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kobana dunning tasks

Commands of kobana dunning tasks. Every global option (Global options) applies here.

CommandHTTPDescription
tasks listGET /v1/tasksList tasks
tasks createPOST /v1/tasksCreate task
tasks bulk-assignPOST /v1/tasks/bulk-assignBulk-assign tasks
tasks bulk-completePOST /v1/tasks/bulk-completeBulk-complete tasks
tasks getGET /v1/tasks/{id}Get task
tasks updatePUT /v1/tasks/{id}Update task
tasks completePOST /v1/tasks/{id}/completeComplete task

tasks list​

List tasks

kobana dunning tasks list [OPTIONS]

GET /v1/tasks

Lists the organization’s tasks with pagination and filters. Sortable via sort_by (title | priority | status | due_at | created_at | updated_at).

Query parameters

NameTypeRequiredDescription
pageintegernoPage number (starts at 1).
per_pageintegernoItems per page (max 100).
sort_bystringnoSort field (public snake_case name, e.g. due_date).
sort_orderstringnoSort direction (asc | desc). Values: asc, desc.
statusstringnoFilter by status (pending | in_progress | completed | cancelled). Values: pending, in_progress, completed, cancelled.
prioritystringnoFilter by priority (low | medium | high | urgent). Values: low, medium, high, urgent.
task_typestringnoFilter by type (call | email | visit | review | follow_up). Values: call, email, visit, review, follow_up.
assigned_to_idstringnoFilter by assignee (UUID).
person_idstringnoFilter by customer (UUID).
charge_idstringnoFilter by charge (UUID).
includestringnoRelations to include, comma-separated (person, assigned_to, charge).

Headers

NameTypeRequiredDescription
X-Workspace-IdstringnoWorkspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE.

Responses

HTTPDescription
200Paginated task list.
404Resource not found or outside your organization.
413Request body larger than 2 MB.

tasks create​

Create task

kobana dunning tasks create [OPTIONS]

POST /v1/tasks

Creates a task, optionally linked to a customer, a charge and an assignee (all within the organization). Supports Idempotency-Key.

Headers

NameTypeRequiredDescription
X-Workspace-IdstringnoWorkspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE.

Request body

NameTypeRequiredDescription
titlestringyesTask title.
task_typestringyesType (call | email | visit | review | follow_up). Values: call, email, visit, review, follow_up.
person_idstring (uuid)noCustomer linked to the task.
charge_idstring (uuid)noCharge linked to the task.
assigned_to_idstring (uuid)noUser assigned to the task.
descriptionstringnoDetailed description.
prioritystringnoInitial priority (low | medium | high | urgent; default medium). Values: low, medium, high, urgent.
statusstringnoInitial status (default pending). Values: pending, in_progress, completed, cancelled.
due_atstring (date-time)noTask due date (ISO 8601).
external_idstringnoIdentifier in YOUR system (integration key).
custom_dataobjectnoAPI-consumer custom metadata. Limits: 64 KB serialized and 16 nesting levels.
custom_metadataobjectnoUser metadata (free-form JSON object, read-write). See custom_data for the legacy field on core resources.
tagsarray<string>noFree-form tags.

More fields and nested objects: kobana schema dunning.tasks.create.

Responses

HTTPDescription
201Task created (includes customer, assignee and charge summaries).
400Invalid request (validation error).
404Resource not found or outside your organization.
413Request body larger than 2 MB.

tasks bulk-assign​

Bulk-assign tasks

kobana dunning tasks bulk-assign [OPTIONS]

POST /v1/tasks/bulk-assign

Assigns (or clears, with assignedToId: null) the assignee of up to 100 tasks. The target user must belong to the organization. A cancelled task is returned in failed with invalid_status. A partial result is not an error.

Headers

NameTypeRequiredDescription
X-Workspace-IdstringnoWorkspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE.

Request body

NameTypeRequiredDescription
idsarray<string (uuid)>yesTarget record IDs (1 to 100 per call). Duplicates are ignored.
assigned_to_idstring (uuid)yesAssignee user ID, or null to clear the assignment.

More fields and nested objects: kobana schema dunning.tasks.bulk-assign.

Responses

HTTPDescription
200Per-item result of the bulk assignment.
400Invalid request (validation error).
404Resource not found or outside your organization.
413Request body larger than 2 MB.

tasks bulk-complete​

Bulk-complete tasks

kobana dunning tasks bulk-complete [OPTIONS]

POST /v1/tasks/bulk-complete

Completes up to 100 tasks in one call. An already completed task is returned in failed with already_completed; a cancelled one, with invalid_status. A partial result is not an error.

Headers

NameTypeRequiredDescription
X-Workspace-IdstringnoWorkspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE.

Request body

NameTypeRequiredDescription
idsarray<string (uuid)>yesTarget record IDs (1 to 100 per call). Duplicates are ignored.

More fields and nested objects: kobana schema dunning.tasks.bulk-complete.

Responses

HTTPDescription
200Per-item result of the bulk completion.
400Invalid request (validation error).
404Resource not found or outside your organization.
413Request body larger than 2 MB.

tasks get​

Get task

kobana dunning tasks get [ID] [OPTIONS]

GET /v1/tasks/{id}

Returns a task by ID, with customer, assignee and charge summaries.

Path arguments: id

Headers

NameTypeRequiredDescription
X-Workspace-IdstringnoWorkspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE.

Responses

HTTPDescription
200Task found.
404Resource not found or outside your organization.
413Request body larger than 2 MB.

tasks update​

Update task

kobana dunning tasks update [ID] [OPTIONS]

PUT /v1/tasks/{id}

Updates a task’s data (partial).

Path arguments: id

Headers

NameTypeRequiredDescription
X-Workspace-IdstringnoWorkspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE.

Request body

NameTypeRequiredDescription
person_idstring (uuid)noCustomer linked to the task.
charge_idstring (uuid)noCharge linked to the task.
assigned_to_idstring (uuid)noUser assigned to the task.
titlestringnoTask title.
descriptionstringnoDetailed description.
task_typestringnoType (call | email | visit | review | follow_up). Values: call, email, visit, review, follow_up.
prioritystringnoPriority (low | medium | high | urgent). Values: low, medium, high, urgent.
statusstringnoNew status; completed auto-fills completed_at. Values: pending, in_progress, completed, cancelled.
due_atstring (date-time)noTask due date (ISO 8601).
external_idstringnoIdentifier in YOUR system (integration key).
custom_dataobjectnoAPI-consumer custom metadata. Limits: 64 KB serialized and 16 nesting levels.
custom_data_modestringnoHow custom_data is applied on update: replace (default) overwrites the whole object; merge deep-merges the payload over the stored value — nested objects merge, scalars/arrays/null overwrite the key. Values: replace, merge.
custom_metadataobjectnoUser metadata (free-form JSON object, read-write). See custom_data for the legacy field on core resources.
custom_metadata_modestringnoHow the custom_metadata sent is reconciled with the stored value: replace (default) replaces the whole object; merge deep-merges — nested objects merge, scalars and arrays replace the key, and a key sent as null is stored as null (not removed). Update only. Values: replace, merge.
tagsarray<string>noFree-form tags.

More fields and nested objects: kobana schema dunning.tasks.update.

Responses

HTTPDescription
200Task updated.
400Invalid request (validation error).
404Resource not found or outside your organization.
413Request body larger than 2 MB.

tasks complete​

Complete task

kobana dunning tasks complete [ID] [OPTIONS]

POST /v1/tasks/{id}/complete

Marks the task as completed and fills completed_at. Returns 409 if the task is already completed or cancelled.

Path arguments: id

Headers

NameTypeRequiredDescription
X-Workspace-IdstringnoWorkspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE.

Responses

HTTPDescription
200Task completed.
404Resource not found or outside your organization.
409Conflict with the current resource state (or reused idempotency key).
413Request body larger than 2 MB.