Weel Custom Fields API

openapi: 3.2.0
info:
  title: Weel Open Custom Fields API
  version: v1
  termsOfService: https://letsweel.com/terms/
  contact:
    name: Contact our support
    email: help@letsweel.com
    url: https://help.letsweel.com
  description: 'The Weel OpenAPI empowers businesses with seamless expense management and real-time insights. Our platform makes it easy to integrate and automate expense workflows, manage receipts, and keep track of spending across your organization.

    '
servers:
- url: https://public.letsweel.com
security:
- BearerAuth: []
tags:
- name: Custom Fields
  description: 'This group of endpoints allows you to create and manage custom fields (dimensions/cost centres) for your business.


    Custom fields can be of type `LIST` (with predefined options) or `FREE_TEXT`. Custom fields created via the Public API have a `created_by` value of `PUBLIC_API`.


    Custom fields created by accounting integrations (Xero, MYOB, QuickBooks, NetSuite, Business Central) have restrictions: their name and type cannot be modified via the Public API.

    '
paths:
  /v1/businesses/{client_id}/custom-fields:
    get:
      operationId: listCustomFields
      tags:
      - Custom Fields
      summary: List custom fields
      description: Returns a paginated list of custom fields for the given business.
      parameters:
      - $ref: '#/components/parameters/ClientId'
      - $ref: '#/components/parameters/PaginationOffset'
      - $ref: '#/components/parameters/PaginationLimit'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CustomFieldListResponse'
        '401':
          description: Unauthorized
        '403':
          description: Forbidden
      security:
      - BearerAuth: []
    post:
      operationId: createCustomField
      tags:
      - Custom Fields
      summary: Create a custom field
      description: Creates a new custom field for the given business. The `created_by` value will be set to `PUBLIC_API`.
      parameters:
      - $ref: '#/components/parameters/ClientId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateCustomFieldRequest'
      responses:
        '201':
          description: Created
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CustomField'
        '400':
          description: Bad Request
        '401':
          description: Unauthorized
        '403':
          description: Forbidden
      security:
      - BearerAuth: []
  /v1/businesses/{client_id}/custom-fields/{custom_field_id}:
    get:
      operationId: getCustomField
      tags:
      - Custom Fields
      summary: Get a custom field
      description: Returns a single custom field by ID.
      parameters:
      - $ref: '#/components/parameters/ClientId'
      - $ref: '#/components/parameters/CustomFieldId'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CustomField'
        '401':
          description: Unauthorized
        '403':
          description: Forbidden
        '404':
          description: Not Found
      security:
      - BearerAuth: []
    patch:
      operationId: updateCustomField
      tags:
      - Custom Fields
      summary: Update a custom field
      description: 'Partially updates a custom field.


        **Restrictions for accounting integration fields** (created by Xero, MYOB, QuickBooks, NetSuite, or Business Central): the `name` field cannot be changed. Only `budget_setting` can be updated.

        '
      parameters:
      - $ref: '#/components/parameters/ClientId'
      - $ref: '#/components/parameters/CustomFieldId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdateCustomFieldRequest'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CustomField'
        '400':
          description: Bad Request
        '401':
          description: Unauthorized
        '403':
          description: Forbidden
        '404':
          description: Not Found
      security:
      - BearerAuth: []
    delete:
      operationId: deleteCustomField
      tags:
      - Custom Fields
      summary: Delete a custom field
      description: Deletes a custom field. This also removes all associated options and budget links.
      parameters:
      - $ref: '#/components/parameters/ClientId'
      - $ref: '#/components/parameters/CustomFieldId'
      responses:
        '204':
          description: No Content
        '401':
          description: Unauthorized
        '403':
          description: Forbidden
        '404':
          description: Not Found
      security:
      - BearerAuth: []
components:
  schemas:
    UpdateCustomFieldRequest:
      type: object
      properties:
        name:
          type: string
          description: The new display name. Not permitted for fields created by accounting integrations. Cannot set to a name already in use by another custom field in the business.
          example: Cost Centre
        field_type:
          type: string
          description: The type of the custom field. Not permitted for fields created by accounting integrations.
          enum:
          - LIST
          - FREE_TEXT
          example: LIST
        is_manager_only:
          type: boolean
          description: Cannot be changed after creation — always returns 400 if a different value is sent.
          example: false
        budget_setting:
          type: string
          description: Controls which budgets this custom field is assigned to.
          enum:
          - NONE
          - SOME
          - ALL_CURRENT_AND_NEW
          example: SOME
    CreateCustomFieldRequest:
      type: object
      required:
      - name
      - field_type
      properties:
        name:
          type: string
          description: The display name for the custom field. Must be unique within the business.
          example: Project Code
        field_type:
          type: string
          description: The type of the custom field.
          enum:
          - LIST
          - FREE_TEXT
          example: LIST
        budget_setting:
          type: string
          description: Controls which budgets this custom field is assigned to.
          enum:
          - NONE
          - SOME
          - ALL_CURRENT_AND_NEW
          default: ALL_CURRENT_AND_NEW
          example: NONE
    CustomFieldListResponse:
      type: object
      properties:
        count:
          type: integer
          description: Total number of custom fields.
          example: 10
        next:
          type:
          - string
          - 'null'
          description: Pagination cursor for the next page.
          example: limit=50&offset=50
        previous:
          type:
          - string
          - 'null'
          description: Pagination cursor for the previous page.
          example: null
        results:
          type: array
          items:
            $ref: '#/components/schemas/CustomField'
    CustomField:
      type: object
      properties:
        id:
          type: string
          format: uuid
          description: The unique identifier for this custom field.
          example: 3fa85f64-5717-4562-b3fc-2c963f66afa6
        name:
          type: string
          description: The display name of the custom field.
          example: Project Code
        field_type:
          type: string
          description: The type of the custom field.
          enum:
          - LIST
          - FREE_TEXT
          example: LIST
        budget_setting:
          type: string
          description: Controls which budgets this custom field is assigned to.
          enum:
          - NONE
          - SOME
          - ALL_CURRENT_AND_NEW
          example: NONE
        is_manager_only:
          type: boolean
          description: Whether this custom field is visible only to managers. Cannot be changed after creation.
          example: false
        created_by:
          type: string
          description: The source that created this custom field.
          enum:
          - MANUAL
          - PUBLIC_API
          - XERO
          - MYOB
          - QUICKBOOKS
          - NETSUITE
          - BUSINESS_CENTRAL
          example: PUBLIC_API
        created:
          type: string
          format: date-time
          description: The date and time when this custom field was created.
          example: '2024-01-15T09:00:00Z'
        updated:
          type: string
          format: date-time
          description: The date and time when this custom field was last updated.
          example: '2024-01-15T09:00:00Z'
  parameters:
    PaginationOffset:
      name: offset
      in: query
      description: Offset to retrieve items from.
      schema:
        type: integer
        default: 0
        example: 50
    ClientId:
      name: client_id
      in: path
      description: The ID of the business.
      required: true
      schema:
        type: integer
        example: 123
    PaginationLimit:
      name: limit
      in: query
      description: Number of items per page.
      schema:
        type: integer
        default: 50
        maximum: 500
        example: 50
    CustomFieldId:
      name: custom_field_id
      in: path
      description: The ID of the custom field.
      required: true
      schema:
        type: string
        format: uuid
        example: 3fa85f64-5717-4562-b3fc-2c963f66afa6
  securitySchemes:
    BearerAuth:
      type: http
      scheme: bearer
x-tagGroups:
- name: Users
  tags:
  - Invites
  - Users
  - Roles
- name: Transactions
  tags:
  - Transactions
- name: Budgets
  tags:
  - Budgets
  - Budget Members
  - Budget Owners
  - Budget Topups
- name: Statements
  tags:
  - Statements
- name: Custom Fields
  tags:
  - Custom Fields
  - Custom Field Options
  - Custom Field Budgets
- name: Chart of Accounts
  tags:
  - Accounting Codes
  - Categories