jaz-clio 5.4.34 → 5.4.36

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.4.34
+version: 5.4.36
 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: 5.4.34
+version: 5.4.36
 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: 5.4.34
+version: 5.4.36
 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: 5.4.34
+version: 5.4.36
 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/year-end-close.md

@@ -73,7 +73,7 @@ For Jaz native straight-line depreciation: should be automatic and correct. Veri
 
 For non-SL assets (DDB, 150DB) where `plan_recipe(recipe: 'depreciation', method: 'ddb' | '150db')` was used: each capsule pre-emitted 12 future-dated DRAFT journals at recipe-execution time. Confirm all 12 are FINALIZED via `search_journals(filter: {capsuleResourceId: {eq: <dep capsule>}, status: {eq: 'DRAFT'}, valueDate: {between: [<FY-start>, <FY-end>]}})` — should be empty. If non-empty: route back to `month-end-close.md` step 9.
 
-Reconcile `generate_fa_recon_summary` formula: `openingNbv + additions − disposals − depreciation == closingNbv == TB[Fixed Assets].balance`. Mismatch beyond `CLIENT.materiality_threshold` → investigate (likely a disposal posted without `update_fixed_asset(status: 'DISPOSED')` — auditor will catch this).
+Reconcile `generate_fa_recon_summary` formula: `openingNbv + additions − disposals − depreciation == closingNbv == TB[Fixed Assets].balance`. Mismatch beyond `CLIENT.materiality_threshold` → investigate via `search_fixed_assets(filter: {status: {eq: 'ACTIVE'}})` cross-referenced against the depreciation capsule's journals (`search_journals(filter: {capsuleResourceId: {eq: <dep capsule>}, startDate: <FY-start>, endDate: <FY-end>})`) — typical cause is a disposal posted without `update_fixed_asset(status: 'DISPOSED')`.
 
 ### Y2 — Annual true-ups (manual journals)
 

package/assets/skills/practice/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-practice
-version: 5.4.34
+version: 5.4.36
 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

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

@@ -1,6 +1,6 @@
 ---
 name: jaz-recipes
-version: 5.4.34
+version: 5.4.36
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires

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

@@ -70,9 +70,8 @@ The recipe engine uses capsules automatically. But capsules also enable advanced
 ```
 create_capsule(
   capsuleTypeResourceId: <type id from search_capsule_types>,
-  title: 'Bank Loan — DBS Term Loan — FY2025',
-  description: 'SGD 100,000 5-year term loan, 6% p.a., facility ref LN-2025-0042',
-  customFields: { 'Loan Reference': 'LN-2025-0042', 'Bank Name': 'DBS Bank' }
+  title: 'Bank Loan — DBS Term Loan — LN-2025-0042 — FY2025',
+  description: 'SGD 100,000 5-year term loan, 6% p.a. Bank: DBS Bank. Facility ref: LN-2025-0042.'
 )
 ```
 

package/assets/skills/transaction-recipes/references/capital-wip.md

@@ -45,13 +45,8 @@ If `Capital Work-in-Progress` doesn't exist: `create_account(name: 'Capital Work
 ```
 create_capsule(
   capsuleTypeResourceId: <Capital Projects capsule type id>,
-  title: 'Office Renovation — Marina One — FY2025',
-  description: 'Renovation of Marina One office, total estimated cost SGD 150,000, expected completion 2025-04-30',
-  customFields: {
-    'Project Reference': 'CAPEX-2025-001',
-    'Estimated Cost': 150000,
-    'Estimated Completion': '2025-04-30'
-  }
+  title: 'Office Renovation — Marina One — FY2025 — CAPEX-2025-001',
+  description: 'Renovation of Marina One office. Project ref CAPEX-2025-001. Total estimated cost SGD 150,000. Expected completion 2025-04-30.'
 )
 ```
 
@@ -199,7 +194,7 @@ Close the project capsule (or keep ACTIVE for traceability — the FA still refe
 | Step 4c | `create_fixed_asset` 422 `cost_mismatch` | Cost passed differs from the transfer journal amount. Both must equal CWIP closing balance. Re-pull `generate_general_ledger` and re-confirm. |
 | Step 4c | Asset created but Jaz auto-depreciation not running | FA may have been created as DRAFT. `update_fixed_asset(resourceId: <id>, status: 'ACTIVE')`. From next month-end, auto-depreciation runs. |
 | Step 5 | CWIP balance nonzero post-transfer | A bill was posted to CWIP AFTER step 4a — common when contractor sends final invoice late. Two options: (a) extend the project (post the late bill, re-do step 4 transfer for the additional amount + create a SECOND FA OR update the existing FA cost via `update_fixed_asset`); (b) expense the late bill directly to operating expense if immaterial. |
-| Project abandoned mid-construction | (process — IAS 16.20 / IAS 36.18 impairment) | If asset will not be completed: write off CWIP balance to Loss on Abandoned Project. `create_journal`: Dr Loss on Abandoned Project / Cr Capital Work-in-Progress. Surface to practitioner — auditor will want documentation of the decision. |
+| Project abandoned mid-construction | (process — IAS 16.20 / IAS 36.18 impairment) | If asset will not be completed: write off CWIP balance to Loss on Abandoned Project. `create_journal({capsuleResourceId: <project capsule>, tags: ['abandoned', 'impairment'], internalNotes: '<abandonment date + reason + IAS 36.18 cite>', ...})` — the journal carries the abandonment narrative; the capsule already aggregates every bill + this journal as the audit trail. |
 | Borrowing costs incorrectly capitalized post-completion | (IAS 23 violation) | Per IAS 23.22, capitalization stops when asset is ready for intended use. Any interest capitalized after completion → expense. Reverse via journal: Dr Interest Expense / Cr Capital Work-in-Progress (or the FA if already transferred). |
 
 ---

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "5.4.34",
+  "version": "5.4.36",
   "description": "Clio: Command Line Interface Operator for Jaz AI.",
   "type": "module",
   "bin": {