Set a Chase status
mark_chaseSets one Client's Chase for a Quarter to ready, partial, nothing_to_report, skipped or back to waiting, with an optional note; Nudges stop for ready/nothing_to_report/skipped and resume for waiting/partial. The change is recorded in the Client's history. Use this when: records arrived another way (office, post, email) or a Client should be skipped this Quarter.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| note | No | ||
| client | Yes | Client name, email or your own reference | |
| status | Yes | ||
| quarter | No | Quarter like "2026-27 Q3". Default: the Quarter whose HMRC deadline is next. | |
| recount | No | true = recount lateness from now | |
| idempotency_key | No | Optional; reuse when retrying so the change happens once. |