Categorize Transaction
transaction_categorize_transactionIdempotent
Set a transaction's category by taxonomy option code (e.g. "ai-products", "meals", "cloud-hosting"). Applies to the sign-appropriate detail field (income vs expense) and the umbrella category automatically. Find valid codes via field tools (list options of the income-category / expense-category fields). The booking is recorded as Lovie Agent's proposal and changes nothing until the person accepts it, so tell them it is waiting for their review. Returns proposal_id, the proposal waiting for them.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| companyId | Yes | UUID value wrapper. | |
| transactionId | Yes | UUID value wrapper. | |
| categoryOptionCode | No |
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| undoId | No | ||
| optionPath | No | ||
| proposalId | No | ||
| reportedWarning | No |