@model-match/api 3.46.0 → 3.48.0

package/RELEASE_NOTES.md

@@ -2,6 +2,25 @@
 
 Changes to `@model-match/api` that affect how you use it. Each version is generated from the ModelMatch API's OpenAPI spec, so new endpoints and fields appear in the [API reference](https://docs.modelmatch.com/developers) as they ship.
 
+## 3.48.0
+
+- **Branches: `licenses` on each row.** `getBranch` and `listBranches` gain `licenses`, one entry per state license or registration on file for the branch, authorized or not: `regulator`, `licenseType`, `licenseNumber`, `issueDate`, `status`, `statusDate`, `isAuthorized` and `authorizedSince` (when the current authorized period began; `null` when the license is not authorized). `licenses` is `null` when the branch's licenses aren't on file.
+
+- **Branches: `licensedSince` filter.** `listBranches`, `countBranches` and branch bulk exports accept `licensedSince: { gte?, lte? }` (`YYYY-MM-DD`, inclusive) to find branches by the date they were first licensed, the earliest `issueDate` across their `licenses`. `{ gte: "2026-07-01" }` returns branches whose licenses were all issued on or after that date, so an established branch that added a state recently does not match. Branches with no license dates never match. A range that matches more than 5,000 branches is rejected with a 400; narrow the range.
+
+- **Saved filters: sharing.** Share a saved filter with specific workspace members (`grantSavedFilterAccess` / `revokeSavedFilterAccess`, as `viewer` or `editor`) or with the whole workspace (`updateSavedFilter` with `visibility: "organization"`, optionally `orgWidePermission: "editor"`). `getSavedFilterShares` returns who a filter is shared with and `listSavedFilterShareableMembers` lists the members it can be shared with. `listSavedFilters` and `getSavedFilter` now include filters shared with you, and every saved filter carries `ownerUserId`, `ownerName`, `isOwner`, `permission`, `canEdit`, `canDelete` and `canManageSharing`. `listSavedFilters` accepts `ownership` (`mine` or `shared`). Only the owner or a workspace admin can delete a filter or change who it is shared with; filters shared with you don't count toward your saved-filter limit.
+
+- **Breaking: saved-filter icons are emoji only.** `createSavedFilter` and `updateSavedFilter` accept `icon: { type: "emoji", emoji }` (or `null`); the `color` and named `icon` variants are removed and now return 400. Existing saved filters with a color or named icon were converted to the closest emoji (named icons by meaning, e.g. a flag icon becomes 🚩; color dots become the nearest colored circle), so reads only ever return the emoji shape. Update any code that builds `{ type: "color" }` or `{ type: "icon" }`.
+- **Saved filters report usage.** Every saved filter carries `useCount` and `lastUsedAt`. A filter counts as used when it is fetched with `getSavedFilter`, or when a list request (for example `listOriginators`) sends its id in the `X-MM-Saved-Filter-Id` header. Count requests do not add a use.
+- **`listAgentOfficeGroups` is free.** Listing the agent office groups no longer uses credits.
+
+## 3.47.0
+
+- **CRM import: safe re-runs with external keys.** `importCrmRecords` rows accept `externalId` (the record's id in your source system) and the batch accepts `externalSource`. A known key updates that record instead of creating a duplicate, so re-running an import or retrying a timed-out request is safe. A conflicting key fails the row with the new `EXTERNAL_ID_CONFLICT` code.
+- **CRM import: lists, statuses and dated notes per row.** Rows accept `lists` (list names the record joins) and `listStatus`; set `createMissingLists` (optionally with `listStatuses`) to create lists that don't exist yet. Rows also accept `timelineNotes: [{ body, occurredAt?, key? }]`, added as notes dated `occurredAt`. A note the record already has is skipped on re-import.
+- **CRM import: dry run.** `dryRun: true` returns the summary the import would produce, with the same per-row outcomes and error codes, without writing anything.
+- **CRM import history and undo.** Send the same `importRunId` (and optionally `fileName`) with every batch so a split import is recorded as one run. New: `listCrmImports`, `getCrmImport`, `listCrmImportRows` (each row's outcome, paged by `after`), `checkCrmImport` (what the file contained compared with what's in the CRM now) and `undoCrmImport` (`dryRun` for counts). Undo removes only records the run created that nobody has touched since, plus lists it created that end up empty. Records it updated are never removed.
+
 ## 3.46.0
 
 - **Agents: office group filters (entitlement-gated).** `listAgents` / `countAgents` and agents bulk delivery accept `officeGroups` / `excludeOfficeGroups`: brokerage brand group keys (`compass_legacy`, `anywhere`, `franchise`, `others`) matched on the agent's current office. `listAgentOfficeGroups` (`GET /v1/agents/office-groups`) returns the group definitions. Both need the workspace's `rocket-filter` entitlement. Without it, the filters answer 403 `office_groups_unavailable` and the definitions list is empty.