@firela/api-types 0.0.0-canary.8c68ebbe → 0.0.0-canary.9256c41b

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;
   };
   /**
@@ -77,10 +69,6 @@ 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)
    */
@@ -121,17 +109,17 @@ 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;
   };
   /**
@@ -178,10 +166,6 @@ export type AccountListResponseDto = {
 };
 
 export type UpdateAccountDto = {
-  /**
-   * Display name to distinguish accounts at the same path
-   */
-  displayName?: string;
   /**
    * Allowed currencies (null = no restriction)
    */
@@ -197,18 +181,14 @@ 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 +217,28 @@ 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 +248,6 @@ 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
    */
@@ -284,10 +282,6 @@ export type AccountStandardListResponseDto = {
 };
 
 export type TemplateMetadataDto = {
-  /**
-   * Whether this path can be extended
-   */
-  extendable: boolean;
   /**
    * Root account type
    */
@@ -848,6 +842,51 @@ 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 +904,10 @@ 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 +1960,108 @@ 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)
@@ -2925,6 +3070,26 @@ export type SignupDto = {
   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
@@ -3119,78 +3284,232 @@ export type UpdateBeanEventDto = {
   };
 };
 
-export type FileImportDto = {
+export type OnboardingAccountDto = {
   /**
-   * Bill file to import (CSV, PDF, OFX, etc.)
+   * Account path (Assets/Liabilities only; format validated by the account service)
    */
-  file: Blob | File;
+  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 ImportErrorDto = {
+export type OnboardingDto = {
   /**
-   * Index of failed transaction in the file
+   * Asset/Liability accounts to register with opening balances
    */
-  index: number;
+  accounts?: Array<OnboardingAccountDto>;
   /**
-   * Error message
+   * Skip asset registration; only bootstrap the core account set
    */
-  error: string;
+  skipAssetRegistration?: boolean;
 };
 
-export type ReviewItemPreviewDto = {
+export type ActualBalanceDto = {
   /**
-   * Index in the import batch (for tracking)
+   * Actual balance amount as a decimal string (preserves precision for tolerance inference).
    */
-  index: number;
+  amount: string;
   /**
-   * Transaction date (ISO format)
+   * Currency code (ISO 4217 or commodity ticker).
    */
-  date: string;
+  ccy: string;
+};
+
+export type ComputeReconciliationDto = {
   /**
-   * Transaction amount (absolute value)
+   * BeanAccount id to reconcile.
    */
-  amount?: number;
+  accountId: string;
   /**
-   * Currency code
+   * Assertion date (ISO 8601, e.g. "2026-07-24").
    */
-  currency?: string;
+  asOfDate: string;
   /**
-   * Transaction narration/description
+   * Actual balance from the external statement.
    */
-  narration: string;
+  actualBalance: ActualBalanceDto;
+};
+
+export type ReconciliationComputeResultDto = {
+  accountId: string;
+  asOfDate: string;
   /**
-   * Payee name
+   * System-computed book balance (decimal string).
    */
-  payee?: string;
+  bookBalance: string;
   /**
-   * Inferred category from rule matching
+   * User-entered actual balance (decimal string).
    */
-  category?: string;
+  actualBalance: string;
+  currency: string;
   /**
-   * Confidence score for the match (0-1)
+   * Diff = book − actual (decimal string).
    */
-  confidence?: number;
+  diff: string;
   /**
-   * Type of branch requiring review
+   * Applied tolerance (decimal string).
    */
-  branchType?:
-    | 'DUPLICATE'
-    | 'PAYEE_MATCH'
-    | 'RULE_MATCH'
-    | 'ACCOUNT_VALIDATION'
-    | 'PIPELINE_ERROR';
+  tolerance: string;
   /**
-   * Human-readable reasons for requiring review
+   * true when |diff| ≤ tolerance.
    */
-  reasons?: Array<string>;
+  withinTolerance: boolean;
+  /**
+   * Suggested next action: assert when within tolerance, pad otherwise.
+   */
+  suggestedAction: 'assert' | 'pad';
 };
 
 /**
- * Type of branch requiring review
+ * Suggested next action: assert when within tolerance, pad otherwise.
  */
-export type branchType =
-  | 'DUPLICATE'
-  | 'PAYEE_MATCH'
+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.)
+   */
+  file: Blob | File;
+};
+
+export type ImportErrorDto = {
+  /**
+   * Index of failed transaction in the file
+   */
+  index: number;
+  /**
+   * Error message
+   */
+  error: string;
+};
+
+export type ReviewItemPreviewDto = {
+  /**
+   * Index in the import batch (for tracking)
+   */
+  index: number;
+  /**
+   * Transaction date (ISO format)
+   */
+  date: string;
+  /**
+   * Transaction amount (absolute value)
+   */
+  amount?: number;
+  /**
+   * Currency code
+   */
+  currency?: string;
+  /**
+   * Transaction narration/description
+   */
+  narration: string;
+  /**
+   * Payee name
+   */
+  payee?: string;
+  /**
+   * Inferred category from rule matching
+   */
+  category?: string;
+  /**
+   * Confidence score for the match (0-1)
+   */
+  confidence?: number;
+  /**
+   * Type of branch requiring review
+   */
+  branchType?:
+    | 'DUPLICATE'
+    | 'PAYEE_MATCH'
+    | 'RULE_MATCH'
+    | 'ACCOUNT_VALIDATION'
+    | 'PIPELINE_ERROR';
+  /**
+   * Human-readable reasons for requiring review
+   */
+  reasons?: Array<string>;
+};
+
+/**
+ * Type of branch requiring review
+ */
+export type branchType =
+  | 'DUPLICATE'
+  | 'PAYEE_MATCH'
   | 'RULE_MATCH'
   | 'ACCOUNT_VALIDATION'
   | 'PIPELINE_ERROR';
@@ -3417,94 +3736,6 @@ export type UpdateImporterConfigDto = {
   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;
-  /**
-   * 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;
-};
-
 export type ProviderSyncConfigDto = {
   /**
    * Source account for the first posting
@@ -3526,6 +3757,10 @@ 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 +3816,61 @@ 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;
@@ -4160,28 +4450,214 @@ export type liabilitySubType = 'borrow' | 'repay';
  */
 export type equitySubType = 'opening' | 'adjustment';
 
-export type BalanceByCurrencyDto = {
-  /**
-   * ISO 4217 currency code
-   */
-  currency: string;
+export type PlatformListItemDto = {
   /**
-   * Balance amount
+   * Global platform ID
    */
-  balance: string;
-};
-
-export type NetWorthByCurrencyDto = {
+  id: string;
   /**
-   * Net worth by currency
+   * Platform name
    */
-  netWorth: Array<BalanceByCurrencyDto>;
+  name: string;
   /**
-   * Assets by currency
+   * Platform URL
    */
-  assets: Array<BalanceByCurrencyDto>;
+  url: string;
   /**
-   * Liabilities by currency
+   * 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)
+   */
+  total: number;
+  /**
+   * true when total > platforms.length (more matches exist)
+   */
+  hasMore: boolean;
+};
+
+/**
+ * Overall match quality — top row's tier, or 'none' when no hits
+ */
+export type matchType2 = 'none' | 'exact' | 'prefix' | 'substring';
+
+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;
+};
+
+export type UpdatePlatformDto = {
+  /**
+   * 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;
+};
+
+export type NetWorthByCurrencyDto = {
+  /**
+   * Net worth by currency
+   */
+  netWorth: Array<BalanceByCurrencyDto>;
+  /**
+   * Assets by currency
+   */
+  assets: Array<BalanceByCurrencyDto>;
+  /**
+   * Liabilities by currency
    */
   liabilities: Array<BalanceByCurrencyDto>;
 };
@@ -4211,21 +4687,6 @@ 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 +4751,10 @@ export type AccountItemDto = {
    * Currency code
    */
   currency: string;
+  /**
+   * FX-converted balance in base currency; omitted when not convertible
+   */
+  convertedBalance?: string;
 };
 
 export type PlatformGroupDto = {
@@ -4306,9 +4771,40 @@ 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 +4816,14 @@ 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 +4858,10 @@ export type AccountItemWithAssetClassDto = {
    * Currency code
    */
   currency: string;
+  /**
+   * FX-converted balance in base currency; omitted when not convertible
+   */
+  convertedBalance?: string;
   /**
    * Asset class
    */
@@ -4435,25 +4943,6 @@ export type assetClass =
   | '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
@@ -4619,28 +5108,85 @@ export type CashFlowResponseDto = {
   warnings?: Array<ExchangeRateWarningDto>;
 };
 
-export type MonetaryDto = {
+export type CategoryGroupDto = {
   /**
-   * Amount (Decimal string)
+   * Functional category (account-path Group segment); regional and universal account paths merge under it
    */
-  amount: string;
+  category: string;
   /**
-   * ISO 4217 currency
+   * Converted total for this category in base currency (expense amount when flow=expense, income amount when flow=income)
    */
-  currency: string;
+  totalExpense: string;
   /**
-   * Converted to user base currency (Decimal string)
+   * Share of grand total (0-100); 0 when grand total is 0
    */
-  baseCcyEquivalent?: {
-    [key: string]: unknown;
-  } | null;
-};
-
-export type CurrentPriceDto = {
+  sharePct: number;
   /**
-   * Price amount (Decimal string)
+   * Raw (unconverted) expense per currency
    */
-  amount: string;
+  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 for converted values
+   */
+  baseCurrency: string;
+  /**
+   * Expense groups by functional category, sorted by converted total desc
+   */
+  groups: Array<CategoryGroupDto>;
+  /**
+   * Summary statistics
+   */
+  summary: ExpensesByCategorySummaryDto;
+  /**
+   * Exchange rate warnings (e.g. missing rate for a currency)
+   */
+  warnings?: Array<ExchangeRateWarningDto>;
+};
+
+export type MonetaryDto = {
+  /**
+   * Amount (Decimal string)
+   */
+  amount: string;
+  /**
+   * ISO 4217 currency
+   */
+  currency: string;
+  /**
+   * Converted to user base currency (Decimal string)
+   */
+  baseCcyEquivalent?: {
+    [key: string]: unknown;
+  } | null;
+};
+
+export type CurrentPriceDto = {
+  /**
+   * Price amount (Decimal string)
+   */
+  amount: string;
   /**
    * Price currency (ISO 4217)
    */
@@ -4814,108 +5360,6 @@ 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;
-  /**
-   * 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 CurrencyBalanceDto = {
   /**
    * ISO 4217 currency code
@@ -4942,6 +5386,14 @@ export type TimeSeriesPointDto = {
   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
    */
@@ -5009,6 +5461,71 @@ export type PortfolioTrendsResponseDto = {
   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;
@@ -5024,6 +5541,13 @@ export type AnonymousLoginDto = {
   accessToken: string;
 };
 
+export type AnonymousLoginResponseDto = {
+  /**
+   * JWT auth token
+   */
+  authToken: string;
+};
+
 export type AccountControllerCreateData = {
   /**
    * Region code for tenant context
@@ -5052,7 +5576,7 @@ export type AccountControllerFindAllData = {
    */
   region: 'cn' | 'us' | 'de' | 'gb';
   /**
-   * Search term for path or i18nKey
+   * Search term for account path
    */
   search?: string;
   /**
@@ -5135,6 +5659,21 @@ 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)
@@ -5195,6 +5734,10 @@ 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
    */
@@ -5319,7 +5862,7 @@ export type TransactionControllerDeleteResponse = void;
 
 export type BalanceControllerGetBalanceData = {
   /**
-   * Account name (e.g., "Assets:Bank:Checking")
+   * Account name (e.g., "Assets:Checking")
    */
   account: string;
   /**
@@ -5721,46 +6264,143 @@ export type CommodityControllerBulkCreateData = {
 
 export type CommodityControllerBulkCreateResponse = Array<CommodityResponseDto>;
 
-export type RecurringRuleControllerCreateData = {
+export type PriceControllerCreateData = {
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
-  requestBody: CreateRecurringRuleDto;
+  requestBody: CreateBeanPriceDto;
 };
 
-export type RecurringRuleControllerCreateResponse = RecurringRuleResponseDto;
+export type PriceControllerCreateResponse = PriceResponseDto;
 
-export type RecurringRuleControllerFindAllData = {
+export type PriceControllerFindAllData = {
   /**
-   * Filter by frequency (WEEKLY, MONTHLY, etc.)
+   * Filter by currency (e.g., BTC, AAPL, USD)
    */
-  frequency?: string;
+  currency?: string;
   /**
-   * Filter by autoCreate enabled
+   * Filter prices from this date (ISO 8601 format)
    */
-  hasAutoCreate?: boolean;
+  dateFrom?: string;
   /**
-   * Filter by active status
+   * Filter prices to this date (ISO 8601 format)
    */
-  isActive?: boolean;
+  dateTo?: string;
   /**
-   * Region code for tenant context
+   * Number of items per page (default: 20, max: 100)
    */
-  region: 'cn' | 'us' | 'de' | 'gb';
-};
-
-export type RecurringRuleControllerFindAllResponse =
-  Array<RecurringRuleResponseDto>;
-
-export type RecurringRuleControllerCreateFromTransactionData = {
+  limit?: number;
   /**
-   * Region code for tenant context
+   * Page number for pagination (default: 1)
    */
-  region: 'cn' | 'us' | 'de' | 'gb';
-  requestBody: CreateRuleFromTransactionDto;
+  page?: number;
   /**
-   * Source transaction ID
+   * 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
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: CreateRecurringRuleDto;
+};
+
+export type RecurringRuleControllerCreateResponse = RecurringRuleResponseDto;
+
+export type RecurringRuleControllerFindAllData = {
+  /**
+   * Filter by frequency (WEEKLY, MONTHLY, etc.)
+   */
+  frequency?: string;
+  /**
+   * Filter by autoCreate enabled
+   */
+  hasAutoCreate?: boolean;
+  /**
+   * Filter by active status
+   */
+  isActive?: boolean;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type RecurringRuleControllerFindAllResponse =
+  Array<RecurringRuleResponseDto>;
+
+export type RecurringRuleControllerCreateFromTransactionData = {
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: CreateRuleFromTransactionDto;
+  /**
+   * Source transaction ID
    */
   transactionId: string;
 };
@@ -6115,7 +6755,7 @@ export type UserControllerSignupUserData = {
   requestBody: SignupDto;
 };
 
-export type UserControllerSignupUserResponse = unknown;
+export type UserControllerSignupUserResponse = SignupResponseDto;
 
 export type UserControllerDeleteUserData = {
   /**
@@ -6269,6 +6909,76 @@ export type EventControllerDeleteData = {
 
 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 OnboardingControllerBootstrapData = {
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: OnboardingDto;
+};
+
+export type OnboardingControllerBootstrapResponse = unknown;
+
+export type ReconciliationControllerComputeData = {
+  /**
+   * Region code for tenant context (decorative for reconciliation)
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: ComputeReconciliationDto;
+};
+
+export type ReconciliationControllerComputeResponse =
+  ReconciliationComputeResultDto;
+
+export type ReconciliationControllerAssertData = {
+  /**
+   * Region code for tenant context (decorative for reconciliation)
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: AssertReconciliationDto;
+};
+
+export type ReconciliationControllerAssertResponse = ReconciliationRecordDto;
+
+export type ReconciliationControllerPadData = {
+  /**
+   * Region code for tenant context (decorative for reconciliation)
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: PadReconciliationDto;
+};
+
+export type ReconciliationControllerPadResponse = PadResultDto;
+
+export type ReconciliationControllerHistoryData = {
+  /**
+   * BeanAccount id
+   */
+  accountId: string;
+  /**
+   * Region code for tenant context (decorative for reconciliation)
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type ReconciliationControllerHistoryResponse =
+  Array<ReconciliationRecordDto>;
+
 export type ExportControllerExportBeancountResponse = unknown;
 
 export type FileImportControllerImportFileData = {
@@ -6361,48 +7071,6 @@ 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
@@ -6448,6 +7116,49 @@ 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
@@ -6520,181 +7231,167 @@ export type NlpControllerGetSessionData = {
 
 export type NlpControllerGetSessionResponse = unknown;
 
-export type DashboardControllerGetNetWorthData = {
+export type PlatformControllerFindAllResponse = unknown;
+
+export type PlatformControllerCreateData = {
+  requestBody: CreatePlatformDto;
+};
+
+export type PlatformControllerCreateResponse = unknown;
+
+export type PlatformControllerGetPlatformListResponse =
+  Array<PlatformListItemDto>;
+
+export type PlatformControllerMatchPlatformsData = {
   /**
-   * Date for balance calculation (ISO 8601 format)
+   * Search query — Chinese name, English name, or abbreviation
    */
-  date?: string;
+  q: string;
   /**
-   * Region code for tenant context
+   * Region code for category override lookup
    */
-  region: 'cn' | 'us' | 'de' | 'gb';
+  region?: string;
 };
 
-export type DashboardControllerGetNetWorthResponse = NetWorthResponseDto;
+export type PlatformControllerMatchPlatformsResponse = PlatformMatchResponseDto;
 
-export type DashboardControllerGetAccountsData = {
+export type PlatformControllerUpdateData = {
   /**
-   * Scope to a single account (only valid with groupBy=holdingAssetClass, ADR-0105 §6)
+   * Platform ID
    */
-  accountId?: string;
+  id: string;
+  requestBody: UpdatePlatformDto;
+};
+
+export type PlatformControllerUpdateResponse = unknown;
+
+export type PlatformControllerDeleteData = {
   /**
-   * Date for balance calculation (ISO 8601 format)
+   * Platform ID
    */
-  date?: string;
-  /**
-   * Grouping strategy
-   */
-  groupBy?:
-    | 'platform'
-    | 'assetClass'
-    | 'holdingAssetClass'
-    | 'holdingAssetClassByAccount';
-  /**
-   * Region code for tenant context
-   */
-  region: 'cn' | 'us' | 'de' | 'gb';
+  id: string;
 };
 
-export type DashboardControllerGetAccountsResponse =
-  | AccountsResponseDto
-  | AssetClassAccountsResponseDto
-  | HoldingAssetClassCrossAccountResponseDto;
+export type PlatformControllerDeleteResponse = void;
 
-export type DashboardControllerGetCashFlowData = {
+export type DashboardControllerGetNetWorthData = {
   /**
-   * Period in YYYY-MM format
+   * Date for balance calculation (ISO 8601 format)
    */
-  period: string;
+  date?: string;
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type DashboardControllerGetCashFlowResponse = CashFlowResponseDto;
+export type DashboardControllerGetNetWorthResponse = NetWorthResponseDto;
 
-export type HoldingPnlControllerGetHoldingPnlData = {
+export type DashboardControllerGetAccountsData = {
   /**
-   * Scope to a single account
+   * Scope to a single account (only valid with groupBy=holdingAssetClass, ADR-0105 §6)
    */
   accountId?: string;
   /**
-   * As-of date (ISO 8601), defaults to today
+   * Date for balance calculation (ISO 8601 format)
    */
-  asOf?: string;
+  date?: string;
   /**
-   * Realized-P&L lot-matching method (default average). Does not affect the average-cost unrealized basis.
+   * Grouping strategy
    */
-  method?: 'FIFO' | 'average';
+  groupBy?:
+    | 'platform'
+    | 'assetClass'
+    | 'holdingAssetClass'
+    | 'holdingAssetClassByAccount';
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type HoldingPnlControllerGetHoldingPnlResponse = HoldingPnlResponseDto;
+export type DashboardControllerGetAccountsResponse =
+  | AccountsResponseDto
+  | AssetClassAccountsResponseDto
+  | HoldingAssetClassCrossAccountResponseDto;
 
-export type PriceControllerCreateData = {
+export type DashboardControllerGetCashFlowData = {
+  /**
+   * Period in YYYY-MM format
+   */
+  period: string;
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
-  requestBody: CreateBeanPriceDto;
 };
 
-export type PriceControllerCreateResponse = PriceResponseDto;
+export type DashboardControllerGetCashFlowResponse = CashFlowResponseDto;
 
-export type PriceControllerFindAllData = {
-  /**
-   * Filter by currency (e.g., BTC, AAPL, USD)
-   */
-  currency?: string;
-  /**
-   * Filter prices from this date (ISO 8601 format)
-   */
-  dateFrom?: string;
+export type DashboardControllerGetExpensesData = {
   /**
-   * Filter prices to this date (ISO 8601 format)
-   */
-  dateTo?: string;
-  /**
-   * Number of items per page (default: 20, max: 100)
+   * Account root to aggregate (expense → ^Expenses:, income → ^Income:)
    */
-  limit?: number;
+  flow?: 'expense' | 'income';
   /**
-   * Page number for pagination (default: 1)
+   * Grouping strategy
    */
-  page?: number;
+  groupBy?: 'category';
   /**
-   * Filter by quote currency (pricing currency, e.g., USD, CNY)
+   * Time window (1m = current calendar month)
    */
-  quoteCurrency?: string;
+  period?: '1m' | '3m' | '6m' | '1y';
   /**
    * 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 DashboardControllerGetExpensesResponse =
+  ExpensesByCategoryResponseDto;
 
-export type PriceControllerFindOneData = {
+export type HoldingPnlControllerGetHoldingPnlData = {
   /**
-   * Price ID
+   * Scope to a single account
    */
-  id: string;
+  accountId?: string;
   /**
-   * Region code for tenant context
+   * As-of date (ISO 8601), defaults to today
    */
-  region: 'cn' | 'us' | 'de' | 'gb';
-};
-
-export type PriceControllerFindOneResponse = PriceResponseDto;
-
-export type PriceControllerUpdateData = {
+  asOf?: string;
   /**
-   * Price ID
+   * Realized-P&L lot-matching method (default average). Does not affect the average-cost unrealized basis.
    */
-  id: string;
+  method?: 'FIFO' | 'average';
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
-  requestBody: UpdateBeanPriceDto;
 };
 
-export type PriceControllerUpdateResponse = PriceResponseDto;
+export type HoldingPnlControllerGetHoldingPnlResponse = HoldingPnlResponseDto;
 
-export type PriceControllerDeleteData = {
+export type ReportingControllerGetPortfolioTrendsData = {
   /**
-   * Price ID
+   * Data granularity
    */
-  id: string;
+  granularity?: 'day' | 'week' | 'month';
   /**
-   * Region code for tenant context
+   * Time period
    */
-  region: 'cn' | 'us' | 'de' | 'gb';
-};
-
-export type PriceControllerDeleteResponse = void;
-
-export type PriceControllerBulkCreateData = {
+  period?: '1m' | '3m' | '6m' | '1y';
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
-  requestBody: Array<string>;
 };
 
-export type PriceControllerBulkCreateResponse = Array<PriceResponseDto>;
+export type ReportingControllerGetPortfolioTrendsResponse =
+  PortfolioTrendsResponseDto;
 
-export type ReportingControllerGetPortfolioTrendsData = {
+export type ReportingControllerGetCashFlowTrendsData = {
   /**
-   * Data granularity
+   * Data granularity (accepted for API symmetry; v1 returns month buckets)
    */
   granularity?: 'day' | 'week' | 'month';
   /**
@@ -6707,8 +7404,8 @@ export type ReportingControllerGetPortfolioTrendsData = {
   region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type ReportingControllerGetPortfolioTrendsResponse =
-  PortfolioTrendsResponseDto;
+export type ReportingControllerGetCashFlowTrendsResponse =
+  CashFlowTrendsResponseDto;
 
 export type ReportingControllerGenerateSnapshotData = {
   /**
@@ -6741,7 +7438,7 @@ export type AuthControllerAccessTokenLoginData = {
   requestBody: AnonymousLoginDto;
 };
 
-export type AuthControllerAccessTokenLoginResponse = unknown;
+export type AuthControllerAccessTokenLoginResponse = AnonymousLoginResponseDto;
 
 export type CacheControllerFlushCacheResponse = unknown;
 
@@ -6889,6 +7586,25 @@ 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;
@@ -7497,6 +8213,90 @@ 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;
@@ -7984,7 +8784,7 @@ export type $OpenApiTs = {
         /**
          * User created successfully
          */
-        201: unknown;
+        201: SignupResponseDto;
         /**
          * Invalid Turnstile token (when Turnstile is enabled)
          */
@@ -8218,36 +9018,134 @@ export type $OpenApiTs = {
       };
     };
   };
-  '/api/v1/{region}/bean/export/beancount': {
+  '/api/v1/{region}/bean/events/{id}/slice': {
     get: {
+      req: EventControllerGetSliceData;
       res: {
+        /**
+         * Time-series sliced by the life event range
+         */
         200: unknown;
+        /**
+         * accountPattern query param is empty
+         */
+        400: unknown;
+        /**
+         * Life event not found
+         */
+        404: unknown;
       };
     };
   };
-  '/api/v1/{region}/bean/import/file': {
+  '/api/v1/{region}/bean/onboarding': {
     post: {
-      req: FileImportControllerImportFileData;
+      req: OnboardingControllerBootstrapData;
       res: {
         /**
-         * File imported successfully
+         * Onboarding bootstrap result.
          */
-        200: ImportResultDto;
+        201: unknown;
         /**
-         * Bad request - file-format-unsupported or file-import-failed
+         * Invalid region/account path/duplicate paths.
          */
-        400: {
-          type?: string;
-          title?: string;
-          status?: number;
-          detail?: string;
-          filename?: string;
-          fileSize?: number;
-        };
+        422: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/reconciliations': {
+    post: {
+      req: ReconciliationControllerComputeData;
+      res: {
         /**
-         * Payload too large - file exceeds 50MB limit
+         * Reconciliation preview
          */
-        413: {
+        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: {
+        200: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/import/file': {
+    post: {
+      req: FileImportControllerImportFileData;
+      res: {
+        /**
+         * File imported successfully
+         */
+        200: ImportResultDto;
+        /**
+         * Bad request - file-format-unsupported or file-import-failed
+         */
+        400: {
+          type?: string;
+          title?: string;
+          status?: number;
+          detail?: string;
+          filename?: string;
+          fileSize?: number;
+        };
+        /**
+         * Payload too large - file exceeds 50MB limit
+         */
+        413: {
           type?: string;
           title?: string;
           status?: number;
@@ -8368,128 +9266,104 @@ export type $OpenApiTs = {
       };
     };
   };
-  '/api/v1/bean/platforms': {
-    get: {
+  '/api/v1/{region}/bean/import/provider/{providerName}/sync': {
+    post: {
+      req: ProviderSyncControllerSyncData;
       res: {
         /**
-         * List of platforms with binding and account counts
+         * Sync completed successfully
          */
-        200: unknown;
-      };
-    };
-    post: {
-      req: PlatformControllerCreateData;
-      res: {
+        200: ProviderSyncResponseDto;
         /**
-         * Platform created successfully
+         * Invalid request data
          */
-        201: unknown;
+        400: unknown;
         /**
-         * Platform already exists
+         * Missing or invalid authentication
          */
-        409: unknown;
-      };
-    };
-  };
-  '/api/v1/bean/platforms/list': {
-    get: {
-      res: {
+        401: unknown;
         /**
-         * List of platforms with user binding status
+         * Provider not supported
          */
-        200: unknown;
+        404: unknown;
       };
     };
   };
-  '/api/v1/bean/platforms/match': {
+  '/api/v1/{region}/bean/import/provider/supported': {
     get: {
-      req: PlatformControllerMatchPlatformsData;
+      req: ProviderSyncControllerGetSupportedProvidersData;
       res: {
         /**
-         * List of matching platforms with suggested segment names
+         * List of supported providers
          */
-        200: unknown;
+        200: SupportedProvidersResponseDto;
+        /**
+         * Missing or invalid authentication
+         */
+        401: unknown;
       };
     };
   };
-  '/api/v1/bean/platforms/{id}': {
-    put: {
-      req: PlatformControllerUpdateData;
+  '/api/v1/{region}/bean/import/provider/{providerName}/supported': {
+    get: {
+      req: ProviderSyncControllerIsProviderSupportedData;
       res: {
         /**
-         * Platform updated successfully
+         * Provider support status
          */
         200: unknown;
         /**
-         * Platform not found
+         * Missing or invalid authentication
          */
-        404: unknown;
+        401: unknown;
       };
     };
-    delete: {
-      req: PlatformControllerDeleteData;
+  };
+  '/api/v1/{region}/bean/external-account-links': {
+    post: {
+      req: ExternalAccountLinkControllerCreateData;
       res: {
         /**
-         * Platform deleted successfully
+         * Link created.
          */
-        204: void;
+        201: ExternalAccountLinkResponseDto;
         /**
-         * Platform not found
+         * beanAccountId not owned, or an active link already exists.
          */
-        404: unknown;
+        422: unknown;
       };
     };
-  };
-  '/api/v1/{region}/bean/import/provider/{providerName}/sync': {
-    post: {
-      req: ProviderSyncControllerSyncData;
+    get: {
+      req: ExternalAccountLinkControllerFindAllData;
       res: {
         /**
-         * Sync completed successfully
-         */
-        200: ProviderSyncResponseDto;
-        /**
-         * Invalid request data
+         * Links retrieved.
          */
-        400: unknown;
-        /**
-         * Missing or invalid authentication
-         */
-        401: unknown;
-        /**
-         * Provider not supported
-         */
-        404: unknown;
+        200: ExternalAccountLinkListResponseDto;
       };
     };
   };
-  '/api/v1/{region}/bean/import/provider/supported': {
+  '/api/v1/{region}/bean/external-account-links/{id}': {
     get: {
-      req: ProviderSyncControllerGetSupportedProvidersData;
+      req: ExternalAccountLinkControllerFindOneData;
       res: {
         /**
-         * List of supported providers
+         * Link retrieved.
          */
-        200: SupportedProvidersResponseDto;
+        200: ExternalAccountLinkResponseDto;
         /**
-         * Missing or invalid authentication
+         * Link not found or not owned by the user.
          */
-        401: unknown;
+        422: unknown;
       };
     };
-  };
-  '/api/v1/{region}/bean/import/provider/{providerName}/supported': {
-    get: {
-      req: ProviderSyncControllerIsProviderSupportedData;
+    delete: {
+      req: ExternalAccountLinkControllerRemoveData;
       res: {
         /**
-         * Provider support status
-         */
-        200: unknown;
-        /**
-         * Missing or invalid authentication
+         * Link soft-deleted; historical transactions are unaffected.
          */
-        401: unknown;
+        204: void;
       };
     };
   };
@@ -8581,6 +9455,78 @@ export type $OpenApiTs = {
       };
     };
   };
+  '/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: Array<PlatformListItemDto>;
+      };
+    };
+  };
+  '/api/v1/bean/platforms/match': {
+    get: {
+      req: PlatformControllerMatchPlatformsData;
+      res: {
+        /**
+         * Matching platforms with overall match type and truncation flag
+         */
+        200: PlatformMatchResponseDto;
+      };
+    };
+  };
+  '/api/v1/bean/platforms/{id}': {
+    put: {
+      req: PlatformControllerUpdateData;
+      res: {
+        /**
+         * Platform updated successfully
+         */
+        200: unknown;
+        /**
+         * Platform not found
+         */
+        404: unknown;
+      };
+    };
+    delete: {
+      req: PlatformControllerDeleteData;
+      res: {
+        /**
+         * Platform deleted successfully
+         */
+        204: void;
+        /**
+         * Platform not found
+         */
+        404: unknown;
+      };
+    };
+  };
   '/api/v1/{region}/dashboard/net-worth': {
     get: {
       req: DashboardControllerGetNetWorthData;
@@ -8633,16 +9579,16 @@ export type $OpenApiTs = {
       };
     };
   };
-  '/api/v1/{region}/investment/holdings/pnl': {
+  '/api/v1/{region}/dashboard/expenses': {
     get: {
-      req: HoldingPnlControllerGetHoldingPnlData;
+      req: DashboardControllerGetExpensesData;
       res: {
         /**
-         * Holding P&L retrieved successfully
+         * Expenses retrieved successfully
          */
-        200: HoldingPnlResponseDto;
+        200: ExpensesByCategoryResponseDto;
         /**
-         * Invalid asOf format/value/future date, invalid accountId format, or unsupported method
+         * Invalid groupBy or period
          */
         400: unknown;
         /**
@@ -8652,98 +9598,48 @@ export type $OpenApiTs = {
       };
     };
   };
-  '/api/v1/{region}/bean/prices': {
-    post: {
-      req: PriceControllerCreateData;
+  '/api/v1/{region}/investment/holdings/pnl': {
+    get: {
+      req: HoldingPnlControllerGetHoldingPnlData;
       res: {
         /**
-         * Price created successfully
-         */
-        201: PriceResponseDto;
-        /**
-         * Currency or quoteCurrency commodity not found
+         * Holding P&L retrieved successfully
          */
-        404: unknown;
+        200: HoldingPnlResponseDto;
         /**
-         * Price already exists for this currency pair and date
+         * Invalid asOf format/value/future date, invalid accountId format, or unsupported method
          */
-        409: unknown;
-      };
-    };
-    get: {
-      req: PriceControllerFindAllData;
-      res: {
+        400: unknown;
         /**
-         * Prices retrieved successfully
+         * User not authenticated
          */
-        200: PriceListResponseDto;
+        401: unknown;
       };
     };
   };
-  '/api/v1/{region}/bean/prices/{id}': {
+  '/api/v1/{region}/reporting/portfolio/trends': {
     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;
+      req: ReportingControllerGetPortfolioTrendsData;
       res: {
         /**
-         * Price deleted successfully
-         */
-        204: void;
-        /**
-         * Price not found
+         * Trends retrieved successfully
          */
-        404: unknown;
-      };
-    };
-  };
-  '/api/v1/{region}/bean/prices/bulk': {
-    post: {
-      req: PriceControllerBulkCreateData;
-      res: {
+        200: PortfolioTrendsResponseDto;
         /**
-         * Prices created successfully
+         * User not authenticated
          */
-        201: Array<PriceResponseDto>;
+        401: unknown;
       };
     };
   };
-  '/api/v1/{region}/reporting/portfolio/trends': {
+  '/api/v1/{region}/reporting/cash-flow/trends': {
     get: {
-      req: ReportingControllerGetPortfolioTrendsData;
+      req: ReportingControllerGetCashFlowTrendsData;
       res: {
         /**
-         * Trends retrieved successfully
+         * Cash-flow trends retrieved successfully
          */
-        200: PortfolioTrendsResponseDto;
+        200: CashFlowTrendsResponseDto;
         /**
          * User not authenticated
          */
@@ -8814,7 +9710,7 @@ export type $OpenApiTs = {
         /**
          * Login successful
          */
-        200: unknown;
+        200: AnonymousLoginResponseDto;
         /**
          * Invalid access token
          */