{"openapi":"3.1.0","info":{"title":"Cynco API","version":"1.0.0","description":"REST API for the Cynco accounting platform.\n\n## Authentication\n\nAll requests require a Bearer token:\n```\nAuthorization: Bearer cak_<your-api-key>\n```\n\nCreate API keys in the dashboard under **Settings > API Keys**.\nThe raw key is shown once at creation. Cynco stores only the SHA-256 hash.\n\n## Rate Limits\n\nPer API key, fixed window:\n\n| Tier | Limit | Window |\n|------|-------|--------|\n| Default | 120 req | 60 s |\n| Reads | 200 req | 60 s |\n| Writes | 60 req | 60 s |\n\nRate limit headers are included on every response:\n`X-RateLimit-Limit`, `X-RateLimit-Remaining`, `X-RateLimit-Reset`,\nand the IETF fields (draft-ietf-httpapi-ratelimit-headers):\n`RateLimit-Policy: \"api:read\";q=200;w=60` names the quota and its window in seconds,\n`RateLimit: \"api:read\";r=150;t=42` what is left of it and the seconds until it resets.\nA 429 also carries `Retry-After` in seconds.\n\n## Scopes\n\n| Scope | Grants |\n|-------|--------|\n| `accounts:read` | List, retrieve and search accounts, and read the opening balances |\n| `accounts:write` | Create, update and deactivate accounts |\n| `agreements:read` | List and retrieve agreements with their signers. Also grants clauses:read, contract-templates:read and billing-schedules:read |\n| `agreements:write` | Create agreements, void or terminate them. Also grants clauses:write, contract-templates:write and billing-schedules:write |\n| `api-keys:read` | List API keys for this tenant |\n| `api-keys:write` | Create and revoke API keys for this tenant |\n| `asset-categories:read` | List and retrieve fixed asset categories. Also granted by assets:read |\n| `asset-categories:write` | No operations yet |\n| `assets:read` | List and retrieve fixed assets with their depreciation schedules, and summarise the register |\n| `assets:write` | Register and update fixed assets, put them in service, hold them for sale, and dispose of them (posts the gain or loss) |\n| `audit-events:read` | List the accounting audit log: who posted, closed, changed or reconciled what, and when. Also granted by the MCP admin scopes |\n| `audit-events:write` | No operations yet |\n| `bank-accounts:read` | List and retrieve bank accounts |\n| `bank-accounts:write` | Create, update and archive bank accounts, and import statements and statement lines into one |\n| `bank-statements:read` | No operations yet. Also granted by bank-transactions:read |\n| `bank-statements:write` | Remove a bank statement imported by mistake, with its lines, and restore one. Also granted by bank-transactions:write |\n| `bank-transactions:read` | List and retrieve bank transactions |\n| `bank-transactions:write` | Add, update, categorize, split, exclude, post, unpost, reconcile, unreconcile, remove and restore bank transactions; upload a statement |\n| `billing-schedules:read` | List and retrieve billing schedules with their milestones. Also granted by agreements:read |\n| `billing-schedules:write` | Create billing schedules. Also granted by agreements:write |\n| `bills:read` | List and retrieve bills |\n| `bills:write` | Update bills |\n| `businesses:read` | Platform keys: list and retrieve the platform's businesses |\n| `businesses:write` | Platform keys: create businesses and disconnect them from the platform |\n| `categorization-rules:read` | List and retrieve bank categorization rules |\n| `categorization-rules:write` | Create, update and delete bank categorization rules |\n| `chart-of-accounts:read` | List the business's charts of accounts and preview a chart template |\n| `chart-of-accounts:write` | Create the business's chart of accounts |\n| `clauses:read` | List and retrieve contract clauses. Also granted by agreements:read |\n| `clauses:write` | No operations yet. Also granted by agreements:write |\n| `company:read` | Read the business's own company profile: its facts, their sources, its e-invoice address and business context. Also granted by accounts:read and reports:read |\n| `company:write` | No operations yet |\n| `contract-templates:read` | List and retrieve contract templates. Also granted by agreements:read |\n| `contract-templates:write` | No operations yet. Also granted by agreements:write |\n| `credit-debit-notes:read` | List and retrieve credit and debit notes. Also granted by invoices:read |\n| `credit-debit-notes:write` | Create, update and delete draft credit and debit notes, issue, void and email them, apply, release and refund a credit note's credit, record payments on and reverse a debit note. Also granted by invoices:write |\n| `customers:read` | List and retrieve customers, their statements of account, and receivables aging |\n| `customers:write` | Create and update customers |\n| `dataroom:read` | Read the data room: folders, files, their text, and its activity log |\n| `dataroom:write` | Create data room folders |\n| `dataroom-files:read` | List and retrieve data room files and read their text. Also granted by dataroom:read |\n| `dataroom-files:write` | No operations yet. Also granted by dataroom:write |\n| `dataroom-folders:read` | List and retrieve data room folders. Also granted by dataroom:read |\n| `dataroom-folders:write` | Create data room folders. Also granted by dataroom:write |\n| `delivery-orders:read` | List and retrieve delivery orders |\n| `delivery-orders:write` | Create, update, dispatch, deliver, and void delivery orders |\n| `einvoice:read` | Read the e-invoicing status: the masked credentials held per environment and filing attempts counted by status |\n| `einvoice:write` | No operations yet |\n| `events:read` | List and retrieve the tenant's public event log |\n| `events:write` | No operations yet |\n| `general-ledger:read` | List posted general ledger lines |\n| `general-ledger:write` | No operations yet |\n| `invoices:read` | List and retrieve invoices |\n| `invoices:write` | Update invoices and perform batch invoice updates |\n| `items:read` | List and retrieve items |\n| `items:write` | Update and delete items |\n| `journal-entries:read` | List and retrieve journal entries and journal entry templates |\n| `journal-entries:write` | Create, update and delete draft entries; post, cancel and reverse entries; save and apply templates |\n| `journal-entry-templates:read` | List and retrieve journal entry templates |\n| `journal-entry-templates:write` | Create journal entry templates and draft entries from them |\n| `members:read` | List the team: each member's name, email, role, title, status, joined date and last sign-in |\n| `members:write` | No operations yet |\n| `payments:read` | List payments received against invoices |\n| `payments:write` | Record payments against invoices and bills |\n| `periods:read` | List and retrieve accounting periods and their status |\n| `periods:write` | Close, reopen, lock and unlock accounting periods (closing a fiscal year posts year-end entries), and post a month's depreciation |\n| `purchase-orders:read` | List and retrieve purchase orders. Also granted by bills:read |\n| `purchase-orders:write` | Create, update and delete purchase orders, submit, approve, reject, void and short-close them, receive their goods, and convert them to bills. Also granted by bills:write |\n| `quotations:read` | List and retrieve quotations. Also granted by invoices:read |\n| `quotations:write` | Create and email quotations, record the customer's acceptance or rejection, and convert them to invoices. Also granted by invoices:write |\n| `reconciliation:read` | Reconciliation status, summaries, and unreconciled transactions |\n| `reconciliation:write` | Reconcile bank transactions through the MCP tool door; it answers each line's id, and the line itself only with bank-transactions:read |\n| `recurring-invoices:read` | List and retrieve recurring invoices. Also granted by invoices:read |\n| `recurring-invoices:write` | Create, update and delete recurring invoices, pause, resume and cancel them, and generate their next invoice now. Also granted by invoices:write |\n| `reports:read` | Generate and retrieve reports |\n| `reports:write` | No operations yet |\n| `tags:read` | List and retrieve tags |\n| `tags:write` | Create, update, and delete tags; tag and untag records |\n| `vendors:read` | List and retrieve vendors |\n| `vendors:write` | Create and update vendors |\n| `webhooks:read` | List and retrieve webhooks |\n| `webhooks:write` | Create, update, and delete webhooks |\n| `*` | All permissions (use with caution) |\n\nWrite scopes implicitly grant the corresponding read scope.\n\n## Idempotency\n\nWrite operations (POST, PATCH, DELETE) accept an `Idempotency-Key` header.\nIf a request with the same key was already processed, the original response is replayed.\nKeys expire after 24 hours.\n\n## Webhook Verification\n\nWebhook deliveries include a signature header for verification:\n\n| Header | Description |\n|--------|-------------|\n| `X-Webhook-Signature` | HMAC-SHA256 hex digest |\n| `X-Webhook-Timestamp` | Unix timestamp (seconds) |\n| `X-Webhook-Id` | Unique per delivery attempt |\n| `X-Webhook-Event-Id` | The event's id, the same on every retry and redelivery |\n\nVerify: `HMAC-SHA256(timestamp + '.' + raw_body, webhook_secret)` matches the signature.\nReject deliveries with timestamps older than 5 minutes to prevent replay attacks.\n\nDeduplicate on `X-Webhook-Event-Id` (also the body's `id`), not on `X-Webhook-Id`:\none event reaches you more than once when a delivery is retried or replayed through\n`POST /events/{id}/redeliver`, and each of those attempts has its own `X-Webhook-Id`.\nThe same id addresses the event at `GET /events/{id}`.\n\n## Response Format\n\nLegacy endpoints use a JSON envelope with `success`, `data` (or `error`), and `meta` fields.\nEndpoints generated from the operation registry return a single object bare,\na list as `{ object: \"list\", data, hasMore, nextCursor }`, and an error as\n`{ error: { code, message, requestId, details? } }`, with the request id in the\n`Request-Id` header. Endpoints move to the registry resource by resource.","contact":{"name":"Cynco API Support"}},"servers":[{"url":"https://app.cynco.io/api/v1","description":"API v1"}],"security":[{"bearerAuth":[]}],"tags":[{"name":"Invoices","description":"Sales invoices"},{"name":"Customers","description":"Customer management"},{"name":"Vendors","description":"Vendor/supplier management"},{"name":"Bills","description":"Purchase bills"},{"name":"Items","description":"Products and services"},{"name":"Delivery Orders","description":"Fulfillment and proof-of-delivery workflows"},{"name":"Accounts","description":"Chart of accounts"},{"name":"Journal Entries","description":"General ledger entries"},{"name":"Banking","description":"Bank accounts and transactions"},{"name":"General Ledger","description":"Posted ledger entries"},{"name":"Reports","description":"Financial reports"},{"name":"Webhooks","description":"Webhook endpoint management"},{"name":"Businesses","description":"Platform keys only: provision and disconnect businesses. A platform key acts for one of its businesses on any other endpoint by sending `Cynco-Business: <business id>` or `Cynco-Business: ref:<externalRef>`."},{"name":"Events","description":"Public event log, listing and redelivery"},{"name":"API Keys","description":"Tenant API key management"},{"name":"Tools","description":"The in-app agent tools, over the API"}],"paths":{"/delivery-orders":{"get":{"tags":["Delivery Orders"],"summary":"List delivery orders","operationId":"listDeliveryOrders","parameters":[{"name":"page","in":"query","required":false,"schema":{"default":1,"type":"integer","minimum":1}},{"name":"limit","in":"query","required":false,"schema":{"default":20,"type":"integer","minimum":1,"maximum":100}},{"name":"status","in":"query","required":false,"schema":{"type":"string","enum":["draft","ready","dispatched","delivered","voided"]}},{"name":"source_type","in":"query","required":false,"schema":{"type":"string","enum":["invoice","quotation","manual"]}},{"name":"source_id","in":"query","required":false,"schema":{"type":"string"}},{"name":"search","in":"query","required":false,"schema":{"type":"string","maxLength":200}}],"responses":{"200":{"description":"Paginated list of delivery orders.","content":{"application/json":{"schema":{"type":"object","properties":{"success":{"type":"boolean","enum":[true]},"data":{"type":"array","items":{"$ref":"#/components/schemas/DeliveryOrder"},"description":"When `fields` query parameter is used, only requested fields are returned (plus `id`)."},"pagination":{"oneOf":[{"$ref":"#/components/schemas/PaginationMeta"},{"$ref":"#/components/schemas/CursorPaginationMeta"}]},"links":{"oneOf":[{"$ref":"#/components/schemas/PaginationLinks"},{"$ref":"#/components/schemas/CursorPaginationLinks"}]},"meta":{"$ref":"#/components/schemas/ResponseMeta"}},"required":["success","data","pagination","meta"]}}}},"401":{"description":"Authentication required or invalid API key.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"403":{"description":"Insufficient scopes.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"422":{"description":"Validation error; see `error.details` for field-level issues.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"429":{"description":"Rate limit exceeded. Check `Retry-After` header.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"500":{"description":"Internal server error.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}}}},"post":{"tags":["Delivery Orders"],"summary":"Create a delivery order","operationId":"createDeliveryOrder","parameters":[{"$ref":"#/components/parameters/IdempotencyKey"}],"requestBody":{"required":true,"content":{"application/json":{"schema":{"$ref":"#/components/schemas/CreateDeliveryOrderRequest"}}}},"responses":{"201":{"description":"Created delivery order.","content":{"application/json":{"schema":{"type":"object","properties":{"success":{"type":"boolean","enum":[true]},"data":{"$ref":"#/components/schemas/DeliveryOrder"},"meta":{"$ref":"#/components/schemas/ResponseMeta"}},"required":["success","data","meta"]}}}},"401":{"description":"Authentication required or invalid API key.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"403":{"description":"Insufficient scopes.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"404":{"description":"Resource not found.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"422":{"description":"Validation error; see `error.details` for field-level issues.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"429":{"description":"Rate limit exceeded. Check `Retry-After` header.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"500":{"description":"Internal server error.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}}}}},"/delivery-orders/{id}":{"get":{"tags":["Delivery Orders"],"summary":"Get a delivery order","operationId":"getDeliveryOrder","parameters":[{"name":"id","in":"path","required":true,"schema":{"type":"string"},"description":"Delivery order ID"}],"responses":{"200":{"description":"Delivery order details.","content":{"application/json":{"schema":{"type":"object","properties":{"success":{"type":"boolean","enum":[true]},"data":{"$ref":"#/components/schemas/DeliveryOrder"},"meta":{"$ref":"#/components/schemas/ResponseMeta"}},"required":["success","data","meta"]}}}},"401":{"description":"Authentication required or invalid API key.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"403":{"description":"Insufficient scopes.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"404":{"description":"Resource not found.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"422":{"description":"Validation error; see `error.details` for field-level issues.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"429":{"description":"Rate limit exceeded. Check `Retry-After` header.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"500":{"description":"Internal server error.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}}}},"patch":{"tags":["Delivery Orders"],"summary":"Update a draft delivery order","operationId":"updateDeliveryOrder","parameters":[{"name":"id","in":"path","required":true,"schema":{"type":"string"},"description":"Delivery order ID"},{"$ref":"#/components/parameters/IdempotencyKey"}],"requestBody":{"required":true,"content":{"application/json":{"schema":{"$ref":"#/components/schemas/UpdateDeliveryOrderRequest"}}}},"responses":{"200":{"description":"Updated delivery order.","content":{"application/json":{"schema":{"type":"object","properties":{"success":{"type":"boolean","enum":[true]},"data":{"$ref":"#/components/schemas/DeliveryOrder"},"meta":{"$ref":"#/components/schemas/ResponseMeta"}},"required":["success","data","meta"]}}}},"401":{"description":"Authentication required or invalid API key.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"403":{"description":"Insufficient scopes.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"404":{"description":"Resource not found.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"422":{"description":"Validation error; see `error.details` for field-level issues.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"429":{"description":"Rate limit exceeded. Check `Retry-After` header.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"500":{"description":"Internal server error.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}}}}},"/delivery-orders/{id}/ready":{"post":{"tags":["Delivery Orders"],"summary":"Mark a delivery order ready","operationId":"markDeliveryOrderReady","parameters":[{"name":"id","in":"path","required":true,"schema":{"type":"string"},"description":"Delivery order ID"},{"$ref":"#/components/parameters/IdempotencyKey"}],"responses":{"200":{"description":"Delivery order marked ready.","content":{"application/json":{"schema":{"type":"object","properties":{"success":{"type":"boolean","enum":[true]},"data":{"$ref":"#/components/schemas/DeliveryOrder"},"meta":{"$ref":"#/components/schemas/ResponseMeta"}},"required":["success","data","meta"]}}}},"401":{"description":"Authentication required or invalid API key.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"403":{"description":"Insufficient scopes.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"404":{"description":"Resource not found.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"422":{"description":"Validation error; see `error.details` for field-level issues.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"429":{"description":"Rate limit exceeded. Check `Retry-After` header.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"500":{"description":"Internal server error.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}}}}},"/delivery-orders/{id}/dispatch":{"post":{"tags":["Delivery Orders"],"summary":"Dispatch a delivery order","operationId":"dispatchDeliveryOrder","parameters":[{"name":"id","in":"path","required":true,"schema":{"type":"string"},"description":"Delivery order ID"},{"$ref":"#/components/parameters/IdempotencyKey"}],"requestBody":{"required":true,"content":{"application/json":{"schema":{"$ref":"#/components/schemas/DispatchDeliveryOrderRequest"}}}},"responses":{"200":{"description":"Delivery order dispatched.","content":{"application/json":{"schema":{"type":"object","properties":{"success":{"type":"boolean","enum":[true]},"data":{"$ref":"#/components/schemas/DeliveryOrder"},"meta":{"$ref":"#/components/schemas/ResponseMeta"}},"required":["success","data","meta"]}}}},"401":{"description":"Authentication required or invalid API key.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"403":{"description":"Insufficient scopes.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"404":{"description":"Resource not found.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"422":{"description":"Validation error; see `error.details` for field-level issues.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"429":{"description":"Rate limit exceeded. Check `Retry-After` header.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"500":{"description":"Internal server error.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}}}}},"/delivery-orders/{id}/deliver":{"post":{"tags":["Delivery Orders"],"summary":"Capture proof of delivery","operationId":"deliverDeliveryOrder","parameters":[{"name":"id","in":"path","required":true,"schema":{"type":"string"},"description":"Delivery order ID"},{"$ref":"#/components/parameters/IdempotencyKey"}],"requestBody":{"required":true,"content":{"application/json":{"schema":{"$ref":"#/components/schemas/DeliverDeliveryOrderRequest"}}}},"responses":{"200":{"description":"Delivery order delivered.","content":{"application/json":{"schema":{"type":"object","properties":{"success":{"type":"boolean","enum":[true]},"data":{"$ref":"#/components/schemas/DeliveryOrder"},"meta":{"$ref":"#/components/schemas/ResponseMeta"}},"required":["success","data","meta"]}}}},"401":{"description":"Authentication required or invalid API key.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"403":{"description":"Insufficient scopes.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"404":{"description":"Resource not found.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"422":{"description":"Validation error; see `error.details` for field-level issues.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"429":{"description":"Rate limit exceeded. Check `Retry-After` header.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"500":{"description":"Internal server error.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}}}}},"/delivery-orders/{id}/void":{"post":{"tags":["Delivery Orders"],"summary":"Void a delivery order","operationId":"voidDeliveryOrder","parameters":[{"name":"id","in":"path","required":true,"schema":{"type":"string"},"description":"Delivery order ID"},{"$ref":"#/components/parameters/IdempotencyKey"}],"responses":{"200":{"description":"Delivery order voided.","content":{"application/json":{"schema":{"type":"object","properties":{"success":{"type":"boolean","enum":[true]},"data":{"$ref":"#/components/schemas/DeliveryOrder"},"meta":{"$ref":"#/components/schemas/ResponseMeta"}},"required":["success","data","meta"]}}}},"401":{"description":"Authentication required or invalid API key.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"403":{"description":"Insufficient scopes.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"404":{"description":"Resource not found.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"422":{"description":"Validation error; see `error.details` for field-level issues.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"429":{"description":"Rate limit exceeded. Check `Retry-After` header.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"500":{"description":"Internal server error.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}}}}},"/bank-transactions/import":{"post":{"tags":["Banking"],"summary":"Upload a bank statement","operationId":"importBankTransactions","description":"Uploads a statement file as multipart form data (`intent=upload`) and answers with its `fileKey`, the detected `format`, and whether a CSV needs a column mapping. Review it with `GET /bank-transactions/import-preview` and import the reviewed lines with `POST /bank-accounts/{id}/import-statement`. A JSON body is refused.","requestBody":{"required":true,"content":{"multipart/form-data":{"schema":{"type":"object","properties":{"intent":{"type":"string","enum":["upload"]},"file":{"type":"string","format":"binary","description":"CSV, OFX/QFX, XLSX, MT940, or PDF statement, up to 10 MB."}},"required":["intent","file"]}}}},"responses":{"200":{"description":"The upload: `fileKey`, `format`, `needsMapping`, `presetMapping` and a preview of the first rows.","content":{"application/json":{"schema":{"type":"object","properties":{"success":{"type":"boolean","enum":[true]},"data":{"type":"object","additionalProperties":true},"meta":{"$ref":"#/components/schemas/ResponseMeta"}},"required":["success","data","meta"]}}}},"400":{"description":"Not multipart, or not a statement file Cynco can read.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"401":{"description":"Authentication required or invalid API key.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"403":{"description":"Insufficient scopes.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"404":{"description":"Resource not found.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"413":{"description":"Request body exceeds 10 MB.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"422":{"description":"Validation error; see `error.details` for field-level issues.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"429":{"description":"Rate limit exceeded. Check `Retry-After` header.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"500":{"description":"Internal server error.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}}}}},"/businesses":{"get":{"tags":["Businesses"],"summary":"List the platform's businesses","operationId":"listBusinesses","responses":{"200":{"description":"Paginated list of businesses.","content":{"application/json":{"schema":{"type":"object","properties":{"success":{"type":"boolean","enum":[true]},"data":{"type":"array","items":{"$ref":"#/components/schemas/Business"},"description":"When `fields` query parameter is used, only requested fields are returned (plus `id`)."},"pagination":{"oneOf":[{"$ref":"#/components/schemas/PaginationMeta"},{"$ref":"#/components/schemas/CursorPaginationMeta"}]},"links":{"oneOf":[{"$ref":"#/components/schemas/PaginationLinks"},{"$ref":"#/components/schemas/CursorPaginationLinks"}]},"meta":{"$ref":"#/components/schemas/ResponseMeta"}},"required":["success","data","pagination","meta"]}}}},"401":{"description":"Authentication required or invalid API key.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"403":{"description":"Insufficient scopes.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"422":{"description":"Validation error; see `error.details` for field-level issues.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"429":{"description":"Rate limit exceeded. Check `Retry-After` header.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"500":{"description":"Internal server error.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}}},"parameters":[{"name":"page","in":"query","required":false,"schema":{"default":1,"type":"integer","minimum":1}},{"name":"limit","in":"query","required":false,"schema":{"default":20,"type":"integer","minimum":1,"maximum":100}},{"name":"order","in":"query","required":false,"schema":{"default":"desc","type":"string","enum":["asc","desc"]}},{"name":"status","in":"query","required":false,"schema":{"type":"string","enum":["provisioning","active","disconnected"]}},{"name":"externalRef","in":"query","required":false,"schema":{"type":"string","minLength":1,"maxLength":255}}]},"post":{"tags":["Businesses"],"summary":"Provision a business","description":"Creates a business with its own books and links it to the calling platform. 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Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/bank-transactions/{id}":{"get":{"operationId":"bank-transactions.retrieve","summary":"Retrieve a bank transaction","description":"Returns one bank-feed line of this business by its Cynco `id`, the `id` that bank-transactions.list returns: its amount and direction, status, the confirmed or suggested account, and the journal entry that posted it. The bank's own reference for the line (such as TXN-2025-0777) is not an `id`; to find a line by its reference, payee or description, call bank-transactions.list with `search`. An id that does not exist or belongs to another business is not_found. Money is decimal strings in the line's `currency`.","tags":["bank-transactions"],"security":[{"bearerAuth":["bank-transactions:read"]}],"parameters":[{"name":"id","in":"path","required":true,"schema":{"type":"string","minLength":1,"maxLength":255},"description":"Cynco's id for the line, from bank-transactions.list; not the bank's reference."},{"name":"If-None-Match","in":"header","required":false,"schema":{"type":"string"},"description":"An `ETag` from an earlier response; the answer is 304 with no body while it still matches."}],"responses":{"200":{"description":"Retrieve a bank transaction","headers":{"Request-Id":{"schema":{"type":"string"}},"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"Cache-Control":{"schema":{"type":"string","const":"private, no-cache"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/BankTransaction"}}}},"304":{"description":"Not modified: `If-None-Match` still matches the current `ETag`.","headers":{"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited. Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}},"patch":{"operationId":"bank-transactions.update","summary":"Update a bank transaction","description":"Changes the given descriptive fields of one bank-feed line: `cleanDescription`, `payeeName`, `notes`, and `suggestedAccountId` (a hint for whoever categorizes it; `null` clears it). The amount, date and direction are the bank's and never change. To confirm the account the line posts against use bank-transactions.categorize. 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Every write may be held: by the key's autonomy, or by the write policy (money above the ceiling, a foreign currency, a sensitive change).","headers":{"Request-Id":{"schema":{"type":"string"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/Proposal"}}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"409":{"description":"A state or duplicate conflict (a duplicate names the existing record in `details[0].existingId`), or an `Idempotency-Key` reused for another request or still in progress.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"422":{"description":"Refused: the period is closed (`period_closed`), a domain rule refused it (`unprocessable`), or the write policy rejected it (`write_rejected`).","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited, or the credential's daily write budget is spent. Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/bank-transactions/{id}/categorize":{"post":{"operationId":"bank-transactions.categorize","summary":"Categorize a bank transaction","description":"Confirms the chart-of-accounts account a bank-feed line posts against (`accountId`, a postable account of this business), with an optional `category` label. The line becomes `categorized`, ready for bank-transactions.post; nothing posts yet. With `createRule: true` it also learns a categorization rule from the line, which codes every matching line from then on; that is held for a person's approval unless the credential executes unattended. Without it no rule is learned. 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Held for review unless the credential executes unattended.","type":"boolean"}},"required":["accountId"],"additionalProperties":false}}}},"responses":{"200":{"description":"Categorize a bank transaction","headers":{"Request-Id":{"schema":{"type":"string"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/BankTransaction"}}}},"202":{"description":"Held for a person to approve in Cynco; nothing has changed yet. Every write may be held: by the key's autonomy, or by the write policy (money above the ceiling, a foreign currency, a sensitive change).","headers":{"Request-Id":{"schema":{"type":"string"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/Proposal"}}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"409":{"description":"A state or duplicate conflict (a duplicate names the existing record in `details[0].existingId`), or an `Idempotency-Key` reused for another request or still in progress.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"422":{"description":"Refused: the period is closed (`period_closed`), a domain rule refused it (`unprocessable`), or the write policy rejected it (`write_rejected`).","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited, or the credential's daily write budget is spent. Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/bank-transactions/{id}/post":{"post":{"operationId":"bank-transactions.post","summary":"Post a bank transaction","description":"Posts one categorized bank-feed line to the general ledger as a balanced journal entry between the bank account's ledger account and the line's confirmed account, dated on the line. A transfer between two of this business's accounts posts both legs as one entry. Refused when the line has no confirmed account (bank-transactions.categorize first), is excluded, its bank account has no ledger account, or its date is in a closed period or a locked reconciliation. Posting a posted line succeeds and changes nothing. Always held for a person's approval unless the credential executes unattended.","tags":["bank-transactions"],"security":[{"bearerAuth":["bank-transactions:write"]}],"parameters":[{"name":"id","in":"path","required":true,"schema":{"type":"string","minLength":1,"maxLength":255}},{"name":"Idempotency-Key","in":"header","required":false,"schema":{"type":"string","minLength":1,"maxLength":255},"description":"Repeat a write safely: the same key with the same request replays the first result for 24 hours, a different request with it is 409."}],"requestBody":{"required":true,"content":{"application/json":{"schema":{"type":"object","properties":{"asReviewed":{"type":"object","properties":{"transactionType":{"type":"string","enum":["credit","debit"]},"amount":{"type":"string","pattern":"^(0|[1-9]\\d{0,12})(\\.\\d{1,2})?$","format":"decimal","x-cynco-money":true},"currency":{"type":"string","pattern":"^[A-Z]{3}$"},"isTransfer":{"type":"boolean"},"transfer":{"anyOf":[{"type":"object","properties":{"transactionId":{"type":"string"},"bankAccountId":{"type":"string"},"bankAccountName":{"type":"string"}},"required":["transactionId","bankAccountId","bankAccountName"],"additionalProperties":false},{"type":"null"}],"description":"For a transfer, its other leg and that leg's bank account: the pair posts between the two accounts' ledger accounts. Null otherwise."},"settles":{"maxItems":100,"type":"array","items":{"type":"object","properties":{"documentType":{"type":"string","enum":["invoice","payment","journal_entry"]},"documentId":{"type":"string"},"documentNumber":{"type":["string","null"]},"amount":{"type":"string","pattern":"^(0|[1-9]\\d{0,12})(\\.\\d{1,2})?$","format":"decimal","x-cynco-money":true}},"required":["documentType","documentId","documentNumber","amount"],"additionalProperties":false},"description":"Each document the line's confirmed matches settle, with the amount allocated to it. When any, posting settles them instead of booking an account, so `lines` is empty. Empty otherwise."},"lines":{"maxItems":100,"type":"array","items":{"type":"object","properties":{"accountId":{"type":"string"},"accountName":{"type":"string"},"amount":{"type":"string","pattern":"^(0|[1-9]\\d{0,12})(\\.\\d{1,2})?$","format":"decimal","x-cynco-money":true}},"required":["accountId","accountName","amount"],"additionalProperties":false},"description":"The confirmed account with the whole amount (with the gross when a fee posts), or each split allocation. Empty for a transfer, a line that settles documents, or an uncoded line."},"fee":{"anyOf":[{"type":"string","pattern":"^(0|[1-9]\\d{0,12})(\\.\\d{1,2})?$","format":"decimal","x-cynco-money":true},{"type":"null"}],"description":"A gateway settlement's processor fee, posted to the payment-processing-fee expense with the revenue at gross. Null when the line posts plainly."}},"required":["transactionType","amount","currency","isTransfer","transfer","settles","lines","fee"],"additionalProperties":false,"description":"Set by Cynco when the post is held for review: the coding the reviewer approves. Approval refuses with conflict once the line is coded differently. A caller may send it to post only while the line is still coded so."}},"required":["id"],"additionalProperties":false}}}},"responses":{"200":{"description":"Post a bank transaction","headers":{"Request-Id":{"schema":{"type":"string"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/BankTransaction"}}}},"202":{"description":"Held for a person to approve in Cynco; nothing has changed yet. Every write may be held: by the key's autonomy, or by the write policy (money above the ceiling, a foreign currency, a sensitive change).","headers":{"Request-Id":{"schema":{"type":"string"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/Proposal"}}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"409":{"description":"A state or duplicate conflict (a duplicate names the existing record in `details[0].existingId`), or an `Idempotency-Key` reused for another request or still in progress.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"422":{"description":"Refused: the period is closed (`period_closed`), a domain rule refused it (`unprocessable`), or the write policy rejected it (`write_rejected`).","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited, or the credential's daily write budget is spent. Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/bank-transactions/{id}/unpost":{"post":{"operationId":"bank-transactions.unpost","summary":"Unpost a bank transaction","description":"Reverses the journal entry that posted one bank-feed line and returns the line to `categorized`, so it can be recategorized and posted again. The reversal is dated on the line, or today when that period is closed; a transfer reverses both legs. Refused while the line is reconciled (unreconcile it first) or inside a locked reconciliation. Unposting a line that is not posted succeeds and changes nothing. 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Approval refuses with conflict once the line is posted under another entry."}},"required":["id"],"additionalProperties":false}}}},"responses":{"200":{"description":"Unpost a bank transaction","headers":{"Request-Id":{"schema":{"type":"string"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/BankTransaction"}}}},"202":{"description":"Held for a person to approve in Cynco; nothing has changed yet. 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Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/bank-transactions/{id}/unexclude":{"post":{"operationId":"bank-transactions.unexclude","summary":"Unexclude a bank transaction","description":"Returns an excluded bank-feed line to the state it was in before it was excluded (imported, or categorized with its account). Refused for a line in a closed period. 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Refused as a conflict naming what to undo first while the line is posted (or was ever posted), reconciled, matched to an invoice, bill, payment or journal entry, linked as a transfer, from a bank feed or entered by hand, or dated in a locked reconciliation; and as period_closed in a closed period. Removing a removed line succeeds and changes nothing. 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Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/bank-statements/{id}/remove":{"post":{"operationId":"bank-statements.remove","summary":"Remove a bank statement","description":"Removes a statement imported by mistake (the `importId` bank-accounts.import-statement answered), as a unit: its printed opening and closing no longer anchor the bank account's balance or its statement balance, and every bank transaction it stored is marked `removed`, as bank-transactions.remove marks one. Nothing is deleted; bank-statements.restore brings both back. When the statement was the account's first and set its opening balance, that opening is cleared too. Refused as a conflict, changing nothing, when any of its lines could not be removed on its own (posted, reconciled, matched, a transfer leg; the message names the lines and what to undo) or its period overlaps a locked reconciliation, and as period_closed when a line is dated in a closed period. Removing a removed statement succeeds and changes nothing. 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Every write may be held: by the key's autonomy, or by the write policy (money above the ceiling, a foreign currency, a sensitive change).","headers":{"Request-Id":{"schema":{"type":"string"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/Proposal"}}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"409":{"description":"A state or duplicate conflict (a duplicate names the existing record in `details[0].existingId`), or an `Idempotency-Key` reused for another request or still in progress.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"422":{"description":"Refused: the period is closed (`period_closed`), a domain rule refused it (`unprocessable`), or the write policy rejected it (`write_rejected`).","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited, or the credential's daily write budget is spent. 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Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/bank-transactions/{id}/reconcile":{"post":{"operationId":"bank-transactions.reconcile","summary":"Reconcile a bank transaction","description":"Marks one posted bank-feed line as reconciled: it agrees with the bank statement and the journal entry that posted it. Only a posted line can be reconciled (post it first); a reconciled line cannot be unposted until it is unreconciled. Refused for a line in a closed period. Reconciling a reconciled line succeeds and changes nothing. 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Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/bank-transactions/import-preview":{"get":{"operationId":"bank-transactions.import-preview","summary":"Preview a bank statement import","description":"Reads a statement uploaded with POST /bank-transactions/import (multipart) and shows what importing it into `bankAccountId` would add, without importing anything. Each line has its position (`index`, which bank-accounts.import-statement takes), date, direction, positive amount and description, and `duplicateOf`: the id of the line the account already has, or null. A duplicate also has `repeatOccurrence`: the occurrence it is imported as if it is a real second line, which bank-accounts.import-statement takes in `repeats`. `matchesRemoved` is the id of a line of a statement someone removed that this one matches, or null: such a line is not a duplicate, since the right statement shows it, and importing it adds it again. A line someone removed on its own is a duplicate (`duplicateOf`), so importing the statement again doesn't bring it back. `balanceVerification` says whether the opening balance plus the lines reaches the closing balance; `questions` are the things to settle first (another account's number, another currency, an overlapping period, a period before the books start, an opening balance away from the closing of the latest earlier statement that printed one). 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Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/bank-accounts/{id}/import-statement":{"post":{"operationId":"bank-accounts.import-statement","summary":"Import a bank statement","description":"Imports the reviewed lines (`includedIndices`, from bank-transactions.import-preview) of a statement uploaded with POST /bank-transactions/import into this bank account's feed. The file is read again here. A line the account already has is dropped, unless it is a real second line: list it in `repeats` with the `repeatOccurrence` the preview gave it, and it is added as that occurrence of the line, once, however often the import is sent. A line that matches only a line of a statement someone removed is added, as the next occurrence of it, once. A statement whose balances do not add up, or in another currency than the account, is refused unless `allowUnbalanced` or `allowCurrencyMismatch`. Importing the same statement again adds no line. Nothing posts to the ledger.","tags":["bank-accounts"],"security":[{"bearerAuth":["bank-accounts:write"]}],"parameters":[{"name":"id","in":"path","required":true,"schema":{"type":"string","minLength":1,"maxLength":255}},{"name":"Idempotency-Key","in":"header","required":false,"schema":{"type":"string","minLength":1,"maxLength":255},"description":"Repeat a write safely: the same key with the same request replays the first result for 24 hours, a different request with it is 409."}],"requestBody":{"required":true,"content":{"application/json":{"schema":{"type":"object","properties":{"file":{"type":"string","minLength":1,"maxLength":1024,"description":"The `fileKey` POST /bank-transactions/import (multipart, `intent=upload`) answered with."},"format":{"type":"string","enum":["csv","ofx","xlsx","mt940"],"description":"As the upload detected it. 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Every write may be held: by the key's autonomy, or by the write policy (money above the ceiling, a foreign currency, a sensitive change).","headers":{"Request-Id":{"schema":{"type":"string"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/Proposal"}}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"409":{"description":"A state or duplicate conflict (a duplicate names the existing record in `details[0].existingId`), or an `Idempotency-Key` reused for another request or still in progress.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"422":{"description":"Refused: the period is closed (`period_closed`), a domain rule refused it (`unprocessable`), or the write policy rejected it (`write_rejected`).","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited, or the credential's daily write budget is spent. 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Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/reconciliation/status":{"get":{"operationId":"reconciliation.status","summary":"Reconciliation status of a bank account","description":"Compares one bank account's balance with the ledger: `bankBalance` (the feed or statement balance, in the bank account's `currency`), `bookBalance` (the balance of the chart account it posts to, in `bookBalanceCurrency`), `difference` (bank minus book, null when the two are in different currencies or the account posts nowhere), and the count of posted lines still to reconcile. `period` (YYYY-MM) reviews one month; `varianceComparable` is false when that month has no bank balance to compare. 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Each account lists its findings, each with a code, a severity, a message, a remediation and the evidence behind it, in the account's `currency`. 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Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/bills/{id}/approve":{"post":{"operationId":"bills.approve","summary":"Approve a bill","description":"Approves a bill in review and posts it to the ledger on its issue date: the expense (or inventory) against accounts payable, tax by tax code. If the posting is refused (no amount, no expense or payable account, a closed period) the bill stays in review. A draft must go through bills.submit first; a rejected or void bill is a conflict; a bill whose document is still being read waits for it. Approving a bill already approved (or since paid) succeeds and changes nothing. 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Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/credit-debit-notes/{id}/reverse":{"post":{"operationId":"credit-debit-notes.reverse","summary":"Reverse a paid debit note","description":"Reverses a debit note that has payments, which credit-debit-notes.void refuses: it creates and issues a credit note for the debit note's full amount, posted today, settles whatever the debit note still owes from it, and leaves what the customer already paid as credit on that credit note (apply it with credit-debit-notes.apply or pay it back with .refund). Answers the new credit note. An unpaid debit note is a conflict: void it instead. `reason` is at least 10 characters. Reversing one already reversed answers the same credit note and changes nothing. 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Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/credit-debit-notes/{id}/apply":{"post":{"operationId":"credit-debit-notes.apply","summary":"Apply a credit note to an invoice","description":"Applies `amount` of an issued credit note's remaining credit to an open invoice of the same customer in the same currency (`invoiceId`: finalized, partially paid, overdue or with a deposit stage), lowering what that invoice owes as a payment would. `amount` is a decimal string in the note's currency, at most its `remainingCredit`; it is capped at what the invoice owes, so an invoice that owes nothing takes nothing. Nothing new posts unless the note is in a foreign currency and the rate moved, when the exchange difference posts dated today. Answers the credit note with the new application. Not idempotent: each call applies more, so retry with the same Idempotency-Key. 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Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/credit-debit-notes/{id}/unapply":{"post":{"operationId":"credit-debit-notes.unapply","summary":"Release a credit note's application","description":"Releases one application of a credit note (`applicationId`, from the note's `applications`): the credit returns to the note's `remainingCredit` and the amount to what the invoice owes. A released credit can be applied elsewhere, refunded, or the note voided once nothing is applied. Nothing new posts unless the application booked an exchange difference, which is reversed dated today. `reason` is at least 10 characters. Releasing one already released succeeds and changes nothing. 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Always held for a person's approval unless the credential executes unattended.","tags":["credit-debit-notes"],"security":[{"bearerAuth":["credit-debit-notes:write"]}],"parameters":[{"name":"id","in":"path","required":true,"schema":{"type":"string","minLength":1,"maxLength":255}},{"name":"Idempotency-Key","in":"header","required":false,"schema":{"type":"string","minLength":1,"maxLength":255},"description":"Repeat a write safely: the same key with the same request replays the first result for 24 hours, a different request with it is 409."}],"requestBody":{"required":true,"content":{"application/json":{"schema":{"type":"object","properties":{"amount":{"type":"string","pattern":"^(0|[1-9]\\d{0,12})(\\.\\d{1,2})?$","format":"decimal","x-cynco-money":true,"description":"In the note's currency."},"bankAccountId":{"type":"string","minLength":1,"maxLength":255,"x-cynco-ref":"accounts","description":"The bank or cash ledger account the refund was paid from."},"refundDate":{"description":"Omit for today.","type":"string","format":"date"},"reference":{"type":"string","maxLength":255},"notes":{"type":"string","maxLength":1000}},"required":["amount","bankAccountId"],"additionalProperties":false}}}},"responses":{"200":{"description":"Refund a credit note's credit","headers":{"Request-Id":{"schema":{"type":"string"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/CreditDebitNote"}}}},"202":{"description":"Held for a person to approve in Cynco; nothing has changed yet. 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Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/credit-debit-notes/{id}/send":{"post":{"operationId":"credit-debit-notes.send","summary":"Email a credit or debit note","description":"Emails an issued note, with its PDF, to `to` (usually the note's `customerEmail`), with optional `cc` addresses and a `message`. A draft (issue it first) or a voided note is refused. Each call sends another email. 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Always held for a person's approval unless the credential executes unattended.","tags":["invoices"],"security":[{"bearerAuth":["invoices:write"]}],"parameters":[{"name":"id","in":"path","required":true,"schema":{"type":"string","minLength":1,"maxLength":255}},{"name":"Idempotency-Key","in":"header","required":false,"schema":{"type":"string","minLength":1,"maxLength":255},"description":"Repeat a write safely: the same key with the same request replays the first result for 24 hours, a different request with it is 409."}],"responses":{"200":{"description":"Finalize an invoice","headers":{"Request-Id":{"schema":{"type":"string"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/Invoice"}}}},"202":{"description":"Held for a person to approve in Cynco; nothing has changed yet. 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Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/invoices/{id}/record-payment":{"post":{"operationId":"invoices.record-payment","summary":"Record a payment on an invoice","description":"Records money received against an issued invoice: `amount` is a decimal string in the invoice's currency, at most its amount due, and `paymentDate` defaults to today. It posts the cash receipt to the ledger and moves the invoice to partially_paid or paid. Name the bank or cash account it was deposited into with `bankAccountId` (a ledger account id) when the business has more than one. Refused for a draft or voided invoice, an amount over the balance, or a date in a closed period. Not idempotent: each call records another payment, so retry with the same Idempotency-Key. Always held for a person's approval unless the credential executes unattended.","tags":["invoices"],"security":[{"bearerAuth":["invoices:write"]}],"parameters":[{"name":"id","in":"path","required":true,"schema":{"type":"string","minLength":1,"maxLength":255}},{"name":"Idempotency-Key","in":"header","required":false,"schema":{"type":"string","minLength":1,"maxLength":255},"description":"Repeat a write safely: the same key with the same request replays the first result for 24 hours, a different request with it is 409."}],"requestBody":{"required":true,"content":{"application/json":{"schema":{"type":"object","properties":{"amount":{"type":"string","pattern":"^(0|[1-9]\\d{0,12})(\\.\\d{1,2})?$","format":"decimal","x-cynco-money":true,"description":"In the invoice's currency."},"paymentDate":{"type":"string","format":"date"},"method":{"description":"bank_transfer, cash, cheque, card, …","type":"string","minLength":1,"maxLength":50},"notes":{"type":"string","maxLength":2000},"bankAccountId":{"description":"The bank or cash ledger account the money arrived in. 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An endDate before the next invoice is refused: use recurring-invoices.cancel to stop it. Status changes are recurring-invoices.pause, .resume and .cancel. Held for a person's approval unless the credential executes unattended, except a change only to memo or paymentTerms, or one that switches autoFinalize or autoSend off; the proposal names the uncovered and rebilled days. 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Always held for a person's approval unless the credential executes unattended, because an email cannot be recalled.","tags":["quotations"],"security":[{"bearerAuth":["quotations:write"]}],"parameters":[{"name":"id","in":"path","required":true,"schema":{"type":"string","minLength":1,"maxLength":255}},{"name":"Idempotency-Key","in":"header","required":false,"schema":{"type":"string","minLength":1,"maxLength":255},"description":"Repeat a write safely: the same key with the same request replays the first result for 24 hours, a different request with it is 409."}],"requestBody":{"required":true,"content":{"application/json":{"schema":{"type":"object","properties":{"to":{"type":"string","maxLength":255,"format":"email","description":"The quotation's customerEmail, the one address it goes to."},"expiryDays":{"description":"Days the offer stands when it has no validUntil.","type":"integer","minimum":1,"maximum":365}},"required":["to"],"additionalProperties":false}}}},"responses":{"200":{"description":"Email a quotation","headers":{"Request-Id":{"schema":{"type":"string"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/Quotation"}}}},"202":{"description":"Held for a person to approve in Cynco; nothing has changed yet. 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Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/quotations/{id}/reject":{"post":{"operationId":"quotations.reject","summary":"Record a quotation's rejection","description":"Records that the customer rejected a sent or viewed quotation, with an optional `reason`; for a rejection the customer gave outside Cynco. Refused once `validUntil` has passed (the quotation becomes expired) and for a draft, accepted, expired or converted quotation (a conflict). 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Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/quotations/{id}/convert":{"post":{"operationId":"quotations.convert","summary":"Convert a quotation to an invoice","description":"Creates a draft invoice from an accepted quotation, with its customer, lines, tax and currency, priced exactly as quoted, and marks the quotation converted. Answers the quotation; `convertedToInvoiceId` is the new invoice, which invoices.finalize issues and invoices.send emails. A quotation that is not accepted is a conflict. 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Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/customers/aging":{"get":{"operationId":"customers.aging","summary":"Read the receivables aging","description":"Returns accounts receivable aging as of `asOfDate` (YYYY-MM-DD, default today): one row per customer with an open balance, its amounts in current, 1-30, 31-60, 61-90 and over-90 days past due, and the documents behind them (invoices, debit notes, and unapplied credit as a negative current amount). It is the report as of that date: an invoice paid or voided since still appears. One currency per report: `currency` defaults to the books' base currency; name another (USD) to age receivables invoiced in it. Money is decimal strings in `currency`. `subledgerReconciled` is false when the documents disagree with the receivable in the ledger, null when that check could not run. The ledger figures are current balances, so `subledgerBalance`, `subledgerTotal` and `subledgerReconciled` are null for any `asOfDate` but today.","tags":["customers"],"security":[{"bearerAuth":["customers:read"]}],"parameters":[{"name":"asOfDate","in":"query","required":false,"schema":{"type":"string","format":"date"}},{"name":"currency","in":"query","required":false,"schema":{"type":"string","pattern":"^[A-Z]{3}$"}},{"name":"If-None-Match","in":"header","required":false,"schema":{"type":"string"},"description":"An `ETag` from an earlier response; the answer is 304 with no body while it still matches."}],"responses":{"200":{"description":"Read the receivables aging","headers":{"Request-Id":{"schema":{"type":"string"}},"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"Cache-Control":{"schema":{"type":"string","const":"private, no-cache"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/ReceivablesAging"}}}},"304":{"description":"Not modified: `If-None-Match` still matches the current `ETag`.","headers":{"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited. Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/customers/statement":{"get":{"operationId":"customers.statement","summary":"Read a customer's statement of account","description":"Returns a customer's statement of account from `fromDate` to `toDate` (inclusive YYYY-MM-DD): the balance brought forward, then every invoice, payment, refund, credit note, debit note and bad-debt write-off in the range, oldest first, each with `debit`, `credit` and the running `balance`, and a summary with the closing balance. `currency` picks one of `availableCurrencies`; without it a customer invoiced in one currency gets that one, and a customer invoiced in several gets every currency's rows (each row names its currency) with `summary` null. 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Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/vendors/aging":{"get":{"operationId":"vendors.aging","summary":"Read the payables aging","description":"Returns accounts payable aging as of `asOfDate` (YYYY-MM-DD, default today): one row per vendor with an open balance, its amounts in current, 1-30, 31-60, 61-90 and over-90 days past due, the approved bills behind them, and the vendor's unapplied credits. The bills are those open today, at what is owed on them today, aged against `asOfDate`: payments are not rolled back to the date, so a bill paid since is not shown and a part-payment made after it still counts; a bill issued after `asOfDate` is included, in current. One currency per report: `currency` defaults to the books' base currency; name another (USD) to age bills in it. Money is decimal strings in `currency`. `subledgerReconciled` is false when the bills disagree with the payable in the ledger, null when that check could not run; the ledger figures are current balances, so `subledgerBalance`, `subledgerTotal` and `subledgerReconciled` are null for any `asOfDate` but today.","tags":["vendors"],"security":[{"bearerAuth":["vendors:read"]}],"parameters":[{"name":"asOfDate","in":"query","required":false,"schema":{"type":"string","format":"date"}},{"name":"currency","in":"query","required":false,"schema":{"type":"string","pattern":"^[A-Z]{3}$"}},{"name":"If-None-Match","in":"header","required":false,"schema":{"type":"string"},"description":"An `ETag` from an earlier response; the answer is 304 with no body while it still matches."}],"responses":{"200":{"description":"Read the payables aging","headers":{"Request-Id":{"schema":{"type":"string"}},"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"Cache-Control":{"schema":{"type":"string","const":"private, no-cache"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/PayablesAging"}}}},"304":{"description":"Not modified: `If-None-Match` still matches the current `ETag`.","headers":{"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited. Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/reports/trial-balance":{"get":{"operationId":"reports.trial-balance","summary":"Read the trial balance","description":"Returns the trial balance for `period` (YYYY-MM): one line per account that moved in the period or holds a balance, with its opening balance, the period's debits and credits, its closing balance and the trial balance's debit and credit columns, then the column totals and whether they agree. `balanceType` is `preliminary` (the default: the live ledger, as of now), `adjusted` (the snapshot last saved from the extended trial balance, with its adjustment columns) or `final` (the snapshot taken when the period closed); a snapshot that does not exist is 422. Balances are fiscal year to date, earlier fiscal years closed into retained earnings. 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Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/reports/extended-trial-balance":{"get":{"operationId":"reports.extended-trial-balance","summary":"Read the extended trial balance","description":"Returns the extended trial balance working paper for `period` (YYYY-MM), from the live ledger: per account, the unadjusted debit and credit, the adjustment debits and credits (a person's adjusting entries and unrealised FX revaluations, with their reversals, from the start of the fiscal year through the period; entries the ledger posts itself, such as realised FX, inventory, lease and billing, count as unadjusted), and the adjusted debit and credit, which equal the trial balance's columns. Use it to see what the adjustments changed. Money is decimal strings in `currency`, the books' base currency.","tags":["reports"],"security":[{"bearerAuth":["reports:read"]}],"parameters":[{"name":"period","in":"query","required":true,"schema":{"type":"string","pattern":"^(100[1-9]|10[1-9]\\d|1[1-9]\\d{2}|[2-9]\\d{3})-(0[1-9]|1[0-2])$"}},{"name":"If-None-Match","in":"header","required":false,"schema":{"type":"string"},"description":"An `ETag` from an earlier response; the answer is 304 with no body while it still matches."}],"responses":{"200":{"description":"Read the extended trial balance","headers":{"Request-Id":{"schema":{"type":"string"}},"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"Cache-Control":{"schema":{"type":"string","const":"private, no-cache"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/ExtendedTrialBalance"}}}},"304":{"description":"Not modified: `If-None-Match` still matches the current `ETag`.","headers":{"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited. Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/reports/balance-sheet":{"get":{"operationId":"reports.balance-sheet","summary":"Read the balance sheet","description":"Returns the balance sheet at the end of `period` (YYYY-MM): current and non-current assets, current and non-current liabilities, and equity, each with its accounts and total, then retained earnings (earlier fiscal years), current-year earnings (the fiscal-year-to-date profit, as the profit and loss computes it), total equity, and whether assets equal liabilities plus equity. A current account on the wrong side of zero is shown on the other side (an overdrawn bank is a liability). Money is decimal strings in `currency`, the books' base currency.","tags":["reports"],"security":[{"bearerAuth":["reports:read"]}],"parameters":[{"name":"period","in":"query","required":true,"schema":{"type":"string","pattern":"^(100[1-9]|10[1-9]\\d|1[1-9]\\d{2}|[2-9]\\d{3})-(0[1-9]|1[0-2])$"}},{"name":"If-None-Match","in":"header","required":false,"schema":{"type":"string"},"description":"An `ETag` from an earlier response; the answer is 304 with no body while it still matches."}],"responses":{"200":{"description":"Read the balance sheet","headers":{"Request-Id":{"schema":{"type":"string"}},"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"Cache-Control":{"schema":{"type":"string","const":"private, no-cache"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/BalanceSheet"}}}},"304":{"description":"Not modified: `If-None-Match` still matches the current `ETag`.","headers":{"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited. Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/reports/profit-loss":{"get":{"operationId":"reports.profit-loss","summary":"Read the profit and loss","description":"Returns the profit and loss (income statement) for `period` (YYYY-MM), or summed from `fromPeriod` through `period` when `fromPeriod` is given (for the fiscal year to date, pass its first month): revenue, cost of sales, gross profit, operating expenses, operating profit, other income and expenses, profit before tax, tax and net income, each group with its accounts. Year-end closing entries are left out, so a closed month still shows its trading. Money is decimal strings in `currency`, the books' base currency.","tags":["reports"],"security":[{"bearerAuth":["reports:read"]}],"parameters":[{"name":"period","in":"query","required":true,"schema":{"type":"string","pattern":"^(100[1-9]|10[1-9]\\d|1[1-9]\\d{2}|[2-9]\\d{3})-(0[1-9]|1[0-2])$"},"description":"The month, or the range's last month."},{"name":"fromPeriod","in":"query","required":false,"schema":{"type":"string","pattern":"^(100[1-9]|10[1-9]\\d|1[1-9]\\d{2}|[2-9]\\d{3})-(0[1-9]|1[0-2])$"},"description":"The range's first month. Defaults to `period`."},{"name":"If-None-Match","in":"header","required":false,"schema":{"type":"string"},"description":"An `ETag` from an earlier response; the answer is 304 with no body while it still matches."}],"responses":{"200":{"description":"Read the profit and loss","headers":{"Request-Id":{"schema":{"type":"string"}},"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"Cache-Control":{"schema":{"type":"string","const":"private, no-cache"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/ProfitLoss"}}}},"304":{"description":"Not modified: `If-None-Match` still matches the current `ETag`.","headers":{"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited. Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/reports/cash-flow":{"get":{"operationId":"reports.cash-flow","summary":"Read the statement of cash flows","description":"Returns the statement of cash flows (indirect method) for the fiscal year to date through `period` (YYYY-MM): net income, then operating activities (non-cash items and working-capital changes), investing activities and financing activities, each with its lines and total, the net change in cash, the effect of exchange rates, and opening and closing cash. `isReconciled` is false when the flows do not explain the change in the cash accounts' balances; `reconciliationDifference` is by how much. Built from the ledger, not the bank feeds. Money is decimal strings in `currency`, the books' base currency.","tags":["reports"],"security":[{"bearerAuth":["reports:read"]}],"parameters":[{"name":"period","in":"query","required":true,"schema":{"type":"string","pattern":"^(100[1-9]|10[1-9]\\d|1[1-9]\\d{2}|[2-9]\\d{3})-(0[1-9]|1[0-2])$"}},{"name":"If-None-Match","in":"header","required":false,"schema":{"type":"string"},"description":"An `ETag` from an earlier response; the answer is 304 with no body while it still matches."}],"responses":{"200":{"description":"Read the statement of cash flows","headers":{"Request-Id":{"schema":{"type":"string"}},"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"Cache-Control":{"schema":{"type":"string","const":"private, no-cache"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/CashFlowStatement"}}}},"304":{"description":"Not modified: `If-None-Match` still matches the current `ETag`.","headers":{"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited. Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/reports/summary":{"get":{"operationId":"reports.summary","summary":"Read the financial summary","description":"Returns this month's financial pulse, as the Reports overview shows it: revenue and its change on last month, net profit and margin, receivables and payables outstanding and overdue (as the dashboard's pulse counts them: open invoices and open bills in the base currency only, with no open credit or debit notes, overdue as of today's date in UTC; `customers.aging` and `vendors.aging` count the notes too, so their totals can differ), the revenue, expense and net income trend of the last six months, the ledger's health (whether the trial balance balances, closed and open periods) and what needs attention (an unbalanced trial balance, draft journal entries, overdue receivables or payables). A figure that could not be read is null, never zero. Money is decimal strings in `currency`, the books' base currency; `revenueChange` and `margin` are fractions (0.12 is 12%).","tags":["reports"],"security":[{"bearerAuth":["reports:read"]}],"parameters":[{"name":"If-None-Match","in":"header","required":false,"schema":{"type":"string"},"description":"An `ETag` from an earlier response; the answer is 304 with no body while it still matches."}],"responses":{"200":{"description":"Read the financial summary","headers":{"Request-Id":{"schema":{"type":"string"}},"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"Cache-Control":{"schema":{"type":"string","const":"private, no-cache"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/FinancialSummary"}}}},"304":{"description":"Not modified: `If-None-Match` still matches the current `ETag`.","headers":{"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited. Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/reports/statement-audit":{"get":{"operationId":"reports.statement-audit","summary":"Audit the financial statements","description":"Audits `period`'s (YYYY-MM) financial statements and answers whether they are audit-ready: the balance sheet balances, fiscal-year-to-date net income ties to current-year earnings in equity, the trial balance balances, the cash flow reconciles and its closing cash ties to the balance sheet, the period has posted activity, no draft entries are left, and the period is closed. Use it to check the books before sharing statements or closing a month, or to explain why the statements disagree. `auditReady` is true when no finding is critical or high; each finding has a code, a severity, a message, a remediation and the evidence behind it. The headline figures are decimal strings in `currency`, the books' base currency. Reads only; it never changes the books.","tags":["reports"],"security":[{"bearerAuth":["reports:read"]}],"parameters":[{"name":"period","in":"query","required":true,"schema":{"type":"string","pattern":"^(100[1-9]|10[1-9]\\d|1[1-9]\\d{2}|[2-9]\\d{3})-(0[1-9]|1[0-2])$"}},{"name":"If-None-Match","in":"header","required":false,"schema":{"type":"string"},"description":"An `ETag` from an earlier response; the answer is 304 with no body while it still matches."}],"responses":{"200":{"description":"Audit the financial statements","headers":{"Request-Id":{"schema":{"type":"string"}},"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"Cache-Control":{"schema":{"type":"string","const":"private, no-cache"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/StatementAudit"}}}},"304":{"description":"Not modified: `If-None-Match` still matches the current `ETag`.","headers":{"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited. Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/reports/aging-review":{"get":{"operationId":"reports.aging-review","summary":"Review receivables and payables aging","description":"Reviews today's receivables and payables aging for collection and payment risk and answers whether the aging is healthy: receivables more than 90 days past due, overdue receivables and payables, and whether each aging ties to the subledger, the balance kept per customer and per vendor (it does not compare with the general ledger control account). Use it to find what needs chasing or paying, or before a close. `agingHealthy` is false when receivables are more than 90 days past due or an aging does not tie to the subledger; a finding with `needsAttention` true is one of those. Overdue payables and receivables under 90 days are reported but do not flip the verdict. Each finding has a code, a severity, a message, a remediation and the evidence behind it. One currency per review: `currency` defaults to the books' base currency; name another (USD) to review documents in it. Money is decimal strings in `currency`. For the documents behind the totals, use customers.aging and vendors.aging. Reads only; it never writes anything off or sends a reminder.","tags":["reports"],"security":[{"bearerAuth":["reports:read"]}],"parameters":[{"name":"currency","in":"query","required":false,"schema":{"type":"string","pattern":"^[A-Z]{3}$"}},{"name":"If-None-Match","in":"header","required":false,"schema":{"type":"string"},"description":"An `ETag` from an earlier response; the answer is 304 with no body while it still matches."}],"responses":{"200":{"description":"Review receivables and payables aging","headers":{"Request-Id":{"schema":{"type":"string"}},"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"Cache-Control":{"schema":{"type":"string","const":"private, no-cache"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/AgingReview"}}}},"304":{"description":"Not modified: `If-None-Match` still matches the current `ETag`.","headers":{"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited. Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. 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Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/periods/close-readiness":{"get":{"operationId":"periods.close-readiness","summary":"Review whether a period can close","description":"Runs the pre-close checklist for `period` (YYYY-MM; default the month being closed, the one before the current month) and answers whether it can close: the same checks closing the period enforces and the Periods page shows (statements consistent, trial balance balanced, activity posted, journal entries left unposted, bank, subledger and inventory reconciliations, depreciation, the fixed-asset register). Use it before closing a month or to find out what blocks a close. `readyToClose` is the verdict; a finding with `blocksClose` true is a failed check that stops the close, the others are warnings and recommended steps. A checklist finding's message names the check and what it found; its evidence is the check's id (`checkId`) and status, and `remediation` is null unless the check could not compare something. `periodClosed` is true when the period is already closed. `netIncome` (fiscal year to date) and `balanceSheetDifference` are decimal strings in `currency`, the books' base currency. Reads only; it never posts closing entries or locks a period.","tags":["periods"],"security":[{"bearerAuth":["periods:read"]}],"parameters":[{"name":"period","in":"query","required":false,"schema":{"type":"string","pattern":"^\\d{4}-(0[1-9]|1[0-2])$"}},{"name":"If-None-Match","in":"header","required":false,"schema":{"type":"string"},"description":"An `ETag` from an earlier response; the answer is 304 with no body while it still matches."}],"responses":{"200":{"description":"Review whether a period can close","headers":{"Request-Id":{"schema":{"type":"string"}},"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"Cache-Control":{"schema":{"type":"string","const":"private, no-cache"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/CloseReadiness"}}}},"304":{"description":"Not modified: `If-None-Match` still matches the current `ETag`.","headers":{"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited. Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/periods":{"get":{"operationId":"periods.list","summary":"List accounting periods","description":"Lists this business's accounting periods (months), newest first by default, with cursor pagination: pass `nextCursor` back as `cursor` with the same `sort` until `hasMore` is false. Each period's `id` is its month (YYYY-MM), the id periods.close, .reopen, .lock and .unlock take. `status` says whether the month takes postings (open) or not (closed, locked). The activity figures (debits, credits, transactions) are what the month has posted, decimal strings in `currency`, the books' base currency. Filter by `status` (comma list of open, closing, closed, locked) and `fiscalYear` (the calendar year the fiscal year ends in). 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Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/periods/{id}":{"get":{"operationId":"periods.retrieve","summary":"Retrieve an accounting period","description":"Returns one accounting period of this business by its month (`id`, YYYY-MM): whether it takes postings (`status`), when it was closed or reopened and why, and what it has posted, in decimal strings in `currency`. A month the books have no period for is not_found; a business with no chart of accounts is books_not_set_up.","tags":["periods"],"security":[{"bearerAuth":["periods:read"]}],"parameters":[{"name":"id","in":"path","required":true,"schema":{"type":"string","pattern":"^\\d{4}-(0[1-9]|1[0-2])$"},"description":"The period's month, YYYY-MM."},{"name":"If-None-Match","in":"header","required":false,"schema":{"type":"string"},"description":"An `ETag` from an earlier response; the answer is 304 with no body while it still matches."}],"responses":{"200":{"description":"Retrieve an accounting period","headers":{"Request-Id":{"schema":{"type":"string"}},"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"Cache-Control":{"schema":{"type":"string","const":"private, no-cache"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/Period"}}}},"304":{"description":"Not modified: `If-None-Match` still matches the current `ETag`.","headers":{"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited. Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/periods/{id}/close":{"post":{"operationId":"periods.close","summary":"Close an accounting period","description":"Closes a month (`id`, YYYY-MM) so nothing more posts into it: the month-end close. Runs the pre-close checklist first and refuses the close as a conflict when a check fails, naming each failed check in `details` (fix them, then close again; a person can close over a failed check only in Cynco). A month with nothing posted is unprocessable. At the fiscal year-end it also posts the closing entry that moves profit and loss to retained earnings. Closing a period that is already closed or locked succeeds and changes nothing. `warnings` lists what the close found that did not stop it, such as assets with no depreciation posted for the month: report each to the user. Always held for a person's approval unless the credential executes unattended; the answer is then a proposal.","tags":["periods"],"security":[{"bearerAuth":["periods:write"]}],"parameters":[{"name":"id","in":"path","required":true,"schema":{"type":"string","pattern":"^\\d{4}-(0[1-9]|1[0-2])$"},"description":"The period's month, YYYY-MM."},{"name":"Idempotency-Key","in":"header","required":false,"schema":{"type":"string","minLength":1,"maxLength":255},"description":"Repeat a write safely: the same key with the same request replays the first result for 24 hours, a different request with it is 409."}],"responses":{"200":{"description":"Close an accounting period","headers":{"Request-Id":{"schema":{"type":"string"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/ClosedPeriod"}}}},"202":{"description":"Held for a person to approve in Cynco; nothing has changed yet. Every write may be held: by the key's autonomy, or by the write policy (money above the ceiling, a foreign currency, a sensitive change).","headers":{"Request-Id":{"schema":{"type":"string"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/Proposal"}}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"409":{"description":"A state or duplicate conflict (a duplicate names the existing record in `details[0].existingId`), or an `Idempotency-Key` reused for another request or still in progress.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"422":{"description":"Refused: the period is closed (`period_closed`), a domain rule refused it (`unprocessable`), or the write policy rejected it (`write_rejected`).","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited, or the credential's daily write budget is spent. Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/periods/{id}/reopen":{"post":{"operationId":"periods.reopen","summary":"Reopen an accounting period","description":"Reopens a closed month (`id`, YYYY-MM) so corrections can post into it, recording `reason` (5 to 500 characters) in the period's audit trail. Deletes the month's final trial balance and, at a fiscal year-end, reverses the closing entry. When a later month is also closed it is a conflict unless `acknowledgeLaterPeriods` is true, which deletes the later months' final trial balances too (each is taken again when it closes). A locked month, or one under a locked later month, is a conflict: periods.unlock it first. A month under a closed fiscal year-end is a conflict: reopen the year-end first. Reopening an open period succeeds and changes nothing. Always held for a person's approval unless the credential executes unattended.","tags":["periods"],"security":[{"bearerAuth":["periods:write"]}],"parameters":[{"name":"id","in":"path","required":true,"schema":{"type":"string","pattern":"^\\d{4}-(0[1-9]|1[0-2])$"},"description":"The period's month, YYYY-MM."},{"name":"Idempotency-Key","in":"header","required":false,"schema":{"type":"string","minLength":1,"maxLength":255},"description":"Repeat a write safely: the same key with the same request replays the first result for 24 hours, a different request with it is 409."}],"requestBody":{"required":true,"content":{"application/json":{"schema":{"type":"object","properties":{"reason":{"type":"string","maxLength":500},"acknowledgeLaterPeriods":{"type":"boolean"}},"required":["reason"],"additionalProperties":false}}}},"responses":{"200":{"description":"Reopen an accounting period","headers":{"Request-Id":{"schema":{"type":"string"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/Period"}}}},"202":{"description":"Held for a person to approve in Cynco; nothing has changed yet. 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Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/periods/{id}/lock":{"post":{"operationId":"periods.lock","summary":"Lock an accounting period","description":"Locks a closed month (`id`, YYYY-MM) so it cannot be reopened until periods.unlock, for a month whose figures are final (filed or audited). An optional `reason` (up to 500 characters) is recorded in the period's audit trail. A month that is not closed is a conflict: periods.close it first. Locking a locked period succeeds and changes nothing. Always held for a person's approval unless the credential executes unattended.","tags":["periods"],"security":[{"bearerAuth":["periods:write"]}],"parameters":[{"name":"id","in":"path","required":true,"schema":{"type":"string","pattern":"^\\d{4}-(0[1-9]|1[0-2])$"},"description":"The period's month, YYYY-MM."},{"name":"Idempotency-Key","in":"header","required":false,"schema":{"type":"string","minLength":1,"maxLength":255},"description":"Repeat a write safely: the same key with the same request replays the first result for 24 hours, a different request with it is 409."}],"requestBody":{"required":true,"content":{"application/json":{"schema":{"type":"object","properties":{"reason":{"type":"string","minLength":1,"maxLength":500}},"required":["id"],"additionalProperties":false}}}},"responses":{"200":{"description":"Lock an accounting period","headers":{"Request-Id":{"schema":{"type":"string"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/Period"}}}},"202":{"description":"Held for a person to approve in Cynco; nothing has changed yet. Every write may be held: by the key's autonomy, or by the write policy (money above the ceiling, a foreign currency, a sensitive change).","headers":{"Request-Id":{"schema":{"type":"string"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/Proposal"}}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"409":{"description":"A state or duplicate conflict (a duplicate names the existing record in `details[0].existingId`), or an `Idempotency-Key` reused for another request or still in progress.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"422":{"description":"Refused: the period is closed (`period_closed`), a domain rule refused it (`unprocessable`), or the write policy rejected it (`write_rejected`).","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited, or the credential's daily write budget is spent. 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Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/periods/{id}/unlock":{"post":{"operationId":"periods.unlock","summary":"Unlock an accounting period","description":"Unlocks a locked month (`id`, YYYY-MM), recording `reason` (5 to 500 characters) in the period's audit trail. The month stays closed; periods.reopen it to post corrections. Unlocking a period that is not locked succeeds and changes nothing. Always held for a person's approval unless the credential executes unattended.","tags":["periods"],"security":[{"bearerAuth":["periods:write"]}],"parameters":[{"name":"id","in":"path","required":true,"schema":{"type":"string","pattern":"^\\d{4}-(0[1-9]|1[0-2])$"},"description":"The period's month, YYYY-MM."},{"name":"Idempotency-Key","in":"header","required":false,"schema":{"type":"string","minLength":1,"maxLength":255},"description":"Repeat a write safely: the same key with the same request replays the first result for 24 hours, a different request with it is 409."}],"requestBody":{"required":true,"content":{"application/json":{"schema":{"type":"object","properties":{"reason":{"type":"string","maxLength":500}},"required":["reason"],"additionalProperties":false}}}},"responses":{"200":{"description":"Unlock an accounting period","headers":{"Request-Id":{"schema":{"type":"string"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/Period"}}}},"202":{"description":"Held for a person to approve in Cynco; nothing has changed yet. Every write may be held: by the key's autonomy, or by the write policy (money above the ceiling, a foreign currency, a sensitive change).","headers":{"Request-Id":{"schema":{"type":"string"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/Proposal"}}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"409":{"description":"A state or duplicate conflict (a duplicate names the existing record in `details[0].existingId`), or an `Idempotency-Key` reused for another request or still in progress.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"422":{"description":"Refused: the period is closed (`period_closed`), a domain rule refused it (`unprocessable`), or the write policy rejected it (`write_rejected`).","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited, or the credential's daily write budget is spent. 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Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/company":{"get":{"operationId":"company.retrieve","summary":"Retrieve the company profile","description":"Returns this business's own company profile, as its company settings page shows it. A company (`tenantType: client`) gets its facts (trading and legal name, registration, tax identification number, entity type, industry and industry code, jurisdiction, incorporation date, fiscal year end, time zone, primary currency, address, contact number), where each value came from (`factSources`), its e-invoice supplier address when it files e-invoices, how it earns and operates (`businessProfile`) and its logo. An accounting firm (`tenantType: accountingFirm`) gets its firm record. Takes no arguments. For the charts of accounts use chart_of_accounts_list.","tags":["company"],"security":[{"bearerAuth":["company:read"]}],"parameters":[{"name":"If-None-Match","in":"header","required":false,"schema":{"type":"string"},"description":"An `ETag` from an earlier response; the answer is 304 with no body while it still matches."}],"responses":{"200":{"description":"Retrieve the company profile","headers":{"Request-Id":{"schema":{"type":"string"}},"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"Cache-Control":{"schema":{"type":"string","const":"private, no-cache"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/Company"}}}},"304":{"description":"Not modified: `If-None-Match` still matches the current `ETag`.","headers":{"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited. Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/audit-events":{"get":{"operationId":"audit-events.list","summary":"List audit events","description":"Lists the business's accounting audit log, newest first: who posted, voided or approved journal entries, closed or locked periods, changed the chart of accounts, posted, removed or reconciled bank lines, restated fixed assets, changed claims or payout settings, and when. For one record's history pass `entityType` and `entityId` (e.g. journal_entry and its id, or period and its month). `actorId` narrows to one actor (a user's id), `action` to a comma list of actions, `createdFrom`/`createdTo` to a window (RFC 3339 instants, both inclusive). Events about banking, claims or payouts are listed only to a user whose role sees those pages. 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Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/members":{"get":{"operationId":"members.list","summary":"List team members","description":"Lists the people on this business's team, as the Team page in Settings shows them: each member's user `id`, `username`, `nickname`, `email`, `role` (mainAdmin is the owner), `title`, whether they are active, when they joined and when they last signed in. Inactive members are included; `isActive` is false when their membership or their account is switched off. Sorted by `username` by default, or `joinedAt`, with cursor pagination: pass `nextCursor` back as `cursor` with the same `sort` until `hasMore` is false. Only an owner or admin may read the team.","tags":["members"],"security":[{"bearerAuth":["members:read"]}],"parameters":[{"name":"limit","in":"query","required":false,"schema":{"default":25,"type":"integer","minimum":1,"maximum":100}},{"name":"cursor","in":"query","required":false,"schema":{"type":"string","minLength":1,"maxLength":4096}},{"name":"sort","in":"query","required":false,"schema":{"default":"username","type":"string","enum":["username","-username","joinedAt","-joinedAt"]}},{"name":"If-None-Match","in":"header","required":false,"schema":{"type":"string"},"description":"An `ETag` from an earlier response; the answer is 304 with no body while it still matches."}],"responses":{"200":{"description":"List team members","headers":{"Request-Id":{"schema":{"type":"string"}},"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"Cache-Control":{"schema":{"type":"string","const":"private, no-cache"}},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"type":"object","properties":{"object":{"type":"string","const":"list"},"data":{"type":"array","items":{"$ref":"#/components/schemas/Member"}},"hasMore":{"type":"boolean"},"nextCursor":{"type":["string","null"]}},"required":["object","data","hasMore","nextCursor"],"additionalProperties":false}}}},"304":{"description":"Not modified: `If-None-Match` still matches the current `ETag`.","headers":{"ETag":{"schema":{"type":"string"},"description":"Weak ETag of the body; send it back as `If-None-Match`."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}}},"400":{"description":"The request is invalid; `error.details` names each field.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"401":{"description":"Missing, malformed, revoked or expired credential.","headers":{"Request-Id":{"schema":{"type":"string"}},"WWW-Authenticate":{"schema":{"type":"string"},"description":"`Bearer resource_metadata=...`, pointing at the OAuth protected-resource metadata."}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"403":{"description":"The credential lacks the scope or the acting user's role lacks the permission, the key is suspended, or the plan excludes API access.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"404":{"description":"No such resource in this tenant.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"429":{"description":"Rate limited. Retry after the `Retry-After` header.","headers":{"Request-Id":{"schema":{"type":"string"}},"Retry-After":{"schema":{"type":"integer"},"description":"Seconds until the window resets."},"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"},"RateLimit-Policy":{"$ref":"#/components/headers/RateLimit-Policy"},"RateLimit":{"$ref":"#/components/headers/RateLimit"}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"500":{"description":"Internal error.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}},"503":{"description":"A dependency is unavailable. Retry later.","headers":{"Request-Id":{"schema":{"type":"string"}}},"content":{"application/json":{"schema":{"$ref":"#/components/schemas/OperationError"}}}}}}},"/einvoice/status":{"get":{"operationId":"einvoice.status","summary":"Get e-invoicing status","description":"Reports whether this business can file e-invoices, and how its filings have gone, as the E-invoice credentials page holds them. For each environment (`sandbox` for test filings, `production` for real ones; both always listed): whether active credentials are held, the credentials' client ID masked as the page shows it, when they were added and last used, when the e-invoicing system last took a filing, and the filing attempts counted by status. Counts are attempts, not documents: a document rejected, corrected and filed again counts once per attempt, invoices and credit or debit notes alike, and `totalSubmissions` is the sum of the accepted, rejected, in-flight, failed and cancelled counts. 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With `failed`, no further send is owed, and the kind says what the authority may hold: after `retryable`, `duplicate` or `abandoned` the document may have reached it (see `unconfirmed`); after `permanent`, `throttled`, `unsendable`, `not-received` or `portal-settled` nothing from the attempt is held there, so the invoice can be corrected and filed again, or voided."},"unconfirmed":{"type":"boolean","description":"True when a failed send in this environment may have reached the authority and nothing has settled it yet: no later accepted filing and no answer from the authority. 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Null: the line takes the invoice's defaultTaxRate.","type":["number","null"]},"taxCode":{"type":["string","null"]},"unitOfMeasure":{"type":["string","null"]},"isTaxExempt":{"type":"boolean"},"itemId":{"type":["string","null"]}},"required":["name","description","quantity","unitPrice","discountPercent","discountAmount","taxRate","taxCode","unitOfMeasure","isTaxExempt","itemId"],"additionalProperties":false}},"defaultTaxRate":{"type":"number","description":"Percent, for every line with no taxRate of its own."},"totalAmount":{"anyOf":[{"type":"string","pattern":"^(?!-0(\\.0+)?$)-?(0|[1-9]\\d{0,12})(\\.\\d{1,2})?$","format":"decimal","x-cynco-money":true},{"type":"null"}],"description":"What each generated invoice comes to."},"paymentTerms":{"description":"Sets each invoice's due date: `Net 30`, `Due on receipt`.","type":["string","null"]},"memo":{"type":["string","null"]},"autoFinalize":{"type":"boolean","description":"Each generated invoice is finalized, posting it to the ledger; otherwise it is left a draft."},"autoSend":{"type":"boolean","description":"Each finalized invoice is emailed to customerEmail when it is generated."},"totalGenerated":{"type":"integer","minimum":-9007199254740991,"maximum":9007199254740991,"description":"Invoices generated so far."},"lastGeneratedAt":{"anyOf":[{"type":"string","format":"date-time"},{"type":"null"}]},"lastGeneratedInvoiceId":{"description":"The invoice the last run generated; invoices.retrieve reads it.","type":["string","null"]},"createdAt":{"type":"string","format":"date-time"},"updatedAt":{"type":"string","format":"date-time"}},"required":["id","status","frequency","dayOfMonth","dayOfWeek","startDate","endDate","nextGenerationDate","billedThroughDate","settledThroughDate","customerId","customerName","customerEmail","currency","lineItems","defaultTaxRate","totalAmount","paymentTerms","memo","autoFinalize","autoSend","totalGenerated","lastGeneratedAt","lastGeneratedInvoiceId","createdAt","updatedAt"],"additionalProperties":false},"CreatedRecurringInvoice":{"type":"object","properties":{"id":{"type":"string"},"status":{"type":"string","enum":["active","paused","expired","cancelled"],"description":"active: generates on nextGenerationDate. paused: generates nothing until resumed. expired: ran past its endDate. cancelled: stopped for good. expired and cancelled are final."},"frequency":{"type":"string","enum":["weekly","biweekly","monthly","quarterly","semiannually","annually"]},"dayOfMonth":{"anyOf":[{"type":"integer","minimum":-9007199254740991,"maximum":9007199254740991},{"type":"null"}],"description":"The day a monthly-or-longer schedule runs on, clamped in a short month; null runs on startDate's day."},"dayOfWeek":{"anyOf":[{"type":"integer","minimum":-9007199254740991,"maximum":9007199254740991},{"type":"null"}],"description":"The weekday a weekly or biweekly schedule runs on, 0 Sunday to 6 Saturday; null runs every 7 or 14 days from startDate."},"startDate":{"type":"string","format":"date"},"endDate":{"anyOf":[{"type":"string","format":"date"},{"type":"null"}],"description":"The last day it may generate on; null never ends."},"nextGenerationDate":{"type":"string","format":"date","description":"The date of the next invoice it generates. 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