jaz-clio 5.46.11 → 5.46.13

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.46.11
+version: 5.46.13
 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
@@ -363,7 +363,7 @@ Bills, invoices, and credit notes share identical mandatory field specs. Adding
 108. **Transfer Trial Balance** (`POST /api/v1/transfer-trial-balance`) creates opening balance entries. Uses `journalEntries` (NOT `lines` — this is a journal type). Always ACTIVE (no draft mode), reference auto-generated as "Transfer Trial Balance", minimum 1 entry, entries cannot have 0 amounts, skips lock date validation. **`valueDate` must be today or in the past** — future dates are rejected with "Opening data cannot be future date". Each entry: `{ accountResourceId, type: "DEBIT"|"CREDIT", amount }`.
 
 ### Scheduler Dynamic Strings
-109. **Scheduler placeholder strings** — All scheduled transactions (invoices, bills, journals, subscriptions) support dynamic strings in any free text field (`reference`, line item `name`, `notes`). Strings are replaced with values relative to the **transaction date**: `{{Day}}` → day name (Monday), `{{Date}}` → full date (09 Mar 2026), `{{Date+X}}` → date + X days, `{{DateRange:X}}` → date range spanning X days (min 1, max 999), `{{Month}}` → month name (March), `{{Month+X}}` → month + X months, `{{MonthRange:X}}` → month range spanning X months, `{{Year}}` → year (2026), `{{Year+X}}` → year + X years. Example: `reference: "INV-{{Month}}-{{Year}}"` → `"INV-March-2026"` for a March transaction.
+109. **Scheduler placeholder strings** — All scheduled transactions (invoices, bills, journals, subscriptions) support dynamic strings in any free text field (`reference`, line item `name`, `notes`). **Scheduled JOURNALS are the exception**: their line field is `description`, not `name`, and they have no notes field at all — neither `notes` nor `internalNotes` is on the create or update contract. Probed 2026-09-02: both are accepted like any unknown key and never read back, so for journals the only dynamic-string field is `reference`. Strings are replaced with values relative to the **transaction date**: `{{Day}}` → day name (Monday), `{{Date}}` → full date (09 Mar 2026), `{{Date+X}}` → date + X days, `{{DateRange:X}}` → date range spanning X days (min 1, max 999), `{{Month}}` → month name (March), `{{Month+X}}` → month + X months, `{{MonthRange:X}}` → month range spanning X months, `{{Year}}` → year (2026), `{{Year+X}}` → year + X years. Example: `reference: "INV-{{Month}}-{{Year}}"` → `"INV-March-2026"` for a March transaction.
 
 ### Bank Rule Dynamic Strings
 110. **Bank rule placeholder strings** — Bank reconciliation rules support dynamic strings in any free text field (`name`, `reference`, cash entry description). Strings are replaced with actual **bank record** values during reconciliation: `{{bankReference}}` → bank record reference (e.g., INV-03/01/2025-01), `{{bankPayee}}` → payer/payee name (e.g., Fruit Planet), `{{bankDescription}}` → transaction description (e.g., QR Payment). Example: `reference: "{{bankPayee}} - {{bankReference}}"`.

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

@@ -647,7 +647,7 @@ Bills and supplier credit notes support withholding tax per line item:
   "reference": "JV-001",
   "valueDate": "2026-02-08",
   "journalEntries": [
-    { "accountResourceId": "uuid", "amount": 500, "type": "DEBIT", "contactResourceId": "uuid" },
+    { "accountResourceId": "uuid", "amount": 500, "type": "DEBIT", "description": "Line note" },
     { "accountResourceId": "uuid", "amount": 500, "type": "CREDIT" }
   ]
 }
@@ -661,7 +661,10 @@ Bills and supplier credit notes support withholding tax per line item:
 - Do NOT use `debit`/`credit` as separate number fields — that is WRONG
 - Do NOT include `currency` at top level — causes "Invalid request body"
 - Total DEBIT amounts MUST equal total CREDIT amounts
-- `contactResourceId` is optional per entry
+- `contactResourceId` is a TOP-LEVEL field, NOT per entry. Probed 2026-09-02: an entry-level
+  `contactResourceId` is silently discarded (an int there is accepted like any unknown key, while an
+  int on `description` or `taxProfileResourceId` returns 400), and a real contact id on an entry does
+  not appear on the created journal. Put it at the top level, where it does land.
 
 ---
 
@@ -1356,8 +1359,8 @@ Same but with `"bill"` wrapper instead of `"invoice"`.
   "valueDate": "2026-03-01",
   "saveAsDraft": false,
   "schedulerEntries": [
-    { "accountResourceId": "uuid", "amount": 100, "type": "DEBIT", "name": "Monthly accrual" },
-    { "accountResourceId": "uuid", "amount": 100, "type": "CREDIT", "name": "Monthly accrual" }
+    { "accountResourceId": "uuid", "amount": 100, "type": "DEBIT", "description": "Monthly accrual" },
+    { "accountResourceId": "uuid", "amount": 100, "type": "CREDIT", "description": "Monthly accrual" }
   ],
   "repeat": "MONTHLY",
   "startDate": "2026-03-01",

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.46.11
+version: 5.46.13
 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: 5.46.11
+version: 5.46.13
 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: 5.46.11
+version: 5.46.13
 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: 5.46.11
+version: 5.46.13
 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: 5.46.11
+version: 5.46.13
 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: 5.46.11
+version: 5.46.13
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires