@firela/api-types 0.0.0-canary.d868bd83 → 0.0.0-canary.d8e58c5

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@@ -57,6 +57,48 @@ 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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+ 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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  PayeeControllerCreateData,
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  PayeeControllerCreateResponse,
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  PayeeControllerFindAllData,
@@ -85,6 +127,7 @@ 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,
@@ -99,6 +142,14 @@ import type {
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  CommodityControllerGetOrCreateResponse,
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  CommodityControllerBulkCreateData,
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  CommodityControllerBulkCreateResponse,
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+ ReportingControllerGetPortfolioTrendsData,
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+ ReportingControllerGetPortfolioTrendsResponse,
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+ ReportingControllerGetCashFlowTrendsData,
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+ ReportingControllerGetCashFlowTrendsResponse,
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+ ReportingControllerGenerateSnapshotData,
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+ ReportingControllerGenerateSnapshotResponse,
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+ ReportingControllerBackfillSnapshotsData,
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+ ReportingControllerBackfillSnapshotsResponse,
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  PriceControllerCreateData,
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  PriceControllerCreateResponse,
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  PriceControllerFindAllData,
@@ -143,56 +194,8 @@ import type {
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  ExpectedTransactionControllerEnterNowResponse,
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  ForecastControllerGetForecastData,
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  ForecastControllerGetForecastResponse,
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- ReportingControllerGetPortfolioTrendsData,
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- ReportingControllerGetPortfolioTrendsResponse,
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- ReportingControllerGetCashFlowTrendsData,
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- ReportingControllerGetCashFlowTrendsResponse,
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- ReportingControllerGenerateSnapshotData,
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- ReportingControllerGenerateSnapshotResponse,
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- ReportingControllerBackfillSnapshotsData,
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- ReportingControllerBackfillSnapshotsResponse,
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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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- 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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  EventControllerCreateResponse,
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  EventControllerFindAllData,
@@ -215,6 +218,7 @@ 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,
@@ -261,6 +265,8 @@ import type {
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  PlatformControllerGetPlatformListResponse,
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  PlatformControllerMatchPlatformsData,
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  PlatformControllerMatchPlatformsResponse,
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+ PlatformControllerGetPlatformStandardsData,
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+ PlatformControllerGetPlatformStandardsResponse,
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  PlatformControllerUpdateData,
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  PlatformControllerUpdateResponse,
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  PlatformControllerDeleteData,
@@ -273,11 +279,17 @@ 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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  ExchangeRateControllerGetExchangeRateData,
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  ExchangeRateControllerGetExchangeRateResponse,
@@ -331,7 +343,7 @@ export class BeanAccountsService {
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  * @param data.type Filter by account type
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  * @param data.status Filter by status
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  * @param data.isCustom Filter by custom (user-created) accounts only
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- * @param data.search Search term for account path
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+ * @param data.search Search term matched against account path and user-set display name (case-insensitive)
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  * @param data.limit Maximum number of results
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  * @param data.offset Number of results to skip
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  * @returns AccountListResponseDto Accounts retrieved successfully
@@ -527,11 +539,11 @@ export class BeanAccountsService {
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  export class BeanAccountStandardsService {
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  /**
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  * Get account templates
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- * Returns predefined account templates for a region. Supports filtering by account type and search term.
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+ * Returns predefined account templates for a region. Supports filtering by account type and search term. Not-yet-open region codes return the universal-only catalog (#759).
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  * @param data The data for the request.
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- * @param data.region Region code (cn, us, de)
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+ * @param data.region Region code (any ISO alpha-2; not-yet-open codes return the universal-only catalog)
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  * @param data.type Filter by account type
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- * @param data.search Search term for path or description
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+ * @param data.search Search term for path, description, aliases, or localized display name
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  * @returns AccountStandardListResponseDto Account templates retrieved successfully
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  * @throws ApiError
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  */
@@ -555,7 +567,7 @@ export class BeanAccountStandardsService {
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  * Get template metadata for an account path
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  * Returns root type for a template path.
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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.region Region code for tenant context. Not-yet-open codes degrade to the universal-only catalog (#759)
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  * @param data.path Account path to check
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  * @returns TemplateMetadataResponseDto Template metadata retrieved successfully
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  * @throws ApiError
@@ -577,9 +589,9 @@ export class BeanAccountStandardsService {
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  /**
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  * Get available regions with hierarchy
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- * Returns supported regions with inheritance metadata
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+ * Returns the full region catalog (every ISO 3166-1 entry) with an 'open' flag and inheritance metadata (#759)
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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.region Region code for tenant context. Not-yet-open codes degrade to the universal-only catalog (#759)
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  * @returns RegionsMetadataResponseDto Regions metadata retrieved successfully
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  * @throws ApiError
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  */
@@ -636,10 +648,11 @@ export class BeanTransactionsService {
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  * @param data.offset Number of items to skip (default: 0)
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  * @param data.dateFrom Filter by start date (inclusive), format: YYYY-MM-DD
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  * @param data.dateTo Filter by end date (inclusive), format: YYYY-MM-DD
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- * @param data.status Filter by transaction status
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+ * @param data.status Filter by transaction status: single value, comma-separated multi-value (e.g. VOIDED,SUPERSEDED), or ALL to include audit rows. Defaults to ACTIVE-only (ADR-0128; previously unfiltered — breaking change).
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  * @param data.search Search in narration and payee fields (max 200 chars)
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  * @param data.accountId Filter by account ID (transactions with postings to this account)
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- * @param data.category Filter by ADR-0075 functional category (Group segment); matches any posting to an Expenses/Income account whose derived Group segment equals this value
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+ * @param data.category Filter by ADR-0075 functional category (Group segment); matches any posting to an account whose derived Group segment equals this value. Must be accompanied by flow (ADR-0126).
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+ * @param data.flow Required when category is present (400 otherwise) and vice versa (ADR-0126). Restricts the category account set to the flow root (income → Income:, expense → Expenses:) and drives the per-leg sign normalization of row viewpointAmount and the summary. OpenAPI cannot express conditional requiredness — the pairing is enforced at runtime.
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  * @returns TransactionListResponseDto Transaction list
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  * @throws ApiError
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  */
@@ -660,7 +673,8 @@ export class BeanTransactionsService {
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  status: data.status,
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  search: data.search,
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  accountId: data.accountId,
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- category: data.category
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+ category: data.category,
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+ flow: data.flow
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  },
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  errors: {
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  400: 'Validation failed',
@@ -1041,1126 +1055,1080 @@ export class BeanReviewsService {
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  }
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  }
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1057
 
1044
- export class BeanPayeesService {
1058
+ export class BeanTransactionRulesService {
1045
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  /**
1046
- * Create a new payee
1047
- * Creates a new payee mapping for the authenticated user. The payee name must be unique within the user's account.
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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 PayeeResponseDto Payee created successfully
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+ * @returns TransactionRuleResponseDto Rule updated successfully (upsert mode)
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  * @throws ApiError
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  */
1053
- public static payeeControllerCreate(
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- data: PayeeControllerCreateData
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- ): CancelablePromise<PayeeControllerCreateResponse> {
1068
+ public static transactionRuleControllerCreate(
1069
+ data: TransactionRuleControllerCreateData
1070
+ ): CancelablePromise<TransactionRuleControllerCreateResponse> {
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1071
  return __request(OpenAPI, {
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  method: 'POST',
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- url: '/api/v1/bean/payees',
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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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1079
  errors: {
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- 400: 'Invalid input data',
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- 409: 'Payee already exists'
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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'
1064
1083
  }
1065
1084
  });
1066
1085
  }
1067
1086
 
1068
1087
  /**
1069
- * List user payees
1070
- * Returns all payee mappings for the authenticated user with optional filtering
1088
+ * Get all transaction rules for user
1071
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  * @param data The data for the request.
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- * @param data.search Search term for payee name (partial match, case-insensitive). Useful for autocomplete.
1073
- * @param data.payee Filter by exact payee name match
1074
- * @param data.category Filter by custom category
1075
- * @param data.tag Filter by custom tag (returns payees that have this tag)
1076
- * @param data.isActive Filter by active status. Defaults to true (show only active payees).
1077
- * @returns PayeeListResponseDto Payees retrieved successfully
1090
+ * @param data.region Region code for tenant context
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+ * @param data.limit Max results per page (default: 20, max: 100)
1092
+ * @param data.offset Pagination offset (default: 0)
1093
+ * @param data.enabled Filter by enabled status
1094
+ * @param data.learningSource Filter by learning source. Omit this parameter or pass empty string to get manually created rules (learningSource is null in database).
1095
+ * @param data.autoApplyEnabled Filter by auto-apply status
1096
+ * @returns TransactionRuleListResponseDto List of rules
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  * @throws ApiError
1079
1098
  */
1080
- public static payeeControllerFindAll(
1081
- data: PayeeControllerFindAllData = {}
1082
- ): CancelablePromise<PayeeControllerFindAllResponse> {
1099
+ public static transactionRuleControllerList(
1100
+ data: TransactionRuleControllerListData
1101
+ ): CancelablePromise<TransactionRuleControllerListResponse> {
1083
1102
  return __request(OpenAPI, {
1084
1103
  method: 'GET',
1085
- url: '/api/v1/bean/payees',
1104
+ url: '/api/v1/{region}/bean/transaction-rules',
1105
+ path: {
1106
+ region: data.region
1107
+ },
1086
1108
  query: {
1087
- search: data.search,
1088
- payee: data.payee,
1089
- category: data.category,
1090
- tag: data.tag,
1091
- isActive: data.isActive
1109
+ limit: data.limit,
1110
+ offset: data.offset,
1111
+ enabled: data.enabled,
1112
+ learningSource: data.learningSource,
1113
+ autoApplyEnabled: data.autoApplyEnabled
1114
+ },
1115
+ errors: {
1116
+ 401: 'Unauthorized'
1092
1117
  }
1093
1118
  });
1094
1119
  }
1095
1120
 
1096
1121
  /**
1097
- * Get payee autocomplete suggestions
1098
- * Returns active payee names matching the query, sorted by recent usage. Used for transaction input autocomplete.
1122
+ * Validate transaction rule configuration
1099
1123
  * @param data The data for the request.
1100
- * @param data.q Search query for payee name (partial match, case-insensitive)
1101
- * @param data.limit Maximum number of suggestions
1102
- * @returns PayeeAutocompleteResponseDto Autocomplete suggestions retrieved successfully
1124
+ * @param data.region Region code for tenant context
1125
+ * @param data.requestBody
1126
+ * @returns ValidateRuleResponseDto Validation result
1103
1127
  * @throws ApiError
1104
1128
  */
1105
- public static payeeControllerAutocomplete(
1106
- data: PayeeControllerAutocompleteData
1107
- ): CancelablePromise<PayeeControllerAutocompleteResponse> {
1129
+ public static transactionRuleControllerValidate(
1130
+ data: TransactionRuleControllerValidateData
1131
+ ): CancelablePromise<TransactionRuleControllerValidateResponse> {
1108
1132
  return __request(OpenAPI, {
1109
- method: 'GET',
1110
- url: '/api/v1/bean/payees/autocomplete',
1111
- query: {
1112
- q: data.q,
1113
- limit: data.limit
1133
+ method: 'POST',
1134
+ url: '/api/v1/{region}/bean/transaction-rules/validate',
1135
+ path: {
1136
+ region: data.region
1137
+ },
1138
+ body: data.requestBody,
1139
+ mediaType: 'application/json',
1140
+ errors: {
1141
+ 400: 'Validation failed',
1142
+ 401: 'Unauthorized'
1114
1143
  }
1115
1144
  });
1116
1145
  }
1117
1146
 
1118
1147
  /**
1119
- * Get top payees by usage
1120
- * Returns the most frequently used payees, sorted by use count. Used for statistics and analytics.
1148
+ * Bulk create transaction rules
1121
1149
  * @param data The data for the request.
1122
- * @param data.limit Maximum number of results
1123
- * @returns PayeeStatsResponseDto Top payees retrieved successfully
1150
+ * @param data.region Region code for tenant context
1151
+ * @param data.requestBody
1152
+ * @returns BulkCreateRulesResponseDto Bulk create completed
1124
1153
  * @throws ApiError
1125
1154
  */
1126
- public static payeeControllerGetTopPayees(
1127
- data: PayeeControllerGetTopPayeesData = {}
1128
- ): CancelablePromise<PayeeControllerGetTopPayeesResponse> {
1155
+ public static transactionRuleControllerBulkCreate(
1156
+ data: TransactionRuleControllerBulkCreateData
1157
+ ): CancelablePromise<TransactionRuleControllerBulkCreateResponse> {
1129
1158
  return __request(OpenAPI, {
1130
- method: 'GET',
1131
- url: '/api/v1/bean/payees/top',
1132
- query: {
1133
- limit: data.limit
1159
+ method: 'POST',
1160
+ url: '/api/v1/{region}/bean/transaction-rules/bulk',
1161
+ path: {
1162
+ region: data.region
1163
+ },
1164
+ body: data.requestBody,
1165
+ mediaType: 'application/json',
1166
+ errors: {
1167
+ 400: 'Invalid bulk create data',
1168
+ 401: 'Unauthorized'
1134
1169
  }
1135
1170
  });
1136
1171
  }
1137
1172
 
1138
1173
  /**
1139
- * Get payee by ID
1140
- * Returns a specific payee mapping by its UUID
1174
+ * Export transaction rules
1141
1175
  * @param data The data for the request.
1142
- * @param data.id Payee UUID
1143
- * @returns PayeeResponseDto Payee retrieved successfully
1176
+ * @param data.format Export format (currently only JSON supported)
1177
+ * @param data.region Region code for tenant context
1178
+ * @returns ExportRulesResponseDto Exported rules
1144
1179
  * @throws ApiError
1145
1180
  */
1146
- public static payeeControllerFindOne(
1147
- data: PayeeControllerFindOneData
1148
- ): CancelablePromise<PayeeControllerFindOneResponse> {
1181
+ public static transactionRuleControllerExport(
1182
+ data: TransactionRuleControllerExportData
1183
+ ): CancelablePromise<TransactionRuleControllerExportResponse> {
1149
1184
  return __request(OpenAPI, {
1150
1185
  method: 'GET',
1151
- url: '/api/v1/bean/payees/{id}',
1186
+ url: '/api/v1/{region}/bean/transaction-rules/export/{format}',
1152
1187
  path: {
1153
- id: data.id
1188
+ format: data.format,
1189
+ region: data.region
1154
1190
  },
1155
1191
  errors: {
1156
- 403: 'Payee belongs to another user',
1157
- 404: 'Payee not found'
1192
+ 400: 'Unsupported format',
1193
+ 401: 'Unauthorized'
1158
1194
  }
1159
1195
  });
1160
1196
  }
1161
1197
 
1162
1198
  /**
1163
- * Update payee
1164
- * Updates a payee mapping. The payee name cannot be changed after creation.
1199
+ * Get transaction rule statistics
1165
1200
  * @param data The data for the request.
1166
- * @param data.id Payee UUID
1167
- * @param data.requestBody
1168
- * @returns PayeeResponseDto Payee updated successfully
1201
+ * @param data.period Statistics time period
1202
+ * @param data.region Region code for tenant context
1203
+ * @returns RuleStatisticsResponseDto Rule statistics
1169
1204
  * @throws ApiError
1170
1205
  */
1171
- public static payeeControllerUpdate(
1172
- data: PayeeControllerUpdateData
1173
- ): CancelablePromise<PayeeControllerUpdateResponse> {
1206
+ public static transactionRuleControllerGetStatistics(
1207
+ data: TransactionRuleControllerGetStatisticsData
1208
+ ): CancelablePromise<TransactionRuleControllerGetStatisticsResponse> {
1174
1209
  return __request(OpenAPI, {
1175
- method: 'PUT',
1176
- url: '/api/v1/bean/payees/{id}',
1210
+ method: 'GET',
1211
+ url: '/api/v1/{region}/bean/transaction-rules/statistics/{period}',
1177
1212
  path: {
1178
- id: data.id
1213
+ period: data.period,
1214
+ region: data.region
1179
1215
  },
1180
- body: data.requestBody,
1181
- mediaType: 'application/json',
1182
1216
  errors: {
1183
- 400: 'Invalid input data',
1184
- 404: 'Payee not found'
1217
+ 401: 'Unauthorized'
1185
1218
  }
1186
1219
  });
1187
1220
  }
1188
1221
 
1189
1222
  /**
1190
- * Delete payee
1191
- * Soft deletes a payee by marking it as inactive. Inactive payees will not appear in autocomplete suggestions.
1223
+ * Get transaction rule detail
1192
1224
  * @param data The data for the request.
1193
- * @param data.id Payee UUID
1194
- * @returns void Payee deleted successfully
1225
+ * @param data.ruleId Rule ID
1226
+ * @param data.region Region code for tenant context
1227
+ * @returns TransactionRuleResponseDto Rule details
1195
1228
  * @throws ApiError
1196
1229
  */
1197
- public static payeeControllerDelete(
1198
- data: PayeeControllerDeleteData
1199
- ): CancelablePromise<PayeeControllerDeleteResponse> {
1230
+ public static transactionRuleControllerGetDetail(
1231
+ data: TransactionRuleControllerGetDetailData
1232
+ ): CancelablePromise<TransactionRuleControllerGetDetailResponse> {
1200
1233
  return __request(OpenAPI, {
1201
- method: 'DELETE',
1202
- url: '/api/v1/bean/payees/{id}',
1234
+ method: 'GET',
1235
+ url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
1203
1236
  path: {
1204
- id: data.id
1237
+ ruleId: data.ruleId,
1238
+ region: data.region
1205
1239
  },
1206
1240
  errors: {
1207
- 404: 'Payee not found'
1241
+ 401: 'Unauthorized',
1242
+ 403: 'Forbidden - not owner of rule',
1243
+ 404: 'Rule not found'
1208
1244
  }
1209
1245
  });
1210
1246
  }
1211
- }
1212
1247
 
1213
- export class AdminPayeeProfilesService {
1214
1248
  /**
1215
- * Create payee profile (Admin only)
1216
- * Creates a new global payee profile. The canonical name must be unique (case-insensitive).
1249
+ * Update a transaction rule
1217
1250
  * @param data The data for the request.
1251
+ * @param data.ruleId Rule ID to update
1252
+ * @param data.region Region code for tenant context
1218
1253
  * @param data.requestBody
1219
- * @returns PayeeProfileResponseDto Payee profile created successfully
1254
+ * @returns TransactionRuleResponseDto Rule updated successfully
1220
1255
  * @throws ApiError
1221
1256
  */
1222
- public static payeeProfileAdminControllerCreate(
1223
- data: PayeeProfileAdminControllerCreateData
1224
- ): CancelablePromise<PayeeProfileAdminControllerCreateResponse> {
1257
+ public static transactionRuleControllerUpdate(
1258
+ data: TransactionRuleControllerUpdateData
1259
+ ): CancelablePromise<TransactionRuleControllerUpdateResponse> {
1225
1260
  return __request(OpenAPI, {
1226
- method: 'POST',
1227
- url: '/api/v1/admin/payee-profiles',
1261
+ method: 'PUT',
1262
+ url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
1263
+ path: {
1264
+ ruleId: data.ruleId,
1265
+ region: data.region
1266
+ },
1228
1267
  body: data.requestBody,
1229
1268
  mediaType: 'application/json',
1230
1269
  errors: {
1231
1270
  400: 'Validation failed',
1232
- 403: 'Admin access required',
1233
- 409: 'Payee profile already exists'
1271
+ 401: 'Unauthorized',
1272
+ 403: 'Forbidden - not owner of rule',
1273
+ 404: 'Rule not found',
1274
+ 409: 'Resource conflict - rule is being modified by another process'
1234
1275
  }
1235
1276
  });
1236
1277
  }
1237
1278
 
1238
1279
  /**
1239
- * List payee profiles (Admin only)
1240
- * Returns all payee profiles with optional filtering by category, country, verification status, etc.
1280
+ * Delete a transaction rule
1241
1281
  * @param data The data for the request.
1242
- * @param data.search Search term for canonical name and aliases (case-insensitive)
1243
- * @param data.category Filter by category
1244
- * @param data.country Filter by country (ISO 3166-1 alpha-2)
1245
- * @param data.isActive Filter by active status (default: true - show only active)
1246
- * @param data.verified Filter by verification status. true = verified only, false = unverified only
1247
- * @param data.dataSource Filter by data source
1248
- * @returns PayeeProfileListResponseDto Payee profiles retrieved successfully
1282
+ * @param data.ruleId Rule ID to delete
1283
+ * @param data.region Region code for tenant context
1284
+ * @returns void Rule deleted successfully
1249
1285
  * @throws ApiError
1250
1286
  */
1251
- public static payeeProfileAdminControllerFindAll(
1252
- data: PayeeProfileAdminControllerFindAllData = {}
1253
- ): CancelablePromise<PayeeProfileAdminControllerFindAllResponse> {
1287
+ public static transactionRuleControllerDelete(
1288
+ data: TransactionRuleControllerDeleteData
1289
+ ): CancelablePromise<TransactionRuleControllerDeleteResponse> {
1254
1290
  return __request(OpenAPI, {
1255
- method: 'GET',
1256
- url: '/api/v1/admin/payee-profiles',
1257
- query: {
1258
- search: data.search,
1259
- category: data.category,
1260
- country: data.country,
1261
- isActive: data.isActive,
1262
- verified: data.verified,
1263
- dataSource: data.dataSource
1291
+ method: 'DELETE',
1292
+ url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
1293
+ path: {
1294
+ ruleId: data.ruleId,
1295
+ region: data.region
1264
1296
  },
1265
1297
  errors: {
1266
- 403: 'Admin access required'
1298
+ 401: 'Unauthorized',
1299
+ 403: 'Forbidden - not owner of rule',
1300
+ 404: 'Rule not found',
1301
+ 409: 'Resource conflict - rule is being modified by another process'
1267
1302
  }
1268
1303
  });
1269
1304
  }
1270
1305
 
1271
1306
  /**
1272
- * Get payee profile by ID (Admin only)
1273
- * Returns a single payee profile by its ID.
1307
+ * Test rule matching
1274
1308
  * @param data The data for the request.
1275
- * @param data.id Payee profile ID (UUID)
1276
- * @returns PayeeProfileResponseDto Payee profile retrieved successfully
1309
+ * @param data.ruleId Rule ID to test
1310
+ * @param data.region Region code for tenant context
1311
+ * @param data.requestBody
1312
+ * @returns TestRuleResponseDto Test result
1277
1313
  * @throws ApiError
1278
1314
  */
1279
- public static payeeProfileAdminControllerFindOne(
1280
- data: PayeeProfileAdminControllerFindOneData
1281
- ): CancelablePromise<PayeeProfileAdminControllerFindOneResponse> {
1315
+ public static transactionRuleControllerTest(
1316
+ data: TransactionRuleControllerTestData
1317
+ ): CancelablePromise<TransactionRuleControllerTestResponse> {
1282
1318
  return __request(OpenAPI, {
1283
- method: 'GET',
1284
- url: '/api/v1/admin/payee-profiles/{id}',
1319
+ method: 'POST',
1320
+ url: '/api/v1/{region}/bean/transaction-rules/{ruleId}/test',
1285
1321
  path: {
1286
- id: data.id
1322
+ ruleId: data.ruleId,
1323
+ region: data.region
1287
1324
  },
1325
+ body: data.requestBody,
1326
+ mediaType: 'application/json',
1288
1327
  errors: {
1289
- 403: 'Admin access required',
1290
- 404: 'Payee profile not found'
1328
+ 401: 'Unauthorized',
1329
+ 403: 'Forbidden - not owner of rule',
1330
+ 404: 'Rule not found'
1291
1331
  }
1292
1332
  });
1293
1333
  }
1334
+ }
1294
1335
 
1336
+ export class UsersService {
1295
1337
  /**
1296
- * Update payee profile (Admin only)
1297
- * Updates an existing payee profile. The canonical name cannot be changed.
1338
+ * Delete own user account
1298
1339
  * @param data The data for the request.
1299
- * @param data.id Payee profile ID (UUID)
1300
1340
  * @param data.requestBody
1301
- * @returns PayeeProfileResponseDto Payee profile updated successfully
1341
+ * @returns void User deleted successfully
1302
1342
  * @throws ApiError
1303
1343
  */
1304
- public static payeeProfileAdminControllerUpdate(
1305
- data: PayeeProfileAdminControllerUpdateData
1306
- ): CancelablePromise<PayeeProfileAdminControllerUpdateResponse> {
1344
+ public static userControllerDeleteOwnUser(
1345
+ data: UserControllerDeleteOwnUserData
1346
+ ): CancelablePromise<UserControllerDeleteOwnUserResponse> {
1307
1347
  return __request(OpenAPI, {
1308
- method: 'PUT',
1309
- url: '/api/v1/admin/payee-profiles/{id}',
1310
- path: {
1311
- id: data.id
1312
- },
1348
+ method: 'DELETE',
1349
+ url: '/api/v1/users',
1313
1350
  body: data.requestBody,
1314
1351
  mediaType: 'application/json',
1315
1352
  errors: {
1316
- 403: 'Admin access required',
1317
- 404: 'Payee profile not found'
1353
+ 403: 'Invalid access token'
1318
1354
  }
1319
1355
  });
1320
1356
  }
1321
1357
 
1322
1358
  /**
1323
- * Soft delete payee profile (Admin only)
1324
- * Marks a payee profile as inactive (soft delete). The profile cannot be deleted if it is referenced by user payees.
1359
+ * Get current authenticated user
1325
1360
  * @param data The data for the request.
1326
- * @param data.id Payee profile ID (UUID)
1327
- * @returns void Payee profile deleted successfully
1361
+ * @param data.acceptLanguage
1362
+ * @returns UserResponseDto User retrieved successfully
1328
1363
  * @throws ApiError
1329
1364
  */
1330
- public static payeeProfileAdminControllerDelete(
1331
- data: PayeeProfileAdminControllerDeleteData
1332
- ): CancelablePromise<PayeeProfileAdminControllerDeleteResponse> {
1365
+ public static userControllerGetUser(
1366
+ data: UserControllerGetUserData
1367
+ ): CancelablePromise<UserControllerGetUserResponse> {
1333
1368
  return __request(OpenAPI, {
1334
- method: 'DELETE',
1335
- url: '/api/v1/admin/payee-profiles/{id}',
1336
- path: {
1337
- id: data.id
1338
- },
1339
- errors: {
1340
- 403: 'Admin access required',
1341
- 404: 'Payee profile not found',
1342
- 409: 'Payee profile is in use and cannot be deleted'
1369
+ method: 'GET',
1370
+ url: '/api/v1/users',
1371
+ headers: {
1372
+ 'accept-language': data.acceptLanguage
1343
1373
  }
1344
1374
  });
1345
1375
  }
1346
1376
 
1347
1377
  /**
1348
- * Verify payee profile (Admin only)
1349
- * Marks a payee profile as verified by setting verifiedAt to current timestamp.
1378
+ * Sign up new user
1379
+ * Create a new account with auto-generated access token. Protected by Cloudflare Turnstile to prevent automated signup (when enabled).
1350
1380
  * @param data The data for the request.
1351
- * @param data.id Payee profile ID (UUID)
1352
- * @returns PayeeProfileResponseDto Payee profile verified successfully
1381
+ * @param data.requestBody
1382
+ * @returns SignupResponseDto User created successfully
1353
1383
  * @throws ApiError
1354
1384
  */
1355
- public static payeeProfileAdminControllerVerify(
1356
- data: PayeeProfileAdminControllerVerifyData
1357
- ): CancelablePromise<PayeeProfileAdminControllerVerifyResponse> {
1385
+ public static userControllerSignupUser(
1386
+ data: UserControllerSignupUserData
1387
+ ): CancelablePromise<UserControllerSignupUserResponse> {
1358
1388
  return __request(OpenAPI, {
1359
1389
  method: 'POST',
1360
- url: '/api/v1/admin/payee-profiles/{id}/verify',
1361
- path: {
1362
- id: data.id
1363
- },
1390
+ url: '/api/v1/users',
1391
+ body: data.requestBody,
1392
+ mediaType: 'application/json',
1364
1393
  errors: {
1365
- 403: 'Admin access required',
1366
- 404: 'Payee profile not found'
1394
+ 400: 'Invalid Turnstile token (when Turnstile is enabled)',
1395
+ 403: 'User signup is disabled'
1367
1396
  }
1368
1397
  });
1369
1398
  }
1370
1399
 
1371
1400
  /**
1372
- * Unverify payee profile (Admin only)
1373
- * Removes verification status by setting verifiedAt to null.
1401
+ * Delete user by ID (admin only)
1374
1402
  * @param data The data for the request.
1375
- * @param data.id Payee profile ID (UUID)
1376
- * @returns PayeeProfileResponseDto Payee profile unverified successfully
1403
+ * @param data.id User ID to delete
1404
+ * @returns void User deleted successfully
1377
1405
  * @throws ApiError
1378
1406
  */
1379
- public static payeeProfileAdminControllerUnverify(
1380
- data: PayeeProfileAdminControllerUnverifyData
1381
- ): CancelablePromise<PayeeProfileAdminControllerUnverifyResponse> {
1407
+ public static userControllerDeleteUser(
1408
+ data: UserControllerDeleteUserData
1409
+ ): CancelablePromise<UserControllerDeleteUserResponse> {
1382
1410
  return __request(OpenAPI, {
1383
1411
  method: 'DELETE',
1384
- url: '/api/v1/admin/payee-profiles/{id}/verify',
1412
+ url: '/api/v1/users/{id}',
1385
1413
  path: {
1386
1414
  id: data.id
1387
1415
  },
1388
1416
  errors: {
1389
- 403: 'Admin access required',
1390
- 404: 'Payee profile not found'
1417
+ 403: 'Cannot delete own account or insufficient permissions'
1391
1418
  }
1392
1419
  });
1393
1420
  }
1394
- }
1395
1421
 
1396
- export class BeanCommoditiesService {
1397
1422
  /**
1398
- * Create a new commodity
1399
- * Creates a new commodity definition for the authenticated user
1423
+ * Get user info by user ID
1400
1424
  * @param data The data for the request.
1401
- * @param data.region Region code for tenant context
1402
- * @param data.requestBody
1403
- * @returns CommodityResponseDto Commodity created successfully
1425
+ * @param data.id User ID
1426
+ * @returns unknown User info retrieved successfully
1404
1427
  * @throws ApiError
1405
1428
  */
1406
- public static commodityControllerCreate(
1407
- data: CommodityControllerCreateData
1408
- ): CancelablePromise<CommodityControllerCreateResponse> {
1429
+ public static userControllerGetUserInfo(
1430
+ data: UserControllerGetUserInfoData
1431
+ ): CancelablePromise<UserControllerGetUserInfoResponse> {
1409
1432
  return __request(OpenAPI, {
1410
- method: 'POST',
1411
- url: '/api/v1/{region}/bean/commodities',
1433
+ method: 'GET',
1434
+ url: '/api/v1/users/{id}/info',
1412
1435
  path: {
1413
- region: data.region
1436
+ id: data.id
1414
1437
  },
1415
- body: data.requestBody,
1438
+ errors: {
1439
+ 403: 'Cannot access other user info without admin permission'
1440
+ }
1441
+ });
1442
+ }
1443
+
1444
+ /**
1445
+ * Update user settings
1446
+ * @param data The data for the request.
1447
+ * @param data.requestBody
1448
+ * @returns unknown Settings updated successfully
1449
+ * @throws ApiError
1450
+ */
1451
+ public static userControllerUpdateUserSetting(
1452
+ data: UserControllerUpdateUserSettingData
1453
+ ): CancelablePromise<UserControllerUpdateUserSettingResponse> {
1454
+ return __request(OpenAPI, {
1455
+ method: 'PUT',
1456
+ url: '/api/v1/users/setting',
1457
+ body: data.requestBody,
1416
1458
  mediaType: 'application/json',
1417
1459
  errors: {
1418
- 400: 'Invalid input data',
1419
- 409: 'Commodity already exists'
1460
+ 403: 'Insufficient permissions'
1420
1461
  }
1421
1462
  });
1422
1463
  }
1423
1464
 
1424
1465
  /**
1425
- * List user commodities
1426
- * Returns all commodity definitions for the authenticated user with optional filtering
1466
+ * Get all user settings paginated (admin only)
1427
1467
  * @param data The data for the request.
1428
- * @param data.region Region code for tenant context
1429
- * @param data.search Search term for symbol or metadata fields (partial match). Searches symbol and metadata.name.
1430
- * @param data.symbol Filter by exact symbol match
1431
- * @returns CommodityListResponseDto Commodities retrieved successfully
1468
+ * @param data.pageNo Page number
1469
+ * @param data.pageSize Page size
1470
+ * @returns unknown Settings list retrieved successfully
1432
1471
  * @throws ApiError
1433
1472
  */
1434
- public static commodityControllerFindAll(
1435
- data: CommodityControllerFindAllData
1436
- ): CancelablePromise<CommodityControllerFindAllResponse> {
1473
+ public static userControllerGetAllUserSettingsByPage(
1474
+ data: UserControllerGetAllUserSettingsByPageData
1475
+ ): CancelablePromise<UserControllerGetAllUserSettingsByPageResponse> {
1437
1476
  return __request(OpenAPI, {
1438
1477
  method: 'GET',
1439
- url: '/api/v1/{region}/bean/commodities',
1440
- path: {
1441
- region: data.region
1442
- },
1478
+ url: '/api/v1/users/settings-by-page',
1443
1479
  query: {
1444
- search: data.search,
1445
- symbol: data.symbol
1480
+ pageNo: data.pageNo,
1481
+ pageSize: data.pageSize
1446
1482
  }
1447
1483
  });
1448
1484
  }
1449
1485
 
1450
1486
  /**
1451
- * Get commodity by symbol
1452
- * Returns a specific commodity definition by its symbol
1453
- * @param data The data for the request.
1454
- * @param data.symbol Commodity symbol
1455
- * @param data.region Region code for tenant context
1456
- * @returns CommodityResponseDto Commodity retrieved successfully
1487
+ * Get asset and liability summary for current user
1488
+ * @returns unknown Summary retrieved successfully
1457
1489
  * @throws ApiError
1458
1490
  */
1459
- public static commodityControllerFindOne(
1460
- data: CommodityControllerFindOneData
1461
- ): CancelablePromise<CommodityControllerFindOneResponse> {
1491
+ public static userControllerGetAssetLiabilitySummary(): CancelablePromise<UserControllerGetAssetLiabilitySummaryResponse> {
1462
1492
  return __request(OpenAPI, {
1463
1493
  method: 'GET',
1464
- url: '/api/v1/{region}/bean/commodities/{symbol}',
1465
- path: {
1466
- symbol: data.symbol,
1467
- region: data.region
1468
- },
1469
- errors: {
1470
- 404: 'Commodity not found'
1471
- }
1494
+ url: '/api/v1/users/asset-liability-summary'
1472
1495
  });
1473
1496
  }
1497
+ }
1474
1498
 
1499
+ export class PropertiesService {
1475
1500
  /**
1476
- * Update commodity
1477
- * Updates an existing commodity definition. Symbol cannot be changed.
1478
- * @param data The data for the request.
1479
- * @param data.symbol Commodity symbol
1480
- * @param data.region Region code for tenant context
1481
- * @param data.requestBody
1482
- * @returns CommodityResponseDto Commodity updated successfully
1501
+ * Get all system properties
1502
+ * @returns unknown Properties retrieved successfully
1483
1503
  * @throws ApiError
1484
1504
  */
1485
- public static commodityControllerUpdate(
1486
- data: CommodityControllerUpdateData
1487
- ): CancelablePromise<CommodityControllerUpdateResponse> {
1505
+ public static propertyControllerGetAll(): CancelablePromise<PropertyControllerGetAllResponse> {
1488
1506
  return __request(OpenAPI, {
1489
- method: 'PUT',
1490
- url: '/api/v1/{region}/bean/commodities/{symbol}',
1491
- path: {
1492
- symbol: data.symbol,
1493
- region: data.region
1494
- },
1495
- body: data.requestBody,
1496
- mediaType: 'application/json',
1507
+ method: 'GET',
1508
+ url: '/api/v1/admin/properties',
1497
1509
  errors: {
1498
- 400: 'Invalid input data',
1499
- 404: 'Commodity not found'
1510
+ 401: 'Unauthorized',
1511
+ 403: 'Forbidden - insufficient permissions'
1500
1512
  }
1501
1513
  });
1502
1514
  }
1503
1515
 
1504
1516
  /**
1505
- * Delete commodity
1506
- * Deletes a commodity definition
1517
+ * Get property by key
1507
1518
  * @param data The data for the request.
1508
- * @param data.symbol Commodity symbol
1509
- * @param data.region Region code for tenant context
1510
- * @returns void Commodity deleted successfully
1519
+ * @param data.key Property key
1520
+ * @returns unknown Property retrieved successfully
1511
1521
  * @throws ApiError
1512
1522
  */
1513
- public static commodityControllerDelete(
1514
- data: CommodityControllerDeleteData
1515
- ): CancelablePromise<CommodityControllerDeleteResponse> {
1523
+ public static propertyControllerGetByKey(
1524
+ data: PropertyControllerGetByKeyData
1525
+ ): CancelablePromise<PropertyControllerGetByKeyResponse> {
1516
1526
  return __request(OpenAPI, {
1517
- method: 'DELETE',
1518
- url: '/api/v1/{region}/bean/commodities/{symbol}',
1527
+ method: 'GET',
1528
+ url: '/api/v1/admin/properties/{key}',
1519
1529
  path: {
1520
- symbol: data.symbol,
1521
- region: data.region
1530
+ key: data.key
1522
1531
  },
1523
1532
  errors: {
1524
- 404: 'Commodity not found'
1533
+ 401: 'Unauthorized',
1534
+ 403: 'Forbidden - insufficient permissions',
1535
+ 404: 'Property not found'
1525
1536
  }
1526
1537
  });
1527
1538
  }
1528
1539
 
1529
1540
  /**
1530
- * Ensure commodity exists
1531
- * Gets existing commodity or creates it with automatic initialization from OpenBB
1541
+ * Update a system property
1532
1542
  * @param data The data for the request.
1533
- * @param data.symbol Commodity symbol
1534
- * @param data.region Region code for tenant context
1535
- * @returns CommodityResponseDto Commodity retrieved or created
1543
+ * @param data.key Property key
1544
+ * @param data.requestBody
1545
+ * @returns unknown Property updated successfully
1536
1546
  * @throws ApiError
1537
1547
  */
1538
- public static commodityControllerGetOrCreate(
1539
- data: CommodityControllerGetOrCreateData
1540
- ): CancelablePromise<CommodityControllerGetOrCreateResponse> {
1548
+ public static propertyControllerUpdate(
1549
+ data: PropertyControllerUpdateData
1550
+ ): CancelablePromise<PropertyControllerUpdateResponse> {
1541
1551
  return __request(OpenAPI, {
1542
- method: 'POST',
1543
- url: '/api/v1/{region}/bean/commodities/{symbol}/ensure',
1552
+ method: 'PUT',
1553
+ url: '/api/v1/admin/properties/{key}',
1544
1554
  path: {
1545
- symbol: data.symbol,
1546
- region: data.region
1555
+ key: data.key
1556
+ },
1557
+ body: data.requestBody,
1558
+ mediaType: 'application/json',
1559
+ errors: {
1560
+ 401: 'Unauthorized',
1561
+ 403: 'Forbidden - insufficient permissions'
1547
1562
  }
1548
1563
  });
1549
1564
  }
1550
1565
 
1551
1566
  /**
1552
- * Bulk create commodities
1553
- * Creates multiple commodities from a list of symbols, useful for initialization
1567
+ * Delete a system property
1554
1568
  * @param data The data for the request.
1555
- * @param data.region Region code for tenant context
1556
- * @returns CommodityResponseDto Commodities created successfully
1569
+ * @param data.key Property key
1570
+ * @returns void Property deleted successfully
1557
1571
  * @throws ApiError
1558
1572
  */
1559
- public static commodityControllerBulkCreate(
1560
- data: CommodityControllerBulkCreateData
1561
- ): CancelablePromise<CommodityControllerBulkCreateResponse> {
1573
+ public static propertyControllerDelete(
1574
+ data: PropertyControllerDeleteData
1575
+ ): CancelablePromise<PropertyControllerDeleteResponse> {
1562
1576
  return __request(OpenAPI, {
1563
- method: 'POST',
1564
- url: '/api/v1/{region}/bean/commodities/bulk',
1577
+ method: 'DELETE',
1578
+ url: '/api/v1/admin/properties/{key}',
1565
1579
  path: {
1566
- region: data.region
1580
+ key: data.key
1581
+ },
1582
+ errors: {
1583
+ 401: 'Unauthorized',
1584
+ 403: 'Forbidden - insufficient permissions',
1585
+ 404: 'Property not found'
1567
1586
  }
1568
1587
  });
1569
1588
  }
1570
1589
  }
1571
1590
 
1572
- export class BeanPricesService {
1591
+ export class BeanPayeesService {
1573
1592
  /**
1574
- * Create a new price
1575
- * Creates a new price entry for the authenticated user
1593
+ * Create a new payee
1594
+ * Creates a new payee mapping for the authenticated user. The payee name must be unique within the user's account.
1576
1595
  * @param data The data for the request.
1577
- * @param data.region Region code for tenant context
1578
1596
  * @param data.requestBody
1579
- * @returns PriceResponseDto Price created successfully
1597
+ * @returns PayeeResponseDto Payee created successfully
1580
1598
  * @throws ApiError
1581
1599
  */
1582
- public static priceControllerCreate(
1583
- data: PriceControllerCreateData
1584
- ): CancelablePromise<PriceControllerCreateResponse> {
1600
+ public static payeeControllerCreate(
1601
+ data: PayeeControllerCreateData
1602
+ ): CancelablePromise<PayeeControllerCreateResponse> {
1585
1603
  return __request(OpenAPI, {
1586
1604
  method: 'POST',
1587
- url: '/api/v1/{region}/bean/prices',
1588
- path: {
1589
- region: data.region
1590
- },
1605
+ url: '/api/v1/bean/payees',
1591
1606
  body: data.requestBody,
1592
1607
  mediaType: 'application/json',
1593
1608
  errors: {
1594
- 404: 'Currency or quoteCurrency commodity not found',
1595
- 409: 'Price already exists for this currency pair and date'
1609
+ 400: 'Invalid input data',
1610
+ 409: 'Payee already exists'
1596
1611
  }
1597
1612
  });
1598
1613
  }
1599
1614
 
1600
1615
  /**
1601
- * List user prices
1602
- * Returns all price entries for the authenticated user with optional filtering
1616
+ * List user payees
1617
+ * Returns all payee mappings for the authenticated user with optional filtering
1603
1618
  * @param data The data for the request.
1604
- * @param data.region Region code for tenant context
1605
- * @param data.currency Filter by currency (e.g., BTC, AAPL, USD)
1606
- * @param data.quoteCurrency Filter by quote currency (pricing currency, e.g., USD, CNY)
1607
- * @param data.dateFrom Filter prices from this date (ISO 8601 format)
1608
- * @param data.dateTo Filter prices to this date (ISO 8601 format)
1609
- * @param data.search Search term for currency or quoteCurrency (case-insensitive partial match)
1610
- * @param data.page Page number for pagination (default: 1)
1611
- * @param data.limit Number of items per page (default: 20, max: 100)
1612
- * @returns PriceListResponseDto Prices retrieved successfully
1619
+ * @param data.search Search term for payee name (partial match, case-insensitive). Useful for autocomplete.
1620
+ * @param data.payee Filter by exact payee name match
1621
+ * @param data.category Filter by custom category
1622
+ * @param data.tag Filter by custom tag (returns payees that have this tag)
1623
+ * @param data.isActive Filter by active status. Defaults to true (show only active payees).
1624
+ * @returns PayeeListResponseDto Payees retrieved successfully
1613
1625
  * @throws ApiError
1614
1626
  */
1615
- public static priceControllerFindAll(
1616
- data: PriceControllerFindAllData
1617
- ): CancelablePromise<PriceControllerFindAllResponse> {
1627
+ public static payeeControllerFindAll(
1628
+ data: PayeeControllerFindAllData = {}
1629
+ ): CancelablePromise<PayeeControllerFindAllResponse> {
1618
1630
  return __request(OpenAPI, {
1619
1631
  method: 'GET',
1620
- url: '/api/v1/{region}/bean/prices',
1621
- path: {
1622
- region: data.region
1623
- },
1632
+ url: '/api/v1/bean/payees',
1624
1633
  query: {
1625
- currency: data.currency,
1626
- quoteCurrency: data.quoteCurrency,
1627
- dateFrom: data.dateFrom,
1628
- dateTo: data.dateTo,
1629
1634
  search: data.search,
1630
- page: data.page,
1631
- limit: data.limit
1635
+ payee: data.payee,
1636
+ category: data.category,
1637
+ tag: data.tag,
1638
+ isActive: data.isActive
1632
1639
  }
1633
1640
  });
1634
1641
  }
1635
1642
 
1636
1643
  /**
1637
- * Get price by ID
1638
- * Returns a single price entry by its ID
1644
+ * Get payee autocomplete suggestions
1645
+ * Returns active payee names matching the query, sorted by recent usage. Used for transaction input autocomplete.
1639
1646
  * @param data The data for the request.
1640
- * @param data.id Price ID
1641
- * @param data.region Region code for tenant context
1642
- * @returns PriceResponseDto Price retrieved successfully
1647
+ * @param data.q Search query for payee name (partial match, case-insensitive)
1648
+ * @param data.limit Maximum number of suggestions
1649
+ * @returns PayeeAutocompleteResponseDto Autocomplete suggestions retrieved successfully
1643
1650
  * @throws ApiError
1644
1651
  */
1645
- public static priceControllerFindOne(
1646
- data: PriceControllerFindOneData
1647
- ): CancelablePromise<PriceControllerFindOneResponse> {
1652
+ public static payeeControllerAutocomplete(
1653
+ data: PayeeControllerAutocompleteData
1654
+ ): CancelablePromise<PayeeControllerAutocompleteResponse> {
1648
1655
  return __request(OpenAPI, {
1649
1656
  method: 'GET',
1650
- url: '/api/v1/{region}/bean/prices/{id}',
1651
- path: {
1652
- id: data.id,
1653
- region: data.region
1654
- },
1655
- errors: {
1656
- 404: 'Price not found'
1657
+ url: '/api/v1/bean/payees/autocomplete',
1658
+ query: {
1659
+ q: data.q,
1660
+ limit: data.limit
1657
1661
  }
1658
1662
  });
1659
1663
  }
1660
1664
 
1661
1665
  /**
1662
- * Update a price
1663
- * Updates an existing price entry
1666
+ * Get top payees by usage
1667
+ * Returns the most frequently used payees, sorted by use count. Used for statistics and analytics.
1664
1668
  * @param data The data for the request.
1665
- * @param data.id Price ID
1666
- * @param data.region Region code for tenant context
1667
- * @param data.requestBody
1668
- * @returns PriceResponseDto Price updated successfully
1669
+ * @param data.limit Maximum number of results
1670
+ * @returns PayeeStatsResponseDto Top payees retrieved successfully
1669
1671
  * @throws ApiError
1670
1672
  */
1671
- public static priceControllerUpdate(
1672
- data: PriceControllerUpdateData
1673
- ): CancelablePromise<PriceControllerUpdateResponse> {
1673
+ public static payeeControllerGetTopPayees(
1674
+ data: PayeeControllerGetTopPayeesData = {}
1675
+ ): CancelablePromise<PayeeControllerGetTopPayeesResponse> {
1674
1676
  return __request(OpenAPI, {
1675
- method: 'PUT',
1676
- url: '/api/v1/{region}/bean/prices/{id}',
1677
- path: {
1678
- id: data.id,
1679
- region: data.region
1680
- },
1681
- body: data.requestBody,
1682
- mediaType: 'application/json',
1683
- errors: {
1684
- 404: 'Price not found',
1685
- 409: 'Updated price conflicts with existing price'
1677
+ method: 'GET',
1678
+ url: '/api/v1/bean/payees/top',
1679
+ query: {
1680
+ limit: data.limit
1686
1681
  }
1687
1682
  });
1688
1683
  }
1689
1684
 
1690
1685
  /**
1691
- * Delete a price
1692
- * Deletes a price entry (hard delete)
1686
+ * Get payee by ID
1687
+ * Returns a specific payee mapping by its UUID
1693
1688
  * @param data The data for the request.
1694
- * @param data.id Price ID
1695
- * @param data.region Region code for tenant context
1696
- * @returns void Price deleted successfully
1689
+ * @param data.id Payee UUID
1690
+ * @returns PayeeResponseDto Payee retrieved successfully
1697
1691
  * @throws ApiError
1698
1692
  */
1699
- public static priceControllerDelete(
1700
- data: PriceControllerDeleteData
1701
- ): CancelablePromise<PriceControllerDeleteResponse> {
1693
+ public static payeeControllerFindOne(
1694
+ data: PayeeControllerFindOneData
1695
+ ): CancelablePromise<PayeeControllerFindOneResponse> {
1702
1696
  return __request(OpenAPI, {
1703
- method: 'DELETE',
1704
- url: '/api/v1/{region}/bean/prices/{id}',
1697
+ method: 'GET',
1698
+ url: '/api/v1/bean/payees/{id}',
1705
1699
  path: {
1706
- id: data.id,
1707
- region: data.region
1700
+ id: data.id
1708
1701
  },
1709
1702
  errors: {
1710
- 404: 'Price not found'
1703
+ 403: 'Payee belongs to another user',
1704
+ 404: 'Payee not found'
1711
1705
  }
1712
1706
  });
1713
1707
  }
1714
1708
 
1715
1709
  /**
1716
- * Bulk create prices
1717
- * Creates multiple price entries at once (skips duplicates)
1710
+ * Update payee
1711
+ * Updates a payee mapping. The payee name cannot be changed after creation.
1718
1712
  * @param data The data for the request.
1719
- * @param data.region Region code for tenant context
1713
+ * @param data.id Payee UUID
1720
1714
  * @param data.requestBody
1721
- * @returns PriceResponseDto Prices created successfully
1715
+ * @returns PayeeResponseDto Payee updated successfully
1722
1716
  * @throws ApiError
1723
1717
  */
1724
- public static priceControllerBulkCreate(
1725
- data: PriceControllerBulkCreateData
1726
- ): CancelablePromise<PriceControllerBulkCreateResponse> {
1718
+ public static payeeControllerUpdate(
1719
+ data: PayeeControllerUpdateData
1720
+ ): CancelablePromise<PayeeControllerUpdateResponse> {
1727
1721
  return __request(OpenAPI, {
1728
- method: 'POST',
1729
- url: '/api/v1/{region}/bean/prices/bulk',
1722
+ method: 'PUT',
1723
+ url: '/api/v1/bean/payees/{id}',
1730
1724
  path: {
1731
- region: data.region
1725
+ id: data.id
1732
1726
  },
1733
1727
  body: data.requestBody,
1734
- mediaType: 'application/json'
1728
+ mediaType: 'application/json',
1729
+ errors: {
1730
+ 400: 'Invalid input data',
1731
+ 404: 'Payee not found'
1732
+ }
1735
1733
  });
1736
1734
  }
1737
- }
1738
1735
 
1739
- export class RecurringRulesService {
1740
1736
  /**
1741
- * Create a new recurring rule
1742
- * Creates a new recurring transaction rule for the authenticated user
1737
+ * Delete payee
1738
+ * Soft deletes a payee by marking it as inactive. Inactive payees will not appear in autocomplete suggestions.
1743
1739
  * @param data The data for the request.
1744
- * @param data.region Region code for tenant context
1745
- * @param data.requestBody
1746
- * @returns RecurringRuleResponseDto Rule created successfully
1740
+ * @param data.id Payee UUID
1741
+ * @returns void Payee deleted successfully
1747
1742
  * @throws ApiError
1748
1743
  */
1749
- public static recurringRuleControllerCreate(
1750
- data: RecurringRuleControllerCreateData
1751
- ): CancelablePromise<RecurringRuleControllerCreateResponse> {
1744
+ public static payeeControllerDelete(
1745
+ data: PayeeControllerDeleteData
1746
+ ): CancelablePromise<PayeeControllerDeleteResponse> {
1752
1747
  return __request(OpenAPI, {
1753
- method: 'POST',
1754
- url: '/api/v1/{region}/bean/recurring-rules',
1748
+ method: 'DELETE',
1749
+ url: '/api/v1/bean/payees/{id}',
1755
1750
  path: {
1756
- region: data.region
1751
+ id: data.id
1757
1752
  },
1758
- body: data.requestBody,
1759
- mediaType: 'application/json',
1760
1753
  errors: {
1761
- 400: 'Invalid input data (e.g., autoCreate without accounts)',
1762
- 409: 'Rule with same name already exists'
1754
+ 404: 'Payee not found'
1763
1755
  }
1764
1756
  });
1765
1757
  }
1758
+ }
1766
1759
 
1760
+ export class AdminPayeeProfilesService {
1767
1761
  /**
1768
- * List recurring rules
1769
- * Returns all recurring rules for the authenticated user with optional filtering
1762
+ * Create payee profile (Admin only)
1763
+ * Creates a new global payee profile. The canonical name must be unique (case-insensitive).
1770
1764
  * @param data The data for the request.
1771
- * @param data.region Region code for tenant context
1772
- * @param data.isActive Filter by active status
1773
- * @param data.frequency Filter by frequency (WEEKLY, MONTHLY, etc.)
1774
- * @param data.hasAutoCreate Filter by autoCreate enabled
1775
- * @returns RecurringRuleResponseDto Rules retrieved successfully
1765
+ * @param data.requestBody
1766
+ * @returns PayeeProfileResponseDto Payee profile created successfully
1776
1767
  * @throws ApiError
1777
1768
  */
1778
- public static recurringRuleControllerFindAll(
1779
- data: RecurringRuleControllerFindAllData
1780
- ): CancelablePromise<RecurringRuleControllerFindAllResponse> {
1781
- return __request(OpenAPI, {
1782
- method: 'GET',
1783
- url: '/api/v1/{region}/bean/recurring-rules',
1784
- path: {
1785
- region: data.region
1786
- },
1787
- query: {
1788
- isActive: data.isActive,
1789
- frequency: data.frequency,
1790
- hasAutoCreate: data.hasAutoCreate
1769
+ public static payeeProfileAdminControllerCreate(
1770
+ data: PayeeProfileAdminControllerCreateData
1771
+ ): CancelablePromise<PayeeProfileAdminControllerCreateResponse> {
1772
+ return __request(OpenAPI, {
1773
+ method: 'POST',
1774
+ url: '/api/v1/admin/payee-profiles',
1775
+ body: data.requestBody,
1776
+ mediaType: 'application/json',
1777
+ errors: {
1778
+ 400: 'Validation failed',
1779
+ 403: 'Admin access required',
1780
+ 409: 'Payee profile already exists'
1791
1781
  }
1792
1782
  });
1793
1783
  }
1794
1784
 
1795
1785
  /**
1796
- * Create recurring rule from transaction
1797
- * Auto-creates a recurring rule using transaction data. User only confirms frequency.
1786
+ * List payee profiles (Admin only)
1787
+ * Returns all payee profiles with optional filtering by category, country, verification status, etc.
1798
1788
  * @param data The data for the request.
1799
- * @param data.transactionId Source transaction ID
1800
- * @param data.region Region code for tenant context
1801
- * @param data.requestBody
1802
- * @returns RecurringRuleResponseDto Rule created successfully
1789
+ * @param data.search Search term for canonical name and aliases (case-insensitive)
1790
+ * @param data.category Filter by category
1791
+ * @param data.country Filter by country (ISO 3166-1 alpha-2)
1792
+ * @param data.isActive Filter by active status (default: true - show only active)
1793
+ * @param data.verified Filter by verification status. true = verified only, false = unverified only
1794
+ * @param data.dataSource Filter by data source
1795
+ * @returns PayeeProfileListResponseDto Payee profiles retrieved successfully
1803
1796
  * @throws ApiError
1804
1797
  */
1805
- public static recurringRuleControllerCreateFromTransaction(
1806
- data: RecurringRuleControllerCreateFromTransactionData
1807
- ): CancelablePromise<RecurringRuleControllerCreateFromTransactionResponse> {
1798
+ public static payeeProfileAdminControllerFindAll(
1799
+ data: PayeeProfileAdminControllerFindAllData = {}
1800
+ ): CancelablePromise<PayeeProfileAdminControllerFindAllResponse> {
1808
1801
  return __request(OpenAPI, {
1809
- method: 'POST',
1810
- url: '/api/v1/{region}/bean/recurring-rules/from-transaction/{transactionId}',
1811
- path: {
1812
- transactionId: data.transactionId,
1813
- region: data.region
1802
+ method: 'GET',
1803
+ url: '/api/v1/admin/payee-profiles',
1804
+ query: {
1805
+ search: data.search,
1806
+ category: data.category,
1807
+ country: data.country,
1808
+ isActive: data.isActive,
1809
+ verified: data.verified,
1810
+ dataSource: data.dataSource
1814
1811
  },
1815
- body: data.requestBody,
1816
- mediaType: 'application/json',
1817
1812
  errors: {
1818
- 404: 'Transaction not found',
1819
- 409: 'Rule with same name already exists or transaction already linked'
1813
+ 403: 'Admin access required'
1820
1814
  }
1821
1815
  });
1822
1816
  }
1823
1817
 
1824
1818
  /**
1825
- * Get recurring rule by ID
1826
- * Returns a specific recurring rule with its details
1819
+ * Get payee profile by ID (Admin only)
1820
+ * Returns a single payee profile by its ID.
1827
1821
  * @param data The data for the request.
1828
- * @param data.id Rule ID
1829
- * @param data.region Region code for tenant context
1830
- * @returns RecurringRuleResponseDto Rule retrieved successfully
1822
+ * @param data.id Payee profile ID (UUID)
1823
+ * @returns PayeeProfileResponseDto Payee profile retrieved successfully
1831
1824
  * @throws ApiError
1832
1825
  */
1833
- public static recurringRuleControllerFindOne(
1834
- data: RecurringRuleControllerFindOneData
1835
- ): CancelablePromise<RecurringRuleControllerFindOneResponse> {
1826
+ public static payeeProfileAdminControllerFindOne(
1827
+ data: PayeeProfileAdminControllerFindOneData
1828
+ ): CancelablePromise<PayeeProfileAdminControllerFindOneResponse> {
1836
1829
  return __request(OpenAPI, {
1837
1830
  method: 'GET',
1838
- url: '/api/v1/{region}/bean/recurring-rules/{id}',
1831
+ url: '/api/v1/admin/payee-profiles/{id}',
1839
1832
  path: {
1840
- id: data.id,
1841
- region: data.region
1833
+ id: data.id
1842
1834
  },
1843
1835
  errors: {
1844
- 404: 'Rule not found'
1836
+ 403: 'Admin access required',
1837
+ 404: 'Payee profile not found'
1845
1838
  }
1846
1839
  });
1847
1840
  }
1848
1841
 
1849
1842
  /**
1850
- * Update recurring rule
1851
- * Updates an existing recurring rule
1843
+ * Update payee profile (Admin only)
1844
+ * Updates an existing payee profile. The canonical name cannot be changed.
1852
1845
  * @param data The data for the request.
1853
- * @param data.id Rule ID
1854
- * @param data.region Region code for tenant context
1846
+ * @param data.id Payee profile ID (UUID)
1855
1847
  * @param data.requestBody
1856
- * @returns RecurringRuleResponseDto Rule updated successfully
1848
+ * @returns PayeeProfileResponseDto Payee profile updated successfully
1857
1849
  * @throws ApiError
1858
1850
  */
1859
- public static recurringRuleControllerUpdate(
1860
- data: RecurringRuleControllerUpdateData
1861
- ): CancelablePromise<RecurringRuleControllerUpdateResponse> {
1851
+ public static payeeProfileAdminControllerUpdate(
1852
+ data: PayeeProfileAdminControllerUpdateData
1853
+ ): CancelablePromise<PayeeProfileAdminControllerUpdateResponse> {
1862
1854
  return __request(OpenAPI, {
1863
- method: 'PATCH',
1864
- url: '/api/v1/{region}/bean/recurring-rules/{id}',
1855
+ method: 'PUT',
1856
+ url: '/api/v1/admin/payee-profiles/{id}',
1865
1857
  path: {
1866
- id: data.id,
1867
- region: data.region
1858
+ id: data.id
1868
1859
  },
1869
1860
  body: data.requestBody,
1870
1861
  mediaType: 'application/json',
1871
1862
  errors: {
1872
- 400: 'Invalid input data',
1873
- 404: 'Rule not found'
1863
+ 403: 'Admin access required',
1864
+ 404: 'Payee profile not found'
1874
1865
  }
1875
1866
  });
1876
1867
  }
1877
1868
 
1878
1869
  /**
1879
- * Delete recurring rule
1880
- * Soft deletes a recurring rule (sets isActive to false)
1870
+ * Soft delete payee profile (Admin only)
1871
+ * Marks a payee profile as inactive (soft delete). The profile cannot be deleted if it is referenced by user payees.
1881
1872
  * @param data The data for the request.
1882
- * @param data.id Rule ID
1883
- * @param data.region Region code for tenant context
1884
- * @returns void Rule deleted successfully
1873
+ * @param data.id Payee profile ID (UUID)
1874
+ * @returns void Payee profile deleted successfully
1885
1875
  * @throws ApiError
1886
1876
  */
1887
- public static recurringRuleControllerDelete(
1888
- data: RecurringRuleControllerDeleteData
1889
- ): CancelablePromise<RecurringRuleControllerDeleteResponse> {
1877
+ public static payeeProfileAdminControllerDelete(
1878
+ data: PayeeProfileAdminControllerDeleteData
1879
+ ): CancelablePromise<PayeeProfileAdminControllerDeleteResponse> {
1890
1880
  return __request(OpenAPI, {
1891
1881
  method: 'DELETE',
1892
- url: '/api/v1/{region}/bean/recurring-rules/{id}',
1882
+ url: '/api/v1/admin/payee-profiles/{id}',
1893
1883
  path: {
1894
- id: data.id,
1895
- region: data.region
1884
+ id: data.id
1896
1885
  },
1897
1886
  errors: {
1898
- 404: 'Rule not found'
1887
+ 403: 'Admin access required',
1888
+ 404: 'Payee profile not found',
1889
+ 409: 'Payee profile is in use and cannot be deleted'
1899
1890
  }
1900
1891
  });
1901
1892
  }
1902
1893
 
1903
1894
  /**
1904
- * Get rule with statistics
1905
- * Returns a rule with pending/overdue counts and next expected date
1895
+ * Verify payee profile (Admin only)
1896
+ * Marks a payee profile as verified by setting verifiedAt to current timestamp.
1906
1897
  * @param data The data for the request.
1907
- * @param data.id Rule ID
1908
- * @param data.region Region code for tenant context
1909
- * @returns RecurringRuleWithStatsResponseDto Rule with stats retrieved successfully
1898
+ * @param data.id Payee profile ID (UUID)
1899
+ * @returns PayeeProfileResponseDto Payee profile verified successfully
1910
1900
  * @throws ApiError
1911
1901
  */
1912
- public static recurringRuleControllerGetWithStats(
1913
- data: RecurringRuleControllerGetWithStatsData
1914
- ): CancelablePromise<RecurringRuleControllerGetWithStatsResponse> {
1902
+ public static payeeProfileAdminControllerVerify(
1903
+ data: PayeeProfileAdminControllerVerifyData
1904
+ ): CancelablePromise<PayeeProfileAdminControllerVerifyResponse> {
1915
1905
  return __request(OpenAPI, {
1916
- method: 'GET',
1917
- url: '/api/v1/{region}/bean/recurring-rules/{id}/stats',
1906
+ method: 'POST',
1907
+ url: '/api/v1/admin/payee-profiles/{id}/verify',
1918
1908
  path: {
1919
- id: data.id,
1920
- region: data.region
1909
+ id: data.id
1921
1910
  },
1922
1911
  errors: {
1923
- 404: 'Rule not found'
1912
+ 403: 'Admin access required',
1913
+ 404: 'Payee profile not found'
1924
1914
  }
1925
1915
  });
1926
1916
  }
1927
- }
1928
1917
 
1929
- export class ExpectedTransactionsService {
1930
1918
  /**
1931
- * List expected transactions
1932
- * Returns expected transactions for the authenticated user with optional filtering
1919
+ * Unverify payee profile (Admin only)
1920
+ * Removes verification status by setting verifiedAt to null.
1933
1921
  * @param data The data for the request.
1934
- * @param data.region Region code for tenant context
1935
- * @param data.ruleId Filter by recurring rule ID
1936
- * @param data.status Filter by status (PENDING, COMPLETED, SKIPPED)
1937
- * @param data.fromDate Filter by date range start (YYYY-MM-DD)
1938
- * @param data.toDate Filter by date range end (YYYY-MM-DD)
1939
- * @returns ExpectedTransactionListResponseDto Expected transactions retrieved successfully
1922
+ * @param data.id Payee profile ID (UUID)
1923
+ * @returns void Payee profile unverified successfully
1940
1924
  * @throws ApiError
1941
1925
  */
1942
- public static expectedTransactionControllerFindAll(
1943
- data: ExpectedTransactionControllerFindAllData
1944
- ): CancelablePromise<ExpectedTransactionControllerFindAllResponse> {
1926
+ public static payeeProfileAdminControllerUnverify(
1927
+ data: PayeeProfileAdminControllerUnverifyData
1928
+ ): CancelablePromise<PayeeProfileAdminControllerUnverifyResponse> {
1945
1929
  return __request(OpenAPI, {
1946
- method: 'GET',
1947
- url: '/api/v1/{region}/bean/expected-transactions',
1930
+ method: 'DELETE',
1931
+ url: '/api/v1/admin/payee-profiles/{id}/verify',
1948
1932
  path: {
1949
- region: data.region
1933
+ id: data.id
1950
1934
  },
1951
- query: {
1952
- ruleId: data.ruleId,
1953
- status: data.status,
1954
- fromDate: data.fromDate,
1955
- toDate: data.toDate
1935
+ errors: {
1936
+ 403: 'Admin access required',
1937
+ 404: 'Payee profile not found'
1956
1938
  }
1957
1939
  });
1958
1940
  }
1941
+ }
1959
1942
 
1943
+ export class PayeeProfilesService {
1960
1944
  /**
1961
- * List overdue expected transactions
1962
- * Returns all overdue expected transactions (PENDING past tolerance)
1963
- * @param data The data for the request.
1964
- * @param data.region Region code for tenant context
1965
- * @returns ExpectedTransactionListResponseDto Overdue transactions retrieved successfully
1945
+ * List active payee profiles (directory dump)
1946
+ * 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.
1947
+ * @returns PayeeProfileDirectoryResponseDto Active payee profiles
1966
1948
  * @throws ApiError
1967
1949
  */
1968
- public static expectedTransactionControllerFindOverdue(
1969
- data: ExpectedTransactionControllerFindOverdueData
1970
- ): CancelablePromise<ExpectedTransactionControllerFindOverdueResponse> {
1950
+ public static payeeProfileControllerListActive(): CancelablePromise<PayeeProfileControllerListActiveResponse> {
1971
1951
  return __request(OpenAPI, {
1972
1952
  method: 'GET',
1973
- url: '/api/v1/{region}/bean/expected-transactions/overdue',
1974
- path: {
1975
- region: data.region
1953
+ url: '/api/v1/bean/payee-profiles',
1954
+ errors: {
1955
+ 401: 'Missing or invalid token'
1976
1956
  }
1977
1957
  });
1978
1958
  }
1959
+ }
1979
1960
 
1961
+ export class BeanCommoditiesService {
1980
1962
  /**
1981
- * Get expected transaction by ID
1982
- * Returns a specific expected transaction with rule details
1963
+ * Create a new commodity
1964
+ * Creates a new commodity definition for the authenticated user
1983
1965
  * @param data The data for the request.
1984
- * @param data.id Expected transaction ID
1985
1966
  * @param data.region Region code for tenant context
1986
- * @returns ExpectedTransactionResponseDto Expected transaction retrieved successfully
1967
+ * @param data.requestBody
1968
+ * @returns CommodityResponseDto Commodity created successfully
1987
1969
  * @throws ApiError
1988
1970
  */
1989
- public static expectedTransactionControllerFindOne(
1990
- data: ExpectedTransactionControllerFindOneData
1991
- ): CancelablePromise<ExpectedTransactionControllerFindOneResponse> {
1971
+ public static commodityControllerCreate(
1972
+ data: CommodityControllerCreateData
1973
+ ): CancelablePromise<CommodityControllerCreateResponse> {
1992
1974
  return __request(OpenAPI, {
1993
- method: 'GET',
1994
- url: '/api/v1/{region}/bean/expected-transactions/{id}',
1975
+ method: 'POST',
1976
+ url: '/api/v1/{region}/bean/commodities',
1995
1977
  path: {
1996
- id: data.id,
1997
1978
  region: data.region
1998
1979
  },
1980
+ body: data.requestBody,
1981
+ mediaType: 'application/json',
1999
1982
  errors: {
2000
- 404: 'Expected transaction not found'
1983
+ 400: 'Invalid input data',
1984
+ 409: 'Commodity already exists'
2001
1985
  }
2002
1986
  });
2003
1987
  }
2004
1988
 
2005
1989
  /**
2006
- * Skip expected transaction
2007
- * Marks an expected transaction as skipped (PENDING -> SKIPPED)
1990
+ * List user commodities
1991
+ * Returns all commodity definitions for the authenticated user with optional filtering
2008
1992
  * @param data The data for the request.
2009
- * @param data.id Expected transaction ID
2010
1993
  * @param data.region Region code for tenant context
2011
- * @returns ExpectedTransactionResponseDto Expected transaction skipped successfully
1994
+ * @param data.search Search term for symbol or metadata fields (partial match). Searches symbol and metadata.name.
1995
+ * @param data.symbol Filter by exact symbol match
1996
+ * @returns CommodityListResponseDto Commodities retrieved successfully
2012
1997
  * @throws ApiError
2013
1998
  */
2014
- public static expectedTransactionControllerSkip(
2015
- data: ExpectedTransactionControllerSkipData
2016
- ): CancelablePromise<ExpectedTransactionControllerSkipResponse> {
1999
+ public static commodityControllerFindAll(
2000
+ data: CommodityControllerFindAllData
2001
+ ): CancelablePromise<CommodityControllerFindAllResponse> {
2017
2002
  return __request(OpenAPI, {
2018
- method: 'POST',
2019
- url: '/api/v1/{region}/bean/expected-transactions/{id}/skip',
2003
+ method: 'GET',
2004
+ url: '/api/v1/{region}/bean/commodities',
2020
2005
  path: {
2021
- id: data.id,
2022
2006
  region: data.region
2023
2007
  },
2024
- errors: {
2025
- 400: 'Cannot skip - not in PENDING status',
2026
- 404: 'Expected transaction not found'
2008
+ query: {
2009
+ search: data.search,
2010
+ symbol: data.symbol
2027
2011
  }
2028
2012
  });
2029
2013
  }
2030
2014
 
2031
2015
  /**
2032
- * Undo skip
2033
- * Reverses a skip operation (SKIPPED -> PENDING)
2016
+ * Get commodity by symbol
2017
+ * Returns a specific commodity definition by its symbol
2034
2018
  * @param data The data for the request.
2035
- * @param data.id Expected transaction ID
2019
+ * @param data.symbol Commodity symbol
2036
2020
  * @param data.region Region code for tenant context
2037
- * @returns ExpectedTransactionResponseDto Skip undone successfully
2021
+ * @returns CommodityResponseDto Commodity retrieved successfully
2038
2022
  * @throws ApiError
2039
2023
  */
2040
- public static expectedTransactionControllerUndoSkip(
2041
- data: ExpectedTransactionControllerUndoSkipData
2042
- ): CancelablePromise<ExpectedTransactionControllerUndoSkipResponse> {
2024
+ public static commodityControllerFindOne(
2025
+ data: CommodityControllerFindOneData
2026
+ ): CancelablePromise<CommodityControllerFindOneResponse> {
2043
2027
  return __request(OpenAPI, {
2044
- method: 'DELETE',
2045
- url: '/api/v1/{region}/bean/expected-transactions/{id}/skip',
2028
+ method: 'GET',
2029
+ url: '/api/v1/{region}/bean/commodities/{symbol}',
2046
2030
  path: {
2047
- id: data.id,
2031
+ symbol: data.symbol,
2048
2032
  region: data.region
2049
2033
  },
2050
2034
  errors: {
2051
- 400: 'Cannot undo - not in SKIPPED status',
2052
- 404: 'Expected transaction not found'
2035
+ 404: 'Commodity not found'
2053
2036
  }
2054
2037
  });
2055
2038
  }
2056
2039
 
2057
2040
  /**
2058
- * Confirm transaction match
2059
- * Manually matches an expected transaction with an actual transaction
2041
+ * Update commodity
2042
+ * Updates an existing commodity definition. Symbol cannot be changed.
2060
2043
  * @param data The data for the request.
2061
- * @param data.id Expected transaction ID
2044
+ * @param data.symbol Commodity symbol
2062
2045
  * @param data.region Region code for tenant context
2063
2046
  * @param data.requestBody
2064
- * @returns unknown Match confirmed successfully
2047
+ * @returns CommodityResponseDto Commodity updated successfully
2065
2048
  * @throws ApiError
2066
2049
  */
2067
- public static expectedTransactionControllerConfirmMatch(
2068
- data: ExpectedTransactionControllerConfirmMatchData
2069
- ): CancelablePromise<ExpectedTransactionControllerConfirmMatchResponse> {
2050
+ public static commodityControllerUpdate(
2051
+ data: CommodityControllerUpdateData
2052
+ ): CancelablePromise<CommodityControllerUpdateResponse> {
2070
2053
  return __request(OpenAPI, {
2071
- method: 'POST',
2072
- url: '/api/v1/{region}/bean/expected-transactions/{id}/match',
2054
+ method: 'PUT',
2055
+ url: '/api/v1/{region}/bean/commodities/{symbol}',
2073
2056
  path: {
2074
- id: data.id,
2057
+ symbol: data.symbol,
2075
2058
  region: data.region
2076
2059
  },
2077
2060
  body: data.requestBody,
2078
2061
  mediaType: 'application/json',
2079
2062
  errors: {
2080
- 400: 'Cannot match - not in PENDING status',
2081
- 404: 'Expected or actual transaction not found',
2082
- 409: 'Actual transaction already matched to another rule'
2063
+ 400: 'Invalid input data',
2064
+ 404: 'Commodity not found'
2083
2065
  }
2084
2066
  });
2085
2067
  }
2086
2068
 
2087
2069
  /**
2088
- * Unmatch transaction
2089
- * Removes the match between expected and actual transaction (COMPLETED -> PENDING)
2070
+ * Delete commodity
2071
+ * Deletes a commodity definition
2090
2072
  * @param data The data for the request.
2091
- * @param data.id Expected transaction ID
2073
+ * @param data.symbol Commodity symbol
2092
2074
  * @param data.region Region code for tenant context
2093
- * @returns unknown Match removed successfully
2075
+ * @returns void Commodity deleted successfully
2094
2076
  * @throws ApiError
2095
2077
  */
2096
- public static expectedTransactionControllerUnmatch(
2097
- data: ExpectedTransactionControllerUnmatchData
2098
- ): CancelablePromise<ExpectedTransactionControllerUnmatchResponse> {
2078
+ public static commodityControllerDelete(
2079
+ data: CommodityControllerDeleteData
2080
+ ): CancelablePromise<CommodityControllerDeleteResponse> {
2099
2081
  return __request(OpenAPI, {
2100
2082
  method: 'DELETE',
2101
- url: '/api/v1/{region}/bean/expected-transactions/{id}/match',
2083
+ url: '/api/v1/{region}/bean/commodities/{symbol}',
2102
2084
  path: {
2103
- id: data.id,
2085
+ symbol: data.symbol,
2104
2086
  region: data.region
2105
2087
  },
2106
2088
  errors: {
2107
- 400: 'Cannot unmatch - not in COMPLETED status',
2108
- 404: 'Expected transaction not found'
2089
+ 404: 'Commodity not found'
2109
2090
  }
2110
2091
  });
2111
2092
  }
2112
2093
 
2113
2094
  /**
2114
- * Enter Now
2115
- * Creates an actual transaction for an expected transaction (YNAB-style Enter Now)
2095
+ * Ensure commodity exists
2096
+ * Gets existing commodity or creates it with automatic initialization from OpenBB
2116
2097
  * @param data The data for the request.
2117
- * @param data.id Expected transaction ID
2098
+ * @param data.symbol Commodity symbol
2118
2099
  * @param data.region Region code for tenant context
2119
- * @param data.requestBody
2120
- * @returns unknown Transaction created successfully
2100
+ * @returns CommodityResponseDto Commodity retrieved or created
2121
2101
  * @throws ApiError
2122
2102
  */
2123
- public static expectedTransactionControllerEnterNow(
2124
- data: ExpectedTransactionControllerEnterNowData
2125
- ): CancelablePromise<ExpectedTransactionControllerEnterNowResponse> {
2103
+ public static commodityControllerGetOrCreate(
2104
+ data: CommodityControllerGetOrCreateData
2105
+ ): CancelablePromise<CommodityControllerGetOrCreateResponse> {
2126
2106
  return __request(OpenAPI, {
2127
2107
  method: 'POST',
2128
- url: '/api/v1/{region}/bean/expected-transactions/{id}/enter',
2108
+ url: '/api/v1/{region}/bean/commodities/{symbol}/ensure',
2129
2109
  path: {
2130
- id: data.id,
2110
+ symbol: data.symbol,
2131
2111
  region: data.region
2132
- },
2133
- body: data.requestBody,
2134
- mediaType: 'application/json',
2135
- errors: {
2136
- 400: 'Cannot enter - not in PENDING status or missing accounts',
2137
- 404: 'Expected transaction or accounts not found'
2138
2112
  }
2139
2113
  });
2140
2114
  }
2141
- }
2142
2115
 
2143
- export class RecurringForecastService {
2144
2116
  /**
2145
- * Get cash flow forecast
2146
- * Returns predicted outflows for the next N months based on active recurring rules
2117
+ * Bulk create commodities
2118
+ * Creates multiple commodities from a list of symbols, useful for initialization
2147
2119
  * @param data The data for the request.
2148
2120
  * @param data.region Region code for tenant context
2149
- * @param data.months Number of months to forecast (1-12, default 3)
2150
- * @returns ForecastResponseDto Forecast retrieved successfully
2121
+ * @returns CommodityResponseDto Commodities created successfully
2151
2122
  * @throws ApiError
2152
2123
  */
2153
- public static forecastControllerGetForecast(
2154
- data: ForecastControllerGetForecastData
2155
- ): CancelablePromise<ForecastControllerGetForecastResponse> {
2124
+ public static commodityControllerBulkCreate(
2125
+ data: CommodityControllerBulkCreateData
2126
+ ): CancelablePromise<CommodityControllerBulkCreateResponse> {
2156
2127
  return __request(OpenAPI, {
2157
- method: 'GET',
2158
- url: '/api/v1/{region}/bean/recurring/forecast',
2128
+ method: 'POST',
2129
+ url: '/api/v1/{region}/bean/commodities/bulk',
2159
2130
  path: {
2160
2131
  region: data.region
2161
- },
2162
- query: {
2163
- months: data.months
2164
2132
  }
2165
2133
  });
2166
2134
  }
@@ -2323,534 +2291,626 @@ export class ReportingService {
2323
2291
  }
2324
2292
  }
2325
2293
 
2326
- export class UsersService {
2294
+ export class BeanPricesService {
2327
2295
  /**
2328
- * Delete own user account
2296
+ * Create a new price
2297
+ * Creates a new price entry for the authenticated user
2329
2298
  * @param data The data for the request.
2299
+ * @param data.region Region code for tenant context
2330
2300
  * @param data.requestBody
2331
- * @returns void User deleted successfully
2301
+ * @returns PriceResponseDto Price created successfully
2332
2302
  * @throws ApiError
2333
2303
  */
2334
- public static userControllerDeleteOwnUser(
2335
- data: UserControllerDeleteOwnUserData
2336
- ): CancelablePromise<UserControllerDeleteOwnUserResponse> {
2304
+ public static priceControllerCreate(
2305
+ data: PriceControllerCreateData
2306
+ ): CancelablePromise<PriceControllerCreateResponse> {
2337
2307
  return __request(OpenAPI, {
2338
- method: 'DELETE',
2339
- url: '/api/v1/users',
2308
+ method: 'POST',
2309
+ url: '/api/v1/{region}/bean/prices',
2310
+ path: {
2311
+ region: data.region
2312
+ },
2340
2313
  body: data.requestBody,
2341
2314
  mediaType: 'application/json',
2342
2315
  errors: {
2343
- 403: 'Invalid access token'
2316
+ 404: 'Currency or quoteCurrency commodity not found',
2317
+ 409: 'Price already exists for this currency pair and date'
2344
2318
  }
2345
2319
  });
2346
2320
  }
2347
2321
 
2348
2322
  /**
2349
- * Get current authenticated user
2323
+ * List user prices
2324
+ * Returns all price entries for the authenticated user with optional filtering
2350
2325
  * @param data The data for the request.
2351
- * @param data.acceptLanguage
2352
- * @returns unknown User retrieved successfully
2326
+ * @param data.region Region code for tenant context
2327
+ * @param data.currency Filter by currency (e.g., BTC, AAPL, USD)
2328
+ * @param data.quoteCurrency Filter by quote currency (pricing currency, e.g., USD, CNY)
2329
+ * @param data.dateFrom Filter prices from this date (ISO 8601 format)
2330
+ * @param data.dateTo Filter prices to this date (ISO 8601 format)
2331
+ * @param data.search Search term for currency or quoteCurrency (case-insensitive partial match)
2332
+ * @param data.page Page number for pagination (default: 1)
2333
+ * @param data.limit Number of items per page (default: 20, max: 100)
2334
+ * @returns PriceListResponseDto Prices retrieved successfully
2353
2335
  * @throws ApiError
2354
2336
  */
2355
- public static userControllerGetUser(
2356
- data: UserControllerGetUserData
2357
- ): CancelablePromise<UserControllerGetUserResponse> {
2337
+ public static priceControllerFindAll(
2338
+ data: PriceControllerFindAllData
2339
+ ): CancelablePromise<PriceControllerFindAllResponse> {
2358
2340
  return __request(OpenAPI, {
2359
2341
  method: 'GET',
2360
- url: '/api/v1/users',
2361
- headers: {
2362
- 'accept-language': data.acceptLanguage
2342
+ url: '/api/v1/{region}/bean/prices',
2343
+ path: {
2344
+ region: data.region
2345
+ },
2346
+ query: {
2347
+ currency: data.currency,
2348
+ quoteCurrency: data.quoteCurrency,
2349
+ dateFrom: data.dateFrom,
2350
+ dateTo: data.dateTo,
2351
+ search: data.search,
2352
+ page: data.page,
2353
+ limit: data.limit
2363
2354
  }
2364
2355
  });
2365
2356
  }
2366
2357
 
2367
2358
  /**
2368
- * Sign up new user
2369
- * Create a new account with auto-generated access token. Protected by Cloudflare Turnstile to prevent automated signup (when enabled).
2359
+ * Get price by ID
2360
+ * Returns a single price entry by its ID
2361
+ * @param data The data for the request.
2362
+ * @param data.id Price ID
2363
+ * @param data.region Region code for tenant context
2364
+ * @returns PriceResponseDto Price retrieved successfully
2365
+ * @throws ApiError
2366
+ */
2367
+ public static priceControllerFindOne(
2368
+ data: PriceControllerFindOneData
2369
+ ): CancelablePromise<PriceControllerFindOneResponse> {
2370
+ return __request(OpenAPI, {
2371
+ method: 'GET',
2372
+ url: '/api/v1/{region}/bean/prices/{id}',
2373
+ path: {
2374
+ id: data.id,
2375
+ region: data.region
2376
+ },
2377
+ errors: {
2378
+ 404: 'Price not found'
2379
+ }
2380
+ });
2381
+ }
2382
+
2383
+ /**
2384
+ * Update a price
2385
+ * Updates an existing price entry
2370
2386
  * @param data The data for the request.
2387
+ * @param data.id Price ID
2388
+ * @param data.region Region code for tenant context
2371
2389
  * @param data.requestBody
2372
- * @returns SignupResponseDto User created successfully
2390
+ * @returns PriceResponseDto Price updated successfully
2373
2391
  * @throws ApiError
2374
2392
  */
2375
- public static userControllerSignupUser(
2376
- data: UserControllerSignupUserData
2377
- ): CancelablePromise<UserControllerSignupUserResponse> {
2393
+ public static priceControllerUpdate(
2394
+ data: PriceControllerUpdateData
2395
+ ): CancelablePromise<PriceControllerUpdateResponse> {
2378
2396
  return __request(OpenAPI, {
2379
- method: 'POST',
2380
- url: '/api/v1/users',
2397
+ method: 'PUT',
2398
+ url: '/api/v1/{region}/bean/prices/{id}',
2399
+ path: {
2400
+ id: data.id,
2401
+ region: data.region
2402
+ },
2381
2403
  body: data.requestBody,
2382
2404
  mediaType: 'application/json',
2383
2405
  errors: {
2384
- 400: 'Invalid Turnstile token (when Turnstile is enabled)',
2385
- 403: 'User signup is disabled'
2406
+ 404: 'Price not found',
2407
+ 409: 'Updated price conflicts with existing price'
2386
2408
  }
2387
2409
  });
2388
2410
  }
2389
2411
 
2390
2412
  /**
2391
- * Delete user by ID (admin only)
2413
+ * Delete a price
2414
+ * Deletes a price entry (hard delete)
2392
2415
  * @param data The data for the request.
2393
- * @param data.id User ID to delete
2394
- * @returns void User deleted successfully
2416
+ * @param data.id Price ID
2417
+ * @param data.region Region code for tenant context
2418
+ * @returns void Price deleted successfully
2395
2419
  * @throws ApiError
2396
2420
  */
2397
- public static userControllerDeleteUser(
2398
- data: UserControllerDeleteUserData
2399
- ): CancelablePromise<UserControllerDeleteUserResponse> {
2421
+ public static priceControllerDelete(
2422
+ data: PriceControllerDeleteData
2423
+ ): CancelablePromise<PriceControllerDeleteResponse> {
2400
2424
  return __request(OpenAPI, {
2401
2425
  method: 'DELETE',
2402
- url: '/api/v1/users/{id}',
2426
+ url: '/api/v1/{region}/bean/prices/{id}',
2403
2427
  path: {
2404
- id: data.id
2428
+ id: data.id,
2429
+ region: data.region
2405
2430
  },
2406
2431
  errors: {
2407
- 403: 'Cannot delete own account or insufficient permissions'
2432
+ 404: 'Price not found'
2408
2433
  }
2409
2434
  });
2410
2435
  }
2411
2436
 
2412
2437
  /**
2413
- * Get user info by user ID
2438
+ * Bulk create prices
2439
+ * Creates multiple price entries at once (skips duplicates)
2414
2440
  * @param data The data for the request.
2415
- * @param data.id User ID
2416
- * @returns unknown User info retrieved successfully
2441
+ * @param data.region Region code for tenant context
2442
+ * @param data.requestBody
2443
+ * @returns PriceResponseDto Prices created successfully
2417
2444
  * @throws ApiError
2418
2445
  */
2419
- public static userControllerGetUserInfo(
2420
- data: UserControllerGetUserInfoData
2421
- ): CancelablePromise<UserControllerGetUserInfoResponse> {
2446
+ public static priceControllerBulkCreate(
2447
+ data: PriceControllerBulkCreateData
2448
+ ): CancelablePromise<PriceControllerBulkCreateResponse> {
2422
2449
  return __request(OpenAPI, {
2423
- method: 'GET',
2424
- url: '/api/v1/users/{id}/info',
2450
+ method: 'POST',
2451
+ url: '/api/v1/{region}/bean/prices/bulk',
2425
2452
  path: {
2426
- id: data.id
2453
+ region: data.region
2427
2454
  },
2428
- errors: {
2429
- 403: 'Cannot access other user info without admin permission'
2430
- }
2455
+ body: data.requestBody,
2456
+ mediaType: 'application/json'
2431
2457
  });
2432
2458
  }
2459
+ }
2433
2460
 
2461
+ export class RecurringRulesService {
2434
2462
  /**
2435
- * Update user settings
2463
+ * Create a new recurring rule
2464
+ * Creates a new recurring transaction rule for the authenticated user
2436
2465
  * @param data The data for the request.
2466
+ * @param data.region Region code for tenant context
2437
2467
  * @param data.requestBody
2438
- * @returns unknown Settings updated successfully
2468
+ * @returns RecurringRuleResponseDto Rule created successfully
2439
2469
  * @throws ApiError
2440
2470
  */
2441
- public static userControllerUpdateUserSetting(
2442
- data: UserControllerUpdateUserSettingData
2443
- ): CancelablePromise<UserControllerUpdateUserSettingResponse> {
2471
+ public static recurringRuleControllerCreate(
2472
+ data: RecurringRuleControllerCreateData
2473
+ ): CancelablePromise<RecurringRuleControllerCreateResponse> {
2444
2474
  return __request(OpenAPI, {
2445
- method: 'PUT',
2446
- url: '/api/v1/users/setting',
2475
+ method: 'POST',
2476
+ url: '/api/v1/{region}/bean/recurring-rules',
2477
+ path: {
2478
+ region: data.region
2479
+ },
2447
2480
  body: data.requestBody,
2448
2481
  mediaType: 'application/json',
2449
2482
  errors: {
2450
- 403: 'Insufficient permissions'
2483
+ 400: 'Invalid input data (e.g., autoCreate without accounts)',
2484
+ 409: 'Rule with same name already exists'
2451
2485
  }
2452
2486
  });
2453
2487
  }
2454
2488
 
2455
2489
  /**
2456
- * Get all user settings paginated (admin only)
2490
+ * List recurring rules
2491
+ * Returns all recurring rules for the authenticated user with optional filtering
2457
2492
  * @param data The data for the request.
2458
- * @param data.pageNo Page number
2459
- * @param data.pageSize Page size
2460
- * @returns unknown Settings list retrieved successfully
2493
+ * @param data.region Region code for tenant context
2494
+ * @param data.isActive Filter by active status
2495
+ * @param data.frequency Filter by frequency (WEEKLY, MONTHLY, etc.)
2496
+ * @param data.hasAutoCreate Filter by autoCreate enabled
2497
+ * @returns RecurringRuleResponseDto Rules retrieved successfully
2461
2498
  * @throws ApiError
2462
2499
  */
2463
- public static userControllerGetAllUserSettingsByPage(
2464
- data: UserControllerGetAllUserSettingsByPageData
2465
- ): CancelablePromise<UserControllerGetAllUserSettingsByPageResponse> {
2500
+ public static recurringRuleControllerFindAll(
2501
+ data: RecurringRuleControllerFindAllData
2502
+ ): CancelablePromise<RecurringRuleControllerFindAllResponse> {
2466
2503
  return __request(OpenAPI, {
2467
2504
  method: 'GET',
2468
- url: '/api/v1/users/settings-by-page',
2505
+ url: '/api/v1/{region}/bean/recurring-rules',
2506
+ path: {
2507
+ region: data.region
2508
+ },
2469
2509
  query: {
2470
- pageNo: data.pageNo,
2471
- pageSize: data.pageSize
2510
+ isActive: data.isActive,
2511
+ frequency: data.frequency,
2512
+ hasAutoCreate: data.hasAutoCreate
2472
2513
  }
2473
2514
  });
2474
2515
  }
2475
2516
 
2476
2517
  /**
2477
- * Get asset and liability summary for current user
2478
- * @returns unknown Summary retrieved successfully
2479
- * @throws ApiError
2480
- */
2481
- public static userControllerGetAssetLiabilitySummary(): CancelablePromise<UserControllerGetAssetLiabilitySummaryResponse> {
2482
- return __request(OpenAPI, {
2483
- method: 'GET',
2484
- url: '/api/v1/users/asset-liability-summary'
2485
- });
2486
- }
2487
- }
2488
-
2489
- export class PropertiesService {
2490
- /**
2491
- * Get all system properties
2492
- * @returns unknown Properties retrieved successfully
2518
+ * Create recurring rule from transaction
2519
+ * Auto-creates a recurring rule using transaction data. User only confirms frequency.
2520
+ * @param data The data for the request.
2521
+ * @param data.transactionId Source transaction ID
2522
+ * @param data.region Region code for tenant context
2523
+ * @param data.requestBody
2524
+ * @returns RecurringRuleResponseDto Rule created successfully
2493
2525
  * @throws ApiError
2494
2526
  */
2495
- public static propertyControllerGetAll(): CancelablePromise<PropertyControllerGetAllResponse> {
2527
+ public static recurringRuleControllerCreateFromTransaction(
2528
+ data: RecurringRuleControllerCreateFromTransactionData
2529
+ ): CancelablePromise<RecurringRuleControllerCreateFromTransactionResponse> {
2496
2530
  return __request(OpenAPI, {
2497
- method: 'GET',
2498
- url: '/api/v1/admin/properties',
2531
+ method: 'POST',
2532
+ url: '/api/v1/{region}/bean/recurring-rules/from-transaction/{transactionId}',
2533
+ path: {
2534
+ transactionId: data.transactionId,
2535
+ region: data.region
2536
+ },
2537
+ body: data.requestBody,
2538
+ mediaType: 'application/json',
2499
2539
  errors: {
2500
- 401: 'Unauthorized',
2501
- 403: 'Forbidden - insufficient permissions'
2540
+ 404: 'Transaction not found',
2541
+ 409: 'Rule with same name already exists or transaction already linked'
2502
2542
  }
2503
2543
  });
2504
2544
  }
2505
2545
 
2506
2546
  /**
2507
- * Get property by key
2547
+ * Get recurring rule by ID
2548
+ * Returns a specific recurring rule with its details
2508
2549
  * @param data The data for the request.
2509
- * @param data.key Property key
2510
- * @returns unknown Property retrieved successfully
2550
+ * @param data.id Rule ID
2551
+ * @param data.region Region code for tenant context
2552
+ * @returns RecurringRuleResponseDto Rule retrieved successfully
2511
2553
  * @throws ApiError
2512
2554
  */
2513
- public static propertyControllerGetByKey(
2514
- data: PropertyControllerGetByKeyData
2515
- ): CancelablePromise<PropertyControllerGetByKeyResponse> {
2555
+ public static recurringRuleControllerFindOne(
2556
+ data: RecurringRuleControllerFindOneData
2557
+ ): CancelablePromise<RecurringRuleControllerFindOneResponse> {
2516
2558
  return __request(OpenAPI, {
2517
2559
  method: 'GET',
2518
- url: '/api/v1/admin/properties/{key}',
2560
+ url: '/api/v1/{region}/bean/recurring-rules/{id}',
2519
2561
  path: {
2520
- key: data.key
2562
+ id: data.id,
2563
+ region: data.region
2521
2564
  },
2522
2565
  errors: {
2523
- 401: 'Unauthorized',
2524
- 403: 'Forbidden - insufficient permissions',
2525
- 404: 'Property not found'
2566
+ 404: 'Rule not found'
2526
2567
  }
2527
2568
  });
2528
2569
  }
2529
2570
 
2530
2571
  /**
2531
- * Update a system property
2572
+ * Update recurring rule
2573
+ * Updates an existing recurring rule
2532
2574
  * @param data The data for the request.
2533
- * @param data.key Property key
2575
+ * @param data.id Rule ID
2576
+ * @param data.region Region code for tenant context
2534
2577
  * @param data.requestBody
2535
- * @returns unknown Property updated successfully
2578
+ * @returns RecurringRuleResponseDto Rule updated successfully
2536
2579
  * @throws ApiError
2537
2580
  */
2538
- public static propertyControllerUpdate(
2539
- data: PropertyControllerUpdateData
2540
- ): CancelablePromise<PropertyControllerUpdateResponse> {
2581
+ public static recurringRuleControllerUpdate(
2582
+ data: RecurringRuleControllerUpdateData
2583
+ ): CancelablePromise<RecurringRuleControllerUpdateResponse> {
2541
2584
  return __request(OpenAPI, {
2542
- method: 'PUT',
2543
- url: '/api/v1/admin/properties/{key}',
2585
+ method: 'PATCH',
2586
+ url: '/api/v1/{region}/bean/recurring-rules/{id}',
2544
2587
  path: {
2545
- key: data.key
2588
+ id: data.id,
2589
+ region: data.region
2546
2590
  },
2547
2591
  body: data.requestBody,
2548
2592
  mediaType: 'application/json',
2549
2593
  errors: {
2550
- 401: 'Unauthorized',
2551
- 403: 'Forbidden - insufficient permissions'
2594
+ 400: 'Invalid input data',
2595
+ 404: 'Rule not found'
2552
2596
  }
2553
2597
  });
2554
2598
  }
2555
2599
 
2556
2600
  /**
2557
- * Delete a system property
2601
+ * Delete recurring rule
2602
+ * Soft deletes a recurring rule (sets isActive to false)
2558
2603
  * @param data The data for the request.
2559
- * @param data.key Property key
2560
- * @returns void Property deleted successfully
2604
+ * @param data.id Rule ID
2605
+ * @param data.region Region code for tenant context
2606
+ * @returns void Rule deleted successfully
2561
2607
  * @throws ApiError
2562
2608
  */
2563
- public static propertyControllerDelete(
2564
- data: PropertyControllerDeleteData
2565
- ): CancelablePromise<PropertyControllerDeleteResponse> {
2609
+ public static recurringRuleControllerDelete(
2610
+ data: RecurringRuleControllerDeleteData
2611
+ ): CancelablePromise<RecurringRuleControllerDeleteResponse> {
2566
2612
  return __request(OpenAPI, {
2567
2613
  method: 'DELETE',
2568
- url: '/api/v1/admin/properties/{key}',
2614
+ url: '/api/v1/{region}/bean/recurring-rules/{id}',
2569
2615
  path: {
2570
- key: data.key
2616
+ id: data.id,
2617
+ region: data.region
2571
2618
  },
2572
2619
  errors: {
2573
- 401: 'Unauthorized',
2574
- 403: 'Forbidden - insufficient permissions',
2575
- 404: 'Property not found'
2620
+ 404: 'Rule not found'
2576
2621
  }
2577
2622
  });
2578
2623
  }
2579
- }
2580
2624
 
2581
- export class BeanTransactionRulesService {
2582
2625
  /**
2583
- * Create a new transaction rule (or upsert if upsertByPayee=true)
2584
- * Creates a new rule. If upsertByPayee=true, updates existing rule matching payeeKeywords[0] instead of creating duplicate.
2626
+ * Get rule with statistics
2627
+ * Returns a rule with pending/overdue counts and next expected date
2585
2628
  * @param data The data for the request.
2629
+ * @param data.id Rule ID
2586
2630
  * @param data.region Region code for tenant context
2587
- * @param data.requestBody
2588
- * @returns TransactionRuleResponseDto Rule updated successfully (upsert mode)
2631
+ * @returns RecurringRuleWithStatsResponseDto Rule with stats retrieved successfully
2589
2632
  * @throws ApiError
2590
2633
  */
2591
- public static transactionRuleControllerCreate(
2592
- data: TransactionRuleControllerCreateData
2593
- ): CancelablePromise<TransactionRuleControllerCreateResponse> {
2634
+ public static recurringRuleControllerGetWithStats(
2635
+ data: RecurringRuleControllerGetWithStatsData
2636
+ ): CancelablePromise<RecurringRuleControllerGetWithStatsResponse> {
2594
2637
  return __request(OpenAPI, {
2595
- method: 'POST',
2596
- url: '/api/v1/{region}/bean/transaction-rules',
2638
+ method: 'GET',
2639
+ url: '/api/v1/{region}/bean/recurring-rules/{id}/stats',
2597
2640
  path: {
2641
+ id: data.id,
2598
2642
  region: data.region
2599
2643
  },
2600
- body: data.requestBody,
2601
- mediaType: 'application/json',
2602
2644
  errors: {
2603
- 400: 'Validation failed',
2604
- 401: 'Unauthorized',
2605
- 409: 'Resource conflict - another process is updating this rule'
2645
+ 404: 'Rule not found'
2606
2646
  }
2607
2647
  });
2608
2648
  }
2649
+ }
2609
2650
 
2651
+ export class ExpectedTransactionsService {
2610
2652
  /**
2611
- * Get all transaction rules for user
2653
+ * List expected transactions
2654
+ * Returns expected transactions for the authenticated user with optional filtering
2612
2655
  * @param data The data for the request.
2613
2656
  * @param data.region Region code for tenant context
2614
- * @param data.limit Max results per page (default: 20, max: 100)
2615
- * @param data.offset Pagination offset (default: 0)
2616
- * @param data.enabled Filter by enabled status
2617
- * @param data.learningSource Filter by learning source. Omit this parameter or pass empty string to get manually created rules (learningSource is null in database).
2618
- * @param data.autoApplyEnabled Filter by auto-apply status
2619
- * @returns TransactionRuleListResponseDto List of rules
2657
+ * @param data.ruleId Filter by recurring rule ID
2658
+ * @param data.status Filter by status (PENDING, COMPLETED, SKIPPED)
2659
+ * @param data.fromDate Filter by date range start (YYYY-MM-DD)
2660
+ * @param data.toDate Filter by date range end (YYYY-MM-DD)
2661
+ * @returns ExpectedTransactionListResponseDto Expected transactions retrieved successfully
2620
2662
  * @throws ApiError
2621
2663
  */
2622
- public static transactionRuleControllerList(
2623
- data: TransactionRuleControllerListData
2624
- ): CancelablePromise<TransactionRuleControllerListResponse> {
2664
+ public static expectedTransactionControllerFindAll(
2665
+ data: ExpectedTransactionControllerFindAllData
2666
+ ): CancelablePromise<ExpectedTransactionControllerFindAllResponse> {
2625
2667
  return __request(OpenAPI, {
2626
2668
  method: 'GET',
2627
- url: '/api/v1/{region}/bean/transaction-rules',
2669
+ url: '/api/v1/{region}/bean/expected-transactions',
2628
2670
  path: {
2629
2671
  region: data.region
2630
2672
  },
2631
2673
  query: {
2632
- limit: data.limit,
2633
- offset: data.offset,
2634
- enabled: data.enabled,
2635
- learningSource: data.learningSource,
2636
- autoApplyEnabled: data.autoApplyEnabled
2637
- },
2638
- errors: {
2639
- 401: 'Unauthorized'
2674
+ ruleId: data.ruleId,
2675
+ status: data.status,
2676
+ fromDate: data.fromDate,
2677
+ toDate: data.toDate
2640
2678
  }
2641
2679
  });
2642
2680
  }
2643
2681
 
2644
2682
  /**
2645
- * Validate transaction rule configuration
2683
+ * List overdue expected transactions
2684
+ * Returns all overdue expected transactions (PENDING past tolerance)
2646
2685
  * @param data The data for the request.
2647
2686
  * @param data.region Region code for tenant context
2648
- * @param data.requestBody
2649
- * @returns ValidateRuleResponseDto Validation result
2687
+ * @returns ExpectedTransactionListResponseDto Overdue transactions retrieved successfully
2650
2688
  * @throws ApiError
2651
2689
  */
2652
- public static transactionRuleControllerValidate(
2653
- data: TransactionRuleControllerValidateData
2654
- ): CancelablePromise<TransactionRuleControllerValidateResponse> {
2690
+ public static expectedTransactionControllerFindOverdue(
2691
+ data: ExpectedTransactionControllerFindOverdueData
2692
+ ): CancelablePromise<ExpectedTransactionControllerFindOverdueResponse> {
2693
+ return __request(OpenAPI, {
2694
+ method: 'GET',
2695
+ url: '/api/v1/{region}/bean/expected-transactions/overdue',
2696
+ path: {
2697
+ region: data.region
2698
+ }
2699
+ });
2700
+ }
2701
+
2702
+ /**
2703
+ * Get expected transaction by ID
2704
+ * Returns a specific expected transaction with rule details
2705
+ * @param data The data for the request.
2706
+ * @param data.id Expected transaction ID
2707
+ * @param data.region Region code for tenant context
2708
+ * @returns ExpectedTransactionResponseDto Expected transaction retrieved successfully
2709
+ * @throws ApiError
2710
+ */
2711
+ public static expectedTransactionControllerFindOne(
2712
+ data: ExpectedTransactionControllerFindOneData
2713
+ ): CancelablePromise<ExpectedTransactionControllerFindOneResponse> {
2655
2714
  return __request(OpenAPI, {
2656
- method: 'POST',
2657
- url: '/api/v1/{region}/bean/transaction-rules/validate',
2715
+ method: 'GET',
2716
+ url: '/api/v1/{region}/bean/expected-transactions/{id}',
2658
2717
  path: {
2718
+ id: data.id,
2659
2719
  region: data.region
2660
2720
  },
2661
- body: data.requestBody,
2662
- mediaType: 'application/json',
2663
2721
  errors: {
2664
- 400: 'Validation failed',
2665
- 401: 'Unauthorized'
2722
+ 404: 'Expected transaction not found'
2666
2723
  }
2667
2724
  });
2668
2725
  }
2669
2726
 
2670
2727
  /**
2671
- * Bulk create transaction rules
2728
+ * Skip expected transaction
2729
+ * Marks an expected transaction as skipped (PENDING -> SKIPPED)
2672
2730
  * @param data The data for the request.
2731
+ * @param data.id Expected transaction ID
2673
2732
  * @param data.region Region code for tenant context
2674
- * @param data.requestBody
2675
- * @returns BulkCreateRulesResponseDto Bulk create completed
2733
+ * @returns ExpectedTransactionResponseDto Expected transaction skipped successfully
2676
2734
  * @throws ApiError
2677
2735
  */
2678
- public static transactionRuleControllerBulkCreate(
2679
- data: TransactionRuleControllerBulkCreateData
2680
- ): CancelablePromise<TransactionRuleControllerBulkCreateResponse> {
2736
+ public static expectedTransactionControllerSkip(
2737
+ data: ExpectedTransactionControllerSkipData
2738
+ ): CancelablePromise<ExpectedTransactionControllerSkipResponse> {
2681
2739
  return __request(OpenAPI, {
2682
2740
  method: 'POST',
2683
- url: '/api/v1/{region}/bean/transaction-rules/bulk',
2741
+ url: '/api/v1/{region}/bean/expected-transactions/{id}/skip',
2684
2742
  path: {
2743
+ id: data.id,
2685
2744
  region: data.region
2686
2745
  },
2687
- body: data.requestBody,
2688
- mediaType: 'application/json',
2689
2746
  errors: {
2690
- 400: 'Invalid bulk create data',
2691
- 401: 'Unauthorized'
2747
+ 400: 'Cannot skip - not in PENDING status',
2748
+ 404: 'Expected transaction not found'
2692
2749
  }
2693
2750
  });
2694
2751
  }
2695
2752
 
2696
2753
  /**
2697
- * Export transaction rules
2754
+ * Undo skip
2755
+ * Reverses a skip operation (SKIPPED -> PENDING)
2698
2756
  * @param data The data for the request.
2699
- * @param data.format Export format (currently only JSON supported)
2757
+ * @param data.id Expected transaction ID
2700
2758
  * @param data.region Region code for tenant context
2701
- * @returns ExportRulesResponseDto Exported rules
2759
+ * @returns void Skip undone successfully
2702
2760
  * @throws ApiError
2703
2761
  */
2704
- public static transactionRuleControllerExport(
2705
- data: TransactionRuleControllerExportData
2706
- ): CancelablePromise<TransactionRuleControllerExportResponse> {
2762
+ public static expectedTransactionControllerUndoSkip(
2763
+ data: ExpectedTransactionControllerUndoSkipData
2764
+ ): CancelablePromise<ExpectedTransactionControllerUndoSkipResponse> {
2707
2765
  return __request(OpenAPI, {
2708
- method: 'GET',
2709
- url: '/api/v1/{region}/bean/transaction-rules/export/{format}',
2766
+ method: 'DELETE',
2767
+ url: '/api/v1/{region}/bean/expected-transactions/{id}/skip',
2710
2768
  path: {
2711
- format: data.format,
2769
+ id: data.id,
2712
2770
  region: data.region
2713
2771
  },
2714
2772
  errors: {
2715
- 400: 'Unsupported format',
2716
- 401: 'Unauthorized'
2773
+ 400: 'Cannot undo - not in SKIPPED status',
2774
+ 404: 'Expected transaction not found'
2717
2775
  }
2718
2776
  });
2719
2777
  }
2720
2778
 
2721
2779
  /**
2722
- * Get transaction rule statistics
2780
+ * Confirm transaction match
2781
+ * Manually matches an expected transaction with an actual transaction
2723
2782
  * @param data The data for the request.
2724
- * @param data.period Statistics time period
2783
+ * @param data.id Expected transaction ID
2725
2784
  * @param data.region Region code for tenant context
2726
- * @returns RuleStatisticsResponseDto Rule statistics
2785
+ * @param data.requestBody
2786
+ * @returns unknown Match confirmed successfully
2727
2787
  * @throws ApiError
2728
2788
  */
2729
- public static transactionRuleControllerGetStatistics(
2730
- data: TransactionRuleControllerGetStatisticsData
2731
- ): CancelablePromise<TransactionRuleControllerGetStatisticsResponse> {
2789
+ public static expectedTransactionControllerConfirmMatch(
2790
+ data: ExpectedTransactionControllerConfirmMatchData
2791
+ ): CancelablePromise<ExpectedTransactionControllerConfirmMatchResponse> {
2732
2792
  return __request(OpenAPI, {
2733
- method: 'GET',
2734
- url: '/api/v1/{region}/bean/transaction-rules/statistics/{period}',
2793
+ method: 'POST',
2794
+ url: '/api/v1/{region}/bean/expected-transactions/{id}/match',
2735
2795
  path: {
2736
- period: data.period,
2796
+ id: data.id,
2737
2797
  region: data.region
2738
2798
  },
2799
+ body: data.requestBody,
2800
+ mediaType: 'application/json',
2739
2801
  errors: {
2740
- 401: 'Unauthorized'
2802
+ 400: 'Cannot match - not in PENDING status',
2803
+ 404: 'Expected or actual transaction not found',
2804
+ 409: 'Actual transaction already matched to another rule'
2741
2805
  }
2742
2806
  });
2743
2807
  }
2744
2808
 
2745
2809
  /**
2746
- * Get transaction rule detail
2810
+ * Unmatch transaction
2811
+ * Removes the match between expected and actual transaction (COMPLETED -> PENDING)
2747
2812
  * @param data The data for the request.
2748
- * @param data.ruleId Rule ID
2813
+ * @param data.id Expected transaction ID
2749
2814
  * @param data.region Region code for tenant context
2750
- * @returns TransactionRuleResponseDto Rule details
2815
+ * @returns void Match removed successfully
2751
2816
  * @throws ApiError
2752
2817
  */
2753
- public static transactionRuleControllerGetDetail(
2754
- data: TransactionRuleControllerGetDetailData
2755
- ): CancelablePromise<TransactionRuleControllerGetDetailResponse> {
2818
+ public static expectedTransactionControllerUnmatch(
2819
+ data: ExpectedTransactionControllerUnmatchData
2820
+ ): CancelablePromise<ExpectedTransactionControllerUnmatchResponse> {
2756
2821
  return __request(OpenAPI, {
2757
- method: 'GET',
2758
- url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
2822
+ method: 'DELETE',
2823
+ url: '/api/v1/{region}/bean/expected-transactions/{id}/match',
2759
2824
  path: {
2760
- ruleId: data.ruleId,
2825
+ id: data.id,
2761
2826
  region: data.region
2762
2827
  },
2763
2828
  errors: {
2764
- 401: 'Unauthorized',
2765
- 403: 'Forbidden - not owner of rule',
2766
- 404: 'Rule not found'
2829
+ 400: 'Cannot unmatch - not in COMPLETED status',
2830
+ 404: 'Expected transaction not found'
2767
2831
  }
2768
2832
  });
2769
2833
  }
2770
2834
 
2771
2835
  /**
2772
- * Update a transaction rule
2836
+ * Enter Now
2837
+ * Creates an actual transaction for an expected transaction (YNAB-style Enter Now)
2773
2838
  * @param data The data for the request.
2774
- * @param data.ruleId Rule ID to update
2839
+ * @param data.id Expected transaction ID
2775
2840
  * @param data.region Region code for tenant context
2776
2841
  * @param data.requestBody
2777
- * @returns TransactionRuleResponseDto Rule updated successfully
2842
+ * @returns unknown Transaction created successfully
2778
2843
  * @throws ApiError
2779
2844
  */
2780
- public static transactionRuleControllerUpdate(
2781
- data: TransactionRuleControllerUpdateData
2782
- ): CancelablePromise<TransactionRuleControllerUpdateResponse> {
2845
+ public static expectedTransactionControllerEnterNow(
2846
+ data: ExpectedTransactionControllerEnterNowData
2847
+ ): CancelablePromise<ExpectedTransactionControllerEnterNowResponse> {
2783
2848
  return __request(OpenAPI, {
2784
- method: 'PUT',
2785
- url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
2849
+ method: 'POST',
2850
+ url: '/api/v1/{region}/bean/expected-transactions/{id}/enter',
2786
2851
  path: {
2787
- ruleId: data.ruleId,
2852
+ id: data.id,
2788
2853
  region: data.region
2789
2854
  },
2790
2855
  body: data.requestBody,
2791
2856
  mediaType: 'application/json',
2792
2857
  errors: {
2793
- 400: 'Validation failed',
2794
- 401: 'Unauthorized',
2795
- 403: 'Forbidden - not owner of rule',
2796
- 404: 'Rule not found',
2797
- 409: 'Resource conflict - rule is being modified by another process'
2858
+ 400: 'Cannot enter - not in PENDING status or missing accounts',
2859
+ 404: 'Expected transaction or accounts not found'
2798
2860
  }
2799
2861
  });
2800
2862
  }
2863
+ }
2801
2864
 
2865
+ export class RecurringForecastService {
2802
2866
  /**
2803
- * Delete a transaction rule
2867
+ * Get cash flow forecast
2868
+ * Returns predicted outflows for the next N months based on active recurring rules
2804
2869
  * @param data The data for the request.
2805
- * @param data.ruleId Rule ID to delete
2806
2870
  * @param data.region Region code for tenant context
2807
- * @returns void Rule deleted successfully
2871
+ * @param data.months Number of months to forecast (1-12, default 3)
2872
+ * @returns ForecastResponseDto Forecast retrieved successfully
2808
2873
  * @throws ApiError
2809
2874
  */
2810
- public static transactionRuleControllerDelete(
2811
- data: TransactionRuleControllerDeleteData
2812
- ): CancelablePromise<TransactionRuleControllerDeleteResponse> {
2875
+ public static forecastControllerGetForecast(
2876
+ data: ForecastControllerGetForecastData
2877
+ ): CancelablePromise<ForecastControllerGetForecastResponse> {
2813
2878
  return __request(OpenAPI, {
2814
- method: 'DELETE',
2815
- url: '/api/v1/{region}/bean/transaction-rules/{ruleId}',
2879
+ method: 'GET',
2880
+ url: '/api/v1/{region}/bean/recurring/forecast',
2816
2881
  path: {
2817
- ruleId: data.ruleId,
2818
2882
  region: data.region
2819
2883
  },
2820
- errors: {
2821
- 401: 'Unauthorized',
2822
- 403: 'Forbidden - not owner of rule',
2823
- 404: 'Rule not found',
2824
- 409: 'Resource conflict - rule is being modified by another process'
2884
+ query: {
2885
+ months: data.months
2825
2886
  }
2826
2887
  });
2827
2888
  }
2889
+ }
2828
2890
 
2891
+ export class BeanCategoryCatalogService {
2829
2892
  /**
2830
- * Test rule matching
2893
+ * List category catalog for a region
2894
+ * Returns the region-scoped category slugs (expense/income/investment/banking/transfer/payment) for the NLP result picker, each with the categoryAccount paths the region-enabled system rules map it to (#816). CN-exclusive payment instruments (huabei/baitiao) appear only under /cn.
2831
2895
  * @param data The data for the request.
2832
- * @param data.ruleId Rule ID to test
2833
2896
  * @param data.region Region code for tenant context
2834
- * @param data.requestBody
2835
- * @returns TestRuleResponseDto Test result
2897
+ * @param data.scenario Filter by scenario
2898
+ * @param data.routeBearing Filter by routeBearing (entity-router route() consumes it)
2899
+ * @returns CategoryCatalogListResponseDto Category catalog retrieved successfully
2836
2900
  * @throws ApiError
2837
2901
  */
2838
- public static transactionRuleControllerTest(
2839
- data: TransactionRuleControllerTestData
2840
- ): CancelablePromise<TransactionRuleControllerTestResponse> {
2902
+ public static categoryCatalogControllerList(
2903
+ data: CategoryCatalogControllerListData
2904
+ ): CancelablePromise<CategoryCatalogControllerListResponse> {
2841
2905
  return __request(OpenAPI, {
2842
- method: 'POST',
2843
- url: '/api/v1/{region}/bean/transaction-rules/{ruleId}/test',
2906
+ method: 'GET',
2907
+ url: '/api/v1/{region}/bean/categories',
2844
2908
  path: {
2845
- ruleId: data.ruleId,
2846
2909
  region: data.region
2847
2910
  },
2848
- body: data.requestBody,
2849
- mediaType: 'application/json',
2850
- errors: {
2851
- 401: 'Unauthorized',
2852
- 403: 'Forbidden - not owner of rule',
2853
- 404: 'Rule not found'
2911
+ query: {
2912
+ scenario: data.scenario,
2913
+ routeBearing: data.routeBearing
2854
2914
  }
2855
2915
  });
2856
2916
  }
@@ -3035,7 +3095,7 @@ export class OnboardingService {
3035
3095
  /**
3036
3096
  * Bootstrap core accounts + register asset accounts with opening balances (ADR-0113)
3037
3097
  * @param data The data for the request.
3038
- * @param data.region Region code for tenant context
3098
+ * @param data.region Region code for tenant context. Not-yet-open codes are accepted: the universal catalog backs onboarding regardless of region (#759)
3039
3099
  * @param data.requestBody
3040
3100
  * @returns unknown Onboarding bootstrap result.
3041
3101
  * @throws ApiError
@@ -3168,13 +3228,20 @@ export class BeanExportService {
3168
3228
  /**
3169
3229
  * Export Beancount ledger as ZIP
3170
3230
  * Export all user Beancount data as a ZIP file containing ledger.beancount and yearly files in community format.
3171
- * @returns unknown
3231
+ * @param data The data for the request.
3232
+ * @param data.region Region code for tenant context
3233
+ * @returns binary ZIP archive (application/zip) streamed as an attachment
3172
3234
  * @throws ApiError
3173
3235
  */
3174
- public static exportControllerExportBeancount(): CancelablePromise<ExportControllerExportBeancountResponse> {
3236
+ public static exportControllerExportBeancount(
3237
+ data: ExportControllerExportBeancountData
3238
+ ): CancelablePromise<ExportControllerExportBeancountResponse> {
3175
3239
  return __request(OpenAPI, {
3176
3240
  method: 'GET',
3177
- url: '/api/v1/{region}/bean/export/beancount'
3241
+ url: '/api/v1/{region}/bean/export/beancount',
3242
+ path: {
3243
+ region: data.region
3244
+ }
3178
3245
  });
3179
3246
  }
3180
3247
  }
@@ -3211,7 +3278,7 @@ export class BeanImportService {
3211
3278
 
3212
3279
  /**
3213
3280
  * Identify file type
3214
- * Upload a file to check if it can be processed by any registered importer. Does not perform actual import - useful for pre-validation. Uses user-specific importer configuration.
3281
+ * 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.
3215
3282
  * @param data The data for the request.
3216
3283
  * @param data.region Region code for tenant context
3217
3284
  * @param data.formData File to identify
@@ -3769,6 +3836,31 @@ export class BeanPlatformsService {
3769
3836
  });
3770
3837
  }
3771
3838
 
3839
+ /**
3840
+ * Get the region and candidate account standards for a platform
3841
+ * @param data The data for the request.
3842
+ * @param data.id Platform ID (from a match result)
3843
+ * @param data.region Region code (ISO 3166-1 alpha-2, case-insensitive). Required for global platforms (countryCode null) — resolved as their template region; ignored when the platform has its own countryCode.
3844
+ * @param data.type Filter templates by account type (path first segment)
3845
+ * @returns PlatformStandardsResponseDto Resolved region plus the merged account-standard catalog of that region (groupable by productCategory client-side)
3846
+ * @throws ApiError
3847
+ */
3848
+ public static platformControllerGetPlatformStandards(
3849
+ data: PlatformControllerGetPlatformStandardsData
3850
+ ): CancelablePromise<PlatformControllerGetPlatformStandardsResponse> {
3851
+ return __request(OpenAPI, {
3852
+ method: 'GET',
3853
+ url: '/api/v1/bean/platforms/{id}/standards',
3854
+ path: {
3855
+ id: data.id
3856
+ },
3857
+ query: {
3858
+ region: data.region,
3859
+ type: data.type
3860
+ }
3861
+ });
3862
+ }
3863
+
3772
3864
  /**
3773
3865
  * Update a platform
3774
3866
  * @param data The data for the request.
@@ -3935,6 +4027,34 @@ export class DashboardService {
3935
4027
  }
3936
4028
  });
3937
4029
  }
4030
+
4031
+ /**
4032
+ * Get the composite P8 advisor context
4033
+ * 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
4034
+ * @param data The data for the request.
4035
+ * @param data.region Region code for tenant context
4036
+ * @param data.date As-of date for the snapshot and the trailing-12m window anchor (ISO 8601 format)
4037
+ * @returns AdvisorContextResponseDto Advisor context retrieved successfully
4038
+ * @throws ApiError
4039
+ */
4040
+ public static dashboardControllerGetAdvisorContext(
4041
+ data: DashboardControllerGetAdvisorContextData
4042
+ ): CancelablePromise<DashboardControllerGetAdvisorContextResponse> {
4043
+ return __request(OpenAPI, {
4044
+ method: 'GET',
4045
+ url: '/api/v1/{region}/dashboard/advisor-context',
4046
+ path: {
4047
+ region: data.region
4048
+ },
4049
+ query: {
4050
+ date: data.date
4051
+ },
4052
+ errors: {
4053
+ 400: 'Invalid date format',
4054
+ 401: 'User not authenticated, or the token is not advisor-scoped (exchange via POST /auth/sessions/advisor, #1512)'
4055
+ }
4056
+ });
4057
+ }
3938
4058
  }
3939
4059
 
3940
4060
  export class InvestmentService {
@@ -4010,17 +4130,75 @@ export class AuthService {
4010
4130
  }
4011
4131
  });
4012
4132
  }
4133
+
4134
+ /**
4135
+ * Exchange an access token for an advisor-scoped, short-TTL JWT (#1512)
4136
+ * @param data The data for the request.
4137
+ * @param data.requestBody
4138
+ * @returns AdvisorLoginResponseDto Advisor-scope login successful — the token is valid only on advisor tool-face endpoints (e.g. GET /:region/dashboard/advisor-context)
4139
+ * @throws ApiError
4140
+ */
4141
+ public static authControllerAdvisorTokenLogin(
4142
+ data: AuthControllerAdvisorTokenLoginData
4143
+ ): CancelablePromise<AuthControllerAdvisorTokenLoginResponse> {
4144
+ return __request(OpenAPI, {
4145
+ method: 'POST',
4146
+ url: '/api/v1/auth/sessions/advisor',
4147
+ body: data.requestBody,
4148
+ mediaType: 'application/json',
4149
+ errors: {
4150
+ 401: 'Invalid access token'
4151
+ }
4152
+ });
4153
+ }
4154
+ }
4155
+
4156
+ export class CommunityService {
4157
+ /**
4158
+ * Relay a sanitized parser-contribution payload
4159
+ * A server-side bot re-sanitizes the payload and opens an issue on the target repository; the issue URL is returned. The payload is never persisted or logged (forward-and-drop).
4160
+ * @param data The data for the request.
4161
+ * @param data.region Region code for tenant context (routing only; the institution region rides in the payload meta)
4162
+ * @param data.requestBody
4163
+ * @returns ParserContributionRelayResponseDto Issue created by the bot
4164
+ * @throws ApiError
4165
+ */
4166
+ public static parserContributionControllerCreate(
4167
+ data: ParserContributionControllerCreateData
4168
+ ): CancelablePromise<ParserContributionControllerCreateResponse> {
4169
+ return __request(OpenAPI, {
4170
+ method: 'POST',
4171
+ url: '/api/v1/{region}/community/parser-contributions',
4172
+ path: {
4173
+ region: data.region
4174
+ },
4175
+ body: data.requestBody,
4176
+ mediaType: 'application/json',
4177
+ errors: {
4178
+ 401: 'Unauthorized',
4179
+ 422: 'Validation failed (institution slug, empty samples, row/cell size limits)',
4180
+ 429: 'Rate limited (5 submissions per user per hour)',
4181
+ 501: 'Relay not configured on this deployment — clients fall back to the clipboard flow',
4182
+ 502: 'GitHub bot failure (upstream), safe to retry'
4183
+ }
4184
+ });
4185
+ }
4013
4186
  }
4014
4187
 
4015
- export class DefaultService {
4188
+ export class AdminCacheService {
4016
4189
  /**
4017
- * @returns unknown
4190
+ * Flush entire cache (L1 + L2)
4191
+ * Clears ALL cache entries across ALL namespaces and users. Use only for emergency cache corruption recovery, maintenance-window refresh, or development resets.
4192
+ * @returns unknown Cache flushed successfully
4018
4193
  * @throws ApiError
4019
4194
  */
4020
4195
  public static cacheControllerFlushCache(): CancelablePromise<CacheControllerFlushCacheResponse> {
4021
4196
  return __request(OpenAPI, {
4022
4197
  method: 'POST',
4023
- url: '/api/v1/cache/flush'
4198
+ url: '/api/v1/cache/flush',
4199
+ errors: {
4200
+ 403: 'Admin access required'
4201
+ }
4024
4202
  });
4025
4203
  }
4026
4204
  }
@@ -4189,7 +4367,7 @@ export class MarketDataService {
4189
4367
  * @param data The data for the request.
4190
4368
  * @param data.q Search term — matched against symbol and instrument name. Empty string returns [].
4191
4369
  * @param data.limit Maximum number of results (clamped 1..50)
4192
- * @param data.exchange Filter by exchange code (e.g. US, HK, SS, SZ)
4370
+ * @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)
4193
4371
  * @param data.assetType Filter by OpenBB asset_type (e.g. stock, etf)
4194
4372
  * @returns SymbolSearchResultDto Ranked search results
4195
4373
  * @throws ApiError