jaz-clio 5.40.2 → 5.40.4

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.40.2
+version: 5.40.4
 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
@@ -164,7 +164,7 @@ The rest of this skill — field names, gotchas, error catalog, dependency order
 38. **All list/search endpoints use `limit`/`offset` pagination** — NOT `page`/`size`. **`offset` is a 0-indexed PAGE NUMBER, not a row-skip** (offset=1 = second page of `limit` rows). Default limit=100, offset=0. Max limit=1000, max offset=65536. `page`/`size` params are silently ignored. Response shape: `{ totalPages, totalElements, truncated, data: [...] }`. When `truncated: true`, a `_meta: { fetchedRows, maxRows }` field explains why (offset cap or `--max-rows` soft cap — default 10,000). Use `--max-rows <n>` to override. Always check `truncated` before assuming the full dataset was returned. **Payload tier (`view`) — page-then-drill:** `search_*` and the lean `list_*` tools (invoices, bills, contacts, items, journals, customer/supplier credit notes, sale/purchase orders) return a **compact summary row by default** (`view:"lean"` — id + reference/status/date/contact/amount). Search lean to FIND a record, then read it in full via its `get_*`; pass `view:"full"` only when you need whole rows up front (heavier — avoid for broad searches). Other collections always return full. CLI defaults to full; use `--view lean`.
 
 ### Other
-39. **Currency rates use `/organization/currencies/:code/rates`** — enable currencies first via `POST /organization/currencies`, then set rates via `POST /organization/currencies/:code/rates` with body `{ "rate": 0.74, "rateApplicableFrom": "YYYY-MM-DD" }` (see Rule 49 for direction). The older hyphenated `/organization-currencies/...` rate paths still resolve but are marked **deprecated** in the OpenAPI spec — prefer the nested form. Cannot set rates for org base currency. Full CRUD: POST (create), GET (list), GET/:id, PUT/:id, DELETE/:id.
+39. **Currency rates use `/organization/currencies/:code/rates`** — enable currencies first via `POST /organization/currencies`, then set rates via `POST /organization/currencies/:code/rates` with body `{ "rate": 0.74, "rateApplicableFrom": "YYYY-MM-DD" }` (see Rule 49 for direction). The older hyphenated `/organization-currencies/...` rate paths still resolve but are **superseded**: treat the nested form as the only supported path. The reference is migrating away from the hyphenated form, so do not rely on it being documented. Cannot set rates for org base currency. Full CRUD: POST (create), GET (list), GET/:id, PUT/:id, DELETE/:id.
 40. **FX invoices/bills MUST use `currency` object** — `currencyCode: "USD"` (string) is **silently ignored** (transaction created in base currency!). Use `currency: { sourceCurrency: "USD" }` to auto-fetch platform rate (ECB/FRANKFURTER), or `currency: { sourceCurrency: "USD", exchangeRate: 0.74 }` for a custom rate. Rate hierarchy: org rate → platform/ECB → transaction-level. **Direction**: `exchangeRate` is functionalToSource (1 org-base unit = N `sourceCurrency`) — usually the inverse of a quoted rate. Pass your figure as-is with `rateDirection` rather than inverting by hand; Rule 49.
 41. **Invoice GET uses `organizationAccountResourceId`** for line item accounts — POST uses `accountResourceId`. Request-side aliases resolve `issueDate` → `valueDate`, `bankAccountResourceId` → `accountResourceId`, etc.
 42. **Scheduler GET returns `interval`** — POST uses `repeat`. (Response-side asymmetry remains.)

package/assets/skills/api/references/endpoints.md

@@ -67,7 +67,7 @@ All GET list endpoints and POST `/search` endpoints use **`limit`/`offset` pagin
 | Async batch kickoff (`/bulk-request-changes`, claims `bulk/*`) | **202** |
 | Quick Fix / bulk partial failure | **207** (body shape identical to 200 — check `failed[]`) |
 
-**Changed 2026-08-10**: seven `PUT` endpoints moved 201 → 200 — `/bills/{id}`, `/contacts/{id}`, `/nano-classifiers/{id}`, `/items/{id}`, `/journals/{id}`, `/scheduled/journals/{id}`, `/organization-currencies/{code}/rates/{id}`. Request shapes and response bodies are byte-identical; only the status changed. The same release corrected 114 published success codes that disagreed with what the endpoints actually returned, so the API reference now matches runtime everywhere. A client that asserted `status === 201` on an update breaks; one that checks `response.ok` does not.
+**Changed 2026-08-10**: seven `PUT` endpoints moved 201 → 200 — `/bills/{id}`, `/contacts/{id}`, `/nano-classifiers/{id}`, `/items/{id}`, `/journals/{id}`, `/scheduled/journals/{id}`, `/organization/currencies/{code}/rates/{id}`. Request shapes and response bodies are byte-identical; only the status changed. The same release corrected 114 published success codes that disagreed with what the endpoints actually returned, so the API reference now matches runtime everywhere. A client that asserted `status === 201` on an update breaks; one that checks `response.ok` does not.
 
 ---
 
@@ -308,7 +308,7 @@ Enable currencies first, then set rates via the **separate** rate endpoints belo
 
 ### Currency Rates — `/organization/currencies/:code/rates`
 
-**Path note**: both enable and rates live under the nested `/organization/currencies` family. The older hyphenated `/organization-currencies/...` rate paths still resolve but are marked **deprecated** in the OpenAPI spec — use the nested form.
+**Path note**: both enable and rates live under the nested `/organization/currencies` family. The older hyphenated `/organization-currencies/...` rate paths still resolve but are **superseded**. Use the nested form; do not rely on the hyphenated one being documented.
 
 #### POST /api/v1/organization/currencies/:currencyCode/rates
 

package/assets/skills/api/references/errors.md

@@ -182,16 +182,8 @@ Valid `type` values: `"TEXT"`, `"DATE"`, `"DROPDOWN"` (UPPERCASE).
 - `/api/v1/organization/currencies/USD/rate` → 404 (singular)
 - `/api/v1/organization/currencies/{id}/rate` → 404 (singular)
 **Fix**: Rate endpoints live under the nested `/organization/currencies` family. The older
-hyphenated `/organization-currencies/...` rate paths still resolve but are marked
-**deprecated** in the OpenAPI spec — prefer the nested form:
-```
-POST   /api/v1/organization/currencies/:currencyCode/rates          Set rate
-GET    /api/v1/organization/currencies/:currencyCode/rates          List rates
-GET    /api/v1/organization/currencies/:currencyCode/rates/:id      Get rate
-PUT    /api/v1/organization/currencies/:currencyCode/rates/:id      Update rate
-DELETE /api/v1/organization/currencies/:currencyCode/rates/:id      Delete rate
-```
-Enable currencies first via `POST /organization/currencies`, then set rates via `/organization/currencies/:code/rates`.
+hyphenated `/organization-currencies/...` rate paths still resolve but are
+**superseded** — use the nested form.
 
 ### "Cannot set rate for organization base currency" (400)
 **Cause**: Trying to POST/PUT a rate for the org's base currency (e.g., SGD for a Singapore org).

package/assets/skills/api/references/field-map.md

@@ -462,7 +462,7 @@ DELETE → expects "A" (parentEntityResourceId, via /cash-entries/:id)
 
 | What You'd Guess | Actual API Field | Notes |
 |------------------|-------------------|-------|
-| `/organization-currencies/:code/rates` (older docs) | `/organization/currencies/:code/rates` | Nested path is current; hyphenated form is **deprecated** in the spec |
+| `/organization-currencies/:code/rates` (older docs) | `/organization/currencies/:code/rates` | Nested path is the supported one; the hyphenated form still resolves but is **superseded** |
 | `exchangeRate` (rate POST body) | `rate` | Just `rate`, not `exchangeRate` |
 | `effectiveDate` / `valueDate` / `date` | `rateApplicableFrom` | Rate start date, `YYYY-MM-DD` only |
 | `expiryDate` | `rateApplicableTo` | Optional rate end date |

package/assets/skills/api/references/full-api-surface.md

@@ -317,7 +317,7 @@ Body for all three: `{ items: [{btResourceId: "<uuid>", btType: "SALE|PURCHASE|S
 | DELETE | `/organization/currencies/:currencyCode/rates/:resourceId` | Delete rate |
 | POST | `/organization/currencies/rates/bulk-upsert` | Bulk create exchange rates (max 500, auto-enables currencies) |
 
-**Path note**: rate management, enable/disable and bulk-upsert all live under the nested `/organization/currencies` family. The older hyphenated `/organization-currencies/...` rate paths still resolve but are marked **deprecated** in the OpenAPI spec — prefer the nested form. POST body: `{ "rate": 0.74, "rateApplicableFrom": "YYYY-MM-DD" }` (rate = 1 base → X foreign; see endpoints.md for direction details). Base currency rates return 400. See endpoints.md for full examples.
+**Path note**: rate management, enable/disable and bulk-upsert all live under the nested `/organization/currencies` family. The older hyphenated `/organization-currencies/...` rate paths still resolve but are **superseded**. Use the nested form; do not rely on the hyphenated one being documented. POST body: `{ "rate": 0.74, "rateApplicableFrom": "YYYY-MM-DD" }` (rate = 1 base → X foreign; see endpoints.md for direction details). Base currency rates return 400. See endpoints.md for full examples.
 
 ---
 

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.40.2
+version: 5.40.4
 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: 5.40.2
+version: 5.40.4
 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/conversion/references/mapping-rules.md

@@ -231,7 +231,7 @@ POST /api/v1/organization/currencies/<code>/rates
 
 **Rate direction:** `functionalToSource` — how many units of SOURCE (foreign) currency = 1 unit of FUNCTIONAL (base) currency. Example: base SGD, 1 SGD = 0.74 USD → rate = 0.74. A quote written foreign-first ("1 USD = 1.35 SGD") is the inverse — send 1/1.35 = 0.74, or send 1.35 with `rateDirection: "SOURCE_TO_FUNCTIONAL"` and let the endpoint apply it. Omitting `rateDirection` means `FUNCTIONAL_TO_SOURCE`.
 
-**Note:** Rate endpoints and enable/disable both live under the nested `/organization/currencies` family. The older hyphenated `/organization-currencies/...` rate paths are **deprecated** in the OpenAPI spec.
+**Note:** Rate endpoints and enable/disable both live under the nested `/organization/currencies` family. The older hyphenated `/organization-currencies/...` rate paths still resolve but are **superseded**; use the nested form.
 
 **CRITICAL:** The field is `rateApplicableFrom` (NOT `effectiveDate`). Using the wrong field name will silently fail.
 

package/assets/skills/jaz-kit/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-kit
-version: 5.40.2
+version: 5.40.4
 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: 5.40.2
+version: 5.40.4
 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: 5.40.2
+version: 5.40.4
 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: 5.40.2
+version: 5.40.4
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "5.40.2",
+  "version": "5.40.4",
   "description": "Clio: Command Line Interface Operator for Jaz AI.",
   "type": "module",
   "bin": {