@firela/api-types 0.0.0-canary.a4e21680 → 0.0.0-canary.a5198363

package/src/generated/services.gen.ts

@@ -17,6 +17,8 @@ import type {
   AccountControllerCloseResponse,
   AccountControllerReopenData,
   AccountControllerReopenResponse,
+  AccountControllerAddOpeningBalanceData,
+  AccountControllerAddOpeningBalanceResponse,
   AccountStandardsControllerGetTemplatesData,
   AccountStandardsControllerGetTemplatesResponse,
   AccountStandardsControllerGetTemplateMetadataData,
@@ -97,6 +99,18 @@ import type {
   CommodityControllerGetOrCreateResponse,
   CommodityControllerBulkCreateData,
   CommodityControllerBulkCreateResponse,
+  PriceControllerCreateData,
+  PriceControllerCreateResponse,
+  PriceControllerFindAllData,
+  PriceControllerFindAllResponse,
+  PriceControllerFindOneData,
+  PriceControllerFindOneResponse,
+  PriceControllerUpdateData,
+  PriceControllerUpdateResponse,
+  PriceControllerDeleteData,
+  PriceControllerDeleteResponse,
+  PriceControllerBulkCreateData,
+  PriceControllerBulkCreateResponse,
   RecurringRuleControllerCreateData,
   RecurringRuleControllerCreateResponse,
   RecurringRuleControllerFindAllData,
@@ -129,26 +143,14 @@ import type {
   ExpectedTransactionControllerEnterNowResponse,
   ForecastControllerGetForecastData,
   ForecastControllerGetForecastResponse,
-  TransactionRuleControllerCreateData,
-  TransactionRuleControllerCreateResponse,
-  TransactionRuleControllerListData,
-  TransactionRuleControllerListResponse,
-  TransactionRuleControllerValidateData,
-  TransactionRuleControllerValidateResponse,
-  TransactionRuleControllerBulkCreateData,
-  TransactionRuleControllerBulkCreateResponse,
-  TransactionRuleControllerExportData,
-  TransactionRuleControllerExportResponse,
-  TransactionRuleControllerGetStatisticsData,
-  TransactionRuleControllerGetStatisticsResponse,
-  TransactionRuleControllerGetDetailData,
-  TransactionRuleControllerGetDetailResponse,
-  TransactionRuleControllerUpdateData,
-  TransactionRuleControllerUpdateResponse,
-  TransactionRuleControllerDeleteData,
-  TransactionRuleControllerDeleteResponse,
-  TransactionRuleControllerTestData,
-  TransactionRuleControllerTestResponse,
+  ReportingControllerGetPortfolioTrendsData,
+  ReportingControllerGetPortfolioTrendsResponse,
+  ReportingControllerGetCashFlowTrendsData,
+  ReportingControllerGetCashFlowTrendsResponse,
+  ReportingControllerGenerateSnapshotData,
+  ReportingControllerGenerateSnapshotResponse,
+  ReportingControllerBackfillSnapshotsData,
+  ReportingControllerBackfillSnapshotsResponse,
   UserControllerDeleteOwnUserData,
   UserControllerDeleteOwnUserResponse,
   UserControllerGetUserData,
@@ -171,6 +173,26 @@ import type {
   PropertyControllerUpdateResponse,
   PropertyControllerDeleteData,
   PropertyControllerDeleteResponse,
+  TransactionRuleControllerCreateData,
+  TransactionRuleControllerCreateResponse,
+  TransactionRuleControllerListData,
+  TransactionRuleControllerListResponse,
+  TransactionRuleControllerValidateData,
+  TransactionRuleControllerValidateResponse,
+  TransactionRuleControllerBulkCreateData,
+  TransactionRuleControllerBulkCreateResponse,
+  TransactionRuleControllerExportData,
+  TransactionRuleControllerExportResponse,
+  TransactionRuleControllerGetStatisticsData,
+  TransactionRuleControllerGetStatisticsResponse,
+  TransactionRuleControllerGetDetailData,
+  TransactionRuleControllerGetDetailResponse,
+  TransactionRuleControllerUpdateData,
+  TransactionRuleControllerUpdateResponse,
+  TransactionRuleControllerDeleteData,
+  TransactionRuleControllerDeleteResponse,
+  TransactionRuleControllerTestData,
+  TransactionRuleControllerTestResponse,
   EventControllerCreateData,
   EventControllerCreateResponse,
   EventControllerFindAllData,
@@ -183,6 +205,8 @@ import type {
   EventControllerDeleteResponse,
   EventControllerGetSliceData,
   EventControllerGetSliceResponse,
+  OnboardingControllerBootstrapData,
+  OnboardingControllerBootstrapResponse,
   ReconciliationControllerComputeData,
   ReconciliationControllerComputeResponse,
   ReconciliationControllerAssertData,
@@ -204,22 +228,20 @@ import type {
   ImporterConfigControllerUpdateConfigResponse,
   ImporterConfigControllerResetConfigData,
   ImporterConfigControllerResetConfigResponse,
-  PlatformControllerFindAllResponse,
-  PlatformControllerCreateData,
-  PlatformControllerCreateResponse,
-  PlatformControllerGetPlatformListResponse,
-  PlatformControllerMatchPlatformsData,
-  PlatformControllerMatchPlatformsResponse,
-  PlatformControllerUpdateData,
-  PlatformControllerUpdateResponse,
-  PlatformControllerDeleteData,
-  PlatformControllerDeleteResponse,
   ProviderSyncControllerSyncData,
   ProviderSyncControllerSyncResponse,
   ProviderSyncControllerGetSupportedProvidersData,
   ProviderSyncControllerGetSupportedProvidersResponse,
   ProviderSyncControllerIsProviderSupportedData,
   ProviderSyncControllerIsProviderSupportedResponse,
+  ExternalAccountLinkControllerCreateData,
+  ExternalAccountLinkControllerCreateResponse,
+  ExternalAccountLinkControllerFindAllData,
+  ExternalAccountLinkControllerFindAllResponse,
+  ExternalAccountLinkControllerFindOneData,
+  ExternalAccountLinkControllerFindOneResponse,
+  ExternalAccountLinkControllerRemoveData,
+  ExternalAccountLinkControllerRemoveResponse,
   TelemetryControllerReportTelemetryData,
   TelemetryControllerReportTelemetryResponse,
   TelemetryControllerReportCoverageMissData,
@@ -232,6 +254,16 @@ import type {
   NlpControllerClearSessionResponse,
   NlpControllerGetSessionData,
   NlpControllerGetSessionResponse,
+  PlatformControllerFindAllResponse,
+  PlatformControllerCreateData,
+  PlatformControllerCreateResponse,
+  PlatformControllerGetPlatformListResponse,
+  PlatformControllerMatchPlatformsData,
+  PlatformControllerMatchPlatformsResponse,
+  PlatformControllerUpdateData,
+  PlatformControllerUpdateResponse,
+  PlatformControllerDeleteData,
+  PlatformControllerDeleteResponse,
   DashboardControllerGetNetWorthData,
   DashboardControllerGetNetWorthResponse,
   DashboardControllerGetAccountsData,
@@ -242,26 +274,6 @@ import type {
   DashboardControllerGetExpensesResponse,
   HoldingPnlControllerGetHoldingPnlData,
   HoldingPnlControllerGetHoldingPnlResponse,
-  PriceControllerCreateData,
-  PriceControllerCreateResponse,
-  PriceControllerFindAllData,
-  PriceControllerFindAllResponse,
-  PriceControllerFindOneData,
-  PriceControllerFindOneResponse,
-  PriceControllerUpdateData,
-  PriceControllerUpdateResponse,
-  PriceControllerDeleteData,
-  PriceControllerDeleteResponse,
-  PriceControllerBulkCreateData,
-  PriceControllerBulkCreateResponse,
-  ReportingControllerGetPortfolioTrendsData,
-  ReportingControllerGetPortfolioTrendsResponse,
-  ReportingControllerGetCashFlowTrendsData,
-  ReportingControllerGetCashFlowTrendsResponse,
-  ReportingControllerGenerateSnapshotData,
-  ReportingControllerGenerateSnapshotResponse,
-  ReportingControllerBackfillSnapshotsData,
-  ReportingControllerBackfillSnapshotsResponse,
   ApiKeysControllerCreateApiKeyResponse,
   AuthControllerAccessTokenLoginData,
   AuthControllerAccessTokenLoginResponse,
@@ -276,7 +288,11 @@ import type {
   HealthControllerResetCircuitBreakerData,
   HealthControllerResetCircuitBreakerResponse,
   HealthControllerGetMetricsResponse,
-  InfoControllerGetInfoResponse
+  InfoControllerGetInfoResponse,
+  SymbolControllerSearchData,
+  SymbolControllerSearchResponse,
+  SymbolControllerGetQuoteData,
+  SymbolControllerGetQuoteResponse
 } from './types.gen';
 
 export class BeanAccountsService {
@@ -314,7 +330,7 @@ export class BeanAccountsService {
    * @param data.type Filter by account type
    * @param data.status Filter by status
    * @param data.isCustom Filter by custom (user-created) accounts only
-   * @param data.search Search term for path or i18nKey
+   * @param data.search Search term for account path
    * @param data.limit Maximum number of results
    * @param data.offset Number of results to skip
    * @returns AccountListResponseDto Accounts retrieved successfully
@@ -476,6 +492,35 @@ export class BeanAccountsService {
       }
     });
   }
+
+  /**
+   * Post an opening-balance transaction
+   * Posts a double-entry opening-balance transaction against Equity:Opening-Balances for an existing Assets/Liabilities account. At most one active opening balance per account.
+   * @param data The data for the request.
+   * @param data.id Account UUID
+   * @param data.region Region code for tenant context
+   * @param data.requestBody
+   * @returns OpeningBalanceResultDto Opening-balance transaction created
+   * @throws ApiError
+   */
+  public static accountControllerAddOpeningBalance(
+    data: AccountControllerAddOpeningBalanceData
+  ): CancelablePromise<AccountControllerAddOpeningBalanceResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/{region}/bean/accounts/{id}/opening-balance',
+      path: {
+        id: data.id,
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        404: 'Account not found',
+        409: 'An opening balance already exists for this account'
+      }
+    });
+  }
 }
 
 export class BeanAccountStandardsService {
@@ -507,7 +552,7 @@ export class BeanAccountStandardsService {
 
   /**
    * Get template metadata for an account path
-   * Returns extendable status and root type for a template path.
+   * Returns root type for a template path.
    * @param data The data for the request.
    * @param data.region Region code for tenant context
    * @param data.path Account path to check
@@ -802,7 +847,7 @@ export class BeanBalancesService {
    * Query account balance
    * Calculate account balance at a specific date for a single currency
    * @param data The data for the request.
-   * @param data.account Account name (e.g., "Assets:Bank:Checking")
+   * @param data.account Account name (e.g., "Assets:Checking")
    * @param data.region Region code for tenant context
    * @param data.date Date to calculate balance at (ISO 8601 format)
    * @param data.currency Currency to query (e.g., "USD", "CNY")
@@ -1523,153 +1568,320 @@ export class BeanCommoditiesService {
   }
 }
 
-export class RecurringRulesService {
+export class BeanPricesService {
   /**
-   * Create a new recurring rule
-   * Creates a new recurring transaction rule for the authenticated user
+   * Create a new price
+   * Creates a new price entry for the authenticated user
    * @param data The data for the request.
    * @param data.region Region code for tenant context
    * @param data.requestBody
-   * @returns RecurringRuleResponseDto Rule created successfully
+   * @returns PriceResponseDto Price created successfully
    * @throws ApiError
    */
-  public static recurringRuleControllerCreate(
-    data: RecurringRuleControllerCreateData
-  ): CancelablePromise<RecurringRuleControllerCreateResponse> {
+  public static priceControllerCreate(
+    data: PriceControllerCreateData
+  ): CancelablePromise<PriceControllerCreateResponse> {
     return __request(OpenAPI, {
       method: 'POST',
-      url: '/api/v1/{region}/bean/recurring-rules',
+      url: '/api/v1/{region}/bean/prices',
       path: {
         region: data.region
       },
       body: data.requestBody,
       mediaType: 'application/json',
       errors: {
-        400: 'Invalid input data (e.g., autoCreate without accounts)',
-        409: 'Rule with same name already exists'
+        404: 'Currency or quoteCurrency commodity not found',
+        409: 'Price already exists for this currency pair and date'
       }
     });
   }
 
   /**
-   * List recurring rules
-   * Returns all recurring rules for the authenticated user with optional filtering
+   * List user prices
+   * Returns all price entries for the authenticated user with optional filtering
    * @param data The data for the request.
    * @param data.region Region code for tenant context
-   * @param data.isActive Filter by active status
-   * @param data.frequency Filter by frequency (WEEKLY, MONTHLY, etc.)
-   * @param data.hasAutoCreate Filter by autoCreate enabled
-   * @returns RecurringRuleResponseDto Rules retrieved successfully
+   * @param data.currency Filter by currency (e.g., BTC, AAPL, USD)
+   * @param data.quoteCurrency Filter by quote currency (pricing currency, e.g., USD, CNY)
+   * @param data.dateFrom Filter prices from this date (ISO 8601 format)
+   * @param data.dateTo Filter prices to this date (ISO 8601 format)
+   * @param data.search Search term for currency or quoteCurrency (case-insensitive partial match)
+   * @param data.page Page number for pagination (default: 1)
+   * @param data.limit Number of items per page (default: 20, max: 100)
+   * @returns PriceListResponseDto Prices retrieved successfully
    * @throws ApiError
    */
-  public static recurringRuleControllerFindAll(
-    data: RecurringRuleControllerFindAllData
-  ): CancelablePromise<RecurringRuleControllerFindAllResponse> {
+  public static priceControllerFindAll(
+    data: PriceControllerFindAllData
+  ): CancelablePromise<PriceControllerFindAllResponse> {
     return __request(OpenAPI, {
       method: 'GET',
-      url: '/api/v1/{region}/bean/recurring-rules',
+      url: '/api/v1/{region}/bean/prices',
       path: {
         region: data.region
       },
       query: {
-        isActive: data.isActive,
-        frequency: data.frequency,
-        hasAutoCreate: data.hasAutoCreate
+        currency: data.currency,
+        quoteCurrency: data.quoteCurrency,
+        dateFrom: data.dateFrom,
+        dateTo: data.dateTo,
+        search: data.search,
+        page: data.page,
+        limit: data.limit
       }
     });
   }
 
   /**
-   * Create recurring rule from transaction
-   * Auto-creates a recurring rule using transaction data. User only confirms frequency.
+   * Get price by ID
+   * Returns a single price entry by its ID
    * @param data The data for the request.
-   * @param data.transactionId Source transaction ID
+   * @param data.id Price ID
    * @param data.region Region code for tenant context
-   * @param data.requestBody
-   * @returns RecurringRuleResponseDto Rule created successfully
+   * @returns PriceResponseDto Price retrieved successfully
    * @throws ApiError
    */
-  public static recurringRuleControllerCreateFromTransaction(
-    data: RecurringRuleControllerCreateFromTransactionData
-  ): CancelablePromise<RecurringRuleControllerCreateFromTransactionResponse> {
+  public static priceControllerFindOne(
+    data: PriceControllerFindOneData
+  ): CancelablePromise<PriceControllerFindOneResponse> {
     return __request(OpenAPI, {
-      method: 'POST',
-      url: '/api/v1/{region}/bean/recurring-rules/from-transaction/{transactionId}',
+      method: 'GET',
+      url: '/api/v1/{region}/bean/prices/{id}',
       path: {
-        transactionId: data.transactionId,
+        id: data.id,
         region: data.region
       },
-      body: data.requestBody,
-      mediaType: 'application/json',
       errors: {
-        404: 'Transaction not found',
-        409: 'Rule with same name already exists or transaction already linked'
+        404: 'Price not found'
       }
     });
   }
 
   /**
-   * Get recurring rule by ID
-   * Returns a specific recurring rule with its details
+   * Update a price
+   * Updates an existing price entry
    * @param data The data for the request.
-   * @param data.id Rule ID
+   * @param data.id Price ID
    * @param data.region Region code for tenant context
-   * @returns RecurringRuleResponseDto Rule retrieved successfully
+   * @param data.requestBody
+   * @returns PriceResponseDto Price updated successfully
    * @throws ApiError
    */
-  public static recurringRuleControllerFindOne(
-    data: RecurringRuleControllerFindOneData
-  ): CancelablePromise<RecurringRuleControllerFindOneResponse> {
+  public static priceControllerUpdate(
+    data: PriceControllerUpdateData
+  ): CancelablePromise<PriceControllerUpdateResponse> {
     return __request(OpenAPI, {
-      method: 'GET',
-      url: '/api/v1/{region}/bean/recurring-rules/{id}',
+      method: 'PUT',
+      url: '/api/v1/{region}/bean/prices/{id}',
       path: {
         id: data.id,
         region: data.region
       },
+      body: data.requestBody,
+      mediaType: 'application/json',
       errors: {
-        404: 'Rule not found'
+        404: 'Price not found',
+        409: 'Updated price conflicts with existing price'
       }
     });
   }
 
   /**
-   * Update recurring rule
-   * Updates an existing recurring rule
+   * Delete a price
+   * Deletes a price entry (hard delete)
    * @param data The data for the request.
-   * @param data.id Rule ID
+   * @param data.id Price ID
    * @param data.region Region code for tenant context
-   * @param data.requestBody
-   * @returns RecurringRuleResponseDto Rule updated successfully
+   * @returns void Price deleted successfully
    * @throws ApiError
    */
-  public static recurringRuleControllerUpdate(
-    data: RecurringRuleControllerUpdateData
-  ): CancelablePromise<RecurringRuleControllerUpdateResponse> {
+  public static priceControllerDelete(
+    data: PriceControllerDeleteData
+  ): CancelablePromise<PriceControllerDeleteResponse> {
     return __request(OpenAPI, {
-      method: 'PATCH',
-      url: '/api/v1/{region}/bean/recurring-rules/{id}',
+      method: 'DELETE',
+      url: '/api/v1/{region}/bean/prices/{id}',
       path: {
         id: data.id,
         region: data.region
       },
-      body: data.requestBody,
-      mediaType: 'application/json',
       errors: {
-        400: 'Invalid input data',
-        404: 'Rule not found'
+        404: 'Price not found'
       }
     });
   }
 
   /**
-   * Delete recurring rule
-   * Soft deletes a recurring rule (sets isActive to false)
+   * Bulk create prices
+   * Creates multiple price entries at once (skips duplicates)
    * @param data The data for the request.
-   * @param data.id Rule ID
    * @param data.region Region code for tenant context
-   * @returns void Rule deleted successfully
-   * @throws ApiError
+   * @param data.requestBody
+   * @returns PriceResponseDto Prices created successfully
+   * @throws ApiError
+   */
+  public static priceControllerBulkCreate(
+    data: PriceControllerBulkCreateData
+  ): CancelablePromise<PriceControllerBulkCreateResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/{region}/bean/prices/bulk',
+      path: {
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json'
+    });
+  }
+}
+
+export class RecurringRulesService {
+  /**
+   * Create a new recurring rule
+   * Creates a new recurring transaction rule for the authenticated user
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context
+   * @param data.requestBody
+   * @returns RecurringRuleResponseDto Rule created successfully
+   * @throws ApiError
+   */
+  public static recurringRuleControllerCreate(
+    data: RecurringRuleControllerCreateData
+  ): CancelablePromise<RecurringRuleControllerCreateResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/{region}/bean/recurring-rules',
+      path: {
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        400: 'Invalid input data (e.g., autoCreate without accounts)',
+        409: 'Rule with same name already exists'
+      }
+    });
+  }
+
+  /**
+   * List recurring rules
+   * Returns all recurring rules for the authenticated user with optional filtering
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context
+   * @param data.isActive Filter by active status
+   * @param data.frequency Filter by frequency (WEEKLY, MONTHLY, etc.)
+   * @param data.hasAutoCreate Filter by autoCreate enabled
+   * @returns RecurringRuleResponseDto Rules retrieved successfully
+   * @throws ApiError
+   */
+  public static recurringRuleControllerFindAll(
+    data: RecurringRuleControllerFindAllData
+  ): CancelablePromise<RecurringRuleControllerFindAllResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/{region}/bean/recurring-rules',
+      path: {
+        region: data.region
+      },
+      query: {
+        isActive: data.isActive,
+        frequency: data.frequency,
+        hasAutoCreate: data.hasAutoCreate
+      }
+    });
+  }
+
+  /**
+   * Create recurring rule from transaction
+   * Auto-creates a recurring rule using transaction data. User only confirms frequency.
+   * @param data The data for the request.
+   * @param data.transactionId Source transaction ID
+   * @param data.region Region code for tenant context
+   * @param data.requestBody
+   * @returns RecurringRuleResponseDto Rule created successfully
+   * @throws ApiError
+   */
+  public static recurringRuleControllerCreateFromTransaction(
+    data: RecurringRuleControllerCreateFromTransactionData
+  ): CancelablePromise<RecurringRuleControllerCreateFromTransactionResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/{region}/bean/recurring-rules/from-transaction/{transactionId}',
+      path: {
+        transactionId: data.transactionId,
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        404: 'Transaction not found',
+        409: 'Rule with same name already exists or transaction already linked'
+      }
+    });
+  }
+
+  /**
+   * Get recurring rule by ID
+   * Returns a specific recurring rule with its details
+   * @param data The data for the request.
+   * @param data.id Rule ID
+   * @param data.region Region code for tenant context
+   * @returns RecurringRuleResponseDto Rule retrieved successfully
+   * @throws ApiError
+   */
+  public static recurringRuleControllerFindOne(
+    data: RecurringRuleControllerFindOneData
+  ): CancelablePromise<RecurringRuleControllerFindOneResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/{region}/bean/recurring-rules/{id}',
+      path: {
+        id: data.id,
+        region: data.region
+      },
+      errors: {
+        404: 'Rule not found'
+      }
+    });
+  }
+
+  /**
+   * Update recurring rule
+   * Updates an existing recurring rule
+   * @param data The data for the request.
+   * @param data.id Rule ID
+   * @param data.region Region code for tenant context
+   * @param data.requestBody
+   * @returns RecurringRuleResponseDto Rule updated successfully
+   * @throws ApiError
+   */
+  public static recurringRuleControllerUpdate(
+    data: RecurringRuleControllerUpdateData
+  ): CancelablePromise<RecurringRuleControllerUpdateResponse> {
+    return __request(OpenAPI, {
+      method: 'PATCH',
+      url: '/api/v1/{region}/bean/recurring-rules/{id}',
+      path: {
+        id: data.id,
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        400: 'Invalid input data',
+        404: 'Rule not found'
+      }
+    });
+  }
+
+  /**
+   * Delete recurring rule
+   * Soft deletes a recurring rule (sets isActive to false)
+   * @param data The data for the request.
+   * @param data.id Rule ID
+   * @param data.region Region code for tenant context
+   * @returns void Rule deleted successfully
+   * @throws ApiError
    */
   public static recurringRuleControllerDelete(
     data: RecurringRuleControllerDeleteData
@@ -1953,279 +2165,158 @@ export class RecurringForecastService {
   }
 }
 
-export class BeanTransactionRulesService {
+export class ReportingService {
   /**
-   * Create a new transaction rule (or upsert if upsertByPayee=true)
-   * Creates a new rule. If upsertByPayee=true, updates existing rule matching payeeKeywords[0] instead of creating duplicate.
+   * Get portfolio value trends
+   *
+   * Returns time series data of portfolio net worth.
+   *
+   * **Multi-currency Support:**
+   * - `series[].byCurrency` - Currency breakdown for each data point
+   * - `byCurrency` - Separate time series grouped by currency
+   * - `warnings` - Exchange rate warnings if conversion failed
+   *
+   * **Parameters:**
+   * - `period`: Time period (1m, 3m, 6m, 1y)
+   * - `granularity`: Data granularity (day, week, month)
+   *
    * @param data The data for the request.
    * @param data.region Region code for tenant context
-   * @param data.requestBody
-   * @returns TransactionRuleResponseDto Rule updated successfully (upsert mode)
+   * @param data.period Time period
+   * @param data.granularity Data granularity
+   * @returns PortfolioTrendsResponseDto Trends retrieved successfully
    * @throws ApiError
    */
-  public static transactionRuleControllerCreate(
-    data: TransactionRuleControllerCreateData
-  ): CancelablePromise<TransactionRuleControllerCreateResponse> {
+  public static reportingControllerGetPortfolioTrends(
+    data: ReportingControllerGetPortfolioTrendsData
+  ): CancelablePromise<ReportingControllerGetPortfolioTrendsResponse> {
     return __request(OpenAPI, {
-      method: 'POST',
-      url: '/api/v1/{region}/bean/transaction-rules',
+      method: 'GET',
+      url: '/api/v1/{region}/reporting/portfolio/trends',
       path: {
         region: data.region
       },
-      body: data.requestBody,
-      mediaType: 'application/json',
+      query: {
+        period: data.period,
+        granularity: data.granularity
+      },
       errors: {
-        400: 'Validation failed',
-        401: 'Unauthorized',
-        409: 'Resource conflict - another process is updating this rule'
+        401: 'User not authenticated'
       }
     });
   }
 
   /**
-   * Get all transaction rules for user
+   * Get cash-flow trends
+   *
+   * Monthly income / expense / netSavings over a fixed N-month window
+   * (current month + N−1 prior). Missing months are zero-filled (flow metric).
+   *
+   * **Parameters:**
+   * - `period`: 1m | 3m | 6m | 1y (default 6m)
+   * - `granularity`: accepted for API symmetry; v1 returns month buckets
+   *
    * @param data The data for the request.
    * @param data.region Region code for tenant context
-   * @param data.limit Max results per page (default: 20, max: 100)
-   * @param data.offset Pagination offset (default: 0)
-   * @param data.enabled Filter by enabled status
-   * @param data.learningSource Filter by learning source. Omit this parameter or pass empty string to get manually created rules (learningSource is null in database).
-   * @param data.autoApplyEnabled Filter by auto-apply status
-   * @returns TransactionRuleListResponseDto List of rules
+   * @param data.period Time period
+   * @param data.granularity Data granularity (accepted for API symmetry; v1 returns month buckets)
+   * @returns CashFlowTrendsResponseDto Cash-flow trends retrieved successfully
    * @throws ApiError
    */
-  public static transactionRuleControllerList(
-    data: TransactionRuleControllerListData
-  ): CancelablePromise<TransactionRuleControllerListResponse> {
+  public static reportingControllerGetCashFlowTrends(
+    data: ReportingControllerGetCashFlowTrendsData
+  ): CancelablePromise<ReportingControllerGetCashFlowTrendsResponse> {
     return __request(OpenAPI, {
       method: 'GET',
-      url: '/api/v1/{region}/bean/transaction-rules',
+      url: '/api/v1/{region}/reporting/cash-flow/trends',
       path: {
         region: data.region
       },
       query: {
-        limit: data.limit,
-        offset: data.offset,
-        enabled: data.enabled,
-        learningSource: data.learningSource,
-        autoApplyEnabled: data.autoApplyEnabled
+        period: data.period,
+        granularity: data.granularity
       },
       errors: {
-        401: 'Unauthorized'
+        401: 'User not authenticated'
       }
     });
   }
 
   /**
-   * Validate transaction rule configuration
-   * @param data The data for the request.
-   * @param data.region Region code for tenant context
-   * @param data.requestBody
-   * @returns ValidateRuleResponseDto Validation result
-   * @throws ApiError
-   */
-  public static transactionRuleControllerValidate(
-    data: TransactionRuleControllerValidateData
-  ): CancelablePromise<TransactionRuleControllerValidateResponse> {
-    return __request(OpenAPI, {
-      method: 'POST',
-      url: '/api/v1/{region}/bean/transaction-rules/validate',
-      path: {
-        region: data.region
-      },
-      body: data.requestBody,
-      mediaType: 'application/json',
-      errors: {
-        400: 'Validation failed',
-        401: 'Unauthorized'
-      }
-    });
-  }
-
-  /**
-   * Bulk create transaction rules
+   * Generate portfolio snapshot
+   *
+   * Manually generate a portfolio snapshot for a specific date.
+   *
+   * **Multi-currency Support:**
+   * - Fetches balances grouped by currency
+   * - Uses user's baseCurrency setting for conversion
+   * - Stores exchange rates and warnings
+   *
+   * **Use Cases:**
+   * - Testing snapshot generation
+   * - Force regeneration after data correction
+   * - Initial setup for new users
+   *
    * @param data The data for the request.
    * @param data.region Region code for tenant context
-   * @param data.requestBody
-   * @returns BulkCreateRulesResponseDto Bulk create completed
+   * @param data.requestBody Optional date (defaults to today)
+   * @returns GenerateSnapshotResponse Snapshot generated successfully
    * @throws ApiError
    */
-  public static transactionRuleControllerBulkCreate(
-    data: TransactionRuleControllerBulkCreateData
-  ): CancelablePromise<TransactionRuleControllerBulkCreateResponse> {
+  public static reportingControllerGenerateSnapshot(
+    data: ReportingControllerGenerateSnapshotData
+  ): CancelablePromise<ReportingControllerGenerateSnapshotResponse> {
     return __request(OpenAPI, {
       method: 'POST',
-      url: '/api/v1/{region}/bean/transaction-rules/bulk',
-      path: {
-        region: data.region
-      },
-      body: data.requestBody,
-      mediaType: 'application/json',
-      errors: {
-        400: 'Invalid bulk create data',
-        401: 'Unauthorized'
-      }
-    });
-  }
-
-  /**
-   * Export transaction rules
-   * @param data The data for the request.
-   * @param data.format Export format (currently only JSON supported)
-   * @param data.region Region code for tenant context
-   * @returns ExportRulesResponseDto Exported rules
-   * @throws ApiError
-   */
-  public static transactionRuleControllerExport(
-    data: TransactionRuleControllerExportData
-  ): CancelablePromise<TransactionRuleControllerExportResponse> {
-    return __request(OpenAPI, {
-      method: 'GET',
-      url: '/api/v1/{region}/bean/transaction-rules/export/{format}',
-      path: {
-        format: data.format,
-        region: data.region
-      },
-      errors: {
-        400: 'Unsupported format',
-        401: 'Unauthorized'
-      }
-    });
-  }
-
-  /**
-   * Get transaction rule statistics
-   * @param data The data for the request.
-   * @param data.period Statistics time period
-   * @param data.region Region code for tenant context
-   * @returns RuleStatisticsResponseDto Rule statistics
-   * @throws ApiError
-   */
-  public static transactionRuleControllerGetStatistics(
-    data: TransactionRuleControllerGetStatisticsData
-  ): CancelablePromise<TransactionRuleControllerGetStatisticsResponse> {
-    return __request(OpenAPI, {
-      method: 'GET',
-      url: '/api/v1/{region}/bean/transaction-rules/statistics/{period}',
-      path: {
-        period: data.period,
-        region: data.region
-      },
-      errors: {
-        401: 'Unauthorized'
-      }
-    });
-  }
-
-  /**
-   * Get transaction rule detail
-   * @param data The data for the request.
-   * @param data.ruleId Rule ID
-   * @param data.region Region code for tenant context
-   * @returns TransactionRuleResponseDto Rule details
-   * @throws ApiError
-   */
-  public static transactionRuleControllerGetDetail(
-    data: TransactionRuleControllerGetDetailData
-  ): CancelablePromise<TransactionRuleControllerGetDetailResponse> {
-    return __request(OpenAPI, {
-      method: 'GET',
-      url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
-      path: {
-        ruleId: data.ruleId,
-        region: data.region
-      },
-      errors: {
-        401: 'Unauthorized',
-        403: 'Forbidden - not owner of rule',
-        404: 'Rule not found'
-      }
-    });
-  }
-
-  /**
-   * Update a transaction rule
-   * @param data The data for the request.
-   * @param data.ruleId Rule ID to update
-   * @param data.region Region code for tenant context
-   * @param data.requestBody
-   * @returns TransactionRuleResponseDto Rule updated successfully
-   * @throws ApiError
-   */
-  public static transactionRuleControllerUpdate(
-    data: TransactionRuleControllerUpdateData
-  ): CancelablePromise<TransactionRuleControllerUpdateResponse> {
-    return __request(OpenAPI, {
-      method: 'PUT',
-      url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
+      url: '/api/v1/{region}/reporting/snapshots/generate',
       path: {
-        ruleId: data.ruleId,
         region: data.region
       },
       body: data.requestBody,
       mediaType: 'application/json',
       errors: {
-        400: 'Validation failed',
-        401: 'Unauthorized',
-        403: 'Forbidden - not owner of rule',
-        404: 'Rule not found',
-        409: 'Resource conflict - rule is being modified by another process'
-      }
-    });
-  }
-
-  /**
-   * Delete a transaction rule
-   * @param data The data for the request.
-   * @param data.ruleId Rule ID to delete
-   * @param data.region Region code for tenant context
-   * @returns void Rule deleted successfully
-   * @throws ApiError
-   */
-  public static transactionRuleControllerDelete(
-    data: TransactionRuleControllerDeleteData
-  ): CancelablePromise<TransactionRuleControllerDeleteResponse> {
-    return __request(OpenAPI, {
-      method: 'DELETE',
-      url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
-      path: {
-        ruleId: data.ruleId,
-        region: data.region
-      },
-      errors: {
-        401: 'Unauthorized',
-        403: 'Forbidden - not owner of rule',
-        404: 'Rule not found',
-        409: 'Resource conflict - rule is being modified by another process'
+        400: 'Invalid date format',
+        401: 'User not authenticated'
       }
     });
   }
 
   /**
-   * Test rule matching
+   * Backfill portfolio snapshots
+   *
+   * Generate snapshots for a date range (historical data backfill).
+   *
+   * **Multi-currency Support:**
+   * - Each snapshot includes multi-currency data
+   * - Uses exchange rates available at generation time
+   * - Warnings stored for missing exchange rates
+   *
+   * **Best Practices:**
+   * - Use for initial setup after account configuration
+   * - Run during low-traffic periods for large date ranges
+   * - Existing snapshots are skipped (not regenerated)
+   *
    * @param data The data for the request.
-   * @param data.ruleId Rule ID to test
    * @param data.region Region code for tenant context
    * @param data.requestBody
-   * @returns TestRuleResponseDto Test result
+   * @returns BackfillSnapshotsResponse Backfill completed successfully
    * @throws ApiError
    */
-  public static transactionRuleControllerTest(
-    data: TransactionRuleControllerTestData
-  ): CancelablePromise<TransactionRuleControllerTestResponse> {
+  public static reportingControllerBackfillSnapshots(
+    data: ReportingControllerBackfillSnapshotsData
+  ): CancelablePromise<ReportingControllerBackfillSnapshotsResponse> {
     return __request(OpenAPI, {
       method: 'POST',
-      url: '/api/v1/{region}/bean/transaction-rules/{ruleId}/test',
+      url: '/api/v1/{region}/reporting/snapshots/backfill',
       path: {
-        ruleId: data.ruleId,
         region: data.region
       },
       body: data.requestBody,
       mediaType: 'application/json',
       errors: {
-        401: 'Unauthorized',
-        403: 'Forbidden - not owner of rule',
-        404: 'Rule not found'
+        400: 'Invalid date format or range',
+        401: 'User not authenticated',
+        409: 'Backfill already in progress for this user'
       }
     });
   }
@@ -2277,7 +2368,7 @@ export class UsersService {
    * Create a new account with auto-generated access token. Protected by Cloudflare Turnstile to prevent automated signup (when enabled).
    * @param data The data for the request.
    * @param data.requestBody
-   * @returns unknown User created successfully
+   * @returns SignupResponseDto User created successfully
    * @throws ApiError
    */
   public static userControllerSignupUser(
@@ -2486,52 +2577,330 @@ export class PropertiesService {
   }
 }
 
-export class LifeEventsService {
+export class BeanTransactionRulesService {
   /**
-   * Create a new life event
-   * Creates a new life event entry for the authenticated user. Returns ETag header carrying the row updatedAt.
+   * Create a new transaction rule (or upsert if upsertByPayee=true)
+   * Creates a new rule. If upsertByPayee=true, updates existing rule matching payeeKeywords[0] instead of creating duplicate.
    * @param data The data for the request.
-   * @param data.region Region code for tenant context (decorative for life events)
+   * @param data.region Region code for tenant context
    * @param data.requestBody
-   * @returns EventResponseDto Life event created successfully
+   * @returns TransactionRuleResponseDto Rule updated successfully (upsert mode)
    * @throws ApiError
    */
-  public static eventControllerCreate(
-    data: EventControllerCreateData
-  ): CancelablePromise<EventControllerCreateResponse> {
+  public static transactionRuleControllerCreate(
+    data: TransactionRuleControllerCreateData
+  ): CancelablePromise<TransactionRuleControllerCreateResponse> {
     return __request(OpenAPI, {
       method: 'POST',
-      url: '/api/v1/{region}/bean/events',
+      url: '/api/v1/{region}/bean/transaction-rules',
       path: {
         region: data.region
       },
       body: data.requestBody,
       mediaType: 'application/json',
       errors: {
-        409: 'Life event already exists for this (userId, type, date) combination'
+        400: 'Validation failed',
+        401: 'Unauthorized',
+        409: 'Resource conflict - another process is updating this rule'
       }
     });
   }
 
   /**
-   * List user life events
-   * Returns life events for the authenticated user with optional filtering by type, description search, and date range.
+   * Get all transaction rules for user
    * @param data The data for the request.
-   * @param data.region Region code for tenant context (decorative for life events)
-   * @param data.type Filter by life event type (exact match)
-   * @param data.q Search term for description (case-insensitive partial match)
-   * @param data.from Filter life events from this date (ISO 8601 format)
-   * @param data.to Filter life events to this date (ISO 8601 format)
-   * @param data.page Page number for pagination (default: 1)
-   * @param data.limit Number of items per page (default: 20, max: 100)
-   * @returns EventListResponseDto Life events retrieved successfully
+   * @param data.region Region code for tenant context
+   * @param data.limit Max results per page (default: 20, max: 100)
+   * @param data.offset Pagination offset (default: 0)
+   * @param data.enabled Filter by enabled status
+   * @param data.learningSource Filter by learning source. Omit this parameter or pass empty string to get manually created rules (learningSource is null in database).
+   * @param data.autoApplyEnabled Filter by auto-apply status
+   * @returns TransactionRuleListResponseDto List of rules
    * @throws ApiError
    */
-  public static eventControllerFindAll(
-    data: EventControllerFindAllData
-  ): CancelablePromise<EventControllerFindAllResponse> {
-    return __request(OpenAPI, {
-      method: 'GET',
+  public static transactionRuleControllerList(
+    data: TransactionRuleControllerListData
+  ): CancelablePromise<TransactionRuleControllerListResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/{region}/bean/transaction-rules',
+      path: {
+        region: data.region
+      },
+      query: {
+        limit: data.limit,
+        offset: data.offset,
+        enabled: data.enabled,
+        learningSource: data.learningSource,
+        autoApplyEnabled: data.autoApplyEnabled
+      },
+      errors: {
+        401: 'Unauthorized'
+      }
+    });
+  }
+
+  /**
+   * Validate transaction rule configuration
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context
+   * @param data.requestBody
+   * @returns ValidateRuleResponseDto Validation result
+   * @throws ApiError
+   */
+  public static transactionRuleControllerValidate(
+    data: TransactionRuleControllerValidateData
+  ): CancelablePromise<TransactionRuleControllerValidateResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/{region}/bean/transaction-rules/validate',
+      path: {
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        400: 'Validation failed',
+        401: 'Unauthorized'
+      }
+    });
+  }
+
+  /**
+   * Bulk create transaction rules
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context
+   * @param data.requestBody
+   * @returns BulkCreateRulesResponseDto Bulk create completed
+   * @throws ApiError
+   */
+  public static transactionRuleControllerBulkCreate(
+    data: TransactionRuleControllerBulkCreateData
+  ): CancelablePromise<TransactionRuleControllerBulkCreateResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/{region}/bean/transaction-rules/bulk',
+      path: {
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        400: 'Invalid bulk create data',
+        401: 'Unauthorized'
+      }
+    });
+  }
+
+  /**
+   * Export transaction rules
+   * @param data The data for the request.
+   * @param data.format Export format (currently only JSON supported)
+   * @param data.region Region code for tenant context
+   * @returns ExportRulesResponseDto Exported rules
+   * @throws ApiError
+   */
+  public static transactionRuleControllerExport(
+    data: TransactionRuleControllerExportData
+  ): CancelablePromise<TransactionRuleControllerExportResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/{region}/bean/transaction-rules/export/{format}',
+      path: {
+        format: data.format,
+        region: data.region
+      },
+      errors: {
+        400: 'Unsupported format',
+        401: 'Unauthorized'
+      }
+    });
+  }
+
+  /**
+   * Get transaction rule statistics
+   * @param data The data for the request.
+   * @param data.period Statistics time period
+   * @param data.region Region code for tenant context
+   * @returns RuleStatisticsResponseDto Rule statistics
+   * @throws ApiError
+   */
+  public static transactionRuleControllerGetStatistics(
+    data: TransactionRuleControllerGetStatisticsData
+  ): CancelablePromise<TransactionRuleControllerGetStatisticsResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/{region}/bean/transaction-rules/statistics/{period}',
+      path: {
+        period: data.period,
+        region: data.region
+      },
+      errors: {
+        401: 'Unauthorized'
+      }
+    });
+  }
+
+  /**
+   * Get transaction rule detail
+   * @param data The data for the request.
+   * @param data.ruleId Rule ID
+   * @param data.region Region code for tenant context
+   * @returns TransactionRuleResponseDto Rule details
+   * @throws ApiError
+   */
+  public static transactionRuleControllerGetDetail(
+    data: TransactionRuleControllerGetDetailData
+  ): CancelablePromise<TransactionRuleControllerGetDetailResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
+      path: {
+        ruleId: data.ruleId,
+        region: data.region
+      },
+      errors: {
+        401: 'Unauthorized',
+        403: 'Forbidden - not owner of rule',
+        404: 'Rule not found'
+      }
+    });
+  }
+
+  /**
+   * Update a transaction rule
+   * @param data The data for the request.
+   * @param data.ruleId Rule ID to update
+   * @param data.region Region code for tenant context
+   * @param data.requestBody
+   * @returns TransactionRuleResponseDto Rule updated successfully
+   * @throws ApiError
+   */
+  public static transactionRuleControllerUpdate(
+    data: TransactionRuleControllerUpdateData
+  ): CancelablePromise<TransactionRuleControllerUpdateResponse> {
+    return __request(OpenAPI, {
+      method: 'PUT',
+      url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
+      path: {
+        ruleId: data.ruleId,
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        400: 'Validation failed',
+        401: 'Unauthorized',
+        403: 'Forbidden - not owner of rule',
+        404: 'Rule not found',
+        409: 'Resource conflict - rule is being modified by another process'
+      }
+    });
+  }
+
+  /**
+   * Delete a transaction rule
+   * @param data The data for the request.
+   * @param data.ruleId Rule ID to delete
+   * @param data.region Region code for tenant context
+   * @returns void Rule deleted successfully
+   * @throws ApiError
+   */
+  public static transactionRuleControllerDelete(
+    data: TransactionRuleControllerDeleteData
+  ): CancelablePromise<TransactionRuleControllerDeleteResponse> {
+    return __request(OpenAPI, {
+      method: 'DELETE',
+      url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
+      path: {
+        ruleId: data.ruleId,
+        region: data.region
+      },
+      errors: {
+        401: 'Unauthorized',
+        403: 'Forbidden - not owner of rule',
+        404: 'Rule not found',
+        409: 'Resource conflict - rule is being modified by another process'
+      }
+    });
+  }
+
+  /**
+   * Test rule matching
+   * @param data The data for the request.
+   * @param data.ruleId Rule ID to test
+   * @param data.region Region code for tenant context
+   * @param data.requestBody
+   * @returns TestRuleResponseDto Test result
+   * @throws ApiError
+   */
+  public static transactionRuleControllerTest(
+    data: TransactionRuleControllerTestData
+  ): CancelablePromise<TransactionRuleControllerTestResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/{region}/bean/transaction-rules/{ruleId}/test',
+      path: {
+        ruleId: data.ruleId,
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        401: 'Unauthorized',
+        403: 'Forbidden - not owner of rule',
+        404: 'Rule not found'
+      }
+    });
+  }
+}
+
+export class LifeEventsService {
+  /**
+   * Create a new life event
+   * Creates a new life event entry for the authenticated user. Returns ETag header carrying the row updatedAt.
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context (decorative for life events)
+   * @param data.requestBody
+   * @returns EventResponseDto Life event created successfully
+   * @throws ApiError
+   */
+  public static eventControllerCreate(
+    data: EventControllerCreateData
+  ): CancelablePromise<EventControllerCreateResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/{region}/bean/events',
+      path: {
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        409: 'Life event already exists for this (userId, type, date) combination'
+      }
+    });
+  }
+
+  /**
+   * List user life events
+   * Returns life events for the authenticated user with optional filtering by type, description search, and date range.
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context (decorative for life events)
+   * @param data.type Filter by life event type (exact match)
+   * @param data.q Search term for description (case-insensitive partial match)
+   * @param data.from Filter life events from this date (ISO 8601 format)
+   * @param data.to Filter life events to this date (ISO 8601 format)
+   * @param data.page Page number for pagination (default: 1)
+   * @param data.limit Number of items per page (default: 20, max: 100)
+   * @returns EventListResponseDto Life events retrieved successfully
+   * @throws ApiError
+   */
+  public static eventControllerFindAll(
+    data: EventControllerFindAllData
+  ): CancelablePromise<EventControllerFindAllResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
       url: '/api/v1/{region}/bean/events',
       path: {
         region: data.region
@@ -2661,6 +3030,33 @@ export class LifeEventsService {
   }
 }
 
+export class OnboardingService {
+  /**
+   * Bootstrap core accounts + register asset accounts with opening balances (ADR-0113)
+   * @param data The data for the request.
+   * @param data.region Region code for tenant context
+   * @param data.requestBody
+   * @returns unknown Onboarding bootstrap result.
+   * @throws ApiError
+   */
+  public static onboardingControllerBootstrap(
+    data: OnboardingControllerBootstrapData
+  ): CancelablePromise<OnboardingControllerBootstrapResponse> {
+    return __request(OpenAPI, {
+      method: 'POST',
+      url: '/api/v1/{region}/bean/onboarding',
+      path: {
+        region: data.region
+      },
+      body: data.requestBody,
+      mediaType: 'application/json',
+      errors: {
+        422: 'Invalid region/account path/duplicate paths.'
+      }
+    });
+  }
+}
+
 export class BalanceReconciliationService {
   /**
    * Preview reconciliation (book vs actual)
@@ -2945,216 +3341,196 @@ export class BeanImportService {
   }
 }
 
-export class BeanPlatformsService {
-  /**
-   * Get all platforms with statistics
-   * @returns unknown List of platforms with binding and account counts
-   * @throws ApiError
-   */
-  public static platformControllerFindAll(): CancelablePromise<PlatformControllerFindAllResponse> {
-    return __request(OpenAPI, {
-      method: 'GET',
-      url: '/api/v1/bean/platforms'
-    });
-  }
-
+export class ProviderSyncService {
   /**
-   * Create a new platform
+   * Sync transactions from financial data provider
+   *
+   * Accepts raw transactions from external financial data providers, transforms them to Beancount format, and processes them through the ingestion pipeline.
+   *
+   * **Supported Providers:**
+   * - **plaid**: Plaid API (US, Canada, Europe)
+   * - **teller**: Teller API (US)
+   * - **truelayer**: TrueLayer Open Banking (UK, Europe)
+   * - **gocardless**: GoCardless Bank Account Data (Europe)
+   * - **simplefin**: SimpleFIN (Self-hosted)
+   * - **yodlee**: Yodlee (Global)
+   * - **beancount-direct**: Beancount format transactions
+   * - **parsed-bill**: Client-side parsed bill transactions
+   *
+   * **Processing Flow:**
+   * 1. Transform raw data via provider adapter
+   * 2. Validate transaction format
+   * 3. Deduplicate using originalId
+   * 4. Classify using rule engine
+   * 5. Route low-confidence to Review Center
+   * 6. Persist validated transactions
+   *
    * @param data The data for the request.
+   * @param data.providerName Provider name
+   * @param data.region Region code for tenant context
    * @param data.requestBody
-   * @returns unknown Platform created successfully
+   * @returns ProviderSyncResponseDto Sync completed successfully
    * @throws ApiError
    */
-  public static platformControllerCreate(
-    data: PlatformControllerCreateData
-  ): CancelablePromise<PlatformControllerCreateResponse> {
+  public static providerSyncControllerSync(
+    data: ProviderSyncControllerSyncData
+  ): CancelablePromise<ProviderSyncControllerSyncResponse> {
     return __request(OpenAPI, {
       method: 'POST',
-      url: '/api/v1/bean/platforms',
+      url: '/api/v1/{region}/bean/import/provider/{providerName}/sync',
+      path: {
+        providerName: data.providerName,
+        region: data.region
+      },
       body: data.requestBody,
       mediaType: 'application/json',
       errors: {
-        409: 'Platform already exists'
+        400: 'Invalid request data',
+        401: 'Missing or invalid authentication',
+        404: 'Provider not supported'
       }
     });
   }
 
   /**
-   * Get platform list for current user
-   * @returns unknown List of platforms with user binding status
-   * @throws ApiError
-   */
-  public static platformControllerGetPlatformList(): CancelablePromise<PlatformControllerGetPlatformListResponse> {
-    return __request(OpenAPI, {
-      method: 'GET',
-      url: '/api/v1/bean/platforms/list'
-    });
-  }
-
-  /**
-   * Match platforms by name or alias
+   * Get supported providers
+   * Returns a list of all providers supported by the sync endpoint.
    * @param data The data for the request.
-   * @param data.q Search query — Chinese name, English name, or abbreviation
-   * @param data.region Region code for category override lookup
-   * @returns unknown List of matching platforms with suggested segment names
+   * @param data.region Region code for tenant context
+   * @returns SupportedProvidersResponseDto List of supported providers
    * @throws ApiError
    */
-  public static platformControllerMatchPlatforms(
-    data: PlatformControllerMatchPlatformsData
-  ): CancelablePromise<PlatformControllerMatchPlatformsResponse> {
+  public static providerSyncControllerGetSupportedProviders(
+    data: ProviderSyncControllerGetSupportedProvidersData
+  ): CancelablePromise<ProviderSyncControllerGetSupportedProvidersResponse> {
     return __request(OpenAPI, {
       method: 'GET',
-      url: '/api/v1/bean/platforms/match',
-      query: {
-        q: data.q,
+      url: '/api/v1/{region}/bean/import/provider/supported',
+      path: {
         region: data.region
+      },
+      errors: {
+        401: 'Missing or invalid authentication'
       }
     });
   }
 
   /**
-   * Update a platform
+   * Check if provider is supported
+   * Returns whether a specific provider is supported.
    * @param data The data for the request.
-   * @param data.id Platform ID
-   * @param data.requestBody
-   * @returns unknown Platform updated successfully
+   * @param data.providerName Provider name to check
+   * @param data.region Region code for tenant context
+   * @returns unknown Provider support status
    * @throws ApiError
    */
-  public static platformControllerUpdate(
-    data: PlatformControllerUpdateData
-  ): CancelablePromise<PlatformControllerUpdateResponse> {
+  public static providerSyncControllerIsProviderSupported(
+    data: ProviderSyncControllerIsProviderSupportedData
+  ): CancelablePromise<ProviderSyncControllerIsProviderSupportedResponse> {
     return __request(OpenAPI, {
-      method: 'PUT',
-      url: '/api/v1/bean/platforms/{id}',
+      method: 'GET',
+      url: '/api/v1/{region}/bean/import/provider/{providerName}/supported',
       path: {
-        id: data.id
+        providerName: data.providerName,
+        region: data.region
       },
-      body: data.requestBody,
-      mediaType: 'application/json',
       errors: {
-        404: 'Platform not found'
+        401: 'Missing or invalid authentication'
       }
     });
   }
+}
 
+export class ExternalAccountLinksService {
   /**
-   * Delete a platform
+   * Create an external account → BeanAccount mapping (ADR-0113)
    * @param data The data for the request.
-   * @param data.id Platform ID
-   * @returns void Platform deleted successfully
+   * @param data.region Region code for tenant context
+   * @param data.requestBody
+   * @returns ExternalAccountLinkResponseDto Link created.
    * @throws ApiError
    */
-  public static platformControllerDelete(
-    data: PlatformControllerDeleteData
-  ): CancelablePromise<PlatformControllerDeleteResponse> {
+  public static externalAccountLinkControllerCreate(
+    data: ExternalAccountLinkControllerCreateData
+  ): CancelablePromise<ExternalAccountLinkControllerCreateResponse> {
     return __request(OpenAPI, {
-      method: 'DELETE',
-      url: '/api/v1/bean/platforms/{id}',
+      method: 'POST',
+      url: '/api/v1/{region}/bean/external-account-links',
       path: {
-        id: data.id
+        region: data.region
       },
+      body: data.requestBody,
+      mediaType: 'application/json',
       errors: {
-        404: 'Platform not found'
+        422: 'beanAccountId not owned, or an active link already exists.'
       }
     });
   }
-}
 
-export class ProviderSyncService {
   /**
-   * Sync transactions from financial data provider
-   *
-   * Accepts raw transactions from external financial data providers, transforms them to Beancount format, and processes them through the ingestion pipeline.
-   *
-   * **Supported Providers:**
-   * - **plaid**: Plaid API (US, Canada, Europe)
-   * - **teller**: Teller API (US)
-   * - **truelayer**: TrueLayer Open Banking (UK, Europe)
-   * - **gocardless**: GoCardless Bank Account Data (Europe)
-   * - **simplefin**: SimpleFIN (Self-hosted)
-   * - **yodlee**: Yodlee (Global)
-   * - **beancount-direct**: Beancount format transactions
-   * - **parsed-bill**: Client-side parsed bill transactions
-   *
-   * **Processing Flow:**
-   * 1. Transform raw data via provider adapter
-   * 2. Validate transaction format
-   * 3. Deduplicate using originalId
-   * 4. Classify using rule engine
-   * 5. Route low-confidence to Review Center
-   * 6. Persist validated transactions
-   *
+   * List the user's active external account links
    * @param data The data for the request.
-   * @param data.providerName Provider name
+   * @param data.provider
    * @param data.region Region code for tenant context
-   * @param data.requestBody
-   * @returns ProviderSyncResponseDto Sync completed successfully
+   * @returns ExternalAccountLinkListResponseDto Links retrieved.
    * @throws ApiError
    */
-  public static providerSyncControllerSync(
-    data: ProviderSyncControllerSyncData
-  ): CancelablePromise<ProviderSyncControllerSyncResponse> {
+  public static externalAccountLinkControllerFindAll(
+    data: ExternalAccountLinkControllerFindAllData
+  ): CancelablePromise<ExternalAccountLinkControllerFindAllResponse> {
     return __request(OpenAPI, {
-      method: 'POST',
-      url: '/api/v1/{region}/bean/import/provider/{providerName}/sync',
+      method: 'GET',
+      url: '/api/v1/{region}/bean/external-account-links',
       path: {
-        providerName: data.providerName,
         region: data.region
       },
-      body: data.requestBody,
-      mediaType: 'application/json',
-      errors: {
-        400: 'Invalid request data',
-        401: 'Missing or invalid authentication',
-        404: 'Provider not supported'
+      query: {
+        provider: data.provider
       }
     });
   }
 
   /**
-   * Get supported providers
-   * Returns a list of all providers supported by the sync endpoint.
+   * Get a single external account link
    * @param data The data for the request.
+   * @param data.id
    * @param data.region Region code for tenant context
-   * @returns SupportedProvidersResponseDto List of supported providers
+   * @returns ExternalAccountLinkResponseDto Link retrieved.
    * @throws ApiError
    */
-  public static providerSyncControllerGetSupportedProviders(
-    data: ProviderSyncControllerGetSupportedProvidersData
-  ): CancelablePromise<ProviderSyncControllerGetSupportedProvidersResponse> {
+  public static externalAccountLinkControllerFindOne(
+    data: ExternalAccountLinkControllerFindOneData
+  ): CancelablePromise<ExternalAccountLinkControllerFindOneResponse> {
     return __request(OpenAPI, {
       method: 'GET',
-      url: '/api/v1/{region}/bean/import/provider/supported',
+      url: '/api/v1/{region}/bean/external-account-links/{id}',
       path: {
+        id: data.id,
         region: data.region
       },
       errors: {
-        401: 'Missing or invalid authentication'
+        422: 'Link not found or not owned by the user.'
       }
     });
   }
 
   /**
-   * Check if provider is supported
-   * Returns whether a specific provider is supported.
+   * Soft-delete (disconnect) an external account link
    * @param data The data for the request.
-   * @param data.providerName Provider name to check
+   * @param data.id
    * @param data.region Region code for tenant context
-   * @returns unknown Provider support status
+   * @returns void Link soft-deleted; historical transactions are unaffected.
    * @throws ApiError
    */
-  public static providerSyncControllerIsProviderSupported(
-    data: ProviderSyncControllerIsProviderSupportedData
-  ): CancelablePromise<ProviderSyncControllerIsProviderSupportedResponse> {
+  public static externalAccountLinkControllerRemove(
+    data: ExternalAccountLinkControllerRemoveData
+  ): CancelablePromise<ExternalAccountLinkControllerRemoveResponse> {
     return __request(OpenAPI, {
-      method: 'GET',
-      url: '/api/v1/{region}/bean/import/provider/{providerName}/supported',
+      method: 'DELETE',
+      url: '/api/v1/{region}/bean/external-account-links/{id}',
       path: {
-        providerName: data.providerName,
+        id: data.id,
         region: data.region
-      },
-      errors: {
-        401: 'Missing or invalid authentication'
       }
     });
   }
@@ -3318,361 +3694,173 @@ export class BeanNlpService {
   }
 }
 
-export class DashboardService {
-  /**
-   * Get net worth overview
-   * Returns total net worth with breakdown of assets and liabilities
-   * @param data The data for the request.
-   * @param data.region Region code for tenant context
-   * @param data.date Date for balance calculation (ISO 8601 format)
-   * @returns NetWorthResponseDto Net worth retrieved successfully
-   * @throws ApiError
-   */
-  public static dashboardControllerGetNetWorth(
-    data: DashboardControllerGetNetWorthData
-  ): CancelablePromise<DashboardControllerGetNetWorthResponse> {
-    return __request(OpenAPI, {
-      method: 'GET',
-      url: '/api/v1/{region}/dashboard/net-worth',
-      path: {
-        region: data.region
-      },
-      query: {
-        date: data.date
-      },
-      errors: {
-        401: 'User not authenticated'
-      }
-    });
-  }
-
-  /**
-   * Get accounts grouped by platform
-   * Returns accounts with balances grouped by financial platform
-   * @param data The data for the request.
-   * @param data.region Region code for tenant context
-   * @param data.groupBy Grouping strategy
-   * @param data.date Date for balance calculation (ISO 8601 format)
-   * @param data.accountId Scope to a single account (only valid with groupBy=holdingAssetClass, ADR-0105 §6)
-   * @returns unknown Accounts retrieved successfully. Response type depends on groupBy parameter.
-   * @throws ApiError
-   */
-  public static dashboardControllerGetAccounts(
-    data: DashboardControllerGetAccountsData
-  ): CancelablePromise<DashboardControllerGetAccountsResponse> {
-    return __request(OpenAPI, {
-      method: 'GET',
-      url: '/api/v1/{region}/dashboard/accounts',
-      path: {
-        region: data.region
-      },
-      query: {
-        groupBy: data.groupBy,
-        date: data.date,
-        accountId: data.accountId
-      },
-      errors: {
-        401: 'User not authenticated'
-      }
-    });
-  }
-
-  /**
-   * Get cash flow summary
-   * Returns income, expenses, and savings for a monthly period
-   * @param data The data for the request.
-   * @param data.period Period in YYYY-MM format
-   * @param data.region Region code for tenant context
-   * @returns CashFlowResponseDto Cash flow retrieved successfully
-   * @throws ApiError
-   */
-  public static dashboardControllerGetCashFlow(
-    data: DashboardControllerGetCashFlowData
-  ): CancelablePromise<DashboardControllerGetCashFlowResponse> {
-    return __request(OpenAPI, {
-      method: 'GET',
-      url: '/api/v1/{region}/dashboard/cash-flow',
-      path: {
-        region: data.region
-      },
-      query: {
-        period: data.period
-      },
-      errors: {
-        400: 'Invalid period format',
-        401: 'User not authenticated'
-      }
-    });
-  }
-
-  /**
-   * Get expenses/income grouped by functional category
-   * Returns amounts pre-aggregated by functional category (account-path Group segment) with server-side multi-currency conversion. flow=expense (default) aggregates ^Expenses: accounts; flow=income aggregates ^Income: accounts (issue #518)
-   * @param data The data for the request.
-   * @param data.region Region code for tenant context
-   * @param data.groupBy Grouping strategy
-   * @param data.period Time window (1m = current calendar month)
-   * @param data.flow Account root to aggregate (expense → ^Expenses:, income → ^Income:)
-   * @returns ExpensesByCategoryResponseDto Expenses retrieved successfully
-   * @throws ApiError
-   */
-  public static dashboardControllerGetExpenses(
-    data: DashboardControllerGetExpensesData
-  ): CancelablePromise<DashboardControllerGetExpensesResponse> {
-    return __request(OpenAPI, {
-      method: 'GET',
-      url: '/api/v1/{region}/dashboard/expenses',
-      path: {
-        region: data.region
-      },
-      query: {
-        groupBy: data.groupBy,
-        period: data.period,
-        flow: data.flow
-      },
-      errors: {
-        400: 'Invalid groupBy or period',
-        401: 'User not authenticated'
-      }
-    });
-  }
-}
-
-export class InvestmentService {
+export class BeanPlatformsService {
   /**
-   * Get per-holding unrealized + realized P&L
-   * Average-cost unrealized P&L per account × commodity, plus cumulative realized P&L on sold lots (method = FIFO | average, default average).
-   * @param data The data for the request.
-   * @param data.region Region code for tenant context
-   * @param data.asOf As-of date (ISO 8601), defaults to today
-   * @param data.accountId Scope to a single account
-   * @param data.method Realized-P&L lot-matching method (default average). Does not affect the average-cost unrealized basis.
-   * @returns HoldingPnlResponseDto Holding P&L retrieved successfully
+   * Get all platforms with statistics
+   * @returns unknown List of platforms with binding and account counts
    * @throws ApiError
    */
-  public static holdingPnlControllerGetHoldingPnl(
-    data: HoldingPnlControllerGetHoldingPnlData
-  ): CancelablePromise<HoldingPnlControllerGetHoldingPnlResponse> {
+  public static platformControllerFindAll(): CancelablePromise<PlatformControllerFindAllResponse> {
     return __request(OpenAPI, {
       method: 'GET',
-      url: '/api/v1/{region}/investment/holdings/pnl',
-      path: {
-        region: data.region
-      },
-      query: {
-        asOf: data.asOf,
-        accountId: data.accountId,
-        method: data.method
-      },
-      errors: {
-        400: 'Invalid asOf format/value/future date, invalid accountId format, or unsupported method',
-        401: 'User not authenticated'
-      }
+      url: '/api/v1/bean/platforms'
     });
   }
-}
 
-export class BeanPricesService {
   /**
-   * Create a new price
-   * Creates a new price entry for the authenticated user
+   * Create a new platform
    * @param data The data for the request.
-   * @param data.region Region code for tenant context
    * @param data.requestBody
-   * @returns PriceResponseDto Price created successfully
+   * @returns unknown Platform created successfully
    * @throws ApiError
    */
-  public static priceControllerCreate(
-    data: PriceControllerCreateData
-  ): CancelablePromise<PriceControllerCreateResponse> {
+  public static platformControllerCreate(
+    data: PlatformControllerCreateData
+  ): CancelablePromise<PlatformControllerCreateResponse> {
     return __request(OpenAPI, {
       method: 'POST',
-      url: '/api/v1/{region}/bean/prices',
-      path: {
-        region: data.region
-      },
+      url: '/api/v1/bean/platforms',
       body: data.requestBody,
       mediaType: 'application/json',
       errors: {
-        404: 'Currency or quoteCurrency commodity not found',
-        409: 'Price already exists for this currency pair and date'
+        409: 'Platform already exists'
       }
     });
   }
 
   /**
-   * List user prices
-   * Returns all price entries for the authenticated user with optional filtering
-   * @param data The data for the request.
-   * @param data.region Region code for tenant context
-   * @param data.currency Filter by currency (e.g., BTC, AAPL, USD)
-   * @param data.quoteCurrency Filter by quote currency (pricing currency, e.g., USD, CNY)
-   * @param data.dateFrom Filter prices from this date (ISO 8601 format)
-   * @param data.dateTo Filter prices to this date (ISO 8601 format)
-   * @param data.search Search term for currency or quoteCurrency (case-insensitive partial match)
-   * @param data.page Page number for pagination (default: 1)
-   * @param data.limit Number of items per page (default: 20, max: 100)
-   * @returns PriceListResponseDto Prices retrieved successfully
+   * Get platform list for current user
+   * @returns PlatformListItemDto List of platforms with user binding status
    * @throws ApiError
    */
-  public static priceControllerFindAll(
-    data: PriceControllerFindAllData
-  ): CancelablePromise<PriceControllerFindAllResponse> {
+  public static platformControllerGetPlatformList(): CancelablePromise<PlatformControllerGetPlatformListResponse> {
     return __request(OpenAPI, {
       method: 'GET',
-      url: '/api/v1/{region}/bean/prices',
-      path: {
-        region: data.region
-      },
-      query: {
-        currency: data.currency,
-        quoteCurrency: data.quoteCurrency,
-        dateFrom: data.dateFrom,
-        dateTo: data.dateTo,
-        search: data.search,
-        page: data.page,
-        limit: data.limit
-      }
+      url: '/api/v1/bean/platforms/list'
     });
   }
 
   /**
-   * Get price by ID
-   * Returns a single price entry by its ID
+   * Match platforms by name or alias
    * @param data The data for the request.
-   * @param data.id Price ID
-   * @param data.region Region code for tenant context
-   * @returns PriceResponseDto Price retrieved successfully
+   * @param data.q Search query — Chinese name, English name, or abbreviation
+   * @param data.region Region code for category override lookup
+   * @returns PlatformMatchResponseDto Matching platforms with overall match type and truncation flag
    * @throws ApiError
    */
-  public static priceControllerFindOne(
-    data: PriceControllerFindOneData
-  ): CancelablePromise<PriceControllerFindOneResponse> {
+  public static platformControllerMatchPlatforms(
+    data: PlatformControllerMatchPlatformsData
+  ): CancelablePromise<PlatformControllerMatchPlatformsResponse> {
     return __request(OpenAPI, {
       method: 'GET',
-      url: '/api/v1/{region}/bean/prices/{id}',
-      path: {
-        id: data.id,
+      url: '/api/v1/bean/platforms/match',
+      query: {
+        q: data.q,
         region: data.region
-      },
-      errors: {
-        404: 'Price not found'
       }
     });
   }
 
   /**
-   * Update a price
-   * Updates an existing price entry
+   * Update a platform
    * @param data The data for the request.
-   * @param data.id Price ID
-   * @param data.region Region code for tenant context
+   * @param data.id Platform ID
    * @param data.requestBody
-   * @returns PriceResponseDto Price updated successfully
+   * @returns unknown Platform updated successfully
    * @throws ApiError
    */
-  public static priceControllerUpdate(
-    data: PriceControllerUpdateData
-  ): CancelablePromise<PriceControllerUpdateResponse> {
+  public static platformControllerUpdate(
+    data: PlatformControllerUpdateData
+  ): CancelablePromise<PlatformControllerUpdateResponse> {
     return __request(OpenAPI, {
       method: 'PUT',
-      url: '/api/v1/{region}/bean/prices/{id}',
+      url: '/api/v1/bean/platforms/{id}',
       path: {
-        id: data.id,
-        region: data.region
+        id: data.id
       },
       body: data.requestBody,
       mediaType: 'application/json',
       errors: {
-        404: 'Price not found',
-        409: 'Updated price conflicts with existing price'
+        404: 'Platform not found'
       }
     });
   }
 
   /**
-   * Delete a price
-   * Deletes a price entry (hard delete)
+   * Delete a platform
    * @param data The data for the request.
-   * @param data.id Price ID
-   * @param data.region Region code for tenant context
-   * @returns void Price deleted successfully
+   * @param data.id Platform ID
+   * @returns void Platform deleted successfully
    * @throws ApiError
    */
-  public static priceControllerDelete(
-    data: PriceControllerDeleteData
-  ): CancelablePromise<PriceControllerDeleteResponse> {
+  public static platformControllerDelete(
+    data: PlatformControllerDeleteData
+  ): CancelablePromise<PlatformControllerDeleteResponse> {
     return __request(OpenAPI, {
       method: 'DELETE',
-      url: '/api/v1/{region}/bean/prices/{id}',
+      url: '/api/v1/bean/platforms/{id}',
       path: {
-        id: data.id,
-        region: data.region
+        id: data.id
       },
       errors: {
-        404: 'Price not found'
+        404: 'Platform not found'
       }
     });
   }
+}
 
+export class DashboardService {
   /**
-   * Bulk create prices
-   * Creates multiple price entries at once (skips duplicates)
+   * Get net worth overview
+   * Returns total net worth with breakdown of assets and liabilities
    * @param data The data for the request.
    * @param data.region Region code for tenant context
-   * @param data.requestBody
-   * @returns PriceResponseDto Prices created successfully
+   * @param data.date Date for balance calculation (ISO 8601 format)
+   * @returns NetWorthResponseDto Net worth retrieved successfully
    * @throws ApiError
    */
-  public static priceControllerBulkCreate(
-    data: PriceControllerBulkCreateData
-  ): CancelablePromise<PriceControllerBulkCreateResponse> {
+  public static dashboardControllerGetNetWorth(
+    data: DashboardControllerGetNetWorthData
+  ): CancelablePromise<DashboardControllerGetNetWorthResponse> {
     return __request(OpenAPI, {
-      method: 'POST',
-      url: '/api/v1/{region}/bean/prices/bulk',
+      method: 'GET',
+      url: '/api/v1/{region}/dashboard/net-worth',
       path: {
         region: data.region
       },
-      body: data.requestBody,
-      mediaType: 'application/json'
+      query: {
+        date: data.date
+      },
+      errors: {
+        401: 'User not authenticated'
+      }
     });
   }
-}
 
-export class ReportingService {
   /**
-   * Get portfolio value trends
-   *
-   * Returns time series data of portfolio net worth.
-   *
-   * **Multi-currency Support:**
-   * - `series[].byCurrency` - Currency breakdown for each data point
-   * - `byCurrency` - Separate time series grouped by currency
-   * - `warnings` - Exchange rate warnings if conversion failed
-   *
-   * **Parameters:**
-   * - `period`: Time period (1m, 3m, 6m, 1y)
-   * - `granularity`: Data granularity (day, week, month)
-   *
+   * Get accounts grouped by platform
+   * Returns accounts with balances grouped by financial platform
    * @param data The data for the request.
    * @param data.region Region code for tenant context
-   * @param data.period Time period
-   * @param data.granularity Data granularity
-   * @returns PortfolioTrendsResponseDto Trends retrieved successfully
+   * @param data.groupBy Grouping strategy
+   * @param data.date Date for balance calculation (ISO 8601 format)
+   * @param data.accountId Scope to a single account (only valid with groupBy=holdingAssetClass, ADR-0105 §6)
+   * @returns unknown Accounts retrieved successfully. Response type depends on groupBy parameter.
    * @throws ApiError
    */
-  public static reportingControllerGetPortfolioTrends(
-    data: ReportingControllerGetPortfolioTrendsData
-  ): CancelablePromise<ReportingControllerGetPortfolioTrendsResponse> {
+  public static dashboardControllerGetAccounts(
+    data: DashboardControllerGetAccountsData
+  ): CancelablePromise<DashboardControllerGetAccountsResponse> {
     return __request(OpenAPI, {
       method: 'GET',
-      url: '/api/v1/{region}/reporting/portfolio/trends',
+      url: '/api/v1/{region}/dashboard/accounts',
       path: {
         region: data.region
       },
       query: {
-        period: data.period,
-        granularity: data.granularity
+        groupBy: data.groupBy,
+        date: data.date,
+        accountId: data.accountId
       },
       errors: {
         401: 'User not authenticated'
@@ -3681,116 +3869,95 @@ export class ReportingService {
   }
 
   /**
-   * Get cash-flow trends
-   *
-   * Monthly income / expense / netSavings over a fixed N-month window
-   * (current month + N−1 prior). Missing months are zero-filled (flow metric).
-   *
-   * **Parameters:**
-   * - `period`: 1m | 3m | 6m | 1y (default 6m)
-   * - `granularity`: accepted for API symmetry; v1 returns month buckets
-   *
+   * Get cash flow summary
+   * Returns income, expenses, and savings for a monthly period
    * @param data The data for the request.
+   * @param data.period Period in YYYY-MM format
    * @param data.region Region code for tenant context
-   * @param data.period Time period
-   * @param data.granularity Data granularity (accepted for API symmetry; v1 returns month buckets)
-   * @returns CashFlowTrendsResponseDto Cash-flow trends retrieved successfully
+   * @returns CashFlowResponseDto Cash flow retrieved successfully
    * @throws ApiError
    */
-  public static reportingControllerGetCashFlowTrends(
-    data: ReportingControllerGetCashFlowTrendsData
-  ): CancelablePromise<ReportingControllerGetCashFlowTrendsResponse> {
+  public static dashboardControllerGetCashFlow(
+    data: DashboardControllerGetCashFlowData
+  ): CancelablePromise<DashboardControllerGetCashFlowResponse> {
     return __request(OpenAPI, {
       method: 'GET',
-      url: '/api/v1/{region}/reporting/cash-flow/trends',
+      url: '/api/v1/{region}/dashboard/cash-flow',
       path: {
         region: data.region
       },
       query: {
-        period: data.period,
-        granularity: data.granularity
+        period: data.period
       },
       errors: {
+        400: 'Invalid period format',
         401: 'User not authenticated'
       }
     });
   }
 
   /**
-   * Generate portfolio snapshot
-   *
-   * Manually generate a portfolio snapshot for a specific date.
-   *
-   * **Multi-currency Support:**
-   * - Fetches balances grouped by currency
-   * - Uses user's baseCurrency setting for conversion
-   * - Stores exchange rates and warnings
-   *
-   * **Use Cases:**
-   * - Testing snapshot generation
-   * - Force regeneration after data correction
-   * - Initial setup for new users
-   *
+   * Get expenses/income grouped by functional category
+   * Returns amounts pre-aggregated by functional category (account-path Group segment) with server-side multi-currency conversion. flow=expense (default) aggregates ^Expenses: accounts; flow=income aggregates ^Income: accounts (issue #518)
    * @param data The data for the request.
    * @param data.region Region code for tenant context
-   * @param data.requestBody Optional date (defaults to today)
-   * @returns GenerateSnapshotResponse Snapshot generated successfully
+   * @param data.groupBy Grouping strategy
+   * @param data.period Time window (1m = current calendar month)
+   * @param data.flow Account root to aggregate (expense → ^Expenses:, income → ^Income:)
+   * @returns ExpensesByCategoryResponseDto Expenses retrieved successfully
    * @throws ApiError
    */
-  public static reportingControllerGenerateSnapshot(
-    data: ReportingControllerGenerateSnapshotData
-  ): CancelablePromise<ReportingControllerGenerateSnapshotResponse> {
+  public static dashboardControllerGetExpenses(
+    data: DashboardControllerGetExpensesData
+  ): CancelablePromise<DashboardControllerGetExpensesResponse> {
     return __request(OpenAPI, {
-      method: 'POST',
-      url: '/api/v1/{region}/reporting/snapshots/generate',
+      method: 'GET',
+      url: '/api/v1/{region}/dashboard/expenses',
       path: {
         region: data.region
       },
-      body: data.requestBody,
-      mediaType: 'application/json',
+      query: {
+        groupBy: data.groupBy,
+        period: data.period,
+        flow: data.flow
+      },
       errors: {
-        400: 'Invalid date format',
+        400: 'Invalid groupBy or period',
         401: 'User not authenticated'
       }
     });
   }
+}
 
+export class InvestmentService {
   /**
-   * Backfill portfolio snapshots
-   *
-   * Generate snapshots for a date range (historical data backfill).
-   *
-   * **Multi-currency Support:**
-   * - Each snapshot includes multi-currency data
-   * - Uses exchange rates available at generation time
-   * - Warnings stored for missing exchange rates
-   *
-   * **Best Practices:**
-   * - Use for initial setup after account configuration
-   * - Run during low-traffic periods for large date ranges
-   * - Existing snapshots are skipped (not regenerated)
-   *
+   * Get per-holding unrealized + realized P&L
+   * Average-cost unrealized P&L per account × commodity, plus cumulative realized P&L on sold lots (method = FIFO | average, default average).
    * @param data The data for the request.
    * @param data.region Region code for tenant context
-   * @param data.requestBody
-   * @returns BackfillSnapshotsResponse Backfill completed successfully
+   * @param data.asOf As-of date (ISO 8601), defaults to today
+   * @param data.accountId Scope to a single account
+   * @param data.method Realized-P&L lot-matching method (default average). Does not affect the average-cost unrealized basis.
+   * @returns HoldingPnlResponseDto Holding P&L retrieved successfully
    * @throws ApiError
    */
-  public static reportingControllerBackfillSnapshots(
-    data: ReportingControllerBackfillSnapshotsData
-  ): CancelablePromise<ReportingControllerBackfillSnapshotsResponse> {
+  public static holdingPnlControllerGetHoldingPnl(
+    data: HoldingPnlControllerGetHoldingPnlData
+  ): CancelablePromise<HoldingPnlControllerGetHoldingPnlResponse> {
     return __request(OpenAPI, {
-      method: 'POST',
-      url: '/api/v1/{region}/reporting/snapshots/backfill',
+      method: 'GET',
+      url: '/api/v1/{region}/investment/holdings/pnl',
       path: {
         region: data.region
       },
-      body: data.requestBody,
-      mediaType: 'application/json',
+      query: {
+        asOf: data.asOf,
+        accountId: data.accountId,
+        method: data.method
+      },
       errors: {
-        400: 'Invalid date format or range',
-        401: 'User not authenticated',
-        409: 'Backfill already in progress for this user'
+        400: 'Invalid asOf format/value/future date, invalid accountId format, or unsupported method',
+        401: 'User not authenticated'
       }
     });
   }
@@ -3819,7 +3986,7 @@ export class AuthService {
    * Anonymous login with access token
    * @param data The data for the request.
    * @param data.requestBody
-   * @returns unknown Login successful
+   * @returns AnonymousLoginResponseDto Login successful
    * @throws ApiError
    */
   public static authControllerAccessTokenLogin(
@@ -4006,3 +4173,53 @@ export class InfoService {
     });
   }
 }
+
+export class MarketDataService {
+  /**
+   * Search market symbols by name or code
+   * Ranked search over the openbb catalog. Empty `q` returns [].
+   * @param data The data for the request.
+   * @param data.q Search term — matched against symbol and instrument name. Empty string returns [].
+   * @param data.limit Maximum number of results (clamped 1..50)
+   * @param data.exchange Filter by exchange code (e.g. US, HK, SS, SZ)
+   * @param data.assetType Filter by OpenBB asset_type (e.g. stock, etf)
+   * @returns SymbolSearchResultDto Ranked search results
+   * @throws ApiError
+   */
+  public static symbolControllerSearch(
+    data: SymbolControllerSearchData
+  ): CancelablePromise<SymbolControllerSearchResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/market/symbols/search',
+      query: {
+        q: data.q,
+        limit: data.limit,
+        exchange: data.exchange,
+        assetType: data.assetType
+      }
+    });
+  }
+
+  /**
+   * Get a market symbol quote
+   * @param data The data for the request.
+   * @param data.symbol
+   * @returns SymbolQuoteDto Symbol quote
+   * @throws ApiError
+   */
+  public static symbolControllerGetQuote(
+    data: SymbolControllerGetQuoteData
+  ): CancelablePromise<SymbolControllerGetQuoteResponse> {
+    return __request(OpenAPI, {
+      method: 'GET',
+      url: '/api/v1/market/symbols/{symbol}/quote',
+      path: {
+        symbol: data.symbol
+      },
+      errors: {
+        404: 'Symbol not found in the openbb catalog'
+      }
+    });
+  }
+}