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

package/src/generated/types.gen.ts

@@ -6,13 +6,9 @@ export type CreateAccountDto = {
    */
   path: string;
   /**
-   * Display name to distinguish accounts at the same path (default: "")
+   * Account open date (server defaults to today)
    */
-  displayName?: string;
-  /**
-   * Account open date
-   */
-  openDate: string;
+  openDate?: string;
   /**
    * Allowed currencies (null = no restriction)
    */
@@ -36,18 +32,14 @@ export type CreateAccountDto = {
    * Whether this is a custom (user-created) account
    */
   isCustom?: boolean;
-  /**
-   * i18n key for display name (overrides template)
-   */
-  i18nKey?: string;
   /**
    * Icon identifier (overrides template)
    */
   icon?: string;
   /**
-   * Additional metadata
+   * Open directive metadata (NOT an opening-balance amount — use the opening-balance endpoint)
    */
-  openMeta?: {
+  openDirectiveMeta?: {
     [key: string]: unknown;
   };
   /**
@@ -77,14 +69,47 @@ export type AccountResponseDto = {
    * Account path (hierarchical, colon-separated)
    */
   path: string;
-  /**
-   * Display name distinguishing multiple accounts at the same path
-   */
-  displayName: string;
   /**
    * Account type (root segment)
    */
   type: 'Assets' | 'Liabilities' | 'Income' | 'Expenses' | 'Equity';
+  /**
+   * Account-level asset sub-class (product type, e.g. STOCK/DEPOSIT/CREDIT_CARD/PERSONAL_LOAN). Computed from the account path via the asset-classifier (ADR-0077). Null for non-asset accounts (Income/Expenses/Equity) or unmatched paths.
+   */
+  assetSubClass?:
+    | 'DEPOSIT'
+    | 'CASH'
+    | 'MONEY_MARKET_FUND'
+    | 'STOCK'
+    | 'ETF'
+    | 'MUTUAL_FUND'
+    | 'EQUITY_COMPENSATION'
+    | 'GOVERNMENT_BOND'
+    | 'CORPORATE_BOND'
+    | 'BOND_FUND'
+    | 'PRIMARY_RESIDENCE'
+    | 'INVESTMENT_PROPERTY'
+    | 'REIT'
+    | 'GOLD'
+    | 'SILVER'
+    | 'PRECIOUS_METAL'
+    | 'PRECIOUS_METAL_FUND'
+    | 'COMMODITY'
+    | 'COMMODITY_FUND'
+    | 'CRYPTOCURRENCY'
+    | 'RETIREMENT_ACCOUNT'
+    | 'HEALTH_ACCOUNT'
+    | 'EDUCATION_ACCOUNT'
+    | 'INSURANCE'
+    | 'PRIVATE_EQUITY'
+    | 'HEDGE_FUND'
+    | 'COLLECTIBLES'
+    | 'MORTGAGE'
+    | 'STUDENT_LOAN'
+    | 'CREDIT_CARD'
+    | 'PERSONAL_LOAN'
+    | 'OTHER'
+    | null;
   /**
    * Account status
    */
@@ -121,17 +146,17 @@ export type AccountResponseDto = {
    */
   isCustom: boolean;
   /**
-   * i18n key for display name
+   * Localized display name (ADR-0114, read-time projection)
    */
-  i18nKey?: string;
+  displayName?: string;
   /**
    * Icon identifier
    */
   icon?: string;
   /**
-   * Account metadata
+   * Open directive metadata (ADR-0115 Decision 9)
    */
-  openMeta?: {
+  openDirectiveMeta?: {
     [key: string]: unknown;
   };
   /**
@@ -161,6 +186,43 @@ export type AccountResponseDto = {
  */
 export type type = 'Assets' | 'Liabilities' | 'Income' | 'Expenses' | 'Equity';
 
+/**
+ * Account-level asset sub-class (product type, e.g. STOCK/DEPOSIT/CREDIT_CARD/PERSONAL_LOAN). Computed from the account path via the asset-classifier (ADR-0077). Null for non-asset accounts (Income/Expenses/Equity) or unmatched paths.
+ */
+export type assetSubClass =
+  | 'DEPOSIT'
+  | 'CASH'
+  | 'MONEY_MARKET_FUND'
+  | 'STOCK'
+  | 'ETF'
+  | 'MUTUAL_FUND'
+  | 'EQUITY_COMPENSATION'
+  | 'GOVERNMENT_BOND'
+  | 'CORPORATE_BOND'
+  | 'BOND_FUND'
+  | 'PRIMARY_RESIDENCE'
+  | 'INVESTMENT_PROPERTY'
+  | 'REIT'
+  | 'GOLD'
+  | 'SILVER'
+  | 'PRECIOUS_METAL'
+  | 'PRECIOUS_METAL_FUND'
+  | 'COMMODITY'
+  | 'COMMODITY_FUND'
+  | 'CRYPTOCURRENCY'
+  | 'RETIREMENT_ACCOUNT'
+  | 'HEALTH_ACCOUNT'
+  | 'EDUCATION_ACCOUNT'
+  | 'INSURANCE'
+  | 'PRIVATE_EQUITY'
+  | 'HEDGE_FUND'
+  | 'COLLECTIBLES'
+  | 'MORTGAGE'
+  | 'STUDENT_LOAN'
+  | 'CREDIT_CARD'
+  | 'PERSONAL_LOAN'
+  | 'OTHER';
+
 /**
  * Account status
  */
@@ -178,10 +240,6 @@ export type AccountListResponseDto = {
 };
 
 export type UpdateAccountDto = {
-  /**
-   * Display name to distinguish accounts at the same path
-   */
-  displayName?: string;
   /**
    * Allowed currencies (null = no restriction)
    */
@@ -197,18 +255,14 @@ export type UpdateAccountDto = {
     | 'STRICT'
     | 'STRICT_WITH_SIZE'
     | 'NONE';
-  /**
-   * i18n key for display name
-   */
-  i18nKey?: string;
   /**
    * Icon identifier
    */
   icon?: string;
   /**
-   * Additional metadata (merged with existing)
+   * Open directive metadata (merged with existing; NOT an opening-balance amount)
    */
-  openMeta?: {
+  openDirectiveMeta?: {
     [key: string]: unknown;
   };
   /**
@@ -237,6 +291,28 @@ export type ReopenAccountDto = {
   reopenDate?: string;
 };
 
+export type CreateOpeningBalanceDto = {
+  /**
+   * Opening balance amount (non-negative)
+   */
+  amount: number;
+  /**
+   * Currency code
+   */
+  currency: string;
+  /**
+   * Opening-balance date (defaults to now)
+   */
+  date?: string;
+};
+
+export type OpeningBalanceResultDto = {
+  /**
+   * Created opening-balance transaction id.
+   */
+  transactionId: string;
+};
+
 export type AccountStandardResponseDto = {
   /**
    * Account path (hierarchical, colon-separated)
@@ -246,10 +322,6 @@ export type AccountStandardResponseDto = {
    * Account type in Beancount hierarchy
    */
   type: 'Assets' | 'Liabilities' | 'Income' | 'Expenses' | 'Equity';
-  /**
-   * i18n key for localized display name
-   */
-  i18nKey: string;
   /**
    * Short localized display name
    */
@@ -284,10 +356,6 @@ export type AccountStandardListResponseDto = {
 };
 
 export type TemplateMetadataDto = {
-  /**
-   * Whether this path can be extended
-   */
-  extendable: boolean;
   /**
    * Root account type
    */
@@ -1966,6 +2034,108 @@ export type UpdateCommodityDto = {
   };
 };
 
+export type CreateBeanPriceDto = {
+  /**
+   * Currency being priced (e.g., USD, AAPL, BTC)
+   */
+  currency: string;
+  /**
+   * Quote currency (pricing currency, e.g., CNY, EUR)
+   */
+  quoteCurrency: string;
+  /**
+   * Price amount (MUST be >= 0 per Beancount spec, supports up to 15 decimal places). Zero allowed for conversion entries, negative strictly prohibited.
+   */
+  amount: number;
+  /**
+   * Price date (ISO 8601 format)
+   */
+  date: string;
+  /**
+   * Metadata (validated by Zod schema, max field lengths enforced)
+   */
+  metadata?: {
+    [key: string]: unknown;
+  };
+};
+
+export type PriceResponseDto = {
+  /**
+   * Unique identifier
+   */
+  id: string;
+  /**
+   * User ID (owner of the price)
+   */
+  userId: string;
+  /**
+   * Currency being priced (e.g., USD, AAPL, BTC)
+   */
+  currency: string;
+  /**
+   * Quote currency (pricing currency, e.g., USD, CNY)
+   */
+  quoteCurrency: string;
+  /**
+   * Price amount (corresponds to Beancount Amount.number). Supports up to 15 decimal places.
+   */
+  amount: number;
+  /**
+   * Price date (ISO 8601 format). Represents the date this price was valid.
+   */
+  date: string;
+  /**
+   * Metadata (corresponds to Beancount meta field). Contains source, confidence, note, etc.
+   */
+  meta: {
+    [key: string]: unknown;
+  };
+  /**
+   * Creation timestamp
+   */
+  createdAt: string;
+  /**
+   * Last update timestamp
+   */
+  updatedAt: string;
+};
+
+export type PriceListResponseDto = {
+  /**
+   * List of prices
+   */
+  items: Array<PriceResponseDto>;
+  /**
+   * Total number of prices
+   */
+  total: number;
+};
+
+export type UpdateBeanPriceDto = {
+  /**
+   * Currency being priced
+   */
+  currency?: string;
+  /**
+   * Quote currency (pricing currency)
+   */
+  quoteCurrency?: string;
+  /**
+   * Price amount (MUST be >= 0 per Beancount spec)
+   */
+  amount?: number;
+  /**
+   * Price date (ISO 8601 format)
+   */
+  date?: string;
+  /**
+   * Metadata
+   */
+  metadata?: {
+    [key: string]: unknown;
+  };
+};
+
 export type CreateRecurringRuleDto = {
   /**
    * Rule name (unique per user)
@@ -2605,100 +2775,412 @@ export type ForecastResponseDto = {
   periodEnd: string;
 };
 
-export type CreateTransactionRuleDto = {
-  name: string;
-  description?: string;
-  narrationKeywords?: Array<unknown[]>;
-  payeeKeywords?: Array<unknown[]>;
-  categoryKeywords?: Array<unknown[]>;
+export type CurrencyBalanceDto = {
   /**
-   * Payment method keywords (e.g., HuaBei, YuEBao)
+   * ISO 4217 currency code
    */
-  methodKeywords?: Array<unknown[]>;
+  currency: string;
   /**
-   * Destination account for expenses/income (e.g., Expenses:Food:Coffee)
+   * Balance amount
    */
-  categoryAccount?: string;
-  matchLogic: 'OR' | 'AND';
+  balance: string;
+};
+
+export type TimeSeriesPointDto = {
   /**
-   * Minimum transaction amount (inclusive)
+   * Date in YYYY-MM-DD format
    */
-  amountMin?: number;
+  date: string;
   /**
-   * Maximum transaction amount (inclusive)
+   * Value at this date (in base currency)
    */
-  amountMax?: number;
-  priority: number;
-  additionalTags?: Array<unknown[]>;
-  additionalMetadata?: {
+  value: string;
+  /**
+   * Change from previous point
+   */
+  change?: {
     [key: string]: unknown;
   };
   /**
-   * If true, update existing rule with matching payeeKeywords[0] instead of creating new rule
+   * Total assets at this date (in base currency)
    */
-  upsertByPayee?: boolean;
-};
-
-export type matchLogic = 'OR' | 'AND';
-
-export type AmountRangeDto = {
+  assets?: string;
   /**
-   * Minimum amount
+   * Total liabilities at this date (in base currency)
    */
-  min?: number;
+  liabilities?: string;
   /**
-   * Maximum amount
+   * Multi-currency breakdown for this point
    */
-  max?: number;
+  byCurrency?: Array<CurrencyBalanceDto>;
 };
 
-export type TransactionRuleResponseDto = {
+export type TrendSummaryDto = {
   /**
-   * Rule ID
+   * Value at start of period
    */
-  id: string;
+  startValue: string;
   /**
-   * Rule name
+   * Value at end of period
    */
-  name: string;
+  endValue: string;
   /**
-   * Rule description
+   * Total change over period
    */
-  description?: string;
+  totalChange: string;
   /**
-   * Keywords to match in transaction narration
+   * Total change percentage
    */
-  narrationKeywords: Array<string>;
+  totalChangePercentage: string;
+};
+
+export type MultiCurrencyPointDto = {
   /**
-   * Keywords to match in payee name
+   * Date in YYYY-MM-DD format
    */
-  payeeKeywords: Array<string>;
+  date: string;
   /**
-   * Keywords to match in category
+   * Balances by currency
    */
-  categoryKeywords: Array<string>;
+  byCurrency: Array<CurrencyBalanceDto>;
+};
+
+export type PortfolioTrendsResponseDto = {
   /**
-   * Keywords to match in payment method
+   * Time series data points
    */
-  methodKeywords: Array<string>;
+  series: Array<TimeSeriesPointDto>;
   /**
-   * Destination account for categorization
+   * Period summary
    */
-  categoryAccount?: string;
+  summary: TrendSummaryDto;
   /**
-   * Keyword matching logic
+   * Period requested
    */
-  matchLogic: 'OR' | 'AND';
+  period: string;
   /**
-   * Amount range for matching
+   * Data granularity
    */
-  amountRange?: AmountRangeDto;
+  granularity: string;
   /**
-   * Rule priority (0-1000, higher = first match)
+   * Base currency for converted values
    */
-  priority: number;
+  currency: string;
   /**
-   * Whether the rule is enabled
+   * Multi-currency time series (each point has currency breakdown)
+   */
+  byCurrency?: Array<MultiCurrencyPointDto>;
+  /**
+   * Exchange rate warnings
+   */
+  warnings?: Array<ExchangeRateWarningDto>;
+};
+
+export type CashFlowPointDto = {
+  /**
+   * Month key (YYYY-MM)
+   */
+  month: string;
+  /**
+   * Income in base currency (absolute, converted)
+   */
+  income: string;
+  /**
+   * Expense in base currency (absolute, converted)
+   */
+  expense: string;
+  /**
+   * netSavings = income − expense (savings positive)
+   */
+  netSavings: string;
+};
+
+export type CashFlowTrendSummaryDto = {
+  /**
+   * Total income across the period
+   */
+  totalIncome: string;
+  /**
+   * Total expense across the period
+   */
+  totalExpense: string;
+  /**
+   * income − expense across the period
+   */
+  totalNetSavings: string;
+  /**
+   * totalNetSavings divided by the window length (N months, incl. zero-filled)
+   */
+  averageMonthlyNetSavings: string;
+};
+
+export type CashFlowTrendsResponseDto = {
+  /**
+   * Monthly cash-flow series (fixed N-month window, zero-filled)
+   */
+  series: Array<CashFlowPointDto>;
+  /**
+   * Period totals
+   */
+  summary: CashFlowTrendSummaryDto;
+  /**
+   * Period requested
+   */
+  period: string;
+  /**
+   * Data granularity (v1 returns month buckets)
+   */
+  granularity: string;
+  /**
+   * Base currency for converted values
+   */
+  currency: string;
+  /**
+   * Exchange rate warnings (e.g. missing rate for a currency)
+   */
+  warnings?: Array<ExchangeRateWarningDto>;
+};
+
+export type GenerateSnapshotBody = unknown;
+
+export type GenerateSnapshotResponse = unknown;
+
+export type BackfillSnapshotsBody = unknown;
+
+export type BackfillSnapshotsResponse = unknown;
+
+export type DeleteOwnUserDto = {
+  /**
+   * Access token for user verification
+   */
+  accessToken: string;
+};
+
+export type SignupDto = {
+  /**
+   * Cloudflare Turnstile verification token (optional when Turnstile disabled)
+   */
+  turnstileToken?: string;
+};
+
+export type SignupResponseDto = {
+  /**
+   * JWT auth token
+   */
+  authToken: string;
+  /**
+   * Auto-generated access token
+   */
+  accessToken: string;
+  /**
+   * Assigned user role
+   */
+  role: 'USER' | 'ADMIN' | 'DEMO' | 'INACTIVE' | 'PAID' | 'OPS';
+};
+
+/**
+ * Assigned user role
+ */
+export type role = 'USER' | 'ADMIN' | 'DEMO' | 'INACTIVE' | 'PAID' | 'OPS';
+
+export type UpdateUserSettingDto = {
+  /**
+   * Security ID
+   */
+  secId?: number;
+  /**
+   * Annual interest rate
+   */
+  annualInterestRate?: number;
+  /**
+   * Currency code
+   */
+  currency?: string;
+  /**
+   * Base currency code
+   */
+  baseCurrency?: string;
+  /**
+   * Benchmark symbol
+   */
+  benchmark?: string;
+  /**
+   * Color scheme
+   */
+  colorScheme?: 'DARK' | 'LIGHT';
+  /**
+   * Date range filter
+   */
+  dateRange?: string;
+  /**
+   * Emergency fund amount
+   */
+  emergencyFund?: number;
+  /**
+   * Account filter IDs
+   */
+  'filters.accounts'?: Array<string>;
+  /**
+   * Asset class filters
+   */
+  'filters.assetClasses'?: Array<string>;
+  /**
+   * Data source filter
+   */
+  'filters.dataSource'?: string;
+  /**
+   * Symbol filter
+   */
+  'filters.symbol'?: string;
+  /**
+   * Tag filters
+   */
+  'filters.tags'?: Array<string>;
+  /**
+   * Enable experimental features
+   */
+  isExperimentalFeatures?: boolean;
+  /**
+   * Enable restricted view mode
+   */
+  isRestrictedView?: boolean;
+  /**
+   * Language code
+   */
+  language?: string;
+  /**
+   * Locale code
+   */
+  locale?: string;
+  /**
+   * Projected total amount
+   */
+  projectedTotalAmount?: number;
+  /**
+   * Retirement date in ISO 8601 format
+   */
+  retirementDate?: string;
+  /**
+   * Savings rate percentage
+   */
+  savingsRate?: number;
+  /**
+   * View mode
+   */
+  viewMode?: 'DEFAULT' | 'ZEN';
+};
+
+/**
+ * Color scheme
+ */
+export type colorScheme = 'DARK' | 'LIGHT';
+
+/**
+ * View mode
+ */
+export type viewMode = 'DEFAULT' | 'ZEN';
+
+export type UpdatePropertyDto = {
+  /**
+   * Property value
+   */
+  value: string;
+};
+
+export type CreateTransactionRuleDto = {
+  name: string;
+  description?: string;
+  narrationKeywords?: Array<unknown[]>;
+  payeeKeywords?: Array<unknown[]>;
+  categoryKeywords?: Array<unknown[]>;
+  /**
+   * Payment method keywords (e.g., HuaBei, YuEBao)
+   */
+  methodKeywords?: Array<unknown[]>;
+  /**
+   * Destination account for expenses/income (e.g., Expenses:Food:Coffee)
+   */
+  categoryAccount?: string;
+  matchLogic: 'OR' | 'AND';
+  /**
+   * Minimum transaction amount (inclusive)
+   */
+  amountMin?: number;
+  /**
+   * Maximum transaction amount (inclusive)
+   */
+  amountMax?: number;
+  priority: number;
+  additionalTags?: Array<unknown[]>;
+  additionalMetadata?: {
+    [key: string]: unknown;
+  };
+  /**
+   * If true, update existing rule with matching payeeKeywords[0] instead of creating new rule
+   */
+  upsertByPayee?: boolean;
+};
+
+export type matchLogic = 'OR' | 'AND';
+
+export type AmountRangeDto = {
+  /**
+   * Minimum amount
+   */
+  min?: number;
+  /**
+   * Maximum amount
+   */
+  max?: number;
+};
+
+export type TransactionRuleResponseDto = {
+  /**
+   * Rule ID
+   */
+  id: string;
+  /**
+   * Rule name
+   */
+  name: string;
+  /**
+   * Rule description
+   */
+  description?: string;
+  /**
+   * Keywords to match in transaction narration
+   */
+  narrationKeywords: Array<string>;
+  /**
+   * Keywords to match in payee name
+   */
+  payeeKeywords: Array<string>;
+  /**
+   * Keywords to match in category
+   */
+  categoryKeywords: Array<string>;
+  /**
+   * Keywords to match in payment method
+   */
+  methodKeywords: Array<string>;
+  /**
+   * Destination account for categorization
+   */
+  categoryAccount?: string;
+  /**
+   * Keyword matching logic
+   */
+  matchLogic: 'OR' | 'AND';
+  /**
+   * Amount range for matching
+   */
+  amountRange?: AmountRangeDto;
+  /**
+   * Rule priority (0-1000, higher = first match)
+   */
+  priority: number;
+  /**
+   * Whether the rule is enabled
    */
   enabled: boolean;
   /**
@@ -2960,124 +3442,6 @@ export type TestRuleResponseDto = {
   };
 };
 
-export type DeleteOwnUserDto = {
-  /**
-   * Access token for user verification
-   */
-  accessToken: string;
-};
-
-export type SignupDto = {
-  /**
-   * Cloudflare Turnstile verification token (optional when Turnstile disabled)
-   */
-  turnstileToken?: string;
-};
-
-export type UpdateUserSettingDto = {
-  /**
-   * Security ID
-   */
-  secId?: number;
-  /**
-   * Annual interest rate
-   */
-  annualInterestRate?: number;
-  /**
-   * Currency code
-   */
-  currency?: string;
-  /**
-   * Base currency code
-   */
-  baseCurrency?: string;
-  /**
-   * Benchmark symbol
-   */
-  benchmark?: string;
-  /**
-   * Color scheme
-   */
-  colorScheme?: 'DARK' | 'LIGHT';
-  /**
-   * Date range filter
-   */
-  dateRange?: string;
-  /**
-   * Emergency fund amount
-   */
-  emergencyFund?: number;
-  /**
-   * Account filter IDs
-   */
-  'filters.accounts'?: Array<string>;
-  /**
-   * Asset class filters
-   */
-  'filters.assetClasses'?: Array<string>;
-  /**
-   * Data source filter
-   */
-  'filters.dataSource'?: string;
-  /**
-   * Symbol filter
-   */
-  'filters.symbol'?: string;
-  /**
-   * Tag filters
-   */
-  'filters.tags'?: Array<string>;
-  /**
-   * Enable experimental features
-   */
-  isExperimentalFeatures?: boolean;
-  /**
-   * Enable restricted view mode
-   */
-  isRestrictedView?: boolean;
-  /**
-   * Language code
-   */
-  language?: string;
-  /**
-   * Locale code
-   */
-  locale?: string;
-  /**
-   * Projected total amount
-   */
-  projectedTotalAmount?: number;
-  /**
-   * Retirement date in ISO 8601 format
-   */
-  retirementDate?: string;
-  /**
-   * Savings rate percentage
-   */
-  savingsRate?: number;
-  /**
-   * View mode
-   */
-  viewMode?: 'DEFAULT' | 'ZEN';
-};
-
-/**
- * Color scheme
- */
-export type colorScheme = 'DARK' | 'LIGHT';
-
-/**
- * View mode
- */
-export type viewMode = 'DEFAULT' | 'ZEN';
-
-export type UpdatePropertyDto = {
-  /**
-   * Property value
-   */
-  value: string;
-};
-
 export type CreateBeanEventDto = {
   /**
    * Life event date (ISO 8601)
@@ -3168,6 +3532,36 @@ export type UpdateBeanEventDto = {
   };
 };
 
+export type OnboardingAccountDto = {
+  /**
+   * Account path (Assets/Liabilities only; format validated by the account service)
+   */
+  path: string;
+  /**
+   * ISO 4217 currency code (3 letters)
+   */
+  currency: string;
+  /**
+   * Opening balance as a non-negative Decimal string (e.g. "1000.00")
+   */
+  openingBalance?: string;
+  /**
+   * Platform ID to bind the account to (references Platform.id); omit for unbound
+   */
+  platformId?: string;
+};
+
+export type OnboardingDto = {
+  /**
+   * Asset/Liability accounts to register with opening balances
+   */
+  accounts?: Array<OnboardingAccountDto>;
+  /**
+   * Skip asset registration; only bootstrap the core account set
+   */
+  skipAssetRegistration?: boolean;
+};
+
 export type ActualBalanceDto = {
   /**
    * Actual balance amount as a decimal string (preserves precision for tolerance inference).
@@ -3566,116 +3960,28 @@ export type UpdateMapperDefaultsDto = {
   expenseAccount?: string;
   /**
    * Default income account (optional)
-   */
-  incomeAccount?: string;
-  /**
-   * Payment method to source account mapping. Maps payment method keywords to Beancount account paths. Used by Alipay/WeChat importers to determine sourceAccount based on payment method (e.g., HuaBei, CreditCard).
-   */
-  methodAccountMapping?: {
-    [key: string]: unknown;
-  };
-};
-
-export type UpdateConfigDataDto = {
-  /**
-   * Mapper defaults configuration
-   */
-  defaults?: UpdateMapperDefaultsDto;
-};
-
-export type UpdateImporterConfigDto = {
-  /**
-   * Configuration data (v1 schema)
-   */
-  data?: UpdateConfigDataDto;
-};
-
-export type CreatePlatformDto = {
-  /**
-   * Platform name
-   */
-  name: string;
-  /**
-   * Platform canonical identifier (lowercase, kebab-case)
-   */
-  canonical: string;
-  /**
-   * Platform aliases (multi-language names for lookup)
-   */
-  aliases: Array<string>;
-  /**
-   * Platform URL
-   */
-  url: string;
-  /**
-   * Platform type
-   */
-  type:
-    | 'BANK'
-    | 'BROKERAGE'
-    | 'CRYPTO_EXCHANGE'
-    | 'PAYMENT'
-    | 'INVESTMENT'
-    | 'INSURANCE'
-    | 'OTHER';
-  /**
-   * Platform logo URL
-   */
-  logoUrl?: string;
-  /**
-   * Whether the platform is active
-   */
-  isActive?: boolean;
-};
-
-/**
- * Platform type
- */
-export type type3 =
-  | 'BANK'
-  | 'BROKERAGE'
-  | 'CRYPTO_EXCHANGE'
-  | 'PAYMENT'
-  | 'INVESTMENT'
-  | 'INSURANCE'
-  | 'OTHER';
-
-export type UpdatePlatformDto = {
-  /**
-   * Platform name
-   */
-  name?: string;
-  /**
-   * Platform canonical identifier (lowercase, kebab-case)
-   */
-  canonical?: string;
-  /**
-   * Platform aliases (multi-language names for lookup)
-   */
-  aliases?: Array<string>;
-  /**
-   * Platform URL
-   */
-  url?: string;
-  /**
-   * Platform type
-   */
-  type?:
-    | 'BANK'
-    | 'BROKERAGE'
-    | 'CRYPTO_EXCHANGE'
-    | 'PAYMENT'
-    | 'INVESTMENT'
-    | 'INSURANCE'
-    | 'OTHER';
+   */
+  incomeAccount?: string;
   /**
-   * Platform logo URL
+   * Payment method to source account mapping. Maps payment method keywords to Beancount account paths. Used by Alipay/WeChat importers to determine sourceAccount based on payment method (e.g., HuaBei, CreditCard).
    */
-  logoUrl?: string;
+  methodAccountMapping?: {
+    [key: string]: unknown;
+  };
+};
+
+export type UpdateConfigDataDto = {
   /**
-   * Whether the platform is active
+   * Mapper defaults configuration
    */
-  isActive?: boolean;
+  defaults?: UpdateMapperDefaultsDto;
+};
+
+export type UpdateImporterConfigDto = {
+  /**
+   * Configuration data (v1 schema)
+   */
+  data?: UpdateConfigDataDto;
 };
 
 export type ProviderSyncConfigDto = {
@@ -3699,6 +4005,10 @@ export type ProviderSyncConfigDto = {
    * Filter pending transactions
    */
   filterPending?: boolean;
+  /**
+   * External account ID for per-batch providers (e.g. GoCardless). Overrides sourceAccount when an ExternalAccountLink mapping exists.
+   */
+  externalAccountId?: string;
 };
 
 export type ProviderSyncDto = {
@@ -3754,6 +4064,61 @@ export type SupportedProvidersResponseDto = {
   providers: Array<string>;
 };
 
+export type CreateExternalAccountLinkDto = {
+  /**
+   * Open Banking provider (whitelist)
+   */
+  provider:
+    | 'plaid'
+    | 'teller'
+    | 'truelayer'
+    | 'gocardless'
+    | 'simplefin'
+    | 'yodlee'
+    | 'beancount-direct'
+    | 'parsed-bill';
+  /**
+   * External account ID from the provider
+   */
+  externalAccountId: string;
+  /**
+   * Target BeanAccount ID (must belong to the JWT user)
+   */
+  beanAccountId: string;
+};
+
+/**
+ * Open Banking provider (whitelist)
+ */
+export type provider =
+  | 'plaid'
+  | 'teller'
+  | 'truelayer'
+  | 'gocardless'
+  | 'simplefin'
+  | 'yodlee'
+  | 'beancount-direct'
+  | 'parsed-bill';
+
+export type ExternalAccountLinkResponseDto = {
+  id: string;
+  provider: string;
+  externalAccountId: string;
+  beanAccountId: string;
+  isActive: boolean;
+  createdAt: string;
+  updatedAt: string;
+};
+
+export type ExternalAccountLinkListResponseDto = {
+  items: Array<ExternalAccountLinkResponseDto>;
+  total: number;
+  /**
+   * Filter by provider (query param)
+   */
+  provider?: string;
+};
+
 export type ParserTelemetryReportDto = unknown;
 
 export type UncoveredFormatMissDto = unknown;
@@ -3773,6 +4138,14 @@ export type ProcessNlpDto = {
   parsedData?: {
     [key: string]: unknown;
   };
+  /**
+   * confirm_rule echo-back: rule id selected from the prior confirm_rule response (matchedRule.id or alternatives[i].ruleId). Applied directly when the session is confirming_rule — no NL re-parse.
+   */
+  selectedRuleId?: string;
+  /**
+   * confirm_account echo-back: account path selected from the prior confirm_account response (suggestedAccount, similarAccounts[i], or a typed path). Applied directly when the session is confirming_account — no NL re-parse.
+   */
+  selectedAccount?: string;
 };
 
 export type NlpTransactionInfoDto = {
@@ -4016,9 +4389,9 @@ export type NlpAccountConfirmationDataDto = {
    */
   invalidAccount: string;
   /**
-   * Suggested replacement account
+   * Suggested replacement account (omitted when no clear candidate)
    */
-  suggestedAccount: string;
+  suggestedAccount?: string;
   /**
    * Similar accounts for user selection
    */
@@ -4146,7 +4519,7 @@ export type NlpSuggestedAccountDto = {
    */
   account: string;
   /**
-   * Confidence score for this suggestion (0-1)
+   * Confidence score for this suggestion (0-1). Present = predicted (confirm/confirm_rule/confirm_account); omitted = actual persisted account (created). (#586)
    */
   confidence?: number;
 };
@@ -4164,21 +4537,21 @@ export type NlpSuggestedAccountsDto = {
 
 export type NlpDefaultAccountsDto = {
   /**
-   * Default asset account
+   * Default OPEN asset account (MRU when multiple), or null when none/ambiguous
    */
-  asset: string;
+  asset: string | null;
   /**
-   * Default expense account
+   * Default OPEN expense account (MRU when multiple), or null when none/ambiguous
    */
-  expense: string;
+  expense: string | null;
   /**
-   * Default income account
+   * Default OPEN income account (MRU when multiple), or null when none/ambiguous
    */
-  income: string;
+  income: string | null;
   /**
-   * Default liability account
+   * Default OPEN liability account (MRU when multiple), or null when none/ambiguous
    */
-  liability: string;
+  liability: string | null;
 };
 
 export type NlpResponseDto = {
@@ -4197,7 +4570,8 @@ export type NlpResponseDto = {
     | 'confirm_rule'
     | 'confirm_account'
     | 'confirm_payee'
-    | 'cancel';
+    | 'cancel'
+    | 'aborted';
   /**
    * Transaction intent detected by EntityRouter (v6.0: 5 core intents). Frontend uses this to render scenario-specific form fields.
    */
@@ -4260,79 +4634,277 @@ export type NlpResponseDto = {
   /**
    * Rule match data (when action is "confirm_rule"). Contains information about medium-confidence rule match for user confirmation.
    */
-  ruleData?: NlpRuleConfirmationDataDto;
+  ruleData?: NlpRuleConfirmationDataDto;
+  /**
+   * Account validation data (when action is "confirm_account"). Contains information about invalid account for user correction.
+   */
+  accountData?: NlpAccountConfirmationDataDto;
+  /**
+   * Payee confirmation data (when action is "confirm_payee"). Contains information about medium/low confidence payee match for user confirmation.
+   */
+  payeeData?: NlpPayeeConfirmationDataDto;
+  /**
+   * Overall confidence score (0-1)
+   */
+  confidence?: number;
+  /**
+   * Confidence threshold for automatic creation (default: 0.75). When confidence < threshold, action will be "confirm" requiring user verification.
+   */
+  confidenceThreshold?: number;
+  /**
+   * Recurring transaction match info (when action is "created"). Contains match details when transaction matches a pending expected transaction.
+   */
+  recurringMatch?: RecurringMatchInfoDto;
+  /**
+   * Recurring rule creation suggestion (when action is "created"). Contains suggestion to create a recurring rule based on detected patterns. Only present when no existing rule matched and similar historical transactions were found.
+   */
+  recurringSuggestion?: RecurringSuggestionDto;
+  /**
+   * Suggested accounts for this transaction (#586). confirm/confirm_rule/confirm_account: predicted (source/destination carry confidence); created: actual persisted accounts (confidence omitted). confirm_account destination is the suggested replacement, never the invalid account.
+   */
+  suggestedAccounts?: NlpSuggestedAccountsDto;
+  /**
+   * Default fallback accounts for the user/region (#586). v1 returns universal constants; per-user personalization is planned.
+   */
+  defaultAccounts?: NlpDefaultAccountsDto;
+};
+
+/**
+ * Response status
+ */
+export type status4 = 'success' | 'pending' | 'error';
+
+/**
+ * Action taken or requested
+ */
+export type action2 =
+  | 'created'
+  | 'ask'
+  | 'confirm'
+  | 'confirm_duplicate'
+  | 'confirm_rule'
+  | 'confirm_account'
+  | 'confirm_payee'
+  | 'cancel'
+  | 'aborted';
+
+/**
+ * Transaction intent detected by EntityRouter (v6.0: 5 core intents). Frontend uses this to render scenario-specific form fields.
+ */
+export type intent = 'expense' | 'asset' | 'income' | 'liability' | 'equity';
+
+/**
+ * Asset sub-type (only present when intent is "asset"). Determines which asset-related form to render.
+ */
+export type assetSubType = 'transfer' | 'banking' | 'investment';
+
+/**
+ * Liability sub-type (only present when intent is "liability"). borrow: borrowing money (Liabilities → Assets), repay: repaying debt (Assets → Liabilities).
+ */
+export type liabilitySubType = 'borrow' | 'repay';
+
+/**
+ * Equity sub-type (only present when intent is "equity"). opening: account opening balance (Equity → Assets), adjustment: balance correction.
+ */
+export type equitySubType = 'opening' | 'adjustment';
+
+export type PlatformListItemDto = {
+  /**
+   * Global platform ID
+   */
+  id: string;
+  /**
+   * Platform name
+   */
+  name: string;
+  /**
+   * Platform URL
+   */
+  url: string;
+  /**
+   * Platform type
+   */
+  type:
+    | 'BANK'
+    | 'BROKERAGE'
+    | 'CRYPTO_EXCHANGE'
+    | 'PAYMENT'
+    | 'INVESTMENT'
+    | 'INSURANCE'
+    | 'OTHER';
+  /**
+   * Canonical identifier in ACCOUNT_RE format (e.g., "icbc")
+   */
+  canonical: string;
+  /**
+   * Suggested path segment — canonical with first char uppercased (ACC_COMP_NAME_RE)
+   */
+  suggestedSegment: string;
+  /**
+   * Logo URL
+   */
+  logoUrl: string | null;
+  /**
+   * Whether user has accounts using this platform
+   */
+  isBound: boolean;
+};
+
+/**
+ * Platform type
+ */
+export type type3 =
+  | 'BANK'
+  | 'BROKERAGE'
+  | 'CRYPTO_EXCHANGE'
+  | 'PAYMENT'
+  | 'INVESTMENT'
+  | 'INSURANCE'
+  | 'OTHER';
+
+export type PlatformMatchResultDto = {
+  /**
+   * Global platform ID
+   */
+  id: string;
+  /**
+   * Platform name (e.g., "ICBC")
+   */
+  name: string;
+  /**
+   * Canonical identifier in ACCOUNT_RE format (e.g., "icbc")
+   */
+  canonical: string;
+  /**
+   * Platform type
+   */
+  type:
+    | 'BANK'
+    | 'BROKERAGE'
+    | 'CRYPTO_EXCHANGE'
+    | 'PAYMENT'
+    | 'INVESTMENT'
+    | 'INSURANCE'
+    | 'OTHER';
+  /**
+   * Suggested path segment — canonical, already in ACCOUNT_RE format
+   */
+  suggestedSegment: string;
+  /**
+   * Logo URL
+   */
+  logoUrl: string | null;
+  /**
+   * How this row matched: 'exact' > 'prefix' > 'substring'
+   */
+  matchType: 'exact' | 'prefix' | 'substring';
+};
+
+/**
+ * How this row matched: 'exact' > 'prefix' > 'substring'
+ */
+export type matchType = 'exact' | 'prefix' | 'substring';
+
+export type PlatformMatchResponseDto = {
+  /**
+   * Ranked matches, best tier first (at most 10 rows)
+   */
+  platforms: Array<PlatformMatchResultDto>;
+  /**
+   * Overall match quality — top row's tier, or 'none' when no hits
+   */
+  matchType: 'none' | 'exact' | 'prefix' | 'substring';
+  /**
+   * Total matches before LIMIT (truncation transparency)
+   */
+  total: number;
+  /**
+   * true when total > platforms.length (more matches exist)
+   */
+  hasMore: boolean;
+};
+
+/**
+ * Overall match quality — top row's tier, or 'none' when no hits
+ */
+export type matchType2 = 'none' | 'exact' | 'prefix' | 'substring';
+
+export type CreatePlatformDto = {
+  /**
+   * Platform name
+   */
+  name: string;
+  /**
+   * Platform canonical identifier (lowercase, kebab-case)
+   */
+  canonical: string;
+  /**
+   * Platform aliases (multi-language names for lookup)
+   */
+  aliases: Array<string>;
+  /**
+   * Platform URL
+   */
+  url: string;
+  /**
+   * Platform type
+   */
+  type:
+    | 'BANK'
+    | 'BROKERAGE'
+    | 'CRYPTO_EXCHANGE'
+    | 'PAYMENT'
+    | 'INVESTMENT'
+    | 'INSURANCE'
+    | 'OTHER';
+  /**
+   * Platform logo URL
+   */
+  logoUrl?: string;
   /**
-   * Account validation data (when action is "confirm_account"). Contains information about invalid account for user correction.
+   * Whether the platform is active
    */
-  accountData?: NlpAccountConfirmationDataDto;
+  isActive?: boolean;
+};
+
+export type UpdatePlatformDto = {
   /**
-   * Payee confirmation data (when action is "confirm_payee"). Contains information about medium/low confidence payee match for user confirmation.
+   * Platform name
    */
-  payeeData?: NlpPayeeConfirmationDataDto;
+  name?: string;
   /**
-   * Overall confidence score (0-1)
+   * Platform canonical identifier (lowercase, kebab-case)
    */
-  confidence?: number;
+  canonical?: string;
   /**
-   * Confidence threshold for automatic creation (default: 0.75). When confidence < threshold, action will be "confirm" requiring user verification.
+   * Platform aliases (multi-language names for lookup)
    */
-  confidenceThreshold?: number;
+  aliases?: Array<string>;
   /**
-   * Recurring transaction match info (when action is "created"). Contains match details when transaction matches a pending expected transaction.
+   * Platform URL
    */
-  recurringMatch?: RecurringMatchInfoDto;
+  url?: string;
   /**
-   * Recurring rule creation suggestion (when action is "created"). Contains suggestion to create a recurring rule based on detected patterns. Only present when no existing rule matched and similar historical transactions were found.
+   * Platform type
    */
-  recurringSuggestion?: RecurringSuggestionDto;
+  type?:
+    | 'BANK'
+    | 'BROKERAGE'
+    | 'CRYPTO_EXCHANGE'
+    | 'PAYMENT'
+    | 'INVESTMENT'
+    | 'INSURANCE'
+    | 'OTHER';
   /**
-   * Suggested accounts for this transaction. Contains recommended source and destination accounts based on the detected intent and rules.
+   * Platform logo URL
    */
-  suggestedAccounts?: NlpSuggestedAccountsDto;
+  logoUrl?: string;
   /**
-   * Default accounts for the user/region. These are fallback accounts used when no specific suggestion is available.
+   * Whether the platform is active
    */
-  defaultAccounts?: NlpDefaultAccountsDto;
+  isActive?: boolean;
 };
 
-/**
- * Response status
- */
-export type status4 = 'success' | 'pending' | 'error';
-
-/**
- * Action taken or requested
- */
-export type action2 =
-  | 'created'
-  | 'ask'
-  | 'confirm'
-  | 'confirm_duplicate'
-  | 'confirm_rule'
-  | 'confirm_account'
-  | 'confirm_payee'
-  | 'cancel';
-
-/**
- * Transaction intent detected by EntityRouter (v6.0: 5 core intents). Frontend uses this to render scenario-specific form fields.
- */
-export type intent = 'expense' | 'asset' | 'income' | 'liability' | 'equity';
-
-/**
- * Asset sub-type (only present when intent is "asset"). Determines which asset-related form to render.
- */
-export type assetSubType = 'transfer' | 'banking' | 'investment';
-
-/**
- * Liability sub-type (only present when intent is "liability"). borrow: borrowing money (Liabilities → Assets), repay: repaying debt (Assets → Liabilities).
- */
-export type liabilitySubType = 'borrow' | 'repay';
-
-/**
- * Equity sub-type (only present when intent is "equity"). opening: account opening balance (Equity → Assets), adjustment: balance correction.
- */
-export type equitySubType = 'opening' | 'adjustment';
-
 export type NetWorthByCurrencyDto = {
   /**
    * Net worth by currency
@@ -5024,309 +5596,168 @@ export type HoldingPnlWarningDto = {
 export type type4 =
   | 'MISSING_COST_FX_RATE'
   | 'MISSING_MARKET_FX_RATE'
-  | 'MISSING_SALE_PRICE'
-  | 'MISSING_REALIZED_FX_RATE'
-  | 'OVERSOLD_LOTS'
-  | 'NO_PRICE'
-  | 'MIXED_COST_CURRENCY';
-
-export type HoldingPnlResponseDto = {
-  asOfDate: string;
-  baseCurrency: string;
-  /**
-   * Realized-P&L lot-matching method (FIFO or average). Unrealized cost basis remains average regardless of this value (#473).
-   */
-  method: 'average' | 'FIFO';
-  rows: Array<HoldingPnlRowDto>;
-  warnings: Array<HoldingPnlWarningDto>;
-};
-
-/**
- * Realized-P&L lot-matching method (FIFO or average). Unrealized cost basis remains average regardless of this value (#473).
- */
-export type method = 'average' | 'FIFO';
-
-export type CreateBeanPriceDto = {
-  /**
-   * Currency being priced (e.g., USD, AAPL, BTC)
-   */
-  currency: string;
-  /**
-   * Quote currency (pricing currency, e.g., CNY, EUR)
-   */
-  quoteCurrency: string;
-  /**
-   * Price amount (MUST be >= 0 per Beancount spec, supports up to 15 decimal places). Zero allowed for conversion entries, negative strictly prohibited.
-   */
-  amount: number;
-  /**
-   * Price date (ISO 8601 format)
-   */
-  date: string;
-  /**
-   * Metadata (validated by Zod schema, max field lengths enforced)
-   */
-  metadata?: {
-    [key: string]: unknown;
-  };
-};
-
-export type PriceResponseDto = {
-  /**
-   * Unique identifier
-   */
-  id: string;
-  /**
-   * User ID (owner of the price)
-   */
-  userId: string;
-  /**
-   * Currency being priced (e.g., USD, AAPL, BTC)
-   */
-  currency: string;
-  /**
-   * Quote currency (pricing currency, e.g., USD, CNY)
-   */
-  quoteCurrency: string;
-  /**
-   * Price amount (corresponds to Beancount Amount.number). Supports up to 15 decimal places.
-   */
-  amount: number;
-  /**
-   * Price date (ISO 8601 format). Represents the date this price was valid.
-   */
-  date: string;
-  /**
-   * Metadata (corresponds to Beancount meta field). Contains source, confidence, note, etc.
-   */
-  meta: {
-    [key: string]: unknown;
-  };
-  /**
-   * Creation timestamp
-   */
-  createdAt: string;
-  /**
-   * Last update timestamp
-   */
-  updatedAt: string;
-};
-
-export type PriceListResponseDto = {
-  /**
-   * List of prices
-   */
-  items: Array<PriceResponseDto>;
-  /**
-   * Total number of prices
-   */
-  total: number;
-};
-
-export type UpdateBeanPriceDto = {
-  /**
-   * Currency being priced
-   */
-  currency?: string;
-  /**
-   * Quote currency (pricing currency)
-   */
-  quoteCurrency?: string;
-  /**
-   * Price amount (MUST be >= 0 per Beancount spec)
-   */
-  amount?: number;
-  /**
-   * Price date (ISO 8601 format)
-   */
-  date?: string;
-  /**
-   * Metadata
-   */
-  metadata?: {
-    [key: string]: unknown;
-  };
-};
-
-export type CurrencyBalanceDto = {
-  /**
-   * ISO 4217 currency code
-   */
-  currency: string;
-  /**
-   * Balance amount
-   */
-  balance: string;
-};
-
-export type TimeSeriesPointDto = {
-  /**
-   * Date in YYYY-MM-DD format
-   */
-  date: string;
-  /**
-   * Value at this date (in base currency)
-   */
-  value: string;
-  /**
-   * Change from previous point
-   */
-  change?: {
-    [key: string]: unknown;
-  };
-  /**
-   * Total assets at this date (in base currency)
-   */
-  assets?: string;
-  /**
-   * Total liabilities at this date (in base currency)
-   */
-  liabilities?: string;
-  /**
-   * Multi-currency breakdown for this point
-   */
-  byCurrency?: Array<CurrencyBalanceDto>;
-};
-
-export type TrendSummaryDto = {
-  /**
-   * Value at start of period
-   */
-  startValue: string;
-  /**
-   * Value at end of period
-   */
-  endValue: string;
-  /**
-   * Total change over period
-   */
-  totalChange: string;
+  | 'MISSING_SALE_PRICE'
+  | 'MISSING_REALIZED_FX_RATE'
+  | 'OVERSOLD_LOTS'
+  | 'NO_PRICE'
+  | 'MIXED_COST_CURRENCY';
+
+export type HoldingPnlResponseDto = {
+  asOfDate: string;
+  baseCurrency: string;
   /**
-   * Total change percentage
+   * Realized-P&L lot-matching method (FIFO or average). Unrealized cost basis remains average regardless of this value (#473).
    */
-  totalChangePercentage: string;
+  method: 'average' | 'FIFO';
+  rows: Array<HoldingPnlRowDto>;
+  warnings: Array<HoldingPnlWarningDto>;
 };
 
-export type MultiCurrencyPointDto = {
-  /**
-   * Date in YYYY-MM-DD format
-   */
-  date: string;
+/**
+ * Realized-P&L lot-matching method (FIFO or average). Unrealized cost basis remains average regardless of this value (#473).
+ */
+export type method = 'average' | 'FIFO';
+
+export type AnonymousLoginDto = {
   /**
-   * Balances by currency
+   * Access token for anonymous login
    */
-  byCurrency: Array<CurrencyBalanceDto>;
+  accessToken: string;
 };
 
-export type PortfolioTrendsResponseDto = {
-  /**
-   * Time series data points
-   */
-  series: Array<TimeSeriesPointDto>;
-  /**
-   * Period summary
-   */
-  summary: TrendSummaryDto;
+export type AnonymousLoginResponseDto = {
   /**
-   * Period requested
+   * JWT auth token
    */
-  period: string;
+  authToken: string;
+};
+
+export type SymbolSearchResultDto = {
+  symbol: string;
+  name?: {
+    [key: string]: unknown;
+  } | null;
+  exchange?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Data granularity
+   * OpenBB asset_type (e.g. stock, etf)
    */
-  granularity: string;
+  assetType?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Base currency for converted values
+   * IGN asset class (region.types.ts ASSET_CLASSES)
    */
-  currency: string;
+  assetClass?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Multi-currency time series (each point has currency breakdown)
+   * IGN asset sub-class (region.types.ts ASSET_SUB_CLASSES)
    */
-  byCurrency?: Array<MultiCurrencyPointDto>;
+  assetSubClass?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Exchange rate warnings
+   * Trading currency (extra_data or inferred from exchange)
    */
-  warnings?: Array<ExchangeRateWarningDto>;
+  currency?: {
+    [key: string]: unknown;
+  } | null;
 };
 
-export type CashFlowPointDto = {
-  /**
-   * Month key (YYYY-MM)
-   */
-  month: string;
+export type SymbolQuoteDto = {
+  symbol?: string;
+  name?: {
+    [key: string]: unknown;
+  } | null;
+  exchange?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Income in base currency (absolute, converted)
+   * OpenBB asset_type
    */
-  income: string;
+  assetType?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Expense in base currency (absolute, converted)
+   * IGN asset class
    */
-  expense: string;
+  assetClass?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * netSavings = income − expense (savings positive)
+   * IGN asset sub-class
    */
-  netSavings: string;
-};
-
-export type CashFlowTrendSummaryDto = {
+  assetSubClass?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Total income across the period
+   * Trading currency (extra_data or inferred from exchange)
    */
-  totalIncome: string;
+  currency?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Total expense across the period
+   * Latest price (Decimal string)
    */
-  totalExpense: string;
+  price?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * income − expense across the period
+   * Date the price was observed (ISO yyyy-MM-dd)
    */
-  totalNetSavings: string;
+  priceDate?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * totalNetSavings divided by the window length (N months, incl. zero-filled)
+   * Change vs previous close, in percentage points (1.7 == 1.7%). openbb stores change_percent as a normalized decimal; this exposes percentage points for frontend convenience.
    */
-  averageMonthlyNetSavings: string;
-};
-
-export type CashFlowTrendsResponseDto = {
+  changePercent?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Monthly cash-flow series (fixed N-month window, zero-filled)
+   * Previous close (Decimal string)
    */
-  series: Array<CashFlowPointDto>;
+  prevClose?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Period totals
+   * Day open (Decimal string)
    */
-  summary: CashFlowTrendSummaryDto;
+  open?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Period requested
+   * Day high (Decimal string)
    */
-  period: string;
+  high?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Data granularity (v1 returns month buckets)
+   * Day low (Decimal string)
    */
-  granularity: string;
+  low?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Base currency for converted values
+   * Day volume (Decimal string)
    */
-  currency: string;
+  volume?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Exchange rate warnings (e.g. missing rate for a currency)
+   * 52-week high (Decimal string)
    */
-  warnings?: Array<ExchangeRateWarningDto>;
-};
-
-export type GenerateSnapshotBody = unknown;
-
-export type GenerateSnapshotResponse = unknown;
-
-export type BackfillSnapshotsBody = unknown;
-
-export type BackfillSnapshotsResponse = unknown;
-
-export type AnonymousLoginDto = {
+  yearHigh?: {
+    [key: string]: unknown;
+  } | null;
   /**
-   * Access token for anonymous login
+   * 52-week low (Decimal string)
    */
-  accessToken: string;
+  yearLow?: {
+    [key: string]: unknown;
+  } | null;
 };
 
 export type AccountControllerCreateData = {
@@ -5357,7 +5788,7 @@ export type AccountControllerFindAllData = {
    */
   region: 'cn' | 'us' | 'de' | 'gb';
   /**
-   * Search term for path or i18nKey
+   * Search term for account path
    */
   search?: string;
   /**
@@ -5440,6 +5871,21 @@ export type AccountControllerReopenData = {
 
 export type AccountControllerReopenResponse = AccountResponseDto;
 
+export type AccountControllerAddOpeningBalanceData = {
+  /**
+   * Account UUID
+   */
+  id: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: CreateOpeningBalanceDto;
+};
+
+export type AccountControllerAddOpeningBalanceResponse =
+  OpeningBalanceResultDto;
+
 export type AccountStandardsControllerGetTemplatesData = {
   /**
    * Region code (cn, us, de)
@@ -5628,7 +6074,7 @@ export type TransactionControllerDeleteResponse = void;
 
 export type BalanceControllerGetBalanceData = {
   /**
-   * Account name (e.g., "Assets:Bank:Checking")
+   * Account name (e.g., "Assets:Checking")
    */
   account: string;
   /**
@@ -6003,32 +6449,129 @@ export type CommodityControllerDeleteData = {
   /**
    * Commodity symbol
    */
-  symbol: string;
+  symbol: string;
+};
+
+export type CommodityControllerDeleteResponse = void;
+
+export type CommodityControllerGetOrCreateData = {
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  /**
+   * Commodity symbol
+   */
+  symbol: string;
+};
+
+export type CommodityControllerGetOrCreateResponse = CommodityResponseDto;
+
+export type CommodityControllerBulkCreateData = {
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type CommodityControllerBulkCreateResponse = Array<CommodityResponseDto>;
+
+export type PriceControllerCreateData = {
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: CreateBeanPriceDto;
+};
+
+export type PriceControllerCreateResponse = PriceResponseDto;
+
+export type PriceControllerFindAllData = {
+  /**
+   * Filter by currency (e.g., BTC, AAPL, USD)
+   */
+  currency?: string;
+  /**
+   * Filter prices from this date (ISO 8601 format)
+   */
+  dateFrom?: string;
+  /**
+   * Filter prices to this date (ISO 8601 format)
+   */
+  dateTo?: string;
+  /**
+   * Number of items per page (default: 20, max: 100)
+   */
+  limit?: number;
+  /**
+   * Page number for pagination (default: 1)
+   */
+  page?: number;
+  /**
+   * Filter by quote currency (pricing currency, e.g., USD, CNY)
+   */
+  quoteCurrency?: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  /**
+   * Search term for currency or quoteCurrency (case-insensitive partial match)
+   */
+  search?: string;
+};
+
+export type PriceControllerFindAllResponse = PriceListResponseDto;
+
+export type PriceControllerFindOneData = {
+  /**
+   * Price ID
+   */
+  id: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type PriceControllerFindOneResponse = PriceResponseDto;
+
+export type PriceControllerUpdateData = {
+  /**
+   * Price ID
+   */
+  id: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: UpdateBeanPriceDto;
 };
 
-export type CommodityControllerDeleteResponse = void;
+export type PriceControllerUpdateResponse = PriceResponseDto;
 
-export type CommodityControllerGetOrCreateData = {
+export type PriceControllerDeleteData = {
   /**
-   * Region code for tenant context
+   * Price ID
    */
-  region: 'cn' | 'us' | 'de' | 'gb';
+  id: string;
   /**
-   * Commodity symbol
+   * Region code for tenant context
    */
-  symbol: string;
+  region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type CommodityControllerGetOrCreateResponse = CommodityResponseDto;
+export type PriceControllerDeleteResponse = void;
 
-export type CommodityControllerBulkCreateData = {
+export type PriceControllerBulkCreateData = {
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: Array<string>;
 };
 
-export type CommodityControllerBulkCreateResponse = Array<CommodityResponseDto>;
+export type PriceControllerBulkCreateResponse = Array<PriceResponseDto>;
 
 export type RecurringRuleControllerCreateData = {
   /**
@@ -6263,6 +6806,154 @@ export type ForecastControllerGetForecastData = {
 
 export type ForecastControllerGetForecastResponse = ForecastResponseDto;
 
+export type ReportingControllerGetPortfolioTrendsData = {
+  /**
+   * Data granularity
+   */
+  granularity?: 'day' | 'week' | 'month';
+  /**
+   * Time period
+   */
+  period?: '1m' | '3m' | '6m' | '1y';
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type ReportingControllerGetPortfolioTrendsResponse =
+  PortfolioTrendsResponseDto;
+
+export type ReportingControllerGetCashFlowTrendsData = {
+  /**
+   * Data granularity (accepted for API symmetry; v1 returns month buckets)
+   */
+  granularity?: 'day' | 'week' | 'month';
+  /**
+   * Time period
+   */
+  period?: '1m' | '3m' | '6m' | '1y';
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type ReportingControllerGetCashFlowTrendsResponse =
+  CashFlowTrendsResponseDto;
+
+export type ReportingControllerGenerateSnapshotData = {
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  /**
+   * Optional date (defaults to today)
+   */
+  requestBody: GenerateSnapshotBody;
+};
+
+export type ReportingControllerGenerateSnapshotResponse =
+  GenerateSnapshotResponse;
+
+export type ReportingControllerBackfillSnapshotsData = {
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: BackfillSnapshotsBody;
+};
+
+export type ReportingControllerBackfillSnapshotsResponse =
+  BackfillSnapshotsResponse;
+
+export type UserControllerDeleteOwnUserData = {
+  requestBody: DeleteOwnUserDto;
+};
+
+export type UserControllerDeleteOwnUserResponse = void;
+
+export type UserControllerGetUserData = {
+  acceptLanguage: string;
+};
+
+export type UserControllerGetUserResponse = unknown;
+
+export type UserControllerSignupUserData = {
+  requestBody: SignupDto;
+};
+
+export type UserControllerSignupUserResponse = SignupResponseDto;
+
+export type UserControllerDeleteUserData = {
+  /**
+   * User ID to delete
+   */
+  id: string;
+};
+
+export type UserControllerDeleteUserResponse = void;
+
+export type UserControllerGetUserInfoData = {
+  /**
+   * User ID
+   */
+  id: string;
+};
+
+export type UserControllerGetUserInfoResponse = unknown;
+
+export type UserControllerUpdateUserSettingData = {
+  requestBody: UpdateUserSettingDto;
+};
+
+export type UserControllerUpdateUserSettingResponse = unknown;
+
+export type UserControllerGetAllUserSettingsByPageData = {
+  /**
+   * Page number
+   */
+  pageNo: number;
+  /**
+   * Page size
+   */
+  pageSize: number;
+};
+
+export type UserControllerGetAllUserSettingsByPageResponse = unknown;
+
+export type UserControllerGetAssetLiabilitySummaryResponse = unknown;
+
+export type PropertyControllerGetAllResponse = unknown;
+
+export type PropertyControllerGetByKeyData = {
+  /**
+   * Property key
+   */
+  key: string;
+};
+
+export type PropertyControllerGetByKeyResponse = unknown;
+
+export type PropertyControllerUpdateData = {
+  /**
+   * Property key
+   */
+  key: string;
+  requestBody: UpdatePropertyDto;
+};
+
+export type PropertyControllerUpdateResponse = unknown;
+
+export type PropertyControllerDeleteData = {
+  /**
+   * Property key
+   */
+  key: string;
+};
+
+export type PropertyControllerDeleteResponse = void;
+
 export type TransactionRuleControllerCreateData = {
   /**
    * Region code for tenant context
@@ -6406,94 +7097,7 @@ export type TransactionRuleControllerTestData = {
   ruleId: string;
 };
 
-export type TransactionRuleControllerTestResponse = TestRuleResponseDto;
-
-export type UserControllerDeleteOwnUserData = {
-  requestBody: DeleteOwnUserDto;
-};
-
-export type UserControllerDeleteOwnUserResponse = void;
-
-export type UserControllerGetUserData = {
-  acceptLanguage: string;
-};
-
-export type UserControllerGetUserResponse = unknown;
-
-export type UserControllerSignupUserData = {
-  requestBody: SignupDto;
-};
-
-export type UserControllerSignupUserResponse = unknown;
-
-export type UserControllerDeleteUserData = {
-  /**
-   * User ID to delete
-   */
-  id: string;
-};
-
-export type UserControllerDeleteUserResponse = void;
-
-export type UserControllerGetUserInfoData = {
-  /**
-   * User ID
-   */
-  id: string;
-};
-
-export type UserControllerGetUserInfoResponse = unknown;
-
-export type UserControllerUpdateUserSettingData = {
-  requestBody: UpdateUserSettingDto;
-};
-
-export type UserControllerUpdateUserSettingResponse = unknown;
-
-export type UserControllerGetAllUserSettingsByPageData = {
-  /**
-   * Page number
-   */
-  pageNo: number;
-  /**
-   * Page size
-   */
-  pageSize: number;
-};
-
-export type UserControllerGetAllUserSettingsByPageResponse = unknown;
-
-export type UserControllerGetAssetLiabilitySummaryResponse = unknown;
-
-export type PropertyControllerGetAllResponse = unknown;
-
-export type PropertyControllerGetByKeyData = {
-  /**
-   * Property key
-   */
-  key: string;
-};
-
-export type PropertyControllerGetByKeyResponse = unknown;
-
-export type PropertyControllerUpdateData = {
-  /**
-   * Property key
-   */
-  key: string;
-  requestBody: UpdatePropertyDto;
-};
-
-export type PropertyControllerUpdateResponse = unknown;
-
-export type PropertyControllerDeleteData = {
-  /**
-   * Property key
-   */
-  key: string;
-};
-
-export type PropertyControllerDeleteResponse = void;
+export type TransactionRuleControllerTestResponse = TestRuleResponseDto;
 
 export type EventControllerCreateData = {
   /**
@@ -6593,6 +7197,16 @@ export type EventControllerGetSliceData = {
 
 export type EventControllerGetSliceResponse = unknown;
 
+export type OnboardingControllerBootstrapData = {
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: OnboardingDto;
+};
+
+export type OnboardingControllerBootstrapResponse = unknown;
+
 export type ReconciliationControllerComputeData = {
   /**
    * Region code for tenant context (decorative for reconciliation)
@@ -6730,48 +7344,6 @@ export type ImporterConfigControllerResetConfigData = {
 
 export type ImporterConfigControllerResetConfigResponse = ImporterConfigDto;
 
-export type PlatformControllerFindAllResponse = unknown;
-
-export type PlatformControllerCreateData = {
-  requestBody: CreatePlatformDto;
-};
-
-export type PlatformControllerCreateResponse = unknown;
-
-export type PlatformControllerGetPlatformListResponse = unknown;
-
-export type PlatformControllerMatchPlatformsData = {
-  /**
-   * Search query — Chinese name, English name, or abbreviation
-   */
-  q: string;
-  /**
-   * Region code for category override lookup
-   */
-  region?: string;
-};
-
-export type PlatformControllerMatchPlatformsResponse = unknown;
-
-export type PlatformControllerUpdateData = {
-  /**
-   * Platform ID
-   */
-  id: string;
-  requestBody: UpdatePlatformDto;
-};
-
-export type PlatformControllerUpdateResponse = unknown;
-
-export type PlatformControllerDeleteData = {
-  /**
-   * Platform ID
-   */
-  id: string;
-};
-
-export type PlatformControllerDeleteResponse = void;
-
 export type ProviderSyncControllerSyncData = {
   /**
    * Provider name
@@ -6817,6 +7389,49 @@ export type ProviderSyncControllerIsProviderSupportedData = {
 
 export type ProviderSyncControllerIsProviderSupportedResponse = unknown;
 
+export type ExternalAccountLinkControllerCreateData = {
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+  requestBody: CreateExternalAccountLinkDto;
+};
+
+export type ExternalAccountLinkControllerCreateResponse =
+  ExternalAccountLinkResponseDto;
+
+export type ExternalAccountLinkControllerFindAllData = {
+  provider: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type ExternalAccountLinkControllerFindAllResponse =
+  ExternalAccountLinkListResponseDto;
+
+export type ExternalAccountLinkControllerFindOneData = {
+  id: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type ExternalAccountLinkControllerFindOneResponse =
+  ExternalAccountLinkResponseDto;
+
+export type ExternalAccountLinkControllerRemoveData = {
+  id: string;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+export type ExternalAccountLinkControllerRemoveResponse = void;
+
 export type TelemetryControllerReportTelemetryData = {
   /**
    * Region code for tenant context
@@ -6889,225 +7504,114 @@ export type NlpControllerGetSessionData = {
 
 export type NlpControllerGetSessionResponse = unknown;
 
-export type DashboardControllerGetNetWorthData = {
-  /**
-   * Date for balance calculation (ISO 8601 format)
-   */
-  date?: string;
-  /**
-   * Region code for tenant context
-   */
-  region: 'cn' | 'us' | 'de' | 'gb';
-};
-
-export type DashboardControllerGetNetWorthResponse = NetWorthResponseDto;
-
-export type DashboardControllerGetAccountsData = {
-  /**
-   * Scope to a single account (only valid with groupBy=holdingAssetClass, ADR-0105 §6)
-   */
-  accountId?: string;
-  /**
-   * Date for balance calculation (ISO 8601 format)
-   */
-  date?: string;
-  /**
-   * Grouping strategy
-   */
-  groupBy?:
-    | 'platform'
-    | 'assetClass'
-    | 'holdingAssetClass'
-    | 'holdingAssetClassByAccount';
-  /**
-   * Region code for tenant context
-   */
-  region: 'cn' | 'us' | 'de' | 'gb';
-};
-
-export type DashboardControllerGetAccountsResponse =
-  | AccountsResponseDto
-  | AssetClassAccountsResponseDto
-  | HoldingAssetClassCrossAccountResponseDto;
+export type PlatformControllerFindAllResponse = unknown;
 
-export type DashboardControllerGetCashFlowData = {
-  /**
-   * Period in YYYY-MM format
-   */
-  period: string;
-  /**
-   * Region code for tenant context
-   */
-  region: 'cn' | 'us' | 'de' | 'gb';
+export type PlatformControllerCreateData = {
+  requestBody: CreatePlatformDto;
 };
 
-export type DashboardControllerGetCashFlowResponse = CashFlowResponseDto;
-
-export type DashboardControllerGetExpensesData = {
-  /**
-   * Account root to aggregate (expense → ^Expenses:, income → ^Income:)
-   */
-  flow?: 'expense' | 'income';
-  /**
-   * Grouping strategy
-   */
-  groupBy?: 'category';
-  /**
-   * Time window (1m = current calendar month)
-   */
-  period?: '1m' | '3m' | '6m' | '1y';
-  /**
-   * Region code for tenant context
-   */
-  region: 'cn' | 'us' | 'de' | 'gb';
-};
+export type PlatformControllerCreateResponse = unknown;
 
-export type DashboardControllerGetExpensesResponse =
-  ExpensesByCategoryResponseDto;
+export type PlatformControllerGetPlatformListResponse =
+  Array<PlatformListItemDto>;
 
-export type HoldingPnlControllerGetHoldingPnlData = {
-  /**
-   * Scope to a single account
-   */
-  accountId?: string;
-  /**
-   * As-of date (ISO 8601), defaults to today
-   */
-  asOf?: string;
+export type PlatformControllerMatchPlatformsData = {
   /**
-   * Realized-P&L lot-matching method (default average). Does not affect the average-cost unrealized basis.
+   * Search query — Chinese name, English name, or abbreviation
    */
-  method?: 'FIFO' | 'average';
+  q: string;
   /**
-   * Region code for tenant context
+   * Region code for category override lookup
    */
-  region: 'cn' | 'us' | 'de' | 'gb';
+  region?: string;
 };
 
-export type HoldingPnlControllerGetHoldingPnlResponse = HoldingPnlResponseDto;
+export type PlatformControllerMatchPlatformsResponse = PlatformMatchResponseDto;
 
-export type PriceControllerCreateData = {
+export type PlatformControllerUpdateData = {
   /**
-   * Region code for tenant context
+   * Platform ID
    */
-  region: 'cn' | 'us' | 'de' | 'gb';
-  requestBody: CreateBeanPriceDto;
+  id: string;
+  requestBody: UpdatePlatformDto;
 };
 
-export type PriceControllerCreateResponse = PriceResponseDto;
+export type PlatformControllerUpdateResponse = unknown;
 
-export type PriceControllerFindAllData = {
-  /**
-   * Filter by currency (e.g., BTC, AAPL, USD)
-   */
-  currency?: string;
-  /**
-   * Filter prices from this date (ISO 8601 format)
-   */
-  dateFrom?: string;
-  /**
-   * Filter prices to this date (ISO 8601 format)
-   */
-  dateTo?: string;
-  /**
-   * Number of items per page (default: 20, max: 100)
-   */
-  limit?: number;
-  /**
-   * Page number for pagination (default: 1)
-   */
-  page?: number;
-  /**
-   * Filter by quote currency (pricing currency, e.g., USD, CNY)
-   */
-  quoteCurrency?: string;
-  /**
-   * Region code for tenant context
-   */
-  region: 'cn' | 'us' | 'de' | 'gb';
+export type PlatformControllerDeleteData = {
   /**
-   * Search term for currency or quoteCurrency (case-insensitive partial match)
+   * Platform ID
    */
-  search?: string;
+  id: string;
 };
 
-export type PriceControllerFindAllResponse = PriceListResponseDto;
+export type PlatformControllerDeleteResponse = void;
 
-export type PriceControllerFindOneData = {
+export type DashboardControllerGetNetWorthData = {
   /**
-   * Price ID
+   * Date for balance calculation (ISO 8601 format)
    */
-  id: string;
+  date?: string;
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type PriceControllerFindOneResponse = PriceResponseDto;
+export type DashboardControllerGetNetWorthResponse = NetWorthResponseDto;
 
-export type PriceControllerUpdateData = {
-  /**
-   * Price ID
-   */
-  id: string;
+export type DashboardControllerGetAccountsData = {
   /**
-   * Region code for tenant context
+   * Scope to a single account (only valid with groupBy=holdingAssetClass, ADR-0105 §6)
    */
-  region: 'cn' | 'us' | 'de' | 'gb';
-  requestBody: UpdateBeanPriceDto;
-};
-
-export type PriceControllerUpdateResponse = PriceResponseDto;
-
-export type PriceControllerDeleteData = {
+  accountId?: string;
   /**
-   * Price ID
+   * Date for balance calculation (ISO 8601 format)
    */
-  id: string;
+  date?: string;
   /**
-   * Region code for tenant context
+   * Grouping strategy
    */
-  region: 'cn' | 'us' | 'de' | 'gb';
-};
-
-export type PriceControllerDeleteResponse = void;
-
-export type PriceControllerBulkCreateData = {
+  groupBy?:
+    | 'platform'
+    | 'assetClass'
+    | 'holdingAssetClass'
+    | 'holdingAssetClassByAccount';
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
-  requestBody: Array<string>;
 };
 
-export type PriceControllerBulkCreateResponse = Array<PriceResponseDto>;
+export type DashboardControllerGetAccountsResponse =
+  | AccountsResponseDto
+  | AssetClassAccountsResponseDto
+  | HoldingAssetClassCrossAccountResponseDto;
 
-export type ReportingControllerGetPortfolioTrendsData = {
-  /**
-   * Data granularity
-   */
-  granularity?: 'day' | 'week' | 'month';
+export type DashboardControllerGetCashFlowData = {
   /**
-   * Time period
+   * Period in YYYY-MM format
    */
-  period?: '1m' | '3m' | '6m' | '1y';
+  period: string;
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type ReportingControllerGetPortfolioTrendsResponse =
-  PortfolioTrendsResponseDto;
+export type DashboardControllerGetCashFlowResponse = CashFlowResponseDto;
 
-export type ReportingControllerGetCashFlowTrendsData = {
+export type DashboardControllerGetExpensesData = {
   /**
-   * Data granularity (accepted for API symmetry; v1 returns month buckets)
+   * Account root to aggregate (expense → ^Expenses:, income → ^Income:)
    */
-  granularity?: 'day' | 'week' | 'month';
+  flow?: 'expense' | 'income';
   /**
-   * Time period
+   * Grouping strategy
+   */
+  groupBy?: 'category';
+  /**
+   * Time window (1m = current calendar month)
    */
   period?: '1m' | '3m' | '6m' | '1y';
   /**
@@ -7116,33 +7620,29 @@ export type ReportingControllerGetCashFlowTrendsData = {
   region: 'cn' | 'us' | 'de' | 'gb';
 };
 
-export type ReportingControllerGetCashFlowTrendsResponse =
-  CashFlowTrendsResponseDto;
+export type DashboardControllerGetExpensesResponse =
+  ExpensesByCategoryResponseDto;
 
-export type ReportingControllerGenerateSnapshotData = {
+export type HoldingPnlControllerGetHoldingPnlData = {
   /**
-   * Region code for tenant context
+   * Scope to a single account
    */
-  region: 'cn' | 'us' | 'de' | 'gb';
+  accountId?: string;
   /**
-   * Optional date (defaults to today)
+   * As-of date (ISO 8601), defaults to today
    */
-  requestBody: GenerateSnapshotBody;
-};
-
-export type ReportingControllerGenerateSnapshotResponse =
-  GenerateSnapshotResponse;
-
-export type ReportingControllerBackfillSnapshotsData = {
+  asOf?: string;
+  /**
+   * Realized-P&L lot-matching method (default average). Does not affect the average-cost unrealized basis.
+   */
+  method?: 'FIFO' | 'average';
   /**
    * Region code for tenant context
    */
   region: 'cn' | 'us' | 'de' | 'gb';
-  requestBody: BackfillSnapshotsBody;
 };
 
-export type ReportingControllerBackfillSnapshotsResponse =
-  BackfillSnapshotsResponse;
+export type HoldingPnlControllerGetHoldingPnlResponse = HoldingPnlResponseDto;
 
 export type ApiKeysControllerCreateApiKeyResponse = unknown;
 
@@ -7150,7 +7650,7 @@ export type AuthControllerAccessTokenLoginData = {
   requestBody: AnonymousLoginDto;
 };
 
-export type AuthControllerAccessTokenLoginResponse = unknown;
+export type AuthControllerAccessTokenLoginResponse = AnonymousLoginResponseDto;
 
 export type CacheControllerFlushCacheResponse = unknown;
 
@@ -7190,6 +7690,33 @@ export type HealthControllerGetMetricsResponse = unknown;
 
 export type InfoControllerGetInfoResponse = unknown;
 
+export type SymbolControllerSearchData = {
+  /**
+   * Filter by OpenBB asset_type (e.g. stock, etf)
+   */
+  assetType?: string;
+  /**
+   * Filter by exchange code (e.g. US, HK, SS, SZ)
+   */
+  exchange?: string;
+  /**
+   * Maximum number of results (clamped 1..50)
+   */
+  limit?: number;
+  /**
+   * Search term — matched against symbol and instrument name. Empty string returns [].
+   */
+  q: string;
+};
+
+export type SymbolControllerSearchResponse = Array<SymbolSearchResultDto>;
+
+export type SymbolControllerGetQuoteData = {
+  symbol: string;
+};
+
+export type SymbolControllerGetQuoteResponse = SymbolQuoteDto;
+
 export type $OpenApiTs = {
   '/api/v1/{region}/bean/accounts': {
     post: {
@@ -7298,6 +7825,25 @@ export type $OpenApiTs = {
       };
     };
   };
+  '/api/v1/{region}/bean/accounts/{id}/opening-balance': {
+    post: {
+      req: AccountControllerAddOpeningBalanceData;
+      res: {
+        /**
+         * Opening-balance transaction created
+         */
+        201: OpeningBalanceResultDto;
+        /**
+         * Account not found
+         */
+        404: unknown;
+        /**
+         * An opening balance already exists for this account
+         */
+        409: unknown;
+      };
+    };
+  };
   '/api/v1/{region}/bean/account-standards': {
     get: {
       req: AccountStandardsControllerGetTemplatesData;
@@ -7906,6 +8452,90 @@ export type $OpenApiTs = {
       };
     };
   };
+  '/api/v1/{region}/bean/prices': {
+    post: {
+      req: PriceControllerCreateData;
+      res: {
+        /**
+         * Price created successfully
+         */
+        201: PriceResponseDto;
+        /**
+         * Currency or quoteCurrency commodity not found
+         */
+        404: unknown;
+        /**
+         * Price already exists for this currency pair and date
+         */
+        409: unknown;
+      };
+    };
+    get: {
+      req: PriceControllerFindAllData;
+      res: {
+        /**
+         * Prices retrieved successfully
+         */
+        200: PriceListResponseDto;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/prices/{id}': {
+    get: {
+      req: PriceControllerFindOneData;
+      res: {
+        /**
+         * Price retrieved successfully
+         */
+        200: PriceResponseDto;
+        /**
+         * Price not found
+         */
+        404: unknown;
+      };
+    };
+    put: {
+      req: PriceControllerUpdateData;
+      res: {
+        /**
+         * Price updated successfully
+         */
+        200: PriceResponseDto;
+        /**
+         * Price not found
+         */
+        404: unknown;
+        /**
+         * Updated price conflicts with existing price
+         */
+        409: unknown;
+      };
+    };
+    delete: {
+      req: PriceControllerDeleteData;
+      res: {
+        /**
+         * Price deleted successfully
+         */
+        204: void;
+        /**
+         * Price not found
+         */
+        404: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/prices/bulk': {
+    post: {
+      req: PriceControllerBulkCreateData;
+      res: {
+        /**
+         * Prices created successfully
+         */
+        201: Array<PriceResponseDto>;
+      };
+    };
+  };
   '/api/v1/{region}/bean/recurring-rules': {
     post: {
       req: RecurringRuleControllerCreateData;
@@ -8114,439 +8744,511 @@ export type $OpenApiTs = {
         /**
          * Match removed successfully
          */
-        200: unknown;
+        200: unknown;
+        /**
+         * Cannot unmatch - not in COMPLETED status
+         */
+        400: unknown;
+        /**
+         * Expected transaction not found
+         */
+        404: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/expected-transactions/{id}/enter': {
+    post: {
+      req: ExpectedTransactionControllerEnterNowData;
+      res: {
+        /**
+         * Transaction created successfully
+         */
+        201: unknown;
+        /**
+         * Cannot enter - not in PENDING status or missing accounts
+         */
+        400: unknown;
+        /**
+         * Expected transaction or accounts not found
+         */
+        404: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/recurring/forecast': {
+    get: {
+      req: ForecastControllerGetForecastData;
+      res: {
+        /**
+         * Forecast retrieved successfully
+         */
+        200: ForecastResponseDto;
+      };
+    };
+  };
+  '/api/v1/{region}/reporting/portfolio/trends': {
+    get: {
+      req: ReportingControllerGetPortfolioTrendsData;
+      res: {
+        /**
+         * Trends retrieved successfully
+         */
+        200: PortfolioTrendsResponseDto;
+        /**
+         * User not authenticated
+         */
+        401: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/reporting/cash-flow/trends': {
+    get: {
+      req: ReportingControllerGetCashFlowTrendsData;
+      res: {
+        /**
+         * Cash-flow trends retrieved successfully
+         */
+        200: CashFlowTrendsResponseDto;
+        /**
+         * User not authenticated
+         */
+        401: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/reporting/snapshots/generate': {
+    post: {
+      req: ReportingControllerGenerateSnapshotData;
+      res: {
+        /**
+         * Snapshot generated successfully
+         */
+        200: GenerateSnapshotResponse;
         /**
-         * Cannot unmatch - not in COMPLETED status
+         * Invalid date format
          */
         400: unknown;
         /**
-         * Expected transaction not found
+         * User not authenticated
          */
-        404: unknown;
+        401: unknown;
       };
     };
   };
-  '/api/v1/{region}/bean/expected-transactions/{id}/enter': {
+  '/api/v1/{region}/reporting/snapshots/backfill': {
     post: {
-      req: ExpectedTransactionControllerEnterNowData;
+      req: ReportingControllerBackfillSnapshotsData;
       res: {
         /**
-         * Transaction created successfully
+         * Backfill completed successfully
          */
-        201: unknown;
+        200: BackfillSnapshotsResponse;
         /**
-         * Cannot enter - not in PENDING status or missing accounts
+         * Invalid date format or range
          */
         400: unknown;
         /**
-         * Expected transaction or accounts not found
+         * User not authenticated
          */
-        404: unknown;
-      };
-    };
-  };
-  '/api/v1/{region}/bean/recurring/forecast': {
-    get: {
-      req: ForecastControllerGetForecastData;
-      res: {
+        401: unknown;
         /**
-         * Forecast retrieved successfully
+         * Backfill already in progress for this user
          */
-        200: ForecastResponseDto;
+        409: unknown;
       };
     };
   };
-  '/api/v1/{region}/bean/transaction-rules': {
-    post: {
-      req: TransactionRuleControllerCreateData;
+  '/api/v1/users': {
+    delete: {
+      req: UserControllerDeleteOwnUserData;
       res: {
         /**
-         * Rule updated successfully (upsert mode)
-         */
-        200: TransactionRuleResponseDto;
-        /**
-         * Validation failed
-         */
-        400: ApiProblemResponseDto;
-        /**
-         * Unauthorized
+         * User deleted successfully
          */
-        401: ApiProblemResponseDto;
+        204: void;
         /**
-         * Resource conflict - another process is updating this rule
+         * Invalid access token
          */
-        409: ApiProblemResponseDto;
+        403: unknown;
       };
     };
     get: {
-      req: TransactionRuleControllerListData;
+      req: UserControllerGetUserData;
       res: {
         /**
-         * List of rules
-         */
-        200: TransactionRuleListResponseDto;
-        /**
-         * Unauthorized
+         * User retrieved successfully
          */
-        401: ApiProblemResponseDto;
+        200: unknown;
       };
     };
-  };
-  '/api/v1/{region}/bean/transaction-rules/validate': {
     post: {
-      req: TransactionRuleControllerValidateData;
+      req: UserControllerSignupUserData;
       res: {
         /**
-         * Validation result
+         * User created successfully
          */
-        200: ValidateRuleResponseDto;
+        201: SignupResponseDto;
         /**
-         * Validation failed
+         * Invalid Turnstile token (when Turnstile is enabled)
          */
-        400: ApiProblemResponseDto;
+        400: unknown;
         /**
-         * Unauthorized
+         * User signup is disabled
          */
-        401: ApiProblemResponseDto;
+        403: unknown;
       };
     };
   };
-  '/api/v1/{region}/bean/transaction-rules/bulk': {
-    post: {
-      req: TransactionRuleControllerBulkCreateData;
+  '/api/v1/users/{id}': {
+    delete: {
+      req: UserControllerDeleteUserData;
       res: {
         /**
-         * Bulk create completed
-         */
-        201: BulkCreateRulesResponseDto;
-        /**
-         * Invalid bulk create data
+         * User deleted successfully
          */
-        400: ApiProblemResponseDto;
+        204: void;
         /**
-         * Unauthorized
+         * Cannot delete own account or insufficient permissions
          */
-        401: ApiProblemResponseDto;
+        403: unknown;
       };
     };
   };
-  '/api/v1/{region}/bean/transaction-rules/export/{format}': {
+  '/api/v1/users/{id}/info': {
     get: {
-      req: TransactionRuleControllerExportData;
+      req: UserControllerGetUserInfoData;
       res: {
         /**
-         * Exported rules
-         */
-        200: ExportRulesResponseDto;
-        /**
-         * Unsupported format
+         * User info retrieved successfully
          */
-        400: ApiProblemResponseDto;
+        200: unknown;
         /**
-         * Unauthorized
+         * Cannot access other user info without admin permission
          */
-        401: ApiProblemResponseDto;
+        403: unknown;
       };
     };
   };
-  '/api/v1/{region}/bean/transaction-rules/statistics/{period}': {
-    get: {
-      req: TransactionRuleControllerGetStatisticsData;
+  '/api/v1/users/setting': {
+    put: {
+      req: UserControllerUpdateUserSettingData;
       res: {
         /**
-         * Rule statistics
+         * Settings updated successfully
          */
-        200: RuleStatisticsResponseDto;
+        200: unknown;
         /**
-         * Unauthorized
+         * Insufficient permissions
          */
-        401: ApiProblemResponseDto;
+        403: unknown;
       };
     };
   };
-  '/api/v1/{region}/bean/transaction-rules/{ruleId}': {
+  '/api/v1/users/settings-by-page': {
     get: {
-      req: TransactionRuleControllerGetDetailData;
+      req: UserControllerGetAllUserSettingsByPageData;
       res: {
         /**
-         * Rule details
-         */
-        200: TransactionRuleResponseDto;
-        /**
-         * Unauthorized
-         */
-        401: ApiProblemResponseDto;
-        /**
-         * Forbidden - not owner of rule
-         */
-        403: ApiProblemResponseDto;
-        /**
-         * Rule not found
+         * Settings list retrieved successfully
          */
-        404: ApiProblemResponseDto;
+        200: unknown;
       };
     };
-    put: {
-      req: TransactionRuleControllerUpdateData;
+  };
+  '/api/v1/users/asset-liability-summary': {
+    get: {
       res: {
         /**
-         * Rule updated successfully
+         * Summary retrieved successfully
          */
-        200: TransactionRuleResponseDto;
+        200: unknown;
+      };
+    };
+  };
+  '/api/v1/admin/properties': {
+    get: {
+      res: {
         /**
-         * Validation failed
+         * Properties retrieved successfully
          */
-        400: ApiProblemResponseDto;
+        200: unknown;
         /**
          * Unauthorized
          */
-        401: ApiProblemResponseDto;
-        /**
-         * Forbidden - not owner of rule
-         */
-        403: ApiProblemResponseDto;
-        /**
-         * Rule not found
-         */
-        404: ApiProblemResponseDto;
+        401: unknown;
         /**
-         * Resource conflict - rule is being modified by another process
+         * Forbidden - insufficient permissions
          */
-        409: ApiProblemResponseDto;
+        403: unknown;
       };
     };
-    delete: {
-      req: TransactionRuleControllerDeleteData;
+  };
+  '/api/v1/admin/properties/{key}': {
+    get: {
+      req: PropertyControllerGetByKeyData;
       res: {
         /**
-         * Rule deleted successfully
+         * Property retrieved successfully
          */
-        204: void;
+        200: unknown;
         /**
          * Unauthorized
          */
-        401: ApiProblemResponseDto;
-        /**
-         * Forbidden - not owner of rule
-         */
-        403: ApiProblemResponseDto;
+        401: unknown;
         /**
-         * Rule not found
+         * Forbidden - insufficient permissions
          */
-        404: ApiProblemResponseDto;
+        403: unknown;
         /**
-         * Resource conflict - rule is being modified by another process
+         * Property not found
          */
-        409: ApiProblemResponseDto;
+        404: unknown;
       };
     };
-  };
-  '/api/v1/{region}/bean/transaction-rules/{ruleId}/test': {
-    post: {
-      req: TransactionRuleControllerTestData;
+    put: {
+      req: PropertyControllerUpdateData;
       res: {
         /**
-         * Test result
+         * Property updated successfully
          */
-        200: TestRuleResponseDto;
+        200: unknown;
         /**
          * Unauthorized
          */
-        401: ApiProblemResponseDto;
-        /**
-         * Forbidden - not owner of rule
-         */
-        403: ApiProblemResponseDto;
+        401: unknown;
         /**
-         * Rule not found
+         * Forbidden - insufficient permissions
          */
-        404: ApiProblemResponseDto;
+        403: unknown;
       };
     };
-  };
-  '/api/v1/users': {
     delete: {
-      req: UserControllerDeleteOwnUserData;
+      req: PropertyControllerDeleteData;
       res: {
         /**
-         * User deleted successfully
+         * Property deleted successfully
          */
         204: void;
         /**
-         * Invalid access token
+         * Unauthorized
+         */
+        401: unknown;
+        /**
+         * Forbidden - insufficient permissions
          */
         403: unknown;
-      };
-    };
-    get: {
-      req: UserControllerGetUserData;
-      res: {
         /**
-         * User retrieved successfully
+         * Property not found
          */
-        200: unknown;
+        404: unknown;
       };
     };
+  };
+  '/api/v1/{region}/bean/transaction-rules': {
     post: {
-      req: UserControllerSignupUserData;
+      req: TransactionRuleControllerCreateData;
       res: {
         /**
-         * User created successfully
+         * Rule updated successfully (upsert mode)
+         */
+        200: TransactionRuleResponseDto;
+        /**
+         * Validation failed
          */
-        201: unknown;
+        400: ApiProblemResponseDto;
         /**
-         * Invalid Turnstile token (when Turnstile is enabled)
+         * Unauthorized
          */
-        400: unknown;
+        401: ApiProblemResponseDto;
         /**
-         * User signup is disabled
+         * Resource conflict - another process is updating this rule
          */
-        403: unknown;
+        409: ApiProblemResponseDto;
       };
     };
-  };
-  '/api/v1/users/{id}': {
-    delete: {
-      req: UserControllerDeleteUserData;
+    get: {
+      req: TransactionRuleControllerListData;
       res: {
         /**
-         * User deleted successfully
+         * List of rules
          */
-        204: void;
+        200: TransactionRuleListResponseDto;
         /**
-         * Cannot delete own account or insufficient permissions
+         * Unauthorized
          */
-        403: unknown;
+        401: ApiProblemResponseDto;
       };
     };
   };
-  '/api/v1/users/{id}/info': {
-    get: {
-      req: UserControllerGetUserInfoData;
+  '/api/v1/{region}/bean/transaction-rules/validate': {
+    post: {
+      req: TransactionRuleControllerValidateData;
       res: {
         /**
-         * User info retrieved successfully
+         * Validation result
          */
-        200: unknown;
+        200: ValidateRuleResponseDto;
         /**
-         * Cannot access other user info without admin permission
+         * Validation failed
          */
-        403: unknown;
+        400: ApiProblemResponseDto;
+        /**
+         * Unauthorized
+         */
+        401: ApiProblemResponseDto;
       };
     };
   };
-  '/api/v1/users/setting': {
-    put: {
-      req: UserControllerUpdateUserSettingData;
+  '/api/v1/{region}/bean/transaction-rules/bulk': {
+    post: {
+      req: TransactionRuleControllerBulkCreateData;
       res: {
         /**
-         * Settings updated successfully
+         * Bulk create completed
          */
-        200: unknown;
+        201: BulkCreateRulesResponseDto;
         /**
-         * Insufficient permissions
+         * Invalid bulk create data
          */
-        403: unknown;
+        400: ApiProblemResponseDto;
+        /**
+         * Unauthorized
+         */
+        401: ApiProblemResponseDto;
       };
     };
   };
-  '/api/v1/users/settings-by-page': {
+  '/api/v1/{region}/bean/transaction-rules/export/{format}': {
     get: {
-      req: UserControllerGetAllUserSettingsByPageData;
+      req: TransactionRuleControllerExportData;
       res: {
         /**
-         * Settings list retrieved successfully
+         * Exported rules
          */
-        200: unknown;
+        200: ExportRulesResponseDto;
+        /**
+         * Unsupported format
+         */
+        400: ApiProblemResponseDto;
+        /**
+         * Unauthorized
+         */
+        401: ApiProblemResponseDto;
       };
     };
   };
-  '/api/v1/users/asset-liability-summary': {
+  '/api/v1/{region}/bean/transaction-rules/statistics/{period}': {
     get: {
+      req: TransactionRuleControllerGetStatisticsData;
       res: {
         /**
-         * Summary retrieved successfully
+         * Rule statistics
          */
-        200: unknown;
+        200: RuleStatisticsResponseDto;
+        /**
+         * Unauthorized
+         */
+        401: ApiProblemResponseDto;
       };
     };
   };
-  '/api/v1/admin/properties': {
+  '/api/v1/{region}/bean/transaction-rules/{ruleId}': {
     get: {
+      req: TransactionRuleControllerGetDetailData;
       res: {
         /**
-         * Properties retrieved successfully
+         * Rule details
          */
-        200: unknown;
+        200: TransactionRuleResponseDto;
         /**
          * Unauthorized
          */
-        401: unknown;
+        401: ApiProblemResponseDto;
         /**
-         * Forbidden - insufficient permissions
+         * Forbidden - not owner of rule
          */
-        403: unknown;
+        403: ApiProblemResponseDto;
+        /**
+         * Rule not found
+         */
+        404: ApiProblemResponseDto;
       };
     };
-  };
-  '/api/v1/admin/properties/{key}': {
-    get: {
-      req: PropertyControllerGetByKeyData;
+    put: {
+      req: TransactionRuleControllerUpdateData;
       res: {
         /**
-         * Property retrieved successfully
+         * Rule updated successfully
          */
-        200: unknown;
+        200: TransactionRuleResponseDto;
+        /**
+         * Validation failed
+         */
+        400: ApiProblemResponseDto;
         /**
          * Unauthorized
          */
-        401: unknown;
+        401: ApiProblemResponseDto;
         /**
-         * Forbidden - insufficient permissions
+         * Forbidden - not owner of rule
          */
-        403: unknown;
+        403: ApiProblemResponseDto;
         /**
-         * Property not found
+         * Rule not found
          */
-        404: unknown;
+        404: ApiProblemResponseDto;
+        /**
+         * Resource conflict - rule is being modified by another process
+         */
+        409: ApiProblemResponseDto;
       };
     };
-    put: {
-      req: PropertyControllerUpdateData;
+    delete: {
+      req: TransactionRuleControllerDeleteData;
       res: {
         /**
-         * Property updated successfully
+         * Rule deleted successfully
          */
-        200: unknown;
+        204: void;
         /**
          * Unauthorized
          */
-        401: unknown;
+        401: ApiProblemResponseDto;
         /**
-         * Forbidden - insufficient permissions
+         * Forbidden - not owner of rule
          */
-        403: unknown;
+        403: ApiProblemResponseDto;
+        /**
+         * Rule not found
+         */
+        404: ApiProblemResponseDto;
+        /**
+         * Resource conflict - rule is being modified by another process
+         */
+        409: ApiProblemResponseDto;
       };
     };
-    delete: {
-      req: PropertyControllerDeleteData;
+  };
+  '/api/v1/{region}/bean/transaction-rules/{ruleId}/test': {
+    post: {
+      req: TransactionRuleControllerTestData;
       res: {
         /**
-         * Property deleted successfully
+         * Test result
          */
-        204: void;
+        200: TestRuleResponseDto;
         /**
          * Unauthorized
          */
-        401: unknown;
+        401: ApiProblemResponseDto;
         /**
-         * Forbidden - insufficient permissions
+         * Forbidden - not owner of rule
          */
-        403: unknown;
+        403: ApiProblemResponseDto;
         /**
-         * Property not found
+         * Rule not found
          */
-        404: unknown;
+        404: ApiProblemResponseDto;
       };
     };
   };
@@ -8646,6 +9348,21 @@ export type $OpenApiTs = {
       };
     };
   };
+  '/api/v1/{region}/bean/onboarding': {
+    post: {
+      req: OnboardingControllerBootstrapData;
+      res: {
+        /**
+         * Onboarding bootstrap result.
+         */
+        201: unknown;
+        /**
+         * Invalid region/account path/duplicate paths.
+         */
+        422: unknown;
+      };
+    };
+  };
   '/api/v1/{region}/bean/reconciliations': {
     post: {
       req: ReconciliationControllerComputeData;
@@ -8852,83 +9569,11 @@ export type $OpenApiTs = {
         /**
          * Configuration reset successfully
          */
-        200: ImporterConfigDto;
-        /**
-         * Invalid input - Unsupported importer
-         */
-        400: ApiProblemResponseDto;
-      };
-    };
-  };
-  '/api/v1/bean/platforms': {
-    get: {
-      res: {
-        /**
-         * List of platforms with binding and account counts
-         */
-        200: unknown;
-      };
-    };
-    post: {
-      req: PlatformControllerCreateData;
-      res: {
-        /**
-         * Platform created successfully
-         */
-        201: unknown;
-        /**
-         * Platform already exists
-         */
-        409: unknown;
-      };
-    };
-  };
-  '/api/v1/bean/platforms/list': {
-    get: {
-      res: {
-        /**
-         * List of platforms with user binding status
-         */
-        200: unknown;
-      };
-    };
-  };
-  '/api/v1/bean/platforms/match': {
-    get: {
-      req: PlatformControllerMatchPlatformsData;
-      res: {
-        /**
-         * List of matching platforms with suggested segment names
-         */
-        200: unknown;
-      };
-    };
-  };
-  '/api/v1/bean/platforms/{id}': {
-    put: {
-      req: PlatformControllerUpdateData;
-      res: {
-        /**
-         * Platform updated successfully
-         */
-        200: unknown;
-        /**
-         * Platform not found
-         */
-        404: unknown;
-      };
-    };
-    delete: {
-      req: PlatformControllerDeleteData;
-      res: {
-        /**
-         * Platform deleted successfully
-         */
-        204: void;
+        200: ImporterConfigDto;
         /**
-         * Platform not found
+         * Invalid input - Unsupported importer
          */
-        404: unknown;
+        400: ApiProblemResponseDto;
       };
     };
   };
@@ -8985,6 +9630,54 @@ export type $OpenApiTs = {
       };
     };
   };
+  '/api/v1/{region}/bean/external-account-links': {
+    post: {
+      req: ExternalAccountLinkControllerCreateData;
+      res: {
+        /**
+         * Link created.
+         */
+        201: ExternalAccountLinkResponseDto;
+        /**
+         * beanAccountId not owned, or an active link already exists.
+         */
+        422: unknown;
+      };
+    };
+    get: {
+      req: ExternalAccountLinkControllerFindAllData;
+      res: {
+        /**
+         * Links retrieved.
+         */
+        200: ExternalAccountLinkListResponseDto;
+      };
+    };
+  };
+  '/api/v1/{region}/bean/external-account-links/{id}': {
+    get: {
+      req: ExternalAccountLinkControllerFindOneData;
+      res: {
+        /**
+         * Link retrieved.
+         */
+        200: ExternalAccountLinkResponseDto;
+        /**
+         * Link not found or not owned by the user.
+         */
+        422: unknown;
+      };
+    };
+    delete: {
+      req: ExternalAccountLinkControllerRemoveData;
+      res: {
+        /**
+         * Link soft-deleted; historical transactions are unaffected.
+         */
+        204: void;
+      };
+    };
+  };
   '/api/v1/{region}/bean/import/parser-telemetry': {
     post: {
       req: TelemetryControllerReportTelemetryData;
@@ -9073,188 +9766,104 @@ export type $OpenApiTs = {
       };
     };
   };
-  '/api/v1/{region}/dashboard/net-worth': {
-    get: {
-      req: DashboardControllerGetNetWorthData;
-      res: {
-        /**
-         * Net worth retrieved successfully
-         */
-        200: NetWorthResponseDto;
-        /**
-         * User not authenticated
-         */
-        401: unknown;
-      };
-    };
-  };
-  '/api/v1/{region}/dashboard/accounts': {
-    get: {
-      req: DashboardControllerGetAccountsData;
-      res: {
-        /**
-         * Accounts retrieved successfully. Response type depends on groupBy parameter.
-         */
-        200:
-          | AccountsResponseDto
-          | AssetClassAccountsResponseDto
-          | HoldingAssetClassCrossAccountResponseDto;
-        /**
-         * User not authenticated
-         */
-        401: unknown;
-      };
-    };
-  };
-  '/api/v1/{region}/dashboard/cash-flow': {
-    get: {
-      req: DashboardControllerGetCashFlowData;
-      res: {
-        /**
-         * Cash flow retrieved successfully
-         */
-        200: CashFlowResponseDto;
-        /**
-         * Invalid period format
-         */
-        400: unknown;
-        /**
-         * User not authenticated
-         */
-        401: unknown;
-      };
-    };
-  };
-  '/api/v1/{region}/dashboard/expenses': {
-    get: {
-      req: DashboardControllerGetExpensesData;
-      res: {
-        /**
-         * Expenses retrieved successfully
-         */
-        200: ExpensesByCategoryResponseDto;
-        /**
-         * Invalid groupBy or period
-         */
-        400: unknown;
-        /**
-         * User not authenticated
-         */
-        401: unknown;
-      };
-    };
-  };
-  '/api/v1/{region}/investment/holdings/pnl': {
+  '/api/v1/bean/platforms': {
     get: {
-      req: HoldingPnlControllerGetHoldingPnlData;
       res: {
         /**
-         * Holding P&L retrieved successfully
-         */
-        200: HoldingPnlResponseDto;
-        /**
-         * Invalid asOf format/value/future date, invalid accountId format, or unsupported method
-         */
-        400: unknown;
-        /**
-         * User not authenticated
+         * List of platforms with binding and account counts
          */
-        401: unknown;
+        200: unknown;
       };
     };
-  };
-  '/api/v1/{region}/bean/prices': {
     post: {
-      req: PriceControllerCreateData;
+      req: PlatformControllerCreateData;
       res: {
         /**
-         * Price created successfully
-         */
-        201: PriceResponseDto;
-        /**
-         * Currency or quoteCurrency commodity not found
+         * Platform created successfully
          */
-        404: unknown;
+        201: unknown;
         /**
-         * Price already exists for this currency pair and date
+         * Platform already exists
          */
         409: unknown;
       };
     };
+  };
+  '/api/v1/bean/platforms/list': {
     get: {
-      req: PriceControllerFindAllData;
       res: {
         /**
-         * Prices retrieved successfully
+         * List of platforms with user binding status
          */
-        200: PriceListResponseDto;
+        200: Array<PlatformListItemDto>;
       };
     };
   };
-  '/api/v1/{region}/bean/prices/{id}': {
+  '/api/v1/bean/platforms/match': {
     get: {
-      req: PriceControllerFindOneData;
+      req: PlatformControllerMatchPlatformsData;
       res: {
         /**
-         * Price retrieved successfully
-         */
-        200: PriceResponseDto;
-        /**
-         * Price not found
+         * Matching platforms with overall match type and truncation flag
          */
-        404: unknown;
+        200: PlatformMatchResponseDto;
       };
     };
+  };
+  '/api/v1/bean/platforms/{id}': {
     put: {
-      req: PriceControllerUpdateData;
+      req: PlatformControllerUpdateData;
       res: {
         /**
-         * Price updated successfully
+         * Platform updated successfully
          */
-        200: PriceResponseDto;
+        200: unknown;
         /**
-         * Price not found
+         * Platform not found
          */
         404: unknown;
-        /**
-         * Updated price conflicts with existing price
-         */
-        409: unknown;
       };
     };
     delete: {
-      req: PriceControllerDeleteData;
+      req: PlatformControllerDeleteData;
       res: {
         /**
-         * Price deleted successfully
+         * Platform deleted successfully
          */
         204: void;
         /**
-         * Price not found
+         * Platform not found
          */
         404: unknown;
       };
     };
   };
-  '/api/v1/{region}/bean/prices/bulk': {
-    post: {
-      req: PriceControllerBulkCreateData;
+  '/api/v1/{region}/dashboard/net-worth': {
+    get: {
+      req: DashboardControllerGetNetWorthData;
       res: {
         /**
-         * Prices created successfully
+         * Net worth retrieved successfully
          */
-        201: Array<PriceResponseDto>;
+        200: NetWorthResponseDto;
+        /**
+         * User not authenticated
+         */
+        401: unknown;
       };
     };
   };
-  '/api/v1/{region}/reporting/portfolio/trends': {
+  '/api/v1/{region}/dashboard/accounts': {
     get: {
-      req: ReportingControllerGetPortfolioTrendsData;
+      req: DashboardControllerGetAccountsData;
       res: {
         /**
-         * Trends retrieved successfully
+         * Accounts retrieved successfully. Response type depends on groupBy parameter.
          */
-        200: PortfolioTrendsResponseDto;
+        200:
+          | AccountsResponseDto
+          | AssetClassAccountsResponseDto
+          | HoldingAssetClassCrossAccountResponseDto;
         /**
          * User not authenticated
          */
@@ -9262,14 +9871,18 @@ export type $OpenApiTs = {
       };
     };
   };
-  '/api/v1/{region}/reporting/cash-flow/trends': {
+  '/api/v1/{region}/dashboard/cash-flow': {
     get: {
-      req: ReportingControllerGetCashFlowTrendsData;
+      req: DashboardControllerGetCashFlowData;
       res: {
         /**
-         * Cash-flow trends retrieved successfully
+         * Cash flow retrieved successfully
          */
-        200: CashFlowTrendsResponseDto;
+        200: CashFlowResponseDto;
+        /**
+         * Invalid period format
+         */
+        400: unknown;
         /**
          * User not authenticated
          */
@@ -9277,16 +9890,16 @@ export type $OpenApiTs = {
       };
     };
   };
-  '/api/v1/{region}/reporting/snapshots/generate': {
-    post: {
-      req: ReportingControllerGenerateSnapshotData;
+  '/api/v1/{region}/dashboard/expenses': {
+    get: {
+      req: DashboardControllerGetExpensesData;
       res: {
         /**
-         * Snapshot generated successfully
+         * Expenses retrieved successfully
          */
-        200: GenerateSnapshotResponse;
+        200: ExpensesByCategoryResponseDto;
         /**
-         * Invalid date format
+         * Invalid groupBy or period
          */
         400: unknown;
         /**
@@ -9296,26 +9909,22 @@ export type $OpenApiTs = {
       };
     };
   };
-  '/api/v1/{region}/reporting/snapshots/backfill': {
-    post: {
-      req: ReportingControllerBackfillSnapshotsData;
+  '/api/v1/{region}/investment/holdings/pnl': {
+    get: {
+      req: HoldingPnlControllerGetHoldingPnlData;
       res: {
         /**
-         * Backfill completed successfully
+         * Holding P&L retrieved successfully
          */
-        200: BackfillSnapshotsResponse;
+        200: HoldingPnlResponseDto;
         /**
-         * Invalid date format or range
+         * Invalid asOf format/value/future date, invalid accountId format, or unsupported method
          */
         400: unknown;
         /**
          * User not authenticated
          */
         401: unknown;
-        /**
-         * Backfill already in progress for this user
-         */
-        409: unknown;
       };
     };
   };
@@ -9340,7 +9949,7 @@ export type $OpenApiTs = {
         /**
          * Login successful
          */
-        200: unknown;
+        200: AnonymousLoginResponseDto;
         /**
          * Invalid access token
          */
@@ -9487,4 +10096,30 @@ export type $OpenApiTs = {
       };
     };
   };
+  '/api/v1/market/symbols/search': {
+    get: {
+      req: SymbolControllerSearchData;
+      res: {
+        /**
+         * Ranked search results
+         */
+        200: Array<SymbolSearchResultDto>;
+      };
+    };
+  };
+  '/api/v1/market/symbols/{symbol}/quote': {
+    get: {
+      req: SymbolControllerGetQuoteData;
+      res: {
+        /**
+         * Symbol quote
+         */
+        200: SymbolQuoteDto;
+        /**
+         * Symbol not found in the openbb catalog
+         */
+        404: unknown;
+      };
+    };
+  };
 };