AlayaCare Billing Periods API

openapi: 3.0.0
info:
  version: 1.0.19-oas3
  title: AlayaCare Accounting Accounts Billing Periods API
  description: '**AlayaCare IDs:**

    The following terms are used to reference IDs that identify resources in AlayaCare:

    - id

    - visit_id

    - premium_id

    - visit_premium_id

    - employee_id

    - cost_centre_id

    - client_id


    **External IDs**

    The following terms are used to reference IDs that identify resources systems external to AlayaCare:

    - employee_external_id

    - client_external_id


    External IDs are required to be unique.

    No other assumptions are made regarding their format they are treated as strings.

    '
servers:
- url: https://example.alayacare.com/ext/api/v2/accounting
security:
- basic_auth: []
tags:
- name: Billing Periods
paths:
  /billing/periods/{billing_period_id}:
    parameters:
    - in: path
      name: billing_period_id
      description: Billing Period ID
      required: true
      schema:
        type: integer
        minimum: 1
    get:
      tags:
      - Billing Periods
      summary: Get a payor invoicing billing period
      responses:
        '200':
          description: the payor invoicing billing period
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PayorInvoicingBillingPeriod'
  /billing/periods/:
    get:
      tags:
      - Billing Periods
      summary: Get a collection of all payor invoicing billing periods
      parameters:
      - $ref: '#/components/parameters/page'
      - $ref: '#/components/parameters/count'
      - $ref: '#/components/parameters/sortBy'
      - $ref: '#/components/parameters/sortOrder'
      - $ref: '#/components/parameters/frequency'
      - $ref: '#/components/parameters/invoiceDateFrom'
      - $ref: '#/components/parameters/invoiceDateTo'
      - $ref: '#/components/parameters/billingPeriodFrom'
      - $ref: '#/components/parameters/billingPeriodTo'
      - $ref: '#/components/parameters/branchId'
      - $ref: '#/components/parameters/searchId'
      responses:
        '200':
          description: the list of payor invoicing billing periods
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PayorInvoicingBillingPeriodCollection'
  /billing/periods/{billing_period_id}/invoices:
    get:
      tags:
      - Billing Periods
      summary: Fetch multiple private pay invoices
      parameters:
      - in: path
        name: billing_period_id
        description: Billing Period ID
        required: true
        schema:
          type: integer
          minimum: 1
      - $ref: '#/components/parameters/count'
      - $ref: '#/components/parameters/page'
      - $ref: '#/components/parameters/clientSearch'
      - $ref: '#/components/parameters/invoiceSearch'
      - $ref: '#/components/parameters/status'
      - $ref: '#/components/parameters/sortOrder'
      - $ref: '#/components/parameters/billToParty'
      - $ref: '#/components/parameters/balanceFrom'
      - $ref: '#/components/parameters/balanceTo'
      - $ref: '#/components/parameters/unpaidBalance'
      - $ref: '#/components/parameters/clientTags'
      - $ref: '#/components/parameters/clientTagMode'
      - name: program_type
        in: query
        required: false
        schema:
          type: string
      - name: program_name_search
        in: query
        required: false
        schema:
          type: string
      - name: master_invoice_id
        in: query
        required: false
        schema:
          type: integer
          minimum: 1
      - name: sort_by
        in: query
        required: false
        schema:
          type: string
          enum:
          - id
          - client_last_name
          - client_first_name
          - client_first_name_last_name
          - client_last_name_first_name
          - client_id,
          - bill_to_party
          - master_invoice_id
          - invoice_number
          - balance
          - total
          - program_type
          - status
      responses:
        '200':
          description: Collection of invoices
          content:
            '*/*':
              schema:
                type: object
                properties:
                  page:
                    type: integer
                    example: 1
                    description: The current page number
                    minimum: 1
                  count:
                    type: integer
                    example: 17
                    description: Number of items in the list (all pages)
                  items_per_page:
                    type: integer
                    example: 10
                    description: number of items per page
                  total_pages:
                    type: integer
                    example: 2
                    description: The total number of pages of that size in the collection
                  items:
                    type: array
                    items:
                      $ref: '#/components/schemas/PrivateInvoicesSchema'
  /billing/periods/invoice/{invoice_id}/details:
    get:
      tags:
      - Billing Periods
      summary: Fetch multiple private pay invoices
      parameters:
      - $ref: '#/components/parameters/sortOrder'
      - name: invoice_id
        in: path
        required: true
        schema:
          type: integer
          minimum: 1
      - name: sort_by
        in: query
        required: false
        schema:
          type: string
          enum:
          - id
          - policy_rank
      responses:
        '200':
          description: the invoice
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/InvoiceQuerySchema'
components:
  parameters:
    billingPeriodTo:
      in: query
      name: billing_period_to
      description: Returns all billing periods that overlap with the entered date range.
      required: false
      schema:
        type: string
    frequency:
      in: query
      name: frequency
      description: Returns all billing periods with that frequency.
      required: false
      schema:
        type: integer
        enum:
        - 1
        - 2
        - 3
    clientSearch:
      name: client_search
      in: query
      required: false
      schema:
        type: string
    unpaidBalance:
      name: unpaid_balance
      in: query
      required: false
      schema:
        type: boolean
    sortOrder:
      in: query
      name: sort_order
      description: Order to sort by
      required: false
      schema:
        type: string
        enum:
        - ASC
        - DESC
        default: ASC
    balanceFrom:
      name: balance_from
      in: query
      required: false
      schema:
        type: number
    status:
      name: status
      in: query
      required: false
      style: form
      explode: false
      schema:
        type: array
        items:
          type: string
          enum:
          - draft
          - revised
          - sent
          - void
          - deleted
          - copy
          - paid
          - written_off
          - suspended
          - rejected
    branchId:
      description: Filter by branch ID
      name: branch_id
      in: query
      required: false
      schema:
        type: integer
        minimum: 1
    count:
      description: Number of items per page.
      name: count
      in: query
      required: false
      schema:
        type: integer
        default: 100
    clientTags:
      name: client_tags
      in: query
      required: false
      style: form
      explode: false
      schema:
        type: array
        items:
          type: string
    invoiceSearch:
      name: invoice_search
      in: query
      required: false
      schema:
        type: string
    balanceTo:
      name: balance_to
      in: query
      required: false
      schema:
        type: number
    invoiceDateTo:
      in: query
      name: invoice_date_to
      description: Returns all billing periods using that Invoice Date within the date range.
      required: false
      schema:
        type: string
        format: date
    searchId:
      in: query
      name: search_id
      description: Partial search on the id field.
      required: false
      schema:
        type: integer
    sortBy:
      in: query
      name: sort_by
      description: Field to sort by
      required: false
      schema:
        type: string
        enum:
        - start_date
        - end_date
        - invoice_date
        default: start_date
    billToParty:
      name: bill_to_party
      in: query
      required: false
      schema:
        type: string
    invoiceDateFrom:
      in: query
      name: invoice_date_from
      description: Returns all billing periods using that Invoice Date within the date range.
      required: false
      schema:
        type: string
        format: date
    billingPeriodFrom:
      in: query
      name: billing_period_from
      description: Returns all billing periods that overlap with the entered date range.
      required: false
      schema:
        type: string
        format: date
    clientTagMode:
      name: client_tag_mode
      in: query
      required: false
      schema:
        type: string
        enum:
        - all
        - any
    page:
      description: Filter by page number.
      name: page
      in: query
      required: false
      schema:
        type: integer
        default: 1
        minimum: 1
  schemas:
    Branch:
      description: AlayaCare branch
      type: object
      properties:
        id:
          type: integer
          description: Branch ID
          example: 1000
          minimum: 1
        name:
          type: string
          description: Branch name
          example: AlayaCare Health
    PrivateInvoicesSchema:
      type: object
      properties:
        invoice_number:
          type: integer
          example: 2348
        invoice_version:
          type: integer
          example: 0
        master_invoice_id:
          type: integer
          example: 12345
          minimum: 1
        status:
          type: string
          example: draft
        balance:
          type: string
          example: '5.00'
        payments:
          type: string
          example: '2.00'
        adjustments:
          type: string
          example: '3.00'
        total:
          type: string
          example: '10.00'
        pdf_url:
          type: string
          example: https://alayacare.com/invoice5283_20190625.pdf
        pdf_url_create_time:
          type: string
          format: date-time
          example: 2018-01-16T14:17:05-0500
        id:
          type: integer
          example: 12
          minimum: 1
        emailed:
          type: boolean
          example: true
        client:
          $ref: '#/components/schemas/ClientSchema'
        program:
          $ref: '#/components/schemas/ProgramSchema'
        payor:
          $ref: '#/components/schemas/PayorSchema'
    User:
      type: object
      properties:
        id:
          type: integer
        first_name:
          type: string
        last_name:
          type: string
    BillToSchema:
      type: object
      properties:
        id:
          type: integer
          example: 12
        name:
          type: string
          example: Funder
        guid:
          type: string
          example: '27990'
        guid_to:
          type: string
          example: '27991'
        is_active:
          type: boolean
          example: true
        import_id:
          type: integer
          example: 123
        remarks:
          type: string
          example: falls prevention program
        contact_type:
          type: string
          example: Referral Contact
        lang:
          type: string
          example: english
        list:
          type: string
          example: Funder List (System)
    InvoiceQuerySchema:
      type: object
      properties:
        id:
          type: integer
          example: 12
          minimum: 1
        status:
          type: string
          example: draft
        invoice_number:
          type: integer
          example: 2348
        invoice_version:
          type: integer
          example: 0
        invoice_date:
          type: string
          format: date
          example: 2018-01-16
        updated_at:
          type: string
          format: date-time
          example: 2018-01-16T14:17:05-0500
        balance:
          type: number
          example: 5
        total:
          type: number
          example: 10
        can_be_written_off:
          type: boolean
          example: false
        can_be_voided:
          type: boolean
          example: false
        can_be_regenerated:
          type: boolean
          example: false
        can_be_paid:
          type: boolean
          example: false
        can_be_deleted:
          type: boolean
          example: false
        can_add_transaction:
          type: boolean
          example: false
        is_ccac_funder:
          type: boolean
          example: false
        is_funder_batched_funder:
          type: boolean
          example: false
        total_visits:
          type: integer
          example: 2
        total_premiums:
          type: integer
          example: 3
        total_supplies:
          type: integer
          example: 4
        total_client_premiums:
          type: integer
          example: 5
        total_income_items:
          type: integer
          example: 6
        visits_and_premiums_subtotal:
          type: number
          example: 10
        supplies_subtotal:
          type: number
          example: 0
        client_premiums_subtotal:
          type: number
          example: 5
        income_items_subtotal:
          type: number
          example: 6
        client_id:
          type: integer
          example: 2
          minimum: 1
        crn:
          type: string
          example: '10009'
          description: Has value only if BPAY FF is ON and is already generated
        taxes:
          $ref: '#/components/schemas/TaxesSchema'
        bill_to:
          $ref: '#/components/schemas/BillToSchema'
        pdf_url:
          type: string
          example: /path/to/file.pdf
        invoice_items:
          type: array
          items:
            $ref: '#/components/schemas/InvoiceItemSchema'
    PayorInvoicingBillingPeriod:
      type: object
      properties:
        id:
          type: integer
          minimum: 1
        branch:
          $ref: '#/components/schemas/Branch'
        create_user:
          $ref: '#/components/schemas/User'
        update_user:
          $ref: '#/components/schemas/User'
        close_user:
          $ref: '#/components/schemas/User'
        create_time:
          type: string
          format: date-time
        update_time:
          type: string
          format: date-time
        closed_at:
          type: string
          format: date-time
        guid:
          type: integer
        start_date:
          type: string
          format: date
        end_date:
          type: string
          format: date
        back_billing_date:
          type: string
          format: date
          nullable: true
          example: null
        invoice_date:
          type: string
          format: date
        idstatus:
          type: integer
          example: null
        overtime_check:
          type: boolean
          example: null
        is_closed:
          type: boolean
          example: false
        allow_shift_creation:
          type: boolean
          example: true
        type:
          type: string
          enum:
          - legacy
          - payor_invoicing
          example: payor_invoicing
        frequency:
          type: integer
          description: Displays the Billing Frequency selected
        job_id:
          type: integer
        invoice_count:
          type: integer
          description: Count of invoices in any status
        draft_invoice_count:
          type: integer
          description: Count of invoices in Draft status
        sent_invoice_count:
          type: integer
          description: Count of invoices in Sent status = Sent, Paid, Write-Off
        deleted_invoice_count:
          type: integer
          description: Count of invoices in Deleted status
        is_first:
          type: boolean
          description: Boolean indicating if the program billing period is the first for that Branch - Frequency
        is_latest:
          type: boolean
          description: Boolean indicating if the program billing period is the latest for that Branch - Frequency
        funder_filters:
          type: array
          items:
            $ref: '#/components/schemas/FunderWithGuidSchema'
        payor_type_filters:
          type: array
          items:
            type: string
            example: individual_invoices
    TaxesSchema:
      type: object
      properties:
        taxtotal:
          type: number
          example: 2
        types:
          $ref: '#/components/schemas/TaxTypesSchema'
    FunderWithGuidSchema:
      allOf:
      - $ref: '#/components/schemas/FunderStub'
      - type: object
        properties:
          guid:
            type: integer
            example: 9
    BillingContactSchema:
      type: object
      properties:
        id:
          type: integer
          example: 16
        first_name:
          type: string
          example: Jane
        last_name:
          type: string
          example: Jones
        address:
          type: string
          example: 12 crescent street
        address_suite:
          type: string
          example: app. 1B
        city:
          type: string
          example: Cityville
        state:
          type: string
          example: Quebec
        zip:
          type: string
          example: H1H1H1
        country:
          type: string
          example: Canada
        phone_main:
          type: string
          example: '5141234567'
    ClientSchema:
      type: object
      properties:
        id:
          type: integer
          example: 16
          minimum: 1
        first_name:
          type: string
          example: Jane
        last_name:
          type: string
          example: Jones
    InvoiceItemSchema:
      type: object
      properties:
        id:
          type: integer
          example: 12
          minimum: 1
        invoice_id:
          type: integer
          example: 12
          minimum: 1
        source_id:
          type: integer
          example: 12
        subtotal:
          type: number
          format: double
          example: 10.0
        total_cost:
          type: number
          format: double
          example: 3.0
        total_taxes:
          type: number
          format: double
          example: 3.0
        total:
          type: number
          format: double
          example: 13.0
        ajdustment_type:
          type: string
          example: adjustment
        create_user_id:
          type: integer
          example: 2
          minimum: 1
        created_at:
          type: string
          format: date-time
          example: 2018-01-16T14:17:05-0500
        gl_asset_acc_account_id:
          type: integer
          example: 2
          minimum: 1
        gl_revenue_acc_account_id:
          type: integer
          example: 2
          minimum: 1
        item_end_at:
          type: string
          format: date
          example: 2018-01-16T14:17:05-0500
        item_start_at:
          type: string
          format: date
          example: 2018-01-16T14:16:05-0500
        memo:
          type: string
          example: memo
        policy_version_id:
          type: integer
          example: 2
          minimum: 1
        quantity:
          type: number
          format: double
          example: 2.0
        quantity_units:
          type: string
          example: hours
        receivables_cost_centre_id:
          type: integer
          example: 2
          minimum: 1
        taxable:
          type: boolean
          example: true
        type:
          type: string
          example: visit
        unitprice:
          type: number
          format: double
          example: 2.0
        updated_at:
          type: string
          format: date-time
          example: 2018-01-16T14:17:05-0500
        update_user_id:
          type: integer
          example: 2
          minimum: 1
        voided_by_id:
          type: integer
          example: 2
          minimum: 1
        payor:
          $ref: '#/components/schemas/PayorSchema'
    TaxTypesSchema:
      type: object
      properties:
        name:
          type: string
          example: HST
        total:
          type: number
          example: 2
    ProgramSchema:
      type: object
      properties:
        id:
          type: integer
          example: 12345
          minimum: 1
        client:
          $ref: '#/components/schemas/ClientSchema'
        program_type:
          type: string
          example: LTCI
        name:
          type: string
          example: Long Term Care Insurance
        guarantor_funder:
          type: object
          properties:
            id:
              type: integer
              example: 111
            code:
              type: string
              example: GF1
            name:
              type: string
              example: Some Funder
        guarantor_billing_contact:
          type: object
          properties:
            id:
              type: integer
              example: 111
            first_name:
              type: string
              example: Bruce
            last_name:
              type: string
              example: Lee
        client_billing_cycle:
          type: integer
          example: 999
          minimum: 1
    PayorInvoicingBillingPeriodCollection:
      type: object
      properties:
        count:
          type: integer
        page:
          type: integer
          minimum: 1
        items_per_page:
          type: integer
        total_pages:
          type: integer
        items:
          type: array
          items:
            $ref: '#/components/schemas/PayorInvoicingBillingPeriod'
    PayorSchema:
      type: object
      properties:
        id:
          type: integer
          example: 1
          minimum: 1
        checksum:
          type: integer
          example: 7
        client:
          $ref: '#/components/schemas/ClientSchema'
        funder:
          $ref: '#/components/schemas/FunderStub'
        billing_contact:
          $ref: '#/components/schemas/BillingContactSchema'
    FunderStub:
      type: object
      properties:
        id:
          type: integer
          example: 8
          minimum: 1
        code:
          type: string
          example: Some Funder
        name:
          type: string
          example: Some Funder
        description:
          type: string
          example: Some Funder
        invoicing_model:
          type: string
          example: funder_individual
  securitySchemes:
    basic_auth:
      type: http
      description: Basic HTTP auth over https
      scheme: basic