modern_treasury 0.10.0 → 0.12.0

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data/CHANGELOG.md

@@ -1,5 +1,45 @@
 # Changelog
 
+## 0.12.0 (2026-01-07)
+
+Full Changelog: [v0.11.0...v0.12.0](https://github.com/Modern-Treasury/modern-treasury-ruby/compare/v0.11.0...v0.12.0)
+
+### Features
+
+* **api:** api update ([5d8f688](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/5d8f688ebb09543210e85c8b64eeb1e3ecb890e1))
+* **api:** api update ([b681160](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/b68116084fb76c8c40312436222f862ee9df7fb2))
+* **api:** api update ([a7eefae](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/a7eefae4495c1a097d1a2a839bf7841d0313e0b8))
+* **api:** api update ([d217b47](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/d217b47b21f131cce9f90bd6ab204e7ccf10ac8f))
+* **api:** manual updates ([7a97002](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/7a970020f9f30692d2716ddf928c1ff8a2d342f5))
+* **api:** manual updates ([d5d5d13](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/d5d5d1327c2a336c7f270065918411dc4626bde1))
+
+
+### Bug Fixes
+
+* calling `break` out of streams should be instantaneous ([8777505](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/8777505f08cb59f5a79fdef15d439d1d8172ee76))
+* issue where json.parse errors when receiving HTTP 204 with nobody ([a060164](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/a060164cc48b6ea185caaf6a113b3bc4c7bd0dae))
+
+
+### Chores
+
+* explicitly require "base64" gem ([85e8321](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/85e83214e464a90c4a68c52a0e6904021551a639))
+* **internal:** codegen related update ([2e9760f](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/2e9760f7c08e1b59a82e6a53ccff57cbd863891b))
+* **internal:** use different example values for some enums ([7731b2d](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/7731b2d093c26878a8c34713c7090332a2e0a51b))
+
+
+### Documentation
+
+* prominently feature MCP server setup in root SDK readmes ([e5f57ee](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/e5f57ee9c0905e066caf59fecf1acf3cddca4b4c))
+
+## 0.11.0 (2025-11-06)
+
+Full Changelog: [v0.10.0...v0.11.0](https://github.com/Modern-Treasury/modern-treasury-ruby/compare/v0.10.0...v0.11.0)
+
+### Features
+
+* **api:** api update ([f4da9a6](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/f4da9a6d0b24404df268a58b2a5e26053c7b82fa))
+* **api:** manual updates ([ae6a6be](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/ae6a6bee005c5c7a84d23fefdd8659d238ca6d70))
+
 ## 0.10.0 (2025-11-05)
 
 Full Changelog: [v0.9.0...v0.10.0](https://github.com/Modern-Treasury/modern-treasury-ruby/compare/v0.9.0...v0.10.0)

data/README.md

@@ -2,6 +2,15 @@
 
 The Modern Treasury Ruby library provides convenient access to the Modern Treasury REST API from any Ruby 3.2.0+ application. It ships with comprehensive types & docstrings in Yard, RBS, and RBI – [see below](https://github.com/Modern-Treasury/modern-treasury-ruby#Sorbet) for usage with Sorbet. The standard library's `net/http` is used as the HTTP transport, with connection pooling via the `connection_pool` gem.
 
+## MCP Server
+
+Use the Modern Treasury MCP Server to enable AI assistants to interact with this API, allowing them to explore endpoints, make test requests, and use documentation to help integrate this SDK into your application.
+
+[![Add to Cursor](https://cursor.com/deeplink/mcp-install-dark.svg)](https://cursor.com/en-US/install-mcp?name=modern-treasury-mcp&config=eyJjb21tYW5kIjoibnB4IiwiYXJncyI6WyIteSIsIm1vZGVybi10cmVhc3VyeS1tY3AiXX0)
+[![Install in VS Code](https://img.shields.io/badge/_-Add_to_VS_Code-blue?style=for-the-badge&logo=data:image/svg%2bxml;base64,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)](https://vscode.stainless.com/mcp/%7B%22name%22%3A%22modern-treasury-mcp%22%2C%22command%22%3A%22npx%22%2C%22args%22%3A%5B%22-y%22%2C%22modern-treasury-mcp%22%5D%7D)
+
+> Note: You may need to set environment variables in your MCP client.
+
 ## Documentation
 
 Documentation for releases of this gem can be found [on RubyDoc](https://gemdocs.org/gems/modern_treasury).
@@ -15,7 +24,7 @@ To use this gem, install via Bundler by adding the following to your application
 <!-- x-release-please-start-version -->
 
 ```ruby
-gem "modern_treasury", "~> 0.10.0"
+gem "modern_treasury", "~> 0.12.0"
 ```
 
 <!-- x-release-please-end -->

data/lib/modern_treasury/client.rb

@@ -126,6 +126,15 @@ module ModernTreasury
     # @return [ModernTreasury::Resources::PaymentActions]
     attr_reader :payment_actions
 
+    # @return [ModernTreasury::Resources::JournalEntries]
+    attr_reader :journal_entries
+
+    # @return [ModernTreasury::Resources::JournalReports]
+    attr_reader :journal_reports
+
+    # @return [ModernTreasury::Resources::Holds]
+    attr_reader :holds
+
     # A test endpoint often used to confirm credentials and headers are being passed
     # in correctly.
     #
@@ -240,6 +249,9 @@ module ModernTreasury
       @legal_entities = ModernTreasury::Resources::LegalEntities.new(client: self)
       @legal_entity_associations = ModernTreasury::Resources::LegalEntityAssociations.new(client: self)
       @payment_actions = ModernTreasury::Resources::PaymentActions.new(client: self)
+      @journal_entries = ModernTreasury::Resources::JournalEntries.new(client: self)
+      @journal_reports = ModernTreasury::Resources::JournalReports.new(client: self)
+      @holds = ModernTreasury::Resources::Holds.new(client: self)
     end
   end
 end

data/lib/modern_treasury/internal/transport/pooled_net_requester.rb

@@ -153,17 +153,19 @@ module ModernTreasury
                   end
 
                   self.class.calibrate_socket_timeout(conn, deadline)
-                  conn.request(req) do |rsp|
-                    y << [req, rsp]
-                    break if finished
-
-                    rsp.read_body do |bytes|
-                      y << bytes.force_encoding(Encoding::BINARY)
-                      break if finished
-
-                      self.class.calibrate_socket_timeout(conn, deadline)
+                  ::Kernel.catch(:jump) do
+                    conn.request(req) do |rsp|
+                      y << [req, rsp]
+                      ::Kernel.throw(:jump) if finished
+
+                      rsp.read_body do |bytes|
+                        y << bytes.force_encoding(Encoding::BINARY)
+                        ::Kernel.throw(:jump) if finished
+
+                        self.class.calibrate_socket_timeout(conn, deadline)
+                      end
+                      eof = true
                     end
-                    eof = true
                   end
                 end
               ensure

data/lib/modern_treasury/internal/util.rb

@@ -657,7 +657,8 @@ module ModernTreasury
         def decode_content(headers, stream:, suppress_error: false)
           case (content_type = headers["content-type"])
           in ModernTreasury::Internal::Util::JSON_CONTENT
-            json = stream.to_a.join
+            return nil if (json = stream.to_a.join).empty?
+
             begin
               JSON.parse(json, symbolize_names: true)
             rescue JSON::ParserError => e
@@ -667,7 +668,11 @@ module ModernTreasury
           in ModernTreasury::Internal::Util::JSONL_CONTENT
             lines = decode_lines(stream)
             chain_fused(lines) do |y|
-              lines.each { y << JSON.parse(_1, symbolize_names: true) }
+              lines.each do
+                next if _1.empty?
+
+                y << JSON.parse(_1, symbolize_names: true)
+              end
             end
           in %r{^text/event-stream}
             lines = decode_lines(stream)

data/lib/modern_treasury/models/bulk_request_create_params.rb

@@ -924,6 +924,42 @@ module ModernTreasury
           #   @return [Integer, nil]
           optional :amount_lower_bound, Integer, nil?: true
 
+          # @!attribute amount_reconciled
+          #   The amount reconciled for this expected payment. Value in specified currency's
+          #   smallest unit. e.g. $10 would be represented as 1000.
+          #
+          #   @return [Integer, nil]
+          optional :amount_reconciled, Integer, nil?: true
+
+          # @!attribute amount_reconciled_direction
+          #   One of credit or debit. Indicates whether amount_reconciled is a credit or debit
+          #   amount.
+          #
+          #   @return [Symbol, ModernTreasury::Models::BulkRequestCreateParams::Resource::ExpectedPaymentCreateRequest::AmountReconciledDirection, nil]
+          optional :amount_reconciled_direction,
+                   enum: -> {
+                     ModernTreasury::BulkRequestCreateParams::Resource::ExpectedPaymentCreateRequest::AmountReconciledDirection
+                   },
+                   nil?: true
+
+          # @!attribute amount_unreconciled
+          #   The amount that remains unreconciled for this expected payment. Value in
+          #   specified currency's smallest unit. e.g. $10 would be represented as 1000.
+          #
+          #   @return [Integer, nil]
+          optional :amount_unreconciled, Integer, nil?: true
+
+          # @!attribute amount_unreconciled_direction
+          #   One of credit or debit. Indicates whether amount_unreconciled is a credit or
+          #   debit amount.
+          #
+          #   @return [Symbol, ModernTreasury::Models::BulkRequestCreateParams::Resource::ExpectedPaymentCreateRequest::AmountUnreconciledDirection, nil]
+          optional :amount_unreconciled_direction,
+                   enum: -> {
+                     ModernTreasury::BulkRequestCreateParams::Resource::ExpectedPaymentCreateRequest::AmountUnreconciledDirection
+                   },
+                   nil?: true
+
           # @!attribute amount_upper_bound
           #   The highest amount this expected payment may be equal to. Value in specified
           #   currency's smallest unit. e.g. $10 would be represented as 1000.
@@ -1059,13 +1095,21 @@ module ModernTreasury
           #   @return [Symbol, ModernTreasury::Models::ExpectedPaymentType, nil]
           optional :type, enum: -> { ModernTreasury::ExpectedPaymentType }, nil?: true
 
-          # @!method initialize(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)
+          # @!method initialize(amount_lower_bound: nil, amount_reconciled: nil, amount_reconciled_direction: nil, amount_unreconciled: nil, amount_unreconciled_direction: 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)
           #   Some parameter documentations has been truncated, see
           #   {ModernTreasury::Models::BulkRequestCreateParams::Resource::ExpectedPaymentCreateRequest}
           #   for more details.
           #
           #   @param amount_lower_bound [Integer, nil] The lowest amount this expected payment may be equal to. Value in specified curr
           #
+          #   @param amount_reconciled [Integer, nil] The amount reconciled for this expected payment. Value in specified currency's s
+          #
+          #   @param amount_reconciled_direction [Symbol, ModernTreasury::Models::BulkRequestCreateParams::Resource::ExpectedPaymentCreateRequest::AmountReconciledDirection, nil] One of credit or debit. Indicates whether amount_reconciled is a credit or debit
+          #
+          #   @param amount_unreconciled [Integer, nil] The amount that remains unreconciled for this expected payment. Value in specifi
+          #
+          #   @param amount_unreconciled_direction [Symbol, ModernTreasury::Models::BulkRequestCreateParams::Resource::ExpectedPaymentCreateRequest::AmountUnreconciledDirection, nil] One of credit or debit. Indicates whether amount_unreconciled is a credit or deb
+          #
           #   @param amount_upper_bound [Integer, nil] The highest amount this expected payment may be equal to. Value in specified cur
           #
           #   @param counterparty_id [String, nil] The ID of the counterparty you expect for this payment.
@@ -1104,6 +1148,34 @@ module ModernTreasury
           #
           #   @param type [Symbol, ModernTreasury::Models::ExpectedPaymentType, nil] One of: ach, au_becs, bacs, book, check, eft, interac, provxchange, rtp, sen, se
 
+          # One of credit or debit. Indicates whether amount_reconciled is a credit or debit
+          # amount.
+          #
+          # @see ModernTreasury::Models::BulkRequestCreateParams::Resource::ExpectedPaymentCreateRequest#amount_reconciled_direction
+          module AmountReconciledDirection
+            extend ModernTreasury::Internal::Type::Enum
+
+            CREDIT = :credit
+            DEBIT = :debit
+
+            # @!method self.values
+            #   @return [Array<Symbol>]
+          end
+
+          # One of credit or debit. Indicates whether amount_unreconciled is a credit or
+          # debit amount.
+          #
+          # @see ModernTreasury::Models::BulkRequestCreateParams::Resource::ExpectedPaymentCreateRequest#amount_unreconciled_direction
+          module AmountUnreconciledDirection
+            extend ModernTreasury::Internal::Type::Enum
+
+            CREDIT = :credit
+            DEBIT = :debit
+
+            # @!method self.values
+            #   @return [Array<Symbol>]
+          end
+
           # One of credit or debit. When you are receiving money, use credit. When you are
           # being charged, use debit.
           #
@@ -2185,6 +2257,42 @@ module ModernTreasury
           #   @return [Integer, nil]
           optional :amount_lower_bound, Integer, nil?: true
 
+          # @!attribute amount_reconciled
+          #   The amount reconciled for this expected payment. Value in specified currency's
+          #   smallest unit. e.g. $10 would be represented as 1000.
+          #
+          #   @return [Integer, nil]
+          optional :amount_reconciled, Integer, nil?: true
+
+          # @!attribute amount_reconciled_direction
+          #   One of credit or debit. Indicates whether amount_reconciled is a credit or debit
+          #   amount.
+          #
+          #   @return [Symbol, ModernTreasury::Models::BulkRequestCreateParams::Resource::ExpectedPaymentUpdateRequestWithID::AmountReconciledDirection, nil]
+          optional :amount_reconciled_direction,
+                   enum: -> {
+                     ModernTreasury::BulkRequestCreateParams::Resource::ExpectedPaymentUpdateRequestWithID::AmountReconciledDirection
+                   },
+                   nil?: true
+
+          # @!attribute amount_unreconciled
+          #   The amount that remains unreconciled for this expected payment. Value in
+          #   specified currency's smallest unit. e.g. $10 would be represented as 1000.
+          #
+          #   @return [Integer, nil]
+          optional :amount_unreconciled, Integer, nil?: true
+
+          # @!attribute amount_unreconciled_direction
+          #   One of credit or debit. Indicates whether amount_unreconciled is a credit or
+          #   debit amount.
+          #
+          #   @return [Symbol, ModernTreasury::Models::BulkRequestCreateParams::Resource::ExpectedPaymentUpdateRequestWithID::AmountUnreconciledDirection, nil]
+          optional :amount_unreconciled_direction,
+                   enum: -> {
+                     ModernTreasury::BulkRequestCreateParams::Resource::ExpectedPaymentUpdateRequestWithID::AmountUnreconciledDirection
+                   },
+                   nil?: true
+
           # @!attribute amount_upper_bound
           #   The highest amount this expected payment may be equal to. Value in specified
           #   currency's smallest unit. e.g. $10 would be represented as 1000.
@@ -2307,7 +2415,7 @@ module ModernTreasury
           #   @return [Symbol, ModernTreasury::Models::ExpectedPaymentType, nil]
           optional :type, enum: -> { ModernTreasury::ExpectedPaymentType }, nil?: true
 
-          # @!method initialize(id: nil, 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)
+          # @!method initialize(id: nil, amount_lower_bound: nil, amount_reconciled: nil, amount_reconciled_direction: nil, amount_unreconciled: nil, amount_unreconciled_direction: 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)
           #   Some parameter documentations has been truncated, see
           #   {ModernTreasury::Models::BulkRequestCreateParams::Resource::ExpectedPaymentUpdateRequestWithID}
           #   for more details.
@@ -2316,6 +2424,14 @@ module ModernTreasury
           #
           #   @param amount_lower_bound [Integer, nil] The lowest amount this expected payment may be equal to. Value in specified curr
           #
+          #   @param amount_reconciled [Integer, nil] The amount reconciled for this expected payment. Value in specified currency's s
+          #
+          #   @param amount_reconciled_direction [Symbol, ModernTreasury::Models::BulkRequestCreateParams::Resource::ExpectedPaymentUpdateRequestWithID::AmountReconciledDirection, nil] One of credit or debit. Indicates whether amount_reconciled is a credit or debit
+          #
+          #   @param amount_unreconciled [Integer, nil] The amount that remains unreconciled for this expected payment. Value in specifi
+          #
+          #   @param amount_unreconciled_direction [Symbol, ModernTreasury::Models::BulkRequestCreateParams::Resource::ExpectedPaymentUpdateRequestWithID::AmountUnreconciledDirection, nil] One of credit or debit. Indicates whether amount_unreconciled is a credit or deb
+          #
           #   @param amount_upper_bound [Integer, nil] The highest amount this expected payment may be equal to. Value in specified cur
           #
           #   @param counterparty_id [String, nil] The ID of the counterparty you expect for this payment.
@@ -2350,6 +2466,34 @@ module ModernTreasury
           #
           #   @param type [Symbol, ModernTreasury::Models::ExpectedPaymentType, nil] One of: ach, au_becs, bacs, book, check, eft, interac, provxchange, rtp, sen, se
 
+          # One of credit or debit. Indicates whether amount_reconciled is a credit or debit
+          # amount.
+          #
+          # @see ModernTreasury::Models::BulkRequestCreateParams::Resource::ExpectedPaymentUpdateRequestWithID#amount_reconciled_direction
+          module AmountReconciledDirection
+            extend ModernTreasury::Internal::Type::Enum
+
+            CREDIT = :credit
+            DEBIT = :debit
+
+            # @!method self.values
+            #   @return [Array<Symbol>]
+          end
+
+          # One of credit or debit. Indicates whether amount_unreconciled is a credit or
+          # debit amount.
+          #
+          # @see ModernTreasury::Models::BulkRequestCreateParams::Resource::ExpectedPaymentUpdateRequestWithID#amount_unreconciled_direction
+          module AmountUnreconciledDirection
+            extend ModernTreasury::Internal::Type::Enum
+
+            CREDIT = :credit
+            DEBIT = :debit
+
+            # @!method self.values
+            #   @return [Array<Symbol>]
+          end
+
           # One of credit or debit. When you are receiving money, use credit. When you are
           # being charged, use debit.
           #