modern_treasury 0.26.0 → 0.28.0

data/lib/modern_treasury/resources/legal_entities.rb

@@ -8,7 +8,7 @@ module ModernTreasury
       #
       # create legal_entity
       #
-      # @overload create(legal_entity_type:, addresses: nil, bank_settings: nil, business_description: nil, business_name: nil, citizenship_country: nil, compliance_details: nil, connection_id: nil, country_of_incorporation: nil, date_formed: nil, date_of_birth: nil, documents: nil, doing_business_as_names: nil, email: nil, expected_activity_volume: nil, external_id: nil, first_name: nil, identifications: nil, industry_classifications: nil, intended_use: nil, last_name: nil, legal_entity_associations: nil, legal_structure: nil, listed_exchange: nil, metadata: nil, middle_name: nil, operating_jurisdictions: nil, phone_numbers: nil, politically_exposed_person: nil, preferred_name: nil, prefix: nil, primary_social_media_sites: nil, regulators: nil, risk_rating: nil, service_provider_legal_entity_id: nil, suffix: nil, third_party_verification: nil, third_party_verifications: nil, ticker_symbol: nil, wealth_and_employment_details: nil, website: nil, request_options: {})
+      # @overload create(legal_entity_type:, addresses: nil, bank_settings: nil, business_description: nil, business_name: nil, citizenship_country: nil, compliance_details: nil, connection_id: nil, country_of_incorporation: nil, date_formed: nil, date_of_birth: nil, documents: nil, doing_business_as_names: nil, email: nil, expected_activity_volume: nil, external_id: nil, first_name: nil, identifications: nil, industry_classifications: nil, intended_use: nil, last_name: nil, legal_entity_associations: nil, legal_structure: nil, listed_exchange: nil, metadata: nil, middle_name: nil, operating_jurisdictions: nil, phone_numbers: nil, politically_exposed_person: nil, preferred_name: nil, prefix: nil, primary_social_media_sites: nil, regulators: nil, risk_rating: nil, service_provider_legal_entity_id: nil, suffix: nil, terms_of_use: nil, third_party_verification: nil, third_party_verifications: nil, ticker_symbol: nil, wealth_and_employment_details: nil, website: nil, request_options: {})
       #
       # @param legal_entity_type [Symbol, ModernTreasury::Models::LegalEntityCreateParams::LegalEntityType] The type of legal entity.
       #
@@ -82,6 +82,8 @@ module ModernTreasury
       #
       # @param suffix [String, nil] An individual's suffix.
       #
+      # @param terms_of_use [ModernTreasury::Models::LegalEntityCreateParams::TermsOfUse, nil] Acceptance of terms of use by the legal entity.
+      #
       # @param third_party_verification [ModernTreasury::Models::ThirdPartyVerification, nil] Deprecated. Use `third_party_verifications` instead.
       #
       # @param third_party_verifications [Array<ModernTreasury::Models::ThirdPartyVerification>] A list of third-party verifications run by external vendors.
@@ -133,7 +135,7 @@ module ModernTreasury
       #
       # Update a legal entity.
       #
-      # @overload update(id, addresses: nil, bank_settings: nil, business_description: nil, business_name: nil, citizenship_country: nil, country_of_incorporation: nil, date_formed: nil, date_of_birth: nil, doing_business_as_names: nil, email: nil, expected_activity_volume: nil, external_id: nil, first_name: nil, identifications: nil, industry_classifications: nil, intended_use: nil, last_name: nil, legal_structure: nil, listed_exchange: nil, metadata: nil, middle_name: nil, operating_jurisdictions: nil, phone_numbers: nil, politically_exposed_person: nil, preferred_name: nil, prefix: nil, primary_social_media_sites: nil, regulators: nil, risk_rating: nil, service_provider_legal_entity_id: nil, suffix: nil, third_party_verification: nil, third_party_verifications: nil, ticker_symbol: nil, wealth_and_employment_details: nil, website: nil, request_options: {})
+      # @overload update(id, addresses: nil, bank_settings: nil, business_description: nil, business_name: nil, citizenship_country: nil, country_of_incorporation: nil, date_formed: nil, date_of_birth: nil, doing_business_as_names: nil, email: nil, expected_activity_volume: nil, external_id: nil, first_name: nil, identifications: nil, industry_classifications: nil, intended_use: nil, last_name: nil, legal_structure: nil, listed_exchange: nil, metadata: nil, middle_name: nil, operating_jurisdictions: nil, phone_numbers: nil, politically_exposed_person: nil, preferred_name: nil, prefix: nil, primary_social_media_sites: nil, regulators: nil, risk_rating: nil, service_provider_legal_entity_id: nil, suffix: nil, terms_of_use: nil, third_party_verification: nil, third_party_verifications: nil, ticker_symbol: nil, wealth_and_employment_details: nil, website: nil, request_options: {})
       #
       # @param id [String] id
       #
@@ -199,6 +201,8 @@ module ModernTreasury
       #
       # @param suffix [String, nil] An individual's suffix.
       #
+      # @param terms_of_use [ModernTreasury::Models::LegalEntityUpdateParams::TermsOfUse, nil] Acceptance of terms of use by the legal entity.
+      #
       # @param third_party_verification [ModernTreasury::Models::ThirdPartyVerification, nil] Deprecated. Use `third_party_verifications` instead.
       #
       # @param third_party_verifications [Array<ModernTreasury::Models::ThirdPartyVerification>] A list of third-party verifications run by external vendors.
@@ -264,6 +268,33 @@ module ModernTreasury
         )
       end
 
+      # Some parameter documentations has been truncated, see
+      # {ModernTreasury::Models::LegalEntityUpdateStatusParams} for more details.
+      #
+      # Update Legal Entity Status (sandbox only)
+      #
+      # @overload update_status(id, status:, request_options: {})
+      #
+      # @param id [String] Legal entity ID
+      #
+      # @param status [Symbol, ModernTreasury::Models::LegalEntityUpdateStatusParams::Status] The target status for the legal entity. One of `active`, `suspended`, or `denied
+      #
+      # @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]
+      #
+      # @return [ModernTreasury::Models::LegalEntity]
+      #
+      # @see ModernTreasury::Models::LegalEntityUpdateStatusParams
+      def update_status(id, params)
+        parsed, options = ModernTreasury::LegalEntityUpdateStatusParams.dump_request(params)
+        @client.request(
+          method: :patch,
+          path: ["api/simulations/legal_entities/%1$s/update_status", id],
+          body: parsed,
+          model: ModernTreasury::LegalEntity,
+          options: options
+        )
+      end
+
       # @api private
       #
       # @param client [ModernTreasury::Client]

data/lib/modern_treasury/resources/payment_orders.rb

@@ -19,7 +19,7 @@ module ModernTreasury
       #
       # @param originating_account_id [String] The ID of one of your organization's internal accounts.
       #
-      # @param type [Symbol, ModernTreasury::Models::PaymentOrderType] One of `ach`, `se_bankgirot`, `eft`, `wire`, `check`, `sen`, `book`, `rtp`, `sep
+      # @param type [Symbol, ModernTreasury::Models::PaymentOrderType] One of `ach`, `se_bankgirot`, `eft`, `wire`, `check`, `book`, `rtp`, `sepa`, `ba
       #
       # @param accounting [ModernTreasury::Models::PaymentOrderCreateParams::Accounting]
       #
@@ -201,7 +201,7 @@ module ModernTreasury
       #
       # @param subtype [Symbol, ModernTreasury::Models::PaymentOrderSubtype, nil] An additional layer of classification for the type of payment order you are doin
       #
-      # @param type [Symbol, ModernTreasury::Models::PaymentOrderType] One of `ach`, `se_bankgirot`, `eft`, `wire`, `check`, `sen`, `book`, `rtp`, `sep
+      # @param type [Symbol, ModernTreasury::Models::PaymentOrderType] One of `ach`, `se_bankgirot`, `eft`, `wire`, `check`, `book`, `rtp`, `sepa`, `ba
       #
       # @param ultimate_originating_party_identifier [String, nil] This represents the identifier by which the person is known to the receiver when
       #
@@ -301,7 +301,7 @@ module ModernTreasury
       #
       # @param originating_account_id [String] The ID of one of your organization's internal accounts.
       #
-      # @param type [Symbol, ModernTreasury::Models::PaymentOrderType] One of `ach`, `se_bankgirot`, `eft`, `wire`, `check`, `sen`, `book`, `rtp`, `sep
+      # @param type [Symbol, ModernTreasury::Models::PaymentOrderType] One of `ach`, `se_bankgirot`, `eft`, `wire`, `check`, `book`, `rtp`, `sepa`, `ba
       #
       # @param accounting [ModernTreasury::Models::PaymentOrderCreateAsyncParams::Accounting]
       #

data/lib/modern_treasury/resources/transactions.rb

@@ -11,9 +11,7 @@ module ModernTreasury
       #
       # create transaction
       #
-      # @overload create(amount:, as_of_date:, direction:, internal_account_id:, vendor_code:, vendor_code_type:, metadata: nil, posted: nil, type: nil, vendor_customer_id: nil, vendor_description: nil, request_options: {})
-      #
-      # @param amount [Integer] Value in specified currency's smallest unit. e.g. $10 would be represented as 10
+      # @overload create(as_of_date:, direction:, internal_account_id:, vendor_code:, vendor_code_type:, amount: nil, amount_string: nil, metadata: nil, posted: nil, type: nil, vendor_customer_id: nil, vendor_description: nil, request_options: {})
       #
       # @param as_of_date [Date, nil] The date on which the transaction occurred.
       #
@@ -25,6 +23,10 @@ module ModernTreasury
       #
       # @param vendor_code_type [String, nil] The type of `vendor_code` being reported. Can be one of `bai2`, `bankprov`, `bnk
       #
+      # @param amount [Integer] Value in specified currency's smallest unit. e.g. $10 would be represented as 10
+      #
+      # @param amount_string [String] The transaction amount as a string, preserving full precision for values that ma
+      #
       # @param metadata [Hash{Symbol=>String}] Additional data represented as key-value pairs. Both the key and value must be s
       #
       # @param posted [Boolean] This field will be `true` if the transaction has posted to the account.

data/lib/modern_treasury/version.rb

@@ -1,5 +1,5 @@
 # frozen_string_literal: true
 
 module ModernTreasury
-  VERSION = "0.26.0"
+  VERSION = "0.28.0"
 end

data/lib/modern_treasury.rb

@@ -236,6 +236,7 @@ require_relative "modern_treasury/models/legal_entity_industry_classification"
 require_relative "modern_treasury/models/legal_entity_list_params"
 require_relative "modern_treasury/models/legal_entity_retrieve_params"
 require_relative "modern_treasury/models/legal_entity_update_params"
+require_relative "modern_treasury/models/legal_entity_update_status_params"
 require_relative "modern_treasury/models/legal_entity_wealth_employment_detail"
 require_relative "modern_treasury/models/line_item"
 require_relative "modern_treasury/models/line_item_list_params"