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69 Commits

Author SHA1 Message Date
Ahmed Bouhuolia
d7d1783eee wip 2026-05-27 23:28:17 +02:00
Ahmed Bouhuolia
4a84d5996e wip 2026-05-27 17:37:39 +02:00
Ahmed Bouhuolia
f7d9ac765b Merge branch 'develop' into feat/query-hooks-refactor-kebab-case 2026-05-22 17:12:01 +02:00
Ahmed Bouhuolia
445bc8a582 Merge pull request #1078 from bigcapitalhq/feat/ee-workspaces-multi-org-pr 
feat(ee): add multi-organization workspaces feature
 2026-05-19 21:03:31 +02:00
Ahmed Bouhuolia
b1766a9c6f Merge branch 'develop' into feat/ee-workspaces-multi-org-pr 2026-05-18 13:25:35 +02:00
abouolia
bc1dad56ca chore(sdk): update OpenAPI spec and generated types 2026-05-17 19:20:32 +00:00
abouolia
66ffff5b8d chore(sdk): update OpenAPI spec and generated types 2026-05-12 08:56:28 +00:00
rebekah-create
3cbc4842b9 fix(server): correct "Liabilties" typo to "Liabilities" in balance sheet 
The balance sheet rendered "Current Liabilties" in the Liabilities
section because of a typo in the i18n key, the schema reference, the
swagger example responses, and the generated SDK fixtures. Fixed all
five locations so PDF/HTML/JSON renders all read "Current Liabilities".

- packages/server/src/i18n/en/balance_sheet.json: rename key and value
- packages/server/src/modules/FinancialStatements/modules/BalanceSheet/
  BalanceSheetSchema.ts: update i18n key reference
- packages/server/src/modules/FinancialStatements/modules/BalanceSheet/
  BalanceSheet.swagger.ts: fix three example response strings
- shared/sdk-ts/openapi.json + schema.ts: regenerate to match
 2026-05-12 00:10:44 -04:00
Ahmed Bouhuolia
dfdbd7af6c feat(workspaces): add API endpoints and types for workspace management 
- Implemented endpoints for listing, creating, and deleting workspaces, along with fetching build job status.
- Defined new data transfer objects (DTOs) for workspace creation and response handling.
- Updated OpenAPI schema to reflect the new workspace operations and their respective request/response structures.
- Introduced a new module for workspace-related functionalities in the SDK.
 2026-04-01 23:33:30 +02:00
abouolia
2492a5b043 chore(sdk): update OpenAPI spec and generated types 2026-03-27 14:37:15 +00:00
Ahmed Bouhuolia
25c3fc019f wip 2026-03-19 21:18:44 +02:00
Ahmed Bouhuolia
d53271325c wip 2026-03-19 05:52:04 +02:00
Ahmed Bouhuolia
70e0fd6a89 Merge branch 'develop' into feat/query-hooks-refactor-kebab-case 2026-03-19 02:29:17 +02:00
Ahmed Bouhuolia
2f45263263 feat(server): add Query DTOs for consistent filtering across modules 
- Add GetBillsQuery.dto.ts, GetCreditNotesQuery.dto.ts, GetExpensesQuery.dto.ts
- Add GetItemCategoriesQuery.dto.ts, GetManualJournalsQuery.dto.ts
- Add GetPaymentsReceivedQuery.dto.ts, GetSaleEstimatesQuery.dto.ts
- Add GetSaleInvoicesQuery.dto.ts, GetSaleReceiptsQuery.dto.ts, GetVendorCreditsQuery.dto.ts
- Update DynamicFilterQuery.dto.ts with enhanced filter options
- Refactor controllers and services to use new Query DTOs
- Update SDK schema and sale-estimates types

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-15 08:50:15 +02:00
Ahmed Bouhuolia
2569db702b Merge branch 'develop' into feat/query-hooks-refactor-kebab-case 2026-03-15 06:39:25 +02:00
Ahmed Bouhuolia
6a2edd9417 Merge pull request #1039 from bigcapitalhq/settings-hooks 
feat(sdk-ts): settings fetch utils
 2026-03-14 23:31:14 +02:00
Ahmed Bouhuolia
8685d7ef18 feat(sdk-ts): settings fetch utils 2026-03-14 23:24:31 +02:00
Ahmed Bouhuolia
eff5f6b9f7 feat(sdk-ts): add exchange-rates SDK functions 
- Add fetchLatestExchangeRate function to retrieve exchange rates
- Add ExchangeRateLatestQuery and ExchangeRateLatestResponse types
- Export exchange-rates module from SDK index
 2026-03-14 05:20:12 +02:00
Ahmed Bouhuolia
7387511704 wip 2026-03-14 04:45:59 +02:00
Ahmed Bouhuolia
e474a61c68 wip 2026-03-11 21:47:04 +02:00
Ahmed Bouhuolia
06d1cf3119 feat: add response DTOs for CreditNoteRefunds and Resource modules 
- Add ResourceMetaResponse DTO for resource metadata
- Update CreditNoteRefunds service with proper types
- Regenerate SDK types from updated OpenAPI schema
- Update SDK bank-rules, credit-notes, and organization modules

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-10 23:19:22 +02:00
Ahmed Bouhuolia
48e41da345 Merge pull request #1033 from bigcapitalhq/feat/credit-note-sdk-ts-utils 
feat: add response DTOs for credit note modules and SDK types
 2026-03-09 07:18:36 +02:00
Ahmed Bouhuolia
b59f40d295 feat: add response DTOs for credit note modules and SDK types 2026-03-09 07:12:10 +02:00
Ahmed Bouhuolia
dddeb25923 feat(sdk-ts): add Payment Links, Stripe Integration, Plaid, Import and additional modules 2026-03-09 06:35:03 +02:00
Ahmed Bouhuolia
d5ba54fe5e feat(sdk-ts): add JSON, CSV, XLSX, and PDF support to report functions 
Add multi-format support to SDK-TS report functions:

- Add utility types: OpResponseBodyCsv, OpResponseBodyXlsx, OpResponseBodyPdf
- Create modular report structure in src/reports/ directory
- Implement 5 format functions for each of 18 reports:
  - Table format (existing): fetch*Table()
  - JSON format: fetch*Json()
  - CSV format: fetch*Csv() (returns Blob)
  - XLSX format: fetch*Xlsx() (returns Blob)
  - PDF format: fetch*Pdf() (returns Blob)

Reports with multi-format support:
1. Balance Sheet
2. Trial Balance Sheet
3. Profit/Loss Sheet
4. Cashflow Statement
5. General Ledger
6. Journal
7. Receivable Aging Summary
8. Payable Aging Summary
9. Customer Balance Summary
10. Vendor Balance Summary
11. Transactions By Customers
12. Transactions By Vendors
13. Transactions By Reference
14. Sales By Items
15. Purchases By Items
16. Inventory Valuation
17. Inventory Item Details
18. Sales Tax Liability Summary

Backward compatibility maintained via reports.ts re-export.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-08 05:56:16 +02:00
Ahmed Bouhuolia
92363dd204 feat(sdk-ts): add dashboard and reports API clients with OpenAPI schema updates 
Made-with: Cursor
 2026-03-06 05:45:24 +02:00
Ahmed Bouhuolia
631df56cee feat(sdk): add banking and vendor credits SDK utilities 
- Add SDK types for bank rules, cashflow accounts, and vendor credits
- Update banking controllers with proper OpenAPI annotations
- Update vendor credits controllers with new endpoints and DTOs
- Enhance banking transaction handling for categorize, recognize, pending, and exclude operations
- Add vendor credit apply bills and refund functionality

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-05 23:06:44 +02:00
Ahmed Bouhuolia
4c059d610e feat(sdk-ts): add authentication fetch utils 2026-03-05 19:50:38 +02:00
Ahmed Bouhuolia
ac8dcfed67 feat(sdk): enhance authentication and account management API endpoints 
- Added new authentication routes for user sign-in, sign-up, and password reset functionalities.
- Updated account management routes to include bulk delete and validation for accounts.
- Refactored type definitions to utilize utility functions for better type safety and clarity.
- Introduced new methods for handling user authentication and account operations in the SDK.
 2026-03-05 01:07:14 +02:00
Ahmed Bouhuolia
8960ea1ca2 feat(sdk): more sdk ts fetch utils 2026-03-04 06:26:04 +02:00
Ahmed Bouhuolia
e3c55c5d6f feat(sdk): add OpenAPI export script and TypeScript SDK package 
- Add export-openapi.ts script for server OpenAPI spec export
- Add shared/sdk-ts package with generated API clients (accounts, bills, customers, vendors, etc.)
- Update Customers and Vendors controllers
- Update ReportsEventsTracker
- Update .gitignore, package.json, and pnpm-lock

Made-with: Cursor
 2026-03-03 23:26:24 +02:00
Ahmed Bouhuolia
0ef78a19fe fix: credit note printing 2026-01-01 17:19:06 +02:00
Ahmed Bouhuolia
339289be9f refactor(export): move PDF table template to shared package 2025-12-29 23:54:43 +02:00
Ahmed Bouhuolia
3cfb5cdde8 fix: reports pdf template 2025-12-12 23:38:48 +02:00
Ahmed Bouhuolia
8fd2ccc268 chore: update typecheck workflow to include shared packages and build step 2025-10-18 19:13:15 +02:00
Ahmed Bouhuolia
d640dc1f40 feat: add totalExcludingTax property and update GL entry calculations 2024-12-12 12:49:52 +02:00
Ahmed Bouhuolia
6323e2ffec fix: line-level discount 2024-12-11 11:44:10 +02:00
Ahmed Bouhuolia
beec09788e fix: discount & adjustment sale transactions bugs 2024-12-05 14:47:11 +02:00
Ahmed Bouhuolia
38f2004e56 fix: total lines style 2024-12-04 15:24:58 +02:00
Ahmed Bouhuolia
fabc88c81a feat: add adjustment total in estimates, invoices, and receipts pdf templates 2024-12-03 23:38:27 +02:00
Ahmed Bouhuolia
d5dacaa988 feat: add discount and adjustment fields to email templates. 2024-12-03 13:20:19 +02:00
Ahmed Bouhuolia
dd1392cdc8 feat: add discount functionality to sales and purchase transactions 
- Introduced discount_type and discount fields in Bills and SalesReceipts controllers.
- Updated database migrations to include discount and discount_type in estimates and credit notes tables.
- Enhanced SaleReceipt and SaleEstimate models to support discount attributes.
- Implemented formatting for discount amounts in transformers and PDF templates.
- Updated email templates to display discount information.

This commit enhances the handling of discounts across various transaction types, improving the overall functionality and user experience.
 2024-11-30 14:46:56 +02:00
Ahmed Bouhuolia
4f57782be4 feat: change default mail template messages 2024-11-26 13:15:15 +02:00
Ahmed Bouhuolia
ca44d6346d feat: wip preview mail receipt 2024-11-25 16:18:29 +02:00
Ahmed Bouhuolia
df41de7239 feat: payment received mail receipt 2024-11-25 11:51:13 +02:00
Ahmed Bouhuolia
3537a05ea2 feat: payment received mail preview 2024-11-24 13:19:26 +02:00
Ahmed Bouhuolia
c6db54175f feat: add ssr email templates rendering 2024-11-19 17:14:13 +02:00
Ahmed Bouhuolia
f7bf24acb3 feat: email templates 2024-11-19 14:21:10 +02:00
Ahmed Bouhuolia
ddffe630ff feat: email templates 2024-11-19 14:00:25 +02:00
Ahmed Bouhuolia
2c54092591 feat: wip email templates 2024-11-19 11:56:52 +02:00