PracticePanther · Schema

Account

Account domain methods - business logic and aggregate root operations

LegalLaw Practice ManagementCase ManagementBillingTrust AccountingTime TrackingLegal Tech

Properties

Name Type Description
id integer
guid string
associatedBankAccountGuid string Used to set the reference in POST and PUT
billingAddressId integer
boxFolderId string
boxSharedFolderUrl string
campaignId integer
createdBy object
createdDate string
cultureName string
currencyCode string
defaultPaymentSourceGuid string Used to set the reference in POST and PUT
dropboxFolderId string
googleDriveFolderId string
headNoteClientId string
is1099Eligible boolean
isAllowClientToViewAllOutstandingInvoices boolean
isAllowClientToViewAllPaidInvoices boolean
isAllowClientToViewAllPayments boolean
isAllowClientToViewAccountBalances boolean
isContactSync boolean
isCustomPriceList boolean
isDeleted boolean
isDisableEcheck boolean
isEmailSync boolean
isEnabled boolean
isFilesSync boolean
isObjectBeingEdited boolean
isSendInvoicePaymentReminders boolean
isSendQuoteApprovalReminders boolean
lastModifiedBy object
lastModifiedBy_Id integer
lastModifiedDate string
lastQuickbooksSyncDate string
lastXeroSyncDate string
ledesClientId string
logo object
logoThumbnail array
nameAndNumber string
name string
number integer
tenantRefNumber integer
oneDriveFolderId string
primaryContactId integer
priceListId integer
quickbooksId string
saleDocumentTemplateGuid string Used to set the reference in POST and PUT
shippingAddressId integer
status string
accountTotal object
surchargesEnabled boolean
taxId string
tenantId integer
utbmsIsEnabled boolean
website string
xeroId string
notes string
activities array
addresses array
assignedTo array
blobs array
checks array
contacts array
conversations array
customFieldValues array
expenses array
feeds array
flatFees array
intakeForms array
invoiceContactRecipients array
opportunities array
partnerships array
paymentSources array
payments array
projects array
projectLinks array
recurringPayments array
saleDocuments array
tags array
timeEntries array
userImapSyncs array
usersFollowing array
defaultPaymentSource object
campaign object
priceList object
primaryContact object
tenant object
billingAddress object
shippingAddress object
View JSON Schema on GitHub

JSON Schema

practicepanther-account-schema.json Raw ↑
{
  "$schema": "https://json-schema.org/draft-07/schema#",
  "$id": "https://raw.githubusercontent.com/api-evangelist/practicepanther/main/json-schema/practicepanther-account-schema.json",
  "title": "Account",
  "description": "Account domain methods - business logic and aggregate root operations",
  "type": "object",
  "properties": {
    "id": {
      "type": "integer",
      "format": "int64"
    },
    "guid": {
      "type": "string",
      "format": "uuid"
    },
    "associatedBankAccountGuid": {
      "type": "string",
      "format": "uuid",
      "description": "Used to set the reference in POST and PUT "
    },
    "billingAddressId": {
      "type": "integer",
      "format": "int64"
    },
    "boxFolderId": {
      "type": "string"
    },
    "boxSharedFolderUrl": {
      "type": "string"
    },
    "campaignId": {
      "type": "integer",
      "format": "int64"
    },
    "createdBy": {
      "$ref": "#/$defs/User"
    },
    "createdDate": {
      "type": "string",
      "format": "date-time"
    },
    "cultureName": {
      "type": "string"
    },
    "currencyCode": {
      "type": "string"
    },
    "defaultPaymentSourceGuid": {
      "type": "string",
      "format": "uuid",
      "description": "Used to set the reference in POST and PUT "
    },
    "dropboxFolderId": {
      "type": "string"
    },
    "googleDriveFolderId": {
      "type": "string"
    },
    "headNoteClientId": {
      "type": "string"
    },
    "is1099Eligible": {
      "type": "boolean"
    },
    "isAllowClientToViewAllOutstandingInvoices": {
      "type": "boolean"
    },
    "isAllowClientToViewAllPaidInvoices": {
      "type": "boolean"
    },
    "isAllowClientToViewAllPayments": {
      "type": "boolean"
    },
    "isAllowClientToViewAccountBalances": {
      "type": "boolean"
    },
    "isContactSync": {
      "type": "boolean"
    },
    "isCustomPriceList": {
      "type": "boolean"
    },
    "isDeleted": {
      "type": "boolean"
    },
    "isDisableEcheck": {
      "type": "boolean"
    },
    "isEmailSync": {
      "type": "boolean"
    },
    "isEnabled": {
      "type": "boolean"
    },
    "isFilesSync": {
      "type": "boolean"
    },
    "isObjectBeingEdited": {
      "type": "boolean"
    },
    "isSendInvoicePaymentReminders": {
      "type": "boolean"
    },
    "isSendQuoteApprovalReminders": {
      "type": "boolean"
    },
    "lastModifiedBy": {
      "$ref": "#/$defs/User"
    },
    "lastModifiedBy_Id": {
      "type": "integer",
      "format": "int32"
    },
    "lastModifiedDate": {
      "type": "string",
      "format": "date-time"
    },
    "lastQuickbooksSyncDate": {
      "type": "string",
      "format": "date-time"
    },
    "lastXeroSyncDate": {
      "type": "string",
      "format": "date-time"
    },
    "ledesClientId": {
      "type": "string"
    },
    "logo": {
      "$ref": "#/$defs/Blob"
    },
    "logoThumbnail": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/Blob"
      }
    },
    "nameAndNumber": {
      "type": "string"
    },
    "name": {
      "type": "string"
    },
    "number": {
      "type": "integer",
      "format": "int32"
    },
    "tenantRefNumber": {
      "type": "integer",
      "format": "int32"
    },
    "oneDriveFolderId": {
      "type": "string"
    },
    "primaryContactId": {
      "type": "integer",
      "format": "int64"
    },
    "priceListId": {
      "type": "integer",
      "format": "int64"
    },
    "quickbooksId": {
      "type": "string"
    },
    "saleDocumentTemplateGuid": {
      "type": "string",
      "format": "uuid",
      "description": "Used to set the reference in POST and PUT "
    },
    "shippingAddressId": {
      "type": "integer",
      "format": "int64"
    },
    "status": {
      "type": "string",
      "enum": [
        "Active",
        "Archived"
      ]
    },
    "accountTotal": {
      "$ref": "#/$defs/AccountTotal"
    },
    "surchargesEnabled": {
      "type": "boolean"
    },
    "taxId": {
      "type": "string"
    },
    "tenantId": {
      "type": "integer",
      "format": "int64"
    },
    "utbmsIsEnabled": {
      "type": "boolean"
    },
    "website": {
      "type": "string"
    },
    "xeroId": {
      "type": "string",
      "format": "uuid"
    },
    "notes": {
      "type": "string"
    },
    "activities": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/Activity"
      }
    },
    "addresses": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/Address"
      }
    },
    "assignedTo": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/User"
      }
    },
    "blobs": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/Blob"
      }
    },
    "checks": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/Payment"
      }
    },
    "contacts": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/Contact"
      }
    },
    "conversations": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/Conversation"
      }
    },
    "customFieldValues": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/CustomFieldValue"
      }
    },
    "expenses": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/Expense"
      }
    },
    "feeds": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/Feed"
      }
    },
    "flatFees": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/FlatFee"
      }
    },
    "intakeForms": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/IntakeForm"
      }
    },
    "invoiceContactRecipients": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/InvoiceAccountRecipients"
      }
    },
    "opportunities": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/Opportunity"
      }
    },
    "partnerships": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/Partnership"
      }
    },
    "paymentSources": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/PaymentSource"
      }
    },
    "payments": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/Payment"
      }
    },
    "projects": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/Project"
      }
    },
    "projectLinks": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/AccountProjectLink"
      }
    },
    "recurringPayments": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/RecurringPayment"
      }
    },
    "saleDocuments": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/SaleDocument"
      }
    },
    "tags": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/Tag"
      }
    },
    "timeEntries": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/TimeEntry"
      }
    },
    "userImapSyncs": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/UserImapSync"
      }
    },
    "usersFollowing": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/User"
      }
    },
    "defaultPaymentSource": {
      "$ref": "#/$defs/PaymentSource"
    },
    "campaign": {
      "$ref": "#/$defs/Campaign"
    },
    "priceList": {
      "$ref": "#/$defs/PriceList"
    },
    "primaryContact": {
      "$ref": "#/$defs/Contact"
    },
    "tenant": {
      "$ref": "#/$defs/Tenant"
    },
    "billingAddress": {
      "$ref": "#/$defs/Address"
    },
    "shippingAddress": {
      "$ref": "#/$defs/Address"
    }
  },
  "required": [
    "id",
    "tenantId"
  ]
}

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