@firela/api-types 0.0.0-canary.da5984a1 → 0.0.0-canary.ebb51de2

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package/dist/index.d.mts CHANGED
@@ -293,6 +293,50 @@ type RegionInfoDto = {
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  type RegionsMetadataResponseDto = {
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  regions: Array<RegionInfoDto>;
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  };
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+ type CostSpecDto = {
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+ /**
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+ * Cost specification mode (mirrors engine CostSpec)
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+ */
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+ mode: 'per-unit' | 'total' | 'date' | 'label' | 'auto';
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+ /**
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+ * Per-unit cost (required when mode is "per-unit")
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+ */
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+ numberPerUnit?: string;
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+ /**
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+ * Total cost for all units (required when mode is "total")
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+ */
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+ totalNumber?: string;
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+ /**
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+ * Cost currency (required in all modes)
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+ */
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+ currency: string;
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+ /**
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+ * Lot acquisition date, ISO 8601 (required when mode is "date")
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+ */
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+ date?: string;
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+ /**
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+ * Lot label (required when mode is "label"; optional tag in buy modes)
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+ */
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+ label?: string;
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+ /**
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+ * Merge lots for AVERAGE booking (mode: auto)
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+ */
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+ merge?: boolean;
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+ };
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+ /**
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+ * Cost specification mode (mirrors engine CostSpec)
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+ */
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+ type mode = 'per-unit' | 'total' | 'date' | 'label' | 'auto';
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+ type AmountDto = {
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+ /**
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+ * Amount as decimal string (max 15 integer + 15 decimal digits)
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+ */
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+ number: string;
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+ /**
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+ * Currency/commodity code
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+ */
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+ currency: string;
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+ };
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  type CreatePostingDto = {
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  /**
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  * Account name in Beancount format (must start with uppercase, colon-separated)
@@ -312,6 +356,14 @@ type CreatePostingDto = {
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  meta?: {
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  [key: string]: unknown;
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  };
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+ /**
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+ * Cost basis (Beancount `{...}`). Maps to engine costSpec. Required for commodity holdings so they carry a monetary weight that can balance.
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+ */
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+ cost?: CostSpecDto;
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+ /**
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+ * Price annotation (Beancount `@...`). Maps to engine price. Used for valuation; cost takes priority for balance weight.
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+ */
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+ price?: AmountDto;
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  };
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  type CreateTransactionDto = {
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  /**
@@ -361,6 +413,24 @@ type CreateTransactionDto = {
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  * Transaction flag: * (cleared), ! (pending)
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  */
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  type flag = '*' | '!';
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+ type CostDetailDto = {
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+ /**
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+ * Per-unit cost basis (mirrors engine Cost.number)
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+ */
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+ number?: string;
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+ /**
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+ * Cost currency
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+ */
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+ currency?: string;
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+ /**
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+ * Lot acquisition date (ISO yyyy-mm-dd)
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+ */
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+ date?: string;
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+ /**
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+ * Lot label
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+ */
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+ label?: string;
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+ };
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  type PostingResponseDto = {
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  /**
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  * Account name
@@ -374,6 +444,10 @@ type PostingResponseDto = {
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  * Currency
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  */
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  currency?: string;
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+ /**
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+ * Booking-resolved cost (mirrors engine Cost). Undefined when the posting has no cost basis.
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+ */
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+ cost?: CostDetailDto;
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  };
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  type RecurringSuggestionDto = {
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  /**
@@ -513,6 +587,54 @@ type BatchTransactionResponseDto = {
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  */
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  failed: Array<BatchTransactionErrorDto>;
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  };
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+ type CorrectTransactionDto = {
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+ /**
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+ * Transaction date (ISO 8601 format)
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+ */
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+ date: string;
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+ /**
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+ * Transaction flag: * (cleared), ! (pending)
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+ */
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+ flag?: '*' | '!';
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+ /**
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+ * Payee name
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+ */
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+ payee?: string;
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+ /**
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+ * Transaction narration/description
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+ */
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+ narration: string;
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+ /**
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+ * Transaction tags (without # prefix)
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+ */
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+ tags?: Array<string>;
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+ /**
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+ * Transaction links (without ^ prefix)
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+ */
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+ links?: Array<string>;
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+ /**
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+ * Transaction postings (minimum 1, typically 2 for double-entry)
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+ */
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+ postings: Array<CreatePostingDto>;
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+ /**
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+ * Transaction-level metadata
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+ */
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+ meta?: {
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+ [key: string]: unknown;
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+ };
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+ /**
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+ * Unique key for idempotent transaction creation. If provided, duplicate requests with the same key will return the existing transaction.
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+ */
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+ idempotencyKey?: string;
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+ /**
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+ * Auto-create accounts if not found. When true, missing accounts will be automatically created. When false (default for API), missing accounts will cause a validation error. Set to true for quick entry scenarios where you want to create accounts on-the-fly.
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+ */
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+ autoCreateAccounts?: boolean;
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+ /**
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+ * Reason for correcting/superseding the original transaction
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+ */
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+ correctionReason?: string;
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+ };
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  type PostingDetailDto = {
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  /**
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  * Posting ID
@@ -523,9 +645,9 @@ type PostingDetailDto = {
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  */
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  accountId: string;
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  /**
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- * Account name
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+ * Fully-qualified Beancount account path
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  */
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- accountName: string;
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+ account: string;
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  /**
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  * Amount as decimal string. Typed optional but always present in responses: interpolation fills any MISSING posting before it is persisted or returned.
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  */
@@ -546,6 +668,10 @@ type PostingDetailDto = {
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  * Cost date
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  */
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  costDate?: string;
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+ /**
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+ * Booking-resolved cost (mirrors engine Cost). Undefined when the posting has no cost basis.
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+ */
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+ cost?: CostDetailDto;
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  /**
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  * Price amount
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  */
@@ -609,9 +735,9 @@ type TransactionDetailDto = {
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  */
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  status: 'ACTIVE' | 'VOIDED' | 'SUPERSEDED';
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  /**
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- * Source type (how the transaction was created)
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+ * Source type (free-form string from transaction metadata, e.g. import, api)
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  */
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- sourceType?: 'NLP' | 'CSV' | 'OCR' | 'API';
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+ sourceType?: string;
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  /**
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  * Source platform (e.g., alipay, wechat)
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  */
@@ -636,6 +762,14 @@ type TransactionDetailDto = {
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  * Correction reason (if voided or superseded)
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  */
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  correctionReason?: string;
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+ /**
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+ * ID of the transaction that supersedes this one (set when status=SUPERSEDED)
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+ */
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+ supersededBy?: string;
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+ /**
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+ * ID of the transaction this one corrected/replaced (back-link on the replacement)
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+ */
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+ originalTxn?: string;
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  };
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  /**
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  * Transaction flag
@@ -645,10 +779,6 @@ type flag2 = 'CLEARED' | 'PENDING' | 'PADDING' | 'SUMMARIZE' | 'TRANSFER' | 'CON
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  * Transaction status
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  */
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  type status2 = 'ACTIVE' | 'VOIDED' | 'SUPERSEDED';
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- /**
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- * Source type (how the transaction was created)
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- */
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- type sourceType = 'NLP' | 'CSV' | 'OCR' | 'API';
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  type TransactionListResponseDto = {
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  /**
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  * List of transactions
@@ -775,9 +905,9 @@ type TransactionSummaryDto = {
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  */
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  accountName?: string;
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  /**
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- * Source type (NLP, CSV, OCR, API)
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+ * Source type (free-form string from transaction metadata, e.g. import, api)
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  */
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- sourceType?: 'NLP' | 'CSV' | 'OCR' | 'API';
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+ sourceType?: string;
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  /**
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  * Source platform (e.g., alipay, wechat)
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  */
@@ -819,7 +949,7 @@ type ReviewSummaryDto = {
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  */
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  matchReasons: Array<string>;
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  /**
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- * Source type (NLP, CSV, OCR, API)
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+ * Source type (free-form string from transaction metadata, e.g. import, api)
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  */
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  sourceType: string;
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  /**
@@ -906,7 +1036,7 @@ type DecisionOptionDto = {
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  /**
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  * The action value to submit (e.g., UPGRADE_REPLACE, ACCEPT)
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  */
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- value: string;
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+ value: 'UPGRADE_REPLACE' | 'LINK_KEEP_BOTH' | 'IGNORE_NEW' | 'CONFIRM_DIFFERENT' | 'ACCEPT' | 'REJECT' | 'ACCEPT_AND_LEARN' | 'CHOOSE_OTHER' | 'CANCEL' | 'FIX' | 'IGNORE';
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  /**
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  * i18n message key for display label (e.g., review.payee.accept.label)
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  */
@@ -920,6 +1050,10 @@ type DecisionOptionDto = {
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  */
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  recommended?: boolean;
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  };
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+ /**
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+ * The action value to submit (e.g., UPGRADE_REPLACE, ACCEPT)
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+ */
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+ type value = 'UPGRADE_REPLACE' | 'LINK_KEEP_BOTH' | 'IGNORE_NEW' | 'CONFIRM_DIFFERENT' | 'ACCEPT' | 'REJECT' | 'ACCEPT_AND_LEARN' | 'CHOOSE_OTHER' | 'CANCEL' | 'FIX' | 'IGNORE';
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  type ReviewDetailDto = {
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  /**
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  * Review item ID
@@ -956,7 +1090,7 @@ type ReviewDetailDto = {
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  */
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  matchReasons: Array<string>;
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  /**
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- * Source type (NLP, CSV, OCR, API)
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+ * Source type (free-form string from transaction metadata, e.g. import, api)
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  */
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  sourceType: string;
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  /**
@@ -1008,9 +1142,9 @@ type ReviewDetailDto = {
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  };
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  type ResolveReviewDto = {
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  /**
1011
- * Decision action. Available actions vary by review type: DUPLICATE: UPGRADE_REPLACE, KEEP_EXISTING, KEEP_BOTH | PAYEE_MATCH: ACCEPT, REJECT, ACCEPT_AND_LEARN | ACCOUNT_VALIDATION: FIX, REJECT | RULE_MATCH: ACCEPT, REJECT, ACCEPT_AND_LEARN
1145
+ * Decision action. Valid actions vary by review type see DecisionOptionDto.value returned by the review detail endpoint.
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  */
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- action: string;
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+ action: 'UPGRADE_REPLACE' | 'LINK_KEEP_BOTH' | 'IGNORE_NEW' | 'CONFIRM_DIFFERENT' | 'ACCEPT' | 'REJECT' | 'ACCEPT_AND_LEARN' | 'CHOOSE_OTHER' | 'CANCEL' | 'FIX' | 'IGNORE';
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  /**
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  * Additional data for the decision (e.g., selected account ID)
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  */
@@ -1018,6 +1152,10 @@ type ResolveReviewDto = {
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  [key: string]: unknown;
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  };
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  };
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+ /**
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+ * Decision action. Valid actions vary by review type — see DecisionOptionDto.value returned by the review detail endpoint.
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+ */
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+ type action = 'UPGRADE_REPLACE' | 'LINK_KEEP_BOTH' | 'IGNORE_NEW' | 'CONFIRM_DIFFERENT' | 'ACCEPT' | 'REJECT' | 'ACCEPT_AND_LEARN' | 'CHOOSE_OTHER' | 'CANCEL' | 'FIX' | 'IGNORE';
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  type ResolveResultDto = {
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  /**
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  * Whether resolution was successful
@@ -1072,7 +1210,7 @@ type BatchResolveDto = {
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  /**
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  * Decision action to apply to all items
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  */
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- action: string;
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+ action: 'UPGRADE_REPLACE' | 'LINK_KEEP_BOTH' | 'IGNORE_NEW' | 'CONFIRM_DIFFERENT' | 'ACCEPT' | 'REJECT' | 'ACCEPT_AND_LEARN' | 'CHOOSE_OTHER' | 'CANCEL' | 'FIX' | 'IGNORE';
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  /**
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  * Additional data for the decision
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  */
@@ -2899,32 +3037,6 @@ type ProviderSyncDto = {
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  */
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  transactions: unknown[];
2901
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  };
2902
- type ProviderSyncResponseDto = {
2903
- /**
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- * Number of transactions successfully imported
2905
- */
2906
- imported: number;
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- /**
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- * Number of transactions skipped (duplicates)
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- */
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- skipped: number;
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- /**
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- * Number of transactions pending review
2913
- */
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- pendingReview: number;
2915
- /**
2916
- * Number of transactions that failed to import
2917
- */
2918
- failed: number;
2919
- /**
2920
- * IDs of successfully imported transactions
2921
- */
2922
- importedTransactionIds?: Array<string>;
2923
- /**
2924
- * IDs of review items created for branched transactions
2925
- */
2926
- reviewItemIds?: Array<string>;
2927
- };
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  type SupportedProvidersResponseDto = {
2929
3041
  /**
2930
3042
  * List of supported provider names
@@ -2932,6 +3044,7 @@ type SupportedProvidersResponseDto = {
2932
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  providers: Array<string>;
2933
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  };
2934
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  type ParserTelemetryReportDto = unknown;
3047
+ type UncoveredFormatMissDto = unknown;
2935
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  type ProcessNlpDto = {
2936
3049
  /**
2937
3050
  * Natural language text describing a transaction (Chinese)
@@ -2948,564 +3061,373 @@ type ProcessNlpDto = {
2948
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  [key: string]: unknown;
2949
3062
  };
2950
3063
  };
2951
- type NlpTransactionInfoDto = {
3064
+ type BalanceByCurrencyDto = {
2952
3065
  /**
2953
- * Transaction ID
3066
+ * ISO 4217 currency code
2954
3067
  */
2955
- id: string;
3068
+ currency: string;
2956
3069
  /**
2957
- * Transaction date (ISO format)
3070
+ * Balance amount
2958
3071
  */
2959
- date: string;
3072
+ balance: string;
3073
+ };
3074
+ type NetWorthByCurrencyDto = {
2960
3075
  /**
2961
- * Transaction amount
3076
+ * Net worth by currency
2962
3077
  */
2963
- amount: number;
3078
+ netWorth: Array<BalanceByCurrencyDto>;
2964
3079
  /**
2965
- * Currency code
3080
+ * Assets by currency
2966
3081
  */
2967
- currency: string;
3082
+ assets: Array<BalanceByCurrencyDto>;
2968
3083
  /**
2969
- * Payee name
3084
+ * Liabilities by currency
2970
3085
  */
2971
- payee?: string;
3086
+ liabilities: Array<BalanceByCurrencyDto>;
3087
+ };
3088
+ type ConvertedNetWorthDto = {
2972
3089
  /**
2973
- * Transaction narration
3090
+ * Base currency for conversion
2974
3091
  */
2975
- narration?: string;
3092
+ baseCurrency: string;
2976
3093
  /**
2977
- * Warning message for special transaction scenarios (e.g., cross-currency settlement)
3094
+ * Converted net worth
2978
3095
  */
2979
- warning?: string;
2980
- };
2981
- type NlpParsedDataDto = {
3096
+ netWorth: string;
2982
3097
  /**
2983
- * Extracted amount
3098
+ * Converted assets
2984
3099
  */
2985
- amount?: number;
3100
+ assets: string;
2986
3101
  /**
2987
- * Currency code
3102
+ * Converted liabilities
2988
3103
  */
2989
- currency?: string;
3104
+ liabilities: string;
2990
3105
  /**
2991
- * Transaction date (ISO format)
3106
+ * Exchange rates used for conversion
2992
3107
  */
2993
- date?: string;
3108
+ exchangeRates: {
3109
+ [key: string]: unknown;
3110
+ };
3111
+ };
3112
+ type ExchangeRateWarningDto = {
2994
3113
  /**
2995
- * Payee name
3114
+ * Warning type
2996
3115
  */
2997
- payee?: string;
3116
+ type: string;
2998
3117
  /**
2999
- * Transaction narration
3118
+ * Currency without exchange rate
3000
3119
  */
3001
- narration?: string;
3120
+ currency: string;
3121
+ /**
3122
+ * Total amount affected
3123
+ */
3124
+ totalAmount: string;
3125
+ };
3126
+ type NetWorthResponseDto = {
3002
3127
  /**
3003
- * Category
3128
+ * Total net worth (assets - liabilities, converted to base currency)
3004
3129
  */
3005
- category?: string;
3130
+ netWorth: string;
3006
3131
  /**
3007
- * Income type (e.g., Salary, Bonus, Dividend, Interest)
3132
+ * Total assets value (converted)
3008
3133
  */
3009
- incomeType?: string;
3134
+ assets: string;
3010
3135
  /**
3011
- * Income source (e.g., company name)
3136
+ * Total liabilities value (positive number, converted)
3012
3137
  */
3013
- incomeSource?: string;
3138
+ liabilities: string;
3014
3139
  /**
3015
- * Security symbol code (e.g., 600519, AAPL)
3140
+ * Monthly return (change from last month)
3016
3141
  */
3017
- symbol?: string;
3142
+ monthlyReturn: string;
3018
3143
  /**
3019
- * Quantity of shares/units
3144
+ * Monthly return percentage
3020
3145
  */
3021
- quantity?: number;
3146
+ monthlyReturnPercentage: string;
3022
3147
  /**
3023
- * Unit price per share/unit
3148
+ * Base currency code
3024
3149
  */
3025
- price?: number;
3150
+ currency: string;
3026
3151
  /**
3027
- * Investment action
3152
+ * Data as of date (ISO 8601)
3028
3153
  */
3029
- investmentAction?: 'buy' | 'sell';
3154
+ asOf: string;
3030
3155
  /**
3031
- * Payment source: asset (default) or liability (credit card)
3156
+ * Balances grouped by original currency
3032
3157
  */
3033
- paymentSource?: 'asset' | 'liability';
3158
+ byCurrency?: NetWorthByCurrencyDto;
3034
3159
  /**
3035
- * Liability account hint (CreditCard/Huabei/Baitiao)
3160
+ * Converted values in base currency (undefined if no exchange rates available)
3036
3161
  */
3037
- liabilityHint?: string;
3162
+ converted?: ConvertedNetWorthDto;
3038
3163
  /**
3039
- * Warning message for special scenarios (e.g., cross-currency settlement)
3164
+ * Exchange rate warnings
3040
3165
  */
3041
- warning?: string;
3166
+ warnings?: Array<ExchangeRateWarningDto>;
3042
3167
  };
3043
- /**
3044
- * Investment action
3045
- */
3046
- type investmentAction = 'buy' | 'sell';
3047
- /**
3048
- * Payment source: asset (default) or liability (credit card)
3049
- */
3050
- type paymentSource = 'asset' | 'liability';
3051
- type NlpSourceTransactionDto = {
3168
+ type AccountItemDto = {
3052
3169
  /**
3053
- * Transaction date (ISO format)
3170
+ * Account ID
3054
3171
  */
3055
- date: string;
3172
+ id: string;
3056
3173
  /**
3057
- * Amount as string
3174
+ * Full account name
3058
3175
  */
3059
- amount: string;
3176
+ name: string;
3060
3177
  /**
3061
- * Currency code
3178
+ * Display name (last part of account path)
3062
3179
  */
3063
- currency: string;
3180
+ displayName: string;
3064
3181
  /**
3065
- * Payee name
3182
+ * Account balance
3066
3183
  */
3067
- payee?: string;
3184
+ balance: string;
3068
3185
  /**
3069
- * Transaction narration
3186
+ * Currency code
3070
3187
  */
3071
- narration: string;
3188
+ currency: string;
3072
3189
  };
3073
- type NlpTargetTransactionDto = {
3190
+ type PlatformGroupDto = {
3074
3191
  /**
3075
- * Existing transaction ID
3192
+ * Platform ID
3076
3193
  */
3077
- id: string;
3194
+ platformId: string;
3078
3195
  /**
3079
- * Transaction date (ISO format)
3196
+ * Platform display name
3080
3197
  */
3081
- date: string;
3198
+ platformName: string;
3082
3199
  /**
3083
- * Amount as string
3200
+ * Accounts within this platform
3084
3201
  */
3085
- amount: string;
3202
+ accounts: Array<AccountItemDto>;
3086
3203
  /**
3087
- * Currency code
3204
+ * Total balance across all accounts in platform
3088
3205
  */
3089
- currency: string;
3206
+ totalBalance: string;
3207
+ };
3208
+ type AccountsSummaryDto = {
3090
3209
  /**
3091
- * Payee name
3210
+ * Total number of accounts
3092
3211
  */
3093
- payee?: string;
3212
+ totalAccounts: number;
3094
3213
  /**
3095
- * Transaction narration
3214
+ * Total number of platforms
3096
3215
  */
3097
- narration: string;
3216
+ totalPlatforms: number;
3098
3217
  };
3099
- type NlpSimilarityDto = {
3218
+ type AccountsResponseDto = {
3100
3219
  /**
3101
- * Whether dates match
3220
+ * Account groups by platform
3102
3221
  */
3103
- dateMatch: boolean;
3222
+ groups: Array<PlatformGroupDto>;
3104
3223
  /**
3105
- * Date difference in days
3224
+ * Summary statistics
3106
3225
  */
3107
- dateDiff: number;
3108
- /**
3109
- * Whether amounts match
3110
- */
3111
- amountMatch: boolean;
3112
- /**
3113
- * Amount difference as decimal string
3114
- */
3115
- amountDiff: string;
3116
- /**
3117
- * Whether payees match
3118
- */
3119
- payeeMatch: boolean;
3120
- /**
3121
- * Payee similarity score (0-1)
3122
- */
3123
- payeeSimilarity: number;
3124
- /**
3125
- * Account overlap score (0-1)
3126
- */
3127
- accountOverlap: number;
3128
- };
3129
- type NlpDuplicateConfirmationDataDto = {
3130
- /**
3131
- * Duplicate detection confidence score (0.5-0.89)
3132
- */
3133
- confidence: number;
3134
- /**
3135
- * Source transaction summary (the new transaction being entered)
3136
- */
3137
- sourceTransaction: NlpSourceTransactionDto;
3138
- /**
3139
- * Target transaction summary (existing potential duplicate)
3140
- */
3141
- targetTransaction: NlpTargetTransactionDto;
3142
- /**
3143
- * Detailed similarity information
3144
- */
3145
- similarity: NlpSimilarityDto;
3146
- /**
3147
- * Human-readable reasons for duplicate detection
3148
- */
3149
- reasons: Array<string>;
3150
- };
3151
- type NlpRuleConfirmationDataDto = {
3152
- /**
3153
- * Rule match confidence score (0.5-0.74)
3154
- */
3155
- confidence: number;
3156
- /**
3157
- * Matched rule information
3158
- */
3159
- matchedRule: {
3160
- [key: string]: unknown;
3161
- };
3162
- /**
3163
- * Suggested accounts from the rule
3164
- */
3165
- suggestedAccounts: {
3166
- [key: string]: unknown;
3167
- };
3168
- /**
3169
- * Alternative rules that also match
3170
- */
3171
- alternatives: unknown[];
3172
- /**
3173
- * Human-readable reasons for the match
3174
- */
3175
- reasons: Array<string>;
3176
- };
3177
- type NlpAccountConfirmationDataDto = {
3178
- /**
3179
- * The invalid account name
3180
- */
3181
- invalidAccount: string;
3182
- /**
3183
- * Suggested replacement account
3184
- */
3185
- suggestedAccount: string;
3186
- /**
3187
- * Similar accounts for user selection
3188
- */
3189
- similarAccounts: Array<string>;
3190
- /**
3191
- * Error message explaining the issue
3192
- */
3193
- errorMessage: string;
3194
- /**
3195
- * Transaction context for reference
3196
- */
3197
- transactionContext: {
3198
- [key: string]: unknown;
3199
- };
3226
+ summary: AccountsSummaryDto;
3200
3227
  };
3201
- type NlpSuggestedPayeeDto = {
3228
+ type AccountItemWithAssetClassDto = {
3202
3229
  /**
3203
- * Payee ID
3230
+ * Account ID
3204
3231
  */
3205
3232
  id: string;
3206
3233
  /**
3207
- * Payee name
3234
+ * Full account name
3208
3235
  */
3209
3236
  name: string;
3210
3237
  /**
3211
- * Payee category
3212
- */
3213
- category?: string;
3214
- /**
3215
- * Source of the payee
3216
- */
3217
- source?: 'user' | 'global';
3218
- /**
3219
- * PayeeProfile ID (if matched from global)
3220
- */
3221
- payeeProfileId?: string;
3222
- };
3223
- /**
3224
- * Source of the payee
3225
- */
3226
- type source = 'user' | 'global';
3227
- type NlpAlternativePayeeDto = {
3228
- /**
3229
- * Payee ID
3230
- */
3231
- id: string;
3232
- /**
3233
- * Payee name
3238
+ * Display name (last part of account path)
3234
3239
  */
3235
- name: string;
3240
+ displayName: string;
3236
3241
  /**
3237
- * Similarity score (0-1)
3242
+ * Account balance
3238
3243
  */
3239
- similarity: number;
3240
- };
3241
- type NlpPayeeConfirmationDataDto = {
3244
+ balance: string;
3242
3245
  /**
3243
- * Confidence score for the payee match (0-1)
3246
+ * Currency code
3244
3247
  */
3245
- confidence: number;
3248
+ currency: string;
3246
3249
  /**
3247
- * Original payee string from user input
3250
+ * Asset class
3248
3251
  */
3249
- originalPayee: string;
3252
+ assetClass: string;
3250
3253
  /**
3251
- * Suggested payee to use (null when no similar payees found)
3254
+ * Asset sub-class (Prisma-compatible)
3252
3255
  */
3253
- suggestedPayee?: NlpSuggestedPayeeDto | null;
3256
+ assetSubClass?: string;
3254
3257
  /**
3255
- * Similarity score between original and suggested (0-1)
3258
+ * Regional sub-class (region-specific, for display)
3256
3259
  */
3257
- similarity: number;
3260
+ regionalSubClass?: string;
3258
3261
  /**
3259
- * Alternative payee options
3262
+ * Risk level
3260
3263
  */
3261
- alternatives: Array<NlpAlternativePayeeDto>;
3264
+ riskLevel?: string;
3262
3265
  /**
3263
- * Human-readable reasons for the match
3266
+ * ADR-0105 classification provenance (holding level always; account level only on FALLBACK)
3264
3267
  */
3265
- reasons: Array<string>;
3268
+ source?: 'USER_META' | 'FIAT_CURRENCY' | 'OPENBB_MAPPING' | 'FALLBACK';
3266
3269
  };
3267
- type RecurringMatchInfoDto = {
3268
- /**
3269
- * Expected transaction ID
3270
- */
3271
- expectedId: string;
3272
- /**
3273
- * Recurring rule ID
3274
- */
3275
- ruleId: string;
3276
- /**
3277
- * Rule name for display
3278
- */
3279
- ruleName: string;
3280
- /**
3281
- * Rule icon
3282
- */
3283
- ruleIcon?: string;
3284
- /**
3285
- * Expected date (YYYY-MM-DD)
3286
- */
3287
- expectedDate: string;
3288
- /**
3289
- * Expected amount
3290
- */
3291
- expectedAmount: number;
3292
- /**
3293
- * Match confidence score (0-1)
3294
- */
3295
- confidence: number;
3270
+ /**
3271
+ * ADR-0105 classification provenance (holding level always; account level only on FALLBACK)
3272
+ */
3273
+ type source = 'USER_META' | 'FIAT_CURRENCY' | 'OPENBB_MAPPING' | 'FALLBACK';
3274
+ type AssetClassGroupDto = {
3296
3275
  /**
3297
- * Whether auto-matched (confidence >= 0.82)
3276
+ * Asset class name
3298
3277
  */
3299
- isAutoMatched: boolean;
3300
- };
3301
- type NlpSuggestedAccountDto = {
3278
+ assetClass: 'LIQUIDITY' | 'EQUITY' | 'FIXED_INCOME' | 'PRECIOUS_METALS' | 'COMMODITY' | 'INSURANCE' | 'ALTERNATIVE_INVESTMENT' | 'PERSONAL_ASSETS' | 'LIABILITY' | 'REAL_ESTATE' | 'INDEX';
3302
3279
  /**
3303
- * Suggested account path
3280
+ * Asset sub-class name
3304
3281
  */
3305
- account: string;
3282
+ assetSubClass?: string;
3306
3283
  /**
3307
- * Confidence score for this suggestion (0-1)
3284
+ * Accounts within this asset class
3308
3285
  */
3309
- confidence?: number;
3310
- };
3311
- type NlpSuggestedAccountsDto = {
3286
+ accounts: Array<AccountItemWithAssetClassDto>;
3312
3287
  /**
3313
- * Source account suggestion (where money comes from). For expense: asset/liability account. For income: income account.
3288
+ * Balances grouped by currency
3314
3289
  */
3315
- source?: NlpSuggestedAccountDto;
3290
+ balanceByCurrency: Array<BalanceByCurrencyDto>;
3316
3291
  /**
3317
- * Destination account suggestion (where money goes to). For expense: expense account. For income: asset/liability account.
3292
+ * Converted balance in base currency
3318
3293
  */
3319
- destination?: NlpSuggestedAccountDto;
3294
+ convertedBalance?: string;
3320
3295
  };
3321
- type NlpDefaultAccountsDto = {
3296
+ /**
3297
+ * Asset class name
3298
+ */
3299
+ type assetClass = 'LIQUIDITY' | 'EQUITY' | 'FIXED_INCOME' | 'PRECIOUS_METALS' | 'COMMODITY' | 'INSURANCE' | 'ALTERNATIVE_INVESTMENT' | 'PERSONAL_ASSETS' | 'LIABILITY' | 'REAL_ESTATE' | 'INDEX';
3300
+ type AccountExchangeRateWarningDto = {
3322
3301
  /**
3323
- * Default asset account
3302
+ * Warning type
3324
3303
  */
3325
- asset: string;
3304
+ type: string;
3326
3305
  /**
3327
- * Default expense account
3306
+ * Currency without exchange rate
3328
3307
  */
3329
- expense: string;
3308
+ currency: string;
3330
3309
  /**
3331
- * Default income account
3310
+ * Affected account paths
3332
3311
  */
3333
- income: string;
3312
+ accounts: Array<string>;
3334
3313
  /**
3335
- * Default liability account
3314
+ * Total amount in this currency
3336
3315
  */
3337
- liability: string;
3316
+ totalAmount: string;
3338
3317
  };
3339
- type NlpResponseDto = {
3340
- /**
3341
- * Response status
3342
- */
3343
- status: 'success' | 'pending' | 'error';
3344
- /**
3345
- * Action taken or requested
3346
- */
3347
- action: 'created' | 'ask' | 'confirm' | 'confirm_duplicate' | 'confirm_rule' | 'confirm_account' | 'confirm_payee' | 'cancel';
3348
- /**
3349
- * Transaction intent detected by EntityRouter (v6.0: 5 core intents). Frontend uses this to render scenario-specific form fields.
3350
- */
3351
- intent?: 'expense' | 'asset' | 'income' | 'liability' | 'equity';
3352
- /**
3353
- * Asset sub-type (only present when intent is "asset"). Determines which asset-related form to render.
3354
- */
3355
- assetSubType?: 'transfer' | 'banking' | 'investment';
3356
- /**
3357
- * Liability sub-type (only present when intent is "liability"). borrow: borrowing money (Liabilities → Assets), repay: repaying debt (Assets → Liabilities).
3358
- */
3359
- liabilitySubType?: 'borrow' | 'repay';
3360
- /**
3361
- * Equity sub-type (only present when intent is "equity"). opening: account opening balance (Equity → Assets), adjustment: balance correction.
3362
- */
3363
- equitySubType?: 'opening' | 'adjustment';
3318
+ type AssetClassSummaryDto = {
3364
3319
  /**
3365
- * Payment source for expense transactions (v6.1). Indicates whether payment comes from asset or liability account. Only present when intent is "expense".
3320
+ * Total number of accounts
3366
3321
  */
3367
- paymentSource?: 'asset' | 'liability';
3322
+ totalAccounts: number;
3368
3323
  /**
3369
- * Liability account type hint for credit card/BNPL spending (v6.1). Only present when paymentSource is "liability". Values: CreditCard, Huabei, Baitiao
3324
+ * Total number of asset classes
3370
3325
  */
3371
- liabilityHint?: string;
3326
+ totalAssetClasses: number;
3372
3327
  /**
3373
- * Human-readable message (for ask or error actions). Deprecated: Use messageKey for i18n support.
3374
- * @deprecated
3328
+ * Base currency for conversion
3375
3329
  */
3376
- message?: string;
3330
+ baseCurrency: string;
3377
3331
  /**
3378
- * i18n message key for frontend translation. Use this instead of message for internationalization support.
3332
+ * Exchange rate warnings
3379
3333
  */
3380
- messageKey?: string;
3334
+ warnings?: Array<AccountExchangeRateWarningDto>;
3381
3335
  /**
3382
- * Parameters for message interpolation. Used with messageKey for dynamic values in translated messages.
3336
+ * ADR-0105 §4 fallback provenance stats (holding level only). valueRatio is the grey-area share of total converted value; count is the number of source=FALLBACK holdings.
3383
3337
  */
3384
- messageParams?: {
3338
+ fallback?: {
3385
3339
  [key: string]: unknown;
3386
3340
  };
3341
+ };
3342
+ type AssetClassAccountsResponseDto = {
3387
3343
  /**
3388
- * Session ID for multi-turn dialogue. Must be included in subsequent requests to continue the conversation.
3389
- */
3390
- sessionId?: string;
3391
- /**
3392
- * Which slot is waiting for user input
3393
- */
3394
- waitingFor?: string;
3395
- /**
3396
- * Created transaction info (for created action)
3397
- */
3398
- transaction?: NlpTransactionInfoDto;
3399
- /**
3400
- * Parsed data for confirmation (when action is "confirm"). Contains extracted fields that user should verify before transaction creation.
3344
+ * Account groups by asset class
3401
3345
  */
3402
- parsedData?: NlpParsedDataDto;
3346
+ groups: Array<AssetClassGroupDto>;
3403
3347
  /**
3404
- * Duplicate detection data (when action is "confirm_duplicate"). Contains information about potential duplicate transaction for user confirmation.
3348
+ * Summary statistics
3405
3349
  */
3406
- duplicateData?: NlpDuplicateConfirmationDataDto;
3350
+ summary: AssetClassSummaryDto;
3407
3351
  /**
3408
- * Rule match data (when action is "confirm_rule"). Contains information about medium-confidence rule match for user confirmation.
3352
+ * ADR-0105 §6 holding-level grey-area bucket (source=FALLBACK holdings peeled out of groups). Present only for groupBy=holdingAssetClass when FALLBACK holdings exist.
3409
3353
  */
3410
- ruleData?: NlpRuleConfirmationDataDto;
3354
+ uncategorized?: AssetClassGroupDto;
3355
+ };
3356
+ type HoldingAssetClassAccountSliceDto = {
3411
3357
  /**
3412
- * Account validation data (when action is "confirm_account"). Contains information about invalid account for user correction.
3358
+ * Account ID
3413
3359
  */
3414
- accountData?: NlpAccountConfirmationDataDto;
3360
+ accountId: string;
3415
3361
  /**
3416
- * Payee confirmation data (when action is "confirm_payee"). Contains information about medium/low confidence payee match for user confirmation.
3362
+ * Full account path
3417
3363
  */
3418
- payeeData?: NlpPayeeConfirmationDataDto;
3364
+ accountPath: string;
3419
3365
  /**
3420
- * Overall confidence score (0-1)
3366
+ * Currency of the holding with the largest converted base value; undefined when no holding is convertible
3421
3367
  */
3422
- confidence?: number;
3368
+ accountCurrency?: string;
3423
3369
  /**
3424
- * Confidence threshold for automatic creation (default: 0.75). When confidence < threshold, action will be "confirm" requiring user verification.
3370
+ * Account's market value in base currency (Σ converted holdings; grey bucket included)
3425
3371
  */
3426
- confidenceThreshold?: number;
3372
+ marketValueBase: string;
3427
3373
  /**
3428
- * Recurring transaction match info (when action is "created"). Contains match details when transaction matches a pending expected transaction.
3374
+ * Share of the global total (0-100). 0 when globalTotal is zero (no NaN/Infinity).
3429
3375
  */
3430
- recurringMatch?: RecurringMatchInfoDto;
3376
+ shareOfTotalPct: number;
3431
3377
  /**
3432
- * Recurring rule creation suggestion (when action is "created"). Contains suggestion to create a recurring rule based on detected patterns. Only present when no existing rule matched and similar historical transactions were found.
3378
+ * Per-account asset-class breakdown
3433
3379
  */
3434
- recurringSuggestion?: RecurringSuggestionDto;
3380
+ groups: Array<AssetClassGroupDto>;
3435
3381
  /**
3436
- * Suggested accounts for this transaction. Contains recommended source and destination accounts based on the detected intent and rules.
3382
+ * Per-account grey bucket (source=FALLBACK holdings, incl. broker cash)
3437
3383
  */
3438
- suggestedAccounts?: NlpSuggestedAccountsDto;
3384
+ uncategorized?: AssetClassGroupDto;
3439
3385
  /**
3440
- * Default accounts for the user/region. These are fallback accounts used when no specific suggestion is available.
3386
+ * Every holding row for this account (account ID in each row’s `id` field)
3441
3387
  */
3442
- defaultAccounts?: NlpDefaultAccountsDto;
3388
+ holdings: Array<AccountItemWithAssetClassDto>;
3443
3389
  };
3444
- /**
3445
- * Response status
3446
- */
3447
- type status4 = 'success' | 'pending' | 'error';
3448
- /**
3449
- * Action taken or requested
3450
- */
3451
- type action = 'created' | 'ask' | 'confirm' | 'confirm_duplicate' | 'confirm_rule' | 'confirm_account' | 'confirm_payee' | 'cancel';
3452
- /**
3453
- * Transaction intent detected by EntityRouter (v6.0: 5 core intents). Frontend uses this to render scenario-specific form fields.
3454
- */
3455
- type intent = 'expense' | 'asset' | 'income' | 'liability' | 'equity';
3456
- /**
3457
- * Asset sub-type (only present when intent is "asset"). Determines which asset-related form to render.
3458
- */
3459
- type assetSubType = 'transfer' | 'banking' | 'investment';
3460
- /**
3461
- * Liability sub-type (only present when intent is "liability"). borrow: borrowing money (Liabilities → Assets), repay: repaying debt (Assets → Liabilities).
3462
- */
3463
- type liabilitySubType = 'borrow' | 'repay';
3464
- /**
3465
- * Equity sub-type (only present when intent is "equity"). opening: account opening balance (Equity → Assets), adjustment: balance correction.
3466
- */
3467
- type equitySubType = 'opening' | 'adjustment';
3468
- type BalanceByCurrencyDto = {
3390
+ type HoldingAssetClassCrossAccountResponseDto = {
3469
3391
  /**
3470
- * ISO 4217 currency code
3392
+ * Merged cross-account holding aggregation
3471
3393
  */
3472
- currency: string;
3394
+ global: AssetClassAccountsResponseDto;
3473
3395
  /**
3474
- * Balance amount
3396
+ * Per-account slices
3475
3397
  */
3476
- balance: string;
3398
+ byAccount: Array<HoldingAssetClassAccountSliceDto>;
3477
3399
  };
3478
- type NetWorthByCurrencyDto = {
3400
+ type CashFlowByCurrencyDto = {
3479
3401
  /**
3480
- * Net worth by currency
3402
+ * Income by currency
3481
3403
  */
3482
- netWorth: Array<BalanceByCurrencyDto>;
3404
+ income: Array<BalanceByCurrencyDto>;
3483
3405
  /**
3484
- * Assets by currency
3406
+ * Expense by currency
3485
3407
  */
3486
- assets: Array<BalanceByCurrencyDto>;
3408
+ expense: Array<BalanceByCurrencyDto>;
3487
3409
  /**
3488
- * Liabilities by currency
3410
+ * Net savings by currency
3489
3411
  */
3490
- liabilities: Array<BalanceByCurrencyDto>;
3412
+ netSavings: Array<BalanceByCurrencyDto>;
3491
3413
  };
3492
- type ConvertedNetWorthDto = {
3414
+ type ConvertedCashFlowDto = {
3493
3415
  /**
3494
3416
  * Base currency for conversion
3495
3417
  */
3496
3418
  baseCurrency: string;
3497
3419
  /**
3498
- * Converted net worth
3420
+ * Converted income
3499
3421
  */
3500
- netWorth: string;
3422
+ income: string;
3501
3423
  /**
3502
- * Converted assets
3424
+ * Converted expense
3503
3425
  */
3504
- assets: string;
3426
+ expense: string;
3505
3427
  /**
3506
- * Converted liabilities
3428
+ * Converted net savings
3507
3429
  */
3508
- liabilities: string;
3430
+ netSavings: string;
3509
3431
  /**
3510
3432
  * Exchange rates used for conversion
3511
3433
  */
@@ -3513,307 +3435,312 @@ type ConvertedNetWorthDto = {
3513
3435
  [key: string]: unknown;
3514
3436
  };
3515
3437
  };
3516
- type ExchangeRateWarningDto = {
3517
- /**
3518
- * Warning type
3519
- */
3520
- type: string;
3521
- /**
3522
- * Currency without exchange rate
3523
- */
3524
- currency: string;
3525
- /**
3526
- * Total amount affected
3527
- */
3528
- totalAmount: string;
3529
- };
3530
- type NetWorthResponseDto = {
3438
+ type CashFlowResponseDto = {
3531
3439
  /**
3532
- * Total net worth (assets - liabilities, converted to base currency)
3440
+ * Period identifier (YYYY-MM)
3533
3441
  */
3534
- netWorth: string;
3442
+ period: string;
3535
3443
  /**
3536
- * Total assets value (converted)
3444
+ * Total income for the period (converted)
3537
3445
  */
3538
- assets: string;
3446
+ income: string;
3539
3447
  /**
3540
- * Total liabilities value (positive number, converted)
3448
+ * Total expenses for the period (converted)
3541
3449
  */
3542
- liabilities: string;
3450
+ expense: string;
3543
3451
  /**
3544
- * Monthly return (change from last month)
3452
+ * Net savings (income - expense, converted)
3545
3453
  */
3546
- monthlyReturn: string;
3454
+ netSavings: string;
3547
3455
  /**
3548
- * Monthly return percentage
3456
+ * Savings rate percentage (netSavings / income * 100)
3549
3457
  */
3550
- monthlyReturnPercentage: string;
3458
+ savingsRate: string;
3551
3459
  /**
3552
3460
  * Base currency code
3553
3461
  */
3554
3462
  currency: string;
3555
3463
  /**
3556
- * Data as of date (ISO 8601)
3557
- */
3558
- asOf: string;
3559
- /**
3560
- * Balances grouped by original currency
3464
+ * Cash flow grouped by original currency
3561
3465
  */
3562
- byCurrency?: NetWorthByCurrencyDto;
3466
+ byCurrency?: CashFlowByCurrencyDto;
3563
3467
  /**
3564
- * Converted values in base currency (undefined if no exchange rates available)
3468
+ * Converted values in base currency
3565
3469
  */
3566
- converted?: ConvertedNetWorthDto;
3470
+ converted?: ConvertedCashFlowDto;
3567
3471
  /**
3568
3472
  * Exchange rate warnings
3569
3473
  */
3570
3474
  warnings?: Array<ExchangeRateWarningDto>;
3571
3475
  };
3572
- type AccountItemDto = {
3573
- /**
3574
- * Account ID
3575
- */
3576
- id: string;
3476
+ type MonetaryDto = {
3577
3477
  /**
3578
- * Full account name
3579
- */
3580
- name: string;
3581
- /**
3582
- * Display name (last part of account path)
3478
+ * Amount (Decimal string)
3583
3479
  */
3584
- displayName: string;
3480
+ amount: string;
3585
3481
  /**
3586
- * Account balance
3587
- */
3588
- balance: string;
3589
- /**
3590
- * Currency code
3482
+ * ISO 4217 currency
3591
3483
  */
3592
3484
  currency: string;
3593
- };
3594
- type PlatformGroupDto = {
3595
- /**
3596
- * Platform ID
3597
- */
3598
- platformId: string;
3599
- /**
3600
- * Platform display name
3601
- */
3602
- platformName: string;
3603
3485
  /**
3604
- * Accounts within this platform
3605
- */
3606
- accounts: Array<AccountItemDto>;
3607
- /**
3608
- * Total balance across all accounts in platform
3486
+ * Converted to user base currency (Decimal string)
3609
3487
  */
3610
- totalBalance: string;
3488
+ baseCcyEquivalent?: {
3489
+ [key: string]: unknown;
3490
+ } | null;
3611
3491
  };
3612
- type AccountsSummaryDto = {
3492
+ type CurrentPriceDto = {
3613
3493
  /**
3614
- * Total number of accounts
3494
+ * Price amount (Decimal string)
3615
3495
  */
3616
- totalAccounts: number;
3496
+ amount: string;
3617
3497
  /**
3618
- * Total number of platforms
3498
+ * Price currency (ISO 4217)
3619
3499
  */
3620
- totalPlatforms: number;
3621
- };
3622
- type AccountsResponseDto = {
3500
+ currency: string;
3623
3501
  /**
3624
- * Account groups by platform
3502
+ * Price date (ISO 8601)
3625
3503
  */
3626
- groups: Array<PlatformGroupDto>;
3504
+ date: string;
3627
3505
  /**
3628
- * Summary statistics
3506
+ * Price source
3629
3507
  */
3630
- summary: AccountsSummaryDto;
3508
+ source: 'USER_OVERRIDE' | 'OPENBB_EQUITY' | 'OPENBB_CURRENCY';
3631
3509
  };
3632
- type AccountItemWithAssetClassDto = {
3633
- /**
3634
- * Account ID
3635
- */
3636
- id: string;
3510
+ /**
3511
+ * Price source
3512
+ */
3513
+ type source2 = 'USER_OVERRIDE' | 'OPENBB_EQUITY' | 'OPENBB_CURRENCY';
3514
+ type FxRateDto = {
3515
+ from: string;
3516
+ to: string;
3637
3517
  /**
3638
- * Full account name
3518
+ * FX rate (Decimal string)
3639
3519
  */
3640
- name: string;
3520
+ rate: string;
3641
3521
  /**
3642
- * Display name (last part of account path)
3522
+ * Rate date (ISO 8601)
3643
3523
  */
3644
- displayName: string;
3524
+ date: string;
3525
+ };
3526
+ type HoldingPnlRowDto = {
3645
3527
  /**
3646
- * Account balance
3528
+ * Account UUID
3647
3529
  */
3648
- balance: string;
3530
+ accountId: string;
3649
3531
  /**
3650
- * Currency code
3532
+ * Full account path
3651
3533
  */
3652
- currency: string;
3534
+ accountPath: string;
3653
3535
  /**
3654
- * Asset class
3536
+ * Account settlement currency (ISO 4217), from cost currency
3655
3537
  */
3656
- assetClass: string;
3538
+ accountCcy?: {
3539
+ [key: string]: unknown;
3540
+ } | null;
3657
3541
  /**
3658
- * Asset sub-class (Prisma-compatible)
3542
+ * Broker type derived from Platform.type
3659
3543
  */
3660
- assetSubClass?: string;
3544
+ brokerType?: {
3545
+ [key: string]: unknown;
3546
+ } | null;
3661
3547
  /**
3662
- * Regional sub-class (region-specific, for display)
3548
+ * Commodity symbol
3663
3549
  */
3664
- regionalSubClass?: string;
3550
+ symbol: string;
3665
3551
  /**
3666
- * Risk level
3552
+ * Chart segment token (libs/common resolver)
3667
3553
  */
3668
- riskLevel?: string;
3669
- };
3670
- type AssetClassGroupDto = {
3554
+ chartToken: 'equity' | 'fund' | 'bond' | 'cash' | 'other';
3555
+ assetClass: string;
3556
+ assetSubClass?: {
3557
+ [key: string]: unknown;
3558
+ } | null;
3671
3559
  /**
3672
- * Asset class name
3560
+ * Net held units (Decimal string)
3673
3561
  */
3674
- assetClass: 'LIQUIDITY' | 'EQUITY' | 'FIXED_INCOME' | 'PRECIOUS_METALS' | 'COMMODITY' | 'INSURANCE' | 'ALTERNATIVE_INVESTMENT' | 'PERSONAL_ASSETS' | 'LIABILITY' | 'REAL_ESTATE' | 'INDEX';
3562
+ units: string;
3675
3563
  /**
3676
- * Asset sub-class name
3564
+ * Average cost per unit; null when cost currency conflicts or no cost
3677
3565
  */
3678
- assetSubClass?: string;
3566
+ averageCostPerUnit?: MonetaryDto | null;
3679
3567
  /**
3680
- * Accounts within this asset class
3568
+ * Cost basis of held units
3681
3569
  */
3682
- accounts: Array<AccountItemWithAssetClassDto>;
3570
+ costBasis?: MonetaryDto | null;
3683
3571
  /**
3684
- * Balances grouped by currency
3572
+ * Market value at asOf price
3685
3573
  */
3686
- balanceByCurrency: Array<BalanceByCurrencyDto>;
3574
+ marketValue?: MonetaryDto | null;
3687
3575
  /**
3688
- * Converted balance in base currency
3576
+ * Price used for market value
3689
3577
  */
3690
- convertedBalance?: string;
3691
- };
3692
- /**
3693
- * Asset class name
3694
- */
3695
- type assetClass = 'LIQUIDITY' | 'EQUITY' | 'FIXED_INCOME' | 'PRECIOUS_METALS' | 'COMMODITY' | 'INSURANCE' | 'ALTERNATIVE_INVESTMENT' | 'PERSONAL_ASSETS' | 'LIABILITY' | 'REAL_ESTATE' | 'INDEX';
3696
- type AccountExchangeRateWarningDto = {
3578
+ currentPrice?: CurrentPriceDto | null;
3697
3579
  /**
3698
- * Warning type
3580
+ * Unrealized P&L in base currency (Decimal string); null when any FX/price missing
3699
3581
  */
3700
- type: string;
3582
+ unrealizedPnlBase?: {
3583
+ [key: string]: unknown;
3584
+ } | null;
3701
3585
  /**
3702
- * Currency without exchange rate
3586
+ * Unrealized P&L % (Decimal string)
3703
3587
  */
3704
- currency: string;
3588
+ unrealizedPnlPct?: {
3589
+ [key: string]: unknown;
3590
+ } | null;
3705
3591
  /**
3706
- * Affected account paths
3592
+ * Historical FX rate applied to cost basis
3707
3593
  */
3708
- accounts: Array<string>;
3594
+ costFxRate?: FxRateDto | null;
3709
3595
  /**
3710
- * Total amount in this currency
3596
+ * FX rate applied to market value
3711
3597
  */
3712
- totalAmount: string;
3713
- };
3714
- type AssetClassSummaryDto = {
3598
+ marketFxRate?: FxRateDto | null;
3715
3599
  /**
3716
- * Total number of accounts
3600
+ * Share of invested assets % (Decimal string); only for invested chartTokens
3717
3601
  */
3718
- totalAccounts: number;
3602
+ pctOfInvestedAssets?: {
3603
+ [key: string]: unknown;
3604
+ } | null;
3719
3605
  /**
3720
- * Total number of asset classes
3606
+ * Cumulative realized P&L on sold lots (asOf-date cutoff); null when the method has no applicable sells, a sell lacks a price, or any required FX rate is missing (never-mix). When a sell spans multiple currencies (cross-currency sale), amount and currency reflect the base currency; baseCcyEquivalent is always the authoritative dual-FX figure
3721
3607
  */
3722
- totalAssetClasses: number;
3608
+ realizedPnl?: MonetaryDto | null;
3609
+ };
3610
+ /**
3611
+ * Chart segment token (libs/common resolver)
3612
+ */
3613
+ type chartToken = 'equity' | 'fund' | 'bond' | 'cash' | 'other';
3614
+ type HoldingPnlWarningDto = {
3723
3615
  /**
3724
- * Base currency for conversion
3616
+ * Warning type
3725
3617
  */
3618
+ type: 'MISSING_COST_FX_RATE' | 'MISSING_MARKET_FX_RATE' | 'MISSING_SALE_PRICE' | 'MISSING_REALIZED_FX_RATE' | 'OVERSOLD_LOTS' | 'NO_PRICE' | 'MIXED_COST_CURRENCY';
3619
+ symbol?: {
3620
+ [key: string]: unknown;
3621
+ } | null;
3622
+ accountId?: {
3623
+ [key: string]: unknown;
3624
+ } | null;
3625
+ currency?: {
3626
+ [key: string]: unknown;
3627
+ } | null;
3628
+ };
3629
+ /**
3630
+ * Warning type
3631
+ */
3632
+ type type4 = 'MISSING_COST_FX_RATE' | 'MISSING_MARKET_FX_RATE' | 'MISSING_SALE_PRICE' | 'MISSING_REALIZED_FX_RATE' | 'OVERSOLD_LOTS' | 'NO_PRICE' | 'MIXED_COST_CURRENCY';
3633
+ type HoldingPnlResponseDto = {
3634
+ asOfDate: string;
3726
3635
  baseCurrency: string;
3727
3636
  /**
3728
- * Exchange rate warnings
3637
+ * Realized-P&L lot-matching method (FIFO or average). Unrealized cost basis remains average regardless of this value (#473).
3729
3638
  */
3730
- warnings?: Array<AccountExchangeRateWarningDto>;
3639
+ method: 'average' | 'FIFO';
3640
+ rows: Array<HoldingPnlRowDto>;
3641
+ warnings: Array<HoldingPnlWarningDto>;
3731
3642
  };
3732
- type AssetClassAccountsResponseDto = {
3643
+ /**
3644
+ * Realized-P&L lot-matching method (FIFO or average). Unrealized cost basis remains average regardless of this value (#473).
3645
+ */
3646
+ type method = 'average' | 'FIFO';
3647
+ type CreateBeanPriceDto = {
3733
3648
  /**
3734
- * Account groups by asset class
3649
+ * Currency being priced (e.g., USD, AAPL, BTC)
3735
3650
  */
3736
- groups: Array<AssetClassGroupDto>;
3651
+ currency: string;
3737
3652
  /**
3738
- * Summary statistics
3653
+ * Quote currency (pricing currency, e.g., CNY, EUR)
3739
3654
  */
3740
- summary: AssetClassSummaryDto;
3741
- };
3742
- type CashFlowByCurrencyDto = {
3655
+ quoteCurrency: string;
3743
3656
  /**
3744
- * Income by currency
3657
+ * Price amount (MUST be >= 0 per Beancount spec, supports up to 15 decimal places). Zero allowed for conversion entries, negative strictly prohibited.
3745
3658
  */
3746
- income: Array<BalanceByCurrencyDto>;
3659
+ amount: number;
3747
3660
  /**
3748
- * Expense by currency
3661
+ * Price date (ISO 8601 format)
3749
3662
  */
3750
- expense: Array<BalanceByCurrencyDto>;
3663
+ date: string;
3751
3664
  /**
3752
- * Net savings by currency
3665
+ * Metadata (validated by Zod schema, max field lengths enforced)
3753
3666
  */
3754
- netSavings: Array<BalanceByCurrencyDto>;
3667
+ metadata?: {
3668
+ [key: string]: unknown;
3669
+ };
3755
3670
  };
3756
- type ConvertedCashFlowDto = {
3671
+ type PriceResponseDto = {
3757
3672
  /**
3758
- * Base currency for conversion
3673
+ * Unique identifier
3759
3674
  */
3760
- baseCurrency: string;
3675
+ id: string;
3761
3676
  /**
3762
- * Converted income
3677
+ * User ID (owner of the price)
3763
3678
  */
3764
- income: string;
3679
+ userId: string;
3765
3680
  /**
3766
- * Converted expense
3681
+ * Currency being priced (e.g., USD, AAPL, BTC)
3767
3682
  */
3768
- expense: string;
3683
+ currency: string;
3769
3684
  /**
3770
- * Converted net savings
3685
+ * Quote currency (pricing currency, e.g., USD, CNY)
3771
3686
  */
3772
- netSavings: string;
3687
+ quoteCurrency: string;
3773
3688
  /**
3774
- * Exchange rates used for conversion
3689
+ * Price amount (corresponds to Beancount Amount.number). Supports up to 15 decimal places.
3775
3690
  */
3776
- exchangeRates: {
3691
+ amount: number;
3692
+ /**
3693
+ * Price date (ISO 8601 format). Represents the date this price was valid.
3694
+ */
3695
+ date: string;
3696
+ /**
3697
+ * Metadata (corresponds to Beancount meta field). Contains source, confidence, note, etc.
3698
+ */
3699
+ meta: {
3777
3700
  [key: string]: unknown;
3778
3701
  };
3779
- };
3780
- type CashFlowResponseDto = {
3781
3702
  /**
3782
- * Period identifier (YYYY-MM)
3703
+ * Creation timestamp
3783
3704
  */
3784
- period: string;
3705
+ createdAt: string;
3785
3706
  /**
3786
- * Total income for the period (converted)
3707
+ * Last update timestamp
3787
3708
  */
3788
- income: string;
3709
+ updatedAt: string;
3710
+ };
3711
+ type PriceListResponseDto = {
3789
3712
  /**
3790
- * Total expenses for the period (converted)
3713
+ * List of prices
3791
3714
  */
3792
- expense: string;
3715
+ items: Array<PriceResponseDto>;
3793
3716
  /**
3794
- * Net savings (income - expense, converted)
3717
+ * Total number of prices
3795
3718
  */
3796
- netSavings: string;
3719
+ total: number;
3720
+ };
3721
+ type UpdateBeanPriceDto = {
3797
3722
  /**
3798
- * Savings rate percentage (netSavings / income * 100)
3723
+ * Currency being priced
3799
3724
  */
3800
- savingsRate: string;
3725
+ currency?: string;
3801
3726
  /**
3802
- * Base currency code
3727
+ * Quote currency (pricing currency)
3803
3728
  */
3804
- currency: string;
3729
+ quoteCurrency?: string;
3805
3730
  /**
3806
- * Cash flow grouped by original currency
3731
+ * Price amount (MUST be >= 0 per Beancount spec)
3807
3732
  */
3808
- byCurrency?: CashFlowByCurrencyDto;
3733
+ amount?: number;
3809
3734
  /**
3810
- * Converted values in base currency
3735
+ * Price date (ISO 8601 format)
3811
3736
  */
3812
- converted?: ConvertedCashFlowDto;
3737
+ date?: string;
3813
3738
  /**
3814
- * Exchange rate warnings
3739
+ * Metadata
3815
3740
  */
3816
- warnings?: Array<ExchangeRateWarningDto>;
3741
+ metadata?: {
3742
+ [key: string]: unknown;
3743
+ };
3817
3744
  };
3818
3745
  type CurrencyBalanceDto = {
3819
3746
  /**
@@ -3920,7 +3847,7 @@ type AccountControllerCreateData = {
3920
3847
  region: 'cn' | 'us' | 'de' | 'gb';
3921
3848
  requestBody: CreateAccountDto;
3922
3849
  };
3923
- type AccountControllerCreateResponse = AccountResponseDto;
3850
+ type AccountControllerCreateResponse = unknown;
3924
3851
  type AccountControllerFindAllData = {
3925
3852
  /**
3926
3853
  * Filter by custom (user-created) accounts only
@@ -3964,9 +3891,6 @@ type AccountControllerFindOneData = {
3964
3891
  };
3965
3892
  type AccountControllerFindOneResponse = AccountResponseDto;
3966
3893
  type AccountControllerUpdateData = {
3967
- /**
3968
- * Account UUID
3969
- */
3970
3894
  id: string;
3971
3895
  /**
3972
3896
  * Region code for tenant context
@@ -3974,22 +3898,16 @@ type AccountControllerUpdateData = {
3974
3898
  region: 'cn' | 'us' | 'de' | 'gb';
3975
3899
  requestBody: UpdateAccountDto;
3976
3900
  };
3977
- type AccountControllerUpdateResponse = AccountResponseDto;
3901
+ type AccountControllerUpdateResponse = unknown;
3978
3902
  type AccountControllerDeleteData = {
3979
- /**
3980
- * Account UUID
3981
- */
3982
3903
  id: string;
3983
3904
  /**
3984
3905
  * Region code for tenant context
3985
3906
  */
3986
3907
  region: 'cn' | 'us' | 'de' | 'gb';
3987
3908
  };
3988
- type AccountControllerDeleteResponse = void;
3909
+ type AccountControllerDeleteResponse = unknown;
3989
3910
  type AccountControllerCloseData = {
3990
- /**
3991
- * Account UUID
3992
- */
3993
3911
  id: string;
3994
3912
  /**
3995
3913
  * Region code for tenant context
@@ -3997,11 +3915,8 @@ type AccountControllerCloseData = {
3997
3915
  region: 'cn' | 'us' | 'de' | 'gb';
3998
3916
  requestBody: CloseAccountDto;
3999
3917
  };
4000
- type AccountControllerCloseResponse = AccountResponseDto;
3918
+ type AccountControllerCloseResponse = unknown;
4001
3919
  type AccountControllerReopenData = {
4002
- /**
4003
- * Account UUID
4004
- */
4005
3920
  id: string;
4006
3921
  /**
4007
3922
  * Region code for tenant context
@@ -4009,7 +3924,7 @@ type AccountControllerReopenData = {
4009
3924
  region: 'cn' | 'us' | 'de' | 'gb';
4010
3925
  requestBody: ReopenAccountDto;
4011
3926
  };
4012
- type AccountControllerReopenResponse = AccountResponseDto;
3927
+ type AccountControllerReopenResponse = unknown;
4013
3928
  type AccountStandardsControllerGetTemplatesData = {
4014
3929
  /**
4015
3930
  * Region code (cn, us, de)
@@ -4097,6 +4012,18 @@ type TransactionControllerCreateBatchData = {
4097
4012
  requestBody: BatchCreateTransactionDto;
4098
4013
  };
4099
4014
  type TransactionControllerCreateBatchResponse = BatchTransactionResponseDto;
4015
+ type TransactionControllerCorrectData = {
4016
+ /**
4017
+ * Original transaction ID to correct
4018
+ */
4019
+ id: string;
4020
+ /**
4021
+ * Region code for tenant context
4022
+ */
4023
+ region: 'cn' | 'us' | 'de' | 'gb';
4024
+ requestBody: CorrectTransactionDto;
4025
+ };
4026
+ type TransactionControllerCorrectResponse = TransactionDetailDto;
4100
4027
  type TransactionControllerSuggestTagsData = {
4101
4028
  /**
4102
4029
  * Max suggestions (1-100, default 10)
@@ -4868,24 +4795,12 @@ type FileImportControllerIdentifyFileData = {
4868
4795
  };
4869
4796
  type FileImportControllerIdentifyFileResponse = IdentifyResultDto;
4870
4797
  type FileImportControllerImportBeancountData = {
4871
- /**
4872
- * Beancount file to import
4873
- */
4874
- formData: FileImportDto;
4875
4798
  /**
4876
4799
  * Region code for tenant context
4877
4800
  */
4878
4801
  region: 'cn' | 'us' | 'de' | 'gb';
4879
4802
  };
4880
- type FileImportControllerImportBeancountResponse = {
4881
- imported?: number;
4882
- skipped?: number;
4883
- failed?: number;
4884
- accountsCreated?: number;
4885
- errors?: Array<{
4886
- [key: string]: unknown;
4887
- }>;
4888
- };
4803
+ type FileImportControllerImportBeancountResponse = unknown;
4889
4804
  type ImporterConfigControllerGetConfigData = {
4890
4805
  /**
4891
4806
  * Importer identifier. Supported importers: alipay, alipay-web, wechat, boc, boc-credit, ccb, cmb, cmbc, cmbc-credit, icbc, icbc-credit, hsbc-hk-credit, hsbc-hk-debit
@@ -4956,113 +4871,234 @@ type PlatformControllerDeleteData = {
4956
4871
  };
4957
4872
  type PlatformControllerDeleteResponse = void;
4958
4873
  type ProviderSyncControllerSyncData = {
4874
+ providerName: string;
4875
+ /**
4876
+ * Region code for tenant context
4877
+ */
4878
+ region: 'cn' | 'us' | 'de' | 'gb';
4879
+ requestBody: ProviderSyncDto;
4880
+ };
4881
+ type ProviderSyncControllerSyncResponse = unknown;
4882
+ type ProviderSyncControllerGetSupportedProvidersData = {
4883
+ /**
4884
+ * Region code for tenant context
4885
+ */
4886
+ region: 'cn' | 'us' | 'de' | 'gb';
4887
+ };
4888
+ type ProviderSyncControllerGetSupportedProvidersResponse = SupportedProvidersResponseDto;
4889
+ type ProviderSyncControllerIsProviderSupportedData = {
4959
4890
  /**
4960
- * Provider name
4891
+ * Provider name to check
4961
4892
  */
4962
- providerName: 'plaid' | 'teller' | 'truelayer' | 'gocardless' | 'simplefin' | 'yodlee' | 'beancount-direct' | 'parsed-bill';
4893
+ providerName: string;
4963
4894
  /**
4964
- * Region code
4895
+ * Region code for tenant context
4896
+ */
4897
+ region: 'cn' | 'us' | 'de' | 'gb';
4898
+ };
4899
+ type ProviderSyncControllerIsProviderSupportedResponse = unknown;
4900
+ type TelemetryControllerReportTelemetryData = {
4901
+ /**
4902
+ * Region code for tenant context
4903
+ */
4904
+ region: 'cn' | 'us' | 'de' | 'gb';
4905
+ requestBody: ParserTelemetryReportDto;
4906
+ };
4907
+ type TelemetryControllerReportTelemetryResponse = unknown;
4908
+ type TelemetryControllerReportCoverageMissData = {
4909
+ /**
4910
+ * Region code for tenant context
4911
+ */
4912
+ region: 'cn' | 'us' | 'de' | 'gb';
4913
+ requestBody: UncoveredFormatMissDto;
4914
+ };
4915
+ type TelemetryControllerReportCoverageMissResponse = unknown;
4916
+ type TelemetryControllerGetCoverageMetricsData = {
4917
+ /**
4918
+ * Region code for tenant context
4919
+ */
4920
+ region: 'cn' | 'us' | 'de' | 'gb';
4921
+ /**
4922
+ * Top-N uncovered formats (default 10)
4923
+ */
4924
+ topN?: unknown;
4925
+ };
4926
+ type TelemetryControllerGetCoverageMetricsResponse = unknown;
4927
+ type NlpControllerProcessNaturalLanguageData = {
4928
+ /**
4929
+ * Region code for tenant context
4930
+ */
4931
+ region: 'cn' | 'us' | 'de' | 'gb';
4932
+ requestBody: ProcessNlpDto;
4933
+ };
4934
+ type NlpControllerProcessNaturalLanguageResponse = unknown;
4935
+ type NlpControllerClearSessionData = {
4936
+ /**
4937
+ * Region code for tenant context
4938
+ */
4939
+ region: 'cn' | 'us' | 'de' | 'gb';
4940
+ /**
4941
+ * Specific session ID to clear (defaults to user session)
4942
+ */
4943
+ sessionId?: string;
4944
+ };
4945
+ type NlpControllerClearSessionResponse = void;
4946
+ type NlpControllerGetSessionData = {
4947
+ /**
4948
+ * Region code for tenant context
4949
+ */
4950
+ region: 'cn' | 'us' | 'de' | 'gb';
4951
+ /**
4952
+ * Specific session ID to get (defaults to user session)
4953
+ */
4954
+ sessionId?: string;
4955
+ };
4956
+ type NlpControllerGetSessionResponse = unknown;
4957
+ type DashboardControllerGetNetWorthData = {
4958
+ /**
4959
+ * Date for balance calculation (ISO 8601 format)
4960
+ */
4961
+ date?: string;
4962
+ /**
4963
+ * Region code for tenant context
4964
+ */
4965
+ region: 'cn' | 'us' | 'de' | 'gb';
4966
+ };
4967
+ type DashboardControllerGetNetWorthResponse = NetWorthResponseDto;
4968
+ type DashboardControllerGetAccountsData = {
4969
+ /**
4970
+ * Scope to a single account (only valid with groupBy=holdingAssetClass, ADR-0105 §6)
4971
+ */
4972
+ accountId?: string;
4973
+ /**
4974
+ * Date for balance calculation (ISO 8601 format)
4975
+ */
4976
+ date?: string;
4977
+ /**
4978
+ * Grouping strategy
4979
+ */
4980
+ groupBy?: 'platform' | 'assetClass' | 'holdingAssetClass' | 'holdingAssetClassByAccount';
4981
+ /**
4982
+ * Region code for tenant context
4983
+ */
4984
+ region: 'cn' | 'us' | 'de' | 'gb';
4985
+ };
4986
+ type DashboardControllerGetAccountsResponse = AccountsResponseDto | AssetClassAccountsResponseDto | HoldingAssetClassCrossAccountResponseDto;
4987
+ type DashboardControllerGetCashFlowData = {
4988
+ /**
4989
+ * Period in YYYY-MM format
4965
4990
  */
4966
- region: unknown;
4967
- requestBody: ProviderSyncDto;
4968
- };
4969
- type ProviderSyncControllerSyncResponse = ProviderSyncResponseDto;
4970
- type ProviderSyncControllerGetSupportedProvidersData = {
4991
+ period: string;
4971
4992
  /**
4972
4993
  * Region code for tenant context
4973
4994
  */
4974
4995
  region: 'cn' | 'us' | 'de' | 'gb';
4975
4996
  };
4976
- type ProviderSyncControllerGetSupportedProvidersResponse = SupportedProvidersResponseDto;
4977
- type ProviderSyncControllerIsProviderSupportedData = {
4997
+ type DashboardControllerGetCashFlowResponse = CashFlowResponseDto;
4998
+ type HoldingPnlControllerGetHoldingPnlData = {
4978
4999
  /**
4979
- * Provider name to check
5000
+ * Scope to a single account
4980
5001
  */
4981
- providerName: string;
5002
+ accountId?: string;
5003
+ /**
5004
+ * As-of date (ISO 8601), defaults to today
5005
+ */
5006
+ asOf?: string;
5007
+ /**
5008
+ * Realized-P&L lot-matching method (default average). Does not affect the average-cost unrealized basis.
5009
+ */
5010
+ method?: 'FIFO' | 'average';
4982
5011
  /**
4983
5012
  * Region code for tenant context
4984
5013
  */
4985
5014
  region: 'cn' | 'us' | 'de' | 'gb';
4986
5015
  };
4987
- type ProviderSyncControllerIsProviderSupportedResponse = unknown;
4988
- type TelemetryControllerReportTelemetryData = {
5016
+ type HoldingPnlControllerGetHoldingPnlResponse = HoldingPnlResponseDto;
5017
+ type PriceControllerCreateData = {
4989
5018
  /**
4990
5019
  * Region code for tenant context
4991
5020
  */
4992
5021
  region: 'cn' | 'us' | 'de' | 'gb';
4993
- requestBody: ParserTelemetryReportDto;
5022
+ requestBody: CreateBeanPriceDto;
4994
5023
  };
4995
- type TelemetryControllerReportTelemetryResponse = unknown;
4996
- type NlpControllerProcessNaturalLanguageData = {
5024
+ type PriceControllerCreateResponse = PriceResponseDto;
5025
+ type PriceControllerFindAllData = {
4997
5026
  /**
4998
- * Region code for tenant context
5027
+ * Filter by currency (e.g., BTC, AAPL, USD)
4999
5028
  */
5000
- region: 'cn' | 'us' | 'de' | 'gb';
5029
+ currency?: string;
5001
5030
  /**
5002
- * Natural language transaction input with optional session ID
5031
+ * Filter prices from this date (ISO 8601 format)
5003
5032
  */
5004
- requestBody: ProcessNlpDto;
5005
- };
5006
- type NlpControllerProcessNaturalLanguageResponse = NlpResponseDto;
5007
- type NlpControllerClearSessionData = {
5033
+ dateFrom?: string;
5008
5034
  /**
5009
- * Region code for tenant context
5035
+ * Filter prices to this date (ISO 8601 format)
5010
5036
  */
5011
- region: 'cn' | 'us' | 'de' | 'gb';
5037
+ dateTo?: string;
5012
5038
  /**
5013
- * Specific session ID to clear (defaults to user session)
5039
+ * Number of items per page (default: 20, max: 100)
5014
5040
  */
5015
- sessionId?: string;
5016
- };
5017
- type NlpControllerClearSessionResponse = void;
5018
- type NlpControllerGetSessionData = {
5041
+ limit?: number;
5042
+ /**
5043
+ * Page number for pagination (default: 1)
5044
+ */
5045
+ page?: number;
5046
+ /**
5047
+ * Filter by quote currency (pricing currency, e.g., USD, CNY)
5048
+ */
5049
+ quoteCurrency?: string;
5019
5050
  /**
5020
5051
  * Region code for tenant context
5021
5052
  */
5022
5053
  region: 'cn' | 'us' | 'de' | 'gb';
5023
5054
  /**
5024
- * Specific session ID to get (defaults to user session)
5055
+ * Search term for currency or quoteCurrency (case-insensitive partial match)
5025
5056
  */
5026
- sessionId?: string;
5057
+ search?: string;
5027
5058
  };
5028
- type NlpControllerGetSessionResponse = unknown;
5029
- type DashboardControllerGetNetWorthData = {
5059
+ type PriceControllerFindAllResponse = PriceListResponseDto;
5060
+ type PriceControllerFindOneData = {
5030
5061
  /**
5031
- * Date for balance calculation (ISO 8601 format)
5062
+ * Price ID
5032
5063
  */
5033
- date?: string;
5064
+ id: string;
5034
5065
  /**
5035
5066
  * Region code for tenant context
5036
5067
  */
5037
5068
  region: 'cn' | 'us' | 'de' | 'gb';
5038
5069
  };
5039
- type DashboardControllerGetNetWorthResponse = NetWorthResponseDto;
5040
- type DashboardControllerGetAccountsData = {
5041
- /**
5042
- * Date for balance calculation (ISO 8601 format)
5043
- */
5044
- date?: string;
5070
+ type PriceControllerFindOneResponse = PriceResponseDto;
5071
+ type PriceControllerUpdateData = {
5045
5072
  /**
5046
- * Grouping strategy
5073
+ * Price ID
5047
5074
  */
5048
- groupBy?: 'platform' | 'assetClass';
5075
+ id: string;
5049
5076
  /**
5050
5077
  * Region code for tenant context
5051
5078
  */
5052
5079
  region: 'cn' | 'us' | 'de' | 'gb';
5080
+ requestBody: UpdateBeanPriceDto;
5053
5081
  };
5054
- type DashboardControllerGetAccountsResponse = AccountsResponseDto | AssetClassAccountsResponseDto;
5055
- type DashboardControllerGetCashFlowData = {
5082
+ type PriceControllerUpdateResponse = PriceResponseDto;
5083
+ type PriceControllerDeleteData = {
5056
5084
  /**
5057
- * Period in YYYY-MM format
5085
+ * Price ID
5058
5086
  */
5059
- period: string;
5087
+ id: string;
5060
5088
  /**
5061
5089
  * Region code for tenant context
5062
5090
  */
5063
5091
  region: 'cn' | 'us' | 'de' | 'gb';
5064
5092
  };
5065
- type DashboardControllerGetCashFlowResponse = CashFlowResponseDto;
5093
+ type PriceControllerDeleteResponse = void;
5094
+ type PriceControllerBulkCreateData = {
5095
+ /**
5096
+ * Region code for tenant context
5097
+ */
5098
+ region: 'cn' | 'us' | 'de' | 'gb';
5099
+ requestBody: Array<string>;
5100
+ };
5101
+ type PriceControllerBulkCreateResponse = Array<PriceResponseDto>;
5066
5102
  type ReportingControllerGetPortfolioTrendsData = {
5067
5103
  /**
5068
5104
  * Data granularity
@@ -5133,14 +5169,7 @@ type $OpenApiTs = {
5133
5169
  post: {
5134
5170
  req: AccountControllerCreateData;
5135
5171
  res: {
5136
- /**
5137
- * Account created successfully
5138
- */
5139
- 201: AccountResponseDto;
5140
- /**
5141
- * Account already exists
5142
- */
5143
- 409: unknown;
5172
+ 201: unknown;
5144
5173
  };
5145
5174
  };
5146
5175
  get: {
@@ -5170,31 +5199,13 @@ type $OpenApiTs = {
5170
5199
  put: {
5171
5200
  req: AccountControllerUpdateData;
5172
5201
  res: {
5173
- /**
5174
- * Account updated successfully
5175
- */
5176
- 200: AccountResponseDto;
5177
- /**
5178
- * Account not found
5179
- */
5180
- 404: unknown;
5202
+ 200: unknown;
5181
5203
  };
5182
5204
  };
5183
5205
  delete: {
5184
5206
  req: AccountControllerDeleteData;
5185
5207
  res: {
5186
- /**
5187
- * Account deleted successfully
5188
- */
5189
- 204: void;
5190
- /**
5191
- * Account not found
5192
- */
5193
- 404: unknown;
5194
- /**
5195
- * Account has transactions and cannot be deleted
5196
- */
5197
- 409: unknown;
5208
+ 200: unknown;
5198
5209
  };
5199
5210
  };
5200
5211
  };
@@ -5202,18 +5213,7 @@ type $OpenApiTs = {
5202
5213
  post: {
5203
5214
  req: AccountControllerCloseData;
5204
5215
  res: {
5205
- /**
5206
- * Account closed successfully
5207
- */
5208
- 200: AccountResponseDto;
5209
- /**
5210
- * Account is already closed
5211
- */
5212
- 400: unknown;
5213
- /**
5214
- * Account not found
5215
- */
5216
- 404: unknown;
5216
+ 201: unknown;
5217
5217
  };
5218
5218
  };
5219
5219
  };
@@ -5221,18 +5221,7 @@ type $OpenApiTs = {
5221
5221
  post: {
5222
5222
  req: AccountControllerReopenData;
5223
5223
  res: {
5224
- /**
5225
- * Account reopened successfully
5226
- */
5227
- 200: AccountResponseDto;
5228
- /**
5229
- * Account is not closed
5230
- */
5231
- 400: unknown;
5232
- /**
5233
- * Account not found
5234
- */
5235
- 404: unknown;
5224
+ 201: unknown;
5236
5225
  };
5237
5226
  };
5238
5227
  };
@@ -5332,6 +5321,29 @@ type $OpenApiTs = {
5332
5321
  };
5333
5322
  };
5334
5323
  };
5324
+ '/api/v1/{region}/bean/transactions/{id}/correct': {
5325
+ post: {
5326
+ req: TransactionControllerCorrectData;
5327
+ res: {
5328
+ /**
5329
+ * Corrected transaction created
5330
+ */
5331
+ 201: TransactionDetailDto;
5332
+ /**
5333
+ * Original transaction not found
5334
+ */
5335
+ 404: ApiProblemResponseDto;
5336
+ /**
5337
+ * Original no longer ACTIVE (concurrent modification)
5338
+ */
5339
+ 409: ApiProblemResponseDto;
5340
+ /**
5341
+ * Pipeline validation failed (does not balance, invalid accounts)
5342
+ */
5343
+ 422: ApiProblemResponseDto;
5344
+ };
5345
+ };
5346
+ };
5335
5347
  '/api/v1/{region}/bean/transactions/tags': {
5336
5348
  get: {
5337
5349
  req: TransactionControllerSuggestTagsData;
@@ -6545,22 +6557,7 @@ type $OpenApiTs = {
6545
6557
  post: {
6546
6558
  req: FileImportControllerImportBeancountData;
6547
6559
  res: {
6548
- /**
6549
- * Beancount file imported successfully
6550
- */
6551
- 200: {
6552
- imported?: number;
6553
- skipped?: number;
6554
- failed?: number;
6555
- accountsCreated?: number;
6556
- errors?: Array<{
6557
- [key: string]: unknown;
6558
- }>;
6559
- };
6560
- /**
6561
- * Bad request - invalid file or no file uploaded
6562
- */
6563
- 400: ApiProblemResponseDto;
6560
+ 201: unknown;
6564
6561
  };
6565
6562
  };
6566
6563
  };
@@ -6691,22 +6688,7 @@ type $OpenApiTs = {
6691
6688
  post: {
6692
6689
  req: ProviderSyncControllerSyncData;
6693
6690
  res: {
6694
- /**
6695
- * Sync completed successfully
6696
- */
6697
- 200: ProviderSyncResponseDto;
6698
- /**
6699
- * Invalid request data
6700
- */
6701
- 400: unknown;
6702
- /**
6703
- * Missing or invalid authentication
6704
- */
6705
- 401: unknown;
6706
- /**
6707
- * Provider not supported
6708
- */
6709
- 404: unknown;
6691
+ 201: unknown;
6710
6692
  };
6711
6693
  };
6712
6694
  };
@@ -6755,18 +6737,14 @@ type $OpenApiTs = {
6755
6737
  };
6756
6738
  };
6757
6739
  };
6758
- '/api/v1/{region}/bean/nlp/process': {
6740
+ '/api/v1/{region}/bean/import/parser-coverage-miss': {
6759
6741
  post: {
6760
- req: NlpControllerProcessNaturalLanguageData;
6742
+ req: TelemetryControllerReportCoverageMissData;
6761
6743
  res: {
6762
6744
  /**
6763
- * NLP processing result - either created transaction or asking for more info
6745
+ * Coverage miss report received
6764
6746
  */
6765
- 200: NlpResponseDto;
6766
- /**
6767
- * Invalid input
6768
- */
6769
- 400: unknown;
6747
+ 200: unknown;
6770
6748
  /**
6771
6749
  * Unauthorized
6772
6750
  */
@@ -6774,6 +6752,25 @@ type $OpenApiTs = {
6774
6752
  };
6775
6753
  };
6776
6754
  };
6755
+ '/api/v1/{region}/bean/import/parser-coverage-metrics': {
6756
+ get: {
6757
+ req: TelemetryControllerGetCoverageMetricsData;
6758
+ res: {
6759
+ /**
6760
+ * Coverage metrics
6761
+ */
6762
+ 200: unknown;
6763
+ };
6764
+ };
6765
+ };
6766
+ '/api/v1/{region}/bean/nlp/process': {
6767
+ post: {
6768
+ req: NlpControllerProcessNaturalLanguageData;
6769
+ res: {
6770
+ 201: unknown;
6771
+ };
6772
+ };
6773
+ };
6777
6774
  '/api/v1/{region}/bean/nlp/session': {
6778
6775
  delete: {
6779
6776
  req: NlpControllerClearSessionData;
@@ -6824,7 +6821,7 @@ type $OpenApiTs = {
6824
6821
  /**
6825
6822
  * Accounts retrieved successfully. Response type depends on groupBy parameter.
6826
6823
  */
6827
- 200: AccountsResponseDto | AssetClassAccountsResponseDto;
6824
+ 200: AccountsResponseDto | AssetClassAccountsResponseDto | HoldingAssetClassCrossAccountResponseDto;
6828
6825
  /**
6829
6826
  * User not authenticated
6830
6827
  */
@@ -6851,6 +6848,109 @@ type $OpenApiTs = {
6851
6848
  };
6852
6849
  };
6853
6850
  };
6851
+ '/api/v1/{region}/investment/holdings/pnl': {
6852
+ get: {
6853
+ req: HoldingPnlControllerGetHoldingPnlData;
6854
+ res: {
6855
+ /**
6856
+ * Holding P&L retrieved successfully
6857
+ */
6858
+ 200: HoldingPnlResponseDto;
6859
+ /**
6860
+ * Invalid asOf format/value/future date, invalid accountId format, or unsupported method
6861
+ */
6862
+ 400: unknown;
6863
+ /**
6864
+ * User not authenticated
6865
+ */
6866
+ 401: unknown;
6867
+ };
6868
+ };
6869
+ };
6870
+ '/api/v1/{region}/bean/prices': {
6871
+ post: {
6872
+ req: PriceControllerCreateData;
6873
+ res: {
6874
+ /**
6875
+ * Price created successfully
6876
+ */
6877
+ 201: PriceResponseDto;
6878
+ /**
6879
+ * Currency or quoteCurrency commodity not found
6880
+ */
6881
+ 404: unknown;
6882
+ /**
6883
+ * Price already exists for this currency pair and date
6884
+ */
6885
+ 409: unknown;
6886
+ };
6887
+ };
6888
+ get: {
6889
+ req: PriceControllerFindAllData;
6890
+ res: {
6891
+ /**
6892
+ * Prices retrieved successfully
6893
+ */
6894
+ 200: PriceListResponseDto;
6895
+ };
6896
+ };
6897
+ };
6898
+ '/api/v1/{region}/bean/prices/{id}': {
6899
+ get: {
6900
+ req: PriceControllerFindOneData;
6901
+ res: {
6902
+ /**
6903
+ * Price retrieved successfully
6904
+ */
6905
+ 200: PriceResponseDto;
6906
+ /**
6907
+ * Price not found
6908
+ */
6909
+ 404: unknown;
6910
+ };
6911
+ };
6912
+ put: {
6913
+ req: PriceControllerUpdateData;
6914
+ res: {
6915
+ /**
6916
+ * Price updated successfully
6917
+ */
6918
+ 200: PriceResponseDto;
6919
+ /**
6920
+ * Price not found
6921
+ */
6922
+ 404: unknown;
6923
+ /**
6924
+ * Updated price conflicts with existing price
6925
+ */
6926
+ 409: unknown;
6927
+ };
6928
+ };
6929
+ delete: {
6930
+ req: PriceControllerDeleteData;
6931
+ res: {
6932
+ /**
6933
+ * Price deleted successfully
6934
+ */
6935
+ 204: void;
6936
+ /**
6937
+ * Price not found
6938
+ */
6939
+ 404: unknown;
6940
+ };
6941
+ };
6942
+ };
6943
+ '/api/v1/{region}/bean/prices/bulk': {
6944
+ post: {
6945
+ req: PriceControllerBulkCreateData;
6946
+ res: {
6947
+ /**
6948
+ * Prices created successfully
6949
+ */
6950
+ 201: Array<PriceResponseDto>;
6951
+ };
6952
+ };
6953
+ };
6854
6954
  '/api/v1/{region}/reporting/portfolio/trends': {
6855
6955
  get: {
6856
6956
  req: ReportingControllerGetPortfolioTrendsData;
@@ -7080,12 +7180,10 @@ type $OpenApiTs = {
7080
7180
 
7081
7181
  declare class BeanAccountsService {
7082
7182
  /**
7083
- * Create a new account
7084
- * Creates a new account (Beancount Open directive)
7085
7183
  * @param data The data for the request.
7086
7184
  * @param data.region Region code for tenant context
7087
7185
  * @param data.requestBody
7088
- * @returns AccountResponseDto Account created successfully
7186
+ * @returns unknown
7089
7187
  * @throws ApiError
7090
7188
  */
7091
7189
  static accountControllerCreate(data: AccountControllerCreateData): CancelablePromise<AccountControllerCreateResponse>;
@@ -7115,45 +7213,37 @@ declare class BeanAccountsService {
7115
7213
  */
7116
7214
  static accountControllerFindOne(data: AccountControllerFindOneData): CancelablePromise<AccountControllerFindOneResponse>;
7117
7215
  /**
7118
- * Update account
7119
- * Updates account metadata (path cannot be changed)
7120
7216
  * @param data The data for the request.
7121
- * @param data.id Account UUID
7217
+ * @param data.id
7122
7218
  * @param data.region Region code for tenant context
7123
7219
  * @param data.requestBody
7124
- * @returns AccountResponseDto Account updated successfully
7220
+ * @returns unknown
7125
7221
  * @throws ApiError
7126
7222
  */
7127
7223
  static accountControllerUpdate(data: AccountControllerUpdateData): CancelablePromise<AccountControllerUpdateResponse>;
7128
7224
  /**
7129
- * Delete account
7130
- * Deletes an account (only if no transactions)
7131
7225
  * @param data The data for the request.
7132
- * @param data.id Account UUID
7226
+ * @param data.id
7133
7227
  * @param data.region Region code for tenant context
7134
- * @returns void Account deleted successfully
7228
+ * @returns unknown
7135
7229
  * @throws ApiError
7136
7230
  */
7137
7231
  static accountControllerDelete(data: AccountControllerDeleteData): CancelablePromise<AccountControllerDeleteResponse>;
7138
7232
  /**
7139
- * Close account
7140
- * Closes an account (Beancount Close directive)
7141
7233
  * @param data The data for the request.
7142
- * @param data.id Account UUID
7234
+ * @param data.id
7143
7235
  * @param data.region Region code for tenant context
7144
7236
  * @param data.requestBody
7145
- * @returns AccountResponseDto Account closed successfully
7237
+ * @returns unknown
7146
7238
  * @throws ApiError
7147
7239
  */
7148
7240
  static accountControllerClose(data: AccountControllerCloseData): CancelablePromise<AccountControllerCloseResponse>;
7149
7241
  /**
7150
- * Reopen account
7151
- * Reopens a previously closed account
7152
7242
  * @param data The data for the request.
7153
- * @param data.id Account UUID
7243
+ * @param data.id
7154
7244
  * @param data.region Region code for tenant context
7155
7245
  * @param data.requestBody
7156
- * @returns AccountResponseDto Account reopened successfully
7246
+ * @returns unknown
7157
7247
  * @throws ApiError
7158
7248
  */
7159
7249
  static accountControllerReopen(data: AccountControllerReopenData): CancelablePromise<AccountControllerReopenResponse>;
@@ -7197,6 +7287,17 @@ declare class BeanTransactionsService {
7197
7287
  * @throws ApiError
7198
7288
  */
7199
7289
  static transactionControllerCreateBatch(data: TransactionControllerCreateBatchData): CancelablePromise<TransactionControllerCreateBatchResponse>;
7290
+ /**
7291
+ * Correct (supersede) a transaction
7292
+ * Atomically voids the original (SUPERSEDED) and creates a replacement through the full validation pipeline.
7293
+ * @param data The data for the request.
7294
+ * @param data.id Original transaction ID to correct
7295
+ * @param data.region Region code for tenant context
7296
+ * @param data.requestBody
7297
+ * @returns TransactionDetailDto Corrected transaction created
7298
+ * @throws ApiError
7299
+ */
7300
+ static transactionControllerCorrect(data: TransactionControllerCorrectData): CancelablePromise<TransactionControllerCorrectResponse>;
7200
7301
  /**
7201
7302
  * Suggest transaction tags
7202
7303
  * Returns distinct tags from the user ACTIVE transactions, sorted by usage, for autocomplete. Optional q performs a case-insensitive prefix match.
@@ -7339,33 +7440,11 @@ declare class BeanCommoditiesService {
7339
7440
  }
7340
7441
  declare class ProviderSyncService {
7341
7442
  /**
7342
- * Sync transactions from financial data provider
7343
- *
7344
- * Accepts raw transactions from external financial data providers, transforms them to Beancount format, and processes them through the ingestion pipeline.
7345
- *
7346
- * **Supported Providers:**
7347
- * - **plaid**: Plaid API (US, Canada, Europe)
7348
- * - **teller**: Teller API (US)
7349
- * - **truelayer**: TrueLayer Open Banking (UK, Europe)
7350
- * - **gocardless**: GoCardless Bank Account Data (Europe)
7351
- * - **simplefin**: SimpleFIN (Self-hosted)
7352
- * - **yodlee**: Yodlee (Global)
7353
- * - **beancount-direct**: Beancount format transactions
7354
- * - **parsed-bill**: Client-side parsed bill transactions
7355
- *
7356
- * **Processing Flow:**
7357
- * 1. Transform raw data via provider adapter
7358
- * 2. Validate transaction format
7359
- * 3. Deduplicate using originalId
7360
- * 4. Classify using rule engine
7361
- * 5. Route low-confidence to Review Center
7362
- * 6. Persist validated transactions
7363
- *
7364
7443
  * @param data The data for the request.
7365
- * @param data.providerName Provider name
7366
- * @param data.region Region code
7444
+ * @param data.providerName
7445
+ * @param data.region Region code for tenant context
7367
7446
  * @param data.requestBody
7368
- * @returns ProviderSyncResponseDto Sync completed successfully
7447
+ * @returns unknown
7369
7448
  * @throws ApiError
7370
7449
  */
7371
7450
  static providerSyncControllerSync(data: ProviderSyncControllerSyncData): CancelablePromise<ProviderSyncControllerSyncResponse>;
@@ -7476,4 +7555,4 @@ type OpenAPIConfig = {
7476
7555
  };
7477
7556
  declare const OpenAPI: OpenAPIConfig;
7478
7557
 
7479
- export { type $OpenApiTs, type AccountControllerCloseData, type AccountControllerCloseResponse, type AccountControllerCreateData, type AccountControllerCreateResponse, type AccountControllerDeleteData, type AccountControllerDeleteResponse, type AccountControllerFindAllData, type AccountControllerFindAllResponse, type AccountControllerFindOneData, type AccountControllerFindOneResponse, type AccountControllerReopenData, type AccountControllerReopenResponse, type AccountControllerUpdateData, type AccountControllerUpdateResponse, type AccountExchangeRateWarningDto, type AccountItemDto, type AccountItemWithAssetClassDto, type AccountListResponseDto, type AccountResponseDto, type AccountStandardListResponseDto, type AccountStandardResponseDto, type AccountStandardsControllerGetRegionsData, type AccountStandardsControllerGetRegionsResponse, type AccountStandardsControllerGetTemplateMetadataData, type AccountStandardsControllerGetTemplateMetadataResponse, type AccountStandardsControllerGetTemplatesData, type AccountStandardsControllerGetTemplatesResponse, type AccountsResponseDto, type AccountsSummaryDto, type AmountRangeDto, type AnonymousLoginDto, type ApiKeysControllerCreateApiKeyResponse, type ApiProblemResponseDto, type AssetClassAccountsResponseDto, type AssetClassGroupDto, type AssetClassSummaryDto, type AuthControllerAccessTokenLoginData, type AuthControllerAccessTokenLoginResponse, type BackfillSnapshotsBody, type BackfillSnapshotsResponse, type BalanceByCurrencyDto, type BalanceControllerGetBalanceData, type BalanceControllerGetBalanceResponse, type BalanceControllerGetMultiCurrencyBalanceData, type BalanceControllerGetMultiCurrencyBalanceResponse, type BalanceResponseDto, type BatchCreateTransactionDto, type BatchResolveDto, type BatchResolveResultDto, type BatchTransactionErrorDto, type BatchTransactionResponseDto, BeanAccountsService, BeanBalancesService, BeanCommoditiesService, BeanTransactionsService, type BulkCreateRulesDto, type BulkCreateRulesResponseDto, type CacheControllerFlushCacheResponse, type CashFlowByCurrencyDto, type CashFlowResponseDto, type CloseAccountDto, type CommodityControllerBulkCreateData, type CommodityControllerBulkCreateResponse, type CommodityControllerCreateData, type CommodityControllerCreateResponse, type CommodityControllerDeleteData, type CommodityControllerDeleteResponse, type CommodityControllerFindAllData, type CommodityControllerFindAllResponse, type CommodityControllerFindOneData, type CommodityControllerFindOneResponse, type CommodityControllerGetOrCreateData, type CommodityControllerGetOrCreateResponse, type CommodityControllerUpdateData, type CommodityControllerUpdateResponse, type CommodityListResponseDto, type CommodityResponseDto, type ConfirmMatchDto, type ConvertedCashFlowDto, type ConvertedNetWorthDto, type CreateAccountDto, type CreateCommodityDto, type CreatePayeeDto, type CreatePayeeProfileDto, type CreatePlatformDto, type CreatePostingDto, type CreateRecurringRuleDto, type CreateRuleFromTransactionDto, type CreateTransactionDto, type CreateTransactionRuleDto, type CurrencyBalanceDto, type DashboardControllerGetAccountsData, type DashboardControllerGetAccountsResponse, type DashboardControllerGetCashFlowData, type DashboardControllerGetCashFlowResponse, type DashboardControllerGetNetWorthData, type DashboardControllerGetNetWorthResponse, type DecisionOptionDto, type DeleteOwnUserDto, type EnterNowDto, type ExchangeRateControllerGetExchangeRateData, type ExchangeRateControllerGetExchangeRateResponse, type ExchangeRateWarningDto, type ExpectedTransactionControllerConfirmMatchData, type ExpectedTransactionControllerConfirmMatchResponse, type ExpectedTransactionControllerEnterNowData, type ExpectedTransactionControllerEnterNowResponse, type ExpectedTransactionControllerFindAllData, type ExpectedTransactionControllerFindAllResponse, type ExpectedTransactionControllerFindOneData, type ExpectedTransactionControllerFindOneResponse, type ExpectedTransactionControllerFindOverdueData, type ExpectedTransactionControllerFindOverdueResponse, type ExpectedTransactionControllerSkipData, type ExpectedTransactionControllerSkipResponse, type ExpectedTransactionControllerUndoSkipData, type ExpectedTransactionControllerUndoSkipResponse, type ExpectedTransactionControllerUnmatchData, type ExpectedTransactionControllerUnmatchResponse, type ExpectedTransactionListResponseDto, type ExpectedTransactionResponseDto, type ExpectedTransactionRuleDto, type ExportControllerExportBeancountResponse, type ExportRulesResponseDto, type FileImportControllerIdentifyFileData, type FileImportControllerIdentifyFileResponse, type FileImportControllerImportBeancountData, type FileImportControllerImportBeancountResponse, type FileImportControllerImportFileData, type FileImportControllerImportFileResponse, type FileImportDto, type ForecastControllerGetForecastData, type ForecastControllerGetForecastResponse, type ForecastItemDto, type ForecastResponseDto, type GenerateSnapshotBody, type GenerateSnapshotResponse, type HealthControllerCheckDatabaseResponse, type HealthControllerCheckOpenBbResponse, type HealthControllerCheckRedisResponse, type HealthControllerGetCircuitBreakersHealthResponse, type HealthControllerGetHealthResponse, type HealthControllerGetMetricsResponse, type HealthControllerResetCircuitBreakerData, type HealthControllerResetCircuitBreakerResponse, HealthService, type IdentifyResultDto, type ImportErrorDto, type ImportResultDto, type ImporterConfigControllerGetConfigData, type ImporterConfigControllerGetConfigResponse, type ImporterConfigControllerResetConfigData, type ImporterConfigControllerResetConfigResponse, type ImporterConfigControllerUpdateConfigData, type ImporterConfigControllerUpdateConfigResponse, type ImporterConfigDataDto, type ImporterConfigDto, type InfoControllerGetInfoResponse, type MapperDefaultsDto, type MonthlyForecastDto, type MultiCurrencyBalanceResponseDto, type MultiCurrencyPointDto, type NetWorthByCurrencyDto, type NetWorthResponseDto, type NlpAccountConfirmationDataDto, type NlpAlternativePayeeDto, type NlpControllerClearSessionData, type NlpControllerClearSessionResponse, type NlpControllerGetSessionData, type NlpControllerGetSessionResponse, type NlpControllerProcessNaturalLanguageData, type NlpControllerProcessNaturalLanguageResponse, type NlpDefaultAccountsDto, type NlpDuplicateConfirmationDataDto, type NlpParsedDataDto, type NlpPayeeConfirmationDataDto, type NlpResponseDto, type NlpRuleConfirmationDataDto, type NlpSimilarityDto, type NlpSourceTransactionDto, type NlpSuggestedAccountDto, type NlpSuggestedAccountsDto, type NlpSuggestedPayeeDto, type NlpTargetTransactionDto, type NlpTransactionInfoDto, OpenAPI, type OpenAPIConfig, type ParserTelemetryReportDto, type PayeeAutocompleteResponseDto, type PayeeControllerAutocompleteData, type PayeeControllerAutocompleteResponse, type PayeeControllerCreateData, type PayeeControllerCreateResponse, type PayeeControllerDeleteData, type PayeeControllerDeleteResponse, type PayeeControllerFindAllData, type PayeeControllerFindAllResponse, type PayeeControllerFindOneData, type PayeeControllerFindOneResponse, type PayeeControllerGetTopPayeesData, type PayeeControllerGetTopPayeesResponse, type PayeeControllerUpdateData, type PayeeControllerUpdateResponse, type PayeeListResponseDto, type PayeeProfileAdminControllerCreateData, type PayeeProfileAdminControllerCreateResponse, type PayeeProfileAdminControllerDeleteData, type PayeeProfileAdminControllerDeleteResponse, type PayeeProfileAdminControllerFindAllData, type PayeeProfileAdminControllerFindAllResponse, type PayeeProfileAdminControllerFindOneData, type PayeeProfileAdminControllerFindOneResponse, type PayeeProfileAdminControllerUnverifyData, type PayeeProfileAdminControllerUnverifyResponse, type PayeeProfileAdminControllerUpdateData, type PayeeProfileAdminControllerUpdateResponse, type PayeeProfileAdminControllerVerifyData, type PayeeProfileAdminControllerVerifyResponse, type PayeeProfileListResponseDto, type PayeeProfileResponseDto, type PayeeResponseDto, type PayeeStatsResponseDto, type PlatformControllerCreateData, type PlatformControllerCreateResponse, type PlatformControllerDeleteData, type PlatformControllerDeleteResponse, type PlatformControllerFindAllResponse, type PlatformControllerGetPlatformListResponse, type PlatformControllerMatchPlatformsData, type PlatformControllerMatchPlatformsResponse, type PlatformControllerUpdateData, type PlatformControllerUpdateResponse, type PlatformGroupDto, type PortfolioTrendsResponseDto, type PostingDetailDto, type PostingResponseDto, type ProcessNlpDto, type PropertyControllerDeleteData, type PropertyControllerDeleteResponse, type PropertyControllerGetAllResponse, type PropertyControllerGetByKeyData, type PropertyControllerGetByKeyResponse, type PropertyControllerUpdateData, type PropertyControllerUpdateResponse, type ProviderSyncConfigDto, type ProviderSyncControllerGetSupportedProvidersData, type ProviderSyncControllerGetSupportedProvidersResponse, type ProviderSyncControllerIsProviderSupportedData, type ProviderSyncControllerIsProviderSupportedResponse, type ProviderSyncControllerSyncData, type ProviderSyncControllerSyncResponse, type ProviderSyncDto, type ProviderSyncResponseDto, ProviderSyncService, type RecurringMatchInfoDto, type RecurringRuleControllerCreateData, type RecurringRuleControllerCreateFromTransactionData, type RecurringRuleControllerCreateFromTransactionResponse, type RecurringRuleControllerCreateResponse, type RecurringRuleControllerDeleteData, type RecurringRuleControllerDeleteResponse, type RecurringRuleControllerFindAllData, type RecurringRuleControllerFindAllResponse, type RecurringRuleControllerFindOneData, type RecurringRuleControllerFindOneResponse, type RecurringRuleControllerGetWithStatsData, type RecurringRuleControllerGetWithStatsResponse, type RecurringRuleControllerUpdateData, type RecurringRuleControllerUpdateResponse, type RecurringRuleResponseDto, type RecurringRuleWithStatsResponseDto, type RecurringSuggestionDto, type RegionConfigDto, type RegionInfoDto, type RegionsMetadataResponseDto, type ReopenAccountDto, type ReportingControllerBackfillSnapshotsData, type ReportingControllerBackfillSnapshotsResponse, type ReportingControllerGenerateSnapshotData, type ReportingControllerGenerateSnapshotResponse, type ReportingControllerGetPortfolioTrendsData, type ReportingControllerGetPortfolioTrendsResponse, type ResolveResultDto, type ResolveReviewDto, type ReviewControllerBatchResolveData, type ReviewControllerBatchResolveResponse, type ReviewControllerFindAllData, type ReviewControllerFindAllResponse, type ReviewControllerFindOneData, type ReviewControllerFindOneResponse, type ReviewControllerGetStatsData, type ReviewControllerGetStatsResponse, type ReviewControllerResolveData, type ReviewControllerResolveResponse, type ReviewControllerUndoData, type ReviewControllerUndoResponse, type ReviewDetailDto, type ReviewItemPreviewDto, type ReviewListResponseDto, type ReviewStatsDto, type ReviewSummaryDto, type RuleStatisticsResponseDto, type SignupDto, type SupportedProvidersResponseDto, type TagSuggestionDto, type TagSuggestionsResponseDto, type TelemetryControllerReportTelemetryData, type TelemetryControllerReportTelemetryResponse, type TemplateMetadataDto, type TemplateMetadataResponseDto, type TestRuleDto, type TestRuleResponseDto, type TimeSeriesPointDto, type TransactionControllerCreateBatchData, type TransactionControllerCreateBatchResponse, type TransactionControllerCreateData, type TransactionControllerCreateResponse, type TransactionControllerDeleteData, type TransactionControllerDeleteResponse, type TransactionControllerGetDetailData, type TransactionControllerGetDetailResponse, type TransactionControllerListData, type TransactionControllerListResponse, type TransactionControllerSuggestTagsData, type TransactionControllerSuggestTagsResponse, type TransactionControllerUpdateData, type TransactionControllerUpdateResponse, type TransactionDetailDto, type TransactionListResponseDto, type TransactionResponseDto, type TransactionRuleControllerBulkCreateData, type TransactionRuleControllerBulkCreateResponse, type TransactionRuleControllerCreateData, type TransactionRuleControllerCreateResponse, type TransactionRuleControllerDeleteData, type TransactionRuleControllerDeleteResponse, type TransactionRuleControllerExportData, type TransactionRuleControllerExportResponse, type TransactionRuleControllerGetDetailData, type TransactionRuleControllerGetDetailResponse, type TransactionRuleControllerGetStatisticsData, type TransactionRuleControllerGetStatisticsResponse, type TransactionRuleControllerListData, type TransactionRuleControllerListResponse, type TransactionRuleControllerTestData, type TransactionRuleControllerTestResponse, type TransactionRuleControllerUpdateData, type TransactionRuleControllerUpdateResponse, type TransactionRuleControllerValidateData, type TransactionRuleControllerValidateResponse, type TransactionRuleListResponseDto, type TransactionRuleResponseDto, type TransactionSummaryDto, type TrendSummaryDto, type UndoResultDto, type UpdateAccountDto, type UpdateCommodityDto, type UpdateConfigDataDto, type UpdateImporterConfigDto, type UpdateMapperDefaultsDto, type UpdatePayeeDto, type UpdatePayeeProfileDto, type UpdatePlatformDto, type UpdatePropertyDto, type UpdateRecurringRuleDto, type UpdateTransactionDto, type UpdateTransactionRuleDto, type UpdateUserSettingDto, type UserControllerDeleteOwnUserData, type UserControllerDeleteOwnUserResponse, type UserControllerDeleteUserData, type UserControllerDeleteUserResponse, type UserControllerGetAllUserSettingsByPageData, type UserControllerGetAllUserSettingsByPageResponse, type UserControllerGetAssetLiabilitySummaryResponse, type UserControllerGetUserData, type UserControllerGetUserInfoData, type UserControllerGetUserInfoResponse, type UserControllerGetUserResponse, type UserControllerSignupUserData, type UserControllerSignupUserResponse, type UserControllerUpdateUserSettingData, type UserControllerUpdateUserSettingResponse, type ValidateRuleDto, type ValidateRuleResponseDto, type VersionedConfigDto, type action, type assetClass, type assetSubType, type bookingMethod, type branchType, type category, type colorScheme, type confidenceLevel, type conflictStrategy, type dataSource, type equitySubType, type flag, type flag2, type frequency, type importerId, type intent, type investmentAction, type learningSource, type liabilitySubType, type matchLogic, type paymentSource, type period, type source, type sourceType, type status, type status2, type status3, type status4, type suggestedFrequency, type type, type type2, type type3, type viewMode };
7558
+ export { type $OpenApiTs, type AccountControllerCloseData, type AccountControllerCloseResponse, type AccountControllerCreateData, type AccountControllerCreateResponse, type AccountControllerDeleteData, type AccountControllerDeleteResponse, type AccountControllerFindAllData, type AccountControllerFindAllResponse, type AccountControllerFindOneData, type AccountControllerFindOneResponse, type AccountControllerReopenData, type AccountControllerReopenResponse, type AccountControllerUpdateData, type AccountControllerUpdateResponse, type AccountExchangeRateWarningDto, type AccountItemDto, type AccountItemWithAssetClassDto, type AccountListResponseDto, type AccountResponseDto, type AccountStandardListResponseDto, type AccountStandardResponseDto, type AccountStandardsControllerGetRegionsData, type AccountStandardsControllerGetRegionsResponse, type AccountStandardsControllerGetTemplateMetadataData, type AccountStandardsControllerGetTemplateMetadataResponse, type AccountStandardsControllerGetTemplatesData, type AccountStandardsControllerGetTemplatesResponse, type AccountsResponseDto, type AccountsSummaryDto, type AmountDto, type AmountRangeDto, type AnonymousLoginDto, type ApiKeysControllerCreateApiKeyResponse, type ApiProblemResponseDto, type AssetClassAccountsResponseDto, type AssetClassGroupDto, type AssetClassSummaryDto, type AuthControllerAccessTokenLoginData, type AuthControllerAccessTokenLoginResponse, type BackfillSnapshotsBody, type BackfillSnapshotsResponse, type BalanceByCurrencyDto, type BalanceControllerGetBalanceData, type BalanceControllerGetBalanceResponse, type BalanceControllerGetMultiCurrencyBalanceData, type BalanceControllerGetMultiCurrencyBalanceResponse, type BalanceResponseDto, type BatchCreateTransactionDto, type BatchResolveDto, type BatchResolveResultDto, type BatchTransactionErrorDto, type BatchTransactionResponseDto, BeanAccountsService, BeanBalancesService, BeanCommoditiesService, BeanTransactionsService, type BulkCreateRulesDto, type BulkCreateRulesResponseDto, type CacheControllerFlushCacheResponse, type CashFlowByCurrencyDto, type CashFlowResponseDto, type CloseAccountDto, type CommodityControllerBulkCreateData, type CommodityControllerBulkCreateResponse, type CommodityControllerCreateData, type CommodityControllerCreateResponse, type CommodityControllerDeleteData, type CommodityControllerDeleteResponse, type CommodityControllerFindAllData, type CommodityControllerFindAllResponse, type CommodityControllerFindOneData, type CommodityControllerFindOneResponse, type CommodityControllerGetOrCreateData, type CommodityControllerGetOrCreateResponse, type CommodityControllerUpdateData, type CommodityControllerUpdateResponse, type CommodityListResponseDto, type CommodityResponseDto, type ConfirmMatchDto, type ConvertedCashFlowDto, type ConvertedNetWorthDto, type CorrectTransactionDto, type CostDetailDto, type CostSpecDto, type CreateAccountDto, type CreateBeanPriceDto, type CreateCommodityDto, type CreatePayeeDto, type CreatePayeeProfileDto, type CreatePlatformDto, type CreatePostingDto, type CreateRecurringRuleDto, type CreateRuleFromTransactionDto, type CreateTransactionDto, type CreateTransactionRuleDto, type CurrencyBalanceDto, type CurrentPriceDto, type DashboardControllerGetAccountsData, type DashboardControllerGetAccountsResponse, type DashboardControllerGetCashFlowData, type DashboardControllerGetCashFlowResponse, type DashboardControllerGetNetWorthData, type DashboardControllerGetNetWorthResponse, type DecisionOptionDto, type DeleteOwnUserDto, type EnterNowDto, type ExchangeRateControllerGetExchangeRateData, type ExchangeRateControllerGetExchangeRateResponse, type ExchangeRateWarningDto, type ExpectedTransactionControllerConfirmMatchData, type ExpectedTransactionControllerConfirmMatchResponse, type ExpectedTransactionControllerEnterNowData, type ExpectedTransactionControllerEnterNowResponse, type ExpectedTransactionControllerFindAllData, type ExpectedTransactionControllerFindAllResponse, type ExpectedTransactionControllerFindOneData, type ExpectedTransactionControllerFindOneResponse, type ExpectedTransactionControllerFindOverdueData, type ExpectedTransactionControllerFindOverdueResponse, type ExpectedTransactionControllerSkipData, type ExpectedTransactionControllerSkipResponse, type ExpectedTransactionControllerUndoSkipData, type ExpectedTransactionControllerUndoSkipResponse, type ExpectedTransactionControllerUnmatchData, type ExpectedTransactionControllerUnmatchResponse, type ExpectedTransactionListResponseDto, type ExpectedTransactionResponseDto, type ExpectedTransactionRuleDto, type ExportControllerExportBeancountResponse, type ExportRulesResponseDto, type FileImportControllerIdentifyFileData, type FileImportControllerIdentifyFileResponse, type FileImportControllerImportBeancountData, type FileImportControllerImportBeancountResponse, type FileImportControllerImportFileData, type FileImportControllerImportFileResponse, type FileImportDto, type ForecastControllerGetForecastData, type ForecastControllerGetForecastResponse, type ForecastItemDto, type ForecastResponseDto, type FxRateDto, type GenerateSnapshotBody, type GenerateSnapshotResponse, type HealthControllerCheckDatabaseResponse, type HealthControllerCheckOpenBbResponse, type HealthControllerCheckRedisResponse, type HealthControllerGetCircuitBreakersHealthResponse, type HealthControllerGetHealthResponse, type HealthControllerGetMetricsResponse, type HealthControllerResetCircuitBreakerData, type HealthControllerResetCircuitBreakerResponse, HealthService, type HoldingAssetClassAccountSliceDto, type HoldingAssetClassCrossAccountResponseDto, type HoldingPnlControllerGetHoldingPnlData, type HoldingPnlControllerGetHoldingPnlResponse, type HoldingPnlResponseDto, type HoldingPnlRowDto, type HoldingPnlWarningDto, type IdentifyResultDto, type ImportErrorDto, type ImportResultDto, type ImporterConfigControllerGetConfigData, type ImporterConfigControllerGetConfigResponse, type ImporterConfigControllerResetConfigData, type ImporterConfigControllerResetConfigResponse, type ImporterConfigControllerUpdateConfigData, type ImporterConfigControllerUpdateConfigResponse, type ImporterConfigDataDto, type ImporterConfigDto, type InfoControllerGetInfoResponse, type MapperDefaultsDto, type MonetaryDto, type MonthlyForecastDto, type MultiCurrencyBalanceResponseDto, type MultiCurrencyPointDto, type NetWorthByCurrencyDto, type NetWorthResponseDto, type NlpControllerClearSessionData, type NlpControllerClearSessionResponse, type NlpControllerGetSessionData, type NlpControllerGetSessionResponse, type NlpControllerProcessNaturalLanguageData, type NlpControllerProcessNaturalLanguageResponse, OpenAPI, type OpenAPIConfig, type ParserTelemetryReportDto, type PayeeAutocompleteResponseDto, type PayeeControllerAutocompleteData, type PayeeControllerAutocompleteResponse, type PayeeControllerCreateData, type PayeeControllerCreateResponse, type PayeeControllerDeleteData, type PayeeControllerDeleteResponse, type PayeeControllerFindAllData, type PayeeControllerFindAllResponse, type PayeeControllerFindOneData, type PayeeControllerFindOneResponse, type PayeeControllerGetTopPayeesData, type PayeeControllerGetTopPayeesResponse, type PayeeControllerUpdateData, type PayeeControllerUpdateResponse, type PayeeListResponseDto, type PayeeProfileAdminControllerCreateData, type PayeeProfileAdminControllerCreateResponse, type PayeeProfileAdminControllerDeleteData, type PayeeProfileAdminControllerDeleteResponse, type PayeeProfileAdminControllerFindAllData, type PayeeProfileAdminControllerFindAllResponse, type PayeeProfileAdminControllerFindOneData, type PayeeProfileAdminControllerFindOneResponse, type PayeeProfileAdminControllerUnverifyData, type PayeeProfileAdminControllerUnverifyResponse, type PayeeProfileAdminControllerUpdateData, type PayeeProfileAdminControllerUpdateResponse, type PayeeProfileAdminControllerVerifyData, type PayeeProfileAdminControllerVerifyResponse, type PayeeProfileListResponseDto, type PayeeProfileResponseDto, type PayeeResponseDto, type PayeeStatsResponseDto, type PlatformControllerCreateData, type PlatformControllerCreateResponse, type PlatformControllerDeleteData, type PlatformControllerDeleteResponse, type PlatformControllerFindAllResponse, type PlatformControllerGetPlatformListResponse, type PlatformControllerMatchPlatformsData, type PlatformControllerMatchPlatformsResponse, type PlatformControllerUpdateData, type PlatformControllerUpdateResponse, type PlatformGroupDto, type PortfolioTrendsResponseDto, type PostingDetailDto, type PostingResponseDto, type PriceControllerBulkCreateData, type PriceControllerBulkCreateResponse, type PriceControllerCreateData, type PriceControllerCreateResponse, type PriceControllerDeleteData, type PriceControllerDeleteResponse, type PriceControllerFindAllData, type PriceControllerFindAllResponse, type PriceControllerFindOneData, type PriceControllerFindOneResponse, type PriceControllerUpdateData, type PriceControllerUpdateResponse, type PriceListResponseDto, type PriceResponseDto, type ProcessNlpDto, type PropertyControllerDeleteData, type PropertyControllerDeleteResponse, type PropertyControllerGetAllResponse, type PropertyControllerGetByKeyData, type PropertyControllerGetByKeyResponse, type PropertyControllerUpdateData, type PropertyControllerUpdateResponse, type ProviderSyncConfigDto, type ProviderSyncControllerGetSupportedProvidersData, type ProviderSyncControllerGetSupportedProvidersResponse, type ProviderSyncControllerIsProviderSupportedData, type ProviderSyncControllerIsProviderSupportedResponse, type ProviderSyncControllerSyncData, type ProviderSyncControllerSyncResponse, type ProviderSyncDto, ProviderSyncService, type RecurringRuleControllerCreateData, type RecurringRuleControllerCreateFromTransactionData, type RecurringRuleControllerCreateFromTransactionResponse, type RecurringRuleControllerCreateResponse, type RecurringRuleControllerDeleteData, type RecurringRuleControllerDeleteResponse, type RecurringRuleControllerFindAllData, type RecurringRuleControllerFindAllResponse, type RecurringRuleControllerFindOneData, type RecurringRuleControllerFindOneResponse, type RecurringRuleControllerGetWithStatsData, type RecurringRuleControllerGetWithStatsResponse, type RecurringRuleControllerUpdateData, type RecurringRuleControllerUpdateResponse, type RecurringRuleResponseDto, type RecurringRuleWithStatsResponseDto, type RecurringSuggestionDto, type RegionConfigDto, type RegionInfoDto, type RegionsMetadataResponseDto, type ReopenAccountDto, type ReportingControllerBackfillSnapshotsData, type ReportingControllerBackfillSnapshotsResponse, type ReportingControllerGenerateSnapshotData, type ReportingControllerGenerateSnapshotResponse, type ReportingControllerGetPortfolioTrendsData, type ReportingControllerGetPortfolioTrendsResponse, type ResolveResultDto, type ResolveReviewDto, type ReviewControllerBatchResolveData, type ReviewControllerBatchResolveResponse, type ReviewControllerFindAllData, type ReviewControllerFindAllResponse, type ReviewControllerFindOneData, type ReviewControllerFindOneResponse, type ReviewControllerGetStatsData, type ReviewControllerGetStatsResponse, type ReviewControllerResolveData, type ReviewControllerResolveResponse, type ReviewControllerUndoData, type ReviewControllerUndoResponse, type ReviewDetailDto, type ReviewItemPreviewDto, type ReviewListResponseDto, type ReviewStatsDto, type ReviewSummaryDto, type RuleStatisticsResponseDto, type SignupDto, type SupportedProvidersResponseDto, type TagSuggestionDto, type TagSuggestionsResponseDto, type TelemetryControllerGetCoverageMetricsData, type TelemetryControllerGetCoverageMetricsResponse, type TelemetryControllerReportCoverageMissData, type TelemetryControllerReportCoverageMissResponse, type TelemetryControllerReportTelemetryData, type TelemetryControllerReportTelemetryResponse, type TemplateMetadataDto, type TemplateMetadataResponseDto, type TestRuleDto, type TestRuleResponseDto, type TimeSeriesPointDto, type TransactionControllerCorrectData, type TransactionControllerCorrectResponse, type TransactionControllerCreateBatchData, type TransactionControllerCreateBatchResponse, type TransactionControllerCreateData, type TransactionControllerCreateResponse, type TransactionControllerDeleteData, type TransactionControllerDeleteResponse, type TransactionControllerGetDetailData, type TransactionControllerGetDetailResponse, type TransactionControllerListData, type TransactionControllerListResponse, type TransactionControllerSuggestTagsData, type TransactionControllerSuggestTagsResponse, type TransactionControllerUpdateData, type TransactionControllerUpdateResponse, type TransactionDetailDto, type TransactionListResponseDto, type TransactionResponseDto, type TransactionRuleControllerBulkCreateData, type TransactionRuleControllerBulkCreateResponse, type TransactionRuleControllerCreateData, type TransactionRuleControllerCreateResponse, type TransactionRuleControllerDeleteData, type TransactionRuleControllerDeleteResponse, type TransactionRuleControllerExportData, type TransactionRuleControllerExportResponse, type TransactionRuleControllerGetDetailData, type TransactionRuleControllerGetDetailResponse, type TransactionRuleControllerGetStatisticsData, type TransactionRuleControllerGetStatisticsResponse, type TransactionRuleControllerListData, type TransactionRuleControllerListResponse, type TransactionRuleControllerTestData, type TransactionRuleControllerTestResponse, type TransactionRuleControllerUpdateData, type TransactionRuleControllerUpdateResponse, type TransactionRuleControllerValidateData, type TransactionRuleControllerValidateResponse, type TransactionRuleListResponseDto, type TransactionRuleResponseDto, type TransactionSummaryDto, type TrendSummaryDto, type UncoveredFormatMissDto, type UndoResultDto, type UpdateAccountDto, type UpdateBeanPriceDto, type UpdateCommodityDto, type UpdateConfigDataDto, type UpdateImporterConfigDto, type UpdateMapperDefaultsDto, type UpdatePayeeDto, type UpdatePayeeProfileDto, type UpdatePlatformDto, type UpdatePropertyDto, type UpdateRecurringRuleDto, type UpdateTransactionDto, type UpdateTransactionRuleDto, type UpdateUserSettingDto, type UserControllerDeleteOwnUserData, type UserControllerDeleteOwnUserResponse, type UserControllerDeleteUserData, type UserControllerDeleteUserResponse, type UserControllerGetAllUserSettingsByPageData, type UserControllerGetAllUserSettingsByPageResponse, type UserControllerGetAssetLiabilitySummaryResponse, type UserControllerGetUserData, type UserControllerGetUserInfoData, type UserControllerGetUserInfoResponse, type UserControllerGetUserResponse, type UserControllerSignupUserData, type UserControllerSignupUserResponse, type UserControllerUpdateUserSettingData, type UserControllerUpdateUserSettingResponse, type ValidateRuleDto, type ValidateRuleResponseDto, type VersionedConfigDto, type action, type assetClass, type bookingMethod, type branchType, type category, type chartToken, type colorScheme, type confidenceLevel, type conflictStrategy, type dataSource, type flag, type flag2, type frequency, type importerId, type learningSource, type matchLogic, type method, type mode, type period, type source, type source2, type status, type status2, type status3, type suggestedFrequency, type type, type type2, type type3, type type4, type value, type viewMode };