# coding: utf-8
"""
LUSID API
FINBOURNE Technology # noqa: E501
Contact: info@finbourne.com
Generated by OpenAPI Generator (https://openapi-generator.tech)
Do not edit the class manually.
"""
import re # noqa: F401
import io
import warnings
from pydantic.v1 import validate_arguments, ValidationError
from typing import overload, Optional, Union, Awaitable
from typing_extensions import Annotated
from datetime import datetime
from pydantic.v1 import Field, StrictStr, conlist, constr, validator
from typing import Optional
from lusid.models.create_reference_portfolio_request import CreateReferencePortfolioRequest
from lusid.models.get_reference_portfolio_constituents_response import GetReferencePortfolioConstituentsResponse
from lusid.models.portfolio import Portfolio
from lusid.models.resource_list_of_constituents_adjustment_header import ResourceListOfConstituentsAdjustmentHeader
from lusid.models.upsert_reference_portfolio_constituents_request import UpsertReferencePortfolioConstituentsRequest
from lusid.models.upsert_reference_portfolio_constituents_response import UpsertReferencePortfolioConstituentsResponse
from lusid.api_client import ApiClient
from lusid.api_response import ApiResponse
from lusid.exceptions import ( # noqa: F401
ApiTypeError,
ApiValueError
)
[docs]
class ReferencePortfolioApi:
"""NOTE: This class is auto generated by OpenAPI Generator
Ref: https://openapi-generator.tech
Do not edit the class manually.
"""
def __init__(self, api_client=None) -> None:
if api_client is None:
api_client = ApiClient.get_default()
self.api_client = api_client
@overload
async def create_reference_portfolio(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope in which to create the reference portfolio.")], create_reference_portfolio_request : Annotated[CreateReferencePortfolioRequest, Field(..., description="The definition of the reference portfolio.")], **kwargs) -> Portfolio: # noqa: E501
...
@overload
def create_reference_portfolio(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope in which to create the reference portfolio.")], create_reference_portfolio_request : Annotated[CreateReferencePortfolioRequest, Field(..., description="The definition of the reference portfolio.")], async_req: Optional[bool]=True, **kwargs) -> Portfolio: # noqa: E501
...
[docs]
@validate_arguments
def create_reference_portfolio(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope in which to create the reference portfolio.")], create_reference_portfolio_request : Annotated[CreateReferencePortfolioRequest, Field(..., description="The definition of the reference portfolio.")], async_req: Optional[bool]=None, **kwargs) -> Union[Portfolio, Awaitable[Portfolio]]: # noqa: E501
"""CreateReferencePortfolio: Create reference portfolio # noqa: E501
Create a reference portfolio in a particular scope. # noqa: E501
This method makes a synchronous HTTP request by default. To make an
asynchronous HTTP request, please pass async_req=True
>>> thread = api.create_reference_portfolio(scope, create_reference_portfolio_request, async_req=True)
>>> result = thread.get()
:param scope: The scope in which to create the reference portfolio. (required)
:type scope: str
:param create_reference_portfolio_request: The definition of the reference portfolio. (required)
:type create_reference_portfolio_request: CreateReferencePortfolioRequest
:param async_req: Whether to execute the request asynchronously.
:type async_req: bool, optional
:param _request_timeout: timeout setting for this request.
If one number provided, it will be total request
timeout. It can also be a pair (tuple) of
(connection, read) timeouts.
:return: Returns the result object.
If the method is called asynchronously,
returns the request thread.
:rtype: Portfolio
"""
kwargs['_return_http_data_only'] = True
if '_preload_content' in kwargs:
message = "Error! Please call the create_reference_portfolio_with_http_info method with `_preload_content` instead and obtain raw data from ApiResponse.raw_data" # noqa: E501
raise ValueError(message)
if async_req is not None:
kwargs['async_req'] = async_req
return self.create_reference_portfolio_with_http_info(scope, create_reference_portfolio_request, **kwargs) # noqa: E501
[docs]
@validate_arguments
def create_reference_portfolio_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope in which to create the reference portfolio.")], create_reference_portfolio_request : Annotated[CreateReferencePortfolioRequest, Field(..., description="The definition of the reference portfolio.")], **kwargs) -> ApiResponse: # noqa: E501
"""CreateReferencePortfolio: Create reference portfolio # noqa: E501
Create a reference portfolio in a particular scope. # noqa: E501
This method makes a synchronous HTTP request by default. To make an
asynchronous HTTP request, please pass async_req=True
>>> thread = api.create_reference_portfolio_with_http_info(scope, create_reference_portfolio_request, async_req=True)
>>> result = thread.get()
:param scope: The scope in which to create the reference portfolio. (required)
:type scope: str
:param create_reference_portfolio_request: The definition of the reference portfolio. (required)
:type create_reference_portfolio_request: CreateReferencePortfolioRequest
:param async_req: Whether to execute the request asynchronously.
:type async_req: bool, optional
:param _preload_content: if False, the ApiResponse.data will
be set to none and raw_data will store the
HTTP response body without reading/decoding.
Default is True.
:type _preload_content: bool, optional
:param _return_http_data_only: response data instead of ApiResponse
object with status code, headers, etc
:type _return_http_data_only: bool, optional
:param _request_timeout: timeout setting for this request. If one
number provided, it will be total request
timeout. It can also be a pair (tuple) of
(connection, read) timeouts.
:param _request_auth: set to override the auth_settings for an a single
request; this effectively ignores the authentication
in the spec for a single request.
:type _request_auth: dict, optional
:type _content_type: string, optional: force content-type for the request
:return: Returns the result object.
If the method is called asynchronously,
returns the request thread.
:rtype: tuple(Portfolio, status_code(int), headers(HTTPHeaderDict))
"""
_params = locals()
_all_params = [
'scope',
'create_reference_portfolio_request'
]
_all_params.extend(
[
'async_req',
'_return_http_data_only',
'_preload_content',
'_request_timeout',
'_request_auth',
'_content_type',
'_headers'
]
)
# validate the arguments
for _key, _val in _params['kwargs'].items():
if _key not in _all_params:
raise ApiTypeError(
"Got an unexpected keyword argument '%s'"
" to method create_reference_portfolio" % _key
)
_params[_key] = _val
del _params['kwargs']
_collection_formats = {}
# process the path parameters
_path_params = {}
if _params['scope']:
_path_params['scope'] = _params['scope']
# process the query parameters
_query_params = []
# process the header parameters
_header_params = dict(_params.get('_headers', {}))
# process the form parameters
_form_params = []
_files = {}
# process the body parameter
_body_params = None
if _params['create_reference_portfolio_request'] is not None:
_body_params = _params['create_reference_portfolio_request']
# set the HTTP header `Accept`
_header_params['Accept'] = self.api_client.select_header_accept(
['text/plain', 'application/json', 'text/json']) # noqa: E501
# set the HTTP header `Content-Type`
_content_types_list = _params.get('_content_type',
self.api_client.select_header_content_type(
['application/json-patch+json', 'application/json', 'text/json', 'application/*+json']))
if _content_types_list:
_header_params['Content-Type'] = _content_types_list
# authentication setting
_auth_settings = ['oauth2'] # noqa: E501
_response_types_map = {
'201': "Portfolio",
'400': "LusidValidationProblemDetails",
}
return self.api_client.call_api(
'/api/referenceportfolios/{scope}', 'POST',
_path_params,
_query_params,
_header_params,
body=_body_params,
post_params=_form_params,
files=_files,
response_types_map=_response_types_map,
auth_settings=_auth_settings,
async_req=_params.get('async_req'),
_return_http_data_only=_params.get('_return_http_data_only'), # noqa: E501
_preload_content=_params.get('_preload_content', True),
_request_timeout=_params.get('_request_timeout'),
collection_formats=_collection_formats,
_request_auth=_params.get('_request_auth'))
@overload
async def get_reference_portfolio_constituents(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the reference portfolio.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective date of the constituents to retrieve. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve constituents. Defaults to return the latest version of each constituent if not specified.")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Instrument' or 'ReferenceHolding' domain to decorate onto constituents. These take the format {domain}/{scope}/{code} e.g. 'Instrument/system/Name' or 'ReferenceHolding/strategy/quantsignal'. Defaults to return all available instrument and reference holding properties if not specified.")] = None, **kwargs) -> GetReferencePortfolioConstituentsResponse: # noqa: E501
...
@overload
def get_reference_portfolio_constituents(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the reference portfolio.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective date of the constituents to retrieve. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve constituents. Defaults to return the latest version of each constituent if not specified.")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Instrument' or 'ReferenceHolding' domain to decorate onto constituents. These take the format {domain}/{scope}/{code} e.g. 'Instrument/system/Name' or 'ReferenceHolding/strategy/quantsignal'. Defaults to return all available instrument and reference holding properties if not specified.")] = None, async_req: Optional[bool]=True, **kwargs) -> GetReferencePortfolioConstituentsResponse: # noqa: E501
...
[docs]
@validate_arguments
def get_reference_portfolio_constituents(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the reference portfolio.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective date of the constituents to retrieve. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve constituents. Defaults to return the latest version of each constituent if not specified.")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Instrument' or 'ReferenceHolding' domain to decorate onto constituents. These take the format {domain}/{scope}/{code} e.g. 'Instrument/system/Name' or 'ReferenceHolding/strategy/quantsignal'. Defaults to return all available instrument and reference holding properties if not specified.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[GetReferencePortfolioConstituentsResponse, Awaitable[GetReferencePortfolioConstituentsResponse]]: # noqa: E501
"""GetReferencePortfolioConstituents: Get reference portfolio constituents # noqa: E501
Get constituents from a reference portfolio at a particular effective time. # noqa: E501
This method makes a synchronous HTTP request by default. To make an
asynchronous HTTP request, please pass async_req=True
>>> thread = api.get_reference_portfolio_constituents(scope, code, effective_at, as_at, property_keys, async_req=True)
>>> result = thread.get()
:param scope: The scope of the reference portfolio. (required)
:type scope: str
:param code: The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio. (required)
:type code: str
:param effective_at: The effective date of the constituents to retrieve. Defaults to the current LUSID system datetime if not specified.
:type effective_at: str
:param as_at: The asAt datetime at which to retrieve constituents. Defaults to return the latest version of each constituent if not specified.
:type as_at: datetime
:param property_keys: A list of property keys from the 'Instrument' or 'ReferenceHolding' domain to decorate onto constituents. These take the format {domain}/{scope}/{code} e.g. 'Instrument/system/Name' or 'ReferenceHolding/strategy/quantsignal'. Defaults to return all available instrument and reference holding properties if not specified.
:type property_keys: List[str]
:param async_req: Whether to execute the request asynchronously.
:type async_req: bool, optional
:param _request_timeout: timeout setting for this request.
If one number provided, it will be total request
timeout. It can also be a pair (tuple) of
(connection, read) timeouts.
:return: Returns the result object.
If the method is called asynchronously,
returns the request thread.
:rtype: GetReferencePortfolioConstituentsResponse
"""
kwargs['_return_http_data_only'] = True
if '_preload_content' in kwargs:
message = "Error! Please call the get_reference_portfolio_constituents_with_http_info method with `_preload_content` instead and obtain raw data from ApiResponse.raw_data" # noqa: E501
raise ValueError(message)
if async_req is not None:
kwargs['async_req'] = async_req
return self.get_reference_portfolio_constituents_with_http_info(scope, code, effective_at, as_at, property_keys, **kwargs) # noqa: E501
[docs]
@validate_arguments
def get_reference_portfolio_constituents_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the reference portfolio.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.")], effective_at : Annotated[Optional[StrictStr], Field(description="The effective date of the constituents to retrieve. Defaults to the current LUSID system datetime if not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve constituents. Defaults to return the latest version of each constituent if not specified.")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Instrument' or 'ReferenceHolding' domain to decorate onto constituents. These take the format {domain}/{scope}/{code} e.g. 'Instrument/system/Name' or 'ReferenceHolding/strategy/quantsignal'. Defaults to return all available instrument and reference holding properties if not specified.")] = None, **kwargs) -> ApiResponse: # noqa: E501
"""GetReferencePortfolioConstituents: Get reference portfolio constituents # noqa: E501
Get constituents from a reference portfolio at a particular effective time. # noqa: E501
This method makes a synchronous HTTP request by default. To make an
asynchronous HTTP request, please pass async_req=True
>>> thread = api.get_reference_portfolio_constituents_with_http_info(scope, code, effective_at, as_at, property_keys, async_req=True)
>>> result = thread.get()
:param scope: The scope of the reference portfolio. (required)
:type scope: str
:param code: The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio. (required)
:type code: str
:param effective_at: The effective date of the constituents to retrieve. Defaults to the current LUSID system datetime if not specified.
:type effective_at: str
:param as_at: The asAt datetime at which to retrieve constituents. Defaults to return the latest version of each constituent if not specified.
:type as_at: datetime
:param property_keys: A list of property keys from the 'Instrument' or 'ReferenceHolding' domain to decorate onto constituents. These take the format {domain}/{scope}/{code} e.g. 'Instrument/system/Name' or 'ReferenceHolding/strategy/quantsignal'. Defaults to return all available instrument and reference holding properties if not specified.
:type property_keys: List[str]
:param async_req: Whether to execute the request asynchronously.
:type async_req: bool, optional
:param _preload_content: if False, the ApiResponse.data will
be set to none and raw_data will store the
HTTP response body without reading/decoding.
Default is True.
:type _preload_content: bool, optional
:param _return_http_data_only: response data instead of ApiResponse
object with status code, headers, etc
:type _return_http_data_only: bool, optional
:param _request_timeout: timeout setting for this request. If one
number provided, it will be total request
timeout. It can also be a pair (tuple) of
(connection, read) timeouts.
:param _request_auth: set to override the auth_settings for an a single
request; this effectively ignores the authentication
in the spec for a single request.
:type _request_auth: dict, optional
:type _content_type: string, optional: force content-type for the request
:return: Returns the result object.
If the method is called asynchronously,
returns the request thread.
:rtype: tuple(GetReferencePortfolioConstituentsResponse, status_code(int), headers(HTTPHeaderDict))
"""
_params = locals()
_all_params = [
'scope',
'code',
'effective_at',
'as_at',
'property_keys'
]
_all_params.extend(
[
'async_req',
'_return_http_data_only',
'_preload_content',
'_request_timeout',
'_request_auth',
'_content_type',
'_headers'
]
)
# validate the arguments
for _key, _val in _params['kwargs'].items():
if _key not in _all_params:
raise ApiTypeError(
"Got an unexpected keyword argument '%s'"
" to method get_reference_portfolio_constituents" % _key
)
_params[_key] = _val
del _params['kwargs']
_collection_formats = {}
# process the path parameters
_path_params = {}
if _params['scope']:
_path_params['scope'] = _params['scope']
if _params['code']:
_path_params['code'] = _params['code']
# process the query parameters
_query_params = []
if _params.get('effective_at') is not None: # noqa: E501
_query_params.append(('effectiveAt', _params['effective_at']))
if _params.get('as_at') is not None: # noqa: E501
if isinstance(_params['as_at'], datetime):
_query_params.append(('asAt', _params['as_at'].strftime(self.api_client.configuration.datetime_format)))
else:
_query_params.append(('asAt', _params['as_at']))
if _params.get('property_keys') is not None: # noqa: E501
_query_params.append(('propertyKeys', _params['property_keys']))
_collection_formats['propertyKeys'] = 'multi'
# process the header parameters
_header_params = dict(_params.get('_headers', {}))
# process the form parameters
_form_params = []
_files = {}
# process the body parameter
_body_params = None
# set the HTTP header `Accept`
_header_params['Accept'] = self.api_client.select_header_accept(
['text/plain', 'application/json', 'text/json']) # noqa: E501
# authentication setting
_auth_settings = ['oauth2'] # noqa: E501
_response_types_map = {
'200': "GetReferencePortfolioConstituentsResponse",
'400': "LusidValidationProblemDetails",
}
return self.api_client.call_api(
'/api/referenceportfolios/{scope}/{code}/constituents', 'GET',
_path_params,
_query_params,
_header_params,
body=_body_params,
post_params=_form_params,
files=_files,
response_types_map=_response_types_map,
auth_settings=_auth_settings,
async_req=_params.get('async_req'),
_return_http_data_only=_params.get('_return_http_data_only'), # noqa: E501
_preload_content=_params.get('_preload_content', True),
_request_timeout=_params.get('_request_timeout'),
collection_formats=_collection_formats,
_request_auth=_params.get('_request_auth'))
@overload
async def list_constituents_adjustments(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the reference portfolio.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.")], from_effective_at : Annotated[StrictStr, Field(..., description="Events between this time (inclusive) and the toEffectiveAt are returned.")], to_effective_at : Annotated[StrictStr, Field(..., description="Events between this time (inclusive) and the fromEffectiveAt are returned.")], as_at_time : Annotated[Optional[datetime], Field(description="The asAt time for which the result is valid.")] = None, **kwargs) -> ResourceListOfConstituentsAdjustmentHeader: # noqa: E501
...
@overload
def list_constituents_adjustments(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the reference portfolio.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.")], from_effective_at : Annotated[StrictStr, Field(..., description="Events between this time (inclusive) and the toEffectiveAt are returned.")], to_effective_at : Annotated[StrictStr, Field(..., description="Events between this time (inclusive) and the fromEffectiveAt are returned.")], as_at_time : Annotated[Optional[datetime], Field(description="The asAt time for which the result is valid.")] = None, async_req: Optional[bool]=True, **kwargs) -> ResourceListOfConstituentsAdjustmentHeader: # noqa: E501
...
[docs]
@validate_arguments
def list_constituents_adjustments(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the reference portfolio.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.")], from_effective_at : Annotated[StrictStr, Field(..., description="Events between this time (inclusive) and the toEffectiveAt are returned.")], to_effective_at : Annotated[StrictStr, Field(..., description="Events between this time (inclusive) and the fromEffectiveAt are returned.")], as_at_time : Annotated[Optional[datetime], Field(description="The asAt time for which the result is valid.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[ResourceListOfConstituentsAdjustmentHeader, Awaitable[ResourceListOfConstituentsAdjustmentHeader]]: # noqa: E501
"""ListConstituentsAdjustments: List constituents adjustments # noqa: E501
List adjustments made to constituents in a reference portfolio. # noqa: E501
This method makes a synchronous HTTP request by default. To make an
asynchronous HTTP request, please pass async_req=True
>>> thread = api.list_constituents_adjustments(scope, code, from_effective_at, to_effective_at, as_at_time, async_req=True)
>>> result = thread.get()
:param scope: The scope of the reference portfolio. (required)
:type scope: str
:param code: The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio. (required)
:type code: str
:param from_effective_at: Events between this time (inclusive) and the toEffectiveAt are returned. (required)
:type from_effective_at: str
:param to_effective_at: Events between this time (inclusive) and the fromEffectiveAt are returned. (required)
:type to_effective_at: str
:param as_at_time: The asAt time for which the result is valid.
:type as_at_time: datetime
:param async_req: Whether to execute the request asynchronously.
:type async_req: bool, optional
:param _request_timeout: timeout setting for this request.
If one number provided, it will be total request
timeout. It can also be a pair (tuple) of
(connection, read) timeouts.
:return: Returns the result object.
If the method is called asynchronously,
returns the request thread.
:rtype: ResourceListOfConstituentsAdjustmentHeader
"""
kwargs['_return_http_data_only'] = True
if '_preload_content' in kwargs:
message = "Error! Please call the list_constituents_adjustments_with_http_info method with `_preload_content` instead and obtain raw data from ApiResponse.raw_data" # noqa: E501
raise ValueError(message)
if async_req is not None:
kwargs['async_req'] = async_req
return self.list_constituents_adjustments_with_http_info(scope, code, from_effective_at, to_effective_at, as_at_time, **kwargs) # noqa: E501
[docs]
@validate_arguments
def list_constituents_adjustments_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the reference portfolio.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.")], from_effective_at : Annotated[StrictStr, Field(..., description="Events between this time (inclusive) and the toEffectiveAt are returned.")], to_effective_at : Annotated[StrictStr, Field(..., description="Events between this time (inclusive) and the fromEffectiveAt are returned.")], as_at_time : Annotated[Optional[datetime], Field(description="The asAt time for which the result is valid.")] = None, **kwargs) -> ApiResponse: # noqa: E501
"""ListConstituentsAdjustments: List constituents adjustments # noqa: E501
List adjustments made to constituents in a reference portfolio. # noqa: E501
This method makes a synchronous HTTP request by default. To make an
asynchronous HTTP request, please pass async_req=True
>>> thread = api.list_constituents_adjustments_with_http_info(scope, code, from_effective_at, to_effective_at, as_at_time, async_req=True)
>>> result = thread.get()
:param scope: The scope of the reference portfolio. (required)
:type scope: str
:param code: The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio. (required)
:type code: str
:param from_effective_at: Events between this time (inclusive) and the toEffectiveAt are returned. (required)
:type from_effective_at: str
:param to_effective_at: Events between this time (inclusive) and the fromEffectiveAt are returned. (required)
:type to_effective_at: str
:param as_at_time: The asAt time for which the result is valid.
:type as_at_time: datetime
:param async_req: Whether to execute the request asynchronously.
:type async_req: bool, optional
:param _preload_content: if False, the ApiResponse.data will
be set to none and raw_data will store the
HTTP response body without reading/decoding.
Default is True.
:type _preload_content: bool, optional
:param _return_http_data_only: response data instead of ApiResponse
object with status code, headers, etc
:type _return_http_data_only: bool, optional
:param _request_timeout: timeout setting for this request. If one
number provided, it will be total request
timeout. It can also be a pair (tuple) of
(connection, read) timeouts.
:param _request_auth: set to override the auth_settings for an a single
request; this effectively ignores the authentication
in the spec for a single request.
:type _request_auth: dict, optional
:type _content_type: string, optional: force content-type for the request
:return: Returns the result object.
If the method is called asynchronously,
returns the request thread.
:rtype: tuple(ResourceListOfConstituentsAdjustmentHeader, status_code(int), headers(HTTPHeaderDict))
"""
_params = locals()
_all_params = [
'scope',
'code',
'from_effective_at',
'to_effective_at',
'as_at_time'
]
_all_params.extend(
[
'async_req',
'_return_http_data_only',
'_preload_content',
'_request_timeout',
'_request_auth',
'_content_type',
'_headers'
]
)
# validate the arguments
for _key, _val in _params['kwargs'].items():
if _key not in _all_params:
raise ApiTypeError(
"Got an unexpected keyword argument '%s'"
" to method list_constituents_adjustments" % _key
)
_params[_key] = _val
del _params['kwargs']
_collection_formats = {}
# process the path parameters
_path_params = {}
if _params['scope']:
_path_params['scope'] = _params['scope']
if _params['code']:
_path_params['code'] = _params['code']
# process the query parameters
_query_params = []
if _params.get('from_effective_at') is not None: # noqa: E501
_query_params.append(('fromEffectiveAt', _params['from_effective_at']))
if _params.get('to_effective_at') is not None: # noqa: E501
_query_params.append(('toEffectiveAt', _params['to_effective_at']))
if _params.get('as_at_time') is not None: # noqa: E501
if isinstance(_params['as_at_time'], datetime):
_query_params.append(('asAtTime', _params['as_at_time'].strftime(self.api_client.configuration.datetime_format)))
else:
_query_params.append(('asAtTime', _params['as_at_time']))
# process the header parameters
_header_params = dict(_params.get('_headers', {}))
# process the form parameters
_form_params = []
_files = {}
# process the body parameter
_body_params = None
# set the HTTP header `Accept`
_header_params['Accept'] = self.api_client.select_header_accept(
['text/plain', 'application/json', 'text/json']) # noqa: E501
# authentication setting
_auth_settings = ['oauth2'] # noqa: E501
_response_types_map = {
'200': "ResourceListOfConstituentsAdjustmentHeader",
'400': "LusidValidationProblemDetails",
}
return self.api_client.call_api(
'/api/referenceportfolios/{scope}/{code}/constituentsadjustments', 'GET',
_path_params,
_query_params,
_header_params,
body=_body_params,
post_params=_form_params,
files=_files,
response_types_map=_response_types_map,
auth_settings=_auth_settings,
async_req=_params.get('async_req'),
_return_http_data_only=_params.get('_return_http_data_only'), # noqa: E501
_preload_content=_params.get('_preload_content', True),
_request_timeout=_params.get('_request_timeout'),
collection_formats=_collection_formats,
_request_auth=_params.get('_request_auth'))
@overload
async def upsert_reference_portfolio_constituents(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the reference portfolio.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.")], upsert_reference_portfolio_constituents_request : Annotated[UpsertReferencePortfolioConstituentsRequest, Field(..., description="The constituents to upload to the reference portfolio.")], **kwargs) -> UpsertReferencePortfolioConstituentsResponse: # noqa: E501
...
@overload
def upsert_reference_portfolio_constituents(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the reference portfolio.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.")], upsert_reference_portfolio_constituents_request : Annotated[UpsertReferencePortfolioConstituentsRequest, Field(..., description="The constituents to upload to the reference portfolio.")], async_req: Optional[bool]=True, **kwargs) -> UpsertReferencePortfolioConstituentsResponse: # noqa: E501
...
[docs]
@validate_arguments
def upsert_reference_portfolio_constituents(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the reference portfolio.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.")], upsert_reference_portfolio_constituents_request : Annotated[UpsertReferencePortfolioConstituentsRequest, Field(..., description="The constituents to upload to the reference portfolio.")], async_req: Optional[bool]=None, **kwargs) -> Union[UpsertReferencePortfolioConstituentsResponse, Awaitable[UpsertReferencePortfolioConstituentsResponse]]: # noqa: E501
"""UpsertReferencePortfolioConstituents: Upsert reference portfolio constituents # noqa: E501
Add constituents to a reference portfolio. # noqa: E501
This method makes a synchronous HTTP request by default. To make an
asynchronous HTTP request, please pass async_req=True
>>> thread = api.upsert_reference_portfolio_constituents(scope, code, upsert_reference_portfolio_constituents_request, async_req=True)
>>> result = thread.get()
:param scope: The scope of the reference portfolio. (required)
:type scope: str
:param code: The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio. (required)
:type code: str
:param upsert_reference_portfolio_constituents_request: The constituents to upload to the reference portfolio. (required)
:type upsert_reference_portfolio_constituents_request: UpsertReferencePortfolioConstituentsRequest
:param async_req: Whether to execute the request asynchronously.
:type async_req: bool, optional
:param _request_timeout: timeout setting for this request.
If one number provided, it will be total request
timeout. It can also be a pair (tuple) of
(connection, read) timeouts.
:return: Returns the result object.
If the method is called asynchronously,
returns the request thread.
:rtype: UpsertReferencePortfolioConstituentsResponse
"""
kwargs['_return_http_data_only'] = True
if '_preload_content' in kwargs:
message = "Error! Please call the upsert_reference_portfolio_constituents_with_http_info method with `_preload_content` instead and obtain raw data from ApiResponse.raw_data" # noqa: E501
raise ValueError(message)
if async_req is not None:
kwargs['async_req'] = async_req
return self.upsert_reference_portfolio_constituents_with_http_info(scope, code, upsert_reference_portfolio_constituents_request, **kwargs) # noqa: E501
[docs]
@validate_arguments
def upsert_reference_portfolio_constituents_with_http_info(self, scope : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The scope of the reference portfolio.")], code : Annotated[constr(strict=True, max_length=64, min_length=1), Field(..., description="The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.")], upsert_reference_portfolio_constituents_request : Annotated[UpsertReferencePortfolioConstituentsRequest, Field(..., description="The constituents to upload to the reference portfolio.")], **kwargs) -> ApiResponse: # noqa: E501
"""UpsertReferencePortfolioConstituents: Upsert reference portfolio constituents # noqa: E501
Add constituents to a reference portfolio. # noqa: E501
This method makes a synchronous HTTP request by default. To make an
asynchronous HTTP request, please pass async_req=True
>>> thread = api.upsert_reference_portfolio_constituents_with_http_info(scope, code, upsert_reference_portfolio_constituents_request, async_req=True)
>>> result = thread.get()
:param scope: The scope of the reference portfolio. (required)
:type scope: str
:param code: The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio. (required)
:type code: str
:param upsert_reference_portfolio_constituents_request: The constituents to upload to the reference portfolio. (required)
:type upsert_reference_portfolio_constituents_request: UpsertReferencePortfolioConstituentsRequest
:param async_req: Whether to execute the request asynchronously.
:type async_req: bool, optional
:param _preload_content: if False, the ApiResponse.data will
be set to none and raw_data will store the
HTTP response body without reading/decoding.
Default is True.
:type _preload_content: bool, optional
:param _return_http_data_only: response data instead of ApiResponse
object with status code, headers, etc
:type _return_http_data_only: bool, optional
:param _request_timeout: timeout setting for this request. If one
number provided, it will be total request
timeout. It can also be a pair (tuple) of
(connection, read) timeouts.
:param _request_auth: set to override the auth_settings for an a single
request; this effectively ignores the authentication
in the spec for a single request.
:type _request_auth: dict, optional
:type _content_type: string, optional: force content-type for the request
:return: Returns the result object.
If the method is called asynchronously,
returns the request thread.
:rtype: tuple(UpsertReferencePortfolioConstituentsResponse, status_code(int), headers(HTTPHeaderDict))
"""
_params = locals()
_all_params = [
'scope',
'code',
'upsert_reference_portfolio_constituents_request'
]
_all_params.extend(
[
'async_req',
'_return_http_data_only',
'_preload_content',
'_request_timeout',
'_request_auth',
'_content_type',
'_headers'
]
)
# validate the arguments
for _key, _val in _params['kwargs'].items():
if _key not in _all_params:
raise ApiTypeError(
"Got an unexpected keyword argument '%s'"
" to method upsert_reference_portfolio_constituents" % _key
)
_params[_key] = _val
del _params['kwargs']
_collection_formats = {}
# process the path parameters
_path_params = {}
if _params['scope']:
_path_params['scope'] = _params['scope']
if _params['code']:
_path_params['code'] = _params['code']
# process the query parameters
_query_params = []
# process the header parameters
_header_params = dict(_params.get('_headers', {}))
# process the form parameters
_form_params = []
_files = {}
# process the body parameter
_body_params = None
if _params['upsert_reference_portfolio_constituents_request'] is not None:
_body_params = _params['upsert_reference_portfolio_constituents_request']
# set the HTTP header `Accept`
_header_params['Accept'] = self.api_client.select_header_accept(
['text/plain', 'application/json', 'text/json']) # noqa: E501
# set the HTTP header `Content-Type`
_content_types_list = _params.get('_content_type',
self.api_client.select_header_content_type(
['application/json-patch+json', 'application/json', 'text/json', 'application/*+json']))
if _content_types_list:
_header_params['Content-Type'] = _content_types_list
# authentication setting
_auth_settings = ['oauth2'] # noqa: E501
_response_types_map = {
'200': "UpsertReferencePortfolioConstituentsResponse",
'400': "LusidValidationProblemDetails",
}
return self.api_client.call_api(
'/api/referenceportfolios/{scope}/{code}/constituents', 'POST',
_path_params,
_query_params,
_header_params,
body=_body_params,
post_params=_form_params,
files=_files,
response_types_map=_response_types_map,
auth_settings=_auth_settings,
async_req=_params.get('async_req'),
_return_http_data_only=_params.get('_return_http_data_only'), # noqa: E501
_preload_content=_params.get('_preload_content', True),
_request_timeout=_params.get('_request_timeout'),
collection_formats=_collection_formats,
_request_auth=_params.get('_request_auth'))