modern_treasury 0.12.0 → 0.13.0

checksums.yaml

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

@@ -1,5 +1,24 @@
 # Changelog
 
+## 0.13.0 (2026-01-13)
+
+Full Changelog: [v0.12.0...v0.13.0](https://github.com/Modern-Treasury/modern-treasury-ruby/compare/v0.12.0...v0.13.0)
+
+### Features
+
+* **api:** api update ([890a2c0](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/890a2c0dc9e13239c715248cdb9879de929f3a09))
+* **api:** api update ([09809bd](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/09809bd5b85d46cbb6628dc89b511bd64c86e13f))
+* **api:** api update ([72e1a41](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/72e1a4120713c8ccf8c939f44dfe464f72f07421))
+* **api:** manual updates ([880384c](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/880384c078001955b7a212428b778e268e3951eb))
+* **api:** manual updates ([4ad7e5e](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/4ad7e5e51421daab7f22213c7db308a66a5ec237))
+* **api:** manual updates ([2f1b2b4](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/2f1b2b459967c9d6ae3ebfc98ca74f700ee55f09))
+
+
+### Chores
+
+* **internal:** codegen related update ([a56b7f7](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/a56b7f7a83e76478ac7f7c63215ea67a5cd3a8e0))
+* move `cgi` into dependencies for ruby 4 ([be7d7af](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/be7d7afbdce631face87e0b5c27a0d65539f32e6))
+
 ## 0.12.0 (2026-01-07)
 
 Full Changelog: [v0.11.0...v0.12.0](https://github.com/Modern-Treasury/modern-treasury-ruby/compare/v0.11.0...v0.12.0)

data/README.md

@@ -24,7 +24,7 @@ To use this gem, install via Bundler by adding the following to your application
 <!-- x-release-please-start-version -->
 
 ```ruby
-gem "modern_treasury", "~> 0.12.0"
+gem "modern_treasury", "~> 0.13.0"
 ```
 
 <!-- x-release-please-end -->
@@ -82,24 +82,24 @@ require "pathname"
 
 # Use `Pathname` to send the filename and/or avoid paging a large file into memory:
 document = modern_treasury.documents.create(
+  file: Pathname("my/file.txt"),
   documentable_id: "24c6b7a3-02...",
-  documentable_type: "counterparties",
-  file: Pathname("my/file.txt")
+  documentable_type: "counterparties"
 )
 
 # Alternatively, pass file contents or a `StringIO` directly:
 document = modern_treasury.documents.create(
+  file: File.read("my/file.txt"),
   documentable_id: "24c6b7a3-02...",
-  documentable_type: "counterparties",
-  file: File.read("my/file.txt")
+  documentable_type: "counterparties"
 )
 
 # Or, to control the filename and/or content type:
 file = ModernTreasury::FilePart.new(File.read("my/file.txt"), filename: "my/file.txt", content_type: "…")
 document = modern_treasury.documents.create(
+  file: file,
   documentable_id: "24c6b7a3-02...",
-  documentable_type: "counterparties",
-  file: file
+  documentable_type: "counterparties"
 )
 
 puts(document.id)

data/lib/modern_treasury/models/document.rb

@@ -34,16 +34,16 @@ module ModernTreasury
       # @!attribute documentable_id
       #   The unique identifier for the associated object.
       #
-      #   @return [String]
-      required :documentable_id, String
+      #   @return [String, nil]
+      required :documentable_id, String, nil?: true
 
       # @!attribute documentable_type
       #   The type of the associated object. Currently can be one of `payment_order`,
       #   `transaction`, `expected_payment`, `counterparty`, `organization`, `case`,
       #   `internal_account`, `decision`, or `external_account`.
       #
-      #   @return [Symbol, ModernTreasury::Models::Document::DocumentableType]
-      required :documentable_type, enum: -> { ModernTreasury::Document::DocumentableType }
+      #   @return [Symbol, ModernTreasury::Models::Document::DocumentableType, nil]
+      required :documentable_type, enum: -> { ModernTreasury::Document::DocumentableType }, nil?: true
 
       # @!attribute file
       #
@@ -87,9 +87,9 @@ module ModernTreasury
       #
       #   @param document_type [String, nil] A category given to the document, can be `null`.
       #
-      #   @param documentable_id [String] The unique identifier for the associated object.
+      #   @param documentable_id [String, nil] The unique identifier for the associated object.
       #
-      #   @param documentable_type [Symbol, ModernTreasury::Models::Document::DocumentableType] The type of the associated object. Currently can be one of `payment_order`, `tra
+      #   @param documentable_type [Symbol, ModernTreasury::Models::Document::DocumentableType, nil] The type of the associated object. Currently can be one of `payment_order`, `tra
       #
       #   @param file [ModernTreasury::Models::Document::File]
       #
@@ -173,16 +173,17 @@ module ModernTreasury
       module DocumentableType
         extend ModernTreasury::Internal::Type::Enum
 
+        CONNECTION = :connection
         COUNTERPARTY = :counterparty
         EXPECTED_PAYMENT = :expected_payment
         EXTERNAL_ACCOUNT = :external_account
         IDENTIFICATION = :identification
         INCOMING_PAYMENT_DETAIL = :incoming_payment_detail
         INTERNAL_ACCOUNT = :internal_account
+        LEGAL_ENTITY = :legal_entity
         ORGANIZATION = :organization
         PAYMENT_ORDER = :payment_order
         TRANSACTION = :transaction
-        CONNECTION = :connection
 
         # @!method self.values
         #   @return [Array<Symbol>]

data/lib/modern_treasury/models/document_create_params.rb

@@ -7,17 +7,6 @@ module ModernTreasury
       extend ModernTreasury::Internal::Type::RequestParameters::Converter
       include ModernTreasury::Internal::Type::RequestParameters
 
-      # @!attribute documentable_id
-      #   The unique identifier for the associated object.
-      #
-      #   @return [String]
-      required :documentable_id, String
-
-      # @!attribute documentable_type
-      #
-      #   @return [Symbol, ModernTreasury::Models::DocumentCreateParams::DocumentableType]
-      required :documentable_type, enum: -> { ModernTreasury::DocumentCreateParams::DocumentableType }
-
       # @!attribute file
       #
       #   @return [Pathname, StringIO, IO, String, ModernTreasury::FilePart]
@@ -29,30 +18,42 @@ module ModernTreasury
       #   @return [String, nil]
       optional :document_type, String
 
-      # @!method initialize(documentable_id:, documentable_type:, file:, document_type: nil, request_options: {})
-      #   @param documentable_id [String] The unique identifier for the associated object.
+      # @!attribute documentable_id
+      #   The unique identifier for the associated object.
       #
-      #   @param documentable_type [Symbol, ModernTreasury::Models::DocumentCreateParams::DocumentableType]
+      #   @return [String, nil]
+      optional :documentable_id, String
+
+      # @!attribute documentable_type
       #
+      #   @return [Symbol, ModernTreasury::Models::DocumentCreateParams::DocumentableType, nil]
+      optional :documentable_type, enum: -> { ModernTreasury::DocumentCreateParams::DocumentableType }
+
+      # @!method initialize(file:, document_type: nil, documentable_id: nil, documentable_type: nil, request_options: {})
       #   @param file [Pathname, StringIO, IO, String, ModernTreasury::FilePart]
       #
       #   @param document_type [String] A category given to the document, can be `null`.
       #
+      #   @param documentable_id [String] The unique identifier for the associated object.
+      #
+      #   @param documentable_type [Symbol, ModernTreasury::Models::DocumentCreateParams::DocumentableType]
+      #
       #   @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}]
 
       module DocumentableType
         extend ModernTreasury::Internal::Type::Enum
 
+        CONNECTIONS = :connections
         COUNTERPARTIES = :counterparties
         EXPECTED_PAYMENTS = :expected_payments
         EXTERNAL_ACCOUNTS = :external_accounts
         IDENTIFICATIONS = :identifications
         INCOMING_PAYMENT_DETAILS = :incoming_payment_details
         INTERNAL_ACCOUNTS = :internal_accounts
+        LEGAL_ENTITIES = :legal_entities
         ORGANIZATIONS = :organizations
         PAYMENT_ORDERS = :payment_orders
         TRANSACTIONS = :transactions
-        CONNECTIONS = :connections
 
         # @!method self.values
         #   @return [Array<Symbol>]

data/lib/modern_treasury/models/document_list_params.rb

@@ -51,16 +51,17 @@ module ModernTreasury
       module DocumentableType
         extend ModernTreasury::Internal::Type::Enum
 
+        CONNECTIONS = :connections
         COUNTERPARTIES = :counterparties
         EXPECTED_PAYMENTS = :expected_payments
         EXTERNAL_ACCOUNTS = :external_accounts
         IDENTIFICATIONS = :identifications
         INCOMING_PAYMENT_DETAILS = :incoming_payment_details
         INTERNAL_ACCOUNTS = :internal_accounts
+        LEGAL_ENTITIES = :legal_entities
         ORGANIZATIONS = :organizations
         PAYMENT_ORDERS = :payment_orders
         TRANSACTIONS = :transactions
-        CONNECTIONS = :connections
 
         # @!method self.values
         #   @return [Array<Symbol>]

data/lib/modern_treasury/models/payment_order_create_params.rb

@@ -430,18 +430,6 @@ module ModernTreasury
       end
 
       class Document < ModernTreasury::Internal::Type::BaseModel
-        # @!attribute documentable_id
-        #   The unique identifier for the associated object.
-        #
-        #   @return [String]
-        required :documentable_id, String
-
-        # @!attribute documentable_type
-        #
-        #   @return [Symbol, ModernTreasury::Models::PaymentOrderCreateParams::Document::DocumentableType]
-        required :documentable_type,
-                 enum: -> { ModernTreasury::PaymentOrderCreateParams::Document::DocumentableType }
-
         # @!attribute file
         #
         #   @return [Pathname, StringIO, IO, String, ModernTreasury::FilePart]
@@ -453,29 +441,42 @@ module ModernTreasury
         #   @return [String, nil]
         optional :document_type, String
 
-        # @!method initialize(documentable_id:, documentable_type:, file:, document_type: nil)
-        #   @param documentable_id [String] The unique identifier for the associated object.
+        # @!attribute documentable_id
+        #   The unique identifier for the associated object.
         #
-        #   @param documentable_type [Symbol, ModernTreasury::Models::PaymentOrderCreateParams::Document::DocumentableType]
+        #   @return [String, nil]
+        optional :documentable_id, String
+
+        # @!attribute documentable_type
         #
+        #   @return [Symbol, ModernTreasury::Models::PaymentOrderCreateParams::Document::DocumentableType, nil]
+        optional :documentable_type,
+                 enum: -> { ModernTreasury::PaymentOrderCreateParams::Document::DocumentableType }
+
+        # @!method initialize(file:, document_type: nil, documentable_id: nil, documentable_type: nil)
         #   @param file [Pathname, StringIO, IO, String, ModernTreasury::FilePart]
         #
         #   @param document_type [String] A category given to the document, can be `null`.
+        #
+        #   @param documentable_id [String] The unique identifier for the associated object.
+        #
+        #   @param documentable_type [Symbol, ModernTreasury::Models::PaymentOrderCreateParams::Document::DocumentableType]
 
         # @see ModernTreasury::Models::PaymentOrderCreateParams::Document#documentable_type
         module DocumentableType
           extend ModernTreasury::Internal::Type::Enum
 
+          CONNECTIONS = :connections
           COUNTERPARTIES = :counterparties
           EXPECTED_PAYMENTS = :expected_payments
           EXTERNAL_ACCOUNTS = :external_accounts
           IDENTIFICATIONS = :identifications
           INCOMING_PAYMENT_DETAILS = :incoming_payment_details
           INTERNAL_ACCOUNTS = :internal_accounts
+          LEGAL_ENTITIES = :legal_entities
           ORGANIZATIONS = :organizations
           PAYMENT_ORDERS = :payment_orders
           TRANSACTIONS = :transactions
-          CONNECTIONS = :connections
 
           # @!method self.values
           #   @return [Array<Symbol>]

data/lib/modern_treasury/models/return_object.rb

@@ -609,6 +609,7 @@ module ModernTreasury
       module Status
         extend ModernTreasury::Internal::Type::Enum
 
+        CANCELLED = :cancelled
         COMPLETED = :completed
         FAILED = :failed
         PENDING = :pending

data/lib/modern_treasury/resources/account_details.rb

@@ -12,7 +12,7 @@ module ModernTreasury
       #
       # @param account_id [String] Path param: The ID of the account.
       #
-      # @param accounts_type [Symbol, ModernTreasury::Models::AccountDetailCreateParams::AccountsType] Path param:
+      # @param accounts_type [Symbol, ModernTreasury::Models::AccountDetailCreateParams::AccountsType] Path param
       #
       # @param account_number [String] Body param: The account number for the bank account.
       #
@@ -77,11 +77,11 @@ module ModernTreasury
       #
       # @param account_id [String] Path param: The ID of the account.
       #
-      # @param accounts_type [Symbol, ModernTreasury::Models::AccountsType] Path param:
+      # @param accounts_type [Symbol, ModernTreasury::Models::AccountsType] Path param
       #
-      # @param after_cursor [String, nil] Query param:
+      # @param after_cursor [String, nil] Query param
       #
-      # @param per_page [Integer] Query param:
+      # @param per_page [Integer] Query param
       #
       # @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]
       #

data/lib/modern_treasury/resources/documents.rb

@@ -5,16 +5,16 @@ module ModernTreasury
     class Documents
       # Create a document.
       #
-      # @overload create(documentable_id:, documentable_type:, file:, document_type: nil, request_options: {})
-      #
-      # @param documentable_id [String] The unique identifier for the associated object.
-      #
-      # @param documentable_type [Symbol, ModernTreasury::Models::DocumentCreateParams::DocumentableType]
+      # @overload create(file:, document_type: nil, documentable_id: nil, documentable_type: nil, request_options: {})
       #
       # @param file [Pathname, StringIO, IO, String, ModernTreasury::FilePart]
       #
       # @param document_type [String] A category given to the document, can be `null`.
       #
+      # @param documentable_id [String] The unique identifier for the associated object.
+      #
+      # @param documentable_type [Symbol, ModernTreasury::Models::DocumentCreateParams::DocumentableType]
+      #
       # @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]
       #
       # @return [ModernTreasury::Models::Document]

data/lib/modern_treasury/resources/line_items.rb

@@ -83,9 +83,9 @@ module ModernTreasury
       #
       # @param itemizable_type [Symbol, ModernTreasury::Models::LineItemListParams::ItemizableType] Path param: One of `payment_orders` or `expected_payments`.
       #
-      # @param after_cursor [String, nil] Query param:
+      # @param after_cursor [String, nil] Query param
       #
-      # @param per_page [Integer] Query param:
+      # @param per_page [Integer] Query param
       #
       # @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]
       #

data/lib/modern_treasury/resources/routing_details.rb

@@ -12,7 +12,7 @@ module ModernTreasury
       #
       # @param account_id [String] Path param: The ID of the account.
       #
-      # @param accounts_type [Symbol, ModernTreasury::Models::RoutingDetailCreateParams::AccountsType] Path param:
+      # @param accounts_type [Symbol, ModernTreasury::Models::RoutingDetailCreateParams::AccountsType] Path param
       #
       # @param routing_number [String] Body param: The routing number of the bank.
       #
@@ -79,11 +79,11 @@ module ModernTreasury
       #
       # @param account_id [String] Path param: The ID of the account.
       #
-      # @param accounts_type [Symbol, ModernTreasury::Models::AccountsType] Path param:
+      # @param accounts_type [Symbol, ModernTreasury::Models::AccountsType] Path param
       #
-      # @param after_cursor [String, nil] Query param:
+      # @param after_cursor [String, nil] Query param
       #
-      # @param per_page [Integer] Query param:
+      # @param per_page [Integer] Query param
       #
       # @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}, nil]
       #

data/lib/modern_treasury/version.rb

@@ -1,5 +1,5 @@
 # frozen_string_literal: true
 
 module ModernTreasury
-  VERSION = "0.12.0"
+  VERSION = "0.13.0"
 end

data/rbi/modern_treasury/models/document.rbi

@@ -25,13 +25,17 @@ module ModernTreasury
       attr_accessor :document_type
 
       # The unique identifier for the associated object.
-      sig { returns(String) }
+      sig { returns(T.nilable(String)) }
       attr_accessor :documentable_id
 
       # The type of the associated object. Currently can be one of `payment_order`,
       # `transaction`, `expected_payment`, `counterparty`, `organization`, `case`,
       # `internal_account`, `decision`, or `external_account`.
-      sig { returns(ModernTreasury::Document::DocumentableType::TaggedSymbol) }
+      sig do
+        returns(
+          T.nilable(ModernTreasury::Document::DocumentableType::TaggedSymbol)
+        )
+      end
       attr_accessor :documentable_type
 
       sig { returns(ModernTreasury::Document::File) }
@@ -63,9 +67,9 @@ module ModernTreasury
           document_details:
             T::Array[ModernTreasury::Document::DocumentDetail::OrHash],
           document_type: T.nilable(String),
-          documentable_id: String,
+          documentable_id: T.nilable(String),
           documentable_type:
-            ModernTreasury::Document::DocumentableType::OrSymbol,
+            T.nilable(ModernTreasury::Document::DocumentableType::OrSymbol),
           file: ModernTreasury::Document::File::OrHash,
           live_mode: T::Boolean,
           object: String,
@@ -106,9 +110,11 @@ module ModernTreasury
             document_details:
               T::Array[ModernTreasury::Document::DocumentDetail],
             document_type: T.nilable(String),
-            documentable_id: String,
+            documentable_id: T.nilable(String),
             documentable_type:
-              ModernTreasury::Document::DocumentableType::TaggedSymbol,
+              T.nilable(
+                ModernTreasury::Document::DocumentableType::TaggedSymbol
+              ),
             file: ModernTreasury::Document::File,
             live_mode: T::Boolean,
             object: String,
@@ -211,6 +217,11 @@ module ModernTreasury
           end
         OrSymbol = T.type_alias { T.any(Symbol, String) }
 
+        CONNECTION =
+          T.let(
+            :connection,
+            ModernTreasury::Document::DocumentableType::TaggedSymbol
+          )
         COUNTERPARTY =
           T.let(
             :counterparty,
@@ -241,6 +252,11 @@ module ModernTreasury
             :internal_account,
             ModernTreasury::Document::DocumentableType::TaggedSymbol
           )
+        LEGAL_ENTITY =
+          T.let(
+            :legal_entity,
+            ModernTreasury::Document::DocumentableType::TaggedSymbol
+          )
         ORGANIZATION =
           T.let(
             :organization,
@@ -256,11 +272,6 @@ module ModernTreasury
             :transaction,
             ModernTreasury::Document::DocumentableType::TaggedSymbol
           )
-        CONNECTION =
-          T.let(
-            :connection,
-            ModernTreasury::Document::DocumentableType::TaggedSymbol
-          )
 
         sig do
           override.returns(

data/rbi/modern_treasury/models/document_create_params.rbi

@@ -14,17 +14,6 @@ module ModernTreasury
           )
         end
 
-      # The unique identifier for the associated object.
-      sig { returns(String) }
-      attr_accessor :documentable_id
-
-      sig do
-        returns(
-          ModernTreasury::DocumentCreateParams::DocumentableType::OrSymbol
-        )
-      end
-      attr_accessor :documentable_type
-
       sig { returns(ModernTreasury::Internal::FileInput) }
       attr_accessor :file
 
@@ -35,23 +24,47 @@ module ModernTreasury
       sig { params(document_type: String).void }
       attr_writer :document_type
 
+      # The unique identifier for the associated object.
+      sig { returns(T.nilable(String)) }
+      attr_reader :documentable_id
+
+      sig { params(documentable_id: String).void }
+      attr_writer :documentable_id
+
+      sig do
+        returns(
+          T.nilable(
+            ModernTreasury::DocumentCreateParams::DocumentableType::OrSymbol
+          )
+        )
+      end
+      attr_reader :documentable_type
+
       sig do
         params(
-          documentable_id: String,
           documentable_type:
-            ModernTreasury::DocumentCreateParams::DocumentableType::OrSymbol,
+            ModernTreasury::DocumentCreateParams::DocumentableType::OrSymbol
+        ).void
+      end
+      attr_writer :documentable_type
+
+      sig do
+        params(
           file: ModernTreasury::Internal::FileInput,
           document_type: String,
+          documentable_id: String,
+          documentable_type:
+            ModernTreasury::DocumentCreateParams::DocumentableType::OrSymbol,
           request_options: ModernTreasury::RequestOptions::OrHash
         ).returns(T.attached_class)
       end
       def self.new(
-        # The unique identifier for the associated object.
-        documentable_id:,
-        documentable_type:,
         file:,
         # A category given to the document, can be `null`.
         document_type: nil,
+        # The unique identifier for the associated object.
+        documentable_id: nil,
+        documentable_type: nil,
         request_options: {}
       )
       end
@@ -59,11 +72,11 @@ module ModernTreasury
       sig do
         override.returns(
           {
+            file: ModernTreasury::Internal::FileInput,
+            document_type: String,
             documentable_id: String,
             documentable_type:
               ModernTreasury::DocumentCreateParams::DocumentableType::OrSymbol,
-            file: ModernTreasury::Internal::FileInput,
-            document_type: String,
             request_options: ModernTreasury::RequestOptions
           }
         )
@@ -83,6 +96,11 @@ module ModernTreasury
           end
         OrSymbol = T.type_alias { T.any(Symbol, String) }
 
+        CONNECTIONS =
+          T.let(
+            :connections,
+            ModernTreasury::DocumentCreateParams::DocumentableType::TaggedSymbol
+          )
         COUNTERPARTIES =
           T.let(
             :counterparties,
@@ -113,6 +131,11 @@ module ModernTreasury
             :internal_accounts,
             ModernTreasury::DocumentCreateParams::DocumentableType::TaggedSymbol
           )
+        LEGAL_ENTITIES =
+          T.let(
+            :legal_entities,
+            ModernTreasury::DocumentCreateParams::DocumentableType::TaggedSymbol
+          )
         ORGANIZATIONS =
           T.let(
             :organizations,
@@ -128,11 +151,6 @@ module ModernTreasury
             :transactions,
             ModernTreasury::DocumentCreateParams::DocumentableType::TaggedSymbol
           )
-        CONNECTIONS =
-          T.let(
-            :connections,
-            ModernTreasury::DocumentCreateParams::DocumentableType::TaggedSymbol
-          )
 
         sig do
           override.returns(

data/rbi/modern_treasury/models/document_list_params.rbi

@@ -100,6 +100,11 @@ module ModernTreasury
           end
         OrSymbol = T.type_alias { T.any(Symbol, String) }
 
+        CONNECTIONS =
+          T.let(
+            :connections,
+            ModernTreasury::DocumentListParams::DocumentableType::TaggedSymbol
+          )
         COUNTERPARTIES =
           T.let(
             :counterparties,
@@ -130,6 +135,11 @@ module ModernTreasury
             :internal_accounts,
             ModernTreasury::DocumentListParams::DocumentableType::TaggedSymbol
           )
+        LEGAL_ENTITIES =
+          T.let(
+            :legal_entities,
+            ModernTreasury::DocumentListParams::DocumentableType::TaggedSymbol
+          )
         ORGANIZATIONS =
           T.let(
             :organizations,
@@ -145,11 +155,6 @@ module ModernTreasury
             :transactions,
             ModernTreasury::DocumentListParams::DocumentableType::TaggedSymbol
           )
-        CONNECTIONS =
-          T.let(
-            :connections,
-            ModernTreasury::DocumentListParams::DocumentableType::TaggedSymbol
-          )
 
         sig do
           override.returns(

data/rbi/modern_treasury/models/payment_order_create_params.rbi

@@ -732,17 +732,6 @@ module ModernTreasury
             )
           end
 
-        # The unique identifier for the associated object.
-        sig { returns(String) }
-        attr_accessor :documentable_id
-
-        sig do
-          returns(
-            ModernTreasury::PaymentOrderCreateParams::Document::DocumentableType::OrSymbol
-          )
-        end
-        attr_accessor :documentable_type
-
         sig { returns(ModernTreasury::Internal::FileInput) }
         attr_accessor :file
 
@@ -753,33 +742,57 @@ module ModernTreasury
         sig { params(document_type: String).void }
         attr_writer :document_type
 
+        # The unique identifier for the associated object.
+        sig { returns(T.nilable(String)) }
+        attr_reader :documentable_id
+
+        sig { params(documentable_id: String).void }
+        attr_writer :documentable_id
+
+        sig do
+          returns(
+            T.nilable(
+              ModernTreasury::PaymentOrderCreateParams::Document::DocumentableType::OrSymbol
+            )
+          )
+        end
+        attr_reader :documentable_type
+
         sig do
           params(
-            documentable_id: String,
             documentable_type:
-              ModernTreasury::PaymentOrderCreateParams::Document::DocumentableType::OrSymbol,
+              ModernTreasury::PaymentOrderCreateParams::Document::DocumentableType::OrSymbol
+          ).void
+        end
+        attr_writer :documentable_type
+
+        sig do
+          params(
             file: ModernTreasury::Internal::FileInput,
-            document_type: String
+            document_type: String,
+            documentable_id: String,
+            documentable_type:
+              ModernTreasury::PaymentOrderCreateParams::Document::DocumentableType::OrSymbol
           ).returns(T.attached_class)
         end
         def self.new(
-          # The unique identifier for the associated object.
-          documentable_id:,
-          documentable_type:,
           file:,
           # A category given to the document, can be `null`.
-          document_type: nil
+          document_type: nil,
+          # The unique identifier for the associated object.
+          documentable_id: nil,
+          documentable_type: nil
         )
         end
 
         sig do
           override.returns(
             {
+              file: ModernTreasury::Internal::FileInput,
+              document_type: String,
               documentable_id: String,
               documentable_type:
-                ModernTreasury::PaymentOrderCreateParams::Document::DocumentableType::OrSymbol,
-              file: ModernTreasury::Internal::FileInput,
-              document_type: String
+                ModernTreasury::PaymentOrderCreateParams::Document::DocumentableType::OrSymbol
             }
           )
         end
@@ -798,6 +811,11 @@ module ModernTreasury
             end
           OrSymbol = T.type_alias { T.any(Symbol, String) }
 
+          CONNECTIONS =
+            T.let(
+              :connections,
+              ModernTreasury::PaymentOrderCreateParams::Document::DocumentableType::TaggedSymbol
+            )
           COUNTERPARTIES =
             T.let(
               :counterparties,
@@ -828,6 +846,11 @@ module ModernTreasury
               :internal_accounts,
               ModernTreasury::PaymentOrderCreateParams::Document::DocumentableType::TaggedSymbol
             )
+          LEGAL_ENTITIES =
+            T.let(
+              :legal_entities,
+              ModernTreasury::PaymentOrderCreateParams::Document::DocumentableType::TaggedSymbol
+            )
           ORGANIZATIONS =
             T.let(
               :organizations,
@@ -843,11 +866,6 @@ module ModernTreasury
               :transactions,
               ModernTreasury::PaymentOrderCreateParams::Document::DocumentableType::TaggedSymbol
             )
-          CONNECTIONS =
-            T.let(
-              :connections,
-              ModernTreasury::PaymentOrderCreateParams::Document::DocumentableType::TaggedSymbol
-            )
 
           sig do
             override.returns(

data/rbi/modern_treasury/models/return_object.rbi

@@ -1165,6 +1165,8 @@ module ModernTreasury
           T.type_alias { T.all(Symbol, ModernTreasury::ReturnObject::Status) }
         OrSymbol = T.type_alias { T.any(Symbol, String) }
 
+        CANCELLED =
+          T.let(:cancelled, ModernTreasury::ReturnObject::Status::TaggedSymbol)
         COMPLETED =
           T.let(:completed, ModernTreasury::ReturnObject::Status::TaggedSymbol)
         FAILED =

data/rbi/modern_treasury/resources/account_details.rbi

@@ -18,7 +18,7 @@ module ModernTreasury
       def create(
         # Path param: The ID of the account.
         account_id,
-        # Path param:
+        # Path param
         accounts_type:,
         # Body param: The account number for the bank account.
         account_number:,
@@ -61,11 +61,11 @@ module ModernTreasury
       def list(
         # Path param: The ID of the account.
         account_id,
-        # Path param:
+        # Path param
         accounts_type:,
-        # Query param:
+        # Query param
         after_cursor: nil,
-        # Query param:
+        # Query param
         per_page: nil,
         request_options: {}
       )

data/rbi/modern_treasury/resources/documents.rbi

@@ -6,21 +6,21 @@ module ModernTreasury
       # Create a document.
       sig do
         params(
+          file: ModernTreasury::Internal::FileInput,
+          document_type: String,
           documentable_id: String,
           documentable_type:
             ModernTreasury::DocumentCreateParams::DocumentableType::OrSymbol,
-          file: ModernTreasury::Internal::FileInput,
-          document_type: String,
           request_options: ModernTreasury::RequestOptions::OrHash
         ).returns(ModernTreasury::Document)
       end
       def create(
-        # The unique identifier for the associated object.
-        documentable_id:,
-        documentable_type:,
         file:,
         # A category given to the document, can be `null`.
         document_type: nil,
+        # The unique identifier for the associated object.
+        documentable_id: nil,
+        documentable_type: nil,
         request_options: {}
       )
       end

data/rbi/modern_treasury/resources/line_items.rbi

@@ -65,9 +65,9 @@ module ModernTreasury
         itemizable_id,
         # Path param: One of `payment_orders` or `expected_payments`.
         itemizable_type:,
-        # Query param:
+        # Query param
         after_cursor: nil,
-        # Query param:
+        # Query param
         per_page: nil,
         request_options: {}
       )

data/rbi/modern_treasury/resources/routing_details.rbi

@@ -22,7 +22,7 @@ module ModernTreasury
       def create(
         # Path param: The ID of the account.
         account_id,
-        # Path param:
+        # Path param
         accounts_type:,
         # Body param: The routing number of the bank.
         routing_number:,
@@ -69,11 +69,11 @@ module ModernTreasury
       def list(
         # Path param: The ID of the account.
         account_id,
-        # Path param:
+        # Path param
         accounts_type:,
-        # Query param:
+        # Query param
         after_cursor: nil,
-        # Query param:
+        # Query param
         per_page: nil,
         request_options: {}
       )

data/sig/modern_treasury/models/document.rbs

@@ -7,8 +7,8 @@ module ModernTreasury
         discarded_at: Time?,
         document_details: ::Array[ModernTreasury::Document::DocumentDetail],
         document_type: String?,
-        documentable_id: String,
-        documentable_type: ModernTreasury::Models::Document::documentable_type,
+        documentable_id: String?,
+        documentable_type: ModernTreasury::Models::Document::documentable_type?,
         file: ModernTreasury::Document::File,
         live_mode: bool,
         object: String,
@@ -27,9 +27,9 @@ module ModernTreasury
 
       attr_accessor document_type: String?
 
-      attr_accessor documentable_id: String
+      attr_accessor documentable_id: String?
 
-      attr_accessor documentable_type: ModernTreasury::Models::Document::documentable_type
+      attr_accessor documentable_type: ModernTreasury::Models::Document::documentable_type?
 
       attr_accessor file: ModernTreasury::Document::File
 
@@ -47,8 +47,8 @@ module ModernTreasury
         discarded_at: Time?,
         document_details: ::Array[ModernTreasury::Document::DocumentDetail],
         document_type: String?,
-        documentable_id: String,
-        documentable_type: ModernTreasury::Models::Document::documentable_type,
+        documentable_id: String?,
+        documentable_type: ModernTreasury::Models::Document::documentable_type?,
         file: ModernTreasury::Document::File,
         live_mode: bool,
         object: String,
@@ -62,8 +62,8 @@ module ModernTreasury
         discarded_at: Time?,
         document_details: ::Array[ModernTreasury::Document::DocumentDetail],
         document_type: String?,
-        documentable_id: String,
-        documentable_type: ModernTreasury::Models::Document::documentable_type,
+        documentable_id: String?,
+        documentable_type: ModernTreasury::Models::Document::documentable_type?,
         file: ModernTreasury::Document::File,
         live_mode: bool,
         object: String,
@@ -124,30 +124,32 @@ module ModernTreasury
       end
 
       type documentable_type =
-        :counterparty
+        :connection
+        | :counterparty
         | :expected_payment
         | :external_account
         | :identification
         | :incoming_payment_detail
         | :internal_account
+        | :legal_entity
         | :organization
         | :payment_order
         | :transaction
-        | :connection
 
       module DocumentableType
         extend ModernTreasury::Internal::Type::Enum
 
+        CONNECTION: :connection
         COUNTERPARTY: :counterparty
         EXPECTED_PAYMENT: :expected_payment
         EXTERNAL_ACCOUNT: :external_account
         IDENTIFICATION: :identification
         INCOMING_PAYMENT_DETAIL: :incoming_payment_detail
         INTERNAL_ACCOUNT: :internal_account
+        LEGAL_ENTITY: :legal_entity
         ORGANIZATION: :organization
         PAYMENT_ORDER: :payment_order
         TRANSACTION: :transaction
-        CONNECTION: :connection
 
         def self?.values: -> ::Array[ModernTreasury::Models::Document::documentable_type]
       end

data/sig/modern_treasury/models/document_create_params.rbs

@@ -2,10 +2,10 @@ module ModernTreasury
   module Models
     type document_create_params =
       {
-        documentable_id: String,
-        documentable_type: ModernTreasury::Models::DocumentCreateParams::documentable_type,
         file: ModernTreasury::Internal::file_input,
-        document_type: String
+        document_type: String,
+        documentable_id: String,
+        documentable_type: ModernTreasury::Models::DocumentCreateParams::documentable_type
       }
       & ModernTreasury::Internal::Type::request_parameters
 
@@ -13,57 +13,65 @@ module ModernTreasury
       extend ModernTreasury::Internal::Type::RequestParameters::Converter
       include ModernTreasury::Internal::Type::RequestParameters
 
-      attr_accessor documentable_id: String
-
-      attr_accessor documentable_type: ModernTreasury::Models::DocumentCreateParams::documentable_type
-
       attr_accessor file: ModernTreasury::Internal::file_input
 
       attr_reader document_type: String?
 
       def document_type=: (String) -> String
 
+      attr_reader documentable_id: String?
+
+      def documentable_id=: (String) -> String
+
+      attr_reader documentable_type: ModernTreasury::Models::DocumentCreateParams::documentable_type?
+
+      def documentable_type=: (
+        ModernTreasury::Models::DocumentCreateParams::documentable_type
+      ) -> ModernTreasury::Models::DocumentCreateParams::documentable_type
+
       def initialize: (
-        documentable_id: String,
-        documentable_type: ModernTreasury::Models::DocumentCreateParams::documentable_type,
         file: ModernTreasury::Internal::file_input,
         ?document_type: String,
+        ?documentable_id: String,
+        ?documentable_type: ModernTreasury::Models::DocumentCreateParams::documentable_type,
         ?request_options: ModernTreasury::request_opts
       ) -> void
 
       def to_hash: -> {
-        documentable_id: String,
-        documentable_type: ModernTreasury::Models::DocumentCreateParams::documentable_type,
         file: ModernTreasury::Internal::file_input,
         document_type: String,
+        documentable_id: String,
+        documentable_type: ModernTreasury::Models::DocumentCreateParams::documentable_type,
         request_options: ModernTreasury::RequestOptions
       }
 
       type documentable_type =
-        :counterparties
+        :connections
+        | :counterparties
         | :expected_payments
         | :external_accounts
         | :identifications
         | :incoming_payment_details
         | :internal_accounts
+        | :legal_entities
         | :organizations
         | :payment_orders
         | :transactions
-        | :connections
 
       module DocumentableType
         extend ModernTreasury::Internal::Type::Enum
 
+        CONNECTIONS: :connections
         COUNTERPARTIES: :counterparties
         EXPECTED_PAYMENTS: :expected_payments
         EXTERNAL_ACCOUNTS: :external_accounts
         IDENTIFICATIONS: :identifications
         INCOMING_PAYMENT_DETAILS: :incoming_payment_details
         INTERNAL_ACCOUNTS: :internal_accounts
+        LEGAL_ENTITIES: :legal_entities
         ORGANIZATIONS: :organizations
         PAYMENT_ORDERS: :payment_orders
         TRANSACTIONS: :transactions
-        CONNECTIONS: :connections
 
         def self?.values: -> ::Array[ModernTreasury::Models::DocumentCreateParams::documentable_type]
       end

data/sig/modern_treasury/models/document_list_params.rbs

@@ -46,30 +46,32 @@ module ModernTreasury
       }
 
       type documentable_type =
-        :counterparties
+        :connections
+        | :counterparties
         | :expected_payments
         | :external_accounts
         | :identifications
         | :incoming_payment_details
         | :internal_accounts
+        | :legal_entities
         | :organizations
         | :payment_orders
         | :transactions
-        | :connections
 
       module DocumentableType
         extend ModernTreasury::Internal::Type::Enum
 
+        CONNECTIONS: :connections
         COUNTERPARTIES: :counterparties
         EXPECTED_PAYMENTS: :expected_payments
         EXTERNAL_ACCOUNTS: :external_accounts
         IDENTIFICATIONS: :identifications
         INCOMING_PAYMENT_DETAILS: :incoming_payment_details
         INTERNAL_ACCOUNTS: :internal_accounts
+        LEGAL_ENTITIES: :legal_entities
         ORGANIZATIONS: :organizations
         PAYMENT_ORDERS: :payment_orders
         TRANSACTIONS: :transactions
-        CONNECTIONS: :connections
 
         def self?.values: -> ::Array[ModernTreasury::Models::DocumentListParams::documentable_type]
       end

data/sig/modern_treasury/models/payment_order_create_params.rbs

@@ -287,62 +287,70 @@ module ModernTreasury
 
       type document =
         {
-          documentable_id: String,
-          documentable_type: ModernTreasury::Models::PaymentOrderCreateParams::Document::documentable_type,
           file: ModernTreasury::Internal::file_input,
-          document_type: String
+          document_type: String,
+          documentable_id: String,
+          documentable_type: ModernTreasury::Models::PaymentOrderCreateParams::Document::documentable_type
         }
 
       class Document < ModernTreasury::Internal::Type::BaseModel
-        attr_accessor documentable_id: String
-
-        attr_accessor documentable_type: ModernTreasury::Models::PaymentOrderCreateParams::Document::documentable_type
-
         attr_accessor file: ModernTreasury::Internal::file_input
 
         attr_reader document_type: String?
 
         def document_type=: (String) -> String
 
+        attr_reader documentable_id: String?
+
+        def documentable_id=: (String) -> String
+
+        attr_reader documentable_type: ModernTreasury::Models::PaymentOrderCreateParams::Document::documentable_type?
+
+        def documentable_type=: (
+          ModernTreasury::Models::PaymentOrderCreateParams::Document::documentable_type
+        ) -> ModernTreasury::Models::PaymentOrderCreateParams::Document::documentable_type
+
         def initialize: (
-          documentable_id: String,
-          documentable_type: ModernTreasury::Models::PaymentOrderCreateParams::Document::documentable_type,
           file: ModernTreasury::Internal::file_input,
-          ?document_type: String
+          ?document_type: String,
+          ?documentable_id: String,
+          ?documentable_type: ModernTreasury::Models::PaymentOrderCreateParams::Document::documentable_type
         ) -> void
 
         def to_hash: -> {
-          documentable_id: String,
-          documentable_type: ModernTreasury::Models::PaymentOrderCreateParams::Document::documentable_type,
           file: ModernTreasury::Internal::file_input,
-          document_type: String
+          document_type: String,
+          documentable_id: String,
+          documentable_type: ModernTreasury::Models::PaymentOrderCreateParams::Document::documentable_type
         }
 
         type documentable_type =
-          :counterparties
+          :connections
+          | :counterparties
           | :expected_payments
           | :external_accounts
           | :identifications
           | :incoming_payment_details
           | :internal_accounts
+          | :legal_entities
           | :organizations
           | :payment_orders
           | :transactions
-          | :connections
 
         module DocumentableType
           extend ModernTreasury::Internal::Type::Enum
 
+          CONNECTIONS: :connections
           COUNTERPARTIES: :counterparties
           EXPECTED_PAYMENTS: :expected_payments
           EXTERNAL_ACCOUNTS: :external_accounts
           IDENTIFICATIONS: :identifications
           INCOMING_PAYMENT_DETAILS: :incoming_payment_details
           INTERNAL_ACCOUNTS: :internal_accounts
+          LEGAL_ENTITIES: :legal_entities
           ORGANIZATIONS: :organizations
           PAYMENT_ORDERS: :payment_orders
           TRANSACTIONS: :transactions
-          CONNECTIONS: :connections
 
           def self?.values: -> ::Array[ModernTreasury::Models::PaymentOrderCreateParams::Document::documentable_type]
         end

data/sig/modern_treasury/models/return_object.rbs

@@ -658,11 +658,18 @@ module ModernTreasury
       end
 
       type status =
-        :completed | :failed | :pending | :processing | :returned | :sent
+        :cancelled
+        | :completed
+        | :failed
+        | :pending
+        | :processing
+        | :returned
+        | :sent
 
       module Status
         extend ModernTreasury::Internal::Type::Enum
 
+        CANCELLED: :cancelled
         COMPLETED: :completed
         FAILED: :failed
         PENDING: :pending

data/sig/modern_treasury/resources/documents.rbs

@@ -2,10 +2,10 @@ module ModernTreasury
   module Resources
     class Documents
       def create: (
-        documentable_id: String,
-        documentable_type: ModernTreasury::Models::DocumentCreateParams::documentable_type,
         file: ModernTreasury::Internal::file_input,
         ?document_type: String,
+        ?documentable_id: String,
+        ?documentable_type: ModernTreasury::Models::DocumentCreateParams::documentable_type,
         ?request_options: ModernTreasury::request_opts
       ) -> ModernTreasury::Document
 

metadata

@@ -1,15 +1,29 @@
 --- !ruby/object:Gem::Specification
 name: modern_treasury
 version: !ruby/object:Gem::Version
-  version: 0.12.0
+  version: 0.13.0
 platform: ruby
 authors:
 - Modern Treasury
 autorequire:
 bindir: bin
 cert_chain: []
-date: 2026-01-07 00:00:00.000000000 Z
+date: 2026-01-15 00:00:00.000000000 Z
 dependencies:
+- !ruby/object:Gem::Dependency
+  name: cgi
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
 - !ruby/object:Gem::Dependency
   name: connection_pool
   requirement: !ruby/object:Gem::Requirement