@firela/api-types 0.0.0-canary.8cbdced0 → 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
@@ -3029,70 +3194,314 @@ export type UpdatePropertyDto = {
   value: string;
 };
 
-export type FileImportDto = {
+export type CreateBeanEventDto = {
   /**
-   * Bill file to import (CSV, PDF, OFX, etc.)
+   * Life event date (ISO 8601)
    */
-  file: Blob | File;
-};
-
-export type ImportErrorDto = {
+  date: string;
   /**
-   * Index of failed transaction in the file
+   * Life event type (e.g., "employer", "location", "marital-status") — user-defined, no enum constraint at engine layer
    */
-  index: number;
+  type: string;
   /**
-   * Error message
+   * Life event description. Empty string is a VALID value (distinct from absence).
    */
-  error: string;
+  description: string;
+  /**
+   * Product-side metadata (lives in BeanEvent.meta JSON, never in engine Event fields)
+   */
+  meta?: {
+    [key: string]: unknown;
+  };
 };
 
-export type ReviewItemPreviewDto = {
+export type EventResponseDto = {
   /**
-   * Index in the import batch (for tracking)
+   * Unique identifier
    */
-  index: number;
+  id: string;
   /**
-   * Transaction date (ISO format)
+   * User ID (owner of the life event)
    */
-  date: string;
+  userId: string;
   /**
-   * Transaction amount (absolute value)
+   * Life event date (ISO 8601 format)
    */
-  amount?: number;
+  date: string;
   /**
-   * Currency code
+   * Life event type (user-defined, e.g., "employer", "location")
    */
-  currency?: string;
+  type: string;
   /**
-   * Transaction narration/description
+   * Life event description. May be an empty string (a valid value distinct from absence).
    */
-  narration: string;
+  description: string;
   /**
-   * Payee name
+   * Product-side metadata (free-form JSON)
    */
-  payee?: string;
+  meta: {
+    [key: string]: unknown;
+  };
   /**
-   * Inferred category from rule matching
+   * Creation timestamp
    */
-  category?: string;
+  createdAt: string;
   /**
-   * Confidence score for the match (0-1)
+   * Last update timestamp. Also emitted as the ETag response header for If-Match optimistic concurrency.
    */
-  confidence?: number;
+  updatedAt: string;
+};
+
+export type EventListResponseDto = {
   /**
-   * Type of branch requiring review
+   * List of life events
    */
-  branchType?:
-    | 'DUPLICATE'
-    | 'PAYEE_MATCH'
-    | 'RULE_MATCH'
-    | 'ACCOUNT_VALIDATION'
-    | 'PIPELINE_ERROR';
+  items: Array<EventResponseDto>;
   /**
-   * Human-readable reasons for requiring review
+   * Total number of life events matching the query
    */
-  reasons?: Array<string>;
+  total: number;
+};
+
+export type UpdateBeanEventDto = {
+  /**
+   * Life event date (ISO 8601)
+   */
+  date?: string;
+  /**
+   * Life event type (user-defined)
+   */
+  type?: string;
+  /**
+   * Life event description. Empty string is a VALID value (distinct from absence).
+   */
+  description?: string;
+  /**
+   * Product-side metadata (free-form JSON)
+   */
+  meta?: {
+    [key: string]: unknown;
+  };
+};
+
+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.)
+   */
+  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>;
 };
 
 /**
@@ -3327,77 +3736,737 @@ export type UpdateImporterConfigDto = {
   data?: UpdateConfigDataDto;
 };
 
-export type CreatePlatformDto = {
+export type ProviderSyncConfigDto = {
   /**
-   * Platform name
+   * Source account for the first posting
    */
-  name: string;
+  sourceAccount: string;
   /**
-   * Platform canonical identifier (lowercase, kebab-case)
+   * Default currency for transactions
    */
-  canonical: string;
+  defaultCurrency: string;
   /**
-   * Platform aliases (multi-language names for lookup)
+   * Default expense account for the second posting
    */
-  aliases: Array<string>;
+  defaultExpenseAccount: string;
   /**
-   * Platform URL
+   * Default income account for the second posting
    */
-  url: string;
+  defaultIncomeAccount: string;
   /**
-   * Platform type
+   * Filter pending transactions
    */
-  type:
-    | 'BANK'
-    | 'BROKERAGE'
-    | 'CRYPTO_EXCHANGE'
-    | 'PAYMENT'
-    | 'INVESTMENT'
-    | 'INSURANCE'
-    | 'OTHER';
+  filterPending?: boolean;
   /**
-   * Platform logo URL
+   * External account ID for per-batch providers (e.g. GoCardless). Overrides sourceAccount when an ExternalAccountLink mapping exists.
    */
-  logoUrl?: string;
+  externalAccountId?: string;
+};
+
+export type ProviderSyncDto = {
   /**
-   * Whether the platform is active
+   * Provider name (already in URL path, optional here for reference)
    */
-  isActive?: boolean;
+  provider?: string;
+  /**
+   * Unique sync identifier for idempotency
+   */
+  syncId?: string;
+  /**
+   * Provider sync configuration
+   */
+  config: ProviderSyncConfigDto;
+  /**
+   * Raw transactions from provider
+   */
+  transactions: unknown[];
 };
 
-/**
- * Platform type
- */
-export type type3 =
-  | 'BANK'
-  | 'BROKERAGE'
-  | 'CRYPTO_EXCHANGE'
-  | 'PAYMENT'
-  | 'INVESTMENT'
-  | 'INSURANCE'
-  | 'OTHER';
-
-export type UpdatePlatformDto = {
+export type ProviderSyncResponseDto = {
   /**
-   * Platform name
+   * Number of transactions successfully imported
    */
-  name?: string;
+  imported: number;
   /**
-   * Platform canonical identifier (lowercase, kebab-case)
+   * Number of transactions skipped (duplicates)
    */
-  canonical?: string;
+  skipped: number;
   /**
-   * Platform aliases (multi-language names for lookup)
+   * Number of transactions pending review
    */
-  aliases?: Array<string>;
+  pendingReview: number;
   /**
-   * Platform URL
+   * Number of transactions that failed to import
    */
-  url?: string;
+  failed: number;
   /**
-   * Platform type
+   * IDs of successfully imported transactions
    */
-  type?:
+  importedTransactionIds?: Array<string>;
+  /**
+   * IDs of review items created for branched transactions
+   */
+  reviewItemIds?: Array<string>;
+};
+
+export type SupportedProvidersResponseDto = {
+  /**
+   * List of supported provider names
+   */
+  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;
+
+export type ProcessNlpDto = {
+  /**
+   * Natural language text describing a transaction (Chinese)
+   */
+  message: string;
+  /**
+   * Session ID for multi-turn conversation (auto-generated if not provided)
+   */
+  sessionId?: string;
+  /**
+   * Parsed data from previous NLP response for session recovery. Send back the parsedData received in confirm_payee/confirm responses.
+   */
+  parsedData?: {
+    [key: string]: unknown;
+  };
+};
+
+export type NlpTransactionInfoDto = {
+  /**
+   * Transaction ID
+   */
+  id: string;
+  /**
+   * Transaction date (ISO format)
+   */
+  date: string;
+  /**
+   * Transaction amount
+   */
+  amount: number;
+  /**
+   * Currency code
+   */
+  currency: string;
+  /**
+   * Payee name
+   */
+  payee?: string;
+  /**
+   * Transaction narration
+   */
+  narration?: string;
+  /**
+   * Warning message for special transaction scenarios (e.g., cross-currency settlement)
+   */
+  warning?: string;
+};
+
+export type NlpParsedDataDto = {
+  /**
+   * Extracted amount
+   */
+  amount?: number;
+  /**
+   * Currency code
+   */
+  currency?: string;
+  /**
+   * Transaction date (ISO format)
+   */
+  date?: string;
+  /**
+   * Payee name
+   */
+  payee?: string;
+  /**
+   * Transaction narration
+   */
+  narration?: string;
+  /**
+   * Category
+   */
+  category?: string;
+  /**
+   * Income type (e.g., Salary, Bonus, Dividend, Interest)
+   */
+  incomeType?: string;
+  /**
+   * Income source (e.g., company name)
+   */
+  incomeSource?: string;
+  /**
+   * Security symbol code (e.g., 600519, AAPL)
+   */
+  symbol?: string;
+  /**
+   * Quantity of shares/units
+   */
+  quantity?: number;
+  /**
+   * Unit price per share/unit
+   */
+  price?: number;
+  /**
+   * Investment action
+   */
+  investmentAction?: 'buy' | 'sell';
+  /**
+   * Payment source: asset (default) or liability (credit card)
+   */
+  paymentSource?: 'asset' | 'liability';
+  /**
+   * Liability account hint (CreditCard/Huabei/Baitiao)
+   */
+  liabilityHint?: string;
+  /**
+   * Warning message for special scenarios (e.g., cross-currency settlement)
+   */
+  warning?: string;
+};
+
+/**
+ * Investment action
+ */
+export type investmentAction = 'buy' | 'sell';
+
+/**
+ * Payment source: asset (default) or liability (credit card)
+ */
+export type paymentSource = 'asset' | 'liability';
+
+export type NlpSourceTransactionDto = {
+  /**
+   * Transaction date (ISO format)
+   */
+  date: string;
+  /**
+   * Amount as string
+   */
+  amount: string;
+  /**
+   * Currency code
+   */
+  currency: string;
+  /**
+   * Payee name
+   */
+  payee?: string;
+  /**
+   * Transaction narration
+   */
+  narration: string;
+};
+
+export type NlpTargetTransactionDto = {
+  /**
+   * Existing transaction ID
+   */
+  id: string;
+  /**
+   * Transaction date (ISO format)
+   */
+  date: string;
+  /**
+   * Amount as string
+   */
+  amount: string;
+  /**
+   * Currency code
+   */
+  currency: string;
+  /**
+   * Payee name
+   */
+  payee?: string;
+  /**
+   * Transaction narration
+   */
+  narration: string;
+};
+
+export type NlpSimilarityDto = {
+  /**
+   * Whether dates match
+   */
+  dateMatch: boolean;
+  /**
+   * Date difference in days
+   */
+  dateDiff: number;
+  /**
+   * Whether amounts match
+   */
+  amountMatch: boolean;
+  /**
+   * Amount difference as decimal string
+   */
+  amountDiff: string;
+  /**
+   * Whether payees match
+   */
+  payeeMatch: boolean;
+  /**
+   * Payee similarity score (0-1)
+   */
+  payeeSimilarity: number;
+  /**
+   * Account overlap score (0-1)
+   */
+  accountOverlap: number;
+};
+
+export type NlpDuplicateConfirmationDataDto = {
+  /**
+   * Duplicate detection confidence score (0.5-0.89)
+   */
+  confidence: number;
+  /**
+   * Source transaction summary (the new transaction being entered)
+   */
+  sourceTransaction: NlpSourceTransactionDto;
+  /**
+   * Target transaction summary (existing potential duplicate)
+   */
+  targetTransaction: NlpTargetTransactionDto;
+  /**
+   * Detailed similarity information
+   */
+  similarity: NlpSimilarityDto;
+  /**
+   * Human-readable reasons for duplicate detection
+   */
+  reasons: Array<string>;
+};
+
+export type NlpRuleConfirmationDataDto = {
+  /**
+   * Rule match confidence score (0.5-0.74)
+   */
+  confidence: number;
+  /**
+   * Matched rule information
+   */
+  matchedRule: {
+    [key: string]: unknown;
+  };
+  /**
+   * Suggested accounts from the rule
+   */
+  suggestedAccounts: {
+    [key: string]: unknown;
+  };
+  /**
+   * Alternative rules that also match
+   */
+  alternatives: unknown[];
+  /**
+   * Human-readable reasons for the match
+   */
+  reasons: Array<string>;
+};
+
+export type NlpAccountConfirmationDataDto = {
+  /**
+   * The invalid account name
+   */
+  invalidAccount: string;
+  /**
+   * Suggested replacement account
+   */
+  suggestedAccount: string;
+  /**
+   * Similar accounts for user selection
+   */
+  similarAccounts: Array<string>;
+  /**
+   * Error message explaining the issue
+   */
+  errorMessage: string;
+  /**
+   * Transaction context for reference
+   */
+  transactionContext: {
+    [key: string]: unknown;
+  };
+};
+
+export type NlpSuggestedPayeeDto = {
+  /**
+   * Payee ID
+   */
+  id: string;
+  /**
+   * Payee name
+   */
+  name: string;
+  /**
+   * Payee category
+   */
+  category?: string;
+  /**
+   * Source of the payee
+   */
+  source?: 'user' | 'global';
+  /**
+   * PayeeProfile ID (if matched from global)
+   */
+  payeeProfileId?: string;
+};
+
+/**
+ * Source of the payee
+ */
+export type source = 'user' | 'global';
+
+export type NlpAlternativePayeeDto = {
+  /**
+   * Payee ID
+   */
+  id: string;
+  /**
+   * Payee name
+   */
+  name: string;
+  /**
+   * Similarity score (0-1)
+   */
+  similarity: number;
+};
+
+export type NlpPayeeConfirmationDataDto = {
+  /**
+   * Confidence score for the payee match (0-1)
+   */
+  confidence: number;
+  /**
+   * Original payee string from user input
+   */
+  originalPayee: string;
+  /**
+   * Suggested payee to use (null when no similar payees found)
+   */
+  suggestedPayee?: NlpSuggestedPayeeDto | null;
+  /**
+   * Similarity score between original and suggested (0-1)
+   */
+  similarity: number;
+  /**
+   * Alternative payee options
+   */
+  alternatives: Array<NlpAlternativePayeeDto>;
+  /**
+   * Human-readable reasons for the match
+   */
+  reasons: Array<string>;
+};
+
+export type RecurringMatchInfoDto = {
+  /**
+   * Expected transaction ID
+   */
+  expectedId: string;
+  /**
+   * Recurring rule ID
+   */
+  ruleId: string;
+  /**
+   * Rule name for display
+   */
+  ruleName: string;
+  /**
+   * Rule icon
+   */
+  ruleIcon?: string;
+  /**
+   * Expected date (YYYY-MM-DD)
+   */
+  expectedDate: string;
+  /**
+   * Expected amount
+   */
+  expectedAmount: number;
+  /**
+   * Match confidence score (0-1)
+   */
+  confidence: number;
+  /**
+   * Whether auto-matched (confidence >= 0.82)
+   */
+  isAutoMatched: boolean;
+};
+
+export type NlpSuggestedAccountDto = {
+  /**
+   * Suggested account path
+   */
+  account: string;
+  /**
+   * Confidence score for this suggestion (0-1)
+   */
+  confidence?: number;
+};
+
+export type NlpSuggestedAccountsDto = {
+  /**
+   * Source account suggestion (where money comes from). For expense: asset/liability account. For income: income account.
+   */
+  source?: NlpSuggestedAccountDto;
+  /**
+   * Destination account suggestion (where money goes to). For expense: expense account. For income: asset/liability account.
+   */
+  destination?: NlpSuggestedAccountDto;
+};
+
+export type NlpDefaultAccountsDto = {
+  /**
+   * Default asset account
+   */
+  asset: string;
+  /**
+   * Default expense account
+   */
+  expense: string;
+  /**
+   * Default income account
+   */
+  income: string;
+  /**
+   * Default liability account
+   */
+  liability: string;
+};
+
+export type NlpResponseDto = {
+  /**
+   * Response status
+   */
+  status: 'success' | 'pending' | 'error';
+  /**
+   * Action taken or requested
+   */
+  action:
+    | '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.
+   */
+  intent?: 'expense' | 'asset' | 'income' | 'liability' | 'equity';
+  /**
+   * Asset sub-type (only present when intent is "asset"). Determines which asset-related form to render.
+   */
+  assetSubType?: 'transfer' | 'banking' | 'investment';
+  /**
+   * Liability sub-type (only present when intent is "liability"). borrow: borrowing money (Liabilities → Assets), repay: repaying debt (Assets → Liabilities).
+   */
+  liabilitySubType?: 'borrow' | 'repay';
+  /**
+   * Equity sub-type (only present when intent is "equity"). opening: account opening balance (Equity → Assets), adjustment: balance correction.
+   */
+  equitySubType?: 'opening' | 'adjustment';
+  /**
+   * Payment source for expense transactions (v6.1). Indicates whether payment comes from asset or liability account. Only present when intent is "expense".
+   */
+  paymentSource?: 'asset' | 'liability';
+  /**
+   * Liability account type hint for credit card/BNPL spending (v6.1). Only present when paymentSource is "liability". Values: CreditCard, Huabei, Baitiao
+   */
+  liabilityHint?: string;
+  /**
+   * Human-readable message (for ask or error actions). Deprecated: Use messageKey for i18n support.
+   * @deprecated
+   */
+  message?: string;
+  /**
+   * i18n message key for frontend translation. Use this instead of message for internationalization support.
+   */
+  messageKey?: string;
+  /**
+   * Parameters for message interpolation. Used with messageKey for dynamic values in translated messages.
+   */
+  messageParams?: {
+    [key: string]: unknown;
+  };
+  /**
+   * 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. Contains recommended source and destination accounts based on the detected intent and rules.
+   */
+  suggestedAccounts?: NlpSuggestedAccountsDto;
+  /**
+   * Default accounts for the user/region. These are fallback accounts used when no specific suggestion is available.
+   */
+  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 PlatformListItemDto = {
+  /**
+   * Global platform ID
+   */
+  id: string;
+  /**
+   * Platform name
+   */
+  name: string;
+  /**
+   * Platform URL
+   */
+  url: string;
+  /**
+   * Platform type
+   */
+  type:
     | 'BANK'
     | 'BROKERAGE'
     | 'CRYPTO_EXCHANGE'
@@ -3406,94 +4475,176 @@ export type UpdatePlatformDto = {
     | 'INSURANCE'
     | 'OTHER';
   /**
-   * Platform logo URL
+   * Canonical identifier in ACCOUNT_RE format (e.g., "icbc")
    */
-  logoUrl?: string;
+  canonical: string;
   /**
-   * Whether the platform is active
+   * Suggested path segment — canonical with first char uppercased (ACC_COMP_NAME_RE)
    */
-  isActive?: boolean;
+  suggestedSegment: string;
+  /**
+   * Logo URL
+   */
+  logoUrl: string | null;
+  /**
+   * Whether user has accounts using this platform
+   */
+  isBound: boolean;
 };
 
-export type ProviderSyncConfigDto = {
+/**
+ * Platform type
+ */
+export type type3 =
+  | 'BANK'
+  | 'BROKERAGE'
+  | 'CRYPTO_EXCHANGE'
+  | 'PAYMENT'
+  | 'INVESTMENT'
+  | 'INSURANCE'
+  | 'OTHER';
+
+export type PlatformMatchResultDto = {
   /**
-   * Source account for the first posting
+   * Global platform ID
    */
-  sourceAccount: string;
+  id: string;
   /**
-   * Default currency for transactions
+   * Platform name (e.g., "ICBC")
    */
-  defaultCurrency: string;
+  name: string;
   /**
-   * Default expense account for the second posting
+   * Canonical identifier in ACCOUNT_RE format (e.g., "icbc")
    */
-  defaultExpenseAccount: string;
+  canonical: string;
   /**
-   * Default income account for the second posting
+   * Platform type
    */
-  defaultIncomeAccount: string;
+  type:
+    | 'BANK'
+    | 'BROKERAGE'
+    | 'CRYPTO_EXCHANGE'
+    | 'PAYMENT'
+    | 'INVESTMENT'
+    | 'INSURANCE'
+    | 'OTHER';
   /**
-   * Filter pending transactions
+   * Suggested path segment — canonical, already in ACCOUNT_RE format
    */
-  filterPending?: boolean;
+  suggestedSegment: string;
+  /**
+   * Logo URL
+   */
+  logoUrl: string | null;
+  /**
+   * How this row matched: 'exact' > 'prefix' > 'substring'
+   */
+  matchType: 'exact' | 'prefix' | 'substring';
 };
 
-export type ProviderSyncDto = {
+/**
+ * How this row matched: 'exact' > 'prefix' > 'substring'
+ */
+export type matchType = 'exact' | 'prefix' | 'substring';
+
+export type PlatformMatchResponseDto = {
   /**
-   * Provider name (already in URL path, optional here for reference)
+   * Ranked matches, best tier first (at most 10 rows)
    */
-  provider?: string;
+  platforms: Array<PlatformMatchResultDto>;
   /**
-   * Unique sync identifier for idempotency
+   * Overall match quality — top row's tier, or 'none' when no hits
    */
-  syncId?: string;
+  matchType: 'none' | 'exact' | 'prefix' | 'substring';
   /**
-   * Provider sync configuration
+   * Total matches before LIMIT (truncation transparency)
    */
-  config: ProviderSyncConfigDto;
+  total: number;
   /**
-   * Raw transactions from provider
+   * true when total > platforms.length (more matches exist)
    */
-  transactions: unknown[];
+  hasMore: boolean;
 };
 
-export type SupportedProvidersResponseDto = {
+/**
+ * Overall match quality — top row's tier, or 'none' when no hits
+ */
+export type matchType2 = 'none' | 'exact' | 'prefix' | 'substring';
+
+export type CreatePlatformDto = {
   /**
-   * List of supported provider names
+   * Platform name
    */
-  providers: Array<string>;
-};
-
-export type ParserTelemetryReportDto = unknown;
-
-export type UncoveredFormatMissDto = unknown;
-
-export type ProcessNlpDto = {
+  name: string;
   /**
-   * Natural language text describing a transaction (Chinese)
+   * Platform canonical identifier (lowercase, kebab-case)
    */
-  message: string;
+  canonical: string;
   /**
-   * Session ID for multi-turn conversation (auto-generated if not provided)
+   * Platform aliases (multi-language names for lookup)
    */
-  sessionId?: string;
+  aliases: Array<string>;
   /**
-   * Parsed data from previous NLP response for session recovery. Send back the parsedData received in confirm_payee/confirm responses.
+   * Platform URL
    */
-  parsedData?: {
-    [key: string]: unknown;
-  };
+  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 BalanceByCurrencyDto = {
+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';
   /**
-   * 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 = {
@@ -3536,21 +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)
@@ -3615,6 +4751,10 @@ export type AccountItemDto = {
    * Currency code
    */
   currency: string;
+  /**
+   * FX-converted balance in base currency; omitted when not convertible
+   */
+  convertedBalance?: string;
 };
 
 export type PlatformGroupDto = {
@@ -3631,9 +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 = {
@@ -3645,6 +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 = {
@@ -3679,6 +4858,10 @@ export type AccountItemWithAssetClassDto = {
    * Currency code
    */
   currency: string;
+  /**
+   * FX-converted balance in base currency; omitted when not convertible
+   */
+  convertedBalance?: string;
   /**
    * Asset class
    */
@@ -3704,7 +4887,7 @@ export type AccountItemWithAssetClassDto = {
 /**
  * ADR-0105 classification provenance (holding level always; account level only on FALLBACK)
  */
-export type source =
+export type source2 =
   | 'USER_META'
   | 'FIAT_CURRENCY'
   | 'OPENBB_MAPPING'
@@ -3760,25 +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
@@ -3944,6 +5108,63 @@ export type CashFlowResponseDto = {
   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 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)
@@ -3983,7 +5204,7 @@ export type CurrentPriceDto = {
 /**
  * Price source
  */
-export type source2 = 'USER_OVERRIDE' | 'OPENBB_EQUITY' | 'OPENBB_CURRENCY';
+export type source3 = 'USER_OVERRIDE' | 'OPENBB_EQUITY' | 'OPENBB_CURRENCY';
 
 export type FxRateDto = {
   from: string;
@@ -4139,185 +5360,160 @@ export type HoldingPnlResponseDto = {
  */
 export type method = 'average' | 'FIFO';
 
-export type CreateBeanPriceDto = {
+export type CurrencyBalanceDto = {
   /**
-   * Currency being priced (e.g., USD, AAPL, BTC)
+   * ISO 4217 currency code
    */
   currency: string;
   /**
-   * Quote currency (pricing currency, e.g., CNY, EUR)
+   * Balance amount
    */
-  quoteCurrency: string;
+  balance: string;
+};
+
+export type TimeSeriesPointDto = {
   /**
-   * Price amount (MUST be >= 0 per Beancount spec, supports up to 15 decimal places). Zero allowed for conversion entries, negative strictly prohibited.
+   * Date in YYYY-MM-DD format
    */
-  amount: number;
+  date: string;
   /**
-   * Price date (ISO 8601 format)
+   * Value at this date (in base currency)
    */
-  date: string;
+  value: string;
   /**
-   * Metadata (validated by Zod schema, max field lengths enforced)
+   * Change from previous point
    */
-  metadata?: {
+  change?: {
     [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)
+   * Total assets at this date (in base currency)
    */
-  currency: string;
+  assets?: string;
   /**
-   * Quote currency (pricing currency, e.g., USD, CNY)
+   * Total liabilities at this date (in base currency)
    */
-  quoteCurrency: string;
+  liabilities?: string;
   /**
-   * Price amount (corresponds to Beancount Amount.number). Supports up to 15 decimal places.
+   * Multi-currency breakdown for this point
    */
-  amount: number;
+  byCurrency?: Array<CurrencyBalanceDto>;
+};
+
+export type TrendSummaryDto = {
   /**
-   * Price date (ISO 8601 format). Represents the date this price was valid.
+   * Value at start of period
    */
-  date: string;
+  startValue: string;
   /**
-   * Metadata (corresponds to Beancount meta field). Contains source, confidence, note, etc.
+   * Value at end of period
    */
-  meta: {
-    [key: string]: unknown;
-  };
+  endValue: string;
   /**
-   * Creation timestamp
+   * Total change over period
    */
-  createdAt: string;
+  totalChange: string;
   /**
-   * Last update timestamp
+   * Total change percentage
    */
-  updatedAt: string;
+  totalChangePercentage: string;
 };
 
-export type PriceListResponseDto = {
+export type MultiCurrencyPointDto = {
   /**
-   * List of prices
+   * Date in YYYY-MM-DD format
    */
-  items: Array<PriceResponseDto>;
+  date: string;
   /**
-   * Total number of prices
+   * Balances by currency
    */
-  total: number;
+  byCurrency: Array<CurrencyBalanceDto>;
 };
 
-export type UpdateBeanPriceDto = {
-  /**
-   * Currency being priced
-   */
-  currency?: string;
+export type PortfolioTrendsResponseDto = {
   /**
-   * Quote currency (pricing currency)
+   * Time series data points
    */
-  quoteCurrency?: string;
+  series: Array<TimeSeriesPointDto>;
   /**
-   * Price amount (MUST be >= 0 per Beancount spec)
+   * Period summary
    */
-  amount?: number;
+  summary: TrendSummaryDto;
   /**
-   * Price date (ISO 8601 format)
+   * Period requested
    */
-  date?: string;
+  period: string;
   /**
-   * Metadata
+   * Data granularity
    */
-  metadata?: {
-    [key: string]: unknown;
-  };
-};
-
-export type CurrencyBalanceDto = {
+  granularity: string;
   /**
-   * ISO 4217 currency code
+   * Base currency for converted values
    */
   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
+   * Multi-currency time series (each point has currency breakdown)
    */
-  change?: {
-    [key: string]: unknown;
-  };
+  byCurrency?: Array<MultiCurrencyPointDto>;
   /**
-   * Multi-currency breakdown for this point
+   * Exchange rate warnings
    */
-  byCurrency?: Array<CurrencyBalanceDto>;
+  warnings?: Array<ExchangeRateWarningDto>;
 };
 
-export type TrendSummaryDto = {
+export type CashFlowPointDto = {
   /**
-   * Value at start of period
+   * Month key (YYYY-MM)
    */
-  startValue: string;
+  month: string;
   /**
-   * Value at end of period
+   * Income in base currency (absolute, converted)
    */
-  endValue: string;
+  income: string;
   /**
-   * Total change over period
+   * Expense in base currency (absolute, converted)
    */
-  totalChange: string;
+  expense: string;
   /**
-   * Total change percentage
+   * netSavings = income − expense (savings positive)
    */
-  totalChangePercentage: string;
+  netSavings: string;
 };
 
-export type MultiCurrencyPointDto = {
+export type CashFlowTrendSummaryDto = {
   /**
-   * Date in YYYY-MM-DD format
+   * Total income across the period
    */
-  date: string;
+  totalIncome: string;
   /**
-   * Balances by currency
+   * Total expense across the period
    */
-  byCurrency: Array<CurrencyBalanceDto>;
+  totalExpense: string;
+  /**
+   * income − expense across the period
+   */
+  totalNetSavings: string;
+  /**
+   * totalNetSavings divided by the window length (N months, incl. zero-filled)
+   */
+  averageMonthlyNetSavings: string;
 };
 
-export type PortfolioTrendsResponseDto = {
+export type CashFlowTrendsResponseDto = {
   /**
-   * Time series data points
+   * Monthly cash-flow series (fixed N-month window, zero-filled)
    */
-  series: Array<TimeSeriesPointDto>;
+  series: Array<CashFlowPointDto>;
   /**
-   * Period summary
+   * Period totals
    */
-  summary: TrendSummaryDto;
+  summary: CashFlowTrendSummaryDto;
   /**
    * Period requested
    */
   period: string;
   /**
-   * Data granularity
+   * Data granularity (v1 returns month buckets)
    */
   granularity: string;
   /**
@@ -4325,11 +5521,7 @@ export type PortfolioTrendsResponseDto = {
    */
   currency: string;
   /**
-   * Multi-currency time series (each point has currency breakdown)
-   */
-  byCurrency?: Array<MultiCurrencyPointDto>;
-  /**
-   * Exchange rate warnings
+   * Exchange rate warnings (e.g. missing rate for a currency)
    */
   warnings?: Array<ExchangeRateWarningDto>;
 };
@@ -4349,6 +5541,13 @@ export type AnonymousLoginDto = {
   accessToken: string;
 };
 
+export type AnonymousLoginResponseDto = {
+  /**
+   * JWT auth token
+   */
+  authToken: string;
+};
+
 export type AccountControllerCreateData = {
   /**
    * Region code for tenant context
@@ -4357,7 +5556,7 @@ export type AccountControllerCreateData = {
   requestBody: CreateAccountDto;
 };
 
-export type AccountControllerCreateResponse = unknown;
+export type AccountControllerCreateResponse = AccountResponseDto;
 
 export type AccountControllerFindAllData = {
   /**
@@ -4377,7 +5576,7 @@ export type AccountControllerFindAllData = {
    */
   region: 'cn' | 'us' | 'de' | 'gb';
   /**
-   * Search term for path or i18nKey
+   * Search term for account path
    */
   search?: string;
   /**
@@ -4406,6 +5605,9 @@ export type AccountControllerFindOneData = {
 export type AccountControllerFindOneResponse = AccountResponseDto;
 
 export type AccountControllerUpdateData = {
+  /**
+   * Account UUID
+   */
   id: string;
   /**
    * Region code for tenant context
@@ -4414,9 +5616,12 @@ export type AccountControllerUpdateData = {
   requestBody: UpdateAccountDto;
 };
 
-export type AccountControllerUpdateResponse = unknown;
+export type AccountControllerUpdateResponse = AccountResponseDto;
 
 export type AccountControllerDeleteData = {
+  /**
+   * Account UUID
+   */
   id: string;
   /**
    * Region code for tenant context
@@ -4424,9 +5629,12 @@ export type AccountControllerDeleteData = {
   region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type AccountControllerDeleteResponse = unknown;
+export type AccountControllerDeleteResponse = void;
 
 export type AccountControllerCloseData = {
+  /**
+   * Account UUID
+   */
   id: string;
   /**
    * Region code for tenant context
@@ -4435,9 +5643,12 @@ export type AccountControllerCloseData = {
   requestBody: CloseAccountDto;
 };
 
-export type AccountControllerCloseResponse = unknown;
+export type AccountControllerCloseResponse = AccountResponseDto;
 
 export type AccountControllerReopenData = {
+  /**
+   * Account UUID
+   */
   id: string;
   /**
    * Region code for tenant context
@@ -4446,7 +5657,22 @@ export type AccountControllerReopenData = {
   requestBody: ReopenAccountDto;
 };
 
-export type AccountControllerReopenResponse = unknown;
+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 = {
   /**
@@ -4508,6 +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
    */
@@ -4632,7 +5862,7 @@ export type TransactionControllerDeleteResponse = void;
 
 export type BalanceControllerGetBalanceData = {
   /**
-   * Account name (e.g., "Assets:Bank:Checking")
+   * Account name (e.g., "Assets:Checking")
    */
   account: string;
   /**
@@ -5034,6 +6264,103 @@ 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
@@ -5428,7 +6755,7 @@ export type UserControllerSignupUserData = {
   requestBody: SignupDto;
 };
 
-export type UserControllerSignupUserResponse = unknown;
+export type UserControllerSignupUserResponse = SignupResponseDto;
 
 export type UserControllerDeleteUserData = {
   /**
@@ -5499,6 +6826,159 @@ export type PropertyControllerDeleteData = {
 
 export type PropertyControllerDeleteResponse = void;
 
+export type EventControllerCreateData = {
+  /**
+   * Region code for tenant context (decorative for life events)
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: CreateBeanEventDto;
+};
+
+export type EventControllerCreateResponse = EventResponseDto;
+
+export type EventControllerFindAllData = {
+  /**
+   * Filter life events from this date (ISO 8601 format)
+   */
+  from?: string;
+  /**
+   * Number of items per page (default: 20, max: 100)
+   */
+  limit?: number;
+  /**
+   * Page number for pagination (default: 1)
+   */
+  page?: number;
+  /**
+   * Search term for description (case-insensitive partial match)
+   */
+  q?: string;
+  /**
+   * Region code for tenant context (decorative for life events)
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  /**
+   * Filter life events to this date (ISO 8601 format)
+   */
+  to?: string;
+  /**
+   * Filter by life event type (exact match)
+   */
+  type?: string;
+};
+
+export type EventControllerFindAllResponse = EventListResponseDto;
+
+export type EventControllerFindOneData = {
+  /**
+   * Life event ID
+   */
+  id: string;
+  /**
+   * Region code for tenant context (decorative for life events)
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+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 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 = {
@@ -5528,13 +7008,25 @@ export type FileImportControllerIdentifyFileData = {
 export type FileImportControllerIdentifyFileResponse = IdentifyResultDto;
 
 export type FileImportControllerImportBeancountData = {
+  /**
+   * Beancount file to import
+   */
+  formData: FileImportDto;
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type FileImportControllerImportBeancountResponse = unknown;
+export type FileImportControllerImportBeancountResponse = {
+  imported?: number;
+  skipped?: number;
+  failed?: number;
+  accountsCreated?: number;
+  errors?: Array<{
+    [key: string]: unknown;
+  }>;
+};
 
 export type ImporterConfigControllerGetConfigData = {
   /**
@@ -5579,81 +7071,93 @@ 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 = {
+export type ProviderSyncControllerSyncData = {
   /**
-   * Search query — Chinese name, English name, or abbreviation
+   * Provider name
    */
-  q: string;
+  providerName:
+    | 'plaid'
+    | 'teller'
+    | 'truelayer'
+    | 'gocardless'
+    | 'simplefin'
+    | 'yodlee'
+    | 'beancount-direct'
+    | 'parsed-bill';
   /**
-   * Region code for category override lookup
+   * Region code for tenant context
    */
-  region?: string;
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: ProviderSyncDto;
 };
 
-export type PlatformControllerMatchPlatformsResponse = unknown;
+export type ProviderSyncControllerSyncResponse = ProviderSyncResponseDto;
 
-export type PlatformControllerUpdateData = {
+export type ProviderSyncControllerGetSupportedProvidersData = {
   /**
-   * Platform ID
+   * Region code for tenant context
    */
-  id: string;
-  requestBody: UpdatePlatformDto;
+  region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type PlatformControllerUpdateResponse = unknown;
+export type ProviderSyncControllerGetSupportedProvidersResponse =
+  SupportedProvidersResponseDto;
 
-export type PlatformControllerDeleteData = {
+export type ProviderSyncControllerIsProviderSupportedData = {
   /**
-   * Platform ID
+   * Provider name to check
    */
-  id: string;
+  providerName: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type PlatformControllerDeleteResponse = void;
+export type ProviderSyncControllerIsProviderSupportedResponse = unknown;
 
-export type ProviderSyncControllerSyncData = {
-  providerName: string;
+export type ExternalAccountLinkControllerCreateData = {
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
-  requestBody: ProviderSyncDto;
+  requestBody: CreateExternalAccountLinkDto;
 };
 
-export type ProviderSyncControllerSyncResponse = unknown;
+export type ExternalAccountLinkControllerCreateResponse =
+  ExternalAccountLinkResponseDto;
 
-export type ProviderSyncControllerGetSupportedProvidersData = {
+export type ExternalAccountLinkControllerFindAllData = {
+  provider: string;
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type ProviderSyncControllerGetSupportedProvidersResponse =
-  SupportedProvidersResponseDto;
+export type ExternalAccountLinkControllerFindAllResponse =
+  ExternalAccountLinkListResponseDto;
 
-export type ProviderSyncControllerIsProviderSupportedData = {
+export type ExternalAccountLinkControllerFindOneData = {
+  id: string;
   /**
-   * Provider name to check
+   * Region code for tenant context
    */
-  providerName: string;
+  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 ProviderSyncControllerIsProviderSupportedResponse = unknown;
+export type ExternalAccountLinkControllerRemoveResponse = void;
 
 export type TelemetryControllerReportTelemetryData = {
   /**
@@ -5693,10 +7197,13 @@ export type NlpControllerProcessNaturalLanguageData = {
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
+  /**
+   * Natural language transaction input with optional session ID
+   */
   requestBody: ProcessNlpDto;
 };
 
-export type NlpControllerProcessNaturalLanguageResponse = unknown;
+export type NlpControllerProcessNaturalLanguageResponse = NlpResponseDto;
 
 export type NlpControllerClearSessionData = {
   /**
@@ -5724,6 +7231,49 @@ export type NlpControllerGetSessionData = {
 
 export type NlpControllerGetSessionResponse = unknown;
 
+export type PlatformControllerFindAllResponse = unknown;
+
+export type PlatformControllerCreateData = {
+  requestBody: CreatePlatformDto;
+};
+
+export type PlatformControllerCreateResponse = unknown;
+
+export type PlatformControllerGetPlatformListResponse =
+  Array<PlatformListItemDto>;
+
+export type PlatformControllerMatchPlatformsData = {
+  /**
+   * Search query — Chinese name, English name, or abbreviation
+   */
+  q: string;
+  /**
+   * Region code for category override lookup
+   */
+  region?: string;
+};
+
+export type PlatformControllerMatchPlatformsResponse = PlatformMatchResponseDto;
+
+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 DashboardControllerGetNetWorthData = {
   /**
    * Date for balance calculation (ISO 8601 format)
@@ -5778,127 +7328,70 @@ export type DashboardControllerGetCashFlowData = {
 
 export type DashboardControllerGetCashFlowResponse = CashFlowResponseDto;
 
-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';
-  /**
-   * Region code for tenant context
-   */
-  region: 'cn' | 'us' | 'de' | 'gb';
-};
-
-export type HoldingPnlControllerGetHoldingPnlResponse = HoldingPnlResponseDto;
-
-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;
+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';
   /**
@@ -5911,8 +7404,8 @@ export type ReportingControllerGetPortfolioTrendsData = {
   region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type ReportingControllerGetPortfolioTrendsResponse =
-  PortfolioTrendsResponseDto;
+export type ReportingControllerGetCashFlowTrendsResponse =
+  CashFlowTrendsResponseDto;
 
 export type ReportingControllerGenerateSnapshotData = {
   /**
@@ -5945,7 +7438,7 @@ export type AuthControllerAccessTokenLoginData = {
   requestBody: AnonymousLoginDto;
 };
 
-export type AuthControllerAccessTokenLoginResponse = unknown;
+export type AuthControllerAccessTokenLoginResponse = AnonymousLoginResponseDto;
 
 export type CacheControllerFlushCacheResponse = unknown;
 
@@ -5990,7 +7483,14 @@ export type $OpenApiTs = {
     post: {
       req: AccountControllerCreateData;
       res: {
-        201: unknown;
+        /**
+         * Account created successfully
+         */
+        201: AccountResponseDto;
+        /**
+         * Account already exists
+         */
+        409: unknown;
       };
     };
     get: {
@@ -6010,39 +7510,98 @@ export type $OpenApiTs = {
         /**
          * Account retrieved successfully
          */
-        200: AccountResponseDto;
+        200: AccountResponseDto;
+        /**
+         * Account not found
+         */
+        404: unknown;
+      };
+    };
+    put: {
+      req: AccountControllerUpdateData;
+      res: {
+        /**
+         * Account updated successfully
+         */
+        200: AccountResponseDto;
+        /**
+         * Account not found
+         */
+        404: unknown;
+      };
+    };
+    delete: {
+      req: AccountControllerDeleteData;
+      res: {
+        /**
+         * Account deleted successfully
+         */
+        204: void;
+        /**
+         * Account not found
+         */
+        404: unknown;
+        /**
+         * Account has transactions and cannot be deleted
+         */
+        409: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/accounts/{id}/close': {
+    post: {
+      req: AccountControllerCloseData;
+      res: {
+        /**
+         * Account closed successfully
+         */
+        200: AccountResponseDto;
+        /**
+         * Account is already closed
+         */
+        400: unknown;
         /**
          * Account not found
          */
         404: unknown;
       };
     };
-    put: {
-      req: AccountControllerUpdateData;
-      res: {
-        200: unknown;
-      };
-    };
-    delete: {
-      req: AccountControllerDeleteData;
-      res: {
-        200: unknown;
-      };
-    };
   };
-  '/api/v1/{region}/bean/accounts/{id}/close': {
+  '/api/v1/{region}/bean/accounts/{id}/reopen': {
     post: {
-      req: AccountControllerCloseData;
+      req: AccountControllerReopenData;
       res: {
-        201: unknown;
+        /**
+         * Account reopened successfully
+         */
+        200: AccountResponseDto;
+        /**
+         * Account is not closed
+         */
+        400: unknown;
+        /**
+         * Account not found
+         */
+        404: unknown;
       };
     };
   };
-  '/api/v1/{region}/bean/accounts/{id}/reopen': {
+  '/api/v1/{region}/bean/accounts/{id}/opening-balance': {
     post: {
-      req: AccountControllerReopenData;
+      req: AccountControllerAddOpeningBalanceData;
       res: {
-        201: unknown;
+        /**
+         * Opening-balance transaction created
+         */
+        201: OpeningBalanceResultDto;
+        /**
+         * Account not found
+         */
+        404: unknown;
+        /**
+         * An opening balance already exists for this account
+         */
+        409: unknown;
       };
     };
   };
@@ -6654,6 +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;
@@ -7141,7 +8784,7 @@ export type $OpenApiTs = {
         /**
          * User created successfully
          */
-        201: unknown;
+        201: SignupResponseDto;
         /**
          * Invalid Turnstile token (when Turnstile is enabled)
          */
@@ -7298,6 +8941,181 @@ export type $OpenApiTs = {
       };
     };
   };
+  '/api/v1/{region}/bean/events': {
+    post: {
+      req: EventControllerCreateData;
+      res: {
+        /**
+         * Life event created successfully
+         */
+        201: EventResponseDto;
+        /**
+         * Life event already exists for this (userId, type, date) combination
+         */
+        409: unknown;
+      };
+    };
+    get: {
+      req: EventControllerFindAllData;
+      res: {
+        /**
+         * Life events retrieved successfully
+         */
+        200: EventListResponseDto;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/events/{id}': {
+    get: {
+      req: EventControllerFindOneData;
+      res: {
+        /**
+         * Life event retrieved successfully
+         */
+        200: EventResponseDto;
+        /**
+         * Life event not found
+         */
+        404: unknown;
+      };
+    };
+    put: {
+      req: EventControllerUpdateData;
+      res: {
+        /**
+         * Life event updated successfully
+         */
+        200: EventResponseDto;
+        /**
+         * If-Match header is not a valid ISO 8601 date
+         */
+        400: unknown;
+        /**
+         * Life event not found
+         */
+        404: unknown;
+        /**
+         * Updated event conflicts with an existing (userId, type, date) combination
+         */
+        409: unknown;
+        /**
+         * If-Match precondition failed (updatedAt mismatch)
+         */
+        412: unknown;
+      };
+    };
+    delete: {
+      req: EventControllerDeleteData;
+      res: {
+        /**
+         * Life event deleted successfully
+         */
+        204: void;
+        /**
+         * Life event not found
+         */
+        404: unknown;
+      };
+    };
+  };
+  '/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/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: {
@@ -7378,7 +9196,22 @@ export type $OpenApiTs = {
     post: {
       req: FileImportControllerImportBeancountData;
       res: {
-        201: unknown;
+        /**
+         * Beancount file imported successfully
+         */
+        200: {
+          imported?: number;
+          skipped?: number;
+          failed?: number;
+          accountsCreated?: number;
+          errors?: Array<{
+            [key: string]: unknown;
+          }>;
+        };
+        /**
+         * Bad request - invalid file or no file uploaded
+         */
+        400: ApiProblemResponseDto;
       };
     };
   };
@@ -7433,113 +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: {
-        201: unknown;
+        /**
+         * Links retrieved.
+         */
+        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;
       };
     };
   };
@@ -7588,7 +9412,18 @@ export type $OpenApiTs = {
     post: {
       req: NlpControllerProcessNaturalLanguageData;
       res: {
-        201: unknown;
+        /**
+         * NLP processing result - either created transaction or asking for more info
+         */
+        200: NlpResponseDto;
+        /**
+         * Invalid input
+         */
+        400: unknown;
+        /**
+         * Unauthorized
+         */
+        401: unknown;
       };
     };
   };
@@ -7620,6 +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;
@@ -7672,16 +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;
         /**
@@ -7691,98 +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
          */
@@ -7853,7 +9710,7 @@ export type $OpenApiTs = {
         /**
          * Login successful
          */
-        200: unknown;
+        200: AnonymousLoginResponseDto;
         /**
          * Invalid access token
          */