@stable_sea/sdk 0.2.18 → 0.2.19

package/README.md

@@ -388,3 +388,23 @@ Bank registration and reads support US accounts only. Non-US banks and
 cross-border Payments/Treasury operations are intentionally excluded. Update to
 the latest SDK for the current HTTP contract; credential and webhook record
 versions are unchanged.
+
+### Member fund controls
+
+Use the member session client with the signed-in business session for
+`GET /identity/members/{id}/action_settings`, `POST` on the same path, and
+`GET /identity/members/{id}/action_settings/preview`. Saves require Manage
+Permissions; send the returned `revision` as `expected_revision`. Send `policy_schema_version: 2`
+for extended fund controls or when replacing/clearing an extended override.
+
+Each buy/sell `fund_controls` has `allowed_categories`, `conditions` and
+`catalog_revision`. Supported categories are returned in `fund_categories`; `/v1/securities` also
+publishes each fund's canonical `approval_category`.
+A condition selects a teammate for every amount (`min_usd: null`) or at/above an
+exact USD string. All-assets amount conditions cannot overlap type conditions.
+Use the saved control's catalog revision to preserve its membership. To explicitly
+adopt new/reclassified assets, review `fund_catalog_changes`, then use the current
+`fund_catalog_revision`. The server supplies the actual catalog and valuation.
+Preview checks saved settings and does not authorize execution. API keys do not
+act as the key owner's member; machine `/v1/policies` remains business controls
+and tiers, without member-policy administration.

package/dist/gen/schema.d.ts

@@ -2029,6 +2029,11 @@ export interface components {
             object: string;
         };
         Security: {
+            /**
+             * @description Stable server fund category for member controls; independent of asset_class and is_money_market.
+             * @enum {string}
+             */
+            approval_category: "treasury_money_market" | "floating_rate_treasury" | "short_duration_income";
             asset_class: string;
             details: components["schemas"]["SecurityDetails"];
             /**

package/dist/gen/session-schema.d.ts

@@ -55,7 +55,7 @@ export interface paths {
         };
         /**
          * Read the business's e-signature enrollment (business)
-         * @description Reports whether the caller accepts their business's MSA by e-signature — the business is enrolled and its allow-list, when it has one, names the caller — the provider this deployment uses, and how the embedded signing page reports progress (protocol and the only allowed message origin). A caller who is not enrolled reads enrolled:false and accepts by click-through. An enrolled caller while e-signature is unavailable on this deployment gets 503 — never enrolled:false, because click-through acceptance is refused for them.
+         * @description Reports whether the caller accepts their business's MSA by e-signature — the business is enrolled and its allow-list, when it has one, names the caller — the provider this deployment uses, and how the embedded signing page reports progress (protocol and the only allowed message origin). A caller who is not enrolled reads enrolled:false and accepts by click-through. While e-signature is paused on this deployment, an enrolled caller also reads enrolled:false and accepts by click-through, unless a signature request holds their business's current MSA: that business keeps signing by e-signature until the request ends. A caller who signs by e-signature while it is not running on this deployment gets 503 — never enrolled:false, because click-through acceptance is refused for them.
          */
         get: operations["compliance.esign.enrollment.get"];
         put?: never;
@@ -1063,6 +1063,50 @@ export interface paths {
         patch?: never;
         trace?: never;
     };
+    "/identity/members/{id}/action_settings": {
+        parameters: {
+            query?: never;
+            header?: never;
+            path?: never;
+            cookie?: never;
+        };
+        /**
+         * Get a member's permissions and action settings
+         * @description One current member configuration. Each fund action has at most three category conditions. Catalog changes contain only the union of its saved and current finite server reference catalogs, never tenant activity or history.
+         */
+        get: operations["identity.members.action_settings.get"];
+        put?: never;
+        /**
+         * Save member permissions and action settings atomically
+         * @description Returns one current member configuration. Each fund action has at most three category conditions. Catalog changes contain only the union of its saved and current finite server reference catalogs, never tenant activity or history.
+         */
+        post: operations["identity.members.action_settings.save"];
+        delete?: never;
+        options?: never;
+        head?: never;
+        patch?: never;
+        trace?: never;
+    };
+    "/identity/members/{id}/action_settings/preview": {
+        parameters: {
+            query?: never;
+            header?: never;
+            path?: never;
+            cookie?: never;
+        };
+        /**
+         * Preview current approval requirements for a member action
+         * @description Read-only configuration and server valuation evidence. This preview does not authorize execution; submission rechecks current permissions, policies and financial controls.
+         */
+        get: operations["identity.members.action_settings.preview"];
+        put?: never;
+        post?: never;
+        delete?: never;
+        options?: never;
+        head?: never;
+        patch?: never;
+        trace?: never;
+    };
     "/identity/members/{id}/deactivate": {
         parameters: {
             query?: never;
@@ -1247,26 +1291,6 @@ export interface paths {
         patch?: never;
         trace?: never;
     };
-    "/identity/step_ups": {
-        parameters: {
-            query?: never;
-            header?: never;
-            path?: never;
-            cookie?: never;
-        };
-        get?: never;
-        put?: never;
-        /**
-         * Verify a fresh second factor
-         * @description Record a fresh second-factor proof for your current business session where an existing action requires it.
-         */
-        post: operations["identity.step_ups.create"];
-        delete?: never;
-        options?: never;
-        head?: never;
-        patch?: never;
-        trace?: never;
-    };
     "/identity/two_factor_settings": {
         parameters: {
             query?: never;
@@ -2564,8 +2588,48 @@ export interface components {
             deleted?: boolean;
             id?: string;
         };
-        MembersMemberAccessInput: {
-            reason?: string;
+        MembersMemberActionSettingsSummary: {
+            actions?: components["schemas"]["MembersMemberActionSettings"];
+            fund_catalog_changes?: {
+                [key: string]: components["schemas"]["MembersMemberFundCatalogChange"][];
+            } | null;
+            fund_catalog_revision?: string;
+            fund_categories?: components["schemas"]["MembersMemberFundCategory"][] | null;
+            individual_id?: string;
+            permissions?: components["schemas"]["MembersGetMemberRBACPoliciesOutput"];
+            /** Format: int32 */
+            policy_schema_version?: number;
+            revision?: string;
+        };
+        MembersMemberActionSettings: {
+            ach_withdrawal?: components["schemas"]["MembersMemberActionOverride"];
+            fund_buy?: components["schemas"]["MembersMemberActionOverride"];
+            fund_sell?: components["schemas"]["MembersMemberActionOverride"];
+            onchain_withdrawal?: components["schemas"]["MembersMemberActionOverride"];
+            wire_withdrawal?: components["schemas"]["MembersMemberActionOverride"];
+        };
+        MembersMemberActionOverride: {
+            allowed: boolean;
+            fund_controls?: components["schemas"]["MembersMemberFundControls"];
+            min_usd: string | null;
+            selected_approver_id: string | null;
+        } | null;
+        MembersMemberFundControls: {
+            allowed_categories: components["schemas"]["MembersMemberFundCategory"][] | null;
+            catalog_revision: string;
+            conditions: components["schemas"]["MembersMemberFundCondition"][];
+        };
+        /** @enum {string} */
+        MembersMemberFundCategory: "treasury_money_market" | "floating_rate_treasury" | "short_duration_income";
+        MembersMemberFundCondition: {
+            category: components["schemas"]["MembersMemberFundCategory"];
+            min_usd: string | null;
+            selected_approver_id: string;
+        };
+        MembersMemberFundCatalogChange: {
+            category?: string;
+            previous_category?: string;
+            symbol?: string;
         };
         MembersGetMemberRBACPoliciesOutput: {
             api_keys_manage?: boolean;
@@ -2579,6 +2643,79 @@ export interface components {
             permissions_manage?: boolean;
             transfers_approve?: boolean;
         };
+        MembersSaveMemberActionSettingsInput: {
+            actions?: components["schemas"]["MembersMemberActionSettingsPatch"];
+            expected_revision: string;
+            permissions?: components["schemas"]["MembersActionSettingsPermissionPatch"];
+            /** Format: int32 */
+            policy_schema_version?: number;
+        };
+        MembersMemberActionSettingsPatch: {
+            ach_withdrawal?: components["schemas"]["MembersMemberActionOverride"];
+            fund_buy?: components["schemas"]["MembersMemberActionOverride"];
+            fund_sell?: components["schemas"]["MembersMemberActionOverride"];
+            onchain_withdrawal?: components["schemas"]["MembersMemberActionOverride"];
+            wire_withdrawal?: components["schemas"]["MembersMemberActionOverride"];
+        };
+        MembersActionSettingsPermissionPatch: {
+            api_keys_manage?: boolean;
+            assets_buy?: boolean;
+            assets_sell?: boolean;
+            bank_account_add?: boolean;
+            bank_account_remove?: boolean;
+            funds_deposit?: boolean;
+            funds_withdraw?: boolean;
+            members_invite?: boolean;
+            permissions_manage?: boolean;
+            transfers_approve?: boolean;
+        };
+        /** @enum {string} */
+        MembersMemberAction: "ach_withdrawal" | "wire_withdrawal" | "onchain_withdrawal" | "fund_buy" | "fund_sell";
+        MembersMemberActionSettingsPreview: {
+            action_allowed?: boolean;
+            business_policy_revision?: string | null;
+            permission_allowed?: boolean;
+            requirements?: components["schemas"]["MembersMemberApprovalRequirementView"][] | null;
+            revision?: string;
+            valuation?: components["schemas"]["MembersMemberActionValuationView"];
+        };
+        MembersMemberApprovalRequirementView: {
+            /** Format: int32 */
+            count?: number;
+            excluded_individual_ids?: string[];
+            individual_id?: string;
+            kind?: components["schemas"]["MembersMemberRequirementKind"];
+            source?: components["schemas"]["MembersMemberRequirementSource"];
+        };
+        /** @enum {string} */
+        MembersMemberRequirementKind: "ordinary_quorum" | "additional_named" | "selected_member";
+        /** @enum {string} */
+        MembersMemberRequirementSource: "business" | "member";
+        MembersMemberActionValuationView: {
+            amount_usd?: string | null;
+            amount_usd_view?: components["schemas"]["MoneyfmtMoneyAmountView"] | (null);
+            fund_category?: string;
+            status?: components["schemas"]["MembersMemberValuationStatus"];
+        };
+        MoneyfmtMoneyAmountView: {
+            /** Format: double */
+            float: number;
+            formatted: components["schemas"]["MoneyfmtFormattedMoneyAmountView"];
+            precise: string;
+            symbol: string;
+            zero: boolean;
+        };
+        MoneyfmtFormattedMoneyAmountView: {
+            compact: string;
+            currency_sign: string;
+            currency_sign_position: string;
+            full: string;
+        };
+        /** @enum {string} */
+        MembersMemberValuationStatus: "valued" | "unavailable";
+        MembersMemberAccessInput: {
+            reason?: string;
+        };
         MembersSetMemberRBACPolicyInput: {
             enabled?: boolean;
             rbac_type: string;
@@ -2628,22 +2765,6 @@ export interface components {
             ip_address?: string;
             session_token?: string;
         };
-        IdentityStepUpCreateInput: {
-            /** @description Current authenticator code. */
-            code: string;
-            /**
-             * @description Second factor to prove. Only totp.
-             * @enum {string}
-             */
-            method: "totp";
-        };
-        IdentityStepUpCreateOutput: {
-            /**
-             * Format: date-time
-             * @description When the code was verified and recorded.
-             */
-            verified_ts: string;
-        };
         IdentityTwofaOutput: {
             /** @enum {string} */
             method?: "sms" | "totp";
@@ -6242,6 +6363,225 @@ export interface operations {
             };
         };
     };
+    "identity.members.action_settings.get": {
+        parameters: {
+            query?: never;
+            header?: never;
+            path: {
+                id: string;
+            };
+            cookie?: never;
+        };
+        requestBody?: never;
+        responses: {
+            /** @description OK */
+            200: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["MembersMemberActionSettingsSummary"];
+                };
+            };
+            /** @description Unauthorized */
+            401: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["HttputilAPIError"];
+                };
+            };
+            /** @description Forbidden */
+            403: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["HttputilAPIError"];
+                };
+            };
+            /** @description Not Found */
+            404: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["HttputilAPIError"];
+                };
+            };
+            /** @description Error response. */
+            default: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["HttputilAPIError"];
+                };
+            };
+        };
+    };
+    "identity.members.action_settings.save": {
+        parameters: {
+            query?: never;
+            header?: never;
+            path: {
+                id: string;
+            };
+            cookie?: never;
+        };
+        requestBody?: {
+            content: {
+                "application/json": components["schemas"]["MembersSaveMemberActionSettingsInput"];
+            };
+        };
+        responses: {
+            /** @description OK */
+            200: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["MembersMemberActionSettingsSummary"];
+                };
+            };
+            /** @description Bad Request */
+            400: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["HttputilAPIError"];
+                };
+            };
+            /** @description Unauthorized */
+            401: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["HttputilAPIError"];
+                };
+            };
+            /** @description Forbidden */
+            403: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["HttputilAPIError"];
+                };
+            };
+            /** @description Not Found */
+            404: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["HttputilAPIError"];
+                };
+            };
+            /** @description Conflict */
+            409: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["HttputilAPIError"];
+                };
+            };
+            /** @description Error response. */
+            default: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["HttputilAPIError"];
+                };
+            };
+        };
+    };
+    "identity.members.action_settings.preview": {
+        parameters: {
+            query: {
+                action: components["schemas"]["MembersMemberAction"];
+                amount: string;
+                symbol?: string;
+                payment_rail?: string;
+            };
+            header?: never;
+            path: {
+                id: string;
+            };
+            cookie?: never;
+        };
+        requestBody?: never;
+        responses: {
+            /** @description OK */
+            200: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["MembersMemberActionSettingsPreview"];
+                };
+            };
+            /** @description Bad Request */
+            400: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["HttputilAPIError"];
+                };
+            };
+            /** @description Unauthorized */
+            401: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["HttputilAPIError"];
+                };
+            };
+            /** @description Forbidden */
+            403: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["HttputilAPIError"];
+                };
+            };
+            /** @description Not Found */
+            404: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["HttputilAPIError"];
+                };
+            };
+            /** @description Service Unavailable */
+            503: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["HttputilAPIError"];
+                };
+            };
+            /** @description Error response. */
+            default: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["HttputilAPIError"];
+                };
+            };
+        };
+    };
     "identity.members.deactivate": {
         parameters: {
             query?: never;
@@ -6731,84 +7071,6 @@ export interface operations {
             };
         };
     };
-    "identity.step_ups.create": {
-        parameters: {
-            query?: never;
-            header?: never;
-            path?: never;
-            cookie?: never;
-        };
-        requestBody?: {
-            content: {
-                "application/json": components["schemas"]["IdentityStepUpCreateInput"];
-            };
-        };
-        responses: {
-            /** @description OK */
-            200: {
-                headers: {
-                    [name: string]: unknown;
-                };
-                content: {
-                    "application/json": components["schemas"]["IdentityStepUpCreateOutput"];
-                };
-            };
-            /** @description Bad Request */
-            400: {
-                headers: {
-                    [name: string]: unknown;
-                };
-                content: {
-                    "application/json": components["schemas"]["HttputilAPIError"];
-                };
-            };
-            /** @description Unauthorized */
-            401: {
-                headers: {
-                    [name: string]: unknown;
-                };
-                content: {
-                    "application/json": components["schemas"]["HttputilAPIError"];
-                };
-            };
-            /** @description Forbidden */
-            403: {
-                headers: {
-                    [name: string]: unknown;
-                };
-                content: {
-                    "application/json": components["schemas"]["HttputilAPIError"];
-                };
-            };
-            /** @description Conflict */
-            409: {
-                headers: {
-                    [name: string]: unknown;
-                };
-                content: {
-                    "application/json": components["schemas"]["HttputilAPIError"];
-                };
-            };
-            /** @description Too Many Requests */
-            429: {
-                headers: {
-                    [name: string]: unknown;
-                };
-                content: {
-                    "application/json": components["schemas"]["HttputilAPIError"];
-                };
-            };
-            /** @description Error response. */
-            default: {
-                headers: {
-                    [name: string]: unknown;
-                };
-                content: {
-                    "application/json": components["schemas"]["HttputilAPIError"];
-                };
-            };
-        };
-    };
     "identity.twofa.current": {
         parameters: {
             query?: never;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@stable_sea/sdk",
-  "version": "0.2.18",
+  "version": "0.2.19",
   "type": "module",
   "sideEffects": false,
   "files": [