05-12-2026-005-INV-001

{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "jj-woodcraft-old-date-2025.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/jj-woodcraft-old-date-2025.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/jj-woodcraft-old-date-2025.pdf"
}

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-12-2026-005-INV-001",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3154",
  "make_trace_id": "make-20260511_194356_327",
  "output_tokens": "314",
  "bill_import_id": "bill_749c251e35b44bf7804dca5d16211b1b",
  "source_file_name": "jj-woodcraft-old-date-2025.pdf",
  "claude_message_id": "msg_01YY4brCwn7gMyufxPdvuLw9"
}

{
  "found": true,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": "cmp1abcyx0032agtbsv00x1fg",
  "vendor_id": "vend_ed86bd47d24c4cf9a2ea9e9cc8fbd61a",
  "process_key": "05-12-2026-005-INV-001",
  "vendor_name": "JJ Woodcraft LLC",
  "make_trace_id": "make-20260511_194356_327",
  "bill_import_id": "bill_749c251e35b44bf7804dca5d16211b1b",
  "canonical_name": "JJ Woodcraft LLC",
  "category_count": 2,
  "invoice_number": "JJ-OLD-2025-001",
  "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": "jj-woodcraft-old-date-2025.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": "05-12-2026-005-INV-001",
  "vendor_name": "JJ Woodcraft LLC",
  "category_name": "Cabinet Materials",
  "make_trace_id": "make-20260511_194356_327",
  "bill_import_id": "bill_749c251e35b44bf7804dca5d16211b1b",
  "source_file_name": "jj-woodcraft-old-date-2025.pdf",
  "selection_payload": {
    "reason": "The invoice from JJ Woodcraft LLC includes two line items: 'Custom cabinet adjustment' and 'Finish touch-up materials.' The presence of 'finish touch-up materials' points toward a physical materials purchase, and the cabinet-specific context of both line items aligns most directly with Cabinet Materials. While 'Custom cabinet adjustment' could imply a labor/service component (suggesting Carpentry), the second line item explicitly references materials, and the vendor name 'JJ Woodcraft LLC' combined with the overall invoice composition tips the balance toward Cabinet Materials as the primary category.",
    "confidence": 0.82,
    "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": "05-12-2026-005-INV-001",
  "vendor_name": "JJ Woodcraft LLC",
  "make_trace_id": "make-20260511_194356_327",
  "bill_import_id": "bill_749c251e35b44bf7804dca5d16211b1b",
  "invoice_number": "JJ-OLD-2025-001",
  "source_file_name": "jj-woodcraft-old-date-2025.pdf",
  "quickbooks_vendor_id": "41",
  "quickbooks_account_id": "105",
  "existing_quickbooks_bill_id": null
}

{
  "path": "multi_category_direct",
  "message": "QuickBooks Bill created from invoice import.",
  "process_key": "05-12-2026-005-INV-001",
  "make_trace_id": "make-20260511_194356_327",
  "bill_import_id": "bill_749c251e35b44bf7804dca5d16211b1b",
  "source_file_name": "jj-woodcraft-old-date-2025.pdf",
  "quickbooks_bill_id": "256",
  "quickbooks_payload": {
    "path": "multi_category_direct",
    "total": "258.66",
    "doc_number": "JJ-OLD-2025-001",
    "vendor_ref": "41",
    "account_ref": "105",
    "quickbooks_bill_id": "256"
  },
  "quickbooks_account_id": "105",
  "resolved_expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62"
}

{
  "path": "multi_category_direct",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-12-2026-005-INV-001",
  "make_trace_id": "make-20260511_194356_327",
  "bill_import_id": "bill_749c251e35b44bf7804dca5d16211b1b",
  "source_file_name": "jj-woodcraft-old-date-2025.pdf",
  "attachment_payload": {
    "path": "multi_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "256"
  },
  "quickbooks_bill_id": "256"
}

{
  "path": "multi_category_direct",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-12-2026-005-INV-001",
  "make_trace_id": "make-20260511_194356_327",
  "bill_import_id": "bill_749c251e35b44bf7804dca5d16211b1b",
  "final_file_name": "JJWoodcraftLLC_INV-JJ-OLD-2025-001.pdf",
  "source_file_name": "jj-woodcraft-old-date-2025.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/sfclwrrpc7vdy3mdbsnjt/JJWoodcraftLLC_INV-JJ-OLD-2025-001.pdf?rlkey=iud5p32e6yuljk6rjjiccu1cq&dl=0",
  "quickbooks_bill_id": "256"
}