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. |
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. |
| 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 | |
| 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. |
Pola schematu
| Pole | Typ | Opis |
|---|---|---|
| costGroup* | string (iri-reference) | |
| ownerEmployee | string,null (iri-reference) | |
| tinType* | string | |
| tin | stringnull | |
| tinCountry | string,null (iri-reference) | |
| cyclic | boolean | |
| paymentDeadline | integernull | |
| name* | string | |
| description | stringnull | |
| matchRegex | stringnull | |
| requireAttachment | booleannull | |
| taxAmount | stringnull | |
| notIncludeInChart | boolean | |
| eInvoicingReferenceNumber | stringnull | |
| eInvoicingSourceXmlUrl | stringnull | |
| eInvoicingVisualUrl | stringnull | |
| contractorGroup | string,null (iri-reference) |
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. |
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. |
| 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 |
|---|---|---|
| project | string (iri-reference) | |
| name | string | |
| notes | stringnull |
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 | |
| tagDefinition | string,null (iri-reference) | |
| unit | stringnull | |
| quantity | stringnull | |
| sortOrder | integer |
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 | Pobiera kolekcję zasobów BudgetActivityItem. |
Pola schematu
| Pole | Typ | Opis |
|---|---|---|
| type | string | |
| state | string | |
| direction | string | |
| label | string | |
| amount | number | |
| date | stringnull |
Pozycja alertu budżetu
Endpoints
| GET | /budget-alerts | Pobiera kolekcję zasobów BudgetAlertItem. |
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}/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}/withdraw-approval | Tworzy zasób TransactionAttachment. |
| POST | /transaction-attachments/create | Tworzy zasób TransactionAttachment. |
| POST | /transaction-attachments/create-base64 | 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 | |
| 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) |