jaz-clio 5.30.2 → 5.30.3

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.30.2
+version: 5.30.3
 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 +2380,17 @@ 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, 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`.
+`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 — never declare NOTE deliberately). `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`.
+
+**Jot doctrine (fill fields consistently — the server re-scores tier from kind + refs, and declared-vs-computed agreement is a review signal):**
+
+- **When**: log a judgment when you chose among real alternatives and a write followed, or when you deliberately decided NOT to write. Skip mechanical actions. Jot AFTER the write succeeds; carry the written record's resourceId in `refs`.
+- **Tier anchors** (mirror the server's rules): CRITICAL = money leaves (`PAY` ref), data destroyed (`DELETE` ref), external send or period lock (`FINALIZE` ref), or a RECOVERY that still drove a write. HIGH = the withheld write (RECOVERY with no mutation ref — it pins via withheld-write, not tier), or RISK/MATCH backed by a write. LOW = a DEVIATION detached from any write. MEDIUM = everything else.
+- **Kind boundaries**: where a value LANDS (account, tax code) = CLASSIFICATION; how it is COMPUTED = METHOD. Filling one missing fact = ASSUMPTION; drawing a set boundary = SCOPE (carry `frame`). A decided omission after failure = RECOVERY, never DEVIATION.
+- **Refs relation** is load-bearing: state what the write did (CREATE/UPDATE/DELETE/FINALIZE/PAY/RECONCILE/TRIGGER); SUBJECT only for no-write entries. PAY/DELETE/FINALIZE pin the jot regardless of declared tier.
+- **confidence**: HIGH = clear rule or precedent; MEDIUM = pattern inference; LOW = a guess a reviewer should check.
+- **workflowLabel**: use a canonical job name when one fits (`month-end-close`, `quarter-end-close`, `year-end-close`, `bank-recon`, `gst-vat-filing`, `payment-run`, `credit-control`, `supplier-recon`, `audit-prep`, `fa-review`, `document-collection`, `statutory-filing`), else short kebab-case.
+- **Style**: tight, factual, plain punctuation; one line per field; never repeat content across fields; a call without a `why` is half a record. `duplicateCount > 0` on the ack = already recorded — do not re-jot; search first on repeated workflows.
 
 ### POST /api/v1/jots/search
 

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.30.2
+version: 5.30.3
 description: >-
   Use this skill when running Clio CLI commands, building shell scripts with
   Clio, debugging auth issues, understanding --json output, paginating results,
@@ -158,7 +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`. |
+| `--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: …"`). Quick LOW/MEDIUM one-liners only — for HIGH or CRITICAL calls, or when the why matters, use `clio jots create` (doctrine in its `--help`: tier anchors, kind boundaries, style). 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) |

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 5.30.2
+version: 5.30.3
 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-kit/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-kit
-version: 5.30.2
+version: 5.30.3
 description: >-
   Use this skill when an accountant, bookkeeper, or owner is running real books
   in Jaz across one or more organizations from the terminal — setting up a

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

@@ -1,6 +1,6 @@
 ---
 name: jaz-pseudo-sql
-version: 5.30.2
+version: 5.30.3
 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: 5.30.2
+version: 5.30.3
 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: 5.30.2
+version: 5.30.3
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires