Customers v0.5.0 comes with several new features including Customer searching/filtering, additional Instant Account Validation strategies, and a reformed model for separating models.
BREAKING CHANGES
We now require the X-Organization HTTP header on requests. This is to enforce isolation of models for multi-tenant installs. The value can be a free-form string so a UUID, random string, or other identifier can be supplied.
- Accounts require HolderName (legal name on the financial account)
- ./pkg/client and ./pkg/admin package moved from the root package
- Database migrations use golang-migrate and so require copying the old data into new tables
ADDITIONS
- accounts:
instant validation can be performed with Plaid or MX.
- api,client: expose institution details on accounts
- accounts: return InstitutionDetails next to routing number
- cmd/server: add an endpoint for searching customers
- customers: added search filter params
status, type and pagination with skip and count
- accounts: perform OFAC search of HolderName
- approval: return 'blocked' boolean from OFAC search
IMPROVEMENTS
- accounts: return updated model after updating status
- customers: accept yyyy-mm-dd formatted birthDates
- customers: using base http GetSkipAndCount() to get skip and count from request
- customers: perform the OFAC search inline of creation flow
- accounts: reject duplicate accounts for a customer
- cmd/server: read OFAC_ENDPOINT or WATCHMAN_ENDPOINT
- customers: send back an array of search results, not null
- database/mysql: fix migration for customer type
- docs: reference ./cmd/genkey/ for local secret keys
- fed: support debugging API calls
- paygate: support debugging API calls
- watchman: support debugging API calls
- api,client: mark SSN as optional on CreateCustomer
BUG FIXEs
- search: always return an allocated array for JSON marshal
- accounts: return an empty array if no accounts are found
- cmd/server: return 404 if customer isn't found
- customers: render nil birthDate as null instead of time.Zero
- customers: save customer type and marshal it back
- customers: validate customer type on creation request
- database/mysql: change customers.status to string
- database/mysql: expand encrypted_account_number
BUILD
- build: upgrade github.com/moov-io/watchman to v0.15.0
- build: mount sqlite path as volume
- chore(deps): update module aws/aws-sdk-go to v1.34.9
- chore(deps): update golang docker tag to v1.15