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

package/src/generated/services.gen.ts

@@ -143,26 +143,14 @@ import type {
   ExpectedTransactionControllerEnterNowResponse,
   ForecastControllerGetForecastData,
   ForecastControllerGetForecastResponse,
-  TransactionRuleControllerCreateData,
-  TransactionRuleControllerCreateResponse,
-  TransactionRuleControllerListData,
-  TransactionRuleControllerListResponse,
-  TransactionRuleControllerValidateData,
-  TransactionRuleControllerValidateResponse,
-  TransactionRuleControllerBulkCreateData,
-  TransactionRuleControllerBulkCreateResponse,
-  TransactionRuleControllerExportData,
-  TransactionRuleControllerExportResponse,
-  TransactionRuleControllerGetStatisticsData,
-  TransactionRuleControllerGetStatisticsResponse,
-  TransactionRuleControllerGetDetailData,
-  TransactionRuleControllerGetDetailResponse,
-  TransactionRuleControllerUpdateData,
-  TransactionRuleControllerUpdateResponse,
-  TransactionRuleControllerDeleteData,
-  TransactionRuleControllerDeleteResponse,
-  TransactionRuleControllerTestData,
-  TransactionRuleControllerTestResponse,
+  ReportingControllerGetPortfolioTrendsData,
+  ReportingControllerGetPortfolioTrendsResponse,
+  ReportingControllerGetCashFlowTrendsData,
+  ReportingControllerGetCashFlowTrendsResponse,
+  ReportingControllerGenerateSnapshotData,
+  ReportingControllerGenerateSnapshotResponse,
+  ReportingControllerBackfillSnapshotsData,
+  ReportingControllerBackfillSnapshotsResponse,
   UserControllerDeleteOwnUserData,
   UserControllerDeleteOwnUserResponse,
   UserControllerGetUserData,
@@ -185,14 +173,28 @@ import type {
   PropertyControllerUpdateResponse,
   PropertyControllerDeleteData,
   PropertyControllerDeleteResponse,
-  ReportingControllerGetPortfolioTrendsData,
-  ReportingControllerGetPortfolioTrendsResponse,
-  ReportingControllerGetCashFlowTrendsData,
-  ReportingControllerGetCashFlowTrendsResponse,
-  ReportingControllerGenerateSnapshotData,
-  ReportingControllerGenerateSnapshotResponse,
-  ReportingControllerBackfillSnapshotsData,
-  ReportingControllerBackfillSnapshotsResponse,
+  TransactionRuleControllerCreateData,
+  TransactionRuleControllerCreateResponse,
+  TransactionRuleControllerListData,
+  TransactionRuleControllerListResponse,
+  TransactionRuleControllerValidateData,
+  TransactionRuleControllerValidateResponse,
+  TransactionRuleControllerBulkCreateData,
+  TransactionRuleControllerBulkCreateResponse,
+  TransactionRuleControllerExportData,
+  TransactionRuleControllerExportResponse,
+  TransactionRuleControllerGetStatisticsData,
+  TransactionRuleControllerGetStatisticsResponse,
+  TransactionRuleControllerGetDetailData,
+  TransactionRuleControllerGetDetailResponse,
+  TransactionRuleControllerUpdateData,
+  TransactionRuleControllerUpdateResponse,
+  TransactionRuleControllerDeleteData,
+  TransactionRuleControllerDeleteResponse,
+  TransactionRuleControllerTestData,
+  TransactionRuleControllerTestResponse,
+  CategoryCatalogControllerListData,
+  CategoryCatalogControllerListResponse,
   EventControllerCreateData,
   EventControllerCreateResponse,
   EventControllerFindAllData,
@@ -257,6 +259,7 @@ import type {
   PlatformControllerFindAllResponse,
   PlatformControllerCreateData,
   PlatformControllerCreateResponse,
+  PlatformControllerGetPlatformListData,
   PlatformControllerGetPlatformListResponse,
   PlatformControllerMatchPlatformsData,
   PlatformControllerMatchPlatformsResponse,
@@ -288,7 +291,11 @@ import type {
   HealthControllerResetCircuitBreakerData,
   HealthControllerResetCircuitBreakerResponse,
   HealthControllerGetMetricsResponse,
-  InfoControllerGetInfoResponse
+  InfoControllerGetInfoResponse,
+  SymbolControllerSearchData,
+  SymbolControllerSearchResponse,
+  SymbolControllerGetQuoteData,
+  SymbolControllerGetQuoteResponse
 } from './types.gen';
 
 export class BeanAccountsService {
@@ -407,7 +414,7 @@ export class BeanAccountsService {
 
   /**
    * Delete account
-   * Deletes an account (only if no transactions)
+   * Deletes an account (only if no active transactions; voided/superseded residual postings are cleaned up)
    * @param data The data for the request.
    * @param data.id Account UUID
    * @param data.region Region code for tenant context
@@ -426,7 +433,7 @@ export class BeanAccountsService {
       },
       errors: {
         404: 'Account not found',
-        409: 'Account has transactions and cannot be deleted'
+        409: 'Account has active transactions and cannot be deleted'
       }
     });
   }
@@ -2161,331 +2168,210 @@ export class RecurringForecastService {
   }
 }
 
-export class BeanTransactionRulesService {
+export class ReportingService {
   /**
-   * Create a new transaction rule (or upsert if upsertByPayee=true)
-   * Creates a new rule. If upsertByPayee=true, updates existing rule matching payeeKeywords[0] instead of creating duplicate.
+   * Get portfolio value trends
+   *
+   * Returns time series data of portfolio net worth.
+   *
+   * **Multi-currency Support:**
+   * - `series[].byCurrency` - Currency breakdown for each data point
+   * - `byCurrency` - Separate time series grouped by currency
+   * - `warnings` - Exchange rate warnings if conversion failed
+   *
+   * **Parameters:**
+   * - `period`: Time period (1m, 3m, 6m, 1y)
+   * - `granularity`: Data granularity (day, week, month)
+   *
    * @param data The data for the request.
    * @param data.region Region code for tenant context
-   * @param data.requestBody
-   * @returns TransactionRuleResponseDto Rule updated successfully (upsert mode)
+   * @param data.period Time period
+   * @param data.granularity Data granularity
+   * @returns PortfolioTrendsResponseDto Trends retrieved successfully
    * @throws ApiError
    */
-  public static transactionRuleControllerCreate(
-    data: TransactionRuleControllerCreateData
-  ): CancelablePromise<TransactionRuleControllerCreateResponse> {
+  public static reportingControllerGetPortfolioTrends(
+    data: ReportingControllerGetPortfolioTrendsData
+  ): CancelablePromise<ReportingControllerGetPortfolioTrendsResponse> {
     return __request(OpenAPI, {
-      method: 'POST',
-      url: '/api/v1/{region}/bean/transaction-rules',
+      method: 'GET',
+      url: '/api/v1/{region}/reporting/portfolio/trends',
       path: {
         region: data.region
       },
-      body: data.requestBody,
-      mediaType: 'application/json',
+      query: {
+        period: data.period,
+        granularity: data.granularity
+      },
       errors: {
-        400: 'Validation failed',
-        401: 'Unauthorized',
-        409: 'Resource conflict - another process is updating this rule'
+        401: 'User not authenticated'
       }
     });
   }
 
   /**
-   * Get all transaction rules for user
+   * Get cash-flow trends
+   *
+   * Monthly income / expense / netSavings over a fixed N-month window
+   * (current month + N−1 prior). Missing months are zero-filled (flow metric).
+   *
+   * **Parameters:**
+   * - `period`: 1m | 3m | 6m | 1y (default 6m)
+   * - `granularity`: accepted for API symmetry; v1 returns month buckets
+   *
    * @param data The data for the request.
    * @param data.region Region code for tenant context
-   * @param data.limit Max results per page (default: 20, max: 100)
-   * @param data.offset Pagination offset (default: 0)
-   * @param data.enabled Filter by enabled status
-   * @param data.learningSource Filter by learning source. Omit this parameter or pass empty string to get manually created rules (learningSource is null in database).
-   * @param data.autoApplyEnabled Filter by auto-apply status
-   * @returns TransactionRuleListResponseDto List of rules
+   * @param data.period Time period
+   * @param data.granularity Data granularity (accepted for API symmetry; v1 returns month buckets)
+   * @returns CashFlowTrendsResponseDto Cash-flow trends retrieved successfully
    * @throws ApiError
    */
-  public static transactionRuleControllerList(
-    data: TransactionRuleControllerListData
-  ): CancelablePromise<TransactionRuleControllerListResponse> {
+  public static reportingControllerGetCashFlowTrends(
+    data: ReportingControllerGetCashFlowTrendsData
+  ): CancelablePromise<ReportingControllerGetCashFlowTrendsResponse> {
     return __request(OpenAPI, {
       method: 'GET',
-      url: '/api/v1/{region}/bean/transaction-rules',
+      url: '/api/v1/{region}/reporting/cash-flow/trends',
       path: {
         region: data.region
       },
       query: {
-        limit: data.limit,
-        offset: data.offset,
-        enabled: data.enabled,
-        learningSource: data.learningSource,
-        autoApplyEnabled: data.autoApplyEnabled
+        period: data.period,
+        granularity: data.granularity
       },
       errors: {
-        401: 'Unauthorized'
+        401: 'User not authenticated'
       }
     });
   }
 
   /**
-   * Validate transaction rule configuration
+   * Generate portfolio snapshot
+   *
+   * Manually generate a portfolio snapshot for a specific date.
+   *
+   * **Multi-currency Support:**
+   * - Fetches balances grouped by currency
+   * - Uses user's baseCurrency setting for conversion
+   * - Stores exchange rates and warnings
+   *
+   * **Use Cases:**
+   * - Testing snapshot generation
+   * - Force regeneration after data correction
+   * - Initial setup for new users
+   *
    * @param data The data for the request.
    * @param data.region Region code for tenant context
-   * @param data.requestBody
-   * @returns ValidateRuleResponseDto Validation result
+   * @param data.requestBody Optional date (defaults to today)
+   * @returns GenerateSnapshotResponse Snapshot generated successfully
    * @throws ApiError
    */
-  public static transactionRuleControllerValidate(
-    data: TransactionRuleControllerValidateData
-  ): CancelablePromise<TransactionRuleControllerValidateResponse> {
+  public static reportingControllerGenerateSnapshot(
+    data: ReportingControllerGenerateSnapshotData
+  ): CancelablePromise<ReportingControllerGenerateSnapshotResponse> {
     return __request(OpenAPI, {
       method: 'POST',
-      url: '/api/v1/{region}/bean/transaction-rules/validate',
+      url: '/api/v1/{region}/reporting/snapshots/generate',
       path: {
         region: data.region
       },
       body: data.requestBody,
       mediaType: 'application/json',
       errors: {
-        400: 'Validation failed',
-        401: 'Unauthorized'
+        400: 'Invalid date format',
+        401: 'User not authenticated'
       }
     });
   }
 
   /**
-   * Bulk create transaction rules
+   * Backfill portfolio snapshots
+   *
+   * Generate snapshots for a date range (historical data backfill).
+   *
+   * **Multi-currency Support:**
+   * - Each snapshot includes multi-currency data
+   * - Uses exchange rates available at generation time
+   * - Warnings stored for missing exchange rates
+   *
+   * **Best Practices:**
+   * - Use for initial setup after account configuration
+   * - Run during low-traffic periods for large date ranges
+   * - Existing snapshots are skipped (not regenerated)
+   *
    * @param data The data for the request.
    * @param data.region Region code for tenant context
    * @param data.requestBody
-   * @returns BulkCreateRulesResponseDto Bulk create completed
+   * @returns BackfillSnapshotsResponse Backfill completed successfully
    * @throws ApiError
    */
-  public static transactionRuleControllerBulkCreate(
-    data: TransactionRuleControllerBulkCreateData
-  ): CancelablePromise<TransactionRuleControllerBulkCreateResponse> {
+  public static reportingControllerBackfillSnapshots(
+    data: ReportingControllerBackfillSnapshotsData
+  ): CancelablePromise<ReportingControllerBackfillSnapshotsResponse> {
     return __request(OpenAPI, {
       method: 'POST',
-      url: '/api/v1/{region}/bean/transaction-rules/bulk',
+      url: '/api/v1/{region}/reporting/snapshots/backfill',
       path: {
         region: data.region
       },
       body: data.requestBody,
       mediaType: 'application/json',
       errors: {
-        400: 'Invalid bulk create data',
-        401: 'Unauthorized'
+        400: 'Invalid date format or range',
+        401: 'User not authenticated',
+        409: 'Backfill already in progress for this user'
       }
     });
   }
+}
 
+export class UsersService {
   /**
-   * Export transaction rules
+   * Delete own user account
    * @param data The data for the request.
-   * @param data.format Export format (currently only JSON supported)
-   * @param data.region Region code for tenant context
-   * @returns ExportRulesResponseDto Exported rules
+   * @param data.requestBody
+   * @returns void User deleted successfully
    * @throws ApiError
    */
-  public static transactionRuleControllerExport(
-    data: TransactionRuleControllerExportData
-  ): CancelablePromise<TransactionRuleControllerExportResponse> {
+  public static userControllerDeleteOwnUser(
+    data: UserControllerDeleteOwnUserData
+  ): CancelablePromise<UserControllerDeleteOwnUserResponse> {
     return __request(OpenAPI, {
-      method: 'GET',
-      url: '/api/v1/{region}/bean/transaction-rules/export/{format}',
-      path: {
-        format: data.format,
-        region: data.region
-      },
+      method: 'DELETE',
+      url: '/api/v1/users',
+      body: data.requestBody,
+      mediaType: 'application/json',
       errors: {
-        400: 'Unsupported format',
-        401: 'Unauthorized'
+        403: 'Invalid access token'
       }
     });
   }
 
   /**
-   * Get transaction rule statistics
+   * Get current authenticated user
    * @param data The data for the request.
-   * @param data.period Statistics time period
-   * @param data.region Region code for tenant context
-   * @returns RuleStatisticsResponseDto Rule statistics
+   * @param data.acceptLanguage
+   * @returns UserResponseDto User retrieved successfully
    * @throws ApiError
    */
-  public static transactionRuleControllerGetStatistics(
-    data: TransactionRuleControllerGetStatisticsData
-  ): CancelablePromise<TransactionRuleControllerGetStatisticsResponse> {
+  public static userControllerGetUser(
+    data: UserControllerGetUserData
+  ): CancelablePromise<UserControllerGetUserResponse> {
     return __request(OpenAPI, {
       method: 'GET',
-      url: '/api/v1/{region}/bean/transaction-rules/statistics/{period}',
-      path: {
-        period: data.period,
-        region: data.region
-      },
-      errors: {
-        401: 'Unauthorized'
+      url: '/api/v1/users',
+      headers: {
+        'accept-language': data.acceptLanguage
       }
     });
   }
 
   /**
-   * Get transaction rule detail
+   * Sign up new user
+   * Create a new account with auto-generated access token. Protected by Cloudflare Turnstile to prevent automated signup (when enabled).
    * @param data The data for the request.
-   * @param data.ruleId Rule ID
-   * @param data.region Region code for tenant context
-   * @returns TransactionRuleResponseDto Rule details
-   * @throws ApiError
-   */
-  public static transactionRuleControllerGetDetail(
-    data: TransactionRuleControllerGetDetailData
-  ): CancelablePromise<TransactionRuleControllerGetDetailResponse> {
-    return __request(OpenAPI, {
-      method: 'GET',
-      url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
-      path: {
-        ruleId: data.ruleId,
-        region: data.region
-      },
-      errors: {
-        401: 'Unauthorized',
-        403: 'Forbidden - not owner of rule',
-        404: 'Rule not found'
-      }
-    });
-  }
-
-  /**
-   * Update a transaction rule
-   * @param data The data for the request.
-   * @param data.ruleId Rule ID to update
-   * @param data.region Region code for tenant context
-   * @param data.requestBody
-   * @returns TransactionRuleResponseDto Rule updated successfully
-   * @throws ApiError
-   */
-  public static transactionRuleControllerUpdate(
-    data: TransactionRuleControllerUpdateData
-  ): CancelablePromise<TransactionRuleControllerUpdateResponse> {
-    return __request(OpenAPI, {
-      method: 'PUT',
-      url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
-      path: {
-        ruleId: data.ruleId,
-        region: data.region
-      },
-      body: data.requestBody,
-      mediaType: 'application/json',
-      errors: {
-        400: 'Validation failed',
-        401: 'Unauthorized',
-        403: 'Forbidden - not owner of rule',
-        404: 'Rule not found',
-        409: 'Resource conflict - rule is being modified by another process'
-      }
-    });
-  }
-
-  /**
-   * Delete a transaction rule
-   * @param data The data for the request.
-   * @param data.ruleId Rule ID to delete
-   * @param data.region Region code for tenant context
-   * @returns void Rule deleted successfully
-   * @throws ApiError
-   */
-  public static transactionRuleControllerDelete(
-    data: TransactionRuleControllerDeleteData
-  ): CancelablePromise<TransactionRuleControllerDeleteResponse> {
-    return __request(OpenAPI, {
-      method: 'DELETE',
-      url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
-      path: {
-        ruleId: data.ruleId,
-        region: data.region
-      },
-      errors: {
-        401: 'Unauthorized',
-        403: 'Forbidden - not owner of rule',
-        404: 'Rule not found',
-        409: 'Resource conflict - rule is being modified by another process'
-      }
-    });
-  }
-
-  /**
-   * Test rule matching
-   * @param data The data for the request.
-   * @param data.ruleId Rule ID to test
-   * @param data.region Region code for tenant context
-   * @param data.requestBody
-   * @returns TestRuleResponseDto Test result
-   * @throws ApiError
-   */
-  public static transactionRuleControllerTest(
-    data: TransactionRuleControllerTestData
-  ): CancelablePromise<TransactionRuleControllerTestResponse> {
-    return __request(OpenAPI, {
-      method: 'POST',
-      url: '/api/v1/{region}/bean/transaction-rules/{ruleId}/test',
-      path: {
-        ruleId: data.ruleId,
-        region: data.region
-      },
-      body: data.requestBody,
-      mediaType: 'application/json',
-      errors: {
-        401: 'Unauthorized',
-        403: 'Forbidden - not owner of rule',
-        404: 'Rule not found'
-      }
-    });
-  }
-}
-
-export class UsersService {
-  /**
-   * Delete own user account
-   * @param data The data for the request.
-   * @param data.requestBody
-   * @returns void User deleted successfully
-   * @throws ApiError
-   */
-  public static userControllerDeleteOwnUser(
-    data: UserControllerDeleteOwnUserData
-  ): CancelablePromise<UserControllerDeleteOwnUserResponse> {
-    return __request(OpenAPI, {
-      method: 'DELETE',
-      url: '/api/v1/users',
-      body: data.requestBody,
-      mediaType: 'application/json',
-      errors: {
-        403: 'Invalid access token'
-      }
-    });
-  }
-
-  /**
-   * Get current authenticated user
-   * @param data The data for the request.
-   * @param data.acceptLanguage
-   * @returns unknown User retrieved successfully
-   * @throws ApiError
-   */
-  public static userControllerGetUser(
-    data: UserControllerGetUserData
-  ): CancelablePromise<UserControllerGetUserResponse> {
-    return __request(OpenAPI, {
-      method: 'GET',
-      url: '/api/v1/users',
-      headers: {
-        'accept-language': data.acceptLanguage
-      }
-    });
-  }
-
-  /**
-   * Sign up new user
-   * Create a new account with auto-generated access token. Protected by Cloudflare Turnstile to prevent automated signup (when enabled).
-   * @param data The data for the request.
-   * @param data.requestBody
-   * @returns SignupResponseDto User created successfully
+   * @param data.requestBody
+   * @returns SignupResponseDto User created successfully
    * @throws ApiError
    */
   public static userControllerSignupUser(
@@ -2694,158 +2580,307 @@ export class PropertiesService {
   }
 }
 
-export class ReportingService {
+export class BeanTransactionRulesService {
   /**
-   * Get portfolio value trends
-   *
-   * Returns time series data of portfolio net worth.
-   *
-   * **Multi-currency Support:**
-   * - `series[].byCurrency` - Currency breakdown for each data point
-   * - `byCurrency` - Separate time series grouped by currency
-   * - `warnings` - Exchange rate warnings if conversion failed
-   *
-   * **Parameters:**
-   * - `period`: Time period (1m, 3m, 6m, 1y)
-   * - `granularity`: Data granularity (day, week, month)
-   *
+   * Create a new transaction rule (or upsert if upsertByPayee=true)
+   * Creates a new rule. If upsertByPayee=true, updates existing rule matching payeeKeywords[0] instead of creating duplicate.
    * @param data The data for the request.
    * @param data.region Region code for tenant context
-   * @param data.period Time period
-   * @param data.granularity Data granularity
-   * @returns PortfolioTrendsResponseDto Trends retrieved successfully
+   * @param data.requestBody
+   * @returns TransactionRuleResponseDto Rule updated successfully (upsert mode)
    * @throws ApiError
    */
-  public static reportingControllerGetPortfolioTrends(
-    data: ReportingControllerGetPortfolioTrendsData
-  ): CancelablePromise<ReportingControllerGetPortfolioTrendsResponse> {
+  public static transactionRuleControllerCreate(
+    data: TransactionRuleControllerCreateData
+  ): CancelablePromise<TransactionRuleControllerCreateResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/{region}/bean/transaction-rules',
+      path: {
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        400: 'Validation failed',
+        401: 'Unauthorized',
+        409: 'Resource conflict - another process is updating this rule'
+      }
+    });
+  }
+
+  /**
+   * Get all transaction rules for user
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context
+   * @param data.limit Max results per page (default: 20, max: 100)
+   * @param data.offset Pagination offset (default: 0)
+   * @param data.enabled Filter by enabled status
+   * @param data.learningSource Filter by learning source. Omit this parameter or pass empty string to get manually created rules (learningSource is null in database).
+   * @param data.autoApplyEnabled Filter by auto-apply status
+   * @returns TransactionRuleListResponseDto List of rules
+   * @throws ApiError
+   */
+  public static transactionRuleControllerList(
+    data: TransactionRuleControllerListData
+  ): CancelablePromise<TransactionRuleControllerListResponse> {
     return __request(OpenAPI, {
       method: 'GET',
-      url: '/api/v1/{region}/reporting/portfolio/trends',
+      url: '/api/v1/{region}/bean/transaction-rules',
       path: {
         region: data.region
       },
       query: {
-        period: data.period,
-        granularity: data.granularity
+        limit: data.limit,
+        offset: data.offset,
+        enabled: data.enabled,
+        learningSource: data.learningSource,
+        autoApplyEnabled: data.autoApplyEnabled
       },
       errors: {
-        401: 'User not authenticated'
+        401: 'Unauthorized'
       }
     });
   }
 
   /**
-   * Get cash-flow trends
-   *
-   * Monthly income / expense / netSavings over a fixed N-month window
-   * (current month + N−1 prior). Missing months are zero-filled (flow metric).
-   *
-   * **Parameters:**
-   * - `period`: 1m | 3m | 6m | 1y (default 6m)
-   * - `granularity`: accepted for API symmetry; v1 returns month buckets
-   *
+   * Validate transaction rule configuration
    * @param data The data for the request.
    * @param data.region Region code for tenant context
-   * @param data.period Time period
-   * @param data.granularity Data granularity (accepted for API symmetry; v1 returns month buckets)
-   * @returns CashFlowTrendsResponseDto Cash-flow trends retrieved successfully
+   * @param data.requestBody
+   * @returns ValidateRuleResponseDto Validation result
    * @throws ApiError
    */
-  public static reportingControllerGetCashFlowTrends(
-    data: ReportingControllerGetCashFlowTrendsData
-  ): CancelablePromise<ReportingControllerGetCashFlowTrendsResponse> {
+  public static transactionRuleControllerValidate(
+    data: TransactionRuleControllerValidateData
+  ): CancelablePromise<TransactionRuleControllerValidateResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/{region}/bean/transaction-rules/validate',
+      path: {
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        400: 'Validation failed',
+        401: 'Unauthorized'
+      }
+    });
+  }
+
+  /**
+   * Bulk create transaction rules
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context
+   * @param data.requestBody
+   * @returns BulkCreateRulesResponseDto Bulk create completed
+   * @throws ApiError
+   */
+  public static transactionRuleControllerBulkCreate(
+    data: TransactionRuleControllerBulkCreateData
+  ): CancelablePromise<TransactionRuleControllerBulkCreateResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/{region}/bean/transaction-rules/bulk',
+      path: {
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        400: 'Invalid bulk create data',
+        401: 'Unauthorized'
+      }
+    });
+  }
+
+  /**
+   * Export transaction rules
+   * @param data The data for the request.
+   * @param data.format Export format (currently only JSON supported)
+   * @param data.region Region code for tenant context
+   * @returns ExportRulesResponseDto Exported rules
+   * @throws ApiError
+   */
+  public static transactionRuleControllerExport(
+    data: TransactionRuleControllerExportData
+  ): CancelablePromise<TransactionRuleControllerExportResponse> {
     return __request(OpenAPI, {
       method: 'GET',
-      url: '/api/v1/{region}/reporting/cash-flow/trends',
+      url: '/api/v1/{region}/bean/transaction-rules/export/{format}',
       path: {
+        format: data.format,
         region: data.region
       },
-      query: {
+      errors: {
+        400: 'Unsupported format',
+        401: 'Unauthorized'
+      }
+    });
+  }
+
+  /**
+   * Get transaction rule statistics
+   * @param data The data for the request.
+   * @param data.period Statistics time period
+   * @param data.region Region code for tenant context
+   * @returns RuleStatisticsResponseDto Rule statistics
+   * @throws ApiError
+   */
+  public static transactionRuleControllerGetStatistics(
+    data: TransactionRuleControllerGetStatisticsData
+  ): CancelablePromise<TransactionRuleControllerGetStatisticsResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/{region}/bean/transaction-rules/statistics/{period}',
+      path: {
         period: data.period,
-        granularity: data.granularity
+        region: data.region
       },
       errors: {
-        401: 'User not authenticated'
+        401: 'Unauthorized'
       }
     });
   }
 
   /**
-   * Generate portfolio snapshot
-   *
-   * Manually generate a portfolio snapshot for a specific date.
-   *
-   * **Multi-currency Support:**
-   * - Fetches balances grouped by currency
-   * - Uses user's baseCurrency setting for conversion
-   * - Stores exchange rates and warnings
-   *
-   * **Use Cases:**
-   * - Testing snapshot generation
-   * - Force regeneration after data correction
-   * - Initial setup for new users
-   *
+   * Get transaction rule detail
    * @param data The data for the request.
+   * @param data.ruleId Rule ID
    * @param data.region Region code for tenant context
-   * @param data.requestBody Optional date (defaults to today)
-   * @returns GenerateSnapshotResponse Snapshot generated successfully
+   * @returns TransactionRuleResponseDto Rule details
    * @throws ApiError
    */
-  public static reportingControllerGenerateSnapshot(
-    data: ReportingControllerGenerateSnapshotData
-  ): CancelablePromise<ReportingControllerGenerateSnapshotResponse> {
+  public static transactionRuleControllerGetDetail(
+    data: TransactionRuleControllerGetDetailData
+  ): CancelablePromise<TransactionRuleControllerGetDetailResponse> {
     return __request(OpenAPI, {
-      method: 'POST',
-      url: '/api/v1/{region}/reporting/snapshots/generate',
+      method: 'GET',
+      url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
+      path: {
+        ruleId: data.ruleId,
+        region: data.region
+      },
+      errors: {
+        401: 'Unauthorized',
+        403: 'Forbidden - not owner of rule',
+        404: 'Rule not found'
+      }
+    });
+  }
+
+  /**
+   * Update a transaction rule
+   * @param data The data for the request.
+   * @param data.ruleId Rule ID to update
+   * @param data.region Region code for tenant context
+   * @param data.requestBody
+   * @returns TransactionRuleResponseDto Rule updated successfully
+   * @throws ApiError
+   */
+  public static transactionRuleControllerUpdate(
+    data: TransactionRuleControllerUpdateData
+  ): CancelablePromise<TransactionRuleControllerUpdateResponse> {
+    return __request(OpenAPI, {
+      method: 'PUT',
+      url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
       path: {
+        ruleId: data.ruleId,
         region: data.region
       },
       body: data.requestBody,
       mediaType: 'application/json',
       errors: {
-        400: 'Invalid date format',
-        401: 'User not authenticated'
+        400: 'Validation failed',
+        401: 'Unauthorized',
+        403: 'Forbidden - not owner of rule',
+        404: 'Rule not found',
+        409: 'Resource conflict - rule is being modified by another process'
       }
     });
   }
 
   /**
-   * Backfill portfolio snapshots
-   *
-   * Generate snapshots for a date range (historical data backfill).
-   *
-   * **Multi-currency Support:**
-   * - Each snapshot includes multi-currency data
-   * - Uses exchange rates available at generation time
-   * - Warnings stored for missing exchange rates
-   *
-   * **Best Practices:**
-   * - Use for initial setup after account configuration
-   * - Run during low-traffic periods for large date ranges
-   * - Existing snapshots are skipped (not regenerated)
-   *
+   * Delete a transaction rule
    * @param data The data for the request.
+   * @param data.ruleId Rule ID to delete
+   * @param data.region Region code for tenant context
+   * @returns void Rule deleted successfully
+   * @throws ApiError
+   */
+  public static transactionRuleControllerDelete(
+    data: TransactionRuleControllerDeleteData
+  ): CancelablePromise<TransactionRuleControllerDeleteResponse> {
+    return __request(OpenAPI, {
+      method: 'DELETE',
+      url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
+      path: {
+        ruleId: data.ruleId,
+        region: data.region
+      },
+      errors: {
+        401: 'Unauthorized',
+        403: 'Forbidden - not owner of rule',
+        404: 'Rule not found',
+        409: 'Resource conflict - rule is being modified by another process'
+      }
+    });
+  }
+
+  /**
+   * Test rule matching
+   * @param data The data for the request.
+   * @param data.ruleId Rule ID to test
    * @param data.region Region code for tenant context
    * @param data.requestBody
-   * @returns BackfillSnapshotsResponse Backfill completed successfully
+   * @returns TestRuleResponseDto Test result
    * @throws ApiError
    */
-  public static reportingControllerBackfillSnapshots(
-    data: ReportingControllerBackfillSnapshotsData
-  ): CancelablePromise<ReportingControllerBackfillSnapshotsResponse> {
+  public static transactionRuleControllerTest(
+    data: TransactionRuleControllerTestData
+  ): CancelablePromise<TransactionRuleControllerTestResponse> {
     return __request(OpenAPI, {
       method: 'POST',
-      url: '/api/v1/{region}/reporting/snapshots/backfill',
+      url: '/api/v1/{region}/bean/transaction-rules/{ruleId}/test',
       path: {
+        ruleId: data.ruleId,
         region: data.region
       },
       body: data.requestBody,
       mediaType: 'application/json',
       errors: {
-        400: 'Invalid date format or range',
-        401: 'User not authenticated',
-        409: 'Backfill already in progress for this user'
+        401: 'Unauthorized',
+        403: 'Forbidden - not owner of rule',
+        404: 'Rule not found'
+      }
+    });
+  }
+}
+
+export class BeanCategoryCatalogService {
+  /**
+   * List category catalog for a region
+   * 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.
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context
+   * @param data.scenario Filter by scenario
+   * @param data.routeBearing Filter by routeBearing (entity-router route() consumes it)
+   * @returns CategoryCatalogListResponseDto Category catalog retrieved successfully
+   * @throws ApiError
+   */
+  public static categoryCatalogControllerList(
+    data: CategoryCatalogControllerListData
+  ): CancelablePromise<CategoryCatalogControllerListResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/{region}/bean/categories',
+      path: {
+        region: data.region
+      },
+      query: {
+        scenario: data.scenario,
+        routeBearing: data.routeBearing
       }
     });
   }
@@ -3726,13 +3761,20 @@ export class BeanPlatformsService {
 
   /**
    * Get platform list for current user
+   * @param data The data for the request.
+   * @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").
    * @returns PlatformListItemDto List of platforms with user binding status
    * @throws ApiError
    */
-  public static platformControllerGetPlatformList(): CancelablePromise<PlatformControllerGetPlatformListResponse> {
+  public static platformControllerGetPlatformList(
+    data: PlatformControllerGetPlatformListData = {}
+  ): CancelablePromise<PlatformControllerGetPlatformListResponse> {
     return __request(OpenAPI, {
       method: 'GET',
-      url: '/api/v1/bean/platforms/list'
+      url: '/api/v1/bean/platforms/list',
+      query: {
+        region: data.region
+      }
     });
   }
 
@@ -3740,7 +3782,7 @@ export class BeanPlatformsService {
    * Match platforms by name or alias
    * @param data The data for the request.
    * @param data.q Search query — Chinese name, English name, or abbreviation
-   * @param data.region Region code for category override lookup
+   * @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").
    * @returns PlatformMatchResponseDto Matching platforms with overall match type and truncation flag
    * @throws ApiError
    */
@@ -4169,3 +4211,53 @@ export class InfoService {
     });
   }
 }
+
+export class MarketDataService {
+  /**
+   * Search market symbols by name or code
+   * Ranked search over the openbb catalog. Empty `q` returns [].
+   * @param data The data for the request.
+   * @param data.q Search term — matched against symbol and instrument name. Empty string returns [].
+   * @param data.limit Maximum number of results (clamped 1..50)
+   * @param data.exchange Filter by exchange code (e.g. US, HK, SS, SZ)
+   * @param data.assetType Filter by OpenBB asset_type (e.g. stock, etf)
+   * @returns SymbolSearchResultDto Ranked search results
+   * @throws ApiError
+   */
+  public static symbolControllerSearch(
+    data: SymbolControllerSearchData
+  ): CancelablePromise<SymbolControllerSearchResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/market/symbols/search',
+      query: {
+        q: data.q,
+        limit: data.limit,
+        exchange: data.exchange,
+        assetType: data.assetType
+      }
+    });
+  }
+
+  /**
+   * Get a market symbol quote
+   * @param data The data for the request.
+   * @param data.symbol
+   * @returns SymbolQuoteDto Symbol quote
+   * @throws ApiError
+   */
+  public static symbolControllerGetQuote(
+    data: SymbolControllerGetQuoteData
+  ): CancelablePromise<SymbolControllerGetQuoteResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/market/symbols/{symbol}/quote',
+      path: {
+        symbol: data.symbol
+      },
+      errors: {
+        404: 'Symbol not found in the openbb catalog'
+      }
+    });
+  }
+}