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invoiceninja/openapi/paths/clients.yaml
2023-10-23 09:48:05 +11:00

743 lines
25 KiB
YAML

/api/v1/clients:
get:
tags:
- clients
summary: 'List clients'
description: |
When retrieving a list of clients you can also chain query parameters in order to filter the dataset that is returned. For example, you can send a request to the following URL to retrieve clients that have a balance greater than 1000:\
```
/api/v1/clients?balance=gt:1000
```
You can also sort the results by adding a sort parameter. The following example will sort the results by the client name in descending order:\
```
/api/v1/clients?sort=name|desc
```
You can also combine multiple filters together. The following example will return clients that have a balance greater than 1000 and are not deleted and have a name that starts with "Bob":\
```
/api/v1/clients?balance=gt:1000&name=Bob*
```
If you wish to retrieve child relations, you can also combine the query parameter `?include=` with a comma separated list of relationships:\
```
/api/v1/clients?include=activities,ledger,system_logs'
```
The per_page and page variables allow pagination of the list of clients. The following example will return the second page of clients with 15 clients per page:\
```
/api/v1/clients?per_page=15&page=2
```
The default per_page value is 20.
operationId: getClients
parameters:
- $ref: '#/components/parameters/X-API-TOKEN'
- $ref: '#/components/parameters/X-Requested-With'
- $ref: '#/components/parameters/client_include'
- $ref: '#/components/parameters/index'
- $ref: "#/components/parameters/status"
- $ref: "#/components/parameters/created_at"
- $ref: "#/components/parameters/updated_at"
- $ref: "#/components/parameters/is_deleted"
- $ref: "#/components/parameters/filter_deleted_clients"
- $ref: "#/components/parameters/vendor_id"
- name: name
in: query
description: Filter by client name
required: false
schema:
type: string
example: bob
- name: balance
in: query
description: Filter by client balance, format uses an operator and value separated by a colon. lt,lte, gt, gte, eq
required: false
schema:
type: string
example: lt:10
- name: between_balance
in: query
description: Filter between client balances, format uses two values separated by a colon
required: false
schema:
type: string
example: 10:100
- name: email
in: query
description: Filter by client email
required: false
schema:
type: string
example: bob@gmail.com
- name: id_number
in: query
description: Filter by client id_number
required: false
schema:
type: string
example: a1039883
- name: number
in: query
description: Filter by client number
required: false
schema:
type: string
example: a1039883
- name: filter
in: query
description: Filters clients on columns - name, id_number, contact.first_name contact.last_name, contact.email, custom_value1-4
required: false
schema:
type: string
example: a1039883
- name: sort
in: query
description: Returns the list sorted by column in ascending or descending order.
required: false
schema:
type: string
example: id|desc name|desc balance|asc
responses:
200:
description: 'A list of clients'
headers:
X-MINIMUM-CLIENT-VERSION:
$ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION'
X-RateLimit-Remaining:
$ref: '#/components/headers/X-RateLimit-Remaining'
X-RateLimit-Limit:
$ref: '#/components/headers/X-RateLimit-Limit'
content:
application/json:
schema:
type: object
properties:
data:
type: array
items:
$ref: '#/components/schemas/Client'
example:
$ref: '#/components/examples/Client'
meta:
type: object
$ref: '#/components/schemas/Meta'
example:
$ref: '#/components/examples/Meta'
401:
$ref: '#/components/responses/401'
403:
$ref: '#/components/responses/403'
422:
$ref: '#/components/responses/422'
429:
$ref: '#/components/responses/429'
default:
$ref: '#/components/responses/default'
post:
tags:
- clients
summary: 'Create client'
description: |
Adds a client to a company
When creating (or updating) a client you must include the child contacts with all mutating requests. Client contacts cannot be modified in isolation.
operationId: storeClient
parameters:
- $ref: '#/components/parameters/X-API-TOKEN'
- $ref: '#/components/parameters/X-Requested-With'
- $ref: '#/components/parameters/client_include'
requestBody:
description: Client object that needs to be added to the company
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/ClientRequest'
responses:
200:
description: 'Returns the saved client object'
headers:
X-MINIMUM-CLIENT-VERSION:
$ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION'
X-RateLimit-Remaining:
$ref: '#/components/headers/X-RateLimit-Remaining'
X-RateLimit-Limit:
$ref: '#/components/headers/X-RateLimit-Limit'
content:
application/json:
schema:
$ref: '#/components/schemas/Client'
401:
$ref: '#/components/responses/401'
403:
$ref: '#/components/responses/403'
422:
$ref: '#/components/responses/422'
429:
$ref: '#/components/responses/429'
default:
$ref: '#/components/responses/default'
'/api/v1/clients/{id}':
get:
tags:
- clients
summary: 'Show client'
description: 'Displays a client by id'
operationId: showClient
parameters:
- $ref: '#/components/parameters/X-API-TOKEN'
- $ref: '#/components/parameters/X-Requested-With'
- $ref: '#/components/parameters/client_include'
- name: id
in: path
description: 'The Client Hashed ID'
required: true
schema:
type: string
format: string
example: D2J234DFA
responses:
200:
description: 'Returns the client object'
headers:
X-MINIMUM-CLIENT-VERSION:
$ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION'
X-RateLimit-Remaining:
$ref: '#/components/headers/X-RateLimit-Remaining'
X-RateLimit-Limit:
$ref: '#/components/headers/X-RateLimit-Limit'
content:
application/json:
schema:
$ref: '#/components/schemas/Client'
401:
$ref: '#/components/responses/401'
403:
$ref: '#/components/responses/403'
422:
$ref: '#/components/responses/422'
429:
$ref: '#/components/responses/429'
default:
$ref: '#/components/responses/default'
put:
tags:
- clients
summary: 'Update client'
description: 'Handles the updating of a client by id'
operationId: updateClient
parameters:
- $ref: '#/components/parameters/X-API-TOKEN'
- $ref: '#/components/parameters/X-Requested-With'
- $ref: '#/components/parameters/client_include'
- name: id
in: path
description: 'The Client Hashed ID'
required: true
schema:
type: string
format: string
example: D2J234DFA
requestBody:
description: Client object that needs to be updated
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/ClientRequest'
responses:
200:
description: 'Returns the client object'
headers:
X-MINIMUM-CLIENT-VERSION:
$ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION'
X-RateLimit-Remaining:
$ref: '#/components/headers/X-RateLimit-Remaining'
X-RateLimit-Limit:
$ref: '#/components/headers/X-RateLimit-Limit'
content:
application/json:
schema:
$ref: '#/components/schemas/Client'
401:
$ref: '#/components/responses/401'
403:
$ref: '#/components/responses/403'
422:
$ref: '#/components/responses/422'
429:
$ref: '#/components/responses/429'
default:
$ref: '#/components/responses/default'
delete:
tags:
- clients
summary: 'Delete client'
description: 'Handles the deletion of a client by id'
operationId: deleteClient
parameters:
- $ref: '#/components/parameters/X-API-TOKEN'
- $ref: '#/components/parameters/X-Requested-With'
- $ref: '#/components/parameters/client_include'
- name: id
in: path
description: 'The Client Hashed ID'
required: true
schema:
type: string
format: string
example: D2J234DFA
responses:
200:
description: 'Returns a HTTP status'
headers:
X-MINIMUM-CLIENT-VERSION:
$ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION'
X-RateLimit-Remaining:
$ref: '#/components/headers/X-RateLimit-Remaining'
X-RateLimit-Limit:
$ref: '#/components/headers/X-RateLimit-Limit'
401:
$ref: '#/components/responses/401'
403:
$ref: '#/components/responses/403'
422:
$ref: '#/components/responses/422'
429:
$ref: '#/components/responses/429'
default:
$ref: '#/components/responses/default'
'/api/v1/clients/{id}/edit':
get:
tags:
- clients
summary: 'Edit Client'
description: 'Displays a client by id, essentially an alias of the show route'
operationId: editClient
parameters:
- $ref: '#/components/parameters/X-API-TOKEN'
- $ref: '#/components/parameters/X-Requested-With'
- $ref: '#/components/parameters/include'
- name: id
in: path
description: 'The Client Hashed ID'
required: true
schema:
type: string
format: string
example: D2J234DFA
responses:
200:
description: 'Returns the client object'
headers:
X-MINIMUM-CLIENT-VERSION:
$ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION'
X-RateLimit-Remaining:
$ref: '#/components/headers/X-RateLimit-Remaining'
X-RateLimit-Limit:
$ref: '#/components/headers/X-RateLimit-Limit'
content:
application/json:
schema:
$ref: '#/components/schemas/Client'
401:
$ref: '#/components/responses/401'
403:
$ref: '#/components/responses/403'
422:
$ref: '#/components/responses/422'
429:
$ref: '#/components/responses/429'
default:
$ref: '#/components/responses/default'
/api/v1/clients/create:
get:
tags:
- clients
summary: 'Blank Client'
description: 'Returns a blank object with default values'
operationId: getClientsCreate
parameters:
- $ref: '#/components/parameters/X-API-TOKEN'
- $ref: '#/components/parameters/X-Requested-With'
- $ref: '#/components/parameters/client_include'
responses:
200:
description: 'A blank client object'
headers:
X-MINIMUM-CLIENT-VERSION:
$ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION'
X-RateLimit-Remaining:
$ref: '#/components/headers/X-RateLimit-Remaining'
X-RateLimit-Limit:
$ref: '#/components/headers/X-RateLimit-Limit'
content:
application/json:
schema:
$ref: '#/components/schemas/Client'
401:
$ref: '#/components/responses/401'
403:
$ref: '#/components/responses/403'
422:
$ref: '#/components/responses/422'
429:
$ref: '#/components/responses/429'
default:
$ref: '#/components/responses/default'
/api/v1/clients/bulk:
post:
tags:
- clients
summary: 'Bulk client actions'
description: 'Archive / Restore / Delete in bulk'
operationId: bulkClients
parameters:
- $ref: '#/components/parameters/X-API-TOKEN'
- $ref: '#/components/parameters/X-Requested-With'
- $ref: '#/components/parameters/index'
requestBody:
description: 'Bulk action array'
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/GenericBulkAction'
responses:
200:
description: 'The Client listresponse'
headers:
X-MINIMUM-CLIENT-VERSION:
$ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION'
X-RateLimit-Remaining:
$ref: '#/components/headers/X-RateLimit-Remaining'
X-RateLimit-Limit:
$ref: '#/components/headers/X-RateLimit-Limit'
content:
application/json:
schema:
$ref: '#/components/schemas/Client'
401:
$ref: '#/components/responses/401'
403:
$ref: '#/components/responses/403'
422:
$ref: '#/components/responses/422'
429:
$ref: '#/components/responses/429'
default:
$ref: '#/components/responses/default'
'/api/v1/clients/{id}/upload':
put:
tags:
- clients
summary: 'Add client document'
description: 'Handles the uploading of a document to a client, please note due to a quirk in REST you will need to use a _method parameter with value of POST'
operationId: uploadClient
parameters:
- $ref: '#/components/parameters/X-API-TOKEN'
- $ref: '#/components/parameters/X-Requested-With'
- $ref: '#/components/parameters/client_include'
- name: id
in: path
description: 'The Client Hashed ID'
required: true
schema:
type: string
format: string
example: D2J234DFA
requestBody:
required: true
content:
multipart/form-data:
schema:
type: object
properties:
_method:
type: string
example: POST
documents:
type: array
items:
format: binary
responses:
200:
description: 'Returns the client object'
headers:
X-MINIMUM-CLIENT-VERSION:
$ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION'
X-RateLimit-Remaining:
$ref: '#/components/headers/X-RateLimit-Remaining'
X-RateLimit-Limit:
$ref: '#/components/headers/X-RateLimit-Limit'
content:
application/json:
schema:
$ref: '#/components/schemas/Client'
401:
$ref: '#/components/responses/401'
403:
$ref: '#/components/responses/403'
422:
$ref: '#/components/responses/422'
429:
$ref: '#/components/responses/429'
default:
$ref: '#/components/responses/default'
'/api/v1/clients/{id}/purge':
post:
tags:
- clients
summary: 'Purge client'
description: |
Handles purging a clients.
Please note this is a destructive action.
This action will remove all data associated with the client and cannot be undone.
operationId: purgeClient
parameters:
- $ref: '#/components/parameters/X-API-TOKEN'
- $ref: '#/components/parameters/X-Requested-With'
- $ref: '#/components/parameters/X-API-PASSWORD'
- $ref: '#/components/parameters/client_include'
- name: id
in: path
description: 'The Client Hashed ID'
required: true
schema:
type: string
format: string
example: D2J234DFA
responses:
200:
description: 'Returns the client object'
headers:
X-MINIMUM-CLIENT-VERSION:
$ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION'
X-RateLimit-Remaining:
$ref: '#/components/headers/X-RateLimit-Remaining'
X-RateLimit-Limit:
$ref: '#/components/headers/X-RateLimit-Limit'
401:
$ref: '#/components/responses/401'
403:
$ref: '#/components/responses/403'
422:
$ref: '#/components/responses/422'
429:
$ref: '#/components/responses/429'
default:
$ref: '#/components/responses/default'
'/api/v1/clients/{id}/{mergeable_client_hashed_id}/merge':
post:
tags:
- clients
summary: 'Merge client'
description: |
Handles merging 2 clients
The id parameter is the client that will be the primary client after the merge has completed.
The mergeable_client_hashed_id is the client that will be merged into the primary client, this clients records will be updated and associated with the primary client.
operationId: mergeClient
parameters:
- $ref: '#/components/parameters/X-API-TOKEN'
- $ref: '#/components/parameters/X-Requested-With'
- $ref: '#/components/parameters/client_include'
- $ref: '#/components/parameters/X-API-PASSWORD'
- name: id
in: path
description: 'The Client Hashed ID'
required: true
schema:
type: string
format: string
example: D2J234DFA
- name: mergeable_client_hashed_id
in: path
description: 'The Mergeable Client Hashed ID'
required: true
schema:
type: string
format: string
example: D2J234DFA
responses:
200:
description: 'Returns the client object'
headers:
X-MINIMUM-CLIENT-VERSION:
$ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION'
X-RateLimit-Remaining:
$ref: '#/components/headers/X-RateLimit-Remaining'
X-RateLimit-Limit:
$ref: '#/components/headers/X-RateLimit-Limit'
401:
$ref: '#/components/responses/401'
403:
$ref: '#/components/responses/403'
422:
$ref: '#/components/responses/422'
429:
$ref: '#/components/responses/429'
default:
$ref: '#/components/responses/default'
/api/v1/client_statement:
post:
tags:
- clients
summary: 'Client statement PDF'
description: 'Return a PDF of the client statement'
operationId: clientStatement
parameters:
- $ref: '#/components/parameters/X-API-TOKEN'
- $ref: '#/components/parameters/X-Requested-With'
- $ref: '#/components/parameters/include'
requestBody:
description: 'Statement Options'
required: true
content:
application/json:
schema:
properties:
start_date:
description: 'The start date of the statement period - format Y-m-d'
type: string
end_date:
description: 'The start date of the statement period - format Y-m-d'
type: string
client_id:
description: 'The hashed ID of the client'
type: string
show_payments_table:
description: 'Flag which determines if the payments table is shown'
type: boolean
show_credits_table:
description: 'Flag which determines if the credits table is shown'
type: boolean
show_aging_table:
description: 'Flag which determines if the aging table is shown'
type: boolean
type: object
responses:
200:
description: 'Returns the client object'
headers:
X-MINIMUM-CLIENT-VERSION:
$ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION'
X-RateLimit-Remaining:
$ref: '#/components/headers/X-RateLimit-Remaining'
X-RateLimit-Limit:
$ref: '#/components/headers/X-RateLimit-Limit'
content:
application/json:
schema:
$ref: '#/components/schemas/Client'
401:
$ref: '#/components/responses/401'
403:
$ref: '#/components/responses/403'
422:
$ref: '#/components/responses/422'
429:
$ref: '#/components/responses/429'
5XX:
description: 'Server error'
default:
$ref: '#/components/responses/default'
/api/v1/reactivate_email/{bounce_id}:
post:
tags:
- clients
summary: 'Removes email suppression of a user in the system'
description: 'Emails are suppressed by PostMark, when they receive a Hard bounce / Spam Complaint. This endpoint allows you to remove the suppression and send emails to the user again.'
operationId: reactivateEmail
parameters:
- $ref: '#/components/parameters/X-API-TOKEN'
- $ref: '#/components/parameters/X-Requested-With'
- $ref: '#/components/parameters/include'
- name: bounce_id
in: path
description: 'The postmark Bounce ID reference'
required: true
schema:
type: string
format: string
example: 123243
responses:
200:
description: 'Success'
headers:
X-MINIMUM-CLIENT-VERSION:
$ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION'
X-RateLimit-Remaining:
$ref: '#/components/headers/X-RateLimit-Remaining'
X-RateLimit-Limit:
$ref: '#/components/headers/X-RateLimit-Limit'
400:
description: 'Postmark exception - generated if the suppression cannot be removed for any reason'
401:
$ref: '#/components/responses/401'
403:
$ref: '#/components/responses/403'
422:
$ref: '#/components/responses/422'
429:
$ref: '#/components/responses/429'
5XX:
description: 'Server error'
default:
$ref: '#/components/responses/default'
/api/v1/clients/{client}/updateTaxData:
post:
tags:
- clients
summary: 'Update tax data'
description: 'Updates the clients tax data - if their address has changed'
operationId: updateClientTaxData
parameters:
- $ref: '#/components/parameters/X-API-TOKEN'
- $ref: '#/components/parameters/X-Requested-With'
- $ref: '#/components/parameters/include'
- name: client
in: path
description: 'The Client Hashed ID reference'
required: true
schema:
type: string
format: string
example: V2J234DFA
responses:
200:
description: 'Success'
headers:
X-MINIMUM-CLIENT-VERSION:
$ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION'
X-RateLimit-Remaining:
$ref: '#/components/headers/X-RateLimit-Remaining'
X-RateLimit-Limit:
$ref: '#/components/headers/X-RateLimit-Limit'
400:
description: 'Postmark exception - generated if the suppression cannot be removed for any reason'
401:
$ref: '#/components/responses/401'
403:
$ref: '#/components/responses/403'
422:
$ref: '#/components/responses/422'
429:
$ref: '#/components/responses/429'
5XX:
description: 'Server error'
default:
$ref: '#/components/responses/default'