modern_treasury 0.29.1 → 0.29.2
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- checksums.yaml +4 -4
- data/CHANGELOG.md +10 -0
- data/README.md +1 -1
- data/lib/modern_treasury/client.rb +12 -0
- data/lib/modern_treasury/models/case_.rb +318 -0
- data/lib/modern_treasury/models/case_list_params.rb +73 -0
- data/lib/modern_treasury/models/case_retrieve_params.rb +20 -0
- data/lib/modern_treasury/models/child_legal_entity.rb +24 -1
- data/lib/modern_treasury/models/child_legal_entity_create.rb +24 -1
- data/lib/modern_treasury/models/connection_legal_entity_create_params.rb +26 -1
- data/lib/modern_treasury/models/counterparty_create_params.rb +24 -1
- data/lib/modern_treasury/models/journal_source_list_params.rb +62 -0
- data/lib/modern_treasury/models/journal_source_retrieve_params.rb +20 -0
- data/lib/modern_treasury/models/legal_entity.rb +26 -1
- data/lib/modern_treasury/models/legal_entity_association.rb +1 -0
- data/lib/modern_treasury/models/legal_entity_association_create_params.rb +66 -0
- data/lib/modern_treasury/models/legal_entity_association_delete_params.rb +20 -0
- data/lib/modern_treasury/models/legal_entity_create_params.rb +22 -1
- data/lib/modern_treasury/models/legal_entity_update_params.rb +22 -1
- data/lib/modern_treasury/models/legal_entity_update_status_params.rb +46 -0
- data/lib/modern_treasury/models/virtual_account_create_params.rb +9 -1
- data/lib/modern_treasury/models/virtual_account_setting.rb +57 -0
- data/lib/modern_treasury/models/virtual_account_setting_create_params.rb +81 -0
- data/lib/modern_treasury/models/virtual_account_setting_list_params.rb +36 -0
- data/lib/modern_treasury/models.rb +22 -0
- data/lib/modern_treasury/resources/cases.rb +66 -0
- data/lib/modern_treasury/resources/journal_sources.rb +67 -0
- data/lib/modern_treasury/resources/legal_entities.rb +33 -2
- data/lib/modern_treasury/resources/legal_entity_associations.rb +50 -0
- data/lib/modern_treasury/resources/virtual_account_settings.rb +81 -0
- data/lib/modern_treasury/resources/virtual_accounts.rb +3 -1
- data/lib/modern_treasury/version.rb +1 -1
- data/lib/modern_treasury.rb +14 -0
- data/rbi/modern_treasury/client.rbi +9 -0
- data/rbi/modern_treasury/models/case_.rbi +521 -0
- data/rbi/modern_treasury/models/case_list_params.rbi +145 -0
- data/rbi/modern_treasury/models/case_retrieve_params.rbi +38 -0
- data/rbi/modern_treasury/models/child_legal_entity.rbi +52 -0
- data/rbi/modern_treasury/models/child_legal_entity_create.rbi +55 -0
- data/rbi/modern_treasury/models/connection_legal_entity_create_params.rbi +55 -0
- data/rbi/modern_treasury/models/counterparty_create_params.rbi +55 -0
- data/rbi/modern_treasury/models/journal_source_list_params.rbi +104 -0
- data/rbi/modern_treasury/models/journal_source_retrieve_params.rbi +38 -0
- data/rbi/modern_treasury/models/legal_entity.rbi +52 -0
- data/rbi/modern_treasury/models/legal_entity_association_create_params.rbi +128 -0
- data/rbi/modern_treasury/models/legal_entity_association_delete_params.rbi +38 -0
- data/rbi/modern_treasury/models/legal_entity_create_params.rbi +55 -0
- data/rbi/modern_treasury/models/legal_entity_update_params.rbi +55 -0
- data/rbi/modern_treasury/models/legal_entity_update_status_params.rbi +96 -0
- data/rbi/modern_treasury/models/virtual_account_create_params.rbi +11 -0
- data/rbi/modern_treasury/models/virtual_account_setting.rbi +74 -0
- data/rbi/modern_treasury/models/virtual_account_setting_create_params.rbi +102 -0
- data/rbi/modern_treasury/models/virtual_account_setting_list_params.rbi +64 -0
- data/rbi/modern_treasury/models.rbi +28 -0
- data/rbi/modern_treasury/resources/cases.rbi +50 -0
- data/rbi/modern_treasury/resources/journal_sources.rbi +55 -0
- data/rbi/modern_treasury/resources/legal_entities.rbi +31 -0
- data/rbi/modern_treasury/resources/legal_entity_associations.rbi +42 -0
- data/rbi/modern_treasury/resources/virtual_account_settings.rbi +67 -0
- data/rbi/modern_treasury/resources/virtual_accounts.rbi +3 -0
- data/sig/modern_treasury/client.rbs +6 -0
- data/sig/modern_treasury/models/case_.rbs +266 -0
- data/sig/modern_treasury/models/case_list_params.rbs +79 -0
- data/sig/modern_treasury/models/case_retrieve_params.rbs +23 -0
- data/sig/modern_treasury/models/child_legal_entity.rbs +17 -0
- data/sig/modern_treasury/models/child_legal_entity_create.rbs +17 -0
- data/sig/modern_treasury/models/connection_legal_entity_create_params.rbs +17 -0
- data/sig/modern_treasury/models/counterparty_create_params.rbs +17 -0
- data/sig/modern_treasury/models/journal_source_list_params.rbs +63 -0
- data/sig/modern_treasury/models/journal_source_retrieve_params.rbs +23 -0
- data/sig/modern_treasury/models/legal_entity.rbs +17 -0
- data/sig/modern_treasury/models/legal_entity_association_create_params.rbs +59 -0
- data/sig/modern_treasury/models/legal_entity_association_delete_params.rbs +23 -0
- data/sig/modern_treasury/models/legal_entity_create_params.rbs +17 -0
- data/sig/modern_treasury/models/legal_entity_update_params.rbs +17 -0
- data/sig/modern_treasury/models/legal_entity_update_status_params.rbs +43 -0
- data/sig/modern_treasury/models/virtual_account_create_params.rbs +8 -1
- data/sig/modern_treasury/models/virtual_account_setting.rbs +45 -0
- data/sig/modern_treasury/models/virtual_account_setting_create_params.rbs +61 -0
- data/sig/modern_treasury/models/virtual_account_setting_list_params.rbs +36 -0
- data/sig/modern_treasury/models.rbs +22 -0
- data/sig/modern_treasury/resources/cases.rbs +21 -0
- data/sig/modern_treasury/resources/journal_sources.rbs +22 -0
- data/sig/modern_treasury/resources/legal_entities.rbs +8 -0
- data/sig/modern_treasury/resources/legal_entity_associations.rbs +14 -0
- data/sig/modern_treasury/resources/virtual_account_settings.rbs +26 -0
- data/sig/modern_treasury/resources/virtual_accounts.rbs +1 -0
- metadata +43 -1
checksums.yaml
CHANGED
|
@@ -1,7 +1,7 @@
|
|
|
1
1
|
---
|
|
2
2
|
SHA256:
|
|
3
|
-
metadata.gz:
|
|
4
|
-
data.tar.gz:
|
|
3
|
+
metadata.gz: 46b2441700e535f851edbac2b36c8a153280d70259e84a4e7a301c2cb1bb7bac
|
|
4
|
+
data.tar.gz: 9b1eb96b2db9521580a52338b23217d66ea01ea26946b6fe73e423225b20662c
|
|
5
5
|
SHA512:
|
|
6
|
-
metadata.gz:
|
|
7
|
-
data.tar.gz:
|
|
6
|
+
metadata.gz: '07019ea09b12064b9222114808b762ef0b8d41356e9601f4cd2c05575a42b40f71099b6c6b63558a4f53f8115529e5fe625b436d9b652a7abc72a4a1332ec1e3'
|
|
7
|
+
data.tar.gz: a63e6ad8fd20afcfdc45cabb062d61b95c8fc796ccc74168743fae7ebefa163011c45a75d3d73217b9471d33184ba1b39c517625db8f7f8d95e5a501bf4631aa
|
data/CHANGELOG.md
CHANGED
|
@@ -1,5 +1,15 @@
|
|
|
1
1
|
# Changelog
|
|
2
2
|
|
|
3
|
+
## [0.29.2](https://github.com/Modern-Treasury/modern-treasury-ruby/compare/v0.29.1...v0.29.2) (2026-08-31)
|
|
4
|
+
|
|
5
|
+
|
|
6
|
+
### Chores
|
|
7
|
+
|
|
8
|
+
* regenerate SDKs from 1846300751004ea366c6b50e9cc73ef332853cc7 ([a8a5ab2](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/a8a5ab22abc5ddb7db8425a1fd868cc88d622498))
|
|
9
|
+
* regenerate SDKs from 44366b0feb4a67c557ab18243a5a4e62fc526b46 ([1c0e7d3](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/1c0e7d3e439ca9a04f1b07ffb5a139a3c9ccbe23))
|
|
10
|
+
* regenerate SDKs from 6311974b7bd8e5b7a6f1b521219406ed778993d3 ([0d9143e](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/0d9143e93cd1d0ae725b67c3496589f49d0c3a87))
|
|
11
|
+
* regenerate SDKs from 648842f54e4bd55a71ffbacf5c3f8bbc47cb77df ([08eef91](https://github.com/Modern-Treasury/modern-treasury-ruby/commit/08eef9128abad732219ba2731aa454ea19b4a8fb))
|
|
12
|
+
|
|
3
13
|
## [0.29.1](https://github.com/Modern-Treasury/modern-treasury-ruby/compare/v0.29.0...v0.29.1) (2026-08-04)
|
|
4
14
|
|
|
5
15
|
|
data/README.md
CHANGED
|
@@ -132,12 +132,21 @@ module ModernTreasury
|
|
|
132
132
|
# @return [ModernTreasury::Resources::JournalEntries]
|
|
133
133
|
attr_reader :journal_entries
|
|
134
134
|
|
|
135
|
+
# @return [ModernTreasury::Resources::JournalSources]
|
|
136
|
+
attr_reader :journal_sources
|
|
137
|
+
|
|
135
138
|
# @return [ModernTreasury::Resources::JournalReports]
|
|
136
139
|
attr_reader :journal_reports
|
|
137
140
|
|
|
138
141
|
# @return [ModernTreasury::Resources::Holds]
|
|
139
142
|
attr_reader :holds
|
|
140
143
|
|
|
144
|
+
# @return [ModernTreasury::Resources::Cases]
|
|
145
|
+
attr_reader :cases
|
|
146
|
+
|
|
147
|
+
# @return [ModernTreasury::Resources::VirtualAccountSettings]
|
|
148
|
+
attr_reader :virtual_account_settings
|
|
149
|
+
|
|
141
150
|
# A test endpoint often used to confirm credentials and headers are being passed
|
|
142
151
|
# in correctly.
|
|
143
152
|
#
|
|
@@ -271,8 +280,11 @@ module ModernTreasury
|
|
|
271
280
|
@legal_entity_associations = ModernTreasury::Resources::LegalEntityAssociations.new(client: self)
|
|
272
281
|
@payment_actions = ModernTreasury::Resources::PaymentActions.new(client: self)
|
|
273
282
|
@journal_entries = ModernTreasury::Resources::JournalEntries.new(client: self)
|
|
283
|
+
@journal_sources = ModernTreasury::Resources::JournalSources.new(client: self)
|
|
274
284
|
@journal_reports = ModernTreasury::Resources::JournalReports.new(client: self)
|
|
275
285
|
@holds = ModernTreasury::Resources::Holds.new(client: self)
|
|
286
|
+
@cases = ModernTreasury::Resources::Cases.new(client: self)
|
|
287
|
+
@virtual_account_settings = ModernTreasury::Resources::VirtualAccountSettings.new(client: self)
|
|
276
288
|
end
|
|
277
289
|
end
|
|
278
290
|
end
|
|
@@ -0,0 +1,318 @@
|
|
|
1
|
+
# frozen_string_literal: true
|
|
2
|
+
|
|
3
|
+
module ModernTreasury
|
|
4
|
+
module Models
|
|
5
|
+
# @see ModernTreasury::Resources::Cases#retrieve
|
|
6
|
+
class Case < ModernTreasury::Internal::Type::BaseModel
|
|
7
|
+
# @!attribute id
|
|
8
|
+
#
|
|
9
|
+
# @return [String]
|
|
10
|
+
required :id, String
|
|
11
|
+
|
|
12
|
+
# @!attribute created_at
|
|
13
|
+
#
|
|
14
|
+
# @return [Time]
|
|
15
|
+
required :created_at, Time
|
|
16
|
+
|
|
17
|
+
# @!attribute live_mode
|
|
18
|
+
# This field will be true if this object exists in the live environment or false
|
|
19
|
+
# if it exists in the test environment.
|
|
20
|
+
#
|
|
21
|
+
# @return [Boolean]
|
|
22
|
+
required :live_mode, ModernTreasury::Internal::Type::Boolean
|
|
23
|
+
|
|
24
|
+
# @!attribute object
|
|
25
|
+
#
|
|
26
|
+
# @return [String]
|
|
27
|
+
required :object, String
|
|
28
|
+
|
|
29
|
+
# @!attribute requested_actions
|
|
30
|
+
# The pending actions requested to resolve the case.
|
|
31
|
+
#
|
|
32
|
+
# @return [Array<ModernTreasury::Models::Case::RequestedAction>]
|
|
33
|
+
required :requested_actions,
|
|
34
|
+
-> { ModernTreasury::Internal::Type::ArrayOf[ModernTreasury::Case::RequestedAction] }
|
|
35
|
+
|
|
36
|
+
# @!attribute resolved_actions
|
|
37
|
+
# The requested actions that have been resolved.
|
|
38
|
+
#
|
|
39
|
+
# @return [Array<ModernTreasury::Models::Case::ResolvedAction>]
|
|
40
|
+
required :resolved_actions,
|
|
41
|
+
-> { ModernTreasury::Internal::Type::ArrayOf[ModernTreasury::Case::ResolvedAction] }
|
|
42
|
+
|
|
43
|
+
# @!attribute status
|
|
44
|
+
# The status of the case.
|
|
45
|
+
#
|
|
46
|
+
# @return [Symbol, ModernTreasury::Models::Case::Status]
|
|
47
|
+
required :status, enum: -> { ModernTreasury::Case::Status }
|
|
48
|
+
|
|
49
|
+
# @!attribute subject_id
|
|
50
|
+
# The ID of the object the case is about.
|
|
51
|
+
#
|
|
52
|
+
# @return [String]
|
|
53
|
+
required :subject_id, String
|
|
54
|
+
|
|
55
|
+
# @!attribute subject_type
|
|
56
|
+
# The type of the object the case is about.
|
|
57
|
+
#
|
|
58
|
+
# @return [String]
|
|
59
|
+
required :subject_type, String
|
|
60
|
+
|
|
61
|
+
# @!attribute updated_at
|
|
62
|
+
#
|
|
63
|
+
# @return [Time]
|
|
64
|
+
required :updated_at, Time
|
|
65
|
+
|
|
66
|
+
# @!method initialize(id:, created_at:, live_mode:, object:, requested_actions:, resolved_actions:, status:, subject_id:, subject_type:, updated_at:)
|
|
67
|
+
# Some parameter documentations has been truncated, see
|
|
68
|
+
# {ModernTreasury::Models::Case} for more details.
|
|
69
|
+
#
|
|
70
|
+
# @param id [String]
|
|
71
|
+
#
|
|
72
|
+
# @param created_at [Time]
|
|
73
|
+
#
|
|
74
|
+
# @param live_mode [Boolean] This field will be true if this object exists in the live environment or false i
|
|
75
|
+
#
|
|
76
|
+
# @param object [String]
|
|
77
|
+
#
|
|
78
|
+
# @param requested_actions [Array<ModernTreasury::Models::Case::RequestedAction>] The pending actions requested to resolve the case.
|
|
79
|
+
#
|
|
80
|
+
# @param resolved_actions [Array<ModernTreasury::Models::Case::ResolvedAction>] The requested actions that have been resolved.
|
|
81
|
+
#
|
|
82
|
+
# @param status [Symbol, ModernTreasury::Models::Case::Status] The status of the case.
|
|
83
|
+
#
|
|
84
|
+
# @param subject_id [String] The ID of the object the case is about.
|
|
85
|
+
#
|
|
86
|
+
# @param subject_type [String] The type of the object the case is about.
|
|
87
|
+
#
|
|
88
|
+
# @param updated_at [Time]
|
|
89
|
+
|
|
90
|
+
class RequestedAction < ModernTreasury::Internal::Type::BaseModel
|
|
91
|
+
# @!attribute id
|
|
92
|
+
#
|
|
93
|
+
# @return [String]
|
|
94
|
+
required :id, String
|
|
95
|
+
|
|
96
|
+
# @!attribute category
|
|
97
|
+
# The category of the requested action.
|
|
98
|
+
#
|
|
99
|
+
# @return [Symbol, ModernTreasury::Models::Case::RequestedAction::Category]
|
|
100
|
+
required :category, enum: -> { ModernTreasury::Case::RequestedAction::Category }
|
|
101
|
+
|
|
102
|
+
# @!attribute created_at
|
|
103
|
+
#
|
|
104
|
+
# @return [Time]
|
|
105
|
+
required :created_at, Time
|
|
106
|
+
|
|
107
|
+
# @!attribute field
|
|
108
|
+
# The field that needs to be corrected or provided, if any.
|
|
109
|
+
#
|
|
110
|
+
# @return [Symbol, ModernTreasury::Models::Case::RequestedAction::Field, nil]
|
|
111
|
+
required :field, enum: -> { ModernTreasury::Case::RequestedAction::Field }, nil?: true
|
|
112
|
+
|
|
113
|
+
# @!attribute instructions
|
|
114
|
+
# Instructions on how to resolve the requested action.
|
|
115
|
+
#
|
|
116
|
+
# @return [String, nil]
|
|
117
|
+
required :instructions, String, nil?: true
|
|
118
|
+
|
|
119
|
+
# @!attribute live_mode
|
|
120
|
+
# This field will be true if this object exists in the live environment or false
|
|
121
|
+
# if it exists in the test environment.
|
|
122
|
+
#
|
|
123
|
+
# @return [Boolean]
|
|
124
|
+
required :live_mode, ModernTreasury::Internal::Type::Boolean
|
|
125
|
+
|
|
126
|
+
# @!attribute object
|
|
127
|
+
#
|
|
128
|
+
# @return [String]
|
|
129
|
+
required :object, String
|
|
130
|
+
|
|
131
|
+
# @!attribute reasons
|
|
132
|
+
# The reasons the action was requested.
|
|
133
|
+
#
|
|
134
|
+
# @return [Array<String>]
|
|
135
|
+
required :reasons, ModernTreasury::Internal::Type::ArrayOf[String]
|
|
136
|
+
|
|
137
|
+
# @!attribute updated_at
|
|
138
|
+
#
|
|
139
|
+
# @return [Time]
|
|
140
|
+
required :updated_at, Time
|
|
141
|
+
|
|
142
|
+
# @!method initialize(id:, category:, created_at:, field:, instructions:, live_mode:, object:, reasons:, updated_at:)
|
|
143
|
+
# Some parameter documentations has been truncated, see
|
|
144
|
+
# {ModernTreasury::Models::Case::RequestedAction} for more details.
|
|
145
|
+
#
|
|
146
|
+
# @param id [String]
|
|
147
|
+
#
|
|
148
|
+
# @param category [Symbol, ModernTreasury::Models::Case::RequestedAction::Category] The category of the requested action.
|
|
149
|
+
#
|
|
150
|
+
# @param created_at [Time]
|
|
151
|
+
#
|
|
152
|
+
# @param field [Symbol, ModernTreasury::Models::Case::RequestedAction::Field, nil] The field that needs to be corrected or provided, if any.
|
|
153
|
+
#
|
|
154
|
+
# @param instructions [String, nil] Instructions on how to resolve the requested action.
|
|
155
|
+
#
|
|
156
|
+
# @param live_mode [Boolean] This field will be true if this object exists in the live environment or false i
|
|
157
|
+
#
|
|
158
|
+
# @param object [String]
|
|
159
|
+
#
|
|
160
|
+
# @param reasons [Array<String>] The reasons the action was requested.
|
|
161
|
+
#
|
|
162
|
+
# @param updated_at [Time]
|
|
163
|
+
|
|
164
|
+
# The category of the requested action.
|
|
165
|
+
#
|
|
166
|
+
# @see ModernTreasury::Models::Case::RequestedAction#category
|
|
167
|
+
module Category
|
|
168
|
+
extend ModernTreasury::Internal::Type::Enum
|
|
169
|
+
|
|
170
|
+
ONBOARDING_ARTICLES_OF_INCORPORATION_FAILURE = :onboarding_articles_of_incorporation_failure
|
|
171
|
+
ONBOARDING_BUSINESS_REGISTRY_VERIFICATION_FAILURE = :onboarding_business_registry_verification_failure
|
|
172
|
+
ONBOARDING_DATABASE_FAILURE = :onboarding_database_failure
|
|
173
|
+
ONBOARDING_PROOF_OF_ADDRESS_FAILURE = :onboarding_proof_of_address_failure
|
|
174
|
+
ONBOARDING_SSN_CHECK_FAILURE = :onboarding_ssn_check_failure
|
|
175
|
+
ONBOARDING_TIN_CHECK_FAILURE = :onboarding_tin_check_failure
|
|
176
|
+
|
|
177
|
+
# @!method self.values
|
|
178
|
+
# @return [Array<Symbol>]
|
|
179
|
+
end
|
|
180
|
+
|
|
181
|
+
# The field that needs to be corrected or provided, if any.
|
|
182
|
+
#
|
|
183
|
+
# @see ModernTreasury::Models::Case::RequestedAction#field
|
|
184
|
+
module Field
|
|
185
|
+
extend ModernTreasury::Internal::Type::Enum
|
|
186
|
+
|
|
187
|
+
ARTICLES_OF_INCORPORATION = :articles_of_incorporation
|
|
188
|
+
EIN_LETTER = :ein_letter
|
|
189
|
+
LEGAL_ENTITY_DETAILS = :legal_entity_details
|
|
190
|
+
PROOF_OF_ADDRESS = :proof_of_address
|
|
191
|
+
|
|
192
|
+
# @!method self.values
|
|
193
|
+
# @return [Array<Symbol>]
|
|
194
|
+
end
|
|
195
|
+
end
|
|
196
|
+
|
|
197
|
+
class ResolvedAction < ModernTreasury::Internal::Type::BaseModel
|
|
198
|
+
# @!attribute id
|
|
199
|
+
#
|
|
200
|
+
# @return [String]
|
|
201
|
+
required :id, String
|
|
202
|
+
|
|
203
|
+
# @!attribute category
|
|
204
|
+
# The category of the requested action.
|
|
205
|
+
#
|
|
206
|
+
# @return [Symbol, ModernTreasury::Models::Case::ResolvedAction::Category]
|
|
207
|
+
required :category, enum: -> { ModernTreasury::Case::ResolvedAction::Category }
|
|
208
|
+
|
|
209
|
+
# @!attribute created_at
|
|
210
|
+
#
|
|
211
|
+
# @return [Time]
|
|
212
|
+
required :created_at, Time
|
|
213
|
+
|
|
214
|
+
# @!attribute field
|
|
215
|
+
# The field that needs to be corrected or provided, if any.
|
|
216
|
+
#
|
|
217
|
+
# @return [Symbol, ModernTreasury::Models::Case::ResolvedAction::Field, nil]
|
|
218
|
+
required :field, enum: -> { ModernTreasury::Case::ResolvedAction::Field }, nil?: true
|
|
219
|
+
|
|
220
|
+
# @!attribute instructions
|
|
221
|
+
# Instructions on how to resolve the requested action.
|
|
222
|
+
#
|
|
223
|
+
# @return [String, nil]
|
|
224
|
+
required :instructions, String, nil?: true
|
|
225
|
+
|
|
226
|
+
# @!attribute live_mode
|
|
227
|
+
# This field will be true if this object exists in the live environment or false
|
|
228
|
+
# if it exists in the test environment.
|
|
229
|
+
#
|
|
230
|
+
# @return [Boolean]
|
|
231
|
+
required :live_mode, ModernTreasury::Internal::Type::Boolean
|
|
232
|
+
|
|
233
|
+
# @!attribute object
|
|
234
|
+
#
|
|
235
|
+
# @return [String]
|
|
236
|
+
required :object, String
|
|
237
|
+
|
|
238
|
+
# @!attribute reasons
|
|
239
|
+
# The reasons the action was requested.
|
|
240
|
+
#
|
|
241
|
+
# @return [Array<String>]
|
|
242
|
+
required :reasons, ModernTreasury::Internal::Type::ArrayOf[String]
|
|
243
|
+
|
|
244
|
+
# @!attribute updated_at
|
|
245
|
+
#
|
|
246
|
+
# @return [Time]
|
|
247
|
+
required :updated_at, Time
|
|
248
|
+
|
|
249
|
+
# @!method initialize(id:, category:, created_at:, field:, instructions:, live_mode:, object:, reasons:, updated_at:)
|
|
250
|
+
# Some parameter documentations has been truncated, see
|
|
251
|
+
# {ModernTreasury::Models::Case::ResolvedAction} for more details.
|
|
252
|
+
#
|
|
253
|
+
# @param id [String]
|
|
254
|
+
#
|
|
255
|
+
# @param category [Symbol, ModernTreasury::Models::Case::ResolvedAction::Category] The category of the requested action.
|
|
256
|
+
#
|
|
257
|
+
# @param created_at [Time]
|
|
258
|
+
#
|
|
259
|
+
# @param field [Symbol, ModernTreasury::Models::Case::ResolvedAction::Field, nil] The field that needs to be corrected or provided, if any.
|
|
260
|
+
#
|
|
261
|
+
# @param instructions [String, nil] Instructions on how to resolve the requested action.
|
|
262
|
+
#
|
|
263
|
+
# @param live_mode [Boolean] This field will be true if this object exists in the live environment or false i
|
|
264
|
+
#
|
|
265
|
+
# @param object [String]
|
|
266
|
+
#
|
|
267
|
+
# @param reasons [Array<String>] The reasons the action was requested.
|
|
268
|
+
#
|
|
269
|
+
# @param updated_at [Time]
|
|
270
|
+
|
|
271
|
+
# The category of the requested action.
|
|
272
|
+
#
|
|
273
|
+
# @see ModernTreasury::Models::Case::ResolvedAction#category
|
|
274
|
+
module Category
|
|
275
|
+
extend ModernTreasury::Internal::Type::Enum
|
|
276
|
+
|
|
277
|
+
ONBOARDING_ARTICLES_OF_INCORPORATION_FAILURE = :onboarding_articles_of_incorporation_failure
|
|
278
|
+
ONBOARDING_BUSINESS_REGISTRY_VERIFICATION_FAILURE = :onboarding_business_registry_verification_failure
|
|
279
|
+
ONBOARDING_DATABASE_FAILURE = :onboarding_database_failure
|
|
280
|
+
ONBOARDING_PROOF_OF_ADDRESS_FAILURE = :onboarding_proof_of_address_failure
|
|
281
|
+
ONBOARDING_SSN_CHECK_FAILURE = :onboarding_ssn_check_failure
|
|
282
|
+
ONBOARDING_TIN_CHECK_FAILURE = :onboarding_tin_check_failure
|
|
283
|
+
|
|
284
|
+
# @!method self.values
|
|
285
|
+
# @return [Array<Symbol>]
|
|
286
|
+
end
|
|
287
|
+
|
|
288
|
+
# The field that needs to be corrected or provided, if any.
|
|
289
|
+
#
|
|
290
|
+
# @see ModernTreasury::Models::Case::ResolvedAction#field
|
|
291
|
+
module Field
|
|
292
|
+
extend ModernTreasury::Internal::Type::Enum
|
|
293
|
+
|
|
294
|
+
ARTICLES_OF_INCORPORATION = :articles_of_incorporation
|
|
295
|
+
EIN_LETTER = :ein_letter
|
|
296
|
+
LEGAL_ENTITY_DETAILS = :legal_entity_details
|
|
297
|
+
PROOF_OF_ADDRESS = :proof_of_address
|
|
298
|
+
|
|
299
|
+
# @!method self.values
|
|
300
|
+
# @return [Array<Symbol>]
|
|
301
|
+
end
|
|
302
|
+
end
|
|
303
|
+
|
|
304
|
+
# The status of the case.
|
|
305
|
+
#
|
|
306
|
+
# @see ModernTreasury::Models::Case#status
|
|
307
|
+
module Status
|
|
308
|
+
extend ModernTreasury::Internal::Type::Enum
|
|
309
|
+
|
|
310
|
+
OPEN = :open
|
|
311
|
+
RESOLVED = :resolved
|
|
312
|
+
|
|
313
|
+
# @!method self.values
|
|
314
|
+
# @return [Array<Symbol>]
|
|
315
|
+
end
|
|
316
|
+
end
|
|
317
|
+
end
|
|
318
|
+
end
|
|
@@ -0,0 +1,73 @@
|
|
|
1
|
+
# frozen_string_literal: true
|
|
2
|
+
|
|
3
|
+
module ModernTreasury
|
|
4
|
+
module Models
|
|
5
|
+
# @see ModernTreasury::Resources::Cases#list
|
|
6
|
+
class CaseListParams < ModernTreasury::Internal::Type::BaseModel
|
|
7
|
+
extend ModernTreasury::Internal::Type::RequestParameters::Converter
|
|
8
|
+
include ModernTreasury::Internal::Type::RequestParameters
|
|
9
|
+
|
|
10
|
+
# @!attribute after_cursor
|
|
11
|
+
#
|
|
12
|
+
# @return [String, nil]
|
|
13
|
+
optional :after_cursor, String, nil?: true
|
|
14
|
+
|
|
15
|
+
# @!attribute per_page
|
|
16
|
+
#
|
|
17
|
+
# @return [Integer, nil]
|
|
18
|
+
optional :per_page, Integer
|
|
19
|
+
|
|
20
|
+
# @!attribute status
|
|
21
|
+
# The status of the case.
|
|
22
|
+
#
|
|
23
|
+
# @return [Symbol, ModernTreasury::Models::CaseListParams::Status, nil]
|
|
24
|
+
optional :status, enum: -> { ModernTreasury::CaseListParams::Status }
|
|
25
|
+
|
|
26
|
+
# @!attribute subject_id
|
|
27
|
+
# The ID of the object the case is about.
|
|
28
|
+
#
|
|
29
|
+
# @return [String, nil]
|
|
30
|
+
optional :subject_id, String
|
|
31
|
+
|
|
32
|
+
# @!attribute subject_type
|
|
33
|
+
# The type of the object the case is about.
|
|
34
|
+
#
|
|
35
|
+
# @return [Symbol, ModernTreasury::Models::CaseListParams::SubjectType, nil]
|
|
36
|
+
optional :subject_type, enum: -> { ModernTreasury::CaseListParams::SubjectType }
|
|
37
|
+
|
|
38
|
+
# @!method initialize(after_cursor: nil, per_page: nil, status: nil, subject_id: nil, subject_type: nil, request_options: {})
|
|
39
|
+
# @param after_cursor [String, nil]
|
|
40
|
+
#
|
|
41
|
+
# @param per_page [Integer]
|
|
42
|
+
#
|
|
43
|
+
# @param status [Symbol, ModernTreasury::Models::CaseListParams::Status] The status of the case.
|
|
44
|
+
#
|
|
45
|
+
# @param subject_id [String] The ID of the object the case is about.
|
|
46
|
+
#
|
|
47
|
+
# @param subject_type [Symbol, ModernTreasury::Models::CaseListParams::SubjectType] The type of the object the case is about.
|
|
48
|
+
#
|
|
49
|
+
# @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}]
|
|
50
|
+
|
|
51
|
+
# The status of the case.
|
|
52
|
+
module Status
|
|
53
|
+
extend ModernTreasury::Internal::Type::Enum
|
|
54
|
+
|
|
55
|
+
OPEN = :open
|
|
56
|
+
RESOLVED = :resolved
|
|
57
|
+
|
|
58
|
+
# @!method self.values
|
|
59
|
+
# @return [Array<Symbol>]
|
|
60
|
+
end
|
|
61
|
+
|
|
62
|
+
# The type of the object the case is about.
|
|
63
|
+
module SubjectType
|
|
64
|
+
extend ModernTreasury::Internal::Type::Enum
|
|
65
|
+
|
|
66
|
+
LEGAL_ENTITY = :legal_entity
|
|
67
|
+
|
|
68
|
+
# @!method self.values
|
|
69
|
+
# @return [Array<Symbol>]
|
|
70
|
+
end
|
|
71
|
+
end
|
|
72
|
+
end
|
|
73
|
+
end
|
|
@@ -0,0 +1,20 @@
|
|
|
1
|
+
# frozen_string_literal: true
|
|
2
|
+
|
|
3
|
+
module ModernTreasury
|
|
4
|
+
module Models
|
|
5
|
+
# @see ModernTreasury::Resources::Cases#retrieve
|
|
6
|
+
class CaseRetrieveParams < ModernTreasury::Internal::Type::BaseModel
|
|
7
|
+
extend ModernTreasury::Internal::Type::RequestParameters::Converter
|
|
8
|
+
include ModernTreasury::Internal::Type::RequestParameters
|
|
9
|
+
|
|
10
|
+
# @!attribute id
|
|
11
|
+
#
|
|
12
|
+
# @return [String]
|
|
13
|
+
required :id, String
|
|
14
|
+
|
|
15
|
+
# @!method initialize(id:, request_options: {})
|
|
16
|
+
# @param id [String]
|
|
17
|
+
# @param request_options [ModernTreasury::RequestOptions, Hash{Symbol=>Object}]
|
|
18
|
+
end
|
|
19
|
+
end
|
|
20
|
+
end
|
|
@@ -26,6 +26,14 @@ module ModernTreasury
|
|
|
26
26
|
# @return [String, nil]
|
|
27
27
|
required :business_description, String, nil?: true
|
|
28
28
|
|
|
29
|
+
# @!attribute business_designation
|
|
30
|
+
# Legal designation associated with the business.
|
|
31
|
+
#
|
|
32
|
+
# @return [Symbol, ModernTreasury::Models::ChildLegalEntity::BusinessDesignation, nil]
|
|
33
|
+
required :business_designation,
|
|
34
|
+
enum: -> { ModernTreasury::ChildLegalEntity::BusinessDesignation },
|
|
35
|
+
nil?: true
|
|
36
|
+
|
|
29
37
|
# @!attribute business_name
|
|
30
38
|
# The business's legal business name.
|
|
31
39
|
#
|
|
@@ -299,7 +307,7 @@ module ModernTreasury
|
|
|
299
307
|
# @return [String, nil]
|
|
300
308
|
required :website, String, nil?: true
|
|
301
309
|
|
|
302
|
-
# @!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:, service_provider_legal_entity_id:, status:, suffix:, terms_of_use:, third_party_verification:, third_party_verifications:, ticker_symbol:, updated_at:, wealth_and_employment_details:, website:)
|
|
310
|
+
# @!method initialize(id:, addresses:, bank_settings:, business_description:, business_designation:, 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:, service_provider_legal_entity_id:, status:, suffix:, terms_of_use:, third_party_verification:, third_party_verifications:, ticker_symbol:, updated_at:, wealth_and_employment_details:, website:)
|
|
303
311
|
# Some parameter documentations has been truncated, see
|
|
304
312
|
# {ModernTreasury::Models::ChildLegalEntity} for more details.
|
|
305
313
|
#
|
|
@@ -311,6 +319,8 @@ module ModernTreasury
|
|
|
311
319
|
#
|
|
312
320
|
# @param business_description [String, nil] A description of the business.
|
|
313
321
|
#
|
|
322
|
+
# @param business_designation [Symbol, ModernTreasury::Models::ChildLegalEntity::BusinessDesignation, nil] Legal designation associated with the business.
|
|
323
|
+
#
|
|
314
324
|
# @param business_name [String, nil] The business's legal business name.
|
|
315
325
|
#
|
|
316
326
|
# @param citizenship_country [String, nil] The country of citizenship for an individual.
|
|
@@ -530,6 +540,19 @@ module ModernTreasury
|
|
|
530
540
|
end
|
|
531
541
|
end
|
|
532
542
|
|
|
543
|
+
# Legal designation associated with the business.
|
|
544
|
+
#
|
|
545
|
+
# @see ModernTreasury::Models::ChildLegalEntity#business_designation
|
|
546
|
+
module BusinessDesignation
|
|
547
|
+
extend ModernTreasury::Internal::Type::Enum
|
|
548
|
+
|
|
549
|
+
EXEMPT_FINANCIAL_INSTITUTION = :exempt_financial_institution
|
|
550
|
+
NON_OPERATING_BUSINESS = :non_operating_business
|
|
551
|
+
|
|
552
|
+
# @!method self.values
|
|
553
|
+
# @return [Array<Symbol>]
|
|
554
|
+
end
|
|
555
|
+
|
|
533
556
|
class Identification < ModernTreasury::Internal::Type::BaseModel
|
|
534
557
|
# @!attribute id
|
|
535
558
|
#
|
|
@@ -21,6 +21,14 @@ module ModernTreasury
|
|
|
21
21
|
# @return [String, nil]
|
|
22
22
|
optional :business_description, String, nil?: true
|
|
23
23
|
|
|
24
|
+
# @!attribute business_designation
|
|
25
|
+
# Legal designation associated with the business.
|
|
26
|
+
#
|
|
27
|
+
# @return [Symbol, ModernTreasury::Models::ChildLegalEntityCreate::BusinessDesignation, nil]
|
|
28
|
+
optional :business_designation,
|
|
29
|
+
enum: -> { ModernTreasury::ChildLegalEntityCreate::BusinessDesignation },
|
|
30
|
+
nil?: true
|
|
31
|
+
|
|
24
32
|
# @!attribute business_name
|
|
25
33
|
# The business's legal business name.
|
|
26
34
|
#
|
|
@@ -281,7 +289,7 @@ module ModernTreasury
|
|
|
281
289
|
# @return [String, nil]
|
|
282
290
|
optional :website, String, nil?: true
|
|
283
291
|
|
|
284
|
-
# @!method initialize(addresses: nil, bank_settings: nil, business_description: nil, business_name: nil, citizenship_country: nil, compliance_details: nil, connection_id: nil, country_of_incorporation: nil, date_formed: nil, date_of_birth: nil, documents: 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, service_provider_legal_entity_id: nil, suffix: nil, terms_of_use: nil, third_party_verification: nil, third_party_verifications: nil, ticker_symbol: nil, wealth_and_employment_details: nil, website: nil)
|
|
292
|
+
# @!method initialize(addresses: nil, bank_settings: nil, business_description: nil, business_designation: nil, business_name: nil, citizenship_country: nil, compliance_details: nil, connection_id: nil, country_of_incorporation: nil, date_formed: nil, date_of_birth: nil, documents: 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, service_provider_legal_entity_id: nil, suffix: nil, terms_of_use: nil, third_party_verification: nil, third_party_verifications: nil, ticker_symbol: nil, wealth_and_employment_details: nil, website: nil)
|
|
285
293
|
# Some parameter documentations has been truncated, see
|
|
286
294
|
# {ModernTreasury::Models::ChildLegalEntityCreate} for more details.
|
|
287
295
|
#
|
|
@@ -291,6 +299,8 @@ module ModernTreasury
|
|
|
291
299
|
#
|
|
292
300
|
# @param business_description [String, nil] A description of the business.
|
|
293
301
|
#
|
|
302
|
+
# @param business_designation [Symbol, ModernTreasury::Models::ChildLegalEntityCreate::BusinessDesignation, nil] Legal designation associated with the business.
|
|
303
|
+
#
|
|
294
304
|
# @param business_name [String, nil] The business's legal business name.
|
|
295
305
|
#
|
|
296
306
|
# @param citizenship_country [String, nil] The country of citizenship for an individual.
|
|
@@ -369,6 +379,19 @@ module ModernTreasury
|
|
|
369
379
|
#
|
|
370
380
|
# @param website [String, nil] The entity's primary website URL.
|
|
371
381
|
|
|
382
|
+
# Legal designation associated with the business.
|
|
383
|
+
#
|
|
384
|
+
# @see ModernTreasury::Models::ChildLegalEntityCreate#business_designation
|
|
385
|
+
module BusinessDesignation
|
|
386
|
+
extend ModernTreasury::Internal::Type::Enum
|
|
387
|
+
|
|
388
|
+
EXEMPT_FINANCIAL_INSTITUTION = :exempt_financial_institution
|
|
389
|
+
NON_OPERATING_BUSINESS = :non_operating_business
|
|
390
|
+
|
|
391
|
+
# @!method self.values
|
|
392
|
+
# @return [Array<Symbol>]
|
|
393
|
+
end
|
|
394
|
+
|
|
372
395
|
class Document < ModernTreasury::Internal::Type::BaseModel
|
|
373
396
|
# @!attribute document_type
|
|
374
397
|
# A category given to the document, can be `null`.
|
|
@@ -53,6 +53,16 @@ module ModernTreasury
|
|
|
53
53
|
# @return [String, nil]
|
|
54
54
|
optional :business_description, String, nil?: true
|
|
55
55
|
|
|
56
|
+
# @!attribute business_designation
|
|
57
|
+
# Legal designation associated with the business.
|
|
58
|
+
#
|
|
59
|
+
# @return [Symbol, ModernTreasury::Models::ConnectionLegalEntityCreateParams::LegalEntity::BusinessDesignation, nil]
|
|
60
|
+
optional :business_designation,
|
|
61
|
+
enum: -> {
|
|
62
|
+
ModernTreasury::ConnectionLegalEntityCreateParams::LegalEntity::BusinessDesignation
|
|
63
|
+
},
|
|
64
|
+
nil?: true
|
|
65
|
+
|
|
56
66
|
# @!attribute business_name
|
|
57
67
|
# The business's legal business name.
|
|
58
68
|
#
|
|
@@ -316,7 +326,7 @@ module ModernTreasury
|
|
|
316
326
|
# @return [String, nil]
|
|
317
327
|
optional :website, String, nil?: true
|
|
318
328
|
|
|
319
|
-
# @!method initialize(addresses: nil, bank_settings: nil, business_description: nil, business_name: nil, citizenship_country: nil, compliance_details: nil, connection_id: nil, country_of_incorporation: nil, date_formed: nil, date_of_birth: nil, documents: 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, service_provider_legal_entity_id: nil, suffix: nil, terms_of_use: nil, third_party_verification: nil, third_party_verifications: nil, ticker_symbol: nil, wealth_and_employment_details: nil, website: nil)
|
|
329
|
+
# @!method initialize(addresses: nil, bank_settings: nil, business_description: nil, business_designation: nil, business_name: nil, citizenship_country: nil, compliance_details: nil, connection_id: nil, country_of_incorporation: nil, date_formed: nil, date_of_birth: nil, documents: 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, service_provider_legal_entity_id: nil, suffix: nil, terms_of_use: nil, third_party_verification: nil, third_party_verifications: nil, ticker_symbol: nil, wealth_and_employment_details: nil, website: nil)
|
|
320
330
|
# Some parameter documentations has been truncated, see
|
|
321
331
|
# {ModernTreasury::Models::ConnectionLegalEntityCreateParams::LegalEntity} for
|
|
322
332
|
# more details.
|
|
@@ -329,6 +339,8 @@ module ModernTreasury
|
|
|
329
339
|
#
|
|
330
340
|
# @param business_description [String, nil] A description of the business.
|
|
331
341
|
#
|
|
342
|
+
# @param business_designation [Symbol, ModernTreasury::Models::ConnectionLegalEntityCreateParams::LegalEntity::BusinessDesignation, nil] Legal designation associated with the business.
|
|
343
|
+
#
|
|
332
344
|
# @param business_name [String, nil] The business's legal business name.
|
|
333
345
|
#
|
|
334
346
|
# @param citizenship_country [String, nil] The country of citizenship for an individual.
|
|
@@ -407,6 +419,19 @@ module ModernTreasury
|
|
|
407
419
|
#
|
|
408
420
|
# @param website [String, nil] The entity's primary website URL.
|
|
409
421
|
|
|
422
|
+
# Legal designation associated with the business.
|
|
423
|
+
#
|
|
424
|
+
# @see ModernTreasury::Models::ConnectionLegalEntityCreateParams::LegalEntity#business_designation
|
|
425
|
+
module BusinessDesignation
|
|
426
|
+
extend ModernTreasury::Internal::Type::Enum
|
|
427
|
+
|
|
428
|
+
EXEMPT_FINANCIAL_INSTITUTION = :exempt_financial_institution
|
|
429
|
+
NON_OPERATING_BUSINESS = :non_operating_business
|
|
430
|
+
|
|
431
|
+
# @!method self.values
|
|
432
|
+
# @return [Array<Symbol>]
|
|
433
|
+
end
|
|
434
|
+
|
|
410
435
|
class Document < ModernTreasury::Internal::Type::BaseModel
|
|
411
436
|
# @!attribute document_type
|
|
412
437
|
# A category given to the document, can be `null`.
|