@halix/action-sdk 1.0.50 → 1.0.52

package/lib/cjs/types/data-crud.d.ts

@@ -1,4 +1,5 @@
 import { Observable } from 'rxjs';
+import type { FilterExpression } from './filter-expression';
 /**
  * SaveOptions is an interface for specifying save operation options.
  */
@@ -25,45 +26,45 @@ export declare function getObjectAsObservable(dataElementId: string, key: string
  * @param parentElementId - Parent element ID
  * @param parentKey - Parent object key; important: this establishes the scope of the query; use an appropriate scope key
  * @param elementId - Child element ID
- * @param filter - Optional filter; call `dataexpr_agent` to generate the filter expression. Must be less than 200 characters.
+ * @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.
  * @param fetchedRelationships - Optional relationships to include as nested objects
  * @returns Promise<any[]>
  */
-export declare function getRelatedObjects(parentElementId: string, parentKey: string, elementId: string, filter?: string, fetchedRelationships?: string[]): Promise<any[]>;
+export declare function getRelatedObjects(parentElementId: string, parentKey: string, elementId: string, filter?: FilterExpression, fetchedRelationships?: string[]): Promise<any[]>;
 /**
  * Observable version of getRelatedObjects. See getRelatedObjects for details.
  */
-export declare function getRelatedObjectsAsObservable(parentElementId: string, parentKey: string, elementId: string, filter?: string, fetchedRelationships?: string[]): Observable<any[]>;
+export declare function getRelatedObjectsAsObservable(parentElementId: string, parentKey: string, elementId: string, filter?: FilterExpression, fetchedRelationships?: string[]): Observable<any[]>;
 /**
  * Retrieves all objects for a data element that the current user has access to.
  *
  * @param dataElementId - Data element ID
- * @param filter - Optional filter; call `dataexpr_agent` to generate the filter expression. Must be less than 200 characters.
+ * @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.
  * @param fetchedRelationships - Optional relationships to include as nested objects
  * @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.
  * @returns Promise<any[]>
  */
-export declare function getAccessibleObjects(dataElementId: string, filter?: string, fetchedRelationships?: string[], applyContext?: boolean): Promise<any[]>;
+export declare function getAccessibleObjects(dataElementId: string, filter?: FilterExpression, fetchedRelationships?: string[], applyContext?: boolean): Promise<any[]>;
 /**
  * Observable version of getAccessibleObjects. See getAccessibleObjects for details.
  */
-export declare function getAccessibleObjectsAsObservable(dataElementId: string, filter?: string, fetchedRelationships?: string[], applyContext?: boolean): Observable<any[]>;
+export declare function getAccessibleObjectsAsObservable(dataElementId: string, filter?: FilterExpression, fetchedRelationships?: string[], applyContext?: boolean): Observable<any[]>;
 /**
  * Retrieves accessible objects for a data element from a specific key list.
  * Only objects that are accessible to the current user are returned. If applyContext is true, keyed objects outside the current navigation context are also omitted.
  *
  * @param dataElementId - Data element ID
  * @param keys - Object keys to retrieve
- * @param filter - Optional filter; call `dataexpr_agent` to generate the filter expression. Must be less than 200 characters.
+ * @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.
  * @param fetchedRelationships - Optional relationships to include as nested objects
  * @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.
  * @returns Promise<any[]>
  */
-export declare function getObjects(dataElementId: string, keys: string[], filter?: string, fetchedRelationships?: string[], applyContext?: boolean): Promise<any[]>;
+export declare function getObjects(dataElementId: string, keys: string[], filter?: FilterExpression, fetchedRelationships?: string[], applyContext?: boolean): Promise<any[]>;
 /**
  * Observable version of getObjects. See getObjects for details.
  */
-export declare function getObjectsAsObservable(dataElementId: string, keys: string[], filter?: string, fetchedRelationships?: string[], applyContext?: boolean): Observable<any[]>;
+export declare function getObjectsAsObservable(dataElementId: string, keys: string[], filter?: FilterExpression, fetchedRelationships?: string[], applyContext?: boolean): Observable<any[]>;
 /**
  * Saves an object without establishing a parent relationship. Returns saved object with any server-assigned values (objKey, calculated fields).
  *

package/lib/cjs/types/data-crud.d.ts.map

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package/lib/cjs/types/filter-expression.d.ts

@@ -0,0 +1,22 @@
+/**
+ * Halix data filter expression language string.
+ *
+ * This is not SQL, JavaScript, or an arbitrary query-string syntax. Use the
+ * `build_filter_expression` agent tool to generate filter expressions for SDK
+ * calls, list reads, aggregate queries, choosers, and generated TypeScript.
+ *
+ * Filter expressions are evaluated by Halix services within the request's
+ * normal data-access scope. Most filter parameters must be less than 200
+ * characters.
+ *
+ * @example
+ * // Boolean comparison
+ * const filter: FilterExpression = "archive!=boolean:true";
+ *
+ * @example
+ * // Date and key comparisons
+ * const filter: FilterExpression =
+ *   "(endDate >= date:2025-06-12) AND (courseKey=string:crs~00~abc)";
+ */
+export type FilterExpression = string;
+//# sourceMappingURL=filter-expression.d.ts.map

package/lib/cjs/types/filter-expression.d.ts.map

@@ -0,0 +1 @@
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package/lib/cjs/types/index.d.ts

@@ -4,14 +4,16 @@
  * platform. This is the main entry point that provides a unified interface for all SDK functionality.
  */
 export { getAuthToken, sandboxKey, serviceAddress, actionSubject, userContext, params, useBody, initialize, type UserContext, type IncomingEventBody, type BaseActionResponse, type ActionResponse, type NotificationConfig, type ListActionResponse, type FormTemplateActionResponse, type PageTemplateActionResponse, type ObjectSaveActionResponse, type CalculatedFieldActionResponse, type SingleValueActionResponse, type ErrorResponse, prepareSuccessResponse, prepareErrorResponse } from './sdk-general';
+export { type FilterExpression } from './filter-expression';
 export { type SaveOptions, getObject, getObjectAsObservable, getRelatedObjects, getRelatedObjectsAsObservable, getAccessibleObjects, getAccessibleObjectsAsObservable, getObjects, getObjectsAsObservable, saveObject, saveObjectAsObservable, saveRelatedObject, saveRelatedObjectAsObservable, deleteObject, deleteObjectAsObservable, deleteRelatedObject, deleteRelatedObjectAsObservable, deleteRelatedObjects, deleteRelatedObjectsAsObservable } from './data-crud';
-export { type ScopeKeyItem, type Role, type BusinessPrivilege, type SandboxUser, type UserAccessWrapper, type LinkUserProxyRequest, type UserProxyAccessRosterRow, type InviteOrLinkUserProxyByEmailRequest, type InviteOrLinkUserProxyAction, type InviteOrLinkUserProxyResult, type SetUserProxyRosterRolesRequest, type UpdateAccessRequest, type BusinessPrivilegeCheckResult, type CurrentBusinessPrivilegesResult, type DataElementAccessMode, type DataElementAccessResult, listRoles, listRolesAsObservable, listBusinessPrivileges, listBusinessPrivilegesAsObservable, listSandboxUsers, listSandboxUsersAsObservable, getUserAccess, getUserAccessAsObservable, linkUserProxy, linkUserProxyAsObservable, listUserProxyAccessRoster, listUserProxyAccessRosterAsObservable, inviteOrLinkUserProxyByEmail, inviteOrLinkUserProxyByEmailAsObservable, setUserProxyRosterRoles, setUserProxyRosterRolesAsObservable, updateUserAccess, updateUserAccessAsObservable, removeUserAccess, removeUserAccessAsObservable, hasBusinessPrivilege, hasBusinessPrivilegeAsObservable, userPrivileges, userPrivilegesAsObservable, dataElementAccess, dataElementAccessAsObservable, hasDataElementAccess, hasDataElementAccessAsObservable, canReadDataElement, canReadDataElementAsObservable, canWriteDataElement, canWriteDataElementAsObservable, canDeleteDataElement, canDeleteDataElementAsObservable, } from './access';
+export { type ScopeKeyItem, type Role, type BusinessPrivilege, type SandboxUser, type UserAccessWrapper, type LinkUserProxyRequest, type UserProxyAccessRosterRow, type ListUserProxyAccessRosterOptions, type InviteOrLinkUserProxyByEmailRequest, type InviteOrLinkUserProxyAction, type InviteOrLinkUserProxyResult, type SetUserProxyRosterRolesRequest, type UpdateAccessRequest, type BusinessPrivilegeCheckResult, type CurrentBusinessPrivilegesResult, type DataElementAccessMode, type DataElementAccessResult, listRoles, listRolesAsObservable, listBusinessPrivileges, listBusinessPrivilegesAsObservable, listSandboxUsers, listSandboxUsersAsObservable, getUserAccess, getUserAccessAsObservable, linkUserProxy, linkUserProxyAsObservable, listUserProxyAccessRoster, listUserProxyAccessRosterAsObservable, inviteOrLinkUserProxyByEmail, inviteOrLinkUserProxyByEmailAsObservable, setUserProxyRosterRoles, setUserProxyRosterRolesAsObservable, removeUserProxyRosterAccess, removeUserProxyRosterAccessAsObservable, updateUserAccess, updateUserAccessAsObservable, removeUserAccess, removeUserAccessAsObservable, hasBusinessPrivilege, hasBusinessPrivilegeAsObservable, userPrivileges, userPrivilegesAsObservable, dataElementAccess, dataElementAccessAsObservable, hasDataElementAccess, hasDataElementAccessAsObservable, canReadDataElement, canReadDataElementAsObservable, canWriteDataElement, canWriteDataElementAsObservable, canDeleteDataElement, canDeleteDataElementAsObservable, } from './access';
 export { type ContentResource, getOrCreateResource, getOrCreateResourceAsObservable, saveResource, saveResourceAsObservable, sendFileContents, sendFileContentsAsObservable, createOrUpdateResource, createOrUpdateResourceAsObservable, downloadResource, downloadResourceAsObservable } from './content';
 export { MessageMethod, type MessageRequest, sendMessage, sendMessageAsObservable } from './messaging';
 export { getUserPreference, getOrganizationPreference, getUserPreferenceAsObservable, getOrganizationPreferenceAsObservable } from './preferences';
 export { type SortField, type DataSortField, type BaseListDataRequest, type PagedListDataRequest, type ListDataResponse, type ListDataOptions, type ListDataSearchOptions, type MassEditValueType, type MassEditRequest, type MassDeleteRequest, type MassChangeResponse, getListData, getListDataAsObservable, massEdit, massEditAsObservable, massDelete, massDeleteAsObservable } from './lists';
 export { AggregationResponse, type AggregationRequest, type AggregationRow, type AggregationGroup, type AggregationSort, type Aggregation, type AggregationGroupTransform, type TransformType, type AggregationType, getAggregateData, getAggregateDataAsObservable } from './data-aggregate';
 export { type GatewayPaymentPreauthResult, type StandalonePaymentRequest, type StandalonePaymentResult, submitStandalonePayment, submitStandalonePaymentAsObservable } from './payments';
+export { type InvoiceDueItem, type PayerInvoiceGroup, type ReminderMatchCriteria, type PaymentReminderRecord, type ChannelCoverage, getEnabledPaymentReminders, getInvoicesMatchingReminder, listEnrolledOrganizations, getReminderDeliveryCoverage } from './invoices';
 export { type AIRequestOptions, sendAIMessage, sendAIMessageAsObservable } from './ai';
 export { sortObjectArray, compareValues, getValueFromObject, debounceFn } from './utilities';
 //# sourceMappingURL=index.d.ts.map

package/lib/cjs/types/index.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../src/index.ts"],"names":[],"mappings":"AASA;;;;GAIG;AAMH,OAAO,EAEH,YAAY,EACZ,UAAU,EACV,cAAc,EACd,aAAa,EACb,WAAW,EACX,MAAM,EACN,OAAO,EAGP,UAAU,EAGV,KAAK,WAAW,EAChB,KAAK,iBAAiB,EAGtB,KAAK,kBAAkB,EACvB,KAAK,cAAc,EACnB,KAAK,kBAAkB,EACvB,KAAK,kBAAkB,EACvB,KAAK,0BAA0B,EAC/B,KAAK,0BAA0B,EAC/B,KAAK,wBAAwB,EAC7B,KAAK,6BAA6B,EAClC,KAAK,yBAAyB,EAC9B,KAAK,aAAa,EAGlB,sBAAsB,EACtB,oBAAoB,EACvB,MAAM,eAAe,CAAC;AAMvB,OAAO,EACH,KAAK,gBAAgB,EACxB,MAAM,qBAAqB,CAAC;AAM7B,OAAO,EAEH,KAAK,WAAW,EAGhB,SAAS,EACT,qBAAqB,EACrB,iBAAiB,EACjB,6BAA6B,EAC7B,oBAAoB,EACpB,gCAAgC,EAChC,UAAU,EACV,sBAAsB,EAGtB,UAAU,EACV,sBAAsB,EACtB,iBAAiB,EACjB,6BAA6B,EAG7B,YAAY,EACZ,wBAAwB,EACxB,mBAAmB,EACnB,+BAA+B,EAC/B,oBAAoB,EACpB,gCAAgC,EACnC,MAAM,aAAa,CAAC;AAMrB,OAAO,EACH,KAAK,YAAY,EACjB,KAAK,IAAI,EACT,KAAK,iBAAiB,EACtB,KAAK,WAAW,EAChB,KAAK,iBAAiB,EACtB,KAAK,oBAAoB,EACzB,KAAK,wBAAwB,EAC7B,KAAK,gCAAgC,EACrC,KAAK,mCAAmC,EACxC,KAAK,2BAA2B,EAChC,KAAK,2BAA2B,EAChC,KAAK,8BAA8B,EACnC,KAAK,mBAAmB,EACxB,KAAK,4BAA4B,EACjC,KAAK,+BAA+B,EACpC,KAAK,qBAAqB,EAC1B,KAAK,uBAAuB,EAC5B,SAAS,EACT,qBAAqB,EACrB,sBAAsB,EACtB,kCAAkC,EAClC,gBAAgB,EAChB,4BAA4B,EAC5B,aAAa,EACb,yBAAyB,EACzB,aAAa,EACb,yBAAyB,EACzB,yBAAyB,EACzB,qCAAqC,EACrC,4BAA4B,EAC5B,wCAAwC,EACxC,uBAAuB,EACvB,mCAAmC,EACnC,2BAA2B,EAC3B,uCAAuC,EACvC,gBAAgB,EAChB,4BAA4B,EAC5B,gBAAgB,EAChB,4BAA4B,EAC5B,oBAAoB,EACpB,gCAAgC,EAChC,cAAc,EACd,0BAA0B,EAC1B,iBAAiB,EACjB,6BAA6B,EAC7B,oBAAoB,EACpB,gCAAgC,EAChC,kBAAkB,EAClB,8BAA8B,EAC9B,mBAAmB,EACnB,+BAA+B,EAC/B,oBAAoB,EACpB,gCAAgC,GACnC,MAAM,UAAU,CAAC;AAMlB,OAAO,EAEH,KAAK,eAAe,EAGpB,mBAAmB,EACnB,+BAA+B,EAC/B,YAAY,EACZ,wBAAwB,EACxB,gBAAgB,EAChB,4BAA4B,EAC5B,sBAAsB,EACtB,kCAAkC,EAClC,gBAAgB,EAChB,4BAA4B,EAC/B,MAAM,WAAW,CAAC;AAMnB,OAAO,EAEH,aAAa,EAGb,KAAK,cAAc,EAGnB,WAAW,EACX,uBAAuB,EAC1B,MAAM,aAAa,CAAC;AAMrB,OAAO,EAEH,iBAAiB,EACjB,yBAAyB,EACzB,6BAA6B,EAC7B,qCAAqC,EACxC,MAAM,eAAe,CAAC;AAMvB,OAAO,EAEH,KAAK,SAAS,EACd,KAAK,aAAa,EAClB,KAAK,mBAAmB,EACxB,KAAK,oBAAoB,EACzB,KAAK,gBAAgB,EACrB,KAAK,eAAe,EACpB,KAAK,qBAAqB,EAC1B,KAAK,iBAAiB,EACtB,KAAK,eAAe,EACpB,KAAK,iBAAiB,EACtB,KAAK,kBAAkB,EAGvB,WAAW,EACX,uBAAuB,EACvB,QAAQ,EACR,oBAAoB,EACpB,UAAU,EACV,sBAAsB,EACzB,MAAM,SAAS,CAAC;AAMjB,OAAO,EAEH,mBAAmB,EAGnB,KAAK,kBAAkB,EACvB,KAAK,cAAc,EACnB,KAAK,gBAAgB,EACrB,KAAK,eAAe,EACpB,KAAK,WAAW,EAChB,KAAK,yBAAyB,EAC9B,KAAK,aAAa,EAClB,KAAK,eAAe,EAGpB,gBAAgB,EAChB,4BAA4B,EAC/B,MAAM,kBAAkB,CAAC;AAM1B,OAAO,EAEH,KAAK,2BAA2B,EAChC,KAAK,wBAAwB,EAC7B,KAAK,uBAAuB,EAG5B,uBAAuB,EACvB,mCAAmC,EACtC,MAAM,YAAY,CAAC;AAMpB,OAAO,EACH,KAAK,cAAc,EACnB,KAAK,iBAAiB,EACtB,KAAK,qBAAqB,EAC1B,KAAK,qBAAqB,EAC1B,KAAK,eAAe,EACpB,0BAA0B,EAC1B,2BAA2B,EAC3B,yBAAyB,EACzB,2BAA2B,EAC9B,MAAM,YAAY,CAAC;AAMpB,OAAO,EAEH,KAAK,gBAAgB,EAGrB,aAAa,EACb,yBAAyB,EAC5B,MAAM,MAAM,CAAC;AAMd,OAAO,EACH,eAAe,EACf,aAAa,EACb,kBAAkB,EAClB,UAAU,EACb,MAAM,aAAa,CAAC"}

package/lib/cjs/types/invoices.d.ts

@@ -0,0 +1,72 @@
+export interface InvoiceDueItem {
+    /** Invoice (sales transaction) key. */
+    invoiceKey: string;
+    /** User-facing invoice ID from the SalesTransaction id field. */
+    invoiceId: string;
+    /** Backwards-compatible alias for invoiceId. */
+    invoiceNumber: string;
+    /** User-facing description, e.g. "Down payment on Tuition Kindergarten SY26-27". */
+    description: string;
+    /** Due date — either the invoice's top-level dueDate or an installment's dueDate. */
+    dueDate: string;
+    /** Due date formatted for message display as M/d/yyyy. */
+    dueDateDisplay: string;
+    /** When the matching due date came from an installment, the 0-based index in installmentItems. */
+    installmentIndex?: number;
+    /** Amount remaining for this invoice/installment. */
+    amountDue: number;
+    /** Line-item summaries suitable for inclusion in a reminder message. */
+    lineItems: Array<{
+        description: string;
+        quantity: number;
+        amount: number;
+    }>;
+}
+export interface PayerInvoiceGroup {
+    payerKey: string;
+    payerType: string;
+    payerName: string;
+    items: InvoiceDueItem[];
+    totalBalance: number;
+}
+export interface ReminderMatchCriteria {
+    sendType: 'specificDates' | 'dueDateRelative';
+    specificDates?: string[];
+    dueDateOffsets?: number[];
+}
+export interface PaymentReminderRecord {
+    objKey: string;
+    organizationKey: string;
+    sandboxKey: string;
+    name: string;
+    enabled: boolean;
+    previewMode?: boolean;
+    channel: 'email' | 'sms' | 'both';
+    emailSubject?: string;
+    emailBody?: string;
+    smsBody?: string;
+    sendType: 'specificDates' | 'dueDateRelative';
+    specificDates?: string[];
+    dueDateOffsets?: number[];
+    bccEmail?: string;
+}
+export type ChannelCoverage = 'covered' | 'retryable' | 'unsent';
+export declare function getEnabledPaymentReminders(orgKey: string): Promise<PaymentReminderRecord[]>;
+export declare function getInvoicesMatchingReminder(orgKey: string, criteria: ReminderMatchCriteria, today: string): Promise<PayerInvoiceGroup[]>;
+export declare function listEnrolledOrganizations(solutionKey: string): Promise<{
+    orgKey: string;
+    orgProxyKey: string;
+    orgProxyType: string;
+    orgName: string;
+    timezone?: string;
+}[]>;
+export declare function getReminderDeliveryCoverage(args: {
+    reminderKey: string;
+    payerKey: string;
+    organizationProxyKey: string;
+    organizationProxyType?: string;
+    dayStart: string;
+    nextDayStart: string;
+    channels: ('email' | 'sms')[];
+}): Promise<Record<'email' | 'sms', ChannelCoverage>>;
+//# sourceMappingURL=invoices.d.ts.map

package/lib/cjs/types/invoices.d.ts.map

@@ -0,0 +1 @@
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package/lib/cjs/types/lists.d.ts

@@ -1,4 +1,5 @@
 import { Observable } from 'rxjs';
+import type { FilterExpression } from './filter-expression';
 /**
  * SortField is an interface for specifying sort fields.
  */
@@ -64,21 +65,21 @@ export interface BaseListDataRequest {
      */
     childKeysField?: string;
     /**
-     * Filter expression to limit results. Evaluated within the parent key scope.
-     * Call `dataexpr_agent` to generate the filter expression.
-     * Must be less than 200 characters.
+     * Halix filter expression to limit results. Evaluated within the parent key scope.
+     * This is not SQL or JavaScript syntax. Call `build_filter_expression` to generate
+     * the filter expression. Must be less than 200 characters.
      */
-    filter?: string;
+    filter?: FilterExpression;
     /**
-     * List of fields being displayed on the list. Only these fields are populated in
-     * returned objects to reduce payload size. If fields include relationship paths,
-     * those relationships are automatically retrieved.
-     */
-    displayFields?: string[];
-    /**
-     * Additional field values to include that may not be in displayFields, sort, or filters.
+     * Fields to populate in returned rows. If omitted, rows may contain only `objKey`
+     * plus server defaults; every field read from `response.data` should be requested
+     * here. Use this same array for visible fields and fields needed by local
+     * calculations, joins, grouping, charting, sorting, or conditional rendering.
+     *
+     * If fields include relationship paths, those relationships are automatically retrieved.
+     * The SDK sends this to the list service as `displayFields`.
      */
-    additionalFieldsToFetch?: string[];
+    fields?: string[];
 }
 /**
  * PagedListDataRequest extends BaseListDataRequest with pagination properties.
@@ -96,14 +97,26 @@ export interface PagedListDataRequest extends BaseListDataRequest {
 }
 /**
  * ListDataResponse wraps a data provider response to a list data request.
+ *
+ * Rows are returned in the `data` array. Do not read `objects`, `items`, or
+ * the response object itself as the row array. `total` is the total matching
+ * record count across all pages for this request. When `total > data.length`,
+ * the current response is only one page of a larger result set.
  */
-export interface ListDataResponse {
+export interface ListDataResponse<TRecord extends Record<string, unknown> = Record<string, unknown>> {
     /**
-     * A slice of the appropriate runtime struct type containing a single page-worth of data.
-     * The actual type of objects in this array depends on the dataElementId being queried.
+     * A single page of rows for the requested data element. This is the only row array
+     * returned by getListData. Properties such as `objects`, `items`, or `list` are not
+     * part of the SDK response.
+     */
+    data: TRecord[];
+    /**
+     * The total number of matching entries across all pages for this request.
+     * If total is greater than data.length, more pages exist. A caller that is
+     * building a complete report/chart must request additional pages, use an
+     * aggregate endpoint, narrow the query with filters/key lists, or present
+     * the result as a capped/partial view.
      */
-    data: any[];
-    /** The total number of entries across all pages */
     total: number;
     /**
      * The index within the data array of the selected row.
@@ -210,8 +223,13 @@ export interface MassChangeResponse {
  * Retrieves paginated list data. Supports authenticated/public access, filtering, sorting, and binary search.
  *
  * Common usage:
+ * - Use `getListData` when you need list-specific behavior: pagination, explicit totals,
+ *   server-side sort/filter, field projection, search, selection, or bulk operations.
+ * - Do not choose `getListData` only because the task is a report. Prefer `getAccessibleObjects`
+ *   for bounded accessible-record reads without list behavior, `getRelatedObjects` when a
+ *   concrete parent key is already known, or `getAggregateData` for grouped counts/sums.
  * - For most custom-element list UIs, start with only `dataElementId`, pagination fields,
- *   and `displayFields`.
+ *   and `fields`.
  * - Omit `parentDataElementId` and `parentKey` when you want the records the current user
  *   can already access.
  * - Add `parentDataElementId` and `parentKey` only when the list must be anchored to a
@@ -219,48 +237,77 @@ export interface MassChangeResponse {
  * - Most callers should omit `options`. Use `options.search` only for binary-search
  *   navigation scenarios, and use `options.bypassTotal` only when you explicitly do not
  *   need the total count.
+ * - For bounded report reads that genuinely need list behavior, set `pageNumber`, an explicit
+ *   `pageSize`, and `fields` for every field used in filtering, grouping, sorting,
+ *   aggregation, or rendering.
+ *
+ * Response shape:
+ * - `response.data` is the row array.
+ * - `response.total` is the total matching record count across all pages when
+ *   requested. If `response.total > response.data.length`, this response is
+ *   a page slice, not the full result set.
+ * - Do not read `response.objects`, `response.items`, or the response object itself as
+ *   the row array.
+ *
+ * Pagination guidance:
+ * - Use `response.total` to decide whether the current page covers the full
+ *   query. For page 1 with pageSize 100 and total 5,000, local aggregation over
+ *   `response.data` covers only the first 100 rows.
+ * - Do not treat a first page or large page as complete report data just because
+ *   it contains rows.
  *
  * Request shape:
  * - `dataElementId` (required): root data element to retrieve
  * - `pageNumber` / `pageSize` (optional): pagination
- * - `displayFields` (optional): fields to populate in returned objects
+ * - `fields` (optional): fields to populate in returned objects
  * - `sort` (optional): sort fields such as `[{ attributeId: 'name' }]`
  * - `filter` (optional): filter expression
  * - `parentDataElementId` / `parentKey` (optional): explicit parent scope
  *
  * @param request - List configuration including dataElementId, parentDataElementId, parentKey, pagination, sort, filter
  * @param options - Optional: isPublic, bypassTotal, search
- * @returns Promise<ListDataResponse> with data array, total count, pageNumber
+ * @returns Promise<ListDataResponse<TRecord>> with data array, total count, pageNumber
  *
  * @example
  * // Most common case: one page of records the current user can access.
- * const response = await getListData({
+ * type StudentRow = {
+ *   name: string;
+ *   studentNumber: string;
+ *   email: string;
+ *   grade: string;
+ * };
+ * const response = await getListData<StudentRow>({
  *   dataElementId: 'student',
  *   pageNumber: 1,
  *   pageSize: 10,
- *   displayFields: ['name', 'studentNumber', 'email', 'grade']
+ *   fields: ['name', 'studentNumber', 'email', 'grade']
  * });
+ * const rows = response.data;
  *
  * @example
  * // Custom element pagination with an optional sort.
- * const response = await getListData({
+ * type StudentListRow = { name: string; studentNumber: string; email: string; grade: string };
+ * const response = await getListData<StudentListRow>({
  *   dataElementId: 'student',
  *   pageNumber: currentPage,
  *   pageSize: 10,
- *   displayFields: ['name', 'studentNumber', 'email', 'grade'],
+ *   fields: ['name', 'studentNumber', 'email', 'grade'],
  *   sort: [{ attributeId: 'name' }]
  * });
+ * const rows = response.data;
  *
  * @example
  * // Explicit parent scoping when the list must be anchored to a specific parent.
- * const listData = await getListData({
+ * type CustomerRow = { firstName: string; lastName: string; email: string };
+ * const listData = await getListData<CustomerRow>({
  *   dataElementId: 'customer',
  *   parentDataElementId: 'company',
  *   parentKey: orgProxyKey,
  *   pageNumber: 1,
  *   pageSize: 50,
- *   displayFields: ['firstName', 'lastName', 'email']
+ *   fields: ['firstName', 'lastName', 'email']
  * });
+ * const rows = listData.data;
  *
  * @example
  * // options is rarely needed; omit it unless you need one of these behaviors.
@@ -269,7 +316,7 @@ export interface MassChangeResponse {
  *     dataElementId: 'student',
  *     pageNumber: 1,
  *     pageSize: 10,
- *     displayFields: ['name']
+ *     fields: ['name']
  *   },
  *   {
  *     search: {
@@ -280,7 +327,7 @@ export interface MassChangeResponse {
  *   }
  * );
  */
-export declare function getListData(request: PagedListDataRequest, options?: ListDataOptions): Promise<ListDataResponse>;
+export declare function getListData<TRecord extends Record<string, unknown> = Record<string, unknown>>(request: PagedListDataRequest, options?: ListDataOptions): Promise<ListDataResponse<TRecord>>;
 /**
  * Observable version of getListData. See getListData for details.
  *
@@ -288,7 +335,7 @@ export declare function getListData(request: PagedListDataRequest, options?: Lis
  * getListDataAsObservable({ dataElementId: 'customer', parentDataElementId: 'company', parentKey: orgProxyKey })
  *   .subscribe(response => console.log(response.data));
  */
-export declare function getListDataAsObservable(request: PagedListDataRequest, options?: ListDataOptions): Observable<ListDataResponse>;
+export declare function getListDataAsObservable<TRecord extends Record<string, unknown> = Record<string, unknown>>(request: PagedListDataRequest, options?: ListDataOptions): Observable<ListDataResponse<TRecord>>;
 /**
  * Bulk update multiple records. The dataRequest defines security scope; only records within that scope can be updated.
  * Use valueType 'literal' to set a value, or 'property' to copy from another field.

package/lib/cjs/types/lists.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"lists.d.ts","sourceRoot":"","sources":["../../../src/lists.ts"],"names":[],"mappings":"AA2BA,OAAO,EAAQ,UAAU,EAAiB,MAAM,MAAM,CAAC;AAEvD,OAAO,KAAK,EAAE,gBAAgB,EAAE,MAAM,qBAAqB,CAAC;AAM5D;;GAEG;AACH,MAAM,WAAW,SAAS;IACtB,kCAAkC;IAClC,WAAW,EAAE,MAAM,CAAC;IACpB,0CAA0C;IAC1C,UAAU,CAAC,EAAE,OAAO,CAAC;IACrB,qDAAqD;IACrD,eAAe,CAAC,EAAE,OAAO,CAAC;IAC1B,qCAAqC;IACrC,YAAY,CAAC,EAAE,OAAO,CAAC;CAC1B;AAED;;GAEG;AACH,MAAM,WAAW,aAAa;IAC1B,8GAA8G;IAC9G,WAAW,EAAE,MAAM,CAAC;IACpB,qFAAqF;IACrF,UAAU,CAAC,EAAE,OAAO,CAAC;CACxB;AAED;;;GAGG;AACH,MAAM,WAAW,mBAAmB;IAChC;;OAEG;IACH,aAAa,EAAE,MAAM,CAAC;IAEtB;;;OAGG;IACH,IAAI,CAAC,EAAE,aAAa,EAAE,CAAC;IAEvB;;;;;;;;OAQG;IACH,mBAAmB,CAAC,EAAE,MAAM,CAAC;IAE7B;;;;;;OAMG;IACH,SAAS,CAAC,EAAE,MAAM,CAAC;IAEnB;;;OAGG;IACH,cAAc,CAAC,EAAE,MAAM,CAAC;IAExB;;;OAGG;IACH,cAAc,CAAC,EAAE,MAAM,CAAC;IAExB;;;;OAIG;IACH,MAAM,CAAC,EAAE,gBAAgB,CAAC;IAE1B;;;;;;;;OAQG;IACH,MAAM,CAAC,EAAE,MAAM,EAAE,CAAC;CACrB;AAED;;;GAGG;AACH,MAAM,WAAW,oBAAqB,SAAQ,mBAAmB;IAC7D;;OAEG;IACH,UAAU,CAAC,EAAE,MAAM,CAAC;IAEpB;;OAEG;IACH,QAAQ,CAAC,EAAE,MAAM,CAAC;CACrB;AAED;;;;;;;GAOG;AACH,MAAM,WAAW,gBAAgB,CAAC,OAAO,SAAS,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,GAAG,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC;IAC/F;;;;OAIG;IACH,IAAI,EAAE,OAAO,EAAE,CAAC;IAEhB;;;;;;OAMG;IACH,KAAK,EAAE,MAAM,CAAC;IAEd;;;OAGG;IACH,WAAW,EAAE,MAAM,CAAC;IAEpB,wDAAwD;IACxD,UAAU,EAAE,MAAM,CAAC;CACtB;AAED;;GAEG;AACH,MAAM,WAAW,qBAAqB;IAClC,oCAAoC;IACpC,WAAW,EAAE,MAAM,CAAC;IACpB,8BAA8B;IAC9B,KAAK,EAAE,MAAM,CAAC;IACd,4CAA4C;IAC5C,KAAK,EAAE,MAAM,CAAC;CACjB;AAED;;GAEG;AACH,MAAM,WAAW,eAAe;IAC5B,yEAAyE;IACzE,QAAQ,CAAC,EAAE,OAAO,CAAC;IACnB,gEAAgE;IAChE,WAAW,CAAC,EAAE,OAAO,CAAC;IACtB;;;;OAIG;IACH,MAAM,CAAC,EAAE,qBAAqB,CAAC;CAClC;AAED;;;;GAIG;AACH,MAAM,MAAM,iBAAiB,GAAG,SAAS,GAAG,UAAU,CAAC;AAEvD;;;;;;;GAOG;AACH,MAAM,WAAW,eAAe;IAC5B;;OAEG;IACH,IAAI,EAAE,MAAM,EAAE,CAAC;IACf;;;OAGG;IACH,WAAW,EAAE,mBAAmB,CAAC;IACjC,mDAAmD;IACnD,aAAa,EAAE,MAAM,CAAC;IACtB,0CAA0C;IAC1C,QAAQ,EAAE,MAAM,CAAC;IACjB,2DAA2D;IAC3D,SAAS,EAAE,iBAAiB,CAAC;IAC7B,6DAA6D;IAC7D,KAAK,CAAC,EAAE,GAAG,CAAC;CACf;AAED;;;;;;;GAOG;AACH,MAAM,WAAW,iBAAiB;IAC9B;;OAEG;IACH,IAAI,EAAE,MAAM,EAAE,CAAC;IACf;;;OAGG;IACH,WAAW,EAAE,mBAAmB,CAAC;IACjC,mDAAmD;IACnD,aAAa,EAAE,MAAM,CAAC;IACtB,yEAAyE;IACzE,SAAS,CAAC,EAAE,OAAO,CAAC;CACvB;AAED;;GAEG;AACH,MAAM,WAAW,kBAAkB;IAC/B,kCAAkC;IAClC,KAAK,EAAE,MAAM,CAAC;IACd,qDAAqD;IACrD,SAAS,EAAE,MAAM,CAAC;IAClB,oCAAoC;IACpC,MAAM,EAAE,MAAM,CAAC;CAClB;AAMD;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GA2GG;AACH,wBAAsB,WAAW,CAAC,OAAO,SAAS,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,GAAG,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,EAC/F,OAAO,EAAE,oBAAoB,EAC7B,OAAO,CAAC,EAAE,eAAe,GAC1B,OAAO,CAAC,gBAAgB,CAAC,OAAO,CAAC,CAAC,CAuDpC;AAED;;;;;;GAMG;AACH,wBAAgB,uBAAuB,CAAC,OAAO,SAAS,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,GAAG,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,EACrG,OAAO,EAAE,oBAAoB,EAC7B,OAAO,CAAC,EAAE,eAAe,GAC1B,UAAU,CAAC,gBAAgB,CAAC,OAAO,CAAC,CAAC,CAEvC;AAsCD;;;;;;;;;;;;;;;;GAgBG;AACH,wBAAsB,QAAQ,CAAC,OAAO,EAAE,eAAe,GAAG,OAAO,CAAC,kBAAkB,CAAC,CAoBpF;AAED;;GAEG;AACH,wBAAgB,oBAAoB,CAAC,OAAO,EAAE,eAAe,GAAG,UAAU,CAAC,kBAAkB,CAAC,CAE7F;AAED;;;;;;;;;;;;;GAaG;AACH,wBAAsB,UAAU,CAAC,OAAO,EAAE,iBAAiB,GAAG,OAAO,CAAC,kBAAkB,CAAC,CAoBxF;AAED;;GAEG;AACH,wBAAgB,sBAAsB,CAAC,OAAO,EAAE,iBAAiB,GAAG,UAAU,CAAC,kBAAkB,CAAC,CAEjG"}

package/lib/cjs/types/sdk-general.d.ts

@@ -103,12 +103,35 @@ export interface NotificationConfig {
     notificationDefinitionId: string;
     /** The key of the organization proxy */
     organizationProxyKey: string;
+    /** The object type of the organization proxy; allows notification dispatch to resolve the owning organization efficiently. */
+    organizationProxyType?: string;
     /** The object type of the data associated with the notification */
     dataObjectType: string;
     /** The key of the data object associated with the notification */
     dataObjectKey: string;
     /** The parameters to pass to the notification */
     params: Record<string, any>;
+    /** Correlates generated notification history with a payment reminder or other producer-owned source. */
+    reminderKey?: string;
+    /** When true, render/log recipients but skip actual channel dispatch and quota tracking. */
+    previewMode?: boolean;
+    /** Outstanding balance copied to generated recipient history rows. */
+    totalOutstandingAmount?: number;
+    /** Per-send email content override. `summary` is used as the email subject. */
+    emailContentOverride?: {
+        summary?: string;
+        content?: string;
+        html?: string;
+    };
+    /** Per-send SMS content override. */
+    smsContentOverride?: {
+        content?: string;
+    };
+    /** Per-send push content override. `summary` is used as the push title. */
+    pushContentOverride?: {
+        summary?: string;
+        content?: string;
+    };
     emailConfig?: {
         /** The type of user proxy to send the email to */
         recipientUserProxyType: string;
@@ -122,6 +145,8 @@ export interface NotificationConfig {
         replyEmailAddress?: string;
         /** The email address to send the email to; use when sending emails to non-user proxies/free-form email addresses; can contain a comma-separated list of email addresses */
         recipientEmail?: string;
+        /** Optional BCC address(es); comma-separated list allowed. Envelope-only. */
+        bccEmail?: string;
     };
     smsConfig?: {
         /** The type of user proxy to send the SMS to */

package/lib/cjs/types/sdk-general.d.ts.map

@@ -1 +1 @@
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package/lib/esm/access.js

@@ -19,9 +19,10 @@
  * - Data element access checks use stable data element IDs and resolve to persisted keys on the server.
  * - `ScopeKeyItem` entries define the data scope a user receives for an organization, user proxy, or custom data scope.
  * - `linkUserProxy` links an existing platform user (`userKey`) to an existing unlinked user proxy record.
- * - `listUserProxyAccessRoster` and `inviteOrLinkUserProxyByEmail` are the standard user-access page helpers. They use
- *   the access service to join shared user proxy identity records with current-sandbox login, invite, scope, and role
- *   state. Do not infer current-solution access from shared proxy records alone.
+ * - `listUserProxyAccessRoster`, `inviteOrLinkUserProxyByEmail`, and `removeUserProxyRosterAccess` are the standard
+ *   user-access page helpers. They use the access service to join shared user proxy identity records with
+ *   current-sandbox login, invite, scope, and role state. Do not infer current-solution access from shared proxy records
+ *   alone.
  *
  * @usage
  * ## When to Use
@@ -51,6 +52,7 @@
  * | `listUserProxyAccessRoster` | Read shared proxy rows enriched with current-sandbox access status |
  * | `inviteOrLinkUserProxyByEmail` | Reuse/create a proxy, invite/link by email, and return refreshed access state |
  * | `setUserProxyRosterRoles` | Update roles for one roster row |
+ * | `removeUserProxyRosterAccess` | Remove current-sandbox access for one roster row |
  * | `updateUserAccess` | Add or update one user scope entry |
  * | `removeUserAccess` | Remove one user scope entry |
  * | `hasBusinessPrivilege` | Server-check whether the current user has a privilege ID |
@@ -212,18 +214,21 @@ export function linkUserProxyAsObservable(req) {
  * @param orgProxyKey - Organization proxy object key for the roster context
  * @param orgProxyElementId - Organization proxy data element ID
  * @param userProxyElementId - User proxy/member data element ID
+ * @param options - Optional roster listing controls
  */
-export async function listUserProxyAccessRoster(orgProxyKey, orgProxyElementId, userProxyElementId) {
+export async function listUserProxyAccessRoster(orgProxyKey, orgProxyElementId, userProxyElementId, options) {
+    const params = options?.activeOnly ? { activeOnly: 'true' } : undefined;
     const response = await axios.get(`${serviceAddress}/access/sandboxes/${sandboxKey}/userProxyRoster/${encodeURIComponent(orgProxyKey)}/${encodeURIComponent(orgProxyElementId)}/${encodeURIComponent(userProxyElementId)}`, {
         headers: await authHeaders(),
+        ...(params ? { params } : {}),
     });
     return response.data;
 }
 /**
  * Observable version of `listUserProxyAccessRoster`. See `listUserProxyAccessRoster` for details.
  */
-export function listUserProxyAccessRosterAsObservable(orgProxyKey, orgProxyElementId, userProxyElementId) {
-    return from(listUserProxyAccessRoster(orgProxyKey, orgProxyElementId, userProxyElementId));
+export function listUserProxyAccessRosterAsObservable(orgProxyKey, orgProxyElementId, userProxyElementId, options) {
+    return from(listUserProxyAccessRoster(orgProxyKey, orgProxyElementId, userProxyElementId, options));
 }
 /**
  * Invites or links a user by email through the access service roster helper.
@@ -271,6 +276,29 @@ export async function setUserProxyRosterRoles(orgProxyKey, orgProxyElementId, us
 export function setUserProxyRosterRolesAsObservable(orgProxyKey, orgProxyElementId, userProxyElementId, proxyKey, req) {
     return from(setUserProxyRosterRoles(orgProxyKey, orgProxyElementId, userProxyElementId, proxyKey, req));
 }
+/**
+ * Removes current-sandbox access for one roster row and returns the refreshed row.
+ *
+ * This removes the user's access for the requested roster context. It does not delete the shared user proxy identity
+ * record or unlink the proxy from the platform user.
+ *
+ * @param orgProxyKey - Organization proxy object key for the roster context
+ * @param orgProxyElementId - Organization proxy data element ID
+ * @param userProxyElementId - User proxy/member data element ID
+ * @param proxyKey - User proxy object key for the row being removed from current access
+ */
+export async function removeUserProxyRosterAccess(orgProxyKey, orgProxyElementId, userProxyElementId, proxyKey) {
+    const response = await axios.delete(`${serviceAddress}/access/sandboxes/${sandboxKey}/userProxyRoster/${encodeURIComponent(orgProxyKey)}/${encodeURIComponent(orgProxyElementId)}/${encodeURIComponent(userProxyElementId)}/proxy/${encodeURIComponent(proxyKey)}/access`, {
+        headers: await authHeaders(),
+    });
+    return response.data;
+}
+/**
+ * Observable version of `removeUserProxyRosterAccess`. See `removeUserProxyRosterAccess` for details.
+ */
+export function removeUserProxyRosterAccessAsObservable(orgProxyKey, orgProxyElementId, userProxyElementId, proxyKey) {
+    return from(removeUserProxyRosterAccess(orgProxyKey, orgProxyElementId, userProxyElementId, proxyKey));
+}
 /**
  * Adds or updates one user's sandbox scope entry.
  *