Transaction programs: attach, categorize, reconcile

Transaction.attach

Attach matches a receipt File to a card Transaction, or flags the Transaction when no receipt arrives in time. Verb page.

Text

do: return await $.Transaction.attach(input)

Inputs

Input	Type	Required	Description
`transaction`	Transaction	required	The card Transaction.
`file`	File		The receipt; empty to match from the Startup’s Mailboxes.

Returns

Output	Type	Required	Description
`transaction`	Transaction	required	The Transaction with its receipt.

Refuses when

Check	Error	Fix	Then call
The key is valid, but its scopes do not allow this operation.	`forbidden`	Use a key whose scopes cover the operation, or ask an owner of the namespace to grant them.	None.

Example

JSON

{
  "name": "do",
  "arguments": {
    "code": "return await $.Transaction.attach({ transaction: 'txn_XoxtZe3CQI' })"
  }
}

Categorize codes a Transaction to an account in the chart by the Startup’s Policy and flags a low-confidence code for review. Verb page.

Text

do: return await $.Transaction.categorize(input)

Inputs

Input	Type	Required	Description
`transaction`	Transaction	required	The Transaction to code.
`account`	`string`		The account code to use in place of the Policy’s choice.

Returns

Output	Type	Required	Description
`transaction`	Transaction	required	The coded Transaction.
`account`	`string`	required	The account code it was coded to.
`confidence`	`number`	required	How sure the code is, from 0 to 1.

Refuses when

Check	Error	Fix	Then call
The key is valid, but its scopes do not allow this operation.	`forbidden`	Use a key whose scopes cover the operation, or ask an owner of the namespace to grant them.	None.

Example

JSON

{
  "name": "do",
  "arguments": {
    "code": "return await $.Transaction.categorize({ transaction: 'txn_XoxtZe3CQI' })"
  }
}

Reconcile matches a Transaction on a payment rail to the ledger Entries it settles. Verb page.

Text

do: return await $.Transaction.reconcile(input)

Inputs

Input	Type	Required	Description
`transaction`	Transaction	required	The Transaction to match.

Returns

Output	Type	Required	Description
`transaction`	Transaction	required	The reconciled Transaction.

Refuses when

Check	Error	Fix	Then call
The key is valid, but its scopes do not allow this operation.	`forbidden`	Use a key whose scopes cover the operation, or ask an owner of the namespace to grant them.	None.
The record is not in a state that allows this Verb, so the call is refused.	`refused`	Read the record, run the Verb that moves it to an allowed state, then retry.	None.

Example

JSON

{
  "name": "do",
  "arguments": {
    "code": "return await $.Transaction.reconcile({ transaction: 'txn_XoxtZe3CQI' })"
  }
}