jaz-clio 5.55.4 → 5.55.5

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.55.4
+version: 5.55.5
 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

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.55.4
+version: 5.55.5
 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: 5.55.4
+version: 5.55.5
 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: 5.55.4
+version: 5.55.5
 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: 5.55.4
+version: 5.55.5
 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: 5.55.4
+version: 5.55.5
 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/jobs/references/fa-review.md

@@ -5,12 +5,12 @@
 ## Tools, recipes, calculators this job uses
 
 ### Platform tools
-- **`search_fixed_assets(filter: {status: {in: ['ACTIVE', 'DISPOSED', 'WRITTEN_OFF']}}, limit: 200)`** — step 1: enumerate FAs. Paginate.
+- **`search_fixed_assets(filter: {status: {in: ['ACTIVE', 'DISPOSED', 'DISCARDED']}}, limit: 200)`** — step 1: enumerate FAs. Paginate.
 - **`get_fixed_asset(resourceId: <id>)`** — step 2: per-asset detail (cost, acquisitionDate, usefulLifeMonths, depreciationMethod, salvageValue, NBV).
 - **`generate_fa_summary(period_end: <date>)`** — step 3: aggregate FA register at period end.
 - **`generate_fa_recon_summary(period_start: <year-start>, period_end: <year-end>)`** — step 3: reconcile movement (opening + additions − disposals − depreciation = closing).
 - **`generate_general_ledger(accountResourceId: <FA category GL>, period_start, period_end)`** — step 4: per-FA-category GL movement vs FA register.
-- **`update_fixed_asset(resourceId: <id>, status: 'DISPOSED' | 'WRITTEN_OFF', disposalDate, disposalProceeds)`** — step 5: status updates for disposals. Mirror endpoints `POST /api/v1/mark-as-sold/fixed-assets` (sale) / `POST /api/v1/discard-fixed-assets/{id}` (scrap).
+- **`mark_fixed_asset_sold(resourceId: <id>, disposalDate, disposalProceeds)`** — step 5: status updates for disposals. Mirror endpoints `POST /api/v1/mark-as-sold/fixed-assets` (sale) / `POST /api/v1/discard-fixed-assets/{id}` (scrap).
 - **`plan_recipe(recipe: 'asset-disposal', ...)` + `execute_recipe(...)`** — step 5: invoke per disposal identified during review (see the `asset-disposal` recipe).
 - **`bulk_update_journals(items: [{resourceId: <id>, saveAsDraft: false}, ...])`** — step 5 / 6: finalize disposal journals + any pending DDB / 150DB depreciation DRAFTs from the `depreciation` recipe.
 
@@ -33,10 +33,10 @@ Walk steps 1-8 below. (Local CLI: `clio jobs fa-review` prints the same phased c
 ## Step 1 — Enumerate FAs
 
 ```
-search_fixed_assets(filter: {status: {in: ['ACTIVE', 'DISPOSED', 'WRITTEN_OFF']}}, limit: 200, sortBy: 'purchaseDate', sortOrder: 'ASC')
+search_fixed_assets(filter: {status: {in: ['ACTIVE', 'DISPOSED', 'DISCARDED']}}, limit: 200, sortBy: 'purchaseDate', sortOrder: 'ASC')
 ```
 
-Paginate via offset. For year-end review: include DISPOSED and WRITTEN_OFF (disposed during the year are part of the recon).
+Paginate via offset. For year-end review: include DISPOSED and DISCARDED (disposed during the year are part of the recon).
 
 ## Step 2 — Identify candidates for review
 
@@ -96,7 +96,7 @@ Then the manual FA-register status update (engine-skipped — see the `asset-dis
 update_fixed_asset(resourceId: <asset id>, status: 'DISPOSED', disposalDate, disposalProceeds)
 ```
 
-For scrap / write-off (no proceeds): `update_fixed_asset(status: 'WRITTEN_OFF', disposalDate)`.
+For scrap / write-off (no proceeds): `discard_fixed_asset(...)` — its own description is "Discard (write off) a fixed asset". There is no `WRITTEN_OFF` status; the declared set is ACTIVE, ONGOING, COMPLETED, DRAFT, DISPOSED, SOLD, DISCARDED, CLOSED_OUT.
 
 ## Step 6 — Write-off of fully depreciated unused assets
 

package/assets/skills/jobs/references/year-end-close.md

@@ -11,7 +11,7 @@
 - **`generate_fa_summary(period_end: <FY-end>)`** — Y1 FA reconciliation: full-year depreciation movement per asset.
 - **`generate_fa_recon_summary(period_start: <FY-start>, period_end: <FY-end>)`** — Y1 verification: opening NBV + additions − disposals − depreciation = closing NBV.
 - **`search_fixed_assets(filter: {status: {in: ['ACTIVE', 'DISPOSED']}})`** — Y1 enumeration of FAs.
-- **`update_fixed_asset(resourceId: <id>, status: 'ACTIVE'|'DISPOSED'|'WRITTEN_OFF')`** — Y1 fallback if any FA has incorrect status at FY-end.
+- **`mark_fixed_asset_sold(...)` for a sale or `discard_fixed_asset(...)` for a write-off — both are operations, not status mutations** — Y1 fallback if any FA has incorrect status at FY-end.
 - **`search_journals(filter: {tags: {eq: 'leave-accrual'}, valueDate: {between: [<FY-start>, <FY-end>]}})` / `search_journals(filter: {tags: {eq: 'bonus-accrual'}, ...})`** — Y2 true-up: pull all FY accrual journals to compare against actuals.
 - **`create_journal(...)`** — Y2 true-up adjustment journals (manual one-off, not recipe-driven).
 - **`plan_recipe(recipe: 'dividend', ...)` + `execute_recipe(...)`** — Y3 dividend declaration + payment (engine emits the 2-step pattern: declaration journal + payment cash-out).

package/assets/skills/transaction-recipes/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-recipes
-version: 5.55.4
+version: 5.55.5
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires

package/assets/skills/transaction-recipes/references/asset-disposal.md

@@ -16,7 +16,7 @@
 - **`generate_fa_summary(period_end: <disposalDate>)`** — step 1 alt: pull NBV directly from Jaz's running FA register. If this matches your independent calc, use it as the authoritative NBV. If they diverge: investigate (likely a missing depreciation journal).
 - **`search_capsules(filter: {title: {eq: <capsule.name>}})`** — step 0 idempotency check. Each disposal is unique; duplicate disposal journals would corrupt the FA register reconciliation.
 - **`search_accounts(filter: {name: {in: ['Vehicles', 'Accumulated Depreciation — Vehicles', 'Gain on Disposal', 'Loss on Disposal']}})`** — step 3.
-- **`update_fixed_asset(resourceId: <id>, status: 'DISPOSED' | 'WRITTEN_OFF')`** OR **`POST /api/v1/mark-as-sold/fixed-assets`** OR **`POST /api/v1/discard-fixed-assets/{id}`** — step 5 manual FA-register update (the engine-skipped note step).
+- **`mark_fixed_asset_sold(...)` for a sale (it links the sale transaction and records gain/loss) or `discard_fixed_asset(...)` for a write-off — a disposal is its own operation, never a `status` mutation via update_fixed_asset** OR **`POST /api/v1/mark-as-sold/fixed-assets`** OR **`POST /api/v1/discard-fixed-assets/{id}`** — step 5 manual FA-register update (the engine-skipped note step).
 - **`generate_trial_balance(period_end: <disposalDate>)`** — step 6: verify cost + accumulated depreciation cleared; gain/loss in P&L.
 
 ### Cross-references
@@ -134,13 +134,13 @@ POST /api/v1/discard-fixed-assets/<FA UUID>
   notes: 'Scrapped; capsule <capsuleResourceId>'
 }
 ```
-OR `update_fixed_asset(resourceId: <id>, status: 'WRITTEN_OFF', disposalDate: '2026-03-15')`.
+OR `discard_fixed_asset(resourceId: <id>, disposalDate: '2026-03-15')` for a write-off.
 
 **Trade-in (proceeds + replacement asset):**
 1. First: invoke this recipe with `proceeds: <fair value of trade-in credit>` for the disposal of the old asset.
 2. Then: `create_fixed_asset(...)` for the new asset with cost = cash paid + trade-in credit (the trade-in is part-payment).
 
-After the FA-register update: `get_fixed_asset(resourceId: <id>)` should return `status: 'DISPOSED'` (or `'WRITTEN_OFF'`).
+After the FA-register update: `get_fixed_asset(resourceId: <id>)` should return `status: 'DISPOSED'` (or `'DISCARDED'`).
 
 ### Step 6 — Verify
 

package/assets/skills/transaction-recipes/references/declining-balance.md

@@ -117,7 +117,7 @@ After the FINAL period (month 60):
 | `plan_recipe` | 422 `useful_life_invalid` | Useful life must be ≥ 2 years. Asset with useful life < 2 years: expense as period cost via `create_bill` to `Operating Expense`. |
 | `plan_recipe` | 422 `salvage_exceeds_cost` | Salvage ≥ cost is non-sensical. Verify inputs. |
 | `execute_recipe` | 422 `account_not_found` | Step 3 incomplete. `search_accounts`; create via `create_account`. |
-| Verification | NBV stuck above schedule | Either a DRAFT wasn't finalized (re-run step 5), OR Jaz FA also auto-posted SL depreciation (asset got duplicate-registered). Audit `search_fixed_assets(filter: {name: {contains: <asset>}})`. If duplicated: archive the auto-FA depreciation journals + decommission the FA via `update_fixed_asset(status: 'WRITTEN_OFF')`. |
+| Verification | NBV stuck above schedule | Either a DRAFT wasn't finalized (re-run step 5), OR Jaz FA also auto-posted SL depreciation (asset got duplicate-registered). Audit `search_fixed_assets(filter: {name: {contains: <asset>}})`. If duplicated: archive the auto-FA depreciation journals + remove the duplicate — **not** with `discard_fixed_asset`, whose own description is "records the disposal and final depreciation", i.e. it POSTS more entries in a case that wanted fewer. If the duplicate is still a draft, `delete_fixed_asset` (draft-only by design). If it is already active, stop: deleting is impossible and reversing its posted depreciation is a judgment call — surface both registrations to the practitioner. |
 | Asset reaches salvage early (impairment) | (process) | Per IAS 36 — if recoverable amount drops below NBV, write down. Manual journal: Dr Impairment Loss / Cr Accumulated Depreciation for the impairment amount. Reverse remaining DRAFT depreciation journals (`delete_journal`); recipe assumed normal life. |
 | Disposal mid-life | (process) | Invoke `asset-disposal.md` recipe. Then close depreciation capsule, delete remaining DRAFT depreciation journals. |
 

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "5.55.4",
+  "version": "5.55.5",
   "description": "Clio: Command Line Interface Operator for Jaz AI.",
   "type": "module",
   "bin": {