Conga Custom Plans API

Controller for managing generic custom billing plans. Provides endpoints to create, retrieve, and delete custom plans.

Operations 3

DELETE /custom-plans Delete custom plan records
POST /custom-plans/search Retrieve custom plans and their line items
GET /custom-plans/{customPlanId} Retrieve a custom plan record

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OpenAPI Specification

conga-custom-plans-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Billing Management Custom Plans API
  version: 1.0.0
  description: 'Controller for managing generic custom billing plans.

    Provides endpoints to create, retrieve, and delete custom plans.'
servers:
- url: https://rls.congacloud.com/api/billing/v1
security:
- Bearer: []
tags:
- name: Custom Plans
  description: 'Controller for managing generic custom billing plans.

    Provides endpoints to create, retrieve, and delete custom plans.'
paths:
  /custom-plans:
    delete:
      tags:
      - Custom Plans
      summary: Delete custom plan records
      description: Deletes one or more custom plans along with their associated plan line items.
      requestBody:
        description: A list of custom plan identifiers to delete
        content:
          application/json:
            schema:
              type: array
              items:
                type: string
          text/json:
            schema:
              type: array
              items:
                type: string
          application/*+json:
            schema:
              type: array
              items:
                type: string
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ResponseWrapper'
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ResponseWrapper'
            text/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ResponseWrapper'
        '207':
          description: Multi-Status
          content:
            text/plain:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ResponseWrapper'
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ResponseWrapper'
            text/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ResponseWrapper'
        '400':
          description: Bad Request
          content:
            text/plain:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ResponseWrapper'
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ResponseWrapper'
            text/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ResponseWrapper'
        '500':
          description: Internal Server Error
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
  /custom-plans/search:
    post:
      tags:
      - Custom Plans
      summary: Retrieve custom plans and their line items
      description: This API endpoint allows users to search and fetch custom plans and their corresponding line items. This endpoint is typically used in billing workflows where users need to retrieve customized plans and their detailed line items for invoicing, reporting, or subscription management.
      parameters:
      - name: includes
        in: query
        schema:
          type: array
          items:
            type: string
      requestBody:
        description: A list of search criteria for custom plans and their line items
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CustomPlanAndLineItemRequest'
          text/json:
            schema:
              $ref: '#/components/schemas/CustomPlanAndLineItemRequest'
          application/*+json:
            schema:
              $ref: '#/components/schemas/CustomPlanAndLineItemRequest'
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/CustomPlan'
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/CustomPlan'
            text/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/CustomPlan'
        '400':
          description: Bad Request
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
  /custom-plans/{customPlanId}:
    get:
      tags:
      - Custom Plans
      summary: Retrieve a custom plan record
      description: Retrieves the details of a custom plan based on its unique identifier. This API is typically used when users need to fetch detailed information about a specific custom plan, optionally including related data for comprehensive insights.
      parameters:
      - name: customPlanId
        in: path
        description: The identifier of the custom plan
        required: true
        schema:
          type: string
      - name: includes
        in: query
        description: Optional related entities to include
        schema:
          type: array
          items:
            type: string
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/CustomPlan'
            application/json:
              schema:
                $ref: '#/components/schemas/CustomPlan'
            text/json:
              schema:
                $ref: '#/components/schemas/CustomPlan'
        '400':
          description: Bad Request
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
components:
  schemas:
    ErrorApiResponse:
      type: object
      properties:
        Errors:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/ApiError'
      additionalProperties: false
    ApiError:
      type: object
      properties:
        Source:
          type:
          - string
          - 'null'
        Title:
          type:
          - string
          - 'null'
        Detail: {}
        Help:
          type:
          - string
          - 'null'
      additionalProperties: false
    CurrencyField:
      type: object
      properties:
        Value:
          type: number
          format: double
        DisplayValue:
          type: number
          format: double
          readOnly: true
        CurrencyCode:
          type:
          - string
          - 'null'
          readOnly: true
        CurrencySymbol:
          type:
          - string
          - 'null'
          readOnly: true
      additionalProperties: false
    PlanLineItem:
      type: object
      properties:
        Id:
          type:
          - string
          - 'null'
        Name:
          type:
          - string
          - 'null'
        CreatedBy:
          $ref: '#/components/schemas/LookupObject'
        CreatedDate:
          type: string
          format: date-time
        ModifiedBy:
          $ref: '#/components/schemas/LookupObject'
        ModifiedDate:
          type: string
          format: date-time
        ExternalId:
          type:
          - string
          - 'null'
        ETag:
          type:
          - string
          - 'null'
        CustomPlan:
          $ref: '#/components/schemas/LookupObject'
        PeriodStartDate:
          type:
          - string
          - 'null'
          format: date-time
        PeriodEndDate:
          type:
          - string
          - 'null'
          format: date-time
        ReadyForInvoiceDate:
          type:
          - string
          - 'null'
          format: date-time
        Percent:
          type: number
          format: double
        PaymentTerm:
          $ref: '#/components/schemas/LookupObject'
        MilestoneExpectedDate:
          type:
          - string
          - 'null'
          format: date-time
        Comments:
          type:
          - string
          - 'null'
        Currency:
          type:
          - string
          - 'null'
        Amount:
          $ref: '#/components/schemas/CurrencyField'
      additionalProperties: {}
    ResponseWrapper:
      type: object
      properties:
        IsSuccess:
          type: boolean
        ErrorMessage:
          type:
          - string
          - 'null'
        Id:
          type:
          - string
          - 'null'
          description: Created/Updated record Id on processed in a transaction
      additionalProperties: false
    CustomPlan:
      type: object
      properties:
        Id:
          type:
          - string
          - 'null'
        Name:
          type:
          - string
          - 'null'
        CreatedBy:
          $ref: '#/components/schemas/LookupObject'
        CreatedDate:
          type: string
          format: date-time
        ModifiedBy:
          $ref: '#/components/schemas/LookupObject'
        ModifiedDate:
          type: string
          format: date-time
        ExternalId:
          type:
          - string
          - 'null'
        ETag:
          type:
          - string
          - 'null'
        Proposal:
          $ref: '#/components/schemas/LookupObject'
        Order:
          $ref: '#/components/schemas/LookupObject'
        Description:
          type:
          - string
          - 'null'
        NumberOfInstallments:
          type: integer
          format: int32
        PlanTemplate:
          $ref: '#/components/schemas/LookupObject'
        PlanType:
          type:
          - string
          - 'null'
        PeriodsNeeded:
          type: boolean
        BasedOn:
          type:
          - string
          - 'null'
        ComputationMethod:
          type:
          - string
          - 'null'
        Status:
          type:
          - string
          - 'null'
        BillingAmountCriterion:
          type:
          - string
          - 'null'
        Currency:
          type:
          - string
          - 'null'
        TotalBillableAmount:
          $ref: '#/components/schemas/CurrencyField'
        ProductConfiguration:
          $ref: '#/components/schemas/LookupObject'
        BusinessObjectType:
          type:
          - string
          - 'null'
        BusinessObjectId:
          type:
          - string
          - 'null'
        Items:
          type: array
          items:
            $ref: '#/components/schemas/PlanLineItem'
          description: Child collection of PlanLineItem (included when 'Items' is requested via the includes parameter).
      additionalProperties: {}
    LookupObject:
      type: object
      properties:
        Id:
          type:
          - string
          - 'null'
        Name:
          type:
          - string
          - 'null'
      additionalProperties: false
    CustomPlanAndLineItemRequest:
      type: object
      properties:
        Id:
          type:
          - string
          - 'null'
          description: Retrieving Custom Plan and Plan Line Item based on Custom Plan Id
        NameContaining:
          type:
          - string
          - 'null'
          description: Retrieving Custom Plan and Plan Line Item based on Custom Plan Name
        OrderId:
          type:
          - string
          - 'null'
          description: Retrieving Custom Plan and Plan Line Item having given Order Id
        OrderLineItemId:
          type:
          - string
          - 'null'
          description: Retrieving Custom Plan and Plan Line Item having given Order Line Item Ids
        ProposalId:
          type:
          - string
          - 'null'
          description: Retrieving Custom Plan and Plan Line Item having given Proposal Id
        LineItemId:
          type:
          - string
          - 'null'
          description: Retrieving Custom Plan and Plan Line Item having given Line Item Ids
      additionalProperties: false
  securitySchemes:
    Bearer:
      type: apiKey
      description: Please insert JWT with Bearer into field
      name: Authorization
      in: header