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v0.5.0 (Unreleased)

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

v0.4.1 (Released 2020-07-16)

IMPROVEMENTS

  • cmd/keygen: add script for generating high-quality gocloud.dev key URIs
  • docs: clarify TRANSIT_LOCAL_BASE64_KEY is used for temporary encryption

BUG FIXES

  • cmd/server: fix create customer query for mysql

v0.4.0 (Released 2020-07-09)

ADDITIONS

  • build: add OpenShift docker image
  • customers: validate state abbreviations
  • accounts: add endpoints (from PayGate) with encrypted account numbers
  • accounts: include endpoint for transit encryption of an account number
  • accounts: add endpoint for updating status
  • accounts: validate micro-deposits with paygate HTTP calls

IMPROVEMENTS

  • accounts: micro-deposits weren't found if there's no MicroDepositID
  • api: use shared models from other OpenAPI specifications
  • api,client: use short api summaries
  • cmd/server: upgrade Watchman to v0.14.0 (was called OFAC)
  • cmd/server: lookup individual and entiy SDNs from Watchman
  • cmd/server: add version handler to admin HTTP server
  • pkg/secrets: move to /pkg/ for external usage
  • secrets/mask: leave last 4 digits

BUG FIXES

  • pkg/secrets: read "base64key://" keys in local keeper

BUILD

  • build: upgrade github.com/moov-io/paygate to v0.8.0
  • build: switch to github Actions instead of TravisCI
  • build: update Copyright headers for 2020
  • build: run sonatype-nexus-community/nancy in CI
  • build: test docker-compose setup in CI
  • build: run infra Go lint script
  • build: run CI in Windows
  • chore(deps): update module aws/aws-sdk-go to v1.31.0
  • disclaimers: remove omitempty from text field on admin create body

v0.3.0 (Released 2019-11-12)

ADDITIONS

  • cmd/server: add routes to create and accept Disclaimers
  • cmd/server: add endpoint for manual OFAC refresh
  • cmd/server: add endpoint for getting the latest OFAC search result

IMPROVEMENTS

  • ofac: bump minimum threshold to 99% matches
  • cmd/server: allow email, phones, and addresses to be optional on a Customer

BUILD

  • build: download CI tools rather than install
  • build: upgrade openapi-generator to 4.2.0

v0.2.0 (Released 2019-08-20)

BREAKING CHANGE

In our OpenAPI we've renamed fields generated as Id to ID, which is more in-line with Go's style conventions.

ADDITIONS

  • cmd/server: bind HTTP server with TLS if HTTPS_* variables are defined

BUILD

  • docs: update docs.moov.io links after design refresh
  • build: push moov/customers:latest on 'make release-push'
  • build: upgrade openapi-generator to 4.1.0
  • cmd/server: upgrade github.com/moov-io/base to v0.10.0

v0.1.1 (Released 2019-06-19)

BUG FIXES

  • Only read VAULT_SERVER_TOKEN not VAULT_TOKEN.

v0.1.0 (Released 2019-06-19)

ADDITIONS

  • cmd/server: initial storage and HTTP routes for documents
  • cmd/server: initial retrieval and proxy of uploaded documents
  • cmd/server: support an arbitrary map[string]string on customers
  • cmd/server: whitelist only certain CustomerStatus transistions
  • cmd/server: ensure a Customer address is validated and Primary
  • cmd/server: add routes for adding and approving an Address, updating Customer status
  • cmd/server: search Customers in OFAC when they're created
  • cmd/server: lookup the latest OFAC search result for Customers on status transistion
  • cmd/server: add persistence for storing encrypted SSN's
  • cmd/server: save SSN when creating a Customer

BUG FIXES

  • cmd/server: include Customer metadata in getCustomer repository method

v0.0.0 (Released 2019-05-16)

  • Initial release