Period
A Period is one month of a Startup’s books, open until every Transaction reconciles, then closed and locked.
Properties
| Property | Type | Required | Description |
|---|---|---|---|
month | date | required | The first day of the month it covers. |
status | string | required | One of Open, Closed, or Locked. |
Object
{
"$id": "https: //api.sb/ routewise.dev/ periods/ period_1",
"$type": "Period",
"month": "2026-10-22",
"status": "Open"
}Relationships
- A Period has many Budgets: a Budget plans one Period, read beside the actual Entries that fall in it.
budgets, inverseplans. - A Period has many Entries: an Entry posts to the month its Event happened; closing the Period locks it.
entries, inversefallsIn. - A Period has many Statements: a Statement reports one Period; each closed Period carries its P&L, balance sheet and cash flow.
statements, inversereports.
Verbs
getReturns one Period by id.GET /{namespace}/periods/{id}listReturns Periods, newest first, one page at a time.GET /{namespace}/periodsupdateChanges the given properties of a Period.PATCH /{namespace}/periods/{id}closeClose ends a month’s books once every Entry in the Period is reconciled, and makes its statements final.POST /{namespace}/periods/{period}/closelockLock seals a closed Period, so any later correction posts to the next open Period.POST /{namespace}/periods/{period}/lockrecognizeRecognize moves the revenue a Period earned out of deferred revenue, by the Startup’s revenue-recognition Policy.POST /{namespace}/periods/{period}/recognize
Permissions
Which Access level may call each Verb. One-way Verbs wait their delay window.
| Operation | owner | admin | member | viewer |
|---|---|---|---|---|
Period.get | Yes | Yes | Yes | Yes |
Period.list | Yes | Yes | Yes | Yes |
Period.update | Yes | Yes | Yes | No |
Period.close | Yes | Yes | Yes | No |
Period.lock | Yes | No | No | No |
Period.recognize | Yes | Yes | Yes | No |
Call it
Close the latest period.Example
Period 2026-03 of a tutoring marketplace's books closes on the third working day, once 1,840 Transactions reconcile. Then it locks, and no Entry in it changes.