Portfolio

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "title": "Portfolio",
  "description": "Portfolio",
  "type": "object",
  "properties": {
    "abbreviation": {
      "type": "string",
      "description": "Abbreviated name assigned to the portfolio."
    },
    "active": {
      "type": "boolean",
      "example": false,
      "description": "Indicates if portfolio is active or inactive."
    },
    "cashAccrual": {
      "type": "string",
      "description": "Cash or accrual accounting basis.",
      "enum": [
        "COMPANY_DEFAULT",
        "CASH",
        "ACCRUAL"
      ]
    },
    "closingDate": {
      "type": "string",
      "format": "date",
      "description": "Date when the accounting period for the portfolio will close."
    },
    "createdBy": {
      "type": "string",
      "description": "User who created the record."
    },
    "createdDateTime": {
      "type": "string",
      "format": "date-time",
      "description": "Date and time the record was created. (Timezone: UTC)"
    },
    "customFields": {
      "type": "array",
      "description": "Custom fields.",
      "items": {
        "$ref": "#/components/schemas/CustomField"
      }
    },
    "defaultBankAccountID": {
      "type": "integer",
      "format": "int64",
      "description": "Id of the portfolio's default bank account."
    },
    "defaultBankAccountNumberAndDescription": {
      "type": "string",
      "description": "Portfolio default bank account number and description"
    },
    "defaultSecurityDepositBankAccountID": {
      "type": "integer",
      "format": "int64",
      "description": "Portfolio default security deposit bank account ID"
    },
    "defaultSecurityDepositBankAccountNumberAndDescription": {
      "type": "string",
      "description": "Portfolio default security deposit bank account number and description"
    },
    "doNotPayOwnerDraw": {
      "type": "boolean",
      "example": false,
      "description": "Indicates if the owner should not be paid owner draws."
    },
    "id": {
      "type": "integer",
      "format": "int64",
      "description": "Unique identifier."
    },
    "lastModifiedBy": {
      "type": "string",
      "description": "User who last modified the record."
    },
    "lastModifiedDateTime": {
      "type": "string",
      "format": "date-time",
      "description": "Date and time the record was last modified. (Timezone: UTC)"
    },
    "maintenanceSpendingLimit": {
      "type": "number",
      "format": "double",
      "description": "Monthly or yearly maintenance spending limit set for the portfolio for maintenance bills created by work orders."
    },
    "maintenanceSpendingLimitTime": {
      "type": "string",
      "description": "Monthly or yearly maintenance spending limit time set for the portfolio for maintenance bills created by work orders.",
      "enum": [
        "NO_LIMIT",
        "DOLLAR_PER_MONTH",
        "DOLLAR_PER_YEAR"
      ]
    },
    "modifiedBy": {
      "type": "string",
      "description": "Id of the user who last modified the portfolio information."
    },
    "name": {
      "type": "string",
      "description": "Portfolio name."
    },
    "ownerStatementReportID": {
      "type": "integer",
      "format": "int64",
      "description": "Portfolio Owner Statement Report ID"
    },
    "owners": {
      "type": "array",
      "description": "List of portfolio owners.",
      "items": {
        "$ref": "#/components/schemas/Owner"
      }
    },
    "stickyNote": {
      "type": "string",
      "description": "Sticky notes."
    },
    "targetOperatingReserve": {
      "type": "number",
      "format": "double",
      "description": "Minimum balance to be maintained within the portfolio at all times."
    }
  }
}