Mark machine-categorized transactions reviewed by filter

POST/api/v1/transactions/batch/mark-reviewed-by-filter

Mark every unreviewed transaction a machine categorized (bank rule, counterparty rule, merchant pattern, history, AI) that matches a filter as reviewed: by who categorized it, a confidence floor, counterparties, an amount ceiling or a date range. Rows a person categorized, transfers and uncategorized rows are never selected. dry_run returns the count and a sample. The ids-based PATCH /batch/review-status is unchanged.

Operation ID: mark_transactions_reviewed_by_filter·View as markdown·OpenAPI slice

Authentication

Bearer token authentication. Pass your DayZero API token in the Authorization header and the target business UUID in x-business-id.

Request body

Schema: TransactionReviewByFilterRequest

categorized_byarray · string: Who categorized the row (default: any machine layer). rules = a bank rule, counterparty_default = a counterparty rule, merchant = a known merchant pattern, the rest are learned or AI guesses.
min_confidencenumber: Guesses (AI, history, similarity) need a stored confidence at or above this; bank rules, merchant patterns and counterparty defaults are exact matches and always pass.
counterpartiesarray · string: Only these counterparties (case-insensitive exact names).
min_amount_centsinteger: Only rows of at least this absolute amount.
max_amount_centsinteger: Only rows of at most this absolute amount.
date_fromstring · date: Earliest transaction date.
date_tostring · date: Latest transaction date.
limitinteger: Most transactions to mark in one call.
dry_runboolean: Return the count, amount and a sample; change nothing.

Responses

200Successful Response

Schema: SuccessEnvelope_TransactionReviewByFilterResponse_

successboolean
messagestring
codestring
dataTransactionReviewByFilterResponse

400Bad Request - Invalid input

Schema: ErrorResponse

errorstringrequired: Error category: validation_error, unauthorized, forbidden, not_found, conflict, rate_limited, server_error, or service_unavailable.
messagestringrequired: Human-readable explanation, safe to show to end users.
codestringrequired: Stable machine-readable code in CATEGORY_NNN form (e.g. NOT_FOUND_006, AUTH_010, GEN_002).
request_idstring: Correlation id for support requests. Echoes the x-request-id request header when one was supplied.
errorsobject: Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

401Unauthorized - Missing or expired token, an MCP OAuth token used against the REST API, or no access to this business

Schema: ErrorResponse

errorstringrequired: Error category: validation_error, unauthorized, forbidden, not_found, conflict, rate_limited, server_error, or service_unavailable.
messagestringrequired: Human-readable explanation, safe to show to end users.
codestringrequired: Stable machine-readable code in CATEGORY_NNN form (e.g. NOT_FOUND_006, AUTH_010, GEN_002).
request_idstring: Correlation id for support requests. Echoes the x-request-id request header when one was supplied.
errorsobject: Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

403Forbidden - Insufficient permissions

Schema: ErrorResponse

errorstringrequired: Error category: validation_error, unauthorized, forbidden, not_found, conflict, rate_limited, server_error, or service_unavailable.
messagestringrequired: Human-readable explanation, safe to show to end users.
codestringrequired: Stable machine-readable code in CATEGORY_NNN form (e.g. NOT_FOUND_006, AUTH_010, GEN_002).
request_idstring: Correlation id for support requests. Echoes the x-request-id request header when one was supplied.
errorsobject: Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

422Validation Error

Schema: ErrorResponse

errorstringrequired: Error category: validation_error, unauthorized, forbidden, not_found, conflict, rate_limited, server_error, or service_unavailable.
messagestringrequired: Human-readable explanation, safe to show to end users.
codestringrequired: Stable machine-readable code in CATEGORY_NNN form (e.g. NOT_FOUND_006, AUTH_010, GEN_002).
request_idstring: Correlation id for support requests. Echoes the x-request-id request header when one was supplied.
errorsobject: Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

Code samples

POST/api/v1/transactions/batch/mark-reviewed-by-filter

bash

curl -X POST 'https://api.ondayzero.com/api/v1/transactions/batch/mark-reviewed-by-filter' \
  -H 'Authorization: Bearer dz_your_token' \
  -H 'x-business-id: YOUR_BUSINESS_ID' \
  -H 'Content-Type: application/json' \
  -d '{
  "categorized_by": [],
  "min_confidence": 0,
  "counterparties": [],
  "min_amount_cents": 0,
  "max_amount_cents": 0,
  "date_from": "2026-01-01"
}'