@halix/action-sdk 1.0.51 → 1.0.52

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

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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

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package/lib/esm/data-aggregate.js.map

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package/lib/esm/data-crud.js

@@ -10,7 +10,6 @@
  * @module @halix/action-sdk/data-crud
  * @description Data CRUD operations for the Halix Platform action SDK. This module provides functions
  * for creating, reading, updating, and deleting data objects through the Halix data service API.
- * Note: for list-like displays, the `lists` module is preferred.
  *
  * Key features:
  * - Retrieve one object a time
@@ -20,32 +19,52 @@
  *
  * @usage
  * ## When to Use
- * - **Read objects without specifying parent scope** → `getAccessibleObjects` (most common read)
+ * - **Read objects without specifying parent scope** → `getAccessibleObjects`
+ * - **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
  * - **Read specific accessible objects by key list** → `getObjects`
  * - **Get single object by key** → `getObject`
- * - **Get related objects (<50)** → `getRelatedObjects`
+ * - **Fetch a known parent's child records** → `getRelatedObjects`
  * - **Create/update single object** → `saveObject`
  * - **Delete single object** → `deleteObject`
  *
+ * ## Record Retrieval Decision
+ * - Use `getAccessibleObjects` for bounded accessible-record reads where you do not need pagination,
+ *   total count, server sort, or list-specific field projection. Pass its optional filter argument
+ *   when the relevant subset can be expressed by date, status, foreign key, or other schema-backed fields.
+ * - Use `getRelatedObjects` when the component already has a concrete parent key and is fetching
+ *   that parent's children.
+ * - Use `getListData` from the lists module for paginated list UIs, server-side filtering/sorting,
+ *   explicit totals, or bounded report reads.
+ * - Use `getAggregateData` from the data-aggregate module for counts, sums, rankings, and grouped metrics.
+ *
  * ## When NOT to Use
- * - **Large lists (100+)** → use lists skill with `getListData`
+ * - **High-cardinality report reads without a narrowing filter**
+ * - **List UI pagination, explicit totals, server sort/filter, or field projection** → use lists skill with `getListData`
  * - **Bulk updates** → use lists skill with `massEdit`
  * - **Aggregations** → use data-aggregate skill
  *
  * ## Key Functions
  * | Function | Use For |
  * |----------|---------|
- * | `getAccessibleObjects` | Read objects the current user can access (no parent scope needed) |
+ * | `getAccessibleObjects` | Read filtered/bounded objects the current user can access (no parent scope needed) |
  * | `getObjects` | Read accessible objects from a specific key list |
  * | `getObject` | Single object by key |
- * | `getRelatedObjects` | Children of a parent (small collections) |
+ * | `getRelatedObjects` | Children of a known parent record |
  * | `saveObject` | Create or update one object |
  * | `saveRelatedObject` | Create or update one object and establish relationship to a parent |
  * | `deleteObject` | Delete one object without parent scope |
  * | `deleteRelatedObject` | Delete one related object |
  *
  * @example
- * // Get all accessible recipes
+ * // Get accessible class enrollments for a bounded date window
+ * // Create the filter expression with build_filter_expression before coding it here.
+ * const recentEnrollments = await hx.getAccessibleObjects(
+ *   'classEnrollment',
+ *   "startDate>=date:'2025-01-01'"
+ * );
+ *
+ * @example
+ * // Get all accessible recipes only when the accessible set is naturally small
  * const recipes = await hx.getAccessibleObjects('recipe');
  *
  * @example
@@ -57,7 +76,7 @@
  * const recipe = await hx.getObject('recipe', recipeKey);
  *
  * @example
- * // Get ingredients (small collection)
+ * // Get ingredients for a known recipe
  * const ingredients = await hx.getRelatedObjects(
  *   'recipe', recipeKey, 'ingredient'
  * );
@@ -126,7 +145,7 @@ export function getObjectAsObservable(dataElementId, key, fetchedRelationships)
  * @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[]>
  */
@@ -166,7 +185,7 @@ export function getRelatedObjectsAsObservable(parentElementId, parentKey, elemen
  * 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[]>
@@ -199,7 +218,7 @@ export function getAccessibleObjectsAsObservable(dataElementId, filter, fetchedR
  *
  * @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[]>

package/lib/esm/data-crud.js.map

@@ -1 +1 @@
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package/lib/esm/filter-expression.js

@@ -0,0 +1,10 @@
+// Halix SDK License v1.0
+// Copyright (c) 2025 halix.io LLC.
+//
+// This source code is licensed for use **only** within applications
+// running on the Halix platform, in accordance with Halix SDK guidelines.
+//
+// Unauthorized use outside the Halix platform is prohibited.
+// Full license terms available in the LICENSE file.
+export {};
+//# sourceMappingURL=filter-expression.js.map

package/lib/esm/filter-expression.js.map

@@ -0,0 +1 @@
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package/lib/esm/index.js.map

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package/lib/esm/index.mjs

@@ -76,6 +76,10 @@ export {
 // Functions
 submitStandalonePayment, submitStandalonePaymentAsObservable } from './payments';
 // ================================================================================
+// INVOICE FUNCTIONS
+// ================================================================================
+export { getEnabledPaymentReminders, getInvoicesMatchingReminder, listEnrolledOrganizations, getReminderDeliveryCoverage } from './invoices';
+// ================================================================================
 // AI FUNCTIONS
 // ================================================================================
 export { 

package/lib/esm/invoices.js

@@ -0,0 +1,43 @@
+// Halix SDK License v1.0
+// Copyright (c) 2025 halix.io LLC.
+//
+// This source code is licensed for use **only** within applications
+// running on the Halix platform, in accordance with Halix SDK guidelines.
+//
+// Unauthorized use outside the Halix platform is prohibited.
+// Full license terms available in the LICENSE file.
+/**
+ * @module @halix/action-sdk/invoices
+ * @description Invoice and payment-reminder helpers for Halix action lambdas.
+ */
+import axios from 'axios';
+import { lastValueFrom } from 'rxjs';
+import { sandboxKey, serviceAddress, getAuthToken } from './sdk-general';
+import { getAccessibleObjects } from './data-crud';
+async function authHeaders() {
+    if (!getAuthToken) {
+        throw new Error('SDK not initialized.');
+    }
+    const authToken = await lastValueFrom(getAuthToken());
+    return { Authorization: `Bearer ${authToken}` };
+}
+export async function getEnabledPaymentReminders(orgKey) {
+    const filter = `(enabled=boolean:true) AND (organizationKey=string:${orgKey})`;
+    return getAccessibleObjects('paymentReminder', filter);
+}
+export async function getInvoicesMatchingReminder(orgKey, criteria, today) {
+    const url = `${serviceAddress}/billing/sandboxes/${sandboxKey}/invoices/matchingReminder`;
+    const response = await axios.post(url, { orgKey, criteria, today }, { headers: await authHeaders() });
+    return response.data;
+}
+export async function listEnrolledOrganizations(solutionKey) {
+    const url = `${serviceAddress}/billing/sandboxes/${sandboxKey}/solutions/${solutionKey}/enrolledOrganizations`;
+    const response = await axios.get(url, { headers: await authHeaders() });
+    return response.data;
+}
+export async function getReminderDeliveryCoverage(args) {
+    const url = `${serviceAddress}/billing/sandboxes/${sandboxKey}/reminders/coverage`;
+    const response = await axios.post(url, args, { headers: await authHeaders() });
+    return response.data;
+}
+//# sourceMappingURL=invoices.js.map

package/lib/esm/invoices.js.map

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