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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
1 structure change including:
1 Modification
Modified 1 Breaking
GET /api/v1/report-type
  • Query
  • per_page query parameter Removed
1 structure change including:
1 Addition
Added 1
GET /api/v1/client/{client_uuid}/all-notes
3 structure changes including:
3 Modifications
Modified 3
GET /api/v1/form/{form_uuid}/question/{uuid}
  • Response
  • 200 response Modified
    • linked_primary property Added
POST /api/v1/form/{form_uuid}/question
  • Response
  • 200 response Modified
    • linked_primary property Added
PUT /api/v1/form/{form_uuid}/question/{uuid}
  • Response
  • 200 response Modified
    • linked_primary property Added
7 structure changes including:
7 Modifications
Modified 7
GET /api/v1/report
  • Query
  • filter[created_by] query parameter Added
GET /api/v1/report-template
  • Query
  • filter[created_by] query parameter Added
GET /api/v1/report-template/{reportTemplate_uuid}
  • Response
  • 200 response Modified
    • created_by property Added
GET /api/v1/report/{uuid}
  • Response
  • 200 response Modified
    • created_by property Added
POST /api/v1/report
  • Response
  • 201 response Modified
    • created_by property Added
POST /api/v1/report-template
  • Response
  • 200 response Modified
    • created_by property Added
PUT /api/v1/report-template/{reportTemplate_uuid}
  • Response
  • 200 response Modified
    • created_by property Added