@firela/api-types 0.0.0-canary.19fa1e7e → 0.0.0-canary.1e4a714e

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@@ -17,6 +17,8 @@ import type {
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  AccountControllerCloseResponse,
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  AccountControllerReopenData,
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  AccountControllerReopenResponse,
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+ AccountControllerAddOpeningBalanceData,
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+ AccountControllerAddOpeningBalanceResponse,
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  AccountStandardsControllerGetTemplatesData,
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  AccountStandardsControllerGetTemplatesResponse,
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  AccountStandardsControllerGetTemplateMetadataData,
@@ -97,6 +99,48 @@ import type {
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  CommodityControllerGetOrCreateResponse,
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  CommodityControllerBulkCreateData,
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  CommodityControllerBulkCreateResponse,
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+ ReportingControllerGetPortfolioTrendsData,
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+ ReportingControllerGetPortfolioTrendsResponse,
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+ ReportingControllerGetCashFlowTrendsData,
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+ ReportingControllerGetCashFlowTrendsResponse,
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+ ReportingControllerGenerateSnapshotData,
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+ ReportingControllerGenerateSnapshotResponse,
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+ ReportingControllerBackfillSnapshotsData,
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+ ReportingControllerBackfillSnapshotsResponse,
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+ PriceControllerCreateData,
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+ PriceControllerCreateResponse,
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+ PriceControllerFindAllData,
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+ PriceControllerFindAllResponse,
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+ PriceControllerFindOneData,
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+ PriceControllerFindOneResponse,
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+ PriceControllerUpdateData,
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+ PriceControllerUpdateResponse,
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+ PriceControllerDeleteData,
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+ PriceControllerDeleteResponse,
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+ PriceControllerBulkCreateData,
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+ PriceControllerBulkCreateResponse,
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+ UserControllerDeleteOwnUserData,
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+ UserControllerDeleteOwnUserResponse,
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+ UserControllerGetUserData,
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+ UserControllerGetUserResponse,
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+ UserControllerSignupUserData,
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+ UserControllerSignupUserResponse,
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+ UserControllerDeleteUserData,
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+ UserControllerDeleteUserResponse,
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+ UserControllerGetUserInfoData,
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+ UserControllerGetUserInfoResponse,
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+ UserControllerUpdateUserSettingData,
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+ UserControllerUpdateUserSettingResponse,
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+ UserControllerGetAllUserSettingsByPageData,
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+ UserControllerGetAllUserSettingsByPageResponse,
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+ UserControllerGetAssetLiabilitySummaryResponse,
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+ PropertyControllerGetAllResponse,
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+ PropertyControllerGetByKeyData,
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+ PropertyControllerGetByKeyResponse,
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+ PropertyControllerUpdateData,
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+ PropertyControllerUpdateResponse,
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+ PropertyControllerDeleteData,
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+ PropertyControllerDeleteResponse,
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  RecurringRuleControllerCreateData,
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  RecurringRuleControllerCreateResponse,
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  RecurringRuleControllerFindAllData,
@@ -149,28 +193,8 @@ import type {
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  TransactionRuleControllerDeleteResponse,
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  TransactionRuleControllerTestData,
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  TransactionRuleControllerTestResponse,
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- UserControllerDeleteOwnUserData,
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- UserControllerDeleteOwnUserResponse,
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- UserControllerGetUserData,
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- UserControllerGetUserResponse,
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- UserControllerSignupUserData,
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- UserControllerSignupUserResponse,
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- UserControllerDeleteUserData,
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- UserControllerDeleteUserResponse,
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- UserControllerGetUserInfoData,
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- UserControllerGetUserInfoResponse,
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- UserControllerUpdateUserSettingData,
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- UserControllerUpdateUserSettingResponse,
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- UserControllerGetAllUserSettingsByPageData,
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- UserControllerGetAllUserSettingsByPageResponse,
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- UserControllerGetAssetLiabilitySummaryResponse,
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- PropertyControllerGetAllResponse,
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- PropertyControllerGetByKeyData,
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- PropertyControllerGetByKeyResponse,
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- PropertyControllerUpdateData,
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- PropertyControllerUpdateResponse,
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- PropertyControllerDeleteData,
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- PropertyControllerDeleteResponse,
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+ CategoryCatalogControllerListData,
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+ CategoryCatalogControllerListResponse,
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  EventControllerCreateData,
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  EventControllerCreateResponse,
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  EventControllerFindAllData,
@@ -183,6 +207,16 @@ import type {
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  EventControllerDeleteResponse,
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  EventControllerGetSliceData,
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  EventControllerGetSliceResponse,
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+ OnboardingControllerBootstrapData,
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+ OnboardingControllerBootstrapResponse,
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+ ReconciliationControllerComputeData,
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+ ReconciliationControllerComputeResponse,
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+ ReconciliationControllerAssertData,
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+ ReconciliationControllerAssertResponse,
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+ ReconciliationControllerPadData,
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+ ReconciliationControllerPadResponse,
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+ ReconciliationControllerHistoryData,
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+ ReconciliationControllerHistoryResponse,
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  ExportControllerExportBeancountResponse,
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  FileImportControllerImportFileData,
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  FileImportControllerImportFileResponse,
@@ -196,22 +230,20 @@ import type {
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  ImporterConfigControllerUpdateConfigResponse,
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  ImporterConfigControllerResetConfigData,
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  ImporterConfigControllerResetConfigResponse,
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- PlatformControllerFindAllResponse,
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- PlatformControllerCreateData,
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- PlatformControllerCreateResponse,
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- PlatformControllerGetPlatformListResponse,
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- PlatformControllerMatchPlatformsData,
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- PlatformControllerMatchPlatformsResponse,
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- PlatformControllerUpdateData,
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- PlatformControllerUpdateResponse,
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- PlatformControllerDeleteData,
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- PlatformControllerDeleteResponse,
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  ProviderSyncControllerSyncData,
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  ProviderSyncControllerSyncResponse,
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  ProviderSyncControllerGetSupportedProvidersData,
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  ProviderSyncControllerGetSupportedProvidersResponse,
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  ProviderSyncControllerIsProviderSupportedData,
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  ProviderSyncControllerIsProviderSupportedResponse,
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+ ExternalAccountLinkControllerCreateData,
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+ ExternalAccountLinkControllerCreateResponse,
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+ ExternalAccountLinkControllerFindAllData,
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+ ExternalAccountLinkControllerFindAllResponse,
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+ ExternalAccountLinkControllerFindOneData,
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+ ExternalAccountLinkControllerFindOneResponse,
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+ ExternalAccountLinkControllerRemoveData,
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+ ExternalAccountLinkControllerRemoveResponse,
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  TelemetryControllerReportTelemetryData,
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  TelemetryControllerReportTelemetryResponse,
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  TelemetryControllerReportCoverageMissData,
@@ -224,6 +256,19 @@ import type {
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  NlpControllerClearSessionResponse,
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  NlpControllerGetSessionData,
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  NlpControllerGetSessionResponse,
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+ PlatformControllerFindAllResponse,
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+ PlatformControllerCreateData,
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+ PlatformControllerCreateResponse,
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+ PlatformControllerGetPlatformListData,
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+ PlatformControllerGetPlatformListResponse,
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+ PlatformControllerMatchPlatformsData,
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+ PlatformControllerMatchPlatformsResponse,
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+ PlatformControllerGetPlatformStandardsData,
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+ PlatformControllerGetPlatformStandardsResponse,
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+ PlatformControllerUpdateData,
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+ PlatformControllerUpdateResponse,
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+ PlatformControllerDeleteData,
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+ PlatformControllerDeleteResponse,
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  DashboardControllerGetNetWorthData,
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  DashboardControllerGetNetWorthResponse,
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  DashboardControllerGetAccountsData,
@@ -234,29 +279,11 @@ import type {
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  DashboardControllerGetExpensesResponse,
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  HoldingPnlControllerGetHoldingPnlData,
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  HoldingPnlControllerGetHoldingPnlResponse,
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- PriceControllerCreateData,
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- PriceControllerCreateResponse,
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- PriceControllerFindAllData,
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- PriceControllerFindAllResponse,
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- PriceControllerFindOneData,
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- PriceControllerFindOneResponse,
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- PriceControllerUpdateData,
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- PriceControllerUpdateResponse,
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- PriceControllerDeleteData,
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- PriceControllerDeleteResponse,
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- PriceControllerBulkCreateData,
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- PriceControllerBulkCreateResponse,
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- ReportingControllerGetPortfolioTrendsData,
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- ReportingControllerGetPortfolioTrendsResponse,
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- ReportingControllerGetCashFlowTrendsData,
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- ReportingControllerGetCashFlowTrendsResponse,
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- ReportingControllerGenerateSnapshotData,
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- ReportingControllerGenerateSnapshotResponse,
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- ReportingControllerBackfillSnapshotsData,
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- ReportingControllerBackfillSnapshotsResponse,
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  ApiKeysControllerCreateApiKeyResponse,
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  AuthControllerAccessTokenLoginData,
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  AuthControllerAccessTokenLoginResponse,
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+ ParserContributionControllerCreateData,
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+ ParserContributionControllerCreateResponse,
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  CacheControllerFlushCacheResponse,
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  ExchangeRateControllerGetExchangeRateData,
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  ExchangeRateControllerGetExchangeRateResponse,
@@ -268,7 +295,11 @@ import type {
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  HealthControllerResetCircuitBreakerData,
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  HealthControllerResetCircuitBreakerResponse,
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  HealthControllerGetMetricsResponse,
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- InfoControllerGetInfoResponse
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+ InfoControllerGetInfoResponse,
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+ SymbolControllerSearchData,
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+ SymbolControllerSearchResponse,
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+ SymbolControllerGetQuoteData,
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+ SymbolControllerGetQuoteResponse
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  } from './types.gen';
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  export class BeanAccountsService {
@@ -306,7 +337,7 @@ export class BeanAccountsService {
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  * @param data.type Filter by account type
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  * @param data.status Filter by status
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  * @param data.isCustom Filter by custom (user-created) accounts only
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- * @param data.search Search term for path or i18nKey
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+ * @param data.search Search term for account path
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  * @param data.limit Maximum number of results
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  * @param data.offset Number of results to skip
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  * @returns AccountListResponseDto Accounts retrieved successfully
@@ -387,7 +418,7 @@ export class BeanAccountsService {
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  /**
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  * Delete account
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- * Deletes an account (only if no transactions)
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+ * Deletes an account (only if no active transactions; voided/superseded residual postings are cleaned up)
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  * @param data The data for the request.
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  * @param data.id Account UUID
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  * @param data.region Region code for tenant context
@@ -406,7 +437,7 @@ export class BeanAccountsService {
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  },
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  errors: {
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  404: 'Account not found',
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- 409: 'Account has transactions and cannot be deleted'
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+ 409: 'Account has active transactions and cannot be deleted'
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  }
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  });
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  }
@@ -468,6 +499,35 @@ export class BeanAccountsService {
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  }
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  });
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  }
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+
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+ /**
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+ * Post an opening-balance transaction
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+ * Posts a double-entry opening-balance transaction against Equity:Opening-Balances for an existing Assets/Liabilities account. At most one active opening balance per account.
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+ * @param data The data for the request.
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+ * @param data.id Account UUID
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+ * @param data.region Region code for tenant context
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+ * @param data.requestBody
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+ * @returns OpeningBalanceResultDto Opening-balance transaction created
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+ * @throws ApiError
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+ */
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+ public static accountControllerAddOpeningBalance(
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+ data: AccountControllerAddOpeningBalanceData
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+ ): CancelablePromise<AccountControllerAddOpeningBalanceResponse> {
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+ return __request(OpenAPI, {
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+ method: 'POST',
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+ url: '/api/v1/{region}/bean/accounts/{id}/opening-balance',
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+ path: {
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+ id: data.id,
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+ region: data.region
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+ },
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+ body: data.requestBody,
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+ mediaType: 'application/json',
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+ errors: {
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+ 404: 'Account not found',
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+ 409: 'An opening balance already exists for this account'
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+ }
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+ });
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+ }
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  }
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  export class BeanAccountStandardsService {
@@ -477,7 +537,7 @@ export class BeanAccountStandardsService {
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  * @param data The data for the request.
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  * @param data.region Region code (cn, us, de)
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  * @param data.type Filter by account type
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- * @param data.search Search term for path or description
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+ * @param data.search Search term for path, description, aliases, or localized display name
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  * @returns AccountStandardListResponseDto Account templates retrieved successfully
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  * @throws ApiError
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  */
@@ -499,7 +559,7 @@ export class BeanAccountStandardsService {
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  /**
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  * Get template metadata for an account path
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- * Returns extendable status and root type for a template path.
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+ * Returns root type for a template path.
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  * @param data The data for the request.
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  * @param data.region Region code for tenant context
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  * @param data.path Account path to check
@@ -582,10 +642,11 @@ export class BeanTransactionsService {
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  * @param data.offset Number of items to skip (default: 0)
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  * @param data.dateFrom Filter by start date (inclusive), format: YYYY-MM-DD
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  * @param data.dateTo Filter by end date (inclusive), format: YYYY-MM-DD
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- * @param data.status Filter by transaction status
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+ * @param data.status Filter by transaction status: single value, comma-separated multi-value (e.g. VOIDED,SUPERSEDED), or ALL to include audit rows. Defaults to ACTIVE-only (ADR-0128; previously unfiltered — breaking change).
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  * @param data.search Search in narration and payee fields (max 200 chars)
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  * @param data.accountId Filter by account ID (transactions with postings to this account)
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- * @param data.category Filter by ADR-0075 functional category (Group segment); matches any posting to an Expenses/Income account whose derived Group segment equals this value
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+ * @param data.category Filter by ADR-0075 functional category (Group segment); matches any posting to an account whose derived Group segment equals this value. Must be accompanied by flow (ADR-0126).
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+ * @param data.flow Required when category is present (400 otherwise) and vice versa (ADR-0126). Restricts the category account set to the flow root (income → Income:, expense → Expenses:) and drives the per-leg sign normalization of row viewpointAmount and the summary. OpenAPI cannot express conditional requiredness — the pairing is enforced at runtime.
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  * @returns TransactionListResponseDto Transaction list
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  * @throws ApiError
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  */
@@ -606,7 +667,8 @@ export class BeanTransactionsService {
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  status: data.status,
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  search: data.search,
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  accountId: data.accountId,
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- category: data.category
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+ category: data.category,
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+ flow: data.flow
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  },
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  errors: {
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  400: 'Validation failed',
@@ -794,7 +856,7 @@ export class BeanBalancesService {
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  * Query account balance
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  * Calculate account balance at a specific date for a single currency
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  * @param data The data for the request.
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- * @param data.account Account name (e.g., "Assets:Bank:Checking")
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+ * @param data.account Account name (e.g., "Assets:Checking")
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  * @param data.region Region code for tenant context
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  * @param data.date Date to calculate balance at (ISO 8601 format)
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  * @param data.currency Currency to query (e.g., "USD", "CNY")
@@ -1319,7 +1381,7 @@ export class AdminPayeeProfilesService {
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  * Removes verification status by setting verifiedAt to null.
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  * @param data The data for the request.
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  * @param data.id Payee profile ID (UUID)
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- * @returns PayeeProfileResponseDto Payee profile unverified successfully
1384
+ * @returns void Payee profile unverified successfully
1323
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  * @throws ApiError
1324
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  */
1325
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  public static payeeProfileAdminControllerUnverify(
@@ -1515,101 +1577,680 @@ export class BeanCommoditiesService {
1515
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  }
1516
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  }
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1579
 
1518
- export class RecurringRulesService {
1580
+ export class ReportingService {
1519
1581
  /**
1520
- * Create a new recurring rule
1521
- * Creates a new recurring transaction rule for the authenticated user
1582
+ * Get portfolio value trends
1583
+ *
1584
+ * Returns time series data of portfolio net worth.
1585
+ *
1586
+ * **Multi-currency Support:**
1587
+ * - `series[].byCurrency` - Currency breakdown for each data point
1588
+ * - `byCurrency` - Separate time series grouped by currency
1589
+ * - `warnings` - Exchange rate warnings if conversion failed
1590
+ *
1591
+ * **Parameters:**
1592
+ * - `period`: Time period (1m, 3m, 6m, 1y)
1593
+ * - `granularity`: Data granularity (day, week, month)
1594
+ *
1522
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  * @param data The data for the request.
1523
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  * @param data.region Region code for tenant context
1524
- * @param data.requestBody
1525
- * @returns RecurringRuleResponseDto Rule created successfully
1597
+ * @param data.period Time period
1598
+ * @param data.granularity Data granularity
1599
+ * @returns PortfolioTrendsResponseDto Trends retrieved successfully
1526
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  * @throws ApiError
1527
1601
  */
1528
- public static recurringRuleControllerCreate(
1529
- data: RecurringRuleControllerCreateData
1530
- ): CancelablePromise<RecurringRuleControllerCreateResponse> {
1602
+ public static reportingControllerGetPortfolioTrends(
1603
+ data: ReportingControllerGetPortfolioTrendsData
1604
+ ): CancelablePromise<ReportingControllerGetPortfolioTrendsResponse> {
1531
1605
  return __request(OpenAPI, {
1532
- method: 'POST',
1533
- url: '/api/v1/{region}/bean/recurring-rules',
1606
+ method: 'GET',
1607
+ url: '/api/v1/{region}/reporting/portfolio/trends',
1534
1608
  path: {
1535
1609
  region: data.region
1536
1610
  },
1537
- body: data.requestBody,
1538
- mediaType: 'application/json',
1611
+ query: {
1612
+ period: data.period,
1613
+ granularity: data.granularity
1614
+ },
1539
1615
  errors: {
1540
- 400: 'Invalid input data (e.g., autoCreate without accounts)',
1541
- 409: 'Rule with same name already exists'
1616
+ 401: 'User not authenticated'
1542
1617
  }
1543
1618
  });
1544
1619
  }
1545
1620
 
1546
1621
  /**
1547
- * List recurring rules
1548
- * Returns all recurring rules for the authenticated user with optional filtering
1622
+ * Get cash-flow trends
1623
+ *
1624
+ * Monthly income / expense / netSavings over a fixed N-month window
1625
+ * (current month + N−1 prior). Missing months are zero-filled (flow metric).
1626
+ *
1627
+ * **Parameters:**
1628
+ * - `period`: 1m | 3m | 6m | 1y (default 6m)
1629
+ * - `granularity`: accepted for API symmetry; v1 returns month buckets
1630
+ *
1549
1631
  * @param data The data for the request.
1550
1632
  * @param data.region Region code for tenant context
1551
- * @param data.isActive Filter by active status
1552
- * @param data.frequency Filter by frequency (WEEKLY, MONTHLY, etc.)
1553
- * @param data.hasAutoCreate Filter by autoCreate enabled
1554
- * @returns RecurringRuleResponseDto Rules retrieved successfully
1633
+ * @param data.period Time period
1634
+ * @param data.granularity Data granularity (accepted for API symmetry; v1 returns month buckets)
1635
+ * @returns CashFlowTrendsResponseDto Cash-flow trends retrieved successfully
1555
1636
  * @throws ApiError
1556
1637
  */
1557
- public static recurringRuleControllerFindAll(
1558
- data: RecurringRuleControllerFindAllData
1559
- ): CancelablePromise<RecurringRuleControllerFindAllResponse> {
1638
+ public static reportingControllerGetCashFlowTrends(
1639
+ data: ReportingControllerGetCashFlowTrendsData
1640
+ ): CancelablePromise<ReportingControllerGetCashFlowTrendsResponse> {
1560
1641
  return __request(OpenAPI, {
1561
1642
  method: 'GET',
1562
- url: '/api/v1/{region}/bean/recurring-rules',
1643
+ url: '/api/v1/{region}/reporting/cash-flow/trends',
1563
1644
  path: {
1564
1645
  region: data.region
1565
1646
  },
1566
1647
  query: {
1567
- isActive: data.isActive,
1568
- frequency: data.frequency,
1569
- hasAutoCreate: data.hasAutoCreate
1648
+ period: data.period,
1649
+ granularity: data.granularity
1650
+ },
1651
+ errors: {
1652
+ 401: 'User not authenticated'
1570
1653
  }
1571
1654
  });
1572
1655
  }
1573
1656
 
1574
1657
  /**
1575
- * Create recurring rule from transaction
1576
- * Auto-creates a recurring rule using transaction data. User only confirms frequency.
1658
+ * Generate portfolio snapshot
1659
+ *
1660
+ * Manually generate a portfolio snapshot for a specific date.
1661
+ *
1662
+ * **Multi-currency Support:**
1663
+ * - Fetches balances grouped by currency
1664
+ * - Uses user's baseCurrency setting for conversion
1665
+ * - Stores exchange rates and warnings
1666
+ *
1667
+ * **Use Cases:**
1668
+ * - Testing snapshot generation
1669
+ * - Force regeneration after data correction
1670
+ * - Initial setup for new users
1671
+ *
1577
1672
  * @param data The data for the request.
1578
- * @param data.transactionId Source transaction ID
1579
1673
  * @param data.region Region code for tenant context
1580
- * @param data.requestBody
1581
- * @returns RecurringRuleResponseDto Rule created successfully
1674
+ * @param data.requestBody Optional date (defaults to today)
1675
+ * @returns GenerateSnapshotResponse Snapshot generated successfully
1582
1676
  * @throws ApiError
1583
1677
  */
1584
- public static recurringRuleControllerCreateFromTransaction(
1585
- data: RecurringRuleControllerCreateFromTransactionData
1586
- ): CancelablePromise<RecurringRuleControllerCreateFromTransactionResponse> {
1678
+ public static reportingControllerGenerateSnapshot(
1679
+ data: ReportingControllerGenerateSnapshotData
1680
+ ): CancelablePromise<ReportingControllerGenerateSnapshotResponse> {
1587
1681
  return __request(OpenAPI, {
1588
1682
  method: 'POST',
1589
- url: '/api/v1/{region}/bean/recurring-rules/from-transaction/{transactionId}',
1683
+ url: '/api/v1/{region}/reporting/snapshots/generate',
1590
1684
  path: {
1591
- transactionId: data.transactionId,
1592
1685
  region: data.region
1593
1686
  },
1594
1687
  body: data.requestBody,
1595
1688
  mediaType: 'application/json',
1596
1689
  errors: {
1597
- 404: 'Transaction not found',
1598
- 409: 'Rule with same name already exists or transaction already linked'
1690
+ 400: 'Invalid date format',
1691
+ 401: 'User not authenticated'
1599
1692
  }
1600
1693
  });
1601
1694
  }
1602
1695
 
1603
1696
  /**
1604
- * Get recurring rule by ID
1605
- * Returns a specific recurring rule with its details
1697
+ * Backfill portfolio snapshots
1698
+ *
1699
+ * Generate snapshots for a date range (historical data backfill).
1700
+ *
1701
+ * **Multi-currency Support:**
1702
+ * - Each snapshot includes multi-currency data
1703
+ * - Uses exchange rates available at generation time
1704
+ * - Warnings stored for missing exchange rates
1705
+ *
1706
+ * **Best Practices:**
1707
+ * - Use for initial setup after account configuration
1708
+ * - Run during low-traffic periods for large date ranges
1709
+ * - Existing snapshots are skipped (not regenerated)
1710
+ *
1606
1711
  * @param data The data for the request.
1607
- * @param data.id Rule ID
1608
1712
  * @param data.region Region code for tenant context
1609
- * @returns RecurringRuleResponseDto Rule retrieved successfully
1713
+ * @param data.requestBody
1714
+ * @returns BackfillSnapshotsResponse Backfill completed successfully
1610
1715
  * @throws ApiError
1611
1716
  */
1612
- public static recurringRuleControllerFindOne(
1717
+ public static reportingControllerBackfillSnapshots(
1718
+ data: ReportingControllerBackfillSnapshotsData
1719
+ ): CancelablePromise<ReportingControllerBackfillSnapshotsResponse> {
1720
+ return __request(OpenAPI, {
1721
+ method: 'POST',
1722
+ url: '/api/v1/{region}/reporting/snapshots/backfill',
1723
+ path: {
1724
+ region: data.region
1725
+ },
1726
+ body: data.requestBody,
1727
+ mediaType: 'application/json',
1728
+ errors: {
1729
+ 400: 'Invalid date format or range',
1730
+ 401: 'User not authenticated',
1731
+ 409: 'Backfill already in progress for this user'
1732
+ }
1733
+ });
1734
+ }
1735
+ }
1736
+
1737
+ export class BeanPricesService {
1738
+ /**
1739
+ * Create a new price
1740
+ * Creates a new price entry for the authenticated user
1741
+ * @param data The data for the request.
1742
+ * @param data.region Region code for tenant context
1743
+ * @param data.requestBody
1744
+ * @returns PriceResponseDto Price created successfully
1745
+ * @throws ApiError
1746
+ */
1747
+ public static priceControllerCreate(
1748
+ data: PriceControllerCreateData
1749
+ ): CancelablePromise<PriceControllerCreateResponse> {
1750
+ return __request(OpenAPI, {
1751
+ method: 'POST',
1752
+ url: '/api/v1/{region}/bean/prices',
1753
+ path: {
1754
+ region: data.region
1755
+ },
1756
+ body: data.requestBody,
1757
+ mediaType: 'application/json',
1758
+ errors: {
1759
+ 404: 'Currency or quoteCurrency commodity not found',
1760
+ 409: 'Price already exists for this currency pair and date'
1761
+ }
1762
+ });
1763
+ }
1764
+
1765
+ /**
1766
+ * List user prices
1767
+ * Returns all price entries for the authenticated user with optional filtering
1768
+ * @param data The data for the request.
1769
+ * @param data.region Region code for tenant context
1770
+ * @param data.currency Filter by currency (e.g., BTC, AAPL, USD)
1771
+ * @param data.quoteCurrency Filter by quote currency (pricing currency, e.g., USD, CNY)
1772
+ * @param data.dateFrom Filter prices from this date (ISO 8601 format)
1773
+ * @param data.dateTo Filter prices to this date (ISO 8601 format)
1774
+ * @param data.search Search term for currency or quoteCurrency (case-insensitive partial match)
1775
+ * @param data.page Page number for pagination (default: 1)
1776
+ * @param data.limit Number of items per page (default: 20, max: 100)
1777
+ * @returns PriceListResponseDto Prices retrieved successfully
1778
+ * @throws ApiError
1779
+ */
1780
+ public static priceControllerFindAll(
1781
+ data: PriceControllerFindAllData
1782
+ ): CancelablePromise<PriceControllerFindAllResponse> {
1783
+ return __request(OpenAPI, {
1784
+ method: 'GET',
1785
+ url: '/api/v1/{region}/bean/prices',
1786
+ path: {
1787
+ region: data.region
1788
+ },
1789
+ query: {
1790
+ currency: data.currency,
1791
+ quoteCurrency: data.quoteCurrency,
1792
+ dateFrom: data.dateFrom,
1793
+ dateTo: data.dateTo,
1794
+ search: data.search,
1795
+ page: data.page,
1796
+ limit: data.limit
1797
+ }
1798
+ });
1799
+ }
1800
+
1801
+ /**
1802
+ * Get price by ID
1803
+ * Returns a single price entry by its ID
1804
+ * @param data The data for the request.
1805
+ * @param data.id Price ID
1806
+ * @param data.region Region code for tenant context
1807
+ * @returns PriceResponseDto Price retrieved successfully
1808
+ * @throws ApiError
1809
+ */
1810
+ public static priceControllerFindOne(
1811
+ data: PriceControllerFindOneData
1812
+ ): CancelablePromise<PriceControllerFindOneResponse> {
1813
+ return __request(OpenAPI, {
1814
+ method: 'GET',
1815
+ url: '/api/v1/{region}/bean/prices/{id}',
1816
+ path: {
1817
+ id: data.id,
1818
+ region: data.region
1819
+ },
1820
+ errors: {
1821
+ 404: 'Price not found'
1822
+ }
1823
+ });
1824
+ }
1825
+
1826
+ /**
1827
+ * Update a price
1828
+ * Updates an existing price entry
1829
+ * @param data The data for the request.
1830
+ * @param data.id Price ID
1831
+ * @param data.region Region code for tenant context
1832
+ * @param data.requestBody
1833
+ * @returns PriceResponseDto Price updated successfully
1834
+ * @throws ApiError
1835
+ */
1836
+ public static priceControllerUpdate(
1837
+ data: PriceControllerUpdateData
1838
+ ): CancelablePromise<PriceControllerUpdateResponse> {
1839
+ return __request(OpenAPI, {
1840
+ method: 'PUT',
1841
+ url: '/api/v1/{region}/bean/prices/{id}',
1842
+ path: {
1843
+ id: data.id,
1844
+ region: data.region
1845
+ },
1846
+ body: data.requestBody,
1847
+ mediaType: 'application/json',
1848
+ errors: {
1849
+ 404: 'Price not found',
1850
+ 409: 'Updated price conflicts with existing price'
1851
+ }
1852
+ });
1853
+ }
1854
+
1855
+ /**
1856
+ * Delete a price
1857
+ * Deletes a price entry (hard delete)
1858
+ * @param data The data for the request.
1859
+ * @param data.id Price ID
1860
+ * @param data.region Region code for tenant context
1861
+ * @returns void Price deleted successfully
1862
+ * @throws ApiError
1863
+ */
1864
+ public static priceControllerDelete(
1865
+ data: PriceControllerDeleteData
1866
+ ): CancelablePromise<PriceControllerDeleteResponse> {
1867
+ return __request(OpenAPI, {
1868
+ method: 'DELETE',
1869
+ url: '/api/v1/{region}/bean/prices/{id}',
1870
+ path: {
1871
+ id: data.id,
1872
+ region: data.region
1873
+ },
1874
+ errors: {
1875
+ 404: 'Price not found'
1876
+ }
1877
+ });
1878
+ }
1879
+
1880
+ /**
1881
+ * Bulk create prices
1882
+ * Creates multiple price entries at once (skips duplicates)
1883
+ * @param data The data for the request.
1884
+ * @param data.region Region code for tenant context
1885
+ * @param data.requestBody
1886
+ * @returns PriceResponseDto Prices created successfully
1887
+ * @throws ApiError
1888
+ */
1889
+ public static priceControllerBulkCreate(
1890
+ data: PriceControllerBulkCreateData
1891
+ ): CancelablePromise<PriceControllerBulkCreateResponse> {
1892
+ return __request(OpenAPI, {
1893
+ method: 'POST',
1894
+ url: '/api/v1/{region}/bean/prices/bulk',
1895
+ path: {
1896
+ region: data.region
1897
+ },
1898
+ body: data.requestBody,
1899
+ mediaType: 'application/json'
1900
+ });
1901
+ }
1902
+ }
1903
+
1904
+ export class UsersService {
1905
+ /**
1906
+ * Delete own user account
1907
+ * @param data The data for the request.
1908
+ * @param data.requestBody
1909
+ * @returns void User deleted successfully
1910
+ * @throws ApiError
1911
+ */
1912
+ public static userControllerDeleteOwnUser(
1913
+ data: UserControllerDeleteOwnUserData
1914
+ ): CancelablePromise<UserControllerDeleteOwnUserResponse> {
1915
+ return __request(OpenAPI, {
1916
+ method: 'DELETE',
1917
+ url: '/api/v1/users',
1918
+ body: data.requestBody,
1919
+ mediaType: 'application/json',
1920
+ errors: {
1921
+ 403: 'Invalid access token'
1922
+ }
1923
+ });
1924
+ }
1925
+
1926
+ /**
1927
+ * Get current authenticated user
1928
+ * @param data The data for the request.
1929
+ * @param data.acceptLanguage
1930
+ * @returns UserResponseDto User retrieved successfully
1931
+ * @throws ApiError
1932
+ */
1933
+ public static userControllerGetUser(
1934
+ data: UserControllerGetUserData
1935
+ ): CancelablePromise<UserControllerGetUserResponse> {
1936
+ return __request(OpenAPI, {
1937
+ method: 'GET',
1938
+ url: '/api/v1/users',
1939
+ headers: {
1940
+ 'accept-language': data.acceptLanguage
1941
+ }
1942
+ });
1943
+ }
1944
+
1945
+ /**
1946
+ * Sign up new user
1947
+ * Create a new account with auto-generated access token. Protected by Cloudflare Turnstile to prevent automated signup (when enabled).
1948
+ * @param data The data for the request.
1949
+ * @param data.requestBody
1950
+ * @returns SignupResponseDto User created successfully
1951
+ * @throws ApiError
1952
+ */
1953
+ public static userControllerSignupUser(
1954
+ data: UserControllerSignupUserData
1955
+ ): CancelablePromise<UserControllerSignupUserResponse> {
1956
+ return __request(OpenAPI, {
1957
+ method: 'POST',
1958
+ url: '/api/v1/users',
1959
+ body: data.requestBody,
1960
+ mediaType: 'application/json',
1961
+ errors: {
1962
+ 400: 'Invalid Turnstile token (when Turnstile is enabled)',
1963
+ 403: 'User signup is disabled'
1964
+ }
1965
+ });
1966
+ }
1967
+
1968
+ /**
1969
+ * Delete user by ID (admin only)
1970
+ * @param data The data for the request.
1971
+ * @param data.id User ID to delete
1972
+ * @returns void User deleted successfully
1973
+ * @throws ApiError
1974
+ */
1975
+ public static userControllerDeleteUser(
1976
+ data: UserControllerDeleteUserData
1977
+ ): CancelablePromise<UserControllerDeleteUserResponse> {
1978
+ return __request(OpenAPI, {
1979
+ method: 'DELETE',
1980
+ url: '/api/v1/users/{id}',
1981
+ path: {
1982
+ id: data.id
1983
+ },
1984
+ errors: {
1985
+ 403: 'Cannot delete own account or insufficient permissions'
1986
+ }
1987
+ });
1988
+ }
1989
+
1990
+ /**
1991
+ * Get user info by user ID
1992
+ * @param data The data for the request.
1993
+ * @param data.id User ID
1994
+ * @returns unknown User info retrieved successfully
1995
+ * @throws ApiError
1996
+ */
1997
+ public static userControllerGetUserInfo(
1998
+ data: UserControllerGetUserInfoData
1999
+ ): CancelablePromise<UserControllerGetUserInfoResponse> {
2000
+ return __request(OpenAPI, {
2001
+ method: 'GET',
2002
+ url: '/api/v1/users/{id}/info',
2003
+ path: {
2004
+ id: data.id
2005
+ },
2006
+ errors: {
2007
+ 403: 'Cannot access other user info without admin permission'
2008
+ }
2009
+ });
2010
+ }
2011
+
2012
+ /**
2013
+ * Update user settings
2014
+ * @param data The data for the request.
2015
+ * @param data.requestBody
2016
+ * @returns unknown Settings updated successfully
2017
+ * @throws ApiError
2018
+ */
2019
+ public static userControllerUpdateUserSetting(
2020
+ data: UserControllerUpdateUserSettingData
2021
+ ): CancelablePromise<UserControllerUpdateUserSettingResponse> {
2022
+ return __request(OpenAPI, {
2023
+ method: 'PUT',
2024
+ url: '/api/v1/users/setting',
2025
+ body: data.requestBody,
2026
+ mediaType: 'application/json',
2027
+ errors: {
2028
+ 403: 'Insufficient permissions'
2029
+ }
2030
+ });
2031
+ }
2032
+
2033
+ /**
2034
+ * Get all user settings paginated (admin only)
2035
+ * @param data The data for the request.
2036
+ * @param data.pageNo Page number
2037
+ * @param data.pageSize Page size
2038
+ * @returns unknown Settings list retrieved successfully
2039
+ * @throws ApiError
2040
+ */
2041
+ public static userControllerGetAllUserSettingsByPage(
2042
+ data: UserControllerGetAllUserSettingsByPageData
2043
+ ): CancelablePromise<UserControllerGetAllUserSettingsByPageResponse> {
2044
+ return __request(OpenAPI, {
2045
+ method: 'GET',
2046
+ url: '/api/v1/users/settings-by-page',
2047
+ query: {
2048
+ pageNo: data.pageNo,
2049
+ pageSize: data.pageSize
2050
+ }
2051
+ });
2052
+ }
2053
+
2054
+ /**
2055
+ * Get asset and liability summary for current user
2056
+ * @returns unknown Summary retrieved successfully
2057
+ * @throws ApiError
2058
+ */
2059
+ public static userControllerGetAssetLiabilitySummary(): CancelablePromise<UserControllerGetAssetLiabilitySummaryResponse> {
2060
+ return __request(OpenAPI, {
2061
+ method: 'GET',
2062
+ url: '/api/v1/users/asset-liability-summary'
2063
+ });
2064
+ }
2065
+ }
2066
+
2067
+ export class PropertiesService {
2068
+ /**
2069
+ * Get all system properties
2070
+ * @returns unknown Properties retrieved successfully
2071
+ * @throws ApiError
2072
+ */
2073
+ public static propertyControllerGetAll(): CancelablePromise<PropertyControllerGetAllResponse> {
2074
+ return __request(OpenAPI, {
2075
+ method: 'GET',
2076
+ url: '/api/v1/admin/properties',
2077
+ errors: {
2078
+ 401: 'Unauthorized',
2079
+ 403: 'Forbidden - insufficient permissions'
2080
+ }
2081
+ });
2082
+ }
2083
+
2084
+ /**
2085
+ * Get property by key
2086
+ * @param data The data for the request.
2087
+ * @param data.key Property key
2088
+ * @returns unknown Property retrieved successfully
2089
+ * @throws ApiError
2090
+ */
2091
+ public static propertyControllerGetByKey(
2092
+ data: PropertyControllerGetByKeyData
2093
+ ): CancelablePromise<PropertyControllerGetByKeyResponse> {
2094
+ return __request(OpenAPI, {
2095
+ method: 'GET',
2096
+ url: '/api/v1/admin/properties/{key}',
2097
+ path: {
2098
+ key: data.key
2099
+ },
2100
+ errors: {
2101
+ 401: 'Unauthorized',
2102
+ 403: 'Forbidden - insufficient permissions',
2103
+ 404: 'Property not found'
2104
+ }
2105
+ });
2106
+ }
2107
+
2108
+ /**
2109
+ * Update a system property
2110
+ * @param data The data for the request.
2111
+ * @param data.key Property key
2112
+ * @param data.requestBody
2113
+ * @returns unknown Property updated successfully
2114
+ * @throws ApiError
2115
+ */
2116
+ public static propertyControllerUpdate(
2117
+ data: PropertyControllerUpdateData
2118
+ ): CancelablePromise<PropertyControllerUpdateResponse> {
2119
+ return __request(OpenAPI, {
2120
+ method: 'PUT',
2121
+ url: '/api/v1/admin/properties/{key}',
2122
+ path: {
2123
+ key: data.key
2124
+ },
2125
+ body: data.requestBody,
2126
+ mediaType: 'application/json',
2127
+ errors: {
2128
+ 401: 'Unauthorized',
2129
+ 403: 'Forbidden - insufficient permissions'
2130
+ }
2131
+ });
2132
+ }
2133
+
2134
+ /**
2135
+ * Delete a system property
2136
+ * @param data The data for the request.
2137
+ * @param data.key Property key
2138
+ * @returns void Property deleted successfully
2139
+ * @throws ApiError
2140
+ */
2141
+ public static propertyControllerDelete(
2142
+ data: PropertyControllerDeleteData
2143
+ ): CancelablePromise<PropertyControllerDeleteResponse> {
2144
+ return __request(OpenAPI, {
2145
+ method: 'DELETE',
2146
+ url: '/api/v1/admin/properties/{key}',
2147
+ path: {
2148
+ key: data.key
2149
+ },
2150
+ errors: {
2151
+ 401: 'Unauthorized',
2152
+ 403: 'Forbidden - insufficient permissions',
2153
+ 404: 'Property not found'
2154
+ }
2155
+ });
2156
+ }
2157
+ }
2158
+
2159
+ export class RecurringRulesService {
2160
+ /**
2161
+ * Create a new recurring rule
2162
+ * Creates a new recurring transaction rule for the authenticated user
2163
+ * @param data The data for the request.
2164
+ * @param data.region Region code for tenant context
2165
+ * @param data.requestBody
2166
+ * @returns RecurringRuleResponseDto Rule created successfully
2167
+ * @throws ApiError
2168
+ */
2169
+ public static recurringRuleControllerCreate(
2170
+ data: RecurringRuleControllerCreateData
2171
+ ): CancelablePromise<RecurringRuleControllerCreateResponse> {
2172
+ return __request(OpenAPI, {
2173
+ method: 'POST',
2174
+ url: '/api/v1/{region}/bean/recurring-rules',
2175
+ path: {
2176
+ region: data.region
2177
+ },
2178
+ body: data.requestBody,
2179
+ mediaType: 'application/json',
2180
+ errors: {
2181
+ 400: 'Invalid input data (e.g., autoCreate without accounts)',
2182
+ 409: 'Rule with same name already exists'
2183
+ }
2184
+ });
2185
+ }
2186
+
2187
+ /**
2188
+ * List recurring rules
2189
+ * Returns all recurring rules for the authenticated user with optional filtering
2190
+ * @param data The data for the request.
2191
+ * @param data.region Region code for tenant context
2192
+ * @param data.isActive Filter by active status
2193
+ * @param data.frequency Filter by frequency (WEEKLY, MONTHLY, etc.)
2194
+ * @param data.hasAutoCreate Filter by autoCreate enabled
2195
+ * @returns RecurringRuleResponseDto Rules retrieved successfully
2196
+ * @throws ApiError
2197
+ */
2198
+ public static recurringRuleControllerFindAll(
2199
+ data: RecurringRuleControllerFindAllData
2200
+ ): CancelablePromise<RecurringRuleControllerFindAllResponse> {
2201
+ return __request(OpenAPI, {
2202
+ method: 'GET',
2203
+ url: '/api/v1/{region}/bean/recurring-rules',
2204
+ path: {
2205
+ region: data.region
2206
+ },
2207
+ query: {
2208
+ isActive: data.isActive,
2209
+ frequency: data.frequency,
2210
+ hasAutoCreate: data.hasAutoCreate
2211
+ }
2212
+ });
2213
+ }
2214
+
2215
+ /**
2216
+ * Create recurring rule from transaction
2217
+ * Auto-creates a recurring rule using transaction data. User only confirms frequency.
2218
+ * @param data The data for the request.
2219
+ * @param data.transactionId Source transaction ID
2220
+ * @param data.region Region code for tenant context
2221
+ * @param data.requestBody
2222
+ * @returns RecurringRuleResponseDto Rule created successfully
2223
+ * @throws ApiError
2224
+ */
2225
+ public static recurringRuleControllerCreateFromTransaction(
2226
+ data: RecurringRuleControllerCreateFromTransactionData
2227
+ ): CancelablePromise<RecurringRuleControllerCreateFromTransactionResponse> {
2228
+ return __request(OpenAPI, {
2229
+ method: 'POST',
2230
+ url: '/api/v1/{region}/bean/recurring-rules/from-transaction/{transactionId}',
2231
+ path: {
2232
+ transactionId: data.transactionId,
2233
+ region: data.region
2234
+ },
2235
+ body: data.requestBody,
2236
+ mediaType: 'application/json',
2237
+ errors: {
2238
+ 404: 'Transaction not found',
2239
+ 409: 'Rule with same name already exists or transaction already linked'
2240
+ }
2241
+ });
2242
+ }
2243
+
2244
+ /**
2245
+ * Get recurring rule by ID
2246
+ * Returns a specific recurring rule with its details
2247
+ * @param data The data for the request.
2248
+ * @param data.id Rule ID
2249
+ * @param data.region Region code for tenant context
2250
+ * @returns RecurringRuleResponseDto Rule retrieved successfully
2251
+ * @throws ApiError
2252
+ */
2253
+ public static recurringRuleControllerFindOne(
1613
2254
  data: RecurringRuleControllerFindOneData
1614
2255
  ): CancelablePromise<RecurringRuleControllerFindOneResponse> {
1615
2256
  return __request(OpenAPI, {
@@ -1813,7 +2454,7 @@ export class ExpectedTransactionsService {
1813
2454
  * @param data The data for the request.
1814
2455
  * @param data.id Expected transaction ID
1815
2456
  * @param data.region Region code for tenant context
1816
- * @returns ExpectedTransactionResponseDto Skip undone successfully
2457
+ * @returns void Skip undone successfully
1817
2458
  * @throws ApiError
1818
2459
  */
1819
2460
  public static expectedTransactionControllerUndoSkip(
@@ -1869,7 +2510,7 @@ export class ExpectedTransactionsService {
1869
2510
  * @param data The data for the request.
1870
2511
  * @param data.id Expected transaction ID
1871
2512
  * @param data.region Region code for tenant context
1872
- * @returns unknown Match removed successfully
2513
+ * @returns void Match removed successfully
1873
2514
  * @throws ApiError
1874
2515
  */
1875
2516
  public static expectedTransactionControllerUnmatch(
@@ -2223,256 +2864,29 @@ export class BeanTransactionRulesService {
2223
2864
  }
2224
2865
  }
2225
2866
 
2226
- export class UsersService {
2227
- /**
2228
- * Delete own user account
2229
- * @param data The data for the request.
2230
- * @param data.requestBody
2231
- * @returns void User deleted successfully
2232
- * @throws ApiError
2233
- */
2234
- public static userControllerDeleteOwnUser(
2235
- data: UserControllerDeleteOwnUserData
2236
- ): CancelablePromise<UserControllerDeleteOwnUserResponse> {
2237
- return __request(OpenAPI, {
2238
- method: 'DELETE',
2239
- url: '/api/v1/users',
2240
- body: data.requestBody,
2241
- mediaType: 'application/json',
2242
- errors: {
2243
- 403: 'Invalid access token'
2244
- }
2245
- });
2246
- }
2247
-
2248
- /**
2249
- * Get current authenticated user
2250
- * @param data The data for the request.
2251
- * @param data.acceptLanguage
2252
- * @returns unknown User retrieved successfully
2253
- * @throws ApiError
2254
- */
2255
- public static userControllerGetUser(
2256
- data: UserControllerGetUserData
2257
- ): CancelablePromise<UserControllerGetUserResponse> {
2258
- return __request(OpenAPI, {
2259
- method: 'GET',
2260
- url: '/api/v1/users',
2261
- headers: {
2262
- 'accept-language': data.acceptLanguage
2263
- }
2264
- });
2265
- }
2266
-
2267
- /**
2268
- * Sign up new user
2269
- * Create a new account with auto-generated access token. Protected by Cloudflare Turnstile to prevent automated signup (when enabled).
2270
- * @param data The data for the request.
2271
- * @param data.requestBody
2272
- * @returns unknown User created successfully
2273
- * @throws ApiError
2274
- */
2275
- public static userControllerSignupUser(
2276
- data: UserControllerSignupUserData
2277
- ): CancelablePromise<UserControllerSignupUserResponse> {
2278
- return __request(OpenAPI, {
2279
- method: 'POST',
2280
- url: '/api/v1/users',
2281
- body: data.requestBody,
2282
- mediaType: 'application/json',
2283
- errors: {
2284
- 400: 'Invalid Turnstile token (when Turnstile is enabled)',
2285
- 403: 'User signup is disabled'
2286
- }
2287
- });
2288
- }
2289
-
2290
- /**
2291
- * Delete user by ID (admin only)
2292
- * @param data The data for the request.
2293
- * @param data.id User ID to delete
2294
- * @returns void User deleted successfully
2295
- * @throws ApiError
2296
- */
2297
- public static userControllerDeleteUser(
2298
- data: UserControllerDeleteUserData
2299
- ): CancelablePromise<UserControllerDeleteUserResponse> {
2300
- return __request(OpenAPI, {
2301
- method: 'DELETE',
2302
- url: '/api/v1/users/{id}',
2303
- path: {
2304
- id: data.id
2305
- },
2306
- errors: {
2307
- 403: 'Cannot delete own account or insufficient permissions'
2308
- }
2309
- });
2310
- }
2311
-
2312
- /**
2313
- * Get user info by user ID
2314
- * @param data The data for the request.
2315
- * @param data.id User ID
2316
- * @returns unknown User info retrieved successfully
2317
- * @throws ApiError
2318
- */
2319
- public static userControllerGetUserInfo(
2320
- data: UserControllerGetUserInfoData
2321
- ): CancelablePromise<UserControllerGetUserInfoResponse> {
2322
- return __request(OpenAPI, {
2323
- method: 'GET',
2324
- url: '/api/v1/users/{id}/info',
2325
- path: {
2326
- id: data.id
2327
- },
2328
- errors: {
2329
- 403: 'Cannot access other user info without admin permission'
2330
- }
2331
- });
2332
- }
2333
-
2334
- /**
2335
- * Update user settings
2336
- * @param data The data for the request.
2337
- * @param data.requestBody
2338
- * @returns unknown Settings updated successfully
2339
- * @throws ApiError
2340
- */
2341
- public static userControllerUpdateUserSetting(
2342
- data: UserControllerUpdateUserSettingData
2343
- ): CancelablePromise<UserControllerUpdateUserSettingResponse> {
2344
- return __request(OpenAPI, {
2345
- method: 'PUT',
2346
- url: '/api/v1/users/setting',
2347
- body: data.requestBody,
2348
- mediaType: 'application/json',
2349
- errors: {
2350
- 403: 'Insufficient permissions'
2351
- }
2352
- });
2353
- }
2354
-
2355
- /**
2356
- * Get all user settings paginated (admin only)
2357
- * @param data The data for the request.
2358
- * @param data.pageNo Page number
2359
- * @param data.pageSize Page size
2360
- * @returns unknown Settings list retrieved successfully
2361
- * @throws ApiError
2362
- */
2363
- public static userControllerGetAllUserSettingsByPage(
2364
- data: UserControllerGetAllUserSettingsByPageData
2365
- ): CancelablePromise<UserControllerGetAllUserSettingsByPageResponse> {
2366
- return __request(OpenAPI, {
2367
- method: 'GET',
2368
- url: '/api/v1/users/settings-by-page',
2369
- query: {
2370
- pageNo: data.pageNo,
2371
- pageSize: data.pageSize
2372
- }
2373
- });
2374
- }
2375
-
2376
- /**
2377
- * Get asset and liability summary for current user
2378
- * @returns unknown Summary retrieved successfully
2379
- * @throws ApiError
2380
- */
2381
- public static userControllerGetAssetLiabilitySummary(): CancelablePromise<UserControllerGetAssetLiabilitySummaryResponse> {
2382
- return __request(OpenAPI, {
2383
- method: 'GET',
2384
- url: '/api/v1/users/asset-liability-summary'
2385
- });
2386
- }
2387
- }
2388
-
2389
- export class PropertiesService {
2390
- /**
2391
- * Get all system properties
2392
- * @returns unknown Properties retrieved successfully
2393
- * @throws ApiError
2394
- */
2395
- public static propertyControllerGetAll(): CancelablePromise<PropertyControllerGetAllResponse> {
2396
- return __request(OpenAPI, {
2397
- method: 'GET',
2398
- url: '/api/v1/admin/properties',
2399
- errors: {
2400
- 401: 'Unauthorized',
2401
- 403: 'Forbidden - insufficient permissions'
2402
- }
2403
- });
2404
- }
2405
-
2867
+ export class BeanCategoryCatalogService {
2406
2868
  /**
2407
- * Get property by key
2869
+ * List category catalog for a region
2870
+ * Returns the region-scoped category slugs (expense/income/investment/banking/transfer/payment) for the NLP result picker. CN-exclusive payment instruments (huabei/baitiao) appear only under /cn.
2408
2871
  * @param data The data for the request.
2409
- * @param data.key Property key
2410
- * @returns unknown Property retrieved successfully
2872
+ * @param data.region Region code for tenant context
2873
+ * @param data.scenario Filter by scenario
2874
+ * @param data.routeBearing Filter by routeBearing (entity-router route() consumes it)
2875
+ * @returns CategoryCatalogListResponseDto Category catalog retrieved successfully
2411
2876
  * @throws ApiError
2412
2877
  */
2413
- public static propertyControllerGetByKey(
2414
- data: PropertyControllerGetByKeyData
2415
- ): CancelablePromise<PropertyControllerGetByKeyResponse> {
2878
+ public static categoryCatalogControllerList(
2879
+ data: CategoryCatalogControllerListData
2880
+ ): CancelablePromise<CategoryCatalogControllerListResponse> {
2416
2881
  return __request(OpenAPI, {
2417
2882
  method: 'GET',
2418
- url: '/api/v1/admin/properties/{key}',
2419
- path: {
2420
- key: data.key
2421
- },
2422
- errors: {
2423
- 401: 'Unauthorized',
2424
- 403: 'Forbidden - insufficient permissions',
2425
- 404: 'Property not found'
2426
- }
2427
- });
2428
- }
2429
-
2430
- /**
2431
- * Update a system property
2432
- * @param data The data for the request.
2433
- * @param data.key Property key
2434
- * @param data.requestBody
2435
- * @returns unknown Property updated successfully
2436
- * @throws ApiError
2437
- */
2438
- public static propertyControllerUpdate(
2439
- data: PropertyControllerUpdateData
2440
- ): CancelablePromise<PropertyControllerUpdateResponse> {
2441
- return __request(OpenAPI, {
2442
- method: 'PUT',
2443
- url: '/api/v1/admin/properties/{key}',
2444
- path: {
2445
- key: data.key
2446
- },
2447
- body: data.requestBody,
2448
- mediaType: 'application/json',
2449
- errors: {
2450
- 401: 'Unauthorized',
2451
- 403: 'Forbidden - insufficient permissions'
2452
- }
2453
- });
2454
- }
2455
-
2456
- /**
2457
- * Delete a system property
2458
- * @param data The data for the request.
2459
- * @param data.key Property key
2460
- * @returns void Property deleted successfully
2461
- * @throws ApiError
2462
- */
2463
- public static propertyControllerDelete(
2464
- data: PropertyControllerDeleteData
2465
- ): CancelablePromise<PropertyControllerDeleteResponse> {
2466
- return __request(OpenAPI, {
2467
- method: 'DELETE',
2468
- url: '/api/v1/admin/properties/{key}',
2469
- path: {
2470
- key: data.key
2471
- },
2472
- errors: {
2473
- 401: 'Unauthorized',
2474
- 403: 'Forbidden - insufficient permissions',
2475
- 404: 'Property not found'
2883
+ url: '/api/v1/{region}/bean/categories',
2884
+ path: {
2885
+ region: data.region
2886
+ },
2887
+ query: {
2888
+ scenario: data.scenario,
2889
+ routeBearing: data.routeBearing
2476
2890
  }
2477
2891
  });
2478
2892
  }
@@ -2653,11 +3067,144 @@ export class LifeEventsService {
2653
3067
  }
2654
3068
  }
2655
3069
 
3070
+ export class OnboardingService {
3071
+ /**
3072
+ * Bootstrap core accounts + register asset accounts with opening balances (ADR-0113)
3073
+ * @param data The data for the request.
3074
+ * @param data.region Region code for tenant context
3075
+ * @param data.requestBody
3076
+ * @returns unknown Onboarding bootstrap result.
3077
+ * @throws ApiError
3078
+ */
3079
+ public static onboardingControllerBootstrap(
3080
+ data: OnboardingControllerBootstrapData
3081
+ ): CancelablePromise<OnboardingControllerBootstrapResponse> {
3082
+ return __request(OpenAPI, {
3083
+ method: 'POST',
3084
+ url: '/api/v1/{region}/bean/onboarding',
3085
+ path: {
3086
+ region: data.region
3087
+ },
3088
+ body: data.requestBody,
3089
+ mediaType: 'application/json',
3090
+ errors: {
3091
+ 422: 'Invalid region/account path/duplicate paths.'
3092
+ }
3093
+ });
3094
+ }
3095
+ }
3096
+
3097
+ export class BalanceReconciliationService {
3098
+ /**
3099
+ * Preview reconciliation (book vs actual)
3100
+ * Computes book balance, diff, Beancount-inferred tolerance, and suggested action without persisting.
3101
+ * @param data The data for the request.
3102
+ * @param data.region Region code for tenant context (decorative for reconciliation)
3103
+ * @param data.requestBody
3104
+ * @returns ReconciliationComputeResultDto Reconciliation preview
3105
+ * @throws ApiError
3106
+ */
3107
+ public static reconciliationControllerCompute(
3108
+ data: ReconciliationControllerComputeData
3109
+ ): CancelablePromise<ReconciliationControllerComputeResponse> {
3110
+ return __request(OpenAPI, {
3111
+ method: 'POST',
3112
+ url: '/api/v1/{region}/bean/reconciliations',
3113
+ path: {
3114
+ region: data.region
3115
+ },
3116
+ body: data.requestBody,
3117
+ mediaType: 'application/json',
3118
+ errors: {
3119
+ 404: 'Account not found'
3120
+ }
3121
+ });
3122
+ }
3123
+
3124
+ /**
3125
+ * Record a balance assertion
3126
+ * Persists the reconciliation as a BeanBalance assertion (amount = actual, diffAmount = book − actual). Re-reconciling the same day/currency upserts.
3127
+ * @param data The data for the request.
3128
+ * @param data.region Region code for tenant context (decorative for reconciliation)
3129
+ * @param data.requestBody
3130
+ * @returns ReconciliationRecordDto Balance assertion recorded
3131
+ * @throws ApiError
3132
+ */
3133
+ public static reconciliationControllerAssert(
3134
+ data: ReconciliationControllerAssertData
3135
+ ): CancelablePromise<ReconciliationControllerAssertResponse> {
3136
+ return __request(OpenAPI, {
3137
+ method: 'POST',
3138
+ url: '/api/v1/{region}/bean/reconciliations/assert',
3139
+ path: {
3140
+ region: data.region
3141
+ },
3142
+ body: data.requestBody,
3143
+ mediaType: 'application/json',
3144
+ errors: {
3145
+ 404: 'Account not found'
3146
+ }
3147
+ });
3148
+ }
3149
+
3150
+ /**
3151
+ * Generate a pad adjusting entry
3152
+ * When book is outside tolerance, synthesizes a Beancount pad transaction (flag P) booking the diff from source_account and persists it. Source defaults to Equity:Opening-Balances.
3153
+ * @param data The data for the request.
3154
+ * @param data.region Region code for tenant context (decorative for reconciliation)
3155
+ * @param data.requestBody
3156
+ * @returns PadResultDto Pad adjusting entry generated
3157
+ * @throws ApiError
3158
+ */
3159
+ public static reconciliationControllerPad(
3160
+ data: ReconciliationControllerPadData
3161
+ ): CancelablePromise<ReconciliationControllerPadResponse> {
3162
+ return __request(OpenAPI, {
3163
+ method: 'POST',
3164
+ url: '/api/v1/{region}/bean/reconciliations/pad',
3165
+ path: {
3166
+ region: data.region
3167
+ },
3168
+ body: data.requestBody,
3169
+ mediaType: 'application/json',
3170
+ errors: {
3171
+ 400: 'Book already within tolerance — no pad needed',
3172
+ 404: 'Account not found'
3173
+ }
3174
+ });
3175
+ }
3176
+
3177
+ /**
3178
+ * List reconciliation history for an account
3179
+ * Returns recorded balance assertions (most recent first). The latest drives the account-detail "Last <date>" badge.
3180
+ * @param data The data for the request.
3181
+ * @param data.accountId BeanAccount id
3182
+ * @param data.region Region code for tenant context (decorative for reconciliation)
3183
+ * @returns ReconciliationRecordDto Reconciliation history
3184
+ * @throws ApiError
3185
+ */
3186
+ public static reconciliationControllerHistory(
3187
+ data: ReconciliationControllerHistoryData
3188
+ ): CancelablePromise<ReconciliationControllerHistoryResponse> {
3189
+ return __request(OpenAPI, {
3190
+ method: 'GET',
3191
+ url: '/api/v1/{region}/bean/accounts/{accountId}/reconciliations',
3192
+ path: {
3193
+ accountId: data.accountId,
3194
+ region: data.region
3195
+ },
3196
+ errors: {
3197
+ 404: 'Account not found'
3198
+ }
3199
+ });
3200
+ }
3201
+ }
3202
+
2656
3203
  export class BeanExportService {
2657
3204
  /**
2658
3205
  * Export Beancount ledger as ZIP
2659
3206
  * Export all user Beancount data as a ZIP file containing ledger.beancount and yearly files in community format.
2660
- * @returns unknown
3207
+ * @returns binary ZIP archive (application/zip) streamed as an attachment
2661
3208
  * @throws ApiError
2662
3209
  */
2663
3210
  public static exportControllerExportBeancount(): CancelablePromise<ExportControllerExportBeancountResponse> {
@@ -2831,216 +3378,196 @@ export class BeanImportService {
2831
3378
  }
2832
3379
  }
2833
3380
 
2834
- export class BeanPlatformsService {
2835
- /**
2836
- * Get all platforms with statistics
2837
- * @returns unknown List of platforms with binding and account counts
2838
- * @throws ApiError
2839
- */
2840
- public static platformControllerFindAll(): CancelablePromise<PlatformControllerFindAllResponse> {
2841
- return __request(OpenAPI, {
2842
- method: 'GET',
2843
- url: '/api/v1/bean/platforms'
2844
- });
2845
- }
2846
-
3381
+ export class ProviderSyncService {
2847
3382
  /**
2848
- * Create a new platform
3383
+ * Sync transactions from financial data provider
3384
+ *
3385
+ * Accepts raw transactions from external financial data providers, transforms them to Beancount format, and processes them through the ingestion pipeline.
3386
+ *
3387
+ * **Supported Providers:**
3388
+ * - **plaid**: Plaid API (US, Canada, Europe)
3389
+ * - **teller**: Teller API (US)
3390
+ * - **truelayer**: TrueLayer Open Banking (UK, Europe)
3391
+ * - **gocardless**: GoCardless Bank Account Data (Europe)
3392
+ * - **simplefin**: SimpleFIN (Self-hosted)
3393
+ * - **yodlee**: Yodlee (Global)
3394
+ * - **beancount-direct**: Beancount format transactions
3395
+ * - **parsed-bill**: Client-side parsed bill transactions
3396
+ *
3397
+ * **Processing Flow:**
3398
+ * 1. Transform raw data via provider adapter
3399
+ * 2. Validate transaction format
3400
+ * 3. Deduplicate using originalId
3401
+ * 4. Classify using rule engine
3402
+ * 5. Route low-confidence to Review Center
3403
+ * 6. Persist validated transactions
3404
+ *
2849
3405
  * @param data The data for the request.
3406
+ * @param data.providerName Provider name
3407
+ * @param data.region Region code for tenant context
2850
3408
  * @param data.requestBody
2851
- * @returns unknown Platform created successfully
3409
+ * @returns ProviderSyncResponseDto Sync completed successfully
2852
3410
  * @throws ApiError
2853
3411
  */
2854
- public static platformControllerCreate(
2855
- data: PlatformControllerCreateData
2856
- ): CancelablePromise<PlatformControllerCreateResponse> {
3412
+ public static providerSyncControllerSync(
3413
+ data: ProviderSyncControllerSyncData
3414
+ ): CancelablePromise<ProviderSyncControllerSyncResponse> {
2857
3415
  return __request(OpenAPI, {
2858
3416
  method: 'POST',
2859
- url: '/api/v1/bean/platforms',
3417
+ url: '/api/v1/{region}/bean/import/provider/{providerName}/sync',
3418
+ path: {
3419
+ providerName: data.providerName,
3420
+ region: data.region
3421
+ },
2860
3422
  body: data.requestBody,
2861
3423
  mediaType: 'application/json',
2862
3424
  errors: {
2863
- 409: 'Platform already exists'
3425
+ 400: 'Invalid request data',
3426
+ 401: 'Missing or invalid authentication',
3427
+ 404: 'Provider not supported'
2864
3428
  }
2865
3429
  });
2866
3430
  }
2867
3431
 
2868
3432
  /**
2869
- * Get platform list for current user
2870
- * @returns unknown List of platforms with user binding status
2871
- * @throws ApiError
2872
- */
2873
- public static platformControllerGetPlatformList(): CancelablePromise<PlatformControllerGetPlatformListResponse> {
2874
- return __request(OpenAPI, {
2875
- method: 'GET',
2876
- url: '/api/v1/bean/platforms/list'
2877
- });
2878
- }
2879
-
2880
- /**
2881
- * Match platforms by name or alias
3433
+ * Get supported providers
3434
+ * Returns a list of all providers supported by the sync endpoint.
2882
3435
  * @param data The data for the request.
2883
- * @param data.q Search query — Chinese name, English name, or abbreviation
2884
- * @param data.region Region code for category override lookup
2885
- * @returns unknown List of matching platforms with suggested segment names
3436
+ * @param data.region Region code for tenant context
3437
+ * @returns SupportedProvidersResponseDto List of supported providers
2886
3438
  * @throws ApiError
2887
3439
  */
2888
- public static platformControllerMatchPlatforms(
2889
- data: PlatformControllerMatchPlatformsData
2890
- ): CancelablePromise<PlatformControllerMatchPlatformsResponse> {
3440
+ public static providerSyncControllerGetSupportedProviders(
3441
+ data: ProviderSyncControllerGetSupportedProvidersData
3442
+ ): CancelablePromise<ProviderSyncControllerGetSupportedProvidersResponse> {
2891
3443
  return __request(OpenAPI, {
2892
3444
  method: 'GET',
2893
- url: '/api/v1/bean/platforms/match',
2894
- query: {
2895
- q: data.q,
3445
+ url: '/api/v1/{region}/bean/import/provider/supported',
3446
+ path: {
2896
3447
  region: data.region
3448
+ },
3449
+ errors: {
3450
+ 401: 'Missing or invalid authentication'
2897
3451
  }
2898
3452
  });
2899
3453
  }
2900
3454
 
2901
3455
  /**
2902
- * Update a platform
3456
+ * Check if provider is supported
3457
+ * Returns whether a specific provider is supported.
2903
3458
  * @param data The data for the request.
2904
- * @param data.id Platform ID
2905
- * @param data.requestBody
2906
- * @returns unknown Platform updated successfully
3459
+ * @param data.providerName Provider name to check
3460
+ * @param data.region Region code for tenant context
3461
+ * @returns unknown Provider support status
2907
3462
  * @throws ApiError
2908
3463
  */
2909
- public static platformControllerUpdate(
2910
- data: PlatformControllerUpdateData
2911
- ): CancelablePromise<PlatformControllerUpdateResponse> {
3464
+ public static providerSyncControllerIsProviderSupported(
3465
+ data: ProviderSyncControllerIsProviderSupportedData
3466
+ ): CancelablePromise<ProviderSyncControllerIsProviderSupportedResponse> {
2912
3467
  return __request(OpenAPI, {
2913
- method: 'PUT',
2914
- url: '/api/v1/bean/platforms/{id}',
3468
+ method: 'GET',
3469
+ url: '/api/v1/{region}/bean/import/provider/{providerName}/supported',
2915
3470
  path: {
2916
- id: data.id
3471
+ providerName: data.providerName,
3472
+ region: data.region
2917
3473
  },
2918
- body: data.requestBody,
2919
- mediaType: 'application/json',
2920
3474
  errors: {
2921
- 404: 'Platform not found'
3475
+ 401: 'Missing or invalid authentication'
2922
3476
  }
2923
3477
  });
2924
3478
  }
3479
+ }
2925
3480
 
3481
+ export class ExternalAccountLinksService {
2926
3482
  /**
2927
- * Delete a platform
3483
+ * Create an external account → BeanAccount mapping (ADR-0113)
2928
3484
  * @param data The data for the request.
2929
- * @param data.id Platform ID
2930
- * @returns void Platform deleted successfully
3485
+ * @param data.region Region code for tenant context
3486
+ * @param data.requestBody
3487
+ * @returns ExternalAccountLinkResponseDto Link created.
2931
3488
  * @throws ApiError
2932
3489
  */
2933
- public static platformControllerDelete(
2934
- data: PlatformControllerDeleteData
2935
- ): CancelablePromise<PlatformControllerDeleteResponse> {
3490
+ public static externalAccountLinkControllerCreate(
3491
+ data: ExternalAccountLinkControllerCreateData
3492
+ ): CancelablePromise<ExternalAccountLinkControllerCreateResponse> {
2936
3493
  return __request(OpenAPI, {
2937
- method: 'DELETE',
2938
- url: '/api/v1/bean/platforms/{id}',
3494
+ method: 'POST',
3495
+ url: '/api/v1/{region}/bean/external-account-links',
2939
3496
  path: {
2940
- id: data.id
3497
+ region: data.region
2941
3498
  },
3499
+ body: data.requestBody,
3500
+ mediaType: 'application/json',
2942
3501
  errors: {
2943
- 404: 'Platform not found'
3502
+ 422: 'beanAccountId not owned, or an active link already exists.'
2944
3503
  }
2945
3504
  });
2946
3505
  }
2947
- }
2948
3506
 
2949
- export class ProviderSyncService {
2950
3507
  /**
2951
- * Sync transactions from financial data provider
2952
- *
2953
- * Accepts raw transactions from external financial data providers, transforms them to Beancount format, and processes them through the ingestion pipeline.
2954
- *
2955
- * **Supported Providers:**
2956
- * - **plaid**: Plaid API (US, Canada, Europe)
2957
- * - **teller**: Teller API (US)
2958
- * - **truelayer**: TrueLayer Open Banking (UK, Europe)
2959
- * - **gocardless**: GoCardless Bank Account Data (Europe)
2960
- * - **simplefin**: SimpleFIN (Self-hosted)
2961
- * - **yodlee**: Yodlee (Global)
2962
- * - **beancount-direct**: Beancount format transactions
2963
- * - **parsed-bill**: Client-side parsed bill transactions
2964
- *
2965
- * **Processing Flow:**
2966
- * 1. Transform raw data via provider adapter
2967
- * 2. Validate transaction format
2968
- * 3. Deduplicate using originalId
2969
- * 4. Classify using rule engine
2970
- * 5. Route low-confidence to Review Center
2971
- * 6. Persist validated transactions
2972
- *
3508
+ * List the user's active external account links
2973
3509
  * @param data The data for the request.
2974
- * @param data.providerName Provider name
3510
+ * @param data.provider
2975
3511
  * @param data.region Region code for tenant context
2976
- * @param data.requestBody
2977
- * @returns ProviderSyncResponseDto Sync completed successfully
3512
+ * @returns ExternalAccountLinkListResponseDto Links retrieved.
2978
3513
  * @throws ApiError
2979
3514
  */
2980
- public static providerSyncControllerSync(
2981
- data: ProviderSyncControllerSyncData
2982
- ): CancelablePromise<ProviderSyncControllerSyncResponse> {
2983
- return __request(OpenAPI, {
2984
- method: 'POST',
2985
- url: '/api/v1/{region}/bean/import/provider/{providerName}/sync',
3515
+ public static externalAccountLinkControllerFindAll(
3516
+ data: ExternalAccountLinkControllerFindAllData
3517
+ ): CancelablePromise<ExternalAccountLinkControllerFindAllResponse> {
3518
+ return __request(OpenAPI, {
3519
+ method: 'GET',
3520
+ url: '/api/v1/{region}/bean/external-account-links',
2986
3521
  path: {
2987
- providerName: data.providerName,
2988
3522
  region: data.region
2989
3523
  },
2990
- body: data.requestBody,
2991
- mediaType: 'application/json',
2992
- errors: {
2993
- 400: 'Invalid request data',
2994
- 401: 'Missing or invalid authentication',
2995
- 404: 'Provider not supported'
3524
+ query: {
3525
+ provider: data.provider
2996
3526
  }
2997
3527
  });
2998
3528
  }
2999
3529
 
3000
3530
  /**
3001
- * Get supported providers
3002
- * Returns a list of all providers supported by the sync endpoint.
3531
+ * Get a single external account link
3003
3532
  * @param data The data for the request.
3533
+ * @param data.id
3004
3534
  * @param data.region Region code for tenant context
3005
- * @returns SupportedProvidersResponseDto List of supported providers
3535
+ * @returns ExternalAccountLinkResponseDto Link retrieved.
3006
3536
  * @throws ApiError
3007
3537
  */
3008
- public static providerSyncControllerGetSupportedProviders(
3009
- data: ProviderSyncControllerGetSupportedProvidersData
3010
- ): CancelablePromise<ProviderSyncControllerGetSupportedProvidersResponse> {
3538
+ public static externalAccountLinkControllerFindOne(
3539
+ data: ExternalAccountLinkControllerFindOneData
3540
+ ): CancelablePromise<ExternalAccountLinkControllerFindOneResponse> {
3011
3541
  return __request(OpenAPI, {
3012
3542
  method: 'GET',
3013
- url: '/api/v1/{region}/bean/import/provider/supported',
3543
+ url: '/api/v1/{region}/bean/external-account-links/{id}',
3014
3544
  path: {
3545
+ id: data.id,
3015
3546
  region: data.region
3016
3547
  },
3017
3548
  errors: {
3018
- 401: 'Missing or invalid authentication'
3549
+ 422: 'Link not found or not owned by the user.'
3019
3550
  }
3020
3551
  });
3021
3552
  }
3022
3553
 
3023
3554
  /**
3024
- * Check if provider is supported
3025
- * Returns whether a specific provider is supported.
3555
+ * Soft-delete (disconnect) an external account link
3026
3556
  * @param data The data for the request.
3027
- * @param data.providerName Provider name to check
3557
+ * @param data.id
3028
3558
  * @param data.region Region code for tenant context
3029
- * @returns unknown Provider support status
3559
+ * @returns void Link soft-deleted; historical transactions are unaffected.
3030
3560
  * @throws ApiError
3031
3561
  */
3032
- public static providerSyncControllerIsProviderSupported(
3033
- data: ProviderSyncControllerIsProviderSupportedData
3034
- ): CancelablePromise<ProviderSyncControllerIsProviderSupportedResponse> {
3562
+ public static externalAccountLinkControllerRemove(
3563
+ data: ExternalAccountLinkControllerRemoveData
3564
+ ): CancelablePromise<ExternalAccountLinkControllerRemoveResponse> {
3035
3565
  return __request(OpenAPI, {
3036
- method: 'GET',
3037
- url: '/api/v1/{region}/bean/import/provider/{providerName}/supported',
3566
+ method: 'DELETE',
3567
+ url: '/api/v1/{region}/bean/external-account-links/{id}',
3038
3568
  path: {
3039
- providerName: data.providerName,
3569
+ id: data.id,
3040
3570
  region: data.region
3041
- },
3042
- errors: {
3043
- 401: 'Missing or invalid authentication'
3044
3571
  }
3045
3572
  });
3046
3573
  }
@@ -3204,359 +3731,205 @@ export class BeanNlpService {
3204
3731
  }
3205
3732
  }
3206
3733
 
3207
- export class DashboardService {
3734
+ export class BeanPlatformsService {
3208
3735
  /**
3209
- * Get net worth overview
3210
- * Returns total net worth with breakdown of assets and liabilities
3211
- * @param data The data for the request.
3212
- * @param data.region Region code for tenant context
3213
- * @param data.date Date for balance calculation (ISO 8601 format)
3214
- * @returns NetWorthResponseDto Net worth retrieved successfully
3736
+ * Get all platforms with statistics
3737
+ * @returns unknown List of platforms with binding and account counts
3215
3738
  * @throws ApiError
3216
3739
  */
3217
- public static dashboardControllerGetNetWorth(
3218
- data: DashboardControllerGetNetWorthData
3219
- ): CancelablePromise<DashboardControllerGetNetWorthResponse> {
3740
+ public static platformControllerFindAll(): CancelablePromise<PlatformControllerFindAllResponse> {
3220
3741
  return __request(OpenAPI, {
3221
3742
  method: 'GET',
3222
- url: '/api/v1/{region}/dashboard/net-worth',
3223
- path: {
3224
- region: data.region
3225
- },
3226
- query: {
3227
- date: data.date
3228
- },
3229
- errors: {
3230
- 401: 'User not authenticated'
3231
- }
3743
+ url: '/api/v1/bean/platforms'
3232
3744
  });
3233
3745
  }
3234
3746
 
3235
3747
  /**
3236
- * Get accounts grouped by platform
3237
- * Returns accounts with balances grouped by financial platform
3748
+ * Create a new platform
3238
3749
  * @param data The data for the request.
3239
- * @param data.region Region code for tenant context
3240
- * @param data.groupBy Grouping strategy
3241
- * @param data.date Date for balance calculation (ISO 8601 format)
3242
- * @param data.accountId Scope to a single account (only valid with groupBy=holdingAssetClass, ADR-0105 §6)
3243
- * @returns unknown Accounts retrieved successfully. Response type depends on groupBy parameter.
3750
+ * @param data.requestBody
3751
+ * @returns unknown Platform created successfully
3244
3752
  * @throws ApiError
3245
3753
  */
3246
- public static dashboardControllerGetAccounts(
3247
- data: DashboardControllerGetAccountsData
3248
- ): CancelablePromise<DashboardControllerGetAccountsResponse> {
3754
+ public static platformControllerCreate(
3755
+ data: PlatformControllerCreateData
3756
+ ): CancelablePromise<PlatformControllerCreateResponse> {
3249
3757
  return __request(OpenAPI, {
3250
- method: 'GET',
3251
- url: '/api/v1/{region}/dashboard/accounts',
3252
- path: {
3253
- region: data.region
3254
- },
3255
- query: {
3256
- groupBy: data.groupBy,
3257
- date: data.date,
3258
- accountId: data.accountId
3259
- },
3758
+ method: 'POST',
3759
+ url: '/api/v1/bean/platforms',
3760
+ body: data.requestBody,
3761
+ mediaType: 'application/json',
3260
3762
  errors: {
3261
- 401: 'User not authenticated'
3763
+ 409: 'Platform already exists'
3262
3764
  }
3263
3765
  });
3264
3766
  }
3265
3767
 
3266
3768
  /**
3267
- * Get cash flow summary
3268
- * Returns income, expenses, and savings for a monthly period
3769
+ * Get platform list for current user
3269
3770
  * @param data The data for the request.
3270
- * @param data.period Period in YYYY-MM format
3271
- * @param data.region Region code for tenant context
3272
- * @returns CashFlowResponseDto Cash flow retrieved successfully
3771
+ * @param data.region Region code (ISO 3166-1 alpha-2) that biases within-type-bucket ordering (local-region platforms first). Case-insensitive — stored/compared UPPERCASE ("cn" == "CN").
3772
+ * @returns PlatformListItemDto List of platforms with user binding status
3273
3773
  * @throws ApiError
3274
3774
  */
3275
- public static dashboardControllerGetCashFlow(
3276
- data: DashboardControllerGetCashFlowData
3277
- ): CancelablePromise<DashboardControllerGetCashFlowResponse> {
3775
+ public static platformControllerGetPlatformList(
3776
+ data: PlatformControllerGetPlatformListData = {}
3777
+ ): CancelablePromise<PlatformControllerGetPlatformListResponse> {
3278
3778
  return __request(OpenAPI, {
3279
3779
  method: 'GET',
3280
- url: '/api/v1/{region}/dashboard/cash-flow',
3281
- path: {
3282
- region: data.region
3283
- },
3780
+ url: '/api/v1/bean/platforms/list',
3284
3781
  query: {
3285
- period: data.period
3286
- },
3287
- errors: {
3288
- 400: 'Invalid period format',
3289
- 401: 'User not authenticated'
3290
- }
3291
- });
3292
- }
3293
-
3294
- /**
3295
- * Get expenses grouped by functional category
3296
- * Returns expenses pre-aggregated by functional category (account-path Group segment) with server-side multi-currency conversion
3297
- * @param data The data for the request.
3298
- * @param data.region Region code for tenant context
3299
- * @param data.groupBy Grouping strategy
3300
- * @param data.period Time window (1m = current calendar month)
3301
- * @returns ExpensesByCategoryResponseDto Expenses retrieved successfully
3302
- * @throws ApiError
3303
- */
3304
- public static dashboardControllerGetExpenses(
3305
- data: DashboardControllerGetExpensesData
3306
- ): CancelablePromise<DashboardControllerGetExpensesResponse> {
3307
- return __request(OpenAPI, {
3308
- method: 'GET',
3309
- url: '/api/v1/{region}/dashboard/expenses',
3310
- path: {
3311
3782
  region: data.region
3312
- },
3313
- query: {
3314
- groupBy: data.groupBy,
3315
- period: data.period
3316
- },
3317
- errors: {
3318
- 400: 'Invalid groupBy or period',
3319
- 401: 'User not authenticated'
3320
3783
  }
3321
3784
  });
3322
3785
  }
3323
- }
3324
3786
 
3325
- export class InvestmentService {
3326
3787
  /**
3327
- * Get per-holding unrealized + realized P&L
3328
- * Average-cost unrealized P&L per account × commodity, plus cumulative realized P&L on sold lots (method = FIFO | average, default average).
3788
+ * Match platforms by name or alias
3329
3789
  * @param data The data for the request.
3330
- * @param data.region Region code for tenant context
3331
- * @param data.asOf As-of date (ISO 8601), defaults to today
3332
- * @param data.accountId Scope to a single account
3333
- * @param data.method Realized-P&L lot-matching method (default average). Does not affect the average-cost unrealized basis.
3334
- * @returns HoldingPnlResponseDto Holding P&L retrieved successfully
3790
+ * @param data.q Search query — Chinese name, English name, or abbreviation
3791
+ * @param data.region Region code (ISO 3166-1 alpha-2) that biases within-tier ordering (local-region platforms first); also the intended categoryOverrides key. Case-insensitive — stored/compared UPPERCASE ("cn" == "CN").
3792
+ * @returns PlatformMatchResponseDto Matching platforms with overall match type and truncation flag
3335
3793
  * @throws ApiError
3336
3794
  */
3337
- public static holdingPnlControllerGetHoldingPnl(
3338
- data: HoldingPnlControllerGetHoldingPnlData
3339
- ): CancelablePromise<HoldingPnlControllerGetHoldingPnlResponse> {
3795
+ public static platformControllerMatchPlatforms(
3796
+ data: PlatformControllerMatchPlatformsData
3797
+ ): CancelablePromise<PlatformControllerMatchPlatformsResponse> {
3340
3798
  return __request(OpenAPI, {
3341
3799
  method: 'GET',
3342
- url: '/api/v1/{region}/investment/holdings/pnl',
3343
- path: {
3344
- region: data.region
3345
- },
3800
+ url: '/api/v1/bean/platforms/match',
3346
3801
  query: {
3347
- asOf: data.asOf,
3348
- accountId: data.accountId,
3349
- method: data.method
3350
- },
3351
- errors: {
3352
- 400: 'Invalid asOf format/value/future date, invalid accountId format, or unsupported method',
3353
- 401: 'User not authenticated'
3354
- }
3355
- });
3356
- }
3357
- }
3358
-
3359
- export class BeanPricesService {
3360
- /**
3361
- * Create a new price
3362
- * Creates a new price entry for the authenticated user
3363
- * @param data The data for the request.
3364
- * @param data.region Region code for tenant context
3365
- * @param data.requestBody
3366
- * @returns PriceResponseDto Price created successfully
3367
- * @throws ApiError
3368
- */
3369
- public static priceControllerCreate(
3370
- data: PriceControllerCreateData
3371
- ): CancelablePromise<PriceControllerCreateResponse> {
3372
- return __request(OpenAPI, {
3373
- method: 'POST',
3374
- url: '/api/v1/{region}/bean/prices',
3375
- path: {
3802
+ q: data.q,
3376
3803
  region: data.region
3377
- },
3378
- body: data.requestBody,
3379
- mediaType: 'application/json',
3380
- errors: {
3381
- 404: 'Currency or quoteCurrency commodity not found',
3382
- 409: 'Price already exists for this currency pair and date'
3383
3804
  }
3384
3805
  });
3385
3806
  }
3386
3807
 
3387
3808
  /**
3388
- * List user prices
3389
- * Returns all price entries for the authenticated user with optional filtering
3809
+ * Get the region and candidate account standards for a platform
3390
3810
  * @param data The data for the request.
3391
- * @param data.region Region code for tenant context
3392
- * @param data.currency Filter by currency (e.g., BTC, AAPL, USD)
3393
- * @param data.quoteCurrency Filter by quote currency (pricing currency, e.g., USD, CNY)
3394
- * @param data.dateFrom Filter prices from this date (ISO 8601 format)
3395
- * @param data.dateTo Filter prices to this date (ISO 8601 format)
3396
- * @param data.search Search term for currency or quoteCurrency (case-insensitive partial match)
3397
- * @param data.page Page number for pagination (default: 1)
3398
- * @param data.limit Number of items per page (default: 20, max: 100)
3399
- * @returns PriceListResponseDto Prices retrieved successfully
3811
+ * @param data.id Platform ID (from a match result)
3812
+ * @param data.region Region code (ISO 3166-1 alpha-2, case-insensitive). Required for global platforms (countryCode null) — resolved as their template region; ignored when the platform has its own countryCode.
3813
+ * @param data.type Filter templates by account type (path first segment)
3814
+ * @returns PlatformStandardsResponseDto Resolved region plus the merged account-standard catalog of that region (groupable by productCategory client-side)
3400
3815
  * @throws ApiError
3401
3816
  */
3402
- public static priceControllerFindAll(
3403
- data: PriceControllerFindAllData
3404
- ): CancelablePromise<PriceControllerFindAllResponse> {
3817
+ public static platformControllerGetPlatformStandards(
3818
+ data: PlatformControllerGetPlatformStandardsData
3819
+ ): CancelablePromise<PlatformControllerGetPlatformStandardsResponse> {
3405
3820
  return __request(OpenAPI, {
3406
3821
  method: 'GET',
3407
- url: '/api/v1/{region}/bean/prices',
3822
+ url: '/api/v1/bean/platforms/{id}/standards',
3408
3823
  path: {
3409
- region: data.region
3824
+ id: data.id
3410
3825
  },
3411
3826
  query: {
3412
- currency: data.currency,
3413
- quoteCurrency: data.quoteCurrency,
3414
- dateFrom: data.dateFrom,
3415
- dateTo: data.dateTo,
3416
- search: data.search,
3417
- page: data.page,
3418
- limit: data.limit
3419
- }
3420
- });
3421
- }
3422
-
3423
- /**
3424
- * Get price by ID
3425
- * Returns a single price entry by its ID
3426
- * @param data The data for the request.
3427
- * @param data.id Price ID
3428
- * @param data.region Region code for tenant context
3429
- * @returns PriceResponseDto Price retrieved successfully
3430
- * @throws ApiError
3431
- */
3432
- public static priceControllerFindOne(
3433
- data: PriceControllerFindOneData
3434
- ): CancelablePromise<PriceControllerFindOneResponse> {
3435
- return __request(OpenAPI, {
3436
- method: 'GET',
3437
- url: '/api/v1/{region}/bean/prices/{id}',
3438
- path: {
3439
- id: data.id,
3440
- region: data.region
3441
- },
3442
- errors: {
3443
- 404: 'Price not found'
3827
+ region: data.region,
3828
+ type: data.type
3444
3829
  }
3445
3830
  });
3446
3831
  }
3447
3832
 
3448
3833
  /**
3449
- * Update a price
3450
- * Updates an existing price entry
3834
+ * Update a platform
3451
3835
  * @param data The data for the request.
3452
- * @param data.id Price ID
3453
- * @param data.region Region code for tenant context
3836
+ * @param data.id Platform ID
3454
3837
  * @param data.requestBody
3455
- * @returns PriceResponseDto Price updated successfully
3838
+ * @returns unknown Platform updated successfully
3456
3839
  * @throws ApiError
3457
3840
  */
3458
- public static priceControllerUpdate(
3459
- data: PriceControllerUpdateData
3460
- ): CancelablePromise<PriceControllerUpdateResponse> {
3841
+ public static platformControllerUpdate(
3842
+ data: PlatformControllerUpdateData
3843
+ ): CancelablePromise<PlatformControllerUpdateResponse> {
3461
3844
  return __request(OpenAPI, {
3462
3845
  method: 'PUT',
3463
- url: '/api/v1/{region}/bean/prices/{id}',
3846
+ url: '/api/v1/bean/platforms/{id}',
3464
3847
  path: {
3465
- id: data.id,
3466
- region: data.region
3848
+ id: data.id
3467
3849
  },
3468
3850
  body: data.requestBody,
3469
3851
  mediaType: 'application/json',
3470
3852
  errors: {
3471
- 404: 'Price not found',
3472
- 409: 'Updated price conflicts with existing price'
3853
+ 404: 'Platform not found'
3473
3854
  }
3474
3855
  });
3475
3856
  }
3476
3857
 
3477
3858
  /**
3478
- * Delete a price
3479
- * Deletes a price entry (hard delete)
3859
+ * Delete a platform
3480
3860
  * @param data The data for the request.
3481
- * @param data.id Price ID
3482
- * @param data.region Region code for tenant context
3483
- * @returns void Price deleted successfully
3861
+ * @param data.id Platform ID
3862
+ * @returns void Platform deleted successfully
3484
3863
  * @throws ApiError
3485
3864
  */
3486
- public static priceControllerDelete(
3487
- data: PriceControllerDeleteData
3488
- ): CancelablePromise<PriceControllerDeleteResponse> {
3865
+ public static platformControllerDelete(
3866
+ data: PlatformControllerDeleteData
3867
+ ): CancelablePromise<PlatformControllerDeleteResponse> {
3489
3868
  return __request(OpenAPI, {
3490
3869
  method: 'DELETE',
3491
- url: '/api/v1/{region}/bean/prices/{id}',
3870
+ url: '/api/v1/bean/platforms/{id}',
3492
3871
  path: {
3493
- id: data.id,
3494
- region: data.region
3872
+ id: data.id
3495
3873
  },
3496
3874
  errors: {
3497
- 404: 'Price not found'
3875
+ 404: 'Platform not found'
3498
3876
  }
3499
3877
  });
3500
3878
  }
3879
+ }
3501
3880
 
3881
+ export class DashboardService {
3502
3882
  /**
3503
- * Bulk create prices
3504
- * Creates multiple price entries at once (skips duplicates)
3883
+ * Get net worth overview
3884
+ * Returns total net worth with breakdown of assets and liabilities
3505
3885
  * @param data The data for the request.
3506
3886
  * @param data.region Region code for tenant context
3507
- * @param data.requestBody
3508
- * @returns PriceResponseDto Prices created successfully
3887
+ * @param data.date Date for balance calculation (ISO 8601 format)
3888
+ * @returns NetWorthResponseDto Net worth retrieved successfully
3509
3889
  * @throws ApiError
3510
3890
  */
3511
- public static priceControllerBulkCreate(
3512
- data: PriceControllerBulkCreateData
3513
- ): CancelablePromise<PriceControllerBulkCreateResponse> {
3891
+ public static dashboardControllerGetNetWorth(
3892
+ data: DashboardControllerGetNetWorthData
3893
+ ): CancelablePromise<DashboardControllerGetNetWorthResponse> {
3514
3894
  return __request(OpenAPI, {
3515
- method: 'POST',
3516
- url: '/api/v1/{region}/bean/prices/bulk',
3895
+ method: 'GET',
3896
+ url: '/api/v1/{region}/dashboard/net-worth',
3517
3897
  path: {
3518
3898
  region: data.region
3519
3899
  },
3520
- body: data.requestBody,
3521
- mediaType: 'application/json'
3900
+ query: {
3901
+ date: data.date
3902
+ },
3903
+ errors: {
3904
+ 401: 'User not authenticated'
3905
+ }
3522
3906
  });
3523
3907
  }
3524
- }
3525
3908
 
3526
- export class ReportingService {
3527
3909
  /**
3528
- * Get portfolio value trends
3529
- *
3530
- * Returns time series data of portfolio net worth.
3531
- *
3532
- * **Multi-currency Support:**
3533
- * - `series[].byCurrency` - Currency breakdown for each data point
3534
- * - `byCurrency` - Separate time series grouped by currency
3535
- * - `warnings` - Exchange rate warnings if conversion failed
3536
- *
3537
- * **Parameters:**
3538
- * - `period`: Time period (1m, 3m, 6m, 1y)
3539
- * - `granularity`: Data granularity (day, week, month)
3540
- *
3910
+ * Get accounts grouped by platform
3911
+ * Returns accounts with balances grouped by financial platform
3541
3912
  * @param data The data for the request.
3542
3913
  * @param data.region Region code for tenant context
3543
- * @param data.period Time period
3544
- * @param data.granularity Data granularity
3545
- * @returns PortfolioTrendsResponseDto Trends retrieved successfully
3914
+ * @param data.groupBy Grouping strategy
3915
+ * @param data.date Date for balance calculation (ISO 8601 format)
3916
+ * @param data.accountId Scope to a single account (only valid with groupBy=holdingAssetClass, ADR-0105 §6)
3917
+ * @returns unknown Accounts retrieved successfully. Response type depends on groupBy parameter.
3546
3918
  * @throws ApiError
3547
3919
  */
3548
- public static reportingControllerGetPortfolioTrends(
3549
- data: ReportingControllerGetPortfolioTrendsData
3550
- ): CancelablePromise<ReportingControllerGetPortfolioTrendsResponse> {
3920
+ public static dashboardControllerGetAccounts(
3921
+ data: DashboardControllerGetAccountsData
3922
+ ): CancelablePromise<DashboardControllerGetAccountsResponse> {
3551
3923
  return __request(OpenAPI, {
3552
3924
  method: 'GET',
3553
- url: '/api/v1/{region}/reporting/portfolio/trends',
3925
+ url: '/api/v1/{region}/dashboard/accounts',
3554
3926
  path: {
3555
3927
  region: data.region
3556
3928
  },
3557
3929
  query: {
3558
- period: data.period,
3559
- granularity: data.granularity
3930
+ groupBy: data.groupBy,
3931
+ date: data.date,
3932
+ accountId: data.accountId
3560
3933
  },
3561
3934
  errors: {
3562
3935
  401: 'User not authenticated'
@@ -3565,116 +3938,95 @@ export class ReportingService {
3565
3938
  }
3566
3939
 
3567
3940
  /**
3568
- * Get cash-flow trends
3569
- *
3570
- * Monthly income / expense / netSavings over a fixed N-month window
3571
- * (current month + N−1 prior). Missing months are zero-filled (flow metric).
3572
- *
3573
- * **Parameters:**
3574
- * - `period`: 1m | 3m | 6m | 1y (default 6m)
3575
- * - `granularity`: accepted for API symmetry; v1 returns month buckets
3576
- *
3941
+ * Get cash flow summary
3942
+ * Returns income, expenses, and savings for a monthly period
3577
3943
  * @param data The data for the request.
3944
+ * @param data.period Period in YYYY-MM format
3578
3945
  * @param data.region Region code for tenant context
3579
- * @param data.period Time period
3580
- * @param data.granularity Data granularity (accepted for API symmetry; v1 returns month buckets)
3581
- * @returns CashFlowTrendsResponseDto Cash-flow trends retrieved successfully
3946
+ * @returns CashFlowResponseDto Cash flow retrieved successfully
3582
3947
  * @throws ApiError
3583
3948
  */
3584
- public static reportingControllerGetCashFlowTrends(
3585
- data: ReportingControllerGetCashFlowTrendsData
3586
- ): CancelablePromise<ReportingControllerGetCashFlowTrendsResponse> {
3949
+ public static dashboardControllerGetCashFlow(
3950
+ data: DashboardControllerGetCashFlowData
3951
+ ): CancelablePromise<DashboardControllerGetCashFlowResponse> {
3587
3952
  return __request(OpenAPI, {
3588
3953
  method: 'GET',
3589
- url: '/api/v1/{region}/reporting/cash-flow/trends',
3954
+ url: '/api/v1/{region}/dashboard/cash-flow',
3590
3955
  path: {
3591
3956
  region: data.region
3592
3957
  },
3593
3958
  query: {
3594
- period: data.period,
3595
- granularity: data.granularity
3959
+ period: data.period
3596
3960
  },
3597
3961
  errors: {
3962
+ 400: 'Invalid period format',
3598
3963
  401: 'User not authenticated'
3599
3964
  }
3600
3965
  });
3601
3966
  }
3602
3967
 
3603
3968
  /**
3604
- * Generate portfolio snapshot
3605
- *
3606
- * Manually generate a portfolio snapshot for a specific date.
3607
- *
3608
- * **Multi-currency Support:**
3609
- * - Fetches balances grouped by currency
3610
- * - Uses user's baseCurrency setting for conversion
3611
- * - Stores exchange rates and warnings
3612
- *
3613
- * **Use Cases:**
3614
- * - Testing snapshot generation
3615
- * - Force regeneration after data correction
3616
- * - Initial setup for new users
3617
- *
3969
+ * Get expenses/income grouped by functional category
3970
+ * Returns amounts pre-aggregated by functional category (account-path Group segment) with server-side multi-currency conversion. flow=expense (default) aggregates ^Expenses: accounts; flow=income aggregates ^Income: accounts (issue #518)
3618
3971
  * @param data The data for the request.
3619
3972
  * @param data.region Region code for tenant context
3620
- * @param data.requestBody Optional date (defaults to today)
3621
- * @returns GenerateSnapshotResponse Snapshot generated successfully
3973
+ * @param data.groupBy Grouping strategy
3974
+ * @param data.period Time window (1m = current calendar month)
3975
+ * @param data.flow Account root to aggregate (expense → ^Expenses:, income → ^Income:)
3976
+ * @returns ExpensesByCategoryResponseDto Expenses retrieved successfully
3622
3977
  * @throws ApiError
3623
3978
  */
3624
- public static reportingControllerGenerateSnapshot(
3625
- data: ReportingControllerGenerateSnapshotData
3626
- ): CancelablePromise<ReportingControllerGenerateSnapshotResponse> {
3979
+ public static dashboardControllerGetExpenses(
3980
+ data: DashboardControllerGetExpensesData
3981
+ ): CancelablePromise<DashboardControllerGetExpensesResponse> {
3627
3982
  return __request(OpenAPI, {
3628
- method: 'POST',
3629
- url: '/api/v1/{region}/reporting/snapshots/generate',
3983
+ method: 'GET',
3984
+ url: '/api/v1/{region}/dashboard/expenses',
3630
3985
  path: {
3631
3986
  region: data.region
3632
3987
  },
3633
- body: data.requestBody,
3634
- mediaType: 'application/json',
3988
+ query: {
3989
+ groupBy: data.groupBy,
3990
+ period: data.period,
3991
+ flow: data.flow
3992
+ },
3635
3993
  errors: {
3636
- 400: 'Invalid date format',
3994
+ 400: 'Invalid groupBy or period',
3637
3995
  401: 'User not authenticated'
3638
3996
  }
3639
3997
  });
3640
3998
  }
3999
+ }
3641
4000
 
4001
+ export class InvestmentService {
3642
4002
  /**
3643
- * Backfill portfolio snapshots
3644
- *
3645
- * Generate snapshots for a date range (historical data backfill).
3646
- *
3647
- * **Multi-currency Support:**
3648
- * - Each snapshot includes multi-currency data
3649
- * - Uses exchange rates available at generation time
3650
- * - Warnings stored for missing exchange rates
3651
- *
3652
- * **Best Practices:**
3653
- * - Use for initial setup after account configuration
3654
- * - Run during low-traffic periods for large date ranges
3655
- * - Existing snapshots are skipped (not regenerated)
3656
- *
4003
+ * Get per-holding unrealized + realized P&L
4004
+ * Average-cost unrealized P&L per account × commodity, plus cumulative realized P&L on sold lots (method = FIFO | average, default average).
3657
4005
  * @param data The data for the request.
3658
4006
  * @param data.region Region code for tenant context
3659
- * @param data.requestBody
3660
- * @returns BackfillSnapshotsResponse Backfill completed successfully
4007
+ * @param data.asOf As-of date (ISO 8601), defaults to today
4008
+ * @param data.accountId Scope to a single account
4009
+ * @param data.method Realized-P&L lot-matching method (default average). Does not affect the average-cost unrealized basis.
4010
+ * @returns HoldingPnlResponseDto Holding P&L retrieved successfully
3661
4011
  * @throws ApiError
3662
4012
  */
3663
- public static reportingControllerBackfillSnapshots(
3664
- data: ReportingControllerBackfillSnapshotsData
3665
- ): CancelablePromise<ReportingControllerBackfillSnapshotsResponse> {
4013
+ public static holdingPnlControllerGetHoldingPnl(
4014
+ data: HoldingPnlControllerGetHoldingPnlData
4015
+ ): CancelablePromise<HoldingPnlControllerGetHoldingPnlResponse> {
3666
4016
  return __request(OpenAPI, {
3667
- method: 'POST',
3668
- url: '/api/v1/{region}/reporting/snapshots/backfill',
4017
+ method: 'GET',
4018
+ url: '/api/v1/{region}/investment/holdings/pnl',
3669
4019
  path: {
3670
4020
  region: data.region
3671
4021
  },
3672
- body: data.requestBody,
3673
- mediaType: 'application/json',
4022
+ query: {
4023
+ asOf: data.asOf,
4024
+ accountId: data.accountId,
4025
+ method: data.method
4026
+ },
3674
4027
  errors: {
3675
- 400: 'Invalid date format or range',
3676
- 401: 'User not authenticated',
3677
- 409: 'Backfill already in progress for this user'
4028
+ 400: 'Invalid asOf format/value/future date, invalid accountId format, or unsupported method',
4029
+ 401: 'User not authenticated'
3678
4030
  }
3679
4031
  });
3680
4032
  }
@@ -3703,7 +4055,7 @@ export class AuthService {
3703
4055
  * Anonymous login with access token
3704
4056
  * @param data The data for the request.
3705
4057
  * @param data.requestBody
3706
- * @returns unknown Login successful
4058
+ * @returns AnonymousLoginResponseDto Login successful
3707
4059
  * @throws ApiError
3708
4060
  */
3709
4061
  public static authControllerAccessTokenLogin(
@@ -3721,15 +4073,52 @@ export class AuthService {
3721
4073
  }
3722
4074
  }
3723
4075
 
3724
- export class DefaultService {
4076
+ export class CommunityService {
4077
+ /**
4078
+ * Relay a sanitized parser-contribution payload
4079
+ * A server-side bot re-sanitizes the payload and opens an issue on the target repository; the issue URL is returned. The payload is never persisted or logged (forward-and-drop).
4080
+ * @param data The data for the request.
4081
+ * @param data.region Region code for tenant context (routing only; the institution region rides in the payload meta)
4082
+ * @param data.requestBody
4083
+ * @returns ParserContributionRelayResponseDto Issue created by the bot
4084
+ * @throws ApiError
4085
+ */
4086
+ public static parserContributionControllerCreate(
4087
+ data: ParserContributionControllerCreateData
4088
+ ): CancelablePromise<ParserContributionControllerCreateResponse> {
4089
+ return __request(OpenAPI, {
4090
+ method: 'POST',
4091
+ url: '/api/v1/{region}/community/parser-contributions',
4092
+ path: {
4093
+ region: data.region
4094
+ },
4095
+ body: data.requestBody,
4096
+ mediaType: 'application/json',
4097
+ errors: {
4098
+ 401: 'Unauthorized',
4099
+ 422: 'Validation failed (institution slug, empty samples, row/cell size limits)',
4100
+ 429: 'Rate limited (5 submissions per user per hour)',
4101
+ 501: 'Relay not configured on this deployment — clients fall back to the clipboard flow',
4102
+ 502: 'GitHub bot failure (upstream), safe to retry'
4103
+ }
4104
+ });
4105
+ }
4106
+ }
4107
+
4108
+ export class AdminCacheService {
3725
4109
  /**
3726
- * @returns unknown
4110
+ * Flush entire cache (L1 + L2)
4111
+ * Clears ALL cache entries across ALL namespaces and users. Use only for emergency cache corruption recovery, maintenance-window refresh, or development resets.
4112
+ * @returns unknown Cache flushed successfully
3727
4113
  * @throws ApiError
3728
4114
  */
3729
4115
  public static cacheControllerFlushCache(): CancelablePromise<CacheControllerFlushCacheResponse> {
3730
4116
  return __request(OpenAPI, {
3731
4117
  method: 'POST',
3732
- url: '/api/v1/cache/flush'
4118
+ url: '/api/v1/cache/flush',
4119
+ errors: {
4120
+ 403: 'Admin access required'
4121
+ }
3733
4122
  });
3734
4123
  }
3735
4124
  }
@@ -3890,3 +4279,53 @@ export class InfoService {
3890
4279
  });
3891
4280
  }
3892
4281
  }
4282
+
4283
+ export class MarketDataService {
4284
+ /**
4285
+ * Search market symbols by name or code
4286
+ * Ranked search over the openbb catalog. Empty `q` returns [].
4287
+ * @param data The data for the request.
4288
+ * @param data.q Search term — matched against symbol and instrument name. Empty string returns [].
4289
+ * @param data.limit Maximum number of results (clamped 1..50)
4290
+ * @param data.exchange Filter by exchange code (e.g. US, HK, SS, SZ)
4291
+ * @param data.assetType Filter by OpenBB asset_type (e.g. stock, etf)
4292
+ * @returns SymbolSearchResultDto Ranked search results
4293
+ * @throws ApiError
4294
+ */
4295
+ public static symbolControllerSearch(
4296
+ data: SymbolControllerSearchData
4297
+ ): CancelablePromise<SymbolControllerSearchResponse> {
4298
+ return __request(OpenAPI, {
4299
+ method: 'GET',
4300
+ url: '/api/v1/market/symbols/search',
4301
+ query: {
4302
+ q: data.q,
4303
+ limit: data.limit,
4304
+ exchange: data.exchange,
4305
+ assetType: data.assetType
4306
+ }
4307
+ });
4308
+ }
4309
+
4310
+ /**
4311
+ * Get a market symbol quote
4312
+ * @param data The data for the request.
4313
+ * @param data.symbol
4314
+ * @returns SymbolQuoteDto Symbol quote
4315
+ * @throws ApiError
4316
+ */
4317
+ public static symbolControllerGetQuote(
4318
+ data: SymbolControllerGetQuoteData
4319
+ ): CancelablePromise<SymbolControllerGetQuoteResponse> {
4320
+ return __request(OpenAPI, {
4321
+ method: 'GET',
4322
+ url: '/api/v1/market/symbols/{symbol}/quote',
4323
+ path: {
4324
+ symbol: data.symbol
4325
+ },
4326
+ errors: {
4327
+ 404: 'Symbol not found in the openbb catalog'
4328
+ }
4329
+ });
4330
+ }
4331
+ }