@firela/api-types 0.0.0-canary.614ff760 → 0.0.0-canary.63a53b7d

package/src/generated/services.gen.ts

@@ -17,6 +17,8 @@ import type {
   AccountControllerCloseResponse,
   AccountControllerReopenData,
   AccountControllerReopenResponse,
+  AccountControllerAddOpeningBalanceData,
+  AccountControllerAddOpeningBalanceResponse,
   AccountStandardsControllerGetTemplatesData,
   AccountStandardsControllerGetTemplatesResponse,
   AccountStandardsControllerGetTemplateMetadataData,
@@ -97,6 +99,18 @@ import type {
   CommodityControllerGetOrCreateResponse,
   CommodityControllerBulkCreateData,
   CommodityControllerBulkCreateResponse,
+  PriceControllerCreateData,
+  PriceControllerCreateResponse,
+  PriceControllerFindAllData,
+  PriceControllerFindAllResponse,
+  PriceControllerFindOneData,
+  PriceControllerFindOneResponse,
+  PriceControllerUpdateData,
+  PriceControllerUpdateResponse,
+  PriceControllerDeleteData,
+  PriceControllerDeleteResponse,
+  PriceControllerBulkCreateData,
+  PriceControllerBulkCreateResponse,
   RecurringRuleControllerCreateData,
   RecurringRuleControllerCreateResponse,
   RecurringRuleControllerFindAllData,
@@ -171,6 +185,28 @@ import type {
   PropertyControllerUpdateResponse,
   PropertyControllerDeleteData,
   PropertyControllerDeleteResponse,
+  EventControllerCreateData,
+  EventControllerCreateResponse,
+  EventControllerFindAllData,
+  EventControllerFindAllResponse,
+  EventControllerFindOneData,
+  EventControllerFindOneResponse,
+  EventControllerUpdateData,
+  EventControllerUpdateResponse,
+  EventControllerDeleteData,
+  EventControllerDeleteResponse,
+  EventControllerGetSliceData,
+  EventControllerGetSliceResponse,
+  OnboardingControllerBootstrapData,
+  OnboardingControllerBootstrapResponse,
+  ReconciliationControllerComputeData,
+  ReconciliationControllerComputeResponse,
+  ReconciliationControllerAssertData,
+  ReconciliationControllerAssertResponse,
+  ReconciliationControllerPadData,
+  ReconciliationControllerPadResponse,
+  ReconciliationControllerHistoryData,
+  ReconciliationControllerHistoryResponse,
   ExportControllerExportBeancountResponse,
   FileImportControllerImportFileData,
   FileImportControllerImportFileResponse,
@@ -184,38 +220,56 @@ import type {
   ImporterConfigControllerUpdateConfigResponse,
   ImporterConfigControllerResetConfigData,
   ImporterConfigControllerResetConfigResponse,
-  PlatformControllerFindAllResponse,
-  PlatformControllerCreateData,
-  PlatformControllerCreateResponse,
-  PlatformControllerGetPlatformListResponse,
-  PlatformControllerMatchPlatformsData,
-  PlatformControllerMatchPlatformsResponse,
-  PlatformControllerUpdateData,
-  PlatformControllerUpdateResponse,
-  PlatformControllerDeleteData,
-  PlatformControllerDeleteResponse,
   ProviderSyncControllerSyncData,
   ProviderSyncControllerSyncResponse,
   ProviderSyncControllerGetSupportedProvidersData,
   ProviderSyncControllerGetSupportedProvidersResponse,
   ProviderSyncControllerIsProviderSupportedData,
   ProviderSyncControllerIsProviderSupportedResponse,
+  ExternalAccountLinkControllerCreateData,
+  ExternalAccountLinkControllerCreateResponse,
+  ExternalAccountLinkControllerFindAllData,
+  ExternalAccountLinkControllerFindAllResponse,
+  ExternalAccountLinkControllerFindOneData,
+  ExternalAccountLinkControllerFindOneResponse,
+  ExternalAccountLinkControllerRemoveData,
+  ExternalAccountLinkControllerRemoveResponse,
   TelemetryControllerReportTelemetryData,
   TelemetryControllerReportTelemetryResponse,
+  TelemetryControllerReportCoverageMissData,
+  TelemetryControllerReportCoverageMissResponse,
+  TelemetryControllerGetCoverageMetricsData,
+  TelemetryControllerGetCoverageMetricsResponse,
   NlpControllerProcessNaturalLanguageData,
   NlpControllerProcessNaturalLanguageResponse,
   NlpControllerClearSessionData,
   NlpControllerClearSessionResponse,
   NlpControllerGetSessionData,
   NlpControllerGetSessionResponse,
+  PlatformControllerFindAllResponse,
+  PlatformControllerCreateData,
+  PlatformControllerCreateResponse,
+  PlatformControllerGetPlatformListResponse,
+  PlatformControllerMatchPlatformsData,
+  PlatformControllerMatchPlatformsResponse,
+  PlatformControllerUpdateData,
+  PlatformControllerUpdateResponse,
+  PlatformControllerDeleteData,
+  PlatformControllerDeleteResponse,
   DashboardControllerGetNetWorthData,
   DashboardControllerGetNetWorthResponse,
   DashboardControllerGetAccountsData,
   DashboardControllerGetAccountsResponse,
   DashboardControllerGetCashFlowData,
   DashboardControllerGetCashFlowResponse,
+  DashboardControllerGetExpensesData,
+  DashboardControllerGetExpensesResponse,
+  HoldingPnlControllerGetHoldingPnlData,
+  HoldingPnlControllerGetHoldingPnlResponse,
   ReportingControllerGetPortfolioTrendsData,
   ReportingControllerGetPortfolioTrendsResponse,
+  ReportingControllerGetCashFlowTrendsData,
+  ReportingControllerGetCashFlowTrendsResponse,
   ReportingControllerGenerateSnapshotData,
   ReportingControllerGenerateSnapshotResponse,
   ReportingControllerBackfillSnapshotsData,
@@ -272,7 +326,7 @@ export class BeanAccountsService {
    * @param data.type Filter by account type
    * @param data.status Filter by status
    * @param data.isCustom Filter by custom (user-created) accounts only
-   * @param data.search Search term for path or i18nKey
+   * @param data.search Search term for account path
    * @param data.limit Maximum number of results
    * @param data.offset Number of results to skip
    * @returns AccountListResponseDto Accounts retrieved successfully
@@ -434,6 +488,35 @@ export class BeanAccountsService {
       }
     });
   }
+
+  /**
+   * Post an opening-balance transaction
+   * 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.
+   * @param data The data for the request.
+   * @param data.id Account UUID
+   * @param data.region Region code for tenant context
+   * @param data.requestBody
+   * @returns OpeningBalanceResultDto Opening-balance transaction created
+   * @throws ApiError
+   */
+  public static accountControllerAddOpeningBalance(
+    data: AccountControllerAddOpeningBalanceData
+  ): CancelablePromise<AccountControllerAddOpeningBalanceResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/{region}/bean/accounts/{id}/opening-balance',
+      path: {
+        id: data.id,
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        404: 'Account not found',
+        409: 'An opening balance already exists for this account'
+      }
+    });
+  }
 }
 
 export class BeanAccountStandardsService {
@@ -465,7 +548,7 @@ export class BeanAccountStandardsService {
 
   /**
    * Get template metadata for an account path
-   * Returns extendable status and root type for a template path.
+   * Returns root type for a template path.
    * @param data The data for the request.
    * @param data.region Region code for tenant context
    * @param data.path Account path to check
@@ -551,6 +634,7 @@ export class BeanTransactionsService {
    * @param data.status Filter by transaction status
    * @param data.search Search in narration and payee fields (max 200 chars)
    * @param data.accountId Filter by account ID (transactions with postings to this account)
+   * @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
    * @returns TransactionListResponseDto Transaction list
    * @throws ApiError
    */
@@ -570,7 +654,8 @@ export class BeanTransactionsService {
         dateTo: data.dateTo,
         status: data.status,
         search: data.search,
-        accountId: data.accountId
+        accountId: data.accountId,
+        category: data.category
       },
       errors: {
         400: 'Validation failed',
@@ -758,7 +843,7 @@ export class BeanBalancesService {
    * Query account balance
    * Calculate account balance at a specific date for a single currency
    * @param data The data for the request.
-   * @param data.account Account name (e.g., "Assets:Bank:Checking")
+   * @param data.account Account name (e.g., "Assets:Checking")
    * @param data.region Region code for tenant context
    * @param data.date Date to calculate balance at (ISO 8601 format)
    * @param data.currency Currency to query (e.g., "USD", "CNY")
@@ -1479,6 +1564,173 @@ export class BeanCommoditiesService {
   }
 }
 
+export class BeanPricesService {
+  /**
+   * Create a new price
+   * Creates a new price entry for the authenticated user
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context
+   * @param data.requestBody
+   * @returns PriceResponseDto Price created successfully
+   * @throws ApiError
+   */
+  public static priceControllerCreate(
+    data: PriceControllerCreateData
+  ): CancelablePromise<PriceControllerCreateResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/{region}/bean/prices',
+      path: {
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        404: 'Currency or quoteCurrency commodity not found',
+        409: 'Price already exists for this currency pair and date'
+      }
+    });
+  }
+
+  /**
+   * List user prices
+   * Returns all price entries for the authenticated user with optional filtering
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context
+   * @param data.currency Filter by currency (e.g., BTC, AAPL, USD)
+   * @param data.quoteCurrency Filter by quote currency (pricing currency, e.g., USD, CNY)
+   * @param data.dateFrom Filter prices from this date (ISO 8601 format)
+   * @param data.dateTo Filter prices to this date (ISO 8601 format)
+   * @param data.search Search term for currency or quoteCurrency (case-insensitive partial match)
+   * @param data.page Page number for pagination (default: 1)
+   * @param data.limit Number of items per page (default: 20, max: 100)
+   * @returns PriceListResponseDto Prices retrieved successfully
+   * @throws ApiError
+   */
+  public static priceControllerFindAll(
+    data: PriceControllerFindAllData
+  ): CancelablePromise<PriceControllerFindAllResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/{region}/bean/prices',
+      path: {
+        region: data.region
+      },
+      query: {
+        currency: data.currency,
+        quoteCurrency: data.quoteCurrency,
+        dateFrom: data.dateFrom,
+        dateTo: data.dateTo,
+        search: data.search,
+        page: data.page,
+        limit: data.limit
+      }
+    });
+  }
+
+  /**
+   * Get price by ID
+   * Returns a single price entry by its ID
+   * @param data The data for the request.
+   * @param data.id Price ID
+   * @param data.region Region code for tenant context
+   * @returns PriceResponseDto Price retrieved successfully
+   * @throws ApiError
+   */
+  public static priceControllerFindOne(
+    data: PriceControllerFindOneData
+  ): CancelablePromise<PriceControllerFindOneResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/{region}/bean/prices/{id}',
+      path: {
+        id: data.id,
+        region: data.region
+      },
+      errors: {
+        404: 'Price not found'
+      }
+    });
+  }
+
+  /**
+   * Update a price
+   * Updates an existing price entry
+   * @param data The data for the request.
+   * @param data.id Price ID
+   * @param data.region Region code for tenant context
+   * @param data.requestBody
+   * @returns PriceResponseDto Price updated successfully
+   * @throws ApiError
+   */
+  public static priceControllerUpdate(
+    data: PriceControllerUpdateData
+  ): CancelablePromise<PriceControllerUpdateResponse> {
+    return __request(OpenAPI, {
+      method: 'PUT',
+      url: '/api/v1/{region}/bean/prices/{id}',
+      path: {
+        id: data.id,
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        404: 'Price not found',
+        409: 'Updated price conflicts with existing price'
+      }
+    });
+  }
+
+  /**
+   * Delete a price
+   * Deletes a price entry (hard delete)
+   * @param data The data for the request.
+   * @param data.id Price ID
+   * @param data.region Region code for tenant context
+   * @returns void Price deleted successfully
+   * @throws ApiError
+   */
+  public static priceControllerDelete(
+    data: PriceControllerDeleteData
+  ): CancelablePromise<PriceControllerDeleteResponse> {
+    return __request(OpenAPI, {
+      method: 'DELETE',
+      url: '/api/v1/{region}/bean/prices/{id}',
+      path: {
+        id: data.id,
+        region: data.region
+      },
+      errors: {
+        404: 'Price not found'
+      }
+    });
+  }
+
+  /**
+   * Bulk create prices
+   * Creates multiple price entries at once (skips duplicates)
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context
+   * @param data.requestBody
+   * @returns PriceResponseDto Prices created successfully
+   * @throws ApiError
+   */
+  public static priceControllerBulkCreate(
+    data: PriceControllerBulkCreateData
+  ): CancelablePromise<PriceControllerBulkCreateResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/{region}/bean/prices/bulk',
+      path: {
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json'
+    });
+  }
+}
+
 export class RecurringRulesService {
   /**
    * Create a new recurring rule
@@ -2442,294 +2694,487 @@ export class PropertiesService {
   }
 }
 
-export class BeanExportService {
-  /**
-   * Export Beancount ledger as ZIP
-   * Export all user Beancount data as a ZIP file containing ledger.beancount and yearly files in community format.
-   * @returns unknown
-   * @throws ApiError
-   */
-  public static exportControllerExportBeancount(): CancelablePromise<ExportControllerExportBeancountResponse> {
-    return __request(OpenAPI, {
-      method: 'GET',
-      url: '/api/v1/{region}/bean/export/beancount'
-    });
-  }
-}
-
-export class BeanImportService {
+export class LifeEventsService {
   /**
-   * Import a bill file
-   * Upload and process a bill file (CSV, PDF, OFX, etc.). The system automatically identifies the file type, extracts transactions, validates them, and stores only validated transactions to the database. Maximum file size: 50MB. Only 1 import per user at a time (concurrent imports rejected with 429).
+   * Create a new life event
+   * Creates a new life event entry for the authenticated user. Returns ETag header carrying the row updatedAt.
    * @param data The data for the request.
-   * @param data.region Region code for tenant context
-   * @param data.formData Bill file to import
-   * @returns ImportResultDto File imported successfully
+   * @param data.region Region code for tenant context (decorative for life events)
+   * @param data.requestBody
+   * @returns EventResponseDto Life event created successfully
    * @throws ApiError
    */
-  public static fileImportControllerImportFile(
-    data: FileImportControllerImportFileData
-  ): CancelablePromise<FileImportControllerImportFileResponse> {
+  public static eventControllerCreate(
+    data: EventControllerCreateData
+  ): CancelablePromise<EventControllerCreateResponse> {
     return __request(OpenAPI, {
       method: 'POST',
-      url: '/api/v1/{region}/bean/import/file',
+      url: '/api/v1/{region}/bean/events',
       path: {
         region: data.region
       },
-      formData: data.formData,
-      mediaType: 'multipart/form-data',
+      body: data.requestBody,
+      mediaType: 'application/json',
       errors: {
-        400: 'Bad request - file-format-unsupported or file-import-failed',
-        413: 'Payload too large - file exceeds 50MB limit',
-        429: 'Too many requests - user already has import in progress',
-        500: 'Internal server error - DATABASE_ERROR'
+        409: 'Life event already exists for this (userId, type, date) combination'
       }
     });
   }
 
   /**
-   * Identify file type
-   * Upload a file to check if it can be processed by any registered importer. Does not perform actual import - useful for pre-validation. Uses user-specific importer configuration.
+   * List user life events
+   * Returns life events for the authenticated user with optional filtering by type, description search, and date range.
    * @param data The data for the request.
-   * @param data.region Region code for tenant context
-   * @param data.formData File to identify
-   * @returns IdentifyResultDto File identification result
+   * @param data.region Region code for tenant context (decorative for life events)
+   * @param data.type Filter by life event type (exact match)
+   * @param data.q Search term for description (case-insensitive partial match)
+   * @param data.from Filter life events from this date (ISO 8601 format)
+   * @param data.to Filter life events to this date (ISO 8601 format)
+   * @param data.page Page number for pagination (default: 1)
+   * @param data.limit Number of items per page (default: 20, max: 100)
+   * @returns EventListResponseDto Life events retrieved successfully
    * @throws ApiError
    */
-  public static fileImportControllerIdentifyFile(
-    data: FileImportControllerIdentifyFileData
-  ): CancelablePromise<FileImportControllerIdentifyFileResponse> {
+  public static eventControllerFindAll(
+    data: EventControllerFindAllData
+  ): CancelablePromise<EventControllerFindAllResponse> {
     return __request(OpenAPI, {
-      method: 'POST',
-      url: '/api/v1/{region}/bean/import/identify',
+      method: 'GET',
+      url: '/api/v1/{region}/bean/events',
       path: {
         region: data.region
       },
-      formData: data.formData,
-      mediaType: 'multipart/form-data',
-      errors: {
-        400: 'Bad request - No file uploaded'
+      query: {
+        type: data.type,
+        q: data.q,
+        from: data.from,
+        to: data.to,
+        page: data.page,
+        limit: data.limit
       }
     });
   }
 
   /**
-   * Import a Beancount file in community format
-   * Upload a .beancount file to import. The system parses community-format paths, converts to internal format using category metadata, auto-creates accounts, and imports transactions with deduplication. Maximum file size: 50MB. Only 1 import per user at a time.
+   * Get life event by ID
+   * Returns a single life event by its ID. Returns ETag header.
    * @param data The data for the request.
-   * @param data.region Region code for tenant context
-   * @param data.formData Beancount file to import
-   * @returns unknown Beancount file imported successfully
+   * @param data.id Life event ID
+   * @param data.region Region code for tenant context (decorative for life events)
+   * @returns EventResponseDto Life event retrieved successfully
    * @throws ApiError
    */
-  public static fileImportControllerImportBeancount(
-    data: FileImportControllerImportBeancountData
-  ): CancelablePromise<FileImportControllerImportBeancountResponse> {
+  public static eventControllerFindOne(
+    data: EventControllerFindOneData
+  ): CancelablePromise<EventControllerFindOneResponse> {
     return __request(OpenAPI, {
-      method: 'POST',
-      url: '/api/v1/{region}/bean/import/beancount',
+      method: 'GET',
+      url: '/api/v1/{region}/bean/events/{id}',
       path: {
+        id: data.id,
         region: data.region
       },
-      formData: data.formData,
-      mediaType: 'multipart/form-data',
       errors: {
-        400: 'Bad request - invalid file or no file uploaded'
+        404: 'Life event not found'
       }
     });
   }
 
   /**
-   * Get importer configuration
-   * Returns the current configuration for the specified importer. Creates default configuration if none exists.
+   * Update a life event
+   * Updates an existing life event. If If-Match header is provided, performs optimistic concurrency check; mismatched updatedAt returns 412.
    * @param data The data for the request.
-   * @param data.importerId Importer identifier. Supported importers: alipay, alipay-web, wechat, boc, boc-credit, ccb, cmb, cmbc, cmbc-credit, icbc, icbc-credit, hsbc-hk-credit, hsbc-hk-debit
-   * @param data.region Region code for tenant context
-   * @returns ImporterConfigDto Configuration retrieved successfully
+   * @param data.id Life event ID
+   * @param data.region Region code for tenant context (decorative for life events)
+   * @param data.requestBody
+   * @returns EventResponseDto Life event updated successfully
    * @throws ApiError
    */
-  public static importerConfigControllerGetConfig(
-    data: ImporterConfigControllerGetConfigData
-  ): CancelablePromise<ImporterConfigControllerGetConfigResponse> {
+  public static eventControllerUpdate(
+    data: EventControllerUpdateData
+  ): CancelablePromise<EventControllerUpdateResponse> {
     return __request(OpenAPI, {
-      method: 'GET',
-      url: '/api/v1/{region}/bean/import/config/{importerId}',
+      method: 'PUT',
+      url: '/api/v1/{region}/bean/events/{id}',
       path: {
-        importerId: data.importerId,
+        id: data.id,
         region: data.region
       },
+      body: data.requestBody,
+      mediaType: 'application/json',
       errors: {
-        400: 'Invalid input - Unsupported importer',
-        401: 'Unauthorized - Authentication required'
+        400: 'If-Match header is not a valid ISO 8601 date',
+        404: 'Life event not found',
+        409: 'Updated event conflicts with an existing (userId, type, date) combination',
+        412: 'If-Match precondition failed (updatedAt mismatch)'
       }
     });
   }
 
   /**
-   * Update importer configuration
-   * Updates the configuration for the specified importer. Partial updates are supported.
+   * Delete a life event
+   * Deletes a life event entry (hard delete). Returns 204.
    * @param data The data for the request.
-   * @param data.importerId Importer identifier. Supported importers: alipay, alipay-web, wechat, boc, boc-credit, ccb, cmb, cmbc, cmbc-credit, icbc, icbc-credit, hsbc-hk-credit, hsbc-hk-debit
-   * @param data.region Region code for tenant context
-   * @param data.requestBody Partial configuration update. Only provided fields will be updated.
-   * @returns ImporterConfigDto Configuration updated successfully
+   * @param data.id Life event ID
+   * @param data.region Region code for tenant context (decorative for life events)
+   * @returns void Life event deleted successfully
    * @throws ApiError
    */
-  public static importerConfigControllerUpdateConfig(
-    data: ImporterConfigControllerUpdateConfigData
-  ): CancelablePromise<ImporterConfigControllerUpdateConfigResponse> {
+  public static eventControllerDelete(
+    data: EventControllerDeleteData
+  ): CancelablePromise<EventControllerDeleteResponse> {
     return __request(OpenAPI, {
-      method: 'PUT',
-      url: '/api/v1/{region}/bean/import/config/{importerId}',
+      method: 'DELETE',
+      url: '/api/v1/{region}/bean/events/{id}',
       path: {
-        importerId: data.importerId,
+        id: data.id,
         region: data.region
       },
-      body: data.requestBody,
-      mediaType: 'application/json',
       errors: {
-        400: 'Invalid input - Validation failed',
-        404: 'Configuration not found'
+        404: 'Life event not found'
       }
     });
   }
 
   /**
-   * Reset configuration to default
-   * Resets the configuration for the specified importer to default values. This operation overwrites all existing configuration.
+   * Slice time-series by a life event (Phase 79)
+   * Returns aggregated time-series for postings matching accountPattern within the half-open date range of the given life event.
+   * @param data The data for the request.
+   * @param data.id Life event ID
+   * @param data.accountPattern
+   * @param data.granularity
+   * @param data.region Region code for tenant context (decorative for life events)
+   * @returns unknown Time-series sliced by the life event range
+   * @throws ApiError
+   */
+  public static eventControllerGetSlice(
+    data: EventControllerGetSliceData
+  ): CancelablePromise<EventControllerGetSliceResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/{region}/bean/events/{id}/slice',
+      path: {
+        id: data.id,
+        region: data.region
+      },
+      query: {
+        accountPattern: data.accountPattern,
+        granularity: data.granularity
+      },
+      errors: {
+        400: 'accountPattern query param is empty',
+        404: 'Life event not found'
+      }
+    });
+  }
+}
+
+export class OnboardingService {
+  /**
+   * Bootstrap core accounts + register asset accounts with opening balances (ADR-0113)
    * @param data The data for the request.
-   * @param data.importerId Importer identifier. Supported importers: alipay, alipay-web, wechat, boc, boc-credit, ccb, cmb, cmbc, cmbc-credit, icbc, icbc-credit, hsbc-hk-credit, hsbc-hk-debit
    * @param data.region Region code for tenant context
-   * @returns ImporterConfigDto Configuration reset successfully
+   * @param data.requestBody
+   * @returns unknown Onboarding bootstrap result.
    * @throws ApiError
    */
-  public static importerConfigControllerResetConfig(
-    data: ImporterConfigControllerResetConfigData
-  ): CancelablePromise<ImporterConfigControllerResetConfigResponse> {
+  public static onboardingControllerBootstrap(
+    data: OnboardingControllerBootstrapData
+  ): CancelablePromise<OnboardingControllerBootstrapResponse> {
     return __request(OpenAPI, {
       method: 'POST',
-      url: '/api/v1/{region}/bean/import/config/{importerId}/reset',
+      url: '/api/v1/{region}/bean/onboarding',
       path: {
-        importerId: data.importerId,
         region: data.region
       },
+      body: data.requestBody,
+      mediaType: 'application/json',
       errors: {
-        400: 'Invalid input - Unsupported importer'
+        422: 'Invalid region/account path/duplicate paths.'
       }
     });
   }
 }
 
-export class BeanPlatformsService {
+export class BalanceReconciliationService {
   /**
-   * Get all platforms with statistics
-   * @returns unknown List of platforms with binding and account counts
+   * Preview reconciliation (book vs actual)
+   * Computes book balance, diff, Beancount-inferred tolerance, and suggested action without persisting.
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context (decorative for reconciliation)
+   * @param data.requestBody
+   * @returns ReconciliationComputeResultDto Reconciliation preview
    * @throws ApiError
    */
-  public static platformControllerFindAll(): CancelablePromise<PlatformControllerFindAllResponse> {
+  public static reconciliationControllerCompute(
+    data: ReconciliationControllerComputeData
+  ): CancelablePromise<ReconciliationControllerComputeResponse> {
     return __request(OpenAPI, {
-      method: 'GET',
-      url: '/api/v1/bean/platforms'
+      method: 'POST',
+      url: '/api/v1/{region}/bean/reconciliations',
+      path: {
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        404: 'Account not found'
+      }
     });
   }
 
   /**
-   * Create a new platform
+   * Record a balance assertion
+   * Persists the reconciliation as a BeanBalance assertion (amount = actual, diffAmount = book − actual). Re-reconciling the same day/currency upserts.
    * @param data The data for the request.
+   * @param data.region Region code for tenant context (decorative for reconciliation)
    * @param data.requestBody
-   * @returns unknown Platform created successfully
+   * @returns ReconciliationRecordDto Balance assertion recorded
    * @throws ApiError
    */
-  public static platformControllerCreate(
-    data: PlatformControllerCreateData
-  ): CancelablePromise<PlatformControllerCreateResponse> {
+  public static reconciliationControllerAssert(
+    data: ReconciliationControllerAssertData
+  ): CancelablePromise<ReconciliationControllerAssertResponse> {
     return __request(OpenAPI, {
       method: 'POST',
-      url: '/api/v1/bean/platforms',
+      url: '/api/v1/{region}/bean/reconciliations/assert',
+      path: {
+        region: data.region
+      },
       body: data.requestBody,
       mediaType: 'application/json',
       errors: {
-        409: 'Platform already exists'
+        404: 'Account not found'
       }
     });
   }
 
   /**
-   * Get platform list for current user
-   * @returns unknown List of platforms with user binding status
+   * Generate a pad adjusting entry
+   * When book is outside tolerance, synthesizes a Beancount pad transaction (flag P) booking the diff from source_account and persists it. Source defaults to Equity:Opening-Balances.
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context (decorative for reconciliation)
+   * @param data.requestBody
+   * @returns PadResultDto Pad adjusting entry generated
    * @throws ApiError
    */
-  public static platformControllerGetPlatformList(): CancelablePromise<PlatformControllerGetPlatformListResponse> {
+  public static reconciliationControllerPad(
+    data: ReconciliationControllerPadData
+  ): CancelablePromise<ReconciliationControllerPadResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/{region}/bean/reconciliations/pad',
+      path: {
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        400: 'Book already within tolerance — no pad needed',
+        404: 'Account not found'
+      }
+    });
+  }
+
+  /**
+   * List reconciliation history for an account
+   * Returns recorded balance assertions (most recent first). The latest drives the account-detail "Last <date>" badge.
+   * @param data The data for the request.
+   * @param data.accountId BeanAccount id
+   * @param data.region Region code for tenant context (decorative for reconciliation)
+   * @returns ReconciliationRecordDto Reconciliation history
+   * @throws ApiError
+   */
+  public static reconciliationControllerHistory(
+    data: ReconciliationControllerHistoryData
+  ): CancelablePromise<ReconciliationControllerHistoryResponse> {
     return __request(OpenAPI, {
       method: 'GET',
-      url: '/api/v1/bean/platforms/list'
+      url: '/api/v1/{region}/bean/accounts/{accountId}/reconciliations',
+      path: {
+        accountId: data.accountId,
+        region: data.region
+      },
+      errors: {
+        404: 'Account not found'
+      }
     });
   }
+}
 
+export class BeanExportService {
   /**
-   * Match platforms by name or alias
+   * Export Beancount ledger as ZIP
+   * Export all user Beancount data as a ZIP file containing ledger.beancount and yearly files in community format.
+   * @returns unknown
+   * @throws ApiError
+   */
+  public static exportControllerExportBeancount(): CancelablePromise<ExportControllerExportBeancountResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/{region}/bean/export/beancount'
+    });
+  }
+}
+
+export class BeanImportService {
+  /**
+   * Import a bill file
+   * Upload and process a bill file (CSV, PDF, OFX, etc.). The system automatically identifies the file type, extracts transactions, validates them, and stores only validated transactions to the database. Maximum file size: 50MB. Only 1 import per user at a time (concurrent imports rejected with 429).
    * @param data The data for the request.
-   * @param data.q Search query — Chinese name, English name, or abbreviation
-   * @param data.region Region code for category override lookup
-   * @returns unknown List of matching platforms with suggested segment names
+   * @param data.region Region code for tenant context
+   * @param data.formData Bill file to import
+   * @returns ImportResultDto File imported successfully
    * @throws ApiError
    */
-  public static platformControllerMatchPlatforms(
-    data: PlatformControllerMatchPlatformsData
-  ): CancelablePromise<PlatformControllerMatchPlatformsResponse> {
+  public static fileImportControllerImportFile(
+    data: FileImportControllerImportFileData
+  ): CancelablePromise<FileImportControllerImportFileResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/{region}/bean/import/file',
+      path: {
+        region: data.region
+      },
+      formData: data.formData,
+      mediaType: 'multipart/form-data',
+      errors: {
+        400: 'Bad request - file-format-unsupported or file-import-failed',
+        413: 'Payload too large - file exceeds 50MB limit',
+        429: 'Too many requests - user already has import in progress',
+        500: 'Internal server error - DATABASE_ERROR'
+      }
+    });
+  }
+
+  /**
+   * Identify file type
+   * Upload a file to check if it can be processed by any registered importer. Does not perform actual import - useful for pre-validation. Uses user-specific importer configuration.
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context
+   * @param data.formData File to identify
+   * @returns IdentifyResultDto File identification result
+   * @throws ApiError
+   */
+  public static fileImportControllerIdentifyFile(
+    data: FileImportControllerIdentifyFileData
+  ): CancelablePromise<FileImportControllerIdentifyFileResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/{region}/bean/import/identify',
+      path: {
+        region: data.region
+      },
+      formData: data.formData,
+      mediaType: 'multipart/form-data',
+      errors: {
+        400: 'Bad request - No file uploaded'
+      }
+    });
+  }
+
+  /**
+   * Import a Beancount file in community format
+   * Upload a .beancount file to import. The system parses community-format paths, converts to internal format using category metadata, auto-creates accounts, and imports transactions with deduplication. Maximum file size: 50MB. Only 1 import per user at a time.
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context
+   * @param data.formData Beancount file to import
+   * @returns unknown Beancount file imported successfully
+   * @throws ApiError
+   */
+  public static fileImportControllerImportBeancount(
+    data: FileImportControllerImportBeancountData
+  ): CancelablePromise<FileImportControllerImportBeancountResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/{region}/bean/import/beancount',
+      path: {
+        region: data.region
+      },
+      formData: data.formData,
+      mediaType: 'multipart/form-data',
+      errors: {
+        400: 'Bad request - invalid file or no file uploaded'
+      }
+    });
+  }
+
+  /**
+   * Get importer configuration
+   * Returns the current configuration for the specified importer. Creates default configuration if none exists.
+   * @param data The data for the request.
+   * @param data.importerId Importer identifier. Supported importers: alipay, alipay-web, wechat, boc, boc-credit, ccb, cmb, cmbc, cmbc-credit, icbc, icbc-credit, hsbc-hk-credit, hsbc-hk-debit
+   * @param data.region Region code for tenant context
+   * @returns ImporterConfigDto Configuration retrieved successfully
+   * @throws ApiError
+   */
+  public static importerConfigControllerGetConfig(
+    data: ImporterConfigControllerGetConfigData
+  ): CancelablePromise<ImporterConfigControllerGetConfigResponse> {
     return __request(OpenAPI, {
       method: 'GET',
-      url: '/api/v1/bean/platforms/match',
-      query: {
-        q: data.q,
+      url: '/api/v1/{region}/bean/import/config/{importerId}',
+      path: {
+        importerId: data.importerId,
         region: data.region
+      },
+      errors: {
+        400: 'Invalid input - Unsupported importer',
+        401: 'Unauthorized - Authentication required'
       }
     });
   }
 
   /**
-   * Update a platform
+   * Update importer configuration
+   * Updates the configuration for the specified importer. Partial updates are supported.
    * @param data The data for the request.
-   * @param data.id Platform ID
-   * @param data.requestBody
-   * @returns unknown Platform updated successfully
+   * @param data.importerId Importer identifier. Supported importers: alipay, alipay-web, wechat, boc, boc-credit, ccb, cmb, cmbc, cmbc-credit, icbc, icbc-credit, hsbc-hk-credit, hsbc-hk-debit
+   * @param data.region Region code for tenant context
+   * @param data.requestBody Partial configuration update. Only provided fields will be updated.
+   * @returns ImporterConfigDto Configuration updated successfully
    * @throws ApiError
    */
-  public static platformControllerUpdate(
-    data: PlatformControllerUpdateData
-  ): CancelablePromise<PlatformControllerUpdateResponse> {
+  public static importerConfigControllerUpdateConfig(
+    data: ImporterConfigControllerUpdateConfigData
+  ): CancelablePromise<ImporterConfigControllerUpdateConfigResponse> {
     return __request(OpenAPI, {
       method: 'PUT',
-      url: '/api/v1/bean/platforms/{id}',
+      url: '/api/v1/{region}/bean/import/config/{importerId}',
       path: {
-        id: data.id
+        importerId: data.importerId,
+        region: data.region
       },
       body: data.requestBody,
       mediaType: 'application/json',
       errors: {
-        404: 'Platform not found'
+        400: 'Invalid input - Validation failed',
+        404: 'Configuration not found'
       }
     });
   }
 
   /**
-   * Delete a platform
+   * Reset configuration to default
+   * Resets the configuration for the specified importer to default values. This operation overwrites all existing configuration.
    * @param data The data for the request.
-   * @param data.id Platform ID
-   * @returns void Platform deleted successfully
+   * @param data.importerId Importer identifier. Supported importers: alipay, alipay-web, wechat, boc, boc-credit, ccb, cmb, cmbc, cmbc-credit, icbc, icbc-credit, hsbc-hk-credit, hsbc-hk-debit
+   * @param data.region Region code for tenant context
+   * @returns ImporterConfigDto Configuration reset successfully
    * @throws ApiError
    */
-  public static platformControllerDelete(
-    data: PlatformControllerDeleteData
-  ): CancelablePromise<PlatformControllerDeleteResponse> {
+  public static importerConfigControllerResetConfig(
+    data: ImporterConfigControllerResetConfigData
+  ): CancelablePromise<ImporterConfigControllerResetConfigResponse> {
     return __request(OpenAPI, {
-      method: 'DELETE',
-      url: '/api/v1/bean/platforms/{id}',
+      method: 'POST',
+      url: '/api/v1/{region}/bean/import/config/{importerId}/reset',
       path: {
-        id: data.id
+        importerId: data.importerId,
+        region: data.region
       },
       errors: {
-        404: 'Platform not found'
+        400: 'Invalid input - Unsupported importer'
       }
     });
   }
@@ -2761,7 +3206,7 @@ export class ProviderSyncService {
    *
    * @param data The data for the request.
    * @param data.providerName Provider name
-   * @param data.region Region code
+   * @param data.region Region code for tenant context
    * @param data.requestBody
    * @returns ProviderSyncResponseDto Sync completed successfully
    * @throws ApiError
@@ -2773,63 +3218,158 @@ export class ProviderSyncService {
       method: 'POST',
       url: '/api/v1/{region}/bean/import/provider/{providerName}/sync',
       path: {
-        providerName: data.providerName,
+        providerName: data.providerName,
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        400: 'Invalid request data',
+        401: 'Missing or invalid authentication',
+        404: 'Provider not supported'
+      }
+    });
+  }
+
+  /**
+   * Get supported providers
+   * Returns a list of all providers supported by the sync endpoint.
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context
+   * @returns SupportedProvidersResponseDto List of supported providers
+   * @throws ApiError
+   */
+  public static providerSyncControllerGetSupportedProviders(
+    data: ProviderSyncControllerGetSupportedProvidersData
+  ): CancelablePromise<ProviderSyncControllerGetSupportedProvidersResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/{region}/bean/import/provider/supported',
+      path: {
+        region: data.region
+      },
+      errors: {
+        401: 'Missing or invalid authentication'
+      }
+    });
+  }
+
+  /**
+   * Check if provider is supported
+   * Returns whether a specific provider is supported.
+   * @param data The data for the request.
+   * @param data.providerName Provider name to check
+   * @param data.region Region code for tenant context
+   * @returns unknown Provider support status
+   * @throws ApiError
+   */
+  public static providerSyncControllerIsProviderSupported(
+    data: ProviderSyncControllerIsProviderSupportedData
+  ): CancelablePromise<ProviderSyncControllerIsProviderSupportedResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/{region}/bean/import/provider/{providerName}/supported',
+      path: {
+        providerName: data.providerName,
+        region: data.region
+      },
+      errors: {
+        401: 'Missing or invalid authentication'
+      }
+    });
+  }
+}
+
+export class ExternalAccountLinksService {
+  /**
+   * Create an external account → BeanAccount mapping (ADR-0113)
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context
+   * @param data.requestBody
+   * @returns ExternalAccountLinkResponseDto Link created.
+   * @throws ApiError
+   */
+  public static externalAccountLinkControllerCreate(
+    data: ExternalAccountLinkControllerCreateData
+  ): CancelablePromise<ExternalAccountLinkControllerCreateResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/{region}/bean/external-account-links',
+      path: {
         region: data.region
       },
       body: data.requestBody,
       mediaType: 'application/json',
       errors: {
-        400: 'Invalid request data',
-        401: 'Missing or invalid authentication',
-        404: 'Provider not supported'
+        422: 'beanAccountId not owned, or an active link already exists.'
       }
     });
   }
 
   /**
-   * Get supported providers
-   * Returns a list of all providers supported by the sync endpoint.
+   * List the user's active external account links
    * @param data The data for the request.
+   * @param data.provider
    * @param data.region Region code for tenant context
-   * @returns SupportedProvidersResponseDto List of supported providers
+   * @returns ExternalAccountLinkListResponseDto Links retrieved.
    * @throws ApiError
    */
-  public static providerSyncControllerGetSupportedProviders(
-    data: ProviderSyncControllerGetSupportedProvidersData
-  ): CancelablePromise<ProviderSyncControllerGetSupportedProvidersResponse> {
+  public static externalAccountLinkControllerFindAll(
+    data: ExternalAccountLinkControllerFindAllData
+  ): CancelablePromise<ExternalAccountLinkControllerFindAllResponse> {
     return __request(OpenAPI, {
       method: 'GET',
-      url: '/api/v1/{region}/bean/import/provider/supported',
+      url: '/api/v1/{region}/bean/external-account-links',
       path: {
         region: data.region
       },
-      errors: {
-        401: 'Missing or invalid authentication'
+      query: {
+        provider: data.provider
       }
     });
   }
 
   /**
-   * Check if provider is supported
-   * Returns whether a specific provider is supported.
+   * Get a single external account link
    * @param data The data for the request.
-   * @param data.providerName Provider name to check
+   * @param data.id
    * @param data.region Region code for tenant context
-   * @returns unknown Provider support status
+   * @returns ExternalAccountLinkResponseDto Link retrieved.
    * @throws ApiError
    */
-  public static providerSyncControllerIsProviderSupported(
-    data: ProviderSyncControllerIsProviderSupportedData
-  ): CancelablePromise<ProviderSyncControllerIsProviderSupportedResponse> {
+  public static externalAccountLinkControllerFindOne(
+    data: ExternalAccountLinkControllerFindOneData
+  ): CancelablePromise<ExternalAccountLinkControllerFindOneResponse> {
     return __request(OpenAPI, {
       method: 'GET',
-      url: '/api/v1/{region}/bean/import/provider/{providerName}/supported',
+      url: '/api/v1/{region}/bean/external-account-links/{id}',
       path: {
-        providerName: data.providerName,
+        id: data.id,
         region: data.region
       },
       errors: {
-        401: 'Missing or invalid authentication'
+        422: 'Link not found or not owned by the user.'
+      }
+    });
+  }
+
+  /**
+   * Soft-delete (disconnect) an external account link
+   * @param data The data for the request.
+   * @param data.id
+   * @param data.region Region code for tenant context
+   * @returns void Link soft-deleted; historical transactions are unaffected.
+   * @throws ApiError
+   */
+  public static externalAccountLinkControllerRemove(
+    data: ExternalAccountLinkControllerRemoveData
+  ): CancelablePromise<ExternalAccountLinkControllerRemoveResponse> {
+    return __request(OpenAPI, {
+      method: 'DELETE',
+      url: '/api/v1/{region}/bean/external-account-links/{id}',
+      path: {
+        id: data.id,
+        region: data.region
       }
     });
   }
@@ -2860,6 +3400,54 @@ export class ImportTelemetryService {
       }
     });
   }
+
+  /**
+   * Receive anonymous zero-hit coverage miss report
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context
+   * @param data.requestBody
+   * @returns unknown Coverage miss report received
+   * @throws ApiError
+   */
+  public static telemetryControllerReportCoverageMiss(
+    data: TelemetryControllerReportCoverageMissData
+  ): CancelablePromise<TelemetryControllerReportCoverageMissResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/{region}/bean/import/parser-coverage-miss',
+      path: {
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        401: 'Unauthorized'
+      }
+    });
+  }
+
+  /**
+   * Coverage metrics (uncovered format aggregation)
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context
+   * @param data.topN Top-N uncovered formats (default 10)
+   * @returns unknown Coverage metrics
+   * @throws ApiError
+   */
+  public static telemetryControllerGetCoverageMetrics(
+    data: TelemetryControllerGetCoverageMetricsData
+  ): CancelablePromise<TelemetryControllerGetCoverageMetricsResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/{region}/bean/import/parser-coverage-metrics',
+      path: {
+        region: data.region
+      },
+      query: {
+        topN: data.topN
+      }
+    });
+  }
 }
 
 export class BeanNlpService {
@@ -2945,6 +3533,121 @@ export class BeanNlpService {
   }
 }
 
+export class BeanPlatformsService {
+  /**
+   * Get all platforms with statistics
+   * @returns unknown List of platforms with binding and account counts
+   * @throws ApiError
+   */
+  public static platformControllerFindAll(): CancelablePromise<PlatformControllerFindAllResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/bean/platforms'
+    });
+  }
+
+  /**
+   * Create a new platform
+   * @param data The data for the request.
+   * @param data.requestBody
+   * @returns unknown Platform created successfully
+   * @throws ApiError
+   */
+  public static platformControllerCreate(
+    data: PlatformControllerCreateData
+  ): CancelablePromise<PlatformControllerCreateResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/bean/platforms',
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        409: 'Platform already exists'
+      }
+    });
+  }
+
+  /**
+   * Get platform list for current user
+   * @returns unknown List of platforms with user binding status
+   * @throws ApiError
+   */
+  public static platformControllerGetPlatformList(): CancelablePromise<PlatformControllerGetPlatformListResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/bean/platforms/list'
+    });
+  }
+
+  /**
+   * Match platforms by name or alias
+   * @param data The data for the request.
+   * @param data.q Search query — Chinese name, English name, or abbreviation
+   * @param data.region Region code for category override lookup
+   * @returns unknown List of matching platforms with suggested segment names
+   * @throws ApiError
+   */
+  public static platformControllerMatchPlatforms(
+    data: PlatformControllerMatchPlatformsData
+  ): CancelablePromise<PlatformControllerMatchPlatformsResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/bean/platforms/match',
+      query: {
+        q: data.q,
+        region: data.region
+      }
+    });
+  }
+
+  /**
+   * Update a platform
+   * @param data The data for the request.
+   * @param data.id Platform ID
+   * @param data.requestBody
+   * @returns unknown Platform updated successfully
+   * @throws ApiError
+   */
+  public static platformControllerUpdate(
+    data: PlatformControllerUpdateData
+  ): CancelablePromise<PlatformControllerUpdateResponse> {
+    return __request(OpenAPI, {
+      method: 'PUT',
+      url: '/api/v1/bean/platforms/{id}',
+      path: {
+        id: data.id
+      },
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        404: 'Platform not found'
+      }
+    });
+  }
+
+  /**
+   * Delete a platform
+   * @param data The data for the request.
+   * @param data.id Platform ID
+   * @returns void Platform deleted successfully
+   * @throws ApiError
+   */
+  public static platformControllerDelete(
+    data: PlatformControllerDeleteData
+  ): CancelablePromise<PlatformControllerDeleteResponse> {
+    return __request(OpenAPI, {
+      method: 'DELETE',
+      url: '/api/v1/bean/platforms/{id}',
+      path: {
+        id: data.id
+      },
+      errors: {
+        404: 'Platform not found'
+      }
+    });
+  }
+}
+
 export class DashboardService {
   /**
    * Get net worth overview
@@ -2980,6 +3683,7 @@ export class DashboardService {
    * @param data.region Region code for tenant context
    * @param data.groupBy Grouping strategy
    * @param data.date Date for balance calculation (ISO 8601 format)
+   * @param data.accountId Scope to a single account (only valid with groupBy=holdingAssetClass, ADR-0105 §6)
    * @returns unknown Accounts retrieved successfully. Response type depends on groupBy parameter.
    * @throws ApiError
    */
@@ -2994,7 +3698,8 @@ export class DashboardService {
       },
       query: {
         groupBy: data.groupBy,
-        date: data.date
+        date: data.date,
+        accountId: data.accountId
       },
       errors: {
         401: 'User not authenticated'
@@ -3029,6 +3734,72 @@ export class DashboardService {
       }
     });
   }
+
+  /**
+   * Get expenses/income grouped by functional category
+   * Returns amounts pre-aggregated by functional category (account-path Group segment) with server-side multi-currency conversion. flow=expense (default) aggregates ^Expenses: accounts; flow=income aggregates ^Income: accounts (issue #518)
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context
+   * @param data.groupBy Grouping strategy
+   * @param data.period Time window (1m = current calendar month)
+   * @param data.flow Account root to aggregate (expense → ^Expenses:, income → ^Income:)
+   * @returns ExpensesByCategoryResponseDto Expenses retrieved successfully
+   * @throws ApiError
+   */
+  public static dashboardControllerGetExpenses(
+    data: DashboardControllerGetExpensesData
+  ): CancelablePromise<DashboardControllerGetExpensesResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/{region}/dashboard/expenses',
+      path: {
+        region: data.region
+      },
+      query: {
+        groupBy: data.groupBy,
+        period: data.period,
+        flow: data.flow
+      },
+      errors: {
+        400: 'Invalid groupBy or period',
+        401: 'User not authenticated'
+      }
+    });
+  }
+}
+
+export class InvestmentService {
+  /**
+   * Get per-holding unrealized + realized P&L
+   * Average-cost unrealized P&L per account × commodity, plus cumulative realized P&L on sold lots (method = FIFO | average, default average).
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context
+   * @param data.asOf As-of date (ISO 8601), defaults to today
+   * @param data.accountId Scope to a single account
+   * @param data.method Realized-P&L lot-matching method (default average). Does not affect the average-cost unrealized basis.
+   * @returns HoldingPnlResponseDto Holding P&L retrieved successfully
+   * @throws ApiError
+   */
+  public static holdingPnlControllerGetHoldingPnl(
+    data: HoldingPnlControllerGetHoldingPnlData
+  ): CancelablePromise<HoldingPnlControllerGetHoldingPnlResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/{region}/investment/holdings/pnl',
+      path: {
+        region: data.region
+      },
+      query: {
+        asOf: data.asOf,
+        accountId: data.accountId,
+        method: data.method
+      },
+      errors: {
+        400: 'Invalid asOf format/value/future date, invalid accountId format, or unsupported method',
+        401: 'User not authenticated'
+      }
+    });
+  }
 }
 
 export class ReportingService {
@@ -3072,6 +3843,42 @@ export class ReportingService {
     });
   }
 
+  /**
+   * Get cash-flow trends
+   *
+   * Monthly income / expense / netSavings over a fixed N-month window
+   * (current month + N−1 prior). Missing months are zero-filled (flow metric).
+   *
+   * **Parameters:**
+   * - `period`: 1m | 3m | 6m | 1y (default 6m)
+   * - `granularity`: accepted for API symmetry; v1 returns month buckets
+   *
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context
+   * @param data.period Time period
+   * @param data.granularity Data granularity (accepted for API symmetry; v1 returns month buckets)
+   * @returns CashFlowTrendsResponseDto Cash-flow trends retrieved successfully
+   * @throws ApiError
+   */
+  public static reportingControllerGetCashFlowTrends(
+    data: ReportingControllerGetCashFlowTrendsData
+  ): CancelablePromise<ReportingControllerGetCashFlowTrendsResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/{region}/reporting/cash-flow/trends',
+      path: {
+        region: data.region
+      },
+      query: {
+        period: data.period,
+        granularity: data.granularity
+      },
+      errors: {
+        401: 'User not authenticated'
+      }
+    });
+  }
+
   /**
    * Generate portfolio snapshot
    *