@firela/api-types 0.0.0-canary.14a6ef5a → 0.0.0-canary.19fa1e7e

package/src/generated/types.gen.ts

@@ -316,6 +316,53 @@ export type RegionsMetadataResponseDto = {
   regions: Array<RegionInfoDto>;
 };
 
+export type CostSpecDto = {
+  /**
+   * Cost specification mode (mirrors engine CostSpec)
+   */
+  mode: 'per-unit' | 'total' | 'date' | 'label' | 'auto';
+  /**
+   * Per-unit cost (required when mode is "per-unit")
+   */
+  numberPerUnit?: string;
+  /**
+   * Total cost for all units (required when mode is "total")
+   */
+  totalNumber?: string;
+  /**
+   * Cost currency (required in all modes)
+   */
+  currency: string;
+  /**
+   * Lot acquisition date, ISO 8601 (required when mode is "date")
+   */
+  date?: string;
+  /**
+   * Lot label (required when mode is "label"; optional tag in buy modes)
+   */
+  label?: string;
+  /**
+   * Merge lots for AVERAGE booking (mode: auto)
+   */
+  merge?: boolean;
+};
+
+/**
+ * Cost specification mode (mirrors engine CostSpec)
+ */
+export type mode = 'per-unit' | 'total' | 'date' | 'label' | 'auto';
+
+export type AmountDto = {
+  /**
+   * Amount as decimal string (max 15 integer + 15 decimal digits)
+   */
+  number: string;
+  /**
+   * Currency/commodity code
+   */
+  currency: string;
+};
+
 export type CreatePostingDto = {
   /**
    * Account name in Beancount format (must start with uppercase, colon-separated)
@@ -335,6 +382,14 @@ export type CreatePostingDto = {
   meta?: {
     [key: string]: unknown;
   };
+  /**
+   * Cost basis (Beancount `{...}`). Maps to engine costSpec. Required for commodity holdings so they carry a monetary weight that can balance.
+   */
+  cost?: CostSpecDto;
+  /**
+   * Price annotation (Beancount `@...`). Maps to engine price. Used for valuation; cost takes priority for balance weight.
+   */
+  price?: AmountDto;
 };
 
 export type CreateTransactionDto = {
@@ -387,6 +442,25 @@ export type CreateTransactionDto = {
  */
 export type flag = '*' | '!';
 
+export type CostDetailDto = {
+  /**
+   * Per-unit cost basis (mirrors engine Cost.number)
+   */
+  number?: string;
+  /**
+   * Cost currency
+   */
+  currency?: string;
+  /**
+   * Lot acquisition date (ISO yyyy-mm-dd)
+   */
+  date?: string;
+  /**
+   * Lot label
+   */
+  label?: string;
+};
+
 export type PostingResponseDto = {
   /**
    * Account name
@@ -400,6 +474,10 @@ export type PostingResponseDto = {
    * Currency
    */
   currency?: string;
+  /**
+   * Booking-resolved cost (mirrors engine Cost). Undefined when the posting has no cost basis.
+   */
+  cost?: CostDetailDto;
 };
 
 export type RecurringSuggestionDto = {
@@ -561,6 +639,55 @@ export type BatchTransactionResponseDto = {
   failed: Array<BatchTransactionErrorDto>;
 };
 
+export type CorrectTransactionDto = {
+  /**
+   * Transaction date (ISO 8601 format)
+   */
+  date: string;
+  /**
+   * Transaction flag: * (cleared), ! (pending)
+   */
+  flag?: '*' | '!';
+  /**
+   * Payee name
+   */
+  payee?: string;
+  /**
+   * Transaction narration/description
+   */
+  narration: string;
+  /**
+   * Transaction tags (without # prefix)
+   */
+  tags?: Array<string>;
+  /**
+   * Transaction links (without ^ prefix)
+   */
+  links?: Array<string>;
+  /**
+   * Transaction postings (minimum 1, typically 2 for double-entry)
+   */
+  postings: Array<CreatePostingDto>;
+  /**
+   * Transaction-level metadata
+   */
+  meta?: {
+    [key: string]: unknown;
+  };
+  /**
+   * Unique key for idempotent transaction creation. If provided, duplicate requests with the same key will return the existing transaction.
+   */
+  idempotencyKey?: string;
+  /**
+   * Auto-create accounts if not found. When true, missing accounts will be automatically created. When false (default for API), missing accounts will cause a validation error. Set to true for quick entry scenarios where you want to create accounts on-the-fly.
+   */
+  autoCreateAccounts?: boolean;
+  /**
+   * Reason for correcting/superseding the original transaction
+   */
+  correctionReason?: string;
+};
+
 export type PostingDetailDto = {
   /**
    * Posting ID
@@ -571,9 +698,9 @@ export type PostingDetailDto = {
    */
   accountId: string;
   /**
-   * Account name
+   * Fully-qualified Beancount account path
    */
-  accountName: string;
+  account: string;
   /**
    * Amount as decimal string. Typed optional but always present in responses: interpolation fills any MISSING posting before it is persisted or returned.
    */
@@ -594,6 +721,10 @@ export type PostingDetailDto = {
    * Cost date
    */
   costDate?: string;
+  /**
+   * Booking-resolved cost (mirrors engine Cost). Undefined when the posting has no cost basis.
+   */
+  cost?: CostDetailDto;
   /**
    * Price amount
    */
@@ -691,6 +822,14 @@ export type TransactionDetailDto = {
    * Correction reason (if voided or superseded)
    */
   correctionReason?: string;
+  /**
+   * ID of the transaction that supersedes this one (set when status=SUPERSEDED)
+   */
+  supersededBy?: string;
+  /**
+   * ID of the transaction this one corrected/replaced (back-link on the replacement)
+   */
+  originalTxn?: string;
 };
 
 /**
@@ -1185,17 +1324,17 @@ export type ResolveResultDto = {
     [key: string]: string;
   };
   /**
-   * Resolution ID for undo
+   * Resolution ID for undo. Absent when the resolver rejected the decision (review stayed PENDING).
    */
-  resolutionId: string;
+  resolutionId?: string;
   /**
    * Whether this decision can be undone
    */
-  canUndo: boolean;
+  canUndo?: boolean;
   /**
    * Deadline for undo (24h from resolution)
    */
-  undoDeadline: string;
+  undoDeadline?: string;
   /**
    * Rule ID if learning was triggered (ACCEPT_AND_LEARN actions). Use this to deep-link to the rule management page.
    */
@@ -2890,6 +3029,96 @@ export type UpdatePropertyDto = {
   value: string;
 };
 
+export type CreateBeanEventDto = {
+  /**
+   * Life event date (ISO 8601)
+   */
+  date: string;
+  /**
+   * Life event type (e.g., "employer", "location", "marital-status") — user-defined, no enum constraint at engine layer
+   */
+  type: string;
+  /**
+   * Life event description. Empty string is a VALID value (distinct from absence).
+   */
+  description: string;
+  /**
+   * Product-side metadata (lives in BeanEvent.meta JSON, never in engine Event fields)
+   */
+  meta?: {
+    [key: string]: unknown;
+  };
+};
+
+export type EventResponseDto = {
+  /**
+   * Unique identifier
+   */
+  id: string;
+  /**
+   * User ID (owner of the life event)
+   */
+  userId: string;
+  /**
+   * Life event date (ISO 8601 format)
+   */
+  date: string;
+  /**
+   * Life event type (user-defined, e.g., "employer", "location")
+   */
+  type: string;
+  /**
+   * Life event description. May be an empty string (a valid value distinct from absence).
+   */
+  description: string;
+  /**
+   * Product-side metadata (free-form JSON)
+   */
+  meta: {
+    [key: string]: unknown;
+  };
+  /**
+   * Creation timestamp
+   */
+  createdAt: string;
+  /**
+   * Last update timestamp. Also emitted as the ETag response header for If-Match optimistic concurrency.
+   */
+  updatedAt: string;
+};
+
+export type EventListResponseDto = {
+  /**
+   * List of life events
+   */
+  items: Array<EventResponseDto>;
+  /**
+   * Total number of life events matching the query
+   */
+  total: number;
+};
+
+export type UpdateBeanEventDto = {
+  /**
+   * Life event date (ISO 8601)
+   */
+  date?: string;
+  /**
+   * Life event type (user-defined)
+   */
+  type?: string;
+  /**
+   * Life event description. Empty string is a VALID value (distinct from absence).
+   */
+  description?: string;
+  /**
+   * Product-side metadata (free-form JSON)
+   */
+  meta?: {
+    [key: string]: unknown;
+  };
+};
+
 export type FileImportDto = {
   /**
    * Bill file to import (CSV, PDF, OFX, etc.)
@@ -3354,6 +3583,8 @@ export type SupportedProvidersResponseDto = {
 
 export type ParserTelemetryReportDto = unknown;
 
+export type UncoveredFormatMissDto = unknown;
+
 export type ProcessNlpDto = {
   /**
    * Natural language text describing a transaction (Chinese)
@@ -4139,8 +4370,21 @@ export type AccountItemWithAssetClassDto = {
    * Risk level
    */
   riskLevel?: string;
+  /**
+   * ADR-0105 classification provenance (holding level always; account level only on FALLBACK)
+   */
+  source?: 'USER_META' | 'FIAT_CURRENCY' | 'OPENBB_MAPPING' | 'FALLBACK';
 };
 
+/**
+ * ADR-0105 classification provenance (holding level always; account level only on FALLBACK)
+ */
+export type source2 =
+  | 'USER_META'
+  | 'FIAT_CURRENCY'
+  | 'OPENBB_MAPPING'
+  | 'FALLBACK';
+
 export type AssetClassGroupDto = {
   /**
    * Asset class name
@@ -4227,6 +4471,12 @@ export type AssetClassSummaryDto = {
    * Exchange rate warnings
    */
   warnings?: Array<AccountExchangeRateWarningDto>;
+  /**
+   * ADR-0105 §4 fallback provenance stats (holding level only). valueRatio is the grey-area share of total converted value; count is the number of source=FALLBACK holdings.
+   */
+  fallback?: {
+    [key: string]: unknown;
+  };
 };
 
 export type AssetClassAccountsResponseDto = {
@@ -4238,6 +4488,56 @@ export type AssetClassAccountsResponseDto = {
    * Summary statistics
    */
   summary: AssetClassSummaryDto;
+  /**
+   * ADR-0105 §6 holding-level grey-area bucket (source=FALLBACK holdings peeled out of groups). Present only for groupBy=holdingAssetClass when FALLBACK holdings exist.
+   */
+  uncategorized?: AssetClassGroupDto;
+};
+
+export type HoldingAssetClassAccountSliceDto = {
+  /**
+   * Account ID
+   */
+  accountId: string;
+  /**
+   * Full account path
+   */
+  accountPath: string;
+  /**
+   * Currency of the holding with the largest converted base value; undefined when no holding is convertible
+   */
+  accountCurrency?: string;
+  /**
+   * Account's market value in base currency (Σ converted holdings; grey bucket included)
+   */
+  marketValueBase: string;
+  /**
+   * Share of the global total (0-100). 0 when globalTotal is zero (no NaN/Infinity).
+   */
+  shareOfTotalPct: number;
+  /**
+   * Per-account asset-class breakdown
+   */
+  groups: Array<AssetClassGroupDto>;
+  /**
+   * Per-account grey bucket (source=FALLBACK holdings, incl. broker cash)
+   */
+  uncategorized?: AssetClassGroupDto;
+  /**
+   * Every holding row for this account (account ID in each row’s `id` field)
+   */
+  holdings: Array<AccountItemWithAssetClassDto>;
+};
+
+export type HoldingAssetClassCrossAccountResponseDto = {
+  /**
+   * Merged cross-account holding aggregation
+   */
+  global: AssetClassAccountsResponseDto;
+  /**
+   * Per-account slices
+   */
+  byAccount: Array<HoldingAssetClassAccountSliceDto>;
 };
 
 export type CashFlowByCurrencyDto = {
@@ -4319,66 +4619,428 @@ export type CashFlowResponseDto = {
   warnings?: Array<ExchangeRateWarningDto>;
 };
 
-export type CurrencyBalanceDto = {
+export type CategoryGroupDto = {
   /**
-   * ISO 4217 currency code
+   * Functional category (account-path Group segment); regional and universal account paths merge under it
    */
-  currency: string;
+  category: string;
   /**
-   * Balance amount
+   * Converted total expense in base currency
    */
-  balance: string;
-};
-
-export type TimeSeriesPointDto = {
+  totalExpense: string;
   /**
-   * Date in YYYY-MM-DD format
+   * Share of grand total (0-100); 0 when grand total is 0
    */
-  date: string;
+  sharePct: number;
   /**
-   * Value at this date (in base currency)
+   * Raw (unconverted) expense per currency
    */
-  value: string;
+  balanceByCurrency: Array<BalanceByCurrencyDto>;
   /**
-   * Change from previous point
+   * Converted total in base currency (omitted when FX missing for all currencies in this category)
    */
-  change?: {
-    [key: string]: unknown;
-  };
+  convertedBalance?: string;
+};
+
+export type ExpensesByCategorySummaryDto = {
   /**
-   * Multi-currency breakdown for this point
+   * Total expense across all categories (converted; convertible categories only)
    */
-  byCurrency?: Array<CurrencyBalanceDto>;
+  totalExpense: string;
+  /**
+   * Number of categories
+   */
+  categoryCount: number;
 };
 
-export type TrendSummaryDto = {
+export type ExpensesByCategoryResponseDto = {
   /**
-   * Value at start of period
+   * Period requested
    */
-  startValue: string;
+  period: string;
   /**
-   * Value at end of period
+   * Base currency for converted values
    */
-  endValue: string;
+  baseCurrency: string;
   /**
-   * Total change over period
+   * Expense groups by functional category, sorted by converted total desc
    */
-  totalChange: string;
+  groups: Array<CategoryGroupDto>;
   /**
-   * Total change percentage
+   * Summary statistics
    */
-  totalChangePercentage: string;
+  summary: ExpensesByCategorySummaryDto;
+  /**
+   * Exchange rate warnings (e.g. missing rate for a currency)
+   */
+  warnings?: Array<ExchangeRateWarningDto>;
 };
 
-export type MultiCurrencyPointDto = {
+export type MonetaryDto = {
   /**
-   * Date in YYYY-MM-DD format
+   * Amount (Decimal string)
    */
-  date: string;
+  amount: string;
   /**
-   * Balances by currency
+   * ISO 4217 currency
    */
-  byCurrency: Array<CurrencyBalanceDto>;
+  currency: string;
+  /**
+   * Converted to user base currency (Decimal string)
+   */
+  baseCcyEquivalent?: {
+    [key: string]: unknown;
+  } | null;
+};
+
+export type CurrentPriceDto = {
+  /**
+   * Price amount (Decimal string)
+   */
+  amount: string;
+  /**
+   * Price currency (ISO 4217)
+   */
+  currency: string;
+  /**
+   * Price date (ISO 8601)
+   */
+  date: string;
+  /**
+   * Price source
+   */
+  source: 'USER_OVERRIDE' | 'OPENBB_EQUITY' | 'OPENBB_CURRENCY';
+};
+
+/**
+ * Price source
+ */
+export type source3 = 'USER_OVERRIDE' | 'OPENBB_EQUITY' | 'OPENBB_CURRENCY';
+
+export type FxRateDto = {
+  from: string;
+  to: string;
+  /**
+   * FX rate (Decimal string)
+   */
+  rate: string;
+  /**
+   * Rate date (ISO 8601)
+   */
+  date: string;
+};
+
+export type HoldingPnlRowDto = {
+  /**
+   * Account UUID
+   */
+  accountId: string;
+  /**
+   * Full account path
+   */
+  accountPath: string;
+  /**
+   * Account settlement currency (ISO 4217), from cost currency
+   */
+  accountCcy?: {
+    [key: string]: unknown;
+  } | null;
+  /**
+   * Broker type derived from Platform.type
+   */
+  brokerType?: {
+    [key: string]: unknown;
+  } | null;
+  /**
+   * Commodity symbol
+   */
+  symbol: string;
+  /**
+   * Chart segment token (libs/common resolver)
+   */
+  chartToken: 'equity' | 'fund' | 'bond' | 'cash' | 'other';
+  assetClass: string;
+  assetSubClass?: {
+    [key: string]: unknown;
+  } | null;
+  /**
+   * Net held units (Decimal string)
+   */
+  units: string;
+  /**
+   * Average cost per unit; null when cost currency conflicts or no cost
+   */
+  averageCostPerUnit?: MonetaryDto | null;
+  /**
+   * Cost basis of held units
+   */
+  costBasis?: MonetaryDto | null;
+  /**
+   * Market value at asOf price
+   */
+  marketValue?: MonetaryDto | null;
+  /**
+   * Price used for market value
+   */
+  currentPrice?: CurrentPriceDto | null;
+  /**
+   * Unrealized P&L in base currency (Decimal string); null when any FX/price missing
+   */
+  unrealizedPnlBase?: {
+    [key: string]: unknown;
+  } | null;
+  /**
+   * Unrealized P&L % (Decimal string)
+   */
+  unrealizedPnlPct?: {
+    [key: string]: unknown;
+  } | null;
+  /**
+   * Historical FX rate applied to cost basis
+   */
+  costFxRate?: FxRateDto | null;
+  /**
+   * FX rate applied to market value
+   */
+  marketFxRate?: FxRateDto | null;
+  /**
+   * Share of invested assets % (Decimal string); only for invested chartTokens
+   */
+  pctOfInvestedAssets?: {
+    [key: string]: unknown;
+  } | null;
+  /**
+   * Cumulative realized P&L on sold lots (asOf-date cutoff); null when the method has no applicable sells, a sell lacks a price, or any required FX rate is missing (never-mix). When a sell spans multiple currencies (cross-currency sale), amount and currency reflect the base currency; baseCcyEquivalent is always the authoritative dual-FX figure
+   */
+  realizedPnl?: MonetaryDto | null;
+};
+
+/**
+ * Chart segment token (libs/common resolver)
+ */
+export type chartToken = 'equity' | 'fund' | 'bond' | 'cash' | 'other';
+
+export type HoldingPnlWarningDto = {
+  /**
+   * Warning type
+   */
+  type:
+    | 'MISSING_COST_FX_RATE'
+    | 'MISSING_MARKET_FX_RATE'
+    | 'MISSING_SALE_PRICE'
+    | 'MISSING_REALIZED_FX_RATE'
+    | 'OVERSOLD_LOTS'
+    | 'NO_PRICE'
+    | 'MIXED_COST_CURRENCY';
+  symbol?: {
+    [key: string]: unknown;
+  } | null;
+  accountId?: {
+    [key: string]: unknown;
+  } | null;
+  currency?: {
+    [key: string]: unknown;
+  } | null;
+};
+
+/**
+ * Warning type
+ */
+export type type4 =
+  | 'MISSING_COST_FX_RATE'
+  | 'MISSING_MARKET_FX_RATE'
+  | 'MISSING_SALE_PRICE'
+  | 'MISSING_REALIZED_FX_RATE'
+  | 'OVERSOLD_LOTS'
+  | 'NO_PRICE'
+  | 'MIXED_COST_CURRENCY';
+
+export type HoldingPnlResponseDto = {
+  asOfDate: string;
+  baseCurrency: string;
+  /**
+   * Realized-P&L lot-matching method (FIFO or average). Unrealized cost basis remains average regardless of this value (#473).
+   */
+  method: 'average' | 'FIFO';
+  rows: Array<HoldingPnlRowDto>;
+  warnings: Array<HoldingPnlWarningDto>;
+};
+
+/**
+ * Realized-P&L lot-matching method (FIFO or average). Unrealized cost basis remains average regardless of this value (#473).
+ */
+export type method = 'average' | 'FIFO';
+
+export type CreateBeanPriceDto = {
+  /**
+   * Currency being priced (e.g., USD, AAPL, BTC)
+   */
+  currency: string;
+  /**
+   * Quote currency (pricing currency, e.g., CNY, EUR)
+   */
+  quoteCurrency: string;
+  /**
+   * Price amount (MUST be >= 0 per Beancount spec, supports up to 15 decimal places). Zero allowed for conversion entries, negative strictly prohibited.
+   */
+  amount: number;
+  /**
+   * Price date (ISO 8601 format)
+   */
+  date: string;
+  /**
+   * Metadata (validated by Zod schema, max field lengths enforced)
+   */
+  metadata?: {
+    [key: string]: unknown;
+  };
+};
+
+export type PriceResponseDto = {
+  /**
+   * Unique identifier
+   */
+  id: string;
+  /**
+   * User ID (owner of the price)
+   */
+  userId: string;
+  /**
+   * Currency being priced (e.g., USD, AAPL, BTC)
+   */
+  currency: string;
+  /**
+   * Quote currency (pricing currency, e.g., USD, CNY)
+   */
+  quoteCurrency: string;
+  /**
+   * Price amount (corresponds to Beancount Amount.number). Supports up to 15 decimal places.
+   */
+  amount: number;
+  /**
+   * Price date (ISO 8601 format). Represents the date this price was valid.
+   */
+  date: string;
+  /**
+   * Metadata (corresponds to Beancount meta field). Contains source, confidence, note, etc.
+   */
+  meta: {
+    [key: string]: unknown;
+  };
+  /**
+   * Creation timestamp
+   */
+  createdAt: string;
+  /**
+   * Last update timestamp
+   */
+  updatedAt: string;
+};
+
+export type PriceListResponseDto = {
+  /**
+   * List of prices
+   */
+  items: Array<PriceResponseDto>;
+  /**
+   * Total number of prices
+   */
+  total: number;
+};
+
+export type UpdateBeanPriceDto = {
+  /**
+   * Currency being priced
+   */
+  currency?: string;
+  /**
+   * Quote currency (pricing currency)
+   */
+  quoteCurrency?: string;
+  /**
+   * Price amount (MUST be >= 0 per Beancount spec)
+   */
+  amount?: number;
+  /**
+   * Price date (ISO 8601 format)
+   */
+  date?: string;
+  /**
+   * Metadata
+   */
+  metadata?: {
+    [key: string]: unknown;
+  };
+};
+
+export type CurrencyBalanceDto = {
+  /**
+   * ISO 4217 currency code
+   */
+  currency: string;
+  /**
+   * Balance amount
+   */
+  balance: string;
+};
+
+export type TimeSeriesPointDto = {
+  /**
+   * Date in YYYY-MM-DD format
+   */
+  date: string;
+  /**
+   * Value at this date (in base currency)
+   */
+  value: string;
+  /**
+   * Change from previous point
+   */
+  change?: {
+    [key: string]: unknown;
+  };
+  /**
+   * Total assets at this date (in base currency)
+   */
+  assets?: string;
+  /**
+   * Total liabilities at this date (in base currency)
+   */
+  liabilities?: string;
+  /**
+   * Multi-currency breakdown for this point
+   */
+  byCurrency?: Array<CurrencyBalanceDto>;
+};
+
+export type TrendSummaryDto = {
+  /**
+   * Value at start of period
+   */
+  startValue: string;
+  /**
+   * Value at end of period
+   */
+  endValue: string;
+  /**
+   * Total change over period
+   */
+  totalChange: string;
+  /**
+   * Total change percentage
+   */
+  totalChangePercentage: string;
+};
+
+export type MultiCurrencyPointDto = {
+  /**
+   * Date in YYYY-MM-DD format
+   */
+  date: string;
+  /**
+   * Balances by currency
+   */
+  byCurrency: Array<CurrencyBalanceDto>;
 };
 
 export type PortfolioTrendsResponseDto = {
@@ -4412,6 +5074,71 @@ export type PortfolioTrendsResponseDto = {
   warnings?: Array<ExchangeRateWarningDto>;
 };
 
+export type CashFlowPointDto = {
+  /**
+   * Month key (YYYY-MM)
+   */
+  month: string;
+  /**
+   * Income in base currency (absolute, converted)
+   */
+  income: string;
+  /**
+   * Expense in base currency (absolute, converted)
+   */
+  expense: string;
+  /**
+   * netSavings = income − expense (savings positive)
+   */
+  netSavings: string;
+};
+
+export type CashFlowTrendSummaryDto = {
+  /**
+   * Total income across the period
+   */
+  totalIncome: string;
+  /**
+   * Total expense across the period
+   */
+  totalExpense: string;
+  /**
+   * income − expense across the period
+   */
+  totalNetSavings: string;
+  /**
+   * totalNetSavings divided by the window length (N months, incl. zero-filled)
+   */
+  averageMonthlyNetSavings: string;
+};
+
+export type CashFlowTrendsResponseDto = {
+  /**
+   * Monthly cash-flow series (fixed N-month window, zero-filled)
+   */
+  series: Array<CashFlowPointDto>;
+  /**
+   * Period totals
+   */
+  summary: CashFlowTrendSummaryDto;
+  /**
+   * Period requested
+   */
+  period: string;
+  /**
+   * Data granularity (v1 returns month buckets)
+   */
+  granularity: string;
+  /**
+   * Base currency for converted values
+   */
+  currency: string;
+  /**
+   * Exchange rate warnings (e.g. missing rate for a currency)
+   */
+  warnings?: Array<ExchangeRateWarningDto>;
+};
+
 export type GenerateSnapshotBody = unknown;
 
 export type GenerateSnapshotResponse = unknown;
@@ -4598,6 +5325,10 @@ export type TransactionControllerListData = {
    * Filter by account ID (transactions with postings to this account)
    */
   accountId?: string;
+  /**
+   * Filter by ADR-0075 functional category (Group segment); matches any posting to an Expenses/Income account whose derived Group segment equals this value
+   */
+  category?: string;
   /**
    * Filter by start date (inclusive), format: YYYY-MM-DD
    */
@@ -4641,6 +5372,20 @@ export type TransactionControllerCreateBatchData = {
 export type TransactionControllerCreateBatchResponse =
   BatchTransactionResponseDto;
 
+export type TransactionControllerCorrectData = {
+  /**
+   * Original transaction ID to correct
+   */
+  id: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: CorrectTransactionDto;
+};
+
+export type TransactionControllerCorrectResponse = TransactionDetailDto;
+
 export type TransactionControllerSuggestTagsData = {
   /**
    * Max suggestions (1-100, default 10)
@@ -5575,6 +6320,104 @@ export type PropertyControllerDeleteData = {
 
 export type PropertyControllerDeleteResponse = void;
 
+export type EventControllerCreateData = {
+  /**
+   * Region code for tenant context (decorative for life events)
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: CreateBeanEventDto;
+};
+
+export type EventControllerCreateResponse = EventResponseDto;
+
+export type EventControllerFindAllData = {
+  /**
+   * Filter life events from this date (ISO 8601 format)
+   */
+  from?: string;
+  /**
+   * Number of items per page (default: 20, max: 100)
+   */
+  limit?: number;
+  /**
+   * Page number for pagination (default: 1)
+   */
+  page?: number;
+  /**
+   * Search term for description (case-insensitive partial match)
+   */
+  q?: string;
+  /**
+   * Region code for tenant context (decorative for life events)
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  /**
+   * Filter life events to this date (ISO 8601 format)
+   */
+  to?: string;
+  /**
+   * Filter by life event type (exact match)
+   */
+  type?: string;
+};
+
+export type EventControllerFindAllResponse = EventListResponseDto;
+
+export type EventControllerFindOneData = {
+  /**
+   * Life event ID
+   */
+  id: string;
+  /**
+   * Region code for tenant context (decorative for life events)
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type EventControllerFindOneResponse = EventResponseDto;
+
+export type EventControllerUpdateData = {
+  /**
+   * Life event ID
+   */
+  id: string;
+  /**
+   * Region code for tenant context (decorative for life events)
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: UpdateBeanEventDto;
+};
+
+export type EventControllerUpdateResponse = EventResponseDto;
+
+export type EventControllerDeleteData = {
+  /**
+   * Life event ID
+   */
+  id: string;
+  /**
+   * Region code for tenant context (decorative for life events)
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type EventControllerDeleteResponse = void;
+
+export type EventControllerGetSliceData = {
+  accountPattern: string;
+  granularity: string;
+  /**
+   * Life event ID
+   */
+  id: string;
+  /**
+   * Region code for tenant context (decorative for life events)
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type EventControllerGetSliceResponse = unknown;
+
 export type ExportControllerExportBeancountResponse = unknown;
 
 export type FileImportControllerImportFileData = {
@@ -5723,9 +6566,9 @@ export type ProviderSyncControllerSyncData = {
     | 'beancount-direct'
     | 'parsed-bill';
   /**
-   * Region code
+   * Region code for tenant context
    */
-  region: unknown;
+  region: 'cn' | 'us' | 'de' | 'gb';
   requestBody: ProviderSyncDto;
 };
 
@@ -5764,89 +6607,257 @@ export type TelemetryControllerReportTelemetryData = {
 
 export type TelemetryControllerReportTelemetryResponse = unknown;
 
+export type TelemetryControllerReportCoverageMissData = {
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: UncoveredFormatMissDto;
+};
+
+export type TelemetryControllerReportCoverageMissResponse = unknown;
+
+export type TelemetryControllerGetCoverageMetricsData = {
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  /**
+   * Top-N uncovered formats (default 10)
+   */
+  topN?: unknown;
+};
+
+export type TelemetryControllerGetCoverageMetricsResponse = unknown;
+
 export type NlpControllerProcessNaturalLanguageData = {
   /**
    * Region code for tenant context
    */
-  region: 'cn' | 'us' | 'de' | 'gb';
+  region: 'cn' | 'us' | 'de' | 'gb';
+  /**
+   * Natural language transaction input with optional session ID
+   */
+  requestBody: ProcessNlpDto;
+};
+
+export type NlpControllerProcessNaturalLanguageResponse = NlpResponseDto;
+
+export type NlpControllerClearSessionData = {
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  /**
+   * Specific session ID to clear (defaults to user session)
+   */
+  sessionId?: string;
+};
+
+export type NlpControllerClearSessionResponse = void;
+
+export type NlpControllerGetSessionData = {
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  /**
+   * Specific session ID to get (defaults to user session)
+   */
+  sessionId?: string;
+};
+
+export type NlpControllerGetSessionResponse = unknown;
+
+export type DashboardControllerGetNetWorthData = {
+  /**
+   * Date for balance calculation (ISO 8601 format)
+   */
+  date?: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type DashboardControllerGetNetWorthResponse = NetWorthResponseDto;
+
+export type DashboardControllerGetAccountsData = {
+  /**
+   * Scope to a single account (only valid with groupBy=holdingAssetClass, ADR-0105 §6)
+   */
+  accountId?: string;
+  /**
+   * Date for balance calculation (ISO 8601 format)
+   */
+  date?: string;
+  /**
+   * Grouping strategy
+   */
+  groupBy?:
+    | 'platform'
+    | 'assetClass'
+    | 'holdingAssetClass'
+    | 'holdingAssetClassByAccount';
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type DashboardControllerGetAccountsResponse =
+  | AccountsResponseDto
+  | AssetClassAccountsResponseDto
+  | HoldingAssetClassCrossAccountResponseDto;
+
+export type DashboardControllerGetCashFlowData = {
+  /**
+   * Period in YYYY-MM format
+   */
+  period: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type DashboardControllerGetCashFlowResponse = CashFlowResponseDto;
+
+export type DashboardControllerGetExpensesData = {
+  /**
+   * Grouping strategy
+   */
+  groupBy?: 'category';
+  /**
+   * Time window (1m = current calendar month)
+   */
+  period?: '1m' | '3m' | '6m' | '1y';
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type DashboardControllerGetExpensesResponse =
+  ExpensesByCategoryResponseDto;
+
+export type HoldingPnlControllerGetHoldingPnlData = {
+  /**
+   * Scope to a single account
+   */
+  accountId?: string;
+  /**
+   * As-of date (ISO 8601), defaults to today
+   */
+  asOf?: string;
+  /**
+   * Realized-P&L lot-matching method (default average). Does not affect the average-cost unrealized basis.
+   */
+  method?: 'FIFO' | 'average';
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type HoldingPnlControllerGetHoldingPnlResponse = HoldingPnlResponseDto;
+
+export type PriceControllerCreateData = {
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: CreateBeanPriceDto;
+};
+
+export type PriceControllerCreateResponse = PriceResponseDto;
+
+export type PriceControllerFindAllData = {
+  /**
+   * Filter by currency (e.g., BTC, AAPL, USD)
+   */
+  currency?: string;
+  /**
+   * Filter prices from this date (ISO 8601 format)
+   */
+  dateFrom?: string;
+  /**
+   * Filter prices to this date (ISO 8601 format)
+   */
+  dateTo?: string;
+  /**
+   * Number of items per page (default: 20, max: 100)
+   */
+  limit?: number;
+  /**
+   * Page number for pagination (default: 1)
+   */
+  page?: number;
   /**
-   * Natural language transaction input with optional session ID
+   * Filter by quote currency (pricing currency, e.g., USD, CNY)
    */
-  requestBody: ProcessNlpDto;
-};
-
-export type NlpControllerProcessNaturalLanguageResponse = NlpResponseDto;
-
-export type NlpControllerClearSessionData = {
+  quoteCurrency?: string;
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
   /**
-   * Specific session ID to clear (defaults to user session)
+   * Search term for currency or quoteCurrency (case-insensitive partial match)
    */
-  sessionId?: string;
+  search?: string;
 };
 
-export type NlpControllerClearSessionResponse = void;
+export type PriceControllerFindAllResponse = PriceListResponseDto;
 
-export type NlpControllerGetSessionData = {
+export type PriceControllerFindOneData = {
   /**
-   * Region code for tenant context
+   * Price ID
    */
-  region: 'cn' | 'us' | 'de' | 'gb';
+  id: string;
   /**
-   * Specific session ID to get (defaults to user session)
+   * Region code for tenant context
    */
-  sessionId?: string;
+  region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type NlpControllerGetSessionResponse = unknown;
+export type PriceControllerFindOneResponse = PriceResponseDto;
 
-export type DashboardControllerGetNetWorthData = {
+export type PriceControllerUpdateData = {
   /**
-   * Date for balance calculation (ISO 8601 format)
+   * Price ID
    */
-  date?: string;
+  id: string;
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: UpdateBeanPriceDto;
 };
 
-export type DashboardControllerGetNetWorthResponse = NetWorthResponseDto;
+export type PriceControllerUpdateResponse = PriceResponseDto;
 
-export type DashboardControllerGetAccountsData = {
-  /**
-   * Date for balance calculation (ISO 8601 format)
-   */
-  date?: string;
+export type PriceControllerDeleteData = {
   /**
-   * Grouping strategy
+   * Price ID
    */
-  groupBy?: 'platform' | 'assetClass';
+  id: string;
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type DashboardControllerGetAccountsResponse =
-  | AccountsResponseDto
-  | AssetClassAccountsResponseDto;
+export type PriceControllerDeleteResponse = void;
 
-export type DashboardControllerGetCashFlowData = {
-  /**
-   * Period in YYYY-MM format
-   */
-  period: string;
+export type PriceControllerBulkCreateData = {
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: Array<string>;
 };
 
-export type DashboardControllerGetCashFlowResponse = CashFlowResponseDto;
+export type PriceControllerBulkCreateResponse = Array<PriceResponseDto>;
 
 export type ReportingControllerGetPortfolioTrendsData = {
   /**
@@ -5866,6 +6877,24 @@ export type ReportingControllerGetPortfolioTrendsData = {
 export type ReportingControllerGetPortfolioTrendsResponse =
   PortfolioTrendsResponseDto;
 
+export type ReportingControllerGetCashFlowTrendsData = {
+  /**
+   * Data granularity (accepted for API symmetry; v1 returns month buckets)
+   */
+  granularity?: 'day' | 'week' | 'month';
+  /**
+   * Time period
+   */
+  period?: '1m' | '3m' | '6m' | '1y';
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type ReportingControllerGetCashFlowTrendsResponse =
+  CashFlowTrendsResponseDto;
+
 export type ReportingControllerGenerateSnapshotData = {
   /**
    * Region code for tenant context
@@ -6141,6 +7170,29 @@ export type $OpenApiTs = {
       };
     };
   };
+  '/api/v1/{region}/bean/transactions/{id}/correct': {
+    post: {
+      req: TransactionControllerCorrectData;
+      res: {
+        /**
+         * Corrected transaction created
+         */
+        201: TransactionDetailDto;
+        /**
+         * Original transaction not found
+         */
+        404: ApiProblemResponseDto;
+        /**
+         * Original no longer ACTIVE (concurrent modification)
+         */
+        409: ApiProblemResponseDto;
+        /**
+         * Pipeline validation failed (does not balance, invalid accounts)
+         */
+        422: ApiProblemResponseDto;
+      };
+    };
+  };
   '/api/v1/{region}/bean/transactions/tags': {
     get: {
       req: TransactionControllerSuggestTagsData;
@@ -7274,6 +8326,102 @@ export type $OpenApiTs = {
       };
     };
   };
+  '/api/v1/{region}/bean/events': {
+    post: {
+      req: EventControllerCreateData;
+      res: {
+        /**
+         * Life event created successfully
+         */
+        201: EventResponseDto;
+        /**
+         * Life event already exists for this (userId, type, date) combination
+         */
+        409: unknown;
+      };
+    };
+    get: {
+      req: EventControllerFindAllData;
+      res: {
+        /**
+         * Life events retrieved successfully
+         */
+        200: EventListResponseDto;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/events/{id}': {
+    get: {
+      req: EventControllerFindOneData;
+      res: {
+        /**
+         * Life event retrieved successfully
+         */
+        200: EventResponseDto;
+        /**
+         * Life event not found
+         */
+        404: unknown;
+      };
+    };
+    put: {
+      req: EventControllerUpdateData;
+      res: {
+        /**
+         * Life event updated successfully
+         */
+        200: EventResponseDto;
+        /**
+         * If-Match header is not a valid ISO 8601 date
+         */
+        400: unknown;
+        /**
+         * Life event not found
+         */
+        404: unknown;
+        /**
+         * Updated event conflicts with an existing (userId, type, date) combination
+         */
+        409: unknown;
+        /**
+         * If-Match precondition failed (updatedAt mismatch)
+         */
+        412: unknown;
+      };
+    };
+    delete: {
+      req: EventControllerDeleteData;
+      res: {
+        /**
+         * Life event deleted successfully
+         */
+        204: void;
+        /**
+         * Life event not found
+         */
+        404: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/events/{id}/slice': {
+    get: {
+      req: EventControllerGetSliceData;
+      res: {
+        /**
+         * Time-series sliced by the life event range
+         */
+        200: unknown;
+        /**
+         * accountPattern query param is empty
+         */
+        400: unknown;
+        /**
+         * Life event not found
+         */
+        404: unknown;
+      };
+    };
+  };
   '/api/v1/{region}/bean/export/beancount': {
     get: {
       res: {
@@ -7564,6 +8712,32 @@ export type $OpenApiTs = {
       };
     };
   };
+  '/api/v1/{region}/bean/import/parser-coverage-miss': {
+    post: {
+      req: TelemetryControllerReportCoverageMissData;
+      res: {
+        /**
+         * Coverage miss report received
+         */
+        200: unknown;
+        /**
+         * Unauthorized
+         */
+        401: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/import/parser-coverage-metrics': {
+    get: {
+      req: TelemetryControllerGetCoverageMetricsData;
+      res: {
+        /**
+         * Coverage metrics
+         */
+        200: unknown;
+      };
+    };
+  };
   '/api/v1/{region}/bean/nlp/process': {
     post: {
       req: NlpControllerProcessNaturalLanguageData;
@@ -7633,7 +8807,10 @@ export type $OpenApiTs = {
         /**
          * Accounts retrieved successfully. Response type depends on groupBy parameter.
          */
-        200: AccountsResponseDto | AssetClassAccountsResponseDto;
+        200:
+          | AccountsResponseDto
+          | AssetClassAccountsResponseDto
+          | HoldingAssetClassCrossAccountResponseDto;
         /**
          * User not authenticated
          */
@@ -7660,6 +8837,128 @@ export type $OpenApiTs = {
       };
     };
   };
+  '/api/v1/{region}/dashboard/expenses': {
+    get: {
+      req: DashboardControllerGetExpensesData;
+      res: {
+        /**
+         * Expenses retrieved successfully
+         */
+        200: ExpensesByCategoryResponseDto;
+        /**
+         * Invalid groupBy or period
+         */
+        400: unknown;
+        /**
+         * User not authenticated
+         */
+        401: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/investment/holdings/pnl': {
+    get: {
+      req: HoldingPnlControllerGetHoldingPnlData;
+      res: {
+        /**
+         * Holding P&L retrieved successfully
+         */
+        200: HoldingPnlResponseDto;
+        /**
+         * Invalid asOf format/value/future date, invalid accountId format, or unsupported method
+         */
+        400: unknown;
+        /**
+         * User not authenticated
+         */
+        401: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/prices': {
+    post: {
+      req: PriceControllerCreateData;
+      res: {
+        /**
+         * Price created successfully
+         */
+        201: PriceResponseDto;
+        /**
+         * Currency or quoteCurrency commodity not found
+         */
+        404: unknown;
+        /**
+         * Price already exists for this currency pair and date
+         */
+        409: unknown;
+      };
+    };
+    get: {
+      req: PriceControllerFindAllData;
+      res: {
+        /**
+         * Prices retrieved successfully
+         */
+        200: PriceListResponseDto;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/prices/{id}': {
+    get: {
+      req: PriceControllerFindOneData;
+      res: {
+        /**
+         * Price retrieved successfully
+         */
+        200: PriceResponseDto;
+        /**
+         * Price not found
+         */
+        404: unknown;
+      };
+    };
+    put: {
+      req: PriceControllerUpdateData;
+      res: {
+        /**
+         * Price updated successfully
+         */
+        200: PriceResponseDto;
+        /**
+         * Price not found
+         */
+        404: unknown;
+        /**
+         * Updated price conflicts with existing price
+         */
+        409: unknown;
+      };
+    };
+    delete: {
+      req: PriceControllerDeleteData;
+      res: {
+        /**
+         * Price deleted successfully
+         */
+        204: void;
+        /**
+         * Price not found
+         */
+        404: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/prices/bulk': {
+    post: {
+      req: PriceControllerBulkCreateData;
+      res: {
+        /**
+         * Prices created successfully
+         */
+        201: Array<PriceResponseDto>;
+      };
+    };
+  };
   '/api/v1/{region}/reporting/portfolio/trends': {
     get: {
       req: ReportingControllerGetPortfolioTrendsData;
@@ -7675,6 +8974,21 @@ export type $OpenApiTs = {
       };
     };
   };
+  '/api/v1/{region}/reporting/cash-flow/trends': {
+    get: {
+      req: ReportingControllerGetCashFlowTrendsData;
+      res: {
+        /**
+         * Cash-flow trends retrieved successfully
+         */
+        200: CashFlowTrendsResponseDto;
+        /**
+         * User not authenticated
+         */
+        401: unknown;
+      };
+    };
+  };
   '/api/v1/{region}/reporting/snapshots/generate': {
     post: {
       req: ReportingControllerGenerateSnapshotData;