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trying again with tax docs #97

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206 changes: 206 additions & 0 deletions openapi/mx_platform_api.yml
Original file line number Diff line number Diff line change
Expand Up @@ -1767,6 +1767,63 @@ components:
"$ref": "#/components/schemas/TagResponse"
type: array
type: object
TaxDocumentResponse:
properties:
content_hash:
example: a16c580c4fcdfa8088edaa7b4d35b290
nullable: true
type: string
created_at:
example: '2022-10-18T19:23:16Z'
nullable: true
type: string
document_type:
example: TAX1099_C
nullable: true
type: string
guid:
example: TAX-ee8776ea-468b-4b02-b95d-743adf6ba50e
nullable: true
type: string
issued_on:
example: '2022-03-31'
nullable: true
type: string
member_guid:
example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
nullable: true
type: string
tax_year:
example: '2023'
nullable: true
type: string
updated_at:
example: '2022-10-18T19:23:17Z'
nullable: true
type: string
uri:
example: "/users/USR-11141024-90b3-1bce-cac9-c06ced52ab4c/members/MBR-7c6f361b-e582-15b6-60c0-358f12466b4b/tax_documents/TAX-ee8776ea-468b-4b02-b95d-743adf6ba50e.pdf"
nullable: true
type: string
user_guid:
example: USR-11141024-90b3-1bce-cac9-c06ced52ab4c
nullable: true
type: string
type: object
TaxDocumentResponseBody:
properties:
tax_document:
"$ref": "#/components/schemas/TaxDocumentResponse"
type: object
TaxDocumentsResponseBody:
properties:
pagination:
"$ref": "#/components/schemas/PaginationResponse"
tax_documents:
items:
"$ref": "#/components/schemas/TaxDocumentResponse"
type: array
type: object
TransactionResponse:
properties:
account_guid:
Expand Down Expand Up @@ -4366,6 +4423,41 @@ paths:
summary: Fetch statements
tags:
- mx_platform
"/users/{user_guid}/members/{member_guid}/fetch_tax_documents":
post:
description: Use this endpoint to fetch (aggregate) the tax documents associated
with the specified member. This request **does not** return the latest tax
documents. It just starts the document aggregation process and returns the
initial state of the process. You must interact with the newly aggregated
data using the other document endpoints in this reference. This request may
also trigger multi-factor authentication which requires end-user input and
a specific process for answering authentication challenges.
operationId: fetchTaxDocuments
parameters:
- description: The unique id for a `member`.
example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
in: path
name: member_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
responses:
'202':
content:
application/vnd.mx.api.v1+json:
schema:
"$ref": "#/components/schemas/MemberResponseBody"
description: Accepted
summary: Fetch Tax Documents
tags:
- mx_platform
"/users/{user_guid}/members/{member_guid}/holdings":
get:
description: This endpoint returns all holdings associated with the specified
Expand Down Expand Up @@ -4697,6 +4789,120 @@ paths:
summary: Read member status
tags:
- mx_platform
"/users/{user_guid}/members/{member_guid}/tax_documents":
get:
description: Use this endpoint to get a paginated list of tax documents.
operationId: listTaxDocuments
parameters:
- description: The unique id for a `member`.
example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
in: path
name: member_guid
required: true
schema:
type: string
- description: Specify current page.
example: 1
in: query
name: page
schema:
type: integer
- description: Specify records per page.
example: 10
in: query
name: records_per_page
schema:
type: integer
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
"$ref": "#/components/schemas/TaxDocumentsResponseBody"
description: OK
summary: List Tax Documents
tags:
- mx_platform
"/users/{user_guid}/members/{member_guid}/tax_documents/{tax_document_guid}":
get:
description: Use this endpoint to read the attributes of the specified tax document.
operationId: readTaxDocument
parameters:
- description: The unique id for a `tax_document`.
example: TAX-987dfds1b-e582-15b6-60c0-358f12466b4b
in: path
name: tax_document_guid
required: true
schema:
type: string
- description: The unique id for a `member`.
example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
in: path
name: member_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
"$ref": "#/components/schemas/TaxDocumentResponseBody"
description: OK
summary: Read a Tax Document
tags:
- mx_platform
"/users/{user_guid}/members/{member_guid}/tax_documents/{tax_document_guid}.pdf":
get:
description: Use this endpoint to download a PDF version of the specified tax
document. The endpoint URL is the base URL appended with the uri of the tax_document.
operationId: downloadTaxDocument
parameters:
- description: The unique id for a `tax_document`.
example: TAX-987dfds1b-e582-15b6-60c0-358f12466b4b
in: path
name: tax_document_guid
required: true
schema:
type: string
- description: The unique id for a `member`.
example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
in: path
name: member_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
responses:
'200':
content:
application/vnd.mx.api.v1+pdf:
schema:
format: binary
type: string
description: OK
summary: Download a Tax Document PDF
tags:
- mx_platform
"/users/{user_guid}/members/{member_guid}/transactions":
get:
description: Requests to this endpoint return a list of transactions associated
Expand Down