R/wrappers_get_account.R

Defines functions get_account_spot_borrow_repay_history get_account_set_account_switch_precheck get_account_subaccount_max_withdrawal get_account_subaccount_balances get_account_bills_history_archive get_account_precheck_set_delta_neutral get_account_move_positions_history get_account_mmp_config get_account_collateral_assets get_account_position_tiers get_account_greeks get_account_interest_limits get_account_risk_state get_account_max_withdrawal get_account_interest_accrued get_account_max_loan get_account_adjust_leverage_info get_account_subtypes get_account_interest_rate get_account_trade_fee get_account_max_avail_size get_account_max_size get_account_position_risk get_account_instruments get_account_bills_archive get_account_bills get_account_leverage_info get_account_config get_account_positions_history get_account_positions get_account_balance

Documented in get_account_adjust_leverage_info get_account_balance get_account_bills get_account_bills_archive get_account_bills_history_archive get_account_collateral_assets get_account_config get_account_greeks get_account_instruments get_account_interest_accrued get_account_interest_limits get_account_interest_rate get_account_leverage_info get_account_max_avail_size get_account_max_loan get_account_max_size get_account_max_withdrawal get_account_mmp_config get_account_move_positions_history get_account_position_risk get_account_positions get_account_positions_history get_account_position_tiers get_account_precheck_set_delta_neutral get_account_risk_state get_account_set_account_switch_precheck get_account_spot_borrow_repay_history get_account_subaccount_balances get_account_subaccount_max_withdrawal get_account_subtypes get_account_trade_fee

#---- Account: GET Wrappers ----

#' Get account balance
#'
#' Retrieve account-level margin and equity information for your OKX account.
#'
#' @details
#' This wraps `/api/v5/account/balance`. Returns one row per account-level
#' equity snapshot. Timestamps are parsed into `POSIXct` in the given `tz`.
#'
#' @param config List. API credentials/config, typically containing
#'   `api_key`, `secret_key`, and `passphrase`. May also include `base_url`.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return
#' A `data.frame` with account balance and margin metrics (e.g.,
#' `totalEq`, `isoEq`, `adjEq`, `availEq`, `ordFroz`, `imr`, `mmr`, `upl`,
#' `mgnRatio`, ...). Timestamp columns (`uTime`) are `POSIXct`.
#'
#' @examples
#' \dontrun{
#' cfg <- list(api_key = "xxx", secret_key = "xxx", passphrase = "xxx")
#' bal <- get_account_balance(config = cfg)
#' head(bal)
#' }
#'
#' @seealso [get_account_positions()], [get_account_leverage_info()]
#' @note Since okxr 0.1.1
#' @export
get_account_balance <- function(config, tz = .okx_default_tz) {
  .gets$account_balance(query_string = "", tz = tz, config = config)
}

#' Get account open positions
#'
#' Retrieve all currently open positions under the account.
#'
#' @details
#' Wraps `/api/v5/account/positions`. Returns one row per open position.
#'
#' @param config List. API credentials/config, typically containing
#'   `api_key`, `secret_key`, and `passphrase`.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return
#' A `data.frame` with columns such as `instId`, `posId`, `posSide`, `pos`,
#' `lever`, `avgPx`, `markPx`, `upl`, `realizedPnl`, etc. Timestamps (`cTime`,
#' `uTime`) are `POSIXct`.
#'
#' @examples
#' \dontrun{
#' cfg <- list(api_key = "xxx", secret_key = "xxx", passphrase = "xxx")
#' pos <- get_account_positions(config = cfg)
#' pos
#' }
#'
#' @seealso [get_account_balance()], [get_account_positions_history()]
#' @note Since okxr 0.1.1
#' @export
get_account_positions <- function(config, tz = .okx_default_tz) {
  .gets$account_positions(query_string = "", tz = tz, config = config)
}

#' Get account position history
#'
#' Retrieve historical records of closed or adjusted positions.
#'
#' @details
#' Wraps `/api/v5/account/positions-history`. Includes closed positions and
#' their realized PnL. Returns one row per historical record.
#'
#' @param config List. API credentials/config, typically containing
#'   `api_key`, `secret_key`, and `passphrase`.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return
#' A `data.frame` with columns such as `instId`, `posId`, `posSide`, `pos`,
#' `lever`, `realizedPnl`, `fee`, plus timestamp fields (`cTime`, `uTime`).
#'
#' @examples
#' \dontrun{
#' cfg <- list(api_key = "xxx", secret_key = "xxx", passphrase = "xxx")
#' hist <- get_account_positions_history(config = cfg)
#' tail(hist)
#' }
#'
#' @seealso [get_account_positions()]
#' @note Since okxr 0.1.1
#' @export
get_account_positions_history <- function(config, tz = .okx_default_tz) {
  .gets$account_positions_history(query_string = "", tz = tz, config = config)
}

#' Get account configuration
#'
#' Retrieve account-level configuration information.
#'
#' @details
#' Wraps `/api/v5/account/config`. Includes account ID, mode, and position
#' mode flags. Returns one row.
#'
#' @param config List. API credentials/config, typically containing
#'   `api_key`, `secret_key`, and `passphrase`.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return
#' A `data.frame` with columns like `uid`, `mainUid`, `acctLv`, `posMode`,
#' `autoLoan`, etc.
#'
#' @examples
#' \dontrun{
#' cfg <- list(api_key = "xxx", secret_key = "xxx", passphrase = "xxx")
#' cfg_info <- get_account_config(config = cfg)
#' cfg_info
#' }
#'
#' @seealso [get_account_balance()], [get_account_leverage_info()]
#' @note Since okxr 0.1.2
#' @export
get_account_config <- function(config, tz = .okx_default_tz) {
  .gets$account_config(query_string = "", tz = tz, config = config)
}

#' Get account leverage settings
#'
#' Retrieve leverage configuration for a given instrument and margin mode.
#'
#' @details
#' Wraps `/api/v5/account/leverage-info`. Requires both `inst_id` and
#' `mgn_mode`. Returns current leverage values (numeric).
#'
#' @param inst_id Character. Instrument ID, e.g. `"BTC-USDT"`.
#' @param mgn_mode Character. Margin mode. One of `"cross"` or `"isolated"`.
#' @param config List. API credentials/config, typically containing
#'   `api_key`, `secret_key`, and `passphrase`.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return
#' A `data.frame` with columns `instId`, `mgnMode`, `posSide`, and `lever`.
#'
#' @examples
#' \dontrun{
#' cfg <- list(api_key = "xxx", secret_key = "xxx", passphrase = "xxx")
#' get_account_leverage_info(
#'   inst_id = "BTC-USDT",
#'   mgn_mode = "cross",
#'   config = cfg
#' )
#' }
#'
#' @seealso [get_account_balance()], [get_account_positions()]
#' @note Since okxr 0.1.1
#' @export
get_account_leverage_info <- function(
  inst_id,
  mgn_mode,
  config,
  tz = .okx_default_tz
) {
  query_string <- .okx_build_query(instId = inst_id, mgnMode = mgn_mode)
  .gets$account_leverage_info(query_string = query_string, config = config, tz = tz)
}

#' Get account bills
#'
#' Retrieve account bill details from the last 7 days.
#'
#' @param inst_type Character or `NULL`. Instrument type filter.
#' @param ccy Character or `NULL`. Currency filter.
#' @param mgn_mode Character or `NULL`. Margin mode filter.
#' @param ct_type Character or `NULL`. Contract type filter.
#' @param type Character or `NULL`. Bill type filter.
#' @param sub_type Character or `NULL`. Bill subtype filter.
#' @param after Character or `NULL`. Pagination cursor for earlier records.
#' @param before Character or `NULL`. Pagination cursor for newer records.
#' @param limit Integer or `NULL`. Number of rows to request.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with account bill rows.
#'
#' @export
get_account_bills <- function(inst_type = NULL, ccy = NULL, mgn_mode = NULL, ct_type = NULL, type = NULL, sub_type = NULL, after = NULL, before = NULL, limit = NULL, config, tz = .okx_default_tz) {
  query_string <- .okx_build_query(
    instType = inst_type,
    ccy = ccy,
    mgnMode = mgn_mode,
    ctType = ct_type,
    type = type,
    subType = sub_type,
    after = after,
    before = before,
    limit = limit
  )
  .gets$account_bills(query_string = query_string, config = config, tz = tz)
}

#' Get archived account bills
#'
#' Retrieve archived account bill details.
#'
#' @param inst_type Character or `NULL`. Instrument type filter.
#' @param ccy Character or `NULL`. Currency filter.
#' @param mgn_mode Character or `NULL`. Margin mode filter.
#' @param ct_type Character or `NULL`. Contract type filter.
#' @param type Character or `NULL`. Bill type filter.
#' @param sub_type Character or `NULL`. Bill subtype filter.
#' @param after Character or `NULL`. Pagination cursor for earlier records.
#' @param before Character or `NULL`. Pagination cursor for newer records.
#' @param limit Integer or `NULL`. Number of rows to request.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with archived account bill rows.
#'
#' @export
get_account_bills_archive <- function(inst_type = NULL, ccy = NULL, mgn_mode = NULL, ct_type = NULL, type = NULL, sub_type = NULL, after = NULL, before = NULL, limit = NULL, config, tz = .okx_default_tz) {
  query_string <- .okx_build_query(
    instType = inst_type,
    ccy = ccy,
    mgnMode = mgn_mode,
    ctType = ct_type,
    type = type,
    subType = sub_type,
    after = after,
    before = before,
    limit = limit
  )
  .gets$account_bills_archive(query_string = query_string, config = config, tz = tz)
}

#' Get account-available instruments
#'
#' Retrieve available instruments for the current account and instrument type.
#'
#' @details
#' Wraps `/api/v5/account/instruments`. This endpoint is account-scoped and may
#' return a subset of instruments available to the authenticated account.
#'
#' @param inst_type Character. Instrument type. One of `"SPOT"`, `"MARGIN"`,
#'   `"SWAP"`, `"FUTURES"`, `"OPTION"`.
#' @param uly Character or `NULL`. Underlying, where applicable.
#' @param inst_family Character or `NULL`. Instrument family filter.
#' @param inst_id Character or `NULL`. Specific instrument ID filter.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with account-available instrument metadata, including
#'   identifiers, currencies, tick size, lot size, leverage, expiry/listing
#'   timestamps, and state where returned by OKX.
#'
#' @export
get_account_instruments <- function(inst_type, uly = NULL, inst_family = NULL, inst_id = NULL, config, tz = .okx_default_tz) {
  query_string <- .okx_build_query(
    instType = inst_type,
    uly = uly,
    instFamily = inst_family,
    instId = inst_id
  )
  .gets$account_instruments(query_string = query_string, config = config, tz = tz)
}

#' Get account and position risk snapshot
#'
#' Retrieve account-level adjusted equity together with same-snapshot balance
#' and position risk payloads.
#'
#' @param inst_type Character or `NULL`. Instrument type filter. One of
#'   `"MARGIN"`, `"SWAP"`, `"FUTURES"`, or `"OPTION"`.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with one row per OKX risk snapshot. Nested balance and
#'   position payloads are returned as JSON strings in `balData` and `posData`.
#'
#' @export
get_account_position_risk <- function(
  inst_type = NULL,
  config,
  tz = .okx_default_tz
) {
  query_string <- .okx_build_query(instType = inst_type)
  .gets$account_position_risk(query_string = query_string, config = config, tz = tz)
}

#' Get maximum order size
#'
#' Retrieve the maximum order quantity allowed for one or more instruments under
#' the requested trade mode.
#'
#' @param inst_id Character. One instrument ID or a comma-separated list of up
#'   to five IDs in the same instrument type.
#' @param td_mode Character. Trade mode: `"cross"`, `"isolated"`, `"cash"`, or
#'   `"spot_isolated"`.
#' @param ccy Character or `NULL`. Margin currency where applicable.
#' @param px Character, numeric, or `NULL`. Optional price override.
#' @param leverage Character, numeric, or `NULL`. Optional leverage override.
#' @param trade_quote_ccy Character or `NULL`. Quote currency used for trading
#'   for spot instruments.
#' @param outcome Character or `NULL`. Events market outcome, `"yes"` or `"no"`.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with `instId`, `ccy`, `maxBuy`, and `maxSell`.
#'
#' @export
get_account_max_size <- function(inst_id, td_mode, ccy = NULL, px = NULL, leverage = NULL, trade_quote_ccy = NULL, outcome = NULL, config, tz = .okx_default_tz) {
  query_string <- .okx_build_query(
    instId = inst_id,
    tdMode = td_mode,
    ccy = ccy,
    px = px,
    leverage = leverage,
    tradeQuoteCcy = trade_quote_ccy,
    outcome = outcome
  )
  .gets$account_max_size(query_string = query_string, config = config, tz = tz)
}

#' Get maximum available tradable amount
#'
#' Retrieve the maximum available buy and sell amount for an instrument under
#' the requested trade mode.
#'
#' @param inst_id Character. One instrument ID or a comma-separated list of up
#'   to five IDs.
#' @param td_mode Character. Trade mode: `"cross"`, `"isolated"`, `"cash"`, or
#'   `"spot_isolated"`.
#' @param ccy Character or `NULL`. Margin currency where applicable.
#' @param reduce_only Logical, character, or `NULL`. Whether to reduce position
#'   only. Only applicable to margin endpoints that support it.
#' @param px Character, numeric, or `NULL`. Optional closing price, when
#'   supported by OKX.
#' @param trade_quote_ccy Character or `NULL`. Quote currency used for trading
#'   for spot instruments.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with `instId`, `availBuy`, and `availSell`.
#'
#' @export
get_account_max_avail_size <- function(inst_id, td_mode, ccy = NULL, reduce_only = NULL, px = NULL, trade_quote_ccy = NULL, config, tz = .okx_default_tz) {
  query_string <- .okx_build_query(
    instId = inst_id,
    ccy = ccy,
    tdMode = td_mode,
    reduceOnly = reduce_only,
    px = px,
    tradeQuoteCcy = trade_quote_ccy
  )
  .gets$account_max_avail_size(query_string = query_string, config = config, tz = tz)
}

#' Get account trade fee rates
#'
#' Retrieve the account's trade fee schedule for a specific instrument type and
#' optional instrument, instrument family, or trading fee group.
#'
#' @param inst_type Character. Instrument type. One of `"SPOT"`, `"MARGIN"`,
#'   `"SWAP"`, `"FUTURES"`, `"OPTION"`, or `"EVENTS"`.
#' @param inst_id Character or `NULL`. Instrument ID for spot or margin.
#' @param inst_family Character or `NULL`. Instrument family for futures, swaps,
#'   or options.
#' @param group_id Character or `NULL`. Trading fee group ID.
#'   Do not combine with `inst_id` or `inst_family`.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with fee level, fee-rate columns, and any nested
#'   `feeGroup` or deprecated `fiat` details JSON-encoded as strings.
#'
#' @export
get_account_trade_fee <- function(inst_type, inst_id = NULL, inst_family = NULL, group_id = NULL, config, tz = .okx_default_tz) {
  query_string <- .okx_build_query(
    instType = inst_type,
    instId = inst_id,
    instFamily = inst_family,
    groupId = group_id
  )
  .gets$account_trade_fee(query_string = query_string, config = config, tz = tz)
}

#' Get account borrowing interest rates
#'
#' Retrieve the current leveraged currency borrowing market interest rate for
#' one currency or for all eligible currencies.
#'
#' @param ccy Character or `NULL`. Currency filter, e.g. `"BTC"`.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with `ccy` and `interestRate`.
#'
#' @export
get_account_interest_rate <- function(
  ccy = NULL,
  config,
  tz = .okx_default_tz
) {
  query_string <- .okx_build_query(ccy = ccy)
  .gets$account_interest_rate(query_string = query_string, config = config, tz = tz)
}

#' Get account bill subtypes
#'
#' Retrieve available account bill types and subtype descriptions.
#'
#' @param type Character or `NULL`. Bill type filter. Multiple values may be
#'   provided as a comma-separated string.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with bill type descriptions and JSON-encoded
#'   `subTypeDetails`.
#'
#' @export
get_account_subtypes <- function(type = NULL, config, tz = .okx_default_tz) {
  query_string <- .okx_build_query(type = type)
  .gets$account_subtypes(query_string = query_string, config = config, tz = tz)
}

#' Get account leverage adjustment estimate
#'
#' Estimate account effects under a target leverage.
#'
#' @param inst_type Character. Instrument type: `"MARGIN"`, `"SWAP"`, or `"FUTURES"`.
#' @param mgn_mode Character. Margin mode: `"cross"` or `"isolated"`.
#' @param lever Character or numeric. Target leverage.
#' @param inst_id Character or `NULL`. Instrument ID.
#' @param ccy Character or `NULL`. Margin currency.
#' @param pos_side Character or `NULL`. Position side.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A one-row `data.frame` with estimated leverage-adjustment metrics.
#'
#' @export
get_account_adjust_leverage_info <- function(inst_type, mgn_mode, lever, inst_id = NULL, ccy = NULL, pos_side = NULL, config, tz = .okx_default_tz) {
  query_string <- .okx_build_query(
    instType = inst_type,
    mgnMode = mgn_mode,
    lever = lever,
    instId = inst_id,
    ccy = ccy,
    posSide = pos_side
  )
  .gets$account_adjust_leverage_info(query_string = query_string, config = config, tz = tz)
}

#' Get account maximum loan
#'
#' Retrieve the maximum loan for manual borrow or margin borrowing scenarios.
#'
#' @param mgn_mode Character. Margin mode: `"cross"` or `"isolated"`.
#' @param inst_id Character or `NULL`. Instrument ID(s).
#' @param ccy Character or `NULL`. Currency.
#' @param mgn_ccy Character or `NULL`. Margin currency.
#' @param trade_quote_ccy Character or `NULL`. Quote currency for trading.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with `instId`, `mgnMode`, `mgnCcy`, `maxLoan`, `ccy`,
#'   and `side`.
#'
#' @export
get_account_max_loan <- function(mgn_mode, inst_id = NULL, ccy = NULL, mgn_ccy = NULL, trade_quote_ccy = NULL, config, tz = .okx_default_tz) {
  query_string <- .okx_build_query(
    mgnMode = mgn_mode,
    instId = inst_id,
    ccy = ccy,
    mgnCcy = mgn_ccy,
    tradeQuoteCcy = trade_quote_ccy
  )
  .gets$account_max_loan(query_string = query_string, config = config, tz = tz)
}

#' Get account interest accrued history
#'
#' Retrieve accrued borrowing interest records for the past year.
#'
#' @param type Character or `NULL`. Loan type. Currently `"2"` for market loans.
#' @param ccy Character or `NULL`. Loan currency.
#' @param inst_id Character or `NULL`. Instrument ID.
#' @param mgn_mode Character or `NULL`. Margin mode.
#' @param after Character or `NULL`. Pagination cursor for earlier rows.
#' @param before Character or `NULL`. Pagination cursor for newer rows.
#' @param limit Integer or `NULL`. Number of rows to request.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with one row per accrued-interest event.
#'
#' @export
get_account_interest_accrued <- function(type = NULL, ccy = NULL, inst_id = NULL, mgn_mode = NULL, after = NULL, before = NULL, limit = NULL, config, tz = .okx_default_tz) {
  query_string <- .okx_build_query(
    type = type,
    ccy = ccy,
    instId = inst_id,
    mgnMode = mgn_mode,
    after = after,
    before = before,
    limit = limit
  )
  .gets$account_interest_accrued(query_string = query_string, config = config, tz = tz)
}

#' Get account maximum withdrawals
#'
#' Retrieve the maximum transferable amount from trading to funding account.
#'
#' @param ccy Character or `NULL`. One currency or a comma-separated list of up
#'   to 20 currencies.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with per-currency maximum withdrawal values.
#'
#' @export
get_account_max_withdrawal <- function(
  ccy = NULL,
  config,
  tz = .okx_default_tz
) {
  query_string <- .okx_build_query(ccy = ccy)
  .gets$account_max_withdrawal(query_string = query_string, config = config, tz = tz)
}

#' Get account risk state
#'
#' Retrieve portfolio-margin account risk flags and affected risk units.
#'
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A one-row `data.frame` with the account risk flag and JSON-encoded
#'   risk-unit arrays.
#'
#' @export
get_account_risk_state <- function(config, tz = .okx_default_tz) {
  .gets$account_risk_state(query_string = "", config = config, tz = tz)
}

#' Get account borrow interest and limits
#'
#' Retrieve account-level debt, next accrual timestamps, and nested per-currency
#' borrowing-limit records.
#'
#' @param type Character or `NULL`. Loan type. Currently `"2"` for market loans.
#' @param ccy Character or `NULL`. Loan currency.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with account-level limit fields; nested per-currency
#'   `records` are JSON-encoded.
#'
#' @export
get_account_interest_limits <- function(type = NULL, ccy = NULL, config, tz = .okx_default_tz) {
  query_string <- .okx_build_query(type = type, ccy = ccy)
  .gets$account_interest_limits(query_string = query_string, config = config, tz = tz)
}

#' Get account Greeks
#'
#' Retrieve currency-level Greeks across the account.
#'
#' @param ccy Character or `NULL`. Currency filter.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with one row per currency and Greek metrics in both
#'   Black-Scholes and coin terms.
#'
#' @export
get_account_greeks <- function(ccy = NULL, config, tz = .okx_default_tz) {
  query_string <- .okx_build_query(ccy = ccy)
  .gets$account_greeks(query_string = query_string, config = config, tz = tz)
}

#' Get account position tiers
#'
#' Retrieve portfolio-margin position limits for one or more instrument
#' families.
#'
#' @param inst_type Character. Instrument type: `"SWAP"`, `"FUTURES"`, or
#'   `"OPTION"`.
#' @param inst_family Character. One instrument family or a comma-separated list
#'   of up to five families.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with instrument-family position limits.
#'
#' @export
get_account_position_tiers <- function(inst_type, inst_family, config, tz = .okx_default_tz) {
  query_string <- .okx_build_query(instType = inst_type, instFamily = inst_family)
  .gets$account_position_tiers(query_string = query_string, config = config, tz = tz)
}

#' Get account collateral assets
#'
#' Retrieve collateral-enabled status for one or more currencies.
#'
#' @param ccy Character or `NULL`. One currency or a comma-separated list of up
#'   to 20 currencies.
#' @param collateral_enabled Logical, character, or `NULL`. Filter by collateral
#'   status.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with currency-level collateral flags.
#'
#' @export
get_account_collateral_assets <- function(ccy = NULL, collateral_enabled = NULL, config, tz = .okx_default_tz) {
  query_string <- .okx_build_query(ccy = ccy, collateralEnabled = collateral_enabled)
  .gets$account_collateral_assets(query_string = query_string, config = config, tz = tz)
}

#' Get account MMP configuration
#'
#' Retrieve option-market-maker-protection configuration for one or more
#' instrument families.
#'
#' @param inst_family Character or `NULL`. Instrument family filter.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with MMP configuration fields.
#'
#' @export
get_account_mmp_config <- function(
  inst_family = NULL,
  config,
  tz = .okx_default_tz
) {
  query_string <- .okx_build_query(instFamily = inst_family)
  .gets$account_mmp_config(query_string = query_string, config = config, tz = tz)
}

#' Get account move positions history
#'
#' Retrieve move-position requests from the last three days.
#'
#' @param block_td_id Character or `NULL`. OKX block trade identifier.
#' @param client_id Character or `NULL`. Client-supplied identifier.
#' @param begin_ts Character or `NULL`. Inclusive start timestamp in
#'   milliseconds.
#' @param end_ts Character or `NULL`. Inclusive end timestamp in milliseconds.
#' @param limit Integer or `NULL`. Number of rows to request.
#' @param state Character or `NULL`. Transfer state filter, `"filled"` or
#'   `"pending"`.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with top-level move-position metadata; nested `legs`
#'   are JSON-encoded.
#'
#' @export
get_account_move_positions_history <- function(block_td_id = NULL, client_id = NULL, begin_ts = NULL, end_ts = NULL, limit = NULL, state = NULL, config, tz = .okx_default_tz) {
  query_string <- .okx_build_query(
    blockTdId = block_td_id,
    clientId = client_id,
    beginTs = begin_ts,
    endTs = end_ts,
    limit = limit,
    state = state
  )
  .gets$account_move_positions_history(query_string = query_string, config = config, tz = tz)
}

#' Precheck delta-neutral strategy switch
#'
#' Retrieve unmatched information that blocks switching into the requested
#' strategy type.
#'
#' @param stgy_type Character or numeric. Strategy type. `"0"` for general or
#'   `"1"` for delta neutral.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A one-row `data.frame` with JSON-encoded unmatched information.
#'
#' @export
get_account_precheck_set_delta_neutral <- function(
  stgy_type,
  config,
  tz = .okx_default_tz
) {
  query_string <- .okx_build_query(stgyType = stgy_type)
  .gets$account_precheck_set_delta_neutral(query_string = query_string, config = config, tz = tz)
}

#' Get archived account bill export links
#'
#' Retrieve the generated CSV export link for historical account bills since
#' 2021.
#'
#' @param year Character or numeric. Four-digit year.
#' @param quarter Character. Quarter code, one of `"Q1"` to `"Q4"`.
#' @param type Character or `NULL`. Optional comma-separated bill type filter.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with file-link status rows.
#'
#' @export
get_account_bills_history_archive <- function(year, quarter, type = NULL, config, tz = .okx_default_tz) {
  query_string <- .okx_build_query(year = year, quarter = quarter, type = type)
  .gets$account_bills_history_archive(query_string = query_string, config = config, tz = tz)
}

#' Get sub-account trading balances
#'
#' Retrieve account-level trading balances for a sub-account from the master
#' account.
#'
#' @param sub_acct Character. Sub-account name.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with account-level balance fields; nested per-currency
#'   `details` are JSON-encoded.
#'
#' @export
get_account_subaccount_balances <- function(
  sub_acct,
  config,
  tz = .okx_default_tz
) {
  query_string <- .okx_build_query(subAcct = sub_acct)
  .gets$account_subaccount_balances(query_string = query_string, config = config, tz = tz)
}

#' Get sub-account maximum withdrawals
#'
#' Retrieve the maximum withdrawal information for a sub-account from the master
#' account.
#'
#' @param sub_acct Character. Sub-account name.
#' @param ccy Character or `NULL`. One currency or a comma-separated list of up
#'   to 20 currencies.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with per-currency maximum withdrawal values.
#'
#' @export
get_account_subaccount_max_withdrawal <- function(sub_acct, ccy = NULL, config, tz = .okx_default_tz) {
  query_string <- .okx_build_query(subAcct = sub_acct, ccy = ccy)
  .gets$account_subaccount_max_withdrawal(query_string = query_string, config = config, tz = tz)
}

#' Precheck account mode switch
#'
#' Retrieve precheck information and any unmatched requirements for switching to
#' a target account mode.
#'
#' @param acct_lv Character or numeric. Target account mode.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with switch-precheck fields; nested margin and
#'   unmatched-information structures are JSON-encoded.
#'
#' @export
get_account_set_account_switch_precheck <- function(
  acct_lv,
  config,
  tz = .okx_default_tz
) {
  query_string <- .okx_build_query(acctLv = acct_lv)
  .gets$account_set_account_switch_precheck(query_string = query_string, config = config, tz = tz)
}

#' Get spot borrow and repay history
#'
#' Retrieve spot-mode borrow and repay history.
#'
#' @param ccy Character or `NULL`. Currency filter.
#' @param type Character or `NULL`. Event type filter.
#' @param after Character or `NULL`. Pagination cursor for earlier rows.
#' @param before Character or `NULL`. Pagination cursor for newer rows.
#' @param limit Integer or `NULL`. Number of rows to request.
#' @param config List. API credentials/config.
#' @param tz Character. Time zone for parsing timestamps. Default `"Asia/Hong_Kong"`.
#'
#' @return A `data.frame` with one row per borrow or repay event.
#'
#' @export
get_account_spot_borrow_repay_history <- function(ccy = NULL, type = NULL, after = NULL, before = NULL, limit = NULL, config, tz = .okx_default_tz) {
  query_string <- .okx_build_query(
    ccy = ccy,
    type = type,
    after = after,
    before = before,
    limit = limit
  )
  .gets$account_spot_borrow_repay_history(query_string = query_string, config = config, tz = tz)
}

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okxr documentation built on May 8, 2026, 5:09 p.m.