{"schemaVersion":"1.0","sourceCommit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca","sourceVisibility":"private","article":{"id":"api-mansoq-core-accountviewset-8d87bd9b","title":"Account API reference · mansoq-core","summary":"Static source contract for Account: 9 declared or inherited operation mappings, schema/field evidence and authorization/refusal references. Deployment and behavioral review remain explicit.","module":"IT & integrations","roles":["IT administrator","Developer","Integration engineer"],"facilities":["All configured facility types"],"kind":"reference","minutes":13,"prerequisites":["Use the API contract from the installed deployment and an authorized synthetic test environment.","Confirm facility/organization scope, action permissions and optional app enablement.","This reference is static source evidence; complete payload, authorization, failure and end-to-end review remains recorded as pending."],"steps":[],"sections":[{"title":"Declared route and availability","body":"This resource is declared in **mansoq-core** at `/api/v1/facility/{facility_external_id}/account/`. verified core mount in config/urls.py A registered path and an indexed handler do not prove deployment availability, user permission or production readiness."},{"title":"Operation map","body":"| Method | Path | Action | Evidence |\n| --- | --- | --- | --- |\n| GET | `/api/v1/facility/{facility_external_id}/account/` | list | declared/inherited method |\n| POST | `/api/v1/facility/{facility_external_id}/account/` | create | declared/inherited method |\n| GET | `/api/v1/facility/{facility_external_id}/account/{external_id}/` | retrieve | declared/inherited method |\n| PUT | `/api/v1/facility/{facility_external_id}/account/{external_id}/` | update | declared/inherited method |\n| PATCH | `/api/v1/facility/{facility_external_id}/account/{external_id}/` | partial_update | declared/inherited method |\n| POST | `/api/v1/facility/{facility_external_id}/account/{external_id}/set_tags/` | set_tags | @action declaration |\n| POST | `/api/v1/facility/{facility_external_id}/account/{external_id}/remove_tags/` | remove_tags | @action declaration |\n| POST | `/api/v1/facility/{facility_external_id}/account/default_account/` | default_account | @action declaration |\n| POST | `/api/v1/facility/{facility_external_id}/account/{external_id}/rebalance/` | rebalance | @action declaration |"},{"title":"list · GET","body":"**GET /api/v1/facility/{facility_external_id}/account/** — action `list`. static contract extracted; runtime/permission/payload behavior review pending.\n\nPath and deployment-context parameters:\n\n| Location | Parameter | Type | Required |\n| --- | --- | --- | --- |\n| path | facility_external_id | router lookup string; semantic ID validation requires handler/schema review | true |\n\n**response: AccountReadSpec**. Declared fields below; inherited fields are retained in the schema inventory.\n\n| Field | Type | Required | Constraints |\n| --- | --- | --- | --- |\n| meta | dict | false | No extra constraint extracted |\n| id | UUID4 \\| None | false | No extra constraint extracted |\n| status | AccountStatusOptions | true | No extra constraint extracted |\n| billing_status | AccountBillingStatusOptions | true | No extra constraint extracted |\n| name | str | true | No extra constraint extracted |\n| service_period | PeriodSpec | true | No extra constraint extracted |\n| description | str \\| None | false | No extra constraint extracted |\n| total_gross | Decimal | true | No extra constraint extracted |\n| total_paid | Decimal | true | No extra constraint extracted |\n| total_balance | Decimal | true | No extra constraint extracted |\n| total_billable_charge_items | Decimal | true | No extra constraint extracted |\n| calculated_at | datetime.datetime | true | No extra constraint extracted |\n| created_date | datetime.datetime | true | No extra constraint extracted |\n| modified_date | datetime.datetime | true | No extra constraint extracted |\n| patient | dict | true | No extra constraint extracted |\n| tags | list[dict] | false | No extra constraint extracted |\n\n**Observed authorization checks:** `can_read_account_in_facility`. Helper/queryset evidence is included; this is not proof of complete security review.\n\n**Declared refusal/error evidence:** PermissionDenied: You are not authorized to read accounts."},{"title":"create · POST","body":"**POST /api/v1/facility/{facility_external_id}/account/** — action `create`. static contract extracted; runtime/permission/payload behavior review pending.\n\nPath and deployment-context parameters:\n\n| Location | Parameter | Type | Required |\n| --- | --- | --- | --- |\n| path | facility_external_id | router lookup string; semantic ID validation requires handler/schema review | true |\n\n**request: AccountCreateSpec**. Declared fields below; inherited fields are retained in the schema inventory.\n\n| Field | Type | Required | Constraints |\n| --- | --- | --- | --- |\n| meta | dict | false | No extra constraint extracted |\n| id | UUID4 \\| None | false | No extra constraint extracted |\n| status | AccountStatusOptions | true | No extra constraint extracted |\n| billing_status | AccountBillingStatusOptions | true | No extra constraint extracted |\n| name | str | true | No extra constraint extracted |\n| service_period | PeriodSpec | true | No extra constraint extracted |\n| description | str \\| None | false | No extra constraint extracted |\n| extensions | dict | false | No extra constraint extracted |\n| patient | UUID4 | true | No extra constraint extracted |\n\n**response: AccountRetrieveSpec**. Declared fields below; inherited fields are retained in the schema inventory.\n\n| Field | Type | Required | Constraints |\n| --- | --- | --- | --- |\n| meta | dict | false | No extra constraint extracted |\n| id | UUID4 \\| None | false | No extra constraint extracted |\n| status | AccountStatusOptions | true | No extra constraint extracted |\n| billing_status | AccountBillingStatusOptions | true | No extra constraint extracted |\n| name | str | true | No extra constraint extracted |\n| service_period | PeriodSpec | true | No extra constraint extracted |\n| description | str \\| None | false | No extra constraint extracted |\n| total_gross | Decimal | true | No extra constraint extracted |\n| total_paid | Decimal | true | No extra constraint extracted |\n| total_balance | Decimal | true | No extra constraint extracted |\n| total_billable_charge_items | Decimal | true | No extra constraint extracted |\n| calculated_at | datetime.datetime | true | No extra constraint extracted |\n| created_date | datetime.datetime | true | No extra constraint extracted |\n| modified_date | datetime.datetime | true | No extra constraint extracted |\n| patient | dict | true | No extra constraint extracted |\n| tags | list[dict] | false | No extra constraint extracted |\n| primary_encounter | dict | true | No extra constraint extracted |\n| cached_items | list | false | No extra constraint extracted |\n| total_price_components | dict | true | No extra constraint extracted |\n| extensions | dict | true | No extra constraint extracted |\n\n**Observed authorization checks:** `can_create_account_in_facility`, `can_read_account_in_facility`. Helper/queryset evidence is included; this is not proof of complete security review.\n\n**Declared refusal/error evidence:** PermissionDenied: You are not authorized to create accounts; PermissionDenied: You are not authorized to read accounts; ValidationError (dynamic detail; inspect source)."},{"title":"retrieve · GET","body":"**GET /api/v1/facility/{facility_external_id}/account/{external_id}/** — action `retrieve`. static contract extracted; runtime/permission/payload behavior review pending.\n\nPath and deployment-context parameters:\n\n| Location | Parameter | Type | Required |\n| --- | --- | --- | --- |\n| path | facility_external_id | router lookup string; semantic ID validation requires handler/schema review | true |\n| path | external_id | router lookup string; semantic ID validation requires handler/schema review | true |\n\n**response: AccountRetrieveSpec**. Declared fields below; inherited fields are retained in the schema inventory.\n\nThe declared field table is shown at its first occurrence in this reference; this operation links the same schema.\n\n**Observed authorization checks:** `can_read_account_in_facility`. Helper/queryset evidence is included; this is not proof of complete security review.\n\n**Declared refusal/error evidence:** PermissionDenied: You are not authorized to read accounts."},{"title":"update · PUT","body":"**PUT /api/v1/facility/{facility_external_id}/account/{external_id}/** — action `update`. static contract extracted; runtime/permission/payload behavior review pending.\n\nPath and deployment-context parameters:\n\n| Location | Parameter | Type | Required |\n| --- | --- | --- | --- |\n| path | facility_external_id | router lookup string; semantic ID validation requires handler/schema review | true |\n| path | external_id | router lookup string; semantic ID validation requires handler/schema review | true |\n\n**request: AccountUpdateSpec**. Declared fields below; inherited fields are retained in the schema inventory.\n\n| Field | Type | Required | Constraints |\n| --- | --- | --- | --- |\n| meta | dict | false | No extra constraint extracted |\n| id | UUID4 \\| None | false | No extra constraint extracted |\n| status | AccountStatusOptions | true | No extra constraint extracted |\n| billing_status | AccountBillingStatusOptions | true | No extra constraint extracted |\n| name | str | true | No extra constraint extracted |\n| service_period | PeriodSpec | true | No extra constraint extracted |\n| description | str \\| None | false | No extra constraint extracted |\n| extensions | dict | false | No extra constraint extracted |\n| primary_encounter | UUID4 \\| None | false | No extra constraint extracted |\n\n**response: AccountRetrieveSpec**. Declared fields below; inherited fields are retained in the schema inventory.\n\nThe declared field table is shown at its first occurrence in this reference; this operation links the same schema.\n\n**Observed authorization checks:** `can_update_account_in_facility`, `can_read_account_in_facility`. Helper/queryset evidence is included; this is not proof of complete security review.\n\n**Declared refusal/error evidence:** PermissionDenied: You are not authorized to update accounts; ValidationError: Primary encounter must belong to the same facility; ValidationError: Primary encounter must belong to the same patient; ValidationError: Encounter is already associated with an account; PermissionDenied: You are not authorized to read accounts; ValidationError (dynamic detail; inspect source)."},{"title":"partial_update · PATCH","body":"**PATCH /api/v1/facility/{facility_external_id}/account/{external_id}/** — action `partial_update`. static contract extracted; runtime/permission/payload behavior review pending.\n\nPath and deployment-context parameters:\n\n| Location | Parameter | Type | Required |\n| --- | --- | --- | --- |\n| path | facility_external_id | router lookup string; semantic ID validation requires handler/schema review | true |\n| path | external_id | router lookup string; semantic ID validation requires handler/schema review | true |\n\n**request: AccountUpdateSpec**. Declared fields below; inherited fields are retained in the schema inventory.\n\nThe declared field table is shown at its first occurrence in this reference; this operation links the same schema.\n\n**response: AccountRetrieveSpec**. Declared fields below; inherited fields are retained in the schema inventory.\n\nThe declared field table is shown at its first occurrence in this reference; this operation links the same schema.\n\n**Observed authorization checks:** `can_read_account_in_facility`, `can_update_account_in_facility`. Helper/queryset evidence is included; this is not proof of complete security review.\n\n**Declared refusal/error evidence:** PermissionDenied: You are not authorized to read accounts; ValidationError (dynamic detail; inspect source); PermissionDenied: You are not authorized to update accounts; ValidationError: Primary encounter must belong to the same facility; ValidationError: Primary encounter must belong to the same patient; ValidationError: Encounter is already associated with an account."},{"title":"set_tags · POST","body":"**POST /api/v1/facility/{facility_external_id}/account/{external_id}/set_tags/** — action `set_tags`. static contract extracted; runtime/permission/payload behavior review pending.\n\nPath and deployment-context parameters:\n\n| Location | Parameter | Type | Required |\n| --- | --- | --- | --- |\n| path | facility_external_id | router lookup string; semantic ID validation requires handler/schema review | true |\n| path | external_id | router lookup string; semantic ID validation requires handler/schema review | true |\n\n**decorator request: TagRequest**. Declared fields below; inherited fields are retained in the schema inventory.\n\n| Field | Type | Required | Constraints |\n| --- | --- | --- | --- |\n| tags | list[UUID4] | false | No extra constraint extracted |\n\n**Observed authorization checks:** `can_read_account_in_facility`, `can_update_account_in_facility`. Helper/queryset evidence is included; this is not proof of complete security review.\n\n**Declared refusal/error evidence:** RestFrameworkValidationError (dynamic detail; inspect source); PermissionDenied: You are not authorized to read accounts; PermissionDenied: You are not authorized to update accounts; ValidationError: Primary encounter must belong to the same facility; ValidationError: Primary encounter must belong to the same patient; ValidationError: Encounter is already associated with an account."},{"title":"remove_tags · POST","body":"**POST /api/v1/facility/{facility_external_id}/account/{external_id}/remove_tags/** — action `remove_tags`. static contract extracted; runtime/permission/payload behavior review pending.\n\nPath and deployment-context parameters:\n\n| Location | Parameter | Type | Required |\n| --- | --- | --- | --- |\n| path | facility_external_id | router lookup string; semantic ID validation requires handler/schema review | true |\n| path | external_id | router lookup string; semantic ID validation requires handler/schema review | true |\n\n**body validation: TagRequest**. Declared fields below; inherited fields are retained in the schema inventory.\n\nThe declared field table is shown at its first occurrence in this reference; this operation links the same schema.\n\n**decorator request: TagRequest**. Declared fields below; inherited fields are retained in the schema inventory.\n\nThe declared field table is shown at its first occurrence in this reference; this operation links the same schema.\n\n**Observed authorization checks:** `can_read_account_in_facility`, `can_update_account_in_facility`. Helper/queryset evidence is included; this is not proof of complete security review.\n\n**Declared refusal/error evidence:** PermissionDenied: You are not authorized to read accounts; PermissionDenied: You are not authorized to update accounts; ValidationError: Primary encounter must belong to the same facility; ValidationError: Primary encounter must belong to the same patient; ValidationError: Encounter is already associated with an account."},{"title":"default_account · POST","body":"**POST /api/v1/facility/{facility_external_id}/account/default_account/** — action `default_account`. static contract extracted; runtime/permission/payload behavior review pending.\n\nPath and deployment-context parameters:\n\n| Location | Parameter | Type | Required |\n| --- | --- | --- | --- |\n| path | facility_external_id | router lookup string; semantic ID validation requires handler/schema review | true |\n\n**Observed authorization checks:** `can_read_account_in_facility`. Helper/queryset evidence is included; this is not proof of complete security review.\n\n**Declared refusal/error evidence:** PermissionDenied: Encounter is not associated with the facility; PermissionDenied: Encounter is not associated with the patient; ValidationError: No account found; PermissionDenied: You are not authorized to read accounts."},{"title":"rebalance · POST","body":"**POST /api/v1/facility/{facility_external_id}/account/{external_id}/rebalance/** — action `rebalance`. static contract extracted; runtime/permission/payload behavior review pending.\n\nPath and deployment-context parameters:\n\n| Location | Parameter | Type | Required |\n| --- | --- | --- | --- |\n| path | facility_external_id | router lookup string; semantic ID validation requires handler/schema review | true |\n| path | external_id | router lookup string; semantic ID validation requires handler/schema review | true |\n\n**Observed authorization checks:** `can_update_account_in_facility`, `can_read_account_in_facility`. Helper/queryset evidence is included; this is not proof of complete security review.\n\n**Declared refusal/error evidence:** PermissionDenied: You are not authorized to update accounts; ValidationError: Primary encounter must belong to the same facility; ValidationError: Primary encounter must belong to the same patient; ValidationError: Encounter is already associated with an account; PermissionDenied: You are not authorized to read accounts."},{"title":"Integration review checklist","body":"Confirm the installed route and full schema; review authentication, organization/facility scoping, all accepted fields, value-state and date/time semantics, idempotency, pagination, response/exception branches and the allowed correction/reversal workflow. Test positive and negative cases with synthetic data. This source reference does not establish external certification or replace an illustrated user procedure."}],"troubleshooting":[{"problem":"A declared route is unavailable or a request is rejected","solution":"Compare the installed revision, actual API schema, optional plugin mount, HTTP-method restrictions and recorded validation/permission evidence. Do not bypass a refusal or send a production transaction to test documentation."}],"sources":[{"path":"repositories/platform/mansoq-core/config/api_router.py","line":405,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/account.py","line":50,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":168,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/account.py","line":188,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":161,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/account.py","line":74,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/account.py","line":180,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":330,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":158,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/resources/account/spec.py","line":86,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":136,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/account.py","line":105,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":142,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":130,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/account.py","line":80,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/account.py","line":100,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":139,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":325,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/resources/account/spec.py","line":51,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/resources/account/spec.py","line":99,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":83,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":80,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":77,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":214,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/account.py","line":113,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":228,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":201,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":335,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":180,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":222,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":352,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":349,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/resources/account/spec.py","line":60,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":218,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/base.py","line":394,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},{"path":"repositories/platform/mansoq-core/manso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API contract — behavior review pending","version":"f6e9f05f76d4","apiReferenceIds":["backend-resource-e2169ca08d87bd9b","backend-resource-e2169ca08d87bd9b:GET:list","backend-resource-e2169ca08d87bd9b:POST:create","backend-resource-e2169ca08d87bd9b:GET:retrieve","backend-resource-e2169ca08d87bd9b:PUT:update","backend-resource-e2169ca08d87bd9b:PATCH:partial_update","backend-resource-e2169ca08d87bd9b:POST:set_tags","backend-resource-e2169ca08d87bd9b:POST:remove_tags","backend-resource-e2169ca08d87bd9b:POST:default_account","backend-resource-e2169ca08d87bd9b:POST:rebalance"]},"backend":{"resources":[{"id":"backend-resource-e2169ca08d87bd9b","localPrefix":"account","viewset":"AccountViewSet","classId":"repositories/platform/mansoq-core:mansoq.emr.api.viewsets.account.AccountViewSet","basename":"account","source":{"path":"repositories/platform/mansoq-core/config/api_router.py","line":405,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},"conditions":[],"repository":"repositories/platform/mansoq-core","classSource":{"path":"repositories/platform/mansoq-core/mansoq/emr/api/viewsets/account.py","line":50,"commit":"f6e9f05f76d443b26ebd2369f67d3c3bd52257ca"},"description":"","path":"/api/v1/facility/{facility_external_id}/account/","mountStatus":"verified 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