jaz-clio 5.4.20 → 5.4.24
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/assets/skills/api/SKILL.md +1 -1
- package/assets/skills/cli/SKILL.md +1 -1
- package/assets/skills/conversion/SKILL.md +1 -1
- package/assets/skills/jobs/SKILL.md +1 -1
- package/assets/skills/practice/SKILL.md +7 -1
- package/assets/skills/transaction-recipes/SKILL.md +2 -2
- package/assets/skills/transaction-recipes/references/building-blocks.md +21 -12
- package/package.json +1 -1
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
---
|
|
2
2
|
name: jaz-practice
|
|
3
|
-
version: 5.4.
|
|
3
|
+
version: 5.4.24
|
|
4
4
|
description: >-
|
|
5
5
|
Use this skill whenever an accounting practitioner is doing client work in
|
|
6
6
|
Jaz — closing the books, filing GST, year-end statutory, onboarding a new
|
|
@@ -25,6 +25,12 @@ compatibility:
|
|
|
25
25
|
|
|
26
26
|
Practitioner-side scaffolding. The agent's entry point when an accountant is doing client work in Jaz.
|
|
27
27
|
|
|
28
|
+
## When to Use This Skill
|
|
29
|
+
|
|
30
|
+
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).
|
|
31
|
+
|
|
32
|
+
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.
|
|
33
|
+
|
|
28
34
|
## Mental model
|
|
29
35
|
|
|
30
36
|
| Engineer (cct-toolkit) | Practitioner (jaz-practice) |
|
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
---
|
|
2
2
|
name: jaz-recipes
|
|
3
|
-
version: 5.4.
|
|
3
|
+
version: 5.4.24
|
|
4
4
|
description: >-
|
|
5
5
|
Use this skill when modeling complex multi-step accounting transactions —
|
|
6
6
|
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
|
|
|
278
278
|
|
|
279
279
|
Scheduler creation tools are also available: `create_scheduled_journal`, `create_scheduled_invoice`, `create_scheduled_bill`.
|
|
280
280
|
|
|
281
|
-
##
|
|
281
|
+
## See Also
|
|
282
282
|
|
|
283
283
|
- **API field names and payloads**: Load the `jaz-api` skill — see `references/endpoints.md` and `references/field-map.md`
|
|
284
284
|
- **Capsule API**: `POST /capsules`, `POST /capsuleTypes` — see api skill's `references/full-api-surface.md`
|
|
@@ -135,21 +135,30 @@ The recipe engine creates one capsule per `execute_recipe` call. The pattern:
|
|
|
135
135
|
- All bill / invoice / journal / cash entries the recipe creates get the new capsule's resourceId
|
|
136
136
|
- Manual journal recipes (intercompany, capital-wip) follow the same pattern but you create the capsule + assign journals manually
|
|
137
137
|
|
|
138
|
-
**Capsule Types** are labels that categorize capsules.
|
|
139
|
-
|
|
140
|
-
-
|
|
141
|
-
- Accrued Expenses
|
|
142
|
-
-
|
|
143
|
-
-
|
|
144
|
-
- Depreciation (
|
|
145
|
-
-
|
|
146
|
-
- ECL Provision
|
|
147
|
-
- Employee Benefits
|
|
148
|
-
-
|
|
149
|
-
-
|
|
138
|
+
**Capsule Types** are labels that categorize capsules. Pass these exact strings — the engine and `search_capsules` filter rely on character-for-character match.
|
|
139
|
+
|
|
140
|
+
Engine-emitted (canonical strings — match exactly):
|
|
141
|
+
- Accrued Expenses (accrued-expense recipe)
|
|
142
|
+
- Asset Disposal (asset-disposal recipe)
|
|
143
|
+
- Deferred Revenue (deferred-revenue recipe)
|
|
144
|
+
- Depreciation (depreciation recipe — covers SL, DDB, 150DB)
|
|
145
|
+
- Dividends (dividend recipe)
|
|
146
|
+
- ECL Provision (ecl recipe)
|
|
147
|
+
- Employee Benefits (leave-accrual recipe)
|
|
148
|
+
- Fixed Deposit (fixed-deposit recipe)
|
|
149
|
+
- FX Revaluation (fx-reval recipe — verification only, do not execute_recipe)
|
|
150
|
+
- Hire Purchase (lease recipe with `usefulLifeMonths > termMonths`)
|
|
151
|
+
- Lease Accounting (lease recipe — IFRS 16)
|
|
152
|
+
- Loan Repayment (loan recipe)
|
|
153
|
+
- Prepaid Expenses (prepaid-expense recipe)
|
|
154
|
+
- Provisions (provision recipe)
|
|
155
|
+
|
|
156
|
+
Practitioner-created (manual `create_capsule(capsuleType: 'X')` — no engine):
|
|
150
157
|
- Intercompany
|
|
151
158
|
- Capital Projects
|
|
152
159
|
|
|
160
|
+
> **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.
|
|
161
|
+
|
|
153
162
|
**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.
|
|
154
163
|
|
|
155
164
|
**API:** `POST /capsules`, `POST /capsuleTypes`, `POST /capsuleTypes/search`
|