jaz-clio 4.34.0 → 4.34.2

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 4.34.0
+version: 4.34.2
 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.
@@ -284,7 +284,7 @@ Bills, invoices, and credit notes share identical mandatory field specs. Adding
 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 }`.
+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. **`valueDate` must be today or in the past** — future dates are rejected with "Opening data cannot be future date". Each entry: `{ accountResourceId, type: "DEBIT"|"CREDIT", amount }`.
 
 ### Scheduler Dynamic Strings
 109. **Scheduler placeholder strings** — All scheduled transactions (invoices, bills, journals, subscriptions) support dynamic strings in any free text field (`reference`, line item `name`, `notes`). Strings are replaced with values relative to the **transaction date**: `{{Day}}` → day name (Monday), `{{Date}}` → full date (09 Mar 2026), `{{Date+X}}` → date + X days, `{{DateRange:X}}` → date range spanning X days (min 1, max 999), `{{Month}}` → month name (March), `{{Month+X}}` → month + X months, `{{MonthRange:X}}` → month range spanning X months, `{{Year}}` → year (2026), `{{Year+X}}` → year + X years. Example: `reference: "INV-{{Month}}-{{Year}}"` → `"INV-March-2026"` for a March transaction.
@@ -307,6 +307,9 @@ Bills, invoices, and credit notes share identical mandatory field specs. Adding
 ### Payment Record CRUD
 115. **Payment record CRUD** — `GET /payments/:resourceId` returns `{data: PaymentRecord}` (wrapped). Payment resourceIds come from invoice/bill GET response → `paymentRecords[].resourceId`. **Cashflow transaction IDs ≠ payment IDs** — don't mix them. `POST /cashflow-transactions/search` returns cashflow IDs, while payment CRUD uses separate payment IDs from the parent document.
 
+116. **PaymentMethod accepts 11 values** — All payment endpoints (invoices, bills, credit note refunds, payment updates) accept: `CASH`, `BANK_TRANSFER`, `CREDIT_CARD`, `CHEQUE`, `E_WALLET`, `WITHHOLDING_TAX_CERTIFICATE`, `CLEARING_SETTLEMENT`, `DEBT_WRITE_OFF`, `INTER_COMPANY`, `OTHER`, `PAYMENT_GATEWAY`. Default is `BANK_TRANSFER`. The OAS previously listed only 7 — the API runtime already accepted all 11.
+117. **Fixed asset sale accepts PURCHASE type** — `saleBusinessTransactionType` in mark-as-sold accepts `SALE`, `PURCHASE`, or `JOURNAL_MANUAL`. Use `PURCHASE` when the disposal is linked to a purchase-side transaction (e.g., trade-in).
+
 ## Supporting Files
 
 For detailed reference, read these files in this skill directory:

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

@@ -283,7 +283,7 @@ DELETE → expects "A" (parentEntityResourceId, via /cash-entries/:id)
 | `amount` | `paymentAmount` | **Bank account currency** — actual cash moved. NOT `amount`. |
 | (none) | `transactionAmount` | **Transaction document currency (invoice/bill/credit note)** — amount applied to balance. Equal to `paymentAmount` for same-currency. For FX: differs (e.g., USD invoice paid from SGD bank at 1.35 → `paymentAmount: 1350`, `transactionAmount: 1000`). |
 | `bankAccountResourceId` | `accountResourceId` | Canonical is `accountResourceId`. **Alias `bankAccountResourceId` now accepted on POST.** |
-| (none) | `paymentMethod` | Required: `"BANK_TRANSFER"` |
+| (none) | `paymentMethod` | Default: `"BANK_TRANSFER"`. Full enum: `CASH`, `BANK_TRANSFER`, `CREDIT_CARD`, `CHEQUE`, `E_WALLET`, `WITHHOLDING_TAX_CERTIFICATE`, `CLEARING_SETTLEMENT`, `DEBT_WRITE_OFF`, `INTER_COMPANY`, `OTHER`, `PAYMENT_GATEWAY` |
 | (none) | `reference` | Required: payment reference string |
 | `date` / `paymentDate` | `valueDate` | NOT `paymentDate`, NOT `date`. Must be `YYYY-MM-DD` |
 | (flat object) | `{ payments: [...] }` | Must be wrapped in array |

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 4.34.0
+version: 4.34.2
 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: 4.34.0
+version: 4.34.2
 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: 4.34.0
+version: 4.34.2
 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/tools.js

@@ -136,6 +136,15 @@ const LINE_ITEM_PARAM = {
     },
     description: 'Line items — include accountResourceId on each line when finalizing (saveAsDraft: false)',
 };
+const PAYMENT_METHOD_PARAM = {
+    type: 'string',
+    enum: [
+        'CASH', 'BANK_TRANSFER', 'CREDIT_CARD', 'CHEQUE', 'E_WALLET',
+        'WITHHOLDING_TAX_CERTIFICATE', 'CLEARING_SETTLEMENT',
+        'DEBT_WRITE_OFF', 'INTER_COMPANY', 'OTHER', 'PAYMENT_GATEWAY',
+    ],
+    description: 'Payment method (default BANK_TRANSFER)',
+};
 // ── Helper to extract common input fields ────────────────────────
 function extractPaginationInput(input) {
     const limit = input.limit;
@@ -604,11 +613,7 @@ export const TOOL_DEFINITIONS = [
             accountResourceId: { type: 'string', description: 'Bank/cash account resourceId for payment' },
             valueDate: { type: 'string', description: 'Payment date (YYYY-MM-DD)' },
             reference: { type: 'string', description: 'Payment reference' },
-            paymentMethod: {
-                type: 'string',
-                enum: ['CASH', 'BANK_TRANSFER', 'CREDIT_CARD', 'CHEQUE', 'E_WALLET', 'OTHER'],
-                description: 'Payment method (default BANK_TRANSFER)',
-            },
+            paymentMethod: PAYMENT_METHOD_PARAM,
             customFields: CUSTOM_FIELDS_PARAM,
         },
         required: ['resourceId', 'paymentAmount', 'accountResourceId', 'valueDate'],
@@ -806,7 +811,7 @@ Steps: 1) search_customer_credit_notes with status UNAPPLIED for the same contac
             accountResourceId: { type: 'string' },
             valueDate: { type: 'string' },
             reference: { type: 'string' },
-            paymentMethod: { type: 'string' },
+            paymentMethod: PAYMENT_METHOD_PARAM,
             customFields: CUSTOM_FIELDS_PARAM,
         },
         required: ['resourceId', 'paymentAmount', 'accountResourceId', 'valueDate'],
@@ -1483,11 +1488,7 @@ Steps: 1) search_customer_credit_notes with status UNAPPLIED for the same contac
             accountResourceId: { type: 'string', description: 'Bank/cash account resourceId' },
             valueDate: { type: 'string', description: 'Payment date (YYYY-MM-DD)' },
             reference: { type: 'string', description: 'Payment reference' },
-            paymentMethod: {
-                type: 'string',
-                enum: ['CASH', 'BANK_TRANSFER', 'CREDIT_CARD', 'CHEQUE', 'E_WALLET', 'OTHER'],
-                description: 'Payment method (default BANK_TRANSFER)',
-            },
+            paymentMethod: PAYMENT_METHOD_PARAM,
         },
         required: ['creditNoteId', 'paymentAmount', 'accountResourceId', 'valueDate'],
         group: 'customer_credit_notes',
@@ -1658,11 +1659,7 @@ Steps: 1) search_customer_credit_notes with status UNAPPLIED for the same contac
             accountResourceId: { type: 'string', description: 'Bank/cash account resourceId' },
             valueDate: { type: 'string', description: 'Payment date (YYYY-MM-DD)' },
             reference: { type: 'string', description: 'Payment reference' },
-            paymentMethod: {
-                type: 'string',
-                enum: ['CASH', 'BANK_TRANSFER', 'CREDIT_CARD', 'CHEQUE', 'E_WALLET', 'OTHER'],
-                description: 'Payment method (default BANK_TRANSFER)',
-            },
+            paymentMethod: PAYMENT_METHOD_PARAM,
         },
         required: ['creditNoteId', 'paymentAmount', 'accountResourceId', 'valueDate'],
         group: 'supplier_credit_notes',
@@ -3328,7 +3325,7 @@ Dynamic strings for name/reference: {{bankReference}} (e.g., INV-03/01/2025-01),
             resourceId: { type: 'string', description: 'Fixed asset resourceId' },
             depreciationEndDate: { type: 'string', description: 'Final depreciation date (YYYY-MM-DD)' },
             assetDisposalGainLossAccountResourceId: { type: 'string', description: 'Gain/loss account resourceId' },
-            saleBusinessTransactionType: { type: 'string', enum: ['SALE', 'JOURNAL_MANUAL'], description: 'Sale transaction type' },
+            saleBusinessTransactionType: { type: 'string', enum: ['SALE', 'PURCHASE', 'JOURNAL_MANUAL'], description: 'Sale transaction type' },
             saleItemResourceId: { type: 'string', description: 'Sale item resourceId' },
         },
         required: ['resourceId', 'depreciationEndDate', 'assetDisposalGainLossAccountResourceId', 'saleBusinessTransactionType', 'saleItemResourceId'],
@@ -4408,7 +4405,7 @@ Response: { updated: string[], failed: [{ resourceId, error, errorCode }] }. On
             endDate: { type: 'string', description: 'Last occurrence date (YYYY-MM-DD)' },
             status: { type: 'string', description: 'Status: ACTIVE or PAUSED' },
             valueDate: { type: 'string', description: 'Journal date (YYYY-MM-DD)' },
-            schedulerEntries: { type: 'array', description: 'Journal entries: [{ accountResourceId, type: CREDIT|DEBIT, amount, ... }]' },
+            schedulerEntries: { type: 'array', items: { type: 'object' }, description: 'Journal entries: [{ accountResourceId, type: CREDIT|DEBIT, amount, ... }]' },
             reference: { type: 'string', description: 'Journal reference' },
             notes: { type: 'string', description: 'Journal notes' },
         },
@@ -4447,7 +4444,7 @@ Response: { updated: string[], failed: [{ resourceId, error, errorCode }] }. On
             paymentAmount: { type: 'number', description: 'Corrected payment amount (bank currency)' },
             reference: { type: 'string', description: 'Payment reference' },
             valueDate: { type: 'string', description: 'Payment date (YYYY-MM-DD)' },
-            paymentMethod: { type: 'string', description: 'Payment method (BANK_TRANSFER, CASH, CHEQUE, etc.)' },
+            paymentMethod: PAYMENT_METHOD_PARAM,
             accountResourceId: { type: 'string', description: 'Bank/cash account resourceId' },
             transactionFee: { type: 'number', description: 'Transaction fee amount' },
         },

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "4.34.0",
+  "version": "4.34.2",
   "description": "Clio — Command Line Interface Orchestrator for Jaz AI.",
   "type": "module",
   "bin": {