Merge branch 'develop' into draft-import-resources

packages/server/src/api/controllers/Banking/BankingController.ts

@@ -0,0 +1,18 @@
+import Container, { Inject, Service } from 'typedi';
+import { Router } from 'express';
+import BaseController from '@/api/controllers/BaseController';
+import { PlaidBankingController } from './PlaidBankingController';
+
+@Service()
+export class BankingController extends BaseController {
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.use('/plaid', Container.get(PlaidBankingController).router());
+
+    return router;
+  }
+}

packages/server/src/api/controllers/Banking/PlaidBankingController.ts

@@ -0,0 +1,53 @@
+import { Inject, Service } from 'typedi';
+import { Router, Request, Response } from 'express';
+import BaseController from '@/api/controllers/BaseController';
+import { PlaidApplication } from '@/services/Banking/Plaid/PlaidApplication';
+
+@Service()
+export class PlaidBankingController extends BaseController {
+  @Inject()
+  private plaidApp: PlaidApplication;
+
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.post('/link-token', this.linkToken.bind(this));
+    router.post('/exchange-token', this.exchangeToken.bind(this));
+
+    return router;
+  }
+
+  /**
+   * Retrieves the Plaid link token.
+   * @param {Request} req
+   * @param {response} res
+   * @returns {Response}
+   */
+  private async linkToken(req: Request, res: Response) {
+    const { tenantId } = req;
+
+    const linkToken = await this.plaidApp.getLinkToken(tenantId);
+
+    return res.status(200).send(linkToken);
+  }
+
+  /**
+   * Exchanges the given public token.
+   * @param {Request} req
+   * @param {response} res
+   * @returns {Response}
+   */
+  public async exchangeToken(req: Request, res: Response) {
+    const { tenantId } = req;
+    const { public_token, institution_id } = req.body;
+
+    await this.plaidApp.exchangeToken(tenantId, {
+      institutionId: institution_id,
+      publicToken: public_token,
+    });
+    return res.status(200).send({});
+  }
+}

packages/server/src/api/controllers/Cashflow/CashflowController.ts

@@ -13,9 +13,9 @@ export default class CashflowController {
   router() {
     const router = Router();
 
+    router.use(Container.get(CommandCashflowTransaction).router());
     router.use(Container.get(GetCashflowTransaction).router());
     router.use(Container.get(GetCashflowAccounts).router());
-    router.use(Container.get(CommandCashflowTransaction).router());
     router.use(Container.get(DeleteCashflowTransaction).router());
 
     return router;

packages/server/src/api/controllers/Cashflow/DeleteCashflowTransaction.ts

@@ -3,14 +3,15 @@ import { Router, Request, Response, NextFunction } from 'express';
 import { param } from 'express-validator';
 import BaseController from '../BaseController';
 import { ServiceError } from '@/exceptions';
-import DeleteCashflowTransactionService from '../../../services/Cashflow/DeleteCashflowTransactionService';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+
 import { AbilitySubject, CashflowAction } from '@/interfaces';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
 
 @Service()
-export default class DeleteCashflowTransaction extends BaseController {
+export default class DeleteCashflowTransactionController extends BaseController {
   @Inject()
-  deleteCashflowService: DeleteCashflowTransactionService;
+  private cashflowApplication: CashflowApplication;
 
   /**
    * Controller router.
@@ -44,7 +45,7 @@ export default class DeleteCashflowTransaction extends BaseController {
 
     try {
       const { oldCashflowTransaction } =
-        await this.deleteCashflowService.deleteCashflowTransaction(
+        await this.cashflowApplication.deleteTransaction(
           tenantId,
           transactionId
         );
@@ -92,6 +93,19 @@ export default class DeleteCashflowTransaction extends BaseController {
           ],
         });
       }
+      if (
+        error.errorType ===
+        'CANNOT_DELETE_TRANSACTION_CONVERTED_FROM_UNCATEGORIZED'
+      ) {
+        return res.boom.badRequest(null, {
+          errors: [
+            {
+              type: 'CANNOT_DELETE_TRANSACTION_CONVERTED_FROM_UNCATEGORIZED',
+              code: 4100,
+            },
+          ],
+        });
+      }
     }
     next(error);
   }

packages/server/src/api/controllers/Cashflow/GetCashflowAccounts.ts

@@ -1,20 +1,16 @@
 import { Service, Inject } from 'typedi';
 import { Router, Request, Response, NextFunction } from 'express';
-import { param, query } from 'express-validator';
-import GetCashflowAccountsService from '@/services/Cashflow/GetCashflowAccountsService';
+import { query } from 'express-validator';
 import BaseController from '../BaseController';
-import GetCashflowTransactionsService from '@/services/Cashflow/GetCashflowTransactionsService';
 import { ServiceError } from '@/exceptions';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { AbilitySubject, CashflowAction } from '@/interfaces';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
 
 @Service()
 export default class GetCashflowAccounts extends BaseController {
   @Inject()
-  getCashflowAccountsService: GetCashflowAccountsService;
-
-  @Inject()
-  getCashflowTransactionsService: GetCashflowTransactionsService;
+  private cashflowApplication: CashflowApplication;
 
   /**
    * Controller router.
@@ -62,10 +58,7 @@ export default class GetCashflowAccounts extends BaseController {
 
     try {
       const cashflowAccounts =
-        await this.getCashflowAccountsService.getCashflowAccounts(
-          tenantId,
-          filter
-        );
+        await this.cashflowApplication.getCashflowAccounts(tenantId, filter);
 
       return res.status(200).send({
         cashflow_accounts: this.transfromToResponse(cashflowAccounts),

packages/server/src/api/controllers/Cashflow/GetCashflowTransaction.ts

@@ -2,15 +2,15 @@ import { Service, Inject } from 'typedi';
 import { Router, Request, Response, NextFunction } from 'express';
 import { param } from 'express-validator';
 import BaseController from '../BaseController';
-import GetCashflowTransactionsService from '@/services/Cashflow/GetCashflowTransactionsService';
 import { ServiceError } from '@/exceptions';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { AbilitySubject, CashflowAction } from '@/interfaces';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
 
 @Service()
 export default class GetCashflowAccounts extends BaseController {
   @Inject()
-  getCashflowTransactionsService: GetCashflowTransactionsService;
+  private cashflowApplication: CashflowApplication;
 
   /**
    * Controller router.
@@ -43,11 +43,10 @@ export default class GetCashflowAccounts extends BaseController {
     const { transactionId } = req.params;
 
     try {
-      const cashflowTransaction =
-        await this.getCashflowTransactionsService.getCashflowTransaction(
-          tenantId,
-          transactionId
-        );
+      const cashflowTransaction = await this.cashflowApplication.getTransaction(
+        tenantId,
+        transactionId
+      );
 
       return res.status(200).send({
         cashflow_transaction: this.transfromToResponse(cashflowTransaction),

packages/server/src/api/controllers/Cashflow/NewCashflowTransaction.ts

@@ -1,16 +1,16 @@
 import { Service, Inject } from 'typedi';
-import { check } from 'express-validator';
+import { ValidationChain, check, param, query } from 'express-validator';
 import { Router, Request, Response, NextFunction } from 'express';
 import BaseController from '../BaseController';
 import { ServiceError } from '@/exceptions';
-import NewCashflowTransactionService from '@/services/Cashflow/NewCashflowTransactionService';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { AbilitySubject, CashflowAction } from '@/interfaces';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
 
 @Service()
 export default class NewCashflowTransactionController extends BaseController {
   @Inject()
-  private newCashflowTranscationService: NewCashflowTransactionService;
+  private cashflowApplication: CashflowApplication;
 
   /**
    * Router constructor.
@@ -18,6 +18,18 @@ export default class NewCashflowTransactionController extends BaseController {
   public router() {
     const router = Router();
 
+    router.get(
+      '/transactions/uncategorized/:id',
+      this.asyncMiddleware(this.getUncategorizedCashflowTransaction),
+      this.catchServiceErrors
+    );
+    router.get(
+      '/transactions/:id/uncategorized',
+      this.getUncategorizedTransactionsValidationSchema,
+      this.validationResult,
+      this.asyncMiddleware(this.getUncategorizedCashflowTransactions),
+      this.catchServiceErrors
+    );
     router.post(
       '/transactions',
       CheckPolicies(CashflowAction.Create, AbilitySubject.Cashflow),
@@ -26,13 +38,72 @@ export default class NewCashflowTransactionController extends BaseController {
       this.asyncMiddleware(this.newCashflowTransaction),
       this.catchServiceErrors
     );
+    router.post(
+      '/transactions/:id/uncategorize',
+      this.revertCategorizedCashflowTransaction,
+      this.catchServiceErrors
+    );
+    router.post(
+      '/transactions/:id/categorize',
+      this.categorizeCashflowTransactionValidationSchema,
+      this.validationResult,
+      this.categorizeCashflowTransaction,
+      this.catchServiceErrors
+    );
+    router.post(
+      '/transaction/:id/categorize/expense',
+      this.categorizeAsExpenseValidationSchema,
+      this.validationResult,
+      this.categorizesCashflowTransactionAsExpense,
+      this.catchServiceErrors
+    );
     return router;
   }
 
+  /**
+   * Getting uncategorized transactions validation schema.
+   * @returns {ValidationChain}
+   */
+  public get getUncategorizedTransactionsValidationSchema() {
+    return [
+      param('id').exists().isNumeric().toInt(),
+      query('page').optional().isNumeric().toInt(),
+      query('page_size').optional().isNumeric().toInt(),
+    ];
+  }
+
+  /**
+   * Categorize as expense validation schema.
+   */
+  public get categorizeAsExpenseValidationSchema() {
+    return [
+      check('expense_account_id').exists(),
+      check('date').isISO8601().exists(),
+      check('reference_no').optional(),
+      check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
+    ];
+  }
+
+  /**
+   * Categorize cashflow tranasction validation schema.
+   */
+  public get categorizeCashflowTransactionValidationSchema() {
+    return [
+      check('date').exists().isISO8601().toDate(),
+      check('credit_account_id').exists().isInt().toInt(),
+      check('transaction_number').optional(),
+      check('transaction_type').exists(),
+      check('reference_no').optional(),
+      check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
+      check('description').optional(),
+      check('branch_id').optional({ nullable: true }).isNumeric().toInt(),
+    ];
+  }
+
   /**
    * New cashflow transaction validation schema.
    */
-  get newTransactionValidationSchema() {
+  public get newTransactionValidationSchema() {
     return [
       check('date').exists().isISO8601().toDate(),
       check('reference_no').optional({ nullable: true }).trim().escape(),
@@ -48,9 +119,7 @@ export default class NewCashflowTransactionController extends BaseController {
       check('credit_account_id').exists().isInt().toInt(),
 
       check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
-
       check('branch_id').optional({ nullable: true }).isNumeric().toInt(),
-
       check('publish').default(false).isBoolean().toBoolean(),
     ];
   }
@@ -70,13 +139,12 @@ export default class NewCashflowTransactionController extends BaseController {
     const ownerContributionDTO = this.matchedBodyData(req);
 
     try {
-      const { cashflowTransaction } =
-        await this.newCashflowTranscationService.newCashflowTransaction(
+      const cashflowTransaction =
+        await this.cashflowApplication.createTransaction(
           tenantId,
           ownerContributionDTO,
           userId
         );
-
       return res.status(200).send({
         id: cashflowTransaction.id,
         message: 'New cashflow transaction has been created successfully.',
@@ -86,11 +154,147 @@ export default class NewCashflowTransactionController extends BaseController {
     }
   };
 
+  /**
+   * Revert the categorized cashflow transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private revertCategorizedCashflowTransaction = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: cashflowTransactionId } = req.params;
+
+    try {
+      const data = await this.cashflowApplication.uncategorizeTransaction(
+        tenantId,
+        cashflowTransactionId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Categorize the cashflow transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private categorizeCashflowTransaction = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: cashflowTransactionId } = req.params;
+    const cashflowTransaction = this.matchedBodyData(req);
+
+    try {
+      await this.cashflowApplication.categorizeTransaction(
+        tenantId,
+        cashflowTransactionId,
+        cashflowTransaction
+      );
+      return res.status(200).send({
+        message: 'The cashflow transaction has been created successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Categorize the transaction as expense transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private categorizesCashflowTransactionAsExpense = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: cashflowTransactionId } = req.params;
+    const cashflowTransaction = this.matchedBodyData(req);
+
+    try {
+      await this.cashflowApplication.categorizeAsExpense(
+        tenantId,
+        cashflowTransactionId,
+        cashflowTransaction
+      );
+      return res.status(200).send({
+        message: 'The cashflow transaction has been created successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Retrieves the uncategorized cashflow transactions.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public getUncategorizedCashflowTransaction = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: transactionId } = req.params;
+
+    try {
+      const data = await this.cashflowApplication.getUncategorizedTransaction(
+        tenantId,
+        transactionId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Retrieves the uncategorized cashflow transactions.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public getUncategorizedCashflowTransactions = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: accountId } = req.params;
+    const query = this.matchedQueryData(req);
+
+    try {
+      const data = await this.cashflowApplication.getUncategorizedTransactions(
+        tenantId,
+        accountId,
+        query
+      );
+
+      return res.status(200).send(data);
+    } catch (error) {
+      next(error);
+    }
+  };
+
   /**
    * Handle the service errors.
    * @param error
-   * @param req
-   * @param res
+   * @param {Request} req
+   * @param {res
    * @param next
    * @returns
    */
@@ -140,6 +344,16 @@ export default class NewCashflowTransactionController extends BaseController {
           ],
         });
       }
+      if (error.errorType === 'UNCATEGORIZED_TRANSACTION_TYPE_INVALID') {
+        return res.boom.badRequest(null, {
+          errors: [
+            {
+              type: 'UNCATEGORIZED_TRANSACTION_TYPE_INVALID',
+              code: 4100,
+            },
+          ],
+        });
+      }
     }
     next(error);
   }

packages/server/src/api/controllers/Contacts/Contacts.ts

@@ -26,27 +26,27 @@ export default class ContactsController extends BaseController {
       [...this.autocompleteQuerySchema],
       this.validationResult,
       this.asyncMiddleware(this.autocompleteContacts.bind(this)),
-      this.dynamicListService.handlerErrorsToResponse
+      this.dynamicListService.handlerErrorsToResponse,
     );
     router.get(
       '/:id',
       [param('id').exists().isNumeric().toInt()],
       this.validationResult,
-      this.asyncMiddleware(this.getContact.bind(this))
+      this.asyncMiddleware(this.getContact.bind(this)),
     );
     router.post(
       '/:id/inactivate',
       [param('id').exists().isNumeric().toInt()],
       this.validationResult,
       this.asyncMiddleware(this.inactivateContact.bind(this)),
-      this.handlerServiceErrors
+      this.handlerServiceErrors,
     );
     router.post(
       '/:id/activate',
       [param('id').exists().isNumeric().toInt()],
       this.validationResult,
       this.asyncMiddleware(this.activateContact.bind(this)),
-      this.handlerServiceErrors
+      this.handlerServiceErrors,
     );
     return router;
   }
@@ -77,7 +77,7 @@ export default class ContactsController extends BaseController {
     try {
       const contact = await this.contactsService.getContact(
         tenantId,
-        contactId
+        contactId,
       );
       return res.status(200).send({
         customer: this.transfromToResponse(contact),
@@ -105,7 +105,7 @@ export default class ContactsController extends BaseController {
     try {
       const contacts = await this.contactsService.autocompleteContacts(
         tenantId,
-        filter
+        filter,
       );
       return res.status(200).send({ contacts });
     } catch (error) {
@@ -153,7 +153,6 @@ export default class ContactsController extends BaseController {
       check('email')
         .optional({ nullable: true })
         .isString()
-        .normalizeEmail()
         .isEmail()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('website')
@@ -380,7 +379,7 @@ export default class ContactsController extends BaseController {
     error: Error,
     req: Request,
     res: Response,
-    next: NextFunction
+    next: NextFunction,
   ) {
     if (error instanceof ServiceError) {
       if (error.errorType === 'contact_not_found') {

packages/server/src/api/controllers/ExchangeRates.ts

@@ -1,19 +1,16 @@
 import { Service, Inject } from 'typedi';
 import { Router, Request, Response, NextFunction } from 'express';
-import { check, param, query } from 'express-validator';
+import { query, oneOf } from 'express-validator';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
 import BaseController from './BaseController';
 import { ServiceError } from '@/exceptions';
-import ExchangeRatesService from '@/services/ExchangeRates/ExchangeRatesService';
-import DynamicListingService from '@/services/DynamicListing/DynamicListService';
+import { EchangeRateErrors } from '@/lib/ExchangeRate/types';
+import { ExchangeRateApplication } from '@/services/ExchangeRates/ExchangeRateApplication';
 
 @Service()
 export default class ExchangeRatesController extends BaseController {
   @Inject()
-  exchangeRatesService: ExchangeRatesService;
-
-  @Inject()
-  dynamicListService: DynamicListingService;
+  private exchangeRatesApp: ExchangeRateApplication;
 
   /**
    * Constructor method.
@@ -22,164 +19,40 @@ export default class ExchangeRatesController extends BaseController {
     const router = Router();
 
     router.get(
-      '/',
-      [...this.exchangeRatesListSchema],
+      '/latest',
+      [
+        oneOf([
+          query('to_currency').exists().isString().isISO4217(),
+          query('from_currency').exists().isString().isISO4217(),
+        ]),
+      ],
       this.validationResult,
-      asyncMiddleware(this.exchangeRates.bind(this)),
-      this.dynamicListService.handlerErrorsToResponse,
-      this.handleServiceError,
-    );
-    router.post(
-      '/',
-      [...this.exchangeRateDTOSchema],
-      this.validationResult,
-      asyncMiddleware(this.addExchangeRate.bind(this)),
-      this.handleServiceError
-    );
-    router.post(
-      '/:id',
-      [...this.exchangeRateEditDTOSchema, ...this.exchangeRateIdSchema],
-      this.validationResult,
-      asyncMiddleware(this.editExchangeRate.bind(this)),
-      this.handleServiceError
-    );
-    router.delete(
-      '/:id',
-      [...this.exchangeRateIdSchema],
-      this.validationResult,
-      asyncMiddleware(this.deleteExchangeRate.bind(this)),
+      asyncMiddleware(this.latestExchangeRate.bind(this)),
       this.handleServiceError
     );
     return router;
   }
 
-  get exchangeRatesListSchema() {
-    return [
-      query('page').optional().isNumeric().toInt(),
-      query('page_size').optional().isNumeric().toInt(),
-
-      query('column_sort_by').optional(),
-      query('sort_order').optional().isIn(['desc', 'asc']),
-    ];
-  }
-
-  get exchangeRateDTOSchema() {
-    return [
-      check('exchange_rate').exists().isNumeric().toFloat(),
-      check('currency_code').exists().trim().escape(),
-      check('date').exists().isISO8601(),
-    ];
-  }
-
-  get exchangeRateEditDTOSchema() {
-    return [check('exchange_rate').exists().isNumeric().toFloat()];
-  }
-
-  get exchangeRateIdSchema() {
-    return [param('id').isNumeric().toInt()];
-  }
-
-  get exchangeRatesIdsSchema() {
-    return [
-      query('ids').isArray({ min: 2 }),
-      query('ids.*').isNumeric().toInt(),
-    ];
-  }
-
   /**
    * Retrieve exchange rates.
    * @param {Request} req
    * @param {Response} res
    * @param {NextFunction} next
    */
-  async exchangeRates(req: Request, res: Response, next: NextFunction) {
+  private async latestExchangeRate(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
     const { tenantId } = req;
-    const filter = {
-      page: 1,
-      pageSize: 12,
-      filterRoles: [],
-      columnSortBy: 'created_at',
-      sortOrder: 'asc',
-      ...this.matchedQueryData(req),
-    };
-    if (filter.stringifiedFilterRoles) {
-      filter.filterRoles = JSON.parse(filter.stringifiedFilterRoles);
-    }
-    try {
-      const exchangeRates = await this.exchangeRatesService.listExchangeRates(
-        tenantId,
-        filter
-      );
-      return res.status(200).send({ exchange_rates: exchangeRates });
-    } catch (error) {
-      next(error);
-    }
-  }
-
-  /**
-   * Adds a new exchange rate on the given date.
-   * @param {Request} req
-   * @param {Response} res
-   * @param {NextFunction} next
-   */
-  async addExchangeRate(req: Request, res: Response, next: NextFunction) {
-    const { tenantId } = req;
-    const exchangeRateDTO = this.matchedBodyData(req);
+    const exchangeRateQuery = this.matchedQueryData(req);
 
     try {
-      const exchangeRate = await this.exchangeRatesService.newExchangeRate(
+      const exchangeRate = await this.exchangeRatesApp.latest(
         tenantId,
-        exchangeRateDTO
+        exchangeRateQuery
       );
-      return res.status(200).send({ id: exchangeRate.id });
-    } catch (error) {
-      next(error);
-    }
-  }
-
-  /**
-   * Edit the given exchange rate.
-   * @param {Request} req
-   * @param {Response} res
-   * @param {NextFunction} next
-   */
-  async editExchangeRate(req: Request, res: Response, next: NextFunction) {
-    const { tenantId } = req;
-    const { id: exchangeRateId } = req.params;
-    const exchangeRateDTO = this.matchedBodyData(req);
-
-    try {
-      const exchangeRate = await this.exchangeRatesService.editExchangeRate(
-        tenantId,
-        exchangeRateId,
-        exchangeRateDTO
-      );
-
-      return res.status(200).send({
-        id: exchangeRateId,
-        message: 'The exchange rate has been edited successfully.',
-      });
-    } catch (error) {
-      next(error);
-    }
-  }
-
-  /**
-   * Delete the given exchange rate from the storage.
-   * @param {Request} req
-   * @param {Response} res
-   * @param {NextFunction} next
-   */
-  async deleteExchangeRate(req: Request, res: Response, next: NextFunction) {
-    const { tenantId } = req;
-    const { id: exchangeRateId } = req.params;
-
-    try {
-      await this.exchangeRatesService.deleteExchangeRate(
-        tenantId,
-        exchangeRateId
-      );
-      return res.status(200).send({ id: exchangeRateId });
+      return res.status(200).send(exchangeRate);
     } catch (error) {
       next(error);
     }
@@ -192,26 +65,56 @@ export default class ExchangeRatesController extends BaseController {
    * @param {Response} res
    * @param {NextFunction} next
    */
-  handleServiceError(
+  private handleServiceError(
     error: Error,
     req: Request,
     res: Response,
     next: NextFunction
   ) {
     if (error instanceof ServiceError) {
-      if (error.errorType === 'EXCHANGE_RATE_NOT_FOUND') {
-        return res.status(404).send({
-          errors: [{ type: 'EXCHANGE.RATE.NOT.FOUND', code: 200 }],
-        });
-      }
-      if (error.errorType === 'NOT_FOUND_EXCHANGE_RATES') {
+      if (EchangeRateErrors.EX_RATE_INVALID_BASE_CURRENCY === error.errorType) {
         return res.status(400).send({
-          errors: [{ type: 'EXCHANGE.RATES.IS.NOT.FOUND', code: 100 }],
+          errors: [
+            {
+              type: EchangeRateErrors.EX_RATE_INVALID_BASE_CURRENCY,
+              code: 100,
+              message: 'The given base currency is invalid.',
+            },
+          ],
         });
-      }
-      if (error.errorType === 'EXCHANGE_RATE_PERIOD_EXISTS') {
+      } else if (
+        EchangeRateErrors.EX_RATE_SERVICE_NOT_ALLOWED === error.errorType
+      ) {
         return res.status(400).send({
-          errors: [{ type: 'EXCHANGE.RATE.PERIOD.EXISTS', code: 300 }],
+          errors: [
+            {
+              type: EchangeRateErrors.EX_RATE_SERVICE_NOT_ALLOWED,
+              code: 200,
+              message: 'The service is not allowed',
+            },
+          ],
+        });
+      } else if (
+        EchangeRateErrors.EX_RATE_SERVICE_API_KEY_REQUIRED === error.errorType
+      ) {
+        return res.status(400).send({
+          errors: [
+            {
+              type: EchangeRateErrors.EX_RATE_SERVICE_API_KEY_REQUIRED,
+              code: 300,
+              message: 'The API key is required',
+            },
+          ],
+        });
+      } else if (EchangeRateErrors.EX_RATE_LIMIT_EXCEEDED === error.errorType) {
+        return res.status(400).send({
+          errors: [
+            {
+              type: EchangeRateErrors.EX_RATE_LIMIT_EXCEEDED,
+              code: 400,
+              message: 'The API rate limit has been exceeded',
+            },
+          ],
         });
       }
     }

packages/server/src/api/controllers/FinancialStatements/APAgingSummary.ts

@@ -71,6 +71,7 @@ export default class APAgingSummaryReportController extends BaseFinancialReportC
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF
       ]);
       // Retrieves the json table format.
       if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
@@ -98,6 +99,15 @@ export default class APAgingSummaryReportController extends BaseFinancialReportC
           'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
         );
         return res.send(buffer);
+        // Retrieves the pdf format.
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        const pdfContent = await this.APAgingSummaryApp.pdf(tenantId, filter);
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.send(pdfContent);
         // Retrieves the json format.
       } else {
         const sheet = await this.APAgingSummaryApp.sheet(tenantId, filter);

packages/server/src/api/controllers/FinancialStatements/ARAgingSummary.ts

@@ -11,7 +11,7 @@ import { ACCEPT_TYPE } from '@/interfaces/Http';
 @Service()
 export default class ARAgingSummaryReportController extends BaseFinancialReportController {
   @Inject()
-  ARAgingSummaryApp: ARAgingSummaryApplication;
+  private ARAgingSummaryApp: ARAgingSummaryApplication;
 
   /**
    * Router constructor.
@@ -69,6 +69,7 @@ export default class ARAgingSummaryReportController extends BaseFinancialReportC
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF
       ]);
       // Retrieves the xlsx format.
       if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
@@ -96,6 +97,15 @@ export default class ARAgingSummaryReportController extends BaseFinancialReportC
         res.setHeader('Content-Type', 'text/csv');
 
         return res.send(buffer);
+        // Retrieves the pdf format.
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        const pdfContent = await this.ARAgingSummaryApp.pdf(tenantId, filter);
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.send(pdfContent);
         // Retrieves the json format.
       } else {
         const sheet = await this.ARAgingSummaryApp.sheet(tenantId, filter);

packages/server/src/api/controllers/FinancialStatements/BalanceSheet.ts

@@ -101,6 +101,7 @@ export default class BalanceSheetStatementController extends BaseFinancialReport
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_XLSX,
         ACCEPT_TYPE.APPLICATION_CSV,
+        ACCEPT_TYPE.APPLICATION_PDF,
       ]);
       // Retrieves the json table format.
       if (ACCEPT_TYPE.APPLICATION_JSON_TABLE == acceptType) {
@@ -128,6 +129,15 @@ export default class BalanceSheetStatementController extends BaseFinancialReport
           'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
         );
         return res.send(buffer);
+        // Retrieves the pdf format.
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        const pdfContent = await this.balanceSheetApp.pdf(tenantId, filter);
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        res.send(pdfContent);
       } else {
         const sheet = await this.balanceSheetApp.sheet(tenantId, filter);
 

packages/server/src/api/controllers/FinancialStatements/CashFlow/CashFlow.ts

@@ -79,6 +79,7 @@ export default class CashFlowController extends BaseFinancialReportController {
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF
       ]);
       // Retrieves the json table format.
       if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
@@ -106,6 +107,15 @@ export default class CashFlowController extends BaseFinancialReportController {
           'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
         );
         return res.send(buffer);
+        // Retrieves the pdf format.
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        const pdfContent = await this.cashflowSheetApp.pdf(tenantId, filter);
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.send(pdfContent);
         // Retrieves the json format.
       } else {
         const cashflow = await this.cashflowSheetApp.sheet(tenantId, filter);

packages/server/src/api/controllers/FinancialStatements/CustomerBalanceSummary/index.ts

@@ -75,6 +75,7 @@ export default class CustomerBalanceSummaryReportController extends BaseFinancia
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
       ]);
 
       // Retrieves the xlsx format.
@@ -109,6 +110,19 @@ export default class CustomerBalanceSummaryReportController extends BaseFinancia
           filter
         );
         return res.status(200).send(table);
+        // Retrieves the pdf format.
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        const buffer = await this.customerBalanceSummaryApp.pdf(
+          tenantId,
+          filter
+        );
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': buffer.length,
+        });
+        return res.send(buffer);
+        // Retrieves the json format.
       } else {
         const sheet = await this.customerBalanceSummaryApp.sheet(
           tenantId,

packages/server/src/api/controllers/FinancialStatements/GeneralLedger.ts

@@ -2,20 +2,21 @@ import { Router, Request, Response, NextFunction } from 'express';
 import { query, ValidationChain } from 'express-validator';
 import { Inject, Service } from 'typedi';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
-import GeneralLedgerService from '@/services/FinancialStatements/GeneralLedger/GeneralLedgerService';
 import BaseFinancialReportController from './BaseFinancialReportController';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
+import { GeneralLedgerApplication } from '@/services/FinancialStatements/GeneralLedger/GeneralLedgerApplication';
 
 @Service()
 export default class GeneralLedgerReportController extends BaseFinancialReportController {
   @Inject()
-  generalLedgetService: GeneralLedgerService;
+  private generalLedgerApplication: GeneralLedgerApplication;
 
   /**
    * Router constructor.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -31,7 +32,7 @@ export default class GeneralLedgerReportController extends BaseFinancialReportCo
   /**
    * Validation schema.
    */
-  get validationSchema(): ValidationChain[] {
+  private get validationSchema(): ValidationChain[] {
     return [
       query('from_date').optional().isISO8601(),
       query('to_date').optional().isISO8601(),
@@ -60,21 +61,56 @@ export default class GeneralLedgerReportController extends BaseFinancialReportCo
    * @param {Request} req -
    * @param {Response} res -
    */
-  async generalLedger(req: Request, res: Response, next: NextFunction) {
-    const { tenantId, settings } = req;
+  private async generalLedger(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
     const filter = this.matchedQueryData(req);
+    const accept = this.accepts(req);
 
-    try {
-      const { data, query, meta } =
-        await this.generalLedgetService.generalLedger(tenantId, filter);
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+      ACCEPT_TYPE.APPLICATION_XLSX,
+      ACCEPT_TYPE.APPLICATION_CSV,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+    // Retrieves the table format.
+    if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
+      const table = await this.generalLedgerApplication.table(tenantId, filter);
 
-      return res.status(200).send({
-        meta: this.transfromToResponse(meta),
-        data: this.transfromToResponse(data),
-        query: this.transfromToResponse(query),
+      return res.status(200).send(table);
+      // Retrieves the csv format.
+    } else if (ACCEPT_TYPE.APPLICATION_CSV === acceptType) {
+      const buffer = await this.generalLedgerApplication.csv(tenantId, filter);
+
+      res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+      res.setHeader('Content-Type', 'text/csv');
+
+      return res.send(buffer);
+      // Retrieves the xlsx format.
+    } else if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
+      const buffer = await this.generalLedgerApplication.xlsx(tenantId, filter);
+
+      res.setHeader('Content-Disposition', 'attachment; filename=output.xlsx');
+      res.setHeader(
+        'Content-Type',
+        'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+      );
+      return res.send(buffer);
+      // Retrieves the pdf format.
+    } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent = await this.generalLedgerApplication.pdf(
+        tenantId,
+        filter
+      );
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
       });
-    } catch (error) {
-      next(error);
+      return res.send(pdfContent);
+      // Retrieves the json format.
+    } else {
+      const sheet = await this.generalLedgerApplication.sheet(tenantId, filter);
+      return res.status(200).send(sheet);
     }
   }
 }

packages/server/src/api/controllers/FinancialStatements/InventoryDetails/index.ts

@@ -96,6 +96,7 @@ export default class InventoryDetailsController extends BaseController {
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
       ]);
       // Retrieves the csv format.
       if (acceptType === ACCEPT_TYPE.APPLICATION_CSV) {
@@ -127,6 +128,15 @@ export default class InventoryDetailsController extends BaseController {
           filter
         );
         return res.status(200).send(table);
+        // Retrieves the pdf format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_PDF) {
+        const buffer = await this.inventoryItemDetailsApp.pdf(tenantId, filter);
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': buffer.length,
+        });
+        return res.send(buffer);
       } else {
         const sheet = await this.inventoryItemDetailsApp.sheet(
           tenantId,

packages/server/src/api/controllers/FinancialStatements/InventoryValuationSheet.ts

@@ -3,14 +3,15 @@ import { query, ValidationChain } from 'express-validator';
 import { Inject, Service } from 'typedi';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
 import BaseFinancialReportController from './BaseFinancialReportController';
-import InventoryValuationService from '@/services/FinancialStatements/InventoryValuationSheet/InventoryValuationSheetService';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { InventoryValuationSheetApplication } from '@/services/FinancialStatements/InventoryValuationSheet/InventoryValuationSheetApplication';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 
 @Service()
 export default class InventoryValuationReportController extends BaseFinancialReportController {
   @Inject()
-  inventoryValuationService: InventoryValuationService;
+  private inventoryValuationApp: InventoryValuationSheetApplication;
 
   /**
    * Router constructor.
@@ -71,19 +72,55 @@ export default class InventoryValuationReportController extends BaseFinancialRep
     const { tenantId } = req;
     const filter = this.matchedQueryData(req);
 
-    try {
-      const { data, query, meta } =
-        await this.inventoryValuationService.inventoryValuationSheet(
-          tenantId,
-          filter
-        );
-      return res.status(200).send({
-        meta: this.transfromToResponse(meta),
-        data: this.transfromToResponse(data),
-        query: this.transfromToResponse(query),
+    const accept = this.accepts(req);
+
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+      ACCEPT_TYPE.APPLICATION_XLSX,
+      ACCEPT_TYPE.APPLICATION_CSV,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+
+    // Retrieves the json table format.
+    if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
+      const table = await this.inventoryValuationApp.table(tenantId, filter);
+
+      return res.status(200).send(table);
+      // Retrieves the csv format.
+    } else if (ACCEPT_TYPE.APPLICATION_CSV == acceptType) {
+      const buffer = await this.inventoryValuationApp.csv(tenantId, filter);
+
+      res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+      res.setHeader('Content-Type', 'text/csv');
+
+      return res.send(buffer);
+      // Retrieves the xslx buffer format.
+    } else if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
+      const buffer = await this.inventoryValuationApp.xlsx(tenantId, filter);
+
+      res.setHeader('Content-Disposition', 'attachment; filename=output.xlsx');
+      res.setHeader(
+        'Content-Type',
+        'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+      );
+      return res.send(buffer);
+      // Retrieves the pdf format.
+    } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent = await this.inventoryValuationApp.pdf(tenantId, filter);
+
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
       });
-    } catch (error) {
-      next(error);
+      return res.status(200).send(pdfContent);
+      // Retrieves the json format.
+    } else {
+      const { data, query, meta } = await this.inventoryValuationApp.sheet(
+        tenantId,
+        filter
+      );
+      return res.status(200).send({ meta, data, query });
     }
   }
 }

packages/server/src/api/controllers/FinancialStatements/JournalSheet.ts

@@ -3,14 +3,15 @@ import { Request, Response, Router, NextFunction } from 'express';
 import { castArray } from 'lodash';
 import { query, oneOf } from 'express-validator';
 import BaseFinancialReportController from './BaseFinancialReportController';
-import JournalSheetService from '@/services/FinancialStatements/JournalSheet/JournalSheetService';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
+import { JournalSheetApplication } from '@/services/FinancialStatements/JournalSheet/JournalSheetApplication';
 
 @Service()
 export default class JournalSheetController extends BaseFinancialReportController {
   @Inject()
-  journalService: JournalSheetService;
+  private journalSheetApp: JournalSheetApplication;
 
   /**
    * Router constructor.
@@ -57,28 +58,58 @@ export default class JournalSheetController extends BaseFinancialReportControlle
    * @param {Request} req -
    * @param {Response} res -
    */
-  async journal(req: Request, res: Response, next: NextFunction) {
-    const { tenantId, settings } = req;
+  private async journal(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
     let filter = this.matchedQueryData(req);
 
     filter = {
       ...filter,
       accountsIds: castArray(filter.accountsIds),
     };
+    const accept = this.accepts(req);
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+      ACCEPT_TYPE.APPLICATION_XLSX,
+      ACCEPT_TYPE.APPLICATION_CSV,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
 
-    try {
-      const { data, query, meta } = await this.journalService.journalSheet(
-        tenantId,
-        filter
+    // Retrieves the json table format.
+    if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
+      const table = await this.journalSheetApp.table(tenantId, filter);
+      return res.status(200).send(table);
+      // Retrieves the csv format.
+    } else if (ACCEPT_TYPE.APPLICATION_CSV === acceptType) {
+      const buffer = await this.journalSheetApp.csv(tenantId, filter);
+  
+      res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+      res.setHeader('Content-Type', 'text/csv');
+
+      return res.send(buffer);
+      // Retrieves the xlsx format.
+    } else if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
+      const buffer = await this.journalSheetApp.xlsx(tenantId, filter);
+
+      res.setHeader('Content-Disposition', 'attachment; filename=output.xlsx');
+      res.setHeader(
+        'Content-Type',
+        'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
       );
+      return res.send(buffer);
+      // Retrieves the json format.
+    } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent = await this.journalSheetApp.pdf(tenantId, filter);
 
-      return res.status(200).send({
-        data: this.transfromToResponse(data),
-        query: this.transfromToResponse(query),
-        meta: this.transfromToResponse(meta),
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
       });
-    } catch (error) {
-      next(error);
+      res.send(pdfContent);
+    } else {
+      const sheet = await this.journalSheetApp.sheet(tenantId, filter);
+
+      return res.status(200).send(sheet);
     }
   }
 }

packages/server/src/api/controllers/FinancialStatements/ProfitLossSheet.ts

@@ -96,6 +96,7 @@ export default class ProfitLossSheetController extends BaseFinancialReportContro
       ACCEPT_TYPE.APPLICATION_JSON_TABLE,
       ACCEPT_TYPE.APPLICATION_CSV,
       ACCEPT_TYPE.APPLICATION_XLSX,
+      ACCEPT_TYPE.APPLICATION_PDF,
     ]);
     try {
       // Retrieves the csv format.
@@ -125,6 +126,14 @@ export default class ProfitLossSheetController extends BaseFinancialReportContro
         );
         return res.send(sheet);
         // Retrieves the json format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_PDF) {
+        const pdfContent = await this.profitLossSheetApp.pdf(tenantId, filter);
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.send(pdfContent);
       } else {
         const sheet = await this.profitLossSheetApp.sheet(tenantId, filter);
 

packages/server/src/api/controllers/FinancialStatements/PurchasesByItem.ts

@@ -1,17 +1,18 @@
 import { Router, Request, Response, NextFunction } from 'express';
 import { query, ValidationChain } from 'express-validator';
-import moment from 'moment';
 import { Inject, Service } from 'typedi';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
 import BaseFinancialReportController from './BaseFinancialReportController';
-import PurchasesByItemsService from '@/services/FinancialStatements/PurchasesByItems/PurchasesByItemsService';
+import { PurchasesByItemsService } from '@/services/FinancialStatements/PurchasesByItems/PurchasesByItemsService';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
+import { PurcahsesByItemsApplication } from '@/services/FinancialStatements/PurchasesByItems/PurchasesByItemsApplication';
 
 @Service()
 export default class PurchasesByItemReportController extends BaseFinancialReportController {
   @Inject()
-  purchasesByItemsService: PurchasesByItemsService;
+  private purchasesByItemsApp: PurcahsesByItemsApplication;
 
   /**
    * Router constructor.
@@ -63,20 +64,56 @@ export default class PurchasesByItemReportController extends BaseFinancialReport
    * @param {Request} req -
    * @param {Response} res -
    */
-  async purchasesByItems(req: Request, res: Response, next: NextFunction) {
+  public async purchasesByItems(req: Request, res: Response) {
     const { tenantId } = req;
     const filter = this.matchedQueryData(req);
 
-    try {
-      const { data, query, meta } =
-        await this.purchasesByItemsService.purchasesByItems(tenantId, filter);
-      return res.status(200).send({
-        meta: this.transfromToResponse(meta),
-        data: this.transfromToResponse(data),
-        query: this.transfromToResponse(query),
+    const accept = this.accepts(req);
+
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+      ACCEPT_TYPE.APPLICATION_XLSX,
+      ACCEPT_TYPE.APPLICATION_CSV,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+    // JSON table response format.
+    if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
+      const table = await this.purchasesByItemsApp.table(tenantId, filter);
+
+      return res.status(200).send(table);
+      // CSV response format.
+    } else if (ACCEPT_TYPE.APPLICATION_CSV === acceptType) {
+      const buffer = await this.purchasesByItemsApp.csv(tenantId, filter);
+
+      res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+      res.setHeader('Content-Type', 'text/csv');
+
+      return res.send(buffer);
+      // Xlsx response format.
+    } else if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
+      const buffer = await this.purchasesByItemsApp.xlsx(tenantId, filter);
+
+      res.setHeader('Content-Disposition', 'attachment; filename=output.xlsx');
+      res.setHeader(
+        'Content-Type',
+        'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+      );
+      return res.send(buffer);
+      // PDF response format.
+    } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent = await this.purchasesByItemsApp.pdf(tenantId, filter);
+
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
       });
-    } catch (error) {
-      next(error);
+      return res.send(pdfContent);
+      // Json response format.
+    } else {
+      const sheet = await this.purchasesByItemsApp.sheet(tenantId, filter);
+
+      return res.status(200).send(sheet);
     }
   }
 }

packages/server/src/api/controllers/FinancialStatements/SalesByItems.ts

@@ -1,17 +1,17 @@
 import { Router, Request, Response, NextFunction } from 'express';
-import { query, ValidationChain } from 'express-validator';
-import moment from 'moment';
+import { query, ValidationChain, ValidationSchema } from 'express-validator';
 import { Inject, Service } from 'typedi';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
 import BaseFinancialReportController from './BaseFinancialReportController';
-import SalesByItemsReportService from '@/services/FinancialStatements/SalesByItems/SalesByItemsService';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
+import { SalesByItemsApplication } from '@/services/FinancialStatements/SalesByItems/SalesByItemsApplication';
 
 @Service()
 export default class SalesByItemsReportController extends BaseFinancialReportController {
   @Inject()
-  salesByItemsService: SalesByItemsReportService;
+  private salesByItemsApp: SalesByItemsApplication;
 
   /**
    * Router constructor.
@@ -24,13 +24,14 @@ export default class SalesByItemsReportController extends BaseFinancialReportCon
       CheckPolicies(ReportsAction.READ_SALES_BY_ITEMS, AbilitySubject.Report),
       this.validationSchema,
       this.validationResult,
-      asyncMiddleware(this.purchasesByItems.bind(this))
+      asyncMiddleware(this.salesByItems.bind(this))
     );
     return router;
   }
 
   /**
    * Validation schema.
+   * @returns {ValidationChain[]}
    */
   private get validationSchema(): ValidationChain[] {
     return [
@@ -60,26 +61,53 @@ export default class SalesByItemsReportController extends BaseFinancialReportCon
    * @param {Request} req -
    * @param {Response} res -
    */
-  private async purchasesByItems(
-    req: Request,
-    res: Response,
-    next: NextFunction
-  ) {
+  private async salesByItems(req: Request, res: Response, next: NextFunction) {
     const { tenantId } = req;
     const filter = this.matchedQueryData(req);
+    const accept = this.accepts(req);
 
-    try {
-      const { data, query, meta } = await this.salesByItemsService.salesByItems(
-        tenantId,
-        filter
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+      ACCEPT_TYPE.APPLICATION_CSV,
+      ACCEPT_TYPE.APPLICATION_XLSX,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+    // Retrieves the csv format.
+    if (ACCEPT_TYPE.APPLICATION_CSV === acceptType) {
+      const buffer = await this.salesByItemsApp.csv(tenantId, filter);
+
+      res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+      res.setHeader('Content-Type', 'text/csv');
+
+      return res.send(buffer);
+      // Retrieves the json table format.
+    } else if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
+      const table = await this.salesByItemsApp.table(tenantId, filter);
+
+      return res.status(200).send(table);
+      // Retrieves the xlsx format.
+    } else if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
+      const buffer = this.salesByItemsApp.xlsx(tenantId, filter);
+
+      res.setHeader('Content-Disposition', 'attachment; filename=output.xlsx');
+      res.setHeader(
+        'Content-Type',
+        'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
       );
-      return res.status(200).send({
-        meta: this.transfromToResponse(meta),
-        data: this.transfromToResponse(data),
-        query: this.transfromToResponse(query),
+      return res.send(buffer);
+      // Retrieves the json format.
+    } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent = await this.salesByItemsApp.pdf(tenantId, filter);
+
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
       });
-    } catch (error) {
-      next(error);
+      return res.send(pdfContent);
+    } else {
+      const sheet = await this.salesByItemsApp.sheet(tenantId, filter);
+      return res.status(200).send(sheet);
     }
   }
 }

packages/server/src/api/controllers/FinancialStatements/SalesTaxLiabilitySummary/index.ts

@@ -62,6 +62,7 @@ export default class SalesTaxLiabilitySummary extends BaseFinancialReportControl
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
       ]);
 
       // Retrieves the json table format.
@@ -97,6 +98,16 @@ export default class SalesTaxLiabilitySummary extends BaseFinancialReportControl
 
         return res.send(buffer);
         // Retrieves the json format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_PDF) {
+        const pdfContent = await this.salesTaxLiabilitySummaryApp.pdf(
+          tenantId,
+          filter
+        );
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.status(200).send(pdfContent);
       } else {
         const sheet = await this.salesTaxLiabilitySummaryApp.sheet(
           tenantId,

packages/server/src/api/controllers/FinancialStatements/TransactionsByCustomers/index.ts

@@ -70,6 +70,7 @@ export default class TransactionsByCustomersReportController extends BaseFinanci
       ACCEPT_TYPE.APPLICATION_JSON_TABLE,
       ACCEPT_TYPE.APPLICATION_CSV,
       ACCEPT_TYPE.APPLICATION_XLSX,
+      ACCEPT_TYPE.APPLICATION_PDF,
     ]);
     try {
       // Retrieves the json table format.
@@ -103,6 +104,16 @@ export default class TransactionsByCustomersReportController extends BaseFinanci
         );
         return res.send(buffer);
         // Retrieve the json format.
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        const pdfContent = await this.transactionsByCustomersApp.pdf(
+          tenantId,
+          filter
+        );
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.send(pdfContent);
       } else {
         const sheet = await this.transactionsByCustomersApp.sheet(
           tenantId,

packages/server/src/api/controllers/FinancialStatements/TransactionsByVendors/index.ts

@@ -71,6 +71,7 @@ export default class TransactionsByVendorsReportController extends BaseFinancial
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
       ]);
 
       // Retrieves the xlsx format.
@@ -101,6 +102,17 @@ export default class TransactionsByVendorsReportController extends BaseFinancial
           filter
         );
         return res.status(200).send(table);
+        // Retrieves the pdf format.
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        const pdfContent = await this.transactionsByVendorsApp.pdf(
+          tenantId,
+          filter
+        );
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.send(pdfContent);
         // Retrieves the json format.
       } else {
         const sheet = await this.transactionsByVendorsApp.sheet(

packages/server/src/api/controllers/FinancialStatements/TrialBalanceSheet.ts

@@ -3,7 +3,6 @@ import { Request, Response, Router, NextFunction } from 'express';
 import { query, ValidationChain } from 'express-validator';
 import { castArray } from 'lodash';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
-import TrialBalanceSheetService from '@/services/FinancialStatements/TrialBalanceSheet/TrialBalanceSheetInjectable';
 import BaseFinancialReportController from './BaseFinancialReportController';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
@@ -81,6 +80,7 @@ export default class TrialBalanceSheetController extends BaseFinancialReportCont
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
       ]);
       // Retrieves in json table format.
       if (acceptType === ACCEPT_TYPE.APPLICATION_JSON_TABLE) {
@@ -109,6 +109,17 @@ export default class TrialBalanceSheetController extends BaseFinancialReportCont
         res.setHeader('Content-Type', 'text/csv');
 
         return res.send(buffer);
+        // Retrieves in pdf format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_PDF) {
+        const pdfContent = await this.trialBalanceSheetApp.pdf(
+          tenantId,
+          filter
+        );
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        res.send(pdfContent);
         // Retrieves in json format.
       } else {
         const { data, query, meta } = await this.trialBalanceSheetApp.sheet(

packages/server/src/api/controllers/FinancialStatements/VendorBalanceSummary/index.ts

@@ -72,6 +72,7 @@ export default class VendorBalanceSummaryReportController extends BaseFinancialR
         ACCEPT_TYPE.APPLICATION_JSON_TABLE,
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
       ]);
 
       // Retrieves the csv format.
@@ -100,6 +101,17 @@ export default class VendorBalanceSummaryReportController extends BaseFinancialR
           filter
         );
         return res.status(200).send(table);
+        // Retrieves the pdf format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_PDF) {
+        const pdfContent = await this.vendorBalanceSummaryApp.pdf(
+          tenantId,
+          filter
+        );
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.send(pdfContent);
         // Retrieves the json format.
       } else {
         const sheet = await this.vendorBalanceSummaryApp.sheet(

packages/server/src/api/controllers/Purchases/Bills.ts

@@ -303,7 +303,7 @@ export default class BillsController extends BaseController {
     try {
       const bill = await this.billsApplication.getBill(tenantId, billId);
 
-      return res.status(200).send(this.transfromToResponse({ bill }));
+      return res.status(200).send({ bill });
     } catch (error) {
       next(error);
     }
@@ -348,14 +348,11 @@ export default class BillsController extends BaseController {
     };
 
     try {
-      const { bills, pagination, filterMeta } =
-        await this.billsApplication.getBills(tenantId, filter);
-
-      return res.status(200).send({
-        bills: this.transfromToResponse(bills),
-        pagination: this.transfromToResponse(pagination),
-        filter_meta: this.transfromToResponse(filterMeta),
-      });
+      const billsWithPagination = await this.billsApplication.getBills(
+        tenantId,
+        filter
+      );
+      return res.status(200).send(billsWithPagination);
     } catch (error) {
       next(error);
     }
@@ -563,6 +560,16 @@ export default class BillsController extends BaseController {
           errors: [{ type: 'ITEM_ENTRY_TAX_RATE_ID_NOT_FOUND', code: 1900 }],
         });
       }
+      if (error.errorType === 'BILL_AMOUNT_SMALLER_THAN_PAID_AMOUNT') {
+        return res.boom.badRequest(null, {
+          errors: [
+            {
+              type: 'BILL_AMOUNT_SMALLER_THAN_PAID_AMOUNT',
+              code: 2000,
+            },
+          ],
+        });
+      }
     }
     next(error);
   }

packages/server/src/api/controllers/Purchases/BillsPayments.ts

@@ -158,15 +158,11 @@ export default class BillsPayments extends BaseController {
     const { tenantId } = req;
     const { vendorId } = this.matchedQueryData(req);
 
-    try {
-      const entries = await this.billPaymentsPages.getNewPageEntries(
-        tenantId,
-        vendorId
-      );
-      return res.status(200).send({
-        entries: this.transfromToResponse(entries),
-      });
-    } catch (error) {}
+    const entries = await this.billPaymentsPages.getNewPageEntries(
+      tenantId,
+      vendorId
+    );
+    return res.status(200).send({ entries });
   }
 
   /**
@@ -183,16 +179,12 @@ export default class BillsPayments extends BaseController {
     const { id: paymentReceiveId } = req.params;
 
     try {
-      const { billPayment, entries } =
+      const billPaymentsWithEditEntries =
         await this.billPaymentsPages.getBillPaymentEditPage(
           tenantId,
           paymentReceiveId
         );
-
-      return res.status(200).send({
-        bill_payment: this.transfromToResponse(billPayment),
-        entries: this.transfromToResponse(entries),
-      });
+      return res.status(200).send(billPaymentsWithEditEntries);
     } catch (error) {
       next(error);
     }
@@ -304,9 +296,7 @@ export default class BillsPayments extends BaseController {
         tenantId,
         billPaymentId
       );
-      return res.status(200).send({
-        bill_payment: this.transfromToResponse(billPayment),
-      });
+      return res.status(200).send({ billPayment });
     } catch (error) {
       next(error);
     }
@@ -359,17 +349,12 @@ export default class BillsPayments extends BaseController {
     };
 
     try {
-      const { billPayments, pagination, filterMeta } =
+      const billPaymentsWithPagination =
         await this.billPaymentsApplication.getBillPayments(
           tenantId,
           billPaymentsFilter
         );
-
-      return res.status(200).send({
-        bill_payments: this.transfromToResponse(billPayments),
-        pagination: this.transfromToResponse(pagination),
-        filter_meta: this.transfromToResponse(filterMeta),
-      });
+      return res.status(200).send(billPaymentsWithPagination);
     } catch (error) {
       next(error);
     }

packages/server/src/api/controllers/Purchases/VendorCredit.ts

@@ -320,20 +320,19 @@ export default class VendorCreditController extends BaseController {
     res: Response,
     next: NextFunction
   ) => {
-    const { id: billId } = req.params;
+    const { id: vendorCreditId } = req.params;
     const { tenantId, user } = req;
     const vendorCreditEditDTO: IVendorCreditEditDTO = this.matchedBodyData(req);
 
     try {
       await this.editVendorCreditService.editVendorCredit(
         tenantId,
-        billId,
-        vendorCreditEditDTO,
-        user
+        vendorCreditId,
+        vendorCreditEditDTO
       );
 
       return res.status(200).send({
-        id: billId,
+        id: vendorCreditId,
         message: 'The vendor credit has been edited successfully.',
       });
     } catch (error) {

packages/server/src/api/controllers/Sales/CreditNotes.ts

@@ -26,6 +26,7 @@ import GetCreditNoteAssociatedInvoicesToApply from '@/services/CreditNotes/GetCr
 import GetCreditNoteAssociatedAppliedInvoices from '@/services/CreditNotes/GetCreditNoteAssociatedAppliedInvoices';
 import GetRefundCreditTransaction from '@/services/CreditNotes/GetRefundCreditNoteTransaction';
 import GetCreditNotePdf from '../../../services/CreditNotes/GetCreditNotePdf';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 /**
  * Credit notes controller.
  * @service
@@ -293,7 +294,7 @@ export default class PaymentReceivesController extends BaseController {
     return [
       check('from_account_id').exists().isNumeric().toInt(),
       check('description').optional(),
-      
+
       check('amount').exists().isNumeric().toFloat(),
       check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
 
@@ -438,7 +439,7 @@ export default class PaymentReceivesController extends BaseController {
   };
 
   /**
-   * Retrieve the payment receive details.
+   * Retrieve the credit note details.
    * @param {Request} req
    * @param {Response} res
    * @param {NextFunction} next
@@ -451,38 +452,28 @@ export default class PaymentReceivesController extends BaseController {
     const { tenantId } = req;
     const { id: creditNoteId } = req.params;
 
-    try {
+    const accept = this.accepts(req);
+
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+    if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent = await this.creditNotePdf.getCreditNotePdf(
+        tenantId,
+        creditNoteId
+      );
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      res.send(pdfContent);
+    } else {
       const creditNote = await this.getCreditNoteService.getCreditNote(
         tenantId,
         creditNoteId
       );
-      const ACCEPT_TYPE = {
-        APPLICATION_PDF: 'application/pdf',
-        APPLICATION_JSON: 'application/json',
-      };
-      // Response formatter.
-      res.format({
-        // Json content type.
-        [ACCEPT_TYPE.APPLICATION_JSON]: () => {
-          return res
-            .status(200)
-            .send({ credit_note: this.transfromToResponse(creditNote) });
-        },
-        // Pdf content type.
-        [ACCEPT_TYPE.APPLICATION_PDF]: async () => {
-          const pdfContent = await this.creditNotePdf.getCreditNotePdf(
-            tenantId,
-            creditNote
-          );
-          res.set({
-            'Content-Type': 'application/pdf',
-            'Content-Length': pdfContent.length,
-          });
-          res.send(pdfContent);
-        },
-      });
-    } catch (error) {
-      next(error);
+      return res.status(200).send({ creditNote });
     }
   };
 

packages/server/src/api/controllers/Sales/PaymentReceives.ts

@@ -1,10 +1,11 @@
 import { Inject, Service } from 'typedi';
 import { Router, Request, Response, NextFunction } from 'express';
-import { check, param, query, ValidationChain } from 'express-validator';
+import { body, check, param, query, ValidationChain } from 'express-validator';
 import {
   AbilitySubject,
   IPaymentReceiveDTO,
   PaymentReceiveAction,
+  PaymentReceiveMailOptsDTO,
 } from '@/interfaces';
 import BaseController from '@/api/controllers/BaseController';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
@@ -13,6 +14,7 @@ import DynamicListingService from '@/services/DynamicListing/DynamicListService'
 import { PaymentReceivesApplication } from '@/services/Sales/PaymentReceives/PaymentReceivesApplication';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { ServiceError } from '@/exceptions';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 
 @Service()
 export default class PaymentReceivesController extends BaseController {
@@ -117,6 +119,25 @@ export default class PaymentReceivesController extends BaseController {
       asyncMiddleware(this.deletePaymentReceive.bind(this)),
       this.handleServiceErrors
     );
+    router.post(
+      '/:id/mail',
+      [
+        ...this.paymentReceiveValidation,
+        body('subject').isString().optional(),
+        body('from').isString().optional(),
+        body('to').isString().optional(),
+        body('body').isString().optional(),
+        body('attach_invoice').optional().isBoolean().toBoolean(),
+      ],
+      this.sendPaymentReceiveByMail.bind(this),
+      this.handleServiceErrors
+    );
+    router.get(
+      '/:id/mail',
+      [...this.paymentReceiveValidation],
+      asyncMiddleware(this.getPaymentDefaultMail.bind(this)),
+      this.handleServiceErrors
+    );
     return router;
   }
 
@@ -328,17 +349,12 @@ export default class PaymentReceivesController extends BaseController {
     };
 
     try {
-      const { paymentReceives, pagination, filterMeta } =
+      const paymentsReceivedWithPagination =
         await this.paymentReceiveApplication.getPaymentReceives(
           tenantId,
           filter
         );
-
-      return res.status(200).send({
-        payment_receives: this.transfromToResponse(paymentReceives),
-        pagination: this.transfromToResponse(pagination),
-        filter_meta: this.transfromToResponse(filterMeta),
-      });
+      return res.status(200).send(paymentsReceivedWithPagination);
     } catch (error) {
       next(error);
     }
@@ -415,38 +431,34 @@ export default class PaymentReceivesController extends BaseController {
     const { tenantId } = req;
     const { id: paymentReceiveId } = req.params;
 
-    try {
+    const accept = this.accepts(req);
+
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+    // Response in pdf format.
+    if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent =
+        await this.paymentReceiveApplication.getPaymentReceivePdf(
+          tenantId,
+          paymentReceiveId
+        );
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      res.send(pdfContent);
+      // Response in json format.
+    } else {
       const paymentReceive =
         await this.paymentReceiveApplication.getPaymentReceive(
           tenantId,
           paymentReceiveId
         );
-
-      const ACCEPT_TYPE = {
-        APPLICATION_PDF: 'application/pdf',
-        APPLICATION_JSON: 'application/json',
-      };
-      res.format({
-        [ACCEPT_TYPE.APPLICATION_JSON]: () => {
-          return res.status(200).send({
-            payment_receive: this.transfromToResponse(paymentReceive),
-          });
-        },
-        [ACCEPT_TYPE.APPLICATION_PDF]: async () => {
-          const pdfContent =
-            await this.paymentReceiveApplication.getPaymentReceivePdf(
-              tenantId,
-              paymentReceive
-            );
-          res.set({
-            'Content-Type': 'application/pdf',
-            'Content-Length': pdfContent.length,
-          });
-          res.send(pdfContent);
-        },
+      return res.status(200).send({
+        payment_receive: paymentReceive,
       });
-    } catch (error) {
-      next(error);
     }
   }
 
@@ -480,7 +492,7 @@ export default class PaymentReceivesController extends BaseController {
   };
 
   /**
-   *
+   * Retrieves the sms details of the given payment receive.
    * @param {Request} req
    * @param {Response} res
    * @param {NextFunction} next
@@ -508,13 +520,73 @@ export default class PaymentReceivesController extends BaseController {
   };
 
   /**
-   * Handles service errors.
-   * @param error
-   * @param req
-   * @param res
-   * @param next
+   * Sends mail invoice of the given sale invoice.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
    */
-  handleServiceErrors(
+  public sendPaymentReceiveByMail = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: paymentReceiveId } = req.params;
+    const paymentMailDTO: PaymentReceiveMailOptsDTO = this.matchedBodyData(
+      req,
+      {
+        includeOptionals: false,
+      }
+    );
+
+    try {
+      await this.paymentReceiveApplication.notifyPaymentByMail(
+        tenantId,
+        paymentReceiveId,
+        paymentMailDTO
+      );
+      return res.status(200).send({
+        code: 200,
+        message: 'The payment notification has been sent successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Retrieves the default mail options of the given payment transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public getPaymentDefaultMail = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: paymentReceiveId } = req.params;
+
+    try {
+      const data = await this.paymentReceiveApplication.getPaymentMailOptions(
+        tenantId,
+        paymentReceiveId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Handles service errors.
+   * @param {Error} error
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private handleServiceErrors(
     error: Error,
     req: Request,
     res: Response,

packages/server/src/api/controllers/Sales/SalesEstimates.ts

@@ -1,10 +1,11 @@
 import { Router, Request, Response, NextFunction } from 'express';
-import { check, param, query } from 'express-validator';
+import { body, check, param, query } from 'express-validator';
 import { Inject, Service } from 'typedi';
 import {
   AbilitySubject,
   ISaleEstimateDTO,
   SaleEstimateAction,
+  SaleEstimateMailOptionsDTO,
 } from '@/interfaces';
 import BaseController from '@/api/controllers/BaseController';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
@@ -121,6 +122,27 @@ export default class SalesEstimatesController extends BaseController {
       this.handleServiceErrors,
       this.dynamicListService.handlerErrorsToResponse
     );
+    router.post(
+      '/:id/mail',
+      [
+        ...this.validateSpecificEstimateSchema,
+        body('subject').isString().optional(),
+        body('from').isString().optional(),
+        body('to').isString().optional(),
+        body('body').isString().optional(),
+        body('attach_invoice').optional().isBoolean().toBoolean(),
+      ],
+      this.validationResult,
+      asyncMiddleware(this.sendSaleEstimateMail.bind(this)),
+      this.handleServiceErrors
+    );
+    router.get(
+      '/:id/mail',
+      [...this.validateSpecificEstimateSchema],
+      this.validationResult,
+      asyncMiddleware(this.getSaleEstimateMail.bind(this)),
+      this.handleServiceErrors
+    );
     return router;
   }
 
@@ -312,7 +334,6 @@ export default class SalesEstimatesController extends BaseController {
         tenantId,
         estimateId
       );
-
       return res.status(200).send({
         id: estimateId,
         message: 'The sale estimate has been approved successfully.',
@@ -341,7 +362,6 @@ export default class SalesEstimatesController extends BaseController {
         tenantId,
         estimateId
       );
-
       return res.status(200).send({
         id: estimateId,
         message: 'The sale estimate has been rejected successfully.',
@@ -361,33 +381,30 @@ export default class SalesEstimatesController extends BaseController {
     const { id: estimateId } = req.params;
     const { tenantId } = req;
 
-    try {
+    const accept = this.accepts(req);
+
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+    // Retrieves estimate in pdf format.
+    if (ACCEPT_TYPE.APPLICATION_PDF == acceptType) {
+      const pdfContent = await this.saleEstimatesApplication.getSaleEstimatePdf(
+        tenantId,
+        estimateId
+      );
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      res.send(pdfContent);
+      // Retrieves estimates in json format.
+    } else {
       const estimate = await this.saleEstimatesApplication.getSaleEstimate(
         tenantId,
         estimateId
       );
-      // Response formatter.
-      res.format({
-        // JSON content type.
-        [ACCEPT_TYPE.APPLICATION_JSON]: () => {
-          return res.status(200).send(this.transfromToResponse({ estimate }));
-        },
-        // PDF content type.
-        [ACCEPT_TYPE.APPLICATION_PDF]: async () => {
-          const pdfContent =
-            await this.saleEstimatesApplication.getSaleEstimatePdf(
-              tenantId,
-              estimate
-            );
-          res.set({
-            'Content-Type': 'application/pdf',
-            'Content-Length': pdfContent.length,
-          });
-          res.send(pdfContent);
-        },
-      });
-    } catch (error) {
-      next(error);
+      return res.status(200).send({ estimate });
     }
   }
 
@@ -405,22 +422,11 @@ export default class SalesEstimatesController extends BaseController {
       pageSize: 12,
       ...this.matchedQueryData(req),
     };
-
     try {
-      const { salesEstimates, pagination, filterMeta } =
+      const salesEstimatesWithPagination =
         await this.saleEstimatesApplication.getSaleEstimates(tenantId, filter);
 
-      res.format({
-        [ACCEPT_TYPE.APPLICATION_JSON]: () => {
-          return res.status(200).send(
-            this.transfromToResponse({
-              salesEstimates,
-              pagination,
-              filterMeta,
-            })
-          );
-        },
-      });
+      return res.status(200).send(salesEstimatesWithPagination);
     } catch (error) {
       next(error);
     }
@@ -478,6 +484,65 @@ export default class SalesEstimatesController extends BaseController {
     }
   };
 
+  /**
+   * Send the sale estimate mail.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private sendSaleEstimateMail = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: invoiceId } = req.params;
+    const saleEstimateDTO: SaleEstimateMailOptionsDTO = this.matchedBodyData(
+      req,
+      {
+        includeOptionals: false,
+      }
+    );
+    try {
+      await this.saleEstimatesApplication.sendSaleEstimateMail(
+        tenantId,
+        invoiceId,
+        saleEstimateDTO
+      );
+      return res.status(200).send({
+        code: 200,
+        message: 'The sale estimate mail has been sent successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Retrieves the default mail options of the given sale estimate.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private getSaleEstimateMail = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: invoiceId } = req.params;
+
+    try {
+      const data = await this.saleEstimatesApplication.getSaleEstimateMail(
+        tenantId,
+        invoiceId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
   /**
    * Handles service errors.
    * @param {Error} error

packages/server/src/api/controllers/Sales/SalesInvoices.ts

@@ -1,5 +1,5 @@
 import { Router, Request, Response, NextFunction } from 'express';
-import { check, param, query } from 'express-validator';
+import { body, check, param, query } from 'express-validator';
 import { Service, Inject } from 'typedi';
 import BaseController from '../BaseController';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
@@ -10,14 +10,12 @@ import {
   ISaleInvoiceCreateDTO,
   SaleInvoiceAction,
   AbilitySubject,
+  SendInvoiceMailDTO,
 } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { SaleInvoiceApplication } from '@/services/Sales/Invoices/SaleInvoicesApplication';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 
-const ACCEPT_TYPE = {
-  APPLICATION_PDF: 'application/pdf',
-  APPLICATION_JSON: 'application/json',
-};
 @Service()
 export default class SaleInvoicesController extends BaseController {
   @Inject()
@@ -145,6 +143,48 @@ export default class SaleInvoicesController extends BaseController {
       this.handleServiceErrors,
       this.dynamicListService.handlerErrorsToResponse
     );
+    router.get(
+      '/:id/mail-reminder',
+      this.specificSaleInvoiceValidation,
+      this.validationResult,
+      asyncMiddleware(this.getSaleInvoiceMailReminder.bind(this)),
+      this.handleServiceErrors
+    );
+    router.post(
+      '/:id/mail-reminder',
+      [
+        ...this.specificSaleInvoiceValidation,
+        body('subject').isString().optional(),
+        body('from').isString().optional(),
+        body('to').isString().optional(),
+        body('body').isString().optional(),
+        body('attach_invoice').optional().isBoolean().toBoolean(),
+      ],
+      this.validationResult,
+      asyncMiddleware(this.sendSaleInvoiceMailReminder.bind(this)),
+      this.handleServiceErrors
+    );
+    router.post(
+      '/:id/mail',
+      [
+        ...this.specificSaleInvoiceValidation,
+        body('subject').isString().optional(),
+        body('from').isString().optional(),
+        body('to').isString().optional(),
+        body('body').isString().optional(),
+        body('attach_invoice').optional().isBoolean().toBoolean(),
+      ],
+      this.validationResult,
+      asyncMiddleware(this.sendSaleInvoiceMail.bind(this)),
+      this.handleServiceErrors
+    );
+    router.get(
+      '/:id/mail',
+      [...this.specificSaleInvoiceValidation],
+      this.validationResult,
+      asyncMiddleware(this.getSaleInvoiceMail.bind(this)),
+      this.handleServiceErrors
+    );
     return router;
   }
 
@@ -360,7 +400,6 @@ export default class SaleInvoicesController extends BaseController {
         saleInvoiceId,
         user
       );
-
       return res.status(200).send({
         id: saleInvoiceId,
         message: 'The sale invoice has been deleted successfully.',
@@ -375,43 +414,35 @@ export default class SaleInvoicesController extends BaseController {
    * @param {Request} req - Request object.
    * @param {Response} res - Response object.
    */
-  private async getSaleInvoice(
-    req: Request,
-    res: Response,
-    next: NextFunction
-  ) {
+  private async getSaleInvoice(req: Request, res: Response) {
     const { id: saleInvoiceId } = req.params;
     const { tenantId, user } = req;
 
-    try {
+    const accept = this.accepts(req);
+
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+    // Retrieves invoice in pdf format.
+    if (ACCEPT_TYPE.APPLICATION_PDF == acceptType) {
+      const pdfContent = await this.saleInvoiceApplication.saleInvoicePdf(
+        tenantId,
+        saleInvoiceId
+      );
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      res.send(pdfContent);
+      // Retrieves invoice in json format.
+    } else {
       const saleInvoice = await this.saleInvoiceApplication.getSaleInvoice(
         tenantId,
         saleInvoiceId,
         user
       );
-      // Response formatter.
-      res.format({
-        // JSON content type.
-        [ACCEPT_TYPE.APPLICATION_JSON]: () => {
-          return res
-            .status(200)
-            .send(this.transfromToResponse({ saleInvoice }));
-        },
-        // PDF content type.
-        [ACCEPT_TYPE.APPLICATION_PDF]: async () => {
-          const pdfContent = await this.saleInvoiceApplication.saleInvoicePdf(
-            tenantId,
-            saleInvoice
-          );
-          res.set({
-            'Content-Type': 'application/pdf',
-            'Content-Length': pdfContent.length,
-          });
-          res.send(pdfContent);
-        },
-      });
-    } catch (error) {
-      next(error);
+      return res.status(200).send({ saleInvoice });
     }
   }
   /**
@@ -434,14 +465,10 @@ export default class SaleInvoicesController extends BaseController {
       ...this.matchedQueryData(req),
     };
     try {
-      const { salesInvoices, filterMeta, pagination } =
+      const salesInvoicesWithPagination =
         await this.saleInvoiceApplication.getSaleInvoices(tenantId, filter);
 
-      return res.status(200).send({
-        sales_invoices: this.transfromToResponse(salesInvoices),
-        pagination: this.transfromToResponse(pagination),
-        filter_meta: this.transfromToResponse(filterMeta),
-      });
+      return res.status(200).send(salesInvoicesWithPagination);
     } catch (error) {
       next(error);
     }
@@ -468,9 +495,7 @@ export default class SaleInvoicesController extends BaseController {
           tenantId,
           customerId
         );
-      return res.status(200).send({
-        sales_invoices: this.transfromToResponse(salesInvoices),
-      });
+      return res.status(200).send({ salesInvoices });
     } catch (error) {
       next(error);
     }
@@ -498,7 +523,6 @@ export default class SaleInvoicesController extends BaseController {
         invoiceId,
         writeoffDTO
       );
-
       return res.status(200).send({
         id: saleInvoice.id,
         message: 'The given sale invoice has been written-off successfully.',
@@ -630,6 +654,119 @@ export default class SaleInvoicesController extends BaseController {
     }
   };
 
+  /**
+   * Sends mail invoice of the given sale invoice.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public async sendSaleInvoiceMail(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { id: invoiceId } = req.params;
+    const invoiceMailDTO: SendInvoiceMailDTO = this.matchedBodyData(req, {
+      includeOptionals: false,
+    });
+
+    try {
+      await this.saleInvoiceApplication.sendSaleInvoiceMail(
+        tenantId,
+        invoiceId,
+        invoiceMailDTO
+      );
+      return res.status(200).send({
+        code: 200,
+        message: 'The sale invoice mail has been sent successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retreivers the sale invoice reminder options.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public async getSaleInvoiceMailReminder(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { id: invoiceId } = req.params;
+
+    try {
+      const data = await this.saleInvoiceApplication.getSaleInvoiceMailReminder(
+        tenantId,
+        invoiceId
+      );
+      return res.status(200).send(data);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Sends mail invoice of the given sale invoice.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public async sendSaleInvoiceMailReminder(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { id: invoiceId } = req.params;
+    const invoiceMailDTO: SendInvoiceMailDTO = this.matchedBodyData(req, {
+      includeOptionals: false,
+    });
+    try {
+      await this.saleInvoiceApplication.sendSaleInvoiceMailReminder(
+        tenantId,
+        invoiceId,
+        invoiceMailDTO
+      );
+      return res.status(200).send({
+        code: 200,
+        message: 'The sale invoice mail reminder has been sent successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the default mail options of the given sale invoice.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public async getSaleInvoiceMail(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { id: invoiceId } = req.params;
+
+    try {
+      const data = await this.saleInvoiceApplication.getSaleInvoiceMail(
+        tenantId,
+        invoiceId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  }
+
   /**
    * Handles service errors.
    * @param {Error} error

packages/server/src/api/controllers/Sales/SalesReceipts.ts

@@ -1,14 +1,19 @@
 import { Router, Request, Response, NextFunction } from 'express';
-import { check, param, query } from 'express-validator';
+import { body, check, param, query } from 'express-validator';
 import { Inject, Service } from 'typedi';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
 import BaseController from '../BaseController';
-import { ISaleReceiptDTO } from '@/interfaces/SaleReceipt';
+import {
+  ISaleReceiptDTO,
+  SaleReceiptMailOpts,
+  SaleReceiptMailOptsDTO,
+} from '@/interfaces/SaleReceipt';
 import { ServiceError } from '@/exceptions';
 import DynamicListingService from '@/services/DynamicListing/DynamicListService';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { AbilitySubject, SaleReceiptAction } from '@/interfaces';
 import { SaleReceiptApplication } from '@/services/Sales/Receipts/SaleReceiptApplication';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 
 @Service()
 export default class SalesReceiptsController extends BaseController {
@@ -46,6 +51,27 @@ export default class SalesReceiptsController extends BaseController {
       this.saleReceiptSmsDetails,
       this.handleServiceErrors
     );
+    router.post(
+      '/:id/mail',
+      [
+        ...this.specificReceiptValidationSchema,
+        body('subject').isString().optional(),
+        body('from').isString().optional(),
+        body('to').isString().optional(),
+        body('body').isString().optional(),
+        body('attach_receipt').optional().isBoolean().toBoolean(),
+      ],
+      this.validationResult,
+      asyncMiddleware(this.sendSaleReceiptMail.bind(this)),
+      this.handleServiceErrors
+    );
+    router.get(
+      '/:id/mail',
+      [...this.specificReceiptValidationSchema],
+      this.validationResult,
+      asyncMiddleware(this.getSaleReceiptMail.bind(this)),
+      this.handleServiceErrors
+    );
     router.post(
       '/:id',
       CheckPolicies(SaleReceiptAction.Edit, AbilitySubject.SaleReceipt),
@@ -205,7 +231,6 @@ export default class SalesReceiptsController extends BaseController {
         tenantId,
         saleReceiptId
       );
-
       return res.status(200).send({
         id: saleReceiptId,
         message: 'Sale receipt has been deleted successfully.',
@@ -294,15 +319,10 @@ export default class SalesReceiptsController extends BaseController {
       ...this.matchedQueryData(req),
     };
     try {
-      const { data, pagination, filterMeta } =
+      const salesReceiptsWithPagination =
         await this.saleReceiptsApplication.getSaleReceipts(tenantId, filter);
 
-      const response = this.transfromToResponse({
-        data,
-        pagination,
-        filterMeta,
-      });
-      return res.status(200).send(response);
+      return res.status(200).send(salesReceiptsWithPagination);
     } catch (error) {
       next(error);
     }
@@ -314,36 +334,34 @@ export default class SalesReceiptsController extends BaseController {
    * @param {Response} res
    * @param {NextFunction} next
    */
-  async getSaleReceipt(req: Request, res: Response, next: NextFunction) {
+  public async getSaleReceipt(req: Request, res: Response) {
     const { id: saleReceiptId } = req.params;
     const { tenantId } = req;
 
-    try {
+    const accept = this.accepts(req);
+
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+    // Retrieves receipt in pdf format.
+    if (ACCEPT_TYPE.APPLICATION_PDF == acceptType) {
+      const pdfContent = await this.saleReceiptsApplication.getSaleReceiptPdf(
+        tenantId,
+        saleReceiptId
+      );
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      res.send(pdfContent);
+      // Retrieves receipt in json format.
+    } else {
       const saleReceipt = await this.saleReceiptsApplication.getSaleReceipt(
         tenantId,
         saleReceiptId
       );
-      res.format({
-        'application/json': () => {
-          return res
-            .status(200)
-            .send(this.transfromToResponse({ saleReceipt }));
-        },
-        'application/pdf': async () => {
-          const pdfContent =
-            await this.saleReceiptsApplication.getSaleReceiptPdf(
-              tenantId,
-              saleReceipt
-            );
-          res.set({
-            'Content-Type': 'application/pdf',
-            'Content-Length': pdfContent.length,
-          });
-          res.send(pdfContent);
-        },
-      });
-    } catch (error) {
-      next(error);
+      return res.status(200).send({ saleReceipt });
     }
   }
 
@@ -405,6 +423,64 @@ export default class SalesReceiptsController extends BaseController {
     }
   };
 
+  /**
+   * Sends mail notification of the given sale receipt.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public sendSaleReceiptMail = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: receiptId } = req.params;
+    const receiptMailDTO: SaleReceiptMailOptsDTO = this.matchedBodyData(req, {
+      includeOptionals: false,
+    });
+
+    try {
+      await this.saleReceiptsApplication.sendSaleReceiptMail(
+        tenantId,
+        receiptId,
+        receiptMailDTO
+      );
+      return res.status(200).send({
+        code: 200,
+        message:
+          'The sale receipt notification via sms has been sent successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Retrieves the default mail options of the given sale receipt.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public getSaleReceiptMail = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: receiptId } = req.params;
+
+    try {
+      const data = await this.saleReceiptsApplication.getSaleReceiptMail(
+        tenantId,
+        receiptId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
   /**
    * Handles service errors.
    * @param {Error} error

packages/server/src/api/controllers/Webhooks/Webhooks.ts

@@ -0,0 +1,47 @@
+import { Router } from 'express';
+import { PlaidApplication } from '@/services/Banking/Plaid/PlaidApplication';
+import { Request, Response } from 'express';
+import { Inject, Service } from 'typedi';
+import BaseController from '../BaseController';
+import { PlaidWebhookTenantBootMiddleware } from '@/services/Banking/Plaid/PlaidWebhookTenantBootMiddleware';
+
+@Service()
+export class Webhooks extends BaseController {
+  @Inject()
+  private plaidApp: PlaidApplication;
+
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.use(PlaidWebhookTenantBootMiddleware);
+    router.post('/plaid', this.plaidWebhooks.bind(this));
+
+    return router;
+  }
+
+  /**
+   * Listens to Plaid webhooks.
+   * @param {Request} req
+   * @param {Response} res
+   * @returns {Response}
+   */
+  public async plaidWebhooks(req: Request, res: Response) {
+    const { tenantId } = req;
+    const {
+      webhook_type: webhookType,
+      webhook_code: webhookCode,
+      item_id: plaidItemId,
+    } = req.body;
+
+    await this.plaidApp.webhooks(
+      tenantId,
+      plaidItemId,
+      webhookType,
+      webhookCode
+    );
+    return res.status(200).send({ code: 200, message: 'ok' });
+  }
+}

packages/server/src/api/index.ts

@@ -57,6 +57,8 @@ import { ProjectTasksController } from './controllers/Projects/Tasks';
 import { ProjectTimesController } from './controllers/Projects/Times';
 import { TaxRatesController } from './controllers/TaxRates/TaxRates';
 import { ImportController } from './controllers/Import/ImportController';
+import { BankingController } from './controllers/Banking/BankingController';
+import { Webhooks } from './controllers/Webhooks/Webhooks';
 
 export default () => {
   const app = Router();
@@ -72,6 +74,7 @@ export default () => {
   app.use('/ping', Container.get(Ping).router());
   app.use('/jobs', Container.get(Jobs).router());
   app.use('/account', Container.get(Account).router());
+  app.use('/webhooks', Container.get(Webhooks).router());
 
   // - Dashboard routes.
   // ---------------------------
@@ -119,6 +122,7 @@ export default () => {
     Container.get(InventoryItemsCostController).router()
   );
   dashboard.use('/cashflow', Container.get(CashflowController).router());
+  dashboard.use('/banking', Container.get(BankingController).router());
   dashboard.use('/roles', Container.get(RolesController).router());
   dashboard.use(
     '/transactions-locking',

packages/server/src/config/index.ts

@@ -58,6 +58,7 @@ module.exports = {
     secure: !!parseInt(process.env.MAIL_SECURE, 10),
     username: process.env.MAIL_USERNAME,
     password: process.env.MAIL_PASSWORD,
+    from: process.env.MAIL_FROM_ADDRESS,
   },
 
   /**
@@ -168,4 +169,27 @@ module.exports = {
    * to application detarmines to upgrade.
    */
   databaseBatch: 4,
+
+  /**
+   * Exchange rate.
+   */
+  exchangeRate: {
+    service: 'open-exchange-rate',
+    openExchangeRate: {
+      appId: process.env.OPEN_EXCHANGE_RATE_APP_ID,
+    },
+  },
+
+  /**
+   * Plaid.
+   */
+  plaid: {
+    env: process.env.PLAID_ENV || 'sandbox',
+    clientId: process.env.PLAID_CLIENT_ID,
+    secretDevelopment: process.env.PLAID_SECRET_DEVELOPMENT,
+    secretSandbox: process.env.PLAID_SECRET_SANDBOX,
+    redirectSandBox: process.env.PLAID_SANDBOX_REDIRECT_URI,
+    redirectDevelopment: process.env.PLAID_DEVELOPMENT_REDIRECT_URI,
+    linkWebhook: process.env.PLAID_LINK_WEBHOOK
+  },
 };

packages/server/src/data/options.ts

@@ -59,6 +59,12 @@ export default {
     auto_increment: {
       type: 'boolean',
     },
+    customer_notes: {
+      type: 'string',
+    },
+    terms_conditions: {
+      type: 'string',
+    },
   },
   sales_receipts: {
     next_number: {
@@ -73,6 +79,12 @@ export default {
     preferred_deposit_account: {
       type: 'number',
     },
+    receipt_message: {
+      type: 'string',
+    },
+    terms_conditions: {
+      type: 'string',
+    },
   },
   sales_invoices: {
     next_number: {
@@ -84,6 +96,12 @@ export default {
     auto_increment: {
       type: 'boolean',
     },
+    customer_notes: {
+      type: 'string',
+    },
+    terms_conditions: {
+      type: 'string',
+    },
   },
   payment_receives: {
     next_number: {
@@ -118,6 +136,11 @@ export default {
       type: 'number',
     },
   },
+  inventory: {
+    cost_compute_running: {
+      type: 'boolean',
+    },
+  },
   accounts: {
     account_code_required: {
       type: 'boolean',
@@ -147,6 +170,12 @@ export default {
     auto_increment: {
       type: 'boolean',
     },
+    customer_notes: {
+      type: 'string',
+    },
+    terms_conditions: {
+      type: 'string',
+    },
   },
   vendor_credit: {
     next_number: {

packages/server/src/database/migrations/20240201160214_create_plaid_items_Table.js

@@ -0,0 +1,14 @@
+exports.up = function (knex) {
+  return knex.schema.createTable('plaid_items', (table) => {
+    table.increments('id');
+    table.integer('tenant_id').unsigned();
+    table.string('plaid_item_id');
+    table.string('plaid_institution_id');
+    table.string('plaid_access_token');
+    table.string('last_cursor');
+    table.string('status');
+    table.timestamps();
+  });
+};
+
+exports.down = function (knex) {};

packages/server/src/database/migrations/20240201235818_add_plaid_account_id_to_accounts_table.js

@@ -0,0 +1,9 @@
+exports.up = function (knex) {
+  return knex.schema.table('accounts', (table) => {
+    table.string('plaid_account_id');
+    table.string('account_mask').nullable();
+    table.decimal('bank_balance', 15, 5);
+  });
+};
+
+exports.down = function (knex) {};

packages/server/src/database/migrations/20240204180554_add_plaid_transaction_id_to_cashflow_transaction.js

@@ -0,0 +1,7 @@
+exports.up = function (knex) {
+  return knex.schema.table('cashflow_transactions', (table) => {
+    table.string('plaid_transaction_id');
+  });
+};
+
+exports.down = function (knex) {};

packages/server/src/database/migrations/20240228183404_create_uncateogrized_cashflow_transactions_table.js

@@ -0,0 +1,28 @@
+exports.up = function (knex) {
+  return knex.schema.createTable(
+    'uncategorized_cashflow_transactions',
+    (table) => {
+      table.increments('id');
+      table.date('date').index();
+      table.decimal('amount');
+      table.string('currency_code');
+      table.string('reference_no').index();
+      table.string('payee');
+      table
+        .integer('account_id')
+        .unsigned()
+        .references('id')
+        .inTable('accounts');
+      table.string('description');
+      table.string('categorize_ref_type');
+      table.integer('categorize_ref_id').unsigned();
+      table.boolean('categorized').defaultTo(false);
+      table.string('plaid_transaction_id');
+      table.timestamps();
+    }
+  );
+};
+
+exports.down = function (knex) {
+  return knex.schema.dropTableIfExists('uncategorized_cashflow_transactions');
+};

packages/server/src/database/migrations/20240304153926_add_uncategorized_transactions_column_to_accounts_table.js

@@ -0,0 +1,10 @@
+exports.up = function (knex) {
+  return knex.schema.table('accounts', (table) => {
+    table.integer('uncategorized_transactions').defaultTo(0);
+    table.boolean('is_system_account').defaultTo(true);
+    table.boolean('is_feeds_active').defaultTo(false);
+    table.datetime('last_feeds_updated_at').nullable();
+  });
+};
+
+exports.down = function (knex) {};

packages/server/src/database/migrations/20240308122047_add_uncategorized_transaction_id_to_cashflow_transactions.js

@@ -0,0 +1,15 @@
+exports.up = function (knex) {
+  return knex.schema.table('cashflow_transactions', (table) => {
+    table
+      .integer('uncategorized_transaction_id')
+      .unsigned()
+      .references('id')
+      .inTable('uncategorized_cashflow_transactions');
+  });
+};
+
+exports.down = function (knex) {
+  return knex.schema.table('cashflow_transactions', (table) => {
+    table.dropColumn('uncategorized_transaction_id');
+  });
+};

packages/server/src/interfaces/APAgingSummaryReport.ts

@@ -1,13 +1,11 @@
 import {
   IAgingPeriod,
-  IAgingPeriodTotal,
-  IAgingAmount,
   IAgingSummaryQuery,
   IAgingSummaryTotal,
   IAgingSummaryContact,
   IAgingSummaryData,
 } from './AgingReport';
-import { INumberFormatQuery } from './FinancialStatements';
+import { IFinancialSheetCommonMeta } from './FinancialStatements';
 import { IFinancialTable } from './Table';
 
 export interface IAPAgingSummaryQuery extends IAgingSummaryQuery {
@@ -26,17 +24,22 @@ export interface IAPAgingSummaryData extends IAgingSummaryData {
 
 export type IAPAgingSummaryColumns = IAgingPeriod[];
 
-export interface IARAgingSummaryMeta {
-  baseCurrency: string;
-  organizationName: string;
+export interface IARAgingSummaryMeta extends IFinancialSheetCommonMeta {
+  formattedAsDate: string;
 }
 
-export interface IAPAgingSummaryMeta {
-  baseCurrency: string;
-  organizationName: string;
+export interface IAPAgingSummaryMeta extends IFinancialSheetCommonMeta {
+  formattedAsDate: string;
 }
 
 export interface IAPAgingSummaryTable extends IFinancialTable {
   query: IAPAgingSummaryQuery;
   meta: IAPAgingSummaryMeta;
 }
+
+export interface IAPAgingSummarySheet {
+  data: IAPAgingSummaryData;
+  meta: IAPAgingSummaryMeta;
+  query: IAPAgingSummaryQuery;
+  columns: any;
+}

packages/server/src/interfaces/ARAgingSummaryReport.ts

@@ -32,3 +32,11 @@ export interface IARAgingSummaryTable extends IFinancialTable {
   meta: IARAgingSummaryMeta;
   query: IARAgingSummaryQuery;
 }
+
+export interface IARAgingSummarySheet {
+  data: IARAgingSummaryData;
+  meta: IARAgingSummaryMeta;
+  query: IARAgingSummaryQuery;
+  columns: IARAgingSummaryColumns;
+}
+

packages/server/src/interfaces/Account.ts

@@ -6,12 +6,15 @@ export interface IAccountDTO {
   code: string;
   description: string;
   accountType: string;
-  parentAccountId: number;
+  parentAccountId?: number;
   active: boolean;
+  bankBalance?: number;
+  accountMask?: string;
 }
 
 export interface IAccountCreateDTO extends IAccountDTO {
   currencyCode?: string;
+  plaidAccountId?: string;
 }
 
 export interface IAccountEditDTO extends IAccountDTO {}
@@ -33,6 +36,7 @@ export interface IAccount {
   type?: any[];
   accountNormal: string;
   accountParentType: string;
+  bankBalance: string;
 }
 
 export enum AccountNormal {
@@ -154,10 +158,9 @@ export enum AccountAction {
   TransactionsLocking = 'TransactionsLocking',
 }
 
-
 export enum TaxRateAction {
   CREATE = 'Create',
   EDIT = 'Edit',
   DELETE = 'Delete',
   VIEW = 'View',
-}
+}

packages/server/src/interfaces/AgingReport.ts

@@ -1,5 +1,7 @@
-
-import { INumberFormatQuery } from './FinancialStatements';
+import {
+  IFinancialSheetCommonMeta,
+  INumberFormatQuery,
+} from './FinancialStatements';
 
 export interface IAgingPeriodTotal extends IAgingPeriod {
   total: IAgingAmount;
@@ -42,3 +44,8 @@ export interface IAgingSummaryTotal {
 export interface IAgingSummaryData {
   total: IAgingSummaryTotal;
 }
+
+export interface IAgingSummaryMeta extends IFinancialSheetCommonMeta {
+  formattedAsDate: string;
+  formattedDateRange: string;
+}

packages/server/src/interfaces/BalanceSheet.ts

@@ -2,6 +2,7 @@ import {
   INumberFormatQuery,
   IFormatNumberSettings,
   IFinancialSheetBranchesQuery,
+  IFinancialSheetCommonMeta,
 } from './FinancialStatements';
 import { IFinancialTable } from './Table';
 
@@ -63,10 +64,9 @@ export interface IBalanceSheetQuery extends IFinancialSheetBranchesQuery {
 }
 
 // Balance sheet meta.
-export interface IBalanceSheetMeta {
-  isCostComputeRunning: boolean;
-  organizationName: string;
-  baseCurrency: string;
+export interface IBalanceSheetMeta extends IFinancialSheetCommonMeta {
+  formattedAsDate: string;
+  formattedDateRange: string;
 }
 
 export interface IBalanceSheetFormatNumberSettings

packages/server/src/interfaces/CashFlow.ts

@@ -1,4 +1,7 @@
-import { INumberFormatQuery } from './FinancialStatements';
+import {
+  IFinancialSheetCommonMeta,
+  INumberFormatQuery,
+} from './FinancialStatements';
 import { IAccount } from './Account';
 import { ILedger } from './Ledger';
 import { IFinancialTable, ITableRow } from './Table';
@@ -79,8 +82,8 @@ export interface ICashFlowStatementAggregateSection
 
 export interface ICashFlowCashBeginningNode
   extends ICashFlowStatementCommonSection {
-    sectionType: ICashFlowStatementSectionType.CASH_AT_BEGINNING;
-  }
+  sectionType: ICashFlowStatementSectionType.CASH_AT_BEGINNING;
+}
 
 export type ICashFlowStatementSection =
   | ICashFlowStatementAccountSection
@@ -89,10 +92,10 @@ export type ICashFlowStatementSection =
   | ICashFlowStatementCommonSection;
 
 export interface ICashFlowStatementColumn {}
-export interface ICashFlowStatementMeta {
-  isCostComputeRunning: boolean;
-  organizationName: string;
-  baseCurrency: string;
+export interface ICashFlowStatementMeta extends IFinancialSheetCommonMeta {
+  formattedToDate: string;
+  formattedFromDate: string;
+  formattedDateRange: string;
 }
 
 export interface ICashFlowStatementDOO {
@@ -230,3 +233,38 @@ export interface ICashflowTransactionSchema {
 }
 
 export interface ICashflowTransactionInput extends ICashflowTransactionSchema {}
+
+export interface ICategorizeCashflowTransactioDTO {
+  creditAccountId: number;
+  referenceNo: string;
+  transactionNumber: string;
+  transactionType: string;
+  exchangeRate: number;
+  description: string;
+  branchId: number;
+}
+
+export interface IUncategorizedCashflowTransaction {
+  id?: number;
+  amount: number;
+  date: Date;
+  currencyCode: string;
+  accountId: number;
+  description: string;
+  referenceNo: string;
+  categorizeRefType: string;
+  categorizeRefId: number;
+  categorized: boolean;
+}
+
+
+export interface CreateUncategorizedTransactionDTO {
+  date: Date | string;
+  accountId: number;
+  amount: number;
+  currencyCode: string;
+  payee?: string;
+  description?: string;
+  referenceNo?: string | null;
+  plaidTransactionId?: string | null;
+}

packages/server/src/interfaces/CashflowService.ts

@@ -1,5 +1,6 @@
 import { Knex } from 'knex';
 import { IAccount } from './Account';
+import { IUncategorizedCashflowTransaction } from './CashFlow';
 
 export interface ICashflowAccountTransactionsFilter {
   page: number;
@@ -45,9 +46,13 @@ export interface ICashflowCommandDTO {
 
   publish: boolean;
   branchId?: number;
+  plaidTransactionId?: string;
 }
 
-export interface ICashflowNewCommandDTO extends ICashflowCommandDTO {}
+export interface ICashflowNewCommandDTO extends ICashflowCommandDTO {
+  plaidAccountId?: string;
+  uncategorizedTransactionId?: number;
+}
 
 export interface ICashflowTransaction {
   id?: number;
@@ -79,6 +84,8 @@ export interface ICashflowTransaction {
 
   isCashDebit?: boolean;
   isCashCredit?: boolean;
+
+  uncategorizedTransactionId?: number;
 }
 
 export interface ICashflowTransactionLine {
@@ -121,8 +128,39 @@ export interface ICommandCashflowDeletedPayload {
   trx: Knex.Transaction;
 }
 
+export interface ICashflowTransactionCategorizedPayload {
+  tenantId: number;
+  cashflowTransactionId: number;
+  cashflowTransaction: ICashflowTransaction;
+  trx: Knex.Transaction;
+}
+export interface ICashflowTransactionUncategorizingPayload {
+  tenantId: number;
+  uncategorizedTransaction: IUncategorizedCashflowTransaction;
+  trx: Knex.Transaction;
+}
+export interface ICashflowTransactionUncategorizedPayload {
+  tenantId: number;
+  uncategorizedTransaction: IUncategorizedCashflowTransaction;
+  oldUncategorizedTransaction: IUncategorizedCashflowTransaction;
+  trx: Knex.Transaction;
+}
+
 export enum CashflowAction {
   Create = 'Create',
   Delete = 'Delete',
   View = 'View',
 }
+
+export interface CategorizeTransactionAsExpenseDTO {
+  expenseAccountId: number;
+  exchangeRate: number;
+  referenceNo: string;
+  description: string;
+  branchId?: number;
+}
+
+export interface IGetUncategorizedTransactionsQuery {
+  page?: number;
+  pageSize?: number;
+}

packages/server/src/interfaces/CustomerBalanceSummary.ts

@@ -4,6 +4,7 @@ import {
   IContactBalanceSummaryPercentage,
   IContactBalanceSummaryTotal,
 } from './ContactBalanceSummary';
+import { IFinancialSheetCommonMeta } from './FinancialStatements';
 import { IFinancialTable } from './Table';
 
 export interface ICustomerBalanceSummaryQuery
@@ -35,9 +36,15 @@ export interface ICustomerBalanceSummaryData {
   total: ICustomerBalanceSummaryTotal;
 }
 
+export interface ICustomerBalanceSummaryMeta extends IFinancialSheetCommonMeta {
+  formattedAsDate: string;
+  formattedDateRange: string;
+}
+
 export interface ICustomerBalanceSummaryStatement {
   data: ICustomerBalanceSummaryData;
   query: ICustomerBalanceSummaryQuery;
+  meta: ICustomerBalanceSummaryMeta;
 }
 
 export interface ICustomerBalanceSummaryService {
@@ -49,4 +56,5 @@ export interface ICustomerBalanceSummaryService {
 
 export interface ICustomerBalanceSummaryTable extends IFinancialTable {
   query: ICustomerBalanceSummaryQuery;
+  meta: ICustomerBalanceSummaryMeta;
 }

packages/server/src/interfaces/ExchangeRate.ts

@@ -1,36 +1,10 @@
-import { IFilterRole } from './DynamicFilter';
+export interface ExchangeRateLatestDTO {
+  toCurrency: string;
+  fromCurrency: string;
+}
 
-export interface IExchangeRate {
-  id: number,
-  currencyCode: string,
-  exchangeRate: number,
-  date: Date,
-  createdAt: Date,
-  updatedAt: Date,
-};
-
-export interface IExchangeRateDTO {
-  currencyCode: string,
-  exchangeRate: number,
-  date: Date,
-};
-
-export interface IExchangeRateEditDTO {
-  exchangeRate: number,
-};
-
-export interface IExchangeRateFilter {
-  page: number,
-  pageSize: number,
-  filterRoles?: IFilterRole[];
-  columnSortBy: string;
-  sortOrder: string;
-};
-
-export interface IExchangeRatesService {
-  newExchangeRate(tenantId: number, exchangeRateDTO: IExchangeRateDTO): Promise<IExchangeRate>;
-  editExchangeRate(tenantId: number, exchangeRateId: number, editExRateDTO: IExchangeRateEditDTO): Promise<void>;
-
-  deleteExchangeRate(tenantId: number, exchangeRateId: number): Promise<void>;
-  listExchangeRates(tenantId: number, exchangeRateFilter: IExchangeRateFilter): Promise<void>;
-};
+export interface EchangeRateLatestPOJO {
+  baseCurrency: string;
+  toCurrency: string;
+  exchangeRate: number;
+}

packages/server/src/interfaces/FinancialStatements.ts

@@ -42,4 +42,13 @@ export enum ReportsAction {
 
 export interface IFinancialSheetBranchesQuery {
   branchesIds?: number[];
-}
+}
+
+export interface IFinancialSheetCommonMeta {
+  organizationName: string;
+  baseCurrency: string;
+  dateFormat: string;
+  isCostComputeRunning: boolean;
+  sheetName: string;
+  
+}

packages/server/src/interfaces/GeneralLedgerSheet.ts

@@ -1,81 +1,90 @@
-
+import { IFinancialSheetCommonMeta } from './FinancialStatements';
+import { IFinancialTable } from './Table';
 
 export interface IGeneralLedgerSheetQuery {
-  fromDate: Date | string,
-  toDate: Date | string,
-  basis: string,
+  fromDate: Date | string;
+  toDate: Date | string;
+  basis: string;
   numberFormat: {
-    noCents: boolean,
-    divideOn1000: boolean,
-  },
-  noneTransactions: boolean,
-  accountsIds: number[],
+    noCents: boolean;
+    divideOn1000: boolean;
+  };
+  noneTransactions: boolean;
+  accountsIds: number[];
   branchesIds?: number[];
-};
+}
 
 export interface IGeneralLedgerSheetAccountTransaction {
-  id: number,
+  id: number;
 
-  amount: number,
-  runningBalance: number,
-  credit: number,
-  debit: number,
+  amount: number;
+  runningBalance: number;
+  credit: number;
+  debit: number;
 
-  formattedAmount: string,
-  formattedCredit: string,
-  formattedDebit: string,
-  formattedRunningBalance: string,
+  formattedAmount: string;
+  formattedCredit: string;
+  formattedDebit: string;
+  formattedRunningBalance: string;
 
-  currencyCode: string,
-  note?: string,
+  currencyCode: string;
+  note?: string;
 
-  transactionType?: string,
-  transactionNumber: string,
+  transactionType?: string;
+  transactionNumber: string;
 
-  referenceId?: number,
-  referenceType?: string,
+  referenceId?: number;
+  referenceType?: string;
 
-  date: Date|string,
-};
+  date: Date | string;
+  dateFormatted: string;
+}
 
 export interface IGeneralLedgerSheetAccountBalance {
-  date: Date|string,
-  amount: number,
-  formattedAmount: string,
-  currencyCode: string,
+  date: Date | string;
+  amount: number;
+  formattedAmount: string;
+  currencyCode: string;
 }
 
 export interface IGeneralLedgerSheetAccount {
-  id: number,
-  name: string,
-  code: string,
-  index: number,
-  parentAccountId: number,
-  transactions: IGeneralLedgerSheetAccountTransaction[],
-  openingBalance: IGeneralLedgerSheetAccountBalance,
-  closingBalance: IGeneralLedgerSheetAccountBalance,
+  id: number;
+  name: string;
+  code: string;
+  index: number;
+  parentAccountId: number;
+  transactions: IGeneralLedgerSheetAccountTransaction[];
+  openingBalance: IGeneralLedgerSheetAccountBalance;
+  closingBalance: IGeneralLedgerSheetAccountBalance;
 }
 
+export type IGeneralLedgerSheetData = IGeneralLedgerSheetAccount[];
+
 export interface IAccountTransaction {
-  id: number,
-  index: number,
-  draft: boolean,
-  note: string,
-  accountId: number,
-  transactionType: string,
-  referenceType: string,
-  referenceId: number,
-  contactId: number,
-  contactType: string,
-  credit: number,
-  debit: number,
-  date: string|Date,
-  createdAt: string|Date,
-  updatedAt: string|Date,
+  id: number;
+  index: number;
+  draft: boolean;
+  note: string;
+  accountId: number;
+  transactionType: string;
+  referenceType: string;
+  referenceId: number;
+  contactId: number;
+  contactType: string;
+  credit: number;
+  debit: number;
+  date: string | Date;
+  createdAt: string | Date;
+  updatedAt: string | Date;
 }
 
-export interface IGeneralLedgerMeta {
-  isCostComputeRunning: boolean,
-  organizationName: string,
-  baseCurrency: string,
-};
+export interface IGeneralLedgerMeta extends IFinancialSheetCommonMeta {
+  formattedFromDate: string;
+  formattedToDate: string;
+  formattedDateRange: string;
+}
+
+export interface IGeneralLedgerTableData extends IFinancialTable {
+  meta: IGeneralLedgerMeta;
+  query: IGeneralLedgerSheetQuery;
+}

packages/server/src/interfaces/IInventoryValuationSheet.ts

@@ -1,4 +1,8 @@
-import { INumberFormatQuery } from './FinancialStatements';
+import {
+  IFinancialSheetCommonMeta,
+  INumberFormatQuery,
+} from './FinancialStatements';
+import { IFinancialTable } from './Table';
 
 export interface IInventoryValuationReportQuery {
   asDate: Date | string;
@@ -12,10 +16,10 @@ export interface IInventoryValuationReportQuery {
   branchesIds?: number[];
 }
 
-export interface IInventoryValuationSheetMeta {
-  organizationName: string;
-  baseCurrency: string;
-  isCostComputeRunning: boolean;
+export interface IInventoryValuationSheetMeta
+  extends IFinancialSheetCommonMeta {
+  formattedAsDate: string;
+  formattedDateRange: string;
 }
 
 export interface IInventoryValuationItem {
@@ -39,9 +43,19 @@ export interface IInventoryValuationTotal {
   quantityFormatted: string;
 }
 
-export type IInventoryValuationStatement =
-  | {
-      items: IInventoryValuationItem[];
-      total: IInventoryValuationTotal;
-    }
-  | {};
+export type IInventoryValuationStatement = {
+  items: IInventoryValuationItem[];
+  total: IInventoryValuationTotal;
+};
+export type IInventoryValuationSheetData = IInventoryValuationStatement;
+
+export interface IInventoryValuationSheet {
+  data: IInventoryValuationStatement;
+  meta: IInventoryValuationSheetMeta;
+  query: IInventoryValuationReportQuery;
+}
+
+export interface IInventoryValuationTable extends IFinancialTable {
+  meta: IInventoryValuationSheetMeta;
+  query: IInventoryValuationReportQuery;
+}

packages/server/src/interfaces/InventoryDetails.ts

@@ -1,4 +1,7 @@
-import { INumberFormatQuery } from './FinancialStatements';
+import {
+  IFinancialSheetCommonMeta,
+  INumberFormatQuery,
+} from './FinancialStatements';
 import { IFinancialTable } from './Table';
 
 export interface IInventoryDetailsQuery {
@@ -79,10 +82,10 @@ export type IInventoryDetailsNode =
   | IInventoryDetailsItemTransaction;
 export type IInventoryDetailsData = IInventoryDetailsItem[];
 
-export interface IInventoryItemDetailMeta {
-  isCostComputeRunning: boolean;
-  organizationName: string;
-  baseCurrency: string;
+export interface IInventoryItemDetailMeta extends IFinancialSheetCommonMeta {
+  formattedFromDate: string;
+  formattedToDay: string;
+  formattedDateRange: string;
 }
 
 export interface IInvetoryItemDetailDOO {

packages/server/src/interfaces/JournalReport.ts

@@ -1,36 +1,53 @@
+import { IFinancialSheetCommonMeta } from './FinancialStatements';
 import { IJournalEntry } from './Journal';
+import { IFinancialTable } from './Table';
 
 export interface IJournalReportQuery {
-  fromDate: Date | string,
-  toDate: Date | string,
+  fromDate: Date | string;
+  toDate: Date | string;
   numberFormat: {
-    noCents: boolean,
-    divideOn1000: boolean,
-  },
-  transactionType: string,
-  transactionId: string,
+    noCents: boolean;
+    divideOn1000: boolean;
+  };
+  transactionType: string;
+  transactionId: string;
 
-  accountsIds: number | number[],
-  fromRange: number,
-  toRange: number,
+  accountsIds: number | number[];
+  fromRange: number;
+  toRange: number;
 }
 
 export interface IJournalReportEntriesGroup {
-  id: string,
-  entries: IJournalEntry[],
-  currencyCode: string,
-  credit: number,
-  debit: number,
-  formattedCredit: string,
-  formattedDebit: string,
+  id: string;
+  date: Date;
+  dateFormatted: string;
+  entries: IJournalEntry[];
+  currencyCode: string;
+  credit: number;
+  debit: number;
+  formattedCredit: string;
+  formattedDebit: string;
 }
 
 export interface IJournalReport {
-  entries: IJournalReportEntriesGroup[],
+  entries: IJournalReportEntriesGroup[];
 }
 
-export interface IJournalSheetMeta {
-  isCostComputeRunning: boolean,
-  organizationName: string,
-  baseCurrency: string,
-}
+export interface IJournalSheetMeta extends IFinancialSheetCommonMeta {
+  formattedDateRange: string;
+  formattedFromDate: string;
+  formattedToDate: string;
+}
+
+export interface IJournalTable extends IFinancialTable {
+  query: IJournalReportQuery;
+  meta: IJournalSheetMeta;
+}
+
+export type IJournalTableData = IJournalReportEntriesGroup[];
+
+export interface IJournalSheet {
+  data: IJournalTableData;
+  query: IJournalReportQuery;
+  meta: IJournalSheetMeta;
+}

packages/server/src/interfaces/Mailable.ts

@@ -1,9 +1,17 @@
+export type IMailAttachment = MailAttachmentPath | MailAttachmentContent;
+
+export interface MailAttachmentPath {
+  filename: string;
+  path: string;
+  cid: string;
+}
+export interface MailAttachmentContent {
+  filename: string;
+  content: Buffer;
+}
 
 export interface IMailable {
-  constructor(
-    view: string,
-    data?: { [key: string]: string | number },
-  );
+  constructor(view: string, data?: { [key: string]: string | number });
   send(): Promise<any>;
   build(): void;
   setData(data: { [key: string]: string | number }): IMailable;
@@ -13,4 +21,27 @@ export interface IMailable {
   setView(view: string): IMailable;
   render(data?: { [key: string]: string | number }): string;
   getViewContent(): string;
-}
+}
+
+export interface AddressItem {
+  label: string;
+  mail: string;
+  primary?: boolean;
+}
+
+export interface CommonMailOptions {
+  toAddresses: AddressItem[];
+  fromAddresses: AddressItem[];
+  from: string;
+  to: string | string[];
+  subject: string;
+  body: string;
+  data?: Record<string, any>;
+}
+
+export interface CommonMailOptionsDTO {
+  to?: string | string[];
+  from?: string;
+  subject?: string;
+  body?: string;
+}

packages/server/src/interfaces/PaymentReceive.ts

@@ -1,5 +1,9 @@
 import { Knex } from 'knex';
-import { ISystemUser } from '@/interfaces';
+import {
+  CommonMailOptions,
+  CommonMailOptionsDTO,
+  ISystemUser,
+} from '@/interfaces';
 import { ILedgerEntry } from './Ledger';
 import { ISaleInvoice } from './SaleInvoice';
 
@@ -19,7 +23,7 @@ export interface IPaymentReceive {
   createdAt: Date;
   updatedAt: Date;
   localAmount?: number;
-  branchId?: number
+  branchId?: number;
 }
 export interface IPaymentReceiveCreateDTO {
   customerId: number;
@@ -165,3 +169,13 @@ export type IPaymentReceiveGLCommonEntry = Pick<
   | 'createdAt'
   | 'branchId'
 >;
+
+export interface PaymentReceiveMailOpts extends CommonMailOptions {}
+
+export interface PaymentReceiveMailOptsDTO extends CommonMailOptionsDTO {}
+
+export interface PaymentReceiveMailPresendEvent {
+  tenantId: number;
+  paymentReceiveId: number;
+  messageOptions: PaymentReceiveMailOptsDTO;
+}

packages/server/src/interfaces/Plaid.ts

@@ -0,0 +1,56 @@
+export interface IPlaidItemCreatedEventPayload {
+  tenantId: number;
+  plaidAccessToken: string;
+  plaidItemId: string;
+  plaidInstitutionId: string;
+}
+
+export interface PlaidItemDTO {
+  publicToken: string;
+  institutionId: string;
+}
+
+export interface PlaidAccount {
+  account_id: string;
+  balances: {
+    available: number;
+    current: number;
+    iso_currency_code: string;
+    limit: null;
+    unofficial_currency_code: null;
+  };
+  mask: string;
+  name: string;
+  official_name: string;
+  persistent_account_id: string;
+  subtype: string;
+  type: string;
+}
+
+export interface PlaidTransaction {
+  date: string;
+  account_id: string;
+  amount: number;
+  authorized_date: string;
+  name: string;
+  category: string[];
+  check_number: number | null;
+  iso_currency_code: string;
+  transaction_id: string;
+  transaction_type: string;
+  payment_meta: { reference_number: string | null; payee: string | null };
+}
+
+export interface PlaidFetchedTransactionsUpdates {
+  added: any[];
+  modified: any[];
+  removed: any[];
+  accessToken: string;
+  cursor: string;
+}
+
+export interface SyncAccountsTransactionsTask {
+  tenantId: number;
+  plaidAccountId: number;
+  plaidTransactions: PlaidTransaction[];
+}

packages/server/src/interfaces/ProfitLossSheet.ts

@@ -1,5 +1,6 @@
 import {
   IFinancialSheetBranchesQuery,
+  IFinancialSheetCommonMeta,
   INumberFormatQuery,
 } from './FinancialStatements';
 import { IFinancialTable } from './Table';
@@ -134,10 +135,10 @@ export type IProfitLossSheetNode =
   | IProfitLossSheetEquationNode
   | IProfitLossSheetAccountNode;
 
-export interface IProfitLossSheetMeta {
-  isCostComputeRunning: boolean;
-  organizationName: string;
-  baseCurrency: string;
+export interface IProfitLossSheetMeta extends IFinancialSheetCommonMeta{
+  formattedDateRange: string;
+  formattedFromDate: string;
+  formattedToDate: string;
 }
 
 // ------------------------------------------------

packages/server/src/interfaces/PurchasesByItemsSheet.ts

@@ -0,0 +1,58 @@
+import {
+  IFinancialSheetCommonMeta,
+  INumberFormatQuery,
+} from './FinancialStatements';
+import { IFinancialTable } from './Table';
+
+export interface IPurchasesByItemsReportQuery {
+  fromDate: Date | string;
+  toDate: Date | string;
+  itemsIds: number[];
+  numberFormat: INumberFormatQuery;
+  noneTransactions: boolean;
+  onlyActive: boolean;
+}
+
+export interface IPurchasesByItemsSheetMeta extends IFinancialSheetCommonMeta {
+  formattedFromDate: string;
+  formattedToDate: string;
+  formattedDateRange: string;
+}
+
+export interface IPurchasesByItemsItem {
+  id: number;
+  name: string;
+  code: string;
+  quantitySold: number;
+  soldCost: number;
+  averageSellPrice: number;
+
+  quantitySoldFormatted: string;
+  soldCostFormatted: string;
+  averageSellPriceFormatted: string;
+  currencyCode: string;
+}
+
+export interface IPurchasesByItemsTotal {
+  quantitySold: number;
+  soldCost: number;
+  quantitySoldFormatted: string;
+  soldCostFormatted: string;
+  currencyCode: string;
+}
+
+export type IPurchasesByItemsSheetData = {
+  items: IPurchasesByItemsItem[];
+  total: IPurchasesByItemsTotal;
+};
+
+export interface IPurchasesByItemsSheet {
+  data: IPurchasesByItemsSheetData;
+  query: IPurchasesByItemsReportQuery;
+  meta: IPurchasesByItemsSheetMeta;
+}
+
+export interface IPurchasesByItemsTable extends IFinancialTable {
+  query: IPurchasesByItemsReportQuery;
+  meta: IPurchasesByItemsSheetMeta;
+}

packages/server/src/interfaces/SaleEstimate.ts

@@ -1,6 +1,7 @@
 import { Knex } from 'knex';
 import { IItemEntry, IItemEntryDTO } from './ItemEntry';
 import { IDynamicListFilterDTO } from '@/interfaces/DynamicFilter';
+import { CommonMailOptions, CommonMailOptionsDTO } from './Mailable';
 
 export interface ISaleEstimate {
   id?: number;
@@ -124,3 +125,17 @@ export interface ISaleEstimateApprovedEvent {
   saleEstimate: ISaleEstimate;
   trx: Knex.Transaction;
 }
+
+export interface SaleEstimateMailOptions extends CommonMailOptions {
+  attachEstimate?: boolean;
+}
+
+export interface SaleEstimateMailOptionsDTO extends CommonMailOptionsDTO {
+  attachEstimate?: boolean;
+}
+
+export interface ISaleEstimateMailPresendEvent {
+  tenantId: number;
+  saleEstimateId: number;
+  messageOptions: SaleEstimateMailOptionsDTO;
+}

packages/server/src/interfaces/SaleInvoice.ts

@@ -1,5 +1,6 @@
 import { Knex } from 'knex';
 import { ISystemUser, IAccount, ITaxTransaction } from '@/interfaces';
+import { CommonMailOptions, CommonMailOptionsDTO } from './Mailable';
 import { IDynamicListFilter } from '@/interfaces/DynamicFilter';
 import { IItemEntry, IItemEntryDTO } from './ItemEntry';
 
@@ -186,3 +187,29 @@ export enum SaleInvoiceAction {
   Writeoff = 'Writeoff',
   NotifyBySms = 'NotifyBySms',
 }
+
+export interface SaleInvoiceMailOptions extends CommonMailOptions {
+  attachInvoice: boolean;
+}
+
+export interface SendInvoiceMailDTO extends CommonMailOptionsDTO {
+  attachInvoice?: boolean;
+}
+
+export interface ISaleInvoiceNotifyPayload {
+  tenantId: number;
+  saleInvoiceId: number;
+  messageDTO: SendInvoiceMailDTO;
+}
+
+export interface ISaleInvoiceMailSend {
+  tenantId: number;
+  saleInvoiceId: number;
+  messageOptions: SendInvoiceMailDTO;
+}
+
+export interface ISaleInvoiceMailSent {
+  tenantId: number;
+  saleInvoiceId: number;
+  messageOptions: SendInvoiceMailDTO;
+}

packages/server/src/interfaces/SaleReceipt.ts

@@ -1,5 +1,6 @@
 import { Knex } from 'knex';
 import { IItemEntry } from './ItemEntry';
+import { CommonMailOptions, CommonMailOptionsDTO } from './Mailable';
 
 export interface ISaleReceipt {
   id?: number;
@@ -134,3 +135,17 @@ export interface ISaleReceiptDeletingPayload {
   oldSaleReceipt: ISaleReceipt;
   trx: Knex.Transaction;
 }
+
+export interface SaleReceiptMailOpts extends CommonMailOptions {
+  attachReceipt: boolean;
+}
+
+export interface SaleReceiptMailOptsDTO extends CommonMailOptionsDTO {
+  attachReceipt?: boolean;
+}
+
+export interface ISaleReceiptMailPresend {
+  tenantId: number;
+  saleReceiptId: number;
+  messageOptions: SaleReceiptMailOptsDTO;
+}

packages/server/src/interfaces/SalesByItemsSheet.ts

@@ -1,45 +1,58 @@
 import {
+  IFinancialSheetCommonMeta,
   INumberFormatQuery,
 } from './FinancialStatements';
+import { IFinancialTable } from './Table';
 
 export interface ISalesByItemsReportQuery {
   fromDate: Date | string;
   toDate: Date | string;
-  itemsIds: number[],
+  itemsIds: number[];
   numberFormat: INumberFormatQuery;
   noneTransactions: boolean;
-  onlyActive: boolean; 
-};
+  onlyActive: boolean;
+}
 
-export interface ISalesByItemsSheetMeta {
-  organizationName: string,
-  baseCurrency: string,
-};
+export interface ISalesByItemsSheetMeta extends IFinancialSheetCommonMeta {
+  formattedFromDate: string;
+  formattedToDate: string;
+  formattedDateRange: string;
+}
 
 export interface ISalesByItemsItem {
-  id: number,
-  name: string,
-  code: string,
-  quantitySold: number,
-  soldCost: number,
-  averageSellPrice: number,
+  id: number;
+  name: string;
+  code: string;
+  quantitySold: number;
+  soldCost: number;
+  averageSellPrice: number;
 
-  quantitySoldFormatted: string,
-  soldCostFormatted: string,
-  averageSellPriceFormatted: string,
-  currencyCode: string,
-};
+  quantitySoldFormatted: string;
+  soldCostFormatted: string;
+  averageSellPriceFormatted: string;
+  currencyCode: string;
+}
 
 export interface ISalesByItemsTotal {
-  quantitySold: number,
-  soldCost: number,
-  quantitySoldFormatted: string,
-  soldCostFormatted: string,
-  currencyCode: string,
+  quantitySold: number;
+  soldCost: number;
+  quantitySoldFormatted: string;
+  soldCostFormatted: string;
+  currencyCode: string;
+}
+
+export type ISalesByItemsSheetData = {
+  items: ISalesByItemsItem[];
+  total: ISalesByItemsTotal;
 };
 
-export type ISalesByItemsSheetStatement = {
-  items: ISalesByItemsItem[],
-  total: ISalesByItemsTotal
-} | {};
+export interface ISalesByItemsSheet {
+  data: ISalesByItemsSheetData;
+  query: ISalesByItemsReportQuery;
+  meta: ISalesByItemsSheetMeta;
+}
 
+export interface ISalesByItemsTable extends IFinancialTable {
+  query: ISalesByItemsReportQuery;
+  meta: ISalesByItemsSheetMeta;
+}

packages/server/src/interfaces/SalesTaxLiabilitySummary.ts

@@ -1,3 +1,4 @@
+import { IFinancialSheetCommonMeta } from "./FinancialStatements";
 import { IFinancialTable } from "./Table";
 
 export interface SalesTaxLiabilitySummaryQuery {
@@ -47,9 +48,10 @@ export type SalesTaxLiabilitySummarySalesById = Record<
   { taxRateId: number; credit: number; debit: number }
 >;
 
-export interface SalesTaxLiabilitySummaryMeta  {
-  organizationName: string;
-  baseCurrency: string;
+export interface SalesTaxLiabilitySummaryMeta extends IFinancialSheetCommonMeta  {
+  formattedFromDate: string;
+  formattedToDate: string;
+  formattedDateRange: string;
 }
 
 export interface ISalesTaxLiabilitySummaryTable extends IFinancialTable {

packages/server/src/interfaces/TransactionsByCustomers.ts

@@ -1,3 +1,4 @@
+import { IFinancialSheetCommonMeta } from './FinancialStatements';
 import { IFinancialTable, ITableData } from './Table';
 import {
   ITransactionsByContactsAmount,
@@ -28,10 +29,12 @@ export type ITransactionsByCustomersData = ITransactionsByCustomersCustomer[];
 export interface ITransactionsByCustomersStatement {
   data: ITransactionsByCustomersData;
   query: ITransactionsByCustomersFilter;
+  meta: ITransactionsByCustomersMeta;
 }
 
 export interface ITransactionsByCustomersTable extends IFinancialTable {
   query: ITransactionsByCustomersFilter;
+  meta: ITransactionsByCustomersMeta;
 }
 
 export interface ITransactionsByCustomersService {
@@ -40,3 +43,9 @@ export interface ITransactionsByCustomersService {
     filter: ITransactionsByCustomersFilter
   ): Promise<ITransactionsByCustomersStatement>;
 }
+export interface ITransactionsByCustomersMeta
+  extends IFinancialSheetCommonMeta {
+  formattedFromDate: string;
+  formattedToDate: string;
+  formattedDateRange: string;
+}

packages/server/src/interfaces/TransactionsByVendors.ts

@@ -1,3 +1,4 @@
+import { IFinancialSheetCommonMeta } from './FinancialStatements';
 import { IFinancialTable } from './Table';
 import {
   ITransactionsByContactsAmount,
@@ -27,6 +28,8 @@ export type ITransactionsByVendorsData = ITransactionsByVendorsVendor[];
 
 export interface ITransactionsByVendorsStatement {
   data: ITransactionsByVendorsData;
+  query: ITransactionsByVendorsFilter;
+  meta: ITransactionsByVendorMeta;
 }
 
 export interface ITransactionsByVendorsService {
@@ -38,4 +41,10 @@ export interface ITransactionsByVendorsService {
 
 export interface ITransactionsByVendorTable extends IFinancialTable {
   query: ITransactionsByVendorsFilter;
-}
+  meta: ITransactionsByVendorMeta;
+}
+export interface ITransactionsByVendorMeta extends IFinancialSheetCommonMeta {
+  formattedFromDate: string;
+  formattedToDate: string;
+  formattedDateRange: string;
+}

packages/server/src/interfaces/TrialBalanceSheet.ts

@@ -1,4 +1,7 @@
-import { INumberFormatQuery } from './FinancialStatements';
+import {
+  IFinancialSheetCommonMeta,
+  INumberFormatQuery,
+} from './FinancialStatements';
 import { IFinancialTable } from './Table';
 
 export interface ITrialBalanceSheetQuery {
@@ -24,10 +27,10 @@ export interface ITrialBalanceTotal {
   formattedBalance: string;
 }
 
-export interface ITrialBalanceSheetMeta {
-  isCostComputeRunning: boolean;
-  organizationName: string;
-  baseCurrency: string;
+export interface ITrialBalanceSheetMeta extends IFinancialSheetCommonMeta {
+  formattedFromDate: string;
+  formattedToDate: string;
+  formattedDateRange: string;
 }
 
 export interface ITrialBalanceAccount extends ITrialBalanceTotal {

packages/server/src/interfaces/VendorBalanceSummary.ts

@@ -1,4 +1,7 @@
-import { INumberFormatQuery } from './FinancialStatements';
+import {
+  IFinancialSheetCommonMeta,
+  INumberFormatQuery,
+} from './FinancialStatements';
 import { IFinancialTable } from './Table';
 
 export interface IVendorBalanceSummaryQuery {
@@ -39,8 +42,9 @@ export interface IVendorBalanceSummaryData {
 
 export interface IVendorBalanceSummaryStatement {
   data: IVendorBalanceSummaryData;
-  columns: {};
   query: IVendorBalanceSummaryQuery;
+  meta: IVendorBalanceSummaryMeta;
+  
 }
 
 export interface IVendorBalanceSummaryService {
@@ -52,4 +56,9 @@ export interface IVendorBalanceSummaryService {
 
 export interface IVendorBalanceSummaryTable extends IFinancialTable {
   query: IVendorBalanceSummaryQuery;
+  meta: IVendorBalanceSummaryMeta;
+}
+
+export interface IVendorBalanceSummaryMeta extends IFinancialSheetCommonMeta {
+  formattedAsDate: string;
 }

packages/server/src/interfaces/index.ts

@@ -74,6 +74,7 @@ export * from './Tasks';
 export * from './Times';
 export * from './ProjectProfitabilitySummary';
 export * from './TaxRate';
+export * from './Plaid';
 
 export interface I18nService {
   __: (input: string) => string;

packages/server/src/lib/ExchangeRate/ExchangeRate.ts

@@ -0,0 +1,45 @@
+import { OpenExchangeRate } from './OpenExchangeRate';
+import { ExchangeRateServiceType, IExchangeRateService } from './types';
+
+export class ExchangeRate {
+  private exchangeRateService: IExchangeRateService;
+  private exchangeRateServiceType: ExchangeRateServiceType;
+
+  /**
+   * Constructor method.
+   * @param {ExchangeRateServiceType} service
+   */
+  constructor(service: ExchangeRateServiceType) {
+    this.exchangeRateServiceType = service;
+    this.initService();
+  }
+
+  /**
+   * Initialize the exchange rate service based on the service type.
+   */
+  private initService() {
+    if (
+      this.exchangeRateServiceType === ExchangeRateServiceType.OpenExchangeRate
+    ) {
+      this.setExchangeRateService(new OpenExchangeRate());
+    }
+  }
+
+  /**
+   * Sets the exchange rate service.
+   * @param {IExchangeRateService} service
+   */
+  private setExchangeRateService(service: IExchangeRateService) {
+    this.exchangeRateService = service;
+  }
+
+  /**
+   * Gets the latest exchange rate.
+   * @param {string} baseCurrency
+   * @param {string} toCurrency
+   * @returns {number}
+   */
+  public latest(baseCurrency: string, toCurrency: string): Promise<number> {
+    return this.exchangeRateService.latest(baseCurrency, toCurrency);
+  }
+}

packages/server/src/lib/ExchangeRate/OpenExchangeRate.ts

@@ -0,0 +1,81 @@
+import Axios, { AxiosError } from 'axios';
+import {
+  EchangeRateErrors,
+  IExchangeRateService,
+  OPEN_EXCHANGE_RATE_LATEST_URL,
+} from './types';
+import config from '@/config';
+import { ServiceError } from '@/exceptions';
+
+export class OpenExchangeRate implements IExchangeRateService {
+  /**
+   * Gets the latest exchange rate.
+   * @param {string} baseCurrency
+   * @param {string} toCurrency
+   * @returns {Promise<number}
+   */
+  public async latest(
+    baseCurrency: string,
+    toCurrency: string
+  ): Promise<number> {
+    // Vaclidates the Open Exchange Rate api id early.
+    this.validateApiIdExistance();
+
+    try {
+      const result = await Axios.get(OPEN_EXCHANGE_RATE_LATEST_URL, {
+        params: {
+          app_id: config.exchangeRate.openExchangeRate.appId,
+          base: baseCurrency,
+          symbols: toCurrency,
+        },
+      });
+      return result.data.rates[toCurrency] || (1 as number);
+    } catch (error) {
+      this.handleLatestErrors(error);
+    }
+  }
+
+  /**
+   * Validates the Open Exchange Rate api id.
+   * @throws {ServiceError}
+   */
+  private validateApiIdExistance() {
+    const apiId = config.exchangeRate.openExchangeRate.appId;
+
+    if (!apiId) {
+      throw new ServiceError(
+        EchangeRateErrors.EX_RATE_SERVICE_API_KEY_REQUIRED,
+        'Invalid App ID provided. Please sign up at https://openexchangerates.org/signup, or contact support@openexchangerates.org.'
+      );
+    }
+  }
+
+  /**
+   * Handles the latest errors.
+   * @param {any} error
+   * @throws {ServiceError}
+   */
+  private handleLatestErrors(error: any) {
+    if (error.response.data?.message === 'missing_app_id') {
+      throw new ServiceError(
+        EchangeRateErrors.EX_RATE_SERVICE_API_KEY_REQUIRED,
+        'Invalid App ID provided. Please sign up at https://openexchangerates.org/signup, or contact support@openexchangerates.org.'
+      );
+    } else if (error.response.data?.message === 'invalid_app_id') {
+      throw new ServiceError(
+        EchangeRateErrors.EX_RATE_SERVICE_API_KEY_REQUIRED,
+        'Invalid App ID provided. Please sign up at https://openexchangerates.org/signup, or contact support@openexchangerates.org.'
+      );
+    } else if (error.response.data?.message === 'not_allowed') {
+      throw new ServiceError(
+        EchangeRateErrors.EX_RATE_SERVICE_NOT_ALLOWED,
+        'Getting the exchange rate from the given base currency to the given currency is not allowed.'
+      );
+    } else if (error.response.data?.message === 'invalid_base') {
+      throw new ServiceError(
+        EchangeRateErrors.EX_RATE_INVALID_BASE_CURRENCY,
+        'The given base currency is invalid.'
+      );
+    }
+  }
+}

packages/server/src/lib/ExchangeRate/types.ts

@@ -0,0 +1,17 @@
+export interface IExchangeRateService {
+  latest(baseCurrency: string, toCurrency: string): Promise<number>;
+}
+
+export enum ExchangeRateServiceType {
+  OpenExchangeRate = 'OpenExchangeRate',
+}
+
+export enum EchangeRateErrors {
+  EX_RATE_SERVICE_NOT_ALLOWED = 'EX_RATE_SERVICE_NOT_ALLOWED',
+  EX_RATE_LIMIT_EXCEEDED = 'EX_RATE_LIMIT_EXCEEDED',
+  EX_RATE_SERVICE_API_KEY_REQUIRED = 'EX_RATE_SERVICE_API_KEY_REQUIRED',
+  EX_RATE_INVALID_BASE_CURRENCY = 'EX_RATE_INVALID_BASE_CURRENCY',
+}
+
+export const OPEN_EXCHANGE_RATE_LATEST_URL =
+  'https://openexchangerates.org/api/latest.json';

packages/server/src/lib/Mail/index.ts

@@ -2,18 +2,13 @@ import fs from 'fs';
 import Mustache from 'mustache';
 import { Container } from 'typedi';
 import path from 'path';
-import { IMailable } from '@/interfaces';
-
-interface IMailAttachment {
-  filename: string;
-  path: string;
-  cid: string;
-}
+import { IMailAttachment } from '@/interfaces';
 
 export default class Mail {
   view: string;
-  subject: string;
-  to: string;
+  subject: string = '';
+  content: string = '';
+  to: string | string[];
   from: string = `${process.env.MAIL_FROM_NAME} ${process.env.MAIL_FROM_ADDRESS}`;
   data: { [key: string]: string | number };
   attachments: IMailAttachment[];
@@ -21,16 +16,24 @@ export default class Mail {
   /**
    * Mail options.
    */
-  private get mailOptions() {
+  public get mailOptions() {
     return {
       to: this.to,
       from: this.from,
       subject: this.subject,
-      html: this.render(this.data),
+      html: this.html,
       attachments: this.attachments,
     };
   }
 
+  /**
+   * Retrieves the html content of the mail.
+   * @returns {string}
+   */
+  public get html() {
+    return this.view ? Mail.render(this.view, this.data) : this.content;
+  }
+
   /**
    * Sends the given mail to the target address.
    */
@@ -52,7 +55,7 @@ export default class Mail {
    * Set send mail to address.
    * @param {string} to -
    */
-  setTo(to: string) {
+  setTo(to: string | string[]) {
     this.to = to;
     return this;
   }
@@ -62,11 +65,16 @@ export default class Mail {
    * @param {string} from
    * @return {}
    */
-  private setFrom(from: string) {
+  setFrom(from: string) {
     this.from = from;
     return this;
   }
 
+  /**
+   * Set attachments to the mail.
+   * @param {IMailAttachment[]} attachments 
+   * @returns {Mail}
+   */
   setAttachments(attachments: IMailAttachment[]) {
     this.attachments = attachments;
     return this;
@@ -95,21 +103,26 @@ export default class Mail {
     return this;
   }
 
+  setContent(content: string) {
+    this.content = content;
+    return this;
+  }
+
   /**
    * Renders the view template with the given data.
    * @param  {object} data
    * @return {string}
    */
-  render(data): string {
-    const viewContent = this.getViewContent();
+  static render(view: string, data: Record<string, any>): string {
+    const viewContent = Mail.getViewContent(view);
     return Mustache.render(viewContent, data);
   }
 
   /**
    * Retrieve view content from the view directory.
    */
-  private getViewContent(): string {
-    const filePath = path.join(global.__views_dir, `/${this.view}`);
+  static getViewContent(view: string): string {
+    const filePath = path.join(global.__views_dir, `/${view}`);
     return fs.readFileSync(filePath, 'utf8');
   }
 }

packages/server/src/lib/Plaid/Plaid.ts

@@ -0,0 +1,103 @@
+import { forEach } from 'lodash';
+import { Configuration, PlaidApi, PlaidEnvironments } from 'plaid';
+import { createPlaidApiEvent } from './PlaidApiEventsDBSync';
+import config from '@/config';
+
+const OPTIONS = { clientApp: 'Plaid-Pattern' };
+
+// We want to log requests to / responses from the Plaid API (via the Plaid client), as this data
+// can be useful for troubleshooting.
+
+/**
+ * Logging function for Plaid client methods that use an access_token as an argument. Associates
+ * the Plaid API event log entry with the item and user the request is for.
+ *
+ * @param {string} clientMethod the name of the Plaid client method called.
+ * @param {Array} clientMethodArgs the arguments passed to the Plaid client method.
+ * @param {Object} response the response from the Plaid client.
+ */
+const defaultLogger = async (clientMethod, clientMethodArgs, response) => {
+  const accessToken = clientMethodArgs[0].access_token;
+  // const { id: itemId, user_id: userId } = await retrieveItemByPlaidAccessToken(
+  //   accessToken
+  // );
+  // await createPlaidApiEvent(1, 1, clientMethod, clientMethodArgs, response);
+
+  // console.log(response);
+};
+
+/**
+ * Logging function for Plaid client methods that do not use access_token as an argument. These
+ * Plaid API event log entries will not be associated with an item or user.
+ *
+ * @param {string} clientMethod the name of the Plaid client method called.
+ * @param {Array} clientMethodArgs the arguments passed to the Plaid client method.
+ * @param {Object} response the response from the Plaid client.
+ */
+const noAccessTokenLogger = async (
+  clientMethod,
+  clientMethodArgs,
+  response
+) => {
+  // console.log(response);
+
+  // await createPlaidApiEvent(
+  //   undefined,
+  //   undefined,
+  //   clientMethod,
+  //   clientMethodArgs,
+  //   response
+  // );
+};
+
+// Plaid client methods used in this app, mapped to their appropriate logging functions.
+const clientMethodLoggingFns = {
+  accountsGet: defaultLogger,
+  institutionsGet: noAccessTokenLogger,
+  institutionsGetById: noAccessTokenLogger,
+  itemPublicTokenExchange: noAccessTokenLogger,
+  itemRemove: defaultLogger,
+  linkTokenCreate: noAccessTokenLogger,
+  transactionsSync: defaultLogger,
+  sandboxItemResetLogin: defaultLogger,
+};
+// Wrapper for the Plaid client. This allows us to easily log data for all Plaid client requests.
+export class PlaidClientWrapper {
+  constructor() {
+    // Initialize the Plaid client.
+    const configuration = new Configuration({
+      basePath: PlaidEnvironments[config.plaid.env],
+      baseOptions: {
+        headers: {
+          'PLAID-CLIENT-ID': config.plaid.clientId,
+          'PLAID-SECRET':
+            config.plaid.env === 'development'
+              ? config.plaid.secretDevelopment
+              : config.plaid.secretSandbox,
+          'Plaid-Version': '2020-09-14',
+        },
+      },
+    });
+
+    this.client = new PlaidApi(configuration);
+
+    // Wrap the Plaid client methods to add a logging function.
+    forEach(clientMethodLoggingFns, (logFn, method) => {
+      this[method] = this.createWrappedClientMethod(method, logFn);
+    });
+  }
+
+  // Allows us to log API request data for troubleshooting purposes.
+  createWrappedClientMethod(clientMethod, log) {
+    return async (...args) => {
+      try {
+        const res = await this.client[clientMethod](...args);
+        await log(clientMethod, args, res);
+        return res;
+      } catch (err) {
+        await log(clientMethod, args, err?.response?.data);
+        throw err;
+      }
+    };
+  }
+}

packages/server/src/lib/Plaid/PlaidApiEventsDBSync.ts

@@ -0,0 +1,48 @@
+/**
+ * Creates a single Plaid api event log entry.
+ *
+ * @param {string} itemId the item id in the request.
+ * @param {string} userId the user id in the request.
+ * @param {string} plaidMethod the Plaid client method called.
+ * @param {Array} clientMethodArgs the arguments passed to the Plaid client method.
+ * @param {Object} response the Plaid api response object.
+ */
+export const createPlaidApiEvent = async (
+  itemId,
+  userId,
+  plaidMethod,
+  clientMethodArgs,
+  response
+) => {
+  const {
+    error_code: errorCode,
+    error_type: errorType,
+    request_id: requestId,
+  } = response;
+  const query = {
+    text: `
+      INSERT INTO plaid_api_events_table
+        (
+          item_id,
+          user_id,
+          plaid_method,
+          arguments,
+          request_id,
+          error_type,
+          error_code
+        )
+      VALUES
+        ($1, $2, $3, $4, $5, $6, $7);
+    `,
+    values: [
+      itemId,
+      userId,
+      plaidMethod,
+      JSON.stringify(clientMethodArgs),
+      requestId,
+      errorType,
+      errorCode,
+    ],
+  };
+  // await db.query(query);
+};

packages/server/src/lib/Plaid/index.ts

@@ -0,0 +1 @@
+export * from './Plaid';

packages/server/src/loaders/eventEmitter.ts

@@ -84,6 +84,12 @@ import { WriteInvoiceTaxTransactionsSubscriber } from '@/services/TaxRates/subsc
 import { BillTaxRateValidateSubscriber } from '@/services/TaxRates/subscribers/BillTaxRateValidateSubscriber';
 import { WriteBillTaxTransactionsSubscriber } from '@/services/TaxRates/subscribers/WriteBillTaxTransactionsSubscriber';
 import { SyncItemTaxRateOnEditTaxSubscriber } from '@/services/TaxRates/SyncItemTaxRateOnEditTaxSubscriber';
+import { PlaidUpdateTransactionsOnItemCreatedSubscriber } from '@/services/Banking/Plaid/subscribers/PlaidUpdateTransactionsOnItemCreatedSubscriber';
+import { InvoiceChangeStatusOnMailSentSubscriber } from '@/services/Sales/Invoices/subscribers/InvoiceChangeStatusOnMailSentSubscriber';
+import { SaleReceiptMarkClosedOnMailSentSubcriber } from '@/services/Sales/Receipts/subscribers/SaleReceiptMarkClosedOnMailSentSubcriber';
+import { SaleEstimateMarkApprovedOnMailSent } from '@/services/Sales/Estimates/subscribers/SaleEstimateMarkApprovedOnMailSent';
+import { DeleteCashflowTransactionOnUncategorize } from '@/services/Cashflow/subscribers/DeleteCashflowTransactionOnUncategorize';
+import { PreventDeleteTransactionOnDelete } from '@/services/Cashflow/subscribers/PreventDeleteTransactionsOnDelete'; }
 
 export default () => {
   return new EventPublisher();
@@ -104,8 +110,12 @@ export const susbcribers = () => {
     InventorySubscriber,
     CustomerWriteGLOpeningBalanceSubscriber,
     VendorsWriteGLOpeningSubscriber,
+
+    // # Estimate
     SaleEstimateAutoSerialSubscriber,
     SaleEstimateSmsNotificationSubscriber,
+    SaleEstimateMarkApprovedOnMailSent,
+
     ExpensesWriteGLSubscriber,
     SaleReceiptAutoSerialSubscriber,
     SaleInvoiceAutoIncrementSubscriber,
@@ -152,11 +162,13 @@ export const susbcribers = () => {
     // #Invoices
     InvoicePaymentGLRewriteSubscriber,
     InvoiceCostGLEntriesSubscriber,
+    InvoiceChangeStatusOnMailSentSubscriber,
 
     BillPaymentsGLEntriesRewriteSubscriber,
 
     // # Receipts
     SaleReceiptCostGLEntriesSubscriber,
+    SaleReceiptMarkClosedOnMailSentSubcriber,
 
     // Transaction locking.
     SalesTransactionLockingGuardSubscriber,
@@ -199,6 +211,13 @@ export const susbcribers = () => {
     BillTaxRateValidateSubscriber,
     WriteBillTaxTransactionsSubscriber,
 
-    SyncItemTaxRateOnEditTaxSubscriber
+    SyncItemTaxRateOnEditTaxSubscriber,
+
+    // Plaid
+    PlaidUpdateTransactionsOnItemCreatedSubscriber,
+
+    // Cashflow
+    DeleteCashflowTransactionOnUncategorize,
+    PreventDeleteTransactionOnDelete
   ];
 };

packages/server/src/loaders/express.ts

@@ -5,6 +5,8 @@ import boom from 'express-boom';
 import errorHandler from 'errorhandler';
 import bodyParser from 'body-parser';
 import fileUpload from 'express-fileupload';
+import { Server } from 'socket.io';
+import Container from 'typedi';
 import routes from 'api';
 import LoggerMiddleware from '@/api/middleware/LoggerMiddleware';
 import AgendashController from '@/api/controllers/Agendash';
@@ -72,4 +74,32 @@ export default ({ app }) => {
   app.use((req: Request, res: Response, next: NextFunction) => {
     return res.boom.notFound();
   });
+  const server = app.listen(app.get('port'), (err) => {
+    if (err) {
+      console.log(err);
+      process.exit(1);
+      return;
+    }
+    console.log(`
+      ################################################
+        Server listening on port: ${app.get('port')}
+      ################################################
+    `);
+  });
+  const io = new Server(server, { path: '/socket' });
+
+  // Set socket.io listeners.
+  io.on('connection', (socket) => {
+    console.log('SOCKET CONNECTED');
+
+    socket.on('disconnect', () => {
+      console.log('SOCKET DISCONNECTED');
+    });
+  });
+  // Middleware to pass socket to each request object.
+  app.use((req: Request, res: Response, next: NextFunction) => {
+    req.io = io;
+    next();
+  });
+  Container.set('socket', io);
 };

packages/server/src/loaders/jobs.ts

@@ -5,6 +5,12 @@ import RewriteInvoicesJournalEntries from 'jobs/WriteInvoicesJEntries';
 import UserInviteMailJob from 'jobs/UserInviteMail';
 import OrganizationSetupJob from 'jobs/OrganizationSetup';
 import OrganizationUpgrade from 'jobs/OrganizationUpgrade';
+import { SendSaleInvoiceMailJob } from '@/services/Sales/Invoices/SendSaleInvoiceMailJob';
+import { SendSaleInvoiceReminderMailJob } from '@/services/Sales/Invoices/SendSaleInvoiceMailReminderJob';
+import { SendSaleEstimateMailJob } from '@/services/Sales/Estimates/SendSaleEstimateMailJob';
+import { SaleReceiptMailNotificationJob } from '@/services/Sales/Receipts/SaleReceiptMailNotificationJob';
+import { PaymentReceiveMailNotificationJob } from '@/services/Sales/PaymentReceives/PaymentReceiveMailNotificationJob';
+import { PlaidFetchTransactionsJob } from '@/services/Banking/Plaid/PlaidFetchTransactionsJob';
 
 export default ({ agenda }: { agenda: Agenda }) => {
   new ResetPasswordMailJob(agenda);
@@ -13,6 +19,12 @@ export default ({ agenda }: { agenda: Agenda }) => {
   new RewriteInvoicesJournalEntries(agenda);
   new OrganizationSetupJob(agenda);
   new OrganizationUpgrade(agenda);
+  new SendSaleInvoiceMailJob(agenda);
+  new SendSaleInvoiceReminderMailJob(agenda);
+  new SendSaleEstimateMailJob(agenda);
+  new SaleReceiptMailNotificationJob(agenda);
+  new PaymentReceiveMailNotificationJob(agenda);
+  new PlaidFetchTransactionsJob(agenda);
 
   agenda.start();
 };

packages/server/src/loaders/tenantModels.ts

@@ -62,6 +62,8 @@ import TaxRate from 'models/TaxRate';
 import TaxRateTransaction from 'models/TaxRateTransaction';
 import Attachment from 'models/Attachment';
 import Import from 'models/Import';
+import PlaidItem from 'models/PlaidItem';
+import UncategorizedCashflowTransaction from 'models/UncategorizedCashflowTransaction';
 
 export default (knex) => {
   const models = {
@@ -126,7 +128,9 @@ export default (knex) => {
     TaxRate,
     TaxRateTransaction,
     Attachment,
-    Import
+    Import,
+    PlaidItem,
+    UncategorizedCashflowTransaction
   };
   return mapValues(models, (model) => model.bindKnex(knex));
 };

packages/server/src/models/Account.ts

@@ -196,6 +196,7 @@ export default class Account extends mixin(TenantModel, [
     const Expense = require('models/Expense');
     const ExpenseEntry = require('models/ExpenseCategory');
     const ItemEntry = require('models/ItemEntry');
+    const UncategorizedTransaction = require('models/UncategorizedCashflowTransaction');
 
     return {
       /**
@@ -305,6 +306,21 @@ export default class Account extends mixin(TenantModel, [
           to: 'items_entries.sellAccountId',
         },
       },
+
+      /**
+       * Associated uncategorized transactions.
+       */
+      uncategorizedTransactions: {
+        relation: Model.HasManyRelation,
+        modelClass: UncategorizedTransaction.default,
+        join: {
+          from: 'accounts.id',
+          to: 'uncategorized_cashflow_transactions.accountId',
+        },
+        filter: (query) => {
+          query.where('categorized', false);
+        },
+      },
     };
   }
 

packages/server/src/models/CashflowTransaction.ts

@@ -7,8 +7,14 @@ import {
 } from '@/services/Cashflow/utils';
 import AccountTransaction from './AccountTransaction';
 import { CASHFLOW_DIRECTION } from '@/services/Cashflow/constants';
-
+import { getTransactionTypeLabel } from '@/utils/transactions-types';
 export default class CashflowTransaction extends TenantModel {
+  transactionType: string;
+  amount: number;
+  exchangeRate: number;
+  uncategorize: boolean;
+  uncategorizedTransaction!: boolean;
+
   /**
    * Table name.
    */
@@ -55,9 +61,10 @@ export default class CashflowTransaction extends TenantModel {
 
   /**
    * Transaction type formatted.
+   * @returns {string}
    */
   get transactionTypeFormatted() {
-    return AccountTransaction.getReferenceTypeFormatted(this.transactionType);
+    return getTransactionTypeLabel(this.transactionType);
   }
 
   get typeMeta() {
@@ -80,6 +87,14 @@ export default class CashflowTransaction extends TenantModel {
     return this.typeMeta?.direction === CASHFLOW_DIRECTION.IN;
   }
 
+  /**
+   * Detarmines whether the transaction imported from uncategorized transaction.
+   * @returns {boolean}
+   */
+  get isCategroizedTranasction() {
+    return !!this.uncategorizedTransaction;
+  }
+
   /**
    * Relationship mapping.
    */

packages/server/src/models/Contact.ts

@@ -2,6 +2,9 @@ import { Model } from 'objection';
 import TenantModel from 'models/TenantModel';
 
 export default class Contact extends TenantModel {
+  email: string;
+  displayName: string;
+
   /**
    * Table name
    */

packages/server/src/models/Customer.ts

@@ -24,6 +24,9 @@ export default class Customer extends mixin(TenantModel, [
   CustomViewBaseModel,
   ModelSearchable,
 ]) {
+  email: string;
+  displayName: string;
+
   /**
    * Query builder.
    */
@@ -76,6 +79,19 @@ export default class Customer extends mixin(TenantModel, [
     return 'debit';
   }
 
+  /**
+   *
+   */
+  get contactAddresses() {
+    return [
+      {
+        mail: this.email,
+        label: this.displayName,
+        primary: true
+      },
+    ].filter((c) => c.mail);
+  }
+
   /**
    * Model modifiers.
    */

packages/server/src/models/Expense.ts

@@ -215,6 +215,10 @@ export default class Expense extends mixin(TenantModel, [
           to: 'branches.id',
         },
       },
+
+      /**
+       * 
+       */
       media: {
         relation: Model.ManyToManyRelation,
         modelClass: Media.default,

packages/server/src/models/ExpenseCategory.ts

@@ -2,6 +2,8 @@ import { Model } from 'objection';
 import TenantModel from 'models/TenantModel';
 
 export default class ExpenseCategory extends TenantModel {
+  amount: number;
+  
   /**
    * Table name
    */

packages/server/src/models/PlaidItem.ts

@@ -0,0 +1,24 @@
+import TenantModel from 'models/TenantModel';
+
+export default class PlaidItem extends TenantModel {
+  /**
+   * Table name.
+   */
+  static get tableName() {
+    return 'plaid_items';
+  }
+
+  /**
+   * Timestamps columns.
+   */
+  get timestamps() {
+    return [];
+  }
+
+  /**
+   * Relationship mapping.
+   */
+  static get relationMappings() {
+    return {};
+  }
+}

packages/server/src/models/UncategorizedCashflowTransaction.ts

@@ -0,0 +1,140 @@
+/* eslint-disable global-require */
+import TenantModel from 'models/TenantModel';
+import { Model, ModelOptions, QueryContext } from 'objection';
+import Account from './Account';
+
+export default class UncategorizedCashflowTransaction extends TenantModel {
+  id!: number;
+  amount!: number;
+  categorized!: boolean;
+  accountId!: number;
+
+  /**
+   * Table name.
+   */
+  static get tableName() {
+    return 'uncategorized_cashflow_transactions';
+  }
+
+  /**
+   * Timestamps columns.
+   */
+  static get timestamps() {
+    return ['createdAt', 'updatedAt'];
+  }
+
+  /**
+   * Virtual attributes.
+   */
+  static get virtualAttributes() {
+    return [
+      'withdrawal',
+      'deposit',
+      'isDepositTransaction',
+      'isWithdrawalTransaction',
+    ];
+  }
+
+  /**
+   * Retrieves the withdrawal amount.
+   * @returns {number}
+   */
+  public get withdrawal() {
+    return this.amount < 0 ? Math.abs(this.amount) : 0;
+  }
+
+  /**
+   * Retrieves the deposit amount.
+   * @returns {number}
+   */
+  public get deposit(): number {
+    return this.amount > 0 ? Math.abs(this.amount) : 0;
+  }
+
+  /**
+   * Detarmines whether the transaction is deposit transaction.
+   */
+  public get isDepositTransaction(): boolean {
+    return 0 < this.deposit;
+  }
+
+  /**
+   * Detarmines whether the transaction is withdrawal transaction.
+   */
+  public get isWithdrawalTransaction(): boolean {
+    return 0 < this.withdrawal;
+  }
+
+  /**
+   * Relationship mapping.
+   */
+  static get relationMappings() {
+    const Account = require('models/Account');
+
+    return {
+      /**
+       * Transaction may has associated to account.
+       */
+      account: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: Account.default,
+        join: {
+          from: 'uncategorized_cashflow_transactions.accountId',
+          to: 'accounts.id',
+        },
+      },
+    };
+  }
+
+  /**
+   * Updates the count of uncategorized transactions for the associated account
+   * based on the specified operation.
+   * @param {QueryContext} queryContext - The query context for the transaction.
+   * @param {boolean} increment - Indicates whether to increment or decrement the count.
+   */
+  private async updateUncategorizedTransactionCount(
+    queryContext: QueryContext,
+    increment: boolean
+  ) {
+    const operation = increment ? 'increment' : 'decrement';
+    const amount = increment ? 1 : -1;
+
+    await Account.query(queryContext.transaction)
+      .findById(this.accountId)
+      [operation]('uncategorized_transactions', amount);
+  }
+
+  /**
+   * Runs after insert.
+   * @param {QueryContext} queryContext
+   */
+  public async $afterInsert(queryContext) {
+    await super.$afterInsert(queryContext);
+    await this.updateUncategorizedTransactionCount(queryContext, true);
+  }
+
+  /**
+   * Runs after update.
+   * @param {ModelOptions} opt
+   * @param {QueryContext} queryContext
+   */
+  public async $afterUpdate(
+    opt: ModelOptions,
+    queryContext: QueryContext
+  ): Promise<any> {
+    await super.$afterUpdate(opt, queryContext);
+
+    if (this.id && this.categorized) {
+      await this.updateUncategorizedTransactionCount(queryContext, false);
+    }
+  }
+
+  /**
+   * Runs after delete.
+   * @param {QueryContext} queryContext
+   */
+  public async $afterDelete(queryContext: QueryContext) {
+    await super.$afterDelete(queryContext);
+    await this.updateUncategorizedTransactionCount(queryContext, false);
+  }
+}

packages/server/src/server.ts

@@ -10,19 +10,6 @@ async function startServer() {
 
   // Intiialize all registered loaders.
   await loadersFactory({ expressApp: app });
-
-  app.listen(app.get('port'), (err) => {
-    if (err) {
-      console.log(err);
-      process.exit(1);
-      return;
-    }
-    console.log(`
-      ################################################
-        Server listening on port: ${app.get('port')}
-      ################################################
-    `);
-  });
 }
 
 startServer();

packages/server/src/services/Accounts/AccountTransactionTransformer.ts

@@ -1,6 +1,5 @@
 import { IAccountTransaction } from '@/interfaces';
 import { Transformer } from '@/lib/Transformer/Transformer';
-import { transaction } from 'objection';
 
 export default class AccountTransactionTransformer extends Transformer {
   /**

packages/server/src/services/Accounts/AccountTransform.ts

@@ -13,7 +13,7 @@ export class AccountTransformer extends Transformer {
    * @returns {Array}
    */
   public includeAttributes = (): string[] => {
-    return ['formattedAmount', 'flattenName'];
+    return ['formattedAmount', 'flattenName', 'bankBalanceFormatted'];
   };
 
   /**
@@ -34,13 +34,24 @@ export class AccountTransformer extends Transformer {
 
   /**
    * Retrieve formatted account amount.
-   * @param   {IAccount} invoice
+   * @param {IAccount} invoice
    * @returns {string}
    */
   protected formattedAmount = (account: IAccount): string => {
     return formatNumber(account.amount, { currencyCode: account.currencyCode });
   };
 
+  /**
+   * Retrieves the formatted bank balance.
+   * @param {IAccount} account
+   * @returns {string}
+   */
+  protected bankBalanceFormatted = (account: IAccount): string => {
+    return formatNumber(account.bankBalance, {
+      currencyCode: account.currencyCode,
+    });
+  };
+
   /**
    * Transformes the accounts collection to flat or nested array.
    * @param {IAccount[]}

packages/server/src/services/Accounts/AccountsApplication.ts

@@ -3,8 +3,10 @@ import {
   IAccount,
   IAccountCreateDTO,
   IAccountEditDTO,
+  IAccountResponse,
   IAccountsFilter,
   IAccountsTransactionsFilter,
+  IFilterMeta,
   IGetAccountTransactionPOJO,
 } from '@/interfaces';
 import { CreateAccount } from './CreateAccount';
@@ -14,6 +16,7 @@ import { ActivateAccount } from './ActivateAccount';
 import { GetAccounts } from './GetAccounts';
 import { GetAccount } from './GetAccount';
 import { GetAccountTransactions } from './GetAccountTransactions';
+
 @Service()
 export class AccountsApplication {
   @Inject()
@@ -113,19 +116,22 @@ export class AccountsApplication {
 
   /**
    * Retrieves the accounts list.
-   * @param   {number} tenantId
-   * @param   {IAccountsFilter} filterDTO
-   * @returns
+   * @param {number} tenantId
+   * @param {IAccountsFilter} filterDTO
+   * @returns {Promise<{ accounts: IAccountResponse[]; filterMeta: IFilterMeta }>}
    */
-  public getAccounts = (tenantId: number, filterDTO: IAccountsFilter) => {
+  public getAccounts = (
+    tenantId: number,
+    filterDTO: IAccountsFilter
+  ): Promise<{ accounts: IAccountResponse[]; filterMeta: IFilterMeta }> => {
     return this.getAccountsService.getAccountsList(tenantId, filterDTO);
   };
 
   /**
    * Retrieves the given account transactions.
-   * @param    {number} tenantId
-   * @param    {IAccountsTransactionsFilter} filter
-   * @returns  {Promise<IGetAccountTransactionPOJO[]>}
+   * @param {number} tenantId
+   * @param {IAccountsTransactionsFilter} filter
+   * @returns {Promise<IGetAccountTransactionPOJO[]>}
    */
   public getAccountsTransactions = (
     tenantId: number,

packages/server/src/services/Accounts/ActivateAccount.ts

@@ -5,7 +5,6 @@ import { IAccountEventActivatedPayload } from '@/interfaces';
 import events from '@/subscribers/events';
 import UnitOfWork from '@/services/UnitOfWork';
 import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
-import { CommandAccountValidators } from './CommandAccountValidators';
 
 @Service()
 export class ActivateAccount {
@@ -18,9 +17,6 @@ export class ActivateAccount {
   @Inject()
   private uow: UnitOfWork;
 
-  @Inject()
-  private validator: CommandAccountValidators;
-
   /**
    * Activates/Inactivates the given account.
    * @param {number} tenantId

packages/server/src/services/Banking/Plaid/PlaidApplication.ts

@@ -0,0 +1,59 @@
+import { Inject, Service } from 'typedi';
+import { PlaidLinkTokenService } from './PlaidLinkToken';
+import { PlaidItemService } from './PlaidItem';
+import { PlaidItemDTO } from '@/interfaces';
+import { PlaidWebooks } from './PlaidWebhooks';
+
+@Service()
+export class PlaidApplication {
+  @Inject()
+  private getLinkTokenService: PlaidLinkTokenService;
+
+  @Inject()
+  private plaidItemService: PlaidItemService;
+
+  @Inject()
+  private plaidWebhooks: PlaidWebooks;
+
+  /**
+   * Retrieves the Plaid link token.
+   * @param {number} tenantId
+   * @param {number} itemId
+   * @returns
+   */
+  public getLinkToken(tenantId: number) {
+    return this.getLinkTokenService.getLinkToken(tenantId);
+  }
+
+  /**
+   * Exchanges the Plaid access token.
+   * @param {number} tenantId
+   * @param {PlaidItemDTO} itemDTO
+   * @returns
+   */
+  public exchangeToken(tenantId: number, itemDTO: PlaidItemDTO): Promise<void> {
+    return this.plaidItemService.item(tenantId, itemDTO);
+  }
+
+  /**
+   * Listens to Plaid webhooks
+   * @param {number} tenantId 
+   * @param {string} webhookType 
+   * @param {string} plaidItemId 
+   * @param {string} webhookCode 
+   * @returns 
+   */
+  public webhooks(
+    tenantId: number,
+    plaidItemId: string,
+    webhookType: string,
+    webhookCode: string
+  ) {
+    return this.plaidWebhooks.webhooks(
+      tenantId,
+      plaidItemId,
+      webhookType,
+      webhookCode
+    );
+  }
+}

packages/server/src/services/Banking/Plaid/PlaidFetchTransactionsJob.ts

@@ -0,0 +1,43 @@
+import Container, { Service } from 'typedi';
+import { PlaidUpdateTransactions } from './PlaidUpdateTransactions';
+import { IPlaidItemCreatedEventPayload } from '@/interfaces';
+
+@Service()
+export class PlaidFetchTransactionsJob {
+  /**
+   * Constructor method.
+   */
+  constructor(agenda) {
+    agenda.define(
+      'plaid-update-account-transactions',
+      { priority: 'high', concurrency: 2 },
+      this.handler
+    );
+  }
+
+  /**
+   * Triggers the function.
+   */
+  private handler = async (job, done: Function) => {
+    const { tenantId, plaidItemId } = job.attrs
+      .data as IPlaidItemCreatedEventPayload;
+
+    const plaidFetchTransactionsService = Container.get(
+      PlaidUpdateTransactions
+    );
+    const io = Container.get('socket');
+
+    try {
+      await plaidFetchTransactionsService.updateTransactions(
+        tenantId,
+        plaidItemId
+      );
+      // Notify the frontend to reflect the new transactions changes.
+      io.emit('NEW_TRANSACTIONS_DATA', { plaidItemId });
+      done();
+    } catch (error) {
+      console.log(error);
+      done(error);
+    }
+  };
+}