@uptiqai/integrations-sdk 1.2.0 → 1.3.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/generated-api.d.ts +1306 -864
- package/dist/generated-api.d.ts.map +1 -1
- package/dist/generated-api.js +182 -2
- package/dist/generated-api.js.map +1 -1
- package/dist/index.d.ts +45 -1
- package/dist/index.d.ts.map +1 -1
- package/dist/index.js +86 -1
- package/dist/index.js.map +1 -1
- package/dist/response-type-map.d.ts.map +1 -1
- package/dist/response-type-map.js +40 -2
- package/dist/response-type-map.js.map +1 -1
- package/package.json +1 -1
package/dist/generated-api.d.ts
CHANGED
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@@ -1,3 +1,407 @@
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export type PlaidGetAssetReportPdf200 = {
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/** PDF bytes of the Asset Report, base64-encoded (JSON-safe). */
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pdf_base64: string;
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};
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export type PlaidGetAssetReportPdfBody = {
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/** @minLength 1 */
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asset_report_token: string;
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/** Required when the Plaid integration config type is PerUser. */
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userId?: string;
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};
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export type PlaidRefreshAssetReport200 = {
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asset_report_id: string;
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asset_report_token: string;
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request_id: string;
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[key: string]: unknown | null;
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};
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export type PlaidRefreshAssetReportBodyOptions = {
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[key: string]: unknown | null;
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};
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export type PlaidRefreshAssetReportBody = {
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/** @minLength 1 */
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asset_report_token: string;
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/**
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* @minimum 0
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* @exclusiveMinimum
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* @nullable
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*/
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days_requested?: number | null;
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options?: PlaidRefreshAssetReportBodyOptions;
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/** Required when the Plaid integration config type is PerUser. */
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userId?: string;
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};
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/**
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* @nullable
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*/
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export type PlaidGetAssetReport200WarningsItem = unknown | null;
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export type PlaidGetAssetReport200Report = {
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[key: string]: unknown | null;
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};
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export type PlaidGetAssetReport200 = {
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report: PlaidGetAssetReport200Report;
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request_id: string;
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warnings: PlaidGetAssetReport200WarningsItem[];
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[key: string]: unknown | null;
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};
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export type PlaidGetAssetReportBody = {
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/** @minLength 1 */
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asset_report_token: string;
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fast_report?: boolean;
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include_insights?: boolean;
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/** Required when the Plaid integration config type is PerUser. */
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userId?: string;
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};
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export type PlaidCreateAssetReport200 = {
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asset_report_id: string;
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asset_report_token: string;
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request_id: string;
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[key: string]: unknown | null;
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};
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/**
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* Forwarded to Plaid `asset_report/create` options (webhook, client_report_id, add_ons, etc.).
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*/
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export type PlaidCreateAssetReportBodyOptions = {
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[key: string]: unknown | null;
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};
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export type PlaidCreateAssetReportBody = {
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/**
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* Defaults to 731 per typical LOS defaults when omitted.
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* @minimum 0
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* @exclusiveMinimum
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*/
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days_requested?: number;
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/** Forwarded to Plaid `asset_report/create` options (webhook, client_report_id, add_ons, etc.). */
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options?: PlaidCreateAssetReportBodyOptions;
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userId: string;
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};
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export type PlaidGetLiabilities200Liabilities = {
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[key: string]: unknown | null;
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};
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export type PlaidGetLiabilities200Item = {
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[key: string]: unknown | null;
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};
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/**
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* @nullable
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*/
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export type PlaidGetLiabilities200AccountsItem = unknown | null;
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export type PlaidGetLiabilities200 = {
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accounts: PlaidGetLiabilities200AccountsItem[];
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item: PlaidGetLiabilities200Item;
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liabilities: PlaidGetLiabilities200Liabilities;
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request_id: string;
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[key: string]: unknown | null;
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};
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export type PlaidGetLiabilitiesBody = {
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account_ids?: string[];
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/** Integration hub user id; uses the stored Plaid Item access token for this user. */
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userId: string;
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};
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/**
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* @nullable
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*/
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export type PlaidGetInvestmentTransactions200SecuritiesItem = unknown | null;
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export type PlaidGetInvestmentTransactions200Item = {
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[key: string]: unknown | null;
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};
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/**
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* @nullable
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*/
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export type PlaidGetInvestmentTransactions200InvestmentTransactionsItem = unknown | null;
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/**
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* @nullable
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*/
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export type PlaidGetInvestmentTransactions200AccountsItem = unknown | null;
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export type PlaidGetInvestmentTransactions200 = {
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accounts: PlaidGetInvestmentTransactions200AccountsItem[];
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investment_transactions: PlaidGetInvestmentTransactions200InvestmentTransactionsItem[];
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item: PlaidGetInvestmentTransactions200Item;
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request_id: string;
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securities: PlaidGetInvestmentTransactions200SecuritiesItem[];
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total_investment_transactions: number;
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[key: string]: unknown | null;
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};
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export type PlaidGetInvestmentTransactionsBody = {
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account_ids?: string[];
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count?: number;
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end_date: string;
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offset?: number;
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start_date: string;
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/** Integration hub user id; uses the stored Plaid Item access token for this user. */
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userId: string;
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};
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/**
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* @nullable
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*/
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export type PlaidGetInvestmentHoldings200SecuritiesItem = unknown | null;
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export type PlaidGetInvestmentHoldings200Item = {
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[key: string]: unknown | null;
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};
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/**
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* @nullable
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*/
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export type PlaidGetInvestmentHoldings200HoldingsItem = unknown | null;
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/**
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* @nullable
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*/
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export type PlaidGetInvestmentHoldings200AccountsItem = unknown | null;
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export type PlaidGetInvestmentHoldings200 = {
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accounts: PlaidGetInvestmentHoldings200AccountsItem[];
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holdings: PlaidGetInvestmentHoldings200HoldingsItem[];
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item: PlaidGetInvestmentHoldings200Item;
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request_id: string;
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securities: PlaidGetInvestmentHoldings200SecuritiesItem[];
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[key: string]: unknown | null;
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};
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export type PlaidGetInvestmentHoldingsBody = {
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account_ids?: string[];
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/** Integration hub user id; uses the stored Plaid Item access token for this user. */
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userId: string;
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};
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export type PlaidGetInstitutionById200Institution = {
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[key: string]: unknown | null;
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};
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export type PlaidGetInstitutionById200 = {
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institution: PlaidGetInstitutionById200Institution;
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request_id: string;
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[key: string]: unknown | null;
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};
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export type PlaidGetInstitutionByIdBody = {
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/**
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* ISO-3166-1 alpha-2 codes, e.g. ["US"]
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* @minItems 1
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*/
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country_codes: string[];
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/** @minLength 1 */
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institution_id: string;
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/** Required when the Plaid integration config type is PerUser. */
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userId?: string;
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};
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export type PlaidRemoveItem200 = {
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request_id: string;
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[key: string]: unknown | null;
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};
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export type PlaidRemoveItemBody = {
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/** Integration hub user id; uses the stored Plaid Item access token for this user. */
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userId: string;
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};
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export type PlaidGetItem200Item = {
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[key: string]: unknown | null;
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};
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export type PlaidGetItem200 = {
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item: PlaidGetItem200Item;
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request_id: string;
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[key: string]: unknown | null;
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};
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export type PlaidGetItemBody = {
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/** Integration hub user id; uses the stored Plaid Item access token for this user. */
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userId: string;
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};
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export type PlaidGetIdentity200Item = {
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[key: string]: unknown | null;
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};
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/**
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* @nullable
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*/
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export type PlaidGetIdentity200AccountsItem = unknown | null;
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export type PlaidGetIdentity200 = {
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accounts: PlaidGetIdentity200AccountsItem[];
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item: PlaidGetIdentity200Item;
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request_id: string;
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[key: string]: unknown | null;
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};
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export type PlaidGetIdentityBody = {
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account_ids?: string[];
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/** Integration hub user id; uses the stored Plaid Item access token for this user. */
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userId: string;
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};
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/**
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* @nullable
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*/
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export type PlaidGetTransactions200TransactionsItem = unknown | null;
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export type PlaidGetTransactions200Item = {
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[key: string]: unknown | null;
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};
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/**
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* @nullable
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*/
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export type PlaidGetTransactions200AccountsItem = unknown | null;
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export type PlaidGetTransactions200 = {
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accounts: PlaidGetTransactions200AccountsItem[];
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item: PlaidGetTransactions200Item;
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request_id: string;
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total_transactions: number;
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transactions: PlaidGetTransactions200TransactionsItem[];
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[key: string]: unknown | null;
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};
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export type PlaidGetTransactionsBody = {
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account_ids?: string[];
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count?: number;
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end_date: string;
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offset?: number;
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start_date: string;
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/** Integration hub user id; uses the stored Plaid Item access token for this user. */
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userId: string;
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};
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/**
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* @nullable
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*/
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export type PlaidGetRecurringTransactions200OutflowStreamsItem = unknown | null;
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/**
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* @nullable
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*/
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export type PlaidGetRecurringTransactions200InflowStreamsItem = unknown | null;
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export type PlaidGetRecurringTransactions200 = {
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inflow_streams: PlaidGetRecurringTransactions200InflowStreamsItem[];
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outflow_streams: PlaidGetRecurringTransactions200OutflowStreamsItem[];
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request_id: string;
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updated_datetime: string;
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[key: string]: unknown | null;
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};
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export type PlaidGetRecurringTransactionsBody = {
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account_ids?: string[];
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/** Integration hub user id; uses the stored Plaid Item access token for this user. */
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userId: string;
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};
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/**
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* @nullable
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*/
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export type PlaidTransactionsSync200RemovedItem = unknown | null;
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/**
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* @nullable
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*/
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export type PlaidTransactionsSync200ModifiedItem = unknown | null;
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/**
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* @nullable
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*/
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export type PlaidTransactionsSync200AddedItem = unknown | null;
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/**
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* @nullable
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*/
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export type PlaidTransactionsSync200AccountsItem = unknown | null;
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export type PlaidTransactionsSync200 = {
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accounts: PlaidTransactionsSync200AccountsItem[];
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added: PlaidTransactionsSync200AddedItem[];
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has_more: boolean;
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modified: PlaidTransactionsSync200ModifiedItem[];
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next_cursor: string;
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removed: PlaidTransactionsSync200RemovedItem[];
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request_id: string;
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transactions_update_status: string;
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[key: string]: unknown | null;
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};
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export type PlaidTransactionsSyncBody = {
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/**
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* @minimum 1
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* @maximum 500
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*/
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count?: number;
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/** Empty or omitted for first page */
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cursor?: string;
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/** Integration hub user id; uses the stored Plaid Item access token for this user. */
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userId: string;
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};
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export type PlaidGetAuth200Numbers = {
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[key: string]: unknown | null;
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};
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export type PlaidGetAuth200Item = {
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[key: string]: unknown | null;
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};
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/**
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* @nullable
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*/
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export type PlaidGetAuth200AccountsItem = unknown | null;
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export type PlaidGetAuth200 = {
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accounts: PlaidGetAuth200AccountsItem[];
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item: PlaidGetAuth200Item;
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numbers: PlaidGetAuth200Numbers;
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request_id: string;
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[key: string]: unknown | null;
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};
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export type PlaidGetAuthBody = {
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account_ids?: string[];
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/** Integration hub user id; uses the stored Plaid Item access token for this user. */
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userId: string;
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export type PlaidGetAccountsBalance200Item = {
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};
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export type PlaidGetAccountsBalance200AccountsItem = unknown | null;
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export type PlaidGetAccountsBalance200 = {
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accounts: PlaidGetAccountsBalance200AccountsItem[];
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item: PlaidGetAccountsBalance200Item;
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request_id: string;
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export type PlaidGetAccountsBalanceBody = {
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account_ids?: string[];
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/** Integration hub user id; uses the stored Plaid Item access token for this user. */
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userId: string;
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};
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export type PlaidGetAccounts200Item = {
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};
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/**
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* @nullable
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*/
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export type PlaidGetAccounts200AccountsItem = unknown | null;
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export type PlaidGetAccounts200 = {
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accounts: PlaidGetAccounts200AccountsItem[];
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item: PlaidGetAccounts200Item;
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request_id: string;
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};
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export type PlaidGetAccountsBody = {
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account_ids?: string[];
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/** Integration hub user id; uses the stored Plaid Item access token for this user. */
|
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userId: string;
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};
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export type PlaidHostedLinkCallbackParams = {
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state?: string;
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error?: string;
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error_description?: string;
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};
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export type PlaidStartHostedLink200 = {
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/** Plaid Hosted Link URL to send the end user to. */
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url: string;
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/** Integration hub user id used to store Plaid tokens after exchange. */
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userId: string;
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};
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export type PlaidStartHostedLinkBodyUser = {
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/** @minLength 1 */
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client_user_id: string;
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email_address?: string;
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phone_number?: string;
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};
|
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export type PlaidStartHostedLinkBody = {
|
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|
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/** PerUser only: Plaid developer `client_id` for this user. Must be sent with `clientSecret`; stored on the integration user row so the Hosted Link callback can exchange the token. Ignored for Shared configs (use the integration configuration instead). */
|
|
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|
+
clientId?: string;
|
|
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|
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/** PerUser only: paired with `clientId`. Stored encrypted on the integration user row for the callback flow. */
|
|
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|
+
clientSecret?: string;
|
|
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|
+
hosted_link?: PlaidStartHostedLinkBodyHostedLink;
|
|
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|
+
/** Generated app URL to redirect the browser to after Plaid Hosted Link completes. */
|
|
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|
+
originalRedirectUrl?: string;
|
|
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|
+
user: PlaidStartHostedLinkBodyUser;
|
|
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|
+
/** Existing integration user id. Omit to create a new credential row before Hosted Link. Required when the integration config type is PerUser. */
|
|
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|
+
userId?: string;
|
|
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|
+
};
|
|
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|
+
export type PlaidStartHostedLinkBodyHostedLinkDeliveryMethod = typeof PlaidStartHostedLinkBodyHostedLinkDeliveryMethod[keyof typeof PlaidStartHostedLinkBodyHostedLinkDeliveryMethod];
|
|
391
|
+
export declare const PlaidStartHostedLinkBodyHostedLinkDeliveryMethod: {
|
|
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|
+
readonly sms: "sms";
|
|
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|
+
readonly email: "email";
|
|
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|
+
};
|
|
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|
+
export type PlaidStartHostedLinkBodyHostedLink = {
|
|
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|
+
completion_redirect_uri?: string;
|
|
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|
+
delivery_method?: PlaidStartHostedLinkBodyHostedLinkDeliveryMethod;
|
|
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|
+
is_mobile_app?: boolean;
|
|
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|
+
/**
|
|
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|
+
* @minimum 900
|
|
401
|
+
* @maximum 86400
|
|
402
|
+
*/
|
|
403
|
+
url_lifetime_seconds?: number;
|
|
404
|
+
};
|
|
1
405
|
export type WealthboxGetActivity200StreamItemsItem = {
|
|
2
406
|
[key: string]: unknown | null;
|
|
3
407
|
};
|
|
@@ -60,10 +464,6 @@ export type WealthboxGetWorkflowTemplatesBody = {
|
|
|
60
464
|
userId: string;
|
|
61
465
|
[key: string]: unknown | null;
|
|
62
466
|
};
|
|
63
|
-
export type WealthboxGetContactRoles200 = {
|
|
64
|
-
contact_roles: WealthboxGetContactRoles200ContactRolesItem[];
|
|
65
|
-
[key: string]: unknown | null;
|
|
66
|
-
};
|
|
67
467
|
export type WealthboxGetContactRoles200ContactRolesItemRemovedOptionsItem = {
|
|
68
468
|
[key: string]: unknown | null;
|
|
69
469
|
};
|
|
@@ -78,6 +478,10 @@ export type WealthboxGetContactRoles200ContactRolesItem = {
|
|
|
78
478
|
removed_options?: WealthboxGetContactRoles200ContactRolesItemRemovedOptionsItem[];
|
|
79
479
|
[key: string]: unknown | null;
|
|
80
480
|
};
|
|
481
|
+
export type WealthboxGetContactRoles200 = {
|
|
482
|
+
contact_roles: WealthboxGetContactRoles200ContactRolesItem[];
|
|
483
|
+
[key: string]: unknown | null;
|
|
484
|
+
};
|
|
81
485
|
export type WealthboxGetContactRolesBody = {
|
|
82
486
|
/**
|
|
83
487
|
* Page number for paginated Wealthbox endpoints.
|
|
@@ -147,6 +551,10 @@ export type WealthboxGetCategoryMembersBody = {
|
|
|
147
551
|
userId: string;
|
|
148
552
|
[key: string]: unknown | null;
|
|
149
553
|
};
|
|
554
|
+
export type WealthboxGetCustomFields200 = {
|
|
555
|
+
custom_fields?: WealthboxGetCustomFields200CustomFieldsItem[];
|
|
556
|
+
[key: string]: unknown | null;
|
|
557
|
+
};
|
|
150
558
|
/**
|
|
151
559
|
* @nullable
|
|
152
560
|
*/
|
|
@@ -172,10 +580,6 @@ export type WealthboxGetCustomFields200CustomFieldsItem = {
|
|
|
172
580
|
value?: WealthboxGetCustomFields200CustomFieldsItemValue;
|
|
173
581
|
[key: string]: unknown | null;
|
|
174
582
|
};
|
|
175
|
-
export type WealthboxGetCustomFields200 = {
|
|
176
|
-
custom_fields?: WealthboxGetCustomFields200CustomFieldsItem[];
|
|
177
|
-
[key: string]: unknown | null;
|
|
178
|
-
};
|
|
179
583
|
/**
|
|
180
584
|
* The document type that the custom fields are for
|
|
181
585
|
*/
|
|
@@ -274,6 +678,7 @@ export type WealthboxGetTeamsBody = {
|
|
|
274
678
|
userId: string;
|
|
275
679
|
[key: string]: unknown | null;
|
|
276
680
|
};
|
|
681
|
+
export type WealthboxGetUsers200UsersItemStatus = 'active' | 'invited' | 'inactive' | 'legacy' | string;
|
|
277
682
|
export type WealthboxGetUsers200UsersItem = {
|
|
278
683
|
/** @nullable */
|
|
279
684
|
account?: number | null;
|
|
@@ -289,7 +694,6 @@ export type WealthboxGetUsers200 = {
|
|
|
289
694
|
users?: WealthboxGetUsers200UsersItem[];
|
|
290
695
|
[key: string]: unknown | null;
|
|
291
696
|
};
|
|
292
|
-
export type WealthboxGetUsers200UsersItemStatus = 'active' | 'invited' | 'inactive' | 'legacy' | string;
|
|
293
697
|
/**
|
|
294
698
|
* Filter users by their status
|
|
295
699
|
*/
|
|
@@ -1071,12 +1475,6 @@ export type WealthboxUpdateProject200 = {
|
|
|
1071
1475
|
visible_to?: WealthboxUpdateProject200VisibleTo;
|
|
1072
1476
|
[key: string]: unknown | null;
|
|
1073
1477
|
};
|
|
1074
|
-
export type WealthboxUpdateProjectBodyCustomFieldsItem = {
|
|
1075
|
-
/** @nullable */
|
|
1076
|
-
id: number | null;
|
|
1077
|
-
value?: WealthboxUpdateProjectBodyCustomFieldsItemValue;
|
|
1078
|
-
[key: string]: unknown | null;
|
|
1079
|
-
};
|
|
1080
1478
|
export type WealthboxUpdateProjectBody = {
|
|
1081
1479
|
custom_fields?: WealthboxUpdateProjectBodyCustomFieldsItem[];
|
|
1082
1480
|
/** @minLength 1 */
|
|
@@ -1104,6 +1502,12 @@ export type WealthboxUpdateProjectBodyCustomFieldsItemValueAnyOfTwo = unknown |
|
|
|
1104
1502
|
*/
|
|
1105
1503
|
export type WealthboxUpdateProjectBodyCustomFieldsItemValueAnyOf = unknown | null;
|
|
1106
1504
|
export type WealthboxUpdateProjectBodyCustomFieldsItemValue = string | number | boolean | string[] | WealthboxUpdateProjectBodyCustomFieldsItemValueAnyOf | WealthboxUpdateProjectBodyCustomFieldsItemValueAnyOfTwo;
|
|
1505
|
+
export type WealthboxUpdateProjectBodyCustomFieldsItem = {
|
|
1506
|
+
/** @nullable */
|
|
1507
|
+
id: number | null;
|
|
1508
|
+
value?: WealthboxUpdateProjectBodyCustomFieldsItemValue;
|
|
1509
|
+
[key: string]: unknown | null;
|
|
1510
|
+
};
|
|
1107
1511
|
/**
|
|
1108
1512
|
* @nullable
|
|
1109
1513
|
*/
|
|
@@ -1757,28 +2161,6 @@ export type WealthboxUpdateOpportunityBodyLinkedToItem = {
|
|
|
1757
2161
|
type: string;
|
|
1758
2162
|
[key: string]: unknown | null;
|
|
1759
2163
|
};
|
|
1760
|
-
/**
|
|
1761
|
-
* @nullable
|
|
1762
|
-
*/
|
|
1763
|
-
export type WealthboxUpdateOpportunityBodyCustomFieldsItemValueAnyOfTwo = unknown | null;
|
|
1764
|
-
/**
|
|
1765
|
-
* @nullable
|
|
1766
|
-
*/
|
|
1767
|
-
export type WealthboxUpdateOpportunityBodyCustomFieldsItemValueAnyOf = unknown | null;
|
|
1768
|
-
export type WealthboxUpdateOpportunityBodyCustomFieldsItemValue = string | number | boolean | string[] | WealthboxUpdateOpportunityBodyCustomFieldsItemValueAnyOf | WealthboxUpdateOpportunityBodyCustomFieldsItemValueAnyOfTwo;
|
|
1769
|
-
export type WealthboxUpdateOpportunityBodyCustomFieldsItem = {
|
|
1770
|
-
/** @nullable */
|
|
1771
|
-
id: number | null;
|
|
1772
|
-
value?: WealthboxUpdateOpportunityBodyCustomFieldsItemValue;
|
|
1773
|
-
[key: string]: unknown | null;
|
|
1774
|
-
};
|
|
1775
|
-
export type WealthboxUpdateOpportunityBodyAmountsItemKind = 'Fee' | 'Commission' | 'AUM' | 'Other' | string;
|
|
1776
|
-
export type WealthboxUpdateOpportunityBodyAmountsItem = {
|
|
1777
|
-
amount?: number;
|
|
1778
|
-
currency?: string;
|
|
1779
|
-
kind?: WealthboxUpdateOpportunityBodyAmountsItemKind;
|
|
1780
|
-
[key: string]: unknown | null;
|
|
1781
|
-
};
|
|
1782
2164
|
export type WealthboxUpdateOpportunityBody = {
|
|
1783
2165
|
amounts?: WealthboxUpdateOpportunityBodyAmountsItem[];
|
|
1784
2166
|
custom_fields?: WealthboxUpdateOpportunityBodyCustomFieldsItem[];
|
|
@@ -1806,13 +2188,35 @@ export type WealthboxUpdateOpportunityBody = {
|
|
|
1806
2188
|
/**
|
|
1807
2189
|
* @nullable
|
|
1808
2190
|
*/
|
|
1809
|
-
export type
|
|
2191
|
+
export type WealthboxUpdateOpportunityBodyCustomFieldsItemValueAnyOfTwo = unknown | null;
|
|
1810
2192
|
/**
|
|
1811
2193
|
* @nullable
|
|
1812
2194
|
*/
|
|
1813
|
-
export type
|
|
1814
|
-
|
|
1815
|
-
|
|
2195
|
+
export type WealthboxUpdateOpportunityBodyCustomFieldsItemValueAnyOf = unknown | null;
|
|
2196
|
+
export type WealthboxUpdateOpportunityBodyCustomFieldsItemValue = string | number | boolean | string[] | WealthboxUpdateOpportunityBodyCustomFieldsItemValueAnyOf | WealthboxUpdateOpportunityBodyCustomFieldsItemValueAnyOfTwo;
|
|
2197
|
+
export type WealthboxUpdateOpportunityBodyCustomFieldsItem = {
|
|
2198
|
+
/** @nullable */
|
|
2199
|
+
id: number | null;
|
|
2200
|
+
value?: WealthboxUpdateOpportunityBodyCustomFieldsItemValue;
|
|
2201
|
+
[key: string]: unknown | null;
|
|
2202
|
+
};
|
|
2203
|
+
export type WealthboxUpdateOpportunityBodyAmountsItemKind = 'Fee' | 'Commission' | 'AUM' | 'Other' | string;
|
|
2204
|
+
export type WealthboxUpdateOpportunityBodyAmountsItem = {
|
|
2205
|
+
amount?: number;
|
|
2206
|
+
currency?: string;
|
|
2207
|
+
kind?: WealthboxUpdateOpportunityBodyAmountsItemKind;
|
|
2208
|
+
[key: string]: unknown | null;
|
|
2209
|
+
};
|
|
2210
|
+
/**
|
|
2211
|
+
* @nullable
|
|
2212
|
+
*/
|
|
2213
|
+
export type WealthboxCreateOpportunity200VisibleTo = unknown | null;
|
|
2214
|
+
/**
|
|
2215
|
+
* @nullable
|
|
2216
|
+
*/
|
|
2217
|
+
export type WealthboxCreateOpportunity200UpdatedAt = unknown | null;
|
|
2218
|
+
/**
|
|
2219
|
+
* @nullable
|
|
1816
2220
|
*/
|
|
1817
2221
|
export type WealthboxCreateOpportunity200TargetClose = unknown | null;
|
|
1818
2222
|
/**
|
|
@@ -1903,25 +2307,6 @@ export type WealthboxCreateOpportunityBodyLinkedToItem = {
|
|
|
1903
2307
|
type: string;
|
|
1904
2308
|
[key: string]: unknown | null;
|
|
1905
2309
|
};
|
|
1906
|
-
export type WealthboxCreateOpportunityBody = {
|
|
1907
|
-
amounts: WealthboxCreateOpportunityBodyAmountsItem[];
|
|
1908
|
-
custom_fields?: WealthboxCreateOpportunityBodyCustomFieldsItem[];
|
|
1909
|
-
description?: string;
|
|
1910
|
-
linked_to?: WealthboxCreateOpportunityBodyLinkedToItem[];
|
|
1911
|
-
/** @nullable */
|
|
1912
|
-
manager?: number | null;
|
|
1913
|
-
/** @minLength 1 */
|
|
1914
|
-
name: string;
|
|
1915
|
-
next_step?: string;
|
|
1916
|
-
probability: number;
|
|
1917
|
-
/** @nullable */
|
|
1918
|
-
stage: number | null;
|
|
1919
|
-
target_close: string;
|
|
1920
|
-
/** Integration user id for Wealthbox requests. */
|
|
1921
|
-
userId: string;
|
|
1922
|
-
visible_to?: string;
|
|
1923
|
-
[key: string]: unknown | null;
|
|
1924
|
-
};
|
|
1925
2310
|
/**
|
|
1926
2311
|
* @nullable
|
|
1927
2312
|
*/
|
|
@@ -1944,6 +2329,25 @@ export type WealthboxCreateOpportunityBodyAmountsItem = {
|
|
|
1944
2329
|
kind?: WealthboxCreateOpportunityBodyAmountsItemKind;
|
|
1945
2330
|
[key: string]: unknown | null;
|
|
1946
2331
|
};
|
|
2332
|
+
export type WealthboxCreateOpportunityBody = {
|
|
2333
|
+
amounts: WealthboxCreateOpportunityBodyAmountsItem[];
|
|
2334
|
+
custom_fields?: WealthboxCreateOpportunityBodyCustomFieldsItem[];
|
|
2335
|
+
description?: string;
|
|
2336
|
+
linked_to?: WealthboxCreateOpportunityBodyLinkedToItem[];
|
|
2337
|
+
/** @nullable */
|
|
2338
|
+
manager?: number | null;
|
|
2339
|
+
/** @minLength 1 */
|
|
2340
|
+
name: string;
|
|
2341
|
+
next_step?: string;
|
|
2342
|
+
probability: number;
|
|
2343
|
+
/** @nullable */
|
|
2344
|
+
stage: number | null;
|
|
2345
|
+
target_close: string;
|
|
2346
|
+
/** Integration user id for Wealthbox requests. */
|
|
2347
|
+
userId: string;
|
|
2348
|
+
visible_to?: string;
|
|
2349
|
+
[key: string]: unknown | null;
|
|
2350
|
+
};
|
|
1947
2351
|
/**
|
|
1948
2352
|
* @nullable
|
|
1949
2353
|
*/
|
|
@@ -2740,45 +3144,6 @@ export type WealthboxGetEventBody = {
|
|
|
2740
3144
|
userId: string;
|
|
2741
3145
|
[key: string]: unknown | null;
|
|
2742
3146
|
};
|
|
2743
|
-
export type WealthboxGetEvents200EventsItem = {
|
|
2744
|
-
/** @nullable */
|
|
2745
|
-
all_day?: WealthboxGetEvents200EventsItemAllDay;
|
|
2746
|
-
/** @nullable */
|
|
2747
|
-
created_at?: WealthboxGetEvents200EventsItemCreatedAt;
|
|
2748
|
-
/** @nullable */
|
|
2749
|
-
creator?: WealthboxGetEvents200EventsItemCreator;
|
|
2750
|
-
/** @nullable */
|
|
2751
|
-
custom_fields?: WealthboxGetEvents200EventsItemCustomFields;
|
|
2752
|
-
/** @nullable */
|
|
2753
|
-
description?: WealthboxGetEvents200EventsItemDescription;
|
|
2754
|
-
/** @nullable */
|
|
2755
|
-
email_invitees?: WealthboxGetEvents200EventsItemEmailInvitees;
|
|
2756
|
-
/** @nullable */
|
|
2757
|
-
ends_at?: WealthboxGetEvents200EventsItemEndsAt;
|
|
2758
|
-
/** @nullable */
|
|
2759
|
-
event_category?: WealthboxGetEvents200EventsItemEventCategory;
|
|
2760
|
-
/** @nullable */
|
|
2761
|
-
id?: WealthboxGetEvents200EventsItemId;
|
|
2762
|
-
/** @nullable */
|
|
2763
|
-
invitees?: WealthboxGetEvents200EventsItemInvitees;
|
|
2764
|
-
/** @nullable */
|
|
2765
|
-
linked_to?: WealthboxGetEvents200EventsItemLinkedTo;
|
|
2766
|
-
/** @nullable */
|
|
2767
|
-
location?: WealthboxGetEvents200EventsItemLocation;
|
|
2768
|
-
/** @nullable */
|
|
2769
|
-
repeats?: WealthboxGetEvents200EventsItemRepeats;
|
|
2770
|
-
/** @nullable */
|
|
2771
|
-
starts_at?: WealthboxGetEvents200EventsItemStartsAt;
|
|
2772
|
-
/** @nullable */
|
|
2773
|
-
state?: WealthboxGetEvents200EventsItemState;
|
|
2774
|
-
/** @nullable */
|
|
2775
|
-
title?: WealthboxGetEvents200EventsItemTitle;
|
|
2776
|
-
/** @nullable */
|
|
2777
|
-
updated_at?: WealthboxGetEvents200EventsItemUpdatedAt;
|
|
2778
|
-
/** @nullable */
|
|
2779
|
-
visible_to?: WealthboxGetEvents200EventsItemVisibleTo;
|
|
2780
|
-
[key: string]: unknown | null;
|
|
2781
|
-
};
|
|
2782
3147
|
export type WealthboxGetEvents200 = {
|
|
2783
3148
|
events?: WealthboxGetEvents200EventsItem[];
|
|
2784
3149
|
[key: string]: unknown | null;
|
|
@@ -2855,6 +3220,45 @@ export type WealthboxGetEvents200EventsItemCreatedAt = unknown | null;
|
|
|
2855
3220
|
* @nullable
|
|
2856
3221
|
*/
|
|
2857
3222
|
export type WealthboxGetEvents200EventsItemAllDay = unknown | null;
|
|
3223
|
+
export type WealthboxGetEvents200EventsItem = {
|
|
3224
|
+
/** @nullable */
|
|
3225
|
+
all_day?: WealthboxGetEvents200EventsItemAllDay;
|
|
3226
|
+
/** @nullable */
|
|
3227
|
+
created_at?: WealthboxGetEvents200EventsItemCreatedAt;
|
|
3228
|
+
/** @nullable */
|
|
3229
|
+
creator?: WealthboxGetEvents200EventsItemCreator;
|
|
3230
|
+
/** @nullable */
|
|
3231
|
+
custom_fields?: WealthboxGetEvents200EventsItemCustomFields;
|
|
3232
|
+
/** @nullable */
|
|
3233
|
+
description?: WealthboxGetEvents200EventsItemDescription;
|
|
3234
|
+
/** @nullable */
|
|
3235
|
+
email_invitees?: WealthboxGetEvents200EventsItemEmailInvitees;
|
|
3236
|
+
/** @nullable */
|
|
3237
|
+
ends_at?: WealthboxGetEvents200EventsItemEndsAt;
|
|
3238
|
+
/** @nullable */
|
|
3239
|
+
event_category?: WealthboxGetEvents200EventsItemEventCategory;
|
|
3240
|
+
/** @nullable */
|
|
3241
|
+
id?: WealthboxGetEvents200EventsItemId;
|
|
3242
|
+
/** @nullable */
|
|
3243
|
+
invitees?: WealthboxGetEvents200EventsItemInvitees;
|
|
3244
|
+
/** @nullable */
|
|
3245
|
+
linked_to?: WealthboxGetEvents200EventsItemLinkedTo;
|
|
3246
|
+
/** @nullable */
|
|
3247
|
+
location?: WealthboxGetEvents200EventsItemLocation;
|
|
3248
|
+
/** @nullable */
|
|
3249
|
+
repeats?: WealthboxGetEvents200EventsItemRepeats;
|
|
3250
|
+
/** @nullable */
|
|
3251
|
+
starts_at?: WealthboxGetEvents200EventsItemStartsAt;
|
|
3252
|
+
/** @nullable */
|
|
3253
|
+
state?: WealthboxGetEvents200EventsItemState;
|
|
3254
|
+
/** @nullable */
|
|
3255
|
+
title?: WealthboxGetEvents200EventsItemTitle;
|
|
3256
|
+
/** @nullable */
|
|
3257
|
+
updated_at?: WealthboxGetEvents200EventsItemUpdatedAt;
|
|
3258
|
+
/** @nullable */
|
|
3259
|
+
visible_to?: WealthboxGetEvents200EventsItemVisibleTo;
|
|
3260
|
+
[key: string]: unknown | null;
|
|
3261
|
+
};
|
|
2858
3262
|
/**
|
|
2859
3263
|
* The order that the events should be returned in regarding event start
|
|
2860
3264
|
*/
|
|
@@ -3045,6 +3449,30 @@ export type WealthboxUpdateTaskBodyLinkedToItem = {
|
|
|
3045
3449
|
type: string;
|
|
3046
3450
|
[key: string]: unknown | null;
|
|
3047
3451
|
};
|
|
3452
|
+
/**
|
|
3453
|
+
* @nullable
|
|
3454
|
+
*/
|
|
3455
|
+
export type WealthboxUpdateTaskBodyCustomFieldsItemValueAnyOfTwo = unknown | null;
|
|
3456
|
+
/**
|
|
3457
|
+
* @nullable
|
|
3458
|
+
*/
|
|
3459
|
+
export type WealthboxUpdateTaskBodyCustomFieldsItemValueAnyOf = unknown | null;
|
|
3460
|
+
export type WealthboxUpdateTaskBodyCustomFieldsItemValue = string | number | boolean | string[] | WealthboxUpdateTaskBodyCustomFieldsItemValueAnyOf | WealthboxUpdateTaskBodyCustomFieldsItemValueAnyOfTwo;
|
|
3461
|
+
export type WealthboxUpdateTaskBodyCustomFieldsItem = {
|
|
3462
|
+
/** @nullable */
|
|
3463
|
+
id: number | null;
|
|
3464
|
+
value?: WealthboxUpdateTaskBodyCustomFieldsItemValue;
|
|
3465
|
+
[key: string]: unknown | null;
|
|
3466
|
+
};
|
|
3467
|
+
/**
|
|
3468
|
+
* @nullable
|
|
3469
|
+
*/
|
|
3470
|
+
export type WealthboxUpdateTaskBodyCategoryAnyOfTwo = unknown | null;
|
|
3471
|
+
/**
|
|
3472
|
+
* @nullable
|
|
3473
|
+
*/
|
|
3474
|
+
export type WealthboxUpdateTaskBodyCategoryAnyOf = unknown | null;
|
|
3475
|
+
export type WealthboxUpdateTaskBodyCategory = number | null | string | WealthboxUpdateTaskBodyCategoryAnyOf | WealthboxUpdateTaskBodyCategoryAnyOfTwo;
|
|
3048
3476
|
export type WealthboxUpdateTaskBody = {
|
|
3049
3477
|
/** @nullable */
|
|
3050
3478
|
assigned_to?: number | null;
|
|
@@ -3071,30 +3499,6 @@ export type WealthboxUpdateTaskBody = {
|
|
|
3071
3499
|
visible_to?: string;
|
|
3072
3500
|
[key: string]: unknown | null;
|
|
3073
3501
|
};
|
|
3074
|
-
export type WealthboxUpdateTaskBodyCustomFieldsItemValue = string | number | boolean | string[] | WealthboxUpdateTaskBodyCustomFieldsItemValueAnyOf | WealthboxUpdateTaskBodyCustomFieldsItemValueAnyOfTwo;
|
|
3075
|
-
export type WealthboxUpdateTaskBodyCustomFieldsItem = {
|
|
3076
|
-
/** @nullable */
|
|
3077
|
-
id: number | null;
|
|
3078
|
-
value?: WealthboxUpdateTaskBodyCustomFieldsItemValue;
|
|
3079
|
-
[key: string]: unknown | null;
|
|
3080
|
-
};
|
|
3081
|
-
/**
|
|
3082
|
-
* @nullable
|
|
3083
|
-
*/
|
|
3084
|
-
export type WealthboxUpdateTaskBodyCustomFieldsItemValueAnyOfTwo = unknown | null;
|
|
3085
|
-
/**
|
|
3086
|
-
* @nullable
|
|
3087
|
-
*/
|
|
3088
|
-
export type WealthboxUpdateTaskBodyCustomFieldsItemValueAnyOf = unknown | null;
|
|
3089
|
-
/**
|
|
3090
|
-
* @nullable
|
|
3091
|
-
*/
|
|
3092
|
-
export type WealthboxUpdateTaskBodyCategoryAnyOfTwo = unknown | null;
|
|
3093
|
-
/**
|
|
3094
|
-
* @nullable
|
|
3095
|
-
*/
|
|
3096
|
-
export type WealthboxUpdateTaskBodyCategoryAnyOf = unknown | null;
|
|
3097
|
-
export type WealthboxUpdateTaskBodyCategory = number | null | string | WealthboxUpdateTaskBodyCategoryAnyOf | WealthboxUpdateTaskBodyCategoryAnyOfTwo;
|
|
3098
3502
|
/**
|
|
3099
3503
|
* @nullable
|
|
3100
3504
|
*/
|
|
@@ -3237,6 +3641,27 @@ export type WealthboxCreateTaskBodyLinkedToItem = {
|
|
|
3237
3641
|
type: string;
|
|
3238
3642
|
[key: string]: unknown | null;
|
|
3239
3643
|
};
|
|
3644
|
+
export type WealthboxCreateTaskBody = {
|
|
3645
|
+
/** @nullable */
|
|
3646
|
+
assigned_to?: number | null;
|
|
3647
|
+
/** @nullable */
|
|
3648
|
+
assigned_to_team?: number | null;
|
|
3649
|
+
category?: WealthboxCreateTaskBodyCategory;
|
|
3650
|
+
complete?: boolean;
|
|
3651
|
+
custom_fields?: WealthboxCreateTaskBodyCustomFieldsItem[];
|
|
3652
|
+
description?: string;
|
|
3653
|
+
due_date: string;
|
|
3654
|
+
/** @nullable */
|
|
3655
|
+
due_later?: string | null;
|
|
3656
|
+
linked_to?: WealthboxCreateTaskBodyLinkedToItem[];
|
|
3657
|
+
/** @minLength 1 */
|
|
3658
|
+
name: string;
|
|
3659
|
+
priority?: WealthboxCreateTaskBodyPriority;
|
|
3660
|
+
/** Integration user id for Wealthbox requests. */
|
|
3661
|
+
userId: string;
|
|
3662
|
+
visible_to?: string;
|
|
3663
|
+
[key: string]: unknown | null;
|
|
3664
|
+
};
|
|
3240
3665
|
/**
|
|
3241
3666
|
* @nullable
|
|
3242
3667
|
*/
|
|
@@ -3261,27 +3686,6 @@ export type WealthboxCreateTaskBodyCategoryAnyOfTwo = unknown | null;
|
|
|
3261
3686
|
*/
|
|
3262
3687
|
export type WealthboxCreateTaskBodyCategoryAnyOf = unknown | null;
|
|
3263
3688
|
export type WealthboxCreateTaskBodyCategory = number | null | string | WealthboxCreateTaskBodyCategoryAnyOf | WealthboxCreateTaskBodyCategoryAnyOfTwo;
|
|
3264
|
-
export type WealthboxCreateTaskBody = {
|
|
3265
|
-
/** @nullable */
|
|
3266
|
-
assigned_to?: number | null;
|
|
3267
|
-
/** @nullable */
|
|
3268
|
-
assigned_to_team?: number | null;
|
|
3269
|
-
category?: WealthboxCreateTaskBodyCategory;
|
|
3270
|
-
complete?: boolean;
|
|
3271
|
-
custom_fields?: WealthboxCreateTaskBodyCustomFieldsItem[];
|
|
3272
|
-
description?: string;
|
|
3273
|
-
due_date: string;
|
|
3274
|
-
/** @nullable */
|
|
3275
|
-
due_later?: string | null;
|
|
3276
|
-
linked_to?: WealthboxCreateTaskBodyLinkedToItem[];
|
|
3277
|
-
/** @minLength 1 */
|
|
3278
|
-
name: string;
|
|
3279
|
-
priority?: WealthboxCreateTaskBodyPriority;
|
|
3280
|
-
/** Integration user id for Wealthbox requests. */
|
|
3281
|
-
userId: string;
|
|
3282
|
-
visible_to?: string;
|
|
3283
|
-
[key: string]: unknown | null;
|
|
3284
|
-
};
|
|
3285
3689
|
/**
|
|
3286
3690
|
* @nullable
|
|
3287
3691
|
*/
|
|
@@ -4134,124 +4538,6 @@ export declare const WealthboxUpdateContactBodyAllOfTimeHorizon: {
|
|
|
4134
4538
|
readonly Intermediate: "Intermediate";
|
|
4135
4539
|
readonly Long_Term: "Long Term";
|
|
4136
4540
|
};
|
|
4137
|
-
export type WealthboxUpdateContactBodyAllOfStreetAddressesItemKind = typeof WealthboxUpdateContactBodyAllOfStreetAddressesItemKind[keyof typeof WealthboxUpdateContactBodyAllOfStreetAddressesItemKind];
|
|
4138
|
-
export declare const WealthboxUpdateContactBodyAllOfStreetAddressesItemKind: {
|
|
4139
|
-
readonly Work: "Work";
|
|
4140
|
-
readonly Home: "Home";
|
|
4141
|
-
readonly Mobile: "Mobile";
|
|
4142
|
-
readonly Vacation: "Vacation";
|
|
4143
|
-
readonly Fax: "Fax";
|
|
4144
|
-
readonly Other: "Other";
|
|
4145
|
-
};
|
|
4146
|
-
export type WealthboxUpdateContactBodyAllOfStreetAddressesItem = {
|
|
4147
|
-
city?: string;
|
|
4148
|
-
country?: string;
|
|
4149
|
-
destroy?: boolean;
|
|
4150
|
-
kind?: WealthboxUpdateContactBodyAllOfStreetAddressesItemKind;
|
|
4151
|
-
principal?: boolean;
|
|
4152
|
-
state?: string;
|
|
4153
|
-
street_line_1?: string;
|
|
4154
|
-
street_line_2?: string;
|
|
4155
|
-
zip_code?: string;
|
|
4156
|
-
[key: string]: unknown | null;
|
|
4157
|
-
};
|
|
4158
|
-
export type WealthboxUpdateContactBodyAllOfStatus = typeof WealthboxUpdateContactBodyAllOfStatus[keyof typeof WealthboxUpdateContactBodyAllOfStatus];
|
|
4159
|
-
export declare const WealthboxUpdateContactBodyAllOfStatus: {
|
|
4160
|
-
readonly Active: "Active";
|
|
4161
|
-
readonly Inactive: "Inactive";
|
|
4162
|
-
};
|
|
4163
|
-
export type WealthboxUpdateContactBodyAllOfRiskTolerance = typeof WealthboxUpdateContactBodyAllOfRiskTolerance[keyof typeof WealthboxUpdateContactBodyAllOfRiskTolerance];
|
|
4164
|
-
export declare const WealthboxUpdateContactBodyAllOfRiskTolerance: {
|
|
4165
|
-
readonly Low: "Low";
|
|
4166
|
-
readonly Moderate: "Moderate";
|
|
4167
|
-
readonly High_Risk: "High Risk";
|
|
4168
|
-
};
|
|
4169
|
-
export type WealthboxUpdateContactBodyAllOfPhoneNumbersItemKind = typeof WealthboxUpdateContactBodyAllOfPhoneNumbersItemKind[keyof typeof WealthboxUpdateContactBodyAllOfPhoneNumbersItemKind];
|
|
4170
|
-
export declare const WealthboxUpdateContactBodyAllOfPhoneNumbersItemKind: {
|
|
4171
|
-
readonly Work: "Work";
|
|
4172
|
-
readonly Home: "Home";
|
|
4173
|
-
readonly Mobile: "Mobile";
|
|
4174
|
-
readonly Vacation: "Vacation";
|
|
4175
|
-
readonly Fax: "Fax";
|
|
4176
|
-
readonly Other: "Other";
|
|
4177
|
-
};
|
|
4178
|
-
export type WealthboxUpdateContactBodyAllOfPhoneNumbersItem = {
|
|
4179
|
-
address: string;
|
|
4180
|
-
destroy?: boolean;
|
|
4181
|
-
extension?: string;
|
|
4182
|
-
kind?: WealthboxUpdateContactBodyAllOfPhoneNumbersItemKind;
|
|
4183
|
-
principal?: boolean;
|
|
4184
|
-
[key: string]: unknown | null;
|
|
4185
|
-
};
|
|
4186
|
-
export type WealthboxUpdateContactBodyAllOfOccupation = {
|
|
4187
|
-
name?: string;
|
|
4188
|
-
start_date?: string;
|
|
4189
|
-
[key: string]: unknown | null;
|
|
4190
|
-
};
|
|
4191
|
-
export type WealthboxUpdateContactBodyAllOfMaritalStatus = typeof WealthboxUpdateContactBodyAllOfMaritalStatus[keyof typeof WealthboxUpdateContactBodyAllOfMaritalStatus];
|
|
4192
|
-
export declare const WealthboxUpdateContactBodyAllOfMaritalStatus: {
|
|
4193
|
-
readonly Married: "Married";
|
|
4194
|
-
readonly Single: "Single";
|
|
4195
|
-
readonly Divorced: "Divorced";
|
|
4196
|
-
readonly Widowed: "Widowed";
|
|
4197
|
-
readonly Life_Partner: "Life Partner";
|
|
4198
|
-
readonly Separated: "Separated";
|
|
4199
|
-
readonly Unknown: "Unknown";
|
|
4200
|
-
};
|
|
4201
|
-
export type WealthboxUpdateContactBodyAllOfInvestmentObjective = typeof WealthboxUpdateContactBodyAllOfInvestmentObjective[keyof typeof WealthboxUpdateContactBodyAllOfInvestmentObjective];
|
|
4202
|
-
export declare const WealthboxUpdateContactBodyAllOfInvestmentObjective: {
|
|
4203
|
-
readonly Aggressive_Growth: "Aggressive Growth";
|
|
4204
|
-
readonly Growth: "Growth";
|
|
4205
|
-
readonly Income: "Income";
|
|
4206
|
-
readonly Safety_of_Principal: "Safety of Principal";
|
|
4207
|
-
};
|
|
4208
|
-
export type WealthboxUpdateContactBodyAllOfHouseholdTitle = typeof WealthboxUpdateContactBodyAllOfHouseholdTitle[keyof typeof WealthboxUpdateContactBodyAllOfHouseholdTitle];
|
|
4209
|
-
export declare const WealthboxUpdateContactBodyAllOfHouseholdTitle: {
|
|
4210
|
-
readonly Head: "Head";
|
|
4211
|
-
readonly Spouse: "Spouse";
|
|
4212
|
-
readonly Partner: "Partner";
|
|
4213
|
-
readonly Child: "Child";
|
|
4214
|
-
readonly Grandchild: "Grandchild";
|
|
4215
|
-
readonly Parent: "Parent";
|
|
4216
|
-
readonly Grandparent: "Grandparent";
|
|
4217
|
-
readonly Sibling: "Sibling";
|
|
4218
|
-
readonly Other_Dependent: "Other Dependent";
|
|
4219
|
-
};
|
|
4220
|
-
export type WealthboxUpdateContactBodyAllOfHousehold = {
|
|
4221
|
-
name?: string;
|
|
4222
|
-
title?: WealthboxUpdateContactBodyAllOfHouseholdTitle;
|
|
4223
|
-
[key: string]: unknown | null;
|
|
4224
|
-
};
|
|
4225
|
-
export type WealthboxUpdateContactBodyAllOfGender = typeof WealthboxUpdateContactBodyAllOfGender[keyof typeof WealthboxUpdateContactBodyAllOfGender];
|
|
4226
|
-
export declare const WealthboxUpdateContactBodyAllOfGender: {
|
|
4227
|
-
readonly Female: "Female";
|
|
4228
|
-
readonly Male: "Male";
|
|
4229
|
-
readonly 'Non-binary': "Non-binary";
|
|
4230
|
-
readonly Unknown: "Unknown";
|
|
4231
|
-
};
|
|
4232
|
-
export type WealthboxUpdateContactBodyAllOfEmailAddressesItemKind = typeof WealthboxUpdateContactBodyAllOfEmailAddressesItemKind[keyof typeof WealthboxUpdateContactBodyAllOfEmailAddressesItemKind];
|
|
4233
|
-
export declare const WealthboxUpdateContactBodyAllOfEmailAddressesItemKind: {
|
|
4234
|
-
readonly Work: "Work";
|
|
4235
|
-
readonly Home: "Home";
|
|
4236
|
-
readonly Mobile: "Mobile";
|
|
4237
|
-
readonly Vacation: "Vacation";
|
|
4238
|
-
readonly Fax: "Fax";
|
|
4239
|
-
readonly Other: "Other";
|
|
4240
|
-
};
|
|
4241
|
-
export type WealthboxUpdateContactBodyAllOfEmailAddressesItem = {
|
|
4242
|
-
address: string;
|
|
4243
|
-
destroy?: boolean;
|
|
4244
|
-
kind?: WealthboxUpdateContactBodyAllOfEmailAddressesItemKind;
|
|
4245
|
-
principal?: boolean;
|
|
4246
|
-
[key: string]: unknown | null;
|
|
4247
|
-
};
|
|
4248
|
-
export type WealthboxUpdateContactBodyAllOfDriversLicense = {
|
|
4249
|
-
expires_date?: string;
|
|
4250
|
-
issued_date?: string;
|
|
4251
|
-
number?: string;
|
|
4252
|
-
state?: string;
|
|
4253
|
-
[key: string]: unknown | null;
|
|
4254
|
-
};
|
|
4255
4541
|
export type WealthboxUpdateContactBodyAllOf = {
|
|
4256
4542
|
/** @nullable */
|
|
4257
4543
|
adjusted_gross_income?: number | null;
|
|
@@ -4356,6 +4642,124 @@ export type WealthboxUpdateContactBodyAllOf = {
|
|
|
4356
4642
|
websites?: WealthboxUpdateContactBodyAllOfWebsitesItem[];
|
|
4357
4643
|
[key: string]: unknown | null;
|
|
4358
4644
|
};
|
|
4645
|
+
export type WealthboxUpdateContactBodyAllOfStreetAddressesItemKind = typeof WealthboxUpdateContactBodyAllOfStreetAddressesItemKind[keyof typeof WealthboxUpdateContactBodyAllOfStreetAddressesItemKind];
|
|
4646
|
+
export declare const WealthboxUpdateContactBodyAllOfStreetAddressesItemKind: {
|
|
4647
|
+
readonly Work: "Work";
|
|
4648
|
+
readonly Home: "Home";
|
|
4649
|
+
readonly Mobile: "Mobile";
|
|
4650
|
+
readonly Vacation: "Vacation";
|
|
4651
|
+
readonly Fax: "Fax";
|
|
4652
|
+
readonly Other: "Other";
|
|
4653
|
+
};
|
|
4654
|
+
export type WealthboxUpdateContactBodyAllOfStreetAddressesItem = {
|
|
4655
|
+
city?: string;
|
|
4656
|
+
country?: string;
|
|
4657
|
+
destroy?: boolean;
|
|
4658
|
+
kind?: WealthboxUpdateContactBodyAllOfStreetAddressesItemKind;
|
|
4659
|
+
principal?: boolean;
|
|
4660
|
+
state?: string;
|
|
4661
|
+
street_line_1?: string;
|
|
4662
|
+
street_line_2?: string;
|
|
4663
|
+
zip_code?: string;
|
|
4664
|
+
[key: string]: unknown | null;
|
|
4665
|
+
};
|
|
4666
|
+
export type WealthboxUpdateContactBodyAllOfStatus = typeof WealthboxUpdateContactBodyAllOfStatus[keyof typeof WealthboxUpdateContactBodyAllOfStatus];
|
|
4667
|
+
export declare const WealthboxUpdateContactBodyAllOfStatus: {
|
|
4668
|
+
readonly Active: "Active";
|
|
4669
|
+
readonly Inactive: "Inactive";
|
|
4670
|
+
};
|
|
4671
|
+
export type WealthboxUpdateContactBodyAllOfRiskTolerance = typeof WealthboxUpdateContactBodyAllOfRiskTolerance[keyof typeof WealthboxUpdateContactBodyAllOfRiskTolerance];
|
|
4672
|
+
export declare const WealthboxUpdateContactBodyAllOfRiskTolerance: {
|
|
4673
|
+
readonly Low: "Low";
|
|
4674
|
+
readonly Moderate: "Moderate";
|
|
4675
|
+
readonly High_Risk: "High Risk";
|
|
4676
|
+
};
|
|
4677
|
+
export type WealthboxUpdateContactBodyAllOfPhoneNumbersItemKind = typeof WealthboxUpdateContactBodyAllOfPhoneNumbersItemKind[keyof typeof WealthboxUpdateContactBodyAllOfPhoneNumbersItemKind];
|
|
4678
|
+
export declare const WealthboxUpdateContactBodyAllOfPhoneNumbersItemKind: {
|
|
4679
|
+
readonly Work: "Work";
|
|
4680
|
+
readonly Home: "Home";
|
|
4681
|
+
readonly Mobile: "Mobile";
|
|
4682
|
+
readonly Vacation: "Vacation";
|
|
4683
|
+
readonly Fax: "Fax";
|
|
4684
|
+
readonly Other: "Other";
|
|
4685
|
+
};
|
|
4686
|
+
export type WealthboxUpdateContactBodyAllOfPhoneNumbersItem = {
|
|
4687
|
+
address: string;
|
|
4688
|
+
destroy?: boolean;
|
|
4689
|
+
extension?: string;
|
|
4690
|
+
kind?: WealthboxUpdateContactBodyAllOfPhoneNumbersItemKind;
|
|
4691
|
+
principal?: boolean;
|
|
4692
|
+
[key: string]: unknown | null;
|
|
4693
|
+
};
|
|
4694
|
+
export type WealthboxUpdateContactBodyAllOfOccupation = {
|
|
4695
|
+
name?: string;
|
|
4696
|
+
start_date?: string;
|
|
4697
|
+
[key: string]: unknown | null;
|
|
4698
|
+
};
|
|
4699
|
+
export type WealthboxUpdateContactBodyAllOfMaritalStatus = typeof WealthboxUpdateContactBodyAllOfMaritalStatus[keyof typeof WealthboxUpdateContactBodyAllOfMaritalStatus];
|
|
4700
|
+
export declare const WealthboxUpdateContactBodyAllOfMaritalStatus: {
|
|
4701
|
+
readonly Married: "Married";
|
|
4702
|
+
readonly Single: "Single";
|
|
4703
|
+
readonly Divorced: "Divorced";
|
|
4704
|
+
readonly Widowed: "Widowed";
|
|
4705
|
+
readonly Life_Partner: "Life Partner";
|
|
4706
|
+
readonly Separated: "Separated";
|
|
4707
|
+
readonly Unknown: "Unknown";
|
|
4708
|
+
};
|
|
4709
|
+
export type WealthboxUpdateContactBodyAllOfInvestmentObjective = typeof WealthboxUpdateContactBodyAllOfInvestmentObjective[keyof typeof WealthboxUpdateContactBodyAllOfInvestmentObjective];
|
|
4710
|
+
export declare const WealthboxUpdateContactBodyAllOfInvestmentObjective: {
|
|
4711
|
+
readonly Aggressive_Growth: "Aggressive Growth";
|
|
4712
|
+
readonly Growth: "Growth";
|
|
4713
|
+
readonly Income: "Income";
|
|
4714
|
+
readonly Safety_of_Principal: "Safety of Principal";
|
|
4715
|
+
};
|
|
4716
|
+
export type WealthboxUpdateContactBodyAllOfHouseholdTitle = typeof WealthboxUpdateContactBodyAllOfHouseholdTitle[keyof typeof WealthboxUpdateContactBodyAllOfHouseholdTitle];
|
|
4717
|
+
export declare const WealthboxUpdateContactBodyAllOfHouseholdTitle: {
|
|
4718
|
+
readonly Head: "Head";
|
|
4719
|
+
readonly Spouse: "Spouse";
|
|
4720
|
+
readonly Partner: "Partner";
|
|
4721
|
+
readonly Child: "Child";
|
|
4722
|
+
readonly Grandchild: "Grandchild";
|
|
4723
|
+
readonly Parent: "Parent";
|
|
4724
|
+
readonly Grandparent: "Grandparent";
|
|
4725
|
+
readonly Sibling: "Sibling";
|
|
4726
|
+
readonly Other_Dependent: "Other Dependent";
|
|
4727
|
+
};
|
|
4728
|
+
export type WealthboxUpdateContactBodyAllOfHousehold = {
|
|
4729
|
+
name?: string;
|
|
4730
|
+
title?: WealthboxUpdateContactBodyAllOfHouseholdTitle;
|
|
4731
|
+
[key: string]: unknown | null;
|
|
4732
|
+
};
|
|
4733
|
+
export type WealthboxUpdateContactBodyAllOfGender = typeof WealthboxUpdateContactBodyAllOfGender[keyof typeof WealthboxUpdateContactBodyAllOfGender];
|
|
4734
|
+
export declare const WealthboxUpdateContactBodyAllOfGender: {
|
|
4735
|
+
readonly Female: "Female";
|
|
4736
|
+
readonly Male: "Male";
|
|
4737
|
+
readonly 'Non-binary': "Non-binary";
|
|
4738
|
+
readonly Unknown: "Unknown";
|
|
4739
|
+
};
|
|
4740
|
+
export type WealthboxUpdateContactBodyAllOfEmailAddressesItemKind = typeof WealthboxUpdateContactBodyAllOfEmailAddressesItemKind[keyof typeof WealthboxUpdateContactBodyAllOfEmailAddressesItemKind];
|
|
4741
|
+
export declare const WealthboxUpdateContactBodyAllOfEmailAddressesItemKind: {
|
|
4742
|
+
readonly Work: "Work";
|
|
4743
|
+
readonly Home: "Home";
|
|
4744
|
+
readonly Mobile: "Mobile";
|
|
4745
|
+
readonly Vacation: "Vacation";
|
|
4746
|
+
readonly Fax: "Fax";
|
|
4747
|
+
readonly Other: "Other";
|
|
4748
|
+
};
|
|
4749
|
+
export type WealthboxUpdateContactBodyAllOfEmailAddressesItem = {
|
|
4750
|
+
address: string;
|
|
4751
|
+
destroy?: boolean;
|
|
4752
|
+
kind?: WealthboxUpdateContactBodyAllOfEmailAddressesItemKind;
|
|
4753
|
+
principal?: boolean;
|
|
4754
|
+
[key: string]: unknown | null;
|
|
4755
|
+
};
|
|
4756
|
+
export type WealthboxUpdateContactBodyAllOfDriversLicense = {
|
|
4757
|
+
expires_date?: string;
|
|
4758
|
+
issued_date?: string;
|
|
4759
|
+
number?: string;
|
|
4760
|
+
state?: string;
|
|
4761
|
+
[key: string]: unknown | null;
|
|
4762
|
+
};
|
|
4359
4763
|
/**
|
|
4360
4764
|
* @nullable
|
|
4361
4765
|
*/
|
|
@@ -4577,178 +4981,27 @@ export type WealthboxCreateContact200Image = unknown | null;
|
|
|
4577
4981
|
* @nullable
|
|
4578
4982
|
*/
|
|
4579
4983
|
export type WealthboxCreateContact200Id = unknown | null;
|
|
4580
|
-
|
|
4581
|
-
|
|
4582
|
-
|
|
4583
|
-
|
|
4584
|
-
|
|
4585
|
-
|
|
4586
|
-
|
|
4587
|
-
|
|
4588
|
-
|
|
4589
|
-
|
|
4590
|
-
|
|
4591
|
-
|
|
4592
|
-
|
|
4593
|
-
|
|
4594
|
-
|
|
4595
|
-
|
|
4596
|
-
birth_date?: WealthboxCreateContact200BirthDate;
|
|
4597
|
-
/** @nullable */
|
|
4598
|
-
birth_place?: WealthboxCreateContact200BirthPlace;
|
|
4599
|
-
/** @nullable */
|
|
4600
|
-
business_manager?: WealthboxCreateContact200BusinessManager;
|
|
4601
|
-
/** @nullable */
|
|
4602
|
-
client_since?: WealthboxCreateContact200ClientSince;
|
|
4984
|
+
/**
|
|
4985
|
+
* @nullable
|
|
4986
|
+
*/
|
|
4987
|
+
export type WealthboxCreateContact200HouseholdTitle = unknown | null;
|
|
4988
|
+
/**
|
|
4989
|
+
* @nullable
|
|
4990
|
+
*/
|
|
4991
|
+
export type WealthboxCreateContact200HouseholdName = unknown | null;
|
|
4992
|
+
export type WealthboxCreateContact200HouseholdMembersItem = {
|
|
4993
|
+
[key: string]: unknown | null;
|
|
4994
|
+
};
|
|
4995
|
+
/**
|
|
4996
|
+
* @nullable
|
|
4997
|
+
*/
|
|
4998
|
+
export type WealthboxCreateContact200HouseholdId = unknown | null;
|
|
4999
|
+
export type WealthboxCreateContact200Household = {
|
|
4603
5000
|
/** @nullable */
|
|
4604
|
-
|
|
5001
|
+
id?: WealthboxCreateContact200HouseholdId;
|
|
5002
|
+
members?: WealthboxCreateContact200HouseholdMembersItem[];
|
|
4605
5003
|
/** @nullable */
|
|
4606
|
-
|
|
4607
|
-
contact_roles?: WealthboxCreateContact200ContactRolesItem[];
|
|
4608
|
-
/** @nullable */
|
|
4609
|
-
contact_source?: WealthboxCreateContact200ContactSource;
|
|
4610
|
-
/** @nullable */
|
|
4611
|
-
contact_type?: WealthboxCreateContact200ContactType;
|
|
4612
|
-
/** @nullable */
|
|
4613
|
-
cpa?: WealthboxCreateContact200Cpa;
|
|
4614
|
-
/** @nullable */
|
|
4615
|
-
created_at?: WealthboxCreateContact200CreatedAt;
|
|
4616
|
-
/** @nullable */
|
|
4617
|
-
creator?: WealthboxCreateContact200Creator;
|
|
4618
|
-
custom_fields?: WealthboxCreateContact200CustomFieldsItem[];
|
|
4619
|
-
/** @nullable */
|
|
4620
|
-
date_of_death?: WealthboxCreateContact200DateOfDeath;
|
|
4621
|
-
/** @nullable */
|
|
4622
|
-
doctor?: WealthboxCreateContact200Doctor;
|
|
4623
|
-
drivers_license?: WealthboxCreateContact200DriversLicense;
|
|
4624
|
-
email_addresses?: WealthboxCreateContact200EmailAddressesItem[];
|
|
4625
|
-
/** @nullable */
|
|
4626
|
-
estimated_taxes?: WealthboxCreateContact200EstimatedTaxes;
|
|
4627
|
-
/** @nullable */
|
|
4628
|
-
external_unique_id?: WealthboxCreateContact200ExternalUniqueId;
|
|
4629
|
-
/** @nullable */
|
|
4630
|
-
family_officer?: WealthboxCreateContact200FamilyOfficer;
|
|
4631
|
-
/** @nullable */
|
|
4632
|
-
first_name?: WealthboxCreateContact200FirstName;
|
|
4633
|
-
/** @nullable */
|
|
4634
|
-
gender?: WealthboxCreateContact200Gender;
|
|
4635
|
-
/** @nullable */
|
|
4636
|
-
green_card_number?: WealthboxCreateContact200GreenCardNumber;
|
|
4637
|
-
/** @nullable */
|
|
4638
|
-
gross_annual_income?: WealthboxCreateContact200GrossAnnualIncome;
|
|
4639
|
-
household?: WealthboxCreateContact200Household;
|
|
4640
|
-
/** @nullable */
|
|
4641
|
-
id?: WealthboxCreateContact200Id;
|
|
4642
|
-
/** @nullable */
|
|
4643
|
-
image?: WealthboxCreateContact200Image;
|
|
4644
|
-
/** @nullable */
|
|
4645
|
-
important_information?: WealthboxCreateContact200ImportantInformation;
|
|
4646
|
-
/** @nullable */
|
|
4647
|
-
initial_crs_offering_date?: WealthboxCreateContact200InitialCrsOfferingDate;
|
|
4648
|
-
/** @nullable */
|
|
4649
|
-
insurance?: WealthboxCreateContact200Insurance;
|
|
4650
|
-
/** @nullable */
|
|
4651
|
-
investment_objective?: WealthboxCreateContact200InvestmentObjective;
|
|
4652
|
-
/** @nullable */
|
|
4653
|
-
job_title?: WealthboxCreateContact200JobTitle;
|
|
4654
|
-
/** @nullable */
|
|
4655
|
-
last_adv_offering_date?: WealthboxCreateContact200LastAdvOfferingDate;
|
|
4656
|
-
/** @nullable */
|
|
4657
|
-
last_crs_offering_date?: WealthboxCreateContact200LastCrsOfferingDate;
|
|
4658
|
-
/** @nullable */
|
|
4659
|
-
last_name?: WealthboxCreateContact200LastName;
|
|
4660
|
-
/** @nullable */
|
|
4661
|
-
last_privacy_offering_date?: WealthboxCreateContact200LastPrivacyOfferingDate;
|
|
4662
|
-
/** @nullable */
|
|
4663
|
-
liabilities?: WealthboxCreateContact200Liabilities;
|
|
4664
|
-
/** @nullable */
|
|
4665
|
-
linkedin_url?: WealthboxCreateContact200LinkedinUrl;
|
|
4666
|
-
/** @nullable */
|
|
4667
|
-
maiden_name?: WealthboxCreateContact200MaidenName;
|
|
4668
|
-
/** @nullable */
|
|
4669
|
-
marital_status?: WealthboxCreateContact200MaritalStatus;
|
|
4670
|
-
/** @nullable */
|
|
4671
|
-
middle_name?: WealthboxCreateContact200MiddleName;
|
|
4672
|
-
/** @nullable */
|
|
4673
|
-
mutual_fund_experience?: WealthboxCreateContact200MutualFundExperience;
|
|
4674
|
-
/** @nullable */
|
|
4675
|
-
nickname?: WealthboxCreateContact200Nickname;
|
|
4676
|
-
/** @nullable */
|
|
4677
|
-
non_liquid_assets?: WealthboxCreateContact200NonLiquidAssets;
|
|
4678
|
-
occupation?: WealthboxCreateContact200Occupation;
|
|
4679
|
-
/** @nullable */
|
|
4680
|
-
other?: WealthboxCreateContact200Other;
|
|
4681
|
-
/** @nullable */
|
|
4682
|
-
other_investing_experience?: WealthboxCreateContact200OtherInvestingExperience;
|
|
4683
|
-
/** @nullable */
|
|
4684
|
-
partnerships_experience?: WealthboxCreateContact200PartnershipsExperience;
|
|
4685
|
-
/** @nullable */
|
|
4686
|
-
passport_number?: WealthboxCreateContact200PassportNumber;
|
|
4687
|
-
/** @nullable */
|
|
4688
|
-
personal_interests?: WealthboxCreateContact200PersonalInterests;
|
|
4689
|
-
phone_numbers?: WealthboxCreateContact200PhoneNumbersItem[];
|
|
4690
|
-
/** @nullable */
|
|
4691
|
-
prefix?: WealthboxCreateContact200Prefix;
|
|
4692
|
-
/** @nullable */
|
|
4693
|
-
referred_by?: WealthboxCreateContact200ReferredBy;
|
|
4694
|
-
/** @nullable */
|
|
4695
|
-
retirement_date?: WealthboxCreateContact200RetirementDate;
|
|
4696
|
-
/** @nullable */
|
|
4697
|
-
risk_tolerance?: WealthboxCreateContact200RiskTolerance;
|
|
4698
|
-
/** @nullable */
|
|
4699
|
-
signed_fee_agreement_date?: WealthboxCreateContact200SignedFeeAgreementDate;
|
|
4700
|
-
/** @nullable */
|
|
4701
|
-
signed_fp_agreement_date?: WealthboxCreateContact200SignedFpAgreementDate;
|
|
4702
|
-
/** @nullable */
|
|
4703
|
-
signed_ips_agreement_date?: WealthboxCreateContact200SignedIpsAgreementDate;
|
|
4704
|
-
/** @nullable */
|
|
4705
|
-
status?: WealthboxCreateContact200Status;
|
|
4706
|
-
/** @nullable */
|
|
4707
|
-
stocks_and_bonds_experience?: WealthboxCreateContact200StocksAndBondsExperience;
|
|
4708
|
-
street_addresses?: WealthboxCreateContact200StreetAddressesItem[];
|
|
4709
|
-
/** @nullable */
|
|
4710
|
-
suffix?: WealthboxCreateContact200Suffix;
|
|
4711
|
-
tags?: WealthboxCreateContact200TagsItem[];
|
|
4712
|
-
/** @nullable */
|
|
4713
|
-
tax_bracket?: WealthboxCreateContact200TaxBracket;
|
|
4714
|
-
/** @nullable */
|
|
4715
|
-
tax_year?: WealthboxCreateContact200TaxYear;
|
|
4716
|
-
/** @nullable */
|
|
4717
|
-
time_horizon?: WealthboxCreateContact200TimeHorizon;
|
|
4718
|
-
/** @nullable */
|
|
4719
|
-
trusted_contact?: WealthboxCreateContact200TrustedContact;
|
|
4720
|
-
/** @nullable */
|
|
4721
|
-
twitter_name?: WealthboxCreateContact200TwitterName;
|
|
4722
|
-
/** @nullable */
|
|
4723
|
-
type?: WealthboxCreateContact200Type;
|
|
4724
|
-
/** @nullable */
|
|
4725
|
-
updated_at?: WealthboxCreateContact200UpdatedAt;
|
|
4726
|
-
/** @nullable */
|
|
4727
|
-
visible_to?: WealthboxCreateContact200VisibleTo;
|
|
4728
|
-
websites?: WealthboxCreateContact200WebsitesItem[];
|
|
4729
|
-
[key: string]: unknown | null;
|
|
4730
|
-
};
|
|
4731
|
-
/**
|
|
4732
|
-
* @nullable
|
|
4733
|
-
*/
|
|
4734
|
-
export type WealthboxCreateContact200HouseholdTitle = unknown | null;
|
|
4735
|
-
/**
|
|
4736
|
-
* @nullable
|
|
4737
|
-
*/
|
|
4738
|
-
export type WealthboxCreateContact200HouseholdName = unknown | null;
|
|
4739
|
-
export type WealthboxCreateContact200HouseholdMembersItem = {
|
|
4740
|
-
[key: string]: unknown | null;
|
|
4741
|
-
};
|
|
4742
|
-
/**
|
|
4743
|
-
* @nullable
|
|
4744
|
-
*/
|
|
4745
|
-
export type WealthboxCreateContact200HouseholdId = unknown | null;
|
|
4746
|
-
export type WealthboxCreateContact200Household = {
|
|
4747
|
-
/** @nullable */
|
|
4748
|
-
id?: WealthboxCreateContact200HouseholdId;
|
|
4749
|
-
members?: WealthboxCreateContact200HouseholdMembersItem[];
|
|
4750
|
-
/** @nullable */
|
|
4751
|
-
name?: WealthboxCreateContact200HouseholdName;
|
|
5004
|
+
name?: WealthboxCreateContact200HouseholdName;
|
|
4752
5005
|
/** @nullable */
|
|
4753
5006
|
title?: WealthboxCreateContact200HouseholdTitle;
|
|
4754
5007
|
[key: string]: unknown | null;
|
|
@@ -4873,6 +5126,157 @@ export type WealthboxCreateContact200Anniversary = unknown | null;
|
|
|
4873
5126
|
* @nullable
|
|
4874
5127
|
*/
|
|
4875
5128
|
export type WealthboxCreateContact200AdjustedGrossIncome = unknown | null;
|
|
5129
|
+
export type WealthboxCreateContact200 = {
|
|
5130
|
+
/** @nullable */
|
|
5131
|
+
adjusted_gross_income?: WealthboxCreateContact200AdjustedGrossIncome;
|
|
5132
|
+
/** @nullable */
|
|
5133
|
+
anniversary?: WealthboxCreateContact200Anniversary;
|
|
5134
|
+
/** @nullable */
|
|
5135
|
+
assets?: WealthboxCreateContact200Assets;
|
|
5136
|
+
/** @nullable */
|
|
5137
|
+
assigned_to?: WealthboxCreateContact200AssignedTo;
|
|
5138
|
+
/** @nullable */
|
|
5139
|
+
assistant?: WealthboxCreateContact200Assistant;
|
|
5140
|
+
/** @nullable */
|
|
5141
|
+
attorney?: WealthboxCreateContact200Attorney;
|
|
5142
|
+
/** @nullable */
|
|
5143
|
+
background_information?: WealthboxCreateContact200BackgroundInformation;
|
|
5144
|
+
/** @nullable */
|
|
5145
|
+
birth_date?: WealthboxCreateContact200BirthDate;
|
|
5146
|
+
/** @nullable */
|
|
5147
|
+
birth_place?: WealthboxCreateContact200BirthPlace;
|
|
5148
|
+
/** @nullable */
|
|
5149
|
+
business_manager?: WealthboxCreateContact200BusinessManager;
|
|
5150
|
+
/** @nullable */
|
|
5151
|
+
client_since?: WealthboxCreateContact200ClientSince;
|
|
5152
|
+
/** @nullable */
|
|
5153
|
+
company_name?: WealthboxCreateContact200CompanyName;
|
|
5154
|
+
/** @nullable */
|
|
5155
|
+
confirmed_by_tax_return?: WealthboxCreateContact200ConfirmedByTaxReturn;
|
|
5156
|
+
contact_roles?: WealthboxCreateContact200ContactRolesItem[];
|
|
5157
|
+
/** @nullable */
|
|
5158
|
+
contact_source?: WealthboxCreateContact200ContactSource;
|
|
5159
|
+
/** @nullable */
|
|
5160
|
+
contact_type?: WealthboxCreateContact200ContactType;
|
|
5161
|
+
/** @nullable */
|
|
5162
|
+
cpa?: WealthboxCreateContact200Cpa;
|
|
5163
|
+
/** @nullable */
|
|
5164
|
+
created_at?: WealthboxCreateContact200CreatedAt;
|
|
5165
|
+
/** @nullable */
|
|
5166
|
+
creator?: WealthboxCreateContact200Creator;
|
|
5167
|
+
custom_fields?: WealthboxCreateContact200CustomFieldsItem[];
|
|
5168
|
+
/** @nullable */
|
|
5169
|
+
date_of_death?: WealthboxCreateContact200DateOfDeath;
|
|
5170
|
+
/** @nullable */
|
|
5171
|
+
doctor?: WealthboxCreateContact200Doctor;
|
|
5172
|
+
drivers_license?: WealthboxCreateContact200DriversLicense;
|
|
5173
|
+
email_addresses?: WealthboxCreateContact200EmailAddressesItem[];
|
|
5174
|
+
/** @nullable */
|
|
5175
|
+
estimated_taxes?: WealthboxCreateContact200EstimatedTaxes;
|
|
5176
|
+
/** @nullable */
|
|
5177
|
+
external_unique_id?: WealthboxCreateContact200ExternalUniqueId;
|
|
5178
|
+
/** @nullable */
|
|
5179
|
+
family_officer?: WealthboxCreateContact200FamilyOfficer;
|
|
5180
|
+
/** @nullable */
|
|
5181
|
+
first_name?: WealthboxCreateContact200FirstName;
|
|
5182
|
+
/** @nullable */
|
|
5183
|
+
gender?: WealthboxCreateContact200Gender;
|
|
5184
|
+
/** @nullable */
|
|
5185
|
+
green_card_number?: WealthboxCreateContact200GreenCardNumber;
|
|
5186
|
+
/** @nullable */
|
|
5187
|
+
gross_annual_income?: WealthboxCreateContact200GrossAnnualIncome;
|
|
5188
|
+
household?: WealthboxCreateContact200Household;
|
|
5189
|
+
/** @nullable */
|
|
5190
|
+
id?: WealthboxCreateContact200Id;
|
|
5191
|
+
/** @nullable */
|
|
5192
|
+
image?: WealthboxCreateContact200Image;
|
|
5193
|
+
/** @nullable */
|
|
5194
|
+
important_information?: WealthboxCreateContact200ImportantInformation;
|
|
5195
|
+
/** @nullable */
|
|
5196
|
+
initial_crs_offering_date?: WealthboxCreateContact200InitialCrsOfferingDate;
|
|
5197
|
+
/** @nullable */
|
|
5198
|
+
insurance?: WealthboxCreateContact200Insurance;
|
|
5199
|
+
/** @nullable */
|
|
5200
|
+
investment_objective?: WealthboxCreateContact200InvestmentObjective;
|
|
5201
|
+
/** @nullable */
|
|
5202
|
+
job_title?: WealthboxCreateContact200JobTitle;
|
|
5203
|
+
/** @nullable */
|
|
5204
|
+
last_adv_offering_date?: WealthboxCreateContact200LastAdvOfferingDate;
|
|
5205
|
+
/** @nullable */
|
|
5206
|
+
last_crs_offering_date?: WealthboxCreateContact200LastCrsOfferingDate;
|
|
5207
|
+
/** @nullable */
|
|
5208
|
+
last_name?: WealthboxCreateContact200LastName;
|
|
5209
|
+
/** @nullable */
|
|
5210
|
+
last_privacy_offering_date?: WealthboxCreateContact200LastPrivacyOfferingDate;
|
|
5211
|
+
/** @nullable */
|
|
5212
|
+
liabilities?: WealthboxCreateContact200Liabilities;
|
|
5213
|
+
/** @nullable */
|
|
5214
|
+
linkedin_url?: WealthboxCreateContact200LinkedinUrl;
|
|
5215
|
+
/** @nullable */
|
|
5216
|
+
maiden_name?: WealthboxCreateContact200MaidenName;
|
|
5217
|
+
/** @nullable */
|
|
5218
|
+
marital_status?: WealthboxCreateContact200MaritalStatus;
|
|
5219
|
+
/** @nullable */
|
|
5220
|
+
middle_name?: WealthboxCreateContact200MiddleName;
|
|
5221
|
+
/** @nullable */
|
|
5222
|
+
mutual_fund_experience?: WealthboxCreateContact200MutualFundExperience;
|
|
5223
|
+
/** @nullable */
|
|
5224
|
+
nickname?: WealthboxCreateContact200Nickname;
|
|
5225
|
+
/** @nullable */
|
|
5226
|
+
non_liquid_assets?: WealthboxCreateContact200NonLiquidAssets;
|
|
5227
|
+
occupation?: WealthboxCreateContact200Occupation;
|
|
5228
|
+
/** @nullable */
|
|
5229
|
+
other?: WealthboxCreateContact200Other;
|
|
5230
|
+
/** @nullable */
|
|
5231
|
+
other_investing_experience?: WealthboxCreateContact200OtherInvestingExperience;
|
|
5232
|
+
/** @nullable */
|
|
5233
|
+
partnerships_experience?: WealthboxCreateContact200PartnershipsExperience;
|
|
5234
|
+
/** @nullable */
|
|
5235
|
+
passport_number?: WealthboxCreateContact200PassportNumber;
|
|
5236
|
+
/** @nullable */
|
|
5237
|
+
personal_interests?: WealthboxCreateContact200PersonalInterests;
|
|
5238
|
+
phone_numbers?: WealthboxCreateContact200PhoneNumbersItem[];
|
|
5239
|
+
/** @nullable */
|
|
5240
|
+
prefix?: WealthboxCreateContact200Prefix;
|
|
5241
|
+
/** @nullable */
|
|
5242
|
+
referred_by?: WealthboxCreateContact200ReferredBy;
|
|
5243
|
+
/** @nullable */
|
|
5244
|
+
retirement_date?: WealthboxCreateContact200RetirementDate;
|
|
5245
|
+
/** @nullable */
|
|
5246
|
+
risk_tolerance?: WealthboxCreateContact200RiskTolerance;
|
|
5247
|
+
/** @nullable */
|
|
5248
|
+
signed_fee_agreement_date?: WealthboxCreateContact200SignedFeeAgreementDate;
|
|
5249
|
+
/** @nullable */
|
|
5250
|
+
signed_fp_agreement_date?: WealthboxCreateContact200SignedFpAgreementDate;
|
|
5251
|
+
/** @nullable */
|
|
5252
|
+
signed_ips_agreement_date?: WealthboxCreateContact200SignedIpsAgreementDate;
|
|
5253
|
+
/** @nullable */
|
|
5254
|
+
status?: WealthboxCreateContact200Status;
|
|
5255
|
+
/** @nullable */
|
|
5256
|
+
stocks_and_bonds_experience?: WealthboxCreateContact200StocksAndBondsExperience;
|
|
5257
|
+
street_addresses?: WealthboxCreateContact200StreetAddressesItem[];
|
|
5258
|
+
/** @nullable */
|
|
5259
|
+
suffix?: WealthboxCreateContact200Suffix;
|
|
5260
|
+
tags?: WealthboxCreateContact200TagsItem[];
|
|
5261
|
+
/** @nullable */
|
|
5262
|
+
tax_bracket?: WealthboxCreateContact200TaxBracket;
|
|
5263
|
+
/** @nullable */
|
|
5264
|
+
tax_year?: WealthboxCreateContact200TaxYear;
|
|
5265
|
+
/** @nullable */
|
|
5266
|
+
time_horizon?: WealthboxCreateContact200TimeHorizon;
|
|
5267
|
+
/** @nullable */
|
|
5268
|
+
trusted_contact?: WealthboxCreateContact200TrustedContact;
|
|
5269
|
+
/** @nullable */
|
|
5270
|
+
twitter_name?: WealthboxCreateContact200TwitterName;
|
|
5271
|
+
/** @nullable */
|
|
5272
|
+
type?: WealthboxCreateContact200Type;
|
|
5273
|
+
/** @nullable */
|
|
5274
|
+
updated_at?: WealthboxCreateContact200UpdatedAt;
|
|
5275
|
+
/** @nullable */
|
|
5276
|
+
visible_to?: WealthboxCreateContact200VisibleTo;
|
|
5277
|
+
websites?: WealthboxCreateContact200WebsitesItem[];
|
|
5278
|
+
[key: string]: unknown | null;
|
|
5279
|
+
};
|
|
4876
5280
|
export type WealthboxCreateContactBodyWebsitesItemKind = typeof WealthboxCreateContactBodyWebsitesItemKind[keyof typeof WealthboxCreateContactBodyWebsitesItemKind];
|
|
4877
5281
|
export declare const WealthboxCreateContactBodyWebsitesItemKind: {
|
|
4878
5282
|
readonly Website: "Website";
|
|
@@ -4909,114 +5313,28 @@ export declare const WealthboxCreateContactBodyStreetAddressesItemKind: {
|
|
|
4909
5313
|
readonly Other: "Other";
|
|
4910
5314
|
};
|
|
4911
5315
|
export type WealthboxCreateContactBodyStreetAddressesItem = {
|
|
4912
|
-
city?: string;
|
|
4913
|
-
country?: string;
|
|
4914
|
-
destroy?: boolean;
|
|
4915
|
-
kind?: WealthboxCreateContactBodyStreetAddressesItemKind;
|
|
4916
|
-
principal?: boolean;
|
|
4917
|
-
state?: string;
|
|
4918
|
-
street_line_1?: string;
|
|
4919
|
-
street_line_2?: string;
|
|
4920
|
-
zip_code?: string;
|
|
4921
|
-
[key: string]: unknown | null;
|
|
4922
|
-
};
|
|
4923
|
-
export type WealthboxCreateContactBodyStatus = typeof WealthboxCreateContactBodyStatus[keyof typeof WealthboxCreateContactBodyStatus];
|
|
4924
|
-
export declare const WealthboxCreateContactBodyStatus: {
|
|
4925
|
-
readonly Active: "Active";
|
|
4926
|
-
readonly Inactive: "Inactive";
|
|
4927
|
-
};
|
|
4928
|
-
export type WealthboxCreateContactBodyRiskTolerance = typeof WealthboxCreateContactBodyRiskTolerance[keyof typeof WealthboxCreateContactBodyRiskTolerance];
|
|
4929
|
-
export declare const WealthboxCreateContactBodyRiskTolerance: {
|
|
4930
|
-
readonly Low: "Low";
|
|
4931
|
-
readonly Moderate: "Moderate";
|
|
4932
|
-
readonly High_Risk: "High Risk";
|
|
4933
|
-
};
|
|
4934
|
-
export type WealthboxCreateContactBodyPhoneNumbersItemKind = typeof WealthboxCreateContactBodyPhoneNumbersItemKind[keyof typeof WealthboxCreateContactBodyPhoneNumbersItemKind];
|
|
4935
|
-
export declare const WealthboxCreateContactBodyPhoneNumbersItemKind: {
|
|
4936
|
-
readonly Work: "Work";
|
|
4937
|
-
readonly Home: "Home";
|
|
4938
|
-
readonly Mobile: "Mobile";
|
|
4939
|
-
readonly Vacation: "Vacation";
|
|
4940
|
-
readonly Fax: "Fax";
|
|
4941
|
-
readonly Other: "Other";
|
|
4942
|
-
};
|
|
4943
|
-
export type WealthboxCreateContactBodyPhoneNumbersItem = {
|
|
4944
|
-
address: string;
|
|
4945
|
-
destroy?: boolean;
|
|
4946
|
-
extension?: string;
|
|
4947
|
-
kind?: WealthboxCreateContactBodyPhoneNumbersItemKind;
|
|
4948
|
-
principal?: boolean;
|
|
4949
|
-
[key: string]: unknown | null;
|
|
4950
|
-
};
|
|
4951
|
-
export type WealthboxCreateContactBodyOccupation = {
|
|
4952
|
-
name?: string;
|
|
4953
|
-
start_date?: string;
|
|
4954
|
-
[key: string]: unknown | null;
|
|
4955
|
-
};
|
|
4956
|
-
export type WealthboxCreateContactBodyMaritalStatus = typeof WealthboxCreateContactBodyMaritalStatus[keyof typeof WealthboxCreateContactBodyMaritalStatus];
|
|
4957
|
-
export declare const WealthboxCreateContactBodyMaritalStatus: {
|
|
4958
|
-
readonly Married: "Married";
|
|
4959
|
-
readonly Single: "Single";
|
|
4960
|
-
readonly Divorced: "Divorced";
|
|
4961
|
-
readonly Widowed: "Widowed";
|
|
4962
|
-
readonly Life_Partner: "Life Partner";
|
|
4963
|
-
readonly Separated: "Separated";
|
|
4964
|
-
readonly Unknown: "Unknown";
|
|
4965
|
-
};
|
|
4966
|
-
export type WealthboxCreateContactBodyInvestmentObjective = typeof WealthboxCreateContactBodyInvestmentObjective[keyof typeof WealthboxCreateContactBodyInvestmentObjective];
|
|
4967
|
-
export declare const WealthboxCreateContactBodyInvestmentObjective: {
|
|
4968
|
-
readonly Aggressive_Growth: "Aggressive Growth";
|
|
4969
|
-
readonly Growth: "Growth";
|
|
4970
|
-
readonly Income: "Income";
|
|
4971
|
-
readonly Safety_of_Principal: "Safety of Principal";
|
|
4972
|
-
};
|
|
4973
|
-
export type WealthboxCreateContactBodyHouseholdTitle = typeof WealthboxCreateContactBodyHouseholdTitle[keyof typeof WealthboxCreateContactBodyHouseholdTitle];
|
|
4974
|
-
export declare const WealthboxCreateContactBodyHouseholdTitle: {
|
|
4975
|
-
readonly Head: "Head";
|
|
4976
|
-
readonly Spouse: "Spouse";
|
|
4977
|
-
readonly Partner: "Partner";
|
|
4978
|
-
readonly Child: "Child";
|
|
4979
|
-
readonly Grandchild: "Grandchild";
|
|
4980
|
-
readonly Parent: "Parent";
|
|
4981
|
-
readonly Grandparent: "Grandparent";
|
|
4982
|
-
readonly Sibling: "Sibling";
|
|
4983
|
-
readonly Other_Dependent: "Other Dependent";
|
|
4984
|
-
};
|
|
4985
|
-
export type WealthboxCreateContactBodyHousehold = {
|
|
4986
|
-
name?: string;
|
|
4987
|
-
title?: WealthboxCreateContactBodyHouseholdTitle;
|
|
4988
|
-
[key: string]: unknown | null;
|
|
4989
|
-
};
|
|
4990
|
-
export type WealthboxCreateContactBodyGender = typeof WealthboxCreateContactBodyGender[keyof typeof WealthboxCreateContactBodyGender];
|
|
4991
|
-
export declare const WealthboxCreateContactBodyGender: {
|
|
4992
|
-
readonly Female: "Female";
|
|
4993
|
-
readonly Male: "Male";
|
|
4994
|
-
readonly 'Non-binary': "Non-binary";
|
|
4995
|
-
readonly Unknown: "Unknown";
|
|
4996
|
-
};
|
|
4997
|
-
export type WealthboxCreateContactBodyEmailAddressesItemKind = typeof WealthboxCreateContactBodyEmailAddressesItemKind[keyof typeof WealthboxCreateContactBodyEmailAddressesItemKind];
|
|
4998
|
-
export declare const WealthboxCreateContactBodyEmailAddressesItemKind: {
|
|
4999
|
-
readonly Work: "Work";
|
|
5000
|
-
readonly Home: "Home";
|
|
5001
|
-
readonly Mobile: "Mobile";
|
|
5002
|
-
readonly Vacation: "Vacation";
|
|
5003
|
-
readonly Fax: "Fax";
|
|
5004
|
-
readonly Other: "Other";
|
|
5005
|
-
};
|
|
5006
|
-
export type WealthboxCreateContactBodyEmailAddressesItem = {
|
|
5007
|
-
address: string;
|
|
5316
|
+
city?: string;
|
|
5317
|
+
country?: string;
|
|
5008
5318
|
destroy?: boolean;
|
|
5009
|
-
kind?:
|
|
5319
|
+
kind?: WealthboxCreateContactBodyStreetAddressesItemKind;
|
|
5010
5320
|
principal?: boolean;
|
|
5011
|
-
[key: string]: unknown | null;
|
|
5012
|
-
};
|
|
5013
|
-
export type WealthboxCreateContactBodyDriversLicense = {
|
|
5014
|
-
expires_date?: string;
|
|
5015
|
-
issued_date?: string;
|
|
5016
|
-
number?: string;
|
|
5017
5321
|
state?: string;
|
|
5322
|
+
street_line_1?: string;
|
|
5323
|
+
street_line_2?: string;
|
|
5324
|
+
zip_code?: string;
|
|
5018
5325
|
[key: string]: unknown | null;
|
|
5019
5326
|
};
|
|
5327
|
+
export type WealthboxCreateContactBodyStatus = typeof WealthboxCreateContactBodyStatus[keyof typeof WealthboxCreateContactBodyStatus];
|
|
5328
|
+
export declare const WealthboxCreateContactBodyStatus: {
|
|
5329
|
+
readonly Active: "Active";
|
|
5330
|
+
readonly Inactive: "Inactive";
|
|
5331
|
+
};
|
|
5332
|
+
export type WealthboxCreateContactBodyRiskTolerance = typeof WealthboxCreateContactBodyRiskTolerance[keyof typeof WealthboxCreateContactBodyRiskTolerance];
|
|
5333
|
+
export declare const WealthboxCreateContactBodyRiskTolerance: {
|
|
5334
|
+
readonly Low: "Low";
|
|
5335
|
+
readonly Moderate: "Moderate";
|
|
5336
|
+
readonly High_Risk: "High Risk";
|
|
5337
|
+
};
|
|
5020
5338
|
export type WealthboxCreateContactBody = {
|
|
5021
5339
|
/** @nullable */
|
|
5022
5340
|
adjusted_gross_income?: number | null;
|
|
@@ -5121,6 +5439,92 @@ export type WealthboxCreateContactBody = {
|
|
|
5121
5439
|
websites?: WealthboxCreateContactBodyWebsitesItem[];
|
|
5122
5440
|
[key: string]: unknown | null;
|
|
5123
5441
|
};
|
|
5442
|
+
export type WealthboxCreateContactBodyPhoneNumbersItemKind = typeof WealthboxCreateContactBodyPhoneNumbersItemKind[keyof typeof WealthboxCreateContactBodyPhoneNumbersItemKind];
|
|
5443
|
+
export declare const WealthboxCreateContactBodyPhoneNumbersItemKind: {
|
|
5444
|
+
readonly Work: "Work";
|
|
5445
|
+
readonly Home: "Home";
|
|
5446
|
+
readonly Mobile: "Mobile";
|
|
5447
|
+
readonly Vacation: "Vacation";
|
|
5448
|
+
readonly Fax: "Fax";
|
|
5449
|
+
readonly Other: "Other";
|
|
5450
|
+
};
|
|
5451
|
+
export type WealthboxCreateContactBodyPhoneNumbersItem = {
|
|
5452
|
+
address: string;
|
|
5453
|
+
destroy?: boolean;
|
|
5454
|
+
extension?: string;
|
|
5455
|
+
kind?: WealthboxCreateContactBodyPhoneNumbersItemKind;
|
|
5456
|
+
principal?: boolean;
|
|
5457
|
+
[key: string]: unknown | null;
|
|
5458
|
+
};
|
|
5459
|
+
export type WealthboxCreateContactBodyOccupation = {
|
|
5460
|
+
name?: string;
|
|
5461
|
+
start_date?: string;
|
|
5462
|
+
[key: string]: unknown | null;
|
|
5463
|
+
};
|
|
5464
|
+
export type WealthboxCreateContactBodyMaritalStatus = typeof WealthboxCreateContactBodyMaritalStatus[keyof typeof WealthboxCreateContactBodyMaritalStatus];
|
|
5465
|
+
export declare const WealthboxCreateContactBodyMaritalStatus: {
|
|
5466
|
+
readonly Married: "Married";
|
|
5467
|
+
readonly Single: "Single";
|
|
5468
|
+
readonly Divorced: "Divorced";
|
|
5469
|
+
readonly Widowed: "Widowed";
|
|
5470
|
+
readonly Life_Partner: "Life Partner";
|
|
5471
|
+
readonly Separated: "Separated";
|
|
5472
|
+
readonly Unknown: "Unknown";
|
|
5473
|
+
};
|
|
5474
|
+
export type WealthboxCreateContactBodyInvestmentObjective = typeof WealthboxCreateContactBodyInvestmentObjective[keyof typeof WealthboxCreateContactBodyInvestmentObjective];
|
|
5475
|
+
export declare const WealthboxCreateContactBodyInvestmentObjective: {
|
|
5476
|
+
readonly Aggressive_Growth: "Aggressive Growth";
|
|
5477
|
+
readonly Growth: "Growth";
|
|
5478
|
+
readonly Income: "Income";
|
|
5479
|
+
readonly Safety_of_Principal: "Safety of Principal";
|
|
5480
|
+
};
|
|
5481
|
+
export type WealthboxCreateContactBodyHouseholdTitle = typeof WealthboxCreateContactBodyHouseholdTitle[keyof typeof WealthboxCreateContactBodyHouseholdTitle];
|
|
5482
|
+
export declare const WealthboxCreateContactBodyHouseholdTitle: {
|
|
5483
|
+
readonly Head: "Head";
|
|
5484
|
+
readonly Spouse: "Spouse";
|
|
5485
|
+
readonly Partner: "Partner";
|
|
5486
|
+
readonly Child: "Child";
|
|
5487
|
+
readonly Grandchild: "Grandchild";
|
|
5488
|
+
readonly Parent: "Parent";
|
|
5489
|
+
readonly Grandparent: "Grandparent";
|
|
5490
|
+
readonly Sibling: "Sibling";
|
|
5491
|
+
readonly Other_Dependent: "Other Dependent";
|
|
5492
|
+
};
|
|
5493
|
+
export type WealthboxCreateContactBodyHousehold = {
|
|
5494
|
+
name?: string;
|
|
5495
|
+
title?: WealthboxCreateContactBodyHouseholdTitle;
|
|
5496
|
+
[key: string]: unknown | null;
|
|
5497
|
+
};
|
|
5498
|
+
export type WealthboxCreateContactBodyGender = typeof WealthboxCreateContactBodyGender[keyof typeof WealthboxCreateContactBodyGender];
|
|
5499
|
+
export declare const WealthboxCreateContactBodyGender: {
|
|
5500
|
+
readonly Female: "Female";
|
|
5501
|
+
readonly Male: "Male";
|
|
5502
|
+
readonly 'Non-binary': "Non-binary";
|
|
5503
|
+
readonly Unknown: "Unknown";
|
|
5504
|
+
};
|
|
5505
|
+
export type WealthboxCreateContactBodyEmailAddressesItemKind = typeof WealthboxCreateContactBodyEmailAddressesItemKind[keyof typeof WealthboxCreateContactBodyEmailAddressesItemKind];
|
|
5506
|
+
export declare const WealthboxCreateContactBodyEmailAddressesItemKind: {
|
|
5507
|
+
readonly Work: "Work";
|
|
5508
|
+
readonly Home: "Home";
|
|
5509
|
+
readonly Mobile: "Mobile";
|
|
5510
|
+
readonly Vacation: "Vacation";
|
|
5511
|
+
readonly Fax: "Fax";
|
|
5512
|
+
readonly Other: "Other";
|
|
5513
|
+
};
|
|
5514
|
+
export type WealthboxCreateContactBodyEmailAddressesItem = {
|
|
5515
|
+
address: string;
|
|
5516
|
+
destroy?: boolean;
|
|
5517
|
+
kind?: WealthboxCreateContactBodyEmailAddressesItemKind;
|
|
5518
|
+
principal?: boolean;
|
|
5519
|
+
[key: string]: unknown | null;
|
|
5520
|
+
};
|
|
5521
|
+
export type WealthboxCreateContactBodyDriversLicense = {
|
|
5522
|
+
expires_date?: string;
|
|
5523
|
+
issued_date?: string;
|
|
5524
|
+
number?: string;
|
|
5525
|
+
state?: string;
|
|
5526
|
+
[key: string]: unknown | null;
|
|
5527
|
+
};
|
|
5124
5528
|
/**
|
|
5125
5529
|
* @nullable
|
|
5126
5530
|
*/
|
|
@@ -5301,192 +5705,47 @@ export type WealthboxGetContact200Liabilities = unknown | null;
|
|
|
5301
5705
|
/**
|
|
5302
5706
|
* @nullable
|
|
5303
5707
|
*/
|
|
5304
|
-
export type WealthboxGetContact200LastPrivacyOfferingDate = unknown | null;
|
|
5305
|
-
/**
|
|
5306
|
-
* @nullable
|
|
5307
|
-
*/
|
|
5308
|
-
export type WealthboxGetContact200LastName = unknown | null;
|
|
5309
|
-
/**
|
|
5310
|
-
* @nullable
|
|
5311
|
-
*/
|
|
5312
|
-
export type WealthboxGetContact200LastCrsOfferingDate = unknown | null;
|
|
5313
|
-
/**
|
|
5314
|
-
* @nullable
|
|
5315
|
-
*/
|
|
5316
|
-
export type WealthboxGetContact200LastAdvOfferingDate = unknown | null;
|
|
5317
|
-
/**
|
|
5318
|
-
* @nullable
|
|
5319
|
-
*/
|
|
5320
|
-
export type WealthboxGetContact200JobTitle = unknown | null;
|
|
5321
|
-
/**
|
|
5322
|
-
* @nullable
|
|
5323
|
-
*/
|
|
5324
|
-
export type WealthboxGetContact200InvestmentObjective = unknown | null;
|
|
5325
|
-
/**
|
|
5326
|
-
* @nullable
|
|
5327
|
-
*/
|
|
5328
|
-
export type WealthboxGetContact200Insurance = unknown | null;
|
|
5329
|
-
/**
|
|
5330
|
-
* @nullable
|
|
5331
|
-
*/
|
|
5332
|
-
export type WealthboxGetContact200InitialCrsOfferingDate = unknown | null;
|
|
5333
|
-
/**
|
|
5334
|
-
* @nullable
|
|
5335
|
-
*/
|
|
5336
|
-
export type WealthboxGetContact200ImportantInformation = unknown | null;
|
|
5337
|
-
/**
|
|
5338
|
-
* @nullable
|
|
5339
|
-
*/
|
|
5340
|
-
export type WealthboxGetContact200Image = unknown | null;
|
|
5341
|
-
/**
|
|
5342
|
-
* @nullable
|
|
5343
|
-
*/
|
|
5344
|
-
export type WealthboxGetContact200Id = unknown | null;
|
|
5345
|
-
/**
|
|
5346
|
-
* @nullable
|
|
5347
|
-
*/
|
|
5348
|
-
export type WealthboxGetContact200HouseholdTitle = unknown | null;
|
|
5349
|
-
/**
|
|
5350
|
-
* @nullable
|
|
5351
|
-
*/
|
|
5352
|
-
export type WealthboxGetContact200HouseholdName = unknown | null;
|
|
5353
|
-
export type WealthboxGetContact200HouseholdMembersItem = {
|
|
5354
|
-
[key: string]: unknown | null;
|
|
5355
|
-
};
|
|
5356
|
-
/**
|
|
5357
|
-
* @nullable
|
|
5358
|
-
*/
|
|
5359
|
-
export type WealthboxGetContact200HouseholdId = unknown | null;
|
|
5360
|
-
export type WealthboxGetContact200Household = {
|
|
5361
|
-
/** @nullable */
|
|
5362
|
-
id?: WealthboxGetContact200HouseholdId;
|
|
5363
|
-
members?: WealthboxGetContact200HouseholdMembersItem[];
|
|
5364
|
-
/** @nullable */
|
|
5365
|
-
name?: WealthboxGetContact200HouseholdName;
|
|
5366
|
-
/** @nullable */
|
|
5367
|
-
title?: WealthboxGetContact200HouseholdTitle;
|
|
5368
|
-
[key: string]: unknown | null;
|
|
5369
|
-
};
|
|
5370
|
-
/**
|
|
5371
|
-
* @nullable
|
|
5372
|
-
*/
|
|
5373
|
-
export type WealthboxGetContact200GrossAnnualIncome = unknown | null;
|
|
5374
|
-
/**
|
|
5375
|
-
* @nullable
|
|
5376
|
-
*/
|
|
5377
|
-
export type WealthboxGetContact200GreenCardNumber = unknown | null;
|
|
5378
|
-
/**
|
|
5379
|
-
* @nullable
|
|
5380
|
-
*/
|
|
5381
|
-
export type WealthboxGetContact200Gender = unknown | null;
|
|
5382
|
-
/**
|
|
5383
|
-
* @nullable
|
|
5384
|
-
*/
|
|
5385
|
-
export type WealthboxGetContact200FirstName = unknown | null;
|
|
5386
|
-
/**
|
|
5387
|
-
* @nullable
|
|
5388
|
-
*/
|
|
5389
|
-
export type WealthboxGetContact200FamilyOfficer = unknown | null;
|
|
5390
|
-
/**
|
|
5391
|
-
* @nullable
|
|
5392
|
-
*/
|
|
5393
|
-
export type WealthboxGetContact200ExternalUniqueId = unknown | null;
|
|
5394
|
-
/**
|
|
5395
|
-
* @nullable
|
|
5396
|
-
*/
|
|
5397
|
-
export type WealthboxGetContact200EstimatedTaxes = unknown | null;
|
|
5398
|
-
export type WealthboxGetContact200EmailAddressesItem = {
|
|
5399
|
-
[key: string]: unknown | null;
|
|
5400
|
-
};
|
|
5401
|
-
export type WealthboxGetContact200DriversLicense = {
|
|
5402
|
-
[key: string]: unknown | null;
|
|
5403
|
-
};
|
|
5404
|
-
/**
|
|
5405
|
-
* @nullable
|
|
5406
|
-
*/
|
|
5407
|
-
export type WealthboxGetContact200Doctor = unknown | null;
|
|
5408
|
-
/**
|
|
5409
|
-
* @nullable
|
|
5410
|
-
*/
|
|
5411
|
-
export type WealthboxGetContact200DateOfDeath = unknown | null;
|
|
5412
|
-
export type WealthboxGetContact200CustomFieldsItem = {
|
|
5413
|
-
[key: string]: unknown | null;
|
|
5414
|
-
};
|
|
5415
|
-
/**
|
|
5416
|
-
* @nullable
|
|
5417
|
-
*/
|
|
5418
|
-
export type WealthboxGetContact200Creator = unknown | null;
|
|
5419
|
-
/**
|
|
5420
|
-
* @nullable
|
|
5421
|
-
*/
|
|
5422
|
-
export type WealthboxGetContact200CreatedAt = unknown | null;
|
|
5423
|
-
/**
|
|
5424
|
-
* @nullable
|
|
5425
|
-
*/
|
|
5426
|
-
export type WealthboxGetContact200Cpa = unknown | null;
|
|
5427
|
-
/**
|
|
5428
|
-
* @nullable
|
|
5429
|
-
*/
|
|
5430
|
-
export type WealthboxGetContact200ContactType = unknown | null;
|
|
5431
|
-
/**
|
|
5432
|
-
* @nullable
|
|
5433
|
-
*/
|
|
5434
|
-
export type WealthboxGetContact200ContactSource = unknown | null;
|
|
5435
|
-
export type WealthboxGetContact200ContactRolesItem = {
|
|
5436
|
-
[key: string]: unknown | null;
|
|
5437
|
-
};
|
|
5438
|
-
/**
|
|
5439
|
-
* @nullable
|
|
5440
|
-
*/
|
|
5441
|
-
export type WealthboxGetContact200ConfirmedByTaxReturn = unknown | null;
|
|
5442
|
-
/**
|
|
5443
|
-
* @nullable
|
|
5444
|
-
*/
|
|
5445
|
-
export type WealthboxGetContact200CompanyName = unknown | null;
|
|
5446
|
-
/**
|
|
5447
|
-
* @nullable
|
|
5448
|
-
*/
|
|
5449
|
-
export type WealthboxGetContact200ClientSince = unknown | null;
|
|
5708
|
+
export type WealthboxGetContact200LastPrivacyOfferingDate = unknown | null;
|
|
5450
5709
|
/**
|
|
5451
5710
|
* @nullable
|
|
5452
5711
|
*/
|
|
5453
|
-
export type
|
|
5712
|
+
export type WealthboxGetContact200LastName = unknown | null;
|
|
5454
5713
|
/**
|
|
5455
5714
|
* @nullable
|
|
5456
5715
|
*/
|
|
5457
|
-
export type
|
|
5716
|
+
export type WealthboxGetContact200LastCrsOfferingDate = unknown | null;
|
|
5458
5717
|
/**
|
|
5459
5718
|
* @nullable
|
|
5460
5719
|
*/
|
|
5461
|
-
export type
|
|
5720
|
+
export type WealthboxGetContact200LastAdvOfferingDate = unknown | null;
|
|
5462
5721
|
/**
|
|
5463
5722
|
* @nullable
|
|
5464
5723
|
*/
|
|
5465
|
-
export type
|
|
5724
|
+
export type WealthboxGetContact200JobTitle = unknown | null;
|
|
5466
5725
|
/**
|
|
5467
5726
|
* @nullable
|
|
5468
5727
|
*/
|
|
5469
|
-
export type
|
|
5728
|
+
export type WealthboxGetContact200InvestmentObjective = unknown | null;
|
|
5470
5729
|
/**
|
|
5471
5730
|
* @nullable
|
|
5472
5731
|
*/
|
|
5473
|
-
export type
|
|
5732
|
+
export type WealthboxGetContact200Insurance = unknown | null;
|
|
5474
5733
|
/**
|
|
5475
5734
|
* @nullable
|
|
5476
5735
|
*/
|
|
5477
|
-
export type
|
|
5736
|
+
export type WealthboxGetContact200InitialCrsOfferingDate = unknown | null;
|
|
5478
5737
|
/**
|
|
5479
5738
|
* @nullable
|
|
5480
5739
|
*/
|
|
5481
|
-
export type
|
|
5740
|
+
export type WealthboxGetContact200ImportantInformation = unknown | null;
|
|
5482
5741
|
/**
|
|
5483
5742
|
* @nullable
|
|
5484
5743
|
*/
|
|
5485
|
-
export type
|
|
5744
|
+
export type WealthboxGetContact200Image = unknown | null;
|
|
5486
5745
|
/**
|
|
5487
5746
|
* @nullable
|
|
5488
5747
|
*/
|
|
5489
|
-
export type
|
|
5748
|
+
export type WealthboxGetContact200Id = unknown | null;
|
|
5490
5749
|
export type WealthboxGetContact200 = {
|
|
5491
5750
|
/** @nullable */
|
|
5492
5751
|
adjusted_gross_income?: WealthboxGetContact200AdjustedGrossIncome;
|
|
@@ -5638,348 +5897,348 @@ export type WealthboxGetContact200 = {
|
|
|
5638
5897
|
websites?: WealthboxGetContact200WebsitesItem[];
|
|
5639
5898
|
[key: string]: unknown | null;
|
|
5640
5899
|
};
|
|
5641
|
-
|
|
5642
|
-
|
|
5643
|
-
|
|
5644
|
-
|
|
5645
|
-
|
|
5646
|
-
|
|
5647
|
-
|
|
5648
|
-
|
|
5649
|
-
|
|
5650
|
-
};
|
|
5651
|
-
export type WealthboxGetContacts200 = {
|
|
5652
|
-
contacts?: WealthboxGetContacts200ContactsItem[];
|
|
5653
|
-
[key: string]: unknown | null;
|
|
5654
|
-
};
|
|
5655
|
-
export type WealthboxGetContacts200ContactsItemWebsitesItem = {
|
|
5900
|
+
/**
|
|
5901
|
+
* @nullable
|
|
5902
|
+
*/
|
|
5903
|
+
export type WealthboxGetContact200HouseholdTitle = unknown | null;
|
|
5904
|
+
/**
|
|
5905
|
+
* @nullable
|
|
5906
|
+
*/
|
|
5907
|
+
export type WealthboxGetContact200HouseholdName = unknown | null;
|
|
5908
|
+
export type WealthboxGetContact200HouseholdMembersItem = {
|
|
5656
5909
|
[key: string]: unknown | null;
|
|
5657
5910
|
};
|
|
5658
5911
|
/**
|
|
5659
5912
|
* @nullable
|
|
5660
5913
|
*/
|
|
5661
|
-
export type
|
|
5914
|
+
export type WealthboxGetContact200HouseholdId = unknown | null;
|
|
5915
|
+
export type WealthboxGetContact200Household = {
|
|
5916
|
+
/** @nullable */
|
|
5917
|
+
id?: WealthboxGetContact200HouseholdId;
|
|
5918
|
+
members?: WealthboxGetContact200HouseholdMembersItem[];
|
|
5919
|
+
/** @nullable */
|
|
5920
|
+
name?: WealthboxGetContact200HouseholdName;
|
|
5921
|
+
/** @nullable */
|
|
5922
|
+
title?: WealthboxGetContact200HouseholdTitle;
|
|
5923
|
+
[key: string]: unknown | null;
|
|
5924
|
+
};
|
|
5662
5925
|
/**
|
|
5663
5926
|
* @nullable
|
|
5664
5927
|
*/
|
|
5665
|
-
export type
|
|
5928
|
+
export type WealthboxGetContact200GrossAnnualIncome = unknown | null;
|
|
5666
5929
|
/**
|
|
5667
5930
|
* @nullable
|
|
5668
5931
|
*/
|
|
5669
|
-
export type
|
|
5932
|
+
export type WealthboxGetContact200GreenCardNumber = unknown | null;
|
|
5670
5933
|
/**
|
|
5671
5934
|
* @nullable
|
|
5672
5935
|
*/
|
|
5673
|
-
export type
|
|
5936
|
+
export type WealthboxGetContact200Gender = unknown | null;
|
|
5674
5937
|
/**
|
|
5675
5938
|
* @nullable
|
|
5676
5939
|
*/
|
|
5677
|
-
export type
|
|
5940
|
+
export type WealthboxGetContact200FirstName = unknown | null;
|
|
5678
5941
|
/**
|
|
5679
5942
|
* @nullable
|
|
5680
5943
|
*/
|
|
5681
|
-
export type
|
|
5944
|
+
export type WealthboxGetContact200FamilyOfficer = unknown | null;
|
|
5682
5945
|
/**
|
|
5683
5946
|
* @nullable
|
|
5684
5947
|
*/
|
|
5685
|
-
export type
|
|
5948
|
+
export type WealthboxGetContact200ExternalUniqueId = unknown | null;
|
|
5686
5949
|
/**
|
|
5687
5950
|
* @nullable
|
|
5688
5951
|
*/
|
|
5689
|
-
export type
|
|
5690
|
-
export type
|
|
5952
|
+
export type WealthboxGetContact200EstimatedTaxes = unknown | null;
|
|
5953
|
+
export type WealthboxGetContact200EmailAddressesItem = {
|
|
5691
5954
|
[key: string]: unknown | null;
|
|
5692
5955
|
};
|
|
5693
|
-
|
|
5694
|
-
* @nullable
|
|
5695
|
-
*/
|
|
5696
|
-
export type WealthboxGetContacts200ContactsItemSuffix = unknown | null;
|
|
5697
|
-
export type WealthboxGetContacts200ContactsItemStreetAddressesItem = {
|
|
5956
|
+
export type WealthboxGetContact200DriversLicense = {
|
|
5698
5957
|
[key: string]: unknown | null;
|
|
5699
5958
|
};
|
|
5700
5959
|
/**
|
|
5701
5960
|
* @nullable
|
|
5702
5961
|
*/
|
|
5703
|
-
export type
|
|
5962
|
+
export type WealthboxGetContact200Doctor = unknown | null;
|
|
5704
5963
|
/**
|
|
5705
5964
|
* @nullable
|
|
5706
5965
|
*/
|
|
5707
|
-
export type
|
|
5966
|
+
export type WealthboxGetContact200DateOfDeath = unknown | null;
|
|
5967
|
+
export type WealthboxGetContact200CustomFieldsItem = {
|
|
5968
|
+
[key: string]: unknown | null;
|
|
5969
|
+
};
|
|
5708
5970
|
/**
|
|
5709
5971
|
* @nullable
|
|
5710
5972
|
*/
|
|
5711
|
-
export type
|
|
5973
|
+
export type WealthboxGetContact200Creator = unknown | null;
|
|
5712
5974
|
/**
|
|
5713
5975
|
* @nullable
|
|
5714
5976
|
*/
|
|
5715
|
-
export type
|
|
5977
|
+
export type WealthboxGetContact200CreatedAt = unknown | null;
|
|
5716
5978
|
/**
|
|
5717
5979
|
* @nullable
|
|
5718
5980
|
*/
|
|
5719
|
-
export type
|
|
5981
|
+
export type WealthboxGetContact200Cpa = unknown | null;
|
|
5720
5982
|
/**
|
|
5721
5983
|
* @nullable
|
|
5722
5984
|
*/
|
|
5723
|
-
export type
|
|
5985
|
+
export type WealthboxGetContact200ContactType = unknown | null;
|
|
5724
5986
|
/**
|
|
5725
5987
|
* @nullable
|
|
5726
5988
|
*/
|
|
5727
|
-
export type
|
|
5989
|
+
export type WealthboxGetContact200ContactSource = unknown | null;
|
|
5990
|
+
export type WealthboxGetContact200ContactRolesItem = {
|
|
5991
|
+
[key: string]: unknown | null;
|
|
5992
|
+
};
|
|
5728
5993
|
/**
|
|
5729
5994
|
* @nullable
|
|
5730
5995
|
*/
|
|
5731
|
-
export type
|
|
5996
|
+
export type WealthboxGetContact200ConfirmedByTaxReturn = unknown | null;
|
|
5732
5997
|
/**
|
|
5733
5998
|
* @nullable
|
|
5734
5999
|
*/
|
|
5735
|
-
export type
|
|
5736
|
-
export type WealthboxGetContacts200ContactsItemPhoneNumbersItem = {
|
|
5737
|
-
[key: string]: unknown | null;
|
|
5738
|
-
};
|
|
6000
|
+
export type WealthboxGetContact200CompanyName = unknown | null;
|
|
5739
6001
|
/**
|
|
5740
6002
|
* @nullable
|
|
5741
6003
|
*/
|
|
5742
|
-
export type
|
|
6004
|
+
export type WealthboxGetContact200ClientSince = unknown | null;
|
|
5743
6005
|
/**
|
|
5744
6006
|
* @nullable
|
|
5745
6007
|
*/
|
|
5746
|
-
export type
|
|
6008
|
+
export type WealthboxGetContact200BusinessManager = unknown | null;
|
|
5747
6009
|
/**
|
|
5748
6010
|
* @nullable
|
|
5749
6011
|
*/
|
|
5750
|
-
export type
|
|
6012
|
+
export type WealthboxGetContact200BirthPlace = unknown | null;
|
|
5751
6013
|
/**
|
|
5752
6014
|
* @nullable
|
|
5753
6015
|
*/
|
|
5754
|
-
export type
|
|
6016
|
+
export type WealthboxGetContact200BirthDate = unknown | null;
|
|
5755
6017
|
/**
|
|
5756
6018
|
* @nullable
|
|
5757
6019
|
*/
|
|
5758
|
-
export type
|
|
5759
|
-
export type WealthboxGetContacts200ContactsItemOccupation = {
|
|
5760
|
-
[key: string]: unknown | null;
|
|
5761
|
-
};
|
|
6020
|
+
export type WealthboxGetContact200BackgroundInformation = unknown | null;
|
|
5762
6021
|
/**
|
|
5763
6022
|
* @nullable
|
|
5764
6023
|
*/
|
|
5765
|
-
export type
|
|
6024
|
+
export type WealthboxGetContact200Attorney = unknown | null;
|
|
5766
6025
|
/**
|
|
5767
6026
|
* @nullable
|
|
5768
6027
|
*/
|
|
5769
|
-
export type
|
|
6028
|
+
export type WealthboxGetContact200Assistant = unknown | null;
|
|
5770
6029
|
/**
|
|
5771
6030
|
* @nullable
|
|
5772
6031
|
*/
|
|
5773
|
-
export type
|
|
6032
|
+
export type WealthboxGetContact200AssignedTo = unknown | null;
|
|
5774
6033
|
/**
|
|
5775
6034
|
* @nullable
|
|
5776
6035
|
*/
|
|
5777
|
-
export type
|
|
6036
|
+
export type WealthboxGetContact200Assets = unknown | null;
|
|
5778
6037
|
/**
|
|
5779
6038
|
* @nullable
|
|
5780
6039
|
*/
|
|
5781
|
-
export type
|
|
6040
|
+
export type WealthboxGetContact200Anniversary = unknown | null;
|
|
5782
6041
|
/**
|
|
5783
6042
|
* @nullable
|
|
5784
6043
|
*/
|
|
5785
|
-
export type
|
|
6044
|
+
export type WealthboxGetContact200AdjustedGrossIncome = unknown | null;
|
|
6045
|
+
export type WealthboxGetContactBody = {
|
|
6046
|
+
/**
|
|
6047
|
+
* The id of the contact to be retrieved
|
|
6048
|
+
* @nullable
|
|
6049
|
+
*/
|
|
6050
|
+
id: number | null;
|
|
6051
|
+
/** Integration user id for Wealthbox requests. */
|
|
6052
|
+
userId: string;
|
|
6053
|
+
[key: string]: unknown | null;
|
|
6054
|
+
};
|
|
6055
|
+
export type WealthboxGetContacts200 = {
|
|
6056
|
+
contacts?: WealthboxGetContacts200ContactsItem[];
|
|
6057
|
+
[key: string]: unknown | null;
|
|
6058
|
+
};
|
|
6059
|
+
export type WealthboxGetContacts200ContactsItemWebsitesItem = {
|
|
6060
|
+
[key: string]: unknown | null;
|
|
6061
|
+
};
|
|
5786
6062
|
/**
|
|
5787
6063
|
* @nullable
|
|
5788
6064
|
*/
|
|
5789
|
-
export type
|
|
6065
|
+
export type WealthboxGetContacts200ContactsItemVisibleTo = unknown | null;
|
|
5790
6066
|
/**
|
|
5791
6067
|
* @nullable
|
|
5792
6068
|
*/
|
|
5793
|
-
export type
|
|
6069
|
+
export type WealthboxGetContacts200ContactsItemUpdatedAt = unknown | null;
|
|
5794
6070
|
/**
|
|
5795
6071
|
* @nullable
|
|
5796
6072
|
*/
|
|
5797
|
-
export type
|
|
6073
|
+
export type WealthboxGetContacts200ContactsItemType = unknown | null;
|
|
5798
6074
|
/**
|
|
5799
6075
|
* @nullable
|
|
5800
6076
|
*/
|
|
5801
|
-
export type
|
|
6077
|
+
export type WealthboxGetContacts200ContactsItemTwitterName = unknown | null;
|
|
5802
6078
|
/**
|
|
5803
6079
|
* @nullable
|
|
5804
6080
|
*/
|
|
5805
|
-
export type
|
|
6081
|
+
export type WealthboxGetContacts200ContactsItemTrustedContact = unknown | null;
|
|
5806
6082
|
/**
|
|
5807
6083
|
* @nullable
|
|
5808
6084
|
*/
|
|
5809
|
-
export type
|
|
6085
|
+
export type WealthboxGetContacts200ContactsItemTimeHorizon = unknown | null;
|
|
5810
6086
|
/**
|
|
5811
6087
|
* @nullable
|
|
5812
6088
|
*/
|
|
5813
|
-
export type
|
|
6089
|
+
export type WealthboxGetContacts200ContactsItemTaxYear = unknown | null;
|
|
5814
6090
|
/**
|
|
5815
6091
|
* @nullable
|
|
5816
6092
|
*/
|
|
5817
|
-
export type
|
|
6093
|
+
export type WealthboxGetContacts200ContactsItemTaxBracket = unknown | null;
|
|
6094
|
+
export type WealthboxGetContacts200ContactsItemTagsItem = {
|
|
6095
|
+
[key: string]: unknown | null;
|
|
6096
|
+
};
|
|
5818
6097
|
/**
|
|
5819
6098
|
* @nullable
|
|
5820
6099
|
*/
|
|
5821
|
-
export type
|
|
6100
|
+
export type WealthboxGetContacts200ContactsItemSuffix = unknown | null;
|
|
6101
|
+
export type WealthboxGetContacts200ContactsItemStreetAddressesItem = {
|
|
6102
|
+
[key: string]: unknown | null;
|
|
6103
|
+
};
|
|
5822
6104
|
/**
|
|
5823
6105
|
* @nullable
|
|
5824
6106
|
*/
|
|
5825
|
-
export type
|
|
6107
|
+
export type WealthboxGetContacts200ContactsItemStocksAndBondsExperience = unknown | null;
|
|
5826
6108
|
/**
|
|
5827
6109
|
* @nullable
|
|
5828
6110
|
*/
|
|
5829
|
-
export type
|
|
6111
|
+
export type WealthboxGetContacts200ContactsItemStatus = unknown | null;
|
|
5830
6112
|
/**
|
|
5831
6113
|
* @nullable
|
|
5832
6114
|
*/
|
|
5833
|
-
export type
|
|
6115
|
+
export type WealthboxGetContacts200ContactsItemSignedIpsAgreementDate = unknown | null;
|
|
5834
6116
|
/**
|
|
5835
6117
|
* @nullable
|
|
5836
6118
|
*/
|
|
5837
|
-
export type
|
|
6119
|
+
export type WealthboxGetContacts200ContactsItemSignedFpAgreementDate = unknown | null;
|
|
5838
6120
|
/**
|
|
5839
6121
|
* @nullable
|
|
5840
6122
|
*/
|
|
5841
|
-
export type
|
|
6123
|
+
export type WealthboxGetContacts200ContactsItemSignedFeeAgreementDate = unknown | null;
|
|
5842
6124
|
/**
|
|
5843
6125
|
* @nullable
|
|
5844
6126
|
*/
|
|
5845
|
-
export type
|
|
5846
|
-
export type WealthboxGetContacts200ContactsItemHouseholdMembersItem = {
|
|
5847
|
-
[key: string]: unknown | null;
|
|
5848
|
-
};
|
|
6127
|
+
export type WealthboxGetContacts200ContactsItemRiskTolerance = unknown | null;
|
|
5849
6128
|
/**
|
|
5850
6129
|
* @nullable
|
|
5851
6130
|
*/
|
|
5852
|
-
export type
|
|
5853
|
-
export type WealthboxGetContacts200ContactsItemHousehold = {
|
|
5854
|
-
/** @nullable */
|
|
5855
|
-
id?: WealthboxGetContacts200ContactsItemHouseholdId;
|
|
5856
|
-
members?: WealthboxGetContacts200ContactsItemHouseholdMembersItem[];
|
|
5857
|
-
/** @nullable */
|
|
5858
|
-
name?: WealthboxGetContacts200ContactsItemHouseholdName;
|
|
5859
|
-
/** @nullable */
|
|
5860
|
-
title?: WealthboxGetContacts200ContactsItemHouseholdTitle;
|
|
5861
|
-
[key: string]: unknown | null;
|
|
5862
|
-
};
|
|
6131
|
+
export type WealthboxGetContacts200ContactsItemRetirementDate = unknown | null;
|
|
5863
6132
|
/**
|
|
5864
6133
|
* @nullable
|
|
5865
6134
|
*/
|
|
5866
|
-
export type
|
|
6135
|
+
export type WealthboxGetContacts200ContactsItemReferredBy = unknown | null;
|
|
5867
6136
|
/**
|
|
5868
6137
|
* @nullable
|
|
5869
6138
|
*/
|
|
5870
|
-
export type
|
|
6139
|
+
export type WealthboxGetContacts200ContactsItemPrefix = unknown | null;
|
|
6140
|
+
export type WealthboxGetContacts200ContactsItemPhoneNumbersItem = {
|
|
6141
|
+
[key: string]: unknown | null;
|
|
6142
|
+
};
|
|
5871
6143
|
/**
|
|
5872
6144
|
* @nullable
|
|
5873
6145
|
*/
|
|
5874
|
-
export type
|
|
6146
|
+
export type WealthboxGetContacts200ContactsItemPersonalInterests = unknown | null;
|
|
5875
6147
|
/**
|
|
5876
6148
|
* @nullable
|
|
5877
6149
|
*/
|
|
5878
|
-
export type
|
|
6150
|
+
export type WealthboxGetContacts200ContactsItemPassportNumber = unknown | null;
|
|
5879
6151
|
/**
|
|
5880
6152
|
* @nullable
|
|
5881
6153
|
*/
|
|
5882
|
-
export type
|
|
6154
|
+
export type WealthboxGetContacts200ContactsItemPartnershipsExperience = unknown | null;
|
|
5883
6155
|
/**
|
|
5884
6156
|
* @nullable
|
|
5885
6157
|
*/
|
|
5886
|
-
export type
|
|
6158
|
+
export type WealthboxGetContacts200ContactsItemOtherInvestingExperience = unknown | null;
|
|
5887
6159
|
/**
|
|
5888
6160
|
* @nullable
|
|
5889
6161
|
*/
|
|
5890
|
-
export type
|
|
5891
|
-
export type
|
|
5892
|
-
[key: string]: unknown | null;
|
|
5893
|
-
};
|
|
5894
|
-
export type WealthboxGetContacts200ContactsItemDriversLicense = {
|
|
6162
|
+
export type WealthboxGetContacts200ContactsItemOther = unknown | null;
|
|
6163
|
+
export type WealthboxGetContacts200ContactsItemOccupation = {
|
|
5895
6164
|
[key: string]: unknown | null;
|
|
5896
6165
|
};
|
|
5897
6166
|
/**
|
|
5898
6167
|
* @nullable
|
|
5899
6168
|
*/
|
|
5900
|
-
export type
|
|
5901
|
-
/**
|
|
5902
|
-
* @nullable
|
|
5903
|
-
*/
|
|
5904
|
-
export type WealthboxGetContacts200ContactsItemDateOfDeath = unknown | null;
|
|
5905
|
-
export type WealthboxGetContacts200ContactsItemCustomFieldsItem = {
|
|
5906
|
-
[key: string]: unknown | null;
|
|
5907
|
-
};
|
|
6169
|
+
export type WealthboxGetContacts200ContactsItemNonLiquidAssets = unknown | null;
|
|
5908
6170
|
/**
|
|
5909
6171
|
* @nullable
|
|
5910
6172
|
*/
|
|
5911
|
-
export type
|
|
6173
|
+
export type WealthboxGetContacts200ContactsItemNickname = unknown | null;
|
|
5912
6174
|
/**
|
|
5913
6175
|
* @nullable
|
|
5914
6176
|
*/
|
|
5915
|
-
export type
|
|
6177
|
+
export type WealthboxGetContacts200ContactsItemMutualFundExperience = unknown | null;
|
|
5916
6178
|
/**
|
|
5917
6179
|
* @nullable
|
|
5918
6180
|
*/
|
|
5919
|
-
export type
|
|
6181
|
+
export type WealthboxGetContacts200ContactsItemMiddleName = unknown | null;
|
|
5920
6182
|
/**
|
|
5921
6183
|
* @nullable
|
|
5922
6184
|
*/
|
|
5923
|
-
export type
|
|
6185
|
+
export type WealthboxGetContacts200ContactsItemMaritalStatus = unknown | null;
|
|
5924
6186
|
/**
|
|
5925
6187
|
* @nullable
|
|
5926
6188
|
*/
|
|
5927
|
-
export type
|
|
5928
|
-
export type WealthboxGetContacts200ContactsItemContactRolesItem = {
|
|
5929
|
-
[key: string]: unknown | null;
|
|
5930
|
-
};
|
|
6189
|
+
export type WealthboxGetContacts200ContactsItemMaidenName = unknown | null;
|
|
5931
6190
|
/**
|
|
5932
6191
|
* @nullable
|
|
5933
6192
|
*/
|
|
5934
|
-
export type
|
|
6193
|
+
export type WealthboxGetContacts200ContactsItemLinkedinUrl = unknown | null;
|
|
5935
6194
|
/**
|
|
5936
6195
|
* @nullable
|
|
5937
6196
|
*/
|
|
5938
|
-
export type
|
|
6197
|
+
export type WealthboxGetContacts200ContactsItemLiabilities = unknown | null;
|
|
5939
6198
|
/**
|
|
5940
6199
|
* @nullable
|
|
5941
6200
|
*/
|
|
5942
|
-
export type
|
|
6201
|
+
export type WealthboxGetContacts200ContactsItemLastPrivacyOfferingDate = unknown | null;
|
|
5943
6202
|
/**
|
|
5944
6203
|
* @nullable
|
|
5945
6204
|
*/
|
|
5946
|
-
export type
|
|
6205
|
+
export type WealthboxGetContacts200ContactsItemLastName = unknown | null;
|
|
5947
6206
|
/**
|
|
5948
6207
|
* @nullable
|
|
5949
6208
|
*/
|
|
5950
|
-
export type
|
|
6209
|
+
export type WealthboxGetContacts200ContactsItemLastCrsOfferingDate = unknown | null;
|
|
5951
6210
|
/**
|
|
5952
6211
|
* @nullable
|
|
5953
6212
|
*/
|
|
5954
|
-
export type
|
|
6213
|
+
export type WealthboxGetContacts200ContactsItemLastAdvOfferingDate = unknown | null;
|
|
5955
6214
|
/**
|
|
5956
6215
|
* @nullable
|
|
5957
6216
|
*/
|
|
5958
|
-
export type
|
|
6217
|
+
export type WealthboxGetContacts200ContactsItemJobTitle = unknown | null;
|
|
5959
6218
|
/**
|
|
5960
6219
|
* @nullable
|
|
5961
6220
|
*/
|
|
5962
|
-
export type
|
|
6221
|
+
export type WealthboxGetContacts200ContactsItemInvestmentObjective = unknown | null;
|
|
5963
6222
|
/**
|
|
5964
6223
|
* @nullable
|
|
5965
6224
|
*/
|
|
5966
|
-
export type
|
|
6225
|
+
export type WealthboxGetContacts200ContactsItemInsurance = unknown | null;
|
|
5967
6226
|
/**
|
|
5968
6227
|
* @nullable
|
|
5969
6228
|
*/
|
|
5970
|
-
export type
|
|
6229
|
+
export type WealthboxGetContacts200ContactsItemInitialCrsOfferingDate = unknown | null;
|
|
5971
6230
|
/**
|
|
5972
6231
|
* @nullable
|
|
5973
6232
|
*/
|
|
5974
|
-
export type
|
|
6233
|
+
export type WealthboxGetContacts200ContactsItemImportantInformation = unknown | null;
|
|
5975
6234
|
/**
|
|
5976
6235
|
* @nullable
|
|
5977
6236
|
*/
|
|
5978
|
-
export type
|
|
6237
|
+
export type WealthboxGetContacts200ContactsItemImage = unknown | null;
|
|
5979
6238
|
/**
|
|
5980
6239
|
* @nullable
|
|
5981
6240
|
*/
|
|
5982
|
-
export type
|
|
6241
|
+
export type WealthboxGetContacts200ContactsItemId = unknown | null;
|
|
5983
6242
|
export type WealthboxGetContacts200ContactsItem = {
|
|
5984
6243
|
/** @nullable */
|
|
5985
6244
|
adjusted_gross_income?: WealthboxGetContacts200ContactsItemAdjustedGrossIncome;
|
|
@@ -6131,6 +6390,151 @@ export type WealthboxGetContacts200ContactsItem = {
|
|
|
6131
6390
|
websites?: WealthboxGetContacts200ContactsItemWebsitesItem[];
|
|
6132
6391
|
[key: string]: unknown | null;
|
|
6133
6392
|
};
|
|
6393
|
+
/**
|
|
6394
|
+
* @nullable
|
|
6395
|
+
*/
|
|
6396
|
+
export type WealthboxGetContacts200ContactsItemHouseholdTitle = unknown | null;
|
|
6397
|
+
/**
|
|
6398
|
+
* @nullable
|
|
6399
|
+
*/
|
|
6400
|
+
export type WealthboxGetContacts200ContactsItemHouseholdName = unknown | null;
|
|
6401
|
+
export type WealthboxGetContacts200ContactsItemHouseholdMembersItem = {
|
|
6402
|
+
[key: string]: unknown | null;
|
|
6403
|
+
};
|
|
6404
|
+
/**
|
|
6405
|
+
* @nullable
|
|
6406
|
+
*/
|
|
6407
|
+
export type WealthboxGetContacts200ContactsItemHouseholdId = unknown | null;
|
|
6408
|
+
export type WealthboxGetContacts200ContactsItemHousehold = {
|
|
6409
|
+
/** @nullable */
|
|
6410
|
+
id?: WealthboxGetContacts200ContactsItemHouseholdId;
|
|
6411
|
+
members?: WealthboxGetContacts200ContactsItemHouseholdMembersItem[];
|
|
6412
|
+
/** @nullable */
|
|
6413
|
+
name?: WealthboxGetContacts200ContactsItemHouseholdName;
|
|
6414
|
+
/** @nullable */
|
|
6415
|
+
title?: WealthboxGetContacts200ContactsItemHouseholdTitle;
|
|
6416
|
+
[key: string]: unknown | null;
|
|
6417
|
+
};
|
|
6418
|
+
/**
|
|
6419
|
+
* @nullable
|
|
6420
|
+
*/
|
|
6421
|
+
export type WealthboxGetContacts200ContactsItemGrossAnnualIncome = unknown | null;
|
|
6422
|
+
/**
|
|
6423
|
+
* @nullable
|
|
6424
|
+
*/
|
|
6425
|
+
export type WealthboxGetContacts200ContactsItemGreenCardNumber = unknown | null;
|
|
6426
|
+
/**
|
|
6427
|
+
* @nullable
|
|
6428
|
+
*/
|
|
6429
|
+
export type WealthboxGetContacts200ContactsItemGender = unknown | null;
|
|
6430
|
+
/**
|
|
6431
|
+
* @nullable
|
|
6432
|
+
*/
|
|
6433
|
+
export type WealthboxGetContacts200ContactsItemFirstName = unknown | null;
|
|
6434
|
+
/**
|
|
6435
|
+
* @nullable
|
|
6436
|
+
*/
|
|
6437
|
+
export type WealthboxGetContacts200ContactsItemFamilyOfficer = unknown | null;
|
|
6438
|
+
/**
|
|
6439
|
+
* @nullable
|
|
6440
|
+
*/
|
|
6441
|
+
export type WealthboxGetContacts200ContactsItemExternalUniqueId = unknown | null;
|
|
6442
|
+
/**
|
|
6443
|
+
* @nullable
|
|
6444
|
+
*/
|
|
6445
|
+
export type WealthboxGetContacts200ContactsItemEstimatedTaxes = unknown | null;
|
|
6446
|
+
export type WealthboxGetContacts200ContactsItemEmailAddressesItem = {
|
|
6447
|
+
[key: string]: unknown | null;
|
|
6448
|
+
};
|
|
6449
|
+
export type WealthboxGetContacts200ContactsItemDriversLicense = {
|
|
6450
|
+
[key: string]: unknown | null;
|
|
6451
|
+
};
|
|
6452
|
+
/**
|
|
6453
|
+
* @nullable
|
|
6454
|
+
*/
|
|
6455
|
+
export type WealthboxGetContacts200ContactsItemDoctor = unknown | null;
|
|
6456
|
+
/**
|
|
6457
|
+
* @nullable
|
|
6458
|
+
*/
|
|
6459
|
+
export type WealthboxGetContacts200ContactsItemDateOfDeath = unknown | null;
|
|
6460
|
+
export type WealthboxGetContacts200ContactsItemCustomFieldsItem = {
|
|
6461
|
+
[key: string]: unknown | null;
|
|
6462
|
+
};
|
|
6463
|
+
/**
|
|
6464
|
+
* @nullable
|
|
6465
|
+
*/
|
|
6466
|
+
export type WealthboxGetContacts200ContactsItemCreator = unknown | null;
|
|
6467
|
+
/**
|
|
6468
|
+
* @nullable
|
|
6469
|
+
*/
|
|
6470
|
+
export type WealthboxGetContacts200ContactsItemCreatedAt = unknown | null;
|
|
6471
|
+
/**
|
|
6472
|
+
* @nullable
|
|
6473
|
+
*/
|
|
6474
|
+
export type WealthboxGetContacts200ContactsItemCpa = unknown | null;
|
|
6475
|
+
/**
|
|
6476
|
+
* @nullable
|
|
6477
|
+
*/
|
|
6478
|
+
export type WealthboxGetContacts200ContactsItemContactType = unknown | null;
|
|
6479
|
+
/**
|
|
6480
|
+
* @nullable
|
|
6481
|
+
*/
|
|
6482
|
+
export type WealthboxGetContacts200ContactsItemContactSource = unknown | null;
|
|
6483
|
+
export type WealthboxGetContacts200ContactsItemContactRolesItem = {
|
|
6484
|
+
[key: string]: unknown | null;
|
|
6485
|
+
};
|
|
6486
|
+
/**
|
|
6487
|
+
* @nullable
|
|
6488
|
+
*/
|
|
6489
|
+
export type WealthboxGetContacts200ContactsItemConfirmedByTaxReturn = unknown | null;
|
|
6490
|
+
/**
|
|
6491
|
+
* @nullable
|
|
6492
|
+
*/
|
|
6493
|
+
export type WealthboxGetContacts200ContactsItemCompanyName = unknown | null;
|
|
6494
|
+
/**
|
|
6495
|
+
* @nullable
|
|
6496
|
+
*/
|
|
6497
|
+
export type WealthboxGetContacts200ContactsItemClientSince = unknown | null;
|
|
6498
|
+
/**
|
|
6499
|
+
* @nullable
|
|
6500
|
+
*/
|
|
6501
|
+
export type WealthboxGetContacts200ContactsItemBusinessManager = unknown | null;
|
|
6502
|
+
/**
|
|
6503
|
+
* @nullable
|
|
6504
|
+
*/
|
|
6505
|
+
export type WealthboxGetContacts200ContactsItemBirthPlace = unknown | null;
|
|
6506
|
+
/**
|
|
6507
|
+
* @nullable
|
|
6508
|
+
*/
|
|
6509
|
+
export type WealthboxGetContacts200ContactsItemBirthDate = unknown | null;
|
|
6510
|
+
/**
|
|
6511
|
+
* @nullable
|
|
6512
|
+
*/
|
|
6513
|
+
export type WealthboxGetContacts200ContactsItemBackgroundInformation = unknown | null;
|
|
6514
|
+
/**
|
|
6515
|
+
* @nullable
|
|
6516
|
+
*/
|
|
6517
|
+
export type WealthboxGetContacts200ContactsItemAttorney = unknown | null;
|
|
6518
|
+
/**
|
|
6519
|
+
* @nullable
|
|
6520
|
+
*/
|
|
6521
|
+
export type WealthboxGetContacts200ContactsItemAssistant = unknown | null;
|
|
6522
|
+
/**
|
|
6523
|
+
* @nullable
|
|
6524
|
+
*/
|
|
6525
|
+
export type WealthboxGetContacts200ContactsItemAssignedTo = unknown | null;
|
|
6526
|
+
/**
|
|
6527
|
+
* @nullable
|
|
6528
|
+
*/
|
|
6529
|
+
export type WealthboxGetContacts200ContactsItemAssets = unknown | null;
|
|
6530
|
+
/**
|
|
6531
|
+
* @nullable
|
|
6532
|
+
*/
|
|
6533
|
+
export type WealthboxGetContacts200ContactsItemAnniversary = unknown | null;
|
|
6534
|
+
/**
|
|
6535
|
+
* @nullable
|
|
6536
|
+
*/
|
|
6537
|
+
export type WealthboxGetContacts200ContactsItemAdjustedGrossIncome = unknown | null;
|
|
6134
6538
|
export type WealthboxGetContactsBodyTags = string[] | string;
|
|
6135
6539
|
export type WealthboxGetContactsBody = {
|
|
6136
6540
|
/** @nullable */
|
|
@@ -7345,12 +7749,11 @@ export type RedtailUpdateContactAccount200AnyOfNine = {
|
|
|
7345
7749
|
success?: boolean;
|
|
7346
7750
|
[key: string]: unknown | null;
|
|
7347
7751
|
};
|
|
7348
|
-
export type RedtailUpdateContactAccount200 = RedtailUpdateContactAccount200AnyOf | RedtailUpdateContactAccount200AnyOfNine;
|
|
7349
|
-
export type RedtailUpdateContactAccount200AnyOfAccount = RedtailUpdateContactAccount200AnyOfAccountAnyOf | RedtailUpdateContactAccount200AnyOfAccountAnyOfFourItem[];
|
|
7350
7752
|
export type RedtailUpdateContactAccount200AnyOf = {
|
|
7351
7753
|
account: RedtailUpdateContactAccount200AnyOfAccount;
|
|
7352
7754
|
[key: string]: unknown | null;
|
|
7353
7755
|
};
|
|
7756
|
+
export type RedtailUpdateContactAccount200 = RedtailUpdateContactAccount200AnyOf | RedtailUpdateContactAccount200AnyOfNine;
|
|
7354
7757
|
/**
|
|
7355
7758
|
* @nullable
|
|
7356
7759
|
*/
|
|
@@ -7384,6 +7787,7 @@ export type RedtailUpdateContactAccount200AnyOfAccountAnyOfFourItem = {
|
|
|
7384
7787
|
updated_at?: string | null;
|
|
7385
7788
|
[key: string]: unknown | null;
|
|
7386
7789
|
};
|
|
7790
|
+
export type RedtailUpdateContactAccount200AnyOfAccount = RedtailUpdateContactAccount200AnyOfAccountAnyOf | RedtailUpdateContactAccount200AnyOfAccountAnyOfFourItem[];
|
|
7387
7791
|
/**
|
|
7388
7792
|
* @nullable
|
|
7389
7793
|
*/
|
|
@@ -7450,6 +7854,16 @@ export type RedtailCreateContactAccount200AnyOfNine = {
|
|
|
7450
7854
|
[key: string]: unknown | null;
|
|
7451
7855
|
};
|
|
7452
7856
|
export type RedtailCreateContactAccount200 = RedtailCreateContactAccount200AnyOf | RedtailCreateContactAccount200AnyOfNine;
|
|
7857
|
+
export type RedtailCreateContactAccount200AnyOfAccount = RedtailCreateContactAccount200AnyOfAccountAnyOf | RedtailCreateContactAccount200AnyOfAccountAnyOfFourItem[];
|
|
7858
|
+
export type RedtailCreateContactAccount200AnyOf = {
|
|
7859
|
+
account: RedtailCreateContactAccount200AnyOfAccount;
|
|
7860
|
+
[key: string]: unknown | null;
|
|
7861
|
+
};
|
|
7862
|
+
/**
|
|
7863
|
+
* @nullable
|
|
7864
|
+
*/
|
|
7865
|
+
export type RedtailCreateContactAccount200AnyOfAccountAnyOfFourItemStatusAnyOf = unknown | null;
|
|
7866
|
+
export type RedtailCreateContactAccount200AnyOfAccountAnyOfFourItemStatus = string | number | RedtailCreateContactAccount200AnyOfAccountAnyOfFourItemStatusAnyOf;
|
|
7453
7867
|
export type RedtailCreateContactAccount200AnyOfAccountAnyOfFourItem = {
|
|
7454
7868
|
/** @nullable */
|
|
7455
7869
|
account_type?: string | null;
|
|
@@ -7478,16 +7892,6 @@ export type RedtailCreateContactAccount200AnyOfAccountAnyOfFourItem = {
|
|
|
7478
7892
|
updated_at?: string | null;
|
|
7479
7893
|
[key: string]: unknown | null;
|
|
7480
7894
|
};
|
|
7481
|
-
export type RedtailCreateContactAccount200AnyOfAccount = RedtailCreateContactAccount200AnyOfAccountAnyOf | RedtailCreateContactAccount200AnyOfAccountAnyOfFourItem[];
|
|
7482
|
-
export type RedtailCreateContactAccount200AnyOf = {
|
|
7483
|
-
account: RedtailCreateContactAccount200AnyOfAccount;
|
|
7484
|
-
[key: string]: unknown | null;
|
|
7485
|
-
};
|
|
7486
|
-
/**
|
|
7487
|
-
* @nullable
|
|
7488
|
-
*/
|
|
7489
|
-
export type RedtailCreateContactAccount200AnyOfAccountAnyOfFourItemStatusAnyOf = unknown | null;
|
|
7490
|
-
export type RedtailCreateContactAccount200AnyOfAccountAnyOfFourItemStatus = string | number | RedtailCreateContactAccount200AnyOfAccountAnyOfFourItemStatusAnyOf;
|
|
7491
7895
|
/**
|
|
7492
7896
|
* @nullable
|
|
7493
7897
|
*/
|
|
@@ -7576,6 +7980,7 @@ export type RedtailGetContactAccount200AccountAnyOfFourItem = {
|
|
|
7576
7980
|
updated_at?: string | null;
|
|
7577
7981
|
[key: string]: unknown | null;
|
|
7578
7982
|
};
|
|
7983
|
+
export type RedtailGetContactAccount200Account = RedtailGetContactAccount200AccountAnyOf | RedtailGetContactAccount200AccountAnyOfFourItem[];
|
|
7579
7984
|
/**
|
|
7580
7985
|
* @nullable
|
|
7581
7986
|
*/
|
|
@@ -7609,7 +8014,6 @@ export type RedtailGetContactAccount200AccountAnyOf = {
|
|
|
7609
8014
|
updated_at?: string | null;
|
|
7610
8015
|
[key: string]: unknown | null;
|
|
7611
8016
|
};
|
|
7612
|
-
export type RedtailGetContactAccount200Account = RedtailGetContactAccount200AccountAnyOf | RedtailGetContactAccount200AccountAnyOfFourItem[];
|
|
7613
8017
|
/**
|
|
7614
8018
|
* Get or delete a contact account: contact id, account id, and integration user (required by hub handlers).
|
|
7615
8019
|
*/
|
|
@@ -7746,7 +8150,6 @@ export type RedtailGetContactNote200AnyOfThree = {
|
|
|
7746
8150
|
notes: RedtailGetContactNote200AnyOfThreeNotes;
|
|
7747
8151
|
[key: string]: unknown | null;
|
|
7748
8152
|
};
|
|
7749
|
-
export type RedtailGetContactNote200 = RedtailGetContactNote200AnyOf | RedtailGetContactNote200AnyOfThree;
|
|
7750
8153
|
export type RedtailGetContactNote200AnyOfNote = {
|
|
7751
8154
|
/** @nullable */
|
|
7752
8155
|
added_by?: number | null;
|
|
@@ -7777,6 +8180,7 @@ export type RedtailGetContactNote200AnyOf = {
|
|
|
7777
8180
|
note: RedtailGetContactNote200AnyOfNote;
|
|
7778
8181
|
[key: string]: unknown | null;
|
|
7779
8182
|
};
|
|
8183
|
+
export type RedtailGetContactNote200 = RedtailGetContactNote200AnyOf | RedtailGetContactNote200AnyOfThree;
|
|
7780
8184
|
/**
|
|
7781
8185
|
* Get or delete a contact note: contact id, note id, and integration user (required by hub handlers).
|
|
7782
8186
|
*/
|
|
@@ -8678,10 +9082,6 @@ export type RedtailCreateContact200AnyOfNine = {
|
|
|
8678
9082
|
success?: boolean;
|
|
8679
9083
|
[key: string]: unknown | null;
|
|
8680
9084
|
};
|
|
8681
|
-
export type RedtailCreateContact200AnyOf = {
|
|
8682
|
-
contact?: RedtailCreateContact200AnyOfContact;
|
|
8683
|
-
[key: string]: unknown | null;
|
|
8684
|
-
};
|
|
8685
9085
|
export type RedtailCreateContact200 = RedtailCreateContact200AnyOf | RedtailCreateContact200AnyOfNine;
|
|
8686
9086
|
export type RedtailCreateContact200AnyOfContactUrlsItem = {
|
|
8687
9087
|
[key: string]: unknown | null;
|
|
@@ -8821,6 +9221,10 @@ export type RedtailCreateContact200AnyOfContact = {
|
|
|
8821
9221
|
writing_advisor_id?: number | null;
|
|
8822
9222
|
[key: string]: unknown | null;
|
|
8823
9223
|
};
|
|
9224
|
+
export type RedtailCreateContact200AnyOf = {
|
|
9225
|
+
contact?: RedtailCreateContact200AnyOfContact;
|
|
9226
|
+
[key: string]: unknown | null;
|
|
9227
|
+
};
|
|
8824
9228
|
/**
|
|
8825
9229
|
* Contact type. Required by Redtail.
|
|
8826
9230
|
*/
|
|
@@ -9160,7 +9564,6 @@ export type RedtailCreateActivityNote200AnyOfFive = {
|
|
|
9160
9564
|
success?: boolean;
|
|
9161
9565
|
[key: string]: unknown | null;
|
|
9162
9566
|
};
|
|
9163
|
-
export type RedtailCreateActivityNote200 = RedtailCreateActivityNote200AnyOf | RedtailCreateActivityNote200AnyOfThree | RedtailCreateActivityNote200AnyOfFive;
|
|
9164
9567
|
export type RedtailCreateActivityNote200AnyOfThreeActivityNote = {
|
|
9165
9568
|
/** @nullable */
|
|
9166
9569
|
added_by?: number | null;
|
|
@@ -9221,6 +9624,7 @@ export type RedtailCreateActivityNote200AnyOf = {
|
|
|
9221
9624
|
note: RedtailCreateActivityNote200AnyOfNote;
|
|
9222
9625
|
[key: string]: unknown | null;
|
|
9223
9626
|
};
|
|
9627
|
+
export type RedtailCreateActivityNote200 = RedtailCreateActivityNote200AnyOf | RedtailCreateActivityNote200AnyOfThree | RedtailCreateActivityNote200AnyOfFive;
|
|
9224
9628
|
/**
|
|
9225
9629
|
* Create a note on an activity. Hub strips `userId` and `activityId` before calling Redtail.
|
|
9226
9630
|
*/
|
|
@@ -9258,10 +9662,6 @@ export type RedtailDeleteActivityBody = {
|
|
|
9258
9662
|
/** Integration user id for Redtail requests. */
|
|
9259
9663
|
userId: string;
|
|
9260
9664
|
};
|
|
9261
|
-
export type RedtailUpdateActivity200 = {
|
|
9262
|
-
activity: RedtailUpdateActivity200Activity;
|
|
9263
|
-
[key: string]: unknown | null;
|
|
9264
|
-
};
|
|
9265
9665
|
/**
|
|
9266
9666
|
* @nullable
|
|
9267
9667
|
*/
|
|
@@ -9338,6 +9738,10 @@ export type RedtailUpdateActivity200Activity = {
|
|
|
9338
9738
|
updated_at?: string | null;
|
|
9339
9739
|
[key: string]: unknown | null;
|
|
9340
9740
|
};
|
|
9741
|
+
export type RedtailUpdateActivity200 = {
|
|
9742
|
+
activity: RedtailUpdateActivity200Activity;
|
|
9743
|
+
[key: string]: unknown | null;
|
|
9744
|
+
};
|
|
9341
9745
|
/**
|
|
9342
9746
|
* Create an activity. `userId` is for the integration hub only and is not sent to Redtail. Additional Redtail fields are accepted.
|
|
9343
9747
|
*/
|
|
@@ -9804,11 +10208,6 @@ export type RedtailGetContactAccounts200Meta = {
|
|
|
9804
10208
|
total_records?: number;
|
|
9805
10209
|
[key: string]: unknown | null;
|
|
9806
10210
|
};
|
|
9807
|
-
export type RedtailGetContactAccounts200 = {
|
|
9808
|
-
accounts?: RedtailGetContactAccounts200AccountsItem[];
|
|
9809
|
-
meta?: RedtailGetContactAccounts200Meta;
|
|
9810
|
-
[key: string]: unknown | null;
|
|
9811
|
-
};
|
|
9812
10211
|
/**
|
|
9813
10212
|
* @nullable
|
|
9814
10213
|
*/
|
|
@@ -9842,6 +10241,11 @@ export type RedtailGetContactAccounts200AccountsItem = {
|
|
|
9842
10241
|
updated_at?: string | null;
|
|
9843
10242
|
[key: string]: unknown | null;
|
|
9844
10243
|
};
|
|
10244
|
+
export type RedtailGetContactAccounts200 = {
|
|
10245
|
+
accounts?: RedtailGetContactAccounts200AccountsItem[];
|
|
10246
|
+
meta?: RedtailGetContactAccounts200Meta;
|
|
10247
|
+
[key: string]: unknown | null;
|
|
10248
|
+
};
|
|
9845
10249
|
export type RedtailGetContactAccountsBody = {
|
|
9846
10250
|
/**
|
|
9847
10251
|
* Redtail contact identifier
|
|
@@ -10280,10 +10684,6 @@ export type RedtailGetContactsBody = {
|
|
|
10280
10684
|
userId: string;
|
|
10281
10685
|
[key: string]: unknown | null;
|
|
10282
10686
|
};
|
|
10283
|
-
export type RedtailGetContact200 = {
|
|
10284
|
-
contact?: RedtailGetContact200Contact;
|
|
10285
|
-
[key: string]: unknown | null;
|
|
10286
|
-
};
|
|
10287
10687
|
export type RedtailGetContact200ContactUrlsItem = {
|
|
10288
10688
|
[key: string]: unknown | null;
|
|
10289
10689
|
};
|
|
@@ -10422,6 +10822,10 @@ export type RedtailGetContact200Contact = {
|
|
|
10422
10822
|
writing_advisor_id?: number | null;
|
|
10423
10823
|
[key: string]: unknown | null;
|
|
10424
10824
|
};
|
|
10825
|
+
export type RedtailGetContact200 = {
|
|
10826
|
+
contact?: RedtailGetContact200Contact;
|
|
10827
|
+
[key: string]: unknown | null;
|
|
10828
|
+
};
|
|
10425
10829
|
export type RedtailGetContactBody = {
|
|
10426
10830
|
/**
|
|
10427
10831
|
* Redtail contact identifier
|
|
@@ -10771,23 +11175,6 @@ export type GoogleGenerativeAICreateStreamBodyOptions = {
|
|
|
10771
11175
|
*/
|
|
10772
11176
|
topP?: number;
|
|
10773
11177
|
};
|
|
10774
|
-
export type GoogleGenerativeAICreateStreamBody = {
|
|
10775
|
-
/**
|
|
10776
|
-
* Array of chat messages
|
|
10777
|
-
* @minItems 1
|
|
10778
|
-
*/
|
|
10779
|
-
messages: GoogleGenerativeAICreateStreamBodyMessagesItem[];
|
|
10780
|
-
/** Specific model to use (defaults to resolved Google model) */
|
|
10781
|
-
model?: string;
|
|
10782
|
-
options?: GoogleGenerativeAICreateStreamBodyOptions;
|
|
10783
|
-
/**
|
|
10784
|
-
* Schema for structured output
|
|
10785
|
-
* @nullable
|
|
10786
|
-
*/
|
|
10787
|
-
outputSchema?: GoogleGenerativeAICreateStreamBodyOutputSchema;
|
|
10788
|
-
/** Required when the Google Generative AI integration config type is PerUser. */
|
|
10789
|
-
userId?: string;
|
|
10790
|
-
};
|
|
10791
11178
|
/**
|
|
10792
11179
|
* Role of the message sender
|
|
10793
11180
|
*/
|
|
@@ -10817,6 +11204,23 @@ export type GoogleGenerativeAICreateStreamBodyMessagesItem = {
|
|
|
10817
11204
|
/** Role of the message sender */
|
|
10818
11205
|
role: GoogleGenerativeAICreateStreamBodyMessagesItemRole;
|
|
10819
11206
|
};
|
|
11207
|
+
export type GoogleGenerativeAICreateStreamBody = {
|
|
11208
|
+
/**
|
|
11209
|
+
* Array of chat messages
|
|
11210
|
+
* @minItems 1
|
|
11211
|
+
*/
|
|
11212
|
+
messages: GoogleGenerativeAICreateStreamBodyMessagesItem[];
|
|
11213
|
+
/** Specific model to use (defaults to resolved Google model) */
|
|
11214
|
+
model?: string;
|
|
11215
|
+
options?: GoogleGenerativeAICreateStreamBodyOptions;
|
|
11216
|
+
/**
|
|
11217
|
+
* Schema for structured output
|
|
11218
|
+
* @nullable
|
|
11219
|
+
*/
|
|
11220
|
+
outputSchema?: GoogleGenerativeAICreateStreamBodyOutputSchema;
|
|
11221
|
+
/** Required when the Google Generative AI integration config type is PerUser. */
|
|
11222
|
+
userId?: string;
|
|
11223
|
+
};
|
|
10820
11224
|
/**
|
|
10821
11225
|
* Aspect ratio for generated image
|
|
10822
11226
|
*/
|
|
@@ -11774,6 +12178,25 @@ export declare const getIntegrationsAPI: () => {
|
|
|
11774
12178
|
wealthboxGetWorkflowTemplates: (wealthboxGetWorkflowTemplatesBody: WealthboxGetWorkflowTemplatesBody) => Promise<WealthboxGetWorkflowTemplates200>;
|
|
11775
12179
|
wealthboxGetWorkflowTemplate: (wealthboxGetWorkflowTemplateBody: WealthboxGetWorkflowTemplateBody) => Promise<WealthboxGetWorkflowTemplate200>;
|
|
11776
12180
|
wealthboxGetActivity: (wealthboxGetActivityBody: WealthboxGetActivityBody) => Promise<WealthboxGetActivity200>;
|
|
12181
|
+
plaidStartHostedLink: (plaidStartHostedLinkBody: PlaidStartHostedLinkBody) => Promise<PlaidStartHostedLink200>;
|
|
12182
|
+
plaidHostedLinkCallback: (params?: PlaidHostedLinkCallbackParams) => Promise<void>;
|
|
12183
|
+
plaidGetAccounts: (plaidGetAccountsBody: PlaidGetAccountsBody) => Promise<PlaidGetAccounts200>;
|
|
12184
|
+
plaidGetAccountsBalance: (plaidGetAccountsBalanceBody: PlaidGetAccountsBalanceBody) => Promise<PlaidGetAccountsBalance200>;
|
|
12185
|
+
plaidGetAuth: (plaidGetAuthBody: PlaidGetAuthBody) => Promise<PlaidGetAuth200>;
|
|
12186
|
+
plaidTransactionsSync: (plaidTransactionsSyncBody: PlaidTransactionsSyncBody) => Promise<PlaidTransactionsSync200>;
|
|
12187
|
+
plaidGetRecurringTransactions: (plaidGetRecurringTransactionsBody: PlaidGetRecurringTransactionsBody) => Promise<PlaidGetRecurringTransactions200>;
|
|
12188
|
+
plaidGetTransactions: (plaidGetTransactionsBody: PlaidGetTransactionsBody) => Promise<PlaidGetTransactions200>;
|
|
12189
|
+
plaidGetIdentity: (plaidGetIdentityBody: PlaidGetIdentityBody) => Promise<PlaidGetIdentity200>;
|
|
12190
|
+
plaidGetItem: (plaidGetItemBody: PlaidGetItemBody) => Promise<PlaidGetItem200>;
|
|
12191
|
+
plaidRemoveItem: (plaidRemoveItemBody: PlaidRemoveItemBody) => Promise<PlaidRemoveItem200>;
|
|
12192
|
+
plaidGetInstitutionById: (plaidGetInstitutionByIdBody: PlaidGetInstitutionByIdBody) => Promise<PlaidGetInstitutionById200>;
|
|
12193
|
+
plaidGetInvestmentHoldings: (plaidGetInvestmentHoldingsBody: PlaidGetInvestmentHoldingsBody) => Promise<PlaidGetInvestmentHoldings200>;
|
|
12194
|
+
plaidGetInvestmentTransactions: (plaidGetInvestmentTransactionsBody: PlaidGetInvestmentTransactionsBody) => Promise<PlaidGetInvestmentTransactions200>;
|
|
12195
|
+
plaidGetLiabilities: (plaidGetLiabilitiesBody: PlaidGetLiabilitiesBody) => Promise<PlaidGetLiabilities200>;
|
|
12196
|
+
plaidCreateAssetReport: (plaidCreateAssetReportBody: PlaidCreateAssetReportBody) => Promise<PlaidCreateAssetReport200>;
|
|
12197
|
+
plaidGetAssetReport: (plaidGetAssetReportBody: PlaidGetAssetReportBody) => Promise<PlaidGetAssetReport200>;
|
|
12198
|
+
plaidRefreshAssetReport: (plaidRefreshAssetReportBody: PlaidRefreshAssetReportBody) => Promise<PlaidRefreshAssetReport200>;
|
|
12199
|
+
plaidGetAssetReportPdf: (plaidGetAssetReportPdfBody: PlaidGetAssetReportPdfBody) => Promise<PlaidGetAssetReportPdf200>;
|
|
11777
12200
|
};
|
|
11778
12201
|
export type AnthropicSetUserCredentialsResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['anthropicSetUserCredentials']>>>;
|
|
11779
12202
|
export type AnthropicGenerateTextResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['anthropicGenerateText']>>>;
|
|
@@ -11965,4 +12388,23 @@ export type WealthboxGetContactRolesResult = NonNullable<Awaited<ReturnType<Retu
|
|
|
11965
12388
|
export type WealthboxGetWorkflowTemplatesResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['wealthboxGetWorkflowTemplates']>>>;
|
|
11966
12389
|
export type WealthboxGetWorkflowTemplateResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['wealthboxGetWorkflowTemplate']>>>;
|
|
11967
12390
|
export type WealthboxGetActivityResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['wealthboxGetActivity']>>>;
|
|
12391
|
+
export type PlaidStartHostedLinkResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['plaidStartHostedLink']>>>;
|
|
12392
|
+
export type PlaidHostedLinkCallbackResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['plaidHostedLinkCallback']>>>;
|
|
12393
|
+
export type PlaidGetAccountsResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['plaidGetAccounts']>>>;
|
|
12394
|
+
export type PlaidGetAccountsBalanceResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['plaidGetAccountsBalance']>>>;
|
|
12395
|
+
export type PlaidGetAuthResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['plaidGetAuth']>>>;
|
|
12396
|
+
export type PlaidTransactionsSyncResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['plaidTransactionsSync']>>>;
|
|
12397
|
+
export type PlaidGetRecurringTransactionsResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['plaidGetRecurringTransactions']>>>;
|
|
12398
|
+
export type PlaidGetTransactionsResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['plaidGetTransactions']>>>;
|
|
12399
|
+
export type PlaidGetIdentityResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['plaidGetIdentity']>>>;
|
|
12400
|
+
export type PlaidGetItemResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['plaidGetItem']>>>;
|
|
12401
|
+
export type PlaidRemoveItemResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['plaidRemoveItem']>>>;
|
|
12402
|
+
export type PlaidGetInstitutionByIdResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['plaidGetInstitutionById']>>>;
|
|
12403
|
+
export type PlaidGetInvestmentHoldingsResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['plaidGetInvestmentHoldings']>>>;
|
|
12404
|
+
export type PlaidGetInvestmentTransactionsResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['plaidGetInvestmentTransactions']>>>;
|
|
12405
|
+
export type PlaidGetLiabilitiesResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['plaidGetLiabilities']>>>;
|
|
12406
|
+
export type PlaidCreateAssetReportResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['plaidCreateAssetReport']>>>;
|
|
12407
|
+
export type PlaidGetAssetReportResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['plaidGetAssetReport']>>>;
|
|
12408
|
+
export type PlaidRefreshAssetReportResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['plaidRefreshAssetReport']>>>;
|
|
12409
|
+
export type PlaidGetAssetReportPdfResult = NonNullable<Awaited<ReturnType<ReturnType<typeof getIntegrationsAPI>['plaidGetAssetReportPdf']>>>;
|
|
11968
12410
|
//# sourceMappingURL=generated-api.d.ts.map
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