modern_treasury 0.1.0.pre.alpha.22 → 0.1.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- checksums.yaml +4 -4
- data/CHANGELOG.md +38 -0
- data/README.md +1 -1
- data/lib/modern_treasury/client.rb +0 -12
- data/lib/modern_treasury/internal/transport/base_client.rb +1 -1
- data/lib/modern_treasury/internal/type/base_model.rb +4 -4
- data/lib/modern_treasury/models/accounting.rb +30 -0
- data/lib/modern_treasury/models/address.rb +94 -0
- data/lib/modern_treasury/models/address_request.rb +54 -0
- data/lib/modern_treasury/models/bulk_request_create_params.rb +144 -1505
- data/lib/modern_treasury/models/child_legal_entity_create.rb +275 -0
- data/lib/modern_treasury/models/connection_legal_entity_create_params.rb +10 -627
- data/lib/modern_treasury/models/contact_detail.rb +81 -0
- data/lib/modern_treasury/models/contact_detail_create_request.rb +34 -0
- data/lib/modern_treasury/models/counterparty.rb +24 -177
- data/lib/modern_treasury/models/counterparty_create_params.rb +37 -838
- data/lib/modern_treasury/models/counterparty_list_params.rb +9 -1
- data/lib/modern_treasury/models/document.rb +4 -6
- data/lib/modern_treasury/models/document_create_params.rb +0 -2
- data/lib/modern_treasury/models/document_list_params.rb +4 -6
- data/lib/modern_treasury/models/expected_payment.rb +9 -1
- data/lib/modern_treasury/models/expected_payment_create_params.rb +12 -230
- data/lib/modern_treasury/models/expected_payment_list_params.rb +8 -1
- data/lib/modern_treasury/models/expected_payment_update_params.rb +9 -1
- data/lib/modern_treasury/models/external_account.rb +15 -177
- data/lib/modern_treasury/models/external_account_create_params.rb +18 -210
- data/lib/modern_treasury/models/external_account_list_params.rb +9 -1
- data/lib/modern_treasury/models/external_account_update_params.rb +3 -52
- data/lib/modern_treasury/models/foreign_exchange_quote.rb +3 -73
- data/lib/modern_treasury/models/foreign_exchange_rate.rb +71 -0
- data/lib/modern_treasury/models/identification_create_request.rb +86 -0
- data/lib/modern_treasury/models/internal_account.rb +3 -95
- data/lib/modern_treasury/models/internal_account_update_account_capability_params.rb +34 -0
- data/lib/modern_treasury/models/internal_account_update_account_capability_response.rb +131 -0
- data/lib/modern_treasury/models/invoice.rb +3 -81
- data/lib/modern_treasury/models/invoice_create_params.rb +3 -83
- data/lib/modern_treasury/models/invoice_update_params.rb +3 -83
- data/lib/modern_treasury/models/ledger_account.rb +9 -141
- data/lib/modern_treasury/models/ledger_account_balance_monitor.rb +3 -182
- data/lib/modern_treasury/models/ledger_account_category.rb +3 -175
- data/lib/modern_treasury/models/ledger_account_category_list_params.rb +9 -5
- data/lib/modern_treasury/models/ledger_account_category_retrieve_params.rb +4 -2
- data/lib/modern_treasury/models/ledger_account_create_params.rb +2 -105
- data/lib/modern_treasury/models/ledger_account_create_request.rb +113 -0
- data/lib/modern_treasury/models/ledger_account_statement_create_response.rb +6 -360
- data/lib/modern_treasury/models/ledger_account_statement_retrieve_response.rb +6 -360
- data/lib/modern_treasury/models/ledger_balance.rb +45 -0
- data/lib/modern_treasury/models/ledger_balances.rb +38 -0
- data/lib/modern_treasury/models/ledger_entry.rb +3 -183
- data/lib/modern_treasury/models/ledger_entry_create_request.rb +98 -0
- data/lib/modern_treasury/models/ledger_entry_list_params.rb +48 -8
- data/lib/modern_treasury/models/ledger_transaction.rb +14 -6
- data/lib/modern_treasury/models/ledger_transaction_create_params.rb +2 -212
- data/lib/modern_treasury/models/ledger_transaction_create_request.rb +123 -0
- data/lib/modern_treasury/models/ledger_transaction_create_reversal_params.rb +0 -1
- data/lib/modern_treasury/models/ledger_transaction_list_params.rb +44 -7
- data/lib/modern_treasury/models/ledger_transaction_update_params.rb +5 -104
- data/lib/modern_treasury/models/ledger_transactions/ledger_transaction_version.rb +15 -193
- data/lib/modern_treasury/models/legal_entity_address_create_request.rb +78 -0
- data/lib/modern_treasury/models/legal_entity_association.rb +1 -0
- data/lib/modern_treasury/models/legal_entity_association_create_params.rb +4 -448
- data/lib/modern_treasury/models/legal_entity_create_params.rb +10 -618
- data/lib/modern_treasury/models/legal_entity_update_params.rb +6 -165
- data/lib/modern_treasury/models/line_item.rb +3 -29
- data/lib/modern_treasury/models/payment_action_list_params.rb +1 -0
- data/lib/modern_treasury/models/payment_order.rb +13 -102
- data/lib/modern_treasury/models/payment_order_create_async_params.rb +24 -477
- data/lib/modern_treasury/models/payment_order_create_params.rb +24 -479
- data/lib/modern_treasury/models/payment_order_update_params.rb +21 -248
- data/lib/modern_treasury/models/payment_orders/reversal_create_params.rb +3 -232
- data/lib/modern_treasury/models/payment_reference.rb +7 -1
- data/lib/modern_treasury/models/return_list_params.rb +5 -6
- data/lib/modern_treasury/models/return_object.rb +7 -3
- data/lib/modern_treasury/models/routing_detail.rb +3 -93
- data/lib/modern_treasury/models/routing_number_lookup_request.rb +3 -55
- data/lib/modern_treasury/models/transaction.rb +5 -73
- data/lib/modern_treasury/models/transactions/transaction_line_item.rb +0 -1
- data/lib/modern_treasury/models/virtual_account_create_params.rb +3 -117
- data/lib/modern_treasury/models.rb +31 -6
- data/lib/modern_treasury/resources/bulk_requests.rb +1 -1
- data/lib/modern_treasury/resources/counterparties.rb +20 -14
- data/lib/modern_treasury/resources/expected_payments.rb +10 -4
- data/lib/modern_treasury/resources/external_accounts.rb +23 -17
- data/lib/modern_treasury/resources/internal_accounts.rb +34 -0
- data/lib/modern_treasury/resources/invoices.rb +2 -2
- data/lib/modern_treasury/resources/ledger_account_categories.rb +1 -1
- data/lib/modern_treasury/resources/ledger_accounts.rb +1 -1
- data/lib/modern_treasury/resources/ledger_entries.rb +1 -1
- data/lib/modern_treasury/resources/ledger_transactions.rb +5 -5
- data/lib/modern_treasury/resources/legal_entities.rb +4 -4
- data/lib/modern_treasury/resources/legal_entity_associations.rb +1 -1
- data/lib/modern_treasury/resources/payment_orders/reversals.rb +1 -1
- data/lib/modern_treasury/resources/payment_orders.rb +5 -5
- data/lib/modern_treasury/resources/returns.rb +1 -1
- data/lib/modern_treasury/resources/virtual_accounts.rb +1 -1
- data/lib/modern_treasury/version.rb +1 -1
- data/lib/modern_treasury.rb +16 -6
- data/rbi/modern_treasury/client.rbi +0 -9
- data/rbi/modern_treasury/internal/transport/base_client.rbi +1 -1
- data/rbi/modern_treasury/models/accounting.rbi +48 -0
- data/rbi/modern_treasury/models/address.rbi +107 -0
- data/rbi/modern_treasury/models/address_request.rbi +76 -0
- data/rbi/modern_treasury/models/bulk_request_create_params.rbi +701 -3140
- data/rbi/modern_treasury/models/child_legal_entity_create.rbi +511 -0
- data/rbi/modern_treasury/models/connection_legal_entity_create_params.rbi +17 -1314
- data/rbi/modern_treasury/models/contact_detail.rbi +124 -0
- data/rbi/modern_treasury/models/contact_detail_create_request.rbi +99 -0
- data/rbi/modern_treasury/models/counterparty.rbi +24 -264
- data/rbi/modern_treasury/models/counterparty_create_params.rbi +47 -1718
- data/rbi/modern_treasury/models/counterparty_list_params.rbi +11 -0
- data/rbi/modern_treasury/models/document.rbi +6 -16
- data/rbi/modern_treasury/models/document_create_params.rbi +0 -10
- data/rbi/modern_treasury/models/document_list_params.rbi +6 -16
- data/rbi/modern_treasury/models/expected_payment.rbi +8 -0
- data/rbi/modern_treasury/models/expected_payment_create_params.rbi +12 -419
- data/rbi/modern_treasury/models/expected_payment_list_params.rbi +9 -0
- data/rbi/modern_treasury/models/expected_payment_update_params.rbi +8 -0
- data/rbi/modern_treasury/models/external_account.rbi +15 -244
- data/rbi/modern_treasury/models/external_account_create_params.rbi +20 -400
- data/rbi/modern_treasury/models/external_account_list_params.rbi +11 -0
- data/rbi/modern_treasury/models/external_account_update_params.rbi +4 -86
- data/rbi/modern_treasury/models/foreign_exchange_quote.rbi +4 -99
- data/rbi/modern_treasury/models/foreign_exchange_rate.rbi +96 -0
- data/rbi/modern_treasury/models/identification_create_request.rbi +212 -0
- data/rbi/modern_treasury/models/internal_account.rbi +4 -115
- data/rbi/modern_treasury/models/internal_account_update_account_capability_params.rbi +54 -0
- data/rbi/modern_treasury/models/internal_account_update_account_capability_response.rbi +304 -0
- data/rbi/modern_treasury/models/invoice.rbi +3 -128
- data/rbi/modern_treasury/models/invoice_create_params.rbi +4 -139
- data/rbi/modern_treasury/models/invoice_update_params.rbi +4 -139
- data/rbi/modern_treasury/models/ledger_account.rbi +12 -218
- data/rbi/modern_treasury/models/ledger_account_balance_monitor.rbi +4 -303
- data/rbi/modern_treasury/models/ledger_account_category.rbi +4 -301
- data/rbi/modern_treasury/models/ledger_account_category_list_params.rbi +14 -7
- data/rbi/modern_treasury/models/ledger_account_category_retrieve_params.rbi +6 -3
- data/rbi/modern_treasury/models/ledger_account_create_params.rbi +5 -173
- data/rbi/modern_treasury/models/ledger_account_create_request.rbi +194 -0
- data/rbi/modern_treasury/models/ledger_account_statement_create_response.rbi +8 -612
- data/rbi/modern_treasury/models/ledger_account_statement_retrieve_response.rbi +8 -612
- data/rbi/modern_treasury/models/ledger_balance.rbi +66 -0
- data/rbi/modern_treasury/models/ledger_balances.rbi +75 -0
- data/rbi/modern_treasury/models/ledger_entry.rbi +4 -309
- data/rbi/modern_treasury/models/ledger_entry_create_request.rbi +137 -0
- data/rbi/modern_treasury/models/ledger_entry_list_params.rbi +99 -16
- data/rbi/modern_treasury/models/ledger_transaction.rbi +17 -11
- data/rbi/modern_treasury/models/ledger_transaction_create_params.rbi +5 -383
- data/rbi/modern_treasury/models/ledger_transaction_create_request.rbi +258 -0
- data/rbi/modern_treasury/models/ledger_transaction_create_reversal_params.rbi +0 -5
- data/rbi/modern_treasury/models/ledger_transaction_list_params.rbi +93 -18
- data/rbi/modern_treasury/models/ledger_transaction_update_params.rbi +7 -158
- data/rbi/modern_treasury/models/ledger_transactions/ledger_transaction_version.rbi +18 -316
- data/rbi/modern_treasury/models/legal_entity_address_create_request.rbi +157 -0
- data/rbi/modern_treasury/models/legal_entity_association.rbi +5 -0
- data/rbi/modern_treasury/models/legal_entity_association_create_params.rbi +9 -917
- data/rbi/modern_treasury/models/legal_entity_create_params.rbi +17 -1297
- data/rbi/modern_treasury/models/legal_entity_update_params.rbi +8 -378
- data/rbi/modern_treasury/models/line_item.rbi +4 -52
- data/rbi/modern_treasury/models/payment_action_list_params.rbi +5 -0
- data/rbi/modern_treasury/models/payment_order.rbi +43 -159
- data/rbi/modern_treasury/models/payment_order_create_async_params.rbi +28 -882
- data/rbi/modern_treasury/models/payment_order_create_params.rbi +28 -887
- data/rbi/modern_treasury/models/payment_order_update_params.rbi +24 -460
- data/rbi/modern_treasury/models/payment_orders/reversal_create_params.rbi +4 -415
- data/rbi/modern_treasury/models/payment_reference.rbi +35 -5
- data/rbi/modern_treasury/models/return_list_params.rbi +6 -11
- data/rbi/modern_treasury/models/return_object.rbi +35 -12
- data/rbi/modern_treasury/models/routing_detail.rbi +4 -113
- data/rbi/modern_treasury/models/routing_number_lookup_request.rbi +4 -87
- data/rbi/modern_treasury/models/transaction.rbi +14 -103
- data/rbi/modern_treasury/models/transactions/transaction_line_item.rbi +0 -5
- data/rbi/modern_treasury/models/virtual_account_create_params.rbi +4 -203
- data/rbi/modern_treasury/models.rbi +36 -6
- data/rbi/modern_treasury/resources/bulk_requests.rbi +2 -2
- data/rbi/modern_treasury/resources/counterparties.rbi +20 -12
- data/rbi/modern_treasury/resources/documents.rbi +2 -2
- data/rbi/modern_treasury/resources/expected_payments.rbi +9 -1
- data/rbi/modern_treasury/resources/external_accounts.rbi +29 -22
- data/rbi/modern_treasury/resources/internal_accounts.rbi +24 -0
- data/rbi/modern_treasury/resources/invoices.rbi +2 -8
- data/rbi/modern_treasury/resources/ledger_account_categories.rbi +7 -3
- data/rbi/modern_treasury/resources/ledger_accounts.rbi +1 -1
- data/rbi/modern_treasury/resources/ledger_entries.rbi +9 -2
- data/rbi/modern_treasury/resources/ledger_transactions.rbi +13 -13
- data/rbi/modern_treasury/resources/legal_entities.rbi +4 -8
- data/rbi/modern_treasury/resources/legal_entity_associations.rbi +1 -2
- data/rbi/modern_treasury/resources/payment_orders/reversals.rbi +1 -1
- data/rbi/modern_treasury/resources/payment_orders.rbi +5 -8
- data/rbi/modern_treasury/resources/returns.rbi +2 -2
- data/rbi/modern_treasury/resources/virtual_accounts.rbi +1 -2
- data/sig/modern_treasury/client.rbs +0 -6
- data/sig/modern_treasury/internal/transport/base_client.rbs +1 -1
- data/sig/modern_treasury/models/accounting.rbs +15 -0
- data/sig/modern_treasury/models/address.rbs +70 -0
- data/sig/modern_treasury/models/address_request.rbs +45 -0
- data/sig/modern_treasury/models/bulk_request_create_params.rbs +88 -1089
- data/sig/modern_treasury/models/child_legal_entity_create.rbs +220 -0
- data/sig/modern_treasury/models/connection_legal_entity_create_params.rbs +21 -548
- data/sig/modern_treasury/models/contact_detail.rbs +67 -0
- data/sig/modern_treasury/models/contact_detail_create_request.rbs +43 -0
- data/sig/modern_treasury/models/counterparty.rbs +20 -141
- data/sig/modern_treasury/models/counterparty_create_params.rbs +49 -737
- data/sig/modern_treasury/models/counterparty_list_params.rbs +7 -0
- data/sig/modern_treasury/models/document.rbs +0 -4
- data/sig/modern_treasury/models/document_create_params.rbs +0 -4
- data/sig/modern_treasury/models/document_list_params.rbs +0 -4
- data/sig/modern_treasury/models/expected_payment.rbs +5 -0
- data/sig/modern_treasury/models/expected_payment_create_params.rbs +11 -173
- data/sig/modern_treasury/models/expected_payment_list_params.rbs +7 -0
- data/sig/modern_treasury/models/expected_payment_update_params.rbs +5 -0
- data/sig/modern_treasury/models/external_account.rbs +13 -139
- data/sig/modern_treasury/models/external_account_create_params.rbs +23 -189
- data/sig/modern_treasury/models/external_account_list_params.rbs +7 -0
- data/sig/modern_treasury/models/external_account_update_params.rbs +6 -48
- data/sig/modern_treasury/models/foreign_exchange_quote.rbs +4 -51
- data/sig/modern_treasury/models/foreign_exchange_rate.rbs +50 -0
- data/sig/modern_treasury/models/identification_create_request.rbs +93 -0
- data/sig/modern_treasury/models/internal_account.rbs +4 -71
- data/sig/modern_treasury/models/internal_account_update_account_capability_params.rbs +28 -0
- data/sig/modern_treasury/models/internal_account_update_account_capability_response.rbs +137 -0
- data/sig/modern_treasury/models/invoice.rbs +4 -68
- data/sig/modern_treasury/models/invoice_create_params.rbs +6 -70
- data/sig/modern_treasury/models/invoice_update_params.rbs +6 -70
- data/sig/modern_treasury/models/ledger_account.rbs +12 -123
- data/sig/modern_treasury/models/ledger_account_balance_monitor.rbs +4 -142
- data/sig/modern_treasury/models/ledger_account_category.rbs +4 -142
- data/sig/modern_treasury/models/ledger_account_category_list_params.rbs +5 -5
- data/sig/modern_treasury/models/ledger_account_create_params.rbs +4 -84
- data/sig/modern_treasury/models/ledger_account_create_request.rbs +89 -0
- data/sig/modern_treasury/models/ledger_account_statement_create_response.rbs +8 -284
- data/sig/modern_treasury/models/ledger_account_statement_retrieve_response.rbs +8 -284
- data/sig/modern_treasury/models/ledger_balance.rbs +40 -0
- data/sig/modern_treasury/models/ledger_balances.rbs +30 -0
- data/sig/modern_treasury/models/ledger_entry.rbs +4 -142
- data/sig/modern_treasury/models/ledger_entry_create_request.rbs +62 -0
- data/sig/modern_treasury/models/ledger_entry_list_params.rbs +21 -3
- data/sig/modern_treasury/models/ledger_transaction.rbs +5 -2
- data/sig/modern_treasury/models/ledger_transaction_create_params.rbs +4 -165
- data/sig/modern_treasury/models/ledger_transaction_create_request.rbs +109 -0
- data/sig/modern_treasury/models/ledger_transaction_create_reversal_params.rbs +0 -2
- data/sig/modern_treasury/models/ledger_transaction_list_params.rbs +21 -5
- data/sig/modern_treasury/models/ledger_transaction_update_params.rbs +6 -67
- data/sig/modern_treasury/models/ledger_transactions/ledger_transaction_version.rbs +9 -144
- data/sig/modern_treasury/models/legal_entity_address_create_request.rbs +68 -0
- data/sig/modern_treasury/models/legal_entity_association.rbs +3 -1
- data/sig/modern_treasury/models/legal_entity_association_create_params.rbs +9 -380
- data/sig/modern_treasury/models/legal_entity_create_params.rbs +21 -548
- data/sig/modern_treasury/models/legal_entity_update_params.rbs +12 -168
- data/sig/modern_treasury/models/line_item.rbs +4 -16
- data/sig/modern_treasury/models/payment_action_list_params.rbs +2 -1
- data/sig/modern_treasury/models/payment_order.rbs +22 -69
- data/sig/modern_treasury/models/payment_order_create_async_params.rbs +35 -380
- data/sig/modern_treasury/models/payment_order_create_params.rbs +35 -384
- data/sig/modern_treasury/models/payment_order_update_params.rbs +29 -207
- data/sig/modern_treasury/models/payment_orders/reversal_create_params.rbs +6 -173
- data/sig/modern_treasury/models/payment_reference.rbs +14 -2
- data/sig/modern_treasury/models/return_list_params.rbs +1 -6
- data/sig/modern_treasury/models/return_object.rbs +15 -10
- data/sig/modern_treasury/models/routing_detail.rbs +4 -71
- data/sig/modern_treasury/models/routing_number_lookup_request.rbs +6 -48
- data/sig/modern_treasury/models/transaction.rbs +8 -53
- data/sig/modern_treasury/models/transactions/transaction_line_item.rbs +0 -2
- data/sig/modern_treasury/models/virtual_account_create_params.rbs +6 -95
- data/sig/modern_treasury/models.rbs +30 -6
- data/sig/modern_treasury/resources/counterparties.rbs +2 -0
- data/sig/modern_treasury/resources/expected_payments.rbs +4 -1
- data/sig/modern_treasury/resources/external_accounts.rbs +6 -4
- data/sig/modern_treasury/resources/internal_accounts.rbs +7 -0
- data/sig/modern_treasury/resources/invoices.rbs +2 -2
- data/sig/modern_treasury/resources/ledger_account_categories.rbs +1 -1
- data/sig/modern_treasury/resources/ledger_accounts.rbs +1 -1
- data/sig/modern_treasury/resources/ledger_transactions.rbs +4 -4
- data/sig/modern_treasury/resources/legal_entities.rbs +4 -4
- data/sig/modern_treasury/resources/legal_entity_associations.rbs +1 -1
- data/sig/modern_treasury/resources/payment_orders/reversals.rbs +1 -1
- data/sig/modern_treasury/resources/payment_orders.rbs +5 -5
- data/sig/modern_treasury/resources/virtual_accounts.rbs +1 -1
- metadata +52 -22
- data/lib/modern_treasury/models/paper_item.rb +0 -178
- data/lib/modern_treasury/models/paper_item_list_params.rb +0 -56
- data/lib/modern_treasury/models/paper_item_retrieve_params.rb +0 -14
- data/lib/modern_treasury/resources/ledger_event_handlers.rb +0 -14
- data/lib/modern_treasury/resources/ledgerable_events.rb +0 -14
- data/lib/modern_treasury/resources/paper_items.rb +0 -68
- data/rbi/modern_treasury/models/paper_item.rbi +0 -204
- data/rbi/modern_treasury/models/paper_item_list_params.rbi +0 -88
- data/rbi/modern_treasury/models/paper_item_retrieve_params.rbi +0 -32
- data/rbi/modern_treasury/resources/ledger_event_handlers.rbi +0 -12
- data/rbi/modern_treasury/resources/ledgerable_events.rbi +0 -12
- data/rbi/modern_treasury/resources/paper_items.rbi +0 -51
- data/sig/modern_treasury/models/paper_item.rbs +0 -122
- data/sig/modern_treasury/models/paper_item_list_params.rbs +0 -54
- data/sig/modern_treasury/models/paper_item_retrieve_params.rbs +0 -15
- data/sig/modern_treasury/resources/ledger_event_handlers.rbs +0 -7
- data/sig/modern_treasury/resources/ledgerable_events.rbs +0 -7
- data/sig/modern_treasury/resources/paper_items.rbs +0 -21
|
@@ -8,29 +8,31 @@ module ModernTreasury
|
|
|
8
8
|
#
|
|
9
9
|
# Create a new counterparty.
|
|
10
10
|
#
|
|
11
|
-
# @overload create(name:, accounting: nil, accounts: nil, email: nil, ledger_type: nil, legal_entity: nil, legal_entity_id: nil, metadata: nil, send_remittance_advice: nil, taxpayer_identifier: nil, verification_status: nil, request_options: {})
|
|
11
|
+
# @overload create(name:, body_external_id: nil, accounting: nil, accounts: nil, email: nil, ledger_type: nil, legal_entity: nil, legal_entity_id: nil, metadata: nil, send_remittance_advice: nil, taxpayer_identifier: nil, verification_status: nil, request_options: {})
|
|
12
12
|
#
|
|
13
|
-
# @param name [String, nil] A human friendly name for this counterparty.
|
|
13
|
+
# @param name [String, nil] Body param: A human friendly name for this counterparty.
|
|
14
14
|
#
|
|
15
|
-
# @param
|
|
15
|
+
# @param body_external_id [String, nil] Body param: An optional user-defined 180 character unique identifier.
|
|
16
16
|
#
|
|
17
|
-
# @param
|
|
17
|
+
# @param accounting [ModernTreasury::Models::CounterpartyCreateParams::Accounting] Body param:
|
|
18
18
|
#
|
|
19
|
-
# @param
|
|
19
|
+
# @param accounts [Array<ModernTreasury::Models::CounterpartyCreateParams::Account>] Body param: The accounts for this counterparty.
|
|
20
20
|
#
|
|
21
|
-
# @param
|
|
21
|
+
# @param email [String, nil] Body param: The counterparty's email.
|
|
22
22
|
#
|
|
23
|
-
# @param
|
|
23
|
+
# @param ledger_type [Symbol, ModernTreasury::Models::CounterpartyCreateParams::LedgerType] Body param: An optional type to auto-sync the counterparty to your ledger. Eithe
|
|
24
24
|
#
|
|
25
|
-
# @param
|
|
25
|
+
# @param legal_entity [ModernTreasury::Models::CounterpartyCreateParams::LegalEntity] Body param:
|
|
26
26
|
#
|
|
27
|
-
# @param
|
|
27
|
+
# @param legal_entity_id [String, nil] Body param: The id of the legal entity.
|
|
28
28
|
#
|
|
29
|
-
# @param
|
|
29
|
+
# @param metadata [Hash{Symbol=>String}] Body param: Additional data represented as key-value pairs. Both the key and val
|
|
30
30
|
#
|
|
31
|
-
# @param
|
|
31
|
+
# @param send_remittance_advice [Boolean] Body param: Send an email to the counterparty whenever an associated payment ord
|
|
32
|
+
#
|
|
33
|
+
# @param taxpayer_identifier [String] Body param: Either a valid SSN or EIN.
|
|
32
34
|
#
|
|
33
|
-
# @param verification_status [Symbol, ModernTreasury::Models::CounterpartyCreateParams::VerificationStatus] The verification status of the counterparty.
|
|
35
|
+
# @param verification_status [Symbol, ModernTreasury::Models::CounterpartyCreateParams::VerificationStatus] Body param: The verification status of the counterparty.
|
|
34
36
|
#
|
|
35
37
|
# @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]
|
|
36
38
|
#
|
|
@@ -39,10 +41,12 @@ module ModernTreasury
|
|
|
39
41
|
# @see ModernTreasury::Models::CounterpartyCreateParams
|
|
40
42
|
def create(params)
|
|
41
43
|
parsed, options = ModernTreasury::CounterpartyCreateParams.dump_request(params)
|
|
44
|
+
query_params = [:query_external_id]
|
|
42
45
|
@client.request(
|
|
43
46
|
method: :post,
|
|
44
47
|
path: "api/counterparties",
|
|
45
|
-
|
|
48
|
+
query: parsed.slice(*query_params).transform_keys(query_external_id: "external_id"),
|
|
49
|
+
body: parsed.except(*query_params),
|
|
46
50
|
model: ModernTreasury::Counterparty,
|
|
47
51
|
options: options
|
|
48
52
|
)
|
|
@@ -110,7 +114,7 @@ module ModernTreasury
|
|
|
110
114
|
#
|
|
111
115
|
# Get a paginated list of all counterparties.
|
|
112
116
|
#
|
|
113
|
-
# @overload list(after_cursor: nil, created_at_lower_bound: nil, created_at_upper_bound: nil, email: nil, legal_entity_id: nil, metadata: nil, name: nil, per_page: nil, request_options: {})
|
|
117
|
+
# @overload list(after_cursor: nil, created_at_lower_bound: nil, created_at_upper_bound: nil, email: nil, external_id: nil, legal_entity_id: nil, metadata: nil, name: nil, per_page: nil, request_options: {})
|
|
114
118
|
#
|
|
115
119
|
# @param after_cursor [String, nil]
|
|
116
120
|
#
|
|
@@ -120,6 +124,8 @@ module ModernTreasury
|
|
|
120
124
|
#
|
|
121
125
|
# @param email [String] Performs a partial string match of the email field. This is also case insensitiv
|
|
122
126
|
#
|
|
127
|
+
# @param external_id [String] An optional user-defined 180 character unique identifier.
|
|
128
|
+
#
|
|
123
129
|
# @param legal_entity_id [String] Filters for counterparties with the given legal entity ID.
|
|
124
130
|
#
|
|
125
131
|
# @param metadata [Hash{Symbol=>String}] For example, if you want to query for records with metadata key `Type` and value
|
|
@@ -8,7 +8,7 @@ module ModernTreasury
|
|
|
8
8
|
#
|
|
9
9
|
# create expected payment
|
|
10
10
|
#
|
|
11
|
-
# @overload create(amount_lower_bound: nil, amount_upper_bound: nil, counterparty_id: nil, currency: nil, date_lower_bound: nil, date_upper_bound: nil, description: nil, direction: nil, internal_account_id: nil, ledger_transaction: nil, ledger_transaction_id: nil, line_items: nil, metadata: nil, reconciliation_filters: nil, reconciliation_groups: nil, reconciliation_rule_variables: nil, remittance_information: nil, statement_descriptor: nil, type: nil, request_options: {})
|
|
11
|
+
# @overload create(amount_lower_bound: nil, amount_upper_bound: nil, counterparty_id: nil, currency: nil, date_lower_bound: nil, date_upper_bound: nil, description: nil, direction: nil, external_id: nil, internal_account_id: nil, ledger_transaction: nil, ledger_transaction_id: nil, line_items: nil, metadata: nil, reconciliation_filters: nil, reconciliation_groups: nil, reconciliation_rule_variables: nil, remittance_information: nil, statement_descriptor: nil, type: nil, request_options: {})
|
|
12
12
|
#
|
|
13
13
|
# @param amount_lower_bound [Integer, nil] The lowest amount this expected payment may be equal to. Value in specified curr
|
|
14
14
|
#
|
|
@@ -26,9 +26,11 @@ module ModernTreasury
|
|
|
26
26
|
#
|
|
27
27
|
# @param direction [Symbol, ModernTreasury::Models::ExpectedPaymentCreateParams::Direction, nil] One of credit or debit. When you are receiving money, use credit. When you are b
|
|
28
28
|
#
|
|
29
|
+
# @param external_id [String, nil] An optional user-defined 180 character unique identifier.
|
|
30
|
+
#
|
|
29
31
|
# @param internal_account_id [String, nil] The ID of the Internal Account for the expected payment.
|
|
30
32
|
#
|
|
31
|
-
# @param ledger_transaction [ModernTreasury::Models::
|
|
33
|
+
# @param ledger_transaction [ModernTreasury::Models::LedgerTransactionCreateRequest] Specifies a ledger transaction object that will be created with the expected pay
|
|
32
34
|
#
|
|
33
35
|
# @param ledger_transaction_id [String] Either ledger_transaction or ledger_transaction_id can be provided. Only a pendi
|
|
34
36
|
#
|
|
@@ -89,7 +91,7 @@ module ModernTreasury
|
|
|
89
91
|
#
|
|
90
92
|
# update expected payment
|
|
91
93
|
#
|
|
92
|
-
# @overload update(id, amount_lower_bound: nil, amount_upper_bound: nil, counterparty_id: nil, currency: nil, date_lower_bound: nil, date_upper_bound: nil, description: nil, direction: nil, internal_account_id: nil, metadata: nil, reconciliation_filters: nil, reconciliation_groups: nil, reconciliation_rule_variables: nil, remittance_information: nil, statement_descriptor: nil, status: nil, type: nil, request_options: {})
|
|
94
|
+
# @overload update(id, amount_lower_bound: nil, amount_upper_bound: nil, counterparty_id: nil, currency: nil, date_lower_bound: nil, date_upper_bound: nil, description: nil, direction: nil, external_id: nil, internal_account_id: nil, metadata: nil, reconciliation_filters: nil, reconciliation_groups: nil, reconciliation_rule_variables: nil, remittance_information: nil, statement_descriptor: nil, status: nil, type: nil, request_options: {})
|
|
93
95
|
#
|
|
94
96
|
# @param id [String] id
|
|
95
97
|
#
|
|
@@ -109,6 +111,8 @@ module ModernTreasury
|
|
|
109
111
|
#
|
|
110
112
|
# @param direction [Symbol, ModernTreasury::Models::ExpectedPaymentUpdateParams::Direction, nil] One of credit or debit. When you are receiving money, use credit. When you are b
|
|
111
113
|
#
|
|
114
|
+
# @param external_id [String, nil] An optional user-defined 180 character unique identifier.
|
|
115
|
+
#
|
|
112
116
|
# @param internal_account_id [String, nil] The ID of the Internal Account for the expected payment.
|
|
113
117
|
#
|
|
114
118
|
# @param metadata [Hash{Symbol=>String}] Additional data represented as key-value pairs. Both the key and value must be s
|
|
@@ -148,7 +152,7 @@ module ModernTreasury
|
|
|
148
152
|
#
|
|
149
153
|
# list expected_payments
|
|
150
154
|
#
|
|
151
|
-
# @overload list(after_cursor: nil, counterparty_id: nil, created_at_lower_bound: nil, created_at_upper_bound: nil, direction: nil, internal_account_id: nil, metadata: nil, per_page: nil, status: nil, type: nil, updated_at_lower_bound: nil, updated_at_upper_bound: nil, request_options: {})
|
|
155
|
+
# @overload list(after_cursor: nil, counterparty_id: nil, created_at_lower_bound: nil, created_at_upper_bound: nil, direction: nil, external_id: nil, internal_account_id: nil, metadata: nil, per_page: nil, status: nil, type: nil, updated_at_lower_bound: nil, updated_at_upper_bound: nil, request_options: {})
|
|
152
156
|
#
|
|
153
157
|
# @param after_cursor [String, nil]
|
|
154
158
|
#
|
|
@@ -160,6 +164,8 @@ module ModernTreasury
|
|
|
160
164
|
#
|
|
161
165
|
# @param direction [Symbol, ModernTreasury::Models::TransactionDirection] One of credit, debit
|
|
162
166
|
#
|
|
167
|
+
# @param external_id [String]
|
|
168
|
+
#
|
|
163
169
|
# @param internal_account_id [String] Specify internal_account_id to see expected_payments for a specific account.
|
|
164
170
|
#
|
|
165
171
|
# @param metadata [Hash{Symbol=>String}] For example, if you want to query for records with metadata key `Type` and value
|
|
@@ -8,33 +8,35 @@ module ModernTreasury
|
|
|
8
8
|
#
|
|
9
9
|
# create external account
|
|
10
10
|
#
|
|
11
|
-
# @overload create(counterparty_id:, account_details: nil, account_type: nil, contact_details: nil, ledger_account: nil, metadata: nil, name: nil, party_address: nil, party_identifier: nil, party_name: nil, party_type: nil, plaid_processor_token: nil, routing_details: nil, request_options: {})
|
|
11
|
+
# @overload create(counterparty_id:, body_external_id: nil, account_details: nil, account_type: nil, contact_details: nil, ledger_account: nil, metadata: nil, name: nil, party_address: nil, party_identifier: nil, party_name: nil, party_type: nil, plaid_processor_token: nil, routing_details: nil, request_options: {})
|
|
12
12
|
#
|
|
13
|
-
# @param counterparty_id [String, nil]
|
|
13
|
+
# @param counterparty_id [String, nil] Body param:
|
|
14
14
|
#
|
|
15
|
-
# @param
|
|
15
|
+
# @param body_external_id [String, nil] Body param: An optional user-defined 180 character unique identifier.
|
|
16
16
|
#
|
|
17
|
-
# @param
|
|
17
|
+
# @param account_details [Array<ModernTreasury::Models::ExternalAccountCreateParams::AccountDetail>] Body param:
|
|
18
18
|
#
|
|
19
|
-
# @param
|
|
19
|
+
# @param account_type [Symbol, ModernTreasury::Models::ExternalAccountType] Body param: Can be `checking`, `savings` or `other`.
|
|
20
20
|
#
|
|
21
|
-
# @param
|
|
21
|
+
# @param contact_details [Array<ModernTreasury::Models::ContactDetailCreateRequest>] Body param:
|
|
22
22
|
#
|
|
23
|
-
# @param
|
|
23
|
+
# @param ledger_account [ModernTreasury::Models::LedgerAccountCreateRequest] Body param: Specifies a ledger account object that will be created with the exte
|
|
24
24
|
#
|
|
25
|
-
# @param
|
|
25
|
+
# @param metadata [Hash{Symbol=>String}] Body param: Additional data represented as key-value pairs. Both the key and val
|
|
26
26
|
#
|
|
27
|
-
# @param
|
|
27
|
+
# @param name [String, nil] Body param: A nickname for the external account. This is only for internal usage
|
|
28
28
|
#
|
|
29
|
-
# @param
|
|
29
|
+
# @param party_address [ModernTreasury::Models::AddressRequest] Body param: Required if receiving wire payments.
|
|
30
30
|
#
|
|
31
|
-
# @param
|
|
31
|
+
# @param party_identifier [String] Body param:
|
|
32
32
|
#
|
|
33
|
-
# @param
|
|
33
|
+
# @param party_name [String] Body param: If this value isn't provided, it will be inherited from the counterp
|
|
34
34
|
#
|
|
35
|
-
# @param
|
|
35
|
+
# @param party_type [Symbol, ModernTreasury::Models::ExternalAccountCreateParams::PartyType, nil] Body param: Either `individual` or `business`.
|
|
36
36
|
#
|
|
37
|
-
# @param
|
|
37
|
+
# @param plaid_processor_token [String] Body param: If you've enabled the Modern Treasury + Plaid integration in your Pl
|
|
38
|
+
#
|
|
39
|
+
# @param routing_details [Array<ModernTreasury::Models::ExternalAccountCreateParams::RoutingDetail>] Body param:
|
|
38
40
|
#
|
|
39
41
|
# @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]
|
|
40
42
|
#
|
|
@@ -43,10 +45,12 @@ module ModernTreasury
|
|
|
43
45
|
# @see ModernTreasury::Models::ExternalAccountCreateParams
|
|
44
46
|
def create(params)
|
|
45
47
|
parsed, options = ModernTreasury::ExternalAccountCreateParams.dump_request(params)
|
|
48
|
+
query_params = [:query_external_id]
|
|
46
49
|
@client.request(
|
|
47
50
|
method: :post,
|
|
48
51
|
path: "api/external_accounts",
|
|
49
|
-
|
|
52
|
+
query: parsed.slice(*query_params).transform_keys(query_external_id: "external_id"),
|
|
53
|
+
body: parsed.except(*query_params),
|
|
50
54
|
model: ModernTreasury::ExternalAccount,
|
|
51
55
|
options: options
|
|
52
56
|
)
|
|
@@ -89,7 +93,7 @@ module ModernTreasury
|
|
|
89
93
|
#
|
|
90
94
|
# @param name [String, nil] A nickname for the external account. This is only for internal usage and won't a
|
|
91
95
|
#
|
|
92
|
-
# @param party_address [ModernTreasury::Models::
|
|
96
|
+
# @param party_address [ModernTreasury::Models::AddressRequest]
|
|
93
97
|
#
|
|
94
98
|
# @param party_name [String] If this value isn't provided, it will be inherited from the counterparty's name.
|
|
95
99
|
#
|
|
@@ -116,12 +120,14 @@ module ModernTreasury
|
|
|
116
120
|
#
|
|
117
121
|
# list external accounts
|
|
118
122
|
#
|
|
119
|
-
# @overload list(after_cursor: nil, counterparty_id: nil, metadata: nil, party_name: nil, per_page: nil, request_options: {})
|
|
123
|
+
# @overload list(after_cursor: nil, counterparty_id: nil, external_id: nil, metadata: nil, party_name: nil, per_page: nil, request_options: {})
|
|
120
124
|
#
|
|
121
125
|
# @param after_cursor [String, nil]
|
|
122
126
|
#
|
|
123
127
|
# @param counterparty_id [String]
|
|
124
128
|
#
|
|
129
|
+
# @param external_id [String] An optional user-defined 180 character unique identifier.
|
|
130
|
+
#
|
|
125
131
|
# @param metadata [Hash{Symbol=>String}] For example, if you want to query for records with metadata key `Type` and value
|
|
126
132
|
#
|
|
127
133
|
# @param party_name [String] Searches the ExternalAccount's party_name AND the Counterparty's party_name
|
|
@@ -146,6 +146,40 @@ module ModernTreasury
|
|
|
146
146
|
)
|
|
147
147
|
end
|
|
148
148
|
|
|
149
|
+
# Some parameter documentations has been truncated, see
|
|
150
|
+
# {ModernTreasury::Models::InternalAccountUpdateAccountCapabilityParams} for more
|
|
151
|
+
# details.
|
|
152
|
+
#
|
|
153
|
+
# update account_capability
|
|
154
|
+
#
|
|
155
|
+
# @overload update_account_capability(id, internal_account_id:, identifier:, request_options: {})
|
|
156
|
+
#
|
|
157
|
+
# @param id [String] Path param: Unique identifier for the account capability.
|
|
158
|
+
#
|
|
159
|
+
# @param internal_account_id [String] Path param: Unique identifier for the internal account.
|
|
160
|
+
#
|
|
161
|
+
# @param identifier [String] Body param: A unique reference assigned by your bank for tracking and recognizin
|
|
162
|
+
#
|
|
163
|
+
# @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]
|
|
164
|
+
#
|
|
165
|
+
# @return [ModernTreasury::Models::InternalAccountUpdateAccountCapabilityResponse]
|
|
166
|
+
#
|
|
167
|
+
# @see ModernTreasury::Models::InternalAccountUpdateAccountCapabilityParams
|
|
168
|
+
def update_account_capability(id, params)
|
|
169
|
+
parsed, options = ModernTreasury::InternalAccountUpdateAccountCapabilityParams.dump_request(params)
|
|
170
|
+
internal_account_id =
|
|
171
|
+
parsed.delete(:internal_account_id) do
|
|
172
|
+
raise ArgumentError.new("missing required path argument #{_1}")
|
|
173
|
+
end
|
|
174
|
+
@client.request(
|
|
175
|
+
method: :patch,
|
|
176
|
+
path: ["api/internal_accounts/%1$s/account_capabilities/%2$s", internal_account_id, id],
|
|
177
|
+
body: parsed,
|
|
178
|
+
model: ModernTreasury::Models::InternalAccountUpdateAccountCapabilityResponse,
|
|
179
|
+
options: options
|
|
180
|
+
)
|
|
181
|
+
end
|
|
182
|
+
|
|
149
183
|
# @api private
|
|
150
184
|
#
|
|
151
185
|
# @param client [ModernTreasury::Client]
|
|
@@ -21,7 +21,7 @@ module ModernTreasury
|
|
|
21
21
|
#
|
|
22
22
|
# @param auto_advance [Boolean, nil] When true, the invoice will progress to unpaid automatically and cannot be edite
|
|
23
23
|
#
|
|
24
|
-
# @param contact_details [Array<ModernTreasury::Models::
|
|
24
|
+
# @param contact_details [Array<ModernTreasury::Models::ContactDetail>] The invoicer's contact details displayed at the top of the invoice.
|
|
25
25
|
#
|
|
26
26
|
# @param counterparty_billing_address [ModernTreasury::Models::InvoiceCreateParams::CounterpartyBillingAddress, nil] The counterparty's billing address.
|
|
27
27
|
#
|
|
@@ -108,7 +108,7 @@ module ModernTreasury
|
|
|
108
108
|
#
|
|
109
109
|
# @param id [String] id
|
|
110
110
|
#
|
|
111
|
-
# @param contact_details [Array<ModernTreasury::Models::
|
|
111
|
+
# @param contact_details [Array<ModernTreasury::Models::ContactDetail>] The invoicer's contact details displayed at the top of the invoice.
|
|
112
112
|
#
|
|
113
113
|
# @param counterparty_billing_address [ModernTreasury::Models::InvoiceUpdateParams::CounterpartyBillingAddress, nil] The counterparty's billing address.
|
|
114
114
|
#
|
|
@@ -123,7 +123,7 @@ module ModernTreasury
|
|
|
123
123
|
#
|
|
124
124
|
# @param metadata [Hash{Symbol=>String}] For example, if you want to query for records with metadata key `Type` and value
|
|
125
125
|
#
|
|
126
|
-
# @param name [String]
|
|
126
|
+
# @param name [Array<String>] If you have specific names to retrieve in bulk, you can pass them as query param
|
|
127
127
|
#
|
|
128
128
|
# @param parent_ledger_account_category_id [String] Query categories that are nested underneath a parent category
|
|
129
129
|
#
|
|
@@ -26,7 +26,7 @@ module ModernTreasury
|
|
|
26
26
|
#
|
|
27
27
|
# @param ledgerable_id [String] If the ledger account links to another object in Modern Treasury, the id will be
|
|
28
28
|
#
|
|
29
|
-
# @param ledgerable_type [Symbol, ModernTreasury::Models::
|
|
29
|
+
# @param ledgerable_type [Symbol, ModernTreasury::Models::LedgerAccountCreateRequest::LedgerableType] If the ledger account links to another object in Modern Treasury, the type will
|
|
30
30
|
#
|
|
31
31
|
# @param metadata [Hash{Symbol=>String}] Additional data represented as key-value pairs. Both the key and value must be s
|
|
32
32
|
#
|
|
@@ -100,7 +100,7 @@ module ModernTreasury
|
|
|
100
100
|
#
|
|
101
101
|
# @param show_deleted [Boolean] If true, response will include ledger entries that were deleted. When you update
|
|
102
102
|
#
|
|
103
|
-
# @param status [Symbol, ModernTreasury::Models::LedgerEntryListParams::Status] Get all ledger entries that match the status specified. One of `pending`, `poste
|
|
103
|
+
# @param status [Symbol, Array<Symbol, ModernTreasury::Models::LedgerEntryListParams::Status::UnionMember1>, ModernTreasury::Models::LedgerEntryListParams::Status] Get all ledger entries that match the status specified. One of `pending`, `poste
|
|
104
104
|
#
|
|
105
105
|
# @param updated_at [Hash{Symbol=>Time}] Use `gt` (>), `gte` (>=), `lt` (<), `lte` (<=), or `eq` (=) to filter by the pos
|
|
106
106
|
#
|
|
@@ -13,7 +13,7 @@ module ModernTreasury
|
|
|
13
13
|
#
|
|
14
14
|
# @overload create(ledger_entries:, description: nil, effective_at: nil, effective_date: nil, external_id: nil, ledgerable_id: nil, ledgerable_type: nil, metadata: nil, status: nil, request_options: {})
|
|
15
15
|
#
|
|
16
|
-
# @param ledger_entries [Array<ModernTreasury::Models::
|
|
16
|
+
# @param ledger_entries [Array<ModernTreasury::Models::LedgerEntryCreateRequest>] An array of ledger entry objects.
|
|
17
17
|
#
|
|
18
18
|
# @param description [String, nil] An optional description for internal use.
|
|
19
19
|
#
|
|
@@ -25,11 +25,11 @@ module ModernTreasury
|
|
|
25
25
|
#
|
|
26
26
|
# @param ledgerable_id [String] If the ledger transaction can be reconciled to another object in Modern Treasury
|
|
27
27
|
#
|
|
28
|
-
# @param ledgerable_type [Symbol, ModernTreasury::Models::
|
|
28
|
+
# @param ledgerable_type [Symbol, ModernTreasury::Models::LedgerTransactionCreateRequest::LedgerableType] If the ledger transaction can be reconciled to another object in Modern Treasury
|
|
29
29
|
#
|
|
30
30
|
# @param metadata [Hash{Symbol=>String}] Additional data represented as key-value pairs. Both the key and value must be s
|
|
31
31
|
#
|
|
32
|
-
# @param status [Symbol, ModernTreasury::Models::
|
|
32
|
+
# @param status [Symbol, ModernTreasury::Models::LedgerTransactionCreateRequest::Status] To post a ledger transaction at creation, use `posted`.
|
|
33
33
|
#
|
|
34
34
|
# @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]
|
|
35
35
|
#
|
|
@@ -80,7 +80,7 @@ module ModernTreasury
|
|
|
80
80
|
#
|
|
81
81
|
# @param effective_at [Time] The timestamp (ISO8601 format) at which the ledger transaction happened for repo
|
|
82
82
|
#
|
|
83
|
-
# @param ledger_entries [Array<ModernTreasury::Models::
|
|
83
|
+
# @param ledger_entries [Array<ModernTreasury::Models::LedgerEntryCreateRequest>] An array of ledger entry objects.
|
|
84
84
|
#
|
|
85
85
|
# @param ledgerable_id [String] If the ledger transaction can be reconciled to another object in Modern Treasury
|
|
86
86
|
#
|
|
@@ -147,7 +147,7 @@ module ModernTreasury
|
|
|
147
147
|
#
|
|
148
148
|
# @param reverses_ledger_transaction_id [String]
|
|
149
149
|
#
|
|
150
|
-
# @param status [Symbol, ModernTreasury::Models::LedgerTransactionListParams::Status]
|
|
150
|
+
# @param status [Symbol, Array<Symbol, ModernTreasury::Models::LedgerTransactionListParams::Status::UnionMember1>, ModernTreasury::Models::LedgerTransactionListParams::Status]
|
|
151
151
|
#
|
|
152
152
|
# @param updated_at [Hash{Symbol=>Time}] Use `gt` (>), `gte` (>=), `lt` (<), `lte` (<=), or `eq` (=) to filter by the pos
|
|
153
153
|
#
|
|
@@ -12,7 +12,7 @@ module ModernTreasury
|
|
|
12
12
|
#
|
|
13
13
|
# @param legal_entity_type [Symbol, ModernTreasury::Models::LegalEntityCreateParams::LegalEntityType] The type of legal entity.
|
|
14
14
|
#
|
|
15
|
-
# @param addresses [Array<ModernTreasury::Models::
|
|
15
|
+
# @param addresses [Array<ModernTreasury::Models::LegalEntityAddressCreateRequest>] A list of addresses for the entity.
|
|
16
16
|
#
|
|
17
17
|
# @param bank_settings [ModernTreasury::Models::BankSettings, nil]
|
|
18
18
|
#
|
|
@@ -32,7 +32,7 @@ module ModernTreasury
|
|
|
32
32
|
#
|
|
33
33
|
# @param first_name [String, nil] An individual's first name.
|
|
34
34
|
#
|
|
35
|
-
# @param identifications [Array<ModernTreasury::Models::
|
|
35
|
+
# @param identifications [Array<ModernTreasury::Models::IdentificationCreateRequest>] A list of identifications for the legal entity.
|
|
36
36
|
#
|
|
37
37
|
# @param industry_classifications [Array<ModernTreasury::Models::LegalEntityIndustryClassification>] A list of industry classifications for the legal entity.
|
|
38
38
|
#
|
|
@@ -107,7 +107,7 @@ module ModernTreasury
|
|
|
107
107
|
#
|
|
108
108
|
# @param id [String] id
|
|
109
109
|
#
|
|
110
|
-
# @param addresses [Array<ModernTreasury::Models::
|
|
110
|
+
# @param addresses [Array<ModernTreasury::Models::LegalEntityAddressCreateRequest>] A list of addresses for the entity.
|
|
111
111
|
#
|
|
112
112
|
# @param bank_settings [ModernTreasury::Models::BankSettings, nil]
|
|
113
113
|
#
|
|
@@ -127,7 +127,7 @@ module ModernTreasury
|
|
|
127
127
|
#
|
|
128
128
|
# @param first_name [String, nil] An individual's first name.
|
|
129
129
|
#
|
|
130
|
-
# @param identifications [Array<ModernTreasury::Models::
|
|
130
|
+
# @param identifications [Array<ModernTreasury::Models::IdentificationCreateRequest>] A list of identifications for the legal entity.
|
|
131
131
|
#
|
|
132
132
|
# @param industry_classifications [Array<ModernTreasury::Models::LegalEntityIndustryClassification>] A list of industry classifications for the legal entity.
|
|
133
133
|
#
|
|
@@ -14,7 +14,7 @@ module ModernTreasury
|
|
|
14
14
|
#
|
|
15
15
|
# @param relationship_types [Array<Symbol, ModernTreasury::Models::LegalEntityAssociationCreateParams::RelationshipType>]
|
|
16
16
|
#
|
|
17
|
-
# @param child_legal_entity [ModernTreasury::Models::
|
|
17
|
+
# @param child_legal_entity [ModernTreasury::Models::ChildLegalEntityCreate] The child legal entity.
|
|
18
18
|
#
|
|
19
19
|
# @param child_legal_entity_id [String] The ID of the child legal entity.
|
|
20
20
|
#
|
|
@@ -15,7 +15,7 @@ module ModernTreasury
|
|
|
15
15
|
#
|
|
16
16
|
# @param reason [Symbol, ModernTreasury::Models::PaymentOrders::ReversalCreateParams::Reason] The reason for the reversal. Must be one of `duplicate`, `incorrect_amount`, `in
|
|
17
17
|
#
|
|
18
|
-
# @param ledger_transaction [ModernTreasury::Models::
|
|
18
|
+
# @param ledger_transaction [ModernTreasury::Models::LedgerTransactionCreateRequest] Specifies a ledger transaction object that will be created with the reversal. If
|
|
19
19
|
#
|
|
20
20
|
# @param metadata [Hash{Symbol=>String}] Additional data represented as key-value pairs. Both the key and value must be s
|
|
21
21
|
#
|
|
@@ -21,7 +21,7 @@ module ModernTreasury
|
|
|
21
21
|
#
|
|
22
22
|
# @param type [Symbol, ModernTreasury::Models::PaymentOrderType] One of `ach`, `se_bankgirot`, `eft`, `wire`, `check`, `sen`, `book`, `rtp`, `sep
|
|
23
23
|
#
|
|
24
|
-
# @param accounting [ModernTreasury::Models::
|
|
24
|
+
# @param accounting [ModernTreasury::Models::Accounting]
|
|
25
25
|
#
|
|
26
26
|
# @param accounting_category_id [String, nil] The ID of one of your accounting categories. Note that these will only be access
|
|
27
27
|
#
|
|
@@ -45,7 +45,7 @@ module ModernTreasury
|
|
|
45
45
|
#
|
|
46
46
|
# @param foreign_exchange_indicator [Symbol, ModernTreasury::Models::PaymentOrderCreateParams::ForeignExchangeIndicator, nil] Indicates the type of FX transfer to initiate, can be either `variable_to_fixed`
|
|
47
47
|
#
|
|
48
|
-
# @param ledger_transaction [ModernTreasury::Models::
|
|
48
|
+
# @param ledger_transaction [ModernTreasury::Models::LedgerTransactionCreateRequest] Specifies a ledger transaction object that will be created with the payment orde
|
|
49
49
|
#
|
|
50
50
|
# @param ledger_transaction_id [String] Either ledger_transaction or ledger_transaction_id can be provided. Only a pendi
|
|
51
51
|
#
|
|
@@ -129,7 +129,7 @@ module ModernTreasury
|
|
|
129
129
|
#
|
|
130
130
|
# @param id [String]
|
|
131
131
|
#
|
|
132
|
-
# @param accounting [ModernTreasury::Models::
|
|
132
|
+
# @param accounting [ModernTreasury::Models::Accounting]
|
|
133
133
|
#
|
|
134
134
|
# @param accounting_category_id [String, nil] The ID of one of your accounting categories. Note that these will only be access
|
|
135
135
|
#
|
|
@@ -288,7 +288,7 @@ module ModernTreasury
|
|
|
288
288
|
#
|
|
289
289
|
# @param type [Symbol, ModernTreasury::Models::PaymentOrderType] One of `ach`, `se_bankgirot`, `eft`, `wire`, `check`, `sen`, `book`, `rtp`, `sep
|
|
290
290
|
#
|
|
291
|
-
# @param accounting [ModernTreasury::Models::
|
|
291
|
+
# @param accounting [ModernTreasury::Models::Accounting]
|
|
292
292
|
#
|
|
293
293
|
# @param accounting_category_id [String, nil] The ID of one of your accounting categories. Note that these will only be access
|
|
294
294
|
#
|
|
@@ -310,7 +310,7 @@ module ModernTreasury
|
|
|
310
310
|
#
|
|
311
311
|
# @param foreign_exchange_indicator [Symbol, ModernTreasury::Models::PaymentOrderCreateAsyncParams::ForeignExchangeIndicator, nil] Indicates the type of FX transfer to initiate, can be either `variable_to_fixed`
|
|
312
312
|
#
|
|
313
|
-
# @param ledger_transaction [ModernTreasury::Models::
|
|
313
|
+
# @param ledger_transaction [ModernTreasury::Models::LedgerTransactionCreateRequest] Specifies a ledger transaction object that will be created with the payment orde
|
|
314
314
|
#
|
|
315
315
|
# @param ledger_transaction_id [String] Either ledger_transaction or ledger_transaction_id can be provided. Only a pendi
|
|
316
316
|
#
|
|
@@ -79,7 +79,7 @@ module ModernTreasury
|
|
|
79
79
|
#
|
|
80
80
|
# @param returnable_id [String] The ID of a valid returnable. Must be accompanied by `returnable_type`.
|
|
81
81
|
#
|
|
82
|
-
# @param returnable_type [Symbol, ModernTreasury::Models::ReturnListParams::ReturnableType] One of `payment_order`, `
|
|
82
|
+
# @param returnable_type [Symbol, ModernTreasury::Models::ReturnListParams::ReturnableType] One of `payment_order`, `reversal`, or `incoming_payment_detail`. Must be accomp
|
|
83
83
|
#
|
|
84
84
|
# @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]
|
|
85
85
|
#
|
|
@@ -24,7 +24,7 @@ module ModernTreasury
|
|
|
24
24
|
#
|
|
25
25
|
# @param description [String] An optional description for internal use.
|
|
26
26
|
#
|
|
27
|
-
# @param ledger_account [ModernTreasury::Models::
|
|
27
|
+
# @param ledger_account [ModernTreasury::Models::LedgerAccountCreateRequest] Specifies a ledger account object that will be created with the virtual account.
|
|
28
28
|
#
|
|
29
29
|
# @param metadata [Hash{Symbol=>String}] Additional data represented as key-value pairs. Both the key and value must be s
|
|
30
30
|
#
|
data/lib/modern_treasury.rb
CHANGED
|
@@ -51,6 +51,8 @@ require_relative "modern_treasury/internal/transport/base_client"
|
|
|
51
51
|
require_relative "modern_treasury/internal/transport/pooled_net_requester"
|
|
52
52
|
require_relative "modern_treasury/client"
|
|
53
53
|
require_relative "modern_treasury/internal/page"
|
|
54
|
+
require_relative "modern_treasury/models/ledger_account_create_request"
|
|
55
|
+
require_relative "modern_treasury/models/ledger_transaction_create_request"
|
|
54
56
|
require_relative "modern_treasury/models/account_collection_flow"
|
|
55
57
|
require_relative "modern_treasury/models/account_collection_flow_create_params"
|
|
56
58
|
require_relative "modern_treasury/models/account_collection_flow_list_params"
|
|
@@ -61,7 +63,10 @@ require_relative "modern_treasury/models/account_detail_create_params"
|
|
|
61
63
|
require_relative "modern_treasury/models/account_detail_delete_params"
|
|
62
64
|
require_relative "modern_treasury/models/account_detail_list_params"
|
|
63
65
|
require_relative "modern_treasury/models/account_detail_retrieve_params"
|
|
66
|
+
require_relative "modern_treasury/models/accounting"
|
|
64
67
|
require_relative "modern_treasury/models/accounts_type"
|
|
68
|
+
require_relative "modern_treasury/models/address"
|
|
69
|
+
require_relative "modern_treasury/models/address_request"
|
|
65
70
|
require_relative "modern_treasury/models/async_response"
|
|
66
71
|
require_relative "modern_treasury/models/bank_settings"
|
|
67
72
|
require_relative "modern_treasury/models/bulk_request"
|
|
@@ -71,6 +76,7 @@ require_relative "modern_treasury/models/bulk_request_retrieve_params"
|
|
|
71
76
|
require_relative "modern_treasury/models/bulk_result"
|
|
72
77
|
require_relative "modern_treasury/models/bulk_result_list_params"
|
|
73
78
|
require_relative "modern_treasury/models/bulk_result_retrieve_params"
|
|
79
|
+
require_relative "modern_treasury/models/child_legal_entity_create"
|
|
74
80
|
require_relative "modern_treasury/models/client_ping_params"
|
|
75
81
|
require_relative "modern_treasury/models/connection"
|
|
76
82
|
require_relative "modern_treasury/models/connection_legal_entity"
|
|
@@ -79,6 +85,8 @@ require_relative "modern_treasury/models/connection_legal_entity_list_params"
|
|
|
79
85
|
require_relative "modern_treasury/models/connection_legal_entity_retrieve_params"
|
|
80
86
|
require_relative "modern_treasury/models/connection_legal_entity_update_params"
|
|
81
87
|
require_relative "modern_treasury/models/connection_list_params"
|
|
88
|
+
require_relative "modern_treasury/models/contact_detail"
|
|
89
|
+
require_relative "modern_treasury/models/contact_detail_create_request"
|
|
82
90
|
require_relative "modern_treasury/models/counterparty"
|
|
83
91
|
require_relative "modern_treasury/models/counterparty_collect_account_params"
|
|
84
92
|
require_relative "modern_treasury/models/counterparty_collect_account_response"
|
|
@@ -116,6 +124,8 @@ require_relative "modern_treasury/models/foreign_exchange_quote"
|
|
|
116
124
|
require_relative "modern_treasury/models/foreign_exchange_quote_create_params"
|
|
117
125
|
require_relative "modern_treasury/models/foreign_exchange_quote_list_params"
|
|
118
126
|
require_relative "modern_treasury/models/foreign_exchange_quote_retrieve_params"
|
|
127
|
+
require_relative "modern_treasury/models/foreign_exchange_rate"
|
|
128
|
+
require_relative "modern_treasury/models/identification_create_request"
|
|
119
129
|
require_relative "modern_treasury/models/incoming_payment_detail"
|
|
120
130
|
require_relative "modern_treasury/models/incoming_payment_detail_create_async_params"
|
|
121
131
|
require_relative "modern_treasury/models/incoming_payment_detail_list_params"
|
|
@@ -130,6 +140,8 @@ require_relative "modern_treasury/models/internal_accounts/balance_report_create
|
|
|
130
140
|
require_relative "modern_treasury/models/internal_accounts/balance_report_delete_params"
|
|
131
141
|
require_relative "modern_treasury/models/internal_accounts/balance_report_list_params"
|
|
132
142
|
require_relative "modern_treasury/models/internal_accounts/balance_report_retrieve_params"
|
|
143
|
+
require_relative "modern_treasury/models/internal_account_update_account_capability_params"
|
|
144
|
+
require_relative "modern_treasury/models/internal_account_update_account_capability_response"
|
|
133
145
|
require_relative "modern_treasury/models/internal_account_update_params"
|
|
134
146
|
require_relative "modern_treasury/models/invoice"
|
|
135
147
|
require_relative "modern_treasury/models/invoice_add_payment_order_params"
|
|
@@ -177,9 +189,12 @@ require_relative "modern_treasury/models/ledger_account_statement_create_respons
|
|
|
177
189
|
require_relative "modern_treasury/models/ledger_account_statement_retrieve_params"
|
|
178
190
|
require_relative "modern_treasury/models/ledger_account_statement_retrieve_response"
|
|
179
191
|
require_relative "modern_treasury/models/ledger_account_update_params"
|
|
192
|
+
require_relative "modern_treasury/models/ledger_balance"
|
|
193
|
+
require_relative "modern_treasury/models/ledger_balances"
|
|
180
194
|
require_relative "modern_treasury/models/ledger_create_params"
|
|
181
195
|
require_relative "modern_treasury/models/ledger_delete_params"
|
|
182
196
|
require_relative "modern_treasury/models/ledger_entry"
|
|
197
|
+
require_relative "modern_treasury/models/ledger_entry_create_request"
|
|
183
198
|
require_relative "modern_treasury/models/ledger_entry_list_params"
|
|
184
199
|
require_relative "modern_treasury/models/ledger_entry_retrieve_params"
|
|
185
200
|
require_relative "modern_treasury/models/ledger_entry_update_params"
|
|
@@ -196,6 +211,7 @@ require_relative "modern_treasury/models/ledger_transactions/version_list_params
|
|
|
196
211
|
require_relative "modern_treasury/models/ledger_transaction_update_params"
|
|
197
212
|
require_relative "modern_treasury/models/ledger_update_params"
|
|
198
213
|
require_relative "modern_treasury/models/legal_entity"
|
|
214
|
+
require_relative "modern_treasury/models/legal_entity_address_create_request"
|
|
199
215
|
require_relative "modern_treasury/models/legal_entity_association"
|
|
200
216
|
require_relative "modern_treasury/models/legal_entity_association_create_params"
|
|
201
217
|
require_relative "modern_treasury/models/legal_entity_compliance_detail"
|
|
@@ -208,9 +224,6 @@ require_relative "modern_treasury/models/line_item"
|
|
|
208
224
|
require_relative "modern_treasury/models/line_item_list_params"
|
|
209
225
|
require_relative "modern_treasury/models/line_item_retrieve_params"
|
|
210
226
|
require_relative "modern_treasury/models/line_item_update_params"
|
|
211
|
-
require_relative "modern_treasury/models/paper_item"
|
|
212
|
-
require_relative "modern_treasury/models/paper_item_list_params"
|
|
213
|
-
require_relative "modern_treasury/models/paper_item_retrieve_params"
|
|
214
227
|
require_relative "modern_treasury/models/payment_action_create_params"
|
|
215
228
|
require_relative "modern_treasury/models/payment_action_create_response"
|
|
216
229
|
require_relative "modern_treasury/models/payment_action_list_params"
|
|
@@ -290,7 +303,6 @@ require_relative "modern_treasury/resources/internal_accounts"
|
|
|
290
303
|
require_relative "modern_treasury/resources/internal_accounts/balance_reports"
|
|
291
304
|
require_relative "modern_treasury/resources/invoices"
|
|
292
305
|
require_relative "modern_treasury/resources/invoices/line_items"
|
|
293
|
-
require_relative "modern_treasury/resources/ledgerable_events"
|
|
294
306
|
require_relative "modern_treasury/resources/ledger_account_balance_monitors"
|
|
295
307
|
require_relative "modern_treasury/resources/ledger_account_categories"
|
|
296
308
|
require_relative "modern_treasury/resources/ledger_accounts"
|
|
@@ -298,14 +310,12 @@ require_relative "modern_treasury/resources/ledger_account_settlements"
|
|
|
298
310
|
require_relative "modern_treasury/resources/ledger_account_settlements/account_entries"
|
|
299
311
|
require_relative "modern_treasury/resources/ledger_account_statements"
|
|
300
312
|
require_relative "modern_treasury/resources/ledger_entries"
|
|
301
|
-
require_relative "modern_treasury/resources/ledger_event_handlers"
|
|
302
313
|
require_relative "modern_treasury/resources/ledgers"
|
|
303
314
|
require_relative "modern_treasury/resources/ledger_transactions"
|
|
304
315
|
require_relative "modern_treasury/resources/ledger_transactions/versions"
|
|
305
316
|
require_relative "modern_treasury/resources/legal_entities"
|
|
306
317
|
require_relative "modern_treasury/resources/legal_entity_associations"
|
|
307
318
|
require_relative "modern_treasury/resources/line_items"
|
|
308
|
-
require_relative "modern_treasury/resources/paper_items"
|
|
309
319
|
require_relative "modern_treasury/resources/payment_actions"
|
|
310
320
|
require_relative "modern_treasury/resources/payment_flows"
|
|
311
321
|
require_relative "modern_treasury/resources/payment_orders"
|
|
@@ -55,9 +55,6 @@ module ModernTreasury
|
|
|
55
55
|
sig { returns(ModernTreasury::Resources::Ledgers) }
|
|
56
56
|
attr_reader :ledgers
|
|
57
57
|
|
|
58
|
-
sig { returns(ModernTreasury::Resources::LedgerableEvents) }
|
|
59
|
-
attr_reader :ledgerable_events
|
|
60
|
-
|
|
61
58
|
sig { returns(ModernTreasury::Resources::LedgerAccountCategories) }
|
|
62
59
|
attr_reader :ledger_account_categories
|
|
63
60
|
|
|
@@ -73,9 +70,6 @@ module ModernTreasury
|
|
|
73
70
|
sig { returns(ModernTreasury::Resources::LedgerEntries) }
|
|
74
71
|
attr_reader :ledger_entries
|
|
75
72
|
|
|
76
|
-
sig { returns(ModernTreasury::Resources::LedgerEventHandlers) }
|
|
77
|
-
attr_reader :ledger_event_handlers
|
|
78
|
-
|
|
79
73
|
sig { returns(ModernTreasury::Resources::LedgerTransactions) }
|
|
80
74
|
attr_reader :ledger_transactions
|
|
81
75
|
|
|
@@ -100,9 +94,6 @@ module ModernTreasury
|
|
|
100
94
|
sig { returns(ModernTreasury::Resources::Validations) }
|
|
101
95
|
attr_reader :validations
|
|
102
96
|
|
|
103
|
-
sig { returns(ModernTreasury::Resources::PaperItems) }
|
|
104
|
-
attr_reader :paper_items
|
|
105
|
-
|
|
106
97
|
sig { returns(ModernTreasury::Resources::VirtualAccounts) }
|
|
107
98
|
attr_reader :virtual_accounts
|
|
108
99
|
|