jaz-clio 3.3.0 → 3.3.1

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: api
-version: 3.3.0
+version: 3.3.1
 description: Complete reference for the Jaz/Juan REST API — the accounting platform backend. Use this skill whenever building, modifying, debugging, or extending any code that calls the API — including API clients, integrations, data seeding, test data, or new endpoint work. Contains every field name, response shape, error, gotcha, and edge case discovered through live production testing.
 license: MIT
 compatibility: Requires Jaz/Juan API key (x-jk-api-key header). Works with Claude Code, Claude Cowork, Claude.ai, and any agent that reads markdown.

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: conversion
-version: 3.3.0
+version: 3.3.1
 description: Accounting data conversion skill — migrates customer data from Xero, QuickBooks, Sage, MYOB, and Excel exports to Jaz. Covers config, quick, and full conversion workflows, Excel parsing, CoA/contact/tax/items mapping, clearing accounts, TTB, and TB verification.
 ---
 

package/assets/skills/jobs/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jobs
-version: 3.3.0
+version: 3.3.1
 description: 12 accounting jobs for SMB bookkeepers and accountants — month-end, quarter-end, and year-end close playbooks plus 9 ad-hoc operational jobs (bank recon, document collection, GST/VAT filing, payment runs, credit control, supplier recon, audit prep, fixed asset review, statutory filing). Jobs can have paired tools as nested subcommands (e.g., `clio jobs bank-recon match`, `clio jobs document-collection ingest`, `clio jobs statutory-filing sg-cs`). Paired with an interactive CLI blueprint generator (clio jobs).
 license: MIT
 compatibility: Works with Claude Code, Claude Cowork, Claude.ai, and any agent that reads markdown. For API payloads, load the jaz-api skill. For individual transaction patterns, load the transaction-recipes skill.
@@ -41,7 +41,7 @@ Period-close jobs build on each other. Quarter = month + extras. Year = quarter
 | Job | CLI Command | Description |
 |-----|-------------|-------------|
 | **Bank Recon** | `clio jobs bank-recon` | Clear unreconciled items: match, categorize, resolve. Paired tool: `clio jobs bank-recon match`. |
-| **Document Collection** | `clio jobs document-collection` | Scan, classify, and upload client documents (invoices, bills, bank statements). Paired tool: `clio jobs document-collection ingest`. |
+| **Document Collection** | `clio jobs document-collection` | Scan, classify, and upload client documents — local directories and cloud links (Dropbox, Drive, OneDrive). Paired tool: `clio jobs document-collection ingest`. |
 | **GST/VAT Filing** | `clio jobs gst-vat --period YYYY-QN` | Tax ledger review, discrepancy check, filing summary. |
 | **Payment Run** | `clio jobs payment-run` | Select outstanding bills by due date, process payments. |
 | **Credit Control** | `clio jobs credit-control` | AR aging review, overdue chase list, bad debt assessment. |
@@ -99,6 +99,8 @@ clio jobs fa-review [--json]
 - **[references/quarter-end-close.md](./references/quarter-end-close.md)** — Quarter-end close: monthly + quarterly extras
 - **[references/year-end-close.md](./references/year-end-close.md)** — Year-end close: quarterly + annual extras
 - **[references/bank-recon.md](./references/bank-recon.md)** — Bank reconciliation catch-up
+- **[references/bank-match.md](./references/bank-match.md)** — Bank reconciliation matcher: 5-phase cascade algorithm (1:1, N:1, 1:N, N:M matches)
+- **[references/document-collection.md](./references/document-collection.md)** — Document collection: scan, classify, upload — local + cloud (Dropbox, Drive, OneDrive)
 - **[references/gst-vat-filing.md](./references/gst-vat-filing.md)** — GST/VAT filing preparation
 - **[references/payment-run.md](./references/payment-run.md)** — Payment run (bulk bill payments)
 - **[references/credit-control.md](./references/credit-control.md)** — Credit control / AR chase

package/assets/skills/jobs/references/bank-recon.md

@@ -79,7 +79,7 @@ Work through each unreconciled item. There are four resolution paths.
 
 The bank record matches an invoice payment, bill payment, or journal already in the books. This is the ideal case — the transaction exists, it just hasn't been linked to the bank record.
 
-**For large volumes:** Use `clio jobs bank-recon match --input data.json --json` to auto-match bank records to transactions before manual review. The calculator finds 1:1, N:1, 1:N, and N:M matches with confidence scores. See the [bank-match reference](../../transaction-recipes/references/bank-match.md) for input format and algorithm details.
+**For large volumes:** Use `clio jobs bank-recon match --input data.json --json` to auto-match bank records to transactions before manual review. The calculator finds 1:1, N:1, 1:N, and N:M matches with confidence scores. See the [bank-match reference](./bank-match.md) for input format and algorithm details.
 
 **How to find the match manually:** Search cashflow transactions for the same amount and approximate date:
 

package/assets/skills/jobs/references/document-collection.md

@@ -1,18 +1,19 @@
 # Document Collection
 
-Scan, classify, and upload client documents (invoices, bills, bank statements) to Jaz via the Magic API endpoints.
+Scan, classify, and upload client documents (invoices, bills, bank statements) to Jaz via the Magic API endpoints. Accepts local directories or public cloud share links (Dropbox, Google Drive, OneDrive).
 
 ## When to Use
 
 - Client sends a folder of PDFs (invoices, bills, receipts) for bulk upload
 - Processing bank statement CSVs/OFX files for import
 - Migrating documents from file dumps (Dropbox, shared folders, email attachments)
+- Processing documents from a shared Dropbox, Google Drive, or OneDrive link
 - Batch-uploading scanned documents during onboarding
 
 ## How It Works
 
 ```
-Local folder                    Jaz Magic API
+Source (local or cloud)         Jaz Magic API
 ┌───────────────┐               ┌──────────────────────────────────────────┐
 │ invoices/     │──── PDF/JPG ──► POST /magic/createBusinessTransaction    │
 │   inv-001.pdf │               │   FromAttachment                        │
@@ -25,6 +26,8 @@ Local folder                    Jaz Magic API
 │   dbs-jan.csv │               │   FromAttachment                        │
 │               │               │   → Bank records imported               │
 └───────────────┘               └──────────────────────────────────────────┘
+
+Cloud links → downloaded to temp dir → same pipeline as local directories.
 ```
 
 ## Folder Classification
@@ -51,12 +54,38 @@ The tool auto-classifies documents by **folder name** (case-insensitive prefix m
 3. **Max depth** — 10 levels (prevents runaway recursion)
 4. **Hidden files/dirs** — skipped (anything starting with `.`)
 
+## Cloud Provider Support
+
+The `--source` flag accepts public share links from Dropbox, Google Drive, and OneDrive. Files are downloaded to a temp directory, then processed through the same scan/classify pipeline as local directories.
+
+| Provider | File Links | Folder Links | Auth Required |
+|----------|-----------|--------------|---------------|
+| **Dropbox** | Direct download (dl=1 trick) | ZIP download + extract | No |
+| **Google Drive** | Direct download (large file confirmation) | Not supported (requires API key) | No |
+| **OneDrive/SharePoint** | MS Graph sharing API | MS Graph sharing API (first page only) | No (best-effort) |
+
+### Cloud Limitations
+
+- **Google Drive folders** require authentication — download manually and use a local path
+- **OneDrive** is best-effort: Microsoft has restricted public link access since Feb 2025
+- **Dropbox folders** download as ZIP — extracted automatically, macOS metadata stripped
+- **Max file size**: 100MB per file, 500MB total for folder downloads
+- **Timeout**: Default 30s (files) / 120s (folders). Override with `--timeout <ms>`
+
 ## CLI Usage
 
 ```bash
 # Dry-run (default) — scan + classify, no uploads
 clio jobs document-collection ingest --source ./client-docs/ [--json]
 
+# Cloud sources — Dropbox, Google Drive, OneDrive
+clio jobs document-collection ingest --source "https://www.dropbox.com/scl/fo/.../folder?rlkey=..." [--json]
+clio jobs document-collection ingest --source "https://drive.google.com/file/d/FILE_ID/view" [--json]
+clio jobs document-collection ingest --source "https://1drv.ms/f/s!..." [--json]
+
+# With timeout for large cloud downloads
+clio jobs document-collection ingest --source "https://www.dropbox.com/..." --timeout 120000 [--json]
+
 # Execute — scan + classify + upload to Jaz
 clio jobs document-collection ingest --source ./client-docs/ --execute \
   --api-key <key> --api-url https://api.jaz.ai [--json]
@@ -74,12 +103,13 @@ clio jobs document-collection ingest --source ./bank-csvs/ --execute \
 
 | Flag | Description |
 |------|-------------|
-| `--source <path>` | Local directory path (required) |
+| `--source <path\|url>` | Local directory path or public cloud share link — Dropbox, Google Drive, OneDrive (required) |
 | `--type <type>` | Force all files to: `invoice`, `bill`, or `bank-statement` |
 | `--execute` | Upload to Jaz API (without this flag, only scans/classifies) |
 | `--api-key <key>` | Jaz Magic API key (required for `--execute`) |
 | `--api-url <url>` | Jaz API base URL (required for `--execute`) |
 | `--bank-account <id>` | Bank account CoA resourceId (required for bank statement uploads) |
+| `--timeout <ms>` | Download timeout in milliseconds (default: 30000 for files, 120000 for folders) |
 | `--json` | Structured JSON output |
 
 ## Magic API Details

package/assets/skills/transaction-recipes/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: transaction-recipes
-version: 3.3.0
+version: 3.3.1
 description: 16 IFRS-compliant recipes for complex multi-step accounting in Jaz — prepaid amortization, deferred revenue, loan schedules, IFRS 16 leases, hire purchase, fixed deposits, asset disposal, FX revaluation, ECL provisioning, IAS 37 provisions, dividends, intercompany, and capital WIP. Each recipe includes journal entries, capsule structure, and verification steps. Paired with 10 financial calculators that produce execution-ready blueprints with workings.
 license: MIT
 compatibility: Works with Claude Code, Claude Cowork, Claude.ai, and any agent that reads markdown. For API payloads, load the jaz-api skill alongside this one.
@@ -117,10 +117,6 @@ Each recipe includes: scenario description, accounts involved, journal entries,
 
 16. **[Capital WIP to Fixed Asset](references/capital-wip.md)** — Cost accumulation in CIP account during construction/development, transfer to FA on completion, auto-depreciation via Jaz FA module.
 
-### Utility — Reconciliation
-
-17. **[Bank Reconciliation Matcher](references/bank-match.md)** — 5-phase cascade algorithm matching bank records to cashflow transactions. Finds 1:1, N:1, 1:N, and N:M matches with confidence scores. *Paired job tool: `clio jobs bank-recon match`*
-
 ## How to Use These Recipes
 
 1. **Read the recipe** for your scenario — understand the accounts, journal entries, and capsule structure.

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "3.3.0",
+  "version": "3.3.1",
   "description": "Clio — Command Line Interface Orchestrator for Jaz AI",
   "type": "module",
   "bin": {