Budgets & Ausgaben

Budgets, Transaktionen, Kosten, Steuern und Bankkonten — Ausgaben verfolgen und automatisch abgleichen.

Budget

Endpoints

GET	/budgets	Ruft die Sammlung der Budget-Ressourcen ab.
POST	/budgets	Erstellt eine Budget-Ressource.
GET	/budgets/{id}	Ruft eine Budget-Ressource ab.
PATCH	/budgets/{id}	Aktualisiert die Budget-Ressource.
DELETE	/budgets/{id}	Entfernt die Budget-Ressource.
POST	/budgets/{id}/copy-plan-from-year	Erstellt eine Budget-Ressource.
GET	/budgets/{id}/employee-pnl	Ruft eine Budget-Ressource ab.
PUT	/budgets/{id}/plan	Ersetzt die Budget-Ressource.
GET	/budgets/{id}/pnl-by-tags	Ruft eine Budget-Ressource ab.
GET	/budgets/{id}/pnl-by-tags-drilldown	Ruft eine Budget-Ressource ab.

Schemafelder

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

Budgettransaktion

Endpoints

GET	/budget-transactions	Ruft die Sammlung der BudgetTransaction-Ressourcen ab.
POST	/budget-transactions	Erstellt eine BudgetTransaction-Ressource.
GET	/budget-transactions/{id}	Ruft eine BudgetTransaction-Ressource ab.
PATCH	/budget-transactions/{id}	Aktualisiert die BudgetTransaction-Ressource.
DELETE	/budget-transactions/{id}	Entfernt die BudgetTransaction-Ressource.

Schemafelder

Feld	Typ	Beschreibung
budget*	string (iri-reference)
transaction*	string (iri-reference)
employee	string,null (iri-reference)
amount	numbernull

Budgetgruppe

Endpoints

GET	/budget-groups	Ruft die Sammlung der BudgetGroup-Ressourcen ab.
POST	/budget-groups	Erstellt eine BudgetGroup-Ressource.
GET	/budget-groups/{id}	Ruft eine BudgetGroup-Ressource ab.
PATCH	/budget-groups/{id}	Aktualisiert die BudgetGroup-Ressource.
DELETE	/budget-groups/{id}	Entfernt die BudgetGroup-Ressource.

Schemafelder

Feld	Typ	Beschreibung
name*	string

Kosten

Endpoints

GET	/contractors	Ruft die Sammlung der Cost-Ressourcen ab.
POST	/contractors	Erstellt eine Cost-Ressource.
GET	/contractors/{id}	Ruft eine Cost-Ressource ab.
PATCH	/contractors/{id}	Aktualisiert die Cost-Ressource.
DELETE	/contractors/{id}	Entfernt die Cost-Ressource.
POST	/contractors/nip-validation	Erstellt eine Cost-Ressource.
GET	/contractors/search	Ruft die Sammlung der Cost-Ressourcen ab.
GET	/costs	Ruft die Sammlung der Cost-Ressourcen ab.
POST	/costs	Erstellt eine Cost-Ressource.
GET	/costs/{id}	Ruft eine Cost-Ressource ab.
PATCH	/costs/{id}	Aktualisiert die Cost-Ressource.
GET	/costs/{id}/documents	Ruft eine Cost-Ressource ab.
GET	/costs/payment-due/{date}	Get by path parameters
GET	/suppliers	Ruft die Sammlung der Cost-Ressourcen ab.
POST	/suppliers	Erstellt eine Cost-Ressource.
GET	/suppliers/{id}	Ruft eine Cost-Ressource ab.
PATCH	/suppliers/{id}	Aktualisiert die Cost-Ressource.
DELETE	/suppliers/{id}	Entfernt die Cost-Ressource.
POST	/suppliers/nip-validation	Erstellt eine Cost-Ressource.
GET	/suppliers/search	Ruft die Sammlung der Cost-Ressourcen ab.

Transaktion

Endpoints

GET	/transactions	Ruft die Sammlung der Transaction-Ressourcen ab.
POST	/transactions	Erstellt eine Transaction-Ressource.
GET	/transactions/{id}	Ruft eine Transaction-Ressource ab.
PATCH	/transactions/{id}	Aktualisiert die Transaction-Ressource.
DELETE	/transactions/{id}	Entfernt die Transaction-Ressource.
GET	/transactions/{id}/suggestions	Ruft die Sammlung der Transaction-Ressourcen ab.
POST	/transactions/{id}/suggestions/{suggestionId}/apply	Erstellt eine Transaction-Ressource.
POST	/transactions/import	Erstellt eine Transaction-Ressource.
GET	/transactions/search	Ruft die Sammlung der Transaction-Ressourcen ab.
GET	/transactions/unassigned	Ruft die Sammlung der Transaction-Ressourcen ab.
GET	/transactions/with-problems	Ruft die Sammlung der Transaction-Ressourcen ab.

Schemafelder

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

Bankkonto

Endpoints

GET	/bank-accounts	Ruft die Sammlung der BankAccount-Ressourcen ab.
POST	/bank-accounts	Erstellt eine BankAccount-Ressource.
GET	/bank-accounts/{id}	Ruft eine BankAccount-Ressource ab.
PATCH	/bank-accounts/{id}	Aktualisiert die BankAccount-Ressource.
DELETE	/bank-accounts/{id}	Entfernt die BankAccount-Ressource.

Schemafelder

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

Steuergruppe

Endpoints

GET	/tax-groups	Ruft die Sammlung der TaxGroup-Ressourcen ab.
POST	/tax-groups	Erstellt eine TaxGroup-Ressource.
GET	/tax-groups/{id}	Ruft eine TaxGroup-Ressource ab.
PATCH	/tax-groups/{id}	Aktualisiert die TaxGroup-Ressource.

Schemafelder

Feld	Typ	Beschreibung
name*	string
isDefault	boolean

Währung

Endpoints

GET	/currencies	Ruft die Sammlung der Currency-Ressourcen ab.
GET	/currencies/{!sourceCurrency}/rates/{!targetCurrency}/{date}	Ruft die Sammlung der Currency-Ressourcen ab.
GET	/currencies/{id}	Ruft eine Currency-Ressource ab.

Schemafelder

Feld	Typ	Beschreibung
id*	string

Anfangsbudget

Endpoints

GET	/initial-budgets	Ruft die Sammlung der InitialBudget-Ressourcen ab.
POST	/initial-budgets	Erstellt eine InitialBudget-Ressource.
GET	/initial-budgets/{id}	Ruft eine InitialBudget-Ressource ab.
PATCH	/initial-budgets/{id}	Aktualisiert die InitialBudget-Ressource.
DELETE	/initial-budgets/{id}	Entfernt die InitialBudget-Ressource.
POST	/initial-budgets/{id}/analyze-sheet	Parse a budget spreadsheet into Budzet wstepny candidates. Persists nothing.
POST	/initial-budgets/{id}/apply-sheet-rows	Write the Budzet wstepny lines the operator confirmed after previewing a spreadsheet.
GET	/initial-budgets/{id}/contract-comparison	Ruft eine InitialBudget-Ressource ab.
GET	/initial-budgets/{id}/contract-comparison/{tagDefinitionId}/breakdown	Ruft eine InitialBudget-Ressource ab.

Schemafelder

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

Anfangsbudgetposten

Endpoints

GET	/initial-budget-items	Ruft die Sammlung der InitialBudgetItem-Ressourcen ab.
POST	/initial-budget-items	Erstellt eine InitialBudgetItem-Ressource.
GET	/initial-budget-items/{id}	Ruft eine InitialBudgetItem-Ressource ab.
PATCH	/initial-budget-items/{id}	Aktualisiert die InitialBudgetItem-Ressource.
DELETE	/initial-budget-items/{id}	Entfernt die InitialBudgetItem-Ressource.

Schemafelder

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

Budgetperiode

Endpoints

GET	/budget-periods	Ruft die Sammlung der BudgetPeriod-Ressourcen ab.
POST	/budget-periods	Erstellt eine BudgetPeriod-Ressource.
GET	/budget-periods/{id}	Ruft eine BudgetPeriod-Ressource ab.
PATCH	/budget-periods/{id}	Aktualisiert die BudgetPeriod-Ressource.
DELETE	/budget-periods/{id}	Entfernt die BudgetPeriod-Ressource.

Schemafelder

Feld	Typ	Beschreibung
id	string
periodKey	string
baseAmount	stringnull
linearGrowth	stringnull
exponentialGrowthBps	integernull
unitGrowth	stringnull
plannedIncome	stringnull

Budget-Mitarbeiter

Endpoints

GET	/budget-employees	Ruft die Sammlung der BudgetEmployee-Ressourcen ab.
POST	/budget-employees	Erstellt eine BudgetEmployee-Ressource.
GET	/budget-employees/{id}	Ruft eine BudgetEmployee-Ressource ab.
PATCH	/budget-employees/{id}	Aktualisiert die BudgetEmployee-Ressource.
DELETE	/budget-employees/{id}	Entfernt die BudgetEmployee-Ressource.

Schemafelder

Feld	Typ	Beschreibung
id	string
budget*	object
employee*	string (iri-reference)
position	string
positionName	string

Budget-Vertrag

Endpoints

GET	/budget-contracts	Ruft die Sammlung der BudgetContract-Ressourcen ab.
POST	/budget-contracts	Erstellt eine BudgetContract-Ressource.
GET	/budget-contracts/{id}	Ruft eine BudgetContract-Ressource ab.
DELETE	/budget-contracts/{id}	Entfernt die BudgetContract-Ressource.

Schemafelder

Feld	Typ	Beschreibung
id	string
contract	string (iri-reference)

Budget-Auftragnehmer

Endpoints

GET	/budget-contractors	Ruft die Sammlung der BudgetContractor-Ressourcen ab.
POST	/budget-contractors	Erstellt eine BudgetContractor-Ressource.
GET	/budget-contractors/{id}	Ruft eine BudgetContractor-Ressource ab.
DELETE	/budget-contractors/{id}	Entfernt die BudgetContractor-Ressource.

Schemafelder

Feld	Typ	Beschreibung
budget*	string (iri-reference)
contractor*	string (iri-reference)

Budget-Rechnung

Endpoints

GET	/budget-invoices	Ruft die Sammlung der BudgetInvoice-Ressourcen ab.
POST	/budget-invoices	Erstellt eine BudgetInvoice-Ressource.
GET	/budget-invoices/{id}	Ruft eine BudgetInvoice-Ressource ab.
DELETE	/budget-invoices/{id}	Entfernt die BudgetInvoice-Ressource.

Schemafelder

Feld	Typ	Beschreibung
budget*	string (iri-reference)
invoice*	string (iri-reference)
amountNet	stringnull

Budget-Projekt

Endpoints

GET	/budget-projects	Ruft die Sammlung der BudgetProject-Ressourcen ab.
POST	/budget-projects	Erstellt eine BudgetProject-Ressource.
GET	/budget-projects/{id}	Ruft eine BudgetProject-Ressource ab.
DELETE	/budget-projects/{id}	Entfernt die BudgetProject-Ressource.

Schemafelder

Feld	Typ	Beschreibung
id	string
budget*	object
project*	string (iri-reference)
createdAt	string (date-time)

Budget-Aktivitätsposten

Endpoints

GET

/budget-activity

Schemafelder

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

Budget-Warnposten

Endpoints

GET

/budget-alerts

Schemafelder

Feld	Typ	Beschreibung
key	string
type	string
severity	string
title	string
description	string
period	stringnull
dismissed	boolean

Kostengruppe

Endpoints

GET	/cost-groups	Ruft die Sammlung der CostGroup-Ressourcen ab.
POST	/cost-groups	Erstellt eine CostGroup-Ressource.
GET	/cost-groups/{id}	Get cost group chart
PATCH	/cost-groups/{id}	Aktualisiert die CostGroup-Ressource.
GET	/cost-groups/{id}/chart	Get cost group chart
POST	/cost-groups/{id}/merge	Merge cost groups
POST	/cost-groups/assign-icons-ai	Assign cost group icons via AI
GET	/cost-groups/chart	Get cost groups chart

Schemafelder

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

Steuerregel

Endpoints

GET	/tax-rules	Ruft die Sammlung der TaxRule-Ressourcen ab.
POST	/tax-rules	Erstellt eine TaxRule-Ressource.
GET	/tax-rules/{id}	Ruft eine TaxRule-Ressource ab.
PATCH	/tax-rules/{id}	Aktualisiert die TaxRule-Ressource.
DELETE	/tax-rules/{id}	Entfernt die TaxRule-Ressource.

Schemafelder

Feld	Typ	Beschreibung
id	string
country*	string (iri-reference)
taxAmount*	string

Bank

Endpoints

GET	/banks	Ruft die Sammlung der Bank-Ressourcen ab.
POST	/banks	Erstellt eine Bank-Ressource.
GET	/banks/{id}	Ruft eine Bank-Ressource ab.
PATCH	/banks/{id}	Aktualisiert die Bank-Ressource.

Schemafelder

Feld	Typ	Beschreibung
name	string
swift*	string

Transaktionsanhang

Endpoints

GET	/transaction-attachments	Ruft die Sammlung der TransactionAttachment-Ressourcen ab.
POST	/transaction-attachments	Erstellt eine TransactionAttachment-Ressource.
GET	/transaction-attachments/{id}	Ruft eine TransactionAttachment-Ressource ab.
PATCH	/transaction-attachments/{id}	Aktualisiert die TransactionAttachment-Ressource.
DELETE	/transaction-attachments/{id}	Entfernt die TransactionAttachment-Ressource.
POST	/transaction-attachments/{id}/apply-suggestion	Erstellt eine TransactionAttachment-Ressource.
POST	/transaction-attachments/{id}/apply-supplier-suggestion	Erstellt eine TransactionAttachment-Ressource.
POST	/transaction-attachments/{id}/approve	Erstellt eine TransactionAttachment-Ressource.
POST	/transaction-attachments/{id}/cascade-preview	Erstellt eine TransactionAttachment-Ressource.
POST	/transaction-attachments/{id}/detach	Erstellt eine TransactionAttachment-Ressource.
GET	/transaction-attachments/{id}/documents	Ruft eine TransactionAttachment-Ressource ab.
POST	/transaction-attachments/{id}/manual-match	Erstellt eine TransactionAttachment-Ressource.
POST	/transaction-attachments/{id}/mark-manual-paid	Erstellt eine TransactionAttachment-Ressource.
GET	/transaction-attachments/{id}/match-candidates	Ruft die Sammlung der TransactionAttachment-Ressourcen ab.
POST	/transaction-attachments/{id}/prefill-project-allocations	Erstellt eine TransactionAttachment-Ressource.
POST	/transaction-attachments/{id}/prefill-project-allocations-by-cascade	Erstellt eine TransactionAttachment-Ressource.
POST	/transaction-attachments/{id}/prefill-project-allocations-by-meter	Erstellt eine TransactionAttachment-Ressource.
POST	/transaction-attachments/{id}/reject	Erstellt eine TransactionAttachment-Ressource.
POST	/transaction-attachments/{id}/replace-project-allocations	Erstellt eine TransactionAttachment-Ressource.
POST	/transaction-attachments/{id}/settle-without-transaction	Erstellt eine TransactionAttachment-Ressource.
POST	/transaction-attachments/{id}/submit-for-approval	Erstellt eine TransactionAttachment-Ressource.
GET	/transaction-attachments/{id}/suggestions	Ruft die Sammlung der TransactionAttachment-Ressourcen ab.
GET	/transaction-attachments/{id}/suggestions-debug	Ruft eine TransactionAttachment-Ressource ab.
POST	/transaction-attachments/{id}/suggestions/{suggestionId}/apply	Erstellt eine TransactionAttachment-Ressource.
POST	/transaction-attachments/{id}/suggestions/accept-all	Erstellt eine TransactionAttachment-Ressource.
POST	/transaction-attachments/{id}/unlink-transaction	Erstellt eine TransactionAttachment-Ressource.
POST	/transaction-attachments/{id}/unmark-manual-paid	Erstellt eine TransactionAttachment-Ressource.
POST	/transaction-attachments/{id}/unsettle-without-transaction	Erstellt eine TransactionAttachment-Ressource.
POST	/transaction-attachments/{id}/withdraw-approval	Erstellt eine TransactionAttachment-Ressource.
POST	/transaction-attachments/create	Erstellt eine TransactionAttachment-Ressource.
POST	/transaction-attachments/create-base64	Erstellt eine TransactionAttachment-Ressource.
POST	/transaction-attachments/create-without-document	Erstellt eine TransactionAttachment-Ressource.
GET	/transaction-attachments/pending-approval	Ruft die Sammlung der TransactionAttachment-Ressourcen ab.
GET	/transaction-attachments/search	Ruft die Sammlung der TransactionAttachment-Ressourcen ab.

Schemafelder

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

Rechnungsposition des Transaktionsanhangs

Endpoints

POST	/transaction-attachment-invoice-lines	Erstellt eine TransactionAttachmentInvoiceLine-Ressource.
PATCH	/transaction-attachment-invoice-lines/{id}	Aktualisiert die TransactionAttachmentInvoiceLine-Ressource.
DELETE	/transaction-attachment-invoice-lines/{id}	Entfernt die TransactionAttachmentInvoiceLine-Ressource.

Schemafelder

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