05-11-2026-014

{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "CuttingEdge_INV-15709.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/CuttingEdge_INV-15709.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/CuttingEdge_INV-15709.pdf"
}

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-014-INV-001",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3030",
  "make_trace_id": "make-20260511_113003_374",
  "output_tokens": "392",
  "bill_import_id": "bill_4b5081c0eac742bcaa7af115691bd27c",
  "source_file_name": "CuttingEdge_INV-15709.pdf",
  "claude_message_id": "msg_01YDKcx27zYMbw3oM4wQvF2m"
}

{
  "found": true,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": "alias_833ec0f9d087464683364c79c4596767",
  "vendor_id": "vendor_f0e14f05ab56487c8d1e736810cc972f",
  "process_key": "05-11-2026-014-INV-001",
  "vendor_name": "Cutting Edge Inc.",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_4b5081c0eac742bcaa7af115691bd27c",
  "canonical_name": "Cutting Edge",
  "category_count": 1,
  "invoice_number": "15709",
  "category_options": [
    {
      "name": "Painting",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Painting (4).",
      "expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d",
      "fully_qualified_name": "Building Services:Painting",
      "quickbooks_account_id": "134",
      "vendor_expense_category_id": "cmp1bb1ld005413pfkfkbagz8"
    }
  ],
  "source_file_name": "CuttingEdge_INV-15709.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": "Painting",
    "expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d",
    "quickbooks_account_id": "134",
    "selected_expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d",
    "selected_expense_category_name": "Painting"
  },
  "expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d",
  "normalized_alias_key": "cutting edge inc",
  "quickbooks_vendor_id": "29",
  "default_expense_account": "Painting",
  "missing_category_options": false
}

{
  "path": "single_category_direct",
  "message": "QuickBooks lookup completed before create-or-duplicate routing.",
  "process_key": "05-11-2026-014-INV-001",
  "vendor_name": "Cutting Edge",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_4b5081c0eac742bcaa7af115691bd27c",
  "invoice_number": "15709",
  "source_file_name": "CuttingEdge_INV-15709.pdf",
  "quickbooks_vendor_id": "29",
  "quickbooks_account_id": "134",
  "existing_quickbooks_bill_id": null
}

{
  "path": "single_category_direct",
  "message": "QuickBooks Bill created from invoice import.",
  "process_key": "05-11-2026-014-INV-001",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_4b5081c0eac742bcaa7af115691bd27c",
  "source_file_name": "CuttingEdge_INV-15709.pdf",
  "quickbooks_bill_id": "236",
  "quickbooks_payload": {
    "path": "single_category_direct",
    "total": "900",
    "doc_number": "15709",
    "vendor_ref": "29",
    "account_ref": "134",
    "quickbooks_bill_id": "236"
  },
  "quickbooks_account_id": "134",
  "resolved_expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d"
}

{
  "path": "single_category_direct",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-11-2026-014-INV-001",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_4b5081c0eac742bcaa7af115691bd27c",
  "source_file_name": "CuttingEdge_INV-15709.pdf",
  "attachment_payload": {
    "path": "single_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "236"
  },
  "quickbooks_bill_id": "236"
}

{
  "path": "single_category_direct",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-11-2026-014-INV-001",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_4b5081c0eac742bcaa7af115691bd27c",
  "final_file_name": "CuttingEdge_INV-15709.pdf",
  "source_file_name": "CuttingEdge_INV-15709.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/qppkxne3p3o8ln281droe/CuttingEdge_INV-15709.pdf?rlkey=1b3aot9nmcrb1p85jq8ygoj75&dl=0",
  "quickbooks_bill_id": "236"
}

{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/FergusonEnterprisesLLC_INV-2023372.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/FergusonEnterprisesLLC_INV-2023372.pdf"
}

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-014-INV-002",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3534",
  "make_trace_id": "make-20260511_113003_374",
  "output_tokens": "489",
  "bill_import_id": "bill_1bcdf5cf654745aa9159528e7c41e5b9",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372.pdf",
  "claude_message_id": "msg_01UBojzMXNsLnDT1tRJc9AYu"
}

{
  "found": true,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": "alias_1e2f326fecee46f5b955324a2e70975d",
  "vendor_id": "vendor_15ec102255844f479fc29f8cb9362b73",
  "process_key": "05-11-2026-014-INV-002",
  "vendor_name": "Ferguson Enterprises LLC",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_1bcdf5cf654745aa9159528e7c41e5b9",
  "canonical_name": "Ferguson Enterprises LLC",
  "category_count": 2,
  "invoice_number": "2023372",
  "category_options": [
    {
      "name": "Appliances",
      "notes": "Mapped from JKath historical QuickBooks export: Building Materials:Appliances (52).",
      "expense_category_id": "cat_6815fb48c53f4221ad0130eaa34c6238",
      "fully_qualified_name": "Building Materials:Appliances",
      "quickbooks_account_id": "104",
      "vendor_expense_category_id": "cmp1baudl001213pfmu17sj8z"
    },
    {
      "name": "Plumbing",
      "notes": "Mapped from JKath historical QuickBooks export: Building Materials:Plumbing (100).",
      "expense_category_id": "cat_173f2c1a36d74231bf0b9d9c755c7b0d",
      "fully_qualified_name": "Building Materials:Plumbing",
      "quickbooks_account_id": "113",
      "vendor_expense_category_id": "cmp1baug5001413pfbfb4fs2m"
    }
  ],
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372.pdf",
  "expense_category_id": null,
  "normalized_alias_key": "ferguson enterprises llc",
  "quickbooks_vendor_id": "6",
  "default_expense_account": null,
  "missing_category_options": false
}

{
  "message": "Claude selected an expense category from allowed portal options.",
  "process_key": "05-11-2026-014-INV-002",
  "vendor_name": "Ferguson Enterprises LLC",
  "category_name": "Appliances",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_1bcdf5cf654745aa9159528e7c41e5b9",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372.pdf",
  "selection_payload": {
    "reason": "Both line items are clearly appliances: a Classic French Door Refrigerator (SCL3650UFDO) and a Built-In Dishwasher (CDW2451). These match the Appliances category (mapped from Building Materials:Appliances in QuickBooks). Although Ferguson vendor notes indicate Building Materials for construction/plumbing supplies, the specific sub-category of Appliances is the correct and more precise match for refrigerators and dishwashers over the Plumbing category.",
    "confidence": 0.99,
    "selected_expense_category_id": "cat_6815fb48c53f4221ad0130eaa34c6238",
    "selected_expense_category_name": "Appliances"
  },
  "expense_category_id": "cat_6815fb48c53f4221ad0130eaa34c6238",
  "quickbooks_account_id": "104"
}

{
  "path": "multi_category_direct",
  "message": "QuickBooks lookup completed before create-or-duplicate routing.",
  "process_key": "05-11-2026-014-INV-002",
  "vendor_name": "Ferguson Enterprises LLC",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_1bcdf5cf654745aa9159528e7c41e5b9",
  "invoice_number": "2023372",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372.pdf",
  "quickbooks_vendor_id": "6",
  "quickbooks_account_id": "104",
  "existing_quickbooks_bill_id": null
}

{
  "path": "multi_category_direct",
  "message": "QuickBooks Bill created from invoice import.",
  "process_key": "05-11-2026-014-INV-002",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_1bcdf5cf654745aa9159528e7c41e5b9",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372.pdf",
  "quickbooks_bill_id": "237",
  "quickbooks_payload": {
    "path": "multi_category_direct",
    "total": "13227",
    "doc_number": "2023372",
    "vendor_ref": "6",
    "account_ref": "104",
    "quickbooks_bill_id": "237"
  },
  "quickbooks_account_id": "104",
  "resolved_expense_category_id": "cat_6815fb48c53f4221ad0130eaa34c6238"
}

{
  "path": "multi_category_direct",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-11-2026-014-INV-002",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_1bcdf5cf654745aa9159528e7c41e5b9",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372.pdf",
  "attachment_payload": {
    "path": "multi_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "237"
  },
  "quickbooks_bill_id": "237"
}

{
  "path": "multi_category_direct",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-11-2026-014-INV-002",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_1bcdf5cf654745aa9159528e7c41e5b9",
  "final_file_name": "FergusonEnterprisesLLC_INV-2023372.pdf",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/mqimpq2v3cyi9crmw4j0l/FergusonEnterprisesLLC_INV-2023372.pdf?rlkey=2442mivjpz6xjuxp93j9iwhku&dl=0",
  "quickbooks_bill_id": "237"
}

{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "RichelieuAmericaLtd_INV-P202932.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/RichelieuAmericaLtd_INV-P202932.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/RichelieuAmericaLtd_INV-P202932.pdf"
}

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-014-INV-003",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3174",
  "make_trace_id": "make-20260511_113003_374",
  "output_tokens": "395",
  "bill_import_id": "bill_daf59bf2470948f982daa852a5f0a0bf",
  "source_file_name": "RichelieuAmericaLtd_INV-P202932.pdf",
  "claude_message_id": "msg_01WtGN24XQeebiBShVwuiFWM"
}

{
  "found": true,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": "alias_917a23e267804b8f89bcb620c7404f3f",
  "vendor_id": "vend_42ffe59420044a478769ff2b1ae5f2e0",
  "process_key": "05-11-2026-014-INV-003",
  "vendor_name": "Richelieu America",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_daf59bf2470948f982daa852a5f0a0bf",
  "canonical_name": "Richelieu America Ltd",
  "category_count": 3,
  "invoice_number": "P202932",
  "category_options": [
    {
      "name": "Accessories",
      "notes": "Mapped from JKath historical QuickBooks export: Building Materials:Accessories (1).",
      "expense_category_id": "cat_803a993fa8c7497d82397548a7148b17",
      "fully_qualified_name": "Building Materials:Accessories",
      "quickbooks_account_id": "103",
      "vendor_expense_category_id": "cmp1batgz000i13pfluyh5qes"
    },
    {
      "name": "Cabinet Materials",
      "notes": "Mapped from JKath historical QuickBooks export: Building Materials:Cabinet Materials (11).",
      "expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
      "fully_qualified_name": "Building Materials:Cabinet Materials",
      "quickbooks_account_id": "105",
      "vendor_expense_category_id": "cmp1batjh000k13pfg260awt7"
    },
    {
      "name": "Tools",
      "notes": "Mapped from JKath historical QuickBooks export: Building Materials:Tools (23).",
      "expense_category_id": "cat_b6774fca4dc2443c919a6c6a3e2bfadc",
      "fully_qualified_name": "Building Materials:Tools",
      "quickbooks_account_id": "116",
      "vendor_expense_category_id": "cmp1batly000m13pffzwozqmk"
    }
  ],
  "source_file_name": "RichelieuAmericaLtd_INV-P202932.pdf",
  "expense_category_id": null,
  "normalized_alias_key": "richelieu america",
  "quickbooks_vendor_id": "89",
  "default_expense_account": null,
  "missing_category_options": false
}

{
  "message": "Claude selected an expense category from allowed portal options.",
  "process_key": "05-11-2026-014-INV-003",
  "vendor_name": "Richelieu America Ltd",
  "category_name": "Accessories",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_daf59bf2470948f982daa852a5f0a0bf",
  "source_file_name": "RichelieuAmericaLtd_INV-P202932.pdf",
  "selection_payload": {
    "reason": "The line item is a round rod (ROUND.ROD 14G.1-5/16 X8' ORB) from Richelieu America, a hardware and cabinet accessories supplier. This item is a closet rod/hanging rod, which is a closet accessory hardware component rather than a primary cabinet material or a tool. Richelieu is well known for supplying cabinet and closet accessories, and a closet rod fits the 'Accessories' category (mapped from Building Materials:Accessories) more precisely than Cabinet Materials or Tools.",
    "confidence": 0.82,
    "selected_expense_category_id": "cat_803a993fa8c7497d82397548a7148b17",
    "selected_expense_category_name": "Accessories"
  },
  "expense_category_id": "cat_803a993fa8c7497d82397548a7148b17",
  "quickbooks_account_id": "103"
}

{
  "path": "multi_category_direct",
  "message": "QuickBooks lookup completed before create-or-duplicate routing.",
  "process_key": "05-11-2026-014-INV-003",
  "vendor_name": "Richelieu America Ltd",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_daf59bf2470948f982daa852a5f0a0bf",
  "invoice_number": "P202932",
  "source_file_name": "RichelieuAmericaLtd_INV-P202932.pdf",
  "quickbooks_vendor_id": "89",
  "quickbooks_account_id": "103",
  "existing_quickbooks_bill_id": null
}

{
  "path": "multi_category_direct",
  "message": "QuickBooks Bill created from invoice import.",
  "process_key": "05-11-2026-014-INV-003",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_daf59bf2470948f982daa852a5f0a0bf",
  "source_file_name": "RichelieuAmericaLtd_INV-P202932.pdf",
  "quickbooks_bill_id": "238",
  "quickbooks_payload": {
    "path": "multi_category_direct",
    "total": "116.52",
    "doc_number": "P202932",
    "vendor_ref": "89",
    "account_ref": "103",
    "quickbooks_bill_id": "238"
  },
  "quickbooks_account_id": "103",
  "resolved_expense_category_id": "cat_803a993fa8c7497d82397548a7148b17"
}

{
  "path": "multi_category_direct",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-11-2026-014-INV-003",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_daf59bf2470948f982daa852a5f0a0bf",
  "source_file_name": "RichelieuAmericaLtd_INV-P202932.pdf",
  "attachment_payload": {
    "path": "multi_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "238"
  },
  "quickbooks_bill_id": "238"
}

{
  "path": "multi_category_direct",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-11-2026-014-INV-003",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_daf59bf2470948f982daa852a5f0a0bf",
  "final_file_name": "RichelieuAmericaLtd_INV-P202932.pdf",
  "source_file_name": "RichelieuAmericaLtd_INV-P202932.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/ynr9ykkot78vu9lv9q0jh/RichelieuAmericaLtd_INV-P202932.pdf?rlkey=fa7lrtjrijp6qgpndxgyla5fk&dl=0",
  "quickbooks_bill_id": "238"
}

{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "DLMPlumbing_INV-2028.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/DLMPlumbing_INV-2028.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/DLMPlumbing_INV-2028.pdf"
}

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-014-INV-004",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3004",
  "make_trace_id": "make-20260511_113003_374",
  "output_tokens": "383",
  "bill_import_id": "bill_0b79656bbafc45e7bc8e90a7b63e379b",
  "source_file_name": "DLMPlumbing_INV-2028.pdf",
  "claude_message_id": "msg_01ADzvV5LW8X7nUS5YHghqDs"
}

{
  "found": true,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": "alias_46f2641117bd4272a26bb9af561884d4",
  "vendor_id": "vend_32904b9a2da2434fb34f07c541e1995a",
  "process_key": "05-11-2026-014-INV-004",
  "vendor_name": "DLM Plumbing",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_0b79656bbafc45e7bc8e90a7b63e379b",
  "canonical_name": "DLM Plumbing",
  "category_count": 2,
  "invoice_number": "2028",
  "category_options": [
    {
      "name": "Plumbing",
      "notes": "Mapped from JKath historical QuickBooks export: Building Materials:Plumbing (1).",
      "expense_category_id": "cat_173f2c1a36d74231bf0b9d9c755c7b0d",
      "fully_qualified_name": "Building Materials:Plumbing",
      "quickbooks_account_id": "113",
      "vendor_expense_category_id": "cmp1bax1s002m13pfs5gclly7"
    },
    {
      "name": "Plumbing",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Plumbing (35).",
      "expense_category_id": "cat_f04b0af5b00a42c3a31351bad4d75f5d",
      "fully_qualified_name": "Building Services:Plumbing",
      "quickbooks_account_id": "136",
      "vendor_expense_category_id": "cmp1bax47002o13pfimzofqof"
    }
  ],
  "source_file_name": "DLMPlumbing_INV-2028.pdf",
  "expense_category_id": null,
  "normalized_alias_key": "dlm plumbing",
  "quickbooks_vendor_id": "19",
  "default_expense_account": null,
  "missing_category_options": false
}

{
  "message": "Claude selected an expense category from allowed portal options.",
  "process_key": "05-11-2026-014-INV-004",
  "vendor_name": "DLM Plumbing",
  "category_name": "Plumbing",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_0b79656bbafc45e7bc8e90a7b63e379b",
  "source_file_name": "DLMPlumbing_INV-2028.pdf",
  "selection_payload": {
    "reason": "The invoice from DLM Plumbing covers plumbing rough-in work and inspection services (labor and materials combined) for the Hidden Creek Trail project. The line item describes a bid for 'materials and services provided,' indicating this is primarily a service/labor engagement rather than a materials-only purchase. Category cat_f04b0af5b00a42c3a31351bad4d75f5d (quickbooks_account_id=136, mapped from 'Building Services:Plumbing' with 35 historical transactions) is the stronger match over cat_173f2c1a36d74231bf0b9d9c755c7b0d (quickbooks_account_id=113, mapped from 'Building Materials:Plumbing' with only 1 historical transaction), as the invoice reflects a contractor service engagement inclusive of labor, not a standalone materials purchase.",
    "confidence": 0.82,
    "selected_expense_category_id": "cat_f04b0af5b00a42c3a31351bad4d75f5d",
    "selected_expense_category_name": "Plumbing"
  },
  "expense_category_id": "cat_f04b0af5b00a42c3a31351bad4d75f5d",
  "quickbooks_account_id": "136"
}

{
  "path": "multi_category_direct",
  "message": "QuickBooks lookup completed before create-or-duplicate routing.",
  "process_key": "05-11-2026-014-INV-004",
  "vendor_name": "DLM Plumbing",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_0b79656bbafc45e7bc8e90a7b63e379b",
  "invoice_number": "2028",
  "source_file_name": "DLMPlumbing_INV-2028.pdf",
  "quickbooks_vendor_id": "19",
  "quickbooks_account_id": "136",
  "existing_quickbooks_bill_id": null
}

{
  "path": "multi_category_direct",
  "message": "QuickBooks Bill created from invoice import.",
  "process_key": "05-11-2026-014-INV-004",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_0b79656bbafc45e7bc8e90a7b63e379b",
  "source_file_name": "DLMPlumbing_INV-2028.pdf",
  "quickbooks_bill_id": "239",
  "quickbooks_payload": {
    "path": "multi_category_direct",
    "total": "3674.5",
    "doc_number": "2028",
    "vendor_ref": "19",
    "account_ref": "136",
    "quickbooks_bill_id": "239"
  },
  "quickbooks_account_id": "136",
  "resolved_expense_category_id": "cat_f04b0af5b00a42c3a31351bad4d75f5d"
}

{
  "path": "multi_category_direct",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-11-2026-014-INV-004",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_0b79656bbafc45e7bc8e90a7b63e379b",
  "source_file_name": "DLMPlumbing_INV-2028.pdf",
  "attachment_payload": {
    "path": "multi_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "239"
  },
  "quickbooks_bill_id": "239"
}

{
  "path": "multi_category_direct",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-11-2026-014-INV-004",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_0b79656bbafc45e7bc8e90a7b63e379b",
  "final_file_name": "DLMPlumbing_INV-2028.pdf",
  "source_file_name": "DLMPlumbing_INV-2028.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/yxyuouom42ixg5fzxw6m9/DLMPlumbing_INV-2028.pdf?rlkey=kgmnzygevjg46eq99ht617z41&dl=0",
  "quickbooks_bill_id": "239"
}

{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/TheBrandsatRabbitCreek_INV-10947.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/TheBrandsatRabbitCreek_INV-10947.pdf"
}

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-014-INV-005",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "4943",
  "make_trace_id": "make-20260511_113003_374",
  "output_tokens": "695",
  "bill_import_id": "bill_4326c79140ce436ab83aa627ca0c453f",
  "source_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
  "claude_message_id": "msg_012wEPnBNsKfd7uK9mfdEoGK"
}

{
  "found": true,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": "alias_9c46512b0ff84fbc968c9638e67896ff",
  "vendor_id": "vend_3b6497ef80064fe786570a68637d21fd",
  "process_key": "05-11-2026-014-INV-005",
  "vendor_name": "The Brands at Rabbit Creek",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_4326c79140ce436ab83aa627ca0c453f",
  "canonical_name": "The Brands at Rabbit Creek",
  "category_count": 1,
  "invoice_number": "10947",
  "category_options": [
    {
      "name": "Lighting",
      "notes": "Mapped from JKath historical QuickBooks export: Building Materials:Lighting (23).",
      "expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
      "fully_qualified_name": "Building Materials:Lighting",
      "quickbooks_account_id": "110",
      "vendor_expense_category_id": "cmp1bawns002e13pf9bu7vqmk"
    }
  ],
  "source_file_name": "TheBrandsatRabbitCreek_INV-10947.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": "Lighting",
    "expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
    "quickbooks_account_id": "110",
    "selected_expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
    "selected_expense_category_name": "Lighting"
  },
  "expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
  "normalized_alias_key": "the brands at rabbit creek",
  "quickbooks_vendor_id": "84",
  "default_expense_account": "Lighting",
  "missing_category_options": false
}

{
  "path": "single_category_direct",
  "message": "QuickBooks lookup completed before create-or-duplicate routing.",
  "process_key": "05-11-2026-014-INV-005",
  "vendor_name": "The Brands at Rabbit Creek",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_4326c79140ce436ab83aa627ca0c453f",
  "invoice_number": "10947",
  "source_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
  "quickbooks_vendor_id": "84",
  "quickbooks_account_id": "110",
  "existing_quickbooks_bill_id": null
}

{
  "path": "single_category_direct",
  "message": "QuickBooks Bill created from invoice import.",
  "process_key": "05-11-2026-014-INV-005",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_4326c79140ce436ab83aa627ca0c453f",
  "source_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
  "quickbooks_bill_id": "240",
  "quickbooks_payload": {
    "path": "single_category_direct",
    "total": "3065",
    "doc_number": "10947",
    "vendor_ref": "84",
    "account_ref": "110",
    "quickbooks_bill_id": "240"
  },
  "quickbooks_account_id": "110",
  "resolved_expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c"
}

{
  "path": "single_category_direct",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-11-2026-014-INV-005",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_4326c79140ce436ab83aa627ca0c453f",
  "source_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
  "attachment_payload": {
    "path": "single_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "240"
  },
  "quickbooks_bill_id": "240"
}

{
  "path": "single_category_direct",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-11-2026-014-INV-005",
  "make_trace_id": "make-20260511_113003_374",
  "bill_import_id": "bill_4326c79140ce436ab83aa627ca0c453f",
  "final_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
  "source_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/vlkq8n5gh8qcnpbigmmnv/TheBrandsatRabbitCreek_INV-10947.pdf?rlkey=d6oz5id5t740zhb0i1d0xg13z&dl=0",
  "quickbooks_bill_id": "240"
}