@finatic/client 0.9.6 → 0.9.8

package/README.md

@@ -39,24 +39,24 @@ The portal allows users to connect their broker accounts. You can either:
 **Option A: Open portal in iframe (recommended)**
 
 ```typescript
-await finatic.openPortal(
-  'dark', // Theme: 'light' | 'dark' | theme object
-  ['alpaca', 'tradier'], // Optional: Filter specific brokers
-  'user@example.com', // Optional: Pre-fill email
-  'modal', // Mode: 'modal' | 'fullscreen'
-  (userId) => {
+await finatic.openPortal({
+  theme: { preset: 'stockAlgos' }, // Theme: 'light' | 'dark' | theme object
+  brokers: ['alpaca', 'tradier'], // Optional: Filter specific brokers
+  email: 'user@example.com', // Optional: Pre-fill email
+  mode: 'dark', // Optional: 'light' | 'dark'
+  onSuccess: (userId) => {
     // User successfully authenticated
     console.log('User authenticated:', userId);
   },
-  (error) => {
+  onError: (error) => {
     // Handle authentication error
     console.error('Portal error:', error);
   },
-  () => {
+  onClose: () => {
     // Portal was closed
     console.log('Portal closed');
   }
-);
+});
 ```
 
 **Option B: Get portal URL and redirect**
@@ -131,12 +131,10 @@ async function setupFinatic() {
   const finatic = await FinaticConnect.init(token);
 
   // 2. Open portal for authentication
-  await finatic.openPortal(
-    'dark',
-    undefined, // Show all brokers
-    undefined, // No pre-filled email
-    'modal',
-    async (userId) => {
+  await finatic.openPortal({
+    theme: { preset: 'stockAlgos' },
+    mode: 'dark',
+    onSuccess: async (userId) => {
       console.log('User authenticated:', userId);
 
       // 3. Fetch data after authentication
@@ -148,10 +146,10 @@ async function setupFinatic() {
       console.log('Positions:', positions);
       console.log('Accounts:', accounts);
     },
-    (error) => {
+    onError: (error) => {
       console.error('Authentication failed:', error);
     }
-  );
+  });
 }
 
 setupFinatic();

package/dist/index.d.ts

@@ -131,9 +131,37 @@ declare class BaseAPI {
  * https://openapi-generator.tech
  * Do not edit the class manually.
  */
-declare enum AccountStatus {
-    Active = "active",
-    Inactive = "inactive"
+interface Accounts {
+    'id'?: string;
+    'api_key_created_at'?: string | null;
+    'api_key_expires_at'?: string | null;
+    'api_key_hash'?: string | null;
+    'api_key_last_used_at'?: string | null;
+    'compliance_agreement'?: boolean | null;
+    'created_at': string | null;
+    'created_by'?: string | null;
+    'email'?: string | null;
+    'is_personal_account': boolean;
+    'name': string;
+    'onboarding_completed'?: boolean | null;
+    'onboarding_step'?: number | null;
+    'picture_url'?: string | null;
+    'primary_owner_user_id': string;
+    'public_data': any;
+    'referral_source'?: string | null;
+    'sandbox_api_key_hash'?: string | null;
+    'sandbox_key_created_at'?: string | null;
+    'sandbox_key_expires_at'?: string | null;
+    'sandbox_key_last_used_at'?: string | null;
+    'slug'?: string | null;
+    'terms_accepted_at'?: string | null;
+    'trading_enabled'?: boolean | null;
+    'trading_usage_description'?: string | null;
+    'updated_at': string | null;
+    'updated_by'?: string | null;
+    'use_case_features'?: {
+        [key: string]: any;
+    } | null;
 }
 
 /**
@@ -354,7 +382,7 @@ declare enum BrokerDataPositionStatusEnum {
  * Do not edit the class manually.
  */
 /**
- * Model for broker information.
+ * Model for broker information.  This model represents metadata about an available broker integration. Used by the GET /brokers endpoint to return a list of all supported brokers with their capabilities, authentication requirements, and display information.  The model provides clients with the information needed to: - Display broker options in UI - Determine authentication flow (OAuth vs API key) - Check feature availability - Handle broker aliases that resolve to base brokers  Attributes ---------- id : str     Unique broker identifier used in API requests (e.g., \"tradestation\",     \"tasty_trade\"). This is the value used in BrokerConnectionRequest.broker_id. name : str     Internal broker name, typically matching the id. Used for internal     identification and logging. display_name : str     Human-readable broker name for display in UI (e.g., \"TradeStation\",     \"TastyTrade\"). Should be formatted for end-user presentation. description : str     Detailed description of the broker, including supported features,     account types, and any relevant information for users. website : str     Official broker website URL. Used for linking and reference. features : list[str]     List of supported features for this broker (e.g., [\"trading\", \"options\",     \"futures\", \"crypto\"]). Used to determine what operations are available. auth_type : str     Authentication method required by the broker. Common values:     - \"oauth\": OAuth 2.0 flow (may be multi-step)     - \"api_key\": API key/secret authentication     - \"username_password\": Username and password authentication logo_path : str     Path or URL to the broker\'s logo image. Used for UI display. is_active : bool     Whether the broker integration is currently active and available for     new connections. Inactive brokers may still support existing connections     but cannot accept new ones. is_alias : bool     Whether this broker entry is an alias that resolves to another broker.     Default is False. When True, base_broker_id indicates the actual broker. base_broker_id : str | None     The actual broker_id this alias resolves to. Only set when is_alias=True.     Used to route requests to the correct broker adapter. Default is None. supports_trading : bool     Whether this broker supports trading operations (placing, canceling,     modifying orders). Default is True. Some brokers may be read-only.  Notes ----- 1. **Broker Aliases**: Aliases allow multiple broker entries to share the    same underlying implementation. Useful for rebranding or regional variants.  2. **Feature List**: The features list is used by clients to enable/disable    UI elements and validate operation availability.  3. **Caching**: Broker information is loaded once at startup and cached.    Changes require application restart to take effect.  4. **Auth Type Handling**: Clients should check auth_type to determine the    appropriate authentication flow and UI components to display.  Examples -------- >>> # Standard broker entry >>> broker = BrokerInfo( ...     id=\"tradestation\", ...     name=\"tradestation\", ...     display_name=\"TradeStation\", ...     description=\"Professional trading platform\", ...     website=\"https://www.tradestation.com\", ...     features=[\"trading\", \"options\", \"futures\"], ...     auth_type=\"oauth\", ...     logo_path=\"/logos/tradestation.png\", ...     is_active=True, ...     supports_trading=True, ... ) >>> # Broker alias >>> alias = BrokerInfo( ...     id=\"tradestation_pro\", ...     name=\"tradestation_pro\", ...     display_name=\"TradeStation Pro\", ...     description=\"TradeStation Professional\", ...     website=\"https://www.tradestation.com\", ...     features=[\"trading\", \"options\"], ...     auth_type=\"oauth\", ...     logo_path=\"/logos/tradestation_pro.png\", ...     is_active=True, ...     is_alias=True, ...     base_broker_id=\"tradestation\", ...     supports_trading=True, ... )  See Also -------- finaticapi.api.v1.routers.brokers.brokers_router.get_brokers     : Endpoint that returns list of BrokerInfo BrokerConnectionRequest : Request model that uses broker_id from this model finatic_broker_factory.core.broker_factory.BrokerFactory.get_available_brokers     : Factory method that provides broker data
  */
 interface BrokerInfo {
     'id': string;
@@ -473,31 +501,6 @@ interface Commission {
 interface Commissionshare {
 }
 
-/**
- * Finatic FastAPI Backend
- * FinaticAPI REST API
- *
- * The version of the OpenAPI document: 1.0.0
- *
- *
- * NOTE: This class is auto generated by OpenAPI Generator (https://openapi-generator.tech).
- * https://openapi-generator.tech
- * Do not edit the class manually.
- */
-/**
- * Schema for company response data - minimal public fields only.
- */
-interface CompanyResponse {
-    'name': string;
-    'email'?: string | null;
-    'use_case_features'?: Array<string> | null;
-    'is_active'?: boolean;
-    'trading_enabled'?: boolean;
-    'picture_url'?: string | null;
-    'created_at'?: string | null;
-    'updated_at'?: string | null;
-}
-
 /**
  * Finatic FastAPI Backend
  * FinaticAPI REST API
@@ -612,12 +615,11 @@ interface Currentprice {
  * Do not edit the class manually.
  */
 /**
- * Generic disconnect action result.
+ * Result model for disconnect company from broker connection endpoint.  This model represents the outcome of disconnecting a company account from a broker connection. Used by the DELETE /disconnect-company/{connection_id} endpoint to return success or failure status along with a descriptive message.  Disconnecting a company removes the company\'s access to the broker connection but does not delete the connection itself, which may still be accessible to other companies or the original user.  Attributes ---------- success : bool     Whether the disconnection operation completed successfully. True if the     company was disconnected from the connection, False if an error occurred. message : str     Human-readable message describing the result of the disconnection operation.     Contains success confirmation or error details.  Notes ----- 1. **Partial Removal**: Disconnecting a company only removes the company\'s    access permissions. The underlying broker connection remains intact.  2. **CompanyAccess Table**: This operation removes or updates records in the    CompanyAccess table that link the company to the broker connection.  3. **Multi-Company Support**: A single broker connection can be shared across    multiple companies. Disconnecting one company does not affect others.  Examples -------- >>> # Successful disconnection >>> result = DisconnectCompanyFromBrokerConnectionResult( ...     success=True, ...     message=\"Successfully disconnected company from broker connection\", ... ) >>> # Failed disconnection >>> result = DisconnectCompanyFromBrokerConnectionResult( ...     success=False, ...     message=\"Error: Company not associated with this connection\", ... )  See Also -------- finaticapi.api.v1.routers.brokers.brokers_router.disconnect_company_from_connection     : Endpoint that returns this model finaticapi.core.services.broker_service.BrokerService.disconnect_company_from_connection     : Service method that performs disconnection
  */
-interface DisconnectActionResult {
-    '_id'?: string;
-    'success'?: boolean;
-    'message'?: string | null;
+interface DisconnectCompanyFromBrokerConnectionResult {
+    'success': boolean;
+    'message': string;
 }
 
 /**
@@ -2233,6 +2235,39 @@ declare enum FDXTimeInForce {
     Fok = "FOK"
 }
 
+/**
+ * Finatic FastAPI Backend
+ * FinaticAPI REST API
+ *
+ * The version of the OpenAPI document: 1.0.0
+ *
+ *
+ * NOTE: This class is auto generated by OpenAPI Generator (https://openapi-generator.tech).
+ * https://openapi-generator.tech
+ * Do not edit the class manually.
+ */
+/**
+ * Error response schema for OpenAPI documentation.  Errors include rich domain-specific codes (e.g., ORDER_NOT_FOUND, TRADE_ACCESS_DENIED) mapped to standardized types and HTTP status codes via ERROR_CODE_REGISTRY.
+ */
+interface FinaticAPIErrorResponse {
+    /**
+     * Request trace identifier for tracking and debugging
+     */
+    'trace_id': string;
+    /**
+     * Success payload with data=None for errors
+     */
+    'success': {
+        [key: string]: any;
+    };
+    /**
+     * Error details with type (FinaticErrorType), code (domain-specific), message (human-readable), status (HTTP status code), and optional details. Error codes are mapped via ERROR_CODE_REGISTRY - see registry for available codes.
+     */
+    'error': {
+        [key: string]: any;
+    };
+}
+
 /**
  * Finatic FastAPI Backend
  * FinaticAPI REST API
@@ -2245,9 +2280,9 @@ declare enum FDXTimeInForce {
  * Do not edit the class manually.
  */
 
-interface SuccessPayloadCompanyResponse {
+interface SuccessPayloadAccounts {
     '_id'?: string;
-    'data'?: CompanyResponse | null;
+    'data'?: Accounts | null;
     'meta'?: {
         [key: string]: any;
     } | null;
@@ -2265,7 +2300,7 @@ interface SuccessPayloadCompanyResponse {
  * Do not edit the class manually.
  */
 
-interface FinaticResponseCompanyResponse {
+interface FinaticResponseAccounts {
     /**
      * Request trace identifier for tracking and debugging. Auto-generated if not provided.
      */
@@ -2273,7 +2308,7 @@ interface FinaticResponseCompanyResponse {
     /**
      * Success payload containing data and optional meta
      */
-    'success': SuccessPayloadCompanyResponse;
+    'success': SuccessPayloadAccounts;
     'error'?: {
         [key: string]: any;
     } | null;
@@ -2294,9 +2329,9 @@ interface FinaticResponseCompanyResponse {
  * Do not edit the class manually.
  */
 
-interface SuccessPayloadDisconnectActionResult {
+interface SuccessPayloadDisconnectCompanyFromBrokerConnectionResult {
     '_id'?: string;
-    'data'?: DisconnectActionResult | null;
+    'data'?: DisconnectCompanyFromBrokerConnectionResult | null;
     'meta'?: {
         [key: string]: any;
     } | null;
@@ -2314,7 +2349,7 @@ interface SuccessPayloadDisconnectActionResult {
  * Do not edit the class manually.
  */
 
-interface FinaticResponseDisconnectActionResult {
+interface FinaticResponseDisconnectCompanyFromBrokerConnectionResult {
     /**
      * Request trace identifier for tracking and debugging. Auto-generated if not provided.
      */
@@ -2322,7 +2357,7 @@ interface FinaticResponseDisconnectActionResult {
     /**
      * Success payload containing data and optional meta
      */
-    'success': SuccessPayloadDisconnectActionResult;
+    'success': SuccessPayloadDisconnectCompanyFromBrokerConnectionResult;
     'error'?: {
         [key: string]: any;
     } | null;
@@ -2833,13 +2868,13 @@ interface FinaticResponseListFDXBrokerPositionLotFill {
  * Do not edit the class manually.
  */
 /**
- * Response model for user broker connection with permissions included.  This extends UserBrokerConnections to include permissions from the CompanyAccess table. Used by the /connections endpoint to return connection data with permission information.  Note: Internal circuit breaker fields (circuit_open, consecutive_failures, error_message,  circuit_open_until) are excluded from the response as they are internal operational details.
+ * Response model for user broker connection with permissions included.  This model extends UserBrokerConnections to include company-level permissions from the CompanyAccess table. Used by the GET /connections endpoint to return connection data with permission information for the requesting company account.  The model excludes internal circuit breaker fields (circuit_open, consecutive_failures, error_message, circuit_open_until) which are operational details and should not be exposed in API responses. This ensures clients only receive relevant connection and permission data.  Fields are derived from the UserBrokerConnections SQLModel and kept in sync through the from_connection() factory method, which validates against the database schema and automatically excludes circuit breaker fields.  Attributes ---------- id : UUID     Unique identifier for the broker connection. Primary key in UserBrokerConnections     table. Used to reference the connection in update and delete operations. user_id : UUID     UUID of the user who owns this broker connection. Connections are user-scoped,     but can be shared with company accounts via CompanyAccess records. broker_id : str     Identifier of the broker this connection is for (e.g., \"tradestation\",     \"tasty_trade\"). Determines which broker adapter handles requests. status : str | None     Current status of the connection (e.g., \"active\", \"inactive\", \"error\").     None if status is not set. Used to determine if the connection is usable. connection_metadata : dict[str, Any] | None     Additional metadata stored with the connection. May include account information,     labels, notes, or broker-specific data. None if no metadata is stored. created_at : datetime | None     Timestamp when the connection was first created. None if not available.     Used for auditing and connection age tracking. updated_at : datetime | None     Timestamp when the connection was last updated. None if not available.     Used to track connection modifications. last_synced_at : datetime | None     Timestamp when the connection was last synchronized with the broker\'s API.     None if synchronization has not occurred. Used to determine data freshness. permissions : dict[str, bool]     Permission levels for the current company account. Dictionary with keys:     - \"read\": bool - Whether company can read broker data (positions, orders, accounts)     - \"write\": bool - Whether company can execute trades and modify orders     Default is {\"read\": False, \"write\": False} if no CompanyAccess record exists.  Notes ----- 1. **Circuit Breaker Exclusion**: Internal circuit breaker fields are automatically    excluded from serialization to prevent exposing operational details. The    model_dump() method ensures these fields never appear in API responses.  2. **Schema Synchronization**: The from_connection() factory method ensures    field compatibility with UserBrokerConnections SQLModel. Changes to the    database schema should be reflected in this model.  3. **Permission Source**: Permissions are derived from the CompanyAccess table    by joining on user_broker_connection_id and filtering by account_id (company).  4. **Default Permissions**: If no CompanyAccess record exists for the company,    permissions default to {\"read\": False, \"write\": False}, effectively denying    access until permissions are explicitly granted.  5. **Multi-Company Support**: The same connection can have different permissions    for different companies. Permissions are always scoped to the requesting company.  Examples -------- >>> # Create from UserBrokerConnections with permissions >>> connection_sqlmodel = UserBrokerConnections( ...     id=UUID(\"123e4567-e89b-12d3-a456-426614174000\"), ...     user_id=UUID(\"user-123\"), ...     broker_id=\"tradestation\", ...     status=\"active\", ... ) >>> # Factory method with permissions >>> connection = UserBrokerConnectionWithPermissions.from_connection( ...     connection_sqlmodel, permissions={\"read\": True, \"write\": True} ... ) >>> # Serialize (circuit breaker fields automatically excluded) >>> data = connection.model_dump() >>> # data does not contain circuit_open, consecutive_failures, etc.  See Also -------- from_connection : Factory method to create instances from UserBrokerConnections finaticapi.api.v1.routers.brokers.brokers_router.get_connections     : Endpoint that returns this model finaticapi.core.services.broker_service.BrokerService.get_connections     : Service method that builds these models finatic_broker_factory.core.standard_models.supabase.schema_sql_models_broker_data_latest.UserBrokerConnections     : Database model this extends
  */
 interface UserBrokerConnectionWithPermissions {
     'id': string;
     'user_id': string;
     'broker_id': string;
-    'status': string;
+    'status'?: string | null;
     'connection_metadata'?: {
         [key: string]: any;
     } | null;
@@ -3091,37 +3126,13 @@ interface FinaticResponseSessionResponseData {
  * Do not edit the class manually.
  */
 /**
- * Response model for session user information and tokens.
+ * Response model for session user information.
  */
 interface SessionUserResponse {
     /**
      * User ID
      */
     'user_id': string;
-    /**
-     * Freshly generated access token
-     */
-    'access_token': string;
-    /**
-     * Freshly generated refresh token
-     */
-    'refresh_token': string;
-    /**
-     * Token expiration time in seconds
-     */
-    'expires_in': number;
-    /**
-     * Token type
-     */
-    'token_type'?: string;
-    /**
-     * Token scope
-     */
-    'scope'?: string;
-    /**
-     * Company ID
-     */
-    'company_id': string;
 }
 
 /**
@@ -3324,7 +3335,7 @@ interface BrokersApiInterface {
      * @param {*} [options] Override http request option.
      * @throws {RequiredError}
      */
-    disconnectCompanyFromBrokerApiV1BrokersDisconnectCompanyConnectionIdDelete(requestParameters: BrokersApiDisconnectCompanyFromBrokerApiV1BrokersDisconnectCompanyConnectionIdDeleteRequest, options?: RawAxiosRequestConfig): AxiosPromise<FinaticResponseDisconnectActionResult>;
+    disconnectCompanyFromBrokerApiV1BrokersDisconnectCompanyConnectionIdDelete(requestParameters: BrokersApiDisconnectCompanyFromBrokerApiV1BrokersDisconnectCompanyConnectionIdDeleteRequest, options?: RawAxiosRequestConfig): AxiosPromise<FinaticResponseDisconnectCompanyFromBrokerConnectionResult>;
     /**
      * Get accounts for all authorized broker connections.  This endpoint is accessible from the portal and uses session-only authentication. Returns accounts from connections the company has read access to.
      * @summary Get Accounts
@@ -3437,10 +3448,6 @@ interface BrokersApiGetAccountsApiV1BrokersDataAccountsGetRequest {
      * Filter by account type (e.g., \&#39;margin\&#39;, \&#39;cash\&#39;, \&#39;crypto_wallet\&#39;, \&#39;live\&#39;, \&#39;sim\&#39;)
      */
     readonly accountType?: BrokerDataAccountTypeEnum | null;
-    /**
-     * Filter by account status (e.g., \&#39;active\&#39;, \&#39;inactive\&#39;)
-     */
-    readonly status?: AccountStatus | null;
     /**
      * Filter by currency (e.g., \&#39;USD\&#39;, \&#39;EUR\&#39;)
      */
@@ -3718,7 +3725,7 @@ interface BrokersApiGetPositionsApiV1BrokersDataPositionsGetRequest {
      */
     readonly assetType?: BrokerDataAssetTypeEnum | null;
     /**
-     * Filter by position status: \&#39;open\&#39; (quantity &gt; 0) or \&#39;closed\&#39; (quantity &#x3D; 0)
+     * Filter by position status: \&#39;active\&#39; (open positions) or \&#39;closed\&#39; (closed positions). Use \&#39;all\&#39; or omit to get both.
      */
     readonly positionStatus?: BrokerDataPositionStatusEnum | null;
     /**
@@ -3753,7 +3760,7 @@ declare class BrokersApi extends BaseAPI implements BrokersApiInterface {
      * @param {*} [options] Override http request option.
      * @throws {RequiredError}
      */
-    disconnectCompanyFromBrokerApiV1BrokersDisconnectCompanyConnectionIdDelete(requestParameters: BrokersApiDisconnectCompanyFromBrokerApiV1BrokersDisconnectCompanyConnectionIdDeleteRequest, options?: RawAxiosRequestConfig): Promise<axios.AxiosResponse<FinaticResponseDisconnectActionResult, any, {}>>;
+    disconnectCompanyFromBrokerApiV1BrokersDisconnectCompanyConnectionIdDelete(requestParameters: BrokersApiDisconnectCompanyFromBrokerApiV1BrokersDisconnectCompanyConnectionIdDeleteRequest, options?: RawAxiosRequestConfig): Promise<axios.AxiosResponse<FinaticResponseDisconnectCompanyFromBrokerConnectionResult, any, {}>>;
     /**
      * Get accounts for all authorized broker connections.  This endpoint is accessible from the portal and uses session-only authentication. Returns accounts from connections the company has read access to.
      * @summary Get Accounts
@@ -4188,7 +4195,7 @@ interface GetPositionsParams {
     side?: BrokerDataOrderSideEnum;
     /** Filter by asset type (e.g., 'stock', 'option', 'crypto', 'future') */
     assetType?: BrokerDataAssetTypeEnum;
-    /** Filter by position status: 'open' (quantity > 0) or 'closed' (quantity = 0) */
+    /** Filter by position status: 'active' (open positions) or 'closed' (closed positions). Use 'all' or omit to get both. */
     positionStatus?: BrokerDataPositionStatusEnum;
     /** Maximum number of positions to return */
     limit?: number;
@@ -4228,8 +4235,6 @@ interface GetAccountsParams {
     connectionId?: string;
     /** Filter by account type (e.g., 'margin', 'cash', 'crypto_wallet', 'live', 'sim') */
     accountType?: BrokerDataAccountTypeEnum;
-    /** Filter by account status (e.g., 'active', 'inactive') */
-    status?: AccountStatus;
     /** Filter by currency (e.g., 'USD', 'EUR') */
     currency?: string;
     /** Maximum number of accounts to return */
@@ -4386,7 +4391,7 @@ declare class BrokersWrapper {
      * If the company is the only one with access, the entire connection is deleted.
      * If other companies have access, only the company's access is removed.
      * @param params.connectionId {string} Connection ID
-     * @returns {Promise<FinaticResponse<DisconnectActionResult>>} Standard response with success/Error/Warning structure
+     * @returns {Promise<FinaticResponse<DisconnectCompanyFromBrokerConnectionResult>>} Standard response with success/Error/Warning structure
      *
      * Generated from: DELETE /api/v1/brokers/disconnect-company/{connection_id}
      * @methodId disconnect_company_from_broker_api_v1_brokers_disconnect_company__connection_id__delete
@@ -4406,7 +4411,7 @@ declare class BrokersWrapper {
      * }
      * ```
      */
-    disconnectCompanyFromBroker(params: DisconnectCompanyFromBrokerParams): Promise<FinaticResponse$2<DisconnectActionResult>>;
+    disconnectCompanyFromBroker(params: DisconnectCompanyFromBrokerParams): Promise<FinaticResponse$2<DisconnectCompanyFromBrokerConnectionResult>>;
     /**
      * Get Orders
      *
@@ -4475,7 +4480,7 @@ declare class BrokersWrapper {
      * @param params.symbol {string} (optional) Filter by symbol
      * @param params.side {BrokerDataOrderSideEnum} (optional) Filter by position side (e.g., 'long', 'short')
      * @param params.assetType {BrokerDataAssetTypeEnum} (optional) Filter by asset type (e.g., 'stock', 'option', 'crypto', 'future')
-     * @param params.positionStatus {BrokerDataPositionStatusEnum} (optional) Filter by position status: 'open' (quantity > 0) or 'closed' (quantity = 0)
+     * @param params.positionStatus {BrokerDataPositionStatusEnum} (optional) Filter by position status: 'active' (open positions) or 'closed' (closed positions). Use 'all' or omit to get both.
      * @param params.limit {number} (optional) Maximum number of positions to return
      * @param params.offset {number} (optional) Number of positions to skip for pagination
      * @param params.updatedAfter {string} (optional) Filter positions updated after this timestamp
@@ -4579,7 +4584,6 @@ declare class BrokersWrapper {
      * @param params.brokerId {string} (optional) Filter by broker ID
      * @param params.connectionId {string} (optional) Filter by connection ID
      * @param params.accountType {BrokerDataAccountTypeEnum} (optional) Filter by account type (e.g., 'margin', 'cash', 'crypto_wallet', 'live', 'sim')
-     * @param params.status {AccountStatus} (optional) Filter by account status (e.g., 'active', 'inactive')
      * @param params.currency {string} (optional) Filter by currency (e.g., 'USD', 'EUR')
      * @param params.limit {number} (optional) Maximum number of accounts to return
      * @param params.offset {number} (optional) Number of accounts to skip for pagination
@@ -4887,15 +4891,7 @@ interface CompanyApiInterface {
      * @param {*} [options] Override http request option.
      * @throws {RequiredError}
      */
-    getCompanyApiV1CompanyCompanyIdGet(requestParameters: CompanyApiGetCompanyApiV1CompanyCompanyIdGetRequest, options?: RawAxiosRequestConfig): AxiosPromise<FinaticResponseCompanyResponse>;
-    /**
-     * Get public company details by ID (no user check, no sensitive data).
-     * @summary Get Company
-     * @param {CompanyApiGetCompanyApiV1CompanyCompanyIdGet0Request} requestParameters Request parameters.
-     * @param {*} [options] Override http request option.
-     * @throws {RequiredError}
-     */
-    getCompanyApiV1CompanyCompanyIdGet_1(requestParameters: CompanyApiGetCompanyApiV1CompanyCompanyIdGet0Request, options?: RawAxiosRequestConfig): AxiosPromise<FinaticResponseCompanyResponse>;
+    getCompanyApiV1CompanyCompanyIdGet(requestParameters: CompanyApiGetCompanyApiV1CompanyCompanyIdGetRequest, options?: RawAxiosRequestConfig): AxiosPromise<FinaticResponseAccounts>;
 }
 /**
  * Request parameters for getCompanyApiV1CompanyCompanyIdGet operation in CompanyApi.
@@ -4906,15 +4902,6 @@ interface CompanyApiGetCompanyApiV1CompanyCompanyIdGetRequest {
      */
     readonly companyId: string;
 }
-/**
- * Request parameters for getCompanyApiV1CompanyCompanyIdGet_1 operation in CompanyApi.
- */
-interface CompanyApiGetCompanyApiV1CompanyCompanyIdGet0Request {
-    /**
-     * Company ID
-     */
-    readonly companyId: string;
-}
 /**
  * CompanyApi - object-oriented interface
  */
@@ -4926,15 +4913,7 @@ declare class CompanyApi extends BaseAPI implements CompanyApiInterface {
      * @param {*} [options] Override http request option.
      * @throws {RequiredError}
      */
-    getCompanyApiV1CompanyCompanyIdGet(requestParameters: CompanyApiGetCompanyApiV1CompanyCompanyIdGetRequest, options?: RawAxiosRequestConfig): Promise<axios.AxiosResponse<FinaticResponseCompanyResponse, any, {}>>;
-    /**
-     * Get public company details by ID (no user check, no sensitive data).
-     * @summary Get Company
-     * @param {CompanyApiGetCompanyApiV1CompanyCompanyIdGet0Request} requestParameters Request parameters.
-     * @param {*} [options] Override http request option.
-     * @throws {RequiredError}
-     */
-    getCompanyApiV1CompanyCompanyIdGet_1(requestParameters: CompanyApiGetCompanyApiV1CompanyCompanyIdGet0Request, options?: RawAxiosRequestConfig): Promise<axios.AxiosResponse<FinaticResponseCompanyResponse, any, {}>>;
+    getCompanyApiV1CompanyCompanyIdGet(requestParameters: CompanyApiGetCompanyApiV1CompanyCompanyIdGetRequest, options?: RawAxiosRequestConfig): Promise<axios.AxiosResponse<FinaticResponseAccounts, any, {}>>;
 }
 
 /**
@@ -4993,7 +4972,7 @@ declare class CompanyWrapper {
      *
      * Get public company details by ID (no user check, no sensitive data).
      * @param params.companyId {string} Company ID
-     * @returns {Promise<FinaticResponse<CompanyResponse>>} Standard response with success/Error/Warning structure
+     * @returns {Promise<FinaticResponse<Accounts>>} Standard response with success/Error/Warning structure
      *
      * Generated from: GET /api/v1/company/{company_id}
      * @methodId get_company_api_v1_company__company_id__get
@@ -5013,7 +4992,7 @@ declare class CompanyWrapper {
      * }
      * ```
      */
-    getCompany(params: GetCompanyParams): Promise<FinaticResponse$1<CompanyResponse>>;
+    getCompany(params: GetCompanyParams): Promise<FinaticResponse$1<Accounts>>;
 }
 
 /**
@@ -5029,7 +5008,7 @@ interface SessionApiInterface {
      */
     getPortalUrlApiV1SessionPortalGet(requestParameters: SessionApiGetPortalUrlApiV1SessionPortalGetRequest, options?: RawAxiosRequestConfig): AxiosPromise<FinaticResponsePortalUrlResponse>;
     /**
-     * Get user information and fresh tokens for a completed session.  This endpoint is designed for server SDKs to retrieve user information and authentication tokens after successful OTP verification.   Security: - Requires valid session in ACTIVE state - Validates device fingerprint binding - Generates fresh tokens (not returning stored ones) - Only accessible to authenticated sessions with user_id - Validates that header session_id matches path session_id
+     * Get user information for a completed session.  This endpoint is designed for server SDKs to retrieve user information after successful OTP verification.   Security: - Requires valid session in ACTIVE state - Validates device fingerprint binding - Only accessible to authenticated sessions with user_id - Validates that header session_id matches path session_id
      * @summary Get Session User
      * @param {SessionApiGetSessionUserApiV1SessionSessionIdUserGetRequest} requestParameters Request parameters.
      * @param {*} [options] Override http request option.
@@ -5110,7 +5089,7 @@ declare class SessionApi extends BaseAPI implements SessionApiInterface {
      */
     getPortalUrlApiV1SessionPortalGet(requestParameters: SessionApiGetPortalUrlApiV1SessionPortalGetRequest, options?: RawAxiosRequestConfig): Promise<axios.AxiosResponse<FinaticResponsePortalUrlResponse, any, {}>>;
     /**
-     * Get user information and fresh tokens for a completed session.  This endpoint is designed for server SDKs to retrieve user information and authentication tokens after successful OTP verification.   Security: - Requires valid session in ACTIVE state - Validates device fingerprint binding - Generates fresh tokens (not returning stored ones) - Only accessible to authenticated sessions with user_id - Validates that header session_id matches path session_id
+     * Get user information for a completed session.  This endpoint is designed for server SDKs to retrieve user information after successful OTP verification.   Security: - Requires valid session in ACTIVE state - Validates device fingerprint binding - Only accessible to authenticated sessions with user_id - Validates that header session_id matches path session_id
      * @summary Get Session User
      * @param {SessionApiGetSessionUserApiV1SessionSessionIdUserGetRequest} requestParameters Request parameters.
      * @param {*} [options] Override http request option.
@@ -5269,16 +5248,15 @@ declare class SessionWrapper {
     /**
      * Get Session User
      *
-     * Get user information and fresh tokens for a completed session.
+     * Get user information for a completed session.
      *
      * This endpoint is designed for server SDKs to retrieve user information
-     * and authentication tokens after successful OTP verification.
+     * after successful OTP verification.
      *
      *
      * Security:
      * - Requires valid session in ACTIVE state
      * - Validates device fingerprint binding
-     * - Generates fresh tokens (not returning stored ones)
      * - Only accessible to authenticated sessions with user_id
      * - Validates that header session_id matches path session_id
      * @param params.sessionId {string} Session ID
@@ -5652,29 +5630,37 @@ declare class FinaticConnect$1 extends EventEmitter {
      *
      * @methodId open_portal_client_sdk
      * @category session
-     * @param params - Optional parameters object
-     * @param params.theme - Optional theme preset or custom theme object
-     * @param params.brokers - Optional array of broker IDs to filter
-     * @param params.email - Optional email address
-     * @param params.mode - Optional mode ('light' or 'dark')
-     * @param onSuccess - Optional callback when portal authentication succeeds
-     * @param onError - Optional callback when portal authentication fails
-     * @param onClose - Optional callback when portal is closed
      * @returns Promise that resolves when portal is opened
      * @example
      * ```typescript-client
+     * // Recommended: Single options object with callbacks
      * await finatic.openPortal({
-     *   theme: 'default',
+     *   theme: { preset: 'stockAlgos' },
      *   brokers: ['broker-1'],
      *   email: 'user@example.com',
-     *   mode: 'dark'
-     * },
-     *   (userId) => console.log('User authenticated:', userId),
-     *   (error) => console.error('Portal error:', error),
-     *   () => console.log('Portal closed')
-     * );
+     *   mode: 'dark',
+     *   onSuccess: (userId) => console.log('User authenticated:', userId),
+     *   onError: (error) => console.error('Portal error:', error),
+     *   onClose: () => console.log('Portal closed')
+     * });
      * ```
      */
+    openPortal(options?: {
+        theme?: string | {
+            preset?: string;
+            custom?: Record<string, unknown>;
+        };
+        brokers?: string[];
+        email?: string;
+        mode?: 'light' | 'dark';
+        onSuccess?: (userId: string) => void;
+        onError?: (error: Error) => void;
+        onClose?: () => void;
+    }): Promise<void>;
+    /**
+     * @deprecated Use the single options object pattern instead: openPortal({ theme, brokers, email, mode, onSuccess, onError, onClose })
+     * This overload will be removed in a future version.
+     */
     openPortal(params?: {
         theme?: string | {
             preset?: string;
@@ -7253,5 +7239,5 @@ declare class FinaticConnect extends FinaticConnect$1 {
     static readonly __CUSTOM_CLASS__ = true;
 }
 
-export { AccountStatus, ApiError, BrokerDataAccountTypeEnum, BrokerDataAssetTypeEnum, BrokerDataOrderSideEnum, BrokerDataPositionStatusEnum, BrokersWrapper, CompanyWrapper, Configuration, EventEmitter, FDXAccountStatus, FDXAccountType, FDXAssetType, FDXBalanceType, FDXOrderClass, FDXOrderEventType, FDXOrderGroupType, FDXOrderSide, FDXOrderStatus, FDXOrderType, FDXPositionSide, FDXPositionStatus, FDXSecurityIdType, FDXTimeInForce, FinaticConnect, FinaticError, PaginatedData, SessionStatus, SessionWrapper, ValidationError, addErrorInterceptor, addRequestInterceptor, addResponseInterceptor, appendBrokerFilterToURL, appendThemeToURL, applyErrorInterceptors, applyRequestInterceptors, applyResponseInterceptors, coerceEnumValue, convertToPlainObject, defaultConfig, generateCacheKey, generateRequestId, getCache, getConfig, getLogger, handleError, numberSchema, retryApiCall, stringSchema, unwrapAxiosResponse, validateParams };
-export type { Accounttype, ValidationError$1 as ApiValidationError, Assettype, Availablebalance, Availabletowithdraw, Averagebuyprice, Averagefillprice, Averagesellprice, Balancetype, BrokerInfo, Buyingpower, Cashbalance, Closedquantity, Closepriceavg, Commission, Commissionshare, CompanyResponse, ConfigurationParameters, Costbasis, Costbasis1, Costbasiswithcommission, Costbasiswithcommission1, Currentbalance, Currentprice, DisconnectActionResult, ErrorInterceptor, Eventtype, FDXBrokerAccount, FDXBrokerBalance, FDXBrokerOrder, FDXBrokerOrderEvent, FDXBrokerOrderFill, FDXBrokerOrderGroup, FDXBrokerPosition, FDXBrokerPositionLot, FDXBrokerPositionLotFill, FDXOrderGroupOrder, FDXOrderLeg, Filledquantity, Fillprice, Fillquantity, FinaticConnectOptions, FinaticResponse$3 as FinaticResponse, FinaticResponseCompanyResponse, FinaticResponseDisconnectActionResult, FinaticResponseListBrokerInfo, FinaticResponseListFDXBrokerAccount, FinaticResponseListFDXBrokerBalance, FinaticResponseListFDXBrokerOrder, FinaticResponseListFDXBrokerOrderEvent, FinaticResponseListFDXBrokerOrderFill, FinaticResponseListFDXBrokerOrderGroup, FinaticResponseListFDXBrokerPosition, FinaticResponseListFDXBrokerPositionLot, FinaticResponseListFDXBrokerPositionLotFill, FinaticResponseListUserBrokerConnectionWithPermissions, FinaticResponsePortalUrlResponse, FinaticResponseSessionResponseData, FinaticResponseSessionUserResponse, FinaticResponseTokenResponseData, Futureunderlyingassettype, Grouptype, HTTPValidationError, Initialmargin, InterceptorChain, Limitprice, LogLevel, Logger, Maintenancemargin, Marketvalue, Netliquidationvalue, Openprice, Openquantity, Orderclass, Orderstatus, Ordertype, PaginationMeta, ParsedFinaticError, Pendingbalance, PortalUrlResponse, Previousstatus, Price, Quantity, Quantity1, Quantity2, Realizedprofitloss, Realizedprofitloss1, Realizedprofitlosspercent, Realizedprofitlosswithcommission, Realizedprofitlosswithcommission1, Remainingquantity, Remainingquantity1, RequestInterceptor, ResponseInterceptor, RetryOptions, SdkConfig, Securityidtype, SessionResponseData, SessionStartRequest, SessionUserResponse, Side, Side1, Side2, Side3, Status, Status1, Stopprice, Strikeprice, SuccessPayloadCompanyResponse, SuccessPayloadDisconnectActionResult, SuccessPayloadListBrokerInfo, SuccessPayloadListFDXBrokerAccount, SuccessPayloadListFDXBrokerBalance, SuccessPayloadListFDXBrokerOrder, SuccessPayloadListFDXBrokerOrderEvent, SuccessPayloadListFDXBrokerOrderFill, SuccessPayloadListFDXBrokerOrderGroup, SuccessPayloadListFDXBrokerPosition, SuccessPayloadListFDXBrokerPositionLot, SuccessPayloadListFDXBrokerPositionLotFill, SuccessPayloadListUserBrokerConnectionWithPermissions, SuccessPayloadPortalUrlResponse, SuccessPayloadSessionResponseData, SuccessPayloadSessionUserResponse, SuccessPayloadTokenResponseData, Timeinforce, TokenResponseData, Totalcashvalue, Totalrealizedpnl, Units, Unrealizedprofitloss, Unrealizedprofitlosspercent, UserBrokerConnectionWithPermissions, ValidationErrorLocInner };
+export { ApiError, BrokerDataAccountTypeEnum, BrokerDataAssetTypeEnum, BrokerDataOrderSideEnum, BrokerDataPositionStatusEnum, BrokersWrapper, CompanyWrapper, Configuration, EventEmitter, FDXAccountStatus, FDXAccountType, FDXAssetType, FDXBalanceType, FDXOrderClass, FDXOrderEventType, FDXOrderGroupType, FDXOrderSide, FDXOrderStatus, FDXOrderType, FDXPositionSide, FDXPositionStatus, FDXSecurityIdType, FDXTimeInForce, FinaticConnect, FinaticError, PaginatedData, SessionStatus, SessionWrapper, ValidationError, addErrorInterceptor, addRequestInterceptor, addResponseInterceptor, appendBrokerFilterToURL, appendThemeToURL, applyErrorInterceptors, applyRequestInterceptors, applyResponseInterceptors, coerceEnumValue, convertToPlainObject, defaultConfig, generateCacheKey, generateRequestId, getCache, getConfig, getLogger, handleError, numberSchema, retryApiCall, stringSchema, unwrapAxiosResponse, validateParams };
+export type { Accounts, Accounttype, ValidationError$1 as ApiValidationError, Assettype, Availablebalance, Availabletowithdraw, Averagebuyprice, Averagefillprice, Averagesellprice, Balancetype, BrokerInfo, Buyingpower, Cashbalance, Closedquantity, Closepriceavg, Commission, Commissionshare, ConfigurationParameters, Costbasis, Costbasis1, Costbasiswithcommission, Costbasiswithcommission1, Currentbalance, Currentprice, DisconnectCompanyFromBrokerConnectionResult, ErrorInterceptor, Eventtype, FDXBrokerAccount, FDXBrokerBalance, FDXBrokerOrder, FDXBrokerOrderEvent, FDXBrokerOrderFill, FDXBrokerOrderGroup, FDXBrokerPosition, FDXBrokerPositionLot, FDXBrokerPositionLotFill, FDXOrderGroupOrder, FDXOrderLeg, Filledquantity, Fillprice, Fillquantity, FinaticAPIErrorResponse, FinaticConnectOptions, FinaticResponse$3 as FinaticResponse, FinaticResponseAccounts, FinaticResponseDisconnectCompanyFromBrokerConnectionResult, FinaticResponseListBrokerInfo, FinaticResponseListFDXBrokerAccount, FinaticResponseListFDXBrokerBalance, FinaticResponseListFDXBrokerOrder, FinaticResponseListFDXBrokerOrderEvent, FinaticResponseListFDXBrokerOrderFill, FinaticResponseListFDXBrokerOrderGroup, FinaticResponseListFDXBrokerPosition, FinaticResponseListFDXBrokerPositionLot, FinaticResponseListFDXBrokerPositionLotFill, FinaticResponseListUserBrokerConnectionWithPermissions, FinaticResponsePortalUrlResponse, FinaticResponseSessionResponseData, FinaticResponseSessionUserResponse, FinaticResponseTokenResponseData, Futureunderlyingassettype, Grouptype, HTTPValidationError, Initialmargin, InterceptorChain, Limitprice, LogLevel, Logger, Maintenancemargin, Marketvalue, Netliquidationvalue, Openprice, Openquantity, Orderclass, Orderstatus, Ordertype, PaginationMeta, ParsedFinaticError, Pendingbalance, PortalUrlResponse, Previousstatus, Price, Quantity, Quantity1, Quantity2, Realizedprofitloss, Realizedprofitloss1, Realizedprofitlosspercent, Realizedprofitlosswithcommission, Realizedprofitlosswithcommission1, Remainingquantity, Remainingquantity1, RequestInterceptor, ResponseInterceptor, RetryOptions, SdkConfig, Securityidtype, SessionResponseData, SessionStartRequest, SessionUserResponse, Side, Side1, Side2, Side3, Status, Status1, Stopprice, Strikeprice, SuccessPayloadAccounts, SuccessPayloadDisconnectCompanyFromBrokerConnectionResult, SuccessPayloadListBrokerInfo, SuccessPayloadListFDXBrokerAccount, SuccessPayloadListFDXBrokerBalance, SuccessPayloadListFDXBrokerOrder, SuccessPayloadListFDXBrokerOrderEvent, SuccessPayloadListFDXBrokerOrderFill, SuccessPayloadListFDXBrokerOrderGroup, SuccessPayloadListFDXBrokerPosition, SuccessPayloadListFDXBrokerPositionLot, SuccessPayloadListFDXBrokerPositionLotFill, SuccessPayloadListUserBrokerConnectionWithPermissions, SuccessPayloadPortalUrlResponse, SuccessPayloadSessionResponseData, SuccessPayloadSessionUserResponse, SuccessPayloadTokenResponseData, Timeinforce, TokenResponseData, Totalcashvalue, Totalrealizedpnl, Units, Unrealizedprofitloss, Unrealizedprofitlosspercent, UserBrokerConnectionWithPermissions, ValidationErrorLocInner };