05-12-2026-034-INV-010

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

{
  "total": "400.00",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-05-12",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-034-INV-010",
  "vendor_name": "Simply Resurface",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3091",
  "invoice_date": "2025-04-12",
  "vendor_terms": "Net 30",
  "make_trace_id": "make-20260512_004507_068",
  "output_tokens": "384",
  "bill_import_id": "bill_a46480ba6b75401299589adf8e0197e5",
  "invoice_number": "17314",
  "vendor_due_date": null,
  "source_file_name": "Simply Resurface.pdf",
  "claude_message_id": "msg_013GEZv1KtCRb2bFtJ4timig",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1
}

{
  "found": false,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": null,
  "vendor_id": null,
  "process_key": "05-12-2026-034-INV-010",
  "vendor_name": "Simply Resurface",
  "make_trace_id": "make-20260512_004507_068",
  "bill_import_id": "bill_a46480ba6b75401299589adf8e0197e5",
  "canonical_name": null,
  "category_count": 0,
  "invoice_number": "17314",
  "category_options": [],
  "source_file_name": "Simply Resurface.pdf",
  "expense_category_id": null,
  "normalized_alias_key": "simply resurface",
  "quickbooks_vendor_id": null,
  "default_expense_account": null,
  "missing_category_options": false
}

{
  "reason": "Extracted vendor name exactly matches the approved vendor 'Simply Resurface' in the approved vendor list.",
  "message": "Vendor resolver matched a portal vendor and alias was recorded.",
  "alias_id": "alias_38f8dba94e194ef3ade3aecee4e7cf67",
  "vendor_id": "vend_b4898b8de01d4068b0ba7b1025492c59",
  "confidence": 1,
  "process_key": "05-12-2026-034-INV-010",
  "make_trace_id": "make-20260512_004507_068",
  "bill_import_id": "bill_a46480ba6b75401299589adf8e0197e5",
  "category_count": 1,
  "suggested_alias": "Simply Resurface",
  "category_options": [
    {
      "name": "Plumbing",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Plumbing (3).",
      "expense_category_id": "cat_f04b0af5b00a42c3a31351bad4d75f5d",
      "fully_qualified_name": "Building Services:Plumbing",
      "quickbooks_account_id": "136",
      "vendor_expense_category_id": "cmp1bb1ut005813pfr58s2ch9"
    }
  ],
  "resolver_payload": {
    "reason": "Extracted vendor name exactly matches the approved vendor 'Simply Resurface' in the approved vendor list.",
    "matched": "true",
    "confidence": "1",
    "suggested_alias": "Simply Resurface",
    "canonical_vendor_name": "Simply Resurface",
    "default_expense_account": "Subcontractors"
  },
  "source_file_name": "Simply Resurface.pdf",
  "canonical_vendor_name": "Simply Resurface",
  "extracted_vendor_name": "Simply Resurface"
}

{
  "path": "resolver_portal_category_selection",
  "message": "Claude selected an expense category from allowed portal options after vendor resolver.",
  "process_key": "05-12-2026-034-INV-010",
  "vendor_name": "Simply Resurface",
  "category_name": "Plumbing",
  "make_trace_id": "make-20260512_004507_068",
  "bill_import_id": "bill_a46480ba6b75401299589adf8e0197e5",
  "source_file_name": "Simply Resurface.pdf",
  "selection_payload": {
    "reason": "Simply Resurface performed a resurfacing/refinishing service on a kitchen sink, which is a plumbing fixture. The only allowed category is Plumbing, and this work directly involves a plumbing fixture (kitchen sink), making it a reasonable fit. Sink resurfacing is a maintenance/restoration service on plumbing infrastructure, supporting this categorization.",
    "confidence": 0.82,
    "selected_expense_category_id": "cat_f04b0af5b00a42c3a31351bad4d75f5d",
    "selected_expense_category_name": "Plumbing"
  },
  "expense_category_id": "cat_f04b0af5b00a42c3a31351bad4d75f5d",
  "quickbooks_account_id": "136"
}

{
  "path": "resolver_success",
  "message": "QuickBooks Bill created from invoice import.",
  "process_key": "05-12-2026-034-INV-010",
  "make_trace_id": "make-20260512_004507_068",
  "bill_import_id": "bill_a46480ba6b75401299589adf8e0197e5",
  "source_file_name": "Simply Resurface.pdf",
  "quickbooks_bill_id": "369",
  "quickbooks_payload": {
    "path": "resolver_success",
    "total": "400.00",
    "due_date": "2025-05-12",
    "doc_number": "17314",
    "vendor_ref": "82",
    "account_ref": "113",
    "jkath_terms": "Net 30",
    "vendor_terms": "Net 30",
    "quickbooks_bill_id": "369"
  },
  "quickbooks_account_id": "113",
  "resolved_expense_category_id": "cat_173f2c1a36d74231bf0b9d9c755c7b0d"
}

{
  "path": "resolver_success",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-12-2026-034-INV-010",
  "make_trace_id": "make-20260512_004507_068",
  "bill_import_id": "bill_a46480ba6b75401299589adf8e0197e5",
  "source_file_name": "Simply Resurface.pdf",
  "attachment_payload": {
    "path": "resolver_success",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "369"
  },
  "quickbooks_bill_id": "369"
}

{
  "path": "resolver_success",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-12-2026-034-INV-010",
  "make_trace_id": "make-20260512_004507_068",
  "bill_import_id": "bill_a46480ba6b75401299589adf8e0197e5",
  "final_file_name": "SimplyResurface_INV-17314.pdf",
  "source_file_name": "Simply Resurface.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/68oqbfc57p4cpbvjxqid2/SimplyResurface_INV-17314.pdf?rlkey=6x7ivok0f56oym8slebsiyswr&dl=0",
  "quickbooks_bill_id": "369",
  "multi_invoice_group_id": "bill_a46480ba6b75401299589adf8e0197e5"
}