05-10-2026-027

{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/01 Unprocessed/FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/02 Processing/FergusonEnterprisesLLC_INV-2023372_test.pdf"
}

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-10-2026-027-INV-001",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3534",
  "make_trace_id": "make-20260510_023045_819",
  "output_tokens": "486",
  "bill_import_id": "bill_5860fa7e893e4d22b8a14e8b60a041cf",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "claude_message_id": "msg_01MUPHCa22PCc1E7AWdsPeYt"
}

{
  "found": true,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": "alias_1e2f326fecee46f5b955324a2e70975d",
  "vendor_id": "vendor_15ec102255844f479fc29f8cb9362b73",
  "process_key": "05-10-2026-027-INV-001",
  "vendor_name": "Ferguson Enterprises LLC",
  "make_trace_id": "make-20260510_023045_819",
  "bill_import_id": "bill_5860fa7e893e4d22b8a14e8b60a041cf",
  "canonical_name": "Ferguson Enterprises LLC",
  "category_count": 2,
  "invoice_number": "2023372",
  "category_options": [
    {
      "name": "Building Materials",
      "notes": null,
      "expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
      "fully_qualified_name": "Building Materials",
      "quickbooks_account_id": "1150040000",
      "vendor_expense_category_id": "vec_dcd4a73cb5a64d3d9b963502d36833b2"
    },
    {
      "name": "Purchases",
      "notes": "Added to exercise multi-category category selection in Make. Claude should choose based on invoice line items and vendor notes.",
      "expense_category_id": "cmoxqtzei0004hjx2z00a1q1n",
      "fully_qualified_name": "Purchases",
      "quickbooks_account_id": "QBO-ACCT-6400",
      "vendor_expense_category_id": "vec_3a57237e9ff54e8c946f7b6d2cc604e2"
    }
  ],
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "expense_category_id": null,
  "normalized_alias_key": "ferguson enterprises llc",
  "quickbooks_vendor_id": "6",
  "default_expense_account": null
}

{
  "message": "Claude selected an expense category from allowed portal options.",
  "process_key": "05-10-2026-027-INV-001",
  "vendor_name": "Ferguson Enterprises LLC",
  "category_name": "Building Materials",
  "make_trace_id": "make-20260510_023045_819",
  "bill_import_id": "bill_5860fa7e893e4d22b8a14e8b60a041cf",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "selection_payload": {
    "reason": "This Ferguson Enterprises invoice is tied to a specific construction project (4432 Derrymoor CT - Bonderud) and includes a built-in refrigerator (CCY LF 36 Classic French Door Refrigerator) and a built-in dishwasher (CCY BI Pare DW SS 24), both of which are appliance fixtures being supplied for a job site. Per the vendor-specific notes, Ferguson invoices for construction materials, fixtures, and job materials should be categorized as Building Materials. These are project-specific fixture installations, not general resale purchases.",
    "confidence": 0.92,
    "selected_expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
    "selected_expense_category_name": "Building Materials"
  },
  "expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
  "quickbooks_account_id": "1150040000"
}

{
  "path": "multi_category_direct",
  "message": "QuickBooks lookup completed before create-or-duplicate routing.",
  "process_key": "05-10-2026-027-INV-001",
  "vendor_name": "Ferguson Enterprises LLC",
  "make_trace_id": "make-20260510_023045_819",
  "bill_import_id": "bill_5860fa7e893e4d22b8a14e8b60a041cf",
  "invoice_number": "2023372",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "quickbooks_vendor_id": "6",
  "quickbooks_account_id": "1150040000",
  "existing_quickbooks_bill_id": null
}

{
  "path": "multi_category_direct",
  "message": "QuickBooks Bill created from invoice import.",
  "process_key": "05-10-2026-027-INV-001",
  "make_trace_id": "make-20260510_023045_819",
  "bill_import_id": "bill_5860fa7e893e4d22b8a14e8b60a041cf",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "quickbooks_bill_id": "204",
  "quickbooks_payload": {
    "path": "multi_category_direct",
    "total": "13227",
    "doc_number": "2023372",
    "vendor_ref": "6",
    "account_ref": "1150040000",
    "quickbooks_bill_id": "204"
  }
}

{
  "path": "multi_category_direct",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-10-2026-027-INV-001",
  "make_trace_id": "make-20260510_023045_819",
  "bill_import_id": "bill_5860fa7e893e4d22b8a14e8b60a041cf",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "attachment_payload": {
    "path": "multi_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "204"
  },
  "quickbooks_bill_id": "204"
}

{
  "path": "multi_category_direct",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-10-2026-027-INV-001",
  "make_trace_id": "make-20260510_023045_819",
  "bill_import_id": "bill_5860fa7e893e4d22b8a14e8b60a041cf",
  "final_file_name": "FergusonEnterprisesLLC_INV-2023372.pdf",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "quickbooks_bill_id": "204"
}

{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "CuttingEdge_INV-15709_test.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/01 Unprocessed/CuttingEdge_INV-15709_test.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/02 Processing/CuttingEdge_INV-15709_test.pdf"
}

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-10-2026-027-INV-002",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3030",
  "make_trace_id": "make-20260510_023045_819",
  "output_tokens": "398",
  "bill_import_id": "bill_3e5fc24e69d1427d8dd95a49c1c1afdb",
  "source_file_name": "CuttingEdge_INV-15709_test.pdf",
  "claude_message_id": "msg_01358kE4zf8TFTWFavx3Rayn"
}

{
  "found": true,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": "alias_833ec0f9d087464683364c79c4596767",
  "vendor_id": "vendor_f0e14f05ab56487c8d1e736810cc972f",
  "process_key": "05-10-2026-027-INV-002",
  "vendor_name": "Cutting Edge Inc.",
  "make_trace_id": "make-20260510_023045_819",
  "bill_import_id": "bill_3e5fc24e69d1427d8dd95a49c1c1afdb",
  "canonical_name": "Cutting Edge",
  "category_count": 1,
  "invoice_number": "15709",
  "category_options": [
    {
      "name": "Building Materials",
      "notes": null,
      "expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
      "fully_qualified_name": "Building Materials",
      "quickbooks_account_id": "1150040000",
      "vendor_expense_category_id": "vec_5b8fe8205cbb40218bafdc034cfdabf0"
    }
  ],
  "source_file_name": "CuttingEdge_INV-15709_test.pdf",
  "category_selection": {
    "method": "single_assignable_category",
    "reason": "Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.",
    "confidence": 1,
    "category_name": "Building Materials",
    "expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
    "quickbooks_account_id": "1150040000",
    "selected_expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
    "selected_expense_category_name": "Building Materials"
  },
  "expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
  "normalized_alias_key": "cutting edge inc",
  "quickbooks_vendor_id": "29",
  "default_expense_account": "Building Materials"
}

{
  "path": "single_category_direct",
  "message": "QuickBooks lookup completed before create-or-duplicate routing.",
  "process_key": "05-10-2026-027-INV-002",
  "vendor_name": "Cutting Edge",
  "make_trace_id": "make-20260510_023045_819",
  "bill_import_id": "bill_3e5fc24e69d1427d8dd95a49c1c1afdb",
  "invoice_number": "15709",
  "source_file_name": "CuttingEdge_INV-15709_test.pdf",
  "quickbooks_vendor_id": "29",
  "quickbooks_account_id": "1150040000",
  "existing_quickbooks_bill_id": null
}

{
  "path": "single_category_direct",
  "message": "QuickBooks Bill created from invoice import.",
  "process_key": "05-10-2026-027-INV-002",
  "make_trace_id": "make-20260510_023045_819",
  "bill_import_id": "bill_3e5fc24e69d1427d8dd95a49c1c1afdb",
  "source_file_name": "CuttingEdge_INV-15709_test.pdf",
  "quickbooks_bill_id": "205",
  "quickbooks_payload": {
    "path": "single_category_direct",
    "total": "900",
    "doc_number": "15709",
    "vendor_ref": "29",
    "account_ref": "1150040000",
    "quickbooks_bill_id": "205"
  }
}

{
  "path": "single_category_direct",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-10-2026-027-INV-002",
  "make_trace_id": "make-20260510_023045_819",
  "bill_import_id": "bill_3e5fc24e69d1427d8dd95a49c1c1afdb",
  "source_file_name": "CuttingEdge_INV-15709_test.pdf",
  "attachment_payload": {
    "path": "single_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "205"
  },
  "quickbooks_bill_id": "205"
}

{
  "path": "single_category_direct",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-10-2026-027-INV-002",
  "make_trace_id": "make-20260510_023045_819",
  "bill_import_id": "bill_3e5fc24e69d1427d8dd95a49c1c1afdb",
  "final_file_name": "CuttingEdge_INV-15709.pdf",
  "source_file_name": "CuttingEdge_INV-15709_test.pdf",
  "quickbooks_bill_id": "205"
}