05-11-2026-002

{
  "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": "05-11-2026-002-INV-001",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3534",
  "make_trace_id": "make-20260510_203524_415",
  "output_tokens": "476",
  "bill_import_id": "bill_c6ff189cb3fb41a88c365ec52f68981a",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "claude_message_id": "msg_01NMhA7EdMEj8srWmfdJ2SKM"
}

{
  "found": true,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": "alias_1e2f326fecee46f5b955324a2e70975d",
  "vendor_id": "vendor_15ec102255844f479fc29f8cb9362b73",
  "process_key": "05-11-2026-002-INV-001",
  "vendor_name": "Ferguson Enterprises LLC",
  "make_trace_id": "make-20260510_203524_415",
  "bill_import_id": "bill_c6ff189cb3fb41a88c365ec52f68981a",
  "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": "05-11-2026-002-INV-001",
  "vendor_name": "Ferguson Enterprises LLC",
  "category_name": "Building Materials",
  "make_trace_id": "make-20260510_203524_415",
  "bill_import_id": "bill_c6ff189cb3fb41a88c365ec52f68981a",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "selection_payload": {
    "reason": "Ferguson Enterprises LLC is a construction supply vendor, and the vendor-specific notes direct Building Materials for job materials on project invoices. This invoice is tied to a specific project (Bonderud - 4432 Derrymoor Ct), and the line items — a French Door Refrigerator and a built-in dishwasher — are appliances being installed as part of a construction or renovation project. Per the Ferguson vendor notes, job materials on project invoices should be categorized as Building Materials rather than Purchases. Confidence is slightly reduced because appliances are not traditional construction materials (pipes, valves, fixtures), but the project context and vendor guidance support Building Materials.",
    "confidence": 0.82,
    "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": "05-11-2026-002-INV-001",
  "vendor_name": "Ferguson Enterprises LLC",
  "make_trace_id": "make-20260510_203524_415",
  "bill_import_id": "bill_c6ff189cb3fb41a88c365ec52f68981a",
  "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": "05-11-2026-002-INV-001",
  "make_trace_id": "make-20260510_203524_415",
  "bill_import_id": "bill_c6ff189cb3fb41a88c365ec52f68981a",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "quickbooks_bill_id": "212",
  "quickbooks_payload": {
    "path": "multi_category_direct",
    "total": "13227",
    "doc_number": "2023372",
    "vendor_ref": "6",
    "account_ref": "1150040000",
    "quickbooks_bill_id": "212"
  }
}

{
  "path": "multi_category_direct",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-11-2026-002-INV-001",
  "make_trace_id": "make-20260510_203524_415",
  "bill_import_id": "bill_c6ff189cb3fb41a88c365ec52f68981a",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "attachment_payload": {
    "path": "multi_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "212"
  },
  "quickbooks_bill_id": "212"
}

{
  "path": "multi_category_direct",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-11-2026-002-INV-001",
  "make_trace_id": "make-20260510_203524_415",
  "bill_import_id": "bill_c6ff189cb3fb41a88c365ec52f68981a",
  "final_file_name": "FergusonEnterprisesLLC_INV-2023372.pdf",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/l4qwbhvl4wll52juaxvw7/FergusonEnterprisesLLC_INV-2023372.pdf?rlkey=c7dpf1hflhr7q2ysrg78dj7vc&dl=0",
  "quickbooks_bill_id": "212"
}

{
  "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": "05-11-2026-002-INV-002",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3030",
  "make_trace_id": "make-20260510_203524_415",
  "output_tokens": "396",
  "bill_import_id": "bill_95e73fd3b2d14f80ae1a5ef55dd434c5",
  "source_file_name": "CuttingEdge_INV-15709_test.pdf",
  "claude_message_id": "msg_01NtRF38jBUtWwFkDPqVhcEz"
}

{
  "found": true,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": "alias_833ec0f9d087464683364c79c4596767",
  "vendor_id": "vendor_f0e14f05ab56487c8d1e736810cc972f",
  "process_key": "05-11-2026-002-INV-002",
  "vendor_name": "Cutting Edge Inc.",
  "make_trace_id": "make-20260510_203524_415",
  "bill_import_id": "bill_95e73fd3b2d14f80ae1a5ef55dd434c5",
  "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": "05-11-2026-002-INV-002",
  "vendor_name": "Cutting Edge",
  "make_trace_id": "make-20260510_203524_415",
  "bill_import_id": "bill_95e73fd3b2d14f80ae1a5ef55dd434c5",
  "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": "05-11-2026-002-INV-002",
  "make_trace_id": "make-20260510_203524_415",
  "bill_import_id": "bill_95e73fd3b2d14f80ae1a5ef55dd434c5",
  "source_file_name": "CuttingEdge_INV-15709_test.pdf",
  "quickbooks_bill_id": "213",
  "quickbooks_payload": {
    "path": "single_category_direct",
    "total": "900",
    "doc_number": "15709",
    "vendor_ref": "29",
    "account_ref": "1150040000",
    "quickbooks_bill_id": "213"
  }
}

{
  "path": "single_category_direct",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-11-2026-002-INV-002",
  "make_trace_id": "make-20260510_203524_415",
  "bill_import_id": "bill_95e73fd3b2d14f80ae1a5ef55dd434c5",
  "source_file_name": "CuttingEdge_INV-15709_test.pdf",
  "attachment_payload": {
    "path": "single_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "213"
  },
  "quickbooks_bill_id": "213"
}

{
  "path": "single_category_direct",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-11-2026-002-INV-002",
  "make_trace_id": "make-20260510_203524_415",
  "bill_import_id": "bill_95e73fd3b2d14f80ae1a5ef55dd434c5",
  "final_file_name": "CuttingEdge_INV-15709.pdf",
  "source_file_name": "CuttingEdge_INV-15709_test.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/ezw9afv8xbi2n6cgagqp5/CuttingEdge_INV-15709.pdf?rlkey=b0ry8t2y571497wbw1j2rjtgo&dl=0",
  "quickbooks_bill_id": "213"
}