jaz-clio 5.3.1 → 5.4.0

package/README.md

@@ -54,7 +54,7 @@ clio practice create-engagement acme-pte-ltd --type monthly-close --period 2026-
 
 ## MCP Server
 
-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.
+274 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: 5.3.1
+version: 5.4.0
 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
@@ -79,7 +79,7 @@ The rest of this skill — field names, gotchas, error catalog, dependency order
 18. **Bank accounts are CoA entries** with `accountType: "Bank Accounts"`. A convenience endpoint `GET /bank-accounts` exists but returns a **flat array** `[{...}]` — NOT the standard paginated `{ data, totalElements, totalPages }` shape. Normalize before use.
 19. **CoA bulk-upsert wrapper is `accounts`** — not `chartOfAccounts`.
 20. **CoA POST uses `currency`** — not `currencyCode`. (Asymmetry — GET returns `currencyCode`.)
-21. **CoA POST uses `classificationType`** — GET returns `accountType`. Same values.
+21. **CoA POST uses `classificationType`** — GET returns `accountType`. Same values. Both fields accept the classic 12 types (Bank Accounts, Cash, Current Asset, Fixed Asset, Inventory, Current Liability, Non-current Liability, Shareholders Equity, Operating Revenue, Other Revenue, Operating Expense, Direct Costs) AND the IFRS 18 set added 2026-04 (Discontinued Expense, Discontinued Income, Finance Cost, Financing Income, Goodwill, Income Tax Expense, Investing Expense, Investing Income, Investment) — see rule 140 for IFRS 18 detail.
 22. **CoA code mapping: match by NAME, not code** — pre-existing accounts may have different codes. Resource IDs are the universal identifier.
 
 ### Bulk Upsert (Items, Contacts & Rates)
@@ -443,6 +443,10 @@ Bills, invoices, and credit notes share identical mandatory field specs. Adding
 
 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`.
 
+140. **IFRS 18 accountType values (effective 2027)** — `create_account` / `update_account` / `bulk_upsert_chart_of_accounts` accept the 9 IFRS 18 classification types alongside the classic 12: **Discontinued Expense**, **Discontinued Income**, **Finance Cost**, **Financing Income**, **Goodwill**, **Income Tax Expense**, **Investing Expense**, **Investing Income**, **Investment**. `normalizeAccountType` (in `core/api/guards.ts`) maps unambiguous variants client-side: "income tax" / "tax expense" → "Income Tax Expense", "finance costs" → "Finance Cost", "investments" → "Investment". **Ambiguous variants are intentionally NOT auto-mapped** — under IFRS 18, "interest expense" can land in EITHER Finance Cost (financing activities) OR Operating / Investing Expense depending on the entity's main business activity, and "interest income" can land in EITHER Financing Income OR Investing Income. The agent must pick the explicit canonical string for those cases instead of relying on a guess that could misclassify the account. Pass any value to `accountType` (POST/PUT will receive it as `classificationType` per rule 21). The classic types still work — IFRS 18 is purely additive.
+
+141. **`bulk_upsert_chart_of_accounts` — sync bulk-upsert with PARTIAL_SUCCESS** — wraps `POST /api/v1/chart-of-accounts/bulk-upsert` (max 500 per call). Returns synchronously (no jobId polling): `{ resourceIds: string[], failedRows: ImportedRowError[], failedCount: number }` per rule 136. Each successful row contributes one `resourceId`; each failure surfaces a `failedRows[]` entry with `rowIndex` (1-based per the API), `columnName`, `columnValue`, `errorCode`, `errorMessage`. **Dedup is by NAME, not code** — collisions emit `ORGANIZATION_CHART_OF_ACCOUNT_DUPLICATED` per row (other rows in the batch still succeed). Provide `resourceId` per account to update; omit to create. Accepts the classic 12 + 9 IFRS 18 `accountType` values per rule 140 (variants normalized client-side). For one-off creates with auto-dedup-on-name (returns existing if found), use `create_account` instead. CLI counterpart: `clio accounts bulk-upsert --input <file.json>`.
+
 ## 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: 5.3.1
+version: 5.4.0
 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: 5.3.1
+version: 5.4.0
 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: 5.3.1
+version: 5.4.0
 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: 5.3.1
+version: 5.4.0
 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: 5.3.1
+version: 5.4.0
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires