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Changelog

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12 structure changes including:
5 Breaking changes
4 Additions
3 Modifications
5 Removals
Modified 3
GET /api/v1/plans/{uuid}
  • Response
  • 200 response Modified
    • is_sub_group_scheme, is_group_scheme_member properties Added
POST /api/v1/plans
  • Response
  • 200 response Modified
    • is_sub_group_scheme, is_group_scheme_member properties Added
  • 200 (1) response Modified
    • is_sub_group_scheme, is_group_scheme_member properties Added
  • 200 (2) response Modified
    • is_sub_group_scheme, is_group_scheme_member properties Added
  • 200 (3) response Modified
    • is_sub_group_scheme, is_group_scheme_member properties Added
  • 200 (4) response Modified
    • is_sub_group_scheme, is_group_scheme_member properties Added
  • 200 (5) response Modified
    • is_sub_group_scheme, is_group_scheme_member properties Added
  • 200 (6) response Modified
    • is_sub_group_scheme, is_group_scheme_member properties Added
  • 200 (7) response Modified
    • is_sub_group_scheme, is_group_scheme_member properties Added
  • 200 (8) response Modified
    • is_sub_group_scheme, is_group_scheme_member properties Added
  • 200 (9) response Modified
    • is_sub_group_scheme, is_group_scheme_member properties Added
PUT /api/v1/plans/{uuid}
  • Body
  • content type Modified
    • group_scheme_member_detail property Added
  • Response
  • 200 response Modified
    • is_sub_group_scheme, is_group_scheme_member properties Added
Removed 5 Breaking
DELETE /api/v1/plans/{plan_uuid}/group-scheme-members/{id}
GET /api/v1/plans/{plan_uuid}/group-scheme-members
GET /api/v1/plans/{plan_uuid}/group-scheme-members/{id}
POST /api/v1/plans/{plan_uuid}/group-scheme-members
PUT /api/v1/plans/{plan_uuid}/group-scheme-members/{id}
Added 4
GET /api/v1/plans/{plan_uuid}/group-scheme-members
GET /api/v1/plans/{plan_uuid}/sub-group-schemes
POST /api/v1/plans/{plan_uuid}/group-scheme-members
POST /api/v1/plans/{plan_uuid}/sub-group-schemes
16 structure changes including:
15 Additions
1 Modification
Modified 1 Breaking
GET /api/v1/client/{client_uuid}/wealth
  • Response
  • 200 response Modified
    • networth, total_assets, total_liabilities, total_protection properties Removed
    • total, abstract_types, plan_types properties Added
Added 15
GET /api/v1/metrics/aum
GET /api/v1/metrics/cases
GET /api/v1/metrics/cases/completed
GET /api/v1/metrics/clients
GET /api/v1/metrics/conversations
GET /api/v1/metrics/documents/generated
GET /api/v1/metrics/fact-finds/sent
GET /api/v1/metrics/files/uploaded
GET /api/v1/metrics/introducers
GET /api/v1/metrics/messages/sent
GET /api/v1/metrics/plans
GET /api/v1/metrics/signatures
GET /api/v1/metrics/tasks
GET /api/v1/metrics/tasks/completed
GET /api/v1/metrics/time-logged
1 structure change including:
1 Modification
Modified 1 Breaking
GET /api/v1/report-type
  • Query
  • per_page query parameter Removed
1 structure change including:
1 Addition
Added 1
GET /api/v1/client/{client_uuid}/all-notes
3 structure changes including:
3 Modifications
Modified 3
GET /api/v1/form/{form_uuid}/question/{uuid}
  • Response
  • 200 response Modified
    • linked_primary property Added
POST /api/v1/form/{form_uuid}/question
  • Response
  • 200 response Modified
    • linked_primary property Added
PUT /api/v1/form/{form_uuid}/question/{uuid}
  • Response
  • 200 response Modified
    • linked_primary property Added