_api.rb, line 135 def create_account_type_using_post(account_type_request, opts = {}) data, _status_code, _headers = create_account_type_using_post_with_http_info(account_type_request, opts) data end
Create an account type Create a new account type for your firm. @param account_type_request accountTypeRequest @param [Hash] opts the optional parameters @return [Array<(AccountType
, Fixnum, Hash)>] AccountType
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 145 def create_account_type_using_post_with_http_info(account_type_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.create_account_type_using_post ...' end # verify the required parameter 'account_type_request' is set if @api_client.config.client_side_validation && account_type_request.nil? fail ArgumentError, "Missing the required parameter 'account_type_request' when calling AccountApi.create_account_type_using_post" end # resource path local_var_path = '/nucleus/v1/account_type' # 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(account_type_request) 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 => 'AccountType') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#create_account_type_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Create an account Create an account under a client. @param account account @param [Hash] opts the optional parameters @return [Account]
# File lib/nucleus_api/api/account_api.rb, line 189 def create_account_using_post(account, opts = {}) data, _status_code, _headers = create_account_using_post_with_http_info(account, opts) data end
Create an account Create an account under a client. @param account account @param [Hash] opts the optional parameters @return [Array<(Account
, Fixnum, Hash)>] Account
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 199 def create_account_using_post_with_http_info(account, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.create_account_using_post ...' end # verify the required parameter 'account' is set if @api_client.config.client_side_validation && account.nil? fail ArgumentError, "Missing the required parameter 'account' when calling AccountApi.create_account_using_post" end # resource path local_var_path = '/nucleus/v1/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(account) 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 => 'Account') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#create_account_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Delete an account allocation Permanently delete an account-allocation mapping for an account. @param account_allocation_id UUID account_allocation_id @param [Hash] opts the optional parameters @return [nil]
# File lib/nucleus_api/api/account_api.rb, line 243 def delete_account_allocation_mapping_using_delete(account_allocation_id, opts = {}) delete_account_allocation_mapping_using_delete_with_http_info(account_allocation_id, opts) nil end
Delete an account allocation Permanently delete an account-allocation mapping for an account. @param account_allocation_id UUID account_allocation_id @param [Hash] opts the optional parameters @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 253 def delete_account_allocation_mapping_using_delete_with_http_info(account_allocation_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.delete_account_allocation_mapping_using_delete ...' end # verify the required parameter 'account_allocation_id' is set if @api_client.config.client_side_validation && account_allocation_id.nil? fail ArgumentError, "Missing the required parameter 'account_allocation_id' when calling AccountApi.delete_account_allocation_mapping_using_delete" end # resource path local_var_path = '/nucleus/v1/account_allocation/{account_allocation_id}'.sub('{' + 'account_allocation_id' + '}', account_allocation_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: AccountApi#delete_account_allocation_mapping_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Delete an account permission Delete an account permission @param account_id account_id @param [Hash] opts the optional parameters @return [AccountPermissionVO]
# File lib/nucleus_api/api/account_api.rb, line 294 def delete_account_permission_using_delete(account_id, opts = {}) data, _status_code, _headers = delete_account_permission_using_delete_with_http_info(account_id, opts) data end
Delete an account permission Delete an account permission @param account_id account_id @param [Hash] opts the optional parameters @return [Array<(AccountPermissionVO
, Fixnum, Hash)>] AccountPermissionVO
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 304 def delete_account_permission_using_delete_with_http_info(account_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.delete_account_permission_using_delete ...' end # verify the required parameter 'account_id' is set if @api_client.config.client_side_validation && account_id.nil? fail ArgumentError, "Missing the required parameter 'account_id' when calling AccountApi.delete_account_permission_using_delete" end # resource path local_var_path = '/nucleus/v1/account_permission/{account_id}'.sub('{' + 'account_id' + '}', account_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, :return_type => 'AccountPermissionVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#delete_account_permission_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Delete an account status Permanently delete an account status record from an account’s history. @param account_status_id UUID account_status_id @param [Hash] opts the optional parameters @return [nil]
# File lib/nucleus_api/api/account_api.rb, line 346 def delete_account_status_using_delete(account_status_id, opts = {}) delete_account_status_using_delete_with_http_info(account_status_id, opts) nil end
Delete an account status Permanently delete an account status record from an account’s history. @param account_status_id UUID account_status_id @param [Hash] opts the optional parameters @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 356 def delete_account_status_using_delete_with_http_info(account_status_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.delete_account_status_using_delete ...' end # verify the required parameter 'account_status_id' is set if @api_client.config.client_side_validation && account_status_id.nil? fail ArgumentError, "Missing the required parameter 'account_status_id' when calling AccountApi.delete_account_status_using_delete" end # resource path local_var_path = '/nucleus/v1/account_status/{account_status_id}'.sub('{' + 'account_status_id' + '}', account_status_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: AccountApi#delete_account_status_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Delete an account type Permanently delete a possible account type defined for your firm. @param account_type_id UUID account_type_id @param [Hash] opts the optional parameters @return [nil]
# File lib/nucleus_api/api/account_api.rb, line 397 def delete_account_type_using_delete(account_type_id, opts = {}) delete_account_type_using_delete_with_http_info(account_type_id, opts) nil end
Delete an account type Permanently delete a possible account type defined for your firm. @param account_type_id UUID account_type_id @param [Hash] opts the optional parameters @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 407 def delete_account_type_using_delete_with_http_info(account_type_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.delete_account_type_using_delete ...' end # verify the required parameter 'account_type_id' is set if @api_client.config.client_side_validation && account_type_id.nil? fail ArgumentError, "Missing the required parameter 'account_type_id' when calling AccountApi.delete_account_type_using_delete" end # resource path local_var_path = '/nucleus/v1/account_type/{account_type_id}'.sub('{' + 'account_type_id' + '}', account_type_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: AccountApi#delete_account_type_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Delete an account Permanently delete an account under a client. @param account_id UUID account_id @param [Hash] opts the optional parameters @return [nil]
# File lib/nucleus_api/api/account_api.rb, line 448 def delete_account_using_delete(account_id, opts = {}) delete_account_using_delete_with_http_info(account_id, opts) nil end
Delete an account Permanently delete an account under a client. @param account_id UUID account_id @param [Hash] opts the optional parameters @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 458 def delete_account_using_delete_with_http_info(account_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.delete_account_using_delete ...' end # verify the required parameter 'account_id' is set if @api_client.config.client_side_validation && account_id.nil? fail ArgumentError, "Missing the required parameter 'account_id' when calling AccountApi.delete_account_using_delete" end # resource path local_var_path = '/nucleus/v1/account/{account_id}'.sub('{' + 'account_id' + '}', account_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: AccountApi#delete_account_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
List all accounts Get information for all accounts for all clients defined for your firm. @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending (default to false) @option opts [String] :filter filter @option opts [String] :order_by order_by (default to update_date) @option opts [Integer] :page page (default to 0) @option opts [Integer] :size size (default to 25) @return [PageAccount]
# File lib/nucleus_api/api/account_api.rb, line 503 def get_account_all_using_get(opts = {}) data, _status_code, _headers = get_account_all_using_get_with_http_info(opts) data end
List all accounts Get information for all accounts for all clients defined for your firm. @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending @option opts [String] :filter filter @option opts [String] :order_by order_by @option opts [Integer] :page page @option opts [Integer] :size size @return [Array<(PageAccount
, Fixnum, Hash)>] PageAccount
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 517 def get_account_all_using_get_with_http_info(opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.get_account_all_using_get ...' end # resource path local_var_path = '/nucleus/v1/account' # query parameters query_params = {} query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil? query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil? query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil? query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil? query_params[:'size'] = opts[:'size'] if !opts[:'size'].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 => 'PageAccount') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#get_account_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
List all account allocations Get information for all account-allocation mappings for all accounts defined for your firm. @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending (default to false) @option opts [String] :filter filter @option opts [String] :order_by order_by (default to update_date) @option opts [Integer] :page page (default to 0) @option opts [Integer] :size size (default to 25) @return [PageAccountAllocationMapping]
# File lib/nucleus_api/api/account_api.rb, line 564 def get_account_allocation_mapping_all_using_get(opts = {}) data, _status_code, _headers = get_account_allocation_mapping_all_using_get_with_http_info(opts) data end
List all account allocations Get information for all account-allocation mappings for all accounts defined for your firm. @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending @option opts [String] :filter filter @option opts [String] :order_by order_by @option opts [Integer] :page page @option opts [Integer] :size size @return [Array<(PageAccountAllocationMapping
, Fixnum, Hash)>] PageAccountAllocationMapping
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 578 def get_account_allocation_mapping_all_using_get_with_http_info(opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.get_account_allocation_mapping_all_using_get ...' end # resource path local_var_path = '/nucleus/v1/account_allocation' # query parameters query_params = {} query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil? query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil? query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil? query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil? query_params[:'size'] = opts[:'size'] if !opts[:'size'].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 => 'PageAccountAllocationMapping') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#get_account_allocation_mapping_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Retrieve an account allocation Retrieve the information for a specific account-allocation mapping for an account. @param account_allocation_id UUID account_allocation_id @param [Hash] opts the optional parameters @return [AccountAllocationMapping]
# File lib/nucleus_api/api/account_api.rb, line 621 def get_account_allocation_mapping_using_get(account_allocation_id, opts = {}) data, _status_code, _headers = get_account_allocation_mapping_using_get_with_http_info(account_allocation_id, opts) data end
Retrieve an account allocation Retrieve the information for a specific account-allocation mapping for an account. @param account_allocation_id UUID account_allocation_id @param [Hash] opts the optional parameters @return [Array<(AccountAllocationMapping
, Fixnum, Hash)>] AccountAllocationMapping
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 631 def get_account_allocation_mapping_using_get_with_http_info(account_allocation_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.get_account_allocation_mapping_using_get ...' end # verify the required parameter 'account_allocation_id' is set if @api_client.config.client_side_validation && account_allocation_id.nil? fail ArgumentError, "Missing the required parameter 'account_allocation_id' when calling AccountApi.get_account_allocation_mapping_using_get" end # resource path local_var_path = '/nucleus/v1/account_allocation/{account_allocation_id}'.sub('{' + 'account_allocation_id' + '}', account_allocation_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 => 'AccountAllocationMapping') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#get_account_allocation_mapping_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
List all account asset sizes Get a list of asset sizes by date for an account. @param account_id Account
Id @param [Hash] opts the optional parameters @option opts [String] :currency_conversion USD @option opts [Date] :end_date end date @option opts [BOOLEAN] :exclude_subledger true or false @option opts [BOOLEAN] :get_latest true or false @option opts [String] :sort_type Quarter (Q), Monthly (M) , Annually (Y), Daily (D) –caps matter, codes in () @option opts [Date] :start_date start date @return [Array<AvailableDateDoubleVO>]
# File lib/nucleus_api/api/account_api.rb, line 679 def get_account_asset_size_agg_all_using_get(account_id, opts = {}) data, _status_code, _headers = get_account_asset_size_agg_all_using_get_with_http_info(account_id, opts) data end
List all account asset sizes Get a list of asset sizes by date for an account. @param account_id Account
Id @param [Hash] opts the optional parameters @option opts [String] :currency_conversion USD @option opts [Date] :end_date end date @option opts [BOOLEAN] :exclude_subledger true or false @option opts [BOOLEAN] :get_latest true or false @option opts [String] :sort_type Quarter (Q), Monthly (M) , Annually (Y), Daily (D) –caps matter, codes in () @option opts [Date] :start_date start date @return [Array<(Array<AvailableDateDoubleVO>, Fixnum, Hash)>] Array<AvailableDateDoubleVO> data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 695 def get_account_asset_size_agg_all_using_get_with_http_info(account_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.get_account_asset_size_agg_all_using_get ...' end # verify the required parameter 'account_id' is set if @api_client.config.client_side_validation && account_id.nil? fail ArgumentError, "Missing the required parameter 'account_id' when calling AccountApi.get_account_asset_size_agg_all_using_get" end # resource path local_var_path = '/nucleus/v1/account/{account_id}/asset_size'.sub('{' + 'account_id' + '}', account_id.to_s) # query parameters query_params = {} query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil? query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil? query_params[:'exclude_subledger'] = opts[:'exclude_subledger'] if !opts[:'exclude_subledger'].nil? query_params[:'get_latest'] = opts[:'get_latest'] if !opts[:'get_latest'].nil? query_params[:'sort_type'] = opts[:'sort_type'] if !opts[:'sort_type'].nil? query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].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 => 'Array<AvailableDateDoubleVO>') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#get_account_asset_size_agg_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
List all Account
overview @param account_id UUID account_id @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending (default to false) @option opts [String] :order_by order_by (default to update_date) @return [Object]
# File lib/nucleus_api/api/account_api.rb, line 744 def get_account_overview_using_get(account_id, opts = {}) data, _status_code, _headers = get_account_overview_using_get_with_http_info(account_id, opts) data end
List all Account
overview @param account_id UUID account_id @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending @option opts [String] :order_by order_by @return [Array<(Object, Fixnum, Hash)>] Object data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 755 def get_account_overview_using_get_with_http_info(account_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.get_account_overview_using_get ...' end # verify the required parameter 'account_id' is set if @api_client.config.client_side_validation && account_id.nil? fail ArgumentError, "Missing the required parameter 'account_id' when calling AccountApi.get_account_overview_using_get" end # resource path local_var_path = '/nucleus/v1/account/{account_id}/account_overview'.sub('{' + 'account_id' + '}', account_id.to_s) # query parameters query_params = {} query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil? query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].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 => 'Object') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#get_account_overview_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Get an account permission Get an account permission @param account_id account_id @param [Hash] opts the optional parameters @return [AccountPermissionVO]
# File lib/nucleus_api/api/account_api.rb, line 799 def get_account_permission_using_get(account_id, opts = {}) data, _status_code, _headers = get_account_permission_using_get_with_http_info(account_id, opts) data end
Get an account permission Get an account permission @param account_id account_id @param [Hash] opts the optional parameters @return [Array<(AccountPermissionVO
, Fixnum, Hash)>] AccountPermissionVO
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 809 def get_account_permission_using_get_with_http_info(account_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.get_account_permission_using_get ...' end # verify the required parameter 'account_id' is set if @api_client.config.client_side_validation && account_id.nil? fail ArgumentError, "Missing the required parameter 'account_id' when calling AccountApi.get_account_permission_using_get" end # resource path local_var_path = '/nucleus/v1/account_permission/{account_id}'.sub('{' + 'account_id' + '}', account_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 => 'AccountPermissionVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#get_account_permission_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
List all account statuses Get the account status history information for all accounts. @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending (default to false) @option opts [String] :filter filter @option opts [String] :order_by order_by (default to update_date) @option opts [Integer] :page page (default to 0) @option opts [Integer] :size size (default to 25) @return [PageAccountStatus]
# File lib/nucleus_api/api/account_api.rb, line 855 def get_account_status_all_using_get(opts = {}) data, _status_code, _headers = get_account_status_all_using_get_with_http_info(opts) data end
List all account statuses Get the account status history information for all accounts. @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending @option opts [String] :filter filter @option opts [String] :order_by order_by @option opts [Integer] :page page @option opts [Integer] :size size @return [Array<(PageAccountStatus
, Fixnum, Hash)>] PageAccountStatus
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 869 def get_account_status_all_using_get_with_http_info(opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.get_account_status_all_using_get ...' end # resource path local_var_path = '/nucleus/v1/account_status' # query parameters query_params = {} query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil? query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil? query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil? query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil? query_params[:'size'] = opts[:'size'] if !opts[:'size'].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 => 'PageAccountStatus') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#get_account_status_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Retrieve an account status Retrieve the information for a specific account status record for an account. @param account_status_id UUID account_status_id @param [Hash] opts the optional parameters @return [AccountStatus]
# File lib/nucleus_api/api/account_api.rb, line 912 def get_account_status_using_get(account_status_id, opts = {}) data, _status_code, _headers = get_account_status_using_get_with_http_info(account_status_id, opts) data end
Retrieve an account status Retrieve the information for a specific account status record for an account. @param account_status_id UUID account_status_id @param [Hash] opts the optional parameters @return [Array<(AccountStatus
, Fixnum, Hash)>] AccountStatus
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 922 def get_account_status_using_get_with_http_info(account_status_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.get_account_status_using_get ...' end # verify the required parameter 'account_status_id' is set if @api_client.config.client_side_validation && account_status_id.nil? fail ArgumentError, "Missing the required parameter 'account_status_id' when calling AccountApi.get_account_status_using_get" end # resource path local_var_path = '/nucleus/v1/account_status/{account_status_id}'.sub('{' + 'account_status_id' + '}', account_status_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 => 'AccountStatus') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#get_account_status_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
List all account types List all account types defined for your firm. @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending (default to false) @option opts [String] :filter filter @option opts [String] :order_by order_by (default to update_date) @option opts [Integer] :page page (default to 0) @option opts [Integer] :size size (default to 25) @return [PageAccountType]
# File lib/nucleus_api/api/account_api.rb, line 968 def get_account_type_all_using_get(opts = {}) data, _status_code, _headers = get_account_type_all_using_get_with_http_info(opts) data end
List all account types List all account types defined for your firm. @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending @option opts [String] :filter filter @option opts [String] :order_by order_by @option opts [Integer] :page page @option opts [Integer] :size size @return [Array<(PageAccountType
, Fixnum, Hash)>] PageAccountType
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 982 def get_account_type_all_using_get_with_http_info(opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.get_account_type_all_using_get ...' end # resource path local_var_path = '/nucleus/v1/account_type' # query parameters query_params = {} query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil? query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil? query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil? query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil? query_params[:'size'] = opts[:'size'] if !opts[:'size'].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 => 'PageAccountType') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#get_account_type_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Get an Account
Type Get an account types defined for your firm. @param account_type_id UUID account_type_id @param [Hash] opts the optional parameters @return [AccountType]
# File lib/nucleus_api/api/account_api.rb, line 1025 def get_account_type_using_get(account_type_id, opts = {}) data, _status_code, _headers = get_account_type_using_get_with_http_info(account_type_id, opts) data end
Get an Account
Type Get an account types defined for your firm. @param account_type_id UUID account_type_id @param [Hash] opts the optional parameters @return [Array<(AccountType
, Fixnum, Hash)>] AccountType
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 1035 def get_account_type_using_get_with_http_info(account_type_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.get_account_type_using_get ...' end # verify the required parameter 'account_type_id' is set if @api_client.config.client_side_validation && account_type_id.nil? fail ArgumentError, "Missing the required parameter 'account_type_id' when calling AccountApi.get_account_type_using_get" end # resource path local_var_path = '/nucleus/v1/account_type/{account_type_id}'.sub('{' + 'account_type_id' + '}', account_type_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 => 'AccountType') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#get_account_type_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Retrieve an account Retrieve the information for a specific account associated with a client. @param account_id UUID account_id @param [Hash] opts the optional parameters @return [Account]
# File lib/nucleus_api/api/account_api.rb, line 1077 def get_account_using_get(account_id, opts = {}) data, _status_code, _headers = get_account_using_get_with_http_info(account_id, opts) data end
Retrieve an account Retrieve the information for a specific account associated with a client. @param account_id UUID account_id @param [Hash] opts the optional parameters @return [Array<(Account
, Fixnum, Hash)>] Account
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 1087 def get_account_using_get_with_http_info(account_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.get_account_using_get ...' end # verify the required parameter 'account_id' is set if @api_client.config.client_side_validation && account_id.nil? fail ArgumentError, "Missing the required parameter 'account_id' when calling AccountApi.get_account_using_get" end # resource path local_var_path = '/nucleus/v1/account/{account_id}'.sub('{' + 'account_id' + '}', account_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 => 'Account') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#get_account_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
List all account permission List all account permission @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending (default to false) @option opts [String] :filter filter @option opts [String] :order_by order_by (default to update_date) @option opts [Integer] :page page (default to 0) @option opts [Integer] :size size (default to 25) @return [PageAccountPermissionVO]
# File lib/nucleus_api/api/account_api.rb, line 1133 def get_all_account_permission_using_get(opts = {}) data, _status_code, _headers = get_all_account_permission_using_get_with_http_info(opts) data end
List all account permission List all account permission @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending @option opts [String] :filter filter @option opts [String] :order_by order_by @option opts [Integer] :page page @option opts [Integer] :size size @return [Array<(PageAccountPermissionVO
, Fixnum, Hash)>] PageAccountPermissionVO
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 1147 def get_all_account_permission_using_get_with_http_info(opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.get_all_account_permission_using_get ...' end # resource path local_var_path = '/nucleus/v1/account_permission' # query parameters query_params = {} query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil? query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil? query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil? query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil? query_params[:'size'] = opts[:'size'] if !opts[:'size'].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 => 'PageAccountPermissionVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#get_all_account_permission_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
List all account holdings Get information for all the securities that are currently being held by an account. @param account_id UUID account_id @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending (default to false) @option opts [String] :currency_conversion USD @option opts [Date] :end_date end date @option opts [String] :filter filter @option opts [BOOLEAN] :get_latest true or false @option opts [String] :order_by order_by (default to date) @option opts [Integer] :page page (default to 0) @option opts [Integer] :size size (default to 25) @option opts [Date] :start_date start date @return [PagePortfolioHoldingAgg]
# File lib/nucleus_api/api/account_api.rb, line 1199 def get_portfolio_holding_agg_all_using_get(account_id, opts = {}) data, _status_code, _headers = get_portfolio_holding_agg_all_using_get_with_http_info(account_id, opts) data end
List all account holdings Get information for all the securities that are currently being held by an account. @param account_id UUID account_id @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending @option opts [String] :currency_conversion USD @option opts [Date] :end_date end date @option opts [String] :filter filter @option opts [BOOLEAN] :get_latest true or false @option opts [String] :order_by order_by @option opts [Integer] :page page @option opts [Integer] :size size @option opts [Date] :start_date start date @return [Array<(PagePortfolioHoldingAgg
, Fixnum, Hash)>] PagePortfolioHoldingAgg
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 1218 def get_portfolio_holding_agg_all_using_get_with_http_info(account_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.get_portfolio_holding_agg_all_using_get ...' end # verify the required parameter 'account_id' is set if @api_client.config.client_side_validation && account_id.nil? fail ArgumentError, "Missing the required parameter 'account_id' when calling AccountApi.get_portfolio_holding_agg_all_using_get" end # resource path local_var_path = '/nucleus/v1/account/{account_id}/holding'.sub('{' + 'account_id' + '}', account_id.to_s) # query parameters query_params = {} query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil? query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil? query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil? query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil? query_params[:'get_latest'] = opts[:'get_latest'] if !opts[:'get_latest'].nil? query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil? query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil? query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil? query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].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 => 'PagePortfolioHoldingAgg') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#get_portfolio_holding_agg_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
List all account transactions Get the information for all transactions for an account. @param account_id UUID account_id @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending (default to false) @option opts [String] :currency_conversion USD @option opts [Date] :end_date end date @option opts [String] :filter filter @option opts [String] :order_by order_by (default to update_date) @option opts [Integer] :page page (default to 0) @option opts [Integer] :size size (default to 25) @option opts [Date] :start_date start date @return [PagePortfolioTransaction]
# File lib/nucleus_api/api/account_api.rb, line 1277 def get_portfolio_transaction_agg_all_using_get(account_id, opts = {}) data, _status_code, _headers = get_portfolio_transaction_agg_all_using_get_with_http_info(account_id, opts) data end
List all account transactions Get the information for all transactions for an account. @param account_id UUID account_id @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending @option opts [String] :currency_conversion USD @option opts [Date] :end_date end date @option opts [String] :filter filter @option opts [String] :order_by order_by @option opts [Integer] :page page @option opts [Integer] :size size @option opts [Date] :start_date start date @return [Array<(PagePortfolioTransaction
, Fixnum, Hash)>] PagePortfolioTransaction
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 1295 def get_portfolio_transaction_agg_all_using_get_with_http_info(account_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.get_portfolio_transaction_agg_all_using_get ...' end # verify the required parameter 'account_id' is set if @api_client.config.client_side_validation && account_id.nil? fail ArgumentError, "Missing the required parameter 'account_id' when calling AccountApi.get_portfolio_transaction_agg_all_using_get" end # resource path local_var_path = '/nucleus/v1/account/{account_id}/transaction'.sub('{' + 'account_id' + '}', account_id.to_s) # query parameters query_params = {} query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil? query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil? query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil? query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil? query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil? query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil? query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil? query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].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 => 'PagePortfolioTransaction') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#get_portfolio_transaction_agg_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Subscribe an account After creating an account, you may create portfolios for the account to track a client’s investment, savings, or insurance products. @param account_id UUID account_id @param alloc_request allocRequest @param [Hash] opts the optional parameters @return [Array<Portfolio>]
# File lib/nucleus_api/api/account_api.rb, line 1400 def subscribe_account_using_post(account_id, alloc_request, opts = {}) data, _status_code, _headers = subscribe_account_using_post_with_http_info(account_id, alloc_request, opts) data end
Subscribe an account After creating an account, you may create portfolios for the account to track a client’s investment, savings, or insurance products. @param account_id UUID account_id @param alloc_request allocRequest @param [Hash] opts the optional parameters @return [Array<(Array<Portfolio>, Fixnum, Hash)>] Array<Portfolio> data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 1411 def subscribe_account_using_post_with_http_info(account_id, alloc_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.subscribe_account_using_post ...' end # verify the required parameter 'account_id' is set if @api_client.config.client_side_validation && account_id.nil? fail ArgumentError, "Missing the required parameter 'account_id' when calling AccountApi.subscribe_account_using_post" end # verify the required parameter 'alloc_request' is set if @api_client.config.client_side_validation && alloc_request.nil? fail ArgumentError, "Missing the required parameter 'alloc_request' when calling AccountApi.subscribe_account_using_post" end # resource path local_var_path = '/nucleus/v1/account/{account_id}/subscribe'.sub('{' + 'account_id' + '}', account_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(alloc_request) 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 => 'Array<Portfolio>') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#subscribe_account_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Update an account allocation Update the information for an account-allocation mapping. @param account_allocation_id UUID account_allocation_id @param account_allocation_mapping account_allocation_mapping @param [Hash] opts the optional parameters @return [AccountAllocationMapping]
# File lib/nucleus_api/api/account_api.rb, line 1460 def update_account_allocation_mapping_using_put(account_allocation_id, account_allocation_mapping, opts = {}) data, _status_code, _headers = update_account_allocation_mapping_using_put_with_http_info(account_allocation_id, account_allocation_mapping, opts) data end
Update an account allocation Update the information for an account-allocation mapping. @param account_allocation_id UUID account_allocation_id @param account_allocation_mapping account_allocation_mapping @param [Hash] opts the optional parameters @return [Array<(AccountAllocationMapping
, Fixnum, Hash)>] AccountAllocationMapping
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 1471 def update_account_allocation_mapping_using_put_with_http_info(account_allocation_id, account_allocation_mapping, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.update_account_allocation_mapping_using_put ...' end # verify the required parameter 'account_allocation_id' is set if @api_client.config.client_side_validation && account_allocation_id.nil? fail ArgumentError, "Missing the required parameter 'account_allocation_id' when calling AccountApi.update_account_allocation_mapping_using_put" end # verify the required parameter 'account_allocation_mapping' is set if @api_client.config.client_side_validation && account_allocation_mapping.nil? fail ArgumentError, "Missing the required parameter 'account_allocation_mapping' when calling AccountApi.update_account_allocation_mapping_using_put" end # resource path local_var_path = '/nucleus/v1/account_allocation/{account_allocation_id}'.sub('{' + 'account_allocation_id' + '}', account_allocation_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(account_allocation_mapping) 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 => 'AccountAllocationMapping') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#update_account_allocation_mapping_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Update an account status Update an account status record for an account. @param account_status account_status @param account_status_id UUID account_status_id @param [Hash] opts the optional parameters @return [AccountStatus]
# File lib/nucleus_api/api/account_api.rb, line 1520 def update_account_status_using_put(account_status, account_status_id, opts = {}) data, _status_code, _headers = update_account_status_using_put_with_http_info(account_status, account_status_id, opts) data end
Update an account status Update an account status record for an account. @param account_status account_status @param account_status_id UUID account_status_id @param [Hash] opts the optional parameters @return [Array<(AccountStatus
, Fixnum, Hash)>] AccountStatus
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 1531 def update_account_status_using_put_with_http_info(account_status, account_status_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.update_account_status_using_put ...' end # verify the required parameter 'account_status' is set if @api_client.config.client_side_validation && account_status.nil? fail ArgumentError, "Missing the required parameter 'account_status' when calling AccountApi.update_account_status_using_put" end # verify the required parameter 'account_status_id' is set if @api_client.config.client_side_validation && account_status_id.nil? fail ArgumentError, "Missing the required parameter 'account_status_id' when calling AccountApi.update_account_status_using_put" end # resource path local_var_path = '/nucleus/v1/account_status/{account_status_id}'.sub('{' + 'account_status_id' + '}', account_status_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(account_status) 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 => 'AccountStatus') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#update_account_status_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Update an account type Update the information for a possible account type defined for your firm. @param account_type account_type @param account_type_id UUID account_type_id @param [Hash] opts the optional parameters @return [AccountType]
# File lib/nucleus_api/api/account_api.rb, line 1580 def update_account_type_using_put(account_type, account_type_id, opts = {}) data, _status_code, _headers = update_account_type_using_put_with_http_info(account_type, account_type_id, opts) data end
Update an account type Update the information for a possible account type defined for your firm. @param account_type account_type @param account_type_id UUID account_type_id @param [Hash] opts the optional parameters @return [Array<(AccountType
, Fixnum, Hash)>] AccountType
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 1591 def update_account_type_using_put_with_http_info(account_type, account_type_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.update_account_type_using_put ...' end # verify the required parameter 'account_type' is set if @api_client.config.client_side_validation && account_type.nil? fail ArgumentError, "Missing the required parameter 'account_type' when calling AccountApi.update_account_type_using_put" end # verify the required parameter 'account_type_id' is set if @api_client.config.client_side_validation && account_type_id.nil? fail ArgumentError, "Missing the required parameter 'account_type_id' when calling AccountApi.update_account_type_using_put" end # resource path local_var_path = '/nucleus/v1/account_type/{account_type_id}'.sub('{' + 'account_type_id' + '}', account_type_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(account_type) 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 => 'AccountType') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#update_account_type_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Update an account Update the information for an account. @param account account @param account_id UUID account_id @param [Hash] opts the optional parameters @return [Account]
# File lib/nucleus_api/api/account_api.rb, line 1640 def update_account_using_put(account, account_id, opts = {}) data, _status_code, _headers = update_account_using_put_with_http_info(account, account_id, opts) data end
Update an account Update the information for an account. @param account account @param account_id UUID account_id @param [Hash] opts the optional parameters @return [Array<(Account
, Fixnum, Hash)>] Account
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 1651 def update_account_using_put_with_http_info(account, account_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.update_account_using_put ...' end # verify the required parameter 'account' is set if @api_client.config.client_side_validation && account.nil? fail ArgumentError, "Missing the required parameter 'account' when calling AccountApi.update_account_using_put" end # verify the required parameter 'account_id' is set if @api_client.config.client_side_validation && account_id.nil? fail ArgumentError, "Missing the required parameter 'account_id' when calling AccountApi.update_account_using_put" end # resource path local_var_path = '/nucleus/v1/account/{account_id}'.sub('{' + 'account_id' + '}', account_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(account) 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 => 'Account') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#update_account_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Update an account permission Update an account permission @param account_id account_id @param acl_client_permission_vo aclClientPermissionVO @param [Hash] opts the optional parameters @return [AccountPermissionVO]
# File lib/nucleus_api/api/account_api.rb, line 1700 def update_client_account_permission_using_put(account_id, acl_client_permission_vo, opts = {}) data, _status_code, _headers = update_client_account_permission_using_put_with_http_info(account_id, acl_client_permission_vo, opts) data end
Update an account permission Update an account permission @param account_id account_id @param acl_client_permission_vo aclClientPermissionVO @param [Hash] opts the optional parameters @return [Array<(AccountPermissionVO
, Fixnum, Hash)>] AccountPermissionVO
data, response status code and response headers
# File lib/nucleus_api/api/account_api.rb, line 1711 def update_client_account_permission_using_put_with_http_info(account_id, acl_client_permission_vo, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: AccountApi.update_client_account_permission_using_put ...' end # verify the required parameter 'account_id' is set if @api_client.config.client_side_validation && account_id.nil? fail ArgumentError, "Missing the required parameter 'account_id' when calling AccountApi.update_client_account_permission_using_put" end # verify the required parameter 'acl_client_permission_vo' is set if @api_client.config.client_side_validation && acl_client_permission_vo.nil? fail ArgumentError, "Missing the required parameter 'acl_client_permission_vo' when calling AccountApi.update_client_account_permission_using_put" end # resource path local_var_path = '/nucleus/v1/account_permission/{account_id}'.sub('{' + 'account_id' + '}', account_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(acl_client_permission_vo) 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 => 'AccountPermissionVO') if @api_client.config.debugging @api_client.config.logger.debug "API called: AccountApi#update_client_account_permission_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end