Agent Client Authorisation

This application serves as the backend for agent-invitations-frontend containing the logic for creating and updating invitations.

API docs

Refer to RAML documentation for further details on each API.

Supported Regimes / Services
Invitation Status
Agent APIs
Client APIs
Running the tests
Running the application locally

Supported Regimes / Services

This supports Agent and Client authorisation processes for the following regimes (aka services):

Regime	Service
Self Assessment	HMRC-MTD-IT
Income-Record-Viewer for Individuals	PERSONAL-INCOME-RECORD
Value-Added-Tax	HMRC-MTD-VAT
For Trust	HMRC-TRUST-ORG
Capital Gains Tax	HMRC-CGT-PD

Invitation Status

Invitations can have one of the following status:

Invitation Status	Description
Pending	Default status when an invitation has been created
PartialAuth	For ITSA only - allows agent to sign-up client to ITSA for a limited time
Accepted	Allows Agent to be authorised to act on behalf of a client
Rejected	Prevents Agent being authorised to act on a client's behalf
Expired	Client did not respond to the Agent's Invitation within 21 days
Cancelled	Agent cancels the invitation they sent out, preventing a client from responding

Note: Invitations with "Pending" or "PartialAuth" statuses are the only editable status.

Agent APIs

The following APIs require agent authentication.

Any unauthorised access could receive one of the following responses:

Response	Description
401	Unauthorised. Not logged In
403	The Agent is not subscribed to Agent Services.
403	The logged in user is not permitted to access invitations for the specified agency.

Create Invitation

Validates the service, clientIdentifier and type, then creates an invitation.

POST  /agencies/:arn/invitations/sent

Request:

http://localhost:9432/agent-client-authorisation/agencies/TARN0000001/invitations/sent

Example Body of ITSA:

{
  "service": "HMRC-MTD-IT",
  "clientType":"personal",
  "clientIdType": "ni",
  "clientId": "AB123456A"
}

Example Body of VAT:

{
  "service": "HMRC-MTD-VAT",
  "clientType":"personal / business",
  "clientIdType": "vrn",
  "clientId": "101747696"
}

Example Body of IRV:

{
  "service": "PERSONAL-INCOME-RECORD",
  "clientType":"personal",
  "clientIdType": "ni",
  "clientId": "AE123456C"
}

Example Body of Trust

{
  "service": "HMRC-TERS-ORG",
  "clientType":"business",
  "clientIdType": "utr",
  "clientId": "2134514321"
}

Example of CGT:

{
  "service": "HMRC-CGT-PD",
  "clientType":"personal / business",
  "clientIdType": "CGTPDRef",
  "clientId": "XMCGTP123456789"
}

Response	Description
201	Successfully created invitation. (In Headers) Location → "/agencies/:arn/invitations/sent/:invitationdId"
400	Received Valid Json but incorrect data
400	Received Invalid Json
403	Client Registration Not Found
501	Unsupported Service

Note: The link returned from a successful create invitation response is "GET a Specific Agent's Sent Invitation"

Create Multi-Invitation Link

Create a link to represent multi-invitation

POST  /agencies/:arn/multi-invitations/

Request:

http://localhost:9432/agent-client-authorisation/agenices/TARN0000001/multi-invitations/

Example Body:

{
  "clientType": "personal",
  "invitationIds": ["FOO123BAR"]
}

Response	Description
201	Successfully created invitation link. (In Headers) Location → "/invitations/:clientType/:uid/:normalisedAgencyName"
400	Received Valid Json but incorrect data
400	Received Invalid Json

GET a Specific Agent's Sent Invitation

Retrieves a specific invitation by its InvitationId

GET   /agencies/:arn/invitations/sent/:invitationId

Request:

http://localhost:9432/agent-client-authorisation/agenices/TARN0000001/invitations/sent/CS5AK7O8FPC43

Response	Description
200	Returns an invitation in json
403	The specified invitation is not accessible for this ARN.
404	The specified invitation was not found.

Example Response: 200 with Body:

{
   "arn" : "TARN0000001",
   "service" : "HMRC-MTD-VAT",
   "lastUpdated" : "2018-05-04T13:51:35.278Z",
   "created" : "2018-04-16T15:05:54.029Z",
   "clientIdType" : "vrn",
   "clientId" : "101747641",
   "expiryDate" : "2018-04-26",
   "suppliedClientIdType" : "vrn",
   "suppliedClientId" : "101747641",
   "_links" : {
      "self" : {
         "href" : "/agent-client-authorisation/agencies/TARN0000001/invitations/sent/CS5AK7O8FPC43"
      }
   },
   "status" : "Expired"
}

GET all of Agent's Sent Invitation

Retrieves all invitations sent by the Agent. Returned list if sorted by created field descending, newest invitations first.

GET   /agencies/:arn/invitations/sent

Optional query filters:

query param	format	description	default
service	enum	returns only invitations for the specified service	none
status	enum	returns only invitations having specified status	none
createdOnOrAfter	yyy-MM-dd	returns only invitations created on or after the specified date	none

Request:

http://localhost:9432/agent-client-authorisation/agenices/TARN0000001/invitations/sent
http://localhost:9432/agent-client-authorisation/agenices/TARN0000001/invitations/sent?status=Pending
http://localhost:9432/agent-client-authorisation/agenices/TARN0000001/invitations/sent?service=HMRC-MTD-VAT
http://localhost:9432/agent-client-authorisation/agenices/TARN0000001/invitations/sent?status=Pending&service=HMRC-MTD-VAT
http://localhost:9432/agent-client-authorisation/agenices/TARN0000001/invitations/sent?createdOnOrAfter=2018-01-01
http://localhost:9432/agent-client-authorisation/agenices/TARN0000001/invitations/sent?createdOnOrAfter=2018-01-01&status=Accepted

Response	Description
200	Returns all invitations in json array

Example Response: 200 with Body:

[{
   "arn" : "TARN0000001",
   "service" : "HMRC-MTD-VAT",
   "lastUpdated" : "2018-05-04T13:51:35.278Z",
   "created" : "2018-04-16T15:05:54.029Z",
   "clientIdType" : "vrn",
   "clientId" : "101747641",
   "expiryDate" : "2018-04-26",
   "suppliedClientIdType" : "vrn",
   "suppliedClientId" : "101747641",
   "_links" : {
      "self" : {
         "href" : "/agent-client-authorisation/agencies/TARN0000001/invitations/sent/CS5AK7O8FPC43"
      }
   },
   "status" : "Expired"
}]

GET Known Fact for ITSA

Checks a known fact for a given Postcode.

GET   /known-facts/individuals/nino/:nino/sa/postcode/:postcode

Request

http://localhost:9432/agent-client-authorisation//known-facts/individuals/nino/AB123456A/sa/postcode/DH14EJ

Response	Description
204	There is a record found for given nino and postcode
403	There is a record for given nino but with a different postcode
404	There is no record found for given nino

GET Known Fact for IRV

Checks a known fact for a given Date of Birth.

GET   /known-facts/individuals/:nino/dob/:dob

Request

http://localhost:9432/agent-client-authorisation/known-facts/individuals/AB123456A/dob/1993-09-21

Response	Description
204	There is a record found for given nino and date
403	There is a record for given nino but with a different date
404	There is no record found for given nino

GET Known Fact for VAT

Checks a known fact for a given Vat Registration Number.

GET   /known-facts/organisations/vat/:vrn/registration-date/:vatRegistrationDate

Request

http://localhost:9432/agent-client-authorisation/known-facts/organisations/vat/101747641/registration-date/2010-04-01

Response	Description
204	There is a record found for given vrn and date
403	There is a record for given vrn but with a different date
404	There is no record found for given vrn

Client APIs

The following APIs require client authentication. Any requests to access without authentication will be redirected to login page.

Regime	Auth Service	Service	Service-Api	Client-Identifier-Type
Self Assessment	HMRC-MTD-IT	Same	MTDITID	ni
Income-Record-Viewer for Individuals	HMRC-NI	PERSONAL-INCOME-RECORD	NI	ni
Value-Added-Tax	HMRC-MTD-VAT	Same	VAT	vrn

Any unauthorised access could receive one of the following responses:

Response	Description
401	Unauthorised. Not logged In
403	The Client Identifier is not found in the user's login profile

Client Accepts Invitation

Changes the status of a "Pending" Invitation to "Accepted". As a result of accepting an invitation, a relationship record is established to allow an agent to act on their behalf. See agent-client-relationships for further details.

For HMRC-MTD-IT, a client may successfully accept an invitation without having the ITSA enrolment. In this case the status moves from Pending to PartialAuth and for a limited time allows the agent to sign up the client to ITSA. The creation of a full relationship is deferred until the client has acquired the ITSA enrolment.

PUT   /clients/(service-api)/(associated-clientIdentifier)/invitations/received/:invitationId/accept

Example Requests

http://localhost:9432/agent-client-authorisation/clients/MTDITID/ABCDEF123456789/invitations/received/ANRJ9OCEGZR1T/accept
http://localhost:9432/agent-client-authorisation/clients/NI/AB12456A/invitations/received/B31ZD93X6RYCF/accept
http://localhost:9432/agent-client-authorisation/clients/VRN/101747696/invitations/received/CPB6KM1NHT446/accept

Response	Description
204	Invitation is accepted and the status is updated in Mongo
403	Invalid Status: Invitation status is not "Pending"
403	Client is not authorised to accept this invitation
404	Cannot find invitation to accept

Client Rejects Invitation

Changes the status a "Pending" Invitation to "Rejected".

PUT   /clients/(service-api)/(service-api)/invitations/received/:invitationId/reject

Example Requests:

http://localhost:9432/agent-client-authorisation/clients/MTDITID/ABCDEF123456789/invitations/received/ANRJ9OCEGZR1T/reject
http://localhost:9432/agent-client-authorisation/clients/NI/AB12456A/invitations/received/B31ZD93X6RYCF/reject
http://localhost:9432/agent-client-authorisation/clients/VRN/101747696/invitations/received/CPB6KM1NHT446/reject

Response	Description
204	Invitation is rejected and the status is updated in Mongo
403	Invalid Status: Invitation status is not "Pending"
403	Client is not authorised to accept this invitation
404	Cannot find invitation to reject

GET Client Specific Invitation

Retrieve a specific invitation by its invitationId

GET   /clients/(service-api)/(associated-clientIdentifier)/invitations/received/:invitationId

Example Requests:

http://localhost:9432/agent-client-authorisation/clients/MTDITID/ABCDEF123456789/invitations/received/ANRJ9OCEGZR1T
http://localhost:9432/agent-client-authorisation/clients/NI/AB12456A/invitations/received/B31ZD93X6RYCF
http://localhost:9432/agent-client-authorisation/clients/VRN/101747696/invitations/received/CPB6KM1NHT446

Response	Description
200	Returns a specific Invitations for a given client identifier
403	Client is not authorised to view this invitation
404	Cannot find specific invitation for given client identifier

Example Response, 200 with Body:

{
   "arn" : "TARN0000001",
   "service" : "HMRC-MTD-VAT",
   "lastUpdated" : "2018-05-04T11:55:29.954Z",
   "suppliedClientId" : "101747696",
   "_links" : {
      "accept" : {
         "href" : "/agent-client-authorisation/clients/VRN/101747696/invitations/received/CPB6KM1NHT446/accept"
      },
      "self" : {
         "href" : "/agent-client-authorisation/clients/VRN/101747696/invitations/received/CPB6KM1NHT446"
      },
      "reject" : {
         "href" : "/agent-client-authorisation/clients/VRN/101747696/invitations/received/CPB6KM1NHT446/reject"
      }
   },
   "created" : "2018-05-04T11:55:29.954Z",
   "status" : "Pending",
   "expiryDate" : "2018-05-14",
   "suppliedClientIdType" : "vrn",
   "clientIdType" : "vrn",
   "clientId" : "101747696"
}

GET All Client Invitation

Retrieve all invitations by client identifier, used by agent-client-management (manage your tax agent) and STRIDE users with the correct roles

Response	Description
200	Returns all Invitations for a given client identifier, returns empty if no invitations
403	User is not authorised to view this invitation

GET   /clients/(service-api)/(associated-clientIdentifier)/invitations/received

Example Requests:

http://localhost:9432/agent-client-authorisation/clients/NI/AB12456A/invitations/received
http://localhost:9432/agent-client-authorisation/clients/MTDITID/EP849172B/invitations/received?status=Partialauth
http://localhost:9432/agent-client-authorisation/clients/VRN/101747696/invitations/received?status=Pending

Example Response for partialAuth query, 200 Body:

{
    "_links": {
        "self": {
            "href": "/agent-client-authorisation/clients/NI/EP849172B/invitations/received?status=Partialauth"
        },
        "invitations": {
            "href": "/agent-client-authorisation/clients/MTDITID/EP849172B/invitations/received/AJKFPB2XJCZXA"
        }
    },
    "_embedded": {
        "invitations": [
            {
                "_links": {
                    "self": {
                        "href": "/agent-client-authorisation/clients/MTDITID/EP849172B/invitations/received/AJKFPB2XJCZXA"
                    }
                },
                "clientType": "personal",
                "service": "HMRC-MTD-IT",
                "clientIdType": "ni",
                "clientId": "EP849172B",
                "arn": "KARN0762398",
                "suppliedClientId": "EP849172B",
                "suppliedClientIdType": "ni",
                "created": "2021-10-19T10:49:46.048+01:00",
                "lastUpdated": "2021-10-19T16:25:24.614+01:00",
                "expiryDate": "2021-11-09",
                "status": "Partialauth",
                "invitationId": "AJKFPB2XJCZXA",
                "detailsForEmail": {
                    "agencyEmail": "[email protected]",
                    "agencyName": "Booth Professional Services",
                    "clientName": "Elijah Thompson"
                },
                "isRelationshipEnded": false,
                "relationshipEndedBy": null,
                "clientActionUrl": null,
                "origin": "agent-invitations-frontend"
            }
        ]
    }
}

Cancel a client specific invitation

Cancel a specific invitation by its invitationId

PUT   /agencies/:arn/invitations/sent/:invitationId/cancel

Example Requests:

http://localhost:9432/agent-client-authorisation/agenices/TARN0000001/invitations/sent/CPB6KM1NHT446/cancel

Response	Description
204	Invitation is successfully cancelled
403	This invitation cannot be cancelled because it's status is not Pending
403	This user has no permissions
404	Client is not authorised to view this invitation

Get client status

Returns status of an authorised client's with regard to authorisations of agents.

GET /status

Response	Description
200	application/json content
401	Missing or expired authorisation token
403	This user has no permissions

 { 
   "hasPendingInvitations": true|false, 
   "hasInvitationsHistory": true|false, 
   "hasExistingRelationships": true|false 
 }

hasPendingInvitations - there are pending authorisations requests from Agent(s) for this client
hasInvitationsHistory - there were other authorisations requests in the past, which can be accepted, rejected or expired
hasExistingRelationships - there exist active client's authorisations for HMRC-MTD-IT, HMRC-MTD-VAT, PERSONAL-INCOME-RECORD or any other supported service

Replace URN relationship with UTR

Replaces URN clientID of pending or active relationships with UTR

POST /invitations/:urn/replace/utr/:utr

Response	Description
201	A new relationship has been created
204	Latest relationship isn't Pending or Active, so didn't create any new relationship
404	No relationships found

Running the tests

sbt test it:test

Running the application locally

To run application requires the following prerequisites:

Service Manager (See: Installation Guidance)
MongoDB 3.2

The command to use is:

sm --start AGENT_MTD -f

Alternatively run from source alone:

sm --start AGENT_CLIENT_AUTHORISATION

sbt run

However, it is advised to run AGENT_MTD profile which comes with authentication applications because each api requires authentication for use.

License

This code is open source software licensed under the Apache 2.0 License

hmrc / agent-client-authorisation 0.80.0-3-ge298389

Agent Client Authorisation

API docs

Table of Contents

Supported Regimes / Services

Invitation Status

Agent APIs

Create Invitation

Create Multi-Invitation Link

GET a Specific Agent's Sent Invitation

GET all of Agent's Sent Invitation

GET Known Fact for ITSA

GET Known Fact for IRV

GET Known Fact for VAT

Client APIs

Client Accepts Invitation

Client Rejects Invitation

GET Client Specific Invitation

GET All Client Invitation

Cancel a client specific invitation

Get client status

Replace URN relationship with UTR

Running the tests

Running the application locally

License

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