New endpoints
Ledger Settings
Two new endpoints allow you to manage per-Ledger validation rules via the API:- Retrieve Ledger Settings —
GET /organizations/{id}/ledgers/{id}/settings - Update Ledger Settings —
PATCH /organizations/{id}/ledgers/{id}/settings
Balance History
Two new endpoints support point-in-time balance queries for auditing, reconciliation, and historical reporting:- Retrieve Balance History — Get the state of a specific balance at a given timestamp.
- Retrieve Balance History by Account — Get the state of all balances for an account at a given timestamp.
Updated schemas
Transaction Routing
- Operation Routes now include
accountingEntriesand support abidirectionalroute type - Transaction Routes use a new
operationRoutesobject format - Operations include new fields:
direction,routeId, androuteCode
New query filters
| Endpoint | New filters |
|---|---|
| List Organizations | legal_name, doing_business_as |
| List Ledgers | name |
| List Operations | direction, route_id |
New error codes
Error codes 0140–0158 were added to the error reference, covering validation failures for the new Ledger Settings and routing features.
OpenAPI spec alignment
All published OpenAPI specs were aligned with the actual codebase versions:
| Spec | Updated to |
|---|---|
| Ledger | v3.5.0 |
| CRM | latest stable |
| Fees Engine | latest stable |
| Access Manager | latest stable |