refactor: Rename 'recategorize' to 'edit_category' for consistency

Renamed throughout codebase for consistency with edit_merchant:
- action_recategorize → action_edit_category
- All method names, docstrings, and comments updated
- All tests updated
- Binding already changed to 'c' key in previous commit

Consistent naming: edit_merchant and edit_category.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>

Author: wesm

moneyflow/app.py

@@ -135,7 +135,7 @@ class MoneyflowApp(App):
         Binding("right", "next_period", "→ Next", show=True),
         # Editing
         Binding("m", "edit_merchant", "Edit Merchant", show=False),
-        Binding("c", "recategorize", "Recategorize", show=False),
+        Binding("c", "edit_category", "Edit Category", show=False),
         Binding("d", "delete_transaction", "Delete", show=False),
         Binding("h", "toggle_hide_from_reports", "Hide/Unhide", show=False),
         Binding("i", "show_transaction_details", "Info", show=False),
@@ -1070,33 +1070,33 @@ async def _edit_merchant_detail(self) -> None:
                 if saved_cursor_row < table.row_count:
                     table.move_cursor(row=saved_cursor_row)
 
-    def action_recategorize(self) -> None:
+    def action_edit_category(self) -> None:
         """Change category for current selection (works in aggregate and detail views)."""
 
         logger = get_logger(__name__)
 
         if self.data_manager is None:
             return
 
-        logger.debug(f"action_recategorize called, view_mode={self.state.view_mode}")
+        logger.debug(f"action_edit_category called, view_mode={self.state.view_mode}")
 
         # Check if in aggregate view (MERCHANT, CATEGORY or GROUP) or detail view
         if self.state.view_mode in [ViewMode.MERCHANT, ViewMode.CATEGORY, ViewMode.GROUP]:
-            logger.debug("Calling _bulk_recategorize_from_aggregate()")
-            # Aggregate view - recategorize all transactions for this merchant/category/group
-            self.run_worker(self._bulk_recategorize_from_aggregate(), exclusive=False)
+            logger.debug("Calling _bulk_edit_category_from_aggregate()")
+            # Aggregate view - edit_category all transactions for this merchant/category/group
+            self.run_worker(self._bulk_edit_category_from_aggregate(), exclusive=False)
         else:
             logger.debug(
-                f"Calling _recategorize() - view_mode {self.state.view_mode} not in aggregate views"
+                f"Calling _edit_category() - view_mode {self.state.view_mode} not in aggregate views"
             )
-            # Detail view - recategorize selected transaction(s)
-            self.run_worker(self._recategorize(), exclusive=False)
+            # Detail view - edit_category selected transaction(s)
+            self.run_worker(self._edit_category(), exclusive=False)
 
-    async def _bulk_recategorize_from_aggregate(self) -> None:
-        """Recategorize all transactions in selected merchant/category/group."""
+    async def _bulk_edit_category_from_aggregate(self) -> None:
+        """Edit Category all transactions in selected merchant/category/group."""
         logger = get_logger(__name__)
 
-        logger.debug(f"_bulk_recategorize_from_aggregate called, view_mode={self.state.view_mode}")
+        logger.debug(f"_bulk_edit_category_from_aggregate called, view_mode={self.state.view_mode}")
 
         if self.state.current_data is None:
             logger.warning("current_data is None, returning")
@@ -1151,12 +1151,12 @@ async def _bulk_recategorize_from_aggregate(self) -> None:
         # Show success notification
         new_cat_name = self.data_manager.categories.get(new_category_id, {}).get("name", "Unknown")
         self.notify(
-            f"Queued {count} transactions from {field_name} to recategorize to {new_cat_name}. Press w to commit.",
+            f"Queued {count} transactions from {field_name} to edit_category to {new_cat_name}. Press w to commit.",
             timeout=3,
         )
         self.refresh_view()
 
-    async def _recategorize(self) -> None:
+    async def _edit_category(self) -> None:
         """Show category selection and apply (for detail view)."""
         if self.state.current_data is None:
             return
@@ -1171,7 +1171,7 @@ async def _recategorize(self) -> None:
 
             # Check if multi-select is active
             if len(self.state.selected_ids) > 0:
-                # Multi-select recategorize
+                # Multi-select edit_category
                 num_selected = len(self.state.selected_ids)
 
                 # Show category selection (no transaction details for bulk)
@@ -1198,7 +1198,7 @@ async def _recategorize(self) -> None:
                     )
                     self.refresh_view()
             else:
-                # Single transaction recategorize
+                # Single transaction edit_category
                 # Pass transaction details for context
                 txn_details = {
                     "date": row_data.get("date"),
@@ -1230,7 +1230,7 @@ async def _recategorize(self) -> None:
                     if saved_cursor_row < table.row_count:
                         table.move_cursor(row=saved_cursor_row)
         else:
-            self.notify("Recategorize only works in transaction detail view", timeout=2)
+            self.notify("Edit Category only works in transaction detail view", timeout=2)
 
     def action_toggle_hide_from_reports(self) -> None:
         """Toggle hide from reports flag for current transaction(s)."""

moneyflow/demo_data_generator.py

@@ -60,7 +60,7 @@ def _create_categories(self) -> List[Dict]:
         Create comprehensive category list including all categories from CATEGORY_GROUPS.
 
         This provides the full set of categories available when using Monarch Money,
-        making the demo experience realistic. Users can recategorize transactions
+        making the demo experience realistic. Users can edit_category transactions
         to any category they would have in the real app.
 
         We start with hardcoded IDs for categories used in transaction generation
@@ -512,7 +512,7 @@ def _generate_amazon(self, month: int) -> List[Dict]:
             name = random.choice(amazon_names)
             amount = -random.uniform(15, 250)
 
-            # Sometimes miscategorized (should be recategorized in demo)
+            # Sometimes miscategorized (should be edit_categoryd in demo)
             category = random.choice(
                 [
                     "cat_amazon",

moneyflow/keybindings.py

@@ -46,7 +46,7 @@ class KeyBinding:
     # Transaction Actions
     KeyBinding("i", "show_info", "Show transaction info/details", "Actions"),
     KeyBinding("m", "edit_merchant", "Edit merchant name", "Actions"),
-    KeyBinding("r", "recategorize", "Change category", "Actions"),
+    KeyBinding("r", "edit_category", "Change category", "Actions"),
     KeyBinding("h", "toggle_hide", "Toggle hide from reports", "Actions"),
     KeyBinding("d", "delete", "Delete transaction (with confirmation)", "Actions"),
     KeyBinding("space", "toggle_select", "Multi-select for bulk operations", "Actions"),

moneyflow/notification_helper.py

@@ -113,19 +113,19 @@ def category_changed() -> NotificationTuple:
         return ("Category changed. Press w to review and commit.", "information", 2)
 
     @staticmethod
-    def bulk_recategorize_queued(count: int, old_cat: str, new_cat: str) -> NotificationTuple:
+    def bulk_edit_category_queued(count: int, old_cat: str, new_cat: str) -> NotificationTuple:
         """Bulk recategorization queued."""
         return (
-            f"Queued {count} transactions to recategorize: {old_cat} → {new_cat}. Press w to commit.",
+            f"Queued {count} transactions to edit_category: {old_cat} → {new_cat}. Press w to commit.",
             "information",
             3,
         )
 
     @staticmethod
-    def bulk_recategorize_from_group(count: int, group: str, new_cat: str) -> NotificationTuple:
+    def bulk_edit_category_from_group(count: int, group: str, new_cat: str) -> NotificationTuple:
         """Bulk recategorization from group queued."""
         return (
-            f"Queued {count} transactions from {group} to recategorize to {new_cat}. Press w to commit.",
+            f"Queued {count} transactions from {group} to edit_category to {new_cat}. Press w to commit.",
             "information",
             3,
         )

tests/test_app_controller.py

@@ -291,7 +291,7 @@ async def test_merchant_view_hints(self, controller, mock_view):
         assert "bulk" in hints.lower()
 
     async def test_category_view_hints(self, controller, mock_view):
-        """Category view should show recategorize hint."""
+        """Category view should show edit_category hint."""
         controller.state.view_mode = ViewMode.CATEGORY
 
         controller.refresh_view()

tests/test_commit_orchestrator.py

@@ -476,7 +476,7 @@ def mock_apply_groups(df): return df
         assert updated.filter(pl.col("id") == "txn3")["merchant"][0] == "Starbucks"  # Unchanged
         assert updated.filter(pl.col("id") == "txn4")["merchant"][0] == "Amazon"
 
-    def test_recategorize_with_group_update(self):
+    def test_edit_category_with_group_update(self):
         """Should handle recategorization with group updates."""
         df = pl.DataFrame({
             "id": ["txn1"],
@@ -535,7 +535,7 @@ def mock_apply_groups(df): return df
         assert updated.filter(pl.col("id") == "txn3")["hideFromReports"][0] is False
 
     def test_complex_workflow_sequence(self):
-        """Test realistic workflow: rename merchant, recategorize, hide."""
+        """Test realistic workflow: rename merchant, edit_category, hide."""
         df = pl.DataFrame({
             "id": ["txn1"],
             "merchant": ["WHOLE FOODS MKT #123"],
@@ -552,7 +552,7 @@ def test_complex_workflow_sequence(self):
         edits = [
             # Step 1: Clean up merchant name
             TransactionEdit("txn1", "merchant", "WHOLE FOODS MKT #123", "Whole Foods", datetime.now()),
-            # Step 2: Recategorize to Groceries
+            # Step 2: Edit Category to Groceries
             TransactionEdit("txn1", "category", "cat_misc", "cat_groceries", datetime.now()),
         ]
 

tests/test_editing.py

@@ -160,7 +160,7 @@ async def test_edit_merchant_detail_view_with_multiselect(self, loaded_data_mana
             updated = mock_mm.get_transaction_by_id(txn_id)
             assert updated["merchant"]["name"] == new_merchant
 
-    async def test_recategorize_transaction(self, loaded_data_manager, mock_mm):
+    async def test_edit_category_transaction(self, loaded_data_manager, mock_mm):
         """Test changing category for a transaction."""
         dm, df, categories, _ = loaded_data_manager
 
@@ -555,7 +555,7 @@ async def test_multiselect_with_some_invalid_transaction_ids(self, data_manager,
         txn_2 = mock_mm.get_transaction_by_id("txn_2")
         assert txn_2["merchant"]["name"] == "New Name"
 
-    async def test_recategorize_with_invalid_category_id(self, loaded_data_manager, mock_mm):
+    async def test_edit_category_with_invalid_category_id(self, loaded_data_manager, mock_mm):
         """Test that recategorizing with invalid category ID fails gracefully."""
         dm, df, _, _ = loaded_data_manager
 

tests/test_notification_helper.py

@@ -125,8 +125,8 @@ def test_category_changed(self):
         assert "Category changed" in msg
         assert "Press w" in msg
 
-    def test_bulk_recategorize_queued(self):
-        msg, severity, timeout = NotificationHelper.bulk_recategorize_queued(
+    def test_bulk_edit_category_queued(self):
+        msg, severity, timeout = NotificationHelper.bulk_edit_category_queued(
             50, "Food & Dining", "Groceries"
         )
         assert "50 transactions" in msg