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Merge payees into one

POST
/payees/merge
curl --request POST \
  --url https://api.tovarifinancial.com/payees/merge \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '{ "keepId": "2489E9AD-2EE2-8E00-8EC9-32D5F69181C0", "sourceIds": [ "2489E9AD-2EE2-8E00-8EC9-32D5F69181C0" ] }'

Authorizations

Section titled “Authorizations”

Parameters

Section titled “Parameters”

Header Parameters

Section titled “Header Parameters”
X-Idempotency-Key
string

Optional idempotency key for safe write retries. Every operation that declares this header reads it. Two cases, told apart per operation: (1) where the operation also documents a 409, replaying this key with a different payload returns 409 IDEMPOTENCY_CONFLICT and replaying it with the same payload returns the original response; (2) where it documents no 409, a replay is reconciled optimistically against a unique key column and answers the original 200.

Request Bodyrequired

Section titled “Request Bodyrequired”
Media typeapplication/json
object
keepId
required
string format: uuid
sourceIds
required
Array<string>
Examplegenerated
{
  "keepId": "2489E9AD-2EE2-8E00-8EC9-32D5F69181C0",
  "sourceIds": [
    "2489E9AD-2EE2-8E00-8EC9-32D5F69181C0"
  ]
}

Responses

Section titled “Responses”

200

Section titled “200”

Merge result

Media typeapplication/json
object
data
required
object
keepId
string
mergedCount
integer
keptPayee
object
id
string format: uuid
name
string
defaultCategoryId
string
nullable
defaultCategorySource

Provenance of defaultCategoryId. ‘user’ is frozen; the rest are upgradeable.

string
nullable
Allowed values: user otb plaid ai
isActive
boolean
nameSource

Provenance of the payee name (migration 058).

string
Allowed values: user system ai
nameConfidence
number
nullable
aiModelId
string
nullable
aiResolvedAt
string format: date-time
nullable
rules
Array<object>
object
id
string
matchType
string
Allowed values: contains exact starts_with
matchValue
string
ruleCount
integer
transactionCount
integer
repointed
object
transactions
required
integer
rules
required
integer
bills
required
integer
mappings
required
integer
stagedRows
required
integer
corrections
required
integer
message
string
requestId
required
string
timestamp
required
string format: date-time
Example
{
  "data": {
    "keptPayee": {
      "defaultCategorySource": "user",
      "nameSource": "user",
      "rules": [
        {
          "matchType": "contains"
        }
      ]
    }
  }
}

400

Section titled “400”

Validation failed — see errorCode / fieldErrors

Media typeapplication/json
object
errorCode
required

Machine-readable error code (AUTH_ERROR_CODES).

string
Allowed values: INVALID_EMAIL_FORMAT USER_ALREADY_EXISTS ORG_NAME_TAKEN INVALID_INVITE_CODE WRONG_PASSWORD USER_NOT_FOUND AUTHENTICATION_FAILED EXPIRED_CODE INVALID_CODE INVALID_PASSWORD VALIDATION_ERROR SIGNUP_FAILED DATABASE_ERROR SERVICE_UNAVAILABLE PLAID_ERROR IDEMPOTENCY_CONFLICT ACCOUNT_ALREADY_LINKED NOT_FOUND
message
required
string
fieldErrors

Optional field-level validation errors, keyed by field name.

object
key
additional properties
Array<string>
requestId
required
string
timestamp
required
string format: date-time
Example
{
  "errorCode": "INVALID_EMAIL_FORMAT"
}

401

Section titled “401”

Missing, invalid, or expired bearer token

Media typeapplication/json
object
errorCode
required

Machine-readable error code (AUTH_ERROR_CODES).

string
Allowed values: INVALID_EMAIL_FORMAT USER_ALREADY_EXISTS ORG_NAME_TAKEN INVALID_INVITE_CODE WRONG_PASSWORD USER_NOT_FOUND AUTHENTICATION_FAILED EXPIRED_CODE INVALID_CODE INVALID_PASSWORD VALIDATION_ERROR SIGNUP_FAILED DATABASE_ERROR SERVICE_UNAVAILABLE PLAID_ERROR IDEMPOTENCY_CONFLICT ACCOUNT_ALREADY_LINKED NOT_FOUND
message
required
string
fieldErrors

Optional field-level validation errors, keyed by field name.

object
key
additional properties
Array<string>
requestId
required
string
timestamp
required
string format: date-time
Example
{
  "errorCode": "INVALID_EMAIL_FORMAT"
}

403

Section titled “403”

Authenticated, but the tenant gate refuses the request until the caller resolves a precondition. errorCode is one of EMAIL_NOT_VERIFIED, POLICY_ACCEPTANCE_REQUIRED, or SUBSCRIPTION_REQUIRED, evaluated in exactly that order (contract term CCR-1: email verification first, then policy acceptance, then subscription — so a subscriber who has merely not re-accepted the current policies always sees POLICY_ACCEPTANCE_REQUIRED). A POLICY_ACCEPTANCE_REQUIRED body additionally carries details.outstanding (the policy versions still to accept) and details.firstAcceptance. The SUBSCRIPTION_REQUIRED arm is INERT unless the server-side BILLING_ENABLED flag is exactly the string true; while it is off, only the first two codes are reachable. Not retryable as sent — resolve the named condition, then resend.

Media typeapplication/json
object
errorCode
required

Which precondition refused the request. Evaluated in this order (CCR-1); SUBSCRIPTION_REQUIRED is unreachable while BILLING_ENABLED is not exactly true.

string
Allowed values: EMAIL_NOT_VERIFIED POLICY_ACCEPTANCE_REQUIRED SUBSCRIPTION_REQUIRED
message
required
string
details
object
outstanding
required

Active policy versions the user has not yet accepted.

Array<object>
object
id
required
string format: uuid
policyType
required
string
version
required
integer
title
required
string
firstAcceptance
required

True when the user has accepted no policy before — the client renders the new-signup screen rather than the re-acceptance one.

boolean
requestId
required
string
timestamp
required
string format: date-time
Example
{
  "errorCode": "EMAIL_NOT_VERIFIED"
}

404

Section titled “404”

Resource not found or not owned by the caller org

Media typeapplication/json
object
errorCode
required

Machine-readable error code (AUTH_ERROR_CODES).

string
Allowed values: INVALID_EMAIL_FORMAT USER_ALREADY_EXISTS ORG_NAME_TAKEN INVALID_INVITE_CODE WRONG_PASSWORD USER_NOT_FOUND AUTHENTICATION_FAILED EXPIRED_CODE INVALID_CODE INVALID_PASSWORD VALIDATION_ERROR SIGNUP_FAILED DATABASE_ERROR SERVICE_UNAVAILABLE PLAID_ERROR IDEMPOTENCY_CONFLICT ACCOUNT_ALREADY_LINKED NOT_FOUND
message
required
string
fieldErrors

Optional field-level validation errors, keyed by field name.

object
key
additional properties
Array<string>
requestId
required
string
timestamp
required
string format: date-time
Example
{
  "errorCode": "INVALID_EMAIL_FORMAT"
}

409

Section titled “409”

Conflict. errorCode is IDEMPOTENCY_CONFLICT when an X-Idempotency-Key was replayed with a different request payload; where the operation instead detects a resource-state conflict it carries that endpoint’s own errorCode (a duplicate name, an import that is no longer committable, an account already linked to a bank connection).

Media typeapplication/json
object
errorCode
required

Machine-readable error code (AUTH_ERROR_CODES).

string
Allowed values: INVALID_EMAIL_FORMAT USER_ALREADY_EXISTS ORG_NAME_TAKEN INVALID_INVITE_CODE WRONG_PASSWORD USER_NOT_FOUND AUTHENTICATION_FAILED EXPIRED_CODE INVALID_CODE INVALID_PASSWORD VALIDATION_ERROR SIGNUP_FAILED DATABASE_ERROR SERVICE_UNAVAILABLE PLAID_ERROR IDEMPOTENCY_CONFLICT ACCOUNT_ALREADY_LINKED NOT_FOUND
message
required
string
fieldErrors

Optional field-level validation errors, keyed by field name.

object
key
additional properties
Array<string>
requestId
required
string
timestamp
required
string format: date-time
Example
{
  "errorCode": "INVALID_EMAIL_FORMAT"
}

500

Section titled “500”

Internal error (no internal detail leaked)

Media typeapplication/json
object
errorCode
required

Machine-readable error code (AUTH_ERROR_CODES).

string
Allowed values: INVALID_EMAIL_FORMAT USER_ALREADY_EXISTS ORG_NAME_TAKEN INVALID_INVITE_CODE WRONG_PASSWORD USER_NOT_FOUND AUTHENTICATION_FAILED EXPIRED_CODE INVALID_CODE INVALID_PASSWORD VALIDATION_ERROR SIGNUP_FAILED DATABASE_ERROR SERVICE_UNAVAILABLE PLAID_ERROR IDEMPOTENCY_CONFLICT ACCOUNT_ALREADY_LINKED NOT_FOUND
message
required
string
fieldErrors

Optional field-level validation errors, keyed by field name.

object
key
additional properties
Array<string>
requestId
required
string
timestamp
required
string format: date-time
Example
{
  "errorCode": "INVALID_EMAIL_FORMAT"
}

503

Section titled “503”

Service temporarily unavailable — errorCode is SERVICE_UNAVAILABLE. A TRANSIENT, RETRYABLE condition rather than a defect in the request: a query that exceeded its time budget, a lost or refused database connection, a saturated connection pool, or an outage at an upstream provider the request depends on (the authentication provider, or the bank data provider on a bank-connection operation). The identical request may succeed on retry — back off briefly and, on a write, resend the same X-Idempotency-Key where the operation accepts one.

Media typeapplication/json
object
errorCode
required

Machine-readable error code (AUTH_ERROR_CODES).

string
Allowed values: INVALID_EMAIL_FORMAT USER_ALREADY_EXISTS ORG_NAME_TAKEN INVALID_INVITE_CODE WRONG_PASSWORD USER_NOT_FOUND AUTHENTICATION_FAILED EXPIRED_CODE INVALID_CODE INVALID_PASSWORD VALIDATION_ERROR SIGNUP_FAILED DATABASE_ERROR SERVICE_UNAVAILABLE PLAID_ERROR IDEMPOTENCY_CONFLICT ACCOUNT_ALREADY_LINKED NOT_FOUND
message
required
string
fieldErrors

Optional field-level validation errors, keyed by field name.

object
key
additional properties
Array<string>
requestId
required
string
timestamp
required
string format: date-time
Example
{
  "errorCode": "INVALID_EMAIL_FORMAT"
}