| Requires any of the roles: | Agent, Administrator |
| GET,OPTIONS | /v1/SecuritiesSummary/DateRange/{ParamStartDate}/{ParamEndDate}/{AgentID} | ||
|---|---|---|---|
| GET,OPTIONS | /v1/SecuritiesSummary/DateRange/{ParamStartDate}/{ParamEndDate} |
import datetime
import decimal
from marshmallow.fields import *
from servicestack import *
from typing import *
from dataclasses import dataclass, field
from dataclasses_json import dataclass_json, LetterCase, Undefined, config
from enum import Enum, IntEnum
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ListingSummary:
agent_level: Decimal = decimal.Decimal(0)
agent_points: Optional[str] = None
agent_policy_numbers: Optional[str] = None
agent_y_t_d_total: Decimal = decimal.Decimal(0)
agent_r_total: Decimal = decimal.Decimal(0)
agent_overall_total: Decimal = decimal.Decimal(0)
agent_next_level_prerequired: Decimal = decimal.Decimal(0)
agent_current_y_t_d_total: Decimal = decimal.Decimal(0)
agent_current_running_total: Decimal = decimal.Decimal(0)
agent_level_calculated_from_listing_part: Decimal = decimal.Decimal(0)
agent_required_before_next_level: Decimal = decimal.Decimal(0)
agent_adjustment_total: Decimal = decimal.Decimal(0)
agent_commission_subtotal: Decimal = decimal.Decimal(0)
agent_balance_forward: Decimal = decimal.Decimal(0)
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ListingSummaryResponse:
response_status: Optional[ResponseStatus] = None
listing_summary: List[ListingSummary] = field(default_factory=list)
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SecuritiesListingSummaryRequest:
listing_summary: List[ListingSummary] = field(default_factory=list)
agent_i_d: int = 0
param_start_date: datetime.datetime = datetime.datetime(1, 1, 1)
param_end_date: datetime.datetime = datetime.datetime(1, 1, 1)
Python SecuritiesListingSummaryRequest DTOs
To override the Content-type in your clients, use the HTTP Accept Header, append the .csv suffix or ?format=csv
The following are sample HTTP requests and responses. The placeholders shown need to be replaced with actual values.
GET /v1/SecuritiesSummary/DateRange/{ParamStartDate}/{ParamEndDate}/{AgentID} HTTP/1.1
Host: api.dev.dynamics.trendsic.com
Accept: text/csv
HTTP/1.1 200 OK
Content-Type: text/csv
Content-Length: length
{"ResponseStatus":{"ErrorCode":"String","Message":"String","StackTrace":"String","Errors":[{"ErrorCode":"String","FieldName":"String","Message":"String","Meta":{"String":"String"}}],"Meta":{"String":"String"}},"ListingSummary":[{"AgentLevel":0,"AgentPoints":"String","AgentPolicyNumbers":"String","AgentYTDTotal":0,"AgentRTotal":0,"AgentOverallTotal":0,"AgentNextLevelPrerequired":0,"AgentCurrentYTDTotal":0,"AgentCurrentRunningTotal":0,"AgentLevelCalculatedFromListingPart":0,"AgentRequiredBeforeNextLevel":0,"AgentAdjustmentTotal":0,"AgentCommissionSubtotal":0,"AgentBalanceForward":0}]}