Orion Advisor Solutions Trading/Trade Blocks API
The Trading/TradeBlocks API from Orion Advisor Solutions — 9 operation(s) for trading/tradeblocks.
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OpenAPI Specification
openapi: 3.2.0
info:
version: V1
title: Orion Connect Trading/Trade Blocks API
x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Trading/TradeBlocks
paths:
/v1/Trading/TradeBlocks:
get:
tags:
- Trading/TradeBlocks
operationId: TradeBlock_GetTradeBlockDetailsAsync
parameters:
- name: relatedType
in: query
required: true
schema:
type: integer
format: int32
- name: relatedTypeId
in: query
required: true
schema:
type: integer
format: int32
- 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: []
summary: Trade block get trade block details async
x-summary-source: derived
put:
tags:
- Trading/TradeBlocks
summary: Replaces trade block detail records with the given {tradeBlockDetailDtos}…
description: 'The trade block detail records to be replaced are identified by the
{OAS.WebApi.DTO.Trading.TradeBlockDetailDto.Id} values in {tradeBlockDetailDtos}.'
operationId: TradeBlock_UpdateTradeBlockDetailsAsync
parameters:
- name: cancellationToken
in: header
description: The cancellation token.
required: true
- name: createSyncEvent
in: query
description: Whether or not to create a sync event that will notify other systems
required: false
schema:
type: boolean
default: 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:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Trading.TradeBlockDetailDto'
xml:
name: TradeBlockDetailDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Trading.TradeBlockDetailDto'
xml:
name: TradeBlockDetailDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Trading.TradeBlockDetailDto'
xml:
name: TradeBlockDetailDto
wrapped: true
type: array
application/x-www-form-urlencoded:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Trading.TradeBlockDetailDto'
xml:
name: TradeBlockDetailDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Trading.TradeBlockDetailDto'
xml:
name: TradeBlockDetailDto
wrapped: true
type: array
required: true
post:
tags:
- Trading/TradeBlocks
summary: Creates trade block detail records for the given {tradeBlockDetailDtos} payload
description: 'Sample Request
POST Trading/TradeBlocks'
operationId: TradeBlock_CreateTradeBlockDetailsAsync
parameters:
- name: cancellationToken
in: header
description: The cancellation token.
required: true
- name: createSyncEvent
in: query
description: Whether or not to create a sync event that will notify other systems
required: false
schema:
type: boolean
default: 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:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Trading.TradeBlockDetailDto'
xml:
name: TradeBlockDetailDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Trading.TradeBlockDetailDto'
xml:
name: TradeBlockDetailDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Trading.TradeBlockDetailDto'
xml:
name: TradeBlockDetailDto
wrapped: true
type: array
application/x-www-form-urlencoded:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Trading.TradeBlockDetailDto'
xml:
name: TradeBlockDetailDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Trading.TradeBlockDetailDto'
xml:
name: TradeBlockDetailDto
wrapped: true
type: array
description: "An array of {OAS.WebApi.DTO.Trading.TradeBlockDetailDto} objects within a JSON\n object."
required: true
/v1/Trading/TradeBlocks/{tradeBlockId}:
get:
tags:
- Trading/TradeBlocks
summary: Returns the Trade Block Detail having the given ID
description: 'Sample Request:
GET Trading/TradeBlocks/{id}'
operationId: TradeBlock_GetAsync
parameters:
- name: tradeBlockId
in: path
description: The Trade Block Detail identifier.
required: true
schema:
type: integer
format: int32
- name: cancellationToken
in: header
description: The cancellation token.
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: []
delete:
tags:
- Trading/TradeBlocks
summary: Deletes the trade block details record identified by the given {tradeBlockId}
description: 'Sample Request
DELETE Trading/TradeBlocks/{id}'
operationId: TradeBlock_DeleteAsync
parameters:
- name: tradeBlockId
in: path
description: The Trade Block Detail identifier.
required: true
schema:
type: integer
format: int32
- name: cancellationToken
in: header
description: The cancellation token.
required: true
- name: createSyncEvent
in: query
description: Whether or not to create a sync event that will notify other systems
required: false
schema:
type: boolean
default: 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: []
/v1/Trading/TradeBlocks/DeleteByGlobalIds:
post:
tags:
- Trading/TradeBlocks
summary: Deletes the trade block details records identified by the collection of…
description: 'Sample Request
DELETE Trading/TradeBlocks'
operationId: TradeBlock_DeleteTradeBlockDetailsByGlobalIdAsync
parameters:
- name: cancellationToken
in: header
description: The cancellation token.
required: true
- name: createSyncEvent
in: query
description: Whether or not to create a sync event that will notify other systems
required: false
schema:
type: boolean
default: 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:
items:
example: 00000000-0000-0000-0000-000000000000
type: string
format: uuid
type: array
application/json:
schema:
items:
example: 00000000-0000-0000-0000-000000000000
type: string
format: uuid
type: array
text/json:
schema:
items:
example: 00000000-0000-0000-0000-000000000000
type: string
format: uuid
type: array
application/x-www-form-urlencoded:
schema:
items:
example: 00000000-0000-0000-0000-000000000000
type: string
format: uuid
type: array
multipart/form-data:
schema:
items:
example: 00000000-0000-0000-0000-000000000000
type: string
format: uuid
type: array
required: true
/v1/Trading/TradeBlocks/DeleteByReasonForCurrentUser:
post:
tags:
- Trading/TradeBlocks
summary: Soft-deletes trade block details for the authenticated user, the given…
operationId: TradeBlock_DeleteByReasonForCurrentUserAsync
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.Trading.DeleteByReasonForCurrentUserRequest'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Trading.DeleteByReasonForCurrentUserRequest'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Trading.DeleteByReasonForCurrentUserRequest'
application/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Trading.DeleteByReasonForCurrentUserRequest'
text/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Trading.DeleteByReasonForCurrentUserRequest'
application/x-www-form-urlencoded:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Trading.DeleteByReasonForCurrentUserRequest'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Trading.DeleteByReasonForCurrentUserRequest'
description: Reason global id and one or more entity (enum/id) pairs.
required: true
/v1/Trading/TradeBlocks/DeleteRequests:
post:
tags:
- Trading/TradeBlocks
summary: Deletes the trade block details records identified by the collection of…
description: 'Sample Request
DELETE Trading/TradeBlocks'
operationId: TradeBlock_DeleteTradeBlockDetailsByIdAsync
parameters:
- name: cancellationToken
in: header
description: The cancellation token.
required: true
- name: createSyncEvent
in: query
description: Whether or not to create a sync event that will notify other systems
required: false
schema:
type: boolean
default: 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:
items:
type: integer
format: int32
type: array
application/json:
schema:
items:
type: integer
format: int32
type: array
text/json:
schema:
items:
type: integer
format: int32
type: array
application/x-www-form-urlencoded:
schema:
items:
type: integer
format: int32
type: array
multipart/form-data:
schema:
items:
type: integer
format: int32
type: array
description: The Trade Block Detail identifiers.
required: true
/v1/Trading/TradeBlocks/QueueForAccountIds:
post:
tags:
- Trading/TradeBlocks
summary: Creates outbox events for the provided {accountIds} with active Trade Block…
operationId: TradeBlock_QueueTradeBlockDetailsForAccountIdsAsync
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:
items:
type: integer
format: int32
type: array
application/json:
schema:
items:
type: integer
format: int32
type: array
text/json:
schema:
items:
type: integer
format: int32
type: array
application/xml:
schema:
items:
type: integer
format: int32
type: array
text/xml:
schema:
items:
type: integer
format: int32
type: array
application/x-www-form-urlencoded:
schema:
items:
type: integer
format: int32
type: array
multipart/form-data:
schema:
items:
type: integer
format: int32
type: array
required: true
/v1/Trading/TradeBlocks/Reasons:
get:
tags:
- Trading/TradeBlocks
summary: Returns Trade Block Reasons
description: 'Sample Request:
GET Trading/TradeBlocks/Reasons'
operationId: TradeBlock_GetReasonsAsync
parameters:
- name: cancellationToken
in: header
description: The cancellation token.
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: []
/v1/Trading/TradeBlocks/Reasons/Simple:
get:
tags:
- Trading/TradeBlocks
summary: Returns a simple list of Trade Block Reasons for the OAS.Search
description: 'Sample Request:
GET Trading/TradeBlocks/Reasons/Simple'
operationId: TradeBlock_GetReasonsSimpleAsync
parameters:
- name: cancellationToken
in: header
description: The cancellation token.
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: []
/v1/Trading/TradeBlocks/Related:
get:
tags:
- Trading/TradeBlocks
summary: Returns Trade Block Related Entities
description: 'Sample Request:
GET Trading/TradeBlocks/Related'
operationId: TradeBlock_GetTradeBlockRelatedEntitiesAsync
parameters:
- name: relatedType
in: query
description: The entity type that the trade block applies to. Registration = 6, Account = 7
required: true
schema:
type: integer
format: int32
- name: relatedTypeId
in: query
description: The ID of the related type for which the trade block details are returned.
required: true
schema:
type: integer
format: int32
- name: cancellationToken
in: header
description: The cancellation token.
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: []
components:
schemas:
OAS.WebApi.DTO.Trading.DeleteByReasonForCurrentUserRequest:
description: Request to soft-delete trade block details for the current user and reason across one or more entity scopes.
properties:
tradeBlockReasonGlobalId:
example: 00000000-0000-0000-0000-000000000000
type: string
format: uuid
entityScopes:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Trading.TradeBlockEntityScopeRequest'
xml:
name: TradeBlockEntityScopeRequest
wrapped: true
type: array
createSyncEvent:
type: boolean
xml:
name: DeleteByReasonForCurrentUserRequest
type: object
OAS.WebApi.DTO.Trading.TradeBlockDetailDto:
properties:
id:
type: integer
format: int32
entityId:
description: The ID of the {OAS.WebApi.DTO.Trading.TradeBlockDetailDto.EntityEnum}.
type: integer
format: int32
entityEnum:
description: The entity type (aka relation type) that the block applies to.
type: integer
format: int32
tradeBlockReasonId:
description: The cross-reference to a {OAS.WebApi.DTO.Trading.TradeBlockDetailDto.TradeBlockReason}.
type: integer
format: int32
description:
description: A description of why this particular trade block was created.
type: string
startDate:
description: The date that the trade block becomes/became effective.
type: string
format: date-time
endDate:
description: The last day that the trade block is in effect for.
type: string
format: date-time
isDeleted:
description: <see langword="true" /> if the trade block detail had been (soft) deleted.
type: boolean
createdBy:
type: string
createdDate:
type: string
format: date-time
editedBy:
type: string
editedDate:
type: string
format: date-time
entityName:
type: string
globalId:
example: 00000000-0000-0000-0000-000000000000
type: string
format: uuid
errorMessage:
type: string
isDisabled:
type: boolean
tradeBlockReason:
$ref: '#/components/schemas/OAS.WebApi.DTO.Trading.TradeBlockReasonDto'
origin:
$ref: '#/components/schemas/OAS.WebApi.DTO.Trading.TradeBlockOriginContextDto'
description: 'Per-detail origin metadata from Eclipse when createSyncEvent=false on the batch request.
Not persisted; used by OAT to decide fan-out to other Eclipse firms.'
xml:
name: TradeBlockDetailDto
type: object
OAS.WebApi.DTO.Trading.TradeBlockReasonDto:
properties:
id:
type: integer
format: int32
name:
description: The name of the trade block reason.
type: string
createdBy:
type: string
createdDate:
type: string
format: date-time
editedBy:
type: string
editedDate:
type: string
format: date-time
globalId:
example: 00000000-0000-0000-0000-000000000000
type: string
format: uuid
eclipseFirmId:
type: integer
format: int32
isSystemMaintained:
type: boolean
allowDetailAssignment:
type: boolean
syncToEclipse:
type: boolean
xml:
name: TradeBlockReasonDto
type: object
OAS.WebApi.DTO.Trading.TradeBlockEntityScopeRequest:
description: 'Registration or account scope: entity enum as int (Registration = 6, Account = 7; see OrionConnect EntityEnum).'
properties:
entityEnum:
type: integer
format: int32
entityId:
type: integer
format: int32
xml:
name: TradeBlockEntityScopeRequest
type: object
OAS.WebApi.DTO.Trading.TradeBlockOriginContextDto:
description: 'Factual metadata about where and why a trade block originated in Eclipse.
Orion Connect uses this to decide its own sync and fan-out behavior.'
properties:
wasPortfolioLevelBlock:
description: 'True when the block was created from a portfolio-level action that maps to
a registration entity in Orion Connect.'
type: boolean
originatingEclipseFirmId:
description: The Eclipse firm where the originating action occurred.
type: integer
format: int32
xml:
name: TradeBlockOriginContextDto
type: object
securitySchemes:
Authorization:
type: apiKey
description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
name: Authorization
in: header