jaz-clio 6.1.0 → 7.0.0

package/README.md

@@ -3,13 +3,13 @@
 <p align="center">
   <a href="https://www.npmjs.com/package/jaz-clio"><img src="https://img.shields.io/npm/v/jaz-clio?style=for-the-badge&logo=npm" alt="npm"></a>
   <a href="https://www.npmjs.com/package/jaz-clio"><img src="https://img.shields.io/npm/dm/jaz-clio?style=for-the-badge&label=downloads" alt="npm downloads"></a>
-  <img src="https://img.shields.io/badge/tools-381-blue?style=for-the-badge" alt="381 tools">
+  <img src="https://img.shields.io/badge/tools-382-blue?style=for-the-badge" alt="382 tools">
   <a href="https://github.com/teamtinvio/jaz-ai/blob/main/LICENSE"><img src="https://img.shields.io/github/license/teamtinvio/jaz-ai?style=for-the-badge&color=green" alt="License"></a>
 </p>
 
 <p align="center"><b>Fastest ledger for agents.</b><br>Jaz accounting on the command line, and inside any AI agent.</p>
 
-381 tools · 74 command groups · 7 skills · 13 calculators · 12 job playbooks · 148 field-tested API rules.
+382 tools · 74 command groups · 7 skills · 13 calculators · 12 job playbooks · 148 field-tested API rules.
 
 ```bash
 npm install -g jaz-clio
@@ -109,7 +109,7 @@ that ends up in a journal.
 
 ## MCP server
 
-381 tools for any AI agent that speaks MCP. Runs locally: no cloud, no ports.
+382 tools for any AI agent that speaks MCP. Runs locally: no cloud, no ports.
 
 > **No install at all?** Claude.ai, ChatGPT, Cowork, and Microsoft Copilot Studio can use Jaz through the hosted connector. Add `https://mcp.jaz.ai/mcp` as a custom connector and sign in with OAuth, no key. The local setup below is for terminal use, scripting, and editors that run MCP servers as local processes.
 

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 6.1.0
+version: 7.0.0
 description: >-
   Use this skill whenever you call, debug, or review code that touches the Jaz
   REST API. Covers field names, response shapes, 148 production gotchas, error

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

@@ -9,7 +9,7 @@ separate surface.
 
 A receipt is a BILL (a vendor's invoice) or a CLAIM (an employee's reimbursed expense):
 different tools. Decide by intent, else by capability: call `get_my_context` and read
-`moduleRoles`: PURCHASES ≠ NO_ACCESS → bill (`create_bt_from_attachment`); else
+`moduleRoles`: PURCHASES ≠ NO_ACCESS → bill (`create_transaction_from_document`); else
 EMPLOYEE_CLAIMS ≠ NO_ACCESS → claim (`create_claim_from_attachment`). The always-on
 `claims-routing` policy carries the full rule.
 

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 6.1.0
+version: 7.0.0
 description: >-
   Use this skill when running Clio CLI commands, building shell scripts with
   Clio, debugging auth issues, understanding --json output, paginating results,
@@ -8,7 +8,7 @@ description: >-
   precedence, output formats, entity resolution, and common workflow patterns.
   Also use when the user asks how to use clio, what commands are available, or
   how to automate accounting tasks from the command line. Covers all
-  74 command groups and 381 tools, including employee-expense claims.
+  74 command groups and 382 tools, including employee-expense claims.
 license: MIT
 compatibility: Requires Node.js >= 18.0.0. Install via npm install -g jaz-clio.
 ---
@@ -17,7 +17,7 @@ compatibility: Requires Node.js >= 18.0.0. Install via npm install -g jaz-clio.
 
 > **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.
 
-You are working with **Clio** (`jaz-clio`), the CLI for the Jaz accounting platform. 74 command groups, 13 calculators, 12 job playbooks (jaz-jobs skill), 381 tools. Also fully compatible with Juan Accounting (same API, same endpoints).
+You are working with **Clio** (`jaz-clio`), the CLI for the Jaz accounting platform. 74 command groups, 13 calculators, 12 job playbooks (jaz-jobs skill), 382 tools. Also fully compatible with Juan Accounting (same API, same endpoints).
 
 ## When to Use This Skill
 

package/assets/skills/cli/references/command-catalog.md

@@ -529,7 +529,7 @@ Dynamic strings in schedulers: `{{Day}}`, `{{Date}}`, `{{Date+X}}`, `{{DateRange
 clio reports generate <type> [flags]
 ```
 
-Types: `trial-balance`, `balance-sheet`, `profit-loss`, `cashflow`, `aged-ar`, `aged-ap`, `cash-balance`, `general-ledger`, `vat-ledger`, `equity-movement`, `bank-balance-summary`, `bank-recon-summary`, `bank-recon-details`, `fa-summary`, `fa-recon-summary`, `ar-report`, `ledger-highlights`
+Types: `trial-balance`, `balance-sheet`, `profit-loss`, `cashflow`, `aged-receivables`, `aged-payables`, `cash-balance`, `general-ledger`, `vat-ledger`, `equity-movement`, `bank-balance-summary`, `bank-reconciliation-summary`, `bank-reconciliation-details`, `fixed-assets-summary`, `fixed-assets-reconciliation-summary`, `aged-receivables-summary`, `aged-payables-summary`, `ledger-highlights`
 
 | Flag | Purpose |
 |------|---------|
@@ -727,7 +727,7 @@ Valid entity types: INVOICE, BILL, CUSTOMER_CREDIT_NOTE, SUPPLIER_CREDIT_NOTE, S
 Universal async tracker: any operation returning a jobId (contacts bulk-upsert, items bulk-upsert, bank import, magic processing) can be polled here.
 
 ### `clio mcp`: MCP stdio server
-Starts an MCP server for Claude Code / AI tool integration. Exposes all 381 operations.
+Starts an MCP server for Claude Code / AI tool integration. Exposes all 382 operations.
 
 ### `clio init`: Skill installer
 Installs AI agent skills into your project.

package/assets/skills/cli/references/common-workflows.md

@@ -70,7 +70,7 @@ Follow the month-end playbook in the jaz-jobs skill (`references/month-end-close
 clio reports generate trial-balance --to 2026-03-31 --json > tb-mar.json
 clio reports generate profit-loss --from 2026-03-01 --to 2026-03-31 --json > pl-mar.json
 clio reports generate balance-sheet --to 2026-03-31 --json > bs-mar.json
-clio reports generate bank-recon-summary --to 2026-03-31 --json > recon-mar.json
+clio reports generate bank-reconciliation-summary --to 2026-03-31 --json > recon-mar.json
 
 # Create adjusting journal if needed
 clio journals create \
@@ -83,8 +83,8 @@ clio journals create \
   --finalize
 
 # Generate aged AR/AP reports
-clio reports generate aged-ar --to 2026-03-31 --json > aged-ar-mar.json
-clio reports generate aged-ap --to 2026-03-31 --json > aged-ap-mar.json
+clio reports generate aged-receivables --to 2026-03-31 --json > aged-receivables-mar.json
+clio reports generate aged-payables --to 2026-03-31 --json > aged-payables-mar.json
 ```
 
 ## 4. FX Transaction: Add Currency, Set Rate, Create Invoice

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 6.1.0
+version: 7.0.0
 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: 6.1.0
+version: 7.0.0
 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: 6.1.0
+version: 7.0.0
 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: 6.1.0
+version: 7.0.0
 description: >-
   Use this skill for recurring accounting workflows: month/quarter/year-end
   close, bank reconciliation, GST/VAT filing, payment runs, credit control,
@@ -24,7 +24,7 @@ You are helping an **SMB accountant or bookkeeper** complete recurring accountin
 
 You orchestrate the **real platform tools directly**, following the phase sequence in the per-job reference:
 
-- **The per-job reference is your checklist.** Walk its phases in order and call the named platform tools: `calculate`, `search_invoices` / `search_bills` / `search_bank_records`, the `generate-reports/*` report tools (`generate_trial_balance`, `generate_aged_ar`, `generate_vat_ledger`, …), `reconcile_*`, `create_capsule`, `create_journal`, `bulk_finalize_drafts`, `update_account` lockDate, and so on. There is no "blueprint tool" or checklist command to call; the reference IS the plan.
+- **The per-job reference is your checklist.** Walk its phases in order and call the named platform tools: `calculate`, `search_invoices` / `search_bills` / `search_bank_records`, the `generate-reports/*` report tools (`generate_trial_balance`, `generate_aged_receivables`, `generate_vat_ledger`, …), `reconcile_*`, `create_capsule`, `create_journal`, `bulk_finalize_drafts`, `update_account` lockDate, and so on. There is no "blueprint tool" or checklist command to call; the reference IS the plan.
 - **Local CLI helpers:** five `clio jobs` sub-tools do real work for specific steps (see "CLI helpers" below).
 
 ### Scheduled and calculated entries

package/assets/skills/jobs/references/audit-prep.md

@@ -13,10 +13,10 @@
 - **`generate_general_ledger(startDate, endDate, groupBy: 'ACCOUNT')`** (step 5): the auditor's primary working document.
 
 ### Platform tools: supporting schedules
-- **`generate_aged_ar(endDate)` / `generate_aged_ap(endDate)`**: step 6.
-- **`generate_bank_recon_summary(bankAccountResourceId, primarySnapshotStartDate, primarySnapshotEndDate)` / `generate_bank_recon_details(bankAccountResourceId, primarySnapshotStartDate, primarySnapshotEndDate, filter)` per bank account**: step 7. NON-NEGOTIABLE deliverable.
+- **`generate_aged_receivables(endDate)` / `generate_aged_payables(endDate)`**: step 6.
+- **`generate_bank_reconciliation_summary(bankAccountResourceId, primarySnapshotStartDate, primarySnapshotEndDate)` / `generate_bank_reconciliation_details(bankAccountResourceId, primarySnapshotStartDate, primarySnapshotEndDate, filter)` per bank account**: step 7. NON-NEGOTIABLE deliverable.
 - **`generate_bank_balance_summary(primarySnapshotDate)`**: step 7. Cross-reference to bank confirmation letters.
-- **`generate_fa_summary(primarySnapshotStartDate, primarySnapshotEndDate, groupBy)` / `generate_fa_recon_summary(primarySnapshotStartDate, primarySnapshotEndDate)`**: step 8.
+- **`generate_fixed_assets_summary(primarySnapshotStartDate, primarySnapshotEndDate, groupBy)` / `generate_fixed_assets_reconciliation_summary(primarySnapshotStartDate, primarySnapshotEndDate)`**: step 8.
 - **`generate_vat_ledger(startDate, endDate)`**: step 9. Annual total ties to sum of quarterly F5 returns.
 
 ### Platform tools: XLSX deliverables
@@ -101,8 +101,8 @@ The tool returns 50 rows per call by default. Page it at `limit` 50-100: a GL ro
 ## Step 6: AR / AP aging
 
 ```
-generate_aged_ar(endDate: '2025-12-31')
-generate_aged_ap(endDate: '2025-12-31')
+generate_aged_receivables(endDate: '2025-12-31')
+generate_aged_payables(endDate: '2025-12-31')
 ```
 
 Use `endDate` not `startDate` (rule 36, point-in-time snapshot). Assert:
@@ -118,8 +118,8 @@ And post any top-up provision yourself: `create_capsule` (type `ECL Provision`),
 ## Step 7: Bank reconciliation (NON-NEGOTIABLE)
 
 ```
-generate_bank_recon_summary(bankAccountResourceId: <each bank account>, primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-12-31')
-generate_bank_recon_details(bankAccountResourceId: <each bank account>, primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-12-31', filter: {valueDate: {range: ['2025-01-01', '2025-12-31']}})
+generate_bank_reconciliation_summary(bankAccountResourceId: <each bank account>, primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-12-31')
+generate_bank_reconciliation_details(bankAccountResourceId: <each bank account>, primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-12-31', filter: {valueDate: {range: ['2025-01-01', '2025-12-31']}})
 generate_bank_balance_summary(primarySnapshotDate: '2025-12-31')
 ```
 
@@ -130,8 +130,8 @@ If `unreconciledCount > 0`: halt audit-prep and route back to `bank-recon.md` jo
 ## Step 8: Fixed assets + supporting schedules
 
 ```
-generate_fa_summary(primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-12-31', groupBy: 'CATEGORY')
-generate_fa_recon_summary(primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-12-31')
+generate_fixed_assets_summary(primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-12-31', groupBy: 'CATEGORY')
+generate_fixed_assets_reconciliation_summary(primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-12-31')
 ```
 
 Assert: `fa_recon.openingNbv + additions - disposals - depreciation == fa_recon.closingNbv == TB['Fixed Assets'].balance`.
@@ -220,7 +220,7 @@ The SG Form C-S wizard walks the user field-by-field through the C-S form, prefi
 | Source | Error | Recovery |
 |--------|-------|----------|
 | `generate_*` | 422 `period_not_closed` | Year-end close incomplete. Route to `year-end-close.md` first. |
-| `generate_bank_recon_summary` / `generate_bank_recon_details` | `unreconciledCount > 0` | Route to `bank-recon.md`; do NOT hand pack with this open. |
+| `generate_bank_reconciliation_summary` / `generate_bank_reconciliation_details` | `unreconciledCount > 0` | Route to `bank-recon.md`; do NOT hand pack with this open. |
 | `download_export` | 422 `period_too_long` | GL XLSX rejected for >12 months. Split into per-quarter exports. |
 | `download_export` | 504 timeout | Large org. Re-run with smaller `endDate` range or contact infrastructure team. |
 | `update_account` | 422 `lock_date_in_future` | The CoA `lockDate` must be ≤ the period end date. Use today if unsure. |

package/assets/skills/jobs/references/bank-recon.md

@@ -29,13 +29,13 @@
 - **`reconcile_cash_transfer(...)`**: inter-account transfer.
 
 ### Platform tools: create missing transactions
-- **`create_bt_from_attachment(...)`** (step 6 path B): OCR + autofill bill or invoice from receipt PDF/JPG. Local CLI: `clio magic create --file <pdf> --type bill`.
+- **`create_transaction_from_document(...)`** (step 6 path B): OCR + autofill bill or invoice from receipt PDF/JPG. Local CLI: `clio magic create --file <pdf> --type bill`.
 - **`create_cash_in(...)` / `create_cash_out(...)`** (step 6 path C): bank fees, interest, FX charges that have no source document.
 - **`create_bank_rule(...)`** (preventive): build a rule for any recurring pattern you handled this run (subscription, rent, utility) so it auto-applies next time.
 
 ### Platform tools: verification
-- **`generate_bank_recon_summary(bankAccountResourceId, primarySnapshotStartDate, primarySnapshotEndDate)`** (step 7): per-account formal recon statement.
-- **`generate_bank_recon_details(bankAccountResourceId, primarySnapshotStartDate, primarySnapshotEndDate, filter: {valueDate: {range: [from, to]}})`** (step 7): line-level recon detail for audit pack.
+- **`generate_bank_reconciliation_summary(bankAccountResourceId, primarySnapshotStartDate, primarySnapshotEndDate)`** (step 7): per-account formal recon statement.
+- **`generate_bank_reconciliation_details(bankAccountResourceId, primarySnapshotStartDate, primarySnapshotEndDate, filter: {valueDate: {range: [from, to]}})`** (step 7): line-level recon detail for audit pack.
 - **`generate_bank_balance_summary(primarySnapshotDate)`** (step 8): book balance vs bank statement balance per account.
 
 ### CLI tools: bulk auto-match cascade (offline)
@@ -158,7 +158,7 @@ For unreconciled rows that have no book-side counterpart yet:
 ```
 clio magic create --file <invoice-or-receipt-path> --type bill   # or --type invoice
 # OR equivalent MCP call:
-create_bt_from_attachment(
+create_transaction_from_document(
   businessTransactionType: 'BILL' | 'INVOICE',
   sourceUrl: <file URL>   // omit when the host attaches the file to the call
 )
@@ -220,8 +220,8 @@ search_bank_records(accountResourceId: B.resourceId, status: 'UNRECONCILED', lim
 Target: zero rows OR all remaining are documented timing differences (outstanding cheques, deposits in transit clearing next period; practitioner annotates). Record the judgment: `jot(kind: SCOPE)` naming each residual accepted as a timing difference and why it clears next period.
 
 ```
-generate_bank_recon_summary(bankAccountResourceId: B.resourceId, primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-01-31')
-generate_bank_recon_details(bankAccountResourceId: B.resourceId, primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-01-31', filter: {valueDate: {range: ['2025-01-01', '2025-01-31']}})
+generate_bank_reconciliation_summary(bankAccountResourceId: B.resourceId, primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-01-31')
+generate_bank_reconciliation_details(bankAccountResourceId: B.resourceId, primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-01-31', filter: {valueDate: {range: ['2025-01-01', '2025-01-31']}})
 ```
 
 Keep both the summary and the line-level detail per account; audit-prep step 7 will require them.

package/assets/skills/jobs/references/building-blocks.md

@@ -44,8 +44,8 @@ generate_balance_sheet(snapshotDate: <period-end>)
 Standard assertions:
 - TB: `Debits == Credits` (always; if not, system bug).
 - BS: `Total Assets == Total Liabilities + Total Equity`.
-- TB AR == `generate_aged_ar(endDate)` total.
-- TB AP == `generate_aged_ap(endDate)` total.
+- TB AR == `generate_aged_receivables(endDate)` total.
+- TB AP == `generate_aged_payables(endDate)` total.
 - TB Cash == `generate_bank_balance_summary(primarySnapshotDate)` per-bank total (via `bank-recon.md`).
 
 ## Calculated schedules: calculate, capsule, post
@@ -115,11 +115,11 @@ get_capsule(resourceId)   # returns totalTransactions (a COUNT), not the transac
 | `generate_trial_balance` | Verification, every job |
 | `generate_balance_sheet` | Verification |
 | `generate_profit_and_loss` | Verification + period analysis |
-| `generate_aged_ar` / `generate_aged_ap` | Aging-aware jobs (credit-control, payment-run, audit-prep) |
-| `generate_bank_recon_summary` / `generate_bank_recon_details` | Bank-recon, audit-prep |
+| `generate_aged_receivables` / `generate_aged_payables` | Aging-aware jobs (credit-control, payment-run, audit-prep) |
+| `generate_bank_reconciliation_summary` / `generate_bank_reconciliation_details` | Bank-recon, audit-prep |
 | `generate_vat_ledger` | GST/VAT, quarter-end Q1 |
 | `generate_general_ledger` | Investigation + audit-prep |
-| `generate_fa_summary` / `generate_fa_recon_summary` | FA review, year-end |
+| `generate_fixed_assets_summary` / `generate_fixed_assets_reconciliation_summary` | FA review, year-end |
 | `search_journals` / `search_invoices` / `search_bills` | Discovery + filter, every job |
 | `calculate` | Schedules + journal lines for every calculated step (posts nothing) |
 | `search_capsules` | Capsule lifecycle discovery |

package/assets/skills/jobs/references/credit-control.md

@@ -5,7 +5,7 @@
 ## Tools and calculators this job uses
 
 ### Platform tools
-- **`generate_aged_ar(endDate: <date>)`**: step 1: AR aging report with bucket breakdown.
+- **`generate_aged_receivables(endDate: <date>)`**: step 1: AR aging report with bucket breakdown.
 - **`search_invoices(filter: {status: {eq: 'UNPAID'}, dueDate: {lt: <date>}, contactResourceId: <customer>}, sortBy: 'dueDate', sortOrder: 'ASC', limit: 200)`**: step 2: per-customer overdue detail. Paginate.
 - **`get_contact(resourceId: <customer id>)`**: step 2: pull contact info (email, phone, primary contact).
 - **`get_contact_signals(resourceId: <id>, btType: 'SALE')`**: step 3: pull cadence + outlier signals + outstanding balance for the customer. Mid-7 endpoint.
@@ -28,7 +28,7 @@ Walk steps 1-8 below.
 ## Step 1: AR aging snapshot
 
 ```
-generate_aged_ar(endDate: '2025-01-31')
+generate_aged_receivables(endDate: '2025-01-31')
 ```
 
 Save the AR aging snapshot. Returns aging buckets (current, 30d, 60d, 90d, 120d+) per customer. Total per bucket informs collection priority.

package/assets/skills/jobs/references/document-collection.md

@@ -5,7 +5,7 @@
 ## Tools and calculators this job uses
 
 ### Platform tools
-- **`create_bt_from_attachment(businessTransactionType: 'BILL'|'INVOICE'|'CUSTOMER_CREDIT_NOTE'|'SUPPLIER_CREDIT_NOTE', sourceUrl)`**: step 4: OCR + line-item extraction + contact + CoA suggestion. Creates DRAFT transaction. Local CLI: `clio magic create --file <pdf> --type bill`.
+- **`create_transaction_from_document(businessTransactionType: 'BILL'|'INVOICE'|'CUSTOMER_CREDIT_NOTE'|'SUPPLIER_CREDIT_NOTE', sourceUrl)`**: step 4: OCR + line-item extraction + contact + CoA suggestion. Creates DRAFT transaction. Local CLI: `clio magic create --file <pdf> --type bill`.
 - **`finalize_bill(...)` / `finalize_invoice(...)` / `finalize_customer_credit_note(...)`**: step 5: finalize practitioner-reviewed Magic-extracted DRAFTs.
 - **`import_bank_statement(accountResourceId, sourceUrl | attached file)`**: step 6: bank statements (CSV / OFX / PDF); creates bank records pending reconciliation per `bank-recon.md`.
 - **`search_background_jobs(filter: {resourceId: {eq: <jobId>}})`**: step 7: poll Magic / bank-import async jobs to terminal status.
@@ -88,7 +88,7 @@ For each file with `suggestedAction: 'magic-create-bill' | 'magic-create-invoice
 ```
 clio magic create --file <decrypted path> --type bill
 # OR equivalent MCP call:
-create_bt_from_attachment(
+create_transaction_from_document(
   businessTransactionType: 'BILL',
   sourceUrl: <file URL>   // omit when the host attaches the file to the call
 )

package/assets/skills/jobs/references/fa-review.md

@@ -7,8 +7,8 @@
 ### Platform tools
 - **`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 (purchaseAmount, purchaseDate, depreciationStartDate, effectiveLife in months, depreciationMethod, depreciableValueResidualAmount, NBV).
-- **`generate_fa_summary(primarySnapshotStartDate: <period-start>, primarySnapshotEndDate: <period-end>, groupBy: 'CATEGORY')`**, step 3: aggregate FA register at period end.
-- **`generate_fa_recon_summary(primarySnapshotStartDate: <year-start>, primarySnapshotEndDate: <year-end>)`**, step 3: reconcile movement (opening + additions − disposals − depreciation = closing).
+- **`generate_fixed_assets_summary(primarySnapshotStartDate: <period-start>, primarySnapshotEndDate: <period-end>, groupBy: 'CATEGORY')`**, step 3: aggregate FA register at period end.
+- **`generate_fixed_assets_reconciliation_summary(primarySnapshotStartDate: <year-start>, primarySnapshotEndDate: <year-end>)`**, step 3: reconcile movement (opening + additions − disposals − depreciation = closing).
 - **`generate_general_ledger(accountResourceIds: [<FA category GL>], startDate, endDate)`**, step 4: per-FA-category GL movement vs FA register.
 - **`mark_fixed_asset_sold(resourceId: <id>, depreciationEndDate, assetDisposalGainLossAccountResourceId, saleBusinessTransactionType, saleItemResourceId)` / `discard_fixed_asset(resourceId: <id>, disposalDate, depreciationEndDate)`**, 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).
 - **`calculate(type: 'asset-disposal', ...)`**, then `create_capsule` + `create_journal` with `capsuleResourceId`, step 5: per disposal identified during review (see the `asset-disposal` recipe).
@@ -50,8 +50,8 @@ For each ACTIVE asset, flag for practitioner attention:
 ## Step 3: FA register reconciliation
 
 ```
-generate_fa_summary(primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-12-31', groupBy: 'CATEGORY')
-generate_fa_recon_summary(primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-12-31')
+generate_fixed_assets_summary(primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-12-31', groupBy: 'CATEGORY')
+generate_fixed_assets_reconciliation_summary(primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-12-31')
 ```
 
 Keep both the FA summary and the recon summary. Assert per FA category:

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

@@ -8,7 +8,7 @@
 - **`search_invoices(filter: {valueDate: {between: [<period-start>, <period-end>]}}, sortBy: 'valueDate', sortOrder: 'ASC', limit: 200)`**: step 1: confirm sales invoices entered. Paginate via `offset`.
 - **`search_bills(filter: {valueDate: {between: [<period-start>, <period-end>]}}, ...)`**: step 2: confirm purchase bills entered.
 - **`search_bank_records(accountResourceId: <id>, status: 'UNRECONCILED', startDate: <from>, endDate: <to>)`**: step 3: pull unreconciled bank statement entries per account.
-- **`generate_aged_ar(endDate: <date>)` / `generate_aged_ap(endDate: <date>)`**: steps 4-5: aging reports tied to TB AR / AP balances.
+- **`generate_aged_receivables(endDate: <date>)` / `generate_aged_payables(endDate: <date>)`**: steps 4-5: aging reports tied to TB AR / AP balances.
 
 ### Platform tools: accruals + valuations
 Every calculated step below is the three-step flow in `building-blocks.md` § Calculated schedules: `calculate` (schedule + journal lines, posts nothing), then `list_capsule_types` + `create_capsule`, then one `create_journal` / `create_bill` / `create_invoice` / `create_cash_in` / `create_cash_out` per step with `capsuleResourceId`.
@@ -19,7 +19,7 @@ Every calculated step below is the three-step flow in `building-blocks.md` § Ca
 - **`calculate(type: 'depreciation', ...)`**: step 9: only when an asset uses non-SL method (DDB, 150DB). Jaz native FA handles SL automatically. Verify FA register first.
 - **`calculate(type: 'leave-accrual', ...)`**: step 10: monthly leave accrual; the same amount repeats, so one `create_scheduled_journal` covers the year.
 - **FX revaluation**: step 12: **Jaz auto-handles**. `calculate(type: 'fx-reval', ...)` is verification only; do NOT post its result (would double-post).
-- **`calculate(type: 'ecl', ...)`**: step 13: top-up bad-debt provision based on `generate_aged_ar` buckets.
+- **`calculate(type: 'ecl', ...)`**: step 13: top-up bad-debt provision based on `generate_aged_receivables` buckets.
 
 ### Platform tools: reconciliation execution
 - **`view_auto_reconciliation(bankStatementEntryResourceIds: [<id>, ...])`**: step 3: READ-ONLY suggestions (does NOT write). Per-entry only; source ids from `search_bank_records` (status `UNRECONCILED`).
@@ -69,7 +69,7 @@ Compare count + sum against POS / sales register. Missing invoices = understated
 search_bills(filter: {valueDate: {between: ['2025-01-01', '2025-01-31']}}, sortBy: 'valueDate', sortOrder: 'ASC', limit: 200)
 ```
 
-Cross-reference against email + supplier portals + physical mail. Late bills = missed expenses = overstated profit. For PDFs in hand: `create_bt_from_attachment` with the file and `businessTransactionType: 'BILL'` (Jaz Magic OCR + autofill; local CLI: `clio magic create --file <pdf> --type bill`) to generate the bill draft.
+Cross-reference against email + supplier portals + physical mail. Late bills = missed expenses = overstated profit. For PDFs in hand: `create_transaction_from_document` with the file and `businessTransactionType: 'BILL'` (Jaz Magic OCR + autofill; local CLI: `clio magic create --file <pdf> --type bill`) to generate the bill draft.
 
 ### Step 3: Bank reconciliation
 
@@ -79,15 +79,15 @@ For each bank account:
 2. `search_bank_records(accountResourceId: <bank account resourceId>, status: 'UNRECONCILED', startDate: '2025-01-01', endDate: '2025-01-31', limit: 200, sortBy: 'valueDate', sortOrder: 'ASC')`.
 3. If results: drive the 5-phase cascade matcher (Step 4 in `bank-recon.md`; local CLI: `clio jobs bank-recon match --input <records> --tolerance 0.01 --date-window 14 --json`). For each match, invoke the matching `reconcile_*` tool.
 4. `view_auto_reconciliation(bankStatementEntryResourceIds: [<id>, ...], recommendationType: 'MAGIC_MATCH')`: READ-ONLY suggestions for residuals (per-entry; get ids from `search_bank_records`, status `UNRECONCILED`); commit via `quick_reconcile` / `apply_bank_rule` / per-entry `reconcile_*`.
-5. `generate_bank_recon_summary(bankAccountResourceId: <id>, primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-01-31')`. Confirm `unreconciledCount == 0` OR document the residuals for the period and surface to the user.
+5. `generate_bank_reconciliation_summary(bankAccountResourceId: <id>, primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-01-31')`. Confirm `unreconciledCount == 0` OR document the residuals for the period and surface to the user.
 
 Full detail in `bank-recon.md`. NOT idempotent; see error table.
 
 ### Steps 4-5: AR / AP aging
 
 ```
-generate_aged_ar(endDate: '2025-01-31')
-generate_aged_ap(endDate: '2025-01-31')
+generate_aged_receivables(endDate: '2025-01-31')
+generate_aged_payables(endDate: '2025-01-31')
 ```
 
 Use `endDate` (rule 36: point-in-time, not period-range). Assert: aging totals match `generate_trial_balance` AR/AP lines within the org's materiality threshold. Flag > 60d for credit-control / payment-priority. Disputed bills exit the active aging; annotate for the user.
@@ -127,7 +127,7 @@ Mirror of step 7. Existing `Deferred Revenue` capsules: find this period's DRAFT
 search_fixed_assets(filter: {status: {eq: 'ACTIVE'}, depreciationMethod: {eq: 'NO_DEPRECIATION'}})
 ```
 
-For Jaz-native SL assets: depreciation auto-posts; verify via `generate_fa_summary(primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-01-31', groupBy: 'CATEGORY')` showing month's depreciation movement. The search above returns the assets registered with `NO_DEPRECIATION`: the register's only methods are `STRAIGHT_LINE` and `NO_DEPRECIATION`, so these are the assets depreciated by manual journal (declining balance). Confirm each one's method with the practitioner, then `calculate(type: 'depreciation', method: 'ddb' | '150db', cost, salvageValue, usefulLifeYears, frequency: 'monthly')` per asset. With `frequency: 'monthly'` the calculator's `blueprint.steps` are still ANNUAL and the monthly figures are in `schedule[]`: read this period's charge from `schedule[]`, not `blueprint.steps`. Post it with `create_journal` (Dr Depreciation Expense / Cr Accumulated Depreciation) into the asset's `Depreciation` capsule. The depreciation calculator takes no start date, so its rows are undated: ask the practitioner for the posting date and set each journal's `valueDate` yourself.
+For Jaz-native SL assets: depreciation auto-posts; verify via `generate_fixed_assets_summary(primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-01-31', groupBy: 'CATEGORY')` showing month's depreciation movement. The search above returns the assets registered with `NO_DEPRECIATION`: the register's only methods are `STRAIGHT_LINE` and `NO_DEPRECIATION`, so these are the assets depreciated by manual journal (declining balance). Confirm each one's method with the practitioner, then `calculate(type: 'depreciation', method: 'ddb' | '150db', cost, salvageValue, usefulLifeYears, frequency: 'monthly')` per asset. With `frequency: 'monthly'` the calculator's `blueprint.steps` are still ANNUAL and the monthly figures are in `schedule[]`: read this period's charge from `schedule[]`, not `blueprint.steps`. Post it with `create_journal` (Dr Depreciation Expense / Cr Accumulated Depreciation) into the asset's `Depreciation` capsule. The depreciation calculator takes no start date, so its rows are undated: ask the practitioner for the posting date and set each journal's `valueDate` yourself.
 
 ### Step 10: Employee benefit accruals
 
@@ -182,7 +182,7 @@ Bank FX is revaluation, not realized: bank/cash FX uses `FX Bank Revaluation` (n
 Mental check on AR aging > 90d bucket changes. If material change vs prior month: run the ECL calculator.
 
 ```
-calculate(type: 'ecl', buckets: <generate_aged_ar buckets, each {name, balance, rate} with rate from the org ECL loss-rate matrix>, existingProvision, startDate)
+calculate(type: 'ecl', buckets: <generate_aged_receivables buckets, each {name, balance, rate} with rate from the org ECL loss-rate matrix>, existingProvision, startDate)
 ```
 
 If `adjustmentRequired` is non-zero, post it with one `create_journal` (Dr Bad Debt Expense / Cr Allowance for Doubtful Debts for an increase) into an `ECL Provision` capsule.
@@ -200,8 +200,8 @@ generate_trial_balance(endDate: '2025-01-31')
 Save the close trial balance for the period (you'll diff next month against it). Assert:
 - Debits == Credits (exact).
 - Cash / bank balances match step 3 bank reconciliation summaries.
-- AR balance == `generate_aged_ar.totalOutstanding` from step 4.
-- AP balance == `generate_aged_ap.totalOutstanding` from step 5.
+- AR balance == `generate_aged_receivables.totalOutstanding` from step 4.
+- AP balance == `generate_aged_payables.totalOutstanding` from step 5.
 - No unexpected balances (negative cash, credit balances on expense accounts).
 
 ### Steps 15-16: P&L + Balance Sheet

package/assets/skills/jobs/references/payment-run.md

@@ -6,7 +6,7 @@
 
 ### Platform tools (jaz-api)
 - **`search_bills(filter: {status: {eq: 'UNPAID'}, balanceAmount: {gt: 0}, dueDate: {lte: <cutoff>}}, sortBy: 'dueDate', sortOrder: 'ASC', limit: 200)`**, used in step 2: pull due bills (paginate via `offset` if `>200`).
-- **`generate_aged_ap(endDate: <cutoff>)`**, used in step 3: total-AP cross-check; flag bills in 60d+ aging buckets.
+- **`generate_aged_payables(endDate: <cutoff>)`**, used in step 3: total-AP cross-check; flag bills in 60d+ aging buckets.
 - **`generate_bank_balance_summary(primarySnapshotDate: <cutoff>)`**, used in step 5: confirm cash availability before approving the batch.
 - **`get_contact(resourceId: <contactResourceId>)`**, used in step 4 (per supplier): pull payment terms / preferred payment method / bank details (especially `taxId`, `bankAccountNumber`, `bicSwift` for GIRO file generation).
 - **`pay_bill(resourceId: <id>, paymentAmount, transactionAmount, accountResourceId, valueDate, ...)`**, used in step 6: post the payment per bill. NO BATCH PAYMENT ENDPOINT yet; one POST per bill.
@@ -60,10 +60,10 @@ For each bill, also collect: `contactResourceId`, `currency`, `originalAmount`,
 ## Step 3: AP aging cross-check
 
 ```
-generate_aged_ap(endDate: '2025-02-28')
+generate_aged_payables(endDate: '2025-02-28')
 ```
 
-Verify: `sum(derived outstanding) ≈ generate_aged_ap.totalOutstanding` (within the materiality threshold). Mismatch indicates pending bills in non-`UNPAID` status (e.g., `PARTIALLY_PAID`) that need separate handling; surface to the user.
+Verify: `sum(derived outstanding) ≈ generate_aged_payables.totalOutstanding` (within the materiality threshold). Mismatch indicates pending bills in non-`UNPAID` status (e.g., `PARTIALLY_PAID`) that need separate handling; surface to the user.
 
 Flag any bill in the 60d+ bucket; these need priority OR dispute resolution. Exclude bills the user has flagged as disputed.
 
@@ -116,7 +116,7 @@ pay_bill(
 After all `pay_bill` calls succeed:
 
 ```
-generate_aged_ap(endDate: '2025-02-28')
+generate_aged_payables(endDate: '2025-02-28')
 search_payments(filter: {businessTransactionReference: {startWith: 'PAYRUN-2025-02-28-'}, valueDate: {eq: '2025-02-28'}})
 ```
 
@@ -142,7 +142,7 @@ Assert: per-account balance reduced by `sum(paymentAmount per accountResourceId)
 | `pay_bill` | 422 `bill_already_paid` | Bill went `PAID` since step 2. Re-run `search_bills` for fresh state; remove from batch. |
 | `pay_bill` | 422 `lock_date_violated` | `valueDate` is in a locked period. Either lift the lock via `update_account` lock_date OR adjust `valueDate` to the next open period. |
 | `pay_bill` | 500 mid-run | Some payments succeeded; others didn't. NOT idempotent; re-running the loop creates duplicates. Use `search_payments` with the run prefix to identify what succeeded; resume from the next unprocessed bill. Record the judgment: `jot(kind: RECOVERY)` naming the resume point and the bills already paid. |
-| `generate_aged_ap` | Total mismatch with `search_bills` | Likely `PARTIALLY_PAID` bills excluded from `search_bills` filter. Add `status: {in: ['UNPAID', 'PARTIALLY_PAID']}` and retry. |
+| `generate_aged_payables` | Total mismatch with `search_bills` | Likely `PARTIALLY_PAID` bills excluded from `search_bills` filter. Add `status: {in: ['UNPAID', 'PARTIALLY_PAID']}` and retry. |
 
 ---
 

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

@@ -9,7 +9,7 @@
 
 ### Platform tools: quarterly extras
 - **`generate_vat_ledger(startDate: <Q-start>, endDate: <Q-end>)`**, Q1 GST/VAT filing prep: full quarterly tax ledger.
-- **`generate_aged_ar(endDate: <Q-end>)`**: Q2 ECL formal review input.
+- **`generate_aged_receivables(endDate: <Q-end>)`**: Q2 ECL formal review input.
 - **`calculate(type: 'ecl', ...)`**, then `create_capsule` + `create_journal` with `capsuleResourceId`: Q2 ECL top-up if material (the three-step flow in `building-blocks.md` § Calculated schedules).
 - **`search_journals(filter: {tags: {eq: 'bonus-accrual'}, valueDate: {between: [<Q-start>, <Q-end>]}})`**: Q3 bonus YTD pull.
 - **`create_journal(...)`**: Q3 bonus true-up adjustment (manual one-off).
@@ -68,7 +68,7 @@ Full step-by-step in `gst-vat-filing.md`.
 ### Q2: ECL formal review
 
 ```
-generate_aged_ar(endDate: '2025-03-31')
+generate_aged_receivables(endDate: '2025-03-31')
 clio calc ecl --current 100000 --30d 50000 --60d 20000 --90d 10000 --120d 5000 --rates 0.5,2,5,10,50 --existing-provision <TB Allowance balance> --currency <base currency> --json
 ```
 

package/assets/skills/jobs/references/supplier-recon.md

@@ -23,7 +23,7 @@
   > The amount filter differs by endpoint: `totalAmount` is accepted on bills and on
   > cashflow-transactions but **rejected on supplier credit notes**, and no `paymentAmount` filter
   > exists anywhere; it is a response field on a payment, not a filter key.
-- **`generate_aged_ap(endDate: <date>)`** (step 5): per-supplier outstanding balance.
+- **`generate_aged_payables(endDate: <date>)`** (step 5): per-supplier outstanding balance.
 - **`create_bill(...)`** / **`apply_credits_to_bill(...)`** / **`create_supplier_credit_note(...)`** (step 6): post any missing items identified during recon.
 
 ### Cross-references
@@ -62,7 +62,7 @@ search_bills(
 
 Per bill: `{resourceId, reference, valueDate, currency, originalAmount, paymentRecords, status, dueDate}`. `balanceAmount` is a FILTER key only; the API accepts it in a filter but never returns it on a bill or invoice. Reading it back yields undefined. Derive outstanding instead: `totalAmount - sum(paymentRecords[].transactionAmount) - sum(creditsApplied[].amountApplied)`, and fetch with `view: 'full'` because a lean row omits `paymentRecords` entirely. Keep the Jaz-side bill list for the recon pack.
 
-For an opening-balance recon: also pull the supplier's pre-period balance via `generate_aged_ap(endDate: <period-start - 1 day>)` and filter to this supplier.
+For an opening-balance recon: also pull the supplier's pre-period balance via `generate_aged_payables(endDate: <period-start - 1 day>)` and filter to this supplier.
 
 ## Step 3: Pull payments
 
@@ -83,7 +83,7 @@ Save. Each credit note may have been applied to one or more bills; the applicati
 ## Step 5: Compute Jaz-side closing balance
 
 ```
-generate_aged_ap(endDate: '2025-01-31')
+generate_aged_payables(endDate: '2025-01-31')
 ```
 
 Filter to this supplier. Compute: opening balance + new bills (step 2) - payments (step 3) - applied credit notes (step 4) = closing balance per Jaz.
@@ -94,7 +94,7 @@ Practitioner provides the supplier's statement (PDF, email, paper). Per-line-ite
 
 | Discrepancy | Likely cause | Fix |
 |-------------|--------------|-----|
-| Bill on supplier statement, not in Jaz | Missed bill (most common) | `create_bt_from_attachment` (local CLI: `clio magic create --file <bill-pdf> --type bill`) extracts the missing bill from its PDF, OR manual `create_bill(...)`; pay if owed. |
+| Bill on supplier statement, not in Jaz | Missed bill (most common) | `create_transaction_from_document` (local CLI: `clio magic create --file <bill-pdf> --type bill`) extracts the missing bill from its PDF, OR manual `create_bill(...)`; pay if owed. |
 | Bill in Jaz, not on supplier statement | Supplier hasn't issued / lost the invoice | Verify with supplier; if confirmed bogus, `delete_bill` (DRAFT) OR `create_supplier_credit_note` (if ACTIVE). |
 | Different amounts on same reference | Pricing dispute | Practitioner contacts supplier for clarification. Possible adjustment journal post-resolution. |
 | Bill paid per Jaz, supplier says unpaid | Bank reconciliation gap | Pull bank statement for the payment date; verify the wire/cheque cleared. If cleared, send remittance proof to supplier. |
@@ -108,7 +108,7 @@ For each missing bill / credit note: post via `create_bill` / `create_supplier_c
 
 After corrections:
 ```
-generate_aged_ap(endDate: '2025-01-31')
+generate_aged_payables(endDate: '2025-01-31')
 ```
 
 Filter to supplier. New closing balance should match the supplier statement closing balance within tolerance (typically zero; pricing rounding on long-running accounts can leave cents).

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

@@ -8,14 +8,14 @@
 - **`quarter-end-close.md`**: invoked four times in standalone mode (Q1, Q2, Q3, Q4) before annual extras run.
 
 ### Platform tools: annual extras
-- **`generate_fa_summary(primarySnapshotStartDate: <FY-start>, primarySnapshotEndDate: <FY-end>, groupBy: 'CATEGORY')`**: Y1 FA reconciliation: full-year depreciation movement per asset.
-- **`generate_fa_recon_summary(primarySnapshotStartDate: <FY-start>, primarySnapshotEndDate: <FY-end>)`**: Y1 verification: opening NBV + additions − disposals − depreciation = closing NBV.
+- **`generate_fixed_assets_summary(primarySnapshotStartDate: <FY-start>, primarySnapshotEndDate: <FY-end>, groupBy: 'CATEGORY')`**: Y1 FA reconciliation: full-year depreciation movement per asset.
+- **`generate_fixed_assets_reconciliation_summary(primarySnapshotStartDate: <FY-start>, primarySnapshotEndDate: <FY-end>)`**: Y1 verification: opening NBV + additions − disposals − depreciation = closing NBV.
 - **`search_fixed_assets(filter: {status: {in: ['ACTIVE', 'DISPOSED']}})`**: Y1 enumeration of FAs.
 - **`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, no calculator).
 - **`calculate(type: 'dividend', ...)`**, then `create_capsule` + `create_journal` (declaration) + `create_cash_out` (payment), each with `capsuleResourceId`: Y3 dividend declaration + payment.
-- **`calculate(type: 'ecl', ...)`**, then `create_capsule` + `create_journal` with `capsuleResourceId`: Y4 IFRS 9 ECL year-end true-up against `generate_aged_ar`.
+- **`calculate(type: 'ecl', ...)`**, then `create_capsule` + `create_journal` with `capsuleResourceId`: Y4 IFRS 9 ECL year-end true-up against `generate_aged_receivables`.
 - **`update_account(resourceId: <CoA root>, lockDate: <FY-end>)`**: Y8 final lock.
 
 ### Platform tools: current/non-current reclassification (manual annual journals)
@@ -60,15 +60,15 @@ For each quarter Q1-Q4: invoke `quarter-end-close.md` job. Each builds on its ow
 ### Y1: Final FA reconciliation
 
 ```
-generate_fa_summary(primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-12-31', groupBy: 'CATEGORY')
-generate_fa_recon_summary(primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-12-31')
+generate_fixed_assets_summary(primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-12-31', groupBy: 'CATEGORY')
+generate_fixed_assets_reconciliation_summary(primarySnapshotStartDate: '2025-01-01', primarySnapshotEndDate: '2025-12-31')
 ```
 
 For Jaz native straight-line depreciation: should be automatic and correct. Verify the 12-month aggregate against `generate_general_ledger(accountResourceIds: [<Depreciation Expense>], startDate, endDate)`.
 
 For non-SL assets (DDB, 150DB) depreciated from a `calculate(type: 'depreciation', method: 'ddb' | '150db')` schedule: the year's journals were posted into the asset's capsule (up front as future-dated DRAFTs, or one per monthly close). Confirm all are FINALIZED via `search_journals(filter: {status: {eq: 'DRAFT'}, valueDate: {between: [<FY-start>, <FY-end>]}})` (should be empty). If non-empty: route back to `month-end-close.md` step 9.
 
-Reconcile `generate_fa_recon_summary` formula: `openingNbv + additions − disposals − depreciation == closingNbv == TB[Fixed Assets].balance`. Mismatch beyond the materiality threshold → investigate via `search_fixed_assets(filter: {status: {eq: 'ACTIVE'}})` cross-referenced against the depreciation capsule's journals (`search_journals(filter: {valueDate: {between: [<FY-start>, <FY-end>]}})`); typical cause is a disposal posted without `mark_fixed_asset_sold` / `discard_fixed_asset`.
+Reconcile `generate_fixed_assets_reconciliation_summary` formula: `openingNbv + additions − disposals − depreciation == closingNbv == TB[Fixed Assets].balance`. Mismatch beyond the materiality threshold → investigate via `search_fixed_assets(filter: {status: {eq: 'ACTIVE'}})` cross-referenced against the depreciation capsule's journals (`search_journals(filter: {valueDate: {between: [<FY-start>, <FY-end>]}})`); typical cause is a disposal posted without `mark_fixed_asset_sold` / `discard_fixed_asset`.
 
 ### Y2: Annual true-ups (manual journals)
 
@@ -130,7 +130,7 @@ For interim dividends declared during the year: those should already be posted i
 ### Y4: IFRS 9 ECL year-end true-up
 
 ```
-generate_aged_ar(endDate: '2025-12-31')
+generate_aged_receivables(endDate: '2025-12-31')
 ```
 
 Bucket AR by aging band per the org's ECL loss-rate matrix (current 0.5%, 30d 2%, 60d 5%, 90d 10%, 120d+ 50%; tune per the org's historical loss data).

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

@@ -1,6 +1,6 @@
 ---
 name: jaz-recipes
-version: 6.1.0
+version: 7.0.0
 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

@@ -15,7 +15,7 @@
 
 ### Lookup and verification tools
 - **`get_fixed_asset(resourceId: <id>)`** (step 1): the asset's registered cost, purchase date and net book value. Use the live FA-register values; the auditor wants those, not a cached estimate.
-- **`generate_fa_summary(primarySnapshotStartDate: <FY-start>, primarySnapshotEndDate: <disposalDate>, groupBy: 'CATEGORY')`** (step 1 alt): NBV from Jaz's running FA register. If this matches your independent calculation, use it as the authoritative NBV. If they diverge: investigate (likely a missing depreciation journal).
+- **`generate_fixed_assets_summary(primarySnapshotStartDate: <FY-start>, primarySnapshotEndDate: <disposalDate>, groupBy: 'CATEGORY')`** (step 1 alt): NBV from Jaz's running FA register. If this matches your independent calculation, use it as the authoritative NBV. If they diverge: investigate (likely a missing depreciation journal).
 - **`search_capsules(filter: {title: {eq: <capsule title>}})`**: 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 2.
 - **`generate_trial_balance(endDate: <disposalDate>)`** (step 6): verify cost + accumulated depreciation cleared; gain/loss in P&L.
@@ -195,7 +195,7 @@ get_fixed_asset(resourceId: <FA UUID>)
 Should now show `status: 'DISPOSED'`, and no further depreciation auto-posting.
 
 ```
-generate_fa_recon_summary(primarySnapshotStartDate: <FY-start>, primarySnapshotEndDate: <FY-end>)
+generate_fixed_assets_reconciliation_summary(primarySnapshotStartDate: <FY-start>, primarySnapshotEndDate: <FY-end>)
 ```
 Should reflect the disposal in the year's movement: `openingNbv − depreciation − disposals == closingNbv`.