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TREK/wiki/Admin-Categories.md
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Maurice 7da0080557 docs(wiki): bring the wiki in line with 4.0.0 (#2034)
* docs(wiki): correct the install and operations pages for 4.0.0

Quick Start passed docker an empty ENCRYPTION_KEY: an assignment prefix is not
expanded on the same command line, so the server silently generated its own key
instead of taking the one the page told you to set. The tag examples pinned to
the 3.x line, the documented tmpfs size did not match the shipped compose file,
and several .env values were described as reaching the container when compose
never interpolates them.

* docs(wiki): match the MCP reference to the registered surface

The scope table was missing the whole Collections group and the totals said 27
scopes across 13 groups where the code registers 29 across 14. The Cloudflare
link on the setup page pointed at an anchor on its own page instead of the
heading on Troubleshooting.

* docs(wiki): correct the plugin and admin pages

Three links to Plugin-Development carried a .md suffix, which does not resolve on
the wiki. The admin pages described tabs, permissions and storage behaviour that
had moved on.

* docs(wiki): bring the feature pages back in line with the app

Costs still documented the old panel, where categories could be added, renamed,
reordered and deleted; they are fixed now and the panel is a day-grouped ledger
with settlements. Trip sharing, journeys, maps, packing, reservations and the
account pages had all drifted in the same way.

* docs(wiki): cover the pages the first pass did not reach

The MCP catalog listed 168 of the 201 registered tools; the settlement tools and
rate_place were missing here and the Collections family from the addon page.
Several resource rows claimed a trips:* scope where the handler asks for
trips:read.

* docs(wiki): tighten the corrections a review picked apart

The audit-log resource is the row id, not the credential id; an admin password
reset does not bump password_version the way the page implied; and a few of the
new paragraphs described behaviour more confidently than the code supports.

* docs(wiki): fix what a last read-through caught

Costs shows every figure in your display currency, not the trip's, and an
expense with no payer still counts against the members it is split between.
Studio's cutoff is a 1024px viewport rather than phones alone, and the
Integrations tab is gated on the providers an admin has configured.

* docs(wiki): the last few the review caught

A passkey satisfies the MFA policy everywhere except the WebSocket handshake,
which still asks for TOTP, so a passkey-only account under that policy gets no
live updates. Mobile optimizes a day from two places, not three. The ctx.db row
carried an unescaped pipe that split the table, and the Backups table linked
with a wiki link whose pipe did the same.
2026-08-25 12:36:52 +02:00

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Markdown

# Admin — Categories
The **Personalization** tab → **Categories** section lets you manage global place categories. Categories are shared across all trips and all users on the instance.
![Category Manager](assets/CategoryManager.png)
## What categories are
A category is a label consisting of a name, a color, and an icon. Users assign categories to places when creating or editing a place. Categories appear:
- In the place form's category selector
- As colored chips on place cards
- In the places filter panel
- As the color of a place's map marker, and in the marker's hover popup
## Creating a category
Click **New Category** (top-right of the category section). A form appears inline:
1. **Name** — required. Free-text label for the category.
2. **Icon** — a scrollable grid of ~47 curated Lucide icons (Pin, Hotel, Restaurant, Transport, Nature, etc.). Click any icon to select it. The default icon is `MapPin`.
3. **Color** — 12 preset color swatches plus a custom color picker (pipette button). The default color is `#6366f1` (indigo). The 12 presets are:
`#6366f1` · `#8b5cf6` · `#ec4899` · `#ef4444` · `#f97316` · `#f59e0b` · `#10b981` · `#06b6d4` · `#3b82f6` · `#84cc16` · `#6b7280` · `#1f2937`
4. A **live preview** chip shows how the category will appear to users as you make selections.
Click **Create** to save.
## Editing a category
Click the pencil icon on any category row. The same form appears in-place with the existing values pre-filled. Change any field and click **Update**.
## Deleting a category
Click the trash icon on a category row and confirm. Deletion sets `category_id` to `NULL` on any places that had the category assigned — the places themselves are not affected, they become uncategorized.
## List ordering
Categories are always displayed in alphabetical order by name. There is no manual reordering.
## Related pages
- [Places-and-Search](Places-and-Search)
- [Admin-Panel-Overview](Admin-Panel-Overview)