Monument

Task Financials

Task revenue, expenses, hours, rollups, and financial item calculations.

externalpermissionstable8 procedures
querytaskFinancials.getByTaskIdInferred output

Get all financial data for a task. Returns revenue, expenses, hours items with calculated totals.

Input
{
  taskId: string;
}
Output
TaskFinancials
querytaskFinancials.getByTaskIdsInferred output

Batch fetch financial data for multiple tasks. Returns a record of taskId → financials. Max 100 task IDs per request.

Input
{
  taskIds: Array<string>;
}
Output
Record<string, TaskFinancials>
mutationtaskFinancials.createRevenueInferred output

No description provided.

Input
{
  taskId: string;
  name: string;
  calculationType: "fixed" | "fixed_periodic" | "from_expenses" | "from_hours" | "from_allocations" | "sum_of_children_auto" | "formula";
  projectVersionId: string;
  id?: string | undefined;
  description?: string | null | undefined;
  tags?: Array<string> | undefined;
  formula?: string | null | undefined;
  frequency?: "one_time" | "daily" | "weekly" | "fortnightly" | "monthly" | "quarterly" | "yearly" | null | undefined;
  basePercentage?: string | null | undefined;
  rateId?: string | null | undefined;
  modifiers?: Array<{
    id: string;
    value: string;
    type: "percentage" | "amount";
    name: string;
  }> | undefined;
  dependentAllocationIds?: Array<string> | undefined;
  displayOrder?: number | undefined;
  categoryId?: string | null | undefined;
  typeId?: string | null | undefined;
  baseAmount?: string | null | undefined;
  unitLabel?: string | null | undefined;
  pricingMode?: "markup" | "target_margin" | null | undefined;
  dependentRevenueIds?: Array<string> | undefined;
  dependentExpenseIds?: Array<string> | undefined;
  allocationRateOverrides?: Array<{
    rateId: string | null;
    allocationId: string;
    customRate?: number | null | undefined;
  }> | undefined;
  deductPrevious?: boolean | undefined;
  deductScope?: "same_parent" | "same_project" | "selected" | null | undefined;
  deductFromIds?: Array<string> | undefined;
  floor?: string | null | undefined;
  cap?: string | null | undefined;
  isLocked?: boolean | undefined;
  isVisible?: boolean | undefined;
}
Output
{
  id: string;
  organizationId: string;
  taskId: string;
  versionId: string;
  name: string;
  createdAt: Date;
  updatedAt: Date | null;
  deletedAt: Date | null;
  description: string | null;
  tags: Array<string> | null;
  formula: string | null;
  calculationType: "fixed" | "fixed_periodic" | "from_expenses" | "from_hours" | "from_allocations" | "sum_of_children_auto" | "formula";
  frequency: "one_time" | "daily" | "weekly" | "fortnightly" | "monthly" | "quarterly" | "yearly" | null;
  basePercentage: string | null;
  rateId: string | null;
  modifiers: Array<FinancialModifier> | null;
  dependentAllocationIds: Array<string> | null;
  displayOrder: number | null;
  categoryId: string | null;
  typeId: string | null;
  baseAmount: string | null;
  unitLabel: string | null;
  pricingMode: string | null;
  dependentRevenueIds: Array<string> | null;
  dependentExpenseIds: Array<string> | null;
  allocationRateOverrides: Array<{
    allocationId: string;
    rateId: string | null;
    customRate?: number | null | undefined;
  }> | null;
  deductPrevious: boolean | null;
  deductScope: "same_parent" | "same_project" | "selected" | null;
  deductFromIds: Array<string> | null;
  floor: string | null;
  cap: string | null;
  calculatedBaseValue: string | null;
  calculatedValue: string | null;
  modifierBreakdown: unknown;
  isLocked: boolean | null;
  isVisible: boolean | null;
  isSystemGenerated: boolean | null;
} | null
mutationtaskFinancials.updateRevenueInferred output

No description provided.

Input
{
  id: string;
}
Output
{
  id: string;
  organizationId: string;
  taskId: string;
  versionId: string;
  name: string;
  createdAt: Date;
  updatedAt: Date | null;
  deletedAt: Date | null;
  description: string | null;
  tags: Array<string> | null;
  formula: string | null;
  calculationType: "fixed" | "fixed_periodic" | "from_expenses" | "from_hours" | "from_allocations" | "sum_of_children_auto" | "formula";
  frequency: "one_time" | "daily" | "weekly" | "fortnightly" | "monthly" | "quarterly" | "yearly" | null;
  basePercentage: string | null;
  rateId: string | null;
  modifiers: Array<FinancialModifier> | null;
  dependentAllocationIds: Array<string> | null;
  displayOrder: number | null;
  categoryId: string | null;
  typeId: string | null;
  baseAmount: string | null;
  unitLabel: string | null;
  pricingMode: string | null;
  dependentRevenueIds: Array<string> | null;
  dependentExpenseIds: Array<string> | null;
  allocationRateOverrides: Array<{
    allocationId: string;
    rateId: string | null;
    customRate?: number | null | undefined;
  }> | null;
  deductPrevious: boolean | null;
  deductScope: "same_parent" | "same_project" | "selected" | null;
  deductFromIds: Array<string> | null;
  floor: string | null;
  cap: string | null;
  calculatedBaseValue: string | null;
  calculatedValue: string | null;
  modifierBreakdown: unknown;
  isLocked: boolean | null;
  isVisible: boolean | null;
  isSystemGenerated: boolean | null;
} | null
mutationtaskFinancials.deleteRevenueInferred output

No description provided.

Input
{
  id: string;
}
Output
{
  id: string;
  organizationId: string;
  taskId: string;
  versionId: string;
  name: string;
  createdAt: Date;
  updatedAt: Date | null;
  deletedAt: Date | null;
  description: string | null;
  tags: Array<string> | null;
  formula: string | null;
  calculationType: "fixed" | "fixed_periodic" | "from_expenses" | "from_hours" | "from_allocations" | "sum_of_children_auto" | "formula";
  frequency: "one_time" | "daily" | "weekly" | "fortnightly" | "monthly" | "quarterly" | "yearly" | null;
  basePercentage: string | null;
  rateId: string | null;
  modifiers: Array<FinancialModifier> | null;
  dependentAllocationIds: Array<string> | null;
  displayOrder: number | null;
  categoryId: string | null;
  typeId: string | null;
  baseAmount: string | null;
  unitLabel: string | null;
  pricingMode: string | null;
  dependentRevenueIds: Array<string> | null;
  dependentExpenseIds: Array<string> | null;
  allocationRateOverrides: Array<{
    allocationId: string;
    rateId: string | null;
    customRate?: number | null | undefined;
  }> | null;
  deductPrevious: boolean | null;
  deductScope: "same_parent" | "same_project" | "selected" | null;
  deductFromIds: Array<string> | null;
  floor: string | null;
  cap: string | null;
  calculatedBaseValue: string | null;
  calculatedValue: string | null;
  modifierBreakdown: unknown;
  isLocked: boolean | null;
  isVisible: boolean | null;
  isSystemGenerated: boolean | null;
} | null
mutationtaskFinancials.createExpenseInferred output

No description provided.

Input
{
  taskId: string;
  name: string;
  calculationType: "fixed" | "fixed_periodic" | "from_expenses" | "from_hours" | "from_allocations" | "sum_of_children_auto" | "formula";
  projectVersionId: string;
  id?: string | undefined;
  description?: string | null | undefined;
  tags?: Array<string> | undefined;
  startDate?: string | null | undefined;
  endDate?: string | null | undefined;
  formula?: string | null | undefined;
  frequency?: "one_time" | "daily" | "weekly" | "fortnightly" | "monthly" | "quarterly" | "yearly" | null | undefined;
  basePercentage?: string | null | undefined;
  rateId?: string | null | undefined;
  modifiers?: Array<{
    id: string;
    value: string;
    type: "percentage" | "amount";
    name: string;
  }> | undefined;
  dependentAllocationIds?: Array<string> | undefined;
  isBillable?: boolean | undefined;
  supplierId?: string | null | undefined;
  displayOrder?: number | undefined;
  categoryId?: string | null | undefined;
  typeId?: string | null | undefined;
  baseAmount?: string | null | undefined;
  unitLabel?: string | null | undefined;
  pricingMode?: "markup" | "target_margin" | null | undefined;
  dependentRevenueIds?: Array<string> | undefined;
  dependentExpenseIds?: Array<string> | undefined;
  allocationRateOverrides?: Array<{
    rateId: string | null;
    allocationId: string;
    customRate?: number | null | undefined;
  }> | undefined;
  deductPrevious?: boolean | undefined;
  deductScope?: "same_parent" | "same_project" | "selected" | null | undefined;
  deductFromIds?: Array<string> | undefined;
  floor?: string | null | undefined;
  cap?: string | null | undefined;
  isLocked?: boolean | undefined;
  isVisible?: boolean | undefined;
  billableMarkup?: string | null | undefined;
}
Output
{
  id: string;
  organizationId: string;
  taskId: string;
  versionId: string;
  name: string;
  createdAt: Date;
  updatedAt: Date | null;
  deletedAt: Date | null;
  description: string | null;
  tags: Array<string> | null;
  startDate: string | null;
  endDate: string | null;
  formula: string | null;
  calculationType: "fixed" | "fixed_periodic" | "from_expenses" | "from_hours" | "from_allocations" | "sum_of_children_auto" | "formula";
  frequency: "one_time" | "daily" | "weekly" | "fortnightly" | "monthly" | "quarterly" | "yearly" | null;
  basePercentage: string | null;
  rateId: string | null;
  modifiers: Array<FinancialModifier> | null;
  dependentAllocationIds: Array<string> | null;
  isBillable: boolean | null;
  supplierId: string | null;
  displayOrder: number | null;
  categoryId: string | null;
  typeId: string | null;
  baseAmount: string | null;
  unitLabel: string | null;
  pricingMode: string | null;
  dependentRevenueIds: Array<string> | null;
  dependentExpenseIds: Array<string> | null;
  allocationRateOverrides: Array<{
    allocationId: string;
    rateId: string | null;
    customRate?: number | null | undefined;
  }> | null;
  deductPrevious: boolean | null;
  deductScope: "same_parent" | "same_project" | "selected" | null;
  deductFromIds: Array<string> | null;
  floor: string | null;
  cap: string | null;
  calculatedBaseValue: string | null;
  calculatedValue: string | null;
  modifierBreakdown: unknown;
  isLocked: boolean | null;
  isVisible: boolean | null;
  isSystemGenerated: boolean | null;
  billableMarkup: string | null;
} | null
mutationtaskFinancials.updateExpenseInferred output

No description provided.

Input
{
  id: string;
  startDate?: string | null | undefined;
  endDate?: string | null | undefined;
  isBillable?: boolean | undefined;
  supplierId?: string | null | undefined;
  billableMarkup?: string | null | undefined;
}
Output
{
  id: string;
  organizationId: string;
  taskId: string;
  versionId: string;
  name: string;
  createdAt: Date;
  updatedAt: Date | null;
  deletedAt: Date | null;
  description: string | null;
  tags: Array<string> | null;
  startDate: string | null;
  endDate: string | null;
  formula: string | null;
  calculationType: "fixed" | "fixed_periodic" | "from_expenses" | "from_hours" | "from_allocations" | "sum_of_children_auto" | "formula";
  frequency: "one_time" | "daily" | "weekly" | "fortnightly" | "monthly" | "quarterly" | "yearly" | null;
  basePercentage: string | null;
  rateId: string | null;
  modifiers: Array<FinancialModifier> | null;
  dependentAllocationIds: Array<string> | null;
  isBillable: boolean | null;
  supplierId: string | null;
  displayOrder: number | null;
  categoryId: string | null;
  typeId: string | null;
  baseAmount: string | null;
  unitLabel: string | null;
  pricingMode: string | null;
  dependentRevenueIds: Array<string> | null;
  dependentExpenseIds: Array<string> | null;
  allocationRateOverrides: Array<{
    allocationId: string;
    rateId: string | null;
    customRate?: number | null | undefined;
  }> | null;
  deductPrevious: boolean | null;
  deductScope: "same_parent" | "same_project" | "selected" | null;
  deductFromIds: Array<string> | null;
  floor: string | null;
  cap: string | null;
  calculatedBaseValue: string | null;
  calculatedValue: string | null;
  modifierBreakdown: unknown;
  isLocked: boolean | null;
  isVisible: boolean | null;
  isSystemGenerated: boolean | null;
  billableMarkup: string | null;
} | null
mutationtaskFinancials.deleteExpenseInferred output

No description provided.

Input
{
  id: string;
}
Output
{
  id: string;
  organizationId: string;
  taskId: string;
  versionId: string;
  name: string;
  createdAt: Date;
  updatedAt: Date | null;
  deletedAt: Date | null;
  description: string | null;
  tags: Array<string> | null;
  startDate: string | null;
  endDate: string | null;
  formula: string | null;
  calculationType: "fixed" | "fixed_periodic" | "from_expenses" | "from_hours" | "from_allocations" | "sum_of_children_auto" | "formula";
  frequency: "one_time" | "daily" | "weekly" | "fortnightly" | "monthly" | "quarterly" | "yearly" | null;
  basePercentage: string | null;
  rateId: string | null;
  modifiers: Array<FinancialModifier> | null;
  dependentAllocationIds: Array<string> | null;
  isBillable: boolean | null;
  supplierId: string | null;
  displayOrder: number | null;
  categoryId: string | null;
  typeId: string | null;
  baseAmount: string | null;
  unitLabel: string | null;
  pricingMode: string | null;
  dependentRevenueIds: Array<string> | null;
  dependentExpenseIds: Array<string> | null;
  allocationRateOverrides: Array<{
    allocationId: string;
    rateId: string | null;
    customRate?: number | null | undefined;
  }> | null;
  deductPrevious: boolean | null;
  deductScope: "same_parent" | "same_project" | "selected" | null;
  deductFromIds: Array<string> | null;
  floor: string | null;
  cap: string | null;
  calculatedBaseValue: string | null;
  calculatedValue: string | null;
  modifierBreakdown: unknown;
  isLocked: boolean | null;
  isVisible: boolean | null;
  isSystemGenerated: boolean | null;
  billableMarkup: string | null;
} | null