Add categories parameter to bank statements API and improve README#51
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Add categories parameter to bank statements API and improve README#51
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- Add optional `categories: Optional[List[str]]` parameter to `process_bank_statement_document` and `process_bank_statement_document_url` - Include categories in the POST request body for transaction classification - Add test coverage for the new categories parameter - Rewrite README: add H1 title, TOC, all API sections (bank statements, checks, W-2/W-8/W-9, business cards, any docs, classify), error handling, contributing guide, and fix broken variable references and bare URLs Made-with: Cursor
Made-with: Cursor
Kaevan89
approved these changes
Mar 25, 2026
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Summary
categoriesparameter (List[str]) toprocess_bank_statement_documentandprocess_bank_statement_document_urlfor transaction classificationcategoriesis correctly sent in the POST request bodyTest plan
pytest tests/test_bank_statements.pypasses (all 4 tests including newtest_process_bank_statement_with_categories)categorieslist is included in the POST body when providedcategoriesis omitted (defaults toNone)Made with Cursor