@firela/api-types 0.0.0-canary.3d558482 → 0.0.0-canary.3e45eeb0

package/src/generated/schemas.gen.ts

@@ -88,6 +88,49 @@ export const $AccountResponseDto = {
       enum: ['Assets', 'Liabilities', 'Income', 'Expenses', 'Equity'],
       example: 'Assets'
     },
+    assetSubClass: {
+      type: 'string',
+      description:
+        'Account-level asset sub-class (product type, e.g. STOCK/DEPOSIT/CREDIT_CARD/PERSONAL_LOAN). Computed from the account path via the asset-classifier (ADR-0077). Null for non-asset accounts (Income/Expenses/Equity) or unmatched paths.',
+      enum: [
+        'DEPOSIT',
+        'CASH',
+        'MONEY_MARKET_FUND',
+        'STOCK',
+        'ETF',
+        'MUTUAL_FUND',
+        'EQUITY_COMPENSATION',
+        'GOVERNMENT_BOND',
+        'CORPORATE_BOND',
+        'BOND_FUND',
+        'PRIMARY_RESIDENCE',
+        'INVESTMENT_PROPERTY',
+        'REIT',
+        'GOLD',
+        'SILVER',
+        'PRECIOUS_METAL',
+        'PRECIOUS_METAL_FUND',
+        'COMMODITY',
+        'COMMODITY_FUND',
+        'CRYPTOCURRENCY',
+        'RETIREMENT_ACCOUNT',
+        'HEALTH_ACCOUNT',
+        'EDUCATION_ACCOUNT',
+        'INSURANCE',
+        'PRIVATE_EQUITY',
+        'HEDGE_FUND',
+        'COLLECTIBLES',
+        'MORTGAGE',
+        'STUDENT_LOAN',
+        'CREDIT_CARD',
+        'PERSONAL_LOAN',
+        'ACCOUNTS_PAYABLE',
+        'TAX_PAYABLE',
+        'OTHER'
+      ],
+      nullable: true,
+      example: 'STOCK'
+    },
     status: {
       type: 'string',
       description: 'Account status',
@@ -354,9 +397,47 @@ export const $AccountStandardResponseDto = {
       type: 'string',
       description: 'Icon identifier for UI display',
       example: 'bank-icbc'
+    },
+    productCategory: {
+      type: 'string',
+      description:
+        'Onboarding product category (coarse grouping derived from assetSubClass)',
+      enum: [
+        'cash',
+        'investment',
+        'credit_card',
+        'loan',
+        'payable_tax',
+        'other'
+      ],
+      example: 'investment'
+    },
+    assetClass: {
+      type: 'string',
+      description:
+        'Asset class (LIQUIDITY/EQUITY/.../LIABILITY), derived at read time from classification rules',
+      enum: [
+        'LIQUIDITY',
+        'EQUITY',
+        'FIXED_INCOME',
+        'PRECIOUS_METALS',
+        'COMMODITY',
+        'INSURANCE',
+        'ALTERNATIVE_INVESTMENT',
+        'PERSONAL_ASSETS',
+        'LIABILITY',
+        'REAL_ESTATE',
+        'INDEX'
+      ]
+    },
+    assetSubClass: {
+      type: 'string',
+      description:
+        'Asset sub-class (product type, derived at read time from classification rules)',
+      example: 'STOCK'
     }
   },
-  required: ['path', 'type', 'description', 'tags', 'icon']
+  required: ['path', 'type', 'description', 'tags', 'icon', 'productCategory']
 } as const;
 
 export const $AccountStandardListResponseDto = {
@@ -3751,517 +3832,498 @@ export const $ForecastResponseDto = {
   ]
 } as const;
 
-export const $CreateTransactionRuleDto = {
+export const $CurrencyBalanceDto = {
   type: 'object',
   properties: {
-    name: {
+    currency: {
       type: 'string',
-      minLength: 1,
-      maxLength: 100
+      description: 'ISO 4217 currency code',
+      example: 'CNY'
     },
-    description: {
+    balance: {
       type: 'string',
-      maxLength: 500
-    },
-    narrationKeywords: {
-      items: {
-        type: 'array'
-      },
-      maxItems: 50,
-      type: 'array'
-    },
-    payeeKeywords: {
-      items: {
-        type: 'array'
-      },
-      maxItems: 50,
-      type: 'array'
-    },
-    categoryKeywords: {
-      items: {
-        type: 'array'
-      },
-      maxItems: 50,
-      type: 'array'
-    },
-    methodKeywords: {
-      items: {
-        type: 'array'
-      },
-      maxItems: 50,
-      description: 'Payment method keywords (e.g., HuaBei, YuEBao)',
-      type: 'array'
-    },
-    categoryAccount: {
+      description: 'Balance amount',
+      example: '500000.00'
+    }
+  },
+  required: ['currency', 'balance']
+} as const;
+
+export const $TimeSeriesPointDto = {
+  type: 'object',
+  properties: {
+    date: {
       type: 'string',
-      maxLength: 200,
-      description:
-        'Destination account for expenses/income (e.g., Expenses:Food:Coffee)'
+      description: 'Date in YYYY-MM-DD format',
+      example: '2024-06-15'
     },
-    matchLogic: {
+    value: {
       type: 'string',
-      enum: ['OR', 'AND'],
-      default: 'OR'
+      description: 'Value at this date (in base currency)',
+      example: '500000.00'
     },
-    amountMin: {
-      type: 'number',
-      minimum: 0,
-      description: 'Minimum transaction amount (inclusive)'
+    change: {
+      type: 'object',
+      description: 'Change from previous point',
+      example: '5000.00'
     },
-    amountMax: {
-      type: 'number',
-      minimum: 0,
-      description: 'Maximum transaction amount (inclusive)'
+    assets: {
+      type: 'string',
+      description: 'Total assets at this date (in base currency)',
+      example: '494338.00'
     },
-    priority: {
-      type: 'number',
-      default: 50,
-      minimum: 0,
-      maximum: 1000
+    liabilities: {
+      type: 'string',
+      description: 'Total liabilities at this date (in base currency)',
+      example: '310098.00'
     },
-    additionalTags: {
+    byCurrency: {
+      description: 'Multi-currency breakdown for this point',
+      type: 'array',
       items: {
-        type: 'array'
-      },
-      maxItems: 20,
-      type: 'array'
-    },
-    additionalMetadata: {
-      type: 'object'
-    },
-    upsertByPayee: {
-      type: 'boolean',
-      description:
-        'If true, update existing rule with matching payeeKeywords[0] instead of creating new rule'
+        $ref: '#/components/schemas/CurrencyBalanceDto'
+      }
     }
   },
-  required: ['name', 'matchLogic', 'priority']
+  required: ['date', 'value']
 } as const;
 
-export const $AmountRangeDto = {
+export const $TrendSummaryDto = {
   type: 'object',
   properties: {
-    min: {
-      type: 'number',
-      description: 'Minimum amount'
+    startValue: {
+      type: 'string',
+      description: 'Value at start of period',
+      example: '450000.00'
     },
-    max: {
-      type: 'number',
-      description: 'Maximum amount'
+    endValue: {
+      type: 'string',
+      description: 'Value at end of period',
+      example: '500000.00'
+    },
+    totalChange: {
+      type: 'string',
+      description: 'Total change over period',
+      example: '50000.00'
+    },
+    totalChangePercentage: {
+      type: 'string',
+      description: 'Total change percentage',
+      example: '+11.11%'
     }
-  }
+  },
+  required: ['startValue', 'endValue', 'totalChange', 'totalChangePercentage']
 } as const;
 
-export const $TransactionRuleResponseDto = {
+export const $MultiCurrencyPointDto = {
   type: 'object',
   properties: {
-    id: {
-      type: 'string',
-      description: 'Rule ID'
-    },
-    name: {
-      type: 'string',
-      description: 'Rule name'
-    },
-    description: {
+    date: {
       type: 'string',
-      description: 'Rule description'
+      description: 'Date in YYYY-MM-DD format',
+      example: '2024-06-15'
     },
-    narrationKeywords: {
-      description: 'Keywords to match in transaction narration',
+    byCurrency: {
+      description: 'Balances by currency',
       type: 'array',
       items: {
-        type: 'string'
+        $ref: '#/components/schemas/CurrencyBalanceDto'
       }
-    },
-    payeeKeywords: {
-      description: 'Keywords to match in payee name',
+    }
+  },
+  required: ['date', 'byCurrency']
+} as const;
+
+export const $PortfolioTrendsResponseDto = {
+  type: 'object',
+  properties: {
+    series: {
+      description: 'Time series data points',
       type: 'array',
       items: {
-        type: 'string'
+        $ref: '#/components/schemas/TimeSeriesPointDto'
       }
     },
-    categoryKeywords: {
-      description: 'Keywords to match in category',
+    summary: {
+      description: 'Period summary',
+      allOf: [
+        {
+          $ref: '#/components/schemas/TrendSummaryDto'
+        }
+      ]
+    },
+    period: {
+      type: 'string',
+      description: 'Period requested',
+      example: '6m'
+    },
+    granularity: {
+      type: 'string',
+      description: 'Data granularity',
+      example: 'month'
+    },
+    currency: {
+      type: 'string',
+      description: 'Base currency for converted values',
+      example: 'CNY'
+    },
+    byCurrency: {
+      description:
+        'Multi-currency time series (each point has currency breakdown)',
       type: 'array',
       items: {
-        type: 'string'
+        $ref: '#/components/schemas/MultiCurrencyPointDto'
       }
     },
-    methodKeywords: {
-      description: 'Keywords to match in payment method',
+    warnings: {
+      description: 'Exchange rate warnings',
       type: 'array',
       items: {
-        type: 'string'
+        $ref: '#/components/schemas/ExchangeRateWarningDto'
       }
-    },
-    categoryAccount: {
-      type: 'string',
-      description: 'Destination account for categorization'
-    },
-    matchLogic: {
-      type: 'string',
-      description: 'Keyword matching logic',
-      enum: ['OR', 'AND'],
-      example: 'OR'
-    },
-    amountRange: {
-      description: 'Amount range for matching',
-      allOf: [
-        {
-          $ref: '#/components/schemas/AmountRangeDto'
-        }
-      ]
-    },
-    priority: {
-      type: 'number',
-      description: 'Rule priority (0-1000, higher = first match)',
-      example: 50
-    },
-    enabled: {
-      type: 'boolean',
-      description: 'Whether the rule is enabled'
-    },
-    learningSource: {
+    }
+  },
+  required: ['series', 'summary', 'period', 'granularity', 'currency']
+} as const;
+
+export const $CashFlowPointDto = {
+  type: 'object',
+  properties: {
+    month: {
       type: 'string',
-      description: 'Learning source: NLP, REVIEW_CENTER, or null for manual',
-      enum: ['NLP', 'REVIEW_CENTER'],
-      nullable: true,
-      example: 'REVIEW_CENTER'
-    },
-    autoApplyEnabled: {
-      type: 'boolean',
-      description: 'Whether auto-apply is enabled for this rule'
-    },
-    confirmationCount: {
-      type: 'number',
-      description: 'Number of confirmations for NLP-learned rules',
-      example: 3
-    },
-    additionalTags: {
-      description: 'Additional tags',
-      type: 'array',
-      items: {
-        type: 'string'
-      }
+      description: 'Month key (YYYY-MM)',
+      example: '2024-03'
     },
-    additionalMetadata: {
-      type: 'object',
-      description: 'Additional metadata',
-      additionalProperties: {
-        type: 'string'
-      }
+    income: {
+      type: 'string',
+      description: 'Income in base currency (absolute, converted)',
+      example: '10000.00'
     },
-    createdAt: {
-      format: 'date-time',
+    expense: {
       type: 'string',
-      description: 'Created timestamp'
+      description: 'Expense in base currency (absolute, converted)',
+      example: '5000.00'
     },
-    updatedAt: {
-      format: 'date-time',
+    netSavings: {
       type: 'string',
-      description: 'Updated timestamp'
+      description: 'netSavings = income − expense (savings positive)',
+      example: '5000.00'
     }
   },
-  required: [
-    'id',
-    'name',
-    'narrationKeywords',
-    'payeeKeywords',
-    'categoryKeywords',
-    'methodKeywords',
-    'matchLogic',
-    'priority',
-    'enabled',
-    'autoApplyEnabled',
-    'confirmationCount',
-    'additionalTags',
-    'createdAt',
-    'updatedAt'
-  ]
+  required: ['month', 'income', 'expense', 'netSavings']
 } as const;
 
-export const $TransactionRuleListResponseDto = {
+export const $CashFlowTrendSummaryDto = {
   type: 'object',
   properties: {
-    data: {
-      type: 'array',
-      items: {
-        $ref: '#/components/schemas/TransactionRuleResponseDto'
-      }
+    totalIncome: {
+      type: 'string',
+      description: 'Total income across the period',
+      example: '60000.00'
     },
-    total: {
-      type: 'number',
-      description: 'Total count of rules'
+    totalExpense: {
+      type: 'string',
+      description: 'Total expense across the period',
+      example: '30000.00'
     },
-    limit: {
-      type: 'number',
-      description: 'Results per page'
+    totalNetSavings: {
+      type: 'string',
+      description: 'income − expense across the period',
+      example: '30000.00'
     },
-    offset: {
-      type: 'number',
-      description: 'Pagination offset'
+    averageMonthlyNetSavings: {
+      type: 'string',
+      description:
+        'totalNetSavings divided by the window length (N months, incl. zero-filled)',
+      example: '5000.00'
     }
   },
-  required: ['data', 'total', 'limit', 'offset']
+  required: [
+    'totalIncome',
+    'totalExpense',
+    'totalNetSavings',
+    'averageMonthlyNetSavings'
+  ]
 } as const;
 
-export const $ValidateRuleDto = {
+export const $CashFlowTrendsResponseDto = {
   type: 'object',
   properties: {
-    name: {
-      type: 'string',
-      minLength: 1,
-      maxLength: 100
-    },
-    description: {
-      type: 'string',
-      maxLength: 500
-    },
-    narrationKeywords: {
-      items: {
-        type: 'array'
-      },
-      maxItems: 50,
-      type: 'array'
-    },
-    payeeKeywords: {
-      items: {
-        type: 'array'
-      },
-      maxItems: 50,
-      type: 'array'
-    },
-    categoryKeywords: {
+    series: {
+      description:
+        'Monthly cash-flow series (fixed N-month window, zero-filled)',
+      type: 'array',
       items: {
-        type: 'array'
-      },
-      maxItems: 50,
-      type: 'array'
+        $ref: '#/components/schemas/CashFlowPointDto'
+      }
     },
-    methodKeywords: {
-      items: {
-        type: 'array'
-      },
-      maxItems: 50,
-      description: 'Payment method keywords (e.g., HuaBei, YuEBao)',
-      type: 'array'
+    summary: {
+      description: 'Period totals',
+      allOf: [
+        {
+          $ref: '#/components/schemas/CashFlowTrendSummaryDto'
+        }
+      ]
     },
-    categoryAccount: {
+    period: {
       type: 'string',
-      maxLength: 200,
-      description:
-        'Destination account for expenses/income (e.g., Expenses:Food:Coffee)'
+      description: 'Period requested',
+      example: '6m'
     },
-    matchLogic: {
+    granularity: {
       type: 'string',
-      enum: ['OR', 'AND'],
-      default: 'OR'
-    },
-    amountMin: {
-      type: 'number',
-      minimum: 0,
-      description: 'Minimum transaction amount (inclusive)'
-    },
-    amountMax: {
-      type: 'number',
-      minimum: 0,
-      description: 'Maximum transaction amount (inclusive)'
+      description: 'Data granularity (v1 returns month buckets)',
+      example: 'month'
     },
-    priority: {
-      type: 'number',
-      default: 50,
-      minimum: 0,
-      maximum: 1000
+    currency: {
+      type: 'string',
+      description: 'Base currency for converted values',
+      example: 'CNY'
     },
-    additionalTags: {
+    warnings: {
+      description: 'Exchange rate warnings (e.g. missing rate for a currency)',
+      type: 'array',
       items: {
-        type: 'array'
-      },
-      maxItems: 20,
-      type: 'array'
-    },
-    additionalMetadata: {
-      type: 'object'
-    },
-    upsertByPayee: {
-      type: 'boolean',
-      description:
-        'If true, update existing rule with matching payeeKeywords[0] instead of creating new rule'
+        $ref: '#/components/schemas/ExchangeRateWarningDto'
+      }
     }
   },
-  required: ['name', 'matchLogic', 'priority']
+  required: ['series', 'summary', 'period', 'granularity', 'currency']
 } as const;
 
-export const $ValidateRuleResponseDto = {
+export const $GenerateSnapshotBody = {
   type: 'object',
-  properties: {
-    valid: {
-      type: 'boolean',
-      description: 'Whether the rule configuration is valid',
-      example: true
-    },
-    errors: {
-      description: 'List of validation errors (empty if valid)',
-      example: [],
-      items: {
-        type: 'array'
-      },
-      type: 'array'
-    },
-    warnings: {
-      description: 'List of validation warnings (non-blocking issues)',
-      example: [
-        'No account constraints specified - rule will match any account'
-      ],
-      items: {
-        type: 'array'
-      },
-      type: 'array'
+  properties: {}
+} as const;
+
+export const $GenerateSnapshotResponse = {
+  type: 'object',
+  properties: {}
+} as const;
+
+export const $BackfillSnapshotsBody = {
+  type: 'object',
+  properties: {}
+} as const;
+
+export const $BackfillSnapshotsResponse = {
+  type: 'object',
+  properties: {}
+} as const;
+
+export const $DeleteOwnUserDto = {
+  type: 'object',
+  properties: {
+    accessToken: {
+      type: 'string',
+      description: 'Access token for user verification',
+      example: 'abc123xyz'
     }
   },
-  required: ['valid', 'errors', 'warnings']
+  required: ['accessToken']
 } as const;
 
-export const $BulkCreateRulesDto = {
+export const $UserSettingsResponseDto = {
   type: 'object',
   properties: {
-    rules: {
-      items: {
-        type: 'array'
-      },
-      description: 'Array of rules to import',
-      type: 'array'
-    },
-    conflictStrategy: {
+    baseCurrency: {
       type: 'string',
-      enum: ['replace', 'skip'],
-      default: 'skip',
       description:
-        'Conflict handling strategy: skip (default) ignores duplicates, replace soft-deletes existing rule'
+        'Base currency (ISO 4217) for net-worth/report aggregation. Independent of region (ADR-0006).',
+      example: 'USD',
+      nullable: true
     }
   },
-  required: ['rules', 'conflictStrategy']
+  required: ['baseCurrency']
 } as const;
 
-export const $BulkCreateRulesResponseDto = {
+export const $UserResponseDto = {
   type: 'object',
   properties: {
-    successCount: {
-      type: 'number',
-      description: 'Number of successfully created rules'
-    },
-    failureCount: {
-      type: 'number',
-      description: 'Number of failed rules'
+    id: {
+      type: 'string',
+      description: 'User ID'
     },
-    errors: {
-      type: 'array',
-      description: 'Error details for failed rules',
-      items: {
-        type: 'object',
-        properties: {
-          index: {
-            type: 'number'
-          },
-          message: {
-            type: 'string'
-          }
-        }
-      }
+    role: {
+      type: 'string',
+      description: 'Assigned user role'
     },
-    createdRuleIds: {
-      description: 'IDs of successfully created rules',
+    permissions: {
+      description: 'Permission strings',
       type: 'array',
       items: {
         type: 'string'
       }
+    },
+    settings: {
+      description: 'User settings',
+      allOf: [
+        {
+          $ref: '#/components/schemas/UserSettingsResponseDto'
+        }
+      ]
     }
   },
-  required: ['successCount', 'failureCount', 'errors', 'createdRuleIds']
+  required: ['id', 'role', 'permissions', 'settings']
 } as const;
 
-export const $ExportRulesResponseDto = {
+export const $SignupDto = {
   type: 'object',
   properties: {
-    exportedAt: {
+    turnstileToken: {
       type: 'string',
-      description: 'Export timestamp'
-    },
-    userId: {
+      description:
+        'Cloudflare Turnstile verification token (optional when Turnstile disabled)',
+      example: '0.abc123def456...'
+    }
+  }
+} as const;
+
+export const $SignupResponseDto = {
+  type: 'object',
+  properties: {
+    authToken: {
       type: 'string',
-      description: 'User ID'
+      description: 'JWT auth token',
+      example: 'eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...'
     },
-    ruleCount: {
-      type: 'number',
-      description: 'Number of exported rules'
+    accessToken: {
+      type: 'string',
+      description: 'Auto-generated access token'
     },
-    rules: {
-      type: 'array',
-      description: 'Exported rules'
+    role: {
+      type: 'string',
+      description: 'Assigned user role',
+      enum: ['USER', 'ADMIN', 'DEMO', 'INACTIVE', 'PAID', 'OPS']
     }
   },
-  required: ['exportedAt', 'userId', 'ruleCount', 'rules']
+  required: ['authToken', 'accessToken', 'role']
 } as const;
 
-export const $RuleStatisticsResponseDto = {
+export const $UpdateUserSettingDto = {
   type: 'object',
   properties: {
-    period: {
-      type: 'string',
-      description: 'Statistics time period',
-      enum: ['7d', '30d', '90d']
-    },
-    totalRules: {
+    secId: {
       type: 'number',
-      description: 'Total number of rules'
+      description: 'Security ID'
     },
-    rulesWithMatches: {
+    annualInterestRate: {
       type: 'number',
-      description: 'Number of rules with at least one match'
+      description: 'Annual interest rate',
+      example: 0.05
     },
-    totalMatches: {
-      type: 'number',
-      description: 'Total number of matches across all rules'
+    currency: {
+      type: 'string',
+      description: 'Currency code',
+      example: 'USD'
     },
-    averageConfidence: {
+    baseCurrency: {
+      type: 'string',
+      description: 'Base currency code',
+      example: 'USD'
+    },
+    benchmark: {
+      type: 'string',
+      description: 'Benchmark symbol',
+      example: 'SPY'
+    },
+    colorScheme: {
+      type: 'string',
+      description: 'Color scheme',
+      enum: ['DARK', 'LIGHT']
+    },
+    dateRange: {
+      type: 'string',
+      description: 'Date range filter',
+      example: '1y'
+    },
+    emergencyFund: {
       type: 'number',
-      description: 'Average confidence score across all matches',
-      example: 0.82
+      description: 'Emergency fund amount',
+      example: 10000
     },
-    ruleStats: {
+    'filters.accounts': {
+      description: 'Account filter IDs',
       type: 'array',
-      description: 'Per-rule statistics',
       items: {
-        type: 'object',
-        properties: {
-          ruleId: {
-            type: 'string'
-          },
-          ruleName: {
-            type: 'string'
-          },
-          matchCount: {
-            type: 'number'
-          },
-          averageConfidence: {
-            type: 'number'
-          }
-        }
+        type: 'string'
+      }
+    },
+    'filters.assetClasses': {
+      description: 'Asset class filters',
+      type: 'array',
+      items: {
+        type: 'string'
+      }
+    },
+    'filters.dataSource': {
+      type: 'string',
+      description: 'Data source filter'
+    },
+    'filters.symbol': {
+      type: 'string',
+      description: 'Symbol filter'
+    },
+    'filters.tags': {
+      description: 'Tag filters',
+      type: 'array',
+      items: {
+        type: 'string'
       }
+    },
+    isExperimentalFeatures: {
+      type: 'boolean',
+      description: 'Enable experimental features'
+    },
+    isRestrictedView: {
+      type: 'boolean',
+      description: 'Enable restricted view mode'
+    },
+    language: {
+      type: 'string',
+      description: 'Language code',
+      example: 'en'
+    },
+    locale: {
+      type: 'string',
+      description: 'Locale code',
+      example: 'en-US'
+    },
+    projectedTotalAmount: {
+      type: 'number',
+      description: 'Projected total amount',
+      example: 1000000
+    },
+    retirementDate: {
+      type: 'string',
+      description: 'Retirement date in ISO 8601 format',
+      example: '2050-01-01'
+    },
+    savingsRate: {
+      type: 'number',
+      description: 'Savings rate percentage',
+      example: 0.2
+    },
+    viewMode: {
+      type: 'string',
+      description: 'View mode',
+      enum: ['DEFAULT', 'ZEN']
+    }
+  }
+} as const;
+
+export const $UpdatePropertyDto = {
+  type: 'object',
+  properties: {
+    value: {
+      type: 'string',
+      description: 'Property value'
     }
   },
-  required: [
-    'period',
-    'totalRules',
-    'rulesWithMatches',
-    'totalMatches',
-    'averageConfidence',
-    'ruleStats'
-  ]
+  required: ['value']
 } as const;
 
-export const $UpdateTransactionRuleDto = {
+export const $CreateTransactionRuleDto = {
   type: 'object',
   properties: {
     name: {
@@ -4310,7 +4372,8 @@ export const $UpdateTransactionRuleDto = {
     },
     matchLogic: {
       type: 'string',
-      enum: ['OR', 'AND']
+      enum: ['OR', 'AND'],
+      default: 'OR'
     },
     amountMin: {
       type: 'number',
@@ -4324,12 +4387,9 @@ export const $UpdateTransactionRuleDto = {
     },
     priority: {
       type: 'number',
-      minimum: 0,
-      maximum: 1000
-    },
-    enabled: {
-      type: 'boolean',
-      description: 'Enable or disable the rule'
+      default: 50,
+      minimum: 0,
+      maximum: 1000
     },
     additionalTags: {
       items: {
@@ -4340,511 +4400,639 @@ export const $UpdateTransactionRuleDto = {
     },
     additionalMetadata: {
       type: 'object'
-    }
-  }
-} as const;
-
-export const $TestRuleDto = {
-  type: 'object',
-  properties: {
-    narration: {
-      type: 'string',
-      minLength: 1,
-      maxLength: 500
-    },
-    payee: {
-      type: 'string',
-      maxLength: 200
-    },
-    categoryAccount: {
-      type: 'string',
-      maxLength: 200
-    },
-    amount: {
-      type: 'number'
     },
-    currency: {
-      type: 'string',
-      maxLength: 10
+    upsertByPayee: {
+      type: 'boolean',
+      description:
+        'If true, update existing rule with matching payeeKeywords[0] instead of creating new rule'
     }
   },
-  required: ['narration']
+  required: ['name', 'matchLogic', 'priority']
 } as const;
 
-export const $TestRuleResponseDto = {
+export const $AmountRangeDto = {
   type: 'object',
   properties: {
-    ruleId: {
-      type: 'string',
-      description: 'Rule ID that was tested'
-    },
-    matches: {
-      type: 'boolean',
-      description: 'Whether the rule matched the test data'
-    },
-    confidence: {
+    min: {
       type: 'number',
-      description: 'Match confidence score (0-1)',
-      example: 0.85
+      description: 'Minimum amount'
     },
-    matchDetails: {
-      type: 'object',
-      description: 'Details of which fields matched',
-      example: {
-        narration: true,
-        payee: false,
-        categoryAccount: false
-      }
-    }
-  },
-  required: ['ruleId', 'matches', 'confidence', 'matchDetails']
-} as const;
-
-export const $DeleteOwnUserDto = {
-  type: 'object',
-  properties: {
-    accessToken: {
-      type: 'string',
-      description: 'Access token for user verification',
-      example: 'abc123xyz'
-    }
-  },
-  required: ['accessToken']
-} as const;
-
-export const $SignupDto = {
-  type: 'object',
-  properties: {
-    turnstileToken: {
-      type: 'string',
-      description:
-        'Cloudflare Turnstile verification token (optional when Turnstile disabled)',
-      example: '0.abc123def456...'
+    max: {
+      type: 'number',
+      description: 'Maximum amount'
     }
   }
 } as const;
 
-export const $SignupResponseDto = {
+export const $TransactionRuleResponseDto = {
   type: 'object',
   properties: {
-    authToken: {
+    id: {
       type: 'string',
-      description: 'JWT auth token',
-      example: 'eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...'
+      description: 'Rule ID'
     },
-    accessToken: {
+    name: {
       type: 'string',
-      description: 'Auto-generated access token'
+      description: 'Rule name'
     },
-    role: {
+    description: {
       type: 'string',
-      description: 'Assigned user role',
-      enum: ['USER', 'ADMIN', 'DEMO', 'INACTIVE', 'PAID', 'OPS']
-    }
-  },
-  required: ['authToken', 'accessToken', 'role']
-} as const;
-
-export const $UpdateUserSettingDto = {
-  type: 'object',
-  properties: {
-    secId: {
-      type: 'number',
-      description: 'Security ID'
+      description: 'Rule description'
     },
-    annualInterestRate: {
-      type: 'number',
-      description: 'Annual interest rate',
-      example: 0.05
+    narrationKeywords: {
+      description: 'Keywords to match in transaction narration',
+      type: 'array',
+      items: {
+        type: 'string'
+      }
     },
-    currency: {
-      type: 'string',
-      description: 'Currency code',
-      example: 'USD'
+    payeeKeywords: {
+      description: 'Keywords to match in payee name',
+      type: 'array',
+      items: {
+        type: 'string'
+      }
     },
-    baseCurrency: {
-      type: 'string',
-      description: 'Base currency code',
-      example: 'USD'
+    categoryKeywords: {
+      description: 'Keywords to match in category',
+      type: 'array',
+      items: {
+        type: 'string'
+      }
     },
-    benchmark: {
+    methodKeywords: {
+      description: 'Keywords to match in payment method',
+      type: 'array',
+      items: {
+        type: 'string'
+      }
+    },
+    categoryAccount: {
       type: 'string',
-      description: 'Benchmark symbol',
-      example: 'SPY'
+      description: 'Destination account for categorization'
     },
-    colorScheme: {
+    matchLogic: {
       type: 'string',
-      description: 'Color scheme',
-      enum: ['DARK', 'LIGHT']
+      description: 'Keyword matching logic',
+      enum: ['OR', 'AND'],
+      example: 'OR'
     },
-    dateRange: {
+    amountRange: {
+      description: 'Amount range for matching',
+      allOf: [
+        {
+          $ref: '#/components/schemas/AmountRangeDto'
+        }
+      ]
+    },
+    priority: {
+      type: 'number',
+      description: 'Rule priority (0-1000, higher = first match)',
+      example: 50
+    },
+    enabled: {
+      type: 'boolean',
+      description: 'Whether the rule is enabled'
+    },
+    learningSource: {
       type: 'string',
-      description: 'Date range filter',
-      example: '1y'
+      description: 'Learning source: NLP, REVIEW_CENTER, or null for manual',
+      enum: ['NLP', 'REVIEW_CENTER'],
+      nullable: true,
+      example: 'REVIEW_CENTER'
     },
-    emergencyFund: {
+    autoApplyEnabled: {
+      type: 'boolean',
+      description: 'Whether auto-apply is enabled for this rule'
+    },
+    confirmationCount: {
       type: 'number',
-      description: 'Emergency fund amount',
-      example: 10000
+      description: 'Number of confirmations for NLP-learned rules',
+      example: 3
     },
-    'filters.accounts': {
-      description: 'Account filter IDs',
+    additionalTags: {
+      description: 'Additional tags',
       type: 'array',
       items: {
         type: 'string'
       }
     },
-    'filters.assetClasses': {
-      description: 'Asset class filters',
+    additionalMetadata: {
+      type: 'object',
+      description: 'Additional metadata',
+      additionalProperties: {
+        type: 'string'
+      }
+    },
+    createdAt: {
+      format: 'date-time',
+      type: 'string',
+      description: 'Created timestamp'
+    },
+    updatedAt: {
+      format: 'date-time',
+      type: 'string',
+      description: 'Updated timestamp'
+    }
+  },
+  required: [
+    'id',
+    'name',
+    'narrationKeywords',
+    'payeeKeywords',
+    'categoryKeywords',
+    'methodKeywords',
+    'matchLogic',
+    'priority',
+    'enabled',
+    'autoApplyEnabled',
+    'confirmationCount',
+    'additionalTags',
+    'createdAt',
+    'updatedAt'
+  ]
+} as const;
+
+export const $TransactionRuleListResponseDto = {
+  type: 'object',
+  properties: {
+    data: {
       type: 'array',
       items: {
-        type: 'string'
+        $ref: '#/components/schemas/TransactionRuleResponseDto'
       }
     },
-    'filters.dataSource': {
+    total: {
+      type: 'number',
+      description: 'Total count of rules'
+    },
+    limit: {
+      type: 'number',
+      description: 'Results per page'
+    },
+    offset: {
+      type: 'number',
+      description: 'Pagination offset'
+    }
+  },
+  required: ['data', 'total', 'limit', 'offset']
+} as const;
+
+export const $ValidateRuleDto = {
+  type: 'object',
+  properties: {
+    name: {
       type: 'string',
-      description: 'Data source filter'
+      minLength: 1,
+      maxLength: 100
     },
-    'filters.symbol': {
+    description: {
       type: 'string',
-      description: 'Symbol filter'
+      maxLength: 500
     },
-    'filters.tags': {
-      description: 'Tag filters',
-      type: 'array',
+    narrationKeywords: {
       items: {
-        type: 'string'
-      }
+        type: 'array'
+      },
+      maxItems: 50,
+      type: 'array'
     },
-    isExperimentalFeatures: {
-      type: 'boolean',
-      description: 'Enable experimental features'
+    payeeKeywords: {
+      items: {
+        type: 'array'
+      },
+      maxItems: 50,
+      type: 'array'
     },
-    isRestrictedView: {
-      type: 'boolean',
-      description: 'Enable restricted view mode'
+    categoryKeywords: {
+      items: {
+        type: 'array'
+      },
+      maxItems: 50,
+      type: 'array'
     },
-    language: {
+    methodKeywords: {
+      items: {
+        type: 'array'
+      },
+      maxItems: 50,
+      description: 'Payment method keywords (e.g., HuaBei, YuEBao)',
+      type: 'array'
+    },
+    categoryAccount: {
       type: 'string',
-      description: 'Language code',
-      example: 'en'
+      maxLength: 200,
+      description:
+        'Destination account for expenses/income (e.g., Expenses:Food:Coffee)'
     },
-    locale: {
+    matchLogic: {
       type: 'string',
-      description: 'Locale code',
-      example: 'en-US'
+      enum: ['OR', 'AND'],
+      default: 'OR'
     },
-    projectedTotalAmount: {
+    amountMin: {
       type: 'number',
-      description: 'Projected total amount',
-      example: 1000000
+      minimum: 0,
+      description: 'Minimum transaction amount (inclusive)'
     },
-    retirementDate: {
-      type: 'string',
-      description: 'Retirement date in ISO 8601 format',
-      example: '2050-01-01'
+    amountMax: {
+      type: 'number',
+      minimum: 0,
+      description: 'Maximum transaction amount (inclusive)'
     },
-    savingsRate: {
+    priority: {
       type: 'number',
-      description: 'Savings rate percentage',
-      example: 0.2
+      default: 50,
+      minimum: 0,
+      maximum: 1000
     },
-    viewMode: {
-      type: 'string',
-      description: 'View mode',
-      enum: ['DEFAULT', 'ZEN']
+    additionalTags: {
+      items: {
+        type: 'array'
+      },
+      maxItems: 20,
+      type: 'array'
+    },
+    additionalMetadata: {
+      type: 'object'
+    },
+    upsertByPayee: {
+      type: 'boolean',
+      description:
+        'If true, update existing rule with matching payeeKeywords[0] instead of creating new rule'
     }
-  }
+  },
+  required: ['name', 'matchLogic', 'priority']
 } as const;
 
-export const $UpdatePropertyDto = {
+export const $ValidateRuleResponseDto = {
   type: 'object',
   properties: {
-    value: {
-      type: 'string',
-      description: 'Property value'
+    valid: {
+      type: 'boolean',
+      description: 'Whether the rule configuration is valid',
+      example: true
+    },
+    errors: {
+      description: 'List of validation errors (empty if valid)',
+      example: [],
+      items: {
+        type: 'array'
+      },
+      type: 'array'
+    },
+    warnings: {
+      description: 'List of validation warnings (non-blocking issues)',
+      example: [
+        'No account constraints specified - rule will match any account'
+      ],
+      items: {
+        type: 'array'
+      },
+      type: 'array'
     }
   },
-  required: ['value']
+  required: ['valid', 'errors', 'warnings']
 } as const;
 
-export const $CurrencyBalanceDto = {
+export const $BulkCreateRulesDto = {
   type: 'object',
   properties: {
-    currency: {
-      type: 'string',
-      description: 'ISO 4217 currency code',
-      example: 'CNY'
+    rules: {
+      items: {
+        type: 'array'
+      },
+      description: 'Array of rules to import',
+      type: 'array'
     },
-    balance: {
+    conflictStrategy: {
       type: 'string',
-      description: 'Balance amount',
-      example: '500000.00'
+      enum: ['replace', 'skip'],
+      default: 'skip',
+      description:
+        'Conflict handling strategy: skip (default) ignores duplicates, replace soft-deletes existing rule'
     }
   },
-  required: ['currency', 'balance']
+  required: ['rules', 'conflictStrategy']
 } as const;
 
-export const $TimeSeriesPointDto = {
+export const $BulkCreateRulesResponseDto = {
   type: 'object',
   properties: {
-    date: {
-      type: 'string',
-      description: 'Date in YYYY-MM-DD format',
-      example: '2024-06-15'
-    },
-    value: {
-      type: 'string',
-      description: 'Value at this date (in base currency)',
-      example: '500000.00'
-    },
-    change: {
-      type: 'object',
-      description: 'Change from previous point',
-      example: '5000.00'
+    successCount: {
+      type: 'number',
+      description: 'Number of successfully created rules'
     },
-    assets: {
-      type: 'string',
-      description: 'Total assets at this date (in base currency)',
-      example: '494338.00'
+    failureCount: {
+      type: 'number',
+      description: 'Number of failed rules'
     },
-    liabilities: {
-      type: 'string',
-      description: 'Total liabilities at this date (in base currency)',
-      example: '310098.00'
+    errors: {
+      type: 'array',
+      description: 'Error details for failed rules',
+      items: {
+        type: 'object',
+        properties: {
+          index: {
+            type: 'number'
+          },
+          message: {
+            type: 'string'
+          }
+        }
+      }
     },
-    byCurrency: {
-      description: 'Multi-currency breakdown for this point',
+    createdRuleIds: {
+      description: 'IDs of successfully created rules',
       type: 'array',
       items: {
-        $ref: '#/components/schemas/CurrencyBalanceDto'
+        type: 'string'
       }
     }
   },
-  required: ['date', 'value']
+  required: ['successCount', 'failureCount', 'errors', 'createdRuleIds']
 } as const;
 
-export const $TrendSummaryDto = {
+export const $ExportRulesResponseDto = {
   type: 'object',
   properties: {
-    startValue: {
+    exportedAt: {
       type: 'string',
-      description: 'Value at start of period',
-      example: '450000.00'
+      description: 'Export timestamp'
     },
-    endValue: {
+    userId: {
       type: 'string',
-      description: 'Value at end of period',
-      example: '500000.00'
+      description: 'User ID'
     },
-    totalChange: {
-      type: 'string',
-      description: 'Total change over period',
-      example: '50000.00'
+    ruleCount: {
+      type: 'number',
+      description: 'Number of exported rules'
     },
-    totalChangePercentage: {
-      type: 'string',
-      description: 'Total change percentage',
-      example: '+11.11%'
+    rules: {
+      type: 'array',
+      description: 'Exported rules'
     }
   },
-  required: ['startValue', 'endValue', 'totalChange', 'totalChangePercentage']
+  required: ['exportedAt', 'userId', 'ruleCount', 'rules']
 } as const;
 
-export const $MultiCurrencyPointDto = {
+export const $RuleStatisticsResponseDto = {
   type: 'object',
   properties: {
-    date: {
+    period: {
       type: 'string',
-      description: 'Date in YYYY-MM-DD format',
-      example: '2024-06-15'
+      description: 'Statistics time period',
+      enum: ['7d', '30d', '90d']
+    },
+    totalRules: {
+      type: 'number',
+      description: 'Total number of rules'
+    },
+    rulesWithMatches: {
+      type: 'number',
+      description: 'Number of rules with at least one match'
+    },
+    totalMatches: {
+      type: 'number',
+      description: 'Total number of matches across all rules'
     },
-    byCurrency: {
-      description: 'Balances by currency',
+    averageConfidence: {
+      type: 'number',
+      description: 'Average confidence score across all matches',
+      example: 0.82
+    },
+    ruleStats: {
       type: 'array',
+      description: 'Per-rule statistics',
       items: {
-        $ref: '#/components/schemas/CurrencyBalanceDto'
+        type: 'object',
+        properties: {
+          ruleId: {
+            type: 'string'
+          },
+          ruleName: {
+            type: 'string'
+          },
+          matchCount: {
+            type: 'number'
+          },
+          averageConfidence: {
+            type: 'number'
+          }
+        }
       }
     }
   },
-  required: ['date', 'byCurrency']
+  required: [
+    'period',
+    'totalRules',
+    'rulesWithMatches',
+    'totalMatches',
+    'averageConfidence',
+    'ruleStats'
+  ]
 } as const;
 
-export const $PortfolioTrendsResponseDto = {
+export const $UpdateTransactionRuleDto = {
   type: 'object',
   properties: {
-    series: {
-      description: 'Time series data points',
-      type: 'array',
+    name: {
+      type: 'string',
+      minLength: 1,
+      maxLength: 100
+    },
+    description: {
+      type: 'string',
+      maxLength: 500
+    },
+    narrationKeywords: {
       items: {
-        $ref: '#/components/schemas/TimeSeriesPointDto'
-      }
+        type: 'array'
+      },
+      maxItems: 50,
+      type: 'array'
     },
-    summary: {
-      description: 'Period summary',
-      allOf: [
-        {
-          $ref: '#/components/schemas/TrendSummaryDto'
-        }
-      ]
+    payeeKeywords: {
+      items: {
+        type: 'array'
+      },
+      maxItems: 50,
+      type: 'array'
     },
-    period: {
-      type: 'string',
-      description: 'Period requested',
-      example: '6m'
+    categoryKeywords: {
+      items: {
+        type: 'array'
+      },
+      maxItems: 50,
+      type: 'array'
     },
-    granularity: {
+    methodKeywords: {
+      items: {
+        type: 'array'
+      },
+      maxItems: 50,
+      description: 'Payment method keywords (e.g., HuaBei, YuEBao)',
+      type: 'array'
+    },
+    categoryAccount: {
       type: 'string',
-      description: 'Data granularity',
-      example: 'month'
+      maxLength: 200,
+      description:
+        'Destination account for expenses/income (e.g., Expenses:Food:Coffee)'
     },
-    currency: {
+    matchLogic: {
       type: 'string',
-      description: 'Base currency for converted values',
-      example: 'CNY'
+      enum: ['OR', 'AND']
     },
-    byCurrency: {
-      description:
-        'Multi-currency time series (each point has currency breakdown)',
-      type: 'array',
-      items: {
-        $ref: '#/components/schemas/MultiCurrencyPointDto'
-      }
+    amountMin: {
+      type: 'number',
+      minimum: 0,
+      description: 'Minimum transaction amount (inclusive)'
     },
-    warnings: {
-      description: 'Exchange rate warnings',
-      type: 'array',
+    amountMax: {
+      type: 'number',
+      minimum: 0,
+      description: 'Maximum transaction amount (inclusive)'
+    },
+    priority: {
+      type: 'number',
+      minimum: 0,
+      maximum: 1000
+    },
+    enabled: {
+      type: 'boolean',
+      description: 'Enable or disable the rule'
+    },
+    additionalTags: {
       items: {
-        $ref: '#/components/schemas/ExchangeRateWarningDto'
-      }
+        type: 'array'
+      },
+      maxItems: 20,
+      type: 'array'
+    },
+    additionalMetadata: {
+      type: 'object'
     }
-  },
-  required: ['series', 'summary', 'period', 'granularity', 'currency']
+  }
 } as const;
 
-export const $CashFlowPointDto = {
+export const $TestRuleDto = {
   type: 'object',
   properties: {
-    month: {
+    narration: {
       type: 'string',
-      description: 'Month key (YYYY-MM)',
-      example: '2024-03'
+      minLength: 1,
+      maxLength: 500
     },
-    income: {
+    payee: {
       type: 'string',
-      description: 'Income in base currency (absolute, converted)',
-      example: '10000.00'
+      maxLength: 200
     },
-    expense: {
+    categoryAccount: {
       type: 'string',
-      description: 'Expense in base currency (absolute, converted)',
-      example: '5000.00'
+      maxLength: 200
     },
-    netSavings: {
+    amount: {
+      type: 'number'
+    },
+    currency: {
       type: 'string',
-      description: 'netSavings = income − expense (savings positive)',
-      example: '5000.00'
+      maxLength: 10
     }
   },
-  required: ['month', 'income', 'expense', 'netSavings']
+  required: ['narration']
 } as const;
 
-export const $CashFlowTrendSummaryDto = {
+export const $TestRuleResponseDto = {
   type: 'object',
   properties: {
-    totalIncome: {
+    ruleId: {
       type: 'string',
-      description: 'Total income across the period',
-      example: '60000.00'
+      description: 'Rule ID that was tested'
     },
-    totalExpense: {
-      type: 'string',
-      description: 'Total expense across the period',
-      example: '30000.00'
+    matches: {
+      type: 'boolean',
+      description: 'Whether the rule matched the test data'
     },
-    totalNetSavings: {
-      type: 'string',
-      description: 'income − expense across the period',
-      example: '30000.00'
+    confidence: {
+      type: 'number',
+      description: 'Match confidence score (0-1)',
+      example: 0.85
     },
-    averageMonthlyNetSavings: {
-      type: 'string',
-      description:
-        'totalNetSavings divided by the window length (N months, incl. zero-filled)',
-      example: '5000.00'
+    matchDetails: {
+      type: 'object',
+      description: 'Details of which fields matched',
+      example: {
+        narration: true,
+        payee: false,
+        categoryAccount: false
+      }
     }
   },
-  required: [
-    'totalIncome',
-    'totalExpense',
-    'totalNetSavings',
-    'averageMonthlyNetSavings'
-  ]
+  required: ['ruleId', 'matches', 'confidence', 'matchDetails']
 } as const;
 
-export const $CashFlowTrendsResponseDto = {
+export const $CategoryCatalogEntryDto = {
   type: 'object',
   properties: {
-    series: {
-      description:
-        'Monthly cash-flow series (fixed N-month window, zero-filled)',
-      type: 'array',
-      items: {
-        $ref: '#/components/schemas/CashFlowPointDto'
-      }
-    },
-    summary: {
-      description: 'Period totals',
-      allOf: [
-        {
-          $ref: '#/components/schemas/CashFlowTrendSummaryDto'
-        }
-      ]
-    },
-    period: {
+    slug: {
       type: 'string',
-      description: 'Period requested',
-      example: '6m'
+      description: 'Category slug (single source-of-truth)',
+      example: 'food'
     },
-    granularity: {
+    scenario: {
       type: 'string',
-      description: 'Data granularity (v1 returns month buckets)',
-      example: 'month'
+      description: 'Display scenario group (maps to frontend picker _scenario)',
+      enum: [
+        'expense',
+        'income',
+        'investment',
+        'banking',
+        'transfer',
+        'payment'
+      ],
+      example: 'expense'
     },
-    currency: {
+    icon: {
       type: 'string',
-      description: 'Base currency for converted values',
-      example: 'CNY'
+      description: 'Lucide icon name',
+      example: 'utensils'
     },
-    warnings: {
-      description: 'Exchange rate warnings (e.g. missing rate for a currency)',
+    regions: {
+      description: "Applicable regions ('*' = all, 'cn' = CN-only)",
+      example: ['*'],
+      type: 'array',
+      items: {
+        type: 'string'
+      }
+    }
+  },
+  required: ['slug', 'scenario', 'icon', 'regions']
+} as const;
+
+export const $CategoryCatalogListResponseDto = {
+  type: 'object',
+  properties: {
+    items: {
+      description: 'Category entries (region-scoped, query-filtered)',
       type: 'array',
       items: {
-        $ref: '#/components/schemas/ExchangeRateWarningDto'
+        $ref: '#/components/schemas/CategoryCatalogEntryDto'
       }
+    },
+    total: {
+      type: 'number',
+      description:
+        'Total category entries for the region (before query filtering)',
+      example: 30
+    },
+    region: {
+      type: 'string',
+      description: 'Region code',
+      example: 'cn'
     }
   },
-  required: ['series', 'summary', 'period', 'granularity', 'currency']
-} as const;
-
-export const $GenerateSnapshotBody = {
-  type: 'object',
-  properties: {}
-} as const;
-
-export const $GenerateSnapshotResponse = {
-  type: 'object',
-  properties: {}
-} as const;
-
-export const $BackfillSnapshotsBody = {
-  type: 'object',
-  properties: {}
-} as const;
-
-export const $BackfillSnapshotsResponse = {
-  type: 'object',
-  properties: {}
+  required: ['items', 'total', 'region']
 } as const;
 
 export const $CreateBeanEventDto = {
@@ -5589,7 +5777,8 @@ export const $UpdateMapperDefaultsDto = {
       type: 'string',
       description: 'Source account for transactions (Beancount format)',
       example: 'Assets:CN:Alipay:Balance',
-      pattern: '^[A-Z][a-zA-Z0-9-]*:[a-zA-Z0-9-:]+$'
+      pattern:
+        '^(Assets|Liabilities|Income|Expenses|Equity)(:[A-Za-z0-9][A-Za-z0-9-]*)+$'
     },
     currency: {
       type: 'string',
@@ -5603,13 +5792,15 @@ export const $UpdateMapperDefaultsDto = {
       type: 'string',
       description: 'Default expense account (optional)',
       example: 'Expenses:Unknown',
-      pattern: '^[A-Z][a-zA-Z0-9-]*:[a-zA-Z0-9-:]+$'
+      pattern:
+        '^(Assets|Liabilities|Income|Expenses|Equity)(:[A-Za-z0-9][A-Za-z0-9-]*)+$'
     },
     incomeAccount: {
       type: 'string',
       description: 'Default income account (optional)',
       example: 'Income:Unknown',
-      pattern: '^[A-Z][a-zA-Z0-9-]*:[a-zA-Z0-9-:]+$'
+      pattern:
+        '^(Assets|Liabilities|Income|Expenses|Equity)(:[A-Za-z0-9][A-Za-z0-9-]*)+$'
     },
     methodAccountMapping: {
       type: 'object',
@@ -5666,12 +5857,14 @@ export const $ProviderSyncConfigDto = {
     },
     defaultExpenseAccount: {
       type: 'string',
-      description: 'Default expense account for the second posting',
+      description:
+        'Default expense account for the second posting. Omit when no real default exists; the pipeline routes to Review via the Uncategorized sentinel (#618).',
       example: 'Expenses:Unknown'
     },
     defaultIncomeAccount: {
       type: 'string',
-      description: 'Default income account for the second posting',
+      description:
+        'Default income account for the second posting. Omit when no real default exists; the pipeline routes to Review via the Uncategorized sentinel (#618).',
       example: 'Income:Unknown'
     },
     filterPending: {
@@ -5686,12 +5879,7 @@ export const $ProviderSyncConfigDto = {
       example: 'acc_gocardless_001'
     }
   },
-  required: [
-    'sourceAccount',
-    'defaultCurrency',
-    'defaultExpenseAccount',
-    'defaultIncomeAccount'
-  ]
+  required: ['sourceAccount', 'defaultCurrency']
 } as const;
 
 export const $ProviderSyncDto = {
@@ -5901,15 +6089,105 @@ export const $UncoveredFormatMissDto = {
   properties: {}
 } as const;
 
+export const $ClientParsedDataDto = {
+  type: 'object',
+  properties: {
+    amount: {
+      type: 'number',
+      description: 'Transaction amount',
+      example: 35
+    },
+    currency: {
+      type: 'string',
+      description: 'Currency code',
+      example: 'CNY'
+    },
+    date: {
+      type: 'string',
+      description: 'Transaction date (ISO 8601)',
+      example: '2026-08-15'
+    },
+    payee: {
+      type: 'string',
+      description: 'Payee/merchant name',
+      example: 'Starbucks'
+    },
+    narration: {
+      type: 'string',
+      description: 'Transaction narration'
+    },
+    category: {
+      type: 'string',
+      description: 'Category slug',
+      example: 'food_restaurant'
+    },
+    incomeType: {
+      type: 'string',
+      description: 'Income type',
+      example: 'Salary'
+    },
+    incomeSource: {
+      type: 'string',
+      description: 'Income source',
+      example: 'Anthropic Inc.'
+    },
+    symbol: {
+      type: 'string',
+      description: 'Security symbol code (e.g., 600519, AAPL)',
+      example: 'AAPL'
+    },
+    quantity: {
+      type: 'number',
+      description: 'Quantity of shares/units',
+      example: 100
+    },
+    price: {
+      type: 'number',
+      description: 'Unit price per share/unit',
+      example: 1900
+    },
+    investmentAction: {
+      type: 'string',
+      description: 'Investment action',
+      enum: ['buy', 'sell'],
+      example: 'buy'
+    },
+    paymentSource: {
+      type: 'string',
+      description: 'Payment source: asset (default) or liability (credit card)',
+      enum: ['asset', 'liability'],
+      example: 'asset'
+    },
+    liabilityHint: {
+      type: 'string',
+      description: 'Liability account hint (CreditCard/Huabei/Baitiao)',
+      example: 'CreditCard'
+    },
+    warning: {
+      type: 'string',
+      description:
+        'Display-only warning from the prior response; accepted but ignored.',
+      example: 'Cross-currency settlement applies.'
+    }
+  }
+} as const;
+
 export const $ProcessNlpDto = {
   type: 'object',
   properties: {
     message: {
       type: 'string',
-      description: 'Natural language text describing a transaction (Chinese)',
-      example: 'yesterday Starbucks spent 35 yuan',
+      description:
+        'Natural language text describing a transaction. Optional when `confirm` is true (structured confirm); otherwise required.',
+      example: 'Starbucks 35',
       maxLength: 500
     },
+    confirm: {
+      type: 'boolean',
+      description:
+        'Structured confirm signal — bypasses NL confirm-word matching when true. Send parsedData field edits alongside. The NL word-list path is the fallback.',
+      example: true
+    },
     sessionId: {
       type: 'string',
       description:
@@ -5917,17 +6195,32 @@ export const $ProcessNlpDto = {
       example: 'session_abc123'
     },
     parsedData: {
-      type: 'object',
       description:
         'Parsed data from previous NLP response for session recovery. Send back the parsedData received in confirm_payee/confirm responses.',
       example: {
         amount: 35,
         currency: 'CNY',
         payee: 'Starbucks'
-      }
+      },
+      allOf: [
+        {
+          $ref: '#/components/schemas/ClientParsedDataDto'
+        }
+      ]
+    },
+    selectedRuleId: {
+      type: 'string',
+      description:
+        'confirm_rule echo-back: rule id selected from the prior confirm_rule response (matchedRule.id or alternatives[i].ruleId). Applied directly when the session is confirming_rule — no NL re-parse.',
+      example: 'rule_abc123'
+    },
+    selectedAccount: {
+      type: 'string',
+      description:
+        'confirm_account echo-back: account path selected from the prior confirm_account response (suggestedAccount, similarAccounts[i], or a typed path). Applied directly when the session is confirming_account — no NL re-parse.',
+      example: 'Expenses:Food:Coffee'
     }
-  },
-  required: ['message']
+  }
 } as const;
 
 export const $NlpTransactionInfoDto = {
@@ -6249,7 +6542,8 @@ export const $NlpAccountConfirmationDataDto = {
     },
     suggestedAccount: {
       type: 'string',
-      description: 'Suggested replacement account',
+      description:
+        'Suggested replacement account (omitted when no clear candidate)',
       example: 'Expenses:Food:Drinks'
     },
     similarAccounts: {
@@ -6271,7 +6565,6 @@ export const $NlpAccountConfirmationDataDto = {
   },
   required: [
     'invalidAccount',
-    'suggestedAccount',
     'similarAccounts',
     'errorMessage',
     'transactionContext'
@@ -6444,7 +6737,8 @@ export const $NlpSuggestedAccountDto = {
     },
     confidence: {
       type: 'number',
-      description: 'Confidence score for this suggestion (0-1)',
+      description:
+        'Confidence score for this suggestion (0-1). Present = predicted (confirm/confirm_rule/confirm_account); omitted = actual persisted account (created). (#586)',
       example: 0.9
     }
   },
@@ -6480,23 +6774,31 @@ export const $NlpDefaultAccountsDto = {
   properties: {
     asset: {
       type: 'string',
-      description: 'Default asset account',
-      example: 'Assets:Checking'
+      description:
+        'Default OPEN asset account (MRU when multiple), or null when none/ambiguous',
+      example: 'Assets:Checking',
+      nullable: true
     },
     expense: {
       type: 'string',
-      description: 'Default expense account',
-      example: 'Expenses:Uncategorized'
+      description:
+        'Default OPEN expense account (MRU when multiple), or null when none/ambiguous',
+      example: 'Expenses:Food:Coffee',
+      nullable: true
     },
     income: {
       type: 'string',
-      description: 'Default income account',
-      example: 'Income:Uncategorized'
+      description:
+        'Default OPEN income account (MRU when multiple), or null when none/ambiguous',
+      example: 'Income:Salary',
+      nullable: true
     },
     liability: {
       type: 'string',
-      description: 'Default liability account',
-      example: 'Liabilities:CreditCard'
+      description:
+        'Default OPEN liability account (MRU when multiple), or null when none/ambiguous',
+      example: 'Liabilities:CreditCard',
+      nullable: true
     }
   },
   required: ['asset', 'expense', 'income', 'liability']
@@ -6521,7 +6823,8 @@ export const $NlpResponseDto = {
         'confirm_rule',
         'confirm_account',
         'confirm_payee',
-        'cancel'
+        'cancel',
+        'aborted'
       ]
     },
     intent: {
@@ -6535,7 +6838,7 @@ export const $NlpResponseDto = {
       type: 'string',
       description:
         'Asset sub-type (only present when intent is "asset"). Determines which asset-related form to render.',
-      enum: ['transfer', 'banking', 'investment'],
+      enum: ['transfer', 'banking', 'investment', 'lend', 'lend_collect'],
       example: 'investment'
     },
     liabilitySubType: {
@@ -6683,7 +6986,7 @@ export const $NlpResponseDto = {
     },
     suggestedAccounts: {
       description:
-        'Suggested accounts for this transaction. Contains recommended source and destination accounts based on the detected intent and rules.',
+        'Suggested accounts for this transaction (#586). confirm/confirm_rule/confirm_account: predicted (source/destination carry confidence); created: actual persisted accounts (confidence omitted). confirm_account destination is the suggested replacement, never the invalid account.',
       allOf: [
         {
           $ref: '#/components/schemas/NlpSuggestedAccountsDto'
@@ -6692,7 +6995,7 @@ export const $NlpResponseDto = {
     },
     defaultAccounts: {
       description:
-        'Default accounts for the user/region. These are fallback accounts used when no specific suggestion is available.',
+        'Default fallback accounts for the user/region (#586). v1 returns universal constants; per-user personalization is planned.',
       allOf: [
         {
           $ref: '#/components/schemas/NlpDefaultAccountsDto'
@@ -6738,13 +7041,26 @@ export const $PlatformListItemDto = {
     suggestedSegment: {
       type: 'string',
       description:
-        'Suggested path segment — canonical with first char uppercased (ACC_COMP_NAME_RE)'
+        'Suggested path segment — canonical PascalCased per hyphen-part, hyphens preserved (e.g. "Apple-Pay")'
     },
     logoUrl: {
       type: 'string',
       description: 'Logo URL',
       nullable: true
     },
+    countryCode: {
+      type: 'string',
+      description: 'ISO 3166-1 alpha-2 (UPPERCASE); null = global platform',
+      example: 'CN',
+      nullable: true
+    },
+    category: {
+      type: 'string',
+      description:
+        'Region-aware category (institution vocab, e.g. DigitalWallet/Bank). null = no region-aware suggestion; fall back to type.',
+      nullable: true,
+      example: 'DigitalWallet'
+    },
     isBound: {
       type: 'boolean',
       description: 'Whether user has accounts using this platform'
@@ -6758,6 +7074,8 @@ export const $PlatformListItemDto = {
     'canonical',
     'suggestedSegment',
     'logoUrl',
+    'countryCode',
+    'category',
     'isBound'
   ]
 } as const;
@@ -6793,13 +7111,26 @@ export const $PlatformMatchResultDto = {
     suggestedSegment: {
       type: 'string',
       description:
-        'Suggested path segment — canonical, already in ACCOUNT_RE format'
+        'Suggested path segment — canonical PascalCased per hyphen-part, hyphens preserved (e.g. "Apple-Pay")'
     },
     logoUrl: {
       type: 'string',
       description: 'Logo URL',
       nullable: true
     },
+    countryCode: {
+      type: 'string',
+      description: 'ISO 3166-1 alpha-2 (UPPERCASE); null = global platform',
+      example: 'CN',
+      nullable: true
+    },
+    category: {
+      type: 'string',
+      description:
+        'Region-aware category (institution vocab, e.g. DigitalWallet/Bank). null = no region-aware suggestion; fall back to type.',
+      nullable: true,
+      example: 'DigitalWallet'
+    },
     matchType: {
       type: 'string',
       description: "How this row matched: 'exact' > 'prefix' > 'substring'",
@@ -6813,6 +7144,8 @@ export const $PlatformMatchResultDto = {
     'type',
     'suggestedSegment',
     'logoUrl',
+    'countryCode',
+    'category',
     'matchType'
   ]
 } as const;
@@ -8061,3 +8394,146 @@ export const $AnonymousLoginResponseDto = {
   },
   required: ['authToken']
 } as const;
+
+export const $SymbolSearchResultDto = {
+  type: 'object',
+  properties: {
+    symbol: {
+      type: 'string',
+      example: 'AAPL'
+    },
+    name: {
+      type: 'object',
+      example: 'Apple Inc.',
+      nullable: true
+    },
+    exchange: {
+      type: 'object',
+      example: 'US',
+      nullable: true
+    },
+    assetType: {
+      type: 'object',
+      description: 'OpenBB asset_type (e.g. stock, etf)',
+      example: 'stock',
+      nullable: true
+    },
+    assetClass: {
+      type: 'object',
+      description: 'IGN asset class (region.types.ts ASSET_CLASSES)',
+      example: 'EQUITY',
+      nullable: true
+    },
+    assetSubClass: {
+      type: 'object',
+      description: 'IGN asset sub-class (region.types.ts ASSET_SUB_CLASSES)',
+      example: 'STOCK',
+      nullable: true
+    },
+    currency: {
+      type: 'object',
+      description: 'Trading currency (extra_data or inferred from exchange)',
+      example: 'USD',
+      nullable: true
+    }
+  },
+  required: ['symbol']
+} as const;
+
+export const $SymbolQuoteDto = {
+  type: 'object',
+  properties: {
+    symbol: {
+      type: 'string',
+      example: 'AAPL'
+    },
+    name: {
+      type: 'object',
+      example: 'Apple Inc.',
+      nullable: true
+    },
+    exchange: {
+      type: 'object',
+      example: 'US',
+      nullable: true
+    },
+    assetType: {
+      type: 'object',
+      description: 'OpenBB asset_type',
+      example: 'stock',
+      nullable: true
+    },
+    assetClass: {
+      type: 'object',
+      description: 'IGN asset class',
+      example: 'EQUITY',
+      nullable: true
+    },
+    assetSubClass: {
+      type: 'object',
+      description: 'IGN asset sub-class',
+      example: 'STOCK',
+      nullable: true
+    },
+    currency: {
+      type: 'object',
+      description: 'Trading currency (extra_data or inferred from exchange)',
+      example: 'USD',
+      nullable: true
+    },
+    price: {
+      type: 'object',
+      description: 'Latest price (Decimal string)',
+      example: '189.84',
+      nullable: true
+    },
+    priceDate: {
+      type: 'object',
+      description: 'Date the price was observed (ISO yyyy-MM-dd)',
+      example: '2026-08-05',
+      nullable: true
+    },
+    changePercent: {
+      type: 'object',
+      description:
+        'Change vs previous close, in percentage points (1.7 == 1.7%). openbb stores change_percent as a normalized decimal; this exposes percentage points for frontend convenience.',
+      example: 1.7,
+      nullable: true
+    },
+    prevClose: {
+      type: 'object',
+      description: 'Previous close (Decimal string)',
+      nullable: true
+    },
+    open: {
+      type: 'object',
+      description: 'Day open (Decimal string)',
+      nullable: true
+    },
+    high: {
+      type: 'object',
+      description: 'Day high (Decimal string)',
+      nullable: true
+    },
+    low: {
+      type: 'object',
+      description: 'Day low (Decimal string)',
+      nullable: true
+    },
+    volume: {
+      type: 'object',
+      description: 'Day volume (Decimal string)',
+      nullable: true
+    },
+    yearHigh: {
+      type: 'object',
+      description: '52-week high (Decimal string)',
+      nullable: true
+    },
+    yearLow: {
+      type: 'object',
+      description: '52-week low (Decimal string)',
+      nullable: true
+    }
+  }
+} as const;