Release v0.5.0

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