avatax 26.8.3 → 26.10.0

checksums.yaml

@@ -1,7 +1,7 @@
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data/lib/avatax/client/batches.rb

@@ -69,10 +69,6 @@ module AvaTax
       # required, please use the
       # [CreateTransaction API](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/CreateTransaction/).
       #
-      # Set `skipTransactionValidation` to true to defer transaction type, company code, and
-      # nested model validation until BatchV2 processes each transaction. Per-transaction
-      # validation failures are then written to the batch error file without blocking upload.
-      #
       # The maximum content length of the request body is limited to 28.6 MB. If this limit
       # is exceeded, a 404 Not Found status will be returned (possibly with a CORS error if
       # the API is called from a browser). In this situation, please split the request into
@@ -88,6 +84,33 @@ module AvaTax
       def create_batches(companyId, model)        path = "/api/v2/companies/#{companyId}/batches"
         post(path, model, {}, AvaTax::VERSION)      end
 
+      # Create custom rules import batch.
+      #
+      # Create a new custom rules import batch object attached to this company.
+      #
+      # The batch payload is the Custom Rules export envelope (tax rules, custom rules, and
+      # advanced rules). It is stored as JSON and processed downstream by BatchV2.
+      #
+      # When a custom rules import batch is created, it is added to the AvaTax Batch v2 Queue and will be
+      # processed in the order it was received. To check the
+      # status of a batch, fetch the batch and retrieve the results of the batch
+      # operation.
+      #
+      # The maximum content length of the request body is limited to 28.6 MB. If this limit
+      # exceeds then a 404 Not Found status is returned (possibly with a CORS error if
+      # the API is called from a browser). In this situation, please split the request into
+      # smaller batches.
+      #
+      # ### Security Policies
+      #
+      # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AvaTaxOnlyAccountAdmin, AvaTaxOnlyCompanyAdmin, BatchServiceAdmin, CompanyAdmin, CSPTester, FirmAdmin, SSTAdmin, SystemAdmin, SystemOperator, TechnicalSupportAdmin.
+      # Swagger Name: AvaTaxClient	  
+      # @param companyId [Integer] The ID of the company that owns this batch.
+      # @param model [Object] The custom rules import batch you wish to create.
+      # @return [Object]
+      def create_custom_rules_batch(companyId, model)        path = "/api/v2/companies/#{companyId}/batches/customrules"
+        post(path, model, {}, AvaTax::VERSION)      end
+
       # Create item import batch.
       #
       # Create a new item import batch objects attached to this company.
@@ -127,6 +150,13 @@ module AvaTax
       # required, please use the
       # [CreateTransaction API](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/CreateTransaction/).
       #
+      # Set `skipTransactionValidation` to true to defer transaction type, company code
+      # existence, and nested model validation until BatchV2 processes each transaction.
+      # Per-transaction validation failures are then written to the batch error file without
+      # blocking upload. Skipping validation only defers those checks; transactions that omit
+      # `companyCode` still inherit the company from this URL, exactly as they do when
+      # validation runs at upload time.
+      #
       # The maximum content length of the request body is limited to 28.6 MB. If this limit
       # is exceeded, a 404 Not Found status will be returned (possibly with a CORS error if
       # the API is called from a browser). In this situation, please split the request into

data/lib/avatax/client/certificates.rb

@@ -343,6 +343,47 @@ module AvaTax
       def list_custom_fields_for_certificate(companyId, id)        path = "/api/v2/companies/#{companyId}/certificates/#{id}/custom-fields"
         get(path, {}, AvaTax::VERSION)      end
 
+      # List the exemption matrix entries for an exposure zone
+      #
+      # Returns the entries in this company's exemption matrix for one exposure zone.
+      #
+      # Each entry carries the `timeLength` rule used to work out when a certificate
+      # recorded for that exposure zone and exempt reason expires, and the
+      # `qualifyingStatement` shown to the customer. See the `timeLength` field
+      # description for the meaning of each rule value.
+      #
+      # `exposureZoneId` is mandatory. Supplying `exemptReasonId` narrows the result to
+      # that one exempt reason; omitting it returns every exempt reason configured for
+      # the zone. Call `ListCertificateExposureZones` and `ListCertificateExemptReasons`
+      # to look up the available ID numbers.
+      #
+      # An exposure zone with nothing configured returns an empty list rather than a
+      # `404`, so "nothing configured" can be told apart from "no expiration rule".
+      # Exempt reasons that are disabled, or that denote exposure rather than exemption,
+      # are never listed.
+      #
+      # Results are paginated with `$top` and `$skip`. As with the other exemption
+      # certificate query APIs, `$skip` must be a multiple of `$top`.
+      #
+      # Before you can use any exemption certificates endpoints, you must set up your company for exemption certificate data storage.
+      # Companies that do not have this storage system set up will see `CertCaptureNotConfiguredError` when they call exemption
+      # certificate related APIs. To check if this is set up for a company, call `GetCertificateSetup`. To request setup of exemption
+      # certificate storage for this company, call `RequestCertificateSetup`.
+      #
+      # ### Security Policies
+      #
+      # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, AvaTaxOnlyAccountAdmin, AvaTaxOnlyAccountUser, AvaTaxOnlyCompanyAdmin, AvaTaxOnlyCompanyUser, BatchServiceAdmin, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
+      # * This API depends on the following active services:*Required* (all): AvaTaxPro, ECMEssentials, ECMPro, ECMPremium, VEMPro, VEMPremium, ECMProComms, ECMPremiumComms.
+      # Swagger Name: AvaTaxClient	  
+      # @param companyId [Integer] The ID number of the company
+      # @param exposureZoneId [Integer] Required. The ID number of the exposure zone.
+      # @param exemptReasonId [Integer] Optional. The ID number of an exempt reason. Omit to return every exempt reason configured for the exposure zone.
+      # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
+      # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
+      # @return [FetchResult]
+      def list_exemption_matrix(companyId, options={})        path = "/api/v2/companies/#{companyId}/exemptionmatrix"
+        get(path, options, AvaTax::VERSION)      end
+
       # List local exempt jurisdictions for a given exposure zone and tax code
       #
       # Returns the list of jurisdictions that are valid for a given combination of exposure zone

data/lib/avatax/client/customrules.rb

@@ -0,0 +1,503 @@
+module AvaTax
+  class Client
+    module CustomRules 
+
+
+      # Create a new custom rule
+      #
+      # Creates a new custom rule object attached to this company.
+      #
+      # Custom rules modify the default AvaTax behavior during tax calculation, customizing it to
+      # match requirements specific to your business. Rules can be used to change the taxability of
+      # an item, change the tax base of an item, alter the tax rate, modify transaction fields
+      # and addresses, allocate and split line items, update the location code, and more.
+      #
+      # Please use custom rules carefully and ensure they match the behavior agreed upon with your
+      # auditor, legal representative, and accounting team.
+      #
+      # ---
+      #
+      # Rules are built from modular _components_. A component can be a rule-wide variable or a
+      # _node_ in the directed acyclic graph defining the rule's behavior. To build a rule from scratch,
+      # start with `GetCustomRuleComponents` to retrieve supported components and the JSON `dataSchema` for each.
+      #
+      # Ensure each component has a unique `id` (for _Variable_ components, this is its name) and that its `data` field conforms to the node subtype's `dataSchema`.
+      # The `data` must be a single-escaped JSON string, not a nested object. Do not quote numbers or booleans, use only valid enumeration values, and keep
+      # arrays arrays even if they only contain a single element.
+      #
+      # _Nodes_ may be _Conditions_ or _Actions_. When deciding which node to use, prefer nodes for specific use cases,
+      # such as `MatchAddress` and `UpdateAddress`, over generic ones `MatchField` and `UpdateField` when possible.
+      #
+      # Use the `GetCustomRuleFields` endpoint to query the fields that can be used in nodes which accept arbitrary fields, such as `MatchField` and `UpdateField`.
+      #
+      # Each node defines its outgoing edges by specifying its child node IDs in the `next` array. The result of a node execution is a set of matches
+      # (e.g. which lines on the document met the criteria). Node results behave as follows:
+      # - Sequences *intersect* their results ("AND")
+      # - Branches *propagate* their results as the input to each child
+      # - Merges *union* their results ("OR")
+      #
+      # The `scope` of a condition is what part of the transaction it operates on: `Document`, `SomeLines`, `OneLine`, `AllLines`, or `NoLines`.
+      # The `scope` of an action determines what part of the transaction to apply changes to: `Document`, `MatchedLines`, `NotMatchedLines`, or `AllLines`.
+      #
+      # When using a rule to adjust taxability,
+      # - Prefer classifying the transaction so Avalara's built-in tax content applies
+      #  (for example by setting a standard tax code or entity use code with
+      #  `UpdateField`) before using a `TaxRule*` action to override that content.
+      # - To treat a line as nontaxable under Avalara's standard nontaxable code, use an
+      #  `UpdateField` node to set its tax code to `NT`.
+      #  - Place the UpdateField early in the rule so it takes effect pre-calculation.
+      # - To impact tax details, the MatchTax condition node is required to match on jurisdiction + tax type combinations.
+      #  - There can only be one MatchTax node per rule, but it can have more than one criteria set.
+      #  - Each criteria set has `matchTaxId` (unique identifier), `country`, `region`, `jurisdictionTypeId`, `jurisCode`, `taxTypeCode`, `taxSubType`, and `rateTypeCode`.
+      # - Tax subtypes and rate types may be wildcard (`*` or `ALL`) for most rule types.
+      # - Always use full names for `jurisdictionTypeId` (`Country`, `State`, `City`, `County`, `Special`) instead of their abbreviations.
+      #  - A wildcard jurisdiction code (`*` or `ALL`) applies the treatment to all jurisdictions of the given `jurisdictionTypeId`.
+      # - `TaxRule*` action nodes define how the tax is to be adjusted.
+      #  - `TaxRuleProductTaxability`: sets an item's taxability and assigns its rate type, so it requires a specific (non-wildcard) `rateTypeCode`.
+      #  - `TaxRuleRateOverride`: overrides Avalara's tax rate.
+      #  - `TaxRuleBaseOverride`: changes the tax base as a proportion of the original amount (e.g. `0.5` = 50% taxable).
+      #  - `TaxRuleExemptEntity`: after sourcing, overrides whether the matched line is
+      #  exempt for the jurisdiction and tax type.
+      # - Caps and thresholds can be applied with the `TaxRuleProductTaxability` or `TaxRuleRateOverride` actions.
+      #  - A threshold buckets amounts up to and including the threshold as non-taxable.
+      #  - A cap limits the taxable amount (per unit by default, multiplied by quantity); amounts above the cap become non-taxable.
+      #  - Add the `Document` option to apply the cap across all matching lines of the document.
+      # - A `default` value must be provided in `TaxRule*` nodes. Overrides for specific jurisdictions are optional and provided in an `overrides` array (NOT a dictionary).
+      #  - If the tax treatment (rate, taxability, etc.) is the same for all configured jurisdictions, set only the `default` value and omit `overrides`.
+      #  - You only need to set overrides for values that differ from the default.
+      #  - If a `matchTaxId` member is present in an override, it will apply to the corresponding criteria in the MatchTax node.
+      #  - If a `matchTaxId` member is NOT present in an override, pattern matching is performed on the override criteria fields with omitted fields treated as wildcards.
+      # - When multiple tax rules apply, a more specific tax type/subtype beats a wildcard, and the latest effective date wins.
+      # - A Tax Code and Tariff Code condition are mutually exclusive.
+      # - Expressions cannot be used in nodes which directly affect tax treatment.
+      #
+      # Some nodes support _expressions_, which may have variable values evaluated at transaction time.
+      # Expression-supporting fields should be indicated on the node's data schema. Expressions allow
+      # formulas using arithmetic, substitutions, and references to transaction fields; for example:
+      # - `{{Document.TotalAmount}} * 0.1` (10% of the total document amount)
+      # - `{{Line.UserDefinedFields.Udf8}}` (Line-level user-defined field 8)
+      # - `{{Line.Ref1}}{{Line.Ref2}}` (A line's Ref1 and Ref2 values concatenated)
+      # - `2 + {{MyVar}}` (The value of the "MyVar" variable defined elsewhere in the rule, plus 2)
+      #
+      # Use the `GetCustomRuleTokens` endpoint to enumerate or search for valid tokens that can be used in expressions.
+      #
+      # Lookup files / reference lists may be used where expressions are supported. Use the syntax `{{FileName.ColumnName}}` to match against
+      # a column in a Condition and use the value from another column in the matched row in an Action. Matching scopes must be compatible -
+      # line-level matches cannot be used to update a document-level field.
+      #
+      # Rule nodes are assigned execution steps based on their contents and surrounding nodes. For instance, nodes that follow tax
+      # rule actions (`TaxRule*`) or require a calculated field (such as taxable amount) are executed after tax calculation instead
+      # of before calculation. Not every node type may execute in every step. Place them accordingly to their `validSteps`.
+      # A rule will be rejected if an ordering cannot be resolved. Rules execute in the following stages:
+      # - `OnRequest`: On the API request values, before document validation.
+      # - `AfterAddressValidation`: After addresses have been geo-coded / validated once.
+      # - `AfterSourcing`: After jurisdictions and tax types have been evaluated, but before tax calculation.
+      # - `AfterDetails`: After tax calculation details have been generated.
+      # - `OnResponse`: After the document has been saved, if applicable; on the API response only.
+      #
+      # ---
+      #
+      # It is recommended to validate the rule with the `ValidateCustomRule` endpoint before creating it.
+      # This will let you review the rule's execution plan and any associated diagnostic information before saving it.
+      #
+      # ### Security Policies
+      #
+      # * This API requires one of the following user roles: AccountAdmin, AvaTaxOnlyAccountAdmin, AvaTaxOnlyCompanyAdmin, BatchServiceAdmin, CompanyAdmin, CSPTester, SSTAdmin, TechnicalSupportAdmin.
+      # Swagger Name: AvaTaxClient	  
+      # @param companyId [Integer] The ID of the company to create the rule for.
+      # @param model [Object] The rule you wish to create.
+      # @return [Object]
+      def create_custom_rule(companyId, model)        path = "/api/v2/companies/#{companyId}/customrules"
+        post(path, model, {}, AvaTax::VERSION)      end
+
+      # Delete a custom rule
+      #
+      # Delete a single custom rule object attached to this company.
+      #
+      # To maintain tax calculation consistency for recalculation of backdated transactions, it is
+      # recommended to expire a rule (set a definite end date) instead of deleting it when the rule
+      # requirements remain accurate for a past time period. This will keep the old version of the
+      # rule active for that time period so historical transactions re-calculate with the appropriate rule.
+      #
+      # If only minor changes are required (i.e. the overall purpose of the rule does not change),
+      # and historical transactions would not be significantly impacted by the update, prefer using
+      # the UpdateCustomRule operation instead of deleting and re-creating the rule.
+      #
+      # Please use custom rules carefully and ensure they match the behavior agreed upon with your
+      # auditor, legal representative, and accounting team.
+      #
+      # ### Security Policies
+      #
+      # * This API requires one of the following user roles: AccountAdmin, AvaTaxOnlyAccountAdmin, AvaTaxOnlyCompanyAdmin, BatchServiceAdmin, CompanyAdmin, CSPTester, SSTAdmin, TechnicalSupportAdmin.
+      # Swagger Name: AvaTaxClient	  
+      # @param companyId [Integer] The ID of the company that owns the rule.
+      # @param id [Integer] The ID of the rule to delete.
+      # @return [ErrorDetail[]]
+      def delete_custom_rule(companyId, id)        path = "/api/v2/companies/#{companyId}/customrules/#{id}"
+        delete(path, {}, AvaTax::VERSION)      end
+
+      # Export custom rules for a company
+      #
+      # Export all rule objects defined for this company as a portable JSON envelope.
+      #
+      # The export set can be filtered and paginated using the same query parameters
+      # as the `ListCustomRules` endpoint.
+      #
+      # This endpoint uses OData filter syntax in order to support querying nested properties;
+      # note the following differences from standard AvaTax filtering:
+      # - Instead of the infix form, use the contains() function, e.g. `contains(description, 'Amount')`
+      # - Query collection fields with the any()/all() lambda operators, e.g. `subtype/any(r: r eq 'UpdateLocationCode')`.
+      #
+      # The exported envelope can be re-imported into another company or account using the
+      # `CreateCustomRulesBatch` endpoint.
+      #
+      # By default, the export includes all rule types:
+      # - Custom Rules, the latest system which provides a new, unified, graph-based interface for engine customization
+      # - Advanced Rules, also known as transaction rules, the legacy system for modifying incoming or outgoing transaction fields
+      # - Legacy Tax Rules, traditional taxability customization
+      #
+      # Filtering is applied in two stages: `taxRuleFilter`, `advancedRuleFilter`, and `customRuleFilter` are each
+      # applied first, against their respective inner entity type, to select which rules are included. The
+      # resulting records are then converted into summary rows, and `filter` is applied afterward against
+      # those generated summary records.
+      #
+      # ### Security Policies
+      #
+      # * This API requires one of the following user roles: AccountAdmin, AccountUser, AvaTaxOnlyAccountAdmin, AvaTaxOnlyAccountUser, AvaTaxOnlyCompanyAdmin, AvaTaxOnlyCompanyUser, BatchServiceAdmin, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, ReturnsOnlyAccountAdmin, ReturnsOnlyAccountUser, ReturnsOnlyCompanyAdmin, ReturnsOnlyCompanyUser, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
+      # Swagger Name: AvaTaxClient	  
+      # @param companyId [Integer] The ID of the company to produce a rule export for.
+      # @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).
+      # @param taxRuleFilter [String] A simple filter statement to select specific TaxRuleModel records. Applied to the underlying   Legacy Tax Rule entities before they are converted into summary records; evaluated before `filter`.
+      # @param advancedRuleFilter [String] A simple filter statement to select specific AdvancedRuleExecutionModel records. Applied to the   underlying Advanced Rule entities before they are converted into summary records; evaluated before `filter`.
+      # @param customRuleFilter [String] A simple filter statement to select specific CustomRuleOutputModel records. Applied to the   underlying Custom Rule entities before they are converted into summary records; evaluated before `filter`.
+      # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
+      # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
+      # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
+      # @return [Object]
+      def export_custom_rules(companyId, options={})        path = "/api/v2/companies/#{companyId}/customrules/export"
+        get(path, options, AvaTax::VERSION)      end
+
+      # Retrieve a single custom rule
+      #
+      # Retrieves a single custom rule object attached to this company.
+      #
+      # Use this endpoint to verify the persisted state of a specific rule given its ID,
+      # or to fetch the latest, most detailed definition for editing and auditing.
+      #
+      # Custom rules modify the default AvaTax behavior during tax calculation, customizing it to
+      # match requirements specific to your business. Rules can be used to change the taxability of
+      # an item, change the tax base of an item, alter the tax rate, modify transaction fields
+      # and addresses, allocate and split line items, update the location code, and more.
+      #
+      # Please use custom rules carefully and ensure they match the behavior agreed upon with your
+      # auditor, legal representative, and accounting team.
+      #
+      # ### Security Policies
+      #
+      # * This API requires one of the following user roles: AccountAdmin, AccountUser, AvaTaxOnlyAccountAdmin, AvaTaxOnlyAccountUser, AvaTaxOnlyCompanyAdmin, AvaTaxOnlyCompanyUser, BatchServiceAdmin, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, ReturnsOnlyAccountAdmin, ReturnsOnlyAccountUser, ReturnsOnlyCompanyAdmin, ReturnsOnlyCompanyUser, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
+      # Swagger Name: AvaTaxClient	  
+      # @param companyId [Integer] The ID of the company that owns the rule.
+      # @param id [Integer] The ID of the rule.
+      # @return [Object]
+      def get_custom_rule(companyId, id)        path = "/api/v2/companies/#{companyId}/customrules/#{id}"
+        get(path, {}, AvaTax::VERSION)      end
+
+      # Fetch a filtered list of components used in custom rule definitions
+      #
+      # Retrieve a list of supported custom rule components. Start here to enumerate
+      # supported Conditions, Actions, and Variables to design rule graphs.
+      #
+      # A component may be of the following types:
+      # - *Conditions*, which are nodes which evaluate transaction-based criteria
+      # - *Actions*, which are nodes that change or update a transaction when preceding conditions pass
+      # - *Variables*, which are predefined values or expressions with rule-wide scope
+      #
+      # A component's subtype is the specific kind of condition, action, or variable it is. Examples include:
+      # - *Conditions*: MatchField, MatchAddress, MatchCustomerCode, MatchDocumentType, MatchTariffCode, MatchTaxCode, MatchEntityUseCode, MatchTax
+      # - *Actions*: UpdateField, UpdateAddress, UpdateLocationCode, TaxRuleRateOverride, TaxRuleBaseOverride, TaxRuleExemptEntity, TaxRuleProductTaxability, AddMessage
+      # - *Variables*: Expression, Aggregation
+      #
+      # The definition of a custom rule is a directed acyclic graph consisting of condition and action nodes.
+      # Variable components have rule-wide scope and are not part of the execution graph, but all three
+      # component types conform to the same model.
+      #
+      # The `dataSchema` member is an escaped JSON string which defines, in JSON schema format,
+      # the expected structure of the `data` property of any rule component with the corresponding `subtype`.
+      # Swagger Name: AvaTaxClient	  
+      # @param companyId [Integer] The ID of the company to retrieve supported definitions for.
+      # @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).
+      # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
+      # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
+      # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
+      # @return [FetchResult]
+      def get_custom_rule_components(companyId, options={})        path = "/api/v2/companies/#{companyId}/customrules/definitions/components"
+        get(path, options, AvaTax::VERSION)      end
+
+      # Fetch a filtered list of transaction fields supported by custom rules
+      #
+      # Query the transaction properties which may be used in custom rules.
+      #
+      # The following metadata is also included for each property:
+      # - A display name and description
+      # - The data type
+      # - Whether it exists at document and/or line level
+      # - Whether it can be read from and/or written to
+      # - Whether it is only available in certain steps; examples of such restrictions include: only after address validation, only after tax calculation
+      #
+      # Note that the name of a field may differ between the rule system and the raw transaction models
+      # due to the abstractions the rules system provides. The values returned by this endpoint should
+      # be considered authoritative in all custom rules contexts, including:
+      # - Components which accept field names, such as `MatchField` and `UpdateField`
+      # - In variable expressions; see also `GetCustomRuleTokens`
+      # Swagger Name: AvaTaxClient	  
+      # @param companyId [Integer] The ID of the company to retrieve supported fields for.
+      # @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).
+      # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
+      # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
+      # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
+      # @return [FetchResult]
+      def get_custom_rule_fields(companyId, options={})        path = "/api/v2/companies/#{companyId}/customrules/definitions/fields"
+        get(path, options, AvaTax::VERSION)      end
+
+      # Construct an empty template for a rule definition
+      #
+      # Generate a starter graph with empty nodes based on parameters specified in the request body.
+      #
+      # Typically, this is used to initialize an editor interface after selecting basic parameters for rule creation
+      # such as the types of conditions and actions to include.
+      #
+      # Note that this endpoint does not return a complete rule entity, only its behavior definition.
+      # The rule definition returned is not guaranteed to pass validation, as most fields for component content are left empty.
+      # Fill in any empty fields, then call `ValidateCustomRule` to validate and `CreateCustomRule` to persist.
+      # Swagger Name: AvaTaxClient	  
+      # @param companyId [Integer] The ID of the company
+      # @param model [Object] The template request
+      # @return [Object]
+      def get_custom_rule_template(companyId, model)        path = "/api/v2/companies/#{companyId}/customrules/definitions/template"
+        post(path, model, {}, AvaTax::VERSION)      end
+
+      # Fetch a filtered list of supported custom rule expression tokens
+      #
+      # Query the list of supported tokens for use in custom rule expressions.
+      #
+      # Some rule components support _expressions_, which may have variable values evaluated
+      # each time the rule runs on a transaction. An _expression token_ is a sequence delimited
+      # by double braces, such as `{{Document.Description}}`, which refers to a variable value
+      # and evaluates to that value at transaction time when used within a supporting rule.
+      #
+      # Expressions can contain formulas using many of these tokens. For example, the expression
+      # `{{Document.TotalAmount}} * 0.1` evaluates to 10% of the total document amount for
+      # the current transaction.
+      #
+      # Supported tokens include all readable transaction fields, including parameters and user-defined fields,
+      # as well as company-specific reference lists. Examples of the different token types include:
+      # - Document-level fields: `{{Document.CustomerCode}}`
+      # - Line-level fields: `{{Line.TaxCode}}`
+      # - Rule-wide variables: `{{MyVar}}`
+      # - Company lookup files: `{{FileName.ColumnName}}`
+      #
+      # String-type tokens support _functions_, which can be used for transforming the evaluated value:
+      # - `Substring(start, length)`: Extract up to `length` characters starting at 0-based index `start`; omit `length` to read to end
+      # - `Trim(str)`: Trim complete occurrences of `str` from the beginning and end of the string; omit `str` to trim whitespace
+      #
+      # Place functions inside the braces, e.g. `{{Line.Ref1.Substring(1,2)}}`.
+      #
+      # When using expressions in escaped JSON component `data`, include them verbatim inside the
+      # JSON string value. Only escape the surrounding double quotes required by JSON.
+      # Do not double-escape the braces in `{{...}}`.
+      # Swagger Name: AvaTaxClient	  
+      # @param companyId [Integer] The ID of the company to retrieve supported tokens for.
+      # @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).
+      # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
+      # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
+      # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
+      # @return [FetchResult]
+      def get_custom_rule_tokens(companyId, options={})        path = "/api/v2/companies/#{companyId}/customrules/definitions/tokens"
+        get(path, options, AvaTax::VERSION)      end
+
+      # Retrieve all custom rules for a company
+      #
+      # Query the custom rule objects defined for this company.
+      #
+      # This endpoint uses OData filter syntax in order to support querying nested properties;
+      # note the following differences from standard AvaTax filtering:
+      # - Instead of the infix form, use the contains() function, e.g. `contains(description, 'Amount')`
+      # - Query collection fields with the any()/all() lambda operators, e.g. `subtype/any(r: r eq 'UpdateLocationCode')`.
+      #
+      # By default, all rule types are included:
+      # - Custom Rules, the latest system which provides a new, unified, graph-based interface for engine customization
+      # - Advanced Rules, also known as transaction rules, the legacy system for modifying incoming or outgoing transaction fields
+      # - Legacy Tax Rules, traditional taxability customization
+      #
+      # Note that not every rule type supports every field in `CustomRuleSummaryModel`, so information
+      # unavailable for that rule type may be omitted.
+      #
+      # Filtering is applied in two stages: `taxRuleFilter`, `advancedRuleFilter`, and `customRuleFilter` are each
+      # applied first, against their respective inner entity type, to select which rules are included. The
+      # resulting records are then converted into summary rows, and `filter` is applied afterward against
+      # those generated `CustomRuleSummaryModel` summary records.
+      #
+      # ### Security Policies
+      #
+      # * This API requires one of the following user roles: AccountAdmin, AccountUser, AvaTaxOnlyAccountAdmin, AvaTaxOnlyAccountUser, AvaTaxOnlyCompanyAdmin, AvaTaxOnlyCompanyUser, BatchServiceAdmin, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, ReturnsOnlyAccountAdmin, ReturnsOnlyAccountUser, ReturnsOnlyCompanyAdmin, ReturnsOnlyCompanyUser, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
+      # Swagger Name: AvaTaxClient	  
+      # @param companyId [Integer] The ID of the company to query the custom rules for.
+      # @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).<br />*Not filterable:* ruleEntity
+      # @param taxRuleFilter [String] A simple filter statement to select specific TaxRuleModel records. Applied to the underlying   Legacy Tax Rule entities before they are converted into summary records; evaluated before `filter`.
+      # @param advancedRuleFilter [String] A simple filter statement to select specific AdvancedRuleExecutionModel records. Applied to the   underlying Advanced Rule entities before they are converted into summary records; evaluated before `filter`.
+      # @param customRuleFilter [String] A simple filter statement to select specific CustomRuleOutputModel records. Applied to the   underlying Custom Rule entities before they are converted into summary records; evaluated before `filter`.
+      # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
+      # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
+      # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
+      # @param includeEntities [Boolean] Whether or not to include the full entity definitions in the response; otherwise, only summary information is returned.
+      # @return [FetchResult]
+      def list_custom_rules(companyId, options={})        path = "/api/v2/companies/#{companyId}/customrules/summary"
+        get(path, options, AvaTax::VERSION)      end
+
+      # Update a custom rule
+      #
+      # Updates an existing custom rule object attached to this company.
+      # The rule's ID must be supplied in the request body and must match the request URL path.
+      #
+      # Prefer updating an existing rule over deletion and re-creation when the overall purpose of the rule is not changing.
+      # If required to keep different versions of a rule active (e.g. so historical transactions recalculate consistently),
+      # use this endpoint to set an explicit expiry date (end date) for a rule to limit its effective range.
+      #
+      # Custom rules modify the default AvaTax behavior during tax calculation, customizing it to
+      # match requirements specific to your business. Rules can be used to change the taxability of
+      # an item, change the tax base of an item, alter the tax rate, modify transaction fields
+      # and addresses, allocate and split line items, update the location code, and more.
+      #
+      # Please use custom rules carefully and ensure they match the behavior agreed upon with your
+      # auditor, legal representative, and accounting team.
+      #
+      # ---
+      #
+      # Rules are built from modular _components_. A component can be a rule-wide variable or a
+      # _node_ in the directed acyclic graph defining the rule's behavior. To build a rule from scratch,
+      # start with `GetCustomRuleComponents` to retrieve supported components and the JSON `dataSchema` for each.
+      #
+      # Ensure each component has a unique `id` (for _Variable_ components, this is its name) and that its `data` field conforms to the node subtype's `dataSchema`.
+      # The `data` must be a single-escaped JSON string, not a nested object. Do not quote numbers or booleans, use only valid enumeration values, and keep
+      # arrays arrays even if they only contain a single element.
+      #
+      # _Nodes_ may be _Conditions_ or _Actions_. When deciding which node to use, prefer nodes for specific use cases,
+      # such as `MatchAddress` and `UpdateAddress`, over generic ones `MatchField` and `UpdateField` when possible.
+      #
+      # Use the `GetCustomRuleFields` endpoint to query the fields that can be used in nodes which accept arbitrary fields, such as `MatchField` and `UpdateField`.
+      #
+      # Each node defines its outgoing edges by specifying its child node IDs in the `next` array. The result of a node execution is a set of matches
+      # (e.g. which lines on the document met the criteria). Node results behave as follows:
+      # - Sequences *intersect* their results ("AND")
+      # - Branches *propagate* their results as the input to each child
+      # - Merges *union* their results ("OR")
+      #
+      # The `scope` of a condition is what part of the transaction it operates on: `Document`, `SomeLines`, `OneLine`, `AllLines`, or `NoLines`.
+      # The `scope` of an action determines what part of the transaction to apply changes to: `Document`, `MatchedLines`, `NotMatchedLines`, or `AllLines`.
+      #
+      # When using a rule to adjust taxability,
+      # - Prefer classifying the transaction so Avalara's built-in tax content applies
+      #  (for example by setting a standard tax code or entity use code with
+      #  `UpdateField`) before using a `TaxRule*` action to override that content.
+      # - To treat a line as nontaxable under Avalara's standard nontaxable code, use an
+      #  `UpdateField` node to set its tax code to `NT`.
+      #  - Place the UpdateField early in the rule so it takes effect pre-calculation.
+      # - To impact tax details, the MatchTax condition node is required to match on jurisdiction + tax type combinations.
+      #  - There can only be one MatchTax node per rule, but it can have more than one criteria set.
+      #  - Each criteria set has `matchTaxId` (unique identifier), `country`, `region`, `jurisdictionTypeId`, `jurisCode`, `taxTypeCode`, `taxSubType`, and `rateTypeCode`.
+      # - Tax subtypes and rate types may be wildcard (`*` or `ALL`) for most rule types.
+      # - Always use full names for `jurisdictionTypeId` (`Country`, `State`, `City`, `County`, `Special`) instead of their abbreviations.
+      #  - A wildcard jurisdiction code (`*` or `ALL`) applies the treatment to all jurisdictions of the given `jurisdictionTypeId`.
+      # - `TaxRule*` action nodes define how the tax is to be adjusted.
+      #  - `TaxRuleProductTaxability`: sets an item's taxability and assigns its rate type, so it requires a specific (non-wildcard) `rateTypeCode`.
+      #  - `TaxRuleRateOverride`: overrides Avalara's tax rate.
+      #  - `TaxRuleBaseOverride`: changes the tax base as a proportion of the original amount (e.g. `0.5` = 50% taxable).
+      #  - `TaxRuleExemptEntity`: after sourcing, overrides whether the matched line is
+      #  exempt for the jurisdiction and tax type.
+      # - Caps and thresholds can be applied with the `TaxRuleProductTaxability` or `TaxRuleRateOverride` actions.
+      #  - A threshold buckets amounts up to and including the threshold as non-taxable.
+      #  - A cap limits the taxable amount (per unit by default, multiplied by quantity); amounts above the cap become non-taxable.
+      #  - Add the `Document` option to apply the cap across all matching lines of the document.
+      # - A `default` value must be provided in `TaxRule*` nodes. Overrides for specific jurisdictions are optional and provided in an `overrides` array (NOT a dictionary).
+      #  - If the tax treatment (rate, taxability, etc.) is the same for all configured jurisdictions, set only the `default` value and omit `overrides`.
+      #  - You only need to set overrides for values that differ from the default.
+      #  - If a `matchTaxId` member is present in an override, it will apply to the corresponding criteria in the MatchTax node.
+      #  - If a `matchTaxId` member is NOT present in an override, pattern matching is performed on the override criteria fields with omitted fields treated as wildcards.
+      # - When multiple tax rules apply, a more specific tax type/subtype beats a wildcard, and the latest effective date wins.
+      # - A Tax Code and Tariff Code condition are mutually exclusive.
+      # - Expressions cannot be used in nodes which directly affect tax treatment.
+      #
+      # Some nodes support _expressions_, which may have variable values evaluated at transaction time.
+      # Expression-supporting fields should be indicated on the node's data schema. Expressions allow
+      # formulas using arithmetic, substitutions, and references to transaction fields; for example:
+      # - `{{Document.TotalAmount}} * 0.1` (10% of the total document amount)
+      # - `{{Line.UserDefinedFields.Udf8}}` (Line-level user-defined field 8)
+      # - `{{Line.Ref1}}{{Line.Ref2}}` (A line's Ref1 and Ref2 values concatenated)
+      # - `2 + {{MyVar}}` (The value of the "MyVar" variable defined elsewhere in the rule, plus 2)
+      #
+      # Use the `GetCustomRuleTokens` endpoint to enumerate or search for valid tokens that can be used in expressions.
+      #
+      # Lookup files / reference lists may be used where expressions are supported. Use the syntax `{{FileName.ColumnName}}` to match against
+      # a column in a Condition and use the value from another column in the matched row in an Action. Matching scopes must be compatible -
+      # line-level matches cannot be used to update a document-level field.
+      #
+      # Rule nodes are assigned execution steps based on their contents and surrounding nodes. For instance, nodes that follow tax
+      # rule actions (`TaxRule*`) or require a calculated field (such as taxable amount) are executed after tax calculation instead
+      # of before calculation. Not every node type may execute in every step. Place them accordingly to their `validSteps`.
+      # A rule will be rejected if an ordering cannot be resolved. Rules execute in the following stages:
+      # - `OnRequest`: On the API request values, before document validation.
+      # - `AfterAddressValidation`: After addresses have been geo-coded / validated once.
+      # - `AfterSourcing`: After jurisdictions and tax types have been evaluated, but before tax calculation.
+      # - `AfterDetails`: After tax calculation details have been generated.
+      # - `OnResponse`: After the document has been saved, if applicable; on the API response only.
+      #
+      # ---
+      #
+      # It is recommended to validate the rule with the `ValidateCustomRule` endpoint before updating it.
+      # This will let you review the rule's execution plan and any associated diagnostic information before saving it.
+      #
+      # ### Security Policies
+      #
+      # * This API requires one of the following user roles: AccountAdmin, AvaTaxOnlyAccountAdmin, AvaTaxOnlyCompanyAdmin, BatchServiceAdmin, CompanyAdmin, CSPTester, SSTAdmin, TechnicalSupportAdmin.
+      # Swagger Name: AvaTaxClient	  
+      # @param companyId [Integer] The ID of the company that owns the rule to update.
+      # @param id [Integer] The ID of the rule to update. Must match the rule ID passed in the request body.
+      # @param model [Object] The new contents of the rule.
+      # @return [Object]
+      def update_custom_rule(companyId, id, model)        path = "/api/v2/companies/#{companyId}/customrules/#{id}"
+        put(path, model, {}, AvaTax::VERSION)      end
+
+      # Validate a custom rule
+      #
+      # Validates a custom rule and returns a detailed validation result.
+      #
+      # This endpoint allows running rule validation independently of a create or update operation,
+      # enabling checking the validity of a proposed rule without persisting changes.
+      # It also returns additional diagnostic information about how a rule will be interpreted by the
+      # engine, such as how expressions were parsed and what order the graph nodes will be executed in.
+      # Therefore, it can also be used to inspect rule behavior when troubleshooting.
+      #
+      # Validation messages are categorized into "info," "warning," and "error" severity levels:
+      # - Info-level messages provide diagnostic details about how the rule was parsed
+      # - Warning-level messages flag potential misconfigurations or scenarios which may cause unexpected behavior
+      #  and should be reviewed for intent, but do not block saving the rule
+      # - Error-level messages indicate that the rule has an issue that will prevent it from being saved or executed
+      #
+      # Examples of validation checks which are run include:
+      # - Directed acyclic graph structure compliance
+      # - Schema conformance for each `data` string
+      # - Enumeration value validity, including scope and condition operators
+      # - Field existence and step (set/get) constraints
+      # - Requirements verification for nodes with prerequisites
+      #
+      # Validation messages may reference a specific node in their `refersTo` field.
+      # If this field is empty, the message is rule-wide.
+      # Swagger Name: AvaTaxClient	  
+      # @param companyId [Integer] The ID of the company to validate the rule for.
+      # @param model [Object] Rule content to be validated.
+      # @return [Object]
+      def validate_custom_rule(companyId, model)        path = "/api/v2/companies/#{companyId}/customrules/validate"
+        post(path, model, {}, AvaTax::VERSION)      end
+    end
+  end
+end

data/lib/avatax/client/definitions.rb

@@ -529,7 +529,9 @@ module AvaTax
       #
       # Returns the full list of all Avalara-supported nexus for all countries and regions.
       #
-      # This API is intended to be useful if your user interface needs to display a selectable list of nexus.
+      # This API is intended to be useful if your user interface needs to display a selectable list of nexus.
+      #
+      # The `localNexusTypeId` field can be null. Treat null as `Selected`, the same as the Tax Calculation Service does.
       # Swagger Name: AvaTaxClient	  
       # @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).<br />*Not filterable:* streamlinedSalesTax, isSSTActive, taxTypeGroup, taxAuthorityId, taxName, parameters
       # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
@@ -566,7 +568,9 @@ module AvaTax
       #
       # Returns all Avalara-supported nexus for the specified country.
       #
-      # This API is intended to be useful if your user interface needs to display a selectable list of nexus filtered by country.
+      # This API is intended to be useful if your user interface needs to display a selectable list of nexus filtered by country.
+      #
+      # The `localNexusTypeId` field can be null. Treat null as `Selected`, the same as the Tax Calculation Service does.
       # Swagger Name: AvaTaxClient	  
       # @param country [String] The country in which you want to fetch the system nexus
       # @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).<br />*Not filterable:* streamlinedSalesTax, isSSTActive, taxTypeGroup, taxAuthorityId, taxName, parameters
@@ -581,7 +585,9 @@ module AvaTax
       #
       # Returns all Avalara-supported nexus for the specified country and region.
       #
-      # This API is intended to be useful if your user interface needs to display a selectable list of nexus filtered by country and region.
+      # This API is intended to be useful if your user interface needs to display a selectable list of nexus filtered by country and region.
+      #
+      # The `localNexusTypeId` field can be null. Treat null as `Selected`, the same as the Tax Calculation Service does.
       # Swagger Name: AvaTaxClient	  
       # @param country [String] The two-character ISO-3166 code for the country.
       # @param region [String] The two or three character region code for the region.
@@ -620,7 +626,9 @@ module AvaTax
       #
       # Returns all Avalara-supported nexus for the specified specified tax type group.
       #
-      # This API is intended to be useful if your user interface needs to display a selectable list of nexus filtered by tax type group.
+      # This API is intended to be useful if your user interface needs to display a selectable list of nexus filtered by tax type group.
+      #
+      # The `localNexusTypeId` field can be null. Treat null as `Selected`, the same as the Tax Calculation Service does.
       # Swagger Name: AvaTaxClient	  
       # @param taxTypeGroup [String] The tax type group to fetch the supporting system nexus for.
       # @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).<br />*Not filterable:* streamlinedSalesTax, isSSTActive, taxTypeGroup, taxAuthorityId, taxName, parameters
@@ -825,10 +833,11 @@ module AvaTax
       # This list of parameters is available for use when configuring your transaction.
       # Some parameters are only available for use if you have subscribed to certain features of AvaTax.
       # Swagger Name: AvaTaxClient	  
-      # @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).<br />*Not filterable:* attributeSubType, values, valueDescriptions
+      # @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).<br />*Not filterable:* attributeSubType, values, valueDescriptions, jurisdictionTypeId, jurisdictionCode, jurisdictionName, unitOfBasis, taxSubTypeId
       # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
       # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
       # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
+      # @param include [String] A comma separated list of additional data to retrieve, for example "jurisdictionDetail"  (case-insensitive). When present, the response includes jurisdictionTypeId, jurisdictionCode,  jurisdictionName, unitOfBasis and taxSubTypeId for each result. These fields are not available to $filter/$orderBy.
       # @return [FetchResult]
       def list_parameters_usage(options={})        path = "/api/v2/definitions/parametersusage"
         get(path, options, AvaTax::VERSION)      end
@@ -1106,7 +1115,7 @@ module AvaTax
       #
       # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, AvaTaxOnlyAccountAdmin, AvaTaxOnlyAccountUser, AvaTaxOnlyCompanyAdmin, AvaTaxOnlyCompanyUser, BatchServiceAdmin, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, ECMAccountUser, ECMCompanyUser, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
       # Swagger Name: AvaTaxClient	  
-      # @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).
+      # @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).<br />*Not filterable:* hasParameters
       # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
       # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
       # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.

data/lib/avatax/client/econexusthreshold.rb

@@ -5,18 +5,18 @@ module AvaTax
 
       # Retrieve economic nexus threshold statuses for a company
       #
-      # Retrieve the economic nexus threshold status for each US state in which activity has been
+      # Retrieve the economic nexus threshold status for each US region in which activity has been
       # evaluated for this company.
       #
       # Each entry in `states` describes the measurement window used, the sales and transaction
-      # thresholds that apply to that state, the company's totals for the window, and whether
+      # thresholds that apply to that region, the company's totals for the window, and whether
       # the threshold has been met.
       #
       # Threshold statuses are evaluated on a recurring schedule rather than at request time.
       # Use `lastRefreshedAt` to determine how current the returned data is; when it is absent
       # from the response, the age of the data is not known.
       #
-      # When the optional `region` query parameter is provided, only the matching state is included
+      # When the optional `region` query parameter is provided, only the matching region is included
       # in `states`. If no threshold status exists for that company and region, `states` is returned
       # as an empty array with a 200 response.
       #
@@ -27,7 +27,7 @@ module AvaTax
       # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, AvaTaxOnlyAccountAdmin, AvaTaxOnlyAccountUser, AvaTaxOnlyCompanyAdmin, AvaTaxOnlyCompanyUser, BatchServiceAdmin, CompanyAdmin, CompanyUser, Compliance Root User, ComplianceAdmin, ComplianceUser, CSPAdmin, CSPTester, FirmAdmin, FirmUser, ReturnsOnlyAccountAdmin, ReturnsOnlyAccountUser, ReturnsOnlyCompanyAdmin, ReturnsOnlyCompanyUser, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
       # Swagger Name: AvaTaxClient	  
       # @param companyId [Integer] The ID of the company to retrieve threshold statuses for.
-      # @param region [String] Optional two-letter US state postal code used to filter the results (case-insensitive).   When provided, `states` contains at most one entry, matched against the `region` field of each entry.   Must be exactly two characters; otherwise this endpoint returns 400.
+      # @param region [String] Optional two-letter US region postal code used to filter the results (case-insensitive).   When provided, `states` contains at most one entry, matched against the `region` field of each entry.   Must be exactly two characters; otherwise this endpoint returns 400.
       # @return [Object]
       def get_eco_nexus_thresholds(companyId, options={})        path = "/api/v2/companies/#{companyId}/econexusthresholds"
         get(path, options, AvaTax::VERSION)      end

data/lib/avatax/client/items.rb

@@ -116,10 +116,17 @@ module AvaTax
       # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AvaTaxOnlyAccountAdmin, AvaTaxOnlyCompanyAdmin, BatchServiceAdmin, CompanyAdmin, CSPTester, SSTAdmin, TechnicalSupportAdmin.
       # Swagger Name: AvaTaxClient	  
       # @param companyId [Integer] The ID of the company that owns this items.
+      # @param x-Avalara-Batch-Id [String] Optional. The `X-Avalara-Batch-Id` header (for example: `batchv2-98421`). Ties chunks of one source file together; consumed by downstream services.
+      # @param x-Avalara-Is-Last-Chunk [String] Optional. The `X-Avalara-Is-Last-Chunk` header. Accepts the string values `true` or `false`. Marks the final chunk of a file; consumed by downstream services.
+      # @param x-Avalara-Tax-Mode [String] Optional. The `X-Avalara-Tax-Mode` header (for example: `HIGH`). Governs downstream ICP tax code classification; consumed by downstream services.
       # @param model [Object] The items you wish to upload.
       # @return [Object]
-      def bulk_upload_items(companyId, model)        path = "/api/v2/companies/#{companyId}/items/upload"
-        post(path, model, {}, AvaTax::VERSION)      end
+      def bulk_upload_items(companyId, model, x_Avalara_Batch_Id="", x_Avalara_Is_Last_Chunk="", x_Avalara_Tax_Mode="")        path = "/api/v2/companies/#{companyId}/items/upload"
+        headers= Hash.new
+        headers["x-Avalara-Batch-Id"]=x_Avalara_Batch_Id;
+        headers["x-Avalara-Is-Last-Chunk"]=x_Avalara_Is_Last_Chunk;
+        headers["x-Avalara-Tax-Mode"]=x_Avalara_Tax_Mode;
+        post(path, model, {}, AvaTax::VERSION, headers)      end
 
       # Add classifications to an item.
       #
@@ -215,10 +222,13 @@ module AvaTax
       # Swagger Name: AvaTaxClient	  
       # @param companyId [Integer] The ID of the company that owns this item.
       # @param processRecommendationsSynchronously [Boolean] If true then Indix api will be called synchronously to get tax code recommendations.
+      # @param x-Avalara-Tax-Mode [String] Optional. The `X-Avalara-Tax-Mode` header (for example: `HIGH`). Governs downstream ICP tax code classification; consumed by downstream services.
       # @param model [ItemModel[]] The item you wish to create.
       # @return [ItemModel[]]
-      def create_items(companyId, model, options={})        path = "/api/v2/companies/#{companyId}/items"
-        post(path, model, options, AvaTax::VERSION)      end
+      def create_items(companyId, model, options={}, x_Avalara_Tax_Mode="")        path = "/api/v2/companies/#{companyId}/items"
+        headers= Hash.new
+        headers["x-Avalara-Tax-Mode"]=x_Avalara_Tax_Mode;
+        post(path, model, options, AvaTax::VERSION, headers)      end
 
       # Create tags for a item
       #
@@ -699,10 +709,13 @@ module AvaTax
       # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, AvaTaxOnlyAccountAdmin, AvaTaxOnlyAccountUser, AvaTaxOnlyCompanyAdmin, AvaTaxOnlyCompanyUser, BatchServiceAdmin, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, ReturnsOnlyAccountAdmin, ReturnsOnlyAccountUser, ReturnsOnlyCompanyAdmin, ReturnsOnlyCompanyUser, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
       # Swagger Name: AvaTaxClient	  
       # @param companyId [Integer] The unique ID of the company.
+      # @param x-Avalara-Tax-Mode [String] Optional. The `X-Avalara-Tax-Mode` header (Accepted values:'HIGH', 'MEDIUM', 'LOW'). Governs downstream ICP tax code classification.
       # @param model [ItemTaxcodeRecommendationBatchesInputModel[]] The list of items to analyze for tax code recommendations (maximum 50).
       # @return [ItemTaxcodeRecommendationBatchesOutputModel[]]
-      def get_sync_tax_code_recommendations(companyId, model)        path = "/api/v2/companies/#{companyId}/$taxcode-recommendations"
-        post(path, model, {}, AvaTax::VERSION)      end
+      def get_sync_tax_code_recommendations(companyId, model, x_Avalara_Tax_Mode="")        path = "/api/v2/companies/#{companyId}/$taxcode-recommendations"
+        headers= Hash.new
+        headers["x-Avalara-Tax-Mode"]=x_Avalara_Tax_Mode;
+        post(path, model, {}, AvaTax::VERSION, headers)      end
 
       # Create an HS code classification request.
       #
@@ -1091,6 +1104,19 @@ module AvaTax
       def sync_items(companyId, model)        path = "/api/v2/companies/#{companyId}/items/sync"
         post(path, model, {}, AvaTax::VERSION)      end
 
+      # Update HS Duty Details for an item.
+      #
+      # ### Security Policies
+      #
+      # * This API requires one of the following user roles: AccountAdmin, AccountOperator, AvaTaxOnlyAccountAdmin, AvaTaxOnlyCompanyAdmin, BatchServiceAdmin, CompanyAdmin, CSPTester, SSTAdmin, TechnicalSupportAdmin.
+      # Swagger Name: AvaTaxClient	  
+      # @param companyId [Integer] The ID of the company for which you want to update HS Duty Details.
+      # @param itemId [Integer] The ID of the item for which you want to update HS Duty Details.
+      # @param model [ItemHSCodeDutyDetailModel[]] The complete HS Code Duty Details body (as returned by fetch-additional-hsdutydetails) to update.
+      # @return [ItemHSCodeDutyDetailModel[]]
+      def update_h_s_code_duty_details(companyId, itemId, model)        path = "/api/v2/companies/#{companyId}/items/#{itemId}/hsdutydetails"
+        put(path, model, {}, AvaTax::VERSION)      end
+
       # Update an existing image for an item.
       #
       # This endpoint allows users to update the existing image associated with a specific item by uploading a new image file.

data/lib/avatax/client/nexus.rb

@@ -157,6 +157,7 @@ module AvaTax
       # accountant or lawyer prior to declaring nexus.
       # You may specify one or more of the following values in the '$include' parameter to fetch additional nested data, using commas to separate multiple values:
       #
+      # The `localNexusTypeId` field can be null. Treat null as `Selected`, the same as the Tax Calculation Service does.
       #  * Parameters
       #
       # ### Security Policies
@@ -228,6 +229,7 @@ module AvaTax
       # Paginate your results using the `$top`, `$skip`, and `$orderby` parameters.
       # You may specify one or more of the following values in the '$include' parameter to fetch additional nested data, using commas to separate multiple values:
       #
+      # The `localNexusTypeId` field can be null. Treat null as `Selected`, the same as the Tax Calculation Service does.
       #  * Parameters
       #
       # ### Security Policies
@@ -311,6 +313,7 @@ module AvaTax
       # Paginate your results using the `$top`, `$skip`, and `$orderby` parameters.
       # You may specify one or more of the following values in the '$include' parameter to fetch additional nested data, using commas to separate multiple values:
       #
+      # The `localNexusTypeId` field can be null. Treat null as `Selected`, the same as the Tax Calculation Service does.
       #  * Parameters
       #
       # ### Security Policies

data/lib/avatax/client/reports.rb

@@ -83,6 +83,9 @@ module AvaTax
       # `COMPANYRETURNSETTING`, `ITEM`, `SERVICE`, `EXEMPTCERT`, `AVACERTSERVICECONFIG`, `JURISDICTIONOVERRIDE`, `COSTCENTER`,
       # `FILINGTASKSTATUSHISTORY`, `COMPANYSTATUSHISTORY`.
       #
+      # Use `reportSubType` = `All` to run the report across all supported tables. When `All` is used it must be
+      # the only `reportSubType` and cannot carry filters.
+      #
       # Set `compression` to `GZIP` to reduce the size of the report file and increase download speed.
       #
       # ### Security Policies

data/lib/avatax/client/settings.rb

@@ -98,7 +98,7 @@ module AvaTax
       # * This API requires one of the following user roles: AccountAdmin, AccountUser, AvaTaxOnlyAccountAdmin, AvaTaxOnlyAccountUser, AvaTaxOnlyCompanyAdmin, AvaTaxOnlyCompanyUser, BatchServiceAdmin, CompanyAdmin, CompanyUser, Compliance Root User, ComplianceAdmin, ComplianceUser, CSPAdmin, CSPTester, ECMAccountUser, ECMCompanyUser, FirmAdmin, FirmUser, ProStoresOperator, ReturnsOnlyAccountAdmin, ReturnsOnlyAccountUser, ReturnsOnlyCompanyAdmin, ReturnsOnlyCompanyUser, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
       # Swagger Name: AvaTaxClient	  
       # @param companyId [Integer] The ID of the company that owns these settings
-      # @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).<br />*Not filterable:* modifiedDate, ModifiedUserId
+      # @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).
       # @param include [String] A comma separated list of additional data to retrieve.
       # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
       # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
@@ -127,7 +127,7 @@ module AvaTax
       #
       # * This API requires one of the following user roles: AccountAdmin, AccountUser, AvaTaxOnlyAccountAdmin, AvaTaxOnlyAccountUser, AvaTaxOnlyCompanyAdmin, AvaTaxOnlyCompanyUser, BatchServiceAdmin, CompanyAdmin, CompanyUser, Compliance Root User, ComplianceAdmin, ComplianceUser, CSPAdmin, CSPTester, ECMAccountUser, ECMCompanyUser, FirmAdmin, FirmUser, ProStoresOperator, ReturnsOnlyAccountAdmin, ReturnsOnlyAccountUser, ReturnsOnlyCompanyAdmin, ReturnsOnlyCompanyUser, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
       # Swagger Name: AvaTaxClient	  
-      # @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).<br />*Not filterable:* modifiedDate, ModifiedUserId
+      # @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).
       # @param include [String] A comma separated list of additional data to retrieve.
       # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
       # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.

data/lib/avatax/client/transactions.rb

@@ -576,7 +576,7 @@ module AvaTax
       # @param companyCode [String] The company code of the company that recorded this transaction
       # @param dataSourceId [Integer] Optionally filter transactions to those from a specific data source.
       # @param include [String] Specifies objects to include in this fetch call
-      # @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).<br />*Not filterable:* exchangeRateCurrencyCode, exchangeRateProvider, totalDiscount, lines, addresses, locationTypes, summary, taxDetailsByTaxType, parameters, userDefinedFields, messages, invoiceMessages, isFakeTransaction, deliveryTerms, apStatusCode, apStatus, vendorName, varianceAmount
+      # @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).<br />*Not filterable:* exchangeRateCurrencyCode, exchangeRateProvider, totalDiscount, lines, addresses, locationTypes, summary, taxDetailsByTaxType, parameters, userDefinedFields, messages, invoiceMessages, isFakeTransaction, deliveryTerms, apStatusCode, apStatus, vendorName, varianceAmount, customClearanceFees
       # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
       # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
       # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.

data/lib/avatax/client/userdefinedfields.rb

@@ -26,7 +26,7 @@ module AvaTax
       # * This API depends on the following active services:*Required* (all): AvaTaxPro, BasicReturns.
       # Swagger Name: AvaTaxClient	  
       # @param companyId [Integer] 
-      # @param udfType [String] Document or Line level UDF (See UserDefinedFieldType::* for a list of allowable values)
+      # @param udfType [String] Document, Line, or Detail level UDF (See UserDefinedFieldType::* for a list of allowable values)
       # @param allowDefaults [Boolean] If true this will add defaulted UDFs to the list that are not named yet
       # @return [FetchResult]
       def list_user_defined_fields_by_company_id(companyId, options={})        path = "/api/v2/companies/#{companyId}/userdefinedfields"

data/lib/avatax/version.rb

@@ -1,3 +1,3 @@
 module AvaTax
-  VERSION = '26.8.3'.freeze unless defined?(::AvaTax::VERSION)
+  VERSION = '26.10.0'.freeze unless defined?(::AvaTax::VERSION)
 end

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: avatax
 version: !ruby/object:Gem::Version
-  version: 26.8.3
+  version: 26.10.0
 platform: ruby
 authors:
 - Marcus Vorwaller
 autorequire:
 bindir: bin
 cert_chain: []
-date: 2026-08-24 00:00:00.000000000 Z
+date: 2026-10-13 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: rake
@@ -136,6 +136,7 @@ files:
 - lib/avatax/client/costcenter.rb
 - lib/avatax/client/currencyroundingrules.rb
 - lib/avatax/client/customers.rb
+- lib/avatax/client/customrules.rb
 - lib/avatax/client/datasources.rb
 - lib/avatax/client/definitions.rb
 - lib/avatax/client/distancethresholds.rb