jaz-clio 5.2.7 → 5.3.1

package/README.md

@@ -54,7 +54,7 @@ clio practice create-engagement acme-pte-ltd --type monthly-close --period 2026-
 
 ## MCP Server
 
-272 CLI tools, available to any AI agent that speaks MCP. Runs locally — no cloud, no ports. Includes the v5.2.0 `practice_*` tools (init, onboard_client, list_clients, load_client, create_engagement, load_engagement) so an agent in Claude Desktop or Claude Code can scaffold and load client workspaces conversationally.
+273 CLI tools, available to any AI agent that speaks MCP. Runs locally — no cloud, no ports. Includes the v5.2.0 `practice_*` tools (init, onboard_client, list_clients, load_client, create_engagement, load_engagement) so an agent in Claude Desktop or Claude Code can scaffold and load client workspaces conversationally.
 
 **Claude Code:**
 ```bash

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.2.7
+version: 5.3.1
 description: >-
   Use this skill whenever you call, debug, or review code that touches the Jaz
   REST API. Covers field names, response shapes, 117 production gotchas, error
@@ -439,6 +439,10 @@ Bills, invoices, and credit notes share identical mandatory field specs. Adding
 
 137. **`bulk_upsert_contacts` request-level validation** — fails the WHOLE batch with HTTP 422 (no per-row partial success at this layer). Five rules to satisfy before submitting: (a) every contact must have `customer: true` OR `supplier: true` after defaults+backfill — for updates, the API backfills omitted flags from the existing contact; for creates, you must explicitly set at least one. (b) `emailList[]` entries within a contact must be case-insensitively unique. (c) `customerPaymentTerms.value` and `supplierPaymentTerms.value` must be positive integers when `name` != "CUSTOM". (d) `name` must be unique within the batch (after whitespace+case normalize). (e) When `billingAddress` or `shippingAddress` is provided, its `addressLine1` is required. Pre-validate client-side before calling; one bad row rejects the entire batch and the agent loses any successful work-in-progress.
 
+138. **`get_contact_signals` — read-only contact-history pattern lookup** — `GET /api/v1/contacts/{resourceId}/signals?btType=…` returns the contact's modal patterns (currency, payment-terms, tax-inclusion/presence, top-COA, top-item), cadence (median interval days, days-since-last, interval ratio), and outstanding-balance snapshot for one (contact × business-transaction-type) pair. `btType` is required: `SALE` | `PURCHASE` | `SALE_CREDIT_NOTE` | `PURCHASE_CREDIT_NOTE`. Returns null `data` when sampleSize < 5 or the freshness layer is unavailable. Cache key is per-(contactId, btType) pair, so repeated calls for the same pair are cheap. **Three slices are always empty/null on this endpoint** — `severitySummary`, `outlierFlags`, `revealedDivergences` — because they require a draft to compare against; those populate only on the per-result `contactSignals` object inside `validate_drafts` responses. Use this tool for "what does this contact normally look like?" questions before drafting; use `validate_drafts` for "how does this draft compare to the contact's history?" questions after drafting.
+
+139. **`validate_drafts` per-result enrichment (MID7)** — every entry in `results[]` now carries two extra slices alongside the existing `eligible` / `errors[]` / `displayData[]`: (a) **`contactSignals`** — full Mid-7 insight (cadence, outliers, severity, divergences, outstanding balance) computed against the draft's contact history. Null when the draft has no contact, the draft is ineligible, or the contact has no qualifying history in the 12-month window. Same shape as `get_contact_signals` but populated WITH the always-empty-on-GET slices (severitySummary, outlierFlags, revealedDivergences) — those compare the draft against the contact's modal pattern. (b) **`breakdown`** — full Balance-panel payload (`items[]` + `meta` with subtotal / tax / total / paymentRecorded / balance / exchangeRate). Use breakdown to surface the trx-level metadata an agent needs for "show me what this draft looks like" questions without a separate `get_invoice` / `get_bill` call. Top-level: `eligibleCount`, `ineligibleCount`, `columns` / `errorColumns` (table render hints), and `contactSignalsMeta.unavailable=true` when the freshness layer was offline for the whole batch (per-result `contactSignals` will all be null). Wire response uses legacy field names `contactInsight` (per-result) and `contactInsightsMeta` (top-level); motherboard's API client renames both to `contactSignals` / `contactSignalsMeta` for consistency with `get_contact_signals`.
+
 ## Supporting Files
 
 For detailed reference, read these files in this skill directory:

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.2.7
+version: 5.3.1
 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: 5.2.7
+version: 5.3.1
 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/jobs/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-jobs
-version: 5.2.7
+version: 5.3.1
 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/practice/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-practice
-version: 5.2.7
+version: 5.3.1
 description: >-
   Use this skill whenever an accounting practitioner is doing client work in
   Jaz — closing the books, filing GST, year-end statutory, onboarding a new

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

@@ -1,6 +1,6 @@
 ---
 name: jaz-recipes
-version: 5.2.7
+version: 5.3.1
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires