@firela/api-types 0.0.0-canary.61d59b77 → 0.0.0-canary.6226daa

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@@ -57,6 +57,48 @@ import type {
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  ReviewControllerUndoResponse,
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  ReviewControllerBatchResolveData,
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  ReviewControllerBatchResolveResponse,
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+ TransactionRuleControllerCreateData,
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+ TransactionRuleControllerCreateResponse,
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+ TransactionRuleControllerListData,
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+ TransactionRuleControllerListResponse,
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+ TransactionRuleControllerValidateData,
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+ TransactionRuleControllerValidateResponse,
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+ TransactionRuleControllerBulkCreateData,
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+ TransactionRuleControllerBulkCreateResponse,
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+ TransactionRuleControllerExportData,
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+ TransactionRuleControllerExportResponse,
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+ TransactionRuleControllerGetStatisticsData,
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+ TransactionRuleControllerGetStatisticsResponse,
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+ TransactionRuleControllerGetDetailData,
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+ TransactionRuleControllerGetDetailResponse,
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+ TransactionRuleControllerUpdateData,
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+ TransactionRuleControllerUpdateResponse,
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+ TransactionRuleControllerDeleteData,
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+ TransactionRuleControllerDeleteResponse,
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+ TransactionRuleControllerTestData,
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+ TransactionRuleControllerTestResponse,
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+ UserControllerDeleteOwnUserData,
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+ UserControllerDeleteOwnUserResponse,
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+ UserControllerGetUserData,
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+ UserControllerGetUserResponse,
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+ UserControllerSignupUserData,
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+ UserControllerSignupUserResponse,
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+ UserControllerDeleteUserData,
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+ UserControllerDeleteUserResponse,
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+ UserControllerGetUserInfoData,
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+ UserControllerGetUserInfoResponse,
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+ UserControllerUpdateUserSettingData,
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+ UserControllerUpdateUserSettingResponse,
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+ UserControllerGetAllUserSettingsByPageData,
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+ UserControllerGetAllUserSettingsByPageResponse,
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+ UserControllerGetAssetLiabilitySummaryResponse,
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+ PropertyControllerGetAllResponse,
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+ PropertyControllerGetByKeyData,
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+ PropertyControllerGetByKeyResponse,
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+ PropertyControllerUpdateData,
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+ PropertyControllerUpdateResponse,
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+ PropertyControllerDeleteData,
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+ PropertyControllerDeleteResponse,
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  PayeeControllerCreateData,
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  PayeeControllerCreateResponse,
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  PayeeControllerFindAllData,
@@ -85,6 +127,7 @@ import type {
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  PayeeProfileAdminControllerVerifyResponse,
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  PayeeProfileAdminControllerUnverifyData,
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  PayeeProfileAdminControllerUnverifyResponse,
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+ PayeeProfileControllerListActiveResponse,
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  CommodityControllerCreateData,
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  CommodityControllerCreateResponse,
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  CommodityControllerFindAllData,
@@ -99,6 +142,14 @@ import type {
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  CommodityControllerGetOrCreateResponse,
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  CommodityControllerBulkCreateData,
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  CommodityControllerBulkCreateResponse,
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+ ReportingControllerGetPortfolioTrendsData,
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+ ReportingControllerGetPortfolioTrendsResponse,
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+ ReportingControllerGetCashFlowTrendsData,
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+ ReportingControllerGetCashFlowTrendsResponse,
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+ ReportingControllerGenerateSnapshotData,
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+ ReportingControllerGenerateSnapshotResponse,
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+ ReportingControllerBackfillSnapshotsData,
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+ ReportingControllerBackfillSnapshotsResponse,
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  PriceControllerCreateData,
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  PriceControllerCreateResponse,
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  PriceControllerFindAllData,
@@ -143,56 +194,8 @@ import type {
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  ExpectedTransactionControllerEnterNowResponse,
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  ForecastControllerGetForecastData,
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  ForecastControllerGetForecastResponse,
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- ReportingControllerGetPortfolioTrendsData,
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- ReportingControllerGetPortfolioTrendsResponse,
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- ReportingControllerGetCashFlowTrendsData,
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- ReportingControllerGetCashFlowTrendsResponse,
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- ReportingControllerGenerateSnapshotData,
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- ReportingControllerGenerateSnapshotResponse,
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- ReportingControllerBackfillSnapshotsData,
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- ReportingControllerBackfillSnapshotsResponse,
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- UserControllerDeleteOwnUserData,
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- UserControllerDeleteOwnUserResponse,
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- UserControllerGetUserData,
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- UserControllerGetUserResponse,
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- UserControllerSignupUserData,
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- UserControllerSignupUserResponse,
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- UserControllerDeleteUserData,
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- UserControllerDeleteUserResponse,
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- UserControllerGetUserInfoData,
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- UserControllerGetUserInfoResponse,
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- UserControllerUpdateUserSettingData,
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- UserControllerUpdateUserSettingResponse,
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- UserControllerGetAllUserSettingsByPageData,
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- UserControllerGetAllUserSettingsByPageResponse,
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- UserControllerGetAssetLiabilitySummaryResponse,
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- PropertyControllerGetAllResponse,
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- PropertyControllerGetByKeyData,
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- PropertyControllerGetByKeyResponse,
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- PropertyControllerUpdateData,
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- PropertyControllerUpdateResponse,
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- PropertyControllerDeleteData,
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- PropertyControllerDeleteResponse,
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- TransactionRuleControllerCreateData,
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- TransactionRuleControllerCreateResponse,
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- TransactionRuleControllerListData,
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- TransactionRuleControllerListResponse,
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- TransactionRuleControllerValidateData,
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- TransactionRuleControllerValidateResponse,
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- TransactionRuleControllerBulkCreateData,
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- TransactionRuleControllerBulkCreateResponse,
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- TransactionRuleControllerExportData,
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- TransactionRuleControllerExportResponse,
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- TransactionRuleControllerGetStatisticsData,
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- TransactionRuleControllerGetStatisticsResponse,
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- TransactionRuleControllerGetDetailData,
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- TransactionRuleControllerGetDetailResponse,
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- TransactionRuleControllerUpdateData,
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- TransactionRuleControllerUpdateResponse,
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- TransactionRuleControllerDeleteData,
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- TransactionRuleControllerDeleteResponse,
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- TransactionRuleControllerTestData,
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- TransactionRuleControllerTestResponse,
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+ CategoryCatalogControllerListData,
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+ CategoryCatalogControllerListResponse,
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  EventControllerCreateData,
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  EventControllerCreateResponse,
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  EventControllerFindAllData,
@@ -215,6 +218,7 @@ import type {
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  ReconciliationControllerPadResponse,
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  ReconciliationControllerHistoryData,
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  ReconciliationControllerHistoryResponse,
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+ ExportControllerExportBeancountData,
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  ExportControllerExportBeancountResponse,
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  FileImportControllerImportFileData,
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  FileImportControllerImportFileResponse,
@@ -257,9 +261,12 @@ import type {
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  PlatformControllerFindAllResponse,
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  PlatformControllerCreateData,
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  PlatformControllerCreateResponse,
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+ PlatformControllerGetPlatformListData,
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  PlatformControllerGetPlatformListResponse,
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  PlatformControllerMatchPlatformsData,
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  PlatformControllerMatchPlatformsResponse,
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+ PlatformControllerGetPlatformStandardsData,
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+ PlatformControllerGetPlatformStandardsResponse,
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  PlatformControllerUpdateData,
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  PlatformControllerUpdateResponse,
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  PlatformControllerDeleteData,
@@ -272,11 +279,17 @@ import type {
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  DashboardControllerGetCashFlowResponse,
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  DashboardControllerGetExpensesData,
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  DashboardControllerGetExpensesResponse,
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+ DashboardControllerGetAdvisorContextData,
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+ DashboardControllerGetAdvisorContextResponse,
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  HoldingPnlControllerGetHoldingPnlData,
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  HoldingPnlControllerGetHoldingPnlResponse,
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  ApiKeysControllerCreateApiKeyResponse,
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  AuthControllerAccessTokenLoginData,
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  AuthControllerAccessTokenLoginResponse,
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+ AuthControllerAdvisorTokenLoginData,
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+ AuthControllerAdvisorTokenLoginResponse,
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+ ParserContributionControllerCreateData,
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+ ParserContributionControllerCreateResponse,
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  CacheControllerFlushCacheResponse,
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  ExchangeRateControllerGetExchangeRateData,
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  ExchangeRateControllerGetExchangeRateResponse,
@@ -288,7 +301,11 @@ import type {
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  HealthControllerResetCircuitBreakerData,
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  HealthControllerResetCircuitBreakerResponse,
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  HealthControllerGetMetricsResponse,
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- InfoControllerGetInfoResponse
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+ InfoControllerGetInfoResponse,
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+ SymbolControllerSearchData,
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+ SymbolControllerSearchResponse,
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+ SymbolControllerGetQuoteData,
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+ SymbolControllerGetQuoteResponse
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  } from './types.gen';
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  export class BeanAccountsService {
@@ -326,7 +343,7 @@ export class BeanAccountsService {
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  * @param data.type Filter by account type
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  * @param data.status Filter by status
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  * @param data.isCustom Filter by custom (user-created) accounts only
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- * @param data.search Search term for account path
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+ * @param data.search Search term matched against account path and user-set display name (case-insensitive)
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  * @param data.limit Maximum number of results
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  * @param data.offset Number of results to skip
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  * @returns AccountListResponseDto Accounts retrieved successfully
@@ -407,7 +424,7 @@ export class BeanAccountsService {
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  /**
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  * Delete account
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- * Deletes an account (only if no transactions)
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+ * Deletes an account (only if no active transactions; voided/superseded residual postings are cleaned up)
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  * @param data The data for the request.
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  * @param data.id Account UUID
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  * @param data.region Region code for tenant context
@@ -426,7 +443,7 @@ export class BeanAccountsService {
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  },
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  errors: {
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  404: 'Account not found',
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- 409: 'Account has transactions and cannot be deleted'
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+ 409: 'Account has active transactions and cannot be deleted'
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  }
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  });
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  }
@@ -522,11 +539,11 @@ export class BeanAccountsService {
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  export class BeanAccountStandardsService {
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  /**
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  * Get account templates
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- * Returns predefined account templates for a region. Supports filtering by account type and search term.
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+ * Returns predefined account templates for a region. Supports filtering by account type and search term. Not-yet-open region codes return the universal-only catalog (#759).
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  * @param data The data for the request.
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- * @param data.region Region code (cn, us, de)
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+ * @param data.region Region code (any ISO alpha-2; not-yet-open codes return the universal-only catalog)
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  * @param data.type Filter by account type
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- * @param data.search Search term for path or description
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+ * @param data.search Search term for path, description, aliases, or localized display name
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  * @returns AccountStandardListResponseDto Account templates retrieved successfully
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  * @throws ApiError
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  */
@@ -550,7 +567,7 @@ export class BeanAccountStandardsService {
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  * Get template metadata for an account path
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  * Returns root type for a template path.
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  * @param data The data for the request.
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- * @param data.region Region code for tenant context
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+ * @param data.region Region code for tenant context. Not-yet-open codes degrade to the universal-only catalog (#759)
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  * @param data.path Account path to check
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  * @returns TemplateMetadataResponseDto Template metadata retrieved successfully
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  * @throws ApiError
@@ -572,9 +589,9 @@ export class BeanAccountStandardsService {
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573
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  /**
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  * Get available regions with hierarchy
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- * Returns supported regions with inheritance metadata
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+ * Returns the full region catalog (every ISO 3166-1 entry) with an 'open' flag and inheritance metadata (#759)
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  * @param data The data for the request.
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- * @param data.region Region code for tenant context
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+ * @param data.region Region code for tenant context. Not-yet-open codes degrade to the universal-only catalog (#759)
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  * @returns RegionsMetadataResponseDto Regions metadata retrieved successfully
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  * @throws ApiError
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  */
@@ -631,10 +648,11 @@ export class BeanTransactionsService {
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  * @param data.offset Number of items to skip (default: 0)
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  * @param data.dateFrom Filter by start date (inclusive), format: YYYY-MM-DD
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  * @param data.dateTo Filter by end date (inclusive), format: YYYY-MM-DD
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- * @param data.status Filter by transaction status
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+ * @param data.status Filter by transaction status: single value, comma-separated multi-value (e.g. VOIDED,SUPERSEDED), or ALL to include audit rows. Defaults to ACTIVE-only (ADR-0128; previously unfiltered — breaking change).
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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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+ * @param data.category Filter by ADR-0075 functional category (Group segment); matches any posting to an account whose derived Group segment equals this value. Must be accompanied by flow (ADR-0126).
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+ * @param data.flow Required when category is present (400 otherwise) and vice versa (ADR-0126). Restricts the category account set to the flow root (income → Income:, expense → Expenses:) and drives the per-leg sign normalization of row viewpointAmount and the summary. OpenAPI cannot express conditional requiredness — the pairing is enforced at runtime.
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  * @returns TransactionListResponseDto Transaction list
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  * @throws ApiError
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  */
@@ -655,7 +673,8 @@ export class BeanTransactionsService {
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  status: data.status,
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  search: data.search,
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  accountId: data.accountId,
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- category: data.category
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+ category: data.category,
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+ flow: data.flow
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  },
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  errors: {
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  400: 'Validation failed',
@@ -1036,1126 +1055,1080 @@ export class BeanReviewsService {
1036
1055
  }
1037
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  }
1038
1057
 
1039
- export class BeanPayeesService {
1058
+ export class BeanTransactionRulesService {
1040
1059
  /**
1041
- * Create a new payee
1042
- * Creates a new payee mapping for the authenticated user. The payee name must be unique within the user's account.
1060
+ * Create a new transaction rule (or upsert if upsertByPayee=true)
1061
+ * Creates a new rule. If upsertByPayee=true, updates existing rule matching payeeKeywords[0] instead of creating duplicate.
1043
1062
  * @param data The data for the request.
1063
+ * @param data.region Region code for tenant context
1044
1064
  * @param data.requestBody
1045
- * @returns PayeeResponseDto Payee created successfully
1065
+ * @returns TransactionRuleResponseDto Rule updated successfully (upsert mode)
1046
1066
  * @throws ApiError
1047
1067
  */
1048
- public static payeeControllerCreate(
1049
- data: PayeeControllerCreateData
1050
- ): CancelablePromise<PayeeControllerCreateResponse> {
1068
+ public static transactionRuleControllerCreate(
1069
+ data: TransactionRuleControllerCreateData
1070
+ ): CancelablePromise<TransactionRuleControllerCreateResponse> {
1051
1071
  return __request(OpenAPI, {
1052
1072
  method: 'POST',
1053
- url: '/api/v1/bean/payees',
1073
+ url: '/api/v1/{region}/bean/transaction-rules',
1074
+ path: {
1075
+ region: data.region
1076
+ },
1054
1077
  body: data.requestBody,
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1078
  mediaType: 'application/json',
1056
1079
  errors: {
1057
- 400: 'Invalid input data',
1058
- 409: 'Payee already exists'
1080
+ 400: 'Validation failed',
1081
+ 401: 'Unauthorized',
1082
+ 409: 'Resource conflict - another process is updating this rule'
1059
1083
  }
1060
1084
  });
1061
1085
  }
1062
1086
 
1063
1087
  /**
1064
- * List user payees
1065
- * Returns all payee mappings for the authenticated user with optional filtering
1088
+ * Get all transaction rules for user
1066
1089
  * @param data The data for the request.
1067
- * @param data.search Search term for payee name (partial match, case-insensitive). Useful for autocomplete.
1068
- * @param data.payee Filter by exact payee name match
1069
- * @param data.category Filter by custom category
1070
- * @param data.tag Filter by custom tag (returns payees that have this tag)
1071
- * @param data.isActive Filter by active status. Defaults to true (show only active payees).
1072
- * @returns PayeeListResponseDto Payees retrieved successfully
1090
+ * @param data.region Region code for tenant context
1091
+ * @param data.limit Max results per page (default: 20, max: 100)
1092
+ * @param data.offset Pagination offset (default: 0)
1093
+ * @param data.enabled Filter by enabled status
1094
+ * @param data.learningSource Filter by learning source. Omit this parameter or pass empty string to get manually created rules (learningSource is null in database).
1095
+ * @param data.autoApplyEnabled Filter by auto-apply status
1096
+ * @returns TransactionRuleListResponseDto List of rules
1073
1097
  * @throws ApiError
1074
1098
  */
1075
- public static payeeControllerFindAll(
1076
- data: PayeeControllerFindAllData = {}
1077
- ): CancelablePromise<PayeeControllerFindAllResponse> {
1099
+ public static transactionRuleControllerList(
1100
+ data: TransactionRuleControllerListData
1101
+ ): CancelablePromise<TransactionRuleControllerListResponse> {
1078
1102
  return __request(OpenAPI, {
1079
1103
  method: 'GET',
1080
- url: '/api/v1/bean/payees',
1104
+ url: '/api/v1/{region}/bean/transaction-rules',
1105
+ path: {
1106
+ region: data.region
1107
+ },
1081
1108
  query: {
1082
- search: data.search,
1083
- payee: data.payee,
1084
- category: data.category,
1085
- tag: data.tag,
1086
- isActive: data.isActive
1109
+ limit: data.limit,
1110
+ offset: data.offset,
1111
+ enabled: data.enabled,
1112
+ learningSource: data.learningSource,
1113
+ autoApplyEnabled: data.autoApplyEnabled
1114
+ },
1115
+ errors: {
1116
+ 401: 'Unauthorized'
1087
1117
  }
1088
1118
  });
1089
1119
  }
1090
1120
 
1091
1121
  /**
1092
- * Get payee autocomplete suggestions
1093
- * Returns active payee names matching the query, sorted by recent usage. Used for transaction input autocomplete.
1122
+ * Validate transaction rule configuration
1094
1123
  * @param data The data for the request.
1095
- * @param data.q Search query for payee name (partial match, case-insensitive)
1096
- * @param data.limit Maximum number of suggestions
1097
- * @returns PayeeAutocompleteResponseDto Autocomplete suggestions retrieved successfully
1124
+ * @param data.region Region code for tenant context
1125
+ * @param data.requestBody
1126
+ * @returns ValidateRuleResponseDto Validation result
1098
1127
  * @throws ApiError
1099
1128
  */
1100
- public static payeeControllerAutocomplete(
1101
- data: PayeeControllerAutocompleteData
1102
- ): CancelablePromise<PayeeControllerAutocompleteResponse> {
1129
+ public static transactionRuleControllerValidate(
1130
+ data: TransactionRuleControllerValidateData
1131
+ ): CancelablePromise<TransactionRuleControllerValidateResponse> {
1103
1132
  return __request(OpenAPI, {
1104
- method: 'GET',
1105
- url: '/api/v1/bean/payees/autocomplete',
1106
- query: {
1107
- q: data.q,
1108
- limit: data.limit
1133
+ method: 'POST',
1134
+ url: '/api/v1/{region}/bean/transaction-rules/validate',
1135
+ path: {
1136
+ region: data.region
1137
+ },
1138
+ body: data.requestBody,
1139
+ mediaType: 'application/json',
1140
+ errors: {
1141
+ 400: 'Validation failed',
1142
+ 401: 'Unauthorized'
1109
1143
  }
1110
1144
  });
1111
1145
  }
1112
1146
 
1113
1147
  /**
1114
- * Get top payees by usage
1115
- * Returns the most frequently used payees, sorted by use count. Used for statistics and analytics.
1148
+ * Bulk create transaction rules
1116
1149
  * @param data The data for the request.
1117
- * @param data.limit Maximum number of results
1118
- * @returns PayeeStatsResponseDto Top payees retrieved successfully
1150
+ * @param data.region Region code for tenant context
1151
+ * @param data.requestBody
1152
+ * @returns BulkCreateRulesResponseDto Bulk create completed
1119
1153
  * @throws ApiError
1120
1154
  */
1121
- public static payeeControllerGetTopPayees(
1122
- data: PayeeControllerGetTopPayeesData = {}
1123
- ): CancelablePromise<PayeeControllerGetTopPayeesResponse> {
1155
+ public static transactionRuleControllerBulkCreate(
1156
+ data: TransactionRuleControllerBulkCreateData
1157
+ ): CancelablePromise<TransactionRuleControllerBulkCreateResponse> {
1124
1158
  return __request(OpenAPI, {
1125
- method: 'GET',
1126
- url: '/api/v1/bean/payees/top',
1127
- query: {
1128
- limit: data.limit
1159
+ method: 'POST',
1160
+ url: '/api/v1/{region}/bean/transaction-rules/bulk',
1161
+ path: {
1162
+ region: data.region
1163
+ },
1164
+ body: data.requestBody,
1165
+ mediaType: 'application/json',
1166
+ errors: {
1167
+ 400: 'Invalid bulk create data',
1168
+ 401: 'Unauthorized'
1129
1169
  }
1130
1170
  });
1131
1171
  }
1132
1172
 
1133
1173
  /**
1134
- * Get payee by ID
1135
- * Returns a specific payee mapping by its UUID
1174
+ * Export transaction rules
1136
1175
  * @param data The data for the request.
1137
- * @param data.id Payee UUID
1138
- * @returns PayeeResponseDto Payee retrieved successfully
1176
+ * @param data.format Export format (currently only JSON supported)
1177
+ * @param data.region Region code for tenant context
1178
+ * @returns ExportRulesResponseDto Exported rules
1139
1179
  * @throws ApiError
1140
1180
  */
1141
- public static payeeControllerFindOne(
1142
- data: PayeeControllerFindOneData
1143
- ): CancelablePromise<PayeeControllerFindOneResponse> {
1181
+ public static transactionRuleControllerExport(
1182
+ data: TransactionRuleControllerExportData
1183
+ ): CancelablePromise<TransactionRuleControllerExportResponse> {
1144
1184
  return __request(OpenAPI, {
1145
1185
  method: 'GET',
1146
- url: '/api/v1/bean/payees/{id}',
1186
+ url: '/api/v1/{region}/bean/transaction-rules/export/{format}',
1147
1187
  path: {
1148
- id: data.id
1188
+ format: data.format,
1189
+ region: data.region
1149
1190
  },
1150
1191
  errors: {
1151
- 403: 'Payee belongs to another user',
1152
- 404: 'Payee not found'
1192
+ 400: 'Unsupported format',
1193
+ 401: 'Unauthorized'
1153
1194
  }
1154
1195
  });
1155
1196
  }
1156
1197
 
1157
1198
  /**
1158
- * Update payee
1159
- * Updates a payee mapping. The payee name cannot be changed after creation.
1199
+ * Get transaction rule statistics
1160
1200
  * @param data The data for the request.
1161
- * @param data.id Payee UUID
1162
- * @param data.requestBody
1163
- * @returns PayeeResponseDto Payee updated successfully
1201
+ * @param data.period Statistics time period
1202
+ * @param data.region Region code for tenant context
1203
+ * @returns RuleStatisticsResponseDto Rule statistics
1164
1204
  * @throws ApiError
1165
1205
  */
1166
- public static payeeControllerUpdate(
1167
- data: PayeeControllerUpdateData
1168
- ): CancelablePromise<PayeeControllerUpdateResponse> {
1206
+ public static transactionRuleControllerGetStatistics(
1207
+ data: TransactionRuleControllerGetStatisticsData
1208
+ ): CancelablePromise<TransactionRuleControllerGetStatisticsResponse> {
1169
1209
  return __request(OpenAPI, {
1170
- method: 'PUT',
1171
- url: '/api/v1/bean/payees/{id}',
1210
+ method: 'GET',
1211
+ url: '/api/v1/{region}/bean/transaction-rules/statistics/{period}',
1172
1212
  path: {
1173
- id: data.id
1213
+ period: data.period,
1214
+ region: data.region
1174
1215
  },
1175
- body: data.requestBody,
1176
- mediaType: 'application/json',
1177
1216
  errors: {
1178
- 400: 'Invalid input data',
1179
- 404: 'Payee not found'
1217
+ 401: 'Unauthorized'
1180
1218
  }
1181
1219
  });
1182
1220
  }
1183
1221
 
1184
1222
  /**
1185
- * Delete payee
1186
- * Soft deletes a payee by marking it as inactive. Inactive payees will not appear in autocomplete suggestions.
1223
+ * Get transaction rule detail
1187
1224
  * @param data The data for the request.
1188
- * @param data.id Payee UUID
1189
- * @returns void Payee deleted successfully
1225
+ * @param data.ruleId Rule ID
1226
+ * @param data.region Region code for tenant context
1227
+ * @returns TransactionRuleResponseDto Rule details
1190
1228
  * @throws ApiError
1191
1229
  */
1192
- public static payeeControllerDelete(
1193
- data: PayeeControllerDeleteData
1194
- ): CancelablePromise<PayeeControllerDeleteResponse> {
1230
+ public static transactionRuleControllerGetDetail(
1231
+ data: TransactionRuleControllerGetDetailData
1232
+ ): CancelablePromise<TransactionRuleControllerGetDetailResponse> {
1195
1233
  return __request(OpenAPI, {
1196
- method: 'DELETE',
1197
- url: '/api/v1/bean/payees/{id}',
1234
+ method: 'GET',
1235
+ url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
1198
1236
  path: {
1199
- id: data.id
1237
+ ruleId: data.ruleId,
1238
+ region: data.region
1200
1239
  },
1201
1240
  errors: {
1202
- 404: 'Payee not found'
1241
+ 401: 'Unauthorized',
1242
+ 403: 'Forbidden - not owner of rule',
1243
+ 404: 'Rule not found'
1203
1244
  }
1204
1245
  });
1205
1246
  }
1206
- }
1207
1247
 
1208
- export class AdminPayeeProfilesService {
1209
1248
  /**
1210
- * Create payee profile (Admin only)
1211
- * Creates a new global payee profile. The canonical name must be unique (case-insensitive).
1249
+ * Update a transaction rule
1212
1250
  * @param data The data for the request.
1251
+ * @param data.ruleId Rule ID to update
1252
+ * @param data.region Region code for tenant context
1213
1253
  * @param data.requestBody
1214
- * @returns PayeeProfileResponseDto Payee profile created successfully
1254
+ * @returns TransactionRuleResponseDto Rule updated successfully
1215
1255
  * @throws ApiError
1216
1256
  */
1217
- public static payeeProfileAdminControllerCreate(
1218
- data: PayeeProfileAdminControllerCreateData
1219
- ): CancelablePromise<PayeeProfileAdminControllerCreateResponse> {
1257
+ public static transactionRuleControllerUpdate(
1258
+ data: TransactionRuleControllerUpdateData
1259
+ ): CancelablePromise<TransactionRuleControllerUpdateResponse> {
1220
1260
  return __request(OpenAPI, {
1221
- method: 'POST',
1222
- url: '/api/v1/admin/payee-profiles',
1261
+ method: 'PUT',
1262
+ url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
1263
+ path: {
1264
+ ruleId: data.ruleId,
1265
+ region: data.region
1266
+ },
1223
1267
  body: data.requestBody,
1224
1268
  mediaType: 'application/json',
1225
1269
  errors: {
1226
1270
  400: 'Validation failed',
1227
- 403: 'Admin access required',
1228
- 409: 'Payee profile already exists'
1271
+ 401: 'Unauthorized',
1272
+ 403: 'Forbidden - not owner of rule',
1273
+ 404: 'Rule not found',
1274
+ 409: 'Resource conflict - rule is being modified by another process'
1229
1275
  }
1230
1276
  });
1231
1277
  }
1232
1278
 
1233
1279
  /**
1234
- * List payee profiles (Admin only)
1235
- * Returns all payee profiles with optional filtering by category, country, verification status, etc.
1280
+ * Delete a transaction rule
1236
1281
  * @param data The data for the request.
1237
- * @param data.search Search term for canonical name and aliases (case-insensitive)
1238
- * @param data.category Filter by category
1239
- * @param data.country Filter by country (ISO 3166-1 alpha-2)
1240
- * @param data.isActive Filter by active status (default: true - show only active)
1241
- * @param data.verified Filter by verification status. true = verified only, false = unverified only
1242
- * @param data.dataSource Filter by data source
1243
- * @returns PayeeProfileListResponseDto Payee profiles retrieved successfully
1282
+ * @param data.ruleId Rule ID to delete
1283
+ * @param data.region Region code for tenant context
1284
+ * @returns void Rule deleted successfully
1244
1285
  * @throws ApiError
1245
1286
  */
1246
- public static payeeProfileAdminControllerFindAll(
1247
- data: PayeeProfileAdminControllerFindAllData = {}
1248
- ): CancelablePromise<PayeeProfileAdminControllerFindAllResponse> {
1287
+ public static transactionRuleControllerDelete(
1288
+ data: TransactionRuleControllerDeleteData
1289
+ ): CancelablePromise<TransactionRuleControllerDeleteResponse> {
1249
1290
  return __request(OpenAPI, {
1250
- method: 'GET',
1251
- url: '/api/v1/admin/payee-profiles',
1252
- query: {
1253
- search: data.search,
1254
- category: data.category,
1255
- country: data.country,
1256
- isActive: data.isActive,
1257
- verified: data.verified,
1258
- dataSource: data.dataSource
1291
+ method: 'DELETE',
1292
+ url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
1293
+ path: {
1294
+ ruleId: data.ruleId,
1295
+ region: data.region
1259
1296
  },
1260
1297
  errors: {
1261
- 403: 'Admin access required'
1298
+ 401: 'Unauthorized',
1299
+ 403: 'Forbidden - not owner of rule',
1300
+ 404: 'Rule not found',
1301
+ 409: 'Resource conflict - rule is being modified by another process'
1262
1302
  }
1263
1303
  });
1264
1304
  }
1265
1305
 
1266
1306
  /**
1267
- * Get payee profile by ID (Admin only)
1268
- * Returns a single payee profile by its ID.
1307
+ * Test rule matching
1269
1308
  * @param data The data for the request.
1270
- * @param data.id Payee profile ID (UUID)
1271
- * @returns PayeeProfileResponseDto Payee profile retrieved successfully
1309
+ * @param data.ruleId Rule ID to test
1310
+ * @param data.region Region code for tenant context
1311
+ * @param data.requestBody
1312
+ * @returns TestRuleResponseDto Test result
1272
1313
  * @throws ApiError
1273
1314
  */
1274
- public static payeeProfileAdminControllerFindOne(
1275
- data: PayeeProfileAdminControllerFindOneData
1276
- ): CancelablePromise<PayeeProfileAdminControllerFindOneResponse> {
1315
+ public static transactionRuleControllerTest(
1316
+ data: TransactionRuleControllerTestData
1317
+ ): CancelablePromise<TransactionRuleControllerTestResponse> {
1277
1318
  return __request(OpenAPI, {
1278
- method: 'GET',
1279
- url: '/api/v1/admin/payee-profiles/{id}',
1319
+ method: 'POST',
1320
+ url: '/api/v1/{region}/bean/transaction-rules/{ruleId}/test',
1280
1321
  path: {
1281
- id: data.id
1322
+ ruleId: data.ruleId,
1323
+ region: data.region
1282
1324
  },
1325
+ body: data.requestBody,
1326
+ mediaType: 'application/json',
1283
1327
  errors: {
1284
- 403: 'Admin access required',
1285
- 404: 'Payee profile not found'
1328
+ 401: 'Unauthorized',
1329
+ 403: 'Forbidden - not owner of rule',
1330
+ 404: 'Rule not found'
1286
1331
  }
1287
1332
  });
1288
1333
  }
1334
+ }
1289
1335
 
1336
+ export class UsersService {
1290
1337
  /**
1291
- * Update payee profile (Admin only)
1292
- * Updates an existing payee profile. The canonical name cannot be changed.
1338
+ * Delete own user account
1293
1339
  * @param data The data for the request.
1294
- * @param data.id Payee profile ID (UUID)
1295
1340
  * @param data.requestBody
1296
- * @returns PayeeProfileResponseDto Payee profile updated successfully
1341
+ * @returns void User deleted successfully
1297
1342
  * @throws ApiError
1298
1343
  */
1299
- public static payeeProfileAdminControllerUpdate(
1300
- data: PayeeProfileAdminControllerUpdateData
1301
- ): CancelablePromise<PayeeProfileAdminControllerUpdateResponse> {
1344
+ public static userControllerDeleteOwnUser(
1345
+ data: UserControllerDeleteOwnUserData
1346
+ ): CancelablePromise<UserControllerDeleteOwnUserResponse> {
1302
1347
  return __request(OpenAPI, {
1303
- method: 'PUT',
1304
- url: '/api/v1/admin/payee-profiles/{id}',
1305
- path: {
1306
- id: data.id
1307
- },
1348
+ method: 'DELETE',
1349
+ url: '/api/v1/users',
1308
1350
  body: data.requestBody,
1309
1351
  mediaType: 'application/json',
1310
1352
  errors: {
1311
- 403: 'Admin access required',
1312
- 404: 'Payee profile not found'
1353
+ 403: 'Invalid access token'
1313
1354
  }
1314
1355
  });
1315
1356
  }
1316
1357
 
1317
1358
  /**
1318
- * Soft delete payee profile (Admin only)
1319
- * Marks a payee profile as inactive (soft delete). The profile cannot be deleted if it is referenced by user payees.
1359
+ * Get current authenticated user
1320
1360
  * @param data The data for the request.
1321
- * @param data.id Payee profile ID (UUID)
1322
- * @returns void Payee profile deleted successfully
1361
+ * @param data.acceptLanguage
1362
+ * @returns UserResponseDto User retrieved successfully
1323
1363
  * @throws ApiError
1324
1364
  */
1325
- public static payeeProfileAdminControllerDelete(
1326
- data: PayeeProfileAdminControllerDeleteData
1327
- ): CancelablePromise<PayeeProfileAdminControllerDeleteResponse> {
1365
+ public static userControllerGetUser(
1366
+ data: UserControllerGetUserData
1367
+ ): CancelablePromise<UserControllerGetUserResponse> {
1328
1368
  return __request(OpenAPI, {
1329
- method: 'DELETE',
1330
- url: '/api/v1/admin/payee-profiles/{id}',
1331
- path: {
1332
- id: data.id
1333
- },
1334
- errors: {
1335
- 403: 'Admin access required',
1336
- 404: 'Payee profile not found',
1337
- 409: 'Payee profile is in use and cannot be deleted'
1369
+ method: 'GET',
1370
+ url: '/api/v1/users',
1371
+ headers: {
1372
+ 'accept-language': data.acceptLanguage
1338
1373
  }
1339
1374
  });
1340
1375
  }
1341
1376
 
1342
1377
  /**
1343
- * Verify payee profile (Admin only)
1344
- * Marks a payee profile as verified by setting verifiedAt to current timestamp.
1378
+ * Sign up new user
1379
+ * Create a new account with auto-generated access token. Protected by Cloudflare Turnstile to prevent automated signup (when enabled).
1345
1380
  * @param data The data for the request.
1346
- * @param data.id Payee profile ID (UUID)
1347
- * @returns PayeeProfileResponseDto Payee profile verified successfully
1381
+ * @param data.requestBody
1382
+ * @returns SignupResponseDto User created successfully
1348
1383
  * @throws ApiError
1349
1384
  */
1350
- public static payeeProfileAdminControllerVerify(
1351
- data: PayeeProfileAdminControllerVerifyData
1352
- ): CancelablePromise<PayeeProfileAdminControllerVerifyResponse> {
1385
+ public static userControllerSignupUser(
1386
+ data: UserControllerSignupUserData
1387
+ ): CancelablePromise<UserControllerSignupUserResponse> {
1353
1388
  return __request(OpenAPI, {
1354
1389
  method: 'POST',
1355
- url: '/api/v1/admin/payee-profiles/{id}/verify',
1356
- path: {
1357
- id: data.id
1358
- },
1390
+ url: '/api/v1/users',
1391
+ body: data.requestBody,
1392
+ mediaType: 'application/json',
1359
1393
  errors: {
1360
- 403: 'Admin access required',
1361
- 404: 'Payee profile not found'
1394
+ 400: 'Invalid Turnstile token (when Turnstile is enabled)',
1395
+ 403: 'User signup is disabled'
1362
1396
  }
1363
1397
  });
1364
1398
  }
1365
1399
 
1366
1400
  /**
1367
- * Unverify payee profile (Admin only)
1368
- * Removes verification status by setting verifiedAt to null.
1401
+ * Delete user by ID (admin only)
1369
1402
  * @param data The data for the request.
1370
- * @param data.id Payee profile ID (UUID)
1371
- * @returns PayeeProfileResponseDto Payee profile unverified successfully
1403
+ * @param data.id User ID to delete
1404
+ * @returns void User deleted successfully
1372
1405
  * @throws ApiError
1373
1406
  */
1374
- public static payeeProfileAdminControllerUnverify(
1375
- data: PayeeProfileAdminControllerUnverifyData
1376
- ): CancelablePromise<PayeeProfileAdminControllerUnverifyResponse> {
1407
+ public static userControllerDeleteUser(
1408
+ data: UserControllerDeleteUserData
1409
+ ): CancelablePromise<UserControllerDeleteUserResponse> {
1377
1410
  return __request(OpenAPI, {
1378
1411
  method: 'DELETE',
1379
- url: '/api/v1/admin/payee-profiles/{id}/verify',
1412
+ url: '/api/v1/users/{id}',
1380
1413
  path: {
1381
1414
  id: data.id
1382
1415
  },
1383
1416
  errors: {
1384
- 403: 'Admin access required',
1385
- 404: 'Payee profile not found'
1417
+ 403: 'Cannot delete own account or insufficient permissions'
1386
1418
  }
1387
1419
  });
1388
1420
  }
1389
- }
1390
1421
 
1391
- export class BeanCommoditiesService {
1392
1422
  /**
1393
- * Create a new commodity
1394
- * Creates a new commodity definition for the authenticated user
1423
+ * Get user info by user ID
1395
1424
  * @param data The data for the request.
1396
- * @param data.region Region code for tenant context
1397
- * @param data.requestBody
1398
- * @returns CommodityResponseDto Commodity created successfully
1425
+ * @param data.id User ID
1426
+ * @returns unknown User info retrieved successfully
1399
1427
  * @throws ApiError
1400
1428
  */
1401
- public static commodityControllerCreate(
1402
- data: CommodityControllerCreateData
1403
- ): CancelablePromise<CommodityControllerCreateResponse> {
1429
+ public static userControllerGetUserInfo(
1430
+ data: UserControllerGetUserInfoData
1431
+ ): CancelablePromise<UserControllerGetUserInfoResponse> {
1404
1432
  return __request(OpenAPI, {
1405
- method: 'POST',
1406
- url: '/api/v1/{region}/bean/commodities',
1433
+ method: 'GET',
1434
+ url: '/api/v1/users/{id}/info',
1407
1435
  path: {
1408
- region: data.region
1436
+ id: data.id
1409
1437
  },
1410
- body: data.requestBody,
1438
+ errors: {
1439
+ 403: 'Cannot access other user info without admin permission'
1440
+ }
1441
+ });
1442
+ }
1443
+
1444
+ /**
1445
+ * Update user settings
1446
+ * @param data The data for the request.
1447
+ * @param data.requestBody
1448
+ * @returns unknown Settings updated successfully
1449
+ * @throws ApiError
1450
+ */
1451
+ public static userControllerUpdateUserSetting(
1452
+ data: UserControllerUpdateUserSettingData
1453
+ ): CancelablePromise<UserControllerUpdateUserSettingResponse> {
1454
+ return __request(OpenAPI, {
1455
+ method: 'PUT',
1456
+ url: '/api/v1/users/setting',
1457
+ body: data.requestBody,
1411
1458
  mediaType: 'application/json',
1412
1459
  errors: {
1413
- 400: 'Invalid input data',
1414
- 409: 'Commodity already exists'
1460
+ 403: 'Insufficient permissions'
1415
1461
  }
1416
1462
  });
1417
1463
  }
1418
1464
 
1419
1465
  /**
1420
- * List user commodities
1421
- * Returns all commodity definitions for the authenticated user with optional filtering
1466
+ * Get all user settings paginated (admin only)
1422
1467
  * @param data The data for the request.
1423
- * @param data.region Region code for tenant context
1424
- * @param data.search Search term for symbol or metadata fields (partial match). Searches symbol and metadata.name.
1425
- * @param data.symbol Filter by exact symbol match
1426
- * @returns CommodityListResponseDto Commodities retrieved successfully
1468
+ * @param data.pageNo Page number
1469
+ * @param data.pageSize Page size
1470
+ * @returns unknown Settings list retrieved successfully
1427
1471
  * @throws ApiError
1428
1472
  */
1429
- public static commodityControllerFindAll(
1430
- data: CommodityControllerFindAllData
1431
- ): CancelablePromise<CommodityControllerFindAllResponse> {
1473
+ public static userControllerGetAllUserSettingsByPage(
1474
+ data: UserControllerGetAllUserSettingsByPageData
1475
+ ): CancelablePromise<UserControllerGetAllUserSettingsByPageResponse> {
1432
1476
  return __request(OpenAPI, {
1433
1477
  method: 'GET',
1434
- url: '/api/v1/{region}/bean/commodities',
1435
- path: {
1436
- region: data.region
1437
- },
1478
+ url: '/api/v1/users/settings-by-page',
1438
1479
  query: {
1439
- search: data.search,
1440
- symbol: data.symbol
1480
+ pageNo: data.pageNo,
1481
+ pageSize: data.pageSize
1441
1482
  }
1442
1483
  });
1443
1484
  }
1444
1485
 
1445
1486
  /**
1446
- * Get commodity by symbol
1447
- * Returns a specific commodity definition by its symbol
1448
- * @param data The data for the request.
1449
- * @param data.symbol Commodity symbol
1450
- * @param data.region Region code for tenant context
1451
- * @returns CommodityResponseDto Commodity retrieved successfully
1487
+ * Get asset and liability summary for current user
1488
+ * @returns unknown Summary retrieved successfully
1452
1489
  * @throws ApiError
1453
1490
  */
1454
- public static commodityControllerFindOne(
1455
- data: CommodityControllerFindOneData
1456
- ): CancelablePromise<CommodityControllerFindOneResponse> {
1491
+ public static userControllerGetAssetLiabilitySummary(): CancelablePromise<UserControllerGetAssetLiabilitySummaryResponse> {
1457
1492
  return __request(OpenAPI, {
1458
1493
  method: 'GET',
1459
- url: '/api/v1/{region}/bean/commodities/{symbol}',
1460
- path: {
1461
- symbol: data.symbol,
1462
- region: data.region
1463
- },
1464
- errors: {
1465
- 404: 'Commodity not found'
1466
- }
1494
+ url: '/api/v1/users/asset-liability-summary'
1467
1495
  });
1468
1496
  }
1497
+ }
1469
1498
 
1499
+ export class PropertiesService {
1470
1500
  /**
1471
- * Update commodity
1472
- * Updates an existing commodity definition. Symbol cannot be changed.
1473
- * @param data The data for the request.
1474
- * @param data.symbol Commodity symbol
1475
- * @param data.region Region code for tenant context
1476
- * @param data.requestBody
1477
- * @returns CommodityResponseDto Commodity updated successfully
1501
+ * Get all system properties
1502
+ * @returns unknown Properties retrieved successfully
1478
1503
  * @throws ApiError
1479
1504
  */
1480
- public static commodityControllerUpdate(
1481
- data: CommodityControllerUpdateData
1482
- ): CancelablePromise<CommodityControllerUpdateResponse> {
1505
+ public static propertyControllerGetAll(): CancelablePromise<PropertyControllerGetAllResponse> {
1483
1506
  return __request(OpenAPI, {
1484
- method: 'PUT',
1485
- url: '/api/v1/{region}/bean/commodities/{symbol}',
1486
- path: {
1487
- symbol: data.symbol,
1488
- region: data.region
1489
- },
1490
- body: data.requestBody,
1491
- mediaType: 'application/json',
1507
+ method: 'GET',
1508
+ url: '/api/v1/admin/properties',
1492
1509
  errors: {
1493
- 400: 'Invalid input data',
1494
- 404: 'Commodity not found'
1510
+ 401: 'Unauthorized',
1511
+ 403: 'Forbidden - insufficient permissions'
1495
1512
  }
1496
1513
  });
1497
1514
  }
1498
1515
 
1499
1516
  /**
1500
- * Delete commodity
1501
- * Deletes a commodity definition
1517
+ * Get property by key
1502
1518
  * @param data The data for the request.
1503
- * @param data.symbol Commodity symbol
1504
- * @param data.region Region code for tenant context
1505
- * @returns void Commodity deleted successfully
1519
+ * @param data.key Property key
1520
+ * @returns unknown Property retrieved successfully
1506
1521
  * @throws ApiError
1507
1522
  */
1508
- public static commodityControllerDelete(
1509
- data: CommodityControllerDeleteData
1510
- ): CancelablePromise<CommodityControllerDeleteResponse> {
1523
+ public static propertyControllerGetByKey(
1524
+ data: PropertyControllerGetByKeyData
1525
+ ): CancelablePromise<PropertyControllerGetByKeyResponse> {
1511
1526
  return __request(OpenAPI, {
1512
- method: 'DELETE',
1513
- url: '/api/v1/{region}/bean/commodities/{symbol}',
1527
+ method: 'GET',
1528
+ url: '/api/v1/admin/properties/{key}',
1514
1529
  path: {
1515
- symbol: data.symbol,
1516
- region: data.region
1530
+ key: data.key
1517
1531
  },
1518
1532
  errors: {
1519
- 404: 'Commodity not found'
1533
+ 401: 'Unauthorized',
1534
+ 403: 'Forbidden - insufficient permissions',
1535
+ 404: 'Property not found'
1520
1536
  }
1521
1537
  });
1522
1538
  }
1523
1539
 
1524
1540
  /**
1525
- * Ensure commodity exists
1526
- * Gets existing commodity or creates it with automatic initialization from OpenBB
1541
+ * Update a system property
1527
1542
  * @param data The data for the request.
1528
- * @param data.symbol Commodity symbol
1529
- * @param data.region Region code for tenant context
1530
- * @returns CommodityResponseDto Commodity retrieved or created
1543
+ * @param data.key Property key
1544
+ * @param data.requestBody
1545
+ * @returns unknown Property updated successfully
1531
1546
  * @throws ApiError
1532
1547
  */
1533
- public static commodityControllerGetOrCreate(
1534
- data: CommodityControllerGetOrCreateData
1535
- ): CancelablePromise<CommodityControllerGetOrCreateResponse> {
1548
+ public static propertyControllerUpdate(
1549
+ data: PropertyControllerUpdateData
1550
+ ): CancelablePromise<PropertyControllerUpdateResponse> {
1536
1551
  return __request(OpenAPI, {
1537
- method: 'POST',
1538
- url: '/api/v1/{region}/bean/commodities/{symbol}/ensure',
1552
+ method: 'PUT',
1553
+ url: '/api/v1/admin/properties/{key}',
1539
1554
  path: {
1540
- symbol: data.symbol,
1541
- region: data.region
1555
+ key: data.key
1556
+ },
1557
+ body: data.requestBody,
1558
+ mediaType: 'application/json',
1559
+ errors: {
1560
+ 401: 'Unauthorized',
1561
+ 403: 'Forbidden - insufficient permissions'
1542
1562
  }
1543
1563
  });
1544
1564
  }
1545
1565
 
1546
1566
  /**
1547
- * Bulk create commodities
1548
- * Creates multiple commodities from a list of symbols, useful for initialization
1567
+ * Delete a system property
1549
1568
  * @param data The data for the request.
1550
- * @param data.region Region code for tenant context
1551
- * @returns CommodityResponseDto Commodities created successfully
1569
+ * @param data.key Property key
1570
+ * @returns void Property deleted successfully
1552
1571
  * @throws ApiError
1553
1572
  */
1554
- public static commodityControllerBulkCreate(
1555
- data: CommodityControllerBulkCreateData
1556
- ): CancelablePromise<CommodityControllerBulkCreateResponse> {
1573
+ public static propertyControllerDelete(
1574
+ data: PropertyControllerDeleteData
1575
+ ): CancelablePromise<PropertyControllerDeleteResponse> {
1557
1576
  return __request(OpenAPI, {
1558
- method: 'POST',
1559
- url: '/api/v1/{region}/bean/commodities/bulk',
1577
+ method: 'DELETE',
1578
+ url: '/api/v1/admin/properties/{key}',
1560
1579
  path: {
1561
- region: data.region
1580
+ key: data.key
1581
+ },
1582
+ errors: {
1583
+ 401: 'Unauthorized',
1584
+ 403: 'Forbidden - insufficient permissions',
1585
+ 404: 'Property not found'
1562
1586
  }
1563
1587
  });
1564
1588
  }
1565
1589
  }
1566
1590
 
1567
- export class BeanPricesService {
1591
+ export class BeanPayeesService {
1568
1592
  /**
1569
- * Create a new price
1570
- * Creates a new price entry for the authenticated user
1593
+ * Create a new payee
1594
+ * Creates a new payee mapping for the authenticated user. The payee name must be unique within the user's account.
1571
1595
  * @param data The data for the request.
1572
- * @param data.region Region code for tenant context
1573
1596
  * @param data.requestBody
1574
- * @returns PriceResponseDto Price created successfully
1597
+ * @returns PayeeResponseDto Payee created successfully
1575
1598
  * @throws ApiError
1576
1599
  */
1577
- public static priceControllerCreate(
1578
- data: PriceControllerCreateData
1579
- ): CancelablePromise<PriceControllerCreateResponse> {
1600
+ public static payeeControllerCreate(
1601
+ data: PayeeControllerCreateData
1602
+ ): CancelablePromise<PayeeControllerCreateResponse> {
1580
1603
  return __request(OpenAPI, {
1581
1604
  method: 'POST',
1582
- url: '/api/v1/{region}/bean/prices',
1583
- path: {
1584
- region: data.region
1585
- },
1605
+ url: '/api/v1/bean/payees',
1586
1606
  body: data.requestBody,
1587
1607
  mediaType: 'application/json',
1588
1608
  errors: {
1589
- 404: 'Currency or quoteCurrency commodity not found',
1590
- 409: 'Price already exists for this currency pair and date'
1609
+ 400: 'Invalid input data',
1610
+ 409: 'Payee already exists'
1591
1611
  }
1592
1612
  });
1593
1613
  }
1594
1614
 
1595
1615
  /**
1596
- * List user prices
1597
- * Returns all price entries for the authenticated user with optional filtering
1616
+ * List user payees
1617
+ * Returns all payee mappings for the authenticated user with optional filtering
1598
1618
  * @param data The data for the request.
1599
- * @param data.region Region code for tenant context
1600
- * @param data.currency Filter by currency (e.g., BTC, AAPL, USD)
1601
- * @param data.quoteCurrency Filter by quote currency (pricing currency, e.g., USD, CNY)
1602
- * @param data.dateFrom Filter prices from this date (ISO 8601 format)
1603
- * @param data.dateTo Filter prices to this date (ISO 8601 format)
1604
- * @param data.search Search term for currency or quoteCurrency (case-insensitive partial match)
1605
- * @param data.page Page number for pagination (default: 1)
1606
- * @param data.limit Number of items per page (default: 20, max: 100)
1607
- * @returns PriceListResponseDto Prices retrieved successfully
1619
+ * @param data.search Search term for payee name (partial match, case-insensitive). Useful for autocomplete.
1620
+ * @param data.payee Filter by exact payee name match
1621
+ * @param data.category Filter by custom category
1622
+ * @param data.tag Filter by custom tag (returns payees that have this tag)
1623
+ * @param data.isActive Filter by active status. Defaults to true (show only active payees).
1624
+ * @returns PayeeListResponseDto Payees retrieved successfully
1608
1625
  * @throws ApiError
1609
1626
  */
1610
- public static priceControllerFindAll(
1611
- data: PriceControllerFindAllData
1612
- ): CancelablePromise<PriceControllerFindAllResponse> {
1627
+ public static payeeControllerFindAll(
1628
+ data: PayeeControllerFindAllData = {}
1629
+ ): CancelablePromise<PayeeControllerFindAllResponse> {
1613
1630
  return __request(OpenAPI, {
1614
1631
  method: 'GET',
1615
- url: '/api/v1/{region}/bean/prices',
1616
- path: {
1617
- region: data.region
1618
- },
1632
+ url: '/api/v1/bean/payees',
1619
1633
  query: {
1620
- currency: data.currency,
1621
- quoteCurrency: data.quoteCurrency,
1622
- dateFrom: data.dateFrom,
1623
- dateTo: data.dateTo,
1624
1634
  search: data.search,
1625
- page: data.page,
1626
- limit: data.limit
1635
+ payee: data.payee,
1636
+ category: data.category,
1637
+ tag: data.tag,
1638
+ isActive: data.isActive
1627
1639
  }
1628
1640
  });
1629
1641
  }
1630
1642
 
1631
1643
  /**
1632
- * Get price by ID
1633
- * Returns a single price entry by its ID
1644
+ * Get payee autocomplete suggestions
1645
+ * Returns active payee names matching the query, sorted by recent usage. Used for transaction input autocomplete.
1634
1646
  * @param data The data for the request.
1635
- * @param data.id Price ID
1636
- * @param data.region Region code for tenant context
1637
- * @returns PriceResponseDto Price retrieved successfully
1647
+ * @param data.q Search query for payee name (partial match, case-insensitive)
1648
+ * @param data.limit Maximum number of suggestions
1649
+ * @returns PayeeAutocompleteResponseDto Autocomplete suggestions retrieved successfully
1638
1650
  * @throws ApiError
1639
1651
  */
1640
- public static priceControllerFindOne(
1641
- data: PriceControllerFindOneData
1642
- ): CancelablePromise<PriceControllerFindOneResponse> {
1652
+ public static payeeControllerAutocomplete(
1653
+ data: PayeeControllerAutocompleteData
1654
+ ): CancelablePromise<PayeeControllerAutocompleteResponse> {
1643
1655
  return __request(OpenAPI, {
1644
1656
  method: 'GET',
1645
- url: '/api/v1/{region}/bean/prices/{id}',
1646
- path: {
1647
- id: data.id,
1648
- region: data.region
1649
- },
1650
- errors: {
1651
- 404: 'Price not found'
1657
+ url: '/api/v1/bean/payees/autocomplete',
1658
+ query: {
1659
+ q: data.q,
1660
+ limit: data.limit
1652
1661
  }
1653
1662
  });
1654
1663
  }
1655
1664
 
1656
1665
  /**
1657
- * Update a price
1658
- * Updates an existing price entry
1666
+ * Get top payees by usage
1667
+ * Returns the most frequently used payees, sorted by use count. Used for statistics and analytics.
1659
1668
  * @param data The data for the request.
1660
- * @param data.id Price ID
1661
- * @param data.region Region code for tenant context
1662
- * @param data.requestBody
1663
- * @returns PriceResponseDto Price updated successfully
1669
+ * @param data.limit Maximum number of results
1670
+ * @returns PayeeStatsResponseDto Top payees retrieved successfully
1664
1671
  * @throws ApiError
1665
1672
  */
1666
- public static priceControllerUpdate(
1667
- data: PriceControllerUpdateData
1668
- ): CancelablePromise<PriceControllerUpdateResponse> {
1673
+ public static payeeControllerGetTopPayees(
1674
+ data: PayeeControllerGetTopPayeesData = {}
1675
+ ): CancelablePromise<PayeeControllerGetTopPayeesResponse> {
1669
1676
  return __request(OpenAPI, {
1670
- method: 'PUT',
1671
- url: '/api/v1/{region}/bean/prices/{id}',
1672
- path: {
1673
- id: data.id,
1674
- region: data.region
1675
- },
1676
- body: data.requestBody,
1677
- mediaType: 'application/json',
1678
- errors: {
1679
- 404: 'Price not found',
1680
- 409: 'Updated price conflicts with existing price'
1677
+ method: 'GET',
1678
+ url: '/api/v1/bean/payees/top',
1679
+ query: {
1680
+ limit: data.limit
1681
1681
  }
1682
1682
  });
1683
1683
  }
1684
1684
 
1685
1685
  /**
1686
- * Delete a price
1687
- * Deletes a price entry (hard delete)
1686
+ * Get payee by ID
1687
+ * Returns a specific payee mapping by its UUID
1688
1688
  * @param data The data for the request.
1689
- * @param data.id Price ID
1690
- * @param data.region Region code for tenant context
1691
- * @returns void Price deleted successfully
1689
+ * @param data.id Payee UUID
1690
+ * @returns PayeeResponseDto Payee retrieved successfully
1692
1691
  * @throws ApiError
1693
1692
  */
1694
- public static priceControllerDelete(
1695
- data: PriceControllerDeleteData
1696
- ): CancelablePromise<PriceControllerDeleteResponse> {
1693
+ public static payeeControllerFindOne(
1694
+ data: PayeeControllerFindOneData
1695
+ ): CancelablePromise<PayeeControllerFindOneResponse> {
1697
1696
  return __request(OpenAPI, {
1698
- method: 'DELETE',
1699
- url: '/api/v1/{region}/bean/prices/{id}',
1697
+ method: 'GET',
1698
+ url: '/api/v1/bean/payees/{id}',
1700
1699
  path: {
1701
- id: data.id,
1702
- region: data.region
1700
+ id: data.id
1703
1701
  },
1704
1702
  errors: {
1705
- 404: 'Price not found'
1703
+ 403: 'Payee belongs to another user',
1704
+ 404: 'Payee not found'
1706
1705
  }
1707
1706
  });
1708
1707
  }
1709
1708
 
1710
1709
  /**
1711
- * Bulk create prices
1712
- * Creates multiple price entries at once (skips duplicates)
1710
+ * Update payee
1711
+ * Updates a payee mapping. The payee name cannot be changed after creation.
1713
1712
  * @param data The data for the request.
1714
- * @param data.region Region code for tenant context
1713
+ * @param data.id Payee UUID
1715
1714
  * @param data.requestBody
1716
- * @returns PriceResponseDto Prices created successfully
1715
+ * @returns PayeeResponseDto Payee updated successfully
1717
1716
  * @throws ApiError
1718
1717
  */
1719
- public static priceControllerBulkCreate(
1720
- data: PriceControllerBulkCreateData
1721
- ): CancelablePromise<PriceControllerBulkCreateResponse> {
1718
+ public static payeeControllerUpdate(
1719
+ data: PayeeControllerUpdateData
1720
+ ): CancelablePromise<PayeeControllerUpdateResponse> {
1722
1721
  return __request(OpenAPI, {
1723
- method: 'POST',
1724
- url: '/api/v1/{region}/bean/prices/bulk',
1722
+ method: 'PUT',
1723
+ url: '/api/v1/bean/payees/{id}',
1725
1724
  path: {
1726
- region: data.region
1725
+ id: data.id
1727
1726
  },
1728
1727
  body: data.requestBody,
1729
- mediaType: 'application/json'
1728
+ mediaType: 'application/json',
1729
+ errors: {
1730
+ 400: 'Invalid input data',
1731
+ 404: 'Payee not found'
1732
+ }
1730
1733
  });
1731
1734
  }
1732
- }
1733
1735
 
1734
- export class RecurringRulesService {
1735
1736
  /**
1736
- * Create a new recurring rule
1737
- * Creates a new recurring transaction rule for the authenticated user
1737
+ * Delete payee
1738
+ * Soft deletes a payee by marking it as inactive. Inactive payees will not appear in autocomplete suggestions.
1738
1739
  * @param data The data for the request.
1739
- * @param data.region Region code for tenant context
1740
- * @param data.requestBody
1741
- * @returns RecurringRuleResponseDto Rule created successfully
1740
+ * @param data.id Payee UUID
1741
+ * @returns void Payee deleted successfully
1742
1742
  * @throws ApiError
1743
1743
  */
1744
- public static recurringRuleControllerCreate(
1745
- data: RecurringRuleControllerCreateData
1746
- ): CancelablePromise<RecurringRuleControllerCreateResponse> {
1744
+ public static payeeControllerDelete(
1745
+ data: PayeeControllerDeleteData
1746
+ ): CancelablePromise<PayeeControllerDeleteResponse> {
1747
1747
  return __request(OpenAPI, {
1748
- method: 'POST',
1749
- url: '/api/v1/{region}/bean/recurring-rules',
1748
+ method: 'DELETE',
1749
+ url: '/api/v1/bean/payees/{id}',
1750
1750
  path: {
1751
- region: data.region
1751
+ id: data.id
1752
1752
  },
1753
- body: data.requestBody,
1754
- mediaType: 'application/json',
1755
1753
  errors: {
1756
- 400: 'Invalid input data (e.g., autoCreate without accounts)',
1757
- 409: 'Rule with same name already exists'
1754
+ 404: 'Payee not found'
1758
1755
  }
1759
1756
  });
1760
1757
  }
1758
+ }
1761
1759
 
1760
+ export class AdminPayeeProfilesService {
1762
1761
  /**
1763
- * List recurring rules
1764
- * Returns all recurring rules for the authenticated user with optional filtering
1762
+ * Create payee profile (Admin only)
1763
+ * Creates a new global payee profile. The canonical name must be unique (case-insensitive).
1765
1764
  * @param data The data for the request.
1766
- * @param data.region Region code for tenant context
1767
- * @param data.isActive Filter by active status
1768
- * @param data.frequency Filter by frequency (WEEKLY, MONTHLY, etc.)
1769
- * @param data.hasAutoCreate Filter by autoCreate enabled
1770
- * @returns RecurringRuleResponseDto Rules retrieved successfully
1765
+ * @param data.requestBody
1766
+ * @returns PayeeProfileResponseDto Payee profile created successfully
1771
1767
  * @throws ApiError
1772
1768
  */
1773
- public static recurringRuleControllerFindAll(
1774
- data: RecurringRuleControllerFindAllData
1775
- ): CancelablePromise<RecurringRuleControllerFindAllResponse> {
1769
+ public static payeeProfileAdminControllerCreate(
1770
+ data: PayeeProfileAdminControllerCreateData
1771
+ ): CancelablePromise<PayeeProfileAdminControllerCreateResponse> {
1776
1772
  return __request(OpenAPI, {
1777
- method: 'GET',
1778
- url: '/api/v1/{region}/bean/recurring-rules',
1779
- path: {
1780
- region: data.region
1781
- },
1782
- query: {
1783
- isActive: data.isActive,
1784
- frequency: data.frequency,
1785
- hasAutoCreate: data.hasAutoCreate
1773
+ method: 'POST',
1774
+ url: '/api/v1/admin/payee-profiles',
1775
+ body: data.requestBody,
1776
+ mediaType: 'application/json',
1777
+ errors: {
1778
+ 400: 'Validation failed',
1779
+ 403: 'Admin access required',
1780
+ 409: 'Payee profile already exists'
1786
1781
  }
1787
1782
  });
1788
1783
  }
1789
1784
 
1790
1785
  /**
1791
- * Create recurring rule from transaction
1792
- * Auto-creates a recurring rule using transaction data. User only confirms frequency.
1786
+ * List payee profiles (Admin only)
1787
+ * Returns all payee profiles with optional filtering by category, country, verification status, etc.
1793
1788
  * @param data The data for the request.
1794
- * @param data.transactionId Source transaction ID
1795
- * @param data.region Region code for tenant context
1796
- * @param data.requestBody
1797
- * @returns RecurringRuleResponseDto Rule created successfully
1789
+ * @param data.search Search term for canonical name and aliases (case-insensitive)
1790
+ * @param data.category Filter by category
1791
+ * @param data.country Filter by country (ISO 3166-1 alpha-2)
1792
+ * @param data.isActive Filter by active status (default: true - show only active)
1793
+ * @param data.verified Filter by verification status. true = verified only, false = unverified only
1794
+ * @param data.dataSource Filter by data source
1795
+ * @returns PayeeProfileListResponseDto Payee profiles retrieved successfully
1798
1796
  * @throws ApiError
1799
1797
  */
1800
- public static recurringRuleControllerCreateFromTransaction(
1801
- data: RecurringRuleControllerCreateFromTransactionData
1802
- ): CancelablePromise<RecurringRuleControllerCreateFromTransactionResponse> {
1798
+ public static payeeProfileAdminControllerFindAll(
1799
+ data: PayeeProfileAdminControllerFindAllData = {}
1800
+ ): CancelablePromise<PayeeProfileAdminControllerFindAllResponse> {
1803
1801
  return __request(OpenAPI, {
1804
- method: 'POST',
1805
- url: '/api/v1/{region}/bean/recurring-rules/from-transaction/{transactionId}',
1806
- path: {
1807
- transactionId: data.transactionId,
1808
- region: data.region
1802
+ method: 'GET',
1803
+ url: '/api/v1/admin/payee-profiles',
1804
+ query: {
1805
+ search: data.search,
1806
+ category: data.category,
1807
+ country: data.country,
1808
+ isActive: data.isActive,
1809
+ verified: data.verified,
1810
+ dataSource: data.dataSource
1809
1811
  },
1810
- body: data.requestBody,
1811
- mediaType: 'application/json',
1812
1812
  errors: {
1813
- 404: 'Transaction not found',
1814
- 409: 'Rule with same name already exists or transaction already linked'
1813
+ 403: 'Admin access required'
1815
1814
  }
1816
1815
  });
1817
1816
  }
1818
1817
 
1819
1818
  /**
1820
- * Get recurring rule by ID
1821
- * Returns a specific recurring rule with its details
1819
+ * Get payee profile by ID (Admin only)
1820
+ * Returns a single payee profile by its ID.
1822
1821
  * @param data The data for the request.
1823
- * @param data.id Rule ID
1824
- * @param data.region Region code for tenant context
1825
- * @returns RecurringRuleResponseDto Rule retrieved successfully
1822
+ * @param data.id Payee profile ID (UUID)
1823
+ * @returns PayeeProfileResponseDto Payee profile retrieved successfully
1826
1824
  * @throws ApiError
1827
1825
  */
1828
- public static recurringRuleControllerFindOne(
1829
- data: RecurringRuleControllerFindOneData
1830
- ): CancelablePromise<RecurringRuleControllerFindOneResponse> {
1826
+ public static payeeProfileAdminControllerFindOne(
1827
+ data: PayeeProfileAdminControllerFindOneData
1828
+ ): CancelablePromise<PayeeProfileAdminControllerFindOneResponse> {
1831
1829
  return __request(OpenAPI, {
1832
1830
  method: 'GET',
1833
- url: '/api/v1/{region}/bean/recurring-rules/{id}',
1831
+ url: '/api/v1/admin/payee-profiles/{id}',
1834
1832
  path: {
1835
- id: data.id,
1836
- region: data.region
1833
+ id: data.id
1837
1834
  },
1838
1835
  errors: {
1839
- 404: 'Rule not found'
1836
+ 403: 'Admin access required',
1837
+ 404: 'Payee profile not found'
1840
1838
  }
1841
1839
  });
1842
1840
  }
1843
1841
 
1844
1842
  /**
1845
- * Update recurring rule
1846
- * Updates an existing recurring rule
1843
+ * Update payee profile (Admin only)
1844
+ * Updates an existing payee profile. The canonical name cannot be changed.
1847
1845
  * @param data The data for the request.
1848
- * @param data.id Rule ID
1849
- * @param data.region Region code for tenant context
1846
+ * @param data.id Payee profile ID (UUID)
1850
1847
  * @param data.requestBody
1851
- * @returns RecurringRuleResponseDto Rule updated successfully
1848
+ * @returns PayeeProfileResponseDto Payee profile updated successfully
1852
1849
  * @throws ApiError
1853
1850
  */
1854
- public static recurringRuleControllerUpdate(
1855
- data: RecurringRuleControllerUpdateData
1856
- ): CancelablePromise<RecurringRuleControllerUpdateResponse> {
1851
+ public static payeeProfileAdminControllerUpdate(
1852
+ data: PayeeProfileAdminControllerUpdateData
1853
+ ): CancelablePromise<PayeeProfileAdminControllerUpdateResponse> {
1857
1854
  return __request(OpenAPI, {
1858
- method: 'PATCH',
1859
- url: '/api/v1/{region}/bean/recurring-rules/{id}',
1855
+ method: 'PUT',
1856
+ url: '/api/v1/admin/payee-profiles/{id}',
1860
1857
  path: {
1861
- id: data.id,
1862
- region: data.region
1858
+ id: data.id
1863
1859
  },
1864
1860
  body: data.requestBody,
1865
1861
  mediaType: 'application/json',
1866
1862
  errors: {
1867
- 400: 'Invalid input data',
1868
- 404: 'Rule not found'
1863
+ 403: 'Admin access required',
1864
+ 404: 'Payee profile not found'
1869
1865
  }
1870
1866
  });
1871
1867
  }
1872
1868
 
1873
1869
  /**
1874
- * Delete recurring rule
1875
- * Soft deletes a recurring rule (sets isActive to false)
1870
+ * Soft delete payee profile (Admin only)
1871
+ * Marks a payee profile as inactive (soft delete). The profile cannot be deleted if it is referenced by user payees.
1876
1872
  * @param data The data for the request.
1877
- * @param data.id Rule ID
1878
- * @param data.region Region code for tenant context
1879
- * @returns void Rule deleted successfully
1873
+ * @param data.id Payee profile ID (UUID)
1874
+ * @returns void Payee profile deleted successfully
1880
1875
  * @throws ApiError
1881
1876
  */
1882
- public static recurringRuleControllerDelete(
1883
- data: RecurringRuleControllerDeleteData
1884
- ): CancelablePromise<RecurringRuleControllerDeleteResponse> {
1877
+ public static payeeProfileAdminControllerDelete(
1878
+ data: PayeeProfileAdminControllerDeleteData
1879
+ ): CancelablePromise<PayeeProfileAdminControllerDeleteResponse> {
1885
1880
  return __request(OpenAPI, {
1886
1881
  method: 'DELETE',
1887
- url: '/api/v1/{region}/bean/recurring-rules/{id}',
1882
+ url: '/api/v1/admin/payee-profiles/{id}',
1888
1883
  path: {
1889
- id: data.id,
1890
- region: data.region
1884
+ id: data.id
1891
1885
  },
1892
1886
  errors: {
1893
- 404: 'Rule not found'
1887
+ 403: 'Admin access required',
1888
+ 404: 'Payee profile not found',
1889
+ 409: 'Payee profile is in use and cannot be deleted'
1894
1890
  }
1895
1891
  });
1896
1892
  }
1897
1893
 
1898
1894
  /**
1899
- * Get rule with statistics
1900
- * Returns a rule with pending/overdue counts and next expected date
1895
+ * Verify payee profile (Admin only)
1896
+ * Marks a payee profile as verified by setting verifiedAt to current timestamp.
1901
1897
  * @param data The data for the request.
1902
- * @param data.id Rule ID
1903
- * @param data.region Region code for tenant context
1904
- * @returns RecurringRuleWithStatsResponseDto Rule with stats retrieved successfully
1898
+ * @param data.id Payee profile ID (UUID)
1899
+ * @returns PayeeProfileResponseDto Payee profile verified successfully
1905
1900
  * @throws ApiError
1906
1901
  */
1907
- public static recurringRuleControllerGetWithStats(
1908
- data: RecurringRuleControllerGetWithStatsData
1909
- ): CancelablePromise<RecurringRuleControllerGetWithStatsResponse> {
1902
+ public static payeeProfileAdminControllerVerify(
1903
+ data: PayeeProfileAdminControllerVerifyData
1904
+ ): CancelablePromise<PayeeProfileAdminControllerVerifyResponse> {
1910
1905
  return __request(OpenAPI, {
1911
- method: 'GET',
1912
- url: '/api/v1/{region}/bean/recurring-rules/{id}/stats',
1906
+ method: 'POST',
1907
+ url: '/api/v1/admin/payee-profiles/{id}/verify',
1913
1908
  path: {
1914
- id: data.id,
1915
- region: data.region
1909
+ id: data.id
1916
1910
  },
1917
1911
  errors: {
1918
- 404: 'Rule not found'
1912
+ 403: 'Admin access required',
1913
+ 404: 'Payee profile not found'
1919
1914
  }
1920
1915
  });
1921
1916
  }
1922
- }
1923
1917
 
1924
- export class ExpectedTransactionsService {
1925
1918
  /**
1926
- * List expected transactions
1927
- * Returns expected transactions for the authenticated user with optional filtering
1919
+ * Unverify payee profile (Admin only)
1920
+ * Removes verification status by setting verifiedAt to null.
1928
1921
  * @param data The data for the request.
1929
- * @param data.region Region code for tenant context
1930
- * @param data.ruleId Filter by recurring rule ID
1931
- * @param data.status Filter by status (PENDING, COMPLETED, SKIPPED)
1932
- * @param data.fromDate Filter by date range start (YYYY-MM-DD)
1933
- * @param data.toDate Filter by date range end (YYYY-MM-DD)
1934
- * @returns ExpectedTransactionListResponseDto Expected transactions retrieved successfully
1922
+ * @param data.id Payee profile ID (UUID)
1923
+ * @returns void Payee profile unverified successfully
1935
1924
  * @throws ApiError
1936
1925
  */
1937
- public static expectedTransactionControllerFindAll(
1938
- data: ExpectedTransactionControllerFindAllData
1939
- ): CancelablePromise<ExpectedTransactionControllerFindAllResponse> {
1926
+ public static payeeProfileAdminControllerUnverify(
1927
+ data: PayeeProfileAdminControllerUnverifyData
1928
+ ): CancelablePromise<PayeeProfileAdminControllerUnverifyResponse> {
1940
1929
  return __request(OpenAPI, {
1941
- method: 'GET',
1942
- url: '/api/v1/{region}/bean/expected-transactions',
1930
+ method: 'DELETE',
1931
+ url: '/api/v1/admin/payee-profiles/{id}/verify',
1943
1932
  path: {
1944
- region: data.region
1933
+ id: data.id
1945
1934
  },
1946
- query: {
1947
- ruleId: data.ruleId,
1948
- status: data.status,
1949
- fromDate: data.fromDate,
1950
- toDate: data.toDate
1935
+ errors: {
1936
+ 403: 'Admin access required',
1937
+ 404: 'Payee profile not found'
1951
1938
  }
1952
1939
  });
1953
1940
  }
1941
+ }
1954
1942
 
1943
+ export class PayeeProfilesService {
1955
1944
  /**
1956
- * List overdue expected transactions
1957
- * Returns all overdue expected transactions (PENDING past tolerance)
1958
- * @param data The data for the request.
1959
- * @param data.region Region code for tenant context
1960
- * @returns ExpectedTransactionListResponseDto Overdue transactions retrieved successfully
1945
+ * List active payee profiles (directory dump)
1946
+ * Returns the full active PayeeProfile set as a trimmed projection for client-side dictionary caching. Aliases are verbatim as stored; clients normalize on their side.
1947
+ * @returns PayeeProfileDirectoryResponseDto Active payee profiles
1961
1948
  * @throws ApiError
1962
1949
  */
1963
- public static expectedTransactionControllerFindOverdue(
1964
- data: ExpectedTransactionControllerFindOverdueData
1965
- ): CancelablePromise<ExpectedTransactionControllerFindOverdueResponse> {
1950
+ public static payeeProfileControllerListActive(): CancelablePromise<PayeeProfileControllerListActiveResponse> {
1966
1951
  return __request(OpenAPI, {
1967
1952
  method: 'GET',
1968
- url: '/api/v1/{region}/bean/expected-transactions/overdue',
1969
- path: {
1970
- region: data.region
1953
+ url: '/api/v1/bean/payee-profiles',
1954
+ errors: {
1955
+ 401: 'Missing or invalid token'
1971
1956
  }
1972
1957
  });
1973
1958
  }
1959
+ }
1974
1960
 
1961
+ export class BeanCommoditiesService {
1975
1962
  /**
1976
- * Get expected transaction by ID
1977
- * Returns a specific expected transaction with rule details
1963
+ * Create a new commodity
1964
+ * Creates a new commodity definition for the authenticated user
1978
1965
  * @param data The data for the request.
1979
- * @param data.id Expected transaction ID
1980
1966
  * @param data.region Region code for tenant context
1981
- * @returns ExpectedTransactionResponseDto Expected transaction retrieved successfully
1967
+ * @param data.requestBody
1968
+ * @returns CommodityResponseDto Commodity created successfully
1982
1969
  * @throws ApiError
1983
1970
  */
1984
- public static expectedTransactionControllerFindOne(
1985
- data: ExpectedTransactionControllerFindOneData
1986
- ): CancelablePromise<ExpectedTransactionControllerFindOneResponse> {
1971
+ public static commodityControllerCreate(
1972
+ data: CommodityControllerCreateData
1973
+ ): CancelablePromise<CommodityControllerCreateResponse> {
1987
1974
  return __request(OpenAPI, {
1988
- method: 'GET',
1989
- url: '/api/v1/{region}/bean/expected-transactions/{id}',
1975
+ method: 'POST',
1976
+ url: '/api/v1/{region}/bean/commodities',
1990
1977
  path: {
1991
- id: data.id,
1992
1978
  region: data.region
1993
1979
  },
1980
+ body: data.requestBody,
1981
+ mediaType: 'application/json',
1994
1982
  errors: {
1995
- 404: 'Expected transaction not found'
1983
+ 400: 'Invalid input data',
1984
+ 409: 'Commodity already exists'
1996
1985
  }
1997
1986
  });
1998
1987
  }
1999
1988
 
2000
1989
  /**
2001
- * Skip expected transaction
2002
- * Marks an expected transaction as skipped (PENDING -> SKIPPED)
1990
+ * List user commodities
1991
+ * Returns all commodity definitions for the authenticated user with optional filtering
2003
1992
  * @param data The data for the request.
2004
- * @param data.id Expected transaction ID
2005
1993
  * @param data.region Region code for tenant context
2006
- * @returns ExpectedTransactionResponseDto Expected transaction skipped successfully
1994
+ * @param data.search Search term for symbol or metadata fields (partial match). Searches symbol and metadata.name.
1995
+ * @param data.symbol Filter by exact symbol match
1996
+ * @returns CommodityListResponseDto Commodities retrieved successfully
2007
1997
  * @throws ApiError
2008
1998
  */
2009
- public static expectedTransactionControllerSkip(
2010
- data: ExpectedTransactionControllerSkipData
2011
- ): CancelablePromise<ExpectedTransactionControllerSkipResponse> {
1999
+ public static commodityControllerFindAll(
2000
+ data: CommodityControllerFindAllData
2001
+ ): CancelablePromise<CommodityControllerFindAllResponse> {
2012
2002
  return __request(OpenAPI, {
2013
- method: 'POST',
2014
- url: '/api/v1/{region}/bean/expected-transactions/{id}/skip',
2003
+ method: 'GET',
2004
+ url: '/api/v1/{region}/bean/commodities',
2015
2005
  path: {
2016
- id: data.id,
2017
2006
  region: data.region
2018
2007
  },
2019
- errors: {
2020
- 400: 'Cannot skip - not in PENDING status',
2021
- 404: 'Expected transaction not found'
2008
+ query: {
2009
+ search: data.search,
2010
+ symbol: data.symbol
2022
2011
  }
2023
2012
  });
2024
2013
  }
2025
2014
 
2026
2015
  /**
2027
- * Undo skip
2028
- * Reverses a skip operation (SKIPPED -> PENDING)
2016
+ * Get commodity by symbol
2017
+ * Returns a specific commodity definition by its symbol
2029
2018
  * @param data The data for the request.
2030
- * @param data.id Expected transaction ID
2019
+ * @param data.symbol Commodity symbol
2031
2020
  * @param data.region Region code for tenant context
2032
- * @returns ExpectedTransactionResponseDto Skip undone successfully
2021
+ * @returns CommodityResponseDto Commodity retrieved successfully
2033
2022
  * @throws ApiError
2034
2023
  */
2035
- public static expectedTransactionControllerUndoSkip(
2036
- data: ExpectedTransactionControllerUndoSkipData
2037
- ): CancelablePromise<ExpectedTransactionControllerUndoSkipResponse> {
2024
+ public static commodityControllerFindOne(
2025
+ data: CommodityControllerFindOneData
2026
+ ): CancelablePromise<CommodityControllerFindOneResponse> {
2038
2027
  return __request(OpenAPI, {
2039
- method: 'DELETE',
2040
- url: '/api/v1/{region}/bean/expected-transactions/{id}/skip',
2028
+ method: 'GET',
2029
+ url: '/api/v1/{region}/bean/commodities/{symbol}',
2041
2030
  path: {
2042
- id: data.id,
2031
+ symbol: data.symbol,
2043
2032
  region: data.region
2044
2033
  },
2045
2034
  errors: {
2046
- 400: 'Cannot undo - not in SKIPPED status',
2047
- 404: 'Expected transaction not found'
2035
+ 404: 'Commodity not found'
2048
2036
  }
2049
2037
  });
2050
2038
  }
2051
2039
 
2052
2040
  /**
2053
- * Confirm transaction match
2054
- * Manually matches an expected transaction with an actual transaction
2041
+ * Update commodity
2042
+ * Updates an existing commodity definition. Symbol cannot be changed.
2055
2043
  * @param data The data for the request.
2056
- * @param data.id Expected transaction ID
2044
+ * @param data.symbol Commodity symbol
2057
2045
  * @param data.region Region code for tenant context
2058
2046
  * @param data.requestBody
2059
- * @returns unknown Match confirmed successfully
2047
+ * @returns CommodityResponseDto Commodity updated successfully
2060
2048
  * @throws ApiError
2061
2049
  */
2062
- public static expectedTransactionControllerConfirmMatch(
2063
- data: ExpectedTransactionControllerConfirmMatchData
2064
- ): CancelablePromise<ExpectedTransactionControllerConfirmMatchResponse> {
2050
+ public static commodityControllerUpdate(
2051
+ data: CommodityControllerUpdateData
2052
+ ): CancelablePromise<CommodityControllerUpdateResponse> {
2065
2053
  return __request(OpenAPI, {
2066
- method: 'POST',
2067
- url: '/api/v1/{region}/bean/expected-transactions/{id}/match',
2054
+ method: 'PUT',
2055
+ url: '/api/v1/{region}/bean/commodities/{symbol}',
2068
2056
  path: {
2069
- id: data.id,
2057
+ symbol: data.symbol,
2070
2058
  region: data.region
2071
2059
  },
2072
2060
  body: data.requestBody,
2073
- mediaType: 'application/json',
2074
- errors: {
2075
- 400: 'Cannot match - not in PENDING status',
2076
- 404: 'Expected or actual transaction not found',
2077
- 409: 'Actual transaction already matched to another rule'
2061
+ mediaType: 'application/json',
2062
+ errors: {
2063
+ 400: 'Invalid input data',
2064
+ 404: 'Commodity not found'
2078
2065
  }
2079
2066
  });
2080
2067
  }
2081
2068
 
2082
2069
  /**
2083
- * Unmatch transaction
2084
- * Removes the match between expected and actual transaction (COMPLETED -> PENDING)
2070
+ * Delete commodity
2071
+ * Deletes a commodity definition
2085
2072
  * @param data The data for the request.
2086
- * @param data.id Expected transaction ID
2073
+ * @param data.symbol Commodity symbol
2087
2074
  * @param data.region Region code for tenant context
2088
- * @returns unknown Match removed successfully
2075
+ * @returns void Commodity deleted successfully
2089
2076
  * @throws ApiError
2090
2077
  */
2091
- public static expectedTransactionControllerUnmatch(
2092
- data: ExpectedTransactionControllerUnmatchData
2093
- ): CancelablePromise<ExpectedTransactionControllerUnmatchResponse> {
2078
+ public static commodityControllerDelete(
2079
+ data: CommodityControllerDeleteData
2080
+ ): CancelablePromise<CommodityControllerDeleteResponse> {
2094
2081
  return __request(OpenAPI, {
2095
2082
  method: 'DELETE',
2096
- url: '/api/v1/{region}/bean/expected-transactions/{id}/match',
2083
+ url: '/api/v1/{region}/bean/commodities/{symbol}',
2097
2084
  path: {
2098
- id: data.id,
2085
+ symbol: data.symbol,
2099
2086
  region: data.region
2100
2087
  },
2101
2088
  errors: {
2102
- 400: 'Cannot unmatch - not in COMPLETED status',
2103
- 404: 'Expected transaction not found'
2089
+ 404: 'Commodity not found'
2104
2090
  }
2105
2091
  });
2106
2092
  }
2107
2093
 
2108
2094
  /**
2109
- * Enter Now
2110
- * Creates an actual transaction for an expected transaction (YNAB-style Enter Now)
2095
+ * Ensure commodity exists
2096
+ * Gets existing commodity or creates it with automatic initialization from OpenBB
2111
2097
  * @param data The data for the request.
2112
- * @param data.id Expected transaction ID
2098
+ * @param data.symbol Commodity symbol
2113
2099
  * @param data.region Region code for tenant context
2114
- * @param data.requestBody
2115
- * @returns unknown Transaction created successfully
2100
+ * @returns CommodityResponseDto Commodity retrieved or created
2116
2101
  * @throws ApiError
2117
2102
  */
2118
- public static expectedTransactionControllerEnterNow(
2119
- data: ExpectedTransactionControllerEnterNowData
2120
- ): CancelablePromise<ExpectedTransactionControllerEnterNowResponse> {
2103
+ public static commodityControllerGetOrCreate(
2104
+ data: CommodityControllerGetOrCreateData
2105
+ ): CancelablePromise<CommodityControllerGetOrCreateResponse> {
2121
2106
  return __request(OpenAPI, {
2122
2107
  method: 'POST',
2123
- url: '/api/v1/{region}/bean/expected-transactions/{id}/enter',
2108
+ url: '/api/v1/{region}/bean/commodities/{symbol}/ensure',
2124
2109
  path: {
2125
- id: data.id,
2110
+ symbol: data.symbol,
2126
2111
  region: data.region
2127
- },
2128
- body: data.requestBody,
2129
- mediaType: 'application/json',
2130
- errors: {
2131
- 400: 'Cannot enter - not in PENDING status or missing accounts',
2132
- 404: 'Expected transaction or accounts not found'
2133
2112
  }
2134
2113
  });
2135
2114
  }
2136
- }
2137
2115
 
2138
- export class RecurringForecastService {
2139
2116
  /**
2140
- * Get cash flow forecast
2141
- * Returns predicted outflows for the next N months based on active recurring rules
2117
+ * Bulk create commodities
2118
+ * Creates multiple commodities from a list of symbols, useful for initialization
2142
2119
  * @param data The data for the request.
2143
2120
  * @param data.region Region code for tenant context
2144
- * @param data.months Number of months to forecast (1-12, default 3)
2145
- * @returns ForecastResponseDto Forecast retrieved successfully
2121
+ * @returns CommodityResponseDto Commodities created successfully
2146
2122
  * @throws ApiError
2147
2123
  */
2148
- public static forecastControllerGetForecast(
2149
- data: ForecastControllerGetForecastData
2150
- ): CancelablePromise<ForecastControllerGetForecastResponse> {
2124
+ public static commodityControllerBulkCreate(
2125
+ data: CommodityControllerBulkCreateData
2126
+ ): CancelablePromise<CommodityControllerBulkCreateResponse> {
2151
2127
  return __request(OpenAPI, {
2152
- method: 'GET',
2153
- url: '/api/v1/{region}/bean/recurring/forecast',
2128
+ method: 'POST',
2129
+ url: '/api/v1/{region}/bean/commodities/bulk',
2154
2130
  path: {
2155
2131
  region: data.region
2156
- },
2157
- query: {
2158
- months: data.months
2159
2132
  }
2160
2133
  });
2161
2134
  }
@@ -2318,534 +2291,626 @@ export class ReportingService {
2318
2291
  }
2319
2292
  }
2320
2293
 
2321
- export class UsersService {
2294
+ export class BeanPricesService {
2322
2295
  /**
2323
- * Delete own user account
2296
+ * Create a new price
2297
+ * Creates a new price entry for the authenticated user
2324
2298
  * @param data The data for the request.
2299
+ * @param data.region Region code for tenant context
2325
2300
  * @param data.requestBody
2326
- * @returns void User deleted successfully
2301
+ * @returns PriceResponseDto Price created successfully
2327
2302
  * @throws ApiError
2328
2303
  */
2329
- public static userControllerDeleteOwnUser(
2330
- data: UserControllerDeleteOwnUserData
2331
- ): CancelablePromise<UserControllerDeleteOwnUserResponse> {
2304
+ public static priceControllerCreate(
2305
+ data: PriceControllerCreateData
2306
+ ): CancelablePromise<PriceControllerCreateResponse> {
2332
2307
  return __request(OpenAPI, {
2333
- method: 'DELETE',
2334
- url: '/api/v1/users',
2308
+ method: 'POST',
2309
+ url: '/api/v1/{region}/bean/prices',
2310
+ path: {
2311
+ region: data.region
2312
+ },
2335
2313
  body: data.requestBody,
2336
2314
  mediaType: 'application/json',
2337
2315
  errors: {
2338
- 403: 'Invalid access token'
2316
+ 404: 'Currency or quoteCurrency commodity not found',
2317
+ 409: 'Price already exists for this currency pair and date'
2339
2318
  }
2340
2319
  });
2341
2320
  }
2342
2321
 
2343
2322
  /**
2344
- * Get current authenticated user
2323
+ * List user prices
2324
+ * Returns all price entries for the authenticated user with optional filtering
2345
2325
  * @param data The data for the request.
2346
- * @param data.acceptLanguage
2347
- * @returns unknown User retrieved successfully
2326
+ * @param data.region Region code for tenant context
2327
+ * @param data.currency Filter by currency (e.g., BTC, AAPL, USD)
2328
+ * @param data.quoteCurrency Filter by quote currency (pricing currency, e.g., USD, CNY)
2329
+ * @param data.dateFrom Filter prices from this date (ISO 8601 format)
2330
+ * @param data.dateTo Filter prices to this date (ISO 8601 format)
2331
+ * @param data.search Search term for currency or quoteCurrency (case-insensitive partial match)
2332
+ * @param data.page Page number for pagination (default: 1)
2333
+ * @param data.limit Number of items per page (default: 20, max: 100)
2334
+ * @returns PriceListResponseDto Prices retrieved successfully
2348
2335
  * @throws ApiError
2349
2336
  */
2350
- public static userControllerGetUser(
2351
- data: UserControllerGetUserData
2352
- ): CancelablePromise<UserControllerGetUserResponse> {
2337
+ public static priceControllerFindAll(
2338
+ data: PriceControllerFindAllData
2339
+ ): CancelablePromise<PriceControllerFindAllResponse> {
2353
2340
  return __request(OpenAPI, {
2354
2341
  method: 'GET',
2355
- url: '/api/v1/users',
2356
- headers: {
2357
- 'accept-language': data.acceptLanguage
2342
+ url: '/api/v1/{region}/bean/prices',
2343
+ path: {
2344
+ region: data.region
2345
+ },
2346
+ query: {
2347
+ currency: data.currency,
2348
+ quoteCurrency: data.quoteCurrency,
2349
+ dateFrom: data.dateFrom,
2350
+ dateTo: data.dateTo,
2351
+ search: data.search,
2352
+ page: data.page,
2353
+ limit: data.limit
2358
2354
  }
2359
2355
  });
2360
2356
  }
2361
2357
 
2362
2358
  /**
2363
- * Sign up new user
2364
- * Create a new account with auto-generated access token. Protected by Cloudflare Turnstile to prevent automated signup (when enabled).
2359
+ * Get price by ID
2360
+ * Returns a single price entry by its ID
2365
2361
  * @param data The data for the request.
2366
- * @param data.requestBody
2367
- * @returns SignupResponseDto User created successfully
2362
+ * @param data.id Price ID
2363
+ * @param data.region Region code for tenant context
2364
+ * @returns PriceResponseDto Price retrieved successfully
2368
2365
  * @throws ApiError
2369
2366
  */
2370
- public static userControllerSignupUser(
2371
- data: UserControllerSignupUserData
2372
- ): CancelablePromise<UserControllerSignupUserResponse> {
2367
+ public static priceControllerFindOne(
2368
+ data: PriceControllerFindOneData
2369
+ ): CancelablePromise<PriceControllerFindOneResponse> {
2373
2370
  return __request(OpenAPI, {
2374
- method: 'POST',
2375
- url: '/api/v1/users',
2376
- body: data.requestBody,
2377
- mediaType: 'application/json',
2371
+ method: 'GET',
2372
+ url: '/api/v1/{region}/bean/prices/{id}',
2373
+ path: {
2374
+ id: data.id,
2375
+ region: data.region
2376
+ },
2378
2377
  errors: {
2379
- 400: 'Invalid Turnstile token (when Turnstile is enabled)',
2380
- 403: 'User signup is disabled'
2378
+ 404: 'Price not found'
2381
2379
  }
2382
2380
  });
2383
2381
  }
2384
2382
 
2385
2383
  /**
2386
- * Delete user by ID (admin only)
2384
+ * Update a price
2385
+ * Updates an existing price entry
2387
2386
  * @param data The data for the request.
2388
- * @param data.id User ID to delete
2389
- * @returns void User deleted successfully
2387
+ * @param data.id Price ID
2388
+ * @param data.region Region code for tenant context
2389
+ * @param data.requestBody
2390
+ * @returns PriceResponseDto Price updated successfully
2390
2391
  * @throws ApiError
2391
2392
  */
2392
- public static userControllerDeleteUser(
2393
- data: UserControllerDeleteUserData
2394
- ): CancelablePromise<UserControllerDeleteUserResponse> {
2393
+ public static priceControllerUpdate(
2394
+ data: PriceControllerUpdateData
2395
+ ): CancelablePromise<PriceControllerUpdateResponse> {
2395
2396
  return __request(OpenAPI, {
2396
- method: 'DELETE',
2397
- url: '/api/v1/users/{id}',
2397
+ method: 'PUT',
2398
+ url: '/api/v1/{region}/bean/prices/{id}',
2398
2399
  path: {
2399
- id: data.id
2400
+ id: data.id,
2401
+ region: data.region
2400
2402
  },
2403
+ body: data.requestBody,
2404
+ mediaType: 'application/json',
2401
2405
  errors: {
2402
- 403: 'Cannot delete own account or insufficient permissions'
2406
+ 404: 'Price not found',
2407
+ 409: 'Updated price conflicts with existing price'
2403
2408
  }
2404
2409
  });
2405
2410
  }
2406
2411
 
2407
2412
  /**
2408
- * Get user info by user ID
2413
+ * Delete a price
2414
+ * Deletes a price entry (hard delete)
2409
2415
  * @param data The data for the request.
2410
- * @param data.id User ID
2411
- * @returns unknown User info retrieved successfully
2416
+ * @param data.id Price ID
2417
+ * @param data.region Region code for tenant context
2418
+ * @returns void Price deleted successfully
2412
2419
  * @throws ApiError
2413
2420
  */
2414
- public static userControllerGetUserInfo(
2415
- data: UserControllerGetUserInfoData
2416
- ): CancelablePromise<UserControllerGetUserInfoResponse> {
2421
+ public static priceControllerDelete(
2422
+ data: PriceControllerDeleteData
2423
+ ): CancelablePromise<PriceControllerDeleteResponse> {
2417
2424
  return __request(OpenAPI, {
2418
- method: 'GET',
2419
- url: '/api/v1/users/{id}/info',
2425
+ method: 'DELETE',
2426
+ url: '/api/v1/{region}/bean/prices/{id}',
2420
2427
  path: {
2421
- id: data.id
2428
+ id: data.id,
2429
+ region: data.region
2422
2430
  },
2423
2431
  errors: {
2424
- 403: 'Cannot access other user info without admin permission'
2432
+ 404: 'Price not found'
2425
2433
  }
2426
2434
  });
2427
2435
  }
2428
2436
 
2429
2437
  /**
2430
- * Update user settings
2438
+ * Bulk create prices
2439
+ * Creates multiple price entries at once (skips duplicates)
2431
2440
  * @param data The data for the request.
2441
+ * @param data.region Region code for tenant context
2432
2442
  * @param data.requestBody
2433
- * @returns unknown Settings updated successfully
2443
+ * @returns PriceResponseDto Prices created successfully
2434
2444
  * @throws ApiError
2435
2445
  */
2436
- public static userControllerUpdateUserSetting(
2437
- data: UserControllerUpdateUserSettingData
2438
- ): CancelablePromise<UserControllerUpdateUserSettingResponse> {
2446
+ public static priceControllerBulkCreate(
2447
+ data: PriceControllerBulkCreateData
2448
+ ): CancelablePromise<PriceControllerBulkCreateResponse> {
2439
2449
  return __request(OpenAPI, {
2440
- method: 'PUT',
2441
- url: '/api/v1/users/setting',
2450
+ method: 'POST',
2451
+ url: '/api/v1/{region}/bean/prices/bulk',
2452
+ path: {
2453
+ region: data.region
2454
+ },
2442
2455
  body: data.requestBody,
2443
- mediaType: 'application/json',
2444
- errors: {
2445
- 403: 'Insufficient permissions'
2446
- }
2456
+ mediaType: 'application/json'
2447
2457
  });
2448
2458
  }
2459
+ }
2449
2460
 
2461
+ export class RecurringRulesService {
2450
2462
  /**
2451
- * Get all user settings paginated (admin only)
2463
+ * Create a new recurring rule
2464
+ * Creates a new recurring transaction rule for the authenticated user
2452
2465
  * @param data The data for the request.
2453
- * @param data.pageNo Page number
2454
- * @param data.pageSize Page size
2455
- * @returns unknown Settings list retrieved successfully
2466
+ * @param data.region Region code for tenant context
2467
+ * @param data.requestBody
2468
+ * @returns RecurringRuleResponseDto Rule created successfully
2456
2469
  * @throws ApiError
2457
2470
  */
2458
- public static userControllerGetAllUserSettingsByPage(
2459
- data: UserControllerGetAllUserSettingsByPageData
2460
- ): CancelablePromise<UserControllerGetAllUserSettingsByPageResponse> {
2471
+ public static recurringRuleControllerCreate(
2472
+ data: RecurringRuleControllerCreateData
2473
+ ): CancelablePromise<RecurringRuleControllerCreateResponse> {
2461
2474
  return __request(OpenAPI, {
2462
- method: 'GET',
2463
- url: '/api/v1/users/settings-by-page',
2464
- query: {
2465
- pageNo: data.pageNo,
2466
- pageSize: data.pageSize
2475
+ method: 'POST',
2476
+ url: '/api/v1/{region}/bean/recurring-rules',
2477
+ path: {
2478
+ region: data.region
2479
+ },
2480
+ body: data.requestBody,
2481
+ mediaType: 'application/json',
2482
+ errors: {
2483
+ 400: 'Invalid input data (e.g., autoCreate without accounts)',
2484
+ 409: 'Rule with same name already exists'
2467
2485
  }
2468
2486
  });
2469
2487
  }
2470
2488
 
2471
2489
  /**
2472
- * Get asset and liability summary for current user
2473
- * @returns unknown Summary retrieved successfully
2490
+ * List recurring rules
2491
+ * Returns all recurring rules for the authenticated user with optional filtering
2492
+ * @param data The data for the request.
2493
+ * @param data.region Region code for tenant context
2494
+ * @param data.isActive Filter by active status
2495
+ * @param data.frequency Filter by frequency (WEEKLY, MONTHLY, etc.)
2496
+ * @param data.hasAutoCreate Filter by autoCreate enabled
2497
+ * @returns RecurringRuleResponseDto Rules retrieved successfully
2474
2498
  * @throws ApiError
2475
2499
  */
2476
- public static userControllerGetAssetLiabilitySummary(): CancelablePromise<UserControllerGetAssetLiabilitySummaryResponse> {
2500
+ public static recurringRuleControllerFindAll(
2501
+ data: RecurringRuleControllerFindAllData
2502
+ ): CancelablePromise<RecurringRuleControllerFindAllResponse> {
2477
2503
  return __request(OpenAPI, {
2478
2504
  method: 'GET',
2479
- url: '/api/v1/users/asset-liability-summary'
2505
+ url: '/api/v1/{region}/bean/recurring-rules',
2506
+ path: {
2507
+ region: data.region
2508
+ },
2509
+ query: {
2510
+ isActive: data.isActive,
2511
+ frequency: data.frequency,
2512
+ hasAutoCreate: data.hasAutoCreate
2513
+ }
2480
2514
  });
2481
2515
  }
2482
- }
2483
2516
 
2484
- export class PropertiesService {
2485
2517
  /**
2486
- * Get all system properties
2487
- * @returns unknown Properties retrieved successfully
2518
+ * Create recurring rule from transaction
2519
+ * Auto-creates a recurring rule using transaction data. User only confirms frequency.
2520
+ * @param data The data for the request.
2521
+ * @param data.transactionId Source transaction ID
2522
+ * @param data.region Region code for tenant context
2523
+ * @param data.requestBody
2524
+ * @returns RecurringRuleResponseDto Rule created successfully
2488
2525
  * @throws ApiError
2489
2526
  */
2490
- public static propertyControllerGetAll(): CancelablePromise<PropertyControllerGetAllResponse> {
2527
+ public static recurringRuleControllerCreateFromTransaction(
2528
+ data: RecurringRuleControllerCreateFromTransactionData
2529
+ ): CancelablePromise<RecurringRuleControllerCreateFromTransactionResponse> {
2491
2530
  return __request(OpenAPI, {
2492
- method: 'GET',
2493
- url: '/api/v1/admin/properties',
2531
+ method: 'POST',
2532
+ url: '/api/v1/{region}/bean/recurring-rules/from-transaction/{transactionId}',
2533
+ path: {
2534
+ transactionId: data.transactionId,
2535
+ region: data.region
2536
+ },
2537
+ body: data.requestBody,
2538
+ mediaType: 'application/json',
2494
2539
  errors: {
2495
- 401: 'Unauthorized',
2496
- 403: 'Forbidden - insufficient permissions'
2540
+ 404: 'Transaction not found',
2541
+ 409: 'Rule with same name already exists or transaction already linked'
2497
2542
  }
2498
2543
  });
2499
2544
  }
2500
2545
 
2501
2546
  /**
2502
- * Get property by key
2547
+ * Get recurring rule by ID
2548
+ * Returns a specific recurring rule with its details
2503
2549
  * @param data The data for the request.
2504
- * @param data.key Property key
2505
- * @returns unknown Property retrieved successfully
2550
+ * @param data.id Rule ID
2551
+ * @param data.region Region code for tenant context
2552
+ * @returns RecurringRuleResponseDto Rule retrieved successfully
2506
2553
  * @throws ApiError
2507
2554
  */
2508
- public static propertyControllerGetByKey(
2509
- data: PropertyControllerGetByKeyData
2510
- ): CancelablePromise<PropertyControllerGetByKeyResponse> {
2555
+ public static recurringRuleControllerFindOne(
2556
+ data: RecurringRuleControllerFindOneData
2557
+ ): CancelablePromise<RecurringRuleControllerFindOneResponse> {
2511
2558
  return __request(OpenAPI, {
2512
2559
  method: 'GET',
2513
- url: '/api/v1/admin/properties/{key}',
2560
+ url: '/api/v1/{region}/bean/recurring-rules/{id}',
2514
2561
  path: {
2515
- key: data.key
2562
+ id: data.id,
2563
+ region: data.region
2516
2564
  },
2517
2565
  errors: {
2518
- 401: 'Unauthorized',
2519
- 403: 'Forbidden - insufficient permissions',
2520
- 404: 'Property not found'
2566
+ 404: 'Rule not found'
2521
2567
  }
2522
2568
  });
2523
2569
  }
2524
2570
 
2525
2571
  /**
2526
- * Update a system property
2572
+ * Update recurring rule
2573
+ * Updates an existing recurring rule
2527
2574
  * @param data The data for the request.
2528
- * @param data.key Property key
2575
+ * @param data.id Rule ID
2576
+ * @param data.region Region code for tenant context
2529
2577
  * @param data.requestBody
2530
- * @returns unknown Property updated successfully
2578
+ * @returns RecurringRuleResponseDto Rule updated successfully
2531
2579
  * @throws ApiError
2532
2580
  */
2533
- public static propertyControllerUpdate(
2534
- data: PropertyControllerUpdateData
2535
- ): CancelablePromise<PropertyControllerUpdateResponse> {
2581
+ public static recurringRuleControllerUpdate(
2582
+ data: RecurringRuleControllerUpdateData
2583
+ ): CancelablePromise<RecurringRuleControllerUpdateResponse> {
2536
2584
  return __request(OpenAPI, {
2537
- method: 'PUT',
2538
- url: '/api/v1/admin/properties/{key}',
2585
+ method: 'PATCH',
2586
+ url: '/api/v1/{region}/bean/recurring-rules/{id}',
2539
2587
  path: {
2540
- key: data.key
2588
+ id: data.id,
2589
+ region: data.region
2541
2590
  },
2542
2591
  body: data.requestBody,
2543
2592
  mediaType: 'application/json',
2544
2593
  errors: {
2545
- 401: 'Unauthorized',
2546
- 403: 'Forbidden - insufficient permissions'
2594
+ 400: 'Invalid input data',
2595
+ 404: 'Rule not found'
2547
2596
  }
2548
2597
  });
2549
2598
  }
2550
2599
 
2551
2600
  /**
2552
- * Delete a system property
2601
+ * Delete recurring rule
2602
+ * Soft deletes a recurring rule (sets isActive to false)
2553
2603
  * @param data The data for the request.
2554
- * @param data.key Property key
2555
- * @returns void Property deleted successfully
2604
+ * @param data.id Rule ID
2605
+ * @param data.region Region code for tenant context
2606
+ * @returns void Rule deleted successfully
2556
2607
  * @throws ApiError
2557
2608
  */
2558
- public static propertyControllerDelete(
2559
- data: PropertyControllerDeleteData
2560
- ): CancelablePromise<PropertyControllerDeleteResponse> {
2609
+ public static recurringRuleControllerDelete(
2610
+ data: RecurringRuleControllerDeleteData
2611
+ ): CancelablePromise<RecurringRuleControllerDeleteResponse> {
2561
2612
  return __request(OpenAPI, {
2562
2613
  method: 'DELETE',
2563
- url: '/api/v1/admin/properties/{key}',
2614
+ url: '/api/v1/{region}/bean/recurring-rules/{id}',
2564
2615
  path: {
2565
- key: data.key
2616
+ id: data.id,
2617
+ region: data.region
2566
2618
  },
2567
2619
  errors: {
2568
- 401: 'Unauthorized',
2569
- 403: 'Forbidden - insufficient permissions',
2570
- 404: 'Property not found'
2620
+ 404: 'Rule not found'
2571
2621
  }
2572
2622
  });
2573
2623
  }
2574
- }
2575
2624
 
2576
- export class BeanTransactionRulesService {
2577
2625
  /**
2578
- * Create a new transaction rule (or upsert if upsertByPayee=true)
2579
- * Creates a new rule. If upsertByPayee=true, updates existing rule matching payeeKeywords[0] instead of creating duplicate.
2626
+ * Get rule with statistics
2627
+ * Returns a rule with pending/overdue counts and next expected date
2580
2628
  * @param data The data for the request.
2629
+ * @param data.id Rule ID
2581
2630
  * @param data.region Region code for tenant context
2582
- * @param data.requestBody
2583
- * @returns TransactionRuleResponseDto Rule updated successfully (upsert mode)
2631
+ * @returns RecurringRuleWithStatsResponseDto Rule with stats retrieved successfully
2584
2632
  * @throws ApiError
2585
2633
  */
2586
- public static transactionRuleControllerCreate(
2587
- data: TransactionRuleControllerCreateData
2588
- ): CancelablePromise<TransactionRuleControllerCreateResponse> {
2634
+ public static recurringRuleControllerGetWithStats(
2635
+ data: RecurringRuleControllerGetWithStatsData
2636
+ ): CancelablePromise<RecurringRuleControllerGetWithStatsResponse> {
2589
2637
  return __request(OpenAPI, {
2590
- method: 'POST',
2591
- url: '/api/v1/{region}/bean/transaction-rules',
2638
+ method: 'GET',
2639
+ url: '/api/v1/{region}/bean/recurring-rules/{id}/stats',
2592
2640
  path: {
2641
+ id: data.id,
2593
2642
  region: data.region
2594
2643
  },
2595
- body: data.requestBody,
2596
- mediaType: 'application/json',
2597
2644
  errors: {
2598
- 400: 'Validation failed',
2599
- 401: 'Unauthorized',
2600
- 409: 'Resource conflict - another process is updating this rule'
2645
+ 404: 'Rule not found'
2601
2646
  }
2602
2647
  });
2603
2648
  }
2649
+ }
2604
2650
 
2651
+ export class ExpectedTransactionsService {
2605
2652
  /**
2606
- * Get all transaction rules for user
2653
+ * List expected transactions
2654
+ * Returns expected transactions for the authenticated user with optional filtering
2607
2655
  * @param data The data for the request.
2608
2656
  * @param data.region Region code for tenant context
2609
- * @param data.limit Max results per page (default: 20, max: 100)
2610
- * @param data.offset Pagination offset (default: 0)
2611
- * @param data.enabled Filter by enabled status
2612
- * @param data.learningSource Filter by learning source. Omit this parameter or pass empty string to get manually created rules (learningSource is null in database).
2613
- * @param data.autoApplyEnabled Filter by auto-apply status
2614
- * @returns TransactionRuleListResponseDto List of rules
2657
+ * @param data.ruleId Filter by recurring rule ID
2658
+ * @param data.status Filter by status (PENDING, COMPLETED, SKIPPED)
2659
+ * @param data.fromDate Filter by date range start (YYYY-MM-DD)
2660
+ * @param data.toDate Filter by date range end (YYYY-MM-DD)
2661
+ * @returns ExpectedTransactionListResponseDto Expected transactions retrieved successfully
2615
2662
  * @throws ApiError
2616
2663
  */
2617
- public static transactionRuleControllerList(
2618
- data: TransactionRuleControllerListData
2619
- ): CancelablePromise<TransactionRuleControllerListResponse> {
2664
+ public static expectedTransactionControllerFindAll(
2665
+ data: ExpectedTransactionControllerFindAllData
2666
+ ): CancelablePromise<ExpectedTransactionControllerFindAllResponse> {
2620
2667
  return __request(OpenAPI, {
2621
2668
  method: 'GET',
2622
- url: '/api/v1/{region}/bean/transaction-rules',
2669
+ url: '/api/v1/{region}/bean/expected-transactions',
2623
2670
  path: {
2624
2671
  region: data.region
2625
2672
  },
2626
2673
  query: {
2627
- limit: data.limit,
2628
- offset: data.offset,
2629
- enabled: data.enabled,
2630
- learningSource: data.learningSource,
2631
- autoApplyEnabled: data.autoApplyEnabled
2632
- },
2633
- errors: {
2634
- 401: 'Unauthorized'
2674
+ ruleId: data.ruleId,
2675
+ status: data.status,
2676
+ fromDate: data.fromDate,
2677
+ toDate: data.toDate
2635
2678
  }
2636
2679
  });
2637
2680
  }
2638
2681
 
2639
2682
  /**
2640
- * Validate transaction rule configuration
2683
+ * List overdue expected transactions
2684
+ * Returns all overdue expected transactions (PENDING past tolerance)
2641
2685
  * @param data The data for the request.
2642
2686
  * @param data.region Region code for tenant context
2643
- * @param data.requestBody
2644
- * @returns ValidateRuleResponseDto Validation result
2687
+ * @returns ExpectedTransactionListResponseDto Overdue transactions retrieved successfully
2645
2688
  * @throws ApiError
2646
2689
  */
2647
- public static transactionRuleControllerValidate(
2648
- data: TransactionRuleControllerValidateData
2649
- ): CancelablePromise<TransactionRuleControllerValidateResponse> {
2690
+ public static expectedTransactionControllerFindOverdue(
2691
+ data: ExpectedTransactionControllerFindOverdueData
2692
+ ): CancelablePromise<ExpectedTransactionControllerFindOverdueResponse> {
2650
2693
  return __request(OpenAPI, {
2651
- method: 'POST',
2652
- url: '/api/v1/{region}/bean/transaction-rules/validate',
2694
+ method: 'GET',
2695
+ url: '/api/v1/{region}/bean/expected-transactions/overdue',
2696
+ path: {
2697
+ region: data.region
2698
+ }
2699
+ });
2700
+ }
2701
+
2702
+ /**
2703
+ * Get expected transaction by ID
2704
+ * Returns a specific expected transaction with rule details
2705
+ * @param data The data for the request.
2706
+ * @param data.id Expected transaction ID
2707
+ * @param data.region Region code for tenant context
2708
+ * @returns ExpectedTransactionResponseDto Expected transaction retrieved successfully
2709
+ * @throws ApiError
2710
+ */
2711
+ public static expectedTransactionControllerFindOne(
2712
+ data: ExpectedTransactionControllerFindOneData
2713
+ ): CancelablePromise<ExpectedTransactionControllerFindOneResponse> {
2714
+ return __request(OpenAPI, {
2715
+ method: 'GET',
2716
+ url: '/api/v1/{region}/bean/expected-transactions/{id}',
2653
2717
  path: {
2718
+ id: data.id,
2654
2719
  region: data.region
2655
2720
  },
2656
- body: data.requestBody,
2657
- mediaType: 'application/json',
2658
2721
  errors: {
2659
- 400: 'Validation failed',
2660
- 401: 'Unauthorized'
2722
+ 404: 'Expected transaction not found'
2661
2723
  }
2662
2724
  });
2663
2725
  }
2664
2726
 
2665
2727
  /**
2666
- * Bulk create transaction rules
2728
+ * Skip expected transaction
2729
+ * Marks an expected transaction as skipped (PENDING -> SKIPPED)
2667
2730
  * @param data The data for the request.
2731
+ * @param data.id Expected transaction ID
2668
2732
  * @param data.region Region code for tenant context
2669
- * @param data.requestBody
2670
- * @returns BulkCreateRulesResponseDto Bulk create completed
2733
+ * @returns ExpectedTransactionResponseDto Expected transaction skipped successfully
2671
2734
  * @throws ApiError
2672
2735
  */
2673
- public static transactionRuleControllerBulkCreate(
2674
- data: TransactionRuleControllerBulkCreateData
2675
- ): CancelablePromise<TransactionRuleControllerBulkCreateResponse> {
2736
+ public static expectedTransactionControllerSkip(
2737
+ data: ExpectedTransactionControllerSkipData
2738
+ ): CancelablePromise<ExpectedTransactionControllerSkipResponse> {
2676
2739
  return __request(OpenAPI, {
2677
2740
  method: 'POST',
2678
- url: '/api/v1/{region}/bean/transaction-rules/bulk',
2741
+ url: '/api/v1/{region}/bean/expected-transactions/{id}/skip',
2679
2742
  path: {
2743
+ id: data.id,
2680
2744
  region: data.region
2681
- },
2682
- body: data.requestBody,
2683
- mediaType: 'application/json',
2745
+ },
2684
2746
  errors: {
2685
- 400: 'Invalid bulk create data',
2686
- 401: 'Unauthorized'
2747
+ 400: 'Cannot skip - not in PENDING status',
2748
+ 404: 'Expected transaction not found'
2687
2749
  }
2688
2750
  });
2689
2751
  }
2690
2752
 
2691
2753
  /**
2692
- * Export transaction rules
2754
+ * Undo skip
2755
+ * Reverses a skip operation (SKIPPED -> PENDING)
2693
2756
  * @param data The data for the request.
2694
- * @param data.format Export format (currently only JSON supported)
2757
+ * @param data.id Expected transaction ID
2695
2758
  * @param data.region Region code for tenant context
2696
- * @returns ExportRulesResponseDto Exported rules
2759
+ * @returns void Skip undone successfully
2697
2760
  * @throws ApiError
2698
2761
  */
2699
- public static transactionRuleControllerExport(
2700
- data: TransactionRuleControllerExportData
2701
- ): CancelablePromise<TransactionRuleControllerExportResponse> {
2762
+ public static expectedTransactionControllerUndoSkip(
2763
+ data: ExpectedTransactionControllerUndoSkipData
2764
+ ): CancelablePromise<ExpectedTransactionControllerUndoSkipResponse> {
2702
2765
  return __request(OpenAPI, {
2703
- method: 'GET',
2704
- url: '/api/v1/{region}/bean/transaction-rules/export/{format}',
2766
+ method: 'DELETE',
2767
+ url: '/api/v1/{region}/bean/expected-transactions/{id}/skip',
2705
2768
  path: {
2706
- format: data.format,
2769
+ id: data.id,
2707
2770
  region: data.region
2708
2771
  },
2709
2772
  errors: {
2710
- 400: 'Unsupported format',
2711
- 401: 'Unauthorized'
2773
+ 400: 'Cannot undo - not in SKIPPED status',
2774
+ 404: 'Expected transaction not found'
2712
2775
  }
2713
2776
  });
2714
2777
  }
2715
2778
 
2716
2779
  /**
2717
- * Get transaction rule statistics
2780
+ * Confirm transaction match
2781
+ * Manually matches an expected transaction with an actual transaction
2718
2782
  * @param data The data for the request.
2719
- * @param data.period Statistics time period
2783
+ * @param data.id Expected transaction ID
2720
2784
  * @param data.region Region code for tenant context
2721
- * @returns RuleStatisticsResponseDto Rule statistics
2785
+ * @param data.requestBody
2786
+ * @returns unknown Match confirmed successfully
2722
2787
  * @throws ApiError
2723
2788
  */
2724
- public static transactionRuleControllerGetStatistics(
2725
- data: TransactionRuleControllerGetStatisticsData
2726
- ): CancelablePromise<TransactionRuleControllerGetStatisticsResponse> {
2789
+ public static expectedTransactionControllerConfirmMatch(
2790
+ data: ExpectedTransactionControllerConfirmMatchData
2791
+ ): CancelablePromise<ExpectedTransactionControllerConfirmMatchResponse> {
2727
2792
  return __request(OpenAPI, {
2728
- method: 'GET',
2729
- url: '/api/v1/{region}/bean/transaction-rules/statistics/{period}',
2793
+ method: 'POST',
2794
+ url: '/api/v1/{region}/bean/expected-transactions/{id}/match',
2730
2795
  path: {
2731
- period: data.period,
2796
+ id: data.id,
2732
2797
  region: data.region
2733
2798
  },
2799
+ body: data.requestBody,
2800
+ mediaType: 'application/json',
2734
2801
  errors: {
2735
- 401: 'Unauthorized'
2802
+ 400: 'Cannot match - not in PENDING status',
2803
+ 404: 'Expected or actual transaction not found',
2804
+ 409: 'Actual transaction already matched to another rule'
2736
2805
  }
2737
2806
  });
2738
2807
  }
2739
2808
 
2740
2809
  /**
2741
- * Get transaction rule detail
2810
+ * Unmatch transaction
2811
+ * Removes the match between expected and actual transaction (COMPLETED -> PENDING)
2742
2812
  * @param data The data for the request.
2743
- * @param data.ruleId Rule ID
2813
+ * @param data.id Expected transaction ID
2744
2814
  * @param data.region Region code for tenant context
2745
- * @returns TransactionRuleResponseDto Rule details
2815
+ * @returns void Match removed successfully
2746
2816
  * @throws ApiError
2747
2817
  */
2748
- public static transactionRuleControllerGetDetail(
2749
- data: TransactionRuleControllerGetDetailData
2750
- ): CancelablePromise<TransactionRuleControllerGetDetailResponse> {
2818
+ public static expectedTransactionControllerUnmatch(
2819
+ data: ExpectedTransactionControllerUnmatchData
2820
+ ): CancelablePromise<ExpectedTransactionControllerUnmatchResponse> {
2751
2821
  return __request(OpenAPI, {
2752
- method: 'GET',
2753
- url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
2822
+ method: 'DELETE',
2823
+ url: '/api/v1/{region}/bean/expected-transactions/{id}/match',
2754
2824
  path: {
2755
- ruleId: data.ruleId,
2825
+ id: data.id,
2756
2826
  region: data.region
2757
2827
  },
2758
2828
  errors: {
2759
- 401: 'Unauthorized',
2760
- 403: 'Forbidden - not owner of rule',
2761
- 404: 'Rule not found'
2829
+ 400: 'Cannot unmatch - not in COMPLETED status',
2830
+ 404: 'Expected transaction not found'
2762
2831
  }
2763
2832
  });
2764
2833
  }
2765
2834
 
2766
2835
  /**
2767
- * Update a transaction rule
2836
+ * Enter Now
2837
+ * Creates an actual transaction for an expected transaction (YNAB-style Enter Now)
2768
2838
  * @param data The data for the request.
2769
- * @param data.ruleId Rule ID to update
2839
+ * @param data.id Expected transaction ID
2770
2840
  * @param data.region Region code for tenant context
2771
2841
  * @param data.requestBody
2772
- * @returns TransactionRuleResponseDto Rule updated successfully
2842
+ * @returns unknown Transaction created successfully
2773
2843
  * @throws ApiError
2774
2844
  */
2775
- public static transactionRuleControllerUpdate(
2776
- data: TransactionRuleControllerUpdateData
2777
- ): CancelablePromise<TransactionRuleControllerUpdateResponse> {
2845
+ public static expectedTransactionControllerEnterNow(
2846
+ data: ExpectedTransactionControllerEnterNowData
2847
+ ): CancelablePromise<ExpectedTransactionControllerEnterNowResponse> {
2778
2848
  return __request(OpenAPI, {
2779
- method: 'PUT',
2780
- url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
2849
+ method: 'POST',
2850
+ url: '/api/v1/{region}/bean/expected-transactions/{id}/enter',
2781
2851
  path: {
2782
- ruleId: data.ruleId,
2852
+ id: data.id,
2783
2853
  region: data.region
2784
2854
  },
2785
2855
  body: data.requestBody,
2786
2856
  mediaType: 'application/json',
2787
2857
  errors: {
2788
- 400: 'Validation failed',
2789
- 401: 'Unauthorized',
2790
- 403: 'Forbidden - not owner of rule',
2791
- 404: 'Rule not found',
2792
- 409: 'Resource conflict - rule is being modified by another process'
2858
+ 400: 'Cannot enter - not in PENDING status or missing accounts',
2859
+ 404: 'Expected transaction or accounts not found'
2793
2860
  }
2794
2861
  });
2795
2862
  }
2863
+ }
2796
2864
 
2865
+ export class RecurringForecastService {
2797
2866
  /**
2798
- * Delete a transaction rule
2867
+ * Get cash flow forecast
2868
+ * Returns predicted outflows for the next N months based on active recurring rules
2799
2869
  * @param data The data for the request.
2800
- * @param data.ruleId Rule ID to delete
2801
2870
  * @param data.region Region code for tenant context
2802
- * @returns void Rule deleted successfully
2871
+ * @param data.months Number of months to forecast (1-12, default 3)
2872
+ * @returns ForecastResponseDto Forecast retrieved successfully
2803
2873
  * @throws ApiError
2804
2874
  */
2805
- public static transactionRuleControllerDelete(
2806
- data: TransactionRuleControllerDeleteData
2807
- ): CancelablePromise<TransactionRuleControllerDeleteResponse> {
2875
+ public static forecastControllerGetForecast(
2876
+ data: ForecastControllerGetForecastData
2877
+ ): CancelablePromise<ForecastControllerGetForecastResponse> {
2808
2878
  return __request(OpenAPI, {
2809
- method: 'DELETE',
2810
- url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
2879
+ method: 'GET',
2880
+ url: '/api/v1/{region}/bean/recurring/forecast',
2811
2881
  path: {
2812
- ruleId: data.ruleId,
2813
2882
  region: data.region
2814
2883
  },
2815
- errors: {
2816
- 401: 'Unauthorized',
2817
- 403: 'Forbidden - not owner of rule',
2818
- 404: 'Rule not found',
2819
- 409: 'Resource conflict - rule is being modified by another process'
2884
+ query: {
2885
+ months: data.months
2820
2886
  }
2821
2887
  });
2822
2888
  }
2889
+ }
2823
2890
 
2891
+ export class BeanCategoryCatalogService {
2824
2892
  /**
2825
- * Test rule matching
2893
+ * List category catalog for a region
2894
+ * Returns the region-scoped category slugs (expense/income/investment/banking/transfer/payment) for the NLP result picker, each with the categoryAccount paths the region-enabled system rules map it to (#816). CN-exclusive payment instruments (huabei/baitiao) appear only under /cn.
2826
2895
  * @param data The data for the request.
2827
- * @param data.ruleId Rule ID to test
2828
2896
  * @param data.region Region code for tenant context
2829
- * @param data.requestBody
2830
- * @returns TestRuleResponseDto Test result
2897
+ * @param data.scenario Filter by scenario
2898
+ * @param data.routeBearing Filter by routeBearing (entity-router route() consumes it)
2899
+ * @returns CategoryCatalogListResponseDto Category catalog retrieved successfully
2831
2900
  * @throws ApiError
2832
2901
  */
2833
- public static transactionRuleControllerTest(
2834
- data: TransactionRuleControllerTestData
2835
- ): CancelablePromise<TransactionRuleControllerTestResponse> {
2902
+ public static categoryCatalogControllerList(
2903
+ data: CategoryCatalogControllerListData
2904
+ ): CancelablePromise<CategoryCatalogControllerListResponse> {
2836
2905
  return __request(OpenAPI, {
2837
- method: 'POST',
2838
- url: '/api/v1/{region}/bean/transaction-rules/{ruleId}/test',
2906
+ method: 'GET',
2907
+ url: '/api/v1/{region}/bean/categories',
2839
2908
  path: {
2840
- ruleId: data.ruleId,
2841
2909
  region: data.region
2842
2910
  },
2843
- body: data.requestBody,
2844
- mediaType: 'application/json',
2845
- errors: {
2846
- 401: 'Unauthorized',
2847
- 403: 'Forbidden - not owner of rule',
2848
- 404: 'Rule not found'
2911
+ query: {
2912
+ scenario: data.scenario,
2913
+ routeBearing: data.routeBearing
2849
2914
  }
2850
2915
  });
2851
2916
  }
@@ -3030,7 +3095,7 @@ export class OnboardingService {
3030
3095
  /**
3031
3096
  * Bootstrap core accounts + register asset accounts with opening balances (ADR-0113)
3032
3097
  * @param data The data for the request.
3033
- * @param data.region Region code for tenant context
3098
+ * @param data.region Region code for tenant context. Not-yet-open codes are accepted: the universal catalog backs onboarding regardless of region (#759)
3034
3099
  * @param data.requestBody
3035
3100
  * @returns unknown Onboarding bootstrap result.
3036
3101
  * @throws ApiError
@@ -3163,13 +3228,20 @@ export class BeanExportService {
3163
3228
  /**
3164
3229
  * Export Beancount ledger as ZIP
3165
3230
  * Export all user Beancount data as a ZIP file containing ledger.beancount and yearly files in community format.
3166
- * @returns unknown
3231
+ * @param data The data for the request.
3232
+ * @param data.region Region code for tenant context
3233
+ * @returns binary ZIP archive (application/zip) streamed as an attachment
3167
3234
  * @throws ApiError
3168
3235
  */
3169
- public static exportControllerExportBeancount(): CancelablePromise<ExportControllerExportBeancountResponse> {
3236
+ public static exportControllerExportBeancount(
3237
+ data: ExportControllerExportBeancountData
3238
+ ): CancelablePromise<ExportControllerExportBeancountResponse> {
3170
3239
  return __request(OpenAPI, {
3171
3240
  method: 'GET',
3172
- url: '/api/v1/{region}/bean/export/beancount'
3241
+ url: '/api/v1/{region}/bean/export/beancount',
3242
+ path: {
3243
+ region: data.region
3244
+ }
3173
3245
  });
3174
3246
  }
3175
3247
  }
@@ -3206,7 +3278,7 @@ export class BeanImportService {
3206
3278
 
3207
3279
  /**
3208
3280
  * Identify file type
3209
- * 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.
3281
+ * Server-side importer identification has been removed (ADR-0101); file matching is handled client-side via the community parser pipeline. Always returns identified=false with an explanatory message; kept for backward compatibility. Does not perform actual import.
3210
3282
  * @param data The data for the request.
3211
3283
  * @param data.region Region code for tenant context
3212
3284
  * @param data.formData File to identify
@@ -3726,13 +3798,20 @@ export class BeanPlatformsService {
3726
3798
 
3727
3799
  /**
3728
3800
  * Get platform list for current user
3801
+ * @param data The data for the request.
3802
+ * @param data.region Region code (ISO 3166-1 alpha-2) that biases within-type-bucket ordering (local-region platforms first). Case-insensitive — stored/compared UPPERCASE ("cn" == "CN").
3729
3803
  * @returns PlatformListItemDto List of platforms with user binding status
3730
3804
  * @throws ApiError
3731
3805
  */
3732
- public static platformControllerGetPlatformList(): CancelablePromise<PlatformControllerGetPlatformListResponse> {
3806
+ public static platformControllerGetPlatformList(
3807
+ data: PlatformControllerGetPlatformListData = {}
3808
+ ): CancelablePromise<PlatformControllerGetPlatformListResponse> {
3733
3809
  return __request(OpenAPI, {
3734
3810
  method: 'GET',
3735
- url: '/api/v1/bean/platforms/list'
3811
+ url: '/api/v1/bean/platforms/list',
3812
+ query: {
3813
+ region: data.region
3814
+ }
3736
3815
  });
3737
3816
  }
3738
3817
 
@@ -3740,7 +3819,7 @@ export class BeanPlatformsService {
3740
3819
  * Match platforms by name or alias
3741
3820
  * @param data The data for the request.
3742
3821
  * @param data.q Search query — Chinese name, English name, or abbreviation
3743
- * @param data.region Region code for category override lookup
3822
+ * @param data.region Region code (ISO 3166-1 alpha-2) that biases within-tier ordering (local-region platforms first); also the intended categoryOverrides key. Case-insensitive — stored/compared UPPERCASE ("cn" == "CN").
3744
3823
  * @returns PlatformMatchResponseDto Matching platforms with overall match type and truncation flag
3745
3824
  * @throws ApiError
3746
3825
  */
@@ -3757,6 +3836,31 @@ export class BeanPlatformsService {
3757
3836
  });
3758
3837
  }
3759
3838
 
3839
+ /**
3840
+ * Get the region and candidate account standards for a platform
3841
+ * @param data The data for the request.
3842
+ * @param data.id Platform ID (from a match result)
3843
+ * @param data.region Region code (ISO 3166-1 alpha-2, case-insensitive). Required for global platforms (countryCode null) — resolved as their template region; ignored when the platform has its own countryCode.
3844
+ * @param data.type Filter templates by account type (path first segment)
3845
+ * @returns PlatformStandardsResponseDto Resolved region plus the merged account-standard catalog of that region (groupable by productCategory client-side)
3846
+ * @throws ApiError
3847
+ */
3848
+ public static platformControllerGetPlatformStandards(
3849
+ data: PlatformControllerGetPlatformStandardsData
3850
+ ): CancelablePromise<PlatformControllerGetPlatformStandardsResponse> {
3851
+ return __request(OpenAPI, {
3852
+ method: 'GET',
3853
+ url: '/api/v1/bean/platforms/{id}/standards',
3854
+ path: {
3855
+ id: data.id
3856
+ },
3857
+ query: {
3858
+ region: data.region,
3859
+ type: data.type
3860
+ }
3861
+ });
3862
+ }
3863
+
3760
3864
  /**
3761
3865
  * Update a platform
3762
3866
  * @param data The data for the request.
@@ -3923,6 +4027,34 @@ export class DashboardService {
3923
4027
  }
3924
4028
  });
3925
4029
  }
4030
+
4031
+ /**
4032
+ * Get the composite P8 advisor context
4033
+ * Assembles the P8 data context in one call: net worth (verbatim GET /dashboard/net-worth shape, user base currency semantics per ADR-0070), trailing-12m flow totals over the 12 calendar months including the as-of month, and top-3 expense categories by account-path leaf key — both flow blocks priced in CNY per the P8 contract. The P8 snake_case field spellings (as_of, net_worth, trailing_12m) are mapped by the consumer; the wire keeps the family camelCase
4034
+ * @param data The data for the request.
4035
+ * @param data.region Region code for tenant context
4036
+ * @param data.date As-of date for the snapshot and the trailing-12m window anchor (ISO 8601 format)
4037
+ * @returns AdvisorContextResponseDto Advisor context retrieved successfully
4038
+ * @throws ApiError
4039
+ */
4040
+ public static dashboardControllerGetAdvisorContext(
4041
+ data: DashboardControllerGetAdvisorContextData
4042
+ ): CancelablePromise<DashboardControllerGetAdvisorContextResponse> {
4043
+ return __request(OpenAPI, {
4044
+ method: 'GET',
4045
+ url: '/api/v1/{region}/dashboard/advisor-context',
4046
+ path: {
4047
+ region: data.region
4048
+ },
4049
+ query: {
4050
+ date: data.date
4051
+ },
4052
+ errors: {
4053
+ 400: 'Invalid date format',
4054
+ 401: 'User not authenticated, or the token is not advisor-scoped (exchange via POST /auth/sessions/advisor, #1512)'
4055
+ }
4056
+ });
4057
+ }
3926
4058
  }
3927
4059
 
3928
4060
  export class InvestmentService {
@@ -3998,17 +4130,75 @@ export class AuthService {
3998
4130
  }
3999
4131
  });
4000
4132
  }
4133
+
4134
+ /**
4135
+ * Exchange an access token for an advisor-scoped, short-TTL JWT (#1512)
4136
+ * @param data The data for the request.
4137
+ * @param data.requestBody
4138
+ * @returns AdvisorLoginResponseDto Advisor-scope login successful — the token is valid only on advisor tool-face endpoints (e.g. GET /:region/dashboard/advisor-context)
4139
+ * @throws ApiError
4140
+ */
4141
+ public static authControllerAdvisorTokenLogin(
4142
+ data: AuthControllerAdvisorTokenLoginData
4143
+ ): CancelablePromise<AuthControllerAdvisorTokenLoginResponse> {
4144
+ return __request(OpenAPI, {
4145
+ method: 'POST',
4146
+ url: '/api/v1/auth/sessions/advisor',
4147
+ body: data.requestBody,
4148
+ mediaType: 'application/json',
4149
+ errors: {
4150
+ 401: 'Invalid access token'
4151
+ }
4152
+ });
4153
+ }
4154
+ }
4155
+
4156
+ export class CommunityService {
4157
+ /**
4158
+ * Relay a sanitized parser-contribution payload
4159
+ * A server-side bot re-sanitizes the payload and opens an issue on the target repository; the issue URL is returned. The payload is never persisted or logged (forward-and-drop).
4160
+ * @param data The data for the request.
4161
+ * @param data.region Region code for tenant context (routing only; the institution region rides in the payload meta)
4162
+ * @param data.requestBody
4163
+ * @returns ParserContributionRelayResponseDto Issue created by the bot
4164
+ * @throws ApiError
4165
+ */
4166
+ public static parserContributionControllerCreate(
4167
+ data: ParserContributionControllerCreateData
4168
+ ): CancelablePromise<ParserContributionControllerCreateResponse> {
4169
+ return __request(OpenAPI, {
4170
+ method: 'POST',
4171
+ url: '/api/v1/{region}/community/parser-contributions',
4172
+ path: {
4173
+ region: data.region
4174
+ },
4175
+ body: data.requestBody,
4176
+ mediaType: 'application/json',
4177
+ errors: {
4178
+ 401: 'Unauthorized',
4179
+ 422: 'Validation failed (institution slug, empty samples, row/cell size limits)',
4180
+ 429: 'Rate limited (5 submissions per user per hour)',
4181
+ 501: 'Relay not configured on this deployment — clients fall back to the clipboard flow',
4182
+ 502: 'GitHub bot failure (upstream), safe to retry'
4183
+ }
4184
+ });
4185
+ }
4001
4186
  }
4002
4187
 
4003
- export class DefaultService {
4188
+ export class AdminCacheService {
4004
4189
  /**
4005
- * @returns unknown
4190
+ * Flush entire cache (L1 + L2)
4191
+ * Clears ALL cache entries across ALL namespaces and users. Use only for emergency cache corruption recovery, maintenance-window refresh, or development resets.
4192
+ * @returns unknown Cache flushed successfully
4006
4193
  * @throws ApiError
4007
4194
  */
4008
4195
  public static cacheControllerFlushCache(): CancelablePromise<CacheControllerFlushCacheResponse> {
4009
4196
  return __request(OpenAPI, {
4010
4197
  method: 'POST',
4011
- url: '/api/v1/cache/flush'
4198
+ url: '/api/v1/cache/flush',
4199
+ errors: {
4200
+ 403: 'Admin access required'
4201
+ }
4012
4202
  });
4013
4203
  }
4014
4204
  }
@@ -4169,3 +4359,53 @@ export class InfoService {
4169
4359
  });
4170
4360
  }
4171
4361
  }
4362
+
4363
+ export class MarketDataService {
4364
+ /**
4365
+ * Search market symbols by name or code
4366
+ * Ranked search over the openbb catalog. Empty `q` returns [].
4367
+ * @param data The data for the request.
4368
+ * @param data.q Search term — matched against symbol and instrument name. Empty string returns [].
4369
+ * @param data.limit Maximum number of results (clamped 1..50)
4370
+ * @param data.exchange Filter by exchange code (e.g. US, HK, SS, SZ). A-share codes also match symbol notations and venue-code aliases (exchange=SS matches SH/SHH column values and bare 6-digit Shanghai symbols; SZ likewise)
4371
+ * @param data.assetType Filter by OpenBB asset_type (e.g. stock, etf)
4372
+ * @returns SymbolSearchResultDto Ranked search results
4373
+ * @throws ApiError
4374
+ */
4375
+ public static symbolControllerSearch(
4376
+ data: SymbolControllerSearchData
4377
+ ): CancelablePromise<SymbolControllerSearchResponse> {
4378
+ return __request(OpenAPI, {
4379
+ method: 'GET',
4380
+ url: '/api/v1/market/symbols/search',
4381
+ query: {
4382
+ q: data.q,
4383
+ limit: data.limit,
4384
+ exchange: data.exchange,
4385
+ assetType: data.assetType
4386
+ }
4387
+ });
4388
+ }
4389
+
4390
+ /**
4391
+ * Get a market symbol quote
4392
+ * @param data The data for the request.
4393
+ * @param data.symbol
4394
+ * @returns SymbolQuoteDto Symbol quote
4395
+ * @throws ApiError
4396
+ */
4397
+ public static symbolControllerGetQuote(
4398
+ data: SymbolControllerGetQuoteData
4399
+ ): CancelablePromise<SymbolControllerGetQuoteResponse> {
4400
+ return __request(OpenAPI, {
4401
+ method: 'GET',
4402
+ url: '/api/v1/market/symbols/{symbol}/quote',
4403
+ path: {
4404
+ symbol: data.symbol
4405
+ },
4406
+ errors: {
4407
+ 404: 'Symbol not found in the openbb catalog'
4408
+ }
4409
+ });
4410
+ }
4411
+ }