jaz-clio 5.20.7 → 5.20.9

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.20.7
+version: 5.20.9
 description: >-
   Use this skill whenever you call, debug, or review code that touches the Jaz
   REST API. Covers field names, response shapes, 158 production gotchas, error
@@ -376,7 +376,7 @@ Bills, invoices, and credit notes share identical mandatory field specs. Adding
 113. **Nano-classifier API gotchas** — CREATE uses `classes: string[]` (NOT `classNames` or `[{className}]`). `printable: boolean` is required — defaults to `false` (most classifiers are not printable). GET single is double-wrapped: `{data: {data: [...], totalElements, totalPages}}` — extract the first element from the inner paginated response. GET/LIST response returns classes as `[{className, resourceId}]` (objects), while CREATE accepts plain `string[]`.
 
 ### Scheduler Response Asymmetry
-114. **Scheduler response uses `interval`, not `repeat`** — POST/PUT uses `repeat` field (values: `WEEKLY`, `MONTHLY`, `QUARTERLY`, `YEARLY`). GET response returns `interval` field (same values). PUT accepts the full transaction template (`invoice`, `bill`, or journal entries at top level), not just schedule metadata — same structure as POST.
+114. **Scheduler response uses `interval`, not `repeat`** — POST/PUT uses `repeat` field (values: `ONE_TIME`, `DAILY`, `WEEKLY`, `MONTHLY`, `YEARLY`; `QUARTERLY` is rejected with 422). GET response returns `interval` field (same values; legacy rows may still show `QUARTERLY`). PUT accepts the full transaction template (`invoice`, `bill`, or journal entries at top level), not just schedule metadata — same structure as POST.
 
 ### 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.

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

@@ -1353,7 +1353,7 @@ Same but with `"bill"` wrapper instead of `"invoice"`.
 
 **CRITICAL notes from live testing**:
 - Recurrence field is `repeat` — NOT `frequency` or `interval`. Using `frequency` or `interval` silently defaults to ONE_TIME.
-- Valid `repeat` values: `"WEEKLY"`, `"MONTHLY"`, `"QUARTERLY"`, `"YEARLY"`
+- Valid `repeat` values: `"ONE_TIME"`, `"DAILY"`, `"WEEKLY"`, `"MONTHLY"`, `"YEARLY"` (`"QUARTERLY"` is rejected with 422)
 - `saveAsDraft: false` is REQUIRED on the wrapped invoice/bill. Using `saveAsDraft: true` causes `INVALID_SALE_STATUS` (invoices) or `INVALID_PURCHASE_STATUS` (bills).
 - Since `saveAsDraft: false`, every line item MUST have `accountResourceId`.
 - Response uses `interval` field (not `repeat`): `{ "status": "ACTIVE", "interval": "MONTHLY", ... }`
@@ -1395,7 +1395,7 @@ Subscriptions auto-generate invoices on schedule with proration support. **Diffe
 - `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"`.
+- `repeat`: `"ONE_TIME"`, `"DAILY"`, `"WEEKLY"`, `"MONTHLY"`, `"YEARLY"` (`"QUARTERLY"` is rejected with 422).
 - `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.
@@ -2186,7 +2186,7 @@ Accepts scheduling fields AND the full invoice template (same structure as POST)
 ```json
 // Request:
 {
-  "repeat": "QUARTERLY",
+  "repeat": "MONTHLY",
   "startDate": "2026-03-01",
   "endDate": "2027-03-01",
   "invoice": {

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

@@ -432,7 +432,7 @@ DELETE → expects "A" (parentEntityResourceId, via /cash-entries/:id)
 
 | What You'd Guess | Actual API Field | Notes |
 |------------------|-------------------|-------|
-| `frequency` | `repeat` | Creation field. `"WEEKLY"`, `"MONTHLY"`, `"QUARTERLY"`, `"YEARLY"`. NOT `frequency` or `interval` |
+| `frequency` | `repeat` | Creation field. `"ONE_TIME"`, `"DAILY"`, `"WEEKLY"`, `"MONTHLY"`, `"YEARLY"` (`"QUARTERLY"` rejected, 422). NOT `frequency` or `interval` |
 | `interval` (response) | `interval` | Response field. Shows the recurrence after creation. Different name from creation! |
 | (flat payload) | `{ invoice: {...} }` or `{ bill: {...} }` | Document wrapped in type key |
 | `saveAsDraft: true` | `saveAsDraft: false` | MUST be false — true causes INVALID_SALE_STATUS / INVALID_PURCHASE_STATUS |

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.20.7
+version: 5.20.9
 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: 5.20.7
+version: 5.20.9
 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: 5.20.7
+version: 5.20.9
 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: 5.20.7
+version: 5.20.9
 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: 5.20.7
+version: 5.20.9
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires