modern_treasury 0.9.0 → 0.11.0

checksums.yaml

@@ -1,7 +1,7 @@
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data/CHANGELOG.md

@@ -1,5 +1,34 @@
 # Changelog
 
+## 0.11.0 (2025-11-06)
+
+Full Changelog: [v0.10.0...v0.11.0](https://github.com/Modern-Treasury/modern-treasury-ruby/compare/v0.10.0...v0.11.0)
+
+### Features
+
+* **api:** api update ([f4da9a6](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/f4da9a6d0b24404df268a58b2a5e26053c7b82fa))
+* **api:** manual updates ([ae6a6be](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/ae6a6bee005c5c7a84d23fefdd8659d238ca6d70))
+
+## 0.10.0 (2025-11-05)
+
+Full Changelog: [v0.9.0...v0.10.0](https://github.com/Modern-Treasury/modern-treasury-ruby/compare/v0.9.0...v0.10.0)
+
+### Features
+
+* **api:** api update ([7fb1734](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/7fb17347c1b30ac236a1a4df294f5b49adc6647b))
+* **api:** api update ([f5d639f](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/f5d639f577bbe973d2a299282bee8815f9311aa3))
+
+
+### Bug Fixes
+
+* better thread safety via early initializing SSL store during HTTP client creation ([a56afe6](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/a56afe6e3ad81b5baabd7e1f225341a68752a0cc))
+
+
+### Chores
+
+* **client:** send user-agent header ([3301d2f](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/3301d2f2b166f302c29ab5038708aed0f9ca325e))
+* **internal:** codegen related update ([7f3208e](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/7f3208e35064166fe4e49217c0701d5325e9f057))
+
 ## 0.9.0 (2025-10-23)
 
 Full Changelog: [v0.8.0...v0.9.0](https://github.com/Modern-Treasury/modern-treasury-ruby/compare/v0.8.0...v0.9.0)

data/README.md

@@ -15,7 +15,7 @@ To use this gem, install via Bundler by adding the following to your application
 <!-- x-release-please-start-version -->
 
 ```ruby
-gem "modern_treasury", "~> 0.9.0"
+gem "modern_treasury", "~> 0.11.0"
 ```
 
 <!-- x-release-please-end -->

data/lib/modern_treasury/client.rb

@@ -126,6 +126,15 @@ module ModernTreasury
     # @return [ModernTreasury::Resources::PaymentActions]
     attr_reader :payment_actions
 
+    # @return [ModernTreasury::Resources::JournalEntries]
+    attr_reader :journal_entries
+
+    # @return [ModernTreasury::Resources::JournalReports]
+    attr_reader :journal_reports
+
+    # @return [ModernTreasury::Resources::Holds]
+    attr_reader :holds
+
     # A test endpoint often used to confirm credentials and headers are being passed
     # in correctly.
     #
@@ -240,6 +249,9 @@ module ModernTreasury
       @legal_entities = ModernTreasury::Resources::LegalEntities.new(client: self)
       @legal_entity_associations = ModernTreasury::Resources::LegalEntityAssociations.new(client: self)
       @payment_actions = ModernTreasury::Resources::PaymentActions.new(client: self)
+      @journal_entries = ModernTreasury::Resources::JournalEntries.new(client: self)
+      @journal_reports = ModernTreasury::Resources::JournalReports.new(client: self)
+      @holds = ModernTreasury::Resources::Holds.new(client: self)
     end
   end
 end

data/lib/modern_treasury/internal/transport/base_client.rb

@@ -201,7 +201,8 @@ module ModernTreasury
             self.class::PLATFORM_HEADERS,
             {
               "accept" => "application/json",
-              "content-type" => "application/json"
+              "content-type" => "application/json",
+              "user-agent" => user_agent
             },
             headers
           )
@@ -219,6 +220,11 @@ module ModernTreasury
         # @return [Hash{String=>String}]
         private def auth_headers = {}
 
+        # @api private
+        #
+        # @return [String]
+        private def user_agent = "#{self.class.name}/Ruby #{ModernTreasury::VERSION}"
+
         # @api private
         #
         # @return [String]

data/lib/modern_treasury/internal/transport/pooled_net_requester.rb

@@ -16,10 +16,11 @@ module ModernTreasury
         class << self
           # @api private
           #
+          # @param cert_store [OpenSSL::X509::Store]
           # @param url [URI::Generic]
           #
           # @return [Net::HTTP]
-          def connect(url)
+          def connect(cert_store:, url:)
             port =
               case [url.port, url.scheme]
               in [Integer, _]
@@ -33,6 +34,8 @@ module ModernTreasury
             Net::HTTP.new(url.host, port).tap do
               _1.use_ssl = %w[https wss].include?(url.scheme)
               _1.max_retries = 0
+
+              (_1.cert_store = cert_store) if _1.use_ssl?
             end
           end
 
@@ -102,7 +105,7 @@ module ModernTreasury
           pool =
             @mutex.synchronize do
               @pools[origin] ||= ConnectionPool.new(size: @size) do
-                self.class.connect(url)
+                self.class.connect(cert_store: @cert_store, url: url)
               end
             end
 
@@ -192,6 +195,7 @@ module ModernTreasury
         def initialize(size: self.class::DEFAULT_MAX_CONNECTIONS)
           @mutex = Mutex.new
           @size = size
+          @cert_store = OpenSSL::X509::Store.new.tap(&:set_default_paths)
           @pools = {}
         end
 

data/lib/modern_treasury/models/counterparty_create_params.rb

@@ -13,12 +13,6 @@ module ModernTreasury
       #   @return [String, nil]
       required :name, String, nil?: true
 
-      # @!attribute body_external_id
-      #   An optional user-defined 180 character unique identifier.
-      #
-      #   @return [String, nil]
-      optional :body_external_id, String, api_name: :external_id, nil?: true
-
       # @!attribute accounting
       #   @deprecated
       #
@@ -38,6 +32,12 @@ module ModernTreasury
       #   @return [String, nil]
       optional :email, String, nil?: true
 
+      # @!attribute external_id
+      #   An optional user-defined 180 character unique identifier.
+      #
+      #   @return [String, nil]
+      optional :external_id, String, nil?: true
+
       # @!attribute ledger_type
       #   @deprecated
       #
@@ -86,20 +86,20 @@ module ModernTreasury
       #   @return [String, nil]
       optional :verification_status, String
 
-      # @!method initialize(name:, body_external_id: nil, accounting: nil, accounts: nil, email: nil, ledger_type: nil, legal_entity: nil, legal_entity_id: nil, metadata: nil, send_remittance_advice: nil, taxpayer_identifier: nil, verification_status: nil, request_options: {})
+      # @!method initialize(name:, accounting: nil, accounts: nil, email: nil, external_id: nil, ledger_type: nil, legal_entity: nil, legal_entity_id: nil, metadata: nil, send_remittance_advice: nil, taxpayer_identifier: nil, verification_status: nil, request_options: {})
       #   Some parameter documentations has been truncated, see
       #   {ModernTreasury::Models::CounterpartyCreateParams} for more details.
       #
       #   @param name [String, nil] A human friendly name for this counterparty.
       #
-      #   @param body_external_id [String, nil] An optional user-defined 180 character unique identifier.
-      #
       #   @param accounting [ModernTreasury::Models::CounterpartyCreateParams::Accounting]
       #
       #   @param accounts [Array<ModernTreasury::Models::CounterpartyCreateParams::Account>] The accounts for this counterparty.
       #
       #   @param email [String, nil] The counterparty's email.
       #
+      #   @param external_id [String, nil] An optional user-defined 180 character unique identifier.
+      #
       #   @param ledger_type [Symbol, ModernTreasury::Models::CounterpartyCreateParams::LedgerType] An optional type to auto-sync the counterparty to your ledger. Either `customer`
       #
       #   @param legal_entity [ModernTreasury::Models::CounterpartyCreateParams::LegalEntity]

data/lib/modern_treasury/models/external_account_create_params.rb

@@ -12,12 +12,6 @@ module ModernTreasury
       #   @return [String, nil]
       required :counterparty_id, String, nil?: true
 
-      # @!attribute body_external_id
-      #   An optional user-defined 180 character unique identifier.
-      #
-      #   @return [String, nil]
-      optional :body_external_id, String, api_name: :external_id, nil?: true
-
       # @!attribute account_details
       #
       #   @return [Array<ModernTreasury::Models::ExternalAccountCreateParams::AccountDetail>, nil]
@@ -36,6 +30,12 @@ module ModernTreasury
       optional :contact_details,
                -> { ModernTreasury::Internal::Type::ArrayOf[ModernTreasury::ContactDetailCreateRequest] }
 
+      # @!attribute external_id
+      #   An optional user-defined 180 character unique identifier.
+      #
+      #   @return [String, nil]
+      optional :external_id, String, nil?: true
+
       # @!attribute ledger_account
       #   Specifies a ledger account object that will be created with the external
       #   account. The resulting ledger account is linked to the external account for
@@ -96,20 +96,20 @@ module ModernTreasury
       optional :routing_details,
                -> { ModernTreasury::Internal::Type::ArrayOf[ModernTreasury::ExternalAccountCreateParams::RoutingDetail] }
 
-      # @!method initialize(counterparty_id:, body_external_id: nil, account_details: nil, account_type: nil, contact_details: nil, ledger_account: nil, metadata: nil, name: nil, party_address: nil, party_identifier: nil, party_name: nil, party_type: nil, plaid_processor_token: nil, routing_details: nil, request_options: {})
+      # @!method initialize(counterparty_id:, account_details: nil, account_type: nil, contact_details: nil, external_id: nil, ledger_account: nil, metadata: nil, name: nil, party_address: nil, party_identifier: nil, party_name: nil, party_type: nil, plaid_processor_token: nil, routing_details: nil, request_options: {})
       #   Some parameter documentations has been truncated, see
       #   {ModernTreasury::Models::ExternalAccountCreateParams} for more details.
       #
       #   @param counterparty_id [String, nil]
       #
-      #   @param body_external_id [String, nil] An optional user-defined 180 character unique identifier.
-      #
       #   @param account_details [Array<ModernTreasury::Models::ExternalAccountCreateParams::AccountDetail>]
       #
       #   @param account_type [Symbol, ModernTreasury::Models::ExternalAccountType] Can be `checking`, `savings` or `other`.
       #
       #   @param contact_details [Array<ModernTreasury::Models::ContactDetailCreateRequest>]
       #
+      #   @param external_id [String, nil] An optional user-defined 180 character unique identifier.
+      #
       #   @param ledger_account [ModernTreasury::Models::LedgerAccountCreateRequest] Specifies a ledger account object that will be created with the external account
       #
       #   @param metadata [Hash{Symbol=>String}] Additional data represented as key-value pairs. Both the key and value must be s

data/lib/modern_treasury/models/hold_create_params.rb

@@ -0,0 +1,74 @@
+# frozen_string_literal: true
+
+module ModernTreasury
+  module Models
+    # @see ModernTreasury::Resources::Holds#create
+    class HoldCreateParams < ModernTreasury::Internal::Type::BaseModel
+      extend ModernTreasury::Internal::Type::RequestParameters::Converter
+      include ModernTreasury::Internal::Type::RequestParameters
+
+      # @!attribute status
+      #   The status of the hold
+      #
+      #   @return [Symbol, ModernTreasury::Models::HoldCreateParams::Status]
+      required :status, enum: -> { ModernTreasury::HoldCreateParams::Status }
+
+      # @!attribute target_id
+      #   The ID of the target to hold
+      #
+      #   @return [String]
+      required :target_id, String
+
+      # @!attribute target_type
+      #   The type of target to hold
+      #
+      #   @return [Symbol, ModernTreasury::Models::HoldCreateParams::TargetType]
+      required :target_type, enum: -> { ModernTreasury::HoldCreateParams::TargetType }
+
+      # @!attribute metadata
+      #   Additional metadata for the hold
+      #
+      #   @return [Hash{Symbol=>String}, nil]
+      optional :metadata, ModernTreasury::Internal::Type::HashOf[String], nil?: true
+
+      # @!attribute reason
+      #   The reason for the hold
+      #
+      #   @return [String, nil]
+      optional :reason, String, nil?: true
+
+      # @!method initialize(status:, target_id:, target_type:, metadata: nil, reason: nil, request_options: {})
+      #   @param status [Symbol, ModernTreasury::Models::HoldCreateParams::Status] The status of the hold
+      #
+      #   @param target_id [String] The ID of the target to hold
+      #
+      #   @param target_type [Symbol, ModernTreasury::Models::HoldCreateParams::TargetType] The type of target to hold
+      #
+      #   @param metadata [Hash{Symbol=>String}, nil] Additional metadata for the hold
+      #
+      #   @param reason [String, nil] The reason for the hold
+      #
+      #   @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}]
+
+      # The status of the hold
+      module Status
+        extend ModernTreasury::Internal::Type::Enum
+
+        ACTIVE = :active
+
+        # @!method self.values
+        #   @return [Array<Symbol>]
+      end
+
+      # The type of target to hold
+      module TargetType
+        extend ModernTreasury::Internal::Type::Enum
+
+        PAYMENT_ORDER = :payment_order
+
+        # @!method self.values
+        #   @return [Array<Symbol>]
+      end
+    end
+  end
+end

data/lib/modern_treasury/models/hold_create_response.rb

@@ -0,0 +1,143 @@
+# frozen_string_literal: true
+
+module ModernTreasury
+  module Models
+    # @see ModernTreasury::Resources::Holds#create
+    class HoldCreateResponse < ModernTreasury::Internal::Type::BaseModel
+      # @!attribute id
+      #
+      #   @return [String]
+      required :id, String
+
+      # @!attribute created_at
+      #
+      #   @return [Time]
+      required :created_at, Time
+
+      # @!attribute object
+      #   The type of object
+      #
+      #   @return [Symbol, ModernTreasury::Models::HoldCreateResponse::Object]
+      required :object, enum: -> { ModernTreasury::Models::HoldCreateResponse::Object }
+
+      # @!attribute status
+      #   The status of the hold
+      #
+      #   @return [Symbol, ModernTreasury::Models::HoldCreateResponse::Status]
+      required :status, enum: -> { ModernTreasury::Models::HoldCreateResponse::Status }
+
+      # @!attribute target_id
+      #   The ID of the target being held
+      #
+      #   @return [String]
+      required :target_id, String
+
+      # @!attribute target_type
+      #   The type of target being held
+      #
+      #   @return [Symbol, ModernTreasury::Models::HoldCreateResponse::TargetType]
+      required :target_type, enum: -> { ModernTreasury::Models::HoldCreateResponse::TargetType }
+
+      # @!attribute updated_at
+      #
+      #   @return [Time]
+      required :updated_at, Time
+
+      # @!attribute live_mode
+      #   This field will be true if this object exists in the live environment or false
+      #   if it exists in the test environment.
+      #
+      #   @return [Boolean, nil]
+      optional :live_mode, ModernTreasury::Internal::Type::Boolean
+
+      # @!attribute metadata
+      #   Additional metadata for the hold
+      #
+      #   @return [Hash{Symbol=>String}, nil]
+      optional :metadata, ModernTreasury::Internal::Type::HashOf[String], nil?: true
+
+      # @!attribute reason
+      #   The reason for the hold
+      #
+      #   @return [String, nil]
+      optional :reason, String, nil?: true
+
+      # @!attribute resolution
+      #   The resolution of the hold
+      #
+      #   @return [String, nil]
+      optional :resolution, String, nil?: true
+
+      # @!attribute resolved_at
+      #   When the hold was resolved
+      #
+      #   @return [Time, nil]
+      optional :resolved_at, Time, nil?: true
+
+      # @!method initialize(id:, created_at:, object:, status:, target_id:, target_type:, updated_at:, live_mode: nil, metadata: nil, reason: nil, resolution: nil, resolved_at: nil)
+      #   Some parameter documentations has been truncated, see
+      #   {ModernTreasury::Models::HoldCreateResponse} for more details.
+      #
+      #   @param id [String]
+      #
+      #   @param created_at [Time]
+      #
+      #   @param object [Symbol, ModernTreasury::Models::HoldCreateResponse::Object] The type of object
+      #
+      #   @param status [Symbol, ModernTreasury::Models::HoldCreateResponse::Status] The status of the hold
+      #
+      #   @param target_id [String] The ID of the target being held
+      #
+      #   @param target_type [Symbol, ModernTreasury::Models::HoldCreateResponse::TargetType] The type of target being held
+      #
+      #   @param updated_at [Time]
+      #
+      #   @param live_mode [Boolean] This field will be true if this object exists in the live environment or false i
+      #
+      #   @param metadata [Hash{Symbol=>String}, nil] Additional metadata for the hold
+      #
+      #   @param reason [String, nil] The reason for the hold
+      #
+      #   @param resolution [String, nil] The resolution of the hold
+      #
+      #   @param resolved_at [Time, nil] When the hold was resolved
+
+      # The type of object
+      #
+      # @see ModernTreasury::Models::HoldCreateResponse#object
+      module Object
+        extend ModernTreasury::Internal::Type::Enum
+
+        HOLD = :hold
+
+        # @!method self.values
+        #   @return [Array<Symbol>]
+      end
+
+      # The status of the hold
+      #
+      # @see ModernTreasury::Models::HoldCreateResponse#status
+      module Status
+        extend ModernTreasury::Internal::Type::Enum
+
+        ACTIVE = :active
+        RESOLVED = :resolved
+
+        # @!method self.values
+        #   @return [Array<Symbol>]
+      end
+
+      # The type of target being held
+      #
+      # @see ModernTreasury::Models::HoldCreateResponse#target_type
+      module TargetType
+        extend ModernTreasury::Internal::Type::Enum
+
+        PAYMENT_ORDER = :payment_order
+
+        # @!method self.values
+        #   @return [Array<Symbol>]
+      end
+    end
+  end
+end

data/lib/modern_treasury/models/hold_list_params.rb

@@ -0,0 +1,89 @@
+# frozen_string_literal: true
+
+module ModernTreasury
+  module Models
+    # @see ModernTreasury::Resources::Holds#list
+    class HoldListParams < ModernTreasury::Internal::Type::BaseModel
+      extend ModernTreasury::Internal::Type::RequestParameters::Converter
+      include ModernTreasury::Internal::Type::RequestParameters
+
+      # @!attribute after_cursor
+      #
+      #   @return [String, nil]
+      optional :after_cursor, String, nil?: true
+
+      # @!attribute metadata
+      #   For example, if you want to query for records with metadata key `Type` and value
+      #   `Loan`, the query would be `metadata%5BType%5D=Loan`. This encodes the query
+      #   parameters.
+      #
+      #   @return [Hash{Symbol=>String}, nil]
+      optional :metadata, ModernTreasury::Internal::Type::HashOf[String]
+
+      # @!attribute per_page
+      #
+      #   @return [Integer, nil]
+      optional :per_page, Integer
+
+      # @!attribute status
+      #   Translation missing: en.openapi.descriptions.payment_order.query_params.status
+      #
+      #   @return [Symbol, ModernTreasury::Models::HoldListParams::Status, nil]
+      optional :status, enum: -> { ModernTreasury::HoldListParams::Status }, nil?: true
+
+      # @!attribute target_id
+      #   Translation missing:
+      #   en.openapi.descriptions.payment_order.query_params.target_id
+      #
+      #   @return [String, nil]
+      optional :target_id, String, nil?: true
+
+      # @!attribute target_type
+      #   Translation missing:
+      #   en.openapi.descriptions.payment_order.query_params.target_type
+      #
+      #   @return [Symbol, ModernTreasury::Models::HoldListParams::TargetType, nil]
+      optional :target_type, enum: -> { ModernTreasury::HoldListParams::TargetType }, nil?: true
+
+      # @!method initialize(after_cursor: nil, metadata: nil, per_page: nil, status: nil, target_id: nil, target_type: nil, request_options: {})
+      #   Some parameter documentations has been truncated, see
+      #   {ModernTreasury::Models::HoldListParams} for more details.
+      #
+      #   @param after_cursor [String, nil]
+      #
+      #   @param metadata [Hash{Symbol=>String}] For example, if you want to query for records with metadata key `Type` and value
+      #
+      #   @param per_page [Integer]
+      #
+      #   @param status [Symbol, ModernTreasury::Models::HoldListParams::Status, nil] Translation missing: en.openapi.descriptions.payment_order.query_params.status
+      #
+      #   @param target_id [String, nil] Translation missing: en.openapi.descriptions.payment_order.query_params.target_i
+      #
+      #   @param target_type [Symbol, ModernTreasury::Models::HoldListParams::TargetType, nil] Translation missing: en.openapi.descriptions.payment_order.query_params.target_t
+      #
+      #   @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}]
+
+      # Translation missing: en.openapi.descriptions.payment_order.query_params.status
+      module Status
+        extend ModernTreasury::Internal::Type::Enum
+
+        ACTIVE = :active
+        RESOLVED = :resolved
+
+        # @!method self.values
+        #   @return [Array<Symbol>]
+      end
+
+      # Translation missing:
+      # en.openapi.descriptions.payment_order.query_params.target_type
+      module TargetType
+        extend ModernTreasury::Internal::Type::Enum
+
+        PAYMENT_ORDER = :payment_order
+
+        # @!method self.values
+        #   @return [Array<Symbol>]
+      end
+    end
+  end
+end