Playground

Playground

Budget

/api/v1/finance/budgets

A budget envelope for a period and owner.

listgetcreateupdate

Schema

FieldTypeNotes
id*uuidServer-assigned ULID with type prefix (e.g. per_…).
tenant_id*stringTenant scope — auto-stamped from the caller's JWT.
app_idstringApp scope. Stamped ONLY when the caller's JWT was minted for a specific Application (integration API keys). Absent for human-user sessions. Filters reads when present.
created_at*date-timeServer stamp.
updated_at*date-timeServer stamp; updated on every patch.
created_byuuidPerson id from the caller's JWT (sub).
updated_byuuidPerson id from the last writer's JWT (sub).
sourcestringProvenance tag — defaults to 'edm'.
source_typeenumfrontend | backend | server | system | apiWhere the write originated. Defaults to 'api'.
is_deletedbooleanSoft-delete flag. Excluded from default list queries.
deleted_atdate-timeStamped when soft-deleted; null otherwise.
deleted_byuuidPerson id who soft-deleted; null otherwise.
schema_versionnumberDocument schema version. Bumped on incompatible writes.
namestringDescriptive name for this budget (e.g. 'Engineering Q1 2026').
fiscal_yearstringFiscal year label (e.g. '2026' or 'FY2026').
periodstringBudget period granularity.
cost_center_iduuidUUID of the CostCenter this budget belongs to. Null for company-wide budgets.
owner_iduuidUUID of the Person responsible for this budget.
total_amountnumberTotal budget amount allocated for this period.
currencystringISO 4217 three-character currency code.
statusstringLifecycle status of the budget.
notesstringFree-form notes about this budget.
amountnumberTotal budgeted amount.
start_datedate-timeISO 8601 start date of the budget period.
end_datedate-timeISO 8601 end date of the budget period.
tagsjsonFree-form tags for grouping and filtering.

API

client.finance.budgets.*
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