Merge branch 'develop' into big-105-convert-invoice-status-after-sending-mail-notification

.env.example

@@ -58,3 +58,9 @@ GOTENBERG_DOCS_URL=http://server:3000/public/
 # Gotenberg API - (development)
 # GOTENBERG_URL=http://localhost:9000
 # GOTENBERG_DOCS_URL=http://host.docker.internal:3000/public/
+
+# Exchange Rate Service
+EXCHANGE_RATE_SERVICE=open-exchange-rate
+
+# Open Exchange Rate
+OPEN_EXCHANGE_RATE_APP_ID=

CHANGELOG.md

@@ -2,6 +2,27 @@
 
 All notable changes to Bigcapital server-side will be in this file.
 
+## [0.14.0] - 30-01-2024
+
+* feat: purchases by items exporting by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/327
+* fix: expense amounts should not be rounded by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/339
+* feat: get latest exchange rate from third party services by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/340
+* fix(webapp): inconsistency in currency of universal search items by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/335
+* hotfix: editing sales and expense transactions don't reflect GL entries by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/342
+
+## [0.13.3] - 22-01-2024
+
+* hotfix(server): Unhandled thrown errors of services by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/329
+
+## [0.13.2] - 21-01-2024
+
+* feat: show customer / vendor balance. by @asenawritescode in https://github.com/bigcapitalhq/bigcapital/pull/311
+* feat: inventory valuation csv and xlsx export by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/308
+* feat: sales by items export csv & xlsx by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/310
+* fix(server): the invoice and payment receipt printing by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/315
+* fix: get cashflow transaction broken cause transaction type by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/318
+* fix: `AccountActivateAlert` import by @xprnio in https://github.com/bigcapitalhq/bigcapital/pull/322
+
 ## [0.13.1] - 15-01-2024
 
 * feat(webapp): add approve/reject to action bar of estimate details dr… by @ANasouf in https://github.com/bigcapitalhq/bigcapital/pull/304

packages/server/resources/scss/modules/financial-sheet.scss

@@ -0,0 +1,57 @@
+@import "../base.scss";
+
+html,
+body {
+  font-size: 14px;
+}
+body{
+  font-weight: 400;
+  letter-spacing: 0;
+  line-height: 1.28581;
+  text-transform: none;
+  color: #000;
+  font-family: Segoe UI, Roboto, Oxygen, Ubuntu, Cantarell, Open Sans, Helvetica Neue, Icons16, sans-serif;
+}
+.sheet{
+  padding: 20px;
+}
+.sheet__company-name{
+  margin: 0;
+  font-size: 1.4rem;
+}
+.sheet__sheet-type {
+  margin: 0
+}
+.sheet__sheet-date {
+  margin-top: 0.35rem;
+}
+
+.sheet__header {
+  text-align: center;
+  margin-bottom: 1rem;
+}
+
+.sheet__table {
+  border-top: 1px solid #000;
+  table-layout: fixed;
+  border-spacing: 0;
+  text-align: left;
+  font-size: inherit;
+  width: 100%;
+}
+
+.sheet__table thead th {
+  color: #000;
+  border-bottom: 1px solid #000000;
+  padding: 0.5rem;
+}
+
+.sheet__table tbody td {
+  border-bottom: 0;
+  padding-top: 0.28rem;
+  padding-bottom: 0.28rem;
+  padding-left: 0.5rem;
+  padding-right: 0.5rem;
+  color: #252A31;
+  border-bottom: 1px solid transparent;
+}

packages/server/resources/views/modules/financial-sheet.pug

@@ -0,0 +1,24 @@
+block head
+  style 
+    include ../../css/modules/financial-sheet.css
+
+style.
+  !{customCSS}
+
+block content 
+  .sheet 
+    .sheet__header 
+      .sheet__company-name=organizationName
+      .sheet__sheet-type=sheetName
+      .sheet__sheet-date=sheetDate
+
+    table.sheet__table
+      thead
+        tr
+          each column in table.columns
+            th(style=column.style class='column--' + column.key)= column.label
+      tbody
+        each row in table.rows
+          tr(class=row.classNames)
+            each cell in row.cells 
+              td(class='cell--' + cell.key)!= cell.value

packages/server/scripts/gulpConfig.js

@@ -66,12 +66,10 @@ module.exports = {
         // sourcemaps: true, // Allow to enable/disable sourcemaps or pass object to configure it.
         // minify: true, // Allow to enable/disable minify the source.
       },
-    //   {
+      {
-    //     src: './assets/sass/editor-style.scss',
+        src: `${RESOURCES_PATH}/scss/modules/financial-sheet.scss`,
-    //     dest: './assets/css',
+        dest: `${RESOURCES_PATH}/css/modules`,
-    //     sourcemaps: true,
+      },
-    //     minify: true,
-    //   },
     ],
     // RTL builds.
     rtl: [

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 { EchangeRateErrors } from '@/lib/ExchangeRate/types';
-import DynamicListingService from '@/services/DynamicListing/DynamicListService';
+import { ExchangeRateApplication } from '@/services/ExchangeRates/ExchangeRateApplication';
 
 @Service()
 export default class ExchangeRatesController extends BaseController {
   @Inject()
-  exchangeRatesService: ExchangeRatesService;
+  private exchangeRatesApp: ExchangeRateApplication;
-
-  @Inject()
-  dynamicListService: DynamicListingService;
 
   /**
    * Constructor method.
@@ -22,164 +19,40 @@ export default class ExchangeRatesController extends BaseController {
     const router = Router();
 
     router.get(
-      '/',
+      '/latest',
-      [...this.exchangeRatesListSchema],
+      [
+        oneOf([
+          query('to_currency').exists().isString().isISO4217(),
+          query('from_currency').exists().isString().isISO4217(),
+        ]),
+      ],
       this.validationResult,
-      asyncMiddleware(this.exchangeRates.bind(this)),
+      asyncMiddleware(this.latestExchangeRate.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)),
       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 = {
+    const exchangeRateQuery = this.matchedQueryData(req);
-      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);
 
     try {
-      const exchangeRate = await this.exchangeRatesService.newExchangeRate(
+      const exchangeRate = await this.exchangeRatesApp.latest(
         tenantId,
-        exchangeRateDTO
+        exchangeRateQuery
       );
-      return res.status(200).send({ id: exchangeRate.id });
+      return res.status(200).send(exchangeRate);
-    } 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 });
     } 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') {
+      if (EchangeRateErrors.EX_RATE_INVALID_BASE_CURRENCY === error.errorType) {
-        return res.status(404).send({
-          errors: [{ type: 'EXCHANGE.RATE.NOT.FOUND', code: 200 }],
-        });
-      }
-      if (error.errorType === 'NOT_FOUND_EXCHANGE_RATES') {
         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.',
+            },
+          ],
         });
-      }
+      } else if (
-      if (error.errorType === 'EXCHANGE_RATE_PERIOD_EXISTS') {
+        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

@@ -16,7 +16,7 @@ export default class GeneralLedgerReportController extends BaseFinancialReportCo
   /**
    * Router constructor.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -32,7 +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(),
@@ -61,7 +61,7 @@ export default class GeneralLedgerReportController extends BaseFinancialReportCo
    * @param {Request} req -
    * @param {Response} res -
    */
-  async generalLedger(req: Request, res: Response, next: NextFunction) {
+  private async generalLedger(req: Request, res: Response, next: NextFunction) {
     const { tenantId } = req;
     const filter = this.matchedQueryData(req);
     const accept = this.accepts(req);
@@ -71,6 +71,7 @@ export default class GeneralLedgerReportController extends BaseFinancialReportCo
       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) {
@@ -95,6 +96,17 @@ export default class GeneralLedgerReportController extends BaseFinancialReportCo
         '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,
+      });
+      return res.send(pdfContent);
       // Retrieves the json format.
     } else {
       const sheet = await this.generalLedgerApplication.sheet(tenantId, filter);

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

@@ -79,6 +79,7 @@ export default class InventoryValuationReportController extends BaseFinancialRep
       ACCEPT_TYPE.APPLICATION_JSON_TABLE,
       ACCEPT_TYPE.APPLICATION_XLSX,
       ACCEPT_TYPE.APPLICATION_CSV,
+      ACCEPT_TYPE.APPLICATION_PDF,
     ]);
 
     // Retrieves the json table format.
@@ -104,6 +105,15 @@ export default class InventoryValuationReportController extends BaseFinancialRep
         '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,
+      });
+      return res.status(200).send(pdfContent);
       // Retrieves the json format.
     } else {
       const { data, query, meta } = await this.inventoryValuationApp.sheet(

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

@@ -72,6 +72,7 @@ export default class JournalSheetController extends BaseFinancialReportControlle
       ACCEPT_TYPE.APPLICATION_JSON_TABLE,
       ACCEPT_TYPE.APPLICATION_XLSX,
       ACCEPT_TYPE.APPLICATION_CSV,
+      ACCEPT_TYPE.APPLICATION_PDF,
     ]);
 
     // Retrieves the json table format.
@@ -97,6 +98,14 @@ export default class JournalSheetController extends BaseFinancialReportControlle
       );
       return res.send(buffer);
       // Retrieves the json format.
+    } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent = await this.journalSheetApp.pdf(tenantId, filter);
+
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      res.send(pdfContent);
     } else {
       const sheet = await this.journalSheetApp.sheet(tenantId, filter);
 

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

@@ -75,8 +75,8 @@ export default class PurchasesByItemReportController extends BaseFinancialReport
       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);
@@ -100,6 +100,15 @@ export default class PurchasesByItemReportController extends BaseFinancialReport
         '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,
+      });
+      return res.send(pdfContent);
       // Json response format.
     } else {
       const sheet = await this.purchasesByItemsApp.sheet(tenantId, filter);

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

@@ -11,7 +11,7 @@ import { SalesByItemsApplication } from '@/services/FinancialStatements/SalesByI
 @Service()
 export default class SalesByItemsReportController extends BaseFinancialReportController {
   @Inject()
-  salesByItemsApp: SalesByItemsApplication;
+  private salesByItemsApp: SalesByItemsApplication;
 
   /**
    * Router constructor.
@@ -71,6 +71,7 @@ export default class SalesByItemsReportController extends BaseFinancialReportCon
       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) {
@@ -96,6 +97,14 @@ export default class SalesByItemsReportController extends BaseFinancialReportCon
       );
       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,
+      });
+      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

@@ -560,6 +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/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,
+        vendorCreditId,
-        vendorCreditEditDTO,
+        vendorCreditEditDTO
-        user
       );
 
       return res.status(200).send({
-        id: billId,
+        id: vendorCreditId,
         message: 'The vendor credit has been edited successfully.',
       });
     } catch (error) {

packages/server/src/config/index.ts

@@ -169,4 +169,14 @@ 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,
+    }
+  }
 };

packages/server/src/interfaces/APAgingSummaryReport.ts

@@ -5,6 +5,7 @@ import {
   IAgingSummaryContact,
   IAgingSummaryData,
 } from './AgingReport';
+import { IFinancialSheetCommonMeta } from './FinancialStatements';
 import { IFinancialTable } from './Table';
 
 export interface IAPAgingSummaryQuery extends IAgingSummaryQuery {
@@ -23,17 +24,22 @@ export interface IAPAgingSummaryData extends IAgingSummaryData {
 
 export type IAPAgingSummaryColumns = IAgingPeriod[];
 
-export interface IARAgingSummaryMeta {
+export interface IARAgingSummaryMeta extends IFinancialSheetCommonMeta {
-  baseCurrency: string;
+  formattedAsDate: string;
-  organizationName: string;
 }
 
-export interface IAPAgingSummaryMeta {
+export interface IAPAgingSummaryMeta extends IFinancialSheetCommonMeta {
-  baseCurrency: string;
+  formattedAsDate: string;
-  organizationName: 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/AgingReport.ts

@@ -1,5 +1,7 @@
-
+import {
-import { INumberFormatQuery } from './FinancialStatements';
+  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 {
+export interface IBalanceSheetMeta extends IFinancialSheetCommonMeta {
-  isCostComputeRunning: boolean;
+  formattedAsDate: string;
-  organizationName: string;
+  formattedDateRange: string;
-  baseCurrency: 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';
@@ -80,7 +83,7 @@ export interface ICashFlowStatementAggregateSection
 export interface ICashFlowCashBeginningNode
   extends ICashFlowStatementCommonSection {
   sectionType: ICashFlowStatementSectionType.CASH_AT_BEGINNING;
-  }
+}
 
 export type ICashFlowStatementSection =
   | ICashFlowStatementAccountSection
@@ -89,10 +92,10 @@ export type ICashFlowStatementSection =
   | ICashFlowStatementCommonSection;
 
 export interface ICashFlowStatementColumn {}
-export interface ICashFlowStatementMeta {
+export interface ICashFlowStatementMeta extends IFinancialSheetCommonMeta {
-  isCostComputeRunning: boolean;
+  formattedToDate: string;
-  organizationName: string;
+  formattedFromDate: string;
-  baseCurrency: string;
+  formattedDateRange: string;
 }
 
 export interface ICashFlowStatementDOO {

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 {
+export interface EchangeRateLatestPOJO {
-  id: number,
+  baseCurrency: string;
-  currencyCode: string,
+  toCurrency: string;
-  exchangeRate: number,
+  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>;
-};

packages/server/src/interfaces/FinancialStatements.ts

@@ -43,3 +43,12 @@ 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

@@ -1,90 +1,88 @@
-import { IFinancialTable } from "./Table";
+import { IFinancialSheetCommonMeta } from './FinancialStatements';
-
+import { IFinancialTable } from './Table';
 
 export interface IGeneralLedgerSheetQuery {
-  fromDate: Date | string,
+  fromDate: Date | string;
-  toDate: Date | string,
+  toDate: Date | string;
-  basis: string,
+  basis: string;
   numberFormat: {
-    noCents: boolean,
+    noCents: boolean;
-    divideOn1000: boolean,
+    divideOn1000: boolean;
-  },
+  };
-  noneTransactions: boolean,
+  noneTransactions: boolean;
-  accountsIds: number[],
+  accountsIds: number[];
   branchesIds?: number[];
-};
+}
 
 export interface IGeneralLedgerSheetAccountTransaction {
-  id: number,
+  id: number;
 
-  amount: number,
+  amount: number;
-  runningBalance: number,
+  runningBalance: number;
-  credit: number,
+  credit: number;
-  debit: number,
+  debit: number;
 
-  formattedAmount: string,
+  formattedAmount: string;
-  formattedCredit: string,
+  formattedCredit: string;
-  formattedDebit: string,
+  formattedDebit: string;
-  formattedRunningBalance: string,
+  formattedRunningBalance: string;
 
-  currencyCode: string,
+  currencyCode: string;
-  note?: string,
+  note?: string;
 
-  transactionType?: string,
+  transactionType?: string;
-  transactionNumber: string,
+  transactionNumber: string;
 
-  referenceId?: number,
+  referenceId?: number;
-  referenceType?: string,
+  referenceType?: string;
 
-  date: Date|string,
+  date: Date | string;
   dateFormatted: string;
-};
+}
 
 export interface IGeneralLedgerSheetAccountBalance {
-  date: Date|string,
+  date: Date | string;
-  amount: number,
+  amount: number;
-  formattedAmount: string,
+  formattedAmount: string;
-  currencyCode: string,
+  currencyCode: string;
 }
 
 export interface IGeneralLedgerSheetAccount {
-  id: number,
+  id: number;
-  name: string,
+  name: string;
-  code: string,
+  code: string;
-  index: number,
+  index: number;
-  parentAccountId: number,
+  parentAccountId: number;
-  transactions: IGeneralLedgerSheetAccountTransaction[],
+  transactions: IGeneralLedgerSheetAccountTransaction[];
-  openingBalance: IGeneralLedgerSheetAccountBalance,
+  openingBalance: IGeneralLedgerSheetAccountBalance;
-  closingBalance: IGeneralLedgerSheetAccountBalance,
+  closingBalance: IGeneralLedgerSheetAccountBalance;
 }
 
 export type IGeneralLedgerSheetData = IGeneralLedgerSheetAccount[];
 
 export interface IAccountTransaction {
-  id: number,
+  id: number;
-  index: number,
+  index: number;
-  draft: boolean,
+  draft: boolean;
-  note: string,
+  note: string;
-  accountId: number,
+  accountId: number;
-  transactionType: string,
+  transactionType: string;
-  referenceType: string,
+  referenceType: string;
-  referenceId: number,
+  referenceId: number;
-  contactId: number,
+  contactId: number;
-  contactType: string,
+  contactType: string;
-  credit: number,
+  credit: number;
-  debit: number,
+  debit: number;
-  date: string|Date,
+  date: string | Date;
-  createdAt: string|Date,
+  createdAt: string | Date;
-  updatedAt: string|Date,
+  updatedAt: string | Date;
 }
 
-export interface IGeneralLedgerMeta {
+export interface IGeneralLedgerMeta extends IFinancialSheetCommonMeta {
-  isCostComputeRunning: boolean,
+  formattedFromDate: string;
-  organizationName: string,
+  formattedToDate: string;
-  baseCurrency: string,
+  formattedDateRange: string;
-  fromDate: string;
+}
-  toDate: string;
-};
 
 export interface IGeneralLedgerTableData extends IFinancialTable {
   meta: IGeneralLedgerMeta;

packages/server/src/interfaces/IInventoryValuationSheet.ts

@@ -1,4 +1,7 @@
-import { INumberFormatQuery } from './FinancialStatements';
+import {
+  IFinancialSheetCommonMeta,
+  INumberFormatQuery,
+} from './FinancialStatements';
 import { IFinancialTable } from './Table';
 
 export interface IInventoryValuationReportQuery {
@@ -13,10 +16,10 @@ export interface IInventoryValuationReportQuery {
   branchesIds?: number[];
 }
 
-export interface IInventoryValuationSheetMeta {
+export interface IInventoryValuationSheetMeta
-  organizationName: string;
+  extends IFinancialSheetCommonMeta {
-  baseCurrency: string;
+  formattedAsDate: string;
-  isCostComputeRunning: boolean;
+  formattedDateRange: string;
 }
 
 export interface IInventoryValuationItem {

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 {
+export interface IInventoryItemDetailMeta extends IFinancialSheetCommonMeta {
-  isCostComputeRunning: boolean;
+  formattedFromDate: string;
-  organizationName: string;
+  formattedToDay: string;
-  baseCurrency: string;
+  formattedDateRange: string;
 }
 
 export interface IInvetoryItemDetailDOO {

packages/server/src/interfaces/JournalReport.ts

@@ -1,3 +1,4 @@
+import { IFinancialSheetCommonMeta } from './FinancialStatements';
 import { IJournalEntry } from './Journal';
 import { IFinancialTable } from './Table';
 
@@ -32,10 +33,10 @@ export interface IJournalReport {
   entries: IJournalReportEntriesGroup[];
 }
 
-export interface IJournalSheetMeta {
+export interface IJournalSheetMeta extends IFinancialSheetCommonMeta {
-  isCostComputeRunning: boolean;
+  formattedDateRange: string;
-  organizationName: string;
+  formattedFromDate: string;
-  baseCurrency: string;
+  formattedToDate: string;
 }
 
 export interface IJournalTable extends IFinancialTable {

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 {
+export interface IProfitLossSheetMeta extends IFinancialSheetCommonMeta{
-  isCostComputeRunning: boolean;
+  formattedDateRange: string;
-  organizationName: string;
+  formattedFromDate: string;
-  baseCurrency: string;
+  formattedToDate: string;
 }
 
 // ------------------------------------------------

packages/server/src/interfaces/PurchasesByItemsSheet.ts

@@ -1,4 +1,7 @@
-import { INumberFormatQuery } from './FinancialStatements';
+import {
+  IFinancialSheetCommonMeta,
+  INumberFormatQuery,
+} from './FinancialStatements';
 import { IFinancialTable } from './Table';
 
 export interface IPurchasesByItemsReportQuery {
@@ -10,9 +13,10 @@ export interface IPurchasesByItemsReportQuery {
   onlyActive: boolean;
 }
 
-export interface IPurchasesByItemsSheetMeta {
+export interface IPurchasesByItemsSheetMeta extends IFinancialSheetCommonMeta {
-  organizationName: string;
+  formattedFromDate: string;
-  baseCurrency: string;
+  formattedToDate: string;
+  formattedDateRange: string;
 }
 
 export interface IPurchasesByItemsItem {

packages/server/src/interfaces/SalesByItemsSheet.ts

@@ -1,4 +1,7 @@
-import { INumberFormatQuery } from './FinancialStatements';
+import {
+  IFinancialSheetCommonMeta,
+  INumberFormatQuery,
+} from './FinancialStatements';
 import { IFinancialTable } from './Table';
 
 export interface ISalesByItemsReportQuery {
@@ -10,9 +13,10 @@ export interface ISalesByItemsReportQuery {
   onlyActive: boolean;
 }
 
-export interface ISalesByItemsSheetMeta {
+export interface ISalesByItemsSheetMeta extends IFinancialSheetCommonMeta {
-  organizationName: string;
+  formattedFromDate: string;
-  baseCurrency: string;
+  formattedToDate: string;
+  formattedDateRange: string;
 }
 
 export interface ISalesByItemsItem {

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  {
+export interface SalesTaxLiabilitySummaryMeta extends IFinancialSheetCommonMeta  {
-  organizationName: string;
+  formattedFromDate: string;
-  baseCurrency: 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 {
+export interface ITrialBalanceSheetMeta extends IFinancialSheetCommonMeta {
-  isCostComputeRunning: boolean;
+  formattedFromDate: string;
-  organizationName: string;
+  formattedToDate: string;
-  baseCurrency: 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/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/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/services/CreditNotes/CreditNoteTransformer.ts

@@ -14,6 +14,7 @@ export class CreditNoteTransformer extends Transformer {
       'formattedCreditNoteDate',
       'formattedAmount',
       'formattedCreditsUsed',
+      'formattedSubtotal',
       'entries',
     ];
   };
@@ -60,6 +61,15 @@ export class CreditNoteTransformer extends Transformer {
     });
   };
 
+  /**
+   * Retrieves the formatted subtotal.
+   * @param {ICreditNote} credit
+   * @returns {string}
+   */
+  protected formattedSubtotal = (credit): string => {
+    return formatNumber(credit.amount, { money: false });
+  };
+
   /**
    * Retrieves the entries of the credit note.
    * @param {ICreditNote} credit

packages/server/src/services/CreditNotes/EditCreditNote.ts

@@ -80,7 +80,7 @@ export default class EditCreditNote extends BaseCreditNotes {
       } as ICreditNoteEditingPayload);
 
       // Saves the credit note graph to the storage.
-      const creditNote = await CreditNote.query(trx).upsertGraph({
+      const creditNote = await CreditNote.query(trx).upsertGraphAndFetch({
         id: creditNoteId,
         ...creditNoteModel,
       });

packages/server/src/services/ExchangeRates/ExchangeRateApplication.ts

@@ -0,0 +1,21 @@
+import { Inject } from 'typedi';
+import { ExchangeRatesService } from './ExchangeRatesService';
+import { EchangeRateLatestPOJO, ExchangeRateLatestDTO } from '@/interfaces';
+
+export class ExchangeRateApplication {
+  @Inject()
+  private exchangeRateService: ExchangeRatesService;
+
+  /**
+   * Gets the latest exchange rate.
+   * @param {number} tenantId
+   * @param {ExchangeRateLatestDTO} exchangeRateLatestDTO
+   * @returns {Promise<EchangeRateLatestPOJO>}
+   */
+  public latest(
+    tenantId: number,
+    exchangeRateLatestDTO: ExchangeRateLatestDTO
+  ): Promise<EchangeRateLatestPOJO> {
+    return this.exchangeRateService.latest(tenantId, exchangeRateLatestDTO);
+  }
+}

packages/server/src/services/ExchangeRates/ExchangeRatesService.ts

@@ -1,193 +1,37 @@
-import moment from 'moment';
+import { Service } from 'typedi';
-import { difference } from 'lodash';
+import { ExchangeRate } from '@/lib/ExchangeRate/ExchangeRate';
-import { Service, Inject } from 'typedi';
+import { ExchangeRateServiceType } from '@/lib/ExchangeRate/types';
-import { ServiceError } from '@/exceptions';
+import { EchangeRateLatestPOJO, ExchangeRateLatestDTO } from '@/interfaces';
-import DynamicListingService from '@/services/DynamicListing/DynamicListService';
+import { TenantMetadata } from '@/system/models';
-import {
-  EventDispatcher,
-  EventDispatcherInterface,
-} from 'decorators/eventDispatcher';
-import {
-  IExchangeRateDTO,
-  IExchangeRate,
-  IExchangeRatesService,
-  IExchangeRateEditDTO,
-  IExchangeRateFilter,
-} from '@/interfaces';
-import TenancyService from '@/services/Tenancy/TenancyService';
-
-const ERRORS = {
-  NOT_FOUND_EXCHANGE_RATES: 'NOT_FOUND_EXCHANGE_RATES',
-  EXCHANGE_RATE_PERIOD_EXISTS: 'EXCHANGE_RATE_PERIOD_EXISTS',
-  EXCHANGE_RATE_NOT_FOUND: 'EXCHANGE_RATE_NOT_FOUND',
-};
 
 @Service()
-export default class ExchangeRatesService implements IExchangeRatesService {
+export class ExchangeRatesService {
-  @Inject('logger')
-  logger: any;
-
-  @EventDispatcher()
-  eventDispatcher: EventDispatcherInterface;
-
-  @Inject()
-  tenancy: TenancyService;
-
-  @Inject()
-  dynamicListService: DynamicListingService;
-
   /**
-   * Creates a new exchange rate.
+   * Gets the latest exchange rate.
    * @param {number} tenantId
-   * @param {IExchangeRateDTO} exchangeRateDTO
+   * @param {number} exchangeRateLatestDTO
-   * @returns {Promise<IExchangeRate>}
+   * @returns {EchangeRateLatestPOJO}
    */
-  public async newExchangeRate(
+  public async latest(
     tenantId: number,
-    exchangeRateDTO: IExchangeRateDTO
+    exchangeRateLatestDTO: ExchangeRateLatestDTO
-  ): Promise<IExchangeRate> {
+  ): Promise<EchangeRateLatestPOJO> {
-    const { ExchangeRate } = this.tenancy.models(tenantId);
+    const organization = await TenantMetadata.query().findOne({ tenantId });
 
-    this.logger.info('[exchange_rates] trying to insert new exchange rate.', {
+    // Assign the organization base currency as a default currency
-      tenantId,
+    // if no currency is provided
-      exchangeRateDTO,
+    const fromCurrency =
-    });
+      exchangeRateLatestDTO.fromCurrency || organization.baseCurrency;
-    await this.validateExchangeRatePeriodExistance(tenantId, exchangeRateDTO);
+    const toCurrency =
+      exchangeRateLatestDTO.toCurrency || organization.baseCurrency;
 
-    const exchangeRate = await ExchangeRate.query().insertAndFetch({
+    const exchange = new ExchangeRate(ExchangeRateServiceType.OpenExchangeRate);
-      ...exchangeRateDTO,
+    const exchangeRate = await exchange.latest(fromCurrency, toCurrency);
-      date: moment(exchangeRateDTO.date).format('YYYY-MM-DD'),
-    });
-    this.logger.info('[exchange_rates] inserted successfully.', {
-      tenantId,
-      exchangeRateDTO,
-    });
-    return exchangeRate;
-  }
 
-  /**
+    return {
-   * Edits the exchange rate details.
+      baseCurrency: fromCurrency,
-   * @param {number} tenantId - Tenant id.
+      toCurrency: exchangeRateLatestDTO.toCurrency,
-   * @param {number} exchangeRateId - Exchange rate id.
+      exchangeRate,
-   * @param {IExchangeRateEditDTO} editExRateDTO - Edit exchange rate DTO.
+    };
-   */
-  public async editExchangeRate(
-    tenantId: number,
-    exchangeRateId: number,
-    editExRateDTO: IExchangeRateEditDTO
-  ): Promise<void> {
-    const { ExchangeRate } = this.tenancy.models(tenantId);
-
-    this.logger.info('[exchange_rates] trying to edit exchange rate.', {
-      tenantId,
-      exchangeRateId,
-      editExRateDTO,
-    });
-    await this.validateExchangeRateExistance(tenantId, exchangeRateId);
-
-    await ExchangeRate.query()
-      .where('id', exchangeRateId)
-      .update({ ...editExRateDTO });
-    this.logger.info('[exchange_rates] exchange rate edited successfully.', {
-      tenantId,
-      exchangeRateId,
-      editExRateDTO,
-    });
-  }
-
-  /**
-   * Deletes the given exchange rate.
-   * @param {number} tenantId - Tenant id.
-   * @param {number} exchangeRateId - Exchange rate id.
-   */
-  public async deleteExchangeRate(
-    tenantId: number,
-    exchangeRateId: number
-  ): Promise<void> {
-    const { ExchangeRate } = this.tenancy.models(tenantId);
-    await this.validateExchangeRateExistance(tenantId, exchangeRateId);
-
-    await ExchangeRate.query().findById(exchangeRateId).delete();
-  }
-
-  /**
-   * Listing exchange rates details.
-   * @param {number} tenantId - Tenant id.
-   * @param {IExchangeRateFilter} exchangeRateFilter - Exchange rates list filter.
-   */
-  public async listExchangeRates(
-    tenantId: number,
-    exchangeRateFilter: IExchangeRateFilter
-  ): Promise<void> {
-    const { ExchangeRate } = this.tenancy.models(tenantId);
-    const dynamicFilter = await this.dynamicListService.dynamicList(
-      tenantId,
-      ExchangeRate,
-      exchangeRateFilter
-    );
-    // Retrieve exchange rates by the given query.
-    const exchangeRates = await ExchangeRate.query()
-      .onBuild((query) => {
-        dynamicFilter.buildQuery()(query);
-      })
-      .pagination(exchangeRateFilter.page - 1, exchangeRateFilter.pageSize);
-
-    return exchangeRates;
-  }
-
-  /**
-   * Validates period of the exchange rate existance.
-   * @param {number} tenantId - Tenant id.
-   * @param {IExchangeRateDTO} exchangeRateDTO - Exchange rate DTO.
-   * @return {Promise<void>}
-   */
-  private async validateExchangeRatePeriodExistance(
-    tenantId: number,
-    exchangeRateDTO: IExchangeRateDTO
-  ): Promise<void> {
-    const { ExchangeRate } = this.tenancy.models(tenantId);
-
-    this.logger.info('[exchange_rates] trying to validate period existance.', {
-      tenantId,
-    });
-    const foundExchangeRate = await ExchangeRate.query()
-      .where('currency_code', exchangeRateDTO.currencyCode)
-      .where('date', exchangeRateDTO.date);
-
-    if (foundExchangeRate.length > 0) {
-      this.logger.info('[exchange_rates] given exchange rate period exists.', {
-        tenantId,
-      });
-      throw new ServiceError(ERRORS.EXCHANGE_RATE_PERIOD_EXISTS);
-    }
-  }
-
-  /**
-   * Validate the given echange rate id existance.
-   * @param {number} tenantId - Tenant id.
-   * @param {number} exchangeRateId - Exchange rate id.
-   * @returns {Promise<void>}
-   */
-  private async validateExchangeRateExistance(
-    tenantId: number,
-    exchangeRateId: number
-  ) {
-    const { ExchangeRate } = this.tenancy.models(tenantId);
-
-    this.logger.info(
-      '[exchange_rates] trying to validate exchange rate id existance.',
-      { tenantId, exchangeRateId }
-    );
-    const foundExchangeRate = await ExchangeRate.query().findById(
-      exchangeRateId
-    );
-
-    if (!foundExchangeRate) {
-      this.logger.info('[exchange_rates] exchange rate not found.', {
-        tenantId,
-        exchangeRateId,
-      });
-      throw new ServiceError(ERRORS.EXCHANGE_RATE_NOT_FOUND);
-    }
   }
 }

packages/server/src/services/Expenses/CRUD/EditExpense.ts

@@ -136,7 +136,7 @@ export class EditExpense {
       } as IExpenseEventEditingPayload);
 
       // Upsert the expense object with expense entries.
-      const expense: IExpense = await Expense.query(trx).upsertGraph({
+      const expense: IExpense = await Expense.query(trx).upsertGraphAndFetch({
         id: expenseId,
         ...expenseObj,
       });

packages/server/src/services/Expenses/CRUD/ExpenseCategoryTransformer.ts

@@ -0,0 +1,25 @@
+import { Transformer } from '@/lib/Transformer/Transformer';
+import { ExpenseCategory } from '@/models';
+import { formatNumber } from '@/utils';
+
+export class ExpenseCategoryTransformer extends Transformer {
+  /**
+   * Include these attributes to expense object.
+   * @returns {Array}
+   */
+  public includeAttributes = (): string[] => {
+    return ['amountFormatted'];
+  };
+
+  /**
+   * Retrieves the formatted amount.
+   * @param {ExpenseCategory} category
+   * @returns {string}
+   */
+  protected amountFormatted(category: ExpenseCategory) {
+    return formatNumber(category.amount, {
+      currencyCode: this.context.currencyCode,
+      money: false,
+    });
+  }
+}

packages/server/src/services/Expenses/CRUD/ExpenseTransformer.ts

@@ -1,6 +1,7 @@
 import { Transformer } from '@/lib/Transformer/Transformer';
 import { formatNumber } from 'utils';
 import { IExpense } from '@/interfaces';
+import { ExpenseCategoryTransformer } from './ExpenseCategoryTransformer';
 
 export class ExpenseTransfromer extends Transformer {
   /**
@@ -12,7 +13,8 @@ export class ExpenseTransfromer extends Transformer {
       'formattedAmount',
       'formattedLandedCostAmount',
       'formattedAllocatedCostAmount',
-      'formattedDate'
+      'formattedDate',
+      'categories',
     ];
   };
 
@@ -56,5 +58,16 @@ export class ExpenseTransfromer extends Transformer {
    */
   protected formattedDate = (expense: IExpense): string => {
     return this.formatDate(expense.paymentDate);
-  }
+  };
+
+  /**
+   * Retrieves the transformed expense categories.
+   * @param {IExpense} expense
+   * @returns {}
+   */
+  protected categories = (expense: IExpense) => {
+    return this.item(expense.categories, new ExpenseCategoryTransformer(), {
+      currencyCode: expense.currencyCode,
+    });
+  };
 }

packages/server/src/services/Expenses/ExpenseGLEntriesStorage.ts

@@ -1,7 +1,7 @@
 import { Knex } from 'knex';
+import { Service, Inject } from 'typedi';
 import LedgerStorageService from '@/services/Accounting/LedgerStorageService';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
-import { Service, Inject } from 'typedi';
 import { ExpenseGLEntries } from './ExpenseGLEntries';
 
 @Service()

packages/server/src/services/Expenses/ExpenseGLEntriesSubscriber.ts

@@ -70,10 +70,10 @@ export class ExpensesWriteGLSubscriber {
     authorizedUser,
     trx,
   }: IExpenseEventEditPayload) => {
-    // In case expense published, write journal entries.
+    // Cannot continue if the expense is not published.
-    if (expense.publishedAt) return;
+    if (!expense.publishedAt) return;
 
-    await this.expenseGLEntries.writeExpenseGLEntries(
+    await this.expenseGLEntries.rewriteExpenseGLEntries(
       tenantId,
       expense.id,
       trx

packages/server/src/services/FinancialStatements/AgingSummary/APAgingSummaryApplication.ts

@@ -3,6 +3,7 @@ import { APAgingSummaryExportInjectable } from './APAgingSummaryExportInjectable
 import { APAgingSummaryTableInjectable } from './APAgingSummaryTableInjectable';
 import { IAPAgingSummaryQuery } from '@/interfaces';
 import { APAgingSummaryService } from './APAgingSummaryService';
+import { APAgingSummaryPdfInjectable } from './APAgingSummaryPdfInjectable';
 
 @Service()
 export class APAgingSummaryApplication {
@@ -15,6 +16,9 @@ export class APAgingSummaryApplication {
   @Inject()
   private APAgingSummarySheet: APAgingSummaryService;
 
+  @Inject()
+  private APAgingSumaryPdf: APAgingSummaryPdfInjectable;
+
   /**
    * Retrieve the A/P aging summary in sheet format.
    * @param {number} tenantId
@@ -50,4 +54,14 @@ export class APAgingSummaryApplication {
   public xlsx(tenantId: number, query: IAPAgingSummaryQuery) {
     return this.APAgingSummaryExport.xlsx(tenantId, query);
   }
+
+  /**
+   * Retrieves the A/P aging summary in pdf format.
+   * @param {number} tenantId 
+   * @param {IAPAgingSummaryQuery} query 
+   * @returns {Promise<Buffer>}
+   */
+  public pdf(tenantId: number, query: IAPAgingSummaryQuery) {
+    return this.APAgingSumaryPdf.pdf(tenantId, query);
+  }
 }

packages/server/src/services/FinancialStatements/AgingSummary/APAgingSummaryMeta.ts

@@ -0,0 +1,26 @@
+import { Inject, Service } from 'typedi';
+import { IAgingSummaryMeta, IAgingSummaryQuery } from '@/interfaces';
+import { AgingSummaryMeta } from './AgingSummaryMeta';
+
+@Service()
+export class APAgingSummaryMeta {
+  @Inject()
+  private agingSummaryMeta: AgingSummaryMeta;
+
+  /**
+   * Retrieve the aging summary meta.
+   * @param {number} tenantId -
+   * @returns {IBalanceSheetMeta}
+   */
+  public async meta(
+    tenantId: number,
+    query: IAgingSummaryQuery
+  ): Promise<IAgingSummaryMeta> {
+    const commonMeta = await this.agingSummaryMeta.meta(tenantId, query);
+
+    return {
+      ...commonMeta,
+      sheetName: 'A/P Aging Summary',
+    };
+  }
+}

packages/server/src/services/FinancialStatements/AgingSummary/APAgingSummaryPdfInjectable.ts

@@ -0,0 +1,35 @@
+import { Inject, Service } from 'typedi';
+import { IAPAgingSummaryQuery } from '@/interfaces';
+import { TableSheetPdf } from '../TableSheetPdf';
+import { APAgingSummaryTableInjectable } from './APAgingSummaryTableInjectable';
+import { HtmlTableCss } from './_constants';
+
+@Service()
+export class APAgingSummaryPdfInjectable {
+  @Inject()
+  private APAgingSummaryTable: APAgingSummaryTableInjectable;
+
+  @Inject()
+  private tableSheetPdf: TableSheetPdf;
+
+  /**
+   * Converts the given A/P aging summary sheet table to pdf.
+   * @param {number} tenantId - Tenant ID.
+   * @param {IAPAgingSummaryQuery} query - Balance sheet query.
+   * @returns {Promise<Buffer>}
+   */
+  public async pdf(
+    tenantId: number,
+    query: IAPAgingSummaryQuery
+  ): Promise<Buffer> {
+    const table = await this.APAgingSummaryTable.table(tenantId, query);
+
+    return this.tableSheetPdf.convertToPdf(
+      tenantId,
+      table.table,
+      table.meta.sheetName,
+      table.meta.formattedAsDate,
+      HtmlTableCss
+    );
+  }
+}

packages/server/src/services/FinancialStatements/AgingSummary/APAgingSummaryService.ts

@@ -1,18 +1,19 @@
 import moment from 'moment';
 import { Inject, Service } from 'typedi';
 import { isEmpty } from 'lodash';
-import { IAPAgingSummaryQuery, IARAgingSummaryMeta } from '@/interfaces';
+import { IAPAgingSummaryQuery, IAPAgingSummarySheet } from '@/interfaces';
 import TenancyService from '@/services/Tenancy/TenancyService';
 import APAgingSummarySheet from './APAgingSummarySheet';
 import { Tenant } from '@/system/models';
+import { APAgingSummaryMeta } from './APAgingSummaryMeta';
 
 @Service()
 export class APAgingSummaryService {
   @Inject()
-  tenancy: TenancyService;
+  private tenancy: TenancyService;
 
-  @Inject('logger')
+  @Inject()
-  logger: any;
+  private APAgingSummaryMeta: APAgingSummaryMeta;
 
   /**
    * Default report query.
@@ -35,35 +36,16 @@ export class APAgingSummaryService {
     };
   }
 
-  /**
-   * Retrieve the balance sheet meta.
-   * @param {number} tenantId -
-   * @returns {IBalanceSheetMeta}
-   */
-  reportMetadata(tenantId: number): IARAgingSummaryMeta {
-    const settings = this.tenancy.settings(tenantId);
-
-    const organizationName = settings.get({
-      group: 'organization',
-      key: 'name',
-    });
-    const baseCurrency = settings.get({
-      group: 'organization',
-      key: 'base_currency',
-    });
-
-    return {
-      organizationName,
-      baseCurrency,
-    };
-  }
-
   /**
    * Retrieve A/P aging summary report.
    * @param {number} tenantId -
    * @param {IAPAgingSummaryQuery} query -
+   * @returns {Promise<IAPAgingSummarySheet>}
    */
-  async APAgingSummary(tenantId: number, query: IAPAgingSummaryQuery) {
+  public async APAgingSummary(
+    tenantId: number,
+    query: IAPAgingSummaryQuery
+  ): Promise<IAPAgingSummarySheet> {
     const { Bill } = this.tenancy.models(tenantId);
     const { vendorRepository } = this.tenancy.repositories(tenantId);
 
@@ -111,11 +93,14 @@ export class APAgingSummaryService {
     const data = APAgingSummaryReport.reportData();
     const columns = APAgingSummaryReport.reportColumns();
 
+    // Retrieve the aging summary report meta.
+    const meta = await this.APAgingSummaryMeta.meta(tenantId, filter);
+
     return {
       data,
       columns,
       query: filter,
-      meta: this.reportMetadata(tenantId),
+      meta,
     };
   }
 }

packages/server/src/services/FinancialStatements/AgingSummary/ARAgingSummaryApplication.ts

@@ -3,6 +3,7 @@ import { IARAgingSummaryQuery } from '@/interfaces';
 import { ARAgingSummaryTableInjectable } from './ARAgingSummaryTableInjectable';
 import { ARAgingSummaryExportInjectable } from './ARAgingSummaryExportInjectable';
 import ARAgingSummaryService from './ARAgingSummaryService';
+import { ARAgingSummaryPdfInjectable } from './ARAgingSummaryPdfInjectable';
 
 @Service()
 export class ARAgingSummaryApplication {
@@ -15,6 +16,9 @@ export class ARAgingSummaryApplication {
   @Inject()
   private ARAgingSummarySheet: ARAgingSummaryService;
 
+  @Inject()
+  private ARAgingSummaryPdf: ARAgingSummaryPdfInjectable;
+
   /**
    * Retrieve the A/R aging summary sheet.
    * @param {number} tenantId
@@ -50,4 +54,14 @@ export class ARAgingSummaryApplication {
   public csv(tenantId: number, query: IARAgingSummaryQuery) {
     return this.ARAgingSummaryExport.csv(tenantId, query);
   }
+
+  /**
+   * Retrieves the A/R aging summary in pdf format.
+   * @param {number} tenantId
+   * @param {IARAgingSummaryQuery} query
+   * @returns {Promise<Buffer>}
+   */
+  public pdf(tenantId: number, query: IARAgingSummaryQuery) {
+    return this.ARAgingSummaryPdf.pdf(tenantId, query);
+  }
 }

packages/server/src/services/FinancialStatements/AgingSummary/ARAgingSummaryMeta.ts

@@ -0,0 +1,26 @@
+import { Inject, Service } from 'typedi';
+import { IAgingSummaryMeta, IAgingSummaryQuery } from '@/interfaces';
+import { AgingSummaryMeta } from './AgingSummaryMeta';
+
+@Service()
+export class ARAgingSummaryMeta {
+  @Inject()
+  private agingSummaryMeta: AgingSummaryMeta;
+
+  /**
+   * Retrieve the aging summary meta.
+   * @param {number} tenantId -
+   * @returns {IBalanceSheetMeta}
+   */
+  public async meta(
+    tenantId: number,
+    query: IAgingSummaryQuery
+  ): Promise<IAgingSummaryMeta> {
+    const commonMeta = await this.agingSummaryMeta.meta(tenantId, query);
+
+    return {
+      ...commonMeta,
+      sheetName: 'A/R Aging Summary',
+    };
+  }
+}

packages/server/src/services/FinancialStatements/AgingSummary/ARAgingSummaryPdfInjectable.ts

@@ -0,0 +1,35 @@
+import { Inject, Service } from 'typedi';
+import { IARAgingSummaryQuery } from '@/interfaces';
+import { TableSheetPdf } from '../TableSheetPdf';
+import { ARAgingSummaryTableInjectable } from './ARAgingSummaryTableInjectable';
+import { HtmlTableCss } from './_constants';
+
+@Service()
+export class ARAgingSummaryPdfInjectable {
+  @Inject()
+  private ARAgingSummaryTable: ARAgingSummaryTableInjectable;
+
+  @Inject()
+  private tableSheetPdf: TableSheetPdf;
+
+  /**
+   * Converts the given balance sheet table to pdf.
+   * @param {number} tenantId - Tenant ID.
+   * @param {IBalanceSheetQuery} query - Balance sheet query.
+   * @returns {Promise<Buffer>}
+   */
+  public async pdf(
+    tenantId: number,
+    query: IARAgingSummaryQuery
+  ): Promise<Buffer> {
+    const table = await this.ARAgingSummaryTable.table(tenantId, query);
+
+    return this.tableSheetPdf.convertToPdf(
+      tenantId,
+      table.table,
+      table.meta.sheetName,
+      table.meta.formattedDateRange,
+      HtmlTableCss
+    );
+  }
+}

packages/server/src/services/FinancialStatements/AgingSummary/ARAgingSummaryService.ts

@@ -1,18 +1,19 @@
 import moment from 'moment';
 import { Inject, Service } from 'typedi';
 import { isEmpty } from 'lodash';
-import { IARAgingSummaryQuery, IARAgingSummaryMeta } from '@/interfaces';
+import { IARAgingSummaryQuery } from '@/interfaces';
 import TenancyService from '@/services/Tenancy/TenancyService';
 import ARAgingSummarySheet from './ARAgingSummarySheet';
 import { Tenant } from '@/system/models';
+import { ARAgingSummaryMeta } from './ARAgingSummaryMeta';
 
 @Service()
 export default class ARAgingSummaryService {
   @Inject()
-  tenancy: TenancyService;
+  private tenancy: TenancyService;
 
-  @Inject('logger')
+  @Inject()
-  logger: any;
+  private ARAgingSummaryMeta: ARAgingSummaryMeta;
 
   /**
    * Default report query.
@@ -35,29 +36,6 @@ export default class ARAgingSummaryService {
     };
   }
 
-  /**
-   * Retrieve the balance sheet meta.
-   * @param {number} tenantId -
-   * @returns {IBalanceSheetMeta}
-   */
-  reportMetadata(tenantId: number): IARAgingSummaryMeta {
-    const settings = this.tenancy.settings(tenantId);
-
-    const organizationName = settings.get({
-      group: 'organization',
-      key: 'name',
-    });
-    const baseCurrency = settings.get({
-      group: 'organization',
-      key: 'base_currency',
-    });
-
-    return {
-      organizationName,
-      baseCurrency,
-    };
-  }
-
   /**
    * Retrieve A/R aging summary report.
    * @param {number} tenantId - Tenant id.
@@ -110,11 +88,14 @@ export default class ARAgingSummaryService {
     const data = ARAgingSummaryReport.reportData();
     const columns = ARAgingSummaryReport.reportColumns();
 
+    // Retrieve the aging summary report meta.
+    const meta = await this.ARAgingSummaryMeta.meta(tenantId, filter);
+
     return {
       data,
       columns,
       query: filter,
-      meta: this.reportMetadata(tenantId),
+      meta,
     };
   }
 }

packages/server/src/services/FinancialStatements/AgingSummary/ARAgingSummaryTableInjectable.ts

@@ -19,6 +19,7 @@ export class ARAgingSummaryTableInjectable {
     query: IARAgingSummaryQuery
   ): Promise<IARAgingSummaryTable> {
     const report = await this.ARAgingSummarySheet.ARAgingSummary(
+      
       tenantId,
       query
     );

packages/server/src/services/FinancialStatements/AgingSummary/AgingSummaryMeta.ts

@@ -0,0 +1,30 @@
+import { Inject } from 'typedi';
+import { FinancialSheetMeta } from '../FinancialSheetMeta';
+import { IAgingSummaryMeta, IAgingSummaryQuery } from '@/interfaces';
+import moment from 'moment';
+
+export class AgingSummaryMeta {
+  @Inject()
+  private financialSheetMeta: FinancialSheetMeta;
+
+  /**
+   * Retrieve the aging summary meta.
+   * @param {number} tenantId -
+   * @returns {IBalanceSheetMeta}
+   */
+  public async meta(
+    tenantId: number,
+    query: IAgingSummaryQuery
+  ): Promise<IAgingSummaryMeta> {
+    const commonMeta = await this.financialSheetMeta.meta(tenantId);
+    const formattedAsDate = moment(query.asDate).format('YYYY/MM/DD');
+    const formattedDateRange = `As ${formattedAsDate}`;
+
+    return {
+      ...commonMeta,
+      sheetName: 'A/P Aging Summary',
+      formattedAsDate,
+      formattedDateRange,
+    };
+  }
+}

packages/server/src/services/FinancialStatements/AgingSummary/_constants.ts

@@ -2,3 +2,11 @@ export enum AgingSummaryRowType {
   Contact = 'contact',
   Total = 'total',
 }
+
+export const HtmlTableCss = `
+table tr.row-type--total td{
+  font-weight: 500;
+  border-top: 1px solid #bbb;
+  border-bottom: 3px double #333;
+}
+`;

packages/server/src/services/FinancialStatements/BalanceSheet/BalanceSheetApplication.ts

@@ -54,4 +54,14 @@ export class BalanceSheetApplication {
   public csv(tenantId: number, query: IBalanceSheetQuery): Promise<string> {
     return this.balanceSheetExport.csv(tenantId, query);
   }
+
+  /**
+   * Retrieves the balance sheet in pdf format.
+   * @param {number} tenantId
+   * @param {IBalanceSheetQuery} query
+   * @returns {Promise<Buffer>}
+   */
+  public pdf(tenantId: number, query: IBalanceSheetQuery) {
+    return this.balanceSheetExport.pdf(tenantId, query);
+  }
 }

packages/server/src/services/FinancialStatements/BalanceSheet/BalanceSheetExportInjectable.ts

@@ -2,12 +2,16 @@ import { Inject, Service } from 'typedi';
 import { BalanceSheetTableInjectable } from './BalanceSheetTableInjectable';
 import { TableSheet } from '@/lib/Xlsx/TableSheet';
 import { IBalanceSheetQuery } from '@/interfaces';
+import { BalanceSheetPdfInjectable } from './BalanceSheetPdfInjectable';
 
 @Service()
 export class BalanceSheetExportInjectable {
   @Inject()
   private balanceSheetTable: BalanceSheetTableInjectable;
 
+  @Inject()
+  private balanceSheetPdf: BalanceSheetPdfInjectable;
+
   /**
    * Retrieves the trial balance sheet in XLSX format.
    * @param {number} tenantId
@@ -40,4 +44,17 @@ export class BalanceSheetExportInjectable {
 
     return tableCsv;
   }
+
+  /**
+   * Retrieves the balance sheet in pdf format.
+   * @param {number} tenantId
+   * @param {IBalanceSheetQuery} query
+   * @returns {Promise<Buffer>}
+   */
+  public async pdf(
+    tenantId: number,
+    query: IBalanceSheetQuery
+  ): Promise<Buffer> {
+    return this.balanceSheetPdf.pdf(tenantId, query);
+  }
 }

packages/server/src/services/FinancialStatements/BalanceSheet/BalanceSheetInjectable.ts

@@ -4,15 +4,12 @@ import {
   IBalanceSheetStatementService,
   IBalanceSheetQuery,
   IBalanceSheetStatement,
-  IBalanceSheetMeta,
 } from '@/interfaces';
 import TenancyService from '@/services/Tenancy/TenancyService';
-import Journal from '@/services/Accounting/JournalPoster';
 import BalanceSheetStatement from './BalanceSheet';
-import InventoryService from '@/services/Inventory/Inventory';
-import { parseBoolean } from 'utils';
 import { Tenant } from '@/system/models';
 import BalanceSheetRepository from './BalanceSheetRepository';
+import { BalanceSheetMetaInjectable } from './BalanceSheetMeta';
 
 @Service()
 export default class BalanceSheetStatementService
@@ -22,7 +19,7 @@ export default class BalanceSheetStatementService
   private tenancy: TenancyService;
 
   @Inject()
-  private inventoryService: InventoryService;
+  private balanceSheetMeta: BalanceSheetMetaInjectable;
 
   /**
    * Defaults balance sheet filter query.
@@ -62,33 +59,6 @@ export default class BalanceSheetStatementService
     };
   }
 
-  /**
-   * Retrieve the balance sheet meta.
-   * @param {number} tenantId -
-   * @returns {IBalanceSheetMeta}
-   */
-  private reportMetadata(tenantId: number): IBalanceSheetMeta {
-    const settings = this.tenancy.settings(tenantId);
-
-    const isCostComputeRunning =
-      this.inventoryService.isItemsCostComputeRunning(tenantId);
-
-    const organizationName = settings.get({
-      group: 'organization',
-      key: 'name',
-    });
-    const baseCurrency = settings.get({
-      group: 'organization',
-      key: 'base_currency',
-    });
-
-    return {
-      isCostComputeRunning: parseBoolean(isCostComputeRunning, false),
-      organizationName,
-      baseCurrency,
-    };
-  }
-
   /**
    * Retrieve balance sheet statement.
    * @param {number} tenantId
@@ -112,6 +82,7 @@ export default class BalanceSheetStatementService
     const models = this.tenancy.models(tenantId);
     const balanceSheetRepo = new BalanceSheetRepository(models, filter);
 
+    // Loads all resources.
     await balanceSheetRepo.asyncInitialize();
 
     // Balance sheet report instance.
@@ -122,12 +93,15 @@ export default class BalanceSheetStatementService
       i18n
     );
     // Balance sheet data.
-    const balanceSheetData = balanceSheetInstanace.reportData();
+    const data = balanceSheetInstanace.reportData();
+
+    // Balance sheet meta.
+    const meta = await this.balanceSheetMeta.meta(tenantId, filter);
 
     return {
-      data: balanceSheetData,
       query: filter,
-      meta: this.reportMetadata(tenantId),
+      data,
+      meta,
     };
   }
 }

packages/server/src/services/FinancialStatements/BalanceSheet/BalanceSheetMeta.ts

@@ -0,0 +1,32 @@
+import { Inject, Service } from 'typedi';
+import { FinancialSheetMeta } from '../FinancialSheetMeta';
+import { IBalanceSheetMeta, IBalanceSheetQuery } from '@/interfaces';
+import moment from 'moment';
+
+@Service()
+export class BalanceSheetMetaInjectable {
+  @Inject()
+  private financialSheetMeta: FinancialSheetMeta;
+
+  /**
+   * Retrieve the balance sheet meta.
+   * @param {number} tenantId -
+   * @returns {IBalanceSheetMeta}
+   */
+  public async meta(
+    tenantId: number,
+    query: IBalanceSheetQuery
+  ): Promise<IBalanceSheetMeta> {
+    const commonMeta = await this.financialSheetMeta.meta(tenantId);
+    const formattedAsDate = moment(query.toDate).format('YYYY/MM/DD');
+    const formattedDateRange = `As ${formattedAsDate}`;
+    const sheetName = 'Balance Sheet Statement';
+
+    return {
+      ...commonMeta,
+      sheetName,
+      formattedAsDate,
+      formattedDateRange,
+    };
+  }
+}

packages/server/src/services/FinancialStatements/BalanceSheet/BalanceSheetPdfInjectable.ts

@@ -0,0 +1,35 @@
+import { Inject, Service } from 'typedi';
+import { IBalanceSheetQuery } from '@/interfaces';
+import { BalanceSheetTableInjectable } from './BalanceSheetTableInjectable';
+import { TableSheetPdf } from '../TableSheetPdf';
+import { HtmlTableCustomCss } from './constants';
+
+@Service()
+export class BalanceSheetPdfInjectable {
+  @Inject()
+  private balanceSheetTable: BalanceSheetTableInjectable;
+
+  @Inject()
+  private tableSheetPdf: TableSheetPdf;
+
+  /**
+   * Converts the given balance sheet table to pdf.
+   * @param {number} tenantId - Tenant ID.
+   * @param {IBalanceSheetQuery} query - Balance sheet query.
+   * @returns {Promise<Buffer>}
+   */
+  public async pdf(
+    tenantId: number,
+    query: IBalanceSheetQuery
+  ): Promise<Buffer> {
+    const table = await this.balanceSheetTable.table(tenantId, query);
+
+    return this.tableSheetPdf.convertToPdf(
+      tenantId,
+      table.table,
+      table.meta.sheetName,
+      table.meta.formattedDateRange,
+      HtmlTableCustomCss
+    );
+  }
+}

packages/server/src/services/FinancialStatements/BalanceSheet/BalanceSheetTable.ts

@@ -41,15 +41,16 @@ export default class BalanceSheetTable extends R.compose(
   BalanceSheetBase
 )(FinancialSheet) {
   /**
-   * @param {}
+   * Balance sheet data.
+   * @param {IBalanceSheetStatementData}
    */
-  reportData: IBalanceSheetStatementData;
+  private reportData: IBalanceSheetStatementData;
 
   /**
    * Balance sheet query.
-   * @parma {}
+   * @parma {BalanceSheetQuery}
    */
-  query: BalanceSheetQuery;
+  private query: BalanceSheetQuery;
 
   /**
    * Constructor method.
@@ -221,7 +222,7 @@ export default class BalanceSheetTable extends R.compose(
     return R.compose(
       R.unless(
         R.isEmpty,
-        R.concat([{ key: 'total', Label: this.i18n.__('balance_sheet.total') }])
+        R.concat([{ key: 'total', label: this.i18n.__('balance_sheet.total') }])
       ),
       R.concat(this.percentageColumns()),
       R.concat(this.getPreviousYearColumns()),

packages/server/src/services/FinancialStatements/BalanceSheet/constants.ts

@@ -12,3 +12,53 @@ export enum IROW_TYPE {
   NET_INCOME = 'NET_INCOME',
   TOTAL = 'TOTAL',
 }
+
+export const HtmlTableCustomCss = `
+table tr.row-type--total td {
+  font-weight: 600;
+  border-top: 1px solid #bbb;
+  color: #000;  
+}
+table tr.row-type--total.row-id--assets td,
+table tr.row-type--total.row-id--liability-equity td {
+  border-bottom: 3px double #000;
+}
+table .column--name,
+table .cell--name {
+  width: 400px;
+}
+
+table .column--total {
+  width: 25%;
+}
+
+table td.cell--total,
+table td.cell--previous_year,
+table td.cell--previous_year_change,
+table td.cell--previous_year_percentage,
+
+table td.cell--previous_period,
+table td.cell--previous_period_change,
+table td.cell--previous_period_percentage,
+
+table td.cell--percentage_of_row,
+table td.cell--percentage_of_column,
+table td[class*="cell--date-range"] {
+  text-align: right;
+}
+
+table .column--total,
+table .column--previous_year,
+table .column--previous_year_change,
+table .column--previous_year_percentage,
+
+table .column--previous_period,
+table .column--previous_period_change,
+table .column--previous_period_percentage,
+
+table .column--percentage_of_row,
+table .column--percentage_of_column,
+table [class*="column--date-range"] {
+  text-align: right;
+}
+`;

packages/server/src/services/FinancialStatements/CashFlow/CashFlowService.ts

@@ -8,7 +8,7 @@ import {
   ICashFlowStatementQuery,
   ICashFlowStatementDOO,
   IAccountTransaction,
-  ICashFlowStatementMeta
+  ICashFlowStatementMeta,
 } from '@/interfaces';
 import CashFlowStatement from './CashFlow';
 import Ledger from '@/services/Accounting/Ledger';
@@ -16,6 +16,7 @@ import CashFlowRepository from './CashFlowRepository';
 import InventoryService from '@/services/Inventory/Inventory';
 import { parseBoolean } from 'utils';
 import { Tenant } from '@/system/models';
+import { CashflowSheetMeta } from './CashflowSheetMeta';
 
 @Service()
 export default class CashFlowStatementService
@@ -31,6 +32,9 @@ export default class CashFlowStatementService
   @Inject()
   inventoryService: InventoryService;
 
+  @Inject()
+  private cashflowSheetMeta: CashflowSheetMeta;
+
   /**
    * Defaults balance sheet filter query.
    * @return {IBalanceSheetQuery}
@@ -138,38 +142,13 @@ export default class CashFlowStatementService
       tenant.metadata.baseCurrency,
       i18n
     );
+    // Retrieve the cashflow sheet meta.
+    const meta = await this.cashflowSheetMeta.meta(tenantId, filter);
 
     return {
       data: cashFlowInstance.reportData(),
       query: filter,
-      meta: this.reportMetadata(tenantId),
+      meta,
-    };
-  }
-
-    /**
-   * Retrieve the balance sheet meta.
-   * @param {number} tenantId - 
-   * @returns {ICashFlowStatementMeta}
-   */
-     private reportMetadata(tenantId: number): ICashFlowStatementMeta {
-      const settings = this.tenancy.settings(tenantId);
-  
-      const isCostComputeRunning = this.inventoryService
-        .isItemsCostComputeRunning(tenantId);
-  
-      const organizationName = settings.get({
-        group: 'organization',
-        key: 'name',
-      });
-      const baseCurrency = settings.get({
-        group: 'organization',
-        key: 'base_currency',
-      });
-  
-      return {
-        isCostComputeRunning: parseBoolean(isCostComputeRunning, false),
-        organizationName,
-        baseCurrency
     };
   }
 }

packages/server/src/services/FinancialStatements/CashFlow/CashFlowTable.ts

@@ -76,7 +76,7 @@ export default class CashFlowTable implements ICashFlowTable {
    */
   private commonColumns = () => {
     return R.compose(
-      R.concat([{ key: 'label', accessor: 'label' }]),
+      R.concat([{ key: 'name', accessor: 'label' }]),
       R.when(
         R.always(this.isDisplayColumnsBy(DISPLAY_COLUMNS_BY.DATE_PERIODS)),
         R.concat(this.datePeriodsColumnsAccessors())

packages/server/src/services/FinancialStatements/CashFlow/CashflowSheetApplication.ts

@@ -3,6 +3,7 @@ import { CashflowExportInjectable } from './CashflowExportInjectable';
 import { ICashFlowStatementQuery } from '@/interfaces';
 import CashFlowStatementService from './CashFlowService';
 import { CashflowTableInjectable } from './CashflowTableInjectable';
+import { CashflowTablePdfInjectable } from './CashflowTablePdfInjectable';
 
 @Service()
 export class CashflowSheetApplication {
@@ -15,6 +16,9 @@ export class CashflowSheetApplication {
   @Inject()
   private cashflowTable: CashflowTableInjectable;
 
+  @Inject()
+  private cashflowPdf: CashflowTablePdfInjectable;
+
   /**
    * Retrieves the cashflow sheet
    * @param {number} tenantId
@@ -55,4 +59,17 @@ export class CashflowSheetApplication {
   ): Promise<string> {
     return this.cashflowExport.csv(tenantId, query);
   }
+
+  /**
+   * Retrieves the cashflow sheet in pdf format.
+   * @param {number} tenantId 
+   * @param {ICashFlowStatementQuery} query 
+   * @returns {Promise<Buffer>}
+   */
+  public async pdf(
+    tenantId: number,
+    query: ICashFlowStatementQuery
+  ): Promise<Buffer> {
+    return this.cashflowPdf.pdf(tenantId, query);
+  }
 }

packages/server/src/services/FinancialStatements/CashFlow/CashflowSheetMeta.ts

@@ -0,0 +1,36 @@
+import { Inject, Service } from 'typedi';
+import moment from 'moment';
+import { ICashFlowStatementMeta, ICashFlowStatementQuery } from '@/interfaces';
+import { FinancialSheetMeta } from '../FinancialSheetMeta';
+
+@Service()
+export class CashflowSheetMeta {
+  @Inject()
+  private financialSheetMeta: FinancialSheetMeta;
+
+  /**
+   * CAshflow sheet meta.
+   * @param {number} tenantId
+   * @param {ICashFlowStatementQuery} query
+   * @returns {Promise<ICashFlowStatementMeta>}
+   */
+  public async meta(
+    tenantId: number,
+    query: ICashFlowStatementQuery
+  ): Promise<ICashFlowStatementMeta> {
+    const meta = await this.financialSheetMeta.meta(tenantId);
+    const formattedToDate = moment(query.toDate).format('YYYY/MM/DD');
+    const formattedFromDate = moment(query.fromDate).format('YYYY/MM/DD');
+    const formattedDateRange = `From ${formattedFromDate} | To ${formattedToDate}`;
+
+    const sheetName = 'Statement of Cash Flow';
+
+    return {
+      ...meta,
+      sheetName,
+      formattedToDate,
+      formattedFromDate,
+      formattedDateRange,
+    };
+  }
+}

packages/server/src/services/FinancialStatements/CashFlow/CashflowTablePdfInjectable.ts

@@ -0,0 +1,34 @@
+import { Inject } from 'typedi';
+import { CashflowTableInjectable } from './CashflowTableInjectable';
+import { TableSheetPdf } from '../TableSheetPdf';
+import { ICashFlowStatementQuery } from '@/interfaces';
+import { HtmlTableCustomCss } from './constants';
+
+export class CashflowTablePdfInjectable {
+  @Inject()
+  private cashflowTable: CashflowTableInjectable;
+
+  @Inject()
+  private tableSheetPdf: TableSheetPdf;
+
+  /**
+   * Converts the given cashflow sheet table to pdf.
+   * @param {number} tenantId - Tenant ID.
+   * @param {IBalanceSheetQuery} query - Balance sheet query.
+   * @returns {Promise<Buffer>}
+   */
+  public async pdf(
+    tenantId: number,
+    query: ICashFlowStatementQuery
+  ): Promise<Buffer> {
+    const table = await this.cashflowTable.table(tenantId, query);
+
+    return this.tableSheetPdf.convertToPdf(
+      tenantId,
+      table.table,
+      table.meta.sheetName,
+      table.meta.formattedDateRange,
+      HtmlTableCustomCss
+    );
+  }
+}

packages/server/src/services/FinancialStatements/CashFlow/constants.ts

@@ -1,8 +1,33 @@
-
-
 export const DISPLAY_COLUMNS_BY = {
   DATE_PERIODS: 'date_periods',
   TOTAL: 'total',
 };
 
 export const MAP_CONFIG = { childrenPath: 'children', pathFormat: 'array' };
+export const HtmlTableCustomCss = `
+table tr.row-type--accounts td {
+  border-top: 1px solid #bbb;
+}
+table tr.row-id--cash-end-period td {
+  border-bottom: 3px double #333;
+}
+table tr.row-type--total {
+  font-weight: 600;
+}
+table tr.row-type--total td { 
+  color: #000;
+}
+table tr.row-type--total:not(:first-child) td {
+  border-top: 1px solid #bbb;
+}
+table .column--name,
+table .cell--name {
+  width: 400px;
+}
+table .column--total,
+table .cell--total,
+table [class*="column--date-range"],
+table [class*="cell--date-range"] {
+  text-align: right;
+}
+`;

packages/server/src/services/FinancialStatements/CustomerBalanceSummary/CustomerBalanceSummaryApplication.ts

@@ -3,6 +3,7 @@ import { CustomerBalanceSummaryExportInjectable } from './CustomerBalanceSummary
 import { CustomerBalanceSummaryTableInjectable } from './CustomerBalanceSummaryTableInjectable';
 import { ICustomerBalanceSummaryQuery } from '@/interfaces';
 import { CustomerBalanceSummaryService } from './CustomerBalanceSummaryService';
+import { CustomerBalanceSummaryPdf } from './CustomerBalanceSummaryPdf';
 
 @Service()
 export class CustomerBalanceSummaryApplication {
@@ -15,6 +16,9 @@ export class CustomerBalanceSummaryApplication {
   @Inject()
   private customerBalanceSummarySheet: CustomerBalanceSummaryService;
   
+  @Inject()
+  private customerBalanceSummaryPdf: CustomerBalanceSummaryPdf;
+
   /**
    * Retrieves the customer balance sheet in json format.
    * @param {number} tenantId
@@ -57,4 +61,14 @@ export class CustomerBalanceSummaryApplication {
   public csv(tenantId: number, query: ICustomerBalanceSummaryQuery) {
     return this.customerBalanceSummaryExport.csv(tenantId, query);
   }
+
+  /**
+   * Retrieves the customer balance sheet in PDF format.
+   * @param {number} tenantId
+   * @param {ICustomerBalanceSummaryQuery} query
+   * @returns {Promise<Buffer>}
+   */
+  public pdf(tenantId: number, query: ICustomerBalanceSummaryQuery) {
+    return this.customerBalanceSummaryPdf.pdf(tenantId, query);
+  }
 }

packages/server/src/services/FinancialStatements/CustomerBalanceSummary/CustomerBalanceSummaryMeta.ts

@@ -0,0 +1,35 @@
+import moment from 'moment';
+import { Inject, Service } from 'typedi';
+import {
+  ICustomerBalanceSummaryMeta,
+  ICustomerBalanceSummaryQuery,
+} from '@/interfaces';
+import { FinancialSheetMeta } from '../FinancialSheetMeta';
+
+@Service()
+export class CustomerBalanceSummaryMeta {
+  @Inject()
+  private financialSheetMeta: FinancialSheetMeta;
+
+  /**
+   * Retrieves the customer balance summary meta.
+   * @param {number} tenantId
+   * @param {ICustomerBalanceSummaryQuery} query
+   * @returns {Promise<ICustomerBalanceSummaryMeta>}
+   */
+  async meta(
+    tenantId: number,
+    query: ICustomerBalanceSummaryQuery
+  ): Promise<ICustomerBalanceSummaryMeta> {
+    const commonMeta = await this.financialSheetMeta.meta(tenantId);
+    const formattedAsDate = moment(query.asDate).format('YYYY/MM/DD');
+    const formattedDateRange = `As ${formattedAsDate}`;
+
+    return {
+      ...commonMeta,
+      sheetName: 'Customer Balance Summary',
+      formattedAsDate,
+      formattedDateRange,
+    };
+  }
+}

packages/server/src/services/FinancialStatements/CustomerBalanceSummary/CustomerBalanceSummaryPdf.ts

@@ -0,0 +1,36 @@
+import { Inject, Service } from 'typedi';
+import { ICustomerBalanceSummaryQuery } from '@/interfaces';
+
+import { TableSheetPdf } from '../TableSheetPdf';
+import { CustomerBalanceSummaryTableInjectable } from './CustomerBalanceSummaryTableInjectable';
+import { HtmlTableCustomCss } from './constants';
+
+@Service()
+export class CustomerBalanceSummaryPdf {
+  @Inject()
+  private customerBalanceSummaryTable: CustomerBalanceSummaryTableInjectable;
+
+  @Inject()
+  private tableSheetPdf: TableSheetPdf;
+
+  /**
+   * Converts the given customer balance summary sheet table to pdf.
+   * @param {number} tenantId - Tenant ID.
+   * @param {IAPAgingSummaryQuery} query - Balance sheet query.
+   * @returns {Promise<Buffer>}
+   */
+  public async pdf(
+    tenantId: number,
+    query: ICustomerBalanceSummaryQuery
+  ): Promise<Buffer> {
+    const table = await this.customerBalanceSummaryTable.table(tenantId, query);
+
+    return this.tableSheetPdf.convertToPdf(
+      tenantId,
+      table.table,
+      table.meta.sheetName,
+      table.meta.formattedDateRange,
+      HtmlTableCustomCss
+    );
+  }
+}

packages/server/src/services/FinancialStatements/CustomerBalanceSummary/CustomerBalanceSummaryService.ts

@@ -1,4 +1,4 @@
-import { Inject } from 'typedi';
+import { Inject, Service } from 'typedi';
 import moment from 'moment';
 import * as R from 'ramda';
 import {
@@ -12,13 +12,18 @@ import { CustomerBalanceSummaryReport } from './CustomerBalanceSummary';
 import Ledger from '@/services/Accounting/Ledger';
 import CustomerBalanceSummaryRepository from './CustomerBalanceSummaryRepository';
 import { Tenant } from '@/system/models';
+import { CustomerBalanceSummaryMeta } from './CustomerBalanceSummaryMeta';
 
+@Service()
 export class CustomerBalanceSummaryService
   implements ICustomerBalanceSummaryService
 {
   @Inject()
   private reportRepository: CustomerBalanceSummaryRepository;
 
+  @Inject()
+  private customerBalanceSummaryMeta: CustomerBalanceSummaryMeta;
+
   /**
    * Defaults balance sheet filter query.
    * @return {ICustomerBalanceSummaryQuery}
@@ -96,10 +101,13 @@ export class CustomerBalanceSummaryService
       filter,
       tenant.metadata.baseCurrency
     );
+    // Retrieve the customer balance summary meta.
+    const meta = await this.customerBalanceSummaryMeta.meta(tenantId, filter);
 
     return {
       data: report.reportData(),
       query: filter,
+      meta,
     };
   }
 }

packages/server/src/services/FinancialStatements/CustomerBalanceSummary/CustomerBalanceSummaryTableInjectable.ts

@@ -25,8 +25,9 @@ export class CustomerBalanceSummaryTableInjectable {
     tenantId: number,
     filter: ICustomerBalanceSummaryQuery
   ): Promise<ICustomerBalanceSummaryTable> {
+    
     const i18n = this.tenancy.i18n(tenantId);
-    const { data, query } =
+    const { data, query, meta } =
       await this.customerBalanceSummaryService.customerBalanceSummary(
         tenantId,
         filter
@@ -39,6 +40,7 @@ export class CustomerBalanceSummaryTableInjectable {
         rows: tableRows.tableRows(),
       },
       query,
+      meta,
     };
   }
 }

packages/server/src/services/FinancialStatements/CustomerBalanceSummary/constants.ts

@@ -0,0 +1,6 @@
+export const HtmlTableCustomCss = `
+table tr.row-type--total td {
+  font-weight: 600;
+  border-top: 1px solid #bbb;
+  border-bottom: 3px double #333;
+}`;

packages/server/src/services/FinancialStatements/FinancialSheetMeta.ts

@@ -0,0 +1,34 @@
+import { TenantMetadata } from '@/system/models';
+import { Inject, Service } from 'typedi';
+import InventoryService from '../Inventory/Inventory';
+import { IFinancialSheetCommonMeta } from '@/interfaces';
+
+@Service()
+export class FinancialSheetMeta {
+  @Inject()
+  private inventoryService: InventoryService;
+
+  /**
+   * Retrieves the common meta data of the financial sheet.
+   * @param {number} tenantId
+   * @returns {Promise<IFinancialSheetCommonMeta>}
+   */
+  async meta(tenantId: number): Promise<IFinancialSheetCommonMeta> {
+    const tenantMetadata = await TenantMetadata.query().findOne({ tenantId });
+
+    const organizationName = tenantMetadata.name;
+    const baseCurrency = tenantMetadata.baseCurrency;
+    const dateFormat = tenantMetadata.dateFormat;
+
+    const isCostComputeRunning =
+      this.inventoryService.isItemsCostComputeRunning(tenantId);
+
+    return {
+      organizationName,
+      baseCurrency,
+      dateFormat,
+      isCostComputeRunning,
+      sheetName: '',
+    };
+  }
+}

packages/server/src/services/FinancialStatements/FinancialSheetStructure.ts

@@ -61,14 +61,14 @@ export const FinancialSheetStructure = (Base: Class) =>
       });
     };
 
-    findNodeDeep = (nodes, callback) => {
+    public findNodeDeep = (nodes, callback) => {
       return findValueDeep(nodes, callback, {
         childrenPath: 'children',
         pathFormat: 'array',
       });
     };
 
-    mapAccNodesDeep = (nodes, callback) => {
+    public mapAccNodesDeep = (nodes, callback) => {
       return reduceDeep(
         nodes,
         (acc, value, key, parentValue, context) => {
@@ -97,11 +97,11 @@ export const FinancialSheetStructure = (Base: Class) =>
       });
     };
 
-    getTotalOfChildrenNodes = (node) => {
+    public getTotalOfChildrenNodes = (node) => {
       return this.getTotalOfNodes(node.children);
     };
 
-    getTotalOfNodes = (nodes) => {
+    public getTotalOfNodes = (nodes) => {
       return sumBy(nodes, 'total.amount');
     };
   };

packages/server/src/services/FinancialStatements/GeneralLedger/GeneralLedgerApplication.ts

@@ -6,6 +6,7 @@ import {
 import { GeneralLedgerTableInjectable } from './GeneralLedgerTableInjectable';
 import { GeneralLedgerExportInjectable } from './GeneralLedgerExport';
 import { GeneralLedgerService } from './GeneralLedgerService';
+import { GeneralLedgerPdf } from './GeneralLedgerPdf';
 
 export class GeneralLedgerApplication {
   @Inject()
@@ -17,6 +18,9 @@ export class GeneralLedgerApplication {
   @Inject()
   private GLSheet: GeneralLedgerService;
 
+  @Inject()
+  private GLPdf: GeneralLedgerPdf;
+
   /**
    * Retrieves the G/L sheet in json format.
    * @param {number} tenantId
@@ -63,4 +67,17 @@ export class GeneralLedgerApplication {
   ): Promise<string> {
     return this.GLExport.csv(tenantId, query);
   }
+
+  /**
+   * Retrieves the G/L sheet in pdf format.
+   * @param {number} tenantId
+   * @param {IGeneralLedgerSheetQuery} query
+   * @returns {Promise<Buffer>}
+   */
+  public pdf(
+    tenantId: number,
+    query: IGeneralLedgerSheetQuery
+  ): Promise<Buffer> {
+    return this.GLPdf.pdf(tenantId, query);
+  }
 }

packages/server/src/services/FinancialStatements/GeneralLedger/GeneralLedgerMeta.ts

@@ -0,0 +1,33 @@
+import { IGeneralLedgerMeta, IGeneralLedgerSheetQuery } from '@/interfaces';
+import moment from 'moment';
+import { Inject, Service } from 'typedi';
+import { FinancialSheetMeta } from '../FinancialSheetMeta';
+
+@Service()
+export class GeneralLedgerMeta {
+  @Inject()
+  private financialSheetMeta: FinancialSheetMeta;
+
+  /**
+   * Retrieve the balance sheet meta.
+   * @param {number} tenantId -
+   * @returns {IBalanceSheetMeta}
+   */
+  public async meta(
+    tenantId: number,
+    query: IGeneralLedgerSheetQuery
+  ): Promise<IGeneralLedgerMeta> {
+    const commonMeta = await this.financialSheetMeta.meta(tenantId);
+    const formattedToDate = moment(query.toDate).format('YYYY/MM/DD');
+    const formattedFromDate = moment(query.fromDate).format('YYYY/MM/DD');
+    const formattedDateRange = `From ${formattedFromDate} | To ${formattedToDate}`;
+
+    return {
+      ...commonMeta,
+      sheetName: 'Balance Sheet',
+      formattedFromDate,
+      formattedToDate,
+      formattedDateRange,
+    };
+  }
+}

packages/server/src/services/FinancialStatements/GeneralLedger/GeneralLedgerPdf.ts

@@ -0,0 +1,35 @@
+import { Inject, Service } from 'typedi';
+import { TableSheetPdf } from '../TableSheetPdf';
+import { GeneralLedgerTableInjectable } from './GeneralLedgerTableInjectable';
+import { IGeneralLedgerSheetQuery } from '@/interfaces';
+import { HtmlTableCustomCss } from './constants';
+
+@Service()
+export class GeneralLedgerPdf {
+  @Inject()
+  private generalLedgerTable: GeneralLedgerTableInjectable;
+
+  @Inject()
+  private tableSheetPdf: TableSheetPdf;
+
+  /**
+   * Converts the general ledger sheet table to pdf.
+   * @param {number} tenantId - Tenant ID.
+   * @param {IGeneralLedgerSheetQuery} query -
+   * @returns {Promise<Buffer>}
+   */
+  public async pdf(
+    tenantId: number,
+    query: IGeneralLedgerSheetQuery
+  ): Promise<Buffer> {
+    const table = await this.generalLedgerTable.table(tenantId, query);
+
+    return this.tableSheetPdf.convertToPdf(
+      tenantId,
+      table.table,
+      table.meta.sheetName,
+      table.meta.formattedDateRange,
+      HtmlTableCustomCss
+    );
+  }
+}

packages/server/src/services/FinancialStatements/GeneralLedger/GeneralLedgerService.ts

@@ -6,9 +6,9 @@ import { IGeneralLedgerSheetQuery, IGeneralLedgerMeta } from '@/interfaces';
 import TenancyService from '@/services/Tenancy/TenancyService';
 import Journal from '@/services/Accounting/JournalPoster';
 import GeneralLedgerSheet from '@/services/FinancialStatements/GeneralLedger/GeneralLedger';
-import InventoryService from '@/services/Inventory/Inventory';
+import { transformToMap } from 'utils';
-import { transformToMap, parseBoolean } from 'utils';
 import { Tenant } from '@/system/models';
+import { GeneralLedgerMeta } from './GeneralLedgerMeta';
 
 const ERRORS = {
   ACCOUNTS_NOT_FOUND: 'ACCOUNTS_NOT_FOUND',
@@ -17,13 +17,10 @@ const ERRORS = {
 @Service()
 export class GeneralLedgerService {
   @Inject()
-  tenancy: TenancyService;
+  private tenancy: TenancyService;
 
   @Inject()
-  inventoryService: InventoryService;
+  private generalLedgerMeta: GeneralLedgerMeta;
-
-  @Inject('logger')
-  logger: any;
 
   /**
    * Defaults general ledger report filter query.
@@ -59,40 +56,8 @@ export class GeneralLedgerService {
     }
   }
 
-  /**
-   * Retrieve the balance sheet meta.
-   * @param {number} tenantId - 
-   * @returns {IGeneralLedgerMeta}
-   */
-   reportMetadata(tenantId: number, filter): IGeneralLedgerMeta {
-    const settings = this.tenancy.settings(tenantId);
-
-    const isCostComputeRunning = this.inventoryService
-      .isItemsCostComputeRunning(tenantId);
-
-    const organizationName = settings.get({
-      group: 'organization',
-      key: 'name',
-    });
-    const baseCurrency = settings.get({
-      group: 'organization',
-      key: 'base_currency',
-    });
-    const fromDate = moment(filter.fromDate).format('YYYY MMM DD');
-    const toDate = moment(filter.toDate).format('YYYY MMM DD');
-
-    return {
-      isCostComputeRunning: parseBoolean(isCostComputeRunning, false),
-      organizationName,
-      baseCurrency,
-      fromDate,
-      toDate
-    };
-  }
-
   /**
    * Retrieve general ledger report statement.
-   * ----------
    * @param {number} tenantId
    * @param {IGeneralLedgerSheetQuery} query
    * @return {IGeneralLedgerStatement}
@@ -103,13 +68,10 @@ export class GeneralLedgerService {
   ): Promise<{
     data: any;
     query: IGeneralLedgerSheetQuery;
-    meta: IGeneralLedgerMeta
+    meta: IGeneralLedgerMeta;
   }> {
-    const {
+    const { accountRepository, transactionsRepository, contactRepository } =
-      accountRepository,
+      this.tenancy.repositories(tenantId);
-      transactionsRepository,
-      contactRepository
-    } = this.tenancy.repositories(tenantId);
 
     const i18n = this.tenancy.i18n(tenantId);
 
@@ -133,13 +95,13 @@ export class GeneralLedgerService {
     const transactions = await transactionsRepository.journal({
       fromDate: filter.fromDate,
       toDate: filter.toDate,
-      branchesIds: filter.branchesIds
+      branchesIds: filter.branchesIds,
     });
     // Retreive opening balance credit/debit sumation.
     const openingBalanceTrans = await transactionsRepository.journal({
       toDate: moment(filter.fromDate).subtract(1, 'day'),
       sumationCreditDebit: true,
-      branchesIds: filter.branchesIds
+      branchesIds: filter.branchesIds,
     });
     // Transform array transactions to journal collection.
     const transactionsJournal = Journal.fromTransactions(
@@ -167,10 +129,13 @@ export class GeneralLedgerService {
     // Retrieve general ledger report data.
     const reportData = generalLedgerInstance.reportData();
 
+    // Retrieve general ledger report metadata.
+    const meta = await this.generalLedgerMeta.meta(tenantId, filter);
+
     return {
       data: reportData,
       query: filter,
-      meta: this.reportMetadata(tenantId, filter),
+      meta,
     };
   }
 }

packages/server/src/services/FinancialStatements/GeneralLedger/constants.ts

@@ -0,0 +1,13 @@
+export const HtmlTableCustomCss = `
+table tr:last-child td {
+  border-bottom: 1px solid #ececec;
+}
+table tr.row-type--account td,
+table tr.row-type--opening-balance td,
+table tr.row-type--closing-balance td{
+  font-weight: 600;
+}
+table tr.row-type--closing-balance td {
+  border-bottom: 1px solid #ececec; 
+}
+`;

packages/server/src/services/FinancialStatements/InventoryDetails/InventoryDetailsApplication.ts

@@ -6,6 +6,7 @@ import { Inject, Service } from 'typedi';
 import { InventoryDetailsExportInjectable } from './InventoryDetailsExportInjectable';
 import { InventoryDetailsTableInjectable } from './InventoryDetailsTableInjectable';
 import { InventoryDetailsService } from './InventoryDetailsService';
+import { InventoryDetailsTablePdf } from './InventoryDetailsTablePdf';
 
 @Service()
 export class InventortyDetailsApplication {
@@ -18,6 +19,9 @@ export class InventortyDetailsApplication {
   @Inject()
   private inventoryDetails: InventoryDetailsService;
 
+  @Inject()
+  private inventoryDetailsPdf: InventoryDetailsTablePdf;
+
   /**
    * Retrieves the inventory details report in sheet format.
    * @param {number} tenantId
@@ -63,4 +67,14 @@ export class InventortyDetailsApplication {
   public csv(tenantId: number, query: IInventoryDetailsQuery): Promise<string> {
     return this.inventoryDetailsExport.csv(tenantId, query);
   }
+
+  /**
+   * Retrieves the inventory details report in PDF format.
+   * @param {number} tenantId
+   * @param {IInventoryDetailsQuery} query
+   * @returns {Promise<Buffer>}
+   */
+  public pdf(tenantId: number, query: IInventoryDetailsQuery) {
+    return this.inventoryDetailsPdf.pdf(tenantId, query);
+  }
 }

packages/server/src/services/FinancialStatements/InventoryDetails/InventoryDetailsMeta.ts

@@ -0,0 +1,35 @@
+import moment from 'moment';
+import { Inject, Service } from 'typedi';
+import { FinancialSheetMeta } from '../FinancialSheetMeta';
+import { IInventoryDetailsQuery, IInventoryItemDetailMeta } from '@/interfaces';
+
+@Service()
+export class InventoryDetailsMetaInjectable {
+  @Inject()
+  private financialSheetMeta: FinancialSheetMeta;
+
+  /**
+   * Retrieve the inventoy details meta.
+   * @param {number} tenantId -
+   * @returns {IBalanceSheetMeta}
+   */
+  public async meta(
+    tenantId: number,
+    query: IInventoryDetailsQuery
+  ): Promise<IInventoryItemDetailMeta> {
+    const commonMeta = await this.financialSheetMeta.meta(tenantId);
+    const formattedFromDate = moment(query.fromDate).format('YYYY/MM/DD');
+    const formattedToDay = moment(query.toDate).format('YYYY/MM/DD');
+    const formattedDateRange = `From ${formattedFromDate} | To ${formattedToDay}`;
+
+    const sheetName = 'Inventory Item Details';
+
+    return {
+      ...commonMeta,
+      sheetName,
+      formattedFromDate,
+      formattedToDay,
+      formattedDateRange,
+    };
+  }
+}

packages/server/src/services/FinancialStatements/InventoryDetails/InventoryDetailsService.ts

@@ -1,17 +1,12 @@
 import moment from 'moment';
 import { Service, Inject } from 'typedi';
-import {
+import { IInventoryDetailsQuery, IInvetoryItemDetailDOO } from '@/interfaces';
-  IInventoryDetailsQuery,
-  IInvetoryItemDetailDOO,
-  IInventoryItemDetailMeta,
-} from '@/interfaces';
 import TenancyService from '@/services/Tenancy/TenancyService';
 import { InventoryDetails } from './InventoryDetails';
 import FinancialSheet from '../FinancialSheet';
 import InventoryDetailsRepository from './InventoryDetailsRepository';
-import InventoryService from '@/services/Inventory/Inventory';
-import { parseBoolean } from 'utils';
 import { Tenant } from '@/system/models';
+import { InventoryDetailsMetaInjectable } from './InventoryDetailsMeta';
 
 @Service()
 export class InventoryDetailsService extends FinancialSheet {
@@ -22,7 +17,7 @@ export class InventoryDetailsService extends FinancialSheet {
   private reportRepo: InventoryDetailsRepository;
 
   @Inject()
-  private inventoryService: InventoryService;
+  private inventoryDetailsMeta: InventoryDetailsMetaInjectable;
 
   /**
    * Defaults balance sheet filter query.
@@ -46,33 +41,6 @@ export class InventoryDetailsService extends FinancialSheet {
     };
   }
 
-  /**
-   * Retrieve the balance sheet meta.
-   * @param {number} tenantId -
-   * @returns {IInventoryItemDetailMeta}
-   */
-  private reportMetadata(tenantId: number): IInventoryItemDetailMeta {
-    const settings = this.tenancy.settings(tenantId);
-
-    const isCostComputeRunning =
-      this.inventoryService.isItemsCostComputeRunning(tenantId);
-
-    const organizationName = settings.get({
-      group: 'organization',
-      key: 'name',
-    });
-    const baseCurrency = settings.get({
-      group: 'organization',
-      key: 'base_currency',
-    });
-
-    return {
-      isCostComputeRunning: parseBoolean(isCostComputeRunning, false),
-      organizationName,
-      baseCurrency,
-    };
-  }
-
   /**
    * Retrieve the inventory details report data.
    * @param {number} tenantId -
@@ -115,11 +83,12 @@ export class InventoryDetailsService extends FinancialSheet {
       tenant.metadata.baseCurrency,
       i18n
     );
+    const meta = await this.inventoryDetailsMeta.meta(tenantId, query);
 
     return {
       data: inventoryDetailsInstance.reportData(),
       query: filter,
-      meta: this.reportMetadata(tenantId),
+      meta,
     };
   }
 }