Release v0.3.37

src/Mercoa.Client.sln

@@ -3,9 +3,9 @@ Microsoft Visual Studio Solution File, Format Version 12.00
 # Visual Studio Version 17
 VisualStudioVersion = 17.0.31903.59
 MinimumVisualStudioVersion = 10.0.40219.1
-Project("{FAE04EC0-301F-11D3-BF4B-00C04F79EFBC}") = "Mercoa.Client", "Mercoa.Client\Mercoa.Client.csproj", "{C7248B78-60ED-4C1D-A405-DFB54E67ACEB}"
+Project("{FAE04EC0-301F-11D3-BF4B-00C04F79EFBC}") = "Mercoa.Client", "Mercoa.Client\Mercoa.Client.csproj", "{4E9723B5-0D4E-4C47-876C-2496478B955E}"
 EndProject
-Project("{FAE04EC0-301F-11D3-BF4B-00C04F79EFBC}") = "Mercoa.Client.Test", "Mercoa.Client.Test\Mercoa.Client.Test.csproj", "{2AC14705-C577-4654-83EF-1B12452A5AED}"
+Project("{FAE04EC0-301F-11D3-BF4B-00C04F79EFBC}") = "Mercoa.Client.Test", "Mercoa.Client.Test\Mercoa.Client.Test.csproj", "{730ABA81-798E-4B9B-91C2-F4956628D257}"
 EndProject
 Global
 	GlobalSection(SolutionConfigurationPlatforms) = preSolution
@@ -16,13 +16,13 @@ Global
 		HideSolutionNode = FALSE
 	EndGlobalSection
 	GlobalSection(ProjectConfigurationPlatforms) = postSolution
-		{C7248B78-60ED-4C1D-A405-DFB54E67ACEB}.Debug|Any CPU.ActiveCfg = Debug|Any CPU
-		{C7248B78-60ED-4C1D-A405-DFB54E67ACEB}.Debug|Any CPU.Build.0 = Debug|Any CPU
-		{C7248B78-60ED-4C1D-A405-DFB54E67ACEB}.Release|Any CPU.ActiveCfg = Release|Any CPU
-		{C7248B78-60ED-4C1D-A405-DFB54E67ACEB}.Release|Any CPU.Build.0 = Release|Any CPU
-		{2AC14705-C577-4654-83EF-1B12452A5AED}.Debug|Any CPU.ActiveCfg = Debug|Any CPU
-		{2AC14705-C577-4654-83EF-1B12452A5AED}.Debug|Any CPU.Build.0 = Debug|Any CPU
-		{2AC14705-C577-4654-83EF-1B12452A5AED}.Release|Any CPU.ActiveCfg = Release|Any CPU
-		{2AC14705-C577-4654-83EF-1B12452A5AED}.Release|Any CPU.Build.0 = Release|Any CPU
+		{4E9723B5-0D4E-4C47-876C-2496478B955E}.Debug|Any CPU.ActiveCfg = Debug|Any CPU
+		{4E9723B5-0D4E-4C47-876C-2496478B955E}.Debug|Any CPU.Build.0 = Debug|Any CPU
+		{4E9723B5-0D4E-4C47-876C-2496478B955E}.Release|Any CPU.ActiveCfg = Release|Any CPU
+		{4E9723B5-0D4E-4C47-876C-2496478B955E}.Release|Any CPU.Build.0 = Release|Any CPU
+		{730ABA81-798E-4B9B-91C2-F4956628D257}.Debug|Any CPU.ActiveCfg = Debug|Any CPU
+		{730ABA81-798E-4B9B-91C2-F4956628D257}.Debug|Any CPU.Build.0 = Debug|Any CPU
+		{730ABA81-798E-4B9B-91C2-F4956628D257}.Release|Any CPU.ActiveCfg = Release|Any CPU
+		{730ABA81-798E-4B9B-91C2-F4956628D257}.Release|Any CPU.Build.0 = Release|Any CPU
 	EndGlobalSection
 EndGlobal

src/Mercoa.Client/Entity/Customization/CustomizationClient.cs

@@ -0,0 +1,51 @@
+using System.Text.Json;
+using Mercoa.Client;
+
+namespace Mercoa.Client.Entity;
+
+public class CustomizationClient
+{
+    private RawClient _client;
+
+    public CustomizationClient(RawClient client)
+    {
+        _client = client;
+    }
+
+    /// <summary>
+    /// Get entity customization.
+    /// </summary>
+    public async Task<EntityCustomizationResponse> GetAsync()
+    {
+        var response = await _client.MakeRequestAsync(
+            new RawClient.ApiRequest { Method = HttpMethod.Get, Path = "/customization" }
+        );
+        string responseBody = await response.Raw.Content.ReadAsStringAsync();
+        if (response.StatusCode >= 200 && response.StatusCode < 400)
+        {
+            return JsonSerializer.Deserialize<EntityCustomizationResponse>(responseBody);
+        }
+        throw new Exception();
+    }
+
+    /// <summary>
+    /// Update entity customization. This lets you turn off metadata and payment methods for an entity.
+    /// </summary>
+    public async Task<EntityCustomizationResponse> UpdateAsync(EntityCustomizationRequest request)
+    {
+        var response = await _client.MakeRequestAsync(
+            new RawClient.ApiRequest
+            {
+                Method = HttpMethod.Post,
+                Path = "/customization",
+                Body = request
+            }
+        );
+        string responseBody = await response.Raw.Content.ReadAsStringAsync();
+        if (response.StatusCode >= 200 && response.StatusCode < 400)
+        {
+            return JsonSerializer.Deserialize<EntityCustomizationResponse>(responseBody);
+        }
+        throw new Exception();
+    }
+}

src/Mercoa.Client/Entity/EntityClient.cs

@@ -17,6 +17,7 @@ public EntityClient(RawClient client)
         User = new UserClient(_client);
         ApprovalPolicy = new ApprovalPolicyClient(_client);
         Counterparty = new CounterpartyClient(_client);
+        Customization = new CustomizationClient(_client);
         ExternalAccountingSystem = new ExternalAccountingSystemClient(_client);
         Invoice = new InvoiceClient(_client);
         Metadata = new MetadataClient(_client);
@@ -33,6 +34,8 @@ public EntityClient(RawClient client)
 
     public CounterpartyClient Counterparty { get; }
 
+    public CustomizationClient Customization { get; }
+
     public ExternalAccountingSystemClient ExternalAccountingSystem { get; }
 
     public InvoiceClient Invoice { get; }

src/Mercoa.Client/Entity/User/UserClient.cs

@@ -35,6 +35,55 @@ public async Task<List<EntityUserResponse>> GetAllAsync(string entityId)
         throw new Exception();
     }
 
+    /// <summary>
+    /// Get all entity users
+    /// </summary>
+    public async Task<FindEntityUserResponse> FindAsync(
+        string entityId,
+        EntityFindEntityRequest request
+    )
+    {
+        var _query = new Dictionary<string, object>() { };
+        if (request.ForeignId != null)
+        {
+            _query["foreignId"] = request.ForeignId;
+        }
+        if (request.Role != null)
+        {
+            _query["role"] = request.Role;
+        }
+        if (request.Name != null)
+        {
+            _query["name"] = request.Name;
+        }
+        if (request.Email != null)
+        {
+            _query["email"] = request.Email;
+        }
+        if (request.Limit != null)
+        {
+            _query["limit"] = request.Limit;
+        }
+        if (request.StartingAfter != null)
+        {
+            _query["startingAfter"] = request.StartingAfter;
+        }
+        var response = await _client.MakeRequestAsync(
+            new RawClient.ApiRequest
+            {
+                Method = HttpMethod.Put,
+                Path = $"/{entityId}/users",
+                Query = _query
+            }
+        );
+        string responseBody = await response.Raw.Content.ReadAsStringAsync();
+        if (response.StatusCode >= 200 && response.StatusCode < 400)
+        {
+            return JsonSerializer.Deserialize<FindEntityUserResponse>(responseBody);
+        }
+        throw new Exception();
+    }
+
     public async Task<EntityUserResponse> CreateAsync(string entityId, EntityUserRequest request)
     {
         var response = await _client.MakeRequestAsync(

src/Mercoa.Client/Entity/User/requests/EntityFindEntityRequest.cs

@@ -0,0 +1,34 @@
+namespace Mercoa.Client.Entity.User;
+
+public class EntityFindEntityRequest
+{
+    /// <summary>
+    /// ID used to identify user in your system
+    /// </summary>
+    public string? ForeignId { get; init; }
+
+    /// <summary>
+    /// Filter users by role. If multiple roles are provided, users with any of the roles will be returned.
+    /// </summary>
+    public string? Role { get; init; }
+
+    /// <summary>
+    /// Filter users by name. Partial matches are supported.
+    /// </summary>
+    public string? Name { get; init; }
+
+    /// <summary>
+    /// Filter users by email. Partial matches are supported.
+    /// </summary>
+    public string? Email { get; init; }
+
+    /// <summary>
+    /// Number of entities to return. Limit can range between 1 and 100, and the default is 10.
+    /// </summary>
+    public int? Limit { get; init; }
+
+    /// <summary>
+    /// The ID of the user to start after. If not provided, the first page of entities will be returned.
+    /// </summary>
+    public string? StartingAfter { get; init; }
+}

src/Mercoa.Client/EntityTypes/Types/EntityCustomizationRequest.cs

@@ -0,0 +1,19 @@
+using System.Text.Json.Serialization;
+using Mercoa.Client;
+
+namespace Mercoa.Client;
+
+public class EntityCustomizationRequest
+{
+    [JsonPropertyName("metadata")]
+    public List<MetadataCustomizationRequest> Metadata { get; init; }
+
+    [JsonPropertyName("paymentSource")]
+    public List<PaymentMethodCustomizationRequest> PaymentSource { get; init; }
+
+    [JsonPropertyName("backupDisbursement")]
+    public List<PaymentMethodCustomizationRequest> BackupDisbursement { get; init; }
+
+    [JsonPropertyName("paymentDestination")]
+    public List<PaymentMethodCustomizationRequest> PaymentDestination { get; init; }
+}

src/Mercoa.Client/EntityTypes/Types/EntityCustomizationResponse.cs

@@ -0,0 +1,19 @@
+using System.Text.Json.Serialization;
+using Mercoa.Client;
+
+namespace Mercoa.Client;
+
+public class EntityCustomizationResponse
+{
+    [JsonPropertyName("metadata")]
+    public List<MetadataCustomizationRequest> Metadata { get; init; }
+
+    [JsonPropertyName("paymentSource")]
+    public List<PaymentMethodCustomizationRequest> PaymentSource { get; init; }
+
+    [JsonPropertyName("backupDisbursement")]
+    public List<PaymentMethodCustomizationRequest> BackupDisbursement { get; init; }
+
+    [JsonPropertyName("paymentDestination")]
+    public List<PaymentMethodCustomizationRequest> PaymentDestination { get; init; }
+}

src/Mercoa.Client/EntityTypes/Types/FindEntityUserResponse.cs

@@ -0,0 +1,22 @@
+using System.Text.Json.Serialization;
+using Mercoa.Client;
+
+namespace Mercoa.Client;
+
+public class FindEntityUserResponse
+{
+    /// <summary>
+    /// Total number of users for the given filters. This value is not limited by the limit parameter. It is provided so that you can determine how many pages of results are available.
+    /// </summary>
+    [JsonPropertyName("count")]
+    public int Count { get; init; }
+
+    /// <summary>
+    /// True if there are more users available for the given filters.
+    /// </summary>
+    [JsonPropertyName("hasMore")]
+    public bool HasMore { get; init; }
+
+    [JsonPropertyName("data")]
+    public List<EntityUserResponse> Data { get; init; }
+}

src/Mercoa.Client/EntityTypes/Types/MetadataCustomizationRequest.cs

@@ -0,0 +1,18 @@
+using System.Text.Json.Serialization;
+
+namespace Mercoa.Client;
+
+public class MetadataCustomizationRequest
+{
+    /// <summary>
+    /// The key of the metadata field. This must be defined at the organization level, otherwise an error will be returned.
+    /// </summary>
+    [JsonPropertyName("key")]
+    public string Key { get; init; }
+
+    /// <summary>
+    /// If true, this field will not be available to the entity.
+    /// </summary>
+    [JsonPropertyName("disabled")]
+    public bool Disabled { get; init; }
+}

src/Mercoa.Client/EntityTypes/Types/PaymentMethodCustomizationRequest.cs

@@ -0,0 +1,22 @@
+using System.Text.Json.Serialization;
+using Mercoa.Client;
+
+namespace Mercoa.Client;
+
+public class PaymentMethodCustomizationRequest
+{
+    [JsonPropertyName("type")]
+    public PaymentMethodType Type { get; init; }
+
+    /// <summary>
+    /// If type is custom, this is the ID of the schema to use for this payment method.
+    /// </summary>
+    [JsonPropertyName("schemaId")]
+    public string? SchemaId { get; init; }
+
+    /// <summary>
+    /// If true, this method will will not be available to the entity.
+    /// </summary>
+    [JsonPropertyName("disabled")]
+    public bool Disabled { get; init; }
+}

src/Mercoa.Client/InvoiceTypes/Types/BankAccountPaymentDestinationOptions.cs

@@ -10,4 +10,10 @@ public class BankAccountPaymentDestinationOptions
     /// </summary>
     [JsonPropertyName("delivery")]
     public BankDeliveryMethod? Delivery { get; init; }
+
+    /// <summary>
+    /// ACH Statement Description. By default, this will be 'AP' followed by the first 8 characters of the invoice ID. Must be at least 4 characters and no more than 10 characters, and follow this regex pattern ^[a-zA-Z0-9\-#.$&*]{4,10}$
+    /// </summary>
+    [JsonPropertyName("description")]
+    public string? Description { get; init; }
 }

src/Mercoa.Client/Mercoa.Client.csproj

@@ -5,7 +5,7 @@
         <TargetFramework>net7.0</TargetFramework>
         <ImplicitUsings>enable</ImplicitUsings>
         <NuGetAudit>false</NuGetAudit>
-        <Version>v0.3.36</Version>
+        <Version>v0.3.37</Version>
         <PackageReadmeFile>README.md</PackageReadmeFile>
         <PackageProjectUrl>https://github.com/mercoa-finance/csharp</PackageProjectUrl>
     </PropertyGroup>

src/Mercoa.Client/Mercoa.cs

@@ -17,7 +17,7 @@ public Mercoa(string token = null, ClientOptions clientOptions = null)
                 { "Authorization", $"Bearer {token}" },
                 { "X-Fern-Language", "C#" },
                 { "X-Fern-SDK-Name", "Mercoa.Client" },
-                { "X-Fern-SDK-Version", "v0.3.36" },
+                { "X-Fern-SDK-Version", "v0.3.37" },
             },
             clientOptions ?? new ClientOptions()
         );

src/Mercoa.Client/OrganizationTypes/Types/PaymentRailRequest.cs

@@ -9,16 +9,10 @@ public class PaymentRailRequest
     public PaymentMethodType Type { get; init; }
 
     /// <summary>
-    /// Name of the payment method. For custom payment methods, this is the ID of the schema.
+    /// For custom payment methods, this is the ID of the schema.
     /// </summary>
     [JsonPropertyName("name")]
-    public string Name { get; init; }
-
-    [JsonPropertyName("markup")]
-    public PaymentRailMarkup? Markup { get; init; }
-
-    [JsonPropertyName("description")]
-    public string? Description { get; init; }
+    public string? Name { get; init; }
 
     [JsonPropertyName("active")]
     public bool Active { get; init; }

src/Mercoa.Client/OrganizationTypes/Types/PaymentRailResponse.cs

@@ -5,24 +5,15 @@ namespace Mercoa.Client;
 
 public class PaymentRailResponse
 {
-    [JsonPropertyName("available")]
-    public bool Available { get; init; }
-
     [JsonPropertyName("type")]
     public PaymentMethodType Type { get; init; }
 
     /// <summary>
-    /// Name of the payment method. For custom payment methods, this is the ID of the schema.
+    /// For custom payment methods, this is the ID of the schema.
     /// </summary>
     [JsonPropertyName("name")]
     public string Name { get; init; }
 
-    [JsonPropertyName("markup")]
-    public PaymentRailMarkup? Markup { get; init; }
-
-    [JsonPropertyName("description")]
-    public string? Description { get; init; }
-
     [JsonPropertyName("active")]
     public bool Active { get; init; }
 }