@halix/action-sdk 1.0.50 → 1.0.52

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Files changed (45) hide show
  1. package/lib/cjs/access.js +38 -9
  2. package/lib/cjs/data-crud.js +30 -11
  3. package/lib/cjs/filter-expression.js +10 -0
  4. package/lib/cjs/index.js +13 -2
  5. package/lib/cjs/invoices.js +70 -0
  6. package/lib/cjs/lists.js +68 -13
  7. package/lib/cjs/types/access.d.ts +26 -2
  8. package/lib/cjs/types/access.d.ts.map +1 -1
  9. package/lib/cjs/types/data-aggregate.d.ts +4 -3
  10. package/lib/cjs/types/data-aggregate.d.ts.map +1 -1
  11. package/lib/cjs/types/data-crud.d.ts +10 -9
  12. package/lib/cjs/types/data-crud.d.ts.map +1 -1
  13. package/lib/cjs/types/filter-expression.d.ts +22 -0
  14. package/lib/cjs/types/filter-expression.d.ts.map +1 -0
  15. package/lib/cjs/types/index.d.ts +3 -1
  16. package/lib/cjs/types/index.d.ts.map +1 -1
  17. package/lib/cjs/types/invoices.d.ts +72 -0
  18. package/lib/cjs/types/invoices.d.ts.map +1 -0
  19. package/lib/cjs/types/lists.d.ts +76 -29
  20. package/lib/cjs/types/lists.d.ts.map +1 -1
  21. package/lib/cjs/types/sdk-general.d.ts +25 -0
  22. package/lib/cjs/types/sdk-general.d.ts.map +1 -1
  23. package/lib/esm/access.js +34 -6
  24. package/lib/esm/access.js.map +1 -1
  25. package/lib/esm/data-aggregate.js.map +1 -1
  26. package/lib/esm/data-crud.js +30 -11
  27. package/lib/esm/data-crud.js.map +1 -1
  28. package/lib/esm/filter-expression.js +10 -0
  29. package/lib/esm/filter-expression.js.map +1 -0
  30. package/lib/esm/index.js.map +1 -1
  31. package/lib/esm/index.mjs +5 -1
  32. package/lib/esm/invoices.js +43 -0
  33. package/lib/esm/invoices.js.map +1 -0
  34. package/lib/esm/lists.js +66 -13
  35. package/lib/esm/lists.js.map +1 -1
  36. package/lib/esm/sdk-general.js.map +1 -1
  37. package/lib/esm/types/access.d.ts +26 -2
  38. package/lib/esm/types/data-aggregate.d.ts +4 -3
  39. package/lib/esm/types/data-crud.d.ts +10 -9
  40. package/lib/esm/types/filter-expression.d.ts +21 -0
  41. package/lib/esm/types/index.d.ts +3 -1
  42. package/lib/esm/types/invoices.d.ts +71 -0
  43. package/lib/esm/types/lists.d.ts +76 -29
  44. package/lib/esm/types/sdk-general.d.ts +25 -0
  45. package/package.json +1 -1
package/lib/cjs/access.js CHANGED
@@ -36,6 +36,8 @@ exports.inviteOrLinkUserProxyByEmail = inviteOrLinkUserProxyByEmail;
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  exports.inviteOrLinkUserProxyByEmailAsObservable = inviteOrLinkUserProxyByEmailAsObservable;
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  exports.setUserProxyRosterRoles = setUserProxyRosterRoles;
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  exports.setUserProxyRosterRolesAsObservable = setUserProxyRosterRolesAsObservable;
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+ exports.removeUserProxyRosterAccess = removeUserProxyRosterAccess;
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+ exports.removeUserProxyRosterAccessAsObservable = removeUserProxyRosterAccessAsObservable;
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  exports.updateUserAccess = updateUserAccess;
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  exports.updateUserAccessAsObservable = updateUserAccessAsObservable;
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  exports.removeUserAccess = removeUserAccess;
@@ -67,9 +69,10 @@ exports.canDeleteDataElementAsObservable = canDeleteDataElementAsObservable;
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  * - Data element access checks use stable data element IDs and resolve to persisted keys on the server.
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  * - `ScopeKeyItem` entries define the data scope a user receives for an organization, user proxy, or custom data scope.
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  * - `linkUserProxy` links an existing platform user (`userKey`) to an existing unlinked user proxy record.
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- * - `listUserProxyAccessRoster` and `inviteOrLinkUserProxyByEmail` are the standard user-access page helpers. They use
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- * the access service to join shared user proxy identity records with current-sandbox login, invite, scope, and role
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- * state. Do not infer current-solution access from shared proxy records alone.
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+ * - `listUserProxyAccessRoster`, `inviteOrLinkUserProxyByEmail`, and `removeUserProxyRosterAccess` are the standard
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+ * user-access page helpers. They use the access service to join shared user proxy identity records with
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+ * current-sandbox login, invite, scope, and role state. Do not infer current-solution access from shared proxy records
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+ * alone.
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  *
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  * @usage
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  * ## When to Use
@@ -99,6 +102,7 @@ exports.canDeleteDataElementAsObservable = canDeleteDataElementAsObservable;
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  * | `listUserProxyAccessRoster` | Read shared proxy rows enriched with current-sandbox access status |
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  * | `inviteOrLinkUserProxyByEmail` | Reuse/create a proxy, invite/link by email, and return refreshed access state |
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  * | `setUserProxyRosterRoles` | Update roles for one roster row |
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+ * | `removeUserProxyRosterAccess` | Remove current-sandbox access for one roster row |
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  * | `updateUserAccess` | Add or update one user scope entry |
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  * | `removeUserAccess` | Remove one user scope entry |
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  * | `hasBusinessPrivilege` | Server-check whether the current user has a privilege ID |
@@ -272,20 +276,20 @@ function linkUserProxyAsObservable(req) {
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  * @param orgProxyKey - Organization proxy object key for the roster context
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  * @param orgProxyElementId - Organization proxy data element ID
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  * @param userProxyElementId - User proxy/member data element ID
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+ * @param options - Optional roster listing controls
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  */
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- function listUserProxyAccessRoster(orgProxyKey, orgProxyElementId, userProxyElementId) {
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+ function listUserProxyAccessRoster(orgProxyKey, orgProxyElementId, userProxyElementId, options) {
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  return __awaiter(this, void 0, void 0, function* () {
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- const response = yield axios_1.default.get(`${sdk_general_1.serviceAddress}/access/sandboxes/${sdk_general_1.sandboxKey}/userProxyRoster/${encodeURIComponent(orgProxyKey)}/${encodeURIComponent(orgProxyElementId)}/${encodeURIComponent(userProxyElementId)}`, {
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- headers: yield authHeaders(),
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- });
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+ const params = (options === null || options === void 0 ? void 0 : options.activeOnly) ? { activeOnly: 'true' } : undefined;
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+ const response = yield axios_1.default.get(`${sdk_general_1.serviceAddress}/access/sandboxes/${sdk_general_1.sandboxKey}/userProxyRoster/${encodeURIComponent(orgProxyKey)}/${encodeURIComponent(orgProxyElementId)}/${encodeURIComponent(userProxyElementId)}`, Object.assign({ headers: yield authHeaders() }, (params ? { params } : {})));
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  return response.data;
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  });
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  }
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  /**
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  * Observable version of `listUserProxyAccessRoster`. See `listUserProxyAccessRoster` for details.
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  */
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- function listUserProxyAccessRosterAsObservable(orgProxyKey, orgProxyElementId, userProxyElementId) {
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- return (0, rxjs_1.from)(listUserProxyAccessRoster(orgProxyKey, orgProxyElementId, userProxyElementId));
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+ function listUserProxyAccessRosterAsObservable(orgProxyKey, orgProxyElementId, userProxyElementId, options) {
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+ return (0, rxjs_1.from)(listUserProxyAccessRoster(orgProxyKey, orgProxyElementId, userProxyElementId, options));
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  }
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  /**
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  * Invites or links a user by email through the access service roster helper.
@@ -337,6 +341,31 @@ function setUserProxyRosterRoles(orgProxyKey, orgProxyElementId, userProxyElemen
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  function setUserProxyRosterRolesAsObservable(orgProxyKey, orgProxyElementId, userProxyElementId, proxyKey, req) {
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  return (0, rxjs_1.from)(setUserProxyRosterRoles(orgProxyKey, orgProxyElementId, userProxyElementId, proxyKey, req));
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  }
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+ /**
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+ * Removes current-sandbox access for one roster row and returns the refreshed row.
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+ *
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+ * This removes the user's access for the requested roster context. It does not delete the shared user proxy identity
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+ * record or unlink the proxy from the platform user.
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+ *
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+ * @param orgProxyKey - Organization proxy object key for the roster context
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+ * @param orgProxyElementId - Organization proxy data element ID
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+ * @param userProxyElementId - User proxy/member data element ID
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+ * @param proxyKey - User proxy object key for the row being removed from current access
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+ */
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+ function removeUserProxyRosterAccess(orgProxyKey, orgProxyElementId, userProxyElementId, proxyKey) {
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+ return __awaiter(this, void 0, void 0, function* () {
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+ const response = yield axios_1.default.delete(`${sdk_general_1.serviceAddress}/access/sandboxes/${sdk_general_1.sandboxKey}/userProxyRoster/${encodeURIComponent(orgProxyKey)}/${encodeURIComponent(orgProxyElementId)}/${encodeURIComponent(userProxyElementId)}/proxy/${encodeURIComponent(proxyKey)}/access`, {
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+ headers: yield authHeaders(),
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+ });
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+ return response.data;
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+ });
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+ }
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+ /**
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+ * Observable version of `removeUserProxyRosterAccess`. See `removeUserProxyRosterAccess` for details.
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+ */
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+ function removeUserProxyRosterAccessAsObservable(orgProxyKey, orgProxyElementId, userProxyElementId, proxyKey) {
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+ return (0, rxjs_1.from)(removeUserProxyRosterAccess(orgProxyKey, orgProxyElementId, userProxyElementId, proxyKey));
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+ }
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  /**
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  * Adds or updates one user's sandbox scope entry.
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  *
@@ -42,7 +42,6 @@ exports.deleteRelatedObjectsAsObservable = deleteRelatedObjectsAsObservable;
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  * @module @halix/action-sdk/data-crud
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  * @description Data CRUD operations for the Halix Platform action SDK. This module provides functions
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  * for creating, reading, updating, and deleting data objects through the Halix data service API.
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- * Note: for list-like displays, the `lists` module is preferred.
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  *
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  * Key features:
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  * - Retrieve one object a time
@@ -52,32 +51,52 @@ exports.deleteRelatedObjectsAsObservable = deleteRelatedObjectsAsObservable;
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  *
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  * @usage
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  * ## When to Use
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- * - **Read objects without specifying parent scope** → `getAccessibleObjects` (most common read)
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+ * - **Read objects without specifying parent scope** → `getAccessibleObjects`
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+ * - **Bounded accessible-record reads without pagination, totals, server sort, or list field projection** → `getAccessibleObjects`, with a filter when date/status/foreign-key fields can narrow the payload
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  * - **Read specific accessible objects by key list** → `getObjects`
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  * - **Get single object by key** → `getObject`
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- * - **Get related objects (<50)** → `getRelatedObjects`
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+ * - **Fetch a known parent's child records** → `getRelatedObjects`
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  * - **Create/update single object** → `saveObject`
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  * - **Delete single object** → `deleteObject`
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  *
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+ * ## Record Retrieval Decision
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+ * - Use `getAccessibleObjects` for bounded accessible-record reads where you do not need pagination,
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+ * total count, server sort, or list-specific field projection. Pass its optional filter argument
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+ * when the relevant subset can be expressed by date, status, foreign key, or other schema-backed fields.
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+ * - Use `getRelatedObjects` when the component already has a concrete parent key and is fetching
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+ * that parent's children.
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+ * - Use `getListData` from the lists module for paginated list UIs, server-side filtering/sorting,
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+ * explicit totals, or bounded report reads.
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+ * - Use `getAggregateData` from the data-aggregate module for counts, sums, rankings, and grouped metrics.
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+ *
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  * ## When NOT to Use
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- * - **Large lists (100+)** use lists skill with `getListData`
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+ * - **High-cardinality report reads without a narrowing filter**
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+ * - **List UI pagination, explicit totals, server sort/filter, or field projection** → use lists skill with `getListData`
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  * - **Bulk updates** → use lists skill with `massEdit`
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  * - **Aggregations** → use data-aggregate skill
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  *
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  * ## Key Functions
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  * | Function | Use For |
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  * |----------|---------|
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- * | `getAccessibleObjects` | Read objects the current user can access (no parent scope needed) |
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+ * | `getAccessibleObjects` | Read filtered/bounded objects the current user can access (no parent scope needed) |
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  * | `getObjects` | Read accessible objects from a specific key list |
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  * | `getObject` | Single object by key |
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- * | `getRelatedObjects` | Children of a parent (small collections) |
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+ * | `getRelatedObjects` | Children of a known parent record |
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  * | `saveObject` | Create or update one object |
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  * | `saveRelatedObject` | Create or update one object and establish relationship to a parent |
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  * | `deleteObject` | Delete one object without parent scope |
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  * | `deleteRelatedObject` | Delete one related object |
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  *
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  * @example
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- * // Get all accessible recipes
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+ * // Get accessible class enrollments for a bounded date window
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+ * // Create the filter expression with build_filter_expression before coding it here.
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+ * const recentEnrollments = await hx.getAccessibleObjects(
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+ * 'classEnrollment',
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+ * "startDate>=date:'2025-01-01'"
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+ * );
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+ *
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+ * @example
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+ * // Get all accessible recipes only when the accessible set is naturally small
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  * const recipes = await hx.getAccessibleObjects('recipe');
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  *
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  * @example
@@ -89,7 +108,7 @@ exports.deleteRelatedObjectsAsObservable = deleteRelatedObjectsAsObservable;
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  * const recipe = await hx.getObject('recipe', recipeKey);
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  *
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  * @example
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- * // Get ingredients (small collection)
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+ * // Get ingredients for a known recipe
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  * const ingredients = await hx.getRelatedObjects(
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  * 'recipe', recipeKey, 'ingredient'
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  * );
@@ -160,7 +179,7 @@ function getObjectAsObservable(dataElementId, key, fetchedRelationships) {
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  * @param parentElementId - Parent element ID
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  * @param parentKey - Parent object key; important: this establishes the scope of the query; use an appropriate scope key
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  * @param elementId - Child element ID
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- * @param filter - Optional filter; call `dataexpr_agent` to generate the filter expression. Must be less than 200 characters.
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+ * @param filter - Optional Halix filter expression. This is not SQL or JavaScript syntax. Call `build_filter_expression` to generate it. Must be less than 200 characters.
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  * @param fetchedRelationships - Optional relationships to include as nested objects
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  * @returns Promise<any[]>
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  */
@@ -202,7 +221,7 @@ function getRelatedObjectsAsObservable(parentElementId, parentKey, elementId, fi
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  * Retrieves all objects for a data element that the current user has access to.
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  *
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  * @param dataElementId - Data element ID
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- * @param filter - Optional filter; call `dataexpr_agent` to generate the filter expression. Must be less than 200 characters.
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+ * @param filter - Optional Halix filter expression. This is not SQL or JavaScript syntax. Call `build_filter_expression` to generate it. Must be less than 200 characters.
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  * @param fetchedRelationships - Optional relationships to include as nested objects
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  * @param applyContext - Optional flag to apply navigation context scoping. When true, navigation context is read from UserContext.navigationContext and results are limited by the navigation context org proxy.
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  * @returns Promise<any[]>
@@ -237,7 +256,7 @@ function getAccessibleObjectsAsObservable(dataElementId, filter, fetchedRelation
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  *
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  * @param dataElementId - Data element ID
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  * @param keys - Object keys to retrieve
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- * @param filter - Optional filter; call `dataexpr_agent` to generate the filter expression. Must be less than 200 characters.
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+ * @param filter - Optional Halix filter expression. This is not SQL or JavaScript syntax. Call `build_filter_expression` to generate it. Must be less than 200 characters.
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  * @param fetchedRelationships - Optional relationships to include as nested objects
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  * @param applyContext - Optional flag to apply navigation context scoping. When true, navigation context is read from UserContext.navigationContext and results are limited by the navigation context org proxy.
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  * @returns Promise<any[]>
@@ -0,0 +1,10 @@
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+ "use strict";
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+ // Halix SDK License v1.0
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+ // Copyright (c) 2025 halix.io LLC.
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+ //
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+ // This source code is licensed for use **only** within applications
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+ // running on the Halix platform, in accordance with Halix SDK guidelines.
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+ //
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+ // Unauthorized use outside the Halix platform is prohibited.
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+ // Full license terms available in the LICENSE file.
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+ Object.defineProperty(exports, "__esModule", { value: true });
package/lib/cjs/index.js CHANGED
@@ -8,8 +8,9 @@
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  // Unauthorized use outside the Halix platform is prohibited.
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  // Full license terms available in the LICENSE file.
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  Object.defineProperty(exports, "__esModule", { value: true });
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- exports.hasBusinessPrivilegeAsObservable = exports.hasBusinessPrivilege = exports.removeUserAccessAsObservable = exports.removeUserAccess = exports.updateUserAccessAsObservable = exports.updateUserAccess = exports.setUserProxyRosterRolesAsObservable = exports.setUserProxyRosterRoles = exports.inviteOrLinkUserProxyByEmailAsObservable = exports.inviteOrLinkUserProxyByEmail = exports.listUserProxyAccessRosterAsObservable = exports.listUserProxyAccessRoster = exports.linkUserProxyAsObservable = exports.linkUserProxy = exports.getUserAccessAsObservable = exports.getUserAccess = exports.listSandboxUsersAsObservable = exports.listSandboxUsers = exports.listBusinessPrivilegesAsObservable = exports.listBusinessPrivileges = exports.listRolesAsObservable = exports.listRoles = exports.deleteRelatedObjectsAsObservable = exports.deleteRelatedObjects = exports.deleteRelatedObjectAsObservable = exports.deleteRelatedObject = exports.deleteObjectAsObservable = exports.deleteObject = exports.saveRelatedObjectAsObservable = exports.saveRelatedObject = exports.saveObjectAsObservable = exports.saveObject = exports.getObjectsAsObservable = exports.getObjects = exports.getAccessibleObjectsAsObservable = exports.getAccessibleObjects = exports.getRelatedObjectsAsObservable = exports.getRelatedObjects = exports.getObjectAsObservable = exports.getObject = exports.prepareErrorResponse = exports.prepareSuccessResponse = exports.initialize = exports.useBody = exports.params = exports.userContext = exports.actionSubject = exports.serviceAddress = exports.sandboxKey = exports.getAuthToken = void 0;
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- exports.debounceFn = exports.getValueFromObject = exports.compareValues = exports.sortObjectArray = exports.sendAIMessageAsObservable = exports.sendAIMessage = exports.submitStandalonePaymentAsObservable = exports.submitStandalonePayment = exports.getAggregateDataAsObservable = exports.getAggregateData = exports.AggregationResponse = exports.massDeleteAsObservable = exports.massDelete = exports.massEditAsObservable = exports.massEdit = exports.getListDataAsObservable = exports.getListData = exports.getOrganizationPreferenceAsObservable = exports.getUserPreferenceAsObservable = exports.getOrganizationPreference = exports.getUserPreference = exports.sendMessageAsObservable = exports.sendMessage = exports.MessageMethod = exports.downloadResourceAsObservable = exports.downloadResource = exports.createOrUpdateResourceAsObservable = exports.createOrUpdateResource = exports.sendFileContentsAsObservable = exports.sendFileContents = exports.saveResourceAsObservable = exports.saveResource = exports.getOrCreateResourceAsObservable = exports.getOrCreateResource = exports.canDeleteDataElementAsObservable = exports.canDeleteDataElement = exports.canWriteDataElementAsObservable = exports.canWriteDataElement = exports.canReadDataElementAsObservable = exports.canReadDataElement = exports.hasDataElementAccessAsObservable = exports.hasDataElementAccess = exports.dataElementAccessAsObservable = exports.dataElementAccess = exports.userPrivilegesAsObservable = exports.userPrivileges = void 0;
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+ exports.removeUserAccessAsObservable = exports.removeUserAccess = exports.updateUserAccessAsObservable = exports.updateUserAccess = exports.removeUserProxyRosterAccessAsObservable = exports.removeUserProxyRosterAccess = exports.setUserProxyRosterRolesAsObservable = exports.setUserProxyRosterRoles = exports.inviteOrLinkUserProxyByEmailAsObservable = exports.inviteOrLinkUserProxyByEmail = exports.listUserProxyAccessRosterAsObservable = exports.listUserProxyAccessRoster = exports.linkUserProxyAsObservable = exports.linkUserProxy = exports.getUserAccessAsObservable = exports.getUserAccess = exports.listSandboxUsersAsObservable = exports.listSandboxUsers = exports.listBusinessPrivilegesAsObservable = exports.listBusinessPrivileges = exports.listRolesAsObservable = exports.listRoles = exports.deleteRelatedObjectsAsObservable = exports.deleteRelatedObjects = exports.deleteRelatedObjectAsObservable = exports.deleteRelatedObject = exports.deleteObjectAsObservable = exports.deleteObject = exports.saveRelatedObjectAsObservable = exports.saveRelatedObject = exports.saveObjectAsObservable = exports.saveObject = exports.getObjectsAsObservable = exports.getObjects = exports.getAccessibleObjectsAsObservable = exports.getAccessibleObjects = exports.getRelatedObjectsAsObservable = exports.getRelatedObjects = exports.getObjectAsObservable = exports.getObject = exports.prepareErrorResponse = exports.prepareSuccessResponse = exports.initialize = exports.useBody = exports.params = exports.userContext = exports.actionSubject = exports.serviceAddress = exports.sandboxKey = exports.getAuthToken = void 0;
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+ exports.compareValues = exports.sortObjectArray = exports.sendAIMessageAsObservable = exports.sendAIMessage = exports.getReminderDeliveryCoverage = exports.listEnrolledOrganizations = exports.getInvoicesMatchingReminder = exports.getEnabledPaymentReminders = exports.submitStandalonePaymentAsObservable = exports.submitStandalonePayment = exports.getAggregateDataAsObservable = exports.getAggregateData = exports.AggregationResponse = exports.massDeleteAsObservable = exports.massDelete = exports.massEditAsObservable = exports.massEdit = exports.getListDataAsObservable = exports.getListData = exports.getOrganizationPreferenceAsObservable = exports.getUserPreferenceAsObservable = exports.getOrganizationPreference = exports.getUserPreference = exports.sendMessageAsObservable = exports.sendMessage = exports.MessageMethod = exports.downloadResourceAsObservable = exports.downloadResource = exports.createOrUpdateResourceAsObservable = exports.createOrUpdateResource = exports.sendFileContentsAsObservable = exports.sendFileContents = exports.saveResourceAsObservable = exports.saveResource = exports.getOrCreateResourceAsObservable = exports.getOrCreateResource = exports.canDeleteDataElementAsObservable = exports.canDeleteDataElement = exports.canWriteDataElementAsObservable = exports.canWriteDataElement = exports.canReadDataElementAsObservable = exports.canReadDataElement = exports.hasDataElementAccessAsObservable = exports.hasDataElementAccess = exports.dataElementAccessAsObservable = exports.dataElementAccess = exports.userPrivilegesAsObservable = exports.userPrivileges = exports.hasBusinessPrivilegeAsObservable = exports.hasBusinessPrivilege = void 0;
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+ exports.debounceFn = exports.getValueFromObject = void 0;
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  /**
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  * @module @halix/action-sdk
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  * @description Halix Platform action SDK for developing NodeJS Lambda-based actions on the Halix
@@ -77,6 +78,8 @@ Object.defineProperty(exports, "inviteOrLinkUserProxyByEmail", { enumerable: tru
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  Object.defineProperty(exports, "inviteOrLinkUserProxyByEmailAsObservable", { enumerable: true, get: function () { return access_1.inviteOrLinkUserProxyByEmailAsObservable; } });
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  Object.defineProperty(exports, "setUserProxyRosterRoles", { enumerable: true, get: function () { return access_1.setUserProxyRosterRoles; } });
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  Object.defineProperty(exports, "setUserProxyRosterRolesAsObservable", { enumerable: true, get: function () { return access_1.setUserProxyRosterRolesAsObservable; } });
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+ Object.defineProperty(exports, "removeUserProxyRosterAccess", { enumerable: true, get: function () { return access_1.removeUserProxyRosterAccess; } });
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+ Object.defineProperty(exports, "removeUserProxyRosterAccessAsObservable", { enumerable: true, get: function () { return access_1.removeUserProxyRosterAccessAsObservable; } });
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  Object.defineProperty(exports, "updateUserAccess", { enumerable: true, get: function () { return access_1.updateUserAccess; } });
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  Object.defineProperty(exports, "updateUserAccessAsObservable", { enumerable: true, get: function () { return access_1.updateUserAccessAsObservable; } });
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  Object.defineProperty(exports, "removeUserAccess", { enumerable: true, get: function () { return access_1.removeUserAccess; } });
@@ -156,6 +159,14 @@ var payments_1 = require("./payments");
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  Object.defineProperty(exports, "submitStandalonePayment", { enumerable: true, get: function () { return payments_1.submitStandalonePayment; } });
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  Object.defineProperty(exports, "submitStandalonePaymentAsObservable", { enumerable: true, get: function () { return payments_1.submitStandalonePaymentAsObservable; } });
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  // ================================================================================
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+ // INVOICE FUNCTIONS
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+ // ================================================================================
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+ var invoices_1 = require("./invoices");
165
+ Object.defineProperty(exports, "getEnabledPaymentReminders", { enumerable: true, get: function () { return invoices_1.getEnabledPaymentReminders; } });
166
+ Object.defineProperty(exports, "getInvoicesMatchingReminder", { enumerable: true, get: function () { return invoices_1.getInvoicesMatchingReminder; } });
167
+ Object.defineProperty(exports, "listEnrolledOrganizations", { enumerable: true, get: function () { return invoices_1.listEnrolledOrganizations; } });
168
+ Object.defineProperty(exports, "getReminderDeliveryCoverage", { enumerable: true, get: function () { return invoices_1.getReminderDeliveryCoverage; } });
169
+ // ================================================================================
159
170
  // AI FUNCTIONS
160
171
  // ================================================================================
161
172
  var ai_1 = require("./ai");
@@ -0,0 +1,70 @@
1
+ "use strict";
2
+ // Halix SDK License v1.0
3
+ // Copyright (c) 2025 halix.io LLC.
4
+ //
5
+ // This source code is licensed for use **only** within applications
6
+ // running on the Halix platform, in accordance with Halix SDK guidelines.
7
+ //
8
+ // Unauthorized use outside the Halix platform is prohibited.
9
+ // Full license terms available in the LICENSE file.
10
+ var __awaiter = (this && this.__awaiter) || function (thisArg, _arguments, P, generator) {
11
+ function adopt(value) { return value instanceof P ? value : new P(function (resolve) { resolve(value); }); }
12
+ return new (P || (P = Promise))(function (resolve, reject) {
13
+ function fulfilled(value) { try { step(generator.next(value)); } catch (e) { reject(e); } }
14
+ function rejected(value) { try { step(generator["throw"](value)); } catch (e) { reject(e); } }
15
+ function step(result) { result.done ? resolve(result.value) : adopt(result.value).then(fulfilled, rejected); }
16
+ step((generator = generator.apply(thisArg, _arguments || [])).next());
17
+ });
18
+ };
19
+ var __importDefault = (this && this.__importDefault) || function (mod) {
20
+ return (mod && mod.__esModule) ? mod : { "default": mod };
21
+ };
22
+ Object.defineProperty(exports, "__esModule", { value: true });
23
+ exports.getEnabledPaymentReminders = getEnabledPaymentReminders;
24
+ exports.getInvoicesMatchingReminder = getInvoicesMatchingReminder;
25
+ exports.listEnrolledOrganizations = listEnrolledOrganizations;
26
+ exports.getReminderDeliveryCoverage = getReminderDeliveryCoverage;
27
+ /**
28
+ * @module @halix/action-sdk/invoices
29
+ * @description Invoice and payment-reminder helpers for Halix action lambdas.
30
+ */
31
+ const axios_1 = __importDefault(require("axios"));
32
+ const rxjs_1 = require("rxjs");
33
+ const sdk_general_1 = require("./sdk-general");
34
+ const data_crud_1 = require("./data-crud");
35
+ function authHeaders() {
36
+ return __awaiter(this, void 0, void 0, function* () {
37
+ if (!sdk_general_1.getAuthToken) {
38
+ throw new Error('SDK not initialized.');
39
+ }
40
+ const authToken = yield (0, rxjs_1.lastValueFrom)((0, sdk_general_1.getAuthToken)());
41
+ return { Authorization: `Bearer ${authToken}` };
42
+ });
43
+ }
44
+ function getEnabledPaymentReminders(orgKey) {
45
+ return __awaiter(this, void 0, void 0, function* () {
46
+ const filter = `(enabled=boolean:true) AND (organizationKey=string:${orgKey})`;
47
+ return (0, data_crud_1.getAccessibleObjects)('paymentReminder', filter);
48
+ });
49
+ }
50
+ function getInvoicesMatchingReminder(orgKey, criteria, today) {
51
+ return __awaiter(this, void 0, void 0, function* () {
52
+ const url = `${sdk_general_1.serviceAddress}/billing/sandboxes/${sdk_general_1.sandboxKey}/invoices/matchingReminder`;
53
+ const response = yield axios_1.default.post(url, { orgKey, criteria, today }, { headers: yield authHeaders() });
54
+ return response.data;
55
+ });
56
+ }
57
+ function listEnrolledOrganizations(solutionKey) {
58
+ return __awaiter(this, void 0, void 0, function* () {
59
+ const url = `${sdk_general_1.serviceAddress}/billing/sandboxes/${sdk_general_1.sandboxKey}/solutions/${solutionKey}/enrolledOrganizations`;
60
+ const response = yield axios_1.default.get(url, { headers: yield authHeaders() });
61
+ return response.data;
62
+ });
63
+ }
64
+ function getReminderDeliveryCoverage(args) {
65
+ return __awaiter(this, void 0, void 0, function* () {
66
+ const url = `${sdk_general_1.serviceAddress}/billing/sandboxes/${sdk_general_1.sandboxKey}/reminders/coverage`;
67
+ const response = yield axios_1.default.post(url, args, { headers: yield authHeaders() });
68
+ return response.data;
69
+ });
70
+ }
package/lib/cjs/lists.js CHANGED
@@ -16,6 +16,17 @@ var __awaiter = (this && this.__awaiter) || function (thisArg, _arguments, P, ge
16
16
  step((generator = generator.apply(thisArg, _arguments || [])).next());
17
17
  });
18
18
  };
19
+ var __rest = (this && this.__rest) || function (s, e) {
20
+ var t = {};
21
+ for (var p in s) if (Object.prototype.hasOwnProperty.call(s, p) && e.indexOf(p) < 0)
22
+ t[p] = s[p];
23
+ if (s != null && typeof Object.getOwnPropertySymbols === "function")
24
+ for (var i = 0, p = Object.getOwnPropertySymbols(s); i < p.length; i++) {
25
+ if (e.indexOf(p[i]) < 0 && Object.prototype.propertyIsEnumerable.call(s, p[i]))
26
+ t[p[i]] = s[p[i]];
27
+ }
28
+ return t;
29
+ };
19
30
  var __importDefault = (this && this.__importDefault) || function (mod) {
20
31
  return (mod && mod.__esModule) ? mod : { "default": mod };
21
32
  };
@@ -52,8 +63,13 @@ const sdk_general_1 = require("./sdk-general");
52
63
  * Retrieves paginated list data. Supports authenticated/public access, filtering, sorting, and binary search.
53
64
  *
54
65
  * Common usage:
66
+ * - Use `getListData` when you need list-specific behavior: pagination, explicit totals,
67
+ * server-side sort/filter, field projection, search, selection, or bulk operations.
68
+ * - Do not choose `getListData` only because the task is a report. Prefer `getAccessibleObjects`
69
+ * for bounded accessible-record reads without list behavior, `getRelatedObjects` when a
70
+ * concrete parent key is already known, or `getAggregateData` for grouped counts/sums.
55
71
  * - For most custom-element list UIs, start with only `dataElementId`, pagination fields,
56
- * and `displayFields`.
72
+ * and `fields`.
57
73
  * - Omit `parentDataElementId` and `parentKey` when you want the records the current user
58
74
  * can already access.
59
75
  * - Add `parentDataElementId` and `parentKey` only when the list must be anchored to a
@@ -61,48 +77,77 @@ const sdk_general_1 = require("./sdk-general");
61
77
  * - Most callers should omit `options`. Use `options.search` only for binary-search
62
78
  * navigation scenarios, and use `options.bypassTotal` only when you explicitly do not
63
79
  * need the total count.
80
+ * - For bounded report reads that genuinely need list behavior, set `pageNumber`, an explicit
81
+ * `pageSize`, and `fields` for every field used in filtering, grouping, sorting,
82
+ * aggregation, or rendering.
83
+ *
84
+ * Response shape:
85
+ * - `response.data` is the row array.
86
+ * - `response.total` is the total matching record count across all pages when
87
+ * requested. If `response.total > response.data.length`, this response is
88
+ * a page slice, not the full result set.
89
+ * - Do not read `response.objects`, `response.items`, or the response object itself as
90
+ * the row array.
91
+ *
92
+ * Pagination guidance:
93
+ * - Use `response.total` to decide whether the current page covers the full
94
+ * query. For page 1 with pageSize 100 and total 5,000, local aggregation over
95
+ * `response.data` covers only the first 100 rows.
96
+ * - Do not treat a first page or large page as complete report data just because
97
+ * it contains rows.
64
98
  *
65
99
  * Request shape:
66
100
  * - `dataElementId` (required): root data element to retrieve
67
101
  * - `pageNumber` / `pageSize` (optional): pagination
68
- * - `displayFields` (optional): fields to populate in returned objects
102
+ * - `fields` (optional): fields to populate in returned objects
69
103
  * - `sort` (optional): sort fields such as `[{ attributeId: 'name' }]`
70
104
  * - `filter` (optional): filter expression
71
105
  * - `parentDataElementId` / `parentKey` (optional): explicit parent scope
72
106
  *
73
107
  * @param request - List configuration including dataElementId, parentDataElementId, parentKey, pagination, sort, filter
74
108
  * @param options - Optional: isPublic, bypassTotal, search
75
- * @returns Promise<ListDataResponse> with data array, total count, pageNumber
109
+ * @returns Promise<ListDataResponse<TRecord>> with data array, total count, pageNumber
76
110
  *
77
111
  * @example
78
112
  * // Most common case: one page of records the current user can access.
79
- * const response = await getListData({
113
+ * type StudentRow = {
114
+ * name: string;
115
+ * studentNumber: string;
116
+ * email: string;
117
+ * grade: string;
118
+ * };
119
+ * const response = await getListData<StudentRow>({
80
120
  * dataElementId: 'student',
81
121
  * pageNumber: 1,
82
122
  * pageSize: 10,
83
- * displayFields: ['name', 'studentNumber', 'email', 'grade']
123
+ * fields: ['name', 'studentNumber', 'email', 'grade']
84
124
  * });
125
+ * const rows = response.data;
85
126
  *
86
127
  * @example
87
128
  * // Custom element pagination with an optional sort.
88
- * const response = await getListData({
129
+ * type StudentListRow = { name: string; studentNumber: string; email: string; grade: string };
130
+ * const response = await getListData<StudentListRow>({
89
131
  * dataElementId: 'student',
90
132
  * pageNumber: currentPage,
91
133
  * pageSize: 10,
92
- * displayFields: ['name', 'studentNumber', 'email', 'grade'],
134
+ * fields: ['name', 'studentNumber', 'email', 'grade'],
93
135
  * sort: [{ attributeId: 'name' }]
94
136
  * });
137
+ * const rows = response.data;
95
138
  *
96
139
  * @example
97
140
  * // Explicit parent scoping when the list must be anchored to a specific parent.
98
- * const listData = await getListData({
141
+ * type CustomerRow = { firstName: string; lastName: string; email: string };
142
+ * const listData = await getListData<CustomerRow>({
99
143
  * dataElementId: 'customer',
100
144
  * parentDataElementId: 'company',
101
145
  * parentKey: orgProxyKey,
102
146
  * pageNumber: 1,
103
147
  * pageSize: 50,
104
- * displayFields: ['firstName', 'lastName', 'email']
148
+ * fields: ['firstName', 'lastName', 'email']
105
149
  * });
150
+ * const rows = listData.data;
106
151
  *
107
152
  * @example
108
153
  * // options is rarely needed; omit it unless you need one of these behaviors.
@@ -111,7 +156,7 @@ const sdk_general_1 = require("./sdk-general");
111
156
  * dataElementId: 'student',
112
157
  * pageNumber: 1,
113
158
  * pageSize: 10,
114
- * displayFields: ['name']
159
+ * fields: ['name']
115
160
  * },
116
161
  * {
117
162
  * search: {
@@ -169,7 +214,7 @@ function getListData(request, options) {
169
214
  console.log("Sending POST request to " + url + " (public endpoint)");
170
215
  }
171
216
  // Make the API request
172
- let response = yield axios_1.default.post(url, request, {
217
+ let response = yield axios_1.default.post(url, _toServerListDataRequest(request), {
173
218
  headers,
174
219
  params: Object.keys(params).length > 0 ? params : undefined,
175
220
  });
@@ -186,6 +231,16 @@ function getListData(request, options) {
186
231
  function getListDataAsObservable(request, options) {
187
232
  return (0, rxjs_1.from)(getListData(request, options));
188
233
  }
234
+ function _toServerListDataRequest(request) {
235
+ const { fields } = request, rest = __rest(request, ["fields"]);
236
+ return Object.assign(Object.assign({}, rest), (fields ? { displayFields: fields } : {}));
237
+ }
238
+ function _toServerMassEditRequest(request) {
239
+ return Object.assign(Object.assign({}, request), { dataRequest: _toServerListDataRequest(request.dataRequest) });
240
+ }
241
+ function _toServerMassDeleteRequest(request) {
242
+ return Object.assign(Object.assign({}, request), { dataRequest: _toServerListDataRequest(request.dataRequest) });
243
+ }
189
244
  // ================================================================================
190
245
  // MASS EDIT AND DELETE FUNCTIONS
191
246
  // ================================================================================
@@ -221,7 +276,7 @@ function massEdit(request) {
221
276
  };
222
277
  console.log("Sending POST request to " + url + " with token " + authToken);
223
278
  // Make the API request
224
- let response = yield axios_1.default.post(url, request, { headers });
279
+ let response = yield axios_1.default.post(url, _toServerMassEditRequest(request), { headers });
225
280
  return response.data;
226
281
  });
227
282
  }
@@ -260,7 +315,7 @@ function massDelete(request) {
260
315
  };
261
316
  console.log("Sending POST request to " + url + " with token " + authToken);
262
317
  // Make the API request
263
- let response = yield axios_1.default.post(url, request, { headers });
318
+ let response = yield axios_1.default.post(url, _toServerMassDeleteRequest(request), { headers });
264
319
  return response.data;
265
320
  });
266
321
  }
@@ -121,6 +121,13 @@ export interface UserProxyAccessRosterRow {
121
121
  /** Role metadata for `roleKeys`, when available. */
122
122
  roles?: Role[];
123
123
  }
124
+ /**
125
+ * Options for listing user proxy roster rows.
126
+ */
127
+ export interface ListUserProxyAccessRosterOptions {
128
+ /** When true, return only linked active members with current-sandbox access for the roster context. */
129
+ activeOnly?: boolean;
130
+ }
124
131
  /**
125
132
  * Request body for access-service managed user proxy invite/link flow.
126
133
  */
@@ -284,12 +291,13 @@ export declare function linkUserProxyAsObservable(req: LinkUserProxyRequest): Ob
284
291
  * @param orgProxyKey - Organization proxy object key for the roster context
285
292
  * @param orgProxyElementId - Organization proxy data element ID
286
293
  * @param userProxyElementId - User proxy/member data element ID
294
+ * @param options - Optional roster listing controls
287
295
  */
288
- export declare function listUserProxyAccessRoster(orgProxyKey: string, orgProxyElementId: string, userProxyElementId: string): Promise<UserProxyAccessRosterRow[]>;
296
+ export declare function listUserProxyAccessRoster(orgProxyKey: string, orgProxyElementId: string, userProxyElementId: string, options?: ListUserProxyAccessRosterOptions): Promise<UserProxyAccessRosterRow[]>;
289
297
  /**
290
298
  * Observable version of `listUserProxyAccessRoster`. See `listUserProxyAccessRoster` for details.
291
299
  */
292
- export declare function listUserProxyAccessRosterAsObservable(orgProxyKey: string, orgProxyElementId: string, userProxyElementId: string): Observable<UserProxyAccessRosterRow[]>;
300
+ export declare function listUserProxyAccessRosterAsObservable(orgProxyKey: string, orgProxyElementId: string, userProxyElementId: string, options?: ListUserProxyAccessRosterOptions): Observable<UserProxyAccessRosterRow[]>;
293
301
  /**
294
302
  * Invites or links a user by email through the access service roster helper.
295
303
  *
@@ -322,6 +330,22 @@ export declare function setUserProxyRosterRoles(orgProxyKey: string, orgProxyEle
322
330
  * Observable version of `setUserProxyRosterRoles`. See `setUserProxyRosterRoles` for details.
323
331
  */
324
332
  export declare function setUserProxyRosterRolesAsObservable(orgProxyKey: string, orgProxyElementId: string, userProxyElementId: string, proxyKey: string, req: SetUserProxyRosterRolesRequest): Observable<UserProxyAccessRosterRow>;
333
+ /**
334
+ * Removes current-sandbox access for one roster row and returns the refreshed row.
335
+ *
336
+ * This removes the user's access for the requested roster context. It does not delete the shared user proxy identity
337
+ * record or unlink the proxy from the platform user.
338
+ *
339
+ * @param orgProxyKey - Organization proxy object key for the roster context
340
+ * @param orgProxyElementId - Organization proxy data element ID
341
+ * @param userProxyElementId - User proxy/member data element ID
342
+ * @param proxyKey - User proxy object key for the row being removed from current access
343
+ */
344
+ export declare function removeUserProxyRosterAccess(orgProxyKey: string, orgProxyElementId: string, userProxyElementId: string, proxyKey: string): Promise<UserProxyAccessRosterRow>;
345
+ /**
346
+ * Observable version of `removeUserProxyRosterAccess`. See `removeUserProxyRosterAccess` for details.
347
+ */
348
+ export declare function removeUserProxyRosterAccessAsObservable(orgProxyKey: string, orgProxyElementId: string, userProxyElementId: string, proxyKey: string): Observable<UserProxyAccessRosterRow>;
325
349
  /**
326
350
  * Adds or updates one user's sandbox scope entry.
327
351
  *
@@ -1 +1 @@
1
- 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@@ -1,4 +1,5 @@
1
1
  import { Observable } from 'rxjs';
2
+ import type { FilterExpression } from './filter-expression';
2
3
  /**
3
4
  * TransformType specifies the type of transformation to apply to a group field.
4
5
  */
@@ -74,10 +75,10 @@ export interface AggregationRequest {
74
75
  */
75
76
  parentKeyField?: string;
76
77
  /**
77
- * Filter expression to limit records before aggregation. Call `dataexpr_agent` to generate the
78
- * filter expression.
78
+ * Halix filter expression to limit records before aggregation. This is not SQL or
79
+ * JavaScript syntax. Call `build_filter_expression` to generate the filter expression.
79
80
  */
80
- filter?: string;
81
+ filter?: FilterExpression;
81
82
  /**
82
83
  * List of grouping specifications. Groups are formed by field values with optional transforms.
83
84
  * Results will be grouped by these fields in the order specified.
@@ -1 +1 @@
1
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