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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
1 structure change including:
1 Modification
Modified 1
PUT /api/v1/plans/{uuid}
  • Body
  • content type Modified
    • seller_uuid property Added
13 structure changes including:
11 Additions
2 Modifications
Modified 2
POST /api/v1/client
  • Body
  • content type Modified
    • is_will_accurate, will_executors, will_location, will_bequests_detail, is_poa_registered_epa_or_lpa, are_poa_appointed_for_health_or_wealth, poa_attorney_appointed_at, will_poa_details, are_poa_documents_registered, will_gifts_details properties Added
PUT /api/v1/client/{uuid}
  • Body
  • content type Modified
    • is_will_accurate, will_executors, will_location, will_bequests_detail, is_poa_registered_epa_or_lpa, are_poa_appointed_for_health_or_wealth, poa_attorney_appointed_at, will_poa_details, are_poa_documents_registered, will_gifts_details properties Added
Added 11
DELETE /api/v1/report-template/{reportTemplate_uuid}
DELETE /api/v1/report/{uuid}
GET /api/v1/report
GET /api/v1/report-template
GET /api/v1/report-template/{reportTemplate_uuid}
GET /api/v1/report-type
GET /api/v1/report/{uuid}
POST /api/v1/report
POST /api/v1/report-template
POST /api/v1/report-template/{reportTemplate_uuid}/generate
PUT /api/v1/report-template/{reportTemplate_uuid}
2 structure changes including:
2 Modifications
Modified 2
POST /api/v1/client
  • Body
  • content type Modified
    • is_in_receipt_of_your_state_pension, has_obtained_a_forecast, date_of_forecast, projected_state_pension, years_of_national_insurance_contributions, pension_notes properties Added
PUT /api/v1/client/{uuid}
  • Body
  • content type Modified
    • is_in_receipt_of_your_state_pension, has_obtained_a_forecast, date_of_forecast, projected_state_pension, years_of_national_insurance_contributions, pension_notes properties Added
1 structure change including:
1 Modification
Modified 1
GET /api/v1/search
  • Body
  • content type Added
3 structure changes including:
1 Addition
2 Modifications
Modified 2 Breaking
POST /api/v1/plans
  • Body
  • content type Modified
    • provider_uuid property Modified
    • status, inactive_at, inactive_reason properties Added
PUT /api/v1/plans/{uuid}
  • Body
  • content type Modified
    • client_uuid, type, plan_type, status, inactive_at, inactive_reason properties Added
Added 1
GET /api/v1/plans/inactivity-reasons