Orion Advisor Solutions Reporting/Preview API
The Reporting/Preview API from Orion Advisor Solutions — 2 operation(s) for reporting/preview.
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OpenAPI Specification
openapi: 3.2.0
info:
version: V1
title: Orion Connect Reporting/Preview API
x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Reporting/Preview
paths:
/v1/Reporting/Preview:
post:
tags:
- Reporting/Preview
operationId: Preview_GeneratePreview
parameters:
- name: cancellationToken
in: header
required: true
responses:
'200':
description: OK
content:
text/plain:
schema:
type: object
application/json:
schema:
type: object
text/json:
schema:
type: object
multipart/form-data:
schema:
type: object
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.PreviewDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.PreviewDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.PreviewDto'
application/x-www-form-urlencoded:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.PreviewDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.PreviewDto'
required: true
summary: Preview generate preview
x-summary-source: derived
/v1/Reporting/Preview/Calculate/InceptionDate/{entity}/{entityId}:
get:
tags:
- Reporting/Preview
operationId: Preview_GetPreviewInceptionDate
parameters:
- name: entity
in: path
required: true
schema:
type: string
- name: entityId
in: path
required: true
schema:
type: integer
format: int32
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.RunReport.InceptionDateDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.RunReport.InceptionDateDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.RunReport.InceptionDateDto'
application/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.RunReport.InceptionDateDto'
text/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.RunReport.InceptionDateDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.RunReport.InceptionDateDto'
security:
- Authorization: []
summary: Preview get preview inception date
x-summary-source: derived
components:
schemas:
OAS.WebApi.DTO.Reporting.Envision.DateExpression:
properties:
date:
type: string
expression:
type: string
dateSource:
type: string
enum:
- Static
- Dynamic
xml:
name: DateExpression
type: object
OAS.DataModel.Reporting.ReportOption:
required:
- id
- $type
properties:
id:
type: string
$type:
readOnly: true
type: string
optionGuid:
example: 00000000-0000-0000-0000-000000000000
type: string
format: uuid
optionId:
type: integer
format: int32
isDisabled:
type: boolean
isGlobal:
type: boolean
isIgnored:
type: boolean
name:
type: string
useInception:
type: boolean
prompt:
type: string
enum:
- Never
- Always
xml:
name: ReportOption
type: object
OAS.WebApi.DTO.Reporting.Envision.PreviewDto:
properties:
entity:
type: string
enum:
- Database
- BrokerDealer
- Representative
- Client
- Registration
- Account
- Asset
- Product
- AggregateModel
- DynamicGrouping
- PortfolioGroup
- UserDetail
- Prospect
- CustomGrouping
entityIds:
items:
type: integer
format: int32
type: array
orientation:
type: string
enum:
- Portrait
- Landscape
start:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.DateExpression'
end:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.DateExpression'
selectedTheme:
example: 00000000-0000-0000-0000-000000000000
type: string
format: uuid
controls:
$ref: '#/components/schemas/OAS.DataModel.Reporting.Controls.ListControl'
options:
items:
$ref: '#/components/schemas/OAS.DataModel.Reporting.ReportOption'
xml:
name: ReportOption
wrapped: true
type: array
featureFlagsOverride:
$ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IReportFeatureFlagOverrider'
xml:
name: PreviewDto
type: object
OAS.WebApi.DTO.Reporting.RunReport.InceptionDateDto:
properties:
inceptionDate:
type: string
format: date-time
xml:
name: InceptionDateDto
type: object
OAS.DataModel.Reporting.Controls.ListControl:
required:
- $type
properties:
$type:
readOnly: true
type: string
id:
example: 00000000-0000-0000-0000-000000000000
type: string
format: uuid
controls:
items:
$ref: '#/components/schemas/OAS.DataModel.Reporting.ControlBase'
xml:
name: ControlBase
wrapped: true
type: array
customClass:
type: string
width:
type: string
xml:
name: ListControl
type: object
OAS.DataModel.Reporting.ControlBase:
required:
- $type
properties:
$type:
readOnly: true
type: string
id:
example: 00000000-0000-0000-0000-000000000000
type: string
format: uuid
width:
type: string
xml:
name: ControlBase
type: object
OAS.DataModel.Reporting.Interfaces.IReportFeatureFlagOverrider:
properties:
dynamicBenchmarkProcessType:
readOnly: true
type: string
enum:
- Cloud
- LocalService
forceAssetGroupingIntraDayPerformance:
readOnly: true
type: boolean
activityProcessType:
readOnly: true
type: string
enum:
- Cloud
- LocalService
costBasisProcessType:
type: string
enum:
- Old
- Cloud
- LocalService
morningstarLevel2Assignment:
type: boolean
localPriceCutOverDate:
type: string
format: date-time
noScope:
type: boolean
ensureAssetsUpdated:
type: boolean
storeReportDataCompressed:
type: boolean
showEInModelNames:
type: boolean
performanceProcessType:
type: string
enum:
- Cloud
- LocalService
forceNonSummaryPerformanceToUseTwr:
type: boolean
forceNetOfFeesPerformance:
type: boolean
costBasisStoredSource:
type: string
enum:
- Orion
- Custodian
tradingWithParentGrouping:
type: boolean
useGlobalSettingsUniqueIds:
type: boolean
showEquations:
type: boolean
isReportCompare:
type: boolean
useBenchmarksInAccountChangeHistory:
type: boolean
benchmarkAssignmentOverride:
type: string
useAsOfDateForAdvizr:
type: boolean
accountNumbersToShow:
type: integer
format: int32
useBatchSettingsBulkCopy:
type: boolean
showExcludedFromRebalance:
type: boolean
useInMemoryForModelVsActual:
type: boolean
useNewLineChartRenderer:
type: boolean
useNewScatterPlotChartRenderer:
type: boolean
useInMemoryIncomeCalculation:
type: boolean
useModelAllocationHistory:
type: boolean
useDisclaimerShadowDom:
type: boolean
xml:
name: IReportFeatureFlagOverrider
type: object
securitySchemes:
Authorization:
type: apiKey
description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
name: Authorization
in: header