openapi: 3.0.0
info:
  description: Api Documentation
  version: '1.0'
  title: Api Documentation Accounts allocation-api-controller-v-3 API
  termsOfService: urn:tos
  contact: {}
  license:
    name: Apache 2.0
    url: http://www.apache.org/licenses/LICENSE-2.0
servers:
- url: https://service.chromeriver.com
tags:
- name: allocation-api-controller-v-3
  description: V3 endpoints include better support and error handling for allocation user defined attributes (UDA).
paths:
  /v3/allocations:
    get:
      tags:
      - allocation-api-controller-v-3
      summary: Get list of allocations
      description: This web service allows an external application to get list of allocation details
      operationId: getAllocationsUsingGET_1
      parameters:
      - name: allocation-number
        in: query
        description: Unique allocation number
        required: false
        allowEmptyValue: false
        schema:
          type: string
      - name: chain-id
        in: header
        description: Used for tracking the flow of the request
        required: false
        schema:
          type: string
      - name: client-number
        in: query
        description: Unique Client number
        required: false
        allowEmptyValue: false
        schema:
          type: string
      - name: closed
        in: query
        description: Allocation is closed
        required: false
        allowEmptyValue: false
        schema:
          type: boolean
      - name: customer-code
        in: header
        description: Unique customer identifier provided by Chrome River
        required: true
        schema:
          type: string
      - name: deleted
        in: query
        description: Allocation is deleted
        required: false
        allowEmptyValue: false
        schema:
          type: boolean
      - name: page
        in: query
        description: Starting page number for getting parts of results
        required: false
        allowEmptyValue: false
        schema:
          type: integer
          format: int32
      - name: pageSize
        in: query
        description: Size of page for getting parts of results
        required: false
        allowEmptyValue: false
        schema:
          type: integer
          format: int32
      - name: x-api-key
        in: header
        description: API key for Authentication
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/AllocationView'
        '400':
          description: Customer Code is invalid.
        '401':
          description: Customer Code is not authorized.  Cannot get allocation details.
        '503':
          description: Service unavailable.
      deprecated: false
    post:
      tags:
      - allocation-api-controller-v-3
      summary: Create/update list of allocations
      description: This web service allows an external application to create/update list of allocations.
      operationId: bulkUpsertAllocationsUsingPOST_1
      parameters:
      - name: chain-id
        in: header
        description: Used for tracking the flow of the request
        required: false
        schema:
          type: string
      - name: customer-code
        in: header
        description: Unique customer identifier provided by Chrome River
        required: true
        schema:
          type: string
      - name: x-api-key
        in: header
        description: API key for Authentication
        required: true
        schema:
          type: string
      requestBody:
        $ref: '#/components/requestBodies/AllocationViewArray'
      responses:
        '200':
          description: Allocations are created/updated successfully.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ApiResponse'
        '207':
          description: Some of the allocations are created/updated successfully and the remaining allocations are skipped due to error.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ApiResponse'
        '400':
          description: Customer Code is invalid.
        '401':
          description: Customer Code is not authorized.  Cannot create/update allocations.
        '422':
          description: Allocations are skipped due to error.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ApiResponse'
        '503':
          description: Service unavailable.
      deprecated: false
  /v3/allocations/entity:
    post:
      tags:
      - allocation-api-controller-v-3
      summary: Create matter on select
      description: This web service allows an external application to create a matter on select.
      operationId: createMatterOnSelectUsingPOST
      parameters:
      - name: customer-code
        in: header
        description: Unique customer identifier provided by Chrome River
        required: true
        schema:
          type: string
      - name: x-api-key
        in: header
        description: API key for Authentication
        required: true
        schema:
          type: string
      requestBody:
        $ref: '#/components/requestBodies/MatterOnSelect'
      responses:
        '200':
          description: Matter On Select Created
          content:
            application/json:
              schema:
                type: object
        '404':
          description: Matter Not Found
        '412':
          description: Matter On Select Already Exists
      deprecated: false
    put:
      tags:
      - allocation-api-controller-v-3
      summary: Update matter on select
      description: This web service allows an external application to update a matter on select.
      operationId: updateMatterOnSelectUsingPUT
      parameters:
      - name: customer-code
        in: header
        description: Unique customer identifier provided by Chrome River
        required: true
        schema:
          type: string
      - name: x-api-key
        in: header
        description: API key for Authentication
        required: true
        schema:
          type: string
      requestBody:
        $ref: '#/components/requestBodies/MatterOnSelect'
      responses:
        '200':
          description: Matter On Select Updated
          content:
            application/json:
              schema:
                type: object
        '404':
          description: Matter Not Found
      deprecated: false
  /v3/allocations/matterFilter:
    post:
      tags:
      - allocation-api-controller-v-3
      summary: Update matter filter
      description: This web service allows an external application to update a matter filter.
      operationId: updateMatterFilterUsingPOST
      parameters:
      - name: customer-code
        in: header
        description: Unique customer identifier provided by Chrome River
        required: true
        schema:
          type: string
      - name: x-api-key
        in: header
        description: API key for Authentication
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/MatterFilter'
        description: matterFilter
        required: true
      responses:
        '200':
          description: Matter Filter Updated
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/MatterTO'
        '404':
          description: Matter Not Found
      deprecated: false
  /v3/allocations/search:
    get:
      tags:
      - allocation-api-controller-v-3
      summary: Search for list of allocations
      description: This web service allows an external application to search for list of allocation details
      operationId: searchAllocationsUsingGET
      parameters:
      - name: chain-id
        in: header
        description: Used for tracking the flow of the request
        required: false
        schema:
          type: string
      - name: customer-code
        in: header
        description: Unique customer identifier provided by Chrome River
        required: true
        schema:
          type: string
      - name: pageNum
        in: query
        description: Starting record number for getting parts of results
        required: false
        allowEmptyValue: false
        schema:
          type: integer
          format: int32
      - name: pageSize
        in: query
        description: Size of page for getting parts of results
        required: false
        allowEmptyValue: false
        schema:
          type: integer
          format: int32
      - name: searchTerm
        in: query
        description: Search string for allocation search
        required: false
        allowEmptyValue: false
        schema:
          type: string
      - name: x-api-key
        in: header
        description: API key for Authentication
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AllocationPaginationResponse'
        '400':
          description: Customer Code is invalid.
        '401':
          description: Customer Code is not authorized.  Cannot get allocation details.
        '404':
          description: No allocation exists for the Allocation Number and Client Number as requested. Please try again.
        '503':
          description: Service unavailable.
      deprecated: false
components:
  schemas:
    PaginationMetadata:
      type: object
      properties:
        pageNumber:
          type: integer
          format: int32
          example: 1
          description: Requested page number.
        pageSize:
          type: integer
          format: int32
          example: 10
          description: Actual page size.
        totalPages:
          type: integer
          format: int32
          example: 1
          description: Total pages (in actual size) in response.
        totalRecords:
          type: integer
          format: int32
          example: 1
          description: Total records of allocation in response
      title: PaginationMetadata
    EntityTO:
      type: object
      properties:
        code:
          type: string
        entityId:
          type: integer
          format: int32
        entityType:
          $ref: '#/components/schemas/EntityTypeTO'
        extraData1:
          type: string
        extraData2:
          type: string
        extraData3:
          type: string
        extraData4:
          type: string
        extraData5:
          type: string
        name:
          type: string
        order:
          type: integer
          format: int32
      title: EntityTO
    UDAPerson:
      type: object
      properties:
        name:
          type: string
        personUniqueId:
          type: string
      title: UDAPerson
    MatterOnSelect:
      type: object
      properties:
        entityTypeCode:
          type: string
        matterUniqueID:
          type: string
      title: MatterOnSelect
    AllocationEntity:
      type: object
      properties:
        name:
          type: string
        value:
          type: string
      title: AllocationEntity
    MatterTO:
      type: object
      properties:
        action:
          type: string
          enum:
          - upsert
          - delete
        allocationEntities:
          type: array
          description: List of allocation entities.
          items:
            $ref: '#/components/schemas/EntityTO'
        allocationId:
          type: string
          example: 48008116
          description: Unique identifier for the allocation.
        allocationName:
          type: string
          example: Bank-NYC-Sales
          description: Corresponding Allocation name.
        allocationNumber:
          type: string
          example: '1000-20-50'
          description: Unique Allocation number.
        clientName:
          type: string
          example: TCC CHARGE
          description: Corresponding Client name.
        clientNumber:
          type: string
          example: '0001'
          description: Unique Client number.
        closedDate:
          type: string
          example: 2016-09-28 18:46:19:000
          description: Allocation is unavailable for selection after the closedDate.
        createSource:
          type: string
        currency:
          type: string
          example: USD
          description: 'Currency code of the Allocation. Format: ISO 4217 code (alpha)'
        currencyCode:
          type: string
        customerId:
          type: integer
          format: int32
        entity1:
          type: string
        entity2:
          type: string
        entity3:
          type: string
        extraLineItemData1LegalValues:
          type: string
        filterTerms1:
          type: array
          description: List of search terms used for 1st allocation filter.
          items:
            $ref: '#/components/schemas/Map_string_string_'
        filterTerms2:
          type: array
          description: List of search terms used for 2nd allocation filter.
          items:
            $ref: '#/components/schemas/Map_string_string_'
        glAccount:
          type: string
          example: '1000-20-50'
          description: General Ledger Account.
        isBillable:
          type: boolean
        languageCode:
          type: string
        locale:
          type: string
          example: en
          description: 'Language of the Allocation. Format: ISO 639-1 (2-letter code)'
        onSelect1EntityTypeCode:
          type: string
          example: false
          description: Entity Type that will be linked to the allocation On Select 1.
        onSelect2EntityTypeCode:
          type: string
          example: DEP
          description: Entity Type that will be linked to the allocation On Select 2.
        parentClientNumber:
          type: string
          example: 10001
          description: Optional Parent Grouping Identifier.
        project:
          type: string
          example: XYZ
          description: Used for General Ledger Project Mapping.
        routeIndependent:
          type: boolean
          example: true
          description: Assigns the status of a allocation to treat uniquely when it is considered billable.
        search1:
          type: string
        search2:
          type: string
        startDate:
          type: string
          example: 2016-09-28 18:46:19:000
          description: Allocation is available for selection from the startDate.
        type:
          type: string
          example: GL
          description: Allocation type.
        udaPersons:
          type: array
          description: List of PersonUniqueIDs used for allocation assignment.
          items:
            $ref: '#/components/schemas/PersonTO'
        udas:
          type: array
          description: List of User Defined Attributes.
          items:
            $ref: '#/components/schemas/MatterUDATO'
        udf1:
          type: string
        udf1PersonUniqueID:
          type: string
        udf2:
          type: string
        udf2PersonUniqueID:
          type: string
        udf3:
          type: string
        udf3PersonUniqueID:
          type: string
        udf4:
          type: string
      title: MatterTO
    ApiResponse:
      type: object
      properties:
        allocationId:
          type: string
          example: 1000-001_cn1000
          description: Unique identifier for the allocation.
        errorMessage:
          type: string
          example: Invalid entity1 specified.
          description: Error message for the failed allocation.
        result:
          type: string
          example: SUCCESS
          description: Status of the allocation.
          enum:
          - SUCCESS
          - FAIL
      title: ApiResponse
    EntityTypeTO:
      type: object
      properties:
        code:
          type: string
        entityTypeId:
          type: integer
          format: int32
        name:
          type: string
      title: EntityTypeTO
    AllocationPaginationResponse:
      type: object
      properties:
        allocations:
          type: array
          description: List of allocations.
          items:
            $ref: '#/components/schemas/ResponseAllocationView'
        meta:
          $ref: '#/components/schemas/PaginationMetadata'
      title: AllocationPaginationResponse
    AllocationView:
      type: object
      properties:
        allocationEntities:
          type: array
          description: List of allocation entities.
          items:
            $ref: '#/components/schemas/AllocationEntity'
        allocationName:
          type: string
          example: AUTOAPPROVE (BY)
          description: Corresponding Allocation name.
        allocationNumber:
          type: string
          example: 1000-001
          description: Unique Allocation number.
        clientName:
          type: string
          example: Autoapprove
          description: Corresponding Client name.
        clientNumber:
          type: string
          example: cn1000
          description: Unique Client number.
        closedDate:
          type: string
          example: 2017-10-18 18:46:19+00:00
          description: Allocation is unavailable for selection after the closedDate.
        currency:
          type: string
          example: USD
          description: 'Currency code of the Allocation. Format: ISO 4217 code (alpha)'
        extraLineItemData1LegalValues:
          type: string
          example: 00,10,20,30,40
          description: List of valid GLDept values that may be selected along with this specific allocation. Must map to customer's CodeType.  Values separated by commas
        filterTerms1:
          type: array
          description: List of search terms used for 1st allocation filter.
          items:
            type: string
        filterTerms2:
          type: array
          description: List of search terms used for 2nd allocation filter.
          items:
            type: string
        glAccount:
          type: string
          example: test GL
          description: General Ledger Account.
        locale:
          type: string
          example: en
          description: 'Language of the Allocation. Format: ISO 639-1 (2-letter code)'
        onSelect1EntityTypeCode:
          type: string
          example: false
          description: Entity Type that will be linked to the allocation On Select 1.
        onSelect2EntityTypeCode:
          type: string
          example: DEP
          description: Entity Type that will be linked to the allocation On Select 2.
        parentClientNumber:
          type: string
          example: cn1000
          description: Optional Parent Grouping Identifier.
        routeIndependent:
          type: boolean
          example: true
          description: Assigns the status of an allocation to treat uniquely when it is considered billable.
        startDate:
          type: string
          example: 2017-10-18 18:46:19+00:00
          description: Allocation is available for selection from the startDate.
        type:
          type: string
          example: B
          description: Allocation type.
        udaPersons:
          type: array
          description: List of PersonUniqueIDs used for allocation assignment.
          items:
            $ref: '#/components/schemas/UDAPerson'
        udas:
          type: array
          description: List of User Defined Attributes.
          items:
            $ref: '#/components/schemas/AllocationUDA'
      title: AllocationView
    MatterFilter:
      type: object
      properties:
        matterUniqueID:
          type: string
        search1:
          type: string
        search2:
          type: string
      title: MatterFilter
    Map_string_string_:
      type: object
      title: Map«string,string»
      additionalProperties:
        type: string
    ResponseAllocationView:
      type: object
      properties:
        allocationId:
          type: string
          example: 1000-001_0222
          description: Unique Allocation ID.
        allocationName:
          type: string
          example: AUTOAPPROVE (BY)
          description: Corresponding Allocation name.
        allocationNumber:
          type: string
          example: 1000-001
          description: Unique Allocation number.
        clientName:
          type: string
          example: Autoapprove
          description: Corresponding Client name.
        entityTypeId1:
          type: integer
          format: int32
          example: 100500
          description: Corresponding OnSelect Entity1 ID.
        entityTypeId2:
          type: integer
          format: int32
          example: 100500
          description: Corresponding OnSelect Entity2 ID.
        isRecent:
          type: boolean
          example: true
          description: Corresponding isRecent
      title: ResponseAllocationView
    AllocationUDA:
      type: object
      properties:
        name:
          type: string
        value:
          type: string
      title: AllocationUDA
    MatterUDATO:
      type: object
      properties:
        action:
          type: string
          enum:
          - upsert
          - delete
        dataType:
          type: string
        name:
          type: string
        udaName:
          type: string
        udaValue:
          type: string
        value:
          type: string
      title: MatterUDATO
    PersonTO:
      type: object
      properties:
        name:
          type: string
        personId:
          type: string
      title: PersonTO
  requestBodies:
    MatterOnSelect:
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/MatterOnSelect'
      description: matterOnSelect
      required: true
    AllocationViewArray:
      content:
        application/json:
          schema:
            type: array
            items:
              $ref: '#/components/schemas/AllocationView'
      description: List of allocations
      required: true