jaz-clio 4.32.4 → 4.32.5

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 4.32.4
+version: 4.32.5
 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.
@@ -281,7 +281,7 @@ Bills, invoices, and credit notes share identical mandatory field specs. Adding
 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: string[], failed: [{ resourceId, error, errorCode }] }`. **HTTP status codes**: 200 = complete success (`failed` always empty). **207 Multi-Status** = partial or total failure with per-item detail (same response shape as 200 — check `failed` array). 422 = total failure with no per-item breakdown (rare, standard error shape). On 207, retry only `failed` resourceIds — `updated` ones are already done. 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.
+107. **20 Quick Fix endpoints for bulk-updating transactions and line items** — `POST /api/v1/quick-fix/{entity}` with `{ resourceIds: [...], attributes: {...} }`. Only included fields are changed — omitted fields are left unchanged. Response: `{ updated: string[], failed: [{ resourceId, error, errorCode }] }`. **HTTP status codes**: 200 = complete success (`failed` always empty). **207 Multi-Status** = partial or total failure with per-item detail (same response shape as 200 — check `failed` array). 422 = total failure with no per-item breakdown (rare). On 207, retry only `failed` resourceIds. Entities: **ARAP**: invoices, bills, customer-credit-notes, supplier-credit-notes. **Accounting**: journals, cash-entries. **Schedulers**: sale-schedules, purchase-schedules, subscription-schedules, journal-schedules. **Line-item request patterns**: ARAP + accounting use `{ lineItemResourceIds, attributes }`. Schedulers (sale/purchase/subscription) use Pattern C: `{ schedulerUpdates: [{ schedulerResourceId, lineItemUpdates: [{ arrayIndex, ...attrs }] }] }`. **Journal-schedules use Pattern D**: `lineItemResourceId` (UUID) instead of `arrayIndex`. **Field gotchas**: cash entries use `currencySetting` (singular: `{ rateFunctionalToSource, exchangeToken }`), NOT `currencySettings`. Journal schedules have `startDate` in addition to `endDate`/`interval`. Tags: string array, max 50 items, max 50 chars each.
 
 ### Transfer Trial Balance
 108. **Transfer Trial Balance** (`POST /api/v1/transfer-trial-balance`) creates opening balance entries. Uses `journalEntries` (NOT `lines` — this is a journal type). Always ACTIVE (no draft mode), reference auto-generated as "Transfer Trial Balance", minimum 1 entry, entries cannot have 0 amounts, skips lock date validation. Each entry: `{ accountResourceId, type: "DEBIT"|"CREDIT", amount }`.

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

@@ -1895,13 +1895,50 @@ POST /api/v1/quick-fix/sale-schedules/line-items
 
 ### 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).
+Only included fields are changed — omitted fields are left unchanged.
 
-**ARAP line items**: name, quantity, unit, unitPrice, discount, itemResourceId, organizationAccountResourceId, taxProfileResourceId, classifierConfig, withholdingTax (bills/supplier-CNs only).
+**Transaction-level by entity**:
+- **Invoices**: valueDate, dueDate, invoiceNotes, templateResourceId, contactResourceId, billFrom, billTo, currencySettings, taxCurrencySettings, tags, customFields, capsuleResourceId
+- **Bills**: valueDate, dueDate, contactResourceId, currencySettings, taxCurrencySettings, tags, customFields, capsuleResourceId
+- **Customer CNs**: valueDate, notes, templateResourceId, contactResourceId, creditFrom, creditTo, currencySettings, taxCurrencySettings, tags, customFields, capsuleResourceId
+- **Supplier CNs**: valueDate, contactResourceId, currencySettings, taxCurrencySettings, tags, customFields, capsuleResourceId
+- **Journals**: valueDate, contactResourceId, tags, internalNotes, capsuleResourceId
+- **Cash entries**: organizationAccountResourceId, valueDate, contactResourceId, capsuleResourceId, tags, reference, `currencySetting` (SINGULAR: `{ rateFunctionalToSource, exchangeToken }`), taxCurrencySettings
+- **Sale/subscription schedules**: endDate, interval, invoiceNotes, templateResourceId, contactResourceId, billFrom, billTo, tags, customFields, capsuleResourceId (+ currencySettings/taxCurrencySettings for sale only)
+- **Purchase schedules**: endDate, interval, contactResourceId, currencySettings, taxCurrencySettings, tags, customFields, capsuleResourceId
+- **Journal schedules**: startDate, endDate, interval, contactResourceId, tags, internalNotes, capsuleResourceId
 
-**Journal/cash-entry line items**: organizationAccountResourceId, amount, description, taxProfileResourceId, classifierConfig.
+**Line items — ARAP (Pattern B)**: name, quantity, unit, unitPrice, discount, itemResourceId, organizationAccountResourceId, taxProfileResourceId, classifierConfig, withholdingTax (bills/supplier-CNs only).
 
-**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.
+**Line items — journal/cash-entry (Pattern B)**: organizationAccountResourceId, amount, description, taxProfileResourceId, classifierConfig.
+
+**Line items — schedulers (Pattern C, arrayIndex)**: name, description, sku, unit, unitPrice, quantity, discount, taxProfileResourceId, organizationAccountResourceId, classifierConfig, itemResourceId, withholdingTax (purchase only).
+
+**Line items — journal-schedules (Pattern D, lineItemResourceId)**: amount, description, organizationAccountResourceId, taxProfileResourceId, classifierConfig, itemResourceId, unit, quantity, pricePerUnit.
+
+### Pattern D Example (Journal Schedule Line Items)
+
+```json
+POST /api/v1/quick-fix/journal-schedules/line-items
+{
+  "schedulerUpdates": [
+    {
+      "schedulerResourceId": "sched-uuid",
+      "lineItemUpdates": [
+        {
+          "lineItemResourceId": "line-uuid",
+          "amount": 500,
+          "organizationAccountResourceId": "acct-uuid"
+        }
+      ]
+    }
+  ]
+}
+```
+
+Note: journal-schedules use `lineItemResourceId` (UUID), NOT `arrayIndex`.
+
+**Tags**: string array, max 50 items, max 50 chars each.
 
 ---
 

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

@@ -823,16 +823,14 @@ Journals support a top-level `currency` object to create entries in a foreign cu
 
 **207 Multi-Status** — Not an error. The API returns 207 when one or more items in the batch failed. Response body is the same shape as 200: `{ updated: [...], failed: [{ resourceId, error, errorCode }] }`. Always check `failed.length` — on partial failure, some items succeeded (`updated`) while others failed (`failed`). Retry pattern: only retry the `failed` resourceIds, not the whole batch.
 
-**"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.
+**"INACTIVE_OR_DELETED_ACCOUNT"** — The account referenced in the update is deleted or inactive. Verify the account UUID is valid and active.
 
-**"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.
+**"Cannot update ACTIVE entry"** — Journal or cash entry is already active. Must void and recreate to change.
 
 **"TRANSACTION_LOCKED"** — Transaction is in a locked period. Cannot update.
 
+**"Item name is required to bulk update purchase item details"** — Line-item quick-fix for purchase entities requires `name` in attributes.
+
 ---
 
 *Last updated: 2026-03-11 — Cash entry path migration (cash-in-journals → cash-in-entries, etc.), cash entry `lines` canonical. Previous: Quick Fix errors.*

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

@@ -573,6 +573,8 @@ Battle-tested patterns from production Jaz API clients:
 | `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) |
+| `currencySettings` (cash entries) | `currencySetting` | Cash entries use SINGULAR form: `{ rateFunctionalToSource, exchangeToken }` |
+| `arrayIndex` (journal-schedule line items) | `lineItemResourceId` | Journal-schedule line items use UUID, NOT zero-based index (Pattern D vs C) |
 
 ---
 

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 4.32.4
+version: 4.32.5
 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: 4.32.4
+version: 4.32.5
 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: 4.32.4
+version: 4.32.5
 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

@@ -1,7 +1,6 @@
 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 {
@@ -85,21 +84,6 @@ Examples:
             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,

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

@@ -13,14 +13,7 @@ export function normalizeQuickFixResult(raw) {
 }
 // ── Transaction-Level Quick Fix ──────────────────────────────────
 export async function quickFix(client, entity, body) {
-    const attrs = { ...body.attributes };
-    // ARAP entities require dueDate alongside valueDate — absent fields are treated as "remove".
-    // Default dueDate to valueDate only when key is truly absent (not explicitly set to null).
-    const hasDueDate = Object.prototype.hasOwnProperty.call(body.attributes, 'dueDate');
-    if (QUICK_FIX_ARAP.includes(entity) && attrs.valueDate && !hasDueDate) {
-        attrs.dueDate = attrs.valueDate;
-    }
-    const raw = await client.post(`/api/v1/quick-fix/${entity}`, { ...body, attributes: attrs });
+    const raw = await client.post(`/api/v1/quick-fix/${entity}`, body);
     return normalizeQuickFixResult(raw);
 }
 // ── Line-Item-Level Quick Fix ────────────────────────────────────

package/dist/core/registry/tools.js

@@ -4037,16 +4037,23 @@ Returns per-contact result: created, skipped (duplicate), or failed.`,
     // ══════════════════════════════════════════════════════════════
     {
         name: 'quick_fix_transactions',
-        description: `Bulk-update multiple transactions of the same type in one call. Pass resourceIds + attributes object — only present fields are changed.
-Entities — 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 (string array, e.g. ["Q1"]), capsuleResourceId. Entity-specific: dueDate (invoices/bills/CNs), invoiceNotes, templateResourceId, currencySettings, taxCurrencySettings, customFields.
-NOTE: valueDate (and dueDate for invoices/bills) MUST be included even if unchanged — the API treats absent fields as "remove".
-Response: { updated: string[], failed: [{ resourceId, error, errorCode }] }. On partial failure (HTTP 207), both arrays may be populated — always check failed.length. On 207, only retry failed resourceIds (updated ones are done).
-Example call: { entity: "invoices", resourceIds: ["id1","id2"], attributes: { valueDate: "2026-03-01", dueDate: "2026-04-01", tags: ["Q1"] } }`,
+        description: `Bulk-update multiple transactions of the same type in one call. Pass resourceIds + attributes — only included fields are changed, omitted fields are left unchanged.
+Per-entity attributes:
+- Invoices: valueDate, dueDate, invoiceNotes, templateResourceId, contactResourceId, billFrom, billTo, currencySettings, taxCurrencySettings, tags, customFields, capsuleResourceId
+- Bills: valueDate, dueDate, contactResourceId, currencySettings, taxCurrencySettings, tags, customFields, capsuleResourceId
+- Customer CNs: valueDate, notes, templateResourceId, contactResourceId, creditFrom, creditTo, currencySettings, taxCurrencySettings, tags, customFields, capsuleResourceId
+- Supplier CNs: valueDate, contactResourceId, currencySettings, taxCurrencySettings, tags, customFields, capsuleResourceId
+- Journals: valueDate, contactResourceId, tags, internalNotes, capsuleResourceId
+- Cash entries: organizationAccountResourceId, valueDate, contactResourceId, capsuleResourceId, tags, reference, currencySetting (SINGULAR — { rateFunctionalToSource, exchangeToken }), taxCurrencySettings
+- Sale/subscription schedules: endDate, interval, invoiceNotes, templateResourceId, contactResourceId, billFrom, billTo, tags, customFields, capsuleResourceId (+ currencySettings/taxCurrencySettings for sale only)
+- Purchase schedules: endDate, interval, contactResourceId, currencySettings, taxCurrencySettings, tags, customFields, capsuleResourceId
+- Journal schedules: startDate, endDate, interval, contactResourceId, tags, internalNotes, capsuleResourceId
+Tags: string array (max 50 items, max 50 chars each), e.g. ["Q1"].
+Response: { updated: string[], failed: [{ resourceId, error, errorCode }] }. On partial failure (HTTP 207), both arrays may be populated — always check failed.length. On 207, only retry failed resourceIds.`,
         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 (REQUIRED — must be an object). Common: valueDate, contactResourceId, tags (string array, e.g. ["Q1"]), capsuleResourceId. ARAP: dueDate, currencySettings, taxCurrencySettings, customFields. Invoices/CNs: invoiceNotes, templateResourceId, billFrom, billTo. Schedulers: endDate, interval. IMPORTANT: always include valueDate (and dueDate for ARAP) even if unchanged.' },
+            attributes: { type: 'object', description: 'Fields to update — only included fields are changed, omitted fields left unchanged. See tool description for per-entity attribute list.' },
         },
         required: ['entity', 'resourceIds', 'attributes'],
         group: 'quick_fix',
@@ -4058,18 +4065,23 @@ Example call: { entity: "invoices", resourceIds: ["id1","id2"], attributes: { va
     },
     {
         name: 'quick_fix_line_items',
-        description: `Bulk-update line items across multiple transactions. Use this to reclassify accounts, change tax profiles, or update line item details in bulk.
-Works for ALL entity types including cash-in and cash-out entries — use for bulk account reclassification on cash entry line items.
-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.
-Response: { updated: string[], failed: [{ resourceId, error, errorCode }] }. On partial failure (HTTP 207), both arrays may be populated — always check failed.length.`,
+        description: `Bulk-update line items across multiple transactions. Only included fields are changed, omitted fields left unchanged.
+Request patterns by entity type:
+- ARAP + accounting (invoices, bills, CNs, journals, cash-entries): pass lineItemResourceIds + attributes.
+- Schedulers (sale/purchase/subscription-schedules): pass schedulerUpdates with arrayIndex per line item (Pattern C).
+- Journal schedules: pass schedulerUpdates with lineItemResourceId (UUID) per line item — NOT arrayIndex (Pattern D).
+Line item attributes by type:
+- Sale (invoices + customer CNs): name, quantity, unit, unitPrice, discount, itemResourceId, organizationAccountResourceId, taxProfileResourceId, classifierConfig
+- Purchase (bills + supplier CNs): same as sale + withholdingTax
+- Scheduler (sale/purchase/subscription, Pattern C): name, description, sku, unit, unitPrice, quantity, discount, taxProfileResourceId, organizationAccountResourceId, classifierConfig, itemResourceId, withholdingTax (purchase only). Uses arrayIndex (zero-based).
+- Journal/cash-entry: organizationAccountResourceId, amount, description, taxProfileResourceId, classifierConfig
+- Journal-schedule (Pattern D): amount, description, organizationAccountResourceId, taxProfileResourceId, classifierConfig, itemResourceId, unit, quantity, pricePerUnit. Uses lineItemResourceId (UUID).
+Response: { updated: string[], failed: [{ resourceId, error, errorCode }] }. On partial failure (HTTP 207), check failed.length.`,
         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 }] }]' },
+            schedulerUpdates: { type: 'array', items: { type: 'object' }, description: 'Per-scheduler updates: [{ schedulerResourceId, lineItemUpdates: [{ arrayIndex, ...fields }] }]. EXCEPTION: journal-schedules use lineItemResourceId (UUID) instead of arrayIndex.' },
         },
         required: ['entity'],
         group: 'quick_fix',

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "4.32.4",
+  "version": "4.32.5",
   "description": "Clio — Command Line Interface Orchestrator for Jaz AI.",
   "type": "module",
   "bin": {