feat: add credit notes, tracking, journals, purchase orders, budgets, overpayments, prepayments, quotes, and tax rates

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Author: jakeschepis

CHANGELOG.md

@@ -7,6 +7,26 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## [Unreleased]
 
+This release closes the full Xero Accounting API gap, adding credit notes, tracking categories, manual journals, purchase orders, budgets, overpayments, prepayments, quotes, tax rates, and five new financial reports.
+
+### Added
+- `xero credit-notes` — list (auto-paginated), get, create, apply against invoice (`--credit-note-id`, `--invoice-id`, `--amount`)
+- `xero tracking` — list, get, create tracking categories; `option add` to add category options
+- `xero journals` — list (auto-paginated), get, create manual journals
+- `xero journal-ledger` — list journal ledger entries with offset-based pagination (read-only audit trail)
+- `xero po` — list (auto-paginated), get, create purchase orders
+- `xero budgets` — list and get budgets (read-only; created in Xero UI)
+- `xero overpayments` — list (auto-paginated), apply against invoice
+- `xero prepayments` — list (auto-paginated), apply against invoice
+- `xero quotes` — list (auto-paginated), get, create, convert to invoice
+- `xero tax-rates list` — list tax rates (reference data)
+- `xero reports cash-flow` — Cash Flow Summary report
+- `xero reports budget-variance` — Budget Variance report (`--budget-id` required)
+- `xero reports account-transactions` — Account Transactions report (`--account-code` required)
+- `xero reports executive-summary` — Executive Summary report
+- `xero reports bank-summary` — Bank Summary report
+- `--tracking-category` and `--tracking-option` flags on `xero reports profit-loss` for segment filtering
+
 ## [0.2.0] - 2026-02-20
 
 This release introduces the Cloudflare Worker auth proxy, which removes the Xero `client_secret` from the CLI binary entirely. Authentication is now gated through the Zeus Electron app — users cannot run `xero auth login` directly without being authorised through Zeus first.

README.md

@@ -112,18 +112,108 @@ xero payments get <id>          # Get a payment
 xero payments create            # Apply a payment to an invoice
 ```
 
+### Credit Notes
+
+```bash
+xero credit-notes list              # List credit notes
+xero credit-notes get <id>          # Get a credit note by ID
+xero credit-notes create            # Create a credit note
+xero credit-notes apply             # Apply a credit note against an invoice
+```
+
+Flags: `--status`, `--type`, `--page`, `--org`, `--all-orgs`
+
+### Tracking Categories
+
+```bash
+xero tracking list                  # List tracking categories
+xero tracking get <id>              # Get a tracking category
+xero tracking create                # Create a tracking category
+xero tracking option add <id>       # Add an option to a category
+```
+
+### Manual Journals
+
+```bash
+xero journals list                  # List manual journals
+xero journals get <id>              # Get a manual journal
+xero journals create                # Create a manual journal
+```
+
+Flags: `--from`, `--to`, `--page`
+
+### Journal Ledger
+
+```bash
+xero journal-ledger list            # List journal ledger entries (audit trail)
+```
+
+Flags: `--from`, `--to`, `--offset` (0 = fetch all)
+
+### Purchase Orders
+
+```bash
+xero po list                        # List purchase orders
+xero po get <id>                    # Get a purchase order
+xero po create                      # Create a purchase order
+```
+
+Flags: `--status`, `--page`, `--org`, `--all-orgs`
+
+### Budgets
+
+```bash
+xero budgets list                   # List budgets
+xero budgets get <id>               # Get a budget by ID
+```
+
+### Overpayments & Prepayments
+
+```bash
+xero overpayments list              # List overpayments
+xero overpayments apply             # Apply an overpayment against an invoice
+xero prepayments list               # List prepayments
+xero prepayments apply              # Apply a prepayment against an invoice
+```
+
+Flags: `--page`, `--org`, `--all-orgs`
+
+### Quotes
+
+```bash
+xero quotes list                    # List quotes
+xero quotes get <id>                # Get a quote by ID
+xero quotes create                  # Create a quote
+xero quotes convert <id>            # Convert a quote to an invoice
+```
+
+Flags: `--status`, `--page`, `--org`, `--all-orgs`
+
+### Tax Rates
+
+```bash
+xero tax-rates list                 # List tax rates (reference data)
+```
+
 ### Reports
 
 ```bash
-xero reports profit-loss        # Profit & Loss
-xero reports balance-sheet      # Balance Sheet
-xero reports trial-balance      # Trial Balance
-xero reports aged-receivables   # Aged Receivables
-xero reports aged-payables      # Aged Payables
+xero reports profit-loss            # Profit & Loss
+xero reports balance-sheet          # Balance Sheet
+xero reports trial-balance          # Trial Balance
+xero reports aged-receivables       # Aged Receivables
+xero reports aged-payables          # Aged Payables
+xero reports cash-flow              # Cash Flow Summary
+xero reports budget-variance        # Budget Variance
+xero reports account-transactions   # Account Transactions
+xero reports executive-summary      # Executive Summary
+xero reports bank-summary           # Bank Summary
 ```
 
 Flags: `--from`, `--to`, `--org`, `--all-orgs`
 
+The `profit-loss` report also supports `--tracking-category` and `--tracking-option` to filter by tracking segment.
+
 ### Bank
 
 ```bash

internal/cli/commands/auth.go

@@ -114,4 +114,3 @@ func newAuthRefreshCmd(format *string) *cobra.Command {
 		},
 	}
 }
-

internal/cli/commands/budgets.go

@@ -0,0 +1,56 @@
+package commands
+
+import (
+	"github.com/jakeschepis/zeus-cli/pkg/output"
+	"github.com/spf13/cobra"
+)
+
+// NewBudgetsCmd returns the budgets command group.
+func NewBudgetsCmd(format *string, org *string) *cobra.Command {
+	cmd := &cobra.Command{
+		Use:   "budgets",
+		Short: "View Xero budgets",
+	}
+	cmd.AddCommand(
+		newBudgetsListCmd(format, org),
+		newBudgetsGetCmd(format, org),
+	)
+	return cmd
+}
+
+func newBudgetsListCmd(format *string, org *string) *cobra.Command {
+	return &cobra.Command{
+		Use:   "list",
+		Short: "List budgets",
+		RunE: func(cmd *cobra.Command, args []string) error {
+			client, _, err := getClientForOrg(*org)
+			if err != nil {
+				return err
+			}
+			budgets, err := client.ListBudgets()
+			if err != nil {
+				return err
+			}
+			return output.Print(budgets, output.Format(*format))
+		},
+	}
+}
+
+func newBudgetsGetCmd(format *string, org *string) *cobra.Command {
+	return &cobra.Command{
+		Use:   "get <budget-id>",
+		Short: "Get a budget by ID",
+		Args:  cobra.ExactArgs(1),
+		RunE: func(cmd *cobra.Command, args []string) error {
+			client, _, err := getClientForOrg(*org)
+			if err != nil {
+				return err
+			}
+			budget, err := client.GetBudget(args[0])
+			if err != nil {
+				return err
+			}
+			return output.Print(budget, output.Format(*format))
+		},
+	}
+}

internal/cli/commands/contacts.go

@@ -52,9 +52,9 @@ func newContactsListCmd(format *string, org *string) *cobra.Command {
 
 func newContactsGetCmd(format *string, org *string) *cobra.Command {
 	return &cobra.Command{
-		Use:  "get <contact-id>",
+		Use:   "get <contact-id>",
 		Short: "Get a single contact by ID",
-		Args: cobra.ExactArgs(1),
+		Args:  cobra.ExactArgs(1),
 		RunE: func(cmd *cobra.Command, args []string) error {
 			client, _, err := getClientForOrg(*org)
 			if err != nil {
@@ -109,16 +109,16 @@ func newContactsCreateCmd(format *string, org *string) *cobra.Command {
 	cmd.Flags().StringVar(&taxNumber, "tax-number", "", "Tax/VAT number")
 	cmd.Flags().BoolVar(&isCustomer, "customer", false, "Mark as a customer")
 	cmd.Flags().BoolVar(&isSupplier, "supplier", false, "Mark as a supplier")
-	cmd.MarkFlagRequired("name")
+	_ = cmd.MarkFlagRequired("name")
 	return cmd
 }
 
 func newContactsUpdateCmd(format *string, org *string) *cobra.Command {
 	var name, firstName, lastName, email, accountNum string
 	cmd := &cobra.Command{
-		Use:  "update <contact-id>",
+		Use:   "update <contact-id>",
 		Short: "Update an existing contact",
-		Args: cobra.ExactArgs(1),
+		Args:  cobra.ExactArgs(1),
 		RunE: func(cmd *cobra.Command, args []string) error {
 			input := xero.ContactCreateInput{
 				Name:          name,