jaz-clio 5.24.8 → 5.24.10

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.24.8
+version: 5.24.10
 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

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

@@ -2380,7 +2380,7 @@ Batch-record judgment entries (1-100 per call). Per-entry independent: acks come
 { "data": { "records": [{ "resourceId": "...", "replayed": false, "duplicateCount": 0 }] } }
 ```
 
-`kind`: CLASSIFICATION, MATCH, SCOPE, ASSUMPTION, RISK, METHOD, RECOVERY, DEVIATION. `tier`: LOW, MEDIUM, HIGH, CRITICAL. `refs` entries are OBJECTS: the string grammar `TYPE:resourceId[#field][:RELATION]` travels in `raw` (an unparseable ref is stored with `parsed: false`, never bounced). Optional fields: `ruledOut`, `frame`, `confidence`, `citedRule`, `workflowLabel`, `agentLabel`. `idempotencyKey` makes retries safe: a replay returns the existing entry with `replayed: true`.
+`kind`: CLASSIFICATION, MATCH, SCOPE, ASSUMPTION, RISK, METHOD, RECOVERY, DEVIATION, NOTE (the neutral fallback for a judgment logged without a declared type; a missing or blank `kind` defaults to NOTE and is flagged, not rejected). `tier`: LOW, MEDIUM, HIGH, CRITICAL. `refs` entries are OBJECTS: the string grammar `TYPE:resourceId[#field][:RELATION]` travels in `raw` (an unparseable ref is stored with `parsed: false`, never bounced). Optional fields: `ruledOut`, `frame`, `confidence`, `citedRule`, `workflowLabel`, `agentLabel`. `idempotencyKey` makes retries safe: a replay returns the existing entry with `replayed: true`.
 
 ### POST /api/v1/jots/search
 

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.24.8
+version: 5.24.10
 description: >-
   Use this skill when running Clio CLI commands, building shell scripts with
   Clio, debugging auth issues, understanding --json output, paginating results,
@@ -158,6 +158,7 @@ Rules:
 | `--all` | List/search commands | Auto-paginate all pages |
 | `--max-rows <n>` | With `--all` | Cap total rows (default 10,000) |
 | `--finalize` | Create commands | Approve immediately (skip draft) |
+| `--jot <text>` | Write commands (create/update/delete/pay/finalize/…) | Log the judgment behind this write in one line, inline (piggybacks a judgment-journal entry after the write succeeds; optional leading kind, e.g. `"MATCH: …"`). Without it, a successful write prints a one-line reminder to stderr — silence with `JAZ_JOTS_NUDGES=0`. |
 | `--date <YYYY-MM-DD>` | Create/update commands | Transaction date |
 | `--due <YYYY-MM-DD>` | Create/update commands | Due date |
 | `--query <expression>` | Search commands (14 entities) | Jaz search expression (see below) |
@@ -268,7 +269,7 @@ Sending `lineItems[]` to the FLAT endpoint silently ignores them and creates a $
 
 **AI & Automation**: `magic` (create, status, search, split), `quick-fix`, `capsules`, `capsule-transaction` (alias: `ct`, 13 recipe types)
 
-**Judgment journal**: `jots` (create, recall, dispose)
+**Judgment journal**: `jots` (create, recall, dispose). Every write command also takes `--jot "<one line>"` to log the judgment behind that specific write inline, no extra call (see `--jot` in Common Flags).
 
 **Calculators**: `calc` (loan, lease, depreciation, prepaid-expense, deferred-revenue, fx-reval, ecl, provision, fixed-deposit, asset-disposal, accrued-expense, leave-accrual, dividend)
 

package/assets/skills/cli/references/command-catalog.md

@@ -517,7 +517,7 @@ Blueprints are offline (no auth). Tools require auth.
 ### `clio jots` · Judgment journal
 | Subcommand | Key flags |
 |------------|-----------|
-| `create` | `--kind` (CLASSIFICATION, MATCH, SCOPE, ASSUMPTION, RISK, METHOD, RECOVERY, DEVIATION), `--tier` (LOW, MEDIUM, HIGH, CRITICAL), `--call`, `--why`, `--ruled-out`, `--ref` (repeatable, grammar `TYPE:resourceId[#field][:RELATION]`), `--frame`, `--confidence`, `--cited-rule`, `--workflow-label`, `--agent-label`, `--idempotency-key`, `--input` (batch JSON), `--json` |
+| `create` | `--kind` (CLASSIFICATION, MATCH, SCOPE, ASSUMPTION, RISK, METHOD, RECOVERY, DEVIATION, NOTE), `--tier` (LOW, MEDIUM, HIGH, CRITICAL), `--call`, `--why`, `--ruled-out`, `--ref` (repeatable, grammar `TYPE:resourceId[#field][:RELATION]`), `--frame`, `--confidence`, `--cited-rule`, `--workflow-label`, `--agent-label`, `--idempotency-key`, `--input` (batch JSON), `--json` |
 | `recall` | `--ref`, `--kind`, `--tier`, `--disposition-verb` (FLAG, REJECT, ENDORSE), `--freetext`, `--created-from`, `--created-to`, `--stats`, `--limit`, `--offset`, `--all`, `--max-rows`, `--format`, `--json` |
 | `dispose <resourceId>` | `--verb` (FLAG, REJECT, ENDORSE), `--note`, `--json` |
 

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 5.24.8
+version: 5.24.10
 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: 5.24.8
+version: 5.24.10
 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: 5.24.8
+version: 5.24.10
 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: 5.24.8
+version: 5.24.10
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires

package/assets/templates/platform-rules/jaz-agent-rules.md

@@ -52,5 +52,5 @@ A jot is a one-line record of a judgment call: the decision and why. The org's j
 
 - **Two ways to write one.** The `jot` field on the mutation you are already making (`"MATCH: distinct from BILL bil_x, references differ"`), or the `jot` tool alone. Jot AFTER the write succeeds, never before, and carry the record's resourceId.
 - **Recall before repeating.** Call `recall` before repeating a judgment on the same record, kind, or workflow: a prior call with its basis beats re-deriving; a flag on it is a warning.
-- **8 kinds:** CLASSIFICATION · MATCH · SCOPE · ASSUMPTION · RISK · METHOD · RECOVERY · DEVIATION.
+- **9 kinds:** CLASSIFICATION · MATCH · SCOPE · ASSUMPTION · RISK · METHOD · RECOVERY · DEVIATION · NOTE.
 - Optional and non-blocking: a jot never delays or fails the action it rides on.