05-11-2026-021-INV-002

{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "Richelieu P209046.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Richelieu P209046.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Richelieu P209046.pdf"
}

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-021-INV-002",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3471",
  "make_trace_id": "make-20260511_162932_575",
  "output_tokens": "580",
  "bill_import_id": "bill_3d28c06de6e14fcc97bb2ff3ef6fafa3",
  "source_file_name": "Richelieu P209046.pdf",
  "claude_message_id": "msg_01WWJNfiatz3zVtNHyYCuWji"
}

{
  "found": true,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": "cmp1aba3h0010agtb9o91ssmz",
  "vendor_id": "vend_42ffe59420044a478769ff2b1ae5f2e0",
  "process_key": "05-11-2026-021-INV-002",
  "vendor_name": "Richelieu",
  "make_trace_id": "make-20260511_162932_575",
  "bill_import_id": "bill_3d28c06de6e14fcc97bb2ff3ef6fafa3",
  "canonical_name": "Richelieu America Ltd",
  "category_count": 3,
  "invoice_number": "P209046",
  "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": "Richelieu P209046.pdf",
  "expense_category_id": null,
  "normalized_alias_key": "richelieu",
  "quickbooks_vendor_id": "89",
  "default_expense_account": null,
  "missing_category_options": false
}

{
  "message": "Claude selected an expense category from allowed portal options.",
  "process_key": "05-11-2026-021-INV-002",
  "vendor_name": "Richelieu America Ltd",
  "category_name": "Cabinet Materials",
  "make_trace_id": "make-20260511_162932_575",
  "bill_import_id": "bill_3d28c06de6e14fcc97bb2ff3ef6fafa3",
  "source_file_name": "Richelieu P209046.pdf",
  "selection_payload": {
    "reason": "Richelieu is a well-known cabinet hardware and materials supplier. The line items — PVC edge banding (EDGE PVC 000 15/16), White Oak edge banding (WH.OAK 15/16X500'FL), I-pins (used for shelf pins in cabinets), and flat-head screws — are all classic cabinet shop consumables and materials. The project context 'SHOP 2.17.26' further supports a shop/cabinet fabrication context. Cabinet Materials is the most appropriate category given Richelieu's primary product lines and these specific items.",
    "confidence": 0.93,
    "selected_expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
    "selected_expense_category_name": "Cabinet Materials"
  },
  "expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
  "quickbooks_account_id": "105"
}

{
  "path": "multi_category_direct",
  "message": "QuickBooks lookup completed before create-or-duplicate routing.",
  "process_key": "05-11-2026-021-INV-002",
  "vendor_name": "Richelieu America Ltd",
  "make_trace_id": "make-20260511_162932_575",
  "bill_import_id": "bill_3d28c06de6e14fcc97bb2ff3ef6fafa3",
  "invoice_number": "P209046",
  "source_file_name": "Richelieu P209046.pdf",
  "quickbooks_vendor_id": "89",
  "quickbooks_account_id": "105",
  "existing_quickbooks_bill_id": null
}

{
  "path": "multi_category_direct",
  "message": "QuickBooks Bill created from invoice import.",
  "process_key": "05-11-2026-021-INV-002",
  "make_trace_id": "make-20260511_162932_575",
  "bill_import_id": "bill_3d28c06de6e14fcc97bb2ff3ef6fafa3",
  "source_file_name": "Richelieu P209046.pdf",
  "quickbooks_bill_id": "250",
  "quickbooks_payload": {
    "path": "multi_category_direct",
    "total": "144.11",
    "doc_number": "P209046",
    "vendor_ref": "89",
    "account_ref": "105",
    "quickbooks_bill_id": "250"
  },
  "quickbooks_account_id": "105",
  "resolved_expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62"
}

{
  "path": "multi_category_direct",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-11-2026-021-INV-002",
  "make_trace_id": "make-20260511_162932_575",
  "bill_import_id": "bill_3d28c06de6e14fcc97bb2ff3ef6fafa3",
  "source_file_name": "Richelieu P209046.pdf",
  "attachment_payload": {
    "path": "multi_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "250"
  },
  "quickbooks_bill_id": "250"
}

{
  "path": "multi_category_direct",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-11-2026-021-INV-002",
  "make_trace_id": "make-20260511_162932_575",
  "bill_import_id": "bill_3d28c06de6e14fcc97bb2ff3ef6fafa3",
  "final_file_name": "RichelieuAmericaLtd_INV-P209046.pdf",
  "source_file_name": "Richelieu P209046.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/r90ihd4l8q0wn455bjjss/RichelieuAmericaLtd_INV-P209046.pdf?rlkey=ywfhjekgjym7mhto5to1uxjun&dl=0",
  "quickbooks_bill_id": "250"
}