feat: more resources support importing

packages/server/resources/locales/en.json

@@ -244,6 +244,7 @@
   "account.field.active": "Active",
   "account.field.currency": "Currency",
   "account.field.balance": "Balance",
+  "account.field.parent_account": "Parent Account",
   "account.field.created_at": "Created at",
   "item.field.type": "Item Type",
   "item.field.type.inventory": "Inventory",
@@ -277,8 +278,14 @@
   "invoice.field.invoice_message": "Invoice message",
   "invoice.field.terms_conditions": "Terms & conditions",
   "invoice.field.amount": "Amount",
+  "invoice.field.exchange_rate": "Exchange Rate",
   "invoice.field.payment_amount": "Payment amount",
   "invoice.field.due_amount": "Due amount",
+  "invoice.field.delivered": "Delivered",
+  "invoice.field.item_name": "Item Name",
+  "invoice.field.rate": "Rate",
+  "invoice.field.quantity": "Quantity",
+  "invoice.field.description": "Description",
   "invoice.field.status": "Status",
   "invoice.field.status.paid": "Paid",
   "invoice.field.status.partially-paid": "Partially paid",
@@ -287,6 +294,7 @@
   "invoice.field.status.delivered": "Delivered",
   "invoice.field.status.draft": "Draft",
   "invoice.field.created_at": "Created at",
+  "invoice.field.currency": "Currency",
   "estimate.field.amount": "Amount",
   "estimate.field.estimate_number": "Estimate number",
   "estimate.field.customer": "Customer",
@@ -311,12 +319,17 @@
   "payment_receive.field.created_at": "Created at",
   "bill_payment.field.vendor": "Vendor",
   "bill_payment.field.amount": "Amount",
-  "bill_payment.field.due_amount": "Due amount",
+  "bill_payment.field.due_amount": "Due Amount",
-  "bill_payment.field.payment_account": "Payment account",
+  "bill_payment.field.payment_account": "Payment Account",
-  "bill_payment.field.payment_number": "Payment number",
+  "bill_payment.field.payment_number": "Payment No.",
-  "bill_payment.field.payment_date": "Payment date",
+  "bill_payment.field.payment_date": "Payment Date",
   "bill_payment.field.reference_no": "Reference No.",
   "bill_payment.field.description": "Description",
+  "bill_payment.field.exchange_rate": "Exchange Rate",
+  "bill_payment.field.statement": "Statement",
+  "bill_payment.field.entries.bill": "Bill No.",
+  "bill_payment.field.entries.payment_amount": "Payment Amount",
+  "bill_payment.field.reference": "Reference No.",
   "bill_payment.field.created_at": "Created at",
   "bill.field.vendor": "Vendor",
   "bill.field.bill_number": "Bill number",
@@ -344,12 +357,18 @@
   "inventory_adjustment.field.description": "Description",
   "inventory_adjustment.field.published_at": "Published at",
   "inventory_adjustment.field.created_at": "Created at",
-  "expense.field.payment_date": "Payment date",
+  "expense.field.payment_date": "Payment Date",
-  "expense.field.payment_account": "Payment account",
+  "expense.field.payment_account": "Payment Account",
   "expense.field.amount": "Amount",
+  "expense.field.currency_code": "Currency",
+  "expense.field.exchange_rate": "Exchange Rate", 
   "expense.field.reference_no": "Reference No.",
   "expense.field.description": "Description",
+  "expense.field.line_description": "Line Description",
   "expense.field.published": "Published",
+  "expense.field.categories": "Categories",
+  "expense.field.expense_account": "Expense Account",
+  "expense.field.publish": "Publish",
   "expense.field.status": "Status",
   "expense.field.status.draft": "Draft",
   "expense.field.status.published": "Published",
@@ -414,6 +433,8 @@
   "vendor.field.status.unpaid": "Unpaid",
   "Invoice write-off": "Invoice write-off",
 
+  
+
   "transaction_type.credit_note": "Credit note",
   "transaction_type.refund_credit_note": "Refund credit note",
   "transaction_type.vendor_credit": "Vendor credit",

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

@@ -317,7 +317,7 @@ export class ExpensesController extends BaseController {
     const { tenantId } = req;
     const filter = {
       sortOrder: 'desc',
-      columnSortBy: 'created_at',
+      columnSortBy: 'createdAt',
       page: 1,
       pageSize: 12,
       ...this.matchedQueryData(req),

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

@@ -328,7 +328,7 @@ export default class ManualJournalsController extends BaseController {
     const { tenantId } = req;
     const filter = {
       sortOrder: 'desc',
-      columnSortBy: 'created_at',
+      columnSortBy: 'createdAt',
       page: 1,
       pageSize: 12,
       ...this.matchedQueryData(req),

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

@@ -459,7 +459,7 @@ export default class SaleInvoicesController extends BaseController {
     const { tenantId } = req;
     const filter = {
       sortOrder: 'desc',
-      columnSortBy: 'created_at',
+      columnSortBy: 'createdAt',
       page: 1,
       pageSize: 12,
       ...this.matchedQueryData(req),

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

@@ -119,6 +119,49 @@ export default {
       exportable: true,
     },
   },
+  fields2: {
+    name: {
+      name: 'account.field.name',
+      fieldType: 'text',
+      unique: true,
+      required: true,
+    },
+    description: {
+      name: 'account.field.description',
+      fieldType: 'text',
+    },
+    code: {
+      name: 'account.field.code',
+      fieldType: 'text',
+      minLength: 3,
+      maxLength: 6,
+      unique: true,
+      importHint: 'Unique number to identify the account.',
+    },
+    accountType: {
+      name: 'account.field.type',
+      fieldType: 'enumeration',
+      options: ACCOUNT_TYPES.map((accountType) => ({
+        label: accountType.label,
+        key: accountType.key,
+      })),
+      required: true,
+    },
+    active: {
+      name: 'account.field.active',
+      fieldType: 'boolean',
+    },
+    currencyCode: {
+      name: 'account.field.currency',
+      fieldType: 'text',
+    },
+    parentAccountId: {
+      name: 'account.field.parent_account',
+      fieldType: 'relation',
+      relationModel: 'Account',
+      relationImportMatch: ['name', 'code'],
+    },
+  },
 };
 
 /**

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

@@ -144,7 +144,7 @@ export default {
           required: true,
         },
         description: {
-          name: 'Description',
+          name: 'Line Description',
           fieldType: 'text',
         },
       },

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

@@ -4,6 +4,10 @@ export default {
     sortOrder: 'DESC',
     sortField: 'bill_date',
   },
+  importable: true,
+  importAggregator: 'group',
+  importAggregateOn: 'entries',
+  importAggregateBy: 'paymentNumber',
   fields: {
     vendor: {
       name: 'bill_payment.field.vendor',
@@ -63,4 +67,64 @@ export default {
       fieldType: 'date',
     },
   },
+  fields2: {
+    vendorId: {
+      name: 'bill_payment.field.vendor',
+      fieldType: 'relation',
+      relationModel: 'Contact',
+      relationImportMatch: ['displayName'],
+      required: true,
+    },
+    payment_date: {
+      name: 'bill_payment.field.payment_date',
+      fieldType: 'date',
+      required: true,
+    },
+    paymentNumber: {
+      name: 'bill_payment.field.payment_number',
+      fieldType: 'text',
+      unique: true,
+    },
+    paymentAccountId: {
+      name: 'bill_payment.field.payment_account',
+      fieldType: 'relation',
+      relationModel: 'Account',
+      relationImportMatch: ['name', 'code'],
+      required: true,
+    },
+    exchangeRate: {
+      name: 'bill_payment.field.exchange_rate',
+      fieldType: 'number',
+    },
+    statement: {
+      name: 'bill_payment.field.statement',
+      fieldType: 'text',
+    },
+    reference: {
+      name: 'bill_payment.field.reference',
+      fieldType: 'text',
+    },
+    entries: {
+      name: 'bill_payment.field.entries',
+      column: 'entries',
+      fieldType: 'collection',
+      collectionOf: 'object',
+      collectionMinLength: 1,
+      required: true,
+      fields: {
+        billId: {
+          name: 'bill_payment.field.entries.bill',
+          fieldType: 'relation',
+          relationModel: 'Bill',
+          relationImportMatch: 'billNumber',
+          required: true,
+        },
+        paymentAmount: {
+          name: 'bill_payment.field.entries.payment_amount',
+          fieldType: 'number',
+          required: true,
+        },
+      },
+    },
+  },
 };

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

@@ -212,6 +212,161 @@ export default {
       fieldType: 'date',
     },
   },
+  fields2: {
+    customerType: {
+      name: 'Customer Type',
+      fieldType: 'enumeration',
+      options: [
+        { key: 'business', label: 'Business' },
+        { key: 'individual', label: 'Individual' },
+      ],
+      required: true,
+    },
+    firstName: {
+      name: 'customer.field.first_name',
+      column: 'first_name',
+      fieldType: 'text',
+    },
+    lastName: {
+      name: 'customer.field.last_name',
+      column: 'last_name',
+      fieldType: 'text',
+    },
+    displayName: {
+      name: 'customer.field.display_name',
+      column: 'display_name',
+      fieldType: 'text',
+      required: true,
+    },
+    email: {
+      name: 'customer.field.email',
+      column: 'email',
+      fieldType: 'text',
+    },
+    workPhone: {
+      name: 'customer.field.work_phone',
+      column: 'work_phone',
+      fieldType: 'text',
+    },
+    personalPhone: {
+      name: 'customer.field.personal_phone',
+      column: 'personal_phone',
+      fieldType: 'text',
+    },
+    companyName: {
+      name: 'customer.field.company_name',
+      column: 'company_name',
+      fieldType: 'text',
+    },
+    website: {
+      name: 'customer.field.website',
+      column: 'website',
+      fieldType: 'url',
+    },
+    openingBalance: {
+      name: 'customer.field.opening_balance',
+      column: 'opening_balance',
+      fieldType: 'number',
+    },
+    openingBalanceAt: {
+      name: 'customer.field.opening_balance_at',
+      column: 'opening_balance_at',
+      filterable: false,
+      fieldType: 'date',
+    },
+    openingBalanceExchangeRate: {
+      name: 'Opening Balance Ex. Rate',
+      column: 'opening_balance_exchange_rate',
+      fieldType: 'number',
+    },
+    currencyCode: {
+      name: 'customer.field.currency',
+      column: 'currency_code',
+      fieldType: 'text',
+    },
+    note: {
+      name: 'Note',
+      column: 'note',
+      fieldType: 'text',
+    },
+    active: {
+      name: 'Active',
+      column: 'active',
+      fieldType: 'boolean',
+    },
+    // Billing Address
+    billingAddress1: {
+      name: 'Billing Address 1',
+      column: 'billing_address1',
+      fieldType: 'text',
+    },
+    billingAddress2: {
+      name: 'Billing Address 2',
+      column: 'billing_address2',
+      fieldType: 'text',
+    },
+    billingAddressCity: {
+      name: 'Billing Address City',
+      column: 'billing_address_city',
+      fieldType: 'text',
+    },
+    billingAddressCountry: {
+      name: 'Billing Address Country',
+      column: 'billing_address_country',
+      fieldType: 'text',
+    },
+    billingAddressPostcode: {
+      name: 'Billing Address Postcode',
+      column: 'billing_address_postcode',
+      fieldType: 'text',
+    },
+    billingAddressState: {
+      name: 'Billing Address State',
+      column: 'billing_address_state',
+      fieldType: 'text',
+    },
+    billingAddressPhone: {
+      name: 'Billing Address Phone',
+      column: 'billing_address_phone',
+      fieldType: 'text',
+    },
+    // Shipping Address
+    shippingAddress1: {
+      name: 'Shipping Address 1',
+      column: 'shipping_address1',
+      fieldType: 'text',
+    },
+    shippingAddress2: {
+      name: 'Shipping Address 2',
+      column: 'shipping_address2',
+      fieldType: 'text',
+    },
+    shippingAddressCity: {
+      name: 'Shipping Address City',
+      column: 'shipping_address_city',
+      fieldType: 'text',
+    },
+    shippingAddressCountry: {
+      name: 'Shipping Address Country',
+      column: 'shipping_address_country',
+      fieldType: 'text',
+    },
+    shippingAddressPostcode: {
+      name: 'Shipping Address Postcode',
+      column: 'shipping_address_postcode',
+      fieldType: 'text',
+    },
+    shippingAddressPhone: {
+      name: 'Shipping Address Phone',
+      column: 'shipping_address_phone',
+      fieldType: 'text',
+    },
+    shippingAddressState: {
+      name: 'Shipping Address State',
+      column: 'shipping_address_state',
+      fieldType: 'text',
+    },
+  },
 };
 
 function statusFieldFilterQuery(query, role) {

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

@@ -7,13 +7,14 @@ export default {
     sortOrder: 'DESC',
     sortField: 'name',
   },
+  importable: true,
   fields: {
-    'payment_date': {
+    payment_date: {
       name: 'expense.field.payment_date',
       column: 'payment_date',
       fieldType: 'date',
     },
-    'payment_account': {
+    payment_account: {
       name: 'expense.field.payment_account',
       column: 'payment_account_id',
       fieldType: 'relation',
@@ -24,27 +25,27 @@ export default {
       relationEntityLabel: 'name',
       relationEntityKey: 'slug',
     },
-    'amount': {
+    amount: {
       name: 'expense.field.amount',
       column: 'total_amount',
       fieldType: 'number',
     },
-    'reference_no': {
+    reference_no: {
       name: 'expense.field.reference_no',
       column: 'reference_no',
       fieldType: 'text',
     },
-    'description': {
+    description: {
       name: 'expense.field.description',
       column: 'description',
       fieldType: 'text',
     },
-    'published': {
+    published: {
       name: 'expense.field.published',
       column: 'published_at',
       fieldType: 'date',
     },
-    'status': {
+    status: {
       name: 'expense.field.status',
       fieldType: 'enumeration',
       options: [
@@ -54,12 +55,69 @@ export default {
       filterCustomQuery: StatusFieldFilterQuery,
       sortCustomQuery: StatusFieldSortQuery,
     },
-    'created_at': {
+    createdAt: {
       name: 'expense.field.created_at',
       column: 'created_at',
       fieldType: 'date',
     },
   },
+  fields2: {
+    paymentAccountId: {
+      name: 'expense.field.payment_account',
+      fieldType: 'relation',
+      relationModel: 'Account',
+      relationImportMatch: ['name', 'code'], 
+      required: true,
+    },
+    referenceNo: {
+      name: 'expense.field.reference_no',
+      fieldType: 'text',
+    },
+    paymentDate: {
+      name: 'expense.field.payment_date',
+      fieldType: 'date',
+      required: true,
+    },
+    currencyCode: {
+      name: 'expense.field.currency_code',
+      fieldType: 'text',
+    },
+    exchangeRate: {
+      name: 'expense.field.exchange_rate',
+      fieldType: 'number',
+    },
+    description: {
+      name: 'expense.field.description',
+      fieldType: 'text',
+    },
+    categories: {
+      name: 'expense.field.categories',
+      fieldType: 'collection',
+      collectionOf: 'object',
+      fields: {
+        expenseAccountId: {
+          name: 'expense.field.expense_account',
+          fieldType: 'relation',
+          relationModel: 'Account',
+          relationImportMatch: ['name', 'code'],
+          required: true,
+        },
+        amount: {
+          name: 'expense.field.amount',
+          fieldType: 'number',
+          required: true,
+        },
+        description: {
+          name: 'expense.field.line_description',
+          fieldType: 'text',
+        },
+      },
+    },
+    publish: {
+      name: 'expense.field.publish',
+      fieldType: 'boolean',
+    },
+  },
 };
 
 function StatusFieldFilterQuery(query, role) {

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

@@ -5,6 +5,96 @@ export default {
     sortField: 'name',
     sortOrder: 'DESC',
   },
+  fields2: {
+    type: {
+      name: 'item.field.type',
+      fieldType: 'enumeration',
+      options: [
+        { key: 'inventory', label: 'item.field.type.inventory' },
+        { key: 'service', label: 'item.field.type.service' },
+        { key: 'non-inventory', label: 'item.field.type.non-inventory' },
+      ],
+      required: true,
+    },
+    name: {
+      name: 'item.field.name',
+      fieldType: 'text',
+      required: true,
+      unique: true,
+    },
+    code: {
+      name: 'item.field.code',
+      fieldType: 'text',
+      unique: true,
+    },
+    sellable: {
+      name: 'item.field.sellable',
+      fieldType: 'boolean',
+      required: true,
+    },
+    purchasable: {
+      name: 'item.field.purchasable',
+      fieldType: 'boolean',
+      required: true,
+    },
+    sellPrice: {
+      name: 'item.field.sell_price',
+      fieldType: 'number',
+      required: true,
+    },
+    costPrice: {
+      name: 'item.field.cost_price',
+      fieldType: 'number',
+      required: true,
+    },
+    costAccount: {
+      name: 'item.field.cost_account',
+      fieldType: 'relation',
+      relationModel: 'Account',
+      relationImportMatch: ['name', 'code'],
+      required: true,
+    },
+    sellAccount: {
+      name: 'item.field.sell_account',
+      fieldType: 'relation',
+      relationModel: 'Account',
+      relationImportMatch: ['name', 'code'],
+      required: true,
+    },
+    inventoryAccount: {
+      name: 'item.field.inventory_account',
+      fieldType: 'relation',
+      relationModel: 'Account',
+      relationImportMatch: ['name', 'code'],
+      required: true,
+    },
+    sellDescription: {
+      name: 'Sell description',
+      column: 'sell_description',
+      fieldType: 'text',
+    },
+    purchaseDescription: {
+      name: 'Purchase description',
+      column: 'purchase_description',
+      fieldType: 'text',
+      importable: true,
+    },
+    note: {
+      name: 'item.field.note',
+      fieldType: 'text',
+    },
+    category: {
+      name: 'item.field.category',
+      fieldType: 'relation',
+      relationModel: 'ItemCategory',
+      relationImportMatch: 'name',
+    },
+    active: {
+      name: 'item.field.active',
+      fieldType: 'boolean',
+      importable: true,
+    },
+  },
   fields: {
     type: {
       name: 'item.field.type',
@@ -31,7 +121,6 @@ export default {
       column: 'code',
       fieldType: 'text',
       importable: true,
-      
     },
     sellable: {
       name: 'item.field.sellable',
@@ -66,13 +155,11 @@ export default {
       column: 'cost_account_id',
       fieldType: 'relation',
 
-      relationType: 'enumeration',
       relationKey: 'costAccount',
 
       relationEntityLabel: 'name',
       relationEntityKey: 'slug',
 
-      dataTransferObjectKey: 'costAccountId',
       importableRelationLabel: ['name', 'code'],
       importable: true,
       required: true,
@@ -82,8 +169,8 @@ export default {
       column: 'sell_account_id',
       fieldType: 'relation',
 
-      relationType: 'enumeration',
       relationKey: 'sellAccount',
+      relationType: 'one-to-many',
 
       relationEntityLabel: 'name',
       relationEntityKey: 'slug',
@@ -98,7 +185,6 @@ export default {
       column: 'inventory_account_id',
       fieldType: 'relation',
 
-      relationType: 'enumeration',
       relationKey: 'inventoryAccount',
 
       relationEntityLabel: 'name',
@@ -137,7 +223,6 @@ export default {
       column: 'category_id',
       fieldType: 'relation',
 
-      relationType: 'enumeration',
       relationKey: 'category',
 
       relationEntityLabel: 'name',

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

@@ -30,4 +30,16 @@ export default {
       columnType: 'date',
     },
   },
+  fields2: {
+    name: {
+      name: 'item_category.field.name',
+      column: 'name',
+      fieldType: 'text',
+    },
+    description: {
+      name: 'item_category.field.description',
+      column: 'description',
+      fieldType: 'text',
+    },
+  },
 };

packages/server/src/models/ModelSetting.ts

@@ -1,15 +1,36 @@
 import { get } from 'lodash';
-import { IModelMeta, IModelMetaField, IModelMetaDefaultSort } from '@/interfaces';
+import {
+  IModelMeta,
+  IModelMetaField,
+  IModelMetaDefaultSort,
+} from '@/interfaces';
+
+const defaultModelMeta = {
+  fields: {},
+  fields2: {},
+};
 
 export default (Model) =>
   class ModelSettings extends Model {
     /**
      *
+     * @returns {IModelMeta}
      */
     static get meta(): IModelMeta {
       throw new Error('');
     }
 
+    /**
+     * Parsed meta merged with default emta.
+     * @returns {IModelMeta}
+     */
+    static get parsedMeta(): IModelMeta {
+      return {
+        ...defaultModelMeta,
+        ...this.meta,
+      };
+    }
+
     /**
      * Retrieve specific model field meta of the given field key.
      * @param {string} key
@@ -22,12 +43,12 @@ export default (Model) =>
     }
 
     /**
-     * Retrieve  the specific model meta.
+     * Retrieves the specific model meta.
      * @param {string} key
      * @returns
      */
     public static getMeta(key?: string) {
-      return key ? get(this.meta, key): this.meta; 
+      return key ? get(this.parsedMeta, key) : this.parsedMeta;
     }
 
     /**

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

@@ -4,18 +4,22 @@ export default {
     sortOrder: 'DESC',
     sortField: 'estimate_date',
   },
+  importable: true,
+  importAggregator: 'group',
+  importAggregateOn: 'entries',
+  importAggregateBy: 'estimateNumber',
   fields: {
-    'amount': {
+    amount: {
       name: 'estimate.field.amount',
       column: 'amount',
       fieldType: 'number',
     },
-    'estimate_number': {
+    estimate_number: {
       name: 'estimate.field.estimate_number',
       column: 'estimate_number',
       fieldType: 'text',
     },
-    'customer': {
+    customer: {
       name: 'estimate.field.customer',
       column: 'customer_id',
       fieldType: 'relation',
@@ -26,32 +30,32 @@ export default {
       relationEntityLabel: 'display_name',
       relationEntityKey: 'id',
     },
-    'estimate_date': {
+    estimate_date: {
       name: 'estimate.field.estimate_date',
       column: 'estimate_date',
       fieldType: 'date',
     },
-    'expiration_date': {
+    expiration_date: {
       name: 'estimate.field.expiration_date',
       column: 'expiration_date',
       fieldType: 'date',
     },
-    'reference_no': {
+    reference_no: {
       name: 'estimate.field.reference_no',
       column: 'reference',
       fieldType: 'text',
     },
-    'note': {
+    note: {
       name: 'estimate.field.note',
       column: 'note',
       fieldType: 'text',
     },
-    'terms_conditions': {
+    terms_conditions: {
       name: 'estimate.field.terms_conditions',
       column: 'terms_conditions',
       fieldType: 'text',
     },
-    'status': {
+    status: {
       name: 'estimate.field.status',
       fieldType: 'enumeration',
       options: [
@@ -63,12 +67,89 @@ export default {
       filterCustomQuery: StatusFieldFilterQuery,
       sortCustomQuery: StatusFieldSortQuery,
     },
-    'created_at': {
+    created_at: {
       name: 'estimate.field.created_at',
       column: 'created_at',
       columnType: 'date',
     },
   },
+  fields2: {
+    customerId: {
+      name: 'Customer',
+      fieldType: 'relation',
+      relationModel: 'Contact',
+      relationImportMatch: ['displayName'],
+      required: true,
+    },
+    estimateDate: {
+      name: 'Estimate Date',
+      fieldType: 'date',
+      required: true,
+    },
+    expirationDate: {
+      name: 'Expiration Date',
+      fieldType: 'date',
+      required: true,
+    },
+    estimateNumber: {
+      name: 'Estimate No.',
+      fieldType: 'text',
+    },
+    reference: {
+      name: 'Reference No.',
+      fieldType: 'text',
+    },
+    exchangeRate: {
+      name: 'Exchange Rate',
+      fieldType: 'number',
+    },
+    currencyCode: {
+      name: 'Currency',
+      fieldType: 'text',
+    },
+    note: {
+      name: 'Note',
+      fieldType: 'text',
+    },
+    termsConditions: {
+      name: 'Terms & Conditions',
+      fieldType: 'text',
+    },
+    delivered: {
+      name: 'Delivered',
+      type: 'boolean',
+    },
+    entries: {
+      name: 'Entries',
+      fieldType: 'collection',
+      collectionOf: 'object',
+      collectionMinLength: 1,
+      required: true,
+      fields: {
+        itemId: {
+          name: 'invoice.field.item_name',
+          fieldType: 'relation',
+          relationModel: 'Item',
+          relationImportMatch: ['name', 'code'],
+          required: true,
+        },
+        rate: {
+          name: 'invoice.field.rate',
+          fieldType: 'number',
+          required: true,
+        },
+        quantity: {
+          name: 'invoice.field.quantity',
+          fieldType: 'number',
+          required: true,
+        },
+        description: {
+          name: 'Line Description',
+          fieldType: 'text',
+        },
+      },
+    },
+  },
 };
 
 function StatusFieldSortQuery(query, role) {

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

@@ -2,8 +2,12 @@ export default {
   defaultFilterField: 'customer',
   defaultSort: {
     sortOrder: 'DESC',
-    sortField: 'created_at',
+    sortField: 'createdAt',
   },
+  importable: true,
+  importAggregator: 'group',
+  importAggregateOn: 'entries',
+  importAggregateBy: 'invoiceNo',
   fields: {
     customer: {
       name: 'invoice.field.customer',
@@ -77,12 +81,89 @@ export default {
       filterCustomQuery: StatusFieldFilterQuery,
       sortCustomQuery: StatusFieldSortQuery,
     },
-    created_at: {
+    createdAt: {
       name: 'invoice.field.created_at',
       column: 'created_at',
       fieldType: 'date',
     },
   },
+  fields2: {
+    invoiceDate: {
+      name: 'invoice.field.invoice_date',
+      fieldType: 'date',
+      required: true,
+    },
+    dueDate: {
+      name: 'invoice.field.due_date',
+      fieldType: 'date',
+      required: true,
+    },
+    referenceNo: {
+      name: 'invoice.field.reference_no',
+      fieldType: 'text',
+    },
+    invoiceNo: {
+      name: 'invoice.field.invoice_no',
+      fieldType: 'text',
+    },
+    customerId: {
+      name: 'invoice.field.customer',
+      fieldType: 'relation',
+      relationModel: 'Contact',
+      relationImportMatch: 'displayName',
+      required: true,
+    },
+    exchangeRate: {
+      name: 'invoice.field.exchange_rate',
+      fieldType: 'number',
+    },
+    currencyCode: {
+      name: 'invoice.field.currency',
+      fieldType: 'text',
+    },
+    invoiceMessage: {
+      name: 'invoice.field.invoice_message',
+      fieldType: 'text',
+    },
+    termsConditions: {
+      name: 'invoice.field.terms_conditions',
+      fieldType: 'text',
+    },
+    entries: {
+      name: 'invoice.field.entries',
+      fieldType: 'collection',
+      collectionOf: 'object',
+      collectionMinLength: 1,
+      required: true,
+      fields: {
+        itemId: {
+          name: 'invoice.field.item_name',
+          fieldType: 'relation',
+          relationModel: 'Item',
+          relationImportMatch: ['name', 'code'],
+          required: true,
+        },
+        rate: {
+          name: 'invoice.field.rate',
+          fieldType: 'number',
+          required: true,
+        },
+        quantity: {
+          name: 'invoice.field.quantity',
+          fieldType: 'number',
+          required: true,
+        },
+        description: {
+          name: 'invoice.field.description',
+          fieldType: 'text',
+        },
+      },
+    },
+    delivered: {
+      name: 'invoice.field.delivered',
+      fieldType: 'boolean',
+    },
+  },
 };
 
 /**

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

@@ -51,4 +51,33 @@ export default {
       importable: false,
     },
   },
+  fields2: {
+    date: {
+      name: 'Date',
+      fieldType: 'date',
+      required: true,
+    },
+    payee: {
+      name: 'Payee',
+      column: 'payee',
+      fieldType: 'text',
+    },
+    description: {
+      name: 'Description',
+      column: 'description',
+      fieldType: 'text',
+    },
+    referenceNo: {
+      name: 'Reference No.',
+      column: 'reference_no',
+      fieldType: 'text',
+    },
+    amount: {
+      name: 'Amount',
+      column: 'Amount',
+      fieldType: 'numeric',
+      required: true,
+    },
+   
+  }
 };

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

@@ -206,4 +206,149 @@ export default {
       fieldType: 'date',
     },
   },
+  fields2: {
+    firstName: {
+      name: 'vendor.field.first_name',
+      column: 'first_name',
+      fieldType: 'text',
+    },
+    lastName: {
+      name: 'vendor.field.last_name',
+      column: 'last_name',
+      fieldType: 'text',
+    },
+    displayName: {
+      name: 'vendor.field.display_name',
+      column: 'display_name',
+      fieldType: 'text',
+      required: true,
+    },
+    email: {
+      name: 'vendor.field.email',
+      column: 'email',
+      fieldType: 'text',
+    },
+    workPhone: {
+      name: 'vendor.field.work_phone',
+      column: 'work_phone',
+      fieldType: 'text',
+    },
+    personalPhone: {
+      name: 'vendor.field.personal_phone',
+      column: 'personal_phone',
+      fieldType: 'text',
+    },
+    companyName: {
+      name: 'vendor.field.company_name',
+      column: 'company_name',
+      fieldType: 'text',
+    },
+    website: {
+      name: 'vendor.field.website',
+      column: 'website',
+      fieldType: 'text',
+    },
+    openingBalance: {
+      name: 'vendor.field.opening_balance',
+      column: 'opening_balance',
+      fieldType: 'number',
+    },
+    openingBalanceAt: {
+      name: 'vendor.field.opening_balance_at',
+      column: 'opening_balance_at',
+      fieldType: 'date',
+    },
+    openingBalanceExchangeRate: {
+      name: 'Opening Balance Ex. Rate',
+      column: 'opening_balance_exchange_rate',
+      fieldType: 'number',
+    },
+    currencyCode: {
+      name: 'vendor.field.currency',
+      column: 'currency_code',
+      fieldType: 'text',
+    },
+    note: {
+      name: 'Note',
+      column: 'note',
+      fieldType: 'text',
+    },
+    active: {
+      name: 'Active',
+      column: 'active',
+      fieldType: 'boolean',
+    },
+    // Billing Address
+    billingAddress1: {
+      name: 'Billing Address 1',
+      column: 'billing_address1',
+      fieldType: 'text',
+    },
+    billingAddress2: {
+      name: 'Billing Address 2',
+      column: 'billing_address2',
+      fieldType: 'text',
+    },
+    billingAddressCity: {
+      name: 'Billing Address City',
+      column: 'billing_address_city',
+      fieldType: 'text',
+    },
+    billingAddressCountry: {
+      name: 'Billing Address Country',
+      column: 'billing_address_country',
+      fieldType: 'text',
+    },
+    billingAddressPostcode: {
+      name: 'Billing Address Postcode',
+      column: 'billing_address_postcode',
+      fieldType: 'text',
+    },
+    billingAddressState: {
+      name: 'Billing Address State',
+      column: 'billing_address_state',
+      fieldType: 'text',
+    },
+    billingAddressPhone: {
+      name: 'Billing Address Phone',
+      column: 'billing_address_phone',
+      fieldType: 'text',
+    },
+    // Shipping Address
+    shippingAddress1: {
+      name: 'Shipping Address 1',
+      column: 'shipping_address1',
+      fieldType: 'text',
+    },
+    shippingAddress2: {
+      name: 'Shipping Address 2',
+      column: 'shipping_address2',
+      fieldType: 'text',
+    },
+    shippingAddressCity: {
+      name: 'Shipping Address City',
+      column: 'shipping_address_city',
+      fieldType: 'text',
+    },
+    shippingAddressCountry: {
+      name: 'Shipping Address Country',
+      column: 'shipping_address_country',
+      fieldType: 'text',
+    },
+    shippingAddressPostcode: {
+      name: 'Shipping Address Postcode',
+      column: 'shipping_address_postcode',
+      fieldType: 'text',
+    },
+    shippingAddressState: {
+      name: 'Shipping Address State',
+      column: 'shipping_address_state',
+      fieldType: 'text',
+    },
+    shippingAddressPhone: {
+      name: 'Shipping Address Phone',
+      column: 'shipping_address_phone',
+      fieldType: 'text',
+    },
+  },
 };

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

@@ -12,7 +12,7 @@ export const VendorsSampleData = [
     "Opening Balance At": "2022-02-02",
     "Opening Balance Ex. Rate": 2,
     "Currency": "LYD",
-    "Active": "F",
+    "Active": "T",
     "Note": "Doloribus autem optio temporibus dolores mollitia sit.",
     "Billing Address 1": "862 Jessika Well",
     "Billing Address 2": "1091 Dorthy Mount",
@@ -42,7 +42,7 @@ export const VendorsSampleData = [
     "Opening Balance At": "2022-02-02",
     "Opening Balance Ex. Rate": 2,
     "Currency": "LYD",
-    "Active": "F",
+    "Active": "T",
     "Note": "Doloribus dolore dolor dicta vitae in fugit nisi quibusdam.",
     "Billing Address 1": "532 Simonis Spring",
     "Billing Address 2": "3122 Nicolas Inlet",
@@ -72,7 +72,7 @@ export const VendorsSampleData = [
     "Opening Balance At": "2022-02-02",
     "Opening Balance Ex. Rate": 2,
     "Currency": "LYD",
-    "Active": "F",
+    "Active": "T",
     "Note": "Vero quibusdam rem fugit aperiam est modi.",
     "Billing Address 1": "214 Sauer Villages",
     "Billing Address 2": "30687 Kacey Square",
@@ -102,7 +102,7 @@ export const VendorsSampleData = [
     "Opening Balance At": "2022-02-02",
     "Opening Balance Ex. Rate": 2,
     "Currency": "LYD",
-    "Active": "F",
+    "Active": "T",
     "Note": "Quis cumque molestias rerum.",
     "Billing Address 1": "22590 Cathy Harbor",
     "Billing Address 2": "24493 Brycen Brooks",

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

@@ -88,7 +88,8 @@ export class CreateExpense {
   public newExpense = async (
     tenantId: number,
     expenseDTO: IExpenseCreateDTO,
-    authorizedUser: ISystemUser
+    authorizedUser: ISystemUser,
+    trx?: Knex.Transaction
   ): Promise<IExpense> => {
     const { Expense } = await this.tenancy.models(tenantId);
 
@@ -103,7 +104,9 @@ export class CreateExpense {
     );
     // Writes the expense transaction with associated transactions under
     // unit-of-work envirement.
-    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
+    return this.uow.withTransaction(
+      tenantId,
+      async (trx: Knex.Transaction) => {
         // Triggers `onExpenseCreating` event.
         await this.eventPublisher.emitAsync(events.expenses.onCreating, {
           trx,
@@ -125,6 +128,8 @@ export class CreateExpense {
         } as IExpenseCreatedPayload);
 
         return expense;
-    });
+      },
+      trx
+    );
   };
 }

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

@@ -0,0 +1,46 @@
+import { Inject, Service } from 'typedi';
+import { Knex } from 'knex';
+import { IExpenseCreateDTO } from '@/interfaces';
+import { Importable } from '../Import/Importable';
+import { CreateExpense } from './CRUD/CreateExpense';
+import { ExpensesSampleData } from './constants';
+
+@Service()
+export class ExpensesImportable extends Importable {
+  @Inject()
+  private createExpenseService: CreateExpense;
+
+  /**
+   * Importing to account service.
+   * @param {number} tenantId
+   * @param {IAccountCreateDTO} createAccountDTO
+   * @returns
+   */
+  public importable(
+    tenantId: number,
+    createAccountDTO: IExpenseCreateDTO,
+    trx?: Knex.Transaction
+  ) {
+    return this.createExpenseService.newExpense(
+      tenantId,
+      createAccountDTO,
+      {},
+      trx
+    );
+  }
+
+  /**
+   * Concurrrency controlling of the importing process.
+   * @returns {number}
+   */
+  public get concurrency() {
+    return 1;
+  }
+
+  /**
+   * Retrieves the sample data that used to download accounts sample sheet.
+   */
+  public sampleData(): any[] {
+    return ExpensesSampleData;
+  }
+}

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

@@ -36,3 +36,43 @@ export const ERRORS = {
   EXPENSE_ALREADY_PUBLISHED: 'expense_already_published',
   EXPENSE_HAS_ASSOCIATED_LANDED_COST: 'EXPENSE_HAS_ASSOCIATED_LANDED_COST',
 };
+
+export const ExpensesSampleData = [
+  {
+    'Payment Date': '2024-03-01',
+    'Reference No.': 'REF-1',
+    'Payment Account': 'Petty Cash',
+    Description: 'Vel et dolorem architecto veniam.',
+    'Currency Code': '',
+    'Exchange Rate': '',
+    'Expense Account': 'Utilities Expense',
+    Amount: 9000,
+    'Line Description': 'Voluptates voluptas corporis vel.',
+    Publish: 'T',
+  },
+  {
+    'Payment Date': '2024-03-02',
+    'Reference No.': 'REF-2',
+    'Payment Account': 'Petty Cash',
+    Description: 'Id est molestias.',
+    'Currency Code': '',
+    'Exchange Rate': '',
+    'Expense Account': 'Utilities Expense',
+    Amount: 9000,
+    'Line Description': 'Eos voluptatem cumque et voluptate reiciendis.',
+    Publish: 'T',
+  },
+  {
+    'Payment Date': '2024-03-03',
+    'Reference No.': 'REF-3',
+    'Payment Account': 'Petty Cash',
+    Description: 'Quam cupiditate at nihil dicta dignissimos non fugit illo.',
+    'Currency Code': '',
+    'Exchange Rate': '',
+    'Expense Account': 'Utilities Expense',
+    Amount: 9000,
+    'Line Description':
+      'Hic alias rerum sed commodi dolores sint animi perferendis.',
+    Publish: 'T',
+  },
+];

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

@@ -8,6 +8,10 @@ import { ItemsImportable } from '../Items/ItemsImportable';
 import { ItemCategoriesImportable } from '../ItemCategories/ItemCategoriesImportable';
 import { ManualJournalImportable } from '../ManualJournals/ManualJournalsImport';
 import { BillsImportable } from '../Purchases/Bills/BillsImportable';
+import { ExpensesImportable } from '../Expenses/ExpensesImportable';
+import { SaleInvoicesImportable } from '../Sales/Invoices/SaleInvoicesImportable';
+import { SaleEstimatesImportable } from '../Sales/Estimates/SaleEstimatesImportable';
+import { BillPaymentsImportable } from '../Purchases/BillPayments/BillPaymentsImportable';
 
 @Service()
 export class ImportableResources {
@@ -32,6 +36,10 @@ export class ImportableResources {
     { resource: 'ItemCategory', importable: ItemCategoriesImportable },
     { resource: 'ManualJournal', importable: ManualJournalImportable },
     { resource: 'Bill', importable: BillsImportable },
+    { resource: 'Expense', importable: ExpensesImportable },
+    { resource: 'SaleInvoice', importable: SaleInvoicesImportable },
+    { resource: 'SaleEstimate', importable: SaleEstimatesImportable },
+    { resource: 'BillPayment', importable: BillPaymentsImportable },
   ];
 
   public get registry() {

packages/server/src/services/ItemCategories/ItemCategoriesService.ts

@@ -102,7 +102,10 @@ export default class ItemCategoriesService implements IItemCategoriesService {
         }
       });
     if (foundItemCategory) {
-      throw new ServiceError(ERRORS.CATEGORY_NAME_EXISTS);
+      throw new ServiceError(
+        ERRORS.CATEGORY_NAME_EXISTS,
+        'The item category name is already exist.'
+      );
     }
   }
 

packages/server/src/services/ManualJournals/CommandManualJournalValidators.ts

@@ -82,7 +82,10 @@ export class CommandManualJournalValidators {
         }
       });
     if (journals.length > 0) {
-      throw new ServiceError(ERRORS.JOURNAL_NUMBER_EXISTS);
+      throw new ServiceError(
+        ERRORS.JOURNAL_NUMBER_EXISTS,
+        'The journal number is already exist.'
+      );
     }
   }
 

packages/server/src/services/Purchases/BillPayments/BillPaymentsImportable.ts

@@ -0,0 +1,45 @@
+import { Inject, Service } from 'typedi';
+import { Knex } from 'knex';
+import { IBillPaymentDTO } from '@/interfaces';
+import { CreateBillPayment } from './CreateBillPayment';
+import { Importable } from '@/services/Import/Importable';
+import { BillsPaymentsSampleData } from './constants';
+
+@Service()
+export class BillPaymentsImportable extends Importable {
+  @Inject()
+  private createBillPaymentService: CreateBillPayment;
+
+  /**
+   * Importing to account service.
+   * @param {number} tenantId
+   * @param {IAccountCreateDTO} createAccountDTO
+   * @returns
+   */
+  public importable(
+    tenantId: number,
+    billPaymentDTO: IBillPaymentDTO,
+    trx?: Knex.Transaction
+  ) {
+    return this.createBillPaymentService.createBillPayment(
+      tenantId,
+      billPaymentDTO,
+      trx
+    );
+  }
+
+  /**
+   * Concurrrency controlling of the importing process.
+   * @returns {number}
+   */
+  public get concurrency() {
+    return 1;
+  }
+
+  /**
+   * Retrieves the sample data that used to download accounts sample sheet.
+   */
+  public sampleData(): any[] {
+    return BillsPaymentsSampleData;
+  }
+}

packages/server/src/services/Purchases/BillPayments/CreateBillPayment.ts

@@ -48,7 +48,8 @@ export class CreateBillPayment {
    */
   public async createBillPayment(
     tenantId: number,
-    billPaymentDTO: IBillPaymentDTO
+    billPaymentDTO: IBillPaymentDTO,
+    trx?: Knex.Transaction
   ): Promise<IBillPayment> {
     const { BillPayment, Contact } = this.tenancy.models(tenantId);
 
@@ -97,7 +98,9 @@ export class CreateBillPayment {
     );
     // Writes bill payment transacation with associated transactions
     // under unit-of-work envirement.
-    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
+    return this.uow.withTransaction(
+      tenantId,
+      async (trx: Knex.Transaction) => {
         // Triggers `onBillPaymentCreating` event.
         await this.eventPublisher.emitAsync(events.billPayment.onCreating, {
           tenantId,
@@ -119,6 +122,8 @@ export class CreateBillPayment {
         } as IBillPaymentEventCreatedPayload);
 
         return billPayment;
-    });
+      },
+      trx
+    );
   }
 }

packages/server/src/services/Purchases/BillPayments/constants.ts

@@ -15,3 +15,36 @@ export const ERRORS = {
 };
 
 export const DEFAULT_VIEWS = [];
+
+export const BillsPaymentsSampleData = [
+  {
+    'Payment Date': '2024-03-01',
+    Vendor: 'Gabriel Kovacek',
+    'Payment No.': 'P-10001',
+    'Reference No.': 'REF-1',
+    'Payment Account': 'Petty Cash',
+    Statement: 'Vel et dolorem architecto veniam.',
+    'Bill No': 'B-120',
+    'Payment Amount': 100,
+  },
+  {
+    'Payment Date': '2024-03-02',
+    Vendor: 'Gabriel Kovacek',
+    'Payment No.': 'P-10002',
+    'Reference No.': 'REF-2',
+    'Payment Account': 'Petty Cash',
+    Statement: 'Id est molestias.',
+    'Bill No': 'B-121',
+    'Payment Amount': 100,
+  },
+  {
+    'Payment Date': '2024-03-03',
+    Vendor: 'Gabriel Kovacek',
+    'Payment No.': 'P-10003',
+    'Reference No.': 'REF-3',
+    'Payment Account': 'Petty Cash',
+    Statement: 'Quam cupiditate at nihil dicta dignissimos non fugit illo.',
+    'Bill No': 'B-122',
+    'Payment Amount': 100,
+  },
+];

packages/server/src/services/Purchases/Bills/BillsImportable.ts

@@ -3,6 +3,7 @@ import { Knex } from 'knex';
 import { Importable } from '@/services/Import/Importable';
 import { CreateBill } from './CreateBill';
 import { IBillDTO } from '@/interfaces';
+import { BillsSampleData } from './constants';
 
 @Service()
 export class BillsImportable extends Importable {
@@ -20,7 +21,6 @@ export class BillsImportable extends Importable {
     createAccountDTO: IBillDTO,
     trx?: Knex.Transaction
   ) {
-    console.log(JSON.stringify(createAccountDTO));
     return this.createBillService.createBill(
       tenantId,
       createAccountDTO,
@@ -41,6 +41,6 @@ export class BillsImportable extends Importable {
    * Retrieves the sample data that used to download accounts sample sheet.
    */
   public sampleData(): any[] {
-    return [];
+    return BillsSampleData;
   }
 }

packages/server/src/services/Purchases/Bills/BillsValidators.ts

@@ -28,7 +28,7 @@ export class BillsValidators {
    */
   public validateBillAmountBiggerPaidAmount(
     billAmount: number,
-    paidAmount: number,
+    paidAmount: number
   ) {
     if (billAmount < paidAmount) {
       throw new ServiceError(ERRORS.BILL_AMOUNT_SMALLER_THAN_PAID_AMOUNT);
@@ -53,7 +53,10 @@ export class BillsValidators {
       });
 
     if (foundBills.length > 0) {
-      throw new ServiceError(ERRORS.BILL_NUMBER_EXISTS);
+      throw new ServiceError(
+        ERRORS.BILL_NUMBER_EXISTS,
+        'The bill number is not unique.'
+      );
     }
   }
 

packages/server/src/services/Purchases/Bills/constants.ts

@@ -75,3 +75,49 @@ export const DEFAULT_VIEWS = [
     columns: DEFAULT_VIEW_COLUMNS,
   },
 ];
+
+export const BillsSampleData = [
+  {
+    'Bill No.': 'B-101',
+    'Reference No.': 'REF0',
+    Date: '2024-01-01',
+    'Due Date': '2024-03-01',
+    Vendor: 'Gabriel Kovacek',
+    'Exchange Rate': 1,
+    Note: 'Vel in sit sint.',
+    Open: 'T',
+    Item: 'VonRueden, Ruecker and Hettinger',
+    Quantity: 100,
+    Rate: 100,
+    'Line Description': 'Id a vel quis vel aut.',
+  },
+  {
+    'Bill No.': 'B-102',
+    'Reference No.': 'REF0',
+    Date: '2024-01-01',
+    'Due Date': '2024-03-01',
+    Vendor: 'Gabriel Kovacek',
+    'Exchange Rate': 1,
+    Note: 'Quia ut dolorem qui sint velit.',
+    Open: 'T',
+    Item: 'Thompson - Reichert',
+    Quantity: 200,
+    Rate: 50,
+    'Line Description':
+      'Nesciunt in adipisci quia ab reiciendis nam sed saepe consequatur.',
+  },
+  {
+    'Bill No.': 'B-103',
+    'Reference No.': 'REF0',
+    Date: '2024-01-01',
+    'Due Date': '2024-03-01',
+    Vendor: 'Gabriel Kovacek',
+    'Exchange Rate': 1,
+    Note: 'Dolore aut voluptatem minus pariatur alias pariatur.',
+    Open: 'T',
+    Item: 'VonRueden, Ruecker and Hettinger',
+    Quantity: 100,
+    Rate: 100,
+    'Line Description': 'Quam eligendi provident.',
+  },
+];

packages/server/src/services/Resource/ResourceService.ts

@@ -105,11 +105,14 @@ export default class ResourceService {
     const $enumerationType = (field) =>
       field.fieldType === 'enumeration' ? field : undefined;
 
+    const $hasFields = (field) => 'undefined' !== typeof field.fields ? field : undefined;
+
     const naviagations = [
       ['fields', qim.$each, 'name'],
-      ['fields2', qim.$each, 'name'],
       ['fields', qim.$each, $enumerationType, 'options', qim.$each, 'label'],
+      ['fields2', qim.$each, 'name'],
       ['fields2', qim.$each, $enumerationType, 'options', qim.$each, 'label'],
+      ['fields2', qim.$each, $hasFields, 'fields', qim.$each, 'name'],
     ];
     return this.i18nService.i18nApply(naviagations, meta, tenantId);
   }

packages/server/src/services/Sales/Estimates/CreateSaleEstimate.ts

@@ -43,7 +43,8 @@ export class CreateSaleEstimate {
    */
   public async createEstimate(
     tenantId: number,
-    estimateDTO: ISaleEstimateDTO
+    estimateDTO: ISaleEstimateDTO,
+    trx?: Knex.Transaction
   ): Promise<ISaleEstimate> {
     const { SaleEstimate, Contact } = this.tenancy.models(tenantId);
 
@@ -75,7 +76,9 @@ export class CreateSaleEstimate {
       estimateDTO.entries
     );
     // Creates a sale estimate transaction with associated transactions as UOW.
-    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
+    return this.uow.withTransaction(
+      tenantId,
+      async (trx: Knex.Transaction) => {
         // Triggers `onSaleEstimateCreating` event.
         await this.eventPublisher.emitAsync(events.saleEstimate.onCreating, {
           estimateDTO,
@@ -97,6 +100,8 @@ export class CreateSaleEstimate {
         } as ISaleEstimateCreatedPayload);
 
         return saleEstimate;
-    });
+      },
+      trx
+    );
   }
 }

packages/server/src/services/Sales/Estimates/SaleEstimateValidators.ts

@@ -41,7 +41,10 @@ export class SaleEstimateValidators {
         }
       });
     if (foundSaleEstimate) {
-      throw new ServiceError(ERRORS.SALE_ESTIMATE_NUMBER_EXISTANCE);
+      throw new ServiceError(
+        ERRORS.SALE_ESTIMATE_NUMBER_EXISTANCE,
+        'The given sale estimate is not unique.'
+      );
     }
   }
 

packages/server/src/services/Sales/Estimates/SaleEstimatesImportable.ts

@@ -0,0 +1,45 @@
+import { Inject, Service } from 'typedi';
+import { Knex } from 'knex';
+import { ISaleEstimateDTO } from '@/interfaces';
+import { CreateSaleEstimate } from './CreateSaleEstimate';
+import { Importable } from '@/services/Import/Importable';
+import { SaleEstimatesSampleData } from './constants';
+
+@Service()
+export class SaleEstimatesImportable extends Importable {
+  @Inject()
+  private createEstimateService: CreateSaleEstimate;
+
+  /**
+   * Importing to account service.
+   * @param {number} tenantId
+   * @param {IAccountCreateDTO} createAccountDTO
+   * @returns
+   */
+  public importable(
+    tenantId: number,
+    createEstimateDTO: ISaleEstimateDTO,
+    trx?: Knex.Transaction
+  ) {
+    return this.createEstimateService.createEstimate(
+      tenantId,
+      createEstimateDTO,
+      trx
+    );
+  }
+
+  /**
+   * Concurrrency controlling of the importing process.
+   * @returns {number}
+   */
+  public get concurrency() {
+    return 1;
+  }
+
+  /**
+   * Retrieves the sample data that used to download accounts sample sheet.
+   */
+  public sampleData(): any[] {
+    return SaleEstimatesSampleData;
+  }
+}

packages/server/src/services/Sales/Estimates/constants.ts

@@ -122,3 +122,54 @@ export const DEFAULT_VIEWS = [
     columns: DEFAULT_VIEW_COLUMNS,
   },
 ];
+
+export const SaleEstimatesSampleData = [
+  {
+    Customer: 'Ambrose Olson',
+    'Estimate Date': '2024-01-01',
+    'Expiration Date': '2025-01-01',
+    'Estimate No.': 'EST-0001',
+    'Reference No.': 'REF-0001',
+    Currency: '',
+    'Exchange Rate': '',
+    Note: 'Vel autem quis aut ab.',
+    'Terms & Conditions': 'Provident illo architecto sit iste in.',
+    Delivered: 'T',
+    'Item Name': 'Hettinger, Schumm and Bartoletti',
+    Quantity: 1000,
+    Rate: 20,
+    'Line Description': 'Rem esse doloremque praesentium harum maiores.',
+  },
+  {
+    Customer: 'Ambrose Olson',
+    'Estimate Date': '2024-01-02',
+    'Expiration Date': '2025-01-02',
+    'Estimate No.': 'EST-0002',
+    'Reference No.': 'REF-0002',
+    Currency: '',
+    'Exchange Rate': '',
+    Note: 'Tempora voluptas odio deleniti rerum vitae consequatur nihil quis sunt.',
+    'Terms & Conditions': 'Ut eum incidunt quibusdam rerum vero.',
+    Delivered: 'T',
+    'Item Name': 'Hettinger, Schumm and Bartoletti',
+    Quantity: 1000,
+    Rate: 20,
+    'Line Description': 'Qui voluptate aliquam maxime aliquam.',
+  },
+  {
+    Customer: 'Ambrose Olson',
+    'Estimate Date': '2024-01-03',
+    'Expiration Date': '2025-01-03',
+    'Estimate No.': 'EST-0003',
+    'Reference No.': 'REF-0003',
+    Currency: '',
+    'Exchange Rate': '',
+    Note: 'Quia voluptatem delectus doloremque.',
+    'Terms & Conditions': 'Facilis porro vitae ratione.',
+    Delivered: 'T',
+    'Item Name': 'Hettinger, Schumm and Bartoletti',
+    Quantity: 1000,
+    Rate: 20,
+    'Line Description': 'Qui suscipit ducimus qui qui.',
+  },
+];

packages/server/src/services/Sales/Invoices/CreateSaleInvoice.ts

@@ -51,7 +51,8 @@ export class CreateSaleInvoice {
   public createSaleInvoice = async (
     tenantId: number,
     saleInvoiceDTO: ISaleInvoiceCreateDTO,
-    authorizedUser: ITenantUser
+    authorizedUser: ITenantUser,
+    trx?: Knex.Transaction
   ): Promise<ISaleInvoice> => {
     const { SaleInvoice, SaleEstimate, Contact } =
       this.tenancy.models(tenantId);
@@ -96,7 +97,9 @@ export class CreateSaleInvoice {
       );
     }
     // Creates a new sale invoice and associated transactions under unit of work env.
-    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
+    return this.uow.withTransaction(
+      tenantId,
+      async (trx: Knex.Transaction) => {
         // Triggers `onSaleInvoiceCreating` event.
         await this.eventPublisher.emitAsync(events.saleInvoice.onCreating, {
           saleInvoiceDTO,
@@ -122,7 +125,9 @@ export class CreateSaleInvoice {
           eventPayload
         );
         return saleInvoice;
-    });
+      },
+      trx
+    );
   };
 
   /**

packages/server/src/services/Sales/Invoices/SaleInvoicesImportable.ts

@@ -0,0 +1,45 @@
+import { Inject, Service } from 'typedi';
+import { Knex } from 'knex';
+import { ISaleInvoiceCreateDTO } from '@/interfaces';
+import { CreateSaleInvoice } from './CreateSaleInvoice';
+import { Importable } from '@/services/Import/Importable';
+
+@Service()
+export class SaleInvoicesImportable extends Importable {
+  @Inject()
+  private createInvoiceService: CreateSaleInvoice;
+
+  /**
+   * Importing to account service.
+   * @param {number} tenantId
+   * @param {IAccountCreateDTO} createAccountDTO
+   * @returns
+   */
+  public importable(
+    tenantId: number,
+    createAccountDTO: ISaleInvoiceCreateDTO,
+    trx?: Knex.Transaction
+  ) {
+    return this.createInvoiceService.createSaleInvoice(
+      tenantId,
+      createAccountDTO,
+      {},
+      trx
+    );
+  }
+
+  /**
+   * Concurrrency controlling of the importing process.
+   * @returns {number}
+   */
+  public get concurrency() {
+    return 1;
+  }
+
+  /**
+   * Retrieves the sample data that used to download accounts sample sheet.
+   */
+  public sampleData(): any[] {
+    return [];
+  }
+}

packages/webapp/src/containers/Expenses/ExpensesImport.tsx

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

packages/webapp/src/containers/Expenses/ExpensesLanding/ExpenseActionsBar.tsx

@@ -79,6 +79,11 @@ function ExpensesActionsBar({
     refresh();
   };
 
+  // Handle the import button click.
+  const handleImportBtnClick = () => {
+    history.push('/expenses/import');
+  }
+
   // Handle table row size change.
   const handleTableRowSizeChange = (size) => {
     addSetting('expenses', 'tableSize', size);
@@ -135,6 +140,7 @@ function ExpensesActionsBar({
           className={Classes.MINIMAL}
           icon={<Icon icon="file-import-16" iconSize={16} />}
           text={<T id={'import'} />}
+          onClick={handleImportBtnClick}
         />
         <Button
           className={Classes.MINIMAL}

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

@@ -1,5 +1,6 @@
+// @ts-nocheck
 import { useMemo } from 'react';
-import { chain, isEmpty, lowerCase, head, last, set } from 'lodash';
+import { chain, isEmpty, lowerCase, head, last, set, get } from 'lodash';
 import { useImportFileContext } from './ImportFileProvider';
 import { useImportFileMapBootContext } from './ImportFileMappingBoot';
 import { deepdash, transformToForm } from '@/utils';
@@ -21,7 +22,7 @@ export const transformValueToReq = (
 ): { mapping: ImportFileMappingRes[] } => {
   const mapping = chain(value)
     .thru(deepdash.index)
-    .pickBy((_value, key) => !isEmpty(_.get(value, key)))
+    .pickBy((_value, key) => !isEmpty(get(value, key)))
     .map((from, key) => ({
       from,
       to: key.includes('.') ? last(key.split('.')) : key,

packages/webapp/src/containers/Purchases/PaymentMades/PaymentMadesImport.tsx

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

packages/webapp/src/containers/Purchases/PaymentMades/PaymentsLanding/PaymentMadeActionsBar.tsx

@@ -78,6 +78,11 @@ function PaymentMadeActionsBar({
     addSetting('billPayments', 'tableSize', size);
   };
 
+  // Handle the import button click.
+  const handleImportBtnClick = () => {
+    history.push('/payment-mades/import');
+  }
+
   return (
     <DashboardActionsBar>
       <NavbarGroup>
@@ -128,6 +133,7 @@ function PaymentMadeActionsBar({
           className={Classes.MINIMAL}
           icon={<Icon icon={'file-import-16'} />}
           text={<T id={'import'} />}
+          onClick={handleImportBtnClick}
         />
         <Button
           className={Classes.MINIMAL}

packages/webapp/src/containers/Sales/Estimates/EstimatesImport.tsx

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

packages/webapp/src/containers/Sales/Estimates/EstimatesLanding/EstimatesActionsBar.tsx

@@ -77,6 +77,11 @@ function EstimateActionsBar({
     addSetting('salesEstimates', 'tableSize', size);
   };
 
+  // Handle the import button click.
+  const handleImportBtnClick = () => {
+    history.push('/estimates/import');
+  }
+
   return (
     <DashboardActionsBar>
       <NavbarGroup>
@@ -130,6 +135,7 @@ function EstimateActionsBar({
           className={Classes.MINIMAL}
           icon={<Icon icon={'file-import-16'} />}
           text={<T id={'import'} />}
+          onClick={handleImportBtnClick}
         />
         <Button
           className={Classes.MINIMAL}

packages/webapp/src/containers/Sales/Invoices/InvoicesImport.tsx

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

packages/webapp/src/containers/Sales/Invoices/InvoicesLanding/InvoicesActionsBar.tsx

@@ -74,6 +74,11 @@ function InvoiceActionsBar({
     addSetting('salesInvoices', 'tableSize', size);
   };
 
+  // Handle the import button click.
+  const handleImportBtnClick = () => {
+    history.push('/invoices/import');
+  };
+
   return (
     <DashboardActionsBar>
       <NavbarGroup>
@@ -124,6 +129,7 @@ function InvoiceActionsBar({
           className={Classes.MINIMAL}
           icon={<Icon icon={'file-import-16'} />}
           text={<T id={'import'} />}
+          onClick={handleImportBtnClick}
         />
         <Button
           className={Classes.MINIMAL}

packages/webapp/src/routes/dashboard.tsx

@@ -507,6 +507,16 @@ export const getDashboardRoutes = () => [
     subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
   },
   // Expenses.
+  {
+    path: `/expenses/import`,
+    component: lazy(() => import('@/containers/Expenses/ExpensesImport')),
+    breadcrumb: 'Expenses Import',
+    hotkey: 'ctrl+shift+x',
+    pageTitle: 'Expenses Import',
+    sidebarExpand: false,
+    backLink: true,
+    subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
+  },
   {
     path: `/expenses/new`,
     component: lazy(
@@ -657,6 +667,19 @@ export const getDashboardRoutes = () => [
   },
 
   // Estimates
+  {
+    path: `/estimates/import`,
+    component: lazy(
+      () => import('@/containers/Sales/Estimates/EstimatesImport'),
+    ),
+    name: 'estimate-edit',
+    breadcrumb: 'Estimates Import',
+    pageTitle: 'Estimates Import',
+    backLink: true,
+    sidebarExpand: false,
+    defaultSearchResource: RESOURCES_TYPES.ESTIMATE,
+    subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
+  },
   {
     path: `/estimates/:id/edit`,
     component: lazy(
@@ -715,6 +738,17 @@ export const getDashboardRoutes = () => [
   },
 
   // Invoices.
+  {
+    path: `/invoices/import`,
+    component: lazy(() => import('@/containers/Sales/Invoices/InvoicesImport')),
+    name: 'invoice-edit',
+    breadcrumb: 'Invoices Import',
+    pageTitle: 'Invoices Import',
+    sidebarExpand: false,
+    backLink: true,
+    defaultSearchResource: RESOURCES_TYPES.INVOICE,
+    subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
+  },
   {
     path: `/invoices/:id/edit`,
     component: lazy(
@@ -1025,6 +1059,19 @@ export const getDashboardRoutes = () => [
     subscriptionInactive: [SUBSCRIPTION_TYPE.MAIN],
   },
   // Payment modes.
+  {
+    path: `/payment-mades/import`,
+    component: lazy(
+      () => import('@/containers/Purchases/PaymentMades/PaymentMadesImport'),
+    ),
+    name: 'payment-made-edit',
+    breadcrumb: intl.get('edit'),
+    pageTitle: 'Bills Payments Import',
+    sidebarExpand: false,
+    backLink: true,
+    defaultSearchResource: RESOURCES_TYPES.PAYMENT_MADE,
+    subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
+  },
   {
     path: `/payment-mades/:id/edit`,
     component: lazy(