modern_treasury 0.29.0 → 0.29.2

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.
Files changed (165) hide show
  1. checksums.yaml +4 -4
  2. data/CHANGELOG.md +19 -0
  3. data/README.md +1 -1
  4. data/lib/modern_treasury/client.rb +12 -0
  5. data/lib/modern_treasury/models/bulk_request.rb +0 -1
  6. data/lib/modern_treasury/models/bulk_request_create_params.rb +149 -6
  7. data/lib/modern_treasury/models/bulk_request_list_params.rb +0 -1
  8. data/lib/modern_treasury/models/bulk_result.rb +0 -1
  9. data/lib/modern_treasury/models/bulk_result_list_params.rb +0 -1
  10. data/lib/modern_treasury/models/case_.rb +318 -0
  11. data/lib/modern_treasury/models/case_list_params.rb +73 -0
  12. data/lib/modern_treasury/models/case_retrieve_params.rb +20 -0
  13. data/lib/modern_treasury/models/child_legal_entity.rb +24 -1
  14. data/lib/modern_treasury/models/child_legal_entity_create.rb +24 -1
  15. data/lib/modern_treasury/models/connection_legal_entity_create_params.rb +26 -1
  16. data/lib/modern_treasury/models/counterparty.rb +8 -1
  17. data/lib/modern_treasury/models/counterparty_create_params.rb +24 -1
  18. data/lib/modern_treasury/models/document.rb +5 -4
  19. data/lib/modern_treasury/models/document_create_params.rb +1 -0
  20. data/lib/modern_treasury/models/document_list_params.rb +5 -4
  21. data/lib/modern_treasury/models/external_account.rb +8 -1
  22. data/lib/modern_treasury/models/internal_account_create_params.rb +2 -2
  23. data/lib/modern_treasury/models/internal_account_update_params.rb +21 -1
  24. data/lib/modern_treasury/models/internal_accounts/balance_report.rb +2 -3
  25. data/lib/modern_treasury/models/internal_accounts/balance_report_create_params.rb +2 -3
  26. data/lib/modern_treasury/models/invoice_update_params.rb +1 -1
  27. data/lib/modern_treasury/models/journal_source_list_params.rb +62 -0
  28. data/lib/modern_treasury/models/journal_source_retrieve_params.rb +20 -0
  29. data/lib/modern_treasury/models/legal_entity.rb +26 -1
  30. data/lib/modern_treasury/models/legal_entity_association.rb +1 -0
  31. data/lib/modern_treasury/models/legal_entity_association_create_params.rb +66 -0
  32. data/lib/modern_treasury/models/legal_entity_association_delete_params.rb +20 -0
  33. data/lib/modern_treasury/models/legal_entity_create_params.rb +22 -1
  34. data/lib/modern_treasury/models/legal_entity_update_params.rb +22 -1
  35. data/lib/modern_treasury/models/legal_entity_update_status_params.rb +46 -0
  36. data/lib/modern_treasury/models/payment_order.rb +90 -2
  37. data/lib/modern_treasury/models/payment_order_create_async_params.rb +70 -1
  38. data/lib/modern_treasury/models/payment_order_create_params.rb +71 -1
  39. data/lib/modern_treasury/models/payment_order_update_params.rb +70 -1
  40. data/lib/modern_treasury/models/payment_reference.rb +3 -1
  41. data/lib/modern_treasury/models/payment_reference_list_params.rb +2 -0
  42. data/lib/modern_treasury/models/return_object.rb +1 -1
  43. data/lib/modern_treasury/models/transaction.rb +6 -7
  44. data/lib/modern_treasury/models/transaction_create_params.rb +3 -3
  45. data/lib/modern_treasury/models/virtual_account_create_params.rb +9 -1
  46. data/lib/modern_treasury/models/virtual_account_setting.rb +57 -0
  47. data/lib/modern_treasury/models/virtual_account_setting_create_params.rb +81 -0
  48. data/lib/modern_treasury/models/virtual_account_setting_list_params.rb +36 -0
  49. data/lib/modern_treasury/models.rb +22 -0
  50. data/lib/modern_treasury/resources/cases.rb +66 -0
  51. data/lib/modern_treasury/resources/internal_accounts.rb +3 -1
  52. data/lib/modern_treasury/resources/journal_sources.rb +67 -0
  53. data/lib/modern_treasury/resources/legal_entities.rb +33 -2
  54. data/lib/modern_treasury/resources/legal_entity_associations.rb +50 -0
  55. data/lib/modern_treasury/resources/payment_orders.rb +9 -3
  56. data/lib/modern_treasury/resources/virtual_account_settings.rb +81 -0
  57. data/lib/modern_treasury/resources/virtual_accounts.rb +3 -1
  58. data/lib/modern_treasury/version.rb +1 -1
  59. data/lib/modern_treasury.rb +14 -0
  60. data/rbi/modern_treasury/client.rbi +9 -0
  61. data/rbi/modern_treasury/models/bulk_request.rbi +0 -5
  62. data/rbi/modern_treasury/models/bulk_request_create_params.rbi +224 -11
  63. data/rbi/modern_treasury/models/bulk_request_list_params.rbi +0 -5
  64. data/rbi/modern_treasury/models/bulk_result.rbi +0 -5
  65. data/rbi/modern_treasury/models/bulk_result_list_params.rbi +0 -5
  66. data/rbi/modern_treasury/models/case_.rbi +521 -0
  67. data/rbi/modern_treasury/models/case_list_params.rbi +145 -0
  68. data/rbi/modern_treasury/models/case_retrieve_params.rbi +38 -0
  69. data/rbi/modern_treasury/models/child_legal_entity.rbi +52 -0
  70. data/rbi/modern_treasury/models/child_legal_entity_create.rbi +55 -0
  71. data/rbi/modern_treasury/models/connection_legal_entity_create_params.rbi +55 -0
  72. data/rbi/modern_treasury/models/counterparty.rbi +6 -0
  73. data/rbi/modern_treasury/models/counterparty_create_params.rbi +55 -0
  74. data/rbi/modern_treasury/models/document.rbi +11 -6
  75. data/rbi/modern_treasury/models/document_create_params.rbi +5 -0
  76. data/rbi/modern_treasury/models/document_list_params.rbi +11 -6
  77. data/rbi/modern_treasury/models/external_account.rbi +6 -0
  78. data/rbi/modern_treasury/models/internal_account_create_params.rbi +6 -6
  79. data/rbi/modern_treasury/models/internal_account_update_params.rbi +52 -0
  80. data/rbi/modern_treasury/models/internal_accounts/balance_report.rbi +4 -6
  81. data/rbi/modern_treasury/models/internal_accounts/balance_report_create_params.rbi +4 -6
  82. data/rbi/modern_treasury/models/invoice_update_params.rbi +2 -2
  83. data/rbi/modern_treasury/models/journal_source_list_params.rbi +104 -0
  84. data/rbi/modern_treasury/models/journal_source_retrieve_params.rbi +38 -0
  85. data/rbi/modern_treasury/models/legal_entity.rbi +52 -0
  86. data/rbi/modern_treasury/models/legal_entity_association_create_params.rbi +128 -0
  87. data/rbi/modern_treasury/models/legal_entity_association_delete_params.rbi +38 -0
  88. data/rbi/modern_treasury/models/legal_entity_create_params.rbi +55 -0
  89. data/rbi/modern_treasury/models/legal_entity_update_params.rbi +55 -0
  90. data/rbi/modern_treasury/models/legal_entity_update_status_params.rbi +96 -0
  91. data/rbi/modern_treasury/models/payment_order.rbi +153 -5
  92. data/rbi/modern_treasury/models/payment_order_create_async_params.rbi +109 -0
  93. data/rbi/modern_treasury/models/payment_order_create_params.rbi +114 -0
  94. data/rbi/modern_treasury/models/payment_order_update_params.rbi +109 -0
  95. data/rbi/modern_treasury/models/payment_reference.rbi +15 -5
  96. data/rbi/modern_treasury/models/payment_reference_list_params.rbi +10 -0
  97. data/rbi/modern_treasury/models/return_object.rbi +5 -5
  98. data/rbi/modern_treasury/models/transaction.rbi +9 -14
  99. data/rbi/modern_treasury/models/transaction_create_params.rbi +6 -6
  100. data/rbi/modern_treasury/models/virtual_account_create_params.rbi +11 -0
  101. data/rbi/modern_treasury/models/virtual_account_setting.rbi +74 -0
  102. data/rbi/modern_treasury/models/virtual_account_setting_create_params.rbi +102 -0
  103. data/rbi/modern_treasury/models/virtual_account_setting_list_params.rbi +64 -0
  104. data/rbi/modern_treasury/models.rbi +28 -0
  105. data/rbi/modern_treasury/resources/cases.rbi +50 -0
  106. data/rbi/modern_treasury/resources/documents.rbi +2 -2
  107. data/rbi/modern_treasury/resources/internal_accounts.rbi +4 -0
  108. data/rbi/modern_treasury/resources/invoices.rbi +1 -1
  109. data/rbi/modern_treasury/resources/journal_sources.rbi +55 -0
  110. data/rbi/modern_treasury/resources/legal_entities.rbi +31 -0
  111. data/rbi/modern_treasury/resources/legal_entity_associations.rbi +42 -0
  112. data/rbi/modern_treasury/resources/payment_orders.rbi +21 -0
  113. data/rbi/modern_treasury/resources/transactions.rbi +3 -3
  114. data/rbi/modern_treasury/resources/virtual_account_settings.rbi +67 -0
  115. data/rbi/modern_treasury/resources/virtual_accounts.rbi +3 -0
  116. data/sig/modern_treasury/client.rbs +6 -0
  117. data/sig/modern_treasury/models/bulk_request.rbs +0 -2
  118. data/sig/modern_treasury/models/bulk_request_create_params.rbs +94 -2
  119. data/sig/modern_treasury/models/bulk_request_list_params.rbs +0 -2
  120. data/sig/modern_treasury/models/bulk_result.rbs +0 -2
  121. data/sig/modern_treasury/models/bulk_result_list_params.rbs +0 -2
  122. data/sig/modern_treasury/models/case_.rbs +266 -0
  123. data/sig/modern_treasury/models/case_list_params.rbs +79 -0
  124. data/sig/modern_treasury/models/case_retrieve_params.rbs +23 -0
  125. data/sig/modern_treasury/models/child_legal_entity.rbs +17 -0
  126. data/sig/modern_treasury/models/child_legal_entity_create.rbs +17 -0
  127. data/sig/modern_treasury/models/connection_legal_entity_create_params.rbs +17 -0
  128. data/sig/modern_treasury/models/counterparty.rbs +5 -0
  129. data/sig/modern_treasury/models/counterparty_create_params.rbs +17 -0
  130. data/sig/modern_treasury/models/document.rbs +2 -0
  131. data/sig/modern_treasury/models/document_create_params.rbs +2 -0
  132. data/sig/modern_treasury/models/document_list_params.rbs +2 -0
  133. data/sig/modern_treasury/models/external_account.rbs +5 -0
  134. data/sig/modern_treasury/models/internal_account_create_params.rbs +3 -3
  135. data/sig/modern_treasury/models/internal_account_update_params.rbs +20 -1
  136. data/sig/modern_treasury/models/journal_source_list_params.rbs +63 -0
  137. data/sig/modern_treasury/models/journal_source_retrieve_params.rbs +23 -0
  138. data/sig/modern_treasury/models/legal_entity.rbs +17 -0
  139. data/sig/modern_treasury/models/legal_entity_association_create_params.rbs +59 -0
  140. data/sig/modern_treasury/models/legal_entity_association_delete_params.rbs +23 -0
  141. data/sig/modern_treasury/models/legal_entity_create_params.rbs +17 -0
  142. data/sig/modern_treasury/models/legal_entity_update_params.rbs +17 -0
  143. data/sig/modern_treasury/models/legal_entity_update_status_params.rbs +43 -0
  144. data/sig/modern_treasury/models/payment_order.rbs +65 -2
  145. data/sig/modern_treasury/models/payment_order_create_async_params.rbs +47 -0
  146. data/sig/modern_treasury/models/payment_order_create_params.rbs +49 -0
  147. data/sig/modern_treasury/models/payment_order_update_params.rbs +47 -0
  148. data/sig/modern_treasury/models/payment_reference.rbs +10 -3
  149. data/sig/modern_treasury/models/payment_reference_list_params.rbs +8 -1
  150. data/sig/modern_treasury/models/return_object.rbs +2 -2
  151. data/sig/modern_treasury/models/transaction.rbs +0 -2
  152. data/sig/modern_treasury/models/virtual_account_create_params.rbs +8 -1
  153. data/sig/modern_treasury/models/virtual_account_setting.rbs +45 -0
  154. data/sig/modern_treasury/models/virtual_account_setting_create_params.rbs +61 -0
  155. data/sig/modern_treasury/models/virtual_account_setting_list_params.rbs +36 -0
  156. data/sig/modern_treasury/models.rbs +22 -0
  157. data/sig/modern_treasury/resources/cases.rbs +21 -0
  158. data/sig/modern_treasury/resources/internal_accounts.rbs +1 -0
  159. data/sig/modern_treasury/resources/journal_sources.rbs +22 -0
  160. data/sig/modern_treasury/resources/legal_entities.rbs +8 -0
  161. data/sig/modern_treasury/resources/legal_entity_associations.rbs +14 -0
  162. data/sig/modern_treasury/resources/payment_orders.rbs +3 -0
  163. data/sig/modern_treasury/resources/virtual_account_settings.rbs +26 -0
  164. data/sig/modern_treasury/resources/virtual_accounts.rbs +1 -0
  165. metadata +44 -2
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data/CHANGELOG.md CHANGED
@@ -1,5 +1,24 @@
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  # Changelog
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+ ## [0.29.2](https://github.com/Modern-Treasury/modern-treasury-ruby/compare/v0.29.1...v0.29.2) (2026-08-31)
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+
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+
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+ ### Chores
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+
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+ * regenerate SDKs from 1846300751004ea366c6b50e9cc73ef332853cc7 ([a8a5ab2](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/a8a5ab22abc5ddb7db8425a1fd868cc88d622498))
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+ * regenerate SDKs from 44366b0feb4a67c557ab18243a5a4e62fc526b46 ([1c0e7d3](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/1c0e7d3e439ca9a04f1b07ffb5a139a3c9ccbe23))
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+ * regenerate SDKs from 6311974b7bd8e5b7a6f1b521219406ed778993d3 ([0d9143e](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/0d9143e93cd1d0ae725b67c3496589f49d0c3a87))
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+ * regenerate SDKs from 648842f54e4bd55a71ffbacf5c3f8bbc47cb77df ([08eef91](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/08eef9128abad732219ba2731aa454ea19b4a8fb))
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+
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+ ## [0.29.1](https://github.com/Modern-Treasury/modern-treasury-ruby/compare/v0.29.0...v0.29.1) (2026-08-04)
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+
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+
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+ ### Chores
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+
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+ * regenerate SDKs from 0371cfa2f8d48d2b06f62453e50d5b6eb64dccf3 ([0a69ce6](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/0a69ce647a162a99a5351ac40b5beb02f6af6f3a))
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+ * regenerate SDKs from 2191f6bdc29650bb2462317646fe2689b92241e7 ([b5366bf](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/b5366bf7c8122dab024e8e74e30168d342a76bcf))
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+ * regenerate SDKs from 79394308401c2da912ede2ecfef7a23c8c407e1b ([b86edf7](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/b86edf7c862f31bfc86332da6cd107eb5f40012b))
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+
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  ## 0.29.0 (2026-07-24)
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  Full Changelog: [v0.28.0...v0.29.0](https://github.com/Modern-Treasury/modern-treasury-ruby/compare/v0.28.0...v0.29.0)
data/README.md CHANGED
@@ -24,7 +24,7 @@ To use this gem, install via Bundler by adding the following to your application
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  <!-- x-release-please-start-version -->
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  ```ruby
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- gem "modern_treasury", "~> 0.29.0"
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+ gem "modern_treasury", "~> 0.29.2"
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  ```
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  <!-- x-release-please-end -->
@@ -132,12 +132,21 @@ module ModernTreasury
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  # @return [ModernTreasury::Resources::JournalEntries]
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  attr_reader :journal_entries
134
134
 
135
+ # @return [ModernTreasury::Resources::JournalSources]
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+ attr_reader :journal_sources
137
+
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  # @return [ModernTreasury::Resources::JournalReports]
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  attr_reader :journal_reports
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138
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  # @return [ModernTreasury::Resources::Holds]
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  attr_reader :holds
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+ # @return [ModernTreasury::Resources::Cases]
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+ attr_reader :cases
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+
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+ # @return [ModernTreasury::Resources::VirtualAccountSettings]
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+ attr_reader :virtual_account_settings
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+
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  # A test endpoint often used to confirm credentials and headers are being passed
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  # in correctly.
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  #
@@ -271,8 +280,11 @@ module ModernTreasury
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  @legal_entity_associations = ModernTreasury::Resources::LegalEntityAssociations.new(client: self)
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  @payment_actions = ModernTreasury::Resources::PaymentActions.new(client: self)
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  @journal_entries = ModernTreasury::Resources::JournalEntries.new(client: self)
283
+ @journal_sources = ModernTreasury::Resources::JournalSources.new(client: self)
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  @journal_reports = ModernTreasury::Resources::JournalReports.new(client: self)
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  @holds = ModernTreasury::Resources::Holds.new(client: self)
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+ @cases = ModernTreasury::Resources::Cases.new(client: self)
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+ @virtual_account_settings = ModernTreasury::Resources::VirtualAccountSettings.new(client: self)
276
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  end
277
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  end
278
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  end
@@ -130,7 +130,6 @@ module ModernTreasury
130
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  EXPECTED_PAYMENT = :expected_payment
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  TRANSACTION = :transaction
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  TRANSACTION_LINE_ITEM = :transaction_line_item
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- ENTITY_LINK = :entity_link
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  # @!method self.values
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  # @return [Array<Symbol>]
@@ -70,7 +70,6 @@ module ModernTreasury
70
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  EXPECTED_PAYMENT = :expected_payment
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  TRANSACTION = :transaction
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  TRANSACTION_LINE_ITEM = :transaction_line_item
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- ENTITY_LINK = :entity_link
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  # @!method self.values
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  # @return [Array<Symbol>]
@@ -270,6 +269,17 @@ module ModernTreasury
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  # @return [Boolean, nil]
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  optional :nsf_protected, ModernTreasury::Internal::Type::Boolean
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+ # @!attribute originating_party_address
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+ # If present, this address will override the default originating party address
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+ # used on the payment order. This works across all payment types.
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+ #
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+ # @return [ModernTreasury::Models::BulkRequestCreateParams::Resource::PaymentOrderAsyncCreateRequest::OriginatingPartyAddress, nil]
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+ optional :originating_party_address,
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+ -> {
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+ ModernTreasury::BulkRequestCreateParams::Resource::PaymentOrderAsyncCreateRequest::OriginatingPartyAddress
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+ },
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+ nil?: true
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+
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  # @!attribute originating_party_name
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  # If present, this will replace your default company name on receiver's bank
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  # statement. This field can only be used for ACH payments currently. For ACH, only
@@ -423,7 +433,7 @@ module ModernTreasury
423
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  optional :vendor_attributes,
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  ModernTreasury::Internal::Type::HashOf[ModernTreasury::Internal::Type::Unknown]
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426
- # @!method initialize(amount:, direction:, originating_account_id:, type:, accounting: nil, accounting_category_id: nil, accounting_ledger_class_id: nil, charge_bearer: nil, currency: nil, description: nil, effective_date: nil, expires_at: nil, external_id: nil, fallback_type: nil, foreign_exchange_contract: nil, foreign_exchange_indicator: nil, ledger_transaction: nil, ledger_transaction_id: nil, line_items: nil, metadata: nil, nsf_protected: nil, originating_party_name: nil, priority: nil, process_after: nil, purpose: nil, receiving_account: nil, receiving_account_id: nil, reconciliation_status: nil, remittance_information: nil, send_remittance_advice: nil, statement_descriptor: nil, subtype: nil, transaction_monitoring_enabled: nil, ultimate_originating_account_id: nil, ultimate_originating_party_address: nil, ultimate_originating_party_identifier: nil, ultimate_originating_party_name: nil, ultimate_receiving_party_identifier: nil, ultimate_receiving_party_name: nil, vendor_attributes: nil)
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+ # @!method initialize(amount:, direction:, originating_account_id:, type:, accounting: nil, accounting_category_id: nil, accounting_ledger_class_id: nil, charge_bearer: nil, currency: nil, description: nil, effective_date: nil, expires_at: nil, external_id: nil, fallback_type: nil, foreign_exchange_contract: nil, foreign_exchange_indicator: nil, ledger_transaction: nil, ledger_transaction_id: nil, line_items: nil, metadata: nil, nsf_protected: nil, originating_party_address: nil, originating_party_name: nil, priority: nil, process_after: nil, purpose: nil, receiving_account: nil, receiving_account_id: nil, reconciliation_status: nil, remittance_information: nil, send_remittance_advice: nil, statement_descriptor: nil, subtype: nil, transaction_monitoring_enabled: nil, ultimate_originating_account_id: nil, ultimate_originating_party_address: nil, ultimate_originating_party_identifier: nil, ultimate_originating_party_name: nil, ultimate_receiving_party_identifier: nil, ultimate_receiving_party_name: nil, vendor_attributes: nil)
427
437
  # Some parameter documentations has been truncated, see
428
438
  # {ModernTreasury::Models::BulkRequestCreateParams::Resource::PaymentOrderAsyncCreateRequest}
429
439
  # for more details.
@@ -470,6 +480,8 @@ module ModernTreasury
470
480
  #
471
481
  # @param nsf_protected [Boolean] A boolean to determine if NSF Protection is enabled for this payment order. Note
472
482
  #
483
+ # @param originating_party_address [ModernTreasury::Models::BulkRequestCreateParams::Resource::PaymentOrderAsyncCreateRequest::OriginatingPartyAddress, nil] If present, this address will override the default originating party address use
484
+ #
473
485
  # @param originating_party_name [String, nil] If present, this will replace your default company name on receiver's bank state
474
486
  #
475
487
  # @param priority [Symbol, ModernTreasury::Models::BulkRequestCreateParams::Resource::PaymentOrderAsyncCreateRequest::Priority] Either `normal` or `high`. For ACH and EFT payments, `high` represents a same-da
@@ -644,6 +656,65 @@ module ModernTreasury
644
656
  # @param metadata [Hash{Symbol=>String}] Additional data represented as key-value pairs. Both the key and value must be s
645
657
  end
646
658
 
659
+ # @see ModernTreasury::Models::BulkRequestCreateParams::Resource::PaymentOrderAsyncCreateRequest#originating_party_address
660
+ class OriginatingPartyAddress < ModernTreasury::Internal::Type::BaseModel
661
+ # @!attribute country
662
+ # Country code conforms to [ISO 3166-1 alpha-2]
663
+ #
664
+ # @return [String, nil]
665
+ optional :country, String, nil?: true
666
+
667
+ # @!attribute line1
668
+ #
669
+ # @return [String, nil]
670
+ optional :line1, String, nil?: true
671
+
672
+ # @!attribute line2
673
+ #
674
+ # @return [String, nil]
675
+ optional :line2, String, nil?: true
676
+
677
+ # @!attribute locality
678
+ # Locality or City. Use the full city name rather than an abbreviation (e.g. San
679
+ # Francisco).
680
+ #
681
+ # @return [String, nil]
682
+ optional :locality, String, nil?: true
683
+
684
+ # @!attribute postal_code
685
+ # The postal code of the address.
686
+ #
687
+ # @return [String, nil]
688
+ optional :postal_code, String, nil?: true
689
+
690
+ # @!attribute region
691
+ # Region or State. This field is free-form; for US states, we recommend a
692
+ # two-letter code (e.g. CA). Full state names are also accepted.
693
+ #
694
+ # @return [String, nil]
695
+ optional :region, String, nil?: true
696
+
697
+ # @!method initialize(country: nil, line1: nil, line2: nil, locality: nil, postal_code: nil, region: nil)
698
+ # Some parameter documentations has been truncated, see
699
+ # {ModernTreasury::Models::BulkRequestCreateParams::Resource::PaymentOrderAsyncCreateRequest::OriginatingPartyAddress}
700
+ # for more details.
701
+ #
702
+ # If present, this address will override the default originating party address
703
+ # used on the payment order. This works across all payment types.
704
+ #
705
+ # @param country [String, nil] Country code conforms to [ISO 3166-1 alpha-2]
706
+ #
707
+ # @param line1 [String, nil]
708
+ #
709
+ # @param line2 [String, nil]
710
+ #
711
+ # @param locality [String, nil] Locality or City. Use the full city name rather than an abbreviation (e.g. San F
712
+ #
713
+ # @param postal_code [String, nil] The postal code of the address.
714
+ #
715
+ # @param region [String, nil] Region or State. This field is free-form; for US states, we recommend a two-lett
716
+ end
717
+
647
718
  # Either `normal` or `high`. For ACH and EFT payments, `high` represents a
648
719
  # same-day ACH or EFT transfer, respectively. For check payments, `high` can mean
649
720
  # an overnight check rather than standard mail.
@@ -1351,9 +1422,9 @@ module ModernTreasury
1351
1422
 
1352
1423
  # @!attribute vendor_code_type
1353
1424
  # The type of `vendor_code` being reported. Can be one of `bai2`, `bankprov`,
1354
- # `bnk_dev`, `cleartouch`, `currencycloud`, `cross_river`, `dc_bank`, `dwolla`,
1355
- # `evolve`, `goldman_sachs`, `iso20022`, `jpmc`, `mx`, `silvergate`, `swift`,
1356
- # `us_bank`, or others.
1425
+ # `bnk_dev`, `cleartouch`, `currencycloud`, `cross_river`, `dwolla`, `evolve`,
1426
+ # `goldman_sachs`, `iso20022`, `jpmc`, `mx`, `silvergate`, `swift`, `us_bank`, or
1427
+ # others.
1357
1428
  #
1358
1429
  # @return [String, nil]
1359
1430
  required :vendor_code_type, String, nil?: true
@@ -1642,6 +1713,17 @@ module ModernTreasury
1642
1713
  # @return [String, nil]
1643
1714
  optional :originating_account_id, String
1644
1715
 
1716
+ # @!attribute originating_party_address
1717
+ # If present, this address will override the default originating party address
1718
+ # used on the payment order. This works across all payment types.
1719
+ #
1720
+ # @return [ModernTreasury::Models::BulkRequestCreateParams::Resource::PaymentOrderUpdateRequestWithID::OriginatingPartyAddress, nil]
1721
+ optional :originating_party_address,
1722
+ -> {
1723
+ ModernTreasury::BulkRequestCreateParams::Resource::PaymentOrderUpdateRequestWithID::OriginatingPartyAddress
1724
+ },
1725
+ nil?: true
1726
+
1645
1727
  # @!attribute originating_party_name
1646
1728
  # If present, this will replace your default company name on receiver's bank
1647
1729
  # statement. This field can only be used for ACH payments currently. For ACH, only
@@ -1785,7 +1867,7 @@ module ModernTreasury
1785
1867
  # @return [String, nil]
1786
1868
  optional :ultimate_receiving_party_name, String, nil?: true
1787
1869
 
1788
- # @!method initialize(id: nil, accounting: nil, accounting_category_id: nil, accounting_ledger_class_id: nil, amount: nil, charge_bearer: nil, counterparty_id: nil, currency: nil, description: nil, direction: nil, effective_date: nil, expires_at: nil, external_id: nil, fallback_type: nil, foreign_exchange_contract: nil, foreign_exchange_indicator: nil, line_items: nil, metadata: nil, nsf_protected: nil, originating_account_id: nil, originating_party_name: nil, priority: nil, process_after: nil, purpose: nil, receiving_account: nil, receiving_account_id: nil, reconciliation_status: nil, remittance_information: nil, send_remittance_advice: nil, statement_descriptor: nil, status: nil, subtype: nil, type: nil, ultimate_originating_party_identifier: nil, ultimate_originating_party_name: nil, ultimate_receiving_party_identifier: nil, ultimate_receiving_party_name: nil)
1870
+ # @!method initialize(id: nil, accounting: nil, accounting_category_id: nil, accounting_ledger_class_id: nil, amount: nil, charge_bearer: nil, counterparty_id: nil, currency: nil, description: nil, direction: nil, effective_date: nil, expires_at: nil, external_id: nil, fallback_type: nil, foreign_exchange_contract: nil, foreign_exchange_indicator: nil, line_items: nil, metadata: nil, nsf_protected: nil, originating_account_id: nil, originating_party_address: nil, originating_party_name: nil, priority: nil, process_after: nil, purpose: nil, receiving_account: nil, receiving_account_id: nil, reconciliation_status: nil, remittance_information: nil, send_remittance_advice: nil, statement_descriptor: nil, status: nil, subtype: nil, type: nil, ultimate_originating_party_identifier: nil, ultimate_originating_party_name: nil, ultimate_receiving_party_identifier: nil, ultimate_receiving_party_name: nil)
1789
1871
  # Some parameter documentations has been truncated, see
1790
1872
  # {ModernTreasury::Models::BulkRequestCreateParams::Resource::PaymentOrderUpdateRequestWithID}
1791
1873
  # for more details.
@@ -1830,6 +1912,8 @@ module ModernTreasury
1830
1912
  #
1831
1913
  # @param originating_account_id [String] The ID of one of your organization's internal accounts.
1832
1914
  #
1915
+ # @param originating_party_address [ModernTreasury::Models::BulkRequestCreateParams::Resource::PaymentOrderUpdateRequestWithID::OriginatingPartyAddress, nil] If present, this address will override the default originating party address use
1916
+ #
1833
1917
  # @param originating_party_name [String, nil] If present, this will replace your default company name on receiver's bank state
1834
1918
  #
1835
1919
  # @param priority [Symbol, ModernTreasury::Models::BulkRequestCreateParams::Resource::PaymentOrderUpdateRequestWithID::Priority] Either `normal` or `high`. For ACH and EFT payments, `high` represents a same-da
@@ -2000,6 +2084,65 @@ module ModernTreasury
2000
2084
  # @param metadata [Hash{Symbol=>String}] Additional data represented as key-value pairs. Both the key and value must be s
2001
2085
  end
2002
2086
 
2087
+ # @see ModernTreasury::Models::BulkRequestCreateParams::Resource::PaymentOrderUpdateRequestWithID#originating_party_address
2088
+ class OriginatingPartyAddress < ModernTreasury::Internal::Type::BaseModel
2089
+ # @!attribute country
2090
+ # Country code conforms to [ISO 3166-1 alpha-2]
2091
+ #
2092
+ # @return [String, nil]
2093
+ optional :country, String, nil?: true
2094
+
2095
+ # @!attribute line1
2096
+ #
2097
+ # @return [String, nil]
2098
+ optional :line1, String, nil?: true
2099
+
2100
+ # @!attribute line2
2101
+ #
2102
+ # @return [String, nil]
2103
+ optional :line2, String, nil?: true
2104
+
2105
+ # @!attribute locality
2106
+ # Locality or City. Use the full city name rather than an abbreviation (e.g. San
2107
+ # Francisco).
2108
+ #
2109
+ # @return [String, nil]
2110
+ optional :locality, String, nil?: true
2111
+
2112
+ # @!attribute postal_code
2113
+ # The postal code of the address.
2114
+ #
2115
+ # @return [String, nil]
2116
+ optional :postal_code, String, nil?: true
2117
+
2118
+ # @!attribute region
2119
+ # Region or State. This field is free-form; for US states, we recommend a
2120
+ # two-letter code (e.g. CA). Full state names are also accepted.
2121
+ #
2122
+ # @return [String, nil]
2123
+ optional :region, String, nil?: true
2124
+
2125
+ # @!method initialize(country: nil, line1: nil, line2: nil, locality: nil, postal_code: nil, region: nil)
2126
+ # Some parameter documentations has been truncated, see
2127
+ # {ModernTreasury::Models::BulkRequestCreateParams::Resource::PaymentOrderUpdateRequestWithID::OriginatingPartyAddress}
2128
+ # for more details.
2129
+ #
2130
+ # If present, this address will override the default originating party address
2131
+ # used on the payment order. This works across all payment types.
2132
+ #
2133
+ # @param country [String, nil] Country code conforms to [ISO 3166-1 alpha-2]
2134
+ #
2135
+ # @param line1 [String, nil]
2136
+ #
2137
+ # @param line2 [String, nil]
2138
+ #
2139
+ # @param locality [String, nil] Locality or City. Use the full city name rather than an abbreviation (e.g. San F
2140
+ #
2141
+ # @param postal_code [String, nil] The postal code of the address.
2142
+ #
2143
+ # @param region [String, nil] Region or State. This field is free-form; for US states, we recommend a two-lett
2144
+ end
2145
+
2003
2146
  # Either `normal` or `high`. For ACH and EFT payments, `high` represents a
2004
2147
  # same-day ACH or EFT transfer, respectively. For check payments, `high` can mean
2005
2148
  # an overnight check rather than standard mail.
@@ -83,7 +83,6 @@ module ModernTreasury
83
83
  EXPECTED_PAYMENT = :expected_payment
84
84
  TRANSACTION = :transaction
85
85
  TRANSACTION_LINE_ITEM = :transaction_line_item
86
- ENTITY_LINK = :entity_link
87
86
 
88
87
  # @!method self.values
89
88
  # @return [Array<Symbol>]
@@ -219,7 +219,6 @@ module ModernTreasury
219
219
  LEDGER_TRANSACTION = :ledger_transaction
220
220
  EXPECTED_PAYMENT = :expected_payment
221
221
  TRANSACTION = :transaction
222
- ENTITY_LINK = :entity_link
223
222
  TRANSACTION_LINE_ITEM = :transaction_line_item
224
223
  BULK_ERROR = :bulk_error
225
224
 
@@ -80,7 +80,6 @@ module ModernTreasury
80
80
  LEDGER_TRANSACTION = :ledger_transaction
81
81
  EXPECTED_PAYMENT = :expected_payment
82
82
  TRANSACTION = :transaction
83
- ENTITY_LINK = :entity_link
84
83
  TRANSACTION_LINE_ITEM = :transaction_line_item
85
84
  BULK_ERROR = :bulk_error
86
85
 
@@ -0,0 +1,318 @@
1
+ # frozen_string_literal: true
2
+
3
+ module ModernTreasury
4
+ module Models
5
+ # @see ModernTreasury::Resources::Cases#retrieve
6
+ class Case < ModernTreasury::Internal::Type::BaseModel
7
+ # @!attribute id
8
+ #
9
+ # @return [String]
10
+ required :id, String
11
+
12
+ # @!attribute created_at
13
+ #
14
+ # @return [Time]
15
+ required :created_at, Time
16
+
17
+ # @!attribute live_mode
18
+ # This field will be true if this object exists in the live environment or false
19
+ # if it exists in the test environment.
20
+ #
21
+ # @return [Boolean]
22
+ required :live_mode, ModernTreasury::Internal::Type::Boolean
23
+
24
+ # @!attribute object
25
+ #
26
+ # @return [String]
27
+ required :object, String
28
+
29
+ # @!attribute requested_actions
30
+ # The pending actions requested to resolve the case.
31
+ #
32
+ # @return [Array<ModernTreasury::Models::Case::RequestedAction>]
33
+ required :requested_actions,
34
+ -> { ModernTreasury::Internal::Type::ArrayOf[ModernTreasury::Case::RequestedAction] }
35
+
36
+ # @!attribute resolved_actions
37
+ # The requested actions that have been resolved.
38
+ #
39
+ # @return [Array<ModernTreasury::Models::Case::ResolvedAction>]
40
+ required :resolved_actions,
41
+ -> { ModernTreasury::Internal::Type::ArrayOf[ModernTreasury::Case::ResolvedAction] }
42
+
43
+ # @!attribute status
44
+ # The status of the case.
45
+ #
46
+ # @return [Symbol, ModernTreasury::Models::Case::Status]
47
+ required :status, enum: -> { ModernTreasury::Case::Status }
48
+
49
+ # @!attribute subject_id
50
+ # The ID of the object the case is about.
51
+ #
52
+ # @return [String]
53
+ required :subject_id, String
54
+
55
+ # @!attribute subject_type
56
+ # The type of the object the case is about.
57
+ #
58
+ # @return [String]
59
+ required :subject_type, String
60
+
61
+ # @!attribute updated_at
62
+ #
63
+ # @return [Time]
64
+ required :updated_at, Time
65
+
66
+ # @!method initialize(id:, created_at:, live_mode:, object:, requested_actions:, resolved_actions:, status:, subject_id:, subject_type:, updated_at:)
67
+ # Some parameter documentations has been truncated, see
68
+ # {ModernTreasury::Models::Case} for more details.
69
+ #
70
+ # @param id [String]
71
+ #
72
+ # @param created_at [Time]
73
+ #
74
+ # @param live_mode [Boolean] This field will be true if this object exists in the live environment or false i
75
+ #
76
+ # @param object [String]
77
+ #
78
+ # @param requested_actions [Array<ModernTreasury::Models::Case::RequestedAction>] The pending actions requested to resolve the case.
79
+ #
80
+ # @param resolved_actions [Array<ModernTreasury::Models::Case::ResolvedAction>] The requested actions that have been resolved.
81
+ #
82
+ # @param status [Symbol, ModernTreasury::Models::Case::Status] The status of the case.
83
+ #
84
+ # @param subject_id [String] The ID of the object the case is about.
85
+ #
86
+ # @param subject_type [String] The type of the object the case is about.
87
+ #
88
+ # @param updated_at [Time]
89
+
90
+ class RequestedAction < ModernTreasury::Internal::Type::BaseModel
91
+ # @!attribute id
92
+ #
93
+ # @return [String]
94
+ required :id, String
95
+
96
+ # @!attribute category
97
+ # The category of the requested action.
98
+ #
99
+ # @return [Symbol, ModernTreasury::Models::Case::RequestedAction::Category]
100
+ required :category, enum: -> { ModernTreasury::Case::RequestedAction::Category }
101
+
102
+ # @!attribute created_at
103
+ #
104
+ # @return [Time]
105
+ required :created_at, Time
106
+
107
+ # @!attribute field
108
+ # The field that needs to be corrected or provided, if any.
109
+ #
110
+ # @return [Symbol, ModernTreasury::Models::Case::RequestedAction::Field, nil]
111
+ required :field, enum: -> { ModernTreasury::Case::RequestedAction::Field }, nil?: true
112
+
113
+ # @!attribute instructions
114
+ # Instructions on how to resolve the requested action.
115
+ #
116
+ # @return [String, nil]
117
+ required :instructions, String, nil?: true
118
+
119
+ # @!attribute live_mode
120
+ # This field will be true if this object exists in the live environment or false
121
+ # if it exists in the test environment.
122
+ #
123
+ # @return [Boolean]
124
+ required :live_mode, ModernTreasury::Internal::Type::Boolean
125
+
126
+ # @!attribute object
127
+ #
128
+ # @return [String]
129
+ required :object, String
130
+
131
+ # @!attribute reasons
132
+ # The reasons the action was requested.
133
+ #
134
+ # @return [Array<String>]
135
+ required :reasons, ModernTreasury::Internal::Type::ArrayOf[String]
136
+
137
+ # @!attribute updated_at
138
+ #
139
+ # @return [Time]
140
+ required :updated_at, Time
141
+
142
+ # @!method initialize(id:, category:, created_at:, field:, instructions:, live_mode:, object:, reasons:, updated_at:)
143
+ # Some parameter documentations has been truncated, see
144
+ # {ModernTreasury::Models::Case::RequestedAction} for more details.
145
+ #
146
+ # @param id [String]
147
+ #
148
+ # @param category [Symbol, ModernTreasury::Models::Case::RequestedAction::Category] The category of the requested action.
149
+ #
150
+ # @param created_at [Time]
151
+ #
152
+ # @param field [Symbol, ModernTreasury::Models::Case::RequestedAction::Field, nil] The field that needs to be corrected or provided, if any.
153
+ #
154
+ # @param instructions [String, nil] Instructions on how to resolve the requested action.
155
+ #
156
+ # @param live_mode [Boolean] This field will be true if this object exists in the live environment or false i
157
+ #
158
+ # @param object [String]
159
+ #
160
+ # @param reasons [Array<String>] The reasons the action was requested.
161
+ #
162
+ # @param updated_at [Time]
163
+
164
+ # The category of the requested action.
165
+ #
166
+ # @see ModernTreasury::Models::Case::RequestedAction#category
167
+ module Category
168
+ extend ModernTreasury::Internal::Type::Enum
169
+
170
+ ONBOARDING_ARTICLES_OF_INCORPORATION_FAILURE = :onboarding_articles_of_incorporation_failure
171
+ ONBOARDING_BUSINESS_REGISTRY_VERIFICATION_FAILURE = :onboarding_business_registry_verification_failure
172
+ ONBOARDING_DATABASE_FAILURE = :onboarding_database_failure
173
+ ONBOARDING_PROOF_OF_ADDRESS_FAILURE = :onboarding_proof_of_address_failure
174
+ ONBOARDING_SSN_CHECK_FAILURE = :onboarding_ssn_check_failure
175
+ ONBOARDING_TIN_CHECK_FAILURE = :onboarding_tin_check_failure
176
+
177
+ # @!method self.values
178
+ # @return [Array<Symbol>]
179
+ end
180
+
181
+ # The field that needs to be corrected or provided, if any.
182
+ #
183
+ # @see ModernTreasury::Models::Case::RequestedAction#field
184
+ module Field
185
+ extend ModernTreasury::Internal::Type::Enum
186
+
187
+ ARTICLES_OF_INCORPORATION = :articles_of_incorporation
188
+ EIN_LETTER = :ein_letter
189
+ LEGAL_ENTITY_DETAILS = :legal_entity_details
190
+ PROOF_OF_ADDRESS = :proof_of_address
191
+
192
+ # @!method self.values
193
+ # @return [Array<Symbol>]
194
+ end
195
+ end
196
+
197
+ class ResolvedAction < ModernTreasury::Internal::Type::BaseModel
198
+ # @!attribute id
199
+ #
200
+ # @return [String]
201
+ required :id, String
202
+
203
+ # @!attribute category
204
+ # The category of the requested action.
205
+ #
206
+ # @return [Symbol, ModernTreasury::Models::Case::ResolvedAction::Category]
207
+ required :category, enum: -> { ModernTreasury::Case::ResolvedAction::Category }
208
+
209
+ # @!attribute created_at
210
+ #
211
+ # @return [Time]
212
+ required :created_at, Time
213
+
214
+ # @!attribute field
215
+ # The field that needs to be corrected or provided, if any.
216
+ #
217
+ # @return [Symbol, ModernTreasury::Models::Case::ResolvedAction::Field, nil]
218
+ required :field, enum: -> { ModernTreasury::Case::ResolvedAction::Field }, nil?: true
219
+
220
+ # @!attribute instructions
221
+ # Instructions on how to resolve the requested action.
222
+ #
223
+ # @return [String, nil]
224
+ required :instructions, String, nil?: true
225
+
226
+ # @!attribute live_mode
227
+ # This field will be true if this object exists in the live environment or false
228
+ # if it exists in the test environment.
229
+ #
230
+ # @return [Boolean]
231
+ required :live_mode, ModernTreasury::Internal::Type::Boolean
232
+
233
+ # @!attribute object
234
+ #
235
+ # @return [String]
236
+ required :object, String
237
+
238
+ # @!attribute reasons
239
+ # The reasons the action was requested.
240
+ #
241
+ # @return [Array<String>]
242
+ required :reasons, ModernTreasury::Internal::Type::ArrayOf[String]
243
+
244
+ # @!attribute updated_at
245
+ #
246
+ # @return [Time]
247
+ required :updated_at, Time
248
+
249
+ # @!method initialize(id:, category:, created_at:, field:, instructions:, live_mode:, object:, reasons:, updated_at:)
250
+ # Some parameter documentations has been truncated, see
251
+ # {ModernTreasury::Models::Case::ResolvedAction} for more details.
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+ #
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+ # @param id [String]
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+ #
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+ # @param category [Symbol, ModernTreasury::Models::Case::ResolvedAction::Category] The category of the requested action.
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+ #
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+ # @param created_at [Time]
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+ #
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+ # @param field [Symbol, ModernTreasury::Models::Case::ResolvedAction::Field, nil] The field that needs to be corrected or provided, if any.
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+ #
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+ # @param instructions [String, nil] Instructions on how to resolve the requested action.
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+ #
263
+ # @param live_mode [Boolean] This field will be true if this object exists in the live environment or false i
264
+ #
265
+ # @param object [String]
266
+ #
267
+ # @param reasons [Array<String>] The reasons the action was requested.
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+ #
269
+ # @param updated_at [Time]
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+
271
+ # The category of the requested action.
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+ #
273
+ # @see ModernTreasury::Models::Case::ResolvedAction#category
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+ module Category
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+ extend ModernTreasury::Internal::Type::Enum
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+
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+ ONBOARDING_ARTICLES_OF_INCORPORATION_FAILURE = :onboarding_articles_of_incorporation_failure
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+ ONBOARDING_BUSINESS_REGISTRY_VERIFICATION_FAILURE = :onboarding_business_registry_verification_failure
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+ ONBOARDING_DATABASE_FAILURE = :onboarding_database_failure
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+ ONBOARDING_PROOF_OF_ADDRESS_FAILURE = :onboarding_proof_of_address_failure
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+ ONBOARDING_SSN_CHECK_FAILURE = :onboarding_ssn_check_failure
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+ ONBOARDING_TIN_CHECK_FAILURE = :onboarding_tin_check_failure
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+
284
+ # @!method self.values
285
+ # @return [Array<Symbol>]
286
+ end
287
+
288
+ # The field that needs to be corrected or provided, if any.
289
+ #
290
+ # @see ModernTreasury::Models::Case::ResolvedAction#field
291
+ module Field
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+ extend ModernTreasury::Internal::Type::Enum
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+
294
+ ARTICLES_OF_INCORPORATION = :articles_of_incorporation
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+ EIN_LETTER = :ein_letter
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+ LEGAL_ENTITY_DETAILS = :legal_entity_details
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+ PROOF_OF_ADDRESS = :proof_of_address
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+
299
+ # @!method self.values
300
+ # @return [Array<Symbol>]
301
+ end
302
+ end
303
+
304
+ # The status of the case.
305
+ #
306
+ # @see ModernTreasury::Models::Case#status
307
+ module Status
308
+ extend ModernTreasury::Internal::Type::Enum
309
+
310
+ OPEN = :open
311
+ RESOLVED = :resolved
312
+
313
+ # @!method self.values
314
+ # @return [Array<Symbol>]
315
+ end
316
+ end
317
+ end
318
+ end