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Changelog

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1 structure change including:
1 Addition
Added 1
GET /api/v1/static/charge-categories/{feeType}
1 structure change including:
1 Modification
Modified 1
POST /api/v1/account/{account_uuid}/address
  • Body
  • content type Modified
    • town_city, postcode, country properties Modified
10 structure changes including:
10 Modifications
Modified 10 Breaking
GET /api/v1/client/{client_uuid}/charges
  • Query
  • include, sort query parameters Added
GET /api/v1/expected-charge/{expectedCharge_uuid}
  • Response
  • 200 response Modified
    • tax_exempt, tax, recurring, gross_amount, net_amount, amount, percentage, exclude_from_rmar, rmar_type, advice_type, service_type, advice_area, seller properties Added
GET /api/v1/plans/{plan_uuid}/charges
  • Query
  • include, sort query parameters Added
POST /api/v1/charge
  • Body
  • content type Modified
    • seller_uuid, exclude_from_rmar, advice_type, service_type, advice_area properties Added
POST /api/v1/employee
  • Body
  • content type Modified
    • advice_type property Added
POST /api/v1/expected-charge/reconcile
  • Response
  • 200 response Modified
    • tax_exempt, tax, recurring, gross_amount, net_amount, amount, percentage, exclude_from_rmar, rmar_type, advice_type, service_type, advice_area, seller properties Added
POST /api/v1/firm/{firm_uuid}/settings
  • Body
  • content type Modified
    • advice_type property Added
PUT /api/v1/charge/{uuid}
  • Body
  • content type Modified
    • seller_uuid, exclude_from_rmar, advice_type, service_type, advice_area properties Added
PUT /api/v1/employee/{uuid}
  • Body
  • content type Modified
    • advice_type property Added
PUT /api/v1/expected-charge/{expectedCharge_uuid}
  • Body
  • content type Modified
    • seller_uuid, exclude_from_rmar, rmar_type, advice_type, service_type properties Added
  • Response
  • 200 response Modified
    • tax_exempt, tax, recurring, gross_amount, net_amount, amount, percentage, exclude_from_rmar, rmar_type, advice_type, service_type, advice_area, seller properties Added
2 structure changes including:
2 Modifications
Modified 2
POST /api/v1/client
  • Body
  • content type Modified
    • date_of_marriage, is_deceased, deceased_at, is_married_to_partner, checked_sanctions_at, lead_source, write_to_whom, passport_number, do_not_contact_via_fax, do_not_contact_via_mail, do_not_contact_via_sms, do_not_contact_via_email, do_not_contact_via_telephone, do_not_visit, do_not_market properties Added
PUT /api/v1/client/{uuid}
  • Body
  • content type Modified
    • is_deceased, deceased_at, is_married_to_partner, checked_sanctions_at, lead_source, write_to_whom, passport_number, do_not_contact_via_fax, do_not_contact_via_mail, do_not_contact_via_sms, do_not_contact_via_email, do_not_contact_via_telephone, do_not_visit, do_not_market properties Added
9 structure changes including:
2 Additions
7 Modifications
Modified 7
GET /api/v1/plans/{plan_uuid}/transaction
  • Query
  • filter[sub_type] query parameter Added
GET /api/v1/plans/{plan_uuid}/transaction-schedule/{transactionSchedule_uuid}
  • Response
  • 200 response Modified
    • sub_type property Added
GET /api/v1/plans/{plan_uuid}/transaction/{uuid}
  • Response
  • 200 response Modified
    • sub_type property Added
POST /api/v1/plans/{plan_uuid}/transaction
  • Body
  • content type Modified
    • sub_type property Added
  • Response
  • 201 response Modified
    • sub_type property Added
POST /api/v1/plans/{plan_uuid}/transaction-schedule
  • Body
  • content type Modified
    • sub_type property Added
  • Response
  • 201 response Modified
    • sub_type property Added
PUT /api/v1/plans/{plan_uuid}/transaction-schedule/{transactionSchedule_uuid}
  • Body
  • content type Modified
    • sub_type property Added
  • Response
  • 200 response Modified
    • sub_type property Added
PUT /api/v1/plans/{plan_uuid}/transaction/{uuid}
  • Body
  • content type Modified
    • sub_type property Added
  • Response
  • 200 response Modified
    • sub_type property Added
Added 2
GET /api/v1/static/transaction-sub-types/{transactionType}
GET /api/v1/static/transaction-types
5 structure changes including:
5 Modifications
Modified 5 Breaking
GET /api/v1/payment
  • Query
  • filter[payment_origin] query parameter Removed
GET /api/v1/payment/{uuid}
  • Response
  • 200 response Modified
    • payment_origin property Removed
POST /api/v1/payment
  • Response
  • 201 response Modified
    • payment_origin property Removed
POST /api/v1/payment/csv
  • Response
  • 201 response Modified
    • payment_origin property Removed
PUT /api/v1/payment/{uuid}
  • Body
  • content type Modified
    • payment_origin property Removed
  • Response
  • 200 response Modified
    • payment_origin property Removed
1 structure change including:
1 Addition
Added 1
GET /api/v1/release-notes
6 structure changes including:
3 Breaking changes
2 Additions
1 Modification
3 Removals
Modified 1
GET /api/v1/import/{uuid}
  • Response
  • 200 response Modified
    • mode, error_report properties Added
Removed 3 Breaking
POST /api/v1/import/client
POST /api/v1/import/plans
POST /api/v1/import/valuations
Added 2
GET /api/v1/import/modes/{importer}
POST /api/v1/import
8 structure changes including:
6 Additions
2 Modifications
Modified 2 Breaking
GET /api/v1/expected-payment
  • Query
  • filter[status] query parameter Removed
  • filter[agency_number], filter[product_reference], filter[adviser], filter[reconciliation] query parameters Added
GET /api/v1/provider-statement
  • Query
  • filter[uuid], filter[reference], filter[provider], filter[date_from], filter[date_to], filter[amount_from] query parameters Added
Added 6
DELETE /api/v1/custom-default-folder/{customDefaultFolder_uuid}
GET /api/v1/custom-default-folder
GET /api/v1/custom-default-folder/{customDefaultFolder_uuid}
POST /api/v1/custom-default-folder
POST /api/v1/provider-statement/upload
PUT /api/v1/custom-default-folder/{customDefaultFolder_uuid}