Skip to main content

API and Server Actions

Cashlytics primarily uses Next.js Server Actions as the application API layer.

Implementation Model​

  • Mutations and queries are implemented in src/actions/*.
  • AI chat is exposed via an API route in src/app/api/chat/route.ts.
  • Responses use a consistent success/error shape.

Core Action Domains​

  • Accounts
  • Expenses and daily expenses
  • Income
  • Transfers
  • Categories
  • Dashboard and analytics
  • Forecasts
  • Search and AI conversations

Typical Action Contract​

type ApiResponse<T> =
  | { success: true; data: T }
  | { success: false; error: string };

Revalidation Strategy​

After successful writes, affected paths are revalidated so dashboard and list views stay consistent.

  • cashlytics/docs/api/README.md
  • cashlytics/docs/api/expenses.md
  • cashlytics/docs/api/incomes.md
  • cashlytics/docs/api/accounts.md
  • cashlytics/docs/api/transfers.md

For AI scope, restrictions, and approval rules, see AI Capabilities and Guardrails.