> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# Get payment dashboard

> Returns aggregated counts, amounts, and breakdowns of payments for the specified period.



## OpenAPI

````yaml /en/openapi/v3-current/payments.yaml get /v1/dashboards/payments
openapi: 3.1.0
info:
  description: >-
    API for the Lerian Payments interface via BTG. It covers boleto issuance,
    cancellation, installments, and queries; bill payments (bankslip, utilities,
    and DARF), cancellation, and queries; aggregated boleto and payment
    dashboards; provider connection and outbound webhook configuration; and the
    provider webhook receiver for settlement events.


    ERROR BODIES. A failed request arrives in one of three shapes, and which one
    you get depends on where the service catches the failure, not on which
    endpoint you called. The authentication and authorization layer runs ahead
    of everything else and answers plain text with a bare reason and no error
    code. A failure that the request pipeline catches next, before the API layer
    sees it, answers a flat JSON body on application/json; the idempotency check
    is the pipeline rule you meet most often. Everything the API layer catches
    answers an RFC 9457 problem document on application/problem+json. Read the
    media type to tell the two JSON bodies apart. The code member holds the same
    PBP-NNNN value in both, so branch on it, and handle 401 and 403 by status
    because a refusal from the authentication layer carries no code. One
    pipeline refusal is not listed on the operations below: while a first
    request under the same idempotency key is still in flight, a retry is
    answered 409 with code PBP-0007 and the flat body.
  title: Payments — via BTG API
  version: 1.0.0
servers:
  - url: https://payments.sandbox.lerian.net
security: []
tags:
  - description: >-
      Tenant-level setup: connecting the banking provider and configuring where
      status notifications are delivered.
    name: Admin
  - description: >-
      Issuing, querying and cancelling boletos, including installment series and
      the rendered PDF.
    name: Boletos
  - description: >-
      Aggregated counts, amounts and breakdowns over a period, for boletos and
      for payments.
    name: Dashboards
  - description: >-
      Paying bankslips, utility bills and DARF tax slips, and querying or
      cancelling those payments.
    name: Payments
  - description: >-
      The webhook the payment provider posts settlement events to. Authenticated
      with a credential agreed with the provider, not with the platform identity
      used by the rest of this API.
    name: Settlement
paths:
  /v1/dashboards/payments:
    get:
      tags:
        - Dashboards
      summary: Get payment dashboard
      description: >-
        Returns aggregated counts, amounts, and breakdowns of payments for the
        specified period.
      operationId: getPaymentDashboard
      parameters:
        - description: >-
            Tenant organization ID. Accepted but ignored: the tenant is
            determined by the credentials you authenticate with, so sending this
            header, or sending a different value in it, changes nothing.
          in: header
          name: X-Organization-Id
          schema:
            description: >-
              Tenant organization ID. Accepted but ignored: the tenant is
              determined by the credentials you authenticate with, so sending
              this header, or sending a different value in it, changes nothing.
            type: string
        - description: Created-from date, inclusive.
          explode: false
          in: query
          name: from
          schema:
            description: Created-from date, inclusive.
            examples:
              - '2026-01-01'
            format: date
            type: string
        - description: Created-to date, inclusive.
          explode: false
          in: query
          name: to
          schema:
            description: Created-to date, inclusive.
            examples:
              - '2026-12-31'
            format: date
            type: string
        - description: Payment type filter.
          explode: false
          in: query
          name: type
          schema:
            description: Payment type filter.
            enum:
              - BANKSLIP
              - UTILITIES
              - DARF
            examples:
              - BANKSLIP
            type: string
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PaymentDashboardResponse'
          description: OK
        '400':
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/Detail'
          description: Bad Request
        '401':
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/Detail'
            text/plain:
              schema:
                type: string
            application/json:
              schema:
                $ref: '#/components/schemas/PipelineError'
          description: >-
            Authentication failed. Two shapes are possible and a client must
            accept both: the authentication middleware answers `text/plain` with
            a bare reason (for example `Missing Token`) and carries no error
            code, while a refusal raised inside the service answers
            `application/problem+json` with code `PBP-0003`.
        '403':
          content:
            text/plain:
              schema:
                type: string
          description: >-
            The authenticated principal is not permitted to perform this action.
            Answered as `text/plain` by the authorization middleware, with no
            error code.
        '422':
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/Detail'
          description: Unprocessable Entity
        '500':
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/Detail'
            application/json:
              schema:
                $ref: '#/components/schemas/PipelineError'
          description: Internal Server Error
      security:
        - BearerAuth: []
components:
  schemas:
    PaymentDashboardResponse:
      additionalProperties: false
      properties:
        byStatus:
          additionalProperties:
            $ref: '#/components/schemas/PaymentTypeCountAmount'
          type: object
        byType:
          additionalProperties:
            $ref: '#/components/schemas/PaymentTypeCountAmount'
          type: object
        totalAmount:
          type: string
        totalApproved:
          format: int64
          type: integer
        totalCanceled:
          format: int64
          type: integer
        totalCreated:
          format: int64
          type: integer
        totalExecuted:
          format: int64
          type: integer
        totalFailed:
          format: int64
          type: integer
        totalPendingApproval:
          format: int64
          type: integer
        totalRejected:
          format: int64
          type: integer
        totalScheduled:
          description: >-
            Payments in the SCHEDULED state. This API version never creates one:
            payment scheduling is out of scope and no payment endpoint accepts a
            scheduling date, so a non-zero value can only be a scheduled payment
            reported by the provider — never one you requested. The same rows
            are also counted under byStatus.SCHEDULED.
          format: int64
          type: integer
        totalSettled:
          format: int64
          type: integer
        totalSettledAmount:
          type: string
      required:
        - totalCreated
        - totalScheduled
        - totalSettled
        - totalFailed
        - totalRejected
        - totalCanceled
        - totalPendingApproval
        - totalApproved
        - totalExecuted
        - totalAmount
        - totalSettledAmount
        - byType
        - byStatus
      type: object
    Detail:
      additionalProperties: false
      properties:
        code:
          description: >-
            Stable, machine-readable domain error code scoped to the emitting
            service (format: <SERVICE>-NNNN).
          examples:
            - ERR-0001
          type: string
        detail:
          description: >-
            A human-readable explanation specific to this occurrence of the
            problem.
          examples:
            - Property foo is required but is missing.
          type: string
        errors:
          description: Optional list of individual error details
          items:
            $ref: '#/components/schemas/ErrorDetail'
          type:
            - array
            - 'null'
        instance:
          description: >-
            A URI reference that identifies the specific occurrence of the
            problem.
          examples:
            - https://example.com/error-log/abc123
          format: uri
          type: string
        status:
          description: HTTP status code
          examples:
            - 400
          format: int64
          type: integer
        title:
          description: >-
            A short, human-readable summary of the problem type. This value
            should not change between occurrences of the error.
          examples:
            - Bad Request
          type: string
        type:
          default: about:blank
          description: A URI reference to human-readable documentation for the error.
          examples:
            - https://example.com/errors/example
          format: uri
          type: string
        upstream:
          $ref: '#/components/schemas/Upstream'
          description: >-
            RFC 9457 extension member: the error a proxied third-party provider
            reported. Absent unless the emitting service explicitly surfaced
            one.
      type: object
    PipelineError:
      additionalProperties: false
      description: >-
        The flat error body. A failure caught before the API layer sees the
        request answers this shape on the application/json media type, instead
        of the RFC 9457 problem document. Read the media type to tell the two
        apart. The idempotency check is the rule that answers this way most
        often.
      properties:
        code:
          description: >-
            Stable, machine-readable error code, in the form PBP-NNNN. Branch on
            this value. It carries the same meaning as the code member of the
            problem document.
          examples:
            - PBP-0013
          type: string
        details:
          additionalProperties: true
          description: Optional object carrying further facts about this occurrence.
          type:
            - object
            - 'null'
        message:
          description: A human-readable explanation specific to this occurrence.
          examples:
            - >-
              The request body does not match the original request for this
              idempotency key.
          type: string
        title:
          description: Short label for the condition.
          examples:
            - Idempotency Key Conflict
          type: string
      required:
        - code
        - title
        - message
      type: object
    PaymentTypeCountAmount:
      additionalProperties: false
      properties:
        amount:
          type: string
        count:
          format: int64
          type: integer
      required:
        - count
        - amount
      type: object
    ErrorDetail:
      additionalProperties: false
      properties:
        location:
          description: >-
            Where the error occurred, e.g. 'body.items[3].tags' or
            'path.thing-id'
          type: string
        message:
          description: Error message text
          type: string
        value:
          description: The value at the given location
      type: object
    Upstream:
      additionalProperties: false
      properties:
        code:
          description: The upstream provider's own error code, verbatim.
          examples:
            - E4001
          type: string
        message:
          description: >-
            The upstream provider's own error message, verbatim (bounded, never
            its raw response body).
          examples:
            - account not found at provider
          type: string
      type: object
  securitySchemes:
    BearerAuth:
      bearerFormat: JWT
      description: JWT bearer token issued by the identity provider.
      scheme: bearer
      type: http

````