@firela/api-types 0.0.0-canary.45a6cc23 → 0.0.0-canary.4e3af49c
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/index.d.mts +2186 -1591
- package/dist/index.d.ts +2186 -1591
- package/dist/index.js +28 -2
- package/dist/index.mjs +28 -2
- package/package.json +1 -1
- package/src/generated/schemas.gen.ts +3400 -2748
- package/src/generated/services.gen.ts +1219 -940
- package/src/generated/types.gen.ts +2335 -1601
package/dist/index.d.mts
CHANGED
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@@ -27,13 +27,9 @@ type CreateAccountDto = {
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*/
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path: string;
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/**
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-
*
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* Account open date (server defaults to today)
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*/
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-
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/**
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* Account open date
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*/
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openDate: string;
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openDate?: string;
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/**
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* Allowed currencies (null = no restriction)
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*/
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@@ -50,18 +46,14 @@ type CreateAccountDto = {
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* Whether this is a custom (user-created) account
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*/
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isCustom?: boolean;
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/**
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* i18n key for display name (overrides template)
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*/
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i18nKey?: string;
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/**
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* Icon identifier (overrides template)
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*/
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icon?: string;
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/**
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*
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* Open directive metadata (NOT an opening-balance amount — use the opening-balance endpoint)
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*/
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-
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openDirectiveMeta?: {
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[key: string]: unknown;
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};
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/**
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@@ -82,14 +74,14 @@ type AccountResponseDto = {
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* Account path (hierarchical, colon-separated)
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*/
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path: string;
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/**
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* Display name distinguishing multiple accounts at the same path
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*/
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displayName: string;
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/**
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* Account type (root segment)
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*/
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type: 'Assets' | 'Liabilities' | 'Income' | 'Expenses' | 'Equity';
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/**
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* 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.
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*/
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assetSubClass?: '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' | 'OTHER' | null;
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/**
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* Account status
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*/
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@@ -119,17 +111,17 @@ type AccountResponseDto = {
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*/
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isCustom: boolean;
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/**
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-
*
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* Localized display name (ADR-0114, read-time projection)
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*/
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-
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displayName?: string;
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/**
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* Icon identifier
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*/
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icon?: string;
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/**
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-
*
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* Open directive metadata (ADR-0115 Decision 9)
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*/
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-
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openDirectiveMeta?: {
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[key: string]: unknown;
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};
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/**
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@@ -157,6 +149,10 @@ type AccountResponseDto = {
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* Account type (root segment)
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*/
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type type = 'Assets' | 'Liabilities' | 'Income' | 'Expenses' | 'Equity';
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/**
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* 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.
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*/
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type assetSubClass = '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' | 'OTHER';
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/**
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* Account status
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*/
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@@ -172,10 +168,6 @@ type AccountListResponseDto = {
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total: number;
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};
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type UpdateAccountDto = {
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/**
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* Display name to distinguish accounts at the same path
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*/
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displayName?: string;
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/**
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* Allowed currencies (null = no restriction)
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*/
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@@ -184,18 +176,14 @@ type UpdateAccountDto = {
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* Booking method for cost basis
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*/
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bookingMethod?: 'FIFO' | 'LIFO' | 'HIFO' | 'AVERAGE' | 'STRICT' | 'STRICT_WITH_SIZE' | 'NONE';
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/**
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* i18n key for display name
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*/
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i18nKey?: string;
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/**
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* Icon identifier
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*/
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icon?: string;
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/**
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*
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* Open directive metadata (merged with existing; NOT an opening-balance amount)
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*/
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-
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openDirectiveMeta?: {
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[key: string]: unknown;
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};
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/**
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@@ -221,6 +209,26 @@ type ReopenAccountDto = {
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*/
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reopenDate?: string;
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};
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type CreateOpeningBalanceDto = {
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/**
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* Opening balance amount (non-negative)
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*/
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amount: number;
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/**
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* Currency code
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*/
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currency: string;
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/**
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* Opening-balance date (defaults to now)
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*/
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date?: string;
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};
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type OpeningBalanceResultDto = {
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/**
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* Created opening-balance transaction id.
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*/
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transactionId: string;
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};
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type AccountStandardResponseDto = {
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/**
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* Account path (hierarchical, colon-separated)
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@@ -230,10 +238,6 @@ type AccountStandardResponseDto = {
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* Account type in Beancount hierarchy
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*/
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type: 'Assets' | 'Liabilities' | 'Income' | 'Expenses' | 'Equity';
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-
/**
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* i18n key for localized display name
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-
*/
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i18nKey: string;
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/**
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* Short localized display name
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*/
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@@ -266,10 +270,6 @@ type AccountStandardListResponseDto = {
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region: string;
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};
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type TemplateMetadataDto = {
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/**
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* Whether this path can be extended
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*/
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extendable: boolean;
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/**
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* Root account type
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*/
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@@ -779,6 +779,48 @@ type flag2 = 'CLEARED' | 'PENDING' | 'PADDING' | 'SUMMARIZE' | 'TRANSFER' | 'CON
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* Transaction status
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*/
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type status2 = 'ACTIVE' | 'VOIDED' | 'SUPERSEDED';
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type BalanceByCurrencyDto = {
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783
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/**
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784
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* ISO 4217 currency code
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785
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*/
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786
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currency: string;
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787
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/**
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788
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* Balance amount
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*/
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balance: string;
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791
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};
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792
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type ExchangeRateWarningDto = {
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793
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/**
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794
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* Warning type
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795
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*/
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796
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type: string;
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797
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/**
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798
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* Currency without exchange rate
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799
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*/
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800
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currency: string;
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801
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/**
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802
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* Total amount affected
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803
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*/
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804
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totalAmount: string;
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805
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};
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806
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+
type TransactionListSummaryDto = {
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807
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/**
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808
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* Partial converted total in base currency (rated currencies only, raw Beancount sign). When warnings is non-empty this excludes currencies missing an FX rate; may be "0.00" if ALL non-base currencies lack a rate. Converted at the dateTo (or current) available rate.
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809
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*/
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810
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totalAmount: string;
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811
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/**
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812
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* Base currency (ISO 4217)
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813
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*/
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814
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currency: string;
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815
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/**
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816
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* Raw (unconverted) balance per currency
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817
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*/
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818
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balanceByCurrency: Array<BalanceByCurrencyDto>;
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819
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+
/**
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820
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* Currencies missing an FX rate (omitted when empty)
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821
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+
*/
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822
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warnings?: Array<ExchangeRateWarningDto>;
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823
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};
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824
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type TransactionListResponseDto = {
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783
825
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/**
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784
826
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* List of transactions
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@@ -796,6 +838,10 @@ type TransactionListResponseDto = {
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796
838
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* Number of items skipped
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797
839
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*/
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798
840
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offset: number;
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841
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+
/**
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842
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* Amount summary for the full filtered set (#514). Present only when the request has a single account OR category viewpoint; omitted for search-only / plain-list / dual-perspective requests.
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843
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*/
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844
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summary?: TransactionListSummaryDto;
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799
845
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};
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800
846
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type TagSuggestionDto = {
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801
847
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/**
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@@ -1642,6 +1688,104 @@ type UpdateCommodityDto = {
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1642
1688
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[key: string]: unknown;
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1643
1689
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};
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1644
1690
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};
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1691
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+
type CreateBeanPriceDto = {
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1692
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/**
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1693
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* Currency being priced (e.g., USD, AAPL, BTC)
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1694
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+
*/
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1695
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+
currency: string;
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1696
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/**
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1697
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* Quote currency (pricing currency, e.g., CNY, EUR)
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1698
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*/
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1699
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quoteCurrency: string;
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1700
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+
/**
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1701
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* Price amount (MUST be >= 0 per Beancount spec, supports up to 15 decimal places). Zero allowed for conversion entries, negative strictly prohibited.
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1702
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+
*/
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1703
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amount: number;
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1704
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/**
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1705
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* Price date (ISO 8601 format)
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1706
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*/
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1707
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date: string;
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1708
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/**
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1709
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* Metadata (validated by Zod schema, max field lengths enforced)
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1710
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*/
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1711
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metadata?: {
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1712
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[key: string]: unknown;
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1713
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};
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1714
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};
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1715
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type PriceResponseDto = {
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1716
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/**
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1717
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* Unique identifier
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1718
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*/
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1719
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id: string;
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1720
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/**
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1721
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* User ID (owner of the price)
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1722
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*/
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1723
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userId: string;
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1724
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/**
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1725
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* Currency being priced (e.g., USD, AAPL, BTC)
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1726
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+
*/
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1727
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currency: string;
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1728
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+
/**
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1729
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* Quote currency (pricing currency, e.g., USD, CNY)
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1730
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*/
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1731
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quoteCurrency: string;
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1732
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+
/**
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1733
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* Price amount (corresponds to Beancount Amount.number). Supports up to 15 decimal places.
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1734
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+
*/
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1735
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amount: number;
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1736
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/**
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1737
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* Price date (ISO 8601 format). Represents the date this price was valid.
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1738
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+
*/
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1739
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date: string;
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1740
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+
/**
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1741
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* Metadata (corresponds to Beancount meta field). Contains source, confidence, note, etc.
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1742
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+
*/
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1743
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meta: {
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1744
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[key: string]: unknown;
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1745
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+
};
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1746
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+
/**
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1747
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* Creation timestamp
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1748
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+
*/
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1749
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createdAt: string;
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1750
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+
/**
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1751
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* Last update timestamp
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1752
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*/
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1753
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updatedAt: string;
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1754
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+
};
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1755
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+
type PriceListResponseDto = {
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1756
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+
/**
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1757
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* List of prices
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1758
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+
*/
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1759
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+
items: Array<PriceResponseDto>;
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1760
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+
/**
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1761
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* Total number of prices
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1762
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+
*/
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1763
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total: number;
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1764
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+
};
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1765
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+
type UpdateBeanPriceDto = {
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1766
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+
/**
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1767
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* Currency being priced
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1768
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+
*/
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1769
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currency?: string;
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1770
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+
/**
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1771
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* Quote currency (pricing currency)
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1772
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+
*/
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1773
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+
quoteCurrency?: string;
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1774
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+
/**
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1775
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+
* Price amount (MUST be >= 0 per Beancount spec)
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1776
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+
*/
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1777
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amount?: number;
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1778
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+
/**
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1779
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* Price date (ISO 8601 format)
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1780
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+
*/
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1781
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+
date?: string;
|
|
1782
|
+
/**
|
|
1783
|
+
* Metadata
|
|
1784
|
+
*/
|
|
1785
|
+
metadata?: {
|
|
1786
|
+
[key: string]: unknown;
|
|
1787
|
+
};
|
|
1788
|
+
};
|
|
1645
1789
|
type CreateRecurringRuleDto = {
|
|
1646
1790
|
/**
|
|
1647
1791
|
* Rule name (unique per user)
|
|
@@ -2239,76 +2383,368 @@ type ForecastResponseDto = {
|
|
|
2239
2383
|
*/
|
|
2240
2384
|
periodEnd: string;
|
|
2241
2385
|
};
|
|
2242
|
-
type
|
|
2243
|
-
name: string;
|
|
2244
|
-
description?: string;
|
|
2245
|
-
narrationKeywords?: Array<unknown[]>;
|
|
2246
|
-
payeeKeywords?: Array<unknown[]>;
|
|
2247
|
-
categoryKeywords?: Array<unknown[]>;
|
|
2386
|
+
type CurrencyBalanceDto = {
|
|
2248
2387
|
/**
|
|
2249
|
-
*
|
|
2388
|
+
* ISO 4217 currency code
|
|
2250
2389
|
*/
|
|
2251
|
-
|
|
2390
|
+
currency: string;
|
|
2252
2391
|
/**
|
|
2253
|
-
*
|
|
2392
|
+
* Balance amount
|
|
2254
2393
|
*/
|
|
2255
|
-
|
|
2256
|
-
|
|
2394
|
+
balance: string;
|
|
2395
|
+
};
|
|
2396
|
+
type TimeSeriesPointDto = {
|
|
2257
2397
|
/**
|
|
2258
|
-
*
|
|
2398
|
+
* Date in YYYY-MM-DD format
|
|
2259
2399
|
*/
|
|
2260
|
-
|
|
2400
|
+
date: string;
|
|
2261
2401
|
/**
|
|
2262
|
-
*
|
|
2402
|
+
* Value at this date (in base currency)
|
|
2263
2403
|
*/
|
|
2264
|
-
|
|
2265
|
-
|
|
2266
|
-
|
|
2267
|
-
|
|
2404
|
+
value: string;
|
|
2405
|
+
/**
|
|
2406
|
+
* Change from previous point
|
|
2407
|
+
*/
|
|
2408
|
+
change?: {
|
|
2268
2409
|
[key: string]: unknown;
|
|
2269
2410
|
};
|
|
2270
2411
|
/**
|
|
2271
|
-
*
|
|
2412
|
+
* Total assets at this date (in base currency)
|
|
2272
2413
|
*/
|
|
2273
|
-
|
|
2274
|
-
};
|
|
2275
|
-
type matchLogic = 'OR' | 'AND';
|
|
2276
|
-
type AmountRangeDto = {
|
|
2414
|
+
assets?: string;
|
|
2277
2415
|
/**
|
|
2278
|
-
*
|
|
2416
|
+
* Total liabilities at this date (in base currency)
|
|
2279
2417
|
*/
|
|
2280
|
-
|
|
2418
|
+
liabilities?: string;
|
|
2281
2419
|
/**
|
|
2282
|
-
*
|
|
2420
|
+
* Multi-currency breakdown for this point
|
|
2283
2421
|
*/
|
|
2284
|
-
|
|
2422
|
+
byCurrency?: Array<CurrencyBalanceDto>;
|
|
2285
2423
|
};
|
|
2286
|
-
type
|
|
2424
|
+
type TrendSummaryDto = {
|
|
2287
2425
|
/**
|
|
2288
|
-
*
|
|
2426
|
+
* Value at start of period
|
|
2289
2427
|
*/
|
|
2290
|
-
|
|
2428
|
+
startValue: string;
|
|
2291
2429
|
/**
|
|
2292
|
-
*
|
|
2430
|
+
* Value at end of period
|
|
2293
2431
|
*/
|
|
2294
|
-
|
|
2432
|
+
endValue: string;
|
|
2295
2433
|
/**
|
|
2296
|
-
*
|
|
2434
|
+
* Total change over period
|
|
2297
2435
|
*/
|
|
2298
|
-
|
|
2436
|
+
totalChange: string;
|
|
2299
2437
|
/**
|
|
2300
|
-
*
|
|
2438
|
+
* Total change percentage
|
|
2301
2439
|
*/
|
|
2302
|
-
|
|
2440
|
+
totalChangePercentage: string;
|
|
2441
|
+
};
|
|
2442
|
+
type MultiCurrencyPointDto = {
|
|
2303
2443
|
/**
|
|
2304
|
-
*
|
|
2444
|
+
* Date in YYYY-MM-DD format
|
|
2305
2445
|
*/
|
|
2306
|
-
|
|
2446
|
+
date: string;
|
|
2307
2447
|
/**
|
|
2308
|
-
*
|
|
2448
|
+
* Balances by currency
|
|
2309
2449
|
*/
|
|
2310
|
-
|
|
2311
|
-
|
|
2450
|
+
byCurrency: Array<CurrencyBalanceDto>;
|
|
2451
|
+
};
|
|
2452
|
+
type PortfolioTrendsResponseDto = {
|
|
2453
|
+
/**
|
|
2454
|
+
* Time series data points
|
|
2455
|
+
*/
|
|
2456
|
+
series: Array<TimeSeriesPointDto>;
|
|
2457
|
+
/**
|
|
2458
|
+
* Period summary
|
|
2459
|
+
*/
|
|
2460
|
+
summary: TrendSummaryDto;
|
|
2461
|
+
/**
|
|
2462
|
+
* Period requested
|
|
2463
|
+
*/
|
|
2464
|
+
period: string;
|
|
2465
|
+
/**
|
|
2466
|
+
* Data granularity
|
|
2467
|
+
*/
|
|
2468
|
+
granularity: string;
|
|
2469
|
+
/**
|
|
2470
|
+
* Base currency for converted values
|
|
2471
|
+
*/
|
|
2472
|
+
currency: string;
|
|
2473
|
+
/**
|
|
2474
|
+
* Multi-currency time series (each point has currency breakdown)
|
|
2475
|
+
*/
|
|
2476
|
+
byCurrency?: Array<MultiCurrencyPointDto>;
|
|
2477
|
+
/**
|
|
2478
|
+
* Exchange rate warnings
|
|
2479
|
+
*/
|
|
2480
|
+
warnings?: Array<ExchangeRateWarningDto>;
|
|
2481
|
+
};
|
|
2482
|
+
type CashFlowPointDto = {
|
|
2483
|
+
/**
|
|
2484
|
+
* Month key (YYYY-MM)
|
|
2485
|
+
*/
|
|
2486
|
+
month: string;
|
|
2487
|
+
/**
|
|
2488
|
+
* Income in base currency (absolute, converted)
|
|
2489
|
+
*/
|
|
2490
|
+
income: string;
|
|
2491
|
+
/**
|
|
2492
|
+
* Expense in base currency (absolute, converted)
|
|
2493
|
+
*/
|
|
2494
|
+
expense: string;
|
|
2495
|
+
/**
|
|
2496
|
+
* netSavings = income − expense (savings positive)
|
|
2497
|
+
*/
|
|
2498
|
+
netSavings: string;
|
|
2499
|
+
};
|
|
2500
|
+
type CashFlowTrendSummaryDto = {
|
|
2501
|
+
/**
|
|
2502
|
+
* Total income across the period
|
|
2503
|
+
*/
|
|
2504
|
+
totalIncome: string;
|
|
2505
|
+
/**
|
|
2506
|
+
* Total expense across the period
|
|
2507
|
+
*/
|
|
2508
|
+
totalExpense: string;
|
|
2509
|
+
/**
|
|
2510
|
+
* income − expense across the period
|
|
2511
|
+
*/
|
|
2512
|
+
totalNetSavings: string;
|
|
2513
|
+
/**
|
|
2514
|
+
* totalNetSavings divided by the window length (N months, incl. zero-filled)
|
|
2515
|
+
*/
|
|
2516
|
+
averageMonthlyNetSavings: string;
|
|
2517
|
+
};
|
|
2518
|
+
type CashFlowTrendsResponseDto = {
|
|
2519
|
+
/**
|
|
2520
|
+
* Monthly cash-flow series (fixed N-month window, zero-filled)
|
|
2521
|
+
*/
|
|
2522
|
+
series: Array<CashFlowPointDto>;
|
|
2523
|
+
/**
|
|
2524
|
+
* Period totals
|
|
2525
|
+
*/
|
|
2526
|
+
summary: CashFlowTrendSummaryDto;
|
|
2527
|
+
/**
|
|
2528
|
+
* Period requested
|
|
2529
|
+
*/
|
|
2530
|
+
period: string;
|
|
2531
|
+
/**
|
|
2532
|
+
* Data granularity (v1 returns month buckets)
|
|
2533
|
+
*/
|
|
2534
|
+
granularity: string;
|
|
2535
|
+
/**
|
|
2536
|
+
* Base currency for converted values
|
|
2537
|
+
*/
|
|
2538
|
+
currency: string;
|
|
2539
|
+
/**
|
|
2540
|
+
* Exchange rate warnings (e.g. missing rate for a currency)
|
|
2541
|
+
*/
|
|
2542
|
+
warnings?: Array<ExchangeRateWarningDto>;
|
|
2543
|
+
};
|
|
2544
|
+
type GenerateSnapshotBody = unknown;
|
|
2545
|
+
type GenerateSnapshotResponse = unknown;
|
|
2546
|
+
type BackfillSnapshotsBody = unknown;
|
|
2547
|
+
type BackfillSnapshotsResponse = unknown;
|
|
2548
|
+
type DeleteOwnUserDto = {
|
|
2549
|
+
/**
|
|
2550
|
+
* Access token for user verification
|
|
2551
|
+
*/
|
|
2552
|
+
accessToken: string;
|
|
2553
|
+
};
|
|
2554
|
+
type SignupDto = {
|
|
2555
|
+
/**
|
|
2556
|
+
* Cloudflare Turnstile verification token (optional when Turnstile disabled)
|
|
2557
|
+
*/
|
|
2558
|
+
turnstileToken?: string;
|
|
2559
|
+
};
|
|
2560
|
+
type SignupResponseDto = {
|
|
2561
|
+
/**
|
|
2562
|
+
* JWT auth token
|
|
2563
|
+
*/
|
|
2564
|
+
authToken: string;
|
|
2565
|
+
/**
|
|
2566
|
+
* Auto-generated access token
|
|
2567
|
+
*/
|
|
2568
|
+
accessToken: string;
|
|
2569
|
+
/**
|
|
2570
|
+
* Assigned user role
|
|
2571
|
+
*/
|
|
2572
|
+
role: 'USER' | 'ADMIN' | 'DEMO' | 'INACTIVE' | 'PAID' | 'OPS';
|
|
2573
|
+
};
|
|
2574
|
+
/**
|
|
2575
|
+
* Assigned user role
|
|
2576
|
+
*/
|
|
2577
|
+
type role = 'USER' | 'ADMIN' | 'DEMO' | 'INACTIVE' | 'PAID' | 'OPS';
|
|
2578
|
+
type UpdateUserSettingDto = {
|
|
2579
|
+
/**
|
|
2580
|
+
* Security ID
|
|
2581
|
+
*/
|
|
2582
|
+
secId?: number;
|
|
2583
|
+
/**
|
|
2584
|
+
* Annual interest rate
|
|
2585
|
+
*/
|
|
2586
|
+
annualInterestRate?: number;
|
|
2587
|
+
/**
|
|
2588
|
+
* Currency code
|
|
2589
|
+
*/
|
|
2590
|
+
currency?: string;
|
|
2591
|
+
/**
|
|
2592
|
+
* Base currency code
|
|
2593
|
+
*/
|
|
2594
|
+
baseCurrency?: string;
|
|
2595
|
+
/**
|
|
2596
|
+
* Benchmark symbol
|
|
2597
|
+
*/
|
|
2598
|
+
benchmark?: string;
|
|
2599
|
+
/**
|
|
2600
|
+
* Color scheme
|
|
2601
|
+
*/
|
|
2602
|
+
colorScheme?: 'DARK' | 'LIGHT';
|
|
2603
|
+
/**
|
|
2604
|
+
* Date range filter
|
|
2605
|
+
*/
|
|
2606
|
+
dateRange?: string;
|
|
2607
|
+
/**
|
|
2608
|
+
* Emergency fund amount
|
|
2609
|
+
*/
|
|
2610
|
+
emergencyFund?: number;
|
|
2611
|
+
/**
|
|
2612
|
+
* Account filter IDs
|
|
2613
|
+
*/
|
|
2614
|
+
'filters.accounts'?: Array<string>;
|
|
2615
|
+
/**
|
|
2616
|
+
* Asset class filters
|
|
2617
|
+
*/
|
|
2618
|
+
'filters.assetClasses'?: Array<string>;
|
|
2619
|
+
/**
|
|
2620
|
+
* Data source filter
|
|
2621
|
+
*/
|
|
2622
|
+
'filters.dataSource'?: string;
|
|
2623
|
+
/**
|
|
2624
|
+
* Symbol filter
|
|
2625
|
+
*/
|
|
2626
|
+
'filters.symbol'?: string;
|
|
2627
|
+
/**
|
|
2628
|
+
* Tag filters
|
|
2629
|
+
*/
|
|
2630
|
+
'filters.tags'?: Array<string>;
|
|
2631
|
+
/**
|
|
2632
|
+
* Enable experimental features
|
|
2633
|
+
*/
|
|
2634
|
+
isExperimentalFeatures?: boolean;
|
|
2635
|
+
/**
|
|
2636
|
+
* Enable restricted view mode
|
|
2637
|
+
*/
|
|
2638
|
+
isRestrictedView?: boolean;
|
|
2639
|
+
/**
|
|
2640
|
+
* Language code
|
|
2641
|
+
*/
|
|
2642
|
+
language?: string;
|
|
2643
|
+
/**
|
|
2644
|
+
* Locale code
|
|
2645
|
+
*/
|
|
2646
|
+
locale?: string;
|
|
2647
|
+
/**
|
|
2648
|
+
* Projected total amount
|
|
2649
|
+
*/
|
|
2650
|
+
projectedTotalAmount?: number;
|
|
2651
|
+
/**
|
|
2652
|
+
* Retirement date in ISO 8601 format
|
|
2653
|
+
*/
|
|
2654
|
+
retirementDate?: string;
|
|
2655
|
+
/**
|
|
2656
|
+
* Savings rate percentage
|
|
2657
|
+
*/
|
|
2658
|
+
savingsRate?: number;
|
|
2659
|
+
/**
|
|
2660
|
+
* View mode
|
|
2661
|
+
*/
|
|
2662
|
+
viewMode?: 'DEFAULT' | 'ZEN';
|
|
2663
|
+
};
|
|
2664
|
+
/**
|
|
2665
|
+
* Color scheme
|
|
2666
|
+
*/
|
|
2667
|
+
type colorScheme = 'DARK' | 'LIGHT';
|
|
2668
|
+
/**
|
|
2669
|
+
* View mode
|
|
2670
|
+
*/
|
|
2671
|
+
type viewMode = 'DEFAULT' | 'ZEN';
|
|
2672
|
+
type UpdatePropertyDto = {
|
|
2673
|
+
/**
|
|
2674
|
+
* Property value
|
|
2675
|
+
*/
|
|
2676
|
+
value: string;
|
|
2677
|
+
};
|
|
2678
|
+
type CreateTransactionRuleDto = {
|
|
2679
|
+
name: string;
|
|
2680
|
+
description?: string;
|
|
2681
|
+
narrationKeywords?: Array<unknown[]>;
|
|
2682
|
+
payeeKeywords?: Array<unknown[]>;
|
|
2683
|
+
categoryKeywords?: Array<unknown[]>;
|
|
2684
|
+
/**
|
|
2685
|
+
* Payment method keywords (e.g., HuaBei, YuEBao)
|
|
2686
|
+
*/
|
|
2687
|
+
methodKeywords?: Array<unknown[]>;
|
|
2688
|
+
/**
|
|
2689
|
+
* Destination account for expenses/income (e.g., Expenses:Food:Coffee)
|
|
2690
|
+
*/
|
|
2691
|
+
categoryAccount?: string;
|
|
2692
|
+
matchLogic: 'OR' | 'AND';
|
|
2693
|
+
/**
|
|
2694
|
+
* Minimum transaction amount (inclusive)
|
|
2695
|
+
*/
|
|
2696
|
+
amountMin?: number;
|
|
2697
|
+
/**
|
|
2698
|
+
* Maximum transaction amount (inclusive)
|
|
2699
|
+
*/
|
|
2700
|
+
amountMax?: number;
|
|
2701
|
+
priority: number;
|
|
2702
|
+
additionalTags?: Array<unknown[]>;
|
|
2703
|
+
additionalMetadata?: {
|
|
2704
|
+
[key: string]: unknown;
|
|
2705
|
+
};
|
|
2706
|
+
/**
|
|
2707
|
+
* If true, update existing rule with matching payeeKeywords[0] instead of creating new rule
|
|
2708
|
+
*/
|
|
2709
|
+
upsertByPayee?: boolean;
|
|
2710
|
+
};
|
|
2711
|
+
type matchLogic = 'OR' | 'AND';
|
|
2712
|
+
type AmountRangeDto = {
|
|
2713
|
+
/**
|
|
2714
|
+
* Minimum amount
|
|
2715
|
+
*/
|
|
2716
|
+
min?: number;
|
|
2717
|
+
/**
|
|
2718
|
+
* Maximum amount
|
|
2719
|
+
*/
|
|
2720
|
+
max?: number;
|
|
2721
|
+
};
|
|
2722
|
+
type TransactionRuleResponseDto = {
|
|
2723
|
+
/**
|
|
2724
|
+
* Rule ID
|
|
2725
|
+
*/
|
|
2726
|
+
id: string;
|
|
2727
|
+
/**
|
|
2728
|
+
* Rule name
|
|
2729
|
+
*/
|
|
2730
|
+
name: string;
|
|
2731
|
+
/**
|
|
2732
|
+
* Rule description
|
|
2733
|
+
*/
|
|
2734
|
+
description?: string;
|
|
2735
|
+
/**
|
|
2736
|
+
* Keywords to match in transaction narration
|
|
2737
|
+
*/
|
|
2738
|
+
narrationKeywords: Array<string>;
|
|
2739
|
+
/**
|
|
2740
|
+
* Keywords to match in payee name
|
|
2741
|
+
*/
|
|
2742
|
+
payeeKeywords: Array<string>;
|
|
2743
|
+
/**
|
|
2744
|
+
* Keywords to match in category
|
|
2745
|
+
*/
|
|
2746
|
+
categoryKeywords: Array<string>;
|
|
2747
|
+
/**
|
|
2312
2748
|
* Keywords to match in payment method
|
|
2313
2749
|
*/
|
|
2314
2750
|
methodKeywords: Array<string>;
|
|
@@ -2502,192 +2938,80 @@ type RuleStatisticsResponseDto = {
|
|
|
2502
2938
|
/**
|
|
2503
2939
|
* Average confidence score across all matches
|
|
2504
2940
|
*/
|
|
2505
|
-
averageConfidence: number;
|
|
2506
|
-
/**
|
|
2507
|
-
* Per-rule statistics
|
|
2508
|
-
*/
|
|
2509
|
-
ruleStats: Array<{
|
|
2510
|
-
ruleId?: string;
|
|
2511
|
-
ruleName?: string;
|
|
2512
|
-
matchCount?: number;
|
|
2513
|
-
averageConfidence?: number;
|
|
2514
|
-
}>;
|
|
2515
|
-
};
|
|
2516
|
-
/**
|
|
2517
|
-
* Statistics time period
|
|
2518
|
-
*/
|
|
2519
|
-
type period = '7d' | '30d' | '90d';
|
|
2520
|
-
type UpdateTransactionRuleDto = {
|
|
2521
|
-
name?: string;
|
|
2522
|
-
description?: string;
|
|
2523
|
-
narrationKeywords?: Array<unknown[]>;
|
|
2524
|
-
payeeKeywords?: Array<unknown[]>;
|
|
2525
|
-
categoryKeywords?: Array<unknown[]>;
|
|
2526
|
-
/**
|
|
2527
|
-
* Payment method keywords (e.g., HuaBei, YuEBao)
|
|
2528
|
-
*/
|
|
2529
|
-
methodKeywords?: Array<unknown[]>;
|
|
2530
|
-
/**
|
|
2531
|
-
* Destination account for expenses/income (e.g., Expenses:Food:Coffee)
|
|
2532
|
-
*/
|
|
2533
|
-
categoryAccount?: string;
|
|
2534
|
-
matchLogic?: 'OR' | 'AND';
|
|
2535
|
-
/**
|
|
2536
|
-
* Minimum transaction amount (inclusive)
|
|
2537
|
-
*/
|
|
2538
|
-
amountMin?: number;
|
|
2539
|
-
/**
|
|
2540
|
-
* Maximum transaction amount (inclusive)
|
|
2541
|
-
*/
|
|
2542
|
-
amountMax?: number;
|
|
2543
|
-
priority?: number;
|
|
2544
|
-
/**
|
|
2545
|
-
* Enable or disable the rule
|
|
2546
|
-
*/
|
|
2547
|
-
enabled?: boolean;
|
|
2548
|
-
additionalTags?: Array<unknown[]>;
|
|
2549
|
-
additionalMetadata?: {
|
|
2550
|
-
[key: string]: unknown;
|
|
2551
|
-
};
|
|
2552
|
-
};
|
|
2553
|
-
type TestRuleDto = {
|
|
2554
|
-
narration: string;
|
|
2555
|
-
payee?: string;
|
|
2556
|
-
categoryAccount?: string;
|
|
2557
|
-
amount?: number;
|
|
2558
|
-
currency?: string;
|
|
2559
|
-
};
|
|
2560
|
-
type TestRuleResponseDto = {
|
|
2561
|
-
/**
|
|
2562
|
-
* Rule ID that was tested
|
|
2563
|
-
*/
|
|
2564
|
-
ruleId: string;
|
|
2565
|
-
/**
|
|
2566
|
-
* Whether the rule matched the test data
|
|
2567
|
-
*/
|
|
2568
|
-
matches: boolean;
|
|
2569
|
-
/**
|
|
2570
|
-
* Match confidence score (0-1)
|
|
2571
|
-
*/
|
|
2572
|
-
confidence: number;
|
|
2573
|
-
/**
|
|
2574
|
-
* Details of which fields matched
|
|
2575
|
-
*/
|
|
2576
|
-
matchDetails: {
|
|
2577
|
-
[key: string]: unknown;
|
|
2578
|
-
};
|
|
2579
|
-
};
|
|
2580
|
-
type DeleteOwnUserDto = {
|
|
2581
|
-
/**
|
|
2582
|
-
* Access token for user verification
|
|
2583
|
-
*/
|
|
2584
|
-
accessToken: string;
|
|
2585
|
-
};
|
|
2586
|
-
type SignupDto = {
|
|
2587
|
-
/**
|
|
2588
|
-
* Cloudflare Turnstile verification token (optional when Turnstile disabled)
|
|
2589
|
-
*/
|
|
2590
|
-
turnstileToken?: string;
|
|
2591
|
-
};
|
|
2592
|
-
type UpdateUserSettingDto = {
|
|
2593
|
-
/**
|
|
2594
|
-
* Security ID
|
|
2595
|
-
*/
|
|
2596
|
-
secId?: number;
|
|
2597
|
-
/**
|
|
2598
|
-
* Annual interest rate
|
|
2599
|
-
*/
|
|
2600
|
-
annualInterestRate?: number;
|
|
2601
|
-
/**
|
|
2602
|
-
* Currency code
|
|
2603
|
-
*/
|
|
2604
|
-
currency?: string;
|
|
2605
|
-
/**
|
|
2606
|
-
* Base currency code
|
|
2607
|
-
*/
|
|
2608
|
-
baseCurrency?: string;
|
|
2609
|
-
/**
|
|
2610
|
-
* Benchmark symbol
|
|
2611
|
-
*/
|
|
2612
|
-
benchmark?: string;
|
|
2613
|
-
/**
|
|
2614
|
-
* Color scheme
|
|
2615
|
-
*/
|
|
2616
|
-
colorScheme?: 'DARK' | 'LIGHT';
|
|
2617
|
-
/**
|
|
2618
|
-
* Date range filter
|
|
2619
|
-
*/
|
|
2620
|
-
dateRange?: string;
|
|
2621
|
-
/**
|
|
2622
|
-
* Emergency fund amount
|
|
2623
|
-
*/
|
|
2624
|
-
emergencyFund?: number;
|
|
2625
|
-
/**
|
|
2626
|
-
* Account filter IDs
|
|
2627
|
-
*/
|
|
2628
|
-
'filters.accounts'?: Array<string>;
|
|
2629
|
-
/**
|
|
2630
|
-
* Asset class filters
|
|
2631
|
-
*/
|
|
2632
|
-
'filters.assetClasses'?: Array<string>;
|
|
2633
|
-
/**
|
|
2634
|
-
* Data source filter
|
|
2635
|
-
*/
|
|
2636
|
-
'filters.dataSource'?: string;
|
|
2637
|
-
/**
|
|
2638
|
-
* Symbol filter
|
|
2639
|
-
*/
|
|
2640
|
-
'filters.symbol'?: string;
|
|
2941
|
+
averageConfidence: number;
|
|
2641
2942
|
/**
|
|
2642
|
-
*
|
|
2943
|
+
* Per-rule statistics
|
|
2643
2944
|
*/
|
|
2644
|
-
|
|
2945
|
+
ruleStats: Array<{
|
|
2946
|
+
ruleId?: string;
|
|
2947
|
+
ruleName?: string;
|
|
2948
|
+
matchCount?: number;
|
|
2949
|
+
averageConfidence?: number;
|
|
2950
|
+
}>;
|
|
2951
|
+
};
|
|
2952
|
+
/**
|
|
2953
|
+
* Statistics time period
|
|
2954
|
+
*/
|
|
2955
|
+
type period = '7d' | '30d' | '90d';
|
|
2956
|
+
type UpdateTransactionRuleDto = {
|
|
2957
|
+
name?: string;
|
|
2958
|
+
description?: string;
|
|
2959
|
+
narrationKeywords?: Array<unknown[]>;
|
|
2960
|
+
payeeKeywords?: Array<unknown[]>;
|
|
2961
|
+
categoryKeywords?: Array<unknown[]>;
|
|
2645
2962
|
/**
|
|
2646
|
-
*
|
|
2963
|
+
* Payment method keywords (e.g., HuaBei, YuEBao)
|
|
2647
2964
|
*/
|
|
2648
|
-
|
|
2965
|
+
methodKeywords?: Array<unknown[]>;
|
|
2649
2966
|
/**
|
|
2650
|
-
*
|
|
2967
|
+
* Destination account for expenses/income (e.g., Expenses:Food:Coffee)
|
|
2651
2968
|
*/
|
|
2652
|
-
|
|
2969
|
+
categoryAccount?: string;
|
|
2970
|
+
matchLogic?: 'OR' | 'AND';
|
|
2653
2971
|
/**
|
|
2654
|
-
*
|
|
2972
|
+
* Minimum transaction amount (inclusive)
|
|
2655
2973
|
*/
|
|
2656
|
-
|
|
2974
|
+
amountMin?: number;
|
|
2657
2975
|
/**
|
|
2658
|
-
*
|
|
2976
|
+
* Maximum transaction amount (inclusive)
|
|
2659
2977
|
*/
|
|
2660
|
-
|
|
2978
|
+
amountMax?: number;
|
|
2979
|
+
priority?: number;
|
|
2661
2980
|
/**
|
|
2662
|
-
*
|
|
2981
|
+
* Enable or disable the rule
|
|
2663
2982
|
*/
|
|
2664
|
-
|
|
2983
|
+
enabled?: boolean;
|
|
2984
|
+
additionalTags?: Array<unknown[]>;
|
|
2985
|
+
additionalMetadata?: {
|
|
2986
|
+
[key: string]: unknown;
|
|
2987
|
+
};
|
|
2988
|
+
};
|
|
2989
|
+
type TestRuleDto = {
|
|
2990
|
+
narration: string;
|
|
2991
|
+
payee?: string;
|
|
2992
|
+
categoryAccount?: string;
|
|
2993
|
+
amount?: number;
|
|
2994
|
+
currency?: string;
|
|
2995
|
+
};
|
|
2996
|
+
type TestRuleResponseDto = {
|
|
2665
2997
|
/**
|
|
2666
|
-
*
|
|
2998
|
+
* Rule ID that was tested
|
|
2667
2999
|
*/
|
|
2668
|
-
|
|
3000
|
+
ruleId: string;
|
|
2669
3001
|
/**
|
|
2670
|
-
*
|
|
3002
|
+
* Whether the rule matched the test data
|
|
2671
3003
|
*/
|
|
2672
|
-
|
|
3004
|
+
matches: boolean;
|
|
2673
3005
|
/**
|
|
2674
|
-
*
|
|
3006
|
+
* Match confidence score (0-1)
|
|
2675
3007
|
*/
|
|
2676
|
-
|
|
2677
|
-
};
|
|
2678
|
-
/**
|
|
2679
|
-
* Color scheme
|
|
2680
|
-
*/
|
|
2681
|
-
type colorScheme = 'DARK' | 'LIGHT';
|
|
2682
|
-
/**
|
|
2683
|
-
* View mode
|
|
2684
|
-
*/
|
|
2685
|
-
type viewMode = 'DEFAULT' | 'ZEN';
|
|
2686
|
-
type UpdatePropertyDto = {
|
|
3008
|
+
confidence: number;
|
|
2687
3009
|
/**
|
|
2688
|
-
*
|
|
3010
|
+
* Details of which fields matched
|
|
2689
3011
|
*/
|
|
2690
|
-
|
|
3012
|
+
matchDetails: {
|
|
3013
|
+
[key: string]: unknown;
|
|
3014
|
+
};
|
|
2691
3015
|
};
|
|
2692
3016
|
type CreateBeanEventDto = {
|
|
2693
3017
|
/**
|
|
@@ -2775,6 +3099,150 @@ type UpdateBeanEventDto = {
|
|
|
2775
3099
|
[key: string]: unknown;
|
|
2776
3100
|
};
|
|
2777
3101
|
};
|
|
3102
|
+
type OnboardingAccountDto = {
|
|
3103
|
+
/**
|
|
3104
|
+
* Account path (Assets/Liabilities only; format validated by the account service)
|
|
3105
|
+
*/
|
|
3106
|
+
path: string;
|
|
3107
|
+
/**
|
|
3108
|
+
* ISO 4217 currency code (3 letters)
|
|
3109
|
+
*/
|
|
3110
|
+
currency: string;
|
|
3111
|
+
/**
|
|
3112
|
+
* Opening balance as a non-negative Decimal string (e.g. "1000.00")
|
|
3113
|
+
*/
|
|
3114
|
+
openingBalance?: string;
|
|
3115
|
+
/**
|
|
3116
|
+
* Platform ID to bind the account to (references Platform.id); omit for unbound
|
|
3117
|
+
*/
|
|
3118
|
+
platformId?: string;
|
|
3119
|
+
};
|
|
3120
|
+
type OnboardingDto = {
|
|
3121
|
+
/**
|
|
3122
|
+
* Asset/Liability accounts to register with opening balances
|
|
3123
|
+
*/
|
|
3124
|
+
accounts?: Array<OnboardingAccountDto>;
|
|
3125
|
+
/**
|
|
3126
|
+
* Skip asset registration; only bootstrap the core account set
|
|
3127
|
+
*/
|
|
3128
|
+
skipAssetRegistration?: boolean;
|
|
3129
|
+
};
|
|
3130
|
+
type ActualBalanceDto = {
|
|
3131
|
+
/**
|
|
3132
|
+
* Actual balance amount as a decimal string (preserves precision for tolerance inference).
|
|
3133
|
+
*/
|
|
3134
|
+
amount: string;
|
|
3135
|
+
/**
|
|
3136
|
+
* Currency code (ISO 4217 or commodity ticker).
|
|
3137
|
+
*/
|
|
3138
|
+
ccy: string;
|
|
3139
|
+
};
|
|
3140
|
+
type ComputeReconciliationDto = {
|
|
3141
|
+
/**
|
|
3142
|
+
* BeanAccount id to reconcile.
|
|
3143
|
+
*/
|
|
3144
|
+
accountId: string;
|
|
3145
|
+
/**
|
|
3146
|
+
* Assertion date (ISO 8601, e.g. "2026-07-24").
|
|
3147
|
+
*/
|
|
3148
|
+
asOfDate: string;
|
|
3149
|
+
/**
|
|
3150
|
+
* Actual balance from the external statement.
|
|
3151
|
+
*/
|
|
3152
|
+
actualBalance: ActualBalanceDto;
|
|
3153
|
+
};
|
|
3154
|
+
type ReconciliationComputeResultDto = {
|
|
3155
|
+
accountId: string;
|
|
3156
|
+
asOfDate: string;
|
|
3157
|
+
/**
|
|
3158
|
+
* System-computed book balance (decimal string).
|
|
3159
|
+
*/
|
|
3160
|
+
bookBalance: string;
|
|
3161
|
+
/**
|
|
3162
|
+
* User-entered actual balance (decimal string).
|
|
3163
|
+
*/
|
|
3164
|
+
actualBalance: string;
|
|
3165
|
+
currency: string;
|
|
3166
|
+
/**
|
|
3167
|
+
* Diff = book − actual (decimal string).
|
|
3168
|
+
*/
|
|
3169
|
+
diff: string;
|
|
3170
|
+
/**
|
|
3171
|
+
* Applied tolerance (decimal string).
|
|
3172
|
+
*/
|
|
3173
|
+
tolerance: string;
|
|
3174
|
+
/**
|
|
3175
|
+
* true when |diff| ≤ tolerance.
|
|
3176
|
+
*/
|
|
3177
|
+
withinTolerance: boolean;
|
|
3178
|
+
/**
|
|
3179
|
+
* Suggested next action: assert when within tolerance, pad otherwise.
|
|
3180
|
+
*/
|
|
3181
|
+
suggestedAction: 'assert' | 'pad';
|
|
3182
|
+
};
|
|
3183
|
+
/**
|
|
3184
|
+
* Suggested next action: assert when within tolerance, pad otherwise.
|
|
3185
|
+
*/
|
|
3186
|
+
type suggestedAction = 'assert' | 'pad';
|
|
3187
|
+
type AssertReconciliationDto = {
|
|
3188
|
+
/**
|
|
3189
|
+
* BeanAccount id to reconcile.
|
|
3190
|
+
*/
|
|
3191
|
+
accountId: string;
|
|
3192
|
+
/**
|
|
3193
|
+
* Assertion date (ISO 8601, e.g. "2026-07-24").
|
|
3194
|
+
*/
|
|
3195
|
+
asOfDate: string;
|
|
3196
|
+
/**
|
|
3197
|
+
* Actual balance from the external statement.
|
|
3198
|
+
*/
|
|
3199
|
+
actualBalance: ActualBalanceDto;
|
|
3200
|
+
/**
|
|
3201
|
+
* Optional explicit tolerance override. Omit to infer from amount precision (Beancount default).
|
|
3202
|
+
*/
|
|
3203
|
+
tolerance?: string;
|
|
3204
|
+
};
|
|
3205
|
+
type ReconciliationRecordDto = {
|
|
3206
|
+
id: string;
|
|
3207
|
+
accountId: string;
|
|
3208
|
+
date: string;
|
|
3209
|
+
/**
|
|
3210
|
+
* Asserted (actual) amount.
|
|
3211
|
+
*/
|
|
3212
|
+
amount: string;
|
|
3213
|
+
currency: string;
|
|
3214
|
+
tolerance?: string;
|
|
3215
|
+
/**
|
|
3216
|
+
* book − actual.
|
|
3217
|
+
*/
|
|
3218
|
+
diffAmount?: string;
|
|
3219
|
+
diffCurrency?: string;
|
|
3220
|
+
createdAt: string;
|
|
3221
|
+
};
|
|
3222
|
+
type PadReconciliationDto = {
|
|
3223
|
+
/**
|
|
3224
|
+
* BeanAccount id to reconcile.
|
|
3225
|
+
*/
|
|
3226
|
+
accountId: string;
|
|
3227
|
+
/**
|
|
3228
|
+
* Assertion date (ISO 8601, e.g. "2026-07-24").
|
|
3229
|
+
*/
|
|
3230
|
+
asOfDate: string;
|
|
3231
|
+
/**
|
|
3232
|
+
* Actual balance from the external statement.
|
|
3233
|
+
*/
|
|
3234
|
+
actualBalance: ActualBalanceDto;
|
|
3235
|
+
/**
|
|
3236
|
+
* Pad source account. Defaults to Equity:Opening-Balances (official Beancount convention).
|
|
3237
|
+
*/
|
|
3238
|
+
sourceAccount?: string;
|
|
3239
|
+
};
|
|
3240
|
+
type PadResultDto = {
|
|
3241
|
+
/**
|
|
3242
|
+
* Created pad adjusting transaction id.
|
|
3243
|
+
*/
|
|
3244
|
+
transactionId: string;
|
|
3245
|
+
};
|
|
2778
3246
|
type FileImportDto = {
|
|
2779
3247
|
/**
|
|
2780
3248
|
* Bill file to import (CSV, PDF, OFX, etc.)
|
|
@@ -3019,70 +3487,6 @@ type UpdateImporterConfigDto = {
|
|
|
3019
3487
|
*/
|
|
3020
3488
|
data?: UpdateConfigDataDto;
|
|
3021
3489
|
};
|
|
3022
|
-
type CreatePlatformDto = {
|
|
3023
|
-
/**
|
|
3024
|
-
* Platform name
|
|
3025
|
-
*/
|
|
3026
|
-
name: string;
|
|
3027
|
-
/**
|
|
3028
|
-
* Platform canonical identifier (lowercase, kebab-case)
|
|
3029
|
-
*/
|
|
3030
|
-
canonical: string;
|
|
3031
|
-
/**
|
|
3032
|
-
* Platform aliases (multi-language names for lookup)
|
|
3033
|
-
*/
|
|
3034
|
-
aliases: Array<string>;
|
|
3035
|
-
/**
|
|
3036
|
-
* Platform URL
|
|
3037
|
-
*/
|
|
3038
|
-
url: string;
|
|
3039
|
-
/**
|
|
3040
|
-
* Platform type
|
|
3041
|
-
*/
|
|
3042
|
-
type: 'BANK' | 'BROKERAGE' | 'CRYPTO_EXCHANGE' | 'PAYMENT' | 'INVESTMENT' | 'INSURANCE' | 'OTHER';
|
|
3043
|
-
/**
|
|
3044
|
-
* Platform logo URL
|
|
3045
|
-
*/
|
|
3046
|
-
logoUrl?: string;
|
|
3047
|
-
/**
|
|
3048
|
-
* Whether the platform is active
|
|
3049
|
-
*/
|
|
3050
|
-
isActive?: boolean;
|
|
3051
|
-
};
|
|
3052
|
-
/**
|
|
3053
|
-
* Platform type
|
|
3054
|
-
*/
|
|
3055
|
-
type type3 = 'BANK' | 'BROKERAGE' | 'CRYPTO_EXCHANGE' | 'PAYMENT' | 'INVESTMENT' | 'INSURANCE' | 'OTHER';
|
|
3056
|
-
type UpdatePlatformDto = {
|
|
3057
|
-
/**
|
|
3058
|
-
* Platform name
|
|
3059
|
-
*/
|
|
3060
|
-
name?: string;
|
|
3061
|
-
/**
|
|
3062
|
-
* Platform canonical identifier (lowercase, kebab-case)
|
|
3063
|
-
*/
|
|
3064
|
-
canonical?: string;
|
|
3065
|
-
/**
|
|
3066
|
-
* Platform aliases (multi-language names for lookup)
|
|
3067
|
-
*/
|
|
3068
|
-
aliases?: Array<string>;
|
|
3069
|
-
/**
|
|
3070
|
-
* Platform URL
|
|
3071
|
-
*/
|
|
3072
|
-
url?: string;
|
|
3073
|
-
/**
|
|
3074
|
-
* Platform type
|
|
3075
|
-
*/
|
|
3076
|
-
type?: 'BANK' | 'BROKERAGE' | 'CRYPTO_EXCHANGE' | 'PAYMENT' | 'INVESTMENT' | 'INSURANCE' | 'OTHER';
|
|
3077
|
-
/**
|
|
3078
|
-
* Platform logo URL
|
|
3079
|
-
*/
|
|
3080
|
-
logoUrl?: string;
|
|
3081
|
-
/**
|
|
3082
|
-
* Whether the platform is active
|
|
3083
|
-
*/
|
|
3084
|
-
isActive?: boolean;
|
|
3085
|
-
};
|
|
3086
3490
|
type ProviderSyncConfigDto = {
|
|
3087
3491
|
/**
|
|
3088
3492
|
* Source account for the first posting
|
|
@@ -3104,6 +3508,10 @@ type ProviderSyncConfigDto = {
|
|
|
3104
3508
|
* Filter pending transactions
|
|
3105
3509
|
*/
|
|
3106
3510
|
filterPending?: boolean;
|
|
3511
|
+
/**
|
|
3512
|
+
* External account ID for per-batch providers (e.g. GoCardless). Overrides sourceAccount when an ExternalAccountLink mapping exists.
|
|
3513
|
+
*/
|
|
3514
|
+
externalAccountId?: string;
|
|
3107
3515
|
};
|
|
3108
3516
|
type ProviderSyncDto = {
|
|
3109
3517
|
/**
|
|
@@ -3155,6 +3563,41 @@ type SupportedProvidersResponseDto = {
|
|
|
3155
3563
|
*/
|
|
3156
3564
|
providers: Array<string>;
|
|
3157
3565
|
};
|
|
3566
|
+
type CreateExternalAccountLinkDto = {
|
|
3567
|
+
/**
|
|
3568
|
+
* Open Banking provider (whitelist)
|
|
3569
|
+
*/
|
|
3570
|
+
provider: 'plaid' | 'teller' | 'truelayer' | 'gocardless' | 'simplefin' | 'yodlee' | 'beancount-direct' | 'parsed-bill';
|
|
3571
|
+
/**
|
|
3572
|
+
* External account ID from the provider
|
|
3573
|
+
*/
|
|
3574
|
+
externalAccountId: string;
|
|
3575
|
+
/**
|
|
3576
|
+
* Target BeanAccount ID (must belong to the JWT user)
|
|
3577
|
+
*/
|
|
3578
|
+
beanAccountId: string;
|
|
3579
|
+
};
|
|
3580
|
+
/**
|
|
3581
|
+
* Open Banking provider (whitelist)
|
|
3582
|
+
*/
|
|
3583
|
+
type provider = 'plaid' | 'teller' | 'truelayer' | 'gocardless' | 'simplefin' | 'yodlee' | 'beancount-direct' | 'parsed-bill';
|
|
3584
|
+
type ExternalAccountLinkResponseDto = {
|
|
3585
|
+
id: string;
|
|
3586
|
+
provider: string;
|
|
3587
|
+
externalAccountId: string;
|
|
3588
|
+
beanAccountId: string;
|
|
3589
|
+
isActive: boolean;
|
|
3590
|
+
createdAt: string;
|
|
3591
|
+
updatedAt: string;
|
|
3592
|
+
};
|
|
3593
|
+
type ExternalAccountLinkListResponseDto = {
|
|
3594
|
+
items: Array<ExternalAccountLinkResponseDto>;
|
|
3595
|
+
total: number;
|
|
3596
|
+
/**
|
|
3597
|
+
* Filter by provider (query param)
|
|
3598
|
+
*/
|
|
3599
|
+
provider?: string;
|
|
3600
|
+
};
|
|
3158
3601
|
type ParserTelemetryReportDto = unknown;
|
|
3159
3602
|
type UncoveredFormatMissDto = unknown;
|
|
3160
3603
|
type ProcessNlpDto = {
|
|
@@ -3405,9 +3848,9 @@ type NlpAccountConfirmationDataDto = {
|
|
|
3405
3848
|
*/
|
|
3406
3849
|
invalidAccount: string;
|
|
3407
3850
|
/**
|
|
3408
|
-
* Suggested replacement account
|
|
3851
|
+
* Suggested replacement account (omitted when no clear candidate)
|
|
3409
3852
|
*/
|
|
3410
|
-
suggestedAccount
|
|
3853
|
+
suggestedAccount?: string;
|
|
3411
3854
|
/**
|
|
3412
3855
|
* Similar accounts for user selection
|
|
3413
3856
|
*/
|
|
@@ -3569,7 +4012,7 @@ type NlpResponseDto = {
|
|
|
3569
4012
|
/**
|
|
3570
4013
|
* Action taken or requested
|
|
3571
4014
|
*/
|
|
3572
|
-
action: 'created' | 'ask' | 'confirm' | 'confirm_duplicate' | 'confirm_rule' | 'confirm_account' | 'confirm_payee' | 'cancel';
|
|
4015
|
+
action: 'created' | 'ask' | 'confirm' | 'confirm_duplicate' | 'confirm_rule' | 'confirm_account' | 'confirm_payee' | 'cancel' | 'aborted';
|
|
3573
4016
|
/**
|
|
3574
4017
|
* Transaction intent detected by EntityRouter (v6.0: 5 core intents). Frontend uses this to render scenario-specific form fields.
|
|
3575
4018
|
*/
|
|
@@ -3673,7 +4116,7 @@ type status4 = 'success' | 'pending' | 'error';
|
|
|
3673
4116
|
/**
|
|
3674
4117
|
* Action taken or requested
|
|
3675
4118
|
*/
|
|
3676
|
-
type action2 = 'created' | 'ask' | 'confirm' | 'confirm_duplicate' | 'confirm_rule' | 'confirm_account' | 'confirm_payee' | 'cancel';
|
|
4119
|
+
type action2 = 'created' | 'ask' | 'confirm' | 'confirm_duplicate' | 'confirm_rule' | 'confirm_account' | 'confirm_payee' | 'cancel' | 'aborted';
|
|
3677
4120
|
/**
|
|
3678
4121
|
* Transaction intent detected by EntityRouter (v6.0: 5 core intents). Frontend uses this to render scenario-specific form fields.
|
|
3679
4122
|
*/
|
|
@@ -3690,909 +4133,813 @@ type liabilitySubType = 'borrow' | 'repay';
|
|
|
3690
4133
|
* Equity sub-type (only present when intent is "equity"). opening: account opening balance (Equity → Assets), adjustment: balance correction.
|
|
3691
4134
|
*/
|
|
3692
4135
|
type equitySubType = 'opening' | 'adjustment';
|
|
3693
|
-
type
|
|
3694
|
-
/**
|
|
3695
|
-
* ISO 4217 currency code
|
|
3696
|
-
*/
|
|
3697
|
-
currency: string;
|
|
3698
|
-
/**
|
|
3699
|
-
* Balance amount
|
|
3700
|
-
*/
|
|
3701
|
-
balance: string;
|
|
3702
|
-
};
|
|
3703
|
-
type NetWorthByCurrencyDto = {
|
|
3704
|
-
/**
|
|
3705
|
-
* Net worth by currency
|
|
3706
|
-
*/
|
|
3707
|
-
netWorth: Array<BalanceByCurrencyDto>;
|
|
3708
|
-
/**
|
|
3709
|
-
* Assets by currency
|
|
3710
|
-
*/
|
|
3711
|
-
assets: Array<BalanceByCurrencyDto>;
|
|
3712
|
-
/**
|
|
3713
|
-
* Liabilities by currency
|
|
3714
|
-
*/
|
|
3715
|
-
liabilities: Array<BalanceByCurrencyDto>;
|
|
3716
|
-
};
|
|
3717
|
-
type ConvertedNetWorthDto = {
|
|
3718
|
-
/**
|
|
3719
|
-
* Base currency for conversion
|
|
3720
|
-
*/
|
|
3721
|
-
baseCurrency: string;
|
|
3722
|
-
/**
|
|
3723
|
-
* Converted net worth
|
|
3724
|
-
*/
|
|
3725
|
-
netWorth: string;
|
|
3726
|
-
/**
|
|
3727
|
-
* Converted assets
|
|
3728
|
-
*/
|
|
3729
|
-
assets: string;
|
|
3730
|
-
/**
|
|
3731
|
-
* Converted liabilities
|
|
3732
|
-
*/
|
|
3733
|
-
liabilities: string;
|
|
3734
|
-
/**
|
|
3735
|
-
* Exchange rates used for conversion
|
|
3736
|
-
*/
|
|
3737
|
-
exchangeRates: {
|
|
3738
|
-
[key: string]: unknown;
|
|
3739
|
-
};
|
|
3740
|
-
};
|
|
3741
|
-
type ExchangeRateWarningDto = {
|
|
3742
|
-
/**
|
|
3743
|
-
* Warning type
|
|
3744
|
-
*/
|
|
3745
|
-
type: string;
|
|
3746
|
-
/**
|
|
3747
|
-
* Currency without exchange rate
|
|
3748
|
-
*/
|
|
3749
|
-
currency: string;
|
|
3750
|
-
/**
|
|
3751
|
-
* Total amount affected
|
|
3752
|
-
*/
|
|
3753
|
-
totalAmount: string;
|
|
3754
|
-
};
|
|
3755
|
-
type NetWorthResponseDto = {
|
|
4136
|
+
type PlatformListItemDto = {
|
|
3756
4137
|
/**
|
|
3757
|
-
*
|
|
3758
|
-
*/
|
|
3759
|
-
netWorth: string;
|
|
3760
|
-
/**
|
|
3761
|
-
* Total assets value (converted)
|
|
3762
|
-
*/
|
|
3763
|
-
assets: string;
|
|
3764
|
-
/**
|
|
3765
|
-
* Total liabilities value (positive number, converted)
|
|
4138
|
+
* Global platform ID
|
|
3766
4139
|
*/
|
|
3767
|
-
|
|
4140
|
+
id: string;
|
|
3768
4141
|
/**
|
|
3769
|
-
*
|
|
4142
|
+
* Platform name
|
|
3770
4143
|
*/
|
|
3771
|
-
|
|
4144
|
+
name: string;
|
|
3772
4145
|
/**
|
|
3773
|
-
*
|
|
4146
|
+
* Platform URL
|
|
3774
4147
|
*/
|
|
3775
|
-
|
|
4148
|
+
url: string;
|
|
3776
4149
|
/**
|
|
3777
|
-
*
|
|
4150
|
+
* Platform type
|
|
3778
4151
|
*/
|
|
3779
|
-
|
|
4152
|
+
type: 'BANK' | 'BROKERAGE' | 'CRYPTO_EXCHANGE' | 'PAYMENT' | 'INVESTMENT' | 'INSURANCE' | 'OTHER';
|
|
3780
4153
|
/**
|
|
3781
|
-
*
|
|
4154
|
+
* Canonical identifier in ACCOUNT_RE format (e.g., "icbc")
|
|
3782
4155
|
*/
|
|
3783
|
-
|
|
4156
|
+
canonical: string;
|
|
3784
4157
|
/**
|
|
3785
|
-
*
|
|
4158
|
+
* Suggested path segment — canonical with first char uppercased (ACC_COMP_NAME_RE)
|
|
3786
4159
|
*/
|
|
3787
|
-
|
|
4160
|
+
suggestedSegment: string;
|
|
3788
4161
|
/**
|
|
3789
|
-
*
|
|
4162
|
+
* Logo URL
|
|
3790
4163
|
*/
|
|
3791
|
-
|
|
4164
|
+
logoUrl: string | null;
|
|
3792
4165
|
/**
|
|
3793
|
-
*
|
|
4166
|
+
* Whether user has accounts using this platform
|
|
3794
4167
|
*/
|
|
3795
|
-
|
|
4168
|
+
isBound: boolean;
|
|
3796
4169
|
};
|
|
3797
|
-
|
|
4170
|
+
/**
|
|
4171
|
+
* Platform type
|
|
4172
|
+
*/
|
|
4173
|
+
type type3 = 'BANK' | 'BROKERAGE' | 'CRYPTO_EXCHANGE' | 'PAYMENT' | 'INVESTMENT' | 'INSURANCE' | 'OTHER';
|
|
4174
|
+
type PlatformMatchResultDto = {
|
|
3798
4175
|
/**
|
|
3799
|
-
*
|
|
4176
|
+
* Global platform ID
|
|
3800
4177
|
*/
|
|
3801
4178
|
id: string;
|
|
3802
4179
|
/**
|
|
3803
|
-
*
|
|
4180
|
+
* Platform name (e.g., "ICBC")
|
|
3804
4181
|
*/
|
|
3805
4182
|
name: string;
|
|
3806
4183
|
/**
|
|
3807
|
-
*
|
|
3808
|
-
*/
|
|
3809
|
-
displayName: string;
|
|
3810
|
-
/**
|
|
3811
|
-
* Account balance
|
|
3812
|
-
*/
|
|
3813
|
-
balance: string;
|
|
3814
|
-
/**
|
|
3815
|
-
* Currency code
|
|
4184
|
+
* Canonical identifier in ACCOUNT_RE format (e.g., "icbc")
|
|
3816
4185
|
*/
|
|
3817
|
-
|
|
3818
|
-
};
|
|
3819
|
-
type PlatformGroupDto = {
|
|
4186
|
+
canonical: string;
|
|
3820
4187
|
/**
|
|
3821
|
-
* Platform
|
|
4188
|
+
* Platform type
|
|
3822
4189
|
*/
|
|
3823
|
-
|
|
4190
|
+
type: 'BANK' | 'BROKERAGE' | 'CRYPTO_EXCHANGE' | 'PAYMENT' | 'INVESTMENT' | 'INSURANCE' | 'OTHER';
|
|
3824
4191
|
/**
|
|
3825
|
-
*
|
|
4192
|
+
* Suggested path segment — canonical, already in ACCOUNT_RE format
|
|
3826
4193
|
*/
|
|
3827
|
-
|
|
4194
|
+
suggestedSegment: string;
|
|
3828
4195
|
/**
|
|
3829
|
-
*
|
|
4196
|
+
* Logo URL
|
|
3830
4197
|
*/
|
|
3831
|
-
|
|
4198
|
+
logoUrl: string | null;
|
|
3832
4199
|
/**
|
|
3833
|
-
*
|
|
4200
|
+
* How this row matched: 'exact' > 'prefix' > 'substring'
|
|
3834
4201
|
*/
|
|
3835
|
-
|
|
4202
|
+
matchType: 'exact' | 'prefix' | 'substring';
|
|
3836
4203
|
};
|
|
3837
|
-
|
|
4204
|
+
/**
|
|
4205
|
+
* How this row matched: 'exact' > 'prefix' > 'substring'
|
|
4206
|
+
*/
|
|
4207
|
+
type matchType = 'exact' | 'prefix' | 'substring';
|
|
4208
|
+
type PlatformMatchResponseDto = {
|
|
3838
4209
|
/**
|
|
3839
|
-
*
|
|
4210
|
+
* Ranked matches, best tier first (at most 10 rows)
|
|
3840
4211
|
*/
|
|
3841
|
-
|
|
4212
|
+
platforms: Array<PlatformMatchResultDto>;
|
|
3842
4213
|
/**
|
|
3843
|
-
*
|
|
4214
|
+
* Overall match quality — top row's tier, or 'none' when no hits
|
|
3844
4215
|
*/
|
|
3845
|
-
|
|
3846
|
-
};
|
|
3847
|
-
type AccountsResponseDto = {
|
|
4216
|
+
matchType: 'none' | 'exact' | 'prefix' | 'substring';
|
|
3848
4217
|
/**
|
|
3849
|
-
*
|
|
4218
|
+
* Total matches before LIMIT (truncation transparency)
|
|
3850
4219
|
*/
|
|
3851
|
-
|
|
4220
|
+
total: number;
|
|
3852
4221
|
/**
|
|
3853
|
-
*
|
|
4222
|
+
* true when total > platforms.length (more matches exist)
|
|
3854
4223
|
*/
|
|
3855
|
-
|
|
4224
|
+
hasMore: boolean;
|
|
3856
4225
|
};
|
|
3857
|
-
|
|
3858
|
-
|
|
3859
|
-
|
|
3860
|
-
|
|
3861
|
-
|
|
4226
|
+
/**
|
|
4227
|
+
* Overall match quality — top row's tier, or 'none' when no hits
|
|
4228
|
+
*/
|
|
4229
|
+
type matchType2 = 'none' | 'exact' | 'prefix' | 'substring';
|
|
4230
|
+
type CreatePlatformDto = {
|
|
3862
4231
|
/**
|
|
3863
|
-
*
|
|
4232
|
+
* Platform name
|
|
3864
4233
|
*/
|
|
3865
4234
|
name: string;
|
|
3866
4235
|
/**
|
|
3867
|
-
*
|
|
4236
|
+
* Platform canonical identifier (lowercase, kebab-case)
|
|
3868
4237
|
*/
|
|
3869
|
-
|
|
4238
|
+
canonical: string;
|
|
3870
4239
|
/**
|
|
3871
|
-
*
|
|
4240
|
+
* Platform aliases (multi-language names for lookup)
|
|
3872
4241
|
*/
|
|
3873
|
-
|
|
4242
|
+
aliases: Array<string>;
|
|
3874
4243
|
/**
|
|
3875
|
-
*
|
|
4244
|
+
* Platform URL
|
|
3876
4245
|
*/
|
|
3877
|
-
|
|
4246
|
+
url: string;
|
|
3878
4247
|
/**
|
|
3879
|
-
*
|
|
4248
|
+
* Platform type
|
|
3880
4249
|
*/
|
|
3881
|
-
|
|
4250
|
+
type: 'BANK' | 'BROKERAGE' | 'CRYPTO_EXCHANGE' | 'PAYMENT' | 'INVESTMENT' | 'INSURANCE' | 'OTHER';
|
|
3882
4251
|
/**
|
|
3883
|
-
*
|
|
4252
|
+
* Platform logo URL
|
|
3884
4253
|
*/
|
|
3885
|
-
|
|
4254
|
+
logoUrl?: string;
|
|
3886
4255
|
/**
|
|
3887
|
-
*
|
|
4256
|
+
* Whether the platform is active
|
|
3888
4257
|
*/
|
|
3889
|
-
|
|
4258
|
+
isActive?: boolean;
|
|
4259
|
+
};
|
|
4260
|
+
type UpdatePlatformDto = {
|
|
3890
4261
|
/**
|
|
3891
|
-
*
|
|
4262
|
+
* Platform name
|
|
3892
4263
|
*/
|
|
3893
|
-
|
|
4264
|
+
name?: string;
|
|
3894
4265
|
/**
|
|
3895
|
-
*
|
|
4266
|
+
* Platform canonical identifier (lowercase, kebab-case)
|
|
3896
4267
|
*/
|
|
3897
|
-
|
|
3898
|
-
};
|
|
3899
|
-
/**
|
|
3900
|
-
* ADR-0105 classification provenance (holding level always; account level only on FALLBACK)
|
|
3901
|
-
*/
|
|
3902
|
-
type source2 = 'USER_META' | 'FIAT_CURRENCY' | 'OPENBB_MAPPING' | 'FALLBACK';
|
|
3903
|
-
type AssetClassGroupDto = {
|
|
4268
|
+
canonical?: string;
|
|
3904
4269
|
/**
|
|
3905
|
-
*
|
|
4270
|
+
* Platform aliases (multi-language names for lookup)
|
|
3906
4271
|
*/
|
|
3907
|
-
|
|
4272
|
+
aliases?: Array<string>;
|
|
3908
4273
|
/**
|
|
3909
|
-
*
|
|
4274
|
+
* Platform URL
|
|
3910
4275
|
*/
|
|
3911
|
-
|
|
4276
|
+
url?: string;
|
|
3912
4277
|
/**
|
|
3913
|
-
*
|
|
4278
|
+
* Platform type
|
|
3914
4279
|
*/
|
|
3915
|
-
|
|
4280
|
+
type?: 'BANK' | 'BROKERAGE' | 'CRYPTO_EXCHANGE' | 'PAYMENT' | 'INVESTMENT' | 'INSURANCE' | 'OTHER';
|
|
3916
4281
|
/**
|
|
3917
|
-
*
|
|
4282
|
+
* Platform logo URL
|
|
3918
4283
|
*/
|
|
3919
|
-
|
|
4284
|
+
logoUrl?: string;
|
|
3920
4285
|
/**
|
|
3921
|
-
*
|
|
4286
|
+
* Whether the platform is active
|
|
3922
4287
|
*/
|
|
3923
|
-
|
|
4288
|
+
isActive?: boolean;
|
|
3924
4289
|
};
|
|
3925
|
-
|
|
3926
|
-
* Asset class name
|
|
3927
|
-
*/
|
|
3928
|
-
type assetClass = 'LIQUIDITY' | 'EQUITY' | 'FIXED_INCOME' | 'PRECIOUS_METALS' | 'COMMODITY' | 'INSURANCE' | 'ALTERNATIVE_INVESTMENT' | 'PERSONAL_ASSETS' | 'LIABILITY' | 'REAL_ESTATE' | 'INDEX';
|
|
3929
|
-
type AccountExchangeRateWarningDto = {
|
|
3930
|
-
/**
|
|
3931
|
-
* Warning type
|
|
3932
|
-
*/
|
|
3933
|
-
type: string;
|
|
4290
|
+
type NetWorthByCurrencyDto = {
|
|
3934
4291
|
/**
|
|
3935
|
-
*
|
|
4292
|
+
* Net worth by currency
|
|
3936
4293
|
*/
|
|
3937
|
-
|
|
4294
|
+
netWorth: Array<BalanceByCurrencyDto>;
|
|
3938
4295
|
/**
|
|
3939
|
-
*
|
|
4296
|
+
* Assets by currency
|
|
3940
4297
|
*/
|
|
3941
|
-
|
|
4298
|
+
assets: Array<BalanceByCurrencyDto>;
|
|
3942
4299
|
/**
|
|
3943
|
-
*
|
|
4300
|
+
* Liabilities by currency
|
|
3944
4301
|
*/
|
|
3945
|
-
|
|
4302
|
+
liabilities: Array<BalanceByCurrencyDto>;
|
|
3946
4303
|
};
|
|
3947
|
-
type
|
|
4304
|
+
type ConvertedNetWorthDto = {
|
|
3948
4305
|
/**
|
|
3949
|
-
*
|
|
4306
|
+
* Base currency for conversion
|
|
3950
4307
|
*/
|
|
3951
|
-
|
|
4308
|
+
baseCurrency: string;
|
|
3952
4309
|
/**
|
|
3953
|
-
*
|
|
4310
|
+
* Converted net worth
|
|
3954
4311
|
*/
|
|
3955
|
-
|
|
4312
|
+
netWorth: string;
|
|
3956
4313
|
/**
|
|
3957
|
-
*
|
|
4314
|
+
* Converted assets
|
|
3958
4315
|
*/
|
|
3959
|
-
|
|
4316
|
+
assets: string;
|
|
3960
4317
|
/**
|
|
3961
|
-
*
|
|
4318
|
+
* Converted liabilities
|
|
3962
4319
|
*/
|
|
3963
|
-
|
|
4320
|
+
liabilities: string;
|
|
3964
4321
|
/**
|
|
3965
|
-
*
|
|
4322
|
+
* Exchange rates used for conversion
|
|
3966
4323
|
*/
|
|
3967
|
-
|
|
4324
|
+
exchangeRates: {
|
|
3968
4325
|
[key: string]: unknown;
|
|
3969
4326
|
};
|
|
3970
4327
|
};
|
|
3971
|
-
type
|
|
4328
|
+
type NetWorthResponseDto = {
|
|
3972
4329
|
/**
|
|
3973
|
-
*
|
|
4330
|
+
* Total net worth (assets - liabilities, converted to base currency)
|
|
3974
4331
|
*/
|
|
3975
|
-
|
|
4332
|
+
netWorth: string;
|
|
3976
4333
|
/**
|
|
3977
|
-
*
|
|
4334
|
+
* Total assets value (converted)
|
|
3978
4335
|
*/
|
|
3979
|
-
|
|
4336
|
+
assets: string;
|
|
3980
4337
|
/**
|
|
3981
|
-
*
|
|
4338
|
+
* Total liabilities value (positive number, converted)
|
|
3982
4339
|
*/
|
|
3983
|
-
|
|
3984
|
-
};
|
|
3985
|
-
type HoldingAssetClassAccountSliceDto = {
|
|
4340
|
+
liabilities: string;
|
|
3986
4341
|
/**
|
|
3987
|
-
*
|
|
4342
|
+
* Monthly return (change from last month)
|
|
3988
4343
|
*/
|
|
3989
|
-
|
|
4344
|
+
monthlyReturn: string;
|
|
3990
4345
|
/**
|
|
3991
|
-
*
|
|
4346
|
+
* Monthly return percentage
|
|
3992
4347
|
*/
|
|
3993
|
-
|
|
4348
|
+
monthlyReturnPercentage: string;
|
|
3994
4349
|
/**
|
|
3995
|
-
*
|
|
4350
|
+
* Base currency code
|
|
3996
4351
|
*/
|
|
3997
|
-
|
|
4352
|
+
currency: string;
|
|
3998
4353
|
/**
|
|
3999
|
-
*
|
|
4354
|
+
* Data as of date (ISO 8601)
|
|
4000
4355
|
*/
|
|
4001
|
-
|
|
4356
|
+
asOf: string;
|
|
4002
4357
|
/**
|
|
4003
|
-
*
|
|
4358
|
+
* Balances grouped by original currency
|
|
4004
4359
|
*/
|
|
4005
|
-
|
|
4360
|
+
byCurrency?: NetWorthByCurrencyDto;
|
|
4006
4361
|
/**
|
|
4007
|
-
*
|
|
4362
|
+
* Converted values in base currency (undefined if no exchange rates available)
|
|
4008
4363
|
*/
|
|
4009
|
-
|
|
4364
|
+
converted?: ConvertedNetWorthDto;
|
|
4010
4365
|
/**
|
|
4011
|
-
*
|
|
4366
|
+
* Exchange rate warnings
|
|
4012
4367
|
*/
|
|
4013
|
-
|
|
4368
|
+
warnings?: Array<ExchangeRateWarningDto>;
|
|
4369
|
+
};
|
|
4370
|
+
type AccountItemDto = {
|
|
4014
4371
|
/**
|
|
4015
|
-
*
|
|
4372
|
+
* Account ID
|
|
4016
4373
|
*/
|
|
4017
|
-
|
|
4018
|
-
};
|
|
4019
|
-
type HoldingAssetClassCrossAccountResponseDto = {
|
|
4374
|
+
id: string;
|
|
4020
4375
|
/**
|
|
4021
|
-
*
|
|
4376
|
+
* Full account name
|
|
4022
4377
|
*/
|
|
4023
|
-
|
|
4378
|
+
name: string;
|
|
4024
4379
|
/**
|
|
4025
|
-
*
|
|
4380
|
+
* Display name (last part of account path)
|
|
4026
4381
|
*/
|
|
4027
|
-
|
|
4028
|
-
};
|
|
4029
|
-
type CashFlowByCurrencyDto = {
|
|
4382
|
+
displayName: string;
|
|
4030
4383
|
/**
|
|
4031
|
-
*
|
|
4384
|
+
* Account balance
|
|
4032
4385
|
*/
|
|
4033
|
-
|
|
4386
|
+
balance: string;
|
|
4034
4387
|
/**
|
|
4035
|
-
*
|
|
4388
|
+
* Currency code
|
|
4036
4389
|
*/
|
|
4037
|
-
|
|
4390
|
+
currency: string;
|
|
4038
4391
|
/**
|
|
4039
|
-
*
|
|
4392
|
+
* FX-converted balance in base currency; omitted when not convertible
|
|
4040
4393
|
*/
|
|
4041
|
-
|
|
4394
|
+
convertedBalance?: string;
|
|
4042
4395
|
};
|
|
4043
|
-
type
|
|
4396
|
+
type PlatformGroupDto = {
|
|
4044
4397
|
/**
|
|
4045
|
-
*
|
|
4398
|
+
* Platform ID
|
|
4046
4399
|
*/
|
|
4047
|
-
|
|
4400
|
+
platformId: string;
|
|
4048
4401
|
/**
|
|
4049
|
-
*
|
|
4402
|
+
* Platform display name
|
|
4050
4403
|
*/
|
|
4051
|
-
|
|
4404
|
+
platformName: string;
|
|
4052
4405
|
/**
|
|
4053
|
-
*
|
|
4406
|
+
* Accounts within this platform
|
|
4054
4407
|
*/
|
|
4055
|
-
|
|
4408
|
+
accounts: Array<AccountItemDto>;
|
|
4056
4409
|
/**
|
|
4057
|
-
*
|
|
4410
|
+
* FX-converted total balance in base currency
|
|
4058
4411
|
*/
|
|
4059
|
-
|
|
4412
|
+
totalBalance: string;
|
|
4060
4413
|
/**
|
|
4061
|
-
*
|
|
4414
|
+
* Raw (unconverted) balances grouped by currency
|
|
4062
4415
|
*/
|
|
4063
|
-
|
|
4064
|
-
[key: string]: unknown;
|
|
4065
|
-
};
|
|
4066
|
-
};
|
|
4067
|
-
type CashFlowResponseDto = {
|
|
4416
|
+
balanceByCurrency: Array<BalanceByCurrencyDto>;
|
|
4068
4417
|
/**
|
|
4069
|
-
*
|
|
4418
|
+
* Converted balance in base currency (omitted when no currency is convertible)
|
|
4070
4419
|
*/
|
|
4071
|
-
|
|
4420
|
+
convertedBalance?: string;
|
|
4072
4421
|
/**
|
|
4073
|
-
*
|
|
4422
|
+
* Share of the grand converted total (0-100); 0 when grand total is 0
|
|
4074
4423
|
*/
|
|
4075
|
-
|
|
4424
|
+
sharePct: number;
|
|
4425
|
+
};
|
|
4426
|
+
type AccountExchangeRateWarningDto = {
|
|
4076
4427
|
/**
|
|
4077
|
-
*
|
|
4428
|
+
* Warning type
|
|
4078
4429
|
*/
|
|
4079
|
-
|
|
4430
|
+
type: string;
|
|
4080
4431
|
/**
|
|
4081
|
-
*
|
|
4432
|
+
* Currency without exchange rate
|
|
4082
4433
|
*/
|
|
4083
|
-
|
|
4434
|
+
currency: string;
|
|
4084
4435
|
/**
|
|
4085
|
-
*
|
|
4436
|
+
* Affected account paths
|
|
4086
4437
|
*/
|
|
4087
|
-
|
|
4438
|
+
accounts: Array<string>;
|
|
4088
4439
|
/**
|
|
4089
|
-
*
|
|
4440
|
+
* Total amount in this currency
|
|
4090
4441
|
*/
|
|
4091
|
-
|
|
4442
|
+
totalAmount: string;
|
|
4443
|
+
};
|
|
4444
|
+
type AccountsSummaryDto = {
|
|
4092
4445
|
/**
|
|
4093
|
-
*
|
|
4446
|
+
* Total number of accounts
|
|
4094
4447
|
*/
|
|
4095
|
-
|
|
4448
|
+
totalAccounts: number;
|
|
4096
4449
|
/**
|
|
4097
|
-
*
|
|
4450
|
+
* Total number of platforms
|
|
4098
4451
|
*/
|
|
4099
|
-
|
|
4452
|
+
totalPlatforms: number;
|
|
4100
4453
|
/**
|
|
4101
|
-
*
|
|
4454
|
+
* Base currency for conversion
|
|
4102
4455
|
*/
|
|
4103
|
-
|
|
4104
|
-
};
|
|
4105
|
-
type CategoryGroupDto = {
|
|
4456
|
+
baseCurrency: string;
|
|
4106
4457
|
/**
|
|
4107
|
-
*
|
|
4458
|
+
* Per-account exchange rate warnings
|
|
4108
4459
|
*/
|
|
4109
|
-
|
|
4460
|
+
warnings?: Array<AccountExchangeRateWarningDto>;
|
|
4461
|
+
};
|
|
4462
|
+
type AccountsResponseDto = {
|
|
4110
4463
|
/**
|
|
4111
|
-
*
|
|
4464
|
+
* Account groups by platform
|
|
4112
4465
|
*/
|
|
4113
|
-
|
|
4466
|
+
groups: Array<PlatformGroupDto>;
|
|
4114
4467
|
/**
|
|
4115
|
-
*
|
|
4468
|
+
* Summary statistics
|
|
4116
4469
|
*/
|
|
4117
|
-
|
|
4470
|
+
summary: AccountsSummaryDto;
|
|
4471
|
+
};
|
|
4472
|
+
type AccountItemWithAssetClassDto = {
|
|
4118
4473
|
/**
|
|
4119
|
-
*
|
|
4474
|
+
* Account ID
|
|
4120
4475
|
*/
|
|
4121
|
-
|
|
4476
|
+
id: string;
|
|
4122
4477
|
/**
|
|
4123
|
-
*
|
|
4478
|
+
* Full account name
|
|
4124
4479
|
*/
|
|
4125
|
-
|
|
4126
|
-
};
|
|
4127
|
-
type ExpensesByCategorySummaryDto = {
|
|
4480
|
+
name: string;
|
|
4128
4481
|
/**
|
|
4129
|
-
*
|
|
4482
|
+
* Display name (last part of account path)
|
|
4130
4483
|
*/
|
|
4131
|
-
|
|
4484
|
+
displayName: string;
|
|
4132
4485
|
/**
|
|
4133
|
-
*
|
|
4486
|
+
* Account balance
|
|
4134
4487
|
*/
|
|
4135
|
-
|
|
4136
|
-
};
|
|
4137
|
-
type ExpensesByCategoryResponseDto = {
|
|
4488
|
+
balance: string;
|
|
4138
4489
|
/**
|
|
4139
|
-
*
|
|
4490
|
+
* Currency code
|
|
4140
4491
|
*/
|
|
4141
|
-
|
|
4492
|
+
currency: string;
|
|
4142
4493
|
/**
|
|
4143
|
-
*
|
|
4494
|
+
* FX-converted balance in base currency; omitted when not convertible
|
|
4144
4495
|
*/
|
|
4145
|
-
|
|
4496
|
+
convertedBalance?: string;
|
|
4146
4497
|
/**
|
|
4147
|
-
*
|
|
4498
|
+
* Asset class
|
|
4148
4499
|
*/
|
|
4149
|
-
|
|
4500
|
+
assetClass: string;
|
|
4150
4501
|
/**
|
|
4151
|
-
*
|
|
4502
|
+
* Asset sub-class (Prisma-compatible)
|
|
4152
4503
|
*/
|
|
4153
|
-
|
|
4504
|
+
assetSubClass?: string;
|
|
4154
4505
|
/**
|
|
4155
|
-
*
|
|
4506
|
+
* Regional sub-class (region-specific, for display)
|
|
4156
4507
|
*/
|
|
4157
|
-
|
|
4158
|
-
};
|
|
4159
|
-
type MonetaryDto = {
|
|
4508
|
+
regionalSubClass?: string;
|
|
4160
4509
|
/**
|
|
4161
|
-
*
|
|
4510
|
+
* Risk level
|
|
4162
4511
|
*/
|
|
4163
|
-
|
|
4512
|
+
riskLevel?: string;
|
|
4164
4513
|
/**
|
|
4165
|
-
*
|
|
4514
|
+
* ADR-0105 classification provenance (holding level always; account level only on FALLBACK)
|
|
4166
4515
|
*/
|
|
4167
|
-
|
|
4516
|
+
source?: 'USER_META' | 'FIAT_CURRENCY' | 'OPENBB_MAPPING' | 'FALLBACK';
|
|
4517
|
+
};
|
|
4518
|
+
/**
|
|
4519
|
+
* ADR-0105 classification provenance (holding level always; account level only on FALLBACK)
|
|
4520
|
+
*/
|
|
4521
|
+
type source2 = 'USER_META' | 'FIAT_CURRENCY' | 'OPENBB_MAPPING' | 'FALLBACK';
|
|
4522
|
+
type AssetClassGroupDto = {
|
|
4168
4523
|
/**
|
|
4169
|
-
*
|
|
4524
|
+
* Asset class name
|
|
4170
4525
|
*/
|
|
4171
|
-
|
|
4172
|
-
[key: string]: unknown;
|
|
4173
|
-
} | null;
|
|
4174
|
-
};
|
|
4175
|
-
type CurrentPriceDto = {
|
|
4526
|
+
assetClass: 'LIQUIDITY' | 'EQUITY' | 'FIXED_INCOME' | 'PRECIOUS_METALS' | 'COMMODITY' | 'INSURANCE' | 'ALTERNATIVE_INVESTMENT' | 'PERSONAL_ASSETS' | 'LIABILITY' | 'REAL_ESTATE' | 'INDEX';
|
|
4176
4527
|
/**
|
|
4177
|
-
*
|
|
4528
|
+
* Asset sub-class name
|
|
4178
4529
|
*/
|
|
4179
|
-
|
|
4530
|
+
assetSubClass?: string;
|
|
4180
4531
|
/**
|
|
4181
|
-
*
|
|
4532
|
+
* Accounts within this asset class
|
|
4182
4533
|
*/
|
|
4183
|
-
|
|
4534
|
+
accounts: Array<AccountItemWithAssetClassDto>;
|
|
4184
4535
|
/**
|
|
4185
|
-
*
|
|
4536
|
+
* Balances grouped by currency
|
|
4186
4537
|
*/
|
|
4187
|
-
|
|
4538
|
+
balanceByCurrency: Array<BalanceByCurrencyDto>;
|
|
4188
4539
|
/**
|
|
4189
|
-
*
|
|
4540
|
+
* Converted balance in base currency
|
|
4190
4541
|
*/
|
|
4191
|
-
|
|
4542
|
+
convertedBalance?: string;
|
|
4192
4543
|
};
|
|
4193
4544
|
/**
|
|
4194
|
-
*
|
|
4545
|
+
* Asset class name
|
|
4195
4546
|
*/
|
|
4196
|
-
type
|
|
4197
|
-
type
|
|
4198
|
-
from: string;
|
|
4199
|
-
to: string;
|
|
4200
|
-
/**
|
|
4201
|
-
* FX rate (Decimal string)
|
|
4202
|
-
*/
|
|
4203
|
-
rate: string;
|
|
4547
|
+
type assetClass = 'LIQUIDITY' | 'EQUITY' | 'FIXED_INCOME' | 'PRECIOUS_METALS' | 'COMMODITY' | 'INSURANCE' | 'ALTERNATIVE_INVESTMENT' | 'PERSONAL_ASSETS' | 'LIABILITY' | 'REAL_ESTATE' | 'INDEX';
|
|
4548
|
+
type AssetClassSummaryDto = {
|
|
4204
4549
|
/**
|
|
4205
|
-
*
|
|
4550
|
+
* Total number of accounts
|
|
4206
4551
|
*/
|
|
4207
|
-
|
|
4208
|
-
};
|
|
4209
|
-
type HoldingPnlRowDto = {
|
|
4552
|
+
totalAccounts: number;
|
|
4210
4553
|
/**
|
|
4211
|
-
*
|
|
4554
|
+
* Total number of asset classes
|
|
4212
4555
|
*/
|
|
4213
|
-
|
|
4556
|
+
totalAssetClasses: number;
|
|
4214
4557
|
/**
|
|
4215
|
-
*
|
|
4558
|
+
* Base currency for conversion
|
|
4216
4559
|
*/
|
|
4217
|
-
|
|
4560
|
+
baseCurrency: string;
|
|
4218
4561
|
/**
|
|
4219
|
-
*
|
|
4562
|
+
* Exchange rate warnings
|
|
4220
4563
|
*/
|
|
4221
|
-
|
|
4222
|
-
[key: string]: unknown;
|
|
4223
|
-
} | null;
|
|
4564
|
+
warnings?: Array<AccountExchangeRateWarningDto>;
|
|
4224
4565
|
/**
|
|
4225
|
-
*
|
|
4566
|
+
* ADR-0105 §4 fallback provenance stats (holding level only). valueRatio is the grey-area share of total converted value; count is the number of source=FALLBACK holdings.
|
|
4226
4567
|
*/
|
|
4227
|
-
|
|
4568
|
+
fallback?: {
|
|
4228
4569
|
[key: string]: unknown;
|
|
4229
|
-
}
|
|
4570
|
+
};
|
|
4571
|
+
};
|
|
4572
|
+
type AssetClassAccountsResponseDto = {
|
|
4230
4573
|
/**
|
|
4231
|
-
*
|
|
4574
|
+
* Account groups by asset class
|
|
4232
4575
|
*/
|
|
4233
|
-
|
|
4576
|
+
groups: Array<AssetClassGroupDto>;
|
|
4234
4577
|
/**
|
|
4235
|
-
*
|
|
4578
|
+
* Summary statistics
|
|
4236
4579
|
*/
|
|
4237
|
-
|
|
4238
|
-
assetClass: string;
|
|
4239
|
-
assetSubClass?: {
|
|
4240
|
-
[key: string]: unknown;
|
|
4241
|
-
} | null;
|
|
4580
|
+
summary: AssetClassSummaryDto;
|
|
4242
4581
|
/**
|
|
4243
|
-
*
|
|
4582
|
+
* ADR-0105 §6 holding-level grey-area bucket (source=FALLBACK holdings peeled out of groups). Present only for groupBy=holdingAssetClass when FALLBACK holdings exist.
|
|
4244
4583
|
*/
|
|
4245
|
-
|
|
4584
|
+
uncategorized?: AssetClassGroupDto;
|
|
4585
|
+
};
|
|
4586
|
+
type HoldingAssetClassAccountSliceDto = {
|
|
4246
4587
|
/**
|
|
4247
|
-
*
|
|
4588
|
+
* Account ID
|
|
4248
4589
|
*/
|
|
4249
|
-
|
|
4590
|
+
accountId: string;
|
|
4250
4591
|
/**
|
|
4251
|
-
*
|
|
4592
|
+
* Full account path
|
|
4252
4593
|
*/
|
|
4253
|
-
|
|
4594
|
+
accountPath: string;
|
|
4254
4595
|
/**
|
|
4255
|
-
*
|
|
4596
|
+
* Currency of the holding with the largest converted base value; undefined when no holding is convertible
|
|
4256
4597
|
*/
|
|
4257
|
-
|
|
4598
|
+
accountCurrency?: string;
|
|
4258
4599
|
/**
|
|
4259
|
-
*
|
|
4600
|
+
* Account's market value in base currency (Σ converted holdings; grey bucket included)
|
|
4260
4601
|
*/
|
|
4261
|
-
|
|
4602
|
+
marketValueBase: string;
|
|
4262
4603
|
/**
|
|
4263
|
-
*
|
|
4604
|
+
* Share of the global total (0-100). 0 when globalTotal is zero (no NaN/Infinity).
|
|
4264
4605
|
*/
|
|
4265
|
-
|
|
4266
|
-
[key: string]: unknown;
|
|
4267
|
-
} | null;
|
|
4606
|
+
shareOfTotalPct: number;
|
|
4268
4607
|
/**
|
|
4269
|
-
*
|
|
4608
|
+
* Per-account asset-class breakdown
|
|
4270
4609
|
*/
|
|
4271
|
-
|
|
4272
|
-
[key: string]: unknown;
|
|
4273
|
-
} | null;
|
|
4610
|
+
groups: Array<AssetClassGroupDto>;
|
|
4274
4611
|
/**
|
|
4275
|
-
*
|
|
4612
|
+
* Per-account grey bucket (source=FALLBACK holdings, incl. broker cash)
|
|
4276
4613
|
*/
|
|
4277
|
-
|
|
4614
|
+
uncategorized?: AssetClassGroupDto;
|
|
4278
4615
|
/**
|
|
4279
|
-
*
|
|
4616
|
+
* Every holding row for this account (account ID in each row’s `id` field)
|
|
4280
4617
|
*/
|
|
4281
|
-
|
|
4618
|
+
holdings: Array<AccountItemWithAssetClassDto>;
|
|
4619
|
+
};
|
|
4620
|
+
type HoldingAssetClassCrossAccountResponseDto = {
|
|
4282
4621
|
/**
|
|
4283
|
-
*
|
|
4622
|
+
* Merged cross-account holding aggregation
|
|
4284
4623
|
*/
|
|
4285
|
-
|
|
4286
|
-
[key: string]: unknown;
|
|
4287
|
-
} | null;
|
|
4624
|
+
global: AssetClassAccountsResponseDto;
|
|
4288
4625
|
/**
|
|
4289
|
-
*
|
|
4626
|
+
* Per-account slices
|
|
4290
4627
|
*/
|
|
4291
|
-
|
|
4628
|
+
byAccount: Array<HoldingAssetClassAccountSliceDto>;
|
|
4292
4629
|
};
|
|
4293
|
-
|
|
4294
|
-
* Chart segment token (libs/common resolver)
|
|
4295
|
-
*/
|
|
4296
|
-
type chartToken = 'equity' | 'fund' | 'bond' | 'cash' | 'other';
|
|
4297
|
-
type HoldingPnlWarningDto = {
|
|
4630
|
+
type CashFlowByCurrencyDto = {
|
|
4298
4631
|
/**
|
|
4299
|
-
*
|
|
4632
|
+
* Income by currency
|
|
4300
4633
|
*/
|
|
4301
|
-
|
|
4302
|
-
symbol?: {
|
|
4303
|
-
[key: string]: unknown;
|
|
4304
|
-
} | null;
|
|
4305
|
-
accountId?: {
|
|
4306
|
-
[key: string]: unknown;
|
|
4307
|
-
} | null;
|
|
4308
|
-
currency?: {
|
|
4309
|
-
[key: string]: unknown;
|
|
4310
|
-
} | null;
|
|
4311
|
-
};
|
|
4312
|
-
/**
|
|
4313
|
-
* Warning type
|
|
4314
|
-
*/
|
|
4315
|
-
type type4 = 'MISSING_COST_FX_RATE' | 'MISSING_MARKET_FX_RATE' | 'MISSING_SALE_PRICE' | 'MISSING_REALIZED_FX_RATE' | 'OVERSOLD_LOTS' | 'NO_PRICE' | 'MIXED_COST_CURRENCY';
|
|
4316
|
-
type HoldingPnlResponseDto = {
|
|
4317
|
-
asOfDate: string;
|
|
4318
|
-
baseCurrency: string;
|
|
4634
|
+
income: Array<BalanceByCurrencyDto>;
|
|
4319
4635
|
/**
|
|
4320
|
-
*
|
|
4636
|
+
* Expense by currency
|
|
4321
4637
|
*/
|
|
4322
|
-
|
|
4323
|
-
|
|
4324
|
-
|
|
4638
|
+
expense: Array<BalanceByCurrencyDto>;
|
|
4639
|
+
/**
|
|
4640
|
+
* Net savings by currency
|
|
4641
|
+
*/
|
|
4642
|
+
netSavings: Array<BalanceByCurrencyDto>;
|
|
4325
4643
|
};
|
|
4326
|
-
|
|
4327
|
-
* Realized-P&L lot-matching method (FIFO or average). Unrealized cost basis remains average regardless of this value (#473).
|
|
4328
|
-
*/
|
|
4329
|
-
type method = 'average' | 'FIFO';
|
|
4330
|
-
type CreateBeanPriceDto = {
|
|
4644
|
+
type ConvertedCashFlowDto = {
|
|
4331
4645
|
/**
|
|
4332
|
-
*
|
|
4646
|
+
* Base currency for conversion
|
|
4333
4647
|
*/
|
|
4334
|
-
|
|
4648
|
+
baseCurrency: string;
|
|
4335
4649
|
/**
|
|
4336
|
-
*
|
|
4650
|
+
* Converted income
|
|
4337
4651
|
*/
|
|
4338
|
-
|
|
4652
|
+
income: string;
|
|
4339
4653
|
/**
|
|
4340
|
-
*
|
|
4654
|
+
* Converted expense
|
|
4341
4655
|
*/
|
|
4342
|
-
|
|
4656
|
+
expense: string;
|
|
4343
4657
|
/**
|
|
4344
|
-
*
|
|
4658
|
+
* Converted net savings
|
|
4345
4659
|
*/
|
|
4346
|
-
|
|
4660
|
+
netSavings: string;
|
|
4347
4661
|
/**
|
|
4348
|
-
*
|
|
4662
|
+
* Exchange rates used for conversion
|
|
4349
4663
|
*/
|
|
4350
|
-
|
|
4664
|
+
exchangeRates: {
|
|
4351
4665
|
[key: string]: unknown;
|
|
4352
4666
|
};
|
|
4353
4667
|
};
|
|
4354
|
-
type
|
|
4355
|
-
/**
|
|
4356
|
-
* Unique identifier
|
|
4357
|
-
*/
|
|
4358
|
-
id: string;
|
|
4359
|
-
/**
|
|
4360
|
-
* User ID (owner of the price)
|
|
4361
|
-
*/
|
|
4362
|
-
userId: string;
|
|
4668
|
+
type CashFlowResponseDto = {
|
|
4363
4669
|
/**
|
|
4364
|
-
*
|
|
4670
|
+
* Period identifier (YYYY-MM)
|
|
4365
4671
|
*/
|
|
4366
|
-
|
|
4672
|
+
period: string;
|
|
4367
4673
|
/**
|
|
4368
|
-
*
|
|
4674
|
+
* Total income for the period (converted)
|
|
4369
4675
|
*/
|
|
4370
|
-
|
|
4676
|
+
income: string;
|
|
4371
4677
|
/**
|
|
4372
|
-
*
|
|
4678
|
+
* Total expenses for the period (converted)
|
|
4373
4679
|
*/
|
|
4374
|
-
|
|
4680
|
+
expense: string;
|
|
4375
4681
|
/**
|
|
4376
|
-
*
|
|
4682
|
+
* Net savings (income - expense, converted)
|
|
4377
4683
|
*/
|
|
4378
|
-
|
|
4684
|
+
netSavings: string;
|
|
4379
4685
|
/**
|
|
4380
|
-
*
|
|
4686
|
+
* Savings rate percentage (netSavings / income * 100)
|
|
4381
4687
|
*/
|
|
4382
|
-
|
|
4383
|
-
[key: string]: unknown;
|
|
4384
|
-
};
|
|
4688
|
+
savingsRate: string;
|
|
4385
4689
|
/**
|
|
4386
|
-
*
|
|
4690
|
+
* Base currency code
|
|
4387
4691
|
*/
|
|
4388
|
-
|
|
4692
|
+
currency: string;
|
|
4389
4693
|
/**
|
|
4390
|
-
*
|
|
4694
|
+
* Cash flow grouped by original currency
|
|
4391
4695
|
*/
|
|
4392
|
-
|
|
4393
|
-
};
|
|
4394
|
-
type PriceListResponseDto = {
|
|
4696
|
+
byCurrency?: CashFlowByCurrencyDto;
|
|
4395
4697
|
/**
|
|
4396
|
-
*
|
|
4698
|
+
* Converted values in base currency
|
|
4397
4699
|
*/
|
|
4398
|
-
|
|
4700
|
+
converted?: ConvertedCashFlowDto;
|
|
4399
4701
|
/**
|
|
4400
|
-
*
|
|
4702
|
+
* Exchange rate warnings
|
|
4401
4703
|
*/
|
|
4402
|
-
|
|
4704
|
+
warnings?: Array<ExchangeRateWarningDto>;
|
|
4403
4705
|
};
|
|
4404
|
-
type
|
|
4706
|
+
type CategoryGroupDto = {
|
|
4405
4707
|
/**
|
|
4406
|
-
*
|
|
4708
|
+
* Functional category (account-path Group segment); regional and universal account paths merge under it
|
|
4407
4709
|
*/
|
|
4408
|
-
|
|
4710
|
+
category: string;
|
|
4409
4711
|
/**
|
|
4410
|
-
*
|
|
4712
|
+
* Converted total for this category in base currency (expense amount when flow=expense, income amount when flow=income)
|
|
4411
4713
|
*/
|
|
4412
|
-
|
|
4714
|
+
totalExpense: string;
|
|
4413
4715
|
/**
|
|
4414
|
-
*
|
|
4716
|
+
* Share of grand total (0-100); 0 when grand total is 0
|
|
4415
4717
|
*/
|
|
4416
|
-
|
|
4718
|
+
sharePct: number;
|
|
4417
4719
|
/**
|
|
4418
|
-
*
|
|
4720
|
+
* Raw (unconverted) expense per currency
|
|
4419
4721
|
*/
|
|
4420
|
-
|
|
4722
|
+
balanceByCurrency: Array<BalanceByCurrencyDto>;
|
|
4421
4723
|
/**
|
|
4422
|
-
*
|
|
4724
|
+
* Converted total in base currency (omitted when FX missing for all currencies in this category)
|
|
4423
4725
|
*/
|
|
4424
|
-
|
|
4425
|
-
[key: string]: unknown;
|
|
4426
|
-
};
|
|
4726
|
+
convertedBalance?: string;
|
|
4427
4727
|
};
|
|
4428
|
-
type
|
|
4728
|
+
type ExpensesByCategorySummaryDto = {
|
|
4429
4729
|
/**
|
|
4430
|
-
*
|
|
4730
|
+
* Total across all categories, converted (convertible categories only); expense totals when flow=expense, income totals when flow=income
|
|
4431
4731
|
*/
|
|
4432
|
-
|
|
4732
|
+
totalExpense: string;
|
|
4433
4733
|
/**
|
|
4434
|
-
*
|
|
4734
|
+
* Number of categories
|
|
4435
4735
|
*/
|
|
4436
|
-
|
|
4736
|
+
categoryCount: number;
|
|
4437
4737
|
};
|
|
4438
|
-
type
|
|
4439
|
-
/**
|
|
4440
|
-
* Date in YYYY-MM-DD format
|
|
4441
|
-
*/
|
|
4442
|
-
date: string;
|
|
4738
|
+
type ExpensesByCategoryResponseDto = {
|
|
4443
4739
|
/**
|
|
4444
|
-
*
|
|
4740
|
+
* Period requested
|
|
4445
4741
|
*/
|
|
4446
|
-
|
|
4742
|
+
period: string;
|
|
4447
4743
|
/**
|
|
4448
|
-
*
|
|
4744
|
+
* Base currency for converted values
|
|
4449
4745
|
*/
|
|
4450
|
-
|
|
4451
|
-
[key: string]: unknown;
|
|
4452
|
-
};
|
|
4746
|
+
baseCurrency: string;
|
|
4453
4747
|
/**
|
|
4454
|
-
*
|
|
4748
|
+
* Expense groups by functional category, sorted by converted total desc
|
|
4455
4749
|
*/
|
|
4456
|
-
|
|
4750
|
+
groups: Array<CategoryGroupDto>;
|
|
4457
4751
|
/**
|
|
4458
|
-
*
|
|
4752
|
+
* Summary statistics
|
|
4459
4753
|
*/
|
|
4460
|
-
|
|
4754
|
+
summary: ExpensesByCategorySummaryDto;
|
|
4461
4755
|
/**
|
|
4462
|
-
*
|
|
4756
|
+
* Exchange rate warnings (e.g. missing rate for a currency)
|
|
4463
4757
|
*/
|
|
4464
|
-
|
|
4758
|
+
warnings?: Array<ExchangeRateWarningDto>;
|
|
4465
4759
|
};
|
|
4466
|
-
type
|
|
4760
|
+
type MonetaryDto = {
|
|
4761
|
+
/**
|
|
4762
|
+
* Amount (Decimal string)
|
|
4763
|
+
*/
|
|
4764
|
+
amount: string;
|
|
4467
4765
|
/**
|
|
4468
|
-
*
|
|
4766
|
+
* ISO 4217 currency
|
|
4469
4767
|
*/
|
|
4470
|
-
|
|
4768
|
+
currency: string;
|
|
4471
4769
|
/**
|
|
4472
|
-
*
|
|
4770
|
+
* Converted to user base currency (Decimal string)
|
|
4473
4771
|
*/
|
|
4474
|
-
|
|
4772
|
+
baseCcyEquivalent?: {
|
|
4773
|
+
[key: string]: unknown;
|
|
4774
|
+
} | null;
|
|
4775
|
+
};
|
|
4776
|
+
type CurrentPriceDto = {
|
|
4475
4777
|
/**
|
|
4476
|
-
*
|
|
4778
|
+
* Price amount (Decimal string)
|
|
4477
4779
|
*/
|
|
4478
|
-
|
|
4780
|
+
amount: string;
|
|
4479
4781
|
/**
|
|
4480
|
-
*
|
|
4782
|
+
* Price currency (ISO 4217)
|
|
4481
4783
|
*/
|
|
4482
|
-
|
|
4483
|
-
};
|
|
4484
|
-
type MultiCurrencyPointDto = {
|
|
4784
|
+
currency: string;
|
|
4485
4785
|
/**
|
|
4486
|
-
*
|
|
4786
|
+
* Price date (ISO 8601)
|
|
4487
4787
|
*/
|
|
4488
4788
|
date: string;
|
|
4489
4789
|
/**
|
|
4490
|
-
*
|
|
4790
|
+
* Price source
|
|
4491
4791
|
*/
|
|
4492
|
-
|
|
4792
|
+
source: 'USER_OVERRIDE' | 'OPENBB_EQUITY' | 'OPENBB_CURRENCY';
|
|
4493
4793
|
};
|
|
4494
|
-
|
|
4794
|
+
/**
|
|
4795
|
+
* Price source
|
|
4796
|
+
*/
|
|
4797
|
+
type source3 = 'USER_OVERRIDE' | 'OPENBB_EQUITY' | 'OPENBB_CURRENCY';
|
|
4798
|
+
type FxRateDto = {
|
|
4799
|
+
from: string;
|
|
4800
|
+
to: string;
|
|
4495
4801
|
/**
|
|
4496
|
-
*
|
|
4802
|
+
* FX rate (Decimal string)
|
|
4497
4803
|
*/
|
|
4498
|
-
|
|
4804
|
+
rate: string;
|
|
4499
4805
|
/**
|
|
4500
|
-
*
|
|
4806
|
+
* Rate date (ISO 8601)
|
|
4501
4807
|
*/
|
|
4502
|
-
|
|
4808
|
+
date: string;
|
|
4809
|
+
};
|
|
4810
|
+
type HoldingPnlRowDto = {
|
|
4503
4811
|
/**
|
|
4504
|
-
*
|
|
4812
|
+
* Account UUID
|
|
4505
4813
|
*/
|
|
4506
|
-
|
|
4814
|
+
accountId: string;
|
|
4507
4815
|
/**
|
|
4508
|
-
*
|
|
4816
|
+
* Full account path
|
|
4509
4817
|
*/
|
|
4510
|
-
|
|
4818
|
+
accountPath: string;
|
|
4511
4819
|
/**
|
|
4512
|
-
*
|
|
4820
|
+
* Account settlement currency (ISO 4217), from cost currency
|
|
4513
4821
|
*/
|
|
4514
|
-
|
|
4822
|
+
accountCcy?: {
|
|
4823
|
+
[key: string]: unknown;
|
|
4824
|
+
} | null;
|
|
4515
4825
|
/**
|
|
4516
|
-
*
|
|
4826
|
+
* Broker type derived from Platform.type
|
|
4517
4827
|
*/
|
|
4518
|
-
|
|
4828
|
+
brokerType?: {
|
|
4829
|
+
[key: string]: unknown;
|
|
4830
|
+
} | null;
|
|
4519
4831
|
/**
|
|
4520
|
-
*
|
|
4832
|
+
* Commodity symbol
|
|
4521
4833
|
*/
|
|
4522
|
-
|
|
4523
|
-
};
|
|
4524
|
-
type CashFlowPointDto = {
|
|
4834
|
+
symbol: string;
|
|
4525
4835
|
/**
|
|
4526
|
-
*
|
|
4836
|
+
* Chart segment token (libs/common resolver)
|
|
4527
4837
|
*/
|
|
4528
|
-
|
|
4838
|
+
chartToken: 'equity' | 'fund' | 'bond' | 'cash' | 'other';
|
|
4839
|
+
assetClass: string;
|
|
4840
|
+
assetSubClass?: {
|
|
4841
|
+
[key: string]: unknown;
|
|
4842
|
+
} | null;
|
|
4529
4843
|
/**
|
|
4530
|
-
*
|
|
4844
|
+
* Net held units (Decimal string)
|
|
4531
4845
|
*/
|
|
4532
|
-
|
|
4846
|
+
units: string;
|
|
4533
4847
|
/**
|
|
4534
|
-
*
|
|
4848
|
+
* Average cost per unit; null when cost currency conflicts or no cost
|
|
4535
4849
|
*/
|
|
4536
|
-
|
|
4850
|
+
averageCostPerUnit?: MonetaryDto | null;
|
|
4537
4851
|
/**
|
|
4538
|
-
*
|
|
4852
|
+
* Cost basis of held units
|
|
4539
4853
|
*/
|
|
4540
|
-
|
|
4541
|
-
};
|
|
4542
|
-
type CashFlowTrendSummaryDto = {
|
|
4854
|
+
costBasis?: MonetaryDto | null;
|
|
4543
4855
|
/**
|
|
4544
|
-
*
|
|
4856
|
+
* Market value at asOf price
|
|
4545
4857
|
*/
|
|
4546
|
-
|
|
4858
|
+
marketValue?: MonetaryDto | null;
|
|
4547
4859
|
/**
|
|
4548
|
-
*
|
|
4860
|
+
* Price used for market value
|
|
4549
4861
|
*/
|
|
4550
|
-
|
|
4862
|
+
currentPrice?: CurrentPriceDto | null;
|
|
4551
4863
|
/**
|
|
4552
|
-
*
|
|
4864
|
+
* Unrealized P&L in base currency (Decimal string); null when any FX/price missing
|
|
4553
4865
|
*/
|
|
4554
|
-
|
|
4866
|
+
unrealizedPnlBase?: {
|
|
4867
|
+
[key: string]: unknown;
|
|
4868
|
+
} | null;
|
|
4555
4869
|
/**
|
|
4556
|
-
*
|
|
4870
|
+
* Unrealized P&L % (Decimal string)
|
|
4557
4871
|
*/
|
|
4558
|
-
|
|
4559
|
-
|
|
4560
|
-
|
|
4872
|
+
unrealizedPnlPct?: {
|
|
4873
|
+
[key: string]: unknown;
|
|
4874
|
+
} | null;
|
|
4561
4875
|
/**
|
|
4562
|
-
*
|
|
4876
|
+
* Historical FX rate applied to cost basis
|
|
4563
4877
|
*/
|
|
4564
|
-
|
|
4878
|
+
costFxRate?: FxRateDto | null;
|
|
4565
4879
|
/**
|
|
4566
|
-
*
|
|
4880
|
+
* FX rate applied to market value
|
|
4567
4881
|
*/
|
|
4568
|
-
|
|
4882
|
+
marketFxRate?: FxRateDto | null;
|
|
4569
4883
|
/**
|
|
4570
|
-
*
|
|
4884
|
+
* Share of invested assets % (Decimal string); only for invested chartTokens
|
|
4571
4885
|
*/
|
|
4572
|
-
|
|
4886
|
+
pctOfInvestedAssets?: {
|
|
4887
|
+
[key: string]: unknown;
|
|
4888
|
+
} | null;
|
|
4573
4889
|
/**
|
|
4574
|
-
*
|
|
4890
|
+
* Cumulative realized P&L on sold lots (asOf-date cutoff); null when the method has no applicable sells, a sell lacks a price, or any required FX rate is missing (never-mix). When a sell spans multiple currencies (cross-currency sale), amount and currency reflect the base currency; baseCcyEquivalent is always the authoritative dual-FX figure
|
|
4575
4891
|
*/
|
|
4576
|
-
|
|
4892
|
+
realizedPnl?: MonetaryDto | null;
|
|
4893
|
+
};
|
|
4894
|
+
/**
|
|
4895
|
+
* Chart segment token (libs/common resolver)
|
|
4896
|
+
*/
|
|
4897
|
+
type chartToken = 'equity' | 'fund' | 'bond' | 'cash' | 'other';
|
|
4898
|
+
type HoldingPnlWarningDto = {
|
|
4577
4899
|
/**
|
|
4578
|
-
*
|
|
4900
|
+
* Warning type
|
|
4579
4901
|
*/
|
|
4580
|
-
|
|
4902
|
+
type: 'MISSING_COST_FX_RATE' | 'MISSING_MARKET_FX_RATE' | 'MISSING_SALE_PRICE' | 'MISSING_REALIZED_FX_RATE' | 'OVERSOLD_LOTS' | 'NO_PRICE' | 'MIXED_COST_CURRENCY';
|
|
4903
|
+
symbol?: {
|
|
4904
|
+
[key: string]: unknown;
|
|
4905
|
+
} | null;
|
|
4906
|
+
accountId?: {
|
|
4907
|
+
[key: string]: unknown;
|
|
4908
|
+
} | null;
|
|
4909
|
+
currency?: {
|
|
4910
|
+
[key: string]: unknown;
|
|
4911
|
+
} | null;
|
|
4912
|
+
};
|
|
4913
|
+
/**
|
|
4914
|
+
* Warning type
|
|
4915
|
+
*/
|
|
4916
|
+
type type4 = 'MISSING_COST_FX_RATE' | 'MISSING_MARKET_FX_RATE' | 'MISSING_SALE_PRICE' | 'MISSING_REALIZED_FX_RATE' | 'OVERSOLD_LOTS' | 'NO_PRICE' | 'MIXED_COST_CURRENCY';
|
|
4917
|
+
type HoldingPnlResponseDto = {
|
|
4918
|
+
asOfDate: string;
|
|
4919
|
+
baseCurrency: string;
|
|
4581
4920
|
/**
|
|
4582
|
-
*
|
|
4921
|
+
* Realized-P&L lot-matching method (FIFO or average). Unrealized cost basis remains average regardless of this value (#473).
|
|
4583
4922
|
*/
|
|
4584
|
-
|
|
4923
|
+
method: 'average' | 'FIFO';
|
|
4924
|
+
rows: Array<HoldingPnlRowDto>;
|
|
4925
|
+
warnings: Array<HoldingPnlWarningDto>;
|
|
4585
4926
|
};
|
|
4586
|
-
|
|
4587
|
-
|
|
4588
|
-
|
|
4589
|
-
type
|
|
4927
|
+
/**
|
|
4928
|
+
* Realized-P&L lot-matching method (FIFO or average). Unrealized cost basis remains average regardless of this value (#473).
|
|
4929
|
+
*/
|
|
4930
|
+
type method = 'average' | 'FIFO';
|
|
4590
4931
|
type AnonymousLoginDto = {
|
|
4591
4932
|
/**
|
|
4592
4933
|
* Access token for anonymous login
|
|
4593
4934
|
*/
|
|
4594
4935
|
accessToken: string;
|
|
4595
4936
|
};
|
|
4937
|
+
type AnonymousLoginResponseDto = {
|
|
4938
|
+
/**
|
|
4939
|
+
* JWT auth token
|
|
4940
|
+
*/
|
|
4941
|
+
authToken: string;
|
|
4942
|
+
};
|
|
4596
4943
|
type AccountControllerCreateData = {
|
|
4597
4944
|
/**
|
|
4598
4945
|
* Region code for tenant context
|
|
@@ -4619,7 +4966,7 @@ type AccountControllerFindAllData = {
|
|
|
4619
4966
|
*/
|
|
4620
4967
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
4621
4968
|
/**
|
|
4622
|
-
* Search term for path
|
|
4969
|
+
* Search term for account path
|
|
4623
4970
|
*/
|
|
4624
4971
|
search?: string;
|
|
4625
4972
|
/**
|
|
@@ -4690,6 +5037,18 @@ type AccountControllerReopenData = {
|
|
|
4690
5037
|
requestBody: ReopenAccountDto;
|
|
4691
5038
|
};
|
|
4692
5039
|
type AccountControllerReopenResponse = AccountResponseDto;
|
|
5040
|
+
type AccountControllerAddOpeningBalanceData = {
|
|
5041
|
+
/**
|
|
5042
|
+
* Account UUID
|
|
5043
|
+
*/
|
|
5044
|
+
id: string;
|
|
5045
|
+
/**
|
|
5046
|
+
* Region code for tenant context
|
|
5047
|
+
*/
|
|
5048
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5049
|
+
requestBody: CreateOpeningBalanceDto;
|
|
5050
|
+
};
|
|
5051
|
+
type AccountControllerAddOpeningBalanceResponse = OpeningBalanceResultDto;
|
|
4693
5052
|
type AccountStandardsControllerGetTemplatesData = {
|
|
4694
5053
|
/**
|
|
4695
5054
|
* Region code (cn, us, de)
|
|
@@ -4851,7 +5210,7 @@ type TransactionControllerDeleteData = {
|
|
|
4851
5210
|
type TransactionControllerDeleteResponse = void;
|
|
4852
5211
|
type BalanceControllerGetBalanceData = {
|
|
4853
5212
|
/**
|
|
4854
|
-
* Account name (e.g., "Assets:
|
|
5213
|
+
* Account name (e.g., "Assets:Checking")
|
|
4855
5214
|
*/
|
|
4856
5215
|
account: string;
|
|
4857
5216
|
/**
|
|
@@ -5093,76 +5452,161 @@ type CommodityControllerCreateData = {
|
|
|
5093
5452
|
* Region code for tenant context
|
|
5094
5453
|
*/
|
|
5095
5454
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5096
|
-
requestBody: CreateCommodityDto;
|
|
5455
|
+
requestBody: CreateCommodityDto;
|
|
5456
|
+
};
|
|
5457
|
+
type CommodityControllerCreateResponse = CommodityResponseDto;
|
|
5458
|
+
type CommodityControllerFindAllData = {
|
|
5459
|
+
/**
|
|
5460
|
+
* Region code for tenant context
|
|
5461
|
+
*/
|
|
5462
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5463
|
+
/**
|
|
5464
|
+
* Search term for symbol or metadata fields (partial match). Searches symbol and metadata.name.
|
|
5465
|
+
*/
|
|
5466
|
+
search?: string;
|
|
5467
|
+
/**
|
|
5468
|
+
* Filter by exact symbol match
|
|
5469
|
+
*/
|
|
5470
|
+
symbol?: string;
|
|
5471
|
+
};
|
|
5472
|
+
type CommodityControllerFindAllResponse = CommodityListResponseDto;
|
|
5473
|
+
type CommodityControllerFindOneData = {
|
|
5474
|
+
/**
|
|
5475
|
+
* Region code for tenant context
|
|
5476
|
+
*/
|
|
5477
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5478
|
+
/**
|
|
5479
|
+
* Commodity symbol
|
|
5480
|
+
*/
|
|
5481
|
+
symbol: string;
|
|
5482
|
+
};
|
|
5483
|
+
type CommodityControllerFindOneResponse = CommodityResponseDto;
|
|
5484
|
+
type CommodityControllerUpdateData = {
|
|
5485
|
+
/**
|
|
5486
|
+
* Region code for tenant context
|
|
5487
|
+
*/
|
|
5488
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5489
|
+
requestBody: UpdateCommodityDto;
|
|
5490
|
+
/**
|
|
5491
|
+
* Commodity symbol
|
|
5492
|
+
*/
|
|
5493
|
+
symbol: string;
|
|
5494
|
+
};
|
|
5495
|
+
type CommodityControllerUpdateResponse = CommodityResponseDto;
|
|
5496
|
+
type CommodityControllerDeleteData = {
|
|
5497
|
+
/**
|
|
5498
|
+
* Region code for tenant context
|
|
5499
|
+
*/
|
|
5500
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5501
|
+
/**
|
|
5502
|
+
* Commodity symbol
|
|
5503
|
+
*/
|
|
5504
|
+
symbol: string;
|
|
5505
|
+
};
|
|
5506
|
+
type CommodityControllerDeleteResponse = void;
|
|
5507
|
+
type CommodityControllerGetOrCreateData = {
|
|
5508
|
+
/**
|
|
5509
|
+
* Region code for tenant context
|
|
5510
|
+
*/
|
|
5511
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5512
|
+
/**
|
|
5513
|
+
* Commodity symbol
|
|
5514
|
+
*/
|
|
5515
|
+
symbol: string;
|
|
5516
|
+
};
|
|
5517
|
+
type CommodityControllerGetOrCreateResponse = CommodityResponseDto;
|
|
5518
|
+
type CommodityControllerBulkCreateData = {
|
|
5519
|
+
/**
|
|
5520
|
+
* Region code for tenant context
|
|
5521
|
+
*/
|
|
5522
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5097
5523
|
};
|
|
5098
|
-
type
|
|
5099
|
-
type
|
|
5524
|
+
type CommodityControllerBulkCreateResponse = Array<CommodityResponseDto>;
|
|
5525
|
+
type PriceControllerCreateData = {
|
|
5100
5526
|
/**
|
|
5101
5527
|
* Region code for tenant context
|
|
5102
5528
|
*/
|
|
5103
5529
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5530
|
+
requestBody: CreateBeanPriceDto;
|
|
5531
|
+
};
|
|
5532
|
+
type PriceControllerCreateResponse = PriceResponseDto;
|
|
5533
|
+
type PriceControllerFindAllData = {
|
|
5104
5534
|
/**
|
|
5105
|
-
*
|
|
5535
|
+
* Filter by currency (e.g., BTC, AAPL, USD)
|
|
5106
5536
|
*/
|
|
5107
|
-
|
|
5537
|
+
currency?: string;
|
|
5108
5538
|
/**
|
|
5109
|
-
* Filter
|
|
5539
|
+
* Filter prices from this date (ISO 8601 format)
|
|
5110
5540
|
*/
|
|
5111
|
-
|
|
5112
|
-
};
|
|
5113
|
-
type CommodityControllerFindAllResponse = CommodityListResponseDto;
|
|
5114
|
-
type CommodityControllerFindOneData = {
|
|
5541
|
+
dateFrom?: string;
|
|
5115
5542
|
/**
|
|
5116
|
-
*
|
|
5543
|
+
* Filter prices to this date (ISO 8601 format)
|
|
5117
5544
|
*/
|
|
5118
|
-
|
|
5545
|
+
dateTo?: string;
|
|
5119
5546
|
/**
|
|
5120
|
-
*
|
|
5547
|
+
* Number of items per page (default: 20, max: 100)
|
|
5121
5548
|
*/
|
|
5122
|
-
|
|
5123
|
-
|
|
5124
|
-
|
|
5125
|
-
|
|
5549
|
+
limit?: number;
|
|
5550
|
+
/**
|
|
5551
|
+
* Page number for pagination (default: 1)
|
|
5552
|
+
*/
|
|
5553
|
+
page?: number;
|
|
5554
|
+
/**
|
|
5555
|
+
* Filter by quote currency (pricing currency, e.g., USD, CNY)
|
|
5556
|
+
*/
|
|
5557
|
+
quoteCurrency?: string;
|
|
5126
5558
|
/**
|
|
5127
5559
|
* Region code for tenant context
|
|
5128
5560
|
*/
|
|
5129
5561
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5130
|
-
requestBody: UpdateCommodityDto;
|
|
5131
5562
|
/**
|
|
5132
|
-
*
|
|
5563
|
+
* Search term for currency or quoteCurrency (case-insensitive partial match)
|
|
5133
5564
|
*/
|
|
5134
|
-
|
|
5565
|
+
search?: string;
|
|
5135
5566
|
};
|
|
5136
|
-
type
|
|
5137
|
-
type
|
|
5567
|
+
type PriceControllerFindAllResponse = PriceListResponseDto;
|
|
5568
|
+
type PriceControllerFindOneData = {
|
|
5569
|
+
/**
|
|
5570
|
+
* Price ID
|
|
5571
|
+
*/
|
|
5572
|
+
id: string;
|
|
5138
5573
|
/**
|
|
5139
5574
|
* Region code for tenant context
|
|
5140
5575
|
*/
|
|
5141
5576
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5577
|
+
};
|
|
5578
|
+
type PriceControllerFindOneResponse = PriceResponseDto;
|
|
5579
|
+
type PriceControllerUpdateData = {
|
|
5142
5580
|
/**
|
|
5143
|
-
*
|
|
5581
|
+
* Price ID
|
|
5144
5582
|
*/
|
|
5145
|
-
|
|
5146
|
-
};
|
|
5147
|
-
type CommodityControllerDeleteResponse = void;
|
|
5148
|
-
type CommodityControllerGetOrCreateData = {
|
|
5583
|
+
id: string;
|
|
5149
5584
|
/**
|
|
5150
5585
|
* Region code for tenant context
|
|
5151
5586
|
*/
|
|
5152
5587
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5588
|
+
requestBody: UpdateBeanPriceDto;
|
|
5589
|
+
};
|
|
5590
|
+
type PriceControllerUpdateResponse = PriceResponseDto;
|
|
5591
|
+
type PriceControllerDeleteData = {
|
|
5153
5592
|
/**
|
|
5154
|
-
*
|
|
5593
|
+
* Price ID
|
|
5155
5594
|
*/
|
|
5156
|
-
|
|
5595
|
+
id: string;
|
|
5596
|
+
/**
|
|
5597
|
+
* Region code for tenant context
|
|
5598
|
+
*/
|
|
5599
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5157
5600
|
};
|
|
5158
|
-
type
|
|
5159
|
-
type
|
|
5601
|
+
type PriceControllerDeleteResponse = void;
|
|
5602
|
+
type PriceControllerBulkCreateData = {
|
|
5160
5603
|
/**
|
|
5161
5604
|
* Region code for tenant context
|
|
5162
5605
|
*/
|
|
5163
5606
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5607
|
+
requestBody: Array<string>;
|
|
5164
5608
|
};
|
|
5165
|
-
type
|
|
5609
|
+
type PriceControllerBulkCreateResponse = Array<PriceResponseDto>;
|
|
5166
5610
|
type RecurringRuleControllerCreateData = {
|
|
5167
5611
|
/**
|
|
5168
5612
|
* Region code for tenant context
|
|
@@ -5356,6 +5800,120 @@ type ForecastControllerGetForecastData = {
|
|
|
5356
5800
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5357
5801
|
};
|
|
5358
5802
|
type ForecastControllerGetForecastResponse = ForecastResponseDto;
|
|
5803
|
+
type ReportingControllerGetPortfolioTrendsData = {
|
|
5804
|
+
/**
|
|
5805
|
+
* Data granularity
|
|
5806
|
+
*/
|
|
5807
|
+
granularity?: 'day' | 'week' | 'month';
|
|
5808
|
+
/**
|
|
5809
|
+
* Time period
|
|
5810
|
+
*/
|
|
5811
|
+
period?: '1m' | '3m' | '6m' | '1y';
|
|
5812
|
+
/**
|
|
5813
|
+
* Region code for tenant context
|
|
5814
|
+
*/
|
|
5815
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5816
|
+
};
|
|
5817
|
+
type ReportingControllerGetPortfolioTrendsResponse = PortfolioTrendsResponseDto;
|
|
5818
|
+
type ReportingControllerGetCashFlowTrendsData = {
|
|
5819
|
+
/**
|
|
5820
|
+
* Data granularity (accepted for API symmetry; v1 returns month buckets)
|
|
5821
|
+
*/
|
|
5822
|
+
granularity?: 'day' | 'week' | 'month';
|
|
5823
|
+
/**
|
|
5824
|
+
* Time period
|
|
5825
|
+
*/
|
|
5826
|
+
period?: '1m' | '3m' | '6m' | '1y';
|
|
5827
|
+
/**
|
|
5828
|
+
* Region code for tenant context
|
|
5829
|
+
*/
|
|
5830
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5831
|
+
};
|
|
5832
|
+
type ReportingControllerGetCashFlowTrendsResponse = CashFlowTrendsResponseDto;
|
|
5833
|
+
type ReportingControllerGenerateSnapshotData = {
|
|
5834
|
+
/**
|
|
5835
|
+
* Region code for tenant context
|
|
5836
|
+
*/
|
|
5837
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5838
|
+
/**
|
|
5839
|
+
* Optional date (defaults to today)
|
|
5840
|
+
*/
|
|
5841
|
+
requestBody: GenerateSnapshotBody;
|
|
5842
|
+
};
|
|
5843
|
+
type ReportingControllerGenerateSnapshotResponse = GenerateSnapshotResponse;
|
|
5844
|
+
type ReportingControllerBackfillSnapshotsData = {
|
|
5845
|
+
/**
|
|
5846
|
+
* Region code for tenant context
|
|
5847
|
+
*/
|
|
5848
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5849
|
+
requestBody: BackfillSnapshotsBody;
|
|
5850
|
+
};
|
|
5851
|
+
type ReportingControllerBackfillSnapshotsResponse = BackfillSnapshotsResponse;
|
|
5852
|
+
type UserControllerDeleteOwnUserData = {
|
|
5853
|
+
requestBody: DeleteOwnUserDto;
|
|
5854
|
+
};
|
|
5855
|
+
type UserControllerDeleteOwnUserResponse = void;
|
|
5856
|
+
type UserControllerGetUserData = {
|
|
5857
|
+
acceptLanguage: string;
|
|
5858
|
+
};
|
|
5859
|
+
type UserControllerGetUserResponse = unknown;
|
|
5860
|
+
type UserControllerSignupUserData = {
|
|
5861
|
+
requestBody: SignupDto;
|
|
5862
|
+
};
|
|
5863
|
+
type UserControllerSignupUserResponse = SignupResponseDto;
|
|
5864
|
+
type UserControllerDeleteUserData = {
|
|
5865
|
+
/**
|
|
5866
|
+
* User ID to delete
|
|
5867
|
+
*/
|
|
5868
|
+
id: string;
|
|
5869
|
+
};
|
|
5870
|
+
type UserControllerDeleteUserResponse = void;
|
|
5871
|
+
type UserControllerGetUserInfoData = {
|
|
5872
|
+
/**
|
|
5873
|
+
* User ID
|
|
5874
|
+
*/
|
|
5875
|
+
id: string;
|
|
5876
|
+
};
|
|
5877
|
+
type UserControllerGetUserInfoResponse = unknown;
|
|
5878
|
+
type UserControllerUpdateUserSettingData = {
|
|
5879
|
+
requestBody: UpdateUserSettingDto;
|
|
5880
|
+
};
|
|
5881
|
+
type UserControllerUpdateUserSettingResponse = unknown;
|
|
5882
|
+
type UserControllerGetAllUserSettingsByPageData = {
|
|
5883
|
+
/**
|
|
5884
|
+
* Page number
|
|
5885
|
+
*/
|
|
5886
|
+
pageNo: number;
|
|
5887
|
+
/**
|
|
5888
|
+
* Page size
|
|
5889
|
+
*/
|
|
5890
|
+
pageSize: number;
|
|
5891
|
+
};
|
|
5892
|
+
type UserControllerGetAllUserSettingsByPageResponse = unknown;
|
|
5893
|
+
type UserControllerGetAssetLiabilitySummaryResponse = unknown;
|
|
5894
|
+
type PropertyControllerGetAllResponse = unknown;
|
|
5895
|
+
type PropertyControllerGetByKeyData = {
|
|
5896
|
+
/**
|
|
5897
|
+
* Property key
|
|
5898
|
+
*/
|
|
5899
|
+
key: string;
|
|
5900
|
+
};
|
|
5901
|
+
type PropertyControllerGetByKeyResponse = unknown;
|
|
5902
|
+
type PropertyControllerUpdateData = {
|
|
5903
|
+
/**
|
|
5904
|
+
* Property key
|
|
5905
|
+
*/
|
|
5906
|
+
key: string;
|
|
5907
|
+
requestBody: UpdatePropertyDto;
|
|
5908
|
+
};
|
|
5909
|
+
type PropertyControllerUpdateResponse = unknown;
|
|
5910
|
+
type PropertyControllerDeleteData = {
|
|
5911
|
+
/**
|
|
5912
|
+
* Property key
|
|
5913
|
+
*/
|
|
5914
|
+
key: string;
|
|
5915
|
+
};
|
|
5916
|
+
type PropertyControllerDeleteResponse = void;
|
|
5359
5917
|
type TransactionRuleControllerCreateData = {
|
|
5360
5918
|
/**
|
|
5361
5919
|
* Region code for tenant context
|
|
@@ -5433,113 +5991,48 @@ type TransactionRuleControllerGetDetailData = {
|
|
|
5433
5991
|
/**
|
|
5434
5992
|
* Region code for tenant context
|
|
5435
5993
|
*/
|
|
5436
|
-
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5437
|
-
/**
|
|
5438
|
-
* Rule ID
|
|
5439
|
-
*/
|
|
5440
|
-
ruleId: string;
|
|
5441
|
-
};
|
|
5442
|
-
type TransactionRuleControllerGetDetailResponse = TransactionRuleResponseDto;
|
|
5443
|
-
type TransactionRuleControllerUpdateData = {
|
|
5444
|
-
/**
|
|
5445
|
-
* Region code for tenant context
|
|
5446
|
-
*/
|
|
5447
|
-
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5448
|
-
requestBody: UpdateTransactionRuleDto;
|
|
5449
|
-
/**
|
|
5450
|
-
* Rule ID to update
|
|
5451
|
-
*/
|
|
5452
|
-
ruleId: string;
|
|
5453
|
-
};
|
|
5454
|
-
type TransactionRuleControllerUpdateResponse = TransactionRuleResponseDto;
|
|
5455
|
-
type TransactionRuleControllerDeleteData = {
|
|
5456
|
-
/**
|
|
5457
|
-
* Region code for tenant context
|
|
5458
|
-
*/
|
|
5459
|
-
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5460
|
-
/**
|
|
5461
|
-
* Rule ID to delete
|
|
5462
|
-
*/
|
|
5463
|
-
ruleId: string;
|
|
5464
|
-
};
|
|
5465
|
-
type TransactionRuleControllerDeleteResponse = void;
|
|
5466
|
-
type TransactionRuleControllerTestData = {
|
|
5467
|
-
/**
|
|
5468
|
-
* Region code for tenant context
|
|
5469
|
-
*/
|
|
5470
|
-
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5471
|
-
requestBody: TestRuleDto;
|
|
5472
|
-
/**
|
|
5473
|
-
* Rule ID to test
|
|
5474
|
-
*/
|
|
5475
|
-
ruleId: string;
|
|
5476
|
-
};
|
|
5477
|
-
type TransactionRuleControllerTestResponse = TestRuleResponseDto;
|
|
5478
|
-
type UserControllerDeleteOwnUserData = {
|
|
5479
|
-
requestBody: DeleteOwnUserDto;
|
|
5480
|
-
};
|
|
5481
|
-
type UserControllerDeleteOwnUserResponse = void;
|
|
5482
|
-
type UserControllerGetUserData = {
|
|
5483
|
-
acceptLanguage: string;
|
|
5484
|
-
};
|
|
5485
|
-
type UserControllerGetUserResponse = unknown;
|
|
5486
|
-
type UserControllerSignupUserData = {
|
|
5487
|
-
requestBody: SignupDto;
|
|
5488
|
-
};
|
|
5489
|
-
type UserControllerSignupUserResponse = unknown;
|
|
5490
|
-
type UserControllerDeleteUserData = {
|
|
5491
|
-
/**
|
|
5492
|
-
* User ID to delete
|
|
5493
|
-
*/
|
|
5494
|
-
id: string;
|
|
5495
|
-
};
|
|
5496
|
-
type UserControllerDeleteUserResponse = void;
|
|
5497
|
-
type UserControllerGetUserInfoData = {
|
|
5994
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5498
5995
|
/**
|
|
5499
|
-
*
|
|
5996
|
+
* Rule ID
|
|
5500
5997
|
*/
|
|
5501
|
-
|
|
5502
|
-
};
|
|
5503
|
-
type UserControllerGetUserInfoResponse = unknown;
|
|
5504
|
-
type UserControllerUpdateUserSettingData = {
|
|
5505
|
-
requestBody: UpdateUserSettingDto;
|
|
5998
|
+
ruleId: string;
|
|
5506
5999
|
};
|
|
5507
|
-
type
|
|
5508
|
-
type
|
|
6000
|
+
type TransactionRuleControllerGetDetailResponse = TransactionRuleResponseDto;
|
|
6001
|
+
type TransactionRuleControllerUpdateData = {
|
|
5509
6002
|
/**
|
|
5510
|
-
*
|
|
6003
|
+
* Region code for tenant context
|
|
5511
6004
|
*/
|
|
5512
|
-
|
|
6005
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6006
|
+
requestBody: UpdateTransactionRuleDto;
|
|
5513
6007
|
/**
|
|
5514
|
-
*
|
|
6008
|
+
* Rule ID to update
|
|
5515
6009
|
*/
|
|
5516
|
-
|
|
6010
|
+
ruleId: string;
|
|
5517
6011
|
};
|
|
5518
|
-
type
|
|
5519
|
-
type
|
|
5520
|
-
type PropertyControllerGetAllResponse = unknown;
|
|
5521
|
-
type PropertyControllerGetByKeyData = {
|
|
6012
|
+
type TransactionRuleControllerUpdateResponse = TransactionRuleResponseDto;
|
|
6013
|
+
type TransactionRuleControllerDeleteData = {
|
|
5522
6014
|
/**
|
|
5523
|
-
*
|
|
6015
|
+
* Region code for tenant context
|
|
5524
6016
|
*/
|
|
5525
|
-
|
|
5526
|
-
};
|
|
5527
|
-
type PropertyControllerGetByKeyResponse = unknown;
|
|
5528
|
-
type PropertyControllerUpdateData = {
|
|
6017
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5529
6018
|
/**
|
|
5530
|
-
*
|
|
6019
|
+
* Rule ID to delete
|
|
5531
6020
|
*/
|
|
5532
|
-
|
|
5533
|
-
requestBody: UpdatePropertyDto;
|
|
6021
|
+
ruleId: string;
|
|
5534
6022
|
};
|
|
5535
|
-
type
|
|
5536
|
-
type
|
|
6023
|
+
type TransactionRuleControllerDeleteResponse = void;
|
|
6024
|
+
type TransactionRuleControllerTestData = {
|
|
5537
6025
|
/**
|
|
5538
|
-
*
|
|
6026
|
+
* Region code for tenant context
|
|
5539
6027
|
*/
|
|
5540
|
-
|
|
6028
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6029
|
+
requestBody: TestRuleDto;
|
|
6030
|
+
/**
|
|
6031
|
+
* Rule ID to test
|
|
6032
|
+
*/
|
|
6033
|
+
ruleId: string;
|
|
5541
6034
|
};
|
|
5542
|
-
type
|
|
6035
|
+
type TransactionRuleControllerTestResponse = TestRuleResponseDto;
|
|
5543
6036
|
type EventControllerCreateData = {
|
|
5544
6037
|
/**
|
|
5545
6038
|
* Region code for tenant context (decorative for life events)
|
|
@@ -5626,6 +6119,49 @@ type EventControllerGetSliceData = {
|
|
|
5626
6119
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5627
6120
|
};
|
|
5628
6121
|
type EventControllerGetSliceResponse = unknown;
|
|
6122
|
+
type OnboardingControllerBootstrapData = {
|
|
6123
|
+
/**
|
|
6124
|
+
* Region code for tenant context
|
|
6125
|
+
*/
|
|
6126
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6127
|
+
requestBody: OnboardingDto;
|
|
6128
|
+
};
|
|
6129
|
+
type OnboardingControllerBootstrapResponse = unknown;
|
|
6130
|
+
type ReconciliationControllerComputeData = {
|
|
6131
|
+
/**
|
|
6132
|
+
* Region code for tenant context (decorative for reconciliation)
|
|
6133
|
+
*/
|
|
6134
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6135
|
+
requestBody: ComputeReconciliationDto;
|
|
6136
|
+
};
|
|
6137
|
+
type ReconciliationControllerComputeResponse = ReconciliationComputeResultDto;
|
|
6138
|
+
type ReconciliationControllerAssertData = {
|
|
6139
|
+
/**
|
|
6140
|
+
* Region code for tenant context (decorative for reconciliation)
|
|
6141
|
+
*/
|
|
6142
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6143
|
+
requestBody: AssertReconciliationDto;
|
|
6144
|
+
};
|
|
6145
|
+
type ReconciliationControllerAssertResponse = ReconciliationRecordDto;
|
|
6146
|
+
type ReconciliationControllerPadData = {
|
|
6147
|
+
/**
|
|
6148
|
+
* Region code for tenant context (decorative for reconciliation)
|
|
6149
|
+
*/
|
|
6150
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6151
|
+
requestBody: PadReconciliationDto;
|
|
6152
|
+
};
|
|
6153
|
+
type ReconciliationControllerPadResponse = PadResultDto;
|
|
6154
|
+
type ReconciliationControllerHistoryData = {
|
|
6155
|
+
/**
|
|
6156
|
+
* BeanAccount id
|
|
6157
|
+
*/
|
|
6158
|
+
accountId: string;
|
|
6159
|
+
/**
|
|
6160
|
+
* Region code for tenant context (decorative for reconciliation)
|
|
6161
|
+
*/
|
|
6162
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6163
|
+
};
|
|
6164
|
+
type ReconciliationControllerHistoryResponse = Array<ReconciliationRecordDto>;
|
|
5629
6165
|
type ExportControllerExportBeancountResponse = unknown;
|
|
5630
6166
|
type FileImportControllerImportFileData = {
|
|
5631
6167
|
/**
|
|
@@ -5705,38 +6241,6 @@ type ImporterConfigControllerResetConfigData = {
|
|
|
5705
6241
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5706
6242
|
};
|
|
5707
6243
|
type ImporterConfigControllerResetConfigResponse = ImporterConfigDto;
|
|
5708
|
-
type PlatformControllerFindAllResponse = unknown;
|
|
5709
|
-
type PlatformControllerCreateData = {
|
|
5710
|
-
requestBody: CreatePlatformDto;
|
|
5711
|
-
};
|
|
5712
|
-
type PlatformControllerCreateResponse = unknown;
|
|
5713
|
-
type PlatformControllerGetPlatformListResponse = unknown;
|
|
5714
|
-
type PlatformControllerMatchPlatformsData = {
|
|
5715
|
-
/**
|
|
5716
|
-
* Search query — Chinese name, English name, or abbreviation
|
|
5717
|
-
*/
|
|
5718
|
-
q: string;
|
|
5719
|
-
/**
|
|
5720
|
-
* Region code for category override lookup
|
|
5721
|
-
*/
|
|
5722
|
-
region?: string;
|
|
5723
|
-
};
|
|
5724
|
-
type PlatformControllerMatchPlatformsResponse = unknown;
|
|
5725
|
-
type PlatformControllerUpdateData = {
|
|
5726
|
-
/**
|
|
5727
|
-
* Platform ID
|
|
5728
|
-
*/
|
|
5729
|
-
id: string;
|
|
5730
|
-
requestBody: UpdatePlatformDto;
|
|
5731
|
-
};
|
|
5732
|
-
type PlatformControllerUpdateResponse = unknown;
|
|
5733
|
-
type PlatformControllerDeleteData = {
|
|
5734
|
-
/**
|
|
5735
|
-
* Platform ID
|
|
5736
|
-
*/
|
|
5737
|
-
id: string;
|
|
5738
|
-
};
|
|
5739
|
-
type PlatformControllerDeleteResponse = void;
|
|
5740
6244
|
type ProviderSyncControllerSyncData = {
|
|
5741
6245
|
/**
|
|
5742
6246
|
* Provider name
|
|
@@ -5767,6 +6271,38 @@ type ProviderSyncControllerIsProviderSupportedData = {
|
|
|
5767
6271
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5768
6272
|
};
|
|
5769
6273
|
type ProviderSyncControllerIsProviderSupportedResponse = unknown;
|
|
6274
|
+
type ExternalAccountLinkControllerCreateData = {
|
|
6275
|
+
/**
|
|
6276
|
+
* Region code for tenant context
|
|
6277
|
+
*/
|
|
6278
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6279
|
+
requestBody: CreateExternalAccountLinkDto;
|
|
6280
|
+
};
|
|
6281
|
+
type ExternalAccountLinkControllerCreateResponse = ExternalAccountLinkResponseDto;
|
|
6282
|
+
type ExternalAccountLinkControllerFindAllData = {
|
|
6283
|
+
provider: string;
|
|
6284
|
+
/**
|
|
6285
|
+
* Region code for tenant context
|
|
6286
|
+
*/
|
|
6287
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6288
|
+
};
|
|
6289
|
+
type ExternalAccountLinkControllerFindAllResponse = ExternalAccountLinkListResponseDto;
|
|
6290
|
+
type ExternalAccountLinkControllerFindOneData = {
|
|
6291
|
+
id: string;
|
|
6292
|
+
/**
|
|
6293
|
+
* Region code for tenant context
|
|
6294
|
+
*/
|
|
6295
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6296
|
+
};
|
|
6297
|
+
type ExternalAccountLinkControllerFindOneResponse = ExternalAccountLinkResponseDto;
|
|
6298
|
+
type ExternalAccountLinkControllerRemoveData = {
|
|
6299
|
+
id: string;
|
|
6300
|
+
/**
|
|
6301
|
+
* Region code for tenant context
|
|
6302
|
+
*/
|
|
6303
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6304
|
+
};
|
|
6305
|
+
type ExternalAccountLinkControllerRemoveResponse = void;
|
|
5770
6306
|
type TelemetryControllerReportTelemetryData = {
|
|
5771
6307
|
/**
|
|
5772
6308
|
* Region code for tenant context
|
|
@@ -5827,188 +6363,90 @@ type NlpControllerGetSessionData = {
|
|
|
5827
6363
|
sessionId?: string;
|
|
5828
6364
|
};
|
|
5829
6365
|
type NlpControllerGetSessionResponse = unknown;
|
|
5830
|
-
type
|
|
5831
|
-
|
|
5832
|
-
|
|
5833
|
-
*/
|
|
5834
|
-
date?: string;
|
|
5835
|
-
/**
|
|
5836
|
-
* Region code for tenant context
|
|
5837
|
-
*/
|
|
5838
|
-
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5839
|
-
};
|
|
5840
|
-
type DashboardControllerGetNetWorthResponse = NetWorthResponseDto;
|
|
5841
|
-
type DashboardControllerGetAccountsData = {
|
|
5842
|
-
/**
|
|
5843
|
-
* Scope to a single account (only valid with groupBy=holdingAssetClass, ADR-0105 §6)
|
|
5844
|
-
*/
|
|
5845
|
-
accountId?: string;
|
|
5846
|
-
/**
|
|
5847
|
-
* Date for balance calculation (ISO 8601 format)
|
|
5848
|
-
*/
|
|
5849
|
-
date?: string;
|
|
5850
|
-
/**
|
|
5851
|
-
* Grouping strategy
|
|
5852
|
-
*/
|
|
5853
|
-
groupBy?: 'platform' | 'assetClass' | 'holdingAssetClass' | 'holdingAssetClassByAccount';
|
|
5854
|
-
/**
|
|
5855
|
-
* Region code for tenant context
|
|
5856
|
-
*/
|
|
5857
|
-
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5858
|
-
};
|
|
5859
|
-
type DashboardControllerGetAccountsResponse = AccountsResponseDto | AssetClassAccountsResponseDto | HoldingAssetClassCrossAccountResponseDto;
|
|
5860
|
-
type DashboardControllerGetCashFlowData = {
|
|
5861
|
-
/**
|
|
5862
|
-
* Period in YYYY-MM format
|
|
5863
|
-
*/
|
|
5864
|
-
period: string;
|
|
5865
|
-
/**
|
|
5866
|
-
* Region code for tenant context
|
|
5867
|
-
*/
|
|
5868
|
-
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5869
|
-
};
|
|
5870
|
-
type DashboardControllerGetCashFlowResponse = CashFlowResponseDto;
|
|
5871
|
-
type DashboardControllerGetExpensesData = {
|
|
5872
|
-
/**
|
|
5873
|
-
* Grouping strategy
|
|
5874
|
-
*/
|
|
5875
|
-
groupBy?: 'category';
|
|
5876
|
-
/**
|
|
5877
|
-
* Time window (1m = current calendar month)
|
|
5878
|
-
*/
|
|
5879
|
-
period?: '1m' | '3m' | '6m' | '1y';
|
|
5880
|
-
/**
|
|
5881
|
-
* Region code for tenant context
|
|
5882
|
-
*/
|
|
5883
|
-
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6366
|
+
type PlatformControllerFindAllResponse = unknown;
|
|
6367
|
+
type PlatformControllerCreateData = {
|
|
6368
|
+
requestBody: CreatePlatformDto;
|
|
5884
6369
|
};
|
|
5885
|
-
type
|
|
5886
|
-
type
|
|
5887
|
-
|
|
5888
|
-
* Scope to a single account
|
|
5889
|
-
*/
|
|
5890
|
-
accountId?: string;
|
|
5891
|
-
/**
|
|
5892
|
-
* As-of date (ISO 8601), defaults to today
|
|
5893
|
-
*/
|
|
5894
|
-
asOf?: string;
|
|
5895
|
-
/**
|
|
5896
|
-
* Realized-P&L lot-matching method (default average). Does not affect the average-cost unrealized basis.
|
|
5897
|
-
*/
|
|
5898
|
-
method?: 'FIFO' | 'average';
|
|
6370
|
+
type PlatformControllerCreateResponse = unknown;
|
|
6371
|
+
type PlatformControllerGetPlatformListResponse = Array<PlatformListItemDto>;
|
|
6372
|
+
type PlatformControllerMatchPlatformsData = {
|
|
5899
6373
|
/**
|
|
5900
|
-
*
|
|
6374
|
+
* Search query — Chinese name, English name, or abbreviation
|
|
5901
6375
|
*/
|
|
5902
|
-
|
|
5903
|
-
};
|
|
5904
|
-
type HoldingPnlControllerGetHoldingPnlResponse = HoldingPnlResponseDto;
|
|
5905
|
-
type PriceControllerCreateData = {
|
|
6376
|
+
q: string;
|
|
5906
6377
|
/**
|
|
5907
|
-
* Region code for
|
|
6378
|
+
* Region code for category override lookup
|
|
5908
6379
|
*/
|
|
5909
|
-
region
|
|
5910
|
-
requestBody: CreateBeanPriceDto;
|
|
6380
|
+
region?: string;
|
|
5911
6381
|
};
|
|
5912
|
-
type
|
|
5913
|
-
type
|
|
5914
|
-
/**
|
|
5915
|
-
* Filter by currency (e.g., BTC, AAPL, USD)
|
|
5916
|
-
*/
|
|
5917
|
-
currency?: string;
|
|
5918
|
-
/**
|
|
5919
|
-
* Filter prices from this date (ISO 8601 format)
|
|
5920
|
-
*/
|
|
5921
|
-
dateFrom?: string;
|
|
5922
|
-
/**
|
|
5923
|
-
* Filter prices to this date (ISO 8601 format)
|
|
5924
|
-
*/
|
|
5925
|
-
dateTo?: string;
|
|
5926
|
-
/**
|
|
5927
|
-
* Number of items per page (default: 20, max: 100)
|
|
5928
|
-
*/
|
|
5929
|
-
limit?: number;
|
|
5930
|
-
/**
|
|
5931
|
-
* Page number for pagination (default: 1)
|
|
5932
|
-
*/
|
|
5933
|
-
page?: number;
|
|
5934
|
-
/**
|
|
5935
|
-
* Filter by quote currency (pricing currency, e.g., USD, CNY)
|
|
5936
|
-
*/
|
|
5937
|
-
quoteCurrency?: string;
|
|
5938
|
-
/**
|
|
5939
|
-
* Region code for tenant context
|
|
5940
|
-
*/
|
|
5941
|
-
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6382
|
+
type PlatformControllerMatchPlatformsResponse = PlatformMatchResponseDto;
|
|
6383
|
+
type PlatformControllerUpdateData = {
|
|
5942
6384
|
/**
|
|
5943
|
-
*
|
|
6385
|
+
* Platform ID
|
|
5944
6386
|
*/
|
|
5945
|
-
|
|
6387
|
+
id: string;
|
|
6388
|
+
requestBody: UpdatePlatformDto;
|
|
5946
6389
|
};
|
|
5947
|
-
type
|
|
5948
|
-
type
|
|
6390
|
+
type PlatformControllerUpdateResponse = unknown;
|
|
6391
|
+
type PlatformControllerDeleteData = {
|
|
5949
6392
|
/**
|
|
5950
|
-
*
|
|
6393
|
+
* Platform ID
|
|
5951
6394
|
*/
|
|
5952
6395
|
id: string;
|
|
5953
|
-
/**
|
|
5954
|
-
* Region code for tenant context
|
|
5955
|
-
*/
|
|
5956
|
-
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5957
6396
|
};
|
|
5958
|
-
type
|
|
5959
|
-
type
|
|
6397
|
+
type PlatformControllerDeleteResponse = void;
|
|
6398
|
+
type DashboardControllerGetNetWorthData = {
|
|
5960
6399
|
/**
|
|
5961
|
-
*
|
|
6400
|
+
* Date for balance calculation (ISO 8601 format)
|
|
5962
6401
|
*/
|
|
5963
|
-
|
|
6402
|
+
date?: string;
|
|
5964
6403
|
/**
|
|
5965
6404
|
* Region code for tenant context
|
|
5966
6405
|
*/
|
|
5967
6406
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5968
|
-
requestBody: UpdateBeanPriceDto;
|
|
5969
6407
|
};
|
|
5970
|
-
type
|
|
5971
|
-
type
|
|
6408
|
+
type DashboardControllerGetNetWorthResponse = NetWorthResponseDto;
|
|
6409
|
+
type DashboardControllerGetAccountsData = {
|
|
5972
6410
|
/**
|
|
5973
|
-
*
|
|
6411
|
+
* Scope to a single account (only valid with groupBy=holdingAssetClass, ADR-0105 §6)
|
|
5974
6412
|
*/
|
|
5975
|
-
|
|
6413
|
+
accountId?: string;
|
|
5976
6414
|
/**
|
|
5977
|
-
*
|
|
6415
|
+
* Date for balance calculation (ISO 8601 format)
|
|
5978
6416
|
*/
|
|
5979
|
-
|
|
5980
|
-
|
|
5981
|
-
|
|
5982
|
-
|
|
6417
|
+
date?: string;
|
|
6418
|
+
/**
|
|
6419
|
+
* Grouping strategy
|
|
6420
|
+
*/
|
|
6421
|
+
groupBy?: 'platform' | 'assetClass' | 'holdingAssetClass' | 'holdingAssetClassByAccount';
|
|
5983
6422
|
/**
|
|
5984
6423
|
* Region code for tenant context
|
|
5985
6424
|
*/
|
|
5986
6425
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5987
|
-
requestBody: Array<string>;
|
|
5988
6426
|
};
|
|
5989
|
-
type
|
|
5990
|
-
type
|
|
5991
|
-
/**
|
|
5992
|
-
* Data granularity
|
|
5993
|
-
*/
|
|
5994
|
-
granularity?: 'day' | 'week' | 'month';
|
|
6427
|
+
type DashboardControllerGetAccountsResponse = AccountsResponseDto | AssetClassAccountsResponseDto | HoldingAssetClassCrossAccountResponseDto;
|
|
6428
|
+
type DashboardControllerGetCashFlowData = {
|
|
5995
6429
|
/**
|
|
5996
|
-
*
|
|
6430
|
+
* Period in YYYY-MM format
|
|
5997
6431
|
*/
|
|
5998
|
-
period
|
|
6432
|
+
period: string;
|
|
5999
6433
|
/**
|
|
6000
6434
|
* Region code for tenant context
|
|
6001
6435
|
*/
|
|
6002
6436
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6003
6437
|
};
|
|
6004
|
-
type
|
|
6005
|
-
type
|
|
6438
|
+
type DashboardControllerGetCashFlowResponse = CashFlowResponseDto;
|
|
6439
|
+
type DashboardControllerGetExpensesData = {
|
|
6006
6440
|
/**
|
|
6007
|
-
*
|
|
6441
|
+
* Account root to aggregate (expense → ^Expenses:, income → ^Income:)
|
|
6008
6442
|
*/
|
|
6009
|
-
|
|
6443
|
+
flow?: 'expense' | 'income';
|
|
6010
6444
|
/**
|
|
6011
|
-
*
|
|
6445
|
+
* Grouping strategy
|
|
6446
|
+
*/
|
|
6447
|
+
groupBy?: 'category';
|
|
6448
|
+
/**
|
|
6449
|
+
* Time window (1m = current calendar month)
|
|
6012
6450
|
*/
|
|
6013
6451
|
period?: '1m' | '3m' | '6m' | '1y';
|
|
6014
6452
|
/**
|
|
@@ -6016,31 +6454,31 @@ type ReportingControllerGetCashFlowTrendsData = {
|
|
|
6016
6454
|
*/
|
|
6017
6455
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6018
6456
|
};
|
|
6019
|
-
type
|
|
6020
|
-
type
|
|
6457
|
+
type DashboardControllerGetExpensesResponse = ExpensesByCategoryResponseDto;
|
|
6458
|
+
type HoldingPnlControllerGetHoldingPnlData = {
|
|
6021
6459
|
/**
|
|
6022
|
-
*
|
|
6460
|
+
* Scope to a single account
|
|
6023
6461
|
*/
|
|
6024
|
-
|
|
6462
|
+
accountId?: string;
|
|
6025
6463
|
/**
|
|
6026
|
-
*
|
|
6464
|
+
* As-of date (ISO 8601), defaults to today
|
|
6027
6465
|
*/
|
|
6028
|
-
|
|
6029
|
-
|
|
6030
|
-
|
|
6031
|
-
|
|
6466
|
+
asOf?: string;
|
|
6467
|
+
/**
|
|
6468
|
+
* Realized-P&L lot-matching method (default average). Does not affect the average-cost unrealized basis.
|
|
6469
|
+
*/
|
|
6470
|
+
method?: 'FIFO' | 'average';
|
|
6032
6471
|
/**
|
|
6033
6472
|
* Region code for tenant context
|
|
6034
6473
|
*/
|
|
6035
6474
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6036
|
-
requestBody: BackfillSnapshotsBody;
|
|
6037
6475
|
};
|
|
6038
|
-
type
|
|
6476
|
+
type HoldingPnlControllerGetHoldingPnlResponse = HoldingPnlResponseDto;
|
|
6039
6477
|
type ApiKeysControllerCreateApiKeyResponse = unknown;
|
|
6040
6478
|
type AuthControllerAccessTokenLoginData = {
|
|
6041
6479
|
requestBody: AnonymousLoginDto;
|
|
6042
6480
|
};
|
|
6043
|
-
type AuthControllerAccessTokenLoginResponse =
|
|
6481
|
+
type AuthControllerAccessTokenLoginResponse = AnonymousLoginResponseDto;
|
|
6044
6482
|
type CacheControllerFlushCacheResponse = unknown;
|
|
6045
6483
|
type ExchangeRateControllerGetExchangeRateData = {
|
|
6046
6484
|
/**
|
|
@@ -6175,6 +6613,25 @@ type $OpenApiTs = {
|
|
|
6175
6613
|
};
|
|
6176
6614
|
};
|
|
6177
6615
|
};
|
|
6616
|
+
'/api/v1/{region}/bean/accounts/{id}/opening-balance': {
|
|
6617
|
+
post: {
|
|
6618
|
+
req: AccountControllerAddOpeningBalanceData;
|
|
6619
|
+
res: {
|
|
6620
|
+
/**
|
|
6621
|
+
* Opening-balance transaction created
|
|
6622
|
+
*/
|
|
6623
|
+
201: OpeningBalanceResultDto;
|
|
6624
|
+
/**
|
|
6625
|
+
* Account not found
|
|
6626
|
+
*/
|
|
6627
|
+
404: unknown;
|
|
6628
|
+
/**
|
|
6629
|
+
* An opening balance already exists for this account
|
|
6630
|
+
*/
|
|
6631
|
+
409: unknown;
|
|
6632
|
+
};
|
|
6633
|
+
};
|
|
6634
|
+
};
|
|
6178
6635
|
'/api/v1/{region}/bean/account-standards': {
|
|
6179
6636
|
get: {
|
|
6180
6637
|
req: AccountStandardsControllerGetTemplatesData;
|
|
@@ -6783,6 +7240,90 @@ type $OpenApiTs = {
|
|
|
6783
7240
|
};
|
|
6784
7241
|
};
|
|
6785
7242
|
};
|
|
7243
|
+
'/api/v1/{region}/bean/prices': {
|
|
7244
|
+
post: {
|
|
7245
|
+
req: PriceControllerCreateData;
|
|
7246
|
+
res: {
|
|
7247
|
+
/**
|
|
7248
|
+
* Price created successfully
|
|
7249
|
+
*/
|
|
7250
|
+
201: PriceResponseDto;
|
|
7251
|
+
/**
|
|
7252
|
+
* Currency or quoteCurrency commodity not found
|
|
7253
|
+
*/
|
|
7254
|
+
404: unknown;
|
|
7255
|
+
/**
|
|
7256
|
+
* Price already exists for this currency pair and date
|
|
7257
|
+
*/
|
|
7258
|
+
409: unknown;
|
|
7259
|
+
};
|
|
7260
|
+
};
|
|
7261
|
+
get: {
|
|
7262
|
+
req: PriceControllerFindAllData;
|
|
7263
|
+
res: {
|
|
7264
|
+
/**
|
|
7265
|
+
* Prices retrieved successfully
|
|
7266
|
+
*/
|
|
7267
|
+
200: PriceListResponseDto;
|
|
7268
|
+
};
|
|
7269
|
+
};
|
|
7270
|
+
};
|
|
7271
|
+
'/api/v1/{region}/bean/prices/{id}': {
|
|
7272
|
+
get: {
|
|
7273
|
+
req: PriceControllerFindOneData;
|
|
7274
|
+
res: {
|
|
7275
|
+
/**
|
|
7276
|
+
* Price retrieved successfully
|
|
7277
|
+
*/
|
|
7278
|
+
200: PriceResponseDto;
|
|
7279
|
+
/**
|
|
7280
|
+
* Price not found
|
|
7281
|
+
*/
|
|
7282
|
+
404: unknown;
|
|
7283
|
+
};
|
|
7284
|
+
};
|
|
7285
|
+
put: {
|
|
7286
|
+
req: PriceControllerUpdateData;
|
|
7287
|
+
res: {
|
|
7288
|
+
/**
|
|
7289
|
+
* Price updated successfully
|
|
7290
|
+
*/
|
|
7291
|
+
200: PriceResponseDto;
|
|
7292
|
+
/**
|
|
7293
|
+
* Price not found
|
|
7294
|
+
*/
|
|
7295
|
+
404: unknown;
|
|
7296
|
+
/**
|
|
7297
|
+
* Updated price conflicts with existing price
|
|
7298
|
+
*/
|
|
7299
|
+
409: unknown;
|
|
7300
|
+
};
|
|
7301
|
+
};
|
|
7302
|
+
delete: {
|
|
7303
|
+
req: PriceControllerDeleteData;
|
|
7304
|
+
res: {
|
|
7305
|
+
/**
|
|
7306
|
+
* Price deleted successfully
|
|
7307
|
+
*/
|
|
7308
|
+
204: void;
|
|
7309
|
+
/**
|
|
7310
|
+
* Price not found
|
|
7311
|
+
*/
|
|
7312
|
+
404: unknown;
|
|
7313
|
+
};
|
|
7314
|
+
};
|
|
7315
|
+
};
|
|
7316
|
+
'/api/v1/{region}/bean/prices/bulk': {
|
|
7317
|
+
post: {
|
|
7318
|
+
req: PriceControllerBulkCreateData;
|
|
7319
|
+
res: {
|
|
7320
|
+
/**
|
|
7321
|
+
* Prices created successfully
|
|
7322
|
+
*/
|
|
7323
|
+
201: Array<PriceResponseDto>;
|
|
7324
|
+
};
|
|
7325
|
+
};
|
|
7326
|
+
};
|
|
6786
7327
|
'/api/v1/{region}/bean/recurring-rules': {
|
|
6787
7328
|
post: {
|
|
6788
7329
|
req: RecurringRuleControllerCreateData;
|
|
@@ -7033,397 +7574,469 @@ type $OpenApiTs = {
|
|
|
7033
7574
|
};
|
|
7034
7575
|
};
|
|
7035
7576
|
};
|
|
7036
|
-
'/api/v1/{region}/
|
|
7577
|
+
'/api/v1/{region}/reporting/portfolio/trends': {
|
|
7578
|
+
get: {
|
|
7579
|
+
req: ReportingControllerGetPortfolioTrendsData;
|
|
7580
|
+
res: {
|
|
7581
|
+
/**
|
|
7582
|
+
* Trends retrieved successfully
|
|
7583
|
+
*/
|
|
7584
|
+
200: PortfolioTrendsResponseDto;
|
|
7585
|
+
/**
|
|
7586
|
+
* User not authenticated
|
|
7587
|
+
*/
|
|
7588
|
+
401: unknown;
|
|
7589
|
+
};
|
|
7590
|
+
};
|
|
7591
|
+
};
|
|
7592
|
+
'/api/v1/{region}/reporting/cash-flow/trends': {
|
|
7593
|
+
get: {
|
|
7594
|
+
req: ReportingControllerGetCashFlowTrendsData;
|
|
7595
|
+
res: {
|
|
7596
|
+
/**
|
|
7597
|
+
* Cash-flow trends retrieved successfully
|
|
7598
|
+
*/
|
|
7599
|
+
200: CashFlowTrendsResponseDto;
|
|
7600
|
+
/**
|
|
7601
|
+
* User not authenticated
|
|
7602
|
+
*/
|
|
7603
|
+
401: unknown;
|
|
7604
|
+
};
|
|
7605
|
+
};
|
|
7606
|
+
};
|
|
7607
|
+
'/api/v1/{region}/reporting/snapshots/generate': {
|
|
7037
7608
|
post: {
|
|
7038
|
-
req:
|
|
7609
|
+
req: ReportingControllerGenerateSnapshotData;
|
|
7039
7610
|
res: {
|
|
7040
7611
|
/**
|
|
7041
|
-
*
|
|
7612
|
+
* Snapshot generated successfully
|
|
7042
7613
|
*/
|
|
7043
|
-
200:
|
|
7614
|
+
200: GenerateSnapshotResponse;
|
|
7044
7615
|
/**
|
|
7045
|
-
*
|
|
7616
|
+
* Invalid date format
|
|
7046
7617
|
*/
|
|
7047
|
-
400:
|
|
7618
|
+
400: unknown;
|
|
7048
7619
|
/**
|
|
7049
|
-
*
|
|
7620
|
+
* User not authenticated
|
|
7621
|
+
*/
|
|
7622
|
+
401: unknown;
|
|
7623
|
+
};
|
|
7624
|
+
};
|
|
7625
|
+
};
|
|
7626
|
+
'/api/v1/{region}/reporting/snapshots/backfill': {
|
|
7627
|
+
post: {
|
|
7628
|
+
req: ReportingControllerBackfillSnapshotsData;
|
|
7629
|
+
res: {
|
|
7630
|
+
/**
|
|
7631
|
+
* Backfill completed successfully
|
|
7632
|
+
*/
|
|
7633
|
+
200: BackfillSnapshotsResponse;
|
|
7634
|
+
/**
|
|
7635
|
+
* Invalid date format or range
|
|
7636
|
+
*/
|
|
7637
|
+
400: unknown;
|
|
7638
|
+
/**
|
|
7639
|
+
* User not authenticated
|
|
7640
|
+
*/
|
|
7641
|
+
401: unknown;
|
|
7642
|
+
/**
|
|
7643
|
+
* Backfill already in progress for this user
|
|
7644
|
+
*/
|
|
7645
|
+
409: unknown;
|
|
7646
|
+
};
|
|
7647
|
+
};
|
|
7648
|
+
};
|
|
7649
|
+
'/api/v1/users': {
|
|
7650
|
+
delete: {
|
|
7651
|
+
req: UserControllerDeleteOwnUserData;
|
|
7652
|
+
res: {
|
|
7653
|
+
/**
|
|
7654
|
+
* User deleted successfully
|
|
7050
7655
|
*/
|
|
7051
|
-
|
|
7656
|
+
204: void;
|
|
7052
7657
|
/**
|
|
7053
|
-
*
|
|
7658
|
+
* Invalid access token
|
|
7054
7659
|
*/
|
|
7055
|
-
|
|
7660
|
+
403: unknown;
|
|
7056
7661
|
};
|
|
7057
7662
|
};
|
|
7058
7663
|
get: {
|
|
7059
|
-
req:
|
|
7664
|
+
req: UserControllerGetUserData;
|
|
7060
7665
|
res: {
|
|
7061
7666
|
/**
|
|
7062
|
-
*
|
|
7063
|
-
*/
|
|
7064
|
-
200: TransactionRuleListResponseDto;
|
|
7065
|
-
/**
|
|
7066
|
-
* Unauthorized
|
|
7667
|
+
* User retrieved successfully
|
|
7067
7668
|
*/
|
|
7068
|
-
|
|
7669
|
+
200: unknown;
|
|
7069
7670
|
};
|
|
7070
7671
|
};
|
|
7071
|
-
};
|
|
7072
|
-
'/api/v1/{region}/bean/transaction-rules/validate': {
|
|
7073
7672
|
post: {
|
|
7074
|
-
req:
|
|
7673
|
+
req: UserControllerSignupUserData;
|
|
7075
7674
|
res: {
|
|
7076
7675
|
/**
|
|
7077
|
-
*
|
|
7676
|
+
* User created successfully
|
|
7078
7677
|
*/
|
|
7079
|
-
|
|
7678
|
+
201: SignupResponseDto;
|
|
7080
7679
|
/**
|
|
7081
|
-
*
|
|
7680
|
+
* Invalid Turnstile token (when Turnstile is enabled)
|
|
7082
7681
|
*/
|
|
7083
|
-
400:
|
|
7682
|
+
400: unknown;
|
|
7084
7683
|
/**
|
|
7085
|
-
*
|
|
7684
|
+
* User signup is disabled
|
|
7086
7685
|
*/
|
|
7087
|
-
|
|
7686
|
+
403: unknown;
|
|
7088
7687
|
};
|
|
7089
7688
|
};
|
|
7090
7689
|
};
|
|
7091
|
-
'/api/v1/{
|
|
7092
|
-
|
|
7093
|
-
req:
|
|
7690
|
+
'/api/v1/users/{id}': {
|
|
7691
|
+
delete: {
|
|
7692
|
+
req: UserControllerDeleteUserData;
|
|
7094
7693
|
res: {
|
|
7095
7694
|
/**
|
|
7096
|
-
*
|
|
7097
|
-
*/
|
|
7098
|
-
201: BulkCreateRulesResponseDto;
|
|
7099
|
-
/**
|
|
7100
|
-
* Invalid bulk create data
|
|
7695
|
+
* User deleted successfully
|
|
7101
7696
|
*/
|
|
7102
|
-
|
|
7697
|
+
204: void;
|
|
7103
7698
|
/**
|
|
7104
|
-
*
|
|
7699
|
+
* Cannot delete own account or insufficient permissions
|
|
7105
7700
|
*/
|
|
7106
|
-
|
|
7701
|
+
403: unknown;
|
|
7107
7702
|
};
|
|
7108
7703
|
};
|
|
7109
7704
|
};
|
|
7110
|
-
'/api/v1/{
|
|
7705
|
+
'/api/v1/users/{id}/info': {
|
|
7111
7706
|
get: {
|
|
7112
|
-
req:
|
|
7707
|
+
req: UserControllerGetUserInfoData;
|
|
7113
7708
|
res: {
|
|
7114
7709
|
/**
|
|
7115
|
-
*
|
|
7116
|
-
*/
|
|
7117
|
-
200: ExportRulesResponseDto;
|
|
7118
|
-
/**
|
|
7119
|
-
* Unsupported format
|
|
7710
|
+
* User info retrieved successfully
|
|
7120
7711
|
*/
|
|
7121
|
-
|
|
7712
|
+
200: unknown;
|
|
7122
7713
|
/**
|
|
7123
|
-
*
|
|
7714
|
+
* Cannot access other user info without admin permission
|
|
7124
7715
|
*/
|
|
7125
|
-
|
|
7716
|
+
403: unknown;
|
|
7126
7717
|
};
|
|
7127
7718
|
};
|
|
7128
7719
|
};
|
|
7129
|
-
'/api/v1/
|
|
7130
|
-
|
|
7131
|
-
req:
|
|
7720
|
+
'/api/v1/users/setting': {
|
|
7721
|
+
put: {
|
|
7722
|
+
req: UserControllerUpdateUserSettingData;
|
|
7132
7723
|
res: {
|
|
7133
7724
|
/**
|
|
7134
|
-
*
|
|
7725
|
+
* Settings updated successfully
|
|
7135
7726
|
*/
|
|
7136
|
-
200:
|
|
7727
|
+
200: unknown;
|
|
7137
7728
|
/**
|
|
7138
|
-
*
|
|
7729
|
+
* Insufficient permissions
|
|
7139
7730
|
*/
|
|
7140
|
-
|
|
7731
|
+
403: unknown;
|
|
7141
7732
|
};
|
|
7142
7733
|
};
|
|
7143
7734
|
};
|
|
7144
|
-
'/api/v1/
|
|
7735
|
+
'/api/v1/users/settings-by-page': {
|
|
7145
7736
|
get: {
|
|
7146
|
-
req:
|
|
7737
|
+
req: UserControllerGetAllUserSettingsByPageData;
|
|
7147
7738
|
res: {
|
|
7148
7739
|
/**
|
|
7149
|
-
*
|
|
7150
|
-
*/
|
|
7151
|
-
200: TransactionRuleResponseDto;
|
|
7152
|
-
/**
|
|
7153
|
-
* Unauthorized
|
|
7154
|
-
*/
|
|
7155
|
-
401: ApiProblemResponseDto;
|
|
7156
|
-
/**
|
|
7157
|
-
* Forbidden - not owner of rule
|
|
7158
|
-
*/
|
|
7159
|
-
403: ApiProblemResponseDto;
|
|
7160
|
-
/**
|
|
7161
|
-
* Rule not found
|
|
7740
|
+
* Settings list retrieved successfully
|
|
7162
7741
|
*/
|
|
7163
|
-
|
|
7742
|
+
200: unknown;
|
|
7164
7743
|
};
|
|
7165
7744
|
};
|
|
7166
|
-
|
|
7167
|
-
|
|
7745
|
+
};
|
|
7746
|
+
'/api/v1/users/asset-liability-summary': {
|
|
7747
|
+
get: {
|
|
7168
7748
|
res: {
|
|
7169
7749
|
/**
|
|
7170
|
-
*
|
|
7750
|
+
* Summary retrieved successfully
|
|
7171
7751
|
*/
|
|
7172
|
-
200:
|
|
7752
|
+
200: unknown;
|
|
7753
|
+
};
|
|
7754
|
+
};
|
|
7755
|
+
};
|
|
7756
|
+
'/api/v1/admin/properties': {
|
|
7757
|
+
get: {
|
|
7758
|
+
res: {
|
|
7173
7759
|
/**
|
|
7174
|
-
*
|
|
7760
|
+
* Properties retrieved successfully
|
|
7175
7761
|
*/
|
|
7176
|
-
|
|
7762
|
+
200: unknown;
|
|
7177
7763
|
/**
|
|
7178
7764
|
* Unauthorized
|
|
7179
7765
|
*/
|
|
7180
|
-
401:
|
|
7181
|
-
/**
|
|
7182
|
-
* Forbidden - not owner of rule
|
|
7183
|
-
*/
|
|
7184
|
-
403: ApiProblemResponseDto;
|
|
7185
|
-
/**
|
|
7186
|
-
* Rule not found
|
|
7187
|
-
*/
|
|
7188
|
-
404: ApiProblemResponseDto;
|
|
7766
|
+
401: unknown;
|
|
7189
7767
|
/**
|
|
7190
|
-
*
|
|
7768
|
+
* Forbidden - insufficient permissions
|
|
7191
7769
|
*/
|
|
7192
|
-
|
|
7770
|
+
403: unknown;
|
|
7193
7771
|
};
|
|
7194
7772
|
};
|
|
7195
|
-
|
|
7196
|
-
|
|
7773
|
+
};
|
|
7774
|
+
'/api/v1/admin/properties/{key}': {
|
|
7775
|
+
get: {
|
|
7776
|
+
req: PropertyControllerGetByKeyData;
|
|
7197
7777
|
res: {
|
|
7198
7778
|
/**
|
|
7199
|
-
*
|
|
7779
|
+
* Property retrieved successfully
|
|
7200
7780
|
*/
|
|
7201
|
-
|
|
7781
|
+
200: unknown;
|
|
7202
7782
|
/**
|
|
7203
7783
|
* Unauthorized
|
|
7204
7784
|
*/
|
|
7205
|
-
401:
|
|
7206
|
-
/**
|
|
7207
|
-
* Forbidden - not owner of rule
|
|
7208
|
-
*/
|
|
7209
|
-
403: ApiProblemResponseDto;
|
|
7785
|
+
401: unknown;
|
|
7210
7786
|
/**
|
|
7211
|
-
*
|
|
7787
|
+
* Forbidden - insufficient permissions
|
|
7212
7788
|
*/
|
|
7213
|
-
|
|
7789
|
+
403: unknown;
|
|
7214
7790
|
/**
|
|
7215
|
-
*
|
|
7791
|
+
* Property not found
|
|
7216
7792
|
*/
|
|
7217
|
-
|
|
7793
|
+
404: unknown;
|
|
7218
7794
|
};
|
|
7219
7795
|
};
|
|
7220
|
-
|
|
7221
|
-
|
|
7222
|
-
post: {
|
|
7223
|
-
req: TransactionRuleControllerTestData;
|
|
7796
|
+
put: {
|
|
7797
|
+
req: PropertyControllerUpdateData;
|
|
7224
7798
|
res: {
|
|
7225
7799
|
/**
|
|
7226
|
-
*
|
|
7800
|
+
* Property updated successfully
|
|
7227
7801
|
*/
|
|
7228
|
-
200:
|
|
7802
|
+
200: unknown;
|
|
7229
7803
|
/**
|
|
7230
7804
|
* Unauthorized
|
|
7231
7805
|
*/
|
|
7232
|
-
401:
|
|
7233
|
-
/**
|
|
7234
|
-
* Forbidden - not owner of rule
|
|
7235
|
-
*/
|
|
7236
|
-
403: ApiProblemResponseDto;
|
|
7806
|
+
401: unknown;
|
|
7237
7807
|
/**
|
|
7238
|
-
*
|
|
7808
|
+
* Forbidden - insufficient permissions
|
|
7239
7809
|
*/
|
|
7240
|
-
|
|
7810
|
+
403: unknown;
|
|
7241
7811
|
};
|
|
7242
7812
|
};
|
|
7243
|
-
};
|
|
7244
|
-
'/api/v1/users': {
|
|
7245
7813
|
delete: {
|
|
7246
|
-
req:
|
|
7814
|
+
req: PropertyControllerDeleteData;
|
|
7247
7815
|
res: {
|
|
7248
7816
|
/**
|
|
7249
|
-
*
|
|
7817
|
+
* Property deleted successfully
|
|
7250
7818
|
*/
|
|
7251
7819
|
204: void;
|
|
7252
7820
|
/**
|
|
7253
|
-
*
|
|
7821
|
+
* Unauthorized
|
|
7822
|
+
*/
|
|
7823
|
+
401: unknown;
|
|
7824
|
+
/**
|
|
7825
|
+
* Forbidden - insufficient permissions
|
|
7254
7826
|
*/
|
|
7255
7827
|
403: unknown;
|
|
7256
|
-
};
|
|
7257
|
-
};
|
|
7258
|
-
get: {
|
|
7259
|
-
req: UserControllerGetUserData;
|
|
7260
|
-
res: {
|
|
7261
7828
|
/**
|
|
7262
|
-
*
|
|
7829
|
+
* Property not found
|
|
7263
7830
|
*/
|
|
7264
|
-
|
|
7831
|
+
404: unknown;
|
|
7265
7832
|
};
|
|
7266
7833
|
};
|
|
7834
|
+
};
|
|
7835
|
+
'/api/v1/{region}/bean/transaction-rules': {
|
|
7267
7836
|
post: {
|
|
7268
|
-
req:
|
|
7837
|
+
req: TransactionRuleControllerCreateData;
|
|
7269
7838
|
res: {
|
|
7270
7839
|
/**
|
|
7271
|
-
*
|
|
7840
|
+
* Rule updated successfully (upsert mode)
|
|
7272
7841
|
*/
|
|
7273
|
-
|
|
7842
|
+
200: TransactionRuleResponseDto;
|
|
7274
7843
|
/**
|
|
7275
|
-
*
|
|
7844
|
+
* Validation failed
|
|
7276
7845
|
*/
|
|
7277
|
-
400:
|
|
7846
|
+
400: ApiProblemResponseDto;
|
|
7278
7847
|
/**
|
|
7279
|
-
*
|
|
7848
|
+
* Unauthorized
|
|
7280
7849
|
*/
|
|
7281
|
-
|
|
7850
|
+
401: ApiProblemResponseDto;
|
|
7851
|
+
/**
|
|
7852
|
+
* Resource conflict - another process is updating this rule
|
|
7853
|
+
*/
|
|
7854
|
+
409: ApiProblemResponseDto;
|
|
7282
7855
|
};
|
|
7283
7856
|
};
|
|
7284
|
-
|
|
7285
|
-
|
|
7286
|
-
delete: {
|
|
7287
|
-
req: UserControllerDeleteUserData;
|
|
7857
|
+
get: {
|
|
7858
|
+
req: TransactionRuleControllerListData;
|
|
7288
7859
|
res: {
|
|
7289
7860
|
/**
|
|
7290
|
-
*
|
|
7861
|
+
* List of rules
|
|
7291
7862
|
*/
|
|
7292
|
-
|
|
7863
|
+
200: TransactionRuleListResponseDto;
|
|
7293
7864
|
/**
|
|
7294
|
-
*
|
|
7865
|
+
* Unauthorized
|
|
7295
7866
|
*/
|
|
7296
|
-
|
|
7867
|
+
401: ApiProblemResponseDto;
|
|
7297
7868
|
};
|
|
7298
7869
|
};
|
|
7299
7870
|
};
|
|
7300
|
-
'/api/v1/
|
|
7301
|
-
|
|
7302
|
-
req:
|
|
7871
|
+
'/api/v1/{region}/bean/transaction-rules/validate': {
|
|
7872
|
+
post: {
|
|
7873
|
+
req: TransactionRuleControllerValidateData;
|
|
7303
7874
|
res: {
|
|
7304
7875
|
/**
|
|
7305
|
-
*
|
|
7876
|
+
* Validation result
|
|
7306
7877
|
*/
|
|
7307
|
-
200:
|
|
7878
|
+
200: ValidateRuleResponseDto;
|
|
7308
7879
|
/**
|
|
7309
|
-
*
|
|
7880
|
+
* Validation failed
|
|
7310
7881
|
*/
|
|
7311
|
-
|
|
7882
|
+
400: ApiProblemResponseDto;
|
|
7883
|
+
/**
|
|
7884
|
+
* Unauthorized
|
|
7885
|
+
*/
|
|
7886
|
+
401: ApiProblemResponseDto;
|
|
7312
7887
|
};
|
|
7313
7888
|
};
|
|
7314
7889
|
};
|
|
7315
|
-
'/api/v1/
|
|
7316
|
-
|
|
7317
|
-
req:
|
|
7890
|
+
'/api/v1/{region}/bean/transaction-rules/bulk': {
|
|
7891
|
+
post: {
|
|
7892
|
+
req: TransactionRuleControllerBulkCreateData;
|
|
7318
7893
|
res: {
|
|
7319
7894
|
/**
|
|
7320
|
-
*
|
|
7895
|
+
* Bulk create completed
|
|
7321
7896
|
*/
|
|
7322
|
-
|
|
7897
|
+
201: BulkCreateRulesResponseDto;
|
|
7323
7898
|
/**
|
|
7324
|
-
*
|
|
7899
|
+
* Invalid bulk create data
|
|
7325
7900
|
*/
|
|
7326
|
-
|
|
7901
|
+
400: ApiProblemResponseDto;
|
|
7902
|
+
/**
|
|
7903
|
+
* Unauthorized
|
|
7904
|
+
*/
|
|
7905
|
+
401: ApiProblemResponseDto;
|
|
7327
7906
|
};
|
|
7328
7907
|
};
|
|
7329
7908
|
};
|
|
7330
|
-
'/api/v1/
|
|
7909
|
+
'/api/v1/{region}/bean/transaction-rules/export/{format}': {
|
|
7331
7910
|
get: {
|
|
7332
|
-
req:
|
|
7911
|
+
req: TransactionRuleControllerExportData;
|
|
7333
7912
|
res: {
|
|
7334
7913
|
/**
|
|
7335
|
-
*
|
|
7914
|
+
* Exported rules
|
|
7336
7915
|
*/
|
|
7337
|
-
200:
|
|
7916
|
+
200: ExportRulesResponseDto;
|
|
7917
|
+
/**
|
|
7918
|
+
* Unsupported format
|
|
7919
|
+
*/
|
|
7920
|
+
400: ApiProblemResponseDto;
|
|
7921
|
+
/**
|
|
7922
|
+
* Unauthorized
|
|
7923
|
+
*/
|
|
7924
|
+
401: ApiProblemResponseDto;
|
|
7338
7925
|
};
|
|
7339
7926
|
};
|
|
7340
7927
|
};
|
|
7341
|
-
'/api/v1/
|
|
7928
|
+
'/api/v1/{region}/bean/transaction-rules/statistics/{period}': {
|
|
7342
7929
|
get: {
|
|
7930
|
+
req: TransactionRuleControllerGetStatisticsData;
|
|
7343
7931
|
res: {
|
|
7344
7932
|
/**
|
|
7345
|
-
*
|
|
7933
|
+
* Rule statistics
|
|
7346
7934
|
*/
|
|
7347
|
-
200:
|
|
7935
|
+
200: RuleStatisticsResponseDto;
|
|
7936
|
+
/**
|
|
7937
|
+
* Unauthorized
|
|
7938
|
+
*/
|
|
7939
|
+
401: ApiProblemResponseDto;
|
|
7348
7940
|
};
|
|
7349
7941
|
};
|
|
7350
7942
|
};
|
|
7351
|
-
'/api/v1/
|
|
7943
|
+
'/api/v1/{region}/bean/transaction-rules/{ruleId}': {
|
|
7352
7944
|
get: {
|
|
7945
|
+
req: TransactionRuleControllerGetDetailData;
|
|
7353
7946
|
res: {
|
|
7354
7947
|
/**
|
|
7355
|
-
*
|
|
7948
|
+
* Rule details
|
|
7356
7949
|
*/
|
|
7357
|
-
200:
|
|
7950
|
+
200: TransactionRuleResponseDto;
|
|
7358
7951
|
/**
|
|
7359
7952
|
* Unauthorized
|
|
7360
7953
|
*/
|
|
7361
|
-
401:
|
|
7954
|
+
401: ApiProblemResponseDto;
|
|
7362
7955
|
/**
|
|
7363
|
-
* Forbidden -
|
|
7956
|
+
* Forbidden - not owner of rule
|
|
7364
7957
|
*/
|
|
7365
|
-
403:
|
|
7958
|
+
403: ApiProblemResponseDto;
|
|
7959
|
+
/**
|
|
7960
|
+
* Rule not found
|
|
7961
|
+
*/
|
|
7962
|
+
404: ApiProblemResponseDto;
|
|
7366
7963
|
};
|
|
7367
7964
|
};
|
|
7368
|
-
|
|
7369
|
-
|
|
7370
|
-
get: {
|
|
7371
|
-
req: PropertyControllerGetByKeyData;
|
|
7965
|
+
put: {
|
|
7966
|
+
req: TransactionRuleControllerUpdateData;
|
|
7372
7967
|
res: {
|
|
7373
7968
|
/**
|
|
7374
|
-
*
|
|
7969
|
+
* Rule updated successfully
|
|
7375
7970
|
*/
|
|
7376
|
-
200:
|
|
7971
|
+
200: TransactionRuleResponseDto;
|
|
7972
|
+
/**
|
|
7973
|
+
* Validation failed
|
|
7974
|
+
*/
|
|
7975
|
+
400: ApiProblemResponseDto;
|
|
7377
7976
|
/**
|
|
7378
7977
|
* Unauthorized
|
|
7379
7978
|
*/
|
|
7380
|
-
401:
|
|
7979
|
+
401: ApiProblemResponseDto;
|
|
7381
7980
|
/**
|
|
7382
|
-
* Forbidden -
|
|
7981
|
+
* Forbidden - not owner of rule
|
|
7383
7982
|
*/
|
|
7384
|
-
403:
|
|
7983
|
+
403: ApiProblemResponseDto;
|
|
7385
7984
|
/**
|
|
7386
|
-
*
|
|
7985
|
+
* Rule not found
|
|
7387
7986
|
*/
|
|
7388
|
-
404:
|
|
7987
|
+
404: ApiProblemResponseDto;
|
|
7988
|
+
/**
|
|
7989
|
+
* Resource conflict - rule is being modified by another process
|
|
7990
|
+
*/
|
|
7991
|
+
409: ApiProblemResponseDto;
|
|
7389
7992
|
};
|
|
7390
7993
|
};
|
|
7391
|
-
|
|
7392
|
-
req:
|
|
7994
|
+
delete: {
|
|
7995
|
+
req: TransactionRuleControllerDeleteData;
|
|
7393
7996
|
res: {
|
|
7394
7997
|
/**
|
|
7395
|
-
*
|
|
7998
|
+
* Rule deleted successfully
|
|
7396
7999
|
*/
|
|
7397
|
-
|
|
8000
|
+
204: void;
|
|
7398
8001
|
/**
|
|
7399
8002
|
* Unauthorized
|
|
7400
8003
|
*/
|
|
7401
|
-
401:
|
|
8004
|
+
401: ApiProblemResponseDto;
|
|
7402
8005
|
/**
|
|
7403
|
-
* Forbidden -
|
|
8006
|
+
* Forbidden - not owner of rule
|
|
7404
8007
|
*/
|
|
7405
|
-
403:
|
|
8008
|
+
403: ApiProblemResponseDto;
|
|
8009
|
+
/**
|
|
8010
|
+
* Rule not found
|
|
8011
|
+
*/
|
|
8012
|
+
404: ApiProblemResponseDto;
|
|
8013
|
+
/**
|
|
8014
|
+
* Resource conflict - rule is being modified by another process
|
|
8015
|
+
*/
|
|
8016
|
+
409: ApiProblemResponseDto;
|
|
7406
8017
|
};
|
|
7407
8018
|
};
|
|
7408
|
-
|
|
7409
|
-
|
|
8019
|
+
};
|
|
8020
|
+
'/api/v1/{region}/bean/transaction-rules/{ruleId}/test': {
|
|
8021
|
+
post: {
|
|
8022
|
+
req: TransactionRuleControllerTestData;
|
|
7410
8023
|
res: {
|
|
7411
8024
|
/**
|
|
7412
|
-
*
|
|
8025
|
+
* Test result
|
|
7413
8026
|
*/
|
|
7414
|
-
|
|
8027
|
+
200: TestRuleResponseDto;
|
|
7415
8028
|
/**
|
|
7416
8029
|
* Unauthorized
|
|
7417
8030
|
*/
|
|
7418
|
-
401:
|
|
8031
|
+
401: ApiProblemResponseDto;
|
|
7419
8032
|
/**
|
|
7420
|
-
* Forbidden -
|
|
8033
|
+
* Forbidden - not owner of rule
|
|
7421
8034
|
*/
|
|
7422
|
-
403:
|
|
8035
|
+
403: ApiProblemResponseDto;
|
|
7423
8036
|
/**
|
|
7424
|
-
*
|
|
8037
|
+
* Rule not found
|
|
7425
8038
|
*/
|
|
7426
|
-
404:
|
|
8039
|
+
404: ApiProblemResponseDto;
|
|
7427
8040
|
};
|
|
7428
8041
|
};
|
|
7429
8042
|
};
|
|
@@ -7523,6 +8136,85 @@ type $OpenApiTs = {
|
|
|
7523
8136
|
};
|
|
7524
8137
|
};
|
|
7525
8138
|
};
|
|
8139
|
+
'/api/v1/{region}/bean/onboarding': {
|
|
8140
|
+
post: {
|
|
8141
|
+
req: OnboardingControllerBootstrapData;
|
|
8142
|
+
res: {
|
|
8143
|
+
/**
|
|
8144
|
+
* Onboarding bootstrap result.
|
|
8145
|
+
*/
|
|
8146
|
+
201: unknown;
|
|
8147
|
+
/**
|
|
8148
|
+
* Invalid region/account path/duplicate paths.
|
|
8149
|
+
*/
|
|
8150
|
+
422: unknown;
|
|
8151
|
+
};
|
|
8152
|
+
};
|
|
8153
|
+
};
|
|
8154
|
+
'/api/v1/{region}/bean/reconciliations': {
|
|
8155
|
+
post: {
|
|
8156
|
+
req: ReconciliationControllerComputeData;
|
|
8157
|
+
res: {
|
|
8158
|
+
/**
|
|
8159
|
+
* Reconciliation preview
|
|
8160
|
+
*/
|
|
8161
|
+
200: ReconciliationComputeResultDto;
|
|
8162
|
+
/**
|
|
8163
|
+
* Account not found
|
|
8164
|
+
*/
|
|
8165
|
+
404: unknown;
|
|
8166
|
+
};
|
|
8167
|
+
};
|
|
8168
|
+
};
|
|
8169
|
+
'/api/v1/{region}/bean/reconciliations/assert': {
|
|
8170
|
+
post: {
|
|
8171
|
+
req: ReconciliationControllerAssertData;
|
|
8172
|
+
res: {
|
|
8173
|
+
/**
|
|
8174
|
+
* Balance assertion recorded
|
|
8175
|
+
*/
|
|
8176
|
+
201: ReconciliationRecordDto;
|
|
8177
|
+
/**
|
|
8178
|
+
* Account not found
|
|
8179
|
+
*/
|
|
8180
|
+
404: unknown;
|
|
8181
|
+
};
|
|
8182
|
+
};
|
|
8183
|
+
};
|
|
8184
|
+
'/api/v1/{region}/bean/reconciliations/pad': {
|
|
8185
|
+
post: {
|
|
8186
|
+
req: ReconciliationControllerPadData;
|
|
8187
|
+
res: {
|
|
8188
|
+
/**
|
|
8189
|
+
* Pad adjusting entry generated
|
|
8190
|
+
*/
|
|
8191
|
+
201: PadResultDto;
|
|
8192
|
+
/**
|
|
8193
|
+
* Book already within tolerance — no pad needed
|
|
8194
|
+
*/
|
|
8195
|
+
400: unknown;
|
|
8196
|
+
/**
|
|
8197
|
+
* Account not found
|
|
8198
|
+
*/
|
|
8199
|
+
404: unknown;
|
|
8200
|
+
};
|
|
8201
|
+
};
|
|
8202
|
+
};
|
|
8203
|
+
'/api/v1/{region}/bean/accounts/{accountId}/reconciliations': {
|
|
8204
|
+
get: {
|
|
8205
|
+
req: ReconciliationControllerHistoryData;
|
|
8206
|
+
res: {
|
|
8207
|
+
/**
|
|
8208
|
+
* Reconciliation history
|
|
8209
|
+
*/
|
|
8210
|
+
200: Array<ReconciliationRecordDto>;
|
|
8211
|
+
/**
|
|
8212
|
+
* Account not found
|
|
8213
|
+
*/
|
|
8214
|
+
404: unknown;
|
|
8215
|
+
};
|
|
8216
|
+
};
|
|
8217
|
+
};
|
|
7526
8218
|
'/api/v1/{region}/bean/export/beancount': {
|
|
7527
8219
|
get: {
|
|
7528
8220
|
res: {
|
|
@@ -7648,100 +8340,28 @@ type $OpenApiTs = {
|
|
|
7648
8340
|
*/
|
|
7649
8341
|
200: ImporterConfigDto;
|
|
7650
8342
|
/**
|
|
7651
|
-
* Invalid input - Validation failed
|
|
7652
|
-
*/
|
|
7653
|
-
400: ApiProblemResponseDto;
|
|
7654
|
-
/**
|
|
7655
|
-
* Configuration not found
|
|
7656
|
-
*/
|
|
7657
|
-
404: ApiProblemResponseDto;
|
|
7658
|
-
};
|
|
7659
|
-
};
|
|
7660
|
-
};
|
|
7661
|
-
'/api/v1/{region}/bean/import/config/{importerId}/reset': {
|
|
7662
|
-
post: {
|
|
7663
|
-
req: ImporterConfigControllerResetConfigData;
|
|
7664
|
-
res: {
|
|
7665
|
-
/**
|
|
7666
|
-
* Configuration reset successfully
|
|
7667
|
-
*/
|
|
7668
|
-
200: ImporterConfigDto;
|
|
7669
|
-
/**
|
|
7670
|
-
* Invalid input - Unsupported importer
|
|
7671
|
-
*/
|
|
7672
|
-
400: ApiProblemResponseDto;
|
|
7673
|
-
};
|
|
7674
|
-
};
|
|
7675
|
-
};
|
|
7676
|
-
'/api/v1/bean/platforms': {
|
|
7677
|
-
get: {
|
|
7678
|
-
res: {
|
|
7679
|
-
/**
|
|
7680
|
-
* List of platforms with binding and account counts
|
|
7681
|
-
*/
|
|
7682
|
-
200: unknown;
|
|
7683
|
-
};
|
|
7684
|
-
};
|
|
7685
|
-
post: {
|
|
7686
|
-
req: PlatformControllerCreateData;
|
|
7687
|
-
res: {
|
|
7688
|
-
/**
|
|
7689
|
-
* Platform created successfully
|
|
7690
|
-
*/
|
|
7691
|
-
201: unknown;
|
|
7692
|
-
/**
|
|
7693
|
-
* Platform already exists
|
|
7694
|
-
*/
|
|
7695
|
-
409: unknown;
|
|
7696
|
-
};
|
|
7697
|
-
};
|
|
7698
|
-
};
|
|
7699
|
-
'/api/v1/bean/platforms/list': {
|
|
7700
|
-
get: {
|
|
7701
|
-
res: {
|
|
7702
|
-
/**
|
|
7703
|
-
* List of platforms with user binding status
|
|
7704
|
-
*/
|
|
7705
|
-
200: unknown;
|
|
7706
|
-
};
|
|
7707
|
-
};
|
|
7708
|
-
};
|
|
7709
|
-
'/api/v1/bean/platforms/match': {
|
|
7710
|
-
get: {
|
|
7711
|
-
req: PlatformControllerMatchPlatformsData;
|
|
7712
|
-
res: {
|
|
7713
|
-
/**
|
|
7714
|
-
* List of matching platforms with suggested segment names
|
|
7715
|
-
*/
|
|
7716
|
-
200: unknown;
|
|
7717
|
-
};
|
|
7718
|
-
};
|
|
7719
|
-
};
|
|
7720
|
-
'/api/v1/bean/platforms/{id}': {
|
|
7721
|
-
put: {
|
|
7722
|
-
req: PlatformControllerUpdateData;
|
|
7723
|
-
res: {
|
|
7724
|
-
/**
|
|
7725
|
-
* Platform updated successfully
|
|
8343
|
+
* Invalid input - Validation failed
|
|
7726
8344
|
*/
|
|
7727
|
-
|
|
8345
|
+
400: ApiProblemResponseDto;
|
|
7728
8346
|
/**
|
|
7729
|
-
*
|
|
8347
|
+
* Configuration not found
|
|
7730
8348
|
*/
|
|
7731
|
-
404:
|
|
8349
|
+
404: ApiProblemResponseDto;
|
|
7732
8350
|
};
|
|
7733
8351
|
};
|
|
7734
|
-
|
|
7735
|
-
|
|
8352
|
+
};
|
|
8353
|
+
'/api/v1/{region}/bean/import/config/{importerId}/reset': {
|
|
8354
|
+
post: {
|
|
8355
|
+
req: ImporterConfigControllerResetConfigData;
|
|
7736
8356
|
res: {
|
|
7737
8357
|
/**
|
|
7738
|
-
*
|
|
8358
|
+
* Configuration reset successfully
|
|
7739
8359
|
*/
|
|
7740
|
-
|
|
8360
|
+
200: ImporterConfigDto;
|
|
7741
8361
|
/**
|
|
7742
|
-
*
|
|
8362
|
+
* Invalid input - Unsupported importer
|
|
7743
8363
|
*/
|
|
7744
|
-
|
|
8364
|
+
400: ApiProblemResponseDto;
|
|
7745
8365
|
};
|
|
7746
8366
|
};
|
|
7747
8367
|
};
|
|
@@ -7798,6 +8418,54 @@ type $OpenApiTs = {
|
|
|
7798
8418
|
};
|
|
7799
8419
|
};
|
|
7800
8420
|
};
|
|
8421
|
+
'/api/v1/{region}/bean/external-account-links': {
|
|
8422
|
+
post: {
|
|
8423
|
+
req: ExternalAccountLinkControllerCreateData;
|
|
8424
|
+
res: {
|
|
8425
|
+
/**
|
|
8426
|
+
* Link created.
|
|
8427
|
+
*/
|
|
8428
|
+
201: ExternalAccountLinkResponseDto;
|
|
8429
|
+
/**
|
|
8430
|
+
* beanAccountId not owned, or an active link already exists.
|
|
8431
|
+
*/
|
|
8432
|
+
422: unknown;
|
|
8433
|
+
};
|
|
8434
|
+
};
|
|
8435
|
+
get: {
|
|
8436
|
+
req: ExternalAccountLinkControllerFindAllData;
|
|
8437
|
+
res: {
|
|
8438
|
+
/**
|
|
8439
|
+
* Links retrieved.
|
|
8440
|
+
*/
|
|
8441
|
+
200: ExternalAccountLinkListResponseDto;
|
|
8442
|
+
};
|
|
8443
|
+
};
|
|
8444
|
+
};
|
|
8445
|
+
'/api/v1/{region}/bean/external-account-links/{id}': {
|
|
8446
|
+
get: {
|
|
8447
|
+
req: ExternalAccountLinkControllerFindOneData;
|
|
8448
|
+
res: {
|
|
8449
|
+
/**
|
|
8450
|
+
* Link retrieved.
|
|
8451
|
+
*/
|
|
8452
|
+
200: ExternalAccountLinkResponseDto;
|
|
8453
|
+
/**
|
|
8454
|
+
* Link not found or not owned by the user.
|
|
8455
|
+
*/
|
|
8456
|
+
422: unknown;
|
|
8457
|
+
};
|
|
8458
|
+
};
|
|
8459
|
+
delete: {
|
|
8460
|
+
req: ExternalAccountLinkControllerRemoveData;
|
|
8461
|
+
res: {
|
|
8462
|
+
/**
|
|
8463
|
+
* Link soft-deleted; historical transactions are unaffected.
|
|
8464
|
+
*/
|
|
8465
|
+
204: void;
|
|
8466
|
+
};
|
|
8467
|
+
};
|
|
8468
|
+
};
|
|
7801
8469
|
'/api/v1/{region}/bean/import/parser-telemetry': {
|
|
7802
8470
|
post: {
|
|
7803
8471
|
req: TelemetryControllerReportTelemetryData;
|
|
@@ -7886,185 +8554,101 @@ type $OpenApiTs = {
|
|
|
7886
8554
|
};
|
|
7887
8555
|
};
|
|
7888
8556
|
};
|
|
7889
|
-
'/api/v1/
|
|
7890
|
-
get: {
|
|
7891
|
-
req: DashboardControllerGetNetWorthData;
|
|
7892
|
-
res: {
|
|
7893
|
-
/**
|
|
7894
|
-
* Net worth retrieved successfully
|
|
7895
|
-
*/
|
|
7896
|
-
200: NetWorthResponseDto;
|
|
7897
|
-
/**
|
|
7898
|
-
* User not authenticated
|
|
7899
|
-
*/
|
|
7900
|
-
401: unknown;
|
|
7901
|
-
};
|
|
7902
|
-
};
|
|
7903
|
-
};
|
|
7904
|
-
'/api/v1/{region}/dashboard/accounts': {
|
|
7905
|
-
get: {
|
|
7906
|
-
req: DashboardControllerGetAccountsData;
|
|
7907
|
-
res: {
|
|
7908
|
-
/**
|
|
7909
|
-
* Accounts retrieved successfully. Response type depends on groupBy parameter.
|
|
7910
|
-
*/
|
|
7911
|
-
200: AccountsResponseDto | AssetClassAccountsResponseDto | HoldingAssetClassCrossAccountResponseDto;
|
|
7912
|
-
/**
|
|
7913
|
-
* User not authenticated
|
|
7914
|
-
*/
|
|
7915
|
-
401: unknown;
|
|
7916
|
-
};
|
|
7917
|
-
};
|
|
7918
|
-
};
|
|
7919
|
-
'/api/v1/{region}/dashboard/cash-flow': {
|
|
7920
|
-
get: {
|
|
7921
|
-
req: DashboardControllerGetCashFlowData;
|
|
7922
|
-
res: {
|
|
7923
|
-
/**
|
|
7924
|
-
* Cash flow retrieved successfully
|
|
7925
|
-
*/
|
|
7926
|
-
200: CashFlowResponseDto;
|
|
7927
|
-
/**
|
|
7928
|
-
* Invalid period format
|
|
7929
|
-
*/
|
|
7930
|
-
400: unknown;
|
|
7931
|
-
/**
|
|
7932
|
-
* User not authenticated
|
|
7933
|
-
*/
|
|
7934
|
-
401: unknown;
|
|
7935
|
-
};
|
|
7936
|
-
};
|
|
7937
|
-
};
|
|
7938
|
-
'/api/v1/{region}/dashboard/expenses': {
|
|
7939
|
-
get: {
|
|
7940
|
-
req: DashboardControllerGetExpensesData;
|
|
7941
|
-
res: {
|
|
7942
|
-
/**
|
|
7943
|
-
* Expenses retrieved successfully
|
|
7944
|
-
*/
|
|
7945
|
-
200: ExpensesByCategoryResponseDto;
|
|
7946
|
-
/**
|
|
7947
|
-
* Invalid groupBy or period
|
|
7948
|
-
*/
|
|
7949
|
-
400: unknown;
|
|
7950
|
-
/**
|
|
7951
|
-
* User not authenticated
|
|
7952
|
-
*/
|
|
7953
|
-
401: unknown;
|
|
7954
|
-
};
|
|
7955
|
-
};
|
|
7956
|
-
};
|
|
7957
|
-
'/api/v1/{region}/investment/holdings/pnl': {
|
|
8557
|
+
'/api/v1/bean/platforms': {
|
|
7958
8558
|
get: {
|
|
7959
|
-
req: HoldingPnlControllerGetHoldingPnlData;
|
|
7960
8559
|
res: {
|
|
7961
8560
|
/**
|
|
7962
|
-
*
|
|
7963
|
-
*/
|
|
7964
|
-
200: HoldingPnlResponseDto;
|
|
7965
|
-
/**
|
|
7966
|
-
* Invalid asOf format/value/future date, invalid accountId format, or unsupported method
|
|
7967
|
-
*/
|
|
7968
|
-
400: unknown;
|
|
7969
|
-
/**
|
|
7970
|
-
* User not authenticated
|
|
8561
|
+
* List of platforms with binding and account counts
|
|
7971
8562
|
*/
|
|
7972
|
-
|
|
8563
|
+
200: unknown;
|
|
7973
8564
|
};
|
|
7974
8565
|
};
|
|
7975
|
-
};
|
|
7976
|
-
'/api/v1/{region}/bean/prices': {
|
|
7977
8566
|
post: {
|
|
7978
|
-
req:
|
|
8567
|
+
req: PlatformControllerCreateData;
|
|
7979
8568
|
res: {
|
|
7980
8569
|
/**
|
|
7981
|
-
*
|
|
7982
|
-
*/
|
|
7983
|
-
201: PriceResponseDto;
|
|
7984
|
-
/**
|
|
7985
|
-
* Currency or quoteCurrency commodity not found
|
|
8570
|
+
* Platform created successfully
|
|
7986
8571
|
*/
|
|
7987
|
-
|
|
8572
|
+
201: unknown;
|
|
7988
8573
|
/**
|
|
7989
|
-
*
|
|
8574
|
+
* Platform already exists
|
|
7990
8575
|
*/
|
|
7991
8576
|
409: unknown;
|
|
7992
8577
|
};
|
|
7993
8578
|
};
|
|
8579
|
+
};
|
|
8580
|
+
'/api/v1/bean/platforms/list': {
|
|
7994
8581
|
get: {
|
|
7995
|
-
req: PriceControllerFindAllData;
|
|
7996
8582
|
res: {
|
|
7997
8583
|
/**
|
|
7998
|
-
*
|
|
8584
|
+
* List of platforms with user binding status
|
|
7999
8585
|
*/
|
|
8000
|
-
200:
|
|
8586
|
+
200: Array<PlatformListItemDto>;
|
|
8001
8587
|
};
|
|
8002
8588
|
};
|
|
8003
8589
|
};
|
|
8004
|
-
'/api/v1/
|
|
8590
|
+
'/api/v1/bean/platforms/match': {
|
|
8005
8591
|
get: {
|
|
8006
|
-
req:
|
|
8592
|
+
req: PlatformControllerMatchPlatformsData;
|
|
8007
8593
|
res: {
|
|
8008
8594
|
/**
|
|
8009
|
-
*
|
|
8010
|
-
*/
|
|
8011
|
-
200: PriceResponseDto;
|
|
8012
|
-
/**
|
|
8013
|
-
* Price not found
|
|
8595
|
+
* Matching platforms with overall match type and truncation flag
|
|
8014
8596
|
*/
|
|
8015
|
-
|
|
8597
|
+
200: PlatformMatchResponseDto;
|
|
8016
8598
|
};
|
|
8017
8599
|
};
|
|
8600
|
+
};
|
|
8601
|
+
'/api/v1/bean/platforms/{id}': {
|
|
8018
8602
|
put: {
|
|
8019
|
-
req:
|
|
8603
|
+
req: PlatformControllerUpdateData;
|
|
8020
8604
|
res: {
|
|
8021
8605
|
/**
|
|
8022
|
-
*
|
|
8606
|
+
* Platform updated successfully
|
|
8023
8607
|
*/
|
|
8024
|
-
200:
|
|
8608
|
+
200: unknown;
|
|
8025
8609
|
/**
|
|
8026
|
-
*
|
|
8610
|
+
* Platform not found
|
|
8027
8611
|
*/
|
|
8028
8612
|
404: unknown;
|
|
8029
|
-
/**
|
|
8030
|
-
* Updated price conflicts with existing price
|
|
8031
|
-
*/
|
|
8032
|
-
409: unknown;
|
|
8033
8613
|
};
|
|
8034
8614
|
};
|
|
8035
8615
|
delete: {
|
|
8036
|
-
req:
|
|
8616
|
+
req: PlatformControllerDeleteData;
|
|
8037
8617
|
res: {
|
|
8038
8618
|
/**
|
|
8039
|
-
*
|
|
8619
|
+
* Platform deleted successfully
|
|
8040
8620
|
*/
|
|
8041
8621
|
204: void;
|
|
8042
8622
|
/**
|
|
8043
|
-
*
|
|
8623
|
+
* Platform not found
|
|
8044
8624
|
*/
|
|
8045
8625
|
404: unknown;
|
|
8046
8626
|
};
|
|
8047
8627
|
};
|
|
8048
8628
|
};
|
|
8049
|
-
'/api/v1/{region}/
|
|
8050
|
-
|
|
8051
|
-
req:
|
|
8629
|
+
'/api/v1/{region}/dashboard/net-worth': {
|
|
8630
|
+
get: {
|
|
8631
|
+
req: DashboardControllerGetNetWorthData;
|
|
8052
8632
|
res: {
|
|
8053
8633
|
/**
|
|
8054
|
-
*
|
|
8634
|
+
* Net worth retrieved successfully
|
|
8055
8635
|
*/
|
|
8056
|
-
|
|
8636
|
+
200: NetWorthResponseDto;
|
|
8637
|
+
/**
|
|
8638
|
+
* User not authenticated
|
|
8639
|
+
*/
|
|
8640
|
+
401: unknown;
|
|
8057
8641
|
};
|
|
8058
8642
|
};
|
|
8059
8643
|
};
|
|
8060
|
-
'/api/v1/{region}/
|
|
8644
|
+
'/api/v1/{region}/dashboard/accounts': {
|
|
8061
8645
|
get: {
|
|
8062
|
-
req:
|
|
8646
|
+
req: DashboardControllerGetAccountsData;
|
|
8063
8647
|
res: {
|
|
8064
8648
|
/**
|
|
8065
|
-
*
|
|
8649
|
+
* Accounts retrieved successfully. Response type depends on groupBy parameter.
|
|
8066
8650
|
*/
|
|
8067
|
-
200:
|
|
8651
|
+
200: AccountsResponseDto | AssetClassAccountsResponseDto | HoldingAssetClassCrossAccountResponseDto;
|
|
8068
8652
|
/**
|
|
8069
8653
|
* User not authenticated
|
|
8070
8654
|
*/
|
|
@@ -8072,14 +8656,18 @@ type $OpenApiTs = {
|
|
|
8072
8656
|
};
|
|
8073
8657
|
};
|
|
8074
8658
|
};
|
|
8075
|
-
'/api/v1/{region}/
|
|
8659
|
+
'/api/v1/{region}/dashboard/cash-flow': {
|
|
8076
8660
|
get: {
|
|
8077
|
-
req:
|
|
8661
|
+
req: DashboardControllerGetCashFlowData;
|
|
8078
8662
|
res: {
|
|
8079
8663
|
/**
|
|
8080
|
-
* Cash
|
|
8664
|
+
* Cash flow retrieved successfully
|
|
8081
8665
|
*/
|
|
8082
|
-
200:
|
|
8666
|
+
200: CashFlowResponseDto;
|
|
8667
|
+
/**
|
|
8668
|
+
* Invalid period format
|
|
8669
|
+
*/
|
|
8670
|
+
400: unknown;
|
|
8083
8671
|
/**
|
|
8084
8672
|
* User not authenticated
|
|
8085
8673
|
*/
|
|
@@ -8087,16 +8675,16 @@ type $OpenApiTs = {
|
|
|
8087
8675
|
};
|
|
8088
8676
|
};
|
|
8089
8677
|
};
|
|
8090
|
-
'/api/v1/{region}/
|
|
8091
|
-
|
|
8092
|
-
req:
|
|
8678
|
+
'/api/v1/{region}/dashboard/expenses': {
|
|
8679
|
+
get: {
|
|
8680
|
+
req: DashboardControllerGetExpensesData;
|
|
8093
8681
|
res: {
|
|
8094
8682
|
/**
|
|
8095
|
-
*
|
|
8683
|
+
* Expenses retrieved successfully
|
|
8096
8684
|
*/
|
|
8097
|
-
200:
|
|
8685
|
+
200: ExpensesByCategoryResponseDto;
|
|
8098
8686
|
/**
|
|
8099
|
-
* Invalid
|
|
8687
|
+
* Invalid groupBy or period
|
|
8100
8688
|
*/
|
|
8101
8689
|
400: unknown;
|
|
8102
8690
|
/**
|
|
@@ -8106,26 +8694,22 @@ type $OpenApiTs = {
|
|
|
8106
8694
|
};
|
|
8107
8695
|
};
|
|
8108
8696
|
};
|
|
8109
|
-
'/api/v1/{region}/
|
|
8110
|
-
|
|
8111
|
-
req:
|
|
8697
|
+
'/api/v1/{region}/investment/holdings/pnl': {
|
|
8698
|
+
get: {
|
|
8699
|
+
req: HoldingPnlControllerGetHoldingPnlData;
|
|
8112
8700
|
res: {
|
|
8113
8701
|
/**
|
|
8114
|
-
*
|
|
8702
|
+
* Holding P&L retrieved successfully
|
|
8115
8703
|
*/
|
|
8116
|
-
200:
|
|
8704
|
+
200: HoldingPnlResponseDto;
|
|
8117
8705
|
/**
|
|
8118
|
-
* Invalid date format or
|
|
8706
|
+
* Invalid asOf format/value/future date, invalid accountId format, or unsupported method
|
|
8119
8707
|
*/
|
|
8120
8708
|
400: unknown;
|
|
8121
8709
|
/**
|
|
8122
8710
|
* User not authenticated
|
|
8123
8711
|
*/
|
|
8124
8712
|
401: unknown;
|
|
8125
|
-
/**
|
|
8126
|
-
* Backfill already in progress for this user
|
|
8127
|
-
*/
|
|
8128
|
-
409: unknown;
|
|
8129
8713
|
};
|
|
8130
8714
|
};
|
|
8131
8715
|
};
|
|
@@ -8150,7 +8734,7 @@ type $OpenApiTs = {
|
|
|
8150
8734
|
/**
|
|
8151
8735
|
* Login successful
|
|
8152
8736
|
*/
|
|
8153
|
-
200:
|
|
8737
|
+
200: AnonymousLoginResponseDto;
|
|
8154
8738
|
/**
|
|
8155
8739
|
* Invalid access token
|
|
8156
8740
|
*/
|
|
@@ -8318,7 +8902,7 @@ declare class BeanAccountsService {
|
|
|
8318
8902
|
* @param data.type Filter by account type
|
|
8319
8903
|
* @param data.status Filter by status
|
|
8320
8904
|
* @param data.isCustom Filter by custom (user-created) accounts only
|
|
8321
|
-
* @param data.search Search term for path
|
|
8905
|
+
* @param data.search Search term for account path
|
|
8322
8906
|
* @param data.limit Maximum number of results
|
|
8323
8907
|
* @param data.offset Number of results to skip
|
|
8324
8908
|
* @returns AccountListResponseDto Accounts retrieved successfully
|
|
@@ -8378,6 +8962,17 @@ declare class BeanAccountsService {
|
|
|
8378
8962
|
* @throws ApiError
|
|
8379
8963
|
*/
|
|
8380
8964
|
static accountControllerReopen(data: AccountControllerReopenData): CancelablePromise<AccountControllerReopenResponse>;
|
|
8965
|
+
/**
|
|
8966
|
+
* Post an opening-balance transaction
|
|
8967
|
+
* Posts a double-entry opening-balance transaction against Equity:Opening-Balances for an existing Assets/Liabilities account. At most one active opening balance per account.
|
|
8968
|
+
* @param data The data for the request.
|
|
8969
|
+
* @param data.id Account UUID
|
|
8970
|
+
* @param data.region Region code for tenant context
|
|
8971
|
+
* @param data.requestBody
|
|
8972
|
+
* @returns OpeningBalanceResultDto Opening-balance transaction created
|
|
8973
|
+
* @throws ApiError
|
|
8974
|
+
*/
|
|
8975
|
+
static accountControllerAddOpeningBalance(data: AccountControllerAddOpeningBalanceData): CancelablePromise<AccountControllerAddOpeningBalanceResponse>;
|
|
8381
8976
|
}
|
|
8382
8977
|
declare class BeanTransactionsService {
|
|
8383
8978
|
/**
|
|
@@ -8479,7 +9074,7 @@ declare class BeanBalancesService {
|
|
|
8479
9074
|
* Query account balance
|
|
8480
9075
|
* Calculate account balance at a specific date for a single currency
|
|
8481
9076
|
* @param data The data for the request.
|
|
8482
|
-
* @param data.account Account name (e.g., "Assets:
|
|
9077
|
+
* @param data.account Account name (e.g., "Assets:Checking")
|
|
8483
9078
|
* @param data.region Region code for tenant context
|
|
8484
9079
|
* @param data.date Date to calculate balance at (ISO 8601 format)
|
|
8485
9080
|
* @param data.currency Currency to query (e.g., "USD", "CNY")
|
|
@@ -8709,4 +9304,4 @@ type OpenAPIConfig = {
|
|
|
8709
9304
|
};
|
|
8710
9305
|
declare const OpenAPI: OpenAPIConfig;
|
|
8711
9306
|
|
|
8712
|
-
export { type $OpenApiTs, type AccountControllerCloseData, type AccountControllerCloseResponse, type AccountControllerCreateData, type AccountControllerCreateResponse, type AccountControllerDeleteData, type AccountControllerDeleteResponse, type AccountControllerFindAllData, type AccountControllerFindAllResponse, type AccountControllerFindOneData, type AccountControllerFindOneResponse, type AccountControllerReopenData, type AccountControllerReopenResponse, type AccountControllerUpdateData, type AccountControllerUpdateResponse, type AccountExchangeRateWarningDto, type AccountItemDto, type AccountItemWithAssetClassDto, type AccountListResponseDto, type AccountResponseDto, type AccountStandardListResponseDto, type AccountStandardResponseDto, type AccountStandardsControllerGetRegionsData, type AccountStandardsControllerGetRegionsResponse, type AccountStandardsControllerGetTemplateMetadataData, type AccountStandardsControllerGetTemplateMetadataResponse, type AccountStandardsControllerGetTemplatesData, type AccountStandardsControllerGetTemplatesResponse, type AccountsResponseDto, type AccountsSummaryDto, type AmountDto, type AmountRangeDto, type AnonymousLoginDto, type ApiKeysControllerCreateApiKeyResponse, type ApiProblemResponseDto, type AssetClassAccountsResponseDto, type AssetClassGroupDto, type AssetClassSummaryDto, type AuthControllerAccessTokenLoginData, type AuthControllerAccessTokenLoginResponse, type BackfillSnapshotsBody, type BackfillSnapshotsResponse, type BalanceByCurrencyDto, type BalanceControllerGetBalanceData, type BalanceControllerGetBalanceResponse, type BalanceControllerGetMultiCurrencyBalanceData, type BalanceControllerGetMultiCurrencyBalanceResponse, type BalanceResponseDto, type BatchCreateTransactionDto, type BatchResolveDto, type BatchResolveResultDto, type BatchTransactionErrorDto, type BatchTransactionResponseDto, BeanAccountsService, BeanBalancesService, BeanCommoditiesService, BeanTransactionsService, type BulkCreateRulesDto, type BulkCreateRulesResponseDto, type CacheControllerFlushCacheResponse, type CashFlowByCurrencyDto, type CashFlowPointDto, type CashFlowResponseDto, type CashFlowTrendSummaryDto, type CashFlowTrendsResponseDto, type CategoryGroupDto, type CloseAccountDto, type CommodityControllerBulkCreateData, type CommodityControllerBulkCreateResponse, type CommodityControllerCreateData, type CommodityControllerCreateResponse, type CommodityControllerDeleteData, type CommodityControllerDeleteResponse, type CommodityControllerFindAllData, type CommodityControllerFindAllResponse, type CommodityControllerFindOneData, type CommodityControllerFindOneResponse, type CommodityControllerGetOrCreateData, type CommodityControllerGetOrCreateResponse, type CommodityControllerUpdateData, type CommodityControllerUpdateResponse, type CommodityListResponseDto, type CommodityResponseDto, type ConfirmMatchDto, type ConvertedCashFlowDto, type ConvertedNetWorthDto, type CorrectTransactionDto, type CostDetailDto, type CostSpecDto, type CreateAccountDto, type CreateBeanEventDto, type CreateBeanPriceDto, type CreateCommodityDto, type CreatePayeeDto, type CreatePayeeProfileDto, type CreatePlatformDto, type CreatePostingDto, type CreateRecurringRuleDto, type CreateRuleFromTransactionDto, type CreateTransactionDto, type CreateTransactionRuleDto, type CurrencyBalanceDto, type CurrentPriceDto, type DashboardControllerGetAccountsData, type DashboardControllerGetAccountsResponse, type DashboardControllerGetCashFlowData, type DashboardControllerGetCashFlowResponse, type DashboardControllerGetExpensesData, type DashboardControllerGetExpensesResponse, type DashboardControllerGetNetWorthData, type DashboardControllerGetNetWorthResponse, type DecisionOptionDto, type DeleteOwnUserDto, type EnterNowDto, type EventControllerCreateData, type EventControllerCreateResponse, type EventControllerDeleteData, type EventControllerDeleteResponse, type EventControllerFindAllData, type EventControllerFindAllResponse, type EventControllerFindOneData, type EventControllerFindOneResponse, type EventControllerGetSliceData, type EventControllerGetSliceResponse, type EventControllerUpdateData, type EventControllerUpdateResponse, type EventListResponseDto, type EventResponseDto, type ExchangeRateControllerGetExchangeRateData, type ExchangeRateControllerGetExchangeRateResponse, type ExchangeRateWarningDto, type ExpectedTransactionControllerConfirmMatchData, type ExpectedTransactionControllerConfirmMatchResponse, type ExpectedTransactionControllerEnterNowData, type ExpectedTransactionControllerEnterNowResponse, type ExpectedTransactionControllerFindAllData, type ExpectedTransactionControllerFindAllResponse, type ExpectedTransactionControllerFindOneData, type ExpectedTransactionControllerFindOneResponse, type ExpectedTransactionControllerFindOverdueData, type ExpectedTransactionControllerFindOverdueResponse, type ExpectedTransactionControllerSkipData, type ExpectedTransactionControllerSkipResponse, type ExpectedTransactionControllerUndoSkipData, type ExpectedTransactionControllerUndoSkipResponse, type ExpectedTransactionControllerUnmatchData, type ExpectedTransactionControllerUnmatchResponse, type ExpectedTransactionListResponseDto, type ExpectedTransactionResponseDto, type ExpectedTransactionRuleDto, type ExpensesByCategoryResponseDto, type ExpensesByCategorySummaryDto, type ExportControllerExportBeancountResponse, type ExportRulesResponseDto, type FileImportControllerIdentifyFileData, type FileImportControllerIdentifyFileResponse, type FileImportControllerImportBeancountData, type FileImportControllerImportBeancountResponse, type FileImportControllerImportFileData, type FileImportControllerImportFileResponse, type FileImportDto, type ForecastControllerGetForecastData, type ForecastControllerGetForecastResponse, type ForecastItemDto, type ForecastResponseDto, type FxRateDto, type GenerateSnapshotBody, type GenerateSnapshotResponse, type HealthControllerCheckDatabaseResponse, type HealthControllerCheckOpenBbResponse, type HealthControllerCheckRedisResponse, type HealthControllerGetCircuitBreakersHealthResponse, type HealthControllerGetHealthResponse, type HealthControllerGetMetricsResponse, type HealthControllerResetCircuitBreakerData, type HealthControllerResetCircuitBreakerResponse, HealthService, type HoldingAssetClassAccountSliceDto, type HoldingAssetClassCrossAccountResponseDto, type HoldingPnlControllerGetHoldingPnlData, type HoldingPnlControllerGetHoldingPnlResponse, type HoldingPnlResponseDto, type HoldingPnlRowDto, type HoldingPnlWarningDto, type IdentifyResultDto, type ImportErrorDto, type ImportResultDto, type ImporterConfigControllerGetConfigData, type ImporterConfigControllerGetConfigResponse, type ImporterConfigControllerResetConfigData, type ImporterConfigControllerResetConfigResponse, type ImporterConfigControllerUpdateConfigData, type ImporterConfigControllerUpdateConfigResponse, type ImporterConfigDataDto, type ImporterConfigDto, type InfoControllerGetInfoResponse, type MapperDefaultsDto, type MonetaryDto, type MonthlyForecastDto, type MultiCurrencyBalanceResponseDto, type MultiCurrencyPointDto, type NetWorthByCurrencyDto, type NetWorthResponseDto, type NlpAccountConfirmationDataDto, type NlpAlternativePayeeDto, type NlpControllerClearSessionData, type NlpControllerClearSessionResponse, type NlpControllerGetSessionData, type NlpControllerGetSessionResponse, type NlpControllerProcessNaturalLanguageData, type NlpControllerProcessNaturalLanguageResponse, type NlpDefaultAccountsDto, type NlpDuplicateConfirmationDataDto, type NlpParsedDataDto, type NlpPayeeConfirmationDataDto, type NlpResponseDto, type NlpRuleConfirmationDataDto, type NlpSimilarityDto, type NlpSourceTransactionDto, type NlpSuggestedAccountDto, type NlpSuggestedAccountsDto, type NlpSuggestedPayeeDto, type NlpTargetTransactionDto, type NlpTransactionInfoDto, OpenAPI, type OpenAPIConfig, type ParserTelemetryReportDto, type PayeeAutocompleteResponseDto, type PayeeControllerAutocompleteData, type PayeeControllerAutocompleteResponse, type PayeeControllerCreateData, type PayeeControllerCreateResponse, type PayeeControllerDeleteData, type PayeeControllerDeleteResponse, type PayeeControllerFindAllData, type PayeeControllerFindAllResponse, type PayeeControllerFindOneData, type PayeeControllerFindOneResponse, type PayeeControllerGetTopPayeesData, type PayeeControllerGetTopPayeesResponse, type PayeeControllerUpdateData, type PayeeControllerUpdateResponse, type PayeeListResponseDto, type PayeeProfileAdminControllerCreateData, type PayeeProfileAdminControllerCreateResponse, type PayeeProfileAdminControllerDeleteData, type PayeeProfileAdminControllerDeleteResponse, type PayeeProfileAdminControllerFindAllData, type PayeeProfileAdminControllerFindAllResponse, type PayeeProfileAdminControllerFindOneData, type PayeeProfileAdminControllerFindOneResponse, type PayeeProfileAdminControllerUnverifyData, type PayeeProfileAdminControllerUnverifyResponse, type PayeeProfileAdminControllerUpdateData, type PayeeProfileAdminControllerUpdateResponse, type PayeeProfileAdminControllerVerifyData, type PayeeProfileAdminControllerVerifyResponse, type PayeeProfileListResponseDto, type PayeeProfileResponseDto, type PayeeResponseDto, type PayeeStatsResponseDto, type PlatformControllerCreateData, type PlatformControllerCreateResponse, type PlatformControllerDeleteData, type PlatformControllerDeleteResponse, type PlatformControllerFindAllResponse, type PlatformControllerGetPlatformListResponse, type PlatformControllerMatchPlatformsData, type PlatformControllerMatchPlatformsResponse, type PlatformControllerUpdateData, type PlatformControllerUpdateResponse, type PlatformGroupDto, type PortfolioTrendsResponseDto, type PostingDetailDto, type PostingResponseDto, type PriceControllerBulkCreateData, type PriceControllerBulkCreateResponse, type PriceControllerCreateData, type PriceControllerCreateResponse, type PriceControllerDeleteData, type PriceControllerDeleteResponse, type PriceControllerFindAllData, type PriceControllerFindAllResponse, type PriceControllerFindOneData, type PriceControllerFindOneResponse, type PriceControllerUpdateData, type PriceControllerUpdateResponse, type PriceListResponseDto, type PriceResponseDto, type ProcessNlpDto, type PropertyControllerDeleteData, type PropertyControllerDeleteResponse, type PropertyControllerGetAllResponse, type PropertyControllerGetByKeyData, type PropertyControllerGetByKeyResponse, type PropertyControllerUpdateData, type PropertyControllerUpdateResponse, type ProviderSyncConfigDto, type ProviderSyncControllerGetSupportedProvidersData, type ProviderSyncControllerGetSupportedProvidersResponse, type ProviderSyncControllerIsProviderSupportedData, type ProviderSyncControllerIsProviderSupportedResponse, type ProviderSyncControllerSyncData, type ProviderSyncControllerSyncResponse, type ProviderSyncDto, type ProviderSyncResponseDto, ProviderSyncService, type RecurringMatchInfoDto, type RecurringRuleControllerCreateData, type RecurringRuleControllerCreateFromTransactionData, type RecurringRuleControllerCreateFromTransactionResponse, type RecurringRuleControllerCreateResponse, type RecurringRuleControllerDeleteData, type RecurringRuleControllerDeleteResponse, type RecurringRuleControllerFindAllData, type RecurringRuleControllerFindAllResponse, type RecurringRuleControllerFindOneData, type RecurringRuleControllerFindOneResponse, type RecurringRuleControllerGetWithStatsData, type RecurringRuleControllerGetWithStatsResponse, type RecurringRuleControllerUpdateData, type RecurringRuleControllerUpdateResponse, type RecurringRuleResponseDto, type RecurringRuleWithStatsResponseDto, type RecurringSuggestionDto, type RegionConfigDto, type RegionInfoDto, type RegionsMetadataResponseDto, type ReopenAccountDto, type ReportingControllerBackfillSnapshotsData, type ReportingControllerBackfillSnapshotsResponse, type ReportingControllerGenerateSnapshotData, type ReportingControllerGenerateSnapshotResponse, type ReportingControllerGetCashFlowTrendsData, type ReportingControllerGetCashFlowTrendsResponse, type ReportingControllerGetPortfolioTrendsData, type ReportingControllerGetPortfolioTrendsResponse, type ResolveResultDto, type ResolveReviewDto, type ReviewControllerBatchResolveData, type ReviewControllerBatchResolveResponse, type ReviewControllerFindAllData, type ReviewControllerFindAllResponse, type ReviewControllerFindOneData, type ReviewControllerFindOneResponse, type ReviewControllerGetStatsData, type ReviewControllerGetStatsResponse, type ReviewControllerResolveData, type ReviewControllerResolveResponse, type ReviewControllerUndoData, type ReviewControllerUndoResponse, type ReviewDetailDto, type ReviewItemPreviewDto, type ReviewListResponseDto, type ReviewStatsDto, type ReviewSummaryDto, type RuleStatisticsResponseDto, type SignupDto, type SupportedProvidersResponseDto, type TagSuggestionDto, type TagSuggestionsResponseDto, type TelemetryControllerGetCoverageMetricsData, type TelemetryControllerGetCoverageMetricsResponse, type TelemetryControllerReportCoverageMissData, type TelemetryControllerReportCoverageMissResponse, type TelemetryControllerReportTelemetryData, type TelemetryControllerReportTelemetryResponse, type TemplateMetadataDto, type TemplateMetadataResponseDto, type TestRuleDto, type TestRuleResponseDto, type TimeSeriesPointDto, type TransactionControllerCorrectData, type TransactionControllerCorrectResponse, type TransactionControllerCreateBatchData, type TransactionControllerCreateBatchResponse, type TransactionControllerCreateData, type TransactionControllerCreateResponse, type TransactionControllerDeleteData, type TransactionControllerDeleteResponse, type TransactionControllerGetDetailData, type TransactionControllerGetDetailResponse, type TransactionControllerListData, type TransactionControllerListResponse, type TransactionControllerSuggestTagsData, type TransactionControllerSuggestTagsResponse, type TransactionControllerUpdateData, type TransactionControllerUpdateResponse, type TransactionDetailDto, type TransactionListResponseDto, type TransactionResponseDto, type TransactionRuleControllerBulkCreateData, type TransactionRuleControllerBulkCreateResponse, type TransactionRuleControllerCreateData, type TransactionRuleControllerCreateResponse, type TransactionRuleControllerDeleteData, type TransactionRuleControllerDeleteResponse, type TransactionRuleControllerExportData, type TransactionRuleControllerExportResponse, type TransactionRuleControllerGetDetailData, type TransactionRuleControllerGetDetailResponse, type TransactionRuleControllerGetStatisticsData, type TransactionRuleControllerGetStatisticsResponse, type TransactionRuleControllerListData, type TransactionRuleControllerListResponse, type TransactionRuleControllerTestData, type TransactionRuleControllerTestResponse, type TransactionRuleControllerUpdateData, type TransactionRuleControllerUpdateResponse, type TransactionRuleControllerValidateData, type TransactionRuleControllerValidateResponse, type TransactionRuleListResponseDto, type TransactionRuleResponseDto, type TransactionSummaryDto, type TrendSummaryDto, type UncoveredFormatMissDto, type UndoResultDto, type UpdateAccountDto, type UpdateBeanEventDto, type UpdateBeanPriceDto, type UpdateCommodityDto, type UpdateConfigDataDto, type UpdateImporterConfigDto, type UpdateMapperDefaultsDto, type UpdatePayeeDto, type UpdatePayeeProfileDto, type UpdatePlatformDto, type UpdatePropertyDto, type UpdateRecurringRuleDto, type UpdateTransactionDto, type UpdateTransactionRuleDto, type UpdateUserSettingDto, type UserControllerDeleteOwnUserData, type UserControllerDeleteOwnUserResponse, type UserControllerDeleteUserData, type UserControllerDeleteUserResponse, type UserControllerGetAllUserSettingsByPageData, type UserControllerGetAllUserSettingsByPageResponse, type UserControllerGetAssetLiabilitySummaryResponse, type UserControllerGetUserData, type UserControllerGetUserInfoData, type UserControllerGetUserInfoResponse, type UserControllerGetUserResponse, type UserControllerSignupUserData, type UserControllerSignupUserResponse, type UserControllerUpdateUserSettingData, type UserControllerUpdateUserSettingResponse, type ValidateRuleDto, type ValidateRuleResponseDto, type VersionedConfigDto, type action, type action2, type assetClass, type assetSubType, type bookingMethod, type branchType, type category, type chartToken, type colorScheme, type confidenceLevel, type conflictStrategy, type dataSource, type equitySubType, type flag, type flag2, type frequency, type importerId, type intent, type investmentAction, type learningSource, type liabilitySubType, type matchLogic, type method, type mode, type paymentSource, type period, type source, type source2, type source3, type status, type status2, type status3, type status4, type suggestedFrequency, type type, type type2, type type3, type type4, type value, type viewMode };
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export { type $OpenApiTs, type AccountControllerAddOpeningBalanceData, type AccountControllerAddOpeningBalanceResponse, type AccountControllerCloseData, type AccountControllerCloseResponse, type AccountControllerCreateData, type AccountControllerCreateResponse, type AccountControllerDeleteData, type AccountControllerDeleteResponse, type AccountControllerFindAllData, type AccountControllerFindAllResponse, type AccountControllerFindOneData, type AccountControllerFindOneResponse, type AccountControllerReopenData, type AccountControllerReopenResponse, type AccountControllerUpdateData, type AccountControllerUpdateResponse, type AccountExchangeRateWarningDto, type AccountItemDto, type AccountItemWithAssetClassDto, type AccountListResponseDto, type AccountResponseDto, type AccountStandardListResponseDto, type AccountStandardResponseDto, type AccountStandardsControllerGetRegionsData, type AccountStandardsControllerGetRegionsResponse, type AccountStandardsControllerGetTemplateMetadataData, type AccountStandardsControllerGetTemplateMetadataResponse, type AccountStandardsControllerGetTemplatesData, type AccountStandardsControllerGetTemplatesResponse, type AccountsResponseDto, type AccountsSummaryDto, type ActualBalanceDto, type AmountDto, type AmountRangeDto, type AnonymousLoginDto, type AnonymousLoginResponseDto, type ApiKeysControllerCreateApiKeyResponse, type ApiProblemResponseDto, type AssertReconciliationDto, type AssetClassAccountsResponseDto, type AssetClassGroupDto, type AssetClassSummaryDto, type AuthControllerAccessTokenLoginData, type AuthControllerAccessTokenLoginResponse, type BackfillSnapshotsBody, type BackfillSnapshotsResponse, type BalanceByCurrencyDto, type BalanceControllerGetBalanceData, type BalanceControllerGetBalanceResponse, type BalanceControllerGetMultiCurrencyBalanceData, type BalanceControllerGetMultiCurrencyBalanceResponse, type BalanceResponseDto, type BatchCreateTransactionDto, type BatchResolveDto, type BatchResolveResultDto, type BatchTransactionErrorDto, type BatchTransactionResponseDto, BeanAccountsService, BeanBalancesService, BeanCommoditiesService, BeanTransactionsService, type BulkCreateRulesDto, type BulkCreateRulesResponseDto, type CacheControllerFlushCacheResponse, type CashFlowByCurrencyDto, type CashFlowPointDto, type CashFlowResponseDto, type CashFlowTrendSummaryDto, type CashFlowTrendsResponseDto, type CategoryGroupDto, type CloseAccountDto, type CommodityControllerBulkCreateData, type CommodityControllerBulkCreateResponse, type CommodityControllerCreateData, type CommodityControllerCreateResponse, type CommodityControllerDeleteData, type CommodityControllerDeleteResponse, type CommodityControllerFindAllData, type CommodityControllerFindAllResponse, type CommodityControllerFindOneData, type CommodityControllerFindOneResponse, type CommodityControllerGetOrCreateData, type CommodityControllerGetOrCreateResponse, type CommodityControllerUpdateData, type CommodityControllerUpdateResponse, type CommodityListResponseDto, type CommodityResponseDto, type ComputeReconciliationDto, type ConfirmMatchDto, type ConvertedCashFlowDto, type ConvertedNetWorthDto, type CorrectTransactionDto, type CostDetailDto, type CostSpecDto, type CreateAccountDto, type CreateBeanEventDto, type CreateBeanPriceDto, type CreateCommodityDto, type CreateExternalAccountLinkDto, type CreateOpeningBalanceDto, type CreatePayeeDto, type CreatePayeeProfileDto, type CreatePlatformDto, type CreatePostingDto, type CreateRecurringRuleDto, type CreateRuleFromTransactionDto, type CreateTransactionDto, type CreateTransactionRuleDto, type CurrencyBalanceDto, type CurrentPriceDto, type DashboardControllerGetAccountsData, type DashboardControllerGetAccountsResponse, type DashboardControllerGetCashFlowData, type DashboardControllerGetCashFlowResponse, type DashboardControllerGetExpensesData, type DashboardControllerGetExpensesResponse, type DashboardControllerGetNetWorthData, type DashboardControllerGetNetWorthResponse, type DecisionOptionDto, type DeleteOwnUserDto, type EnterNowDto, type EventControllerCreateData, type EventControllerCreateResponse, type EventControllerDeleteData, type EventControllerDeleteResponse, type EventControllerFindAllData, type EventControllerFindAllResponse, type EventControllerFindOneData, type EventControllerFindOneResponse, type EventControllerGetSliceData, type EventControllerGetSliceResponse, type EventControllerUpdateData, type EventControllerUpdateResponse, type EventListResponseDto, type EventResponseDto, type ExchangeRateControllerGetExchangeRateData, type ExchangeRateControllerGetExchangeRateResponse, type ExchangeRateWarningDto, type ExpectedTransactionControllerConfirmMatchData, type ExpectedTransactionControllerConfirmMatchResponse, type ExpectedTransactionControllerEnterNowData, type ExpectedTransactionControllerEnterNowResponse, type ExpectedTransactionControllerFindAllData, type ExpectedTransactionControllerFindAllResponse, type ExpectedTransactionControllerFindOneData, type ExpectedTransactionControllerFindOneResponse, type ExpectedTransactionControllerFindOverdueData, type ExpectedTransactionControllerFindOverdueResponse, type ExpectedTransactionControllerSkipData, type ExpectedTransactionControllerSkipResponse, type ExpectedTransactionControllerUndoSkipData, type ExpectedTransactionControllerUndoSkipResponse, type ExpectedTransactionControllerUnmatchData, type ExpectedTransactionControllerUnmatchResponse, type ExpectedTransactionListResponseDto, type ExpectedTransactionResponseDto, type ExpectedTransactionRuleDto, type ExpensesByCategoryResponseDto, type ExpensesByCategorySummaryDto, type ExportControllerExportBeancountResponse, type ExportRulesResponseDto, type ExternalAccountLinkControllerCreateData, type ExternalAccountLinkControllerCreateResponse, type ExternalAccountLinkControllerFindAllData, type ExternalAccountLinkControllerFindAllResponse, type ExternalAccountLinkControllerFindOneData, type ExternalAccountLinkControllerFindOneResponse, type ExternalAccountLinkControllerRemoveData, type ExternalAccountLinkControllerRemoveResponse, type ExternalAccountLinkListResponseDto, type ExternalAccountLinkResponseDto, type FileImportControllerIdentifyFileData, type FileImportControllerIdentifyFileResponse, type FileImportControllerImportBeancountData, type FileImportControllerImportBeancountResponse, type FileImportControllerImportFileData, type FileImportControllerImportFileResponse, type FileImportDto, type ForecastControllerGetForecastData, type ForecastControllerGetForecastResponse, type ForecastItemDto, type ForecastResponseDto, type FxRateDto, type GenerateSnapshotBody, type GenerateSnapshotResponse, type HealthControllerCheckDatabaseResponse, type HealthControllerCheckOpenBbResponse, type HealthControllerCheckRedisResponse, type HealthControllerGetCircuitBreakersHealthResponse, type HealthControllerGetHealthResponse, type HealthControllerGetMetricsResponse, type HealthControllerResetCircuitBreakerData, type HealthControllerResetCircuitBreakerResponse, HealthService, type HoldingAssetClassAccountSliceDto, type HoldingAssetClassCrossAccountResponseDto, type HoldingPnlControllerGetHoldingPnlData, type HoldingPnlControllerGetHoldingPnlResponse, type HoldingPnlResponseDto, type HoldingPnlRowDto, type HoldingPnlWarningDto, type IdentifyResultDto, type ImportErrorDto, type ImportResultDto, type ImporterConfigControllerGetConfigData, type ImporterConfigControllerGetConfigResponse, type ImporterConfigControllerResetConfigData, type ImporterConfigControllerResetConfigResponse, type ImporterConfigControllerUpdateConfigData, type ImporterConfigControllerUpdateConfigResponse, type ImporterConfigDataDto, type ImporterConfigDto, type InfoControllerGetInfoResponse, type MapperDefaultsDto, type MonetaryDto, type MonthlyForecastDto, type MultiCurrencyBalanceResponseDto, type MultiCurrencyPointDto, type NetWorthByCurrencyDto, type NetWorthResponseDto, type NlpAccountConfirmationDataDto, type NlpAlternativePayeeDto, type NlpControllerClearSessionData, type NlpControllerClearSessionResponse, type NlpControllerGetSessionData, type NlpControllerGetSessionResponse, type NlpControllerProcessNaturalLanguageData, type NlpControllerProcessNaturalLanguageResponse, type NlpDefaultAccountsDto, type NlpDuplicateConfirmationDataDto, type NlpParsedDataDto, type NlpPayeeConfirmationDataDto, type NlpResponseDto, type NlpRuleConfirmationDataDto, type NlpSimilarityDto, type NlpSourceTransactionDto, type NlpSuggestedAccountDto, type NlpSuggestedAccountsDto, type NlpSuggestedPayeeDto, type NlpTargetTransactionDto, type NlpTransactionInfoDto, type OnboardingAccountDto, type OnboardingControllerBootstrapData, type OnboardingControllerBootstrapResponse, type OnboardingDto, OpenAPI, type OpenAPIConfig, type OpeningBalanceResultDto, type PadReconciliationDto, type PadResultDto, type ParserTelemetryReportDto, type PayeeAutocompleteResponseDto, type PayeeControllerAutocompleteData, type PayeeControllerAutocompleteResponse, type PayeeControllerCreateData, type PayeeControllerCreateResponse, type PayeeControllerDeleteData, type PayeeControllerDeleteResponse, type PayeeControllerFindAllData, type PayeeControllerFindAllResponse, type PayeeControllerFindOneData, type PayeeControllerFindOneResponse, type PayeeControllerGetTopPayeesData, type PayeeControllerGetTopPayeesResponse, type PayeeControllerUpdateData, type PayeeControllerUpdateResponse, type PayeeListResponseDto, type PayeeProfileAdminControllerCreateData, type PayeeProfileAdminControllerCreateResponse, type PayeeProfileAdminControllerDeleteData, type PayeeProfileAdminControllerDeleteResponse, type PayeeProfileAdminControllerFindAllData, type PayeeProfileAdminControllerFindAllResponse, type PayeeProfileAdminControllerFindOneData, type PayeeProfileAdminControllerFindOneResponse, type PayeeProfileAdminControllerUnverifyData, type PayeeProfileAdminControllerUnverifyResponse, type PayeeProfileAdminControllerUpdateData, type PayeeProfileAdminControllerUpdateResponse, type PayeeProfileAdminControllerVerifyData, type PayeeProfileAdminControllerVerifyResponse, type PayeeProfileListResponseDto, type PayeeProfileResponseDto, type PayeeResponseDto, type PayeeStatsResponseDto, type PlatformControllerCreateData, type PlatformControllerCreateResponse, type PlatformControllerDeleteData, type PlatformControllerDeleteResponse, type PlatformControllerFindAllResponse, type PlatformControllerGetPlatformListResponse, type PlatformControllerMatchPlatformsData, type PlatformControllerMatchPlatformsResponse, type PlatformControllerUpdateData, type PlatformControllerUpdateResponse, type PlatformGroupDto, type PlatformListItemDto, type PlatformMatchResponseDto, type PlatformMatchResultDto, type PortfolioTrendsResponseDto, type PostingDetailDto, type PostingResponseDto, type PriceControllerBulkCreateData, type PriceControllerBulkCreateResponse, type PriceControllerCreateData, type PriceControllerCreateResponse, type PriceControllerDeleteData, type PriceControllerDeleteResponse, type PriceControllerFindAllData, type PriceControllerFindAllResponse, type PriceControllerFindOneData, type PriceControllerFindOneResponse, type PriceControllerUpdateData, type PriceControllerUpdateResponse, type PriceListResponseDto, type PriceResponseDto, type ProcessNlpDto, type PropertyControllerDeleteData, type PropertyControllerDeleteResponse, type PropertyControllerGetAllResponse, type PropertyControllerGetByKeyData, type PropertyControllerGetByKeyResponse, type PropertyControllerUpdateData, type PropertyControllerUpdateResponse, type ProviderSyncConfigDto, type ProviderSyncControllerGetSupportedProvidersData, type ProviderSyncControllerGetSupportedProvidersResponse, type ProviderSyncControllerIsProviderSupportedData, type ProviderSyncControllerIsProviderSupportedResponse, type ProviderSyncControllerSyncData, type ProviderSyncControllerSyncResponse, type ProviderSyncDto, type ProviderSyncResponseDto, ProviderSyncService, type ReconciliationComputeResultDto, type ReconciliationControllerAssertData, type ReconciliationControllerAssertResponse, type ReconciliationControllerComputeData, type ReconciliationControllerComputeResponse, type ReconciliationControllerHistoryData, type ReconciliationControllerHistoryResponse, type ReconciliationControllerPadData, type ReconciliationControllerPadResponse, type ReconciliationRecordDto, type RecurringMatchInfoDto, type RecurringRuleControllerCreateData, type RecurringRuleControllerCreateFromTransactionData, type RecurringRuleControllerCreateFromTransactionResponse, type RecurringRuleControllerCreateResponse, type RecurringRuleControllerDeleteData, type RecurringRuleControllerDeleteResponse, type RecurringRuleControllerFindAllData, type RecurringRuleControllerFindAllResponse, type RecurringRuleControllerFindOneData, type RecurringRuleControllerFindOneResponse, type RecurringRuleControllerGetWithStatsData, type RecurringRuleControllerGetWithStatsResponse, type RecurringRuleControllerUpdateData, type RecurringRuleControllerUpdateResponse, type RecurringRuleResponseDto, type RecurringRuleWithStatsResponseDto, type RecurringSuggestionDto, type RegionConfigDto, type RegionInfoDto, type RegionsMetadataResponseDto, type ReopenAccountDto, type ReportingControllerBackfillSnapshotsData, type ReportingControllerBackfillSnapshotsResponse, type ReportingControllerGenerateSnapshotData, type ReportingControllerGenerateSnapshotResponse, type ReportingControllerGetCashFlowTrendsData, type ReportingControllerGetCashFlowTrendsResponse, type ReportingControllerGetPortfolioTrendsData, type ReportingControllerGetPortfolioTrendsResponse, type ResolveResultDto, type ResolveReviewDto, type ReviewControllerBatchResolveData, type ReviewControllerBatchResolveResponse, type ReviewControllerFindAllData, type ReviewControllerFindAllResponse, type ReviewControllerFindOneData, type ReviewControllerFindOneResponse, type ReviewControllerGetStatsData, type ReviewControllerGetStatsResponse, type ReviewControllerResolveData, type ReviewControllerResolveResponse, type ReviewControllerUndoData, type ReviewControllerUndoResponse, type ReviewDetailDto, type ReviewItemPreviewDto, type ReviewListResponseDto, type ReviewStatsDto, type ReviewSummaryDto, type RuleStatisticsResponseDto, type SignupDto, type SignupResponseDto, type SupportedProvidersResponseDto, type TagSuggestionDto, type TagSuggestionsResponseDto, type TelemetryControllerGetCoverageMetricsData, type TelemetryControllerGetCoverageMetricsResponse, type TelemetryControllerReportCoverageMissData, type TelemetryControllerReportCoverageMissResponse, type TelemetryControllerReportTelemetryData, type TelemetryControllerReportTelemetryResponse, type TemplateMetadataDto, type TemplateMetadataResponseDto, type TestRuleDto, type TestRuleResponseDto, type TimeSeriesPointDto, type TransactionControllerCorrectData, type TransactionControllerCorrectResponse, type TransactionControllerCreateBatchData, type TransactionControllerCreateBatchResponse, type TransactionControllerCreateData, type TransactionControllerCreateResponse, type TransactionControllerDeleteData, type TransactionControllerDeleteResponse, type TransactionControllerGetDetailData, type TransactionControllerGetDetailResponse, type TransactionControllerListData, type TransactionControllerListResponse, type TransactionControllerSuggestTagsData, type TransactionControllerSuggestTagsResponse, type TransactionControllerUpdateData, type TransactionControllerUpdateResponse, type TransactionDetailDto, type TransactionListResponseDto, type TransactionListSummaryDto, type TransactionResponseDto, type TransactionRuleControllerBulkCreateData, type TransactionRuleControllerBulkCreateResponse, type TransactionRuleControllerCreateData, type TransactionRuleControllerCreateResponse, type TransactionRuleControllerDeleteData, type TransactionRuleControllerDeleteResponse, type TransactionRuleControllerExportData, type TransactionRuleControllerExportResponse, type TransactionRuleControllerGetDetailData, type TransactionRuleControllerGetDetailResponse, type TransactionRuleControllerGetStatisticsData, type TransactionRuleControllerGetStatisticsResponse, type TransactionRuleControllerListData, type TransactionRuleControllerListResponse, type TransactionRuleControllerTestData, type TransactionRuleControllerTestResponse, type TransactionRuleControllerUpdateData, type TransactionRuleControllerUpdateResponse, type TransactionRuleControllerValidateData, type TransactionRuleControllerValidateResponse, type TransactionRuleListResponseDto, type TransactionRuleResponseDto, type TransactionSummaryDto, type TrendSummaryDto, type UncoveredFormatMissDto, type UndoResultDto, type UpdateAccountDto, type UpdateBeanEventDto, type UpdateBeanPriceDto, type UpdateCommodityDto, type UpdateConfigDataDto, type UpdateImporterConfigDto, type UpdateMapperDefaultsDto, type UpdatePayeeDto, type UpdatePayeeProfileDto, type UpdatePlatformDto, type UpdatePropertyDto, type UpdateRecurringRuleDto, type UpdateTransactionDto, type UpdateTransactionRuleDto, type UpdateUserSettingDto, type UserControllerDeleteOwnUserData, type UserControllerDeleteOwnUserResponse, type UserControllerDeleteUserData, type UserControllerDeleteUserResponse, type UserControllerGetAllUserSettingsByPageData, type UserControllerGetAllUserSettingsByPageResponse, type UserControllerGetAssetLiabilitySummaryResponse, type UserControllerGetUserData, type UserControllerGetUserInfoData, type UserControllerGetUserInfoResponse, type UserControllerGetUserResponse, type UserControllerSignupUserData, type UserControllerSignupUserResponse, type UserControllerUpdateUserSettingData, type UserControllerUpdateUserSettingResponse, type ValidateRuleDto, type ValidateRuleResponseDto, type VersionedConfigDto, type action, type action2, type assetClass, type assetSubClass, type assetSubType, type bookingMethod, type branchType, type category, type chartToken, type colorScheme, type confidenceLevel, type conflictStrategy, type dataSource, type equitySubType, type flag, type flag2, type frequency, type importerId, type intent, type investmentAction, type learningSource, type liabilitySubType, type matchLogic, type matchType, type matchType2, type method, type mode, type paymentSource, type period, type provider, type role, type source, type source2, type source3, type status, type status2, type status3, type status4, type suggestedAction, type suggestedFrequency, type type, type type2, type type3, type type4, type value, type viewMode };
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