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Jul 19, 2023

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1.0.0
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API structure has changed

16 structure changes including:
15 Additions
1 Modification
Modified 1 Breaking
GET /api/v1/client/{client_uuid}/wealth
  • Response
  • 200 response Modified
    • networth, total_assets, total_liabilities, total_protection properties Removed
    • total, abstract_types, plan_types properties Added
Added 15
GET /api/v1/metrics/aum
GET /api/v1/metrics/cases
GET /api/v1/metrics/cases/completed
GET /api/v1/metrics/clients
GET /api/v1/metrics/conversations
GET /api/v1/metrics/documents/generated
GET /api/v1/metrics/fact-finds/sent
GET /api/v1/metrics/files/uploaded
GET /api/v1/metrics/introducers
GET /api/v1/metrics/messages/sent
GET /api/v1/metrics/plans
GET /api/v1/metrics/signatures
GET /api/v1/metrics/tasks
GET /api/v1/metrics/tasks/completed
GET /api/v1/metrics/time-logged