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Overview

This system automatically classifies supplier invoice line items as paint or materials. It replaces the manual process of splitting paint vs sundries charges for subcontractor recharges.

How It Works

Manual Upload

1. Go to the Classifier page
2. Drag & drop one or more PDF invoices onto the upload area, or click to browse
3. For a single file — click Classify Invoice
4. For multiple files — click Classify All (N) to batch-process them
5. A progress bar shows real-time status (N / total, current filename)
6. Review the line items — each shows its category and price
7. Items flagged Review need manual verification

Batch Upload Tips

• You can drag 50+ PDFs at once — they process sequentially
• The progress bar shows done / total and the current file being processed
• Errors are listed inline below the progress bar (file name + reason)
• A summary shows how many succeeded vs failed at the end
• Each file is classified independently — one failure won't stop the rest

Supported Suppliers

The system automatically detects and parses invoices from these suppliers:

• Wattyl (Hempel) — detected by "Hempel (Wattyl)" or "Transaction Number:"
• Dulux Australia — detected by "Dulux Australia" or "DuluxGroup"
• Henry Haymes — detected by "Henry Haymes" or "Haymes Paint"
• Resene Paints (Australia) — detected by "ResenePaints(Australia)Limited" or the "StockCode … LineTotal" table header

Unknown formats fall back to a generic parser that attempts to find line items with dollar amounts.

Automatic Email Processing

1. Go to Settings
2. Enter your Microsoft 365 credentials (Tenant ID, Client ID, Secret)
3. Enable Email Monitoring and check Use Graph API
4. Enter the email address (e.g. invoices@paintco.au)
5. Click Save Email Settings then Start Polling

New invoices are automatically detected, classified, and synced to SharePoint within 60 seconds.

SharePoint Setup

1. Go to Settings → SharePoint section
2. Enter your Tenant ID, Client ID, and Client Secret
3. Set the Site URL (e.g. https://paintco.sharepoint.com/sites/Finance)
4. Click Save SharePoint Settings

After each classification, the register is automatically synced to SharePoint.

Understanding the Classification

Paint items include: paint, primer, sealer, undercoat, topcoat, stain, varnish, lacquer, thinners, activators, hardeners, and any volume-based products (litres).

Materials items include: rollers, brushes, tape, buckets, trays, drop sheets, poles, sandpaper, PPE, fillers, caulk, masking film, and other non-paint supplies.

Excel Register Structure

The workbook has two sheets:

All Items — One row per line item with DateReceived, WeekCommencing, Supplier, InvoiceNumber, InvoiceDate, JobRef, Description, Qty, UnitPrice, LineTotal, Category, Currency, Status.

Weekly Summary — Auto-calculated totals per week using SUMIFS formulas.

Register Management

From the History page:

• Download — download the current Invoice_Register.xlsx (with all entries)
• Download & Reset — download the register then clear it from the server and SharePoint
• Reset — clear all entries from the register, history, and SharePoint immediately

The register has two sheets: All Items (every line item with metadata) and Weekly Summary (auto-calculated totals by week).

Error Handling

• Items with Review status need manual verification (low item count or missing descriptions)
• Failed invoices are logged to a "Failed Invoices" sheet in the register
• Classification failures send an email notification to the configured inbox address
• Use the Process Inbox button to manually process files in the watch directory
• Email polling skips already-processed message IDs to avoid duplicates