@firela/api-types 0.0.0-canary.a90ce0e4 → 0.0.0-canary.a9f0aa08

package/src/generated/schemas.gen.ts

@@ -88,6 +88,47 @@ export const $AccountResponseDto = {
       enum: ['Assets', 'Liabilities', 'Income', 'Expenses', 'Equity'],
       example: 'Assets'
     },
+    assetSubClass: {
+      type: 'string',
+      description:
+        '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.',
+      enum: [
+        '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'
+      ],
+      nullable: true,
+      example: 'STOCK'
+    },
     status: {
       type: 'string',
       description: 'Account status',
@@ -3751,202 +3792,649 @@ export const $ForecastResponseDto = {
   ]
 } as const;
 
-export const $CreateTransactionRuleDto = {
+export const $CurrencyBalanceDto = {
   type: 'object',
   properties: {
-    name: {
+    currency: {
       type: 'string',
-      minLength: 1,
-      maxLength: 100
+      description: 'ISO 4217 currency code',
+      example: 'CNY'
     },
-    description: {
+    balance: {
       type: 'string',
-      maxLength: 500
-    },
-    narrationKeywords: {
-      items: {
-        type: 'array'
-      },
-      maxItems: 50,
-      type: 'array'
-    },
-    payeeKeywords: {
-      items: {
-        type: 'array'
-      },
-      maxItems: 50,
-      type: 'array'
-    },
-    categoryKeywords: {
-      items: {
-        type: 'array'
-      },
-      maxItems: 50,
-      type: 'array'
-    },
-    methodKeywords: {
-      items: {
-        type: 'array'
-      },
-      maxItems: 50,
-      description: 'Payment method keywords (e.g., HuaBei, YuEBao)',
-      type: 'array'
-    },
-    categoryAccount: {
+      description: 'Balance amount',
+      example: '500000.00'
+    }
+  },
+  required: ['currency', 'balance']
+} as const;
+
+export const $TimeSeriesPointDto = {
+  type: 'object',
+  properties: {
+    date: {
       type: 'string',
-      maxLength: 200,
-      description:
-        'Destination account for expenses/income (e.g., Expenses:Food:Coffee)'
+      description: 'Date in YYYY-MM-DD format',
+      example: '2024-06-15'
     },
-    matchLogic: {
+    value: {
       type: 'string',
-      enum: ['OR', 'AND'],
-      default: 'OR'
+      description: 'Value at this date (in base currency)',
+      example: '500000.00'
     },
-    amountMin: {
-      type: 'number',
-      minimum: 0,
-      description: 'Minimum transaction amount (inclusive)'
+    change: {
+      type: 'object',
+      description: 'Change from previous point',
+      example: '5000.00'
     },
-    amountMax: {
-      type: 'number',
-      minimum: 0,
-      description: 'Maximum transaction amount (inclusive)'
+    assets: {
+      type: 'string',
+      description: 'Total assets at this date (in base currency)',
+      example: '494338.00'
     },
-    priority: {
-      type: 'number',
-      default: 50,
-      minimum: 0,
-      maximum: 1000
+    liabilities: {
+      type: 'string',
+      description: 'Total liabilities at this date (in base currency)',
+      example: '310098.00'
     },
-    additionalTags: {
+    byCurrency: {
+      description: 'Multi-currency breakdown for this point',
+      type: 'array',
       items: {
-        type: 'array'
-      },
-      maxItems: 20,
-      type: 'array'
-    },
-    additionalMetadata: {
-      type: 'object'
-    },
-    upsertByPayee: {
-      type: 'boolean',
-      description:
-        'If true, update existing rule with matching payeeKeywords[0] instead of creating new rule'
+        $ref: '#/components/schemas/CurrencyBalanceDto'
+      }
     }
   },
-  required: ['name', 'matchLogic', 'priority']
+  required: ['date', 'value']
 } as const;
 
-export const $AmountRangeDto = {
+export const $TrendSummaryDto = {
   type: 'object',
   properties: {
-    min: {
-      type: 'number',
-      description: 'Minimum amount'
+    startValue: {
+      type: 'string',
+      description: 'Value at start of period',
+      example: '450000.00'
     },
-    max: {
-      type: 'number',
-      description: 'Maximum amount'
+    endValue: {
+      type: 'string',
+      description: 'Value at end of period',
+      example: '500000.00'
+    },
+    totalChange: {
+      type: 'string',
+      description: 'Total change over period',
+      example: '50000.00'
+    },
+    totalChangePercentage: {
+      type: 'string',
+      description: 'Total change percentage',
+      example: '+11.11%'
     }
-  }
+  },
+  required: ['startValue', 'endValue', 'totalChange', 'totalChangePercentage']
 } as const;
 
-export const $TransactionRuleResponseDto = {
+export const $MultiCurrencyPointDto = {
   type: 'object',
   properties: {
-    id: {
-      type: 'string',
-      description: 'Rule ID'
-    },
-    name: {
-      type: 'string',
-      description: 'Rule name'
-    },
-    description: {
+    date: {
       type: 'string',
-      description: 'Rule description'
-    },
-    narrationKeywords: {
-      description: 'Keywords to match in transaction narration',
-      type: 'array',
-      items: {
-        type: 'string'
-      }
-    },
-    payeeKeywords: {
-      description: 'Keywords to match in payee name',
-      type: 'array',
-      items: {
-        type: 'string'
-      }
+      description: 'Date in YYYY-MM-DD format',
+      example: '2024-06-15'
     },
-    categoryKeywords: {
-      description: 'Keywords to match in category',
+    byCurrency: {
+      description: 'Balances by currency',
       type: 'array',
       items: {
-        type: 'string'
+        $ref: '#/components/schemas/CurrencyBalanceDto'
       }
-    },
-    methodKeywords: {
-      description: 'Keywords to match in payment method',
+    }
+  },
+  required: ['date', 'byCurrency']
+} as const;
+
+export const $PortfolioTrendsResponseDto = {
+  type: 'object',
+  properties: {
+    series: {
+      description: 'Time series data points',
       type: 'array',
       items: {
-        type: 'string'
+        $ref: '#/components/schemas/TimeSeriesPointDto'
       }
     },
-    categoryAccount: {
-      type: 'string',
-      description: 'Destination account for categorization'
-    },
-    matchLogic: {
-      type: 'string',
-      description: 'Keyword matching logic',
-      enum: ['OR', 'AND'],
-      example: 'OR'
-    },
-    amountRange: {
-      description: 'Amount range for matching',
+    summary: {
+      description: 'Period summary',
       allOf: [
         {
-          $ref: '#/components/schemas/AmountRangeDto'
+          $ref: '#/components/schemas/TrendSummaryDto'
         }
       ]
     },
-    priority: {
-      type: 'number',
-      description: 'Rule priority (0-1000, higher = first match)',
-      example: 50
-    },
-    enabled: {
-      type: 'boolean',
-      description: 'Whether the rule is enabled'
-    },
-    learningSource: {
+    period: {
       type: 'string',
-      description: 'Learning source: NLP, REVIEW_CENTER, or null for manual',
-      enum: ['NLP', 'REVIEW_CENTER'],
-      nullable: true,
-      example: 'REVIEW_CENTER'
+      description: 'Period requested',
+      example: '6m'
     },
-    autoApplyEnabled: {
-      type: 'boolean',
-      description: 'Whether auto-apply is enabled for this rule'
+    granularity: {
+      type: 'string',
+      description: 'Data granularity',
+      example: 'month'
     },
-    confirmationCount: {
-      type: 'number',
-      description: 'Number of confirmations for NLP-learned rules',
-      example: 3
+    currency: {
+      type: 'string',
+      description: 'Base currency for converted values',
+      example: 'CNY'
     },
-    additionalTags: {
-      description: 'Additional tags',
+    byCurrency: {
+      description:
+        'Multi-currency time series (each point has currency breakdown)',
       type: 'array',
       items: {
-        type: 'string'
+        $ref: '#/components/schemas/MultiCurrencyPointDto'
       }
     },
-    additionalMetadata: {
-      type: 'object',
+    warnings: {
+      description: 'Exchange rate warnings',
+      type: 'array',
+      items: {
+        $ref: '#/components/schemas/ExchangeRateWarningDto'
+      }
+    }
+  },
+  required: ['series', 'summary', 'period', 'granularity', 'currency']
+} as const;
+
+export const $CashFlowPointDto = {
+  type: 'object',
+  properties: {
+    month: {
+      type: 'string',
+      description: 'Month key (YYYY-MM)',
+      example: '2024-03'
+    },
+    income: {
+      type: 'string',
+      description: 'Income in base currency (absolute, converted)',
+      example: '10000.00'
+    },
+    expense: {
+      type: 'string',
+      description: 'Expense in base currency (absolute, converted)',
+      example: '5000.00'
+    },
+    netSavings: {
+      type: 'string',
+      description: 'netSavings = income − expense (savings positive)',
+      example: '5000.00'
+    }
+  },
+  required: ['month', 'income', 'expense', 'netSavings']
+} as const;
+
+export const $CashFlowTrendSummaryDto = {
+  type: 'object',
+  properties: {
+    totalIncome: {
+      type: 'string',
+      description: 'Total income across the period',
+      example: '60000.00'
+    },
+    totalExpense: {
+      type: 'string',
+      description: 'Total expense across the period',
+      example: '30000.00'
+    },
+    totalNetSavings: {
+      type: 'string',
+      description: 'income − expense across the period',
+      example: '30000.00'
+    },
+    averageMonthlyNetSavings: {
+      type: 'string',
+      description:
+        'totalNetSavings divided by the window length (N months, incl. zero-filled)',
+      example: '5000.00'
+    }
+  },
+  required: [
+    'totalIncome',
+    'totalExpense',
+    'totalNetSavings',
+    'averageMonthlyNetSavings'
+  ]
+} as const;
+
+export const $CashFlowTrendsResponseDto = {
+  type: 'object',
+  properties: {
+    series: {
+      description:
+        'Monthly cash-flow series (fixed N-month window, zero-filled)',
+      type: 'array',
+      items: {
+        $ref: '#/components/schemas/CashFlowPointDto'
+      }
+    },
+    summary: {
+      description: 'Period totals',
+      allOf: [
+        {
+          $ref: '#/components/schemas/CashFlowTrendSummaryDto'
+        }
+      ]
+    },
+    period: {
+      type: 'string',
+      description: 'Period requested',
+      example: '6m'
+    },
+    granularity: {
+      type: 'string',
+      description: 'Data granularity (v1 returns month buckets)',
+      example: 'month'
+    },
+    currency: {
+      type: 'string',
+      description: 'Base currency for converted values',
+      example: 'CNY'
+    },
+    warnings: {
+      description: 'Exchange rate warnings (e.g. missing rate for a currency)',
+      type: 'array',
+      items: {
+        $ref: '#/components/schemas/ExchangeRateWarningDto'
+      }
+    }
+  },
+  required: ['series', 'summary', 'period', 'granularity', 'currency']
+} as const;
+
+export const $GenerateSnapshotBody = {
+  type: 'object',
+  properties: {}
+} as const;
+
+export const $GenerateSnapshotResponse = {
+  type: 'object',
+  properties: {}
+} as const;
+
+export const $BackfillSnapshotsBody = {
+  type: 'object',
+  properties: {}
+} as const;
+
+export const $BackfillSnapshotsResponse = {
+  type: 'object',
+  properties: {}
+} as const;
+
+export const $DeleteOwnUserDto = {
+  type: 'object',
+  properties: {
+    accessToken: {
+      type: 'string',
+      description: 'Access token for user verification',
+      example: 'abc123xyz'
+    }
+  },
+  required: ['accessToken']
+} as const;
+
+export const $SignupDto = {
+  type: 'object',
+  properties: {
+    turnstileToken: {
+      type: 'string',
+      description:
+        'Cloudflare Turnstile verification token (optional when Turnstile disabled)',
+      example: '0.abc123def456...'
+    }
+  }
+} as const;
+
+export const $SignupResponseDto = {
+  type: 'object',
+  properties: {
+    authToken: {
+      type: 'string',
+      description: 'JWT auth token',
+      example: 'eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...'
+    },
+    accessToken: {
+      type: 'string',
+      description: 'Auto-generated access token'
+    },
+    role: {
+      type: 'string',
+      description: 'Assigned user role',
+      enum: ['USER', 'ADMIN', 'DEMO', 'INACTIVE', 'PAID', 'OPS']
+    }
+  },
+  required: ['authToken', 'accessToken', 'role']
+} as const;
+
+export const $UpdateUserSettingDto = {
+  type: 'object',
+  properties: {
+    secId: {
+      type: 'number',
+      description: 'Security ID'
+    },
+    annualInterestRate: {
+      type: 'number',
+      description: 'Annual interest rate',
+      example: 0.05
+    },
+    currency: {
+      type: 'string',
+      description: 'Currency code',
+      example: 'USD'
+    },
+    baseCurrency: {
+      type: 'string',
+      description: 'Base currency code',
+      example: 'USD'
+    },
+    benchmark: {
+      type: 'string',
+      description: 'Benchmark symbol',
+      example: 'SPY'
+    },
+    colorScheme: {
+      type: 'string',
+      description: 'Color scheme',
+      enum: ['DARK', 'LIGHT']
+    },
+    dateRange: {
+      type: 'string',
+      description: 'Date range filter',
+      example: '1y'
+    },
+    emergencyFund: {
+      type: 'number',
+      description: 'Emergency fund amount',
+      example: 10000
+    },
+    'filters.accounts': {
+      description: 'Account filter IDs',
+      type: 'array',
+      items: {
+        type: 'string'
+      }
+    },
+    'filters.assetClasses': {
+      description: 'Asset class filters',
+      type: 'array',
+      items: {
+        type: 'string'
+      }
+    },
+    'filters.dataSource': {
+      type: 'string',
+      description: 'Data source filter'
+    },
+    'filters.symbol': {
+      type: 'string',
+      description: 'Symbol filter'
+    },
+    'filters.tags': {
+      description: 'Tag filters',
+      type: 'array',
+      items: {
+        type: 'string'
+      }
+    },
+    isExperimentalFeatures: {
+      type: 'boolean',
+      description: 'Enable experimental features'
+    },
+    isRestrictedView: {
+      type: 'boolean',
+      description: 'Enable restricted view mode'
+    },
+    language: {
+      type: 'string',
+      description: 'Language code',
+      example: 'en'
+    },
+    locale: {
+      type: 'string',
+      description: 'Locale code',
+      example: 'en-US'
+    },
+    projectedTotalAmount: {
+      type: 'number',
+      description: 'Projected total amount',
+      example: 1000000
+    },
+    retirementDate: {
+      type: 'string',
+      description: 'Retirement date in ISO 8601 format',
+      example: '2050-01-01'
+    },
+    savingsRate: {
+      type: 'number',
+      description: 'Savings rate percentage',
+      example: 0.2
+    },
+    viewMode: {
+      type: 'string',
+      description: 'View mode',
+      enum: ['DEFAULT', 'ZEN']
+    }
+  }
+} as const;
+
+export const $UpdatePropertyDto = {
+  type: 'object',
+  properties: {
+    value: {
+      type: 'string',
+      description: 'Property value'
+    }
+  },
+  required: ['value']
+} as const;
+
+export const $CreateTransactionRuleDto = {
+  type: 'object',
+  properties: {
+    name: {
+      type: 'string',
+      minLength: 1,
+      maxLength: 100
+    },
+    description: {
+      type: 'string',
+      maxLength: 500
+    },
+    narrationKeywords: {
+      items: {
+        type: 'array'
+      },
+      maxItems: 50,
+      type: 'array'
+    },
+    payeeKeywords: {
+      items: {
+        type: 'array'
+      },
+      maxItems: 50,
+      type: 'array'
+    },
+    categoryKeywords: {
+      items: {
+        type: 'array'
+      },
+      maxItems: 50,
+      type: 'array'
+    },
+    methodKeywords: {
+      items: {
+        type: 'array'
+      },
+      maxItems: 50,
+      description: 'Payment method keywords (e.g., HuaBei, YuEBao)',
+      type: 'array'
+    },
+    categoryAccount: {
+      type: 'string',
+      maxLength: 200,
+      description:
+        'Destination account for expenses/income (e.g., Expenses:Food:Coffee)'
+    },
+    matchLogic: {
+      type: 'string',
+      enum: ['OR', 'AND'],
+      default: 'OR'
+    },
+    amountMin: {
+      type: 'number',
+      minimum: 0,
+      description: 'Minimum transaction amount (inclusive)'
+    },
+    amountMax: {
+      type: 'number',
+      minimum: 0,
+      description: 'Maximum transaction amount (inclusive)'
+    },
+    priority: {
+      type: 'number',
+      default: 50,
+      minimum: 0,
+      maximum: 1000
+    },
+    additionalTags: {
+      items: {
+        type: 'array'
+      },
+      maxItems: 20,
+      type: 'array'
+    },
+    additionalMetadata: {
+      type: 'object'
+    },
+    upsertByPayee: {
+      type: 'boolean',
+      description:
+        'If true, update existing rule with matching payeeKeywords[0] instead of creating new rule'
+    }
+  },
+  required: ['name', 'matchLogic', 'priority']
+} as const;
+
+export const $AmountRangeDto = {
+  type: 'object',
+  properties: {
+    min: {
+      type: 'number',
+      description: 'Minimum amount'
+    },
+    max: {
+      type: 'number',
+      description: 'Maximum amount'
+    }
+  }
+} as const;
+
+export const $TransactionRuleResponseDto = {
+  type: 'object',
+  properties: {
+    id: {
+      type: 'string',
+      description: 'Rule ID'
+    },
+    name: {
+      type: 'string',
+      description: 'Rule name'
+    },
+    description: {
+      type: 'string',
+      description: 'Rule description'
+    },
+    narrationKeywords: {
+      description: 'Keywords to match in transaction narration',
+      type: 'array',
+      items: {
+        type: 'string'
+      }
+    },
+    payeeKeywords: {
+      description: 'Keywords to match in payee name',
+      type: 'array',
+      items: {
+        type: 'string'
+      }
+    },
+    categoryKeywords: {
+      description: 'Keywords to match in category',
+      type: 'array',
+      items: {
+        type: 'string'
+      }
+    },
+    methodKeywords: {
+      description: 'Keywords to match in payment method',
+      type: 'array',
+      items: {
+        type: 'string'
+      }
+    },
+    categoryAccount: {
+      type: 'string',
+      description: 'Destination account for categorization'
+    },
+    matchLogic: {
+      type: 'string',
+      description: 'Keyword matching logic',
+      enum: ['OR', 'AND'],
+      example: 'OR'
+    },
+    amountRange: {
+      description: 'Amount range for matching',
+      allOf: [
+        {
+          $ref: '#/components/schemas/AmountRangeDto'
+        }
+      ]
+    },
+    priority: {
+      type: 'number',
+      description: 'Rule priority (0-1000, higher = first match)',
+      example: 50
+    },
+    enabled: {
+      type: 'boolean',
+      description: 'Whether the rule is enabled'
+    },
+    learningSource: {
+      type: 'string',
+      description: 'Learning source: NLP, REVIEW_CENTER, or null for manual',
+      enum: ['NLP', 'REVIEW_CENTER'],
+      nullable: true,
+      example: 'REVIEW_CENTER'
+    },
+    autoApplyEnabled: {
+      type: 'boolean',
+      description: 'Whether auto-apply is enabled for this rule'
+    },
+    confirmationCount: {
+      type: 'number',
+      description: 'Number of confirmations for NLP-learned rules',
+      example: 3
+    },
+    additionalTags: {
+      description: 'Additional tags',
+      type: 'array',
+      items: {
+        type: 'string'
+      }
+    },
+    additionalMetadata: {
+      type: 'object',
       description: 'Additional metadata',
       additionalProperties: {
         type: 'string'
@@ -4400,153 +4888,6 @@ export const $TestRuleResponseDto = {
   required: ['ruleId', 'matches', 'confidence', 'matchDetails']
 } as const;
 
-export const $DeleteOwnUserDto = {
-  type: 'object',
-  properties: {
-    accessToken: {
-      type: 'string',
-      description: 'Access token for user verification',
-      example: 'abc123xyz'
-    }
-  },
-  required: ['accessToken']
-} as const;
-
-export const $SignupDto = {
-  type: 'object',
-  properties: {
-    turnstileToken: {
-      type: 'string',
-      description:
-        'Cloudflare Turnstile verification token (optional when Turnstile disabled)',
-      example: '0.abc123def456...'
-    }
-  }
-} as const;
-
-export const $UpdateUserSettingDto = {
-  type: 'object',
-  properties: {
-    secId: {
-      type: 'number',
-      description: 'Security ID'
-    },
-    annualInterestRate: {
-      type: 'number',
-      description: 'Annual interest rate',
-      example: 0.05
-    },
-    currency: {
-      type: 'string',
-      description: 'Currency code',
-      example: 'USD'
-    },
-    baseCurrency: {
-      type: 'string',
-      description: 'Base currency code',
-      example: 'USD'
-    },
-    benchmark: {
-      type: 'string',
-      description: 'Benchmark symbol',
-      example: 'SPY'
-    },
-    colorScheme: {
-      type: 'string',
-      description: 'Color scheme',
-      enum: ['DARK', 'LIGHT']
-    },
-    dateRange: {
-      type: 'string',
-      description: 'Date range filter',
-      example: '1y'
-    },
-    emergencyFund: {
-      type: 'number',
-      description: 'Emergency fund amount',
-      example: 10000
-    },
-    'filters.accounts': {
-      description: 'Account filter IDs',
-      type: 'array',
-      items: {
-        type: 'string'
-      }
-    },
-    'filters.assetClasses': {
-      description: 'Asset class filters',
-      type: 'array',
-      items: {
-        type: 'string'
-      }
-    },
-    'filters.dataSource': {
-      type: 'string',
-      description: 'Data source filter'
-    },
-    'filters.symbol': {
-      type: 'string',
-      description: 'Symbol filter'
-    },
-    'filters.tags': {
-      description: 'Tag filters',
-      type: 'array',
-      items: {
-        type: 'string'
-      }
-    },
-    isExperimentalFeatures: {
-      type: 'boolean',
-      description: 'Enable experimental features'
-    },
-    isRestrictedView: {
-      type: 'boolean',
-      description: 'Enable restricted view mode'
-    },
-    language: {
-      type: 'string',
-      description: 'Language code',
-      example: 'en'
-    },
-    locale: {
-      type: 'string',
-      description: 'Locale code',
-      example: 'en-US'
-    },
-    projectedTotalAmount: {
-      type: 'number',
-      description: 'Projected total amount',
-      example: 1000000
-    },
-    retirementDate: {
-      type: 'string',
-      description: 'Retirement date in ISO 8601 format',
-      example: '2050-01-01'
-    },
-    savingsRate: {
-      type: 'number',
-      description: 'Savings rate percentage',
-      example: 0.2
-    },
-    viewMode: {
-      type: 'string',
-      description: 'View mode',
-      enum: ['DEFAULT', 'ZEN']
-    }
-  }
-} as const;
-
-export const $UpdatePropertyDto = {
-  type: 'object',
-  properties: {
-    value: {
-      type: 'string',
-      description: 'Property value'
-    }
-  },
-  required: ['value']
-} as const;
-
 export const $CreateBeanEventDto = {
   type: 'object',
   properties: {
@@ -5625,6 +5966,18 @@ export const $ProcessNlpDto = {
         currency: 'CNY',
         payee: 'Starbucks'
       }
+    },
+    selectedRuleId: {
+      type: 'string',
+      description:
+        '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.',
+      example: 'rule_abc123'
+    },
+    selectedAccount: {
+      type: 'string',
+      description:
+        '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.',
+      example: 'Expenses:Food:Coffee'
     }
   },
   required: ['message']
@@ -5949,7 +6302,8 @@ export const $NlpAccountConfirmationDataDto = {
     },
     suggestedAccount: {
       type: 'string',
-      description: 'Suggested replacement account',
+      description:
+        'Suggested replacement account (omitted when no clear candidate)',
       example: 'Expenses:Food:Drinks'
     },
     similarAccounts: {
@@ -5971,7 +6325,6 @@ export const $NlpAccountConfirmationDataDto = {
   },
   required: [
     'invalidAccount',
-    'suggestedAccount',
     'similarAccounts',
     'errorMessage',
     'transactionContext'
@@ -6144,7 +6497,8 @@ export const $NlpSuggestedAccountDto = {
     },
     confidence: {
       type: 'number',
-      description: 'Confidence score for this suggestion (0-1)',
+      description:
+        'Confidence score for this suggestion (0-1). Present = predicted (confirm/confirm_rule/confirm_account); omitted = actual persisted account (created). (#586)',
       example: 0.9
     }
   },
@@ -6180,23 +6534,31 @@ export const $NlpDefaultAccountsDto = {
   properties: {
     asset: {
       type: 'string',
-      description: 'Default asset account',
-      example: 'Assets:Checking'
+      description:
+        'Default OPEN asset account (MRU when multiple), or null when none/ambiguous',
+      example: 'Assets:Checking',
+      nullable: true
     },
     expense: {
       type: 'string',
-      description: 'Default expense account',
-      example: 'Expenses:Uncategorized'
+      description:
+        'Default OPEN expense account (MRU when multiple), or null when none/ambiguous',
+      example: 'Expenses:Food:Coffee',
+      nullable: true
     },
     income: {
       type: 'string',
-      description: 'Default income account',
-      example: 'Income:Uncategorized'
+      description:
+        'Default OPEN income account (MRU when multiple), or null when none/ambiguous',
+      example: 'Income:Salary',
+      nullable: true
     },
     liability: {
       type: 'string',
-      description: 'Default liability account',
-      example: 'Liabilities:CreditCard'
+      description:
+        'Default OPEN liability account (MRU when multiple), or null when none/ambiguous',
+      example: 'Liabilities:CreditCard',
+      nullable: true
     }
   },
   required: ['asset', 'expense', 'income', 'liability']
@@ -6221,7 +6583,8 @@ export const $NlpResponseDto = {
         'confirm_rule',
         'confirm_account',
         'confirm_payee',
-        'cancel'
+        'cancel',
+        'aborted'
       ]
     },
     intent: {
@@ -6383,7 +6746,7 @@ export const $NlpResponseDto = {
     },
     suggestedAccounts: {
       description:
-        'Suggested accounts for this transaction. Contains recommended source and destination accounts based on the detected intent and rules.',
+        '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.',
       allOf: [
         {
           $ref: '#/components/schemas/NlpSuggestedAccountsDto'
@@ -6392,7 +6755,7 @@ export const $NlpResponseDto = {
     },
     defaultAccounts: {
       description:
-        'Default accounts for the user/region. These are fallback accounts used when no specific suggestion is available.',
+        'Default fallback accounts for the user/region (#586). v1 returns universal constants; per-user personalization is planned.',
       allOf: [
         {
           $ref: '#/components/schemas/NlpDefaultAccountsDto'
@@ -6403,6 +6766,148 @@ export const $NlpResponseDto = {
   required: ['status', 'action']
 } as const;
 
+export const $PlatformListItemDto = {
+  type: 'object',
+  properties: {
+    id: {
+      type: 'string',
+      description: 'Global platform ID'
+    },
+    name: {
+      type: 'string',
+      description: 'Platform name'
+    },
+    url: {
+      type: 'string',
+      description: 'Platform URL'
+    },
+    type: {
+      type: 'string',
+      description: 'Platform type',
+      enum: [
+        'BANK',
+        'BROKERAGE',
+        'CRYPTO_EXCHANGE',
+        'PAYMENT',
+        'INVESTMENT',
+        'INSURANCE',
+        'OTHER'
+      ]
+    },
+    canonical: {
+      type: 'string',
+      description: 'Canonical identifier in ACCOUNT_RE format (e.g., "icbc")'
+    },
+    suggestedSegment: {
+      type: 'string',
+      description:
+        'Suggested path segment — canonical with first char uppercased (ACC_COMP_NAME_RE)'
+    },
+    logoUrl: {
+      type: 'string',
+      description: 'Logo URL',
+      nullable: true
+    },
+    isBound: {
+      type: 'boolean',
+      description: 'Whether user has accounts using this platform'
+    }
+  },
+  required: [
+    'id',
+    'name',
+    'url',
+    'type',
+    'canonical',
+    'suggestedSegment',
+    'logoUrl',
+    'isBound'
+  ]
+} as const;
+
+export const $PlatformMatchResultDto = {
+  type: 'object',
+  properties: {
+    id: {
+      type: 'string',
+      description: 'Global platform ID'
+    },
+    name: {
+      type: 'string',
+      description: 'Platform name (e.g., "ICBC")'
+    },
+    canonical: {
+      type: 'string',
+      description: 'Canonical identifier in ACCOUNT_RE format (e.g., "icbc")'
+    },
+    type: {
+      type: 'string',
+      description: 'Platform type',
+      enum: [
+        'BANK',
+        'BROKERAGE',
+        'CRYPTO_EXCHANGE',
+        'PAYMENT',
+        'INVESTMENT',
+        'INSURANCE',
+        'OTHER'
+      ]
+    },
+    suggestedSegment: {
+      type: 'string',
+      description:
+        'Suggested path segment — canonical, already in ACCOUNT_RE format'
+    },
+    logoUrl: {
+      type: 'string',
+      description: 'Logo URL',
+      nullable: true
+    },
+    matchType: {
+      type: 'string',
+      description: "How this row matched: 'exact' > 'prefix' > 'substring'",
+      enum: ['exact', 'prefix', 'substring']
+    }
+  },
+  required: [
+    'id',
+    'name',
+    'canonical',
+    'type',
+    'suggestedSegment',
+    'logoUrl',
+    'matchType'
+  ]
+} as const;
+
+export const $PlatformMatchResponseDto = {
+  type: 'object',
+  properties: {
+    platforms: {
+      description: 'Ranked matches, best tier first (at most 10 rows)',
+      type: 'array',
+      items: {
+        $ref: '#/components/schemas/PlatformMatchResultDto'
+      }
+    },
+    matchType: {
+      type: 'string',
+      description:
+        "Overall match quality — top row's tier, or 'none' when no hits",
+      enum: ['none', 'exact', 'prefix', 'substring']
+    },
+    total: {
+      type: 'number',
+      description: 'Total matches before LIMIT (truncation transparency)'
+    },
+    hasMore: {
+      type: 'boolean',
+      description: 'true when total > platforms.length (more matches exist)'
+    }
+  },
+  required: ['platforms', 'matchType', 'total', 'hasMore']
+} as const;
+
 export const $CreatePlatformDto = {
   type: 'object',
   properties: {
@@ -7545,344 +8050,220 @@ export const $HoldingPnlWarningDto = {
         'OVERSOLD_LOTS',
         'NO_PRICE',
         'MIXED_COST_CURRENCY'
-      ]
-    },
-    symbol: {
-      type: 'object',
-      nullable: true
-    },
-    accountId: {
-      type: 'object',
-      nullable: true
-    },
-    currency: {
-      type: 'object',
-      nullable: true
-    }
-  },
-  required: ['type']
-} as const;
-
-export const $HoldingPnlResponseDto = {
-  type: 'object',
-  properties: {
-    asOfDate: {
-      type: 'string',
-      example: '2026-07-08'
-    },
-    baseCurrency: {
-      type: 'string',
-      example: 'CNY'
-    },
-    method: {
-      type: 'string',
-      description:
-        'Realized-P&L lot-matching method (FIFO or average). Unrealized cost basis remains average regardless of this value (#473).',
-      enum: ['average', 'FIFO'],
-      example: 'average'
-    },
-    rows: {
-      type: 'array',
-      items: {
-        $ref: '#/components/schemas/HoldingPnlRowDto'
-      }
-    },
-    warnings: {
-      type: 'array',
-      items: {
-        $ref: '#/components/schemas/HoldingPnlWarningDto'
-      }
-    }
-  },
-  required: ['asOfDate', 'baseCurrency', 'method', 'rows', 'warnings']
-} as const;
-
-export const $CurrencyBalanceDto = {
-  type: 'object',
-  properties: {
-    currency: {
-      type: 'string',
-      description: 'ISO 4217 currency code',
-      example: 'CNY'
-    },
-    balance: {
-      type: 'string',
-      description: 'Balance amount',
-      example: '500000.00'
-    }
-  },
-  required: ['currency', 'balance']
-} as const;
-
-export const $TimeSeriesPointDto = {
-  type: 'object',
-  properties: {
-    date: {
-      type: 'string',
-      description: 'Date in YYYY-MM-DD format',
-      example: '2024-06-15'
-    },
-    value: {
-      type: 'string',
-      description: 'Value at this date (in base currency)',
-      example: '500000.00'
-    },
-    change: {
-      type: 'object',
-      description: 'Change from previous point',
-      example: '5000.00'
-    },
-    assets: {
-      type: 'string',
-      description: 'Total assets at this date (in base currency)',
-      example: '494338.00'
-    },
-    liabilities: {
-      type: 'string',
-      description: 'Total liabilities at this date (in base currency)',
-      example: '310098.00'
-    },
-    byCurrency: {
-      description: 'Multi-currency breakdown for this point',
-      type: 'array',
-      items: {
-        $ref: '#/components/schemas/CurrencyBalanceDto'
-      }
-    }
-  },
-  required: ['date', 'value']
-} as const;
-
-export const $TrendSummaryDto = {
-  type: 'object',
-  properties: {
-    startValue: {
-      type: 'string',
-      description: 'Value at start of period',
-      example: '450000.00'
-    },
-    endValue: {
-      type: 'string',
-      description: 'Value at end of period',
-      example: '500000.00'
-    },
-    totalChange: {
-      type: 'string',
-      description: 'Total change over period',
-      example: '50000.00'
-    },
-    totalChangePercentage: {
-      type: 'string',
-      description: 'Total change percentage',
-      example: '+11.11%'
-    }
-  },
-  required: ['startValue', 'endValue', 'totalChange', 'totalChangePercentage']
-} as const;
-
-export const $MultiCurrencyPointDto = {
-  type: 'object',
-  properties: {
-    date: {
-      type: 'string',
-      description: 'Date in YYYY-MM-DD format',
-      example: '2024-06-15'
+      ]
     },
-    byCurrency: {
-      description: 'Balances by currency',
-      type: 'array',
-      items: {
-        $ref: '#/components/schemas/CurrencyBalanceDto'
-      }
+    symbol: {
+      type: 'object',
+      nullable: true
+    },
+    accountId: {
+      type: 'object',
+      nullable: true
+    },
+    currency: {
+      type: 'object',
+      nullable: true
     }
   },
-  required: ['date', 'byCurrency']
+  required: ['type']
 } as const;
 
-export const $PortfolioTrendsResponseDto = {
+export const $HoldingPnlResponseDto = {
   type: 'object',
   properties: {
-    series: {
-      description: 'Time series data points',
-      type: 'array',
-      items: {
-        $ref: '#/components/schemas/TimeSeriesPointDto'
-      }
-    },
-    summary: {
-      description: 'Period summary',
-      allOf: [
-        {
-          $ref: '#/components/schemas/TrendSummaryDto'
-        }
-      ]
-    },
-    period: {
-      type: 'string',
-      description: 'Period requested',
-      example: '6m'
-    },
-    granularity: {
+    asOfDate: {
       type: 'string',
-      description: 'Data granularity',
-      example: 'month'
+      example: '2026-07-08'
     },
-    currency: {
+    baseCurrency: {
       type: 'string',
-      description: 'Base currency for converted values',
       example: 'CNY'
     },
-    byCurrency: {
+    method: {
+      type: 'string',
       description:
-        'Multi-currency time series (each point has currency breakdown)',
+        'Realized-P&L lot-matching method (FIFO or average). Unrealized cost basis remains average regardless of this value (#473).',
+      enum: ['average', 'FIFO'],
+      example: 'average'
+    },
+    rows: {
       type: 'array',
       items: {
-        $ref: '#/components/schemas/MultiCurrencyPointDto'
+        $ref: '#/components/schemas/HoldingPnlRowDto'
       }
     },
     warnings: {
-      description: 'Exchange rate warnings',
       type: 'array',
       items: {
-        $ref: '#/components/schemas/ExchangeRateWarningDto'
+        $ref: '#/components/schemas/HoldingPnlWarningDto'
       }
     }
   },
-  required: ['series', 'summary', 'period', 'granularity', 'currency']
+  required: ['asOfDate', 'baseCurrency', 'method', 'rows', 'warnings']
 } as const;
 
-export const $CashFlowPointDto = {
+export const $AnonymousLoginDto = {
   type: 'object',
   properties: {
-    month: {
-      type: 'string',
-      description: 'Month key (YYYY-MM)',
-      example: '2024-03'
-    },
-    income: {
-      type: 'string',
-      description: 'Income in base currency (absolute, converted)',
-      example: '10000.00'
-    },
-    expense: {
-      type: 'string',
-      description: 'Expense in base currency (absolute, converted)',
-      example: '5000.00'
-    },
-    netSavings: {
+    accessToken: {
       type: 'string',
-      description: 'netSavings = income − expense (savings positive)',
-      example: '5000.00'
+      description: 'Access token for anonymous login'
     }
   },
-  required: ['month', 'income', 'expense', 'netSavings']
+  required: ['accessToken']
 } as const;
 
-export const $CashFlowTrendSummaryDto = {
+export const $AnonymousLoginResponseDto = {
   type: 'object',
   properties: {
-    totalIncome: {
-      type: 'string',
-      description: 'Total income across the period',
-      example: '60000.00'
-    },
-    totalExpense: {
-      type: 'string',
-      description: 'Total expense across the period',
-      example: '30000.00'
-    },
-    totalNetSavings: {
-      type: 'string',
-      description: 'income − expense across the period',
-      example: '30000.00'
-    },
-    averageMonthlyNetSavings: {
+    authToken: {
       type: 'string',
-      description:
-        'totalNetSavings divided by the window length (N months, incl. zero-filled)',
-      example: '5000.00'
+      description: 'JWT auth token',
+      example: 'eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...'
     }
   },
-  required: [
-    'totalIncome',
-    'totalExpense',
-    'totalNetSavings',
-    'averageMonthlyNetSavings'
-  ]
+  required: ['authToken']
 } as const;
 
-export const $CashFlowTrendsResponseDto = {
+export const $SymbolSearchResultDto = {
   type: 'object',
   properties: {
-    series: {
-      description:
-        'Monthly cash-flow series (fixed N-month window, zero-filled)',
-      type: 'array',
-      items: {
-        $ref: '#/components/schemas/CashFlowPointDto'
-      }
+    symbol: {
+      type: 'string',
+      example: 'AAPL'
     },
-    summary: {
-      description: 'Period totals',
-      allOf: [
-        {
-          $ref: '#/components/schemas/CashFlowTrendSummaryDto'
-        }
-      ]
+    name: {
+      type: 'object',
+      example: 'Apple Inc.',
+      nullable: true
     },
-    period: {
-      type: 'string',
-      description: 'Period requested',
-      example: '6m'
+    exchange: {
+      type: 'object',
+      example: 'US',
+      nullable: true
     },
-    granularity: {
-      type: 'string',
-      description: 'Data granularity (v1 returns month buckets)',
-      example: 'month'
+    assetType: {
+      type: 'object',
+      description: 'OpenBB asset_type (e.g. stock, etf)',
+      example: 'stock',
+      nullable: true
     },
-    currency: {
-      type: 'string',
-      description: 'Base currency for converted values',
-      example: 'CNY'
+    assetClass: {
+      type: 'object',
+      description: 'IGN asset class (region.types.ts ASSET_CLASSES)',
+      example: 'EQUITY',
+      nullable: true
     },
-    warnings: {
-      description: 'Exchange rate warnings (e.g. missing rate for a currency)',
-      type: 'array',
-      items: {
-        $ref: '#/components/schemas/ExchangeRateWarningDto'
-      }
+    assetSubClass: {
+      type: 'object',
+      description: 'IGN asset sub-class (region.types.ts ASSET_SUB_CLASSES)',
+      example: 'STOCK',
+      nullable: true
+    },
+    currency: {
+      type: 'object',
+      description: 'Trading currency (extra_data or inferred from exchange)',
+      example: 'USD',
+      nullable: true
     }
   },
-  required: ['series', 'summary', 'period', 'granularity', 'currency']
-} as const;
-
-export const $GenerateSnapshotBody = {
-  type: 'object',
-  properties: {}
-} as const;
-
-export const $GenerateSnapshotResponse = {
-  type: 'object',
-  properties: {}
-} as const;
-
-export const $BackfillSnapshotsBody = {
-  type: 'object',
-  properties: {}
-} as const;
-
-export const $BackfillSnapshotsResponse = {
-  type: 'object',
-  properties: {}
+  required: ['symbol']
 } as const;
 
-export const $AnonymousLoginDto = {
+export const $SymbolQuoteDto = {
   type: 'object',
   properties: {
-    accessToken: {
+    symbol: {
       type: 'string',
-      description: 'Access token for anonymous login'
+      example: 'AAPL'
+    },
+    name: {
+      type: 'object',
+      example: 'Apple Inc.',
+      nullable: true
+    },
+    exchange: {
+      type: 'object',
+      example: 'US',
+      nullable: true
+    },
+    assetType: {
+      type: 'object',
+      description: 'OpenBB asset_type',
+      example: 'stock',
+      nullable: true
+    },
+    assetClass: {
+      type: 'object',
+      description: 'IGN asset class',
+      example: 'EQUITY',
+      nullable: true
+    },
+    assetSubClass: {
+      type: 'object',
+      description: 'IGN asset sub-class',
+      example: 'STOCK',
+      nullable: true
+    },
+    currency: {
+      type: 'object',
+      description: 'Trading currency (extra_data or inferred from exchange)',
+      example: 'USD',
+      nullable: true
+    },
+    price: {
+      type: 'object',
+      description: 'Latest price (Decimal string)',
+      example: '189.84',
+      nullable: true
+    },
+    priceDate: {
+      type: 'object',
+      description: 'Date the price was observed (ISO yyyy-MM-dd)',
+      example: '2026-08-05',
+      nullable: true
+    },
+    changePercent: {
+      type: 'object',
+      description:
+        '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.',
+      example: 1.7,
+      nullable: true
+    },
+    prevClose: {
+      type: 'object',
+      description: 'Previous close (Decimal string)',
+      nullable: true
+    },
+    open: {
+      type: 'object',
+      description: 'Day open (Decimal string)',
+      nullable: true
+    },
+    high: {
+      type: 'object',
+      description: 'Day high (Decimal string)',
+      nullable: true
+    },
+    low: {
+      type: 'object',
+      description: 'Day low (Decimal string)',
+      nullable: true
+    },
+    volume: {
+      type: 'object',
+      description: 'Day volume (Decimal string)',
+      nullable: true
+    },
+    yearHigh: {
+      type: 'object',
+      description: '52-week high (Decimal string)',
+      nullable: true
+    },
+    yearLow: {
+      type: 'object',
+      description: '52-week low (Decimal string)',
+      nullable: true
     }
-  },
-  required: ['accessToken']
+  }
 } as const;