05-12-2026-002-INV-001

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

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-12-2026-002-INV-001",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3213",
  "make_trace_id": "make-20260511_193149_826",
  "output_tokens": "357",
  "bill_import_id": "bill_23a8bb5171374c7c84d58e4f7060d159",
  "source_file_name": "testinvoice-noinvoiceno.pdf",
  "claude_message_id": "msg_01ExESoyksWWL8hG3LXFgcNz"
}

{
  "found": true,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": "cmp1abcyx0032agtbsv00x1fg",
  "vendor_id": "vend_ed86bd47d24c4cf9a2ea9e9cc8fbd61a",
  "process_key": "05-12-2026-002-INV-001",
  "vendor_name": "JJ Woodcraft LLC",
  "make_trace_id": "make-20260511_193149_826",
  "bill_import_id": "bill_23a8bb5171374c7c84d58e4f7060d159",
  "canonical_name": "JJ Woodcraft LLC",
  "category_count": 2,
  "invoice_number": "jjw-051126-100",
  "category_options": [
    {
      "name": "Cabinet Materials",
      "notes": "Mapped from JKath historical QuickBooks export: Building Materials:Cabinet Materials (1).",
      "expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
      "fully_qualified_name": "Building Materials:Cabinet Materials",
      "quickbooks_account_id": "105",
      "vendor_expense_category_id": "cmp1baw22002213pf5zdddkyd"
    },
    {
      "name": "Carpentry",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Carpentry (10).",
      "expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
      "fully_qualified_name": "Building Services:Carpentry",
      "quickbooks_account_id": "119",
      "vendor_expense_category_id": "cmp1baw4m002413pf2c6i6fia"
    }
  ],
  "source_file_name": "testinvoice-noinvoiceno.pdf",
  "expense_category_id": null,
  "normalized_alias_key": "jj woodcraft llc",
  "quickbooks_vendor_id": "41",
  "default_expense_account": null,
  "missing_category_options": false
}

{
  "message": "Claude selected an expense category from allowed portal options.",
  "process_key": "05-12-2026-002-INV-001",
  "vendor_name": "JJ Woodcraft LLC",
  "category_name": "Carpentry",
  "make_trace_id": "make-20260511_193149_826",
  "bill_import_id": "bill_23a8bb5171374c7c84d58e4f7060d159",
  "source_file_name": "testinvoice-noinvoiceno.pdf",
  "selection_payload": {
    "reason": "The invoice contains two line items: 'Custom cabinet repair labor' ($80.00) and 'Shop materials' ($20.78). The dominant line item by value is labor for cabinet repair, which aligns with the Carpentry category (building services). While 'Shop materials' could suggest Cabinet Materials, it is a minor portion of the total and described generically rather than as specific cabinet materials. The vendor name 'JJ Woodcraft LLC' is consistent with carpentry/woodworking services. The labor-dominant nature of the invoice tips the classification toward Carpentry over Cabinet Materials.",
    "confidence": 0.72,
    "selected_expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
    "selected_expense_category_name": "Carpentry"
  },
  "expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
  "quickbooks_account_id": "119"
}

{
  "path": "multi_category_direct",
  "message": "QuickBooks lookup completed before create-or-duplicate routing.",
  "process_key": "05-12-2026-002-INV-001",
  "vendor_name": "JJ Woodcraft LLC",
  "make_trace_id": "make-20260511_193149_826",
  "bill_import_id": "bill_23a8bb5171374c7c84d58e4f7060d159",
  "invoice_number": "jjw-051126-100",
  "source_file_name": "testinvoice-noinvoiceno.pdf",
  "quickbooks_vendor_id": "41",
  "quickbooks_account_id": "119",
  "existing_quickbooks_bill_id": null
}

{
  "path": "multi_category_direct",
  "message": "QuickBooks Bill created from invoice import.",
  "process_key": "05-12-2026-002-INV-001",
  "make_trace_id": "make-20260511_193149_826",
  "bill_import_id": "bill_23a8bb5171374c7c84d58e4f7060d159",
  "source_file_name": "testinvoice-noinvoiceno.pdf",
  "quickbooks_bill_id": "254",
  "quickbooks_payload": {
    "path": "multi_category_direct",
    "total": "100.78",
    "doc_number": "jjw-051126-100",
    "vendor_ref": "41",
    "account_ref": "119",
    "quickbooks_bill_id": "254"
  },
  "quickbooks_account_id": "119",
  "resolved_expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459"
}

{
  "path": "multi_category_direct",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-12-2026-002-INV-001",
  "make_trace_id": "make-20260511_193149_826",
  "bill_import_id": "bill_23a8bb5171374c7c84d58e4f7060d159",
  "source_file_name": "testinvoice-noinvoiceno.pdf",
  "attachment_payload": {
    "path": "multi_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "254"
  },
  "quickbooks_bill_id": "254"
}

{
  "path": "multi_category_direct",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-12-2026-002-INV-001",
  "make_trace_id": "make-20260511_193149_826",
  "bill_import_id": "bill_23a8bb5171374c7c84d58e4f7060d159",
  "final_file_name": "JJWoodcraftLLC_INV-jjw-051126-100.pdf",
  "source_file_name": "testinvoice-noinvoiceno.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/8zso0fif7bo7ud8bhklc1/JJWoodcraftLLC_INV-jjw-051126-100.pdf?rlkey=4sk3lk2xbwtt7vyi3gupfelie&dl=0",
  "quickbooks_bill_id": "254"
}