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

package/src/generated/types.gen.ts

@@ -73,6 +73,43 @@ export type AccountResponseDto = {
    * 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
    */
@@ -149,6 +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
  */
@@ -2701,384 +2775,223 @@ 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 = {
-  /**
-   * Rule ID
-   */
-  id: string;
-  /**
-   * Rule name
-   */
-  name: string;
+export type TrendSummaryDto = {
   /**
-   * Rule description
+   * Value at start of period
    */
-  description?: string;
+  startValue: string;
   /**
-   * Keywords to match in transaction narration
+   * Value at end of period
    */
-  narrationKeywords: Array<string>;
+  endValue: string;
   /**
-   * Keywords to match in payee name
+   * Total change over period
    */
-  payeeKeywords: Array<string>;
+  totalChange: string;
   /**
-   * Keywords to match in category
+   * Total change percentage
    */
-  categoryKeywords: Array<string>;
+  totalChangePercentage: string;
+};
+
+export type MultiCurrencyPointDto = {
   /**
-   * Keywords to match in payment method
+   * Date in YYYY-MM-DD format
    */
-  methodKeywords: Array<string>;
+  date: string;
   /**
-   * Destination account for categorization
+   * Balances by currency
    */
-  categoryAccount?: string;
+  byCurrency: Array<CurrencyBalanceDto>;
+};
+
+export type PortfolioTrendsResponseDto = {
   /**
-   * Keyword matching logic
+   * Time series data points
    */
-  matchLogic: 'OR' | 'AND';
+  series: Array<TimeSeriesPointDto>;
   /**
-   * Amount range for matching
+   * Period summary
    */
-  amountRange?: AmountRangeDto;
+  summary: TrendSummaryDto;
   /**
-   * Rule priority (0-1000, higher = first match)
+   * Period requested
    */
-  priority: number;
+  period: string;
   /**
-   * Whether the rule is enabled
+   * Data granularity
    */
-  enabled: boolean;
+  granularity: string;
   /**
-   * Learning source: NLP, REVIEW_CENTER, or null for manual
+   * Base currency for converted values
    */
-  learningSource?: 'NLP' | 'REVIEW_CENTER' | null;
+  currency: string;
   /**
-   * Whether auto-apply is enabled for this rule
+   * Multi-currency time series (each point has currency breakdown)
    */
-  autoApplyEnabled: boolean;
+  byCurrency?: Array<MultiCurrencyPointDto>;
   /**
-   * Number of confirmations for NLP-learned rules
+   * Exchange rate warnings
    */
-  confirmationCount: number;
+  warnings?: Array<ExchangeRateWarningDto>;
+};
+
+export type CashFlowPointDto = {
   /**
-   * Additional tags
+   * Month key (YYYY-MM)
    */
-  additionalTags: Array<string>;
+  month: string;
   /**
-   * Additional metadata
+   * Income in base currency (absolute, converted)
    */
-  additionalMetadata?: {
-    [key: string]: string;
-  };
+  income: string;
   /**
-   * Created timestamp
+   * Expense in base currency (absolute, converted)
    */
-  createdAt: string;
+  expense: string;
   /**
-   * Updated timestamp
+   * netSavings = income − expense (savings positive)
    */
-  updatedAt: string;
+  netSavings: string;
 };
 
-/**
- * Learning source: NLP, REVIEW_CENTER, or null for manual
- */
-export type learningSource = 'NLP' | 'REVIEW_CENTER';
-
-export type TransactionRuleListResponseDto = {
-  data: Array<TransactionRuleResponseDto>;
+export type CashFlowTrendSummaryDto = {
   /**
-   * Total count of rules
+   * Total income across the period
    */
-  total: number;
+  totalIncome: string;
   /**
-   * Results per page
+   * Total expense across the period
    */
-  limit: number;
+  totalExpense: string;
   /**
-   * Pagination offset
+   * income − expense across the period
    */
-  offset: number;
+  totalNetSavings: string;
+  /**
+   * totalNetSavings divided by the window length (N months, incl. zero-filled)
+   */
+  averageMonthlyNetSavings: string;
 };
 
-export type ValidateRuleDto = {
-  name: string;
-  description?: string;
-  narrationKeywords?: Array<unknown[]>;
-  payeeKeywords?: Array<unknown[]>;
-  categoryKeywords?: Array<unknown[]>;
+export type CashFlowTrendsResponseDto = {
   /**
-   * Payment method keywords (e.g., HuaBei, YuEBao)
+   * Monthly cash-flow series (fixed N-month window, zero-filled)
    */
-  methodKeywords?: Array<unknown[]>;
+  series: Array<CashFlowPointDto>;
   /**
-   * Destination account for expenses/income (e.g., Expenses:Food:Coffee)
+   * Period totals
    */
-  categoryAccount?: string;
-  matchLogic: 'OR' | 'AND';
+  summary: CashFlowTrendSummaryDto;
   /**
-   * Minimum transaction amount (inclusive)
+   * Period requested
    */
-  amountMin?: number;
+  period: string;
   /**
-   * Maximum transaction amount (inclusive)
+   * Data granularity (v1 returns month buckets)
    */
-  amountMax?: number;
-  priority: number;
-  additionalTags?: Array<unknown[]>;
-  additionalMetadata?: {
-    [key: string]: unknown;
-  };
+  granularity: string;
   /**
-   * If true, update existing rule with matching payeeKeywords[0] instead of creating new rule
+   * Base currency for converted values
    */
-  upsertByPayee?: boolean;
-};
-
-export type ValidateRuleResponseDto = {
+  currency: string;
   /**
-   * Whether the rule configuration is valid
+   * Exchange rate warnings (e.g. missing rate for a currency)
    */
-  valid: boolean;
+  warnings?: Array<ExchangeRateWarningDto>;
+};
+
+export type GenerateSnapshotBody = unknown;
+
+export type GenerateSnapshotResponse = unknown;
+
+export type BackfillSnapshotsBody = unknown;
+
+export type BackfillSnapshotsResponse = unknown;
+
+export type DeleteOwnUserDto = {
   /**
-   * List of validation errors (empty if valid)
+   * Access token for user verification
    */
-  errors: Array<unknown[]>;
+  accessToken: string;
+};
+
+export type SignupDto = {
   /**
-   * List of validation warnings (non-blocking issues)
+   * Cloudflare Turnstile verification token (optional when Turnstile disabled)
    */
-  warnings: Array<unknown[]>;
+  turnstileToken?: string;
 };
 
-export type BulkCreateRulesDto = {
+export type SignupResponseDto = {
   /**
-   * Array of rules to import
+   * JWT auth token
    */
-  rules: Array<unknown[]>;
+  authToken: string;
   /**
-   * Conflict handling strategy: skip (default) ignores duplicates, replace soft-deletes existing rule
+   * Auto-generated access token
    */
-  conflictStrategy: 'replace' | 'skip';
+  accessToken: string;
+  /**
+   * Assigned user role
+   */
+  role: 'USER' | 'ADMIN' | 'DEMO' | 'INACTIVE' | 'PAID' | 'OPS';
 };
 
 /**
- * Conflict handling strategy: skip (default) ignores duplicates, replace soft-deletes existing rule
+ * Assigned user role
  */
-export type conflictStrategy = 'replace' | 'skip';
+export type role = 'USER' | 'ADMIN' | 'DEMO' | 'INACTIVE' | 'PAID' | 'OPS';
 
-export type BulkCreateRulesResponseDto = {
+export type UpdateUserSettingDto = {
   /**
-   * Number of successfully created rules
+   * Security ID
    */
-  successCount: number;
+  secId?: number;
   /**
-   * Number of failed rules
+   * Annual interest rate
    */
-  failureCount: number;
-  /**
-   * Error details for failed rules
-   */
-  errors: Array<{
-    index?: number;
-    message?: string;
-  }>;
-  /**
-   * IDs of successfully created rules
-   */
-  createdRuleIds: Array<string>;
-};
-
-export type ExportRulesResponseDto = {
-  /**
-   * Export timestamp
-   */
-  exportedAt: string;
-  /**
-   * User ID
-   */
-  userId: string;
-  /**
-   * Number of exported rules
-   */
-  ruleCount: number;
-  /**
-   * Exported rules
-   */
-  rules: unknown[];
-};
-
-export type RuleStatisticsResponseDto = {
-  /**
-   * Statistics time period
-   */
-  period: '7d' | '30d' | '90d';
-  /**
-   * Total number of rules
-   */
-  totalRules: number;
-  /**
-   * Number of rules with at least one match
-   */
-  rulesWithMatches: number;
-  /**
-   * Total number of matches across all rules
-   */
-  totalMatches: number;
-  /**
-   * Average confidence score across all matches
-   */
-  averageConfidence: number;
-  /**
-   * Per-rule statistics
-   */
-  ruleStats: Array<{
-    ruleId?: string;
-    ruleName?: string;
-    matchCount?: number;
-    averageConfidence?: number;
-  }>;
-};
-
-/**
- * Statistics time period
- */
-export type period = '7d' | '30d' | '90d';
-
-export type UpdateTransactionRuleDto = {
-  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;
-  /**
-   * Enable or disable the rule
-   */
-  enabled?: boolean;
-  additionalTags?: Array<unknown[]>;
-  additionalMetadata?: {
-    [key: string]: unknown;
-  };
-};
-
-export type TestRuleDto = {
-  narration: string;
-  payee?: string;
-  categoryAccount?: string;
-  amount?: number;
-  currency?: string;
-};
-
-export type TestRuleResponseDto = {
-  /**
-   * Rule ID that was tested
-   */
-  ruleId: string;
-  /**
-   * Whether the rule matched the test data
-   */
-  matches: boolean;
-  /**
-   * Match confidence score (0-1)
-   */
-  confidence: number;
-  /**
-   * Details of which fields matched
-   */
-  matchDetails: {
-    [key: string]: 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 UpdateUserSettingDto = {
-  /**
-   * Security ID
-   */
-  secId?: number;
-  /**
-   * Annual interest rate
-   */
-  annualInterestRate?: number;
+  annualInterestRate?: number;
   /**
    * Currency code
    */
@@ -3174,93 +3087,448 @@ export type UpdatePropertyDto = {
   value: string;
 };
 
-export type CreateBeanEventDto = {
+export type CreateTransactionRuleDto = {
+  name: string;
+  description?: string;
+  narrationKeywords?: Array<unknown[]>;
+  payeeKeywords?: Array<unknown[]>;
+  categoryKeywords?: Array<unknown[]>;
   /**
-   * Life event date (ISO 8601)
+   * Payment method keywords (e.g., HuaBei, YuEBao)
    */
-  date: string;
+  methodKeywords?: Array<unknown[]>;
   /**
-   * Life event type (e.g., "employer", "location", "marital-status") — user-defined, no enum constraint at engine layer
+   * Destination account for expenses/income (e.g., Expenses:Food:Coffee)
    */
-  type: string;
+  categoryAccount?: string;
+  matchLogic: 'OR' | 'AND';
   /**
-   * Life event description. Empty string is a VALID value (distinct from absence).
+   * Minimum transaction amount (inclusive)
    */
-  description: string;
+  amountMin?: number;
   /**
-   * Product-side metadata (lives in BeanEvent.meta JSON, never in engine Event fields)
+   * Maximum transaction amount (inclusive)
    */
-  meta?: {
+  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 EventResponseDto = {
+export type matchLogic = 'OR' | 'AND';
+
+export type AmountRangeDto = {
   /**
-   * Unique identifier
+   * Minimum amount
    */
-  id: string;
+  min?: number;
   /**
-   * User ID (owner of the life event)
+   * Maximum amount
    */
-  userId: string;
+  max?: number;
+};
+
+export type TransactionRuleResponseDto = {
   /**
-   * Life event date (ISO 8601 format)
+   * Rule ID
    */
-  date: string;
+  id: string;
   /**
-   * Life event type (user-defined, e.g., "employer", "location")
+   * Rule name
    */
-  type: string;
+  name: string;
   /**
-   * Life event description. May be an empty string (a valid value distinct from absence).
+   * Rule description
    */
-  description: string;
+  description?: string;
   /**
-   * Product-side metadata (free-form JSON)
+   * Keywords to match in transaction narration
    */
-  meta: {
-    [key: string]: unknown;
-  };
+  narrationKeywords: Array<string>;
   /**
-   * Creation timestamp
+   * Keywords to match in payee name
    */
-  createdAt: string;
+  payeeKeywords: Array<string>;
   /**
-   * Last update timestamp. Also emitted as the ETag response header for If-Match optimistic concurrency.
+   * Keywords to match in category
    */
-  updatedAt: string;
-};
-
-export type EventListResponseDto = {
+  categoryKeywords: Array<string>;
   /**
-   * List of life events
+   * Keywords to match in payment method
    */
-  items: Array<EventResponseDto>;
+  methodKeywords: Array<string>;
   /**
-   * Total number of life events matching the query
+   * Destination account for categorization
    */
-  total: number;
-};
-
-export type UpdateBeanEventDto = {
+  categoryAccount?: string;
   /**
-   * Life event date (ISO 8601)
+   * Keyword matching logic
    */
-  date?: string;
+  matchLogic: 'OR' | 'AND';
   /**
-   * Life event type (user-defined)
+   * Amount range for matching
    */
-  type?: string;
+  amountRange?: AmountRangeDto;
   /**
-   * Life event description. Empty string is a VALID value (distinct from absence).
+   * Rule priority (0-1000, higher = first match)
    */
-  description?: string;
+  priority: number;
   /**
-   * Product-side metadata (free-form JSON)
+   * Whether the rule is enabled
    */
-  meta?: {
-    [key: string]: unknown;
+  enabled: boolean;
+  /**
+   * Learning source: NLP, REVIEW_CENTER, or null for manual
+   */
+  learningSource?: 'NLP' | 'REVIEW_CENTER' | null;
+  /**
+   * Whether auto-apply is enabled for this rule
+   */
+  autoApplyEnabled: boolean;
+  /**
+   * Number of confirmations for NLP-learned rules
+   */
+  confirmationCount: number;
+  /**
+   * Additional tags
+   */
+  additionalTags: Array<string>;
+  /**
+   * Additional metadata
+   */
+  additionalMetadata?: {
+    [key: string]: string;
+  };
+  /**
+   * Created timestamp
+   */
+  createdAt: string;
+  /**
+   * Updated timestamp
+   */
+  updatedAt: string;
+};
+
+/**
+ * Learning source: NLP, REVIEW_CENTER, or null for manual
+ */
+export type learningSource = 'NLP' | 'REVIEW_CENTER';
+
+export type TransactionRuleListResponseDto = {
+  data: Array<TransactionRuleResponseDto>;
+  /**
+   * Total count of rules
+   */
+  total: number;
+  /**
+   * Results per page
+   */
+  limit: number;
+  /**
+   * Pagination offset
+   */
+  offset: number;
+};
+
+export type ValidateRuleDto = {
+  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 ValidateRuleResponseDto = {
+  /**
+   * Whether the rule configuration is valid
+   */
+  valid: boolean;
+  /**
+   * List of validation errors (empty if valid)
+   */
+  errors: Array<unknown[]>;
+  /**
+   * List of validation warnings (non-blocking issues)
+   */
+  warnings: Array<unknown[]>;
+};
+
+export type BulkCreateRulesDto = {
+  /**
+   * Array of rules to import
+   */
+  rules: Array<unknown[]>;
+  /**
+   * Conflict handling strategy: skip (default) ignores duplicates, replace soft-deletes existing rule
+   */
+  conflictStrategy: 'replace' | 'skip';
+};
+
+/**
+ * Conflict handling strategy: skip (default) ignores duplicates, replace soft-deletes existing rule
+ */
+export type conflictStrategy = 'replace' | 'skip';
+
+export type BulkCreateRulesResponseDto = {
+  /**
+   * Number of successfully created rules
+   */
+  successCount: number;
+  /**
+   * Number of failed rules
+   */
+  failureCount: number;
+  /**
+   * Error details for failed rules
+   */
+  errors: Array<{
+    index?: number;
+    message?: string;
+  }>;
+  /**
+   * IDs of successfully created rules
+   */
+  createdRuleIds: Array<string>;
+};
+
+export type ExportRulesResponseDto = {
+  /**
+   * Export timestamp
+   */
+  exportedAt: string;
+  /**
+   * User ID
+   */
+  userId: string;
+  /**
+   * Number of exported rules
+   */
+  ruleCount: number;
+  /**
+   * Exported rules
+   */
+  rules: unknown[];
+};
+
+export type RuleStatisticsResponseDto = {
+  /**
+   * Statistics time period
+   */
+  period: '7d' | '30d' | '90d';
+  /**
+   * Total number of rules
+   */
+  totalRules: number;
+  /**
+   * Number of rules with at least one match
+   */
+  rulesWithMatches: number;
+  /**
+   * Total number of matches across all rules
+   */
+  totalMatches: number;
+  /**
+   * Average confidence score across all matches
+   */
+  averageConfidence: number;
+  /**
+   * Per-rule statistics
+   */
+  ruleStats: Array<{
+    ruleId?: string;
+    ruleName?: string;
+    matchCount?: number;
+    averageConfidence?: number;
+  }>;
+};
+
+/**
+ * Statistics time period
+ */
+export type period = '7d' | '30d' | '90d';
+
+export type UpdateTransactionRuleDto = {
+  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;
+  /**
+   * Enable or disable the rule
+   */
+  enabled?: boolean;
+  additionalTags?: Array<unknown[]>;
+  additionalMetadata?: {
+    [key: string]: unknown;
+  };
+};
+
+export type TestRuleDto = {
+  narration: string;
+  payee?: string;
+  categoryAccount?: string;
+  amount?: number;
+  currency?: string;
+};
+
+export type TestRuleResponseDto = {
+  /**
+   * Rule ID that was tested
+   */
+  ruleId: string;
+  /**
+   * Whether the rule matched the test data
+   */
+  matches: boolean;
+  /**
+   * Match confidence score (0-1)
+   */
+  confidence: number;
+  /**
+   * Details of which fields matched
+   */
+  matchDetails: {
+    [key: string]: unknown;
+  };
+};
+
+export type CreateBeanEventDto = {
+  /**
+   * Life event date (ISO 8601)
+   */
+  date: string;
+  /**
+   * Life event type (e.g., "employer", "location", "marital-status") — user-defined, no enum constraint at engine layer
+   */
+  type: string;
+  /**
+   * Life event description. Empty string is a VALID value (distinct from absence).
+   */
+  description: string;
+  /**
+   * Product-side metadata (lives in BeanEvent.meta JSON, never in engine Event fields)
+   */
+  meta?: {
+    [key: string]: unknown;
+  };
+};
+
+export type EventResponseDto = {
+  /**
+   * Unique identifier
+   */
+  id: string;
+  /**
+   * User ID (owner of the life event)
+   */
+  userId: string;
+  /**
+   * Life event date (ISO 8601 format)
+   */
+  date: string;
+  /**
+   * Life event type (user-defined, e.g., "employer", "location")
+   */
+  type: string;
+  /**
+   * Life event description. May be an empty string (a valid value distinct from absence).
+   */
+  description: string;
+  /**
+   * Product-side metadata (free-form JSON)
+   */
+  meta: {
+    [key: string]: unknown;
+  };
+  /**
+   * Creation timestamp
+   */
+  createdAt: string;
+  /**
+   * Last update timestamp. Also emitted as the ETag response header for If-Match optimistic concurrency.
+   */
+  updatedAt: string;
+};
+
+export type EventListResponseDto = {
+  /**
+   * List of life events
+   */
+  items: Array<EventResponseDto>;
+  /**
+   * Total number of life events matching the query
+   */
+  total: number;
+};
+
+export type UpdateBeanEventDto = {
+  /**
+   * Life event date (ISO 8601)
+   */
+  date?: string;
+  /**
+   * Life event type (user-defined)
+   */
+  type?: string;
+  /**
+   * Life event description. Empty string is a VALID value (distinct from absence).
+   */
+  description?: string;
+  /**
+   * Product-side metadata (free-form JSON)
+   */
+  meta?: {
+    [key: string]: unknown;
   };
 };
 
@@ -3870,6 +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 = {
@@ -4113,9 +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
    */
@@ -4243,7 +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;
 };
@@ -4261,21 +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 = {
@@ -4294,7 +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.
    */
@@ -4383,11 +4660,11 @@ export type NlpResponseDto = {
    */
   recurringSuggestion?: RecurringSuggestionDto;
   /**
-   * 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.
    */
   suggestedAccounts?: NlpSuggestedAccountsDto;
   /**
-   * 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.
    */
   defaultAccounts?: NlpDefaultAccountsDto;
 };
@@ -4408,7 +4685,8 @@ export type action2 =
   | '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.
@@ -4430,6 +4708,127 @@ export type liabilitySubType = 'borrow' | 'repay';
  */
 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
@@ -4468,18 +4867,6 @@ export type CreatePlatformDto = {
   isActive?: boolean;
 };
 
-/**
- * Platform type
- */
-export type type3 =
-  | 'BANK'
-  | 'BROKERAGE'
-  | 'CRYPTO_EXCHANGE'
-  | 'PAYMENT'
-  | 'INVESTMENT'
-  | 'INSURANCE'
-  | 'OTHER';
-
 export type UpdatePlatformDto = {
   /**
    * Platform name
@@ -5231,185 +5618,146 @@ export type HoldingPnlResponseDto = {
  */
 export type method = 'average' | 'FIFO';
 
-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;
+export type AnonymousLoginDto = {
   /**
-   * Total change percentage
+   * Access token for anonymous login
    */
-  totalChangePercentage: string;
+  accessToken: string;
 };
 
-export type MultiCurrencyPointDto = {
-  /**
-   * Date in YYYY-MM-DD format
-   */
-  date: string;
+export type AnonymousLoginResponseDto = {
   /**
-   * Balances by currency
+   * JWT auth token
    */
-  byCurrency: Array<CurrencyBalanceDto>;
+  authToken: string;
 };
 
-export type PortfolioTrendsResponseDto = {
-  /**
-   * Time series data points
-   */
-  series: Array<TimeSeriesPointDto>;
-  /**
-   * Period summary
-   */
-  summary: TrendSummaryDto;
-  /**
-   * Period requested
-   */
-  period: 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 = {
@@ -6445,18 +6793,166 @@ export type ExpectedTransactionControllerEnterNowData = {
 
 export type ExpectedTransactionControllerEnterNowResponse = unknown;
 
-export type ForecastControllerGetForecastData = {
-  /**
-   * Number of months to forecast (1-12, default 3)
-   */
-  months?: number;
+export type ForecastControllerGetForecastData = {
+  /**
+   * Number of months to forecast (1-12, default 3)
+   */
+  months?: number;
+  /**
+   * Region code for tenant context
+   */
+  region: 'cn' | 'us' | 'de' | 'gb';
+};
+
+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 = {
   /**
-   * Region code for tenant context
+   * Property key
    */
-  region: 'cn' | 'us' | 'de' | 'gb';
+  key: string;
 };
 
-export type ForecastControllerGetForecastResponse = ForecastResponseDto;
+export type PropertyControllerDeleteResponse = void;
 
 export type TransactionRuleControllerCreateData = {
   /**
@@ -6603,93 +7099,6 @@ export type TransactionRuleControllerTestData = {
 
 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 EventControllerCreateData = {
   /**
    * Region code for tenant context (decorative for life events)
@@ -7103,7 +7512,8 @@ export type PlatformControllerCreateData = {
 
 export type PlatformControllerCreateResponse = unknown;
 
-export type PlatformControllerGetPlatformListResponse = unknown;
+export type PlatformControllerGetPlatformListResponse =
+  Array<PlatformListItemDto>;
 
 export type PlatformControllerMatchPlatformsData = {
   /**
@@ -7116,7 +7526,7 @@ export type PlatformControllerMatchPlatformsData = {
   region?: string;
 };
 
-export type PlatformControllerMatchPlatformsResponse = unknown;
+export type PlatformControllerMatchPlatformsResponse = PlatformMatchResponseDto;
 
 export type PlatformControllerUpdateData = {
   /**
@@ -7234,74 +7644,13 @@ export type HoldingPnlControllerGetHoldingPnlData = {
 
 export type HoldingPnlControllerGetHoldingPnlResponse = HoldingPnlResponseDto;
 
-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 ApiKeysControllerCreateApiKeyResponse = unknown;
 
 export type AuthControllerAccessTokenLoginData = {
   requestBody: AnonymousLoginDto;
 };
 
-export type AuthControllerAccessTokenLoginResponse = unknown;
+export type AuthControllerAccessTokenLoginResponse = AnonymousLoginResponseDto;
 
 export type CacheControllerFlushCacheResponse = unknown;
 
@@ -7341,6 +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: {
@@ -7405,7 +7781,7 @@ export type $OpenApiTs = {
          */
         404: unknown;
         /**
-         * Account has transactions and cannot be deleted
+         * Account has active transactions and cannot be deleted
          */
         409: unknown;
       };
@@ -8382,425 +8758,497 @@ export type $OpenApiTs = {
   };
   '/api/v1/{region}/bean/expected-transactions/{id}/enter': {
     post: {
-      req: ExpectedTransactionControllerEnterNowData;
+      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;
+        /**
+         * Invalid date format
+         */
+        400: unknown;
+        /**
+         * User not authenticated
+         */
+        401: unknown;
+      };
+    };
+  };
+  '/api/v1/{region}/reporting/snapshots/backfill': {
+    post: {
+      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)
          */
-        201: unknown;
+        200: TransactionRuleResponseDto;
         /**
-         * Invalid Turnstile token (when Turnstile is enabled)
+         * Validation failed
          */
-        400: unknown;
+        400: ApiProblemResponseDto;
         /**
-         * User signup is disabled
+         * Unauthorized
          */
-        403: unknown;
+        401: ApiProblemResponseDto;
+        /**
+         * Resource conflict - another process is updating this rule
+         */
+        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;
       };
     };
   };
@@ -9347,7 +9795,7 @@ export type $OpenApiTs = {
         /**
          * List of platforms with user binding status
          */
-        200: unknown;
+        200: Array<PlatformListItemDto>;
       };
     };
   };
@@ -9356,9 +9804,9 @@ export type $OpenApiTs = {
       req: PlatformControllerMatchPlatformsData;
       res: {
         /**
-         * List of matching platforms with suggested segment names
+         * Matching platforms with overall match type and truncation flag
          */
-        200: unknown;
+        200: PlatformMatchResponseDto;
       };
     };
   };
@@ -9480,78 +9928,6 @@ export type $OpenApiTs = {
       };
     };
   };
-  '/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;
-        /**
-         * Invalid date format
-         */
-        400: unknown;
-        /**
-         * User not authenticated
-         */
-        401: unknown;
-      };
-    };
-  };
-  '/api/v1/{region}/reporting/snapshots/backfill': {
-    post: {
-      req: ReportingControllerBackfillSnapshotsData;
-      res: {
-        /**
-         * Backfill completed successfully
-         */
-        200: BackfillSnapshotsResponse;
-        /**
-         * Invalid date format or range
-         */
-        400: unknown;
-        /**
-         * User not authenticated
-         */
-        401: unknown;
-        /**
-         * Backfill already in progress for this user
-         */
-        409: unknown;
-      };
-    };
-  };
   '/api/v1/auth/api-keys': {
     post: {
       res: {
@@ -9573,7 +9949,7 @@ export type $OpenApiTs = {
         /**
          * Login successful
          */
-        200: unknown;
+        200: AnonymousLoginResponseDto;
         /**
          * Invalid access token
          */
@@ -9720,4 +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;
+      };
+    };
+  };
 };