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9 structure changes including:
2 Additions
7 Modifications
Modified 7 Breaking
GET /api/v1/board/{board_uuid}/list/{boardList_uuid}/task/{boardTask_uuid}
  • Response
  • 200 response Modified
    • child_tasks property Removed
    • parent_task, sub_tasks, workflow_task properties Added
GET /api/v1/board/{board_uuid}/tasks
  • Response
  • 200 response Modified
    • child_tasks property Removed
    • parent_task, sub_tasks, workflow_task properties Added
POST /api/v1/board/{board_uuid}/list/{boardList_uuid}/task
  • Body
  • content type Modified
    • parent_uuid property Added
  • Response
  • 200 response Modified
    • child_tasks property Removed
    • parent_task, sub_tasks, workflow_task properties Added
POST /api/v1/workflow
  • Body
  • content type Modified
    • type property Removed
POST /api/v1/workflow/{workflow_uuid}/task
  • Body
  • content type Modified
    • parent_workflow_task_uuid property Removed
    • parent_uuid, trigger_uuid, auto_assign_direct_report, auto_assign_administrator, auto_assign_clients, groups properties Added
PUT /api/v1/board/{board_uuid}/list/{boardList_uuid}/task/{boardTask_uuid}
  • Body
  • content type Modified
    • parent_uuid property Added
  • Response
  • 200 response Modified
    • child_tasks property Removed
    • parent_task, sub_tasks, workflow_task properties Added
PUT /api/v1/workflow/{workflow_uuid}/task/{workflowTask_uuid}
  • Body
  • content type Modified
    • completed, parent_workflow_task_uuid properties Removed
    • parent_uuid, trigger_uuid, auto_assign_direct_report, auto_assign_administrator, auto_assign_clients, groups properties Added
Added 2
GET /api/v1/workflow/{workflow_uuid}/breadcrumbs
GET /api/v1/workflow/{workflow_uuid}/tree
11 structure changes including:
7 Additions
4 Modifications
Modified 4
GET /api/v1/client
  • Query
  • filter[tags] query parameter Added
GET /api/v1/plans
  • Query
  • filter[tags] query parameter Added
POST /api/v1/client
  • Body
  • content type Modified
    • status_uuid property Added
PUT /api/v1/client/{uuid}
  • Body
  • content type Modified
    • status_uuid property Added
Added 7
DELETE /api/v1/client-status/{id}
GET /api/v1/client-status
GET /api/v1/client-status/{id}
GET /api/v1/employee/{employee}/logs
POST /api/v1/client-status
POST /api/v1/fact-find/request/{factFindRequest_uuid}/section/{factFindSchemaSection_uuid}/completion
PUT /api/v1/client-status/{id}
2 structure changes including:
2 Modifications
Modified 2 Breaking
POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/withdrawals
  • Body
  • content type Modified
    • withdrawn_at property Modified
    • type, frequency, started_at, ended_at, notes properties Added
PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/withdrawals/{uuid}
  • Body
  • content type Modified
    • withdrawn_at, value properties Modified
    • type, frequency, started_at, ended_at, notes properties Added
2 structure changes including:
2 Modifications
Modified 2
POST /api/v1/client
  • Body
  • content type Modified
    • administrator_uuid property Added
PUT /api/v1/client/{uuid}
  • Body
  • content type Modified
    • administrator_uuid property Added
2 structure changes including:
2 Additions
Added 2
GET /api/v1/logs/{modelType}/{modelUuid}
GET /api/v1/me/logs
4 structure changes including:
4 Modifications
Modified 4 Breaking
GET /api/v1/plans/{plan_uuid}/holdings/{subAccount}
  • Query
  • filter[is_active] query parameter Added
GET /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings/{uuid}
  • Response
  • 200 response Modified
    • units property Modified
    • reference, sector, citi, purchase_price, is_active properties Added
POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings
  • Body
  • content type Modified
    • units property Modified
    • reference, provider, sector, citi, purchase_price, is_active properties Added
  • Response
  • 200 response Modified
    • units property Modified
    • reference, sector, citi, purchase_price, is_active properties Added
PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings/{uuid}
  • Body
  • content type Modified
    • units property Modified
    • reference, provider, sector, citi, purchase_price, is_active properties Added
  • Response
  • 200 response Modified
    • units property Modified
    • reference, sector, citi, purchase_price, is_active properties Added
1 structure change including:
1 Modification
Modified 1 Breaking
PUT /api/v1/plans/{uuid}
  • Body
  • content type Modified
    • client_uuid, type properties Removed
10 structure changes including:
4 Breaking changes
4 Additions
2 Modifications
4 Removals
Modified 2 Breaking
POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/contributions
  • Body
  • content type Modified
    • paid_at property Modified
    • value property Modified
    • type, contributor_type, frequency, started_at, ended_at, notes properties Added
PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/contributions/{uuid}
  • Body
  • content type Modified
    • paid_at property Modified
    • type, contributor_type, frequency, started_at, ended_at, notes properties Added
Removed 4 Breaking
GET /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/contributions
GET /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings
GET /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/valuations
GET /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/withdrawals
Added 4
GET /api/v1/plans/{plan_uuid}/contributions/{subAccount}
GET /api/v1/plans/{plan_uuid}/holdings/{subAccount}
GET /api/v1/plans/{plan_uuid}/valuations/{subAccount}
GET /api/v1/plans/{plan_uuid}/withdrawals/{subAccount}
2 structure changes including:
1 Breaking change
1 Modification
1 Removal
Modified 1
POST /api/v1/report
  • Body
  • content type Modified
    • report_type_id, save_as_template properties Modified
    • name, report_template_uuid, template_name properties Added
Removed 1 Breaking
POST /api/v1/report-template/{reportTemplate_uuid}/generate