jaz-clio 5.4.18 → 5.4.22

package/README.md

@@ -54,7 +54,7 @@ clio practice create-engagement acme-pte-ltd --type monthly-close --period 2026-
 
 ## MCP Server
 
-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.
+275 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: 5.4.18
+version: 5.4.22
 description: >-
   Use this skill whenever you call, debug, or review code that touches the Jaz
   REST API. Covers field names, response shapes, 141 production gotchas, error

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.4.18
+version: 5.4.22
 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: 5.4.18
+version: 5.4.22
 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: 5.4.18
+version: 5.4.22
 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/jobs/references/audit-prep.md

@@ -27,7 +27,7 @@
 - **`search_journals(filter: {status: {eq: 'DRAFT'}, valueDate: {between: [<FY-start>, <FY-end>]}})`** — step 12: must return zero rows before pack hand-off.
 - **`search_invoices(filter: {status: {eq: 'DRAFT'}, valueDate: {between: [<FY-start>, <FY-end>]}})`** — step 12: same gate, sales side.
 - **`search_bills(filter: {status: {eq: 'DRAFT'}, valueDate: {between: [<FY-start>, <FY-end>]}})`** — step 12: same gate, purchases side.
-- **`update_journal(resourceId: <each id>, saveAsDraft: false)  // loop per id — no bulk-finalize-journals tool yet`** — step 12 fallback: clear residual drafts before pack hand-off.
+- **`bulk_update_journals(items: [{resourceId: <id>, saveAsDraft: false}, ...])`** — step 12 fallback: clear residual drafts before pack hand-off.
 - **`update_account(resourceId: <CoA root>, lockDate: <FY-end>)`** — step 12 final: lock the period to prevent backdated entries during fieldwork.
 
 ### Calculators (cross-check schedules — no API key needed)
@@ -198,7 +198,7 @@ search_invoices(filter: {status: {eq: 'DRAFT'}, valueDate: {between: ['2025-01-0
 search_bills(filter: {status: {eq: 'DRAFT'}, valueDate: {between: ['2025-01-01', '2025-12-31']}})
 ```
 
-ALL three must return zero. If any return rows: collect `resourceId`s, classify (delete vs finalize) per practitioner judgment, and `update_<entity>(resourceId, saveAsDraft: false)  // per-id; bulk_finalize_drafts only supports invoice/bill/CN, not journal/cash` for the keep-set.
+ALL three must return zero. If any return rows: collect `resourceId`s, classify (delete vs finalize) per practitioner judgment, and `bulk_update_journals(items: [{resourceId, saveAsDraft: false}, ...]) for journals; bulk_finalize_drafts(items: [{type, resourceId}, ...]) for invoices/bills/CN` for the keep-set.
 
 Then lock the period:
 ```

package/assets/skills/jobs/references/fa-review.md

@@ -13,7 +13,7 @@
 - **`generate_general_ledger(accountResourceId: <FA category GL>, period_start, period_end)`** — step 4: per-FA-category GL movement vs FA register.
 - **`update_fixed_asset(resourceId: <id>, status: 'DISPOSED' | 'WRITTEN_OFF', disposalDate, disposalProceeds)`** — step 5: status updates for disposals. Mirror endpoints `POST /api/v1/mark-as-sold/fixed-assets` (sale) / `POST /api/v1/discard-fixed-assets/{id}` (scrap).
 - **`plan_recipe(recipe: 'asset-disposal', ...)` + `execute_recipe(...)`** — step 5: invoke per disposal identified during review (per `asset-disposal.md` recipe).
-- **`update_journal(resourceId: <each id>, saveAsDraft: false)  // loop per id — no bulk-finalize-journals tool yet`** — step 5 / 6: finalize disposal journals + any pending DDB / 150DB depreciation DRAFTs from `declining-balance.md` recipe.
+- **`bulk_update_journals(items: [{resourceId: <id>, saveAsDraft: false}, ...])`** — step 5 / 6: finalize disposal journals + any pending DDB / 150DB depreciation DRAFTs from `declining-balance.md` recipe.
 
 ### Calculators (cross-check, no API key needed)
 - **`clio calc depreciation --cost --salvage --life --method --frequency annual --json`** — step 4 per-asset cross-check.
@@ -72,7 +72,7 @@ For each ACTIVE SL asset (Jaz auto-depreciates):
 
 For each ACTIVE DDB / 150DB asset (recipe-managed, see `declining-balance.md`):
 - Per capsule: `search_journals(filter: {capsuleResourceId: {eq: <dep capsule>}, valueDate: {between: [<year-start>, <year-end>]}, status: 'DRAFT'})`. Should be zero — all 12 months' DRAFT depreciation journals should already be FINALIZED via monthly-close.
-- If non-zero: `update_journal(resourceId: <each id>, saveAsDraft: false)  // loop per id — no bulk-finalize-journals tool yet` for each remaining DRAFT.
+- If non-zero: `bulk_update_journals(items: [{resourceId: <id>, saveAsDraft: false}, ...])` for each remaining DRAFT.
 
 Cross-check via `clio calc depreciation --frequency annual --json` per asset; auditor will sample-test.
 
@@ -82,6 +82,7 @@ For each disposal identified in step 2:
 
 ```
 plan_recipe(
+  // Note: gl*, capsuleType, capsuleName, bankAccountResourceId, vendor, customer below are illustrative — auto-resolved at execute time from CoA / CLIENT.md, not real plan_recipe params.
   recipe: 'asset-disposal',
   cost, salvageValue, usefulLifeYears, acquisitionDate, disposalDate, proceeds, method,
   ...,

package/assets/skills/jobs/references/month-end-close.md

@@ -30,7 +30,7 @@
 - **`generate_profit_and_loss(period_start, period_end)`** — step 15.
 - **`generate_balance_sheet(period_end)`** — step 16.
 - **`search_journals(filter: {status: 'DRAFT', valueDate: {between: [<period-start>, <period-end>]}})`** — step 17: gate on zero drafts.
-- **`update_journal(resourceId: <each id>, saveAsDraft: false)  // loop per id — no bulk-finalize-journals tool yet`** — step 17: clear residual drafts before lock.
+- **`bulk_update_journals(items: [{resourceId: <id>, saveAsDraft: false}, ...])`** — step 17: clear residual drafts before lock.
 - **`update_account(resourceId: <CoA root>, lockDate: <period-end>)`** — step 18: lock the period.
 
 ### Calculators (cross-check, no API key needed)
@@ -107,7 +107,7 @@ For each `CLIENT.recurring_accruals[]` where `last_posted < '2025-01-31'`:
 4. Resolve `requiredAccounts` + `needsContact` (search/create as needed).
 5. `execute_recipe(...)`. Engine emits dual-entry accrual + reversal scheduler.
 6. `validate_journal_draft(resourceId: <id>)` for each draft journal.
-7. After all accruals processed: `update_journal(resourceId: <each id>, saveAsDraft: false)  // loop per id — no bulk-finalize-journals tool yet`.
+7. After all accruals processed: `bulk_update_journals(items: [{resourceId: <id>, saveAsDraft: false}, ...])`.
 
 Cross-check: `generate_trial_balance(period_end: '2025-01-31')`. Sum credit movements against accrual liability accounts. Verify `|sum - expected| ≤ CLIENT.materiality_threshold`.
 
@@ -117,7 +117,7 @@ For each existing `Prepaid Expenses` capsule (via `search_capsules(filter: {caps
 
 1. `search_journals(filter: {capsuleResourceId: {eq: <capsule.id>}, valueDate: {between: ['2025-01-01', '2025-01-31']}, status: {eq: 'DRAFT'}})`. The recipe pre-emitted this period's recognition journal as DRAFT at recipe-execution time.
 2. If empty: either the recipe was set up wrong (no journal for this period — investigate via `search_journals` without status filter to see if it's already ACTIVE, then skip), OR the practitioner went off-recipe. Surface to practitioner.
-3. If found: collect resourceIds, then `update_journal(resourceId: <each id>, saveAsDraft: false)  // loop per id — no bulk-finalize-journals tool yet`.
+3. If found: collect resourceIds, then `bulk_update_journals(items: [{resourceId: <id>, saveAsDraft: false}, ...])`.
 4. New prepaid setups during this period (a new prepaid started this month): invoke `plan_recipe(recipe: 'prepaid-expense', ...)` per `prepaid-amortization.md` — this creates the bill + N future-dated DRAFT journals; the current period's journal is then in the bulk_finalize_drafts queue above.
 
 ### Step 8 — Deferred revenue recognition
@@ -148,7 +148,7 @@ For each active loan capsule (via `search_capsules(filter: {capsuleType: {eq: 'L
 
 1. `search_journals(filter: {capsuleResourceId: {eq: <loan-capsule-id>}, valueDate: {between: ['2025-01-01', '2025-01-31']}, status: {eq: 'DRAFT'}})`. The `loan` recipe pre-emitted all `termMonths` future-dated DRAFT journals at execution time — this period's repayment is one of them.
 2. Should return exactly one DRAFT journal per active loan. Each is a 3-line entry (debit Loan Payable, debit Interest Expense, credit Cash) with the correct amortization split for the period.
-3. Collect resourceIds, then `update_journal(resourceId: <each id>, saveAsDraft: false)  // loop per id — no bulk-finalize-journals tool yet`.
+3. Collect resourceIds, then `bulk_update_journals(items: [{resourceId: <id>, saveAsDraft: false}, ...])`.
 4. Do NOT post manual loan-interest accruals — the recipe already emitted the journal with the correct split per `clio calc loan` schedule.
 
 If a loan was newly disbursed this period: invoke `plan_recipe(recipe: 'loan', ...)` then `execute_recipe`; the disbursement (cash-in) and this period's repayment journal are both included in the engine output.

package/assets/skills/jobs/references/quarter-end-close.md

@@ -15,7 +15,7 @@
 - **`search_journals(filter: {tag: 'bonus-accrual', valueDate: {between: [<Q-start>, <Q-end>]}})`** — Q3 bonus YTD pull.
 - **`create_journal(...)`** — Q3 bonus true-up adjustment (manual one-off).
 - **`search_capsules(filter: {capsuleType: {eq: 'Intercompany'}})`** — Q4 IC reconciliation per pair of entities (multi-org coordination — see `intercompany.md` recipe).
-- **`search_capsules(filter: {capsuleType: {eq: 'Provisions'}})` + `update_journal(resourceId: <each id>, saveAsDraft: false)  // loop per id — no bulk-finalize-journals tool yet`** — Q5 finalize each provision capsule's quarter-end DRAFT unwinding journals.
+- **`search_capsules(filter: {capsuleType: {eq: 'Provisions'}})` + `bulk_update_journals(items: [{resourceId: <id>, saveAsDraft: false}, ...])`** — Q5 finalize each provision capsule's quarter-end DRAFT unwinding journals.
 - **`generate_trial_balance(period_end: <Q-end>)`** — verification.
 - **`update_account(resourceId: <CoA root>, lockDate: <Q-end>)`** — final lock.
 
@@ -121,7 +121,7 @@ Per capsule: this period's quarter-end unwinding DRAFT journals (3 monthly DRAFT
 
 ```
 search_journals(filter: {capsuleResourceId: {eq: <provision capsule id>}, valueDate: {between: ['2025-01-01', '2025-03-31']}, status: {eq: 'DRAFT'}})
-update_journal(resourceId: <each id>, saveAsDraft: false)  // loop per id — no bulk-finalize-journals tool yet
+bulk_update_journals(items: [{resourceId: <id>, saveAsDraft: false}, ...])
 ```
 
 If practitioner determines remeasurement is needed (cash-flow estimate changed, discount rate moved): see `provisions.md` step 6 — recompute, post adjustment, reverse remaining DRAFT unwinding journals, re-execute recipe with new inputs.

package/assets/skills/jobs/references/year-end-close.md

@@ -109,6 +109,7 @@ If `CLIENT.dividend_policy.declared_for_FY > 0`:
 
 ```
 plan_recipe(
+  // Note: gl*, capsuleType, capsuleName, bankAccountResourceId, vendor, customer below are illustrative — auto-resolved at execute time from CoA / CLIENT.md, not real plan_recipe params.
   recipe: 'dividend',
   amount: <gross-dividend>,
   withholdingRate: <CLIENT.dividend_policy.withholding_rate>,
@@ -194,7 +195,7 @@ search_invoices(filter: {status: {eq: 'DRAFT'}, valueDate: {between: ['2025-01-0
 search_bills(filter: {status: {eq: 'DRAFT'}, valueDate: {between: ['2025-01-01', '2025-12-31']}})
 ```
 
-ALL three must return zero. If any: `update_<entity>(resourceId, saveAsDraft: false)  // per-id; bulk_finalize_drafts only supports invoice/bill/CN, not journal/cash` for the keep-set; `delete_*` for the discards.
+ALL three must return zero. If any: `bulk_update_journals(items: [{resourceId, saveAsDraft: false}, ...]) for journals; bulk_finalize_drafts(items: [{type, resourceId}, ...]) for invoices/bills/CN` for the keep-set; `delete_*` for the discards.
 
 ### Y8 — Lock the year
 

package/assets/skills/practice/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-practice
-version: 5.4.18
+version: 5.4.22
 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
@@ -25,6 +25,12 @@ compatibility:
 
 Practitioner-side scaffolding. The agent's entry point when an accountant is doing client work in Jaz.
 
+## When to Use This Skill
+
+Load `jaz-practice` when the user's intent is practitioner-shaped — closing the books, filing GST/VAT, year-end statutory, onboarding a new client, mid-quarter review for a specific client. The skill's job is to LOAD CONTEXT (CLIENT.md + ENGAGEMENT.md) before routing the actual accounting work to `jaz-jobs` (close playbooks), `jaz-recipes` (IFRS recipes), `jaz-conversion` (data migration), or `jaz-api` (raw endpoints).
+
+Trigger phrases: "close the books for X", "file GST for Y", "onboard new client Z", "what's outstanding for Acme this month", "Acme — quarterly close", "year-end statutory for X". When in doubt: if the user names a client or an engagement-type ("monthly close", "GST", "year-end"), load this skill first.
+
 ## Mental model
 
 | Engineer (cct-toolkit) | Practitioner (jaz-practice) |

package/assets/skills/transaction-recipes/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-recipes
-version: 5.4.18
+version: 5.4.22
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires
@@ -278,7 +278,7 @@ Both tools accept all 13 recipe types: loan, lease, depreciation, prepaid-expens
 
 Scheduler creation tools are also available: `create_scheduled_journal`, `create_scheduled_invoice`, `create_scheduled_bill`.
 
-## Cross-References
+## See Also
 
 - **API field names and payloads**: Load the `jaz-api` skill — see `references/endpoints.md` and `references/field-map.md`
 - **Capsule API**: `POST /capsules`, `POST /capsuleTypes` — see api skill's `references/full-api-surface.md`

package/assets/skills/transaction-recipes/references/accrued-expenses.md

@@ -17,7 +17,7 @@
 - **`search_contacts(filter: {name: {eq: <vendor>}})`** — step 3: resolve vendor (per `CLIENT.recurring_accruals[i].vendor`).
 - **`search_accounts(filter: {name: {in: ['<expense GL>', '<accrued liability GL>']}})`** — step 3: confirm both sides of the journal exist in CoA.
 - **`search_journals(filter: {capsuleResourceId: {eq: <id>}, valueDate: {between: [<period-start>, <period-end>]}, status: 'DRAFT'})`** — step 5 monthly: find this period's pre-emitted DRAFT for finalization.
-- **`update_journal(resourceId: <each id>, saveAsDraft: false)  // loop per id — no bulk-finalize-journals tool yet`** — step 5: finalize this period's accrual + reversal pair.
+- **`bulk_update_journals(items: [{resourceId: <id>, saveAsDraft: false}, ...])`** — step 5: finalize this period's accrual + reversal pair.
 - **`generate_trial_balance(period_end: <date>)`** — step 5 verification: confirm Accrued Expenses balance and net P&L impact.
 
 ### Cross-references
@@ -50,6 +50,7 @@ Returns `{ totalAccrued: 3000, schedule: [{accrualDate: '2025-01-31', reversalDa
 
 ```
 plan_recipe(
+  // Note: gl*, capsuleType, capsuleName, bankAccountResourceId, vendor, customer below are illustrative — auto-resolved at execute time from CoA / CLIENT.md, not real plan_recipe params.
   recipe: 'accrued-expense',
   amount: 3000,
   periods: 1,

package/assets/skills/transaction-recipes/references/bad-debt-provision.md

@@ -77,6 +77,7 @@ If `topUpRequired` is below `CLIENT.materiality_threshold`: skip the recipe enti
 
 ```
 plan_recipe(
+  // Note: gl*, capsuleType, capsuleName, bankAccountResourceId, vendor, customer below are illustrative — auto-resolved at execute time from CoA / CLIENT.md, not real plan_recipe params.
   recipe: 'ecl',
   receivables: [
     {bucket: 'current', balance: 100000, lossRate: 0.005},

package/assets/skills/transaction-recipes/references/bank-loan.md

@@ -16,7 +16,7 @@
 - **`search_accounts(filter: {name: {in: ['Loan Payable', 'Interest Expense']}})`** — used in step 3: confirm liability + expense GL accounts exist.
 - **`search_capsules(filter: {capsuleType: {eq: 'Loan Repayment'}, name: {eq: <capsuleName>}})`** — used in step 0: detect duplicate setup before re-running. Loan capsules are unique per facility — duplicate creation is almost always an agent error.
 - **`generate_trial_balance(period_end: <date>)`** — used in step 5: verify the loan liability balance matches the schedule's `closingBalance` column.
-- **`update_journal(resourceId: <id>, saveAsDraft: false)`** — used in step 4 verification: lift draft journals to ACTIVE once practitioner confirms. (No bulk-finalize-journals tool today; loop per id.)
+- **`update_journal(resourceId: <id>, saveAsDraft: false)`** — used in step 4 verification: lift draft journals to ACTIVE once practitioner confirms.
 
 ### Cross-references
 - Within an engagement: invoked from `practice/references/onboarding.md` (when the prior firm's loan transfers in via the conversion clearing account, then forward-recognition starts here) and from `practice/references/monthly-close.md` step 4 (monthly accruals do NOT include loan interest — interest is auto-emitted by the loan scheduler).
@@ -47,6 +47,7 @@ Returns: `{ perPeriodAmount: 1933.28, totalInterest: 15996.80, schedule: [{perio
 
 ```
 plan_recipe(
+  // Note: gl*, capsuleType, capsuleName, bankAccountResourceId, vendor, customer below are illustrative — auto-resolved at execute time from CoA / CLIENT.md, not real plan_recipe params.
   recipe: 'loan',
   principal: 100000,
   annualRate: 6,

package/assets/skills/transaction-recipes/references/building-blocks.md

@@ -135,21 +135,30 @@ The recipe engine creates one capsule per `execute_recipe` call. The pattern:
 - All bill / invoice / journal / cash entries the recipe creates get the new capsule's resourceId
 - Manual journal recipes (intercompany, capital-wip) follow the same pattern but you create the capsule + assign journals manually
 
-**Capsule Types** are labels that categorize capsules. Create types that match your recipes:
-- Prepaid Expenses
-- Deferred Revenue
-- Accrued Expenses
-- Loan Repayment
-- Lease Accounting (IFRS 16)
-- Depreciation (Non-Standard)
-- FX Revaluation
-- ECL Provision
-- Employee Benefits
-- Provisions
-- Dividends
+**Capsule Types** are labels that categorize capsules. Pass these exact strings — the engine and `search_capsules` filter rely on character-for-character match.
+
+Engine-emitted (canonical strings — match exactly):
+- Accrued Expenses (accrued-expense recipe)
+- Asset Disposal (asset-disposal recipe)
+- Deferred Revenue (deferred-revenue recipe)
+- Depreciation (depreciation recipe — covers SL, DDB, 150DB)
+- Dividends (dividend recipe)
+- ECL Provision (ecl recipe)
+- Employee Benefits (leave-accrual recipe)
+- Fixed Deposit (fixed-deposit recipe)
+- FX Revaluation (fx-reval recipe — verification only, do not execute_recipe)
+- Hire Purchase (lease recipe with `usefulLifeMonths > termMonths`)
+- Lease Accounting (lease recipe — IFRS 16)
+- Loan Repayment (loan recipe)
+- Prepaid Expenses (prepaid-expense recipe)
+- Provisions (provision recipe)
+
+Practitioner-created (manual `create_capsule(capsuleType: 'X')` — no engine):
 - Intercompany
 - Capital Projects
 
+> **Naming drift to watch for:** the file `accrued-expenses.md` (plural) covers the engine recipe `'accrued-expense'` (singular) which emits the capsule type `'Accrued Expenses'` (plural). Same content; the recipe name follows the engine convention while the file + capsule type follow the accounting convention. Pass capsule type strings exactly as listed above.
+
 **Reporting:** Capsules are the **only enrichment that supports group-by** in the General Ledger. Grouping by capsule shows the complete lifecycle of a multi-step transaction in one view.
 
 **API:** `POST /capsules`, `POST /capsuleTypes`, `POST /capsuleTypes/search`

package/assets/skills/transaction-recipes/references/declining-balance.md

@@ -15,7 +15,7 @@
 - **`search_capsules(filter: {capsuleType: {eq: 'Depreciation'}, name: {eq: <capsule.name>}})`** — step 0 idempotency check. One depreciation capsule per asset; duplicate setup is almost always an error.
 - **`search_accounts(filter: {name: {in: ['Vehicles', 'Accumulated Depreciation — Vehicles', 'Depreciation Expense']}})`** — step 3: confirm the asset, contra-asset, and expense GL accounts exist.
 - **`generate_trial_balance(period_end: <date>)`** — step 5: verify NBV matches schedule.
-- **`update_journal(resourceId: <each id>, saveAsDraft: false)  // loop per id — no bulk-finalize-journals tool yet`** — step 5 monthly: finalize this period's pre-emitted DRAFT depreciation journal.
+- **`bulk_update_journals(items: [{resourceId: <id>, saveAsDraft: false}, ...])`** — step 5 monthly: finalize this period's pre-emitted DRAFT depreciation journal.
 
 ### Cross-references
 - Within an engagement: invoked from `practice/references/monthly-close.md` step 9 (only when an asset uses non-SL method — Jaz native FA handles SL automatically). For SL: `create_fixed_asset` directly via `fixed-assets` tool family; do NOT use this recipe.

package/assets/skills/transaction-recipes/references/deferred-revenue.md

@@ -18,7 +18,7 @@
 - **`generate_trial_balance(period_end: <date>)`** — step 5: verify Deferred Revenue balance unwinds correctly.
 - **`search_capsules(filter: {capsuleType: {eq: 'Deferred Revenue'}, name: {eq: <capsule.name>}})`** — step 0 idempotency check.
 - **`finalize_invoice(resourceId: <id>)`** — step 4 fallback: lift the upfront invoice from DRAFT to ACTIVE once practitioner confirms the engagement is genuinely starting.
-- **`update_journal(resourceId: <each id>, saveAsDraft: false)  // loop per id — no bulk-finalize-journals tool yet`** — step 5 monthly: finalize this period's pre-emitted DRAFT recognition journal.
+- **`bulk_update_journals(items: [{resourceId: <id>, saveAsDraft: false}, ...])`** — step 5 monthly: finalize this period's pre-emitted DRAFT recognition journal.
 
 ### Cross-references
 - Within an engagement: invoked from `practice/references/monthly-close.md` step 8 (finalize this period's pre-emitted journal for existing capsules; create a new capsule for any new deferred arrangement starting this period).
@@ -49,6 +49,7 @@ Returns: `{ perPeriodAmount: 2000, recognitionStartDate: '2025-01-31', recogniti
 
 ```
 plan_recipe(
+  // Note: gl*, capsuleType, capsuleName, bankAccountResourceId, vendor, customer below are illustrative — auto-resolved at execute time from CoA / CLIENT.md, not real plan_recipe params.
   recipe: 'deferred-revenue',
   amount: 24000,
   periods: 12,

package/assets/skills/transaction-recipes/references/dividend.md

@@ -54,6 +54,7 @@ clio calc dividend --amount 200000 --withholding-rate 10 --currency PHP --json
 
 ```
 plan_recipe(
+  // Note: gl*, capsuleType, capsuleName, bankAccountResourceId, vendor, customer below are illustrative — auto-resolved at execute time from CoA / CLIENT.md, not real plan_recipe params.
   recipe: 'dividend',
   amount: 200000,
   withholdingRate: 0,

package/assets/skills/transaction-recipes/references/employee-accruals.md

@@ -28,7 +28,7 @@ The two patterns share the same `Employee Benefits` capsule type but use differe
 - **`search_capsules(filter: {capsuleType: {eq: 'Employee Benefits'}})`** — step 0: discover existing leave + bonus capsules.
 - **`search_accounts(filter: {name: {in: ['Leave Expense', 'Leave Liability', 'Bonus Expense', 'Bonus Payable']}})`** — step 3.
 - **`search_journals(filter: {tag: 'leave-accrual', valueDate: {between: [<period-start>, <period-end>]}, status: 'DRAFT'})`** — step 5 monthly: pull this period's pre-emitted leave DRAFT.
-- **`update_journal(resourceId: <each id>, saveAsDraft: false)  // loop per id — no bulk-finalize-journals tool yet`** — monthly finalize.
+- **`bulk_update_journals(items: [{resourceId: <id>, saveAsDraft: false}, ...])`** — monthly finalize.
 - **`generate_trial_balance(period_end: <date>)`** — verification.
 - For year-end true-up: see `year-end-close.md` Y2 — manual journal pattern with HR-supplied actuals.
 
@@ -61,6 +61,7 @@ Returns: `{ totalAnnualCost: 84000, perPeriodAmount: 7000, schedule: [{period: 1
 
 ```
 plan_recipe(
+  // Note: gl*, capsuleType, capsuleName, bankAccountResourceId, vendor, customer below are illustrative — auto-resolved at execute time from CoA / CLIENT.md, not real plan_recipe params.
   recipe: 'leave-accrual',
   headcount: 20,
   daysPerEmployee: 14,
@@ -118,6 +119,7 @@ clio calc accrued-expense --amount <est> --periods 1 --start-date 2025-03-31 --j
 
 ```
 plan_recipe(
+  // Note: gl*, capsuleType, capsuleName, bankAccountResourceId, vendor, customer below are illustrative — auto-resolved at execute time from CoA / CLIENT.md, not real plan_recipe params.
   recipe: 'accrued-expense',
   amount: <est>,
   periods: 1,

package/assets/skills/transaction-recipes/references/fixed-deposit.md

@@ -16,7 +16,7 @@
 - **`search_accounts(filter: {name: {in: ['Fixed Deposit Receivable', 'Accrued Interest Receivable', 'Interest Income']}})`** — step 3.
 - **`search_contacts(filter: {supplier: true, name: {eq: <bank>}})`** — step 3 optional: bank contact for narrative.
 - **`generate_trial_balance(period_end: <date>)`** — step 5 verify accrued interest unwinds; FD principal stays at carrying amount until maturity.
-- **`update_journal(resourceId: <each id>, saveAsDraft: false)  // loop per id — no bulk-finalize-journals tool yet`** — step 5 monthly finalize.
+- **`bulk_update_journals(items: [{resourceId: <id>, saveAsDraft: false}, ...])`** — step 5 monthly finalize.
 
 ### Cross-references
 - Within an engagement: invoked from `practice/references/monthly-close.md` step 7 (existing FD capsules — finalize this month's accrual; new FD setups during the period — invoke recipe).

package/assets/skills/transaction-recipes/references/ifrs16-lease.md

@@ -17,7 +17,7 @@
 - **`search_contacts(filter: {supplier: true, name: {eq: <lessor>}})`** — step 3 (lease counterparty).
 - **`create_fixed_asset(...)`** — step 4 manual: register the ROU asset in Jaz native FA. `cost` = PV from calculator, `usefulLifeMonths` = lease term, `depreciationMethod` = 'sl' (straight-line). Jaz auto-posts monthly depreciation thereafter.
 - **`generate_trial_balance(period_end: <date>)`** — step 5 verify.
-- **`update_journal(resourceId: <each id>, saveAsDraft: false)  // loop per id — no bulk-finalize-journals tool yet`** — step 5 monthly: finalize this period's pre-emitted unwinding DRAFT.
+- **`bulk_update_journals(items: [{resourceId: <id>, saveAsDraft: false}, ...])`** — step 5 monthly: finalize this period's pre-emitted unwinding DRAFT.
 - **`generate_fa_summary(period_end: <date>)`** — step 5 verify Jaz auto-posted ROU depreciation.
 
 ### Cross-references
@@ -49,6 +49,7 @@ Returns: `{ presentValue: 167287.43, totalInterest: 12712.57, schedule: [{period
 
 ```
 plan_recipe(
+  // Note: gl*, capsuleType, capsuleName, bankAccountResourceId, vendor, customer below are illustrative — auto-resolved at execute time from CoA / CLIENT.md, not real plan_recipe params.
   recipe: 'lease',
   monthlyPayment: 5000,
   termMonths: 36,

package/assets/skills/transaction-recipes/references/prepaid-amortization.md

@@ -39,6 +39,7 @@ Returns: `{ perPeriodAmount, recognitionStartDate, recognitionEndDate, schedule[
 
 ```
 plan_recipe(
+  // Note: gl*, capsuleType, capsuleName, bankAccountResourceId, vendor, customer below are illustrative — auto-resolved at execute time from CoA / CLIENT.md, not real plan_recipe params.
   recipe: 'prepaid-expense',
   amount: 12000,
   periods: 12,

package/assets/skills/transaction-recipes/references/provisions.md

@@ -15,7 +15,7 @@
 - **`search_capsules(filter: {capsuleType: {eq: 'Provisions'}, name: {eq: <capsule.name>}})`** — step 0 idempotency check.
 - **`search_accounts(filter: {name: {in: ['Provision for Warranties', 'Finance Cost', 'Warranty Expense']}})`** — step 3.
 - **`generate_trial_balance(period_end: <date>)`** — step 5 verify provision balance matches schedule's `closingProvision`.
-- **`update_journal(resourceId: <each id>, saveAsDraft: false)  // loop per id — no bulk-finalize-journals tool yet`** — step 5 monthly finalize.
+- **`bulk_update_journals(items: [{resourceId: <id>, saveAsDraft: false}, ...])`** — step 5 monthly finalize.
 
 ### Cross-references
 - Within an engagement: invoked from `practice/references/annual-statutory.md` step 4e (Y5 in `year-end-close.md`) for year-end provision remeasurement, and `practice/references/monthly-close.md` step 7 (verify scheduler, finalize this period's unwinding DRAFT).
@@ -48,6 +48,7 @@ Save schedule to `workpapers/<period>/provision-warranty-FY2025.json`.
 
 ```
 plan_recipe(
+  // Note: gl*, capsuleType, capsuleName, bankAccountResourceId, vendor, customer below are illustrative — auto-resolved at execute time from CoA / CLIENT.md, not real plan_recipe params.
   recipe: 'provision',
   amount: 500000,
   annualRate: 4,