@firela/api-types 0.0.0-canary.9256c41b → 0.0.0-canary.97006feb

package/src/generated/schemas.gen.ts

@@ -3751,517 +3751,454 @@ export const $ForecastResponseDto = {
   ]
 } as const;
 
-export const $CreateTransactionRuleDto = {
+export const $CurrencyBalanceDto = {
   type: 'object',
   properties: {
-    name: {
+    currency: {
       type: 'string',
-      minLength: 1,
-      maxLength: 100
+      description: 'ISO 4217 currency code',
+      example: 'CNY'
     },
-    description: {
+    balance: {
       type: 'string',
-      maxLength: 500
-    },
-    narrationKeywords: {
-      items: {
-        type: 'array'
-      },
-      maxItems: 50,
-      type: 'array'
-    },
-    payeeKeywords: {
-      items: {
-        type: 'array'
-      },
-      maxItems: 50,
-      type: 'array'
-    },
-    categoryKeywords: {
-      items: {
-        type: 'array'
-      },
-      maxItems: 50,
-      type: 'array'
-    },
-    methodKeywords: {
-      items: {
-        type: 'array'
-      },
-      maxItems: 50,
-      description: 'Payment method keywords (e.g., HuaBei, YuEBao)',
-      type: 'array'
-    },
-    categoryAccount: {
+      description: 'Balance amount',
+      example: '500000.00'
+    }
+  },
+  required: ['currency', 'balance']
+} as const;
+
+export const $TimeSeriesPointDto = {
+  type: 'object',
+  properties: {
+    date: {
       type: 'string',
-      maxLength: 200,
-      description:
-        'Destination account for expenses/income (e.g., Expenses:Food:Coffee)'
+      description: 'Date in YYYY-MM-DD format',
+      example: '2024-06-15'
     },
-    matchLogic: {
+    value: {
       type: 'string',
-      enum: ['OR', 'AND'],
-      default: 'OR'
+      description: 'Value at this date (in base currency)',
+      example: '500000.00'
     },
-    amountMin: {
-      type: 'number',
-      minimum: 0,
-      description: 'Minimum transaction amount (inclusive)'
+    change: {
+      type: 'object',
+      description: 'Change from previous point',
+      example: '5000.00'
     },
-    amountMax: {
-      type: 'number',
-      minimum: 0,
-      description: 'Maximum transaction amount (inclusive)'
+    assets: {
+      type: 'string',
+      description: 'Total assets at this date (in base currency)',
+      example: '494338.00'
     },
-    priority: {
-      type: 'number',
-      default: 50,
-      minimum: 0,
-      maximum: 1000
+    liabilities: {
+      type: 'string',
+      description: 'Total liabilities at this date (in base currency)',
+      example: '310098.00'
     },
-    additionalTags: {
+    byCurrency: {
+      description: 'Multi-currency breakdown for this point',
+      type: 'array',
       items: {
-        type: 'array'
-      },
-      maxItems: 20,
-      type: 'array'
-    },
-    additionalMetadata: {
-      type: 'object'
-    },
-    upsertByPayee: {
-      type: 'boolean',
-      description:
-        'If true, update existing rule with matching payeeKeywords[0] instead of creating new rule'
+        $ref: '#/components/schemas/CurrencyBalanceDto'
+      }
     }
   },
-  required: ['name', 'matchLogic', 'priority']
+  required: ['date', 'value']
 } as const;
 
-export const $AmountRangeDto = {
+export const $TrendSummaryDto = {
   type: 'object',
   properties: {
-    min: {
-      type: 'number',
-      description: 'Minimum amount'
+    startValue: {
+      type: 'string',
+      description: 'Value at start of period',
+      example: '450000.00'
     },
-    max: {
-      type: 'number',
-      description: 'Maximum amount'
+    endValue: {
+      type: 'string',
+      description: 'Value at end of period',
+      example: '500000.00'
+    },
+    totalChange: {
+      type: 'string',
+      description: 'Total change over period',
+      example: '50000.00'
+    },
+    totalChangePercentage: {
+      type: 'string',
+      description: 'Total change percentage',
+      example: '+11.11%'
     }
-  }
+  },
+  required: ['startValue', 'endValue', 'totalChange', 'totalChangePercentage']
 } as const;
 
-export const $TransactionRuleResponseDto = {
+export const $MultiCurrencyPointDto = {
   type: 'object',
   properties: {
-    id: {
-      type: 'string',
-      description: 'Rule ID'
-    },
-    name: {
-      type: 'string',
-      description: 'Rule name'
-    },
-    description: {
+    date: {
       type: 'string',
-      description: 'Rule description'
-    },
-    narrationKeywords: {
-      description: 'Keywords to match in transaction narration',
-      type: 'array',
-      items: {
-        type: 'string'
-      }
-    },
-    payeeKeywords: {
-      description: 'Keywords to match in payee name',
-      type: 'array',
-      items: {
-        type: 'string'
-      }
+      description: 'Date in YYYY-MM-DD format',
+      example: '2024-06-15'
     },
-    categoryKeywords: {
-      description: 'Keywords to match in category',
+    byCurrency: {
+      description: 'Balances by currency',
       type: 'array',
       items: {
-        type: 'string'
+        $ref: '#/components/schemas/CurrencyBalanceDto'
       }
-    },
-    methodKeywords: {
-      description: 'Keywords to match in payment method',
+    }
+  },
+  required: ['date', 'byCurrency']
+} as const;
+
+export const $PortfolioTrendsResponseDto = {
+  type: 'object',
+  properties: {
+    series: {
+      description: 'Time series data points',
       type: 'array',
       items: {
-        type: 'string'
+        $ref: '#/components/schemas/TimeSeriesPointDto'
       }
     },
-    categoryAccount: {
-      type: 'string',
-      description: 'Destination account for categorization'
-    },
-    matchLogic: {
-      type: 'string',
-      description: 'Keyword matching logic',
-      enum: ['OR', 'AND'],
-      example: 'OR'
-    },
-    amountRange: {
-      description: 'Amount range for matching',
+    summary: {
+      description: 'Period summary',
       allOf: [
         {
-          $ref: '#/components/schemas/AmountRangeDto'
+          $ref: '#/components/schemas/TrendSummaryDto'
         }
       ]
     },
-    priority: {
-      type: 'number',
-      description: 'Rule priority (0-1000, higher = first match)',
-      example: 50
-    },
-    enabled: {
-      type: 'boolean',
-      description: 'Whether the rule is enabled'
-    },
-    learningSource: {
+    period: {
       type: 'string',
-      description: 'Learning source: NLP, REVIEW_CENTER, or null for manual',
-      enum: ['NLP', 'REVIEW_CENTER'],
-      nullable: true,
-      example: 'REVIEW_CENTER'
+      description: 'Period requested',
+      example: '6m'
     },
-    autoApplyEnabled: {
-      type: 'boolean',
-      description: 'Whether auto-apply is enabled for this rule'
+    granularity: {
+      type: 'string',
+      description: 'Data granularity',
+      example: 'month'
     },
-    confirmationCount: {
-      type: 'number',
-      description: 'Number of confirmations for NLP-learned rules',
-      example: 3
+    currency: {
+      type: 'string',
+      description: 'Base currency for converted values',
+      example: 'CNY'
     },
-    additionalTags: {
-      description: 'Additional tags',
+    byCurrency: {
+      description:
+        'Multi-currency time series (each point has currency breakdown)',
       type: 'array',
       items: {
-        type: 'string'
+        $ref: '#/components/schemas/MultiCurrencyPointDto'
       }
     },
-    additionalMetadata: {
-      type: 'object',
-      description: 'Additional metadata',
-      additionalProperties: {
-        type: 'string'
+    warnings: {
+      description: 'Exchange rate warnings',
+      type: 'array',
+      items: {
+        $ref: '#/components/schemas/ExchangeRateWarningDto'
       }
-    },
-    createdAt: {
-      format: 'date-time',
-      type: 'string',
-      description: 'Created timestamp'
-    },
-    updatedAt: {
-      format: 'date-time',
-      type: 'string',
-      description: 'Updated timestamp'
     }
   },
-  required: [
-    'id',
-    'name',
-    'narrationKeywords',
-    'payeeKeywords',
-    'categoryKeywords',
-    'methodKeywords',
-    'matchLogic',
-    'priority',
-    'enabled',
-    'autoApplyEnabled',
-    'confirmationCount',
-    'additionalTags',
-    'createdAt',
-    'updatedAt'
-  ]
+  required: ['series', 'summary', 'period', 'granularity', 'currency']
 } as const;
 
-export const $TransactionRuleListResponseDto = {
+export const $CashFlowPointDto = {
   type: 'object',
   properties: {
-    data: {
-      type: 'array',
-      items: {
-        $ref: '#/components/schemas/TransactionRuleResponseDto'
-      }
+    month: {
+      type: 'string',
+      description: 'Month key (YYYY-MM)',
+      example: '2024-03'
     },
-    total: {
-      type: 'number',
-      description: 'Total count of rules'
+    income: {
+      type: 'string',
+      description: 'Income in base currency (absolute, converted)',
+      example: '10000.00'
     },
-    limit: {
-      type: 'number',
-      description: 'Results per page'
+    expense: {
+      type: 'string',
+      description: 'Expense in base currency (absolute, converted)',
+      example: '5000.00'
     },
-    offset: {
-      type: 'number',
-      description: 'Pagination offset'
+    netSavings: {
+      type: 'string',
+      description: 'netSavings = income − expense (savings positive)',
+      example: '5000.00'
     }
   },
-  required: ['data', 'total', 'limit', 'offset']
+  required: ['month', 'income', 'expense', 'netSavings']
 } as const;
 
-export const $ValidateRuleDto = {
+export const $CashFlowTrendSummaryDto = {
   type: 'object',
   properties: {
-    name: {
+    totalIncome: {
       type: 'string',
-      minLength: 1,
-      maxLength: 100
+      description: 'Total income across the period',
+      example: '60000.00'
     },
-    description: {
+    totalExpense: {
       type: 'string',
-      maxLength: 500
-    },
-    narrationKeywords: {
-      items: {
-        type: 'array'
-      },
-      maxItems: 50,
-      type: 'array'
+      description: 'Total expense across the period',
+      example: '30000.00'
     },
-    payeeKeywords: {
-      items: {
-        type: 'array'
-      },
-      maxItems: 50,
-      type: 'array'
+    totalNetSavings: {
+      type: 'string',
+      description: 'income − expense across the period',
+      example: '30000.00'
     },
-    categoryKeywords: {
+    averageMonthlyNetSavings: {
+      type: 'string',
+      description:
+        'totalNetSavings divided by the window length (N months, incl. zero-filled)',
+      example: '5000.00'
+    }
+  },
+  required: [
+    'totalIncome',
+    'totalExpense',
+    'totalNetSavings',
+    'averageMonthlyNetSavings'
+  ]
+} as const;
+
+export const $CashFlowTrendsResponseDto = {
+  type: 'object',
+  properties: {
+    series: {
+      description:
+        'Monthly cash-flow series (fixed N-month window, zero-filled)',
+      type: 'array',
       items: {
-        type: 'array'
-      },
-      maxItems: 50,
-      type: 'array'
+        $ref: '#/components/schemas/CashFlowPointDto'
+      }
     },
-    methodKeywords: {
-      items: {
-        type: 'array'
-      },
-      maxItems: 50,
-      description: 'Payment method keywords (e.g., HuaBei, YuEBao)',
-      type: 'array'
+    summary: {
+      description: 'Period totals',
+      allOf: [
+        {
+          $ref: '#/components/schemas/CashFlowTrendSummaryDto'
+        }
+      ]
     },
-    categoryAccount: {
+    period: {
       type: 'string',
-      maxLength: 200,
-      description:
-        'Destination account for expenses/income (e.g., Expenses:Food:Coffee)'
+      description: 'Period requested',
+      example: '6m'
     },
-    matchLogic: {
+    granularity: {
       type: 'string',
-      enum: ['OR', 'AND'],
-      default: 'OR'
-    },
-    amountMin: {
-      type: 'number',
-      minimum: 0,
-      description: 'Minimum transaction amount (inclusive)'
-    },
-    amountMax: {
-      type: 'number',
-      minimum: 0,
-      description: 'Maximum transaction amount (inclusive)'
+      description: 'Data granularity (v1 returns month buckets)',
+      example: 'month'
     },
-    priority: {
-      type: 'number',
-      default: 50,
-      minimum: 0,
-      maximum: 1000
+    currency: {
+      type: 'string',
+      description: 'Base currency for converted values',
+      example: 'CNY'
     },
-    additionalTags: {
+    warnings: {
+      description: 'Exchange rate warnings (e.g. missing rate for a currency)',
+      type: 'array',
       items: {
-        type: 'array'
-      },
-      maxItems: 20,
-      type: 'array'
-    },
-    additionalMetadata: {
-      type: 'object'
-    },
-    upsertByPayee: {
-      type: 'boolean',
-      description:
-        'If true, update existing rule with matching payeeKeywords[0] instead of creating new rule'
+        $ref: '#/components/schemas/ExchangeRateWarningDto'
+      }
     }
   },
-  required: ['name', 'matchLogic', 'priority']
+  required: ['series', 'summary', 'period', 'granularity', 'currency']
 } as const;
 
-export const $ValidateRuleResponseDto = {
+export const $GenerateSnapshotBody = {
+  type: 'object',
+  properties: {}
+} as const;
+
+export const $GenerateSnapshotResponse = {
+  type: 'object',
+  properties: {}
+} as const;
+
+export const $BackfillSnapshotsBody = {
+  type: 'object',
+  properties: {}
+} as const;
+
+export const $BackfillSnapshotsResponse = {
+  type: 'object',
+  properties: {}
+} as const;
+
+export const $DeleteOwnUserDto = {
   type: 'object',
   properties: {
-    valid: {
-      type: 'boolean',
-      description: 'Whether the rule configuration is valid',
-      example: true
-    },
-    errors: {
-      description: 'List of validation errors (empty if valid)',
-      example: [],
-      items: {
-        type: 'array'
-      },
-      type: 'array'
-    },
-    warnings: {
-      description: 'List of validation warnings (non-blocking issues)',
-      example: [
-        'No account constraints specified - rule will match any account'
-      ],
-      items: {
-        type: 'array'
-      },
-      type: 'array'
+    accessToken: {
+      type: 'string',
+      description: 'Access token for user verification',
+      example: 'abc123xyz'
     }
   },
-  required: ['valid', 'errors', 'warnings']
+  required: ['accessToken']
 } as const;
 
-export const $BulkCreateRulesDto = {
+export const $SignupDto = {
   type: 'object',
   properties: {
-    rules: {
-      items: {
-        type: 'array'
-      },
-      description: 'Array of rules to import',
-      type: 'array'
-    },
-    conflictStrategy: {
+    turnstileToken: {
       type: 'string',
-      enum: ['replace', 'skip'],
-      default: 'skip',
       description:
-        'Conflict handling strategy: skip (default) ignores duplicates, replace soft-deletes existing rule'
+        'Cloudflare Turnstile verification token (optional when Turnstile disabled)',
+      example: '0.abc123def456...'
     }
-  },
-  required: ['rules', 'conflictStrategy']
+  }
 } as const;
 
-export const $BulkCreateRulesResponseDto = {
+export const $SignupResponseDto = {
   type: 'object',
   properties: {
-    successCount: {
-      type: 'number',
-      description: 'Number of successfully created rules'
+    authToken: {
+      type: 'string',
+      description: 'JWT auth token',
+      example: 'eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...'
     },
-    failureCount: {
+    accessToken: {
+      type: 'string',
+      description: 'Auto-generated access token'
+    },
+    role: {
+      type: 'string',
+      description: 'Assigned user role',
+      enum: ['USER', 'ADMIN', 'DEMO', 'INACTIVE', 'PAID', 'OPS']
+    }
+  },
+  required: ['authToken', 'accessToken', 'role']
+} as const;
+
+export const $UpdateUserSettingDto = {
+  type: 'object',
+  properties: {
+    secId: {
       type: 'number',
-      description: 'Number of failed rules'
+      description: 'Security ID'
     },
-    errors: {
+    annualInterestRate: {
+      type: 'number',
+      description: 'Annual interest rate',
+      example: 0.05
+    },
+    currency: {
+      type: 'string',
+      description: 'Currency code',
+      example: 'USD'
+    },
+    baseCurrency: {
+      type: 'string',
+      description: 'Base currency code',
+      example: 'USD'
+    },
+    benchmark: {
+      type: 'string',
+      description: 'Benchmark symbol',
+      example: 'SPY'
+    },
+    colorScheme: {
+      type: 'string',
+      description: 'Color scheme',
+      enum: ['DARK', 'LIGHT']
+    },
+    dateRange: {
+      type: 'string',
+      description: 'Date range filter',
+      example: '1y'
+    },
+    emergencyFund: {
+      type: 'number',
+      description: 'Emergency fund amount',
+      example: 10000
+    },
+    'filters.accounts': {
+      description: 'Account filter IDs',
       type: 'array',
-      description: 'Error details for failed rules',
       items: {
-        type: 'object',
-        properties: {
-          index: {
-            type: 'number'
-          },
-          message: {
-            type: 'string'
-          }
-        }
+        type: 'string'
       }
     },
-    createdRuleIds: {
-      description: 'IDs of successfully created rules',
+    'filters.assetClasses': {
+      description: 'Asset class filters',
       type: 'array',
       items: {
         type: 'string'
       }
-    }
-  },
-  required: ['successCount', 'failureCount', 'errors', 'createdRuleIds']
-} as const;
-
-export const $ExportRulesResponseDto = {
-  type: 'object',
-  properties: {
-    exportedAt: {
-      type: 'string',
-      description: 'Export timestamp'
     },
-    userId: {
+    'filters.dataSource': {
       type: 'string',
-      description: 'User ID'
+      description: 'Data source filter'
     },
-    ruleCount: {
-      type: 'number',
-      description: 'Number of exported rules'
+    'filters.symbol': {
+      type: 'string',
+      description: 'Symbol filter'
     },
-    rules: {
+    'filters.tags': {
+      description: 'Tag filters',
       type: 'array',
-      description: 'Exported rules'
-    }
-  },
-  required: ['exportedAt', 'userId', 'ruleCount', 'rules']
-} as const;
-
-export const $RuleStatisticsResponseDto = {
-  type: 'object',
-  properties: {
-    period: {
+      items: {
+        type: 'string'
+      }
+    },
+    isExperimentalFeatures: {
+      type: 'boolean',
+      description: 'Enable experimental features'
+    },
+    isRestrictedView: {
+      type: 'boolean',
+      description: 'Enable restricted view mode'
+    },
+    language: {
       type: 'string',
-      description: 'Statistics time period',
-      enum: ['7d', '30d', '90d']
+      description: 'Language code',
+      example: 'en'
     },
-    totalRules: {
-      type: 'number',
-      description: 'Total number of rules'
+    locale: {
+      type: 'string',
+      description: 'Locale code',
+      example: 'en-US'
     },
-    rulesWithMatches: {
+    projectedTotalAmount: {
       type: 'number',
-      description: 'Number of rules with at least one match'
+      description: 'Projected total amount',
+      example: 1000000
     },
-    totalMatches: {
-      type: 'number',
-      description: 'Total number of matches across all rules'
+    retirementDate: {
+      type: 'string',
+      description: 'Retirement date in ISO 8601 format',
+      example: '2050-01-01'
     },
-    averageConfidence: {
+    savingsRate: {
       type: 'number',
-      description: 'Average confidence score across all matches',
-      example: 0.82
+      description: 'Savings rate percentage',
+      example: 0.2
     },
-    ruleStats: {
-      type: 'array',
-      description: 'Per-rule statistics',
-      items: {
-        type: 'object',
-        properties: {
-          ruleId: {
-            type: 'string'
-          },
-          ruleName: {
-            type: 'string'
-          },
-          matchCount: {
-            type: 'number'
-          },
-          averageConfidence: {
-            type: 'number'
-          }
-        }
-      }
+    viewMode: {
+      type: 'string',
+      description: 'View mode',
+      enum: ['DEFAULT', 'ZEN']
+    }
+  }
+} as const;
+
+export const $UpdatePropertyDto = {
+  type: 'object',
+  properties: {
+    value: {
+      type: 'string',
+      description: 'Property value'
     }
   },
-  required: [
-    'period',
-    'totalRules',
-    'rulesWithMatches',
-    'totalMatches',
-    'averageConfidence',
-    'ruleStats'
-  ]
+  required: ['value']
 } as const;
 
-export const $UpdateTransactionRuleDto = {
+export const $CreateTransactionRuleDto = {
   type: 'object',
   properties: {
     name: {
@@ -4310,7 +4247,8 @@ export const $UpdateTransactionRuleDto = {
     },
     matchLogic: {
       type: 'string',
-      enum: ['OR', 'AND']
+      enum: ['OR', 'AND'],
+      default: 'OR'
     },
     amountMin: {
       type: 'number',
@@ -4324,13 +4262,10 @@ export const $UpdateTransactionRuleDto = {
     },
     priority: {
       type: 'number',
+      default: 50,
       minimum: 0,
       maximum: 1000
     },
-    enabled: {
-      type: 'boolean',
-      description: 'Enable or disable the rule'
-    },
     additionalTags: {
       items: {
         type: 'array'
@@ -4340,232 +4275,576 @@ export const $UpdateTransactionRuleDto = {
     },
     additionalMetadata: {
       type: 'object'
+    },
+    upsertByPayee: {
+      type: 'boolean',
+      description:
+        'If true, update existing rule with matching payeeKeywords[0] instead of creating new rule'
     }
-  }
+  },
+  required: ['name', 'matchLogic', 'priority']
 } as const;
 
-export const $TestRuleDto = {
+export const $AmountRangeDto = {
   type: 'object',
   properties: {
-    narration: {
-      type: 'string',
-      minLength: 1,
-      maxLength: 500
-    },
-    payee: {
-      type: 'string',
-      maxLength: 200
-    },
-    categoryAccount: {
-      type: 'string',
-      maxLength: 200
-    },
-    amount: {
-      type: 'number'
+    min: {
+      type: 'number',
+      description: 'Minimum amount'
     },
-    currency: {
-      type: 'string',
-      maxLength: 10
+    max: {
+      type: 'number',
+      description: 'Maximum amount'
     }
-  },
-  required: ['narration']
+  }
 } as const;
 
-export const $TestRuleResponseDto = {
+export const $TransactionRuleResponseDto = {
   type: 'object',
   properties: {
-    ruleId: {
+    id: {
       type: 'string',
-      description: 'Rule ID that was tested'
+      description: 'Rule ID'
     },
-    matches: {
-      type: 'boolean',
-      description: 'Whether the rule matched the test data'
+    name: {
+      type: 'string',
+      description: 'Rule name'
     },
-    confidence: {
+    description: {
+      type: 'string',
+      description: 'Rule description'
+    },
+    narrationKeywords: {
+      description: 'Keywords to match in transaction narration',
+      type: 'array',
+      items: {
+        type: 'string'
+      }
+    },
+    payeeKeywords: {
+      description: 'Keywords to match in payee name',
+      type: 'array',
+      items: {
+        type: 'string'
+      }
+    },
+    categoryKeywords: {
+      description: 'Keywords to match in category',
+      type: 'array',
+      items: {
+        type: 'string'
+      }
+    },
+    methodKeywords: {
+      description: 'Keywords to match in payment method',
+      type: 'array',
+      items: {
+        type: 'string'
+      }
+    },
+    categoryAccount: {
+      type: 'string',
+      description: 'Destination account for categorization'
+    },
+    matchLogic: {
+      type: 'string',
+      description: 'Keyword matching logic',
+      enum: ['OR', 'AND'],
+      example: 'OR'
+    },
+    amountRange: {
+      description: 'Amount range for matching',
+      allOf: [
+        {
+          $ref: '#/components/schemas/AmountRangeDto'
+        }
+      ]
+    },
+    priority: {
       type: 'number',
-      description: 'Match confidence score (0-1)',
-      example: 0.85
+      description: 'Rule priority (0-1000, higher = first match)',
+      example: 50
     },
-    matchDetails: {
+    enabled: {
+      type: 'boolean',
+      description: 'Whether the rule is enabled'
+    },
+    learningSource: {
+      type: 'string',
+      description: 'Learning source: NLP, REVIEW_CENTER, or null for manual',
+      enum: ['NLP', 'REVIEW_CENTER'],
+      nullable: true,
+      example: 'REVIEW_CENTER'
+    },
+    autoApplyEnabled: {
+      type: 'boolean',
+      description: 'Whether auto-apply is enabled for this rule'
+    },
+    confirmationCount: {
+      type: 'number',
+      description: 'Number of confirmations for NLP-learned rules',
+      example: 3
+    },
+    additionalTags: {
+      description: 'Additional tags',
+      type: 'array',
+      items: {
+        type: 'string'
+      }
+    },
+    additionalMetadata: {
       type: 'object',
-      description: 'Details of which fields matched',
-      example: {
-        narration: true,
-        payee: false,
-        categoryAccount: false
+      description: 'Additional metadata',
+      additionalProperties: {
+        type: 'string'
       }
+    },
+    createdAt: {
+      format: 'date-time',
+      type: 'string',
+      description: 'Created timestamp'
+    },
+    updatedAt: {
+      format: 'date-time',
+      type: 'string',
+      description: 'Updated timestamp'
     }
   },
-  required: ['ruleId', 'matches', 'confidence', 'matchDetails']
+  required: [
+    'id',
+    'name',
+    'narrationKeywords',
+    'payeeKeywords',
+    'categoryKeywords',
+    'methodKeywords',
+    'matchLogic',
+    'priority',
+    'enabled',
+    'autoApplyEnabled',
+    'confirmationCount',
+    'additionalTags',
+    'createdAt',
+    'updatedAt'
+  ]
 } as const;
 
-export const $DeleteOwnUserDto = {
+export const $TransactionRuleListResponseDto = {
   type: 'object',
   properties: {
-    accessToken: {
+    data: {
+      type: 'array',
+      items: {
+        $ref: '#/components/schemas/TransactionRuleResponseDto'
+      }
+    },
+    total: {
+      type: 'number',
+      description: 'Total count of rules'
+    },
+    limit: {
+      type: 'number',
+      description: 'Results per page'
+    },
+    offset: {
+      type: 'number',
+      description: 'Pagination offset'
+    }
+  },
+  required: ['data', 'total', 'limit', 'offset']
+} as const;
+
+export const $ValidateRuleDto = {
+  type: 'object',
+  properties: {
+    name: {
       type: 'string',
-      description: 'Access token for user verification',
-      example: 'abc123xyz'
+      minLength: 1,
+      maxLength: 100
+    },
+    description: {
+      type: 'string',
+      maxLength: 500
+    },
+    narrationKeywords: {
+      items: {
+        type: 'array'
+      },
+      maxItems: 50,
+      type: 'array'
+    },
+    payeeKeywords: {
+      items: {
+        type: 'array'
+      },
+      maxItems: 50,
+      type: 'array'
+    },
+    categoryKeywords: {
+      items: {
+        type: 'array'
+      },
+      maxItems: 50,
+      type: 'array'
+    },
+    methodKeywords: {
+      items: {
+        type: 'array'
+      },
+      maxItems: 50,
+      description: 'Payment method keywords (e.g., HuaBei, YuEBao)',
+      type: 'array'
+    },
+    categoryAccount: {
+      type: 'string',
+      maxLength: 200,
+      description:
+        'Destination account for expenses/income (e.g., Expenses:Food:Coffee)'
+    },
+    matchLogic: {
+      type: 'string',
+      enum: ['OR', 'AND'],
+      default: 'OR'
+    },
+    amountMin: {
+      type: 'number',
+      minimum: 0,
+      description: 'Minimum transaction amount (inclusive)'
+    },
+    amountMax: {
+      type: 'number',
+      minimum: 0,
+      description: 'Maximum transaction amount (inclusive)'
+    },
+    priority: {
+      type: 'number',
+      default: 50,
+      minimum: 0,
+      maximum: 1000
+    },
+    additionalTags: {
+      items: {
+        type: 'array'
+      },
+      maxItems: 20,
+      type: 'array'
+    },
+    additionalMetadata: {
+      type: 'object'
+    },
+    upsertByPayee: {
+      type: 'boolean',
+      description:
+        'If true, update existing rule with matching payeeKeywords[0] instead of creating new rule'
     }
   },
-  required: ['accessToken']
+  required: ['name', 'matchLogic', 'priority']
 } as const;
 
-export const $SignupDto = {
+export const $ValidateRuleResponseDto = {
   type: 'object',
   properties: {
-    turnstileToken: {
+    valid: {
+      type: 'boolean',
+      description: 'Whether the rule configuration is valid',
+      example: true
+    },
+    errors: {
+      description: 'List of validation errors (empty if valid)',
+      example: [],
+      items: {
+        type: 'array'
+      },
+      type: 'array'
+    },
+    warnings: {
+      description: 'List of validation warnings (non-blocking issues)',
+      example: [
+        'No account constraints specified - rule will match any account'
+      ],
+      items: {
+        type: 'array'
+      },
+      type: 'array'
+    }
+  },
+  required: ['valid', 'errors', 'warnings']
+} as const;
+
+export const $BulkCreateRulesDto = {
+  type: 'object',
+  properties: {
+    rules: {
+      items: {
+        type: 'array'
+      },
+      description: 'Array of rules to import',
+      type: 'array'
+    },
+    conflictStrategy: {
       type: 'string',
+      enum: ['replace', 'skip'],
+      default: 'skip',
       description:
-        'Cloudflare Turnstile verification token (optional when Turnstile disabled)',
-      example: '0.abc123def456...'
+        'Conflict handling strategy: skip (default) ignores duplicates, replace soft-deletes existing rule'
+    }
+  },
+  required: ['rules', 'conflictStrategy']
+} as const;
+
+export const $BulkCreateRulesResponseDto = {
+  type: 'object',
+  properties: {
+    successCount: {
+      type: 'number',
+      description: 'Number of successfully created rules'
+    },
+    failureCount: {
+      type: 'number',
+      description: 'Number of failed rules'
+    },
+    errors: {
+      type: 'array',
+      description: 'Error details for failed rules',
+      items: {
+        type: 'object',
+        properties: {
+          index: {
+            type: 'number'
+          },
+          message: {
+            type: 'string'
+          }
+        }
+      }
+    },
+    createdRuleIds: {
+      description: 'IDs of successfully created rules',
+      type: 'array',
+      items: {
+        type: 'string'
+      }
     }
-  }
+  },
+  required: ['successCount', 'failureCount', 'errors', 'createdRuleIds']
 } as const;
 
-export const $SignupResponseDto = {
+export const $ExportRulesResponseDto = {
   type: 'object',
   properties: {
-    authToken: {
+    exportedAt: {
       type: 'string',
-      description: 'JWT auth token',
-      example: 'eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...'
+      description: 'Export timestamp'
     },
-    accessToken: {
+    userId: {
       type: 'string',
-      description: 'Auto-generated access token'
+      description: 'User ID'
     },
-    role: {
-      type: 'string',
-      description: 'Assigned user role',
-      enum: ['USER', 'ADMIN', 'DEMO', 'INACTIVE', 'PAID', 'OPS']
+    ruleCount: {
+      type: 'number',
+      description: 'Number of exported rules'
+    },
+    rules: {
+      type: 'array',
+      description: 'Exported rules'
     }
   },
-  required: ['authToken', 'accessToken', 'role']
+  required: ['exportedAt', 'userId', 'ruleCount', 'rules']
 } as const;
 
-export const $UpdateUserSettingDto = {
+export const $RuleStatisticsResponseDto = {
   type: 'object',
   properties: {
-    secId: {
+    period: {
+      type: 'string',
+      description: 'Statistics time period',
+      enum: ['7d', '30d', '90d']
+    },
+    totalRules: {
       type: 'number',
-      description: 'Security ID'
+      description: 'Total number of rules'
     },
-    annualInterestRate: {
+    rulesWithMatches: {
       type: 'number',
-      description: 'Annual interest rate',
-      example: 0.05
+      description: 'Number of rules with at least one match'
     },
-    currency: {
-      type: 'string',
-      description: 'Currency code',
-      example: 'USD'
+    totalMatches: {
+      type: 'number',
+      description: 'Total number of matches across all rules'
     },
-    baseCurrency: {
-      type: 'string',
-      description: 'Base currency code',
-      example: 'USD'
+    averageConfidence: {
+      type: 'number',
+      description: 'Average confidence score across all matches',
+      example: 0.82
     },
-    benchmark: {
+    ruleStats: {
+      type: 'array',
+      description: 'Per-rule statistics',
+      items: {
+        type: 'object',
+        properties: {
+          ruleId: {
+            type: 'string'
+          },
+          ruleName: {
+            type: 'string'
+          },
+          matchCount: {
+            type: 'number'
+          },
+          averageConfidence: {
+            type: 'number'
+          }
+        }
+      }
+    }
+  },
+  required: [
+    'period',
+    'totalRules',
+    'rulesWithMatches',
+    'totalMatches',
+    'averageConfidence',
+    'ruleStats'
+  ]
+} as const;
+
+export const $UpdateTransactionRuleDto = {
+  type: 'object',
+  properties: {
+    name: {
       type: 'string',
-      description: 'Benchmark symbol',
-      example: 'SPY'
+      minLength: 1,
+      maxLength: 100
     },
-    colorScheme: {
+    description: {
       type: 'string',
-      description: 'Color scheme',
-      enum: ['DARK', 'LIGHT']
+      maxLength: 500
     },
-    dateRange: {
-      type: 'string',
-      description: 'Date range filter',
-      example: '1y'
+    narrationKeywords: {
+      items: {
+        type: 'array'
+      },
+      maxItems: 50,
+      type: 'array'
     },
-    emergencyFund: {
-      type: 'number',
-      description: 'Emergency fund amount',
-      example: 10000
+    payeeKeywords: {
+      items: {
+        type: 'array'
+      },
+      maxItems: 50,
+      type: 'array'
     },
-    'filters.accounts': {
-      description: 'Account filter IDs',
-      type: 'array',
+    categoryKeywords: {
       items: {
-        type: 'string'
-      }
+        type: 'array'
+      },
+      maxItems: 50,
+      type: 'array'
     },
-    'filters.assetClasses': {
-      description: 'Asset class filters',
-      type: 'array',
+    methodKeywords: {
       items: {
-        type: 'string'
-      }
+        type: 'array'
+      },
+      maxItems: 50,
+      description: 'Payment method keywords (e.g., HuaBei, YuEBao)',
+      type: 'array'
     },
-    'filters.dataSource': {
+    categoryAccount: {
       type: 'string',
-      description: 'Data source filter'
+      maxLength: 200,
+      description:
+        'Destination account for expenses/income (e.g., Expenses:Food:Coffee)'
     },
-    'filters.symbol': {
+    matchLogic: {
       type: 'string',
-      description: 'Symbol filter'
+      enum: ['OR', 'AND']
     },
-    'filters.tags': {
-      description: 'Tag filters',
-      type: 'array',
-      items: {
-        type: 'string'
-      }
+    amountMin: {
+      type: 'number',
+      minimum: 0,
+      description: 'Minimum transaction amount (inclusive)'
     },
-    isExperimentalFeatures: {
-      type: 'boolean',
-      description: 'Enable experimental features'
+    amountMax: {
+      type: 'number',
+      minimum: 0,
+      description: 'Maximum transaction amount (inclusive)'
     },
-    isRestrictedView: {
+    priority: {
+      type: 'number',
+      minimum: 0,
+      maximum: 1000
+    },
+    enabled: {
       type: 'boolean',
-      description: 'Enable restricted view mode'
+      description: 'Enable or disable the rule'
     },
-    language: {
-      type: 'string',
-      description: 'Language code',
-      example: 'en'
+    additionalTags: {
+      items: {
+        type: 'array'
+      },
+      maxItems: 20,
+      type: 'array'
     },
-    locale: {
+    additionalMetadata: {
+      type: 'object'
+    }
+  }
+} as const;
+
+export const $TestRuleDto = {
+  type: 'object',
+  properties: {
+    narration: {
       type: 'string',
-      description: 'Locale code',
-      example: 'en-US'
+      minLength: 1,
+      maxLength: 500
     },
-    projectedTotalAmount: {
-      type: 'number',
-      description: 'Projected total amount',
-      example: 1000000
+    payee: {
+      type: 'string',
+      maxLength: 200
     },
-    retirementDate: {
+    categoryAccount: {
       type: 'string',
-      description: 'Retirement date in ISO 8601 format',
-      example: '2050-01-01'
+      maxLength: 200
     },
-    savingsRate: {
-      type: 'number',
-      description: 'Savings rate percentage',
-      example: 0.2
+    amount: {
+      type: 'number'
     },
-    viewMode: {
+    currency: {
       type: 'string',
-      description: 'View mode',
-      enum: ['DEFAULT', 'ZEN']
+      maxLength: 10
     }
-  }
+  },
+  required: ['narration']
 } as const;
 
-export const $UpdatePropertyDto = {
+export const $TestRuleResponseDto = {
   type: 'object',
   properties: {
-    value: {
+    ruleId: {
       type: 'string',
-      description: 'Property value'
+      description: 'Rule ID that was tested'
+    },
+    matches: {
+      type: 'boolean',
+      description: 'Whether the rule matched the test data'
+    },
+    confidence: {
+      type: 'number',
+      description: 'Match confidence score (0-1)',
+      example: 0.85
+    },
+    matchDetails: {
+      type: 'object',
+      description: 'Details of which fields matched',
+      example: {
+        narration: true,
+        payee: false,
+        categoryAccount: false
+      }
     }
   },
-  required: ['value']
+  required: ['ruleId', 'matches', 'confidence', 'matchDetails']
 } as const;
 
 export const $CreateBeanEventDto = {
@@ -6242,7 +6521,8 @@ export const $NlpResponseDto = {
         'confirm_rule',
         'confirm_account',
         'confirm_payee',
-        'cancel'
+        'cancel',
+        'aborted'
       ]
     },
     intent: {
@@ -7601,442 +7881,163 @@ export const $HoldingPnlRowDto = {
       description:
         'Average cost per unit; null when cost currency conflicts or no cost',
       nullable: true,
-      allOf: [
-        {
-          $ref: '#/components/schemas/MonetaryDto'
-        }
-      ]
-    },
-    costBasis: {
-      description: 'Cost basis of held units',
-      nullable: true,
-      allOf: [
-        {
-          $ref: '#/components/schemas/MonetaryDto'
-        }
-      ]
-    },
-    marketValue: {
-      description: 'Market value at asOf price',
-      nullable: true,
-      allOf: [
-        {
-          $ref: '#/components/schemas/MonetaryDto'
-        }
-      ]
-    },
-    currentPrice: {
-      description: 'Price used for market value',
-      nullable: true,
-      allOf: [
-        {
-          $ref: '#/components/schemas/CurrentPriceDto'
-        }
-      ]
-    },
-    unrealizedPnlBase: {
-      type: 'object',
-      description:
-        'Unrealized P&L in base currency (Decimal string); null when any FX/price missing',
-      nullable: true,
-      example: '6000'
-    },
-    unrealizedPnlPct: {
-      type: 'object',
-      description: 'Unrealized P&L % (Decimal string)',
-      nullable: true,
-      example: '25'
-    },
-    costFxRate: {
-      description: 'Historical FX rate applied to cost basis',
-      nullable: true,
-      allOf: [
-        {
-          $ref: '#/components/schemas/FxRateDto'
-        }
-      ]
-    },
-    marketFxRate: {
-      description: 'FX rate applied to market value',
-      nullable: true,
-      allOf: [
-        {
-          $ref: '#/components/schemas/FxRateDto'
-        }
-      ]
-    },
-    pctOfInvestedAssets: {
-      type: 'object',
-      description:
-        'Share of invested assets % (Decimal string); only for invested chartTokens',
-      nullable: true,
-      example: '40'
-    },
-    realizedPnl: {
-      description:
-        'Cumulative realized P&L on sold lots (asOf-date cutoff); null when the method has no applicable sells, a sell lacks a price, or any required FX rate is missing (never-mix). When a sell spans multiple currencies (cross-currency sale), amount and currency reflect the base currency; baseCcyEquivalent is always the authoritative dual-FX figure',
-      nullable: true,
-      allOf: [
-        {
-          $ref: '#/components/schemas/MonetaryDto'
-        }
-      ]
-    }
-  },
-  required: [
-    'accountId',
-    'accountPath',
-    'symbol',
-    'chartToken',
-    'assetClass',
-    'units'
-  ]
-} as const;
-
-export const $HoldingPnlWarningDto = {
-  type: 'object',
-  properties: {
-    type: {
-      type: 'string',
-      description: 'Warning type',
-      example: 'MISSING_COST_FX_RATE',
-      enum: [
-        'MISSING_COST_FX_RATE',
-        'MISSING_MARKET_FX_RATE',
-        'MISSING_SALE_PRICE',
-        'MISSING_REALIZED_FX_RATE',
-        'OVERSOLD_LOTS',
-        'NO_PRICE',
-        'MIXED_COST_CURRENCY'
-      ]
-    },
-    symbol: {
-      type: 'object',
-      nullable: true
-    },
-    accountId: {
-      type: 'object',
-      nullable: true
-    },
-    currency: {
-      type: 'object',
-      nullable: true
-    }
-  },
-  required: ['type']
-} as const;
-
-export const $HoldingPnlResponseDto = {
-  type: 'object',
-  properties: {
-    asOfDate: {
-      type: 'string',
-      example: '2026-07-08'
-    },
-    baseCurrency: {
-      type: 'string',
-      example: 'CNY'
-    },
-    method: {
-      type: 'string',
-      description:
-        'Realized-P&L lot-matching method (FIFO or average). Unrealized cost basis remains average regardless of this value (#473).',
-      enum: ['average', 'FIFO'],
-      example: 'average'
-    },
-    rows: {
-      type: 'array',
-      items: {
-        $ref: '#/components/schemas/HoldingPnlRowDto'
-      }
-    },
-    warnings: {
-      type: 'array',
-      items: {
-        $ref: '#/components/schemas/HoldingPnlWarningDto'
-      }
-    }
-  },
-  required: ['asOfDate', 'baseCurrency', 'method', 'rows', 'warnings']
-} as const;
-
-export const $CurrencyBalanceDto = {
-  type: 'object',
-  properties: {
-    currency: {
-      type: 'string',
-      description: 'ISO 4217 currency code',
-      example: 'CNY'
-    },
-    balance: {
-      type: 'string',
-      description: 'Balance amount',
-      example: '500000.00'
-    }
-  },
-  required: ['currency', 'balance']
-} as const;
-
-export const $TimeSeriesPointDto = {
-  type: 'object',
-  properties: {
-    date: {
-      type: 'string',
-      description: 'Date in YYYY-MM-DD format',
-      example: '2024-06-15'
-    },
-    value: {
-      type: 'string',
-      description: 'Value at this date (in base currency)',
-      example: '500000.00'
-    },
-    change: {
-      type: 'object',
-      description: 'Change from previous point',
-      example: '5000.00'
-    },
-    assets: {
-      type: 'string',
-      description: 'Total assets at this date (in base currency)',
-      example: '494338.00'
-    },
-    liabilities: {
-      type: 'string',
-      description: 'Total liabilities at this date (in base currency)',
-      example: '310098.00'
-    },
-    byCurrency: {
-      description: 'Multi-currency breakdown for this point',
-      type: 'array',
-      items: {
-        $ref: '#/components/schemas/CurrencyBalanceDto'
-      }
-    }
-  },
-  required: ['date', 'value']
-} as const;
-
-export const $TrendSummaryDto = {
-  type: 'object',
-  properties: {
-    startValue: {
-      type: 'string',
-      description: 'Value at start of period',
-      example: '450000.00'
-    },
-    endValue: {
-      type: 'string',
-      description: 'Value at end of period',
-      example: '500000.00'
-    },
-    totalChange: {
-      type: 'string',
-      description: 'Total change over period',
-      example: '50000.00'
-    },
-    totalChangePercentage: {
-      type: 'string',
-      description: 'Total change percentage',
-      example: '+11.11%'
-    }
-  },
-  required: ['startValue', 'endValue', 'totalChange', 'totalChangePercentage']
-} as const;
-
-export const $MultiCurrencyPointDto = {
-  type: 'object',
-  properties: {
-    date: {
-      type: 'string',
-      description: 'Date in YYYY-MM-DD format',
-      example: '2024-06-15'
+      allOf: [
+        {
+          $ref: '#/components/schemas/MonetaryDto'
+        }
+      ]
     },
-    byCurrency: {
-      description: 'Balances by currency',
-      type: 'array',
-      items: {
-        $ref: '#/components/schemas/CurrencyBalanceDto'
-      }
-    }
-  },
-  required: ['date', 'byCurrency']
-} as const;
-
-export const $PortfolioTrendsResponseDto = {
-  type: 'object',
-  properties: {
-    series: {
-      description: 'Time series data points',
-      type: 'array',
-      items: {
-        $ref: '#/components/schemas/TimeSeriesPointDto'
-      }
+    costBasis: {
+      description: 'Cost basis of held units',
+      nullable: true,
+      allOf: [
+        {
+          $ref: '#/components/schemas/MonetaryDto'
+        }
+      ]
     },
-    summary: {
-      description: 'Period summary',
+    marketValue: {
+      description: 'Market value at asOf price',
+      nullable: true,
       allOf: [
         {
-          $ref: '#/components/schemas/TrendSummaryDto'
+          $ref: '#/components/schemas/MonetaryDto'
         }
       ]
     },
-    period: {
-      type: 'string',
-      description: 'Period requested',
-      example: '6m'
+    currentPrice: {
+      description: 'Price used for market value',
+      nullable: true,
+      allOf: [
+        {
+          $ref: '#/components/schemas/CurrentPriceDto'
+        }
+      ]
     },
-    granularity: {
-      type: 'string',
-      description: 'Data granularity',
-      example: 'month'
+    unrealizedPnlBase: {
+      type: 'object',
+      description:
+        'Unrealized P&L in base currency (Decimal string); null when any FX/price missing',
+      nullable: true,
+      example: '6000'
     },
-    currency: {
-      type: 'string',
-      description: 'Base currency for converted values',
-      example: 'CNY'
+    unrealizedPnlPct: {
+      type: 'object',
+      description: 'Unrealized P&L % (Decimal string)',
+      nullable: true,
+      example: '25'
     },
-    byCurrency: {
+    costFxRate: {
+      description: 'Historical FX rate applied to cost basis',
+      nullable: true,
+      allOf: [
+        {
+          $ref: '#/components/schemas/FxRateDto'
+        }
+      ]
+    },
+    marketFxRate: {
+      description: 'FX rate applied to market value',
+      nullable: true,
+      allOf: [
+        {
+          $ref: '#/components/schemas/FxRateDto'
+        }
+      ]
+    },
+    pctOfInvestedAssets: {
+      type: 'object',
       description:
-        'Multi-currency time series (each point has currency breakdown)',
-      type: 'array',
-      items: {
-        $ref: '#/components/schemas/MultiCurrencyPointDto'
-      }
+        'Share of invested assets % (Decimal string); only for invested chartTokens',
+      nullable: true,
+      example: '40'
     },
-    warnings: {
-      description: 'Exchange rate warnings',
-      type: 'array',
-      items: {
-        $ref: '#/components/schemas/ExchangeRateWarningDto'
-      }
+    realizedPnl: {
+      description:
+        'Cumulative realized P&L on sold lots (asOf-date cutoff); null when the method has no applicable sells, a sell lacks a price, or any required FX rate is missing (never-mix). When a sell spans multiple currencies (cross-currency sale), amount and currency reflect the base currency; baseCcyEquivalent is always the authoritative dual-FX figure',
+      nullable: true,
+      allOf: [
+        {
+          $ref: '#/components/schemas/MonetaryDto'
+        }
+      ]
     }
   },
-  required: ['series', 'summary', 'period', 'granularity', 'currency']
+  required: [
+    'accountId',
+    'accountPath',
+    'symbol',
+    'chartToken',
+    'assetClass',
+    'units'
+  ]
 } as const;
 
-export const $CashFlowPointDto = {
+export const $HoldingPnlWarningDto = {
   type: 'object',
   properties: {
-    month: {
+    type: {
       type: 'string',
-      description: 'Month key (YYYY-MM)',
-      example: '2024-03'
+      description: 'Warning type',
+      example: 'MISSING_COST_FX_RATE',
+      enum: [
+        'MISSING_COST_FX_RATE',
+        'MISSING_MARKET_FX_RATE',
+        'MISSING_SALE_PRICE',
+        'MISSING_REALIZED_FX_RATE',
+        'OVERSOLD_LOTS',
+        'NO_PRICE',
+        'MIXED_COST_CURRENCY'
+      ]
     },
-    income: {
-      type: 'string',
-      description: 'Income in base currency (absolute, converted)',
-      example: '10000.00'
+    symbol: {
+      type: 'object',
+      nullable: true
     },
-    expense: {
-      type: 'string',
-      description: 'Expense in base currency (absolute, converted)',
-      example: '5000.00'
+    accountId: {
+      type: 'object',
+      nullable: true
     },
-    netSavings: {
-      type: 'string',
-      description: 'netSavings = income − expense (savings positive)',
-      example: '5000.00'
+    currency: {
+      type: 'object',
+      nullable: true
     }
   },
-  required: ['month', 'income', 'expense', 'netSavings']
+  required: ['type']
 } as const;
 
-export const $CashFlowTrendSummaryDto = {
+export const $HoldingPnlResponseDto = {
   type: 'object',
   properties: {
-    totalIncome: {
-      type: 'string',
-      description: 'Total income across the period',
-      example: '60000.00'
-    },
-    totalExpense: {
+    asOfDate: {
       type: 'string',
-      description: 'Total expense across the period',
-      example: '30000.00'
+      example: '2026-07-08'
     },
-    totalNetSavings: {
+    baseCurrency: {
       type: 'string',
-      description: 'income − expense across the period',
-      example: '30000.00'
+      example: 'CNY'
     },
-    averageMonthlyNetSavings: {
+    method: {
       type: 'string',
       description:
-        'totalNetSavings divided by the window length (N months, incl. zero-filled)',
-      example: '5000.00'
-    }
-  },
-  required: [
-    'totalIncome',
-    'totalExpense',
-    'totalNetSavings',
-    'averageMonthlyNetSavings'
-  ]
-} as const;
-
-export const $CashFlowTrendsResponseDto = {
-  type: 'object',
-  properties: {
-    series: {
-      description:
-        'Monthly cash-flow series (fixed N-month window, zero-filled)',
+        'Realized-P&L lot-matching method (FIFO or average). Unrealized cost basis remains average regardless of this value (#473).',
+      enum: ['average', 'FIFO'],
+      example: 'average'
+    },
+    rows: {
       type: 'array',
       items: {
-        $ref: '#/components/schemas/CashFlowPointDto'
+        $ref: '#/components/schemas/HoldingPnlRowDto'
       }
     },
-    summary: {
-      description: 'Period totals',
-      allOf: [
-        {
-          $ref: '#/components/schemas/CashFlowTrendSummaryDto'
-        }
-      ]
-    },
-    period: {
-      type: 'string',
-      description: 'Period requested',
-      example: '6m'
-    },
-    granularity: {
-      type: 'string',
-      description: 'Data granularity (v1 returns month buckets)',
-      example: 'month'
-    },
-    currency: {
-      type: 'string',
-      description: 'Base currency for converted values',
-      example: 'CNY'
-    },
     warnings: {
-      description: 'Exchange rate warnings (e.g. missing rate for a currency)',
       type: 'array',
       items: {
-        $ref: '#/components/schemas/ExchangeRateWarningDto'
+        $ref: '#/components/schemas/HoldingPnlWarningDto'
       }
     }
   },
-  required: ['series', 'summary', 'period', 'granularity', 'currency']
-} as const;
-
-export const $GenerateSnapshotBody = {
-  type: 'object',
-  properties: {}
-} as const;
-
-export const $GenerateSnapshotResponse = {
-  type: 'object',
-  properties: {}
-} as const;
-
-export const $BackfillSnapshotsBody = {
-  type: 'object',
-  properties: {}
-} as const;
-
-export const $BackfillSnapshotsResponse = {
-  type: 'object',
-  properties: {}
+  required: ['asOfDate', 'baseCurrency', 'method', 'rows', 'warnings']
 } as const;
 
 export const $AnonymousLoginDto = {