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2 structure changes including:
1 Addition
1 Modification
Modified 1 Breaking
PUT /api/v2/shareholder/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • shares_owned property Modified
        • Type went from integer to number
          Breaking
Added 1
GET /api/v1/circles/{circle_uuid}/charge-splits
1 structure change including:
1 Modification
Modified 1 Breaking
PUT /api/v2/shareholder/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • shares_owned property Modified
        • Type went from number to integer
          Breaking
1 structure change including:
1 Modification
Modified 1 Breaking
GET /api/v2/shareholder/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • percentage property Modified
        • Type went from integer to number
          Breaking
1 structure change including:
1 Modification
Modified 1 Breaking
GET /api/v2/shareholder/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • percentage property Modified
        • Type went from number to integer
          Breaking
19 structure changes including:
19 Modifications
Modified 19 Breaking
GET /api/v1/account/{account_uuid}/documents
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable property Added
GET /api/v1/cases/{case_uuid}/documents
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable property Added
GET /api/v1/circles/{circle_uuid}/documents
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable property Added
GET /api/v1/conversation/{conversation_uuid}/documents
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable property Added
GET /api/v1/file/bin
  • Query
  • include query parameter Added
GET /api/v1/file/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • parent property Removed
        • Removing a resource is always breaking unless it was deprecated before
          Breaking
      • path, folder, documentable_type, documentable, navigator properties Added
GET /api/v1/files/{model}/{modelUuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • parent property Removed
        • Removing a resource is always breaking unless it was deprecated before
          Breaking
      • path, folder, documentable_type, documentable, navigator properties Added
  • Query
  • include query parameter Added
GET /api/v1/firm/{firm_uuid}/documents
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable property Added
GET /api/v1/folder/{folder_uuid}/files
  • Response
  • 200 response Modified
    • application/json content type Modified
      • parent property Removed
        • Removing a resource is always breaking unless it was deprecated before
          Breaking
      • path, folder, documentable_type, documentable, navigator properties Added
  • Query
  • include query parameter Added
GET /api/v1/folder/{folder_uuid}/tree
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable property Added
GET /api/v1/folder/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable property Added
GET /api/v1/illustration/{illustration_uuid}/documents
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable property Added
GET /api/v1/plans/{plan_uuid}/documents
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable property Added
POST /api/v1/file
  • Response
  • 200 response Modified
    • application/json content type Modified
      • parent property Removed
        • Removing a resource is always breaking unless it was deprecated before
          Breaking
      • path, folder, documentable_type, documentable, navigator properties Added
POST /api/v1/file/direct-upload
  • Response
  • 201 response Modified
    • application/json content type Modified
      • parent property Removed
        • Removing a resource is always breaking unless it was deprecated before
          Breaking
      • path, folder, documentable_type, documentable, navigator properties Added
POST /api/v1/folder
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable property Added
PUT /api/v1/file/{file_uuid}/copy
  • Response
  • 200 response Modified
    • application/json content type Modified
      • parent property Removed
        • Removing a resource is always breaking unless it was deprecated before
          Breaking
      • path, folder, documentable_type, documentable, navigator properties Added
PUT /api/v1/file/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • parent property Removed
        • Removing a resource is always breaking unless it was deprecated before
          Breaking
      • path, folder, documentable_type, documentable, navigator properties Added
PUT /api/v1/folder/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable property Added
1 structure change including:
1 Modification
Modified 1 Breaking
POST /api/v2/shareholder
  • Response
  • 201 response Modified
    • application/json content type Modified
      • percentage property Modified
        • Type went from integer to number
          Breaking
3 structure changes including:
3 Modifications
Modified 3 Breaking
POST /api/v1/plans
  • Body
  • application/json content type Modified
    • asset_image_path property Added
POST /api/v2/shareholder
  • Response
  • 201 response Modified
    • application/json content type Modified
      • percentage property Modified
        • Type went from number to integer
          Breaking
PUT /api/v1/plans/{uuid}
  • Body
  • application/json content type Modified
    • asset_image_path property Added
5 structure changes including:
5 Additions
Added 5
DELETE /api/v2/shareholder/{uuid}
GET /api/v2/shareholder
GET /api/v2/shareholder/{uuid}
POST /api/v2/shareholder
PUT /api/v2/shareholder/{uuid}
1 structure change including:
1 Addition
Added 1
GET /api/v1/circles/{circle_uuid}/wealth
1 structure change including:
1 Addition
Added 1
GET /api/v1/circles/{circle_uuid}/linked-clients
16 structure changes including:
2 Additions
14 Modifications
Modified 14
GET /api/v1/account/{account_uuid}/documents
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
GET /api/v1/addons/seccl/{addon}/client/{account_uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • aml_passed property Added
GET /api/v1/cases/{case_uuid}/documents
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
GET /api/v1/circles/{circle_uuid}/documents
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
GET /api/v1/conversation/{conversation_uuid}/documents
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
GET /api/v1/firm/{firm_uuid}/documents
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
GET /api/v1/folder/{folder_uuid}/tree
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
GET /api/v1/folder/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
GET /api/v1/illustration/{illustration_uuid}/documents
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
GET /api/v1/plans/{plan_uuid}/documents
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
GET /api/v2/portal/actions
  • Query
  • per_page query parameter Added
GET /api/v2/risks
  • Query
  • filter[level], filter[level_string], filter[completed_after], filter[completed_before], filter[risk_assessment_provider], filter[time_horizon_set_after], filter[time_horizon_set_before], filter[account_uuids], filter[circle_uuids] query parameters Added
POST /api/v1/folder
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
PUT /api/v1/folder/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • documentable_type, documentable_uuid properties Added
Added 2
GET /api/v1/circles/{circle_uuid}/accounts
GET /api/v1/circles/{circle_uuid}/form-submissions