jaz-clio 5.35.0 → 5.35.1

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.35.0
+version: 5.35.1
 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
@@ -387,7 +387,7 @@ Bills, invoices, and credit notes share identical mandatory field specs. Adding
 
 ### Bulk Upserts (transactions)
 
-118. **8 bulk-upsert endpoints for transactions** — `POST /api/v1/{invoices,bills,customer-credit-notes,supplier-credit-notes,journals,fixed-assets}/bulk-upsert` plus line-item variants for invoices and bills (`/invoices/line-items/bulk-upsert`, `/bills/line-items/bulk-upsert`). Max **500 rows per call**. All async — return `{data: {jobId, subscriptionFBPath, status, totalRecords}}`. Poll `search_background_jobs` with `filter: {resourceId: {eq: jobId}}` until terminal status. **Natural keys**: invoices = `invoiceReference`, bills = `billReference`, credit notes = `creditNoteReference`, **journals = `journalReference` (NOT `reference` — asymmetric vs other entities)**, fixed assets = `reference`. **`currencyCode` is REQUIRED** on every transaction row (invoices, bills, CCN, SCN, journals) — missing it returns errorCode `IMPORT_CURRENCY_REQUIRED`. **Journals legs use `journalEntries[]`** (NOT `entries[]` — different from `journals create` which uses entries). Provide `resourceId` (UUID) to update by ID; otherwise the natural key drives upsert. `rowIndex` is optional caller-supplied for error reporting.
+118. **8 bulk-upsert endpoints for transactions** — `POST /api/v1/{invoices,bills,customer-credit-notes,supplier-credit-notes,journals,fixed-assets}/bulk-upsert` plus line-item variants for invoices and bills (`/invoices/line-items/bulk-upsert`, `/bills/line-items/bulk-upsert`). Max **500 rows per call**. All async — return `{data: {jobId, subscriptionFBPath, status, totalRecords}}`. Poll `search_background_jobs` with `filter: {resourceId: {eq: jobId}}` until terminal status. **Natural keys**: invoices = `invoiceReference`, bills = `billReference`, credit notes = `creditNoteReference`, **journals = `journalReference` (NOT `reference` — asymmetric vs other entities)**, fixed assets = `reference`. **`currencyCode` is REQUIRED** on every transaction row (invoices, bills, CCN, SCN) — missing it returns errorCode `IMPORT_CURRENCY_REQUIRED`. **Journals are the exception**: the bulk journal row has no currency field and any `currencyCode` sent is discarded (multi-currency rides per-leg `transactionCurrency`). **Journals legs use `journalEntries[]`** (NOT `entries[]` — different from `journals create` which uses entries), and **a journal leg is `organizationAccountResourceId` + exactly one of `debitAmount`/`creditAmount`** — NOT the `accountResourceId`+`amount`+`type` shape `journals create` takes, and omit the unused side rather than sending 0. Provide `resourceId` (UUID) to update by ID; otherwise the natural key drives upsert (journals upsert by `journalReference` only). `rowIndex` is optional caller-supplied for error reporting — on journals it sits on the leg, not the row.
 
 119. **PARTIAL_SUCCESS handling** — When `search_background_jobs` returns `PARTIAL_SUCCESS` for a bulk-upsert job, the per-row failures are in `data[0].errorDetails` on the SAME response (an array of per-row error objects). Top-level counts (`processedCount`, `failedCount`, `totalRecords`) tell you *how many* failed; `errorDetails` tells you *which rows and why*. Don't pretend the operation succeeded — surface the failed rows to the user. The rule of thumb: poll with `search_background_jobs` filtered by `resourceId: { eq: jobId }`, then read `data[0].errorDetails` for terminal states.
 

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

@@ -223,8 +223,10 @@ DIFFERENT shape from single create — easier to confuse.
 |------------------|-------------------|-------|
 | `reference` | `journalReference` | Natural key — bulk uses `journalReference` (asymmetric vs other entities which use `<entity>Reference`) |
 | `entries` | `journalEntries` | Array of legs — same name as single create |
-| `amount` + `type: "DEBIT"` | `debitAmount` / `creditAmount` (separate fields per leg) | Bulk uses split numeric fields, NOT amount+type. Set unused side to 0. |
-| `currency: { ... }` (object) | `currencyCode: "SGD"` (flat string) | Bulk requires the flat `currencyCode` string per row — REQUIRED. Missing → `IMPORT_CURRENCY_REQUIRED` errorCode. |
+| `accountResourceId` (leg) | `organizationAccountResourceId` | **The leg account field is NOT `accountResourceId`.** Single create uses `accountResourceId`; bulk uses `organizationAccountResourceId`. Sending the single-create name is silently dropped and the row fails `INVALID_ACCOUNT_TO_IMPORT_JOURNAL` with `columnValue: null`. |
+| `amount` + `type: "DEBIT"` | `debitAmount` / `creditAmount` (separate fields per leg) | Split numeric fields, NOT amount+type. **Send exactly one side and OMIT the other** — do not set the unused side to 0. Both present → `BOTH_CREDIT_AND_DEBIT_ON_A_JOURNAL_ENTRY_LINE_IS_NOT_ALLOWED`; both zero or `<= 0` → rejected too. Neither present → `INVALID_CREDIT_AND_DEBIT_AMOUNT`. |
+| `rowIndex` on the row | `rowIndex` on the **leg** | 1-based, caller-supplied, echoed back in per-row `errorDetails`. It is a leg field for journals, not a row field. |
+| `currency: { ... }` (object) | *(no currency field)* | **Journals are the exception to the `currencyCode` rule** — the bulk journal row has no currency field at all and any `currencyCode` sent is discarded. Per-leg `transactionCurrency` carries multi-currency instead. |
 
 ---
 

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.35.0
+version: 5.35.1
 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/cli/references/command-catalog.md

@@ -79,7 +79,7 @@ Complete reference for all 66 command groups. Organized by domain.
 | `delete <id>` | |
 | `transfer-trial-balance` (alias: `ttb`) | `--from-date`, `--to-date`, `--target-date` |
 | `draft list` | `--max-rows N`, `--ids`, `--json` |
-| `bulk-upsert` | `--input <file>`, `--json` — ⚠️ Natural key is `journalReference` (NOT `reference`); legs use `journalEntries[]` (NOT `entries[]`); each leg has `debitAmount`+`creditAmount` (NOT `amount`+`type`). `currencyCode` REQUIRED. Async → jobId |
+| `bulk-upsert` | `--input <file>`, `--json` — ⚠️ Natural key is `journalReference` (NOT `reference`); legs use `journalEntries[]` (NOT `entries[]`); each leg is `organizationAccountResourceId` (NOT `accountResourceId`) + exactly one of `debitAmount`/`creditAmount` (NOT `amount`+`type`), omitting the unused side. No `currencyCode` on journal rows. Async → jobId |
 
 ### `clio cash-in` — Direct cash-in entries
 | Subcommand | Key flags |

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 5.35.0
+version: 5.35.1
 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/jaz-kit/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-kit
-version: 5.35.0
+version: 5.35.1
 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: 5.35.0
+version: 5.35.1
 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: 5.35.0
+version: 5.35.1
 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/transaction-recipes/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-recipes
-version: 5.35.0
+version: 5.35.1
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires

package/cli.mjs

@@ -862,7 +862,7 @@ Whole-batch 422 (validate before submit): (1) each contact must have at least on
 
 Natural key: invoiceReference (rows sharing one within a batch are MERGED \u2014 last wins). resourceId per row \u2192 update by UUID; omit \u2192 upsert by invoiceReference.
 
-ASYNC: returns jobId \u2192 poll search_background_jobs(filter:{resourceId:{eq:jobId}}); PARTIAL_SUCCESS \u2192 data[0].errorDetails. Dates ISO 8601 (YYYY-MM-DD); dateFormat field removed.`,params:{invoices:{type:"array",description:"Array of invoices to create or update (max 500). Each row needs at least: invoiceReference, contactResourceId, valueDate, totalAmount, invoiceAccountResourceId.",items:{type:"object",properties:{rowIndex:{type:"string",description:"Optional caller-supplied row index for error reporting"},resourceId:{type:"string",description:"Invoice resourceId (UUID) \u2014 provide to update by ID"},invoiceReference:{type:"string",description:"Natural key (e.g., INV-2025-001) \u2014 required"},contactResourceId:{type:"string",description:"Customer contact UUID \u2014 required"},valueDate:{type:"string",description:"Invoice date YYYY-MM-DD \u2014 required"},dueDate:{type:"string",description:"Due date YYYY-MM-DD"},totalAmount:{type:"number",description:"Total amount (BigDecimal)"},currencyCode:{type:"string",description:"Currency (e.g., SGD)"},invoiceAccountResourceId:{type:"string",description:"Revenue account UUID"},itemDescription:{type:"string",description:"Single-line item description"},internalNotes:{type:"string",description:"Internal notes"},tags:{type:"array",items:{type:"string"},description:"Tag resourceIds"}}}}},required:["invoices"],group:"invoices",readOnly:!1,searchHint:"bulk create update invoices upsert import migrate",execute:async(t,e)=>{Ln(e.invoices,"invoices");let r=e.invoices;return dc(r,["valueDate","dueDate"]),PP(t.client,r)}},{name:"bulk_upsert_invoice_line_items",description:`Nested line items per invoice (max 500 invoices per call). Each row carries lineItems[] under its parent invoice (scoped by invoiceReference). ${Jl} Dates are ISO 8601 only.`,params:{invoices:{type:"array",description:"Array of invoices with line items (max 500). Each invoice row has lineItems[].",items:{type:"object",properties:{rowIndex:{type:"string"},resourceId:{type:"string",description:"Invoice resourceId \u2014 provide to update by ID"},invoiceReference:{type:"string",description:"Natural key \u2014 required"},contactResourceId:{type:"string",description:"Customer UUID \u2014 required"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},dueDate:{type:"string",description:"YYYY-MM-DD"},currencyCode:{type:"string"},internalNotes:{type:"string"},tags:{type:"array",items:{type:"string"}},lineItems:{type:"array",description:"Line items belonging to this invoice",items:{type:"object",properties:{itemDescription:{type:"string",description:"Line description \u2014 required"},quantity:{type:"number"},unit:{type:"string",description:"Unit of measure (pcs, kg, etc.)"},unitPrice:{type:"number"},accountResourceId:{type:"string",description:"Revenue account UUID"},taxProfileResourceId:{type:"string"}}}}}}}},required:["invoices"],group:"invoices",readOnly:!1,searchHint:"bulk invoices line items multi-line upsert import",execute:async(t,e)=>{Ln(e.invoices,"invoices");let r=e.invoices;return dc(r,["valueDate","dueDate"]),UP(t.client,r)}},{name:"bulk_upsert_bills",description:`Max 500 bills per call. FLAT shape: ONE line per bill via \`itemDescription\` + \`totalAmount\` + \`billAccountResourceId\` at row level. For multi-line bills use \`bulk_upsert_bill_line_items\` instead \u2014 that variant takes nested \`lineItems[]\`. Natural key: \`billReference\` (rows sharing one within a batch are MERGED \u2014 last wins). ${Jl} Dates are ISO 8601 only \u2014 dateFormat field was removed.`,params:{bills:{type:"array",description:"Array of bills to create or update (max 500). Each row needs at least: billReference, contactResourceId, valueDate, totalAmount, billAccountResourceId.",items:{type:"object",properties:{rowIndex:{type:"string"},resourceId:{type:"string"},billReference:{type:"string",description:"Natural key \u2014 required"},contactResourceId:{type:"string",description:"Supplier UUID \u2014 required"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},dueDate:{type:"string"},totalAmount:{type:"number"},currencyCode:{type:"string"},billAccountResourceId:{type:"string",description:"Expense account UUID"},itemDescription:{type:"string"},internalNotes:{type:"string"},tags:{type:"array",items:{type:"string"}}}}}},required:["bills"],group:"bills",readOnly:!1,searchHint:"bulk create update bills upsert import migrate",execute:async(t,e)=>{Ln(e.bills,"bills");let r=e.bills;return dc(r,["valueDate","dueDate"]),OL(t.client,r)}},{name:"bulk_upsert_bill_line_items",description:`Nested line items per bill (max 500 bills per call). Each row carries lineItems[] under its parent bill (scoped by billReference). ${Jl}`,params:{bills:{type:"array",description:"Array of bills with line items (max 500). Each bill row has lineItems[].",items:{type:"object",properties:{rowIndex:{type:"string"},resourceId:{type:"string"},billReference:{type:"string",description:"Natural key \u2014 required"},contactResourceId:{type:"string",description:"Supplier UUID \u2014 required"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},dueDate:{type:"string"},currencyCode:{type:"string"},internalNotes:{type:"string"},tags:{type:"array",items:{type:"string"}},lineItems:{type:"array",items:{type:"object",properties:{itemDescription:{type:"string",description:"Required"},quantity:{type:"number"},unit:{type:"string"},unitPrice:{type:"number"},accountResourceId:{type:"string",description:"Expense account UUID"},taxProfileResourceId:{type:"string"}}}}}}}},required:["bills"],group:"bills",readOnly:!1,searchHint:"bulk bills line items multi-line upsert import",execute:async(t,e)=>{Ln(e.bills,"bills");let r=e.bills;return dc(r,["valueDate","dueDate"]),FL(t.client,r)}},{name:"bulk_upsert_customer_credit_notes",description:`Max 500 customer credit notes per call. Natural key: creditNoteReference. ${Jl} Dates are ISO 8601 only.`,params:{customerCreditNotes:{type:"array",description:"Array of customer credit notes (max 500).",items:{type:"object",properties:{rowIndex:{type:"string"},resourceId:{type:"string"},creditNoteReference:{type:"string",description:"Natural key \u2014 required"},contactResourceId:{type:"string",description:"Customer UUID \u2014 required"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},currencyCode:{type:"string"},internalNotes:{type:"string"},tags:{type:"array",items:{type:"string"}},lineItems:{type:"array",items:{type:"object",properties:{itemDescription:{type:"string",description:"Required"},quantity:{type:"number"},unitPrice:{type:"number"},accountResourceId:{type:"string"},taxProfileResourceId:{type:"string"}}}}}}}},required:["customerCreditNotes"],group:"customer_credit_notes",readOnly:!1,searchHint:"bulk customer credit notes refund upsert import",execute:async(t,e)=>{Ln(e.customerCreditNotes,"customerCreditNotes",500,"customer credit notes");let r=e.customerCreditNotes;return dc(r,["valueDate"]),O2(t.client,r)}},{name:"bulk_upsert_supplier_credit_notes",description:`Max 500 supplier credit notes per call. Natural key: creditNoteReference. ${Jl} Dates are ISO 8601 only.`,params:{supplierCreditNotes:{type:"array",description:"Array of supplier credit notes (max 500).",items:{type:"object",properties:{rowIndex:{type:"string"},resourceId:{type:"string"},creditNoteReference:{type:"string",description:"Natural key \u2014 required"},contactResourceId:{type:"string",description:"Supplier UUID \u2014 required"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},currencyCode:{type:"string"},internalNotes:{type:"string"},tags:{type:"array",items:{type:"string"}},lineItems:{type:"array",items:{type:"object",properties:{itemDescription:{type:"string",description:"Required"},quantity:{type:"number"},unitPrice:{type:"number"},accountResourceId:{type:"string"},taxProfileResourceId:{type:"string"}}}}}}}},required:["supplierCreditNotes"],group:"supplier_credit_notes",readOnly:!1,searchHint:"bulk supplier credit notes refund upsert import",execute:async(t,e)=>{Ln(e.supplierCreditNotes,"supplierCreditNotes",500,"supplier credit notes");let r=e.supplierCreditNotes;return dc(r,["valueDate"]),$2(t.client,r)}},{name:"bulk_upsert_journals",description:`Max 500 manual journals per call. NATURAL KEY: \`journalReference\` (NOT \`reference\` \u2014 every other bulk-upsert uses entityReference, this one is asymmetric). LEGS field: \`journalEntries[]\` (NOT \`entries[]\` \u2014 different from \`clio journals create\` which uses entries). Each leg has \`accountResourceId\` + \`debitAmount\` + \`creditAmount\` (debit + credit must balance per row). ${Jl} Dates are ISO 8601 (YYYY-MM-DD) only \u2014 dateFormat field was removed.`,params:{journals:{type:"array",description:"Array of journals to create or update (max 500). Each row has entries[] (debit/credit legs).",items:{type:"object",properties:{rowIndex:{type:"string"},resourceId:{type:"string"},journalReference:{type:"string",description:"Natural key \u2014 required (NOTE: field is `journalReference`, not `reference`)"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},currencyCode:{type:"string"},internalNotes:{type:"string"},tags:{type:"array",items:{type:"string"}},journalEntries:{type:"array",description:"Journal legs (debit + credit amounts must balance) \u2014 field is `journalEntries`, NOT `entries`",items:{type:"object",properties:{accountResourceId:{type:"string",description:"Required"},description:{type:"string"},debitAmount:{type:"number"},creditAmount:{type:"number"},contactResourceId:{type:"string"},taxProfileResourceId:{type:"string"}}}}}}}},required:["journals"],group:"journals",readOnly:!1,searchHint:"bulk manual journals upsert import migration",execute:async(t,e)=>{Ln(e.journals,"journals");let r=e.journals;return dc(r,["valueDate"]),o2(t.client,r)}},{name:"bulk_upsert_fixed_assets",description:`Bulk create/update fixed assets (max 500). Natural key: reference.
+ASYNC: returns jobId \u2192 poll search_background_jobs(filter:{resourceId:{eq:jobId}}); PARTIAL_SUCCESS \u2192 data[0].errorDetails. Dates ISO 8601 (YYYY-MM-DD); dateFormat field removed.`,params:{invoices:{type:"array",description:"Array of invoices to create or update (max 500). Each row needs at least: invoiceReference, contactResourceId, valueDate, totalAmount, invoiceAccountResourceId.",items:{type:"object",properties:{rowIndex:{type:"string",description:"Optional caller-supplied row index for error reporting"},resourceId:{type:"string",description:"Invoice resourceId (UUID) \u2014 provide to update by ID"},invoiceReference:{type:"string",description:"Natural key (e.g., INV-2025-001) \u2014 required"},contactResourceId:{type:"string",description:"Customer contact UUID \u2014 required"},valueDate:{type:"string",description:"Invoice date YYYY-MM-DD \u2014 required"},dueDate:{type:"string",description:"Due date YYYY-MM-DD"},totalAmount:{type:"number",description:"Total amount (BigDecimal)"},currencyCode:{type:"string",description:"Currency (e.g., SGD)"},invoiceAccountResourceId:{type:"string",description:"Revenue account UUID"},itemDescription:{type:"string",description:"Single-line item description"},internalNotes:{type:"string",description:"Internal notes"},tags:{type:"array",items:{type:"string"},description:"Tag resourceIds"}}}}},required:["invoices"],group:"invoices",readOnly:!1,searchHint:"bulk create update invoices upsert import migrate",execute:async(t,e)=>{Ln(e.invoices,"invoices");let r=e.invoices;return dc(r,["valueDate","dueDate"]),PP(t.client,r)}},{name:"bulk_upsert_invoice_line_items",description:`Nested line items per invoice (max 500 invoices per call). Each row carries lineItems[] under its parent invoice (scoped by invoiceReference). ${Jl} Dates are ISO 8601 only.`,params:{invoices:{type:"array",description:"Array of invoices with line items (max 500). Each invoice row has lineItems[].",items:{type:"object",properties:{rowIndex:{type:"string"},resourceId:{type:"string",description:"Invoice resourceId \u2014 provide to update by ID"},invoiceReference:{type:"string",description:"Natural key \u2014 required"},contactResourceId:{type:"string",description:"Customer UUID \u2014 required"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},dueDate:{type:"string",description:"YYYY-MM-DD"},currencyCode:{type:"string"},internalNotes:{type:"string"},tags:{type:"array",items:{type:"string"}},lineItems:{type:"array",description:"Line items belonging to this invoice",items:{type:"object",properties:{itemDescription:{type:"string",description:"Line description \u2014 required"},quantity:{type:"number"},unit:{type:"string",description:"Unit of measure (pcs, kg, etc.)"},unitPrice:{type:"number"},accountResourceId:{type:"string",description:"Revenue account UUID"},taxProfileResourceId:{type:"string"}}}}}}}},required:["invoices"],group:"invoices",readOnly:!1,searchHint:"bulk invoices line items multi-line upsert import",execute:async(t,e)=>{Ln(e.invoices,"invoices");let r=e.invoices;return dc(r,["valueDate","dueDate"]),UP(t.client,r)}},{name:"bulk_upsert_bills",description:`Max 500 bills per call. FLAT shape: ONE line per bill via \`itemDescription\` + \`totalAmount\` + \`billAccountResourceId\` at row level. For multi-line bills use \`bulk_upsert_bill_line_items\` instead \u2014 that variant takes nested \`lineItems[]\`. Natural key: \`billReference\` (rows sharing one within a batch are MERGED \u2014 last wins). ${Jl} Dates are ISO 8601 only \u2014 dateFormat field was removed.`,params:{bills:{type:"array",description:"Array of bills to create or update (max 500). Each row needs at least: billReference, contactResourceId, valueDate, totalAmount, billAccountResourceId.",items:{type:"object",properties:{rowIndex:{type:"string"},resourceId:{type:"string"},billReference:{type:"string",description:"Natural key \u2014 required"},contactResourceId:{type:"string",description:"Supplier UUID \u2014 required"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},dueDate:{type:"string"},totalAmount:{type:"number"},currencyCode:{type:"string"},billAccountResourceId:{type:"string",description:"Expense account UUID"},itemDescription:{type:"string"},internalNotes:{type:"string"},tags:{type:"array",items:{type:"string"}}}}}},required:["bills"],group:"bills",readOnly:!1,searchHint:"bulk create update bills upsert import migrate",execute:async(t,e)=>{Ln(e.bills,"bills");let r=e.bills;return dc(r,["valueDate","dueDate"]),OL(t.client,r)}},{name:"bulk_upsert_bill_line_items",description:`Nested line items per bill (max 500 bills per call). Each row carries lineItems[] under its parent bill (scoped by billReference). ${Jl}`,params:{bills:{type:"array",description:"Array of bills with line items (max 500). Each bill row has lineItems[].",items:{type:"object",properties:{rowIndex:{type:"string"},resourceId:{type:"string"},billReference:{type:"string",description:"Natural key \u2014 required"},contactResourceId:{type:"string",description:"Supplier UUID \u2014 required"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},dueDate:{type:"string"},currencyCode:{type:"string"},internalNotes:{type:"string"},tags:{type:"array",items:{type:"string"}},lineItems:{type:"array",items:{type:"object",properties:{itemDescription:{type:"string",description:"Required"},quantity:{type:"number"},unit:{type:"string"},unitPrice:{type:"number"},accountResourceId:{type:"string",description:"Expense account UUID"},taxProfileResourceId:{type:"string"}}}}}}}},required:["bills"],group:"bills",readOnly:!1,searchHint:"bulk bills line items multi-line upsert import",execute:async(t,e)=>{Ln(e.bills,"bills");let r=e.bills;return dc(r,["valueDate","dueDate"]),FL(t.client,r)}},{name:"bulk_upsert_customer_credit_notes",description:`Max 500 customer credit notes per call. Natural key: creditNoteReference. ${Jl} Dates are ISO 8601 only.`,params:{customerCreditNotes:{type:"array",description:"Array of customer credit notes (max 500).",items:{type:"object",properties:{rowIndex:{type:"string"},resourceId:{type:"string"},creditNoteReference:{type:"string",description:"Natural key \u2014 required"},contactResourceId:{type:"string",description:"Customer UUID \u2014 required"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},currencyCode:{type:"string"},internalNotes:{type:"string"},tags:{type:"array",items:{type:"string"}},lineItems:{type:"array",items:{type:"object",properties:{itemDescription:{type:"string",description:"Required"},quantity:{type:"number"},unitPrice:{type:"number"},accountResourceId:{type:"string"},taxProfileResourceId:{type:"string"}}}}}}}},required:["customerCreditNotes"],group:"customer_credit_notes",readOnly:!1,searchHint:"bulk customer credit notes refund upsert import",execute:async(t,e)=>{Ln(e.customerCreditNotes,"customerCreditNotes",500,"customer credit notes");let r=e.customerCreditNotes;return dc(r,["valueDate"]),O2(t.client,r)}},{name:"bulk_upsert_supplier_credit_notes",description:`Max 500 supplier credit notes per call. Natural key: creditNoteReference. ${Jl} Dates are ISO 8601 only.`,params:{supplierCreditNotes:{type:"array",description:"Array of supplier credit notes (max 500).",items:{type:"object",properties:{rowIndex:{type:"string"},resourceId:{type:"string"},creditNoteReference:{type:"string",description:"Natural key \u2014 required"},contactResourceId:{type:"string",description:"Supplier UUID \u2014 required"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},currencyCode:{type:"string"},internalNotes:{type:"string"},tags:{type:"array",items:{type:"string"}},lineItems:{type:"array",items:{type:"object",properties:{itemDescription:{type:"string",description:"Required"},quantity:{type:"number"},unitPrice:{type:"number"},accountResourceId:{type:"string"},taxProfileResourceId:{type:"string"}}}}}}}},required:["supplierCreditNotes"],group:"supplier_credit_notes",readOnly:!1,searchHint:"bulk supplier credit notes refund upsert import",execute:async(t,e)=>{Ln(e.supplierCreditNotes,"supplierCreditNotes",500,"supplier credit notes");let r=e.supplierCreditNotes;return dc(r,["valueDate"]),$2(t.client,r)}},{name:"bulk_upsert_journals",description:`Max 500 manual journals per call. NATURAL KEY: \`journalReference\` (NOT \`reference\` \u2014 every other bulk-upsert uses entityReference, this one is asymmetric). LEGS field: \`journalEntries[]\` (NOT \`entries[]\` \u2014 different from \`clio journals create\` which uses entries). A leg is \`organizationAccountResourceId\` + EXACTLY ONE of \`debitAmount\` / \`creditAmount\` \u2014 omit the unused side, do not send 0, and do NOT use the \`accountResourceId\`+\`amount\`+\`type\` shape \`create_journal\` takes. Debits must equal credits per journal. ${Jl} Dates are ISO 8601 (YYYY-MM-DD) only \u2014 dateFormat field was removed.`,params:{journals:{type:"array",description:"Array of journals to create or update (max 500). Each row has journalEntries[] (debit/credit legs).",items:{type:"object",properties:{journalReference:{type:"string",description:"Natural key \u2014 required (NOTE: field is `journalReference`, not `reference`)"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},contactResourceId:{type:"string"},taxVatApplicable:{type:"boolean"},taxInclusion:{type:"boolean"},journalEntries:{type:"array",description:"Journal legs (debits must equal credits) \u2014 field is `journalEntries`, NOT `entries`",items:{type:"object",properties:{organizationAccountResourceId:{type:"string",description:"Required \u2014 NOT `accountResourceId`"},debitAmount:{type:"number",description:"Debit leg \u2014 omit on a credit leg"},creditAmount:{type:"number",description:"Credit leg \u2014 omit on a debit leg"},description:{type:"string"},rowIndex:{type:"string",description:"1-based, echoed back on per-row errors"},taxProfileResourceId:{type:"string"}}}}}}}},required:["journals"],group:"journals",readOnly:!1,searchHint:"bulk manual journals upsert import migration. Legs use organizationAccountResourceId + debitAmount or creditAmount, never amount/type",execute:async(t,e)=>{Ln(e.journals,"journals");let r=e.journals;return dc(r,["valueDate"]),o2(t.client,r)}},{name:"bulk_upsert_fixed_assets",description:`Bulk create/update fixed assets (max 500). Natural key: reference.
 
 \u26A0\uFE0F DATE FIELD MISMATCH: REQUEST uses valueDate (NOT purchaseDate); GET response uses purchaseDate. Sending purchaseDate \u2192 cryptic 400 "Invalid request body".
 

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "5.35.0",
+  "version": "5.35.1",
   "description": "Clio: Command Line Interface Operator for Jaz AI.",
   "type": "module",
   "bin": {