jaz-clio 5.50.0 → 5.52.0

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package/README.md CHANGED
@@ -9,7 +9,7 @@
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  <p align="center"><b>Jaz accounting on the command line, and inside any AI agent.</b></p>
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- 369 tools · 67 command groups · 7 skills · 13 calculators · 12 close playbooks · 159 field-tested API rules.
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+ 369 tools · 68 command groups · 7 skills · 13 calculators · 12 close playbooks · 159 field-tested API rules.
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  ```bash
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  npm install -g jaz-clio
@@ -50,7 +50,7 @@ clio magic create --file receipt.pdf # AI extracts, drafts the
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  clio invoices search --query 'status:unpaid AND $500+' # structured per-entity search
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  ```
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- 67 command groups, 16 report types, 13 calculators, 12 job playbooks. Every command takes `--json`. Run `clio --help` for the full list.
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+ 68 command groups, 16 report types, 13 calculators, 12 job playbooks. Every command takes `--json`. Run `clio --help` for the full list.
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  ### Foreign currency
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  ---
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  name: jaz-api
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- version: 5.50.0
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+ version: 5.52.0
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  description: >-
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  Use this skill whenever you call, debug, or review code that touches the Jaz
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  REST API. Covers field names, response shapes, 159 production gotchas, error
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  ---
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  name: jaz-cli
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- version: 5.50.0
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+ version: 5.52.0
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  description: >-
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  Use this skill when running Clio CLI commands, building shell scripts with
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  Clio, debugging auth issues, understanding --json output, paginating results,
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  precedence, output formats, entity resolution, and common workflow patterns.
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  Also use when the user asks how to use clio, what commands are available, or
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  how to automate accounting tasks from the command line. Covers all
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- 67 command groups and 369 tools, including employee-expense claims.
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+ 68 command groups and 369 tools, including employee-expense claims.
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  license: MIT
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  compatibility: Requires Node.js >= 18.0.0. Install via npm install -g jaz-clio.
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  ---
@@ -17,7 +17,7 @@ compatibility: Requires Node.js >= 18.0.0. Install via npm install -g jaz-clio.
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  > **Audience note:** for power users and CI/automation. Load this skill only when you're scripting from a terminal, building shell pipelines, or debugging from `clio --json` output. For day-to-day accounting inside Claude Desktop / Cowork, the MCP tools cover the common flows without dropping to the CLI.
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- You are working with **Clio** (`jaz-clio`) — the CLI for the Jaz accounting platform. 67 command groups, 13 calculators, 12 job blueprints, 369 tools. Also fully compatible with Juan Accounting (same API, same endpoints).
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+ You are working with **Clio** (`jaz-clio`) — the CLI for the Jaz accounting platform. 68 command groups, 13 calculators, 12 job blueprints, 369 tools. Also fully compatible with Juan Accounting (same API, same endpoints).
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  ## When to Use This Skill
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  CLI commands exit with standard codes:
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  - **Exit 0** — success
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- - **Exit 1** — user error (missing flags, invalid input, validation failure)
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- - **Exit 2** — auth error (invalid key, unreachable API)
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+ - **Exit 1** — your input needs changing (missing flags, malformed id, over-limit or duplicate batch, blank required text, unknown enum value). Also a business refusal on some commands, e.g. `approvals`.
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+ - **Exit 2** — the request was fine and the API refused or failed, OR an internal defect
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+ - **Exit 3** — auth (invalid, missing or unresolvable key)
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+
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+ **Branch on the `code` in the `--json` error envelope, not on the number alone.** Exit 1 is
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+ `VALIDATION_ERROR` for bad input but is also used by commands that report a refusal (there the
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+ outcome is on stdout, not stderr). Exit 2 splits into `API_ERROR` (the server refused; a
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+ different request may work) and `UNKNOWN_ERROR` (our defect; an identical retry fails
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+ identically). The code is the signal for whether retrying with different input can help.
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  Error messages go to stderr. When `--json` is set, the error is still on stderr so stdout stays parseable. Common errors:
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  # Clio Command Catalog
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- Complete reference for all 67 command groups. Organized by domain.
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+ Complete reference for all 68 command groups. Organized by domain.
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  ---
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@@ -382,10 +382,23 @@ The other end of `drafts submit-for-approval`. Approving POSTS THE LEDGER and is
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  `request-changes` accepts more families than `approve`: also `purchase-orders`, `purchase-requests`, `sale-orders`, `sale-quotes`, `claims`.
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- **Exit codes carry the outcome, because a refusal is not always an error.** Credit notes refuse with HTTP 200, `isSuccess:false`, and an `approvalStatus` that still reads `APPROVED` — the document's state, not the call's. `0` = approved · `1` = refused (reason printed) or UNCONFIRMED (no per-record outcome came back) · `2` = API error. Never read HTTP 200 or `approvalStatus` as success.
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+ **Exit codes carry the outcome, because a refusal is not always an error.** Credit notes refuse with HTTP 200, `isSuccess:false`, and an `approvalStatus` that still reads `APPROVED` — the document's state, not the call's. `0` = approved · `1` = refused, UNCONFIRMED, **or your input was rejected before anything was sent** · `2` = API error. Never read HTTP 200 or `approvalStatus` as success.
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+ Exit 1 carries three meanings here, so **read the JSON, not the number**: a refusal or UNCONFIRMED writes an outcome to **stdout** (`{"approved": false}` / `null`), while a rejected input writes `{"error":{"code":"VALIDATION_ERROR"}}` to **stderr** and nothing to stdout. Only the first two mean the request reached the API.
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  Claims approve via `clio claims approve` (a different endpoint), not through this group.
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+ ### `clio purchase-items` — Purchase-side catalog (read-only, 3 tools)
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+ What the organization can be billed for. No create/update/delete upstream; maintain via `clio items`.
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+ | Subcommand | Key flags |
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+ |------------|-----------|
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+ | `list` | `--limit`, `--offset`, `--all`, `--max-rows` |
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+ | `get <resourceId>` | — |
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+ | `search` | `--name`, `--reference`, `--currency-code` — all EXACT plain-string matches |
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+ No free-text `--query`: the endpoint rejects it (`The query field is not supported for this entity`). Filters here are **plain strings, not expression objects** — `PurchaseItemFilter` declares them as bare `string`, so there is no `contains`. `purchaseResourceId` and `resourceId` also exist upstream and are reachable via `--filter`.
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  ### `clio inventory` (alias: `inv`) — Inventory tracking
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  | Subcommand | Key flags |
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  |------------|-----------|
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  ---
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  name: jaz-conversion
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- version: 5.50.0
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  description: >-
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  Use this skill when migrating accounting data into Jaz — importing from Xero,
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  QuickBooks, Sage, MYOB, or Excel exports. Covers the full conversion pipeline:
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  ---
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  name: jaz-kit
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- version: 5.50.0
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  description: >-
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  Use this skill when an accountant, bookkeeper, or owner is running real books
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  in Jaz across one or more organizations from the terminal — setting up a
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  ---
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  name: jaz-pseudo-sql
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- version: 5.50.0
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  description: >-
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  Use this skill when answering ad-hoc data questions that aren't covered by
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  download_export (canonical reports — anomaly, audit, aging, P&L, BS, GL,
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  ---
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  name: jaz-jobs
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  description: >-
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  Use this skill for recurring accounting workflows — month/quarter/year-end
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  close, bank reconciliation, GST/VAT filing, payment runs, credit control,
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  ---
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  name: jaz-recipes
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  description: >-
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  Use this skill when modeling complex multi-step accounting transactions —
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  anything that spans multiple periods, involves changing amounts, or requires