schema changes
- asset_ownerships
(swagger.json updated) ownerId: no longer required - company_group_accesses
authorizedCompanyUserIds: no longer required - estate_asset
estate_asset
acquisitionValue: added to all estate assets (previously only on real_estate)
acquisitionValue: allowed null + removed default
acquisitionYear: added to all estate assets (previously only on real_estate)
acquisitionYear: added [0-9]{4} pattern
rateOfReturn: allowed null + removed default
liquidityAllocations: added
riskAllocations: added
estate_asset#account
bankName: no longer required if swiftCode is present
estate_asset#company
assetAdministratorIds: added
dutreilPact: added
constitutionDate: added
companyType: allowed null
companyObject: allowed null
companyObject: allowed values "foundation"
estate_asset#investment
bankName: no longer required if swiftCode is present
investmentCategory: added
liquidationDate: added
accountInfos: added
estate_asset#other_asset
rateOfReturn: added
insured: added
ecbCode: added
estate_asset#real_estate
isMainResidence: added
specificRight: added
epcLabel: added
kwhM2Year: added
epcOn: added
leaseIndexation: added
furnishedRental: added - estates_pe_portfolio_positions
peFundStrategy: allowed null - group_membership
(swagger.json updated) parentIds: added
parentIds: hidden for bnp - insurance
reference: removed min length
insuranceType: added values "loan_balance_insurance", "supplementary_pension_employee", "supplementary_pension_self_employed", "pension_savings", "insurance_savings"
category: added values "other", "balance_insurance"
mixedFundShare: added
euroFundShare: added
premiumFromCommunity: added
benefAccepted: added
capitalProtection: added
guaranteedReturn: added
guaranteedReturnPc: added
expectedReturnPc: added
lifePayoutTaxPc: added
deathPayoutTaxPc: added
taxPc: added
entryFeePc: added
exitFeePc: added
managementFeePc: added
bankFeePc: added
conversionPc: added - estates_past_situations
value: removed
value: moved to value lines - misc
added missing currencies
- asset_ownerships
route changes
/estate-assets: added update
/estate-liabilities: added update
/insurances: added update
preprocessing (modifications done to the data before being sent to the api)
- accounts
bankName is set to '' if missing. - asset_ownerships
The data is heavily transformed. - companies
officialName is set to the name is missing. - group_memberships
id in the sheet is renamed dummyUserId
parent1/parent2 are renamed father/mother
currentSpouseId/spouseType/regimeType are set using the data from the spouse if missing. (if Alice has no spouse set, but Bob has Alice set as spouse, we fill these properties on Alice’s row based on Bob’s row) - groups_to_delete
days is set to 30 if missing. - insurances
reduced is set to the inverse of notReduced if missing and notReduced is provided
noTerm is set to the inverse of hasTerm if missing and hasTerm is provided
reference is set to '' if missing - investments
bankName is set to '' if missing - liabilities
bankName is set to '' if missing
If linkedToAsset is provided, estateAssetId is set to null if linkedToAsset is false and to linkedToAsset otherwise.
If estateAssetId is provided, linkedToAsset is set to true or false based on estateAssetId's presence. - real_estates
autoPropertyTax is removed (not just the value, the keypair) if null or ''
- accounts
