Class: MoneyKit::InvestmentsApi

Inherits:
Object
  • Object
show all
Defined in:
lib/moneykit/api/investments_api.rb

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(api_client = ApiClient.default) ⇒ InvestmentsApi

Returns a new instance of InvestmentsApi.



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# File 'lib/moneykit/api/investments_api.rb', line 19

def initialize(api_client = ApiClient.default)
  @api_client = api_client
end

Instance Attribute Details

#api_client ⇒ Object

Returns the value of attribute api_client.



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# File 'lib/moneykit/api/investments_api.rb', line 17

def api_client
  @api_client
end

Instance Method Details

#get_holdings(id, opts = {}) ⇒ GetHoldingsResponse

/links/id/investments/holdings Returns holdings for the investment accounts associated with a <a href=#tag/Links>link</a>. <p>Note that this endpoint does not trigger a fetch of holdings from the institution; it merely returns holdings that have already been fetched. **To force a check for new/updated owner information, you must use the <a href=#operation/refresh_products>/products</a> endpoint.** <p>If you have requested prefetch or an on-demand update, you should check the ‘refreshed_at` date for this product in the returned response, and compare that against the previous `refreshed_at` date, which you can get from any previous response for this or any other account or link request. If the refreshed_at date has not increased, then updated data is not yet available.

Parameters:

  • id (String) —

    The unique ID for this link.

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :account_ids (Array<String>) —

    An optional list of account IDs to filter the results.

Returns:



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# File 'lib/moneykit/api/investments_api.rb', line 28

def get_holdings(id, opts = {})
  data, _status_code, _headers = get_holdings_with_http_info(id, opts)
  data
end

#get_holdings_with_http_info(id, opts = {}) ⇒ Array<(GetHoldingsResponse, Integer, Hash)>

/links/id/investments/holdings Returns holdings for the investment accounts associated with a &lt;a href&#x3D;#tag/Links&gt;link&lt;/a&gt;. &lt;p&gt;Note that this endpoint does not trigger a fetch of holdings from the institution; it merely returns holdings that have already been fetched. **To force a check for new/updated owner information, you must use the &lt;a href&#x3D;#operation/refresh_products&gt;/products&lt;/a&gt; endpoint.** &lt;p&gt;If you have requested prefetch or an on-demand update, you should check the &#x60;refreshed_at&#x60; date for this product in the returned response, and compare that against the previous &#x60;refreshed_at&#x60; date, which you can get from any previous response for this or any other account or link request. If the refreshed_at date has not increased, then updated data is not yet available.

Parameters:

  • id (String) —

    The unique ID for this link.

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :account_ids (Array<String>) —

    An optional list of account IDs to filter the results.

Returns:

  • (Array<(GetHoldingsResponse, Integer, Hash)>) —

    GetHoldingsResponse data, response status code and response headers



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# File 'lib/moneykit/api/investments_api.rb', line 39

def get_holdings_with_http_info(id, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: InvestmentsApi.get_holdings ...'
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling InvestmentsApi.get_holdings"
  end
  # resource path
  local_var_path = '/links/{id}/investments/holdings'.sub('{' + 'id' + '}', CGI.escape(id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}
  query_params[:'account_ids'] = @api_client.build_collection_param(opts[:'account_ids'], :multi) if !opts[:'account_ids'].nil?

  # header parameters
  header_params = opts[:header_params] || {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body]

  # return_type
  return_type = opts[:debug_return_type] || 'GetHoldingsResponse'

  # auth_names
  auth_names = opts[:debug_auth_names] || ['OAuth2ClientCredentials']

  new_options = opts.merge(
    :operation => :"InvestmentsApi.get_holdings",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: InvestmentsApi#get_holdings\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_investment_transactions(id, opts = {}) ⇒ GetInvestmentTransactionsResponse

/links/id/investments/transactions Returns investment transactions for the accounts associated with a <a href=#tag/Links>link</a>. Results are paginated, and returned in reverse chronological order. <p>Note that this endpoint does not trigger a fetch of transactions from the institution; it merely returns transactions that have already been fetched. **To force a check for new/updated owner information, you must use the <a href=#operation/refresh_products>/products</a> endpoint.** <p>If you have requested prefetch or an on-demand update, you should check the ‘refreshed_at` date for this product in the returned response, and compare that against the previous `refreshed_at` date, which you can get from any previous response for this or any other account or link request. If the refreshed_at date has not increased, then updated data is not yet available.

Parameters:

  • id (String) —

    The unique ID for this link.

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :account_ids (Array<String>) —

    An optional list of account IDs to filter the results.

  • :page (Integer) —

    The page number to return. (default to 1)

  • :size (Integer) —

    The number of items to return per page. (default to 50)

  • :start_date (Date) —

    The earliest date for which data should be returned, formatted as YYYY-MM-DD.

  • :end_date (Date) —

    The latest date for which data should be returned, formatted as YYYY-MM-DD.

Returns:



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# File 'lib/moneykit/api/investments_api.rb', line 98

def get_investment_transactions(id, opts = {})
  data, _status_code, _headers = get_investment_transactions_with_http_info(id, opts)
  data
end

#get_investment_transactions_with_http_info(id, opts = {}) ⇒ Array<(GetInvestmentTransactionsResponse, Integer, Hash)>

/links/id/investments/transactions Returns investment transactions for the accounts associated with a &lt;a href&#x3D;#tag/Links&gt;link&lt;/a&gt;. Results are paginated, and returned in reverse chronological order. &lt;p&gt;Note that this endpoint does not trigger a fetch of transactions from the institution; it merely returns transactions that have already been fetched. **To force a check for new/updated owner information, you must use the &lt;a href&#x3D;#operation/refresh_products&gt;/products&lt;/a&gt; endpoint.** &lt;p&gt;If you have requested prefetch or an on-demand update, you should check the &#x60;refreshed_at&#x60; date for this product in the returned response, and compare that against the previous &#x60;refreshed_at&#x60; date, which you can get from any previous response for this or any other account or link request. If the refreshed_at date has not increased, then updated data is not yet available.

Parameters:

  • id (String) —

    The unique ID for this link.

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :account_ids (Array<String>) —

    An optional list of account IDs to filter the results.

  • :page (Integer) —

    The page number to return. (default to 1)

  • :size (Integer) —

    The number of items to return per page. (default to 50)

  • :start_date (Date) —

    The earliest date for which data should be returned, formatted as YYYY-MM-DD.

  • :end_date (Date) —

    The latest date for which data should be returned, formatted as YYYY-MM-DD.

Returns:



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# File 'lib/moneykit/api/investments_api.rb', line 113

def get_investment_transactions_with_http_info(id, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: InvestmentsApi.get_investment_transactions ...'
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling InvestmentsApi.get_investment_transactions"
  end
  if @api_client.config.client_side_validation && !opts[:'page'].nil? && opts[:'page'] < 1
    fail ArgumentError, 'invalid value for "opts[:"page"]" when calling InvestmentsApi.get_investment_transactions, must be greater than or equal to 1.'
  end

  if @api_client.config.client_side_validation && !opts[:'size'].nil? && opts[:'size'] > 500
    fail ArgumentError, 'invalid value for "opts[:"size"]" when calling InvestmentsApi.get_investment_transactions, must be smaller than or equal to 500.'
  end

  if @api_client.config.client_side_validation && !opts[:'size'].nil? && opts[:'size'] < 1
    fail ArgumentError, 'invalid value for "opts[:"size"]" when calling InvestmentsApi.get_investment_transactions, must be greater than or equal to 1.'
  end

  # resource path
  local_var_path = '/links/{id}/investments/transactions'.sub('{' + 'id' + '}', CGI.escape(id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}
  query_params[:'account_ids'] = @api_client.build_collection_param(opts[:'account_ids'], :multi) if !opts[:'account_ids'].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?
  query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?

  # header parameters
  header_params = opts[:header_params] || {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body]

  # return_type
  return_type = opts[:debug_return_type] || 'GetInvestmentTransactionsResponse'

  # auth_names
  auth_names = opts[:debug_auth_names] || ['OAuth2ClientCredentials']

  new_options = opts.merge(
    :operation => :"InvestmentsApi.get_investment_transactions",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: InvestmentsApi#get_investment_transactions\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end