jaz-clio 5.46.8 → 5.46.9

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.46.8
+version: 5.46.9
 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
@@ -388,9 +388,9 @@ Bills, invoices, and credit notes share identical mandatory field specs. Adding
 
 ### Bulk Upserts (transactions)
 
-118. **8 bulk-upsert endpoints for transactions** — `POST /api/v1/{invoices,bills,customer-credit-notes,supplier-credit-notes,journals,fixed-assets}/bulk-upsert` plus line-item variants for invoices and bills (`/invoices/line-items/bulk-upsert`, `/bills/line-items/bulk-upsert`). Max **500 rows per call**. All async — return `{data: {jobId, subscriptionFBPath, status, totalRecords}}`. Poll `search_background_jobs` with `filter: {resourceId: {eq: jobId}}` until terminal status. **Natural keys**: invoices = `invoiceReference`, bills = `billReference`, credit notes = `creditNoteReference`, **journals = `journalReference` (NOT `reference` — asymmetric vs other entities)**, fixed assets = `reference`. **`currencyCode` is REQUIRED** on every transaction row (invoices, bills, CCN, SCN) — missing it returns errorCode `IMPORT_CURRENCY_REQUIRED`. **Journals are the exception**: the bulk journal row has no currency field and any `currencyCode` sent is discarded, and the public request model exposes no per-leg currency field either. **Journals legs use `journalEntries[]`** (NOT `entries[]` — different from `journals create` which uses entries), and **a journal leg is `organizationAccountResourceId` + exactly one of `debitAmount`/`creditAmount`** — NOT the `accountResourceId`+`amount`+`type` shape `journals create` takes, and omit the unused side rather than sending 0. Provide `resourceId` (UUID) to update by ID; otherwise the natural key drives upsert (journals upsert by `journalReference` only). `rowIndex` is optional caller-supplied for error reporting — on journals it sits on the leg, not the row.
+118. **8 bulk-upsert endpoints for transactions** — `POST /api/v1/{invoices,bills,customer-credit-notes,supplier-credit-notes,journals,fixed-assets}/bulk-upsert` plus line-item variants for invoices and bills (`/invoices/line-items/bulk-upsert`, `/bills/line-items/bulk-upsert`). Max **500 rows per call**. All async — return `{data: {jobId, subscriptionFBPath, status, totalRecords}}`. Poll `search_background_jobs` with `filter: {resourceId: {eq: jobId}}` until terminal status. **Natural keys**: invoices = `invoiceReference`, bills = `billReference`, credit notes = `creditNoteReference`, **journals = `journalReference` (NOT `reference` — asymmetric vs other entities)**, fixed assets = `reference`. **`currencyCode` is REQUIRED** on every transaction row (invoices, bills, CCN, SCN) — missing it returns errorCode `IMPORT_CURRENCY_REQUIRED`. **Journals are the exception**: the bulk journal row has no currency field and any `currencyCode` sent is discarded, and the public request model exposes no per-leg currency field either. **Journals legs use `journalEntries[]`** (NOT `entries[]` — different from `journals create` which uses entries), and **a journal leg is `organizationAccountResourceId` + exactly one of `debitAmount`/`creditAmount`** — NOT the `accountResourceId`+`amount`+`type` shape `journals create` takes, and omit the unused side rather than sending 0. **On the six TRANSACTION bulk tools the natural key is the only upsert key — `resourceId` does not override it.** Probed live 2026-09-02 on invoices, bills, customer credit notes and invoice line items: sending an existing record's `resourceId` together with a DIFFERENT natural key left the original untouched and created a second record. (Supplier credit notes and bill line items were not probed; they were changed on their twin's evidence plus spec absence.) `resourceId` has been removed from all six. It remains valid, and spec-backed, on `bulk_upsert_contacts`, `bulk_upsert_items` and `bulk_upsert_chart_of_accounts` — see rule 137. Journals upsert by `journalReference` only. **Currency and due date split by shape, so pick the tool by what you need:** the FLAT pair (`bulk_upsert_invoices` / `bulk_upsert_bills`) IGNORES both — a row sent `currencyCode: EUR` against a USD-base org stored USD, omitting `currencyCode` entirely still succeeds, and `dueDate` comes back equal to `valueDate` with `terms: 0`. The NESTED pair (`bulk_upsert_invoice_line_items` / `bulk_upsert_bill_line_items`) honours `dueDate` (it is in fact REQUIRED there — omitting it fails the row with `DUE_DATE_REQUIRED`) and requires `currencyCode`. **So a bulk import that needs a real due date or a non-base currency must use the NESTED tools.** `tags` is on no transaction bulk wire definition and has been removed from these tools. `rowIndex` is optional caller-supplied for error reporting — on journals it sits on the leg, not the row.
 
-118b. **Credit-note rows carry two extra requirements** (customer and supplier alike, and nothing here applies to journals). The tools speak `currencyCode`, but these two contracts — like the two line-item ones — name the wire field `transactionCurrency`; the client renames it for you via `toWireCurrencyRow`. They also require **`transactionRateType`** (`ORGANIZATION_RATE` | `TRANSACTION_RATE`): omit it and the row fails `IMPORT_TRANSACTION_RATE_TYPE_INVALID` even when the currency is right. `TRANSACTION_RATE` reads `rateFunctionToSource` (1 base unit = N transaction currency); `ORGANIZATION_RATE` uses the org rate. Neither endpoint carries `tags` on its wire definition, so do not report tags "applied" through this route. (The two line-item endpoints were probed the same way on 2026-09-02 and do NOT need `transactionRateType`; `bulk_upsert_invoices` / `bulk_upsert_bills` still advertise a `tags` param whose wire definitions equally lack it — unsettled, do not rely on it.)
+118b. **Credit-note rows carry two extra requirements** (customer and supplier alike, and nothing here applies to journals). The tools speak `currencyCode`, but these two contracts — like the two line-item ones — name the wire field `transactionCurrency`; the client renames it for you via `toWireCurrencyRow`. They also require **`transactionRateType`** (`ORGANIZATION_RATE` | `TRANSACTION_RATE`): omit it and the row fails `IMPORT_TRANSACTION_RATE_TYPE_INVALID` even when the currency is right. `TRANSACTION_RATE` reads `rateFunctionToSource` (1 base unit = N transaction currency); `ORGANIZATION_RATE` uses the org rate. Neither endpoint carries `tags` on its wire definition, so do not report tags "applied" through this route. (The two line-item endpoints were probed the same way on 2026-09-02 and do NOT need `transactionRateType`.)
 
 119. **PARTIAL_SUCCESS handling** — When `search_background_jobs` returns `PARTIAL_SUCCESS` for a bulk-upsert job, the per-row failures are in `data[0].errorDetails` on the SAME response (an array of per-row error objects). Top-level counts (`processedCount`, `failedCount`, `totalRecords`) tell you *how many* failed; `errorDetails` tells you *which rows and why*. Don't pretend the operation succeeded — surface the failed rows to the user. The rule of thumb: poll with `search_background_jobs` filtered by `resourceId: { eq: jobId }`, then read `data[0].errorDetails` for terminal states.
 

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.46.8
+version: 5.46.9
 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: 5.46.8
+version: 5.46.9
 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: 5.46.8
+version: 5.46.9
 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: 5.46.8
+version: 5.46.9
 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: 5.46.8
+version: 5.46.9
 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: 5.46.8
+version: 5.46.9
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires

package/cli.mjs

@@ -861,9 +861,9 @@ DO NOT use this for analytical / audit reports, financial statements, aging, sum
 
 Whole-batch 422 (validate before submit): (1) each contact must have at least one of customer:true OR supplier:true (after defaults + backfill); (2) emailList unique within a contact (case-insensitive after trim); (3) paymentTerms.value must be positive integer when paymentTerms.name != "CUSTOM"; (4) no duplicate names within batch (after whitespace+case normalize); (5) billingAddress / shippingAddress: addressLine1 required when address object provided.`,params:{contacts:{type:"array",description:"Array of contacts to create or update (max 500)",items:{type:"object",properties:{resourceId:{type:"string",description:"Contact resourceId (omit for create, provide UUID for update)"},billingName:{type:"string",description:"Billing name (required for create)"},name:{type:"string",description:"Display name (defaults to billingName)"},emails:{type:"array",items:{type:"string"},description:"Email addresses"},customer:{type:"boolean",description:"Mark as customer"},supplier:{type:"boolean",description:"Mark as supplier"},taxId:{type:"string",description:"Tax ID / GST registration number"},taxIdType:{type:"string",description:"Tax ID type (e.g., GST, VAT)"},registrationNumber:{type:"string",description:"Business registration number"},currencyCode:{type:"string",description:"Default currency code (e.g., SGD)"},status:{type:"string",enum:["ACTIVE","INACTIVE"],description:"Contact status"},paymentTerms:{type:"number",description:"Payment terms in days (e.g., 30 for Net 30)"},notes:{type:"string",description:"Internal notes"},billingAddress:{type:"object",description:"Billing address",properties:{address:{type:"string"},city:{type:"string"},state:{type:"string"},postalCode:{type:"string"},country:{type:"string"}}},shippingAddress:{type:"object",description:"Shipping address",properties:{address:{type:"string"},city:{type:"string"},state:{type:"string"},postalCode:{type:"string"},country:{type:"string"}}}}}}},required:["contacts"],group:"contacts",readOnly:!1,searchHint:"bulk create update contacts upsert",execute:async(t,e)=>(Un(e.contacts,"contacts"),uF(t.client,e.contacts))},{name:"bulk_upsert_invoices",description:`Max 500 invoices per call. FLAT shape \u2014 ONE line per invoice via itemDescription + totalAmount + invoiceAccountResourceId at row level. For multi-line, use bulk_upsert_invoice_line_items (nested lineItems[]).
 
-Natural key: invoiceReference (rows sharing one within a batch are MERGED \u2014 last wins). resourceId per row \u2192 update by UUID; omit \u2192 upsert by invoiceReference.
+Natural key: invoiceReference (rows sharing one within a batch are MERGED \u2014 last wins). resourceId does NOT update by id here \u2014 it is ignored and you get a duplicate.
 
-ASYNC: returns jobId \u2192 poll search_background_jobs(filter:{resourceId:{eq:jobId}}); PARTIAL_SUCCESS \u2192 data[0].errorDetails. Dates ISO 8601 (YYYY-MM-DD); dateFormat field removed.`,params:{invoices:{type:"array",description:"Array of invoices to create or update (max 500). Each row needs at least: invoiceReference, contactResourceId, valueDate, totalAmount, invoiceAccountResourceId.",items:{type:"object",properties:{rowIndex:{type:"string",description:"Optional caller-supplied row index for error reporting"},resourceId:{type:"string",description:"Invoice resourceId (UUID) \u2014 provide to update by ID"},invoiceReference:{type:"string",description:"Natural key (e.g., INV-2025-001) \u2014 required"},contactResourceId:{type:"string",description:"Customer contact UUID \u2014 required"},valueDate:{type:"string",description:"Invoice date YYYY-MM-DD \u2014 required"},dueDate:{type:"string",description:"Due date YYYY-MM-DD"},totalAmount:{type:"number",description:"Total amount (BigDecimal)"},currencyCode:{type:"string",description:"Currency (e.g., SGD)"},invoiceAccountResourceId:{type:"string",description:"Revenue account UUID"},itemDescription:{type:"string",description:"Single-line item description"},internalNotes:{type:"string",description:"Internal notes"},tags:{type:"array",items:{type:"string"},description:"Tag resourceIds"}}}}},required:["invoices"],group:"invoices",readOnly:!1,searchHint:"bulk create update invoices upsert import migrate",execute:async(t,e)=>{Un(e.invoices,"invoices");let r=e.invoices;return dl(r,["valueDate","dueDate"]),KP(t.client,r)}},{name:"bulk_upsert_invoice_line_items",description:`Nested line items per invoice (max 500 invoices per call). Each row carries lineItems[] under its parent invoice (scoped by invoiceReference). ${Vl} Dates are ISO 8601 only.`,params:{invoices:{type:"array",description:"Array of invoices, each with nested lineItems[].",items:{type:"object",required:["invoiceReference","currencyCode"],properties:{rowIndex:{type:"string"},resourceId:{type:"string",description:"Invoice resourceId \u2014 provide to update by ID"},invoiceReference:{type:"string",description:"Natural key \u2014 required"},contactResourceId:{type:"string",description:"Customer UUID \u2014 required"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},dueDate:{type:"string",description:"YYYY-MM-DD"},currencyCode:{type:"string",description:"ISO 4217 (SGD) \u2014 required"},internalNotes:{type:"string"},lineItems:{type:"array",description:"Line items belonging to this invoice",items:{type:"object",properties:{itemDescription:{type:"string",description:"Line description \u2014 required"},quantity:{type:"number"},unit:{type:"string",description:"Unit of measure (pcs, kg, etc.)"},unitPrice:{type:"number"},accountResourceId:{type:"string",description:"Revenue account UUID"},taxProfileResourceId:{type:"string"}}}}}}}},required:["invoices"],group:"invoices",readOnly:!1,searchHint:"bulk invoices line items multi-line upsert import",execute:async(t,e)=>{Un(e.invoices,"invoices");let r=e.invoices;return dl(r,["valueDate","dueDate"]),e2(t.client,r)}},{name:"bulk_upsert_bills",description:`Max 500 bills per call. FLAT shape: ONE line per bill via \`itemDescription\` + \`totalAmount\` + \`billAccountResourceId\` at row level. For multi-line bills use \`bulk_upsert_bill_line_items\` instead \u2014 that variant takes nested \`lineItems[]\`. Natural key: \`billReference\` (rows sharing one within a batch are MERGED \u2014 last wins). ${Vl} Dates are ISO 8601 only \u2014 dateFormat field was removed.`,params:{bills:{type:"array",description:"Array of bills to create or update (max 500). Each row needs at least: billReference, contactResourceId, valueDate, totalAmount, billAccountResourceId.",items:{type:"object",properties:{rowIndex:{type:"string"},resourceId:{type:"string"},billReference:{type:"string",description:"Natural key \u2014 required"},contactResourceId:{type:"string",description:"Supplier UUID \u2014 required"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},dueDate:{type:"string"},totalAmount:{type:"number"},currencyCode:{type:"string"},billAccountResourceId:{type:"string",description:"Expense account UUID"},itemDescription:{type:"string"},internalNotes:{type:"string"},tags:{type:"array",items:{type:"string"}}}}}},required:["bills"],group:"bills",readOnly:!1,searchHint:"bulk create update bills upsert import migrate",execute:async(t,e)=>{Un(e.bills,"bills");let r=e.bills;return dl(r,["valueDate","dueDate"]),EF(t.client,r)}},{name:"bulk_upsert_bill_line_items",description:`Nested line items per bill (max 500 bills per call). Each row carries lineItems[] under its parent bill (scoped by billReference). ${Vl}`,params:{bills:{type:"array",description:"Array of bills, each with nested lineItems[].",items:{type:"object",required:["billReference","currencyCode"],properties:{rowIndex:{type:"string"},resourceId:{type:"string"},billReference:{type:"string",description:"Natural key \u2014 required"},contactResourceId:{type:"string",description:"Supplier UUID \u2014 required"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},dueDate:{type:"string"},currencyCode:{type:"string",description:"ISO 4217 (SGD) \u2014 required"},internalNotes:{type:"string"},lineItems:{type:"array",items:{type:"object",properties:{itemDescription:{type:"string",description:"Required"},quantity:{type:"number"},unit:{type:"string"},unitPrice:{type:"number"},accountResourceId:{type:"string",description:"Expense account UUID"},taxProfileResourceId:{type:"string"}}}}}}}},required:["bills"],group:"bills",readOnly:!1,searchHint:"bulk bills line items multi-line upsert import",execute:async(t,e)=>{Un(e.bills,"bills");let r=e.bills;return dl(r,["valueDate","dueDate"]),bF(t.client,r)}},{name:"bulk_upsert_customer_credit_notes",description:`Max 500 customer credit notes per call. Natural key: creditNoteReference. ${Vl} Dates are ISO 8601 only.`,params:{customerCreditNotes:{type:"array",description:"Array of customer credit notes (max 500).",items:{type:"object",required:["creditNoteReference","currencyCode","transactionRateType"],properties:{rowIndex:{type:"string"},resourceId:{type:"string"},creditNoteReference:{type:"string",description:"Natural key \u2014 required"},contactResourceId:{type:"string",description:"Customer UUID \u2014 required"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},currencyCode:{type:"string",description:"ISO 4217 (SGD) \u2014 required"},transactionRateType:{type:"string",enum:["ORGANIZATION_RATE","TRANSACTION_RATE"],description:"Required; else the row fails."},rateFunctionToSource:{type:"number",description:"1 base = N currencyCode; TRANSACTION_RATE only."},internalNotes:{type:"string"},lineItems:{type:"array",items:{type:"object",properties:{itemDescription:{type:"string",description:"Required"},quantity:{type:"number"},unitPrice:{type:"number"},accountResourceId:{type:"string"},taxProfileResourceId:{type:"string"}}}}}}}},required:["customerCreditNotes"],group:"customer_credit_notes",readOnly:!1,searchHint:"bulk customer credit notes refund upsert import",execute:async(t,e)=>{Un(e.customerCreditNotes,"customerCreditNotes",500,"customer credit notes");let r=e.customerCreditNotes;return dl(r,["valueDate"]),J2(t.client,r)}},{name:"bulk_upsert_supplier_credit_notes",description:`Max 500 supplier credit notes per call. Natural key: creditNoteReference. ${Vl} Dates are ISO 8601 only.`,params:{supplierCreditNotes:{type:"array",description:"Array of supplier credit notes (max 500).",items:{type:"object",required:["creditNoteReference","currencyCode","transactionRateType"],properties:{rowIndex:{type:"string"},resourceId:{type:"string"},creditNoteReference:{type:"string",description:"Natural key \u2014 required"},contactResourceId:{type:"string",description:"Supplier UUID \u2014 required"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},currencyCode:{type:"string",description:"ISO 4217 (SGD) \u2014 required"},transactionRateType:{type:"string",enum:["ORGANIZATION_RATE","TRANSACTION_RATE"],description:"Required; else the row fails."},rateFunctionToSource:{type:"number",description:"1 base = N currencyCode; TRANSACTION_RATE only."},internalNotes:{type:"string"},lineItems:{type:"array",items:{type:"object",properties:{itemDescription:{type:"string",description:"Required"},quantity:{type:"number"},unitPrice:{type:"number"},accountResourceId:{type:"string"},taxProfileResourceId:{type:"string"}}}}}}}},required:["supplierCreditNotes"],group:"supplier_credit_notes",readOnly:!1,searchHint:"bulk supplier credit notes refund upsert import",execute:async(t,e)=>{Un(e.supplierCreditNotes,"supplierCreditNotes",500,"supplier credit notes");let r=e.supplierCreditNotes;return dl(r,["valueDate"]),tU(t.client,r)}},{name:"bulk_upsert_journals",description:`Max 500 manual journals per call. NATURAL KEY: \`journalReference\` (NOT \`reference\` \u2014 every other bulk-upsert uses entityReference, this one is asymmetric). LEGS field: \`journalEntries[]\` (NOT \`entries[]\` \u2014 different from \`clio journals create\` which uses entries). A leg is \`organizationAccountResourceId\` + EXACTLY ONE of \`debitAmount\` / \`creditAmount\` \u2014 omit the unused side, do not send 0, and do NOT use the \`accountResourceId\`+\`amount\`+\`type\` shape \`create_journal\` takes. Debits must equal credits per journal. ${Vl} Dates are ISO 8601 (YYYY-MM-DD) only \u2014 dateFormat field was removed.`,params:{journals:{type:"array",description:"Array of journals to create or update (max 500). Each row has journalEntries[] (debit/credit legs).",items:{type:"object",properties:{journalReference:{type:"string",description:"Natural key \u2014 required (NOTE: field is `journalReference`, not `reference`)"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},contactResourceId:{type:"string"},taxVatApplicable:{type:"boolean"},taxInclusion:{type:"boolean"},journalEntries:{type:"array",description:"Journal legs (debits must equal credits) \u2014 field is `journalEntries`, NOT `entries`",items:{type:"object",properties:{organizationAccountResourceId:{type:"string",description:"Required \u2014 NOT `accountResourceId`"},debitAmount:{type:"number",description:"Debit leg \u2014 omit on a credit leg"},creditAmount:{type:"number",description:"Credit leg \u2014 omit on a debit leg"},description:{type:"string"},rowIndex:{type:"string",description:"1-based, echoed back on per-row errors"},taxProfileResourceId:{type:"string"}}}}}}}},required:["journals"],group:"journals",readOnly:!1,searchHint:"bulk manual journals upsert import migration. Legs use organizationAccountResourceId + debitAmount or creditAmount, never amount/type",execute:async(t,e)=>{Un(e.journals,"journals");let r=e.journals;return dl(r,["valueDate"]),E2(t.client,r)}},{name:"bulk_upsert_fixed_assets",description:`Bulk create/update fixed assets (max 500). Natural key: reference.
+ASYNC: returns jobId \u2192 poll search_background_jobs(filter:{resourceId:{eq:jobId}}); PARTIAL_SUCCESS \u2192 data[0].errorDetails. Dates ISO 8601 (YYYY-MM-DD); dateFormat field removed.`,params:{invoices:{type:"array",description:"Array of invoices to create or update (max 500). Each row needs at least: invoiceReference, contactResourceId, valueDate, totalAmount, invoiceAccountResourceId.",items:{type:"object",properties:{rowIndex:{type:"string",description:"Optional caller-supplied row index for error reporting"},invoiceReference:{type:"string",description:"Natural key (e.g., INV-2025-001) \u2014 required"},contactResourceId:{type:"string",description:"Customer contact UUID \u2014 required"},valueDate:{type:"string",description:"Invoice date YYYY-MM-DD \u2014 required"},totalAmount:{type:"number",description:"Total amount (BigDecimal)"},invoiceAccountResourceId:{type:"string",description:"Revenue account UUID"},itemDescription:{type:"string",description:"Single-line item description"},internalNotes:{type:"string",description:"Internal notes"}}}}},required:["invoices"],group:"invoices",readOnly:!1,searchHint:"bulk create update invoices upsert import migrate",execute:async(t,e)=>{Un(e.invoices,"invoices");let r=e.invoices;return dl(r,["valueDate","dueDate"]),KP(t.client,r)}},{name:"bulk_upsert_invoice_line_items",description:`Nested line items per invoice (max 500 invoices per call). Each row carries lineItems[] under its parent invoice (scoped by invoiceReference). ${Vl} Dates are ISO 8601 only.`,params:{invoices:{type:"array",description:"Array of invoices, each with nested lineItems[].",items:{type:"object",required:["invoiceReference","currencyCode"],properties:{rowIndex:{type:"string"},invoiceReference:{type:"string",description:"Natural key \u2014 required"},contactResourceId:{type:"string",description:"Customer UUID \u2014 required"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},dueDate:{type:"string",description:"YYYY-MM-DD"},currencyCode:{type:"string",description:"ISO 4217 (SGD) \u2014 required"},internalNotes:{type:"string"},lineItems:{type:"array",description:"Line items belonging to this invoice",items:{type:"object",properties:{itemDescription:{type:"string",description:"Line description \u2014 required"},quantity:{type:"number"},unit:{type:"string",description:"Unit of measure (pcs, kg, etc.)"},unitPrice:{type:"number"},accountResourceId:{type:"string",description:"Revenue account UUID"},taxProfileResourceId:{type:"string"}}}}}}}},required:["invoices"],group:"invoices",readOnly:!1,searchHint:"bulk invoices line items multi-line upsert import",execute:async(t,e)=>{Un(e.invoices,"invoices");let r=e.invoices;return dl(r,["valueDate","dueDate"]),e2(t.client,r)}},{name:"bulk_upsert_bills",description:`Max 500 bills per call. FLAT shape: ONE line per bill via \`itemDescription\` + \`totalAmount\` + \`billAccountResourceId\` at row level. For multi-line bills use \`bulk_upsert_bill_line_items\` instead \u2014 that variant takes nested \`lineItems[]\`. Natural key: \`billReference\` (rows sharing one within a batch are MERGED \u2014 last wins). ${Vl} Dates are ISO 8601 only \u2014 dateFormat field was removed.`,params:{bills:{type:"array",description:"Array of bills to create or update (max 500). Each row needs at least: billReference, contactResourceId, valueDate, totalAmount, billAccountResourceId.",items:{type:"object",properties:{rowIndex:{type:"string"},billReference:{type:"string",description:"Natural key \u2014 required"},contactResourceId:{type:"string",description:"Supplier UUID \u2014 required"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},totalAmount:{type:"number"},billAccountResourceId:{type:"string",description:"Expense account UUID"},itemDescription:{type:"string"},internalNotes:{type:"string"}}}}},required:["bills"],group:"bills",readOnly:!1,searchHint:"bulk create update bills upsert import migrate",execute:async(t,e)=>{Un(e.bills,"bills");let r=e.bills;return dl(r,["valueDate","dueDate"]),EF(t.client,r)}},{name:"bulk_upsert_bill_line_items",description:`Nested line items per bill (max 500 bills per call). Each row carries lineItems[] under its parent bill (scoped by billReference). ${Vl}`,params:{bills:{type:"array",description:"Array of bills, each with nested lineItems[].",items:{type:"object",required:["billReference","currencyCode"],properties:{rowIndex:{type:"string"},billReference:{type:"string",description:"Natural key \u2014 required"},contactResourceId:{type:"string",description:"Supplier UUID \u2014 required"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},dueDate:{type:"string"},currencyCode:{type:"string",description:"ISO 4217 (SGD) \u2014 required"},internalNotes:{type:"string"},lineItems:{type:"array",items:{type:"object",properties:{itemDescription:{type:"string",description:"Required"},quantity:{type:"number"},unit:{type:"string"},unitPrice:{type:"number"},accountResourceId:{type:"string",description:"Expense account UUID"},taxProfileResourceId:{type:"string"}}}}}}}},required:["bills"],group:"bills",readOnly:!1,searchHint:"bulk bills line items multi-line upsert import",execute:async(t,e)=>{Un(e.bills,"bills");let r=e.bills;return dl(r,["valueDate","dueDate"]),bF(t.client,r)}},{name:"bulk_upsert_customer_credit_notes",description:`Max 500 customer credit notes per call. Natural key: creditNoteReference. ${Vl} Dates are ISO 8601 only.`,params:{customerCreditNotes:{type:"array",description:"Array of customer credit notes (max 500).",items:{type:"object",required:["creditNoteReference","currencyCode","transactionRateType"],properties:{rowIndex:{type:"string"},creditNoteReference:{type:"string",description:"Natural key \u2014 required"},contactResourceId:{type:"string",description:"Customer UUID \u2014 required"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},currencyCode:{type:"string",description:"ISO 4217 (SGD) \u2014 required"},transactionRateType:{type:"string",enum:["ORGANIZATION_RATE","TRANSACTION_RATE"],description:"Required; else the row fails."},rateFunctionToSource:{type:"number",description:"1 base = N currencyCode; TRANSACTION_RATE only."},internalNotes:{type:"string"},lineItems:{type:"array",items:{type:"object",properties:{itemDescription:{type:"string",description:"Required"},quantity:{type:"number"},unitPrice:{type:"number"},accountResourceId:{type:"string"},taxProfileResourceId:{type:"string"}}}}}}}},required:["customerCreditNotes"],group:"customer_credit_notes",readOnly:!1,searchHint:"bulk customer credit notes refund upsert import",execute:async(t,e)=>{Un(e.customerCreditNotes,"customerCreditNotes",500,"customer credit notes");let r=e.customerCreditNotes;return dl(r,["valueDate"]),J2(t.client,r)}},{name:"bulk_upsert_supplier_credit_notes",description:`Max 500 supplier credit notes per call. Natural key: creditNoteReference. ${Vl} Dates are ISO 8601 only.`,params:{supplierCreditNotes:{type:"array",description:"Array of supplier credit notes (max 500).",items:{type:"object",required:["creditNoteReference","currencyCode","transactionRateType"],properties:{rowIndex:{type:"string"},creditNoteReference:{type:"string",description:"Natural key \u2014 required"},contactResourceId:{type:"string",description:"Supplier UUID \u2014 required"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},currencyCode:{type:"string",description:"ISO 4217 (SGD) \u2014 required"},transactionRateType:{type:"string",enum:["ORGANIZATION_RATE","TRANSACTION_RATE"],description:"Required; else the row fails."},rateFunctionToSource:{type:"number",description:"1 base = N currencyCode; TRANSACTION_RATE only."},internalNotes:{type:"string"},lineItems:{type:"array",items:{type:"object",properties:{itemDescription:{type:"string",description:"Required"},quantity:{type:"number"},unitPrice:{type:"number"},accountResourceId:{type:"string"},taxProfileResourceId:{type:"string"}}}}}}}},required:["supplierCreditNotes"],group:"supplier_credit_notes",readOnly:!1,searchHint:"bulk supplier credit notes refund upsert import",execute:async(t,e)=>{Un(e.supplierCreditNotes,"supplierCreditNotes",500,"supplier credit notes");let r=e.supplierCreditNotes;return dl(r,["valueDate"]),tU(t.client,r)}},{name:"bulk_upsert_journals",description:`Max 500 manual journals per call. NATURAL KEY: \`journalReference\` (NOT \`reference\` \u2014 every other bulk-upsert uses entityReference, this one is asymmetric). LEGS field: \`journalEntries[]\` (NOT \`entries[]\` \u2014 different from \`clio journals create\` which uses entries). A leg is \`organizationAccountResourceId\` + EXACTLY ONE of \`debitAmount\` / \`creditAmount\` \u2014 omit the unused side, do not send 0, and do NOT use the \`accountResourceId\`+\`amount\`+\`type\` shape \`create_journal\` takes. Debits must equal credits per journal. ${Vl} Dates are ISO 8601 (YYYY-MM-DD) only \u2014 dateFormat field was removed.`,params:{journals:{type:"array",description:"Array of journals to create or update (max 500). Each row has journalEntries[] (debit/credit legs).",items:{type:"object",properties:{journalReference:{type:"string",description:"Natural key \u2014 required (NOTE: field is `journalReference`, not `reference`)"},valueDate:{type:"string",description:"YYYY-MM-DD \u2014 required"},contactResourceId:{type:"string"},taxVatApplicable:{type:"boolean"},taxInclusion:{type:"boolean"},journalEntries:{type:"array",description:"Journal legs (debits must equal credits) \u2014 field is `journalEntries`, NOT `entries`",items:{type:"object",properties:{organizationAccountResourceId:{type:"string",description:"Required \u2014 NOT `accountResourceId`"},debitAmount:{type:"number",description:"Debit leg \u2014 omit on a credit leg"},creditAmount:{type:"number",description:"Credit leg \u2014 omit on a debit leg"},description:{type:"string"},rowIndex:{type:"string",description:"1-based, echoed back on per-row errors"},taxProfileResourceId:{type:"string"}}}}}}}},required:["journals"],group:"journals",readOnly:!1,searchHint:"bulk manual journals upsert import migration. Legs use organizationAccountResourceId + debitAmount or creditAmount, never amount/type",execute:async(t,e)=>{Un(e.journals,"journals");let r=e.journals;return dl(r,["valueDate"]),E2(t.client,r)}},{name:"bulk_upsert_fixed_assets",description:`Bulk create/update fixed assets (max 500). Natural key: reference.
 
 \u26A0\uFE0F DATES ARE EPOCH MILLISECONDS here \u2014 purchaseDate and depreciationStartDate are numbers (e.g. 1745107200000), NOT the YYYY-MM-DD every other bulk-upsert takes. A date string \u2192 cryptic 400 "Invalid request body".
 

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "5.46.8",
+  "version": "5.46.9",
   "description": "Clio: Command Line Interface Operator for Jaz AI.",
   "type": "module",
   "bin": {