05-12-2026-060

{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "Copy of 2908 43rd ave s mineapolis 55406_VALIDATION-FAILED.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Copy of 2908 43rd ave s mineapolis 55406_VALIDATION-FAILED.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Copy of 2908 43rd ave s mineapolis 55406_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": "05-12-2026-060-INV-001",
  "vendor_name": "Ruiz Painting LLC",
  "make_trace_id": "make-20260512_185905_139",
  "bill_import_id": "bill_3576ce21ea894b58aa3ff6c602e956d7",
  "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": "Copy of 2908 43rd ave s mineapolis 55406_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": "12200.00",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-04-25",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-060-INV-001",
  "vendor_name": "Ruiz Painting LLC",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "5127",
  "invoice_date": "2025-03-26",
  "vendor_terms": null,
  "make_trace_id": "make-20260512_185905_139",
  "output_tokens": "642",
  "bill_import_id": "bill_3576ce21ea894b58aa3ff6c602e956d7",
  "invoice_number": "rui-032625-12200",
  "vendor_due_date": null,
  "source_file_name": "Copy of 2908 43rd ave s mineapolis 55406_VALIDATION-FAILED.pdf",
  "claude_message_id": "msg_01U8fA9bsLc8cuVh84JX2Jju",
  "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": "05-12-2026-060-INV-001",
  "vendor_name": "Ruiz Painting LLC",
  "make_trace_id": "make-20260512_185905_139",
  "bill_import_id": "bill_3576ce21ea894b58aa3ff6c602e956d7",
  "canonical_name": "Ruiz Painting LLC",
  "category_count": 3,
  "invoice_number": "rui-032625-12200",
  "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": "Copy of 2908 43rd ave s mineapolis 55406_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": "05-12-2026-060-INV-001",
  "vendor_name": "Ruiz Painting LLC",
  "category_name": "Drywall & Taping",
  "make_trace_id": "make-20260512_185905_139",
  "bill_import_id": "bill_3576ce21ea894b58aa3ff6c602e956d7",
  "source_file_name": "Copy of 2908 43rd ave s mineapolis 55406_VALIDATION-FAILED.pdf",
  "selection_payload": {
    "reason": "All three line items describe drywall work: hanging 1/2 inch drywall and sanding ready for paint across the basement, main level kitchen, and attic/stairwalls. Despite the vendor name being 'Ruiz Painting LLC', the actual work performed is clearly drywall installation and taping/sanding — not painting. The Drywall & Taping category is the correct match for this scope of work.",
    "confidence": 0.97,
    "selected_expense_category_id": "cat_5fe2c67d22934b5c9db2adf0a6ed8237",
    "selected_expense_category_name": "Drywall & Taping"
  },
  "expense_category_id": "cat_5fe2c67d22934b5c9db2adf0a6ed8237",
  "quickbooks_account_id": "123"
}

{
  "path": "multi_category_direct",
  "message": "QuickBooks lookup completed before create-or-duplicate routing.",
  "process_key": "05-12-2026-060-INV-001",
  "vendor_name": "Ruiz Painting LLC",
  "make_trace_id": "make-20260512_185905_139",
  "bill_import_id": "bill_3576ce21ea894b58aa3ff6c602e956d7",
  "invoice_number": "rui-032625-12200",
  "source_file_name": "Copy of 2908 43rd ave s mineapolis 55406_VALIDATION-FAILED.pdf",
  "quickbooks_vendor_id": "59",
  "quickbooks_account_id": "123",
  "existing_quickbooks_bill_id": null
}

{
  "path": "multi_category_direct",
  "message": "QuickBooks Bill created from invoice import.",
  "process_key": "05-12-2026-060-INV-001",
  "make_trace_id": "make-20260512_185905_139",
  "bill_import_id": "bill_3576ce21ea894b58aa3ff6c602e956d7",
  "source_file_name": "Copy of 2908 43rd ave s mineapolis 55406_VALIDATION-FAILED.pdf",
  "quickbooks_bill_id": "423",
  "quickbooks_payload": {
    "path": "multi_category_direct",
    "total": "12200.00",
    "due_date": "2025-04-25",
    "doc_number": "rui-032625-12200",
    "vendor_ref": "59",
    "account_ref": "123",
    "jkath_terms": "Net 30",
    "vendor_terms": "",
    "quickbooks_bill_id": "423"
  },
  "quickbooks_account_id": "123",
  "resolved_expense_category_id": "cat_5fe2c67d22934b5c9db2adf0a6ed8237"
}

{
  "path": "multi_category_direct",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-12-2026-060-INV-001",
  "make_trace_id": "make-20260512_185905_139",
  "bill_import_id": "bill_3576ce21ea894b58aa3ff6c602e956d7",
  "source_file_name": "Copy of 2908 43rd ave s mineapolis 55406_VALIDATION-FAILED.pdf",
  "attachment_payload": {
    "path": "multi_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "423"
  },
  "quickbooks_bill_id": "423"
}

{
  "path": "multi_category_direct",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-12-2026-060-INV-001",
  "make_trace_id": "make-20260512_185905_139",
  "bill_import_id": "bill_3576ce21ea894b58aa3ff6c602e956d7",
  "final_file_name": "RuizPaintingLLC_INV-rui-032625-12200.pdf",
  "source_file_name": "Copy of 2908 43rd ave s mineapolis 55406_VALIDATION-FAILED.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/jsgk2p6lqq1co649we0om/RuizPaintingLLC_INV-rui-032625-12200.pdf?rlkey=7n6shtbaj0t8l5kld0x00s3rl&dl=0",
  "quickbooks_bill_id": "423",
  "multi_invoice_group_id": "bill_3576ce21ea894b58aa3ff6c602e956d7"
}

{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "Copy of 15890 York cir nw anoka _VALIDATION-FAILED.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Copy of 15890 York cir nw anoka _VALIDATION-FAILED.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Copy of 15890 York cir nw anoka _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": "05-12-2026-060-INV-002",
  "vendor_name": "Ruiz Painting LLC",
  "make_trace_id": "make-20260512_185905_139",
  "bill_import_id": "bill_1cc10f99f7c64a3391b8355c344d01fa",
  "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": "Copy of 15890 York cir nw anoka _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 stated at top left of invoice as 'Ruiz painting llc'; normalized to title case with standard LLC suffix.",
  "preliminary_vendor_confidence": "0.97"
}

{
  "total": "900.00",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-04-25",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-060-INV-002",
  "vendor_name": "Ruiz Painting LLC",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "5096",
  "invoice_date": "2025-03-26",
  "vendor_terms": null,
  "make_trace_id": "make-20260512_185905_139",
  "output_tokens": "493",
  "bill_import_id": "bill_1cc10f99f7c64a3391b8355c344d01fa",
  "invoice_number": "rui-032625-900",
  "vendor_due_date": null,
  "source_file_name": "Copy of 15890 York cir nw anoka _VALIDATION-FAILED.pdf",
  "claude_message_id": "msg_016edzrkG5uZvqYy14Lp79Pr",
  "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": "05-12-2026-060-INV-002",
  "vendor_name": "Ruiz Painting LLC",
  "make_trace_id": "make-20260512_185905_139",
  "bill_import_id": "bill_1cc10f99f7c64a3391b8355c344d01fa",
  "canonical_name": "Ruiz Painting LLC",
  "category_count": 3,
  "invoice_number": "rui-032625-900",
  "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": "Copy of 15890 York cir nw anoka _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": "05-12-2026-060-INV-002",
  "vendor_name": "Ruiz Painting LLC",
  "category_name": "Painting",
  "make_trace_id": "make-20260512_185905_139",
  "bill_import_id": "bill_1cc10f99f7c64a3391b8355c344d01fa",
  "source_file_name": "Copy of 15890 York cir nw anoka _VALIDATION-FAILED.pdf",
  "selection_payload": {
    "reason": "The line item description explicitly includes spray texture popcorn paint with 2 coats and ceiling painting work, and the vendor is Ruiz Painting LLC — both strongly indicate a Painting category. While the invoice notes list the service type as 'Drywall' and the work includes ceiling popcorn texture replacement (which could suggest Drywall & Taping), the dominant scope described in the line item is painting (spray texture and 2 coats of paint). The masking/protection work is preparatory to painting. Painting is the more accurate primary category for this invoice.",
    "confidence": 0.82,
    "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": "05-12-2026-060-INV-002",
  "vendor_name": "Ruiz Painting LLC",
  "make_trace_id": "make-20260512_185905_139",
  "bill_import_id": "bill_1cc10f99f7c64a3391b8355c344d01fa",
  "invoice_number": "rui-032625-900",
  "source_file_name": "Copy of 15890 York cir nw anoka _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": "05-12-2026-060-INV-002",
  "make_trace_id": "make-20260512_185905_139",
  "bill_import_id": "bill_1cc10f99f7c64a3391b8355c344d01fa",
  "source_file_name": "Copy of 15890 York cir nw anoka _VALIDATION-FAILED.pdf",
  "quickbooks_bill_id": "424",
  "quickbooks_payload": {
    "path": "multi_category_direct",
    "total": "900.00",
    "due_date": "2025-04-25",
    "doc_number": "rui-032625-900",
    "vendor_ref": "59",
    "account_ref": "134",
    "jkath_terms": "Net 30",
    "vendor_terms": "",
    "quickbooks_bill_id": "424"
  },
  "quickbooks_account_id": "134",
  "resolved_expense_category_id": "cat_5cd8cff9602249029902722ebd6e200d"
}

{
  "path": "multi_category_direct",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-12-2026-060-INV-002",
  "make_trace_id": "make-20260512_185905_139",
  "bill_import_id": "bill_1cc10f99f7c64a3391b8355c344d01fa",
  "source_file_name": "Copy of 15890 York cir nw anoka _VALIDATION-FAILED.pdf",
  "attachment_payload": {
    "path": "multi_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "424"
  },
  "quickbooks_bill_id": "424"
}

{
  "path": "multi_category_direct",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-12-2026-060-INV-002",
  "make_trace_id": "make-20260512_185905_139",
  "bill_import_id": "bill_1cc10f99f7c64a3391b8355c344d01fa",
  "final_file_name": "RuizPaintingLLC_INV-rui-032625-900.pdf",
  "source_file_name": "Copy of 15890 York cir nw anoka _VALIDATION-FAILED.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/zjhojpj2vedgj7m368r28/RuizPaintingLLC_INV-rui-032625-900.pdf?rlkey=hyovinj9oitxh3lpbaj6dk3r3&dl=0",
  "quickbooks_bill_id": "424",
  "multi_invoice_group_id": "bill_1cc10f99f7c64a3391b8355c344d01fa"
}