modern_treasury 0.15.0 → 0.16.0
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 +11 -0
- data/README.md +1 -1
- data/lib/modern_treasury/models/bulk_request_create_params.rb +28 -3
- data/lib/modern_treasury/models/child_legal_entity.rb +9 -1
- data/lib/modern_treasury/models/child_legal_entity_create.rb +9 -1
- data/lib/modern_treasury/models/connection_legal_entity_create_params.rb +9 -1
- data/lib/modern_treasury/models/counterparty_create_params.rb +9 -1
- data/lib/modern_treasury/models/counterparty_update_params.rb +9 -1
- data/lib/modern_treasury/models/internal_account.rb +9 -1
- data/lib/modern_treasury/models/internal_account_create_params.rb +9 -1
- data/lib/modern_treasury/models/internal_account_list_params.rb +9 -1
- data/lib/modern_treasury/models/internal_account_update_params.rb +9 -1
- data/lib/modern_treasury/models/ledger_account_category_update_params.rb +9 -1
- data/lib/modern_treasury/models/ledger_account_update_params.rb +9 -1
- data/lib/modern_treasury/models/ledger_transaction_update_params.rb +10 -1
- data/lib/modern_treasury/models/legal_entity.rb +9 -1
- data/lib/modern_treasury/models/legal_entity_create_params.rb +9 -1
- data/lib/modern_treasury/models/legal_entity_list_params.rb +9 -1
- data/lib/modern_treasury/models/legal_entity_update_params.rb +9 -1
- data/lib/modern_treasury/models/payment_order.rb +1 -0
- data/lib/modern_treasury/models/payment_order_create_async_params.rb +9 -1
- data/lib/modern_treasury/models/payment_order_create_params.rb +9 -1
- data/lib/modern_treasury/models/payment_order_update_params.rb +9 -1
- data/lib/modern_treasury/models/payment_orders/reversal.rb +9 -1
- data/lib/modern_treasury/models/payment_reference.rb +1 -0
- data/lib/modern_treasury/models/return_object.rb +1 -0
- data/lib/modern_treasury/resources/counterparties.rb +3 -1
- data/lib/modern_treasury/resources/internal_accounts.rb +9 -3
- data/lib/modern_treasury/resources/ledger_account_categories.rb +3 -1
- data/lib/modern_treasury/resources/ledger_accounts.rb +3 -1
- data/lib/modern_treasury/resources/ledger_transactions.rb +3 -1
- data/lib/modern_treasury/resources/legal_entities.rb +9 -3
- data/lib/modern_treasury/resources/payment_orders.rb +9 -3
- data/lib/modern_treasury/version.rb +1 -1
- data/rbi/modern_treasury/models/bulk_request_create_params.rbi +26 -0
- data/rbi/modern_treasury/models/child_legal_entity.rbi +8 -0
- data/rbi/modern_treasury/models/child_legal_entity_create.rbi +8 -0
- data/rbi/modern_treasury/models/connection_legal_entity_create_params.rbi +8 -0
- data/rbi/modern_treasury/models/counterparty_create_params.rbi +8 -0
- data/rbi/modern_treasury/models/counterparty_update_params.rbi +8 -0
- data/rbi/modern_treasury/models/internal_account.rbi +8 -0
- data/rbi/modern_treasury/models/internal_account_create_params.rbi +8 -0
- data/rbi/modern_treasury/models/internal_account_list_params.rbi +11 -0
- data/rbi/modern_treasury/models/internal_account_update_params.rbi +8 -0
- data/rbi/modern_treasury/models/ledger_account_category_update_params.rbi +8 -0
- data/rbi/modern_treasury/models/ledger_account_update_params.rbi +8 -0
- data/rbi/modern_treasury/models/ledger_transaction_update_params.rbi +10 -0
- data/rbi/modern_treasury/models/legal_entity.rbi +8 -0
- data/rbi/modern_treasury/models/legal_entity_create_params.rbi +8 -0
- data/rbi/modern_treasury/models/legal_entity_list_params.rbi +11 -0
- data/rbi/modern_treasury/models/legal_entity_update_params.rbi +8 -0
- data/rbi/modern_treasury/models/payment_order.rbi +5 -0
- data/rbi/modern_treasury/models/payment_order_create_async_params.rbi +8 -0
- data/rbi/modern_treasury/models/payment_order_create_params.rbi +8 -0
- data/rbi/modern_treasury/models/payment_order_update_params.rbi +8 -0
- data/rbi/modern_treasury/models/payment_orders/reversal.rbi +8 -0
- data/rbi/modern_treasury/models/payment_reference.rbi +5 -0
- data/rbi/modern_treasury/models/return_object.rbi +5 -0
- data/rbi/modern_treasury/resources/counterparties.rbi +3 -0
- data/rbi/modern_treasury/resources/internal_accounts.rbi +9 -0
- data/rbi/modern_treasury/resources/ledger_account_categories.rbi +3 -0
- data/rbi/modern_treasury/resources/ledger_accounts.rbi +3 -0
- data/rbi/modern_treasury/resources/ledger_transactions.rbi +4 -0
- data/rbi/modern_treasury/resources/legal_entities.rbi +9 -0
- data/rbi/modern_treasury/resources/payment_orders.rbi +9 -0
- data/sig/modern_treasury/models/bulk_request_create_params.rbs +15 -0
- data/sig/modern_treasury/models/child_legal_entity.rbs +5 -0
- data/sig/modern_treasury/models/child_legal_entity_create.rbs +5 -0
- data/sig/modern_treasury/models/connection_legal_entity_create_params.rbs +5 -0
- data/sig/modern_treasury/models/counterparty_create_params.rbs +5 -0
- data/sig/modern_treasury/models/counterparty_update_params.rbs +5 -0
- data/sig/modern_treasury/models/internal_account.rbs +5 -0
- data/sig/modern_treasury/models/internal_account_create_params.rbs +5 -0
- data/sig/modern_treasury/models/internal_account_list_params.rbs +7 -0
- data/sig/modern_treasury/models/internal_account_update_params.rbs +5 -0
- data/sig/modern_treasury/models/ledger_account_category_update_params.rbs +10 -1
- data/sig/modern_treasury/models/ledger_account_update_params.rbs +10 -1
- data/sig/modern_treasury/models/ledger_transaction_update_params.rbs +5 -0
- data/sig/modern_treasury/models/legal_entity.rbs +5 -0
- data/sig/modern_treasury/models/legal_entity_create_params.rbs +5 -0
- data/sig/modern_treasury/models/legal_entity_list_params.rbs +7 -0
- data/sig/modern_treasury/models/legal_entity_update_params.rbs +5 -0
- data/sig/modern_treasury/models/payment_order.rbs +2 -0
- data/sig/modern_treasury/models/payment_order_create_async_params.rbs +5 -0
- data/sig/modern_treasury/models/payment_order_create_params.rbs +5 -0
- data/sig/modern_treasury/models/payment_order_update_params.rbs +5 -0
- data/sig/modern_treasury/models/payment_orders/reversal.rbs +5 -0
- data/sig/modern_treasury/models/payment_reference.rbs +2 -0
- data/sig/modern_treasury/models/return_object.rbs +2 -0
- data/sig/modern_treasury/resources/counterparties.rbs +1 -0
- data/sig/modern_treasury/resources/internal_accounts.rbs +3 -0
- data/sig/modern_treasury/resources/ledger_account_categories.rbs +1 -0
- data/sig/modern_treasury/resources/ledger_accounts.rbs +1 -0
- data/sig/modern_treasury/resources/ledger_transactions.rbs +1 -0
- data/sig/modern_treasury/resources/legal_entities.rbs +3 -0
- data/sig/modern_treasury/resources/payment_orders.rbs +3 -0
- metadata +2 -2
checksums.yaml
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@@ -1,7 +1,7 @@
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---
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SHA256:
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metadata.gz:
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data.tar.gz:
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metadata.gz: 4302d3760d6d435cbca5b115c8c5c54a308e5331651e5da1f241cbcb89c167cf
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data.tar.gz: f547731b853f094e4971cccf21f8afca68057e21a8f49874fbc2035dc5cbb3c6
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SHA512:
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metadata.gz:
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data.tar.gz:
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metadata.gz: 664e21a8710e35e4f4cb96a7912f571987e1e6f5c9eb43df3efb6125d7f27156feaa4f2b25e1c5352f7f84eef24d19a1f2d95bd7903e596904b8a86e254947b2
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data.tar.gz: b861bae0d7b835152e5e0724a23a6f06161a8a9337b5b2fb9a627d0e40d56f85d603bfde4e99502bd5adf079768f22685a241560019524b86978e2318d373c70
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data/CHANGELOG.md
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# Changelog
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## 0.16.0 (2026-02-24)
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Full Changelog: [v0.15.0...v0.16.0](https://github.com/Modern-Treasury/modern-treasury-ruby/compare/v0.15.0...v0.16.0)
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### Features
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* **api:** api update ([56c491e](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/56c491e14575b8e85e5d885d85870d0c602baf72))
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* **api:** api update ([0d9d0f2](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/0d9d0f2ce0e877ff8d3c835858a8ae76ca804f8e))
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* **api:** api update ([11a5ef3](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/11a5ef3670dd153d50f37fd7092dfa17d7c96de6))
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* **api:** api update ([33d3263](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/33d3263bd00d33ebc839d0007dff1aa2261c30f1))
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## 0.15.0 (2026-02-19)
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Full Changelog: [v0.14.0...v0.15.0](https://github.com/Modern-Treasury/modern-treasury-ruby/compare/v0.14.0...v0.15.0)
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data/README.md
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@@ -194,6 +194,12 @@ module ModernTreasury
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# @return [Time, nil]
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optional :expires_at, Time, nil?: true
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# @!attribute external_id
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# An optional user-defined 180 character unique identifier.
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#
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# @return [String, nil]
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optional :external_id, String, nil?: true
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# @!attribute fallback_type
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# A payment type to fallback to if the original type is not valid for the
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# receiving account. Currently, this only supports falling back from RTP to ACH
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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(amount:, direction:, originating_account_id:, type:, accounting: nil, accounting_category_id: nil, accounting_ledger_class_id: nil, charge_bearer: nil, currency: nil, description: nil, effective_date: nil, expires_at: nil, fallback_type: nil, foreign_exchange_contract: nil, foreign_exchange_indicator: nil, ledger_transaction: nil, ledger_transaction_id: nil, line_items: nil, metadata: nil, nsf_protected: 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, subtype: nil, transaction_monitoring_enabled: nil, ultimate_originating_party_identifier: nil, ultimate_originating_party_name: nil, ultimate_receiving_party_identifier: nil, ultimate_receiving_party_name: nil)
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# @!method initialize(amount:, direction:, originating_account_id:, type:, accounting: nil, accounting_category_id: nil, accounting_ledger_class_id: nil, charge_bearer: nil, currency: nil, description: nil, effective_date: nil, expires_at: nil, external_id: nil, fallback_type: nil, foreign_exchange_contract: nil, foreign_exchange_indicator: nil, ledger_transaction: nil, ledger_transaction_id: nil, line_items: nil, metadata: nil, nsf_protected: 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, subtype: nil, transaction_monitoring_enabled: nil, ultimate_originating_party_identifier: nil, ultimate_originating_party_name: nil, ultimate_receiving_party_identifier: nil, ultimate_receiving_party_name: nil)
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# Some parameter documentations has been truncated, see
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# {ModernTreasury::Models::BulkRequestCreateParams::Resource::PaymentOrderAsyncCreateRequest}
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# for more details.
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#
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# @param expires_at [Time, nil] RFP payments require an expires_at. This value must be past the effective_date.
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#
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# @param external_id [String, nil] An optional user-defined 180 character unique identifier.
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#
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# @param fallback_type [Symbol, ModernTreasury::Models::BulkRequestCreateParams::Resource::PaymentOrderAsyncCreateRequest::FallbackType] A payment type to fallback to if the original type is not valid for the receivin
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#
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# @!attribute external_id
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#
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# @!attribute fallback_type
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# @!method initialize(id: nil, 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, 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)
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# @!method initialize(id: nil, 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)
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# {ModernTreasury::Models::BulkRequestCreateParams::Resource::PaymentOrderUpdateRequestWithID}
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#
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# @!attribute external_id
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# A unique string to represent the ledger transaction. Only one pending or posted
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#
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# @!method initialize(id: nil, description: nil, effective_at: nil, ledger_entries: nil, ledgerable_id: nil, ledgerable_type: nil, metadata: nil, status: nil)
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# @!method initialize(id: nil, description: nil, effective_at: nil, external_id: nil, ledger_entries: nil, ledgerable_id: nil, ledgerable_type: nil, metadata: nil, status: nil)
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# @param external_id [String, nil] A unique string to represent the ledger transaction. Only one pending or posted
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#
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# @param ledger_entries [Array<ModernTreasury::Models::LedgerEntryCreateRequest>] An array of ledger entry objects.
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# @param ledgerable_id [String] If the ledger transaction can be reconciled to another object in Modern Treasury
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required :expected_activity_volume, Integer, nil?: true
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# @!attribute external_id
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# @!attribute first_name
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# @!method initialize(id:, addresses:, bank_settings:, business_description:, business_name:, citizenship_country:, compliance_details:, country_of_incorporation:, created_at:, date_formed:, date_of_birth:, discarded_at:, documents:, doing_business_as_names:, email:, expected_activity_volume:, first_name:, identifications:, industry_classifications:, intended_use:, last_name:, legal_entity_associations:, legal_entity_type:, legal_structure:, listed_exchange:, live_mode:, metadata:, middle_name:, object:, operating_jurisdictions:, phone_numbers:, politically_exposed_person:, preferred_name:, prefix:, primary_social_media_sites:, regulators:, risk_rating:, status:, suffix:, third_party_verification:, ticker_symbol:, updated_at:, wealth_and_employment_details:, website:)
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# @!method initialize(id:, addresses:, bank_settings:, business_description:, business_name:, citizenship_country:, compliance_details:, country_of_incorporation:, created_at:, date_formed:, date_of_birth:, discarded_at:, documents:, doing_business_as_names:, email:, expected_activity_volume:, external_id:, first_name:, identifications:, industry_classifications:, intended_use:, last_name:, legal_entity_associations:, legal_entity_type:, legal_structure:, listed_exchange:, live_mode:, metadata:, middle_name:, object:, operating_jurisdictions:, phone_numbers:, politically_exposed_person:, preferred_name:, prefix:, primary_social_media_sites:, regulators:, risk_rating:, status:, suffix:, third_party_verification:, ticker_symbol:, updated_at:, wealth_and_employment_details:, website:)
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# @param external_id [String, nil] An optional user-defined 180 character unique identifier.
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# @!attribute external_id
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#
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# @!method initialize(addresses: nil, bank_settings: nil, business_description: nil, business_name: nil, citizenship_country: nil, connection_id: nil, country_of_incorporation: nil, date_formed: nil, date_of_birth: nil, doing_business_as_names: nil, email: nil, expected_activity_volume: nil, first_name: nil, identifications: nil, industry_classifications: nil, intended_use: nil, last_name: nil, legal_entity_associations: nil, legal_entity_type: nil, legal_structure: nil, listed_exchange: nil, metadata: nil, middle_name: nil, operating_jurisdictions: nil, phone_numbers: nil, politically_exposed_person: nil, preferred_name: nil, prefix: nil, primary_social_media_sites: nil, regulators: nil, risk_rating: nil, status: nil, suffix: nil, third_party_verification: nil, ticker_symbol: nil, wealth_and_employment_details: nil, website: nil)
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# @!method initialize(addresses: nil, bank_settings: nil, business_description: nil, business_name: nil, citizenship_country: nil, connection_id: nil, country_of_incorporation: nil, date_formed: nil, date_of_birth: nil, doing_business_as_names: nil, email: nil, expected_activity_volume: nil, external_id: nil, first_name: nil, identifications: nil, industry_classifications: nil, intended_use: nil, last_name: nil, legal_entity_associations: nil, legal_entity_type: nil, legal_structure: nil, listed_exchange: nil, metadata: nil, middle_name: nil, operating_jurisdictions: nil, phone_numbers: nil, politically_exposed_person: nil, preferred_name: nil, prefix: nil, primary_social_media_sites: nil, regulators: nil, risk_rating: nil, status: nil, suffix: nil, third_party_verification: nil, ticker_symbol: nil, wealth_and_employment_details: nil, website: nil)
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# @param identifications [Array<ModernTreasury::Models::IdentificationCreateRequest>] A list of identifications for the legal entity.
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# @!attribute external_id
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#
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# @!attribute first_name
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# An individual's first name.
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#
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# @!method initialize(addresses: nil, bank_settings: nil, business_description: nil, business_name: nil, citizenship_country: nil, connection_id: nil, country_of_incorporation: nil, date_formed: nil, date_of_birth: nil, doing_business_as_names: nil, email: nil, expected_activity_volume: nil, first_name: nil, identifications: nil, industry_classifications: nil, intended_use: nil, last_name: nil, legal_entity_associations: nil, legal_entity_type: nil, legal_structure: nil, listed_exchange: nil, metadata: nil, middle_name: nil, operating_jurisdictions: nil, phone_numbers: nil, politically_exposed_person: nil, preferred_name: nil, prefix: nil, primary_social_media_sites: nil, regulators: nil, risk_rating: nil, status: nil, suffix: nil, third_party_verification: nil, ticker_symbol: nil, wealth_and_employment_details: nil, website: nil)
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# @!method initialize(addresses: nil, bank_settings: nil, business_description: nil, business_name: nil, citizenship_country: nil, connection_id: nil, country_of_incorporation: nil, date_formed: nil, date_of_birth: nil, doing_business_as_names: nil, email: nil, expected_activity_volume: nil, external_id: nil, first_name: nil, identifications: nil, industry_classifications: nil, intended_use: nil, last_name: nil, legal_entity_associations: nil, legal_entity_type: nil, legal_structure: nil, listed_exchange: nil, metadata: nil, middle_name: nil, operating_jurisdictions: nil, phone_numbers: nil, politically_exposed_person: nil, preferred_name: nil, prefix: nil, primary_social_media_sites: nil, regulators: nil, risk_rating: nil, status: nil, suffix: nil, third_party_verification: nil, ticker_symbol: nil, wealth_and_employment_details: nil, website: nil)
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# Some parameter documentations has been truncated, see
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# {ModernTreasury::Models::ConnectionLegalEntityCreateParams::LegalEntity} for
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# more details.
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#
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# @param expected_activity_volume [Integer, nil] Monthly expected transaction volume in USD.
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#
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# @param external_id [String, nil] An optional user-defined 180 character unique identifier.
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#
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# @param first_name [String, nil] An individual's first name.
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#
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# @param identifications [Array<ModernTreasury::Models::IdentificationCreateRequest>] A list of identifications for the legal entity.
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@@ -515,6 +515,12 @@ module ModernTreasury
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# @return [Integer, nil]
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optional :expected_activity_volume, Integer, nil?: true
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# @!attribute external_id
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# An optional user-defined 180 character unique identifier.
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#
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# @return [String, nil]
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optional :external_id, String, nil?: true
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# @!attribute first_name
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|
# An individual's first name.
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#
|
|
@@ -683,7 +689,7 @@ module ModernTreasury
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# @return [String, nil]
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|
optional :website, String, nil?: true
|
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|
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|
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|
-
# @!method initialize(legal_entity_type:, addresses: nil, bank_settings: nil, business_description: nil, business_name: nil, citizenship_country: nil, connection_id: nil, country_of_incorporation: nil, date_formed: nil, date_of_birth: nil, doing_business_as_names: nil, email: nil, expected_activity_volume: nil, first_name: nil, identifications: nil, industry_classifications: nil, intended_use: nil, last_name: nil, legal_entity_associations: nil, legal_structure: nil, listed_exchange: nil, metadata: nil, middle_name: nil, operating_jurisdictions: nil, phone_numbers: nil, politically_exposed_person: nil, preferred_name: nil, prefix: nil, primary_social_media_sites: nil, regulators: nil, risk_rating: nil, status: nil, suffix: nil, third_party_verification: nil, ticker_symbol: nil, wealth_and_employment_details: nil, website: nil)
|
|
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|
+
# @!method initialize(legal_entity_type:, addresses: nil, bank_settings: nil, business_description: nil, business_name: nil, citizenship_country: nil, connection_id: nil, country_of_incorporation: nil, date_formed: nil, date_of_birth: nil, doing_business_as_names: nil, email: nil, expected_activity_volume: nil, external_id: nil, first_name: nil, identifications: nil, industry_classifications: nil, intended_use: nil, last_name: nil, legal_entity_associations: nil, legal_structure: nil, listed_exchange: nil, metadata: nil, middle_name: nil, operating_jurisdictions: nil, phone_numbers: nil, politically_exposed_person: nil, preferred_name: nil, prefix: nil, primary_social_media_sites: nil, regulators: nil, risk_rating: nil, status: nil, suffix: nil, third_party_verification: nil, ticker_symbol: nil, wealth_and_employment_details: nil, website: nil)
|
|
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|
# Some parameter documentations has been truncated, see
|
|
688
694
|
# {ModernTreasury::Models::CounterpartyCreateParams::LegalEntity} for more
|
|
689
695
|
# details.
|
|
@@ -714,6 +720,8 @@ module ModernTreasury
|
|
|
714
720
|
#
|
|
715
721
|
# @param expected_activity_volume [Integer, nil] Monthly expected transaction volume in USD.
|
|
716
722
|
#
|
|
723
|
+
# @param external_id [String, nil] An optional user-defined 180 character unique identifier.
|
|
724
|
+
#
|
|
717
725
|
# @param first_name [String, nil] An individual's first name.
|
|
718
726
|
#
|
|
719
727
|
# @param identifications [Array<ModernTreasury::Models::IdentificationCreateRequest>] A list of identifications for the legal entity.
|
|
@@ -13,6 +13,12 @@ module ModernTreasury
|
|
|
13
13
|
# @return [String, nil]
|
|
14
14
|
optional :email, String
|
|
15
15
|
|
|
16
|
+
# @!attribute external_id
|
|
17
|
+
# An optional user-defined 180 character unique identifier.
|
|
18
|
+
#
|
|
19
|
+
# @return [String, nil]
|
|
20
|
+
optional :external_id, String, nil?: true
|
|
21
|
+
|
|
16
22
|
# @!attribute legal_entity_id
|
|
17
23
|
# The id of the legal entity.
|
|
18
24
|
#
|
|
@@ -45,12 +51,14 @@ module ModernTreasury
|
|
|
45
51
|
# @return [String, nil]
|
|
46
52
|
optional :taxpayer_identifier, String
|
|
47
53
|
|
|
48
|
-
# @!method initialize(email: nil, legal_entity_id: nil, metadata: nil, name: nil, send_remittance_advice: nil, taxpayer_identifier: nil, request_options: {})
|
|
54
|
+
# @!method initialize(email: nil, external_id: nil, legal_entity_id: nil, metadata: nil, name: nil, send_remittance_advice: nil, taxpayer_identifier: nil, request_options: {})
|
|
49
55
|
# Some parameter documentations has been truncated, see
|
|
50
56
|
# {ModernTreasury::Models::CounterpartyUpdateParams} for more details.
|
|
51
57
|
#
|
|
52
58
|
# @param email [String] A new email for the counterparty.
|
|
53
59
|
#
|
|
60
|
+
# @param external_id [String, nil] An optional user-defined 180 character unique identifier.
|
|
61
|
+
#
|
|
54
62
|
# @param legal_entity_id [String, nil] The id of the legal entity.
|
|
55
63
|
#
|
|
56
64
|
# @param metadata [Hash{Symbol=>String}] Additional data in the form of key-value pairs. Pairs can be removed by passing
|
|
@@ -59,6 +59,12 @@ module ModernTreasury
|
|
|
59
59
|
# @return [Symbol, ModernTreasury::Models::Currency]
|
|
60
60
|
required :currency, enum: -> { ModernTreasury::Currency }
|
|
61
61
|
|
|
62
|
+
# @!attribute external_id
|
|
63
|
+
# An optional user-defined 180 character unique identifier.
|
|
64
|
+
#
|
|
65
|
+
# @return [String, nil]
|
|
66
|
+
required :external_id, String, nil?: true
|
|
67
|
+
|
|
62
68
|
# @!attribute ledger_account_id
|
|
63
69
|
# If the internal account links to a ledger account in Modern Treasury, the id of
|
|
64
70
|
# the ledger account will be populated here.
|
|
@@ -144,7 +150,7 @@ module ModernTreasury
|
|
|
144
150
|
# @return [String, nil]
|
|
145
151
|
required :vendor_id, String, nil?: true
|
|
146
152
|
|
|
147
|
-
# @!method initialize(id:, account_capabilities:, account_details:, account_type:, connection:, contra_ledger_account_id:, counterparty_id:, created_at:, currency:, ledger_account_id:, legal_entity_id:, live_mode:, metadata:, name:, object:, parent_account_id:, party_address:, party_name:, party_type:, routing_details:, status:, updated_at:, vendor_id:)
|
|
153
|
+
# @!method initialize(id:, account_capabilities:, account_details:, account_type:, connection:, contra_ledger_account_id:, counterparty_id:, created_at:, currency:, external_id:, ledger_account_id:, legal_entity_id:, live_mode:, metadata:, name:, object:, parent_account_id:, party_address:, party_name:, party_type:, routing_details:, status:, updated_at:, vendor_id:)
|
|
148
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|
# Some parameter documentations has been truncated, see
|
|
149
155
|
# {ModernTreasury::Models::InternalAccount} for more details.
|
|
150
156
|
#
|
|
@@ -166,6 +172,8 @@ module ModernTreasury
|
|
|
166
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|
#
|
|
167
173
|
# @param currency [Symbol, ModernTreasury::Models::Currency] The currency of the account.
|
|
168
174
|
#
|
|
175
|
+
# @param external_id [String, nil] An optional user-defined 180 character unique identifier.
|
|
176
|
+
#
|
|
169
177
|
# @param ledger_account_id [String, nil] If the internal account links to a ledger account in Modern Treasury, the id of
|
|
170
178
|
#
|
|
171
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|
# @param legal_entity_id [String, nil] The Legal Entity associated to this account.
|
|
@@ -53,6 +53,12 @@ module ModernTreasury
|
|
|
53
53
|
# @return [String, nil]
|
|
54
54
|
optional :counterparty_id, String
|
|
55
55
|
|
|
56
|
+
# @!attribute external_id
|
|
57
|
+
# An optional user-defined 180 character unique identifier.
|
|
58
|
+
#
|
|
59
|
+
# @return [String, nil]
|
|
60
|
+
optional :external_id, String, nil?: true
|
|
61
|
+
|
|
56
62
|
# @!attribute legal_entity_id
|
|
57
63
|
# The LegalEntity associated to this account.
|
|
58
64
|
#
|
|
@@ -78,7 +84,7 @@ module ModernTreasury
|
|
|
78
84
|
# @return [Hash{Symbol=>String}, nil]
|
|
79
85
|
optional :vendor_attributes, ModernTreasury::Internal::Type::HashOf[String]
|
|
80
86
|
|
|
81
|
-
# @!method initialize(connection_id:, currency:, name:, party_name:, account_capabilities: nil, account_type: nil, counterparty_id: nil, legal_entity_id: nil, parent_account_id: nil, party_address: nil, vendor_attributes: nil, request_options: {})
|
|
87
|
+
# @!method initialize(connection_id:, currency:, name:, party_name:, account_capabilities: nil, account_type: nil, counterparty_id: nil, external_id: nil, legal_entity_id: nil, parent_account_id: nil, party_address: nil, vendor_attributes: nil, request_options: {})
|
|
82
88
|
# Some parameter documentations has been truncated, see
|
|
83
89
|
# {ModernTreasury::Models::InternalAccountCreateParams} for more details.
|
|
84
90
|
#
|
|
@@ -96,6 +102,8 @@ module ModernTreasury
|
|
|
96
102
|
#
|
|
97
103
|
# @param counterparty_id [String] The Counterparty associated to this account.
|
|
98
104
|
#
|
|
105
|
+
# @param external_id [String, nil] An optional user-defined 180 character unique identifier.
|
|
106
|
+
#
|
|
99
107
|
# @param legal_entity_id [String] The LegalEntity associated to this account.
|
|
100
108
|
#
|
|
101
109
|
# @param parent_account_id [String] The parent internal account of this new account.
|
|
@@ -24,6 +24,12 @@ module ModernTreasury
|
|
|
24
24
|
# @return [Symbol, ModernTreasury::Models::Currency, nil]
|
|
25
25
|
optional :currency, enum: -> { ModernTreasury::Currency }
|
|
26
26
|
|
|
27
|
+
# @!attribute external_id
|
|
28
|
+
# An optional user-defined 180 character unique identifier.
|
|
29
|
+
#
|
|
30
|
+
# @return [String, nil]
|
|
31
|
+
optional :external_id, String
|
|
32
|
+
|
|
27
33
|
# @!attribute legal_entity_id
|
|
28
34
|
# Only return internal accounts associated with this legal entity.
|
|
29
35
|
#
|
|
@@ -61,7 +67,7 @@ module ModernTreasury
|
|
|
61
67
|
# @return [Symbol, ModernTreasury::Models::InternalAccountListParams::Status, nil]
|
|
62
68
|
optional :status, enum: -> { ModernTreasury::InternalAccountListParams::Status }
|
|
63
69
|
|
|
64
|
-
# @!method initialize(after_cursor: nil, counterparty_id: nil, currency: nil, legal_entity_id: nil, metadata: nil, payment_direction: nil, payment_type: nil, per_page: nil, status: nil, request_options: {})
|
|
70
|
+
# @!method initialize(after_cursor: nil, counterparty_id: nil, currency: nil, external_id: nil, legal_entity_id: nil, metadata: nil, payment_direction: nil, payment_type: nil, per_page: nil, status: nil, request_options: {})
|
|
65
71
|
# Some parameter documentations has been truncated, see
|
|
66
72
|
# {ModernTreasury::Models::InternalAccountListParams} for more details.
|
|
67
73
|
#
|
|
@@ -71,6 +77,8 @@ module ModernTreasury
|
|
|
71
77
|
#
|
|
72
78
|
# @param currency [Symbol, ModernTreasury::Models::Currency] Only return internal accounts with this currency.
|
|
73
79
|
#
|
|
80
|
+
# @param external_id [String] An optional user-defined 180 character unique identifier.
|
|
81
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+
#
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# @!attribute external_id
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# An optional user-defined 180 character unique identifier.
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#
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# @!attribute ledger_account_id
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# The Ledger Account associated to this account.
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#
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optional :parent_account_id, String
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# @!method initialize(contra_ledger_account_id: nil, counterparty_id: nil, ledger_account_id: nil, metadata: nil, name: nil, parent_account_id: nil, request_options: {})
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# @!method initialize(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: {})
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# Some parameter documentations has been truncated, see
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# {ModernTreasury::Models::InternalAccountUpdateParams} for more details.
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#
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#
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# @param counterparty_id [String] The Counterparty associated to this account.
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#
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#
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# @param ledger_account_id [String] The Ledger Account associated to this account.
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#
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# @param metadata [Hash{Symbol=>String}] Additional data in the form of key-value pairs. Pairs can be removed by passing
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# @return [String, nil]
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optional :description, String, nil?: true
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# @!attribute external_id
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# An optional user-defined 180 character unique identifier.
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#
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# @!attribute metadata
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# Additional data represented as key-value pairs. Both the key and value must be
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# strings.
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# @return [String, nil]
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optional :name, String
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# @!method initialize(description: nil, metadata: nil, name: nil, request_options: {})
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# @!method initialize(description: nil, external_id: nil, metadata: nil, name: nil, request_options: {})
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# Some parameter documentations has been truncated, see
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# {ModernTreasury::Models::LedgerAccountCategoryUpdateParams} for more details.
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#
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# @param description [String, nil] The description of the ledger account category.
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#
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# @param external_id [String, nil] An optional user-defined 180 character unique identifier.
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#
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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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#
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# @param name [String] The name of the ledger account category.
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@@ -13,6 +13,12 @@ module ModernTreasury
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# @return [String, nil]
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optional :description, String, nil?: true
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# @!attribute external_id
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# An optional user-defined 180 character unique identifier.
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+
#
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# @return [String, nil]
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optional :external_id, String, nil?: true
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+
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# @!attribute metadata
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# Additional data represented as key-value pairs. Both the key and value must be
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# strings.
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@@ -26,12 +32,14 @@ module ModernTreasury
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# @return [String, nil]
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optional :name, String
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-
# @!method initialize(description: nil, metadata: nil, name: nil, request_options: {})
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# @!method initialize(description: nil, external_id: nil, metadata: nil, name: nil, request_options: {})
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# Some parameter documentations has been truncated, see
|
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# {ModernTreasury::Models::LedgerAccountUpdateParams} for more details.
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#
|
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# @param description [String, nil] The description of the ledger account.
|
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|
#
|
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41
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+
# @param external_id [String, nil] An optional user-defined 180 character unique identifier.
|
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42
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+
#
|
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35
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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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36
44
|
#
|
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37
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|
# @param name [String] The name of the ledger account.
|
|
@@ -20,6 +20,13 @@ module ModernTreasury
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|
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20
20
|
# @return [Time, nil]
|
|
21
21
|
optional :effective_at, Time
|
|
22
22
|
|
|
23
|
+
# @!attribute external_id
|
|
24
|
+
# A unique string to represent the ledger transaction. Only one pending or posted
|
|
25
|
+
# ledger transaction may have this ID in the ledger.
|
|
26
|
+
#
|
|
27
|
+
# @return [String, nil]
|
|
28
|
+
optional :external_id, String, nil?: true
|
|
29
|
+
|
|
23
30
|
# @!attribute ledger_entries
|
|
24
31
|
# An array of ledger entry objects.
|
|
25
32
|
#
|
|
@@ -55,7 +62,7 @@ module ModernTreasury
|
|
|
55
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# @return [Symbol, ModernTreasury::Models::LedgerTransactionUpdateParams::Status, nil]
|
|
56
63
|
optional :status, enum: -> { ModernTreasury::LedgerTransactionUpdateParams::Status }
|
|
57
64
|
|
|
58
|
-
# @!method initialize(description: nil, effective_at: nil, ledger_entries: nil, ledgerable_id: nil, ledgerable_type: nil, metadata: nil, status: nil, request_options: {})
|
|
65
|
+
# @!method initialize(description: nil, effective_at: nil, external_id: nil, ledger_entries: nil, ledgerable_id: nil, ledgerable_type: nil, metadata: nil, status: nil, request_options: {})
|
|
59
66
|
# Some parameter documentations has been truncated, see
|
|
60
67
|
# {ModernTreasury::Models::LedgerTransactionUpdateParams} for more details.
|
|
61
68
|
#
|
|
@@ -63,6 +70,8 @@ module ModernTreasury
|
|
|
63
70
|
#
|
|
64
71
|
# @param effective_at [Time] The timestamp (ISO8601 format) at which the ledger transaction happened for repo
|
|
65
72
|
#
|
|
73
|
+
# @param external_id [String, nil] A unique string to represent the ledger transaction. Only one pending or posted
|
|
74
|
+
#
|
|
66
75
|
# @param ledger_entries [Array<ModernTreasury::Models::LedgerEntryCreateRequest>] An array of ledger entry objects.
|
|
67
76
|
#
|
|
68
77
|
# @param ledgerable_id [String] If the ledger transaction can be reconciled to another object in Modern Treasury
|
|
@@ -95,6 +95,12 @@ module ModernTreasury
|
|
|
95
95
|
# @return [Integer, nil]
|
|
96
96
|
required :expected_activity_volume, Integer, nil?: true
|
|
97
97
|
|
|
98
|
+
# @!attribute external_id
|
|
99
|
+
# An optional user-defined 180 character unique identifier.
|
|
100
|
+
#
|
|
101
|
+
# @return [String, nil]
|
|
102
|
+
required :external_id, String, nil?: true
|
|
103
|
+
|
|
98
104
|
# @!attribute first_name
|
|
99
105
|
# An individual's first name.
|
|
100
106
|
#
|
|
@@ -276,7 +282,7 @@ module ModernTreasury
|
|
|
276
282
|
-> { ModernTreasury::Internal::Type::ArrayOf[ModernTreasury::LegalEntityAssociation] },
|
|
277
283
|
nil?: true
|
|
278
284
|
|
|
279
|
-
# @!method initialize(id:, addresses:, bank_settings:, business_description:, business_name:, citizenship_country:, compliance_details:, country_of_incorporation:, created_at:, date_formed:, date_of_birth:, discarded_at:, documents:, doing_business_as_names:, email:, expected_activity_volume:, first_name:, identifications:, industry_classifications:, intended_use:, last_name:, legal_entity_type:, legal_structure:, listed_exchange:, live_mode:, metadata:, middle_name:, object:, operating_jurisdictions:, phone_numbers:, politically_exposed_person:, preferred_name:, prefix:, primary_social_media_sites:, regulators:, risk_rating:, status:, suffix:, third_party_verification:, ticker_symbol:, updated_at:, wealth_and_employment_details:, website:, legal_entity_associations: nil)
|
|
285
|
+
# @!method initialize(id:, addresses:, bank_settings:, business_description:, business_name:, citizenship_country:, compliance_details:, country_of_incorporation:, created_at:, date_formed:, date_of_birth:, discarded_at:, documents:, doing_business_as_names:, email:, expected_activity_volume:, external_id:, first_name:, identifications:, industry_classifications:, intended_use:, last_name:, legal_entity_type:, legal_structure:, listed_exchange:, live_mode:, metadata:, middle_name:, object:, operating_jurisdictions:, phone_numbers:, politically_exposed_person:, preferred_name:, prefix:, primary_social_media_sites:, regulators:, risk_rating:, status:, suffix:, third_party_verification:, ticker_symbol:, updated_at:, wealth_and_employment_details:, website:, legal_entity_associations: nil)
|
|
280
286
|
# Some parameter documentations has been truncated, see
|
|
281
287
|
# {ModernTreasury::Models::LegalEntity} for more details.
|
|
282
288
|
#
|
|
@@ -312,6 +318,8 @@ module ModernTreasury
|
|
|
312
318
|
#
|
|
313
319
|
# @param expected_activity_volume [Integer, nil] Monthly expected transaction volume in USD.
|
|
314
320
|
#
|
|
321
|
+
# @param external_id [String, nil] An optional user-defined 180 character unique identifier.
|
|
322
|
+
#
|
|
315
323
|
# @param first_name [String, nil] An individual's first name.
|
|
316
324
|
#
|
|
317
325
|
# @param identifications [Array<ModernTreasury::Models::LegalEntity::Identification>] A list of identifications for the legal entity.
|
|
@@ -89,6 +89,12 @@ module ModernTreasury
|
|
|
89
89
|
# @return [Integer, nil]
|
|
90
90
|
optional :expected_activity_volume, Integer, nil?: true
|
|
91
91
|
|
|
92
|
+
# @!attribute external_id
|
|
93
|
+
# An optional user-defined 180 character unique identifier.
|
|
94
|
+
#
|
|
95
|
+
# @return [String, nil]
|
|
96
|
+
optional :external_id, String, nil?: true
|
|
97
|
+
|
|
92
98
|
# @!attribute first_name
|
|
93
99
|
# An individual's first name.
|
|
94
100
|
#
|
|
@@ -251,7 +257,7 @@ module ModernTreasury
|
|
|
251
257
|
# @return [String, nil]
|
|
252
258
|
optional :website, String, nil?: true
|
|
253
259
|
|
|
254
|
-
# @!method initialize(legal_entity_type:, addresses: nil, bank_settings: nil, business_description: nil, business_name: nil, citizenship_country: nil, connection_id: nil, country_of_incorporation: nil, date_formed: nil, date_of_birth: nil, doing_business_as_names: nil, email: nil, expected_activity_volume: nil, first_name: nil, identifications: nil, industry_classifications: nil, intended_use: nil, last_name: nil, legal_entity_associations: nil, legal_structure: nil, listed_exchange: nil, metadata: nil, middle_name: nil, operating_jurisdictions: nil, phone_numbers: nil, politically_exposed_person: nil, preferred_name: nil, prefix: nil, primary_social_media_sites: nil, regulators: nil, risk_rating: nil, status: nil, suffix: nil, third_party_verification: nil, ticker_symbol: nil, wealth_and_employment_details: nil, website: nil, request_options: {})
|
|
260
|
+
# @!method initialize(legal_entity_type:, addresses: nil, bank_settings: nil, business_description: nil, business_name: nil, citizenship_country: nil, connection_id: nil, country_of_incorporation: nil, date_formed: nil, date_of_birth: nil, doing_business_as_names: nil, email: nil, expected_activity_volume: nil, external_id: nil, first_name: nil, identifications: nil, industry_classifications: nil, intended_use: nil, last_name: nil, legal_entity_associations: nil, legal_structure: nil, listed_exchange: nil, metadata: nil, middle_name: nil, operating_jurisdictions: nil, phone_numbers: nil, politically_exposed_person: nil, preferred_name: nil, prefix: nil, primary_social_media_sites: nil, regulators: nil, risk_rating: nil, status: nil, suffix: nil, third_party_verification: nil, ticker_symbol: nil, wealth_and_employment_details: nil, website: nil, request_options: {})
|
|
255
261
|
# Some parameter documentations has been truncated, see
|
|
256
262
|
# {ModernTreasury::Models::LegalEntityCreateParams} for more details.
|
|
257
263
|
#
|
|
@@ -281,6 +287,8 @@ module ModernTreasury
|
|
|
281
287
|
#
|
|
282
288
|
# @param expected_activity_volume [Integer, nil] Monthly expected transaction volume in USD.
|
|
283
289
|
#
|
|
290
|
+
# @param external_id [String, nil] An optional user-defined 180 character unique identifier.
|
|
291
|
+
#
|
|
284
292
|
# @param first_name [String, nil] An individual's first name.
|
|
285
293
|
#
|
|
286
294
|
# @param identifications [Array<ModernTreasury::Models::IdentificationCreateRequest>] A list of identifications for the legal entity.
|
|
@@ -12,6 +12,12 @@ module ModernTreasury
|
|
|
12
12
|
# @return [String, nil]
|
|
13
13
|
optional :after_cursor, String, nil?: true
|
|
14
14
|
|
|
15
|
+
# @!attribute external_id
|
|
16
|
+
# An optional user-defined 180 character unique identifier.
|
|
17
|
+
#
|
|
18
|
+
# @return [String, nil]
|
|
19
|
+
optional :external_id, String
|
|
20
|
+
|
|
15
21
|
# @!attribute legal_entity_type
|
|
16
22
|
#
|
|
17
23
|
# @return [Symbol, ModernTreasury::Models::LegalEntityListParams::LegalEntityType, nil]
|
|
@@ -40,12 +46,14 @@ module ModernTreasury
|
|
|
40
46
|
# @return [Symbol, ModernTreasury::Models::LegalEntityListParams::Status, nil]
|
|
41
47
|
optional :status, enum: -> { ModernTreasury::LegalEntityListParams::Status }
|
|
42
48
|
|
|
43
|
-
# @!method initialize(after_cursor: nil, legal_entity_type: nil, metadata: nil, per_page: nil, show_deleted: nil, status: nil, request_options: {})
|
|
49
|
+
# @!method initialize(after_cursor: nil, external_id: nil, legal_entity_type: nil, metadata: nil, per_page: nil, show_deleted: nil, status: nil, request_options: {})
|
|
44
50
|
# Some parameter documentations has been truncated, see
|
|
45
51
|
# {ModernTreasury::Models::LegalEntityListParams} for more details.
|
|
46
52
|
#
|
|
47
53
|
# @param after_cursor [String, nil]
|
|
48
54
|
#
|
|
55
|
+
# @param external_id [String] An optional user-defined 180 character unique identifier.
|
|
56
|
+
#
|
|
49
57
|
# @param legal_entity_type [Symbol, ModernTreasury::Models::LegalEntityListParams::LegalEntityType]
|
|
50
58
|
#
|
|
51
59
|
# @param metadata [Hash{Symbol=>String}] For example, if you want to query for records with metadata key `Type` and value
|