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Changelog

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1 structure change including:
1 Modification
Modified 1
GET /api/v1/client
  • Query
  • filter[linked_to] query parameter Added
4 structure changes including:
4 Modifications
Modified 4
GET /api/v1/firm/{uuid}
  • Response
  • 200 response Modified
    • ip_whitelist property Added
POST /api/v1/firm/{firm_uuid}/branding
  • Response
  • 200 response Modified
    • ip_whitelist property Added
POST /api/v1/firm/{firm_uuid}/settings
  • Response
  • 200 response Modified
    • ip_whitelist property Added
PUT /api/v1/firm/{uuid}
  • Body
  • content type Modified
    • ip_whitelist property Added
  • Response
  • 200 response Modified
    • ip_whitelist property Added
1 structure change including:
1 Addition
Added 1
GET /api/v1/static/reports
9 structure changes including:
9 Modifications
Modified 9 Breaking
GET /api/v1/account/{account_uuid}/documents
  • Response
  • 200 response Modified
    • clients_read, clients_write properties Added
GET /api/v1/cases/{case_uuid}/documents
  • Response
  • 200 response Modified
    • clients_read, clients_write properties Added
GET /api/v1/conversation/{conversation_uuid}/documents
  • Response
  • 200 response Modified
    • clients_read, clients_write properties Added
GET /api/v1/firm/{firm_uuid}/documents
  • Response
  • 200 response Modified
    • clients_read, clients_write properties Added
GET /api/v1/folder/{folder_uuid}/tree
  • Response
  • 200 response Modified
    • clients_read, clients_write properties Added
GET /api/v1/folder/{uuid}
  • Response
  • 200 response Modified
    • clients_read, clients_write properties Added
POST /api/v1/folder
  • Response
  • 200 response Modified
    • clients_read, clients_write properties Added
POST /api/v1/folder/{folder_uuid}/permissions
  • Body
  • content type Modified
    • employees_read, employees_write properties Removed
PUT /api/v1/folder/{uuid}
  • Response
  • 200 response Modified
    • clients_read, clients_write properties Added
1 structure change including:
1 Modification
Modified 1 Breaking
POST /api/v1/file
  • Body
  • content type Modified
    • files property Modified
15 structure changes including:
6 Breaking changes
6 Additions
3 Modifications
6 Removals
Modified 3
GET /api/v1/client
  • Query
  • filter[exclude_groups] query parameter Added
GET /api/v1/employee
  • Query
  • filter[exclude_groups], filter[include] query parameters Added
GET /api/v1/introducer
  • Query
  • filter[exclude_groups] query parameter Added
Removed 6 Breaking
DELETE /api/v1/bank-statement/{bankStatement_uuid}
GET /api/v1/bank-statement
GET /api/v1/bank-statement/{bankStatement_uuid}
POST /api/v1/bank-statement
POST /api/v1/bank-statement/upload
PUT /api/v1/bank-statement/{bankStatement_uuid}
Added 6
DELETE /api/v1/bank-statement/{bankStatement_uuid}
GET /api/v1/bank-statement
GET /api/v1/bank-statement/{bankStatement_uuid}
POST /api/v1/bank-statement
POST /api/v1/bank-statement/upload
PUT /api/v1/bank-statement/{bankStatement_uuid}
4 structure changes including:
4 Modifications
Modified 4 Breaking
GET /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings/{uuid}
  • Response
  • 200 response Modified
    • unit_price_raw property Added
POST /api/v1/file
  • Body
  • content type Modified
    • files property Modified
POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings
  • Response
  • 200 response Modified
    • unit_price_raw property Added
PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings/{uuid}
  • Response
  • 200 response Modified
    • unit_price_raw property Added