05-11-2026-004

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

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-004-INV-001",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3534",
  "make_trace_id": "make-20260510_221207_029",
  "output_tokens": "460",
  "bill_import_id": "bill_27b2b30631434cb08abdfa216c1d6109",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_DUPLICATE-BILL.pdf",
  "claude_message_id": "msg_01YUBi4hCWJU3k4NUb7QKSqP"
}

{
  "found": true,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": "alias_1e2f326fecee46f5b955324a2e70975d",
  "vendor_id": "vendor_15ec102255844f479fc29f8cb9362b73",
  "process_key": "05-11-2026-004-INV-001",
  "vendor_name": "Ferguson Enterprises LLC",
  "make_trace_id": "make-20260510_221207_029",
  "bill_import_id": "bill_27b2b30631434cb08abdfa216c1d6109",
  "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_DUPLICATE-BILL.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": "05-11-2026-004-INV-001",
  "vendor_name": "Ferguson Enterprises LLC",
  "category_name": "Building Materials",
  "make_trace_id": "make-20260510_221207_029",
  "bill_import_id": "bill_27b2b30631434cb08abdfa216c1d6109",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_DUPLICATE-BILL.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. Although the line items are appliances (a French door refrigerator and a dishwasher) rather than traditional plumbing or construction materials, they are tied to a specific project (Bonderud - 4432 Derrymoor Ct), indicating these are job-site materials being installed as part of a construction or renovation project. Per the Ferguson vendor notes, Building Materials is the correct category for construction/job materials, and Purchases is reserved for general resale or non-project invoices. Since this invoice is clearly project-specific, Building Materials is the appropriate selection.",
    "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": "05-11-2026-004-INV-001",
  "vendor_name": "Ferguson Enterprises LLC",
  "make_trace_id": "make-20260510_221207_029",
  "bill_import_id": "bill_27b2b30631434cb08abdfa216c1d6109",
  "invoice_number": "2023372",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_DUPLICATE-BILL.pdf",
  "quickbooks_vendor_id": "6",
  "quickbooks_account_id": "1150040000",
  "existing_quickbooks_bill_id": "212"
}

{
  "path": "multi_category_direct_duplicate",
  "message": "Duplicate QuickBooks Bill found; no new Bill was created.",
  "process_key": "05-11-2026-004-INV-001",
  "make_trace_id": "make-20260510_221207_029",
  "bill_import_id": "bill_27b2b30631434cb08abdfa216c1d6109",
  "final_file_name": "FergusonEnterprisesLLC_INV-2023372_DUPLICATE-BILL.pdf",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_DUPLICATE-BILL.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/l4qwbhvl4wll52juaxvw7/FergusonEnterprisesLLC_INV-2023372_DUPLICATE-BILL.pdf?rlkey=btn4t4szsfdxol6euostmhfx2&dl=0",
  "quickbooks_payload": {
    "path": "multi_category_direct_duplicate",
    "invoice_number": "2023372",
    "existing_quickbooks_bill_id": "212"
  },
  "existing_quickbooks_bill_id": "212"
}

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

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-004-INV-002",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3030",
  "make_trace_id": "make-20260510_221207_029",
  "output_tokens": "378",
  "bill_import_id": "bill_7671456761994294aaebe0a9f7f85b28",
  "source_file_name": "CuttingEdge_INV-15709_DUPLICATE-BILL.pdf",
  "claude_message_id": "msg_01AgPFFXnqYSJoBYsNKJ2rEX"
}

{
  "found": true,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": "alias_833ec0f9d087464683364c79c4596767",
  "vendor_id": "vendor_f0e14f05ab56487c8d1e736810cc972f",
  "process_key": "05-11-2026-004-INV-002",
  "vendor_name": "Cutting Edge Inc.",
  "make_trace_id": "make-20260510_221207_029",
  "bill_import_id": "bill_7671456761994294aaebe0a9f7f85b28",
  "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_DUPLICATE-BILL.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": "05-11-2026-004-INV-002",
  "vendor_name": "Cutting Edge",
  "make_trace_id": "make-20260510_221207_029",
  "bill_import_id": "bill_7671456761994294aaebe0a9f7f85b28",
  "invoice_number": "15709",
  "source_file_name": "CuttingEdge_INV-15709_DUPLICATE-BILL.pdf",
  "quickbooks_vendor_id": "29",
  "quickbooks_account_id": "1150040000",
  "existing_quickbooks_bill_id": "213"
}

{
  "path": "single_category_direct_duplicate",
  "message": "Duplicate QuickBooks Bill found; no new Bill was created.",
  "process_key": "05-11-2026-004-INV-002",
  "make_trace_id": "make-20260510_221207_029",
  "bill_import_id": "bill_7671456761994294aaebe0a9f7f85b28",
  "final_file_name": "CuttingEdge_INV-15709_DUPLICATE-BILL.pdf",
  "source_file_name": "CuttingEdge_INV-15709_DUPLICATE-BILL.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/ezw9afv8xbi2n6cgagqp5/CuttingEdge_INV-15709_DUPLICATE-BILL.pdf?rlkey=vdwtfu6vnkt0tyb9ec4d9318i&dl=0",
  "quickbooks_payload": {
    "path": "single_category_direct_duplicate",
    "invoice_number": "15709",
    "existing_quickbooks_bill_id": "213"
  },
  "existing_quickbooks_bill_id": "213"
}

{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "test-invoice-err-1001_VALIDATION-FAILED.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/01 Unprocessed/test-invoice-err-1001_VALIDATION-FAILED.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/02 Processing/test-invoice-err-1001_VALIDATION-FAILED.pdf"
}

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-004-INV-003",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "2792",
  "make_trace_id": "make-20260510_221207_029",
  "output_tokens": "317",
  "bill_import_id": "bill_6167b9ebfe2c45cd97925ba595ce47b9",
  "source_file_name": "test-invoice-err-1001_VALIDATION-FAILED.pdf",
  "claude_message_id": "msg_01LbAu177Cp5sreARvDU4W3C"
}

{
  "total": "125",
  "message": "Validation failed; moved file to error folder.",
  "process_key": "05-11-2026-004-INV-003",
  "vendor_name": "",
  "invoice_date": "2026-05-10",
  "make_trace_id": "make-20260510_221207_029",
  "bill_import_id": "bill_6167b9ebfe2c45cd97925ba595ce47b9",
  "invoice_number": "ERR-1001",
  "final_file_name": "test-invoice-err-1001_VALIDATION-FAILED.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/04 Error/test-invoice-err-1001_VALIDATION-FAILED.pdf",
  "source_file_name": "test-invoice-err-1001_VALIDATION-FAILED.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/01 Unprocessed/test-invoice-err-1001_VALIDATION-FAILED.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/17e2cxzhlsxcohvr2icqg/test-invoice-err-1001_VALIDATION-FAILED.pdf?rlkey=zy2lqkladostyew5iwms9o03x&dl=0",
  "validation_details": "Missing vendor name.",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/02 Processing/test-invoice-err-1001_VALIDATION-FAILED.pdf"
}

{
  "message": "Unsupported file type claimed before moving to error folder.",
  "source_file_name": "Hello world.docx",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/01 Unprocessed/Hello world.docx",
  "supported_file_types": "pdf"
}

{
  "path": "unsupported_file_type",
  "status": "FAILED",
  "details": "Unsupported file type. Only PDF invoice files are currently supported.",
  "message": "Unsupported file type moved to error folder.",
  "outcome": "unsupported_file_type",
  "process_key": "05-11-2026-004-INV-004",
  "make_trace_id": "make-20260510_221207_029",
  "bill_import_id": "bill_8eb06aa5754e448b949b9aede3aa3e71",
  "final_file_name": "Hello world.docx",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/04 Error/Hello world.docx",
  "source_file_name": "Hello world.docx",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/01 Unprocessed/Hello world.docx",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/4w8cn8s40i1o0z8wok70q/Hello-world.docx?rlkey=ah2f0sdz4tqbfq7oixa0b7vkf&dl=0",
  "supported_file_types": "pdf"
}

{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "Industrial Lumber Invoice_68735-00.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/01 Unprocessed/Industrial Lumber Invoice_68735-00.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/02 Processing/Industrial Lumber Invoice_68735-00.pdf"
}

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-004-INV-005",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3497",
  "make_trace_id": "make-20260510_221207_029",
  "output_tokens": "917",
  "bill_import_id": "bill_3d42f7b4e8e24887936aaacb2a7454a2",
  "source_file_name": "Industrial Lumber Invoice_68735-00.pdf",
  "claude_message_id": "msg_015dADw35KCJoPtVLCY6Ro3F"
}

{
  "found": false,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": null,
  "vendor_id": null,
  "process_key": "05-11-2026-004-INV-005",
  "vendor_name": "Industrial Lumber & Plywood",
  "make_trace_id": "make-20260510_221207_029",
  "bill_import_id": "bill_3d42f7b4e8e24887936aaacb2a7454a2",
  "canonical_name": null,
  "category_count": 0,
  "invoice_number": "68735-00",
  "category_options": [],
  "source_file_name": "Industrial Lumber Invoice_68735-00.pdf",
  "expense_category_id": null,
  "normalized_alias_key": "industrial lumber and plywood",
  "quickbooks_vendor_id": null,
  "default_expense_account": null
}

{
  "run_id": "run_0670fa35262d499b8311c21777cb2b73",
  "source": "mark_bill_import_run_failed",
  "run_key": "05-11-2026-004",
  "recorded_at": "2026-05-13T00:37:56.8914+00:00"
}

{
  "run_id": "run_0670fa35262d499b8311c21777cb2b73",
  "source": "mark_bill_import_run_failed",
  "run_key": "05-11-2026-004",
  "recorded_at": "2026-05-13T00:37:56.8914+00:00"
}