jaz-clio 4.30.9 → 4.30.11

package/README.md

@@ -235,7 +235,7 @@ Every command supports `--json` for structured output — ideal for piping to ot
 
 ## MCP Server
 
-Expose all 205 CLI tools to AI coding and coworking agents via the Model Context Protocol (MCP). The server runs locally on your machine — no cloud, no ports. API calls go directly from your machine to the Jaz API.
+Expose all 207 CLI tools to AI coding and coworking agents via the Model Context Protocol (MCP). The server runs locally on your machine — no cloud, no ports. API calls go directly from your machine to the Jaz API.
 
 **Claude Code:**
 

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 4.30.9
+version: 4.30.11
 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.
@@ -243,7 +243,7 @@ Bills, invoices, and credit notes share identical mandatory field specs. Adding
 92c. **Valid enums** — `depreciationMethod`: `STRAIGHT_LINE`, `NO_DEPRECIATION`. `category`: `TANGIBLE`, `INTANGIBLE`. Optional string fields (`purchaseBusinessTransactionResourceId`, `accumulatedDepreciationAccountResourceId`, `capsuleResourceId`) can be safely omitted — the API ignores empty values.
 
 ### Subscriptions & Scheduled Transactions
-93. **Subscription endpoints are under `/scheduled/subscriptions`** — List, GET, POST, PUT, DELETE all at `/api/v1/scheduled/subscriptions[/:id]`. Cancel is at `/api/v1/scheduled/cancel-subscriptions/:id` (different path pattern). **Subscriptions are invoices only** (SALE) — no bills. Different from scheduled invoices: subscriptions auto-prorate partial periods (generate credit notes for mid-period changes), but currency/tax/account are immutable after creation. Use scheduled invoices for fixed-amount recurring invoices where you need per-occurrence flexibility.
+93. **Subscription endpoints are under `/scheduled/subscriptions`** — List, GET, POST, PUT, DELETE all at `/api/v1/scheduled/subscriptions[/:id]`. Cancel is **PUT** (not POST) at `/api/v1/scheduled/cancel-subscriptions/:id` (different path pattern). **Subscriptions are invoices only** (SALE) — no bills. Different from scheduled invoices: subscriptions auto-prorate partial periods (generate credit notes for mid-period changes), but currency/tax/account are immutable after creation. Use scheduled invoices for fixed-amount recurring invoices where you need per-occurrence flexibility. **All subscription CRUD requires `proratedConfig: { proratedAdjustmentLineText: string }`**. Cancel requires `cancelDateType` (`END_OF_CURRENT_PERIOD`, `END_OF_LAST_PERIOD`, `CUSTOM_DATE`) + `proratedAdjustmentLineText` + `resourceId` in body. Must cancel before delete. `businessTransactionType` is NOT in the OAS — the API ignores it.
 94. **Scheduled transaction search does NOT support `createdAt` sort** — `POST /scheduled-transaction/search` sort fields: `startDate`, `nextScheduleDate`, etc. Default to `startDate` DESC. This is a cross-entity search across all scheduled types (invoices, bills, journals, subscriptions).
 
 ### Universal Search
@@ -278,6 +278,9 @@ Bills, invoices, and credit notes share identical mandatory field specs. Adding
 105. **`add_currency_rate` for new rates, `update_currency_rate` only for editing existing records** — When a user says "update the rate" or "set the rate", use `add_currency_rate` (POST — creates a new rate entry for a date). Only use `update_currency_rate` (PUT) when explicitly modifying an existing rate record by its resourceId.
 106. **Contact PUT uses `email` (string), not `emails` (array)** — GET returns `emails: [{email, label}]` (array) but PUT accepts `email: "user@example.com"` (string). Sending the `emails` array in PUT body causes 400 "Invalid request body". The CLI and tool executor handle this automatically via read-modify-write with the correct field.
 
+### Quick Fix (Bulk Update)
+107. **20 Quick Fix endpoints for bulk-updating transactions and line items** — `POST /api/v1/quick-fix/{entity}` with `{ resourceIds: [...], attributes: {...} }`. Response: `{ updated: [...], failed: [{ resourceId, error, errorCode }] }`. Entities grouped by domain: **ARAP**: invoices, bills, customer-credit-notes, supplier-credit-notes. **Accounting**: journals, cash-entries. **Schedulers**: sale-schedules, purchase-schedules, subscription-schedules, journal-schedules. Line-item endpoints add `/line-items` suffix. ARAP line items use `{ lineItemResourceIds, attributes }`. Scheduler line items use `{ schedulerUpdates: [{ schedulerResourceId, lineItemUpdates }] }`. **Known gotcha**: `valueDate` (and `dueDate` for ARAP) must currently be included in `attributes` even when unchanged — absent fields are treated as "remove" rather than "keep existing". This will be fixed server-side.
+
 ## Supporting Files
 
 For detailed reference, read these files in this skill directory:

package/assets/skills/api/references/endpoints.md

@@ -1320,6 +1320,75 @@ Same but with `"bill"` wrapper instead of `"invoice"`.
 
 ---
 
+## 16b. Subscriptions (Recurring Invoices with Auto-Proration)
+
+Subscriptions auto-generate invoices on schedule with proration support. **Different from scheduled invoices**: subscriptions auto-prorate partial periods (generate credit notes for mid-period changes), but currency/tax/account are immutable after creation. Invoices only — no bills.
+
+### POST /api/v1/scheduled/subscriptions
+
+```json
+// Request:
+{
+  "repeat": "MONTHLY",
+  "startDate": "2026-04-01",
+  "status": "ACTIVE",
+  "proratedConfig": {
+    "proratedAdjustmentLineText": "Prorated adjustment"
+  },
+  "invoice": {
+    "contactResourceId": "uuid-customer",
+    "reference": "SUB-001",
+    "valueDate": "2026-04-01",
+    "dueDate": "2026-04-30",
+    "lineItems": [
+      { "name": "Monthly Retainer", "unitPrice": 3000, "quantity": 1, "accountResourceId": "uuid-revenue" }
+    ],
+    "saveAsDraft": false
+  }
+}
+
+// Response:
+{ "data": { "resourceId": "uuid" } }
+```
+
+**CRITICAL notes**:
+- `proratedConfig` is **REQUIRED** on create, update, and cancel. Omitting it causes 500 (server null pointer).
+- `businessTransactionType` is NOT in the OAS — the API ignores it. Don't send it.
+- Uses `repeat` + `invoice` wrapper — same structure as scheduled invoices (`POST /scheduled/invoices`).
+- `repeat`: `"WEEKLY"`, `"MONTHLY"`, `"QUARTERLY"`, `"YEARLY"`.
+- `saveAsDraft: false` is REQUIRED inside the `invoice` wrapper.
+- Currency, tax, and account details are the SAME for all items and CANNOT be changed after creation.
+- Mid-period cancellations or amount changes auto-generate prorated credit notes.
+
+### PUT /api/v1/scheduled/cancel-subscriptions/:id
+
+Cancel is **PUT** (not POST). Requires body fields — empty `{}` returns 422.
+
+```json
+// Request:
+{
+  "cancelDateType": "END_OF_CURRENT_PERIOD",
+  "proratedAdjustmentLineText": "Prorated adjustment",
+  "resourceId": "uuid-subscription"
+}
+
+// Response:
+{ "data": { "resourceId": "uuid", "status": "SUCCEEDED" } }
+```
+
+`cancelDateType` values: `END_OF_CURRENT_PERIOD` (default), `END_OF_LAST_PERIOD`, `CUSTOM_DATE` (requires `endDate: "YYYY-MM-DD"`).
+
+Note the different path pattern from CRUD: cancel is at `/scheduled/cancel-subscriptions/:id`, not `/scheduled/subscriptions/:id/cancel`. Must cancel before delete — cannot delete ACTIVE subscriptions.
+
+### Other subscription endpoints
+
+- `GET /api/v1/scheduled/subscriptions` — List all subscriptions
+- `GET /api/v1/scheduled/subscriptions/:id` — Get subscription details
+- `PUT /api/v1/scheduled/subscriptions/:id` — Update subscription (requires `proratedConfig`, `repeat`, `resourceId`)
+- `DELETE /api/v1/scheduled/subscriptions/:id` — Delete subscription (must be cancelled first)
+
+---
+
 ## 17. Reports
 
 ### POST /api/v1/generate-reports/trial-balance
@@ -1745,4 +1814,93 @@ Middleware on payment, credit, and refund endpoints automatically wraps a flat J
 
 ---
 
-*Last updated: 2026-02-23 — Added: Account single create (POST /chart-of-accounts) and delete (DELETE /chart-of-accounts/:id). Currency list: added customRateCount field, field name gotcha (currencyCode NOT code). Currency enable: 400 on duplicate, one-way operation. Currency rate POST: string response gotcha (no resourceId returned).*
+---
+
+## 17. Quick Fix (Bulk Update)
+
+20 endpoints for bulk-updating transactions and line items in a single API call.
+
+### Pattern
+
+```
+POST /api/v1/quick-fix/{entity}
+POST /api/v1/quick-fix/{entity}/line-items
+```
+
+### Entities (grouped by domain)
+
+**ARAP**: `invoices`, `bills`, `customer-credit-notes`, `supplier-credit-notes`
+**Accounting**: `journals`, `cash-entries`
+**Schedulers**: `sale-schedules`, `purchase-schedules`, `subscription-schedules`, `journal-schedules`
+
+### Transaction-Level Request
+
+```json
+POST /api/v1/quick-fix/bills
+{
+  "resourceIds": ["uuid1", "uuid2"],
+  "attributes": {
+    "valueDate": "2026-03-01",
+    "dueDate": "2026-03-31",
+    "tags": ["Q1-2026"],
+    "contactResourceId": "uuid"
+  }
+}
+```
+
+### Line-Item-Level Request (ARAP + Accounting)
+
+```json
+POST /api/v1/quick-fix/invoices/line-items
+{
+  "lineItemResourceIds": ["li-uuid1", "li-uuid2"],
+  "attributes": {
+    "name": "Updated Item",
+    "quantity": 2,
+    "unitPrice": 150,
+    "organizationAccountResourceId": "acct-uuid",
+    "taxProfileResourceId": "tax-uuid"
+  }
+}
+```
+
+### Line-Item-Level Request (Schedulers)
+
+```json
+POST /api/v1/quick-fix/sale-schedules/line-items
+{
+  "schedulerUpdates": [
+    {
+      "schedulerResourceId": "sched-uuid",
+      "lineItemUpdates": [
+        { "arrayIndex": 0, "unitPrice": 200 }
+      ]
+    }
+  ]
+}
+```
+
+### Response (all 20 endpoints)
+
+```json
+{
+  "updated": ["uuid1", "uuid2"],
+  "failed": [
+    { "resourceId": "uuid3", "error": "Transaction is locked", "errorCode": "TRANSACTION_LOCKED" }
+  ]
+}
+```
+
+### Updatable Fields
+
+**Transaction-level**: valueDate, dueDate (ARAP), contactResourceId, tags, capsuleResourceId, customFields, currencySettings, taxCurrencySettings, invoiceNotes (invoices/CNs), templateResourceId (invoices/CNs), billFrom/billTo (invoices/CNs), endDate/interval (schedulers).
+
+**ARAP line items**: name, quantity, unit, unitPrice, discount, itemResourceId, organizationAccountResourceId, taxProfileResourceId, classifierConfig, withholdingTax (bills/supplier-CNs only).
+
+**Journal/cash-entry line items**: organizationAccountResourceId, amount, description, taxProfileResourceId, classifierConfig.
+
+**Known gotcha**: `valueDate` (and `dueDate` for ARAP) must currently be included in `attributes` even when unchanged — absent fields are treated as "remove". Server-side fix pending.
+
+---
+
+*Last updated: 2026-03-09 — Added: Quick Fix (20 bulk-update endpoints), subscription CRUD (proratedConfig, PUT cancel).*

package/assets/skills/api/references/errors.md

@@ -574,6 +574,22 @@ if (acct.code) ctx.coaIds[acct.code] = acct.resourceId;
 
 ---
 
+## Subscriptions Errors
+
+### 500 Internal Server Error — missing `proratedConfig`
+**Cause**: `POST /scheduled/subscriptions` and `PUT /scheduled/subscriptions/:id` return 500 when `proratedConfig` is omitted. The server null-pointer dereferences on the missing field. OAS marks it required but the 500 is misleading.
+**Fix**: Always include `proratedConfig: { proratedAdjustmentLineText: "Prorated adjustment" }` in create and update bodies.
+
+### 422 on cancel — wrong method or missing fields
+**Cause**: Cancel endpoint is **PUT** `/scheduled/cancel-subscriptions/:id` (not POST). Requires body: `{ cancelDateType, proratedAdjustmentLineText, resourceId }`. Empty `{}` returns 422.
+**Fix**: Use PUT with required fields. `cancelDateType`: `END_OF_CURRENT_PERIOD` (default), `END_OF_LAST_PERIOD`, `CUSTOM_DATE`.
+
+### Cannot delete ACTIVE subscription
+**Cause**: `DELETE /scheduled/subscriptions/:id` fails if subscription status is ACTIVE.
+**Fix**: Cancel first, then delete.
+
+---
+
 ## Deposits Errors
 
 ### 404 — Endpoint does not exist
@@ -803,4 +819,18 @@ Journals support a top-level `currency` object to create entries in a foreign cu
 
 ---
 
-*Last updated: 2026-03-09 — Added cash entry PUT 500 (missing accountResourceId), contact PUT email/emails asymmetry, tax profile dedup/scoping, journal balance check, duplicate reference errors.*
+### Quick Fix Errors
+
+**"Not allowed to remove valueDate of a sale/purchase/journal"** — `valueDate` absent from `attributes`. Currently must be included even if unchanged. Server-side fix pending.
+
+**"Not allowed to remove dueDate of a sale"** — Same pattern for `dueDate` on invoices.
+
+**"Not allowed to remove pdfTemplate of a sale"** — Same pattern for `templateResourceId` on invoices that have a template.
+
+**"Item name is required to bulk update purchase item details"** — Line-item quick-fix requires `name` in attributes. Same "absent = remove" pattern.
+
+**"TRANSACTION_LOCKED"** — Transaction is in a locked period. Cannot update.
+
+---
+
+*Last updated: 2026-03-09 — Added Quick Fix errors (absent = remove gotcha), cash entry PUT 500 (missing accountResourceId), contact PUT email/emails asymmetry.*

package/assets/skills/api/references/feature-glossary.md

@@ -18,6 +18,20 @@ If payment date equals invoice date, it's recorded as a cash transaction (not AR
 
 ---
 
+## Subscriptions (Recurring Invoices with Proration)
+
+Auto-generates invoices on a recurring schedule (weekly, monthly, quarterly, yearly) with automatic proration for mid-period adjustments. When dates or amounts change, prorated invoices or credit notes are generated for partial periods.
+
+**Key differences from scheduled invoices**: Subscriptions auto-prorate (scheduled invoices don't). But currency, tax, and account details must be the same for all line items and cannot be changed after creation (scheduled invoices allow per-occurrence flexibility).
+
+Use subscriptions for: software licenses, retainer services, SaaS billing — any recurring revenue where proration matters. Use scheduled invoices for fixed-amount recurring invoices where you need to change line items, tax, or currency per occurrence.
+
+**Invoices only** — no bills. `businessTransactionType` must be `"SALE"`.
+
+**API**: CRUD `GET/POST/PUT/DELETE /scheduled/subscriptions`, cancel `POST /scheduled/cancel-subscriptions/:id`, search `POST /scheduled-transaction/search` (cross-entity).
+
+---
+
 ## Bills
 
 Purchase documents from suppliers for goods/services received. Track Accounts Payable with multi-currency FX. Bills follow the same lifecycle as invoices but with reversed RGL logic and admin-only approval workflows. Supports withholding tax (WHT) on line items.
@@ -223,6 +237,12 @@ Bank statement import supports CSV and PDF with configurable column mapping. Sta
 
 **API**: `POST /magic/importBankStatementFromAttachment` (multipart: `sourceFile`, `accountResourceId`, `businessTransactionType: "BANK_STATEMENT"`, `sourceType: "FILE"`)
 
+### Quick Fix (Bulk Update)
+
+Mass-edit transactions and line items in a single operation. Replaces the need to open and update each transaction individually. Supports all transaction types (invoices, bills, credit notes, journals, cash entries) and their scheduled/subscription variants. Common use cases: batch date corrections, reassigning contacts, bulk-tagging for reporting, changing accounts/tax profiles across multiple line items.
+
+**API**: `POST /api/v1/quick-fix/{entity}` (transaction-level) + `POST /api/v1/quick-fix/{entity}/line-items` (line-item-level). 20 endpoints total.
+
 ---
 
 *Maintained alongside [help.jaz.ai](https://help.jaz.ai).*

package/assets/skills/api/references/field-map.md

@@ -565,4 +565,15 @@ Battle-tested patterns from production Jaz API clients:
 
 ---
 
-*Last updated: 2026-02-23 — Added: Currency response field mapping (currencyCode NOT code, currencyName NOT name, currencySymbol NOT symbol, customRateCount). CurrencyRate response field mapping (sourceCurrencyCode, functionalCurrencyCode, notes). Account create field mapping (classificationType, currency, foreign-currency accounts). Response shape quirks: rate POST/PUT return plain strings.*
+### Quick Fix (Bulk Update) Field Mapping
+
+| What you'd guess | Actual field | Notes |
+|-------------------|-------------|-------|
+| `accountResourceId` (line items) | `organizationAccountResourceId` | Quick-fix line items use GET-side field name, NOT the POST alias |
+| `repeat` (schedulers) | `interval` | Quick-fix scheduler attributes use `interval`, NOT `repeat` |
+| `lineItems` | `lineItemResourceIds` | Pass individual line item IDs, not the transaction resourceId |
+| `schedulerResourceId` | `schedulerResourceId` | For scheduler line-item updates (in `schedulerUpdates` array) |
+
+---
+
+*Last updated: 2026-03-09 — Added Quick Fix field mapping. Previous: Currency response fields, account create fields.*

package/assets/skills/api/references/full-api-surface.md

@@ -694,6 +694,17 @@ These features exist in the Jaz platform and may affect API responses or cause u
 - Move transactions between capsules via `POST /api/v1/moveTransactionCapsules`
 - Search transactions within capsules
 
+### Quick Fix (Bulk Update) — 20 Endpoints
+
+Bulk-update transactions or line items in a single call. Pattern: `POST /api/v1/quick-fix/{entity}` + `POST /api/v1/quick-fix/{entity}/line-items`.
+
+**ARAP**: `invoices`, `bills`, `customer-credit-notes`, `supplier-credit-notes` (× 2 = 8)
+**Accounting**: `journals`, `cash-entries` (× 2 = 4)
+**Schedulers**: `sale-schedules`, `purchase-schedules`, `subscription-schedules`, `journal-schedules` (× 2 = 8)
+
+Request: `{ resourceIds: [...], attributes: {...} }` (transactions) or `{ lineItemResourceIds: [...], attributes: {...} }` (line items) or `{ schedulerUpdates: [...] }` (scheduler line items).
+Response: `{ updated: [...], failed: [{ resourceId, error, errorCode }] }`.
+
 ---
 
-*Last updated: 2026-02-14 — All search/list responses standardized to flat shape (no outer data wrapper). Kebab-case aliases for capsule-types and move-transaction-capsules. Sort now array on all endpoints (no exceptions). Major overhaul: Added 20+ missing endpoints (bank rules, capsule types, nano classifiers, catalogs, reference data, auto-reconciliation). Expanded search filter syntax with all 7 operator types, nested filters, logical operators, andGroup/orGroup, date format asymmetry. Added cross-reference to search-reference.md. All data sourced from Go structs.*
+*Last updated: 2026-03-09 — Added 20 Quick Fix endpoints (bulk update). Previous: All search/list responses standardized to flat shape, kebab-case aliases, sort array on all endpoints.*

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 4.30.9
+version: 4.30.11
 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: 4.30.9
+version: 4.30.11
 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: 4.30.9
+version: 4.30.11
 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/quick-fix.js

@@ -0,0 +1,139 @@
+import chalk from 'chalk';
+import { readFileSync } from 'node:fs';
+import { quickFix, quickFixLineItems, QUICK_FIX_ENTITIES } from '../core/api/quick-fix.js';
+import { QUICK_FIX_ARAP } from '../core/api/quick-fix.js';
+import { apiAction } from './api-action.js';
+function parseJson(source, label) {
+    try {
+        return JSON.parse(source);
+    }
+    catch (err) {
+        console.error(chalk.red(`Invalid JSON in ${label}: ${err.message}`));
+        process.exitCode = 1;
+        return null;
+    }
+}
+export function registerQuickFixCommand(program) {
+    const cmd = program
+        .command('quick-fix <entity>')
+        .description('Bulk-update transactions or line items in one call')
+        .addHelpText('after', `
+Entities (grouped by domain):
+  ARAP:        invoices, bills, customer-credit-notes, supplier-credit-notes
+  Accounting:  journals, cash-entries
+  Schedulers:  sale-schedules, purchase-schedules, subscription-schedules, journal-schedules
+
+Examples:
+  clio quick-fix invoices --ids id1,id2 --attributes '{"valueDate":"2026-01-15","tags":["Q1"]}'
+  clio quick-fix bills --ids id1 --date 2026-02-01 --due 2026-03-01 --tag Marketing
+  clio quick-fix journals --line-items --ids li1,li2 --attributes '{"organizationAccountResourceId":"<uuid>"}'
+  clio quick-fix sale-schedules --line-items --input scheduler-updates.json`)
+        .option('--ids <csv>', 'Comma-separated resourceIds (transaction or line item)')
+        .option('--line-items', 'Target line items instead of transactions')
+        .option('--attributes <json>', 'Attributes JSON object')
+        .option('--input <file>', 'Read attributes/body from JSON file')
+        .option('--date <date>', 'Shorthand: set valueDate (YYYY-MM-DD)')
+        .option('--due <date>', 'Shorthand: set dueDate (YYYY-MM-DD)')
+        .option('--tag <name>', 'Shorthand: set tags to [name]')
+        .option('--contact <id>', 'Shorthand: set contactResourceId')
+        .option('--account <id>', 'Shorthand: set organizationAccountResourceId (line items)')
+        .option('--tax-profile <id>', 'Shorthand: set taxProfileResourceId (line items)')
+        .option('--api-key <key>', 'API key')
+        .option('--json', 'JSON output')
+        .action((entity, opts) => apiAction(async (client) => {
+        // ── Validate entity ──────────────────────────────────────
+        if (!QUICK_FIX_ENTITIES.includes(entity)) {
+            console.error(chalk.red(`Unknown entity: ${entity}`));
+            console.error(`Valid entities: ${QUICK_FIX_ENTITIES.join(', ')}`);
+            process.exitCode = 1;
+            return;
+        }
+        // ── Build body ───────────────────────────────────────────
+        if (opts.input) {
+            const raw = parseJson(readFileSync(opts.input, 'utf-8'), '--input');
+            if (!raw)
+                return;
+            const result = opts.lineItems
+                ? await quickFixLineItems(client, entity, raw)
+                : await quickFix(client, entity, raw);
+            formatResult(result, opts.json);
+            return;
+        }
+        const ids = opts.ids ? opts.ids.split(',').map((s) => s.trim()).filter(Boolean) : [];
+        if (ids.length === 0) {
+            console.error(chalk.red('--ids is required (comma-separated resourceIds)'));
+            process.exitCode = 1;
+            return;
+        }
+        // Merge --attributes JSON with shorthand flags
+        let attrs = {};
+        if (opts.attributes) {
+            const parsed = parseJson(opts.attributes, '--attributes');
+            if (!parsed)
+                return;
+            attrs = parsed;
+        }
+        if (opts.date)
+            attrs.valueDate = opts.date;
+        if (opts.due)
+            attrs.dueDate = opts.due;
+        if (opts.tag)
+            attrs.tags = [opts.tag];
+        if (opts.contact)
+            attrs.contactResourceId = opts.contact;
+        if (opts.account)
+            attrs.organizationAccountResourceId = opts.account;
+        if (opts.taxProfile)
+            attrs.taxProfileResourceId = opts.taxProfile;
+        // ── Pre-flight: require valueDate/dueDate (API treats absent as remove) ──
+        if (!opts.lineItems) {
+            if (!('valueDate' in attrs)) {
+                console.error(chalk.red('valueDate is required in attributes (use --date or include in --attributes)'));
+                console.error(chalk.dim('The API currently treats absent fields as "remove". Server-side fix pending.'));
+                process.exitCode = 1;
+                return;
+            }
+            if (QUICK_FIX_ARAP.includes(entity) && !('dueDate' in attrs)) {
+                console.error(chalk.red('dueDate is required for ARAP entities (use --due or include in --attributes)'));
+                console.error(chalk.dim('The API currently treats absent fields as "remove". Server-side fix pending.'));
+                process.exitCode = 1;
+                return;
+            }
+        }
+        if (opts.lineItems) {
+            const result = await quickFixLineItems(client, entity, {
+                lineItemResourceIds: ids,
+                attributes: attrs,
+            });
+            formatResult(result, opts.json);
+        }
+        else {
+            const result = await quickFix(client, entity, {
+                resourceIds: ids,
+                attributes: attrs,
+            });
+            formatResult(result, opts.json);
+        }
+    })(opts));
+}
+function formatResult(result, json) {
+    if (json) {
+        console.log(JSON.stringify(result, null, 2));
+        return;
+    }
+    if (result.updated.length > 0) {
+        console.log(chalk.green(`Updated ${result.updated.length} item(s):`));
+        for (const id of result.updated)
+            console.log(`  ${chalk.cyan(id)}`);
+    }
+    if (result.failed.length > 0) {
+        console.log(chalk.red(`Failed ${result.failed.length} item(s):`));
+        for (const f of result.failed) {
+            console.log(`  ${chalk.cyan(f.resourceId)}  ${chalk.red(f.error)}${f.errorCode ? ` (${f.errorCode})` : ''}`);
+        }
+        process.exitCode = 1;
+    }
+    if (result.updated.length === 0 && result.failed.length === 0) {
+        console.log('No items processed.');
+    }
+}

package/dist/commands/subscriptions.js

@@ -103,17 +103,20 @@ export function registerSubscriptionsCommand(program) {
                     ...(opts.taxProfile && !li.taxProfileResourceId ? { taxProfileResourceId: opts.taxProfile } : {}),
                 }));
             }
+            // Subscriptions use repeat + invoice wrapper + proratedConfig (required)
             body = {
-                businessTransactionType: 'SALE',
-                interval: opts.interval,
+                repeat: opts.interval,
                 startDate: opts.startDate,
                 status: 'ACTIVE',
-                contactResourceId: opts.contact,
-                reference: opts.ref,
-                valueDate: opts.date,
-                dueDate: opts.due,
-                lineItems,
-                saveAsDraft: false,
+                proratedConfig: { proratedAdjustmentLineText: 'Prorated adjustment' },
+                invoice: {
+                    contactResourceId: opts.contact,
+                    reference: opts.ref,
+                    valueDate: opts.date,
+                    dueDate: opts.due,
+                    lineItems,
+                    saveAsDraft: false,
+                },
             };
             if (opts.endDate)
                 body.endDate = opts.endDate;
@@ -163,12 +166,19 @@ export function registerSubscriptionsCommand(program) {
     })(opts));
     cmd
         .command('cancel <resourceId>')
-        .description('Cancel an active subscription')
+        .description('Cancel an active subscription (prorates remaining period)')
+        .option('--cancel-date-type <type>', 'END_OF_CURRENT_PERIOD, END_OF_LAST_PERIOD, or CUSTOM_DATE', 'END_OF_CURRENT_PERIOD')
+        .option('--end-date <YYYY-MM-DD>', 'Custom cancel date (only with CUSTOM_DATE)')
+        .option('--prorated-text <text>', 'Prorated adjustment line text', 'Prorated adjustment')
         .option('--format <type>', 'Output format: table, json, csv, yaml')
         .option('--api-key <key>', 'API key')
         .option('--json', 'JSON output')
         .action((resourceId, opts) => apiAction(async (client) => {
-        await cancelSubscription(client, resourceId);
+        await cancelSubscription(client, resourceId, {
+            cancelDateType: opts.cancelDateType,
+            proratedAdjustmentLineText: opts.proratedText,
+            endDate: opts.endDate,
+        });
         if (opts.json) {
             console.log(JSON.stringify({ cancelled: true, resourceId }));
             return;

package/dist/core/api/index.js

@@ -33,5 +33,6 @@ export * as subscriptions from './subscriptions.js';
 export * as contactGroups from './contact-groups.js';
 export * as inventory from './inventory.js';
 export * as search from './search.js';
+export * as quickFix from './quick-fix.js';
 // ── Guards (pre-flight checks for create operations) ────────────
 export * from './guards.js';

package/dist/core/api/quick-fix.js

@@ -0,0 +1,16 @@
+// ── Entity Groups ────────────────────────────────────────────────
+// Grouped by domain — values are API path segments for /api/v1/quick-fix/{entity}
+export const QUICK_FIX_ARAP = ['invoices', 'bills', 'customer-credit-notes', 'supplier-credit-notes'];
+const QUICK_FIX_ACCOUNTING = ['journals', 'cash-entries'];
+const QUICK_FIX_SCHEDULERS = ['sale-schedules', 'purchase-schedules', 'subscription-schedules', 'journal-schedules'];
+export const QUICK_FIX_ENTITIES = [...QUICK_FIX_ARAP, ...QUICK_FIX_ACCOUNTING, ...QUICK_FIX_SCHEDULERS];
+// ── Transaction-Level Quick Fix ──────────────────────────────────
+export async function quickFix(client, entity, body) {
+    return client.post(`/api/v1/quick-fix/${entity}`, body);
+}
+// ── Line-Item-Level Quick Fix ────────────────────────────────────
+// ARAP: { lineItemResourceIds: string[], attributes: {...} }
+// Schedulers: { schedulerUpdates: [{ schedulerResourceId, lineItemUpdates: [...] }] }
+export async function quickFixLineItems(client, entity, body) {
+    return client.post(`/api/v1/quick-fix/${entity}/line-items`, body);
+}

package/dist/core/api/subscriptions.js

@@ -13,8 +13,13 @@ export async function updateSubscription(client, resourceId, data) {
 export async function deleteSubscription(client, resourceId) {
     await client.delete(`/api/v1/scheduled/subscriptions/${resourceId}`);
 }
-export async function cancelSubscription(client, resourceId) {
-    return client.post(`/api/v1/scheduled/cancel-subscriptions/${resourceId}`, {});
+export async function cancelSubscription(client, resourceId, opts) {
+    return client.put(`/api/v1/scheduled/cancel-subscriptions/${resourceId}`, {
+        resourceId,
+        cancelDateType: opts?.cancelDateType ?? 'END_OF_CURRENT_PERIOD',
+        proratedAdjustmentLineText: opts?.proratedAdjustmentLineText ?? 'Prorated adjustment',
+        ...(opts?.endDate ? { endDate: opts.endDate } : {}),
+    });
 }
 export async function searchScheduledTransactions(client, params) {
     // Scheduled transactions sort fields: startDate, nextScheduleDate, etc. (no createdAt)

package/dist/core/registry/namespaces.js

@@ -125,6 +125,12 @@ export const TOOL_NAMESPACES = [
         description: 'Payments search/list across all transaction types. Cashflow transaction ledger. Universal cross-entity search. Transaction summary (fetch any transaction + attachments + payment history in one call).',
         groups: ['payments', 'cashflow', 'search'],
     },
+    // ── Quick Fix (Bulk Update) ────────────────────────────────
+    {
+        name: 'quick_fix',
+        description: 'Quick Fix: bulk-update multiple transactions or line items in one call. Change dates, contacts, tags, accounts, tax profiles, custom fields across many invoices/bills/journals/credit-notes/cash-entries/schedulers at once. Also: batch update, mass edit.',
+        groups: ['quick_fix'],
+    },
     // ── Drafts ──────────────────────────────────────────────────
     {
         name: 'drafts',

package/dist/core/registry/tools.js

@@ -39,6 +39,7 @@ import { listContactGroups, getContactGroup, searchContactGroups, createContactG
 import { listInventoryItems, getInventoryBalance } from '../api/inventory.js';
 import { universalSearch } from '../api/search.js';
 import { listCustomFields, getCustomField, searchCustomFields, createCustomField, updateCustomField, deleteCustomField } from '../api/custom-fields.js';
+import { quickFix, quickFixLineItems, QUICK_FIX_ENTITIES } from '../api/quick-fix.js';
 // Job blueprints (offline — no API calls)
 import { generateMonthEndBlueprint } from '../jobs/month-end/blueprint.js';
 import { generateQuarterEndBlueprint } from '../jobs/quarter-end/blueprint.js';
@@ -3330,10 +3331,14 @@ Use for: software licenses, retainer services, recurring SaaS billing. Invoices
                 accountResourceId,
                 ...(taxProfileResourceId ? { taxProfileResourceId } : {}),
             }));
+            // Subscriptions use repeat + invoice wrapper + proratedConfig (required)
             const body = {
-                businessTransactionType: 'SALE',
-                interval, startDate, contactResourceId, reference, valueDate, dueDate,
-                lineItems: items, saveAsDraft: false, status: 'ACTIVE',
+                repeat: interval, startDate, status: 'ACTIVE',
+                proratedConfig: { proratedAdjustmentLineText: 'Prorated adjustment' },
+                invoice: {
+                    contactResourceId, reference, valueDate, dueDate,
+                    lineItems: items, saveAsDraft: false,
+                },
             };
             if (endDate)
                 body.endDate = endDate;
@@ -3360,14 +3365,19 @@ Use for: software licenses, retainer services, recurring SaaS billing. Invoices
     deleteTool('delete_subscription', 'Delete a subscription. Removes the recurring schedule.', 'subscriptions', (client, id) => deleteSubscription(client, id)),
     {
         name: 'cancel_subscription',
-        description: 'Cancel an active subscription. Stops future billing but preserves history.',
+        description: 'Cancel an active subscription. Prorates remaining period and stops future billing. Must cancel before delete.',
         params: {
             resourceId: { type: 'string', description: 'Subscription resourceId' },
+            cancelDateType: { type: 'string', enum: ['END_OF_CURRENT_PERIOD', 'END_OF_LAST_PERIOD', 'CUSTOM_DATE'], description: 'When to end (default: END_OF_CURRENT_PERIOD)' },
+            endDate: { type: 'string', description: 'Custom cancel date YYYY-MM-DD (only with CUSTOM_DATE)' },
         },
         required: ['resourceId'],
         group: 'subscriptions',
         readOnly: false,
-        execute: async (ctx, input) => cancelSubscription(ctx.client, input.resourceId),
+        execute: async (ctx, input) => cancelSubscription(ctx.client, input.resourceId, {
+            cancelDateType: input.cancelDateType,
+            endDate: input.endDate,
+        }),
     },
     {
         name: 'search_scheduled_transactions',
@@ -3957,4 +3967,53 @@ Returns per-contact result: created, skipped (duplicate), or failed.`,
             };
         },
     },
+    // ══════════════════════════════════════════════════════════════
+    // ── Quick Fix (Bulk Update) ─────────────────────────────────
+    // ══════════════════════════════════════════════════════════════
+    {
+        name: 'quick_fix_transactions',
+        description: 'Bulk-update multiple transactions of the same type in one call. Pass resourceIds + attributes — only present fields are changed. ARAP: invoices, bills, customer-credit-notes, supplier-credit-notes. Accounting: journals, cash-entries. Schedulers: sale-schedules, purchase-schedules, subscription-schedules, journal-schedules. Common attributes: valueDate, contactResourceId, tags, capsuleResourceId. Entity-specific: dueDate (invoices/bills/CNs), invoiceNotes, templateResourceId, currencySettings, taxCurrencySettings, customFields. NOTE: valueDate (and dueDate for invoices/bills) must currently be included even if unchanged.',
+        params: {
+            entity: { type: 'string', enum: [...QUICK_FIX_ENTITIES], description: 'Transaction type to update' },
+            resourceIds: { type: 'array', items: { type: 'string' }, description: 'Array of transaction resourceIds to update' },
+            attributes: { type: 'object', description: 'Fields to update — only present fields are changed. Common: valueDate, contactResourceId, tags, capsuleResourceId. Invoices/bills: dueDate, currencySettings, taxCurrencySettings, customFields. Invoices/CNs: invoiceNotes, templateResourceId, billFrom, billTo. Schedulers: endDate, interval.' },
+        },
+        required: ['entity', 'resourceIds', 'attributes'],
+        group: 'quick_fix',
+        readOnly: false,
+        execute: async (ctx, input) => quickFix(ctx.client, input.entity, {
+            resourceIds: input.resourceIds,
+            attributes: input.attributes,
+        }),
+    },
+    {
+        name: 'quick_fix_line_items',
+        description: 'Bulk-update line items across multiple transactions. For ARAP (invoices, bills, credit notes) and accounting (journals, cash-entries): pass lineItemResourceIds + attributes. For schedulers: pass schedulerUpdates array with per-scheduler lineItemUpdates. ARAP line item attributes: name, quantity, unit, unitPrice, discount, itemResourceId, organizationAccountResourceId, taxProfileResourceId, classifierConfig. Bill/supplier-CN also: withholdingTax. Journal/cash-entry line items: organizationAccountResourceId, amount, description, taxProfileResourceId, classifierConfig.',
+        params: {
+            entity: { type: 'string', enum: [...QUICK_FIX_ENTITIES], description: 'Transaction type' },
+            lineItemResourceIds: { type: 'array', items: { type: 'string' }, description: 'Line item resourceIds to update (ARAP + accounting entities)' },
+            attributes: { type: 'object', description: 'Fields to update on all specified line items' },
+            schedulerUpdates: { type: 'array', items: { type: 'object' }, description: 'Per-scheduler updates (scheduler entities only): [{ schedulerResourceId, lineItemUpdates: [{ arrayIndex, ...fields }] }]' },
+        },
+        required: ['entity'],
+        group: 'quick_fix',
+        readOnly: false,
+        execute: async (ctx, input) => {
+            const entity = input.entity;
+            const isScheduler = ['sale-schedules', 'purchase-schedules', 'subscription-schedules', 'journal-schedules'].includes(entity);
+            const body = {};
+            if (isScheduler) {
+                if (!input.schedulerUpdates)
+                    throw new Error('schedulerUpdates is required for scheduler entities (sale-schedules, purchase-schedules, subscription-schedules, journal-schedules)');
+                body.schedulerUpdates = input.schedulerUpdates;
+            }
+            else {
+                if (!input.lineItemResourceIds)
+                    throw new Error('lineItemResourceIds is required for non-scheduler entities');
+                body.lineItemResourceIds = input.lineItemResourceIds;
+                body.attributes = input.attributes ?? {};
+            }
+            return quickFixLineItems(ctx.client, entity, body);
+        },
+    },
 ];

package/dist/index.js

@@ -49,6 +49,7 @@ import { registerContactGroupsCommand } from './commands/contact-groups.js';
 import { registerInventoryCommand } from './commands/inventory.js';
 import { registerSearchCommand } from './commands/search.js';
 import { registerCustomFieldsCommand } from './commands/custom-fields.js';
+import { registerQuickFixCommand } from './commands/quick-fix.js';
 import { registerSchemaCommand } from './commands/schema.js';
 import { applyAllExamples } from './commands/help-examples.js';
 import { shouldShowPicker, showCommandPicker, attachSubcommandPickers } from './commands/picker.js';
@@ -161,6 +162,7 @@ registerContactGroupsCommand(program);
 registerInventoryCommand(program);
 registerSearchCommand(program);
 registerCustomFieldsCommand(program);
+registerQuickFixCommand(program);
 registerSchemaCommand(program);
 applyAllExamples(program);
 // Add --org to every command that has --api-key (DRY: zero changes to command files)

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "4.30.9",
+  "version": "4.30.11",
   "description": "Clio — Command Line Interface Orchestrator for Jaz AI.",
   "type": "module",
   "bin": {