modern_treasury 0.2.0 → 0.4.0

checksums.yaml

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data/CHANGELOG.md

@@ -1,5 +1,22 @@
 # Changelog
 
+## 0.4.0 (2025-08-12)
+
+Full Changelog: [v0.3.0...v0.4.0](https://github.com/Modern-Treasury/modern-treasury-ruby/compare/v0.3.0...v0.4.0)
+
+### Features
+
+* **api:** api update ([9338696](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/9338696991502c9587ac12e99bf438f318ed5dcd))
+* **api:** manual updates ([51fe69c](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/51fe69cc3f20b854ae8c9e10488784eea87811d5))
+
+## 0.3.0 (2025-08-11)
+
+Full Changelog: [v0.2.0...v0.3.0](https://github.com/Modern-Treasury/modern-treasury-ruby/compare/v0.2.0...v0.3.0)
+
+### Features
+
+* **api:** api update ([a4b71cb](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/a4b71cba0ff870577eb70c2d30ca345b0186b322))
+
 ## 0.2.0 (2025-08-11)
 
 Full Changelog: [v0.1.0...v0.2.0](https://github.com/Modern-Treasury/modern-treasury-ruby/compare/v0.1.0...v0.2.0)

data/README.md

@@ -15,7 +15,7 @@ To use this gem, install via Bundler by adding the following to your application
 <!-- x-release-please-start-version -->
 
 ```ruby
-gem "modern_treasury", "~> 0.2.0"
+gem "modern_treasury", "~> 0.4.0"
 ```
 
 <!-- x-release-please-end -->

data/lib/modern_treasury/models/child_legal_entity_create.rb

@@ -12,8 +12,8 @@ module ModernTreasury
 
       # @!attribute bank_settings
       #
-      #   @return [ModernTreasury::Models::BankSettings, nil]
-      optional :bank_settings, -> { ModernTreasury::BankSettings }, nil?: true
+      #   @return [ModernTreasury::Models::LegalEntityBankSettings, nil]
+      optional :bank_settings, -> { ModernTreasury::LegalEntityBankSettings }, nil?: true
 
       # @!attribute business_name
       #   The business's legal business name.
@@ -152,8 +152,10 @@ module ModernTreasury
 
       # @!attribute wealth_and_employment_details
       #
-      #   @return [ModernTreasury::Models::WealthAndEmploymentDetails, nil]
-      optional :wealth_and_employment_details, -> { ModernTreasury::WealthAndEmploymentDetails }, nil?: true
+      #   @return [ModernTreasury::Models::LegalEntityWealthEmploymentDetail, nil]
+      optional :wealth_and_employment_details,
+               -> { ModernTreasury::LegalEntityWealthEmploymentDetail },
+               nil?: true
 
       # @!attribute website
       #   The entity's primary website URL.
@@ -167,7 +169,7 @@ module ModernTreasury
       #
       #   @param addresses [Array<ModernTreasury::Models::LegalEntityAddressCreateRequest>] A list of addresses for the entity.
       #
-      #   @param bank_settings [ModernTreasury::Models::BankSettings, nil]
+      #   @param bank_settings [ModernTreasury::Models::LegalEntityBankSettings, nil]
       #
       #   @param business_name [String, nil] The business's legal business name.
       #
@@ -211,7 +213,7 @@ module ModernTreasury
       #
       #   @param suffix [String, nil] An individual's suffix.
       #
-      #   @param wealth_and_employment_details [ModernTreasury::Models::WealthAndEmploymentDetails, nil]
+      #   @param wealth_and_employment_details [ModernTreasury::Models::LegalEntityWealthEmploymentDetail, nil]
       #
       #   @param website [String, nil] The entity's primary website URL.
 

data/lib/modern_treasury/models/connection_legal_entity_create_params.rb

@@ -46,8 +46,8 @@ module ModernTreasury
 
         # @!attribute bank_settings
         #
-        #   @return [ModernTreasury::Models::BankSettings, nil]
-        optional :bank_settings, -> { ModernTreasury::BankSettings }, nil?: true
+        #   @return [ModernTreasury::Models::LegalEntityBankSettings, nil]
+        optional :bank_settings, -> { ModernTreasury::LegalEntityBankSettings }, nil?: true
 
         # @!attribute business_name
         #   The business's legal business name.
@@ -197,8 +197,10 @@ module ModernTreasury
 
         # @!attribute wealth_and_employment_details
         #
-        #   @return [ModernTreasury::Models::WealthAndEmploymentDetails, nil]
-        optional :wealth_and_employment_details, -> { ModernTreasury::WealthAndEmploymentDetails }, nil?: true
+        #   @return [ModernTreasury::Models::LegalEntityWealthEmploymentDetail, nil]
+        optional :wealth_and_employment_details,
+                 -> { ModernTreasury::LegalEntityWealthEmploymentDetail },
+                 nil?: true
 
         # @!attribute website
         #   The entity's primary website URL.
@@ -215,7 +217,7 @@ module ModernTreasury
         #
         #   @param addresses [Array<ModernTreasury::Models::LegalEntityAddressCreateRequest>] A list of addresses for the entity.
         #
-        #   @param bank_settings [ModernTreasury::Models::BankSettings, nil]
+        #   @param bank_settings [ModernTreasury::Models::LegalEntityBankSettings, nil]
         #
         #   @param business_name [String, nil] The business's legal business name.
         #
@@ -261,7 +263,7 @@ module ModernTreasury
         #
         #   @param suffix [String, nil] An individual's suffix.
         #
-        #   @param wealth_and_employment_details [ModernTreasury::Models::WealthAndEmploymentDetails, nil]
+        #   @param wealth_and_employment_details [ModernTreasury::Models::LegalEntityWealthEmploymentDetail, nil]
         #
         #   @param website [String, nil] The entity's primary website URL.
 

data/lib/modern_treasury/models/counterparty_create_params.rb

@@ -454,8 +454,8 @@ module ModernTreasury
 
         # @!attribute bank_settings
         #
-        #   @return [ModernTreasury::Models::BankSettings, nil]
-        optional :bank_settings, -> { ModernTreasury::BankSettings }, nil?: true
+        #   @return [ModernTreasury::Models::LegalEntityBankSettings, nil]
+        optional :bank_settings, -> { ModernTreasury::LegalEntityBankSettings }, nil?: true
 
         # @!attribute business_name
         #   The business's legal business name.
@@ -598,8 +598,10 @@ module ModernTreasury
 
         # @!attribute wealth_and_employment_details
         #
-        #   @return [ModernTreasury::Models::WealthAndEmploymentDetails, nil]
-        optional :wealth_and_employment_details, -> { ModernTreasury::WealthAndEmploymentDetails }, nil?: true
+        #   @return [ModernTreasury::Models::LegalEntityWealthEmploymentDetail, nil]
+        optional :wealth_and_employment_details,
+                 -> { ModernTreasury::LegalEntityWealthEmploymentDetail },
+                 nil?: true
 
         # @!attribute website
         #   The entity's primary website URL.
@@ -616,7 +618,7 @@ module ModernTreasury
         #
         #   @param addresses [Array<ModernTreasury::Models::LegalEntityAddressCreateRequest>] A list of addresses for the entity.
         #
-        #   @param bank_settings [ModernTreasury::Models::BankSettings, nil]
+        #   @param bank_settings [ModernTreasury::Models::LegalEntityBankSettings, nil]
         #
         #   @param business_name [String, nil] The business's legal business name.
         #
@@ -660,7 +662,7 @@ module ModernTreasury
         #
         #   @param suffix [String, nil] An individual's suffix.
         #
-        #   @param wealth_and_employment_details [ModernTreasury::Models::WealthAndEmploymentDetails, nil]
+        #   @param wealth_and_employment_details [ModernTreasury::Models::LegalEntityWealthEmploymentDetail, nil]
         #
         #   @param website [String, nil] The entity's primary website URL.
 

data/lib/modern_treasury/models/ledger_account_settlement_create_params.rb

@@ -93,6 +93,7 @@ module ModernTreasury
 
         PENDING = :pending
         POSTED = :posted
+        DRAFTING = :drafting
 
         # @!method self.values
         #   @return [Array<Symbol>]

data/lib/modern_treasury/models/ledger_entry_list_params.rb

@@ -19,6 +19,12 @@ module ModernTreasury
       #   @return [String, nil]
       optional :after_cursor, String, nil?: true
 
+      # @!attribute amount
+      #   Use `gt` (>), `gte` (>=), `lt` (<), `lte` (<=), or `eq` (=) to filter by amount.
+      #
+      #   @return [ModernTreasury::Models::LedgerEntryListParams::Amount, nil]
+      optional :amount, -> { ModernTreasury::LedgerEntryListParams::Amount }
+
       # @!attribute as_of_lock_version
       #   Shows all ledger entries that were present on a ledger account at a particular
       #   `lock_version`. You must also specify `ledger_account_id`.
@@ -145,7 +151,7 @@ module ModernTreasury
       #   @return [Hash{Symbol=>Time}, nil]
       optional :updated_at, ModernTreasury::Internal::Type::HashOf[Time]
 
-      # @!method initialize(id: nil, after_cursor: nil, as_of_lock_version: nil, direction: nil, effective_at: nil, effective_date: nil, ledger_account_category_id: nil, ledger_account_id: nil, ledger_account_lock_version: nil, ledger_account_payout_id: nil, ledger_account_settlement_id: nil, ledger_account_statement_id: nil, ledger_transaction_id: nil, metadata: nil, order_by: nil, per_page: nil, show_balances: nil, show_deleted: nil, status: nil, updated_at: nil, request_options: {})
+      # @!method initialize(id: nil, after_cursor: nil, amount: nil, as_of_lock_version: nil, direction: nil, effective_at: nil, effective_date: nil, ledger_account_category_id: nil, ledger_account_id: nil, ledger_account_lock_version: nil, ledger_account_payout_id: nil, ledger_account_settlement_id: nil, ledger_account_statement_id: nil, ledger_transaction_id: nil, metadata: nil, order_by: nil, per_page: nil, show_balances: nil, show_deleted: nil, status: nil, updated_at: nil, request_options: {})
       #   Some parameter documentations has been truncated, see
       #   {ModernTreasury::Models::LedgerEntryListParams} for more details.
       #
@@ -153,6 +159,8 @@ module ModernTreasury
       #
       #   @param after_cursor [String, nil]
       #
+      #   @param amount [ModernTreasury::Models::LedgerEntryListParams::Amount] Use `gt` (>), `gte` (>=), `lt` (<), `lte` (<=), or `eq` (=) to filter by amount.
+      #
       #   @param as_of_lock_version [Integer] Shows all ledger entries that were present on a ledger account at a particular `
       #
       #   @param direction [Symbol, ModernTreasury::Models::TransactionDirection] If true, response will include ledger entries that were deleted. When you update
@@ -191,6 +199,42 @@ module ModernTreasury
       #
       #   @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}]
 
+      class Amount < ModernTreasury::Internal::Type::BaseModel
+        # @!attribute eq
+        #
+        #   @return [Integer, nil]
+        optional :eq, Integer
+
+        # @!attribute gt
+        #
+        #   @return [Integer, nil]
+        optional :gt, Integer
+
+        # @!attribute gte
+        #
+        #   @return [Integer, nil]
+        optional :gte, Integer
+
+        # @!attribute lt
+        #
+        #   @return [Integer, nil]
+        optional :lt, Integer
+
+        # @!attribute lte
+        #
+        #   @return [Integer, nil]
+        optional :lte, Integer
+
+        # @!method initialize(eq: nil, gt: nil, gte: nil, lt: nil, lte: nil)
+        #   Use `gt` (>), `gte` (>=), `lt` (<), `lte` (<=), or `eq` (=) to filter by amount.
+        #
+        #   @param eq [Integer]
+        #   @param gt [Integer]
+        #   @param gte [Integer]
+        #   @param lt [Integer]
+        #   @param lte [Integer]
+      end
+
       class OrderBy < ModernTreasury::Internal::Type::BaseModel
         # @!attribute created_at
         #

data/lib/modern_treasury/models/legal_entity.rb

@@ -20,8 +20,8 @@ module ModernTreasury
 
       # @!attribute bank_settings
       #
-      #   @return [ModernTreasury::Models::BankSettings, nil]
-      required :bank_settings, -> { ModernTreasury::BankSettings }, nil?: true
+      #   @return [ModernTreasury::Models::LegalEntityBankSettings, nil]
+      required :bank_settings, -> { ModernTreasury::LegalEntityBankSettings }, nil?: true
 
       # @!attribute business_name
       #   The business's legal business name.
@@ -189,8 +189,10 @@ module ModernTreasury
 
       # @!attribute wealth_and_employment_details
       #
-      #   @return [ModernTreasury::Models::WealthAndEmploymentDetails, nil]
-      required :wealth_and_employment_details, -> { ModernTreasury::WealthAndEmploymentDetails }, nil?: true
+      #   @return [ModernTreasury::Models::LegalEntityWealthEmploymentDetail, nil]
+      required :wealth_and_employment_details,
+               -> { ModernTreasury::LegalEntityWealthEmploymentDetail },
+               nil?: true
 
       # @!attribute website
       #   The entity's primary website URL.
@@ -206,7 +208,7 @@ module ModernTreasury
       #
       #   @param addresses [Array<ModernTreasury::Models::LegalEntity::Address>] A list of addresses for the entity.
       #
-      #   @param bank_settings [ModernTreasury::Models::BankSettings, nil]
+      #   @param bank_settings [ModernTreasury::Models::LegalEntityBankSettings, nil]
       #
       #   @param business_name [String, nil] The business's legal business name.
       #
@@ -262,7 +264,7 @@ module ModernTreasury
       #
       #   @param updated_at [Time]
       #
-      #   @param wealth_and_employment_details [ModernTreasury::Models::WealthAndEmploymentDetails, nil]
+      #   @param wealth_and_employment_details [ModernTreasury::Models::LegalEntityWealthEmploymentDetail, nil]
       #
       #   @param website [String, nil] The entity's primary website URL.
 

data/lib/modern_treasury/models/legal_entity_association.rb

@@ -113,8 +113,8 @@ module ModernTreasury
 
         # @!attribute bank_settings
         #
-        #   @return [ModernTreasury::Models::BankSettings, nil]
-        required :bank_settings, -> { ModernTreasury::BankSettings }, nil?: true
+        #   @return [ModernTreasury::Models::LegalEntityBankSettings, nil]
+        required :bank_settings, -> { ModernTreasury::LegalEntityBankSettings }, nil?: true
 
         # @!attribute business_name
         #   The business's legal business name.
@@ -283,8 +283,10 @@ module ModernTreasury
 
         # @!attribute wealth_and_employment_details
         #
-        #   @return [ModernTreasury::Models::WealthAndEmploymentDetails, nil]
-        required :wealth_and_employment_details, -> { ModernTreasury::WealthAndEmploymentDetails }, nil?: true
+        #   @return [ModernTreasury::Models::LegalEntityWealthEmploymentDetail, nil]
+        required :wealth_and_employment_details,
+                 -> { ModernTreasury::LegalEntityWealthEmploymentDetail },
+                 nil?: true
 
         # @!attribute website
         #   The entity's primary website URL.
@@ -303,7 +305,7 @@ module ModernTreasury
         #
         #   @param addresses [Array<ModernTreasury::Models::LegalEntityAssociation::ChildLegalEntity::Address>] A list of addresses for the entity.
         #
-        #   @param bank_settings [ModernTreasury::Models::BankSettings, nil]
+        #   @param bank_settings [ModernTreasury::Models::LegalEntityBankSettings, nil]
         #
         #   @param business_name [String, nil] The business's legal business name.
         #
@@ -357,7 +359,7 @@ module ModernTreasury
         #
         #   @param updated_at [Time]
         #
-        #   @param wealth_and_employment_details [ModernTreasury::Models::WealthAndEmploymentDetails, nil]
+        #   @param wealth_and_employment_details [ModernTreasury::Models::LegalEntityWealthEmploymentDetail, nil]
         #
         #   @param website [String, nil] The entity's primary website URL.
 

data/lib/modern_treasury/models/legal_entity_bank_settings.rb

@@ -0,0 +1,91 @@
+# frozen_string_literal: true
+
+module ModernTreasury
+  module Models
+    class LegalEntityBankSettings < ModernTreasury::Internal::Type::BaseModel
+      # @!attribute id
+      #
+      #   @return [String]
+      required :id, String
+
+      # @!attribute backup_withholding_percentage
+      #   The percentage of backup withholding to apply to the legal entity.
+      #
+      #   @return [Integer, nil]
+      required :backup_withholding_percentage, Integer, nil?: true
+
+      # @!attribute created_at
+      #
+      #   @return [Time]
+      required :created_at, Time
+
+      # @!attribute discarded_at
+      #
+      #   @return [Time, nil]
+      required :discarded_at, Time, nil?: true
+
+      # @!attribute enable_backup_withholding
+      #   Whether backup withholding is enabled. See more here -
+      #   https://www.irs.gov/businesses/small-businesses-self-employed/backup-withholding.
+      #
+      #   @return [Boolean, nil]
+      required :enable_backup_withholding, ModernTreasury::Internal::Type::Boolean, nil?: true
+
+      # @!attribute live_mode
+      #   This field will be true if this object exists in the live environment or false
+      #   if it exists in the test environment.
+      #
+      #   @return [Boolean]
+      required :live_mode, ModernTreasury::Internal::Type::Boolean
+
+      # @!attribute object
+      #
+      #   @return [String]
+      required :object, String
+
+      # @!attribute privacy_opt_out
+      #   Cross River Bank specific setting to opt out of privacy policy.
+      #
+      #   @return [Boolean, nil]
+      required :privacy_opt_out, ModernTreasury::Internal::Type::Boolean, nil?: true
+
+      # @!attribute regulation_o
+      #   It covers, among other types of insider loans, extensions of credit by a member
+      #   bank to an executive officer, director, or principal shareholder of the member
+      #   bank; a bank holding company of which the member bank is a subsidiary; and any
+      #   other subsidiary of that bank holding company.
+      #
+      #   @return [Boolean, nil]
+      required :regulation_o, ModernTreasury::Internal::Type::Boolean, nil?: true
+
+      # @!attribute updated_at
+      #
+      #   @return [Time]
+      required :updated_at, Time
+
+      # @!method initialize(id:, backup_withholding_percentage:, created_at:, discarded_at:, enable_backup_withholding:, live_mode:, object:, privacy_opt_out:, regulation_o:, updated_at:)
+      #   Some parameter documentations has been truncated, see
+      #   {ModernTreasury::Models::LegalEntityBankSettings} for more details.
+      #
+      #   @param id [String]
+      #
+      #   @param backup_withholding_percentage [Integer, nil] The percentage of backup withholding to apply to the legal entity.
+      #
+      #   @param created_at [Time]
+      #
+      #   @param discarded_at [Time, nil]
+      #
+      #   @param enable_backup_withholding [Boolean, nil] Whether backup withholding is enabled. See more here - https://www.irs.gov/busin
+      #
+      #   @param live_mode [Boolean] This field will be true if this object exists in the live environment or false i
+      #
+      #   @param object [String]
+      #
+      #   @param privacy_opt_out [Boolean, nil] Cross River Bank specific setting to opt out of privacy policy.
+      #
+      #   @param regulation_o [Boolean, nil] It covers, among other types of insider loans, extensions of credit by a member
+      #
+      #   @param updated_at [Time]
+    end
+  end
+end

data/lib/modern_treasury/models/legal_entity_create_params.rb

@@ -22,8 +22,8 @@ module ModernTreasury
 
       # @!attribute bank_settings
       #
-      #   @return [ModernTreasury::Models::BankSettings, nil]
-      optional :bank_settings, -> { ModernTreasury::BankSettings }, nil?: true
+      #   @return [ModernTreasury::Models::LegalEntityBankSettings, nil]
+      optional :bank_settings, -> { ModernTreasury::LegalEntityBankSettings }, nil?: true
 
       # @!attribute business_name
       #   The business's legal business name.
@@ -164,8 +164,10 @@ module ModernTreasury
 
       # @!attribute wealth_and_employment_details
       #
-      #   @return [ModernTreasury::Models::WealthAndEmploymentDetails, nil]
-      optional :wealth_and_employment_details, -> { ModernTreasury::WealthAndEmploymentDetails }, nil?: true
+      #   @return [ModernTreasury::Models::LegalEntityWealthEmploymentDetail, nil]
+      optional :wealth_and_employment_details,
+               -> { ModernTreasury::LegalEntityWealthEmploymentDetail },
+               nil?: true
 
       # @!attribute website
       #   The entity's primary website URL.
@@ -181,7 +183,7 @@ module ModernTreasury
       #
       #   @param addresses [Array<ModernTreasury::Models::LegalEntityAddressCreateRequest>] A list of addresses for the entity.
       #
-      #   @param bank_settings [ModernTreasury::Models::BankSettings, nil]
+      #   @param bank_settings [ModernTreasury::Models::LegalEntityBankSettings, nil]
       #
       #   @param business_name [String, nil] The business's legal business name.
       #
@@ -225,7 +227,7 @@ module ModernTreasury
       #
       #   @param suffix [String, nil] An individual's suffix.
       #
-      #   @param wealth_and_employment_details [ModernTreasury::Models::WealthAndEmploymentDetails, nil]
+      #   @param wealth_and_employment_details [ModernTreasury::Models::LegalEntityWealthEmploymentDetail, nil]
       #
       #   @param website [String, nil] The entity's primary website URL.
       #

data/lib/modern_treasury/models/legal_entity_update_params.rb

@@ -16,8 +16,8 @@ module ModernTreasury
 
       # @!attribute bank_settings
       #
-      #   @return [ModernTreasury::Models::BankSettings, nil]
-      optional :bank_settings, -> { ModernTreasury::BankSettings }, nil?: true
+      #   @return [ModernTreasury::Models::LegalEntityBankSettings, nil]
+      optional :bank_settings, -> { ModernTreasury::LegalEntityBankSettings }, nil?: true
 
       # @!attribute business_name
       #   The business's legal business name.
@@ -148,8 +148,10 @@ module ModernTreasury
 
       # @!attribute wealth_and_employment_details
       #
-      #   @return [ModernTreasury::Models::WealthAndEmploymentDetails, nil]
-      optional :wealth_and_employment_details, -> { ModernTreasury::WealthAndEmploymentDetails }, nil?: true
+      #   @return [ModernTreasury::Models::LegalEntityWealthEmploymentDetail, nil]
+      optional :wealth_and_employment_details,
+               -> { ModernTreasury::LegalEntityWealthEmploymentDetail },
+               nil?: true
 
       # @!attribute website
       #   The entity's primary website URL.
@@ -163,7 +165,7 @@ module ModernTreasury
       #
       #   @param addresses [Array<ModernTreasury::Models::LegalEntityAddressCreateRequest>] A list of addresses for the entity.
       #
-      #   @param bank_settings [ModernTreasury::Models::BankSettings, nil]
+      #   @param bank_settings [ModernTreasury::Models::LegalEntityBankSettings, nil]
       #
       #   @param business_name [String, nil] The business's legal business name.
       #
@@ -205,7 +207,7 @@ module ModernTreasury
       #
       #   @param suffix [String, nil] An individual's suffix.
       #
-      #   @param wealth_and_employment_details [ModernTreasury::Models::WealthAndEmploymentDetails, nil]
+      #   @param wealth_and_employment_details [ModernTreasury::Models::LegalEntityWealthEmploymentDetail, nil]
       #
       #   @param website [String, nil] The entity's primary website URL.
       #