modern_treasury 0.0.0 → 0.1.0.pre.alpha.16

data/lib/modern_treasury/resources/ledger_transactions.rb

@@ -0,0 +1,262 @@
+# frozen_string_literal: true
+
+module ModernTreasury
+  module Resources
+    class LedgerTransactions
+      # @return [ModernTreasury::Resources::LedgerTransactions::Versions]
+      attr_reader :versions
+
+      # Create a ledger transaction.
+      #
+      # @param params [ModernTreasury::Models::LedgerTransactionCreateParams, Hash{Symbol=>Object}] .
+      #
+      #   @option params [Array<ModernTreasury::Models::LedgerTransactionCreateParams::LedgerEntry>] :ledger_entries An array of ledger entry objects.
+      #
+      #   @option params [String, nil] :description An optional description for internal use.
+      #
+      #   @option params [Time] :effective_at The timestamp (ISO8601 format) at which the ledger transaction happened for
+      #     reporting purposes.
+      #
+      #   @option params [Date] :effective_date The date (YYYY-MM-DD) on which the ledger transaction happened for reporting
+      #     purposes.
+      #
+      #   @option params [String] :external_id A unique string to represent the ledger transaction. Only one pending or posted
+      #     ledger transaction may have this ID in the ledger.
+      #
+      #   @option params [String] :ledgerable_id If the ledger transaction can be reconciled to another object in Modern
+      #     Treasury, the id will be populated here, otherwise null.
+      #
+      #   @option params [Symbol, ModernTreasury::Models::LedgerTransactionCreateParams::LedgerableType] :ledgerable_type If the ledger transaction can be reconciled to another object in Modern
+      #     Treasury, the type will be populated here, otherwise null. This can be one of
+      #     payment_order, incoming_payment_detail, expected_payment, return, paper_item, or
+      #     reversal.
+      #
+      #   @option params [Hash{Symbol=>String}] :metadata Additional data represented as key-value pairs. Both the key and value must be
+      #     strings.
+      #
+      #   @option params [Symbol, ModernTreasury::Models::LedgerTransactionCreateParams::Status] :status To post a ledger transaction at creation, use `posted`.
+      #
+      #   @option params [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil] :request_options
+      #
+      # @return [ModernTreasury::Models::LedgerTransaction]
+      def create(params)
+        parsed, options = ModernTreasury::Models::LedgerTransactionCreateParams.dump_request(params)
+        @client.request(
+          method: :post,
+          path: "api/ledger_transactions",
+          body: parsed,
+          model: ModernTreasury::Models::LedgerTransaction,
+          options: options
+        )
+      end
+
+      # Get details on a single ledger transaction.
+      #
+      # @param id [String] id
+      #
+      # @param params [ModernTreasury::Models::LedgerTransactionRetrieveParams, Hash{Symbol=>Object}] .
+      #
+      #   @option params [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil] :request_options
+      #
+      # @return [ModernTreasury::Models::LedgerTransaction]
+      def retrieve(id, params = {})
+        @client.request(
+          method: :get,
+          path: ["api/ledger_transactions/%0s", id],
+          model: ModernTreasury::Models::LedgerTransaction,
+          options: params[:request_options]
+        )
+      end
+
+      # Update the details of a ledger transaction.
+      #
+      # @param id [String] id
+      #
+      # @param params [ModernTreasury::Models::LedgerTransactionUpdateParams, Hash{Symbol=>Object}] .
+      #
+      #   @option params [String, nil] :description An optional description for internal use.
+      #
+      #   @option params [Time] :effective_at The timestamp (ISO8601 format) at which the ledger transaction happened for
+      #     reporting purposes.
+      #
+      #   @option params [Array<ModernTreasury::Models::LedgerTransactionUpdateParams::LedgerEntry>] :ledger_entries An array of ledger entry objects.
+      #
+      #   @option params [String] :ledgerable_id If the ledger transaction can be reconciled to another object in Modern
+      #     Treasury, the id will be populated here, otherwise null.
+      #
+      #   @option params [Symbol, ModernTreasury::Models::LedgerTransactionUpdateParams::LedgerableType] :ledgerable_type If the ledger transaction can be reconciled to another object in Modern
+      #     Treasury, the type will be populated here, otherwise null. This can be one of
+      #     payment_order, incoming_payment_detail, expected_payment, return, paper_item, or
+      #     reversal.
+      #
+      #   @option params [Hash{Symbol=>String}] :metadata Additional data represented as key-value pairs. Both the key and value must be
+      #     strings.
+      #
+      #   @option params [Symbol, ModernTreasury::Models::LedgerTransactionUpdateParams::Status] :status To post a ledger transaction at creation, use `posted`.
+      #
+      #   @option params [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil] :request_options
+      #
+      # @return [ModernTreasury::Models::LedgerTransaction]
+      def update(id, params = {})
+        parsed, options = ModernTreasury::Models::LedgerTransactionUpdateParams.dump_request(params)
+        @client.request(
+          method: :patch,
+          path: ["api/ledger_transactions/%0s", id],
+          body: parsed,
+          model: ModernTreasury::Models::LedgerTransaction,
+          options: options
+        )
+      end
+
+      # Get a list of ledger transactions.
+      #
+      # @param params [ModernTreasury::Models::LedgerTransactionListParams, Hash{Symbol=>Object}] .
+      #
+      #   @option params [Array<String>] :id If you have specific IDs to retrieve in bulk, you can pass them as query
+      #     parameters delimited with `id[]=`, for example `?id[]=123&id[]=abc`.
+      #
+      #   @option params [String, nil] :after_cursor
+      #
+      #   @option params [Hash{Symbol=>Time}] :effective_at Use "gt" (>), "gte" (>=), "lt" (<), "lte" (<=), or "eq" (=) to filter by
+      #     effective at. For example, for all transactions after Jan 1 2000, use
+      #     effective_at%5Bgt%5D=2000-01-01T00:00:00:00.000Z.
+      #
+      #   @option params [Hash{Symbol=>Time}] :effective_date Use `gt` (>), `gte` (>=), `lt` (<), `lte` (<=), or `eq` (=) to filter by
+      #     effective date. For example, for all dates after Jan 1 2000, use
+      #     effective_date%5Bgt%5D=2000-01-01.
+      #
+      #   @option params [String] :external_id
+      #
+      #   @option params [String] :ledger_account_category_id
+      #
+      #   @option params [String] :ledger_account_id
+      #
+      #   @option params [String] :ledger_account_settlement_id
+      #
+      #   @option params [String] :ledger_id
+      #
+      #   @option params [String] :ledgerable_id
+      #
+      #   @option params [Symbol, ModernTreasury::Models::LedgerTransactionListParams::LedgerableType] :ledgerable_type
+      #
+      #   @option params [Hash{Symbol=>String}] :metadata For example, if you want to query for records with metadata key `Type` and value
+      #     `Loan`, the query would be `metadata%5BType%5D=Loan`. This encodes the query
+      #     parameters.
+      #
+      #   @option params [ModernTreasury::Models::LedgerTransactionListParams::OrderBy] :order_by Order by `created_at` or `effective_at` in `asc` or `desc` order. For example,
+      #     to order by `effective_at asc`, use `order_by%5Beffective_at%5D=asc`. Ordering
+      #     by only one field at a time is supported.
+      #
+      #   @option params [String] :partially_posts_ledger_transaction_id
+      #
+      #   @option params [Integer] :per_page
+      #
+      #   @option params [Hash{Symbol=>Time}] :posted_at Use `gt` (>), `gte` (>=), `lt` (<), `lte` (<=), or `eq` (=) to filter by the
+      #     posted at timestamp. For example, for all times after Jan 1 2000 12:00 UTC, use
+      #     posted_at%5Bgt%5D=2000-01-01T12:00:00Z.
+      #
+      #   @option params [String] :reverses_ledger_transaction_id
+      #
+      #   @option params [Symbol, ModernTreasury::Models::LedgerTransactionListParams::Status] :status
+      #
+      #   @option params [Hash{Symbol=>Time}] :updated_at Use `gt` (>), `gte` (>=), `lt` (<), `lte` (<=), or `eq` (=) to filter by the
+      #     posted at timestamp. For example, for all times after Jan 1 2000 12:00 UTC, use
+      #     updated_at%5Bgt%5D=2000-01-01T12:00:00Z.
+      #
+      #   @option params [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil] :request_options
+      #
+      # @return [ModernTreasury::Page<ModernTreasury::Models::LedgerTransaction>]
+      def list(params = {})
+        parsed, options = ModernTreasury::Models::LedgerTransactionListParams.dump_request(params)
+        @client.request(
+          method: :get,
+          path: "api/ledger_transactions",
+          query: parsed,
+          page: ModernTreasury::Page,
+          model: ModernTreasury::Models::LedgerTransaction,
+          options: options
+        )
+      end
+
+      # Create a ledger transaction that partially posts another ledger transaction.
+      #
+      # @param id [String] The ID of the ledger transaction to partially post.
+      #
+      # @param params [ModernTreasury::Models::LedgerTransactionCreatePartialPostParams, Hash{Symbol=>Object}] .
+      #
+      #   @option params [Array<ModernTreasury::Models::LedgerTransactionCreatePartialPostParams::PostedLedgerEntry>] :posted_ledger_entries An array of ledger entry objects to be set on the posted ledger transaction.
+      #     There must be one entry for each of the existing entries with a lesser amount
+      #     than the existing entry.
+      #
+      #   @option params [String] :description An optional free-form description for the posted ledger transaction. Maximum of
+      #     1000 characters allowed.
+      #
+      #   @option params [Time] :effective_at The timestamp (IS08601 format) at which the posted ledger transaction happened
+      #     for reporting purposes.
+      #
+      #   @option params [Hash{Symbol=>String}] :metadata Additional data represented as key-value pairs. Both the key and value must be
+      #     strings.
+      #
+      #   @option params [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil] :request_options
+      #
+      # @return [ModernTreasury::Models::LedgerTransaction]
+      def create_partial_post(id, params)
+        parsed, options = ModernTreasury::Models::LedgerTransactionCreatePartialPostParams.dump_request(params)
+        @client.request(
+          method: :post,
+          path: ["api/ledger_transactions/%0s/partial_post", id],
+          body: parsed,
+          model: ModernTreasury::Models::LedgerTransaction,
+          options: options
+        )
+      end
+
+      # Create a ledger transaction reversal.
+      #
+      # @param id [String] The id of ledger transaction to reverse.
+      #
+      # @param params [ModernTreasury::Models::LedgerTransactionCreateReversalParams, Hash{Symbol=>Object}] .
+      #
+      #   @option params [String] :description An optional free-form description for the reversal ledger transaction. Maximum
+      #     of 1000 characters allowed.
+      #
+      #   @option params [Time, nil] :effective_at The timestamp (ISO8601 format) at which the reversal ledger transaction happened
+      #     for reporting purposes. It defaults to the `effective_at` of the original ledger
+      #     transaction if not provided.
+      #
+      #   @option params [String] :external_id Must be unique within the ledger.
+      #
+      #   @option params [String] :ledgerable_id Specify this if you'd like to link the reversal ledger transaction to a Payment
+      #     object like Return or Reversal.
+      #
+      #   @option params [Symbol, ModernTreasury::Models::LedgerTransactionCreateReversalParams::LedgerableType] :ledgerable_type Specify this if you'd like to link the reversal ledger transaction to a Payment
+      #     object like Return or Reversal.
+      #
+      #   @option params [Hash{Symbol=>String}] :metadata Additional data to be added to the reversal ledger transaction as key-value
+      #     pairs. Both the key and value must be strings.
+      #
+      #   @option params [Symbol, ModernTreasury::Models::LedgerTransactionCreateReversalParams::Status] :status Status of the reversal ledger transaction. It defaults to `posted` if not
+      #     provided.
+      #
+      #   @option params [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil] :request_options
+      #
+      # @return [ModernTreasury::Models::LedgerTransaction]
+      def create_reversal(id, params = {})
+        parsed, options = ModernTreasury::Models::LedgerTransactionCreateReversalParams.dump_request(params)
+        @client.request(
+          method: :post,
+          path: ["api/ledger_transactions/%0s/reversal", id],
+          body: parsed,
+          model: ModernTreasury::Models::LedgerTransaction,
+          options: options
+        )
+      end
+
+      # @param client [ModernTreasury::Client]
+      def initialize(client:)
+        @client = client
+        @versions = ModernTreasury::Resources::LedgerTransactions::Versions.new(client: client)
+      end
+    end
+  end
+end

data/lib/modern_treasury/resources/ledgerable_events.rb

@@ -0,0 +1,57 @@
+# frozen_string_literal: true
+
+module ModernTreasury
+  module Resources
+    class LedgerableEvents
+      # Create a ledgerable event.
+      #
+      # @param params [ModernTreasury::Models::LedgerableEventCreateParams, Hash{Symbol=>Object}] .
+      #
+      #   @option params [String] :name Name of the ledgerable event.
+      #
+      #   @option params [Object, nil] :custom_data Additionally data to be used by the Ledger Event Handler.
+      #
+      #   @option params [String, nil] :description Description of the ledgerable event.
+      #
+      #   @option params [Hash{Symbol=>String}] :metadata Additional data represented as key-value pairs. Both the key and value must be
+      #     strings.
+      #
+      #   @option params [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil] :request_options
+      #
+      # @return [ModernTreasury::Models::LedgerableEvent]
+      def create(params)
+        parsed, options = ModernTreasury::Models::LedgerableEventCreateParams.dump_request(params)
+        @client.request(
+          method: :post,
+          path: "api/ledgerable_events",
+          body: parsed,
+          model: ModernTreasury::Models::LedgerableEvent,
+          options: options
+        )
+      end
+
+      # Get details on a single ledgerable event.
+      #
+      # @param id [String] id
+      #
+      # @param params [ModernTreasury::Models::LedgerableEventRetrieveParams, Hash{Symbol=>Object}] .
+      #
+      #   @option params [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil] :request_options
+      #
+      # @return [ModernTreasury::Models::LedgerableEvent]
+      def retrieve(id, params = {})
+        @client.request(
+          method: :get,
+          path: ["api/ledgerable_events/%0s", id],
+          model: ModernTreasury::Models::LedgerableEvent,
+          options: params[:request_options]
+        )
+      end
+
+      # @param client [ModernTreasury::Client]
+      def initialize(client:)
+        @client = client
+      end
+    end
+  end
+end

data/lib/modern_treasury/resources/ledgers.rb

@@ -0,0 +1,134 @@
+# frozen_string_literal: true
+
+module ModernTreasury
+  module Resources
+    class Ledgers
+      # Create a ledger.
+      #
+      # @param params [ModernTreasury::Models::LedgerCreateParams, Hash{Symbol=>Object}] .
+      #
+      #   @option params [String] :name The name of the ledger.
+      #
+      #   @option params [String, nil] :description An optional free-form description for internal use.
+      #
+      #   @option params [Hash{Symbol=>String}] :metadata Additional data represented as key-value pairs. Both the key and value must be
+      #     strings.
+      #
+      #   @option params [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil] :request_options
+      #
+      # @return [ModernTreasury::Models::Ledger]
+      def create(params)
+        parsed, options = ModernTreasury::Models::LedgerCreateParams.dump_request(params)
+        @client.request(
+          method: :post,
+          path: "api/ledgers",
+          body: parsed,
+          model: ModernTreasury::Models::Ledger,
+          options: options
+        )
+      end
+
+      # Get details on a single ledger.
+      #
+      # @param id [String] id
+      #
+      # @param params [ModernTreasury::Models::LedgerRetrieveParams, Hash{Symbol=>Object}] .
+      #
+      #   @option params [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil] :request_options
+      #
+      # @return [ModernTreasury::Models::Ledger]
+      def retrieve(id, params = {})
+        @client.request(
+          method: :get,
+          path: ["api/ledgers/%0s", id],
+          model: ModernTreasury::Models::Ledger,
+          options: params[:request_options]
+        )
+      end
+
+      # Update the details of a ledger.
+      #
+      # @param id [String] id
+      #
+      # @param params [ModernTreasury::Models::LedgerUpdateParams, Hash{Symbol=>Object}] .
+      #
+      #   @option params [String, nil] :description An optional free-form description for internal use.
+      #
+      #   @option params [Hash{Symbol=>String}] :metadata Additional data represented as key-value pairs. Both the key and value must be
+      #     strings.
+      #
+      #   @option params [String] :name The name of the ledger.
+      #
+      #   @option params [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil] :request_options
+      #
+      # @return [ModernTreasury::Models::Ledger]
+      def update(id, params = {})
+        parsed, options = ModernTreasury::Models::LedgerUpdateParams.dump_request(params)
+        @client.request(
+          method: :patch,
+          path: ["api/ledgers/%0s", id],
+          body: parsed,
+          model: ModernTreasury::Models::Ledger,
+          options: options
+        )
+      end
+
+      # Get a list of ledgers.
+      #
+      # @param params [ModernTreasury::Models::LedgerListParams, Hash{Symbol=>Object}] .
+      #
+      #   @option params [Array<String>] :id If you have specific IDs to retrieve in bulk, you can pass them as query
+      #     parameters delimited with `id[]=`, for example `?id[]=123&id[]=abc`.
+      #
+      #   @option params [String, nil] :after_cursor
+      #
+      #   @option params [Hash{Symbol=>String}] :metadata For example, if you want to query for records with metadata key `Type` and value
+      #     `Loan`, the query would be `metadata%5BType%5D=Loan`. This encodes the query
+      #     parameters.
+      #
+      #   @option params [Integer] :per_page
+      #
+      #   @option params [Hash{Symbol=>Time}] :updated_at Use `gt` (>), `gte` (>=), `lt` (<), `lte` (<=), or `eq` (=) to filter by the
+      #     posted at timestamp. For example, for all times after Jan 1 2000 12:00 UTC, use
+      #     updated_at%5Bgt%5D=2000-01-01T12:00:00Z.
+      #
+      #   @option params [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil] :request_options
+      #
+      # @return [ModernTreasury::Page<ModernTreasury::Models::Ledger>]
+      def list(params = {})
+        parsed, options = ModernTreasury::Models::LedgerListParams.dump_request(params)
+        @client.request(
+          method: :get,
+          path: "api/ledgers",
+          query: parsed,
+          page: ModernTreasury::Page,
+          model: ModernTreasury::Models::Ledger,
+          options: options
+        )
+      end
+
+      # Delete a ledger.
+      #
+      # @param id [String] id
+      #
+      # @param params [ModernTreasury::Models::LedgerDeleteParams, Hash{Symbol=>Object}] .
+      #
+      #   @option params [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil] :request_options
+      #
+      # @return [ModernTreasury::Models::Ledger]
+      def delete(id, params = {})
+        @client.request(
+          method: :delete,
+          path: ["api/ledgers/%0s", id],
+          model: ModernTreasury::Models::Ledger,
+          options: params[:request_options]
+        )
+      end
+
+      # @param client [ModernTreasury::Client]
+      def initialize(client:)
+        @client = client
+      end
+    end
+  end
+end

data/lib/modern_treasury/resources/legal_entities.rb

@@ -0,0 +1,193 @@
+# frozen_string_literal: true
+
+module ModernTreasury
+  module Resources
+    class LegalEntities
+      # create legal_entity
+      #
+      # @param params [ModernTreasury::Models::LegalEntityCreateParams, Hash{Symbol=>Object}] .
+      #
+      #   @option params [Symbol, ModernTreasury::Models::LegalEntityCreateParams::LegalEntityType] :legal_entity_type The type of legal entity.
+      #
+      #   @option params [Array<ModernTreasury::Models::LegalEntityCreateParams::Address>] :addresses A list of addresses for the entity.
+      #
+      #   @option params [ModernTreasury::Models::BankSettings, nil] :bank_settings
+      #
+      #   @option params [String, nil] :business_name The business's legal business name.
+      #
+      #   @option params [String, nil] :citizenship_country The country of citizenship for an individual.
+      #
+      #   @option params [Date, nil] :date_formed A business's formation date (YYYY-MM-DD).
+      #
+      #   @option params [Date, nil] :date_of_birth An individual's date of birth (YYYY-MM-DD).
+      #
+      #   @option params [Array<String>] :doing_business_as_names
+      #
+      #   @option params [String, nil] :email The entity's primary email.
+      #
+      #   @option params [String, nil] :first_name An individual's first name.
+      #
+      #   @option params [Array<ModernTreasury::Models::LegalEntityCreateParams::Identification>] :identifications A list of identifications for the legal entity.
+      #
+      #   @option params [String, nil] :last_name An individual's last name.
+      #
+      #   @option params [Array<ModernTreasury::Models::LegalEntityCreateParams::LegalEntityAssociation>, nil] :legal_entity_associations The legal entity associations and its child legal entities.
+      #
+      #   @option params [Symbol, ModernTreasury::Models::LegalEntityCreateParams::LegalStructure, nil] :legal_structure The business's legal structure.
+      #
+      #   @option params [Hash{Symbol=>String}] :metadata Additional data represented as key-value pairs. Both the key and value must be
+      #     strings.
+      #
+      #   @option params [String, nil] :middle_name An individual's middle name.
+      #
+      #   @option params [Array<ModernTreasury::Models::LegalEntityCreateParams::PhoneNumber>] :phone_numbers
+      #
+      #   @option params [Boolean, nil] :politically_exposed_person Whether the individual is a politically exposed person.
+      #
+      #   @option params [String, nil] :preferred_name An individual's preferred name.
+      #
+      #   @option params [String, nil] :prefix An individual's prefix.
+      #
+      #   @option params [Symbol, ModernTreasury::Models::LegalEntityCreateParams::RiskRating, nil] :risk_rating The risk rating of the legal entity. One of low, medium, high.
+      #
+      #   @option params [String, nil] :suffix An individual's suffix.
+      #
+      #   @option params [ModernTreasury::Models::WealthAndEmploymentDetails, nil] :wealth_and_employment_details
+      #
+      #   @option params [String, nil] :website The entity's primary website URL.
+      #
+      #   @option params [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil] :request_options
+      #
+      # @return [ModernTreasury::Models::LegalEntity]
+      def create(params)
+        parsed, options = ModernTreasury::Models::LegalEntityCreateParams.dump_request(params)
+        @client.request(
+          method: :post,
+          path: "api/legal_entities",
+          body: parsed,
+          model: ModernTreasury::Models::LegalEntity,
+          options: options
+        )
+      end
+
+      # Get details on a single legal entity.
+      #
+      # @param id [String] id
+      #
+      # @param params [ModernTreasury::Models::LegalEntityRetrieveParams, Hash{Symbol=>Object}] .
+      #
+      #   @option params [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil] :request_options
+      #
+      # @return [ModernTreasury::Models::LegalEntity]
+      def retrieve(id, params = {})
+        @client.request(
+          method: :get,
+          path: ["api/legal_entities/%0s", id],
+          model: ModernTreasury::Models::LegalEntity,
+          options: params[:request_options]
+        )
+      end
+
+      # Update a legal entity.
+      #
+      # @param id [String] id
+      #
+      # @param params [ModernTreasury::Models::LegalEntityUpdateParams, Hash{Symbol=>Object}] .
+      #
+      #   @option params [Array<ModernTreasury::Models::LegalEntityUpdateParams::Address>] :addresses A list of addresses for the entity.
+      #
+      #   @option params [ModernTreasury::Models::BankSettings, nil] :bank_settings
+      #
+      #   @option params [String, nil] :business_name The business's legal business name.
+      #
+      #   @option params [String, nil] :citizenship_country The country of citizenship for an individual.
+      #
+      #   @option params [Date, nil] :date_formed A business's formation date (YYYY-MM-DD).
+      #
+      #   @option params [Date, nil] :date_of_birth An individual's date of birth (YYYY-MM-DD).
+      #
+      #   @option params [Array<String>] :doing_business_as_names
+      #
+      #   @option params [String, nil] :email The entity's primary email.
+      #
+      #   @option params [String, nil] :first_name An individual's first name.
+      #
+      #   @option params [Array<ModernTreasury::Models::LegalEntityUpdateParams::Identification>] :identifications A list of identifications for the legal entity.
+      #
+      #   @option params [String, nil] :last_name An individual's last name.
+      #
+      #   @option params [Symbol, ModernTreasury::Models::LegalEntityUpdateParams::LegalStructure, nil] :legal_structure The business's legal structure.
+      #
+      #   @option params [Hash{Symbol=>String}] :metadata Additional data represented as key-value pairs. Both the key and value must be
+      #     strings.
+      #
+      #   @option params [String, nil] :middle_name An individual's middle name.
+      #
+      #   @option params [Array<ModernTreasury::Models::LegalEntityUpdateParams::PhoneNumber>] :phone_numbers
+      #
+      #   @option params [Boolean, nil] :politically_exposed_person Whether the individual is a politically exposed person.
+      #
+      #   @option params [String, nil] :preferred_name An individual's preferred name.
+      #
+      #   @option params [String, nil] :prefix An individual's prefix.
+      #
+      #   @option params [Symbol, ModernTreasury::Models::LegalEntityUpdateParams::RiskRating, nil] :risk_rating The risk rating of the legal entity. One of low, medium, high.
+      #
+      #   @option params [String, nil] :suffix An individual's suffix.
+      #
+      #   @option params [ModernTreasury::Models::WealthAndEmploymentDetails, nil] :wealth_and_employment_details
+      #
+      #   @option params [String, nil] :website The entity's primary website URL.
+      #
+      #   @option params [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil] :request_options
+      #
+      # @return [ModernTreasury::Models::LegalEntity]
+      def update(id, params = {})
+        parsed, options = ModernTreasury::Models::LegalEntityUpdateParams.dump_request(params)
+        @client.request(
+          method: :patch,
+          path: ["api/legal_entities/%0s", id],
+          body: parsed,
+          model: ModernTreasury::Models::LegalEntity,
+          options: options
+        )
+      end
+
+      # Get a list of all legal entities.
+      #
+      # @param params [ModernTreasury::Models::LegalEntityListParams, Hash{Symbol=>Object}] .
+      #
+      #   @option params [String, nil] :after_cursor
+      #
+      #   @option params [Symbol, ModernTreasury::Models::LegalEntityListParams::LegalEntityType] :legal_entity_type
+      #
+      #   @option params [Hash{Symbol=>String}] :metadata For example, if you want to query for records with metadata key `Type` and value
+      #     `Loan`, the query would be `metadata%5BType%5D=Loan`. This encodes the query
+      #     parameters.
+      #
+      #   @option params [Integer] :per_page
+      #
+      #   @option params [String] :show_deleted
+      #
+      #   @option params [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil] :request_options
+      #
+      # @return [ModernTreasury::Page<ModernTreasury::Models::LegalEntity>]
+      def list(params = {})
+        parsed, options = ModernTreasury::Models::LegalEntityListParams.dump_request(params)
+        @client.request(
+          method: :get,
+          path: "api/legal_entities",
+          query: parsed,
+          page: ModernTreasury::Page,
+          model: ModernTreasury::Models::LegalEntity,
+          options: options
+        )
+      end
+
+      # @param client [ModernTreasury::Client]
+      def initialize(client:)
+        @client = client
+      end
+    end
+  end
+end

data/lib/modern_treasury/resources/legal_entity_associations.rb

@@ -0,0 +1,43 @@
+# frozen_string_literal: true
+
+module ModernTreasury
+  module Resources
+    class LegalEntityAssociations
+      # create legal_entity_association
+      #
+      # @param params [ModernTreasury::Models::LegalEntityAssociationCreateParams, Hash{Symbol=>Object}] .
+      #
+      #   @option params [String] :parent_legal_entity_id The ID of the parent legal entity. This must be a business or joint legal
+      #     entity.
+      #
+      #   @option params [Array<Symbol, ModernTreasury::Models::LegalEntityAssociationCreateParams::RelationshipType>] :relationship_types
+      #
+      #   @option params [ModernTreasury::Models::LegalEntityAssociationCreateParams::ChildLegalEntity] :child_legal_entity The child legal entity.
+      #
+      #   @option params [String] :child_legal_entity_id The ID of the child legal entity.
+      #
+      #   @option params [Integer, nil] :ownership_percentage The child entity's ownership percentage iff they are a beneficial owner.
+      #
+      #   @option params [String, nil] :title The job title of the child entity at the parent entity.
+      #
+      #   @option params [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil] :request_options
+      #
+      # @return [ModernTreasury::Models::LegalEntityAssociation]
+      def create(params)
+        parsed, options = ModernTreasury::Models::LegalEntityAssociationCreateParams.dump_request(params)
+        @client.request(
+          method: :post,
+          path: "api/legal_entity_associations",
+          body: parsed,
+          model: ModernTreasury::Models::LegalEntityAssociation,
+          options: options
+        )
+      end
+
+      # @param client [ModernTreasury::Client]
+      def initialize(client:)
+        @client = client
+      end
+    end
+  end
+end