getFinanceHomeBalances

Query

Overview's document-collection tiles: cash, the billing pipeline, WIP, unapplied retainers and deferred revenue — counts and sums over indexed document filters, plus the WIP asset's ledger position.

Separate from getFinanceHomeLedger so these paint at their own speed rather than at the speed of the subledger scan beside them. The WIP bucket is absent, not zero, on a workspace that names no WIP asset account: no position exists to state.

Writes: creates the workspace's finance setup profile on first use.

Access: Requires the finance feature.

Errors: Throws when the user is not logged in or the workspace has finance disabled.

Returns [FinanceHomeHealthMetric !]!.