openapi: 3.0.0
info:
  title: Dotfile API — Client portal
  description: Dotfile public API — Client portal operations. Split by tag from the OpenAPI Dotfile publishes at https://docs.dotfile.com/openapi/%EF%B8%8F-api-specifications.json
    (discovered via https://docs.dotfile.com/.well-known/api-catalog). Content is verbatim; only the tag partition is ours.
  version: v1
  contact:
    name: Dotfile Support
    email: support@dotfile.com
    url: https://docs.dotfile.com/reference/getting-help
servers:
- url: https://api.dotfile.com
  description: Production environment
tags:
- name: Client portal
security:
- DotfileAPIKey: []
paths:
  /v1/cases/{id}/share-client-portal-link:
    post:
      operationId: client-portal-share-client-portal-link
      summary: Share client portal link
      description: "Generate an authenticated link to access a client portal for a business contact.\n\n---\n\n#### See also\
        \  \nLearn more about [Cases](./cases-guide)  \n"
      parameters:
      - name: id
        required: true
        in: path
        description: Id of the case
        schema:
          format: uuid
          type: string
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ClientPortalShareLink'
      responses:
        '201':
          description: '**ℹ️ Click to see full payload**'
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ClientPortalShareLinkResponse'
        '400':
          description: "The request is either malformed or contain invalid parameters.\n\n  - Make sure the identifier specified\
            \ in the URL is a valid UUID\n  - Make sure the body payload matches the expected schema\n  - Make sure that the\
            \ client portal is online\n  - If `business_contact_id` is specified, the individual must belong to the case,\
            \ be relevant, and have an email address. If not already a business contact, they will be marked as one\n  - If\
            \ `business_contact_id` is not specified, the case must have a business contact\n  "
        '404':
          description: No case, client portal or business contact can be found.
      tags:
      - Client portal
  /v1/cases/{id}/complete-client-portal-wait-step:
    post:
      operationId: client-portal-complete-client-portal-wait-step
      summary: Complete client portal wait step
      description: "On a case in `draft` status, mark wait steps of client portal as completed\n\n---\n\n#### See also  \n\
        Learn more about [Cases](./cases-guide)  \n"
      parameters:
      - name: id
        required: true
        in: path
        description: Id of the case
        schema:
          format: uuid
          type: string
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CompleteClientPortalWaitStepInput'
      responses:
        '200':
          description: '**ℹ️ Click to see full payload**'
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CompleteClientPortalWaitStepResponse'
        '400':
          description: "The request is either malformed or contain invalid parameters.\n\n  - Make sure the identifier specified\
            \ in the URL is a valid UUID\n  - Make sure the body payload matches the expected schema\n  - Case status is not\
            \ `draft`\n  "
        '404':
          description: No case can be found.
      tags:
      - Client portal
  /v1/client-portals:
    get:
      operationId: client-portal-get-many
      summary: Return a list of all client portals
      description: "#### See also  \nLearn more about [Client portals](./client-portals-guide)  \n"
      parameters:
      - name: name
        required: false
        in: query
        description: "Filter items by the `name.{operator}` field.  \nYou can use the `eq`, `not_eq`, `like` and `ilike` operators,\
          \ the `eq` operator being the default."
        schema:
          type: string
      - name: status
        required: false
        in: query
        description: "Filter items by the `status.{operator}` field.  \nYou can use the `eq`, `not_eq`, `in` and `not_in`\
          \ operators, the `eq` operator being the default.  \nComma separated for multiple values (`in` and `not_in`)."
        schema:
          type: string
          enum:
          - offline
          - online
      - name: default_language
        required: false
        in: query
        description: "Filter items by the `default_language.{operator}` field.  \nYou can use the `eq`, `not_eq`, `like` and\
          \ `ilike` operators, the `eq` operator being the default."
        schema:
          type: string
      - name: created_at
        required: false
        in: query
        description: "Filter items by the `created_at.{operator}` field.  \nYou can use the `eq`, `not_eq`, `gt`, `gte`, `lt`\
          \ and `lte` operators, the `eq` operator being the default."
        schema:
          type: string
          pattern: ^[0-9]{4}-[0-9]{2}-[0-9]{2}(T[0-9]{2}:[0-9]{2}:[0-9]{2}(\.[0-9]{1,3})?(Z|([0-9]{2}:[0-9]{2}))?)?$
          example:
          - '2023-01-31'
          - '2023-01-31T13:30:00Z'
          - '2023-01-31T13:30:00.000Z'
          description: Date (`yyyy-MM-dd` eg `2023-01-31`) or date time (`yyyy-MM-ddTHH:mm:ss.S+X` eg `2023-01-31T13:30:00.000Z`)
            in format [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601)
      - name: updated_at
        required: false
        in: query
        description: "Filter items by the `updated_at.{operator}` field.  \nYou can use the `eq`, `not_eq`, `gt`, `gte`, `lt`\
          \ and `lte` operators, the `eq` operator being the default."
        schema:
          type: string
          pattern: ^[0-9]{4}-[0-9]{2}-[0-9]{2}(T[0-9]{2}:[0-9]{2}:[0-9]{2}(\.[0-9]{1,3})?(Z|([0-9]{2}:[0-9]{2}))?)?$
          example:
          - '2023-01-31'
          - '2023-01-31T13:30:00Z'
          - '2023-01-31T13:30:00.000Z'
          description: Date (`yyyy-MM-dd` eg `2023-01-31`) or date time (`yyyy-MM-ddTHH:mm:ss.S+X` eg `2023-01-31T13:30:00.000Z`)
            in format [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601)
      - name: sort
        required: false
        in: query
        description: "Use this parameter to sort query results.  \nIf not specified, sorted in _ascending_ order with values\
          \ of field `created_at`.  \nAvailable fields are `created_at`."
        schema:
          default: created_at
          type: string
        examples:
          created_at:
            summary: Sort by values of the "created_at" field in ascending order
            value: created_at
          created_at_descending:
            summary: Sort by values of the "created_at" field in descending order
            value: created_at.desc
      - name: page
        required: false
        in: query
        description: "Query response is paginated.  \nUse this parameter to choose which page you want to display.  \nPage\
          \ index starts at 1 (the default)."
        schema:
          default: 1
          type: number
          minimum: 1
      - name: limit
        required: false
        in: query
        description: "Query response is paginated.  \nUse this parameter to choose the number of items per page.  \nLimit\
          \ defaults to 20, maximum value is 100."
        schema:
          type: number
          default: 20
          minimum: 1
          maximum: 100
      responses:
        '200':
          description: 'List of client portals in the workspace


            **ℹ️ Click to see full payload**'
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ClientPortalList'
        '400':
          description: "The request is either malformed or contain invalid parameters.\n\n  - One or multiple filtering parameters\
            \ might be malformed. Make sure to use a supported operator and value for each filter.\n  - If specified, make\
            \ sure the value of the `page` or `limit` query parameter are valid.\n  - Value of the `sort` parameter is invalid.\
            \ Make sure the field name is supported, the sorting order is correctly specified, and a same field is not used\
            \ multiple times for sorting.\n  "
      tags:
      - Client portal
components:
  securitySchemes:
    DotfileAPIKey:
      type: apiKey
      in: header
      name: X-DOTFILE-API-KEY
      description: Configure your api key in the Workspace settings