modern_treasury 0.27.0 → 0.28.0

data/lib/modern_treasury/resources/bulk_requests.rb

@@ -14,7 +14,7 @@ module ModernTreasury
       #
       # @param resource_type [Symbol, ModernTreasury::Models::BulkRequestCreateParams::ResourceType] One of payment_order, expected_payment, or ledger_transaction.
       #
-      # @param resources [Array<ModernTreasury::Models::BulkRequestCreateParams::Resource::PaymentOrderAsyncCreateRequest, ModernTreasury::Models::BulkRequestCreateParams::Resource::ExpectedPaymentCreateRequest, ModernTreasury::Models::LedgerTransactionCreateRequest, ModernTreasury::Models::LedgerAccountCreateRequest, ModernTreasury::Models::BulkRequestCreateParams::Resource::TransactionCreateRequest, ModernTreasury::Models::BulkRequestCreateParams::Resource::ID, ModernTreasury::Models::BulkRequestCreateParams::Resource::PaymentOrderUpdateRequestWithID, ModernTreasury::Models::BulkRequestCreateParams::Resource::ExpectedPaymentUpdateRequestWithID, ModernTreasury::Models::BulkRequestCreateParams::Resource::TransactionUpdateRequestWithID, ModernTreasury::Models::BulkRequestCreateParams::Resource::LedgerTransactionUpdateRequestWithID>] An array of objects where each object contains the input params for a single `ac
+      # @param resources [Array<ModernTreasury::Models::BulkRequestCreateParams::Resource::PaymentOrderAsyncCreateRequest, ModernTreasury::Models::BulkRequestCreateParams::Resource::ExpectedPaymentCreateRequest, ModernTreasury::Models::LedgerTransactionCreateRequest, ModernTreasury::Models::LedgerAccountCreateRequest, Object, ModernTreasury::Models::BulkRequestCreateParams::Resource::ID, ModernTreasury::Models::BulkRequestCreateParams::Resource::PaymentOrderUpdateRequestWithID, ModernTreasury::Models::BulkRequestCreateParams::Resource::ExpectedPaymentUpdateRequestWithID, ModernTreasury::Models::BulkRequestCreateParams::Resource::TransactionUpdateRequestWithID, ModernTreasury::Models::BulkRequestCreateParams::Resource::LedgerTransactionUpdateRequestWithID, ModernTreasury::Models::BulkRequestCreateParams::Resource::LedgerAccountUpdateRequestWithID>] An array of objects where each object contains the input params for a single `ac
       #
       # @param metadata [Hash{Symbol=>String}] Additional data represented as key-value pairs. Both the key and value must be s
       #

data/lib/modern_treasury/resources/expected_payments.rb

@@ -56,7 +56,7 @@ module ModernTreasury
       #
       # @param statement_descriptor [String, nil] The statement description you expect to see on the transaction. For ACH payments
       #
-      # @param type [Symbol, ModernTreasury::Models::ExpectedPaymentType, nil] One of: ach, au_becs, bacs, book, check, eft, interac, provxchange, rtp, sen, se
+      # @param type [Symbol, ModernTreasury::Models::ExpectedPaymentType, nil] One of: ach, au_becs, bacs, book, check, eft, rtp, sepa, wire.
       #
       # @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]
       #
@@ -145,7 +145,7 @@ module ModernTreasury
       #
       # @param status [Symbol, ModernTreasury::Models::ExpectedPaymentUpdateParams::Status, nil] The Expected Payment's status can be updated from partially_reconciled to reconc
       #
-      # @param type [Symbol, ModernTreasury::Models::ExpectedPaymentType, nil] One of: ach, au_becs, bacs, book, check, eft, interac, provxchange, rtp, sen, se
+      # @param type [Symbol, ModernTreasury::Models::ExpectedPaymentType, nil] One of: ach, au_becs, bacs, book, check, eft, rtp, sepa, wire.
       #
       # @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]
       #
@@ -190,7 +190,7 @@ module ModernTreasury
       #
       # @param status [Symbol, ModernTreasury::Models::ExpectedPaymentListParams::Status] One of unreconciled, reconciled, or archived.
       #
-      # @param type [Symbol, ModernTreasury::Models::ExpectedPaymentListParams::Type] One of: ach, au_becs, bacs, book, check, eft, interac, provxchange, rtp,sen, sep
+      # @param type [Symbol, ModernTreasury::Models::ExpectedPaymentListParams::Type] One of: ach, au_becs, bacs, book, check, eft, rtp, sepa, wire
       #
       # @param updated_at_lower_bound [Time] Used to return expected payments updated after some datetime
       #

data/lib/modern_treasury/resources/holds.rb

@@ -92,11 +92,11 @@ module ModernTreasury
       #
       # @param per_page [Integer]
       #
-      # @param status [Symbol, ModernTreasury::Models::HoldListParams::Status, nil] Translation missing: en.openapi.descriptions.payment_order.query_params.status
+      # @param status [Symbol, ModernTreasury::Models::HoldListParams::Status, nil] Only return holds for a specific status.
       #
-      # @param target_id [String, nil] Translation missing: en.openapi.descriptions.payment_order.query_params.target_i
+      # @param target_id [String, nil] Only return holds for a specific target ID.
       #
-      # @param target_type [Symbol, ModernTreasury::Models::HoldListParams::TargetType, nil] Translation missing: en.openapi.descriptions.payment_order.query_params.target_t
+      # @param target_type [Symbol, ModernTreasury::Models::HoldListParams::TargetType, nil] Only return holds for a specific target type.
       #
       # @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]
       #

data/lib/modern_treasury/resources/incoming_payment_details.rb

@@ -73,7 +73,7 @@ module ModernTreasury
       #
       # @param subtype [String] An additional layer of classification for the type of incoming payment detail. F
       #
-      # @param type [Symbol, ModernTreasury::Models::IncomingPaymentDetailListParams::Type] One of: `ach`, `book`, `check`, `eft`, `interac`, `rtp`, `sepa`, `signet`, or `w
+      # @param type [Symbol, ModernTreasury::Models::IncomingPaymentDetailListParams::Type] One of: `ach`, `book`, `check`, `eft`, `rtp`, `sepa`, or `wire`.
       #
       # @param virtual_account_id [String] If the incoming payment detail is in a virtual account, the ID of the Virtual Ac
       #

data/lib/modern_treasury/resources/internal_accounts.rb

@@ -11,22 +11,22 @@ module ModernTreasury
       #
       # create internal account
       #
-      # @overload create(connection_id:, currency:, name:, party_name:, account_capabilities: nil, account_type: nil, counterparty_id: nil, external_id: nil, legal_entity_id: nil, metadata: nil, parent_account_id: nil, party_address: nil, vendor_attributes: nil, request_options: {})
+      # @overload create(currency:, name:, account_capabilities: nil, account_type: nil, connection_id: nil, counterparty_id: nil, debitable: nil, external_id: nil, legal_entity_id: nil, metadata: nil, parent_account_id: nil, party_address: nil, party_name: nil, vendor_attributes: nil, request_options: {})
       #
-      # @param connection_id [String] The identifier of the financial institution the account belongs to.
-      #
-      # @param currency [Symbol, ModernTreasury::Models::InternalAccountCreateParams::Currency] The currency of the internal account. Supports "USD" and "CAD" for fiat, and "US
+      # @param currency [Symbol, ModernTreasury::Models::InternalAccountCreateParams::Currency] The currency of the internal account. Supports fiat and stablecoin currencies.
       #
       # @param name [String] The nickname of the account.
       #
-      # @param party_name [String] The legal name of the entity which owns the account.
-      #
       # @param account_capabilities [Array<ModernTreasury::Models::InternalAccountCreateParams::AccountCapability>] An array of AccountCapability objects that list the originating abilities of the
       #
       # @param account_type [Symbol, ModernTreasury::Models::InternalAccountCreateParams::AccountType] The account type, used to provision the appropriate account at the financial ins
       #
+      # @param connection_id [String] The identifier of the financial institution the account belongs to. If not provi
+      #
       # @param counterparty_id [String] The Counterparty associated to this account.
       #
+      # @param debitable [Boolean, nil] Whether this account can receive ACH debits. Only applicable to accounts created
+      #
       # @param external_id [String, nil] An optional user-defined 180 character unique identifier.
       #
       # @param legal_entity_id [String] The LegalEntity associated to this account.
@@ -37,6 +37,8 @@ module ModernTreasury
       #
       # @param party_address [ModernTreasury::Models::InternalAccountCreateParams::PartyAddress] The address associated with the owner or null.
       #
+      # @param party_name [String, nil] The legal name of the entity which owns the account.
+      #
       # @param vendor_attributes [Hash{Symbol=>String}] A hash of vendor specific attributes that will be used when creating the account
       #
       # @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]

data/lib/modern_treasury/resources/invoices.rb

@@ -49,7 +49,7 @@ module ModernTreasury
       #
       # @param payment_method [Symbol, ModernTreasury::Models::InvoiceCreateParams::PaymentMethod] The method by which the invoice can be paid. `ui` will show the embedded payment
       #
-      # @param payment_type [Symbol, ModernTreasury::Models::PaymentOrderType] One of `ach`, `se_bankgirot`, `eft`, `wire`, `check`, `sen`, `book`, `rtp`, `sep
+      # @param payment_type [Symbol, ModernTreasury::Models::PaymentOrderType] One of `ach`, `se_bankgirot`, `eft`, `wire`, `check`, `book`, `rtp`, `sepa`, `ba
       #
       # @param receiving_account_id [String] The receiving account ID. Can be an `external_account`.
       #
@@ -140,7 +140,7 @@ module ModernTreasury
       #
       # @param payment_method [Symbol, ModernTreasury::Models::InvoiceUpdateParams::PaymentMethod] The method by which the invoice can be paid. `ui` will show the embedded payment
       #
-      # @param payment_type [Symbol, ModernTreasury::Models::PaymentOrderType] One of `ach`, `se_bankgirot`, `eft`, `wire`, `check`, `sen`, `book`, `rtp`, `sep
+      # @param payment_type [Symbol, ModernTreasury::Models::PaymentOrderType] One of `ach`, `se_bankgirot`, `eft`, `wire`, `check`, `book`, `rtp`, `sepa`, `ba
       #
       # @param receiving_account_id [String] The receiving account ID. Can be an `external_account`.
       #

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 = "0.27.0"
+  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"