05-12-2026-059

{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "Ruiz Copy of 2258 Saint Clair ave St. Paul Mn_VALIDATION-FAILED.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Ruiz Copy of 2258 Saint Clair ave St. Paul Mn_VALIDATION-FAILED.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Ruiz Copy of 2258 Saint Clair ave St. Paul Mn_VALIDATION-FAILED.pdf"
}

{
  "found": true,
  "phase": "early_vendor_resolution",
  "message": "Early vendor lookup before full invoice extraction.",
  "alias_id": "cmp1abgyc0068agtbmw3bk4pz",
  "vendor_id": "vend_b9fde06fd72d49f5adf6384719b37923",
  "process_key": "05-12-2026-059-INV-001",
  "vendor_name": "Ruiz Painting LLC",
  "make_trace_id": "make-20260512_160447_637",
  "bill_import_id": "bill_a2496b03ff114678a52988102d4feed5",
  "canonical_name": "Ruiz Painting LLC",
  "category_count": 3,
  "category_options": [
    {
      "name": "Demolition",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Demolition (1).",
      "expense_category_id": "cat_021f38de79874d818ff5b224551d5f6e",
      "fully_qualified_name": "Building Services:Demolition",
      "quickbooks_account_id": "122",
      "vendor_expense_category_id": "cmp1bazj5004013pffnba5vq3"
    },
    {
      "name": "Drywall & Taping",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Drywall & Taping (28).",
      "expense_category_id": "cat_5fe2c67d22934b5c9db2adf0a6ed8237",
      "fully_qualified_name": "Building Services:Drywall & Taping",
      "quickbooks_account_id": "123",
      "vendor_expense_category_id": "cmp1bazlu004213pfwclbkf9u"
    },
    {
      "name": "Painting",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Painting (13).",
      "expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d",
      "fully_qualified_name": "Building Services:Painting",
      "quickbooks_account_id": "134",
      "vendor_expense_category_id": "cmp1bazoa004413pf5sxkd2jk"
    }
  ],
  "source_file_name": "Ruiz Copy of 2258 Saint Clair ave St. Paul Mn_VALIDATION-FAILED.pdf",
  "expense_category_id": null,
  "normalized_alias_key": "ruiz painting llc",
  "quickbooks_vendor_id": "59",
  "default_expense_account": null,
  "preliminary_vendor_name": "Ruiz Painting LLC",
  "missing_category_options": false,
  "preliminary_vendor_notes": "Vendor name clearly printed at top left of invoice as 'Ruiz painting llc'; normalized to title case with standard LLC suffix.",
  "preliminary_vendor_confidence": "0.97"
}

{
  "total": "1300.00",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-05-21",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-059-INV-001",
  "vendor_name": "Ruiz Painting LLC",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "5150",
  "invoice_date": "2025-04-21",
  "vendor_terms": null,
  "make_trace_id": "make-20260512_160447_637",
  "output_tokens": "555",
  "bill_import_id": "bill_a2496b03ff114678a52988102d4feed5",
  "invoice_number": "rui-042125-1300",
  "vendor_due_date": null,
  "source_file_name": "Ruiz Copy of 2258 Saint Clair ave St. Paul Mn_VALIDATION-FAILED.pdf",
  "claude_message_id": "msg_01UFr7herADDhhJ65R2BSVwT",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1
}

{
  "found": true,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": "cmp1abgyc0068agtbmw3bk4pz",
  "vendor_id": "vend_b9fde06fd72d49f5adf6384719b37923",
  "process_key": "05-12-2026-059-INV-001",
  "vendor_name": "Ruiz Painting LLC",
  "make_trace_id": "make-20260512_160447_637",
  "bill_import_id": "bill_a2496b03ff114678a52988102d4feed5",
  "canonical_name": "Ruiz Painting LLC",
  "category_count": 3,
  "invoice_number": "rui-042125-1300",
  "category_options": [
    {
      "name": "Demolition",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Demolition (1).",
      "expense_category_id": "cat_021f38de79874d818ff5b224551d5f6e",
      "fully_qualified_name": "Building Services:Demolition",
      "quickbooks_account_id": "122",
      "vendor_expense_category_id": "cmp1bazj5004013pffnba5vq3"
    },
    {
      "name": "Drywall & Taping",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Drywall & Taping (28).",
      "expense_category_id": "cat_5fe2c67d22934b5c9db2adf0a6ed8237",
      "fully_qualified_name": "Building Services:Drywall & Taping",
      "quickbooks_account_id": "123",
      "vendor_expense_category_id": "cmp1bazlu004213pfwclbkf9u"
    },
    {
      "name": "Painting",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Painting (13).",
      "expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d",
      "fully_qualified_name": "Building Services:Painting",
      "quickbooks_account_id": "134",
      "vendor_expense_category_id": "cmp1bazoa004413pf5sxkd2jk"
    }
  ],
  "source_file_name": "Ruiz Copy of 2258 Saint Clair ave St. Paul Mn_VALIDATION-FAILED.pdf",
  "expense_category_id": null,
  "normalized_alias_key": "ruiz painting llc",
  "quickbooks_vendor_id": "59",
  "default_expense_account": null,
  "missing_category_options": false
}

{
  "message": "Claude selected an expense category from allowed portal options.",
  "process_key": "05-12-2026-059-INV-001",
  "vendor_name": "Ruiz Painting LLC",
  "category_name": "Painting",
  "make_trace_id": "make-20260512_160447_637",
  "bill_import_id": "bill_a2496b03ff114678a52988102d4feed5",
  "source_file_name": "Ruiz Copy of 2258 Saint Clair ave St. Paul Mn_VALIDATION-FAILED.pdf",
  "selection_payload": {
    "reason": "The single line item description contains multiple scopes of work including drywall repair, taping/floating/sanding, priming, and painting. While drywall work is present, the vendor is 'Ruiz Painting LLC' and the description culminates in painting tasks (ceiling 2 coats, wall affected area 2 coats), suggesting painting is the primary trade. The drywall work described appears incidental/preparatory (small repairs, skim coat) rather than a standalone drywall scope. Painting is the best single-category fit given the vendor identity and the overall nature of the work.",
    "confidence": 0.72,
    "selected_expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d",
    "selected_expense_category_name": "Painting"
  },
  "expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d",
  "quickbooks_account_id": "134"
}

{
  "path": "multi_category_direct",
  "message": "QuickBooks lookup completed before create-or-duplicate routing.",
  "process_key": "05-12-2026-059-INV-001",
  "vendor_name": "Ruiz Painting LLC",
  "make_trace_id": "make-20260512_160447_637",
  "bill_import_id": "bill_a2496b03ff114678a52988102d4feed5",
  "invoice_number": "rui-042125-1300",
  "source_file_name": "Ruiz Copy of 2258 Saint Clair ave St. Paul Mn_VALIDATION-FAILED.pdf",
  "quickbooks_vendor_id": "59",
  "quickbooks_account_id": "134",
  "existing_quickbooks_bill_id": null
}

{
  "path": "multi_category_direct",
  "message": "QuickBooks Bill created from invoice import.",
  "process_key": "05-12-2026-059-INV-001",
  "make_trace_id": "make-20260512_160447_637",
  "bill_import_id": "bill_a2496b03ff114678a52988102d4feed5",
  "source_file_name": "Ruiz Copy of 2258 Saint Clair ave St. Paul Mn_VALIDATION-FAILED.pdf",
  "quickbooks_bill_id": "422",
  "quickbooks_payload": {
    "path": "multi_category_direct",
    "total": "1300.00",
    "due_date": "2025-05-21",
    "doc_number": "rui-042125-1300",
    "vendor_ref": "59",
    "account_ref": "134",
    "jkath_terms": "Net 30",
    "vendor_terms": "",
    "quickbooks_bill_id": "422"
  },
  "quickbooks_account_id": "134",
  "resolved_expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d"
}

{
  "path": "multi_category_direct",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-12-2026-059-INV-001",
  "make_trace_id": "make-20260512_160447_637",
  "bill_import_id": "bill_a2496b03ff114678a52988102d4feed5",
  "source_file_name": "Ruiz Copy of 2258 Saint Clair ave St. Paul Mn_VALIDATION-FAILED.pdf",
  "attachment_payload": {
    "path": "multi_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "422"
  },
  "quickbooks_bill_id": "422"
}

{
  "path": "multi_category_direct",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-12-2026-059-INV-001",
  "make_trace_id": "make-20260512_160447_637",
  "bill_import_id": "bill_a2496b03ff114678a52988102d4feed5",
  "final_file_name": "RuizPaintingLLC_INV-rui-042125-1300.pdf",
  "source_file_name": "Ruiz Copy of 2258 Saint Clair ave St. Paul Mn_VALIDATION-FAILED.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/5ixato8h6h77zhx3lsumt/RuizPaintingLLC_INV-rui-042125-1300.pdf?rlkey=0dyuz4p7mfg1n9oxal0pcahuc&dl=0",
  "quickbooks_bill_id": "422",
  "multi_invoice_group_id": "bill_a2496b03ff114678a52988102d4feed5"
}