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Changelog

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v1.48.1
1 structure change including:
1 Modification
Modified 1
GET /api/v2/plans/{plan_uuid}/returns
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • first_valuation_within_date_range property Added
v1.48.0
2 structure changes including:
1 Breaking change
1 Addition
1 Removal
Removed 1 Breaking
GET /api/v1/addons/seccl/{addon}/client/{account_uuid}
  • Removing a resource is always breaking unless it was deprecated before
    Breaking
Added 1
GET /api/v1/addons/seccl/{addon}/client/{id}
v1.47.0
4 structure changes including:
4 Modifications
Modified 4
GET /api/v1/circles
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • accounts property Modified
GET /api/v1/circles/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • accounts property Modified
        • firm, primary_phone_number, primary_email, current_time_entry, assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, groups, tags, owners, first_contact_date, next_review_date, previous_review_date, anniversary_review_date, with_login, has_joint_account, can_be_deleted, joint_account_circle, circles, ownership_percentage, inactive_at, custom_fields properties Added
POST /api/v1/circles
  • Response
  • 201 response Modified
    • application/json content type Modified
      • accounts property Modified
        • firm, primary_phone_number, primary_email, current_time_entry, assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, groups, tags, owners, first_contact_date, next_review_date, previous_review_date, anniversary_review_date, with_login, has_joint_account, can_be_deleted, joint_account_circle, circles, ownership_percentage, inactive_at, custom_fields properties Added
PUT /api/v1/circles/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • accounts property Modified
        • firm, primary_phone_number, primary_email, current_time_entry, assigned_adviser, assigned_administrator, assigned_paraplanner, introduced_by, groups, tags, owners, first_contact_date, next_review_date, previous_review_date, anniversary_review_date, with_login, has_joint_account, can_be_deleted, joint_account_circle, circles, ownership_percentage, inactive_at, custom_fields properties Added
v1.46.2
2 structure changes including:
2 Additions
Added 2
POST /api/v1/addons/seccl/{addon}/sync-client/{account_uuid}
POST /api/v1/addons/seccl/{addon}/sync-plan/{plan_uuid}