jaz-clio 5.16.0 → 5.16.2

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.16.0
+version: 5.16.2
 description: >-
   Use this skill whenever you call, debug, or review code that touches the Jaz
   REST API. Covers field names, response shapes, 141 production gotchas, error
@@ -196,8 +196,7 @@ The rest of this skill — field names, gotchas, error catalog, dependency order
 60. **Response maps transaction types**: Request `INVOICE` → response `SALE`. Request `BILL` → response `PURCHASE`. Request `CUSTOMER_CREDIT_NOTE` → response `SALE_CREDIT_NOTE`. Request `SUPPLIER_CREDIT_NOTE` → response `PURCHASE_CREDIT_NOTE`. S3 paths follow the response type. The response `validFiles[]` array contains `workflowResourceId` for tracking extraction progress via `POST /magic/workflows/search`.
 61. **Extraction is asynchronous** — the API response is immediate (file upload confirmation only). The actual Magic pipeline — OCR, line item extraction, contact matching, CoA learning, and autofill — runs asynchronously. Use `POST /magic/workflows/search` with `filter.resourceId.eq: "<workflowResourceId>"` to check status (SUBMITTED → PROCESSING → COMPLETED/FAILED). When COMPLETED, `businessTransactionDetails.businessTransactionResourceId` contains the created draft BT ID. The `subscriptionFBPath` in the response is a Firebase Realtime Database path for real-time status updates (alternative to polling).
 62. **Accepts PDF and JPG/JPEG** — both file types confirmed working. Handwritten documents are accepted at upload stage (extraction quality varies). `fileType` in response reflects actual format: `"PDF"`, `"JPEG"`.
-63. **Never use magic-search endpoints** — `GET /invoices/magic-search` and `GET /bills/magic-search` require a separate `x-magic-api-key` (not available to agents). Always use `POST /invoices/search` or `POST /bills/search` with standard `x-jk-api-key` auth instead.
-63b. **Workflow search tracks all magic uploads** — `POST /magic/workflows/search` searches across BT extractions AND bank statement imports. Filter by `resourceId` (eq), `documentType` (SALE, PURCHASE, SALE_CREDIT_NOTE, PURCHASE_CREDIT_NOTE, BANK_STATEMENT), `status` (SUBMITTED, PROCESSING, COMPLETED, FAILED), `fileName` (contains), `fileType`, `createdAt` (date range). Response: paginated `MagicWorkflowItem` with `businessTransactionDetails.businessTransactionResourceId` (the draft BT ID when COMPLETED) or `bankStatementDetails` (for bank imports). Standard search sort: `{ sortBy: ["createdAt"], order: "DESC" }`.
+63. **Workflow search tracks all magic uploads** — `POST /magic/workflows/search` searches across BT extractions AND bank statement imports. Filter by `resourceId` (eq), `documentType` (SALE, PURCHASE, SALE_CREDIT_NOTE, PURCHASE_CREDIT_NOTE, BANK_STATEMENT), `status` (SUBMITTED, PROCESSING, COMPLETED, FAILED), `fileName` (contains), `fileType`, `createdAt` (date range). Response: paginated `MagicWorkflowItem` with `businessTransactionDetails.businessTransactionResourceId` (the draft BT ID when COMPLETED) or `bankStatementDetails` (for bank imports). Standard search sort: `{ sortBy: ["createdAt"], order: "DESC" }`.
 
 ### Cashflow & Unified Ledger
 64. **No standalone payments list/search** — `GET /payments`, `POST /payments/search`, and `GET /payments` do NOT exist. Per-payment CRUD (`GET/PUT/DELETE /payments/:resourceId`) exists for individual payment records, but to **list or search** payments, use `POST /cashflow-transactions/search` — the unified transaction ledger that spans invoices, bills, credit notes, journals, cash entries, and payments. Filter by `businessTransactionType` (e.g., `SALE`, `PURCHASE`) and `direction` (`PAYIN`, `PAYOUT`). Response dates are epoch milliseconds.
@@ -326,9 +325,6 @@ Bills, invoices, and credit notes share identical mandatory field specs. Adding
 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 }`** — Clio auto-injects this; do not add manually. **`repeat` is required on POST** (valid: `ONE_TIME`, `DAILY`, `WEEKLY`, `MONTHLY`, `YEARLY`) — Clio maps from the `interval` parameter. 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). Filter by `businessTransactionType` (SALE, PURCHASE, JOURNAL) and/or `schedulerType` (RECURRING, SUBSCRIPTION) to narrow results.
 
-### Universal Search
-95. **Universal search uses `query` param (NOT `q`)** — `GET /search?query=<term>` returns categorized results across contacts, invoices, bills, credit notes, journals. Response is a flat object with category keys, each containing an array of matches. No pagination — returns top matches per category.
-
 ### Contact Groups
 96. **Contact groups have `associatedContacts` array** — Each group contains `{ name, resourceId, associatedContacts: [{ name, resourceId }] }`. Search via `POST /contact-groups/search`. Known bug: PUT returns 500 (Rule 46).
 

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

@@ -199,7 +199,7 @@ Fixed assets lock their linked line items — cannot edit account, amounts, or e
 
 **Jaz Magic**: The extraction & autofill engine. When users start from an attachment (PDF, JPG, document image), Jaz Magic is the correct path — it handles OCR, line item detection, contact matching, and CoA auto-mapping via ML learning, producing a complete draft transaction. Contact-level settings control extraction behavior: line items (detailed extraction), summary totals (single amount), or none. Up to 10 images can be merged into a single PDF. **Do not manually parse attachments to construct `POST /invoices` or `POST /bills` — always use Jaz Magic when the input is a file.**
 
-**API**: `POST /magic/createBusinessTransactionFromAttachment` (**attachment → draft transaction** — the primary endpoint for file-based creation), `POST /magic/importBankStatementFromAttachment` (bank statements), `PUT /invoices/magic-update`, `PUT /bills/magic-update`, `PUT /journals/magic-update`, `GET /invoices/magic-search`, `GET /bills/magic-search` (all magic endpoints use `x-magic-api-key`)
+**API**: `POST /magic/createBusinessTransactionFromAttachment` (**attachment → draft transaction** — the primary endpoint for file-based creation), `POST /magic/importBankStatementFromAttachment` (bank statements)
 
 ---
 
@@ -229,7 +229,7 @@ Fixed assets lock their linked line items — cannot edit account, amounts, or e
 
 **User Roles**: Admin (full access), Preparer (create drafts, submit for approval), Member (own drafts only). Granular permissions by module (AR, AP, Treasury, Journals).
 
-**API**: CRUD `GET/POST/PUT/DELETE /chart-of-accounts`, `POST /chart-of-accounts/bulk-upsert`, `POST /chart-of-accounts/search`, `GET /tax-profiles`, `POST /tax-profiles/search`, CRUD `GET/POST/PUT/DELETE /tags`, `POST /tags/search`, CRUD `GET/POST/PUT/DELETE /custom-fields`, `POST /custom-fields/search`, `POST /organization/currencies` (enable), `DELETE /organization/currencies/:code` (disable), `POST /organization-currencies/:code/rates` (set FX rate, CRUD), `GET /organization` (org details), CRUD `GET/POST/PUT/DELETE /organization/bookmarks`, CRUD `GET/POST/PUT/DELETE /nano-classifiers`, `POST /nano-classifiers/search`, `GET /organization-users`, `POST /organization-users/search`. Reference data: `GET /account-classifications`, `GET /withholding-tax-codes`, `GET /tax-types`, `GET /modules`, `GET /search` (Typesense full-text)
+**API**: CRUD `GET/POST/PUT/DELETE /chart-of-accounts`, `POST /chart-of-accounts/bulk-upsert`, `POST /chart-of-accounts/search`, `GET /tax-profiles`, `POST /tax-profiles/search`, CRUD `GET/POST/PUT/DELETE /tags`, `POST /tags/search`, CRUD `GET/POST/PUT/DELETE /custom-fields`, `POST /custom-fields/search`, `POST /organization/currencies` (enable), `DELETE /organization/currencies/:code` (disable), `POST /organization-currencies/:code/rates` (set FX rate, CRUD), `GET /organization` (org details), CRUD `GET/POST/PUT/DELETE /organization/bookmarks`, CRUD `GET/POST/PUT/DELETE /nano-classifiers`, `POST /nano-classifiers/search`, `GET /organization-users`, `POST /organization-users/search`. Reference data: `GET /account-classifications`, `GET /withholding-tax-codes`, `GET /tax-types`, `GET /modules`
 
 ---
 

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

@@ -29,7 +29,6 @@
 | POST | `/chart-of-accounts/search` | Advanced search with filters |
 | PUT | `/chart-of-accounts/:resourceId` | Update account |
 | DELETE | `/chart-of-accounts/:resourceId` | Delete account |
-| PUT | `/chart-of-accounts/magic-update` | AI-enhanced update (x-magic-api-key) |
 
 ### Invoices
 | Method | Path | Description |
@@ -49,7 +48,6 @@
 | GET | `/invoices/:resourceId/attachments` | List attachments |
 | POST | `/invoices/:resourceId/attachments` | Upload attachment |
 | DELETE | `/invoices/:resourceId/attachments/:attachmentResourceId` | Delete attachment |
-| PUT | `/invoices/magic-update` | AI-enhanced update (x-magic-api-key) |
 | POST | `/invoices/bulk-upsert` | Bulk create/update invoices (max 500) — **async**, returns `{ jobId }`. Natural key: `invoiceReference`. ISO 8601 dates only. |
 | POST | `/invoices/line-items/bulk-upsert` | Bulk create/update invoices with nested line items (max 500) — **async**, returns `{ jobId }`. |
 
@@ -70,7 +68,6 @@
 | GET | `/bills/:resourceId/attachments` | List attachments |
 | POST | `/bills/:resourceId/attachments` | Upload attachment |
 | DELETE | `/bills/:resourceId/attachments/:attachmentResourceId` | Delete attachment |
-| PUT | `/bills/magic-update` | AI-enhanced update (x-magic-api-key) |
 | POST | `/bills/bulk-upsert` | Bulk create/update bills (max 500) — **async**, returns `{ jobId }`. Natural key: `billReference`. ISO 8601 dates only. |
 | POST | `/bills/line-items/bulk-upsert` | Bulk create/update bills with nested line items (max 500) — **async**, returns `{ jobId }`. |
 
@@ -107,7 +104,6 @@ Four entities sharing one shape. Replace `{entity}` with `sale-quotes`, `sale-or
 | GET | `/customer-credit-notes/:resourceId/download` | Download PDF |
 | POST | `/customer-credit-notes/:resourceId/refunds` | Record refund(s) |
 | GET | `/customer-credit-notes/:resourceId/refunds` | List refunds |
-| PUT | `/customer-credit-notes/magic-update` | AI update |
 | POST | `/customer-credit-notes/bulk-upsert` | Bulk create/update (max 500) — **async**, returns `{ jobId }`. Natural key: `creditNoteReference`. |
 
 ### Supplier Credit Notes
@@ -121,7 +117,6 @@ Four entities sharing one shape. Replace `{entity}` with `sale-quotes`, `sale-or
 | DELETE | `/supplier-credit-notes/:resourceId` | Delete |
 | POST | `/supplier-credit-notes/:resourceId/refunds` | Record refund(s) |
 | GET | `/supplier-credit-notes/:resourceId/refunds` | List refunds |
-| PUT | `/supplier-credit-notes/magic-update` | AI update |
 | POST | `/supplier-credit-notes/bulk-upsert` | Bulk create/update (max 500) — **async**, returns `{ jobId }`. Natural key: `creditNoteReference`. |
 
 ### Journals
@@ -136,7 +131,6 @@ Four entities sharing one shape. Replace `{entity}` with `sale-quotes`, `sale-or
 | GET | `/journals/:resourceId/attachments` | List attachments |
 | POST | `/journals/:resourceId/attachments` | Upload attachment |
 | DELETE | `/journals/:resourceId/attachments/:attachmentResourceId` | Delete attachment |
-| PUT | `/journals/magic-update` | AI update |
 | POST | `/journals/bulk-upsert` | Bulk create/update manual journals (max 500) — **async**, returns `{ jobId }`. Natural key: `reference`. Multi-leg `entries[]` per row. ISO 8601 dates only. |
 
 ### Cash Entries
@@ -146,12 +140,10 @@ Four entities sharing one shape. Replace `{entity}` with `sale-quotes`, `sale-or
 | GET | `/cash-in-entries` | List cash-in |
 | GET | `/cash-in-entries/:resourceId` | Get cash-in by ID |
 | PUT | `/cash-in-entries/:resourceId` | Update cash-in |
-| PUT | `/cash-in-entries/magic-update` | AI update |
 | POST | `/cash-out-entries` | Create cash-out |
 | GET | `/cash-out-entries` | List cash-out |
 | GET | `/cash-out-entries/:resourceId` | Get cash-out by ID |
 | PUT | `/cash-out-entries/:resourceId` | Update cash-out |
-| PUT | `/cash-out-entries/magic-update` | AI update |
 | POST | `/cash-transfers` | Create cash transfer |
 | GET | `/cash-transfers` | List cash transfers |
 | GET | `/cash-transfers/:resourceId` | Get transfer by ID |
@@ -238,7 +230,6 @@ Body for all three: `{ items: [{btResourceId: "<uuid>", btType: "SALE|PURCHASE|S
 | POST | `/contacts/search` | Advanced search |
 | PUT | `/contacts/:resourceId` | Update |
 | DELETE | `/contacts/:resourceId` | Delete |
-| PUT | `/contacts/magic-update` | AI update |
 | POST | `/contacts/bulk-upsert` | Bulk create/update contacts (max 500) — **async**, returns `{ jobId }`. Poll `/background-jobs/search` with `filter.resourceId`. |
 
 ### Contact Groups
@@ -450,17 +441,6 @@ Body for all three: `{ items: [{btResourceId: "<uuid>", btType: "SALE|PURCHASE|S
 | POST | `/magic/createBusinessTransactionFromAttachment` | **Jaz Magic: Extraction & Autofill.** Upload PDF/JPG → full extraction pipeline (OCR, line items, contact matching, CoA ML learning) → draft transaction with all fields autofilled. Supports `INVOICE`, `BILL`, `CUSTOMER_CREDIT_NOTE`, `SUPPLIER_CREDIT_NOTE`. FILE mode = multipart (`sourceFile` blob), URL mode = JSON (`sourceURL`). Async — returns `workflowResourceId` for tracking via workflow search. Request maps: `INVOICE`→`SALE`, `BILL`→`PURCHASE`, `CUSTOMER_CREDIT_NOTE`→`SALE_CREDIT_NOTE`, `SUPPLIER_CREDIT_NOTE`→`PURCHASE_CREDIT_NOTE`. |
 | POST | `/magic/workflows/search` | **Workflow search.** Track magic upload status across BT extractions and bank imports. Filter by `resourceId`, `documentType` (SALE/PURCHASE/SALE_CREDIT_NOTE/PURCHASE_CREDIT_NOTE/BANK_STATEMENT), `status` (SUBMITTED/PROCESSING/COMPLETED/FAILED), `fileName`, `fileType`, `createdAt`. Response includes `businessTransactionDetails.businessTransactionResourceId` (the draft BT ID) when COMPLETED. |
 | POST | `/magic/importBankStatementFromAttachment` | Convert bank statement → entries |
-| PUT | `/invoices/magic-update` | AI-enhanced invoice update |
-| PUT | `/bills/magic-update` | AI-enhanced bill update |
-| PUT | `/customer-credit-notes/magic-update` | AI-enhanced CN update |
-| PUT | `/supplier-credit-notes/magic-update` | AI-enhanced CN update |
-| PUT | `/journals/magic-update` | AI-enhanced journal update |
-| PUT | `/cash-in-entries/magic-update` | AI-enhanced cash-in update |
-| PUT | `/cash-out-entries/magic-update` | AI-enhanced cash-out update |
-| PUT | `/contacts/magic-update` | AI-enhanced contact update |
-| PUT | `/chart-of-accounts/magic-update` | AI-enhanced CoA update |
-| ~~GET~~ | ~~`/invoices/magic-search`~~ | ~~AI-powered sales search~~ — **Do not use.** Requires `x-magic-api-key`. Use `POST /invoices/search` instead. |
-| ~~GET~~ | ~~`/bills/magic-search`~~ | ~~AI-powered purchase search~~ — **Do not use.** Requires `x-magic-api-key`. Use `POST /bills/search` instead. |
 
 ---
 
@@ -546,7 +526,6 @@ Body for all three: `{ items: [{btResourceId: "<uuid>", btType: "SALE|PURCHASE|S
 |--------|------|-------------|
 | GET | `/account-classifications` | List all account classification types |
 | GET | `/withholding-tax-codes` | List withholding tax codes |
-| GET | `/search` | Full-text search (Typesense-backed) |
 
 ### Bookmarks
 | Method | Path | Description |

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.16.0
+version: 5.16.2
 description: >-
   Use this skill when running Clio CLI commands, building shell scripts with
   Clio, debugging auth issues, understanding --json output, paginating results,

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 5.16.0
+version: 5.16.2
 description: >-
   Use this skill when migrating accounting data into Jaz — importing from Xero,
   QuickBooks, Sage, MYOB, or Excel exports. Covers the full conversion pipeline:

package/assets/skills/jaz-pseudo-sql/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-pseudo-sql
-version: 5.16.0
+version: 5.16.2
 description: >-
   Use this skill when answering ad-hoc data questions that aren't covered by
   download_export (canonical reports — anomaly, audit, aging, P&L, BS, GL,

package/assets/skills/jobs/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-jobs
-version: 5.16.0
+version: 5.16.2
 description: >-
   Use this skill for recurring accounting workflows — month/quarter/year-end
   close, bank reconciliation, GST/VAT filing, payment runs, credit control,

package/assets/skills/transaction-recipes/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-recipes
-version: 5.16.0
+version: 5.16.2
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires