Adjustment Presets version v1.0
https://github.com/folio-org/mod-invoice-storage
Adjustment Presets
CRUD APIs used to manage Adjustment Presets for mod-invoice.
/invoice-storage/adjustment-presets
Collection of adjustment-preset items.
Get a list of adjustment presets
Add a new adjustment preset
get /invoice-storage/adjustment-presets
Get a list of adjustment presets
Query Parameters
- query: (string)
A query expressed as a CQL string (see dev.folio.org/reference/glossary#cql) using valid searchable fields. The first example below shows the general form of a full CQL query, but those fields might not be relevant in this context.
CQL query
Example:
(username=="ab*" or personal.firstName=="ab*" or personal.lastName=="ab*") and active=="true" sortby personal.lastName personal.firstName barcode description==preset1
- totalRecords: (string - default: auto - pattern: exact|estimated|none|auto)
How to calculate the totalRecords property. "exact" for the correct number, "estimated" for an estimation, "auto" to automatically select "exact" or "estimated", "none" for suppressing the totalRecords property. For details see https://github.com/folio-org/raml-module-builder#estimated-totalrecords
Example:
none
- offset: (integer - default: 0 - minimum: 0 - maximum: 2147483647)
Skip over a number of elements by specifying an offset value for the query
Example:
0
- limit: (integer - default: 10 - minimum: 0 - maximum: 2147483647)
Limit the number of elements returned in the response
Example:
10
HTTP status code 200
Returns a list of adjustment-preset items
Body
Media type: application/json
Type: json
Content:
{
"$schema": "http://json-schema.org/draft-04/schema#",
"description": "A collection of adjustment presets",
"type": "object",
"properties": {
"adjustmentPresets": {
"description": "An array of adjustment preset records",
"id": "adjustmentPresets",
"type": "array",
"items": {
"type": "object",
"$schema": "http://json-schema.org/draft-04/schema#",
"description": "Adjustment Preset",
"properties": {
"id": {
"description": "UUID of this adjustment preset",
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
},
"description": {
"description": "Displayed in invoice line as a name for the input",
"type": "string"
},
"exportToAccounting": {
"description": "Whether or not to show this adjustment in batchedVoucherLines",
"type": "boolean",
"default": false
},
"prorate": {
"description": "Displayed in invoice line per adjustment in toggled on in settings",
"type": "string",
"enum": [
"By line",
"By amount",
"By quantity",
"Not prorated"
],
"default": "Not prorated"
},
"relationToTotal": {
"description": "Relationship of this adjustment to the total;In addition to: added to subtotal;Included in: reported as subtotal portion;Separate from:calculated from subtotal",
"type": "string",
"enum": [
"In addition to",
"Included in",
"Separate from"
],
"default": "In addition to"
},
"type": {
"description": "Adjustment type",
"type": "string",
"enum": [
"Percentage",
"Amount"
]
},
"alwaysShow": {
"description": "Flag to toggle to always show this adjustment preset",
"type": "boolean",
"default": false
},
"defaultAmount": {
"description": "Default adjustment value",
"type": "number"
},
"metadata": {
"type": "object",
"readonly": true,
"$schema": "http://json-schema.org/draft-04/schema#",
"id": "metadata.schema",
"title": "Metadata Schema",
"description": "Metadata about creation and changes to records, provided by the server (client should not provide)",
"properties": {
"createdDate": {
"description": "Date and time when the record was created",
"type": "string",
"format": "date-time"
},
"createdByUserId": {
"description": "ID of the user who created the record (when available)",
"type": "string",
"pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
},
"createdByUsername": {
"description": "Username of the user who created the record (when available)",
"type": "string"
},
"updatedDate": {
"description": "Date and time when the record was last updated",
"type": "string",
"format": "date-time"
},
"updatedByUserId": {
"description": "ID of the user who last updated the record (when available)",
"type": "string",
"pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
},
"updatedByUsername": {
"description": "Username of the user who last updated the record (when available)",
"type": "string"
}
},
"additionalProperties": false,
"required": [
"createdDate"
]
},
"_version": {
"type": "integer",
"description": "Record version for optimistic locking"
}
},
"additionalProperties": false,
"required": [
"description",
"exportToAccounting",
"prorate",
"relationToTotal",
"type",
"alwaysShow"
]
}
},
"totalRecords": {
"description": "Total number of records in the array",
"type": "integer"
}
},
"required": [
"adjustmentPresets",
"totalRecords"
]
}
Example:
{
"adjustmentPresets": [
{
"id": "9d07cef9-9c9a-48f9-ac33-6cff4f23b160",
"description": "Service Fee",
"exportToAccounting": false,
"prorate": "By line",
"relationToTotal": "In addition to",
"type": "Amount",
"alwaysShow": true,
"defaultAmount": 10,
"metadata": {
"createdDate": "2025-10-31T09:21:44.386+0000",
"createdByUserId": "12408630-bce2-5a82-b577-9be500e9b324",
"updatedDate": "2025-10-31T09:21:44.386+0000",
"updatedByUserId": "12408630-bce2-5a82-b577-9be500e9b324"
},
"_version": 1
}
],
"totalRecords": 1
}
HTTP status code 400
Bad request, e.g. malformed request body or query parameter. Details of the error (e.g. name of the parameter or line/character number with malformed data) provided in the response.
Body
Media type: text/plain
Type: any
Example:
unable to list adjustment-presets -- malformed parameter 'query', syntax error at column 6
HTTP status code 401
Not authorized to perform requested action
Body
Media type: text/plain
Type: any
Example:
unable to list adjustment-presets -- unauthorized
HTTP status code 500
Internal server error, e.g. due to misconfiguration
Body
Media type: text/plain
Type: any
Example:
internal server error, contact administrator
post /invoice-storage/adjustment-presets
Add a new adjustment preset
Body
Media type: application/json
Type: json
Content:
{
"$schema": "http://json-schema.org/draft-04/schema#",
"description": "Adjustment Preset",
"type": "object",
"properties": {
"id": {
"description": "UUID of this adjustment preset",
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
},
"description": {
"description": "Displayed in invoice line as a name for the input",
"type": "string"
},
"exportToAccounting": {
"description": "Whether or not to show this adjustment in batchedVoucherLines",
"type": "boolean",
"default": false
},
"prorate": {
"description": "Displayed in invoice line per adjustment in toggled on in settings",
"type": "string",
"enum": [
"By line",
"By amount",
"By quantity",
"Not prorated"
],
"default": "Not prorated"
},
"relationToTotal": {
"description": "Relationship of this adjustment to the total;In addition to: added to subtotal;Included in: reported as subtotal portion;Separate from:calculated from subtotal",
"type": "string",
"enum": [
"In addition to",
"Included in",
"Separate from"
],
"default": "In addition to"
},
"type": {
"description": "Adjustment type",
"type": "string",
"enum": [
"Percentage",
"Amount"
]
},
"alwaysShow": {
"description": "Flag to toggle to always show this adjustment preset",
"type": "boolean",
"default": false
},
"defaultAmount": {
"description": "Default adjustment value",
"type": "number"
},
"metadata": {
"type": "object",
"readonly": true,
"$schema": "http://json-schema.org/draft-04/schema#",
"id": "metadata.schema",
"title": "Metadata Schema",
"description": "Metadata about creation and changes to records, provided by the server (client should not provide)",
"properties": {
"createdDate": {
"description": "Date and time when the record was created",
"type": "string",
"format": "date-time"
},
"createdByUserId": {
"description": "ID of the user who created the record (when available)",
"type": "string",
"pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
},
"createdByUsername": {
"description": "Username of the user who created the record (when available)",
"type": "string"
},
"updatedDate": {
"description": "Date and time when the record was last updated",
"type": "string",
"format": "date-time"
},
"updatedByUserId": {
"description": "ID of the user who last updated the record (when available)",
"type": "string",
"pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
},
"updatedByUsername": {
"description": "Username of the user who last updated the record (when available)",
"type": "string"
}
},
"additionalProperties": false,
"required": [
"createdDate"
]
},
"_version": {
"type": "integer",
"description": "Record version for optimistic locking"
}
},
"additionalProperties": false,
"required": [
"description",
"exportToAccounting",
"prorate",
"relationToTotal",
"type",
"alwaysShow"
]
}
Example:
{
"id": "9d07cef9-9c9a-48f9-ac33-6cff4f23b160",
"description": "Service Fee",
"exportToAccounting": false,
"prorate": "By line",
"relationToTotal": "In addition to",
"type": "Amount",
"alwaysShow": true,
"defaultAmount": 10,
"metadata": {
"createdDate": "2025-10-31T09:21:44.386+0000",
"createdByUserId": "12408630-bce2-5a82-b577-9be500e9b324",
"updatedDate": "2025-10-31T09:21:44.386+0000",
"updatedByUserId": "12408630-bce2-5a82-b577-9be500e9b324"
},
"_version": 1
}
HTTP status code 201
Adjustment Preset added
Headers
- Location: required(string)
URI to the created adjustment-preset item
Body
Media type: application/json
Type: any
Example:
{
"id": "9d07cef9-9c9a-48f9-ac33-6cff4f23b160",
"description": "Service Fee",
"exportToAccounting": false,
"prorate": "By line",
"relationToTotal": "In addition to",
"type": "Amount",
"alwaysShow": true,
"defaultAmount": 10,
"metadata": {
"createdDate": "2025-10-31T09:21:44.386+0000",
"createdByUserId": "12408630-bce2-5a82-b577-9be500e9b324",
"updatedDate": "2025-10-31T09:21:44.386+0000",
"updatedByUserId": "12408630-bce2-5a82-b577-9be500e9b324"
},
"_version": 1
}
HTTP status code 400
Bad Request
Body
Media type: application/json
Type: json
Content:
{
"$schema": "http://json-schema.org/draft-04/schema#",
"id": "error.schema",
"description": "An error",
"type": "object",
"properties": {
"message": {
"type": "string",
"description": "Error message text"
},
"type": {
"type": "string",
"description": "Error message type"
},
"code": {
"type": "string",
"description": "Error message code"
},
"parameters": {
"description": "Error message parameters",
"$schema": "http://json-schema.org/draft-04/schema#",
"id": "parameters.schema",
"type": "array",
"items": {
"type": "object",
"properties": {
"key": {
"type": "string"
},
"value": {
"type": "string"
}
}
}
}
},
"required": [
"message"
]
}
Media type: text/plain
Type: any
Example:
"unable to add adjustment-preset -- malformed JSON at 13:3"
HTTP status code 401
Not found
Body
Media type: application/json
Type: json
Content:
{
"$schema": "http://json-schema.org/draft-04/schema#",
"id": "error.schema",
"description": "An error",
"type": "object",
"properties": {
"message": {
"type": "string",
"description": "Error message text"
},
"type": {
"type": "string",
"description": "Error message type"
},
"code": {
"type": "string",
"description": "Error message code"
},
"parameters": {
"description": "Error message parameters",
"$schema": "http://json-schema.org/draft-04/schema#",
"id": "parameters.schema",
"type": "array",
"items": {
"type": "object",
"properties": {
"key": {
"type": "string"
},
"value": {
"type": "string"
}
}
}
}
},
"required": [
"message"
]
}
Media type: text/plain
Type: any
Example:
unable to create adjustment-presets -- unauthorized
HTTP status code 500
Internal error
Body
Media type: application/json
Type: json
Content:
{
"$schema": "http://json-schema.org/draft-04/schema#",
"id": "error.schema",
"description": "An error",
"type": "object",
"properties": {
"message": {
"type": "string",
"description": "Error message text"
},
"type": {
"type": "string",
"description": "Error message type"
},
"code": {
"type": "string",
"description": "Error message code"
},
"parameters": {
"description": "Error message parameters",
"$schema": "http://json-schema.org/draft-04/schema#",
"id": "parameters.schema",
"type": "array",
"items": {
"type": "object",
"properties": {
"key": {
"type": "string"
},
"value": {
"type": "string"
}
}
}
}
},
"required": [
"message"
]
}
Media type: text/plain
Type: any
Example:
Internal server error, contact administrator
Get, Delete or Update a specific adjustment preset
Retrieve adjustment-preset item with given {adjustment-presetId}
Delete adjustment-preset item with given {adjustment-presetId}
Update adjustment-preset item with given {adjustment-presetId}
get /invoice-storage/adjustment-presets/{id}
Retrieve adjustment-preset item with given {adjustment-presetId}
URI Parameters
- id: required(string - pattern: ^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$)
The UUID of the adjustment preset
HTTP status code 200
Returns item with a given ID
Body
Media type: application/json
Type: json
Content:
{
"$schema": "http://json-schema.org/draft-04/schema#",
"description": "Adjustment Preset",
"type": "object",
"properties": {
"id": {
"description": "UUID of this adjustment preset",
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
},
"description": {
"description": "Displayed in invoice line as a name for the input",
"type": "string"
},
"exportToAccounting": {
"description": "Whether or not to show this adjustment in batchedVoucherLines",
"type": "boolean",
"default": false
},
"prorate": {
"description": "Displayed in invoice line per adjustment in toggled on in settings",
"type": "string",
"enum": [
"By line",
"By amount",
"By quantity",
"Not prorated"
],
"default": "Not prorated"
},
"relationToTotal": {
"description": "Relationship of this adjustment to the total;In addition to: added to subtotal;Included in: reported as subtotal portion;Separate from:calculated from subtotal",
"type": "string",
"enum": [
"In addition to",
"Included in",
"Separate from"
],
"default": "In addition to"
},
"type": {
"description": "Adjustment type",
"type": "string",
"enum": [
"Percentage",
"Amount"
]
},
"alwaysShow": {
"description": "Flag to toggle to always show this adjustment preset",
"type": "boolean",
"default": false
},
"defaultAmount": {
"description": "Default adjustment value",
"type": "number"
},
"metadata": {
"type": "object",
"readonly": true,
"$schema": "http://json-schema.org/draft-04/schema#",
"id": "metadata.schema",
"title": "Metadata Schema",
"description": "Metadata about creation and changes to records, provided by the server (client should not provide)",
"properties": {
"createdDate": {
"description": "Date and time when the record was created",
"type": "string",
"format": "date-time"
},
"createdByUserId": {
"description": "ID of the user who created the record (when available)",
"type": "string",
"pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
},
"createdByUsername": {
"description": "Username of the user who created the record (when available)",
"type": "string"
},
"updatedDate": {
"description": "Date and time when the record was last updated",
"type": "string",
"format": "date-time"
},
"updatedByUserId": {
"description": "ID of the user who last updated the record (when available)",
"type": "string",
"pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
},
"updatedByUsername": {
"description": "Username of the user who last updated the record (when available)",
"type": "string"
}
},
"additionalProperties": false,
"required": [
"createdDate"
]
},
"_version": {
"type": "integer",
"description": "Record version for optimistic locking"
}
},
"additionalProperties": false,
"required": [
"description",
"exportToAccounting",
"prorate",
"relationToTotal",
"type",
"alwaysShow"
]
}
Example:
{
"id": "9d07cef9-9c9a-48f9-ac33-6cff4f23b160",
"description": "Service Fee",
"exportToAccounting": false,
"prorate": "By line",
"relationToTotal": "In addition to",
"type": "Amount",
"alwaysShow": true,
"defaultAmount": 10,
"metadata": {
"createdDate": "2025-10-31T09:21:44.386+0000",
"createdByUserId": "12408630-bce2-5a82-b577-9be500e9b324",
"updatedDate": "2025-10-31T09:21:44.386+0000",
"updatedByUserId": "12408630-bce2-5a82-b577-9be500e9b324"
},
"_version": 1
}
HTTP status code 404
Item with a given ID not found
Body
Media type: text/plain
Type: any
Example:
"adjustment-preset not found"
HTTP status code 500
Internal server error, e.g. due to misconfiguration
Body
Media type: text/plain
Type: any
Example:
internal server error, contact administrator
delete /invoice-storage/adjustment-presets/{id}
Delete adjustment-preset item with given {adjustment-presetId}
URI Parameters
- id: required(string - pattern: ^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$)
The UUID of the adjustment preset
HTTP status code 204
Item deleted successfully
HTTP status code 400
Bad request, e.g. malformed request body or query parameter. Details of the error (e.g. name of the parameter or line/character number with malformed data) provided in the response.
Body
Media type: text/plain
Type: any
Example:
"unable to delete adjustment-preset -- constraint violation"
HTTP status code 404
Item with a given ID not found
Body
Media type: text/plain
Type: any
Example:
"adjustment-preset not found"
HTTP status code 500
Internal server error, e.g. due to misconfiguration
Body
Media type: text/plain
Type: any
Example:
Internal server error, contact administrator
put /invoice-storage/adjustment-presets/{id}
Update adjustment-preset item with given {adjustment-presetId}
URI Parameters
- id: required(string - pattern: ^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$)
The UUID of the adjustment preset
Body
Media type: application/json
Type: json
Content:
{
"$schema": "http://json-schema.org/draft-04/schema#",
"description": "Adjustment Preset",
"type": "object",
"properties": {
"id": {
"description": "UUID of this adjustment preset",
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
},
"description": {
"description": "Displayed in invoice line as a name for the input",
"type": "string"
},
"exportToAccounting": {
"description": "Whether or not to show this adjustment in batchedVoucherLines",
"type": "boolean",
"default": false
},
"prorate": {
"description": "Displayed in invoice line per adjustment in toggled on in settings",
"type": "string",
"enum": [
"By line",
"By amount",
"By quantity",
"Not prorated"
],
"default": "Not prorated"
},
"relationToTotal": {
"description": "Relationship of this adjustment to the total;In addition to: added to subtotal;Included in: reported as subtotal portion;Separate from:calculated from subtotal",
"type": "string",
"enum": [
"In addition to",
"Included in",
"Separate from"
],
"default": "In addition to"
},
"type": {
"description": "Adjustment type",
"type": "string",
"enum": [
"Percentage",
"Amount"
]
},
"alwaysShow": {
"description": "Flag to toggle to always show this adjustment preset",
"type": "boolean",
"default": false
},
"defaultAmount": {
"description": "Default adjustment value",
"type": "number"
},
"metadata": {
"type": "object",
"readonly": true,
"$schema": "http://json-schema.org/draft-04/schema#",
"id": "metadata.schema",
"title": "Metadata Schema",
"description": "Metadata about creation and changes to records, provided by the server (client should not provide)",
"properties": {
"createdDate": {
"description": "Date and time when the record was created",
"type": "string",
"format": "date-time"
},
"createdByUserId": {
"description": "ID of the user who created the record (when available)",
"type": "string",
"pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
},
"createdByUsername": {
"description": "Username of the user who created the record (when available)",
"type": "string"
},
"updatedDate": {
"description": "Date and time when the record was last updated",
"type": "string",
"format": "date-time"
},
"updatedByUserId": {
"description": "ID of the user who last updated the record (when available)",
"type": "string",
"pattern": "^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$"
},
"updatedByUsername": {
"description": "Username of the user who last updated the record (when available)",
"type": "string"
}
},
"additionalProperties": false,
"required": [
"createdDate"
]
},
"_version": {
"type": "integer",
"description": "Record version for optimistic locking"
}
},
"additionalProperties": false,
"required": [
"description",
"exportToAccounting",
"prorate",
"relationToTotal",
"type",
"alwaysShow"
]
}
Example:
{
"id": "9d07cef9-9c9a-48f9-ac33-6cff4f23b160",
"description": "Service Fee",
"exportToAccounting": false,
"prorate": "By line",
"relationToTotal": "In addition to",
"type": "Amount",
"alwaysShow": true,
"defaultAmount": 10,
"metadata": {
"createdDate": "2025-10-31T09:21:44.386+0000",
"createdByUserId": "12408630-bce2-5a82-b577-9be500e9b324",
"updatedDate": "2025-10-31T09:21:44.386+0000",
"updatedByUserId": "12408630-bce2-5a82-b577-9be500e9b324"
},
"_version": 1
}
HTTP status code 204
Item successfully updated
HTTP status code 400
Bad request, e.g. malformed request body or query parameter. Details of the error (e.g. name of the parameter or line/character number with malformed data) provided in the response.
Body
Media type: text/plain
Type: any
Example:
"unable to update adjustment-preset -- malformed JSON at 13:4"
HTTP status code 404
Item with a given ID not found
Body
Media type: text/plain
Type: any
Example:
"adjustment-preset not found"
HTTP status code 409
Optimistic locking version conflict
Body
Media type: text/plain
Type: any
Example:
version conflict
HTTP status code 500
Internal server error, e.g. due to misconfiguration
Body
Media type: text/plain
Type: any
Example:
internal server error, contact administrator