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OfferStatus

Kanbert (v1)

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api.json
api.yaml
Languages
Servers
https://api.kanbert.com/api/v1

Users

Operations

Clients

Operations

Projects

Operations

Tasks

Operations
Webhooks

Task Comments

Operations
Webhooks

Efforts

Operations

Contacts

Operations

Companies

Operations
Webhooks

Offers

Operations

Outgoing Invoices

Operations

Payments

Operations

Usergroups & Teams

Operations

Settings

Operations

Integration

Operations

Files

Operations

Custom Fields

Operations

Webhook Management

Operations

Schemas

Schemas

OfferLineItemData

idstringrequired
titlestringrequired
typestring(AccountingLineItemType)required
Enum"unit""category""page_break"
indentintegerrequired
orderintegerrequired
is_optionalbooleanrequired
pricenumberrequired
amountnumberrequired
total_net_basenumberrequired

Excluding all discounts
Does not reflect total value over performance range

total_netnumberrequired

Including unit discount (not offer discounts)
Does not reflect total value over performance range

total_gross_basenumberrequired

Excluding all discounts
Does not reflect total value over performance range

tax_factornumberrequired
total_grossnumberrequired

Including unit discount (not offer discounts)
Does not reflect total value over performance range

metricobject(MetricData)required
metric.​idstringrequired
metric.​titlestringrequired
metric.​title_pluralstringrequired
projectProjectData (object) or nullrequired
Any of:
project.​idstringrequired
project.​external_idstring or nullrequired

Can be used to add an identifier to the project from an external system, must be unique

project.​external_originstring or nullrequired

If originated from external system origin is added

project.​titlestringrequired
project.​shortcodestringrequired
project.​po_numberstring or nullrequired
project.​project_typeobject(ProjectTypeData)required
project.​project_type.​idstringrequired
project.​project_type.​titlestringrequired
project.​project_type.​shortcodestringrequired
project.​project_type.​colorstringrequired
project.​project_type.​orderintegerrequired
project.​project_type.​is_defaultbooleanrequired
project.​statusstringrequired
project.​is_acquisitionbooleanrequired
project.​is_privatebooleanrequired
project.​start_datestring or null(date)required
project.​end_datestring or null(date)required
project.​clientobject(ClientData)required
project.​client.​idstringrequired
project.​client.​external_idstring or nullrequired

Can be used to add an identifier to the client from an external system, must be unique

project.​client.​external_originstring or nullrequired

If originated from external system origin is added

project.​client.​namestringrequired
project.​client.​shortcodestring or nullrequired
project.​client.​primary_contactUserData (object) or nullrequired
Any of:
project.​client.​primary_contact.​idstringrequired
project.​client.​primary_contact.​first_namestringrequired
project.​client.​primary_contact.​last_namestringrequired
project.​client.​primary_contact.​emailstringrequired
project.​client.​primary_contact.​typestring(UserType)required
Enum"user""guest""tax_advisor""integration"
project.​client.​primary_contact.​spaceobject(SpaceData)required
project.​client.​primary_contact.​space.​idstringrequired
project.​client.​primary_contact.​space.​namestringrequired
project.​client.​origin_spaceSpaceData (object) or nullrequired
Any of:

Shared space which the client is shared from, if null client is not shared

project.​client.​origin_space.​idstringrequired
project.​client.​origin_space.​namestringrequired
project.​tagsArray of objects(ProjectTagData)
project.​custom_fieldsobjectrequired

The key is the field name for your custom field, value type depends on the field type

project.​custom_fields.​property name*string or boolean or integer or nulladditional property
Any of:
string
project.​origin_spaceSpaceData (object) or nullrequired
Any of:

Shared space which the project is shared from, if null project is not shared

project.​origin_space.​idstringrequired
project.​origin_space.​namestringrequired
project.​teamArray of objects(TeamMemberData)

Project team

project.​guestsArray of objects(TeamMemberData)

Project guests

project.​computed_fieldsobject
exclude_from_discountbooleanrequired

If true, the unit will be excluded from offer-wide discounts

Default false
discount_factornumber or nullrequired
discount_absolutenumber or nullrequired
discount_boundbooleanrequired

If true, the amount will multiply discount absolute

Default false
purchase_pricenumberrequired
Default 0
purchase_amountnumberrequired
Default 1
purchase_totalnumberrequired
Default 0
purchase_price_boundbooleanrequired

If true, purchase_amount will be in sync with amount

Default false
descriptionstringrequired
payment_partial_typestring(OfferUnitIntervalType)required
Enum"once""monthly""yearly"
payment_partial_intervalinteger or nullrequired

Interval if payment partial type is monthly or `yearly

TypeIntervalDescription
onceanyOnce per offer
monthly1Every month in performance range
monthly3Every 3 months in performance range
monthly6Every 6 monthsin performance range
yearly1Every year in performance range
yearly3Every 3 years in performance range
yearly6Every 6 years in performance range
{
  "id": "string",
  "title": "string",
  "type": "unit",
  "indent": 0,
  "order": 0,
  "is_optional": true,
  "price": 0,
  "amount": 0,
  "total_net_base": 0,
  "total_net": 0,
  "total_gross_base": 0,
  "tax_factor": 0,
  "total_gross": 0,
  "metric": {
    "id": "string",
    "title": "string",
    "title_plural": "string"
  },
  "project": {
    "id": "string",
    "external_id": "string",
    "external_origin": "string",
    "title": "string",
    "shortcode": "string",
    "po_number": "string",
    "project_type": { … },
    "status": "string",
    "is_acquisition": true,
    "is_private": true,
    "start_date": "2019-08-24",
    "end_date": "2019-08-24",
    "client": { … },
    "tags": [ … ],
    "custom_fields": "['custom_field_1' => 'value', 'custom_field_2' => true]",
    "origin_space": { … },
    "team": [ … ],
    "guests": [ … ],
    "computed_fields": { … }
  },
  "exclude_from_discount": false,
  "discount_factor": 0,
  "discount_absolute": 0,
  "discount_bound": false,
  "purchase_price": 0,
  "purchase_amount": 1,
  "purchase_total": 0,
  "purchase_price_bound": false,
  "description": "string",
  "payment_partial_type": "once",
  "payment_partial_interval": 0
}

OfferStatus

open
Offer in draft
approval_pending
Offer was submitted for internal approval
approval_approved
Offer was internally approved
transformed
Customer approved offer
cancelled
Customer declined offer
string(OfferStatus)
open
Offer in draft
approval_pending
Offer was submitted for internal approval
approval_approved
Offer was internally approved
transformed
Customer approved offer
cancelled
Customer declined offer
Enum"open""approval_pending""approval_approved""transformed""cancelled"
"open"

OfferUnitIntervalType

string(OfferUnitIntervalType)
Enum"once""monthly""yearly"
"once"