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Categorisation ​

Category and category-rule management, implemented in finance.trove.categorisation. Matching is tiered and stops at the first hit: the household's exact-match mappings (rules with match type EXACT, and mappings learned from AI), then its prefix-match mappings (rules with match type PREFIX), then built-in community defaults (CommunityMerchantRegistry), then — only if the transaction owner has enabled their own AI and their privacy tier allows it — a call through finance.trove.ai to that member's own configured endpoint, and finally the Uncategorised system category. Confident AI answers are learned back as mappings. Nothing is called by default; see AI Coach.

MethodPathPurpose
GET/POST/v1/categoriesList / create categories
PUT/DELETE/v1/categories/{id}Replace / remove a household category (system categories are read-only)
GET/POST/v1/categories/rulesList / create category rules
PUT/DELETE/v1/categories/rules/{id}Replace / remove a rule
POST/v1/categories/rules/reorderSet rule priority (breaks ties between prefix rules of equal specificity)
POST/v1/categories/rules/dry-runShow what the rule tiers (this household's mappings, then the community defaults, then Uncategorised) would categorise a merchant as, without saving; the AI tier is not consulted

Full schemas: openapi/trove-core.yaml, tag Categories.

Released under the AGPL-3.0-or-later License.