jaz-clio 4.25.4 → 4.25.6

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 4.25.4
+version: 4.25.6
 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.

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 4.25.4
+version: 4.25.6
 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: 4.25.4
+version: 4.25.6
 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: 4.25.4
+version: 4.25.6
 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/attachments.js

@@ -3,6 +3,12 @@ import { readFileSync } from 'node:fs';
 import { basename, extname, resolve } from 'node:path';
 import { listAttachments, addAttachment, fetchAttachmentTable } from '../core/api/attachments.js';
 import { apiAction } from './api-action.js';
+import { outputList } from './output.js';
+import { formatId } from './format-helpers.js';
+const ATTACHMENTS_COLUMNS = [
+    { key: 'resourceId', header: 'ID', format: formatId },
+    { key: 'fileName', header: 'File Name' },
+];
 const BT_TYPES = ['invoices', 'bills', 'journals', 'scheduled_journals', 'customer-credit-notes', 'supplier-credit-notes'];
 const ATTACHMENT_MIME_MAP = {
     '.pdf': 'application/pdf',
@@ -27,6 +33,7 @@ export function registerAttachmentsCommand(program) {
         .requiredOption('--type <type>', `Transaction type (${BT_TYPES.join(', ')})`)
         .requiredOption('--id <resourceId>', 'Transaction resourceId')
         .option('--api-key <key>', 'API key')
+        .option('--format <type>', 'Output format: table, json, csv, yaml')
         .option('--json', 'Output as JSON')
         .action(apiAction(async (client, opts) => {
         const btType = opts.type;
@@ -35,16 +42,14 @@ export function registerAttachmentsCommand(program) {
             process.exit(1);
         }
         const result = await listAttachments(client, btType, opts.id);
-        if (opts.json) {
-            console.log(JSON.stringify(result, null, 2));
-        }
-        else {
-            const items = result.data ?? [];
-            console.log(chalk.bold(`${items.length} attachment(s)`));
-            for (const a of items) {
-                console.log(`  ${a.resourceId}  ${a.fileName}`);
-            }
-        }
+        const items = result.data ?? [];
+        const wrapped = {
+            data: items,
+            totalElements: result.totalElements ?? items.length, // eslint-disable-line @typescript-eslint/no-explicit-any
+            totalPages: result.totalPages ?? 1, // eslint-disable-line @typescript-eslint/no-explicit-any
+            truncated: result.truncated ?? false, // eslint-disable-line @typescript-eslint/no-explicit-any
+        };
+        outputList(wrapped, ATTACHMENTS_COLUMNS, opts, 'Attachments'); // eslint-disable-line @typescript-eslint/no-explicit-any
     }));
     // ── clio attachments add ───────────────────────────────────────
     attachments

package/dist/commands/auth.js

@@ -3,6 +3,7 @@ import prompts from 'prompts';
 import { clearStoredCredentials, requireAuth, getProfile, setProfile, removeProfile, getActiveLabel, setActiveLabel, listProfiles, findLabelByApiKey, resolvedAuthSource, } from '../core/auth/index.js';
 import { JazClient } from '../core/api/client.js';
 import { getOrganization } from '../core/api/organization.js';
+import { outputList } from './output.js';
 /** Escape a string for safe use in shell export statements. */
 function shellEscape(s) {
     if (/^[a-zA-Z0-9_-]+$/.test(s))
@@ -159,10 +160,12 @@ export function registerAuthCommand(program) {
     auth
         .command('list')
         .description('List all registered orgs')
+        .option('--format <type>', 'Output format: table, json, csv, yaml')
         .option('--json', 'Output as JSON')
         .action((opts) => {
         const orgs = listProfiles();
         const active = getActiveLabel();
+        // Preserve original --json envelope (backwards compat)
         if (opts.json) {
             const entries = Object.entries(orgs).map(([label, entry]) => ({
                 label,
@@ -172,6 +175,26 @@ export function registerAuthCommand(program) {
             console.log(JSON.stringify({ active, orgs: entries }, null, 2));
             return;
         }
+        // --format (table/csv/yaml) via outputList
+        if (opts.format) {
+            const entries = Object.entries(orgs).map(([label, entry]) => ({
+                label,
+                active: label === active,
+                orgName: entry.orgName,
+                currency: entry.currency,
+                country: entry.country,
+            }));
+            const columns = [
+                { key: 'label', header: 'Label' },
+                { key: 'active', header: 'Active' },
+                { key: 'orgName', header: 'Org Name' },
+                { key: 'currency', header: 'Currency' },
+                { key: 'country', header: 'Country' },
+            ];
+            const wrapped = { data: entries, totalElements: entries.length, totalPages: 1, truncated: false }; // eslint-disable-line @typescript-eslint/no-explicit-any
+            outputList(wrapped, columns, opts, 'Auth Profiles');
+            return;
+        }
         const labels = Object.keys(orgs);
         if (labels.length === 0) {
             console.error(chalk.yellow('No orgs registered. Run `clio auth add <key>` to get started.'));

package/dist/commands/bookmarks.js

@@ -2,7 +2,15 @@ import chalk from 'chalk';
 import { listBookmarks, getBookmark, createBookmarks, updateBookmark, } from '../core/api/bookmarks.js';
 import { apiAction } from './api-action.js';
 import { parsePositiveInt, parseNonNegativeInt, readBodyInput, requireFields } from './parsers.js';
-import { paginatedFetch, paginatedJson, displaySlice } from './pagination.js';
+import { paginatedFetch } from './pagination.js';
+import { outputList } from './output.js';
+import { formatId } from './format-helpers.js';
+const BOOKMARKS_COLUMNS = [
+    { key: 'resourceId', header: 'ID', format: formatId },
+    { key: 'name', header: 'Name' },
+    { key: 'categoryCode', header: 'Category' },
+    { key: 'value', header: 'Value' },
+];
 export function registerBookmarksCommand(program) {
     const bm = program
         .command('bookmarks')
@@ -16,21 +24,11 @@ export function registerBookmarksCommand(program) {
         .option('--all', 'Fetch all pages')
         .option('--max-rows <n>', 'Max rows for --all (default 10000)', parsePositiveInt)
         .option('--api-key <key>', 'API key (overrides stored/env)')
+        .option('--format <type>', 'Output format: table, json, csv, yaml')
         .option('--json', 'Output as JSON')
         .action(apiAction(async (client, opts) => {
         const result = await paginatedFetch(opts, (p) => listBookmarks(client, p), { label: 'Fetching bookmarks' });
-        if (opts.json) {
-            console.log(paginatedJson(result, opts));
-        }
-        else {
-            console.log(chalk.bold(`Bookmarks (${result.data.length} of ${result.totalElements}):\n`));
-            const { items, overflow } = displaySlice(result.data);
-            for (const b of items) {
-                console.log(`  ${chalk.cyan(b.resourceId)}  ${b.name}  ${chalk.dim(b.categoryCode)}  ${b.value}`);
-            }
-            if (overflow > 0)
-                console.log(chalk.dim(`  ... and ${overflow.toLocaleString()} more (use --json for full output)`));
-        }
+        outputList(result, BOOKMARKS_COLUMNS, opts, 'Bookmarks'); // eslint-disable-line @typescript-eslint/no-explicit-any
     }));
     // ── clio bookmarks get ────────────────────────────────────────
     bm

package/dist/commands/org-users.js

@@ -2,7 +2,22 @@ import chalk from 'chalk';
 import { listOrgUsers, searchOrgUsers, inviteOrgUser, updateOrgUser, removeOrgUser, } from '../core/api/org-users.js';
 import { apiAction } from './api-action.js';
 import { parsePositiveInt, parseNonNegativeInt, readBodyInput, requireFields } from './parsers.js';
-import { paginatedFetch, paginatedJson, displaySlice } from './pagination.js';
+import { paginatedFetch } from './pagination.js';
+import { outputList } from './output.js';
+import { formatId } from './format-helpers.js';
+const ORG_USERS_COLUMNS = [
+    { key: 'resourceId', header: 'ID', format: formatId },
+    { key: 'firstName', header: 'First Name' },
+    { key: 'lastName', header: 'Last Name' },
+    { key: 'email', header: 'Email' },
+    {
+        key: 'moduleRoles',
+        header: 'Roles',
+        format: (roles) => Array.isArray(roles)
+            ? roles.map((r) => `${r.moduleName}:${r.roleCode}`).join(', ')
+            : String(roles ?? ''),
+    },
+];
 export function registerOrgUsersCommand(program) {
     const ou = program
         .command('org-users')
@@ -16,22 +31,11 @@ export function registerOrgUsersCommand(program) {
         .option('--all', 'Fetch all pages')
         .option('--max-rows <n>', 'Max rows for --all (default 10000)', parsePositiveInt)
         .option('--api-key <key>', 'API key (overrides stored/env)')
+        .option('--format <type>', 'Output format: table, json, csv, yaml')
         .option('--json', 'Output as JSON')
         .action(apiAction(async (client, opts) => {
         const result = await paginatedFetch(opts, (p) => listOrgUsers(client, p), { label: 'Fetching org users' });
-        if (opts.json) {
-            console.log(paginatedJson(result, opts));
-        }
-        else {
-            console.log(chalk.bold(`Org Users (${result.data.length} of ${result.totalElements}):\n`));
-            const { items, overflow } = displaySlice(result.data);
-            for (const u of items) {
-                const roles = u.moduleRoles.map((r) => `${r.moduleName}:${r.roleCode}`).join(', ');
-                console.log(`  ${chalk.cyan(u.resourceId)}  ${u.firstName} ${u.lastName}  ${chalk.dim(u.email)}  ${roles}`);
-            }
-            if (overflow > 0)
-                console.log(chalk.dim(`  ... and ${overflow.toLocaleString()} more (use --json for full output)`));
-        }
+        outputList(result, ORG_USERS_COLUMNS, opts, 'Org Users'); // eslint-disable-line @typescript-eslint/no-explicit-any
     }));
     // ── clio org-users search ─────────────────────────────────────
     ou
@@ -44,6 +48,7 @@ export function registerOrgUsersCommand(program) {
         .option('--all', 'Fetch all pages')
         .option('--max-rows <n>', 'Max rows for --all (default 10000)', parsePositiveInt)
         .option('--api-key <key>', 'API key (overrides stored/env)')
+        .option('--format <type>', 'Output format: table, json, csv, yaml')
         .option('--json', 'Output as JSON')
         .action((query, opts) => apiAction(async (client) => {
         const filter = {
@@ -55,22 +60,7 @@ export function registerOrgUsersCommand(program) {
         };
         const sort = { sortBy: [opts.sort ?? 'firstName'], order: (opts.order ?? 'ASC') };
         const result = await paginatedFetch(opts, ({ limit, offset }) => searchOrgUsers(client, { filter, limit, offset, sort }), { label: 'Searching org users', defaultLimit: 20 });
-        if (opts.json) {
-            console.log(paginatedJson(result, opts));
-        }
-        else {
-            if (result.data.length === 0) {
-                console.log('No users found.');
-                return;
-            }
-            console.log(chalk.bold(`Found ${result.data.length} user(s):\n`));
-            const { items, overflow } = displaySlice(result.data);
-            for (const u of items) {
-                console.log(`  ${chalk.cyan(u.resourceId)}  ${u.firstName} ${u.lastName}  ${chalk.dim(u.email)}`);
-            }
-            if (overflow > 0)
-                console.log(chalk.dim(`  ... and ${overflow.toLocaleString()} more (use --json for full output)`));
-        }
+        outputList(result, ORG_USERS_COLUMNS, opts, 'Org Users'); // eslint-disable-line @typescript-eslint/no-explicit-any
     })(opts));
     // ── clio org-users invite ─────────────────────────────────────
     ou

package/dist/commands/tax-profiles.js

@@ -2,7 +2,19 @@ import chalk from 'chalk';
 import { listTaxProfiles, listTaxTypes, createTaxProfile, getTaxProfile, searchTaxProfiles, updateTaxProfile, listWithholdingTaxCodes, } from '../core/api/tax-profiles.js';
 import { apiAction } from './api-action.js';
 import { parsePositiveInt, parseNonNegativeInt, requireFields } from './parsers.js';
-import { paginatedFetch, paginatedJson, displaySlice } from './pagination.js';
+import { paginatedFetch } from './pagination.js';
+import { outputList } from './output.js';
+import { formatId } from './format-helpers.js';
+const TAX_PROFILES_COLUMNS = [
+    { key: 'resourceId', header: 'ID', format: formatId },
+    { key: 'name', header: 'Name' },
+    { key: 'taxRate', header: 'Rate (%)' },
+    { key: 'taxTypeCode', header: 'Tax Type' },
+];
+const TAX_TYPES_COLUMNS = [
+    { key: 'code', header: 'Code' },
+    { key: 'name', header: 'Name' },
+];
 export function registerTaxProfilesCommand(program) {
     const tp = program
         .command('tax-profiles')
@@ -16,21 +28,11 @@ export function registerTaxProfilesCommand(program) {
         .option('--all', 'Fetch all pages')
         .option('--max-rows <n>', 'Max rows for --all (default 10000)', parsePositiveInt)
         .option('--api-key <key>', 'API key (overrides stored/env)')
+        .option('--format <type>', 'Output format: table, json, csv, yaml')
         .option('--json', 'Output as JSON')
         .action(apiAction(async (client, opts) => {
         const result = await paginatedFetch(opts, (p) => listTaxProfiles(client, p), { label: 'Fetching tax profiles' });
-        if (opts.json) {
-            console.log(paginatedJson(result, opts));
-        }
-        else {
-            console.log(chalk.bold(`Tax Profiles (${result.data.length} of ${result.totalElements}):\n`));
-            const { items, overflow } = displaySlice(result.data);
-            for (const tp of items) {
-                console.log(`  ${chalk.cyan(tp.resourceId)}  ${tp.name}  ${tp.taxRate}%  ${chalk.dim(tp.taxTypeCode)}`);
-            }
-            if (overflow > 0)
-                console.log(chalk.dim(`  ... and ${overflow.toLocaleString()} more (use --json for full output)`));
-        }
+        outputList(result, TAX_PROFILES_COLUMNS, opts, 'Tax Profiles'); // eslint-disable-line @typescript-eslint/no-explicit-any
     }));
     // ── clio tax-profiles types ───────────────────────────────────
     tp
@@ -41,21 +43,11 @@ export function registerTaxProfilesCommand(program) {
         .option('--all', 'Fetch all pages')
         .option('--max-rows <n>', 'Max rows for --all (default 10000)', parsePositiveInt)
         .option('--api-key <key>', 'API key (overrides stored/env)')
+        .option('--format <type>', 'Output format: table, json, csv, yaml')
         .option('--json', 'Output as JSON')
         .action(apiAction(async (client, opts) => {
         const result = await paginatedFetch(opts, (p) => listTaxTypes(client, p), { label: 'Fetching tax types' });
-        if (opts.json) {
-            console.log(paginatedJson(result, opts));
-        }
-        else {
-            console.log(chalk.bold(`Tax Types (${result.data.length} of ${result.totalElements}):\n`));
-            const { items, overflow } = displaySlice(result.data);
-            for (const tt of items) {
-                console.log(`  ${chalk.cyan(tt.code)}  ${tt.name}`);
-            }
-            if (overflow > 0)
-                console.log(chalk.dim(`  ... and ${overflow.toLocaleString()} more (use --json for full output)`));
-        }
+        outputList(result, TAX_TYPES_COLUMNS, opts, 'Tax Types'); // eslint-disable-line @typescript-eslint/no-explicit-any
     }));
     // ── clio tax-profiles get ────────────────────────────────────
     tp
@@ -89,6 +81,7 @@ export function registerTaxProfilesCommand(program) {
         .option('--all', 'Fetch all pages')
         .option('--max-rows <n>', 'Max rows for --all (default 10000)', parsePositiveInt)
         .option('--api-key <key>', 'API key (overrides stored/env)')
+        .option('--format <type>', 'Output format: table, json, csv, yaml')
         .option('--json', 'Output as JSON')
         .action(apiAction(async (client, opts) => {
         const filter = {};
@@ -99,22 +92,7 @@ export function registerTaxProfilesCommand(program) {
         const searchFilter = Object.keys(filter).length > 0 ? filter : undefined;
         const sort = { sortBy: [opts.sort ?? 'name'], order: (opts.order ?? 'ASC') };
         const result = await paginatedFetch(opts, ({ limit, offset }) => searchTaxProfiles(client, { filter: searchFilter, limit, offset, sort }), { label: 'Searching tax profiles', defaultLimit: 20 });
-        if (opts.json) {
-            console.log(paginatedJson(result, opts));
-        }
-        else {
-            if (result.data.length === 0) {
-                console.log('No tax profiles found.');
-                return;
-            }
-            console.log(chalk.bold(`Found ${result.data.length} tax profile(s):\n`));
-            const { items, overflow } = displaySlice(result.data);
-            for (const p of items) {
-                console.log(`  ${chalk.cyan(p.resourceId)}  ${p.name}  ${p.taxRate}%  ${chalk.dim(p.taxTypeCode)}`);
-            }
-            if (overflow > 0)
-                console.log(chalk.dim(`  ... and ${overflow.toLocaleString()} more (use --json for full output)`));
-        }
+        outputList(result, TAX_PROFILES_COLUMNS, opts, 'Tax Profiles'); // eslint-disable-line @typescript-eslint/no-explicit-any
     }));
     // ── clio tax-profiles update ────────────────────────────────
     tp

package/dist/core/registry/tools.js

@@ -212,18 +212,36 @@ export const TOOL_DEFINITIONS = [
         params: {
             name: { type: 'string', description: 'Account name' },
             code: { type: 'string', description: 'Account code (unique)' },
-            accountType: { type: 'string', description: 'Account type (e.g., "Current Assets", "Revenue")' },
+            accountType: { type: 'string', description: 'Exact API values: "Bank Accounts", "Cash", "Current Asset", "Fixed Asset", "Inventory", "Current Liability", "Non-current Liability", "Shareholders Equity", "Operating Revenue", "Other Revenue", "Operating Expense", "Direct Costs"' },
             currencyCode: { type: 'string', description: 'Currency code (e.g., "SGD")' },
         },
         required: ['name', 'code', 'accountType'],
         group: 'accounts',
         readOnly: false,
-        execute: async (ctx, input) => createAccount(ctx.client, {
-            code: input.code,
-            name: input.name,
-            accountType: input.accountType,
-            currencyCode: input.currencyCode,
-        }),
+        execute: async (ctx, input) => {
+            // Normalize common LLM variations to exact API values
+            const typeMap = {
+                'current assets': 'Current Asset', 'current asset': 'Current Asset',
+                'fixed assets': 'Fixed Asset', 'fixed asset': 'Fixed Asset',
+                'bank account': 'Bank Accounts', 'bank accounts': 'Bank Accounts', 'bank': 'Bank Accounts',
+                'current liabilities': 'Current Liability', 'current liability': 'Current Liability',
+                'non-current liabilities': 'Non-current Liability', 'non-current liability': 'Non-current Liability',
+                'equity': 'Shareholders Equity', 'shareholders equity': 'Shareholders Equity', "shareholders' equity": 'Shareholders Equity', "shareholder's equity": 'Shareholders Equity',
+                'revenue': 'Operating Revenue', 'operating revenue': 'Operating Revenue',
+                'other revenue': 'Other Revenue', 'other income': 'Other Revenue',
+                'expense': 'Operating Expense', 'operating expense': 'Operating Expense', 'expenses': 'Operating Expense',
+                'direct costs': 'Direct Costs', 'cost of goods sold': 'Direct Costs', 'cogs': 'Direct Costs',
+                'cash': 'Cash', 'inventory': 'Inventory',
+            };
+            const rawType = input.accountType;
+            const accountType = typeMap[rawType.toLowerCase()] ?? rawType;
+            return createAccount(ctx.client, {
+                code: input.code,
+                name: input.name,
+                accountType,
+                currencyCode: input.currencyCode,
+            });
+        },
     },
     {
         name: 'update_account',
@@ -316,24 +334,32 @@ export const TOOL_DEFINITIONS = [
     listTool('list_invoices', 'List invoices. Returns reference, date, status, contact, totalAmount. Paginated — response includes totalElements. Use limit/offset to page.', 'invoices', (client, off, lim) => listInvoices(client, { limit: lim, offset: off })),
     {
         name: 'search_invoices',
-        description: 'Search invoices by reference or contact name. Returns up to 100 by default. Use limit/offset to page through large result sets.',
+        description: 'Search invoices by reference and/or contact name. Provide query for reference search, contactName for contact search, or both.',
         params: {
-            query: { type: 'string', description: 'Search term (reference or contact name)' },
+            query: { type: 'string', description: 'Search by invoice reference number' },
+            contactName: { type: 'string', description: 'Search by contact name' },
             ...SEARCH_PARAMS,
         },
-        required: ['query'],
+        required: [],
         group: 'invoices',
         readOnly: true,
         execute: async (ctx, input) => {
             const { mode, limit, offset, sortBy, sortOrder } = extractPaginationInput(input);
             const query = input.query;
+            const contactName = input.contactName;
+            // Build filter — avoid nested `contact` inside `or` (causes 400)
+            let filter;
+            if (query && contactName) {
+                filter = { reference: { contains: query }, contact: { name: { contains: contactName } } };
+            }
+            else if (query) {
+                filter = { reference: { contains: query } };
+            }
+            else if (contactName) {
+                filter = { contact: { name: { contains: contactName } } };
+            }
             return handlePaginationMode(mode, (off, lim) => searchInvoices(ctx.client, {
-                filter: query ? {
-                    or: [
-                        { reference: { contains: query } },
-                        { contact: { name: { contains: query } } },
-                    ],
-                } : undefined,
+                filter,
                 limit: lim, offset: off,
                 sort: { sortBy: [sortBy ?? 'valueDate'], order: (sortOrder ?? 'DESC') },
             }), limit, offset, 100);
@@ -437,7 +463,7 @@ export const TOOL_DEFINITIONS = [
                 accountResourceId: input.accountResourceId,
                 valueDate: input.valueDate,
                 dueDate: input.valueDate,
-                reference: input.reference ?? '',
+                reference: input.reference || `PMT-${Date.now()}`,
                 paymentMethod: (input.paymentMethod ?? 'BANK_TRANSFER'),
                 saveAsDraft: false,
                 customFields: input.customFields, // eslint-disable-line @typescript-eslint/no-explicit-any
@@ -501,24 +527,31 @@ export const TOOL_DEFINITIONS = [
     listTool('list_bills', 'List bills (purchase invoices). Returns reference, date, status, contact, amounts. Paginated — response includes totalElements. Use limit/offset to page.', 'bills', (client, off, lim) => listBills(client, { limit: lim, offset: off })),
     {
         name: 'search_bills',
-        description: 'Search bills by reference or contact name. Returns up to 100 by default. Use limit/offset to page through large result sets.',
+        description: 'Search bills by reference and/or contact name. Provide query for reference search, contactName for contact search, or both.',
         params: {
-            query: { type: 'string', description: 'Search term' },
+            query: { type: 'string', description: 'Search by bill reference number' },
+            contactName: { type: 'string', description: 'Search by contact name' },
             ...SEARCH_PARAMS,
         },
-        required: ['query'],
+        required: [],
         group: 'bills',
         readOnly: true,
         execute: async (ctx, input) => {
             const { mode, limit, offset, sortBy, sortOrder } = extractPaginationInput(input);
             const query = input.query;
+            const contactName = input.contactName;
+            let filter;
+            if (query && contactName) {
+                filter = { reference: { contains: query }, contact: { name: { contains: contactName } } };
+            }
+            else if (query) {
+                filter = { reference: { contains: query } };
+            }
+            else if (contactName) {
+                filter = { contact: { name: { contains: contactName } } };
+            }
             return handlePaginationMode(mode, (off, lim) => searchBills(ctx.client, {
-                filter: query ? {
-                    or: [
-                        { reference: { contains: query } },
-                        { contact: { name: { contains: query } } },
-                    ],
-                } : undefined,
+                filter,
                 limit: lim, offset: off,
                 sort: { sortBy: [sortBy ?? 'valueDate'], order: (sortOrder ?? 'DESC') },
             }), limit, offset, 100);
@@ -625,7 +658,7 @@ export const TOOL_DEFINITIONS = [
                 accountResourceId: input.accountResourceId,
                 valueDate: input.valueDate,
                 dueDate: input.valueDate,
-                reference: input.reference ?? '',
+                reference: input.reference || `PMT-${Date.now()}`,
                 paymentMethod: (input.paymentMethod ?? 'BANK_TRANSFER'),
                 saveAsDraft: false,
                 customFields: input.customFields, // eslint-disable-line @typescript-eslint/no-explicit-any
@@ -1553,7 +1586,12 @@ export const TOOL_DEFINITIONS = [
         required: ['valueDate', 'accountResourceId', 'journalEntries'],
         group: 'cash_entries',
         readOnly: false,
-        execute: async (ctx, input) => createCashIn(ctx.client, input),
+        execute: async (ctx, input) => {
+            const data = { ...input };
+            if (!data.reference)
+                data.reference = `CI-${Date.now()}`;
+            return createCashIn(ctx.client, data);
+        },
     },
     listTool('list_cash_out', 'List cash-out entries (direct cash disbursements). Paginated.', 'cash_entries', (client, off, lim) => listCashOut(client, { limit: lim, offset: off })),
     {
@@ -1584,7 +1622,12 @@ export const TOOL_DEFINITIONS = [
         required: ['valueDate', 'accountResourceId', 'journalEntries'],
         group: 'cash_entries',
         readOnly: false,
-        execute: async (ctx, input) => createCashOut(ctx.client, input),
+        execute: async (ctx, input) => {
+            const data = { ...input };
+            if (!data.reference)
+                data.reference = `CO-${Date.now()}`;
+            return createCashOut(ctx.client, data);
+        },
     },
     {
         name: 'get_cash_in',
@@ -1858,10 +1901,10 @@ export const TOOL_DEFINITIONS = [
                 items: {
                     type: 'object',
                     properties: {
-                        module: { type: 'string', description: 'Module (e.g., ACCOUNTING, SALES)' },
-                        role: { type: 'string', description: 'Role (e.g., ADMIN, VIEWER)' },
+                        moduleName: { type: 'string', description: 'Module name: ORGANIZATION, USER_MANAGEMENT, ACCOUNTING, SALES, PURCHASES, REPORTS, or FIXED_ASSET' },
+                        roleCode: { type: 'string', description: 'Role code: ADMIN, EDITOR, VIEWER, or NONE' },
                     },
-                    required: ['module', 'role'],
+                    required: ['moduleName', 'roleCode'],
                 },
                 description: 'Module role assignments',
             },
@@ -1881,10 +1924,10 @@ export const TOOL_DEFINITIONS = [
                 items: {
                     type: 'object',
                     properties: {
-                        module: { type: 'string' },
-                        role: { type: 'string' },
+                        moduleName: { type: 'string', description: 'Module name: ORGANIZATION, USER_MANAGEMENT, ACCOUNTING, SALES, PURCHASES, REPORTS, or FIXED_ASSET' },
+                        roleCode: { type: 'string', description: 'Role code: ADMIN, EDITOR, VIEWER, or NONE' },
                     },
-                    required: ['module', 'role'],
+                    required: ['moduleName', 'roleCode'],
                 },
             },
         },

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "4.25.4",
+  "version": "4.25.6",
   "description": "Clio — Command Line Interface Orchestrator for Jaz AI.",
   "type": "module",
   "bin": {