jaz-clio 5.35.0 → 5.35.2

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.35.0
+version: 5.35.2
 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: 5.35.2
 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: 5.35.2
 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: 5.35.2
 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: 5.35.2
 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: 5.35.2
 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: 5.35.2
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires