Save the current cash forecast configuration as a named version

POST /api/v1/businesses/{business_id}/cfo-portal/cash-forecast/versions

Snapshot the current cash forecast configuration + output.

The version captures the chosen budget, excluded ledgers, and embedded one-time items, along with the full computed forecast JSON. The snapshot is what stays stable as live data drifts; the config is what's replayed against live data on load.

Operation ID: cfo_portal_create_version_api_v1_businesses__business_id__cfo_portal_cash_forecast_versions_post · View as markdown · OpenAPI slice

Authentication

Bearer token authentication. Pass your DayZero API token in the Authorization header and the target business UUID in x-business-id.

Parameters

Path

business_id string required

Request body

Schema: CashForecastVersionCreate

name string required

description string

config CashForecastVersionConfig CashForecastVersionConfig

4 fields

budget_id string
excluded_budget_ledger_ids array · string
weeks integer
one_time_items_snapshot array · CashForecastOneTimeItemBase CashForecastOneTimeItemBase: Snapshot of the one-time items as they existed when the version was saved. Replays against live data don't re-load from the live cash_forecast_one_time_items table.

Responses

201 Successful Response

Schema: CashForecastVersionDetail

id string required

business_id string required

name string required

description string

created_by_user_id string

snapshot_as_of string · date-time required

created_at string · date-time required

updated_at string · date-time required

config CashForecastVersionConfig CashForecastVersionConfig

4 fields

budget_id string
excluded_budget_ledger_ids array · string
weeks integer
one_time_items_snapshot array · CashForecastOneTimeItemBase CashForecastOneTimeItemBase: Snapshot of the one-time items as they existed when the version was saved. Replays against live data don't re-load from the live cash_forecast_one_time_items table.

snapshot_output object

Full CashForecast JSON captured at save time. Provides a stable historical view that doesn't shift as live data changes.

400 Bad Request - Invalid input

401 Unauthorized - Authentication required

403 Forbidden - Insufficient permissions

404 Not Found - Resource does not exist

422 Validation Error

Schema: HTTPValidationError

detail array · ValidationError ValidationError

5 fields

loc array · string | integer required
msg string required
type string required
input object
ctx object

Code samples

POST /api/v1/businesses/{business_id}/cfo-portal/cash-forecast/versions

bash

curl -X POST 'https://api.ondayzero.com/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/versions' \
  -H 'Authorization: Bearer dz_your_token' \
  -H 'x-business-id: YOUR_BUSINESS_ID' \
  -H 'Content-Type: application/json' \
  -d '{
  "name": "string"
}'

javascript

const response = await fetch('https://api.ondayzero.com/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/versions', {
  method: 'POST',
  headers: {
    Authorization: 'Bearer dz_your_token',
    'x-business-id': 'YOUR_BUSINESS_ID',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
  "name": "string"
}),
});
const data = await response.json();

python

import httpx

headers = {
    "Authorization": "Bearer dz_your_token",
    "x-business-id": "YOUR_BUSINESS_ID",
}

payload = {
  "name": "string"
}

response = httpx.post("https://api.ondayzero.com/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/versions", headers=headers, json=payload)
data = response.json()