Budżety i wydatki

Budżety, transakcje, koszty, podatki i konta bankowe — śledź wydatki i automatycznie uzgadniaj płatności.

Budżet

Endpoints

GET	/budgets	Pobiera kolekcję zasobów Budget.
POST	/budgets	Tworzy zasób Budget.
GET	/budgets/{id}	Pobiera zasób Budget.
PATCH	/budgets/{id}	Aktualizuje zasób Budget.
DELETE	/budgets/{id}	Usuwa zasób Budget.
POST	/budgets/{id}/copy-plan-from-year	Tworzy zasób Budget.
GET	/budgets/{id}/employee-pnl	Pobiera zasób Budget.
PUT	/budgets/{id}/plan	Zastępuje zasób Budget.
GET	/budgets/{id}/pnl-by-tags	Pobiera zasób Budget.
GET	/budgets/{id}/pnl-by-tags-drilldown	Pobiera zasób Budget.

Pola schematu

Pole	Typ	Opis
name*	string
type*	string
granularity*	string
budgetGroup	string,null (iri-reference)
attributeSet	string,null (iri-reference)
dateFrom	string,null (date-time)
dateTo	string,null (date-time)
displayPricePerSqm	boolean	Opt-in flag for the P&L-by-tags preview's price-per-sqm column. When true, the costsByProject section is expected to surface a surface-aware price view in addition to absolute amounts. The actual surface lookup (Project -> assigned Property/Asset -> surface AttributeValue) lands after the post-Horizon-2026-04-30 co-design pass; this flag is the persistent toggle so the option exists today.
displayCurrency	string,null (iri-reference)	PRESENTATION currency — what this budget is READ in (#3434). Not what any amount IS: that is transaction currency, and it lives on the row ({@see \App\Entity\Budget\InitialBudgetItem::$currency}, #3432). The IAS 21 split, kept apart deliberately: one rate policy serves both asks only while the two concepts stay separate.
outgoingTags	array	Tag-mode filter (outgoing/income side). OR semantics — an invoice matches if it carries at least one of these tags. Replaces the legacy single $outgoingTag ManyToOne (kept as a virtual property for backwards-compat during the FE rollout window).
incomingTags	array
amountStrategy*	string
actualMode	string
planningMode	stringnull
viewMode	stringnull	Explicit planning-vs-observation intent, decoupled from planningMode (the scope). Null on legacy budgets: BudgetNormalizer::resolveViewMode() falls back to inferring the mode from plan artifacts when this is unset, so existing budgets are unchanged. Write-only groups — the read value is emitted by BudgetNormalizer, which honours this field first.
planSource*	string
config	array
includePeopleCosts	booleannull
includeEmployeeCosts	booleannull
includePeopleIncome	booleannull
outgoingTag	string,null (iri-reference)	Legacy single-tag alias — read returns the first element of $outgoingTags (or null). Write REPLACES the collection with a single-element array (or empty when null). Exists only to keep the still-deployed old frontend working through PR 3's rollout.
incomingTag	string,null (iri-reference)

Transakcja budżetu

Endpoints

GET	/budget-transactions	Pobiera kolekcję zasobów BudgetTransaction.
POST	/budget-transactions	Tworzy zasób BudgetTransaction.
GET	/budget-transactions/{id}	Pobiera zasób BudgetTransaction.
PATCH	/budget-transactions/{id}	Aktualizuje zasób BudgetTransaction.
DELETE	/budget-transactions/{id}	Usuwa zasób BudgetTransaction.

Pola schematu

Pole	Typ	Opis
budget*	string (iri-reference)
transaction*	string (iri-reference)
employee	string,null (iri-reference)
amount	numbernull

Grupa budżetowa

Endpoints

GET	/budget-groups	Pobiera kolekcję zasobów BudgetGroup.
POST	/budget-groups	Tworzy zasób BudgetGroup.
GET	/budget-groups/{id}	Pobiera zasób BudgetGroup.
PATCH	/budget-groups/{id}	Aktualizuje zasób BudgetGroup.
DELETE	/budget-groups/{id}	Usuwa zasób BudgetGroup.

Pola schematu

Pole	Typ	Opis
name*	string

Koszt

Endpoints

GET	/contractors	Pobiera kolekcję zasobów Cost.
POST	/contractors	Tworzy zasób Cost.
GET	/contractors/{id}	Pobiera zasób Cost.
PATCH	/contractors/{id}	Aktualizuje zasób Cost.
DELETE	/contractors/{id}	Usuwa zasób Cost.
POST	/contractors/nip-validation	Tworzy zasób Cost.
GET	/contractors/search	Pobiera kolekcję zasobów Cost.
GET	/costs	Pobiera kolekcję zasobów Cost.
POST	/costs	Tworzy zasób Cost.
GET	/costs/{id}	Pobiera zasób Cost.
PATCH	/costs/{id}	Aktualizuje zasób Cost.
GET	/costs/{id}/documents	Pobiera zasób Cost.
GET	/costs/payment-due/{date}	Get by path parameters
GET	/suppliers	Pobiera kolekcję zasobów Cost.
POST	/suppliers	Tworzy zasób Cost.
GET	/suppliers/{id}	Pobiera zasób Cost.
PATCH	/suppliers/{id}	Aktualizuje zasób Cost.
DELETE	/suppliers/{id}	Usuwa zasób Cost.
POST	/suppliers/nip-validation	Tworzy zasób Cost.
GET	/suppliers/search	Pobiera kolekcję zasobów Cost.

Transakcja

Endpoints

GET	/transactions	Pobiera kolekcję zasobów Transaction.
POST	/transactions	Tworzy zasób Transaction.
GET	/transactions/{id}	Pobiera zasób Transaction.
PATCH	/transactions/{id}	Aktualizuje zasób Transaction.
DELETE	/transactions/{id}	Usuwa zasób Transaction.
GET	/transactions/{id}/suggestions	Pobiera kolekcję zasobów Transaction.
POST	/transactions/{id}/suggestions/{suggestionId}/apply	Tworzy zasób Transaction.
POST	/transactions/import	Tworzy zasób Transaction.
GET	/transactions/search	Pobiera kolekcję zasobów Transaction.
GET	/transactions/unassigned	Pobiera kolekcję zasobów Transaction.
GET	/transactions/with-problems	Pobiera kolekcję zasobów Transaction.

Pola schematu

Pole	Typ	Opis
id	string
bankAccount	string (iri-reference)
employeeOwner	string,null (iri-reference)
hash	string
source	stringnull	Where this row came from. Written at creation by whichever importer or creator made it — NEVER inferred from the row's shape.
type	string
cost	string,null (iri-reference)
counterparty	string,null (iri-reference)
counterpartyRole	stringnull
statementNumber	integer
operationNumber	stringnull
description	string
currency	string
amount	number
endingBalance	number
orderDate	string (date-time)
execDate	string (date-time)
relatedDate	string,null (date-time)
ignored*	integer
note	stringnull
hasDetectedProblems	booleannull
transactionAttachments	array
additionalAttachments	array	Inverse of TransactionAttachment.additionalTransactions: invoice documents this transaction is linked to as an ADDITIONAL payment (one invoice paid across several payments). Lets the transaction recognize the link for completeness, same as a primary attachment.
invoiceTransactions	array
properties	array
budgetTransactions	array
projectTransactions	array
employeeTransactions	array
createdAt	string (date-time)
updatedAt	string (date-time)
contractor	string,null (iri-reference)
connectedMonth	string (date-time)
relatedEmployee	string,null (iri-reference)

Konto bankowe

Endpoints

GET	/bank-accounts	Pobiera kolekcję zasobów BankAccount.
POST	/bank-accounts	Tworzy zasób BankAccount.
GET	/bank-accounts/{id}	Pobiera zasób BankAccount.
PATCH	/bank-accounts/{id}	Aktualizuje zasób BankAccount.
DELETE	/bank-accounts/{id}	Usuwa zasób BankAccount.

Pola schematu

Pole	Typ	Opis
bank	string,null (iri-reference)
type*	string
default	boolean
hidden	boolean
name*	string
number	stringnull
prefix	stringnull
currency*	string,null (iri-reference)
defaultImportFormat*	string

Grupa podatkowa

Endpoints

GET	/tax-groups	Pobiera kolekcję zasobów TaxGroup.
POST	/tax-groups	Tworzy zasób TaxGroup.
GET	/tax-groups/{id}	Pobiera zasób TaxGroup.
PATCH	/tax-groups/{id}	Aktualizuje zasób TaxGroup.

Pola schematu

Pole	Typ	Opis
name*	string
isDefault	boolean

Waluta

Endpoints

GET	/currencies	Pobiera kolekcję zasobów Currency.
GET	/currencies/{!sourceCurrency}/rates/{!targetCurrency}/{date}	Pobiera kolekcję zasobów Currency.
GET	/currencies/{id}	Pobiera zasób Currency.

Pola schematu

Pole	Typ	Opis
id*	string

Budżet początkowy

Endpoints

GET	/initial-budgets	Pobiera kolekcję zasobów InitialBudget.
POST	/initial-budgets	Tworzy zasób InitialBudget.
GET	/initial-budgets/{id}	Pobiera zasób InitialBudget.
PATCH	/initial-budgets/{id}	Aktualizuje zasób InitialBudget.
DELETE	/initial-budgets/{id}	Usuwa zasób InitialBudget.
POST	/initial-budgets/{id}/analyze-sheet	Parse a budget spreadsheet into Budzet wstepny candidates. Persists nothing.
POST	/initial-budgets/{id}/apply-sheet-rows	Write the Budzet wstepny lines the operator confirmed after previewing a spreadsheet.
GET	/initial-budgets/{id}/contract-comparison	Pobiera zasób InitialBudget.
GET	/initial-budgets/{id}/contract-comparison/{tagDefinitionId}/breakdown	Pobiera zasób InitialBudget.

Pola schematu

Pole	Typ	Opis
id	string
project	string (iri-reference)
name	string
notes	stringnull
currency	string (iri-reference)	Presentation currency the planned total is read in (#3432). Nullable in PHP only for the moment between `new InitialBudget()` and the defaulting listener's prePersist — {@see InitialBudgetFxPinListener} — filling it from `Project.currency`/org default; the column itself is NOT NULL, so a persisted row always has one.
items	array
createdAt	string (date-time)
updatedAt	string (date-time)

Pozycja budżetu początkowego

Endpoints

GET	/initial-budget-items	Pobiera kolekcję zasobów InitialBudgetItem.
POST	/initial-budget-items	Tworzy zasób InitialBudgetItem.
GET	/initial-budget-items/{id}	Pobiera zasób InitialBudgetItem.
PATCH	/initial-budget-items/{id}	Aktualizuje zasób InitialBudgetItem.
DELETE	/initial-budget-items/{id}	Usuwa zasób InitialBudgetItem.

Pola schematu

Pole	Typ	Opis
id	string
name	string
plannedAmount	stringnull
plannedBilledAmount	stringnull
currency	string (iri-reference)	The line's OWN currency — transaction currency, not presentation currency (that is `InitialBudget.currency`). Nullable in PHP only until {@see \App\Listener\Doctrine\InitialBudgetFxPinListener} defaults it (item → InitialBudget.currency → Project.currency → org default); the column is NOT NULL.
fxRate	numbernull	The rate that converts `plannedAmount` (in `currency`) into `InitialBudget.currency`, PINNED at pin time — see the class docblock.
fxRateDate	string,null (date-time)	The date `fxRate` was pinned on — not an economic-event date (this line has none), a record of when the pin happened, so "500 MYR @ 0,9123 as of 2026-08-12" is inspectable and reproducible.
tagDefinition	string,null (iri-reference)
unit	stringnull
quantity	stringnull
sortOrder	integer
periods	array	The month-by-month breakdown of this line's planned cost (#3559).
convertedPlannedAmount	stringnull	`plannedAmount` expressed in `InitialBudget.currency`, grosze, as a decimal string to match `plannedAmount`'s own type.
convertedPlannedBilledAmount	stringnull	`plannedBilledAmount` expressed in `InitialBudget.currency` — same policy as {@see getConvertedPlannedAmount()}, same pinned rate.
plannedMargin	stringnull	`plannedBilledAmount - plannedAmount`, in the line's OWN currency — null unless BOTH sides are non-null. A one-sided line (cost only, or billed only) carries no margin; that is a real state, not a gap (see the class docblock and `flowtly-design`'s archetype, #3441).
convertedPlannedMargin	stringnull	`getPlannedMargin()` expressed in `InitialBudget.currency` — the same pinned rate applied to the already-derived native margin, not a second conversion policy. See the class docblock.

Okres budżetowy

Endpoints

GET	/budget-periods	Pobiera kolekcję zasobów BudgetPeriod.
POST	/budget-periods	Tworzy zasób BudgetPeriod.
GET	/budget-periods/{id}	Pobiera zasób BudgetPeriod.
PATCH	/budget-periods/{id}	Aktualizuje zasób BudgetPeriod.
DELETE	/budget-periods/{id}	Usuwa zasób BudgetPeriod.

Pola schematu

Pole	Typ	Opis
id	string
periodKey	string
baseAmount	stringnull
linearGrowth	stringnull
exponentialGrowthBps	integernull
unitGrowth	stringnull
plannedIncome	stringnull

Pracownik budżetu

Endpoints

GET	/budget-employees	Pobiera kolekcję zasobów BudgetEmployee.
POST	/budget-employees	Tworzy zasób BudgetEmployee.
GET	/budget-employees/{id}	Pobiera zasób BudgetEmployee.
PATCH	/budget-employees/{id}	Aktualizuje zasób BudgetEmployee.
DELETE	/budget-employees/{id}	Usuwa zasób BudgetEmployee.

Pola schematu

Pole	Typ	Opis
id	string
budget*	object
employee*	string (iri-reference)
position	string
positionName	string

Umowa budżetu

Endpoints

GET	/budget-contracts	Pobiera kolekcję zasobów BudgetContract.
POST	/budget-contracts	Tworzy zasób BudgetContract.
GET	/budget-contracts/{id}	Pobiera zasób BudgetContract.
DELETE	/budget-contracts/{id}	Usuwa zasób BudgetContract.

Pola schematu

Pole	Typ	Opis
id	string
contract	string (iri-reference)

Kontrahent budżetu

Endpoints

GET	/budget-contractors	Pobiera kolekcję zasobów BudgetContractor.
POST	/budget-contractors	Tworzy zasób BudgetContractor.
GET	/budget-contractors/{id}	Pobiera zasób BudgetContractor.
DELETE	/budget-contractors/{id}	Usuwa zasób BudgetContractor.

Pola schematu

Pole	Typ	Opis
budget*	string (iri-reference)
contractor*	string (iri-reference)

Faktura budżetu

Endpoints

GET	/budget-invoices	Pobiera kolekcję zasobów BudgetInvoice.
POST	/budget-invoices	Tworzy zasób BudgetInvoice.
GET	/budget-invoices/{id}	Pobiera zasób BudgetInvoice.
DELETE	/budget-invoices/{id}	Usuwa zasób BudgetInvoice.

Pola schematu

Pole	Typ	Opis
budget*	string (iri-reference)
invoice*	string (iri-reference)
amountNet	stringnull

Projekt budżetu

Endpoints

GET	/budget-projects	Pobiera kolekcję zasobów BudgetProject.
POST	/budget-projects	Tworzy zasób BudgetProject.
GET	/budget-projects/{id}	Pobiera zasób BudgetProject.
DELETE	/budget-projects/{id}	Usuwa zasób BudgetProject.

Pola schematu

Pole	Typ	Opis
id	string
budget*	object
project*	string (iri-reference)
createdAt	string (date-time)

Pozycja aktywności budżetu

Endpoints

GET

/budget-activity

Pola schematu

Pole	Typ	Opis
type	string
state	string
direction	string
label	string
amount	string	The figure in the budget's currency — NULL when the row could not be priced (#3986).
unconvertible	boolean	True when no rate existed for this row's currency on its own date.
originalAmount	number	What the source record says, in its own currency — never converted.
originalCurrency	stringnull	Null when the figure was already in the budget's currency.
unconvertibleReason	stringnull	Names the pair and the date, so the reader can act. "Could not convert" on its own sends a user back to retry the same failure.
date	stringnull

Pozycja alertu budżetu

Endpoints

GET

/budget-alerts

Pola schematu

Pole	Typ	Opis
key	string
type	string
severity	string
title	string
description	string
period	stringnull
dismissed	boolean

Grupa kosztowa

Endpoints

GET	/cost-groups	Pobiera kolekcję zasobów CostGroup.
POST	/cost-groups	Tworzy zasób CostGroup.
GET	/cost-groups/{id}	Get cost group chart
PATCH	/cost-groups/{id}	Aktualizuje zasób CostGroup.
GET	/cost-groups/{id}/chart	Get cost group chart
POST	/cost-groups/{id}/merge	Merge cost groups
POST	/cost-groups/assign-icons-ai	Assign cost group icons via AI
GET	/cost-groups/chart	Get cost groups chart

Pola schematu

Pole	Typ	Opis
id	integer
type*	string
name*	string
description	stringnull
icon	stringnull
accoutancy_reference	stringnull
costs	array
createdAt	string (date-time)
updatedAt	string (date-time)
possibleTypes	string

Reguła podatkowa

Endpoints

GET	/tax-rules	Pobiera kolekcję zasobów TaxRule.
POST	/tax-rules	Tworzy zasób TaxRule.
GET	/tax-rules/{id}	Pobiera zasób TaxRule.
PATCH	/tax-rules/{id}	Aktualizuje zasób TaxRule.
DELETE	/tax-rules/{id}	Usuwa zasób TaxRule.

Pola schematu

Pole	Typ	Opis
id	string
country*	string (iri-reference)
taxAmount*	string

Bank

Endpoints

GET	/banks	Pobiera kolekcję zasobów Bank.
POST	/banks	Tworzy zasób Bank.
GET	/banks/{id}	Pobiera zasób Bank.
PATCH	/banks/{id}	Aktualizuje zasób Bank.

Pola schematu

Pole	Typ	Opis
name	string
swift*	string

Załącznik transakcji

Endpoints

GET	/transaction-attachments	Pobiera kolekcję zasobów TransactionAttachment.
POST	/transaction-attachments	Tworzy zasób TransactionAttachment.
GET	/transaction-attachments/{id}	Pobiera zasób TransactionAttachment.
PATCH	/transaction-attachments/{id}	Aktualizuje zasób TransactionAttachment.
DELETE	/transaction-attachments/{id}	Usuwa zasób TransactionAttachment.
POST	/transaction-attachments/{id}/apply-suggestion	Tworzy zasób TransactionAttachment.
POST	/transaction-attachments/{id}/apply-supplier-suggestion	Tworzy zasób TransactionAttachment.
POST	/transaction-attachments/{id}/approve	Tworzy zasób TransactionAttachment.
POST	/transaction-attachments/{id}/cascade-preview	Tworzy zasób TransactionAttachment.
POST	/transaction-attachments/{id}/detach	Tworzy zasób TransactionAttachment.
GET	/transaction-attachments/{id}/documents	Pobiera zasób TransactionAttachment.
POST	/transaction-attachments/{id}/manual-match	Tworzy zasób TransactionAttachment.
POST	/transaction-attachments/{id}/mark-manual-paid	Tworzy zasób TransactionAttachment.
GET	/transaction-attachments/{id}/match-candidates	Pobiera kolekcję zasobów TransactionAttachment.
POST	/transaction-attachments/{id}/prefill-project-allocations	Tworzy zasób TransactionAttachment.
POST	/transaction-attachments/{id}/prefill-project-allocations-by-cascade	Tworzy zasób TransactionAttachment.
POST	/transaction-attachments/{id}/prefill-project-allocations-by-meter	Tworzy zasób TransactionAttachment.
POST	/transaction-attachments/{id}/reject	Tworzy zasób TransactionAttachment.
POST	/transaction-attachments/{id}/replace-project-allocations	Tworzy zasób TransactionAttachment.
POST	/transaction-attachments/{id}/settle-without-transaction	Tworzy zasób TransactionAttachment.
POST	/transaction-attachments/{id}/submit-for-approval	Tworzy zasób TransactionAttachment.
GET	/transaction-attachments/{id}/suggestions	Pobiera kolekcję zasobów TransactionAttachment.
GET	/transaction-attachments/{id}/suggestions-debug	Pobiera zasób TransactionAttachment.
POST	/transaction-attachments/{id}/suggestions/{suggestionId}/apply	Tworzy zasób TransactionAttachment.
POST	/transaction-attachments/{id}/suggestions/accept-all	Tworzy zasób TransactionAttachment.
POST	/transaction-attachments/{id}/unlink-transaction	Tworzy zasób TransactionAttachment.
POST	/transaction-attachments/{id}/unmark-manual-paid	Tworzy zasób TransactionAttachment.
POST	/transaction-attachments/{id}/unsettle-without-transaction	Tworzy zasób TransactionAttachment.
POST	/transaction-attachments/{id}/withdraw-approval	Tworzy zasób TransactionAttachment.
POST	/transaction-attachments/create	Tworzy zasób TransactionAttachment.
POST	/transaction-attachments/create-base64	Tworzy zasób TransactionAttachment.
POST	/transaction-attachments/create-without-document	Tworzy zasób TransactionAttachment.
GET	/transaction-attachments/pending-approval	Pobiera kolekcję zasobów TransactionAttachment.
GET	/transaction-attachments/search	Pobiera kolekcję zasobów TransactionAttachment.

Pola schematu

Pole	Typ	Opis
id	integer
amount	integernull
name	string	The DISPLAY name — the filename the user uploaded (#3381).
invoiceNumber	stringnull	The purchase document number, when one is known (#3381).
receivedAt	string (date-time)
status	string

Pozycja faktury załącznika transakcji

Endpoints

POST	/transaction-attachment-invoice-lines	Tworzy zasób TransactionAttachmentInvoiceLine.
PATCH	/transaction-attachment-invoice-lines/{id}	Aktualizuje zasób TransactionAttachmentInvoiceLine.
DELETE	/transaction-attachment-invoice-lines/{id}	Usuwa zasób TransactionAttachmentInvoiceLine.

Pola schematu

Pole	Typ	Opis
id	integer
transactionAttachment	string (iri-reference)
position	integer
description	stringnull
quantity	stringnull
unitPrice	stringnull
amount	stringnull
taxRate	stringnull
currency	stringnull
project	string,null (iri-reference)
createdAt	string (date-time)
updatedAt	string (date-time)