InfraForge Docs

InfraNotes Module · v0

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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.