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.
- checksums.yaml +4 -4
- data/CHANGELOG.md +19 -0
- data/README.md +1 -1
- data/lib/modern_treasury/client.rb +12 -0
- data/lib/modern_treasury/models/bulk_request.rb +0 -1
- data/lib/modern_treasury/models/bulk_request_create_params.rb +149 -6
- data/lib/modern_treasury/models/bulk_request_list_params.rb +0 -1
- data/lib/modern_treasury/models/bulk_result.rb +0 -1
- data/lib/modern_treasury/models/bulk_result_list_params.rb +0 -1
- data/lib/modern_treasury/models/case_.rb +318 -0
- data/lib/modern_treasury/models/case_list_params.rb +73 -0
- data/lib/modern_treasury/models/case_retrieve_params.rb +20 -0
- data/lib/modern_treasury/models/child_legal_entity.rb +24 -1
- data/lib/modern_treasury/models/child_legal_entity_create.rb +24 -1
- data/lib/modern_treasury/models/connection_legal_entity_create_params.rb +26 -1
- data/lib/modern_treasury/models/counterparty.rb +8 -1
- data/lib/modern_treasury/models/counterparty_create_params.rb +24 -1
- data/lib/modern_treasury/models/document.rb +5 -4
- data/lib/modern_treasury/models/document_create_params.rb +1 -0
- data/lib/modern_treasury/models/document_list_params.rb +5 -4
- data/lib/modern_treasury/models/external_account.rb +8 -1
- data/lib/modern_treasury/models/internal_account_create_params.rb +2 -2
- data/lib/modern_treasury/models/internal_account_update_params.rb +21 -1
- data/lib/modern_treasury/models/internal_accounts/balance_report.rb +2 -3
- data/lib/modern_treasury/models/internal_accounts/balance_report_create_params.rb +2 -3
- data/lib/modern_treasury/models/invoice_update_params.rb +1 -1
- data/lib/modern_treasury/models/journal_source_list_params.rb +62 -0
- data/lib/modern_treasury/models/journal_source_retrieve_params.rb +20 -0
- data/lib/modern_treasury/models/legal_entity.rb +26 -1
- data/lib/modern_treasury/models/legal_entity_association.rb +1 -0
- data/lib/modern_treasury/models/legal_entity_association_create_params.rb +66 -0
- data/lib/modern_treasury/models/legal_entity_association_delete_params.rb +20 -0
- data/lib/modern_treasury/models/legal_entity_create_params.rb +22 -1
- data/lib/modern_treasury/models/legal_entity_update_params.rb +22 -1
- data/lib/modern_treasury/models/legal_entity_update_status_params.rb +46 -0
- data/lib/modern_treasury/models/payment_order.rb +90 -2
- data/lib/modern_treasury/models/payment_order_create_async_params.rb +70 -1
- data/lib/modern_treasury/models/payment_order_create_params.rb +71 -1
- data/lib/modern_treasury/models/payment_order_update_params.rb +70 -1
- data/lib/modern_treasury/models/payment_reference.rb +3 -1
- data/lib/modern_treasury/models/payment_reference_list_params.rb +2 -0
- data/lib/modern_treasury/models/return_object.rb +1 -1
- data/lib/modern_treasury/models/transaction.rb +6 -7
- data/lib/modern_treasury/models/transaction_create_params.rb +3 -3
- data/lib/modern_treasury/models/virtual_account_create_params.rb +9 -1
- data/lib/modern_treasury/models/virtual_account_setting.rb +57 -0
- data/lib/modern_treasury/models/virtual_account_setting_create_params.rb +81 -0
- data/lib/modern_treasury/models/virtual_account_setting_list_params.rb +36 -0
- data/lib/modern_treasury/models.rb +22 -0
- data/lib/modern_treasury/resources/cases.rb +66 -0
- data/lib/modern_treasury/resources/internal_accounts.rb +3 -1
- data/lib/modern_treasury/resources/journal_sources.rb +67 -0
- data/lib/modern_treasury/resources/legal_entities.rb +33 -2
- data/lib/modern_treasury/resources/legal_entity_associations.rb +50 -0
- data/lib/modern_treasury/resources/payment_orders.rb +9 -3
- data/lib/modern_treasury/resources/virtual_account_settings.rb +81 -0
- data/lib/modern_treasury/resources/virtual_accounts.rb +3 -1
- data/lib/modern_treasury/version.rb +1 -1
- data/lib/modern_treasury.rb +14 -0
- data/rbi/modern_treasury/client.rbi +9 -0
- data/rbi/modern_treasury/models/bulk_request.rbi +0 -5
- data/rbi/modern_treasury/models/bulk_request_create_params.rbi +224 -11
- data/rbi/modern_treasury/models/bulk_request_list_params.rbi +0 -5
- data/rbi/modern_treasury/models/bulk_result.rbi +0 -5
- data/rbi/modern_treasury/models/bulk_result_list_params.rbi +0 -5
- data/rbi/modern_treasury/models/case_.rbi +521 -0
- data/rbi/modern_treasury/models/case_list_params.rbi +145 -0
- data/rbi/modern_treasury/models/case_retrieve_params.rbi +38 -0
- data/rbi/modern_treasury/models/child_legal_entity.rbi +52 -0
- data/rbi/modern_treasury/models/child_legal_entity_create.rbi +55 -0
- data/rbi/modern_treasury/models/connection_legal_entity_create_params.rbi +55 -0
- data/rbi/modern_treasury/models/counterparty.rbi +6 -0
- data/rbi/modern_treasury/models/counterparty_create_params.rbi +55 -0
- data/rbi/modern_treasury/models/document.rbi +11 -6
- data/rbi/modern_treasury/models/document_create_params.rbi +5 -0
- data/rbi/modern_treasury/models/document_list_params.rbi +11 -6
- data/rbi/modern_treasury/models/external_account.rbi +6 -0
- data/rbi/modern_treasury/models/internal_account_create_params.rbi +6 -6
- data/rbi/modern_treasury/models/internal_account_update_params.rbi +52 -0
- data/rbi/modern_treasury/models/internal_accounts/balance_report.rbi +4 -6
- data/rbi/modern_treasury/models/internal_accounts/balance_report_create_params.rbi +4 -6
- data/rbi/modern_treasury/models/invoice_update_params.rbi +2 -2
- data/rbi/modern_treasury/models/journal_source_list_params.rbi +104 -0
- data/rbi/modern_treasury/models/journal_source_retrieve_params.rbi +38 -0
- data/rbi/modern_treasury/models/legal_entity.rbi +52 -0
- data/rbi/modern_treasury/models/legal_entity_association_create_params.rbi +128 -0
- data/rbi/modern_treasury/models/legal_entity_association_delete_params.rbi +38 -0
- data/rbi/modern_treasury/models/legal_entity_create_params.rbi +55 -0
- data/rbi/modern_treasury/models/legal_entity_update_params.rbi +55 -0
- data/rbi/modern_treasury/models/legal_entity_update_status_params.rbi +96 -0
- data/rbi/modern_treasury/models/payment_order.rbi +153 -5
- data/rbi/modern_treasury/models/payment_order_create_async_params.rbi +109 -0
- data/rbi/modern_treasury/models/payment_order_create_params.rbi +114 -0
- data/rbi/modern_treasury/models/payment_order_update_params.rbi +109 -0
- data/rbi/modern_treasury/models/payment_reference.rbi +15 -5
- data/rbi/modern_treasury/models/payment_reference_list_params.rbi +10 -0
- data/rbi/modern_treasury/models/return_object.rbi +5 -5
- data/rbi/modern_treasury/models/transaction.rbi +9 -14
- data/rbi/modern_treasury/models/transaction_create_params.rbi +6 -6
- data/rbi/modern_treasury/models/virtual_account_create_params.rbi +11 -0
- data/rbi/modern_treasury/models/virtual_account_setting.rbi +74 -0
- data/rbi/modern_treasury/models/virtual_account_setting_create_params.rbi +102 -0
- data/rbi/modern_treasury/models/virtual_account_setting_list_params.rbi +64 -0
- data/rbi/modern_treasury/models.rbi +28 -0
- data/rbi/modern_treasury/resources/cases.rbi +50 -0
- data/rbi/modern_treasury/resources/documents.rbi +2 -2
- data/rbi/modern_treasury/resources/internal_accounts.rbi +4 -0
- data/rbi/modern_treasury/resources/invoices.rbi +1 -1
- data/rbi/modern_treasury/resources/journal_sources.rbi +55 -0
- data/rbi/modern_treasury/resources/legal_entities.rbi +31 -0
- data/rbi/modern_treasury/resources/legal_entity_associations.rbi +42 -0
- data/rbi/modern_treasury/resources/payment_orders.rbi +21 -0
- data/rbi/modern_treasury/resources/transactions.rbi +3 -3
- data/rbi/modern_treasury/resources/virtual_account_settings.rbi +67 -0
- data/rbi/modern_treasury/resources/virtual_accounts.rbi +3 -0
- data/sig/modern_treasury/client.rbs +6 -0
- data/sig/modern_treasury/models/bulk_request.rbs +0 -2
- data/sig/modern_treasury/models/bulk_request_create_params.rbs +94 -2
- data/sig/modern_treasury/models/bulk_request_list_params.rbs +0 -2
- data/sig/modern_treasury/models/bulk_result.rbs +0 -2
- data/sig/modern_treasury/models/bulk_result_list_params.rbs +0 -2
- data/sig/modern_treasury/models/case_.rbs +266 -0
- data/sig/modern_treasury/models/case_list_params.rbs +79 -0
- data/sig/modern_treasury/models/case_retrieve_params.rbs +23 -0
- data/sig/modern_treasury/models/child_legal_entity.rbs +17 -0
- data/sig/modern_treasury/models/child_legal_entity_create.rbs +17 -0
- data/sig/modern_treasury/models/connection_legal_entity_create_params.rbs +17 -0
- data/sig/modern_treasury/models/counterparty.rbs +5 -0
- data/sig/modern_treasury/models/counterparty_create_params.rbs +17 -0
- data/sig/modern_treasury/models/document.rbs +2 -0
- data/sig/modern_treasury/models/document_create_params.rbs +2 -0
- data/sig/modern_treasury/models/document_list_params.rbs +2 -0
- data/sig/modern_treasury/models/external_account.rbs +5 -0
- data/sig/modern_treasury/models/internal_account_create_params.rbs +3 -3
- data/sig/modern_treasury/models/internal_account_update_params.rbs +20 -1
- data/sig/modern_treasury/models/journal_source_list_params.rbs +63 -0
- data/sig/modern_treasury/models/journal_source_retrieve_params.rbs +23 -0
- data/sig/modern_treasury/models/legal_entity.rbs +17 -0
- data/sig/modern_treasury/models/legal_entity_association_create_params.rbs +59 -0
- data/sig/modern_treasury/models/legal_entity_association_delete_params.rbs +23 -0
- data/sig/modern_treasury/models/legal_entity_create_params.rbs +17 -0
- data/sig/modern_treasury/models/legal_entity_update_params.rbs +17 -0
- data/sig/modern_treasury/models/legal_entity_update_status_params.rbs +43 -0
- data/sig/modern_treasury/models/payment_order.rbs +65 -2
- data/sig/modern_treasury/models/payment_order_create_async_params.rbs +47 -0
- data/sig/modern_treasury/models/payment_order_create_params.rbs +49 -0
- data/sig/modern_treasury/models/payment_order_update_params.rbs +47 -0
- data/sig/modern_treasury/models/payment_reference.rbs +10 -3
- data/sig/modern_treasury/models/payment_reference_list_params.rbs +8 -1
- data/sig/modern_treasury/models/return_object.rbs +2 -2
- data/sig/modern_treasury/models/transaction.rbs +0 -2
- data/sig/modern_treasury/models/virtual_account_create_params.rbs +8 -1
- data/sig/modern_treasury/models/virtual_account_setting.rbs +45 -0
- data/sig/modern_treasury/models/virtual_account_setting_create_params.rbs +61 -0
- data/sig/modern_treasury/models/virtual_account_setting_list_params.rbs +36 -0
- data/sig/modern_treasury/models.rbs +22 -0
- data/sig/modern_treasury/resources/cases.rbs +21 -0
- data/sig/modern_treasury/resources/internal_accounts.rbs +1 -0
- data/sig/modern_treasury/resources/journal_sources.rbs +22 -0
- data/sig/modern_treasury/resources/legal_entities.rbs +8 -0
- data/sig/modern_treasury/resources/legal_entity_associations.rbs +14 -0
- data/sig/modern_treasury/resources/payment_orders.rbs +3 -0
- data/sig/modern_treasury/resources/virtual_account_settings.rbs +26 -0
- data/sig/modern_treasury/resources/virtual_accounts.rbs +1 -0
- metadata +44 -2
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# frozen_string_literal: true
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module ModernTreasury
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module Models
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# @see ModernTreasury::Resources::Cases#list
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class CaseListParams < ModernTreasury::Internal::Type::BaseModel
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extend ModernTreasury::Internal::Type::RequestParameters::Converter
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include ModernTreasury::Internal::Type::RequestParameters
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# @!attribute after_cursor
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#
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# @return [String, nil]
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optional :after_cursor, String, nil?: true
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# @!attribute per_page
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#
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# @return [Integer, nil]
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optional :per_page, Integer
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# @!attribute status
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# The status of the case.
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#
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# @return [Symbol, ModernTreasury::Models::CaseListParams::Status, nil]
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optional :status, enum: -> { ModernTreasury::CaseListParams::Status }
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# @!attribute subject_id
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# The ID of the object the case is about.
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#
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# @return [String, nil]
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optional :subject_id, String
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# @!attribute subject_type
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# The type of the object the case is about.
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#
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# @return [Symbol, ModernTreasury::Models::CaseListParams::SubjectType, nil]
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optional :subject_type, enum: -> { ModernTreasury::CaseListParams::SubjectType }
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# @!method initialize(after_cursor: nil, per_page: nil, status: nil, subject_id: nil, subject_type: nil, request_options: {})
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# @param after_cursor [String, nil]
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#
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# @param per_page [Integer]
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#
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# @param status [Symbol, ModernTreasury::Models::CaseListParams::Status] The status of the case.
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#
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# @param subject_id [String] The ID of the object the case is about.
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#
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# @param subject_type [Symbol, ModernTreasury::Models::CaseListParams::SubjectType] The type of the object the case is about.
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#
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# @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}]
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# The status of the case.
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module Status
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extend ModernTreasury::Internal::Type::Enum
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OPEN = :open
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RESOLVED = :resolved
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# @!method self.values
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# @return [Array<Symbol>]
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end
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# The type of the object the case is about.
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module SubjectType
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extend ModernTreasury::Internal::Type::Enum
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LEGAL_ENTITY = :legal_entity
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# @!method self.values
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# @return [Array<Symbol>]
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end
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end
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end
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end
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# frozen_string_literal: true
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module ModernTreasury
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module Models
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class CaseRetrieveParams < ModernTreasury::Internal::Type::BaseModel
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extend ModernTreasury::Internal::Type::RequestParameters::Converter
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include ModernTreasury::Internal::Type::RequestParameters
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# @!attribute id
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required :id, String
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# @!method initialize(id:, request_options: {})
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# @param id [String]
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# @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}]
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end
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end
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end
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required :business_description, String, nil?: true
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# @!attribute business_designation
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# Legal designation associated with the business.
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#
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# @return [Symbol, ModernTreasury::Models::ChildLegalEntity::BusinessDesignation, nil]
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required :business_designation,
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enum: -> { ModernTreasury::ChildLegalEntity::BusinessDesignation },
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nil?: true
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# @!attribute business_name
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# The business's legal business name.
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#
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required :website, String, nil?: true
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# @!method initialize(id:, addresses:, bank_settings:, business_description:, business_name:, citizenship_country:, compliance_details:, country_of_incorporation:, created_at:, date_formed:, date_of_birth:, discarded_at:, documents:, doing_business_as_names:, email:, expected_activity_volume:, external_id:, first_name:, identifications:, industry_classifications:, intended_use:, last_name:, legal_entity_associations:, legal_entity_type:, legal_structure:, listed_exchange:, live_mode:, metadata:, middle_name:, object:, operating_jurisdictions:, phone_numbers:, politically_exposed_person:, preferred_name:, prefix:, primary_social_media_sites:, regulators:, risk_rating:, service_provider_legal_entity_id:, status:, suffix:, terms_of_use:, third_party_verification:, third_party_verifications:, ticker_symbol:, updated_at:, wealth_and_employment_details:, website:)
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# @!method initialize(id:, addresses:, bank_settings:, business_description:, business_designation:, business_name:, citizenship_country:, compliance_details:, country_of_incorporation:, created_at:, date_formed:, date_of_birth:, discarded_at:, documents:, doing_business_as_names:, email:, expected_activity_volume:, external_id:, first_name:, identifications:, industry_classifications:, intended_use:, last_name:, legal_entity_associations:, legal_entity_type:, legal_structure:, listed_exchange:, live_mode:, metadata:, middle_name:, object:, operating_jurisdictions:, phone_numbers:, politically_exposed_person:, preferred_name:, prefix:, primary_social_media_sites:, regulators:, risk_rating:, service_provider_legal_entity_id:, status:, suffix:, terms_of_use:, third_party_verification:, third_party_verifications:, ticker_symbol:, updated_at:, wealth_and_employment_details:, website:)
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# Some parameter documentations has been truncated, see
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# @param business_designation [Symbol, ModernTreasury::Models::ChildLegalEntity::BusinessDesignation, nil] Legal designation associated with the business.
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end
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# Legal designation associated with the business.
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module BusinessDesignation
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EXEMPT_FINANCIAL_INSTITUTION = :exempt_financial_institution
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NON_OPERATING_BUSINESS = :non_operating_business
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# @!method self.values
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# @return [Array<Symbol>]
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end
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class Identification < ModernTreasury::Internal::Type::BaseModel
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# @!attribute id
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#
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# @!attribute business_designation
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# Legal designation associated with the business.
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# The business's legal business name.
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#
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# @!method initialize(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_entity_type: 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)
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# @!method initialize(addresses: nil, bank_settings: nil, business_description: nil, business_designation: 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_entity_type: 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)
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# {ModernTreasury::Models::ChildLegalEntityCreate} for more details.
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#
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@@ -291,6 +299,8 @@ module ModernTreasury
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#
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# @param business_description [String, nil] A description of the business.
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#
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# @param business_designation [Symbol, ModernTreasury::Models::ChildLegalEntityCreate::BusinessDesignation, nil] Legal designation associated with the business.
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#
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# @param business_name [String, nil] The business's legal business name.
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#
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# @param citizenship_country [String, nil] The country of citizenship for an individual.
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#
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# @param website [String, nil] The entity's primary website URL.
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381
|
|
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+
# Legal designation associated with the business.
|
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+
#
|
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|
+
# @see ModernTreasury::Models::ChildLegalEntityCreate#business_designation
|
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|
+
module BusinessDesignation
|
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|
+
extend ModernTreasury::Internal::Type::Enum
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+
|
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+
EXEMPT_FINANCIAL_INSTITUTION = :exempt_financial_institution
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NON_OPERATING_BUSINESS = :non_operating_business
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+
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# @!method self.values
|
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# @return [Array<Symbol>]
|
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+
end
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+
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class Document < ModernTreasury::Internal::Type::BaseModel
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# @!attribute document_type
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# A category given to the document, can be `null`.
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|
@@ -53,6 +53,16 @@ module ModernTreasury
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53
53
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# @return [String, nil]
|
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54
54
|
optional :business_description, String, nil?: true
|
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55
55
|
|
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|
+
# @!attribute business_designation
|
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57
|
+
# Legal designation associated with the business.
|
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#
|
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59
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+
# @return [Symbol, ModernTreasury::Models::ConnectionLegalEntityCreateParams::LegalEntity::BusinessDesignation, nil]
|
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+
optional :business_designation,
|
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+
enum: -> {
|
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|
+
ModernTreasury::ConnectionLegalEntityCreateParams::LegalEntity::BusinessDesignation
|
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63
|
+
},
|
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|
+
nil?: true
|
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65
|
+
|
|
56
66
|
# @!attribute business_name
|
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57
67
|
# The business's legal business name.
|
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58
68
|
#
|
|
@@ -316,7 +326,7 @@ module ModernTreasury
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# @return [String, nil]
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optional :website, String, nil?: true
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|
|
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319
|
-
# @!method initialize(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_entity_type: 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)
|
|
329
|
+
# @!method initialize(addresses: nil, bank_settings: nil, business_description: nil, business_designation: 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_entity_type: 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)
|
|
320
330
|
# Some parameter documentations has been truncated, see
|
|
321
331
|
# {ModernTreasury::Models::ConnectionLegalEntityCreateParams::LegalEntity} for
|
|
322
332
|
# more details.
|
|
@@ -329,6 +339,8 @@ module ModernTreasury
|
|
|
329
339
|
#
|
|
330
340
|
# @param business_description [String, nil] A description of the business.
|
|
331
341
|
#
|
|
342
|
+
# @param business_designation [Symbol, ModernTreasury::Models::ConnectionLegalEntityCreateParams::LegalEntity::BusinessDesignation, nil] Legal designation associated with the business.
|
|
343
|
+
#
|
|
332
344
|
# @param business_name [String, nil] The business's legal business name.
|
|
333
345
|
#
|
|
334
346
|
# @param citizenship_country [String, nil] The country of citizenship for an individual.
|
|
@@ -407,6 +419,19 @@ module ModernTreasury
|
|
|
407
419
|
#
|
|
408
420
|
# @param website [String, nil] The entity's primary website URL.
|
|
409
421
|
|
|
422
|
+
# Legal designation associated with the business.
|
|
423
|
+
#
|
|
424
|
+
# @see ModernTreasury::Models::ConnectionLegalEntityCreateParams::LegalEntity#business_designation
|
|
425
|
+
module BusinessDesignation
|
|
426
|
+
extend ModernTreasury::Internal::Type::Enum
|
|
427
|
+
|
|
428
|
+
EXEMPT_FINANCIAL_INSTITUTION = :exempt_financial_institution
|
|
429
|
+
NON_OPERATING_BUSINESS = :non_operating_business
|
|
430
|
+
|
|
431
|
+
# @!method self.values
|
|
432
|
+
# @return [Array<Symbol>]
|
|
433
|
+
end
|
|
434
|
+
|
|
410
435
|
class Document < ModernTreasury::Internal::Type::BaseModel
|
|
411
436
|
# @!attribute document_type
|
|
412
437
|
# A category given to the document, can be `null`.
|
|
@@ -137,6 +137,11 @@ module ModernTreasury
|
|
|
137
137
|
# @return [Symbol, ModernTreasury::Models::ExternalAccountType, nil]
|
|
138
138
|
optional :account_type, enum: -> { ModernTreasury::ExternalAccountType }
|
|
139
139
|
|
|
140
|
+
# @!attribute card_id
|
|
141
|
+
#
|
|
142
|
+
# @return [String, nil]
|
|
143
|
+
optional :card_id, String, nil?: true
|
|
144
|
+
|
|
140
145
|
# @!attribute contact_details
|
|
141
146
|
#
|
|
142
147
|
# @return [Array<ModernTreasury::Models::ContactDetail>, nil]
|
|
@@ -231,7 +236,7 @@ module ModernTreasury
|
|
|
231
236
|
# @return [Symbol, ModernTreasury::Models::Counterparty::Account::VerificationStatus, nil]
|
|
232
237
|
optional :verification_status, enum: -> { ModernTreasury::Counterparty::Account::VerificationStatus }
|
|
233
238
|
|
|
234
|
-
# @!method initialize(id: nil, account_details: nil, account_type: nil, contact_details: nil, created_at: nil, discarded_at: nil, external_id: nil, ledger_account_id: nil, live_mode: nil, metadata: nil, name: nil, object: nil, party_address: nil, party_name: nil, party_type: nil, routing_details: nil, updated_at: nil, verification_source: nil, verification_status: nil)
|
|
239
|
+
# @!method initialize(id: nil, account_details: nil, account_type: nil, card_id: nil, contact_details: nil, created_at: nil, discarded_at: nil, external_id: nil, ledger_account_id: nil, live_mode: nil, metadata: nil, name: nil, object: nil, party_address: nil, party_name: nil, party_type: nil, routing_details: nil, updated_at: nil, verification_source: nil, verification_status: nil)
|
|
235
240
|
# Some parameter documentations has been truncated, see
|
|
236
241
|
# {ModernTreasury::Models::Counterparty::Account} for more details.
|
|
237
242
|
#
|
|
@@ -241,6 +246,8 @@ module ModernTreasury
|
|
|
241
246
|
#
|
|
242
247
|
# @param account_type [Symbol, ModernTreasury::Models::ExternalAccountType] Can be `checking`, `savings` or `other`.
|
|
243
248
|
#
|
|
249
|
+
# @param card_id [String, nil]
|
|
250
|
+
#
|
|
244
251
|
# @param contact_details [Array<ModernTreasury::Models::ContactDetail>]
|
|
245
252
|
#
|
|
246
253
|
# @param created_at [Time]
|
|
@@ -445,6 +445,14 @@ module ModernTreasury
|
|
|
445
445
|
# @return [String, nil]
|
|
446
446
|
optional :business_description, String, nil?: true
|
|
447
447
|
|
|
448
|
+
# @!attribute business_designation
|
|
449
|
+
# Legal designation associated with the business.
|
|
450
|
+
#
|
|
451
|
+
# @return [Symbol, ModernTreasury::Models::CounterpartyCreateParams::LegalEntity::BusinessDesignation, nil]
|
|
452
|
+
optional :business_designation,
|
|
453
|
+
enum: -> { ModernTreasury::CounterpartyCreateParams::LegalEntity::BusinessDesignation },
|
|
454
|
+
nil?: true
|
|
455
|
+
|
|
448
456
|
# @!attribute business_name
|
|
449
457
|
# The business's legal business name.
|
|
450
458
|
#
|
|
@@ -701,7 +709,7 @@ module ModernTreasury
|
|
|
701
709
|
# @return [String, nil]
|
|
702
710
|
optional :website, String, nil?: true
|
|
703
711
|
|
|
704
|
-
# @!method initialize(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)
|
|
712
|
+
# @!method initialize(legal_entity_type:, addresses: nil, bank_settings: nil, business_description: nil, business_designation: 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)
|
|
705
713
|
# Some parameter documentations has been truncated, see
|
|
706
714
|
# {ModernTreasury::Models::CounterpartyCreateParams::LegalEntity} for more
|
|
707
715
|
# details.
|
|
@@ -714,6 +722,8 @@ module ModernTreasury
|
|
|
714
722
|
#
|
|
715
723
|
# @param business_description [String, nil] A description of the business.
|
|
716
724
|
#
|
|
725
|
+
# @param business_designation [Symbol, ModernTreasury::Models::CounterpartyCreateParams::LegalEntity::BusinessDesignation, nil] Legal designation associated with the business.
|
|
726
|
+
#
|
|
717
727
|
# @param business_name [String, nil] The business's legal business name.
|
|
718
728
|
#
|
|
719
729
|
# @param citizenship_country [String, nil] The country of citizenship for an individual.
|
|
@@ -803,6 +813,19 @@ module ModernTreasury
|
|
|
803
813
|
# @return [Array<Symbol>]
|
|
804
814
|
end
|
|
805
815
|
|
|
816
|
+
# Legal designation associated with the business.
|
|
817
|
+
#
|
|
818
|
+
# @see ModernTreasury::Models::CounterpartyCreateParams::LegalEntity#business_designation
|
|
819
|
+
module BusinessDesignation
|
|
820
|
+
extend ModernTreasury::Internal::Type::Enum
|
|
821
|
+
|
|
822
|
+
EXEMPT_FINANCIAL_INSTITUTION = :exempt_financial_institution
|
|
823
|
+
NON_OPERATING_BUSINESS = :non_operating_business
|
|
824
|
+
|
|
825
|
+
# @!method self.values
|
|
826
|
+
# @return [Array<Symbol>]
|
|
827
|
+
end
|
|
828
|
+
|
|
806
829
|
class Document < ModernTreasury::Internal::Type::BaseModel
|
|
807
830
|
# @!attribute document_type
|
|
808
831
|
# A category given to the document, can be `null`.
|
|
@@ -33,8 +33,8 @@ module ModernTreasury
|
|
|
33
33
|
|
|
34
34
|
# @!attribute documentable_type
|
|
35
35
|
# The type of the associated object. Currently can be one of `payment_order`,
|
|
36
|
-
# `transaction`, `expected_payment`, `
|
|
37
|
-
# `internal_account`, `decision`, or `external_account`.
|
|
36
|
+
# `transaction`, `expected_payment`, `return`, `legal_entity`, `counterparty`,
|
|
37
|
+
# `organization`, `case`, `internal_account`, `decision`, or `external_account`.
|
|
38
38
|
#
|
|
39
39
|
# @return [Symbol, ModernTreasury::Models::Document::DocumentableType, nil]
|
|
40
40
|
required :documentable_type, enum: -> { ModernTreasury::Document::DocumentableType }, nil?: true
|
|
@@ -94,8 +94,8 @@ module ModernTreasury
|
|
|
94
94
|
# @param updated_at [Time]
|
|
95
95
|
|
|
96
96
|
# The type of the associated object. Currently can be one of `payment_order`,
|
|
97
|
-
# `transaction`, `expected_payment`, `
|
|
98
|
-
# `internal_account`, `decision`, or `external_account`.
|
|
97
|
+
# `transaction`, `expected_payment`, `return`, `legal_entity`, `counterparty`,
|
|
98
|
+
# `organization`, `case`, `internal_account`, `decision`, or `external_account`.
|
|
99
99
|
#
|
|
100
100
|
# @see ModernTreasury::Models::Document#documentable_type
|
|
101
101
|
module DocumentableType
|
|
@@ -111,6 +111,7 @@ module ModernTreasury
|
|
|
111
111
|
LEGAL_ENTITY = :legal_entity
|
|
112
112
|
ORGANIZATION = :organization
|
|
113
113
|
PAYMENT_ORDER = :payment_order
|
|
114
|
+
RETURN = :return
|
|
114
115
|
TRANSACTION = :transaction
|
|
115
116
|
|
|
116
117
|
# @!method self.values
|
|
@@ -20,8 +20,8 @@ module ModernTreasury
|
|
|
20
20
|
|
|
21
21
|
# @!attribute documentable_type
|
|
22
22
|
# The type of the associated object. Currently can be one of `payment_order`,
|
|
23
|
-
# `transaction`, `expected_payment`, `
|
|
24
|
-
# `internal_account`, `decision`, or `external_account`.
|
|
23
|
+
# `transaction`, `expected_payment`, `return`, `legal_entity`, `counterparty`,
|
|
24
|
+
# `organization`, `case`, `internal_account`, `decision`, or `external_account`.
|
|
25
25
|
#
|
|
26
26
|
# @return [Symbol, ModernTreasury::Models::DocumentListParams::DocumentableType, nil]
|
|
27
27
|
optional :documentable_type, enum: -> { ModernTreasury::DocumentListParams::DocumentableType }
|
|
@@ -46,8 +46,8 @@ module ModernTreasury
|
|
|
46
46
|
# @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}]
|
|
47
47
|
|
|
48
48
|
# The type of the associated object. Currently can be one of `payment_order`,
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-
# `transaction`, `expected_payment`, `
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50
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-
# `internal_account`, `decision`, or `external_account`.
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+
# `transaction`, `expected_payment`, `return`, `legal_entity`, `counterparty`,
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+
# `organization`, `case`, `internal_account`, `decision`, or `external_account`.
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51
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module DocumentableType
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52
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extend ModernTreasury::Internal::Type::Enum
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53
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@@ -61,6 +61,7 @@ module ModernTreasury
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LEGAL_ENTITY = :legal_entity
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ORGANIZATION = :organization
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PAYMENT_ORDER = :payment_order
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+
RETURN = :return
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TRANSACTION = :transaction
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# @!method self.values
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@@ -20,6 +20,11 @@ module ModernTreasury
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# @return [Symbol, ModernTreasury::Models::ExternalAccountType]
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required :account_type, enum: -> { ModernTreasury::ExternalAccountType }
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22
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# @!attribute card_id
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#
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# @return [String, nil]
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+
required :card_id, String, nil?: true
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+
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23
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# @!attribute contact_details
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24
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#
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25
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# @return [Array<ModernTreasury::Models::ContactDetail>]
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@@ -119,7 +124,7 @@ module ModernTreasury
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119
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# @return [Symbol, ModernTreasury::Models::ExternalAccount::VerificationStatus]
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120
125
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required :verification_status, enum: -> { ModernTreasury::ExternalAccount::VerificationStatus }
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121
126
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-
# @!method initialize(id:, account_details:, account_type:, contact_details:, counterparty_id:, created_at:, discarded_at:, external_id:, ledger_account_id:, live_mode:, metadata:, name:, object:, party_address:, party_name:, party_type:, routing_details:, updated_at:, verification_source:, verification_status:)
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127
|
+
# @!method initialize(id:, account_details:, account_type:, card_id:, contact_details:, counterparty_id:, created_at:, discarded_at:, external_id:, ledger_account_id:, live_mode:, metadata:, name:, object:, party_address:, party_name:, party_type:, routing_details:, updated_at:, verification_source:, verification_status:)
|
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123
128
|
# Some parameter documentations has been truncated, see
|
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124
129
|
# {ModernTreasury::Models::ExternalAccount} for more details.
|
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125
130
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#
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|
@@ -129,6 +134,8 @@ module ModernTreasury
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129
134
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#
|
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130
135
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# @param account_type [Symbol, ModernTreasury::Models::ExternalAccountType] Can be `checking`, `savings` or `other`.
|
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131
136
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#
|
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137
|
+
# @param card_id [String, nil]
|
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138
|
+
#
|
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132
139
|
# @param contact_details [Array<ModernTreasury::Models::ContactDetail>]
|
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133
140
|
#
|
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134
141
|
# @param counterparty_id [String, nil]
|
|
@@ -358,10 +358,10 @@ module ModernTreasury
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358
358
|
module RequestedAccountNumberType
|
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359
359
|
extend ModernTreasury::Internal::Type::Enum
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360
360
|
|
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361
|
+
BASE_ADDRESS = :base_address
|
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361
362
|
ETHEREUM_ADDRESS = :ethereum_address
|
|
362
|
-
SOLANA_ADDRESS = :solana_address
|
|
363
363
|
POLYGON_ADDRESS = :polygon_address
|
|
364
|
-
|
|
364
|
+
SOLANA_ADDRESS = :solana_address
|
|
365
365
|
|
|
366
366
|
# @!method self.values
|
|
367
367
|
# @return [Array<Symbol>]
|
|
@@ -55,7 +55,14 @@ module ModernTreasury
|
|
|
55
55
|
# @return [String, nil]
|
|
56
56
|
optional :parent_account_id, String
|
|
57
57
|
|
|
58
|
-
# @!
|
|
58
|
+
# @!attribute status
|
|
59
|
+
# Requests closure of the internal account. The resulting status may be `closed`
|
|
60
|
+
# for vendors that close synchronously.
|
|
61
|
+
#
|
|
62
|
+
# @return [Symbol, ModernTreasury::Models::InternalAccountUpdateParams::Status, nil]
|
|
63
|
+
optional :status, enum: -> { ModernTreasury::InternalAccountUpdateParams::Status }
|
|
64
|
+
|
|
65
|
+
# @!method initialize(id:, contra_ledger_account_id: nil, counterparty_id: nil, external_id: nil, ledger_account_id: nil, metadata: nil, name: nil, parent_account_id: nil, status: nil, request_options: {})
|
|
59
66
|
# Some parameter documentations has been truncated, see
|
|
60
67
|
# {ModernTreasury::Models::InternalAccountUpdateParams} for more details.
|
|
61
68
|
#
|
|
@@ -75,7 +82,20 @@ module ModernTreasury
|
|
|
75
82
|
#
|
|
76
83
|
# @param parent_account_id [String] The parent internal account for this account.
|
|
77
84
|
#
|
|
85
|
+
# @param status [Symbol, ModernTreasury::Models::InternalAccountUpdateParams::Status] Requests closure of the internal account. The resulting status may be `closed` f
|
|
86
|
+
#
|
|
78
87
|
# @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}]
|
|
88
|
+
|
|
89
|
+
# Requests closure of the internal account. The resulting status may be `closed`
|
|
90
|
+
# for vendors that close synchronously.
|
|
91
|
+
module Status
|
|
92
|
+
extend ModernTreasury::Internal::Type::Enum
|
|
93
|
+
|
|
94
|
+
PENDING_CLOSURE = :pending_closure
|
|
95
|
+
|
|
96
|
+
# @!method self.values
|
|
97
|
+
# @return [Array<Symbol>]
|
|
98
|
+
end
|
|
79
99
|
end
|
|
80
100
|
end
|
|
81
101
|
end
|
|
@@ -187,9 +187,8 @@ module ModernTreasury
|
|
|
187
187
|
|
|
188
188
|
# @!attribute vendor_code_type
|
|
189
189
|
# The type of `vendor_code` being reported. Can be one of `bai2`, `bankprov`,
|
|
190
|
-
# `bnk_dev`, `cleartouch`, `currencycloud`, `cross_river`, `
|
|
191
|
-
# `
|
|
192
|
-
# `us_bank`.
|
|
190
|
+
# `bnk_dev`, `cleartouch`, `currencycloud`, `cross_river`, `dwolla`, `evolve`,
|
|
191
|
+
# `goldman_sachs`, `iso20022`, `jpmc`, `mx`, `silvergate`, `swift`, or `us_bank`.
|
|
193
192
|
#
|
|
194
193
|
# @return [String, nil]
|
|
195
194
|
required :vendor_code_type, String, nil?: true
|
|
@@ -90,9 +90,8 @@ module ModernTreasury
|
|
|
90
90
|
|
|
91
91
|
# @!attribute vendor_code_type
|
|
92
92
|
# The type of `vendor_code` being reported. Can be one of `bai2`, `bankprov`,
|
|
93
|
-
# `bnk_dev`, `cleartouch`, `currencycloud`, `cross_river`, `
|
|
94
|
-
# `
|
|
95
|
-
# `us_bank`.
|
|
93
|
+
# `bnk_dev`, `cleartouch`, `currencycloud`, `cross_river`, `dwolla`, `evolve`,
|
|
94
|
+
# `goldman_sachs`, `iso20022`, `jpmc`, `mx`, `silvergate`, `swift`, or `us_bank`.
|
|
96
95
|
#
|
|
97
96
|
# @return [String, nil]
|
|
98
97
|
required :vendor_code_type, String, nil?: true
|
|
@@ -174,7 +174,7 @@ module ModernTreasury
|
|
|
174
174
|
# @!attribute status
|
|
175
175
|
# Invoice status must be updated in a `PATCH` request that does not modify any
|
|
176
176
|
# other invoice attributes. Valid state transitions are `draft` to `unpaid`,
|
|
177
|
-
# `draft` or `
|
|
177
|
+
# `draft`, `unpaid` or `paid` to `voided`, and `draft` or `unpaid` to `paid`.
|
|
178
178
|
#
|
|
179
179
|
# @return [String, nil]
|
|
180
180
|
optional :status, String
|
|
@@ -0,0 +1,62 @@
|
|
|
1
|
+
# frozen_string_literal: true
|
|
2
|
+
|
|
3
|
+
module ModernTreasury
|
|
4
|
+
module Models
|
|
5
|
+
# @see ModernTreasury::Resources::JournalSources#list
|
|
6
|
+
class JournalSourceListParams < ModernTreasury::Internal::Type::BaseModel
|
|
7
|
+
extend ModernTreasury::Internal::Type::RequestParameters::Converter
|
|
8
|
+
include ModernTreasury::Internal::Type::RequestParameters
|
|
9
|
+
|
|
10
|
+
# @!attribute journal_entry_id
|
|
11
|
+
# The ID of the journal entry
|
|
12
|
+
#
|
|
13
|
+
# @return [String, nil]
|
|
14
|
+
optional :journal_entry_id, String
|
|
15
|
+
|
|
16
|
+
# @!attribute journal_report_id
|
|
17
|
+
# The ID of the journal report
|
|
18
|
+
#
|
|
19
|
+
# @return [String, nil]
|
|
20
|
+
optional :journal_report_id, String
|
|
21
|
+
|
|
22
|
+
# @!attribute page
|
|
23
|
+
# Page number for pagination
|
|
24
|
+
#
|
|
25
|
+
# @return [Integer, nil]
|
|
26
|
+
optional :page, Integer
|
|
27
|
+
|
|
28
|
+
# @!attribute per_page
|
|
29
|
+
# Number of items per page
|
|
30
|
+
#
|
|
31
|
+
# @return [Integer, nil]
|
|
32
|
+
optional :per_page, Integer
|
|
33
|
+
|
|
34
|
+
# @!attribute source_id
|
|
35
|
+
# The ID of the source object
|
|
36
|
+
#
|
|
37
|
+
# @return [String, nil]
|
|
38
|
+
optional :source_id, String
|
|
39
|
+
|
|
40
|
+
# @!attribute source_type
|
|
41
|
+
# The type of the source object
|
|
42
|
+
#
|
|
43
|
+
# @return [String, nil]
|
|
44
|
+
optional :source_type, String
|
|
45
|
+
|
|
46
|
+
# @!method initialize(journal_entry_id: nil, journal_report_id: nil, page: nil, per_page: nil, source_id: nil, source_type: nil, request_options: {})
|
|
47
|
+
# @param journal_entry_id [String] The ID of the journal entry
|
|
48
|
+
#
|
|
49
|
+
# @param journal_report_id [String] The ID of the journal report
|
|
50
|
+
#
|
|
51
|
+
# @param page [Integer] Page number for pagination
|
|
52
|
+
#
|
|
53
|
+
# @param per_page [Integer] Number of items per page
|
|
54
|
+
#
|
|
55
|
+
# @param source_id [String] The ID of the source object
|
|
56
|
+
#
|
|
57
|
+
# @param source_type [String] The type of the source object
|
|
58
|
+
#
|
|
59
|
+
# @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}]
|
|
60
|
+
end
|
|
61
|
+
end
|
|
62
|
+
end
|
|
@@ -0,0 +1,20 @@
|
|
|
1
|
+
# frozen_string_literal: true
|
|
2
|
+
|
|
3
|
+
module ModernTreasury
|
|
4
|
+
module Models
|
|
5
|
+
# @see ModernTreasury::Resources::JournalSources#retrieve
|
|
6
|
+
class JournalSourceRetrieveParams < ModernTreasury::Internal::Type::BaseModel
|
|
7
|
+
extend ModernTreasury::Internal::Type::RequestParameters::Converter
|
|
8
|
+
include ModernTreasury::Internal::Type::RequestParameters
|
|
9
|
+
|
|
10
|
+
# @!attribute id
|
|
11
|
+
#
|
|
12
|
+
# @return [String]
|
|
13
|
+
required :id, String
|
|
14
|
+
|
|
15
|
+
# @!method initialize(id:, request_options: {})
|
|
16
|
+
# @param id [String]
|
|
17
|
+
# @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}]
|
|
18
|
+
end
|
|
19
|
+
end
|
|
20
|
+
end
|