jaz-clio 6.1.0 → 7.0.0

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Files changed (29) hide show
  1. package/README.md +3 -3
  2. package/assets/skills/api/SKILL.md +1 -1
  3. package/assets/skills/api/references/claims.md +1 -1
  4. package/assets/skills/cli/SKILL.md +3 -3
  5. package/assets/skills/cli/references/command-catalog.md +2 -2
  6. package/assets/skills/cli/references/common-workflows.md +3 -3
  7. package/assets/skills/conversion/SKILL.md +1 -1
  8. package/assets/skills/jaz-kit/SKILL.md +1 -1
  9. package/assets/skills/jaz-pseudo-sql/SKILL.md +1 -1
  10. package/assets/skills/jobs/SKILL.md +2 -2
  11. package/assets/skills/jobs/references/audit-prep.md +10 -10
  12. package/assets/skills/jobs/references/bank-recon.md +6 -6
  13. package/assets/skills/jobs/references/building-blocks.md +5 -5
  14. package/assets/skills/jobs/references/credit-control.md +2 -2
  15. package/assets/skills/jobs/references/document-collection.md +2 -2
  16. package/assets/skills/jobs/references/fa-review.md +4 -4
  17. package/assets/skills/jobs/references/month-end-close.md +10 -10
  18. package/assets/skills/jobs/references/payment-run.md +5 -5
  19. package/assets/skills/jobs/references/quarter-end-close.md +2 -2
  20. package/assets/skills/jobs/references/supplier-recon.md +5 -5
  21. package/assets/skills/jobs/references/year-end-close.md +7 -7
  22. package/assets/skills/transaction-recipes/SKILL.md +1 -1
  23. package/assets/skills/transaction-recipes/references/asset-disposal.md +2 -2
  24. package/assets/skills/transaction-recipes/references/bad-debt-provision.md +4 -4
  25. package/assets/skills/transaction-recipes/references/hire-purchase.md +1 -1
  26. package/assets/skills/transaction-recipes/references/ifrs16-lease.md +1 -1
  27. package/assets/templates/platform-rules/jaz-agent-rules.md +2 -2
  28. package/cli.mjs +372 -372
  29. package/package.json +1 -1
@@ -13,7 +13,7 @@
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  - **`create_journal(...)`** (step 4): the single ECL adjustment. ONE-SHOT: no schedule, no future-dated entries.
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  ### Lookup and verification tools
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- - **`generate_aged_ar(endDate: <date>)`** (step 1 input): AR aged into the buckets the calculator expects.
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+ - **`generate_aged_receivables(endDate: <date>)`** (step 1 input): AR aged into the buckets the calculator expects.
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  - **`search_accounts(filter: {name: {in: ['Allowance for Doubtful Debts', 'Bad Debt Expense']}})`**: step 2.
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  - **`generate_trial_balance(endDate: <date>)`** (step 1 input): pull `existingProvision` from the current `Allowance for Doubtful Debts` balance; step 5 verify the post-journal balance matches the calculated ECL.
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  - **`search_capsules(filter: {title: {eq: <capsule title>}})`**: step 0 idempotency check (one ECL capsule per period; quarterly = 4 per FY).
@@ -39,7 +39,7 @@ If a result returns: halt. ECL is one-shot per period; duplicate would double-re
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  ### Step 1: Pull AR aging + existing provision, then calculate
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  ```
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- generate_aged_ar(endDate: '2025-12-31')
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+ generate_aged_receivables(endDate: '2025-12-31')
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  ```
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  Returns aging buckets. Map to calculator inputs:
@@ -184,7 +184,7 @@ pay_invoice(
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  Use the appropriate jurisdiction-specific account if your CoA distinguishes write-offs from generic bad debt expense.
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- Write-offs reduce both the gross AR balance AND offset against the existing Allowance (since the customer is now provisioned for). Re-run step 1 `generate_aged_ar` afterwards; the written-off customer should no longer appear, and the corresponding portion of the Allowance should reduce.
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+ Write-offs reduce both the gross AR balance AND offset against the existing Allowance (since the customer is now provisioned for). Re-run step 1 `generate_aged_receivables` afterwards; the written-off customer should no longer appear, and the corresponding portion of the Allowance should reduce.
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  ---
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@@ -196,7 +196,7 @@ Write-offs reduce both the gross AR balance AND offset against the existing Allo
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  | Calculator | ECL far larger than expected | Rates were passed as percentages of 100 by mistake, or as decimals where percent is expected. `2` is 2%; `0.02` is 0.02%. |
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  | Step 2 | `Allowance for Doubtful Debts` is missing | Most-commonly-missing account. Create via `create_account(name: 'Allowance for Doubtful Debts', code: <unused account code>, accountType: 'Current Asset')`. |
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  | Verification | TB Allowance ≠ calculated ECL after journal posts | Investigate: likely an interim period posted its own ECL adjustment after `existingProvision` was read (cumulative). Audit via `generate_general_ledger(accountResourceIds: [<Allowance>], startDate: <FY-start>, endDate: <today>)`. |
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- | Specific write-off changes ECL inputs | (process) | After Path A or Path B write-off, re-run step 1 `generate_aged_ar` and recalculate with updated buckets; the calculated ECL likely reduces because the worst customer is now off the books. |
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+ | Specific write-off changes ECL inputs | (process) | After Path A or Path B write-off, re-run step 1 `generate_aged_receivables` and recalculate with updated buckets; the calculated ECL likely reduces because the worst customer is now off the books. |
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  ---
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@@ -17,7 +17,7 @@ The lease calculator handles both: pass `usefulLifeMonths` (CLI `--useful-life`)
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  Returns the lease result shape: `{ presentValue, monthlyRouDepreciation, depreciationMonths, isHirePurchase, totalCashPayments, totalInterest, totalDepreciation, initialJournal, schedule[termMonths], blueprint }`. `isHirePurchase` is `true`, `depreciationMonths` equals the useful life, and `blueprint.capsuleType` is `Hire Purchase`.
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  ### Posting and lookup tools
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- - All the same as `ifrs16-lease.md`: `list_capsule_types`, `create_capsule_type`, `create_capsule`, `create_journal`, `create_fixed_asset`, plus `search_capsules`, `search_accounts`, `search_contacts` for the financing counterparty, `list_bank_accounts`, `generate_trial_balance` and `generate_fa_summary`.
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+ - All the same as `ifrs16-lease.md`: `list_capsule_types`, `create_capsule_type`, `create_capsule`, `create_journal`, `create_fixed_asset`, plus `search_capsules`, `search_accounts`, `search_contacts` for the financing counterparty, `list_bank_accounts`, `generate_trial_balance` and `generate_fixed_assets_summary`.
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  ### Cross-references
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  - See `ifrs16-lease.md` for the full step-by-step, problems table, and variations. This file documents only the hire-purchase-specific deltas.
@@ -19,7 +19,7 @@
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  - **`search_contacts(filter: {supplier: true, name: {eq: <lessor>}})`**: step 2 (lease counterparty).
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  - **`list_bank_accounts()`**: step 2 (the account the lease payments leave from).
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  - **`generate_trial_balance(endDate: <date>)`**: step 5 verify.
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- - **`generate_fa_summary(primarySnapshotStartDate: <period-start>, primarySnapshotEndDate: <period-end>, groupBy: 'CATEGORY')`**: step 5 verify Jaz auto-posted ROU depreciation.
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+ - **`generate_fixed_assets_summary(primarySnapshotStartDate: <period-start>, primarySnapshotEndDate: <period-end>, groupBy: 'CATEGORY')`**: step 5 verify Jaz auto-posted ROU depreciation.
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  ### Cross-references
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  - Operational context: invoked during month-end close (post or finalize this period's unwinding journal + verify Jaz FA posted ROU depreciation) and at `jobs/references/year-end-close.md` Y6 (current/non-current reclassification of the next 12 months' principal portion).
@@ -4,11 +4,11 @@ Jaz accounting guidance for this workspace. Load the installed Jaz skills for de
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  ## Discovery
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- Jaz exposes **381 tools across 49 namespaces**. Your tool list shows **3, 49, or 381** entries depending on packaging; **never infer capability from its length.**
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+ Jaz exposes **382 tools across 49 namespaces**. Your tool list shows **3, 49, or 382** entries depending on packaging; **never infer capability from its length.**
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  - **3**: `search_tools(query)` → `describe_tools(names)` → `execute_tool(name, args)`. Empty query returns the namespace map.
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  - **49**: namespace routers; call one with `{ operation, arguments }`. Its description lists its operations.
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- - **381**: call operations directly by name.
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+ - **382**: call operations directly by name.
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  `describe_capabilities` returns the capability map on all three. **Call it before telling the user Jaz cannot do something.**
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