📊 Financial Analytics Module - API Routes Documentation

This document provides a comprehensive overview of all API routes available in the Financial Analytics Module that have been integrated with the InfraNotes API Gateway.

🛣️ Route Configuration Summary

All analytics module routes are configured to route to: https://analytics.infranotes.production

📋 Complete Route Inventory

1. Document Management (/api/documents/*)

Purpose: Document upload, OCR processing, and file management

Method	Endpoint	Description	Rate Limit
POST	/api/documents	Upload new document	50/hr
GET	/api/documents	List user documents	50/hr
GET	/api/documents/{id}	Get specific document	50/hr
DELETE	/api/documents/{id}	Delete document	50/hr
GET	/api/documents/{id}/content	Get document content	50/hr
PATCH	/api/documents/{id}/retention	Set retention date	50/hr
GET	/api/documents/{id}/transactions	Get extracted transactions	50/hr
POST	/api/documents/{id}/process	Reprocess document	50/hr

Features:

• Multi-format document support (PDF, images, CSV)
• OCR text extraction
• Automatic transaction extraction
• Data retention management
• Processing status tracking

2. Transaction Management (/api/transactions/*)

Purpose: Transaction CRUD operations and management

Method	Endpoint	Description	Rate Limit
POST	/api/transactions	Create new transaction	100/hr
GET	/api/transactions/{id}	Get specific transaction	100/hr
PATCH	/api/transactions/{id}/category	Update transaction category	100/hr
POST	/api/transactions/{id}/learn	Learn from categorization correction	100/hr

3. Financial Planning & Budgeting (/api/planning/*)

Purpose: Comprehensive financial planning tools

Planned Expenses

• POST /api/planning/expenses - Create planned expense
• GET /api/planning/expenses - List planned expenses
• GET /api/planning/expenses/{id} - Get specific expense
• PUT /api/planning/expenses/{id} - Update planned expense
• DELETE /api/planning/expenses/{id} - Delete planned expense
• POST /api/planning/expenses/{id}/paid - Mark expense as paid
• GET /api/planning/expenses/upcoming - Get upcoming expenses
• GET /api/planning/expenses/overdue - Get overdue expenses
• GET /api/planning/expenses/recurring - Get recurring expenses

Budget Management

• POST /api/planning/budgets - Create budget
• GET /api/planning/budgets - List budgets
• GET /api/planning/budgets/active - Get active budgets
• GET /api/planning/budgets/{id} - Get specific budget
• PUT /api/planning/budgets/{id} - Update budget
• DELETE /api/planning/budgets/{id} - Delete budget
• GET /api/planning/budgets/{id}/progress - Get budget progress

Scenario Planning

• GET /api/planning/scenarios - List scenarios
• POST /api/planning/scenarios - Create scenario
• GET /api/planning/scenarios/{id} - Get specific scenario
• POST /api/planning/scenarios/{id}/calculate - Calculate scenario

4. Cash Flow Analysis (/api/cashflow/*)

Purpose: Cash flow predictions and analysis

• GET /api/cashflow/predictions - Get predictions for period
• POST /api/cashflow/predictions/generate - Generate new predictions
• GET /api/cashflow/alerts - Get active alerts
• POST /api/cashflow/alerts/{id}/acknowledge - Acknowledge alert
• GET /api/cashflow/recurring/upcoming - Get upcoming recurring
• POST /api/cashflow/recurring/detect - Detect recurring patterns

5. Financial Goals Management (/api/v1/goals/*)

Purpose: Comprehensive goal tracking and management

Goals

• POST /api/v1/goals - Create financial goal
• GET /api/v1/goals - List goals with filters
• GET /api/v1/goals/active - Get active goals
• GET /api/v1/goals/{id} - Get specific goal
• PUT /api/v1/goals/{id} - Update goal
• DELETE /api/v1/goals/{id} - Delete goal

Milestones

• POST /api/v1/goals/{id}/milestones - Create milestone
• GET /api/v1/goals/{id}/milestones - Get goal milestones
• PATCH /api/v1/goals/{id}/milestones/{milestoneId}/achieve - Mark milestone achieved

Contributions

• POST /api/v1/goals/{id}/contributions - Record contribution
• GET /api/v1/goals/{id}/contributions - Get contributions

Analysis

• GET /api/v1/goals/{id}/analysis/projected-completion - Get projected completion date
• GET /api/v1/goals/{id}/analysis/required-contribution - Get required monthly contribution
• GET /api/v1/goals/{id}/analysis/progress - Get goal progress analysis

6. Advanced Analytics & Insights (/api/analytics/*)

Purpose: Business intelligence and financial insights

• GET /api/analytics/summary - Get financial summary
• GET /api/analytics/summary/compare - Compare period summaries
• GET /api/analytics/trends - Get spending trends
• GET /api/analytics/forecasts - Get financial forecasts
• GET /api/analytics/suggestions - Get financial suggestions
• POST /api/analytics/refresh - Refresh analytics data

7. Category Management (/api/categories/*)

Purpose: Expense/income category management

• GET /api/categories - List all categories
• POST /api/categories - Create new category
• GET /api/categories/{id} - Get specific category
• PUT /api/categories/{id} - Update category
• DELETE /api/categories/{id} - Delete category

8. Enhanced Categorization (/api/categorization/*)

Purpose: Advanced categorization system with ML

• GET /api/categorization/stats - Get categorization statistics
• POST /api/categorization/train - Train categorization model
• GET /api/categorization/patterns - Get transaction patterns

9. Administrative Routes (/api/admin/* & /api/system/*)

Purpose: System operations and maintenance

• POST /api/admin/documents/purge-expired - Purge expired documents
• POST /api/system/default-categories - Ensure default categories

🔧 Gateway Configuration Details

Circuit Breaker Settings

• Service Name: analytics-app
• Failure Threshold: 3 failures
• Success Threshold: 2 successes
• Timeout Duration: 60 seconds

Rate Limiting Strategy

• Document Operations: 50 requests/hour
• Transaction Operations: 100 requests/hour
• Planning Operations: 100 requests/hour
• Analytics Operations: 100 requests/hour
• Goal Operations: 75 requests/hour
• Cash Flow Operations: 75 requests/hour
• Admin Operations: 10-25 requests/hour

Security Configuration

• Authentication: Required for all API endpoints except documentation
• Authorization: User-scoped data access
• Health Checks: Enabled for all service endpoints
• Load Balancing: Enabled across multiple instances

📊 Integration Benefits

1. Unified API Gateway: Single entry point for all financial services
2. Enhanced Security: Circuit breaker protection and rate limiting
3. Scalability: Independent scaling of analytics services
4. Observability: Distributed tracing and metrics collection

🎯 Next Steps

1. Deploy Analytics Module
2. Test Gateway Routing
3. Monitor Performance
4. Adjust Rate Limits
5. Configure Alerts