Change Updates

Do not miss any PlannrCRM API changes, ever again

Subscribe to the PlannrCRM API changelog to be up to date on recent changes.

RSS

22 days ago

main
v1.79.3
Compare
v1.79.3

API structure has changed

4 structure changes including:
4 Modifications
Modified 4 Breaking
POST /api/v1/plans
  • Body
  • application/json content type Modified
    • name, policy_number, proposal_reference, inactive_reason properties Modified
      • Type went from string to string | null
    • provider_uuid, seller_uuid, active_adviser_uuid, wrap_uuid, contract_enquiry_account_uuid properties Modified
      • Type went from string(uuid) to string(uuid) | null
    • opened_at, inactive_at, agency_in_your_name_from, review_date, current_value_at properties Modified
      • Type went from string(date) to string(date) | null
    • agency_in_your_name, originally_sold_by_firm, under_advice, show_on_joint, on_panel, is_group_scheme, is_wrap_product properties Modified
      • Type went from boolean to boolean | null
    • visible_on_client_portal, include_in_client_valuation properties Modified
      • Properties are now required
        Breaking
    • visible_to_circles_uuids property Modified
      • Type went from array[string(uuid)] to array[string(uuid)] | null
    • current_value property Modified
      • Type went from integer to integer | null
    • seller_name property Added
POST /api/v1/plans/{plan_uuid}/group-scheme-members
  • Body
  • application/json content type Modified
    • on_risk_at property Modified
      • Type went from string(date) to string(date) | null
POST /api/v1/plans/{plan_uuid}/sub-group-schemes
  • Body
  • application/json content type Modified
    • policy_number property Modified
      • Type went from string to string | null
    • inactive_at, on_risk_at properties Modified
      • Type went from string(date) to string(date) | null
PUT /api/v1/plans/{uuid}
  • Body
  • application/json content type Modified
    • name, policy_number, proposal_reference, inactive_reason properties Modified
      • Type went from string to string | null
    • accounts property Modified
      • Type went from array to array[object]
      • object property Added
    • provider_uuid, seller_uuid, active_adviser_uuid, wrap_uuid, contract_enquiry_account_uuid properties Modified
      • Type went from string(uuid) to string(uuid) | null
    • opened_at property Modified
      • Type went from string to string(date) | null
    • inactive_at, agency_in_your_name_from, review_date, current_value_at properties Modified
      • Type went from string(date) to string(date) | null
    • agency_in_your_name, originally_sold_by_firm, under_advice, on_panel properties Modified
      • Type went from boolean to boolean | null
    • cases, visible_to_circles_uuids properties Modified
      • Type went from array to array[string(uuid)] | null
    • linked_owners, linked_plans properties Modified
      • Type went from array to array[string(uuid)]
    • current_value property Modified
      • Type went from integer to integer | null
    • group_scheme_member_detail property Modified
      • Type went from array to object
        Breaking
      • workplace_location, employment_division properties Added
    • beneficiaries property Modified
      • Type went from array to array[object]
      • object property Added
    • seller_name property Added