fix: import resource imporements

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

@@ -27,7 +27,7 @@ export default class AccountsController extends BaseController {
   /**
    * Router constructor method.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -98,7 +98,7 @@ export default class AccountsController extends BaseController {
   /**
    * Create account DTO Schema validation.
    */
-  get createAccountDTOSchema() {
+  private get createAccountDTOSchema() {
     return [
       check('name')
         .exists()
@@ -131,7 +131,7 @@ export default class AccountsController extends BaseController {
   /**
    * Account DTO Schema validation.
    */
-  get editAccountDTOSchema() {
+  private get editAccountDTOSchema() {
     return [
       check('name')
         .exists()
@@ -160,14 +160,14 @@ export default class AccountsController extends BaseController {
     ];
   }
 
-  get accountParamSchema() {
+  private get accountParamSchema() {
     return [param('id').exists().isNumeric().toInt()];
   }
 
   /**
    * Accounts list validation schema.
    */
-  get accountsListSchema() {
+  private get accountsListSchema() {
     return [
       query('view_slug').optional({ nullable: true }).isString().trim(),
       query('stringified_filter_roles').optional().isJSON(),

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

@@ -160,10 +160,8 @@ export default class CustomersController extends ContactsController {
     try {
       const contact = await this.customersApplication.createCustomer(
         tenantId,
-        contactDTO,
+        contactDTO
-        user
       );
-
       return res.status(200).send({
         id: contact.id,
         message: 'The customer has been created successfully.',
@@ -291,7 +289,7 @@ export default class CustomersController extends ContactsController {
     const filter = {
       inactiveMode: false,
       sortOrder: 'desc',
-      columnSortBy: 'created_at',
+      columnSortBy: 'createdAt',
       page: 1,
       pageSize: 12,
       ...this.matchedQueryData(req),

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

@@ -272,7 +272,7 @@ export default class VendorsController extends ContactsController {
     const vendorsFilter: IVendorsFilter = {
       inactiveMode: false,
       sortOrder: 'desc',
-      columnSortBy: 'created_at',
+      columnSortBy: 'createdAt',
       page: 1,
       pageSize: 12,
       ...this.matchedQueryData(req),

packages/server/src/api/controllers/Import/ImportController.ts

@@ -1,10 +1,12 @@
 import { Inject, Service } from 'typedi';
 import { Router, Request, Response, NextFunction } from 'express';
-import { body, param } from 'express-validator';
+import { body, param, query } from 'express-validator';
+import { defaultTo } from 'lodash';
 import BaseController from '@/api/controllers/BaseController';
 import { ServiceError } from '@/exceptions';
 import { ImportResourceApplication } from '@/services/Import/ImportResourceApplication';
 import { uploadImportFile } from './_utils';
+import { parseJsonSafe } from '@/utils/parse-json-safe';
 
 @Service()
 export class ImportController extends BaseController {
@@ -42,6 +44,17 @@ export class ImportController extends BaseController {
       this.asyncMiddleware(this.mapping.bind(this)),
       this.catchServiceErrors
     );
+    router.get(
+      '/sample',
+      [query('resource').exists(), query('format').optional()],
+      this.downloadImportSample.bind(this),
+      this.catchServiceErrors
+    );
+    router.get(
+      '/:import_id',
+      this.asyncMiddleware(this.getImportFileMeta.bind(this)),
+      this.catchServiceErrors
+    );
     router.get(
       '/:import_id/preview',
       this.asyncMiddleware(this.preview.bind(this)),
@@ -55,7 +68,7 @@ export class ImportController extends BaseController {
    * @returns {ValidationSchema[]}
    */
   private get importValidationSchema() {
-    return [body('resource').exists()];
+    return [body('resource').exists(), body('params').optional()];
   }
 
   /**
@@ -66,12 +79,15 @@ export class ImportController extends BaseController {
    */
   private async fileUpload(req: Request, res: Response, next: NextFunction) {
     const { tenantId } = req;
+    const body = this.matchedBodyData(req);
+    const params = defaultTo(parseJsonSafe(body.params), {});
 
     try {
       const data = await this.importResourceApp.import(
         tenantId,
-        req.body.resource,
+        body.resource,
-        req.file.filename
+        req.file.filename,
+        params
       );
       return res.status(200).send(data);
     } catch (error) {
@@ -140,6 +156,54 @@ export class ImportController extends BaseController {
     }
   }
 
+  /**
+   * Retrieves the csv/xlsx sample sheet of the given resource name.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async downloadImportSample(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { format, resource } = this.matchedQueryData(req);
+
+    try {
+      const result = this.importResourceApp.sample(tenantId, resource, format);
+
+      return res.status(200).send(result);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the import file meta.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async getImportFileMeta(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { import_id: importId } = req.params;
+
+    try {
+      const result = await this.importResourceApp.importMeta(
+        tenantId,
+        importId
+      );
+      return res.status(200).send(result);
+    } catch (error) {
+      next(error);
+    }
+  }
+
   /**
    * Transforms service errors to response.
    * @param {Error}
@@ -174,7 +238,11 @@ export class ImportController extends BaseController {
           errors: [{ type: 'IMPORTED_FILE_EXTENSION_INVALID' }],
         });
       }
+      return res.status(400).send({
+        errors: [{ type: error.errorType }],
+      });
     }
+
     next(error);
   }
 }

packages/server/src/database/migrations/20231209230719_create_imports_table.js

@@ -6,6 +6,7 @@ exports.up = function (knex) {
     table.string('resource');
     table.json('columns');
     table.json('mapping');
+    table.json('params');
     table.timestamps();
   });
 };

packages/server/src/models/Account.Settings.ts

@@ -15,6 +15,7 @@ export default {
       unique: true,
       required: true,
       importable: true,
+      exportable: true,
       order: 1,
     },
     description: {
@@ -22,6 +23,7 @@ export default {
       column: 'description',
       fieldType: 'text',
       importable: true,
+      exportable: true,
     },
     slug: {
       name: 'account.field.slug',
@@ -35,6 +37,7 @@ export default {
       name: 'account.field.code',
       column: 'code',
       fieldType: 'text',
+      exportable: true,
       importable: true,
       minLength: 3,
       maxLength: 6,
@@ -75,6 +78,7 @@ export default {
       })),
       required: true,
       importable: true,
+      exportable: true,
       order: 2,
     },
     active: {
@@ -82,6 +86,7 @@ export default {
       column: 'active',
       fieldType: 'boolean',
       filterable: false,
+      exportable: true,
       importable: true,
     },
     balance: {
@@ -96,6 +101,7 @@ export default {
       fieldType: 'text',
       filterable: false,
       importable: true,
+      exportable: true,
     },
     parentAccount: {
       name: 'account.field.parent_account',
@@ -109,6 +115,7 @@ export default {
       column: 'created_at',
       fieldType: 'date',
       importable: false,
+      exportable: true,
     },
   },
 };

packages/server/src/models/Customer.Settings.ts

@@ -1,70 +1,89 @@
 export default {
+  importable: true,
+  defaultFilterField: 'displayName',
+  defaultSort: {
+    sortOrder: 'DESC',
+    sortField: 'createdAt',
+  },
   fields: {
-    first_name: {
+    firstName: {
       name: 'customer.field.first_name',
       column: 'first_name',
       fieldType: 'text',
+      importable: true,
     },
-    last_name: {
+    lastName: {
       name: 'customer.field.last_name',
       column: 'last_name',
       fieldType: 'text',
+      importable: true,
     },
-    display_name: {
+    displayName: {
       name: 'customer.field.display_name',
       column: 'display_name',
       fieldType: 'text',
+      required: true,
+      importable: true,
     },
     email: {
       name: 'customer.field.email',
       column: 'email',
       fieldType: 'text',
+      importable: true,
     },
-    work_phone: {
+    workPhone: {
       name: 'customer.field.work_phone',
       column: 'work_phone',
       fieldType: 'text',
+      importable: true,
     },
-    personal_phone: {
+    personalPhone: {
       name: 'customer.field.personal_phone',
       column: 'personal_phone',
       fieldType: 'text',
+      importable: true,
     },
-    company_name: {
+    companyName: {
       name: 'customer.field.company_name',
       column: 'company_name',
       fieldType: 'text',
+      importable: true,
     },
     website: {
       name: 'customer.field.website',
       column: 'website',
       fieldType: 'text',
-    },
+      importable: true,
-    created_at: {
-      name: 'customer.field.created_at',
-      column: 'created_at',
-      fieldType: 'date',
     },
     balance: {
       name: 'customer.field.balance',
       column: 'balance',
       fieldType: 'number',
     },
-    opening_balance: {
+    openingBalance: {
       name: 'customer.field.opening_balance',
       column: 'opening_balance',
       fieldType: 'number',
+      importable: true,
     },
-    opening_balance_at: {
+    openingBalanceAt: {
       name: 'customer.field.opening_balance_at',
       column: 'opening_balance_at',
       filterable: false,
       fieldType: 'date',
+      importable: true,
     },
-    currency_code: {
+    openingBalanceExchangeRate: {
+      name: 'Opening Balance Ex. Rate',
+      column: 'opening_balance_exchange_rate',
+      fieldType: 'number',
+      importable: true,
+    },
+    currencyCode: {
       name: 'customer.field.currency',
       column: 'currency_code',
       fieldType: 'text',
+      importable: true,
     },
     status: {
       name: 'customer.field.status',
@@ -76,6 +95,99 @@ export default {
         { key: 'unpaid', label: 'customer.field.status.unpaid' },
       ],
       filterCustomQuery: statusFieldFilterQuery,
+      importable: true,
+    },
+    // Billing Address
+    billingAddress1: {
+      name: 'Billing Address 1',
+      column: 'billing_address1',
+      fieldType: 'text',
+      importable: true,
+    },
+    billingAddress2: {
+      name: 'Billing Address 2',
+      column: 'billing_address2',
+      fieldType: 'text',
+      importable: true,
+    },
+    billingAddressCity: {
+      name: 'Billing Address City',
+      column: 'billing_address_city',
+      fieldType: 'text',
+      importable: true,
+    },
+    billingAddressCountry: {
+      name: 'Billing Address Country',
+      column: 'billing_address_country',
+      fieldType: 'text',
+      importable: true,
+    },
+    billingAddressPostcode: {
+      name: 'Billing Address Postcode',
+      column: 'billing_address_postcode',
+      fieldType: 'text',
+      importable: true,
+    },
+    billingAddressState: {
+      name: 'Billing Address State',
+      column: 'billing_address_state',
+      fieldType: 'text',
+      importable: true,
+    },
+    billingAddressPhone: {
+      name: 'Billing Address Phone',
+      column: 'billing_address_phone',
+      fieldType: 'text',
+      importable: true,
+    },
+    // Shipping Address
+    shippingAddress1: {
+      name: 'Shipping Address 1',
+      column: 'shipping_address1',
+      fieldType: 'text',
+      importable: true,
+    },
+    shippingAddress2: {
+      name: 'Shipping Address 2',
+      column: 'shipping_address2',
+      fieldType: 'text',
+      importable: true,
+    },
+    shippingAddressCity: {
+      name: 'Shipping Address City',
+      column: 'shipping_address_city',
+      fieldType: 'text',
+      importable: true,
+    },
+    shippingAddressCountry: {
+      name: 'Shipping Address Country',
+      column: 'shipping_address_country',
+      fieldType: 'text',
+      importable: true,
+    },
+    shippingAddressPostcode: {
+      name: 'Shipping Address Postcode',
+      column: 'shipping_address_postcode',
+      fieldType: 'text',
+      importable: true,
+    },
+    shippingAddressPhone: {
+      name: 'Shipping Address Phone',
+      column: 'shipping_address_phone',
+      fieldType: 'text',
+      importable: true,
+    },
+    shippingAddressState: {
+      name: 'Shipping Address State',
+      column: 'shipping_address_state',
+      fieldType: 'text',
+      importable: true,
+    },
+    //
+    createdAt: {
+      name: 'customer.field.created_at',
+      column: 'created_at',
+      fieldType: 'date',
     },
   },
 };

packages/server/src/models/Import.ts

@@ -1,8 +1,10 @@
 import TenantModel from 'models/TenantModel';
 
 export default class Import extends TenantModel {
+  resource!: string;
   mapping!: string;
   columns!: string;
+  params!: Record<string, any>;
   
   /**
    * Table name.
@@ -49,6 +51,14 @@ export default class Import extends TenantModel {
   }
 
 
+  public get paramsParsed() {
+    try {
+      return JSON.parse(this.params);
+    } catch {
+      return [];
+    }
+  }
+
   public get mappingParsed() {
     try {
       return JSON.parse(this.mapping);

packages/server/src/models/UncategorizedCashflowTransaction.meta.ts

@@ -0,0 +1,54 @@
+export default {
+  defaultFilterField: 'createdAt',
+  defaultSort: {
+    sortOrder: 'DESC',
+    sortField: 'createdAt',
+  },
+  importable: true,
+  fields: {
+    date: {
+      name: 'Date',
+      column: 'date',
+      fieldType: 'date',
+      importable: true,
+      required: true,
+    },
+    payee: {
+      name: 'Payee',
+      column: 'payee',
+      fieldType: 'text',
+      importable: true,
+    },
+    description: {
+      name: 'Description',
+      column: 'description',
+      fieldType: 'text',
+      importable: true,
+    },
+    referenceNo: {
+      name: 'Reference No.',
+      column: 'reference_no',
+      fieldType: 'text',
+      importable: true,
+    },
+    amount: {
+      name: 'Amount',
+      column: 'Amount',
+      fieldType: 'numeric',
+      required: true,
+      importable: true,
+    },
+    account: {
+      name: 'Account',
+      column: 'account_id',
+      fieldType: 'relation',
+      to: { model: 'Account', to: 'id' },
+    },
+    createdAt: {
+      name: 'Created At',
+      column: 'createdAt',
+      fieldType: 'date',
+      importable: false,
+    },
+  },
+};

packages/server/src/models/UncategorizedCashflowTransaction.ts

@@ -1,9 +1,15 @@
 /* eslint-disable global-require */
+import * as R from 'ramda';
+import { Model, ModelOptions, QueryContext, mixin } from 'objection';
 import TenantModel from 'models/TenantModel';
-import { Model, ModelOptions, QueryContext } from 'objection';
+import ModelSettings from './ModelSetting';
 import Account from './Account';
+import UncategorizedCashflowTransactionMeta from './UncategorizedCashflowTransaction.meta';
 
-export default class UncategorizedCashflowTransaction extends TenantModel {
+export default class UncategorizedCashflowTransaction extends mixin(
+  TenantModel,
+  [ModelSettings]
+) {
   id!: number;
   amount!: number;
   categorized!: boolean;
@@ -35,6 +41,10 @@ export default class UncategorizedCashflowTransaction extends TenantModel {
     ];
   }
 
+  static get meta() {
+    return UncategorizedCashflowTransactionMeta;
+  }
+
   /**
    * Retrieves the withdrawal amount.
    * @returns {number}

packages/server/src/models/Vendor.Settings.ts

@@ -1,74 +1,88 @@
 export default {
-  defaultFilterField: 'display_name',
+  defaultFilterField: 'displayName',
   defaultSort: {
     sortOrder: 'DESC',
-    sortField: 'created_at',
+    sortField: 'createdAt',
   },
+  importable: true,
   fields: {
-    first_name: {
+    firstName: {
       name: 'vendor.field.first_name',
       column: 'first_name',
       fieldType: 'text',
+      importable: true,
     },
-    last_name: {
+    lastName: {
       name: 'vendor.field.last_name',
       column: 'last_name',
       fieldType: 'text',
+      importable: true,
     },
-    display_name: {
+    displayName: {
       name: 'vendor.field.display_name',
       column: 'display_name',
       fieldType: 'text',
+      required: true,
+      importable: true,
     },
     email: {
       name: 'vendor.field.email',
       column: 'email',
       fieldType: 'text',
+      importable: true,
     },
-    work_phone: {
+    workPhone: {
       name: 'vendor.field.work_phone',
       column: 'work_phone',
       fieldType: 'text',
+      importable: true,
     },
-    personal_phone: {
+    personalPhone: {
       name: 'vendor.field.personal_pone',
       column: 'personal_phone',
       fieldType: 'text',
+      importable: true,
     },
-    company_name: {
+    companyName: {
       name: 'vendor.field.company_name',
       column: 'company_name',
       fieldType: 'text',
+      importable: true,
     },
     website: {
       name: 'vendor.field.website',
       column: 'website',
       fieldType: 'text',
-    },
+      importable: true,
-    created_at: {
-      name: 'vendor.field.created_at',
-      column: 'created_at',
-      fieldType: 'date',
     },
     balance: {
       name: 'vendor.field.balance',
       column: 'balance',
       fieldType: 'number',
     },
-    opening_balance: {
+    openingBalance: {
       name: 'vendor.field.opening_balance',
       column: 'opening_balance',
       fieldType: 'number',
+      importable: true,
     },
-    opening_balance_at: {
+    openingBalanceAt: {
       name: 'vendor.field.opening_balance_at',
       column: 'opening_balance_at',
       fieldType: 'date',
+      importable: true,
     },
-    currency_code: {
+    openingBalanceExchangeRate: {
+      name: 'Opening Balance Ex. Rate',
+      column: 'opening_balance_exchange_rate',
+      fieldType: 'number',
+      importable: true,
+    },
+    currencyCode: {
       name: 'vendor.field.currency',
       column: 'currency_code',
       fieldType: 'text',
+      importable: true,
     },
     status: {
       name: 'vendor.field.status',
@@ -87,6 +101,98 @@ export default {
             break;
         }
       },
+      importable: true,
+    },
+    // Billing Address
+    billingAddress1: {
+      name: 'Billing Address 1',
+      column: 'billing_address1',
+      fieldType: 'text',
+      importable: true,
+    },
+    billingAddress2: {
+      name: 'Billing Address 2',
+      column: 'billing_address2',
+      fieldType: 'text',
+      importable: true,
+    },
+    billingAddressCity: {
+      name: 'Billing Address City',
+      column: 'billing_address_city',
+      fieldType: 'text',
+      importable: true,
+    },
+    billingAddressCountry: {
+      name: 'Billing Address Country',
+      column: 'billing_address_country',
+      fieldType: 'text',
+      importable: true,
+    },
+    billingAddressPostcode: {
+      name: 'Billing Address Postcode',
+      column: 'billing_address_postcode',
+      fieldType: 'text',
+      importable: true,
+    },
+    billingAddressState: {
+      name: 'Billing Address State',
+      column: 'billing_address_state',
+      fieldType: 'text',
+      importable: true,
+    },
+    billingAddressPhone: {
+      name: 'Billing Address Phone',
+      column: 'billing_address_phone',
+      fieldType: 'text',
+      importable: true,
+    },
+    // Shipping Address
+    shippingAddress1: {
+      name: 'Shipping Address 1',
+      column: 'shipping_address1',
+      fieldType: 'text',
+      importable: true,
+    },
+    shippingAddress2: {
+      name: 'Shipping Address 2',
+      column: 'shipping_address2',
+      fieldType: 'text',
+      importable: true,
+    },
+    shippingAddressCity: {
+      name: 'Shipping Address City',
+      column: 'shipping_address_city',
+      fieldType: 'text',
+      importable: true,
+    },
+    shippingAddressCountry: {
+      name: 'Shipping Address Country',
+      column: 'shipping_address_country',
+      fieldType: 'text',
+      importable: true,
+    },
+    shippingAddressPostcode: {
+      name: 'Shipping Address Postcode',
+      column: 'shipping_address_postcode',
+      fieldType: 'text',
+      importable: true,
+    },
+    shippingAddressState: {
+      name: 'Shipping Address State',
+      column: 'shipping_address_state',
+      fieldType: 'text',
+      importable: true,
+    },
+    shippingAddressPhone: {
+      name: 'Shipping Address Phone',
+      column: 'shipping_address_phone',
+      fieldType: 'text',
+      importable: true,
+    },
+    createdAt: {
+      name: 'vendor.field.created_at',
+      column: 'created_at',
+      fieldType: 'date',
     },
   },
 };

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

@@ -34,4 +34,12 @@ export class AccountsImportable extends Importable {
   public get concurrency() {
     return 1;
   }
+
+  public public sampleData(): any[] {
+    return [
+      {
+        
+      }
+    ]
+  }
 }

packages/server/src/services/Cashflow/CreateUncategorizedTransaction.ts

@@ -1,7 +1,7 @@
+import { Knex } from 'knex';
 import { Inject, Service } from 'typedi';
 import HasTenancyService from '../Tenancy/TenancyService';
-import UnitOfWork, { IsolationLevel } from '../UnitOfWork';
+import UnitOfWork from '../UnitOfWork';
-import { Knex } from 'knex';
 import { CreateUncategorizedTransactionDTO } from '@/interfaces';
 
 @Service()
@@ -19,10 +19,10 @@ export class CreateUncategorizedTransaction {
    */
   public create(
     tenantId: number,
-    createDTO: CreateUncategorizedTransactionDTO
+    createDTO: CreateUncategorizedTransactionDTO,
+    trx?: Knex.Transaction
   ) {
-    const { UncategorizedCashflowTransaction, Account } =
+    const { UncategorizedCashflowTransaction } = this.tenancy.models(tenantId);
-      this.tenancy.models(tenantId);
 
     return this.uow.withTransaction(
       tenantId,
@@ -32,9 +32,9 @@ export class CreateUncategorizedTransaction {
         ).insertAndFetch({
           ...createDTO,
         });
-        
         return transaction;
       },
+      trx
     );
   }
 }

packages/server/src/services/Cashflow/UncategorizedTransactionsImportable.ts

@@ -0,0 +1,84 @@
+import { Inject, Service } from 'typedi';
+import { Knex } from 'knex';
+import * as yup from 'yup';
+import { Importable } from '../Import/Importable';
+import { CreateUncategorizedTransaction } from './CreateUncategorizedTransaction';
+import { CreateUncategorizedTransactionDTO } from '@/interfaces';
+import { ImportableContext } from '../Import/interfaces';
+import HasTenancyService from '../Tenancy/TenancyService';
+import { ImportSampleData } from './constants';
+
+@Service()
+export class UncategorizedTransactionsImportable extends Importable {
+  @Inject()
+  private createUncategorizedTransaction: CreateUncategorizedTransaction;
+
+  @Inject()
+  private tenancy: HasTenancyService;
+  /**
+   * Passing the sheet DTO to create uncategorized transaction.
+   * @param {number} tenantId
+   * @param {number} tenantId
+   * @param {any} createDTO
+   * @param {Knex.Transaction} trx
+   */
+  public async importable(
+    tenantId: number,
+    createDTO: CreateUncategorizedTransactionDTO,
+    trx?: Knex.Transaction
+  ) {
+    return this.createUncategorizedTransaction.create(tenantId, createDTO, trx);
+  }
+
+  /**
+   * Transformes the DTO before validating and importing.
+   * @param {CreateUncategorizedTransactionDTO} createDTO 
+   * @param {ImportableContext} context 
+   * @returns {CreateUncategorizedTransactionDTO}
+   */
+  public transform(
+    createDTO: CreateUncategorizedTransactionDTO,
+    context?: ImportableContext
+  ): CreateUncategorizedTransactionDTO {
+    return {
+      ...createDTO,
+      accountId: context.import.paramsParsed.accountId,
+    };
+  }
+
+  /**
+   * Sample data used to download sample sheet.
+   * @returns {Record<string, any>[]}
+   */
+  public sampleData(): Record<string, any>[] {
+    return ImportSampleData;
+  }
+
+  /**
+   * Params validation schema.
+   * @returns {ValidationSchema[]}
+   */
+  public paramsValidationSchema() {
+    return yup.object().shape({
+      accountId: yup.number().required(),
+    });
+  }
+
+  /**
+   * Validates the params existance asyncly.
+   * @param {number} tenantId -
+   * @param {Record<string, any>} params -
+   */
+  public async validateParams(
+    tenantId: number,
+    params: Record<string, any>
+  ): Promise<void> {
+    const { Account } = this.tenancy.models(tenantId);
+
+    if (params.accountId) {
+      await Account.query()
+        .findById(params.accountId)
+        .throwIfNotFound({});
+    }
+  }
+}

packages/server/src/services/Cashflow/constants.ts

@@ -75,3 +75,25 @@ export interface ICashflowTransactionTypeMeta {
   direction: CASHFLOW_DIRECTION;
   creditType: string[];
 }
+
+
+export const ImportSampleData = [
+  {
+    Amount: 5000,
+    Date: '2024-01-01',
+    Payee: 'John Roberts',
+    Description: 'Cheque deposit',
+  },
+  {
+    Amount: 5000,
+    Date: '2024-01-01',
+    Payee: 'John Roberts',
+    Description: 'Cheque deposit',
+  },
+  {
+    Amount: 5000,
+    Date: '2024-01-01',
+    Payee: 'John Roberts',
+    Description: 'Cheque deposit',
+  },
+]

packages/server/src/services/Contacts/Customers/CRUD/CreateCustomer.ts

@@ -36,7 +36,7 @@ export class CreateCustomer {
   public async createCustomer(
     tenantId: number,
     customerDTO: ICustomerNewDTO,
-    authorizedUser: ISystemUser
+    trx?: Knex.Transaction
   ): Promise<ICustomer> {
     const { Contact } = this.tenancy.models(tenantId);
 
@@ -46,7 +46,9 @@ export class CreateCustomer {
       customerDTO
     );
     // Creates a new customer under unit-of-work envirement.
-    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
+    return this.uow.withTransaction(
+      tenantId,
+      async (trx: Knex.Transaction) => {
         // Triggers `onCustomerCreating` event.
         await this.eventPublisher.emitAsync(events.customers.onCreating, {
           tenantId,
@@ -63,11 +65,12 @@ export class CreateCustomer {
           customer,
           tenantId,
           customerId: customer.id,
-        authorizedUser,
           trx,
         } as ICustomerEventCreatedPayload);
 
         return customer;
-    });
+      },
+      trx
+    );
   }
 }

packages/server/src/services/Contacts/Customers/CRUD/CreateEditCustomerDTO.ts

@@ -1,6 +1,6 @@
 import moment from 'moment';
 import { defaultTo, omit, isEmpty } from 'lodash';
-import { Service, Inject } from 'typedi';
+import { Service } from 'typedi';
 import {
   ContactService,
   ICustomer,
@@ -51,6 +51,10 @@ export class CreateEditCustomerDTO {
             ).toMySqlDateTime(),
           }
         : {}),
+      openingBalanceExchangeRate: defaultTo(
+        customerDTO.openingBalanceExchangeRate,
+        1
+      ),
     };
   };
 

packages/server/src/services/Contacts/Customers/CRUD/EditCustomer.ts

@@ -4,7 +4,6 @@ import {
   ICustomerEditDTO,
   ICustomerEventEditedPayload,
   ICustomerEventEditingPayload,
-  ISystemUser,
 } from '@/interfaces';
 import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
 import UnitOfWork from '@/services/UnitOfWork';

packages/server/src/services/Contacts/Customers/CustomersApplication.ts

@@ -53,13 +53,8 @@ export class CustomersApplication {
   public createCustomer = (
     tenantId: number,
     customerDTO: ICustomerNewDTO,
-    authorizedUser: ISystemUser
   ) => {
-    return this.createCustomerService.createCustomer(
+    return this.createCustomerService.createCustomer(tenantId, customerDTO);
-      tenantId,
-      customerDTO,
-      authorizedUser
-    );
   };
 
   /**

packages/server/src/services/Contacts/Customers/CustomersImportable.ts

@@ -0,0 +1,26 @@
+import { Inject, Service } from 'typedi';
+import { Importable } from '@/services/Import/Importable';
+import { CreateCustomer } from './CRUD/CreateCustomer';
+import { Knex } from 'knex';
+import { ICustomer, ICustomerNewDTO } from '@/interfaces';
+
+@Service()
+export class CustomersImportable extends Importable {
+  @Inject()
+  private createCustomerService: CreateCustomer;
+
+  /**
+   * Mapps the imported data to create a new customer service.
+   * @param {number} tenantId
+   * @param {ICustomerNewDTO} createDTO
+   * @param {Knex.Transaction} trx
+   * @returns {Promise<void>}
+   */
+  public async importable(
+    tenantId: number,
+    createDTO: ICustomerNewDTO,
+    trx?: Knex.Transaction<any, any[]>
+  ): Promise<void> {
+    await this.createCustomerService.createCustomer(tenantId, createDTO, trx);
+  }
+}

packages/server/src/services/Contacts/Vendors/CRUD/CreateEditVendorDTO.ts

@@ -49,6 +49,10 @@ export class CreateEditVendorDTO {
             ).toMySqlDateTime(),
           }
         : {}),
+      openingBalanceExchangeRate: defaultTo(
+        vendorDTO.openingBalanceExchangeRate,
+        1
+      ),
     };
   };
 

packages/server/src/services/Contacts/Vendors/CRUD/CreateVendor.ts

@@ -35,7 +35,7 @@ export class CreateVendor {
   public async createVendor(
     tenantId: number,
     vendorDTO: IVendorNewDTO,
-    authorizedUser: ISystemUser
+    trx?: Knex.Transaction
   ) {
     const { Contact } = this.tenancy.models(tenantId);
 
@@ -45,7 +45,9 @@ export class CreateVendor {
       vendorDTO
     );
     // Creates vendor contact under unit-of-work evnirement.
-    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
+    return this.uow.withTransaction(
+      tenantId,
+      async (trx: Knex.Transaction) => {
         // Triggers `onVendorCreating` event.
         await this.eventPublisher.emitAsync(events.vendors.onCreating, {
           tenantId,
@@ -62,11 +64,12 @@ export class CreateVendor {
           tenantId,
           vendorId: vendor.id,
           vendor,
-        authorizedUser,
           trx,
         } as IVendorEventCreatedPayload);
 
         return vendor;
-    });
+      },
+      trx
+    );
   }
 }

packages/server/src/services/Contacts/Vendors/VendorsImportable.ts

@@ -0,0 +1,24 @@
+import { Importable } from '@/services/Import/Importable';
+import { CreateVendor } from './CRUD/CreateVendor';
+import { Knex } from 'knex';
+import { Inject, Service } from 'typedi';
+
+@Service()
+export class VendorsImportable extends Importable {
+  @Inject()
+  private createVendorService: CreateVendor;
+
+  /**
+   * Maps the imported data to create a new vendor service.
+   * @param {number} tenantId
+   * @param {} createDTO
+   * @param {Knex.Transaction} trx
+   */
+  public async importable(
+    tenantId: number,
+    createDTO: any,
+    trx?: Knex.Transaction<any, any[]>
+  ): Promise<void> {
+    await this.createVendorService.createVendor(tenantId, createDTO, trx);
+  }
+}

packages/server/src/services/Import/ImportFileCommon.ts

@@ -7,16 +7,16 @@ import { first } from 'lodash';
 import { ImportFileDataValidator } from './ImportFileDataValidator';
 import { Knex } from 'knex';
 import {
-  ImportInsertError,
   ImportOperError,
   ImportOperSuccess,
+  ImportableContext,
 } from './interfaces';
-import { AccountsImportable } from '../Accounts/AccountsImportable';
 import { ServiceError } from '@/exceptions';
 import { trimObject } from './_utils';
 import { ImportableResources } from './ImportableResources';
 import ResourceService from '../Resource/ResourceService';
 import HasTenancyService from '../Tenancy/TenancyService';
+import Import from '@/models/Import';
 
 @Service()
 export class ImportFileCommon {
@@ -39,12 +39,12 @@ export class ImportFileCommon {
    * @returns {Record<string, any>[]} - The mapped data objects.
    */
   public parseXlsxSheet(buffer: Buffer): Record<string, unknown>[] {
-    const workbook = XLSX.read(buffer, { type: 'buffer' });
+    const workbook = XLSX.read(buffer, { type: 'buffer', raw: true });
 
     const firstSheetName = workbook.SheetNames[0];
     const worksheet = workbook.Sheets[firstSheetName];
 
-    return XLSX.utils.sheet_to_json(worksheet);
+    return XLSX.utils.sheet_to_json(worksheet, {});
   }
 
   /**
@@ -66,16 +66,16 @@ export class ImportFileCommon {
    */
   public async import(
     tenantId: number,
-    resourceName: string,
+    importFile: Import,
     parsedData: Record<string, any>[],
     trx?: Knex.Transaction
   ): Promise<[ImportOperSuccess[], ImportOperError[]]> {
     const importableFields = this.resource.getResourceImportableFields(
       tenantId,
-      resourceName
+      importFile.resource
     );
     const ImportableRegistry = this.importable.registry;
-    const importable = ImportableRegistry.getImportable(resourceName);
+    const importable = ImportableRegistry.getImportable(importFile.resource);
 
     const concurrency = importable.concurrency || 10;
 
@@ -83,15 +83,25 @@ export class ImportFileCommon {
     const failed: ImportOperError[] = [];
 
     const importAsync = async (objectDTO, index: number): Promise<void> => {
+      const context: ImportableContext = {
+        rowIndex: index,
+        import: importFile,
+      };
+      const transformedDTO = importable.transform(objectDTO, context);
+
       try {
         // Validate the DTO object before passing it to the service layer.
         await this.importFileValidator.validateData(
           importableFields,
-          objectDTO
+          transformedDTO
         );
         try {
           // Run the importable function and listen to the errors.
-          const data = await importable.importable(tenantId, objectDTO, trx);
+          const data = await importable.importable(
+            tenantId,
+            transformedDTO,
+            trx
+          );
           success.push({ index, data });
         } catch (err) {
           if (err instanceof ServiceError) {
@@ -115,6 +125,60 @@ export class ImportFileCommon {
     return [success, failed];
   }
 
+  /**
+   *
+   * @param {string} resourceName
+   * @param {Record<string, any>} params
+   */
+  public async validateParamsSchema(
+    resourceName: string,
+    params: Record<string, any>
+  ) {
+    const ImportableRegistry = this.importable.registry;
+    const importable = ImportableRegistry.getImportable(resourceName);
+
+    const yupSchema = importable.paramsValidationSchema();
+
+    try {
+      await yupSchema.validate(params, { abortEarly: false });
+    } catch (validationError) {
+      const errors = validationError.inner.map((error) => ({
+        errorCode: 'ParamsValidationError',
+        errorMessage: error.errors,
+      }));
+      throw errors;
+    }
+  }
+
+  /**
+   *
+   * @param {string} resourceName
+   * @param {Record<string, any>} params
+   */
+  public async validateParams(
+    tenantId: number,
+    resourceName: string,
+    params: Record<string, any>
+  ) {
+    const ImportableRegistry = this.importable.registry;
+    const importable = ImportableRegistry.getImportable(resourceName);
+
+    await importable.validateParams(tenantId, params);
+  }
+
+  /**
+   *
+   * @param {string} resourceName
+   * @param {Record<string, any>} params
+   * @returns
+   */
+  public transformParams(resourceName: string, params: Record<string, any>) {
+    const ImportableRegistry = this.importable.registry;
+    const importable = ImportableRegistry.getImportable(resourceName);
+
+    return importable.transformParams(params);
+  }
+
   /**
    * Retrieves the sheet columns from the given sheet data.
    * @param {unknown[]} json

packages/server/src/services/Import/ImportFileMapping.ts

@@ -1,7 +1,11 @@
 import { fromPairs } from 'lodash';
 import { Inject, Service } from 'typedi';
 import HasTenancyService from '../Tenancy/TenancyService';
-import { ImportFileMapPOJO, ImportMappingAttr } from './interfaces';
+import {
+  ImportDateFormats,
+  ImportFileMapPOJO,
+  ImportMappingAttr,
+} from './interfaces';
 import ResourceService from '../Resource/ResourceService';
 import { ServiceError } from '@/exceptions';
 import { ERRORS } from './_utils';
@@ -37,12 +41,14 @@ export class ImportFileMapping {
     // Validate the diplicated relations of map attrs.
     this.validateDuplicatedMapAttrs(maps);
 
+    // Validate the date format mapping.
+    this.validateDateFormatMapping(tenantId, importFile.resource, maps);
+
     const mappingStringified = JSON.stringify(maps);
 
     await Import.query().findById(importFile.id).patch({
       mapping: mappingStringified,
     });
-
     return {
       import: {
         importId: importFile.importId,
@@ -106,4 +112,34 @@ export class ImportFileMapping {
       }
     });
   }
+
+  /**
+   * Validates the date format mapping.
+   * @param {number} tenantId
+   * @param {string} resource
+   * @param {ImportMappingAttr[]} maps
+   */
+  private validateDateFormatMapping(
+    tenantId: number,
+    resource: string,
+    maps: ImportMappingAttr[]
+  ) {
+    const fields = this.resource.getResourceImportableFields(
+      tenantId,
+      resource
+    );
+    maps.forEach((map) => {
+      if (
+        typeof fields[map.to] !== 'undefined' &&
+        fields[map.to].fieldType === 'date'
+      ) {
+        if (
+          typeof map.dateFormat !== 'undefined' &&
+          ImportDateFormats.indexOf(map.dateFormat) === -1
+        ) {
+          throw new ServiceError(ERRORS.INVALID_MAP_DATE_FORMAT);
+        }
+      }
+    });
+  }
 }

packages/server/src/services/Import/ImportFileMeta.ts

@@ -0,0 +1,32 @@
+import { Inject, Service } from 'typedi';
+import HasTenancyService from '../Tenancy/TenancyService';
+import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
+import { ImportFileMetaTransformer } from './ImportFileMetaTransformer';
+
+@Service()
+export class ImportFileMeta {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private transformer: TransformerInjectable;
+
+  /**
+   *
+   * @param {number} tenantId
+   * @param {number} importId
+   * @returns {}
+   */
+  async getImportMeta(tenantId: number, importId: string) {
+    const { Import } = this.tenancy.models(tenantId);
+
+    const importFile = await Import.query().findOne('importId', importId);
+
+    // Retrieves the transformed accounts collection.
+    return this.transformer.transform(
+      tenantId,
+      importFile,
+      new ImportFileMetaTransformer()
+    );
+  }
+}

packages/server/src/services/Import/ImportFileMetaTransformer.ts

@@ -0,0 +1,19 @@
+import { Transformer } from '@/lib/Transformer/Transformer';
+
+export class ImportFileMetaTransformer extends Transformer {
+  /**
+   * Include these attributes to sale invoice object.
+   * @returns {Array}
+   */
+  public includeAttributes = (): string[] => {
+    return ['map'];
+  };
+
+  public excludeAttributes = (): string[] => {
+    return ['id', 'filename', 'columns', 'mappingParsed', 'mapping'];
+  }
+
+  map(importFile) {
+    return  importFile.mappingParsed;
+  }
+}

packages/server/src/services/Import/ImportFileProcess.ts

@@ -67,12 +67,7 @@ export class ImportFileProcess {
     const [successedImport, failedImport] = await this.uow.withTransaction(
       tenantId,
       (trx: Knex.Transaction) =>
-        this.importCommon.import(
+        this.importCommon.import(tenantId, importFile, parsedData, trx),
-          tenantId,
-          importFile.resource,
-          parsedData,
-          trx
-        ),
       trx
     );
     const mapping = importFile.mappingParsed;

packages/server/src/services/Import/ImportFileUpload.ts

@@ -6,6 +6,7 @@ import { IModelMetaField } from '@/interfaces';
 import { ImportFileCommon } from './ImportFileCommon';
 import { ImportFileDataValidator } from './ImportFileDataValidator';
 import { ImportFileUploadPOJO } from './interfaces';
+import { ServiceError } from '@/exceptions';
 
 @Service()
 export class ImportFileUploadService {
@@ -32,13 +33,15 @@ export class ImportFileUploadService {
   public async import(
     tenantId: number,
     resourceName: string,
-    filename: string
+    filename: string,
+    params: Record<string, number | string>
   ): Promise<ImportFileUploadPOJO> {
     const { Import } = this.tenancy.models(tenantId);
 
+    const resource = sanitizeResourceName(resourceName);
     const resourceMeta = this.resourceService.getResourceMeta(
       tenantId,
-      resourceName
+      resource
     );
     // Throw service error if the resource does not support importing.
     this.importValidator.validateResourceImportable(resourceMeta);
@@ -48,22 +51,32 @@ export class ImportFileUploadService {
 
     // Parse the buffer file to array data.
     const sheetData = this.importFileCommon.parseXlsxSheet(buffer);
-
     const sheetColumns = this.importFileCommon.parseSheetColumns(sheetData);
     const coumnsStringified = JSON.stringify(sheetColumns);
 
-    const _resourceName = sanitizeResourceName(resourceName);
+    try {
+      // Validates the params Yup schema.
+      await this.importFileCommon.validateParamsSchema(resource, params);
+
+      // Validates importable params asyncly.
+      await this.importFileCommon.validateParams(tenantId, resource, params);
+    } catch (error) {
+      throw error;
+    }
+    const _params = this.importFileCommon.transformParams(resource, params);
+    const paramsStringified = JSON.stringify(_params);
 
     // Store the import model with related metadata.
     const importFile = await Import.query().insert({
       filename,
+      resource,
       importId: filename,
-      resource: _resourceName,
       columns: coumnsStringified,
+      params: paramsStringified,
     });
     const resourceColumnsMap = this.resourceService.getResourceImportableFields(
       tenantId,
-      _resourceName
+      resource
     );
     const resourceColumns = this.getResourceColumns(resourceColumnsMap);
 

packages/server/src/services/Import/ImportResourceApplication.ts

@@ -4,6 +4,8 @@ import { ImportFileMapping } from './ImportFileMapping';
 import { ImportMappingAttr } from './interfaces';
 import { ImportFileProcess } from './ImportFileProcess';
 import { ImportFilePreview } from './ImportFilePreview';
+import { ImportSampleService } from './ImportSample';
+import { ImportFileMeta } from './ImportFileMeta';
 
 @Inject()
 export class ImportResourceApplication {
@@ -19,25 +21,32 @@ export class ImportResourceApplication {
   @Inject()
   private ImportFilePreviewService: ImportFilePreview;
 
+  @Inject()
+  private importSampleService: ImportSampleService;
+
+  @Inject()
+  private importMetaService: ImportFileMeta;
+
   /**
    * Reads the imported file and stores the import file meta under unqiue id.
    * @param {number} tenantId -
-   * @param {string} resource - 
+   * @param {string} resource - Resource name.
-   * @param {string} fileName -
+   * @param {string} fileName - File name.
    * @returns {Promise<ImportFileUploadPOJO>}
    */
   public async import(
     tenantId: number,
     resource: string,
-    filename: string
+    filename: string,
+    params: Record<string, any>
   ) {
-    return this.importFileService.import(tenantId, resource, filename);
+    return this.importFileService.import(tenantId, resource, filename, params);
   }
 
   /**
    * Mapping the excel sheet columns with resource columns.
    * @param {number} tenantId
-   * @param {number} importId
+   * @param {number} importId - Import id.
    * @param {ImportMappingAttr} maps
    */
   public async mapping(
@@ -51,7 +60,7 @@ export class ImportResourceApplication {
   /**
    * Preview the mapped results before process importing.
    * @param {number} tenantId
-   * @param {number} importId
+   * @param {number} importId - Import id.
    * @returns {Promise<ImportFilePreviewPOJO>}
    */
   public async preview(tenantId: number, importId: number) {
@@ -67,4 +76,27 @@ export class ImportResourceApplication {
   public async process(tenantId: number, importId: number) {
     return this.importProcessService.import(tenantId, importId);
   }
+
+  /**
+   * Retrieves the import meta of the given import id.
+   * @param {number} tenantId - 
+   * @param {string} importId - Import id.
+   * @returns {}
+   */
+  public importMeta(tenantId: number, importId: string) {
+    return this.importMetaService.getImportMeta(tenantId, importId);
+  }
+
+  /**
+   * Retrieves the csv/xlsx sample sheet of the given
+   * @param {number} tenantId
+   * @param {number} resource - Resource name.
+   */
+  public sample(
+    tenantId: number,
+    resource: string,
+    format: 'csv' | 'xlsx' = 'csv'
+  ) {
+    return this.importSampleService.sample(tenantId, resource, format);
+  }
 }

packages/server/src/services/Import/ImportSample.ts

@@ -0,0 +1,46 @@
+import XLSX from 'xlsx';
+import { Inject, Service } from 'typedi';
+import { ImportableResources } from './ImportableResources';
+import { sanitizeResourceName } from './_utils';
+
+@Service()
+export class ImportSampleService {
+  @Inject()
+  private importable: ImportableResources;
+
+  /**
+   * Retrieves the sample sheet of the given resource.
+   * @param {number} tenantId 
+   * @param {string} resource 
+   * @param {string} format 
+   * @returns {Buffer | string}
+   */
+  public sample(
+    tenantId: number,
+    resource: string,
+    format: 'csv' | 'xlsx'
+  ): Buffer | string {
+    const _resource = sanitizeResourceName(resource);
+
+    const ImportableRegistry = this.importable.registry;
+    const importable = ImportableRegistry.getImportable(_resource);
+
+    const data = importable.sampleData();
+
+    const workbook = XLSX.utils.book_new();
+    const worksheet = XLSX.utils.json_to_sheet(data);
+    XLSX.utils.book_append_sheet(workbook, worksheet, 'Sheet1');
+
+    // Determine the output format
+    if (format === 'csv') {
+      const csvOutput = XLSX.utils.sheet_to_csv(worksheet);
+      return csvOutput;
+    } else {
+      const xlsxOutput = XLSX.write(workbook, {
+        bookType: 'xlsx',
+        type: 'buffer',
+      });
+      return xlsxOutput;
+    }
+  }
+}

packages/server/src/services/Import/Importable.ts

@@ -1,4 +1,6 @@
 import { Knex } from 'knex';
+import * as Yup from 'yup';
+import { ImportableContext } from './interfaces';
 
 export abstract class Importable {
   /**
@@ -13,6 +15,16 @@ export abstract class Importable {
     );
   }
 
+  /**
+   * Transformes the DTO before passing it to importable and validation.
+   * @param {Record<string, any>} createDTO
+   * @param {ImportableContext} context
+   * @returns {Record<string, any>}
+   */
+  public transform(createDTO: Record<string, any>, context: ImportableContext) {
+    return createDTO;
+  }
+
   /**
    * Concurrency controlling of the importing process.
    * @returns {number}
@@ -20,4 +32,41 @@ export abstract class Importable {
   public get concurrency() {
     return 10;
   }
+
+  /**
+   * Retrieves the sample data of importable.
+   * @returns {Array<any>}
+   */
+  public sampleData(): Array<any> {
+    return [];
+  }
+
+  // ------------------
+  // # Params
+  // ------------------
+  /**
+   * Params Yup validation schema.
+   * @returns {Yup.ObjectSchema<object, object>}
+   */
+  public paramsValidationSchema(): Yup.ObjectSchema<object, object> {
+    return Yup.object().nullable();
+  }
+
+  /**
+   * Validates the params of the importable service.
+   * @param {Record<string, any>}
+   * @returns {Promise<boolean>} - True means passed and false failed.
+   */
+  public async validateParams(
+    tenantId: number,
+    params: Record<string, any>
+  ): Promise<void> {}
+
+  /**
+   * Transformes the import params before storing them.
+   * @param {Record<string, any>} parmas
+   */
+  public transformParams(parmas: Record<string, any>) {
+    return parmas;
+  }
 }

packages/server/src/services/Import/ImportableResources.ts

@@ -1,6 +1,9 @@
 import Container, { Service } from 'typedi';
 import { AccountsImportable } from '../Accounts/AccountsImportable';
 import { ImportableRegistry } from './ImportableRegistry';
+import { UncategorizedTransactionsImportable } from '../Cashflow/UncategorizedTransactionsImportable';
+import { CustomersImportable } from '../Contacts/Customers/CustomersImportable';
+import { VendorsImportable } from '../Contacts/Vendors/VendorsImportable';
 
 @Service()
 export class ImportableResources {
@@ -15,6 +18,12 @@ export class ImportableResources {
    */
   private importables = [
     { resource: 'Account', importable: AccountsImportable },
+    {
+      resource: 'UncategorizedCashflowTransaction',
+      importable: UncategorizedTransactionsImportable,
+    },
+    { resource: 'Customer', importable: CustomersImportable },
+    { resource: 'Vendor', importable: VendorsImportable },
   ];
 
   public get registry() {

packages/server/src/services/Import/_utils.ts

@@ -3,6 +3,17 @@ import { upperFirst, camelCase, first } from 'lodash';
 import pluralize from 'pluralize';
 import { ResourceMetaFieldsMap } from './interfaces';
 import { IModelMetaField } from '@/interfaces';
+import moment from 'moment';
+
+export const ERRORS = {
+  RESOURCE_NOT_IMPORTABLE: 'RESOURCE_NOT_IMPORTABLE',
+  INVALID_MAP_ATTRS: 'INVALID_MAP_ATTRS',
+  DUPLICATED_FROM_MAP_ATTR: 'DUPLICATED_FROM_MAP_ATTR',
+  DUPLICATED_TO_MAP_ATTR: 'DUPLICATED_TO_MAP_ATTR',
+  IMPORT_FILE_NOT_MAPPED: 'IMPORT_FILE_NOT_MAPPED',
+  INVALID_MAP_DATE_FORMAT: 'INVALID_MAP_DATE_FORMAT',
+  MAP_DATE_FORMAT_NOT_DEFINED: 'MAP_DATE_FORMAT_NOT_DEFINED',
+};
 
 export function trimObject(obj) {
   return Object.entries(obj).reduce((acc, [key, value]) => {
@@ -47,6 +58,18 @@ export const convertFieldsToYupValidation = (fields: ResourceMetaFieldsMap) => {
         return acc;
       }, {});
       fieldSchema = Yup.string().oneOf(Object.keys(options)).label(field.name);
+      // Validate date field type.
+    } else if (field.fieldType === 'date') {
+      fieldSchema = fieldSchema.test(
+        'date validation',
+        'Invalid date or format. The string should be a valid YYYY-MM-DD format.',
+        (val) => {
+          if (!val) {
+            return true;
+          }
+          return moment(val, 'YYYY-MM-DD', true).isValid();
+        }
+      );
     }
     if (field.required) {
       fieldSchema = fieldSchema.required();
@@ -56,14 +79,6 @@ export const convertFieldsToYupValidation = (fields: ResourceMetaFieldsMap) => {
   return Yup.object().shape(yupSchema);
 };
 
-export const ERRORS = {
-  RESOURCE_NOT_IMPORTABLE: 'RESOURCE_NOT_IMPORTABLE',
-  INVALID_MAP_ATTRS: 'INVALID_MAP_ATTRS',
-  DUPLICATED_FROM_MAP_ATTR: 'DUPLICATED_FROM_MAP_ATTR',
-  DUPLICATED_TO_MAP_ATTR: 'DUPLICATED_TO_MAP_ATTR',
-  IMPORT_FILE_NOT_MAPPED: 'IMPORT_FILE_NOT_MAPPED',
-};
-
 export const getUnmappedSheetColumns = (columns, mapping) => {
   return columns.filter(
     (column) => !mapping.some((map) => map.from === column)

packages/server/src/services/Import/interfaces.ts

@@ -1,8 +1,10 @@
 import { IModelMetaField } from '@/interfaces';
+import Import from '@/models/Import';
 
 export interface ImportMappingAttr {
   from: string;
   to: string;
+  dateFormat?: string;
 }
 
 export interface ImportValidationError {
@@ -59,3 +61,16 @@ export interface ImportOperError {
   error: ImportInsertError;
   index: number;
 }
+ 
+export interface ImportableContext {
+  import: Import,
+  rowIndex: number;
+}
+
+
+export const ImportDateFormats = [
+  'yyyy-MM-dd',
+  'dd.MM.yy',
+  'MM/dd/yy',
+  'dd/MMM/yyyy'
+]

packages/server/src/utils/parse-json-safe.ts

@@ -0,0 +1,7 @@
+export const parseJsonSafe = (value: string) => {
+  try {
+    return JSON.parse(value);
+  } catch {
+    return null;
+  }
+};

packages/webapp/src/containers/Accounts/AccountsImport.tsx

@@ -0,0 +1,25 @@
+// @ts-nocheck
+import { DashboardInsider } from '@/components';
+import { ImportView } from '../Import/ImportView';
+import { useHistory } from 'react-router-dom';
+
+export default function AccountsImport() {
+  const history = useHistory();
+
+  const handleCancelBtnClick = () => {
+    history.push('/accounts');
+  };
+  const handleImportSuccess = () => {
+    history.push('/accounts');
+  };
+
+  return (
+    <DashboardInsider name={'import-accounts'}>
+      <ImportView
+        resource={'accounts'}
+        onCancelClick={handleCancelBtnClick}
+        onImportSuccess={handleImportSuccess}
+      />
+    </DashboardInsider>
+  );
+}

packages/webapp/src/containers/CashFlow/AccountTransactions/AccountTransactionsActionsBar.tsx

@@ -7,6 +7,7 @@ import {
   NavbarDivider,
   Alignment,
 } from '@blueprintjs/core';
+import { useHistory } from 'react-router-dom';
 import {
   Icon,
   DashboardActionsBar,
@@ -48,6 +49,8 @@ function AccountTransactionsActionsBar({
   const addMoneyInOptions = useMemo(() => getAddMoneyInOptions(), []);
   const addMoneyOutOptions = useMemo(() => getAddMoneyOutOptions(), []);
 
+  const history = useHistory();
+
   // Handle money in form
   const handleMoneyInFormTransaction = (account) => {
     openDialog('money-in', {
@@ -64,6 +67,11 @@ function AccountTransactionsActionsBar({
       account_name: account.name,
     });
   };
+  // Handle import button click.
+  const handleImportBtnClick = () => {
+    history.push(`/cashflow-accounts/${accountId}/import`);
+  };
+
   // Refresh cashflow infinity transactions hook.
   const { refresh } = useRefreshCashflowTransactionsInfinity();
 
@@ -106,6 +114,7 @@ function AccountTransactionsActionsBar({
           className={Classes.MINIMAL}
           icon={<Icon icon="file-import-16" iconSize={16} />}
           text={<T id={'import'} />}
+          onClick={handleImportBtnClick}
         />
         <NavbarDivider />
         <DashboardRowsHeightButton

packages/webapp/src/containers/CashFlow/ImportIUncategorizedTransactions/ImportUncategorizedTransactionsPage.tsx

@@ -0,0 +1,32 @@
+// @ts-nocheck
+import { DashboardInsider } from '@/components';
+import { ImportView } from '@/containers/Import/ImportView';
+import { useHistory, useParams } from 'react-router-dom';
+
+export default function ImportUncategorizedTransactions() {
+  const history = useHistory();
+  const params = useParams();
+
+  const handleImportSuccess = () => {
+    history.push(
+      `/cashflow-accounts/${params.id}/transactions?filter=uncategorized`,
+    );
+  };
+  const handleCnacelBtnClick = () => {
+    history.push(
+      `/cashflow-accounts/${params.id}/transactions?filter=uncategorized`,
+    );
+  };
+
+  return (
+    <DashboardInsider name={'import-uncategorized-bank-transactions'}>
+      <ImportView
+        resource={'uncategorized_cashflow_transaction'}
+        params={{ accountId: params.id }}
+        onImportSuccess={handleImportSuccess}
+        onCancelClick={handleCnacelBtnClick}
+        sampleFileName={'sample_bank_transactions'}
+      />
+    </DashboardInsider>
+  );
+}

packages/webapp/src/containers/Customers/CustomersImport.tsx

@@ -0,0 +1,25 @@
+// @ts-nocheck
+import { DashboardInsider } from '@/components';
+import { ImportView } from '../Import/ImportView';
+import { useHistory } from 'react-router-dom';
+
+export default function CustomersImport() {
+  const history = useHistory();
+
+  const handleImportSuccess = () => {
+    history.push('/customers');
+  };
+  const handleCancelBtnClick = () => {
+    history.push('/customers');
+  };
+  return (
+    <DashboardInsider name={'import-customers'}>
+      <ImportView
+        resource={'customers'}
+        onImportSuccess={handleImportSuccess}
+        onCancelClick={handleCancelBtnClick}
+        exampleTitle="Customers Example"
+        />
+    </DashboardInsider>
+  );
+}

packages/webapp/src/containers/Customers/CustomersLanding/CustomersActionsBar.tsx

@@ -95,6 +95,11 @@ function CustomerActionsBar({
     addSetting('customers', 'tableSize', size);
   };
 
+  // Handle import button click.
+  const handleImportBtnClick = () => {
+    history.push('/customers/import');
+  };
+
   return (
     <DashboardActionsBar>
       <NavbarGroup>
@@ -142,6 +147,7 @@ function CustomerActionsBar({
         <Button
           className={Classes.MINIMAL}
           icon={<Icon icon="file-import-16" iconSize={16} />}
+          onClick={handleImportBtnClick}
           text={<T id={'import'} />}
         />
         <Button

packages/webapp/src/containers/Import/ImportFileFooterActions.tsx

@@ -9,9 +9,11 @@ import { useImportFileContext } from './ImportFileProvider';
 
 export function ImportFileUploadFooterActions() {
   const { isSubmitting } = useFormikContext();
-  const { setStep } = useImportFileContext();
+  const { onCancelClick } = useImportFileContext();
 
-  const handleCancelBtnClick = () => {};
+  const handleCancelBtnClick = () => {
+    onCancelClick && onCancelClick();
+  };
 
   return (
     <div className={clsx(CLASSES.PAGE_FORM_FLOATING_ACTIONS, styles.root)}>

packages/webapp/src/containers/Import/ImportFileMapping.tsx

@@ -7,11 +7,15 @@ import { ImportFileMappingForm } from './ImportFileMappingForm';
 import { EntityColumn, useImportFileContext } from './ImportFileProvider';
 import { CLASSES } from '@/constants';
 import { ImportFileContainer } from './ImportFileContainer';
-import styles from './ImportFileMapping.module.scss';
 import { ImportStepperStep } from './_types';
+import { ImportFileMapBootProvider } from './ImportFileMappingBoot';
+import styles from './ImportFileMapping.module.scss';
 
 export function ImportFileMapping() {
+  const { importId } = useImportFileContext();
+
   return (
+    <ImportFileMapBootProvider importId={importId}>
       <ImportFileMappingForm>
         <ImportFileContainer>
           <p>
@@ -34,6 +38,7 @@ export function ImportFileMapping() {
 
         <ImportFileMappingFloatingActions />
       </ImportFileMappingForm>
+    </ImportFileMapBootProvider>
   );
 }
 
@@ -67,6 +72,7 @@ function ImportFileMappingFields() {
     </tr>
   );
   const columns = entityColumns.map(columnMapper);
+
   return <>{columns}</>;
 }
 
@@ -81,7 +87,7 @@ function ImportFileMappingFloatingActions() {
   return (
     <div className={clsx(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}>
       <Group spacing={10}>
-        <Button onClick={handleCancelBtnClick}>Cancel</Button>
+        <Button onClick={handleCancelBtnClick}>Back</Button>
         <Button type="submit" intent={Intent.PRIMARY} loading={isSubmitting}>
           Next
         </Button>

packages/webapp/src/containers/Import/ImportFileMappingBoot.tsx

@@ -0,0 +1,58 @@
+import { Spinner } from '@blueprintjs/core';
+import React, { createContext, useContext } from 'react';
+import { Box } from '@/components';
+import { useImportFileMeta } from '@/hooks/query/import';
+
+interface ImportFileMapBootContextValue {}
+
+const ImportFileMapBootContext = createContext<ImportFileMapBootContextValue>(
+  {} as ImportFileMapBootContextValue,
+);
+
+export const useImportFileMapBootContext = () => {
+  const context = useContext<ImportFileMapBootContextValue>(
+    ImportFileMapBootContext,
+  );
+
+  if (!context) {
+    throw new Error(
+      'useImportFileMapBootContext must be used within an ImportFileMapBootProvider',
+    );
+  }
+  return context;
+};
+
+interface ImportFileMapBootProps {
+  importId: string;
+  children: React.ReactNode;
+}
+
+export const ImportFileMapBootProvider = ({
+  importId,
+  children,
+}: ImportFileMapBootProps) => {
+  const {
+    data: importFile,
+    isLoading: isImportFileLoading,
+    isFetching: isImportFileFetching,
+  } = useImportFileMeta(importId, {
+    enabled: Boolean(importId),
+  });
+
+  const value = {
+    importFile,
+    isImportFileLoading,
+    isImportFileFetching,
+  };
+  return (
+    <ImportFileMapBootContext.Provider value={value}>
+      {isImportFileLoading ? (
+        <Box style={{ padding: '2rem', textAlign: 'center' }}>
+          <Spinner size={26} />
+        </Box>
+      ) : (
+        <>{children}</>
+      )}
+    </ImportFileMapBootContext.Provider>
+  );
+};

packages/webapp/src/containers/Import/ImportFileMappingForm.tsx

@@ -6,6 +6,8 @@ import { useImportFileContext } from './ImportFileProvider';
 import { useMemo } from 'react';
 import { isEmpty, lowerCase } from 'lodash';
 import { AppToaster } from '@/components';
+import { useImportFileMapBootContext } from './ImportFileMappingBoot';
+import { transformToForm } from '@/utils';
 
 interface ImportFileMappingFormProps {
   children: React.ReactNode;
@@ -58,10 +60,23 @@ const transformValueToReq = (value: ImportFileMappingFormValues) => {
   return { mapping };
 };
 
+const transformResToFormValues = (value: { from: string; to: string }[]) => {
+  return value?.reduce((acc, map) => {
+    acc[map.to] = map.from;
+    return acc;
+  }, {});
+};
+
 const useImportFileMappingInitialValues = () => {
+  const { importFile } = useImportFileMapBootContext();
   const { entityColumns, sheetColumns } = useImportFileContext();
 
-  return useMemo(
+  const initialResValues = useMemo(
+    () => transformResToFormValues(importFile?.map || []),
+    [importFile?.map],
+  );
+
+  const initialValues = useMemo(
     () =>
       entityColumns.reduce((acc, { key, name }) => {
         const _name = lowerCase(name);
@@ -75,4 +90,12 @@ const useImportFileMappingInitialValues = () => {
       }, {}),
     [entityColumns, sheetColumns],
   );
+
+  return useMemo(
+    () => ({
+      ...transformToForm(initialResValues, initialValues),
+      ...initialValues,
+    }),
+    [initialValues, initialResValues],
+  );
 };

packages/webapp/src/containers/Import/ImportFilePreview.tsx

@@ -1,7 +1,6 @@
 // @ts-nocheck
 import { Button, Callout, Intent, Text } from '@blueprintjs/core';
 import clsx from 'classnames';
-import { useHistory } from 'react-router-dom';
 import {
   ImportFilePreviewBootProvider,
   useImportFilePreviewBootContext,
@@ -144,12 +143,12 @@ function ImportFilePreviewUnmapped() {
 }
 
 function ImportFilePreviewFloatingActions() {
-  const { importId, setStep } = useImportFileContext();
+  const { importId, setStep, onImportSuccess, onImportFailed } =
+    useImportFileContext();
   const { importPreview } = useImportFilePreviewBootContext();
   const { mutateAsync: importFile, isLoading: isImportFileLoading } =
     useImportFileProcess();
 
-  const history = useHistory();
   const isValidToImport = importPreview?.createdCount > 0;
 
   const handleSubmitBtn = () => {
@@ -161,9 +160,11 @@ function ImportFilePreviewFloatingActions() {
             importPreview.createdCount
           } of ${10} has imported successfully.`,
         });
-        history.push('/accounts');
+        onImportSuccess && onImportSuccess();
       })
-      .catch((error) => {});
+      .catch((error) => {
+        onImportFailed && onImportFailed();
+      });
   };
   const handleCancelBtnClick = () => {
     setStep(ImportStepperStep.Mapping);

packages/webapp/src/containers/Import/ImportFileProvider.tsx

@@ -33,12 +33,36 @@ interface ImportFileContextValue {
   setImportId: Dispatch<SetStateAction<string>>;
 
   resource: string;
+  description?: string;
+  params: Record<string, any>;
+  onImportSuccess?: () => void;
+  onImportFailed?: () => void;
+  onCancelClick?: () => void;
+  sampleFileName?: string;
+
+  exampleDownload?: boolean;
+  exampleTitle?: string;
+  exampleDescription?: string;
 }
 interface ImportFileProviderProps {
   resource: string;
+  description?: string;
+  params: Record<string, any>;
+  onImportSuccess?: () => void;
+  onImportFailed?: () => void;
+  onCancelClick?: () => void;
   children: React.ReactNode;
+  sampleFileName?: string;
+
+  exampleDownload?: boolean;
+  exampleTitle?: string;
+  exampleDescription?: string;
 }
 
+const ExampleDescription =
+  'You can download the sample file to obtain detailed information about the data fields used during the import.';
+const ExampleTitle = 'Table Example';
+
 const ImportFileContext = createContext<ImportFileContextValue>(
   {} as ImportFileContextValue,
 );
@@ -57,6 +81,16 @@ export const useImportFileContext = () => {
 export const ImportFileProvider = ({
   resource,
   children,
+  description,
+  params,
+  onImportFailed,
+  onImportSuccess,
+  onCancelClick,
+  sampleFileName,
+
+  exampleDownload = true,
+  exampleTitle = ExampleTitle,
+  exampleDescription = ExampleDescription,
 }: ImportFileProviderProps) => {
   const [sheetColumns, setSheetColumns] = useState<SheetColumn[]>([]);
   const [entityColumns, setEntityColumns] = useState<SheetColumn[]>([]);
@@ -82,6 +116,18 @@ export const ImportFileProvider = ({
     setImportId,
 
     resource,
+    description,
+    params,
+
+    onImportSuccess,
+    onImportFailed,
+    onCancelClick,
+
+    sampleFileName,
+
+    exampleDownload,
+    exampleTitle,
+    exampleDescription,
   };
 
   return (

packages/webapp/src/containers/Import/ImportFileUploadForm.tsx

@@ -29,7 +29,7 @@ export function ImportFileUploadForm({
   formProps,
 }: ImportFileUploadFormProps) {
   const { mutateAsync: uploadImportFile } = useImportFileUpload();
-  const { setStep, setSheetColumns, setEntityColumns, setImportId } =
+  const { resource, params, setStep, setSheetColumns, setEntityColumns, setImportId } =
     useImportFileContext();
 
   const handleSubmit = (
@@ -41,7 +41,8 @@ export function ImportFileUploadForm({
     setSubmitting(true);
     const formData = new FormData();
     formData.append('file', values.file);
-    formData.append('resource', 'Account');
+    formData.append('resource', resource);
+    formData.append('params', JSON.stringify(params));
 
     uploadImportFile(formData)
       .then(({ data }) => {

packages/webapp/src/containers/Import/ImportFileUploadStep.tsx

@@ -1,22 +1,31 @@
 // @ts-nocheck
+import { Classes } from '@blueprintjs/core';
 import { Stack } from '@/components';
 import { ImportDropzone } from './ImportDropzone';
 import { ImportSampleDownload } from './ImportSampleDownload';
 import { ImportFileUploadForm } from './ImportFileUploadForm';
 import { ImportFileUploadFooterActions } from './ImportFileFooterActions';
 import { ImportFileContainer } from './ImportFileContainer';
+import { useImportFileContext } from './ImportFileProvider';
 
 export function ImportFileUploadStep() {
+  const { exampleDownload } = useImportFileContext();
+
   return (
     <ImportFileUploadForm>
       <ImportFileContainer>
-        <p style={{ marginBottom: 18 }}>
+        <p
-          Download a sample file and compare it to your import file to ensure
+          className={Classes.TEXT_MUTED}
-          you have the file perfect for the import.
+          style={{ marginBottom: 18, lineHeight: 1.6 }}
+        >
+          Download a sample file and compare it with your import file to ensure
+          it is properly formatted. It's not necessary for the columns to be in
+          the same order, you can map them later.
         </p>
+
         <Stack spacing={40}>
           <ImportDropzone />
-          <ImportSampleDownload />
+          {exampleDownload && <ImportSampleDownload />}
         </Stack>
       </ImportFileContainer>
 

packages/webapp/src/containers/Import/ImportPage.tsx

@@ -1,18 +0,0 @@
-// @ts-nocheck
-import { ImportStepper } from './ImportStepper';
-import { Box, DashboardInsider } from '@/components';
-import { ImportFileProvider } from './ImportFileProvider';
-import styles from './ImportPage.module.scss';
-
-
-export default function ImportPage() {
-  return (
-    <DashboardInsider>
-      <Box className={styles.root}>
-        <ImportFileProvider resource="account">
-          <ImportStepper />
-        </ImportFileProvider>
-      </Box>
-    </DashboardInsider>
-  );
-}

packages/webapp/src/containers/Import/ImportSampleDownload.tsx

@@ -1,23 +1,64 @@
 // @ts-nocheck
-import { Box, Group } from '@/components';
+import { AppToaster, Box, Group } from '@/components';
-import { Button } from '@blueprintjs/core';
+import {
+  Button,
+  Intent,
+  Menu,
+  MenuItem,
+  Popover,
+  PopoverInteractionKind,
+} from '@blueprintjs/core';
 import styles from './ImportSampleDownload.module.scss';
+import { useSampleSheetImport } from '@/hooks/query/import';
+import { useImportFileContext } from './ImportFileProvider';
 
 export function ImportSampleDownload() {
+  const { resource, sampleFileName, exampleTitle, exampleDescription } =
+    useImportFileContext();
+  const { mutateAsync: downloadSample } = useSampleSheetImport();
+
+  // Handle download button click.
+  const handleDownloadBtnClick = (format) => () => {
+    downloadSample({
+      filename: sampleFileName || `sample-${resource}`,
+      resource,
+      format: format,
+    })
+      .then(() => {
+        AppToaster.show({
+          intent: Intent.SUCCESS,
+          message: 'The sample sheet has been downloaded successfully.',
+        });
+      })
+      .catch((error) => {});
+  };
+
   return (
     <Group className={styles.root} noWrap>
       <Box>
-        <h3 className={styles.title}>Table Example</h3>
+        <h3 className={styles.title}>{exampleTitle}</h3>
-        <p className={styles.description}>
+        <p className={styles.description}>{exampleDescription}</p>
-          Download a sample file and compare it to your import file to ensure
-          you have the file perfect for the import.
-        </p>
       </Box>
 
       <Box className={styles.buttonWrap}>
+        <Popover
+          content={
+            <Menu>
+              <MenuItem onClick={handleDownloadBtnClick('csv')} text={'CSV'} />
+              <MenuItem
+                onClick={handleDownloadBtnClick('xlsx')}
+                text={'XLSX'}
+              />
+            </Menu>
+          }
+          interactionKind={PopoverInteractionKind.CLICK}
+          placement="bottom-start"
+          minimal
+        >
           <Button minimal outlined>
             Download File
           </Button>
+        </Popover>
       </Box>
     </Group>
   );

packages/webapp/src/containers/Import/ImportView.tsx

@@ -0,0 +1,28 @@
+// @ts-nocheck
+import { ImportStepper } from './ImportStepper';
+import { Box } from '@/components';
+import { ImportFileProvider } from './ImportFileProvider';
+import styles from './ImportView.module.scss';
+
+interface ImportViewProps {
+  resource: string;
+  description?: string;
+  params: Record<string, any>;
+  onImportSuccess?: () => void;
+  onImportFailed?: () => void;
+  onCancelClick?: () => void;
+  sampleFileName?: string;
+  exampleDownload?: boolean;
+  exampleTitle?: string;
+  exampleDescription?: string;
+}
+
+export function ImportView({ ...props }: ImportViewProps) {
+  return (
+    <Box className={styles.root}>
+      <ImportFileProvider {...props}>
+        <ImportStepper />
+      </ImportFileProvider>
+    </Box>
+  );
+}

packages/webapp/src/containers/Import/index.ts

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

packages/webapp/src/containers/Items/ItemsImportable.tsx

@@ -0,0 +1,11 @@
+// @ts-nocheck
+import { DashboardInsider } from '@/components';
+import { ImportView } from '../Import/ImportView';
+
+export default function ItemsImport() {
+  return (
+    <DashboardInsider name={'import-items'}>
+      <ImportView resource={'items'} />
+    </DashboardInsider>
+  );
+}

packages/webapp/src/containers/Vendors/VendorsImport.tsx

@@ -0,0 +1,26 @@
+// @ts-nocheck
+import { useHistory } from 'react-router-dom';
+import { DashboardInsider } from '@/components';
+import { ImportView } from '../Import/ImportView';
+
+export default function VendorsImport() {
+  const history = useHistory();
+
+  const handleImportSuccess = () => {
+    history.push('/vendors');
+  };
+  const handleImportBtnClick = () => {
+    history.push('/vendors');
+  };
+
+  return (
+    <DashboardInsider name={'import-vendors'}>
+      <ImportView
+        resource={'vendors'}
+        onImportSuccess={handleImportSuccess}
+        onCancelClick={handleImportBtnClick}
+        exampleTitle='Vendors Example'
+      />
+    </DashboardInsider>
+  );
+}

packages/webapp/src/containers/Vendors/VendorsLanding/VendorActionsBar.tsx

@@ -83,6 +83,10 @@ function VendorActionsBar({
   const handleTableRowSizeChange = (size) => {
     addSetting('vendors', 'tableSize', size);
   };
+  // Handle import button success.
+  const handleImportBtnSuccess = () => {
+    history.push('/vendors/import');
+  };
   return (
     <DashboardActionsBar>
       <NavbarGroup>
@@ -128,6 +132,7 @@ function VendorActionsBar({
           className={Classes.MINIMAL}
           icon={<Icon icon="file-import-16" iconSize={16} />}
           text={<T id={'import'} />}
+          onClick={handleImportBtnSuccess}
         />
         <Button
           className={Classes.MINIMAL}

packages/webapp/src/hooks/query/import.ts

@@ -2,7 +2,12 @@
 import { useMutation, useQuery, useQueryClient } from 'react-query';
 import useApiRequest from '../useRequest';
 import { transformToCamelCase } from '@/utils';
+import { downloadFile, useDownloadFile } from '../useDownloadFile';
 
+const QueryKeys = {
+  ImportPreview: 'ImportPreview',
+  ImportFileMeta: 'ImportFileMeta',
+};
 /**
  *
  */
@@ -28,22 +33,36 @@ export function useImportFileMapping(props = {}) {
     {
       onSuccess: (res, id) => {
         // Invalidate queries.
+        queryClient.invalidateQueries([QueryKeys.ImportPreview]);
+        queryClient.invalidateQueries([QueryKeys.ImportFileMeta]);
       },
       ...props,
     },
   );
 }
+
 export function useImportFilePreview(importId: string, props = {}) {
   const queryClient = useQueryClient();
   const apiRequest = useApiRequest();
 
-  return useQuery(['importPreview', importId], () =>
+  return useQuery([QueryKeys.ImportPreview, importId], () =>
     apiRequest
       .get(`import/${importId}/preview`)
       .then((res) => transformToCamelCase(res.data)),
   );
 }
 
+export function useImportFileMeta(importId: string, props = {}) {
+  const queryClient = useQueryClient();
+  const apiRequest = useApiRequest();
+
+  return useQuery([QueryKeys.ImportFileMeta, importId], () =>
+    apiRequest
+      .get(`import/${importId}`)
+      .then((res) => transformToCamelCase(res.data)),
+  );
+}
+
 /**
  *
  */
@@ -61,3 +80,40 @@ export function useImportFileProcess(props = {}) {
     },
   );
 }
+
+interface SampleSheetImportQuery {
+  resource: string;
+  filename: string;
+  format: 'xlsx' | 'csv';
+}
+
+/**
+ * Initiates a download of the balance sheet in XLSX format.
+ * @param {Object} query - The query parameters for the request.
+ * @param {Object} args - Additional configurations for the download.
+ * @returns {Function} A function to trigger the file download.
+ */
+export const useSampleSheetImport = () => {
+  const apiRequest = useApiRequest();
+
+  return useMutation<void, AxiosError, IArgs>(
+    (data: SampleSheetImportQuery) => {
+      return apiRequest
+        .get('/import/sample', {
+          responseType: 'blob',
+          headers: {
+            accept:
+              data.format === 'xlsx' ? 'application/xlsx' : 'application/csv',
+          },
+          params: {
+            resource: data.resource,
+            format: data.format,
+          },
+        })
+        .then((res) => {
+          downloadFile(res.data, `${data.filename}.${data.format}`);
+          return res;
+        });
+    },
+  );
+};

packages/webapp/src/routes/dashboard.tsx

@@ -6,13 +6,11 @@ import { RESOURCES_TYPES } from '@/constants/resourcesTypes';
 const SUBSCRIPTION_TYPE = {
   MAIN: 'main',
 };
-// const BASE_URL = '/dashboard';
-
 export const getDashboardRoutes = () => [
   // Accounts.
   {
     path: '/accounts/import',
-    component: lazy(() => import('@/containers/Import/ImportPage')),
+    component: lazy(() => import('@/containers/Accounts/AccountsImport')),
     breadcrumb: 'Accounts Import',
     pageTitle: 'Accounts Import',
   },
@@ -77,6 +75,7 @@ export const getDashboardRoutes = () => [
   },
 
   // Items.
+  
   {
     path: `/items/:id/edit`,
     component: lazy(() => import('@/containers/Items/ItemFormPage')),
@@ -512,8 +511,20 @@ export const getDashboardRoutes = () => [
     hotkey: 'shift+x',
     subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
   },
-
   // Customers
+  {
+    path: `/customers/import`,
+    component: lazy(
+      () =>
+        import(
+          '@/containers/Customers/CustomersImport'
+        ),
+    ),
+    backLink: true,
+    pageTitle: 'Customers Import',
+    subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
+    defaultSearchResource: RESOURCES_TYPES.CUSTOMER,
+  },
   {
     path: `/customers/:id/edit`,
     component: lazy(
@@ -564,6 +575,16 @@ export const getDashboardRoutes = () => [
   },
 
   // Vendors
+  {
+    path: `/vendors/import`,
+    component: lazy(
+      () => import('@/containers/Vendors/VendorsImport'),
+    ),
+    backLink: true,
+    pageTitle: 'Vendors Import',
+    subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
+    defaultSearchResource: RESOURCES_TYPES.VENDOR,
+  },
   {
     path: `/vendors/:id/edit`,
     component: lazy(
@@ -1031,6 +1052,19 @@ export const getDashboardRoutes = () => [
     subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
     defaultSearchResource: RESOURCES_TYPES.ACCOUNT,
   },
+  {
+    path: `/cashflow-accounts/:id/import`,
+    component: lazy(
+      () =>
+        import(
+          '@/containers/CashFlow/ImportIUncategorizedTransactions/ImportUncategorizedTransactionsPage'
+        ),
+    ),
+    backLink: true,
+    pageTitle: 'Bank Transactions Import',
+    subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
+    defaultSearchResource: RESOURCES_TYPES.ACCOUNT,
+  },
   {
     path: `/cashflow-accounts`,
     component: lazy(