Get all expectations of client
Headers
-
Content-Type string
-
Accept string
-
X-PLANNR-ACCOUNT-UUID string
Query parameters
-
include string
Comma separated list of relationships to include in the response. Valid relationships are [statement].
-
filter[uuid] string
Filter by a comma separated list of UUIDs.
-
filter[status] string
Filter expectations based on their status. Available options: expecting,ready_for_reconciliation
-
filter[statement] string
Filter expectations by a statement UUID.
-
filter[date_from] string
Get charges from an expectation date.
-
filter[date_to] string
Get charges to an expectation date.
-
filter[amount_from] string
Get charges greater than or equal to an expected amount in pennies.
-
filter[amount_to] string
Get charges less than or equal to an expected amount in pennies.
-
filter[client] string
Comma separated string of partial names or exact account UUIDs to filter by.
-
filter[groups] string
Comma separated string group UUIDs to filter by.
-
filter[category] string
Comma separated string of categories to filter by.
-
filter[type] string
Comma separated string of categories to filter by.
-
filter[policy_number] string
Comma separated string of partial policy numbers to filter by.
-
filter[provider] string
Comma separated string of partial provider names or exact provider UUIDs to filter by.
-
filter[plan] string
Comma separated string of partial plan names or exact plan UUIDs to filter by.
-
filter[payment_origin] string
Filter expectations to client or provider paid. Valid options are [client, provider]
-
filter[seller] string
Comma separated string of partial names or exact account UUIDs to filter by.
-
filter[reconciliation] string
Filter expectations based on their reconciliation amount. Available options: reconciled,unreconciled,partially_reconciled
-
Filter expectations based on their reconciliation amount between two values as a percentage.
-
Filter expectations based on their reconciliation amount between two values in pennies.
-
sort string
Field to sort by. Valid fields are [created_at, updated_at, expected_payment_date, expected_amount]. Negative sign to denote DESC. Defaults to 'expected_payment_date'.
-
per_page integer
Number of results to return with pagination (Default 15. Max 500).
GET /api/v1/client/{client_uuid}/expectations
curl \
-X GET https://api.plannrcrm.com/api/v1/client/client_uuid/expectations \
-H "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
-H "Content-Type: application/json" \
-H "Accept: application/json" \
-H "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"data": [
{
"tax": 20,
"firm": {
"tax": 17.5,
"logo": "https://api.plannrcrm.com/images/plannr.jpg",
"name": "Codepotato",
"slug": "codepotato",
"uuid": "753ed895-47d9-4814-b7d8-c8f720a1e2d5",
"county": "Hampshire",
"billing": {
"invoice_email": "gareth@codepotato.co.uk",
"invoice_county": "Hampshire",
"invoice_country": "United Kingdom",
"invoice_postcode": "PO7 7YH",
"invoice_address_1": "Suite E, 5 The Briars",
"invoice_address_2": "Waterberry Drive",
"invoice_town_city": "Waterlooville"
},
"country": "United Kingdom",
"postcode": "PO7 7YH",
"address_1": "Suite E, 5 The Briars",
"address_2": "Waterberry Drive",
"logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
"month_end": 25,
"town_city": "Waterlooville",
"created_at": "2024-10-16T11:10:14+01:00",
"updated_at": "2024-10-16T11:10:14+01:00",
"ip_whitelist": [
"192.168.0.1",
"127.0.0.1"
],
"brand_colours": {
"sidebar_text": "#ffffff",
"sidebar_hover": "#0A0A42",
"email_sub_text": "#ffffff",
"sidebar_accent": "#36367E",
"sidebar_active": "#53DBB8",
"email_background": "#0E0E56",
"email_button_text": "#ffffff",
"sidebar_background": "#0E0E56",
"sidebar_title_primary": "#FFC634",
"email_button_background": "#36367E",
"sidebar_title_secondary": "#ffffff",
"sidebar_title_background": "#36367E",
"email_logo_background_panel": "#36367E",
"sidebar_title_secondary_hover": "#ffffff"
},
"is_subscribed": true,
"regulatory_text": "Regulatory text",
"addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
"statement_frequency": "monthly",
"task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
"keep_deleted_files_for": 30,
"welcome_paragraph_html": "<h1>Welcome.</h1>",
"email_welcome_paragraph_html": "Welcome to Plannr!"
},
"type": "fee",
"uuid": "bb86a03b-5f7b-4c23-8e16-d720fd8deda0",
"amount": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"author": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "b2acb17e-707b-4b70-94c6-eed31a8480f6",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2024-10-16T11:10:14+01:00",
"first_name": "Gareth",
"updated_at": "2024-10-16T11:10:14+01:00",
"with_login": true,
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2024-10-16T11:10:14+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2024-10-16T11:10:14+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"previous_review_date": "2024-10-16T11:10:14+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2024-10-16T11:10:14+01:00"
},
"seller": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "a7b942a5-1e37-41d5-b978-59d166d27807",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2024-10-16T11:10:14+01:00",
"first_name": "Gareth",
"updated_at": "2024-10-16T11:10:14+01:00",
"with_login": true,
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2024-10-16T11:10:14+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2024-10-16T11:10:14+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"previous_review_date": "2024-10-16T11:10:14+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2024-10-16T11:10:14+01:00"
},
"account": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "cb2667aa-7b4d-42ee-a657-de0bde8fbe5b",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2024-10-16T11:10:14+01:00",
"first_name": "Gareth",
"updated_at": "2024-10-16T11:10:14+01:00",
"with_login": true,
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2024-10-16T11:10:14+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2024-10-16T11:10:14+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"previous_review_date": "2024-10-16T11:10:14+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2024-10-16T11:10:14+01:00"
},
"category": "ongoing_fee",
"recurring": true,
"rmar_type": "adviser_charge",
"statement": {
"name": "01/06/2022 - 30/06/2022",
"uuid": "cba4ed98-b234-437e-91a1-93845b29e839",
"locked": false,
"end_date": "2022-06-01",
"locked_at": "2024-10-16T11:10:14+01:00",
"locked_by": "App\\Http\\Resources\\AccountResource",
"created_at": "2024-10-16T11:10:14+01:00",
"start_date": "2022-06-30",
"updated_at": "2024-10-16T11:10:14+01:00",
"expectations_count": 6,
"total_expectations": {
"amount": "124585",
"currency": "GBP",
"formatted": "£1,245.85"
},
"statement_transactions": "App\\Http\\Resources\\StatementTransactionResource",
"total_bank_transactions": {
"amount": "125599",
"currency": "GBP",
"formatted": "£1,255.99"
},
"statement_transactions_count": 6,
"total_statement_transactions": {
"amount": "125599",
"currency": "GBP",
"formatted": "£1,255.99"
},
"total_expectation_amount_reconciled_to_bank": {
"amount": "125599",
"currency": "GBP",
"formatted": "£1,255.99"
},
"total_expectation_percentage_reconciled_to_bank": {
"amount": "8570",
"currency": "GBP",
"formatted": "£85.70"
}
},
"chargeable": {
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "d5da74a1-7016-41e6-a261-d458f0b5fb61",
"wrap": "App\\Http\\Resources\\Plans\\PlanResource",
"cases": "App\\Http\\Resources\\CasesResource",
"value": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"claims": "App\\Http\\Resources\\Plans\\ClaimResource",
"client": "App\\Http\\Resources\\AccountResource",
"covers": "App\\Http\\Resources\\Plans\\CoverResource",
"seller": "App\\Http\\Resources\\AccountResource",
"status": "inactive",
"on_panel": true,
"provider": "App\\Http\\Resources\\Plans\\ProviderResource",
"sub_type": "lifetime isa",
"opened_at": "2024-10-16T11:10:14+01:00",
"valued_at": "2024-10-16T11:10:14+01:00",
"created_at": "2024-10-16T11:10:14+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2024-10-16T11:10:14+01:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2024-10-16T11:10:14+01:00",
"review_date": "2023-10-16",
"linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
"main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
"sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
"under_advice": true,
"abstract_type": "asset",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"is_wrap_child": false,
"linked_owners": "App\\Http\\Resources\\AccountResource",
"policy_number": "AVIVA-123",
"show_on_joint": true,
"wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
"can_be_deleted": "false",
"total_benefits": {
"critical_illness": {
"amount": {
"example": "15000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£150,000.00",
"description": "Money amount formatted with currency"
}
},
"family_income_benefit": {
"amount": {
"example": "10000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£100,000.00",
"description": "Money amount formatted with currency"
}
}
},
"inactive_reason": "claimed",
"is_group_scheme": false,
"is_wrap_product": false,
"latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
"proposal_reference": "AB123456",
"agency_in_your_name": true,
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"is_sub_group_scheme": false,
"total_benefit_amount": {
"amount": {
"example": "25000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£250,000.00",
"description": "Money amount formatted with currency"
}
},
"is_group_scheme_member": false,
"originally_sold_by_firm": true,
"agency_in_your_name_from": "2023-10-16",
"contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
"visible_on_client_portal": true,
"include_in_client_valuation": true
},
"created_at": "2024-10-16T11:10:14+01:00",
"net_amount": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"percentage": 0.75,
"tax_exempt": true,
"updated_at": "2024-10-16T11:10:14+01:00",
"advice_type": "independent",
"is_balanced": false,
"gross_amount": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"service_type": "initial",
"income_splits": [
{
"name": "Gareth Thompson",
"type": "selling_adviser",
"percentage": 70,
"splitable_type": "account",
"splitable_uuid": "a0d3cded-928a-4b03-990d-5801e9892f8e",
"expected_amount": {
"amount": "12500",
"currency": "GBP",
"formatted": "£125.00"
},
"bank_receipt_date": "2024-10-16",
"expected_net_amount": {
"amount": "10400",
"currency": "GBP",
"formatted": "£104.00"
},
"requested_percentage": 70,
"expected_gross_amount": {
"amount": "12500",
"currency": "GBP",
"formatted": "£125.00"
},
"reconciled_net_amount": {
"amount": "9569",
"currency": "GBP",
"formatted": "£95.69"
},
"reconciled_gross_amount": {
"amount": "11483",
"currency": "GBP",
"formatted": "£114.83"
},
"expected_fci_recognition": {
"amount": "12500",
"currency": "GBP",
"formatted": "£125.00"
},
"reconciled_fci_recognition": {
"amount": "9569",
"currency": "GBP",
"formatted": "£95.69"
}
}
],
"payment_origin": "provider",
"reconciliation": {
"amount": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"percentage": 100,
"is_reconciled": true
},
"advice_area_net": {
"deposit": 7500,
"unknown": 0,
"non_rmar": 0,
"non_regulated": 0,
"retail_investment": 0,
"regulated_mortgage": 2500,
"other_fca_regulated": 0,
"non_investment_insurance": 0
},
"charge_schedule": {
"firm": "App\\Http\\Resources\\FirmResource",
"type": "fee",
"uuid": "2e5c8f2c-3ef1-457d-bf59-2d6db95566e1",
"amount": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"author": "App\\Http\\Resources\\AccountResource",
"seller": "App\\Http\\Resources\\AccountResource",
"account": "App\\Http\\Resources\\AccountResource",
"category": "ongoing_fee",
"end_date": "2024-11-16",
"frequency": "monthly",
"recurring": true,
"rmar_type": "adviser_charge",
"chargeable": "App\\Http\\Resources\\Plans\\PlanResource",
"created_at": "2024-10-16T11:10:14+01:00",
"percentage": 0.75,
"start_date": "2024-02-16",
"updated_at": "2024-10-16T11:10:14+01:00",
"advice_area": {
"deposit": 7500,
"unknown": 0,
"non_rmar": 0,
"non_regulated": 0,
"retail_investment": 0,
"regulated_mortgage": 2500,
"other_fca_regulated": 0,
"non_investment_insurance": 0
},
"advice_type": "independent",
"service_type": "initial",
"payment_origin": "provider",
"chargeable_type": "plan",
"exclude_from_rmar": true,
"next_expectation_date": "2024-10-26"
},
"chargeable_type": "plan",
"expected_amount": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"advice_area_gross": {
"deposit": 7500,
"unknown": 0,
"non_rmar": 0,
"non_regulated": 0,
"retail_investment": 0,
"regulated_mortgage": 2500,
"other_fca_regulated": 0,
"non_investment_insurance": 0
},
"exclude_from_rmar": true,
"expected_payment_date": "2024-10-16T11:10:14+01:00",
"statement_transactions": [
{
"date": "2024-10-16",
"firm": "App\\Http\\Resources\\FirmResource",
"uuid": "d4318a8c-7305-4e8d-8084-8e0890146ec6",
"reason": "Reason",
"account": "App\\Http\\Resources\\AccountResource",
"category": "initial_fee",
"metadata": {
"client_name": "Gareth Thompson"
},
"provider": "Aviva",
"statement": "App\\Http\\Resources\\StatementResource",
"created_at": "2024-10-16T11:10:14+01:00",
"net_amount": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"updated_at": "2024-10-16T11:10:14+01:00",
"client_name": "Gareth Thompson",
"expectation": "App\\Http\\Resources\\ExpectationResource",
"scheme_name": "Scheme name",
"adviser_name": "Adviser name",
"gross_amount": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"agency_number": "Agency number",
"policy_number": "AVIVA_00001",
"scheme_number": "Scheme number",
"payment_origin": "provider",
"customer_number": "Customer number",
"bank_transactions": "App\\Http\\Resources\\BankTransactionResource",
"product_reference": "Product reference",
"provider_statement": "App\\Http\\Resources\\ProviderStatementResource",
"policy_market_value": "Policy market value",
"sender_id_sib_number": "Sender id sib number",
"transaction_reference": "gODtsYrqih"
}
],
"unbalanced_expected_amount": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
}
}
]
}