jaz-clio 5.40.1 → 5.40.3

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.40.1
+version: 5.40.3
 description: >-
   Use this skill whenever you call, debug, or review code that touches the Jaz
   REST API. Covers field names, response shapes, 159 production gotchas, error
@@ -548,4 +548,4 @@ When the user wants to OPEN, SEE, or SHARE something in the Jaz dashboard ("open
 - **jaz-conversion** — Data migration workflows from Xero, QuickBooks, Sage, MYOB, and Excel
 - **jaz-cli** — CLI command reference, auth, output formats, pagination, and workflow patterns
 
-160. **Payment `adjustment` is a CASH-LEG-only correction — it never moves the document balance.** Records an overpayment or a rounding difference on the bank side of a payment: `netCash = paymentAmount -/+ fees +/- adjustmentValue` (fees are deducted from cash received on an invoice and added to cash spent on a bill). AR/AP is untouched, so an overpaid invoice stays PAID with the excess sitting on the account you chose and NO credit note is created. Shape: `adjustment: { adjustmentValue, adjustmentAccountResourceId, adjustmentDescription? }` — signed, non-zero, max 2dp, always FLAT (never a percentage), never taxed. Accepted on `pay_invoice` / `pay_bill` / both credit-note refunds / `update_payment` / both receipt reconciliations. **NOT** on batch payments, and not for `DEBT_WRITE_OFF` / `CLEARING_SETTLEMENT` / `INTER_COMPANY` / `WITHHOLDING_TAX_CERTIFICATE` (those record a settlement, so there is no cash leg). The account must be non-controlled: not AR/AP, not the VAT or FX accounts, not bank/cash, not deposit-linked. **Write/read asymmetry:** you WRITE the nested `adjustment.adjustmentValue` but READ a flat `adjustmentAmount` on the payment record, alongside `adjustmentOrganizationAccountResourceId`. Don't confuse either with `lineItems[].taxVatAdjustment.adjustmentAmount`, which is line-item tax and unrelated. **SET THE ADJUSTMENT WHEN RECORDING THE PAYMENT. On `update_payment` the field is inert.** Verified against production on 2026-08-10: adding one to a payment that has none, changing an existing one, and removing one all return **200 and change nothing**. Omitting it also changes nothing. There is no request shape that works, including `"adjustment": null`. So never tell a user you added, changed or removed an adjustment on an existing payment, and never rely on a 200 here as evidence that it applied. If the value is wrong, the only route today is to delete the payment record and record it again with the correct adjustment. Read the payment back before reporting any adjustment change as done. This is an upstream regression introduced in arap `v10.7.19` on 2026-08-10 and is with the accounting service owner. Before that release an omitted adjustment CLEARED it, so any guidance saying omit-to-clear is doubly stale. One knock-on: `PAYMENT_ADJUSTMENT_CANNOT_CHANGE_WHEN_RECONCILED` can no longer fire through this API at all, so editing the reference on a reconciled adjusted payment now succeeds.
+160. **Payment `adjustment` is a CASH-LEG-only correction — it never moves the document balance.** Records an overpayment or a rounding difference on the bank side of a payment: `netCash = paymentAmount -/+ fees +/- adjustmentValue` (fees are deducted from cash received on an invoice and added to cash spent on a bill). AR/AP is untouched, so an overpaid invoice stays PAID with the excess sitting on the account you chose and NO credit note is created. Shape: `adjustment: { adjustmentValue, adjustmentAccountResourceId, adjustmentDescription? }` — signed, non-zero, max 2dp, always FLAT (never a percentage), never taxed. Accepted on `pay_invoice` / `pay_bill` / both credit-note refunds / `update_payment` / both receipt reconciliations. **NOT** on batch payments, and not for `DEBT_WRITE_OFF` / `CLEARING_SETTLEMENT` / `INTER_COMPANY` / `WITHHOLDING_TAX_CERTIFICATE` (those record a settlement, so there is no cash leg). The account must be non-controlled: not AR/AP, not the VAT or FX accounts, not bank/cash, not deposit-linked. **Write/read asymmetry:** you WRITE the nested `adjustment.adjustmentValue` but READ a flat `adjustmentAmount` on the payment record, alongside `adjustmentOrganizationAccountResourceId`. Don't confuse either with `lineItems[].taxVatAdjustment.adjustmentAmount`, which is line-item tax and unrelated. **On `update_payment`, adding an adjustment and changing an existing one both APPLY.** Both paths verified separately against production on 2026-08-10 on arap `v10.7.20`: changing an existing one moved it 5.00 to 9.00, and adding one to a payment that had none set it to 7.25 with its account and description. `paymentAmount` and `transactionAmount` were untouched in both. **Removing one does NOT work.** `adjustmentValue: 0` is rejected at the edge with a 422, and `"adjustment": null` is indistinguishable from omitting the field, so both leave the stored value unchanged. To remove an adjustment, delete the payment record and record it again without one. An explicit clear flag is being added upstream; zero stays rejected, so omit-to-clear will never be the answer. Because update applies again, `PAYMENT_ADJUSTMENT_CANNOT_CHANGE_WHEN_RECONCILED` is reachable through this API again. Anything written between arap `v10.7.19` and `v10.7.20` describing this field as inert on update is stale.

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.40.1
+version: 5.40.3
 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: 5.40.1
+version: 5.40.3
 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: 5.40.1
+version: 5.40.3
 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: 5.40.1
+version: 5.40.3
 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: 5.40.1
+version: 5.40.3
 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: 5.40.1
+version: 5.40.3
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires

package/cli.mjs

@@ -687,7 +687,7 @@ Call with { operation, arguments${o?`, ${Vl}`:""}${a.length?", file":""}${t?", o
 `+r.map(Gv).join(`
 `)+(t?`
 
-Multiple organizations are accessible: pass org_id (from list_organizations) to target one. Confirm the organization with the user before any create/update/delete.`:""),u={operation:{type:"string",enum:n,description:`The ${e.name} operation to run.`},arguments:{type:"object",description:"Parameters for the chosen operation (see the operation list above). Validated by the Jaz API.",additionalProperties:!0}};return o&&(u[Vl]={type:"string",description:$it}),a.length&&(u.file={type:"object",description:`A file from the conversation, when the client supports passing one. Accepted by: ${a.join(", ")}. The content is fetched server-side \u2014 leave source arguments out of \`arguments\`.`,properties:{download_url:{type:"string",description:"URL the file content can be fetched from (may be temporary)."},file_id:{type:"string",description:"Host-side file identifier."},mime_type:{type:"string"},file_name:{type:"string"}},required:["download_url"]}),t&&(u.org_id={type:"string",description:"The organization (resourceId from list_organizations) to run this operation against. Required when more than one organization is accessible."}),{name:e.name,description:c,inputSchema:{type:"object",properties:u,required:["operation"],additionalProperties:!1},...a.length?{_meta:{"openai/fileParams":["file"]}}:{},annotations:{title:`${e.title??Fvr(e.name)} \xB7 ${r.length} operation${r.length===1?"":"s"}`,readOnlyHint:i,destructiveHint:!i&&s,idempotentHint:i,openWorldHint:!1}}})}function Yit(t){return Qvr.has(t)}function Zde(t,e){let r=Ri.find(o=>o.name===t);if(!r)return{error:`Unknown namespace: ${t}.`};let n=jit(r.groups),i=n.find(o=>o.name===e||o.aliases?.includes(e));return i?{tool:i}:{error:`Unknown operation "${e}" for the ${t} tool.`,operations:n.map(o=>o.name)}}var Qvr,RT=X(()=>{"use strict";ed();td();zv();q8();Qvr=new Set(Ri.map(t=>t.name))});var Hit={};gs(Hit,{loadAgentSuiteContent:()=>qvr});import{readFileSync as Lvr}from"node:fs";import{dirname as Mvr,join as Pvr}from"node:path";import{fileURLToPath as Uvr}from"node:url";function qvr(){return Xde||(Xde=JSON.parse(Lvr(Pvr($vr,"agent-suite-content.json"),"utf8"))),Xde}var $vr,Xde,zit=X(()=>{"use strict";$vr=Mvr(Uvr(import.meta.url)),Xde=null});var Git={};gs(Git,{buildCapabilityMap:()=>Yvr});async function jvr(){try{let{loadAgentSuiteContent:t}=await Promise.resolve().then(()=>(zit(),Hit)),e=t().counts;return{cli_command_groups:e.commands,api_rules:e.apiRules,skills:e.skills,ifrs_recipes:e.recipes,calculators:e.calculators,job_playbooks:e.jobs}}catch{return}}async function Yvr(t={}){if(t.query&&t.query.trim())return P8(t.query);if(t.namespace){let r=Ri.find(i=>i.name===t.namespace);if(!r)return{error:`Unknown namespace "${t.namespace}".`,namespaces:Ri.map(i=>i.name),hint:"Call with no arguments for the full map, or pass `query` to rank operations by keyword."};let n=jv(r.groups);return{namespace:r.name,description:r.description,operations:n.length,operation_list:n.map(Gv),hint:"Call the namespace tool with { operation, arguments }, or execute_tool with the operation name on a meta-tool surface."}}let e=Sy(t.surface,t.multiOrg);return{...e,map:t.full?DT().map(r=>({...r,operation_list:jv(Ri.find(n=>n.name===r.namespace).groups).map(Gv)})):e.map,beyond_mcp:await jvr()}}var Jit=X(()=>{"use strict";ed();RT();zv();Q8()});import{randomUUID as Hvr}from"node:crypto";function dot(t){let e=t.limit,r=t.offset;return{limit:e,offset:r,sortBy:void 0,sortOrder:void 0}}function pr(t,e,r,n,i,o){let s={...ife};return o?.leanView&&(s.view={type:"string",enum:["lean","full"],description:"Payload tier: 'lean' (default) = summary row (id + key scalars); 'full' = whole entity per row (heavier). List lean, then drill in with get_*."}),{name:t,description:e,params:s,required:[],group:r,readOnly:!0,isConcurrencySafe:!0,maxResultSizeChars:5e4,...i?{searchHint:i}:{},execute:async(a,c)=>{let{limit:u,offset:d}=dot(c),f=o?.leanView?c.view==="full"?"full":"lean":void 0;return VD((h,m)=>n(a.client,h,m,f),u,d,f==="lean"?50:20)}}}function xi(t,e,r,n,i){return{name:t,description:e,params:{resourceId:{type:"string",description:"Resource ID (UUID)"}},required:["resourceId"],group:r,readOnly:!0,isConcurrencySafe:!0,maxResultSizeChars:2e4,...i?{searchHint:i}:{},execute:async(o,s)=>n(o.client,s.resourceId)}}function Zvr(t){if(!t||typeof t!="object"||Array.isArray(t))return{};let e=t.data;return e&&typeof e=="object"&&!Array.isArray(e)?e:t}function fot(t,e,r,n){return{...Zvr(t),[e]:!0,[r]:n}}function Vr(t,e,r,n,i,o){let s=o?.verb??"deleted";return{name:t,description:e,params:{resourceId:{type:"string",description:o?.paramDescription??"Resource ID (UUID)"}},required:["resourceId"],group:r,readOnly:!1,isDestructive:!0,...i?{searchHint:i}:{},execute:async(a,c)=>{let u=c.resourceId,d=await n(a.client,u);return fot(d,s,"resourceId",u)}}}function nfe(t,e,r,n,i){return{name:t,description:e,params:{resourceId:{type:"string",description:"Resource ID (UUID)"}},required:["resourceId"],group:r,readOnly:!1,...i?.destructive?{isDestructive:!0}:{},...i?.searchHint?{searchHint:i.searchHint}:{},execute:async(o,s)=>n(o.client,s.resourceId)}}function rot(t){if(typeof t!="string"||/^\d{4}-\d{2}-\d{2}$/.test(t))return t;let e=/^(\d{4}-\d{2}-\d{2})T/.exec(t);return e?e[1]:t}function e0r(t){return Array.isArray(t)?t.map(e=>{let r={};for(let[n,i]of Object.entries(e))if(i!=null)if(n==="organizationAccountResourceId")r.accountResourceId=i;else if(n==="taxProfile"&&typeof i=="object"&&i!==null){let o=i.resourceId;o&&(r.taxProfileResourceId=o)}else if(n==="discount"&&typeof i=="object"&&i!==null){let o=i.rateValue;o&&Number(o)!==0&&(r.discount=i)}else Kvr.has(n)&&(r[n]=i);return r}):t}async function BT(t,e,r,n){let s=(await(e==="invoice"?Ns:e==="bill"?Ds:e==="customer_credit_note"?kl:Nl)(t,r)).data,a=Xvr[e],c={};for(let[p,h]of Object.entries(s))a.has(p)&&h!==null&&h!==void 0&&(c[p]=h);c.valueDate&&(c.valueDate=rot(c.valueDate)),c.dueDate&&(c.dueDate=rot(c.dueDate)),c.lineItems&&(c.lineItems=e0r(c.lineItems));for(let[p,h]of Object.entries(n))h!==void 0&&(c[p]=h);let u=e==="invoice"?Jc:e==="bill"?fa:no,{missingFields:d,ready:f}=$s(c,u);if(!f)throw new Error(`Cannot finalize: missing ${d.join(", ")}. Use search_accounts (filter by accountType) and search_contacts to resolve, then pass the missing fields to this tool.`);return c}async function not(t,e,r,n){if((await t(e,r)).data.status==="DRAFT")throw new Error(`Cannot pay a DRAFT ${n}. Finalize it first with finalize_${n}.`)}function z8(t,e,r){if(!(typeof t=="string"&&e.includes(t)))return{error:`Unknown documentType ${JSON.stringify(t)}.`,status:422,hint:`Use one of: ${e.join(", ")}.`,repair:{tool:r,arguments:{},reason:"Pass a supported documentType."}}}function sot(t,e,r){let n=oot[t];if(!n)return{error:`Unknown documentType "${t}".`,status:422,hint:`Valid document types: ${Object.keys(oot).join(", ")}.`,repair:{tool:r,arguments:{},reason:"Pass a supported documentType."}};if(!n.includes(e)){let i=n.includes("ACCEPT")?"ACCEPT":"CONFIRM";return{error:`Action "${e}" is not valid for ${t}. Valid actions: ${n.join(", ")}.`,status:422,hint:`${t} advances its lifecycle with ${i}, not ${e}.`,repair:{tool:r,arguments:{documentType:t,action:i},reason:`${t} is advanced with ${i}.`}}}}async function aot(t,e,r,n,i,o,s){let a;try{a=(await e(t,r)).data?.status}catch{return}if(a==="DRAFT"||a==="VOID"){let c=a==="DRAFT"?`A DRAFT ${n} can't be linked or accepted \u2014 issue it by creating the ${n} with saveAsDraft:false (status ${s}), then link the order to that one.`:`A VOID ${n} can't be used \u2014 create a fresh ${n} (saveAsDraft:false) and link to it.`;return{error:`Cannot create an order linked to a ${a} ${n} (${r}).`,status:422,hint:`Pre-flight guard \u2014 request never hit the API. ${c}`,repair:{tool:o,arguments:{documentType:i,saveAsDraft:!1},reason:c}}}}async function cot(t,e,r,n,i,o){let s;try{s=(await e(t,r)).data?.status}catch{return}if(s==="VOID")return{error:`Cannot convert a VOID ${n} (${r}) into a ${i}.`,status:422,hint:`Pre-flight guard \u2014 request never hit the API. Convert a non-VOID ${n}.`,repair:{tool:o,arguments:{},reason:`The source ${n} is VOID.`}}}async function lot(t,e,r,n,i){let o;try{o=(await e(t,r,n)).data?.status}catch{return}if(o&&o!=="DRAFT")return{error:`Cannot DELETE a ${o} ${r} \u2014 delete is only allowed on DRAFT records.`,status:422,hint:"Use action VOID to cancel a non-draft quote/request/order.",repair:{tool:i,arguments:{documentType:r,resourceId:n,action:"VOID"},reason:`${r} is ${o}; void it instead of deleting.`}}}var Wa,Eo,Wl,bo,li,rd,Y8,xy,zvr,Kde,ky,Gvr,Jvr,efe,Vit,Wit,tfe,ife,hm,rfe,Zit,Xit,Kit,eot,Oi,tot,xT,Vvr,By,pa,uot,nd,Ty,Ny,Wvr,Xvr,Kvr,TT,kT,H8,iot,oot,Rf,G8=X(()=>{"use strict";oP();gC();SLe();NLe();GD();wa();dr();Pn();fF();sA();xE();NMe();LMe();Vf();eg();vd();vX();wX();_C();_X();bp();gF();OF();Nw();DX();rPe();U2();G2();K2();vnt();Ow();UF();Pw();vH();qw();FP();kH();Kue();ede();GH();tde();ude();hde();eit();bp();fT();mde();Ade();oz();pit();wde();_de();Dde();git();xde();fm();_z();tD();Bde();Tde();jw();M5();bit();Dit();Rit();pX();xit();Ode();Hz();Fde();Qde();Lde();Mde();Pde();Ude();$de();qde();Vf();eg();vd();U2();G2();_C();Hz();Sa();jde();Hde();dr();Jde();Lit();Wa={type:"string",description:"Resource ID of the record"},Eo={type:"string",description:"Transaction date (YYYY-MM-DD)"},Wl={type:"string",description:"Due date (YYYY-MM-DD)"},bo={type:"string",description:"Reference number"},li={type:"string",description:"Notes or memo text"},rd={type:"string",description:"Tag name for categorization"},Y8={type:"boolean",description:"Save as draft (default true). Set false to finalize immediately."},xy={type:"boolean",description:"Return full entity (default: minimal {resourceId} only). Saves a follow-up get_* round trip."},zvr={type:"boolean",description:"Retry-only: set true after the duplicate guard surfaced a candidate and the user confirmed this is a separate document. Never on a first attempt."},Kde={type:"string",description:"Contact resourceId (customer or supplier)"},ky={type:"string",description:"Bank/cash account resourceId"},Gvr={type:"number",description:"Payment amount (in bank currency)"},Jvr={type:"string",description:"Period start date (YYYY-MM-DD)"},efe={type:"string",description:"Period end date (YYYY-MM-DD)"},Vit={type:"string",enum:["full","aggregate"],description:`Output detail (default 'full'). 'aggregate' returns a compact aging-bucket summary (current, <1 month, 1/2/3 months, older + total outstanding + contact count). Prefer 'aggregate' for a general or unqualified report request (e.g. "show me my aged receivables", "my AR report") \u2014 it's the at-a-glance overview a chat user expects and it won't truncate on large orgs. Use 'full' only when the user explicitly asks for the per-contact (customer/supplier) breakdown for deeper analysis.`},Wit={type:"string",description:"Currency code (e.g. SGD, USD)"},tfe={type:"string",description:"Display name"},ife={limit:{type:"number",description:"Max results per page (\u22641000)."},offset:{type:"number",description:"Page offset (0-indexed). Use with limit to paginate."}},hm={type:"object",properties:{sourceCurrency:{type:"string",description:"Foreign currency code (ISO 4217)."},exchangeRate:{type:"number",description:'Base\u2192source: N where 1 org-base unit = N sourceCurrency. Invert ONLY if your quote reads "1 source = X base" (send 1/X), or declare rateDirection and skip the arithmetic. Omit for the org/platform rate.'},rateDirection:{type:"string",enum:["FUNCTIONAL_TO_SOURCE","SOURCE_TO_FUNCTIONAL"],description:"How exchangeRate reads. SOURCE_TO_FUNCTIONAL accepts a bank quote verbatim. Default FUNCTIONAL_TO_SOURCE."}}},rfe={type:"string",enum:[...jd],description:"Entity type to export"},Zit={type:"string",description:'Structured search query using dashboard syntax (e.g., "status:unpaid $500+ date:this month"). Mutually exclusive with filter \u2014 pass one or the other, never both.'},Xit={type:"object",description:'Raw JSON filter object (e.g., {"status":{"in":["UNPAID"]}}). Mutually exclusive with query \u2014 pass one or the other, never both.'},Kit={type:"array",items:{type:"object",properties:{path:{type:"string",description:"Column path from get_export_columns (e.g., s.reference)"},header:{type:"string",description:"Column header label in the export file"},type:{type:"string",enum:["STRING","NUMBER","CURRENCY","DATE","BOOLEAN"],description:"Column data type (optional)"}},required:["path","header"]},description:"Custom column definitions. Omit to use default columns. Use get_export_columns to discover available paths."},eot={type:"object",properties:{field:{type:"string",description:"Column path to sort by (e.g., s.total_amount)"},direction:{type:"string",enum:["ASC","DESC"],description:"Sort direction"}},required:["field"],description:"Sort results by a column path."},Oi={type:"array",items:{type:"object",properties:{customFieldName:{type:"string"},actualValue:{type:"string"}}},description:'Custom field values: [{ customFieldName: "PO Number", actualValue: "PO-123" }]'},tot={type:"array",description:"Full replacement line-item set \u2014 non-empty REPLACES all lines, [] clears, omit = no change. claimTypeResourceId + name + unitPrice + quantity are required at submit time.",items:{type:"object",properties:{resourceId:{type:"string",description:"Existing line resourceId (omit to add a new line)"},claimTypeResourceId:{type:"string",description:"Claim type resourceId"},name:{type:"string",description:"Line name"},description:{type:"string",description:"Line description"},unitPrice:{type:"number",description:"Unit price"},quantity:{type:"number",description:"Quantity"},currency:{type:"string",description:"Line currency (ISO 4217; falls back to header)"},itemSubTotal:{type:"number",description:"Line subtotal (unitPrice \xD7 quantity)"}}}},xT={type:"array",items:{type:"string"},description:"Claim resourceIds (1-500)"},Vvr={type:"array",items:{type:"object",properties:{resourceId:{type:"string",description:"Capsule type resourceId"},type:{type:"string",enum:["invoice","bill"],description:"Resource type"},selectedClasses:{type:"array",items:{type:"object",properties:{className:{type:"string"},resourceId:Wa}}},printable:{type:"boolean"}}},description:"Nano classifier config for line items. Each entry links a capsule type with selected classes."},By={type:"array",items:{type:"object",properties:{accountResourceId:{type:"string",description:"Account resourceId"},type:{type:"string",enum:["DEBIT","CREDIT"],description:"Debit or credit"},amount:{type:"number",description:"Amount"},description:{type:"string",description:"Line description"}},required:["accountResourceId","type","amount"]},description:"Journal entries (debit/credit lines with accountResourceId, type, amount)"},pa={type:"array",items:{type:"object",properties:{name:{type:"string",description:"Line item description/name"},quantity:{type:"number"},unitPrice:{type:"number"},accountResourceId:ky,taxProfileResourceId:{type:"string"},classifierConfig:Vvr},required:["name","quantity","unitPrice"]},description:"Line items \u2014 include accountResourceId on each line when finalizing (saveAsDraft: false)"},uot={type:"array",items:{type:"object",properties:{slotKey:{type:"string",description:"Slot from get_capsule_recipe templateSlots[]."},template:{type:"string",description:"Text with {{vars}} for that slot; empty string clears a nullable slot. Max 2000."}},required:["slotKey"]},description:"Optional. Customize recipe-generated text via published slots (see get_capsule_recipe)."},nd={type:"object",description:"Optional IFRS recipe trigger. Mutex with capsuleResourceId. Silent-null on failure \u2014 preview_capsule_recipe first. Rule 143.",properties:{recipeName:{type:"string",enum:["LOAN_AMORTIZATION","ACCRUAL_REVERSAL","PREPAID_AMORTIZATION","DEFERRED_REVENUE","IFRS16_LEASE"],description:"Must match mutation's allowedBaseTransactionTypes (see list_capsule_recipes)."},recipeVersion:{type:"number",description:"Optional version pin."},inputs:{type:"object",description:"Schema at versions[0].inputSchema. Single-currency; *AccountResourceId x-accountClass-locked."},templateOverrides:uot},required:["recipeName","inputs"]},Ty={type:"string",enum:[...oMe],description:"Payment method (default BANK_TRANSFER)"},Ny={type:"object",description:"Cash-leg adjustment (overpayment/rounding). Bank leg only, never AR/AP. Not with DEBT_WRITE_OFF/CLEARING_SETTLEMENT/INTER_COMPANY/WITHHOLDING_TAX_CERTIFICATE. See rule 160.",properties:{adjustmentValue:{type:"number",description:"Signed, non-zero, max 2dp"},adjustmentAccountResourceId:{type:"string",description:"Non-controlled account, not bank/cash"},adjustmentDescription:{type:"string",description:"Optional"}},required:["adjustmentValue","adjustmentAccountResourceId"]},Wvr={...Ny,description:"INERT on this endpoint since 2026-08-10: adding, changing or removing an adjustment all return 200 and do nothing (verified in production). Set it when RECORDING the payment instead. Never report an adjustment change here as done. Upstream regression, fix pending. See rule 160."};Xvr={invoice:new Set(["reference","valueDate","dueDate","contactResourceId","lineItems","notes","invoiceNotes","internalNotes","tag","tags","isTaxVatApplicable","isTaxVATApplicable","taxInclusion","terms","currency","customFields","capsuleResourceId","capsuleRecipe","taxProfileResourceId","customerPaymentProfileResourceId"]),bill:new Set(["reference","valueDate","dueDate","contactResourceId","lineItems","invoiceNotes","internalNotes","tag","tags","isTaxVatApplicable","isTaxVATApplicable","taxInclusion","terms","currency","customFields","capsuleResourceId","capsuleRecipe","taxProfileResourceId"]),customer_credit_note:new Set(["reference","valueDate","contactResourceId","lineItems","invoiceNotes","tag","tags","isTaxVatApplicable","isTaxVATApplicable","taxInclusion","currency","customFields","capsuleResourceId","taxProfileResourceId"]),supplier_credit_note:new Set(["reference","valueDate","contactResourceId","lineItems","invoiceNotes","tag","tags","isTaxVatApplicable","isTaxVATApplicable","taxInclusion","currency","customFields","capsuleResourceId","taxProfileResourceId"])};Kvr=new Set(["name","quantity","unitPrice","unit","accountResourceId","taxProfileResourceId","description","classifierConfig","itemResourceId","discount"]);TT={type:"string",enum:["SALE_QUOTE","SALE_ORDER"],description:"Which sales document: SALE_QUOTE (estimate) or SALE_ORDER."},kT={type:"string",enum:["PURCHASE_REQUEST","PURCHASE_ORDER"],description:"Which purchase document: PURCHASE_REQUEST (requisition) or PURCHASE_ORDER."},H8={type:"number",description:"Payment terms in days (one of 0, 7, 15, 30, 45, 60)."},iot={type:"string",enum:["ACCEPT","CONFIRM","VOID","DELETE"],description:"Lifecycle action. ACCEPT=quote/request only; CONFIRM=order only; VOID=any non-draft; DELETE=draft only."},oot={SALE_QUOTE:["ACCEPT","VOID","DELETE"],SALE_ORDER:["CONFIRM","VOID","DELETE"],PURCHASE_REQUEST:["ACCEPT","VOID","DELETE"],PURCHASE_ORDER:["CONFIRM","VOID","DELETE"]};Rf=[{name:"get_organization",description:"Get organization details: name, base currency, country, and financial year end.",params:{},required:[],group:"organization",readOnly:!0,searchHint:"get organization details currency country fiscal year",isConcurrencySafe:!0,maxResultSizeChars:2e4,execute:async t=>_a(t.client)},{name:"get_my_context",description:"Resolve the CALLER's own context \u2014 identity, the employee bound to their login (if any), and per-module access (moduleRoles). Use to route a receipt (bill if PURCHASES access, expense claim if EMPLOYEE_CLAIMS access). A service api-key usually has no bound employee. Magic claim drafts auto-bind the uploader server-side \u2014 no need to read employee.resourceId to bind one.",params:{},required:[],group:"organization",readOnly:!0,searchHint:"who am i my employee my permissions module roles what can i do self caller capabilities bills claims",isConcurrencySafe:!0,maxResultSizeChars:2e4,execute:async t=>Sve(t.client)},pr("list_accounts","List chart of accounts. Returns account name, code, type, class, status. Paginated \u2014 response includes totalElements. Use limit/offset to page.","accounts",(t,e,r)=>wd(t,{limit:r,offset:e}),"list chart of accounts with code type class status"),Vt({name:"search_accounts",description:'Search chart of accounts. For OR (name or code), use filter: {"or":{"name":{"contains":"X"},"code":{"contains":"X"}}}.',group:"accounts",fields:FS,defaults:QS,fetcher:RE,searchHint:"find accounts chart of accounts CoA by name code type class status OR search"}),{name:"create_account",description:"Create a new chart of accounts entry. Auto-checks for duplicates by name \u2014 returns existing account if found. Code must be unique. Account class is inferred from accountType.",params:{name:{type:"string",description:"Account name"},code:{type:"string",description:"Account code (unique)"},accountType:{type:"string",description:'Exact API string. Classic 12: Bank Accounts | Cash | Current Asset | Fixed Asset | Inventory | Current Liability | Non-current Liability | Shareholders Equity | Operating Revenue | Other Revenue | Operating Expense | Direct Costs. IFRS 18 (effective 2027): Discontinued Expense | Discontinued Income | Finance Cost | Financing Income | Goodwill | Income Tax Expense | Investing Expense | Investing Income | Investment. Common variants normalized client-side. For "interest expense"/"interest income", pick Financing or Investing yourself \u2014 depends on entity main business activity, NOT auto-classified.'},currencyCode:{type:"string",description:'Currency code (e.g., "SGD")'},lockDate:{type:"string",description:"Period lock date (YYYY-MM-DD, org timezone). Blocks recording or modifying any GL transaction on this account on or before this date."}},required:["name","code","accountType"],group:"accounts",readOnly:!1,searchHint:"create new chart of accounts entry with type code lock date",execute:async(t,e)=>{let r=e.name,n=await a1(t.client,r);if(n)return{_guard:"duplicate_skipped",message:`Account "${r}" already exists.`,existing:n};let i=BE(e.accountType);return Bw(t.client,{code:e.code,name:r,accountType:i,currencyCode:e.currencyCode,lockDate:e.lockDate})}},{name:"update_account",description:"Update a chart of accounts entry \u2014 rename, re-code, set its period lock date, or remove an existing lock date. Setting lockDate (YYYY-MM-DD) is how an individual ledger account is locked for a period: it blocks recording or editing any transaction on that account dated on or before the lock date. Pass clearLockDate to remove (unlock) an existing lock.",params:{resourceId:{type:"string",description:"Account resourceId"},name:{type:"string",description:"New account name"},code:{type:"string",description:"New account code"},lockDate:{type:"string",description:"Period lock date (YYYY-MM-DD, org timezone). Blocks recording or modifying any GL transaction on this account on or before this date."},clearLockDate:{type:"boolean",description:"Set true to remove an existing period lock date (unlock the period). Use when the user asks to remove, delete, clear, lift, or unset the lock. Do not also pass lockDate."}},required:["resourceId"],group:"accounts",readOnly:!1,searchHint:"update rename chart of accounts entry name code lock date unlock remove clear lock",execute:async(t,e)=>{let r=e.resourceId,n=(await Kve(t.client,r)).data,o=Object.fromEntries(["name","code","classificationType","taxProfileResourceId","currency","description"].filter(a=>n[a]!==void 0&&n[a]!==null).map(a=>[a,n[a]]));!o.classificationType&&n.accountType&&(o.classificationType=n.accountType);let s=e.clearLockDate===!0;if(s&&e.lockDate!==void 0)throw new Error("clearLockDate and lockDate are mutually exclusive \u2014 pass one or the other.");return!s&&typeof n.accountLockDate=="string"&&n.accountLockDate&&(o.lockDate=n.accountLockDate.slice(0,10)),e.name!==void 0&&(o.name=e.name),e.code!==void 0&&(o.code=e.code),!s&&e.lockDate!==void 0&&(o.lockDate=e.lockDate),e0e(t.client,r,o)}},{name:"bulk_upsert_chart_of_accounts",description:`Bulk create/update CoA entries (max 500). SYNC: returns { resourceIds, failedRows: [{rowIndex, columnName, columnValue, errorCode, errorMessage}], failedCount } \u2014 no jobId polling. PARTIAL_SUCCESS: failed rows surface in failedRows[]; others still succeed.
+Multiple organizations are accessible: pass org_id (from list_organizations) to target one. Confirm the organization with the user before any create/update/delete.`:""),u={operation:{type:"string",enum:n,description:`The ${e.name} operation to run.`},arguments:{type:"object",description:"Parameters for the chosen operation (see the operation list above). Validated by the Jaz API.",additionalProperties:!0}};return o&&(u[Vl]={type:"string",description:$it}),a.length&&(u.file={type:"object",description:`A file from the conversation, when the client supports passing one. Accepted by: ${a.join(", ")}. The content is fetched server-side \u2014 leave source arguments out of \`arguments\`.`,properties:{download_url:{type:"string",description:"URL the file content can be fetched from (may be temporary)."},file_id:{type:"string",description:"Host-side file identifier."},mime_type:{type:"string"},file_name:{type:"string"}},required:["download_url"]}),t&&(u.org_id={type:"string",description:"The organization (resourceId from list_organizations) to run this operation against. Required when more than one organization is accessible."}),{name:e.name,description:c,inputSchema:{type:"object",properties:u,required:["operation"],additionalProperties:!1},...a.length?{_meta:{"openai/fileParams":["file"]}}:{},annotations:{title:`${e.title??Fvr(e.name)} \xB7 ${r.length} operation${r.length===1?"":"s"}`,readOnlyHint:i,destructiveHint:!i&&s,idempotentHint:i,openWorldHint:!1}}})}function Yit(t){return Qvr.has(t)}function Zde(t,e){let r=Ri.find(o=>o.name===t);if(!r)return{error:`Unknown namespace: ${t}.`};let n=jit(r.groups),i=n.find(o=>o.name===e||o.aliases?.includes(e));return i?{tool:i}:{error:`Unknown operation "${e}" for the ${t} tool.`,operations:n.map(o=>o.name)}}var Qvr,RT=X(()=>{"use strict";ed();td();zv();q8();Qvr=new Set(Ri.map(t=>t.name))});var Hit={};gs(Hit,{loadAgentSuiteContent:()=>qvr});import{readFileSync as Lvr}from"node:fs";import{dirname as Mvr,join as Pvr}from"node:path";import{fileURLToPath as Uvr}from"node:url";function qvr(){return Xde||(Xde=JSON.parse(Lvr(Pvr($vr,"agent-suite-content.json"),"utf8"))),Xde}var $vr,Xde,zit=X(()=>{"use strict";$vr=Mvr(Uvr(import.meta.url)),Xde=null});var Git={};gs(Git,{buildCapabilityMap:()=>Yvr});async function jvr(){try{let{loadAgentSuiteContent:t}=await Promise.resolve().then(()=>(zit(),Hit)),e=t().counts;return{cli_command_groups:e.commands,api_rules:e.apiRules,skills:e.skills,ifrs_recipes:e.recipes,calculators:e.calculators,job_playbooks:e.jobs}}catch{return}}async function Yvr(t={}){if(t.query&&t.query.trim())return P8(t.query);if(t.namespace){let r=Ri.find(i=>i.name===t.namespace);if(!r)return{error:`Unknown namespace "${t.namespace}".`,namespaces:Ri.map(i=>i.name),hint:"Call with no arguments for the full map, or pass `query` to rank operations by keyword."};let n=jv(r.groups);return{namespace:r.name,description:r.description,operations:n.length,operation_list:n.map(Gv),hint:"Call the namespace tool with { operation, arguments }, or execute_tool with the operation name on a meta-tool surface."}}let e=Sy(t.surface,t.multiOrg);return{...e,map:t.full?DT().map(r=>({...r,operation_list:jv(Ri.find(n=>n.name===r.namespace).groups).map(Gv)})):e.map,beyond_mcp:await jvr()}}var Jit=X(()=>{"use strict";ed();RT();zv();Q8()});import{randomUUID as Hvr}from"node:crypto";function dot(t){let e=t.limit,r=t.offset;return{limit:e,offset:r,sortBy:void 0,sortOrder:void 0}}function pr(t,e,r,n,i,o){let s={...ife};return o?.leanView&&(s.view={type:"string",enum:["lean","full"],description:"Payload tier: 'lean' (default) = summary row (id + key scalars); 'full' = whole entity per row (heavier). List lean, then drill in with get_*."}),{name:t,description:e,params:s,required:[],group:r,readOnly:!0,isConcurrencySafe:!0,maxResultSizeChars:5e4,...i?{searchHint:i}:{},execute:async(a,c)=>{let{limit:u,offset:d}=dot(c),f=o?.leanView?c.view==="full"?"full":"lean":void 0;return VD((h,m)=>n(a.client,h,m,f),u,d,f==="lean"?50:20)}}}function xi(t,e,r,n,i){return{name:t,description:e,params:{resourceId:{type:"string",description:"Resource ID (UUID)"}},required:["resourceId"],group:r,readOnly:!0,isConcurrencySafe:!0,maxResultSizeChars:2e4,...i?{searchHint:i}:{},execute:async(o,s)=>n(o.client,s.resourceId)}}function Zvr(t){if(!t||typeof t!="object"||Array.isArray(t))return{};let e=t.data;return e&&typeof e=="object"&&!Array.isArray(e)?e:t}function fot(t,e,r,n){return{...Zvr(t),[e]:!0,[r]:n}}function Vr(t,e,r,n,i,o){let s=o?.verb??"deleted";return{name:t,description:e,params:{resourceId:{type:"string",description:o?.paramDescription??"Resource ID (UUID)"}},required:["resourceId"],group:r,readOnly:!1,isDestructive:!0,...i?{searchHint:i}:{},execute:async(a,c)=>{let u=c.resourceId,d=await n(a.client,u);return fot(d,s,"resourceId",u)}}}function nfe(t,e,r,n,i){return{name:t,description:e,params:{resourceId:{type:"string",description:"Resource ID (UUID)"}},required:["resourceId"],group:r,readOnly:!1,...i?.destructive?{isDestructive:!0}:{},...i?.searchHint?{searchHint:i.searchHint}:{},execute:async(o,s)=>n(o.client,s.resourceId)}}function rot(t){if(typeof t!="string"||/^\d{4}-\d{2}-\d{2}$/.test(t))return t;let e=/^(\d{4}-\d{2}-\d{2})T/.exec(t);return e?e[1]:t}function e0r(t){return Array.isArray(t)?t.map(e=>{let r={};for(let[n,i]of Object.entries(e))if(i!=null)if(n==="organizationAccountResourceId")r.accountResourceId=i;else if(n==="taxProfile"&&typeof i=="object"&&i!==null){let o=i.resourceId;o&&(r.taxProfileResourceId=o)}else if(n==="discount"&&typeof i=="object"&&i!==null){let o=i.rateValue;o&&Number(o)!==0&&(r.discount=i)}else Kvr.has(n)&&(r[n]=i);return r}):t}async function BT(t,e,r,n){let s=(await(e==="invoice"?Ns:e==="bill"?Ds:e==="customer_credit_note"?kl:Nl)(t,r)).data,a=Xvr[e],c={};for(let[p,h]of Object.entries(s))a.has(p)&&h!==null&&h!==void 0&&(c[p]=h);c.valueDate&&(c.valueDate=rot(c.valueDate)),c.dueDate&&(c.dueDate=rot(c.dueDate)),c.lineItems&&(c.lineItems=e0r(c.lineItems));for(let[p,h]of Object.entries(n))h!==void 0&&(c[p]=h);let u=e==="invoice"?Jc:e==="bill"?fa:no,{missingFields:d,ready:f}=$s(c,u);if(!f)throw new Error(`Cannot finalize: missing ${d.join(", ")}. Use search_accounts (filter by accountType) and search_contacts to resolve, then pass the missing fields to this tool.`);return c}async function not(t,e,r,n){if((await t(e,r)).data.status==="DRAFT")throw new Error(`Cannot pay a DRAFT ${n}. Finalize it first with finalize_${n}.`)}function z8(t,e,r){if(!(typeof t=="string"&&e.includes(t)))return{error:`Unknown documentType ${JSON.stringify(t)}.`,status:422,hint:`Use one of: ${e.join(", ")}.`,repair:{tool:r,arguments:{},reason:"Pass a supported documentType."}}}function sot(t,e,r){let n=oot[t];if(!n)return{error:`Unknown documentType "${t}".`,status:422,hint:`Valid document types: ${Object.keys(oot).join(", ")}.`,repair:{tool:r,arguments:{},reason:"Pass a supported documentType."}};if(!n.includes(e)){let i=n.includes("ACCEPT")?"ACCEPT":"CONFIRM";return{error:`Action "${e}" is not valid for ${t}. Valid actions: ${n.join(", ")}.`,status:422,hint:`${t} advances its lifecycle with ${i}, not ${e}.`,repair:{tool:r,arguments:{documentType:t,action:i},reason:`${t} is advanced with ${i}.`}}}}async function aot(t,e,r,n,i,o,s){let a;try{a=(await e(t,r)).data?.status}catch{return}if(a==="DRAFT"||a==="VOID"){let c=a==="DRAFT"?`A DRAFT ${n} can't be linked or accepted \u2014 issue it by creating the ${n} with saveAsDraft:false (status ${s}), then link the order to that one.`:`A VOID ${n} can't be used \u2014 create a fresh ${n} (saveAsDraft:false) and link to it.`;return{error:`Cannot create an order linked to a ${a} ${n} (${r}).`,status:422,hint:`Pre-flight guard \u2014 request never hit the API. ${c}`,repair:{tool:o,arguments:{documentType:i,saveAsDraft:!1},reason:c}}}}async function cot(t,e,r,n,i,o){let s;try{s=(await e(t,r)).data?.status}catch{return}if(s==="VOID")return{error:`Cannot convert a VOID ${n} (${r}) into a ${i}.`,status:422,hint:`Pre-flight guard \u2014 request never hit the API. Convert a non-VOID ${n}.`,repair:{tool:o,arguments:{},reason:`The source ${n} is VOID.`}}}async function lot(t,e,r,n,i){let o;try{o=(await e(t,r,n)).data?.status}catch{return}if(o&&o!=="DRAFT")return{error:`Cannot DELETE a ${o} ${r} \u2014 delete is only allowed on DRAFT records.`,status:422,hint:"Use action VOID to cancel a non-draft quote/request/order.",repair:{tool:i,arguments:{documentType:r,resourceId:n,action:"VOID"},reason:`${r} is ${o}; void it instead of deleting.`}}}var Wa,Eo,Wl,bo,li,rd,Y8,xy,zvr,Kde,ky,Gvr,Jvr,efe,Vit,Wit,tfe,ife,hm,rfe,Zit,Xit,Kit,eot,Oi,tot,xT,Vvr,By,pa,uot,nd,Ty,Ny,Wvr,Xvr,Kvr,TT,kT,H8,iot,oot,Rf,G8=X(()=>{"use strict";oP();gC();SLe();NLe();GD();wa();dr();Pn();fF();sA();xE();NMe();LMe();Vf();eg();vd();vX();wX();_C();_X();bp();gF();OF();Nw();DX();rPe();U2();G2();K2();vnt();Ow();UF();Pw();vH();qw();FP();kH();Kue();ede();GH();tde();ude();hde();eit();bp();fT();mde();Ade();oz();pit();wde();_de();Dde();git();xde();fm();_z();tD();Bde();Tde();jw();M5();bit();Dit();Rit();pX();xit();Ode();Hz();Fde();Qde();Lde();Mde();Pde();Ude();$de();qde();Vf();eg();vd();U2();G2();_C();Hz();Sa();jde();Hde();dr();Jde();Lit();Wa={type:"string",description:"Resource ID of the record"},Eo={type:"string",description:"Transaction date (YYYY-MM-DD)"},Wl={type:"string",description:"Due date (YYYY-MM-DD)"},bo={type:"string",description:"Reference number"},li={type:"string",description:"Notes or memo text"},rd={type:"string",description:"Tag name for categorization"},Y8={type:"boolean",description:"Save as draft (default true). Set false to finalize immediately."},xy={type:"boolean",description:"Return full entity (default: minimal {resourceId} only). Saves a follow-up get_* round trip."},zvr={type:"boolean",description:"Retry-only: set true after the duplicate guard surfaced a candidate and the user confirmed this is a separate document. Never on a first attempt."},Kde={type:"string",description:"Contact resourceId (customer or supplier)"},ky={type:"string",description:"Bank/cash account resourceId"},Gvr={type:"number",description:"Payment amount (in bank currency)"},Jvr={type:"string",description:"Period start date (YYYY-MM-DD)"},efe={type:"string",description:"Period end date (YYYY-MM-DD)"},Vit={type:"string",enum:["full","aggregate"],description:`Output detail (default 'full'). 'aggregate' returns a compact aging-bucket summary (current, <1 month, 1/2/3 months, older + total outstanding + contact count). Prefer 'aggregate' for a general or unqualified report request (e.g. "show me my aged receivables", "my AR report") \u2014 it's the at-a-glance overview a chat user expects and it won't truncate on large orgs. Use 'full' only when the user explicitly asks for the per-contact (customer/supplier) breakdown for deeper analysis.`},Wit={type:"string",description:"Currency code (e.g. SGD, USD)"},tfe={type:"string",description:"Display name"},ife={limit:{type:"number",description:"Max results per page (\u22641000)."},offset:{type:"number",description:"Page offset (0-indexed). Use with limit to paginate."}},hm={type:"object",properties:{sourceCurrency:{type:"string",description:"Foreign currency code (ISO 4217)."},exchangeRate:{type:"number",description:'Base\u2192source: N where 1 org-base unit = N sourceCurrency. Invert ONLY if your quote reads "1 source = X base" (send 1/X), or declare rateDirection and skip the arithmetic. Omit for the org/platform rate.'},rateDirection:{type:"string",enum:["FUNCTIONAL_TO_SOURCE","SOURCE_TO_FUNCTIONAL"],description:"How exchangeRate reads. SOURCE_TO_FUNCTIONAL accepts a bank quote verbatim. Default FUNCTIONAL_TO_SOURCE."}}},rfe={type:"string",enum:[...jd],description:"Entity type to export"},Zit={type:"string",description:'Structured search query using dashboard syntax (e.g., "status:unpaid $500+ date:this month"). Mutually exclusive with filter \u2014 pass one or the other, never both.'},Xit={type:"object",description:'Raw JSON filter object (e.g., {"status":{"in":["UNPAID"]}}). Mutually exclusive with query \u2014 pass one or the other, never both.'},Kit={type:"array",items:{type:"object",properties:{path:{type:"string",description:"Column path from get_export_columns (e.g., s.reference)"},header:{type:"string",description:"Column header label in the export file"},type:{type:"string",enum:["STRING","NUMBER","CURRENCY","DATE","BOOLEAN"],description:"Column data type (optional)"}},required:["path","header"]},description:"Custom column definitions. Omit to use default columns. Use get_export_columns to discover available paths."},eot={type:"object",properties:{field:{type:"string",description:"Column path to sort by (e.g., s.total_amount)"},direction:{type:"string",enum:["ASC","DESC"],description:"Sort direction"}},required:["field"],description:"Sort results by a column path."},Oi={type:"array",items:{type:"object",properties:{customFieldName:{type:"string"},actualValue:{type:"string"}}},description:'Custom field values: [{ customFieldName: "PO Number", actualValue: "PO-123" }]'},tot={type:"array",description:"Full replacement line-item set \u2014 non-empty REPLACES all lines, [] clears, omit = no change. claimTypeResourceId + name + unitPrice + quantity are required at submit time.",items:{type:"object",properties:{resourceId:{type:"string",description:"Existing line resourceId (omit to add a new line)"},claimTypeResourceId:{type:"string",description:"Claim type resourceId"},name:{type:"string",description:"Line name"},description:{type:"string",description:"Line description"},unitPrice:{type:"number",description:"Unit price"},quantity:{type:"number",description:"Quantity"},currency:{type:"string",description:"Line currency (ISO 4217; falls back to header)"},itemSubTotal:{type:"number",description:"Line subtotal (unitPrice \xD7 quantity)"}}}},xT={type:"array",items:{type:"string"},description:"Claim resourceIds (1-500)"},Vvr={type:"array",items:{type:"object",properties:{resourceId:{type:"string",description:"Capsule type resourceId"},type:{type:"string",enum:["invoice","bill"],description:"Resource type"},selectedClasses:{type:"array",items:{type:"object",properties:{className:{type:"string"},resourceId:Wa}}},printable:{type:"boolean"}}},description:"Nano classifier config for line items. Each entry links a capsule type with selected classes."},By={type:"array",items:{type:"object",properties:{accountResourceId:{type:"string",description:"Account resourceId"},type:{type:"string",enum:["DEBIT","CREDIT"],description:"Debit or credit"},amount:{type:"number",description:"Amount"},description:{type:"string",description:"Line description"}},required:["accountResourceId","type","amount"]},description:"Journal entries (debit/credit lines with accountResourceId, type, amount)"},pa={type:"array",items:{type:"object",properties:{name:{type:"string",description:"Line item description/name"},quantity:{type:"number"},unitPrice:{type:"number"},accountResourceId:ky,taxProfileResourceId:{type:"string"},classifierConfig:Vvr},required:["name","quantity","unitPrice"]},description:"Line items \u2014 include accountResourceId on each line when finalizing (saveAsDraft: false)"},uot={type:"array",items:{type:"object",properties:{slotKey:{type:"string",description:"Slot from get_capsule_recipe templateSlots[]."},template:{type:"string",description:"Text with {{vars}} for that slot; empty string clears a nullable slot. Max 2000."}},required:["slotKey"]},description:"Optional. Customize recipe-generated text via published slots (see get_capsule_recipe)."},nd={type:"object",description:"Optional IFRS recipe trigger. Mutex with capsuleResourceId. Silent-null on failure \u2014 preview_capsule_recipe first. Rule 143.",properties:{recipeName:{type:"string",enum:["LOAN_AMORTIZATION","ACCRUAL_REVERSAL","PREPAID_AMORTIZATION","DEFERRED_REVENUE","IFRS16_LEASE"],description:"Must match mutation's allowedBaseTransactionTypes (see list_capsule_recipes)."},recipeVersion:{type:"number",description:"Optional version pin."},inputs:{type:"object",description:"Schema at versions[0].inputSchema. Single-currency; *AccountResourceId x-accountClass-locked."},templateOverrides:uot},required:["recipeName","inputs"]},Ty={type:"string",enum:[...oMe],description:"Payment method (default BANK_TRANSFER)"},Ny={type:"object",description:"Cash-leg adjustment (overpayment/rounding). Bank leg only, never AR/AP. Not with DEBT_WRITE_OFF/CLEARING_SETTLEMENT/INTER_COMPANY/WITHHOLDING_TAX_CERTIFICATE. See rule 160.",properties:{adjustmentValue:{type:"number",description:"Signed, non-zero, max 2dp"},adjustmentAccountResourceId:{type:"string",description:"Non-controlled account, not bank/cash"},adjustmentDescription:{type:"string",description:"Optional"}},required:["adjustmentValue","adjustmentAccountResourceId"]},Wvr={...Ny,description:"Adding or changing an adjustment applies here. REMOVING does not: 0 is rejected and null reads as omitted, so both leave the stored value unchanged. To remove one, delete the payment and record it again. See rule 160."};Xvr={invoice:new Set(["reference","valueDate","dueDate","contactResourceId","lineItems","notes","invoiceNotes","internalNotes","tag","tags","isTaxVatApplicable","isTaxVATApplicable","taxInclusion","terms","currency","customFields","capsuleResourceId","capsuleRecipe","taxProfileResourceId","customerPaymentProfileResourceId"]),bill:new Set(["reference","valueDate","dueDate","contactResourceId","lineItems","invoiceNotes","internalNotes","tag","tags","isTaxVatApplicable","isTaxVATApplicable","taxInclusion","terms","currency","customFields","capsuleResourceId","capsuleRecipe","taxProfileResourceId"]),customer_credit_note:new Set(["reference","valueDate","contactResourceId","lineItems","invoiceNotes","tag","tags","isTaxVatApplicable","isTaxVATApplicable","taxInclusion","currency","customFields","capsuleResourceId","taxProfileResourceId"]),supplier_credit_note:new Set(["reference","valueDate","contactResourceId","lineItems","invoiceNotes","tag","tags","isTaxVatApplicable","isTaxVATApplicable","taxInclusion","currency","customFields","capsuleResourceId","taxProfileResourceId"])};Kvr=new Set(["name","quantity","unitPrice","unit","accountResourceId","taxProfileResourceId","description","classifierConfig","itemResourceId","discount"]);TT={type:"string",enum:["SALE_QUOTE","SALE_ORDER"],description:"Which sales document: SALE_QUOTE (estimate) or SALE_ORDER."},kT={type:"string",enum:["PURCHASE_REQUEST","PURCHASE_ORDER"],description:"Which purchase document: PURCHASE_REQUEST (requisition) or PURCHASE_ORDER."},H8={type:"number",description:"Payment terms in days (one of 0, 7, 15, 30, 45, 60)."},iot={type:"string",enum:["ACCEPT","CONFIRM","VOID","DELETE"],description:"Lifecycle action. ACCEPT=quote/request only; CONFIRM=order only; VOID=any non-draft; DELETE=draft only."},oot={SALE_QUOTE:["ACCEPT","VOID","DELETE"],SALE_ORDER:["CONFIRM","VOID","DELETE"],PURCHASE_REQUEST:["ACCEPT","VOID","DELETE"],PURCHASE_ORDER:["CONFIRM","VOID","DELETE"]};Rf=[{name:"get_organization",description:"Get organization details: name, base currency, country, and financial year end.",params:{},required:[],group:"organization",readOnly:!0,searchHint:"get organization details currency country fiscal year",isConcurrencySafe:!0,maxResultSizeChars:2e4,execute:async t=>_a(t.client)},{name:"get_my_context",description:"Resolve the CALLER's own context \u2014 identity, the employee bound to their login (if any), and per-module access (moduleRoles). Use to route a receipt (bill if PURCHASES access, expense claim if EMPLOYEE_CLAIMS access). A service api-key usually has no bound employee. Magic claim drafts auto-bind the uploader server-side \u2014 no need to read employee.resourceId to bind one.",params:{},required:[],group:"organization",readOnly:!0,searchHint:"who am i my employee my permissions module roles what can i do self caller capabilities bills claims",isConcurrencySafe:!0,maxResultSizeChars:2e4,execute:async t=>Sve(t.client)},pr("list_accounts","List chart of accounts. Returns account name, code, type, class, status. Paginated \u2014 response includes totalElements. Use limit/offset to page.","accounts",(t,e,r)=>wd(t,{limit:r,offset:e}),"list chart of accounts with code type class status"),Vt({name:"search_accounts",description:'Search chart of accounts. For OR (name or code), use filter: {"or":{"name":{"contains":"X"},"code":{"contains":"X"}}}.',group:"accounts",fields:FS,defaults:QS,fetcher:RE,searchHint:"find accounts chart of accounts CoA by name code type class status OR search"}),{name:"create_account",description:"Create a new chart of accounts entry. Auto-checks for duplicates by name \u2014 returns existing account if found. Code must be unique. Account class is inferred from accountType.",params:{name:{type:"string",description:"Account name"},code:{type:"string",description:"Account code (unique)"},accountType:{type:"string",description:'Exact API string. Classic 12: Bank Accounts | Cash | Current Asset | Fixed Asset | Inventory | Current Liability | Non-current Liability | Shareholders Equity | Operating Revenue | Other Revenue | Operating Expense | Direct Costs. IFRS 18 (effective 2027): Discontinued Expense | Discontinued Income | Finance Cost | Financing Income | Goodwill | Income Tax Expense | Investing Expense | Investing Income | Investment. Common variants normalized client-side. For "interest expense"/"interest income", pick Financing or Investing yourself \u2014 depends on entity main business activity, NOT auto-classified.'},currencyCode:{type:"string",description:'Currency code (e.g., "SGD")'},lockDate:{type:"string",description:"Period lock date (YYYY-MM-DD, org timezone). Blocks recording or modifying any GL transaction on this account on or before this date."}},required:["name","code","accountType"],group:"accounts",readOnly:!1,searchHint:"create new chart of accounts entry with type code lock date",execute:async(t,e)=>{let r=e.name,n=await a1(t.client,r);if(n)return{_guard:"duplicate_skipped",message:`Account "${r}" already exists.`,existing:n};let i=BE(e.accountType);return Bw(t.client,{code:e.code,name:r,accountType:i,currencyCode:e.currencyCode,lockDate:e.lockDate})}},{name:"update_account",description:"Update a chart of accounts entry \u2014 rename, re-code, set its period lock date, or remove an existing lock date. Setting lockDate (YYYY-MM-DD) is how an individual ledger account is locked for a period: it blocks recording or editing any transaction on that account dated on or before the lock date. Pass clearLockDate to remove (unlock) an existing lock.",params:{resourceId:{type:"string",description:"Account resourceId"},name:{type:"string",description:"New account name"},code:{type:"string",description:"New account code"},lockDate:{type:"string",description:"Period lock date (YYYY-MM-DD, org timezone). Blocks recording or modifying any GL transaction on this account on or before this date."},clearLockDate:{type:"boolean",description:"Set true to remove an existing period lock date (unlock the period). Use when the user asks to remove, delete, clear, lift, or unset the lock. Do not also pass lockDate."}},required:["resourceId"],group:"accounts",readOnly:!1,searchHint:"update rename chart of accounts entry name code lock date unlock remove clear lock",execute:async(t,e)=>{let r=e.resourceId,n=(await Kve(t.client,r)).data,o=Object.fromEntries(["name","code","classificationType","taxProfileResourceId","currency","description"].filter(a=>n[a]!==void 0&&n[a]!==null).map(a=>[a,n[a]]));!o.classificationType&&n.accountType&&(o.classificationType=n.accountType);let s=e.clearLockDate===!0;if(s&&e.lockDate!==void 0)throw new Error("clearLockDate and lockDate are mutually exclusive \u2014 pass one or the other.");return!s&&typeof n.accountLockDate=="string"&&n.accountLockDate&&(o.lockDate=n.accountLockDate.slice(0,10)),e.name!==void 0&&(o.name=e.name),e.code!==void 0&&(o.code=e.code),!s&&e.lockDate!==void 0&&(o.lockDate=e.lockDate),e0e(t.client,r,o)}},{name:"bulk_upsert_chart_of_accounts",description:`Bulk create/update CoA entries (max 500). SYNC: returns { resourceIds, failedRows: [{rowIndex, columnName, columnValue, errorCode, errorMessage}], failedCount } \u2014 no jobId polling. PARTIAL_SUCCESS: failed rows surface in failedRows[]; others still succeed.
 
 resourceId per row \u2192 update; omit \u2192 create. Note: dedup is by NAME (not code) \u2014 duplicate name surfaces ORGANIZATION_CHART_OF_ACCOUNT_DUPLICATED per row. Accepts classic 12 + 9 IFRS 18 accountType values; common variants normalized via normalizeAccountType.
 

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "5.40.1",
+  "version": "5.40.3",
   "description": "Clio: Command Line Interface Operator for Jaz AI.",
   "type": "module",
   "bin": {