Tinvio Posting Rules API

openapi: 3.2.0
info:
  title: Tinvio Com Posting Rules API
  version: '1.0'
  contact:
    email: build.with@jaz.ai
    name: API Support
    url: https://jaz.ai
  description: 'Operations tagged Posting Rules across 2 of this provider''s published API definitions: tinvio-com-openapi-original.yaml, tinvio-com-openapi.yml. Each path carries the servers of the definition it was published in.'
servers:
- url: https://api.getjaz.com
tags:
- description: Manage the rules that control how approved claims group into journals at conversion.
  name: Posting Rules
paths:
  /api/v1/posting-rules:
    get:
      description: List all of the organization's posting rules, alphabetical by name.
      operationId: list-posting-rules
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponse'
        '402':
          description: Payment Required
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '429':
          description: Too Many Requests
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
      security:
      - ApiKeyAuth: []
      summary: List Posting Rules
      tags:
      - Posting Rules
    post:
      description: Create a posting rule. Posting rules control how approved claims group into journals at conversion.
      operationId: create-posting-rule
      responses:
        '201':
          description: Created
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponse'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '402':
          description: Payment Required
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '422':
          description: Unprocessable Entity
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '429':
          description: Too Many Requests
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
      security:
      - ApiKeyAuth: []
      summary: Create Posting Rule
      tags:
      - Posting Rules
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreatePostingRuleRequest'
        description: The posting rule to create.
        required: true
    servers:
    - url: https://api.getjaz.com
  /api/v1/posting-rules/search:
    post:
      description: Search posting rules with filters, sort, and pagination.
      operationId: search-posting-rule
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PageableResponse'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '402':
          description: Payment Required
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '422':
          description: Unprocessable Entity
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '429':
          description: Too Many Requests
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
      security:
      - ApiKeyAuth: []
      summary: Search Posting Rules
      tags:
      - Posting Rules
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/SearchPostingRulesRequest'
        description: Search filters, sort, and pagination.
        required: true
    servers:
    - url: https://api.getjaz.com
  /api/v1/posting-rules/{resourceId}:
    delete:
      description: Soft-delete a posting rule.
      operationId: delete-posting-rule
      parameters:
      - description: Resource ID of the posting rule.
        in: path
        name: resourceId
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponse'
        '402':
          description: Payment Required
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '422':
          description: Unprocessable Entity
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '429':
          description: Too Many Requests
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
      security:
      - ApiKeyAuth: []
      summary: Delete Posting Rule
      tags:
      - Posting Rules
    get:
      description: Get a single posting rule by its resource ID.
      operationId: get-posting-rule
      parameters:
      - description: Resource ID of the posting rule.
        in: path
        name: resourceId
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponse'
        '402':
          description: Payment Required
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '422':
          description: Unprocessable Entity
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '429':
          description: Too Many Requests
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
      security:
      - ApiKeyAuth: []
      summary: Get Posting Rule
      tags:
      - Posting Rules
    put:
      description: Update an existing posting rule.
      operationId: update-posting-rule
      parameters:
      - description: Resource ID of the posting rule.
        in: path
        name: resourceId
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponse'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '402':
          description: Payment Required
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '422':
          description: Unprocessable Entity
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '429':
          description: Too Many Requests
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
      security:
      - ApiKeyAuth: []
      summary: Update Posting Rule
      tags:
      - Posting Rules
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdatePostingRuleRequest'
        description: The posting rule fields to update.
        required: true
    servers:
    - url: https://api.getjaz.com
components:
  schemas:
    PostingRuleFilter:
      properties:
        and:
          description: Combine with another filter using AND.
          type: object
        createdAt:
          allOf:
          - $ref: '#/components/schemas/DateExpression'
          description: Filter by creation time.
        defaultBankAccountResourceId:
          allOf:
          - $ref: '#/components/schemas/StringExpression'
          description: Filter by default bank account resource ID.
        defaultIncludeReimbursementPayout:
          allOf:
          - $ref: '#/components/schemas/BooleanExpression'
          description: Filter by the reimbursement payout default.
        innerAxis:
          allOf:
          - $ref: '#/components/schemas/StringExpression'
          description: Filter by inner grouping axis.
        isDefault:
          allOf:
          - $ref: '#/components/schemas/BooleanExpression'
          description: Filter by default flag.
        name:
          allOf:
          - $ref: '#/components/schemas/StringExpression'
          description: Filter by name.
        or:
          description: Combine with another filter using OR.
          type: object
        outerAxis:
          allOf:
          - $ref: '#/components/schemas/StringExpression'
          description: Filter by outer grouping axis.
        resourceId:
          allOf:
          - $ref: '#/components/schemas/StringExpression'
          description: Filter by resource ID.
      type: object
    ErrorResponse:
      properties:
        error:
          allOf:
          - $ref: '#/components/schemas/ErrorResponseData'
          description: Error details.
      type: object
    DateExpression:
      properties:
        between:
          description: Match dates between these two dates (exactly two, in YYYY-MM-DD format).
          items:
            type: string
          type: array
        eq:
          description: Match dates equal to this, in YYYY-MM-DD format.
          type: string
        gt:
          description: Match dates after this, in YYYY-MM-DD format.
          type: string
        gte:
          description: Match dates on or after this, in YYYY-MM-DD format.
          type: string
        isNotNull:
          description: Match records where the date is set. Pass the placeholder date "0001-01-01".
          example: '0001-01-01'
          type: string
        isNull:
          description: Match records where the date is not set. Pass the placeholder date "0001-01-01".
          example: '0001-01-01'
          type: string
        lt:
          description: Match dates before this, in YYYY-MM-DD format.
          type: string
        lte:
          description: Match dates on or before this, in YYYY-MM-DD format.
          type: string
        notBetween:
          description: Match dates outside these two dates (exactly two, in YYYY-MM-DD format).
          items:
            type: string
          type: array
      required:
      - between
      type: object
    UpdatePostingRuleRequest:
      properties:
        defaultBankAccountResourceId:
          description: Default source bank for the reimbursement DCE (UUIDv4). Must be CASH_AND_BANK type; its currency must match the claim + functional currency (server-enforced).
          type: string
        defaultIncludeReimbursementPayout:
          description: Default for whether conversion creates a reimbursement DCE.
          type: boolean
        innerAxis:
          description: Inner line-aggregation axis. Null means no change.
          enum:
          - RAW
          - BY_CT_TP_NC
          - BY_CT_TP_NC_EMPLOYEE
          - BY_CT_TP_NC_VENDOR
          type: string
        isDefault:
          description: When true, becomes the organization's sole default rule.
          type: boolean
        journalReferenceTemplate:
          description: Optional Handlebars template for the parent journal header reference.
          maxLength: 1000
          type: string
        lineDescriptionTemplate:
          description: Handlebars-style line description template ({tokenName}). Null means no change.
          maxLength: 1000
          type: string
        name:
          description: Display name (case-insensitive unique per organization). Null means no change.
          maxLength: 255
          type: string
        outerAxis:
          description: Outer grouping axis. Null means no change.
          enum:
          - PER_EMPLOYEE
          - PER_VENDOR
          - PER_PAIR
          - ONE_BATCH
          - PER_CLAIM
          type: string
        resourceId:
          description: Resource ID of the posting rule, from the URL path.
          type: string
      required:
      - resourceId
      type: object
    CreatePostingRuleRequest:
      properties:
        defaultBankAccountResourceId:
          description: 'Default source bank for the reimbursement DCE (UUIDv4). Must be CASH_AND_BANK type;

            its currency must match the claim + functional currency (server-enforced).'
          type: string
        defaultIncludeReimbursementPayout:
          description: Default for whether conversion creates a reimbursement DCE.
          type: boolean
        innerAxis:
          description: Inner line-aggregation axis. Required.
          enum:
          - RAW
          - BY_CT_TP_NC
          - BY_CT_TP_NC_EMPLOYEE
          - BY_CT_TP_NC_VENDOR
          type: string
        isDefault:
          description: When true, becomes the organization's sole default rule.
          type: boolean
        journalReferenceTemplate:
          description: Optional Handlebars template for the parent journal header reference.
          maxLength: 1000
          type: string
        lineDescriptionTemplate:
          description: Handlebars-style line description template ({tokenName}). Required (NOT NULL).
          example: '{employeeName} - {claimType}'
          maxLength: 1000
          type: string
        name:
          description: Display name (case-insensitive unique per organization). Required.
          example: Per employee
          maxLength: 255
          type: string
        outerAxis:
          description: Outer grouping axis. Required.
          enum:
          - PER_EMPLOYEE
          - PER_VENDOR
          - PER_PAIR
          - ONE_BATCH
          - PER_CLAIM
          type: string
      required:
      - innerAxis
      - lineDescriptionTemplate
      - name
      - outerAxis
      type: object
    BaseResponse:
      properties:
        data:
          description: The response object.
      type: object
    BooleanExpression:
      properties:
        eq:
          description: Match values equal to this.
          type: boolean
      type: object
    StringExpression:
      properties:
        contains:
          description: Match values containing this substring.
          type: string
        endWith:
          description: Match values ending with this term (case sensitive).
          type: string
        eq:
          description: Match values equal to this.
          type: string
        in:
          description: Match values equal to any of these.
          items:
            type: string
          maxItems: 100
          type: array
        isBlank:
          description: Match records where the field is null or empty ("true") or neither ("false").
          type: string
        isNotBlank:
          description: Match records where the field is neither null nor empty ("true").
          type: string
        isNull:
          description: Match records where the field is null ("true") or not null ("false").
          type: string
        likeIn:
          description: Match values containing any of these substrings.
          items:
            type: string
          maxItems: 100
          type: array
        neq:
          description: Match values not equal to this.
          type: string
        notContains:
          description: Match values not containing this substring.
          type: string
        notEndWith:
          description: Match values not ending with this term (case sensitive).
          type: string
        notStartWith:
          description: Match values not starting with this term (case sensitive).
          type: string
        reg:
          description: Match values containing any of these terms. This is a substring match, not a regular expression, despite the name.
          items:
            type: string
          maxItems: 100
          type: array
        startWith:
          description: Match values starting with this term (case sensitive).
          type: string
      required:
      - in
      - likeIn
      - reg
      type: object
    PageableResponse:
      properties:
        data:
          description: Result rows for the requested page.
        totalElements:
          description: Total number of records matching the query.
          type: integer
        totalPages:
          description: Total number of pages.
          type: integer
      type: object
    ClaimConfigSortFilter:
      properties:
        order:
          description: Sort direction, ASC or DESC.
          enum:
          - ASC
          - DESC
          type: string
        sortBy:
          description: Fields to sort by, in priority order.
          items:
            enum:
            - resourceId
            - name
            - isDefault
            - createdAt
            - updatedAt
            type: string
          maxItems: 10
          type: array
          uniqueItems: true
      required:
      - order
      - sortBy
      type: object
    SearchPostingRulesRequest:
      properties:
        filter:
          allOf:
          - $ref: '#/components/schemas/PostingRuleFilter'
          description: Filter conditions. Combine with and and or for complex queries.
        limit:
          default: 100
          description: Maximum number of results per page (max 1000).
          maximum: 1000
          minimum: 1
          type: integer
        offset:
          default: 0
          description: Zero-indexed row offset into the result set. Sort is required when offset is set.
          maximum: 65536
          minimum: 0
          type: integer
        query:
          description: 'Structured search query using Jaz search operators. Parsed automatically into filter fields.

            Explicit filter fields override query results on conflict.

            Example: "status:unpaid AND $500+".'
          maxLength: 1000
          type: string
        sort:
          allOf:
          - $ref: '#/components/schemas/ClaimConfigSortFilter'
          description: Sort order. Required when offset is set.
      type: object
    ErrorResponseData:
      properties:
        error_type:
          description: Error category, for example validation_error, invalid_request_body, or internal_server_error.
          example: validation_error
          type: string
        errors:
          description: Error messages describing what went wrong.
          items:
            type: string
          type: array
      type: object
  securitySchemes:
    ApiKeyAuth:
      description: Organization API key. Pass it in the x-jk-api-key header on every request.
      in: header
      name: x-jk-api-key
      type: apiKey
x-refined-from:
- tinvio-com-openapi-original.yaml
- tinvio-com-openapi.yml