@model-match/api 3.15.0 → 3.16.0

package/openapi.json

@@ -1144,13 +1144,13 @@
       "AgentCountyFilterValue": {
         "anyOf": [
           {
-            "pattern": "^\\d{5}$/u",
+            "pattern": "^\\d{5}$",
             "type": "string"
           },
           {
             "description": "Match any of several counties",
             "items": {
-              "pattern": "^\\d{5}$/u",
+              "pattern": "^\\d{5}$",
               "type": "string"
             },
             "type": "array"
@@ -1969,13 +1969,13 @@
           "from": {
             "description": "Inclusive lower bound on the transaction date.",
             "example": "2024-01-01",
-            "pattern": "^\\d{4}(-\\d{2}(-\\d{2})?)?$/u",
+            "pattern": "^\\d{4}(-\\d{2}(-\\d{2})?)?$",
             "type": "string"
           },
           "to": {
             "description": "Inclusive upper bound on the transaction date.",
             "example": "2025-12-31",
-            "pattern": "^\\d{4}(-\\d{2}(-\\d{2})?)?$/u",
+            "pattern": "^\\d{4}(-\\d{2}(-\\d{2})?)?$",
             "type": "string"
           }
         },
@@ -3102,7 +3102,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -4518,7 +4518,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -4827,7 +4827,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -5189,7 +5189,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -6040,7 +6040,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -6423,7 +6423,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -8424,7 +8424,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -9130,7 +9130,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -9827,7 +9827,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -10213,7 +10213,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -10392,6 +10392,98 @@
         ],
         "type": "object"
       },
+      "CreateSavedFilterRequest": {
+        "additionalProperties": false,
+        "properties": {
+          "fidelity": {
+            "description": "How much of the UI state `query` captures: `exact`; `partial` (see `unmapped`); `ui_only` — no runnable query. Defaults from whether `query` is present.",
+            "enum": [
+              "exact",
+              "partial",
+              "ui_only"
+            ],
+            "type": "string"
+          },
+          "icon": {
+            "$ref": "#/components/schemas/SavedFilterIcon"
+          },
+          "kind": {
+            "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
+            "enum": [
+              "filter",
+              "view"
+            ],
+            "type": "string"
+          },
+          "name": {
+            "maxLength": 100,
+            "minLength": 1,
+            "type": "string"
+          },
+          "query": {
+            "additionalProperties": {
+              "nullable": true
+            },
+            "description": "The target list operation's request body WITHOUT `pagination` (e.g. `{ flatFilters, filters, sort, period }` for listOriginators). Validated against that operation's schema; unknown filter fields are rejected. Null/omitted for a UI-only filter.",
+            "nullable": true,
+            "type": "object"
+          },
+          "target": {
+            "description": "Which list the filter runs against. Market targets run against that entity's list operation (see `operationId`, e.g. listOriginators); `crm_people` / `crm_companies` are UI-only (filtered client-side).",
+            "enum": [
+              "originators",
+              "agents",
+              "companies",
+              "branches",
+              "offices",
+              "loans",
+              "properties",
+              "sales",
+              "crm_people",
+              "crm_companies"
+            ],
+            "type": "string"
+          },
+          "uiState": {
+            "additionalProperties": {
+              "nullable": true
+            },
+            "description": "Opaque client UI state used to restore a filter panel (≤16KB). Not interpreted by the API.",
+            "nullable": true,
+            "type": "object"
+          },
+          "uiStateVersion": {
+            "minimum": 1,
+            "type": "integer"
+          },
+          "unmapped": {
+            "description": "UI filter keys the client could not express in `query` (set with `fidelity: partial`).",
+            "items": {
+              "maxLength": 200,
+              "minLength": 1,
+              "type": "string"
+            },
+            "maxItems": 100,
+            "type": "array"
+          }
+        },
+        "required": [
+          "name",
+          "target"
+        ],
+        "type": "object"
+      },
+      "CreateSavedFilterResult": {
+        "properties": {
+          "data": {
+            "$ref": "#/components/schemas/SavedFilter"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "CrmActiveCall": {
         "nullable": true,
         "properties": {
@@ -16117,6 +16209,28 @@
         ],
         "type": "string"
       },
+      "DeleteSavedFilterResult": {
+        "properties": {
+          "data": {
+            "properties": {
+              "deleted": {
+                "enum": [
+                  true
+                ],
+                "type": "boolean"
+              }
+            },
+            "required": [
+              "deleted"
+            ],
+            "type": "object"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "EarlyExitCounterparty": {
         "properties": {
           "name": {
@@ -16896,14 +17010,130 @@
         ],
         "type": "object"
       },
+      "EnrichmentCacheStats": {
+        "properties": {
+          "computedAt": {
+            "description": "ISO 8601 timestamp",
+            "type": "string"
+          },
+          "costUsd": {
+            "description": "`total × unitCostUsd` — upstream spend behind the live table.",
+            "minimum": 0,
+            "type": "number"
+          },
+          "empty": {
+            "description": "Unexpired rows where the provider returned no persons.",
+            "minimum": 0,
+            "type": "integer"
+          },
+          "expired": {
+            "minimum": 0,
+            "type": "integer"
+          },
+          "healthy": {
+            "description": "Unexpired rows with at least one person.",
+            "minimum": 0,
+            "type": "integer"
+          },
+          "memberRows": {
+            "description": "Member entitlement rows across every workspace.",
+            "minimum": 0,
+            "type": "integer"
+          },
+          "partial": {
+            "description": "True when the scan hit its page/time budget; counts are a lower bound.",
+            "type": "boolean"
+          },
+          "savedLookups": {
+            "description": "Member entitlements served from the internal cache rather than a fresh BatchData call (every member beyond the first per property).",
+            "minimum": 0,
+            "type": "integer"
+          },
+          "savingsUsd": {
+            "description": "`savedLookups × unitCostUsd`.",
+            "minimum": 0,
+            "type": "number"
+          },
+          "total": {
+            "description": "Internal property cache rows — one per enriched property.",
+            "minimum": 0,
+            "type": "integer"
+          },
+          "unitCostUsd": {
+            "minimum": 0,
+            "type": "number"
+          }
+        },
+        "required": [
+          "total",
+          "expired",
+          "empty",
+          "healthy",
+          "memberRows",
+          "savedLookups",
+          "costUsd",
+          "savingsUsd",
+          "unitCostUsd",
+          "partial",
+          "computedAt"
+        ],
+        "type": "object"
+      },
+      "EnrichmentCharge": {
+        "properties": {
+          "at": {
+            "description": "ISO 8601 time of the debit",
+            "type": "string"
+          },
+          "credits": {
+            "type": "number"
+          },
+          "refresh": {
+            "description": "True when this charge came from a forced re-run",
+            "type": "boolean"
+          }
+        },
+        "required": [
+          "at",
+          "credits",
+          "refresh"
+        ],
+        "type": "object"
+      },
       "EnrichmentListItem": {
         "properties": {
+          "charged": {
+            "description": "Whether the call that produced the current result debited credits. `null` for results stored before charges were recorded.",
+            "nullable": true,
+            "type": "boolean"
+          },
+          "charges": {
+            "description": "Every recorded debit for this property, oldest first. More than one means it was paid for more than once (a `refresh` re-run). `null` when not recorded.",
+            "items": {
+              "$ref": "#/components/schemas/EnrichmentCharge"
+            },
+            "nullable": true,
+            "type": "array"
+          },
+          "creditsCharged": {
+            "description": "Total credits debited for this property across every recorded run, including forced re-runs. `null` when not recorded.",
+            "nullable": true,
+            "type": "number"
+          },
+          "emailCount": {
+            "description": "Email addresses found across every matched person.",
+            "type": "number"
+          },
           "enrichedAt": {
             "type": "string"
           },
           "personCount": {
             "type": "number"
           },
+          "phoneCount": {
+            "description": "Phone numbers found across every matched person. A matched person can have none.",
+            "type": "number"
+          },
           "propertyId": {
             "type": "string"
           },
@@ -16915,7 +17145,12 @@
           "propertyId",
           "enrichedAt",
           "source",
-          "personCount"
+          "personCount",
+          "phoneCount",
+          "emailCount",
+          "charged",
+          "creditsCharged",
+          "charges"
         ],
         "type": "object"
       },
@@ -17742,6 +17977,17 @@
         ],
         "type": "object"
       },
+      "GetSavedFilterResult": {
+        "properties": {
+          "data": {
+            "$ref": "#/components/schemas/SavedFilter"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "HeadcountPoint": {
         "properties": {
           "active": {
@@ -18637,7 +18883,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -19041,7 +19287,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -19587,7 +19833,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -19888,7 +20134,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -23479,7 +23725,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -25550,11 +25796,11 @@
             "description": "Custom window. A period is a fixed pre-aggregated window and cannot be re-cut, so any bound here switches the response to live transaction data.",
             "properties": {
               "from": {
-                "pattern": "^\\d{4}(?:-\\d{2}(?:-\\d{2})?)?$/u",
+                "pattern": "^\\d{4}(?:-\\d{2}(?:-\\d{2})?)?$",
                 "type": "string"
               },
               "to": {
-                "pattern": "^\\d{4}(?:-\\d{2}(?:-\\d{2})?)?$/u",
+                "pattern": "^\\d{4}(?:-\\d{2}(?:-\\d{2})?)?$",
                 "type": "string"
               }
             },
@@ -26429,7 +26675,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -26739,7 +26985,7 @@
                     "$ref": "#/components/schemas/NumericFilterValue"
                   },
                   {
-                    "description": "Loan-to-value at ORIGINATION (sparse). This is not a current LTV — there is no stored current-LTV field on loans."
+                    "description": "Loan-to-value at ORIGINATION (sparse), as a PERCENT on a 0-100 scale (`80` = 80% LTV; values above 100 are real underwater loans). This is not a current LTV — there is no stored current-LTV field on loans."
                   }
                 ]
               },
@@ -29765,7 +30011,7 @@
         "properties": {
           "asOf": {
             "description": "The subscribe day (yyyy-MM-dd). Step 0 replays the backfill window a real subscribe would deliver on this date.",
-            "pattern": "^\\d{4}-\\d{2}-\\d{2}/u",
+            "pattern": "^\\d{4}-\\d{2}-\\d{2}",
             "type": "string"
           },
           "backfillDays": {
@@ -29795,7 +30041,7 @@
           "steps": {
             "description": "Later dates (yyyy-MM-dd) to advance to. Each shows only what is NEW since the previous date — the forward delta the cron would have delivered. Sorted + de-duplicated; capped at 12 dates total.",
             "items": {
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}",
               "type": "string"
             },
             "type": "array"
@@ -30601,6 +30847,260 @@
         ],
         "type": "object"
       },
+      "SavedFilter": {
+        "properties": {
+          "createdAt": {
+            "format": "date-time",
+            "type": "string"
+          },
+          "fidelity": {
+            "description": "How much of the UI state `query` captures: `exact`; `partial` (see `unmapped`); `ui_only` — no runnable query. Defaults from whether `query` is present.",
+            "enum": [
+              "exact",
+              "partial",
+              "ui_only"
+            ],
+            "type": "string"
+          },
+          "icon": {
+            "$ref": "#/components/schemas/SavedFilterIcon"
+          },
+          "id": {
+            "type": "string"
+          },
+          "kind": {
+            "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
+            "enum": [
+              "filter",
+              "view"
+            ],
+            "type": "string"
+          },
+          "name": {
+            "type": "string"
+          },
+          "operationId": {
+            "description": "The operation to run `query` against (e.g. `listOriginators`); null for UI-only targets.",
+            "nullable": true,
+            "type": "string"
+          },
+          "query": {
+            "additionalProperties": {
+              "nullable": true
+            },
+            "nullable": true,
+            "type": "object"
+          },
+          "queryVersion": {
+            "type": "integer"
+          },
+          "stale": {
+            "description": "True when the stored `query` no longer validates against the operation (its contract changed). Re-save or adjust before running.",
+            "type": "boolean"
+          },
+          "staleIssues": {
+            "items": {
+              "properties": {
+                "message": {
+                  "type": "string"
+                },
+                "path": {
+                  "type": "string"
+                }
+              },
+              "required": [
+                "path",
+                "message"
+              ],
+              "type": "object"
+            },
+            "type": "array"
+          },
+          "target": {
+            "description": "Which list the filter runs against. Market targets run against that entity's list operation (see `operationId`, e.g. listOriginators); `crm_people` / `crm_companies` are UI-only (filtered client-side).",
+            "enum": [
+              "originators",
+              "agents",
+              "companies",
+              "branches",
+              "offices",
+              "loans",
+              "properties",
+              "sales",
+              "crm_people",
+              "crm_companies"
+            ],
+            "type": "string"
+          },
+          "uiState": {
+            "additionalProperties": {
+              "nullable": true
+            },
+            "nullable": true,
+            "type": "object"
+          },
+          "uiStateVersion": {
+            "type": "integer"
+          },
+          "unmapped": {
+            "items": {
+              "type": "string"
+            },
+            "type": "array"
+          },
+          "updatedAt": {
+            "format": "date-time",
+            "type": "string"
+          },
+          "visibility": {
+            "description": "Always `private` in v1.",
+            "enum": [
+              "private",
+              "organization",
+              "shared"
+            ],
+            "type": "string"
+          }
+        },
+        "required": [
+          "id",
+          "name",
+          "target",
+          "kind",
+          "icon",
+          "query",
+          "queryVersion",
+          "uiState",
+          "uiStateVersion",
+          "fidelity",
+          "unmapped",
+          "visibility",
+          "operationId",
+          "stale",
+          "staleIssues",
+          "createdAt",
+          "updatedAt"
+        ],
+        "type": "object"
+      },
+      "SavedFilterError": {
+        "properties": {
+          "code": {
+            "description": "`QUOTA_EXCEEDED` (409, 25 per target + kind).",
+            "type": "string"
+          },
+          "error": {
+            "type": "string"
+          },
+          "issues": {
+            "items": {
+              "properties": {
+                "message": {
+                  "type": "string"
+                },
+                "path": {
+                  "type": "string"
+                }
+              },
+              "required": [
+                "path",
+                "message"
+              ],
+              "type": "object"
+            },
+            "type": "array"
+          }
+        },
+        "required": [
+          "error"
+        ],
+        "type": "object"
+      },
+      "SavedFilterIcon": {
+        "description": "Optional marker: a color dot, a tinted icon, or an emoji.",
+        "oneOf": [
+          {
+            "properties": {
+              "color": {
+                "pattern": "^#[0-9a-fA-F]{6}$",
+                "type": "string"
+              },
+              "type": {
+                "enum": [
+                  "color"
+                ],
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "color"
+            ],
+            "type": "object"
+          },
+          {
+            "properties": {
+              "color": {
+                "pattern": "^#[0-9a-fA-F]{6}$",
+                "type": "string"
+              },
+              "icon": {
+                "pattern": "^[A-Za-z][A-Za-z0-9]{0,63}$",
+                "type": "string"
+              },
+              "type": {
+                "enum": [
+                  "icon"
+                ],
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "icon",
+              "color"
+            ],
+            "type": "object"
+          },
+          {
+            "properties": {
+              "emoji": {
+                "maxLength": 16,
+                "minLength": 1,
+                "type": "string"
+              },
+              "type": {
+                "enum": [
+                  "emoji"
+                ],
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "emoji"
+            ],
+            "type": "object"
+          },
+          {
+            "nullable": true
+          }
+        ]
+      },
+      "SavedFilterList": {
+        "properties": {
+          "data": {
+            "items": {
+              "$ref": "#/components/schemas/SavedFilter"
+            },
+            "type": "array"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "ScoredBreakdownRequest": {
         "properties": {
           "period": {
@@ -31495,6 +31995,70 @@
         },
         "type": "object"
       },
+      "UpdateSavedFilterRequest": {
+        "additionalProperties": false,
+        "properties": {
+          "fidelity": {
+            "description": "How much of the UI state `query` captures: `exact`; `partial` (see `unmapped`); `ui_only` — no runnable query. Defaults from whether `query` is present.",
+            "enum": [
+              "exact",
+              "partial",
+              "ui_only"
+            ],
+            "type": "string"
+          },
+          "icon": {
+            "$ref": "#/components/schemas/SavedFilterIcon"
+          },
+          "name": {
+            "maxLength": 100,
+            "minLength": 1,
+            "type": "string"
+          },
+          "query": {
+            "additionalProperties": {
+              "nullable": true
+            },
+            "description": "The target list operation's request body WITHOUT `pagination` (e.g. `{ flatFilters, filters, sort, period }` for listOriginators). Validated against that operation's schema; unknown filter fields are rejected. Null/omitted for a UI-only filter.",
+            "nullable": true,
+            "type": "object"
+          },
+          "uiState": {
+            "additionalProperties": {
+              "nullable": true
+            },
+            "description": "Opaque client UI state used to restore a filter panel (≤16KB). Not interpreted by the API.",
+            "nullable": true,
+            "type": "object"
+          },
+          "uiStateVersion": {
+            "minimum": 1,
+            "type": "integer"
+          },
+          "unmapped": {
+            "description": "UI filter keys the client could not express in `query` (set with `fidelity: partial`).",
+            "items": {
+              "maxLength": 200,
+              "minLength": 1,
+              "type": "string"
+            },
+            "maxItems": 100,
+            "type": "array"
+          }
+        },
+        "type": "object"
+      },
+      "UpdateSavedFilterResult": {
+        "properties": {
+          "data": {
+            "$ref": "#/components/schemas/SavedFilter"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "WatchedAgent": {
         "properties": {
           "addedAt": {
@@ -31746,7 +32310,7 @@
   "info": {
     "description": "ModelMatch API — mortgage and real-estate market data.\n\n## Bulk delivery limits\n\nThe `POST /{entity}/bulk-delivery` endpoints export a full result set to\nS3 as NDJSON, JSON, CSV, or Parquet.\n\n- **Up to 1,000 rows per delivery: no entitlement required.** Available to\n  every authenticated caller.\n- **Above 1,000 rows: requires the entity's `bulk-delivery.{entity}`\n  entitlement** (e.g. `bulk-delivery.loans`). The grant's scope sets your\n  row ceiling and may also restrict which rows and fields you receive.\n\nA delivery that would exceed the limit available to you is rejected with\n`403 entitlement_missing`, reporting the matched row count and the ceiling\nthat applied. To stay under the limit, pass `limit` — the job then delivers\n(and bills for) only the first `limit` rows of a broader query.\n\n**Need a higher limit?** Email support@modelmatch.com to request the\nentitlement. Limits are raised per organization and per entity.\n\nBulk delivery is billed at 1 credit per delivered row whether or not\nan entitlement is held.",
     "title": "ModelMatch API",
-    "version": "3.59.0"
+    "version": "3.62.0"
   },
   "openapi": "3.1.0",
   "paths": {
@@ -35447,7 +36011,7 @@
             "schema": {
               "description": "Individual NMLS id.",
               "example": "3352",
-              "pattern": "^\\d+$/u",
+              "pattern": "^\\d+$",
               "type": "string"
             }
           }
@@ -35585,7 +36149,7 @@
             "schema": {
               "description": "ECS task id returned by the launch route.",
               "example": "0123456789abcdef0123456789abcdef",
-              "pattern": "^[a-f0-9]{32}$/u",
+              "pattern": "^[a-f0-9]{32}$",
               "type": "string"
             }
           }
@@ -42259,7 +42823,7 @@
             "required": false,
             "schema": {
               "description": "Window start, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -42270,7 +42834,7 @@
             "required": false,
             "schema": {
               "description": "Window end, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -42281,7 +42845,7 @@
             "required": false,
             "schema": {
               "description": "Drill into one hire cohort (`YYYY-MM`): `data` then lists its early departures and recent starts.",
-              "pattern": "^\\d{4}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}$",
               "type": "string"
             }
           },
@@ -42403,7 +42967,7 @@
             "required": false,
             "schema": {
               "description": "Window start, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -42414,7 +42978,7 @@
             "required": false,
             "schema": {
               "description": "Window end, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           }
@@ -42541,7 +43105,7 @@
             "required": false,
             "schema": {
               "description": "Window start, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -42552,7 +43116,7 @@
             "required": false,
             "schema": {
               "description": "Window end, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -42563,7 +43127,7 @@
             "required": false,
             "schema": {
               "description": "Roster AS OF this date (YYYY-MM-DD): loan officers with a record covering it. Replaces the window; `status` must be `active` or omitted.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -42739,7 +43303,7 @@
             "required": false,
             "schema": {
               "description": "Window start, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -42750,7 +43314,7 @@
             "required": false,
             "schema": {
               "description": "Window end, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -43150,7 +43714,7 @@
             "required": false,
             "schema": {
               "description": "Window start, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -43161,7 +43725,7 @@
             "required": false,
             "schema": {
               "description": "Window end, inclusive (YYYY-MM-DD). Overrides `period`.",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -57312,7 +57876,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -57324,7 +57888,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -57336,7 +57900,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -57455,7 +58019,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -57467,7 +58031,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -57479,7 +58043,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -57503,7 +58067,7 @@
             "schema": {
               "description": "Comma-separated company categories (`BANK`, `CU`, `OTHER`) applied to the company whose roster changed — the destination for arrivals, the company left for departures.",
               "example": "BANK,CU",
-              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$/u",
+              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$",
               "type": "string"
             }
           },
@@ -57622,7 +58186,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -57634,7 +58198,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -57646,7 +58210,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -57670,7 +58234,7 @@
             "schema": {
               "description": "Comma-separated company categories (`BANK`, `CU`, `OTHER`) applied to the company whose roster changed — the destination for arrivals, the company left for departures.",
               "example": "BANK,CU",
-              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$/u",
+              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$",
               "type": "string"
             }
           },
@@ -57792,7 +58356,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -57804,7 +58368,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -57816,7 +58380,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -57840,7 +58404,7 @@
             "schema": {
               "description": "Comma-separated company categories (`BANK`, `CU`, `OTHER`) applied to the company whose roster changed — the destination for arrivals, the company left for departures.",
               "example": "BANK,CU",
-              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$/u",
+              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$",
               "type": "string"
             }
           },
@@ -57973,7 +58537,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -57985,7 +58549,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -57997,7 +58561,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -58021,7 +58585,7 @@
             "schema": {
               "description": "Comma-separated company categories (`BANK`, `CU`, `OTHER`) applied to the company whose roster changed — the destination for arrivals, the company left for departures.",
               "example": "BANK,CU",
-              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$/u",
+              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$",
               "type": "string"
             }
           },
@@ -58154,7 +58718,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -58166,7 +58730,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -58178,7 +58742,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -58202,7 +58766,7 @@
             "schema": {
               "description": "Comma-separated company categories (`BANK`, `CU`, `OTHER`) applied to the company whose roster changed — the destination for arrivals, the company left for departures.",
               "example": "BANK,CU",
-              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$/u",
+              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$",
               "type": "string"
             }
           },
@@ -58382,7 +58946,7 @@
             "required": false,
             "schema": {
               "description": "Calendar year to rank (default: last year).",
-              "pattern": "^\\d{4}$/u",
+              "pattern": "^\\d{4}$",
               "type": "string"
             }
           },
@@ -58511,7 +59075,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -58523,7 +59087,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -58535,7 +59099,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -58559,7 +59123,7 @@
             "schema": {
               "description": "Comma-separated company categories (`BANK`, `CU`, `OTHER`) applied to the company whose roster changed — the destination for arrivals, the company left for departures.",
               "example": "BANK,CU",
-              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$/u",
+              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$",
               "type": "string"
             }
           }
@@ -58666,7 +59230,7 @@
             "schema": {
               "description": "Reporting window. `last_N_months` = the N most recent COMPLETED calendar months (the current month is excluded); `year_to_date` = Jan 1 through the end of last month; `YYYY` (or `fy_YYYY`) = that calendar year; `all_time`. Default `last_12_months`.",
               "example": "last_12_months",
-              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$/u",
+              "pattern": "^(?:last_\\d{1,3}_months|year_to_date|all_time|(?:fy_|fiscal_)?\\d{4})$",
               "type": "string"
             }
           },
@@ -58678,7 +59242,7 @@
             "schema": {
               "description": "Two-letter state. Matches the loan officer's CURRENT NMLS location, not where they were when they moved.",
               "example": "TX",
-              "pattern": "^[A-Za-z]{2}$/u",
+              "pattern": "^[A-Za-z]{2}$",
               "type": "string"
             }
           },
@@ -58690,7 +59254,7 @@
             "schema": {
               "description": "Comma-separated two-letter states (e.g. a region). ORed; combined with `state` when both are sent.",
               "example": "WA,OR,ID",
-              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$/u",
+              "pattern": "^[A-Za-z]{2}(?:,[A-Za-z]{2})*$",
               "type": "string"
             }
           },
@@ -58714,7 +59278,7 @@
             "schema": {
               "description": "Comma-separated company categories (`BANK`, `CU`, `OTHER`) applied to the company whose roster changed — the destination for arrivals, the company left for departures.",
               "example": "BANK,CU",
-              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$/u",
+              "pattern": "^(?:BANK|CU|OTHER)(?:,(?:BANK|CU|OTHER))*$",
               "type": "string"
             }
           },
@@ -59013,7 +59577,7 @@
             "required": false,
             "schema": {
               "description": "Usage window start (YYYY-MM-DD, inclusive)",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           },
@@ -59024,7 +59588,7 @@
             "required": false,
             "schema": {
               "description": "Usage window end (YYYY-MM-DD, inclusive)",
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$/u",
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
               "type": "string"
             }
           }
@@ -62466,6 +63030,17 @@
               "description": "Pagination cursor from a previous response",
               "type": "string"
             }
+          },
+          {
+            "description": "Return only this property's enrichment (zero or one item). The id is the one in the credit ledger's `enrich:<propertyId>` reason.",
+            "in": "query",
+            "name": "propertyId",
+            "required": false,
+            "schema": {
+              "description": "Return only this property's enrichment (zero or one item). The id is the one in the credit ledger's `enrich:<propertyId>` reason.",
+              "minLength": 1,
+              "type": "string"
+            }
           }
         ],
         "responses": {
@@ -63092,34 +63667,440 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Search sales with filters",
+        "summary": "Search sales with filters",
+        "tags": [
+          "Sales"
+        ]
+      }
+    },
+    "/v1/sales/analytics/chart": {
+      "post": {
+        "operationId": "salesAnalyticsChart",
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/SaleChartRequest"
+              }
+            }
+          }
+        },
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ChartResponse"
+                }
+              }
+            },
+            "description": "Chart data"
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "Configurable chart (measure × slice) over the market",
+        "tags": [
+          "Sales"
+        ]
+      }
+    },
+    "/v1/sales/analytics/summary": {
+      "post": {
+        "operationId": "salesAnalyticsSummary",
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/SaleSummaryRequest"
+              }
+            }
+          }
+        },
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SidedSummaryResponse"
+                }
+              }
+            },
+            "description": "Sided market summary with previous-period comparison"
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "Market summary with buyer/seller/dual split + previous period",
+        "tags": [
+          "Sales"
+        ]
+      }
+    },
+    "/v1/sales/analytics/time-series": {
+      "post": {
+        "operationId": "salesAnalyticsTimeSeries",
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/SaleTimeSeriesRequest"
+              }
+            }
+          }
+        },
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SalesTimeSeriesResponse"
+                }
+              }
+            },
+            "description": "Time-series with side splits + previous period. Every side carries `volume`, `units`, and `measureValue` for the requested `measure`."
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "Volume/units over time with buyer/seller/dual split",
+        "tags": [
+          "Sales"
+        ]
+      }
+    },
+    "/v1/sales/count": {
+      "post": {
+        "description": "Return the exact number of sales matching the given filters. Accepts the same request body as `listSales` (pagination and sort are ignored). Use this when you only need a total; to get the matching sales themselves, send the same request body to `listSales`.",
+        "operationId": "countSales",
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/SaleListRequest"
+              }
+            }
+          }
+        },
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/CountResponse"
+                }
+              }
+            },
+            "description": "Exact count of matching sales"
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          }
+        },
+        "summary": "Count sales matching filters",
         "tags": [
           "Sales"
-        ]
+        ],
+        "x-mm-records-via": "listSales"
       }
     },
-    "/v1/sales/analytics/chart": {
-      "post": {
-        "operationId": "salesAnalyticsChart",
-        "requestBody": {
-          "content": {
-            "application/json": {
-              "schema": {
-                "$ref": "#/components/schemas/SaleChartRequest"
-              }
+    "/v1/sales/{id}": {
+      "get": {
+        "operationId": "getSale",
+        "parameters": [
+          {
+            "description": "Sale document ID",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Sale document ID",
+              "type": "string"
             }
           }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SaleDetailResponse"
+                }
+              }
+            },
+            "description": "Sale detail"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Sale not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large"
+          }
         },
+        "summary": "Get sale by ID",
+        "tags": [
+          "Sales"
+        ]
+      }
+    },
+    "/v1/sales/{id}/related": {
+      "get": {
+        "description": "Return the ids of records of another type that are linked to this record. Links resolve by identifier, strongest identifier first, and equally-trusted identifiers are combined — a company's linked loans cover every role it holds on a loan, not just the first one found. The response reports which strength was used: `primary` is the canonical identifier for that pair, `secondary` is a real but weaker alternate used only when the record carries nothing better. This is a lightweight index: it returns ids and a count, not full records. For filtering, sorting, pagination and full detail, use the named endpoint for the pair (for example the originator loans endpoint) and fetch records by id.",
+        "operationId": "saleRelated",
+        "parameters": [
+          {
+            "description": "Sale id",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Sale id",
+              "type": "string"
+            }
+          },
+          {
+            "description": "Type of record to link to",
+            "in": "query",
+            "name": "to",
+            "required": true,
+            "schema": {
+              "description": "Type of record to link to",
+              "enum": [
+                "agents",
+                "loans",
+                "properties"
+              ],
+              "type": "string"
+            }
+          },
+          {
+            "description": "Maximum ids to return (default 25, max 200)",
+            "in": "query",
+            "name": "limit",
+            "required": false,
+            "schema": {
+              "description": "Maximum ids to return (default 25, max 200)",
+              "maximum": 200,
+              "minimum": 1,
+              "type": "integer"
+            }
+          }
+        ],
         "responses": {
           "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ChartResponse"
+                  "$ref": "#/components/schemas/RelatedResponse"
                 }
               }
             },
-            "description": "Chart data"
+            "description": "Linked record ids"
           },
           "400": {
             "content": {
@@ -63159,7 +64140,7 @@
                 }
               }
             },
-            "description": "Not found"
+            "description": "Record not found"
           },
           "413": {
             "content": {
@@ -63172,34 +64153,64 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Configurable chart (measure × slice) over the market",
+        "summary": "Records linked to this one",
         "tags": [
-          "Sales"
+          "Related"
         ]
       }
     },
-    "/v1/sales/analytics/summary": {
-      "post": {
-        "operationId": "salesAnalyticsSummary",
-        "requestBody": {
-          "content": {
-            "application/json": {
-              "schema": {
-                "$ref": "#/components/schemas/SaleSummaryRequest"
-              }
+    "/v1/saved-filters": {
+      "get": {
+        "description": "The caller's saved filters (and saved CRM views) in the active organization, oldest first, optionally narrowed by target and kind.",
+        "operationId": "listSavedFilters",
+        "parameters": [
+          {
+            "description": "Which list the filter runs against. Market targets run against that entity's list operation (see `operationId`, e.g. listOriginators); `crm_people` / `crm_companies` are UI-only (filtered client-side).",
+            "in": "query",
+            "name": "target",
+            "required": false,
+            "schema": {
+              "description": "Which list the filter runs against. Market targets run against that entity's list operation (see `operationId`, e.g. listOriginators); `crm_people` / `crm_companies` are UI-only (filtered client-side).",
+              "enum": [
+                "originators",
+                "agents",
+                "companies",
+                "branches",
+                "offices",
+                "loans",
+                "properties",
+                "sales",
+                "crm_people",
+                "crm_companies"
+              ],
+              "type": "string"
+            }
+          },
+          {
+            "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
+            "in": "query",
+            "name": "kind",
+            "required": false,
+            "schema": {
+              "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
+              "enum": [
+                "filter",
+                "view"
+              ],
+              "type": "string"
             }
           }
-        },
+        ],
         "responses": {
           "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/SidedSummaryResponse"
+                  "$ref": "#/components/schemas/SavedFilterList"
                 }
               }
             },
-            "description": "Sided market summary with previous-period comparison"
+            "description": "Saved filters."
           },
           "400": {
             "content": {
@@ -63252,44 +64263,43 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Market summary with buyer/seller/dual split + previous period",
+        "summary": "List your saved filters",
         "tags": [
-          "Sales"
+          "Saved Filters"
         ]
-      }
-    },
-    "/v1/sales/analytics/time-series": {
+      },
       "post": {
-        "operationId": "salesAnalyticsTimeSeries",
+        "description": "Save a named filter for a list target. For a market target, `query` is the target operation's request body without `pagination` (e.g. the body you would send to listOriginators) and is validated against it. Limit: 25 per target.",
+        "operationId": "createSavedFilter",
         "requestBody": {
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/SaleTimeSeriesRequest"
+                "$ref": "#/components/schemas/CreateSavedFilterRequest"
               }
             }
           }
         },
         "responses": {
-          "200": {
+          "201": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/SalesTimeSeriesResponse"
+                  "$ref": "#/components/schemas/CreateSavedFilterResult"
                 }
               }
             },
-            "description": "Time-series with side splits + previous period. Every side carries `volume`, `units`, and `measureValue` for the requested `measure`."
+            "description": "The saved filter."
           },
           "400": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Validation error"
+            "description": "Validation error — including a `query` that is not a valid request for the target's operation (`issues` lists each problem)."
           },
           "401": {
             "content": {
@@ -63321,6 +64331,16 @@
             },
             "description": "Not found"
           },
+          "409": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SavedFilterError"
+                }
+              }
+            },
+            "description": "`QUOTA_EXCEEDED` — 25 saved filters for this target already; update or delete one."
+          },
           "413": {
             "content": {
               "application/json": {
@@ -63332,35 +64352,41 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Volume/units over time with buyer/seller/dual split",
+        "summary": "Save a filter",
         "tags": [
-          "Sales"
+          "Saved Filters"
         ]
       }
     },
-    "/v1/sales/count": {
-      "post": {
-        "description": "Return the exact number of sales matching the given filters. Accepts the same request body as `listSales` (pagination and sort are ignored). Use this when you only need a total; to get the matching sales themselves, send the same request body to `listSales`.",
-        "operationId": "countSales",
-        "requestBody": {
-          "content": {
-            "application/json": {
-              "schema": {
-                "$ref": "#/components/schemas/SaleListRequest"
-              }
+    "/v1/saved-filters/{id}": {
+      "delete": {
+        "operationId": "deleteSavedFilter",
+        "parameters": [
+          {
+            "description": "Saved-filter id (nanoid).",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Saved-filter id (nanoid).",
+              "example": "V1StGXR8_Z5jdHi6B-myT",
+              "maxLength": 32,
+              "minLength": 1,
+              "pattern": "^[\\w-]+$",
+              "type": "string"
             }
           }
-        },
+        ],
         "responses": {
           "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/CountResponse"
+                  "$ref": "#/components/schemas/DeleteSavedFilterResult"
                 }
               }
             },
-            "description": "Exact count of matching sales"
+            "description": "Deleted."
           },
           "400": {
             "content": {
@@ -63396,11 +64422,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Not found"
+            "description": "No saved filter with that id belongs to the caller."
           },
           "413": {
             "content": {
@@ -63413,24 +64439,26 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Count sales matching filters",
+        "summary": "Delete a saved filter",
         "tags": [
-          "Sales"
-        ],
-        "x-mm-records-via": "listSales"
-      }
-    },
-    "/v1/sales/{id}": {
+          "Saved Filters"
+        ]
+      },
       "get": {
-        "operationId": "getSale",
+        "description": "Returns the saved `query` and the `operationId` to run it with. Check `fidelity` (`partial` → `unmapped` lists what the query omits; `ui_only` → nothing to run) and `stale` (the query no longer validates) before running.",
+        "operationId": "getSavedFilter",
         "parameters": [
           {
-            "description": "Sale document ID",
+            "description": "Saved-filter id (nanoid).",
             "in": "path",
             "name": "id",
             "required": true,
             "schema": {
-              "description": "Sale document ID",
+              "description": "Saved-filter id (nanoid).",
+              "example": "V1StGXR8_Z5jdHi6B-myT",
+              "maxLength": 32,
+              "minLength": 1,
+              "pattern": "^[\\w-]+$",
               "type": "string"
             }
           }
@@ -63440,13 +64468,13 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/SaleDetailResponse"
+                  "$ref": "#/components/schemas/GetSavedFilterResult"
                 }
               }
             },
-            "description": "Sale detail"
+            "description": "The saved filter."
           },
-          "404": {
+          "400": {
             "content": {
               "application/json": {
                 "schema": {
@@ -63454,7 +64482,37 @@
                 }
               }
             },
-            "description": "Sale not found"
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SavedFilterError"
+                }
+              }
+            },
+            "description": "No saved filter with that id belongs to the caller."
           },
           "413": {
             "content": {
@@ -63464,78 +64522,62 @@
                 }
               }
             },
-            "description": "Response payload too large"
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Get sale by ID",
+        "summary": "Get a saved filter (with the operation to run it)",
         "tags": [
-          "Sales"
+          "Saved Filters"
         ]
-      }
-    },
-    "/v1/sales/{id}/related": {
-      "get": {
-        "description": "Return the ids of records of another type that are linked to this record. Links resolve by identifier, strongest identifier first, and equally-trusted identifiers are combined — a company's linked loans cover every role it holds on a loan, not just the first one found. The response reports which strength was used: `primary` is the canonical identifier for that pair, `secondary` is a real but weaker alternate used only when the record carries nothing better. This is a lightweight index: it returns ids and a count, not full records. For filtering, sorting, pagination and full detail, use the named endpoint for the pair (for example the originator loans endpoint) and fetch records by id.",
-        "operationId": "saleRelated",
+      },
+      "patch": {
+        "description": "Rename, re-icon, or replace the query / UI state. The target is fixed. A new `query` is validated like on create.",
+        "operationId": "updateSavedFilter",
         "parameters": [
           {
-            "description": "Sale id",
+            "description": "Saved-filter id (nanoid).",
             "in": "path",
             "name": "id",
             "required": true,
             "schema": {
-              "description": "Sale id",
-              "type": "string"
-            }
-          },
-          {
-            "description": "Type of record to link to",
-            "in": "query",
-            "name": "to",
-            "required": true,
-            "schema": {
-              "description": "Type of record to link to",
-              "enum": [
-                "agents",
-                "loans",
-                "properties"
-              ],
+              "description": "Saved-filter id (nanoid).",
+              "example": "V1StGXR8_Z5jdHi6B-myT",
+              "maxLength": 32,
+              "minLength": 1,
+              "pattern": "^[\\w-]+$",
               "type": "string"
             }
-          },
-          {
-            "description": "Maximum ids to return (default 25, max 200)",
-            "in": "query",
-            "name": "limit",
-            "required": false,
-            "schema": {
-              "description": "Maximum ids to return (default 25, max 200)",
-              "maximum": 200,
-              "minimum": 1,
-              "type": "integer"
-            }
           }
         ],
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/UpdateSavedFilterRequest"
+              }
+            }
+          }
+        },
         "responses": {
           "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/RelatedResponse"
+                  "$ref": "#/components/schemas/UpdateSavedFilterResult"
                 }
               }
             },
-            "description": "Linked record ids"
+            "description": "The updated filter."
           },
           "400": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Validation error"
+            "description": "Validation error — including a `query` that is not a valid request for the target's operation (`issues` lists each problem)."
           },
           "401": {
             "content": {
@@ -63561,11 +64603,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Record not found"
+            "description": "No saved filter with that id belongs to the caller."
           },
           "413": {
             "content": {
@@ -63578,9 +64620,9 @@
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           }
         },
-        "summary": "Records linked to this one",
+        "summary": "Update a saved filter",
         "tags": [
-          "Related"
+          "Saved Filters"
         ]
       }
     },
@@ -63744,6 +64786,10 @@
       "description": "Real-estate sales transactions",
       "name": "Sales"
     },
+    {
+      "description": "Your saved list filters — store a query once, re-run it against its list operation",
+      "name": "Saved Filters"
+    },
     {
       "description": "Instant multi-entity search",
       "name": "Search"