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Cash flow: inflow / outflow decomposition + projected balance line

GET
/reports/cash-flow
curl --request GET \
--url 'https://api.tovarifinancial.com/reports/cash-flow?preset=this_month&start=2026-07&end=2026-07' \
--header 'Authorization: Bearer <token>'

The ONE forward-looking report (KAN-678): it alone resolves through selectReportMode(..., { allowFuture: true }), so it alone accepts the next_* presets and a custom range reaching up to 12 months past the current month (an out-of-horizon end is a 400 here, not clamped). Defaults to last_6_months. Inflow and outflow split by SIGN and exclude transfer legs; the actual balance line is a daily reconstruction that deliberately does NOT exclude them, so it foots to the account balance. A projected line is added only when the period reaches the current month. NO budgetOnly — the handler does not read it. ACCOUNT SCOPE: unlike every sibling report, omitting accountIds here does NOT mean all accounts — it means the Safe-to-Spend pool, resolved server-side and applied to all six reads (both KPIs, both top-8 lists, the balance reconstruction and the bills projection) so the actual and projected halves of the chart always range over one account set. An explicit accountIds overrides that verbatim. The applied scope is echoed as accountScope + scopedAccountCount.

preset
string
Allowed values: this_month last_month last_3_months last_6_months ytd last_year next_3_months next_6_months next_12_months

Range preset (mutually exclusive with start/end). Includes the forward-looking next_* values, which every other report rejects as unknown.

start

Month, ‘YYYY-MM’

string
Example
2026-07

Range start month ‘YYYY-MM’

end

Month, ‘YYYY-MM’

string
Example
2026-07

Range end month ‘YYYY-MM’. May reach at most 12 months past the current month.

accountIds
string

Comma-separated account UUIDs to scope the report to. Honoured VERBATIM when present — the explicit list overrides the default scope entirely and is never intersected with it, so naming an account that is excluded from Safe to Spend returns that account’s figures. OMITTING it (or sending an empty value) does NOT mean all accounts on this operation: the server resolves the Safe-to-Spend pool (active accounts with include_in_safe_to_spend = TRUE, possibly none) and every figure in the response ranges over exactly that set. Read accountScope / scopedAccountCount on the response to see which scope was actually applied. A malformed value is rejected with 400 — it is never dropped to an unfiltered report.

Cash-flow report

Media typeapplication/json
object
data
required
object
accountScope

The EFFECTIVE account scope every figure in this response was computed over — emitted on every 200, including an empty pool. ‘safe_to_spend’: no accountIds were sent and the server resolved the Safe-to-Spend pool (active accounts with include_in_safe_to_spend = TRUE). ‘explicit’: the caller’s accountIds were honoured verbatim. Clients must render the scope from this value rather than re-deriving it from what they think they sent — a dropped parameter is otherwise undetectable.

string
Allowed values: safe_to_spend explicit
scopedAccountCount

How many ACTIVE accounts the reads actually ranged over, on both paths. Not the number of ids requested: a request naming a closed or foreign account reports the smaller, honest number. 0 is legitimate on BOTH paths — with accountScope “safe_to_spend” it means no spendable accounts are configured (a zeroed 200, never an error); with “explicit” it means the requested filter matched no active account. No account id array is ever echoed.

integer
key
additional properties
any
message
string
requestId
required
string
timestamp
required
string format: date-time
Example
{
"data": {
"accountScope": "safe_to_spend"
}
}

Validation failed — see errorCode / fieldErrors

Media typeapplication/json
object
errorCode
required

Machine-readable error code (AUTH_ERROR_CODES).

string
Allowed values: INVALID_EMAIL_FORMAT USER_ALREADY_EXISTS ORG_NAME_TAKEN INVALID_INVITE_CODE WRONG_PASSWORD USER_NOT_FOUND AUTHENTICATION_FAILED EXPIRED_CODE INVALID_CODE INVALID_PASSWORD VALIDATION_ERROR SIGNUP_FAILED DATABASE_ERROR SERVICE_UNAVAILABLE PLAID_ERROR IDEMPOTENCY_CONFLICT ACCOUNT_ALREADY_LINKED NOT_FOUND
message
required
string
fieldErrors

Optional field-level validation errors, keyed by field name.

object
key
additional properties
Array<string>
requestId
required
string
timestamp
required
string format: date-time
Example
{
"errorCode": "INVALID_EMAIL_FORMAT"
}

Missing, invalid, or expired bearer token

Media typeapplication/json
object
errorCode
required

Machine-readable error code (AUTH_ERROR_CODES).

string
Allowed values: INVALID_EMAIL_FORMAT USER_ALREADY_EXISTS ORG_NAME_TAKEN INVALID_INVITE_CODE WRONG_PASSWORD USER_NOT_FOUND AUTHENTICATION_FAILED EXPIRED_CODE INVALID_CODE INVALID_PASSWORD VALIDATION_ERROR SIGNUP_FAILED DATABASE_ERROR SERVICE_UNAVAILABLE PLAID_ERROR IDEMPOTENCY_CONFLICT ACCOUNT_ALREADY_LINKED NOT_FOUND
message
required
string
fieldErrors

Optional field-level validation errors, keyed by field name.

object
key
additional properties
Array<string>
requestId
required
string
timestamp
required
string format: date-time
Example
{
"errorCode": "INVALID_EMAIL_FORMAT"
}

Authenticated, but the tenant gate refuses the request until the caller resolves a precondition. errorCode is one of EMAIL_NOT_VERIFIED, POLICY_ACCEPTANCE_REQUIRED, or SUBSCRIPTION_REQUIRED, evaluated in exactly that order (contract term CCR-1: email verification first, then policy acceptance, then subscription — so a subscriber who has merely not re-accepted the current policies always sees POLICY_ACCEPTANCE_REQUIRED). A POLICY_ACCEPTANCE_REQUIRED body additionally carries details.outstanding (the policy versions still to accept) and details.firstAcceptance. The SUBSCRIPTION_REQUIRED arm is INERT unless the server-side BILLING_ENABLED flag is exactly the string true; while it is off, only the first two codes are reachable. Not retryable as sent — resolve the named condition, then resend.

Media typeapplication/json
object
errorCode
required

Which precondition refused the request. Evaluated in this order (CCR-1); SUBSCRIPTION_REQUIRED is unreachable while BILLING_ENABLED is not exactly true.

string
Allowed values: EMAIL_NOT_VERIFIED POLICY_ACCEPTANCE_REQUIRED SUBSCRIPTION_REQUIRED
message
required
string
details
object
outstanding
required

Active policy versions the user has not yet accepted.

Array<object>
object
id
required
string format: uuid
policyType
required
string
version
required
integer
title
required
string
firstAcceptance
required

True when the user has accepted no policy before — the client renders the new-signup screen rather than the re-acceptance one.

boolean
requestId
required
string
timestamp
required
string format: date-time
Example
{
"errorCode": "EMAIL_NOT_VERIFIED"
}

Internal error (no internal detail leaked)

Media typeapplication/json
object
errorCode
required

Machine-readable error code (AUTH_ERROR_CODES).

string
Allowed values: INVALID_EMAIL_FORMAT USER_ALREADY_EXISTS ORG_NAME_TAKEN INVALID_INVITE_CODE WRONG_PASSWORD USER_NOT_FOUND AUTHENTICATION_FAILED EXPIRED_CODE INVALID_CODE INVALID_PASSWORD VALIDATION_ERROR SIGNUP_FAILED DATABASE_ERROR SERVICE_UNAVAILABLE PLAID_ERROR IDEMPOTENCY_CONFLICT ACCOUNT_ALREADY_LINKED NOT_FOUND
message
required
string
fieldErrors

Optional field-level validation errors, keyed by field name.

object
key
additional properties
Array<string>
requestId
required
string
timestamp
required
string format: date-time
Example
{
"errorCode": "INVALID_EMAIL_FORMAT"
}

Service temporarily unavailable — errorCode is SERVICE_UNAVAILABLE. A TRANSIENT, RETRYABLE condition rather than a defect in the request: a query that exceeded its time budget, a lost or refused database connection, a saturated connection pool, or an outage at an upstream provider the request depends on (the authentication provider, or the bank data provider on a bank-connection operation). The identical request may succeed on retry — back off briefly and, on a write, resend the same X-Idempotency-Key where the operation accepts one.

Media typeapplication/json
object
errorCode
required

Machine-readable error code (AUTH_ERROR_CODES).

string
Allowed values: INVALID_EMAIL_FORMAT USER_ALREADY_EXISTS ORG_NAME_TAKEN INVALID_INVITE_CODE WRONG_PASSWORD USER_NOT_FOUND AUTHENTICATION_FAILED EXPIRED_CODE INVALID_CODE INVALID_PASSWORD VALIDATION_ERROR SIGNUP_FAILED DATABASE_ERROR SERVICE_UNAVAILABLE PLAID_ERROR IDEMPOTENCY_CONFLICT ACCOUNT_ALREADY_LINKED NOT_FOUND
message
required
string
fieldErrors

Optional field-level validation errors, keyed by field name.

object
key
additional properties
Array<string>
requestId
required
string
timestamp
required
string format: date-time
Example
{
"errorCode": "INVALID_EMAIL_FORMAT"
}