PDF Vector と Google Drive を使用した自動領収書処理と税務分類

• •Google Drive API認証情報
• •Google Sheets API認証情報

{
  "meta": {
    "instanceId": "placeholder"
  },
  "nodes": [
    {
      "id": "overview-note",
      "name": "領収書概要",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        50,
        50
      ],
      "parameters": {
        "color": 5,
        "width": 350,
        "height": 180,
        "content": "## 🧾 Receipt & Tax Tracker\n\nAutomated expense management:\n• **Monitors** receipt folder hourly\n• **Extracts** data from photos/PDFs\n• **Categorizes** for tax purposes\n• **Calculates** deductions\n• **Syncs** with QuickBooks"
      },
      "typeVersion": 1
    },
    {
      "id": "input-note",
      "name": "入力ソース",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        450,
        450
      ],
      "parameters": {
        "width": 250,
        "height": 150,
        "content": "## 📸 Receipt Input\n\nHandles all formats:\n• Phone photos\n• Scanned PDFs\n• Email forwards\n• Poor quality images\n\n💡 OCR enhancement"
      },
      "typeVersion": 1
    },
    {
      "id": "tax-note",
      "name": "税務カテゴリ",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        850,
        450
      ],
      "parameters": {
        "color": 4,
        "width": 260,
        "height": 160,
        "content": "## 💰 Tax Logic\n\n**Auto-categorizes:**\n• Travel expenses\n• Office supplies\n• Meals (50% deduction)\n• Utilities\n\n⚠️ Consult tax advisor!"
      },
      "typeVersion": 1
    },
    {
      "id": "manual-trigger",
      "name": "手動トリガー",
      "type": "n8n-nodes-base.manualTrigger",
      "notes": "Process receipt",
      "position": [
        250,
        300
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "google-drive",
      "name": "Google Drive - 領収書取得",
      "type": "n8n-nodes-base.googleDrive",
      "notes": "Retrieve receipt from Drive",
      "position": [
        450,
        300
      ],
      "parameters": {
        "fileId": "={{ $json.fileId }}",
        "operation": "download"
      },
      "typeVersion": 3
    },
    {
      "id": "pdfvector-extract",
      "name": "PDF Vector - 領収書抽出",
      "type": "n8n-nodes-pdfvector.pdfVector",
      "notes": "Extract receipt data",
      "position": [
        650,
        300
      ],
      "parameters": {
        "prompt": "Extract all receipt information from this document or image including merchant name and address, transaction date and time, all items with descriptions and prices, subtotal, tax amount and rate, tip if applicable, total amount, payment method, and any loyalty or membership numbers. Use OCR if this is a scanned receipt or image.",
        "schema": "{\"type\":\"object\",\"properties\":{\"merchant\":{\"type\":\"object\",\"properties\":{\"name\":{\"type\":\"string\"},\"address\":{\"type\":\"string\"},\"phone\":{\"type\":\"string\"},\"taxId\":{\"type\":\"string\"}}},\"transaction\":{\"type\":\"object\",\"properties\":{\"date\":{\"type\":\"string\"},\"time\":{\"type\":\"string\"},\"receiptNumber\":{\"type\":\"string\"},\"cashier\":{\"type\":\"string\"}}},\"items\":{\"type\":\"array\",\"items\":{\"type\":\"object\",\"properties\":{\"name\":{\"type\":\"string\"},\"description\":{\"type\":\"string\"},\"quantity\":{\"type\":\"number\"},\"unitPrice\":{\"type\":\"number\"},\"totalPrice\":{\"type\":\"number\"},\"taxable\":{\"type\":\"boolean\"}}}},\"financial\":{\"type\":\"object\",\"properties\":{\"subtotal\":{\"type\":\"number\"},\"taxRate\":{\"type\":\"number\"},\"taxAmount\":{\"type\":\"number\"},\"tip\":{\"type\":\"number\"},\"total\":{\"type\":\"number\"},\"currency\":{\"type\":\"string\"}}},\"payment\":{\"type\":\"object\",\"properties\":{\"method\":{\"type\":\"string\"},\"lastFourDigits\":{\"type\":\"string\"},\"authCode\":{\"type\":\"string\"}}},\"loyalty\":{\"type\":\"object\",\"properties\":{\"memberNumber\":{\"type\":\"string\"},\"pointsEarned\":{\"type\":\"number\"},\"pointsBalance\":{\"type\":\"number\"}}}},\"required\":[\"merchant\",\"financial\"],\"additionalProperties\":false}",
        "resource": "document",
        "inputType": "file",
        "operation": "extract",
        "binaryPropertyName": "data"
      },
      "typeVersion": 1
    },
    {
      "id": "pdfvector-categorize",
      "name": "PDF Vector - 税務分類",
      "type": "n8n-nodes-pdfvector.pdfVector",
      "notes": "Categorize for taxes",
      "position": [
        850,
        300
      ],
      "parameters": {
        "prompt": "Based on this receipt document or image, determine: 1) The most appropriate tax category (meals, travel, supplies, equipment, etc.), 2) Whether this is likely tax deductible for business, 3) If this is a meal receipt, what percentage would typically be deductible, 4) Any special considerations for tax purposes. Process any image format using OCR if needed.",
        "resource": "document",
        "inputType": "file",
        "operation": "ask",
        "binaryPropertyName": "data"
      },
      "typeVersion": 1
    },
    {
      "id": "process-expense",
      "name": "経費データ処理",
      "type": "n8n-nodes-base.code",
      "notes": "Validate and categorize",
      "position": [
        1050,
        300
      ],
      "parameters": {
        "jsCode": "// Process receipt data and tax categorization\nconst receiptData = $node['PDF Vector - Extract Receipt'].json.data;\nconst taxCategory = $node['PDF Vector - Tax Categorization'].json.answer;\n\n// Validate financial calculations\nlet validationErrors = [];\nif (receiptData.items && receiptData.items.length > 0) {\n  const calculatedSubtotal = receiptData.items.reduce((sum, item) => sum + (item.totalPrice || 0), 0);\n  if (Math.abs(calculatedSubtotal - receiptData.financial.subtotal) > 0.02) {\n    validationErrors.push('Item totals do not match subtotal');\n  }\n}\n\n// Calculate tax consistency\nconst expectedTax = receiptData.financial.subtotal * (receiptData.financial.taxRate / 100);\nif (Math.abs(expectedTax - receiptData.financial.taxAmount) > 0.02) {\n  validationErrors.push('Tax calculation inconsistency');\n}\n\n// Determine expense category and deductibility\nlet expenseCategory = 'Other';\nlet deductiblePercentage = 100;\nlet taxNotes = '';\n\nif (taxCategory.toLowerCase().includes('meal')) {\n  expenseCategory = 'Meals & Entertainment';\n  deductiblePercentage = 50; // Typical meal deduction\n  taxNotes = 'Business meal - 50% deductible';\n} else if (taxCategory.toLowerCase().includes('travel')) {\n  expenseCategory = 'Travel';\n  deductiblePercentage = 100;\n  taxNotes = 'Business travel expense';\n} else if (taxCategory.toLowerCase().includes('supplies')) {\n  expenseCategory = 'Office Supplies';\n  deductiblePercentage = 100;\n  taxNotes = 'Business supplies';\n}\n\n// Create processed expense record\nconst processedExpense = {\n  // Receipt data\n  merchant: receiptData.merchant.name,\n  date: receiptData.transaction.date,\n  amount: receiptData.financial.total,\n  currency: receiptData.financial.currency || 'USD',\n  \n  // Tax information\n  expenseCategory,\n  deductiblePercentage,\n  deductibleAmount: (receiptData.financial.total * deductiblePercentage / 100).toFixed(2),\n  taxNotes,\n  \n  // Original data\n  originalReceipt: receiptData,\n  aiCategorization: taxCategory,\n  \n  // Validation\n  isValid: validationErrors.length === 0,\n  validationErrors,\n  \n  // Metadata\n  processedAt: new Date().toISOString(),\n  taxYear: new Date(receiptData.transaction.date).getFullYear()\n};\n\nreturn [{ json: processedExpense }];"
      },
      "typeVersion": 2
    },
    {
      "id": "save-spreadsheet",
      "name": "経費シートに保存",
      "type": "n8n-nodes-base.googleSheets",
      "notes": "Track in spreadsheet",
      "position": [
        1250,
        300
      ],
      "parameters": {
        "data": "={{ [[$json.date, $json.merchant, $json.expenseCategory, $json.amount, $json.deductibleAmount, $json.deductiblePercentage + '%', $json.taxNotes, $json.processedAt]] }}",
        "range": "A:H",
        "sheetId": "{{ $json.taxYear }}-expenses",
        "operation": "append"
      },
      "typeVersion": 1
    }
  ],
  "connections": {
    "manual-trigger": {
      "main": [
        [
          {
            "node": "google-drive",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "process-expense": {
      "main": [
        [
          {
            "node": "save-spreadsheet",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "google-drive": {
      "main": [
        [
          {
            "node": "pdfvector-extract",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "pdfvector-extract": {
      "main": [
        [
          {
            "node": "pdfvector-categorize",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "pdfvector-categorize": {
      "main": [
        [
          {
            "node": "process-expense",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}