@firela/api-types 0.0.0-canary.ab69e138 → 0.0.0-canary.ad70e5a
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/index.d.mts +2044 -1778
- package/dist/index.d.ts +2044 -1778
- package/dist/index.js +25 -0
- package/dist/index.mjs +25 -0
- package/package.json +1 -1
- package/src/generated/schemas.gen.ts +2385 -2079
- package/src/generated/services.gen.ts +1117 -1007
- package/src/generated/types.gen.ts +3313 -2442
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@@ -31,6 +31,8 @@ import type {
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31
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TransactionControllerListResponse,
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TransactionControllerCreateBatchData,
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TransactionControllerCreateBatchResponse,
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TransactionControllerBatchVoidData,
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35
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TransactionControllerBatchVoidResponse,
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TransactionControllerCorrectData,
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TransactionControllerCorrectResponse,
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TransactionControllerSuggestTagsData,
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@@ -57,6 +59,48 @@ import type {
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ReviewControllerUndoResponse,
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ReviewControllerBatchResolveData,
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ReviewControllerBatchResolveResponse,
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TransactionRuleControllerCreateData,
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TransactionRuleControllerCreateResponse,
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TransactionRuleControllerListData,
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TransactionRuleControllerListResponse,
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TransactionRuleControllerValidateData,
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TransactionRuleControllerValidateResponse,
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TransactionRuleControllerBulkCreateData,
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TransactionRuleControllerBulkCreateResponse,
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TransactionRuleControllerExportData,
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TransactionRuleControllerExportResponse,
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TransactionRuleControllerGetStatisticsData,
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TransactionRuleControllerGetStatisticsResponse,
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TransactionRuleControllerGetDetailData,
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TransactionRuleControllerGetDetailResponse,
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TransactionRuleControllerUpdateData,
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TransactionRuleControllerUpdateResponse,
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TransactionRuleControllerDeleteData,
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TransactionRuleControllerDeleteResponse,
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TransactionRuleControllerTestData,
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TransactionRuleControllerTestResponse,
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82
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UserControllerDeleteOwnUserData,
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UserControllerDeleteOwnUserResponse,
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UserControllerGetUserData,
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UserControllerGetUserResponse,
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86
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UserControllerSignupUserData,
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87
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UserControllerSignupUserResponse,
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UserControllerDeleteUserData,
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UserControllerDeleteUserResponse,
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90
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UserControllerGetUserInfoData,
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91
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UserControllerGetUserInfoResponse,
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UserControllerUpdateUserSettingData,
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UserControllerUpdateUserSettingResponse,
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UserControllerGetAllUserSettingsByPageData,
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UserControllerGetAllUserSettingsByPageResponse,
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UserControllerGetAssetLiabilitySummaryResponse,
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PropertyControllerGetAllResponse,
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PropertyControllerGetByKeyData,
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PropertyControllerGetByKeyResponse,
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PropertyControllerUpdateData,
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PropertyControllerUpdateResponse,
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PropertyControllerDeleteData,
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PropertyControllerDeleteResponse,
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PayeeControllerCreateData,
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PayeeControllerCreateResponse,
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PayeeControllerFindAllData,
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@@ -85,6 +129,7 @@ import type {
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PayeeProfileAdminControllerVerifyResponse,
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PayeeProfileAdminControllerUnverifyData,
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PayeeProfileAdminControllerUnverifyResponse,
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PayeeProfileControllerListActiveResponse,
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CommodityControllerCreateData,
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CommodityControllerCreateResponse,
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CommodityControllerFindAllData,
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@@ -119,28 +164,6 @@ import type {
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PriceControllerDeleteResponse,
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PriceControllerBulkCreateData,
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PriceControllerBulkCreateResponse,
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UserControllerDeleteOwnUserData,
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UserControllerDeleteOwnUserResponse,
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UserControllerGetUserData,
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UserControllerGetUserResponse,
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UserControllerSignupUserData,
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UserControllerSignupUserResponse,
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UserControllerDeleteUserData,
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UserControllerDeleteUserResponse,
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UserControllerGetUserInfoData,
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UserControllerGetUserInfoResponse,
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UserControllerUpdateUserSettingData,
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UserControllerUpdateUserSettingResponse,
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UserControllerGetAllUserSettingsByPageData,
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UserControllerGetAllUserSettingsByPageResponse,
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UserControllerGetAssetLiabilitySummaryResponse,
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PropertyControllerGetAllResponse,
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PropertyControllerGetByKeyData,
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PropertyControllerGetByKeyResponse,
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PropertyControllerUpdateData,
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PropertyControllerUpdateResponse,
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PropertyControllerDeleteData,
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PropertyControllerDeleteResponse,
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RecurringRuleControllerCreateData,
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RecurringRuleControllerCreateResponse,
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RecurringRuleControllerFindAllData,
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@@ -173,26 +196,6 @@ import type {
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ExpectedTransactionControllerEnterNowResponse,
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ForecastControllerGetForecastData,
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ForecastControllerGetForecastResponse,
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TransactionRuleControllerCreateData,
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TransactionRuleControllerCreateResponse,
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TransactionRuleControllerListData,
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TransactionRuleControllerListResponse,
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TransactionRuleControllerValidateData,
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TransactionRuleControllerValidateResponse,
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TransactionRuleControllerBulkCreateData,
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TransactionRuleControllerBulkCreateResponse,
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TransactionRuleControllerExportData,
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TransactionRuleControllerExportResponse,
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TransactionRuleControllerGetStatisticsData,
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TransactionRuleControllerGetStatisticsResponse,
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TransactionRuleControllerGetDetailData,
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TransactionRuleControllerGetDetailResponse,
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TransactionRuleControllerUpdateData,
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TransactionRuleControllerUpdateResponse,
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TransactionRuleControllerDeleteData,
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TransactionRuleControllerDeleteResponse,
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TransactionRuleControllerTestData,
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TransactionRuleControllerTestResponse,
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CategoryCatalogControllerListData,
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CategoryCatalogControllerListResponse,
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EventControllerCreateData,
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@@ -217,6 +220,7 @@ import type {
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ReconciliationControllerPadResponse,
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ReconciliationControllerHistoryData,
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ReconciliationControllerHistoryResponse,
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ExportControllerExportBeancountData,
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ExportControllerExportBeancountResponse,
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FileImportControllerImportFileData,
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FileImportControllerImportFileResponse,
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@@ -277,11 +281,15 @@ import type {
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DashboardControllerGetCashFlowResponse,
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DashboardControllerGetExpensesData,
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DashboardControllerGetExpensesResponse,
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DashboardControllerGetAdvisorContextData,
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DashboardControllerGetAdvisorContextResponse,
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HoldingPnlControllerGetHoldingPnlData,
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HoldingPnlControllerGetHoldingPnlResponse,
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ApiKeysControllerCreateApiKeyResponse,
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AuthControllerAccessTokenLoginData,
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AuthControllerAccessTokenLoginResponse,
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AuthControllerAdvisorTokenLoginData,
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AuthControllerAdvisorTokenLoginResponse,
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ParserContributionControllerCreateData,
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ParserContributionControllerCreateResponse,
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CacheControllerFlushCacheResponse,
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@@ -705,6 +713,34 @@ export class BeanTransactionsService {
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});
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}
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/**
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* Batch void transactions
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* Soft-deletes (VOIDED) a batch of the caller's ACTIVE transactions in one DB transaction. Voiding releases each row's importId dedup slot, so re-importing the same file after an undo batch-void imports every row again instead of skipping them as duplicates.
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* @param data The data for the request.
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* @param data.region Region code for tenant context
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* @param data.requestBody Batch void request (1-500 unique transaction IDs)
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* @returns BatchVoidResultDto Batch void result: count of rows voided plus ids not found / no longer ACTIVE
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* @throws ApiError
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*/
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public static transactionControllerBatchVoid(
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data: TransactionControllerBatchVoidData
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): CancelablePromise<TransactionControllerBatchVoidResponse> {
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return __request(OpenAPI, {
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method: 'POST',
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url: '/api/v1/{region}/bean/transactions/batch-void',
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path: {
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region: data.region
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},
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body: data.requestBody,
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mediaType: 'application/json',
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errors: {
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400: 'Validation failed (empty, over 500, duplicate or non-string ids)',
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401: 'Authentication required',
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403: 'Batch contains ids owned by another user — whole request rejected, nothing committed'
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}
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});
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}
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/**
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* Correct (supersede) a transaction
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* Atomically voids the original (SUPERSEDED) and creates a replacement through the full validation pipeline.
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@@ -1049,1816 +1085,1834 @@ export class BeanReviewsService {
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}
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}
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export class
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export class BeanTransactionRulesService {
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/**
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* Create a new
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* Creates a new
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* Create a new transaction rule (or upsert if upsertByPayee=true)
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* Creates a new rule. If upsertByPayee=true, updates existing rule matching payeeKeywords[0] instead of creating duplicate.
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* @param data The data for the request.
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* @param data.region Region code for tenant context
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* @param data.requestBody
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* @returns
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* @returns TransactionRuleResponseDto Rule updated successfully (upsert mode)
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* @throws ApiError
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*/
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public static
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data:
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): CancelablePromise<
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public static transactionRuleControllerCreate(
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data: TransactionRuleControllerCreateData
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): CancelablePromise<TransactionRuleControllerCreateResponse> {
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return __request(OpenAPI, {
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method: 'POST',
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url: '/api/v1/bean/
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url: '/api/v1/{region}/bean/transaction-rules',
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path: {
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region: data.region
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},
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body: data.requestBody,
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mediaType: 'application/json',
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errors: {
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400: '
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400: 'Validation failed',
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401: 'Unauthorized',
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409: 'Resource conflict - another process is updating this rule'
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}
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});
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}
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/**
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*
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* Returns all payee mappings for the authenticated user with optional filtering
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* Get all transaction rules for user
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* @param data The data for the request.
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* @param data.
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* @param data.
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* @param data.
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* @param data.
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* @param data.
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* @
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* @param data.region Region code for tenant context
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* @param data.limit Max results per page (default: 20, max: 100)
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* @param data.offset Pagination offset (default: 0)
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* @param data.enabled Filter by enabled status
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* @param data.learningSource Filter by learning source. Omit this parameter or pass empty string to get manually created rules (learningSource is null in database).
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* @param data.autoApplyEnabled Filter by auto-apply status
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* @returns TransactionRuleListResponseDto List of rules
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* @throws ApiError
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*/
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public static
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data:
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): CancelablePromise<
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public static transactionRuleControllerList(
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data: TransactionRuleControllerListData
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): CancelablePromise<TransactionRuleControllerListResponse> {
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return __request(OpenAPI, {
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method: 'GET',
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url: '/api/v1/bean/
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url: '/api/v1/{region}/bean/transaction-rules',
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path: {
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region: data.region
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},
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query: {
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limit: data.limit,
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offset: data.offset,
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enabled: data.enabled,
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learningSource: data.learningSource,
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autoApplyEnabled: data.autoApplyEnabled
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},
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errors: {
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401: 'Unauthorized'
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}
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});
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/**
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*
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* Returns active payee names matching the query, sorted by recent usage. Used for transaction input autocomplete.
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* Validate transaction rule configuration
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* @param data The data for the request.
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* @param data.
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* @param data.
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* @returns
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* @param data.region Region code for tenant context
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* @param data.requestBody
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* @returns ValidateRuleResponseDto Validation result
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* @throws ApiError
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*/
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public static
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data:
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): CancelablePromise<
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public static transactionRuleControllerValidate(
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data: TransactionRuleControllerValidateData
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): CancelablePromise<TransactionRuleControllerValidateResponse> {
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return __request(OpenAPI, {
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method: '
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url: '/api/v1/bean/
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method: 'POST',
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url: '/api/v1/{region}/bean/transaction-rules/validate',
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path: {
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region: data.region
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},
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body: data.requestBody,
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mediaType: 'application/json',
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errors: {
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400: 'Validation failed',
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401: 'Unauthorized'
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}
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}
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/**
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*
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* Returns the most frequently used payees, sorted by use count. Used for statistics and analytics.
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* Bulk create transaction rules
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* @param data The data for the request.
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* @param data.
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* @
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* @param data.region Region code for tenant context
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* @param data.requestBody
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* @returns BulkCreateRulesResponseDto Bulk create completed
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* @throws ApiError
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*/
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public static
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1135
|
-
data:
|
|
1136
|
-
): CancelablePromise<
|
|
1185
|
+
public static transactionRuleControllerBulkCreate(
|
|
1186
|
+
data: TransactionRuleControllerBulkCreateData
|
|
1187
|
+
): CancelablePromise<TransactionRuleControllerBulkCreateResponse> {
|
|
1137
1188
|
return __request(OpenAPI, {
|
|
1138
|
-
method: '
|
|
1139
|
-
url: '/api/v1/bean/
|
|
1140
|
-
|
|
1141
|
-
|
|
1189
|
+
method: 'POST',
|
|
1190
|
+
url: '/api/v1/{region}/bean/transaction-rules/bulk',
|
|
1191
|
+
path: {
|
|
1192
|
+
region: data.region
|
|
1193
|
+
},
|
|
1194
|
+
body: data.requestBody,
|
|
1195
|
+
mediaType: 'application/json',
|
|
1196
|
+
errors: {
|
|
1197
|
+
400: 'Invalid bulk create data',
|
|
1198
|
+
401: 'Unauthorized'
|
|
1142
1199
|
}
|
|
1143
1200
|
});
|
|
1144
1201
|
}
|
|
1145
1202
|
|
|
1146
1203
|
/**
|
|
1147
|
-
*
|
|
1148
|
-
* Returns a specific payee mapping by its UUID
|
|
1204
|
+
* Export transaction rules
|
|
1149
1205
|
* @param data The data for the request.
|
|
1150
|
-
* @param data.
|
|
1151
|
-
* @
|
|
1206
|
+
* @param data.format Export format (currently only JSON supported)
|
|
1207
|
+
* @param data.region Region code for tenant context
|
|
1208
|
+
* @returns ExportRulesResponseDto Exported rules
|
|
1152
1209
|
* @throws ApiError
|
|
1153
1210
|
*/
|
|
1154
|
-
public static
|
|
1155
|
-
data:
|
|
1156
|
-
): CancelablePromise<
|
|
1211
|
+
public static transactionRuleControllerExport(
|
|
1212
|
+
data: TransactionRuleControllerExportData
|
|
1213
|
+
): CancelablePromise<TransactionRuleControllerExportResponse> {
|
|
1157
1214
|
return __request(OpenAPI, {
|
|
1158
1215
|
method: 'GET',
|
|
1159
|
-
url: '/api/v1/bean/
|
|
1216
|
+
url: '/api/v1/{region}/bean/transaction-rules/export/{format}',
|
|
1160
1217
|
path: {
|
|
1161
|
-
|
|
1218
|
+
format: data.format,
|
|
1219
|
+
region: data.region
|
|
1162
1220
|
},
|
|
1163
1221
|
errors: {
|
|
1164
|
-
|
|
1165
|
-
|
|
1222
|
+
400: 'Unsupported format',
|
|
1223
|
+
401: 'Unauthorized'
|
|
1166
1224
|
}
|
|
1167
1225
|
});
|
|
1168
1226
|
}
|
|
1169
1227
|
|
|
1170
1228
|
/**
|
|
1171
|
-
*
|
|
1172
|
-
* Updates a payee mapping. The payee name cannot be changed after creation.
|
|
1229
|
+
* Get transaction rule statistics
|
|
1173
1230
|
* @param data The data for the request.
|
|
1174
|
-
* @param data.
|
|
1175
|
-
* @param data.
|
|
1176
|
-
* @returns
|
|
1177
|
-
* @throws ApiError
|
|
1178
|
-
*/
|
|
1179
|
-
public static
|
|
1180
|
-
data:
|
|
1181
|
-
): CancelablePromise<
|
|
1231
|
+
* @param data.period Statistics time period
|
|
1232
|
+
* @param data.region Region code for tenant context
|
|
1233
|
+
* @returns RuleStatisticsResponseDto Rule statistics
|
|
1234
|
+
* @throws ApiError
|
|
1235
|
+
*/
|
|
1236
|
+
public static transactionRuleControllerGetStatistics(
|
|
1237
|
+
data: TransactionRuleControllerGetStatisticsData
|
|
1238
|
+
): CancelablePromise<TransactionRuleControllerGetStatisticsResponse> {
|
|
1182
1239
|
return __request(OpenAPI, {
|
|
1183
|
-
method: '
|
|
1184
|
-
url: '/api/v1/bean/
|
|
1240
|
+
method: 'GET',
|
|
1241
|
+
url: '/api/v1/{region}/bean/transaction-rules/statistics/{period}',
|
|
1185
1242
|
path: {
|
|
1186
|
-
|
|
1243
|
+
period: data.period,
|
|
1244
|
+
region: data.region
|
|
1187
1245
|
},
|
|
1188
|
-
body: data.requestBody,
|
|
1189
|
-
mediaType: 'application/json',
|
|
1190
1246
|
errors: {
|
|
1191
|
-
|
|
1192
|
-
404: 'Payee not found'
|
|
1247
|
+
401: 'Unauthorized'
|
|
1193
1248
|
}
|
|
1194
1249
|
});
|
|
1195
1250
|
}
|
|
1196
1251
|
|
|
1197
1252
|
/**
|
|
1198
|
-
*
|
|
1199
|
-
* Soft deletes a payee by marking it as inactive. Inactive payees will not appear in autocomplete suggestions.
|
|
1253
|
+
* Get transaction rule detail
|
|
1200
1254
|
* @param data The data for the request.
|
|
1201
|
-
* @param data.
|
|
1202
|
-
* @
|
|
1255
|
+
* @param data.ruleId Rule ID
|
|
1256
|
+
* @param data.region Region code for tenant context
|
|
1257
|
+
* @returns TransactionRuleResponseDto Rule details
|
|
1203
1258
|
* @throws ApiError
|
|
1204
1259
|
*/
|
|
1205
|
-
public static
|
|
1206
|
-
data:
|
|
1207
|
-
): CancelablePromise<
|
|
1260
|
+
public static transactionRuleControllerGetDetail(
|
|
1261
|
+
data: TransactionRuleControllerGetDetailData
|
|
1262
|
+
): CancelablePromise<TransactionRuleControllerGetDetailResponse> {
|
|
1208
1263
|
return __request(OpenAPI, {
|
|
1209
|
-
method: '
|
|
1210
|
-
url: '/api/v1/bean/
|
|
1264
|
+
method: 'GET',
|
|
1265
|
+
url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
|
|
1211
1266
|
path: {
|
|
1212
|
-
|
|
1267
|
+
ruleId: data.ruleId,
|
|
1268
|
+
region: data.region
|
|
1213
1269
|
},
|
|
1214
1270
|
errors: {
|
|
1215
|
-
|
|
1271
|
+
401: 'Unauthorized',
|
|
1272
|
+
403: 'Forbidden - not owner of rule',
|
|
1273
|
+
404: 'Rule not found'
|
|
1216
1274
|
}
|
|
1217
1275
|
});
|
|
1218
1276
|
}
|
|
1219
|
-
}
|
|
1220
1277
|
|
|
1221
|
-
export class AdminPayeeProfilesService {
|
|
1222
1278
|
/**
|
|
1223
|
-
*
|
|
1224
|
-
* Creates a new global payee profile. The canonical name must be unique (case-insensitive).
|
|
1279
|
+
* Update a transaction rule
|
|
1225
1280
|
* @param data The data for the request.
|
|
1281
|
+
* @param data.ruleId Rule ID to update
|
|
1282
|
+
* @param data.region Region code for tenant context
|
|
1226
1283
|
* @param data.requestBody
|
|
1227
|
-
* @returns
|
|
1284
|
+
* @returns TransactionRuleResponseDto Rule updated successfully
|
|
1228
1285
|
* @throws ApiError
|
|
1229
1286
|
*/
|
|
1230
|
-
public static
|
|
1231
|
-
data:
|
|
1232
|
-
): CancelablePromise<
|
|
1287
|
+
public static transactionRuleControllerUpdate(
|
|
1288
|
+
data: TransactionRuleControllerUpdateData
|
|
1289
|
+
): CancelablePromise<TransactionRuleControllerUpdateResponse> {
|
|
1233
1290
|
return __request(OpenAPI, {
|
|
1234
|
-
method: '
|
|
1235
|
-
url: '/api/v1/
|
|
1291
|
+
method: 'PUT',
|
|
1292
|
+
url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
|
|
1293
|
+
path: {
|
|
1294
|
+
ruleId: data.ruleId,
|
|
1295
|
+
region: data.region
|
|
1296
|
+
},
|
|
1236
1297
|
body: data.requestBody,
|
|
1237
1298
|
mediaType: 'application/json',
|
|
1238
1299
|
errors: {
|
|
1239
1300
|
400: 'Validation failed',
|
|
1240
|
-
|
|
1241
|
-
|
|
1301
|
+
401: 'Unauthorized',
|
|
1302
|
+
403: 'Forbidden - not owner of rule',
|
|
1303
|
+
404: 'Rule not found',
|
|
1304
|
+
409: 'Resource conflict - rule is being modified by another process'
|
|
1242
1305
|
}
|
|
1243
1306
|
});
|
|
1244
1307
|
}
|
|
1245
1308
|
|
|
1246
1309
|
/**
|
|
1247
|
-
*
|
|
1248
|
-
* Returns all payee profiles with optional filtering by category, country, verification status, etc.
|
|
1310
|
+
* Delete a transaction rule
|
|
1249
1311
|
* @param data The data for the request.
|
|
1250
|
-
* @param data.
|
|
1251
|
-
* @param data.
|
|
1252
|
-
* @
|
|
1253
|
-
* @param data.isActive Filter by active status (default: true - show only active)
|
|
1254
|
-
* @param data.verified Filter by verification status. true = verified only, false = unverified only
|
|
1255
|
-
* @param data.dataSource Filter by data source
|
|
1256
|
-
* @returns PayeeProfileListResponseDto Payee profiles retrieved successfully
|
|
1312
|
+
* @param data.ruleId Rule ID to delete
|
|
1313
|
+
* @param data.region Region code for tenant context
|
|
1314
|
+
* @returns void Rule deleted successfully
|
|
1257
1315
|
* @throws ApiError
|
|
1258
1316
|
*/
|
|
1259
|
-
public static
|
|
1260
|
-
data:
|
|
1261
|
-
): CancelablePromise<
|
|
1317
|
+
public static transactionRuleControllerDelete(
|
|
1318
|
+
data: TransactionRuleControllerDeleteData
|
|
1319
|
+
): CancelablePromise<TransactionRuleControllerDeleteResponse> {
|
|
1262
1320
|
return __request(OpenAPI, {
|
|
1263
|
-
method: '
|
|
1264
|
-
url: '/api/v1/
|
|
1265
|
-
|
|
1266
|
-
|
|
1267
|
-
|
|
1268
|
-
country: data.country,
|
|
1269
|
-
isActive: data.isActive,
|
|
1270
|
-
verified: data.verified,
|
|
1271
|
-
dataSource: data.dataSource
|
|
1321
|
+
method: 'DELETE',
|
|
1322
|
+
url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
|
|
1323
|
+
path: {
|
|
1324
|
+
ruleId: data.ruleId,
|
|
1325
|
+
region: data.region
|
|
1272
1326
|
},
|
|
1273
1327
|
errors: {
|
|
1274
|
-
|
|
1328
|
+
401: 'Unauthorized',
|
|
1329
|
+
403: 'Forbidden - not owner of rule',
|
|
1330
|
+
404: 'Rule not found',
|
|
1331
|
+
409: 'Resource conflict - rule is being modified by another process'
|
|
1275
1332
|
}
|
|
1276
1333
|
});
|
|
1277
1334
|
}
|
|
1278
1335
|
|
|
1279
1336
|
/**
|
|
1280
|
-
*
|
|
1281
|
-
* Returns a single payee profile by its ID.
|
|
1337
|
+
* Test rule matching
|
|
1282
1338
|
* @param data The data for the request.
|
|
1283
|
-
* @param data.
|
|
1284
|
-
* @
|
|
1339
|
+
* @param data.ruleId Rule ID to test
|
|
1340
|
+
* @param data.region Region code for tenant context
|
|
1341
|
+
* @param data.requestBody
|
|
1342
|
+
* @returns TestRuleResponseDto Test result
|
|
1285
1343
|
* @throws ApiError
|
|
1286
1344
|
*/
|
|
1287
|
-
public static
|
|
1288
|
-
data:
|
|
1289
|
-
): CancelablePromise<
|
|
1345
|
+
public static transactionRuleControllerTest(
|
|
1346
|
+
data: TransactionRuleControllerTestData
|
|
1347
|
+
): CancelablePromise<TransactionRuleControllerTestResponse> {
|
|
1290
1348
|
return __request(OpenAPI, {
|
|
1291
|
-
method: '
|
|
1292
|
-
url: '/api/v1/
|
|
1349
|
+
method: 'POST',
|
|
1350
|
+
url: '/api/v1/{region}/bean/transaction-rules/{ruleId}/test',
|
|
1293
1351
|
path: {
|
|
1294
|
-
|
|
1352
|
+
ruleId: data.ruleId,
|
|
1353
|
+
region: data.region
|
|
1295
1354
|
},
|
|
1355
|
+
body: data.requestBody,
|
|
1356
|
+
mediaType: 'application/json',
|
|
1296
1357
|
errors: {
|
|
1297
|
-
|
|
1298
|
-
|
|
1358
|
+
401: 'Unauthorized',
|
|
1359
|
+
403: 'Forbidden - not owner of rule',
|
|
1360
|
+
404: 'Rule not found'
|
|
1299
1361
|
}
|
|
1300
1362
|
});
|
|
1301
1363
|
}
|
|
1364
|
+
}
|
|
1302
1365
|
|
|
1366
|
+
export class UsersService {
|
|
1303
1367
|
/**
|
|
1304
|
-
*
|
|
1305
|
-
* Updates an existing payee profile. The canonical name cannot be changed.
|
|
1368
|
+
* Delete own user account
|
|
1306
1369
|
* @param data The data for the request.
|
|
1307
|
-
* @param data.id Payee profile ID (UUID)
|
|
1308
1370
|
* @param data.requestBody
|
|
1309
|
-
* @returns
|
|
1371
|
+
* @returns void User deleted successfully
|
|
1310
1372
|
* @throws ApiError
|
|
1311
1373
|
*/
|
|
1312
|
-
public static
|
|
1313
|
-
data:
|
|
1314
|
-
): CancelablePromise<
|
|
1374
|
+
public static userControllerDeleteOwnUser(
|
|
1375
|
+
data: UserControllerDeleteOwnUserData
|
|
1376
|
+
): CancelablePromise<UserControllerDeleteOwnUserResponse> {
|
|
1315
1377
|
return __request(OpenAPI, {
|
|
1316
|
-
method: '
|
|
1317
|
-
url: '/api/v1/
|
|
1318
|
-
path: {
|
|
1319
|
-
id: data.id
|
|
1320
|
-
},
|
|
1378
|
+
method: 'DELETE',
|
|
1379
|
+
url: '/api/v1/users',
|
|
1321
1380
|
body: data.requestBody,
|
|
1322
1381
|
mediaType: 'application/json',
|
|
1323
1382
|
errors: {
|
|
1324
|
-
403: '
|
|
1325
|
-
404: 'Payee profile not found'
|
|
1383
|
+
403: 'Invalid access token'
|
|
1326
1384
|
}
|
|
1327
1385
|
});
|
|
1328
1386
|
}
|
|
1329
1387
|
|
|
1330
1388
|
/**
|
|
1331
|
-
*
|
|
1332
|
-
* Marks a payee profile as inactive (soft delete). The profile cannot be deleted if it is referenced by user payees.
|
|
1389
|
+
* Get current authenticated user
|
|
1333
1390
|
* @param data The data for the request.
|
|
1334
|
-
* @param data.
|
|
1335
|
-
* @returns
|
|
1391
|
+
* @param data.acceptLanguage
|
|
1392
|
+
* @returns UserResponseDto User retrieved successfully
|
|
1336
1393
|
* @throws ApiError
|
|
1337
1394
|
*/
|
|
1338
|
-
public static
|
|
1339
|
-
data:
|
|
1340
|
-
): CancelablePromise<
|
|
1395
|
+
public static userControllerGetUser(
|
|
1396
|
+
data: UserControllerGetUserData
|
|
1397
|
+
): CancelablePromise<UserControllerGetUserResponse> {
|
|
1341
1398
|
return __request(OpenAPI, {
|
|
1342
|
-
method: '
|
|
1343
|
-
url: '/api/v1/
|
|
1344
|
-
|
|
1345
|
-
|
|
1346
|
-
},
|
|
1347
|
-
errors: {
|
|
1348
|
-
403: 'Admin access required',
|
|
1349
|
-
404: 'Payee profile not found',
|
|
1350
|
-
409: 'Payee profile is in use and cannot be deleted'
|
|
1399
|
+
method: 'GET',
|
|
1400
|
+
url: '/api/v1/users',
|
|
1401
|
+
headers: {
|
|
1402
|
+
'accept-language': data.acceptLanguage
|
|
1351
1403
|
}
|
|
1352
1404
|
});
|
|
1353
1405
|
}
|
|
1354
1406
|
|
|
1355
1407
|
/**
|
|
1356
|
-
*
|
|
1357
|
-
*
|
|
1408
|
+
* Sign up new user
|
|
1409
|
+
* Create a new account with auto-generated access token. Protected by Cloudflare Turnstile to prevent automated signup (when enabled).
|
|
1358
1410
|
* @param data The data for the request.
|
|
1359
|
-
* @param data.
|
|
1360
|
-
* @returns
|
|
1411
|
+
* @param data.requestBody
|
|
1412
|
+
* @returns SignupResponseDto User created successfully
|
|
1361
1413
|
* @throws ApiError
|
|
1362
1414
|
*/
|
|
1363
|
-
public static
|
|
1364
|
-
data:
|
|
1365
|
-
): CancelablePromise<
|
|
1415
|
+
public static userControllerSignupUser(
|
|
1416
|
+
data: UserControllerSignupUserData
|
|
1417
|
+
): CancelablePromise<UserControllerSignupUserResponse> {
|
|
1366
1418
|
return __request(OpenAPI, {
|
|
1367
1419
|
method: 'POST',
|
|
1368
|
-
url: '/api/v1/
|
|
1369
|
-
|
|
1370
|
-
|
|
1371
|
-
},
|
|
1420
|
+
url: '/api/v1/users',
|
|
1421
|
+
body: data.requestBody,
|
|
1422
|
+
mediaType: 'application/json',
|
|
1372
1423
|
errors: {
|
|
1373
|
-
|
|
1374
|
-
|
|
1424
|
+
400: 'Invalid Turnstile token (when Turnstile is enabled)',
|
|
1425
|
+
403: 'User signup is disabled'
|
|
1375
1426
|
}
|
|
1376
1427
|
});
|
|
1377
1428
|
}
|
|
1378
1429
|
|
|
1379
1430
|
/**
|
|
1380
|
-
*
|
|
1381
|
-
* Removes verification status by setting verifiedAt to null.
|
|
1431
|
+
* Delete user by ID (admin only)
|
|
1382
1432
|
* @param data The data for the request.
|
|
1383
|
-
* @param data.id
|
|
1384
|
-
* @returns void
|
|
1433
|
+
* @param data.id User ID to delete
|
|
1434
|
+
* @returns void User deleted successfully
|
|
1385
1435
|
* @throws ApiError
|
|
1386
1436
|
*/
|
|
1387
|
-
public static
|
|
1388
|
-
data:
|
|
1389
|
-
): CancelablePromise<
|
|
1437
|
+
public static userControllerDeleteUser(
|
|
1438
|
+
data: UserControllerDeleteUserData
|
|
1439
|
+
): CancelablePromise<UserControllerDeleteUserResponse> {
|
|
1390
1440
|
return __request(OpenAPI, {
|
|
1391
1441
|
method: 'DELETE',
|
|
1392
|
-
url: '/api/v1/
|
|
1442
|
+
url: '/api/v1/users/{id}',
|
|
1393
1443
|
path: {
|
|
1394
1444
|
id: data.id
|
|
1395
1445
|
},
|
|
1396
1446
|
errors: {
|
|
1397
|
-
403: '
|
|
1398
|
-
404: 'Payee profile not found'
|
|
1447
|
+
403: 'Cannot delete own account or insufficient permissions'
|
|
1399
1448
|
}
|
|
1400
1449
|
});
|
|
1401
1450
|
}
|
|
1402
|
-
}
|
|
1403
1451
|
|
|
1404
|
-
export class BeanCommoditiesService {
|
|
1405
1452
|
/**
|
|
1406
|
-
*
|
|
1407
|
-
* Creates a new commodity definition for the authenticated user
|
|
1453
|
+
* Get user info by user ID
|
|
1408
1454
|
* @param data The data for the request.
|
|
1409
|
-
* @param data.
|
|
1410
|
-
* @
|
|
1411
|
-
* @returns CommodityResponseDto Commodity created successfully
|
|
1455
|
+
* @param data.id User ID
|
|
1456
|
+
* @returns unknown User info retrieved successfully
|
|
1412
1457
|
* @throws ApiError
|
|
1413
1458
|
*/
|
|
1414
|
-
public static
|
|
1415
|
-
data:
|
|
1416
|
-
): CancelablePromise<
|
|
1417
|
-
return __request(OpenAPI, {
|
|
1418
|
-
method: 'POST',
|
|
1419
|
-
url: '/api/v1/{region}/bean/commodities',
|
|
1420
|
-
path: {
|
|
1421
|
-
region: data.region
|
|
1422
|
-
},
|
|
1423
|
-
body: data.requestBody,
|
|
1424
|
-
mediaType: 'application/json',
|
|
1425
|
-
errors: {
|
|
1426
|
-
400: 'Invalid input data',
|
|
1427
|
-
409: 'Commodity already exists'
|
|
1428
|
-
}
|
|
1429
|
-
});
|
|
1430
|
-
}
|
|
1431
|
-
|
|
1432
|
-
/**
|
|
1433
|
-
* List user commodities
|
|
1434
|
-
* Returns all commodity definitions for the authenticated user with optional filtering
|
|
1435
|
-
* @param data The data for the request.
|
|
1436
|
-
* @param data.region Region code for tenant context
|
|
1437
|
-
* @param data.search Search term for symbol or metadata fields (partial match). Searches symbol and metadata.name.
|
|
1438
|
-
* @param data.symbol Filter by exact symbol match
|
|
1439
|
-
* @returns CommodityListResponseDto Commodities retrieved successfully
|
|
1440
|
-
* @throws ApiError
|
|
1441
|
-
*/
|
|
1442
|
-
public static commodityControllerFindAll(
|
|
1443
|
-
data: CommodityControllerFindAllData
|
|
1444
|
-
): CancelablePromise<CommodityControllerFindAllResponse> {
|
|
1459
|
+
public static userControllerGetUserInfo(
|
|
1460
|
+
data: UserControllerGetUserInfoData
|
|
1461
|
+
): CancelablePromise<UserControllerGetUserInfoResponse> {
|
|
1445
1462
|
return __request(OpenAPI, {
|
|
1446
1463
|
method: 'GET',
|
|
1447
|
-
url: '/api/v1/{
|
|
1448
|
-
path: {
|
|
1449
|
-
region: data.region
|
|
1450
|
-
},
|
|
1451
|
-
query: {
|
|
1452
|
-
search: data.search,
|
|
1453
|
-
symbol: data.symbol
|
|
1454
|
-
}
|
|
1455
|
-
});
|
|
1456
|
-
}
|
|
1457
|
-
|
|
1458
|
-
/**
|
|
1459
|
-
* Get commodity by symbol
|
|
1460
|
-
* Returns a specific commodity definition by its symbol
|
|
1461
|
-
* @param data The data for the request.
|
|
1462
|
-
* @param data.symbol Commodity symbol
|
|
1463
|
-
* @param data.region Region code for tenant context
|
|
1464
|
-
* @returns CommodityResponseDto Commodity retrieved successfully
|
|
1465
|
-
* @throws ApiError
|
|
1466
|
-
*/
|
|
1467
|
-
public static commodityControllerFindOne(
|
|
1468
|
-
data: CommodityControllerFindOneData
|
|
1469
|
-
): CancelablePromise<CommodityControllerFindOneResponse> {
|
|
1470
|
-
return __request(OpenAPI, {
|
|
1471
|
-
method: 'GET',
|
|
1472
|
-
url: '/api/v1/{region}/bean/commodities/{symbol}',
|
|
1464
|
+
url: '/api/v1/users/{id}/info',
|
|
1473
1465
|
path: {
|
|
1474
|
-
|
|
1475
|
-
region: data.region
|
|
1466
|
+
id: data.id
|
|
1476
1467
|
},
|
|
1477
1468
|
errors: {
|
|
1478
|
-
|
|
1469
|
+
403: 'Cannot access other user info without admin permission'
|
|
1479
1470
|
}
|
|
1480
1471
|
});
|
|
1481
1472
|
}
|
|
1482
1473
|
|
|
1483
1474
|
/**
|
|
1484
|
-
* Update
|
|
1485
|
-
* Updates an existing commodity definition. Symbol cannot be changed.
|
|
1475
|
+
* Update user settings
|
|
1486
1476
|
* @param data The data for the request.
|
|
1487
|
-
* @param data.symbol Commodity symbol
|
|
1488
|
-
* @param data.region Region code for tenant context
|
|
1489
1477
|
* @param data.requestBody
|
|
1490
|
-
* @returns
|
|
1478
|
+
* @returns unknown Settings updated successfully
|
|
1491
1479
|
* @throws ApiError
|
|
1492
1480
|
*/
|
|
1493
|
-
public static
|
|
1494
|
-
data:
|
|
1495
|
-
): CancelablePromise<
|
|
1481
|
+
public static userControllerUpdateUserSetting(
|
|
1482
|
+
data: UserControllerUpdateUserSettingData
|
|
1483
|
+
): CancelablePromise<UserControllerUpdateUserSettingResponse> {
|
|
1496
1484
|
return __request(OpenAPI, {
|
|
1497
1485
|
method: 'PUT',
|
|
1498
|
-
url: '/api/v1/
|
|
1499
|
-
path: {
|
|
1500
|
-
symbol: data.symbol,
|
|
1501
|
-
region: data.region
|
|
1502
|
-
},
|
|
1486
|
+
url: '/api/v1/users/setting',
|
|
1503
1487
|
body: data.requestBody,
|
|
1504
1488
|
mediaType: 'application/json',
|
|
1505
1489
|
errors: {
|
|
1506
|
-
|
|
1507
|
-
404: 'Commodity not found'
|
|
1508
|
-
}
|
|
1509
|
-
});
|
|
1510
|
-
}
|
|
1511
|
-
|
|
1512
|
-
/**
|
|
1513
|
-
* Delete commodity
|
|
1514
|
-
* Deletes a commodity definition
|
|
1515
|
-
* @param data The data for the request.
|
|
1516
|
-
* @param data.symbol Commodity symbol
|
|
1517
|
-
* @param data.region Region code for tenant context
|
|
1518
|
-
* @returns void Commodity deleted successfully
|
|
1519
|
-
* @throws ApiError
|
|
1520
|
-
*/
|
|
1521
|
-
public static commodityControllerDelete(
|
|
1522
|
-
data: CommodityControllerDeleteData
|
|
1523
|
-
): CancelablePromise<CommodityControllerDeleteResponse> {
|
|
1524
|
-
return __request(OpenAPI, {
|
|
1525
|
-
method: 'DELETE',
|
|
1526
|
-
url: '/api/v1/{region}/bean/commodities/{symbol}',
|
|
1527
|
-
path: {
|
|
1528
|
-
symbol: data.symbol,
|
|
1529
|
-
region: data.region
|
|
1530
|
-
},
|
|
1531
|
-
errors: {
|
|
1532
|
-
404: 'Commodity not found'
|
|
1490
|
+
403: 'Insufficient permissions'
|
|
1533
1491
|
}
|
|
1534
1492
|
});
|
|
1535
1493
|
}
|
|
1536
1494
|
|
|
1537
1495
|
/**
|
|
1538
|
-
*
|
|
1539
|
-
* Gets existing commodity or creates it with automatic initialization from OpenBB
|
|
1496
|
+
* Get all user settings paginated (admin only)
|
|
1540
1497
|
* @param data The data for the request.
|
|
1541
|
-
* @param data.
|
|
1542
|
-
* @param data.
|
|
1543
|
-
* @returns
|
|
1498
|
+
* @param data.pageNo Page number
|
|
1499
|
+
* @param data.pageSize Page size
|
|
1500
|
+
* @returns unknown Settings list retrieved successfully
|
|
1544
1501
|
* @throws ApiError
|
|
1545
1502
|
*/
|
|
1546
|
-
public static
|
|
1547
|
-
data:
|
|
1548
|
-
): CancelablePromise<
|
|
1503
|
+
public static userControllerGetAllUserSettingsByPage(
|
|
1504
|
+
data: UserControllerGetAllUserSettingsByPageData
|
|
1505
|
+
): CancelablePromise<UserControllerGetAllUserSettingsByPageResponse> {
|
|
1549
1506
|
return __request(OpenAPI, {
|
|
1550
|
-
method: '
|
|
1551
|
-
url: '/api/v1/
|
|
1552
|
-
|
|
1553
|
-
|
|
1554
|
-
|
|
1507
|
+
method: 'GET',
|
|
1508
|
+
url: '/api/v1/users/settings-by-page',
|
|
1509
|
+
query: {
|
|
1510
|
+
pageNo: data.pageNo,
|
|
1511
|
+
pageSize: data.pageSize
|
|
1555
1512
|
}
|
|
1556
1513
|
});
|
|
1557
1514
|
}
|
|
1558
1515
|
|
|
1559
1516
|
/**
|
|
1560
|
-
*
|
|
1561
|
-
*
|
|
1562
|
-
* @param data The data for the request.
|
|
1563
|
-
* @param data.region Region code for tenant context
|
|
1564
|
-
* @returns CommodityResponseDto Commodities created successfully
|
|
1517
|
+
* Get asset and liability summary for current user
|
|
1518
|
+
* @returns unknown Summary retrieved successfully
|
|
1565
1519
|
* @throws ApiError
|
|
1566
1520
|
*/
|
|
1567
|
-
public static
|
|
1568
|
-
data: CommodityControllerBulkCreateData
|
|
1569
|
-
): CancelablePromise<CommodityControllerBulkCreateResponse> {
|
|
1521
|
+
public static userControllerGetAssetLiabilitySummary(): CancelablePromise<UserControllerGetAssetLiabilitySummaryResponse> {
|
|
1570
1522
|
return __request(OpenAPI, {
|
|
1571
|
-
method: '
|
|
1572
|
-
url: '/api/v1/
|
|
1573
|
-
path: {
|
|
1574
|
-
region: data.region
|
|
1575
|
-
}
|
|
1523
|
+
method: 'GET',
|
|
1524
|
+
url: '/api/v1/users/asset-liability-summary'
|
|
1576
1525
|
});
|
|
1577
1526
|
}
|
|
1578
1527
|
}
|
|
1579
1528
|
|
|
1580
|
-
export class
|
|
1529
|
+
export class PropertiesService {
|
|
1581
1530
|
/**
|
|
1582
|
-
* Get
|
|
1583
|
-
*
|
|
1584
|
-
* Returns time series data of portfolio net worth.
|
|
1585
|
-
*
|
|
1586
|
-
* **Multi-currency Support:**
|
|
1587
|
-
* - `series[].byCurrency` - Currency breakdown for each data point
|
|
1588
|
-
* - `byCurrency` - Separate time series grouped by currency
|
|
1589
|
-
* - `warnings` - Exchange rate warnings if conversion failed
|
|
1590
|
-
*
|
|
1591
|
-
* **Parameters:**
|
|
1592
|
-
* - `period`: Time period (1m, 3m, 6m, 1y)
|
|
1593
|
-
* - `granularity`: Data granularity (day, week, month)
|
|
1594
|
-
*
|
|
1595
|
-
* @param data The data for the request.
|
|
1596
|
-
* @param data.region Region code for tenant context
|
|
1597
|
-
* @param data.period Time period
|
|
1598
|
-
* @param data.granularity Data granularity
|
|
1599
|
-
* @returns PortfolioTrendsResponseDto Trends retrieved successfully
|
|
1531
|
+
* Get all system properties
|
|
1532
|
+
* @returns unknown Properties retrieved successfully
|
|
1600
1533
|
* @throws ApiError
|
|
1601
1534
|
*/
|
|
1602
|
-
public static
|
|
1603
|
-
data: ReportingControllerGetPortfolioTrendsData
|
|
1604
|
-
): CancelablePromise<ReportingControllerGetPortfolioTrendsResponse> {
|
|
1535
|
+
public static propertyControllerGetAll(): CancelablePromise<PropertyControllerGetAllResponse> {
|
|
1605
1536
|
return __request(OpenAPI, {
|
|
1606
1537
|
method: 'GET',
|
|
1607
|
-
url: '/api/v1/
|
|
1608
|
-
path: {
|
|
1609
|
-
region: data.region
|
|
1610
|
-
},
|
|
1611
|
-
query: {
|
|
1612
|
-
period: data.period,
|
|
1613
|
-
granularity: data.granularity
|
|
1614
|
-
},
|
|
1538
|
+
url: '/api/v1/admin/properties',
|
|
1615
1539
|
errors: {
|
|
1616
|
-
401: '
|
|
1540
|
+
401: 'Unauthorized',
|
|
1541
|
+
403: 'Forbidden - insufficient permissions'
|
|
1617
1542
|
}
|
|
1618
1543
|
});
|
|
1619
1544
|
}
|
|
1620
1545
|
|
|
1621
1546
|
/**
|
|
1622
|
-
* Get
|
|
1623
|
-
*
|
|
1624
|
-
* Monthly income / expense / netSavings over a fixed N-month window
|
|
1625
|
-
* (current month + N−1 prior). Missing months are zero-filled (flow metric).
|
|
1626
|
-
*
|
|
1627
|
-
* **Parameters:**
|
|
1628
|
-
* - `period`: 1m | 3m | 6m | 1y (default 6m)
|
|
1629
|
-
* - `granularity`: accepted for API symmetry; v1 returns month buckets
|
|
1630
|
-
*
|
|
1547
|
+
* Get property by key
|
|
1631
1548
|
* @param data The data for the request.
|
|
1632
|
-
* @param data.
|
|
1633
|
-
* @
|
|
1634
|
-
* @param data.granularity Data granularity (accepted for API symmetry; v1 returns month buckets)
|
|
1635
|
-
* @returns CashFlowTrendsResponseDto Cash-flow trends retrieved successfully
|
|
1549
|
+
* @param data.key Property key
|
|
1550
|
+
* @returns unknown Property retrieved successfully
|
|
1636
1551
|
* @throws ApiError
|
|
1637
1552
|
*/
|
|
1638
|
-
public static
|
|
1639
|
-
data:
|
|
1640
|
-
): CancelablePromise<
|
|
1553
|
+
public static propertyControllerGetByKey(
|
|
1554
|
+
data: PropertyControllerGetByKeyData
|
|
1555
|
+
): CancelablePromise<PropertyControllerGetByKeyResponse> {
|
|
1641
1556
|
return __request(OpenAPI, {
|
|
1642
1557
|
method: 'GET',
|
|
1643
|
-
url: '/api/v1/{
|
|
1558
|
+
url: '/api/v1/admin/properties/{key}',
|
|
1644
1559
|
path: {
|
|
1645
|
-
|
|
1646
|
-
},
|
|
1647
|
-
query: {
|
|
1648
|
-
period: data.period,
|
|
1649
|
-
granularity: data.granularity
|
|
1560
|
+
key: data.key
|
|
1650
1561
|
},
|
|
1651
1562
|
errors: {
|
|
1652
|
-
401: '
|
|
1563
|
+
401: 'Unauthorized',
|
|
1564
|
+
403: 'Forbidden - insufficient permissions',
|
|
1565
|
+
404: 'Property not found'
|
|
1653
1566
|
}
|
|
1654
1567
|
});
|
|
1655
1568
|
}
|
|
1656
1569
|
|
|
1657
1570
|
/**
|
|
1658
|
-
*
|
|
1659
|
-
*
|
|
1660
|
-
* Manually generate a portfolio snapshot for a specific date.
|
|
1661
|
-
*
|
|
1662
|
-
* **Multi-currency Support:**
|
|
1663
|
-
* - Fetches balances grouped by currency
|
|
1664
|
-
* - Uses user's baseCurrency setting for conversion
|
|
1665
|
-
* - Stores exchange rates and warnings
|
|
1666
|
-
*
|
|
1667
|
-
* **Use Cases:**
|
|
1668
|
-
* - Testing snapshot generation
|
|
1669
|
-
* - Force regeneration after data correction
|
|
1670
|
-
* - Initial setup for new users
|
|
1671
|
-
*
|
|
1571
|
+
* Update a system property
|
|
1672
1572
|
* @param data The data for the request.
|
|
1673
|
-
* @param data.
|
|
1674
|
-
* @param data.requestBody
|
|
1675
|
-
* @returns
|
|
1573
|
+
* @param data.key Property key
|
|
1574
|
+
* @param data.requestBody
|
|
1575
|
+
* @returns unknown Property updated successfully
|
|
1676
1576
|
* @throws ApiError
|
|
1677
1577
|
*/
|
|
1678
|
-
public static
|
|
1679
|
-
data:
|
|
1680
|
-
): CancelablePromise<
|
|
1578
|
+
public static propertyControllerUpdate(
|
|
1579
|
+
data: PropertyControllerUpdateData
|
|
1580
|
+
): CancelablePromise<PropertyControllerUpdateResponse> {
|
|
1681
1581
|
return __request(OpenAPI, {
|
|
1682
|
-
method: '
|
|
1683
|
-
url: '/api/v1/{
|
|
1582
|
+
method: 'PUT',
|
|
1583
|
+
url: '/api/v1/admin/properties/{key}',
|
|
1684
1584
|
path: {
|
|
1685
|
-
|
|
1585
|
+
key: data.key
|
|
1686
1586
|
},
|
|
1687
1587
|
body: data.requestBody,
|
|
1688
1588
|
mediaType: 'application/json',
|
|
1689
1589
|
errors: {
|
|
1690
|
-
|
|
1691
|
-
|
|
1590
|
+
401: 'Unauthorized',
|
|
1591
|
+
403: 'Forbidden - insufficient permissions'
|
|
1692
1592
|
}
|
|
1693
1593
|
});
|
|
1694
1594
|
}
|
|
1695
1595
|
|
|
1696
1596
|
/**
|
|
1697
|
-
*
|
|
1698
|
-
*
|
|
1699
|
-
* Generate snapshots for a date range (historical data backfill).
|
|
1700
|
-
*
|
|
1701
|
-
* **Multi-currency Support:**
|
|
1702
|
-
* - Each snapshot includes multi-currency data
|
|
1703
|
-
* - Uses exchange rates available at generation time
|
|
1704
|
-
* - Warnings stored for missing exchange rates
|
|
1705
|
-
*
|
|
1706
|
-
* **Best Practices:**
|
|
1707
|
-
* - Use for initial setup after account configuration
|
|
1708
|
-
* - Run during low-traffic periods for large date ranges
|
|
1709
|
-
* - Existing snapshots are skipped (not regenerated)
|
|
1710
|
-
*
|
|
1597
|
+
* Delete a system property
|
|
1711
1598
|
* @param data The data for the request.
|
|
1712
|
-
* @param data.
|
|
1713
|
-
* @
|
|
1714
|
-
* @returns BackfillSnapshotsResponse Backfill completed successfully
|
|
1599
|
+
* @param data.key Property key
|
|
1600
|
+
* @returns void Property deleted successfully
|
|
1715
1601
|
* @throws ApiError
|
|
1716
1602
|
*/
|
|
1717
|
-
public static
|
|
1718
|
-
data:
|
|
1719
|
-
): CancelablePromise<
|
|
1603
|
+
public static propertyControllerDelete(
|
|
1604
|
+
data: PropertyControllerDeleteData
|
|
1605
|
+
): CancelablePromise<PropertyControllerDeleteResponse> {
|
|
1720
1606
|
return __request(OpenAPI, {
|
|
1721
|
-
method: '
|
|
1722
|
-
url: '/api/v1/{
|
|
1607
|
+
method: 'DELETE',
|
|
1608
|
+
url: '/api/v1/admin/properties/{key}',
|
|
1723
1609
|
path: {
|
|
1724
|
-
|
|
1610
|
+
key: data.key
|
|
1725
1611
|
},
|
|
1726
|
-
body: data.requestBody,
|
|
1727
|
-
mediaType: 'application/json',
|
|
1728
1612
|
errors: {
|
|
1729
|
-
|
|
1730
|
-
|
|
1731
|
-
|
|
1613
|
+
401: 'Unauthorized',
|
|
1614
|
+
403: 'Forbidden - insufficient permissions',
|
|
1615
|
+
404: 'Property not found'
|
|
1732
1616
|
}
|
|
1733
1617
|
});
|
|
1734
1618
|
}
|
|
1735
1619
|
}
|
|
1736
1620
|
|
|
1737
|
-
export class
|
|
1621
|
+
export class BeanPayeesService {
|
|
1738
1622
|
/**
|
|
1739
|
-
* Create a new
|
|
1740
|
-
* Creates a new
|
|
1623
|
+
* Create a new payee
|
|
1624
|
+
* Creates a new payee mapping for the authenticated user. The payee name must be unique within the user's account.
|
|
1741
1625
|
* @param data The data for the request.
|
|
1742
|
-
* @param data.region Region code for tenant context
|
|
1743
1626
|
* @param data.requestBody
|
|
1744
|
-
* @returns
|
|
1627
|
+
* @returns PayeeResponseDto Payee created successfully
|
|
1745
1628
|
* @throws ApiError
|
|
1746
1629
|
*/
|
|
1747
|
-
public static
|
|
1748
|
-
data:
|
|
1749
|
-
): CancelablePromise<
|
|
1630
|
+
public static payeeControllerCreate(
|
|
1631
|
+
data: PayeeControllerCreateData
|
|
1632
|
+
): CancelablePromise<PayeeControllerCreateResponse> {
|
|
1750
1633
|
return __request(OpenAPI, {
|
|
1751
1634
|
method: 'POST',
|
|
1752
|
-
url: '/api/v1/
|
|
1753
|
-
path: {
|
|
1754
|
-
region: data.region
|
|
1755
|
-
},
|
|
1635
|
+
url: '/api/v1/bean/payees',
|
|
1756
1636
|
body: data.requestBody,
|
|
1757
1637
|
mediaType: 'application/json',
|
|
1758
1638
|
errors: {
|
|
1759
|
-
|
|
1760
|
-
409: '
|
|
1639
|
+
400: 'Invalid input data',
|
|
1640
|
+
409: 'Payee already exists'
|
|
1761
1641
|
}
|
|
1762
1642
|
});
|
|
1763
1643
|
}
|
|
1764
1644
|
|
|
1765
1645
|
/**
|
|
1766
|
-
* List user
|
|
1767
|
-
* Returns all
|
|
1646
|
+
* List user payees
|
|
1647
|
+
* Returns all payee mappings for the authenticated user with optional filtering
|
|
1768
1648
|
* @param data The data for the request.
|
|
1769
|
-
* @param data.
|
|
1770
|
-
* @param data.
|
|
1771
|
-
* @param data.
|
|
1772
|
-
* @param data.
|
|
1773
|
-
* @param data.
|
|
1774
|
-
* @
|
|
1775
|
-
* @param data.page Page number for pagination (default: 1)
|
|
1776
|
-
* @param data.limit Number of items per page (default: 20, max: 100)
|
|
1777
|
-
* @returns PriceListResponseDto Prices retrieved successfully
|
|
1649
|
+
* @param data.search Search term for payee name (partial match, case-insensitive). Useful for autocomplete.
|
|
1650
|
+
* @param data.payee Filter by exact payee name match
|
|
1651
|
+
* @param data.category Filter by custom category
|
|
1652
|
+
* @param data.tag Filter by custom tag (returns payees that have this tag)
|
|
1653
|
+
* @param data.isActive Filter by active status. Defaults to true (show only active payees).
|
|
1654
|
+
* @returns PayeeListResponseDto Payees retrieved successfully
|
|
1778
1655
|
* @throws ApiError
|
|
1779
1656
|
*/
|
|
1780
|
-
public static
|
|
1781
|
-
data:
|
|
1782
|
-
): CancelablePromise<
|
|
1657
|
+
public static payeeControllerFindAll(
|
|
1658
|
+
data: PayeeControllerFindAllData = {}
|
|
1659
|
+
): CancelablePromise<PayeeControllerFindAllResponse> {
|
|
1783
1660
|
return __request(OpenAPI, {
|
|
1784
1661
|
method: 'GET',
|
|
1785
|
-
url: '/api/v1/
|
|
1786
|
-
path: {
|
|
1787
|
-
region: data.region
|
|
1788
|
-
},
|
|
1662
|
+
url: '/api/v1/bean/payees',
|
|
1789
1663
|
query: {
|
|
1790
|
-
currency: data.currency,
|
|
1791
|
-
quoteCurrency: data.quoteCurrency,
|
|
1792
|
-
dateFrom: data.dateFrom,
|
|
1793
|
-
dateTo: data.dateTo,
|
|
1794
1664
|
search: data.search,
|
|
1795
|
-
|
|
1665
|
+
payee: data.payee,
|
|
1666
|
+
category: data.category,
|
|
1667
|
+
tag: data.tag,
|
|
1668
|
+
isActive: data.isActive
|
|
1669
|
+
}
|
|
1670
|
+
});
|
|
1671
|
+
}
|
|
1672
|
+
|
|
1673
|
+
/**
|
|
1674
|
+
* Get payee autocomplete suggestions
|
|
1675
|
+
* Returns active payee names matching the query, sorted by recent usage. Used for transaction input autocomplete.
|
|
1676
|
+
* @param data The data for the request.
|
|
1677
|
+
* @param data.q Search query for payee name (partial match, case-insensitive)
|
|
1678
|
+
* @param data.limit Maximum number of suggestions
|
|
1679
|
+
* @returns PayeeAutocompleteResponseDto Autocomplete suggestions retrieved successfully
|
|
1680
|
+
* @throws ApiError
|
|
1681
|
+
*/
|
|
1682
|
+
public static payeeControllerAutocomplete(
|
|
1683
|
+
data: PayeeControllerAutocompleteData
|
|
1684
|
+
): CancelablePromise<PayeeControllerAutocompleteResponse> {
|
|
1685
|
+
return __request(OpenAPI, {
|
|
1686
|
+
method: 'GET',
|
|
1687
|
+
url: '/api/v1/bean/payees/autocomplete',
|
|
1688
|
+
query: {
|
|
1689
|
+
q: data.q,
|
|
1796
1690
|
limit: data.limit
|
|
1797
1691
|
}
|
|
1798
1692
|
});
|
|
1799
1693
|
}
|
|
1800
1694
|
|
|
1801
1695
|
/**
|
|
1802
|
-
* Get
|
|
1803
|
-
* Returns
|
|
1696
|
+
* Get top payees by usage
|
|
1697
|
+
* Returns the most frequently used payees, sorted by use count. Used for statistics and analytics.
|
|
1804
1698
|
* @param data The data for the request.
|
|
1805
|
-
* @param data.
|
|
1806
|
-
* @
|
|
1807
|
-
* @returns PriceResponseDto Price retrieved successfully
|
|
1699
|
+
* @param data.limit Maximum number of results
|
|
1700
|
+
* @returns PayeeStatsResponseDto Top payees retrieved successfully
|
|
1808
1701
|
* @throws ApiError
|
|
1809
1702
|
*/
|
|
1810
|
-
public static
|
|
1811
|
-
data:
|
|
1812
|
-
): CancelablePromise<
|
|
1703
|
+
public static payeeControllerGetTopPayees(
|
|
1704
|
+
data: PayeeControllerGetTopPayeesData = {}
|
|
1705
|
+
): CancelablePromise<PayeeControllerGetTopPayeesResponse> {
|
|
1813
1706
|
return __request(OpenAPI, {
|
|
1814
1707
|
method: 'GET',
|
|
1815
|
-
url: '/api/v1/
|
|
1708
|
+
url: '/api/v1/bean/payees/top',
|
|
1709
|
+
query: {
|
|
1710
|
+
limit: data.limit
|
|
1711
|
+
}
|
|
1712
|
+
});
|
|
1713
|
+
}
|
|
1714
|
+
|
|
1715
|
+
/**
|
|
1716
|
+
* Get payee by ID
|
|
1717
|
+
* Returns a specific payee mapping by its UUID
|
|
1718
|
+
* @param data The data for the request.
|
|
1719
|
+
* @param data.id Payee UUID
|
|
1720
|
+
* @returns PayeeResponseDto Payee retrieved successfully
|
|
1721
|
+
* @throws ApiError
|
|
1722
|
+
*/
|
|
1723
|
+
public static payeeControllerFindOne(
|
|
1724
|
+
data: PayeeControllerFindOneData
|
|
1725
|
+
): CancelablePromise<PayeeControllerFindOneResponse> {
|
|
1726
|
+
return __request(OpenAPI, {
|
|
1727
|
+
method: 'GET',
|
|
1728
|
+
url: '/api/v1/bean/payees/{id}',
|
|
1816
1729
|
path: {
|
|
1817
|
-
id: data.id
|
|
1818
|
-
region: data.region
|
|
1730
|
+
id: data.id
|
|
1819
1731
|
},
|
|
1820
1732
|
errors: {
|
|
1821
|
-
|
|
1733
|
+
403: 'Payee belongs to another user',
|
|
1734
|
+
404: 'Payee not found'
|
|
1822
1735
|
}
|
|
1823
1736
|
});
|
|
1824
1737
|
}
|
|
1825
1738
|
|
|
1826
1739
|
/**
|
|
1827
|
-
* Update
|
|
1828
|
-
* Updates
|
|
1740
|
+
* Update payee
|
|
1741
|
+
* Updates a payee mapping. The payee name cannot be changed after creation.
|
|
1829
1742
|
* @param data The data for the request.
|
|
1830
|
-
* @param data.id
|
|
1831
|
-
* @param data.region Region code for tenant context
|
|
1743
|
+
* @param data.id Payee UUID
|
|
1832
1744
|
* @param data.requestBody
|
|
1833
|
-
* @returns
|
|
1745
|
+
* @returns PayeeResponseDto Payee updated successfully
|
|
1834
1746
|
* @throws ApiError
|
|
1835
1747
|
*/
|
|
1836
|
-
public static
|
|
1837
|
-
data:
|
|
1838
|
-
): CancelablePromise<
|
|
1748
|
+
public static payeeControllerUpdate(
|
|
1749
|
+
data: PayeeControllerUpdateData
|
|
1750
|
+
): CancelablePromise<PayeeControllerUpdateResponse> {
|
|
1839
1751
|
return __request(OpenAPI, {
|
|
1840
1752
|
method: 'PUT',
|
|
1841
|
-
url: '/api/v1/
|
|
1753
|
+
url: '/api/v1/bean/payees/{id}',
|
|
1842
1754
|
path: {
|
|
1843
|
-
id: data.id
|
|
1844
|
-
region: data.region
|
|
1755
|
+
id: data.id
|
|
1845
1756
|
},
|
|
1846
1757
|
body: data.requestBody,
|
|
1847
1758
|
mediaType: 'application/json',
|
|
1848
1759
|
errors: {
|
|
1849
|
-
|
|
1850
|
-
|
|
1760
|
+
400: 'Invalid input data',
|
|
1761
|
+
404: 'Payee not found'
|
|
1851
1762
|
}
|
|
1852
1763
|
});
|
|
1853
1764
|
}
|
|
1854
1765
|
|
|
1855
1766
|
/**
|
|
1856
|
-
* Delete
|
|
1857
|
-
*
|
|
1767
|
+
* Delete payee
|
|
1768
|
+
* Soft deletes a payee by marking it as inactive. Inactive payees will not appear in autocomplete suggestions.
|
|
1858
1769
|
* @param data The data for the request.
|
|
1859
|
-
* @param data.id
|
|
1860
|
-
* @
|
|
1861
|
-
* @returns void Price deleted successfully
|
|
1770
|
+
* @param data.id Payee UUID
|
|
1771
|
+
* @returns void Payee deleted successfully
|
|
1862
1772
|
* @throws ApiError
|
|
1863
1773
|
*/
|
|
1864
|
-
public static
|
|
1865
|
-
data:
|
|
1866
|
-
): CancelablePromise<
|
|
1774
|
+
public static payeeControllerDelete(
|
|
1775
|
+
data: PayeeControllerDeleteData
|
|
1776
|
+
): CancelablePromise<PayeeControllerDeleteResponse> {
|
|
1867
1777
|
return __request(OpenAPI, {
|
|
1868
1778
|
method: 'DELETE',
|
|
1869
|
-
url: '/api/v1/
|
|
1779
|
+
url: '/api/v1/bean/payees/{id}',
|
|
1870
1780
|
path: {
|
|
1871
|
-
id: data.id
|
|
1872
|
-
region: data.region
|
|
1781
|
+
id: data.id
|
|
1873
1782
|
},
|
|
1874
1783
|
errors: {
|
|
1875
|
-
404: '
|
|
1784
|
+
404: 'Payee not found'
|
|
1876
1785
|
}
|
|
1877
1786
|
});
|
|
1878
1787
|
}
|
|
1788
|
+
}
|
|
1879
1789
|
|
|
1790
|
+
export class AdminPayeeProfilesService {
|
|
1880
1791
|
/**
|
|
1881
|
-
*
|
|
1882
|
-
* Creates
|
|
1792
|
+
* Create payee profile (Admin only)
|
|
1793
|
+
* Creates a new global payee profile. The canonical name must be unique (case-insensitive).
|
|
1883
1794
|
* @param data The data for the request.
|
|
1884
|
-
* @param data.region Region code for tenant context
|
|
1885
1795
|
* @param data.requestBody
|
|
1886
|
-
* @returns
|
|
1796
|
+
* @returns PayeeProfileResponseDto Payee profile created successfully
|
|
1887
1797
|
* @throws ApiError
|
|
1888
1798
|
*/
|
|
1889
|
-
public static
|
|
1890
|
-
data:
|
|
1891
|
-
): CancelablePromise<
|
|
1799
|
+
public static payeeProfileAdminControllerCreate(
|
|
1800
|
+
data: PayeeProfileAdminControllerCreateData
|
|
1801
|
+
): CancelablePromise<PayeeProfileAdminControllerCreateResponse> {
|
|
1892
1802
|
return __request(OpenAPI, {
|
|
1893
1803
|
method: 'POST',
|
|
1894
|
-
url: '/api/v1/
|
|
1895
|
-
path: {
|
|
1896
|
-
region: data.region
|
|
1897
|
-
},
|
|
1804
|
+
url: '/api/v1/admin/payee-profiles',
|
|
1898
1805
|
body: data.requestBody,
|
|
1899
|
-
mediaType: 'application/json'
|
|
1806
|
+
mediaType: 'application/json',
|
|
1807
|
+
errors: {
|
|
1808
|
+
400: 'Validation failed',
|
|
1809
|
+
403: 'Admin access required',
|
|
1810
|
+
409: 'Payee profile already exists'
|
|
1811
|
+
}
|
|
1900
1812
|
});
|
|
1901
1813
|
}
|
|
1902
|
-
}
|
|
1903
1814
|
|
|
1904
|
-
export class UsersService {
|
|
1905
1815
|
/**
|
|
1906
|
-
*
|
|
1816
|
+
* List payee profiles (Admin only)
|
|
1817
|
+
* Returns all payee profiles with optional filtering by category, country, verification status, etc.
|
|
1907
1818
|
* @param data The data for the request.
|
|
1908
|
-
* @param data.
|
|
1909
|
-
* @
|
|
1819
|
+
* @param data.search Search term for canonical name and aliases (case-insensitive)
|
|
1820
|
+
* @param data.category Filter by category
|
|
1821
|
+
* @param data.country Filter by country (ISO 3166-1 alpha-2)
|
|
1822
|
+
* @param data.isActive Filter by active status (default: true - show only active)
|
|
1823
|
+
* @param data.verified Filter by verification status. true = verified only, false = unverified only
|
|
1824
|
+
* @param data.dataSource Filter by data source
|
|
1825
|
+
* @returns PayeeProfileListResponseDto Payee profiles retrieved successfully
|
|
1910
1826
|
* @throws ApiError
|
|
1911
1827
|
*/
|
|
1912
|
-
public static
|
|
1913
|
-
data:
|
|
1914
|
-
): CancelablePromise<
|
|
1828
|
+
public static payeeProfileAdminControllerFindAll(
|
|
1829
|
+
data: PayeeProfileAdminControllerFindAllData = {}
|
|
1830
|
+
): CancelablePromise<PayeeProfileAdminControllerFindAllResponse> {
|
|
1915
1831
|
return __request(OpenAPI, {
|
|
1916
|
-
method: '
|
|
1917
|
-
url: '/api/v1/
|
|
1918
|
-
|
|
1919
|
-
|
|
1832
|
+
method: 'GET',
|
|
1833
|
+
url: '/api/v1/admin/payee-profiles',
|
|
1834
|
+
query: {
|
|
1835
|
+
search: data.search,
|
|
1836
|
+
category: data.category,
|
|
1837
|
+
country: data.country,
|
|
1838
|
+
isActive: data.isActive,
|
|
1839
|
+
verified: data.verified,
|
|
1840
|
+
dataSource: data.dataSource
|
|
1841
|
+
},
|
|
1920
1842
|
errors: {
|
|
1921
|
-
403: '
|
|
1843
|
+
403: 'Admin access required'
|
|
1922
1844
|
}
|
|
1923
1845
|
});
|
|
1924
1846
|
}
|
|
1925
1847
|
|
|
1926
1848
|
/**
|
|
1927
|
-
* Get
|
|
1849
|
+
* Get payee profile by ID (Admin only)
|
|
1850
|
+
* Returns a single payee profile by its ID.
|
|
1928
1851
|
* @param data The data for the request.
|
|
1929
|
-
* @param data.
|
|
1930
|
-
* @returns
|
|
1852
|
+
* @param data.id Payee profile ID (UUID)
|
|
1853
|
+
* @returns PayeeProfileResponseDto Payee profile retrieved successfully
|
|
1931
1854
|
* @throws ApiError
|
|
1932
1855
|
*/
|
|
1933
|
-
public static
|
|
1934
|
-
data:
|
|
1935
|
-
): CancelablePromise<
|
|
1856
|
+
public static payeeProfileAdminControllerFindOne(
|
|
1857
|
+
data: PayeeProfileAdminControllerFindOneData
|
|
1858
|
+
): CancelablePromise<PayeeProfileAdminControllerFindOneResponse> {
|
|
1936
1859
|
return __request(OpenAPI, {
|
|
1937
1860
|
method: 'GET',
|
|
1938
|
-
url: '/api/v1/
|
|
1939
|
-
|
|
1940
|
-
|
|
1861
|
+
url: '/api/v1/admin/payee-profiles/{id}',
|
|
1862
|
+
path: {
|
|
1863
|
+
id: data.id
|
|
1864
|
+
},
|
|
1865
|
+
errors: {
|
|
1866
|
+
403: 'Admin access required',
|
|
1867
|
+
404: 'Payee profile not found'
|
|
1941
1868
|
}
|
|
1942
1869
|
});
|
|
1943
1870
|
}
|
|
1944
1871
|
|
|
1945
1872
|
/**
|
|
1946
|
-
*
|
|
1947
|
-
*
|
|
1873
|
+
* Update payee profile (Admin only)
|
|
1874
|
+
* Updates an existing payee profile. The canonical name cannot be changed.
|
|
1948
1875
|
* @param data The data for the request.
|
|
1876
|
+
* @param data.id Payee profile ID (UUID)
|
|
1949
1877
|
* @param data.requestBody
|
|
1950
|
-
* @returns
|
|
1878
|
+
* @returns PayeeProfileResponseDto Payee profile updated successfully
|
|
1951
1879
|
* @throws ApiError
|
|
1952
1880
|
*/
|
|
1953
|
-
public static
|
|
1954
|
-
data:
|
|
1955
|
-
): CancelablePromise<
|
|
1881
|
+
public static payeeProfileAdminControllerUpdate(
|
|
1882
|
+
data: PayeeProfileAdminControllerUpdateData
|
|
1883
|
+
): CancelablePromise<PayeeProfileAdminControllerUpdateResponse> {
|
|
1956
1884
|
return __request(OpenAPI, {
|
|
1957
|
-
method: '
|
|
1958
|
-
url: '/api/v1/
|
|
1885
|
+
method: 'PUT',
|
|
1886
|
+
url: '/api/v1/admin/payee-profiles/{id}',
|
|
1887
|
+
path: {
|
|
1888
|
+
id: data.id
|
|
1889
|
+
},
|
|
1959
1890
|
body: data.requestBody,
|
|
1960
1891
|
mediaType: 'application/json',
|
|
1961
1892
|
errors: {
|
|
1962
|
-
|
|
1963
|
-
|
|
1893
|
+
403: 'Admin access required',
|
|
1894
|
+
404: 'Payee profile not found'
|
|
1964
1895
|
}
|
|
1965
1896
|
});
|
|
1966
1897
|
}
|
|
1967
1898
|
|
|
1968
1899
|
/**
|
|
1969
|
-
*
|
|
1900
|
+
* Soft delete payee profile (Admin only)
|
|
1901
|
+
* Marks a payee profile as inactive (soft delete). The profile cannot be deleted if it is referenced by user payees.
|
|
1970
1902
|
* @param data The data for the request.
|
|
1971
|
-
* @param data.id
|
|
1972
|
-
* @returns void
|
|
1903
|
+
* @param data.id Payee profile ID (UUID)
|
|
1904
|
+
* @returns void Payee profile deleted successfully
|
|
1973
1905
|
* @throws ApiError
|
|
1974
1906
|
*/
|
|
1975
|
-
public static
|
|
1976
|
-
data:
|
|
1977
|
-
): CancelablePromise<
|
|
1907
|
+
public static payeeProfileAdminControllerDelete(
|
|
1908
|
+
data: PayeeProfileAdminControllerDeleteData
|
|
1909
|
+
): CancelablePromise<PayeeProfileAdminControllerDeleteResponse> {
|
|
1978
1910
|
return __request(OpenAPI, {
|
|
1979
1911
|
method: 'DELETE',
|
|
1980
|
-
url: '/api/v1/
|
|
1912
|
+
url: '/api/v1/admin/payee-profiles/{id}',
|
|
1981
1913
|
path: {
|
|
1982
1914
|
id: data.id
|
|
1983
1915
|
},
|
|
1984
1916
|
errors: {
|
|
1985
|
-
403: '
|
|
1917
|
+
403: 'Admin access required',
|
|
1918
|
+
404: 'Payee profile not found',
|
|
1919
|
+
409: 'Payee profile is in use and cannot be deleted'
|
|
1986
1920
|
}
|
|
1987
1921
|
});
|
|
1988
1922
|
}
|
|
1989
1923
|
|
|
1990
1924
|
/**
|
|
1991
|
-
*
|
|
1925
|
+
* Verify payee profile (Admin only)
|
|
1926
|
+
* Marks a payee profile as verified by setting verifiedAt to current timestamp.
|
|
1992
1927
|
* @param data The data for the request.
|
|
1993
|
-
* @param data.id
|
|
1994
|
-
* @returns
|
|
1928
|
+
* @param data.id Payee profile ID (UUID)
|
|
1929
|
+
* @returns PayeeProfileResponseDto Payee profile verified successfully
|
|
1995
1930
|
* @throws ApiError
|
|
1996
1931
|
*/
|
|
1997
|
-
public static
|
|
1998
|
-
data:
|
|
1999
|
-
): CancelablePromise<
|
|
1932
|
+
public static payeeProfileAdminControllerVerify(
|
|
1933
|
+
data: PayeeProfileAdminControllerVerifyData
|
|
1934
|
+
): CancelablePromise<PayeeProfileAdminControllerVerifyResponse> {
|
|
2000
1935
|
return __request(OpenAPI, {
|
|
2001
|
-
method: '
|
|
2002
|
-
url: '/api/v1/
|
|
1936
|
+
method: 'POST',
|
|
1937
|
+
url: '/api/v1/admin/payee-profiles/{id}/verify',
|
|
2003
1938
|
path: {
|
|
2004
1939
|
id: data.id
|
|
2005
1940
|
},
|
|
2006
1941
|
errors: {
|
|
2007
|
-
403: '
|
|
1942
|
+
403: 'Admin access required',
|
|
1943
|
+
404: 'Payee profile not found'
|
|
2008
1944
|
}
|
|
2009
1945
|
});
|
|
2010
1946
|
}
|
|
2011
1947
|
|
|
2012
1948
|
/**
|
|
2013
|
-
*
|
|
1949
|
+
* Unverify payee profile (Admin only)
|
|
1950
|
+
* Removes verification status by setting verifiedAt to null.
|
|
2014
1951
|
* @param data The data for the request.
|
|
2015
|
-
* @param data.
|
|
2016
|
-
* @returns
|
|
1952
|
+
* @param data.id Payee profile ID (UUID)
|
|
1953
|
+
* @returns void Payee profile unverified successfully
|
|
2017
1954
|
* @throws ApiError
|
|
2018
1955
|
*/
|
|
2019
|
-
public static
|
|
2020
|
-
data:
|
|
2021
|
-
): CancelablePromise<
|
|
1956
|
+
public static payeeProfileAdminControllerUnverify(
|
|
1957
|
+
data: PayeeProfileAdminControllerUnverifyData
|
|
1958
|
+
): CancelablePromise<PayeeProfileAdminControllerUnverifyResponse> {
|
|
2022
1959
|
return __request(OpenAPI, {
|
|
2023
|
-
method: '
|
|
2024
|
-
url: '/api/v1/
|
|
2025
|
-
|
|
2026
|
-
|
|
1960
|
+
method: 'DELETE',
|
|
1961
|
+
url: '/api/v1/admin/payee-profiles/{id}/verify',
|
|
1962
|
+
path: {
|
|
1963
|
+
id: data.id
|
|
1964
|
+
},
|
|
2027
1965
|
errors: {
|
|
2028
|
-
403: '
|
|
1966
|
+
403: 'Admin access required',
|
|
1967
|
+
404: 'Payee profile not found'
|
|
2029
1968
|
}
|
|
2030
1969
|
});
|
|
2031
1970
|
}
|
|
1971
|
+
}
|
|
2032
1972
|
|
|
1973
|
+
export class PayeeProfilesService {
|
|
2033
1974
|
/**
|
|
2034
|
-
*
|
|
2035
|
-
*
|
|
2036
|
-
* @
|
|
2037
|
-
* @param data.pageSize Page size
|
|
2038
|
-
* @returns unknown Settings list retrieved successfully
|
|
1975
|
+
* List active payee profiles (directory dump)
|
|
1976
|
+
* Returns the full active PayeeProfile set as a trimmed projection for client-side dictionary caching. Aliases are verbatim as stored; clients normalize on their side.
|
|
1977
|
+
* @returns PayeeProfileDirectoryResponseDto Active payee profiles
|
|
2039
1978
|
* @throws ApiError
|
|
2040
1979
|
*/
|
|
2041
|
-
public static
|
|
2042
|
-
data: UserControllerGetAllUserSettingsByPageData
|
|
2043
|
-
): CancelablePromise<UserControllerGetAllUserSettingsByPageResponse> {
|
|
1980
|
+
public static payeeProfileControllerListActive(): CancelablePromise<PayeeProfileControllerListActiveResponse> {
|
|
2044
1981
|
return __request(OpenAPI, {
|
|
2045
1982
|
method: 'GET',
|
|
2046
|
-
url: '/api/v1/
|
|
2047
|
-
|
|
2048
|
-
|
|
2049
|
-
pageSize: data.pageSize
|
|
1983
|
+
url: '/api/v1/bean/payee-profiles',
|
|
1984
|
+
errors: {
|
|
1985
|
+
401: 'Missing or invalid token'
|
|
2050
1986
|
}
|
|
2051
1987
|
});
|
|
2052
1988
|
}
|
|
1989
|
+
}
|
|
2053
1990
|
|
|
1991
|
+
export class BeanCommoditiesService {
|
|
2054
1992
|
/**
|
|
2055
|
-
*
|
|
2056
|
-
*
|
|
1993
|
+
* Create a new commodity
|
|
1994
|
+
* Creates a new commodity definition for the authenticated user
|
|
1995
|
+
* @param data The data for the request.
|
|
1996
|
+
* @param data.region Region code for tenant context
|
|
1997
|
+
* @param data.requestBody
|
|
1998
|
+
* @returns CommodityResponseDto Commodity created successfully
|
|
2057
1999
|
* @throws ApiError
|
|
2058
2000
|
*/
|
|
2059
|
-
public static
|
|
2001
|
+
public static commodityControllerCreate(
|
|
2002
|
+
data: CommodityControllerCreateData
|
|
2003
|
+
): CancelablePromise<CommodityControllerCreateResponse> {
|
|
2060
2004
|
return __request(OpenAPI, {
|
|
2061
|
-
method: '
|
|
2062
|
-
url: '/api/v1/
|
|
2005
|
+
method: 'POST',
|
|
2006
|
+
url: '/api/v1/{region}/bean/commodities',
|
|
2007
|
+
path: {
|
|
2008
|
+
region: data.region
|
|
2009
|
+
},
|
|
2010
|
+
body: data.requestBody,
|
|
2011
|
+
mediaType: 'application/json',
|
|
2012
|
+
errors: {
|
|
2013
|
+
400: 'Invalid input data',
|
|
2014
|
+
409: 'Commodity already exists'
|
|
2015
|
+
}
|
|
2063
2016
|
});
|
|
2064
2017
|
}
|
|
2065
|
-
}
|
|
2066
2018
|
|
|
2067
|
-
export class PropertiesService {
|
|
2068
2019
|
/**
|
|
2069
|
-
*
|
|
2070
|
-
*
|
|
2020
|
+
* List user commodities
|
|
2021
|
+
* Returns all commodity definitions for the authenticated user with optional filtering
|
|
2022
|
+
* @param data The data for the request.
|
|
2023
|
+
* @param data.region Region code for tenant context
|
|
2024
|
+
* @param data.search Search term for symbol or metadata fields (partial match). Searches symbol and metadata.name.
|
|
2025
|
+
* @param data.symbol Filter by exact symbol match
|
|
2026
|
+
* @returns CommodityListResponseDto Commodities retrieved successfully
|
|
2071
2027
|
* @throws ApiError
|
|
2072
2028
|
*/
|
|
2073
|
-
public static
|
|
2029
|
+
public static commodityControllerFindAll(
|
|
2030
|
+
data: CommodityControllerFindAllData
|
|
2031
|
+
): CancelablePromise<CommodityControllerFindAllResponse> {
|
|
2074
2032
|
return __request(OpenAPI, {
|
|
2075
2033
|
method: 'GET',
|
|
2076
|
-
url: '/api/v1/
|
|
2077
|
-
|
|
2078
|
-
|
|
2079
|
-
|
|
2034
|
+
url: '/api/v1/{region}/bean/commodities',
|
|
2035
|
+
path: {
|
|
2036
|
+
region: data.region
|
|
2037
|
+
},
|
|
2038
|
+
query: {
|
|
2039
|
+
search: data.search,
|
|
2040
|
+
symbol: data.symbol
|
|
2080
2041
|
}
|
|
2081
2042
|
});
|
|
2082
2043
|
}
|
|
2083
2044
|
|
|
2084
2045
|
/**
|
|
2085
|
-
* Get
|
|
2046
|
+
* Get commodity by symbol
|
|
2047
|
+
* Returns a specific commodity definition by its symbol
|
|
2086
2048
|
* @param data The data for the request.
|
|
2087
|
-
* @param data.
|
|
2088
|
-
* @
|
|
2049
|
+
* @param data.symbol Commodity symbol
|
|
2050
|
+
* @param data.region Region code for tenant context
|
|
2051
|
+
* @returns CommodityResponseDto Commodity retrieved successfully
|
|
2089
2052
|
* @throws ApiError
|
|
2090
2053
|
*/
|
|
2091
|
-
public static
|
|
2092
|
-
data:
|
|
2093
|
-
): CancelablePromise<
|
|
2054
|
+
public static commodityControllerFindOne(
|
|
2055
|
+
data: CommodityControllerFindOneData
|
|
2056
|
+
): CancelablePromise<CommodityControllerFindOneResponse> {
|
|
2094
2057
|
return __request(OpenAPI, {
|
|
2095
2058
|
method: 'GET',
|
|
2096
|
-
url: '/api/v1/
|
|
2059
|
+
url: '/api/v1/{region}/bean/commodities/{symbol}',
|
|
2097
2060
|
path: {
|
|
2098
|
-
|
|
2061
|
+
symbol: data.symbol,
|
|
2062
|
+
region: data.region
|
|
2099
2063
|
},
|
|
2100
2064
|
errors: {
|
|
2101
|
-
|
|
2102
|
-
403: 'Forbidden - insufficient permissions',
|
|
2103
|
-
404: 'Property not found'
|
|
2065
|
+
404: 'Commodity not found'
|
|
2104
2066
|
}
|
|
2105
2067
|
});
|
|
2106
2068
|
}
|
|
2107
2069
|
|
|
2108
2070
|
/**
|
|
2109
|
-
* Update
|
|
2071
|
+
* Update commodity
|
|
2072
|
+
* Updates an existing commodity definition. Symbol cannot be changed.
|
|
2110
2073
|
* @param data The data for the request.
|
|
2111
|
-
* @param data.
|
|
2074
|
+
* @param data.symbol Commodity symbol
|
|
2075
|
+
* @param data.region Region code for tenant context
|
|
2112
2076
|
* @param data.requestBody
|
|
2113
|
-
* @returns
|
|
2077
|
+
* @returns CommodityResponseDto Commodity updated successfully
|
|
2114
2078
|
* @throws ApiError
|
|
2115
2079
|
*/
|
|
2116
|
-
public static
|
|
2117
|
-
data:
|
|
2118
|
-
): CancelablePromise<
|
|
2080
|
+
public static commodityControllerUpdate(
|
|
2081
|
+
data: CommodityControllerUpdateData
|
|
2082
|
+
): CancelablePromise<CommodityControllerUpdateResponse> {
|
|
2119
2083
|
return __request(OpenAPI, {
|
|
2120
2084
|
method: 'PUT',
|
|
2121
|
-
url: '/api/v1/
|
|
2085
|
+
url: '/api/v1/{region}/bean/commodities/{symbol}',
|
|
2122
2086
|
path: {
|
|
2123
|
-
|
|
2087
|
+
symbol: data.symbol,
|
|
2088
|
+
region: data.region
|
|
2124
2089
|
},
|
|
2125
2090
|
body: data.requestBody,
|
|
2126
2091
|
mediaType: 'application/json',
|
|
2127
2092
|
errors: {
|
|
2128
|
-
|
|
2129
|
-
|
|
2093
|
+
400: 'Invalid input data',
|
|
2094
|
+
404: 'Commodity not found'
|
|
2130
2095
|
}
|
|
2131
2096
|
});
|
|
2132
2097
|
}
|
|
2133
2098
|
|
|
2134
2099
|
/**
|
|
2135
|
-
* Delete
|
|
2100
|
+
* Delete commodity
|
|
2101
|
+
* Deletes a commodity definition
|
|
2136
2102
|
* @param data The data for the request.
|
|
2137
|
-
* @param data.
|
|
2138
|
-
* @
|
|
2103
|
+
* @param data.symbol Commodity symbol
|
|
2104
|
+
* @param data.region Region code for tenant context
|
|
2105
|
+
* @returns void Commodity deleted successfully
|
|
2139
2106
|
* @throws ApiError
|
|
2140
2107
|
*/
|
|
2141
|
-
public static
|
|
2142
|
-
data:
|
|
2143
|
-
): CancelablePromise<
|
|
2108
|
+
public static commodityControllerDelete(
|
|
2109
|
+
data: CommodityControllerDeleteData
|
|
2110
|
+
): CancelablePromise<CommodityControllerDeleteResponse> {
|
|
2144
2111
|
return __request(OpenAPI, {
|
|
2145
2112
|
method: 'DELETE',
|
|
2146
|
-
url: '/api/v1/
|
|
2113
|
+
url: '/api/v1/{region}/bean/commodities/{symbol}',
|
|
2147
2114
|
path: {
|
|
2148
|
-
|
|
2115
|
+
symbol: data.symbol,
|
|
2116
|
+
region: data.region
|
|
2149
2117
|
},
|
|
2150
2118
|
errors: {
|
|
2151
|
-
|
|
2152
|
-
403: 'Forbidden - insufficient permissions',
|
|
2153
|
-
404: 'Property not found'
|
|
2119
|
+
404: 'Commodity not found'
|
|
2154
2120
|
}
|
|
2155
2121
|
});
|
|
2156
2122
|
}
|
|
2157
|
-
}
|
|
2158
2123
|
|
|
2159
|
-
export class RecurringRulesService {
|
|
2160
2124
|
/**
|
|
2161
|
-
*
|
|
2162
|
-
*
|
|
2125
|
+
* Ensure commodity exists
|
|
2126
|
+
* Gets existing commodity or creates it with automatic initialization from OpenBB
|
|
2163
2127
|
* @param data The data for the request.
|
|
2128
|
+
* @param data.symbol Commodity symbol
|
|
2164
2129
|
* @param data.region Region code for tenant context
|
|
2165
|
-
* @
|
|
2166
|
-
* @returns RecurringRuleResponseDto Rule created successfully
|
|
2130
|
+
* @returns CommodityResponseDto Commodity retrieved or created
|
|
2167
2131
|
* @throws ApiError
|
|
2168
2132
|
*/
|
|
2169
|
-
public static
|
|
2170
|
-
data:
|
|
2171
|
-
): CancelablePromise<
|
|
2133
|
+
public static commodityControllerGetOrCreate(
|
|
2134
|
+
data: CommodityControllerGetOrCreateData
|
|
2135
|
+
): CancelablePromise<CommodityControllerGetOrCreateResponse> {
|
|
2172
2136
|
return __request(OpenAPI, {
|
|
2173
2137
|
method: 'POST',
|
|
2174
|
-
url: '/api/v1/{region}/bean/
|
|
2138
|
+
url: '/api/v1/{region}/bean/commodities/{symbol}/ensure',
|
|
2175
2139
|
path: {
|
|
2140
|
+
symbol: data.symbol,
|
|
2176
2141
|
region: data.region
|
|
2177
|
-
},
|
|
2178
|
-
body: data.requestBody,
|
|
2179
|
-
mediaType: 'application/json',
|
|
2180
|
-
errors: {
|
|
2181
|
-
400: 'Invalid input data (e.g., autoCreate without accounts)',
|
|
2182
|
-
409: 'Rule with same name already exists'
|
|
2183
2142
|
}
|
|
2184
2143
|
});
|
|
2185
2144
|
}
|
|
2186
2145
|
|
|
2187
2146
|
/**
|
|
2188
|
-
*
|
|
2189
|
-
*
|
|
2147
|
+
* Bulk create commodities
|
|
2148
|
+
* Creates multiple commodities from a list of symbols, useful for initialization
|
|
2190
2149
|
* @param data The data for the request.
|
|
2191
2150
|
* @param data.region Region code for tenant context
|
|
2192
|
-
* @
|
|
2193
|
-
* @param data.frequency Filter by frequency (WEEKLY, MONTHLY, etc.)
|
|
2194
|
-
* @param data.hasAutoCreate Filter by autoCreate enabled
|
|
2195
|
-
* @returns RecurringRuleResponseDto Rules retrieved successfully
|
|
2151
|
+
* @returns CommodityResponseDto Commodities created successfully
|
|
2196
2152
|
* @throws ApiError
|
|
2197
2153
|
*/
|
|
2198
|
-
public static
|
|
2199
|
-
data:
|
|
2200
|
-
): CancelablePromise<
|
|
2154
|
+
public static commodityControllerBulkCreate(
|
|
2155
|
+
data: CommodityControllerBulkCreateData
|
|
2156
|
+
): CancelablePromise<CommodityControllerBulkCreateResponse> {
|
|
2201
2157
|
return __request(OpenAPI, {
|
|
2202
|
-
method: '
|
|
2203
|
-
url: '/api/v1/{region}/bean/
|
|
2158
|
+
method: 'POST',
|
|
2159
|
+
url: '/api/v1/{region}/bean/commodities/bulk',
|
|
2204
2160
|
path: {
|
|
2205
2161
|
region: data.region
|
|
2206
|
-
},
|
|
2207
|
-
query: {
|
|
2208
|
-
isActive: data.isActive,
|
|
2209
|
-
frequency: data.frequency,
|
|
2210
|
-
hasAutoCreate: data.hasAutoCreate
|
|
2211
2162
|
}
|
|
2212
2163
|
});
|
|
2213
2164
|
}
|
|
2165
|
+
}
|
|
2214
2166
|
|
|
2167
|
+
export class ReportingService {
|
|
2215
2168
|
/**
|
|
2216
|
-
*
|
|
2217
|
-
*
|
|
2169
|
+
* Get portfolio value trends
|
|
2170
|
+
*
|
|
2171
|
+
* Returns time series data of portfolio net worth.
|
|
2172
|
+
*
|
|
2173
|
+
* **Multi-currency Support:**
|
|
2174
|
+
* - `series[].byCurrency` - Currency breakdown for each data point
|
|
2175
|
+
* - `byCurrency` - Separate time series grouped by currency
|
|
2176
|
+
* - `warnings` - Exchange rate warnings if conversion failed
|
|
2177
|
+
*
|
|
2178
|
+
* **Parameters:**
|
|
2179
|
+
* - `period`: Time period (1m, 3m, 6m, 1y)
|
|
2180
|
+
* - `granularity`: Data granularity (day, week, month)
|
|
2181
|
+
*
|
|
2218
2182
|
* @param data The data for the request.
|
|
2219
|
-
* @param data.transactionId Source transaction ID
|
|
2220
2183
|
* @param data.region Region code for tenant context
|
|
2221
|
-
* @param data.
|
|
2222
|
-
* @
|
|
2184
|
+
* @param data.period Time period
|
|
2185
|
+
* @param data.granularity Data granularity
|
|
2186
|
+
* @returns PortfolioTrendsResponseDto Trends retrieved successfully
|
|
2223
2187
|
* @throws ApiError
|
|
2224
2188
|
*/
|
|
2225
|
-
public static
|
|
2226
|
-
data:
|
|
2227
|
-
): CancelablePromise<
|
|
2189
|
+
public static reportingControllerGetPortfolioTrends(
|
|
2190
|
+
data: ReportingControllerGetPortfolioTrendsData
|
|
2191
|
+
): CancelablePromise<ReportingControllerGetPortfolioTrendsResponse> {
|
|
2228
2192
|
return __request(OpenAPI, {
|
|
2229
|
-
method: '
|
|
2230
|
-
url: '/api/v1/{region}/
|
|
2193
|
+
method: 'GET',
|
|
2194
|
+
url: '/api/v1/{region}/reporting/portfolio/trends',
|
|
2231
2195
|
path: {
|
|
2232
|
-
transactionId: data.transactionId,
|
|
2233
2196
|
region: data.region
|
|
2234
2197
|
},
|
|
2235
|
-
|
|
2236
|
-
|
|
2198
|
+
query: {
|
|
2199
|
+
period: data.period,
|
|
2200
|
+
granularity: data.granularity
|
|
2201
|
+
},
|
|
2237
2202
|
errors: {
|
|
2238
|
-
|
|
2239
|
-
409: 'Rule with same name already exists or transaction already linked'
|
|
2203
|
+
401: 'User not authenticated'
|
|
2240
2204
|
}
|
|
2241
2205
|
});
|
|
2242
2206
|
}
|
|
2243
2207
|
|
|
2244
2208
|
/**
|
|
2245
|
-
* Get
|
|
2246
|
-
*
|
|
2209
|
+
* Get cash-flow trends
|
|
2210
|
+
*
|
|
2211
|
+
* Monthly income / expense / netSavings over a fixed N-month window
|
|
2212
|
+
* (current month + N−1 prior). Missing months are zero-filled (flow metric).
|
|
2213
|
+
*
|
|
2214
|
+
* **Parameters:**
|
|
2215
|
+
* - `period`: 1m | 3m | 6m | 1y (default 6m)
|
|
2216
|
+
* - `granularity`: accepted for API symmetry; v1 returns month buckets
|
|
2217
|
+
*
|
|
2247
2218
|
* @param data The data for the request.
|
|
2248
|
-
* @param data.id Rule ID
|
|
2249
2219
|
* @param data.region Region code for tenant context
|
|
2250
|
-
* @
|
|
2220
|
+
* @param data.period Time period
|
|
2221
|
+
* @param data.granularity Data granularity (accepted for API symmetry; v1 returns month buckets)
|
|
2222
|
+
* @returns CashFlowTrendsResponseDto Cash-flow trends retrieved successfully
|
|
2251
2223
|
* @throws ApiError
|
|
2252
2224
|
*/
|
|
2253
|
-
public static
|
|
2254
|
-
data:
|
|
2255
|
-
): CancelablePromise<
|
|
2225
|
+
public static reportingControllerGetCashFlowTrends(
|
|
2226
|
+
data: ReportingControllerGetCashFlowTrendsData
|
|
2227
|
+
): CancelablePromise<ReportingControllerGetCashFlowTrendsResponse> {
|
|
2256
2228
|
return __request(OpenAPI, {
|
|
2257
2229
|
method: 'GET',
|
|
2258
|
-
url: '/api/v1/{region}/
|
|
2230
|
+
url: '/api/v1/{region}/reporting/cash-flow/trends',
|
|
2259
2231
|
path: {
|
|
2260
|
-
id: data.id,
|
|
2261
2232
|
region: data.region
|
|
2262
2233
|
},
|
|
2234
|
+
query: {
|
|
2235
|
+
period: data.period,
|
|
2236
|
+
granularity: data.granularity
|
|
2237
|
+
},
|
|
2263
2238
|
errors: {
|
|
2264
|
-
|
|
2239
|
+
401: 'User not authenticated'
|
|
2265
2240
|
}
|
|
2266
2241
|
});
|
|
2267
2242
|
}
|
|
2268
2243
|
|
|
2269
2244
|
/**
|
|
2270
|
-
*
|
|
2271
|
-
*
|
|
2245
|
+
* Generate portfolio snapshot
|
|
2246
|
+
*
|
|
2247
|
+
* Manually generate a portfolio snapshot for a specific date.
|
|
2248
|
+
*
|
|
2249
|
+
* **Multi-currency Support:**
|
|
2250
|
+
* - Fetches balances grouped by currency
|
|
2251
|
+
* - Uses user's baseCurrency setting for conversion
|
|
2252
|
+
* - Stores exchange rates and warnings
|
|
2253
|
+
*
|
|
2254
|
+
* **Use Cases:**
|
|
2255
|
+
* - Testing snapshot generation
|
|
2256
|
+
* - Force regeneration after data correction
|
|
2257
|
+
* - Initial setup for new users
|
|
2258
|
+
*
|
|
2272
2259
|
* @param data The data for the request.
|
|
2273
|
-
* @param data.id Rule ID
|
|
2274
2260
|
* @param data.region Region code for tenant context
|
|
2275
|
-
* @param data.requestBody
|
|
2276
|
-
* @returns
|
|
2261
|
+
* @param data.requestBody Optional date (defaults to today)
|
|
2262
|
+
* @returns GenerateSnapshotResponse Snapshot generated successfully
|
|
2277
2263
|
* @throws ApiError
|
|
2278
2264
|
*/
|
|
2279
|
-
public static
|
|
2280
|
-
data:
|
|
2281
|
-
): CancelablePromise<
|
|
2265
|
+
public static reportingControllerGenerateSnapshot(
|
|
2266
|
+
data: ReportingControllerGenerateSnapshotData
|
|
2267
|
+
): CancelablePromise<ReportingControllerGenerateSnapshotResponse> {
|
|
2282
2268
|
return __request(OpenAPI, {
|
|
2283
|
-
method: '
|
|
2284
|
-
url: '/api/v1/{region}/
|
|
2269
|
+
method: 'POST',
|
|
2270
|
+
url: '/api/v1/{region}/reporting/snapshots/generate',
|
|
2285
2271
|
path: {
|
|
2286
|
-
id: data.id,
|
|
2287
2272
|
region: data.region
|
|
2288
2273
|
},
|
|
2289
2274
|
body: data.requestBody,
|
|
2290
2275
|
mediaType: 'application/json',
|
|
2291
2276
|
errors: {
|
|
2292
|
-
400: 'Invalid
|
|
2293
|
-
|
|
2277
|
+
400: 'Invalid date format',
|
|
2278
|
+
401: 'User not authenticated'
|
|
2294
2279
|
}
|
|
2295
2280
|
});
|
|
2296
2281
|
}
|
|
2297
2282
|
|
|
2298
2283
|
/**
|
|
2299
|
-
*
|
|
2300
|
-
*
|
|
2284
|
+
* Backfill portfolio snapshots
|
|
2285
|
+
*
|
|
2286
|
+
* Generate snapshots for a date range (historical data backfill).
|
|
2287
|
+
*
|
|
2288
|
+
* **Multi-currency Support:**
|
|
2289
|
+
* - Each snapshot includes multi-currency data
|
|
2290
|
+
* - Uses exchange rates available at generation time
|
|
2291
|
+
* - Warnings stored for missing exchange rates
|
|
2292
|
+
*
|
|
2293
|
+
* **Best Practices:**
|
|
2294
|
+
* - Use for initial setup after account configuration
|
|
2295
|
+
* - Run during low-traffic periods for large date ranges
|
|
2296
|
+
* - Existing snapshots are skipped (not regenerated)
|
|
2297
|
+
*
|
|
2301
2298
|
* @param data The data for the request.
|
|
2302
|
-
* @param data.id Rule ID
|
|
2303
2299
|
* @param data.region Region code for tenant context
|
|
2304
|
-
* @
|
|
2300
|
+
* @param data.requestBody
|
|
2301
|
+
* @returns BackfillSnapshotsResponse Backfill completed successfully
|
|
2305
2302
|
* @throws ApiError
|
|
2306
2303
|
*/
|
|
2307
|
-
public static
|
|
2308
|
-
data:
|
|
2309
|
-
): CancelablePromise<
|
|
2304
|
+
public static reportingControllerBackfillSnapshots(
|
|
2305
|
+
data: ReportingControllerBackfillSnapshotsData
|
|
2306
|
+
): CancelablePromise<ReportingControllerBackfillSnapshotsResponse> {
|
|
2310
2307
|
return __request(OpenAPI, {
|
|
2311
|
-
method: '
|
|
2312
|
-
url: '/api/v1/{region}/
|
|
2308
|
+
method: 'POST',
|
|
2309
|
+
url: '/api/v1/{region}/reporting/snapshots/backfill',
|
|
2313
2310
|
path: {
|
|
2314
|
-
id: data.id,
|
|
2315
2311
|
region: data.region
|
|
2316
2312
|
},
|
|
2313
|
+
body: data.requestBody,
|
|
2314
|
+
mediaType: 'application/json',
|
|
2317
2315
|
errors: {
|
|
2318
|
-
|
|
2316
|
+
400: 'Invalid date format or range',
|
|
2317
|
+
401: 'User not authenticated',
|
|
2318
|
+
409: 'Backfill already in progress for this user'
|
|
2319
2319
|
}
|
|
2320
2320
|
});
|
|
2321
2321
|
}
|
|
2322
|
+
}
|
|
2322
2323
|
|
|
2324
|
+
export class BeanPricesService {
|
|
2323
2325
|
/**
|
|
2324
|
-
*
|
|
2325
|
-
*
|
|
2326
|
+
* Create a new price
|
|
2327
|
+
* Creates a new price entry for the authenticated user
|
|
2326
2328
|
* @param data The data for the request.
|
|
2327
|
-
* @param data.id Rule ID
|
|
2328
2329
|
* @param data.region Region code for tenant context
|
|
2329
|
-
* @
|
|
2330
|
+
* @param data.requestBody
|
|
2331
|
+
* @returns PriceResponseDto Price created successfully
|
|
2330
2332
|
* @throws ApiError
|
|
2331
2333
|
*/
|
|
2332
|
-
public static
|
|
2333
|
-
data:
|
|
2334
|
-
): CancelablePromise<
|
|
2334
|
+
public static priceControllerCreate(
|
|
2335
|
+
data: PriceControllerCreateData
|
|
2336
|
+
): CancelablePromise<PriceControllerCreateResponse> {
|
|
2335
2337
|
return __request(OpenAPI, {
|
|
2336
|
-
method: '
|
|
2337
|
-
url: '/api/v1/{region}/bean/
|
|
2338
|
+
method: 'POST',
|
|
2339
|
+
url: '/api/v1/{region}/bean/prices',
|
|
2338
2340
|
path: {
|
|
2339
|
-
id: data.id,
|
|
2340
2341
|
region: data.region
|
|
2341
2342
|
},
|
|
2343
|
+
body: data.requestBody,
|
|
2344
|
+
mediaType: 'application/json',
|
|
2342
2345
|
errors: {
|
|
2343
|
-
404: '
|
|
2346
|
+
404: 'Currency or quoteCurrency commodity not found',
|
|
2347
|
+
409: 'Price already exists for this currency pair and date'
|
|
2344
2348
|
}
|
|
2345
2349
|
});
|
|
2346
2350
|
}
|
|
2347
|
-
}
|
|
2348
2351
|
|
|
2349
|
-
export class ExpectedTransactionsService {
|
|
2350
2352
|
/**
|
|
2351
|
-
* List
|
|
2352
|
-
* Returns
|
|
2353
|
+
* List user prices
|
|
2354
|
+
* Returns all price entries for the authenticated user with optional filtering
|
|
2353
2355
|
* @param data The data for the request.
|
|
2354
2356
|
* @param data.region Region code for tenant context
|
|
2355
|
-
* @param data.
|
|
2356
|
-
* @param data.
|
|
2357
|
-
* @param data.
|
|
2358
|
-
* @param data.
|
|
2359
|
-
* @
|
|
2357
|
+
* @param data.currency Filter by currency (e.g., BTC, AAPL, USD)
|
|
2358
|
+
* @param data.quoteCurrency Filter by quote currency (pricing currency, e.g., USD, CNY)
|
|
2359
|
+
* @param data.dateFrom Filter prices from this date (ISO 8601 format)
|
|
2360
|
+
* @param data.dateTo Filter prices to this date (ISO 8601 format)
|
|
2361
|
+
* @param data.search Search term for currency or quoteCurrency (case-insensitive partial match)
|
|
2362
|
+
* @param data.page Page number for pagination (default: 1)
|
|
2363
|
+
* @param data.limit Number of items per page (default: 20, max: 100)
|
|
2364
|
+
* @returns PriceListResponseDto Prices retrieved successfully
|
|
2360
2365
|
* @throws ApiError
|
|
2361
2366
|
*/
|
|
2362
|
-
public static
|
|
2363
|
-
data:
|
|
2364
|
-
): CancelablePromise<
|
|
2367
|
+
public static priceControllerFindAll(
|
|
2368
|
+
data: PriceControllerFindAllData
|
|
2369
|
+
): CancelablePromise<PriceControllerFindAllResponse> {
|
|
2365
2370
|
return __request(OpenAPI, {
|
|
2366
2371
|
method: 'GET',
|
|
2367
|
-
url: '/api/v1/{region}/bean/
|
|
2372
|
+
url: '/api/v1/{region}/bean/prices',
|
|
2368
2373
|
path: {
|
|
2369
2374
|
region: data.region
|
|
2370
2375
|
},
|
|
2371
2376
|
query: {
|
|
2372
|
-
|
|
2373
|
-
|
|
2374
|
-
|
|
2375
|
-
|
|
2377
|
+
currency: data.currency,
|
|
2378
|
+
quoteCurrency: data.quoteCurrency,
|
|
2379
|
+
dateFrom: data.dateFrom,
|
|
2380
|
+
dateTo: data.dateTo,
|
|
2381
|
+
search: data.search,
|
|
2382
|
+
page: data.page,
|
|
2383
|
+
limit: data.limit
|
|
2376
2384
|
}
|
|
2377
2385
|
});
|
|
2378
2386
|
}
|
|
2379
2387
|
|
|
2380
2388
|
/**
|
|
2381
|
-
*
|
|
2382
|
-
* Returns
|
|
2389
|
+
* Get price by ID
|
|
2390
|
+
* Returns a single price entry by its ID
|
|
2383
2391
|
* @param data The data for the request.
|
|
2392
|
+
* @param data.id Price ID
|
|
2384
2393
|
* @param data.region Region code for tenant context
|
|
2385
|
-
* @returns
|
|
2394
|
+
* @returns PriceResponseDto Price retrieved successfully
|
|
2386
2395
|
* @throws ApiError
|
|
2387
|
-
*/
|
|
2388
|
-
public static
|
|
2389
|
-
data:
|
|
2390
|
-
): CancelablePromise<
|
|
2396
|
+
*/
|
|
2397
|
+
public static priceControllerFindOne(
|
|
2398
|
+
data: PriceControllerFindOneData
|
|
2399
|
+
): CancelablePromise<PriceControllerFindOneResponse> {
|
|
2391
2400
|
return __request(OpenAPI, {
|
|
2392
2401
|
method: 'GET',
|
|
2393
|
-
url: '/api/v1/{region}/bean/
|
|
2402
|
+
url: '/api/v1/{region}/bean/prices/{id}',
|
|
2394
2403
|
path: {
|
|
2404
|
+
id: data.id,
|
|
2395
2405
|
region: data.region
|
|
2406
|
+
},
|
|
2407
|
+
errors: {
|
|
2408
|
+
404: 'Price not found'
|
|
2396
2409
|
}
|
|
2397
2410
|
});
|
|
2398
2411
|
}
|
|
2399
2412
|
|
|
2400
2413
|
/**
|
|
2401
|
-
*
|
|
2402
|
-
*
|
|
2414
|
+
* Update a price
|
|
2415
|
+
* Updates an existing price entry
|
|
2403
2416
|
* @param data The data for the request.
|
|
2404
|
-
* @param data.id
|
|
2417
|
+
* @param data.id Price ID
|
|
2405
2418
|
* @param data.region Region code for tenant context
|
|
2406
|
-
* @
|
|
2419
|
+
* @param data.requestBody
|
|
2420
|
+
* @returns PriceResponseDto Price updated successfully
|
|
2407
2421
|
* @throws ApiError
|
|
2408
2422
|
*/
|
|
2409
|
-
public static
|
|
2410
|
-
data:
|
|
2411
|
-
): CancelablePromise<
|
|
2423
|
+
public static priceControllerUpdate(
|
|
2424
|
+
data: PriceControllerUpdateData
|
|
2425
|
+
): CancelablePromise<PriceControllerUpdateResponse> {
|
|
2412
2426
|
return __request(OpenAPI, {
|
|
2413
|
-
method: '
|
|
2414
|
-
url: '/api/v1/{region}/bean/
|
|
2427
|
+
method: 'PUT',
|
|
2428
|
+
url: '/api/v1/{region}/bean/prices/{id}',
|
|
2415
2429
|
path: {
|
|
2416
2430
|
id: data.id,
|
|
2417
2431
|
region: data.region
|
|
2418
2432
|
},
|
|
2433
|
+
body: data.requestBody,
|
|
2434
|
+
mediaType: 'application/json',
|
|
2419
2435
|
errors: {
|
|
2420
|
-
404: '
|
|
2436
|
+
404: 'Price not found',
|
|
2437
|
+
409: 'Updated price conflicts with existing price'
|
|
2421
2438
|
}
|
|
2422
2439
|
});
|
|
2423
2440
|
}
|
|
2424
2441
|
|
|
2425
2442
|
/**
|
|
2426
|
-
*
|
|
2427
|
-
*
|
|
2443
|
+
* Delete a price
|
|
2444
|
+
* Deletes a price entry (hard delete)
|
|
2428
2445
|
* @param data The data for the request.
|
|
2429
|
-
* @param data.id
|
|
2446
|
+
* @param data.id Price ID
|
|
2430
2447
|
* @param data.region Region code for tenant context
|
|
2431
|
-
* @returns
|
|
2448
|
+
* @returns void Price deleted successfully
|
|
2432
2449
|
* @throws ApiError
|
|
2433
2450
|
*/
|
|
2434
|
-
public static
|
|
2435
|
-
data:
|
|
2436
|
-
): CancelablePromise<
|
|
2451
|
+
public static priceControllerDelete(
|
|
2452
|
+
data: PriceControllerDeleteData
|
|
2453
|
+
): CancelablePromise<PriceControllerDeleteResponse> {
|
|
2437
2454
|
return __request(OpenAPI, {
|
|
2438
|
-
method: '
|
|
2439
|
-
url: '/api/v1/{region}/bean/
|
|
2455
|
+
method: 'DELETE',
|
|
2456
|
+
url: '/api/v1/{region}/bean/prices/{id}',
|
|
2440
2457
|
path: {
|
|
2441
2458
|
id: data.id,
|
|
2442
2459
|
region: data.region
|
|
2443
2460
|
},
|
|
2444
2461
|
errors: {
|
|
2445
|
-
|
|
2446
|
-
404: 'Expected transaction not found'
|
|
2462
|
+
404: 'Price not found'
|
|
2447
2463
|
}
|
|
2448
2464
|
});
|
|
2449
2465
|
}
|
|
2450
2466
|
|
|
2451
2467
|
/**
|
|
2452
|
-
*
|
|
2453
|
-
*
|
|
2468
|
+
* Bulk create prices
|
|
2469
|
+
* Creates multiple price entries at once (skips duplicates)
|
|
2454
2470
|
* @param data The data for the request.
|
|
2455
|
-
* @param data.id Expected transaction ID
|
|
2456
2471
|
* @param data.region Region code for tenant context
|
|
2457
|
-
* @
|
|
2472
|
+
* @param data.requestBody
|
|
2473
|
+
* @returns PriceResponseDto Prices created successfully
|
|
2458
2474
|
* @throws ApiError
|
|
2459
2475
|
*/
|
|
2460
|
-
public static
|
|
2461
|
-
data:
|
|
2462
|
-
): CancelablePromise<
|
|
2476
|
+
public static priceControllerBulkCreate(
|
|
2477
|
+
data: PriceControllerBulkCreateData
|
|
2478
|
+
): CancelablePromise<PriceControllerBulkCreateResponse> {
|
|
2463
2479
|
return __request(OpenAPI, {
|
|
2464
|
-
method: '
|
|
2465
|
-
url: '/api/v1/{region}/bean/
|
|
2480
|
+
method: 'POST',
|
|
2481
|
+
url: '/api/v1/{region}/bean/prices/bulk',
|
|
2466
2482
|
path: {
|
|
2467
|
-
id: data.id,
|
|
2468
2483
|
region: data.region
|
|
2469
2484
|
},
|
|
2470
|
-
|
|
2471
|
-
|
|
2472
|
-
404: 'Expected transaction not found'
|
|
2473
|
-
}
|
|
2485
|
+
body: data.requestBody,
|
|
2486
|
+
mediaType: 'application/json'
|
|
2474
2487
|
});
|
|
2475
2488
|
}
|
|
2489
|
+
}
|
|
2476
2490
|
|
|
2491
|
+
export class RecurringRulesService {
|
|
2477
2492
|
/**
|
|
2478
|
-
*
|
|
2479
|
-
*
|
|
2493
|
+
* Create a new recurring rule
|
|
2494
|
+
* Creates a new recurring transaction rule for the authenticated user
|
|
2480
2495
|
* @param data The data for the request.
|
|
2481
|
-
* @param data.id Expected transaction ID
|
|
2482
2496
|
* @param data.region Region code for tenant context
|
|
2483
2497
|
* @param data.requestBody
|
|
2484
|
-
* @returns
|
|
2498
|
+
* @returns RecurringRuleResponseDto Rule created successfully
|
|
2485
2499
|
* @throws ApiError
|
|
2486
2500
|
*/
|
|
2487
|
-
public static
|
|
2488
|
-
data:
|
|
2489
|
-
): CancelablePromise<
|
|
2501
|
+
public static recurringRuleControllerCreate(
|
|
2502
|
+
data: RecurringRuleControllerCreateData
|
|
2503
|
+
): CancelablePromise<RecurringRuleControllerCreateResponse> {
|
|
2490
2504
|
return __request(OpenAPI, {
|
|
2491
2505
|
method: 'POST',
|
|
2492
|
-
url: '/api/v1/{region}/bean/
|
|
2506
|
+
url: '/api/v1/{region}/bean/recurring-rules',
|
|
2493
2507
|
path: {
|
|
2494
|
-
id: data.id,
|
|
2495
2508
|
region: data.region
|
|
2496
2509
|
},
|
|
2497
2510
|
body: data.requestBody,
|
|
2498
2511
|
mediaType: 'application/json',
|
|
2499
2512
|
errors: {
|
|
2500
|
-
400: '
|
|
2501
|
-
|
|
2502
|
-
409: 'Actual transaction already matched to another rule'
|
|
2513
|
+
400: 'Invalid input data (e.g., autoCreate without accounts)',
|
|
2514
|
+
409: 'Rule with same name already exists'
|
|
2503
2515
|
}
|
|
2504
2516
|
});
|
|
2505
2517
|
}
|
|
2506
2518
|
|
|
2507
2519
|
/**
|
|
2508
|
-
*
|
|
2509
|
-
*
|
|
2520
|
+
* List recurring rules
|
|
2521
|
+
* Returns all recurring rules for the authenticated user with optional filtering
|
|
2510
2522
|
* @param data The data for the request.
|
|
2511
|
-
* @param data.id Expected transaction ID
|
|
2512
2523
|
* @param data.region Region code for tenant context
|
|
2513
|
-
* @
|
|
2524
|
+
* @param data.isActive Filter by active status
|
|
2525
|
+
* @param data.frequency Filter by frequency (WEEKLY, MONTHLY, etc.)
|
|
2526
|
+
* @param data.hasAutoCreate Filter by autoCreate enabled
|
|
2527
|
+
* @returns RecurringRuleResponseDto Rules retrieved successfully
|
|
2514
2528
|
* @throws ApiError
|
|
2515
2529
|
*/
|
|
2516
|
-
public static
|
|
2517
|
-
data:
|
|
2518
|
-
): CancelablePromise<
|
|
2530
|
+
public static recurringRuleControllerFindAll(
|
|
2531
|
+
data: RecurringRuleControllerFindAllData
|
|
2532
|
+
): CancelablePromise<RecurringRuleControllerFindAllResponse> {
|
|
2519
2533
|
return __request(OpenAPI, {
|
|
2520
|
-
method: '
|
|
2521
|
-
url: '/api/v1/{region}/bean/
|
|
2534
|
+
method: 'GET',
|
|
2535
|
+
url: '/api/v1/{region}/bean/recurring-rules',
|
|
2522
2536
|
path: {
|
|
2523
|
-
id: data.id,
|
|
2524
2537
|
region: data.region
|
|
2525
2538
|
},
|
|
2526
|
-
|
|
2527
|
-
|
|
2528
|
-
|
|
2539
|
+
query: {
|
|
2540
|
+
isActive: data.isActive,
|
|
2541
|
+
frequency: data.frequency,
|
|
2542
|
+
hasAutoCreate: data.hasAutoCreate
|
|
2529
2543
|
}
|
|
2530
2544
|
});
|
|
2531
2545
|
}
|
|
2532
2546
|
|
|
2533
2547
|
/**
|
|
2534
|
-
*
|
|
2535
|
-
*
|
|
2548
|
+
* Create recurring rule from transaction
|
|
2549
|
+
* Auto-creates a recurring rule using transaction data. User only confirms frequency.
|
|
2536
2550
|
* @param data The data for the request.
|
|
2537
|
-
* @param data.
|
|
2551
|
+
* @param data.transactionId Source transaction ID
|
|
2538
2552
|
* @param data.region Region code for tenant context
|
|
2539
2553
|
* @param data.requestBody
|
|
2540
|
-
* @returns
|
|
2554
|
+
* @returns RecurringRuleResponseDto Rule created successfully
|
|
2541
2555
|
* @throws ApiError
|
|
2542
2556
|
*/
|
|
2543
|
-
public static
|
|
2544
|
-
data:
|
|
2545
|
-
): CancelablePromise<
|
|
2557
|
+
public static recurringRuleControllerCreateFromTransaction(
|
|
2558
|
+
data: RecurringRuleControllerCreateFromTransactionData
|
|
2559
|
+
): CancelablePromise<RecurringRuleControllerCreateFromTransactionResponse> {
|
|
2546
2560
|
return __request(OpenAPI, {
|
|
2547
2561
|
method: 'POST',
|
|
2548
|
-
url: '/api/v1/{region}/bean/
|
|
2562
|
+
url: '/api/v1/{region}/bean/recurring-rules/from-transaction/{transactionId}',
|
|
2549
2563
|
path: {
|
|
2550
|
-
|
|
2564
|
+
transactionId: data.transactionId,
|
|
2551
2565
|
region: data.region
|
|
2552
2566
|
},
|
|
2553
2567
|
body: data.requestBody,
|
|
2554
2568
|
mediaType: 'application/json',
|
|
2555
2569
|
errors: {
|
|
2556
|
-
|
|
2557
|
-
|
|
2570
|
+
404: 'Transaction not found',
|
|
2571
|
+
409: 'Rule with same name already exists or transaction already linked'
|
|
2558
2572
|
}
|
|
2559
2573
|
});
|
|
2560
2574
|
}
|
|
2561
|
-
}
|
|
2562
2575
|
|
|
2563
|
-
export class RecurringForecastService {
|
|
2564
2576
|
/**
|
|
2565
|
-
* Get
|
|
2566
|
-
* Returns
|
|
2577
|
+
* Get recurring rule by ID
|
|
2578
|
+
* Returns a specific recurring rule with its details
|
|
2567
2579
|
* @param data The data for the request.
|
|
2580
|
+
* @param data.id Rule ID
|
|
2568
2581
|
* @param data.region Region code for tenant context
|
|
2569
|
-
* @
|
|
2570
|
-
* @returns ForecastResponseDto Forecast retrieved successfully
|
|
2582
|
+
* @returns RecurringRuleResponseDto Rule retrieved successfully
|
|
2571
2583
|
* @throws ApiError
|
|
2572
2584
|
*/
|
|
2573
|
-
public static
|
|
2574
|
-
data:
|
|
2575
|
-
): CancelablePromise<
|
|
2585
|
+
public static recurringRuleControllerFindOne(
|
|
2586
|
+
data: RecurringRuleControllerFindOneData
|
|
2587
|
+
): CancelablePromise<RecurringRuleControllerFindOneResponse> {
|
|
2576
2588
|
return __request(OpenAPI, {
|
|
2577
2589
|
method: 'GET',
|
|
2578
|
-
url: '/api/v1/{region}/bean/recurring/
|
|
2590
|
+
url: '/api/v1/{region}/bean/recurring-rules/{id}',
|
|
2579
2591
|
path: {
|
|
2592
|
+
id: data.id,
|
|
2580
2593
|
region: data.region
|
|
2581
2594
|
},
|
|
2582
|
-
|
|
2583
|
-
|
|
2595
|
+
errors: {
|
|
2596
|
+
404: 'Rule not found'
|
|
2584
2597
|
}
|
|
2585
2598
|
});
|
|
2586
2599
|
}
|
|
2587
|
-
}
|
|
2588
2600
|
|
|
2589
|
-
export class BeanTransactionRulesService {
|
|
2590
2601
|
/**
|
|
2591
|
-
*
|
|
2592
|
-
*
|
|
2602
|
+
* Update recurring rule
|
|
2603
|
+
* Updates an existing recurring rule
|
|
2593
2604
|
* @param data The data for the request.
|
|
2605
|
+
* @param data.id Rule ID
|
|
2594
2606
|
* @param data.region Region code for tenant context
|
|
2595
2607
|
* @param data.requestBody
|
|
2596
|
-
* @returns
|
|
2608
|
+
* @returns RecurringRuleResponseDto Rule updated successfully
|
|
2597
2609
|
* @throws ApiError
|
|
2598
2610
|
*/
|
|
2599
|
-
public static
|
|
2600
|
-
data:
|
|
2601
|
-
): CancelablePromise<
|
|
2611
|
+
public static recurringRuleControllerUpdate(
|
|
2612
|
+
data: RecurringRuleControllerUpdateData
|
|
2613
|
+
): CancelablePromise<RecurringRuleControllerUpdateResponse> {
|
|
2602
2614
|
return __request(OpenAPI, {
|
|
2603
|
-
method: '
|
|
2604
|
-
url: '/api/v1/{region}/bean/
|
|
2615
|
+
method: 'PATCH',
|
|
2616
|
+
url: '/api/v1/{region}/bean/recurring-rules/{id}',
|
|
2605
2617
|
path: {
|
|
2618
|
+
id: data.id,
|
|
2606
2619
|
region: data.region
|
|
2607
2620
|
},
|
|
2608
2621
|
body: data.requestBody,
|
|
2609
2622
|
mediaType: 'application/json',
|
|
2610
2623
|
errors: {
|
|
2611
|
-
400: '
|
|
2612
|
-
|
|
2613
|
-
409: 'Resource conflict - another process is updating this rule'
|
|
2624
|
+
400: 'Invalid input data',
|
|
2625
|
+
404: 'Rule not found'
|
|
2614
2626
|
}
|
|
2615
2627
|
});
|
|
2616
2628
|
}
|
|
2617
2629
|
|
|
2618
2630
|
/**
|
|
2619
|
-
*
|
|
2631
|
+
* Delete recurring rule
|
|
2632
|
+
* Soft deletes a recurring rule (sets isActive to false)
|
|
2620
2633
|
* @param data The data for the request.
|
|
2634
|
+
* @param data.id Rule ID
|
|
2621
2635
|
* @param data.region Region code for tenant context
|
|
2622
|
-
* @
|
|
2623
|
-
* @param data.offset Pagination offset (default: 0)
|
|
2624
|
-
* @param data.enabled Filter by enabled status
|
|
2625
|
-
* @param data.learningSource Filter by learning source. Omit this parameter or pass empty string to get manually created rules (learningSource is null in database).
|
|
2626
|
-
* @param data.autoApplyEnabled Filter by auto-apply status
|
|
2627
|
-
* @returns TransactionRuleListResponseDto List of rules
|
|
2636
|
+
* @returns void Rule deleted successfully
|
|
2628
2637
|
* @throws ApiError
|
|
2629
2638
|
*/
|
|
2630
|
-
public static
|
|
2631
|
-
data:
|
|
2632
|
-
): CancelablePromise<
|
|
2639
|
+
public static recurringRuleControllerDelete(
|
|
2640
|
+
data: RecurringRuleControllerDeleteData
|
|
2641
|
+
): CancelablePromise<RecurringRuleControllerDeleteResponse> {
|
|
2633
2642
|
return __request(OpenAPI, {
|
|
2634
|
-
method: '
|
|
2635
|
-
url: '/api/v1/{region}/bean/
|
|
2643
|
+
method: 'DELETE',
|
|
2644
|
+
url: '/api/v1/{region}/bean/recurring-rules/{id}',
|
|
2636
2645
|
path: {
|
|
2646
|
+
id: data.id,
|
|
2637
2647
|
region: data.region
|
|
2638
2648
|
},
|
|
2639
|
-
|
|
2640
|
-
|
|
2641
|
-
|
|
2642
|
-
|
|
2643
|
-
|
|
2644
|
-
|
|
2649
|
+
errors: {
|
|
2650
|
+
404: 'Rule not found'
|
|
2651
|
+
}
|
|
2652
|
+
});
|
|
2653
|
+
}
|
|
2654
|
+
|
|
2655
|
+
/**
|
|
2656
|
+
* Get rule with statistics
|
|
2657
|
+
* Returns a rule with pending/overdue counts and next expected date
|
|
2658
|
+
* @param data The data for the request.
|
|
2659
|
+
* @param data.id Rule ID
|
|
2660
|
+
* @param data.region Region code for tenant context
|
|
2661
|
+
* @returns RecurringRuleWithStatsResponseDto Rule with stats retrieved successfully
|
|
2662
|
+
* @throws ApiError
|
|
2663
|
+
*/
|
|
2664
|
+
public static recurringRuleControllerGetWithStats(
|
|
2665
|
+
data: RecurringRuleControllerGetWithStatsData
|
|
2666
|
+
): CancelablePromise<RecurringRuleControllerGetWithStatsResponse> {
|
|
2667
|
+
return __request(OpenAPI, {
|
|
2668
|
+
method: 'GET',
|
|
2669
|
+
url: '/api/v1/{region}/bean/recurring-rules/{id}/stats',
|
|
2670
|
+
path: {
|
|
2671
|
+
id: data.id,
|
|
2672
|
+
region: data.region
|
|
2645
2673
|
},
|
|
2646
2674
|
errors: {
|
|
2647
|
-
|
|
2675
|
+
404: 'Rule not found'
|
|
2648
2676
|
}
|
|
2649
2677
|
});
|
|
2650
2678
|
}
|
|
2679
|
+
}
|
|
2651
2680
|
|
|
2681
|
+
export class ExpectedTransactionsService {
|
|
2652
2682
|
/**
|
|
2653
|
-
*
|
|
2683
|
+
* List expected transactions
|
|
2684
|
+
* Returns expected transactions for the authenticated user with optional filtering
|
|
2654
2685
|
* @param data The data for the request.
|
|
2655
2686
|
* @param data.region Region code for tenant context
|
|
2656
|
-
* @param data.
|
|
2657
|
-
* @
|
|
2687
|
+
* @param data.ruleId Filter by recurring rule ID
|
|
2688
|
+
* @param data.status Filter by status (PENDING, COMPLETED, SKIPPED)
|
|
2689
|
+
* @param data.fromDate Filter by date range start (YYYY-MM-DD)
|
|
2690
|
+
* @param data.toDate Filter by date range end (YYYY-MM-DD)
|
|
2691
|
+
* @returns ExpectedTransactionListResponseDto Expected transactions retrieved successfully
|
|
2658
2692
|
* @throws ApiError
|
|
2659
2693
|
*/
|
|
2660
|
-
public static
|
|
2661
|
-
data:
|
|
2662
|
-
): CancelablePromise<
|
|
2694
|
+
public static expectedTransactionControllerFindAll(
|
|
2695
|
+
data: ExpectedTransactionControllerFindAllData
|
|
2696
|
+
): CancelablePromise<ExpectedTransactionControllerFindAllResponse> {
|
|
2663
2697
|
return __request(OpenAPI, {
|
|
2664
|
-
method: '
|
|
2665
|
-
url: '/api/v1/{region}/bean/
|
|
2698
|
+
method: 'GET',
|
|
2699
|
+
url: '/api/v1/{region}/bean/expected-transactions',
|
|
2666
2700
|
path: {
|
|
2667
2701
|
region: data.region
|
|
2668
2702
|
},
|
|
2669
|
-
|
|
2670
|
-
|
|
2671
|
-
|
|
2672
|
-
|
|
2673
|
-
|
|
2703
|
+
query: {
|
|
2704
|
+
ruleId: data.ruleId,
|
|
2705
|
+
status: data.status,
|
|
2706
|
+
fromDate: data.fromDate,
|
|
2707
|
+
toDate: data.toDate
|
|
2674
2708
|
}
|
|
2675
2709
|
});
|
|
2676
2710
|
}
|
|
2677
2711
|
|
|
2678
2712
|
/**
|
|
2679
|
-
*
|
|
2713
|
+
* List overdue expected transactions
|
|
2714
|
+
* Returns all overdue expected transactions (PENDING past tolerance)
|
|
2680
2715
|
* @param data The data for the request.
|
|
2681
2716
|
* @param data.region Region code for tenant context
|
|
2682
|
-
* @
|
|
2683
|
-
* @returns BulkCreateRulesResponseDto Bulk create completed
|
|
2717
|
+
* @returns ExpectedTransactionListResponseDto Overdue transactions retrieved successfully
|
|
2684
2718
|
* @throws ApiError
|
|
2685
2719
|
*/
|
|
2686
|
-
public static
|
|
2687
|
-
data:
|
|
2688
|
-
): CancelablePromise<
|
|
2720
|
+
public static expectedTransactionControllerFindOverdue(
|
|
2721
|
+
data: ExpectedTransactionControllerFindOverdueData
|
|
2722
|
+
): CancelablePromise<ExpectedTransactionControllerFindOverdueResponse> {
|
|
2689
2723
|
return __request(OpenAPI, {
|
|
2690
|
-
method: '
|
|
2691
|
-
url: '/api/v1/{region}/bean/
|
|
2724
|
+
method: 'GET',
|
|
2725
|
+
url: '/api/v1/{region}/bean/expected-transactions/overdue',
|
|
2692
2726
|
path: {
|
|
2693
2727
|
region: data.region
|
|
2694
|
-
},
|
|
2695
|
-
body: data.requestBody,
|
|
2696
|
-
mediaType: 'application/json',
|
|
2697
|
-
errors: {
|
|
2698
|
-
400: 'Invalid bulk create data',
|
|
2699
|
-
401: 'Unauthorized'
|
|
2700
2728
|
}
|
|
2701
2729
|
});
|
|
2702
2730
|
}
|
|
2703
2731
|
|
|
2704
2732
|
/**
|
|
2705
|
-
*
|
|
2733
|
+
* Get expected transaction by ID
|
|
2734
|
+
* Returns a specific expected transaction with rule details
|
|
2706
2735
|
* @param data The data for the request.
|
|
2707
|
-
* @param data.
|
|
2736
|
+
* @param data.id Expected transaction ID
|
|
2708
2737
|
* @param data.region Region code for tenant context
|
|
2709
|
-
* @returns
|
|
2738
|
+
* @returns ExpectedTransactionResponseDto Expected transaction retrieved successfully
|
|
2710
2739
|
* @throws ApiError
|
|
2711
2740
|
*/
|
|
2712
|
-
public static
|
|
2713
|
-
data:
|
|
2714
|
-
): CancelablePromise<
|
|
2741
|
+
public static expectedTransactionControllerFindOne(
|
|
2742
|
+
data: ExpectedTransactionControllerFindOneData
|
|
2743
|
+
): CancelablePromise<ExpectedTransactionControllerFindOneResponse> {
|
|
2715
2744
|
return __request(OpenAPI, {
|
|
2716
2745
|
method: 'GET',
|
|
2717
|
-
url: '/api/v1/{region}/bean/
|
|
2746
|
+
url: '/api/v1/{region}/bean/expected-transactions/{id}',
|
|
2718
2747
|
path: {
|
|
2719
|
-
|
|
2748
|
+
id: data.id,
|
|
2720
2749
|
region: data.region
|
|
2721
2750
|
},
|
|
2722
2751
|
errors: {
|
|
2723
|
-
|
|
2724
|
-
401: 'Unauthorized'
|
|
2752
|
+
404: 'Expected transaction not found'
|
|
2725
2753
|
}
|
|
2726
2754
|
});
|
|
2727
2755
|
}
|
|
2728
2756
|
|
|
2729
2757
|
/**
|
|
2730
|
-
*
|
|
2758
|
+
* Skip expected transaction
|
|
2759
|
+
* Marks an expected transaction as skipped (PENDING -> SKIPPED)
|
|
2731
2760
|
* @param data The data for the request.
|
|
2732
|
-
* @param data.
|
|
2761
|
+
* @param data.id Expected transaction ID
|
|
2733
2762
|
* @param data.region Region code for tenant context
|
|
2734
|
-
* @returns
|
|
2763
|
+
* @returns ExpectedTransactionResponseDto Expected transaction skipped successfully
|
|
2735
2764
|
* @throws ApiError
|
|
2736
2765
|
*/
|
|
2737
|
-
public static
|
|
2738
|
-
data:
|
|
2739
|
-
): CancelablePromise<
|
|
2766
|
+
public static expectedTransactionControllerSkip(
|
|
2767
|
+
data: ExpectedTransactionControllerSkipData
|
|
2768
|
+
): CancelablePromise<ExpectedTransactionControllerSkipResponse> {
|
|
2740
2769
|
return __request(OpenAPI, {
|
|
2741
|
-
method: '
|
|
2742
|
-
url: '/api/v1/{region}/bean/
|
|
2770
|
+
method: 'POST',
|
|
2771
|
+
url: '/api/v1/{region}/bean/expected-transactions/{id}/skip',
|
|
2743
2772
|
path: {
|
|
2744
|
-
|
|
2773
|
+
id: data.id,
|
|
2745
2774
|
region: data.region
|
|
2746
2775
|
},
|
|
2747
2776
|
errors: {
|
|
2748
|
-
|
|
2777
|
+
400: 'Cannot skip - not in PENDING status',
|
|
2778
|
+
404: 'Expected transaction not found'
|
|
2749
2779
|
}
|
|
2750
2780
|
});
|
|
2751
2781
|
}
|
|
2752
2782
|
|
|
2753
2783
|
/**
|
|
2754
|
-
*
|
|
2784
|
+
* Undo skip
|
|
2785
|
+
* Reverses a skip operation (SKIPPED -> PENDING)
|
|
2755
2786
|
* @param data The data for the request.
|
|
2756
|
-
* @param data.
|
|
2787
|
+
* @param data.id Expected transaction ID
|
|
2757
2788
|
* @param data.region Region code for tenant context
|
|
2758
|
-
* @returns
|
|
2789
|
+
* @returns void Skip undone successfully
|
|
2759
2790
|
* @throws ApiError
|
|
2760
2791
|
*/
|
|
2761
|
-
public static
|
|
2762
|
-
data:
|
|
2763
|
-
): CancelablePromise<
|
|
2792
|
+
public static expectedTransactionControllerUndoSkip(
|
|
2793
|
+
data: ExpectedTransactionControllerUndoSkipData
|
|
2794
|
+
): CancelablePromise<ExpectedTransactionControllerUndoSkipResponse> {
|
|
2764
2795
|
return __request(OpenAPI, {
|
|
2765
|
-
method: '
|
|
2766
|
-
url: '/api/v1/{region}/bean/
|
|
2796
|
+
method: 'DELETE',
|
|
2797
|
+
url: '/api/v1/{region}/bean/expected-transactions/{id}/skip',
|
|
2767
2798
|
path: {
|
|
2768
|
-
|
|
2799
|
+
id: data.id,
|
|
2769
2800
|
region: data.region
|
|
2770
2801
|
},
|
|
2771
2802
|
errors: {
|
|
2772
|
-
|
|
2773
|
-
|
|
2774
|
-
404: 'Rule not found'
|
|
2803
|
+
400: 'Cannot undo - not in SKIPPED status',
|
|
2804
|
+
404: 'Expected transaction not found'
|
|
2775
2805
|
}
|
|
2776
2806
|
});
|
|
2777
2807
|
}
|
|
2778
2808
|
|
|
2779
2809
|
/**
|
|
2780
|
-
*
|
|
2810
|
+
* Confirm transaction match
|
|
2811
|
+
* Manually matches an expected transaction with an actual transaction
|
|
2781
2812
|
* @param data The data for the request.
|
|
2782
|
-
* @param data.
|
|
2813
|
+
* @param data.id Expected transaction ID
|
|
2783
2814
|
* @param data.region Region code for tenant context
|
|
2784
2815
|
* @param data.requestBody
|
|
2785
|
-
* @returns
|
|
2816
|
+
* @returns unknown Match confirmed successfully
|
|
2786
2817
|
* @throws ApiError
|
|
2787
2818
|
*/
|
|
2788
|
-
public static
|
|
2789
|
-
data:
|
|
2790
|
-
): CancelablePromise<
|
|
2819
|
+
public static expectedTransactionControllerConfirmMatch(
|
|
2820
|
+
data: ExpectedTransactionControllerConfirmMatchData
|
|
2821
|
+
): CancelablePromise<ExpectedTransactionControllerConfirmMatchResponse> {
|
|
2791
2822
|
return __request(OpenAPI, {
|
|
2792
|
-
method: '
|
|
2793
|
-
url: '/api/v1/{region}/bean/
|
|
2823
|
+
method: 'POST',
|
|
2824
|
+
url: '/api/v1/{region}/bean/expected-transactions/{id}/match',
|
|
2794
2825
|
path: {
|
|
2795
|
-
|
|
2826
|
+
id: data.id,
|
|
2796
2827
|
region: data.region
|
|
2797
2828
|
},
|
|
2798
2829
|
body: data.requestBody,
|
|
2799
2830
|
mediaType: 'application/json',
|
|
2800
2831
|
errors: {
|
|
2801
|
-
400: '
|
|
2802
|
-
|
|
2803
|
-
|
|
2804
|
-
404: 'Rule not found',
|
|
2805
|
-
409: 'Resource conflict - rule is being modified by another process'
|
|
2832
|
+
400: 'Cannot match - not in PENDING status',
|
|
2833
|
+
404: 'Expected or actual transaction not found',
|
|
2834
|
+
409: 'Actual transaction already matched to another rule'
|
|
2806
2835
|
}
|
|
2807
2836
|
});
|
|
2808
2837
|
}
|
|
2809
2838
|
|
|
2810
2839
|
/**
|
|
2811
|
-
*
|
|
2840
|
+
* Unmatch transaction
|
|
2841
|
+
* Removes the match between expected and actual transaction (COMPLETED -> PENDING)
|
|
2812
2842
|
* @param data The data for the request.
|
|
2813
|
-
* @param data.
|
|
2843
|
+
* @param data.id Expected transaction ID
|
|
2814
2844
|
* @param data.region Region code for tenant context
|
|
2815
|
-
* @returns void
|
|
2845
|
+
* @returns void Match removed successfully
|
|
2816
2846
|
* @throws ApiError
|
|
2817
2847
|
*/
|
|
2818
|
-
public static
|
|
2819
|
-
data:
|
|
2820
|
-
): CancelablePromise<
|
|
2848
|
+
public static expectedTransactionControllerUnmatch(
|
|
2849
|
+
data: ExpectedTransactionControllerUnmatchData
|
|
2850
|
+
): CancelablePromise<ExpectedTransactionControllerUnmatchResponse> {
|
|
2821
2851
|
return __request(OpenAPI, {
|
|
2822
2852
|
method: 'DELETE',
|
|
2823
|
-
url: '/api/v1/{region}/bean/
|
|
2853
|
+
url: '/api/v1/{region}/bean/expected-transactions/{id}/match',
|
|
2824
2854
|
path: {
|
|
2825
|
-
|
|
2855
|
+
id: data.id,
|
|
2826
2856
|
region: data.region
|
|
2827
2857
|
},
|
|
2828
2858
|
errors: {
|
|
2829
|
-
|
|
2830
|
-
|
|
2831
|
-
404: 'Rule not found',
|
|
2832
|
-
409: 'Resource conflict - rule is being modified by another process'
|
|
2859
|
+
400: 'Cannot unmatch - not in COMPLETED status',
|
|
2860
|
+
404: 'Expected transaction not found'
|
|
2833
2861
|
}
|
|
2834
2862
|
});
|
|
2835
2863
|
}
|
|
2836
2864
|
|
|
2837
2865
|
/**
|
|
2838
|
-
*
|
|
2866
|
+
* Enter Now
|
|
2867
|
+
* Creates an actual transaction for an expected transaction (YNAB-style Enter Now)
|
|
2839
2868
|
* @param data The data for the request.
|
|
2840
|
-
* @param data.
|
|
2869
|
+
* @param data.id Expected transaction ID
|
|
2841
2870
|
* @param data.region Region code for tenant context
|
|
2842
2871
|
* @param data.requestBody
|
|
2843
|
-
* @returns
|
|
2872
|
+
* @returns unknown Transaction created successfully
|
|
2844
2873
|
* @throws ApiError
|
|
2845
2874
|
*/
|
|
2846
|
-
public static
|
|
2847
|
-
data:
|
|
2848
|
-
): CancelablePromise<
|
|
2875
|
+
public static expectedTransactionControllerEnterNow(
|
|
2876
|
+
data: ExpectedTransactionControllerEnterNowData
|
|
2877
|
+
): CancelablePromise<ExpectedTransactionControllerEnterNowResponse> {
|
|
2849
2878
|
return __request(OpenAPI, {
|
|
2850
2879
|
method: 'POST',
|
|
2851
|
-
url: '/api/v1/{region}/bean/
|
|
2880
|
+
url: '/api/v1/{region}/bean/expected-transactions/{id}/enter',
|
|
2852
2881
|
path: {
|
|
2853
|
-
|
|
2882
|
+
id: data.id,
|
|
2854
2883
|
region: data.region
|
|
2855
2884
|
},
|
|
2856
2885
|
body: data.requestBody,
|
|
2857
2886
|
mediaType: 'application/json',
|
|
2858
2887
|
errors: {
|
|
2859
|
-
|
|
2860
|
-
|
|
2861
|
-
|
|
2888
|
+
400: 'Cannot enter - not in PENDING status or missing accounts',
|
|
2889
|
+
404: 'Expected transaction or accounts not found'
|
|
2890
|
+
}
|
|
2891
|
+
});
|
|
2892
|
+
}
|
|
2893
|
+
}
|
|
2894
|
+
|
|
2895
|
+
export class RecurringForecastService {
|
|
2896
|
+
/**
|
|
2897
|
+
* Get cash flow forecast
|
|
2898
|
+
* Returns predicted outflows for the next N months based on active recurring rules
|
|
2899
|
+
* @param data The data for the request.
|
|
2900
|
+
* @param data.region Region code for tenant context
|
|
2901
|
+
* @param data.months Number of months to forecast (1-12, default 3)
|
|
2902
|
+
* @returns ForecastResponseDto Forecast retrieved successfully
|
|
2903
|
+
* @throws ApiError
|
|
2904
|
+
*/
|
|
2905
|
+
public static forecastControllerGetForecast(
|
|
2906
|
+
data: ForecastControllerGetForecastData
|
|
2907
|
+
): CancelablePromise<ForecastControllerGetForecastResponse> {
|
|
2908
|
+
return __request(OpenAPI, {
|
|
2909
|
+
method: 'GET',
|
|
2910
|
+
url: '/api/v1/{region}/bean/recurring/forecast',
|
|
2911
|
+
path: {
|
|
2912
|
+
region: data.region
|
|
2913
|
+
},
|
|
2914
|
+
query: {
|
|
2915
|
+
months: data.months
|
|
2862
2916
|
}
|
|
2863
2917
|
});
|
|
2864
2918
|
}
|
|
@@ -3204,13 +3258,20 @@ export class BeanExportService {
|
|
|
3204
3258
|
/**
|
|
3205
3259
|
* Export Beancount ledger as ZIP
|
|
3206
3260
|
* Export all user Beancount data as a ZIP file containing ledger.beancount and yearly files in community format.
|
|
3261
|
+
* @param data The data for the request.
|
|
3262
|
+
* @param data.region Region code for tenant context
|
|
3207
3263
|
* @returns binary ZIP archive (application/zip) streamed as an attachment
|
|
3208
3264
|
* @throws ApiError
|
|
3209
3265
|
*/
|
|
3210
|
-
public static exportControllerExportBeancount(
|
|
3266
|
+
public static exportControllerExportBeancount(
|
|
3267
|
+
data: ExportControllerExportBeancountData
|
|
3268
|
+
): CancelablePromise<ExportControllerExportBeancountResponse> {
|
|
3211
3269
|
return __request(OpenAPI, {
|
|
3212
3270
|
method: 'GET',
|
|
3213
|
-
url: '/api/v1/{region}/bean/export/beancount'
|
|
3271
|
+
url: '/api/v1/{region}/bean/export/beancount',
|
|
3272
|
+
path: {
|
|
3273
|
+
region: data.region
|
|
3274
|
+
}
|
|
3214
3275
|
});
|
|
3215
3276
|
}
|
|
3216
3277
|
}
|
|
@@ -3247,7 +3308,7 @@ export class BeanImportService {
|
|
|
3247
3308
|
|
|
3248
3309
|
/**
|
|
3249
3310
|
* Identify file type
|
|
3250
|
-
*
|
|
3311
|
+
* Server-side importer identification has been removed (ADR-0101); file matching is handled client-side via the community parser pipeline. Always returns identified=false with an explanatory message; kept for backward compatibility. Does not perform actual import.
|
|
3251
3312
|
* @param data The data for the request.
|
|
3252
3313
|
* @param data.region Region code for tenant context
|
|
3253
3314
|
* @param data.formData File to identify
|
|
@@ -3996,6 +4057,34 @@ export class DashboardService {
|
|
|
3996
4057
|
}
|
|
3997
4058
|
});
|
|
3998
4059
|
}
|
|
4060
|
+
|
|
4061
|
+
/**
|
|
4062
|
+
* Get the composite P8 advisor context
|
|
4063
|
+
* Assembles the P8 data context in one call: net worth (verbatim GET /dashboard/net-worth shape, user base currency semantics per ADR-0070), trailing-12m flow totals over the 12 calendar months including the as-of month, and top-3 expense categories by account-path leaf key — both flow blocks priced in CNY per the P8 contract. The P8 snake_case field spellings (as_of, net_worth, trailing_12m) are mapped by the consumer; the wire keeps the family camelCase
|
|
4064
|
+
* @param data The data for the request.
|
|
4065
|
+
* @param data.region Region code for tenant context
|
|
4066
|
+
* @param data.date As-of date for the snapshot and the trailing-12m window anchor (ISO 8601 format)
|
|
4067
|
+
* @returns AdvisorContextResponseDto Advisor context retrieved successfully
|
|
4068
|
+
* @throws ApiError
|
|
4069
|
+
*/
|
|
4070
|
+
public static dashboardControllerGetAdvisorContext(
|
|
4071
|
+
data: DashboardControllerGetAdvisorContextData
|
|
4072
|
+
): CancelablePromise<DashboardControllerGetAdvisorContextResponse> {
|
|
4073
|
+
return __request(OpenAPI, {
|
|
4074
|
+
method: 'GET',
|
|
4075
|
+
url: '/api/v1/{region}/dashboard/advisor-context',
|
|
4076
|
+
path: {
|
|
4077
|
+
region: data.region
|
|
4078
|
+
},
|
|
4079
|
+
query: {
|
|
4080
|
+
date: data.date
|
|
4081
|
+
},
|
|
4082
|
+
errors: {
|
|
4083
|
+
400: 'Invalid date format',
|
|
4084
|
+
401: 'User not authenticated, or the token is not advisor-scoped (exchange via POST /auth/sessions/advisor, #1512)'
|
|
4085
|
+
}
|
|
4086
|
+
});
|
|
4087
|
+
}
|
|
3999
4088
|
}
|
|
4000
4089
|
|
|
4001
4090
|
export class InvestmentService {
|
|
@@ -4071,6 +4160,27 @@ export class AuthService {
|
|
|
4071
4160
|
}
|
|
4072
4161
|
});
|
|
4073
4162
|
}
|
|
4163
|
+
|
|
4164
|
+
/**
|
|
4165
|
+
* Exchange an access token for an advisor-scoped, short-TTL JWT (#1512)
|
|
4166
|
+
* @param data The data for the request.
|
|
4167
|
+
* @param data.requestBody
|
|
4168
|
+
* @returns AdvisorLoginResponseDto Advisor-scope login successful — the token is valid only on advisor tool-face endpoints (e.g. GET /:region/dashboard/advisor-context)
|
|
4169
|
+
* @throws ApiError
|
|
4170
|
+
*/
|
|
4171
|
+
public static authControllerAdvisorTokenLogin(
|
|
4172
|
+
data: AuthControllerAdvisorTokenLoginData
|
|
4173
|
+
): CancelablePromise<AuthControllerAdvisorTokenLoginResponse> {
|
|
4174
|
+
return __request(OpenAPI, {
|
|
4175
|
+
method: 'POST',
|
|
4176
|
+
url: '/api/v1/auth/sessions/advisor',
|
|
4177
|
+
body: data.requestBody,
|
|
4178
|
+
mediaType: 'application/json',
|
|
4179
|
+
errors: {
|
|
4180
|
+
401: 'Invalid access token'
|
|
4181
|
+
}
|
|
4182
|
+
});
|
|
4183
|
+
}
|
|
4074
4184
|
}
|
|
4075
4185
|
|
|
4076
4186
|
export class CommunityService {
|
|
@@ -4287,7 +4397,7 @@ export class MarketDataService {
|
|
|
4287
4397
|
* @param data The data for the request.
|
|
4288
4398
|
* @param data.q Search term — matched against symbol and instrument name. Empty string returns [].
|
|
4289
4399
|
* @param data.limit Maximum number of results (clamped 1..50)
|
|
4290
|
-
* @param data.exchange Filter by exchange code (e.g. US, HK, SS, SZ)
|
|
4400
|
+
* @param data.exchange Filter by exchange code (e.g. US, HK, SS, SZ). A-share codes also match symbol notations and venue-code aliases (exchange=SS matches SH/SHH column values and bare 6-digit Shanghai symbols; SZ likewise)
|
|
4291
4401
|
* @param data.assetType Filter by OpenBB asset_type (e.g. stock, etf)
|
|
4292
4402
|
* @returns SymbolSearchResultDto Ranked search results
|
|
4293
4403
|
* @throws ApiError
|