Class: ModernTreasury::Client

Inherits:
Internal::Transport::BaseClient show all
Defined in:
lib/modern_treasury/client.rb,
sig/modern_treasury/client.rbs

Constant Summary collapse

DEFAULT_MAX_RETRIES =

Default max number of retries to attempt after a failed retryable request.

Returns:

  • (2) 
2
DEFAULT_TIMEOUT_IN_SECONDS =

Default per-request timeout.

Returns:

  • (Float) 
60.0
DEFAULT_INITIAL_RETRY_DELAY =

Default initial retry delay in seconds. Overall delay is calculated using exponential backoff + jitter.

Returns:

  • (Float) 
0.5
DEFAULT_MAX_RETRY_DELAY =

Default max retry delay in seconds.

Returns:

  • (Float) 
8.0

Constants inherited from Internal::Transport::BaseClient

Internal::Transport::BaseClient::MAX_REDIRECTS, Internal::Transport::BaseClient::ModernTreasury, Internal::Transport::BaseClient::PLATFORM_HEADERS

Instance Attribute Summary collapse

Attributes inherited from Internal::Transport::BaseClient

#base_url, #headers, #idempotency_header, #initial_retry_delay, #max_retries, #max_retry_delay, #requester, #timeout

Instance Method Summary collapse

Methods inherited from Internal::Transport::BaseClient

follow_redirect, #inspect, reap_connection!, #request, #send_request, should_retry?, validate!

Methods included from Internal::Util::SorbetRuntimeSupport

#const_missing, #define_sorbet_constant!, #sorbet_constant_defined?, #to_sorbet_type, to_sorbet_type

Constructor Details

#initialize(api_key: , organization_id: , webhook_key: , base_url: , max_retries: self.class::DEFAULT_MAX_RETRIES, timeout: self.class::DEFAULT_TIMEOUT_IN_SECONDS, initial_retry_delay: self.class::DEFAULT_INITIAL_RETRY_DELAY, max_retry_delay: self.class::DEFAULT_MAX_RETRY_DELAY, idempotency_header: "Idempotency-Key") ⇒ Client

Creates and returns a new client for interacting with the API.

"https://api.example.com/v2/". Defaults to ENV["MODERN_TREASURY_BASE_URL"]

Parameters:

  • api_key (String, nil) (defaults to: ) —

    Defaults to ENV["MODERN_TREASURY_API_KEY"]

  • organization_id (String, nil) (defaults to: ) —

    Defaults to ENV["MODERN_TREASURY_ORGANIZATION_ID"]

  • webhook_key (String, nil) (defaults to: ) —

    Defaults to ENV["MODERN_TREASURY_WEBHOOK_KEY"]

  • base_url (String, nil) (defaults to: ) —

    Override the default base URL for the API, e.g.,

  • max_retries (Integer) (defaults to: self.class::DEFAULT_MAX_RETRIES) —

    Max number of retries to attempt after a failed retryable request.

  • timeout (Float) (defaults to: self.class::DEFAULT_TIMEOUT_IN_SECONDS)
  • initial_retry_delay (Float) (defaults to: self.class::DEFAULT_INITIAL_RETRY_DELAY)
  • max_retry_delay (Float) (defaults to: self.class::DEFAULT_MAX_RETRY_DELAY)
  • idempotency_header (String) (defaults to: "Idempotency-Key") 


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# File 'lib/modern_treasury/client.rb', line 202

def initialize(
  api_key: ENV["MODERN_TREASURY_API_KEY"],
  organization_id: ENV["MODERN_TREASURY_ORGANIZATION_ID"],
  webhook_key: ENV["MODERN_TREASURY_WEBHOOK_KEY"],
  base_url: ENV["MODERN_TREASURY_BASE_URL"],
  max_retries: self.class::DEFAULT_MAX_RETRIES,
  timeout: self.class::DEFAULT_TIMEOUT_IN_SECONDS,
  initial_retry_delay: self.class::DEFAULT_INITIAL_RETRY_DELAY,
  max_retry_delay: self.class::DEFAULT_MAX_RETRY_DELAY,
  idempotency_header: "Idempotency-Key"
)
  base_url ||= "https://app.moderntreasury.com"

  if api_key.nil?
    raise ArgumentError.new("api_key is required, and can be set via environ: \"MODERN_TREASURY_API_KEY\"")
  end
  if organization_id.nil?
    raise ArgumentError.new("organization_id is required, and can be set via environ: \"MODERN_TREASURY_ORGANIZATION_ID\"")
  end

  headers = {}
  custom_headers_env = ENV["MODERN_TREASURY_CUSTOM_HEADERS"]
  unless custom_headers_env.nil?
    parsed = {}
    custom_headers_env.split("\n").each do |line|
      colon = line.index(":")
      unless colon.nil?
        parsed[line[0...colon].strip] = line[(colon + 1)..].strip
      end
    end
    headers = parsed.merge(headers)
  end

  @api_key = api_key.to_s
  @organization_id = organization_id.to_s
  @webhook_key = webhook_key&.to_s

  super(
    base_url: base_url,
    timeout: timeout,
    max_retries: max_retries,
    initial_retry_delay: initial_retry_delay,
    max_retry_delay: max_retry_delay,
    headers: headers,
    idempotency_header: idempotency_header
  )

  @connections = ModernTreasury::Resources::Connections.new(client: self)
  @counterparties = ModernTreasury::Resources::Counterparties.new(client: self)
  @events = ModernTreasury::Resources::Events.new(client: self)
  @expected_payments = ModernTreasury::Resources::ExpectedPayments.new(client: self)
  @external_accounts = ModernTreasury::Resources::ExternalAccounts.new(client: self)
  @incoming_payment_details = ModernTreasury::Resources::IncomingPaymentDetails.new(client: self)
  @invoices = ModernTreasury::Resources::Invoices.new(client: self)
  @documents = ModernTreasury::Resources::Documents.new(client: self)
  @account_collection_flows = ModernTreasury::Resources::AccountCollectionFlows.new(client: self)
  @account_details = ModernTreasury::Resources::AccountDetails.new(client: self)
  @routing_details = ModernTreasury::Resources::RoutingDetails.new(client: self)
  @internal_accounts = ModernTreasury::Resources::InternalAccounts.new(client: self)
  @ledgers = ModernTreasury::Resources::Ledgers.new(client: self)
  @ledger_account_categories = ModernTreasury::Resources::LedgerAccountCategories.new(client: self)
  @ledger_accounts = ModernTreasury::Resources::LedgerAccounts.new(client: self)
  @ledger_account_balance_monitors =
    ModernTreasury::Resources::LedgerAccountBalanceMonitors.new(client: self)
  @ledger_account_statements = ModernTreasury::Resources::LedgerAccountStatements.new(client: self)
  @ledger_entries = ModernTreasury::Resources::LedgerEntries.new(client: self)
  @ledger_transactions = ModernTreasury::Resources::LedgerTransactions.new(client: self)
  @line_items = ModernTreasury::Resources::LineItems.new(client: self)
  @payment_flows = ModernTreasury::Resources::PaymentFlows.new(client: self)
  @payment_orders = ModernTreasury::Resources::PaymentOrders.new(client: self)
  @payment_references = ModernTreasury::Resources::PaymentReferences.new(client: self)
  @returns = ModernTreasury::Resources::Returns.new(client: self)
  @transactions = ModernTreasury::Resources::Transactions.new(client: self)
  @validations = ModernTreasury::Resources::Validations.new(client: self)
  @virtual_accounts = ModernTreasury::Resources::VirtualAccounts.new(client: self)
  @bulk_requests = ModernTreasury::Resources::BulkRequests.new(client: self)
  @bulk_results = ModernTreasury::Resources::BulkResults.new(client: self)
  @ledger_account_settlements = ModernTreasury::Resources::LedgerAccountSettlements.new(client: self)
  @foreign_exchange_quotes = ModernTreasury::Resources::ForeignExchangeQuotes.new(client: self)
  @connection_legal_entities = ModernTreasury::Resources::ConnectionLegalEntities.new(client: self)
  @legal_entities = ModernTreasury::Resources::LegalEntities.new(client: self)
  @legal_entity_associations = ModernTreasury::Resources::LegalEntityAssociations.new(client: self)
  @payment_actions = ModernTreasury::Resources::PaymentActions.new(client: self)
  @journal_entries = ModernTreasury::Resources::JournalEntries.new(client: self)
  @journal_sources = ModernTreasury::Resources::JournalSources.new(client: self)
  @journal_reports = ModernTreasury::Resources::JournalReports.new(client: self)
  @holds = ModernTreasury::Resources::Holds.new(client: self)
  @cases = ModernTreasury::Resources::Cases.new(client: self)
  @virtual_account_settings = ModernTreasury::Resources::VirtualAccountSettings.new(client: self)
  @identifications = ModernTreasury::Resources::Identifications.new(client: self)
end

Instance Attribute Details

#account_collection_flows ⇒ ModernTreasury::Resources::AccountCollectionFlows (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 52

def 
  @account_collection_flows
end

#account_details ⇒ ModernTreasury::Resources::AccountDetails (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 55

def 
  @account_details
end

#api_key ⇒ String (readonly)

Returns:

  • (String) 


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# File 'lib/modern_treasury/client.rb', line 19

def api_key
  @api_key
end

#bulk_requests ⇒ ModernTreasury::Resources::BulkRequests (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 109

def bulk_requests
  @bulk_requests
end

#bulk_results ⇒ ModernTreasury::Resources::BulkResults (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 112

def bulk_results
  @bulk_results
end

#cases ⇒ ModernTreasury::Resources::Cases (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 145

def cases
  @cases
end

#connection_legal_entities ⇒ ModernTreasury::Resources::ConnectionLegalEntities (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 121

def connection_legal_entities
  @connection_legal_entities
end

#connections ⇒ ModernTreasury::Resources::Connections (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 28

def connections
  @connections
end

#counterparties ⇒ ModernTreasury::Resources::Counterparties (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 31

def counterparties
  @counterparties
end

#documents ⇒ ModernTreasury::Resources::Documents (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 49

def documents
  @documents
end

#events ⇒ ModernTreasury::Resources::Events (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 34

def events
  @events
end

#expected_payments ⇒ ModernTreasury::Resources::ExpectedPayments (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 37

def expected_payments
  @expected_payments
end

#external_accounts ⇒ ModernTreasury::Resources::ExternalAccounts (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 40

def external_accounts
  @external_accounts
end

#foreign_exchange_quotes ⇒ ModernTreasury::Resources::ForeignExchangeQuotes (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 118

def foreign_exchange_quotes
  @foreign_exchange_quotes
end

#holds ⇒ ModernTreasury::Resources::Holds (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 142

def holds
  @holds
end

#identifications ⇒ ModernTreasury::Resources::Identifications (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 151

def identifications
  @identifications
end

#incoming_payment_details ⇒ ModernTreasury::Resources::IncomingPaymentDetails (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 43

def incoming_payment_details
  @incoming_payment_details
end

#internal_accounts ⇒ ModernTreasury::Resources::InternalAccounts (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 61

def internal_accounts
  @internal_accounts
end

#invoices ⇒ ModernTreasury::Resources::Invoices (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 46

def invoices
  @invoices
end

#journal_entries ⇒ ModernTreasury::Resources::JournalEntries (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 133

def journal_entries
  @journal_entries
end

#journal_reports ⇒ ModernTreasury::Resources::JournalReports (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 139

def journal_reports
  @journal_reports
end

#journal_sources ⇒ ModernTreasury::Resources::JournalSources (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 136

def journal_sources
  @journal_sources
end

#ledger_account_balance_monitors ⇒ ModernTreasury::Resources::LedgerAccountBalanceMonitors (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 73

def 
  @ledger_account_balance_monitors
end

#ledger_account_categories ⇒ ModernTreasury::Resources::LedgerAccountCategories (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 67

def 
  @ledger_account_categories
end

#ledger_account_settlements ⇒ ModernTreasury::Resources::LedgerAccountSettlements (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 115

def 
  @ledger_account_settlements
end

#ledger_account_statements ⇒ ModernTreasury::Resources::LedgerAccountStatements (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 76

def 
  @ledger_account_statements
end

#ledger_accounts ⇒ ModernTreasury::Resources::LedgerAccounts (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 70

def ledger_accounts
  @ledger_accounts
end

#ledger_entries ⇒ ModernTreasury::Resources::LedgerEntries (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 79

def ledger_entries
  @ledger_entries
end

#ledger_transactions ⇒ ModernTreasury::Resources::LedgerTransactions (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 82

def ledger_transactions
  @ledger_transactions
end

#ledgers ⇒ ModernTreasury::Resources::Ledgers (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 64

def ledgers
  @ledgers
end

#legal_entities ⇒ ModernTreasury::Resources::LegalEntities (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 124

def legal_entities
  @legal_entities
end

#legal_entity_associations ⇒ ModernTreasury::Resources::LegalEntityAssociations (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 127

def legal_entity_associations
  @legal_entity_associations
end

#line_items ⇒ ModernTreasury::Resources::LineItems (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 85

def line_items
  @line_items
end

#organization_id ⇒ String (readonly)

Returns:

  • (String) 


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# File 'lib/modern_treasury/client.rb', line 22

def organization_id
  @organization_id
end

#payment_actions ⇒ ModernTreasury::Resources::PaymentActions (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 130

def payment_actions
  @payment_actions
end

#payment_flows ⇒ ModernTreasury::Resources::PaymentFlows (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 88

def payment_flows
  @payment_flows
end

#payment_orders ⇒ ModernTreasury::Resources::PaymentOrders (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 91

def payment_orders
  @payment_orders
end

#payment_references ⇒ ModernTreasury::Resources::PaymentReferences (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 94

def payment_references
  @payment_references
end

#returns ⇒ ModernTreasury::Resources::Returns (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 97

def returns
  @returns
end

#routing_details ⇒ ModernTreasury::Resources::RoutingDetails (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 58

def routing_details
  @routing_details
end

#transactions ⇒ ModernTreasury::Resources::Transactions (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 100

def transactions
  @transactions
end

#validations ⇒ ModernTreasury::Resources::Validations (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 103

def validations
  @validations
end

#virtual_account_settings ⇒ ModernTreasury::Resources::VirtualAccountSettings (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 148

def 
  @virtual_account_settings
end

#virtual_accounts ⇒ ModernTreasury::Resources::VirtualAccounts (readonly)

Returns:



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# File 'lib/modern_treasury/client.rb', line 106

def virtual_accounts
  @virtual_accounts
end

#webhook_key ⇒ String? (readonly)

Returns:

  • (String, nil) 


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# File 'lib/modern_treasury/client.rb', line 25

def webhook_key
  @webhook_key
end

Instance Method Details

#ping(request_options: {}) ⇒ ModernTreasury::Models::PingResponse

A test endpoint often used to confirm credentials and headers are being passed in correctly.

Parameters:

Returns:

See Also:



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# File 'lib/modern_treasury/client.rb', line 163

def ping(params = {})
  request(
    method: :get,
    path: "api/ping",
    model: ModernTreasury::PingResponse,
    options: params[:request_options]
  )
end