From a1c98cf2de62f4bdbe49722d4760588557097822 Mon Sep 17 00:00:00 2001
From: "stainless-app[bot]"
 <142633134+stainless-app[bot]@users.noreply.github.com>
Date: Tue, 8 Apr 2025 13:23:09 +0000
Subject: [PATCH 1/2] feat(api): introduce TransactionSeries and update
 ShippingMethod fields (#732)

  - Add new `transaction_series` schema and fields for Transaction events
  - Add `expected_release_date` property to Payments
  - Deprecate various business entity fields and improve documentation
  - Add new `LOSS_WRITE_OFF` transaction type
---
 .stats.yml                                    |  4 +-
 src/lithic/resources/account_holders.py       | 52 +++++++------------
 src/lithic/types/account_holder.py            | 15 +++---
 .../types/account_holder_create_params.py     |  6 +--
 ...der_simulate_enrollment_review_response.py | 16 +++---
 .../types/account_holder_update_params.py     | 24 +++------
 .../types/account_holder_update_response.py   | 16 +++---
 .../statements/statement_line_items.py        |  1 +
 src/lithic/types/financial_transaction.py     |  1 +
 src/lithic/types/kyb_param.py                 |  6 +--
 .../types/management_operation_transaction.py | 12 ++++-
 src/lithic/types/payment.py                   |  5 +-
 12 files changed, 75 insertions(+), 83 deletions(-)

diff --git a/.stats.yml b/.stats.yml
index 1d9cb822..c5254b76 100644
--- a/.stats.yml
+++ b/.stats.yml
@@ -1,4 +1,4 @@
 configured_endpoints: 156
-openapi_spec_url: https://storage.googleapis.com/stainless-sdk-openapi-specs/lithic%2Flithic-179992b114ffada2cdd2d9d56a8a25e0683bec2297606d32d0f0006b9eb9f21d.yml
-openapi_spec_hash: a111418d378ea248892306c81b00f8c8
+openapi_spec_url: https://storage.googleapis.com/stainless-sdk-openapi-specs/lithic%2Flithic-18973e063e9e9233433290bb4d641df8e17e1f21f5b1ec57e00182f0a48dbdec.yml
+openapi_spec_hash: ab503dc3772f962b603ade7b91b8534c
 config_hash: 6729d695e399d14fff4891b6b82ec86c
diff --git a/src/lithic/resources/account_holders.py b/src/lithic/resources/account_holders.py
index bee201ca..c4379897 100644
--- a/src/lithic/resources/account_holders.py
+++ b/src/lithic/resources/account_holders.py
@@ -94,8 +94,8 @@ def create(
         accounts that are part of the program that the calling API key manages.
 
         Args:
-          beneficial_owner_individuals: List of all direct and indirect individuals with >25% ownership in the company.
-              If no individual owns >25% of the company, please identify the largest
+          beneficial_owner_individuals: List of all direct and indirect individuals with 25% or more ownership in the
+              company. If no individual owns 25% of the company, please identify the largest
               shareholder in this field. See
               [FinCEN requirements](https://www.fincen.gov/sites/default/files/shared/CDD_Rev6.7_Sept_2017_Certificate.pdf)
               (Section I) for more background on individuals that should be included.
@@ -404,21 +404,13 @@ def update(
         accounts that are part of the program that the calling API key manages.
 
         Args:
-          beneficial_owner_entities: List of all entities with >25% ownership in the company. If no entity or
-              individual owns >25% of the company, and the largest shareholder is an entity,
-              please identify them in this field. See
-              [FinCEN requirements](https://www.fincen.gov/sites/default/files/shared/CDD_Rev6.7_Sept_2017_Certificate.pdf)(Section
-              I) for more background. If no business owner is an entity, pass in an empty
-              list. However, either this parameter or `beneficial_owner_individuals` must be
-              populated. on entities that should be included.
-
-          beneficial_owner_individuals: List of all individuals with >25% ownership in the company. If no entity or
-              individual owns >25% of the company, and the largest shareholder is an
-              individual, please identify them in this field. See
-              [FinCEN requirements](https://www.fincen.gov/sites/default/files/shared/CDD_Rev6.7_Sept_2017_Certificate.pdf)(Section
-              I) for more background on individuals that should be included. If no individual
-              is an entity, pass in an empty list. However, either this parameter or
-              `beneficial_owner_entities` must be populated.
+          beneficial_owner_entities: Deprecated.
+
+          beneficial_owner_individuals: List of all direct and indirect individuals with 25% or more ownership in the
+              company. If no individual owns 25% of the company, please identify the largest
+              shareholder in this field. See
+              [FinCEN requirements](https://www.fincen.gov/sites/default/files/shared/CDD_Rev6.7_Sept_2017_Certificate.pdf)
+              (Section I) for more background on individuals that should be included.
 
           business_entity: Information for business for which the account is being opened and KYB is being
               run.
@@ -1083,8 +1075,8 @@ async def create(
         accounts that are part of the program that the calling API key manages.
 
         Args:
-          beneficial_owner_individuals: List of all direct and indirect individuals with >25% ownership in the company.
-              If no individual owns >25% of the company, please identify the largest
+          beneficial_owner_individuals: List of all direct and indirect individuals with 25% or more ownership in the
+              company. If no individual owns 25% of the company, please identify the largest
               shareholder in this field. See
               [FinCEN requirements](https://www.fincen.gov/sites/default/files/shared/CDD_Rev6.7_Sept_2017_Certificate.pdf)
               (Section I) for more background on individuals that should be included.
@@ -1393,21 +1385,13 @@ async def update(
         accounts that are part of the program that the calling API key manages.
 
         Args:
-          beneficial_owner_entities: List of all entities with >25% ownership in the company. If no entity or
-              individual owns >25% of the company, and the largest shareholder is an entity,
-              please identify them in this field. See
-              [FinCEN requirements](https://www.fincen.gov/sites/default/files/shared/CDD_Rev6.7_Sept_2017_Certificate.pdf)(Section
-              I) for more background. If no business owner is an entity, pass in an empty
-              list. However, either this parameter or `beneficial_owner_individuals` must be
-              populated. on entities that should be included.
-
-          beneficial_owner_individuals: List of all individuals with >25% ownership in the company. If no entity or
-              individual owns >25% of the company, and the largest shareholder is an
-              individual, please identify them in this field. See
-              [FinCEN requirements](https://www.fincen.gov/sites/default/files/shared/CDD_Rev6.7_Sept_2017_Certificate.pdf)(Section
-              I) for more background on individuals that should be included. If no individual
-              is an entity, pass in an empty list. However, either this parameter or
-              `beneficial_owner_entities` must be populated.
+          beneficial_owner_entities: Deprecated.
+
+          beneficial_owner_individuals: List of all direct and indirect individuals with 25% or more ownership in the
+              company. If no individual owns 25% of the company, please identify the largest
+              shareholder in this field. See
+              [FinCEN requirements](https://www.fincen.gov/sites/default/files/shared/CDD_Rev6.7_Sept_2017_Certificate.pdf)
+              (Section I) for more background on individuals that should be included.
 
           business_entity: Information for business for which the account is being opened and KYB is being
               run.
diff --git a/src/lithic/types/account_holder.py b/src/lithic/types/account_holder.py
index 627df7fc..9c30be34 100644
--- a/src/lithic/types/account_holder.py
+++ b/src/lithic/types/account_holder.py
@@ -206,12 +206,15 @@ class AccountHolder(BaseModel):
     """Globally unique identifier for the account."""
 
     beneficial_owner_entities: Optional[List[BeneficialOwnerEntity]] = None
-    """Deprecated. Only present when user_type == "BUSINESS"."""
+    """Deprecated."""
 
     beneficial_owner_individuals: Optional[List[BeneficialOwnerIndividual]] = None
-    """Only present when user_type == "BUSINESS".
-
-    List of all individuals with >25% ownership in the company.
+    """
+    Only present when user_type == "BUSINESS". List of all direct and indirect
+    individuals with 25% or more ownership in the company. If no individual owns 25%
+    of the company, please identify the largest shareholder in this field. See
+    [FinCEN requirements](https://www.fincen.gov/sites/default/files/shared/CDD_Rev6.7_Sept_2017_Certificate.pdf)
+    (Section I) for more background on individuals that should be included.
     """
 
     business_account_token: Optional[str] = None
@@ -319,8 +322,8 @@ class AccountHolder(BaseModel):
 
     If the type is "INDIVIDUAL", the "individual" attribute will be present. If the
     type is "BUSINESS" then the "business_entity", "control_person",
-    "beneficial_owner_individuals", "beneficial_owner_entities",
-    "nature_of_business", and "website_url" attributes will be present.
+    "beneficial_owner_individuals", "nature_of_business", and "website_url"
+    attributes will be present.
     """
 
     verification_application: Optional[VerificationApplication] = None
diff --git a/src/lithic/types/account_holder_create_params.py b/src/lithic/types/account_holder_create_params.py
index 4a328871..eb5939dc 100644
--- a/src/lithic/types/account_holder_create_params.py
+++ b/src/lithic/types/account_holder_create_params.py
@@ -22,9 +22,9 @@
 
 class KYB(TypedDict, total=False):
     beneficial_owner_individuals: Required[Iterable[KYBBeneficialOwnerIndividual]]
-    """List of all direct and indirect individuals with >25% ownership in the company.
-
-    If no individual owns >25% of the company, please identify the largest
+    """
+    List of all direct and indirect individuals with 25% or more ownership in the
+    company. If no individual owns 25% of the company, please identify the largest
     shareholder in this field. See
     [FinCEN requirements](https://www.fincen.gov/sites/default/files/shared/CDD_Rev6.7_Sept_2017_Certificate.pdf)
     (Section I) for more background on individuals that should be included.
diff --git a/src/lithic/types/account_holder_simulate_enrollment_review_response.py b/src/lithic/types/account_holder_simulate_enrollment_review_response.py
index ae15bc3d..7a95e2a2 100644
--- a/src/lithic/types/account_holder_simulate_enrollment_review_response.py
+++ b/src/lithic/types/account_holder_simulate_enrollment_review_response.py
@@ -250,15 +250,16 @@ class AccountHolderSimulateEnrollmentReviewResponse(BaseModel):
     """Globally unique identifier for the account."""
 
     beneficial_owner_entities: Optional[List[KYBBusinessEntity]] = None
-    """Only present when user_type == "BUSINESS".
-
-    List of all entities with >25% ownership in the company.
-    """
+    """Deprecated."""
 
     beneficial_owner_individuals: Optional[List[BeneficialOwnerIndividual]] = None
     """Only present when user_type == "BUSINESS".
 
-    List of all individuals with >25% ownership in the company.
+    List of all direct and indirect individuals with 25% or more ownership in the
+    company. If no individual owns 25% of the company, please identify the largest
+    shareholder in this field. See
+    [FinCEN requirements](https://www.fincen.gov/sites/default/files/shared/CDD_Rev6.7_Sept_2017_Certificate.pdf)
+    (Section I) for more background on individuals that should be included.
     """
 
     business_account_token: Optional[str] = None
@@ -389,9 +390,8 @@ class AccountHolderSimulateEnrollmentReviewResponse(BaseModel):
     If the type is "INDIVIDUAL", the "individual" attribute will be present.
 
     If the type is "BUSINESS" then the "business_entity", "control_person",
-    "beneficial_owner_individuals", "beneficial_owner_entities",
-
-    "nature_of_business", and "website_url" attributes will be present.
+    "beneficial_owner_individuals", "nature_of_business", and "website_url"
+    attributes will be present.
     """
 
     verification_application: Optional[VerificationApplication] = None
diff --git a/src/lithic/types/account_holder_update_params.py b/src/lithic/types/account_holder_update_params.py
index 62453efd..51e97a84 100644
--- a/src/lithic/types/account_holder_update_params.py
+++ b/src/lithic/types/account_holder_update_params.py
@@ -22,25 +22,15 @@
 
 class KYBPatchRequest(TypedDict, total=False):
     beneficial_owner_entities: Iterable[KYBPatchRequestBeneficialOwnerEntity]
-    """List of all entities with >25% ownership in the company.
-
-    If no entity or individual owns >25% of the company, and the largest shareholder
-    is an entity, please identify them in this field. See
-    [FinCEN requirements](https://www.fincen.gov/sites/default/files/shared/CDD_Rev6.7_Sept_2017_Certificate.pdf)(Section
-    I) for more background. If no business owner is an entity, pass in an empty
-    list. However, either this parameter or `beneficial_owner_individuals` must be
-    populated. on entities that should be included.
-    """
+    """Deprecated."""
 
     beneficial_owner_individuals: Iterable[KYBPatchRequestBeneficialOwnerIndividual]
-    """List of all individuals with >25% ownership in the company.
-
-    If no entity or individual owns >25% of the company, and the largest shareholder
-    is an individual, please identify them in this field. See
-    [FinCEN requirements](https://www.fincen.gov/sites/default/files/shared/CDD_Rev6.7_Sept_2017_Certificate.pdf)(Section
-    I) for more background on individuals that should be included. If no individual
-    is an entity, pass in an empty list. However, either this parameter or
-    `beneficial_owner_entities` must be populated.
+    """
+    List of all direct and indirect individuals with 25% or more ownership in the
+    company. If no individual owns 25% of the company, please identify the largest
+    shareholder in this field. See
+    [FinCEN requirements](https://www.fincen.gov/sites/default/files/shared/CDD_Rev6.7_Sept_2017_Certificate.pdf)
+    (Section I) for more background on individuals that should be included.
     """
 
     business_entity: KYBPatchRequestBusinessEntity
diff --git a/src/lithic/types/account_holder_update_response.py b/src/lithic/types/account_holder_update_response.py
index 2c0bddfb..d6e436fb 100644
--- a/src/lithic/types/account_holder_update_response.py
+++ b/src/lithic/types/account_holder_update_response.py
@@ -253,15 +253,16 @@ class KYBKYCPatchResponse(BaseModel):
     """Globally unique identifier for the account."""
 
     beneficial_owner_entities: Optional[List[KYBBusinessEntity]] = None
-    """Only present when user_type == "BUSINESS".
-
-    List of all entities with >25% ownership in the company.
-    """
+    """Deprecated."""
 
     beneficial_owner_individuals: Optional[List[KybkycPatchResponseBeneficialOwnerIndividual]] = None
     """Only present when user_type == "BUSINESS".
 
-    List of all individuals with >25% ownership in the company.
+    List of all direct and indirect individuals with 25% or more ownership in the
+    company. If no individual owns 25% of the company, please identify the largest
+    shareholder in this field. See
+    [FinCEN requirements](https://www.fincen.gov/sites/default/files/shared/CDD_Rev6.7_Sept_2017_Certificate.pdf)
+    (Section I) for more background on individuals that should be included.
     """
 
     business_account_token: Optional[str] = None
@@ -392,9 +393,8 @@ class KYBKYCPatchResponse(BaseModel):
     If the type is "INDIVIDUAL", the "individual" attribute will be present.
 
     If the type is "BUSINESS" then the "business_entity", "control_person",
-    "beneficial_owner_individuals", "beneficial_owner_entities",
-
-    "nature_of_business", and "website_url" attributes will be present.
+    "beneficial_owner_individuals", "nature_of_business", and "website_url"
+    attributes will be present.
     """
 
     verification_application: Optional[KYBKYCPatchResponseVerificationApplication] = None
diff --git a/src/lithic/types/financial_accounts/statements/statement_line_items.py b/src/lithic/types/financial_accounts/statements/statement_line_items.py
index ae7da003..1269fb72 100644
--- a/src/lithic/types/financial_accounts/statements/statement_line_items.py
+++ b/src/lithic/types/financial_accounts/statements/statement_line_items.py
@@ -99,6 +99,7 @@ class Data(BaseModel):
         "INTERNAL_ADJUSTMENT",
         "LATE_PAYMENT",
         "LATE_PAYMENT_REVERSAL",
+        "LOSS_WRITE_OFF",
         "PROVISIONAL_CREDIT",
         "PROVISIONAL_CREDIT_REVERSAL",
         "RETURN",
diff --git a/src/lithic/types/financial_transaction.py b/src/lithic/types/financial_transaction.py
index 4aad3c42..0f4a21ee 100644
--- a/src/lithic/types/financial_transaction.py
+++ b/src/lithic/types/financial_transaction.py
@@ -86,6 +86,7 @@ class Event(BaseModel):
             "INTERNAL_ADJUSTMENT",
             "LATE_PAYMENT",
             "LATE_PAYMENT_REVERSAL",
+            "LOSS_WRITE_OFF",
             "PROVISIONAL_CREDIT",
             "PROVISIONAL_CREDIT_REVERSAL",
             "RETURN",
diff --git a/src/lithic/types/kyb_param.py b/src/lithic/types/kyb_param.py
index 864902a9..46944344 100644
--- a/src/lithic/types/kyb_param.py
+++ b/src/lithic/types/kyb_param.py
@@ -146,9 +146,9 @@ class BeneficialOwnerEntity(TypedDict, total=False):
 
 class KYBParam(TypedDict, total=False):
     beneficial_owner_individuals: Required[Iterable[BeneficialOwnerIndividual]]
-    """List of all direct and indirect individuals with >25% ownership in the company.
-
-    If no individual owns >25% of the company, please identify the largest
+    """
+    List of all direct and indirect individuals with 25% or more ownership in the
+    company. If no individual owns 25% of the company, please identify the largest
     shareholder in this field. See
     [FinCEN requirements](https://www.fincen.gov/sites/default/files/shared/CDD_Rev6.7_Sept_2017_Certificate.pdf)
     (Section I) for more background on individuals that should be included.
diff --git a/src/lithic/types/management_operation_transaction.py b/src/lithic/types/management_operation_transaction.py
index df533665..e115eb40 100644
--- a/src/lithic/types/management_operation_transaction.py
+++ b/src/lithic/types/management_operation_transaction.py
@@ -6,7 +6,7 @@
 
 from .._models import BaseModel
 
-__all__ = ["ManagementOperationTransaction", "Event"]
+__all__ = ["ManagementOperationTransaction", "Event", "TransactionSeries"]
 
 
 class Event(BaseModel):
@@ -45,6 +45,14 @@ class Event(BaseModel):
     subtype: Optional[str] = None
 
 
+class TransactionSeries(BaseModel):
+    related_transaction_event_token: Optional[str] = None
+
+    related_transaction_token: Optional[str] = None
+
+    type: str
+
+
 class ManagementOperationTransaction(BaseModel):
     token: str
 
@@ -68,6 +76,8 @@ class ManagementOperationTransaction(BaseModel):
 
     status: Literal["PENDING", "SETTLED", "DECLINED", "REVERSED", "CANCELED"]
 
+    transaction_series: Optional[TransactionSeries] = None
+
     updated: datetime
 
     user_defined_id: Optional[str] = None
diff --git a/src/lithic/types/payment.py b/src/lithic/types/payment.py
index ebbf6893..7d58e7af 100644
--- a/src/lithic/types/payment.py
+++ b/src/lithic/types/payment.py
@@ -1,7 +1,7 @@
 # File generated from our OpenAPI spec by Stainless. See CONTRIBUTING.md for details.
 
 from typing import List, Optional
-from datetime import datetime
+from datetime import date, datetime
 from typing_extensions import Literal
 
 from .._models import BaseModel
@@ -158,3 +158,6 @@ class Payment(BaseModel):
     """Date and time when the financial transaction was last updated. UTC time zone."""
 
     user_defined_id: Optional[str] = None
+
+    expected_release_date: Optional[date] = None
+    """Date when the financial transaction expected to be released after settlement"""

From e39be76ab63e400c1ad669f701c4a490fd0dd88c Mon Sep 17 00:00:00 2001
From: "stainless-app[bot]"
 <142633134+stainless-app[bot]@users.noreply.github.com>
Date: Tue, 8 Apr 2025 13:23:36 +0000
Subject: [PATCH 2/2] release: 0.89.0

---
 .release-please-manifest.json | 2 +-
 CHANGELOG.md                  | 8 ++++++++
 pyproject.toml                | 2 +-
 src/lithic/_version.py        | 2 +-
 4 files changed, 11 insertions(+), 3 deletions(-)

diff --git a/.release-please-manifest.json b/.release-please-manifest.json
index d80a91e2..6af24e3d 100644
--- a/.release-please-manifest.json
+++ b/.release-please-manifest.json
@@ -1,3 +1,3 @@
 {
-  ".": "0.88.0"
+  ".": "0.89.0"
 }
\ No newline at end of file
diff --git a/CHANGELOG.md b/CHANGELOG.md
index cd1c020c..95273778 100644
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -1,5 +1,13 @@
 # Changelog
 
+## 0.89.0 (2025-04-08)
+
+Full Changelog: [v0.88.0...v0.89.0](https://github.com/lithic-com/lithic-python/compare/v0.88.0...v0.89.0)
+
+### Features
+
+* **api:** introduce TransactionSeries and update ShippingMethod fields ([#732](https://github.com/lithic-com/lithic-python/issues/732)) ([a1c98cf](https://github.com/lithic-com/lithic-python/commit/a1c98cf2de62f4bdbe49722d4760588557097822))
+
 ## 0.88.0 (2025-04-07)
 
 Full Changelog: [v0.87.1...v0.88.0](https://github.com/lithic-com/lithic-python/compare/v0.87.1...v0.88.0)
diff --git a/pyproject.toml b/pyproject.toml
index 88de6f19..9fb31ec0 100644
--- a/pyproject.toml
+++ b/pyproject.toml
@@ -1,6 +1,6 @@
 [project]
 name = "lithic"
-version = "0.88.0"
+version = "0.89.0"
 description = "The official Python library for the lithic API"
 dynamic = ["readme"]
 license = "Apache-2.0"
diff --git a/src/lithic/_version.py b/src/lithic/_version.py
index 2cf6d98e..1307f0dd 100644
--- a/src/lithic/_version.py
+++ b/src/lithic/_version.py
@@ -1,4 +1,4 @@
 # File generated from our OpenAPI spec by Stainless. See CONTRIBUTING.md for details.
 
 __title__ = "lithic"
-__version__ = "0.88.0"  # x-release-please-version
+__version__ = "0.89.0"  # x-release-please-version