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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
18 structure changes including:
9 Breaking changes
9 Additions
9 Removals
Removed 9 Breaking
PUT /api/v1/me
PUT /api/v1/introducer/{uuid}
POST /api/v1/me/switch-account
POST /api/v1/introducer
GET /api/v1/me
GET /api/v1/logins
GET /api/v1/introducer/{uuid}
GET /api/v1/introducer
DELETE /api/v1/introducer/{uuid}
Added 9
PUT /api/v1/me
PUT /api/v1/introducer/{uuid}
POST /api/v1/me/switch-account
POST /api/v1/introducer
GET /api/v1/me
GET /api/v1/logins
GET /api/v1/introducer/{uuid}
GET /api/v1/introducer
DELETE /api/v1/introducer/{uuid}
2 structure changes including:
1 Breaking change
1 Addition
1 Removal
Removed 1 Breaking
POST /api/v1/document/{document_uuid}/start-review
Added 1
POST /api/v1/document/{document_uuid}/review
5 structure changes including:
1 Addition
4 Modifications
Modified 4 Breaking
GET /api/v1/document/{uuid}
  • Response
  • 200 response Modified
    • past_dependants property Added
POST /api/v1/document
  • Body
  • content type Modified
    • name, html properties Modified
    • submit_for_review, dependants properties Added
  • Response
  • 201 response Modified
    • past_dependants property Added
POST /api/v1/document/{document_uuid}/build
  • Response
  • 200 response Modified
    • past_dependants property Added
PUT /api/v1/document/{uuid}
  • Body
  • content type Modified
    • name, html properties Modified
    • template_uuid property Removed
    • processed_html property Added
  • Response
  • 200 response Modified
    • past_dependants property Added
Added 1
POST /api/v1/document/{document_uuid}/start-review
9 structure changes including:
1 Addition
8 Modifications
Modified 8 Breaking
GET /api/v1/conversation/{uuid}
  • Response
  • 200 response Modified
    • participants property Modified
GET /api/v1/import/{uuid}
  • Response
  • 200 response Modified
    • updated_at, errors_count properties Added
POST /api/v1/client
  • Body
  • content type Modified
    • previous_review_date, anniversary_review_date properties Added
POST /api/v1/conversation
  • Response
  • 200 response Modified
    • participants property Modified
POST /api/v1/firm/{firm_uuid}/branding
  • Body
  • content type Modified
    • banner property Added
POST /api/v1/import/client
  • Response
  • 200 response Modified
    • updated_at, errors_count properties Added
PUT /api/v1/client/{uuid}
  • Body
  • content type Modified
    • direct_report_uuid, prospect_converted_at, will_notes, next_review_date, previous_review_date, anniversary_review_date properties Modified
    • email property Removed
    • groups property Added
PUT /api/v1/conversation/{uuid}
  • Response
  • 200 response Modified
    • participants property Modified
Added 1
POST /api/v1/import/valuations
5 structure changes including:
5 Modifications
Modified 5
GET /api/v1/document-pack
  • Response
  • 200 response Added
GET /api/v1/document-pack/{id}
  • Response
  • 200 response Added
GET /api/v1/note/{notableType}/{notableUuid}
  • Query
  • sort, include, per_page query parameters Added
  • Response
  • 200 response Added
POST /api/v1/document-pack
  • Response
  • 200 response Added
PUT /api/v1/document-pack/{id}
  • Response
  • 200 response Added