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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@@ -150,6 +150,15 @@ module ModernTreasury
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# @return [String, nil]
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optional :originating_account_id, String
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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::PaymentOrderUpdateParams::OriginatingPartyAddress, nil]
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optional :originating_party_address,
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-> { ModernTreasury::PaymentOrderUpdateParams::OriginatingPartyAddress },
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nil?: true
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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
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# @return [String, nil]
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optional :ultimate_receiving_party_name, String, nil?: true
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# @!method initialize(id:, 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, request_options: {})
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# @!method initialize(id:, 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, request_options: {})
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# Some parameter documentations has been truncated, see
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# {ModernTreasury::Models::PaymentOrderUpdateParams} for more details.
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#
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#
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# @param originating_account_id [String] The ID of one of your organization's internal accounts.
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#
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# @param originating_party_address [ModernTreasury::Models::PaymentOrderUpdateParams::OriginatingPartyAddress, nil] If present, this address will override the default originating party address use
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#
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# @param originating_party_name [String, nil] If present, this will replace your default company name on receiver's bank state
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#
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# @param priority [Symbol, ModernTreasury::Models::PaymentOrderUpdateParams::Priority] Either `normal` or `high`. For ACH and EFT payments, `high` represents a same-da
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# @param metadata [Hash{Symbol=>String}] Additional data represented as key-value pairs. Both the key and value must be s
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end
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class OriginatingPartyAddress < ModernTreasury::Internal::Type::BaseModel
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# @!attribute country
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# Country code conforms to [ISO 3166-1 alpha-2]
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#
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# @return [String, nil]
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optional :country, String, nil?: true
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# @!attribute line1
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#
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# @return [String, nil]
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optional :line1, String, nil?: true
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# @!attribute line2
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#
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optional :line2, String, nil?: true
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# @!attribute locality
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# Locality or City. Use the full city name rather than an abbreviation (e.g. San
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# Francisco).
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#
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optional :locality, String, nil?: true
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# @!attribute postal_code
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# The postal code of the address.
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#
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optional :postal_code, String, nil?: true
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# @!attribute region
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# Region or State. This field is free-form; for US states, we recommend a
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# two-letter code (e.g. CA). Full state names are also accepted.
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#
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optional :region, String, nil?: true
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# @!method initialize(country: nil, line1: nil, line2: nil, locality: nil, postal_code: nil, region: nil)
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# Some parameter documentations has been truncated, see
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# {ModernTreasury::Models::PaymentOrderUpdateParams::OriginatingPartyAddress} for
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# more details.
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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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# @param country [String, nil] Country code conforms to [ISO 3166-1 alpha-2]
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# @param line1 [String, nil]
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#
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# @param line2 [String, nil]
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#
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# @param locality [String, nil] Locality or City. Use the full city name rather than an abbreviation (e.g. San F
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# @param region [String, nil] Region or State. This field is free-form; for US states, we recommend a two-lett
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end
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# Either `normal` or `high`. For ACH and EFT payments, `high` represents a
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# same-day ACH or EFT transfer, respectively. For check payments, `high` can mean
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# an overnight check rather than standard mail.
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CROSS_RIVER_TRANSACTION_ID = :cross_river_transaction_id
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CURRENCYCLOUD_CONVERSION_ID = :currencycloud_conversion_id
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CURRENCYCLOUD_PAYMENT_ID = :currencycloud_payment_id
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DC_BANK_TRANSACTION_ID = :dc_bank_transaction_id
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EFT_TRACE_NUMBER = :eft_trace_number
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EVOLVE_CORE_BATCH = :evolve_core_batch
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EVOLVE_CORE_FILE_KEY = :evolve_core_file_key
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WESTERN_ALLIANCE_PAYMENT_ID = :western_alliance_payment_id
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WESTERN_ALLIANCE_TRANSACTION_ID = :western_alliance_transaction_id
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WESTERN_ALLIANCE_WIRE_CONFIRMATION_NUMBER = :western_alliance_wire_confirmation_number
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WISE_TRANSFER_ID = :wise_transfer_id
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# @!method self.values
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# @return [Array<Symbol>]
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PAYMENT_ORDER = :payment_order
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REVERSAL = :reversal
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RETURN = :return
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INCOMING_PAYMENT_DETAIL = :incoming_payment_detail
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TRANSACTION = :transaction
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# @!method self.values
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# @return [Array<Symbol>]
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@@ -507,7 +507,6 @@ module ModernTreasury
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CROSS_RIVER_TRANSACTION_ID = :cross_river_transaction_id
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CURRENCYCLOUD_CONVERSION_ID = :currencycloud_conversion_id
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CURRENCYCLOUD_PAYMENT_ID = :currencycloud_payment_id
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-
DC_BANK_TRANSACTION_ID = :dc_bank_transaction_id
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EFT_TRACE_NUMBER = :eft_trace_number
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EVOLVE_CORE_BATCH = :evolve_core_batch
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EVOLVE_CORE_FILE_KEY = :evolve_core_file_key
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@@ -568,6 +567,7 @@ module ModernTreasury
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WESTERN_ALLIANCE_PAYMENT_ID = :western_alliance_payment_id
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WESTERN_ALLIANCE_TRANSACTION_ID = :western_alliance_transaction_id
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WESTERN_ALLIANCE_WIRE_CONFIRMATION_NUMBER = :western_alliance_wire_confirmation_number
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+
WISE_TRANSFER_ID = :wise_transfer_id
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# @!method self.values
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# @return [Array<Symbol>]
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@@ -138,9 +138,9 @@ module ModernTreasury
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# @!attribute vendor_code_type
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# The type of `vendor_code` being reported. Can be one of `bai2`, `bankprov`,
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-
# `bnk_dev`, `cleartouch`, `currencycloud`, `cross_river`, `
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-
# `
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-
#
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+
# `bnk_dev`, `cleartouch`, `currencycloud`, `cross_river`, `dwolla`, `evolve`,
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+
# `goldman_sachs`, `iso20022`, `jpmc`, `mx`, `silvergate`, `swift`, `us_bank`, or
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# others.
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#
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# @return [Symbol, ModernTreasury::Models::Transaction::VendorCodeType, nil]
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required :vendor_code_type, enum: -> { ModernTreasury::Transaction::VendorCodeType }, nil?: true
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@@ -271,9 +271,9 @@ module ModernTreasury
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end
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# The type of `vendor_code` being reported. Can be one of `bai2`, `bankprov`,
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-
# `bnk_dev`, `cleartouch`, `currencycloud`, `cross_river`, `
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-
# `
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-
#
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+
# `bnk_dev`, `cleartouch`, `currencycloud`, `cross_river`, `dwolla`, `evolve`,
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+
# `goldman_sachs`, `iso20022`, `jpmc`, `mx`, `silvergate`, `swift`, `us_bank`, or
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+
# others.
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#
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# @see ModernTreasury::Models::Transaction#vendor_code_type
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module VendorCodeType
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@@ -288,7 +288,6 @@ module ModernTreasury
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COLUMN = :column
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CROSS_RIVER = :cross_river
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CURRENCYCLOUD = :currencycloud
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-
DC_BANK = :dc_bank
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DWOLLA = :dwolla
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EVOLVE = :evolve
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FAKE_VENDOR = :fake_vendor
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@@ -34,9 +34,9 @@ module ModernTreasury
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34
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35
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# @!attribute vendor_code_type
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36
36
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# The type of `vendor_code` being reported. Can be one of `bai2`, `bankprov`,
|
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37
|
-
# `bnk_dev`, `cleartouch`, `currencycloud`, `cross_river`, `
|
|
38
|
-
# `
|
|
39
|
-
#
|
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37
|
+
# `bnk_dev`, `cleartouch`, `currencycloud`, `cross_river`, `dwolla`, `evolve`,
|
|
38
|
+
# `goldman_sachs`, `iso20022`, `jpmc`, `mx`, `silvergate`, `swift`, `us_bank`, or
|
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39
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+
# others.
|
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40
40
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#
|
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41
41
|
# @return [String, nil]
|
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42
42
|
required :vendor_code_type, String, nil?: true
|
|
@@ -76,7 +76,13 @@ module ModernTreasury
|
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76
76
|
optional :routing_details,
|
|
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|
-> { ModernTreasury::Internal::Type::ArrayOf[ModernTreasury::VirtualAccountCreateParams::RoutingDetail] }
|
|
78
78
|
|
|
79
|
-
# @!
|
|
79
|
+
# @!attribute virtual_account_setting_id
|
|
80
|
+
# The ID of the virtual account setting used to allocate this virtual account.
|
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81
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+
#
|
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+
# @return [String, nil]
|
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83
|
+
optional :virtual_account_setting_id, String
|
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|
+
|
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85
|
+
# @!method initialize(internal_account_id:, name:, account_details: nil, counterparty_id: nil, credit_ledger_account_id: nil, debit_ledger_account_id: nil, description: nil, ledger_account: nil, metadata: nil, routing_details: nil, virtual_account_setting_id: nil, request_options: {})
|
|
80
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|
# Some parameter documentations has been truncated, see
|
|
81
87
|
# {ModernTreasury::Models::VirtualAccountCreateParams} for more details.
|
|
82
88
|
#
|
|
@@ -100,6 +106,8 @@ module ModernTreasury
|
|
|
100
106
|
#
|
|
101
107
|
# @param routing_details [Array<ModernTreasury::Models::VirtualAccountCreateParams::RoutingDetail>] An array of routing detail objects.
|
|
102
108
|
#
|
|
109
|
+
# @param virtual_account_setting_id [String] The ID of the virtual account setting used to allocate this virtual account.
|
|
110
|
+
#
|
|
103
111
|
# @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}]
|
|
104
112
|
|
|
105
113
|
class AccountDetail < ModernTreasury::Internal::Type::BaseModel
|
|
@@ -0,0 +1,57 @@
|
|
|
1
|
+
# frozen_string_literal: true
|
|
2
|
+
|
|
3
|
+
module ModernTreasury
|
|
4
|
+
module Models
|
|
5
|
+
# @see ModernTreasury::Resources::VirtualAccountSettings#create
|
|
6
|
+
class VirtualAccountSetting < 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 external_id
|
|
18
|
+
# A user-defined identifier for the virtual account setting.
|
|
19
|
+
#
|
|
20
|
+
# @return [String, nil]
|
|
21
|
+
required :external_id, String, nil?: true
|
|
22
|
+
|
|
23
|
+
# @!attribute live_mode
|
|
24
|
+
# This field will be true if this object exists in the live environment or false
|
|
25
|
+
# if it exists in the test environment.
|
|
26
|
+
#
|
|
27
|
+
# @return [Boolean]
|
|
28
|
+
required :live_mode, ModernTreasury::Internal::Type::Boolean
|
|
29
|
+
|
|
30
|
+
# @!attribute object
|
|
31
|
+
#
|
|
32
|
+
# @return [String]
|
|
33
|
+
required :object, String
|
|
34
|
+
|
|
35
|
+
# @!attribute updated_at
|
|
36
|
+
#
|
|
37
|
+
# @return [Time]
|
|
38
|
+
required :updated_at, Time
|
|
39
|
+
|
|
40
|
+
# @!method initialize(id:, created_at:, external_id:, live_mode:, object:, updated_at:)
|
|
41
|
+
# Some parameter documentations has been truncated, see
|
|
42
|
+
# {ModernTreasury::Models::VirtualAccountSetting} for more details.
|
|
43
|
+
#
|
|
44
|
+
# @param id [String]
|
|
45
|
+
#
|
|
46
|
+
# @param created_at [Time]
|
|
47
|
+
#
|
|
48
|
+
# @param external_id [String, nil] A user-defined identifier for the virtual account setting.
|
|
49
|
+
#
|
|
50
|
+
# @param live_mode [Boolean] This field will be true if this object exists in the live environment or false i
|
|
51
|
+
#
|
|
52
|
+
# @param object [String]
|
|
53
|
+
#
|
|
54
|
+
# @param updated_at [Time]
|
|
55
|
+
end
|
|
56
|
+
end
|
|
57
|
+
end
|
|
@@ -0,0 +1,81 @@
|
|
|
1
|
+
# frozen_string_literal: true
|
|
2
|
+
|
|
3
|
+
module ModernTreasury
|
|
4
|
+
module Models
|
|
5
|
+
# @see ModernTreasury::Resources::VirtualAccountSettings#create
|
|
6
|
+
class VirtualAccountSettingCreateParams < ModernTreasury::Internal::Type::BaseModel
|
|
7
|
+
extend ModernTreasury::Internal::Type::RequestParameters::Converter
|
|
8
|
+
include ModernTreasury::Internal::Type::RequestParameters
|
|
9
|
+
|
|
10
|
+
# @!attribute allocation_type
|
|
11
|
+
# The method used to allocate virtual account numbers.
|
|
12
|
+
#
|
|
13
|
+
# @return [String]
|
|
14
|
+
required :allocation_type, String
|
|
15
|
+
|
|
16
|
+
# @!attribute internal_account_id
|
|
17
|
+
# The ID of the internal account for the virtual account setting.
|
|
18
|
+
#
|
|
19
|
+
# @return [String]
|
|
20
|
+
required :internal_account_id, String
|
|
21
|
+
|
|
22
|
+
# @!attribute allocation_identifier
|
|
23
|
+
# The prefix, suffix, or bank-assigned identifier for the virtual account numbers.
|
|
24
|
+
#
|
|
25
|
+
# @return [String, nil]
|
|
26
|
+
optional :allocation_identifier, String, nil?: true
|
|
27
|
+
|
|
28
|
+
# @!attribute allocation_length
|
|
29
|
+
# The total length of generated virtual account numbers.
|
|
30
|
+
#
|
|
31
|
+
# @return [Integer, nil]
|
|
32
|
+
optional :allocation_length, Integer, nil?: true
|
|
33
|
+
|
|
34
|
+
# @!attribute allocation_range_end
|
|
35
|
+
# The inclusive end of the virtual account number range.
|
|
36
|
+
#
|
|
37
|
+
# @return [String, nil]
|
|
38
|
+
optional :allocation_range_end, String, nil?: true
|
|
39
|
+
|
|
40
|
+
# @!attribute allocation_range_start
|
|
41
|
+
# The inclusive start of the virtual account number range.
|
|
42
|
+
#
|
|
43
|
+
# @return [String, nil]
|
|
44
|
+
optional :allocation_range_start, String, nil?: true
|
|
45
|
+
|
|
46
|
+
# @!attribute external_id
|
|
47
|
+
# A user-defined identifier for the virtual account setting.
|
|
48
|
+
#
|
|
49
|
+
# @return [String, nil]
|
|
50
|
+
optional :external_id, String, nil?: true
|
|
51
|
+
|
|
52
|
+
# @!attribute generated_allocation_identifier_length
|
|
53
|
+
# The length of a generated virtual account setting prefix.
|
|
54
|
+
#
|
|
55
|
+
# @return [Integer, nil]
|
|
56
|
+
optional :generated_allocation_identifier_length, Integer, nil?: true
|
|
57
|
+
|
|
58
|
+
# @!method initialize(allocation_type:, internal_account_id:, allocation_identifier: nil, allocation_length: nil, allocation_range_end: nil, allocation_range_start: nil, external_id: nil, generated_allocation_identifier_length: nil, request_options: {})
|
|
59
|
+
# Some parameter documentations has been truncated, see
|
|
60
|
+
# {ModernTreasury::Models::VirtualAccountSettingCreateParams} for more details.
|
|
61
|
+
#
|
|
62
|
+
# @param allocation_type [String] The method used to allocate virtual account numbers.
|
|
63
|
+
#
|
|
64
|
+
# @param internal_account_id [String] The ID of the internal account for the virtual account setting.
|
|
65
|
+
#
|
|
66
|
+
# @param allocation_identifier [String, nil] The prefix, suffix, or bank-assigned identifier for the virtual account numbers.
|
|
67
|
+
#
|
|
68
|
+
# @param allocation_length [Integer, nil] The total length of generated virtual account numbers.
|
|
69
|
+
#
|
|
70
|
+
# @param allocation_range_end [String, nil] The inclusive end of the virtual account number range.
|
|
71
|
+
#
|
|
72
|
+
# @param allocation_range_start [String, nil] The inclusive start of the virtual account number range.
|
|
73
|
+
#
|
|
74
|
+
# @param external_id [String, nil] A user-defined identifier for the virtual account setting.
|
|
75
|
+
#
|
|
76
|
+
# @param generated_allocation_identifier_length [Integer, nil] The length of a generated virtual account setting prefix.
|
|
77
|
+
#
|
|
78
|
+
# @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}]
|
|
79
|
+
end
|
|
80
|
+
end
|
|
81
|
+
end
|
|
@@ -0,0 +1,36 @@
|
|
|
1
|
+
# frozen_string_literal: true
|
|
2
|
+
|
|
3
|
+
module ModernTreasury
|
|
4
|
+
module Models
|
|
5
|
+
# @see ModernTreasury::Resources::VirtualAccountSettings#list
|
|
6
|
+
class VirtualAccountSettingListParams < ModernTreasury::Internal::Type::BaseModel
|
|
7
|
+
extend ModernTreasury::Internal::Type::RequestParameters::Converter
|
|
8
|
+
include ModernTreasury::Internal::Type::RequestParameters
|
|
9
|
+
|
|
10
|
+
# @!attribute after_cursor
|
|
11
|
+
#
|
|
12
|
+
# @return [String, nil]
|
|
13
|
+
optional :after_cursor, String, nil?: true
|
|
14
|
+
|
|
15
|
+
# @!attribute external_id
|
|
16
|
+
# A user-defined identifier for the virtual account setting.
|
|
17
|
+
#
|
|
18
|
+
# @return [String, nil]
|
|
19
|
+
optional :external_id, String
|
|
20
|
+
|
|
21
|
+
# @!attribute per_page
|
|
22
|
+
#
|
|
23
|
+
# @return [Integer, nil]
|
|
24
|
+
optional :per_page, Integer
|
|
25
|
+
|
|
26
|
+
# @!method initialize(after_cursor: nil, external_id: nil, per_page: nil, request_options: {})
|
|
27
|
+
# @param after_cursor [String, nil]
|
|
28
|
+
#
|
|
29
|
+
# @param external_id [String] A user-defined identifier for the virtual account setting.
|
|
30
|
+
#
|
|
31
|
+
# @param per_page [Integer]
|
|
32
|
+
#
|
|
33
|
+
# @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}]
|
|
34
|
+
end
|
|
35
|
+
end
|
|
36
|
+
end
|
|
@@ -86,6 +86,12 @@ module ModernTreasury
|
|
|
86
86
|
|
|
87
87
|
BulkResultRetrieveParams = ModernTreasury::Models::BulkResultRetrieveParams
|
|
88
88
|
|
|
89
|
+
Case = ModernTreasury::Models::Case
|
|
90
|
+
|
|
91
|
+
CaseListParams = ModernTreasury::Models::CaseListParams
|
|
92
|
+
|
|
93
|
+
CaseRetrieveParams = ModernTreasury::Models::CaseRetrieveParams
|
|
94
|
+
|
|
89
95
|
ChildLegalEntity = ModernTreasury::Models::ChildLegalEntity
|
|
90
96
|
|
|
91
97
|
ChildLegalEntityCreate = ModernTreasury::Models::ChildLegalEntityCreate
|
|
@@ -246,6 +252,10 @@ module ModernTreasury
|
|
|
246
252
|
|
|
247
253
|
JournalReportUpdateParams = ModernTreasury::Models::JournalReportUpdateParams
|
|
248
254
|
|
|
255
|
+
JournalSourceListParams = ModernTreasury::Models::JournalSourceListParams
|
|
256
|
+
|
|
257
|
+
JournalSourceRetrieveParams = ModernTreasury::Models::JournalSourceRetrieveParams
|
|
258
|
+
|
|
249
259
|
Ledger = ModernTreasury::Models::Ledger
|
|
250
260
|
|
|
251
261
|
LedgerAccount = ModernTreasury::Models::LedgerAccount
|
|
@@ -364,6 +374,10 @@ module ModernTreasury
|
|
|
364
374
|
|
|
365
375
|
LegalEntityAssociation = ModernTreasury::Models::LegalEntityAssociation
|
|
366
376
|
|
|
377
|
+
LegalEntityAssociationCreateParams = ModernTreasury::Models::LegalEntityAssociationCreateParams
|
|
378
|
+
|
|
379
|
+
LegalEntityAssociationDeleteParams = ModernTreasury::Models::LegalEntityAssociationDeleteParams
|
|
380
|
+
|
|
367
381
|
LegalEntityAssociationInlineCreate = ModernTreasury::Models::LegalEntityAssociationInlineCreate
|
|
368
382
|
|
|
369
383
|
LegalEntityBankSettings = ModernTreasury::Models::LegalEntityBankSettings
|
|
@@ -378,6 +392,8 @@ module ModernTreasury
|
|
|
378
392
|
|
|
379
393
|
LegalEntityUpdateParams = ModernTreasury::Models::LegalEntityUpdateParams
|
|
380
394
|
|
|
395
|
+
LegalEntityUpdateStatusParams = ModernTreasury::Models::LegalEntityUpdateStatusParams
|
|
396
|
+
|
|
381
397
|
LegalEntityWealthEmploymentDetail = ModernTreasury::Models::LegalEntityWealthEmploymentDetail
|
|
382
398
|
|
|
383
399
|
LineItem = ModernTreasury::Models::LineItem
|
|
@@ -486,6 +502,12 @@ module ModernTreasury
|
|
|
486
502
|
|
|
487
503
|
VirtualAccountRetrieveParams = ModernTreasury::Models::VirtualAccountRetrieveParams
|
|
488
504
|
|
|
505
|
+
VirtualAccountSetting = ModernTreasury::Models::VirtualAccountSetting
|
|
506
|
+
|
|
507
|
+
VirtualAccountSettingCreateParams = ModernTreasury::Models::VirtualAccountSettingCreateParams
|
|
508
|
+
|
|
509
|
+
VirtualAccountSettingListParams = ModernTreasury::Models::VirtualAccountSettingListParams
|
|
510
|
+
|
|
489
511
|
VirtualAccountUpdateParams = ModernTreasury::Models::VirtualAccountUpdateParams
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490
512
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491
513
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WealthAndEmploymentDetails = ModernTreasury::Models::WealthAndEmploymentDetails
|
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@@ -0,0 +1,66 @@
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1
|
+
# frozen_string_literal: true
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2
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+
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3
|
+
module ModernTreasury
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4
|
+
module Resources
|
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5
|
+
class Cases
|
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6
|
+
# Get details on a single case.
|
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7
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+
#
|
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8
|
+
# @overload retrieve(id, request_options: {})
|
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9
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+
#
|
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10
|
+
# @param id [String] id
|
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11
|
+
#
|
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12
|
+
# @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]
|
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13
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+
#
|
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14
|
+
# @return [ModernTreasury::Models::Case]
|
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15
|
+
#
|
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16
|
+
# @see ModernTreasury::Models::CaseRetrieveParams
|
|
17
|
+
def retrieve(id, params = {})
|
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18
|
+
@client.request(
|
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19
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+
method: :get,
|
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20
|
+
path: ["api/cases/%1$s", id],
|
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21
|
+
model: ModernTreasury::Case,
|
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22
|
+
options: params[:request_options]
|
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23
|
+
)
|
|
24
|
+
end
|
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25
|
+
|
|
26
|
+
# Get a list of cases.
|
|
27
|
+
#
|
|
28
|
+
# @overload list(after_cursor: nil, per_page: nil, status: nil, subject_id: nil, subject_type: nil, request_options: {})
|
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29
|
+
#
|
|
30
|
+
# @param after_cursor [String, nil]
|
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31
|
+
#
|
|
32
|
+
# @param per_page [Integer]
|
|
33
|
+
#
|
|
34
|
+
# @param status [Symbol, ModernTreasury::Models::CaseListParams::Status] The status of the case.
|
|
35
|
+
#
|
|
36
|
+
# @param subject_id [String] The ID of the object the case is about.
|
|
37
|
+
#
|
|
38
|
+
# @param subject_type [Symbol, ModernTreasury::Models::CaseListParams::SubjectType] The type of the object the case is about.
|
|
39
|
+
#
|
|
40
|
+
# @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]
|
|
41
|
+
#
|
|
42
|
+
# @return [ModernTreasury::Internal::Page<ModernTreasury::Models::Case>]
|
|
43
|
+
#
|
|
44
|
+
# @see ModernTreasury::Models::CaseListParams
|
|
45
|
+
def list(params = {})
|
|
46
|
+
parsed, options = ModernTreasury::CaseListParams.dump_request(params)
|
|
47
|
+
query = ModernTreasury::Internal::Util.encode_query_params(parsed)
|
|
48
|
+
@client.request(
|
|
49
|
+
method: :get,
|
|
50
|
+
path: "api/cases",
|
|
51
|
+
query: query,
|
|
52
|
+
page: ModernTreasury::Internal::Page,
|
|
53
|
+
model: ModernTreasury::Case,
|
|
54
|
+
options: options
|
|
55
|
+
)
|
|
56
|
+
end
|
|
57
|
+
|
|
58
|
+
# @api private
|
|
59
|
+
#
|
|
60
|
+
# @param client [ModernTreasury::Client]
|
|
61
|
+
def initialize(client:)
|
|
62
|
+
@client = client
|
|
63
|
+
end
|
|
64
|
+
end
|
|
65
|
+
end
|
|
66
|
+
end
|
|
@@ -84,7 +84,7 @@ module ModernTreasury
|
|
|
84
84
|
#
|
|
85
85
|
# update internal account
|
|
86
86
|
#
|
|
87
|
-
# @overload update(id, contra_ledger_account_id: nil, counterparty_id: nil, external_id: nil, ledger_account_id: nil, metadata: nil, name: nil, parent_account_id: nil, request_options: {})
|
|
87
|
+
# @overload update(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: {})
|
|
88
88
|
#
|
|
89
89
|
# @param id [String] Unique identifier for the account.
|
|
90
90
|
#
|
|
@@ -102,6 +102,8 @@ module ModernTreasury
|
|
|
102
102
|
#
|
|
103
103
|
# @param parent_account_id [String] The parent internal account for this account.
|
|
104
104
|
#
|
|
105
|
+
# @param status [Symbol, ModernTreasury::Models::InternalAccountUpdateParams::Status] Requests closure of the internal account. The resulting status may be `closed` f
|
|
106
|
+
#
|
|
105
107
|
# @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]
|
|
106
108
|
#
|
|
107
109
|
# @return [ModernTreasury::Models::InternalAccount]
|
|
@@ -0,0 +1,67 @@
|
|
|
1
|
+
# frozen_string_literal: true
|
|
2
|
+
|
|
3
|
+
module ModernTreasury
|
|
4
|
+
module Resources
|
|
5
|
+
class JournalSources
|
|
6
|
+
# Retrieve a specific journal source
|
|
7
|
+
#
|
|
8
|
+
# @overload retrieve(id, request_options: {})
|
|
9
|
+
#
|
|
10
|
+
# @param id [String] The ID of the journal source
|
|
11
|
+
#
|
|
12
|
+
# @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]
|
|
13
|
+
#
|
|
14
|
+
# @return [nil]
|
|
15
|
+
#
|
|
16
|
+
# @see ModernTreasury::Models::JournalSourceRetrieveParams
|
|
17
|
+
def retrieve(id, params = {})
|
|
18
|
+
@client.request(
|
|
19
|
+
method: :get,
|
|
20
|
+
path: ["api/journal_sources/%1$s", id],
|
|
21
|
+
model: NilClass,
|
|
22
|
+
options: params[:request_options]
|
|
23
|
+
)
|
|
24
|
+
end
|
|
25
|
+
|
|
26
|
+
# Retrieve a list of journal sources
|
|
27
|
+
#
|
|
28
|
+
# @overload list(journal_entry_id: nil, journal_report_id: nil, page: nil, per_page: nil, source_id: nil, source_type: nil, request_options: {})
|
|
29
|
+
#
|
|
30
|
+
# @param journal_entry_id [String] The ID of the journal entry
|
|
31
|
+
#
|
|
32
|
+
# @param journal_report_id [String] The ID of the journal report
|
|
33
|
+
#
|
|
34
|
+
# @param page [Integer] Page number for pagination
|
|
35
|
+
#
|
|
36
|
+
# @param per_page [Integer] Number of items per page
|
|
37
|
+
#
|
|
38
|
+
# @param source_id [String] The ID of the source object
|
|
39
|
+
#
|
|
40
|
+
# @param source_type [String] The type of the source object
|
|
41
|
+
#
|
|
42
|
+
# @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]
|
|
43
|
+
#
|
|
44
|
+
# @return [nil]
|
|
45
|
+
#
|
|
46
|
+
# @see ModernTreasury::Models::JournalSourceListParams
|
|
47
|
+
def list(params = {})
|
|
48
|
+
parsed, options = ModernTreasury::JournalSourceListParams.dump_request(params)
|
|
49
|
+
query = ModernTreasury::Internal::Util.encode_query_params(parsed)
|
|
50
|
+
@client.request(
|
|
51
|
+
method: :get,
|
|
52
|
+
path: "api/journal_sources",
|
|
53
|
+
query: query,
|
|
54
|
+
model: NilClass,
|
|
55
|
+
options: options
|
|
56
|
+
)
|
|
57
|
+
end
|
|
58
|
+
|
|
59
|
+
# @api private
|
|
60
|
+
#
|
|
61
|
+
# @param client [ModernTreasury::Client]
|
|
62
|
+
def initialize(client:)
|
|
63
|
+
@client = client
|
|
64
|
+
end
|
|
65
|
+
end
|
|
66
|
+
end
|
|
67
|
+
end
|