modern_treasury 0.29.2 → 0.30.0

data/lib/modern_treasury/models/legal_entity_association_create_params.rb

@@ -7,12 +7,6 @@ module ModernTreasury
       extend ModernTreasury::Internal::Type::RequestParameters::Converter
       include ModernTreasury::Internal::Type::RequestParameters
 
-      # @!attribute child_legal_entity_id
-      #   The ID of the child legal entity.
-      #
-      #   @return [String]
-      required :child_legal_entity_id, String
-
       # @!attribute parent_legal_entity_id
       #   The ID of the parent legal entity. This must be a business legal entity.
       #
@@ -25,6 +19,18 @@ module ModernTreasury
       required :relationship_types,
                -> { ModernTreasury::Internal::Type::ArrayOf[enum: ModernTreasury::LegalEntityAssociationCreateParams::RelationshipType] }
 
+      # @!attribute child_legal_entity
+      #   The child legal entity.
+      #
+      #   @return [ModernTreasury::Models::ChildLegalEntityCreate, nil]
+      optional :child_legal_entity, -> { ModernTreasury::ChildLegalEntityCreate }
+
+      # @!attribute child_legal_entity_id
+      #   The ID of the child legal entity.
+      #
+      #   @return [String, nil]
+      optional :child_legal_entity_id, String
+
       # @!attribute ownership_percentage
       #   The child entity's ownership percentage iff they are a beneficial owner.
       #
@@ -37,13 +43,15 @@ module ModernTreasury
       #   @return [String, nil]
       optional :title, String, nil?: true
 
-      # @!method initialize(child_legal_entity_id:, parent_legal_entity_id:, relationship_types:, ownership_percentage: nil, title: nil, request_options: {})
-      #   @param child_legal_entity_id [String] The ID of the child legal entity.
-      #
+      # @!method initialize(parent_legal_entity_id:, relationship_types:, child_legal_entity: nil, child_legal_entity_id: nil, ownership_percentage: nil, title: nil, request_options: {})
       #   @param parent_legal_entity_id [String] The ID of the parent legal entity. This must be a business legal entity.
       #
       #   @param relationship_types [Array<Symbol, ModernTreasury::Models::LegalEntityAssociationCreateParams::RelationshipType>]
       #
+      #   @param child_legal_entity [ModernTreasury::Models::ChildLegalEntityCreate] The child legal entity.
+      #
+      #   @param child_legal_entity_id [String] The ID of the child legal entity.
+      #
       #   @param ownership_percentage [Integer, nil] The child entity's ownership percentage iff they are a beneficial owner.
       #
       #   @param title [String, nil] The job title of the child entity at the parent entity.

data/lib/modern_treasury/models/virtual_account_create_params.rb

@@ -62,6 +62,12 @@ module ModernTreasury
       #   @return [ModernTreasury::Models::LedgerAccountCreateRequest, nil]
       optional :ledger_account, -> { ModernTreasury::LedgerAccountCreateRequest }
 
+      # @!attribute ledger_account_id
+      #   The ledger account that you'd like to link to the virtual account.
+      #
+      #   @return [String, nil]
+      optional :ledger_account_id, String
+
       # @!attribute metadata
       #   Additional data represented as key-value pairs. Both the key and value must be
       #   strings.
@@ -82,7 +88,7 @@ module ModernTreasury
       #   @return [String, nil]
       optional :virtual_account_setting_id, String
 
-      # @!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: {})
+      # @!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, ledger_account_id: nil, metadata: nil, routing_details: nil, virtual_account_setting_id: nil, request_options: {})
       #   Some parameter documentations has been truncated, see
       #   {ModernTreasury::Models::VirtualAccountCreateParams} for more details.
       #
@@ -102,6 +108,8 @@ module ModernTreasury
       #
       #   @param ledger_account [ModernTreasury::Models::LedgerAccountCreateRequest] Specifies a ledger account object that will be created with the virtual account.
       #
+      #   @param ledger_account_id [String] The ledger account that you'd like to link to the virtual account.
+      #
       #   @param metadata [Hash{Symbol=>String}] Additional data represented as key-value pairs. Both the key and value must be s
       #
       #   @param routing_details [Array<ModernTreasury::Models::VirtualAccountCreateParams::RoutingDetail>] An array of routing detail objects.

data/lib/modern_treasury/models.rb

@@ -199,8 +199,16 @@ module ModernTreasury
 
   HoldUpdateParams = ModernTreasury::Models::HoldUpdateParams
 
+  Identification = ModernTreasury::Models::Identification
+
+  IdentificationCreateParams = ModernTreasury::Models::IdentificationCreateParams
+
   IdentificationCreateRequest = ModernTreasury::Models::IdentificationCreateRequest
 
+  IdentificationRetrieveParams = ModernTreasury::Models::IdentificationRetrieveParams
+
+  IdentificationUpdateParams = ModernTreasury::Models::IdentificationUpdateParams
+
   IncomingPaymentDetail = ModernTreasury::Models::IncomingPaymentDetail
 
   IncomingPaymentDetailCreateAsyncParams = ModernTreasury::Models::IncomingPaymentDetailCreateAsyncParams

data/lib/modern_treasury/resources/identifications.rb

@@ -0,0 +1,106 @@
+# frozen_string_literal: true
+
+module ModernTreasury
+  module Resources
+    class Identifications
+      # Some parameter documentations has been truncated, see
+      # {ModernTreasury::Models::IdentificationCreateParams} for more details.
+      #
+      # Create an Identification for a Legal Entity.
+      #
+      # @overload create(id_number:, id_type:, legal_entity_id:, documents: nil, expiration_date: nil, issuing_country: nil, issuing_region: nil, request_options: {})
+      #
+      # @param id_number [String] The ID number of identification document.
+      #
+      # @param id_type [Symbol, ModernTreasury::Models::IdentificationCreateParams::IDType] The type of ID number.
+      #
+      # @param legal_entity_id [String] The ID of the Legal Entity the identification belongs to.
+      #
+      # @param documents [Array<ModernTreasury::Models::IdentificationCreateParams::Document>] A list of documents to attach to the identification.
+      #
+      # @param expiration_date [Date, nil] The date when the Identification is no longer considered valid by the issuing au
+      #
+      # @param issuing_country [String, nil] The ISO 3166-1 alpha-2 country code of the country that issued the identificatio
+      #
+      # @param issuing_region [String, nil] The region in which the identifcation was issued.
+      #
+      # @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]
+      #
+      # @return [ModernTreasury::Models::Identification]
+      #
+      # @see ModernTreasury::Models::IdentificationCreateParams
+      def create(params)
+        parsed, options = ModernTreasury::IdentificationCreateParams.dump_request(params)
+        @client.request(
+          method: :post,
+          path: "api/identifications",
+          body: parsed,
+          model: ModernTreasury::Identification,
+          options: options
+        )
+      end
+
+      # Get an existing Identification.
+      #
+      # @overload retrieve(id, request_options: {})
+      #
+      # @param id [String] The id of an existing identification.
+      #
+      # @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]
+      #
+      # @return [ModernTreasury::Models::Identification]
+      #
+      # @see ModernTreasury::Models::IdentificationRetrieveParams
+      def retrieve(id, params = {})
+        @client.request(
+          method: :get,
+          path: ["api/identifications/%1$s", id],
+          model: ModernTreasury::Identification,
+          options: params[:request_options]
+        )
+      end
+
+      # Some parameter documentations has been truncated, see
+      # {ModernTreasury::Models::IdentificationUpdateParams} for more details.
+      #
+      # Update an existing Identification.
+      #
+      # @overload update(id, expiration_date: nil, id_number: nil, id_type: nil, issuing_country: nil, issuing_region: nil, request_options: {})
+      #
+      # @param id [String] The id of an existing identification.
+      #
+      # @param expiration_date [Date, nil] The date when the Identification is no longer considered valid by the issuing au
+      #
+      # @param id_number [String] The ID number of identification document.
+      #
+      # @param id_type [Symbol, ModernTreasury::Models::IdentificationUpdateParams::IDType] The type of ID number.
+      #
+      # @param issuing_country [String, nil] The ISO 3166-1 alpha-2 country code of the country that issued the identificatio
+      #
+      # @param issuing_region [String, nil] The region in which the identifcation was issued.
+      #
+      # @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]
+      #
+      # @return [ModernTreasury::Models::Identification]
+      #
+      # @see ModernTreasury::Models::IdentificationUpdateParams
+      def update(id, params = {})
+        parsed, options = ModernTreasury::IdentificationUpdateParams.dump_request(params)
+        @client.request(
+          method: :patch,
+          path: ["api/identifications/%1$s", id],
+          body: parsed,
+          model: ModernTreasury::Identification,
+          options: options
+        )
+      end
+
+      # @api private
+      #
+      # @param client [ModernTreasury::Client]
+      def initialize(client:)
+        @client = client
+      end
+    end
+  end
+end

data/lib/modern_treasury/resources/internal_accounts.rb

@@ -84,7 +84,7 @@ module ModernTreasury
       #
       # update internal account
       #
-      # @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: {})
+      # @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, party_address: nil, status: nil, request_options: {})
       #
       # @param id [String] Unique identifier for the account.
       #
@@ -102,6 +102,8 @@ module ModernTreasury
       #
       # @param parent_account_id [String] The parent internal account for this account.
       #
+      # @param party_address [ModernTreasury::Models::AddressRequest] The address associated with the owner of the internal account. Updating this val
+      #
       # @param status [Symbol, ModernTreasury::Models::InternalAccountUpdateParams::Status] Requests closure of the internal account. The resulting status may be `closed` f
       #
       # @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]

data/lib/modern_treasury/resources/legal_entity_associations.rb

@@ -5,14 +5,16 @@ module ModernTreasury
     class LegalEntityAssociations
       # Add an associated legal entity to a business legal entity.
       #
-      # @overload create(child_legal_entity_id:, parent_legal_entity_id:, relationship_types:, ownership_percentage: nil, title: nil, request_options: {})
-      #
-      # @param child_legal_entity_id [String] The ID of the child legal entity.
+      # @overload create(parent_legal_entity_id:, relationship_types:, child_legal_entity: nil, child_legal_entity_id: nil, ownership_percentage: nil, title: nil, request_options: {})
       #
       # @param parent_legal_entity_id [String] The ID of the parent legal entity. This must be a business legal entity.
       #
       # @param relationship_types [Array<Symbol, ModernTreasury::Models::LegalEntityAssociationCreateParams::RelationshipType>]
       #
+      # @param child_legal_entity [ModernTreasury::Models::ChildLegalEntityCreate] The child legal entity.
+      #
+      # @param child_legal_entity_id [String] The ID of the child legal entity.
+      #
       # @param ownership_percentage [Integer, nil] The child entity's ownership percentage iff they are a beneficial owner.
       #
       # @param title [String, nil] The job title of the child entity at the parent entity.

data/lib/modern_treasury/resources/virtual_accounts.rb

@@ -8,7 +8,7 @@ module ModernTreasury
       #
       # create virtual_account
       #
-      # @overload create(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: {})
+      # @overload create(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, ledger_account_id: nil, metadata: nil, routing_details: nil, virtual_account_setting_id: nil, request_options: {})
       #
       # @param internal_account_id [String] The ID of the internal account that this virtual account is associated with.
       #
@@ -26,6 +26,8 @@ module ModernTreasury
       #
       # @param ledger_account [ModernTreasury::Models::LedgerAccountCreateRequest] Specifies a ledger account object that will be created with the virtual account.
       #
+      # @param ledger_account_id [String] The ledger account that you'd like to link to the virtual account.
+      #
       # @param metadata [Hash{Symbol=>String}] Additional data represented as key-value pairs. Both the key and value must be s
       #
       # @param routing_details [Array<ModernTreasury::Models::VirtualAccountCreateParams::RoutingDetail>] An array of routing detail objects.

data/lib/modern_treasury/version.rb

@@ -1,5 +1,5 @@
 # frozen_string_literal: true
 
 module ModernTreasury
-  VERSION = "0.29.2"
+  VERSION = "0.30.0"
 end

data/lib/modern_treasury.rb

@@ -138,7 +138,11 @@ require_relative "modern_treasury/models/hold_retrieve_params"
 require_relative "modern_treasury/models/hold_retrieve_response"
 require_relative "modern_treasury/models/hold_update_params"
 require_relative "modern_treasury/models/hold_update_response"
+require_relative "modern_treasury/models/identification"
+require_relative "modern_treasury/models/identification_create_params"
 require_relative "modern_treasury/models/identification_create_request"
+require_relative "modern_treasury/models/identification_retrieve_params"
+require_relative "modern_treasury/models/identification_update_params"
 require_relative "modern_treasury/models/incoming_payment_detail"
 require_relative "modern_treasury/models/incoming_payment_detail_create_async_params"
 require_relative "modern_treasury/models/incoming_payment_detail_list_params"
@@ -329,6 +333,7 @@ require_relative "modern_treasury/resources/expected_payments"
 require_relative "modern_treasury/resources/external_accounts"
 require_relative "modern_treasury/resources/foreign_exchange_quotes"
 require_relative "modern_treasury/resources/holds"
+require_relative "modern_treasury/resources/identifications"
 require_relative "modern_treasury/resources/incoming_payment_details"
 require_relative "modern_treasury/resources/internal_accounts"
 require_relative "modern_treasury/resources/internal_accounts/balance_reports"

data/rbi/modern_treasury/client.rbi

@@ -142,6 +142,9 @@ module ModernTreasury
     sig { returns(ModernTreasury::Resources::VirtualAccountSettings) }
     attr_reader :virtual_account_settings
 
+    sig { returns(ModernTreasury::Resources::Identifications) }
+    attr_reader :identifications
+
     # A test endpoint often used to confirm credentials and headers are being passed
     # in correctly.
     sig do