jaz-clio 4.25.2 → 4.25.4

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 4.25.2
+version: 4.25.4
 description: Complete reference for the Jaz 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 API key (x-jk-api-key header). Works with Claude Code, Google Antigravity, OpenAI Codex, GitHub Copilot, Cursor, and any agent that reads markdown.
@@ -85,7 +85,7 @@ You are working with the **Jaz REST API** — the accounting platform backend. A
 
 ### Custom Fields
 35. **Do NOT send `appliesTo` on custom field POST** — causes "Invalid request body". Only send `name`, `type`, `printOnDocuments`.
-35a. **Custom field values on transactions**: Set via `customFields: [{ customFieldName: "PO Number", actualValue: "PO-123" }]` on invoice/bill/customer-CN/supplier-CN/payment/item create/update. NOT on journals, cash entries, or cash transfers. Read from GET responses in the same shape.
+35a. **Custom field values on transactions**: Set via `customFields: [{ customFieldName: "PO Number", actualValue: "PO-123" }]` on invoice/bill/customer-CN/supplier-CN/payment/item/fixed-asset create/update. NOT on journals, cash entries, or cash transfers. Read from GET responses in the same shape.
 35b. **Custom field search**: `POST /custom-fields/search` with filter/sort/limit/offset. Filter by `customFieldName` (StringExpression), `datatypeCode` (StringExpression: TEXT, DATE, DROPDOWN).
 35c. **Custom field GET**: `GET /custom-fields/:resourceId` returns full definition including `applyToSales`, `applyToPurchase`, `applyToCreditNote`, `applyToPayment`, `printOnDocuments`, `listOptions`.
 

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 4.25.2
+version: 4.25.4
 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: jaz-jobs
-version: 4.25.2
+version: 4.25.4
 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 jaz-recipes skill.

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

@@ -1,6 +1,6 @@
 ---
 name: jaz-recipes
-version: 4.25.2
+version: 4.25.4
 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 13 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.

package/dist/commands/bank-rules.js

@@ -45,13 +45,20 @@ export function registerBankRulesCommand(program) {
     cmd
         .command('search <query>')
         .description('Search bank rules')
+        .option('--account <resourceId>', 'Filter by bank account resourceId')
+        .option('--sort <field>', 'Sort field (default: name)')
+        .option('--order <direction>', 'Sort order: ASC or DESC (default: ASC)')
         .option('--limit <n>', 'Max results', parsePositiveInt)
         .option('--offset <n>', 'Offset', parseNonNegativeInt)
         .option('--api-key <key>', 'API key')
         .option('--format <type>', 'Output format: table, json, csv, yaml')
         .option('--json', 'JSON output')
         .action((query, opts) => apiAction(async (client) => {
-        const result = await paginatedFetch(opts, ({ limit, offset }) => searchBankRules(client, { filter: { name: { contains: query } }, limit, offset }), { label: 'Searching bank rules', defaultLimit: 20 });
+        const filter = { name: { contains: query } };
+        if (opts.account)
+            filter.bankAccountResourceId = { eq: opts.account };
+        const sort = { sortBy: [opts.sort ?? 'name'], order: (opts.order ?? 'ASC') };
+        const result = await paginatedFetch(opts, ({ limit, offset }) => searchBankRules(client, { filter, limit, offset, sort }), { label: 'Searching bank rules', defaultLimit: 20 });
         outputList(result, BANK_RULES_COLUMNS, opts, 'Bank Rules'); // eslint-disable-line @typescript-eslint/no-explicit-any
     })(opts));
     cmd

package/dist/commands/bills.js

@@ -75,8 +75,13 @@ export function registerBillsCommand(program) {
         .option('--ref <reference>', 'Filter by reference (contains)')
         .option('--status <status>', 'Filter by status (DRAFT, UNPAID, PAID, OVERDUE, VOIDED)')
         .option('--contact <resourceId>', 'Filter by contact name or resourceId')
+        .option('--tag <name>', 'Filter by tag')
+        .option('--min-amount <n>', 'Minimum total amount', parseMoney)
+        .option('--max-amount <n>', 'Maximum total amount', parseMoney)
         .option('--from <YYYY-MM-DD>', 'Filter from date (inclusive)')
         .option('--to <YYYY-MM-DD>', 'Filter to date (inclusive)')
+        .option('--due-from <YYYY-MM-DD>', 'Filter by due date from (inclusive)')
+        .option('--due-to <YYYY-MM-DD>', 'Filter by due date to (inclusive)')
         .option('--sort <field>', 'Sort field (default: valueDate)')
         .option('--order <direction>', 'Sort order: ASC or DESC (default: DESC)')
         .option('--limit <n>', 'Max results (default 20)', parsePositiveInt)
@@ -99,6 +104,16 @@ export function registerBillsCommand(program) {
             filter.status = { eq: opts.status };
         if (opts.contact)
             filter.contactResourceId = { eq: opts.contact };
+        if (opts.tag)
+            filter.tags = { eq: opts.tag };
+        if (opts.minAmount !== undefined || opts.maxAmount !== undefined) {
+            const af = {};
+            if (opts.minAmount !== undefined)
+                af.gte = opts.minAmount;
+            if (opts.maxAmount !== undefined)
+                af.lte = opts.maxAmount;
+            filter.totalAmount = af;
+        }
         if (opts.from || opts.to) {
             const dateFilter = {};
             if (opts.from)
@@ -107,6 +122,14 @@ export function registerBillsCommand(program) {
                 dateFilter.lte = opts.to;
             filter.valueDate = dateFilter;
         }
+        if (opts.dueFrom || opts.dueTo) {
+            const df = {};
+            if (opts.dueFrom)
+                df.gte = opts.dueFrom;
+            if (opts.dueTo)
+                df.lte = opts.dueTo;
+            filter.dueDate = df;
+        }
         const searchFilter = Object.keys(filter).length > 0 ? filter : undefined;
         const sort = { sortBy: [opts.sort ?? 'valueDate'], order: (opts.order ?? 'DESC') };
         const result = await paginatedFetch(opts, ({ limit, offset }) => searchBills(client, { filter: searchFilter, limit, offset, sort }), { label: 'Searching bills', defaultLimit: 20 });

package/dist/commands/contacts.js

@@ -40,6 +40,8 @@ export function registerContactsCommand(program) {
         .option('--max-rows <n>', 'Max rows for --all (default 10000)', parsePositiveInt)
         .option('--customer', 'Filter to customers only')
         .option('--supplier', 'Filter to suppliers only')
+        .option('--status <status>', 'Filter by status (ACTIVE, INACTIVE; default: ACTIVE)')
+        .option('--email <email>', 'Filter by email (contains)')
         .option('--sort <field>', 'Sort field (default: name)')
         .option('--order <direction>', 'Sort order: ASC or DESC (default: ASC)')
         .option('--api-key <key>', 'API key (overrides stored/env)')
@@ -47,13 +49,15 @@ export function registerContactsCommand(program) {
         .option('--json', 'Output as JSON')
         .action((query, opts) => apiAction(async (client) => {
         const filter = {
-            status: { eq: 'ACTIVE' },
+            status: { eq: opts.status ?? 'ACTIVE' },
             name: { contains: query },
         };
         if (opts.customer)
             filter.customer = { eq: true };
         if (opts.supplier)
             filter.supplier = { eq: true };
+        if (opts.email)
+            filter.email = { contains: opts.email };
         const sort = { sortBy: [opts.sort ?? 'name'], order: (opts.order ?? 'ASC') };
         const result = await paginatedFetch(opts, ({ limit, offset }) => searchContacts(client, { filter, limit, offset, sort }), { label: 'Searching contacts', defaultLimit: 20 });
         outputList(result, CONTACTS_COLUMNS, opts, 'Contacts'); // eslint-disable-line @typescript-eslint/no-explicit-any

package/dist/commands/fixed-assets.js

@@ -1,7 +1,7 @@
 import chalk from 'chalk';
 import { listFixedAssets, getFixedAsset, searchFixedAssets, createFixedAsset, updateFixedAsset, deleteFixedAsset, discardFixedAsset, markFixedAssetSold, transferFixedAsset, undoFixedAssetDisposal, } from '../core/api/fixed-assets.js';
 import { apiAction } from './api-action.js';
-import { parsePositiveInt, parseNonNegativeInt, readBodyInput } from './parsers.js';
+import { parsePositiveInt, parseNonNegativeInt, readBodyInput, parseCustomFields } from './parsers.js';
 import { paginatedFetch } from './pagination.js';
 import { outputList } from './output.js';
 import { formatId, formatCurrency } from './format-helpers.js';
@@ -53,8 +53,13 @@ export function registerFixedAssetsCommand(program) {
     cmd
         .command('search')
         .description('Search fixed assets')
-        .option('--query <term>', 'Search by name/reference')
+        .option('--query <term>', 'Search by name')
         .option('--status <status>', 'Filter by status (ONGOING, COMPLETED, DISPOSED, DRAFT)')
+        .option('--tag <name>', 'Filter by tag')
+        .option('--category <cat>', 'Filter by category')
+        .option('--reference <ref>', 'Filter by reference (contains)')
+        .option('--sort <field>', 'Sort field (default: name)')
+        .option('--order <direction>', 'Sort order: ASC or DESC (default: ASC)')
         .option('--limit <n>', 'Max results', parsePositiveInt)
         .option('--offset <n>', 'Offset', parseNonNegativeInt)
         .option('--format <type>', 'Output format: table, json, csv, yaml')
@@ -66,13 +71,21 @@ export function registerFixedAssetsCommand(program) {
             filter.name = { contains: opts.query };
         if (opts.status)
             filter.status = { eq: opts.status };
-        const result = await paginatedFetch(opts, ({ limit, offset }) => searchFixedAssets(client, { filter, limit, offset }), { label: 'Searching fixed assets', defaultLimit: 20 });
+        if (opts.tag)
+            filter.tags = { eq: opts.tag };
+        if (opts.category)
+            filter.category = { eq: opts.category };
+        if (opts.reference)
+            filter.reference = { contains: opts.reference };
+        const sort = { sortBy: [opts.sort ?? 'name'], order: (opts.order ?? 'ASC') };
+        const result = await paginatedFetch(opts, ({ limit, offset }) => searchFixedAssets(client, { filter, limit, offset, sort }), { label: 'Searching fixed assets', defaultLimit: 20 });
         outputList(result, FA_COLUMNS, opts, 'Fixed Assets'); // eslint-disable-line @typescript-eslint/no-explicit-any
     }));
     cmd
         .command('create')
         .description('Register a new fixed asset')
         .option('--input <file>', 'Read request body from JSON file')
+        .option('--custom-fields <json>', 'Custom field values as JSON array: [{\"customFieldName\":\"PO Number\",\"actualValue\":\"PO-123\"}]')
         .option('--format <type>', 'Output format: table, json, csv, yaml')
         .option('--api-key <key>', 'API key')
         .option('--json', 'JSON output')
@@ -82,6 +95,8 @@ export function registerFixedAssetsCommand(program) {
             console.error(chalk.red('Use --input <file> to provide asset data.'));
             process.exit(1);
         }
+        if (opts.customFields)
+            body.customFields = parseCustomFields(opts.customFields);
         // eslint-disable-next-line @typescript-eslint/no-explicit-any
         const res = await createFixedAsset(client, body);
         if (opts.json) {
@@ -109,6 +124,7 @@ export function registerFixedAssetsCommand(program) {
         .command('update <resourceId>')
         .description('Update a fixed asset')
         .option('--name <name>', 'New name')
+        .option('--custom-fields <json>', 'Custom field values as JSON array')
         .option('--input <file>', 'Read full update body from JSON file')
         .option('--format <type>', 'Output format: table, json, csv, yaml')
         .option('--api-key <key>', 'API key')
@@ -123,6 +139,8 @@ export function registerFixedAssetsCommand(program) {
             data = {};
             if (opts.name !== undefined)
                 data.name = opts.name;
+            if (opts.customFields)
+                data.customFields = parseCustomFields(opts.customFields);
         }
         const res = await updateFixedAsset(client, resourceId, data);
         if (opts.json) {

package/dist/commands/invoices.js

@@ -77,8 +77,13 @@ export function registerInvoicesCommand(program) {
         .option('--ref <reference>', 'Filter by reference (contains)')
         .option('--status <status>', 'Filter by status (DRAFT, UNPAID, PAID, OVERDUE, VOIDED)')
         .option('--contact <resourceId>', 'Filter by contact name or resourceId')
+        .option('--tag <name>', 'Filter by tag')
+        .option('--min-amount <n>', 'Minimum total amount', parseMoney)
+        .option('--max-amount <n>', 'Maximum total amount', parseMoney)
         .option('--from <YYYY-MM-DD>', 'Filter from date (inclusive)')
         .option('--to <YYYY-MM-DD>', 'Filter to date (inclusive)')
+        .option('--due-from <YYYY-MM-DD>', 'Filter by due date from (inclusive)')
+        .option('--due-to <YYYY-MM-DD>', 'Filter by due date to (inclusive)')
         .option('--sort <field>', 'Sort field (default: valueDate)')
         .option('--order <direction>', 'Sort order: ASC or DESC (default: DESC)')
         .option('--limit <n>', 'Max results (default 20)', parsePositiveInt)
@@ -101,6 +106,16 @@ export function registerInvoicesCommand(program) {
             filter.status = { eq: opts.status };
         if (opts.contact)
             filter.contactResourceId = { eq: opts.contact };
+        if (opts.tag)
+            filter.tags = { eq: opts.tag };
+        if (opts.minAmount !== undefined || opts.maxAmount !== undefined) {
+            const af = {};
+            if (opts.minAmount !== undefined)
+                af.gte = opts.minAmount;
+            if (opts.maxAmount !== undefined)
+                af.lte = opts.maxAmount;
+            filter.totalAmount = af;
+        }
         if (opts.from || opts.to) {
             const dateFilter = {};
             if (opts.from)
@@ -109,6 +124,14 @@ export function registerInvoicesCommand(program) {
                 dateFilter.lte = opts.to;
             filter.valueDate = dateFilter;
         }
+        if (opts.dueFrom || opts.dueTo) {
+            const df = {};
+            if (opts.dueFrom)
+                df.gte = opts.dueFrom;
+            if (opts.dueTo)
+                df.lte = opts.dueTo;
+            filter.dueDate = df;
+        }
         const searchFilter = Object.keys(filter).length > 0 ? filter : undefined;
         const sort = { sortBy: [opts.sort ?? 'valueDate'], order: (opts.order ?? 'DESC') };
         const result = await paginatedFetch(opts, ({ limit, offset }) => searchInvoices(client, { filter: searchFilter, limit, offset, sort }), { label: 'Searching invoices', defaultLimit: 20 });

package/dist/commands/journals.js

@@ -42,6 +42,8 @@ export function registerJournalsCommand(program) {
         .option('--from <YYYY-MM-DD>', 'Filter from date (inclusive)')
         .option('--to <YYYY-MM-DD>', 'Filter to date (inclusive)')
         .option('--status <status>', 'Filter by status (DRAFT, FINALIZED)')
+        .option('--tag <name>', 'Filter by tag')
+        .option('--type <type>', 'Filter by type (JOURNAL_MANUAL, JOURNAL_DIRECT_CASH_IN, JOURNAL_DIRECT_CASH_OUT)')
         .option('--sort <field>', 'Sort field (default: valueDate)')
         .option('--order <direction>', 'Sort order: ASC or DESC (default: DESC)')
         .option('--limit <n>', 'Max results (default 20)', parsePositiveInt)
@@ -57,6 +59,10 @@ export function registerJournalsCommand(program) {
             filter.reference = { contains: opts.ref };
         if (opts.status)
             filter.status = { eq: opts.status };
+        if (opts.tag)
+            filter.tags = { eq: opts.tag };
+        if (opts.type)
+            filter.type = { eq: opts.type };
         if (opts.from || opts.to) {
             const dateFilter = {};
             if (opts.from)

package/dist/commands/payments.js

@@ -40,6 +40,8 @@ export function registerPaymentsCommand(program) {
         .option('--to <YYYY-MM-DD>', 'Filter to date (inclusive)')
         .option('--method <method>', 'Filter by payment method')
         .option('--type <type>', 'Filter by transaction type (SALE, PURCHASE, etc.)')
+        .option('--direction <dir>', 'Filter by direction: PAYIN or PAYOUT')
+        .option('--account <resourceId>', 'Filter by account resourceId')
         .option('--ref <reference>', 'Filter by reference (contains)')
         .option('--sort <field>', 'Sort field (default: valueDate)')
         .option('--order <direction>', 'Sort order: ASC or DESC (default: DESC)')
@@ -56,6 +58,10 @@ export function registerPaymentsCommand(program) {
             filter.businessTransactionReference = { contains: opts.ref };
         if (opts.type)
             filter.businessTransactionType = { eq: opts.type };
+        if (opts.direction)
+            filter.direction = { eq: opts.direction };
+        if (opts.account)
+            filter.organizationAccountResourceId = { eq: opts.account };
         if (opts.from || opts.to) {
             const dateFilter = {};
             if (opts.from)

package/dist/core/registry/tools.js

@@ -1924,10 +1924,15 @@ export const TOOL_DEFINITIONS = [
     },
     {
         name: 'search_payments',
-        description: 'Search payments with filters (date, type, direction).',
+        description: 'Search payments with filters (date, type, direction, reference, account).',
         params: {
             ...SEARCH_PARAMS,
-            businessTransactionType: { type: 'string', description: 'Filter by type' },
+            businessTransactionType: { type: 'string', description: 'Filter by type (SALE, PURCHASE, JOURNAL_MANUAL, etc.)' },
+            direction: { type: 'string', description: 'Filter by direction: PAYIN or PAYOUT' },
+            fromDate: { type: 'string', description: 'Filter from date (YYYY-MM-DD, inclusive)' },
+            toDate: { type: 'string', description: 'Filter to date (YYYY-MM-DD, inclusive)' },
+            reference: { type: 'string', description: 'Filter by reference (contains)' },
+            accountResourceId: { type: 'string', description: 'Filter by account resourceId' },
         },
         required: [],
         group: 'payments',
@@ -1937,6 +1942,20 @@ export const TOOL_DEFINITIONS = [
             const filter = {};
             if (input.businessTransactionType)
                 filter.businessTransactionType = { eq: input.businessTransactionType };
+            if (input.direction)
+                filter.direction = { eq: input.direction };
+            if (input.reference)
+                filter.businessTransactionReference = { contains: input.reference };
+            if (input.accountResourceId)
+                filter.organizationAccountResourceId = { eq: input.accountResourceId };
+            if (input.fromDate || input.toDate) {
+                const df = {};
+                if (input.fromDate)
+                    df.gte = input.fromDate;
+                if (input.toDate)
+                    df.lte = input.toDate;
+                filter.valueDate = df;
+            }
             return handlePaginationMode(mode, (off, lim) => searchPayments(ctx.client, {
                 filter: Object.keys(filter).length > 0 ? filter : undefined,
                 limit: lim, offset: off,
@@ -2925,6 +2944,7 @@ Auto-resolves accounts from chart of accounts. Provide bankAccountName for recip
             accumulatedDepreciationAccountResourceId: { type: 'string', description: 'Accumulated depreciation account resourceId' },
             internalNotes: { type: 'string', description: 'Internal notes' },
             saveAsDraft: { type: 'boolean', description: 'Save as draft (default true)' },
+            customFields: CUSTOM_FIELDS_PARAM,
         },
         required: ['name', 'purchaseAmount', 'purchaseDate', 'purchaseAssetAccountResourceId'],
         group: 'fixed_assets',
@@ -2940,6 +2960,7 @@ Auto-resolves accounts from chart of accounts. Provide bankAccountName for recip
             internalNotes: { type: 'string' },
             depreciationMethod: { type: 'string' },
             effectiveLife: { type: 'number' },
+            customFields: CUSTOM_FIELDS_PARAM,
         },
         required: ['resourceId'],
         group: 'fixed_assets',

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "4.25.2",
+  "version": "4.25.4",
   "description": "Clio — Command Line Interface Orchestrator for Jaz AI.",
   "type": "module",
   "bin": {