@firela/api-types 0.0.0-canary.614ff760 → 0.0.0-canary.63a53b7d
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 +1924 -324
- package/dist/index.d.ts +1924 -324
- package/dist/index.js +32 -4
- package/dist/index.mjs +32 -4
- package/package.json +1 -1
- package/src/generated/schemas.gen.ts +3001 -1529
- package/src/generated/services.gen.ts +990 -183
- package/src/generated/types.gen.ts +2167 -426
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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@@ -82,10 +74,6 @@ 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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@@ -119,17 +107,17 @@ 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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@@ -172,10 +160,6 @@ 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 +168,14 @@ 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 +201,26 @@ 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 +230,6 @@ 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 +262,6 @@ 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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@@ -293,6 +285,50 @@ type RegionInfoDto = {
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type RegionsMetadataResponseDto = {
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regions: Array<RegionInfoDto>;
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};
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type CostSpecDto = {
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/**
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* Cost specification mode (mirrors engine CostSpec)
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*/
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mode: 'per-unit' | 'total' | 'date' | 'label' | 'auto';
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/**
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* Per-unit cost (required when mode is "per-unit")
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*/
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numberPerUnit?: string;
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/**
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* Total cost for all units (required when mode is "total")
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*/
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totalNumber?: string;
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/**
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* Cost currency (required in all modes)
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*/
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currency: string;
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/**
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* Lot acquisition date, ISO 8601 (required when mode is "date")
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*/
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date?: string;
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/**
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* Lot label (required when mode is "label"; optional tag in buy modes)
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*/
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label?: string;
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/**
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* Merge lots for AVERAGE booking (mode: auto)
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*/
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merge?: boolean;
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};
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/**
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* Cost specification mode (mirrors engine CostSpec)
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*/
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type mode = 'per-unit' | 'total' | 'date' | 'label' | 'auto';
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type AmountDto = {
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/**
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* Amount as decimal string (max 15 integer + 15 decimal digits)
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*/
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number: string;
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/**
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* Currency/commodity code
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*/
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currency: string;
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};
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type CreatePostingDto = {
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/**
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* Account name in Beancount format (must start with uppercase, colon-separated)
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@@ -312,6 +348,14 @@ type CreatePostingDto = {
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meta?: {
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[key: string]: unknown;
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};
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/**
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* Cost basis (Beancount `{...}`). Maps to engine costSpec. Required for commodity holdings so they carry a monetary weight that can balance.
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*/
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cost?: CostSpecDto;
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/**
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* Price annotation (Beancount `@...`). Maps to engine price. Used for valuation; cost takes priority for balance weight.
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*/
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price?: AmountDto;
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};
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type CreateTransactionDto = {
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/**
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@@ -361,6 +405,24 @@ type CreateTransactionDto = {
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* Transaction flag: * (cleared), ! (pending)
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*/
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type flag = '*' | '!';
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type CostDetailDto = {
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/**
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* Per-unit cost basis (mirrors engine Cost.number)
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*/
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number?: string;
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/**
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414
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* Cost currency
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415
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*/
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416
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currency?: string;
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417
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+
/**
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418
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* Lot acquisition date (ISO yyyy-mm-dd)
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*/
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420
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date?: string;
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/**
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422
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* Lot label
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*/
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424
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label?: string;
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425
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};
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364
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type PostingResponseDto = {
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365
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/**
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* Account name
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@@ -374,6 +436,10 @@ type PostingResponseDto = {
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* Currency
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*/
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376
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currency?: string;
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439
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+
/**
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440
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* Booking-resolved cost (mirrors engine Cost). Undefined when the posting has no cost basis.
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441
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*/
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442
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cost?: CostDetailDto;
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};
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type RecurringSuggestionDto = {
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/**
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@@ -571,9 +637,9 @@ type PostingDetailDto = {
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571
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*/
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accountId: string;
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573
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/**
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574
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-
*
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640
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* Fully-qualified Beancount account path
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575
641
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*/
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576
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-
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642
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+
account: string;
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577
643
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/**
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578
644
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* Amount as decimal string. Typed optional but always present in responses: interpolation fills any MISSING posting before it is persisted or returned.
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579
645
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*/
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@@ -594,6 +660,10 @@ type PostingDetailDto = {
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594
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* Cost date
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595
661
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*/
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596
662
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costDate?: string;
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663
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+
/**
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664
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+
* Booking-resolved cost (mirrors engine Cost). Undefined when the posting has no cost basis.
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665
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*/
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666
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cost?: CostDetailDto;
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597
667
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/**
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598
668
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* Price amount
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599
669
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*/
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@@ -701,6 +771,48 @@ type flag2 = 'CLEARED' | 'PENDING' | 'PADDING' | 'SUMMARIZE' | 'TRANSFER' | 'CON
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701
771
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* Transaction status
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702
772
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*/
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703
773
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type status2 = 'ACTIVE' | 'VOIDED' | 'SUPERSEDED';
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774
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+
type BalanceByCurrencyDto = {
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775
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+
/**
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776
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* ISO 4217 currency code
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777
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+
*/
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778
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+
currency: string;
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779
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+
/**
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780
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* Balance amount
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781
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*/
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782
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balance: string;
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783
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+
};
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784
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+
type ExchangeRateWarningDto = {
|
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785
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+
/**
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786
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* Warning type
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787
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+
*/
|
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788
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+
type: string;
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789
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+
/**
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790
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* Currency without exchange rate
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791
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*/
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792
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currency: string;
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793
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+
/**
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794
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* Total amount affected
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795
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+
*/
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796
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+
totalAmount: string;
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797
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+
};
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798
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+
type TransactionListSummaryDto = {
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799
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+
/**
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800
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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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801
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+
*/
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802
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totalAmount: string;
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803
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+
/**
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804
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* Base currency (ISO 4217)
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805
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+
*/
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806
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+
currency: string;
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807
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+
/**
|
|
808
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+
* Raw (unconverted) balance per currency
|
|
809
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+
*/
|
|
810
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+
balanceByCurrency: Array<BalanceByCurrencyDto>;
|
|
811
|
+
/**
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812
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+
* Currencies missing an FX rate (omitted when empty)
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|
813
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+
*/
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814
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+
warnings?: Array<ExchangeRateWarningDto>;
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|
815
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+
};
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|
704
816
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type TransactionListResponseDto = {
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705
817
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/**
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706
818
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* List of transactions
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@@ -718,6 +830,10 @@ type TransactionListResponseDto = {
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718
830
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* Number of items skipped
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|
719
831
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*/
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720
832
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offset: number;
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833
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+
/**
|
|
834
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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.
|
|
835
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+
*/
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|
836
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+
summary?: TransactionListSummaryDto;
|
|
721
837
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};
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|
722
838
|
type TagSuggestionDto = {
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723
839
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/**
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|
@@ -1094,17 +1210,17 @@ type ResolveResultDto = {
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1094
1210
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[key: string]: string;
|
|
1095
1211
|
};
|
|
1096
1212
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/**
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|
1097
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-
* Resolution ID for undo
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|
1213
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+
* Resolution ID for undo. Absent when the resolver rejected the decision (review stayed PENDING).
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|
1098
1214
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*/
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1099
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-
resolutionId
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|
1215
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+
resolutionId?: string;
|
|
1100
1216
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/**
|
|
1101
1217
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* Whether this decision can be undone
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|
1102
1218
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*/
|
|
1103
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-
canUndo
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|
1219
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+
canUndo?: boolean;
|
|
1104
1220
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/**
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1105
1221
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* Deadline for undo (24h from resolution)
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|
1106
1222
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*/
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|
1107
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-
undoDeadline
|
|
1223
|
+
undoDeadline?: string;
|
|
1108
1224
|
/**
|
|
1109
1225
|
* Rule ID if learning was triggered (ACCEPT_AND_LEARN actions). Use this to deep-link to the rule management page.
|
|
1110
1226
|
*/
|
|
@@ -1564,6 +1680,104 @@ type UpdateCommodityDto = {
|
|
|
1564
1680
|
[key: string]: unknown;
|
|
1565
1681
|
};
|
|
1566
1682
|
};
|
|
1683
|
+
type CreateBeanPriceDto = {
|
|
1684
|
+
/**
|
|
1685
|
+
* Currency being priced (e.g., USD, AAPL, BTC)
|
|
1686
|
+
*/
|
|
1687
|
+
currency: string;
|
|
1688
|
+
/**
|
|
1689
|
+
* Quote currency (pricing currency, e.g., CNY, EUR)
|
|
1690
|
+
*/
|
|
1691
|
+
quoteCurrency: string;
|
|
1692
|
+
/**
|
|
1693
|
+
* Price amount (MUST be >= 0 per Beancount spec, supports up to 15 decimal places). Zero allowed for conversion entries, negative strictly prohibited.
|
|
1694
|
+
*/
|
|
1695
|
+
amount: number;
|
|
1696
|
+
/**
|
|
1697
|
+
* Price date (ISO 8601 format)
|
|
1698
|
+
*/
|
|
1699
|
+
date: string;
|
|
1700
|
+
/**
|
|
1701
|
+
* Metadata (validated by Zod schema, max field lengths enforced)
|
|
1702
|
+
*/
|
|
1703
|
+
metadata?: {
|
|
1704
|
+
[key: string]: unknown;
|
|
1705
|
+
};
|
|
1706
|
+
};
|
|
1707
|
+
type PriceResponseDto = {
|
|
1708
|
+
/**
|
|
1709
|
+
* Unique identifier
|
|
1710
|
+
*/
|
|
1711
|
+
id: string;
|
|
1712
|
+
/**
|
|
1713
|
+
* User ID (owner of the price)
|
|
1714
|
+
*/
|
|
1715
|
+
userId: string;
|
|
1716
|
+
/**
|
|
1717
|
+
* Currency being priced (e.g., USD, AAPL, BTC)
|
|
1718
|
+
*/
|
|
1719
|
+
currency: string;
|
|
1720
|
+
/**
|
|
1721
|
+
* Quote currency (pricing currency, e.g., USD, CNY)
|
|
1722
|
+
*/
|
|
1723
|
+
quoteCurrency: string;
|
|
1724
|
+
/**
|
|
1725
|
+
* Price amount (corresponds to Beancount Amount.number). Supports up to 15 decimal places.
|
|
1726
|
+
*/
|
|
1727
|
+
amount: number;
|
|
1728
|
+
/**
|
|
1729
|
+
* Price date (ISO 8601 format). Represents the date this price was valid.
|
|
1730
|
+
*/
|
|
1731
|
+
date: string;
|
|
1732
|
+
/**
|
|
1733
|
+
* Metadata (corresponds to Beancount meta field). Contains source, confidence, note, etc.
|
|
1734
|
+
*/
|
|
1735
|
+
meta: {
|
|
1736
|
+
[key: string]: unknown;
|
|
1737
|
+
};
|
|
1738
|
+
/**
|
|
1739
|
+
* Creation timestamp
|
|
1740
|
+
*/
|
|
1741
|
+
createdAt: string;
|
|
1742
|
+
/**
|
|
1743
|
+
* Last update timestamp
|
|
1744
|
+
*/
|
|
1745
|
+
updatedAt: string;
|
|
1746
|
+
};
|
|
1747
|
+
type PriceListResponseDto = {
|
|
1748
|
+
/**
|
|
1749
|
+
* List of prices
|
|
1750
|
+
*/
|
|
1751
|
+
items: Array<PriceResponseDto>;
|
|
1752
|
+
/**
|
|
1753
|
+
* Total number of prices
|
|
1754
|
+
*/
|
|
1755
|
+
total: number;
|
|
1756
|
+
};
|
|
1757
|
+
type UpdateBeanPriceDto = {
|
|
1758
|
+
/**
|
|
1759
|
+
* Currency being priced
|
|
1760
|
+
*/
|
|
1761
|
+
currency?: string;
|
|
1762
|
+
/**
|
|
1763
|
+
* Quote currency (pricing currency)
|
|
1764
|
+
*/
|
|
1765
|
+
quoteCurrency?: string;
|
|
1766
|
+
/**
|
|
1767
|
+
* Price amount (MUST be >= 0 per Beancount spec)
|
|
1768
|
+
*/
|
|
1769
|
+
amount?: number;
|
|
1770
|
+
/**
|
|
1771
|
+
* Price date (ISO 8601 format)
|
|
1772
|
+
*/
|
|
1773
|
+
date?: string;
|
|
1774
|
+
/**
|
|
1775
|
+
* Metadata
|
|
1776
|
+
*/
|
|
1777
|
+
metadata?: {
|
|
1778
|
+
[key: string]: unknown;
|
|
1779
|
+
};
|
|
1780
|
+
};
|
|
1567
1781
|
type CreateRecurringRuleDto = {
|
|
1568
1782
|
/**
|
|
1569
1783
|
* Rule name (unique per user)
|
|
@@ -2611,73 +2825,303 @@ type UpdatePropertyDto = {
|
|
|
2611
2825
|
*/
|
|
2612
2826
|
value: string;
|
|
2613
2827
|
};
|
|
2614
|
-
type
|
|
2828
|
+
type CreateBeanEventDto = {
|
|
2615
2829
|
/**
|
|
2616
|
-
*
|
|
2830
|
+
* Life event date (ISO 8601)
|
|
2617
2831
|
*/
|
|
2618
|
-
|
|
2619
|
-
};
|
|
2620
|
-
type ImportErrorDto = {
|
|
2832
|
+
date: string;
|
|
2621
2833
|
/**
|
|
2622
|
-
*
|
|
2834
|
+
* Life event type (e.g., "employer", "location", "marital-status") — user-defined, no enum constraint at engine layer
|
|
2623
2835
|
*/
|
|
2624
|
-
|
|
2836
|
+
type: string;
|
|
2625
2837
|
/**
|
|
2626
|
-
*
|
|
2838
|
+
* Life event description. Empty string is a VALID value (distinct from absence).
|
|
2627
2839
|
*/
|
|
2628
|
-
|
|
2840
|
+
description: string;
|
|
2841
|
+
/**
|
|
2842
|
+
* Product-side metadata (lives in BeanEvent.meta JSON, never in engine Event fields)
|
|
2843
|
+
*/
|
|
2844
|
+
meta?: {
|
|
2845
|
+
[key: string]: unknown;
|
|
2846
|
+
};
|
|
2629
2847
|
};
|
|
2630
|
-
type
|
|
2848
|
+
type EventResponseDto = {
|
|
2631
2849
|
/**
|
|
2632
|
-
*
|
|
2850
|
+
* Unique identifier
|
|
2633
2851
|
*/
|
|
2634
|
-
|
|
2852
|
+
id: string;
|
|
2635
2853
|
/**
|
|
2636
|
-
*
|
|
2854
|
+
* User ID (owner of the life event)
|
|
2637
2855
|
*/
|
|
2638
|
-
|
|
2856
|
+
userId: string;
|
|
2639
2857
|
/**
|
|
2640
|
-
*
|
|
2858
|
+
* Life event date (ISO 8601 format)
|
|
2641
2859
|
*/
|
|
2642
|
-
|
|
2860
|
+
date: string;
|
|
2643
2861
|
/**
|
|
2644
|
-
*
|
|
2862
|
+
* Life event type (user-defined, e.g., "employer", "location")
|
|
2645
2863
|
*/
|
|
2646
|
-
|
|
2864
|
+
type: string;
|
|
2647
2865
|
/**
|
|
2648
|
-
*
|
|
2866
|
+
* Life event description. May be an empty string (a valid value distinct from absence).
|
|
2649
2867
|
*/
|
|
2650
|
-
|
|
2868
|
+
description: string;
|
|
2651
2869
|
/**
|
|
2652
|
-
*
|
|
2870
|
+
* Product-side metadata (free-form JSON)
|
|
2653
2871
|
*/
|
|
2654
|
-
|
|
2872
|
+
meta: {
|
|
2873
|
+
[key: string]: unknown;
|
|
2874
|
+
};
|
|
2655
2875
|
/**
|
|
2656
|
-
*
|
|
2876
|
+
* Creation timestamp
|
|
2657
2877
|
*/
|
|
2658
|
-
|
|
2878
|
+
createdAt: string;
|
|
2659
2879
|
/**
|
|
2660
|
-
*
|
|
2880
|
+
* Last update timestamp. Also emitted as the ETag response header for If-Match optimistic concurrency.
|
|
2661
2881
|
*/
|
|
2662
|
-
|
|
2882
|
+
updatedAt: string;
|
|
2883
|
+
};
|
|
2884
|
+
type EventListResponseDto = {
|
|
2663
2885
|
/**
|
|
2664
|
-
*
|
|
2886
|
+
* List of life events
|
|
2665
2887
|
*/
|
|
2666
|
-
|
|
2888
|
+
items: Array<EventResponseDto>;
|
|
2667
2889
|
/**
|
|
2668
|
-
*
|
|
2890
|
+
* Total number of life events matching the query
|
|
2669
2891
|
*/
|
|
2670
|
-
|
|
2892
|
+
total: number;
|
|
2671
2893
|
};
|
|
2672
|
-
|
|
2673
|
-
* Type of branch requiring review
|
|
2674
|
-
*/
|
|
2675
|
-
type branchType = 'DUPLICATE' | 'PAYEE_MATCH' | 'RULE_MATCH' | 'ACCOUNT_VALIDATION' | 'PIPELINE_ERROR';
|
|
2676
|
-
type ImportResultDto = {
|
|
2894
|
+
type UpdateBeanEventDto = {
|
|
2677
2895
|
/**
|
|
2678
|
-
*
|
|
2896
|
+
* Life event date (ISO 8601)
|
|
2679
2897
|
*/
|
|
2680
|
-
|
|
2898
|
+
date?: string;
|
|
2899
|
+
/**
|
|
2900
|
+
* Life event type (user-defined)
|
|
2901
|
+
*/
|
|
2902
|
+
type?: string;
|
|
2903
|
+
/**
|
|
2904
|
+
* Life event description. Empty string is a VALID value (distinct from absence).
|
|
2905
|
+
*/
|
|
2906
|
+
description?: string;
|
|
2907
|
+
/**
|
|
2908
|
+
* Product-side metadata (free-form JSON)
|
|
2909
|
+
*/
|
|
2910
|
+
meta?: {
|
|
2911
|
+
[key: string]: unknown;
|
|
2912
|
+
};
|
|
2913
|
+
};
|
|
2914
|
+
type OnboardingAccountDto = {
|
|
2915
|
+
/**
|
|
2916
|
+
* Account path (Assets/Liabilities only; format validated by the account service)
|
|
2917
|
+
*/
|
|
2918
|
+
path: string;
|
|
2919
|
+
/**
|
|
2920
|
+
* ISO 4217 currency code (3 letters)
|
|
2921
|
+
*/
|
|
2922
|
+
currency: string;
|
|
2923
|
+
/**
|
|
2924
|
+
* Opening balance as a non-negative Decimal string (e.g. "1000.00")
|
|
2925
|
+
*/
|
|
2926
|
+
openingBalance?: string;
|
|
2927
|
+
/**
|
|
2928
|
+
* Platform ID to bind the account to (references Platform.id); omit for unbound
|
|
2929
|
+
*/
|
|
2930
|
+
platformId?: string;
|
|
2931
|
+
};
|
|
2932
|
+
type OnboardingDto = {
|
|
2933
|
+
/**
|
|
2934
|
+
* Asset/Liability accounts to register with opening balances
|
|
2935
|
+
*/
|
|
2936
|
+
accounts?: Array<OnboardingAccountDto>;
|
|
2937
|
+
/**
|
|
2938
|
+
* Skip asset registration; only bootstrap the core account set
|
|
2939
|
+
*/
|
|
2940
|
+
skipAssetRegistration?: boolean;
|
|
2941
|
+
};
|
|
2942
|
+
type ActualBalanceDto = {
|
|
2943
|
+
/**
|
|
2944
|
+
* Actual balance amount as a decimal string (preserves precision for tolerance inference).
|
|
2945
|
+
*/
|
|
2946
|
+
amount: string;
|
|
2947
|
+
/**
|
|
2948
|
+
* Currency code (ISO 4217 or commodity ticker).
|
|
2949
|
+
*/
|
|
2950
|
+
ccy: string;
|
|
2951
|
+
};
|
|
2952
|
+
type ComputeReconciliationDto = {
|
|
2953
|
+
/**
|
|
2954
|
+
* BeanAccount id to reconcile.
|
|
2955
|
+
*/
|
|
2956
|
+
accountId: string;
|
|
2957
|
+
/**
|
|
2958
|
+
* Assertion date (ISO 8601, e.g. "2026-07-24").
|
|
2959
|
+
*/
|
|
2960
|
+
asOfDate: string;
|
|
2961
|
+
/**
|
|
2962
|
+
* Actual balance from the external statement.
|
|
2963
|
+
*/
|
|
2964
|
+
actualBalance: ActualBalanceDto;
|
|
2965
|
+
};
|
|
2966
|
+
type ReconciliationComputeResultDto = {
|
|
2967
|
+
accountId: string;
|
|
2968
|
+
asOfDate: string;
|
|
2969
|
+
/**
|
|
2970
|
+
* System-computed book balance (decimal string).
|
|
2971
|
+
*/
|
|
2972
|
+
bookBalance: string;
|
|
2973
|
+
/**
|
|
2974
|
+
* User-entered actual balance (decimal string).
|
|
2975
|
+
*/
|
|
2976
|
+
actualBalance: string;
|
|
2977
|
+
currency: string;
|
|
2978
|
+
/**
|
|
2979
|
+
* Diff = book − actual (decimal string).
|
|
2980
|
+
*/
|
|
2981
|
+
diff: string;
|
|
2982
|
+
/**
|
|
2983
|
+
* Applied tolerance (decimal string).
|
|
2984
|
+
*/
|
|
2985
|
+
tolerance: string;
|
|
2986
|
+
/**
|
|
2987
|
+
* true when |diff| ≤ tolerance.
|
|
2988
|
+
*/
|
|
2989
|
+
withinTolerance: boolean;
|
|
2990
|
+
/**
|
|
2991
|
+
* Suggested next action: assert when within tolerance, pad otherwise.
|
|
2992
|
+
*/
|
|
2993
|
+
suggestedAction: 'assert' | 'pad';
|
|
2994
|
+
};
|
|
2995
|
+
/**
|
|
2996
|
+
* Suggested next action: assert when within tolerance, pad otherwise.
|
|
2997
|
+
*/
|
|
2998
|
+
type suggestedAction = 'assert' | 'pad';
|
|
2999
|
+
type AssertReconciliationDto = {
|
|
3000
|
+
/**
|
|
3001
|
+
* BeanAccount id to reconcile.
|
|
3002
|
+
*/
|
|
3003
|
+
accountId: string;
|
|
3004
|
+
/**
|
|
3005
|
+
* Assertion date (ISO 8601, e.g. "2026-07-24").
|
|
3006
|
+
*/
|
|
3007
|
+
asOfDate: string;
|
|
3008
|
+
/**
|
|
3009
|
+
* Actual balance from the external statement.
|
|
3010
|
+
*/
|
|
3011
|
+
actualBalance: ActualBalanceDto;
|
|
3012
|
+
/**
|
|
3013
|
+
* Optional explicit tolerance override. Omit to infer from amount precision (Beancount default).
|
|
3014
|
+
*/
|
|
3015
|
+
tolerance?: string;
|
|
3016
|
+
};
|
|
3017
|
+
type ReconciliationRecordDto = {
|
|
3018
|
+
id: string;
|
|
3019
|
+
accountId: string;
|
|
3020
|
+
date: string;
|
|
3021
|
+
/**
|
|
3022
|
+
* Asserted (actual) amount.
|
|
3023
|
+
*/
|
|
3024
|
+
amount: string;
|
|
3025
|
+
currency: string;
|
|
3026
|
+
tolerance?: string;
|
|
3027
|
+
/**
|
|
3028
|
+
* book − actual.
|
|
3029
|
+
*/
|
|
3030
|
+
diffAmount?: string;
|
|
3031
|
+
diffCurrency?: string;
|
|
3032
|
+
createdAt: string;
|
|
3033
|
+
};
|
|
3034
|
+
type PadReconciliationDto = {
|
|
3035
|
+
/**
|
|
3036
|
+
* BeanAccount id to reconcile.
|
|
3037
|
+
*/
|
|
3038
|
+
accountId: string;
|
|
3039
|
+
/**
|
|
3040
|
+
* Assertion date (ISO 8601, e.g. "2026-07-24").
|
|
3041
|
+
*/
|
|
3042
|
+
asOfDate: string;
|
|
3043
|
+
/**
|
|
3044
|
+
* Actual balance from the external statement.
|
|
3045
|
+
*/
|
|
3046
|
+
actualBalance: ActualBalanceDto;
|
|
3047
|
+
/**
|
|
3048
|
+
* Pad source account. Defaults to Equity:Opening-Balances (official Beancount convention).
|
|
3049
|
+
*/
|
|
3050
|
+
sourceAccount?: string;
|
|
3051
|
+
};
|
|
3052
|
+
type PadResultDto = {
|
|
3053
|
+
/**
|
|
3054
|
+
* Created pad adjusting transaction id.
|
|
3055
|
+
*/
|
|
3056
|
+
transactionId: string;
|
|
3057
|
+
};
|
|
3058
|
+
type FileImportDto = {
|
|
3059
|
+
/**
|
|
3060
|
+
* Bill file to import (CSV, PDF, OFX, etc.)
|
|
3061
|
+
*/
|
|
3062
|
+
file: Blob | File;
|
|
3063
|
+
};
|
|
3064
|
+
type ImportErrorDto = {
|
|
3065
|
+
/**
|
|
3066
|
+
* Index of failed transaction in the file
|
|
3067
|
+
*/
|
|
3068
|
+
index: number;
|
|
3069
|
+
/**
|
|
3070
|
+
* Error message
|
|
3071
|
+
*/
|
|
3072
|
+
error: string;
|
|
3073
|
+
};
|
|
3074
|
+
type ReviewItemPreviewDto = {
|
|
3075
|
+
/**
|
|
3076
|
+
* Index in the import batch (for tracking)
|
|
3077
|
+
*/
|
|
3078
|
+
index: number;
|
|
3079
|
+
/**
|
|
3080
|
+
* Transaction date (ISO format)
|
|
3081
|
+
*/
|
|
3082
|
+
date: string;
|
|
3083
|
+
/**
|
|
3084
|
+
* Transaction amount (absolute value)
|
|
3085
|
+
*/
|
|
3086
|
+
amount?: number;
|
|
3087
|
+
/**
|
|
3088
|
+
* Currency code
|
|
3089
|
+
*/
|
|
3090
|
+
currency?: string;
|
|
3091
|
+
/**
|
|
3092
|
+
* Transaction narration/description
|
|
3093
|
+
*/
|
|
3094
|
+
narration: string;
|
|
3095
|
+
/**
|
|
3096
|
+
* Payee name
|
|
3097
|
+
*/
|
|
3098
|
+
payee?: string;
|
|
3099
|
+
/**
|
|
3100
|
+
* Inferred category from rule matching
|
|
3101
|
+
*/
|
|
3102
|
+
category?: string;
|
|
3103
|
+
/**
|
|
3104
|
+
* Confidence score for the match (0-1)
|
|
3105
|
+
*/
|
|
3106
|
+
confidence?: number;
|
|
3107
|
+
/**
|
|
3108
|
+
* Type of branch requiring review
|
|
3109
|
+
*/
|
|
3110
|
+
branchType?: 'DUPLICATE' | 'PAYEE_MATCH' | 'RULE_MATCH' | 'ACCOUNT_VALIDATION' | 'PIPELINE_ERROR';
|
|
3111
|
+
/**
|
|
3112
|
+
* Human-readable reasons for requiring review
|
|
3113
|
+
*/
|
|
3114
|
+
reasons?: Array<string>;
|
|
3115
|
+
};
|
|
3116
|
+
/**
|
|
3117
|
+
* Type of branch requiring review
|
|
3118
|
+
*/
|
|
3119
|
+
type branchType = 'DUPLICATE' | 'PAYEE_MATCH' | 'RULE_MATCH' | 'ACCOUNT_VALIDATION' | 'PIPELINE_ERROR';
|
|
3120
|
+
type ImportResultDto = {
|
|
3121
|
+
/**
|
|
3122
|
+
* Number of successfully imported transactions
|
|
3123
|
+
*/
|
|
3124
|
+
imported: number;
|
|
2681
3125
|
/**
|
|
2682
3126
|
* Number of failed transactions
|
|
2683
3127
|
*/
|
|
@@ -2855,70 +3299,6 @@ type UpdateImporterConfigDto = {
|
|
|
2855
3299
|
*/
|
|
2856
3300
|
data?: UpdateConfigDataDto;
|
|
2857
3301
|
};
|
|
2858
|
-
type CreatePlatformDto = {
|
|
2859
|
-
/**
|
|
2860
|
-
* Platform name
|
|
2861
|
-
*/
|
|
2862
|
-
name: string;
|
|
2863
|
-
/**
|
|
2864
|
-
* Platform canonical identifier (lowercase, kebab-case)
|
|
2865
|
-
*/
|
|
2866
|
-
canonical: string;
|
|
2867
|
-
/**
|
|
2868
|
-
* Platform aliases (multi-language names for lookup)
|
|
2869
|
-
*/
|
|
2870
|
-
aliases: Array<string>;
|
|
2871
|
-
/**
|
|
2872
|
-
* Platform URL
|
|
2873
|
-
*/
|
|
2874
|
-
url: string;
|
|
2875
|
-
/**
|
|
2876
|
-
* Platform type
|
|
2877
|
-
*/
|
|
2878
|
-
type: 'BANK' | 'BROKERAGE' | 'CRYPTO_EXCHANGE' | 'PAYMENT' | 'INVESTMENT' | 'INSURANCE' | 'OTHER';
|
|
2879
|
-
/**
|
|
2880
|
-
* Platform logo URL
|
|
2881
|
-
*/
|
|
2882
|
-
logoUrl?: string;
|
|
2883
|
-
/**
|
|
2884
|
-
* Whether the platform is active
|
|
2885
|
-
*/
|
|
2886
|
-
isActive?: boolean;
|
|
2887
|
-
};
|
|
2888
|
-
/**
|
|
2889
|
-
* Platform type
|
|
2890
|
-
*/
|
|
2891
|
-
type type3 = 'BANK' | 'BROKERAGE' | 'CRYPTO_EXCHANGE' | 'PAYMENT' | 'INVESTMENT' | 'INSURANCE' | 'OTHER';
|
|
2892
|
-
type UpdatePlatformDto = {
|
|
2893
|
-
/**
|
|
2894
|
-
* Platform name
|
|
2895
|
-
*/
|
|
2896
|
-
name?: string;
|
|
2897
|
-
/**
|
|
2898
|
-
* Platform canonical identifier (lowercase, kebab-case)
|
|
2899
|
-
*/
|
|
2900
|
-
canonical?: string;
|
|
2901
|
-
/**
|
|
2902
|
-
* Platform aliases (multi-language names for lookup)
|
|
2903
|
-
*/
|
|
2904
|
-
aliases?: Array<string>;
|
|
2905
|
-
/**
|
|
2906
|
-
* Platform URL
|
|
2907
|
-
*/
|
|
2908
|
-
url?: string;
|
|
2909
|
-
/**
|
|
2910
|
-
* Platform type
|
|
2911
|
-
*/
|
|
2912
|
-
type?: 'BANK' | 'BROKERAGE' | 'CRYPTO_EXCHANGE' | 'PAYMENT' | 'INVESTMENT' | 'INSURANCE' | 'OTHER';
|
|
2913
|
-
/**
|
|
2914
|
-
* Platform logo URL
|
|
2915
|
-
*/
|
|
2916
|
-
logoUrl?: string;
|
|
2917
|
-
/**
|
|
2918
|
-
* Whether the platform is active
|
|
2919
|
-
*/
|
|
2920
|
-
isActive?: boolean;
|
|
2921
|
-
};
|
|
2922
3302
|
type ProviderSyncConfigDto = {
|
|
2923
3303
|
/**
|
|
2924
3304
|
* Source account for the first posting
|
|
@@ -2940,6 +3320,10 @@ type ProviderSyncConfigDto = {
|
|
|
2940
3320
|
* Filter pending transactions
|
|
2941
3321
|
*/
|
|
2942
3322
|
filterPending?: boolean;
|
|
3323
|
+
/**
|
|
3324
|
+
* External account ID for per-batch providers (e.g. GoCardless). Overrides sourceAccount when an ExternalAccountLink mapping exists.
|
|
3325
|
+
*/
|
|
3326
|
+
externalAccountId?: string;
|
|
2943
3327
|
};
|
|
2944
3328
|
type ProviderSyncDto = {
|
|
2945
3329
|
/**
|
|
@@ -2991,7 +3375,43 @@ type SupportedProvidersResponseDto = {
|
|
|
2991
3375
|
*/
|
|
2992
3376
|
providers: Array<string>;
|
|
2993
3377
|
};
|
|
3378
|
+
type CreateExternalAccountLinkDto = {
|
|
3379
|
+
/**
|
|
3380
|
+
* Open Banking provider (whitelist)
|
|
3381
|
+
*/
|
|
3382
|
+
provider: 'plaid' | 'teller' | 'truelayer' | 'gocardless' | 'simplefin' | 'yodlee' | 'beancount-direct' | 'parsed-bill';
|
|
3383
|
+
/**
|
|
3384
|
+
* External account ID from the provider
|
|
3385
|
+
*/
|
|
3386
|
+
externalAccountId: string;
|
|
3387
|
+
/**
|
|
3388
|
+
* Target BeanAccount ID (must belong to the JWT user)
|
|
3389
|
+
*/
|
|
3390
|
+
beanAccountId: string;
|
|
3391
|
+
};
|
|
3392
|
+
/**
|
|
3393
|
+
* Open Banking provider (whitelist)
|
|
3394
|
+
*/
|
|
3395
|
+
type provider = 'plaid' | 'teller' | 'truelayer' | 'gocardless' | 'simplefin' | 'yodlee' | 'beancount-direct' | 'parsed-bill';
|
|
3396
|
+
type ExternalAccountLinkResponseDto = {
|
|
3397
|
+
id: string;
|
|
3398
|
+
provider: string;
|
|
3399
|
+
externalAccountId: string;
|
|
3400
|
+
beanAccountId: string;
|
|
3401
|
+
isActive: boolean;
|
|
3402
|
+
createdAt: string;
|
|
3403
|
+
updatedAt: string;
|
|
3404
|
+
};
|
|
3405
|
+
type ExternalAccountLinkListResponseDto = {
|
|
3406
|
+
items: Array<ExternalAccountLinkResponseDto>;
|
|
3407
|
+
total: number;
|
|
3408
|
+
/**
|
|
3409
|
+
* Filter by provider (query param)
|
|
3410
|
+
*/
|
|
3411
|
+
provider?: string;
|
|
3412
|
+
};
|
|
2994
3413
|
type ParserTelemetryReportDto = unknown;
|
|
3414
|
+
type UncoveredFormatMissDto = unknown;
|
|
2995
3415
|
type ProcessNlpDto = {
|
|
2996
3416
|
/**
|
|
2997
3417
|
* Natural language text describing a transaction (Chinese)
|
|
@@ -3525,15 +3945,69 @@ type liabilitySubType = 'borrow' | 'repay';
|
|
|
3525
3945
|
* Equity sub-type (only present when intent is "equity"). opening: account opening balance (Equity → Assets), adjustment: balance correction.
|
|
3526
3946
|
*/
|
|
3527
3947
|
type equitySubType = 'opening' | 'adjustment';
|
|
3528
|
-
type
|
|
3948
|
+
type CreatePlatformDto = {
|
|
3529
3949
|
/**
|
|
3530
|
-
*
|
|
3950
|
+
* Platform name
|
|
3531
3951
|
*/
|
|
3532
|
-
|
|
3952
|
+
name: string;
|
|
3533
3953
|
/**
|
|
3534
|
-
*
|
|
3954
|
+
* Platform canonical identifier (lowercase, kebab-case)
|
|
3535
3955
|
*/
|
|
3536
|
-
|
|
3956
|
+
canonical: string;
|
|
3957
|
+
/**
|
|
3958
|
+
* Platform aliases (multi-language names for lookup)
|
|
3959
|
+
*/
|
|
3960
|
+
aliases: Array<string>;
|
|
3961
|
+
/**
|
|
3962
|
+
* Platform URL
|
|
3963
|
+
*/
|
|
3964
|
+
url: string;
|
|
3965
|
+
/**
|
|
3966
|
+
* Platform type
|
|
3967
|
+
*/
|
|
3968
|
+
type: 'BANK' | 'BROKERAGE' | 'CRYPTO_EXCHANGE' | 'PAYMENT' | 'INVESTMENT' | 'INSURANCE' | 'OTHER';
|
|
3969
|
+
/**
|
|
3970
|
+
* Platform logo URL
|
|
3971
|
+
*/
|
|
3972
|
+
logoUrl?: string;
|
|
3973
|
+
/**
|
|
3974
|
+
* Whether the platform is active
|
|
3975
|
+
*/
|
|
3976
|
+
isActive?: boolean;
|
|
3977
|
+
};
|
|
3978
|
+
/**
|
|
3979
|
+
* Platform type
|
|
3980
|
+
*/
|
|
3981
|
+
type type3 = 'BANK' | 'BROKERAGE' | 'CRYPTO_EXCHANGE' | 'PAYMENT' | 'INVESTMENT' | 'INSURANCE' | 'OTHER';
|
|
3982
|
+
type UpdatePlatformDto = {
|
|
3983
|
+
/**
|
|
3984
|
+
* Platform name
|
|
3985
|
+
*/
|
|
3986
|
+
name?: string;
|
|
3987
|
+
/**
|
|
3988
|
+
* Platform canonical identifier (lowercase, kebab-case)
|
|
3989
|
+
*/
|
|
3990
|
+
canonical?: string;
|
|
3991
|
+
/**
|
|
3992
|
+
* Platform aliases (multi-language names for lookup)
|
|
3993
|
+
*/
|
|
3994
|
+
aliases?: Array<string>;
|
|
3995
|
+
/**
|
|
3996
|
+
* Platform URL
|
|
3997
|
+
*/
|
|
3998
|
+
url?: string;
|
|
3999
|
+
/**
|
|
4000
|
+
* Platform type
|
|
4001
|
+
*/
|
|
4002
|
+
type?: 'BANK' | 'BROKERAGE' | 'CRYPTO_EXCHANGE' | 'PAYMENT' | 'INVESTMENT' | 'INSURANCE' | 'OTHER';
|
|
4003
|
+
/**
|
|
4004
|
+
* Platform logo URL
|
|
4005
|
+
*/
|
|
4006
|
+
logoUrl?: string;
|
|
4007
|
+
/**
|
|
4008
|
+
* Whether the platform is active
|
|
4009
|
+
*/
|
|
4010
|
+
isActive?: boolean;
|
|
3537
4011
|
};
|
|
3538
4012
|
type NetWorthByCurrencyDto = {
|
|
3539
4013
|
/**
|
|
@@ -3573,20 +4047,6 @@ type ConvertedNetWorthDto = {
|
|
|
3573
4047
|
[key: string]: unknown;
|
|
3574
4048
|
};
|
|
3575
4049
|
};
|
|
3576
|
-
type ExchangeRateWarningDto = {
|
|
3577
|
-
/**
|
|
3578
|
-
* Warning type
|
|
3579
|
-
*/
|
|
3580
|
-
type: string;
|
|
3581
|
-
/**
|
|
3582
|
-
* Currency without exchange rate
|
|
3583
|
-
*/
|
|
3584
|
-
currency: string;
|
|
3585
|
-
/**
|
|
3586
|
-
* Total amount affected
|
|
3587
|
-
*/
|
|
3588
|
-
totalAmount: string;
|
|
3589
|
-
};
|
|
3590
4050
|
type NetWorthResponseDto = {
|
|
3591
4051
|
/**
|
|
3592
4052
|
* Total net worth (assets - liabilities, converted to base currency)
|
|
@@ -3650,6 +4110,10 @@ type AccountItemDto = {
|
|
|
3650
4110
|
* Currency code
|
|
3651
4111
|
*/
|
|
3652
4112
|
currency: string;
|
|
4113
|
+
/**
|
|
4114
|
+
* FX-converted balance in base currency; omitted when not convertible
|
|
4115
|
+
*/
|
|
4116
|
+
convertedBalance?: string;
|
|
3653
4117
|
};
|
|
3654
4118
|
type PlatformGroupDto = {
|
|
3655
4119
|
/**
|
|
@@ -3665,9 +4129,39 @@ type PlatformGroupDto = {
|
|
|
3665
4129
|
*/
|
|
3666
4130
|
accounts: Array<AccountItemDto>;
|
|
3667
4131
|
/**
|
|
3668
|
-
*
|
|
4132
|
+
* FX-converted total balance in base currency
|
|
3669
4133
|
*/
|
|
3670
4134
|
totalBalance: string;
|
|
4135
|
+
/**
|
|
4136
|
+
* Raw (unconverted) balances grouped by currency
|
|
4137
|
+
*/
|
|
4138
|
+
balanceByCurrency: Array<BalanceByCurrencyDto>;
|
|
4139
|
+
/**
|
|
4140
|
+
* Converted balance in base currency (omitted when no currency is convertible)
|
|
4141
|
+
*/
|
|
4142
|
+
convertedBalance?: string;
|
|
4143
|
+
/**
|
|
4144
|
+
* Share of the grand converted total (0-100); 0 when grand total is 0
|
|
4145
|
+
*/
|
|
4146
|
+
sharePct: number;
|
|
4147
|
+
};
|
|
4148
|
+
type AccountExchangeRateWarningDto = {
|
|
4149
|
+
/**
|
|
4150
|
+
* Warning type
|
|
4151
|
+
*/
|
|
4152
|
+
type: string;
|
|
4153
|
+
/**
|
|
4154
|
+
* Currency without exchange rate
|
|
4155
|
+
*/
|
|
4156
|
+
currency: string;
|
|
4157
|
+
/**
|
|
4158
|
+
* Affected account paths
|
|
4159
|
+
*/
|
|
4160
|
+
accounts: Array<string>;
|
|
4161
|
+
/**
|
|
4162
|
+
* Total amount in this currency
|
|
4163
|
+
*/
|
|
4164
|
+
totalAmount: string;
|
|
3671
4165
|
};
|
|
3672
4166
|
type AccountsSummaryDto = {
|
|
3673
4167
|
/**
|
|
@@ -3678,6 +4172,14 @@ type AccountsSummaryDto = {
|
|
|
3678
4172
|
* Total number of platforms
|
|
3679
4173
|
*/
|
|
3680
4174
|
totalPlatforms: number;
|
|
4175
|
+
/**
|
|
4176
|
+
* Base currency for conversion
|
|
4177
|
+
*/
|
|
4178
|
+
baseCurrency: string;
|
|
4179
|
+
/**
|
|
4180
|
+
* Per-account exchange rate warnings
|
|
4181
|
+
*/
|
|
4182
|
+
warnings?: Array<AccountExchangeRateWarningDto>;
|
|
3681
4183
|
};
|
|
3682
4184
|
type AccountsResponseDto = {
|
|
3683
4185
|
/**
|
|
@@ -3710,6 +4212,10 @@ type AccountItemWithAssetClassDto = {
|
|
|
3710
4212
|
* Currency code
|
|
3711
4213
|
*/
|
|
3712
4214
|
currency: string;
|
|
4215
|
+
/**
|
|
4216
|
+
* FX-converted balance in base currency; omitted when not convertible
|
|
4217
|
+
*/
|
|
4218
|
+
convertedBalance?: string;
|
|
3713
4219
|
/**
|
|
3714
4220
|
* Asset class
|
|
3715
4221
|
*/
|
|
@@ -3726,7 +4232,15 @@ type AccountItemWithAssetClassDto = {
|
|
|
3726
4232
|
* Risk level
|
|
3727
4233
|
*/
|
|
3728
4234
|
riskLevel?: string;
|
|
4235
|
+
/**
|
|
4236
|
+
* ADR-0105 classification provenance (holding level always; account level only on FALLBACK)
|
|
4237
|
+
*/
|
|
4238
|
+
source?: 'USER_META' | 'FIAT_CURRENCY' | 'OPENBB_MAPPING' | 'FALLBACK';
|
|
3729
4239
|
};
|
|
4240
|
+
/**
|
|
4241
|
+
* ADR-0105 classification provenance (holding level always; account level only on FALLBACK)
|
|
4242
|
+
*/
|
|
4243
|
+
type source2 = 'USER_META' | 'FIAT_CURRENCY' | 'OPENBB_MAPPING' | 'FALLBACK';
|
|
3730
4244
|
type AssetClassGroupDto = {
|
|
3731
4245
|
/**
|
|
3732
4246
|
* Asset class name
|
|
@@ -3753,24 +4267,6 @@ type AssetClassGroupDto = {
|
|
|
3753
4267
|
* Asset class name
|
|
3754
4268
|
*/
|
|
3755
4269
|
type assetClass = 'LIQUIDITY' | 'EQUITY' | 'FIXED_INCOME' | 'PRECIOUS_METALS' | 'COMMODITY' | 'INSURANCE' | 'ALTERNATIVE_INVESTMENT' | 'PERSONAL_ASSETS' | 'LIABILITY' | 'REAL_ESTATE' | 'INDEX';
|
|
3756
|
-
type AccountExchangeRateWarningDto = {
|
|
3757
|
-
/**
|
|
3758
|
-
* Warning type
|
|
3759
|
-
*/
|
|
3760
|
-
type: string;
|
|
3761
|
-
/**
|
|
3762
|
-
* Currency without exchange rate
|
|
3763
|
-
*/
|
|
3764
|
-
currency: string;
|
|
3765
|
-
/**
|
|
3766
|
-
* Affected account paths
|
|
3767
|
-
*/
|
|
3768
|
-
accounts: Array<string>;
|
|
3769
|
-
/**
|
|
3770
|
-
* Total amount in this currency
|
|
3771
|
-
*/
|
|
3772
|
-
totalAmount: string;
|
|
3773
|
-
};
|
|
3774
4270
|
type AssetClassSummaryDto = {
|
|
3775
4271
|
/**
|
|
3776
4272
|
* Total number of accounts
|
|
@@ -3788,6 +4284,12 @@ type AssetClassSummaryDto = {
|
|
|
3788
4284
|
* Exchange rate warnings
|
|
3789
4285
|
*/
|
|
3790
4286
|
warnings?: Array<AccountExchangeRateWarningDto>;
|
|
4287
|
+
/**
|
|
4288
|
+
* 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.
|
|
4289
|
+
*/
|
|
4290
|
+
fallback?: {
|
|
4291
|
+
[key: string]: unknown;
|
|
4292
|
+
};
|
|
3791
4293
|
};
|
|
3792
4294
|
type AssetClassAccountsResponseDto = {
|
|
3793
4295
|
/**
|
|
@@ -3798,6 +4300,54 @@ type AssetClassAccountsResponseDto = {
|
|
|
3798
4300
|
* Summary statistics
|
|
3799
4301
|
*/
|
|
3800
4302
|
summary: AssetClassSummaryDto;
|
|
4303
|
+
/**
|
|
4304
|
+
* ADR-0105 §6 holding-level grey-area bucket (source=FALLBACK holdings peeled out of groups). Present only for groupBy=holdingAssetClass when FALLBACK holdings exist.
|
|
4305
|
+
*/
|
|
4306
|
+
uncategorized?: AssetClassGroupDto;
|
|
4307
|
+
};
|
|
4308
|
+
type HoldingAssetClassAccountSliceDto = {
|
|
4309
|
+
/**
|
|
4310
|
+
* Account ID
|
|
4311
|
+
*/
|
|
4312
|
+
accountId: string;
|
|
4313
|
+
/**
|
|
4314
|
+
* Full account path
|
|
4315
|
+
*/
|
|
4316
|
+
accountPath: string;
|
|
4317
|
+
/**
|
|
4318
|
+
* Currency of the holding with the largest converted base value; undefined when no holding is convertible
|
|
4319
|
+
*/
|
|
4320
|
+
accountCurrency?: string;
|
|
4321
|
+
/**
|
|
4322
|
+
* Account's market value in base currency (Σ converted holdings; grey bucket included)
|
|
4323
|
+
*/
|
|
4324
|
+
marketValueBase: string;
|
|
4325
|
+
/**
|
|
4326
|
+
* Share of the global total (0-100). 0 when globalTotal is zero (no NaN/Infinity).
|
|
4327
|
+
*/
|
|
4328
|
+
shareOfTotalPct: number;
|
|
4329
|
+
/**
|
|
4330
|
+
* Per-account asset-class breakdown
|
|
4331
|
+
*/
|
|
4332
|
+
groups: Array<AssetClassGroupDto>;
|
|
4333
|
+
/**
|
|
4334
|
+
* Per-account grey bucket (source=FALLBACK holdings, incl. broker cash)
|
|
4335
|
+
*/
|
|
4336
|
+
uncategorized?: AssetClassGroupDto;
|
|
4337
|
+
/**
|
|
4338
|
+
* Every holding row for this account (account ID in each row’s `id` field)
|
|
4339
|
+
*/
|
|
4340
|
+
holdings: Array<AccountItemWithAssetClassDto>;
|
|
4341
|
+
};
|
|
4342
|
+
type HoldingAssetClassCrossAccountResponseDto = {
|
|
4343
|
+
/**
|
|
4344
|
+
* Merged cross-account holding aggregation
|
|
4345
|
+
*/
|
|
4346
|
+
global: AssetClassAccountsResponseDto;
|
|
4347
|
+
/**
|
|
4348
|
+
* Per-account slices
|
|
4349
|
+
*/
|
|
4350
|
+
byAccount: Array<HoldingAssetClassAccountSliceDto>;
|
|
3801
4351
|
};
|
|
3802
4352
|
type CashFlowByCurrencyDto = {
|
|
3803
4353
|
/**
|
|
@@ -3875,6 +4425,231 @@ type CashFlowResponseDto = {
|
|
|
3875
4425
|
*/
|
|
3876
4426
|
warnings?: Array<ExchangeRateWarningDto>;
|
|
3877
4427
|
};
|
|
4428
|
+
type CategoryGroupDto = {
|
|
4429
|
+
/**
|
|
4430
|
+
* Functional category (account-path Group segment); regional and universal account paths merge under it
|
|
4431
|
+
*/
|
|
4432
|
+
category: string;
|
|
4433
|
+
/**
|
|
4434
|
+
* Converted total for this category in base currency (expense amount when flow=expense, income amount when flow=income)
|
|
4435
|
+
*/
|
|
4436
|
+
totalExpense: string;
|
|
4437
|
+
/**
|
|
4438
|
+
* Share of grand total (0-100); 0 when grand total is 0
|
|
4439
|
+
*/
|
|
4440
|
+
sharePct: number;
|
|
4441
|
+
/**
|
|
4442
|
+
* Raw (unconverted) expense per currency
|
|
4443
|
+
*/
|
|
4444
|
+
balanceByCurrency: Array<BalanceByCurrencyDto>;
|
|
4445
|
+
/**
|
|
4446
|
+
* Converted total in base currency (omitted when FX missing for all currencies in this category)
|
|
4447
|
+
*/
|
|
4448
|
+
convertedBalance?: string;
|
|
4449
|
+
};
|
|
4450
|
+
type ExpensesByCategorySummaryDto = {
|
|
4451
|
+
/**
|
|
4452
|
+
* Total across all categories, converted (convertible categories only); expense totals when flow=expense, income totals when flow=income
|
|
4453
|
+
*/
|
|
4454
|
+
totalExpense: string;
|
|
4455
|
+
/**
|
|
4456
|
+
* Number of categories
|
|
4457
|
+
*/
|
|
4458
|
+
categoryCount: number;
|
|
4459
|
+
};
|
|
4460
|
+
type ExpensesByCategoryResponseDto = {
|
|
4461
|
+
/**
|
|
4462
|
+
* Period requested
|
|
4463
|
+
*/
|
|
4464
|
+
period: string;
|
|
4465
|
+
/**
|
|
4466
|
+
* Base currency for converted values
|
|
4467
|
+
*/
|
|
4468
|
+
baseCurrency: string;
|
|
4469
|
+
/**
|
|
4470
|
+
* Expense groups by functional category, sorted by converted total desc
|
|
4471
|
+
*/
|
|
4472
|
+
groups: Array<CategoryGroupDto>;
|
|
4473
|
+
/**
|
|
4474
|
+
* Summary statistics
|
|
4475
|
+
*/
|
|
4476
|
+
summary: ExpensesByCategorySummaryDto;
|
|
4477
|
+
/**
|
|
4478
|
+
* Exchange rate warnings (e.g. missing rate for a currency)
|
|
4479
|
+
*/
|
|
4480
|
+
warnings?: Array<ExchangeRateWarningDto>;
|
|
4481
|
+
};
|
|
4482
|
+
type MonetaryDto = {
|
|
4483
|
+
/**
|
|
4484
|
+
* Amount (Decimal string)
|
|
4485
|
+
*/
|
|
4486
|
+
amount: string;
|
|
4487
|
+
/**
|
|
4488
|
+
* ISO 4217 currency
|
|
4489
|
+
*/
|
|
4490
|
+
currency: string;
|
|
4491
|
+
/**
|
|
4492
|
+
* Converted to user base currency (Decimal string)
|
|
4493
|
+
*/
|
|
4494
|
+
baseCcyEquivalent?: {
|
|
4495
|
+
[key: string]: unknown;
|
|
4496
|
+
} | null;
|
|
4497
|
+
};
|
|
4498
|
+
type CurrentPriceDto = {
|
|
4499
|
+
/**
|
|
4500
|
+
* Price amount (Decimal string)
|
|
4501
|
+
*/
|
|
4502
|
+
amount: string;
|
|
4503
|
+
/**
|
|
4504
|
+
* Price currency (ISO 4217)
|
|
4505
|
+
*/
|
|
4506
|
+
currency: string;
|
|
4507
|
+
/**
|
|
4508
|
+
* Price date (ISO 8601)
|
|
4509
|
+
*/
|
|
4510
|
+
date: string;
|
|
4511
|
+
/**
|
|
4512
|
+
* Price source
|
|
4513
|
+
*/
|
|
4514
|
+
source: 'USER_OVERRIDE' | 'OPENBB_EQUITY' | 'OPENBB_CURRENCY';
|
|
4515
|
+
};
|
|
4516
|
+
/**
|
|
4517
|
+
* Price source
|
|
4518
|
+
*/
|
|
4519
|
+
type source3 = 'USER_OVERRIDE' | 'OPENBB_EQUITY' | 'OPENBB_CURRENCY';
|
|
4520
|
+
type FxRateDto = {
|
|
4521
|
+
from: string;
|
|
4522
|
+
to: string;
|
|
4523
|
+
/**
|
|
4524
|
+
* FX rate (Decimal string)
|
|
4525
|
+
*/
|
|
4526
|
+
rate: string;
|
|
4527
|
+
/**
|
|
4528
|
+
* Rate date (ISO 8601)
|
|
4529
|
+
*/
|
|
4530
|
+
date: string;
|
|
4531
|
+
};
|
|
4532
|
+
type HoldingPnlRowDto = {
|
|
4533
|
+
/**
|
|
4534
|
+
* Account UUID
|
|
4535
|
+
*/
|
|
4536
|
+
accountId: string;
|
|
4537
|
+
/**
|
|
4538
|
+
* Full account path
|
|
4539
|
+
*/
|
|
4540
|
+
accountPath: string;
|
|
4541
|
+
/**
|
|
4542
|
+
* Account settlement currency (ISO 4217), from cost currency
|
|
4543
|
+
*/
|
|
4544
|
+
accountCcy?: {
|
|
4545
|
+
[key: string]: unknown;
|
|
4546
|
+
} | null;
|
|
4547
|
+
/**
|
|
4548
|
+
* Broker type derived from Platform.type
|
|
4549
|
+
*/
|
|
4550
|
+
brokerType?: {
|
|
4551
|
+
[key: string]: unknown;
|
|
4552
|
+
} | null;
|
|
4553
|
+
/**
|
|
4554
|
+
* Commodity symbol
|
|
4555
|
+
*/
|
|
4556
|
+
symbol: string;
|
|
4557
|
+
/**
|
|
4558
|
+
* Chart segment token (libs/common resolver)
|
|
4559
|
+
*/
|
|
4560
|
+
chartToken: 'equity' | 'fund' | 'bond' | 'cash' | 'other';
|
|
4561
|
+
assetClass: string;
|
|
4562
|
+
assetSubClass?: {
|
|
4563
|
+
[key: string]: unknown;
|
|
4564
|
+
} | null;
|
|
4565
|
+
/**
|
|
4566
|
+
* Net held units (Decimal string)
|
|
4567
|
+
*/
|
|
4568
|
+
units: string;
|
|
4569
|
+
/**
|
|
4570
|
+
* Average cost per unit; null when cost currency conflicts or no cost
|
|
4571
|
+
*/
|
|
4572
|
+
averageCostPerUnit?: MonetaryDto | null;
|
|
4573
|
+
/**
|
|
4574
|
+
* Cost basis of held units
|
|
4575
|
+
*/
|
|
4576
|
+
costBasis?: MonetaryDto | null;
|
|
4577
|
+
/**
|
|
4578
|
+
* Market value at asOf price
|
|
4579
|
+
*/
|
|
4580
|
+
marketValue?: MonetaryDto | null;
|
|
4581
|
+
/**
|
|
4582
|
+
* Price used for market value
|
|
4583
|
+
*/
|
|
4584
|
+
currentPrice?: CurrentPriceDto | null;
|
|
4585
|
+
/**
|
|
4586
|
+
* Unrealized P&L in base currency (Decimal string); null when any FX/price missing
|
|
4587
|
+
*/
|
|
4588
|
+
unrealizedPnlBase?: {
|
|
4589
|
+
[key: string]: unknown;
|
|
4590
|
+
} | null;
|
|
4591
|
+
/**
|
|
4592
|
+
* Unrealized P&L % (Decimal string)
|
|
4593
|
+
*/
|
|
4594
|
+
unrealizedPnlPct?: {
|
|
4595
|
+
[key: string]: unknown;
|
|
4596
|
+
} | null;
|
|
4597
|
+
/**
|
|
4598
|
+
* Historical FX rate applied to cost basis
|
|
4599
|
+
*/
|
|
4600
|
+
costFxRate?: FxRateDto | null;
|
|
4601
|
+
/**
|
|
4602
|
+
* FX rate applied to market value
|
|
4603
|
+
*/
|
|
4604
|
+
marketFxRate?: FxRateDto | null;
|
|
4605
|
+
/**
|
|
4606
|
+
* Share of invested assets % (Decimal string); only for invested chartTokens
|
|
4607
|
+
*/
|
|
4608
|
+
pctOfInvestedAssets?: {
|
|
4609
|
+
[key: string]: unknown;
|
|
4610
|
+
} | null;
|
|
4611
|
+
/**
|
|
4612
|
+
* 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
|
|
4613
|
+
*/
|
|
4614
|
+
realizedPnl?: MonetaryDto | null;
|
|
4615
|
+
};
|
|
4616
|
+
/**
|
|
4617
|
+
* Chart segment token (libs/common resolver)
|
|
4618
|
+
*/
|
|
4619
|
+
type chartToken = 'equity' | 'fund' | 'bond' | 'cash' | 'other';
|
|
4620
|
+
type HoldingPnlWarningDto = {
|
|
4621
|
+
/**
|
|
4622
|
+
* Warning type
|
|
4623
|
+
*/
|
|
4624
|
+
type: 'MISSING_COST_FX_RATE' | 'MISSING_MARKET_FX_RATE' | 'MISSING_SALE_PRICE' | 'MISSING_REALIZED_FX_RATE' | 'OVERSOLD_LOTS' | 'NO_PRICE' | 'MIXED_COST_CURRENCY';
|
|
4625
|
+
symbol?: {
|
|
4626
|
+
[key: string]: unknown;
|
|
4627
|
+
} | null;
|
|
4628
|
+
accountId?: {
|
|
4629
|
+
[key: string]: unknown;
|
|
4630
|
+
} | null;
|
|
4631
|
+
currency?: {
|
|
4632
|
+
[key: string]: unknown;
|
|
4633
|
+
} | null;
|
|
4634
|
+
};
|
|
4635
|
+
/**
|
|
4636
|
+
* Warning type
|
|
4637
|
+
*/
|
|
4638
|
+
type type4 = 'MISSING_COST_FX_RATE' | 'MISSING_MARKET_FX_RATE' | 'MISSING_SALE_PRICE' | 'MISSING_REALIZED_FX_RATE' | 'OVERSOLD_LOTS' | 'NO_PRICE' | 'MIXED_COST_CURRENCY';
|
|
4639
|
+
type HoldingPnlResponseDto = {
|
|
4640
|
+
asOfDate: string;
|
|
4641
|
+
baseCurrency: string;
|
|
4642
|
+
/**
|
|
4643
|
+
* Realized-P&L lot-matching method (FIFO or average). Unrealized cost basis remains average regardless of this value (#473).
|
|
4644
|
+
*/
|
|
4645
|
+
method: 'average' | 'FIFO';
|
|
4646
|
+
rows: Array<HoldingPnlRowDto>;
|
|
4647
|
+
warnings: Array<HoldingPnlWarningDto>;
|
|
4648
|
+
};
|
|
4649
|
+
/**
|
|
4650
|
+
* Realized-P&L lot-matching method (FIFO or average). Unrealized cost basis remains average regardless of this value (#473).
|
|
4651
|
+
*/
|
|
4652
|
+
type method = 'average' | 'FIFO';
|
|
3878
4653
|
type CurrencyBalanceDto = {
|
|
3879
4654
|
/**
|
|
3880
4655
|
* ISO 4217 currency code
|
|
@@ -3900,6 +4675,14 @@ type TimeSeriesPointDto = {
|
|
|
3900
4675
|
change?: {
|
|
3901
4676
|
[key: string]: unknown;
|
|
3902
4677
|
};
|
|
4678
|
+
/**
|
|
4679
|
+
* Total assets at this date (in base currency)
|
|
4680
|
+
*/
|
|
4681
|
+
assets?: string;
|
|
4682
|
+
/**
|
|
4683
|
+
* Total liabilities at this date (in base currency)
|
|
4684
|
+
*/
|
|
4685
|
+
liabilities?: string;
|
|
3903
4686
|
/**
|
|
3904
4687
|
* Multi-currency breakdown for this point
|
|
3905
4688
|
*/
|
|
@@ -3935,19 +4718,85 @@ type MultiCurrencyPointDto = {
|
|
|
3935
4718
|
};
|
|
3936
4719
|
type PortfolioTrendsResponseDto = {
|
|
3937
4720
|
/**
|
|
3938
|
-
* Time series data points
|
|
4721
|
+
* Time series data points
|
|
4722
|
+
*/
|
|
4723
|
+
series: Array<TimeSeriesPointDto>;
|
|
4724
|
+
/**
|
|
4725
|
+
* Period summary
|
|
4726
|
+
*/
|
|
4727
|
+
summary: TrendSummaryDto;
|
|
4728
|
+
/**
|
|
4729
|
+
* Period requested
|
|
4730
|
+
*/
|
|
4731
|
+
period: string;
|
|
4732
|
+
/**
|
|
4733
|
+
* Data granularity
|
|
4734
|
+
*/
|
|
4735
|
+
granularity: string;
|
|
4736
|
+
/**
|
|
4737
|
+
* Base currency for converted values
|
|
4738
|
+
*/
|
|
4739
|
+
currency: string;
|
|
4740
|
+
/**
|
|
4741
|
+
* Multi-currency time series (each point has currency breakdown)
|
|
4742
|
+
*/
|
|
4743
|
+
byCurrency?: Array<MultiCurrencyPointDto>;
|
|
4744
|
+
/**
|
|
4745
|
+
* Exchange rate warnings
|
|
4746
|
+
*/
|
|
4747
|
+
warnings?: Array<ExchangeRateWarningDto>;
|
|
4748
|
+
};
|
|
4749
|
+
type CashFlowPointDto = {
|
|
4750
|
+
/**
|
|
4751
|
+
* Month key (YYYY-MM)
|
|
4752
|
+
*/
|
|
4753
|
+
month: string;
|
|
4754
|
+
/**
|
|
4755
|
+
* Income in base currency (absolute, converted)
|
|
4756
|
+
*/
|
|
4757
|
+
income: string;
|
|
4758
|
+
/**
|
|
4759
|
+
* Expense in base currency (absolute, converted)
|
|
4760
|
+
*/
|
|
4761
|
+
expense: string;
|
|
4762
|
+
/**
|
|
4763
|
+
* netSavings = income − expense (savings positive)
|
|
4764
|
+
*/
|
|
4765
|
+
netSavings: string;
|
|
4766
|
+
};
|
|
4767
|
+
type CashFlowTrendSummaryDto = {
|
|
4768
|
+
/**
|
|
4769
|
+
* Total income across the period
|
|
4770
|
+
*/
|
|
4771
|
+
totalIncome: string;
|
|
4772
|
+
/**
|
|
4773
|
+
* Total expense across the period
|
|
4774
|
+
*/
|
|
4775
|
+
totalExpense: string;
|
|
4776
|
+
/**
|
|
4777
|
+
* income − expense across the period
|
|
4778
|
+
*/
|
|
4779
|
+
totalNetSavings: string;
|
|
4780
|
+
/**
|
|
4781
|
+
* totalNetSavings divided by the window length (N months, incl. zero-filled)
|
|
4782
|
+
*/
|
|
4783
|
+
averageMonthlyNetSavings: string;
|
|
4784
|
+
};
|
|
4785
|
+
type CashFlowTrendsResponseDto = {
|
|
4786
|
+
/**
|
|
4787
|
+
* Monthly cash-flow series (fixed N-month window, zero-filled)
|
|
3939
4788
|
*/
|
|
3940
|
-
series: Array<
|
|
4789
|
+
series: Array<CashFlowPointDto>;
|
|
3941
4790
|
/**
|
|
3942
|
-
* Period
|
|
4791
|
+
* Period totals
|
|
3943
4792
|
*/
|
|
3944
|
-
summary:
|
|
4793
|
+
summary: CashFlowTrendSummaryDto;
|
|
3945
4794
|
/**
|
|
3946
4795
|
* Period requested
|
|
3947
4796
|
*/
|
|
3948
4797
|
period: string;
|
|
3949
4798
|
/**
|
|
3950
|
-
* Data granularity
|
|
4799
|
+
* Data granularity (v1 returns month buckets)
|
|
3951
4800
|
*/
|
|
3952
4801
|
granularity: string;
|
|
3953
4802
|
/**
|
|
@@ -3955,11 +4804,7 @@ type PortfolioTrendsResponseDto = {
|
|
|
3955
4804
|
*/
|
|
3956
4805
|
currency: string;
|
|
3957
4806
|
/**
|
|
3958
|
-
*
|
|
3959
|
-
*/
|
|
3960
|
-
byCurrency?: Array<MultiCurrencyPointDto>;
|
|
3961
|
-
/**
|
|
3962
|
-
* Exchange rate warnings
|
|
4807
|
+
* Exchange rate warnings (e.g. missing rate for a currency)
|
|
3963
4808
|
*/
|
|
3964
4809
|
warnings?: Array<ExchangeRateWarningDto>;
|
|
3965
4810
|
};
|
|
@@ -3999,7 +4844,7 @@ type AccountControllerFindAllData = {
|
|
|
3999
4844
|
*/
|
|
4000
4845
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
4001
4846
|
/**
|
|
4002
|
-
* Search term for path
|
|
4847
|
+
* Search term for account path
|
|
4003
4848
|
*/
|
|
4004
4849
|
search?: string;
|
|
4005
4850
|
/**
|
|
@@ -4070,6 +4915,18 @@ type AccountControllerReopenData = {
|
|
|
4070
4915
|
requestBody: ReopenAccountDto;
|
|
4071
4916
|
};
|
|
4072
4917
|
type AccountControllerReopenResponse = AccountResponseDto;
|
|
4918
|
+
type AccountControllerAddOpeningBalanceData = {
|
|
4919
|
+
/**
|
|
4920
|
+
* Account UUID
|
|
4921
|
+
*/
|
|
4922
|
+
id: string;
|
|
4923
|
+
/**
|
|
4924
|
+
* Region code for tenant context
|
|
4925
|
+
*/
|
|
4926
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
4927
|
+
requestBody: CreateOpeningBalanceDto;
|
|
4928
|
+
};
|
|
4929
|
+
type AccountControllerAddOpeningBalanceResponse = OpeningBalanceResultDto;
|
|
4073
4930
|
type AccountStandardsControllerGetTemplatesData = {
|
|
4074
4931
|
/**
|
|
4075
4932
|
* Region code (cn, us, de)
|
|
@@ -4119,6 +4976,10 @@ type TransactionControllerListData = {
|
|
|
4119
4976
|
* Filter by account ID (transactions with postings to this account)
|
|
4120
4977
|
*/
|
|
4121
4978
|
accountId?: string;
|
|
4979
|
+
/**
|
|
4980
|
+
* Filter by ADR-0075 functional category (Group segment); matches any posting to an Expenses/Income account whose derived Group segment equals this value
|
|
4981
|
+
*/
|
|
4982
|
+
category?: string;
|
|
4122
4983
|
/**
|
|
4123
4984
|
* Filter by start date (inclusive), format: YYYY-MM-DD
|
|
4124
4985
|
*/
|
|
@@ -4227,7 +5088,7 @@ type TransactionControllerDeleteData = {
|
|
|
4227
5088
|
type TransactionControllerDeleteResponse = void;
|
|
4228
5089
|
type BalanceControllerGetBalanceData = {
|
|
4229
5090
|
/**
|
|
4230
|
-
* Account name (e.g., "Assets:
|
|
5091
|
+
* Account name (e.g., "Assets:Checking")
|
|
4231
5092
|
*/
|
|
4232
5093
|
account: string;
|
|
4233
5094
|
/**
|
|
@@ -4539,6 +5400,91 @@ type CommodityControllerBulkCreateData = {
|
|
|
4539
5400
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
4540
5401
|
};
|
|
4541
5402
|
type CommodityControllerBulkCreateResponse = Array<CommodityResponseDto>;
|
|
5403
|
+
type PriceControllerCreateData = {
|
|
5404
|
+
/**
|
|
5405
|
+
* Region code for tenant context
|
|
5406
|
+
*/
|
|
5407
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5408
|
+
requestBody: CreateBeanPriceDto;
|
|
5409
|
+
};
|
|
5410
|
+
type PriceControllerCreateResponse = PriceResponseDto;
|
|
5411
|
+
type PriceControllerFindAllData = {
|
|
5412
|
+
/**
|
|
5413
|
+
* Filter by currency (e.g., BTC, AAPL, USD)
|
|
5414
|
+
*/
|
|
5415
|
+
currency?: string;
|
|
5416
|
+
/**
|
|
5417
|
+
* Filter prices from this date (ISO 8601 format)
|
|
5418
|
+
*/
|
|
5419
|
+
dateFrom?: string;
|
|
5420
|
+
/**
|
|
5421
|
+
* Filter prices to this date (ISO 8601 format)
|
|
5422
|
+
*/
|
|
5423
|
+
dateTo?: string;
|
|
5424
|
+
/**
|
|
5425
|
+
* Number of items per page (default: 20, max: 100)
|
|
5426
|
+
*/
|
|
5427
|
+
limit?: number;
|
|
5428
|
+
/**
|
|
5429
|
+
* Page number for pagination (default: 1)
|
|
5430
|
+
*/
|
|
5431
|
+
page?: number;
|
|
5432
|
+
/**
|
|
5433
|
+
* Filter by quote currency (pricing currency, e.g., USD, CNY)
|
|
5434
|
+
*/
|
|
5435
|
+
quoteCurrency?: string;
|
|
5436
|
+
/**
|
|
5437
|
+
* Region code for tenant context
|
|
5438
|
+
*/
|
|
5439
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5440
|
+
/**
|
|
5441
|
+
* Search term for currency or quoteCurrency (case-insensitive partial match)
|
|
5442
|
+
*/
|
|
5443
|
+
search?: string;
|
|
5444
|
+
};
|
|
5445
|
+
type PriceControllerFindAllResponse = PriceListResponseDto;
|
|
5446
|
+
type PriceControllerFindOneData = {
|
|
5447
|
+
/**
|
|
5448
|
+
* Price ID
|
|
5449
|
+
*/
|
|
5450
|
+
id: string;
|
|
5451
|
+
/**
|
|
5452
|
+
* Region code for tenant context
|
|
5453
|
+
*/
|
|
5454
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5455
|
+
};
|
|
5456
|
+
type PriceControllerFindOneResponse = PriceResponseDto;
|
|
5457
|
+
type PriceControllerUpdateData = {
|
|
5458
|
+
/**
|
|
5459
|
+
* Price ID
|
|
5460
|
+
*/
|
|
5461
|
+
id: string;
|
|
5462
|
+
/**
|
|
5463
|
+
* Region code for tenant context
|
|
5464
|
+
*/
|
|
5465
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5466
|
+
requestBody: UpdateBeanPriceDto;
|
|
5467
|
+
};
|
|
5468
|
+
type PriceControllerUpdateResponse = PriceResponseDto;
|
|
5469
|
+
type PriceControllerDeleteData = {
|
|
5470
|
+
/**
|
|
5471
|
+
* Price ID
|
|
5472
|
+
*/
|
|
5473
|
+
id: string;
|
|
5474
|
+
/**
|
|
5475
|
+
* Region code for tenant context
|
|
5476
|
+
*/
|
|
5477
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5478
|
+
};
|
|
5479
|
+
type PriceControllerDeleteResponse = void;
|
|
5480
|
+
type PriceControllerBulkCreateData = {
|
|
5481
|
+
/**
|
|
5482
|
+
* Region code for tenant context
|
|
5483
|
+
*/
|
|
5484
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5485
|
+
requestBody: Array<string>;
|
|
5486
|
+
};
|
|
5487
|
+
type PriceControllerBulkCreateResponse = Array<PriceResponseDto>;
|
|
4542
5488
|
type RecurringRuleControllerCreateData = {
|
|
4543
5489
|
/**
|
|
4544
5490
|
* Region code for tenant context
|
|
@@ -4916,6 +5862,135 @@ type PropertyControllerDeleteData = {
|
|
|
4916
5862
|
key: string;
|
|
4917
5863
|
};
|
|
4918
5864
|
type PropertyControllerDeleteResponse = void;
|
|
5865
|
+
type EventControllerCreateData = {
|
|
5866
|
+
/**
|
|
5867
|
+
* Region code for tenant context (decorative for life events)
|
|
5868
|
+
*/
|
|
5869
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5870
|
+
requestBody: CreateBeanEventDto;
|
|
5871
|
+
};
|
|
5872
|
+
type EventControllerCreateResponse = EventResponseDto;
|
|
5873
|
+
type EventControllerFindAllData = {
|
|
5874
|
+
/**
|
|
5875
|
+
* Filter life events from this date (ISO 8601 format)
|
|
5876
|
+
*/
|
|
5877
|
+
from?: string;
|
|
5878
|
+
/**
|
|
5879
|
+
* Number of items per page (default: 20, max: 100)
|
|
5880
|
+
*/
|
|
5881
|
+
limit?: number;
|
|
5882
|
+
/**
|
|
5883
|
+
* Page number for pagination (default: 1)
|
|
5884
|
+
*/
|
|
5885
|
+
page?: number;
|
|
5886
|
+
/**
|
|
5887
|
+
* Search term for description (case-insensitive partial match)
|
|
5888
|
+
*/
|
|
5889
|
+
q?: string;
|
|
5890
|
+
/**
|
|
5891
|
+
* Region code for tenant context (decorative for life events)
|
|
5892
|
+
*/
|
|
5893
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5894
|
+
/**
|
|
5895
|
+
* Filter life events to this date (ISO 8601 format)
|
|
5896
|
+
*/
|
|
5897
|
+
to?: string;
|
|
5898
|
+
/**
|
|
5899
|
+
* Filter by life event type (exact match)
|
|
5900
|
+
*/
|
|
5901
|
+
type?: string;
|
|
5902
|
+
};
|
|
5903
|
+
type EventControllerFindAllResponse = EventListResponseDto;
|
|
5904
|
+
type EventControllerFindOneData = {
|
|
5905
|
+
/**
|
|
5906
|
+
* Life event ID
|
|
5907
|
+
*/
|
|
5908
|
+
id: string;
|
|
5909
|
+
/**
|
|
5910
|
+
* Region code for tenant context (decorative for life events)
|
|
5911
|
+
*/
|
|
5912
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5913
|
+
};
|
|
5914
|
+
type EventControllerFindOneResponse = EventResponseDto;
|
|
5915
|
+
type EventControllerUpdateData = {
|
|
5916
|
+
/**
|
|
5917
|
+
* Life event ID
|
|
5918
|
+
*/
|
|
5919
|
+
id: string;
|
|
5920
|
+
/**
|
|
5921
|
+
* Region code for tenant context (decorative for life events)
|
|
5922
|
+
*/
|
|
5923
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5924
|
+
requestBody: UpdateBeanEventDto;
|
|
5925
|
+
};
|
|
5926
|
+
type EventControllerUpdateResponse = EventResponseDto;
|
|
5927
|
+
type EventControllerDeleteData = {
|
|
5928
|
+
/**
|
|
5929
|
+
* Life event ID
|
|
5930
|
+
*/
|
|
5931
|
+
id: string;
|
|
5932
|
+
/**
|
|
5933
|
+
* Region code for tenant context (decorative for life events)
|
|
5934
|
+
*/
|
|
5935
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5936
|
+
};
|
|
5937
|
+
type EventControllerDeleteResponse = void;
|
|
5938
|
+
type EventControllerGetSliceData = {
|
|
5939
|
+
accountPattern: string;
|
|
5940
|
+
granularity: string;
|
|
5941
|
+
/**
|
|
5942
|
+
* Life event ID
|
|
5943
|
+
*/
|
|
5944
|
+
id: string;
|
|
5945
|
+
/**
|
|
5946
|
+
* Region code for tenant context (decorative for life events)
|
|
5947
|
+
*/
|
|
5948
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5949
|
+
};
|
|
5950
|
+
type EventControllerGetSliceResponse = unknown;
|
|
5951
|
+
type OnboardingControllerBootstrapData = {
|
|
5952
|
+
/**
|
|
5953
|
+
* Region code for tenant context
|
|
5954
|
+
*/
|
|
5955
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5956
|
+
requestBody: OnboardingDto;
|
|
5957
|
+
};
|
|
5958
|
+
type OnboardingControllerBootstrapResponse = unknown;
|
|
5959
|
+
type ReconciliationControllerComputeData = {
|
|
5960
|
+
/**
|
|
5961
|
+
* Region code for tenant context (decorative for reconciliation)
|
|
5962
|
+
*/
|
|
5963
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5964
|
+
requestBody: ComputeReconciliationDto;
|
|
5965
|
+
};
|
|
5966
|
+
type ReconciliationControllerComputeResponse = ReconciliationComputeResultDto;
|
|
5967
|
+
type ReconciliationControllerAssertData = {
|
|
5968
|
+
/**
|
|
5969
|
+
* Region code for tenant context (decorative for reconciliation)
|
|
5970
|
+
*/
|
|
5971
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5972
|
+
requestBody: AssertReconciliationDto;
|
|
5973
|
+
};
|
|
5974
|
+
type ReconciliationControllerAssertResponse = ReconciliationRecordDto;
|
|
5975
|
+
type ReconciliationControllerPadData = {
|
|
5976
|
+
/**
|
|
5977
|
+
* Region code for tenant context (decorative for reconciliation)
|
|
5978
|
+
*/
|
|
5979
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5980
|
+
requestBody: PadReconciliationDto;
|
|
5981
|
+
};
|
|
5982
|
+
type ReconciliationControllerPadResponse = PadResultDto;
|
|
5983
|
+
type ReconciliationControllerHistoryData = {
|
|
5984
|
+
/**
|
|
5985
|
+
* BeanAccount id
|
|
5986
|
+
*/
|
|
5987
|
+
accountId: string;
|
|
5988
|
+
/**
|
|
5989
|
+
* Region code for tenant context (decorative for reconciliation)
|
|
5990
|
+
*/
|
|
5991
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5992
|
+
};
|
|
5993
|
+
type ReconciliationControllerHistoryResponse = Array<ReconciliationRecordDto>;
|
|
4919
5994
|
type ExportControllerExportBeancountResponse = unknown;
|
|
4920
5995
|
type FileImportControllerImportFileData = {
|
|
4921
5996
|
/**
|
|
@@ -4995,47 +6070,15 @@ type ImporterConfigControllerResetConfigData = {
|
|
|
4995
6070
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
4996
6071
|
};
|
|
4997
6072
|
type ImporterConfigControllerResetConfigResponse = ImporterConfigDto;
|
|
4998
|
-
type PlatformControllerFindAllResponse = unknown;
|
|
4999
|
-
type PlatformControllerCreateData = {
|
|
5000
|
-
requestBody: CreatePlatformDto;
|
|
5001
|
-
};
|
|
5002
|
-
type PlatformControllerCreateResponse = unknown;
|
|
5003
|
-
type PlatformControllerGetPlatformListResponse = unknown;
|
|
5004
|
-
type PlatformControllerMatchPlatformsData = {
|
|
5005
|
-
/**
|
|
5006
|
-
* Search query — Chinese name, English name, or abbreviation
|
|
5007
|
-
*/
|
|
5008
|
-
q: string;
|
|
5009
|
-
/**
|
|
5010
|
-
* Region code for category override lookup
|
|
5011
|
-
*/
|
|
5012
|
-
region?: string;
|
|
5013
|
-
};
|
|
5014
|
-
type PlatformControllerMatchPlatformsResponse = unknown;
|
|
5015
|
-
type PlatformControllerUpdateData = {
|
|
5016
|
-
/**
|
|
5017
|
-
* Platform ID
|
|
5018
|
-
*/
|
|
5019
|
-
id: string;
|
|
5020
|
-
requestBody: UpdatePlatformDto;
|
|
5021
|
-
};
|
|
5022
|
-
type PlatformControllerUpdateResponse = unknown;
|
|
5023
|
-
type PlatformControllerDeleteData = {
|
|
5024
|
-
/**
|
|
5025
|
-
* Platform ID
|
|
5026
|
-
*/
|
|
5027
|
-
id: string;
|
|
5028
|
-
};
|
|
5029
|
-
type PlatformControllerDeleteResponse = void;
|
|
5030
6073
|
type ProviderSyncControllerSyncData = {
|
|
5031
6074
|
/**
|
|
5032
6075
|
* Provider name
|
|
5033
6076
|
*/
|
|
5034
6077
|
providerName: 'plaid' | 'teller' | 'truelayer' | 'gocardless' | 'simplefin' | 'yodlee' | 'beancount-direct' | 'parsed-bill';
|
|
5035
6078
|
/**
|
|
5036
|
-
* Region code
|
|
6079
|
+
* Region code for tenant context
|
|
5037
6080
|
*/
|
|
5038
|
-
region:
|
|
6081
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5039
6082
|
requestBody: ProviderSyncDto;
|
|
5040
6083
|
};
|
|
5041
6084
|
type ProviderSyncControllerSyncResponse = ProviderSyncResponseDto;
|
|
@@ -5057,6 +6100,38 @@ type ProviderSyncControllerIsProviderSupportedData = {
|
|
|
5057
6100
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5058
6101
|
};
|
|
5059
6102
|
type ProviderSyncControllerIsProviderSupportedResponse = unknown;
|
|
6103
|
+
type ExternalAccountLinkControllerCreateData = {
|
|
6104
|
+
/**
|
|
6105
|
+
* Region code for tenant context
|
|
6106
|
+
*/
|
|
6107
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6108
|
+
requestBody: CreateExternalAccountLinkDto;
|
|
6109
|
+
};
|
|
6110
|
+
type ExternalAccountLinkControllerCreateResponse = ExternalAccountLinkResponseDto;
|
|
6111
|
+
type ExternalAccountLinkControllerFindAllData = {
|
|
6112
|
+
provider: string;
|
|
6113
|
+
/**
|
|
6114
|
+
* Region code for tenant context
|
|
6115
|
+
*/
|
|
6116
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6117
|
+
};
|
|
6118
|
+
type ExternalAccountLinkControllerFindAllResponse = ExternalAccountLinkListResponseDto;
|
|
6119
|
+
type ExternalAccountLinkControllerFindOneData = {
|
|
6120
|
+
id: string;
|
|
6121
|
+
/**
|
|
6122
|
+
* Region code for tenant context
|
|
6123
|
+
*/
|
|
6124
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6125
|
+
};
|
|
6126
|
+
type ExternalAccountLinkControllerFindOneResponse = ExternalAccountLinkResponseDto;
|
|
6127
|
+
type ExternalAccountLinkControllerRemoveData = {
|
|
6128
|
+
id: string;
|
|
6129
|
+
/**
|
|
6130
|
+
* Region code for tenant context
|
|
6131
|
+
*/
|
|
6132
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6133
|
+
};
|
|
6134
|
+
type ExternalAccountLinkControllerRemoveResponse = void;
|
|
5060
6135
|
type TelemetryControllerReportTelemetryData = {
|
|
5061
6136
|
/**
|
|
5062
6137
|
* Region code for tenant context
|
|
@@ -5065,6 +6140,25 @@ type TelemetryControllerReportTelemetryData = {
|
|
|
5065
6140
|
requestBody: ParserTelemetryReportDto;
|
|
5066
6141
|
};
|
|
5067
6142
|
type TelemetryControllerReportTelemetryResponse = unknown;
|
|
6143
|
+
type TelemetryControllerReportCoverageMissData = {
|
|
6144
|
+
/**
|
|
6145
|
+
* Region code for tenant context
|
|
6146
|
+
*/
|
|
6147
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6148
|
+
requestBody: UncoveredFormatMissDto;
|
|
6149
|
+
};
|
|
6150
|
+
type TelemetryControllerReportCoverageMissResponse = unknown;
|
|
6151
|
+
type TelemetryControllerGetCoverageMetricsData = {
|
|
6152
|
+
/**
|
|
6153
|
+
* Region code for tenant context
|
|
6154
|
+
*/
|
|
6155
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6156
|
+
/**
|
|
6157
|
+
* Top-N uncovered formats (default 10)
|
|
6158
|
+
*/
|
|
6159
|
+
topN?: unknown;
|
|
6160
|
+
};
|
|
6161
|
+
type TelemetryControllerGetCoverageMetricsResponse = unknown;
|
|
5068
6162
|
type NlpControllerProcessNaturalLanguageData = {
|
|
5069
6163
|
/**
|
|
5070
6164
|
* Region code for tenant context
|
|
@@ -5093,11 +6187,43 @@ type NlpControllerGetSessionData = {
|
|
|
5093
6187
|
*/
|
|
5094
6188
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5095
6189
|
/**
|
|
5096
|
-
* Specific session ID to get (defaults to user session)
|
|
6190
|
+
* Specific session ID to get (defaults to user session)
|
|
6191
|
+
*/
|
|
6192
|
+
sessionId?: string;
|
|
6193
|
+
};
|
|
6194
|
+
type NlpControllerGetSessionResponse = unknown;
|
|
6195
|
+
type PlatformControllerFindAllResponse = unknown;
|
|
6196
|
+
type PlatformControllerCreateData = {
|
|
6197
|
+
requestBody: CreatePlatformDto;
|
|
6198
|
+
};
|
|
6199
|
+
type PlatformControllerCreateResponse = unknown;
|
|
6200
|
+
type PlatformControllerGetPlatformListResponse = unknown;
|
|
6201
|
+
type PlatformControllerMatchPlatformsData = {
|
|
6202
|
+
/**
|
|
6203
|
+
* Search query — Chinese name, English name, or abbreviation
|
|
6204
|
+
*/
|
|
6205
|
+
q: string;
|
|
6206
|
+
/**
|
|
6207
|
+
* Region code for category override lookup
|
|
6208
|
+
*/
|
|
6209
|
+
region?: string;
|
|
6210
|
+
};
|
|
6211
|
+
type PlatformControllerMatchPlatformsResponse = unknown;
|
|
6212
|
+
type PlatformControllerUpdateData = {
|
|
6213
|
+
/**
|
|
6214
|
+
* Platform ID
|
|
6215
|
+
*/
|
|
6216
|
+
id: string;
|
|
6217
|
+
requestBody: UpdatePlatformDto;
|
|
6218
|
+
};
|
|
6219
|
+
type PlatformControllerUpdateResponse = unknown;
|
|
6220
|
+
type PlatformControllerDeleteData = {
|
|
6221
|
+
/**
|
|
6222
|
+
* Platform ID
|
|
5097
6223
|
*/
|
|
5098
|
-
|
|
6224
|
+
id: string;
|
|
5099
6225
|
};
|
|
5100
|
-
type
|
|
6226
|
+
type PlatformControllerDeleteResponse = void;
|
|
5101
6227
|
type DashboardControllerGetNetWorthData = {
|
|
5102
6228
|
/**
|
|
5103
6229
|
* Date for balance calculation (ISO 8601 format)
|
|
@@ -5110,6 +6236,10 @@ type DashboardControllerGetNetWorthData = {
|
|
|
5110
6236
|
};
|
|
5111
6237
|
type DashboardControllerGetNetWorthResponse = NetWorthResponseDto;
|
|
5112
6238
|
type DashboardControllerGetAccountsData = {
|
|
6239
|
+
/**
|
|
6240
|
+
* Scope to a single account (only valid with groupBy=holdingAssetClass, ADR-0105 §6)
|
|
6241
|
+
*/
|
|
6242
|
+
accountId?: string;
|
|
5113
6243
|
/**
|
|
5114
6244
|
* Date for balance calculation (ISO 8601 format)
|
|
5115
6245
|
*/
|
|
@@ -5117,13 +6247,13 @@ type DashboardControllerGetAccountsData = {
|
|
|
5117
6247
|
/**
|
|
5118
6248
|
* Grouping strategy
|
|
5119
6249
|
*/
|
|
5120
|
-
groupBy?: 'platform' | 'assetClass';
|
|
6250
|
+
groupBy?: 'platform' | 'assetClass' | 'holdingAssetClass' | 'holdingAssetClassByAccount';
|
|
5121
6251
|
/**
|
|
5122
6252
|
* Region code for tenant context
|
|
5123
6253
|
*/
|
|
5124
6254
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5125
6255
|
};
|
|
5126
|
-
type DashboardControllerGetAccountsResponse = AccountsResponseDto | AssetClassAccountsResponseDto;
|
|
6256
|
+
type DashboardControllerGetAccountsResponse = AccountsResponseDto | AssetClassAccountsResponseDto | HoldingAssetClassCrossAccountResponseDto;
|
|
5127
6257
|
type DashboardControllerGetCashFlowData = {
|
|
5128
6258
|
/**
|
|
5129
6259
|
* Period in YYYY-MM format
|
|
@@ -5135,6 +6265,44 @@ type DashboardControllerGetCashFlowData = {
|
|
|
5135
6265
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5136
6266
|
};
|
|
5137
6267
|
type DashboardControllerGetCashFlowResponse = CashFlowResponseDto;
|
|
6268
|
+
type DashboardControllerGetExpensesData = {
|
|
6269
|
+
/**
|
|
6270
|
+
* Account root to aggregate (expense → ^Expenses:, income → ^Income:)
|
|
6271
|
+
*/
|
|
6272
|
+
flow?: 'expense' | 'income';
|
|
6273
|
+
/**
|
|
6274
|
+
* Grouping strategy
|
|
6275
|
+
*/
|
|
6276
|
+
groupBy?: 'category';
|
|
6277
|
+
/**
|
|
6278
|
+
* Time window (1m = current calendar month)
|
|
6279
|
+
*/
|
|
6280
|
+
period?: '1m' | '3m' | '6m' | '1y';
|
|
6281
|
+
/**
|
|
6282
|
+
* Region code for tenant context
|
|
6283
|
+
*/
|
|
6284
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6285
|
+
};
|
|
6286
|
+
type DashboardControllerGetExpensesResponse = ExpensesByCategoryResponseDto;
|
|
6287
|
+
type HoldingPnlControllerGetHoldingPnlData = {
|
|
6288
|
+
/**
|
|
6289
|
+
* Scope to a single account
|
|
6290
|
+
*/
|
|
6291
|
+
accountId?: string;
|
|
6292
|
+
/**
|
|
6293
|
+
* As-of date (ISO 8601), defaults to today
|
|
6294
|
+
*/
|
|
6295
|
+
asOf?: string;
|
|
6296
|
+
/**
|
|
6297
|
+
* Realized-P&L lot-matching method (default average). Does not affect the average-cost unrealized basis.
|
|
6298
|
+
*/
|
|
6299
|
+
method?: 'FIFO' | 'average';
|
|
6300
|
+
/**
|
|
6301
|
+
* Region code for tenant context
|
|
6302
|
+
*/
|
|
6303
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6304
|
+
};
|
|
6305
|
+
type HoldingPnlControllerGetHoldingPnlResponse = HoldingPnlResponseDto;
|
|
5138
6306
|
type ReportingControllerGetPortfolioTrendsData = {
|
|
5139
6307
|
/**
|
|
5140
6308
|
* Data granularity
|
|
@@ -5150,6 +6318,21 @@ type ReportingControllerGetPortfolioTrendsData = {
|
|
|
5150
6318
|
region: 'cn' | 'us' | 'de' | 'gb';
|
|
5151
6319
|
};
|
|
5152
6320
|
type ReportingControllerGetPortfolioTrendsResponse = PortfolioTrendsResponseDto;
|
|
6321
|
+
type ReportingControllerGetCashFlowTrendsData = {
|
|
6322
|
+
/**
|
|
6323
|
+
* Data granularity (accepted for API symmetry; v1 returns month buckets)
|
|
6324
|
+
*/
|
|
6325
|
+
granularity?: 'day' | 'week' | 'month';
|
|
6326
|
+
/**
|
|
6327
|
+
* Time period
|
|
6328
|
+
*/
|
|
6329
|
+
period?: '1m' | '3m' | '6m' | '1y';
|
|
6330
|
+
/**
|
|
6331
|
+
* Region code for tenant context
|
|
6332
|
+
*/
|
|
6333
|
+
region: 'cn' | 'us' | 'de' | 'gb';
|
|
6334
|
+
};
|
|
6335
|
+
type ReportingControllerGetCashFlowTrendsResponse = CashFlowTrendsResponseDto;
|
|
5153
6336
|
type ReportingControllerGenerateSnapshotData = {
|
|
5154
6337
|
/**
|
|
5155
6338
|
* Region code for tenant context
|
|
@@ -5308,6 +6491,25 @@ type $OpenApiTs = {
|
|
|
5308
6491
|
};
|
|
5309
6492
|
};
|
|
5310
6493
|
};
|
|
6494
|
+
'/api/v1/{region}/bean/accounts/{id}/opening-balance': {
|
|
6495
|
+
post: {
|
|
6496
|
+
req: AccountControllerAddOpeningBalanceData;
|
|
6497
|
+
res: {
|
|
6498
|
+
/**
|
|
6499
|
+
* Opening-balance transaction created
|
|
6500
|
+
*/
|
|
6501
|
+
201: OpeningBalanceResultDto;
|
|
6502
|
+
/**
|
|
6503
|
+
* Account not found
|
|
6504
|
+
*/
|
|
6505
|
+
404: unknown;
|
|
6506
|
+
/**
|
|
6507
|
+
* An opening balance already exists for this account
|
|
6508
|
+
*/
|
|
6509
|
+
409: unknown;
|
|
6510
|
+
};
|
|
6511
|
+
};
|
|
6512
|
+
};
|
|
5311
6513
|
'/api/v1/{region}/bean/account-standards': {
|
|
5312
6514
|
get: {
|
|
5313
6515
|
req: AccountStandardsControllerGetTemplatesData;
|
|
@@ -5916,6 +7118,90 @@ type $OpenApiTs = {
|
|
|
5916
7118
|
};
|
|
5917
7119
|
};
|
|
5918
7120
|
};
|
|
7121
|
+
'/api/v1/{region}/bean/prices': {
|
|
7122
|
+
post: {
|
|
7123
|
+
req: PriceControllerCreateData;
|
|
7124
|
+
res: {
|
|
7125
|
+
/**
|
|
7126
|
+
* Price created successfully
|
|
7127
|
+
*/
|
|
7128
|
+
201: PriceResponseDto;
|
|
7129
|
+
/**
|
|
7130
|
+
* Currency or quoteCurrency commodity not found
|
|
7131
|
+
*/
|
|
7132
|
+
404: unknown;
|
|
7133
|
+
/**
|
|
7134
|
+
* Price already exists for this currency pair and date
|
|
7135
|
+
*/
|
|
7136
|
+
409: unknown;
|
|
7137
|
+
};
|
|
7138
|
+
};
|
|
7139
|
+
get: {
|
|
7140
|
+
req: PriceControllerFindAllData;
|
|
7141
|
+
res: {
|
|
7142
|
+
/**
|
|
7143
|
+
* Prices retrieved successfully
|
|
7144
|
+
*/
|
|
7145
|
+
200: PriceListResponseDto;
|
|
7146
|
+
};
|
|
7147
|
+
};
|
|
7148
|
+
};
|
|
7149
|
+
'/api/v1/{region}/bean/prices/{id}': {
|
|
7150
|
+
get: {
|
|
7151
|
+
req: PriceControllerFindOneData;
|
|
7152
|
+
res: {
|
|
7153
|
+
/**
|
|
7154
|
+
* Price retrieved successfully
|
|
7155
|
+
*/
|
|
7156
|
+
200: PriceResponseDto;
|
|
7157
|
+
/**
|
|
7158
|
+
* Price not found
|
|
7159
|
+
*/
|
|
7160
|
+
404: unknown;
|
|
7161
|
+
};
|
|
7162
|
+
};
|
|
7163
|
+
put: {
|
|
7164
|
+
req: PriceControllerUpdateData;
|
|
7165
|
+
res: {
|
|
7166
|
+
/**
|
|
7167
|
+
* Price updated successfully
|
|
7168
|
+
*/
|
|
7169
|
+
200: PriceResponseDto;
|
|
7170
|
+
/**
|
|
7171
|
+
* Price not found
|
|
7172
|
+
*/
|
|
7173
|
+
404: unknown;
|
|
7174
|
+
/**
|
|
7175
|
+
* Updated price conflicts with existing price
|
|
7176
|
+
*/
|
|
7177
|
+
409: unknown;
|
|
7178
|
+
};
|
|
7179
|
+
};
|
|
7180
|
+
delete: {
|
|
7181
|
+
req: PriceControllerDeleteData;
|
|
7182
|
+
res: {
|
|
7183
|
+
/**
|
|
7184
|
+
* Price deleted successfully
|
|
7185
|
+
*/
|
|
7186
|
+
204: void;
|
|
7187
|
+
/**
|
|
7188
|
+
* Price not found
|
|
7189
|
+
*/
|
|
7190
|
+
404: unknown;
|
|
7191
|
+
};
|
|
7192
|
+
};
|
|
7193
|
+
};
|
|
7194
|
+
'/api/v1/{region}/bean/prices/bulk': {
|
|
7195
|
+
post: {
|
|
7196
|
+
req: PriceControllerBulkCreateData;
|
|
7197
|
+
res: {
|
|
7198
|
+
/**
|
|
7199
|
+
* Prices created successfully
|
|
7200
|
+
*/
|
|
7201
|
+
201: Array<PriceResponseDto>;
|
|
7202
|
+
};
|
|
7203
|
+
};
|
|
7204
|
+
};
|
|
5919
7205
|
'/api/v1/{region}/bean/recurring-rules': {
|
|
5920
7206
|
post: {
|
|
5921
7207
|
req: RecurringRuleControllerCreateData;
|
|
@@ -6525,36 +7811,211 @@ type $OpenApiTs = {
|
|
|
6525
7811
|
req: PropertyControllerUpdateData;
|
|
6526
7812
|
res: {
|
|
6527
7813
|
/**
|
|
6528
|
-
* Property updated successfully
|
|
7814
|
+
* Property updated successfully
|
|
7815
|
+
*/
|
|
7816
|
+
200: unknown;
|
|
7817
|
+
/**
|
|
7818
|
+
* Unauthorized
|
|
7819
|
+
*/
|
|
7820
|
+
401: unknown;
|
|
7821
|
+
/**
|
|
7822
|
+
* Forbidden - insufficient permissions
|
|
7823
|
+
*/
|
|
7824
|
+
403: unknown;
|
|
7825
|
+
};
|
|
7826
|
+
};
|
|
7827
|
+
delete: {
|
|
7828
|
+
req: PropertyControllerDeleteData;
|
|
7829
|
+
res: {
|
|
7830
|
+
/**
|
|
7831
|
+
* Property deleted successfully
|
|
7832
|
+
*/
|
|
7833
|
+
204: void;
|
|
7834
|
+
/**
|
|
7835
|
+
* Unauthorized
|
|
7836
|
+
*/
|
|
7837
|
+
401: unknown;
|
|
7838
|
+
/**
|
|
7839
|
+
* Forbidden - insufficient permissions
|
|
7840
|
+
*/
|
|
7841
|
+
403: unknown;
|
|
7842
|
+
/**
|
|
7843
|
+
* Property not found
|
|
7844
|
+
*/
|
|
7845
|
+
404: unknown;
|
|
7846
|
+
};
|
|
7847
|
+
};
|
|
7848
|
+
};
|
|
7849
|
+
'/api/v1/{region}/bean/events': {
|
|
7850
|
+
post: {
|
|
7851
|
+
req: EventControllerCreateData;
|
|
7852
|
+
res: {
|
|
7853
|
+
/**
|
|
7854
|
+
* Life event created successfully
|
|
7855
|
+
*/
|
|
7856
|
+
201: EventResponseDto;
|
|
7857
|
+
/**
|
|
7858
|
+
* Life event already exists for this (userId, type, date) combination
|
|
7859
|
+
*/
|
|
7860
|
+
409: unknown;
|
|
7861
|
+
};
|
|
7862
|
+
};
|
|
7863
|
+
get: {
|
|
7864
|
+
req: EventControllerFindAllData;
|
|
7865
|
+
res: {
|
|
7866
|
+
/**
|
|
7867
|
+
* Life events retrieved successfully
|
|
7868
|
+
*/
|
|
7869
|
+
200: EventListResponseDto;
|
|
7870
|
+
};
|
|
7871
|
+
};
|
|
7872
|
+
};
|
|
7873
|
+
'/api/v1/{region}/bean/events/{id}': {
|
|
7874
|
+
get: {
|
|
7875
|
+
req: EventControllerFindOneData;
|
|
7876
|
+
res: {
|
|
7877
|
+
/**
|
|
7878
|
+
* Life event retrieved successfully
|
|
7879
|
+
*/
|
|
7880
|
+
200: EventResponseDto;
|
|
7881
|
+
/**
|
|
7882
|
+
* Life event not found
|
|
7883
|
+
*/
|
|
7884
|
+
404: unknown;
|
|
7885
|
+
};
|
|
7886
|
+
};
|
|
7887
|
+
put: {
|
|
7888
|
+
req: EventControllerUpdateData;
|
|
7889
|
+
res: {
|
|
7890
|
+
/**
|
|
7891
|
+
* Life event updated successfully
|
|
7892
|
+
*/
|
|
7893
|
+
200: EventResponseDto;
|
|
7894
|
+
/**
|
|
7895
|
+
* If-Match header is not a valid ISO 8601 date
|
|
7896
|
+
*/
|
|
7897
|
+
400: unknown;
|
|
7898
|
+
/**
|
|
7899
|
+
* Life event not found
|
|
7900
|
+
*/
|
|
7901
|
+
404: unknown;
|
|
7902
|
+
/**
|
|
7903
|
+
* Updated event conflicts with an existing (userId, type, date) combination
|
|
7904
|
+
*/
|
|
7905
|
+
409: unknown;
|
|
7906
|
+
/**
|
|
7907
|
+
* If-Match precondition failed (updatedAt mismatch)
|
|
7908
|
+
*/
|
|
7909
|
+
412: unknown;
|
|
7910
|
+
};
|
|
7911
|
+
};
|
|
7912
|
+
delete: {
|
|
7913
|
+
req: EventControllerDeleteData;
|
|
7914
|
+
res: {
|
|
7915
|
+
/**
|
|
7916
|
+
* Life event deleted successfully
|
|
7917
|
+
*/
|
|
7918
|
+
204: void;
|
|
7919
|
+
/**
|
|
7920
|
+
* Life event not found
|
|
7921
|
+
*/
|
|
7922
|
+
404: unknown;
|
|
7923
|
+
};
|
|
7924
|
+
};
|
|
7925
|
+
};
|
|
7926
|
+
'/api/v1/{region}/bean/events/{id}/slice': {
|
|
7927
|
+
get: {
|
|
7928
|
+
req: EventControllerGetSliceData;
|
|
7929
|
+
res: {
|
|
7930
|
+
/**
|
|
7931
|
+
* Time-series sliced by the life event range
|
|
7932
|
+
*/
|
|
7933
|
+
200: unknown;
|
|
7934
|
+
/**
|
|
7935
|
+
* accountPattern query param is empty
|
|
7936
|
+
*/
|
|
7937
|
+
400: unknown;
|
|
7938
|
+
/**
|
|
7939
|
+
* Life event not found
|
|
7940
|
+
*/
|
|
7941
|
+
404: unknown;
|
|
7942
|
+
};
|
|
7943
|
+
};
|
|
7944
|
+
};
|
|
7945
|
+
'/api/v1/{region}/bean/onboarding': {
|
|
7946
|
+
post: {
|
|
7947
|
+
req: OnboardingControllerBootstrapData;
|
|
7948
|
+
res: {
|
|
7949
|
+
/**
|
|
7950
|
+
* Onboarding bootstrap result.
|
|
7951
|
+
*/
|
|
7952
|
+
201: unknown;
|
|
7953
|
+
/**
|
|
7954
|
+
* Invalid region/account path/duplicate paths.
|
|
7955
|
+
*/
|
|
7956
|
+
422: unknown;
|
|
7957
|
+
};
|
|
7958
|
+
};
|
|
7959
|
+
};
|
|
7960
|
+
'/api/v1/{region}/bean/reconciliations': {
|
|
7961
|
+
post: {
|
|
7962
|
+
req: ReconciliationControllerComputeData;
|
|
7963
|
+
res: {
|
|
7964
|
+
/**
|
|
7965
|
+
* Reconciliation preview
|
|
7966
|
+
*/
|
|
7967
|
+
200: ReconciliationComputeResultDto;
|
|
7968
|
+
/**
|
|
7969
|
+
* Account not found
|
|
7970
|
+
*/
|
|
7971
|
+
404: unknown;
|
|
7972
|
+
};
|
|
7973
|
+
};
|
|
7974
|
+
};
|
|
7975
|
+
'/api/v1/{region}/bean/reconciliations/assert': {
|
|
7976
|
+
post: {
|
|
7977
|
+
req: ReconciliationControllerAssertData;
|
|
7978
|
+
res: {
|
|
7979
|
+
/**
|
|
7980
|
+
* Balance assertion recorded
|
|
7981
|
+
*/
|
|
7982
|
+
201: ReconciliationRecordDto;
|
|
7983
|
+
/**
|
|
7984
|
+
* Account not found
|
|
7985
|
+
*/
|
|
7986
|
+
404: unknown;
|
|
7987
|
+
};
|
|
7988
|
+
};
|
|
7989
|
+
};
|
|
7990
|
+
'/api/v1/{region}/bean/reconciliations/pad': {
|
|
7991
|
+
post: {
|
|
7992
|
+
req: ReconciliationControllerPadData;
|
|
7993
|
+
res: {
|
|
7994
|
+
/**
|
|
7995
|
+
* Pad adjusting entry generated
|
|
6529
7996
|
*/
|
|
6530
|
-
|
|
7997
|
+
201: PadResultDto;
|
|
6531
7998
|
/**
|
|
6532
|
-
*
|
|
7999
|
+
* Book already within tolerance — no pad needed
|
|
6533
8000
|
*/
|
|
6534
|
-
|
|
8001
|
+
400: unknown;
|
|
6535
8002
|
/**
|
|
6536
|
-
*
|
|
8003
|
+
* Account not found
|
|
6537
8004
|
*/
|
|
6538
|
-
|
|
8005
|
+
404: unknown;
|
|
6539
8006
|
};
|
|
6540
8007
|
};
|
|
6541
|
-
|
|
6542
|
-
|
|
8008
|
+
};
|
|
8009
|
+
'/api/v1/{region}/bean/accounts/{accountId}/reconciliations': {
|
|
8010
|
+
get: {
|
|
8011
|
+
req: ReconciliationControllerHistoryData;
|
|
6543
8012
|
res: {
|
|
6544
8013
|
/**
|
|
6545
|
-
*
|
|
6546
|
-
*/
|
|
6547
|
-
204: void;
|
|
6548
|
-
/**
|
|
6549
|
-
* Unauthorized
|
|
6550
|
-
*/
|
|
6551
|
-
401: unknown;
|
|
6552
|
-
/**
|
|
6553
|
-
* Forbidden - insufficient permissions
|
|
8014
|
+
* Reconciliation history
|
|
6554
8015
|
*/
|
|
6555
|
-
|
|
8016
|
+
200: Array<ReconciliationRecordDto>;
|
|
6556
8017
|
/**
|
|
6557
|
-
*
|
|
8018
|
+
* Account not found
|
|
6558
8019
|
*/
|
|
6559
8020
|
404: unknown;
|
|
6560
8021
|
};
|
|
@@ -6710,143 +8171,145 @@ type $OpenApiTs = {
|
|
|
6710
8171
|
};
|
|
6711
8172
|
};
|
|
6712
8173
|
};
|
|
6713
|
-
'/api/v1/bean/
|
|
6714
|
-
|
|
8174
|
+
'/api/v1/{region}/bean/import/provider/{providerName}/sync': {
|
|
8175
|
+
post: {
|
|
8176
|
+
req: ProviderSyncControllerSyncData;
|
|
6715
8177
|
res: {
|
|
6716
8178
|
/**
|
|
6717
|
-
*
|
|
8179
|
+
* Sync completed successfully
|
|
6718
8180
|
*/
|
|
6719
|
-
200:
|
|
6720
|
-
};
|
|
6721
|
-
};
|
|
6722
|
-
post: {
|
|
6723
|
-
req: PlatformControllerCreateData;
|
|
6724
|
-
res: {
|
|
8181
|
+
200: ProviderSyncResponseDto;
|
|
6725
8182
|
/**
|
|
6726
|
-
*
|
|
8183
|
+
* Invalid request data
|
|
6727
8184
|
*/
|
|
6728
|
-
|
|
8185
|
+
400: unknown;
|
|
6729
8186
|
/**
|
|
6730
|
-
*
|
|
8187
|
+
* Missing or invalid authentication
|
|
6731
8188
|
*/
|
|
6732
|
-
|
|
8189
|
+
401: unknown;
|
|
8190
|
+
/**
|
|
8191
|
+
* Provider not supported
|
|
8192
|
+
*/
|
|
8193
|
+
404: unknown;
|
|
6733
8194
|
};
|
|
6734
8195
|
};
|
|
6735
8196
|
};
|
|
6736
|
-
'/api/v1/bean/
|
|
8197
|
+
'/api/v1/{region}/bean/import/provider/supported': {
|
|
6737
8198
|
get: {
|
|
8199
|
+
req: ProviderSyncControllerGetSupportedProvidersData;
|
|
6738
8200
|
res: {
|
|
6739
8201
|
/**
|
|
6740
|
-
* List of
|
|
8202
|
+
* List of supported providers
|
|
6741
8203
|
*/
|
|
6742
|
-
200:
|
|
8204
|
+
200: SupportedProvidersResponseDto;
|
|
8205
|
+
/**
|
|
8206
|
+
* Missing or invalid authentication
|
|
8207
|
+
*/
|
|
8208
|
+
401: unknown;
|
|
6743
8209
|
};
|
|
6744
8210
|
};
|
|
6745
8211
|
};
|
|
6746
|
-
'/api/v1/bean/
|
|
8212
|
+
'/api/v1/{region}/bean/import/provider/{providerName}/supported': {
|
|
6747
8213
|
get: {
|
|
6748
|
-
req:
|
|
8214
|
+
req: ProviderSyncControllerIsProviderSupportedData;
|
|
6749
8215
|
res: {
|
|
6750
8216
|
/**
|
|
6751
|
-
*
|
|
8217
|
+
* Provider support status
|
|
6752
8218
|
*/
|
|
6753
8219
|
200: unknown;
|
|
8220
|
+
/**
|
|
8221
|
+
* Missing or invalid authentication
|
|
8222
|
+
*/
|
|
8223
|
+
401: unknown;
|
|
6754
8224
|
};
|
|
6755
8225
|
};
|
|
6756
8226
|
};
|
|
6757
|
-
'/api/v1/bean/
|
|
6758
|
-
|
|
6759
|
-
req:
|
|
8227
|
+
'/api/v1/{region}/bean/external-account-links': {
|
|
8228
|
+
post: {
|
|
8229
|
+
req: ExternalAccountLinkControllerCreateData;
|
|
6760
8230
|
res: {
|
|
6761
8231
|
/**
|
|
6762
|
-
*
|
|
8232
|
+
* Link created.
|
|
6763
8233
|
*/
|
|
6764
|
-
|
|
8234
|
+
201: ExternalAccountLinkResponseDto;
|
|
6765
8235
|
/**
|
|
6766
|
-
*
|
|
8236
|
+
* beanAccountId not owned, or an active link already exists.
|
|
6767
8237
|
*/
|
|
6768
|
-
|
|
8238
|
+
422: unknown;
|
|
6769
8239
|
};
|
|
6770
8240
|
};
|
|
6771
|
-
|
|
6772
|
-
req:
|
|
8241
|
+
get: {
|
|
8242
|
+
req: ExternalAccountLinkControllerFindAllData;
|
|
6773
8243
|
res: {
|
|
6774
8244
|
/**
|
|
6775
|
-
*
|
|
6776
|
-
*/
|
|
6777
|
-
204: void;
|
|
6778
|
-
/**
|
|
6779
|
-
* Platform not found
|
|
8245
|
+
* Links retrieved.
|
|
6780
8246
|
*/
|
|
6781
|
-
|
|
8247
|
+
200: ExternalAccountLinkListResponseDto;
|
|
6782
8248
|
};
|
|
6783
8249
|
};
|
|
6784
8250
|
};
|
|
6785
|
-
'/api/v1/{region}/bean/
|
|
6786
|
-
|
|
6787
|
-
req:
|
|
8251
|
+
'/api/v1/{region}/bean/external-account-links/{id}': {
|
|
8252
|
+
get: {
|
|
8253
|
+
req: ExternalAccountLinkControllerFindOneData;
|
|
6788
8254
|
res: {
|
|
6789
8255
|
/**
|
|
6790
|
-
*
|
|
6791
|
-
*/
|
|
6792
|
-
200: ProviderSyncResponseDto;
|
|
6793
|
-
/**
|
|
6794
|
-
* Invalid request data
|
|
8256
|
+
* Link retrieved.
|
|
6795
8257
|
*/
|
|
6796
|
-
|
|
8258
|
+
200: ExternalAccountLinkResponseDto;
|
|
6797
8259
|
/**
|
|
6798
|
-
*
|
|
8260
|
+
* Link not found or not owned by the user.
|
|
6799
8261
|
*/
|
|
6800
|
-
|
|
8262
|
+
422: unknown;
|
|
8263
|
+
};
|
|
8264
|
+
};
|
|
8265
|
+
delete: {
|
|
8266
|
+
req: ExternalAccountLinkControllerRemoveData;
|
|
8267
|
+
res: {
|
|
6801
8268
|
/**
|
|
6802
|
-
*
|
|
8269
|
+
* Link soft-deleted; historical transactions are unaffected.
|
|
6803
8270
|
*/
|
|
6804
|
-
|
|
8271
|
+
204: void;
|
|
6805
8272
|
};
|
|
6806
8273
|
};
|
|
6807
8274
|
};
|
|
6808
|
-
'/api/v1/{region}/bean/import/
|
|
6809
|
-
|
|
6810
|
-
req:
|
|
8275
|
+
'/api/v1/{region}/bean/import/parser-telemetry': {
|
|
8276
|
+
post: {
|
|
8277
|
+
req: TelemetryControllerReportTelemetryData;
|
|
6811
8278
|
res: {
|
|
6812
8279
|
/**
|
|
6813
|
-
*
|
|
8280
|
+
* Telemetry report received
|
|
6814
8281
|
*/
|
|
6815
|
-
200:
|
|
8282
|
+
200: unknown;
|
|
6816
8283
|
/**
|
|
6817
|
-
*
|
|
8284
|
+
* Unauthorized
|
|
6818
8285
|
*/
|
|
6819
8286
|
401: unknown;
|
|
6820
8287
|
};
|
|
6821
8288
|
};
|
|
6822
8289
|
};
|
|
6823
|
-
'/api/v1/{region}/bean/import/
|
|
6824
|
-
|
|
6825
|
-
req:
|
|
8290
|
+
'/api/v1/{region}/bean/import/parser-coverage-miss': {
|
|
8291
|
+
post: {
|
|
8292
|
+
req: TelemetryControllerReportCoverageMissData;
|
|
6826
8293
|
res: {
|
|
6827
8294
|
/**
|
|
6828
|
-
*
|
|
8295
|
+
* Coverage miss report received
|
|
6829
8296
|
*/
|
|
6830
8297
|
200: unknown;
|
|
6831
8298
|
/**
|
|
6832
|
-
*
|
|
8299
|
+
* Unauthorized
|
|
6833
8300
|
*/
|
|
6834
8301
|
401: unknown;
|
|
6835
8302
|
};
|
|
6836
8303
|
};
|
|
6837
8304
|
};
|
|
6838
|
-
'/api/v1/{region}/bean/import/parser-
|
|
6839
|
-
|
|
6840
|
-
req:
|
|
8305
|
+
'/api/v1/{region}/bean/import/parser-coverage-metrics': {
|
|
8306
|
+
get: {
|
|
8307
|
+
req: TelemetryControllerGetCoverageMetricsData;
|
|
6841
8308
|
res: {
|
|
6842
8309
|
/**
|
|
6843
|
-
*
|
|
8310
|
+
* Coverage metrics
|
|
6844
8311
|
*/
|
|
6845
8312
|
200: unknown;
|
|
6846
|
-
/**
|
|
6847
|
-
* Unauthorized
|
|
6848
|
-
*/
|
|
6849
|
-
401: unknown;
|
|
6850
8313
|
};
|
|
6851
8314
|
};
|
|
6852
8315
|
};
|
|
@@ -6897,6 +8360,78 @@ type $OpenApiTs = {
|
|
|
6897
8360
|
};
|
|
6898
8361
|
};
|
|
6899
8362
|
};
|
|
8363
|
+
'/api/v1/bean/platforms': {
|
|
8364
|
+
get: {
|
|
8365
|
+
res: {
|
|
8366
|
+
/**
|
|
8367
|
+
* List of platforms with binding and account counts
|
|
8368
|
+
*/
|
|
8369
|
+
200: unknown;
|
|
8370
|
+
};
|
|
8371
|
+
};
|
|
8372
|
+
post: {
|
|
8373
|
+
req: PlatformControllerCreateData;
|
|
8374
|
+
res: {
|
|
8375
|
+
/**
|
|
8376
|
+
* Platform created successfully
|
|
8377
|
+
*/
|
|
8378
|
+
201: unknown;
|
|
8379
|
+
/**
|
|
8380
|
+
* Platform already exists
|
|
8381
|
+
*/
|
|
8382
|
+
409: unknown;
|
|
8383
|
+
};
|
|
8384
|
+
};
|
|
8385
|
+
};
|
|
8386
|
+
'/api/v1/bean/platforms/list': {
|
|
8387
|
+
get: {
|
|
8388
|
+
res: {
|
|
8389
|
+
/**
|
|
8390
|
+
* List of platforms with user binding status
|
|
8391
|
+
*/
|
|
8392
|
+
200: unknown;
|
|
8393
|
+
};
|
|
8394
|
+
};
|
|
8395
|
+
};
|
|
8396
|
+
'/api/v1/bean/platforms/match': {
|
|
8397
|
+
get: {
|
|
8398
|
+
req: PlatformControllerMatchPlatformsData;
|
|
8399
|
+
res: {
|
|
8400
|
+
/**
|
|
8401
|
+
* List of matching platforms with suggested segment names
|
|
8402
|
+
*/
|
|
8403
|
+
200: unknown;
|
|
8404
|
+
};
|
|
8405
|
+
};
|
|
8406
|
+
};
|
|
8407
|
+
'/api/v1/bean/platforms/{id}': {
|
|
8408
|
+
put: {
|
|
8409
|
+
req: PlatformControllerUpdateData;
|
|
8410
|
+
res: {
|
|
8411
|
+
/**
|
|
8412
|
+
* Platform updated successfully
|
|
8413
|
+
*/
|
|
8414
|
+
200: unknown;
|
|
8415
|
+
/**
|
|
8416
|
+
* Platform not found
|
|
8417
|
+
*/
|
|
8418
|
+
404: unknown;
|
|
8419
|
+
};
|
|
8420
|
+
};
|
|
8421
|
+
delete: {
|
|
8422
|
+
req: PlatformControllerDeleteData;
|
|
8423
|
+
res: {
|
|
8424
|
+
/**
|
|
8425
|
+
* Platform deleted successfully
|
|
8426
|
+
*/
|
|
8427
|
+
204: void;
|
|
8428
|
+
/**
|
|
8429
|
+
* Platform not found
|
|
8430
|
+
*/
|
|
8431
|
+
404: unknown;
|
|
8432
|
+
};
|
|
8433
|
+
};
|
|
8434
|
+
};
|
|
6900
8435
|
'/api/v1/{region}/dashboard/net-worth': {
|
|
6901
8436
|
get: {
|
|
6902
8437
|
req: DashboardControllerGetNetWorthData;
|
|
@@ -6919,7 +8454,7 @@ type $OpenApiTs = {
|
|
|
6919
8454
|
/**
|
|
6920
8455
|
* Accounts retrieved successfully. Response type depends on groupBy parameter.
|
|
6921
8456
|
*/
|
|
6922
|
-
200: AccountsResponseDto | AssetClassAccountsResponseDto;
|
|
8457
|
+
200: AccountsResponseDto | AssetClassAccountsResponseDto | HoldingAssetClassCrossAccountResponseDto;
|
|
6923
8458
|
/**
|
|
6924
8459
|
* User not authenticated
|
|
6925
8460
|
*/
|
|
@@ -6946,6 +8481,44 @@ type $OpenApiTs = {
|
|
|
6946
8481
|
};
|
|
6947
8482
|
};
|
|
6948
8483
|
};
|
|
8484
|
+
'/api/v1/{region}/dashboard/expenses': {
|
|
8485
|
+
get: {
|
|
8486
|
+
req: DashboardControllerGetExpensesData;
|
|
8487
|
+
res: {
|
|
8488
|
+
/**
|
|
8489
|
+
* Expenses retrieved successfully
|
|
8490
|
+
*/
|
|
8491
|
+
200: ExpensesByCategoryResponseDto;
|
|
8492
|
+
/**
|
|
8493
|
+
* Invalid groupBy or period
|
|
8494
|
+
*/
|
|
8495
|
+
400: unknown;
|
|
8496
|
+
/**
|
|
8497
|
+
* User not authenticated
|
|
8498
|
+
*/
|
|
8499
|
+
401: unknown;
|
|
8500
|
+
};
|
|
8501
|
+
};
|
|
8502
|
+
};
|
|
8503
|
+
'/api/v1/{region}/investment/holdings/pnl': {
|
|
8504
|
+
get: {
|
|
8505
|
+
req: HoldingPnlControllerGetHoldingPnlData;
|
|
8506
|
+
res: {
|
|
8507
|
+
/**
|
|
8508
|
+
* Holding P&L retrieved successfully
|
|
8509
|
+
*/
|
|
8510
|
+
200: HoldingPnlResponseDto;
|
|
8511
|
+
/**
|
|
8512
|
+
* Invalid asOf format/value/future date, invalid accountId format, or unsupported method
|
|
8513
|
+
*/
|
|
8514
|
+
400: unknown;
|
|
8515
|
+
/**
|
|
8516
|
+
* User not authenticated
|
|
8517
|
+
*/
|
|
8518
|
+
401: unknown;
|
|
8519
|
+
};
|
|
8520
|
+
};
|
|
8521
|
+
};
|
|
6949
8522
|
'/api/v1/{region}/reporting/portfolio/trends': {
|
|
6950
8523
|
get: {
|
|
6951
8524
|
req: ReportingControllerGetPortfolioTrendsData;
|
|
@@ -6961,6 +8534,21 @@ type $OpenApiTs = {
|
|
|
6961
8534
|
};
|
|
6962
8535
|
};
|
|
6963
8536
|
};
|
|
8537
|
+
'/api/v1/{region}/reporting/cash-flow/trends': {
|
|
8538
|
+
get: {
|
|
8539
|
+
req: ReportingControllerGetCashFlowTrendsData;
|
|
8540
|
+
res: {
|
|
8541
|
+
/**
|
|
8542
|
+
* Cash-flow trends retrieved successfully
|
|
8543
|
+
*/
|
|
8544
|
+
200: CashFlowTrendsResponseDto;
|
|
8545
|
+
/**
|
|
8546
|
+
* User not authenticated
|
|
8547
|
+
*/
|
|
8548
|
+
401: unknown;
|
|
8549
|
+
};
|
|
8550
|
+
};
|
|
8551
|
+
};
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static accountControllerReopen(data: AccountControllerReopenData): CancelablePromise<AccountControllerReopenResponse>;
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* Posts a double-entry opening-balance transaction against Equity:Opening-Balances for an existing Assets/Liabilities account. At most one active opening balance per account.
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*/
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static accountControllerAddOpeningBalance(data: AccountControllerAddOpeningBalanceData): CancelablePromise<AccountControllerAddOpeningBalanceResponse>;
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}
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declare class BeanTransactionsService {
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/**
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* @param data.status Filter by transaction status
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* @param data.search Search in narration and payee fields (max 200 chars)
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* @param data.accountId Filter by account ID (transactions with postings to this account)
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* @param data.category Filter by ADR-0075 functional category (Group segment); matches any posting to an Expenses/Income account whose derived Group segment equals this value
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* @returns TransactionListResponseDto Transaction list
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* @throws ApiError
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*/
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@@ -7352,7 +8952,7 @@ declare class BeanBalancesService {
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* Query account balance
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* Calculate account balance at a specific date for a single currency
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* @param data.account Account name (e.g., "Assets:
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* @param data.account Account name (e.g., "Assets:Checking")
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* @param data.region Region code for tenant context
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* @param data.date Date to calculate balance at (ISO 8601 format)
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* @param data.currency Currency to query (e.g., "USD", "CNY")
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@@ -7469,7 +9069,7 @@ declare class ProviderSyncService {
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*
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* @param data.region Region code
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* @param data.region Region code for tenant context
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* @returns ProviderSyncResponseDto Sync completed successfully
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* @throws ApiError
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@@ -7582,4 +9182,4 @@ type OpenAPIConfig = {
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};
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declare const OpenAPI: OpenAPIConfig;
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-
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 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 CashFlowResponseDto, 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 CreateAccountDto, type CreateCommodityDto, type CreatePayeeDto, type CreatePayeeProfileDto, type CreatePlatformDto, type CreatePostingDto, type CreateRecurringRuleDto, type CreateRuleFromTransactionDto, type CreateTransactionDto, type CreateTransactionRuleDto, type CurrencyBalanceDto, type DashboardControllerGetAccountsData, type DashboardControllerGetAccountsResponse, type DashboardControllerGetCashFlowData, type DashboardControllerGetCashFlowResponse, type DashboardControllerGetNetWorthData, type DashboardControllerGetNetWorthResponse, type DecisionOptionDto, type DeleteOwnUserDto, type EnterNowDto, 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 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 GenerateSnapshotBody, type GenerateSnapshotResponse, type HealthControllerCheckDatabaseResponse, type HealthControllerCheckOpenBbResponse, type HealthControllerCheckRedisResponse, type HealthControllerGetCircuitBreakersHealthResponse, type HealthControllerGetHealthResponse, type HealthControllerGetMetricsResponse, type HealthControllerResetCircuitBreakerData, type HealthControllerResetCircuitBreakerResponse, HealthService, 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 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 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 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 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 UndoResultDto, type UpdateAccountDto, 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 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 paymentSource, type period, type source, type status, type status2, type status3, type status4, type suggestedFrequency, type type, type type2, type type3, type value, type viewMode };
|
|
9185
|
+
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 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 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 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 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 provider, 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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