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Lovie Company Formation

Accept Rule Suggestion

transaction_accept_rule_suggestion

Accept a rule suggestion from transaction_get_list_rule_suggestions: saves a categorization rule for that merchant and account as a DRAFT. A draft books nothing and categorizes no transactions until a person approves it on the Rules screen, so tell the user it is a draft awaiting their approval, never that it is live; rule_status in the response confirms it. Accepting the same suggestion again reuses the draft; it fails if the merchant already has a live rule booking to a different account.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyIdYesUUID value wrapper.
conditionsNo
glAccountPathNo
counterpartyIdYesUUID value wrapper.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
ruleIdNo
failuresNo
ruleReusedNo
ruleStatusNo
skippedCountNo
updatedCountNo
closedMonthCountNo

Schema Changelog

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  1. Added

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