openapi: 3.2.0
info:
  title: Models Asset Allocation Templates API
  description: Moment's Models API allows Clients to manage their portfolio models.
  version: 1.0.0
  contact:
    name: Moment Support
    email: support@withmoment.com
    url: https://withmoment.com/support
servers:
- url: https://live.moment-api.com
- url: https://paper.moment-api.com
tags:
- name: Asset Allocation Templates
paths:
  /v1/allocation-template/:
    get:
      tags:
      - Asset Allocation Templates
      summary: List Asset Allocation Templates
      operationId: ListAllocationTemplates
      parameters:
      - name: include_archived
        in: query
        description: Include archived templates in the listing.
        required: false
        schema:
          type: boolean
          default: false
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AllocationTemplateList'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
    post:
      tags:
      - Asset Allocation Templates
      summary: Create an Asset Allocation Template
      description: Creates a template and publishes version 1 atomically. Standalone templates send a config; linked templates send base_template_id plus overrides (may be empty). A template only ever exists published.
      operationId: CreateAllocationTemplate
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateAllocationTemplateRequest'
        required: true
      responses:
        '201':
          description: Template created and version 1 published
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AllocationTemplateDetails'
        '400':
          description: Validation failed - the structured conflicts identify the failing nodes
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AllocationTemplateValidationError'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '404':
          description: Base template not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '409':
          description: Name already taken by a live template, or the base template is archived
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
  /v1/allocation-template/{template_id}/:
    get:
      tags:
      - Asset Allocation Templates
      summary: Get an Asset Allocation Template
      description: Details include the published materialized config, overrides, lineage in both directions, counts, and - when the template needs resolution - the conflict view recomputed against the base's current published version.
      operationId: GetAllocationTemplate
      parameters:
      - $ref: '#/components/parameters/template_id'
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AllocationTemplateDetails'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
    patch:
      tags:
      - Asset Allocation Templates
      summary: Update an Asset Allocation Template's metadata
      description: 'Lightweight name/description edit: does not create a version, but is recorded in the audit history.'
      operationId: UpdateAllocationTemplateMetadata
      parameters:
      - $ref: '#/components/parameters/template_id'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdateAllocationTemplateMetadataRequest'
        required: true
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AllocationTemplateSummary'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '409':
          description: Name already taken by a live template
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
  /v1/allocation-template/{template_id}/archive/:
    post:
      tags:
      - Asset Allocation Templates
      summary: Archive an Asset Allocation Template
      description: Soft delete. Blocked while the template has live linked children (archive children first, leaf to root) or account assignments (unassign them first).
      operationId: ArchiveAllocationTemplate
      parameters:
      - $ref: '#/components/parameters/template_id'
      responses:
        '200':
          description: Archived
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AllocationTemplateSummary'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '409':
          description: Blocked by live linked children or by account assignments
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AllocationTemplateArchiveBlockedError'
  /v1/allocation-template/{template_id}/publish-preview/:
    post:
      tags:
      - Asset Allocation Templates
      summary: Preview an Asset Allocation Template publish
      description: 'Dry-run of the publish walk with zero writes: returns the blast radius (descendants that will auto-update, descendants that will be flagged needs-resolution, and assigned descendants that would be left incomplete) for the review-and-save modal. Any listed conflicts mean the publish itself would fail validation; any listed assigned descendants mean it would be refused.'
      operationId: PreviewAllocationTemplatePublish
      parameters:
      - $ref: '#/components/parameters/template_id'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PublishAllocationTemplateRequest'
        required: true
      responses:
        '200':
          description: Preview computed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PreviewAllocationTemplatePublishResponse'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '409':
          description: Stale current_version_id, or the template is archived
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AllocationTemplatePublishBlockedError'
  /v1/allocation-template/{template_id}/publish/:
    post:
      tags:
      - Asset Allocation Templates
      summary: Publish an Asset Allocation Template
      description: 'Validates and publishes a new version, then re-resolves each live descendant one hop at a time: valid children auto-publish propagated versions, conflicting children freeze with needs_resolution set. The request carries the current_version_id the builder session was seeded from; a mismatch returns 409 so a stale session re-seeds instead of silently overwriting.'
      operationId: PublishAllocationTemplate
      parameters:
      - $ref: '#/components/parameters/template_id'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PublishAllocationTemplateRequest'
        required: true
      responses:
        '200':
          description: Published
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PublishAllocationTemplateResponse'
        '400':
          description: Validation failed and the structured conflicts identify the failing nodes. While the template is assigned to accounts, an unset weight is reported as a conflict.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AllocationTemplateValidationError'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '409':
          description: The publish was refused because the template changed since it was loaded, it is archived, or publishing would leave linked templates that are assigned to accounts with unset weights. The response says which, and names those linked templates.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AllocationTemplatePublishBlockedError'
  /v1/allocation-template/{template_id}/restore/:
    post:
      tags:
      - Asset Allocation Templates
      summary: Restore a previous Asset Allocation Template version
      description: 'Re-publishes an old version''s overrides (standalone: its config) through the publish pipeline against the base''s current published version. When the restored configuration no longer validates, nothing is stored and the conflict view is returned to seed the builder.'
      operationId: RestoreAllocationTemplate
      parameters:
      - $ref: '#/components/parameters/template_id'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/RestoreAllocationTemplateRequest'
        required: true
      responses:
        '200':
          description: Restore evaluated - published reports whether a new version was created
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestoreAllocationTemplateResponse'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '404':
          description: Template or version not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '409':
          description: The template is archived, or the restore would leave linked templates that are assigned to accounts incomplete
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AllocationTemplatePublishBlockedError'
  /v1/allocation-template/{template_id}/unarchive/:
    post:
      tags:
      - Asset Allocation Templates
      summary: Unarchive an Asset Allocation Template
      description: Restores an archived template. A linked template re-resolves against its base's current published version and may re-enter needs_resolution. Blocked while the base is archived or when a live template holds the same name.
      operationId: UnarchiveAllocationTemplate
      parameters:
      - $ref: '#/components/parameters/template_id'
      responses:
        '200':
          description: Unarchived
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AllocationTemplateDetails'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '409':
          description: The base template is archived, or a live template holds the same name
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
  /v1/allocation-template/{template_id}/versions/:
    get:
      tags:
      - Asset Allocation Templates
      summary: List an Asset Allocation Template's versions
      operationId: ListAllocationTemplateVersions
      parameters:
      - $ref: '#/components/parameters/template_id'
      - name: limit
        in: query
        description: Max versions to return (newest first). Defaults to 20, capped at 100.
        required: false
        schema:
          type: integer
          minimum: 1
          maximum: 100
          default: 20
      - name: cursor
        in: query
        description: Opaque pagination cursor from a previous response's next_cursor. Omit for the first (newest) page.
        required: false
        schema:
          type: string
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AllocationTemplateVersionPage'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
  /v1/allocation-template/{template_id}/versions/{version_id}/:
    get:
      tags:
      - Asset Allocation Templates
      summary: Get a single Asset Allocation Template version
      operationId: GetAllocationTemplateVersion
      parameters:
      - $ref: '#/components/parameters/template_id'
      - $ref: '#/components/parameters/version_id'
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AllocationTemplateVersionDetails'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
components:
  schemas:
    AllocationTemplateStrategyEntry:
      description: A reference from a leaf node's menu to an existing strategy, with a relative weight. A 0% weight means the strategy is approved for selection but not allocated by default.
      type: object
      properties:
        strategy_id:
          description: The ID of the referenced strategy
          type: string
        relative_weight:
          description: The entry's share of its menu as a decimal string (never a number). Null means unset.
          type:
          - string
          - 'null'
        min_weight:
          description: Optional lower range bound in relative-weight terms, as a decimal string
          type:
          - string
          - 'null'
        max_weight:
          description: Optional upper range bound in relative-weight terms, as a decimal string
          type:
          - string
          - 'null'
      required:
      - strategy_id
      title: AllocationTemplateStrategyEntry
    RestoreAllocationTemplateConflictView:
      description: The restored configuration re-resolved against today's base, with the failing nodes flagged
      type: object
      properties:
        config:
          $ref: '#/components/schemas/AllocationTemplateConfig'
        overrides:
          $ref: '#/components/schemas/AllocationTemplateOverrides'
        conflicts:
          type: array
          items:
            $ref: '#/components/schemas/AllocationTemplateConflict'
      required:
      - config
      - overrides
      - conflicts
      title: RestoreAllocationTemplateConflictView
    AllocationTemplateNode:
      description: A node in the template tree. It holds either child nodes or a strategy menu, never both; cash holds neither. A model_category is a section defined by strategy tags — those tags filter which strategies show up in menus under it, and at least one is required. Ordinary sections and cash must not carry tags.
      type: object
      properties:
        id:
          description: 'Stable node id (''aatn_'' ULID). Minted server-side for new nodes: omit or send empty on creation, keep it verbatim on later publishes - child overrides are keyed by it.'
          type: string
        name:
          description: Display name; the root node may have an empty name
          type: string
        kind:
          description: What this node is. A node is a free-text section; a model_category is a section defined by strategy tags; cash is the funding buffer.
          type: string
          enum:
          - node
          - model_category
          - cash
        relative_weight:
          description: The node's share of its parent as a decimal string (never a number). Null means unset; the root carries an implicit 100% and keeps this null.
          type:
          - string
          - 'null'
        min_weight:
          description: Optional lower range bound in relative-weight terms, as a decimal string
          type:
          - string
          - 'null'
        max_weight:
          description: Optional upper range bound in relative-weight terms, as a decimal string
          type:
          - string
          - 'null'
        tag_ids:
          description: Strategy tag ids from the tags service. Required on a model_category (at least one). Must be omitted or empty on ordinary sections and cash. A nested model_category cannot reuse a tag already set by an ancestor.
          type: array
          items:
            type: string
        children:
          description: Child nodes; mutually exclusive with strategies
          type: array
          items:
            $ref: '#/components/schemas/AllocationTemplateNode'
        strategies:
          description: The leaf node's strategy menu; mutually exclusive with children
          type: array
          items:
            $ref: '#/components/schemas/AllocationTemplateStrategyEntry'
      required:
      - kind
      title: AllocationTemplateNode
    AllocationTemplatePublishConflictReason:
      description: Why a publish or restore was refused with 409
      type: string
      enum:
      - stale_version
      - archived
      - assigned_descendants_incomplete
      title: AllocationTemplatePublishConflictReason
    AllocationTemplatePublishBlockedError:
      description: A publish or restore refused because of the template's current state. The list of linked templates is filled only when the refusal is about assigned linked templates that would be left with unset weights.
      type: object
      properties:
        error:
          type: string
        error_type:
          type: string
        reason:
          $ref: '#/components/schemas/AllocationTemplatePublishConflictReason'
        blocking_templates:
          description: Linked templates assigned to accounts that the publish would leave incomplete; nothing was written
          type: array
          items:
            $ref: '#/components/schemas/AllocationTemplateSummary'
      required:
      - error
      - error_type
      - reason
      - blocking_templates
      title: AllocationTemplatePublishBlockedError
    AllocationTemplateSummary:
      description: Summary representation used by list rows and lineage entries
      type: object
      properties:
        id:
          description: The ID of the template
          type: string
        name:
          description: The name of the template
          type: string
        description:
          description: The description of the template
          type: string
        template_type:
          description: Whether the template owns its tree or inherits from a base
          type: string
          enum:
          - standalone
          - linked
        base_template_id:
          description: The base template a linked template inherits from
          type:
          - string
          - 'null'
        base_template_name:
          description: The base template's name
          type:
          - string
          - 'null'
        status:
          description: The template's lifecycle status
          type: string
          enum:
          - published
          - needs_resolution
          - archived
        needs_resolution:
          description: True when the published overrides no longer validate against the base's current published version
          type: boolean
        is_incomplete:
          description: True when at least one category or strategy in the template has no weight set. An incomplete template can still be the base for linked templates, but it cannot be assigned to accounts until every weight is filled in.
          type: boolean
        direct_descendant_count:
          description: Number of live templates directly linked to this one
          type: integer
        current_version_id:
          description: The ID of the currently published version
          type:
          - string
          - 'null'
        created_at:
          type: string
          format: date-time
        created_by:
          description: The user who created the template
          allOf:
          - $ref: '#/components/schemas/User'
        updated_at:
          type: string
          format: date-time
        updated_by:
          description: The user who last updated the template
          allOf:
          - $ref: '#/components/schemas/User'
      required:
      - id
      - name
      - description
      - template_type
      - base_template_id
      - base_template_name
      - status
      - needs_resolution
      - is_incomplete
      - direct_descendant_count
      - current_version_id
      - created_at
      - created_by
      - updated_at
      - updated_by
      title: AllocationTemplateSummary
    PreviewAllocationTemplatePublishResponse:
      type: object
      properties:
        auto_update:
          description: Descendants that will auto-publish a propagated version
          type: array
          items:
            $ref: '#/components/schemas/AllocationTemplateSummary'
        needs_resolution:
          description: Descendants that will be flagged needs-resolution
          type: array
          items:
            $ref: '#/components/schemas/AllocationTemplateSummary'
        conflicts:
          description: Validation conflicts in the submitted payload; non-empty means the publish would fail with 400
          type: array
          items:
            $ref: '#/components/schemas/AllocationTemplateConflict'
        assigned_incomplete:
          description: Linked templates assigned to accounts that would be left with unset weights. If any are listed, the publish would be refused.
          type: array
          items:
            $ref: '#/components/schemas/AllocationTemplateSummary'
      required:
      - auto_update
      - needs_resolution
      - conflicts
      - assigned_incomplete
      title: PreviewAllocationTemplatePublishResponse
    AllocationTemplateList:
      type: object
      properties:
        templates:
          type: array
          items:
            $ref: '#/components/schemas/AllocationTemplateSummary'
      required:
      - templates
      title: AllocationTemplateList
    AllocationTemplateVersion:
      description: An immutable published snapshot's metadata
      type: object
      properties:
        id:
          description: The ID of the version
          type: string
        template_id:
          description: The ID of the template
          type: string
        version:
          description: Monotonic version number per template
          type: integer
        origin:
          description: 'How the version came to be: an explicit publish, an upstream-triggered propagation, or a restore'
          type: string
          enum:
          - user_publish
          - propagation
          - restore
        published_by:
          description: The user the publish is attributed to. Propagated versions are attributed to the upstream editor's publish.
          allOf:
          - $ref: '#/components/schemas/User'
        published_at:
          type: string
          format: date-time
        base_version_id:
          description: The base version this snapshot was resolved against (linked templates)
          type:
          - string
          - 'null'
        triggered_by_version_id:
          description: 'For origin=propagation: the originating upstream publish'
          type:
          - string
          - 'null'
        restored_from_version_id:
          description: 'For origin=restore: the version that was restored'
          type:
          - string
          - 'null'
        change_summary:
          $ref: '#/components/schemas/AllocationTemplateChangeSummary'
      required:
      - id
      - template_id
      - version
      - origin
      - published_by
      - published_at
      - base_version_id
      - triggered_by_version_id
      - restored_from_version_id
      - change_summary
      title: AllocationTemplateVersion
    AllocationTemplateVersionDetails:
      description: A single version with its full materialized snapshot
      allOf:
      - $ref: '#/components/schemas/AllocationTemplateVersion'
      - type: object
        properties:
          materialized_config:
            $ref: '#/components/schemas/AllocationTemplateConfig'
          overrides:
            allOf:
            - $ref: '#/components/schemas/AllocationTemplateOverrides'
        required:
        - materialized_config
      title: AllocationTemplateVersionDetails
    CreateAllocationTemplateRequest:
      type: object
      properties:
        name:
          description: The name of the template; unique among the organization's non-archived templates
          type: string
          minLength: 1
        description:
          description: The description of the template
          type: string
        sharing_organization_id:
          description: The organization that owns the template. Defaults to the authenticated user's organization if not provided.
          type:
          - string
          - 'null'
        base_template_id:
          description: 'Create a linked template inheriting from this base. The base is fixed at creation: no re-basing, no detaching.'
          type:
          - string
          - 'null'
        config:
          description: The full tree for a standalone template
          allOf:
          - $ref: '#/components/schemas/AllocationTemplateConfig'
        overrides:
          description: The override set for a linked template; may be empty
          allOf:
          - $ref: '#/components/schemas/AllocationTemplateOverrides'
      required:
      - name
      title: CreateAllocationTemplateRequest
    AllocationTemplateConfig:
      description: A fully materialized template tree. The document root is itself a node.
      type: object
      properties:
        root:
          $ref: '#/components/schemas/AllocationTemplateNode'
      required:
      - root
      title: AllocationTemplateConfig
    AllocationTemplateLineage:
      description: The template's family neighborhood
      type: object
      properties:
        ancestors:
          description: The ancestor chain ordered family root first, direct base last
          type: array
          items:
            $ref: '#/components/schemas/AllocationTemplateSummary'
        children:
          description: Live templates directly linked to this one
          type: array
          items:
            $ref: '#/components/schemas/AllocationTemplateSummary'
      required:
      - ancestors
      - children
      title: AllocationTemplateLineage
    AllocationTemplateArchiveBlockedError:
      description: The template could not be archived because it still has live linked children, accounts assigned to it, or both. The lists below name what has to be dealt with first.
      type: object
      properties:
        error:
          type: string
        error_type:
          type: string
        blocking_templates:
          description: The live linked children that must be archived first
          type: array
          items:
            $ref: '#/components/schemas/AllocationTemplateSummary'
        blocking_assignment_count:
          description: How many accounts are assigned to the template, counted across every organization. All of them must be unassigned before the template can be archived.
          type: integer
        blocking_assignments:
          description: The assigned accounts visible to the caller's organizations. Accounts in other organizations are counted but not listed, so this list can be shorter than the count.
          type: array
          items:
            $ref: '#/components/schemas/AllocationTemplateAssignmentRef'
      required:
      - error
      - error_type
      - blocking_templates
      - blocking_assignment_count
      - blocking_assignments
      title: AllocationTemplateArchiveBlockedError
    AllocationTemplateValidationError:
      description: Structured publish-validation failure
      type: object
      properties:
        error:
          type: string
        error_type:
          type: string
        conflicts:
          type: array
          items:
            $ref: '#/components/schemas/AllocationTemplateConflict'
      required:
      - error
      - error_type
      - conflicts
      title: AllocationTemplateValidationError
    RestoreAllocationTemplateResponse:
      type: object
      properties:
        published:
          description: False when the restored configuration conflicts with today's base (nothing was stored)
          type: boolean
        version:
          description: The newly published restore version, when published
          allOf:
          - $ref: '#/components/schemas/AllocationTemplateVersion'
        conflict_view:
          description: The conflict view seeding the builder, when not published
          allOf:
          - $ref: '#/components/schemas/RestoreAllocationTemplateConflictView'
      required:
      - published
      - version
      - conflict_view
      title: RestoreAllocationTemplateResponse
    PublishAllocationTemplateRequest:
      type: object
      properties:
        current_version_id:
          description: The version ID the builder session was seeded from; a mismatch fails with 409
          type: string
        config:
          description: The full edited tree (standalone templates)
          allOf:
          - $ref: '#/components/schemas/AllocationTemplateConfig'
        overrides:
          description: The edited override set (linked templates)
          allOf:
          - $ref: '#/components/schemas/AllocationTemplateOverrides'
      required:
      - current_version_id
      title: PublishAllocationTemplateRequest
    AllocationTemplateOverrides:
      description: 'A linked template''s delta against its base, keyed by stable node id. Field semantics are tri-state and load-bearing: an absent field inherits from the base, an explicit null is an unset/clear override, a value is an override. Per node: relative_weight/min_weight/max_weight plus a strategies map keyed by strategy id with relative_weight/min_weight/max_weight (value overrides), added (child-added entry), and removed (child-removed base entry). Typed loosely so absent and null survive the wire.'
      type: object
      additionalProperties: true
      x-go-type: stdjson.RawMessage
      x-go-type-import:
        path: encoding/json
        name: stdjson
      title: AllocationTemplateOverrides
    AllocationTemplateDetails:
      description: Full template representation for the details page and mutation responses
      type: object
      properties:
        template:
          $ref: '#/components/schemas/AllocationTemplateSummary'
        total_descendant_count:
          description: Number of live direct and transitive linked descendants
          type: integer
        strategy_entry_count:
          description: Number of strategy entries across the published configuration's menus
          type: integer
        materialized_config:
          description: The frozen published snapshot every reader consumes
          allOf:
          - $ref: '#/components/schemas/AllocationTemplateConfig'
        overrides:
          description: The published override set; null for standalone templates
          allOf:
          - $ref: '#/components/schemas/AllocationTemplateOverrides'
        lineage:
          $ref: '#/components/schemas/AllocationTemplateLineage'
        conflict_view:
          description: Present only while the template needs resolution
          allOf:
          - $ref: '#/components/schemas/AllocationTemplateConflictView'
        sleeve_targets:
          description: The sleeves an account assigned to the published configuration would get, one per funded strategy in tree order, before any account overrides. Null when the configuration has unset weights and cannot be assigned.
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/AllocationTemplateSleeveTarget'
      required:
      - template
      - total_descendant_count
      - strategy_entry_count
      - materialized_config
      - overrides
      - lineage
      - conflict_view
      - sleeve_targets
      title: AllocationTemplateDetails
    AllocationTemplateChangeSummary:
      description: 'Structured diff of a version against its predecessor: added_nodes, removed_nodes, renamed_nodes, weight_changes, range_changes, menu_entry_additions, menu_entry_removals, menu_entry_weight_changes, menu_entry_range_changes.'
      type: object
      additionalProperties: true
      x-go-type: stdjson.RawMessage
      x-go-type-import:
        path: encoding/json
        name: stdjson
      title: AllocationTemplateChangeSummary
    AllocationTemplateConflict:
      description: A validation or resolution conflict identifying a failing node (and optionally a menu entry)
      type: object
      properties:
        node_id:
          description: The ID of the node the conflict is attached to
          type: string
        strategy_id:
          description: The menu entry the conflict is attached to, when applicable
          type:
          - string
          - 'null'
        code:
          description: Machine-readable conflict code
          type: string
          enum:
          - sum_mismatch
          - mixed_unset_group
          - weight_out_of_bounds
          - range_violation
          - empty_leaf_menu
          - empty_node
          - unknown_strategy
          - archived_strategy
          - override_target_missing
          - structure_violation
          - unset_inherited_value
          - incomplete_weights
        message:
          description: Human-readable explanation
          type: string
      required:
      - node_id
      - strategy_id
      - code
      - message
      title: AllocationTemplateConflict
    AllocationTemplateAssignmentRef:
      description: An assignment named as an archive blocker
      type: object
      properties:
        id:
          type: string
        account_id:
          type: string
        status:
          $ref: '#/components/schemas/AllocationTemplateAssignmentStatus'
      required:
      - id
      - account_id
      - status
      title: AllocationTemplateAssignmentRef
    RestoreAllocationTemplateRequest:
      type: object
      properties:
        version_id:
          description: The version to restore
          type: string
          minLength: 1
      required:
      - version_id
      title: RestoreAllocationTemplateRequest
    APIError:
      type: object
      description: Standard error response format returned by all API endpoints.
      properties:
        error:
          type: string
          description: Human-readable error message describing what went wrong.
        error_details:
          description: Additional structured information about the error.
          x-go-type: any
          x-go-type-skip-optional-pointer: true
          x-oapi-codegen-extra-tags:
            exhaustruct: optional
        error_type:
          $ref: '#/components/schemas/ErrorType'
      required:
      - error
      - error_type
    UpdateAllocationTemplateMetadataRequest:
      type: object
      properties:
        name:
          description: The new name of the template
          type: string
          minLength: 1
        description:
          description: The new description of the template
          type: string
      title: UpdateAllocationTemplateMetadataRequest
    AllocationTemplateSleeveTarget:
      description: One funded strategy entry of the configuration, with its weights multiplied down the tree. Shares are percents of the account's managed value as decimal strings (never numbers).
      type: object
      properties:
        node_id:
          type: string
        strategy_id:
          type: string
        absolute_target:
          type: string
        absolute_min:
          description: The lowest share the sleeve may drift to; 0 when unconstrained
          type: string
        absolute_max:
          description: The highest share the sleeve may drift to; 100 when unconstrained
          type: string
      required:
      - node_id
      - strategy_id
      - absolute_target
      - absolute_min
      - absolute_max
      title: AllocationTemplateSleeveTarget
    User:
      type: object
      properties:
        display_name:
          description: The display name of the user
          type: string
        id:
          description: The ID of the user
          type: string
      required:
      - id
      - display_name
    AllocationTemplateVersionPage:
      description: A page of a template's version history, newest first
      type: object
      properties:
        versions:
          type: array
          items:
            $ref: '#/components/schemas/AllocationTemplateVersion'
        next_cursor:
          description: Opaque cursor for the next (older) page. Null when there are no more versions.
          type:
          - string
          - 'null'
      required:
      - versions
      title: AllocationTemplateVersionPage
    AllocationTemplateConflictView:
      description: 'The derived conflict state, recomputed on demand: the published overrides re-resolved against the base''s current published version (best effort), with the failing nodes flagged. Seeds the Resolve builder session.'
      type: object
      properties:
        config:
          $ref: '#/components/schemas/AllocationTemplateConfig'
        conflicts:
          type: array
          items:
            $ref: '#/components/schemas/AllocationTemplateConflict'
      required:
      - config
      - conflicts
      title: AllocationTemplateConflictView
    ErrorType:
      type: string
      description: High-level error category for programmatic error handling.
      enum:
      - invalid_request
      - not_found
      - server_error
      - unauthorized
      - rate_limited
      - forbidden
      - closed
      - not_implemented
      - resource_conflict
      x-enum-varnames:
      - ErrorTypeInvalidRequest
      - ErrorTypeNotFound
      - ErrorTypeServerError
      - ErrorTypeUnauthorized
      - ErrorTypeRateLimited
      - ErrorTypeForbidden
      - ErrorTypeNeedsMarketState
      - ErrorTypeNotImplemented
      - ErrorTypeResourceConflict
    PublishAllocationTemplateResponse:
      type: object
      properties:
        version:
          $ref: '#/components/schemas/AllocationTemplateVersion'
        details:
          $ref: '#/components/schemas/AllocationTemplateDetails'
      required:
      - version
      - details
      title: PublishAllocationTemplateResponse
    AllocationTemplateAssignmentStatus:
      description: Lifecycle status of a template-to-account assignment. assigning, applying and unassigning mean a write to the account is in flight; reading the assignment by id finishes it.
      type: string
      enum:
      - active
      - needs_resolution
      - assigning
      - applying
      - unassigning
      title: AllocationTemplateAssignmentStatus
  parameters:
    version_id:
      name: version_id
      in: path
      required: true
      schema:
        type: string
      description: The ID of the asset allocation template version
    template_id:
      name: template_id
      in: path
      required: true
      schema:
        type: string
      description: The ID of the asset allocation template
x-provenance:
  method: searched
  source: https://docs.moment.com/reference
  harvested: '2026-10-14'
  tool: harvest-readme-openapi.py
  note: Assembled verbatim from the OpenAPI definition ReadMe embeds in each operation page of the provider's developer portal; paths and components merged by API title, nothing authored.
  assembled_from:
  - https://docs.moment.com/reference/archiveallocationtemplate.md
  - https://docs.moment.com/reference/createallocationtemplate.md
  - https://docs.moment.com/reference/createallocationtemplateassignment.md
  - https://docs.moment.com/reference/createmodel.md
  - https://docs.moment.com/reference/deletemodel.md
  - https://docs.moment.com/reference/getallocationtemplate.md
  - https://docs.moment.com/reference/getallocationtemplateassignment.md
  - https://docs.moment.com/reference/getallocationtemplateversion.md
  - https://docs.moment.com/reference/getmodel.md
  - https://docs.moment.com/reference/getmodelhistory.md
  - https://docs.moment.com/reference/listallocationtemplateassignments.md
  - https://docs.moment.com/reference/listallocationtemplates.md
  - https://docs.moment.com/reference/listallocationtemplateversions.md
  - https://docs.moment.com/reference/listmodels.md
  - https://docs.moment.com/reference/previewallocationtemplateassignment.md
  - https://docs.moment.com/reference/previewallocationtemplatepublish.md
  - https://docs.moment.com/reference/previewmodel.md
  - https://docs.moment.com/reference/publishallocationtemplate.md
  - https://docs.moment.com/reference/restoreallocationtemplate.md
  - https://docs.moment.com/reference/unarchiveallocationtemplate.md
  - https://docs.moment.com/reference/unassignallocationtemplateassignment.md
  - https://docs.moment.com/reference/updateallocationtemplateassignment.md
  - https://docs.moment.com/reference/updateallocationtemplatemetadata.md
  - https://docs.moment.com/reference/updatemodel.md
  merge:
    pages: 24
    deduped: 319
    conflicts_kept_first: 0