Class: SnapTrade::Account

Inherits:
Object
  • Object
show all
Defined in:
lib/snaptrade/models/account.rb

Overview

A single account at a brokerage.

Instance Attribute Summary collapse

Class Method Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(attributes = {}) ⇒ Account

Initializes the object

Parameters:

  • attributes (Hash) (defaults to: {}) —

    Model attributes in the form of hash



124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
 
# File 'lib/snaptrade/models/account.rb', line 124

def initialize(attributes = {})
  if (!attributes.is_a?(Hash))
    fail ArgumentError, "The input argument (attributes) must be a hash in `SnapTrade::Account` initialize method"
  end

  # check to see if the attribute exists and convert string to symbol for hash key
  attributes = attributes.each_with_object({}) { |(k, v), h|
    if (!self.class.attribute_map.key?(k.to_sym))
      fail ArgumentError, "`#{k}` is not a valid attribute in `SnapTrade::Account`. Please check the name to make sure it's valid. List of attributes: " + self.class.attribute_map.keys.inspect
    end
    h[k.to_sym] = v
  }

  if attributes.key?(:'id')
    self.id = attributes[:'id']
  end

  if attributes.key?(:'brokerage_authorization')
    self.brokerage_authorization = attributes[:'brokerage_authorization']
  end

  if attributes.key?(:'name')
    self.name = attributes[:'name']
  end

  if attributes.key?(:'number')
    self.number = attributes[:'number']
  end

  if attributes.key?(:'institution_name')
    self.institution_name = attributes[:'institution_name']
  end

  if attributes.key?(:'created_date')
    self.created_date = attributes[:'created_date']
  end

  if attributes.key?(:'funding_date')
    self.funding_date = attributes[:'funding_date']
  end

  if attributes.key?(:'opening_date')
    self.opening_date = attributes[:'opening_date']
  end

  if attributes.key?(:'sync_status')
    self.sync_status = attributes[:'sync_status']
  end

  if attributes.key?(:'balance')
    self.balance = attributes[:'balance']
  end

  if attributes.key?(:'status')
    self.status = attributes[:'status']
  end

  if attributes.key?(:'raw_type')
    self.raw_type = attributes[:'raw_type']
  end

  if attributes.key?(:'meta')
    if (value = attributes[:'meta']).is_a?(Hash)
      self.meta = value
    end
  end

  if attributes.key?(:'portfolio_group')
    self.portfolio_group = attributes[:'portfolio_group']
  end

  if attributes.key?(:'cash_restrictions')
    if (value = attributes[:'cash_restrictions']).is_a?(Array)
      self.cash_restrictions = value
    end
  end

  if attributes.key?(:'is_paper')
    self.is_paper = attributes[:'is_paper']
  end
end

Instance Attribute Details

#balance ⇒ Object

Returns the value of attribute balance.



42
43
44
 
# File 'lib/snaptrade/models/account.rb', line 42

def balance
  @balance
end

#brokerage_authorization ⇒ Object

Unique identifier for the connection. This is the UUID used to reference the connection in SnapTrade.



20
21
22
 
# File 'lib/snaptrade/models/account.rb', line 20

def brokerage_authorization
  @brokerage_authorization
end

#cash_restrictions ⇒ Object

This field is deprecated.



57
58
59
 
# File 'lib/snaptrade/models/account.rb', line 57

def cash_restrictions
  @cash_restrictions
end

#created_date ⇒ Object

Timestamp in [ISO 8601](en.wikipedia.org/wiki/ISO_8601) format indicating when the account was created in SnapTrade. This is not the account opening date at the brokerage.



32
33
34
 
# File 'lib/snaptrade/models/account.rb', line 32

def created_date
  @created_date
end

#funding_date ⇒ Object

Timestamp in [ISO 8601](en.wikipedia.org/wiki/ISO_8601) format indicating when the account was funded.



35
36
37
 
# File 'lib/snaptrade/models/account.rb', line 35

def funding_date
  @funding_date
end

#id ⇒ Object

Unique identifier for the connected brokerage account. This is the UUID used to reference the account in SnapTrade. This ID should not change for as long as the connection stays active. If the connection is deleted and re-added, a new account ID will be generated.



17
18
19
 
# File 'lib/snaptrade/models/account.rb', line 17

def id
  @id
end

#institution_name ⇒ Object

The name of the brokerage that holds the account.



29
30
31
 
# File 'lib/snaptrade/models/account.rb', line 29

def institution_name
  @institution_name
end

#is_paper ⇒ Object

Indicates whether the account is a paper (simulated) trading account.



60
61
62
 
# File 'lib/snaptrade/models/account.rb', line 60

def is_paper
  @is_paper
end

#meta ⇒ Object

Additional information about the account, such as account type, status, etc. This information is specific to the brokerage and there’s no standard format for this data. This field is deprecated and subject to removal in a future version.



51
52
53
 
# File 'lib/snaptrade/models/account.rb', line 51

def meta
  @meta
end

#name ⇒ Object

A display name for the account. Either assigned by the user or by the brokerage itself. For certain brokerages, SnapTrade appends the brokerage name to the account name for clarity.



23
24
25
 
# File 'lib/snaptrade/models/account.rb', line 23

def name
  @name
end

#number ⇒ Object

The account number assigned by the brokerage. For some brokerages, this field may be masked for security reasons.



26
27
28
 
# File 'lib/snaptrade/models/account.rb', line 26

def number
  @number
end

#opening_date ⇒ Object

Timestamp in [ISO 8601](en.wikipedia.org/wiki/ISO_8601) format indicating when the account was opened at the brokerage.



38
39
40
 
# File 'lib/snaptrade/models/account.rb', line 38

def opening_date
  @opening_date
end

#portfolio_group ⇒ Object

Portfolio Group ID. Portfolio Groups have been deprecated. Please contact support if you have a usecase for it.



54
55
56
 
# File 'lib/snaptrade/models/account.rb', line 54

def portfolio_group
  @portfolio_group
end

#raw_type ⇒ Object

The account type as provided by the brokerage



48
49
50
 
# File 'lib/snaptrade/models/account.rb', line 48

def raw_type
  @raw_type
end

#status ⇒ Object

The current status of the account. Can be either "open", "closed", "archived" or null if the status is unknown or not provided by the brokerage.



45
46
47
 
# File 'lib/snaptrade/models/account.rb', line 45

def status
  @status
end

#sync_status ⇒ Object

Returns the value of attribute sync_status.



40
41
42
 
# File 'lib/snaptrade/models/account.rb', line 40

def sync_status
  @sync_status
end

Class Method Details

.acceptable_attributes ⇒ Object

Returns all the JSON keys this model knows about



85
86
87
 
# File 'lib/snaptrade/models/account.rb', line 85

def self.acceptable_attributes
  attribute_map.values
end

.attribute_map ⇒ Object

Attribute mapping from ruby-style variable name to JSON key.



63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
 
# File 'lib/snaptrade/models/account.rb', line 63

def self.attribute_map
  {
    :'id' => :'id',
    :'brokerage_authorization' => :'brokerage_authorization',
    :'name' => :'name',
    :'number' => :'number',
    :'institution_name' => :'institution_name',
    :'created_date' => :'created_date',
    :'funding_date' => :'funding_date',
    :'opening_date' => :'opening_date',
    :'sync_status' => :'sync_status',
    :'balance' => :'balance',
    :'status' => :'status',
    :'raw_type' => :'raw_type',
    :'meta' => :'meta',
    :'portfolio_group' => :'portfolio_group',
    :'cash_restrictions' => :'cash_restrictions',
    :'is_paper' => :'is_paper'
  }
end

.build_from_hash(attributes) ⇒ Object

Builds the object from hash

Parameters:

  • attributes (Hash) —

    Model attributes in the form of hash

Returns:

  • (Object) —

    Returns the model itself



297
298
299
 
# File 'lib/snaptrade/models/account.rb', line 297

def self.build_from_hash(attributes)
  new.build_from_hash(attributes)
end

.openapi_nullable ⇒ Object

List of attributes with nullable: true



112
113
114
115
116
117
118
119
120
 
# File 'lib/snaptrade/models/account.rb', line 112

def self.openapi_nullable
  Set.new([
    :'name',
    :'funding_date',
    :'opening_date',
    :'status',
    :'raw_type',
  ])
end

.openapi_types ⇒ Object

Attribute type mapping.



90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
 
# File 'lib/snaptrade/models/account.rb', line 90

def self.openapi_types
  {
    :'id' => :'String',
    :'brokerage_authorization' => :'String',
    :'name' => :'String',
    :'number' => :'String',
    :'institution_name' => :'String',
    :'created_date' => :'Time',
    :'funding_date' => :'Time',
    :'opening_date' => :'Time',
    :'sync_status' => :'AccountSyncStatus',
    :'balance' => :'AccountBalance',
    :'status' => :'AccountStatus',
    :'raw_type' => :'String',
    :'meta' => :'Hash<String, Object>',
    :'portfolio_group' => :'String',
    :'cash_restrictions' => :'Array<String>',
    :'is_paper' => :'Boolean'
  }
end

Instance Method Details

#==(o) ⇒ Object

Checks equality by comparing each attribute.

Parameters:

  • Object (Object) —

    to be compared



261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
 
# File 'lib/snaptrade/models/account.rb', line 261

def ==(o)
  return true if self.equal?(o)
  self.class == o.class &&
      id == o.id &&
      brokerage_authorization == o.brokerage_authorization &&
      name == o.name &&
      number == o.number &&
      institution_name == o.institution_name &&
      created_date == o.created_date &&
      funding_date == o.funding_date &&
      opening_date == o.opening_date &&
      sync_status == o.sync_status &&
      balance == o.balance &&
      status == o.status &&
      raw_type == o.raw_type &&
      meta == o.meta &&
      portfolio_group == o.portfolio_group &&
      cash_restrictions == o.cash_restrictions &&
      is_paper == o.is_paper
end

#_deserialize(type, value) ⇒ Object

Deserializes the data based on type

Parameters:

  • string —

    type Data type

  • string —

    value Value to be deserialized

Returns:

  • (Object) —

    Deserialized data



328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
 
# File 'lib/snaptrade/models/account.rb', line 328

def _deserialize(type, value)
  case type.to_sym
  when :Time
    Time.parse(value)
  when :Date
    Date.parse(value)
  when :String
    value.to_s
  when :Integer
    value.to_i
  when :Float
    value.to_f
  when :Boolean
    if value.to_s =~ /\A(true|t|yes|y|1)\z/i
      true
    else
      false
    end
  when :Object
    # generic object (usually a Hash), return directly
    value
  when /\AArray<(?<inner_type>.+)>\z/
    inner_type = Regexp.last_match[:inner_type]
    value.map { |v| _deserialize(inner_type, v) }
  when /\AHash<(?<k_type>.+?), (?<v_type>.+)>\z/
    k_type = Regexp.last_match[:k_type]
    v_type = Regexp.last_match[:v_type]
    {}.tap do |hash|
      value.each do |k, v|
        hash[_deserialize(k_type, k)] = _deserialize(v_type, v)
      end
    end
  else # model
    # models (e.g. Pet) or oneOf
    klass = SnapTrade.const_get(type)
    klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
  end
end

#_to_hash(value) ⇒ Hash

Outputs non-array value in the form of hash For object, use to_hash. Otherwise, just return the value

Parameters:

  • value (Object) —

    Any valid value

Returns:

  • (Hash) —

    Returns the value in the form of hash



399
400
401
402
403
404
405
406
407
408
409
410
411
 
# File 'lib/snaptrade/models/account.rb', line 399

def _to_hash(value)
  if value.is_a?(Array)
    value.compact.map { |v| _to_hash(v) }
  elsif value.is_a?(Hash)
    {}.tap do |hash|
      value.each { |k, v| hash[k] = _to_hash(v) }
    end
  elsif value.respond_to? :to_hash
    value.to_hash
  else
    value
  end
end

#build_from_hash(attributes) ⇒ Object

Builds the object from hash

Parameters:

  • attributes (Hash) —

    Model attributes in the form of hash

Returns:

  • (Object) —

    Returns the model itself



304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
 
# File 'lib/snaptrade/models/account.rb', line 304

def build_from_hash(attributes)
  return nil unless attributes.is_a?(Hash)
  attributes = attributes.transform_keys(&:to_sym)
  self.class.openapi_types.each_pair do |key, type|
    if attributes[self.class.attribute_map[key]].nil? && self.class.openapi_nullable.include?(key)
      self.send("#{key}=", nil)
    elsif type =~ /\AArray<(.*)>/i
      # check to ensure the input is an array given that the attribute
      # is documented as an array but the input is not
      if attributes[self.class.attribute_map[key]].is_a?(Array)
        self.send("#{key}=", attributes[self.class.attribute_map[key]].map { |v| _deserialize($1, v) })
      end
    elsif !attributes[self.class.attribute_map[key]].nil?
      self.send("#{key}=", _deserialize(type, attributes[self.class.attribute_map[key]]))
    end
  end

  self
end

#eql?(o) ⇒ Boolean

Parameters:

  • Object (Object) —

    to be compared

Returns:

  • (Boolean)

See Also:

  • `==` method


284
285
286
 
# File 'lib/snaptrade/models/account.rb', line 284

def eql?(o)
  self == o
end

#hash ⇒ Integer

Calculates hash code according to all attributes.

Returns:

  • (Integer) —

    Hash code



290
291
292
 
# File 'lib/snaptrade/models/account.rb', line 290

def hash
  [id, brokerage_authorization, name, number, institution_name, created_date, funding_date, opening_date, sync_status, balance, status, raw_type, meta, portfolio_group, cash_restrictions, is_paper].hash
end

#list_invalid_properties ⇒ Object

Show invalid properties with the reasons. Usually used together with valid?

Returns:

  • Array for valid properties with the reasons



208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
 
# File 'lib/snaptrade/models/account.rb', line 208

def list_invalid_properties
  invalid_properties = Array.new
  if @id.nil?
    invalid_properties.push('invalid value for "id", id cannot be nil.')
  end

  if @brokerage_authorization.nil?
    invalid_properties.push('invalid value for "brokerage_authorization", brokerage_authorization cannot be nil.')
  end

  if @number.nil?
    invalid_properties.push('invalid value for "number", number cannot be nil.')
  end

  if @institution_name.nil?
    invalid_properties.push('invalid value for "institution_name", institution_name cannot be nil.')
  end

  if @created_date.nil?
    invalid_properties.push('invalid value for "created_date", created_date cannot be nil.')
  end

  if @sync_status.nil?
    invalid_properties.push('invalid value for "sync_status", sync_status cannot be nil.')
  end

  if @balance.nil?
    invalid_properties.push('invalid value for "balance", balance cannot be nil.')
  end

  if @is_paper.nil?
    invalid_properties.push('invalid value for "is_paper", is_paper cannot be nil.')
  end

  invalid_properties
end

#to_body ⇒ Hash

to_body is an alias to to_hash (backward compatibility)

Returns:

  • (Hash) —

    Returns the object in the form of hash



375
376
377
 
# File 'lib/snaptrade/models/account.rb', line 375

def to_body
  to_hash
end

#to_hash ⇒ Hash

Returns the object in the form of hash

Returns:

  • (Hash) —

    Returns the object in the form of hash



381
382
383
384
385
386
387
388
389
390
391
392
393
 
# File 'lib/snaptrade/models/account.rb', line 381

def to_hash
  hash = {}
  self.class.attribute_map.each_pair do |attr, param|
    value = self.send(attr)
    if value.nil?
      is_nullable = self.class.openapi_nullable.include?(attr)
      next if !is_nullable || (is_nullable && !instance_variable_defined?(:"@#{attr}"))
    end

    hash[param] = _to_hash(value)
  end
  hash
end

#to_s ⇒ String

Returns the string representation of the object

Returns:

  • (String) —

    String presentation of the object



369
370
371
 
# File 'lib/snaptrade/models/account.rb', line 369

def to_s
  to_hash.to_s
end

#valid? ⇒ Boolean

Check to see if the all the properties in the model are valid

Returns:

  • (Boolean) —

    true if the model is valid



247
248
249
250
251
252
253
254
255
256
257
 
# File 'lib/snaptrade/models/account.rb', line 247

def valid?
  return false if @id.nil?
  return false if @brokerage_authorization.nil?
  return false if @number.nil?
  return false if @institution_name.nil?
  return false if @created_date.nil?
  return false if @sync_status.nil?
  return false if @balance.nil?
  return false if @is_paper.nil?
  true
end