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Oct 26, 2023

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1.0.0
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API structure has changed

25 structure changes including:
6 Breaking changes
11 Additions
8 Modifications
6 Removals
Modified 8
PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings/{uuid}
  • Body
  • content type Modified
    • portfolio_uuid property Added
PUT /api/v1/plans/{plan_uuid}/sub-accounts/{id}
  • Body
  • content type Modified
    • active_portfolio_uuid property Added
  • Response
  • 200 response Modified
    • active_portfolio property Added
POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/sync-holdings
  • Body
  • content type Modified
    • portfolio_name, is_proposed_portfolio properties Added
POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings
  • Body
  • content type Modified
    • portfolio_uuid property Added
POST /api/v1/plans/{plan_uuid}/sub-accounts
  • Response
  • 200 response Added
DELETE /api/v1/plans/{plan_uuid}/sub-accounts/{id}
  • Response
  • 200 response Modified
    • active_portfolio property Added
GET /api/v1/plans/{plan_uuid}/holdings/{subAccount}
  • Query
  • include, filter[portfolio_uuid] query parameters Added
GET /api/v1/plans/{plan_uuid}/sub-accounts/{id}
  • Response
  • 200 response Modified
    • active_portfolio property Added
Removed 6 Breaking
PUT /api/v1/client-status/{clientStatus_uuid}
  • Removing a resource is always breaking unless it was deprecated before
    Breaking
POST /api/v1/client-status/{clientStatus}/transfer-clients
  • Removing a resource is always breaking unless it was deprecated before
    Breaking
POST /api/v1/client-status
  • Removing a resource is always breaking unless it was deprecated before
    Breaking
GET /api/v1/client-status/{clientStatus_uuid}
  • Removing a resource is always breaking unless it was deprecated before
    Breaking
GET /api/v1/client-status
  • Removing a resource is always breaking unless it was deprecated before
    Breaking
DELETE /api/v1/client-status/{clientStatus_uuid}
  • Removing a resource is always breaking unless it was deprecated before
    Breaking
Added 11
PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/portfolios/{uuid}
PUT /api/v1/client-status/{clientStatus_uuid}
POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/portfolios
POST /api/v1/client-status/{clientStatus}/transfer-clients
POST /api/v1/client-status
GET /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/portfolios/{uuid}
GET /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/portfolios
GET /api/v1/client-status/{clientStatus_uuid}
GET /api/v1/client-status
DELETE /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/portfolios/{uuid}
DELETE /api/v1/client-status/{clientStatus_uuid}