jaz-clio 4.25.7 → 4.26.0

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 4.25.7
+version: 4.26.0
 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: 4.25.7
+version: 4.26.0
 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: 4.25.7
+version: 4.26.0
 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: 4.25.7
+version: 4.26.0
 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/core/registry/lookup.js

@@ -33,3 +33,101 @@ export function getWriteTools() {
 export function getToolCount() {
     return TOOL_DEFINITIONS.length;
 }
+// ── Namespace Grouping (for deferred tool loading) ──────────────────
+/** Map each ToolGroup to its namespace. '__always__' = never deferred. */
+const GROUP_TO_NAMESPACE = {
+    organization: '__always__',
+    accounts: '__always__',
+    contacts: 'contacts',
+    contact_groups: 'contacts',
+    invoices: 'sales',
+    customer_credit_notes: 'sales',
+    bills: 'purchases',
+    supplier_credit_notes: 'purchases',
+    journals: 'journals',
+    schedulers: 'journals',
+    bank: 'bank_and_cashflows',
+    bank_rules: 'bank_and_cashflows',
+    cash_entries: 'bank_and_cashflows',
+    cash_transfers: 'bank_and_cashflows',
+    cashflow: 'bank_and_cashflows',
+    reports: 'reports',
+    exports: 'reports',
+    items: 'items',
+    inventory: 'items',
+    magic: 'magic',
+    attachments: 'magic',
+    capsules: 'capsules',
+    recipes: 'capsules',
+    subscriptions: 'capsules',
+    drafts: 'drafts',
+    currencies: 'config',
+    tax_profiles: 'config',
+    tags: 'config',
+    bookmarks: 'config',
+    custom_fields: 'config',
+    payments: 'transactions',
+    search: 'transactions',
+    org_users: 'admin',
+    jobs: 'admin',
+    fixed_assets: 'admin',
+};
+const NAMESPACE_DESCRIPTIONS = {
+    sales: 'Create, search, update, finalize, pay invoices & customer credit notes. Apply credits, download PDFs.',
+    purchases: 'Create, search, update, finalize, pay bills & supplier credit notes. Apply credits.',
+    journals: 'Create, search, update, delete journal entries. Scheduled journals, invoices, and bills.',
+    bank_and_cashflows: 'Bank accounts, records, statement import, rules, reconciliation. Cash transfers, receipts, disbursements, cashflow search.',
+    reports: 'Generate trial balance, P&L, balance sheet, cashflow, aged AR/AP, cash balance, general ledger. Download exports.',
+    contacts: 'Create, search, update, delete contacts and contact groups.',
+    items: 'Create, search, update, delete items/products. Inventory balance lookup.',
+    magic: 'Import documents from files or cloud folders. Track extraction workflows. Manage attachments.',
+    capsules: 'Create, search, update capsule groupings. Financial recipes, calculators, scheduled transactions, subscriptions.',
+    drafts: 'Validate draft transactions (invoices, bills, journals, credit notes) before finalization. Bulk finalize.',
+    config: 'Currencies, exchange rates, tax profiles, tags, bookmarks, custom fields.',
+    transactions: 'Search payments across invoices and bills. Universal cross-entity search.',
+    admin: 'Invite/manage org users, fixed assets, offline job blueprints.',
+};
+/** Tool names always loaded with full schemas (never deferred). */
+const ALWAYS_LOADED_NAMES = new Set([
+    'get_organization',
+    'list_contacts', 'search_contacts',
+    'list_accounts', 'search_accounts',
+]);
+/** Cached result — computed once. */
+let _cached = null;
+/** Get tools grouped by namespace for deferred loading. */
+export function getToolNamespaces() {
+    if (_cached)
+        return _cached;
+    const alwaysLoaded = [];
+    const nsMap = new Map();
+    for (const tool of TOOL_DEFINITIONS) {
+        if (ALWAYS_LOADED_NAMES.has(tool.name)) {
+            alwaysLoaded.push(tool);
+            continue;
+        }
+        const ns = GROUP_TO_NAMESPACE[tool.group] ?? 'admin';
+        if (ns === '__always__') {
+            // Group is always-loaded but this specific tool isn't in ALWAYS_LOADED_NAMES
+            // (e.g., create_account) — still put it in a namespace
+            const fallbackNs = tool.group === 'accounts' ? 'config' : 'admin';
+            if (!nsMap.has(fallbackNs))
+                nsMap.set(fallbackNs, []);
+            nsMap.get(fallbackNs).push(tool);
+            continue;
+        }
+        if (!nsMap.has(ns))
+            nsMap.set(ns, []);
+        nsMap.get(ns).push(tool);
+    }
+    const namespaces = [];
+    for (const [name, tools] of nsMap) {
+        namespaces.push({
+            name,
+            description: NAMESPACE_DESCRIPTIONS[name] ?? name,
+            tools,
+        });
+    }
+    _cached = { namespaces, alwaysLoaded };
+    return _cached;
+}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "4.25.7",
+  "version": "4.26.0",
   "description": "Clio — Command Line Interface Orchestrator for Jaz AI.",
   "type": "module",
   "bin": {