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

Changelog

Last update:
Compare
v1.37.0
2 structure changes including:
2 Additions
Added 2
GET /api/v2/direct-debit-mandates
GET /api/v2/direct-debit-mandates/{uuid}
v1.36.0
1 structure change including:
1 Modification
Modified 1
POST /api/v1/account
  • Body
  • application/json content type Modified
    • Create Client Account alternative Modified
      • owners, shareholders, shareholders.*.full_name, shareholders.*.role, shareholders.*.appointed_at, shareholders.*.address, shareholders.*.percentage, shareholders.*.shares_owned, shareholders.*.voting_rights, incomes, incomes.*.name, incomes.*.type, incomes.*.amount, incomes.*.amount_type, incomes.*.start_date, incomes.*.end_date, incomes.*.frequency, incomes.*.is_taxable, business_details, business_details.status, business_details.status_comments, business_details.type, business_details.type_comments, business_details.incorporated_on, business_details.business_registered_address, business_details.business_registered_address.name, business_details.business_registered_address.address_1, business_details.business_registered_address.address_2, business_details.business_registered_address.address_3, business_details.business_registered_address.address_4, business_details.business_registered_address.town_city, business_details.business_registered_address.county, business_details.business_registered_address.postcode, business_details.business_registered_address.country, business_details.nature, business_details.uk_sic_code, business_details.companies_house_number, business_details.year_end_day, business_details.year_end_month, business_details.firm_website, business_details.employee_count, business_details.self_employed_staff_count, business_details.business_value, business_details.is_registered_vat, business_details.vat_number, business_details.accountant_company, business_details.accountant_name, business_details.business_accountant_address, business_details.business_accountant_address.name, business_details.business_accountant_address.address_1, business_details.business_accountant_address.address_2, business_details.business_accountant_address.address_3, business_details.business_accountant_address.address_4, business_details.business_accountant_address.town_city, business_details.business_accountant_address.county, business_details.business_accountant_address.postcode, business_details.business_accountant_address.country, business_details.legal_adviser_name, business_details.business_legal_adviser_address, business_details.business_legal_adviser_address.name, business_details.business_legal_adviser_address.address_1, business_details.business_legal_adviser_address.address_2, business_details.business_legal_adviser_address.address_3, business_details.business_legal_adviser_address.address_4, business_details.business_legal_adviser_address.town_city, business_details.business_legal_adviser_address.county, business_details.business_legal_adviser_address.postcode, business_details.business_legal_adviser_address.country, business_details.auditor_name, business_details.business_auditor_address, business_details.business_auditor_address.name, business_details.business_auditor_address.address_1, business_details.business_auditor_address.address_2, business_details.business_auditor_address.address_3, business_details.business_auditor_address.address_4, business_details.business_auditor_address.town_city, business_details.business_auditor_address.county, business_details.business_auditor_address.postcode, business_details.business_auditor_address.country, business_details.data_protection_officer, business_details.primary_contacts, business_details.primary_contacts.*.uuid, business_details.primary_contacts.*.name, business_details.primary_contacts.*.email, business_details.primary_contacts.*.address, business_details.primary_contacts.*.address.name, business_details.primary_contacts.*.address.address_1, business_details.primary_contacts.*.address.address_2, business_details.primary_contacts.*.address.address_3, business_details.primary_contacts.*.address.address_4, business_details.primary_contacts.*.address.town_city, business_details.primary_contacts.*.address.county, business_details.primary_contacts.*.address.postcode, business_details.primary_contacts.*.address.country properties Added
v1.33.0
1 structure change including:
1 Modification
Modified 1 Breaking
GET /api/v2/plans/{plan_uuid}/returns
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • time_weighted_return, money_weighted_return properties Modified
          • Type went from number to object
            Breaking
        • plan_started_at, time_weighted_return.value, time_weighted_return.status, money_weighted_return.value, money_weighted_return.status properties Added
  • Query
  • includePlan query parameter Added
v1.32.0
1 structure change including:
1 Modification
Modified 1 Breaking
GET /api/v1/platform/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • platform_terms_url, product_terms properties Removed
          • Removing a resource is always breaking unless it was deprecated before
            Breaking
        • config, friendly_name properties Added
v1.30.3
1 structure change including:
1 Addition
Added 1
POST /api/v1/illustration/{illustration_uuid}/generate
v1.30.0
78 structure changes including:
78 Modifications
Modified 78
DELETE /api/v1/employee/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
GET /api/v1/account
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • firm property Modified
GET /api/v1/account/{account_uuid}/check
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • firm property Modified
GET /api/v1/account/{account_uuid}/check/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
GET /api/v1/account/{account_uuid}/login
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • firm property Modified
GET /api/v1/account/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
GET /api/v1/bank-transaction
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • firm property Modified
GET /api/v1/bank-transaction/{bankTransaction_uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
GET /api/v1/charge
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • firm property Modified
GET /api/v1/circles/{circle_uuid}/expectations
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • firm property Modified
GET /api/v1/client
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
GET /api/v1/client/{client_uuid}/emails
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • firm property Modified
GET /api/v1/client/{client_uuid}/expectations
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • firm property Modified
GET /api/v1/client/{client_uuid}/new-business-events
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • firm property Modified
GET /api/v1/client/{client_uuid}/owners
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • firm property Modified
GET /api/v1/client/{client}/shared-accounts
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • firm property Modified
GET /api/v1/client/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
GET /api/v1/custom-field
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
GET /api/v1/custom-field/{customField_uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
GET /api/v1/employee
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
GET /api/v1/employee/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
GET /api/v1/expectation
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • firm property Modified
GET /api/v1/expectation/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
GET /api/v1/file/bin
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • firm property Modified
GET /api/v1/file/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
GET /api/v1/files/{model}/{modelUuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
GET /api/v1/firm/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • brand_colours property Modified
        • portal_sidebar_user_select_background, portal_sidebar_user_select_hover, portal_sidebar_user_select_text, portal_sidebar_user_select_text_hover, portal_sidebar_user_select_border, portal_sidebar_user_select_border_hover properties Added
GET /api/v1/folder/{folder_uuid}/files
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
GET /api/v1/group/{group_uuid}/participants
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • firm property Modified
GET /api/v1/introducer
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • firm property Modified
GET /api/v1/introducer/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
GET /api/v1/logins
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • firm property Modified
GET /api/v1/mailboxes/message/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
GET /api/v1/new-business-event
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • firm property Modified
GET /api/v1/new-business-event/{newBusinessEvent_uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
GET /api/v1/plans/{plan_uuid}/expectations
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • firm property Modified
GET /api/v1/plans/{plan_uuid}/new-business-events
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • firm property Modified
GET /api/v1/statement-transaction
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
GET /api/v1/statement-transaction/{statementTransaction_uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
GET /api/v2/shareholder
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • firm property Modified
GET /api/v2/shareholder/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
POST /api/v1/account
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
POST /api/v1/account/{account_uuid}/check
  • Response
  • 201 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
POST /api/v1/account/{account_uuid}/login
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
POST /api/v1/account/{account_uuid}/login/{login_uuid}/expire
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
POST /api/v1/account/{account_uuid}/login/{login_uuid}/make-primary
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
POST /api/v1/bank-statement/upload
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
POST /api/v1/bank-transaction
  • Response
  • 201 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
POST /api/v1/client
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
POST /api/v1/custom-field
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
POST /api/v1/employee
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
POST /api/v1/expectation/reconcile
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
POST /api/v1/file
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
POST /api/v1/file/direct-upload
  • Response
  • 201 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
POST /api/v1/firm/{firm_uuid}/branding
  • Response
  • 200 response Modified
    • application/json content type Modified
      • brand_colours property Modified
        • portal_sidebar_user_select_background, portal_sidebar_user_select_hover, portal_sidebar_user_select_text, portal_sidebar_user_select_text_hover, portal_sidebar_user_select_border, portal_sidebar_user_select_border_hover properties Added
POST /api/v1/firm/{firm_uuid}/settings
  • Response
  • 200 response Modified
    • application/json content type Modified
      • brand_colours property Modified
        • portal_sidebar_user_select_background, portal_sidebar_user_select_hover, portal_sidebar_user_select_text, portal_sidebar_user_select_text_hover, portal_sidebar_user_select_border, portal_sidebar_user_select_border_hover properties Added
POST /api/v1/introducer
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
POST /api/v1/new-business-event
  • Response
  • 201 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
POST /api/v1/provider-statement/upload
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
POST /api/v1/statement-transaction
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
POST /api/v1/statement-transaction/{statementTransaction_uuid}/unreconcile-expectation
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
POST /api/v2/shareholder
  • Response
  • 201 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
PUT /api/v1/account/{account_uuid}/check/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
PUT /api/v1/account/{account_uuid}/login/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
PUT /api/v1/account/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
PUT /api/v1/bank-transaction/{bankTransaction_uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
PUT /api/v1/client/{client_uuid}/owners/personal-details/{owner_uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
PUT /api/v1/client/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
PUT /api/v1/custom-field/{customField_uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
PUT /api/v1/employee/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
PUT /api/v1/expectation/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
PUT /api/v1/file/{file_uuid}/copy
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
PUT /api/v1/file/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
PUT /api/v1/firm/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • brand_colours property Modified
        • portal_sidebar_user_select_background, portal_sidebar_user_select_hover, portal_sidebar_user_select_text, portal_sidebar_user_select_text_hover, portal_sidebar_user_select_border, portal_sidebar_user_select_border_hover properties Added
PUT /api/v1/introducer/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
PUT /api/v1/new-business-event/{newBusinessEvent_uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
PUT /api/v1/statement-transaction/{statementTransaction_uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified
PUT /api/v2/shareholder/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • firm property Modified
        • brand_colours property Modified