Orion Advisor Solutions

Orion Advisor Solutions Reporting/Implementation API

The Reporting/Implementation API from Orion Advisor Solutions — 3 operation(s) for reporting/implementation.

GitHub OpenAPI

Operations 3

GET /v1/Reporting/Implementation Implementation plan get #
PUT /v1/Reporting/Implementation/{key} Implementation plan update entity #
POST /v1/Reporting/Implementation/GenerateNew Generate a new dashboard #

Documentation

📖
Documentation
https://developers.orionadvisor.com/quick-start/
📖
Documentation
https://developers.orionadvisor.com/guides/
📖
APIReference
https://api.orionadvisor.com/api/swagger/ui/index
📖
GettingStarted
https://developers.orionadvisor.com/quick-start/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-reporting-implementation-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

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OpenAPI Specification

orion-advisor-solutions-reporting-implementation-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Reporting/Implementation API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Reporting/Implementation
paths:
  /v1/Reporting/Implementation:
    get:
      tags:
      - Reporting/Implementation
      operationId: ImplementationPlan_Get
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
      security:
      - Authorization: []
      summary: Implementation plan get
      x-summary-source: derived
  /v1/Reporting/Implementation/{key}:
    put:
      tags:
      - Reporting/Implementation
      operationId: ImplementationPlan_UpdateEntity
      parameters:
      - name: key
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: signOff
        in: query
        required: false
        schema:
          type: boolean
          default: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
        required: true
      summary: Implementation plan update entity
      x-summary-source: derived
  /v1/Reporting/Implementation/GenerateNew:
    post:
      tags:
      - Reporting/Implementation
      summary: Generate a new dashboard
      operationId: ImplementationPlan_GenerateNew
      parameters:
      - name: asOfDate
        in: query
        required: false
        schema:
          type: string
          format: date-time
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto'
      security:
      - Authorization: []
components:
  schemas:
    OAS.WebApi.DTO.Reporting.Implementation.ImplementationPlanDto:
      properties:
        id:
          type: integer
          format: int32
        startDate:
          type: string
          format: date-time
        endDate:
          type: string
          format: date-time
        signedOffBy:
          type: string
        signedOffDate:
          type: string
          format: date-time
        implementationSteps:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Implementation.ImplementationStepDto'
          xml:
            name: ImplementationStepDto
            wrapped: true
          type: array
      xml:
        name: ImplementationPlanDto
      type: object
    OAS.WebApi.DTO.Reporting.Implementation.ImplementationStepDto:
      properties:
        id:
          type: integer
          format: int32
        implementationPlanId:
          type: integer
          format: int32
        title:
          type: string
        description:
          type: string
        note:
          type: string
        offsetDays:
          type: integer
          format: int32
        completedDate:
          type: string
          format: date-time
        targetDate:
          type: string
          format: date-time
      xml:
        name: ImplementationStepDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header