@firela/api-types 0.0.0-canary.7b647d33 → 0.0.0-canary.7f2ecc16

package/src/generated/types.gen.ts

@@ -6,13 +6,9 @@ export type CreateAccountDto = {
    */
   path: string;
   /**
-   * Display name to distinguish accounts at the same path (default: "")
+   * Account open date (server defaults to today)
    */
-  displayName?: string;
-  /**
-   * Account open date
-   */
-  openDate: string;
+  openDate?: string;
   /**
    * Allowed currencies (null = no restriction)
    */
@@ -36,18 +32,14 @@ export type CreateAccountDto = {
    * Whether this is a custom (user-created) account
    */
   isCustom?: boolean;
-  /**
-   * i18n key for display name (overrides template)
-   */
-  i18nKey?: string;
   /**
    * Icon identifier (overrides template)
    */
   icon?: string;
   /**
-   * Additional metadata
+   * Open directive metadata (NOT an opening-balance amount — use the opening-balance endpoint)
    */
-  openMeta?: {
+  openDirectiveMeta?: {
     [key: string]: unknown;
   };
   /**
@@ -77,14 +69,49 @@ export type AccountResponseDto = {
    * Account path (hierarchical, colon-separated)
    */
   path: string;
-  /**
-   * Display name distinguishing multiple accounts at the same path
-   */
-  displayName: string;
   /**
    * Account type (root segment)
    */
   type: 'Assets' | 'Liabilities' | 'Income' | 'Expenses' | 'Equity';
+  /**
+   * Account-level asset sub-class (product type, e.g. STOCK/DEPOSIT/CREDIT_CARD/PERSONAL_LOAN). Computed from the account path via the asset-classifier (ADR-0077). Null for non-asset accounts (Income/Expenses/Equity) or unmatched paths.
+   */
+  assetSubClass?:
+    | 'DEPOSIT'
+    | 'CASH'
+    | 'MONEY_MARKET_FUND'
+    | 'STOCK'
+    | 'ETF'
+    | 'MUTUAL_FUND'
+    | 'EQUITY_COMPENSATION'
+    | 'GOVERNMENT_BOND'
+    | 'CORPORATE_BOND'
+    | 'BOND_FUND'
+    | 'PRIMARY_RESIDENCE'
+    | 'INVESTMENT_PROPERTY'
+    | 'REIT'
+    | 'GOLD'
+    | 'SILVER'
+    | 'PRECIOUS_METAL'
+    | 'PRECIOUS_METAL_FUND'
+    | 'COMMODITY'
+    | 'COMMODITY_FUND'
+    | 'CRYPTOCURRENCY'
+    | 'RETIREMENT_ACCOUNT'
+    | 'HEALTH_ACCOUNT'
+    | 'EDUCATION_ACCOUNT'
+    | 'INSURANCE'
+    | 'PRIVATE_EQUITY'
+    | 'HEDGE_FUND'
+    | 'COLLECTIBLES'
+    | 'MORTGAGE'
+    | 'STUDENT_LOAN'
+    | 'CREDIT_CARD'
+    | 'PERSONAL_LOAN'
+    | 'ACCOUNTS_PAYABLE'
+    | 'TAX_PAYABLE'
+    | 'OTHER'
+    | null;
   /**
    * Account status
    */
@@ -121,17 +148,17 @@ export type AccountResponseDto = {
    */
   isCustom: boolean;
   /**
-   * i18n key for display name
+   * Localized display name (ADR-0114, read-time projection)
    */
-  i18nKey?: string;
+  displayName?: string;
   /**
    * Icon identifier
    */
   icon?: string;
   /**
-   * Account metadata
+   * Open directive metadata (ADR-0115 Decision 9)
    */
-  openMeta?: {
+  openDirectiveMeta?: {
     [key: string]: unknown;
   };
   /**
@@ -161,6 +188,45 @@ export type AccountResponseDto = {
  */
 export type type = 'Assets' | 'Liabilities' | 'Income' | 'Expenses' | 'Equity';
 
+/**
+ * Account-level asset sub-class (product type, e.g. STOCK/DEPOSIT/CREDIT_CARD/PERSONAL_LOAN). Computed from the account path via the asset-classifier (ADR-0077). Null for non-asset accounts (Income/Expenses/Equity) or unmatched paths.
+ */
+export type assetSubClass =
+  | 'DEPOSIT'
+  | 'CASH'
+  | 'MONEY_MARKET_FUND'
+  | 'STOCK'
+  | 'ETF'
+  | 'MUTUAL_FUND'
+  | 'EQUITY_COMPENSATION'
+  | 'GOVERNMENT_BOND'
+  | 'CORPORATE_BOND'
+  | 'BOND_FUND'
+  | 'PRIMARY_RESIDENCE'
+  | 'INVESTMENT_PROPERTY'
+  | 'REIT'
+  | 'GOLD'
+  | 'SILVER'
+  | 'PRECIOUS_METAL'
+  | 'PRECIOUS_METAL_FUND'
+  | 'COMMODITY'
+  | 'COMMODITY_FUND'
+  | 'CRYPTOCURRENCY'
+  | 'RETIREMENT_ACCOUNT'
+  | 'HEALTH_ACCOUNT'
+  | 'EDUCATION_ACCOUNT'
+  | 'INSURANCE'
+  | 'PRIVATE_EQUITY'
+  | 'HEDGE_FUND'
+  | 'COLLECTIBLES'
+  | 'MORTGAGE'
+  | 'STUDENT_LOAN'
+  | 'CREDIT_CARD'
+  | 'PERSONAL_LOAN'
+  | 'ACCOUNTS_PAYABLE'
+  | 'TAX_PAYABLE'
+  | 'OTHER';
+
 /**
  * Account status
  */
@@ -178,10 +244,6 @@ export type AccountListResponseDto = {
 };
 
 export type UpdateAccountDto = {
-  /**
-   * Display name to distinguish accounts at the same path
-   */
-  displayName?: string;
   /**
    * Allowed currencies (null = no restriction)
    */
@@ -197,18 +259,14 @@ export type UpdateAccountDto = {
     | 'STRICT'
     | 'STRICT_WITH_SIZE'
     | 'NONE';
-  /**
-   * i18n key for display name
-   */
-  i18nKey?: string;
   /**
    * Icon identifier
    */
   icon?: string;
   /**
-   * Additional metadata (merged with existing)
+   * Open directive metadata (merged with existing; NOT an opening-balance amount)
    */
-  openMeta?: {
+  openDirectiveMeta?: {
     [key: string]: unknown;
   };
   /**
@@ -237,6 +295,28 @@ export type ReopenAccountDto = {
   reopenDate?: string;
 };
 
+export type CreateOpeningBalanceDto = {
+  /**
+   * Opening balance amount (non-negative)
+   */
+  amount: number;
+  /**
+   * Currency code
+   */
+  currency: string;
+  /**
+   * Opening-balance date (defaults to now)
+   */
+  date?: string;
+};
+
+export type OpeningBalanceResultDto = {
+  /**
+   * Created opening-balance transaction id.
+   */
+  transactionId: string;
+};
+
 export type AccountStandardResponseDto = {
   /**
    * Account path (hierarchical, colon-separated)
@@ -246,10 +326,6 @@ export type AccountStandardResponseDto = {
    * Account type in Beancount hierarchy
    */
   type: 'Assets' | 'Liabilities' | 'Income' | 'Expenses' | 'Equity';
-  /**
-   * i18n key for localized display name
-   */
-  i18nKey: string;
   /**
    * Short localized display name
    */
@@ -266,8 +342,64 @@ export type AccountStandardResponseDto = {
    * Icon identifier for UI display
    */
   icon: string;
+  /**
+   * Onboarding product category (coarse grouping derived from assetSubClass)
+   */
+  productCategory:
+    | 'cash'
+    | 'investment'
+    | 'credit_card'
+    | 'loan'
+    | 'payable_tax'
+    | 'other';
+  /**
+   * Asset class (LIQUIDITY/EQUITY/.../LIABILITY), derived at read time from classification rules
+   */
+  assetClass?:
+    | 'LIQUIDITY'
+    | 'EQUITY'
+    | 'FIXED_INCOME'
+    | 'PRECIOUS_METALS'
+    | 'COMMODITY'
+    | 'INSURANCE'
+    | 'ALTERNATIVE_INVESTMENT'
+    | 'PERSONAL_ASSETS'
+    | 'LIABILITY'
+    | 'REAL_ESTATE'
+    | 'INDEX';
+  /**
+   * Asset sub-class (product type, derived at read time from classification rules)
+   */
+  assetSubClass?: string;
 };
 
+/**
+ * Onboarding product category (coarse grouping derived from assetSubClass)
+ */
+export type productCategory =
+  | 'cash'
+  | 'investment'
+  | 'credit_card'
+  | 'loan'
+  | 'payable_tax'
+  | 'other';
+
+/**
+ * Asset class (LIQUIDITY/EQUITY/.../LIABILITY), derived at read time from classification rules
+ */
+export type assetClass =
+  | 'LIQUIDITY'
+  | 'EQUITY'
+  | 'FIXED_INCOME'
+  | 'PRECIOUS_METALS'
+  | 'COMMODITY'
+  | 'INSURANCE'
+  | 'ALTERNATIVE_INVESTMENT'
+  | 'PERSONAL_ASSETS'
+  | 'LIABILITY'
+  | 'REAL_ESTATE'
+  | 'INDEX';
+
 export type AccountStandardListResponseDto = {
   /**
    * Array of account templates
@@ -284,10 +416,6 @@ export type AccountStandardListResponseDto = {
 };
 
 export type TemplateMetadataDto = {
-  /**
-   * Whether this path can be extended
-   */
-  extendable: boolean;
   /**
    * Root account type
    */
@@ -848,6 +976,51 @@ export type flag2 =
  */
 export type status2 = 'ACTIVE' | 'VOIDED' | 'SUPERSEDED';
 
+export type BalanceByCurrencyDto = {
+  /**
+   * ISO 4217 currency code
+   */
+  currency: string;
+  /**
+   * Balance amount
+   */
+  balance: string;
+};
+
+export type ExchangeRateWarningDto = {
+  /**
+   * Warning type
+   */
+  type: string;
+  /**
+   * Currency without exchange rate
+   */
+  currency: string;
+  /**
+   * Total amount affected
+   */
+  totalAmount: string;
+};
+
+export type TransactionListSummaryDto = {
+  /**
+   * Partial converted total in base currency (rated currencies only, raw Beancount sign). When warnings is non-empty this excludes currencies missing an FX rate; may be "0.00" if ALL non-base currencies lack a rate. Converted at the dateTo (or current) available rate.
+   */
+  totalAmount: string;
+  /**
+   * Base currency (ISO 4217)
+   */
+  currency: string;
+  /**
+   * Raw (unconverted) balance per currency
+   */
+  balanceByCurrency: Array<BalanceByCurrencyDto>;
+  /**
+   * Currencies missing an FX rate (omitted when empty)
+   */
+  warnings?: Array<ExchangeRateWarningDto>;
+};
+
 export type TransactionListResponseDto = {
   /**
    * List of transactions
@@ -865,6 +1038,10 @@ export type TransactionListResponseDto = {
    * Number of items skipped
    */
   offset: number;
+  /**
+   * Amount summary for the full filtered set (#514). Present only when the request has a single account OR category viewpoint; omitted for search-only / plain-list / dual-perspective requests.
+   */
+  summary?: TransactionListSummaryDto;
 };
 
 export type TagSuggestionDto = {
@@ -1917,6 +2094,108 @@ export type UpdateCommodityDto = {
   };
 };
 
+export type CreateBeanPriceDto = {
+  /**
+   * Currency being priced (e.g., USD, AAPL, BTC)
+   */
+  currency: string;
+  /**
+   * Quote currency (pricing currency, e.g., CNY, EUR)
+   */
+  quoteCurrency: string;
+  /**
+   * Price amount (MUST be >= 0 per Beancount spec, supports up to 15 decimal places). Zero allowed for conversion entries, negative strictly prohibited.
+   */
+  amount: number;
+  /**
+   * Price date (ISO 8601 format)
+   */
+  date: string;
+  /**
+   * Metadata (validated by Zod schema, max field lengths enforced)
+   */
+  metadata?: {
+    [key: string]: unknown;
+  };
+};
+
+export type PriceResponseDto = {
+  /**
+   * Unique identifier
+   */
+  id: string;
+  /**
+   * User ID (owner of the price)
+   */
+  userId: string;
+  /**
+   * Currency being priced (e.g., USD, AAPL, BTC)
+   */
+  currency: string;
+  /**
+   * Quote currency (pricing currency, e.g., USD, CNY)
+   */
+  quoteCurrency: string;
+  /**
+   * Price amount (corresponds to Beancount Amount.number). Supports up to 15 decimal places.
+   */
+  amount: number;
+  /**
+   * Price date (ISO 8601 format). Represents the date this price was valid.
+   */
+  date: string;
+  /**
+   * Metadata (corresponds to Beancount meta field). Contains source, confidence, note, etc.
+   */
+  meta: {
+    [key: string]: unknown;
+  };
+  /**
+   * Creation timestamp
+   */
+  createdAt: string;
+  /**
+   * Last update timestamp
+   */
+  updatedAt: string;
+};
+
+export type PriceListResponseDto = {
+  /**
+   * List of prices
+   */
+  items: Array<PriceResponseDto>;
+  /**
+   * Total number of prices
+   */
+  total: number;
+};
+
+export type UpdateBeanPriceDto = {
+  /**
+   * Currency being priced
+   */
+  currency?: string;
+  /**
+   * Quote currency (pricing currency)
+   */
+  quoteCurrency?: string;
+  /**
+   * Price amount (MUST be >= 0 per Beancount spec)
+   */
+  amount?: number;
+  /**
+   * Price date (ISO 8601 format)
+   */
+  date?: string;
+  /**
+   * Metadata
+   */
+  metadata?: {
+    [key: string]: unknown;
+  };
+};
+
 export type CreateRecurringRuleDto = {
   /**
    * Rule name (unique per user)
@@ -2556,29 +2835,341 @@ export type ForecastResponseDto = {
   periodEnd: string;
 };
 
-export type CreateTransactionRuleDto = {
-  name: string;
-  description?: string;
-  narrationKeywords?: Array<unknown[]>;
-  payeeKeywords?: Array<unknown[]>;
-  categoryKeywords?: Array<unknown[]>;
+export type CurrencyBalanceDto = {
   /**
-   * Payment method keywords (e.g., HuaBei, YuEBao)
+   * ISO 4217 currency code
    */
-  methodKeywords?: Array<unknown[]>;
+  currency: string;
   /**
-   * Destination account for expenses/income (e.g., Expenses:Food:Coffee)
+   * Balance amount
    */
-  categoryAccount?: string;
-  matchLogic: 'OR' | 'AND';
+  balance: string;
+};
+
+export type TimeSeriesPointDto = {
   /**
-   * Minimum transaction amount (inclusive)
+   * Date in YYYY-MM-DD format
    */
-  amountMin?: number;
+  date: string;
   /**
-   * Maximum transaction amount (inclusive)
+   * Value at this date (in base currency)
    */
-  amountMax?: number;
+  value: string;
+  /**
+   * Change from previous point
+   */
+  change?: {
+    [key: string]: unknown;
+  };
+  /**
+   * Total assets at this date (in base currency)
+   */
+  assets?: string;
+  /**
+   * Total liabilities at this date (in base currency)
+   */
+  liabilities?: string;
+  /**
+   * Multi-currency breakdown for this point
+   */
+  byCurrency?: Array<CurrencyBalanceDto>;
+};
+
+export type TrendSummaryDto = {
+  /**
+   * Value at start of period
+   */
+  startValue: string;
+  /**
+   * Value at end of period
+   */
+  endValue: string;
+  /**
+   * Total change over period
+   */
+  totalChange: string;
+  /**
+   * Total change percentage
+   */
+  totalChangePercentage: string;
+};
+
+export type MultiCurrencyPointDto = {
+  /**
+   * Date in YYYY-MM-DD format
+   */
+  date: string;
+  /**
+   * Balances by currency
+   */
+  byCurrency: Array<CurrencyBalanceDto>;
+};
+
+export type PortfolioTrendsResponseDto = {
+  /**
+   * Time series data points
+   */
+  series: Array<TimeSeriesPointDto>;
+  /**
+   * Period summary
+   */
+  summary: TrendSummaryDto;
+  /**
+   * Period requested
+   */
+  period: string;
+  /**
+   * Data granularity
+   */
+  granularity: string;
+  /**
+   * Base currency for converted values
+   */
+  currency: string;
+  /**
+   * Multi-currency time series (each point has currency breakdown)
+   */
+  byCurrency?: Array<MultiCurrencyPointDto>;
+  /**
+   * Exchange rate warnings
+   */
+  warnings?: Array<ExchangeRateWarningDto>;
+};
+
+export type CashFlowPointDto = {
+  /**
+   * Month key (YYYY-MM)
+   */
+  month: string;
+  /**
+   * Income in base currency (absolute, converted)
+   */
+  income: string;
+  /**
+   * Expense in base currency (absolute, converted)
+   */
+  expense: string;
+  /**
+   * netSavings = income − expense (savings positive)
+   */
+  netSavings: string;
+};
+
+export type CashFlowTrendSummaryDto = {
+  /**
+   * Total income across the period
+   */
+  totalIncome: string;
+  /**
+   * Total expense across the period
+   */
+  totalExpense: string;
+  /**
+   * income − expense across the period
+   */
+  totalNetSavings: string;
+  /**
+   * totalNetSavings divided by the window length (N months, incl. zero-filled)
+   */
+  averageMonthlyNetSavings: string;
+};
+
+export type CashFlowTrendsResponseDto = {
+  /**
+   * Monthly cash-flow series (fixed N-month window, zero-filled)
+   */
+  series: Array<CashFlowPointDto>;
+  /**
+   * Period totals
+   */
+  summary: CashFlowTrendSummaryDto;
+  /**
+   * Period requested
+   */
+  period: string;
+  /**
+   * Data granularity (v1 returns month buckets)
+   */
+  granularity: string;
+  /**
+   * Base currency for converted values
+   */
+  currency: string;
+  /**
+   * Exchange rate warnings (e.g. missing rate for a currency)
+   */
+  warnings?: Array<ExchangeRateWarningDto>;
+};
+
+export type GenerateSnapshotBody = unknown;
+
+export type GenerateSnapshotResponse = unknown;
+
+export type BackfillSnapshotsBody = unknown;
+
+export type BackfillSnapshotsResponse = unknown;
+
+export type DeleteOwnUserDto = {
+  /**
+   * Access token for user verification
+   */
+  accessToken: string;
+};
+
+export type SignupDto = {
+  /**
+   * Cloudflare Turnstile verification token (optional when Turnstile disabled)
+   */
+  turnstileToken?: string;
+};
+
+export type SignupResponseDto = {
+  /**
+   * JWT auth token
+   */
+  authToken: string;
+  /**
+   * Auto-generated access token
+   */
+  accessToken: string;
+  /**
+   * Assigned user role
+   */
+  role: 'USER' | 'ADMIN' | 'DEMO' | 'INACTIVE' | 'PAID' | 'OPS';
+};
+
+/**
+ * Assigned user role
+ */
+export type role = 'USER' | 'ADMIN' | 'DEMO' | 'INACTIVE' | 'PAID' | 'OPS';
+
+export type UpdateUserSettingDto = {
+  /**
+   * Security ID
+   */
+  secId?: number;
+  /**
+   * Annual interest rate
+   */
+  annualInterestRate?: number;
+  /**
+   * Currency code
+   */
+  currency?: string;
+  /**
+   * Base currency code
+   */
+  baseCurrency?: string;
+  /**
+   * Benchmark symbol
+   */
+  benchmark?: string;
+  /**
+   * Color scheme
+   */
+  colorScheme?: 'DARK' | 'LIGHT';
+  /**
+   * Date range filter
+   */
+  dateRange?: string;
+  /**
+   * Emergency fund amount
+   */
+  emergencyFund?: number;
+  /**
+   * Account filter IDs
+   */
+  'filters.accounts'?: Array<string>;
+  /**
+   * Asset class filters
+   */
+  'filters.assetClasses'?: Array<string>;
+  /**
+   * Data source filter
+   */
+  'filters.dataSource'?: string;
+  /**
+   * Symbol filter
+   */
+  'filters.symbol'?: string;
+  /**
+   * Tag filters
+   */
+  'filters.tags'?: Array<string>;
+  /**
+   * Enable experimental features
+   */
+  isExperimentalFeatures?: boolean;
+  /**
+   * Enable restricted view mode
+   */
+  isRestrictedView?: boolean;
+  /**
+   * Language code
+   */
+  language?: string;
+  /**
+   * Locale code
+   */
+  locale?: string;
+  /**
+   * Projected total amount
+   */
+  projectedTotalAmount?: number;
+  /**
+   * Retirement date in ISO 8601 format
+   */
+  retirementDate?: string;
+  /**
+   * Savings rate percentage
+   */
+  savingsRate?: number;
+  /**
+   * View mode
+   */
+  viewMode?: 'DEFAULT' | 'ZEN';
+};
+
+/**
+ * Color scheme
+ */
+export type colorScheme = 'DARK' | 'LIGHT';
+
+/**
+ * View mode
+ */
+export type viewMode = 'DEFAULT' | 'ZEN';
+
+export type UpdatePropertyDto = {
+  /**
+   * Property value
+   */
+  value: string;
+};
+
+export type CreateTransactionRuleDto = {
+  name: string;
+  description?: string;
+  narrationKeywords?: Array<unknown[]>;
+  payeeKeywords?: Array<unknown[]>;
+  categoryKeywords?: Array<unknown[]>;
+  /**
+   * Payment method keywords (e.g., HuaBei, YuEBao)
+   */
+  methodKeywords?: Array<unknown[]>;
+  /**
+   * Destination account for expenses/income (e.g., Expenses:Food:Coffee)
+   */
+  categoryAccount?: string;
+  matchLogic: 'OR' | 'AND';
+  /**
+   * Minimum transaction amount (inclusive)
+   */
+  amountMin?: number;
+  /**
+   * Maximum transaction amount (inclusive)
+   */
+  amountMax?: number;
   priority: number;
   additionalTags?: Array<unknown[]>;
   additionalMetadata?: {
@@ -2853,180 +3444,62 @@ export type UpdateTransactionRuleDto = {
   description?: string;
   narrationKeywords?: Array<unknown[]>;
   payeeKeywords?: Array<unknown[]>;
-  categoryKeywords?: Array<unknown[]>;
-  /**
-   * Payment method keywords (e.g., HuaBei, YuEBao)
-   */
-  methodKeywords?: Array<unknown[]>;
-  /**
-   * Destination account for expenses/income (e.g., Expenses:Food:Coffee)
-   */
-  categoryAccount?: string;
-  matchLogic?: 'OR' | 'AND';
-  /**
-   * Minimum transaction amount (inclusive)
-   */
-  amountMin?: number;
-  /**
-   * Maximum transaction amount (inclusive)
-   */
-  amountMax?: number;
-  priority?: number;
-  /**
-   * Enable or disable the rule
-   */
-  enabled?: boolean;
-  additionalTags?: Array<unknown[]>;
-  additionalMetadata?: {
-    [key: string]: unknown;
-  };
-};
-
-export type TestRuleDto = {
-  narration: string;
-  payee?: string;
-  categoryAccount?: string;
-  amount?: number;
-  currency?: string;
-};
-
-export type TestRuleResponseDto = {
-  /**
-   * Rule ID that was tested
-   */
-  ruleId: string;
-  /**
-   * Whether the rule matched the test data
-   */
-  matches: boolean;
-  /**
-   * Match confidence score (0-1)
-   */
-  confidence: number;
-  /**
-   * Details of which fields matched
-   */
-  matchDetails: {
-    [key: string]: unknown;
-  };
-};
-
-export type DeleteOwnUserDto = {
-  /**
-   * Access token for user verification
-   */
-  accessToken: string;
-};
-
-export type SignupDto = {
-  /**
-   * Cloudflare Turnstile verification token (optional when Turnstile disabled)
-   */
-  turnstileToken?: string;
-};
-
-export type UpdateUserSettingDto = {
-  /**
-   * Security ID
-   */
-  secId?: number;
-  /**
-   * Annual interest rate
-   */
-  annualInterestRate?: number;
-  /**
-   * Currency code
-   */
-  currency?: string;
-  /**
-   * Base currency code
-   */
-  baseCurrency?: string;
-  /**
-   * Benchmark symbol
-   */
-  benchmark?: string;
-  /**
-   * Color scheme
-   */
-  colorScheme?: 'DARK' | 'LIGHT';
-  /**
-   * Date range filter
-   */
-  dateRange?: string;
-  /**
-   * Emergency fund amount
-   */
-  emergencyFund?: number;
-  /**
-   * Account filter IDs
-   */
-  'filters.accounts'?: Array<string>;
-  /**
-   * Asset class filters
-   */
-  'filters.assetClasses'?: Array<string>;
-  /**
-   * Data source filter
-   */
-  'filters.dataSource'?: string;
-  /**
-   * Symbol filter
-   */
-  'filters.symbol'?: string;
-  /**
-   * Tag filters
-   */
-  'filters.tags'?: Array<string>;
+  categoryKeywords?: Array<unknown[]>;
   /**
-   * Enable experimental features
+   * Payment method keywords (e.g., HuaBei, YuEBao)
    */
-  isExperimentalFeatures?: boolean;
+  methodKeywords?: Array<unknown[]>;
   /**
-   * Enable restricted view mode
+   * Destination account for expenses/income (e.g., Expenses:Food:Coffee)
    */
-  isRestrictedView?: boolean;
+  categoryAccount?: string;
+  matchLogic?: 'OR' | 'AND';
   /**
-   * Language code
+   * Minimum transaction amount (inclusive)
    */
-  language?: string;
+  amountMin?: number;
   /**
-   * Locale code
+   * Maximum transaction amount (inclusive)
    */
-  locale?: string;
+  amountMax?: number;
+  priority?: number;
   /**
-   * Projected total amount
+   * Enable or disable the rule
    */
-  projectedTotalAmount?: number;
+  enabled?: boolean;
+  additionalTags?: Array<unknown[]>;
+  additionalMetadata?: {
+    [key: string]: unknown;
+  };
+};
+
+export type TestRuleDto = {
+  narration: string;
+  payee?: string;
+  categoryAccount?: string;
+  amount?: number;
+  currency?: string;
+};
+
+export type TestRuleResponseDto = {
   /**
-   * Retirement date in ISO 8601 format
+   * Rule ID that was tested
    */
-  retirementDate?: string;
+  ruleId: string;
   /**
-   * Savings rate percentage
+   * Whether the rule matched the test data
    */
-  savingsRate?: number;
+  matches: boolean;
   /**
-   * View mode
+   * Match confidence score (0-1)
    */
-  viewMode?: 'DEFAULT' | 'ZEN';
-};
-
-/**
- * Color scheme
- */
-export type colorScheme = 'DARK' | 'LIGHT';
-
-/**
- * View mode
- */
-export type viewMode = 'DEFAULT' | 'ZEN';
-
-export type UpdatePropertyDto = {
+  confidence: number;
   /**
-   * Property value
+   * Details of which fields matched
    */
-  value: string;
+  matchDetails: {
+    [key: string]: unknown;
+  };
 };
 
 export type CreateBeanEventDto = {
@@ -3119,6 +3592,160 @@ export type UpdateBeanEventDto = {
   };
 };
 
+export type OnboardingAccountDto = {
+  /**
+   * Account path (Assets/Liabilities only; format validated by the account service)
+   */
+  path: string;
+  /**
+   * ISO 4217 currency code (3 letters)
+   */
+  currency: string;
+  /**
+   * Opening balance as a non-negative Decimal string (e.g. "1000.00")
+   */
+  openingBalance?: string;
+  /**
+   * Platform ID to bind the account to (references Platform.id); omit for unbound
+   */
+  platformId?: string;
+};
+
+export type OnboardingDto = {
+  /**
+   * Asset/Liability accounts to register with opening balances
+   */
+  accounts?: Array<OnboardingAccountDto>;
+  /**
+   * Skip asset registration; only bootstrap the core account set
+   */
+  skipAssetRegistration?: boolean;
+};
+
+export type ActualBalanceDto = {
+  /**
+   * Actual balance amount as a decimal string (preserves precision for tolerance inference).
+   */
+  amount: string;
+  /**
+   * Currency code (ISO 4217 or commodity ticker).
+   */
+  ccy: string;
+};
+
+export type ComputeReconciliationDto = {
+  /**
+   * BeanAccount id to reconcile.
+   */
+  accountId: string;
+  /**
+   * Assertion date (ISO 8601, e.g. "2026-07-24").
+   */
+  asOfDate: string;
+  /**
+   * Actual balance from the external statement.
+   */
+  actualBalance: ActualBalanceDto;
+};
+
+export type ReconciliationComputeResultDto = {
+  accountId: string;
+  asOfDate: string;
+  /**
+   * System-computed book balance (decimal string).
+   */
+  bookBalance: string;
+  /**
+   * User-entered actual balance (decimal string).
+   */
+  actualBalance: string;
+  currency: string;
+  /**
+   * Diff = book − actual (decimal string).
+   */
+  diff: string;
+  /**
+   * Applied tolerance (decimal string).
+   */
+  tolerance: string;
+  /**
+   * true when |diff| ≤ tolerance.
+   */
+  withinTolerance: boolean;
+  /**
+   * Suggested next action: assert when within tolerance, pad otherwise.
+   */
+  suggestedAction: 'assert' | 'pad';
+};
+
+/**
+ * Suggested next action: assert when within tolerance, pad otherwise.
+ */
+export type suggestedAction = 'assert' | 'pad';
+
+export type AssertReconciliationDto = {
+  /**
+   * BeanAccount id to reconcile.
+   */
+  accountId: string;
+  /**
+   * Assertion date (ISO 8601, e.g. "2026-07-24").
+   */
+  asOfDate: string;
+  /**
+   * Actual balance from the external statement.
+   */
+  actualBalance: ActualBalanceDto;
+  /**
+   * Optional explicit tolerance override. Omit to infer from amount precision (Beancount default).
+   */
+  tolerance?: string;
+};
+
+export type ReconciliationRecordDto = {
+  id: string;
+  accountId: string;
+  date: string;
+  /**
+   * Asserted (actual) amount.
+   */
+  amount: string;
+  currency: string;
+  tolerance?: string;
+  /**
+   * book − actual.
+   */
+  diffAmount?: string;
+  diffCurrency?: string;
+  createdAt: string;
+};
+
+export type PadReconciliationDto = {
+  /**
+   * BeanAccount id to reconcile.
+   */
+  accountId: string;
+  /**
+   * Assertion date (ISO 8601, e.g. "2026-07-24").
+   */
+  asOfDate: string;
+  /**
+   * Actual balance from the external statement.
+   */
+  actualBalance: ActualBalanceDto;
+  /**
+   * Pad source account. Defaults to Equity:Opening-Balances (official Beancount convention).
+   */
+  sourceAccount?: string;
+};
+
+export type PadResultDto = {
+  /**
+   * Created pad adjusting transaction id.
+   */
+  transactionId: string;
+};
+
 export type FileImportDto = {
   /**
    * Bill file to import (CSV, PDF, OFX, etc.)
@@ -3382,127 +4009,39 @@ export type UpdateMapperDefaultsDto = {
   /**
    * Source account for transactions (Beancount format)
    */
-  sourceAccount?: string;
-  /**
-   * Default currency (ISO 4217 code)
-   */
-  currency?: string;
-  /**
-   * Default expense account (optional)
-   */
-  expenseAccount?: string;
-  /**
-   * Default income account (optional)
-   */
-  incomeAccount?: string;
-  /**
-   * Payment method to source account mapping. Maps payment method keywords to Beancount account paths. Used by Alipay/WeChat importers to determine sourceAccount based on payment method (e.g., HuaBei, CreditCard).
-   */
-  methodAccountMapping?: {
-    [key: string]: unknown;
-  };
-};
-
-export type UpdateConfigDataDto = {
-  /**
-   * Mapper defaults configuration
-   */
-  defaults?: UpdateMapperDefaultsDto;
-};
-
-export type UpdateImporterConfigDto = {
-  /**
-   * Configuration data (v1 schema)
-   */
-  data?: UpdateConfigDataDto;
-};
-
-export type CreatePlatformDto = {
-  /**
-   * Platform name
-   */
-  name: string;
-  /**
-   * Platform canonical identifier (lowercase, kebab-case)
-   */
-  canonical: string;
-  /**
-   * Platform aliases (multi-language names for lookup)
-   */
-  aliases: Array<string>;
-  /**
-   * Platform URL
-   */
-  url: string;
-  /**
-   * Platform type
-   */
-  type:
-    | 'BANK'
-    | 'BROKERAGE'
-    | 'CRYPTO_EXCHANGE'
-    | 'PAYMENT'
-    | 'INVESTMENT'
-    | 'INSURANCE'
-    | 'OTHER';
-  /**
-   * Platform logo URL
-   */
-  logoUrl?: string;
-  /**
-   * Whether the platform is active
-   */
-  isActive?: boolean;
-};
-
-/**
- * Platform type
- */
-export type type3 =
-  | 'BANK'
-  | 'BROKERAGE'
-  | 'CRYPTO_EXCHANGE'
-  | 'PAYMENT'
-  | 'INVESTMENT'
-  | 'INSURANCE'
-  | 'OTHER';
-
-export type UpdatePlatformDto = {
-  /**
-   * Platform name
-   */
-  name?: string;
+  sourceAccount?: string;
   /**
-   * Platform canonical identifier (lowercase, kebab-case)
+   * Default currency (ISO 4217 code)
    */
-  canonical?: string;
+  currency?: string;
   /**
-   * Platform aliases (multi-language names for lookup)
+   * Default expense account (optional)
    */
-  aliases?: Array<string>;
+  expenseAccount?: string;
   /**
-   * Platform URL
+   * Default income account (optional)
    */
-  url?: string;
+  incomeAccount?: string;
   /**
-   * Platform type
+   * Payment method to source account mapping. Maps payment method keywords to Beancount account paths. Used by Alipay/WeChat importers to determine sourceAccount based on payment method (e.g., HuaBei, CreditCard).
    */
-  type?:
-    | 'BANK'
-    | 'BROKERAGE'
-    | 'CRYPTO_EXCHANGE'
-    | 'PAYMENT'
-    | 'INVESTMENT'
-    | 'INSURANCE'
-    | 'OTHER';
+  methodAccountMapping?: {
+    [key: string]: unknown;
+  };
+};
+
+export type UpdateConfigDataDto = {
   /**
-   * Platform logo URL
+   * Mapper defaults configuration
    */
-  logoUrl?: string;
+  defaults?: UpdateMapperDefaultsDto;
+};
+
+export type UpdateImporterConfigDto = {
   /**
-   * Whether the platform is active
+   * Configuration data (v1 schema)
    */
-  isActive?: boolean;
+  data?: UpdateConfigDataDto;
 };
 
 export type ProviderSyncConfigDto = {
@@ -3526,6 +4065,10 @@ export type ProviderSyncConfigDto = {
    * Filter pending transactions
    */
   filterPending?: boolean;
+  /**
+   * External account ID for per-batch providers (e.g. GoCardless). Overrides sourceAccount when an ExternalAccountLink mapping exists.
+   */
+  externalAccountId?: string;
 };
 
 export type ProviderSyncDto = {
@@ -3581,6 +4124,61 @@ export type SupportedProvidersResponseDto = {
   providers: Array<string>;
 };
 
+export type CreateExternalAccountLinkDto = {
+  /**
+   * Open Banking provider (whitelist)
+   */
+  provider:
+    | 'plaid'
+    | 'teller'
+    | 'truelayer'
+    | 'gocardless'
+    | 'simplefin'
+    | 'yodlee'
+    | 'beancount-direct'
+    | 'parsed-bill';
+  /**
+   * External account ID from the provider
+   */
+  externalAccountId: string;
+  /**
+   * Target BeanAccount ID (must belong to the JWT user)
+   */
+  beanAccountId: string;
+};
+
+/**
+ * Open Banking provider (whitelist)
+ */
+export type provider =
+  | 'plaid'
+  | 'teller'
+  | 'truelayer'
+  | 'gocardless'
+  | 'simplefin'
+  | 'yodlee'
+  | 'beancount-direct'
+  | 'parsed-bill';
+
+export type ExternalAccountLinkResponseDto = {
+  id: string;
+  provider: string;
+  externalAccountId: string;
+  beanAccountId: string;
+  isActive: boolean;
+  createdAt: string;
+  updatedAt: string;
+};
+
+export type ExternalAccountLinkListResponseDto = {
+  items: Array<ExternalAccountLinkResponseDto>;
+  total: number;
+  /**
+   * Filter by provider (query param)
+   */
+  provider?: string;
+};
+
 export type ParserTelemetryReportDto = unknown;
 
 export type UncoveredFormatMissDto = unknown;
@@ -3600,6 +4198,14 @@ export type ProcessNlpDto = {
   parsedData?: {
     [key: string]: unknown;
   };
+  /**
+   * confirm_rule echo-back: rule id selected from the prior confirm_rule response (matchedRule.id or alternatives[i].ruleId). Applied directly when the session is confirming_rule — no NL re-parse.
+   */
+  selectedRuleId?: string;
+  /**
+   * confirm_account echo-back: account path selected from the prior confirm_account response (suggestedAccount, similarAccounts[i], or a typed path). Applied directly when the session is confirming_account — no NL re-parse.
+   */
+  selectedAccount?: string;
 };
 
 export type NlpTransactionInfoDto = {
@@ -3843,9 +4449,9 @@ export type NlpAccountConfirmationDataDto = {
    */
   invalidAccount: string;
   /**
-   * Suggested replacement account
+   * Suggested replacement account (omitted when no clear candidate)
    */
-  suggestedAccount: string;
+  suggestedAccount?: string;
   /**
    * Similar accounts for user selection
    */
@@ -3973,7 +4579,7 @@ export type NlpSuggestedAccountDto = {
    */
   account: string;
   /**
-   * Confidence score for this suggestion (0-1)
+   * Confidence score for this suggestion (0-1). Present = predicted (confirm/confirm_rule/confirm_account); omitted = actual persisted account (created). (#586)
    */
   confidence?: number;
 };
@@ -3991,21 +4597,21 @@ export type NlpSuggestedAccountsDto = {
 
 export type NlpDefaultAccountsDto = {
   /**
-   * Default asset account
+   * Default OPEN asset account (MRU when multiple), or null when none/ambiguous
    */
-  asset: string;
+  asset: string | null;
   /**
-   * Default expense account
+   * Default OPEN expense account (MRU when multiple), or null when none/ambiguous
    */
-  expense: string;
+  expense: string | null;
   /**
-   * Default income account
+   * Default OPEN income account (MRU when multiple), or null when none/ambiguous
    */
-  income: string;
+  income: string | null;
   /**
-   * Default liability account
+   * Default OPEN liability account (MRU when multiple), or null when none/ambiguous
    */
-  liability: string;
+  liability: string | null;
 };
 
 export type NlpResponseDto = {
@@ -4024,7 +4630,8 @@ export type NlpResponseDto = {
     | 'confirm_rule'
     | 'confirm_account'
     | 'confirm_payee'
-    | 'cancel';
+    | 'cancel'
+    | 'aborted';
   /**
    * Transaction intent detected by EntityRouter (v6.0: 5 core intents). Frontend uses this to render scenario-specific form fields.
    */
@@ -4065,110 +4672,297 @@ export type NlpResponseDto = {
     [key: string]: unknown;
   };
   /**
-   * Session ID for multi-turn dialogue. Must be included in subsequent requests to continue the conversation.
+   * Session ID for multi-turn dialogue. Must be included in subsequent requests to continue the conversation.
+   */
+  sessionId?: string;
+  /**
+   * Which slot is waiting for user input
+   */
+  waitingFor?: string;
+  /**
+   * Created transaction info (for created action)
+   */
+  transaction?: NlpTransactionInfoDto;
+  /**
+   * Parsed data for confirmation (when action is "confirm"). Contains extracted fields that user should verify before transaction creation.
+   */
+  parsedData?: NlpParsedDataDto;
+  /**
+   * Duplicate detection data (when action is "confirm_duplicate"). Contains information about potential duplicate transaction for user confirmation.
+   */
+  duplicateData?: NlpDuplicateConfirmationDataDto;
+  /**
+   * Rule match data (when action is "confirm_rule"). Contains information about medium-confidence rule match for user confirmation.
+   */
+  ruleData?: NlpRuleConfirmationDataDto;
+  /**
+   * Account validation data (when action is "confirm_account"). Contains information about invalid account for user correction.
+   */
+  accountData?: NlpAccountConfirmationDataDto;
+  /**
+   * Payee confirmation data (when action is "confirm_payee"). Contains information about medium/low confidence payee match for user confirmation.
+   */
+  payeeData?: NlpPayeeConfirmationDataDto;
+  /**
+   * Overall confidence score (0-1)
+   */
+  confidence?: number;
+  /**
+   * Confidence threshold for automatic creation (default: 0.75). When confidence < threshold, action will be "confirm" requiring user verification.
+   */
+  confidenceThreshold?: number;
+  /**
+   * Recurring transaction match info (when action is "created"). Contains match details when transaction matches a pending expected transaction.
+   */
+  recurringMatch?: RecurringMatchInfoDto;
+  /**
+   * Recurring rule creation suggestion (when action is "created"). Contains suggestion to create a recurring rule based on detected patterns. Only present when no existing rule matched and similar historical transactions were found.
+   */
+  recurringSuggestion?: RecurringSuggestionDto;
+  /**
+   * Suggested accounts for this transaction (#586). confirm/confirm_rule/confirm_account: predicted (source/destination carry confidence); created: actual persisted accounts (confidence omitted). confirm_account destination is the suggested replacement, never the invalid account.
+   */
+  suggestedAccounts?: NlpSuggestedAccountsDto;
+  /**
+   * Default fallback accounts for the user/region (#586). v1 returns universal constants; per-user personalization is planned.
+   */
+  defaultAccounts?: NlpDefaultAccountsDto;
+};
+
+/**
+ * Response status
+ */
+export type status4 = 'success' | 'pending' | 'error';
+
+/**
+ * Action taken or requested
+ */
+export type action2 =
+  | 'created'
+  | 'ask'
+  | 'confirm'
+  | 'confirm_duplicate'
+  | 'confirm_rule'
+  | 'confirm_account'
+  | 'confirm_payee'
+  | 'cancel'
+  | 'aborted';
+
+/**
+ * Transaction intent detected by EntityRouter (v6.0: 5 core intents). Frontend uses this to render scenario-specific form fields.
+ */
+export type intent = 'expense' | 'asset' | 'income' | 'liability' | 'equity';
+
+/**
+ * Asset sub-type (only present when intent is "asset"). Determines which asset-related form to render.
+ */
+export type assetSubType = 'transfer' | 'banking' | 'investment';
+
+/**
+ * Liability sub-type (only present when intent is "liability"). borrow: borrowing money (Liabilities → Assets), repay: repaying debt (Assets → Liabilities).
+ */
+export type liabilitySubType = 'borrow' | 'repay';
+
+/**
+ * Equity sub-type (only present when intent is "equity"). opening: account opening balance (Equity → Assets), adjustment: balance correction.
+ */
+export type equitySubType = 'opening' | 'adjustment';
+
+export type PlatformListItemDto = {
+  /**
+   * Global platform ID
+   */
+  id: string;
+  /**
+   * Platform name
+   */
+  name: string;
+  /**
+   * Platform URL
+   */
+  url: string;
+  /**
+   * Platform type
+   */
+  type:
+    | 'BANK'
+    | 'BROKERAGE'
+    | 'CRYPTO_EXCHANGE'
+    | 'PAYMENT'
+    | 'INVESTMENT'
+    | 'INSURANCE'
+    | 'OTHER';
+  /**
+   * Canonical identifier in ACCOUNT_RE format (e.g., "icbc")
+   */
+  canonical: string;
+  /**
+   * Suggested path segment — canonical with first char uppercased (ACC_COMP_NAME_RE)
+   */
+  suggestedSegment: string;
+  /**
+   * Logo URL
+   */
+  logoUrl: string | null;
+  /**
+   * Whether user has accounts using this platform
+   */
+  isBound: boolean;
+};
+
+/**
+ * Platform type
+ */
+export type type3 =
+  | 'BANK'
+  | 'BROKERAGE'
+  | 'CRYPTO_EXCHANGE'
+  | 'PAYMENT'
+  | 'INVESTMENT'
+  | 'INSURANCE'
+  | 'OTHER';
+
+export type PlatformMatchResultDto = {
+  /**
+   * Global platform ID
+   */
+  id: string;
+  /**
+   * Platform name (e.g., "ICBC")
+   */
+  name: string;
+  /**
+   * Canonical identifier in ACCOUNT_RE format (e.g., "icbc")
+   */
+  canonical: string;
+  /**
+   * Platform type
+   */
+  type:
+    | 'BANK'
+    | 'BROKERAGE'
+    | 'CRYPTO_EXCHANGE'
+    | 'PAYMENT'
+    | 'INVESTMENT'
+    | 'INSURANCE'
+    | 'OTHER';
+  /**
+   * Suggested path segment — canonical, already in ACCOUNT_RE format
+   */
+  suggestedSegment: string;
+  /**
+   * Logo URL
+   */
+  logoUrl: string | null;
+  /**
+   * How this row matched: 'exact' > 'prefix' > 'substring'
+   */
+  matchType: 'exact' | 'prefix' | 'substring';
+};
+
+/**
+ * How this row matched: 'exact' > 'prefix' > 'substring'
+ */
+export type matchType = 'exact' | 'prefix' | 'substring';
+
+export type PlatformMatchResponseDto = {
+  /**
+   * Ranked matches, best tier first (at most 10 rows)
+   */
+  platforms: Array<PlatformMatchResultDto>;
+  /**
+   * Overall match quality — top row's tier, or 'none' when no hits
+   */
+  matchType: 'none' | 'exact' | 'prefix' | 'substring';
+  /**
+   * Total matches before LIMIT (truncation transparency)
    */
-  sessionId?: string;
+  total: number;
   /**
-   * Which slot is waiting for user input
+   * true when total > platforms.length (more matches exist)
    */
-  waitingFor?: string;
+  hasMore: boolean;
+};
+
+/**
+ * Overall match quality — top row's tier, or 'none' when no hits
+ */
+export type matchType2 = 'none' | 'exact' | 'prefix' | 'substring';
+
+export type CreatePlatformDto = {
   /**
-   * Created transaction info (for created action)
+   * Platform name
    */
-  transaction?: NlpTransactionInfoDto;
+  name: string;
   /**
-   * Parsed data for confirmation (when action is "confirm"). Contains extracted fields that user should verify before transaction creation.
+   * Platform canonical identifier (lowercase, kebab-case)
    */
-  parsedData?: NlpParsedDataDto;
+  canonical: string;
   /**
-   * Duplicate detection data (when action is "confirm_duplicate"). Contains information about potential duplicate transaction for user confirmation.
+   * Platform aliases (multi-language names for lookup)
    */
-  duplicateData?: NlpDuplicateConfirmationDataDto;
+  aliases: Array<string>;
   /**
-   * Rule match data (when action is "confirm_rule"). Contains information about medium-confidence rule match for user confirmation.
+   * Platform URL
    */
-  ruleData?: NlpRuleConfirmationDataDto;
+  url: string;
   /**
-   * Account validation data (when action is "confirm_account"). Contains information about invalid account for user correction.
+   * Platform type
    */
-  accountData?: NlpAccountConfirmationDataDto;
+  type:
+    | 'BANK'
+    | 'BROKERAGE'
+    | 'CRYPTO_EXCHANGE'
+    | 'PAYMENT'
+    | 'INVESTMENT'
+    | 'INSURANCE'
+    | 'OTHER';
   /**
-   * Payee confirmation data (when action is "confirm_payee"). Contains information about medium/low confidence payee match for user confirmation.
+   * Platform logo URL
    */
-  payeeData?: NlpPayeeConfirmationDataDto;
+  logoUrl?: string;
   /**
-   * Overall confidence score (0-1)
+   * Whether the platform is active
    */
-  confidence?: number;
+  isActive?: boolean;
+};
+
+export type UpdatePlatformDto = {
   /**
-   * Confidence threshold for automatic creation (default: 0.75). When confidence < threshold, action will be "confirm" requiring user verification.
+   * Platform name
    */
-  confidenceThreshold?: number;
+  name?: string;
   /**
-   * Recurring transaction match info (when action is "created"). Contains match details when transaction matches a pending expected transaction.
+   * Platform canonical identifier (lowercase, kebab-case)
    */
-  recurringMatch?: RecurringMatchInfoDto;
+  canonical?: string;
   /**
-   * Recurring rule creation suggestion (when action is "created"). Contains suggestion to create a recurring rule based on detected patterns. Only present when no existing rule matched and similar historical transactions were found.
+   * Platform aliases (multi-language names for lookup)
    */
-  recurringSuggestion?: RecurringSuggestionDto;
+  aliases?: Array<string>;
   /**
-   * Suggested accounts for this transaction. Contains recommended source and destination accounts based on the detected intent and rules.
+   * Platform URL
    */
-  suggestedAccounts?: NlpSuggestedAccountsDto;
+  url?: string;
   /**
-   * Default accounts for the user/region. These are fallback accounts used when no specific suggestion is available.
+   * Platform type
    */
-  defaultAccounts?: NlpDefaultAccountsDto;
-};
-
-/**
- * Response status
- */
-export type status4 = 'success' | 'pending' | 'error';
-
-/**
- * Action taken or requested
- */
-export type action2 =
-  | 'created'
-  | 'ask'
-  | 'confirm'
-  | 'confirm_duplicate'
-  | 'confirm_rule'
-  | 'confirm_account'
-  | 'confirm_payee'
-  | 'cancel';
-
-/**
- * Transaction intent detected by EntityRouter (v6.0: 5 core intents). Frontend uses this to render scenario-specific form fields.
- */
-export type intent = 'expense' | 'asset' | 'income' | 'liability' | 'equity';
-
-/**
- * Asset sub-type (only present when intent is "asset"). Determines which asset-related form to render.
- */
-export type assetSubType = 'transfer' | 'banking' | 'investment';
-
-/**
- * Liability sub-type (only present when intent is "liability"). borrow: borrowing money (Liabilities → Assets), repay: repaying debt (Assets → Liabilities).
- */
-export type liabilitySubType = 'borrow' | 'repay';
-
-/**
- * Equity sub-type (only present when intent is "equity"). opening: account opening balance (Equity → Assets), adjustment: balance correction.
- */
-export type equitySubType = 'opening' | 'adjustment';
-
-export type BalanceByCurrencyDto = {
+  type?:
+    | 'BANK'
+    | 'BROKERAGE'
+    | 'CRYPTO_EXCHANGE'
+    | 'PAYMENT'
+    | 'INVESTMENT'
+    | 'INSURANCE'
+    | 'OTHER';
   /**
-   * ISO 4217 currency code
+   * Platform logo URL
    */
-  currency: string;
+  logoUrl?: string;
   /**
-   * Balance amount
+   * Whether the platform is active
    */
-  balance: string;
+  isActive?: boolean;
 };
 
 export type NetWorthByCurrencyDto = {
@@ -4211,21 +5005,6 @@ export type ConvertedNetWorthDto = {
   };
 };
 
-export type ExchangeRateWarningDto = {
-  /**
-   * Warning type
-   */
-  type: string;
-  /**
-   * Currency without exchange rate
-   */
-  currency: string;
-  /**
-   * Total amount affected
-   */
-  totalAmount: string;
-};
-
 export type NetWorthResponseDto = {
   /**
    * Total net worth (assets - liabilities, converted to base currency)
@@ -4290,6 +5069,10 @@ export type AccountItemDto = {
    * Currency code
    */
   currency: string;
+  /**
+   * FX-converted balance in base currency; omitted when not convertible
+   */
+  convertedBalance?: string;
 };
 
 export type PlatformGroupDto = {
@@ -4306,9 +5089,40 @@ export type PlatformGroupDto = {
    */
   accounts: Array<AccountItemDto>;
   /**
-   * Total balance across all accounts in platform
+   * FX-converted total balance in base currency
    */
   totalBalance: string;
+  /**
+   * Raw (unconverted) balances grouped by currency
+   */
+  balanceByCurrency: Array<BalanceByCurrencyDto>;
+  /**
+   * Converted balance in base currency (omitted when no currency is convertible)
+   */
+  convertedBalance?: string;
+  /**
+   * Share of the grand converted total (0-100); 0 when grand total is 0
+   */
+  sharePct: number;
+};
+
+export type AccountExchangeRateWarningDto = {
+  /**
+   * Warning type
+   */
+  type: string;
+  /**
+   * Currency without exchange rate
+   */
+  currency: string;
+  /**
+   * Affected account paths
+   */
+  accounts: Array<string>;
+  /**
+   * Total amount in this currency
+   */
+  totalAmount: string;
 };
 
 export type AccountsSummaryDto = {
@@ -4320,6 +5134,14 @@ export type AccountsSummaryDto = {
    * Total number of platforms
    */
   totalPlatforms: number;
+  /**
+   * Base currency for conversion
+   */
+  baseCurrency: string;
+  /**
+   * Per-account exchange rate warnings
+   */
+  warnings?: Array<AccountExchangeRateWarningDto>;
 };
 
 export type AccountsResponseDto = {
@@ -4354,6 +5176,10 @@ export type AccountItemWithAssetClassDto = {
    * Currency code
    */
   currency: string;
+  /**
+   * FX-converted balance in base currency; omitted when not convertible
+   */
+  convertedBalance?: string;
   /**
    * Asset class
    */
@@ -4419,41 +5245,6 @@ export type AssetClassGroupDto = {
   convertedBalance?: string;
 };
 
-/**
- * Asset class name
- */
-export type assetClass =
-  | 'LIQUIDITY'
-  | 'EQUITY'
-  | 'FIXED_INCOME'
-  | 'PRECIOUS_METALS'
-  | 'COMMODITY'
-  | 'INSURANCE'
-  | 'ALTERNATIVE_INVESTMENT'
-  | 'PERSONAL_ASSETS'
-  | 'LIABILITY'
-  | 'REAL_ESTATE'
-  | 'INDEX';
-
-export type AccountExchangeRateWarningDto = {
-  /**
-   * Warning type
-   */
-  type: string;
-  /**
-   * Currency without exchange rate
-   */
-  currency: string;
-  /**
-   * Affected account paths
-   */
-  accounts: Array<string>;
-  /**
-   * Total amount in this currency
-   */
-  totalAmount: string;
-};
-
 export type AssetClassSummaryDto = {
   /**
    * Total number of accounts
@@ -4600,21 +5391,78 @@ export type CashFlowResponseDto = {
   /**
    * Savings rate percentage (netSavings / income * 100)
    */
-  savingsRate: string;
+  savingsRate: string;
+  /**
+   * Base currency code
+   */
+  currency: string;
+  /**
+   * Cash flow grouped by original currency
+   */
+  byCurrency?: CashFlowByCurrencyDto;
+  /**
+   * Converted values in base currency
+   */
+  converted?: ConvertedCashFlowDto;
+  /**
+   * Exchange rate warnings
+   */
+  warnings?: Array<ExchangeRateWarningDto>;
+};
+
+export type CategoryGroupDto = {
+  /**
+   * Functional category (account-path Group segment); regional and universal account paths merge under it
+   */
+  category: string;
+  /**
+   * Converted total for this category in base currency (expense amount when flow=expense, income amount when flow=income)
+   */
+  totalExpense: string;
+  /**
+   * Share of grand total (0-100); 0 when grand total is 0
+   */
+  sharePct: number;
+  /**
+   * Raw (unconverted) expense per currency
+   */
+  balanceByCurrency: Array<BalanceByCurrencyDto>;
+  /**
+   * Converted total in base currency (omitted when FX missing for all currencies in this category)
+   */
+  convertedBalance?: string;
+};
+
+export type ExpensesByCategorySummaryDto = {
+  /**
+   * Total across all categories, converted (convertible categories only); expense totals when flow=expense, income totals when flow=income
+   */
+  totalExpense: string;
+  /**
+   * Number of categories
+   */
+  categoryCount: number;
+};
+
+export type ExpensesByCategoryResponseDto = {
+  /**
+   * Period requested
+   */
+  period: string;
   /**
-   * Base currency code
+   * Base currency for converted values
    */
-  currency: string;
+  baseCurrency: string;
   /**
-   * Cash flow grouped by original currency
+   * Expense groups by functional category, sorted by converted total desc
    */
-  byCurrency?: CashFlowByCurrencyDto;
+  groups: Array<CategoryGroupDto>;
   /**
-   * Converted values in base currency
+   * Summary statistics
    */
-  converted?: ConvertedCashFlowDto;
+  summary: ExpensesByCategorySummaryDto;
   /**
-   * Exchange rate warnings
+   * Exchange rate warnings (e.g. missing rate for a currency)
    */
   warnings?: Array<ExchangeRateWarningDto>;
 };
@@ -4814,279 +5662,146 @@ export type HoldingPnlResponseDto = {
  */
 export type method = 'average' | 'FIFO';
 
-export type CreateBeanPriceDto = {
-  /**
-   * Currency being priced (e.g., USD, AAPL, BTC)
-   */
-  currency: string;
-  /**
-   * Quote currency (pricing currency, e.g., CNY, EUR)
-   */
-  quoteCurrency: string;
-  /**
-   * Price amount (MUST be >= 0 per Beancount spec, supports up to 15 decimal places). Zero allowed for conversion entries, negative strictly prohibited.
-   */
-  amount: number;
-  /**
-   * Price date (ISO 8601 format)
-   */
-  date: string;
-  /**
-   * Metadata (validated by Zod schema, max field lengths enforced)
-   */
-  metadata?: {
-    [key: string]: unknown;
-  };
-};
-
-export type PriceResponseDto = {
-  /**
-   * Unique identifier
-   */
-  id: string;
-  /**
-   * User ID (owner of the price)
-   */
-  userId: string;
-  /**
-   * Currency being priced (e.g., USD, AAPL, BTC)
-   */
-  currency: string;
-  /**
-   * Quote currency (pricing currency, e.g., USD, CNY)
-   */
-  quoteCurrency: string;
-  /**
-   * Price amount (corresponds to Beancount Amount.number). Supports up to 15 decimal places.
-   */
-  amount: number;
-  /**
-   * Price date (ISO 8601 format). Represents the date this price was valid.
-   */
-  date: string;
-  /**
-   * Metadata (corresponds to Beancount meta field). Contains source, confidence, note, etc.
-   */
-  meta: {
-    [key: string]: unknown;
-  };
-  /**
-   * Creation timestamp
-   */
-  createdAt: string;
+export type AnonymousLoginDto = {
   /**
-   * Last update timestamp
+   * Access token for anonymous login
    */
-  updatedAt: string;
+  accessToken: string;
 };
 
-export type PriceListResponseDto = {
-  /**
-   * List of prices
-   */
-  items: Array<PriceResponseDto>;
+export type AnonymousLoginResponseDto = {
   /**
-   * Total number of prices
+   * JWT auth token
    */
-  total: number;
+  authToken: string;
 };
 
-export type UpdateBeanPriceDto = {
-  /**
-   * Currency being priced
-   */
-  currency?: string;
-  /**
-   * Quote currency (pricing currency)
-   */
-  quoteCurrency?: string;
-  /**
-   * Price amount (MUST be >= 0 per Beancount spec)
-   */
-  amount?: number;
-  /**
-   * Price date (ISO 8601 format)
-   */
-  date?: string;
-  /**
-   * Metadata
-   */
-  metadata?: {
+export type SymbolSearchResultDto = {
+  symbol: string;
+  name?: {
     [key: string]: unknown;
-  };
-};
-
-export type CurrencyBalanceDto = {
-  /**
-   * ISO 4217 currency code
-   */
-  currency: string;
-  /**
-   * Balance amount
-   */
-  balance: string;
-};
-
-export type TimeSeriesPointDto = {
-  /**
-   * Date in YYYY-MM-DD format
-   */
-  date: string;
-  /**
-   * Value at this date (in base currency)
-   */
-  value: string;
-  /**
-   * Change from previous point
-   */
-  change?: {
+  } | null;
+  exchange?: {
     [key: string]: unknown;
-  };
-  /**
-   * Multi-currency breakdown for this point
-   */
-  byCurrency?: Array<CurrencyBalanceDto>;
-};
-
-export type TrendSummaryDto = {
-  /**
-   * Value at start of period
-   */
-  startValue: string;
-  /**
-   * Value at end of period
-   */
-  endValue: string;
-  /**
-   * Total change over period
-   */
-  totalChange: string;
-  /**
-   * Total change percentage
-   */
-  totalChangePercentage: string;
-};
-
-export type MultiCurrencyPointDto = {
-  /**
-   * Date in YYYY-MM-DD format
-   */
-  date: string;
-  /**
-   * Balances by currency
-   */
-  byCurrency: Array<CurrencyBalanceDto>;
-};
-
-export type PortfolioTrendsResponseDto = {
-  /**
-   * Time series data points
-   */
-  series: Array<TimeSeriesPointDto>;
-  /**
-   * Period summary
-   */
-  summary: TrendSummaryDto;
-  /**
-   * Period requested
-   */
-  period: string;
+  } | null;
   /**
-   * Data granularity
+   * OpenBB asset_type (e.g. stock, etf)
    */
-  granularity: string;
+  assetType?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Base currency for converted values
+   * IGN asset class (region.types.ts ASSET_CLASSES)
    */
-  currency: string;
+  assetClass?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Multi-currency time series (each point has currency breakdown)
+   * IGN asset sub-class (region.types.ts ASSET_SUB_CLASSES)
    */
-  byCurrency?: Array<MultiCurrencyPointDto>;
+  assetSubClass?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Exchange rate warnings
+   * Trading currency (extra_data or inferred from exchange)
    */
-  warnings?: Array<ExchangeRateWarningDto>;
+  currency?: {
+    [key: string]: unknown;
+  } | null;
 };
 
-export type CashFlowPointDto = {
-  /**
-   * Month key (YYYY-MM)
-   */
-  month: string;
+export type SymbolQuoteDto = {
+  symbol?: string;
+  name?: {
+    [key: string]: unknown;
+  } | null;
+  exchange?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Income in base currency (absolute, converted)
+   * OpenBB asset_type
    */
-  income: string;
+  assetType?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Expense in base currency (absolute, converted)
+   * IGN asset class
    */
-  expense: string;
+  assetClass?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * netSavings = income − expense (savings positive)
+   * IGN asset sub-class
    */
-  netSavings: string;
-};
-
-export type CashFlowTrendSummaryDto = {
+  assetSubClass?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Total income across the period
+   * Trading currency (extra_data or inferred from exchange)
    */
-  totalIncome: string;
+  currency?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Total expense across the period
+   * Latest price (Decimal string)
    */
-  totalExpense: string;
+  price?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * income − expense across the period
+   * Date the price was observed (ISO yyyy-MM-dd)
    */
-  totalNetSavings: string;
+  priceDate?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * totalNetSavings divided by the window length (N months, incl. zero-filled)
+   * Change vs previous close, in percentage points (1.7 == 1.7%). openbb stores change_percent as a normalized decimal; this exposes percentage points for frontend convenience.
    */
-  averageMonthlyNetSavings: string;
-};
-
-export type CashFlowTrendsResponseDto = {
+  changePercent?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Monthly cash-flow series (fixed N-month window, zero-filled)
+   * Previous close (Decimal string)
    */
-  series: Array<CashFlowPointDto>;
+  prevClose?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Period totals
+   * Day open (Decimal string)
    */
-  summary: CashFlowTrendSummaryDto;
+  open?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Period requested
+   * Day high (Decimal string)
    */
-  period: string;
+  high?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Data granularity (v1 returns month buckets)
+   * Day low (Decimal string)
    */
-  granularity: string;
+  low?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Base currency for converted values
+   * Day volume (Decimal string)
    */
-  currency: string;
+  volume?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Exchange rate warnings (e.g. missing rate for a currency)
+   * 52-week high (Decimal string)
    */
-  warnings?: Array<ExchangeRateWarningDto>;
-};
-
-export type GenerateSnapshotBody = unknown;
-
-export type GenerateSnapshotResponse = unknown;
-
-export type BackfillSnapshotsBody = unknown;
-
-export type BackfillSnapshotsResponse = unknown;
-
-export type AnonymousLoginDto = {
+  yearHigh?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Access token for anonymous login
+   * 52-week low (Decimal string)
    */
-  accessToken: string;
+  yearLow?: {
+    [key: string]: unknown;
+  } | null;
 };
 
 export type AccountControllerCreateData = {
@@ -5117,7 +5832,7 @@ export type AccountControllerFindAllData = {
    */
   region: 'cn' | 'us' | 'de' | 'gb';
   /**
-   * Search term for path or i18nKey
+   * Search term for account path
    */
   search?: string;
   /**
@@ -5200,6 +5915,21 @@ export type AccountControllerReopenData = {
 
 export type AccountControllerReopenResponse = AccountResponseDto;
 
+export type AccountControllerAddOpeningBalanceData = {
+  /**
+   * Account UUID
+   */
+  id: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: CreateOpeningBalanceDto;
+};
+
+export type AccountControllerAddOpeningBalanceResponse =
+  OpeningBalanceResultDto;
+
 export type AccountStandardsControllerGetTemplatesData = {
   /**
    * Region code (cn, us, de)
@@ -5260,6 +5990,10 @@ export type TransactionControllerListData = {
    * Filter by account ID (transactions with postings to this account)
    */
   accountId?: string;
+  /**
+   * Filter by ADR-0075 functional category (Group segment); matches any posting to an Expenses/Income account whose derived Group segment equals this value
+   */
+  category?: string;
   /**
    * Filter by start date (inclusive), format: YYYY-MM-DD
    */
@@ -5384,7 +6118,7 @@ export type TransactionControllerDeleteResponse = void;
 
 export type BalanceControllerGetBalanceData = {
   /**
-   * Account name (e.g., "Assets:Bank:Checking")
+   * Account name (e.g., "Assets:Checking")
    */
   account: string;
   /**
@@ -5786,6 +6520,103 @@ export type CommodityControllerBulkCreateData = {
 
 export type CommodityControllerBulkCreateResponse = Array<CommodityResponseDto>;
 
+export type PriceControllerCreateData = {
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: CreateBeanPriceDto;
+};
+
+export type PriceControllerCreateResponse = PriceResponseDto;
+
+export type PriceControllerFindAllData = {
+  /**
+   * Filter by currency (e.g., BTC, AAPL, USD)
+   */
+  currency?: string;
+  /**
+   * Filter prices from this date (ISO 8601 format)
+   */
+  dateFrom?: string;
+  /**
+   * Filter prices to this date (ISO 8601 format)
+   */
+  dateTo?: string;
+  /**
+   * Number of items per page (default: 20, max: 100)
+   */
+  limit?: number;
+  /**
+   * Page number for pagination (default: 1)
+   */
+  page?: number;
+  /**
+   * Filter by quote currency (pricing currency, e.g., USD, CNY)
+   */
+  quoteCurrency?: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  /**
+   * Search term for currency or quoteCurrency (case-insensitive partial match)
+   */
+  search?: string;
+};
+
+export type PriceControllerFindAllResponse = PriceListResponseDto;
+
+export type PriceControllerFindOneData = {
+  /**
+   * Price ID
+   */
+  id: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type PriceControllerFindOneResponse = PriceResponseDto;
+
+export type PriceControllerUpdateData = {
+  /**
+   * Price ID
+   */
+  id: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: UpdateBeanPriceDto;
+};
+
+export type PriceControllerUpdateResponse = PriceResponseDto;
+
+export type PriceControllerDeleteData = {
+  /**
+   * Price ID
+   */
+  id: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type PriceControllerDeleteResponse = void;
+
+export type PriceControllerBulkCreateData = {
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: Array<string>;
+};
+
+export type PriceControllerBulkCreateResponse = Array<PriceResponseDto>;
+
 export type RecurringRuleControllerCreateData = {
   /**
    * Region code for tenant context
@@ -5920,104 +6751,252 @@ export type ExpectedTransactionControllerFindOverdueData = {
   region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type ExpectedTransactionControllerFindOverdueResponse =
-  ExpectedTransactionListResponseDto;
+export type ExpectedTransactionControllerFindOverdueResponse =
+  ExpectedTransactionListResponseDto;
+
+export type ExpectedTransactionControllerFindOneData = {
+  /**
+   * Expected transaction ID
+   */
+  id: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type ExpectedTransactionControllerFindOneResponse =
+  ExpectedTransactionResponseDto;
+
+export type ExpectedTransactionControllerSkipData = {
+  /**
+   * Expected transaction ID
+   */
+  id: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type ExpectedTransactionControllerSkipResponse =
+  ExpectedTransactionResponseDto;
+
+export type ExpectedTransactionControllerUndoSkipData = {
+  /**
+   * Expected transaction ID
+   */
+  id: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type ExpectedTransactionControllerUndoSkipResponse =
+  ExpectedTransactionResponseDto;
+
+export type ExpectedTransactionControllerConfirmMatchData = {
+  /**
+   * Expected transaction ID
+   */
+  id: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: ConfirmMatchDto;
+};
+
+export type ExpectedTransactionControllerConfirmMatchResponse = unknown;
+
+export type ExpectedTransactionControllerUnmatchData = {
+  /**
+   * Expected transaction ID
+   */
+  id: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type ExpectedTransactionControllerUnmatchResponse = unknown;
+
+export type ExpectedTransactionControllerEnterNowData = {
+  /**
+   * Expected transaction ID
+   */
+  id: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: EnterNowDto;
+};
+
+export type ExpectedTransactionControllerEnterNowResponse = unknown;
+
+export type ForecastControllerGetForecastData = {
+  /**
+   * Number of months to forecast (1-12, default 3)
+   */
+  months?: number;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type ForecastControllerGetForecastResponse = ForecastResponseDto;
+
+export type ReportingControllerGetPortfolioTrendsData = {
+  /**
+   * Data granularity
+   */
+  granularity?: 'day' | 'week' | 'month';
+  /**
+   * Time period
+   */
+  period?: '1m' | '3m' | '6m' | '1y';
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type ReportingControllerGetPortfolioTrendsResponse =
+  PortfolioTrendsResponseDto;
 
-export type ExpectedTransactionControllerFindOneData = {
+export type ReportingControllerGetCashFlowTrendsData = {
   /**
-   * Expected transaction ID
+   * Data granularity (accepted for API symmetry; v1 returns month buckets)
    */
-  id: string;
+  granularity?: 'day' | 'week' | 'month';
+  /**
+   * Time period
+   */
+  period?: '1m' | '3m' | '6m' | '1y';
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type ExpectedTransactionControllerFindOneResponse =
-  ExpectedTransactionResponseDto;
+export type ReportingControllerGetCashFlowTrendsResponse =
+  CashFlowTrendsResponseDto;
 
-export type ExpectedTransactionControllerSkipData = {
-  /**
-   * Expected transaction ID
-   */
-  id: string;
+export type ReportingControllerGenerateSnapshotData = {
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
+  /**
+   * Optional date (defaults to today)
+   */
+  requestBody: GenerateSnapshotBody;
 };
 
-export type ExpectedTransactionControllerSkipResponse =
-  ExpectedTransactionResponseDto;
+export type ReportingControllerGenerateSnapshotResponse =
+  GenerateSnapshotResponse;
 
-export type ExpectedTransactionControllerUndoSkipData = {
-  /**
-   * Expected transaction ID
-   */
-  id: string;
+export type ReportingControllerBackfillSnapshotsData = {
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: BackfillSnapshotsBody;
 };
 
-export type ExpectedTransactionControllerUndoSkipResponse =
-  ExpectedTransactionResponseDto;
+export type ReportingControllerBackfillSnapshotsResponse =
+  BackfillSnapshotsResponse;
 
-export type ExpectedTransactionControllerConfirmMatchData = {
+export type UserControllerDeleteOwnUserData = {
+  requestBody: DeleteOwnUserDto;
+};
+
+export type UserControllerDeleteOwnUserResponse = void;
+
+export type UserControllerGetUserData = {
+  acceptLanguage: string;
+};
+
+export type UserControllerGetUserResponse = unknown;
+
+export type UserControllerSignupUserData = {
+  requestBody: SignupDto;
+};
+
+export type UserControllerSignupUserResponse = SignupResponseDto;
+
+export type UserControllerDeleteUserData = {
   /**
-   * Expected transaction ID
+   * User ID to delete
    */
   id: string;
+};
+
+export type UserControllerDeleteUserResponse = void;
+
+export type UserControllerGetUserInfoData = {
   /**
-   * Region code for tenant context
+   * User ID
    */
-  region: 'cn' | 'us' | 'de' | 'gb';
-  requestBody: ConfirmMatchDto;
+  id: string;
 };
 
-export type ExpectedTransactionControllerConfirmMatchResponse = unknown;
+export type UserControllerGetUserInfoResponse = unknown;
 
-export type ExpectedTransactionControllerUnmatchData = {
+export type UserControllerUpdateUserSettingData = {
+  requestBody: UpdateUserSettingDto;
+};
+
+export type UserControllerUpdateUserSettingResponse = unknown;
+
+export type UserControllerGetAllUserSettingsByPageData = {
   /**
-   * Expected transaction ID
+   * Page number
    */
-  id: string;
+  pageNo: number;
   /**
-   * Region code for tenant context
+   * Page size
    */
-  region: 'cn' | 'us' | 'de' | 'gb';
+  pageSize: number;
 };
 
-export type ExpectedTransactionControllerUnmatchResponse = unknown;
+export type UserControllerGetAllUserSettingsByPageResponse = unknown;
 
-export type ExpectedTransactionControllerEnterNowData = {
-  /**
-   * Expected transaction ID
-   */
-  id: string;
+export type UserControllerGetAssetLiabilitySummaryResponse = unknown;
+
+export type PropertyControllerGetAllResponse = unknown;
+
+export type PropertyControllerGetByKeyData = {
   /**
-   * Region code for tenant context
+   * Property key
    */
-  region: 'cn' | 'us' | 'de' | 'gb';
-  requestBody: EnterNowDto;
+  key: string;
 };
 
-export type ExpectedTransactionControllerEnterNowResponse = unknown;
+export type PropertyControllerGetByKeyResponse = unknown;
 
-export type ForecastControllerGetForecastData = {
+export type PropertyControllerUpdateData = {
   /**
-   * Number of months to forecast (1-12, default 3)
+   * Property key
    */
-  months?: number;
+  key: string;
+  requestBody: UpdatePropertyDto;
+};
+
+export type PropertyControllerUpdateResponse = unknown;
+
+export type PropertyControllerDeleteData = {
   /**
-   * Region code for tenant context
+   * Property key
    */
-  region: 'cn' | 'us' | 'de' | 'gb';
+  key: string;
 };
 
-export type ForecastControllerGetForecastResponse = ForecastResponseDto;
+export type PropertyControllerDeleteResponse = void;
 
 export type TransactionRuleControllerCreateData = {
   /**
@@ -6164,93 +7143,6 @@ export type TransactionRuleControllerTestData = {
 
 export type TransactionRuleControllerTestResponse = TestRuleResponseDto;
 
-export type UserControllerDeleteOwnUserData = {
-  requestBody: DeleteOwnUserDto;
-};
-
-export type UserControllerDeleteOwnUserResponse = void;
-
-export type UserControllerGetUserData = {
-  acceptLanguage: string;
-};
-
-export type UserControllerGetUserResponse = unknown;
-
-export type UserControllerSignupUserData = {
-  requestBody: SignupDto;
-};
-
-export type UserControllerSignupUserResponse = unknown;
-
-export type UserControllerDeleteUserData = {
-  /**
-   * User ID to delete
-   */
-  id: string;
-};
-
-export type UserControllerDeleteUserResponse = void;
-
-export type UserControllerGetUserInfoData = {
-  /**
-   * User ID
-   */
-  id: string;
-};
-
-export type UserControllerGetUserInfoResponse = unknown;
-
-export type UserControllerUpdateUserSettingData = {
-  requestBody: UpdateUserSettingDto;
-};
-
-export type UserControllerUpdateUserSettingResponse = unknown;
-
-export type UserControllerGetAllUserSettingsByPageData = {
-  /**
-   * Page number
-   */
-  pageNo: number;
-  /**
-   * Page size
-   */
-  pageSize: number;
-};
-
-export type UserControllerGetAllUserSettingsByPageResponse = unknown;
-
-export type UserControllerGetAssetLiabilitySummaryResponse = unknown;
-
-export type PropertyControllerGetAllResponse = unknown;
-
-export type PropertyControllerGetByKeyData = {
-  /**
-   * Property key
-   */
-  key: string;
-};
-
-export type PropertyControllerGetByKeyResponse = unknown;
-
-export type PropertyControllerUpdateData = {
-  /**
-   * Property key
-   */
-  key: string;
-  requestBody: UpdatePropertyDto;
-};
-
-export type PropertyControllerUpdateResponse = unknown;
-
-export type PropertyControllerDeleteData = {
-  /**
-   * Property key
-   */
-  key: string;
-};
-
-export type PropertyControllerDeleteResponse = void;
-
 export type EventControllerCreateData = {
   /**
    * Region code for tenant context (decorative for life events)
@@ -6305,49 +7197,104 @@ export type EventControllerFindOneData = {
   region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type EventControllerFindOneResponse = EventResponseDto;
+export type EventControllerFindOneResponse = EventResponseDto;
+
+export type EventControllerUpdateData = {
+  /**
+   * Life event ID
+   */
+  id: string;
+  /**
+   * Region code for tenant context (decorative for life events)
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: UpdateBeanEventDto;
+};
+
+export type EventControllerUpdateResponse = EventResponseDto;
+
+export type EventControllerDeleteData = {
+  /**
+   * Life event ID
+   */
+  id: string;
+  /**
+   * Region code for tenant context (decorative for life events)
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type EventControllerDeleteResponse = void;
+
+export type EventControllerGetSliceData = {
+  accountPattern: string;
+  granularity: string;
+  /**
+   * Life event ID
+   */
+  id: string;
+  /**
+   * Region code for tenant context (decorative for life events)
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type EventControllerGetSliceResponse = unknown;
 
-export type EventControllerUpdateData = {
+export type OnboardingControllerBootstrapData = {
   /**
-   * Life event ID
+   * Region code for tenant context
    */
-  id: string;
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: OnboardingDto;
+};
+
+export type OnboardingControllerBootstrapResponse = unknown;
+
+export type ReconciliationControllerComputeData = {
   /**
-   * Region code for tenant context (decorative for life events)
+   * Region code for tenant context (decorative for reconciliation)
    */
   region: 'cn' | 'us' | 'de' | 'gb';
-  requestBody: UpdateBeanEventDto;
+  requestBody: ComputeReconciliationDto;
 };
 
-export type EventControllerUpdateResponse = EventResponseDto;
+export type ReconciliationControllerComputeResponse =
+  ReconciliationComputeResultDto;
 
-export type EventControllerDeleteData = {
+export type ReconciliationControllerAssertData = {
   /**
-   * Life event ID
+   * Region code for tenant context (decorative for reconciliation)
    */
-  id: string;
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: AssertReconciliationDto;
+};
+
+export type ReconciliationControllerAssertResponse = ReconciliationRecordDto;
+
+export type ReconciliationControllerPadData = {
   /**
-   * Region code for tenant context (decorative for life events)
+   * Region code for tenant context (decorative for reconciliation)
    */
   region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: PadReconciliationDto;
 };
 
-export type EventControllerDeleteResponse = void;
+export type ReconciliationControllerPadResponse = PadResultDto;
 
-export type EventControllerGetSliceData = {
-  accountPattern: string;
-  granularity: string;
+export type ReconciliationControllerHistoryData = {
   /**
-   * Life event ID
+   * BeanAccount id
    */
-  id: string;
+  accountId: string;
   /**
-   * Region code for tenant context (decorative for life events)
+   * Region code for tenant context (decorative for reconciliation)
    */
   region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type EventControllerGetSliceResponse = unknown;
+export type ReconciliationControllerHistoryResponse =
+  Array<ReconciliationRecordDto>;
 
 export type ExportControllerExportBeancountResponse = unknown;
 
@@ -6441,48 +7388,6 @@ export type ImporterConfigControllerResetConfigData = {
 
 export type ImporterConfigControllerResetConfigResponse = ImporterConfigDto;
 
-export type PlatformControllerFindAllResponse = unknown;
-
-export type PlatformControllerCreateData = {
-  requestBody: CreatePlatformDto;
-};
-
-export type PlatformControllerCreateResponse = unknown;
-
-export type PlatformControllerGetPlatformListResponse = unknown;
-
-export type PlatformControllerMatchPlatformsData = {
-  /**
-   * Search query — Chinese name, English name, or abbreviation
-   */
-  q: string;
-  /**
-   * Region code for category override lookup
-   */
-  region?: string;
-};
-
-export type PlatformControllerMatchPlatformsResponse = unknown;
-
-export type PlatformControllerUpdateData = {
-  /**
-   * Platform ID
-   */
-  id: string;
-  requestBody: UpdatePlatformDto;
-};
-
-export type PlatformControllerUpdateResponse = unknown;
-
-export type PlatformControllerDeleteData = {
-  /**
-   * Platform ID
-   */
-  id: string;
-};
-
-export type PlatformControllerDeleteResponse = void;
-
 export type ProviderSyncControllerSyncData = {
   /**
    * Provider name
@@ -6528,6 +7433,49 @@ export type ProviderSyncControllerIsProviderSupportedData = {
 
 export type ProviderSyncControllerIsProviderSupportedResponse = unknown;
 
+export type ExternalAccountLinkControllerCreateData = {
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: CreateExternalAccountLinkDto;
+};
+
+export type ExternalAccountLinkControllerCreateResponse =
+  ExternalAccountLinkResponseDto;
+
+export type ExternalAccountLinkControllerFindAllData = {
+  provider: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type ExternalAccountLinkControllerFindAllResponse =
+  ExternalAccountLinkListResponseDto;
+
+export type ExternalAccountLinkControllerFindOneData = {
+  id: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type ExternalAccountLinkControllerFindOneResponse =
+  ExternalAccountLinkResponseDto;
+
+export type ExternalAccountLinkControllerRemoveData = {
+  id: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type ExternalAccountLinkControllerRemoveResponse = void;
+
 export type TelemetryControllerReportTelemetryData = {
   /**
    * Region code for tenant context
@@ -6600,203 +7548,114 @@ export type NlpControllerGetSessionData = {
 
 export type NlpControllerGetSessionResponse = unknown;
 
-export type DashboardControllerGetNetWorthData = {
-  /**
-   * Date for balance calculation (ISO 8601 format)
-   */
-  date?: string;
-  /**
-   * Region code for tenant context
-   */
-  region: 'cn' | 'us' | 'de' | 'gb';
-};
-
-export type DashboardControllerGetNetWorthResponse = NetWorthResponseDto;
+export type PlatformControllerFindAllResponse = unknown;
 
-export type DashboardControllerGetAccountsData = {
-  /**
-   * Scope to a single account (only valid with groupBy=holdingAssetClass, ADR-0105 §6)
-   */
-  accountId?: string;
-  /**
-   * Date for balance calculation (ISO 8601 format)
-   */
-  date?: string;
-  /**
-   * Grouping strategy
-   */
-  groupBy?:
-    | 'platform'
-    | 'assetClass'
-    | 'holdingAssetClass'
-    | 'holdingAssetClassByAccount';
-  /**
-   * Region code for tenant context
-   */
-  region: 'cn' | 'us' | 'de' | 'gb';
+export type PlatformControllerCreateData = {
+  requestBody: CreatePlatformDto;
 };
 
-export type DashboardControllerGetAccountsResponse =
-  | AccountsResponseDto
-  | AssetClassAccountsResponseDto
-  | HoldingAssetClassCrossAccountResponseDto;
-
-export type DashboardControllerGetCashFlowData = {
-  /**
-   * Period in YYYY-MM format
-   */
-  period: string;
-  /**
-   * Region code for tenant context
-   */
-  region: 'cn' | 'us' | 'de' | 'gb';
-};
+export type PlatformControllerCreateResponse = unknown;
 
-export type DashboardControllerGetCashFlowResponse = CashFlowResponseDto;
+export type PlatformControllerGetPlatformListResponse =
+  Array<PlatformListItemDto>;
 
-export type HoldingPnlControllerGetHoldingPnlData = {
-  /**
-   * Scope to a single account
-   */
-  accountId?: string;
-  /**
-   * As-of date (ISO 8601), defaults to today
-   */
-  asOf?: string;
-  /**
-   * Realized-P&L lot-matching method (default average). Does not affect the average-cost unrealized basis.
-   */
-  method?: 'FIFO' | 'average';
+export type PlatformControllerMatchPlatformsData = {
   /**
-   * Region code for tenant context
+   * Search query — Chinese name, English name, or abbreviation
    */
-  region: 'cn' | 'us' | 'de' | 'gb';
-};
-
-export type HoldingPnlControllerGetHoldingPnlResponse = HoldingPnlResponseDto;
-
-export type PriceControllerCreateData = {
+  q: string;
   /**
-   * Region code for tenant context
+   * Region code for category override lookup
    */
-  region: 'cn' | 'us' | 'de' | 'gb';
-  requestBody: CreateBeanPriceDto;
+  region?: string;
 };
 
-export type PriceControllerCreateResponse = PriceResponseDto;
+export type PlatformControllerMatchPlatformsResponse = PlatformMatchResponseDto;
 
-export type PriceControllerFindAllData = {
-  /**
-   * Filter by currency (e.g., BTC, AAPL, USD)
-   */
-  currency?: string;
-  /**
-   * Filter prices from this date (ISO 8601 format)
-   */
-  dateFrom?: string;
-  /**
-   * Filter prices to this date (ISO 8601 format)
-   */
-  dateTo?: string;
-  /**
-   * Number of items per page (default: 20, max: 100)
-   */
-  limit?: number;
-  /**
-   * Page number for pagination (default: 1)
-   */
-  page?: number;
-  /**
-   * Filter by quote currency (pricing currency, e.g., USD, CNY)
-   */
-  quoteCurrency?: string;
-  /**
-   * Region code for tenant context
-   */
-  region: 'cn' | 'us' | 'de' | 'gb';
+export type PlatformControllerUpdateData = {
   /**
-   * Search term for currency or quoteCurrency (case-insensitive partial match)
+   * Platform ID
    */
-  search?: string;
+  id: string;
+  requestBody: UpdatePlatformDto;
 };
 
-export type PriceControllerFindAllResponse = PriceListResponseDto;
+export type PlatformControllerUpdateResponse = unknown;
 
-export type PriceControllerFindOneData = {
+export type PlatformControllerDeleteData = {
   /**
-   * Price ID
+   * Platform ID
    */
   id: string;
-  /**
-   * Region code for tenant context
-   */
-  region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type PriceControllerFindOneResponse = PriceResponseDto;
+export type PlatformControllerDeleteResponse = void;
 
-export type PriceControllerUpdateData = {
+export type DashboardControllerGetNetWorthData = {
   /**
-   * Price ID
+   * Date for balance calculation (ISO 8601 format)
    */
-  id: string;
+  date?: string;
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
-  requestBody: UpdateBeanPriceDto;
 };
 
-export type PriceControllerUpdateResponse = PriceResponseDto;
+export type DashboardControllerGetNetWorthResponse = NetWorthResponseDto;
 
-export type PriceControllerDeleteData = {
+export type DashboardControllerGetAccountsData = {
   /**
-   * Price ID
+   * Scope to a single account (only valid with groupBy=holdingAssetClass, ADR-0105 §6)
    */
-  id: string;
+  accountId?: string;
   /**
-   * Region code for tenant context
-   */
-  region: 'cn' | 'us' | 'de' | 'gb';
-};
-
-export type PriceControllerDeleteResponse = void;
-
-export type PriceControllerBulkCreateData = {
+   * Date for balance calculation (ISO 8601 format)
+   */
+  date?: string;
+  /**
+   * Grouping strategy
+   */
+  groupBy?:
+    | 'platform'
+    | 'assetClass'
+    | 'holdingAssetClass'
+    | 'holdingAssetClassByAccount';
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
-  requestBody: Array<string>;
 };
 
-export type PriceControllerBulkCreateResponse = Array<PriceResponseDto>;
+export type DashboardControllerGetAccountsResponse =
+  | AccountsResponseDto
+  | AssetClassAccountsResponseDto
+  | HoldingAssetClassCrossAccountResponseDto;
 
-export type ReportingControllerGetPortfolioTrendsData = {
-  /**
-   * Data granularity
-   */
-  granularity?: 'day' | 'week' | 'month';
+export type DashboardControllerGetCashFlowData = {
   /**
-   * Time period
+   * Period in YYYY-MM format
    */
-  period?: '1m' | '3m' | '6m' | '1y';
+  period: string;
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type ReportingControllerGetPortfolioTrendsResponse =
-  PortfolioTrendsResponseDto;
+export type DashboardControllerGetCashFlowResponse = CashFlowResponseDto;
 
-export type ReportingControllerGetCashFlowTrendsData = {
+export type DashboardControllerGetExpensesData = {
   /**
-   * Data granularity (accepted for API symmetry; v1 returns month buckets)
+   * Account root to aggregate (expense → ^Expenses:, income → ^Income:)
    */
-  granularity?: 'day' | 'week' | 'month';
+  flow?: 'expense' | 'income';
   /**
-   * Time period
+   * Grouping strategy
+   */
+  groupBy?: 'category';
+  /**
+   * Time window (1m = current calendar month)
    */
   period?: '1m' | '3m' | '6m' | '1y';
   /**
@@ -6805,33 +7664,29 @@ export type ReportingControllerGetCashFlowTrendsData = {
   region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type ReportingControllerGetCashFlowTrendsResponse =
-  CashFlowTrendsResponseDto;
+export type DashboardControllerGetExpensesResponse =
+  ExpensesByCategoryResponseDto;
 
-export type ReportingControllerGenerateSnapshotData = {
+export type HoldingPnlControllerGetHoldingPnlData = {
   /**
-   * Region code for tenant context
+   * Scope to a single account
    */
-  region: 'cn' | 'us' | 'de' | 'gb';
+  accountId?: string;
   /**
-   * Optional date (defaults to today)
+   * As-of date (ISO 8601), defaults to today
    */
-  requestBody: GenerateSnapshotBody;
-};
-
-export type ReportingControllerGenerateSnapshotResponse =
-  GenerateSnapshotResponse;
-
-export type ReportingControllerBackfillSnapshotsData = {
+  asOf?: string;
+  /**
+   * Realized-P&L lot-matching method (default average). Does not affect the average-cost unrealized basis.
+   */
+  method?: 'FIFO' | 'average';
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
-  requestBody: BackfillSnapshotsBody;
 };
 
-export type ReportingControllerBackfillSnapshotsResponse =
-  BackfillSnapshotsResponse;
+export type HoldingPnlControllerGetHoldingPnlResponse = HoldingPnlResponseDto;
 
 export type ApiKeysControllerCreateApiKeyResponse = unknown;
 
@@ -6839,7 +7694,7 @@ export type AuthControllerAccessTokenLoginData = {
   requestBody: AnonymousLoginDto;
 };
 
-export type AuthControllerAccessTokenLoginResponse = unknown;
+export type AuthControllerAccessTokenLoginResponse = AnonymousLoginResponseDto;
 
 export type CacheControllerFlushCacheResponse = unknown;
 
@@ -6879,6 +7734,33 @@ export type HealthControllerGetMetricsResponse = unknown;
 
 export type InfoControllerGetInfoResponse = unknown;
 
+export type SymbolControllerSearchData = {
+  /**
+   * Filter by OpenBB asset_type (e.g. stock, etf)
+   */
+  assetType?: string;
+  /**
+   * Filter by exchange code (e.g. US, HK, SS, SZ)
+   */
+  exchange?: string;
+  /**
+   * Maximum number of results (clamped 1..50)
+   */
+  limit?: number;
+  /**
+   * Search term — matched against symbol and instrument name. Empty string returns [].
+   */
+  q: string;
+};
+
+export type SymbolControllerSearchResponse = Array<SymbolSearchResultDto>;
+
+export type SymbolControllerGetQuoteData = {
+  symbol: string;
+};
+
+export type SymbolControllerGetQuoteResponse = SymbolQuoteDto;
+
 export type $OpenApiTs = {
   '/api/v1/{region}/bean/accounts': {
     post: {
@@ -6943,7 +7825,7 @@ export type $OpenApiTs = {
          */
         404: unknown;
         /**
-         * Account has transactions and cannot be deleted
+         * Account has active transactions and cannot be deleted
          */
         409: unknown;
       };
@@ -6987,6 +7869,25 @@ export type $OpenApiTs = {
       };
     };
   };
+  '/api/v1/{region}/bean/accounts/{id}/opening-balance': {
+    post: {
+      req: AccountControllerAddOpeningBalanceData;
+      res: {
+        /**
+         * Opening-balance transaction created
+         */
+        201: OpeningBalanceResultDto;
+        /**
+         * Account not found
+         */
+        404: unknown;
+        /**
+         * An opening balance already exists for this account
+         */
+        409: unknown;
+      };
+    };
+  };
   '/api/v1/{region}/bean/account-standards': {
     get: {
       req: AccountStandardsControllerGetTemplatesData;
@@ -7595,6 +8496,90 @@ export type $OpenApiTs = {
       };
     };
   };
+  '/api/v1/{region}/bean/prices': {
+    post: {
+      req: PriceControllerCreateData;
+      res: {
+        /**
+         * Price created successfully
+         */
+        201: PriceResponseDto;
+        /**
+         * Currency or quoteCurrency commodity not found
+         */
+        404: unknown;
+        /**
+         * Price already exists for this currency pair and date
+         */
+        409: unknown;
+      };
+    };
+    get: {
+      req: PriceControllerFindAllData;
+      res: {
+        /**
+         * Prices retrieved successfully
+         */
+        200: PriceListResponseDto;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/prices/{id}': {
+    get: {
+      req: PriceControllerFindOneData;
+      res: {
+        /**
+         * Price retrieved successfully
+         */
+        200: PriceResponseDto;
+        /**
+         * Price not found
+         */
+        404: unknown;
+      };
+    };
+    put: {
+      req: PriceControllerUpdateData;
+      res: {
+        /**
+         * Price updated successfully
+         */
+        200: PriceResponseDto;
+        /**
+         * Price not found
+         */
+        404: unknown;
+        /**
+         * Updated price conflicts with existing price
+         */
+        409: unknown;
+      };
+    };
+    delete: {
+      req: PriceControllerDeleteData;
+      res: {
+        /**
+         * Price deleted successfully
+         */
+        204: void;
+        /**
+         * Price not found
+         */
+        404: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/prices/bulk': {
+    post: {
+      req: PriceControllerBulkCreateData;
+      res: {
+        /**
+         * Prices created successfully
+         */
+        201: Array<PriceResponseDto>;
+      };
+    };
+  };
   '/api/v1/{region}/bean/recurring-rules': {
     post: {
       req: RecurringRuleControllerCreateData;
@@ -7845,397 +8830,469 @@ export type $OpenApiTs = {
       };
     };
   };
-  '/api/v1/{region}/bean/transaction-rules': {
+  '/api/v1/{region}/reporting/portfolio/trends': {
+    get: {
+      req: ReportingControllerGetPortfolioTrendsData;
+      res: {
+        /**
+         * Trends retrieved successfully
+         */
+        200: PortfolioTrendsResponseDto;
+        /**
+         * User not authenticated
+         */
+        401: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/reporting/cash-flow/trends': {
+    get: {
+      req: ReportingControllerGetCashFlowTrendsData;
+      res: {
+        /**
+         * Cash-flow trends retrieved successfully
+         */
+        200: CashFlowTrendsResponseDto;
+        /**
+         * User not authenticated
+         */
+        401: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/reporting/snapshots/generate': {
     post: {
-      req: TransactionRuleControllerCreateData;
+      req: ReportingControllerGenerateSnapshotData;
       res: {
         /**
-         * Rule updated successfully (upsert mode)
+         * Snapshot generated successfully
          */
-        200: TransactionRuleResponseDto;
+        200: GenerateSnapshotResponse;
         /**
-         * Validation failed
+         * Invalid date format
          */
-        400: ApiProblemResponseDto;
+        400: unknown;
         /**
-         * Unauthorized
+         * User not authenticated
          */
-        401: ApiProblemResponseDto;
+        401: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/reporting/snapshots/backfill': {
+    post: {
+      req: ReportingControllerBackfillSnapshotsData;
+      res: {
+        /**
+         * Backfill completed successfully
+         */
+        200: BackfillSnapshotsResponse;
+        /**
+         * Invalid date format or range
+         */
+        400: unknown;
+        /**
+         * User not authenticated
+         */
+        401: unknown;
+        /**
+         * Backfill already in progress for this user
+         */
+        409: unknown;
+      };
+    };
+  };
+  '/api/v1/users': {
+    delete: {
+      req: UserControllerDeleteOwnUserData;
+      res: {
+        /**
+         * User deleted successfully
+         */
+        204: void;
         /**
-         * Resource conflict - another process is updating this rule
+         * Invalid access token
          */
-        409: ApiProblemResponseDto;
+        403: unknown;
       };
     };
     get: {
-      req: TransactionRuleControllerListData;
+      req: UserControllerGetUserData;
       res: {
         /**
-         * List of rules
-         */
-        200: TransactionRuleListResponseDto;
-        /**
-         * Unauthorized
+         * User retrieved successfully
          */
-        401: ApiProblemResponseDto;
+        200: unknown;
       };
     };
-  };
-  '/api/v1/{region}/bean/transaction-rules/validate': {
     post: {
-      req: TransactionRuleControllerValidateData;
+      req: UserControllerSignupUserData;
       res: {
         /**
-         * Validation result
+         * User created successfully
          */
-        200: ValidateRuleResponseDto;
+        201: SignupResponseDto;
         /**
-         * Validation failed
+         * Invalid Turnstile token (when Turnstile is enabled)
          */
-        400: ApiProblemResponseDto;
+        400: unknown;
         /**
-         * Unauthorized
+         * User signup is disabled
          */
-        401: ApiProblemResponseDto;
+        403: unknown;
       };
     };
   };
-  '/api/v1/{region}/bean/transaction-rules/bulk': {
-    post: {
-      req: TransactionRuleControllerBulkCreateData;
+  '/api/v1/users/{id}': {
+    delete: {
+      req: UserControllerDeleteUserData;
       res: {
         /**
-         * Bulk create completed
-         */
-        201: BulkCreateRulesResponseDto;
-        /**
-         * Invalid bulk create data
+         * User deleted successfully
          */
-        400: ApiProblemResponseDto;
+        204: void;
         /**
-         * Unauthorized
+         * Cannot delete own account or insufficient permissions
          */
-        401: ApiProblemResponseDto;
+        403: unknown;
       };
     };
   };
-  '/api/v1/{region}/bean/transaction-rules/export/{format}': {
+  '/api/v1/users/{id}/info': {
     get: {
-      req: TransactionRuleControllerExportData;
+      req: UserControllerGetUserInfoData;
       res: {
         /**
-         * Exported rules
-         */
-        200: ExportRulesResponseDto;
-        /**
-         * Unsupported format
+         * User info retrieved successfully
          */
-        400: ApiProblemResponseDto;
+        200: unknown;
         /**
-         * Unauthorized
+         * Cannot access other user info without admin permission
          */
-        401: ApiProblemResponseDto;
+        403: unknown;
       };
     };
   };
-  '/api/v1/{region}/bean/transaction-rules/statistics/{period}': {
-    get: {
-      req: TransactionRuleControllerGetStatisticsData;
+  '/api/v1/users/setting': {
+    put: {
+      req: UserControllerUpdateUserSettingData;
       res: {
         /**
-         * Rule statistics
+         * Settings updated successfully
          */
-        200: RuleStatisticsResponseDto;
+        200: unknown;
         /**
-         * Unauthorized
+         * Insufficient permissions
          */
-        401: ApiProblemResponseDto;
+        403: unknown;
       };
     };
   };
-  '/api/v1/{region}/bean/transaction-rules/{ruleId}': {
+  '/api/v1/users/settings-by-page': {
     get: {
-      req: TransactionRuleControllerGetDetailData;
+      req: UserControllerGetAllUserSettingsByPageData;
       res: {
         /**
-         * Rule details
-         */
-        200: TransactionRuleResponseDto;
-        /**
-         * Unauthorized
-         */
-        401: ApiProblemResponseDto;
-        /**
-         * Forbidden - not owner of rule
-         */
-        403: ApiProblemResponseDto;
-        /**
-         * Rule not found
+         * Settings list retrieved successfully
          */
-        404: ApiProblemResponseDto;
+        200: unknown;
       };
     };
-    put: {
-      req: TransactionRuleControllerUpdateData;
+  };
+  '/api/v1/users/asset-liability-summary': {
+    get: {
       res: {
         /**
-         * Rule updated successfully
+         * Summary retrieved successfully
          */
-        200: TransactionRuleResponseDto;
+        200: unknown;
+      };
+    };
+  };
+  '/api/v1/admin/properties': {
+    get: {
+      res: {
         /**
-         * Validation failed
+         * Properties retrieved successfully
          */
-        400: ApiProblemResponseDto;
+        200: unknown;
         /**
          * Unauthorized
          */
-        401: ApiProblemResponseDto;
-        /**
-         * Forbidden - not owner of rule
-         */
-        403: ApiProblemResponseDto;
-        /**
-         * Rule not found
-         */
-        404: ApiProblemResponseDto;
+        401: unknown;
         /**
-         * Resource conflict - rule is being modified by another process
+         * Forbidden - insufficient permissions
          */
-        409: ApiProblemResponseDto;
+        403: unknown;
       };
     };
-    delete: {
-      req: TransactionRuleControllerDeleteData;
+  };
+  '/api/v1/admin/properties/{key}': {
+    get: {
+      req: PropertyControllerGetByKeyData;
       res: {
         /**
-         * Rule deleted successfully
+         * Property retrieved successfully
          */
-        204: void;
+        200: unknown;
         /**
          * Unauthorized
          */
-        401: ApiProblemResponseDto;
-        /**
-         * Forbidden - not owner of rule
-         */
-        403: ApiProblemResponseDto;
+        401: unknown;
         /**
-         * Rule not found
+         * Forbidden - insufficient permissions
          */
-        404: ApiProblemResponseDto;
+        403: unknown;
         /**
-         * Resource conflict - rule is being modified by another process
+         * Property not found
          */
-        409: ApiProblemResponseDto;
+        404: unknown;
       };
     };
-  };
-  '/api/v1/{region}/bean/transaction-rules/{ruleId}/test': {
-    post: {
-      req: TransactionRuleControllerTestData;
+    put: {
+      req: PropertyControllerUpdateData;
       res: {
         /**
-         * Test result
+         * Property updated successfully
          */
-        200: TestRuleResponseDto;
+        200: unknown;
         /**
          * Unauthorized
          */
-        401: ApiProblemResponseDto;
-        /**
-         * Forbidden - not owner of rule
-         */
-        403: ApiProblemResponseDto;
+        401: unknown;
         /**
-         * Rule not found
+         * Forbidden - insufficient permissions
          */
-        404: ApiProblemResponseDto;
+        403: unknown;
       };
     };
-  };
-  '/api/v1/users': {
     delete: {
-      req: UserControllerDeleteOwnUserData;
+      req: PropertyControllerDeleteData;
       res: {
         /**
-         * User deleted successfully
+         * Property deleted successfully
          */
         204: void;
         /**
-         * Invalid access token
+         * Unauthorized
+         */
+        401: unknown;
+        /**
+         * Forbidden - insufficient permissions
          */
         403: unknown;
-      };
-    };
-    get: {
-      req: UserControllerGetUserData;
-      res: {
         /**
-         * User retrieved successfully
+         * Property not found
          */
-        200: unknown;
+        404: unknown;
       };
     };
+  };
+  '/api/v1/{region}/bean/transaction-rules': {
     post: {
-      req: UserControllerSignupUserData;
+      req: TransactionRuleControllerCreateData;
       res: {
         /**
-         * User created successfully
+         * Rule updated successfully (upsert mode)
          */
-        201: unknown;
+        200: TransactionRuleResponseDto;
         /**
-         * Invalid Turnstile token (when Turnstile is enabled)
+         * Validation failed
          */
-        400: unknown;
+        400: ApiProblemResponseDto;
         /**
-         * User signup is disabled
+         * Unauthorized
          */
-        403: unknown;
+        401: ApiProblemResponseDto;
+        /**
+         * Resource conflict - another process is updating this rule
+         */
+        409: ApiProblemResponseDto;
       };
     };
-  };
-  '/api/v1/users/{id}': {
-    delete: {
-      req: UserControllerDeleteUserData;
+    get: {
+      req: TransactionRuleControllerListData;
       res: {
         /**
-         * User deleted successfully
+         * List of rules
          */
-        204: void;
+        200: TransactionRuleListResponseDto;
         /**
-         * Cannot delete own account or insufficient permissions
+         * Unauthorized
          */
-        403: unknown;
+        401: ApiProblemResponseDto;
       };
     };
   };
-  '/api/v1/users/{id}/info': {
-    get: {
-      req: UserControllerGetUserInfoData;
+  '/api/v1/{region}/bean/transaction-rules/validate': {
+    post: {
+      req: TransactionRuleControllerValidateData;
       res: {
         /**
-         * User info retrieved successfully
+         * Validation result
          */
-        200: unknown;
+        200: ValidateRuleResponseDto;
         /**
-         * Cannot access other user info without admin permission
+         * Validation failed
          */
-        403: unknown;
+        400: ApiProblemResponseDto;
+        /**
+         * Unauthorized
+         */
+        401: ApiProblemResponseDto;
       };
     };
   };
-  '/api/v1/users/setting': {
-    put: {
-      req: UserControllerUpdateUserSettingData;
+  '/api/v1/{region}/bean/transaction-rules/bulk': {
+    post: {
+      req: TransactionRuleControllerBulkCreateData;
       res: {
         /**
-         * Settings updated successfully
+         * Bulk create completed
+         */
+        201: BulkCreateRulesResponseDto;
+        /**
+         * Invalid bulk create data
          */
-        200: unknown;
+        400: ApiProblemResponseDto;
         /**
-         * Insufficient permissions
+         * Unauthorized
          */
-        403: unknown;
+        401: ApiProblemResponseDto;
       };
     };
   };
-  '/api/v1/users/settings-by-page': {
+  '/api/v1/{region}/bean/transaction-rules/export/{format}': {
     get: {
-      req: UserControllerGetAllUserSettingsByPageData;
+      req: TransactionRuleControllerExportData;
       res: {
         /**
-         * Settings list retrieved successfully
+         * Exported rules
          */
-        200: unknown;
+        200: ExportRulesResponseDto;
+        /**
+         * Unsupported format
+         */
+        400: ApiProblemResponseDto;
+        /**
+         * Unauthorized
+         */
+        401: ApiProblemResponseDto;
       };
     };
   };
-  '/api/v1/users/asset-liability-summary': {
+  '/api/v1/{region}/bean/transaction-rules/statistics/{period}': {
     get: {
+      req: TransactionRuleControllerGetStatisticsData;
       res: {
         /**
-         * Summary retrieved successfully
+         * Rule statistics
          */
-        200: unknown;
+        200: RuleStatisticsResponseDto;
+        /**
+         * Unauthorized
+         */
+        401: ApiProblemResponseDto;
       };
     };
   };
-  '/api/v1/admin/properties': {
+  '/api/v1/{region}/bean/transaction-rules/{ruleId}': {
     get: {
+      req: TransactionRuleControllerGetDetailData;
       res: {
         /**
-         * Properties retrieved successfully
+         * Rule details
          */
-        200: unknown;
+        200: TransactionRuleResponseDto;
         /**
          * Unauthorized
          */
-        401: unknown;
+        401: ApiProblemResponseDto;
         /**
-         * Forbidden - insufficient permissions
+         * Forbidden - not owner of rule
          */
-        403: unknown;
+        403: ApiProblemResponseDto;
+        /**
+         * Rule not found
+         */
+        404: ApiProblemResponseDto;
       };
     };
-  };
-  '/api/v1/admin/properties/{key}': {
-    get: {
-      req: PropertyControllerGetByKeyData;
+    put: {
+      req: TransactionRuleControllerUpdateData;
       res: {
         /**
-         * Property retrieved successfully
+         * Rule updated successfully
          */
-        200: unknown;
+        200: TransactionRuleResponseDto;
+        /**
+         * Validation failed
+         */
+        400: ApiProblemResponseDto;
         /**
          * Unauthorized
          */
-        401: unknown;
+        401: ApiProblemResponseDto;
         /**
-         * Forbidden - insufficient permissions
+         * Forbidden - not owner of rule
          */
-        403: unknown;
+        403: ApiProblemResponseDto;
         /**
-         * Property not found
+         * Rule not found
          */
-        404: unknown;
+        404: ApiProblemResponseDto;
+        /**
+         * Resource conflict - rule is being modified by another process
+         */
+        409: ApiProblemResponseDto;
       };
     };
-    put: {
-      req: PropertyControllerUpdateData;
+    delete: {
+      req: TransactionRuleControllerDeleteData;
       res: {
         /**
-         * Property updated successfully
+         * Rule deleted successfully
          */
-        200: unknown;
+        204: void;
         /**
          * Unauthorized
          */
-        401: unknown;
+        401: ApiProblemResponseDto;
         /**
-         * Forbidden - insufficient permissions
+         * Forbidden - not owner of rule
          */
-        403: unknown;
+        403: ApiProblemResponseDto;
+        /**
+         * Rule not found
+         */
+        404: ApiProblemResponseDto;
+        /**
+         * Resource conflict - rule is being modified by another process
+         */
+        409: ApiProblemResponseDto;
       };
     };
-    delete: {
-      req: PropertyControllerDeleteData;
+  };
+  '/api/v1/{region}/bean/transaction-rules/{ruleId}/test': {
+    post: {
+      req: TransactionRuleControllerTestData;
       res: {
         /**
-         * Property deleted successfully
+         * Test result
          */
-        204: void;
+        200: TestRuleResponseDto;
         /**
          * Unauthorized
          */
-        401: unknown;
+        401: ApiProblemResponseDto;
         /**
-         * Forbidden - insufficient permissions
+         * Forbidden - not owner of rule
          */
-        403: unknown;
+        403: ApiProblemResponseDto;
         /**
-         * Property not found
+         * Rule not found
          */
-        404: unknown;
+        404: ApiProblemResponseDto;
       };
     };
   };
@@ -8335,6 +9392,85 @@ export type $OpenApiTs = {
       };
     };
   };
+  '/api/v1/{region}/bean/onboarding': {
+    post: {
+      req: OnboardingControllerBootstrapData;
+      res: {
+        /**
+         * Onboarding bootstrap result.
+         */
+        201: unknown;
+        /**
+         * Invalid region/account path/duplicate paths.
+         */
+        422: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/reconciliations': {
+    post: {
+      req: ReconciliationControllerComputeData;
+      res: {
+        /**
+         * Reconciliation preview
+         */
+        200: ReconciliationComputeResultDto;
+        /**
+         * Account not found
+         */
+        404: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/reconciliations/assert': {
+    post: {
+      req: ReconciliationControllerAssertData;
+      res: {
+        /**
+         * Balance assertion recorded
+         */
+        201: ReconciliationRecordDto;
+        /**
+         * Account not found
+         */
+        404: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/reconciliations/pad': {
+    post: {
+      req: ReconciliationControllerPadData;
+      res: {
+        /**
+         * Pad adjusting entry generated
+         */
+        201: PadResultDto;
+        /**
+         * Book already within tolerance — no pad needed
+         */
+        400: unknown;
+        /**
+         * Account not found
+         */
+        404: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/accounts/{accountId}/reconciliations': {
+    get: {
+      req: ReconciliationControllerHistoryData;
+      res: {
+        /**
+         * Reconciliation history
+         */
+        200: Array<ReconciliationRecordDto>;
+        /**
+         * Account not found
+         */
+        404: unknown;
+      };
+    };
+  };
   '/api/v1/{region}/bean/export/beancount': {
     get: {
       res: {
@@ -8453,107 +9589,35 @@ export type $OpenApiTs = {
       };
     };
     put: {
-      req: ImporterConfigControllerUpdateConfigData;
-      res: {
-        /**
-         * Configuration updated successfully
-         */
-        200: ImporterConfigDto;
-        /**
-         * Invalid input - Validation failed
-         */
-        400: ApiProblemResponseDto;
-        /**
-         * Configuration not found
-         */
-        404: ApiProblemResponseDto;
-      };
-    };
-  };
-  '/api/v1/{region}/bean/import/config/{importerId}/reset': {
-    post: {
-      req: ImporterConfigControllerResetConfigData;
-      res: {
-        /**
-         * Configuration reset successfully
-         */
-        200: ImporterConfigDto;
-        /**
-         * Invalid input - Unsupported importer
-         */
-        400: ApiProblemResponseDto;
-      };
-    };
-  };
-  '/api/v1/bean/platforms': {
-    get: {
-      res: {
-        /**
-         * List of platforms with binding and account counts
-         */
-        200: unknown;
-      };
-    };
-    post: {
-      req: PlatformControllerCreateData;
-      res: {
-        /**
-         * Platform created successfully
-         */
-        201: unknown;
-        /**
-         * Platform already exists
-         */
-        409: unknown;
-      };
-    };
-  };
-  '/api/v1/bean/platforms/list': {
-    get: {
-      res: {
-        /**
-         * List of platforms with user binding status
-         */
-        200: unknown;
-      };
-    };
-  };
-  '/api/v1/bean/platforms/match': {
-    get: {
-      req: PlatformControllerMatchPlatformsData;
-      res: {
-        /**
-         * List of matching platforms with suggested segment names
-         */
-        200: unknown;
-      };
-    };
-  };
-  '/api/v1/bean/platforms/{id}': {
-    put: {
-      req: PlatformControllerUpdateData;
+      req: ImporterConfigControllerUpdateConfigData;
       res: {
         /**
-         * Platform updated successfully
+         * Configuration updated successfully
          */
-        200: unknown;
+        200: ImporterConfigDto;
         /**
-         * Platform not found
+         * Invalid input - Validation failed
          */
-        404: unknown;
+        400: ApiProblemResponseDto;
+        /**
+         * Configuration not found
+         */
+        404: ApiProblemResponseDto;
       };
     };
-    delete: {
-      req: PlatformControllerDeleteData;
+  };
+  '/api/v1/{region}/bean/import/config/{importerId}/reset': {
+    post: {
+      req: ImporterConfigControllerResetConfigData;
       res: {
         /**
-         * Platform deleted successfully
+         * Configuration reset successfully
          */
-        204: void;
+        200: ImporterConfigDto;
         /**
-         * Platform not found
+         * Invalid input - Unsupported importer
          */
-        404: unknown;
+        400: ApiProblemResponseDto;
       };
     };
   };
@@ -8610,6 +9674,54 @@ export type $OpenApiTs = {
       };
     };
   };
+  '/api/v1/{region}/bean/external-account-links': {
+    post: {
+      req: ExternalAccountLinkControllerCreateData;
+      res: {
+        /**
+         * Link created.
+         */
+        201: ExternalAccountLinkResponseDto;
+        /**
+         * beanAccountId not owned, or an active link already exists.
+         */
+        422: unknown;
+      };
+    };
+    get: {
+      req: ExternalAccountLinkControllerFindAllData;
+      res: {
+        /**
+         * Links retrieved.
+         */
+        200: ExternalAccountLinkListResponseDto;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/external-account-links/{id}': {
+    get: {
+      req: ExternalAccountLinkControllerFindOneData;
+      res: {
+        /**
+         * Link retrieved.
+         */
+        200: ExternalAccountLinkResponseDto;
+        /**
+         * Link not found or not owned by the user.
+         */
+        422: unknown;
+      };
+    };
+    delete: {
+      req: ExternalAccountLinkControllerRemoveData;
+      res: {
+        /**
+         * Link soft-deleted; historical transactions are unaffected.
+         */
+        204: void;
+      };
+    };
+  };
   '/api/v1/{region}/bean/import/parser-telemetry': {
     post: {
       req: TelemetryControllerReportTelemetryData;
@@ -8698,169 +9810,104 @@ export type $OpenApiTs = {
       };
     };
   };
-  '/api/v1/{region}/dashboard/net-worth': {
-    get: {
-      req: DashboardControllerGetNetWorthData;
-      res: {
-        /**
-         * Net worth retrieved successfully
-         */
-        200: NetWorthResponseDto;
-        /**
-         * User not authenticated
-         */
-        401: unknown;
-      };
-    };
-  };
-  '/api/v1/{region}/dashboard/accounts': {
-    get: {
-      req: DashboardControllerGetAccountsData;
-      res: {
-        /**
-         * Accounts retrieved successfully. Response type depends on groupBy parameter.
-         */
-        200:
-          | AccountsResponseDto
-          | AssetClassAccountsResponseDto
-          | HoldingAssetClassCrossAccountResponseDto;
-        /**
-         * User not authenticated
-         */
-        401: unknown;
-      };
-    };
-  };
-  '/api/v1/{region}/dashboard/cash-flow': {
-    get: {
-      req: DashboardControllerGetCashFlowData;
-      res: {
-        /**
-         * Cash flow retrieved successfully
-         */
-        200: CashFlowResponseDto;
-        /**
-         * Invalid period format
-         */
-        400: unknown;
-        /**
-         * User not authenticated
-         */
-        401: unknown;
-      };
-    };
-  };
-  '/api/v1/{region}/investment/holdings/pnl': {
+  '/api/v1/bean/platforms': {
     get: {
-      req: HoldingPnlControllerGetHoldingPnlData;
       res: {
         /**
-         * Holding P&L retrieved successfully
-         */
-        200: HoldingPnlResponseDto;
-        /**
-         * Invalid asOf format/value/future date, invalid accountId format, or unsupported method
-         */
-        400: unknown;
-        /**
-         * User not authenticated
+         * List of platforms with binding and account counts
          */
-        401: unknown;
+        200: unknown;
       };
     };
-  };
-  '/api/v1/{region}/bean/prices': {
     post: {
-      req: PriceControllerCreateData;
+      req: PlatformControllerCreateData;
       res: {
         /**
-         * Price created successfully
-         */
-        201: PriceResponseDto;
-        /**
-         * Currency or quoteCurrency commodity not found
+         * Platform created successfully
          */
-        404: unknown;
+        201: unknown;
         /**
-         * Price already exists for this currency pair and date
+         * Platform already exists
          */
         409: unknown;
       };
     };
+  };
+  '/api/v1/bean/platforms/list': {
     get: {
-      req: PriceControllerFindAllData;
       res: {
         /**
-         * Prices retrieved successfully
+         * List of platforms with user binding status
          */
-        200: PriceListResponseDto;
+        200: Array<PlatformListItemDto>;
       };
     };
   };
-  '/api/v1/{region}/bean/prices/{id}': {
+  '/api/v1/bean/platforms/match': {
     get: {
-      req: PriceControllerFindOneData;
+      req: PlatformControllerMatchPlatformsData;
       res: {
         /**
-         * Price retrieved successfully
-         */
-        200: PriceResponseDto;
-        /**
-         * Price not found
+         * Matching platforms with overall match type and truncation flag
          */
-        404: unknown;
+        200: PlatformMatchResponseDto;
       };
     };
+  };
+  '/api/v1/bean/platforms/{id}': {
     put: {
-      req: PriceControllerUpdateData;
+      req: PlatformControllerUpdateData;
       res: {
         /**
-         * Price updated successfully
+         * Platform updated successfully
          */
-        200: PriceResponseDto;
+        200: unknown;
         /**
-         * Price not found
+         * Platform not found
          */
         404: unknown;
-        /**
-         * Updated price conflicts with existing price
-         */
-        409: unknown;
       };
     };
     delete: {
-      req: PriceControllerDeleteData;
+      req: PlatformControllerDeleteData;
       res: {
         /**
-         * Price deleted successfully
+         * Platform deleted successfully
          */
         204: void;
         /**
-         * Price not found
+         * Platform not found
          */
         404: unknown;
       };
     };
   };
-  '/api/v1/{region}/bean/prices/bulk': {
-    post: {
-      req: PriceControllerBulkCreateData;
+  '/api/v1/{region}/dashboard/net-worth': {
+    get: {
+      req: DashboardControllerGetNetWorthData;
       res: {
         /**
-         * Prices created successfully
+         * Net worth retrieved successfully
          */
-        201: Array<PriceResponseDto>;
+        200: NetWorthResponseDto;
+        /**
+         * User not authenticated
+         */
+        401: unknown;
       };
     };
   };
-  '/api/v1/{region}/reporting/portfolio/trends': {
+  '/api/v1/{region}/dashboard/accounts': {
     get: {
-      req: ReportingControllerGetPortfolioTrendsData;
+      req: DashboardControllerGetAccountsData;
       res: {
         /**
-         * Trends retrieved successfully
+         * Accounts retrieved successfully. Response type depends on groupBy parameter.
          */
-        200: PortfolioTrendsResponseDto;
+        200:
+          | AccountsResponseDto
+          | AssetClassAccountsResponseDto
+          | HoldingAssetClassCrossAccountResponseDto;
         /**
          * User not authenticated
          */
@@ -8868,14 +9915,18 @@ export type $OpenApiTs = {
       };
     };
   };
-  '/api/v1/{region}/reporting/cash-flow/trends': {
+  '/api/v1/{region}/dashboard/cash-flow': {
     get: {
-      req: ReportingControllerGetCashFlowTrendsData;
+      req: DashboardControllerGetCashFlowData;
       res: {
         /**
-         * Cash-flow trends retrieved successfully
+         * Cash flow retrieved successfully
          */
-        200: CashFlowTrendsResponseDto;
+        200: CashFlowResponseDto;
+        /**
+         * Invalid period format
+         */
+        400: unknown;
         /**
          * User not authenticated
          */
@@ -8883,16 +9934,16 @@ export type $OpenApiTs = {
       };
     };
   };
-  '/api/v1/{region}/reporting/snapshots/generate': {
-    post: {
-      req: ReportingControllerGenerateSnapshotData;
+  '/api/v1/{region}/dashboard/expenses': {
+    get: {
+      req: DashboardControllerGetExpensesData;
       res: {
         /**
-         * Snapshot generated successfully
+         * Expenses retrieved successfully
          */
-        200: GenerateSnapshotResponse;
+        200: ExpensesByCategoryResponseDto;
         /**
-         * Invalid date format
+         * Invalid groupBy or period
          */
         400: unknown;
         /**
@@ -8902,26 +9953,22 @@ export type $OpenApiTs = {
       };
     };
   };
-  '/api/v1/{region}/reporting/snapshots/backfill': {
-    post: {
-      req: ReportingControllerBackfillSnapshotsData;
+  '/api/v1/{region}/investment/holdings/pnl': {
+    get: {
+      req: HoldingPnlControllerGetHoldingPnlData;
       res: {
         /**
-         * Backfill completed successfully
+         * Holding P&L retrieved successfully
          */
-        200: BackfillSnapshotsResponse;
+        200: HoldingPnlResponseDto;
         /**
-         * Invalid date format or range
+         * Invalid asOf format/value/future date, invalid accountId format, or unsupported method
          */
         400: unknown;
         /**
          * User not authenticated
          */
         401: unknown;
-        /**
-         * Backfill already in progress for this user
-         */
-        409: unknown;
       };
     };
   };
@@ -8946,7 +9993,7 @@ export type $OpenApiTs = {
         /**
          * Login successful
          */
-        200: unknown;
+        200: AnonymousLoginResponseDto;
         /**
          * Invalid access token
          */
@@ -9093,4 +10140,30 @@ export type $OpenApiTs = {
       };
     };
   };
+  '/api/v1/market/symbols/search': {
+    get: {
+      req: SymbolControllerSearchData;
+      res: {
+        /**
+         * Ranked search results
+         */
+        200: Array<SymbolSearchResultDto>;
+      };
+    };
+  };
+  '/api/v1/market/symbols/{symbol}/quote': {
+    get: {
+      req: SymbolControllerGetQuoteData;
+      res: {
+        /**
+         * Symbol quote
+         */
+        200: SymbolQuoteDto;
+        /**
+         * Symbol not found in the openbb catalog
+         */
+        404: unknown;
+      };
+    };
+  };
 };