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.
| Method | Path | Purpose |
|---|---|---|
GET/POST | /v1/categories | List / create categories |
PUT/DELETE | /v1/categories/{id} | Replace / remove a household category (system categories are read-only) |
GET/POST | /v1/categories/rules | List / create category rules |
PUT/DELETE | /v1/categories/rules/{id} | Replace / remove a rule |
POST | /v1/categories/rules/reorder | Set rule priority (breaks ties between prefix rules of equal specificity) |
POST | /v1/categories/rules/dry-run | Show 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.