Tokenbooks - crypto and fiat accounting and payments

Get Request Status

get_request_status

Read-onlyIdempotent

Check the status of any queued background work — report generation, wallet sync, rule application, or a transaction change — using the requestId returned when it was queued. Works for every request kind; there is no separate report-status tool.

Input Schema

Name	Required	Description
`requestId`	Yes	Request ID returned by the call that queued the work (e.g. incremental_sync, full_resync, request_report_export)
`portfolioRef`	No	Portfolio exact name or slug
`workspaceRef`	Yes	Workspace exact name or slug
`transactionId`	No	Optional transaction ID that caused the async request, for agent context

Output Schema

Name	Required	Description	Default
`kind`	Yes
`type`	No
`error`	No
`result`	No
`status`	Yes
`outcome`	No
`subject`	No
`progress`	No
`createdAt`	Yes
`requestId`	Yes
`updatedAt`	No
`finishedOn`	No
`appProgress`	No
`completedAt`	No
`returnValue`	No
`progressPercent`	No

Schema Changelog

Changes observed during successful MCP inspections.

Changed4 schema fields changedOct 15, 2026

addedOutput schema / $defs

Added value: +{
+  "BalanceSheetJsonReportDto": {
+    "additionalProperties": false,
+    "properties": {
+      "asOfDate": {
+        "format": "date-time",
+        "type": "string"
+      },
+      "generatedAt": {
+        "format": "date-time",
+        "type": "string"
+      },
+      "grouping": {
+        "enum": [
+          "summary",
+          "grouped",
+          "detailed"
+        ],
+        "type": "string"
+      },
+      "identity": {
+        "additionalProperties": false,
+        "properties": {
+          "assets": {
+            "pattern": "^-?\\d+(?:\\.\\d+)?$",
+            "type": "string"
+          },
+          "difference": {
+            "pattern": "^-?\\d+(?:\\.\\d+)?$",
+            "type": "string"
+          },
+          "holds": {
+            "type": "boolean"
+          },
+          "liabilitiesAndEquity": {
+            "pattern": "^-?\\d+(?:\\.\\d+)?$",
+            "type": "string"
+          }
+        },
+        "required": [
+          "assets",
+          "liabilitiesAndEquity",
+          "difference",
+          "holds"
+        ],
+        "type": "object"
+      },
+      "portfolio": {
+        "$ref": "#/$defs/shared8"
+      },
+      "reportType": {
+        "const": "balance-sheet",
+        "type": "string"
+      },
+      "sections": {
+        "items": {
+          "additionalProperties": false,
+          "properties": {
+            "items": {
+              "items": {
+                "$ref": "#/$defs/BalanceSheetStatementLineDto"
+              },
+              "type": "array"
+            },
+            "totalCost": {
+              "pattern": "^-?\\d+(?:\\.\\d+)?$",
+              "type": "string"
+            },
+            "totalMarket": {
+              "pattern": "^-?\\d+(?:\\.\\d+)?$",
+              "type": "string"
+            },
+            "totalUnrealized": {
+              "pattern": "^-?\\d+(?:\\.\\d+)?$",
+              "type": "string"
+            },
+            "type": {
+              "enum": [
+                "ASSETS",
+                "LIABILITIES",
+                "EQUITY"
+              ],
+              "type": "string"
+            }
+          },
+          "required": [
+            "type",
+            "totalCost",
+            "totalMarket",
+            "totalUnrealized",
+            "items"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "totals": {
+        "additionalProperties": false,
+        "properties": {
+          "assets": {
+            "pattern": "^-?\\d+(?:\\.\\d+)?$",
+            "type": "string"
+          },
+          "equity": {
+            "pattern": "^-?\\d+(?:\\.\\d+)?$",
+            "type": "string"
+          },
+          "liabilities": {
+            "pattern": "^-?\\d+(?:\\.\\d+)?$",
+            "type": "string"
+          }
+        },
+        "required": [
+          "assets",
+          "liabilities",
+          "equity"
+        ],
+        "type": "object"
+      },
+      "valuationMethod": {
+        "enum": [
+          "cost",
+          "market",
+          "both"
+        ],
+        "type": "string"
+      }
+    },
+    "required": [
+      "reportType",
+      "portfolio",
+      "asOfDate",
+      "generatedAt",
+      "valuationMethod",
+      "grouping",
+      "totals",
+      "identity"
+    ],
+    "type": "object"
+  },
+  "BalanceSheetStatementLineDto": {
+    "additionalProperties": false,
+    "properties": {
+      "accountNumber": {
+        "type": "string"
+      },
+      "children": {
+        "items": {
+          "$ref": "#/$defs/BalanceSheetStatementLineDto"
+        },
+        "type": "array"
+      },
+      "costBasis": {
+        "pattern": "^-?\\d+(?:\\.\\d+)?$",
+        "type": "string"
+      },
+      "id": {
+        "type": "string"
+      },
+      "isBold": {
+        "type": "boolean"
+      },
+      "isSubtotal": {
+        "type": "boolean"
+      },
+      "label": {
+        "type": "string"
+      },
+      "level": {
+        "maximum": 9007199254740991,
+        "minimum": 0,
+        "type": "integer"
+      },
+      "location": {
+        "type": "string"
+      },
+      "marketValue": {
+        "pattern": "^-?\\d+(?:\\.\\d+)?$",
+        "type": "string"
+      },
+      "quantity": {
+        "type": "string"
+      },
+      "unrealizedGL": {
+        "pattern": "^-?\\d+(?:\\.\\d+)?$",
+        "type": "string"
+      },
+      "wallet": {
+        "type": "string"
+      }
+    },
+    "required": [
+      "id",
+      "label",
+      "costBasis",
+      "level"
+    ],
+    "type": "object"
+  },
+  "ConsolidatedBalanceSheetJsonReportDto": {
+    "additionalProperties": false,
+    "properties": {
+      "eliminationSchedule": {
+        "$ref": "#/$defs/shared27"
+      },
+      "scope": {
+        "$ref": "#/$defs/shared15"
+      },
+      "statement": {
+        "$ref": "#/$defs/shared18"
+      },
+      "summary": {
+        "additionalProperties": false,
+        "properties": {
+          "netWorth": {
+            "pattern": "^-?\\d+(?:\\.\\d+)?$",
+            "type": "string"
+          },
+          "totalAssets": {
+            "pattern": "^-?\\d+(?:\\.\\d+)?$",
+            "type": "string"
+          },
+          "totalEquity": {
+            "pattern": "^-?\\d+(?:\\.\\d+)?$",
+            "type": "string"
+          },
+          "totalLiabilities": {
+            "pattern": "^-?\\d+(?:\\.\\d+)?$",
+            "type": "string"
+          }
+        },
+        "required": [
+          "totalAssets",
+          "totalLiabilities",
+          "totalEquity",
+          "netWorth"
+        ],
+        "type": "object"
+      },
+      "warnings": {
+        "$ref": "#/$defs/shared24"
+      }
+    },
+    "required": [
+      "scope",
+      "statement",
+      "eliminationSchedule",
+      "warnings",
+      "summary"
+    ],
+    "type": "object"
+  },
+  "ConsolidatedProfitAndLossJsonReportDto": {
+    "additionalProperties": false,
+    "properties": {
+      "eliminationSchedule": {
+        "$ref": "#/$defs/shared27"
+      },
+      "scope": {
+        "$ref": "#/$defs/shared15"
+      },
+      "statement": {
+        "$ref": "#/$defs/shared18"
+      },
+      "summary": {
+        "additionalProperties": false,
+        "properties": {
+          "capitalGains": {
+            "pattern": "^-?\\d+(?:\\.\\d+)?$",
+            "type": "string"
+          },
+          "capitalLosses": {
+            "pattern": "^-?\\d+(?:\\.\\d+)?$",
+            "type": "string"
+          },
+          "netIncome": {
+            "pattern": "^-?\\d+(?:\\.\\d+)?$",
+            "type": "string"
+          },
+          "ordinaryExpense": {
+            "pattern": "^-?\\d+(?:\\.\\d+)?$",
+            "type": "string"
+          },
+          "ordinaryIncome": {
+            "pattern": "^-?\\d+(?:\\.\\d+)?$",
+            "type": "string"
+          },
+          "totalExpensesAndLosses": {
+            "pattern": "^-?\\d+(?:\\.\\d+)?$",
+            "type": "string"
+          },
+          "totalRevenue": {
+            "pattern": "^-?\\d+(?:\\.\\d+)?$",
+            "type": "string"
+          },
+          "transactionCount": {
+            "maximum": 9007199254740991,
+            "minimum": 0,
+            "type": "integer"
+          }
+        },
+        "required": [
+          "totalRevenue",
+          "ordinaryIncome",
+          "capitalGains",
+          "totalExpensesAndLosses",
+          "ordinaryExpense",
+          "capitalLosses",
+          "netIncome",
+          "transactionCount"
+        ],
+        "type": "object"
+      },
+      "warnings": {
+        "$ref": "#/$defs/shared24"
+      }
+    },
+    "required": [
+      "scope",
+      "statement",
+      "eliminationSchedule",
+      "warnings",
+      "summary"
+    ],
+    "type": "object"
+  },
+  "CostBasisLedgerJsonReportDto": {
+    "items": {
+      "additionalProperties": false,
+      "properties": {
+        "acquisitionTimestamp": {
+          "format": "date-time",
+          "type": "string"
+        },
+        "asset": {
+          "$ref": "#/$defs/shared4"
+        },
+        "assetId": {
+          "type": "string"
+        },
+        "diff": {
+          "pattern": "^-?\\d+(?:\\.\\d+)?$",
+          "type": "string"
+        },
+        "entryId": {
+          "type": "string"
+        },
+        "entryKind": {
+          "enum": [
+            "ADD",
+            "DSP",
+            "CUT",
+            "RES",
+            "REL",
+            "MVE"
+          ],
+          "type": "string"
+        },
+        "id": {
+          "type": "string"
+        },
+        "lotMethod": {
+          "type": "string"
+        },
+        "periodCloseId": {
+          "type": "string"
+        },
+        "portfolio": {
+          "additionalProperties": false,
+          "properties": {
+            "currency": {
+              "type": "string"
+            },
+            "slug": {
+              "type": "string"
+            }
+          },
+          "required": [
+            "slug",
+            "currency"
+          ],
+          "type": "object"
+        },
+        "portfolioTransaction": {
+          "additionalProperties": false,
+          "properties": {
+            "operationType": {
+              "$ref": "#/$defs/shared0"
+            },
+            "subType": {
+              "type": "string"
+            }
+          },
+          "required": [
+            "operationType"
+          ],
+          "type": "object"
+        },
+        "portfolioTransactionId": {
+          "type": "string"
+        },
+        "positionId": {
+          "type": "string"
+        },
+        "price": {
+          "pattern": "^-?\\d+(?:\\.\\d+)?$",
+          "type": "string"
+        },
+        "timestamp": {
+          "format": "date-time",
+          "type": "string"
+        },
+        "value": {
+          "pattern": "^-?\\d+(?:\\.\\d+)?$",
+          "type": "string"
+        },
+        "wallet": {
+          "additionalProperties": false,
+          "properties": {
+            "address": {
+              "type": "string"
+            },
+            "chain": {
+              "additionalProperties": false,
+              "properties": {
+                "name": {
+                  "type": "string"
+                }
+              },
+              "required": [
+                "name"
+              ],
+              "type": "object"
+            },
+            "chainId": {
+              "type": "string"
+            },
+            "name": {
+              "type": "string"
+            }
+          },
+          "required": [
+            "chainId",
+            "address",
+            "name",
+            "chain"
+          ],
+          "type": "object"
+        }
+      },
+      "required": [
+        "assetId",
+        "id",
+        "entryId",
+        "timestamp",
+        "acquisitionTimestamp",
+        "diff",
+        "value",
+        "lotMethod",
+        "entryKind",
+        "portfolioTransactionId",
+        "asset",
+        "wallet",
+        "portfolioTransaction",
+        "portfolio"
+      ],
+      "type": "object"
+    },
+    "type": "array"
+  },
+  "DailySummaryJsonReportDto": {
+    "additionalProperties": false,
+    "properties": {
+      "data": {
+        "items": {
+          "additionalProperties": false,
+          "properties": {
+            "amountCost": {
+              "pattern": "^-?\\d+(?:\\.\\d+)?$",
+              "type": "string"
+            },
+            "amountIn": {
+              "pattern": "^-?\\d+(?:\\.\\d+)?$",
+              "type": "string"
+            },
+            "amountOut": {
+              "pattern": "^-?\\d+(?:\\.\\d+)?$",
+              "type": "string"
+            },
+            "balance": {
+              "pattern": "^-?\\d+(?:\\.\\d+)?$",
+              "type": "string"
+            },
+            "date": {
+              "format": "date-time",
+              "type": "string"
+            },
+            "token": {
+              "additionalProperties": false,
+              "properties": {
+                "address": {
+                  "type": "string"
+                },
+                "chainId": {
+                  "type": "string"
+                },
+                "symbol": {
+                  "type": "string"
+                }
+              },
+              "required": [
+                "chainId",
+                "address",
+                "symbol"
+              ],
+              "type": "object"
+            },
+            "wallet": {
+              "additionalProperties": false,
+              "properties": {
+                "address": {
+                  "type": "string"
+                },
+                "chainId": {
+                  "type": "string"
+                },
+                "name": {
+                  "type": "string"
+                }
+              },
+              "required": [
+                "chainId",
+                "address",
+                "name"
+              ],
+              "type": "object"
+            }
+          },
+          "required": [
+            "wallet",
+            "token",
+            "date",
+            "amountIn",
+            "amountOut",
+            "amountCost",
+            "balance"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      }
+    },
+    "required": [
+      "data"
+    ],
+    "type": "object"
+  },
+  "GainsLossesJsonReportDto": {
+    "additionalProperties": false,
+    "properties": {
+      "endDate": {
+        "format": "date-time",
+        "type": "string"
+      },
+      "portfolio": {
+        "$ref": "#/$defs/shared5"
+      },
+      "reports": {
+        "items": {
+          "additionalProperties": false,
+          "properties": {
+            "acquisitionDate": {
+              "format": "date-time",
+              "type": "string"
+            },
+            "costBasis": {
+              "type": "number"
+            },
+            "disposalAmount": {
+              "type": "number"
+            },
+            "disposalDate": {
+              "format": "date-time",
+              "type": "string"
+            },
+            "gainOrLoss": {
+              "type": "number"
+            },
+            "proceeds": {
+              "type": "number"
+            },
+            "symbol": {
+              "type": "string"
+            }
+          },
+          "required": [
+            "symbol",
+            "disposalDate",
+            "acquisitionDate",
+            "disposalAmount",
+            "costBasis",
+            "proceeds",
+            "gainOrLoss"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "startDate": {
+        "format": "date-time",
+        "type": "string"
+      },
+      "summary": {
+        "additionalProperties": false,
+        "properties": {
+          "currency": {
+            "type": "string"
+          },
+          "totalGainsLosses": {
+            "type": "number"
+          },
+          "totalTrades": {
+            "maximum": 9007199254740991,
+            "minimum": 0,
+            "type": "integer"
+          }
+        },
+        "required": [
+          "totalGainsLosses",
+          "totalTrades",
+          "currency"
+        ],
+        "type": "object"
+      },
+      "treatmentNote": {
+        "type": "string"
+      }
+    },
+    "required": [
+      "portfolio",
+      "reports",
+      "summary"
+    ],
+    "type": "object"
+  },
+  "IncomeExpenseJsonReportDto": {
+    "additionalProperties": false,
+    "properties": {
+      "endDate": {
+        "format": "date-time",
+        "type": "string"
+      },
+      "portfolio": {
+        "$ref": "#/$defs/shared5"
+      },
+      "reports": {
+        "items": {
+          "additionalProperties": false,
+          "properties": {
+            "accountName": {
+              "type": "string"
+            },
+            "accountSubType": {
+              "type": "string"
+            },
+            "accountType": {
+              "enum": [
+                "ASSET",
+                "LIABILITY",
+                "EQUITY",
+                "INCOME",
+                "EXPENSE"
+              ],
+              "type": "string"
+            },
+            "amount": {
+              "type": "number"
+            },
+            "assetAmount": {
+              "type": "number"
+            },
+            "date": {
+              "format": "date-time",
+              "type": "string"
+            },
+            "fromCounterpartyExternalId": {
+              "type": "string"
+            },
+            "fromCounterpartyName": {
+              "type": "string"
+            },
+            "memo": {
+              "type": "string"
+            },
+            "operationType": {
+              "anyOf": [
+                {
+                  "$ref": "#/$defs/shared0"
+                },
+                {
+                  "const": "N/A",
+                  "type": "string"
+                }
+              ]
+            },
+            "responsibilityCenterCells": {
+              "additionalProperties": {
+                "type": "string"
+              },
+              "propertyNames": {
+                "type": "string"
+              },
+              "type": "object"
+            },
+            "toCounterpartyExternalId": {
+              "type": "string"
+            },
+            "toCounterpartyName": {
+              "type": "string"
+            }
+          },
+          "required": [
+            "date",
+            "accountType",
+            "accountSubType",
+            "accountName",
+            "fromCounterpartyName",
+            "fromCounterpartyExternalId",
+            "toCounterpartyName",
+            "toCounterpartyExternalId",
+            "operationType",
+            "amount",
+            "responsibilityCenterCells"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "responsibilityCenterColumns": {
+        "$ref": "#/$defs/shared1"
+      },
+      "startDate": {
+        "format": "date-time",
+        "type": "string"
+      },
+      "summary": {
+        "additionalProperties": false,
+        "properties": {
+          "currency": {
+            "type": "string"
+          },
+          "expenseBySubType": {
+            "additionalProperties": {
+              "type": "number"
+            },
+            "propertyNames": {
+              "type": "string"
+            },
+            "type": "object"
+          },
+          "incomeBySubType": {
+            "additionalProperties": {
+              "type": "number"
+            },
+            "propertyNames": {
+              "type": "string"
+            },
+            "type": "object"
+          },
+          "netIncome": {
+            "type": "number"
+          },
+          "totalExpense": {
+            "type": "number"
+          },
+          "totalIncome": {
+            "type": "number"
+          }
+        },
+        "required": [
+          "totalIncome",
+          "totalExpense",
+          "netIncome",
+          "incomeBySubType",
+          "expenseBySubType",
+          "currency"
+        ],
+        "type": "object"
+      }
+    },
+    "required": [
+      "portfolio",
+      "reports",
+      "responsibilityCenterColumns",
+      "summary"
+    ],
+    "type": "object"
+  },
+  "JournalEntriesJsonReportDto": {
+    "items": {
+      "additionalProperties": false,
+      "properties": {
+        "createdAt": {
+          "format": "date-time",
+          "type": "string"
+        },
+        "id": {
+          "type": "string"
+        },
+        "isAdjustment": {
+          "type": "boolean"
+        },
+        "lines": {
+          "items": {
+            "additionalProperties": false,
+            "properties": {
+              "account": {
+                "additionalProperties": false,
+                "properties": {
+                  "accountNumber": {
+                    "type": "string"
+                  },
+                  "fiatCurrency": {
+                    "$ref": "#/$defs/shared4"
+                  },
+                  "name": {
+                    "type": "string"
+                  }
+                },
+                "required": [
+                  "name",
+                  "accountNumber",
+                  "fiatCurrency"
+                ],
+                "type": "object"
+              },
+              "accountId": {
+                "type": "string"
+              },
+              "asset": {
+                "$ref": "#/$defs/shared4"
+              },
+              "assetAmount": {
+                "pattern": "^-?\\d+(?:\\.\\d+)?$",
+                "type": "string"
+              },
+              "assetId": {
+                "type": "string"
+              },
+              "attribution": {
+                "additionalProperties": false,
+                "properties": {
+                  "a": {
+                    "$ref": "#/$defs/shared3"
+                  },
+                  "c": {
+                    "$ref": "#/$defs/shared3"
+                  },
+                  "m": {
+                    "$ref": "#/$defs/shared3"
+                  },
+                  "rc": {
+                    "items": {
+                      "additionalProperties": false,
+                      "properties": {
+                        "r": {
+                          "type": "string"
+                        },
+                        "s": {
+                          "type": "string"
+                        },
+                        "t": {
+                          "type": "string"
+                        },
+                        "v": {
+                          "maximum": 9007199254740991,
+                          "minimum": -9007199254740991,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "t",
+                        "s"
+                      ],
+                      "type": "object"
+                    },
+                    "type": "array"
+                  }
+                },
+                "required": [
+                  "rc"
+                ],
+                "type": "object"
+              },
+              "costBasisLot": {
+                "additionalProperties": false,
+                "properties": {
+                  "entryId": {
+                    "type": "string"
+                  },
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+      "timezone": {
+        "type": "string"
+      }
+    },
+    "required": [
+      "name",
+      "currency",
+      "timezone"
+    ],
+    "type": "object"
+  },
+  "shared9": {
+    "additionalProperties": false,
+    "properties": {
+      "from": {
+        "type": "string"
+      },
+      "to": {
+        "type": "string"
+      }
+    },
+    "required": [
+      "from",
+      "to"
+    ],
+    "type": "object"
+  }
+}

changedOutput schema / oneOf

Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "appProgress": {
-        "additionalProperties": false,
-        "properties": {
-          "completed": {
-            "type": "number"
-          },
-          "total": {
-            "type": "number"
-          },
-          "transactionsSynced": {
-            "type": "number"
-          }
-        },
-        "required": [
-          "completed",
-          "total",
-          "transactionsSynced"
-        ],
-        "type": "object"
-      },
-      "completedAt": {
-        "format": "date-time",
-        "type": "string"
-      },
-      "createdAt": {
-        "format": "date-time",
-        "type": "string"
-      },
-      "error": {
-        "additionalProperties": false,
-        "properties": {
-          "error": {
-            "additionalProperties": false,
-            "properties": {
-              "code": {
-                "type": "string"
-              },
-              "details": {
-                "additionalProperties": {},
-                "propertyNames": {
-                  "type": "string"
-                },
-                "type": "object"
-              },
-              "message": {
-                "type": "string"
-              },
-              "requestId": {
-                "type": "string"
-              }
-            },
-            "required": [
-              "code",
-              "message",
-              "requestId"
-            ],
-            "type": "object"
-          }
-        },
-        "required": [
-          "error"
-        ],
-        "type": "object"
-      },
-      "finishedOn": {
-        "type": "number"
-      },
-      "kind": {
-        "const": "job",
-        "type": "string"
-      },
-      "outcome": {
-        "additionalProperties": false,
-        "properties": {
-          "classificationState": {
-            "type": "string"
-          },
-          "errorTypes": {
-            "items": {
-              "type": "string"
-            },
-            "type": "array"
-          },
-          "hasError": {
-            "type": "boolean"
-          },
-          "operationType": {
-            "type": "string"
-          },
-          "suggestedAction": {},
-          "transactionId": {
-            "type": "string"
-          },
-          "type": {
-            "const": "portfolio_transaction",
-            "type": "string"
-          }
-        },
-        "required": [
-          "type",
-          "transactionId",
-          "hasError",
-          "errorTypes",
-          "suggestedAction"
-        ],
-        "type": "object"
-      },
-      "progress": {
-        "type": "number"
-      },
-      "requestId": {
-        "type": "string"
-      },
-      "result": {
-        "additionalProperties": false,
-        "properties": {
-          "downloadUrl": {
-            "type": "string"
-          },
-          "fileSize": {
-            "type": "number"
-          },
-          "format": {
-            "enum": [
-              "xlsx",
-              "pdf",
-              "json"
-            ],
-            "type": "string"
-          }
-        },
-        "required": [
-          "downloadUrl",
-          "fileSize",
-          "format"
-        ],
-        "type": "object"
-      },
-      "returnValue": {},
-      "status": {
-        "enum": [
-          "pending",
-          "active",
-          "delayed",
-          "completed",
-          "failed"
-        ],
-        "type": "string"
-      },
-      "subject": {
-        "additionalProperties": false,
-        "properties": {
-          "commandType": {
-            "type": "string"
-          },
-          "kind": {
-            "const": "portfolio_transaction",
-            "type": "string"
-          },
-          "transactionId": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "kind",
-          "transactionId"
-        ],
-        "type": "object"
-      },
-      "type": {
-        "enum": [
-          "sync",
-          "export",
-          "recompute",
-          "reclassify"
-        ],
-        "type": "string"
-      },
-      "updatedAt": {
-        "format": "date-time",
-        "type": "string"
-      }
-    },
-    "required": [
-      "requestId",
-      "type",
-      "status",
-      "progress",
-      "createdAt",
-      "updatedAt",
-      "kind"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "completedAt": {
-        "format": "date-time",
-        "type": "string"
-      },
-      "createdAt": {
-        "format": "date-time",
-        "type": "string"
-      },
-      "error": {
-        "additionalProperties": false,
-        "properties": {
-          "error": {
-            "additionalProperties": false,
-            "properties": {
-              "code": {
-                "type": "string"
-              },
-              "details": {
-                "additionalProperties": {},
-                "propertyNames": {
-                  "type": "string"
-                },
-                "type": "object"
-              },
-              "message": {
-                "type": "string"
-              },
-              "requestId": {
-                "type": "string"
-              }
-            },
-            "required": [
-              "code",
-              "message",
-              "requestId"
-            ],
-            "type": "object"
-          }
-        },
-        "required": [
-          "error"
-        ],
-        "type": "object"
-      },
-      "kind": {
-        "const": "report",
-        "type": "string"
-      },
-      "progressPercent": {
-        "maximum": 100,
-        "minimum": 0,
-        "type": "number"
-      },
-      "requestId": {
-        "type": "string"
-      },
-      "result": {
-        "oneOf": [
-          {
-            "additionalProperties": false,
-            "properties": {
-              "totals": {},
-              "type": {
-                "const": "totals",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "totals"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "downloadUrl": {
-                "type": "string"
-              },
-              "totals": {},
-              "type": {
-                "const": "full",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "totals"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "rows": {},
-              "totals": {},
-              "totalsOnly": {
-                "type": "boolean"
-              },
-              "type": {
-                "const": "json",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "rows",
-              "totals"
-            ],
-            "type": "object"
-          }
-        ]
-      },
-      "status": {
-        "enum": [
-          "pending",
-          "processing",
-          "completed",
-          "failed"
-        ],
-        "type": "string"
-      }
-    },
-    "required": [
-      "status",
-      "progressPercent",
-      "createdAt",
-      "kind",
-      "requestId"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "appProgress": {
+        "$ref": "#/properties/appProgress"
+      },
+      "completedAt": {
+        "$ref": "#/properties/completedAt"
+      },
+      "createdAt": {
+        "$ref": "#/properties/createdAt"
+      },
+      "error": {
+        "$ref": "#/properties/error"
+      },
+      "finishedOn": {
+        "$ref": "#/properties/finishedOn"
+      },
+      "kind": {
+        "const": "job",
+        "type": "string"
+      },
+      "outcome": {
+        "$ref": "#/properties/outcome"
+      },
+      "progress": {
+        "$ref": "#/properties/progress"
+      },
+      "requestId": {
+        "$ref": "#/properties/requestId"
+      },
+      "result": {
+        "$ref": "#/properties/result"
+      },
+      "returnValue": {
+        "$ref": "#/properties/returnValue"
+      },
+      "status": {
+        "$ref": "#/properties/status"
+      },
+      "subject": {
+        "$ref": "#/properties/subject"
+      },
+      "type": {
+        "$ref": "#/properties/type"
+      },
+      "updatedAt": {
+        "$ref": "#/properties/updatedAt"
+      }
+    },
+    "required": [
+      "requestId",
+      "type",
+      "status",
+      "progress",
+      "createdAt",
+      "updatedAt",
+      "kind"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "completedAt": {
+        "$ref": "#/properties/completedAt"
+      },
+      "createdAt": {
+        "$ref": "#/properties/createdAt"
+      },
+      "error": {
+        "$ref": "#/properties/error"
+      },
+      "kind": {
+        "const": "report",
+        "type": "string"
+      },
+      "progressPercent": {
+        "$ref": "#/properties/progressPercent"
+      },
+      "requestId": {
+        "$ref": "#/properties/requestId"
+      },
+      "result": {
+        "$ref": "#/properties/result"
+      },
+      "status": {
+        "$ref": "#/properties/status"
+      }
+    },
+    "required": [
+      "status",
+      "progressPercent",
+      "createdAt",
+      "kind",
+      "requestId"
+    ],
+    "type": "object"
+  }
+]

changedOutput schema / properties / error / anyOf

Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "error": {
-        "additionalProperties": false,
-        "properties": {
-          "code": {
-            "type": "string"
-          },
-          "details": {
-            "additionalProperties": {},
-            "propertyNames": {
-              "type": "string"
-            },
-            "type": "object"
-          },
-          "message": {
-            "type": "string"
-          },
-          "requestId": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "code",
-          "message",
-          "requestId"
-        ],
-        "type": "object"
-      }
-    },
-    "required": [
-      "error"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "error": {
-        "additionalProperties": false,
-        "properties": {
-          "code": {
-            "type": "string"
-          },
-          "details": {
-            "additionalProperties": {},
-            "propertyNames": {
-              "type": "string"
-            },
-            "type": "object"
-          },
-          "message": {
-            "type": "string"
-          },
-          "requestId": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "code",
-          "message",
-          "requestId"
-        ],
-        "type": "object"
-      }
-    },
-    "required": [
-      "error"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "$ref": "#/$defs/shared47"
+  },
+  {
+    "$ref": "#/$defs/shared47"
+  }
+]

changedOutput schema / properties / result / anyOf

Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "downloadUrl": {
-        "type": "string"
-      },
-      "fileSize": {
-        "type": "number"
-      },
-      "format": {
-        "enum": [
-          "xlsx",
-          "pdf",
-          "json"
-        ],
-        "type": "string"
-      }
-    },
-    "required": [
-      "downloadUrl",
-      "fileSize",
-      "format"
-    ],
-    "type": "object"
-  },
-  {
-    "oneOf": [
-      {
-        "additionalProperties": false,
-        "properties": {
-          "totals": {},
-          "type": {
-            "const": "totals",
-            "type": "string"
-          }
-        },
-        "required": [
-          "type",
-          "totals"
-        ],
-        "type": "object"
-      },
-      {
-        "additionalProperties": false,
-        "properties": {
-          "downloadUrl": {
-            "type": "string"
-          },
-          "totals": {},
-          "type": {
-            "const": "full",
-            "type": "string"
-          }
-        },
-        "required": [
-          "type",
-          "totals"
-        ],
-        "type": "object"
-      },
-      {
-        "additionalProperties": false,
-        "properties": {
-          "rows": {},
-          "totals": {},
-          "totalsOnly": {
-            "type": "boolean"
-          },
-          "type": {
-            "const": "json",
-            "type": "string"
-          }
-        },
-        "required": [
-          "type",
-          "rows",
-          "totals"
-        ],
-        "type": "object"
-      }
-    ]
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "downloadUrl": {
+        "type": "string"
+      },
+      "fileSize": {
+        "type": "number"
+      },
+      "format": {
+        "enum": [
+          "xlsx",
+          "pdf",
+          "json"
+        ],
+        "type": "string"
+      }
+    },
+    "required": [
+      "downloadUrl",
+      "fileSize",
+      "format"
+    ],
+    "type": "object"
+  },
+  {
+    "anyOf": [
+      {
+        "additionalProperties": false,
+        "properties": {
+          "totals": {
+            "$ref": "#/$defs/shared30"
+          },
+          "type": {
+            "const": "totals",
+            "type": "string"
+          }
+        },
+        "required": [
+          "type",
+          "totals"
+        ],
+        "type": "object"
+      },
+      {
+        "additionalProperties": false,
+        "properties": {
+          "downloadUrl": {
+            "format": "uri",
+            "type": "string"
+          },
+          "totals": {
+            "$ref": "#/$defs/shared30"
+          },
+          "type": {
+            "const": "full",
+            "type": "string"
+          }
+        },
+        "required": [
+          "type",
+          "totals"
+        ],
+        "type": "object"
+      },
+      {
+        "anyOf": [
+          {
+            "additionalProperties": false,
+            "properties": {
+              "rows": {
+                "$ref": "#/$defs/TransactionsJsonReportDto"
+              },
+              "totals": {
+                "$ref": "#/$defs/shared42"
+              },
+              "totalsOnly": {
+                "type": "boolean"
+              },
+              "type": {
+                "const": "json",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "rows",
+              "totals"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "rows": {
+                "$ref": "#/$defs/JournalEntriesJsonReportDto"
+              },
+              "totals": {
+                "$ref": "#/$defs/shared43"
+              },
+              "totalsOnly": {
+                "type": "boolean"
+              },
+              "type": {
+                "const": "json",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "rows",
+              "totals"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "rows": {
+                "$ref": "#/$defs/GainsLossesJsonReportDto"
+              },
+              "totals": {
+                "$ref": "#/$defs/shared36"
+              },
+              "totalsOnly": {
+                "type": "boolean"
+              },
+              "type": {
+                "const": "json",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "rows",
+              "totals"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "rows": {
+                "$ref": "#/$defs/CostBasisLedgerJsonReportDto"
+              },
+              "totals": {
+                "$ref": "#/$defs/shared44"
+              },
+              "totalsOnly": {
+                "type": "boolean"
+              },
+              "type": {
+                "const": "json",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "rows",
+              "totals"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "rows": {
+                "$ref": "#/$defs/IncomeExpenseJsonReportDto"
+              },
+              "totals": {
+                "$ref": "#/$defs/shared35"
+              },
+              "totalsOnly": {
+                "type": "boolean"
+              },
+              "type": {
+                "const": "json",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "rows",
+              "totals"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "rows": {
+                "$ref": "#/$defs/ProfitAndLossJsonReportDto"
+              },
+              "totals": {
+                "$ref": "#/$defs/shared31"
+              },
+              "totalsOnly": {
+                "type": "boolean"
+              },
+              "type": {
+                "const": "json",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "rows",
+              "totals"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "rows": {
+                "$ref": "#/$defs/StatementJsonReportDto"
+              },
+              "totals": {
+                "$ref": "#/$defs/shared41"
+              },
+              "totalsOnly": {
+                "type": "boolean"
+              },
+              "type": {
+                "const": "json",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "rows",
+              "totals"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "rows": {
+                "$ref": "#/$defs/BalanceSheetJsonReportDto"
+              },
+              "totals": {
+                "$ref": "#/$defs/shared33"
+              },
+              "totalsOnly": {
+                "type": "boolean"
+              },
+              "type": {
+                "const": "json",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "rows",
+              "totals"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "rows": {
+                "$ref": "#/$defs/TrialBalanceJsonReportDto"
+              },
+              "totals": {
+                "$ref": "#/$defs/shared37"
+              },
+              "totalsOnly": {
+                "type": "boolean"
+              },
+              "type": {
+                "const": "json",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "rows",
+              "totals"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "rows": {
+                "$ref": "#/$defs/PaymentRequestsJsonReportDto"
+              },
+              "totals": {
+                "$ref": "#/$defs/shared45"
+              },
+              "totalsOnly": {
+                "type": "boolean"
+              },
+              "type": {
+                "const": "json",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "rows",
+              "totals"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "rows": {
+                "$ref": "#/$defs/DailySummaryJsonReportDto"
+              },
+              "totals": {
+                "$ref": "#/$defs/shared40"
+              },
+              "totalsOnly": {
+                "type": "boolean"
+              },
+              "type": {
+                "const": "json",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "rows",
+              "totals"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "rows": {
+                "$ref": "#/$defs/ConsolidatedProfitAndLossJsonReportDto"
+              },
+              "totals": {
+                "$ref": "#/$defs/shared32"
+              },
+              "totalsOnly": {
+                "type": "boolean"
+              },
+              "type": {
+                "const": "json",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "rows",
+              "totals"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "rows": {
+                "$ref": "#/$defs/ConsolidatedBalanceSheetJsonReportDto"
+              },
+              "totals": {
+                "$ref": "#/$defs/shared34"
+              },
+              "totalsOnly": {
+                "type": "boolean"
+              },
+              "type": {
+                "const": "json",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "rows",
+              "totals"
+            ],
+            "type": "object"
+          }
+        ]
+      }
+    ]
+  }
+]

Changed2 schema fields changedSep 26, 2026

changedOutput schema / oneOf

Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "appProgress": {
-        "additionalProperties": false,
-        "properties": {
-          "completed": {
-            "type": "number"
-          },
-          "total": {
-            "type": "number"
-          },
-          "transactionsSynced": {
-            "type": "number"
-          }
-        },
-        "required": [
-          "completed",
-          "total",
-          "transactionsSynced"
-        ],
-        "type": "object"
-      },
-      "completedAt": {
-        "format": "date-time",
-        "type": "string"
-      },
-      "createdAt": {
-        "format": "date-time",
-        "type": "string"
-      },
-      "error": {
-        "additionalProperties": false,
-        "properties": {
-          "error": {
-            "additionalProperties": false,
-            "properties": {
-              "code": {
-                "type": "string"
-              },
-              "details": {
-                "additionalProperties": {},
-                "propertyNames": {
-                  "type": "string"
-                },
-                "type": "object"
-              },
-              "message": {
-                "type": "string"
-              },
-              "requestId": {
-                "type": "string"
-              }
-            },
-            "required": [
-              "code",
-              "message",
-              "requestId"
-            ],
-            "type": "object"
-          }
-        },
-        "required": [
-          "error"
-        ],
-        "type": "object"
-      },
-      "finishedOn": {
-        "type": "number"
-      },
-      "kind": {
-        "const": "job",
-        "type": "string"
-      },
-      "outcome": {
-        "additionalProperties": false,
-        "properties": {
-          "classificationState": {
-            "type": "string"
-          },
-          "errorTypes": {
-            "items": {
-              "type": "string"
-            },
-            "type": "array"
-          },
-          "hasError": {
-            "type": "boolean"
-          },
-          "operationType": {
-            "type": "string"
-          },
-          "suggestedAction": {},
-          "transactionId": {
-            "type": "string"
-          },
-          "type": {
-            "const": "portfolio_transaction",
-            "type": "string"
-          }
-        },
-        "required": [
-          "type",
-          "transactionId",
-          "hasError",
-          "errorTypes",
-          "suggestedAction"
-        ],
-        "type": "object"
-      },
-      "progress": {
-        "type": "number"
-      },
-      "requestId": {
-        "type": "string"
-      },
-      "result": {
-        "additionalProperties": false,
-        "properties": {
-          "downloadUrl": {
-            "type": "string"
-          },
-          "fileSize": {
-            "type": "number"
-          },
-          "format": {
-            "enum": [
-              "xlsx",
-              "pdf",
-              "json"
-            ],
-            "type": "string"
-          }
-        },
-        "required": [
-          "downloadUrl",
-          "fileSize",
-          "format"
-        ],
-        "type": "object"
-      },
-      "returnValue": {},
-      "status": {
-        "enum": [
-          "pending",
-          "active",
-          "delayed",
-          "completed",
-          "failed"
-        ],
-        "type": "string"
-      },
-      "subject": {
-        "additionalProperties": false,
-        "properties": {
-          "commandType": {
-            "type": "string"
-          },
-          "kind": {
-            "const": "portfolio_transaction",
-            "type": "string"
-          },
-          "transactionId": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "kind",
-          "transactionId"
-        ],
-        "type": "object"
-      },
-      "type": {
-        "enum": [
-          "sync",
-          "export",
-          "recompute",
-          "reclassify"
-        ],
-        "type": "string"
-      },
-      "updatedAt": {
-        "format": "date-time",
-        "type": "string"
-      }
-    },
-    "required": [
-      "requestId",
-      "type",
-      "status",
-      "progress",
-      "createdAt",
-      "updatedAt",
-      "kind"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "completedAt": {
-        "format": "date-time",
-        "type": "string"
-      },
-      "createdAt": {
-        "format": "date-time",
-        "type": "string"
-      },
-      "error": {
-        "additionalProperties": false,
-        "properties": {
-          "error": {
-            "additionalProperties": false,
-            "properties": {
-              "code": {
-                "type": "string"
-              },
-              "details": {
-                "additionalProperties": {},
-                "propertyNames": {
-                  "type": "string"
-                },
-                "type": "object"
-              },
-              "message": {
-                "type": "string"
-              },
-              "requestId": {
-                "type": "string"
-              }
-            },
-            "required": [
-              "code",
-              "message",
-              "requestId"
-            ],
-            "type": "object"
-          }
-        },
-        "required": [
-          "error"
-        ],
-        "type": "object"
-      },
-      "kind": {
-        "const": "report",
-        "type": "string"
-      },
-      "progressPercent": {
-        "maximum": 100,
-        "minimum": 0,
-        "type": "number"
-      },
-      "requestId": {
-        "type": "string"
-      },
-      "result": {
-        "oneOf": [
-          {
-            "additionalProperties": false,
-            "properties": {
-              "totals": {},
-              "type": {
-                "const": "totals",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "totals"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "totals": {},
-              "type": {
-                "const": "full",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "totals"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "rows": {},
-              "totals": {},
-              "totalsOnly": {
-                "type": "boolean"
-              },
-              "type": {
-                "const": "json",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "rows",
-              "totals"
-            ],
-            "type": "object"
-          }
-        ]
-      },
-      "status": {
-        "enum": [
-          "pending",
-          "processing",
-          "completed",
-          "failed"
-        ],
-        "type": "string"
-      }
-    },
-    "required": [
-      "status",
-      "progressPercent",
-      "createdAt",
-      "kind",
-      "requestId"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "appProgress": {
+        "additionalProperties": false,
+        "properties": {
+          "completed": {
+            "type": "number"
+          },
+          "total": {
+            "type": "number"
+          },
+          "transactionsSynced": {
+            "type": "number"
+          }
+        },
+        "required": [
+          "completed",
+          "total",
+          "transactionsSynced"
+        ],
+        "type": "object"
+      },
+      "completedAt": {
+        "format": "date-time",
+        "type": "string"
+      },
+      "createdAt": {
+        "format": "date-time",
+        "type": "string"
+      },
+      "error": {
+        "additionalProperties": false,
+        "properties": {
+          "error": {
+            "additionalProperties": false,
+            "properties": {
+              "code": {
+                "type": "string"
+              },
+              "details": {
+                "additionalProperties": {},
+                "propertyNames": {
+                  "type": "string"
+                },
+                "type": "object"
+              },
+              "message": {
+                "type": "string"
+              },
+              "requestId": {
+                "type": "string"
+              }
+            },
+            "required": [
+              "code",
+              "message",
+              "requestId"
+            ],
+            "type": "object"
+          }
+        },
+        "required": [
+          "error"
+        ],
+        "type": "object"
+      },
+      "finishedOn": {
+        "type": "number"
+      },
+      "kind": {
+        "const": "job",
+        "type": "string"
+      },
+      "outcome": {
+        "additionalProperties": false,
+        "properties": {
+          "classificationState": {
+            "type": "string"
+          },
+          "errorTypes": {
+            "items": {
+              "type": "string"
+            },
+            "type": "array"
+          },
+          "hasError": {
+            "type": "boolean"
+          },
+          "operationType": {
+            "type": "string"
+          },
+          "suggestedAction": {},
+          "transactionId": {
+            "type": "string"
+          },
+          "type": {
+            "const": "portfolio_transaction",
+            "type": "string"
+          }
+        },
+        "required": [
+          "type",
+          "transactionId",
+          "hasError",
+          "errorTypes",
+          "suggestedAction"
+        ],
+        "type": "object"
+      },
+      "progress": {
+        "type": "number"
+      },
+      "requestId": {
+        "type": "string"
+      },
+      "result": {
+        "additionalProperties": false,
+        "properties": {
+          "downloadUrl": {
+            "type": "string"
+          },
+          "fileSize": {
+            "type": "number"
+          },
+          "format": {
+            "enum": [
+              "xlsx",
+              "pdf",
+              "json"
+            ],
+            "type": "string"
+          }
+        },
+        "required": [
+          "downloadUrl",
+          "fileSize",
+          "format"
+        ],
+        "type": "object"
+      },
+      "returnValue": {},
+      "status": {
+        "enum": [
+          "pending",
+          "active",
+          "delayed",
+          "completed",
+          "failed"
+        ],
+        "type": "string"
+      },
+      "subject": {
+        "additionalProperties": false,
+        "properties": {
+          "commandType": {
+            "type": "string"
+          },
+          "kind": {
+            "const": "portfolio_transaction",
+            "type": "string"
+          },
+          "transactionId": {
+            "type": "string"
+          }
+        },
+        "required": [
+          "kind",
+          "transactionId"
+        ],
+        "type": "object"
+      },
+      "type": {
+        "enum": [
+          "sync",
+          "export",
+          "recompute",
+          "reclassify"
+        ],
+        "type": "string"
+      },
+      "updatedAt": {
+        "format": "date-time",
+        "type": "string"
+      }
+    },
+    "required": [
+      "requestId",
+      "type",
+      "status",
+      "progress",
+      "createdAt",
+      "updatedAt",
+      "kind"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "completedAt": {
+        "format": "date-time",
+        "type": "string"
+      },
+      "createdAt": {
+        "format": "date-time",
+        "type": "string"
+      },
+      "error": {
+        "additionalProperties": false,
+        "properties": {
+          "error": {
+            "additionalProperties": false,
+            "properties": {
+              "code": {
+                "type": "string"
+              },
+              "details": {
+                "additionalProperties": {},
+                "propertyNames": {
+                  "type": "string"
+                },
+                "type": "object"
+              },
+              "message": {
+                "type": "string"
+              },
+              "requestId": {
+                "type": "string"
+              }
+            },
+            "required": [
+              "code",
+              "message",
+              "requestId"
+            ],
+            "type": "object"
+          }
+        },
+        "required": [
+          "error"
+        ],
+        "type": "object"
+      },
+      "kind": {
+        "const": "report",
+        "type": "string"
+      },
+      "progressPercent": {
+        "maximum": 100,
+        "minimum": 0,
+        "type": "number"
+      },
+      "requestId": {
+        "type": "string"
+      },
+      "result": {
+        "oneOf": [
+          {
+            "additionalProperties": false,
+            "properties": {
+              "totals": {},
+              "type": {
+                "const": "totals",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "totals"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "downloadUrl": {
+                "type": "string"
+              },
+              "totals": {},
+              "type": {
+                "const": "full",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "totals"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "rows": {},
+              "totals": {},
+              "totalsOnly": {
+                "type": "boolean"
+              },
+              "type": {
+                "const": "json",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "rows",
+              "totals"
+            ],
+            "type": "object"
+          }
+        ]
+      },
+      "status": {
+        "enum": [
+          "pending",
+          "processing",
+          "completed",
+          "failed"
+        ],
+        "type": "string"
+      }
+    },
+    "required": [
+      "status",
+      "progressPercent",
+      "createdAt",
+      "kind",
+      "requestId"
+    ],
+    "type": "object"
+  }
+]

changedOutput schema / properties / result / anyOf

Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "downloadUrl": {
-        "type": "string"
-      },
-      "fileSize": {
-        "type": "number"
-      },
-      "format": {
-        "enum": [
-          "xlsx",
-          "pdf",
-          "json"
-        ],
-        "type": "string"
-      }
-    },
-    "required": [
-      "downloadUrl",
-      "fileSize",
-      "format"
-    ],
-    "type": "object"
-  },
-  {
-    "oneOf": [
-      {
-        "additionalProperties": false,
-        "properties": {
-          "totals": {},
-          "type": {
-            "const": "totals",
-            "type": "string"
-          }
-        },
-        "required": [
-          "type",
-          "totals"
-        ],
-        "type": "object"
-      },
-      {
-        "additionalProperties": false,
-        "properties": {
-          "totals": {},
-          "type": {
-            "const": "full",
-            "type": "string"
-          }
-        },
-        "required": [
-          "type",
-          "totals"
-        ],
-        "type": "object"
-      },
-      {
-        "additionalProperties": false,
-        "properties": {
-          "rows": {},
-          "totals": {},
-          "totalsOnly": {
-            "type": "boolean"
-          },
-          "type": {
-            "const": "json",
-            "type": "string"
-          }
-        },
-        "required": [
-          "type",
-          "rows",
-          "totals"
-        ],
-        "type": "object"
-      }
-    ]
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "downloadUrl": {
+        "type": "string"
+      },
+      "fileSize": {
+        "type": "number"
+      },
+      "format": {
+        "enum": [
+          "xlsx",
+          "pdf",
+          "json"
+        ],
+        "type": "string"
+      }
+    },
+    "required": [
+      "downloadUrl",
+      "fileSize",
+      "format"
+    ],
+    "type": "object"
+  },
+  {
+    "oneOf": [
+      {
+        "additionalProperties": false,
+        "properties": {
+          "totals": {},
+          "type": {
+            "const": "totals",
+            "type": "string"
+          }
+        },
+        "required": [
+          "type",
+          "totals"
+        ],
+        "type": "object"
+      },
+      {
+        "additionalProperties": false,
+        "properties": {
+          "downloadUrl": {
+            "type": "string"
+          },
+          "totals": {},
+          "type": {
+            "const": "full",
+            "type": "string"
+          }
+        },
+        "required": [
+          "type",
+          "totals"
+        ],
+        "type": "object"
+      },
+      {
+        "additionalProperties": false,
+        "properties": {
+          "rows": {},
+          "totals": {},
+          "totalsOnly": {
+            "type": "boolean"
+          },
+          "type": {
+            "const": "json",
+            "type": "string"
+          }
+        },
+        "required": [
+          "type",
+          "rows",
+          "totals"
+        ],
+        "type": "object"
+      }
+    ]
+  }
+]

Changed2 schema fields changedSep 22, 2026

changedOutput schema / oneOf

Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "appProgress": {
-        "additionalProperties": false,
-        "properties": {
-          "completed": {
-            "type": "number"
-          },
-          "total": {
-            "type": "number"
-          },
-          "transactionsSynced": {
-            "type": "number"
-          }
-        },
-        "required": [
-          "completed",
-          "total",
-          "transactionsSynced"
-        ],
-        "type": "object"
-      },
-      "completedAt": {
-        "format": "date-time",
-        "type": "string"
-      },
-      "createdAt": {
-        "format": "date-time",
-        "type": "string"
-      },
-      "error": {
-        "additionalProperties": false,
-        "properties": {
-          "error": {
-            "additionalProperties": false,
-            "properties": {
-              "code": {
-                "type": "string"
-              },
-              "details": {
-                "additionalProperties": {},
-                "propertyNames": {
-                  "type": "string"
-                },
-                "type": "object"
-              },
-              "message": {
-                "type": "string"
-              },
-              "requestId": {
-                "type": "string"
-              }
-            },
-            "required": [
-              "code",
-              "message",
-              "requestId"
-            ],
-            "type": "object"
-          }
-        },
-        "required": [
-          "error"
-        ],
-        "type": "object"
-      },
-      "finishedOn": {
-        "type": "number"
-      },
-      "kind": {
-        "const": "job",
-        "type": "string"
-      },
-      "outcome": {
-        "additionalProperties": false,
-        "properties": {
-          "classificationState": {
-            "type": "string"
-          },
-          "errorTypes": {
-            "items": {
-              "type": "string"
-            },
-            "type": "array"
-          },
-          "hasError": {
-            "type": "boolean"
-          },
-          "operationType": {
-            "type": "string"
-          },
-          "suggestedAction": {},
-          "transactionId": {
-            "type": "string"
-          },
-          "type": {
-            "const": "portfolio_transaction",
-            "type": "string"
-          }
-        },
-        "required": [
-          "type",
-          "transactionId",
-          "hasError",
-          "errorTypes",
-          "suggestedAction"
-        ],
-        "type": "object"
-      },
-      "progress": {
-        "type": "number"
-      },
-      "requestId": {
-        "type": "string"
-      },
-      "result": {
-        "additionalProperties": false,
-        "properties": {
-          "downloadUrl": {
-            "type": "string"
-          },
-          "fileSize": {
-            "type": "number"
-          },
-          "format": {
-            "enum": [
-              "xlsx",
-              "pdf",
-              "json"
-            ],
-            "type": "string"
-          }
-        },
-        "required": [
-          "downloadUrl",
-          "fileSize",
-          "format"
-        ],
-        "type": "object"
-      },
-      "returnValue": {},
-      "status": {
-        "enum": [
-          "pending",
-          "active",
-          "delayed",
-          "completed",
-          "failed"
-        ],
-        "type": "string"
-      },
-      "subject": {
-        "additionalProperties": false,
-        "properties": {
-          "commandType": {
-            "type": "string"
-          },
-          "kind": {
-            "const": "portfolio_transaction",
-            "type": "string"
-          },
-          "transactionId": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "kind",
-          "transactionId"
-        ],
-        "type": "object"
-      },
-      "type": {
-        "enum": [
-          "sync",
-          "export",
-          "recompute",
-          "reclassify"
-        ],
-        "type": "string"
-      },
-      "updatedAt": {
-        "format": "date-time",
-        "type": "string"
-      }
-    },
-    "required": [
-      "requestId",
-      "type",
-      "status",
-      "progress",
-      "createdAt",
-      "updatedAt",
-      "kind"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "completedAt": {
-        "format": "date-time",
-        "type": "string"
-      },
-      "createdAt": {
-        "format": "date-time",
-        "type": "string"
-      },
-      "error": {
-        "additionalProperties": false,
-        "properties": {
-          "error": {
-            "additionalProperties": false,
-            "properties": {
-              "code": {
-                "type": "string"
-              },
-              "details": {
-                "additionalProperties": {},
-                "propertyNames": {
-                  "type": "string"
-                },
-                "type": "object"
-              },
-              "message": {
-                "type": "string"
-              },
-              "requestId": {
-                "type": "string"
-              }
-            },
-            "required": [
-              "code",
-              "message",
-              "requestId"
-            ],
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-          }
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-                    "type": "object"
-                  },
-                  {
-                    "additionalProperties": false,
-                    "properties": {
-                      "accountCount": {
-                        "maximum": 9007199254740991,
-                        "minimum": 0,
-                        "type": "integer"
-                      },
-                      "difference": {
-                        "type": "string"
-                      },
-                      "isBalanced": {
-                        "type": "boolean"
-                      },
-                      "reportType": {
-                        "const": "trial-balance",
-                        "type": "string"
-                      },
-                      "subTotals": {
-                        "additionalProperties": {
-                          "additionalProperties": false,
-                          "properties": {
-                            "credit": {
-                              "type": "string"
-                            },
-                            "debit": {
-                              "type": "string"
-                            }
-                          },
-                          "required": [
-                            "debit",
-                            "credit"
-                          ],
-                          "type": "object"
-                        },
-                        "propertyNames": {
-                          "type": "string"
-                        },
-                        "type": "object"
-                      },
-                      "totalCredits": {
-                        "type": "string"
-                      },
-                      "totalDebits": {
-                        "type": "string"
-                      }
-                    },
-                    "required": [
-                      "reportType",
-                      "totalDebits",
-                      "totalCredits",
-                      "difference",
-                      "isBalanced",
-                      "accountCount",
-                      "subTotals"
-                    ],
-                    "type": "object"
-                  },
-                  {
-                    "additionalProperties": false,
-                    "properties": {
-                      "reportType": {
-                        "const": "statement",
-                        "type": "string"
-                      }
-                    },
-                    "required": [
-                      "reportType"
-                    ],
-                    "type": "object"
-                  },
-                  {
-                    "additionalProperties": false,
-                    "properties": {
-                      "reportType": {
-                        "const": "transactions",
-                        "type": "string"
-                      }
-                    },
-                    "required": [
-                      "reportType"
-                    ],
-                    "type": "object"
-                  },
-                  {
-                    "additionalProperties": false,
-                    "properties": {
-                      "reportType": {
-                        "const": "journal-entries",
-                        "type": "string"
-                      }
-                    },
-                    "required": [
-                      "reportType"
-                    ],
-                    "type": "object"
-                  },
-                  {
-                    "additionalProperties": false,
-                    "properties": {
-                      "reportType": {
-                        "const": "cost-basis-ledger",
-                        "type": "string"
-                      }
-                    },
-                    "required": [
-                      "reportType"
-                    ],
-                    "type": "object"
-                  },
-                  {
-                    "additionalProperties": false,
-                    "properties": {
-                      "reportType": {
-                        "const": "payment-requests",
-                        "type": "string"
-                      }
-                    },
-                    "required": [
-                      "reportType"
-                    ],
-                    "type": "object"
-                  },
-                  {
-                    "additionalProperties": false,
-                    "properties": {
-                      "reportType": {
-                        "const": "portfolio-conversion-workbook-template",
-                        "type": "string"
-                      }
-                    },
-                    "required": [
-                      "reportType"
-                    ],
-                    "type": "object"
-                  }
-                ]
-              },
-              "totalsOnly": {
-                "type": "boolean"
-              },
-              "type": {
-                "const": "json",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "rows",
-              "totals"
-            ],
-            "type": "object"
-          }
-        ]
-      },
-      "status": {
-        "enum": [
-          "pending",
-          "processing",
-          "completed",
-          "failed"
-        ],
-        "type": "string"
-      }
-    },
-    "required": [
-      "status",
-      "progressPercent",
-      "createdAt",
-      "kind",
-      "requestId"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "appProgress": {
+        "additionalProperties": false,
+        "properties": {
+          "completed": {
+            "type": "number"
+          },
+          "total": {
+            "type": "number"
+          },
+          "transactionsSynced": {
+            "type": "number"
+          }
+        },
+        "required": [
+          "completed",
+          "total",
+          "transactionsSynced"
+        ],
+        "type": "object"
+      },
+      "completedAt": {
+        "format": "date-time",
+        "type": "string"
+      },
+      "createdAt": {
+        "format": "date-time",
+        "type": "string"
+      },
+      "error": {
+        "additionalProperties": false,
+        "properties": {
+          "error": {
+            "additionalProperties": false,
+            "properties": {
+              "code": {
+                "type": "string"
+              },
+              "details": {
+                "additionalProperties": {},
+                "propertyNames": {
+                  "type": "string"
+                },
+                "type": "object"
+              },
+              "message": {
+                "type": "string"
+              },
+              "requestId": {
+                "type": "string"
+              }
+            },
+            "required": [
+              "code",
+              "message",
+              "requestId"
+            ],
+            "type": "object"
+          }
+        },
+        "required": [
+          "error"
+        ],
+        "type": "object"
+      },
+      "finishedOn": {
+        "type": "number"
+      },
+      "kind": {
+        "const": "job",
+        "type": "string"
+      },
+      "outcome": {
+        "additionalProperties": false,
+        "properties": {
+          "classificationState": {
+            "type": "string"
+          },
+          "errorTypes": {
+            "items": {
+              "type": "string"
+            },
+            "type": "array"
+          },
+          "hasError": {
+            "type": "boolean"
+          },
+          "operationType": {
+            "type": "string"
+          },
+          "suggestedAction": {},
+          "transactionId": {
+            "type": "string"
+          },
+          "type": {
+            "const": "portfolio_transaction",
+            "type": "string"
+          }
+        },
+        "required": [
+          "type",
+          "transactionId",
+          "hasError",
+          "errorTypes",
+          "suggestedAction"
+        ],
+        "type": "object"
+      },
+      "progress": {
+        "type": "number"
+      },
+      "requestId": {
+        "type": "string"
+      },
+      "result": {
+        "additionalProperties": false,
+        "properties": {
+          "downloadUrl": {
+            "type": "string"
+          },
+          "fileSize": {
+            "type": "number"
+          },
+          "format": {
+            "enum": [
+              "xlsx",
+              "pdf",
+              "json"
+            ],
+            "type": "string"
+          }
+        },
+        "required": [
+          "downloadUrl",
+          "fileSize",
+          "format"
+        ],
+        "type": "object"
+      },
+      "returnValue": {},
+      "status": {
+        "enum": [
+          "pending",
+          "active",
+          "delayed",
+          "completed",
+          "failed"
+        ],
+        "type": "string"
+      },
+      "subject": {
+        "additionalProperties": false,
+        "properties": {
+          "commandType": {
+            "type": "string"
+          },
+          "kind": {
+            "const": "portfolio_transaction",
+            "type": "string"
+          },
+          "transactionId": {
+            "type": "string"
+          }
+        },
+        "required": [
+          "kind",
+          "transactionId"
+        ],
+        "type": "object"
+      },
+      "type": {
+        "enum": [
+          "sync",
+          "export",
+          "recompute",
+          "reclassify"
+        ],
+        "type": "string"
+      },
+      "updatedAt": {
+        "format": "date-time",
+        "type": "string"
+      }
+    },
+    "required": [
+      "requestId",
+      "type",
+      "status",
+      "progress",
+      "createdAt",
+      "updatedAt",
+      "kind"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "completedAt": {
+        "format": "date-time",
+        "type": "string"
+      },
+      "createdAt": {
+        "format": "date-time",
+        "type": "string"
+      },
+      "error": {
+        "additionalProperties": false,
+        "properties": {
+          "error": {
+            "additionalProperties": false,
+            "properties": {
+              "code": {
+                "type": "string"
+              },
+              "details": {
+                "additionalProperties": {},
+                "propertyNames": {
+                  "type": "string"
+                },
+                "type": "object"
+              },
+              "message": {
+                "type": "string"
+              },
+              "requestId": {
+                "type": "string"
+              }
+            },
+            "required": [
+              "code",
+              "message",
+              "requestId"
+            ],
+            "type": "object"
+          }
+        },
+        "required": [
+          "error"
+        ],
+        "type": "object"
+      },
+      "kind": {
+        "const": "report",
+        "type": "string"
+      },
+      "progressPercent": {
+        "maximum": 100,
+        "minimum": 0,
+        "type": "number"
+      },
+      "requestId": {
+        "type": "string"
+      },
+      "result": {
+        "oneOf": [
+          {
+            "additionalProperties": false,
+            "properties": {
+              "totals": {},
+              "type": {
+                "const": "totals",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "totals"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "totals": {},
+              "type": {
+                "const": "full",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "totals"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "rows": {},
+              "totals": {},
+              "totalsOnly": {
+                "type": "boolean"
+              },
+              "type": {
+                "const": "json",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "rows",
+              "totals"
+            ],
+            "type": "object"
+          }
+        ]
+      },
+      "status": {
+        "enum": [
+          "pending",
+          "processing",
+          "completed",
+          "failed"
+        ],
+        "type": "string"
+      }
+    },
+    "required": [
+      "status",
+      "progressPercent",
+      "createdAt",
+      "kind",
+      "requestId"
+    ],
+    "type": "object"
+  }
+]

changedOutput schema / properties / result / anyOf

Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "downloadUrl": {
-        "type": "string"
-      },
-      "fileSize": {
-        "type": "number"
-      },
-      "format": {
-        "enum": [
-          "xlsx",
-          "pdf",
-          "json"
-        ],
-        "type": "string"
-      }
-    },
-    "required": [
-      "downloadUrl",
-      "fileSize",
-      "format"
-    ],
-    "type": "object"
-  },
-  {
-    "oneOf": [
-      {
-        "additionalProperties": false,
-        "properties": {
-          "totals": {
-            "oneOf": [
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "capitalGains": {
-                    "type": "string"
-                  },
-                  "capitalLosses": {
-                    "type": "string"
-                  },
-                  "netIncome": {
-                    "type": "string"
-                  },
-                  "ordinaryExpense": {
-                    "type": "string"
-                  },
-                  "ordinaryIncome": {
-                    "type": "string"
-                  },
-                  "reportType": {
-                    "const": "profit-and-loss",
-                    "type": "string"
-                  },
-                  "totalExpensesAndLosses": {
-                    "type": "string"
-                  },
-                  "totalRevenue": {
-                    "type": "string"
-                  },
-                  "transactionCount": {
-                    "maximum": 9007199254740991,
-                    "minimum": 0,
-                    "type": "integer"
-                  }
-                },
-                "required": [
-                  "reportType",
-                  "totalRevenue",
-                  "ordinaryIncome",
-                  "capitalGains",
-                  "totalExpensesAndLosses",
-                  "ordinaryExpense",
-                  "capitalLosses",
-                  "netIncome",
-                  "transactionCount"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "capitalGains": {
-                    "type": "string"
-                  },
-                  "capitalLosses": {
-                    "type": "string"
-                  },
-                  "netIncome": {
-                    "type": "string"
-                  },
-                  "ordinaryExpense": {
-                    "type": "string"
-                  },
-                  "ordinaryIncome": {
-                    "type": "string"
-                  },
-                  "reportType": {
-                    "const": "consolidated-profit-and-loss",
-                    "type": "string"
-                  },
-                  "totalExpensesAndLosses": {
-                    "type": "string"
-                  },
-                  "totalRevenue": {
-                    "type": "string"
-                  },
-                  "transactionCount": {
-                    "maximum": 9007199254740991,
-                    "minimum": 0,
-                    "type": "integer"
-                  }
-                },
-                "required": [
-                  "reportType",
-                  "totalRevenue",
-                  "ordinaryIncome",
-                  "capitalGains",
-                  "totalExpensesAndLosses",
-                  "ordinaryExpense",
-                  "capitalLosses",
-                  "netIncome",
-                  "transactionCount"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "netWorth": {
-                    "type": "string"
-                  },
-                  "reportType": {
-                    "const": "balance-sheet",
-                    "type": "string"
-                  },
-                  "totalAssets": {
-                    "type": "string"
-                  },
-                  "totalEquity": {
-                    "type": "string"
-                  },
-                  "totalLiabilities": {
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType",
-                  "totalAssets",
-                  "totalLiabilities",
-                  "totalEquity",
-                  "netWorth"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "netWorth": {
-                    "type": "string"
-                  },
-                  "reportType": {
-                    "const": "consolidated-balance-sheet",
-                    "type": "string"
-                  },
-                  "totalAssets": {
-                    "type": "string"
-                  },
-                  "totalEquity": {
-                    "type": "string"
-                  },
-                  "totalLiabilities": {
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType",
-                  "totalAssets",
-                  "totalLiabilities",
-                  "totalEquity",
-                  "netWorth"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "netIncome": {
-                    "type": "string"
-                  },
-                  "reportType": {
-                    "const": "income-expense",
-                    "type": "string"
-                  },
-                  "totalExpense": {
-                    "type": "string"
-                  },
-                  "totalIncome": {
-                    "type": "string"
-                  },
-                  "transactionCount": {
-                    "maximum": 9007199254740991,
-                    "minimum": 0,
-                    "type": "integer"
-                  }
-                },
-                "required": [
-                  "reportType",
-                  "totalIncome",
-                  "totalExpense",
-                  "netIncome",
-                  "transactionCount"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "percentGainOrLoss": {
-                    "type": "string"
-                  },
-                  "reportType": {
-                    "const": "gains-losses",
-                    "type": "string"
-                  },
-                  "totalCostBasis": {
-                    "type": "string"
-                  },
-                  "totalGainOrLoss": {
-                    "type": "string"
-                  },
-                  "totalProceeds": {
-                    "type": "string"
-                  },
-                  "tradeCount": {
-                    "maximum": 9007199254740991,
-                    "minimum": 0,
-                    "type": "integer"
-                  }
-                },
-                "required": [
-                  "reportType",
-                  "totalProceeds",
-                  "totalCostBasis",
-                  "totalGainOrLoss",
-                  "percentGainOrLoss",
-                  "tradeCount"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "accountCount": {
-                    "maximum": 9007199254740991,
-                    "minimum": 0,
-                    "type": "integer"
-                  },
-                  "difference": {
-                    "type": "string"
-                  },
-                  "isBalanced": {
-                    "type": "boolean"
-                  },
-                  "reportType": {
-                    "const": "trial-balance",
-                    "type": "string"
-                  },
-                  "subTotals": {
-                    "additionalProperties": {
-                      "additionalProperties": false,
-                      "properties": {
-                        "credit": {
-                          "type": "string"
-                        },
-                        "debit": {
-                          "type": "string"
-                        }
-                      },
-                      "required": [
-                        "debit",
-                        "credit"
-                      ],
-                      "type": "object"
-                    },
-                    "propertyNames": {
-                      "type": "string"
-                    },
-                    "type": "object"
-                  },
-                  "totalCredits": {
-                    "type": "string"
-                  },
-                  "totalDebits": {
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType",
-                  "totalDebits",
-                  "totalCredits",
-                  "difference",
-                  "isBalanced",
-                  "accountCount",
-                  "subTotals"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "reportType": {
-                    "const": "statement",
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "reportType": {
-                    "const": "transactions",
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "reportType": {
-                    "const": "journal-entries",
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "reportType": {
-                    "const": "cost-basis-ledger",
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "reportType": {
-                    "const": "payment-requests",
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "reportType": {
-                    "const": "portfolio-conversion-workbook-template",
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType"
-                ],
-                "type": "object"
-              }
-            ]
-          },
-          "type": {
-            "const": "totals",
-            "type": "string"
-          }
-        },
-        "required": [
-          "type",
-          "totals"
-        ],
-        "type": "object"
-      },
-      {
-        "additionalProperties": false,
-        "properties": {
-          "totals": {
-            "oneOf": [
-              {
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-                "properties": {
-                  "capitalGains": {
-                    "type": "string"
-                  },
-                  "capitalLosses": {
-                    "type": "string"
-                  },
-                  "netIncome": {
-                    "type": "string"
-                  },
-                  "ordinaryExpense": {
-                    "type": "string"
-                  },
-                  "ordinaryIncome": {
-                    "type": "string"
-                  },
-                  "reportType": {
-                    "const": "profit-and-loss",
-                    "type": "string"
-                  },
-                  "totalExpensesAndLosses": {
-                    "type": "string"
-                  },
-                  "totalRevenue": {
-                    "type": "string"
-                  },
-                  "transactionCount": {
-                    "maximum": 9007199254740991,
-                    "minimum": 0,
-                    "type": "integer"
-                  }
-                },
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-                  "totalRevenue",
-                  "ordinaryIncome",
-                  "capitalGains",
-                  "totalExpensesAndLosses",
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-                  "capitalLosses",
-                  "netIncome",
-                  "transactionCount"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "capitalGains": {
-                    "type": "string"
-                  },
-                  "capitalLosses": {
-                    "type": "string"
-                  },
-                  "netIncome": {
-                    "type": "string"
-                  },
-                  "ordinaryExpense": {
-                    "type": "string"
-                  },
-                  "ordinaryIncome": {
-                    "type": "string"
-                  },
-                  "reportType": {
-                    "const": "consolidated-profit-and-loss",
-                    "type": "string"
-                  },
-                  "totalExpensesAndLosses": {
-                    "type": "string"
-                  },
-                  "totalRevenue": {
-                    "type": "string"
-                  },
-                  "transactionCount": {
-                    "maximum": 9007199254740991,
-                    "minimum": 0,
-                    "type": "integer"
-                  }
-                },
-                "required": [
-                  "reportType",
-                  "totalRevenue",
-                  "ordinaryIncome",
-                  "capitalGains",
-                  "totalExpensesAndLosses",
-                  "ordinaryExpense",
-                  "capitalLosses",
-                  "netIncome",
-                  "transactionCount"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "netWorth": {
-                    "type": "string"
-                  },
-                  "reportType": {
-                    "const": "balance-sheet",
-                    "type": "string"
-                  },
-                  "totalAssets": {
-                    "type": "string"
-                  },
-                  "totalEquity": {
-                    "type": "string"
-                  },
-                  "totalLiabilities": {
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType",
-                  "totalAssets",
-                  "totalLiabilities",
-                  "totalEquity",
-                  "netWorth"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "netWorth": {
-                    "type": "string"
-                  },
-                  "reportType": {
-                    "const": "consolidated-balance-sheet",
-                    "type": "string"
-                  },
-                  "totalAssets": {
-                    "type": "string"
-                  },
-                  "totalEquity": {
-                    "type": "string"
-                  },
-                  "totalLiabilities": {
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType",
-                  "totalAssets",
-                  "totalLiabilities",
-                  "totalEquity",
-                  "netWorth"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "netIncome": {
-                    "type": "string"
-                  },
-                  "reportType": {
-                    "const": "income-expense",
-                    "type": "string"
-                  },
-                  "totalExpense": {
-                    "type": "string"
-                  },
-                  "totalIncome": {
-                    "type": "string"
-                  },
-                  "transactionCount": {
-                    "maximum": 9007199254740991,
-                    "minimum": 0,
-                    "type": "integer"
-                  }
-                },
-                "required": [
-                  "reportType",
-                  "totalIncome",
-                  "totalExpense",
-                  "netIncome",
-                  "transactionCount"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "percentGainOrLoss": {
-                    "type": "string"
-                  },
-                  "reportType": {
-                    "const": "gains-losses",
-                    "type": "string"
-                  },
-                  "totalCostBasis": {
-                    "type": "string"
-                  },
-                  "totalGainOrLoss": {
-                    "type": "string"
-                  },
-                  "totalProceeds": {
-                    "type": "string"
-                  },
-                  "tradeCount": {
-                    "maximum": 9007199254740991,
-                    "minimum": 0,
-                    "type": "integer"
-                  }
-                },
-                "required": [
-                  "reportType",
-                  "totalProceeds",
-                  "totalCostBasis",
-                  "totalGainOrLoss",
-                  "percentGainOrLoss",
-                  "tradeCount"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "accountCount": {
-                    "maximum": 9007199254740991,
-                    "minimum": 0,
-                    "type": "integer"
-                  },
-                  "difference": {
-                    "type": "string"
-                  },
-                  "isBalanced": {
-                    "type": "boolean"
-                  },
-                  "reportType": {
-                    "const": "trial-balance",
-                    "type": "string"
-                  },
-                  "subTotals": {
-                    "additionalProperties": {
-                      "additionalProperties": false,
-                      "properties": {
-                        "credit": {
-                          "type": "string"
-                        },
-                        "debit": {
-                          "type": "string"
-                        }
-                      },
-                      "required": [
-                        "debit",
-                        "credit"
-                      ],
-                      "type": "object"
-                    },
-                    "propertyNames": {
-                      "type": "string"
-                    },
-                    "type": "object"
-                  },
-                  "totalCredits": {
-                    "type": "string"
-                  },
-                  "totalDebits": {
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType",
-                  "totalDebits",
-                  "totalCredits",
-                  "difference",
-                  "isBalanced",
-                  "accountCount",
-                  "subTotals"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "reportType": {
-                    "const": "statement",
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "reportType": {
-                    "const": "transactions",
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "reportType": {
-                    "const": "journal-entries",
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "reportType": {
-                    "const": "cost-basis-ledger",
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "reportType": {
-                    "const": "payment-requests",
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "reportType": {
-                    "const": "portfolio-conversion-workbook-template",
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType"
-                ],
-                "type": "object"
-              }
-            ]
-          },
-          "type": {
-            "const": "full",
-            "type": "string"
-          }
-        },
-        "required": [
-          "type",
-          "totals"
-        ],
-        "type": "object"
-      },
-      {
-        "additionalProperties": false,
-        "properties": {
-          "rows": {},
-          "totals": {
-            "oneOf": [
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "capitalGains": {
-                    "type": "string"
-                  },
-                  "capitalLosses": {
-                    "type": "string"
-                  },
-                  "netIncome": {
-                    "type": "string"
-                  },
-                  "ordinaryExpense": {
-                    "type": "string"
-                  },
-                  "ordinaryIncome": {
-                    "type": "string"
-                  },
-                  "reportType": {
-                    "const": "profit-and-loss",
-                    "type": "string"
-                  },
-                  "totalExpensesAndLosses": {
-                    "type": "string"
-                  },
-                  "totalRevenue": {
-                    "type": "string"
-                  },
-                  "transactionCount": {
-                    "maximum": 9007199254740991,
-                    "minimum": 0,
-                    "type": "integer"
-                  }
-                },
-                "required": [
-                  "reportType",
-                  "totalRevenue",
-                  "ordinaryIncome",
-                  "capitalGains",
-                  "totalExpensesAndLosses",
-                  "ordinaryExpense",
-                  "capitalLosses",
-                  "netIncome",
-                  "transactionCount"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "capitalGains": {
-                    "type": "string"
-                  },
-                  "capitalLosses": {
-                    "type": "string"
-                  },
-                  "netIncome": {
-                    "type": "string"
-                  },
-                  "ordinaryExpense": {
-                    "type": "string"
-                  },
-                  "ordinaryIncome": {
-                    "type": "string"
-                  },
-                  "reportType": {
-                    "const": "consolidated-profit-and-loss",
-                    "type": "string"
-                  },
-                  "totalExpensesAndLosses": {
-                    "type": "string"
-                  },
-                  "totalRevenue": {
-                    "type": "string"
-                  },
-                  "transactionCount": {
-                    "maximum": 9007199254740991,
-                    "minimum": 0,
-                    "type": "integer"
-                  }
-                },
-                "required": [
-                  "reportType",
-                  "totalRevenue",
-                  "ordinaryIncome",
-                  "capitalGains",
-                  "totalExpensesAndLosses",
-                  "ordinaryExpense",
-                  "capitalLosses",
-                  "netIncome",
-                  "transactionCount"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "netWorth": {
-                    "type": "string"
-                  },
-                  "reportType": {
-                    "const": "balance-sheet",
-                    "type": "string"
-                  },
-                  "totalAssets": {
-                    "type": "string"
-                  },
-                  "totalEquity": {
-                    "type": "string"
-                  },
-                  "totalLiabilities": {
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType",
-                  "totalAssets",
-                  "totalLiabilities",
-                  "totalEquity",
-                  "netWorth"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "netWorth": {
-                    "type": "string"
-                  },
-                  "reportType": {
-                    "const": "consolidated-balance-sheet",
-                    "type": "string"
-                  },
-                  "totalAssets": {
-                    "type": "string"
-                  },
-                  "totalEquity": {
-                    "type": "string"
-                  },
-                  "totalLiabilities": {
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType",
-                  "totalAssets",
-                  "totalLiabilities",
-                  "totalEquity",
-                  "netWorth"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "netIncome": {
-                    "type": "string"
-                  },
-                  "reportType": {
-                    "const": "income-expense",
-                    "type": "string"
-                  },
-                  "totalExpense": {
-                    "type": "string"
-                  },
-                  "totalIncome": {
-                    "type": "string"
-                  },
-                  "transactionCount": {
-                    "maximum": 9007199254740991,
-                    "minimum": 0,
-                    "type": "integer"
-                  }
-                },
-                "required": [
-                  "reportType",
-                  "totalIncome",
-                  "totalExpense",
-                  "netIncome",
-                  "transactionCount"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "percentGainOrLoss": {
-                    "type": "string"
-                  },
-                  "reportType": {
-                    "const": "gains-losses",
-                    "type": "string"
-                  },
-                  "totalCostBasis": {
-                    "type": "string"
-                  },
-                  "totalGainOrLoss": {
-                    "type": "string"
-                  },
-                  "totalProceeds": {
-                    "type": "string"
-                  },
-                  "tradeCount": {
-                    "maximum": 9007199254740991,
-                    "minimum": 0,
-                    "type": "integer"
-                  }
-                },
-                "required": [
-                  "reportType",
-                  "totalProceeds",
-                  "totalCostBasis",
-                  "totalGainOrLoss",
-                  "percentGainOrLoss",
-                  "tradeCount"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "accountCount": {
-                    "maximum": 9007199254740991,
-                    "minimum": 0,
-                    "type": "integer"
-                  },
-                  "difference": {
-                    "type": "string"
-                  },
-                  "isBalanced": {
-                    "type": "boolean"
-                  },
-                  "reportType": {
-                    "const": "trial-balance",
-                    "type": "string"
-                  },
-                  "subTotals": {
-                    "additionalProperties": {
-                      "additionalProperties": false,
-                      "properties": {
-                        "credit": {
-                          "type": "string"
-                        },
-                        "debit": {
-                          "type": "string"
-                        }
-                      },
-                      "required": [
-                        "debit",
-                        "credit"
-                      ],
-                      "type": "object"
-                    },
-                    "propertyNames": {
-                      "type": "string"
-                    },
-                    "type": "object"
-                  },
-                  "totalCredits": {
-                    "type": "string"
-                  },
-                  "totalDebits": {
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType",
-                  "totalDebits",
-                  "totalCredits",
-                  "difference",
-                  "isBalanced",
-                  "accountCount",
-                  "subTotals"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "reportType": {
-                    "const": "statement",
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "reportType": {
-                    "const": "transactions",
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "reportType": {
-                    "const": "journal-entries",
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "reportType": {
-                    "const": "cost-basis-ledger",
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "reportType": {
-                    "const": "payment-requests",
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType"
-                ],
-                "type": "object"
-              },
-              {
-                "additionalProperties": false,
-                "properties": {
-                  "reportType": {
-                    "const": "portfolio-conversion-workbook-template",
-                    "type": "string"
-                  }
-                },
-                "required": [
-                  "reportType"
-                ],
-                "type": "object"
-              }
-            ]
-          },
-          "totalsOnly": {
-            "type": "boolean"
-          },
-          "type": {
-            "const": "json",
-            "type": "string"
-          }
-        },
-        "required": [
-          "type",
-          "rows",
-          "totals"
-        ],
-        "type": "object"
-      }
-    ]
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "downloadUrl": {
+        "type": "string"
+      },
+      "fileSize": {
+        "type": "number"
+      },
+      "format": {
+        "enum": [
+          "xlsx",
+          "pdf",
+          "json"
+        ],
+        "type": "string"
+      }
+    },
+    "required": [
+      "downloadUrl",
+      "fileSize",
+      "format"
+    ],
+    "type": "object"
+  },
+  {
+    "oneOf": [
+      {
+        "additionalProperties": false,
+        "properties": {
+          "totals": {},
+          "type": {
+            "const": "totals",
+            "type": "string"
+          }
+        },
+        "required": [
+          "type",
+          "totals"
+        ],
+        "type": "object"
+      },
+      {
+        "additionalProperties": false,
+        "properties": {
+          "totals": {},
+          "type": {
+            "const": "full",
+            "type": "string"
+          }
+        },
+        "required": [
+          "type",
+          "totals"
+        ],
+        "type": "object"
+      },
+      {
+        "additionalProperties": false,
+        "properties": {
+          "rows": {},
+          "totals": {},
+          "totalsOnly": {
+            "type": "boolean"
+          },
+          "type": {
+            "const": "json",
+            "type": "string"
+          }
+        },
+        "required": [
+          "type",
+          "rows",
+          "totals"
+        ],
+        "type": "object"
+      }
+    ]
+  }
+]

Changed1 schema field changedSep 20, 2026

changedOutput schema / (root)

Previous value: -nullNew value: +{
+  "$schema": "https://json-schema.org/draft/2020-12/schema",
+  "additionalProperties": false,
+  "oneOf": [
+    {
+      "additionalProperties": false,
+      "properties": {
+        "appProgress": {
+          "additionalProperties": false,
+          "properties": {
+            "completed": {
+              "type": "number"
+            },
+            "total": {
+              "type": "number"
+            },
+            "transactionsSynced": {
+              "type": "number"
+            }
+          },
+          "required": [
+            "completed",
+            "total",
+            "transactionsSynced"
+          ],
+          "type": "object"
+        },
+        "completedAt": {
+          "format": "date-time",
+          "type": "string"
+        },
+        "createdAt": {
+          "format": "date-time",
+          "type": "string"
+        },
+        "error": {
+          "additionalProperties": false,
+          "properties": {
+            "error": {
+              "additionalProperties": false,
+              "properties": {
+                "code": {
+                  "type": "string"
+                },
+                "details": {
+                  "additionalProperties": {},
+                  "propertyNames": {
+                    "type": "string"
+                  },
+                  "type": "object"
+                },
+                "message": {
+                  "type": "string"
+                },
+                "requestId": {
+                  "type": "string"
+                }
+              },
+              "required": [
+                "code",
+                "message",
+                "requestId"
+              ],
+              "type": "object"
+            }
+          },
+          "required": [
+            "error"
+          ],
+          "type": "object"
+        },
+        "finishedOn": {
+          "type": "number"
+        },
+        "kind": {
+          "const": "job",
+          "type": "string"
+        },
+        "outcome": {
+          "additionalProperties": false,
+          "properties": {
+            "classificationState": {
+              "type": "string"
+            },
+            "errorTypes": {
+              "items": {
+                "type": "string"
+              },
+              "type": "array"
+            },
+            "hasError": {
+              "type": "boolean"
+            },
+            "operationType": {
+              "type": "string"
+            },
+            "suggestedAction": {},
+            "transactionId": {
+              "type": "string"
+            },
+            "type": {
+              "const": "portfolio_transaction",
+              "type": "string"
+            }
+          },
+          "required": [
+            "type",
+            "transactionId",
+            "hasError",
+            "errorTypes",
+            "suggestedAction"
+          ],
+          "type": "object"
+        },
+        "progress": {
+          "type": "number"
+        },
+        "requestId": {
+          "type": "string"
+        },
+        "result": {
+          "additionalProperties": false,
+          "properties": {
+            "downloadUrl": {
+              "type": "string"
+            },
+            "fileSize": {
+              "type": "number"
+            },
+            "format": {
+              "enum": [
+                "xlsx",
+                "pdf",
+                "json"
+              ],
+              "type": "string"
+            }
+          },
+          "required": [
+            "downloadUrl",
+            "fileSize",
+            "format"
+          ],
+          "type": "object"
+        },
+        "returnValue": {},
+        "status": {
+          "enum": [
+            "pending",
+            "active",
+            "delayed",
+            "completed",
+            "failed"
+          ],
+          "type": "string"
+        },
+        "subject": {
+          "additionalProperties": false,
+          "properties": {
+            "commandType": {
+              "type": "string"
+            },
+            "kind": {
+              "const": "portfolio_transaction",
+              "type": "string"
+            },
+            "transactionId": {
+              "type": "string"
+            }
+          },
+          "required": [
+            "kind",
+            "transactionId"
+          ],
+          "type": "object"
+        },
+        "type": {
+          "enum": [
+            "sync",
+            "export",
+            "recompute",
+            "reclassify"
+          ],
+          "type": "string"
+        },
+        "updatedAt": {
+          "format": "date-time",
+          "type": "string"
+        }
+      },
+      "required": [
+        "requestId",
+        "type",
+        "status",
+        "progress",
+        "createdAt",
+        "updatedAt",
+        "kind"
+      ],
+      "type": "object"
+    },
+    {
+      "additionalProperties": false,
+      "properties": {
+        "completedAt": {
+          "format": "date-time",
+          "type": "string"
+        },
+        "createdAt": {
+          "format": "date-time",
+          "type": "string"
+        },
+        "error": {
+          "additionalProperties": false,
+          "properties": {
+            "error": {
+              "additionalProperties": false,
+              "properties": {
+                "code": {
+                  "type": "string"
+                },
+                "details": {
+                  "additionalProperties": {},
+                  "propertyNames": {
+                    "type": "string"
+                  },
+                  "type": "object"
+                },
+                "message": {
+                  "type": "string"
+                },
+                "requestId": {
+                  "type": "string"
+                }
+              },
+              "required": [
+                "code",
+                "message",
+                "requestId"
+              ],
+              "type": "object"
+            }
+          },
+          "required": [
+            "error"
+          ],
+          "type": "object"
+        },
+        "kind": {
+          "const": "report",
+          "type": "string"
+        },
+        "progressPercent": {
+          "maximum": 100,
+          "minimum": 0,
+          "type": "number"
+        },
+        "requestId": {
+          "type": "string"
+        },
+        "result": {
+          "oneOf": [
+            {
+              "additionalProperties": false,
+              "properties": {
+                "totals": {
+                  "oneOf": [
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "capitalGains": {
+                          "type": "string"
+                        },
+                        "capitalLosses": {
+                          "type": "string"
+                        },
+                        "netIncome": {
+                          "type": "string"
+                        },
+                        "ordinaryExpense": {
+                          "type": "string"
+                        },
+                        "ordinaryIncome": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "profit-and-loss",
+                          "type": "string"
+                        },
+                        "totalExpensesAndLosses": {
+                          "type": "string"
+                        },
+                        "totalRevenue": {
+                          "type": "string"
+                        },
+                        "transactionCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalRevenue",
+                        "ordinaryIncome",
+                        "capitalGains",
+                        "totalExpensesAndLosses",
+                        "ordinaryExpense",
+                        "capitalLosses",
+                        "netIncome",
+                        "transactionCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "capitalGains": {
+                          "type": "string"
+                        },
+                        "capitalLosses": {
+                          "type": "string"
+                        },
+                        "netIncome": {
+                          "type": "string"
+                        },
+                        "ordinaryExpense": {
+                          "type": "string"
+                        },
+                        "ordinaryIncome": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "consolidated-profit-and-loss",
+                          "type": "string"
+                        },
+                        "totalExpensesAndLosses": {
+                          "type": "string"
+                        },
+                        "totalRevenue": {
+                          "type": "string"
+                        },
+                        "transactionCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalRevenue",
+                        "ordinaryIncome",
+                        "capitalGains",
+                        "totalExpensesAndLosses",
+                        "ordinaryExpense",
+                        "capitalLosses",
+                        "netIncome",
+                        "transactionCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "netWorth": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "balance-sheet",
+                          "type": "string"
+                        },
+                        "totalAssets": {
+                          "type": "string"
+                        },
+                        "totalEquity": {
+                          "type": "string"
+                        },
+                        "totalLiabilities": {
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalAssets",
+                        "totalLiabilities",
+                        "totalEquity",
+                        "netWorth"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "netWorth": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "consolidated-balance-sheet",
+                          "type": "string"
+                        },
+                        "totalAssets": {
+                          "type": "string"
+                        },
+                        "totalEquity": {
+                          "type": "string"
+                        },
+                        "totalLiabilities": {
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalAssets",
+                        "totalLiabilities",
+                        "totalEquity",
+                        "netWorth"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "netIncome": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "income-expense",
+                          "type": "string"
+                        },
+                        "totalExpense": {
+                          "type": "string"
+                        },
+                        "totalIncome": {
+                          "type": "string"
+                        },
+                        "transactionCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalIncome",
+                        "totalExpense",
+                        "netIncome",
+                        "transactionCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "percentGainOrLoss": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "gains-losses",
+                          "type": "string"
+                        },
+                        "totalCostBasis": {
+                          "type": "string"
+                        },
+                        "totalGainOrLoss": {
+                          "type": "string"
+                        },
+                        "totalProceeds": {
+                          "type": "string"
+                        },
+                        "tradeCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalProceeds",
+                        "totalCostBasis",
+                        "totalGainOrLoss",
+                        "percentGainOrLoss",
+                        "tradeCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "accountCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        },
+                        "difference": {
+                          "type": "string"
+                        },
+                        "isBalanced": {
+                          "type": "boolean"
+                        },
+                        "reportType": {
+                          "const": "trial-balance",
+                          "type": "string"
+                        },
+                        "subTotals": {
+                          "additionalProperties": {
+                            "additionalProperties": false,
+                            "properties": {
+                              "credit": {
+                                "type": "string"
+                              },
+                              "debit": {
+                                "type": "string"
+                              }
+                            },
+                            "required": [
+                              "debit",
+                              "credit"
+                            ],
+                            "type": "object"
+                          },
+                          "propertyNames": {
+                            "type": "string"
+                          },
+                          "type": "object"
+                        },
+                        "totalCredits": {
+                          "type": "string"
+                        },
+                        "totalDebits": {
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalDebits",
+                        "totalCredits",
+                        "difference",
+                        "isBalanced",
+                        "accountCount",
+                        "subTotals"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "statement",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "transactions",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "journal-entries",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "cost-basis-ledger",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "payment-requests",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "portfolio-conversion-workbook-template",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    }
+                  ]
+                },
+                "type": {
+                  "const": "totals",
+                  "type": "string"
+                }
+              },
+              "required": [
+                "type",
+                "totals"
+              ],
+              "type": "object"
+            },
+            {
+              "additionalProperties": false,
+              "properties": {
+                "totals": {
+                  "oneOf": [
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "capitalGains": {
+                          "type": "string"
+                        },
+                        "capitalLosses": {
+                          "type": "string"
+                        },
+                        "netIncome": {
+                          "type": "string"
+                        },
+                        "ordinaryExpense": {
+                          "type": "string"
+                        },
+                        "ordinaryIncome": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "profit-and-loss",
+                          "type": "string"
+                        },
+                        "totalExpensesAndLosses": {
+                          "type": "string"
+                        },
+                        "totalRevenue": {
+                          "type": "string"
+                        },
+                        "transactionCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalRevenue",
+                        "ordinaryIncome",
+                        "capitalGains",
+                        "totalExpensesAndLosses",
+                        "ordinaryExpense",
+                        "capitalLosses",
+                        "netIncome",
+                        "transactionCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "capitalGains": {
+                          "type": "string"
+                        },
+                        "capitalLosses": {
+                          "type": "string"
+                        },
+                        "netIncome": {
+                          "type": "string"
+                        },
+                        "ordinaryExpense": {
+                          "type": "string"
+                        },
+                        "ordinaryIncome": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "consolidated-profit-and-loss",
+                          "type": "string"
+                        },
+                        "totalExpensesAndLosses": {
+                          "type": "string"
+                        },
+                        "totalRevenue": {
+                          "type": "string"
+                        },
+                        "transactionCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalRevenue",
+                        "ordinaryIncome",
+                        "capitalGains",
+                        "totalExpensesAndLosses",
+                        "ordinaryExpense",
+                        "capitalLosses",
+                        "netIncome",
+                        "transactionCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "netWorth": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "balance-sheet",
+                          "type": "string"
+                        },
+                        "totalAssets": {
+                          "type": "string"
+                        },
+                        "totalEquity": {
+                          "type": "string"
+                        },
+                        "totalLiabilities": {
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalAssets",
+                        "totalLiabilities",
+                        "totalEquity",
+                        "netWorth"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "netWorth": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "consolidated-balance-sheet",
+                          "type": "string"
+                        },
+                        "totalAssets": {
+                          "type": "string"
+                        },
+                        "totalEquity": {
+                          "type": "string"
+                        },
+                        "totalLiabilities": {
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalAssets",
+                        "totalLiabilities",
+                        "totalEquity",
+                        "netWorth"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "netIncome": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "income-expense",
+                          "type": "string"
+                        },
+                        "totalExpense": {
+                          "type": "string"
+                        },
+                        "totalIncome": {
+                          "type": "string"
+                        },
+                        "transactionCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalIncome",
+                        "totalExpense",
+                        "netIncome",
+                        "transactionCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "percentGainOrLoss": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "gains-losses",
+                          "type": "string"
+                        },
+                        "totalCostBasis": {
+                          "type": "string"
+                        },
+                        "totalGainOrLoss": {
+                          "type": "string"
+                        },
+                        "totalProceeds": {
+                          "type": "string"
+                        },
+                        "tradeCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalProceeds",
+                        "totalCostBasis",
+                        "totalGainOrLoss",
+                        "percentGainOrLoss",
+                        "tradeCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "accountCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        },
+                        "difference": {
+                          "type": "string"
+                        },
+                        "isBalanced": {
+                          "type": "boolean"
+                        },
+                        "reportType": {
+                          "const": "trial-balance",
+                          "type": "string"
+                        },
+                        "subTotals": {
+                          "additionalProperties": {
+                            "additionalProperties": false,
+                            "properties": {
+                              "credit": {
+                                "type": "string"
+                              },
+                              "debit": {
+                                "type": "string"
+                              }
+                            },
+                            "required": [
+                              "debit",
+                              "credit"
+                            ],
+                            "type": "object"
+                          },
+                          "propertyNames": {
+                            "type": "string"
+                          },
+                          "type": "object"
+                        },
+                        "totalCredits": {
+                          "type": "string"
+                        },
+                        "totalDebits": {
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalDebits",
+                        "totalCredits",
+                        "difference",
+                        "isBalanced",
+                        "accountCount",
+                        "subTotals"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "statement",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "transactions",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "journal-entries",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "cost-basis-ledger",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "payment-requests",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "portfolio-conversion-workbook-template",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    }
+                  ]
+                },
+                "type": {
+                  "const": "full",
+                  "type": "string"
+                }
+              },
+              "required": [
+                "type",
+                "totals"
+              ],
+              "type": "object"
+            },
+            {
+              "additionalProperties": false,
+              "properties": {
+                "rows": {},
+                "totals": {
+                  "oneOf": [
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "capitalGains": {
+                          "type": "string"
+                        },
+                        "capitalLosses": {
+                          "type": "string"
+                        },
+                        "netIncome": {
+                          "type": "string"
+                        },
+                        "ordinaryExpense": {
+                          "type": "string"
+                        },
+                        "ordinaryIncome": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "profit-and-loss",
+                          "type": "string"
+                        },
+                        "totalExpensesAndLosses": {
+                          "type": "string"
+                        },
+                        "totalRevenue": {
+                          "type": "string"
+                        },
+                        "transactionCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalRevenue",
+                        "ordinaryIncome",
+                        "capitalGains",
+                        "totalExpensesAndLosses",
+                        "ordinaryExpense",
+                        "capitalLosses",
+                        "netIncome",
+                        "transactionCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "capitalGains": {
+                          "type": "string"
+                        },
+                        "capitalLosses": {
+                          "type": "string"
+                        },
+                        "netIncome": {
+                          "type": "string"
+                        },
+                        "ordinaryExpense": {
+                          "type": "string"
+                        },
+                        "ordinaryIncome": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "consolidated-profit-and-loss",
+                          "type": "string"
+                        },
+                        "totalExpensesAndLosses": {
+                          "type": "string"
+                        },
+                        "totalRevenue": {
+                          "type": "string"
+                        },
+                        "transactionCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalRevenue",
+                        "ordinaryIncome",
+                        "capitalGains",
+                        "totalExpensesAndLosses",
+                        "ordinaryExpense",
+                        "capitalLosses",
+                        "netIncome",
+                        "transactionCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "netWorth": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "balance-sheet",
+                          "type": "string"
+                        },
+                        "totalAssets": {
+                          "type": "string"
+                        },
+                        "totalEquity": {
+                          "type": "string"
+                        },
+                        "totalLiabilities": {
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalAssets",
+                        "totalLiabilities",
+                        "totalEquity",
+                        "netWorth"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "netWorth": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "consolidated-balance-sheet",
+                          "type": "string"
+                        },
+                        "totalAssets": {
+                          "type": "string"
+                        },
+                        "totalEquity": {
+                          "type": "string"
+                        },
+                        "totalLiabilities": {
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalAssets",
+                        "totalLiabilities",
+                        "totalEquity",
+                        "netWorth"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "netIncome": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "income-expense",
+                          "type": "string"
+                        },
+                        "totalExpense": {
+                          "type": "string"
+                        },
+                        "totalIncome": {
+                          "type": "string"
+                        },
+                        "transactionCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalIncome",
+                        "totalExpense",
+                        "netIncome",
+                        "transactionCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "percentGainOrLoss": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "gains-losses",
+                          "type": "string"
+                        },
+                        "totalCostBasis": {
+                          "type": "string"
+                        },
+                        "totalGainOrLoss": {
+                          "type": "string"
+                        },
+                        "totalProceeds": {
+                          "type": "string"
+                        },
+                        "tradeCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalProceeds",
+                        "totalCostBasis",
+                        "totalGainOrLoss",
+                        "percentGainOrLoss",
+                        "tradeCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "accountCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        },
+                        "difference": {
+                          "type": "string"
+                        },
+                        "isBalanced": {
+                          "type": "boolean"
+                        },
+                        "reportType": {
+                          "const": "trial-balance",
+                          "type": "string"
+                        },
+                        "subTotals": {
+                          "additionalProperties": {
+                            "additionalProperties": false,
+                            "properties": {
+                              "credit": {
+                                "type": "string"
+                              },
+                              "debit": {
+                                "type": "string"
+                              }
+                            },
+                            "required": [
+                              "debit",
+                              "credit"
+                            ],
+                            "type": "object"
+                          },
+                          "propertyNames": {
+                            "type": "string"
+                          },
+                          "type": "object"
+                        },
+                        "totalCredits": {
+                          "type": "string"
+                        },
+                        "totalDebits": {
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalDebits",
+                        "totalCredits",
+                        "difference",
+                        "isBalanced",
+                        "accountCount",
+                        "subTotals"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "statement",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "transactions",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "journal-entries",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "cost-basis-ledger",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "payment-requests",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "portfolio-conversion-workbook-template",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    }
+                  ]
+                },
+                "totalsOnly": {
+                  "type": "boolean"
+                },
+                "type": {
+                  "const": "json",
+                  "type": "string"
+                }
+              },
+              "required": [
+                "type",
+                "rows",
+                "totals"
+              ],
+              "type": "object"
+            }
+          ]
+        },
+        "status": {
+          "enum": [
+            "pending",
+            "processing",
+            "completed",
+            "failed"
+          ],
+          "type": "string"
+        }
+      },
+      "required": [
+        "status",
+        "progressPercent",
+        "createdAt",
+        "kind",
+        "requestId"
+      ],
+      "type": "object"
+    }
+  ],
+  "properties": {
+    "appProgress": {
+      "additionalProperties": false,
+      "properties": {
+        "completed": {
+          "type": "number"
+        },
+        "total": {
+          "type": "number"
+        },
+        "transactionsSynced": {
+          "type": "number"
+        }
+      },
+      "required": [
+        "completed",
+        "total",
+        "transactionsSynced"
+      ],
+      "type": "object"
+    },
+    "completedAt": {
+      "anyOf": [
+        {
+          "format": "date-time",
+          "type": "string"
+        },
+        {
+          "format": "date-time",
+          "type": "string"
+        }
+      ]
+    },
+    "createdAt": {
+      "anyOf": [
+        {
+          "format": "date-time",
+          "type": "string"
+        },
+        {
+          "format": "date-time",
+          "type": "string"
+        }
+      ]
+    },
+    "error": {
+      "anyOf": [
+        {
+          "additionalProperties": false,
+          "properties": {
+            "error": {
+              "additionalProperties": false,
+              "properties": {
+                "code": {
+                  "type": "string"
+                },
+                "details": {
+                  "additionalProperties": {},
+                  "propertyNames": {
+                    "type": "string"
+                  },
+                  "type": "object"
+                },
+                "message": {
+                  "type": "string"
+                },
+                "requestId": {
+                  "type": "string"
+                }
+              },
+              "required": [
+                "code",
+                "message",
+                "requestId"
+              ],
+              "type": "object"
+            }
+          },
+          "required": [
+            "error"
+          ],
+          "type": "object"
+        },
+        {
+          "additionalProperties": false,
+          "properties": {
+            "error": {
+              "additionalProperties": false,
+              "properties": {
+                "code": {
+                  "type": "string"
+                },
+                "details": {
+                  "additionalProperties": {},
+                  "propertyNames": {
+                    "type": "string"
+                  },
+                  "type": "object"
+                },
+                "message": {
+                  "type": "string"
+                },
+                "requestId": {
+                  "type": "string"
+                }
+              },
+              "required": [
+                "code",
+                "message",
+                "requestId"
+              ],
+              "type": "object"
+            }
+          },
+          "required": [
+            "error"
+          ],
+          "type": "object"
+        }
+      ]
+    },
+    "finishedOn": {
+      "type": "number"
+    },
+    "kind": {
+      "enum": [
+        "job",
+        "report"
+      ],
+      "type": "string"
+    },
+    "outcome": {
+      "additionalProperties": false,
+      "properties": {
+        "classificationState": {
+          "type": "string"
+        },
+        "errorTypes": {
+          "items": {
+            "type": "string"
+          },
+          "type": "array"
+        },
+        "hasError": {
+          "type": "boolean"
+        },
+        "operationType": {
+          "type": "string"
+        },
+        "suggestedAction": {},
+        "transactionId": {
+          "type": "string"
+        },
+        "type": {
+          "const": "portfolio_transaction",
+          "type": "string"
+        }
+      },
+      "required": [
+        "type",
+        "transactionId",
+        "hasError",
+        "errorTypes",
+        "suggestedAction"
+      ],
+      "type": "object"
+    },
+    "progress": {
+      "type": "number"
+    },
+    "progressPercent": {
+      "maximum": 100,
+      "minimum": 0,
+      "type": "number"
+    },
+    "requestId": {
+      "anyOf": [
+        {
+          "type": "string"
+        },
+        {
+          "type": "string"
+        }
+      ]
+    },
+    "result": {
+      "anyOf": [
+        {
+          "additionalProperties": false,
+          "properties": {
+            "downloadUrl": {
+              "type": "string"
+            },
+            "fileSize": {
+              "type": "number"
+            },
+            "format": {
+              "enum": [
+                "xlsx",
+                "pdf",
+                "json"
+              ],
+              "type": "string"
+            }
+          },
+          "required": [
+            "downloadUrl",
+            "fileSize",
+            "format"
+          ],
+          "type": "object"
+        },
+        {
+          "oneOf": [
+            {
+              "additionalProperties": false,
+              "properties": {
+                "totals": {
+                  "oneOf": [
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "capitalGains": {
+                          "type": "string"
+                        },
+                        "capitalLosses": {
+                          "type": "string"
+                        },
+                        "netIncome": {
+                          "type": "string"
+                        },
+                        "ordinaryExpense": {
+                          "type": "string"
+                        },
+                        "ordinaryIncome": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "profit-and-loss",
+                          "type": "string"
+                        },
+                        "totalExpensesAndLosses": {
+                          "type": "string"
+                        },
+                        "totalRevenue": {
+                          "type": "string"
+                        },
+                        "transactionCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalRevenue",
+                        "ordinaryIncome",
+                        "capitalGains",
+                        "totalExpensesAndLosses",
+                        "ordinaryExpense",
+                        "capitalLosses",
+                        "netIncome",
+                        "transactionCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "capitalGains": {
+                          "type": "string"
+                        },
+                        "capitalLosses": {
+                          "type": "string"
+                        },
+                        "netIncome": {
+                          "type": "string"
+                        },
+                        "ordinaryExpense": {
+                          "type": "string"
+                        },
+                        "ordinaryIncome": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "consolidated-profit-and-loss",
+                          "type": "string"
+                        },
+                        "totalExpensesAndLosses": {
+                          "type": "string"
+                        },
+                        "totalRevenue": {
+                          "type": "string"
+                        },
+                        "transactionCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalRevenue",
+                        "ordinaryIncome",
+                        "capitalGains",
+                        "totalExpensesAndLosses",
+                        "ordinaryExpense",
+                        "capitalLosses",
+                        "netIncome",
+                        "transactionCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "netWorth": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "balance-sheet",
+                          "type": "string"
+                        },
+                        "totalAssets": {
+                          "type": "string"
+                        },
+                        "totalEquity": {
+                          "type": "string"
+                        },
+                        "totalLiabilities": {
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalAssets",
+                        "totalLiabilities",
+                        "totalEquity",
+                        "netWorth"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "netWorth": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "consolidated-balance-sheet",
+                          "type": "string"
+                        },
+                        "totalAssets": {
+                          "type": "string"
+                        },
+                        "totalEquity": {
+                          "type": "string"
+                        },
+                        "totalLiabilities": {
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalAssets",
+                        "totalLiabilities",
+                        "totalEquity",
+                        "netWorth"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "netIncome": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "income-expense",
+                          "type": "string"
+                        },
+                        "totalExpense": {
+                          "type": "string"
+                        },
+                        "totalIncome": {
+                          "type": "string"
+                        },
+                        "transactionCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalIncome",
+                        "totalExpense",
+                        "netIncome",
+                        "transactionCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "percentGainOrLoss": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "gains-losses",
+                          "type": "string"
+                        },
+                        "totalCostBasis": {
+                          "type": "string"
+                        },
+                        "totalGainOrLoss": {
+                          "type": "string"
+                        },
+                        "totalProceeds": {
+                          "type": "string"
+                        },
+                        "tradeCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalProceeds",
+                        "totalCostBasis",
+                        "totalGainOrLoss",
+                        "percentGainOrLoss",
+                        "tradeCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "accountCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        },
+                        "difference": {
+                          "type": "string"
+                        },
+                        "isBalanced": {
+                          "type": "boolean"
+                        },
+                        "reportType": {
+                          "const": "trial-balance",
+                          "type": "string"
+                        },
+                        "subTotals": {
+                          "additionalProperties": {
+                            "additionalProperties": false,
+                            "properties": {
+                              "credit": {
+                                "type": "string"
+                              },
+                              "debit": {
+                                "type": "string"
+                              }
+                            },
+                            "required": [
+                              "debit",
+                              "credit"
+                            ],
+                            "type": "object"
+                          },
+                          "propertyNames": {
+                            "type": "string"
+                          },
+                          "type": "object"
+                        },
+                        "totalCredits": {
+                          "type": "string"
+                        },
+                        "totalDebits": {
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalDebits",
+                        "totalCredits",
+                        "difference",
+                        "isBalanced",
+                        "accountCount",
+                        "subTotals"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "statement",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "transactions",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "journal-entries",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "cost-basis-ledger",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "payment-requests",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "portfolio-conversion-workbook-template",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    }
+                  ]
+                },
+                "type": {
+                  "const": "totals",
+                  "type": "string"
+                }
+              },
+              "required": [
+                "type",
+                "totals"
+              ],
+              "type": "object"
+            },
+            {
+              "additionalProperties": false,
+              "properties": {
+                "totals": {
+                  "oneOf": [
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "capitalGains": {
+                          "type": "string"
+                        },
+                        "capitalLosses": {
+                          "type": "string"
+                        },
+                        "netIncome": {
+                          "type": "string"
+                        },
+                        "ordinaryExpense": {
+                          "type": "string"
+                        },
+                        "ordinaryIncome": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "profit-and-loss",
+                          "type": "string"
+                        },
+                        "totalExpensesAndLosses": {
+                          "type": "string"
+                        },
+                        "totalRevenue": {
+                          "type": "string"
+                        },
+                        "transactionCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalRevenue",
+                        "ordinaryIncome",
+                        "capitalGains",
+                        "totalExpensesAndLosses",
+                        "ordinaryExpense",
+                        "capitalLosses",
+                        "netIncome",
+                        "transactionCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "capitalGains": {
+                          "type": "string"
+                        },
+                        "capitalLosses": {
+                          "type": "string"
+                        },
+                        "netIncome": {
+                          "type": "string"
+                        },
+                        "ordinaryExpense": {
+                          "type": "string"
+                        },
+                        "ordinaryIncome": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "consolidated-profit-and-loss",
+                          "type": "string"
+                        },
+                        "totalExpensesAndLosses": {
+                          "type": "string"
+                        },
+                        "totalRevenue": {
+                          "type": "string"
+                        },
+                        "transactionCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalRevenue",
+                        "ordinaryIncome",
+                        "capitalGains",
+                        "totalExpensesAndLosses",
+                        "ordinaryExpense",
+                        "capitalLosses",
+                        "netIncome",
+                        "transactionCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "netWorth": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "balance-sheet",
+                          "type": "string"
+                        },
+                        "totalAssets": {
+                          "type": "string"
+                        },
+                        "totalEquity": {
+                          "type": "string"
+                        },
+                        "totalLiabilities": {
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalAssets",
+                        "totalLiabilities",
+                        "totalEquity",
+                        "netWorth"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "netWorth": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "consolidated-balance-sheet",
+                          "type": "string"
+                        },
+                        "totalAssets": {
+                          "type": "string"
+                        },
+                        "totalEquity": {
+                          "type": "string"
+                        },
+                        "totalLiabilities": {
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalAssets",
+                        "totalLiabilities",
+                        "totalEquity",
+                        "netWorth"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "netIncome": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "income-expense",
+                          "type": "string"
+                        },
+                        "totalExpense": {
+                          "type": "string"
+                        },
+                        "totalIncome": {
+                          "type": "string"
+                        },
+                        "transactionCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalIncome",
+                        "totalExpense",
+                        "netIncome",
+                        "transactionCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "percentGainOrLoss": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "gains-losses",
+                          "type": "string"
+                        },
+                        "totalCostBasis": {
+                          "type": "string"
+                        },
+                        "totalGainOrLoss": {
+                          "type": "string"
+                        },
+                        "totalProceeds": {
+                          "type": "string"
+                        },
+                        "tradeCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalProceeds",
+                        "totalCostBasis",
+                        "totalGainOrLoss",
+                        "percentGainOrLoss",
+                        "tradeCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "accountCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        },
+                        "difference": {
+                          "type": "string"
+                        },
+                        "isBalanced": {
+                          "type": "boolean"
+                        },
+                        "reportType": {
+                          "const": "trial-balance",
+                          "type": "string"
+                        },
+                        "subTotals": {
+                          "additionalProperties": {
+                            "additionalProperties": false,
+                            "properties": {
+                              "credit": {
+                                "type": "string"
+                              },
+                              "debit": {
+                                "type": "string"
+                              }
+                            },
+                            "required": [
+                              "debit",
+                              "credit"
+                            ],
+                            "type": "object"
+                          },
+                          "propertyNames": {
+                            "type": "string"
+                          },
+                          "type": "object"
+                        },
+                        "totalCredits": {
+                          "type": "string"
+                        },
+                        "totalDebits": {
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalDebits",
+                        "totalCredits",
+                        "difference",
+                        "isBalanced",
+                        "accountCount",
+                        "subTotals"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "statement",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "transactions",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "journal-entries",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "cost-basis-ledger",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "payment-requests",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "portfolio-conversion-workbook-template",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    }
+                  ]
+                },
+                "type": {
+                  "const": "full",
+                  "type": "string"
+                }
+              },
+              "required": [
+                "type",
+                "totals"
+              ],
+              "type": "object"
+            },
+            {
+              "additionalProperties": false,
+              "properties": {
+                "rows": {},
+                "totals": {
+                  "oneOf": [
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "capitalGains": {
+                          "type": "string"
+                        },
+                        "capitalLosses": {
+                          "type": "string"
+                        },
+                        "netIncome": {
+                          "type": "string"
+                        },
+                        "ordinaryExpense": {
+                          "type": "string"
+                        },
+                        "ordinaryIncome": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "profit-and-loss",
+                          "type": "string"
+                        },
+                        "totalExpensesAndLosses": {
+                          "type": "string"
+                        },
+                        "totalRevenue": {
+                          "type": "string"
+                        },
+                        "transactionCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalRevenue",
+                        "ordinaryIncome",
+                        "capitalGains",
+                        "totalExpensesAndLosses",
+                        "ordinaryExpense",
+                        "capitalLosses",
+                        "netIncome",
+                        "transactionCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "capitalGains": {
+                          "type": "string"
+                        },
+                        "capitalLosses": {
+                          "type": "string"
+                        },
+                        "netIncome": {
+                          "type": "string"
+                        },
+                        "ordinaryExpense": {
+                          "type": "string"
+                        },
+                        "ordinaryIncome": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "consolidated-profit-and-loss",
+                          "type": "string"
+                        },
+                        "totalExpensesAndLosses": {
+                          "type": "string"
+                        },
+                        "totalRevenue": {
+                          "type": "string"
+                        },
+                        "transactionCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalRevenue",
+                        "ordinaryIncome",
+                        "capitalGains",
+                        "totalExpensesAndLosses",
+                        "ordinaryExpense",
+                        "capitalLosses",
+                        "netIncome",
+                        "transactionCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "netWorth": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "balance-sheet",
+                          "type": "string"
+                        },
+                        "totalAssets": {
+                          "type": "string"
+                        },
+                        "totalEquity": {
+                          "type": "string"
+                        },
+                        "totalLiabilities": {
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalAssets",
+                        "totalLiabilities",
+                        "totalEquity",
+                        "netWorth"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "netWorth": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "consolidated-balance-sheet",
+                          "type": "string"
+                        },
+                        "totalAssets": {
+                          "type": "string"
+                        },
+                        "totalEquity": {
+                          "type": "string"
+                        },
+                        "totalLiabilities": {
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalAssets",
+                        "totalLiabilities",
+                        "totalEquity",
+                        "netWorth"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "netIncome": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "income-expense",
+                          "type": "string"
+                        },
+                        "totalExpense": {
+                          "type": "string"
+                        },
+                        "totalIncome": {
+                          "type": "string"
+                        },
+                        "transactionCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalIncome",
+                        "totalExpense",
+                        "netIncome",
+                        "transactionCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "percentGainOrLoss": {
+                          "type": "string"
+                        },
+                        "reportType": {
+                          "const": "gains-losses",
+                          "type": "string"
+                        },
+                        "totalCostBasis": {
+                          "type": "string"
+                        },
+                        "totalGainOrLoss": {
+                          "type": "string"
+                        },
+                        "totalProceeds": {
+                          "type": "string"
+                        },
+                        "tradeCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalProceeds",
+                        "totalCostBasis",
+                        "totalGainOrLoss",
+                        "percentGainOrLoss",
+                        "tradeCount"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "accountCount": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        },
+                        "difference": {
+                          "type": "string"
+                        },
+                        "isBalanced": {
+                          "type": "boolean"
+                        },
+                        "reportType": {
+                          "const": "trial-balance",
+                          "type": "string"
+                        },
+                        "subTotals": {
+                          "additionalProperties": {
+                            "additionalProperties": false,
+                            "properties": {
+                              "credit": {
+                                "type": "string"
+                              },
+                              "debit": {
+                                "type": "string"
+                              }
+                            },
+                            "required": [
+                              "debit",
+                              "credit"
+                            ],
+                            "type": "object"
+                          },
+                          "propertyNames": {
+                            "type": "string"
+                          },
+                          "type": "object"
+                        },
+                        "totalCredits": {
+                          "type": "string"
+                        },
+                        "totalDebits": {
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType",
+                        "totalDebits",
+                        "totalCredits",
+                        "difference",
+                        "isBalanced",
+                        "accountCount",
+                        "subTotals"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "statement",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "transactions",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "journal-entries",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "cost-basis-ledger",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "payment-requests",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "reportType": {
+                          "const": "portfolio-conversion-workbook-template",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "reportType"
+                      ],
+                      "type": "object"
+                    }
+                  ]
+                },
+                "totalsOnly": {
+                  "type": "boolean"
+                },
+                "type": {
+                  "const": "json",
+                  "type": "string"
+                }
+              },
+              "required": [
+                "type",
+                "rows",
+                "totals"
+              ],
+              "type": "object"
+            }
+          ]
+        }
+      ]
+    },
+    "returnValue": {},
+    "status": {
+      "enum": [
+        "pending",
+        "active",
+        "delayed",
+        "completed",
+        "failed",
+        "processing"
+      ],
+      "type": "string"
+    },
+    "subject": {
+      "additionalProperties": false,
+      "properties": {
+        "commandType": {
+          "type": "string"
+        },
+        "kind": {
+          "const": "portfolio_transaction",
+          "type": "string"
+        },
+        "transactionId": {
+          "type": "string"
+        }
+      },
+      "required": [
+        "kind",
+        "transactionId"
+      ],
+      "type": "object"
+    },
+    "type": {
+      "enum": [
+        "sync",
+        "export",
+        "recompute",
+        "reclassify"
+      ],
+      "type": "string"
+    },
+    "updatedAt": {
+      "format": "date-time",
+      "type": "string"
+    }
+  },
+  "required": [
+    "requestId",
+    "status",
+    "createdAt",
+    "kind"
+  ],
+  "type": "object"
+}

First observedSep 14, 2026

TDQS

A4/5.0

Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnlyHint, idempotentHint, and destructiveHint=false, so the safety profile is covered. The description adds scope context (works for every request kind) but says nothing about polling semantics — whether status is immediately consistent, whether repeated calls are needed, or what a terminal/failed state looks like — which is the behavior an agent most needs for a status tool.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Two sentences with no filler. The core action and its scope lead, and the sibling-disambiguation clause is placed last where it matters least.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

An output schema exists, so return values need not be described. The description covers what the tool does and what identifier drives it, but omits follow-up behavior (re-polling, error/expiry handling) that would fully round out a background-job status check.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so all four parameters including the optional portfolioRef and transactionId are already documented in the schema. The description only restates the requestId's origin, which the schema already notes with examples of queueing calls; it adds no syntax or format detail.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb and resource (check the status of queued background work) and enumerates the covered request kinds — report generation, wallet sync, rule application, transaction change. It also pre-empts a plausible sibling confusion by stating there is no separate report-status tool, so an agent can place it among get_sync_status, request_report_export, and full_resync without opening a schema.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

It clearly says to call it with the requestId returned when work was queued, and asserts it works for every request kind, which is actionable routing guidance. It stops short of explicitly contrasting with the sibling get_sync_status (e.g. when a sync status query is preferable), so no exclusions are named.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

All Tokenbooks - crypto and fiat accounting and payments tools Inspect

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