InfraNotes Module · v0
Welcome
Select a document from the sidebar to read it.
Financial Module Platform Backoffice
GET /api/admin/platform/summary exposes platform-admin inventory for the
financial analytics module.
The endpoint is gated by IAM platform_admin role propagation through the
gateway/JWT auth context. It reports:
- Documents and transactions: document ingestion, blobs, jobs, transactions,
duplicate groups, and linked accounts. - Categorization: categories, rules, merchant aliases, feedback, stats, and v2
batch jobs. - Analytics and cashflow: summaries, trends, forecasts, suggestions, anomalies,
cashflow predictions, alerts, recurring predictions, and recommendations. - Planning and goals: budgets, planned expenses, reminders, calendar events,
scenarios, financial goals, and goal activity. - Privacy and operations: consent records, audit logs, retention policies,
notifications, and exchange rates.
Tenant registration approvals, package subscriptions, seats, and entitlements
remain owned by infranotes-iam.
Count Accuracy
The current financial module schema is primarily user-scoped and does not force
row-level security. Exact counts are available only for the hardcoded summary
table allowlist. If a table later enables forced row-level security, the summary
keeps isolation intact by returning PostgreSQL table statistics with
status=degraded and count_accuracy=estimated.
Rollback: revert the endpoint commit. No migrations or datastore changes are
required.