fix: change Dockerfile files with new pnpm (#278)

* docs: update README.md [skip ci]

* docs: update .all-contributorsrc [skip ci]

---------

Co-authored-by: allcontributors[bot] <46447321+allcontributors[bot]@users.noreply.github.com>

.all-contributorsrc

@@ -60,6 +60,15 @@
       "contributions": [
         "bug"
       ]
+    },
+    {
+      "login": "kochie",
+      "name": "Robert Koch",
+      "avatar_url": "https://avatars.githubusercontent.com/u/10809884?v=4",
+      "profile": "https://me.kochie.io",
+      "contributions": [
+        "code"
+      ]
     }
   ],
   "contributorsPerLine": 7,

README.md

@@ -80,6 +80,7 @@ Thanks goes to these wonderful people ([emoji key](https://allcontributors.org/d
       <td align="center" valign="top" width="14.28%"><a href="https://scheibling.se"><img src="https://avatars.githubusercontent.com/u/24367830?v=4?s=100" width="100px;" alt="Lars Scheibling"/><br /><sub><b>Lars Scheibling</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Ascheibling" title="Bug reports">🐛</a></td>
       <td align="center" valign="top" width="14.28%"><a href="https://github.com/suhaibaffan"><img src="https://avatars.githubusercontent.com/u/18115937?v=4?s=100" width="100px;" alt="Suhaib Affan"/><br /><sub><b>Suhaib Affan</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=suhaibaffan" title="Code">💻</a></td>
       <td align="center" valign="top" width="14.28%"><a href="https://github.com/KalliopiPliogka"><img src="https://avatars.githubusercontent.com/u/81677549?v=4?s=100" width="100px;" alt="Kalliopi Pliogka"/><br /><sub><b>Kalliopi Pliogka</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3AKalliopiPliogka" title="Bug reports">🐛</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="https://me.kochie.io"><img src="https://avatars.githubusercontent.com/u/10809884?v=4?s=100" width="100px;" alt="Robert Koch"/><br /><sub><b>Robert Koch</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=kochie" title="Code">💻</a></td>
     </tr>
   </tbody>
 </table>

lerna.json

@@ -2,5 +2,6 @@
   "$schema": "node_modules/lerna/schemas/lerna-schema.json",
   "version": "independent",
   "npmClient": "pnpm",
+  "useWorkspaces": true,
   "packages": ["packages/*"]
-}
+}

package.json

@@ -2,7 +2,6 @@
   "name": "bigcapital-monorepo",
   "private": true,
   "scripts": {
-    "bootstrap": "lerna exec pnpm install",
     "dev": "lerna run dev",
     "build": "lerna run build",
     "dev:webapp": "lerna run dev --scope \"@bigcapital/webapp\"",
@@ -23,7 +22,7 @@
     "lerna": "^6.4.1"
   },
   "engines": {
-    "node": "14.x"
+    "node": "16.x || 17.x || 18.x"
   },
   "husky": {
     "hooks": {

packages/server/Dockerfile

@@ -1,4 +1,4 @@
-FROM node:14.20-alpine as build
+FROM node:18.16.0-alpine as build
 
 USER root
 
@@ -83,15 +83,25 @@ WORKDIR /app
 
 RUN chown node:node /
 
+# Install pnpm 
+RUN npm install -g pnpm
+
 # Copy application dependency manifests to the container image.
 COPY ./package*.json ./
+COPY ./pnpm-lock.yaml ./pnpm-lock.yaml
+COPY ./pnpm-workspace.yaml ./pnpm-workspace.yaml
+COPY ./lerna.json ./lerna.json
 COPY ./packages/server/package*.json ./packages/server/
 
-COPY ./lerna.json ./lerna.json
+# Install application dependencies
+RUN apk update
+RUN apk add python3 build-base chromium
 
-# Install app dependencies for production.
+# Set PYHTON env
-RUN npm install
+ENV PYTHON=/usr/bin/python3
-RUN npm run bootstrap
+
+# Install packages dependencies for production.
+RUN pnpm install
 
 COPY --chown=node:node ./packages/server ./packages/server
 

packages/server/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@bigcapital/server",
-  "version": "0.10.1",
+  "version": "0.10.2",
   "description": "",
   "main": "src/server.ts",
   "scripts": {
@@ -43,7 +43,7 @@
     "crypto-random-string": "^3.2.0",
     "csurf": "^1.10.0",
     "deep-map": "^2.0.0",
-    "deepdash": "^5.3.7",
+    "deepdash": "^5.3.9",
     "dotenv": "^8.1.0",
     "errorhandler": "^1.5.1",
     "es6-weak-map": "^2.0.3",
@@ -95,6 +95,7 @@
     "rate-limiter-flexible": "^2.1.14",
     "reflect-metadata": "^0.1.13",
     "rtl-detect": "^1.0.4",
+    "source-map-loader": "^4.0.1",
     "ts-transformer-keys": "^0.4.2",
     "tsyringe": "^4.3.0",
     "typedi": "^0.8.0",

packages/server/resources/locales/en.json

@@ -587,6 +587,7 @@
   "balance_sheet.long_term_liabilities": "Long-Term Liabilities",
   "balance_sheet.non_current_liabilities": "Non-Current Liabilities",
   "balance_sheet.equity": "Equity",
+  "balance_sheet.net_income": "Net Income",
 
   "balance_sheet.account_name": "Account name",
   "balance_sheet.total": "Total",

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

@@ -16,7 +16,7 @@ export default class TrialBalanceSheetController extends BaseFinancialReportCont
   /**
    * Router constructor.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -36,7 +36,7 @@ export default class TrialBalanceSheetController extends BaseFinancialReportCont
    * Validation schema.
    * @return {ValidationChain[]}
    */
-  get trialBalanceSheetValidationSchema(): ValidationChain[] {
+  private get trialBalanceSheetValidationSchema(): ValidationChain[] {
     return [
       ...this.sheetNumberFormatValidationSchema,
       query('basis').optional(),
@@ -59,28 +59,37 @@ export default class TrialBalanceSheetController extends BaseFinancialReportCont
   /**
    * Retrieve the trial balance sheet.
    */
-  public async trialBalanceSheet(
+  private async trialBalanceSheet(
     req: Request,
     res: Response,
     next: NextFunction
   ) {
-    const { tenantId, settings } = req;
+    const { tenantId } = req;
     let filter = this.matchedQueryData(req);
 
     filter = {
       ...filter,
       accountsIds: castArray(filter.accountsIds),
     };
-
     try {
-      const { data, query, meta } =
+      const accept = this.accepts(req);
-        await this.trialBalanceSheetService.trialBalanceSheet(tenantId, filter);
+      const acceptType = accept.types(['json', 'application/json+table']);
 
-      return res.status(200).send({
+      if (acceptType === 'application/json+table') {
-        data: this.transfromToResponse(data),
+        const { table, meta, query } =
-        query: this.transfromToResponse(query),
+          await this.trialBalanceSheetService.trialBalanceSheetTable(
-        meta: this.transfromToResponse(meta),
+            tenantId,
-      });
+            filter
+          );
+        return res.status(200).send({ table, meta, query });
+      } else {
+        const { data, query, meta } =
+          await this.trialBalanceSheetService.trialBalanceSheet(
+            tenantId,
+            filter
+          );
+        return res.status(200).send({ data, query, meta });
+      }
     } catch (error) {
       next(error);
     }

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

@@ -149,6 +149,11 @@ export default class ItemsController extends BaseController {
         .trim()
         .escape()
         .isLength({ max: DATATYPES_LENGTH.TEXT }),
+      check('sell_tax_rate_id').optional({ nullable: true }).isInt().toInt(),
+      check('purchase_tax_rate_id')
+        .optional({ nullable: true })
+        .isInt()
+        .toInt(),
       check('category_id')
         .optional({ nullable: true })
         .isInt({ min: 0, max: DATATYPES_LENGTH.INT_10 })
@@ -508,6 +513,28 @@ export default class ItemsController extends BaseController {
           ],
         });
       }
+      if (error.errorType === 'PURCHASE_TAX_RATE_NOT_FOUND') {
+        return res.status(400).send({
+          errors: [
+            {
+              type: 'PURCHASE_TAX_RATE_NOT_FOUND',
+              message: 'Purchase tax rate has not found.',
+              code: 410,
+            },
+          ],
+        });
+      }
+      if (error.errorType === 'SELL_TAX_RATE_NOT_FOUND') {
+        return res.status(400).send({
+          errors: [
+            {
+              type: 'SELL_TAX_RATE_NOT_FOUND',
+              message: 'Sell tax rate is not found.',
+              code: 420,
+            },
+          ],
+        });
+      }
     }
     next(error);
   }

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

@@ -31,14 +31,14 @@ export default class OrganizationController extends BaseController {
 
     router.post(
       '/build',
-      this.organizationValidationSchema,
+      this.buildOrganizationValidationSchema,
       this.validationResult,
       asyncMiddleware(this.build.bind(this)),
       this.handleServiceErrors.bind(this)
     );
     router.put(
       '/',
-      this.organizationValidationSchema,
+      this.updateOrganizationValidationSchema,
       this.validationResult,
       this.asyncMiddleware(this.updateOrganization.bind(this)),
       this.handleServiceErrors.bind(this)
@@ -55,7 +55,7 @@ export default class OrganizationController extends BaseController {
    * Organization setup schema.
    * @return {ValidationChain[]}
    */
-  private get organizationValidationSchema(): ValidationChain[] {
+  private get commonOrganizationValidationSchema(): ValidationChain[] {
     return [
       check('name').exists().trim(),
       check('industry').optional({ nullable: true }).isString().trim().escape(),
@@ -68,6 +68,29 @@ export default class OrganizationController extends BaseController {
     ];
   }
 
+  /**
+   * Build organization validation schema.
+   * @returns {ValidationChain[]}
+   */
+  private get buildOrganizationValidationSchema(): ValidationChain[] {
+    return [...this.commonOrganizationValidationSchema];
+  }
+
+  /**
+   * Update organization validation schema.
+   * @returns {ValidationChain[]}
+   */
+  private get updateOrganizationValidationSchema(): ValidationChain[] {
+    return [
+      ...this.commonOrganizationValidationSchema,
+      check('tax_number')
+        .optional({ nullable: true })
+        .isString()
+        .trim()
+        .escape(),
+    ];
+  }
+
   /**
    * Builds tenant database and migrate database schema.
    * @param {Request} req - Express request.

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

@@ -115,6 +115,8 @@ export default class BillsController extends BaseController {
       check('note').optional().trim().escape(),
       check('open').default(false).isBoolean().toBoolean(),
 
+      check('is_inclusive_tax').default(false).isBoolean().toBoolean(),
+
       check('entries').isArray({ min: 1 }),
 
       check('entries.*.index').exists().isNumeric().toInt(),
@@ -137,6 +139,15 @@ export default class BillsController extends BaseController {
         .optional({ nullable: true })
         .isNumeric()
         .toInt(),
+      check('entries.*.tax_code')
+        .optional({ nullable: true })
+        .trim()
+        .escape()
+        .isString(),
+      check('entries.*.tax_rate_id')
+        .optional({ nullable: true })
+        .isNumeric()
+        .toInt(),
     ];
   }
 
@@ -542,6 +553,16 @@ export default class BillsController extends BaseController {
           ],
         });
       }
+      if (error.errorType === 'ITEM_ENTRY_TAX_RATE_CODE_NOT_FOUND') {
+        return res.boom.badRequest(null, {
+          errors: [{ type: 'ITEM_ENTRY_TAX_RATE_CODE_NOT_FOUND', code: 1800 }],
+        });
+      }
+      if (error.errorType === 'ITEM_ENTRY_TAX_RATE_ID_NOT_FOUND') {
+        return res.boom.badRequest(null, {
+          errors: [{ type: 'ITEM_ENTRY_TAX_RATE_ID_NOT_FOUND', code: 1900 }],
+        });
+      }
     }
     next(error);
   }

packages/server/src/database/migrations/20231004012644_add_tax_amount_withheld_to_bills_table.js

@@ -0,0 +1,10 @@
+exports.up = (knex) => {
+  return knex.schema.table('bills', (table) => {
+    table.boolean('is_inclusive_tax').defaultTo(false);
+    table.decimal('tax_amount_withheld');
+  });
+};
+
+exports.down = (knex) => {
+  return knex.schema.table('bills', () => {});
+};

packages/server/src/database/migrations/20231004020636_add_sell_purchase_tax_to_items_table.js

@@ -0,0 +1,18 @@
+exports.up = (knex) => {
+  return knex.schema.table('items', (table) => {
+    table
+      .integer('sell_tax_rate_id')
+      .unsigned()
+      .references('id')
+      .inTable('tax_rates');
+    table
+      .integer('purchase_tax_rate_id')
+      .unsigned()
+      .references('id')
+      .inTable('tax_rates');
+  });
+};
+
+exports.down = (knex) => {
+  return knex.schema.dropTableIfExists('tax_rates');
+};

packages/server/src/interfaces/BalanceSheet.ts

@@ -9,6 +9,7 @@ export enum BALANCE_SHEET_SCHEMA_NODE_TYPE {
   AGGREGATE = 'AGGREGATE',
   ACCOUNTS = 'ACCOUNTS',
   ACCOUNT = 'ACCOUNT',
+  NET_INCOME = 'NET_INCOME',
 }
 
 export enum BALANCE_SHEET_NODE_TYPE {
@@ -33,6 +34,7 @@ export enum BALANCE_SHEET_SCHEMA_NODE_ID {
   LOGN_TERM_LIABILITY = 'LOGN_TERM_LIABILITY',
   NON_CURRENT_LIABILITY = 'NON_CURRENT_LIABILITY',
   EQUITY = 'EQUITY',
+  NET_INCOME = 'NET_INCOME',
 }
 
 // Balance sheet query.
@@ -87,7 +89,6 @@ export interface IBalanceSheetDOO {
   meta: IBalanceSheetMeta;
 }
 
-
 export interface IBalanceSheetCommonNode {
   total: IBalanceSheetTotal;
   horizontalTotals?: IBalanceSheetTotal[];
@@ -108,7 +109,7 @@ export interface IBalanceSheetAggregateNode extends IBalanceSheetCommonNode {
   id: string;
   name: string;
   nodeType: BALANCE_SHEET_SCHEMA_NODE_TYPE.AGGREGATE;
-  children?: (IBalanceSheetAggregateNode | IBalanceSheetAccountNode)[];
+  children?: IBalanceSheetDataNode[];
 }
 
 export interface IBalanceSheetTotal {
@@ -118,6 +119,13 @@ export interface IBalanceSheetTotal {
   date?: string | Date;
 }
 
+export interface IBalanceSheetAccountsNode extends IBalanceSheetCommonNode {
+  id: number | string;
+  name: string;
+  nodeType: BALANCE_SHEET_SCHEMA_NODE_TYPE.ACCOUNTS;
+  children: IBalanceSheetAccountNode[];
+}
+
 export interface IBalanceSheetAccountNode extends IBalanceSheetCommonNode {
   id: number;
   index: number;
@@ -128,7 +136,17 @@ export interface IBalanceSheetAccountNode extends IBalanceSheetCommonNode {
   children?: IBalanceSheetAccountNode[];
 }
 
-export type IBalanceSheetDataNode = IBalanceSheetAggregateNode;
+export interface IBalanceSheetNetIncomeNode extends IBalanceSheetCommonNode {
+  id: number;
+  name: string;
+  nodeType: BALANCE_SHEET_SCHEMA_NODE_TYPE.NET_INCOME;
+}
+
+export type IBalanceSheetDataNode =
+  | IBalanceSheetAggregateNode
+  | IBalanceSheetAccountNode
+  | IBalanceSheetAccountsNode
+  | IBalanceSheetNetIncomeNode;
 
 export interface IBalanceSheetPercentageAmount {
   amount: number;
@@ -150,9 +168,16 @@ export interface IBalanceSheetSchemaAccountNode {
   accountsTypes: string[];
 }
 
+export interface IBalanceSheetSchemaNetIncomeNode {
+  id: string;
+  name: string;
+  type: BALANCE_SHEET_SCHEMA_NODE_TYPE;
+}
+
 export type IBalanceSheetSchemaNode =
   | IBalanceSheetSchemaAccountNode
-  | IBalanceSheetSchemaAggregateNode;
+  | IBalanceSheetSchemaAggregateNode
+  | IBalanceSheetSchemaNetIncomeNode;
 
 export interface IBalanceSheetDatePeriods {
   assocAccountNodeDatePeriods(node): any;

packages/server/src/interfaces/Bill.ts

@@ -2,6 +2,7 @@ import { Knex } from 'knex';
 import { IDynamicListFilterDTO } from './DynamicFilter';
 import { IItemEntry, IItemEntryDTO } from './ItemEntry';
 import { IBillLandedCost } from './LandedCost';
+
 export interface IBillDTO {
   vendorId: number;
   billNumber: string;
@@ -15,10 +16,10 @@ export interface IBillDTO {
   exchangeRate?: number;
   open: boolean;
   entries: IItemEntryDTO[];
-
   branchId?: number;
   warehouseId?: number;
   projectId?: number;
+  isInclusiveTax?: boolean;
 }
 
 export interface IBillEditDTO {
@@ -80,6 +81,15 @@ export interface IBill {
 
   localAmount?: number;
   locatedLandedCosts?: IBillLandedCost[];
+
+  amountLocal: number;
+  subtotal: number;
+  subtotalLocal: number;
+  subtotalExcludingTax: number;
+  taxAmountWithheld: number;
+  taxAmountWithheldLocal: number;
+  total: number;
+  totalLocal: number;
 }
 
 export interface IBillsFilter extends IDynamicListFilterDTO {

packages/server/src/interfaces/Item.ts

@@ -22,6 +22,9 @@ export interface IItem {
   sellDescription: string;
   purchaseDescription: string;
 
+  sellTaxRateId: number;
+  purchaseTaxRateId: number;
+
   quantityOnHand: number;
 
   note: string;
@@ -54,6 +57,9 @@ export interface IItemDTO {
   sellDescription: string;
   purchaseDescription: string;
 
+  sellTaxRateId: number;
+  purchaseTaxRateId: number;
+
   quantityOnHand: number;
 
   note: string;

packages/server/src/interfaces/Ledger.ts

@@ -7,18 +7,25 @@ export interface ILedger {
   filter(cb: (entry: ILedgerEntry) => boolean): ILedger;
 
   whereAccountId(accountId: number): ILedger;
+  whereAccountsIds(accountsIds: number[]): ILedger;
   whereContactId(contactId: number): ILedger;
   whereFromDate(fromDate: Date | string): ILedger;
   whereToDate(toDate: Date | string): ILedger;
   whereCurrencyCode(currencyCode: string): ILedger;
   whereBranch(branchId: number): ILedger;
   whereItem(itemId: number): ILedger;
+  whereProject(projectId: number): ILedger;
 
   getClosingBalance(): number;
   getForeignClosingBalance(): number;
+  getClosingDebit(): number;
+  getClosingCredit(): number;
 
   getContactsIds(): number[];
   getAccountsIds(): number[];
+
+  reverse(): ILedger;
+  isEmpty(): boolean;
 }
 
 export interface ILedgerEntry {

packages/server/src/interfaces/Setup.ts

@@ -25,6 +25,7 @@ export interface IOrganizationUpdateDTO {
   timezone: string;
   fiscalYear: string;
   industry: string;
+  taxNumber: string;
 }
 
 export interface IOrganizationBuildEventPayload {

packages/server/src/interfaces/TaxRate.ts

@@ -36,6 +36,7 @@ export interface ITaxRateCreatedPayload {
 }
 
 export interface ITaxRateEditingPayload {
+  oldTaxRate: ITaxRate;
   editTaxRateDTO: IEditTaxRateDTO;
   tenantId: number;
   trx: Knex.Transaction;

packages/server/src/interfaces/TrialBalanceSheet.ts

@@ -33,6 +33,7 @@ export interface ITrialBalanceAccount extends ITrialBalanceTotal {
   id: number;
   parentAccountId: number;
   name: string;
+  formattedName: string;
   code: string;
   accountNormal: string;
 }

packages/server/src/loaders/eventEmitter.ts

@@ -81,6 +81,9 @@ import { ProjectBillableBillSubscriber } from '@/services/Projects/Projects/Proj
 import { SyncActualTimeTaskSubscriber } from '@/services/Projects/Times/SyncActualTimeTaskSubscriber';
 import { SaleInvoiceTaxRateValidateSubscriber } from '@/services/TaxRates/subscribers/SaleInvoiceTaxRateValidateSubscriber';
 import { WriteInvoiceTaxTransactionsSubscriber } from '@/services/TaxRates/subscribers/WriteInvoiceTaxTransactionsSubscriber';
+import { BillTaxRateValidateSubscriber } from '@/services/TaxRates/subscribers/BillTaxRateValidateSubscriber';
+import { WriteBillTaxTransactionsSubscriber } from '@/services/TaxRates/subscribers/WriteBillTaxTransactionsSubscriber';
+import { SyncItemTaxRateOnEditTaxSubscriber } from '@/services/TaxRates/SyncItemTaxRateOnEditTaxSubscriber';
 
 export default () => {
   return new EventPublisher();
@@ -188,8 +191,14 @@ export const susbcribers = () => {
     ProjectBillableExpensesSubscriber,
     ProjectBillableBillSubscriber,
 
-    // Tax Rates
+    // Tax Rates - Sale Invoice
     SaleInvoiceTaxRateValidateSubscriber,
     WriteInvoiceTaxTransactionsSubscriber,
+
+    // Tax Rates - Bills
+    BillTaxRateValidateSubscriber,
+    WriteBillTaxTransactionsSubscriber,
+
+    SyncItemTaxRateOnEditTaxSubscriber
   ];
 };

packages/server/src/locales/en.json

@@ -587,6 +587,7 @@
   "balance_sheet.long_term_liabilities": "Long-Term Liabilities",
   "balance_sheet.non_current_liabilities": "Non-Current Liabilities",
   "balance_sheet.equity": "Equity",
+  "balance_sheet.net_income": "Net Income",
 
   "balance_sheet.account_name": "Account name",
   "balance_sheet.total": "Total",

packages/server/src/models/Bill.ts

@@ -13,6 +13,109 @@ export default class Bill extends mixin(TenantModel, [
   CustomViewBaseModel,
   ModelSearchable,
 ]) {
+  public amount: number;
+  public paymentAmount: number;
+  public landedCostAmount: number;
+  public allocatedCostAmount: number;
+  public isInclusiveTax: boolean;
+  public taxAmountWithheld: number;
+  public exchangeRate: number;
+
+  /**
+   * Timestamps columns.
+   */
+  get timestamps() {
+    return ['createdAt', 'updatedAt'];
+  }
+
+  /**
+   * Virtual attributes.
+   */
+  static get virtualAttributes() {
+    return [
+      'balance',
+      'dueAmount',
+      'isOpen',
+      'isPartiallyPaid',
+      'isFullyPaid',
+      'isPaid',
+      'remainingDays',
+      'overdueDays',
+      'isOverdue',
+      'unallocatedCostAmount',
+      'localAmount',
+      'localAllocatedCostAmount',
+      'billableAmount',
+      'amountLocal',
+      'subtotal',
+      'subtotalLocal',
+      'subtotalExludingTax',
+      'taxAmountWithheldLocal',
+      'total',
+      'totalLocal',
+    ];
+  }
+
+  /**
+   * Invoice amount in base currency.
+   * @returns {number}
+   */
+  get amountLocal() {
+    return this.amount * this.exchangeRate;
+  }
+
+  /**
+   * Subtotal. (Tax inclusive) if the tax inclusive is enabled.
+   * @returns {number}
+   */
+  get subtotal() {
+    return this.amount;
+  }
+
+  /**
+   * Subtotal in base currency. (Tax inclusive) if the tax inclusive is enabled.
+   * @returns {number}
+   */
+  get subtotalLocal() {
+    return this.amountLocal;
+  }
+
+  /**
+   * Sale invoice amount excluding tax.
+   * @returns {number}
+   */
+  get subtotalExcludingTax() {
+    return this.isInclusiveTax
+      ? this.subtotal - this.taxAmountWithheld
+      : this.subtotal;
+  }
+
+  /**
+   * Tax amount withheld in base currency.
+   * @returns {number}
+   */
+  get taxAmountWithheldLocal() {
+    return this.taxAmountWithheld * this.exchangeRate;
+  }
+
+  /**
+   * Invoice total. (Tax included)
+   * @returns {number}
+   */
+  get total() {
+    return this.isInclusiveTax
+      ? this.subtotal
+      : this.subtotal + this.taxAmountWithheld;
+  }
+
+  /**
+   * Invoice total in local currency. (Tax included)
+   * @returns {number}
+   */
+  get totalLocal() {
+    return this.total * this.exchangeRate;
+  }
+
   /**
    * Table name
    */
@@ -158,40 +261,13 @@ export default class Bill extends mixin(TenantModel, [
     };
   }
 
-  /**
-   * Timestamps columns.
-   */
-  get timestamps() {
-    return ['createdAt', 'updatedAt'];
-  }
-
-  /**
-   * Virtual attributes.
-   */
-  static get virtualAttributes() {
-    return [
-      'balance',
-      'dueAmount',
-      'isOpen',
-      'isPartiallyPaid',
-      'isFullyPaid',
-      'isPaid',
-      'remainingDays',
-      'overdueDays',
-      'isOverdue',
-      'unallocatedCostAmount',
-      'localAmount',
-      'localAllocatedCostAmount',
-      'billableAmount',
-    ];
-  }
-
   /**
    * Invoice amount in organization base currency.
+   * @deprecated
    * @returns {number}
    */
   get localAmount() {
-    return this.amount * this.exchangeRate;
+    return this.amountLocal;
   }
 
   /**
@@ -231,7 +307,7 @@ export default class Bill extends mixin(TenantModel, [
    * @return {number}
    */
   get dueAmount() {
-    return Math.max(this.amount - this.balance, 0);
+    return Math.max(this.total - this.balance, 0);
   }
 
   /**
@@ -247,7 +323,7 @@ export default class Bill extends mixin(TenantModel, [
    * @return {boolean}
    */
   get isPartiallyPaid() {
-    return this.dueAmount !== this.amount && this.dueAmount > 0;
+    return this.dueAmount !== this.total && this.dueAmount > 0;
   }
 
   /**
@@ -308,7 +384,7 @@ export default class Bill extends mixin(TenantModel, [
    * Retrieves the calculated amount which have not been invoiced.
    */
   get billableAmount() {
-    return Math.max(this.amount - this.invoicedAmount, 0);
+    return Math.max(this.total - this.invoicedAmount, 0);
   }
 
   /**
@@ -326,6 +402,7 @@ export default class Bill extends mixin(TenantModel, [
     const ItemEntry = require('models/ItemEntry');
     const BillLandedCost = require('models/BillLandedCost');
     const Branch = require('models/Branch');
+    const TaxRateTransaction = require('models/TaxRateTransaction');
 
     return {
       vendor: {
@@ -373,6 +450,21 @@ export default class Bill extends mixin(TenantModel, [
           to: 'branches.id',
         },
       },
+
+      /**
+       * Bill may has associated tax rate transactions.
+       */
+      taxes: {
+        relation: Model.HasManyRelation,
+        modelClass: TaxRateTransaction.default,
+        join: {
+          from: 'bills.id',
+          to: 'tax_rate_transactions.referenceId',
+        },
+        filter(builder) {
+          builder.where('reference_type', 'Bill');
+        },
+      },
     };
   }
 

packages/server/src/models/Item.ts

@@ -65,6 +65,7 @@ export default class Item extends mixin(TenantModel, [
     const ItemEntry = require('models/ItemEntry');
     const WarehouseTransferEntry = require('models/WarehouseTransferEntry');
     const InventoryAdjustmentEntry = require('models/InventoryAdjustmentEntry');
+    const TaxRate = require('models/TaxRate');
 
     return {
       /**
@@ -178,11 +179,35 @@ export default class Item extends mixin(TenantModel, [
           to: 'media.id',
         },
       },
+
+      /**
+       * Item may has sell tax rate.
+       */
+      sellTaxRate: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: TaxRate.default,
+        join: {
+          from: 'items.sellTaxRateId',
+          to: 'tax_rates.id',
+        },
+      },
+
+      /**
+       * Item may has purchase tax rate.
+       */
+      purchaseTaxRate: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: TaxRate.default,
+        join: {
+          from: 'items.purchaseTaxRateId',
+          to: 'tax_rates.id',
+        },
+      },
     };
   }
 
   /**
-   * 
+   *
    */
   static get secureDeleteRelations() {
     return [

packages/server/src/models/ItemEntry.ts

@@ -99,6 +99,13 @@ export default class ItemEntry extends TenantModel {
       : getExlusiveTaxAmount(this.amount, this.taxRate);
   }
 
+  static calcAmount(itemEntry) {
+    const { discount, quantity, rate } = itemEntry;
+    const total = quantity * rate;
+
+    return discount ? total - total * discount * 0.01 : total;
+  }
+
   /**
    * Item entry relations.
    */

packages/server/src/services/Accounting/Ledger.ts

@@ -1,5 +1,5 @@
 import moment from 'moment';
-import { defaultTo, uniqBy } from 'lodash';
+import { defaultTo, sumBy, uniqBy } from 'lodash';
 import { IAccountTransaction, ILedger, ILedgerEntry } from '@/interfaces';
 
 export default class Ledger implements ILedger {
@@ -49,6 +49,15 @@ export default class Ledger implements ILedger {
     return this.filter((entry) => entry.accountId === accountId);
   }
 
+  /**
+   * Filters entries by the given accounts ids then returns a new ledger.
+   * @param {number[]} accountIds 
+   * @returns {ILedger}
+   */
+  public whereAccountsIds(accountIds: number[]): ILedger {
+    return this.filter((entry) => accountIds.indexOf(entry.accountId) !== -1);
+  }
+
   /**
    * Filters entries that before or same the given date and returns a new ledger.
    * @param   {Date|string} fromDate
@@ -130,6 +139,22 @@ export default class Ledger implements ILedger {
     return closingBalance;
   }
 
+  /**
+   * Retrieves the closing credit of the entries.
+   * @returns {number}
+   */
+  public getClosingCredit(): number {
+    return sumBy(this.entries, 'credit');
+  }
+
+  /**
+   * Retrieves the closing debit of the entries.
+   * @returns {number}
+   */
+  public getClosingDebit(): number {
+    return sumBy(this.entries, 'debit');
+  }
+
   /**
    * Retrieve the closing balance of the entries.
    * @returns {number}

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

@@ -1,18 +1,10 @@
 import * as R from 'ramda';
-import { defaultTo, isEmpty, sumBy } from 'lodash';
 import FinancialSheet from '../FinancialSheet';
 import {
-  IBalanceSheetAggregateNode,
-  IBalanceSheetAccountNode,
-  BALANCE_SHEET_SCHEMA_NODE_TYPE,
   IBalanceSheetQuery,
   INumberFormatQuery,
-  IAccount,
   IBalanceSheetSchemaNode,
-  IBalanceSheetSchemaAggregateNode,
   IBalanceSheetDataNode,
-  IBalanceSheetSchemaAccountNode,
-  IBalanceSheetCommonNode,
 } from '../../../interfaces';
 import { BalanceSheetSchema } from './BalanceSheetSchema';
 import { BalanceSheetPercentage } from './BalanceSheetPercentage';
@@ -24,8 +16,14 @@ import { FinancialSheetStructure } from '../FinancialSheetStructure';
 import BalanceSheetRepository from './BalanceSheetRepository';
 import { BalanceSheetQuery } from './BalanceSheetQuery';
 import { BalanceSheetFiltering } from './BalanceSheetFiltering';
+import { BalanceSheetNetIncome } from './BalanceSheetNetIncome';
+import { BalanceSheetAggregators } from './BalanceSheetAggregators';
+import { BalanceSheetAccounts } from './BalanceSheetAccounts';
 
 export default class BalanceSheet extends R.compose(
+  BalanceSheetAggregators,
+  BalanceSheetAccounts,
+  BalanceSheetNetIncome,
   BalanceSheetFiltering,
   BalanceSheetDatePeriods,
   BalanceSheetComparsionPreviousPeriod,
@@ -53,6 +51,9 @@ export default class BalanceSheet extends R.compose(
    */
   readonly baseCurrency: string;
 
+  /**
+   * Localization.
+   */
   readonly i18n: any;
 
   /**
@@ -77,216 +78,18 @@ export default class BalanceSheet extends R.compose(
   }
 
   /**
-   * Retrieve the accounts node of accounts types.
+   * Parses report schema nodes.
-   * @param   {string} accountsTypes
+   * @param {IBalanceSheetSchemaNode[]} schema
-   * @returns {IAccount[]}
+   * @returns {IBalanceSheetDataNode[]}
    */
-  private getAccountsByAccountTypes = (accountsTypes: string[]): IAccount[] => {
+  public parseSchemaNodes = (
-    const mapAccountsByTypes = R.map((accountType) =>
+    schema: IBalanceSheetSchemaNode[]
-      defaultTo(this.repository.accountsByType.get(accountType), [])
-    );
-    return R.compose(R.flatten, mapAccountsByTypes)(accountsTypes);
-  };
-
-  /**
-   * Mappes the aggregate schema node type.
-   * @param  {IBalanceSheetSchemaAggregateNode} node - Schema node.
-   * @return {IBalanceSheetAggregateNode}
-   */
-  private reportSchemaAggregateNodeMapper = (
-    node: IBalanceSheetSchemaAggregateNode
-  ): IBalanceSheetAggregateNode => {
-    const total = this.getTotalOfNodes(node.children);
-
-    return {
-      name: this.i18n.__(node.name),
-      id: node.id,
-      nodeType: BALANCE_SHEET_SCHEMA_NODE_TYPE.AGGREGATE,
-      total: this.getTotalAmountMeta(total),
-      children: node.children,
-    };
-  };
-
-  /**
-   * Compose shema aggregate node of balance sheet schema.
-   * @param   {IBalanceSheetSchemaAggregateNode} node
-   * @returns {IBalanceSheetSchemaAggregateNode}
-   */
-  private schemaAggregateNodeCompose = (
-    node: IBalanceSheetSchemaAggregateNode
-  ) => {
-    return R.compose(
-      this.aggregateNodeTotalMapper,
-      this.reportSchemaAggregateNodeMapper
-    )(node);
-  };
-
-  /**
-   * Mappes the account model to report account node.
-   * @param   {IAccount} account
-   * @returns {IBalanceSheetAccountNode}
-   */
-  private reportSchemaAccountNodeMapper = (
-    account: IAccount
-  ): IBalanceSheetAccountNode => {
-    const total = this.repository.totalAccountsLedger
-      .whereAccountId(account.id)
-      .getClosingBalance();
-
-    return {
-      id: account.id,
-      index: account.index,
-      name: account.name,
-      code: account.code,
-      total: this.getAmountMeta(total),
-      nodeType: BALANCE_SHEET_SCHEMA_NODE_TYPE.ACCOUNT,
-    };
-  };
-
-  /**
-   *
-   * @param   {IAccount} account
-   * @returns {IBalanceSheetAccountNode}
-   */
-  private reportSchemaAccountNodeComposer = (
-    account: IAccount
-  ): IBalanceSheetAccountNode => {
-    return R.compose(
-      R.when(
-        this.query.isPreviousYearActive,
-        this.previousYearAccountNodeComposer
-      ),
-      R.when(
-        this.query.isPreviousPeriodActive,
-        this.previousPeriodAccountNodeComposer
-      ),
-      R.when(
-        this.query.isDatePeriodsColumnsType,
-        this.assocAccountNodeDatePeriods
-      ),
-      this.reportSchemaAccountNodeMapper
-    )(account);
-  };
-
-  /**
-   * Retrieve the total of the given nodes.
-   * @param   {IBalanceSheetCommonNode[]} nodes
-   * @returns {number}
-   */
-  private getTotalOfNodes = (nodes: IBalanceSheetCommonNode[]) => {
-    return sumBy(nodes, 'total.amount');
-  };
-
-  /**
-   * Retrieve the report accounts node by the given accounts types.
-   * @param   {string[]} accountsTypes
-   * @returns {}
-   */
-  private getAccountsNodesByAccountTypes = (accountsTypes: string[]) => {
-    const accounts = this.getAccountsByAccountTypes(accountsTypes);
-
-    return R.compose(R.map(this.reportSchemaAccountNodeComposer))(accounts);
-  };
-
-  /**
-   * Mappes the accounts schema node type.
-   * @param   {IBalanceSheetSchemaNode} node - Schema node.
-   * @returns {IBalanceSheetAccountNode}
-   */
-  private reportSchemaAccountsNodeMapper = (
-    node: IBalanceSheetSchemaAccountNode
-  ): IBalanceSheetAccountNode => {
-    const accounts = this.getAccountsNodesByAccountTypes(node.accountsTypes);
-    const total = this.getTotalOfNodes(accounts);
-
-    return {
-      id: node.id,
-      name: this.i18n.__(node.name),
-      type: node.type,
-      nodeType: BALANCE_SHEET_SCHEMA_NODE_TYPE.ACCOUNTS,
-      children: accounts,
-      total: this.getTotalAmountMeta(total),
-    };
-  };
-
-  /**
-   * Compose account schema node to report node.
-   * @param   {IBalanceSheetSchemaAccountNode} node
-   * @returns {IBalanceSheetAccountNode}
-   */
-  private reportSchemaAccountsNodeComposer = (
-    node: IBalanceSheetSchemaAccountNode
-  ): IBalanceSheetAccountNode => {
-    return R.compose(
-      R.when(
-        this.query.isPreviousYearActive,
-        this.previousYearAggregateNodeComposer
-      ),
-      R.when(
-        this.query.isPreviousPeriodActive,
-        this.previousPeriodAggregateNodeComposer
-      ),
-      R.when(
-        this.query.isDatePeriodsColumnsType,
-        this.assocAccountsNodeDatePeriods
-      ),
-      this.reportSchemaAccountsNodeMapper
-    )(node);
-  };
-
-  /**
-   * Mappes the given report schema node.
-   * @param  {IBalanceSheetSchemaNode} node - Schema node.
-   * @return {IBalanceSheetDataNode}
-   */
-  private reportSchemaNodeMapper = (
-    schemaNode: IBalanceSheetSchemaNode
-  ): IBalanceSheetDataNode => {
-    return R.compose(
-      R.when(
-        this.isSchemaNodeType(BALANCE_SHEET_SCHEMA_NODE_TYPE.AGGREGATE),
-        this.schemaAggregateNodeCompose
-      ),
-      R.when(
-        this.isSchemaNodeType(BALANCE_SHEET_SCHEMA_NODE_TYPE.ACCOUNTS),
-        this.reportSchemaAccountsNodeComposer
-      )
-    )(schemaNode);
-  };
-
-  /**
-   * Mappes the report schema nodes.
-   * @param  {IBalanceSheetSchemaNode[]} nodes -
-   * @return {IBalanceSheetStructureSection[]}
-   */
-  private reportSchemaAccountNodesMapper = (
-    schemaNodes: IBalanceSheetSchemaNode[]
   ): IBalanceSheetDataNode[] => {
-    return this.mapNodesDeepReverse(schemaNodes, this.reportSchemaNodeMapper);
-  };
-
-  /**
-   * Sets total amount that calculated from node children.
-   * @param   {IBalanceSheetSection} node
-   * @returns {IBalanceSheetDataNode}
-   */
-  private aggregateNodeTotalMapper = (
-    node: IBalanceSheetDataNode
-  ): IBalanceSheetDataNode => {
     return R.compose(
-      R.when(
+      this.aggregatesSchemaParser,
-        this.query.isPreviousYearActive,
+      this.netIncomeSchemaParser,
-        this.previousYearAggregateNodeComposer
+      this.accountsSchemaParser
-      ),
+    )(schema) as IBalanceSheetDataNode[];
-      R.when(
-        this.query.isPreviousPeriodActive,
-        this.previousPeriodAggregateNodeComposer
-      ),
-      R.when(
-        this.query.isDatePeriodsColumnsType,
-        this.assocAggregateNodeDatePeriods
-      )
-    )(node);
   };
 
   /**
@@ -299,7 +102,7 @@ export default class BalanceSheet extends R.compose(
     return R.compose(
       this.reportFilterPlugin,
       this.reportPercentageCompose,
-      this.reportSchemaAccountNodesMapper
+      this.parseSchemaNodes
     )(balanceSheetSchema);
   };
 }

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

@@ -0,0 +1,182 @@
+import * as R from 'ramda';
+import { defaultTo, toArray } from 'lodash';
+import { FinancialSheetStructure } from '../FinancialSheetStructure';
+import {
+  BALANCE_SHEET_SCHEMA_NODE_TYPE,
+  IAccount,
+  IBalanceSheetAccountNode,
+  IBalanceSheetAccountsNode,
+  IBalanceSheetDataNode,
+  IBalanceSheetSchemaAccountNode,
+  IBalanceSheetSchemaNode,
+  INumberFormatQuery,
+} from '@/interfaces';
+import { BalanceSheetNetIncome } from './BalanceSheetNetIncome';
+import { BalanceSheetFiltering } from './BalanceSheetFiltering';
+import { BalanceSheetDatePeriods } from './BalanceSheetDatePeriods';
+import { BalanceSheetComparsionPreviousPeriod } from './BalanceSheetComparsionPreviousPeriod';
+import { BalanceSheetComparsionPreviousYear } from './BalanceSheetComparsionPreviousYear';
+import { BalanceSheetPercentage } from './BalanceSheetPercentage';
+import { BalanceSheetSchema } from './BalanceSheetSchema';
+import { BalanceSheetBase } from './BalanceSheetBase';
+import { BalanceSheetQuery } from './BalanceSheetQuery';
+
+export const BalanceSheetAccounts = (Base: any) =>
+  class extends R.compose(
+    BalanceSheetNetIncome,
+    BalanceSheetFiltering,
+    BalanceSheetDatePeriods,
+    BalanceSheetComparsionPreviousPeriod,
+    BalanceSheetComparsionPreviousYear,
+    BalanceSheetPercentage,
+    BalanceSheetSchema,
+    BalanceSheetBase,
+    FinancialSheetStructure
+  )(Base) {
+    /**
+     * Balance sheet query.
+     * @param {BalanceSheetQuery}
+     */
+    readonly query: BalanceSheetQuery;
+
+    /**
+     * Balance sheet number format query.
+     * @param {INumberFormatQuery}
+     */
+    readonly numberFormat: INumberFormatQuery;
+
+    /**
+     * Base currency of the organization.
+     * @param {string}
+     */
+    readonly baseCurrency: string;
+
+    /**
+     * Localization.
+     */
+    readonly i18n: any;
+
+    /**
+     * Retrieve the accounts node of accounts types.
+     * @param   {string} accountsTypes
+     * @returns {IAccount[]}
+     */
+    private getAccountsByAccountTypes = (
+      accountsTypes: string[]
+    ): IAccount[] => {
+      const mapAccountsByTypes = R.map((accountType) =>
+        defaultTo(this.repository.accountsByType.get(accountType), [])
+      );
+      return R.compose(R.flatten, mapAccountsByTypes)(accountsTypes);
+    };
+
+    /**
+     * Mappes the account model to report account node.
+     * @param   {IAccount} account
+     * @returns {IBalanceSheetAccountNode}
+     */
+    private reportSchemaAccountNodeMapper = (
+      account: IAccount
+    ): IBalanceSheetAccountNode => {
+      const total = this.repository.totalAccountsLedger
+        .whereAccountId(account.id)
+        .getClosingBalance();
+
+      return {
+        id: account.id,
+        index: account.index,
+        name: account.name,
+        code: account.code,
+        total: this.getAmountMeta(total),
+        nodeType: BALANCE_SHEET_SCHEMA_NODE_TYPE.ACCOUNT,
+      };
+    };
+
+    /**
+     * Mappes the given account model to the balance sheet account node.
+     * @param {IAccount} account
+     * @returns {IBalanceSheetAccountNode}
+     */
+    private reportSchemaAccountNodeComposer = (
+      account: IAccount
+    ): IBalanceSheetAccountNode => {
+      return R.compose(
+        R.when(
+          this.query.isPreviousYearActive,
+          this.previousYearAccountNodeComposer
+        ),
+        R.when(
+          this.query.isPreviousPeriodActive,
+          this.previousPeriodAccountNodeComposer
+        ),
+        R.when(
+          this.query.isDatePeriodsColumnsType,
+          this.assocAccountNodeDatePeriods
+        ),
+        this.reportSchemaAccountNodeMapper
+      )(account);
+    };
+
+    // -----------------------------
+    // - Accounts Node Praser
+    // -----------------------------
+    /**
+     * Retrieve the report accounts node by the given accounts types.
+     * @param {string[]} accountsTypes
+     * @returns {IBalanceSheetAccountNode[]}
+     */
+    private getAccountsNodesByAccountTypes = (
+      accountsTypes: string[]
+    ): IBalanceSheetAccountNode[] => {
+      const accounts = this.getAccountsByAccountTypes(accountsTypes);
+      return R.map(this.reportSchemaAccountNodeComposer, accounts);
+    };
+
+    /**
+     * Mappes the accounts schema node type.
+     * @param   {IBalanceSheetSchemaNode} node - Schema node.
+     * @returns {IBalanceSheetAccountNode}
+     */
+    private reportSchemaAccountsNodeMapper = (
+      node: IBalanceSheetSchemaAccountNode
+    ): IBalanceSheetAccountsNode => {
+      const accounts = this.getAccountsNodesByAccountTypes(node.accountsTypes);
+      const children = toArray(node?.children);
+
+      return {
+        id: node.id,
+        name: this.i18n.__(node.name),
+        nodeType: BALANCE_SHEET_SCHEMA_NODE_TYPE.ACCOUNTS,
+        type: BALANCE_SHEET_SCHEMA_NODE_TYPE.ACCOUNTS,
+        children: [...accounts, ...children],
+        total: this.getTotalAmountMeta(0),
+      };
+    };
+
+    /**
+     * Mappes the given report schema node.
+     * @param {IBalanceSheetSchemaNode | IBalanceSheetDataNode} node - Schema node.
+     * @return {IBalanceSheetSchemaNode | IBalanceSheetDataNode}
+     */
+    private reportAccountSchemaParser = (
+      node: IBalanceSheetSchemaNode | IBalanceSheetDataNode
+    ): IBalanceSheetSchemaNode | IBalanceSheetDataNode => {
+      return R.compose(
+        R.when(
+          this.isSchemaNodeType(BALANCE_SHEET_SCHEMA_NODE_TYPE.ACCOUNTS),
+          this.reportSchemaAccountsNodeMapper
+        )
+      )(node);
+    };
+
+    /**
+     * Parses the report accounts schema nodes.
+     * @param {IBalanceSheetSchemaNode[]} nodes -
+     * @return {IBalanceSheetStructureSection[]}
+     */
+    public accountsSchemaParser = (
+      nodes: (IBalanceSheetSchemaNode | IBalanceSheetDataNode)[]
+    ): (IBalanceSheetDataNode | IBalanceSheetSchemaNode)[] => {
+      return this.mapNodesDeepReverse(nodes, this.reportAccountSchemaParser);
+    };
+  };

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

@@ -0,0 +1,142 @@
+import * as R from 'ramda';
+import { FinancialPreviousPeriod } from '../FinancialPreviousPeriod';
+import { FinancialHorizTotals } from '../FinancialHorizTotals';
+import { FinancialSheetStructure } from '../FinancialSheetStructure';
+import {
+  BALANCE_SHEET_SCHEMA_NODE_TYPE,
+  IBalanceSheetAggregateNode,
+  IBalanceSheetDataNode,
+  IBalanceSheetSchemaAggregateNode,
+  IBalanceSheetSchemaNode,
+  INumberFormatQuery,
+} from '@/interfaces';
+import { BalanceSheetDatePeriods } from './BalanceSheetDatePeriods';
+import { BalanceSheetComparsionPreviousPeriod } from './BalanceSheetComparsionPreviousPeriod';
+import { BalanceSheetComparsionPreviousYear } from './BalanceSheetComparsionPreviousYear';
+import { BalanceSheetPercentage } from './BalanceSheetPercentage';
+import { BalanceSheetSchema } from './BalanceSheetSchema';
+import { BalanceSheetBase } from './BalanceSheetBase';
+import { BalanceSheetQuery } from './BalanceSheetQuery';
+
+export const BalanceSheetAggregators = (Base: any) =>
+  class extends R.compose(
+    BalanceSheetDatePeriods,
+    BalanceSheetComparsionPreviousPeriod,
+    BalanceSheetComparsionPreviousYear,
+    BalanceSheetPercentage,
+    BalanceSheetSchema,
+    BalanceSheetBase,
+    FinancialSheetStructure
+  )(Base) {
+    /**
+     * Balance sheet query.
+     * @param {BalanceSheetQuery}
+     */
+    readonly query: BalanceSheetQuery;
+
+    /**
+     * Balance sheet number format query.
+     * @param {INumberFormatQuery}
+     */
+    readonly numberFormat: INumberFormatQuery;
+
+    /**
+     * Base currency of the organization.
+     * @param {string}
+     */
+    readonly baseCurrency: string;
+
+    /**
+     * Localization.
+     */
+    readonly i18n: any;
+
+    /**
+     * Sets total amount that calculated from node children.
+     * @param {IBalanceSheetSection} node
+     * @returns {IBalanceSheetDataNode}
+     */
+    private aggregateNodeTotalMapper = (
+      node: IBalanceSheetDataNode
+    ): IBalanceSheetDataNode => {
+      return R.compose(
+        R.when(
+          this.query.isPreviousYearActive,
+          this.previousYearAggregateNodeComposer
+        ),
+        R.when(
+          this.query.isPreviousPeriodActive,
+          this.previousPeriodAggregateNodeComposer
+        ),
+        R.when(
+          this.query.isDatePeriodsColumnsType,
+          this.assocAggregateNodeDatePeriods
+        )
+      )(node);
+    };
+
+    /**
+     * Mappes the aggregate schema node type.
+     * @param  {IBalanceSheetSchemaAggregateNode} node - Schema node.
+     * @return {IBalanceSheetAggregateNode}
+     */
+    private reportSchemaAggregateNodeMapper = (
+      node: IBalanceSheetSchemaAggregateNode
+    ): IBalanceSheetAggregateNode => {
+      const total = this.getTotalOfNodes(node.children);
+
+      return {
+        name: this.i18n.__(node.name),
+        id: node.id,
+        nodeType: BALANCE_SHEET_SCHEMA_NODE_TYPE.AGGREGATE,
+        type: BALANCE_SHEET_SCHEMA_NODE_TYPE.AGGREGATE,
+        total: this.getTotalAmountMeta(total),
+        children: node.children,
+      };
+    };
+
+    /**
+     * Compose shema aggregate node of balance sheet schema.
+     * @param   {IBalanceSheetSchemaAggregateNode} node
+     * @returns {IBalanceSheetSchemaAggregateNode}
+     */
+    private schemaAggregateNodeCompose = (
+      node: IBalanceSheetSchemaAggregateNode
+    ) => {
+      return R.compose(
+        this.aggregateNodeTotalMapper,
+        this.reportSchemaAggregateNodeMapper
+      )(node);
+    };
+
+    /**
+     * Mappes the given report schema node.
+     * @param  {IBalanceSheetSchemaNode} node - Schema node.
+     * @return {IBalanceSheetDataNode}
+     */
+    private reportAggregateSchemaParser = (
+      node: IBalanceSheetSchemaNode
+    ): IBalanceSheetDataNode => {
+      return R.compose(
+        R.when(
+          this.isSchemaNodeType(BALANCE_SHEET_SCHEMA_NODE_TYPE.AGGREGATE),
+          this.schemaAggregateNodeCompose
+        ),
+        R.when(
+          this.isSchemaNodeType(BALANCE_SHEET_SCHEMA_NODE_TYPE.ACCOUNTS),
+          this.schemaAggregateNodeCompose
+        )
+      )(node);
+    };
+
+    /**
+     * Mappes the report schema nodes.
+     * @param  {IBalanceSheetSchemaNode[]} nodes -
+     * @return {IBalanceSheetStructureSection[]}
+     */
+    public aggregatesSchemaParser = (
+      nodes: (IBalanceSheetSchemaNode | IBalanceSheetDataNode)[]
+    ): (IBalanceSheetDataNode | IBalanceSheetSchemaNode)[] => {
+      return this.mapNodesDeepReverse(nodes, this.reportAggregateSchemaParser);
+    };
+  };

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

@@ -6,6 +6,7 @@ import {
   IBalanceSheetAggregateNode,
   IBalanceSheetTotal,
   IBalanceSheetCommonNode,
+  IBalanceSheetComparsions,
 } from '@/interfaces';
 import { FinancialPreviousPeriod } from '../FinancialPreviousPeriod';
 import { FinancialHorizTotals } from '../FinancialHorizTotals';

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

@@ -156,13 +156,14 @@ export const BalanceSheetComparsionPreviousYear = (Base: any) =>
      * @param   {IBalanceSheetCommonNode} node
      * @returns {IBalanceSheetCommonNode}
      */
-    private assocPreviousYearAggregateHorizNode = (
+    public assocPreviousYearAggregateHorizNode = (
       node: IBalanceSheetCommonNode
-    ) => {
+    ): IBalanceSheetCommonNode => {
       const horizontalTotals = R.addIndex(R.map)(
         this.previousYearAggregateHorizNodeComposer(node),
         node.horizontalTotals
-      );
+      ) as IBalanceSheetTotal[];
+
       return R.assoc('horizontalTotals', horizontalTotals, node);
     };
 
@@ -258,12 +259,11 @@ export const BalanceSheetComparsionPreviousYear = (Base: any) =>
     // ------------------------------
     // # Horizontal Nodes - Aggregate.
     // ------------------------------
-
     /**
      * Detarmines whether the given node has horizontal totals.
      * @param   {IBalanceSheetCommonNode} node
      * @returns {boolean}
      */
-    private isNodeHasHorizontalTotals = (node: IBalanceSheetCommonNode) =>
+    public isNodeHasHorizontalTotals = (node: IBalanceSheetCommonNode) =>
       !isEmpty(node.horizontalTotals);
   };

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

@@ -107,9 +107,9 @@ export const BalanceSheetDatePeriods = (Base: FinancialSheet) =>
 
     /**
      *
-     * @param   {IBalanceSheetAccountNode} node
+     * @param {IBalanceSheetAccountNode} node
-     * @param   {Date} fromDate
+     * @param {Date} fromDate
-     * @param   {Date} toDate
+     * @param {Date} toDate
      * @returns {IBalanceSheetAccountNode}
      */
     private getAccountNodeDatePeriod = (
@@ -201,7 +201,7 @@ export const BalanceSheetDatePeriods = (Base: FinancialSheet) =>
     };
 
     /**
-     *
+     * 
      * @param node
      * @returns
      */

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

@@ -1 +0,0 @@
-

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

@@ -0,0 +1,226 @@
+import * as R from 'ramda';
+import {
+  BALANCE_SHEET_SCHEMA_NODE_TYPE,
+  IBalanceSheetDataNode,
+  IBalanceSheetNetIncomeNode,
+  IBalanceSheetSchemaNetIncomeNode,
+  IBalanceSheetSchemaNode,
+  IBalanceSheetTotalPeriod,
+} from '@/interfaces';
+import { BalanceSheetComparsionPreviousYear } from './BalanceSheetComparsionPreviousYear';
+import { BalanceSheetComparsionPreviousPeriod } from './BalanceSheetComparsionPreviousPeriod';
+import { FinancialPreviousPeriod } from '../FinancialPreviousPeriod';
+import { FinancialHorizTotals } from '../FinancialHorizTotals';
+import BalanceSheetRepository from './BalanceSheetRepository';
+import { BalanceSheetQuery } from './BalanceSheetQuery';
+import { BalanceSheetNetIncomePP } from './BalanceSheetNetIncomePP';
+import { BalanceSheetNetIncomePY } from './BalanceSheetNetIncomePY';
+
+export const BalanceSheetNetIncome = (Base: any) =>
+  class extends R.compose(
+    BalanceSheetNetIncomePP,
+    BalanceSheetNetIncomePY,
+    BalanceSheetComparsionPreviousYear,
+    BalanceSheetComparsionPreviousPeriod,
+    FinancialPreviousPeriod,
+    FinancialHorizTotals
+  )(Base) {
+    private repository: BalanceSheetRepository;
+    private query: BalanceSheetQuery;
+
+    /**
+     * Retrieves the closing balance of income accounts.
+     * @returns {number}
+     */
+    private getIncomeTotal = () => {
+      const closeingBalance = this.repository.incomeLedger.getClosingBalance();
+      return closeingBalance;
+    };
+
+    /**
+     * Retrieves the closing balance of expenses accounts.
+     * @returns {number}
+     */
+    private getExpensesTotal = () => {
+      const closingBalance = this.repository.expensesLedger.getClosingBalance();
+      return closingBalance;
+    };
+
+    /**
+     * Retrieves the total net income.
+     * @returns {number}
+     */
+    protected getNetIncomeTotal = () => {
+      const income = this.getIncomeTotal();
+      const expenses = this.getExpensesTotal();
+
+      return income - expenses;
+    };
+
+    /**
+     * Mappes the aggregate schema node type.
+     * @param  {IBalanceSheetSchemaNetIncomeNode} node - Schema node.
+     * @return {IBalanceSheetAggregateNode}
+     */
+    protected schemaNetIncomeNodeMapper = (
+      node: IBalanceSheetSchemaNetIncomeNode
+    ): IBalanceSheetNetIncomeNode => {
+      const total = this.getNetIncomeTotal();
+
+      return {
+        id: node.id,
+        name: this.i18n.__(node.name),
+        nodeType: BALANCE_SHEET_SCHEMA_NODE_TYPE.NET_INCOME,
+        total: this.getTotalAmountMeta(total),
+      };
+    };
+
+    /**
+     * Mapps the net income shcema node to report node.
+     * @param {IBalanceSheetSchemaNetIncomeNode} node
+     * @returns {IBalanceSheetNetIncomeNode}
+     */
+    protected schemaNetIncomeNodeCompose = (
+      node: IBalanceSheetSchemaNetIncomeNode
+    ): IBalanceSheetNetIncomeNode => {
+      return R.compose(
+        R.when(
+          this.query.isPreviousYearActive,
+          this.previousYearNetIncomeNodeCompose
+        ),
+        R.when(
+          this.query.isPreviousPeriodActive,
+          this.previousPeriodNetIncomeNodeCompose
+        ),
+        R.when(
+          this.query.isDatePeriodsColumnsType,
+          this.assocNetIncomeDatePeriodsNode
+        ),
+        this.schemaNetIncomeNodeMapper
+      )(node);
+    };
+
+    // --------------------------------
+    // # Date Periods
+    // --------------------------------
+    /**
+     * Retreives total income of the given date period.
+     * @param {number} accountId -
+     * @param {Date} toDate -
+     * @returns {number}
+     */
+    private getIncomeDatePeriodTotal = (toDate: Date): number => {
+      const periodTotalBetween = this.repository.incomePeriodsAccountsLedger
+        .whereToDate(toDate)
+        .getClosingBalance();
+
+      const periodOpening =
+        this.repository.incomePeriodsOpeningAccountsLedger.getClosingBalance();
+
+      return periodOpening + periodTotalBetween;
+    };
+
+    /**
+     * Retrieves total expense of the given date period.
+     * @param {number} accountId -
+     * @param {Date} toDate -
+     * @returns {number}
+     */
+    private getExpensesDatePeriodTotal = (toDate: Date): number => {
+      const periodTotalBetween = this.repository.expensesPeriodsAccountsLedger
+        .whereToDate(toDate)
+        .getClosingBalance();
+
+      const periodOpening =
+        this.repository.expensesOpeningAccountLedger.getClosingBalance();
+
+      return periodOpening + periodTotalBetween;
+    };
+
+    /**
+     * Retrieve the given net income date period total.
+     * @param {number} accountId
+     * @param {Date} toDate
+     * @returns {number}
+     */
+    private getNetIncomeDatePeriodTotal = (toDate: Date): number => {
+      const income = this.getIncomeDatePeriodTotal(toDate);
+      const expense = this.getExpensesDatePeriodTotal(toDate);
+
+      return income - expense;
+    };
+
+    /**
+     * Retrieves the net income date period node.
+     * @param {IBalanceSheetNetIncomeNode} node
+     * @param {Date} fromDate
+     * @param {Date} toDate
+     * @returns {IBalanceSheetNetIncomeNode}
+     */
+    private getNetIncomeDatePeriodNode = (
+      node: IBalanceSheetNetIncomeNode,
+      fromDate: Date,
+      toDate: Date
+    ): IBalanceSheetTotalPeriod => {
+      const periodTotal = this.getNetIncomeDatePeriodTotal(toDate);
+
+      return this.getDatePeriodTotalMeta(periodTotal, fromDate, toDate);
+    };
+
+    /**
+     * Retrieve total date periods of the given net income node.
+     * @param {IBalanceSheetNetIncomeNode} node
+     * @returns {IBalanceSheetNetIncomeNode}
+     */
+    private getNetIncomeDatePeriodsNode = (
+      node: IBalanceSheetNetIncomeNode
+    ): IBalanceSheetTotalPeriod[] => {
+      return this.getReportNodeDatePeriods(
+        node,
+        this.getNetIncomeDatePeriodNode
+      );
+    };
+
+    /**
+     * Assoc total date periods to net income node.
+     * @param {IBalanceSheetNetIncomeNode} node
+     * @returns {IBalanceSheetNetIncomeNode}
+     */
+    public assocNetIncomeDatePeriodsNode = (
+      node: IBalanceSheetNetIncomeNode
+    ): IBalanceSheetNetIncomeNode => {
+      const datePeriods = this.getNetIncomeDatePeriodsNode(node);
+
+      return R.assoc('horizontalTotals', datePeriods, node);
+    };
+
+    // -----------------------------
+    // - Net Income Nodes Praser
+    // -----------------------------
+    /**
+     * Mappes the given report schema node.
+     * @param  {IBalanceSheetSchemaNode} node - Schema node.
+     * @return {IBalanceSheetDataNode}
+     */
+    private reportNetIncomeNodeSchemaParser = (
+      schemaNode: IBalanceSheetSchemaNode
+    ): IBalanceSheetDataNode => {
+      return R.compose(
+        R.when(
+          this.isSchemaNodeType(BALANCE_SHEET_SCHEMA_NODE_TYPE.NET_INCOME),
+          this.schemaNetIncomeNodeCompose
+        )
+      )(schemaNode);
+    };
+
+    /**
+     * Parses the report net income schema nodes.
+     * @param {(IBalanceSheetSchemaNode | IBalanceSheetDataNode)[]} nodes -
+     * @return {IBalanceSheetDataNode[]}
+     */
+    public netIncomeSchemaParser = (
+      nodes: (IBalanceSheetSchemaNode | IBalanceSheetDataNode)[]
+    ): IBalanceSheetDataNode[] => {
+      return this.mapNodesDeep(nodes, this.reportNetIncomeNodeSchemaParser);
+    };
+  };

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

@@ -0,0 +1,120 @@
+import * as R from 'ramda';
+import {
+  IBalanceSheetNetIncomeNode,
+  IBalanceSheetTotalPeriod,
+} from '@/interfaces';
+import { BalanceSheetComparsionPreviousYear } from './BalanceSheetComparsionPreviousYear';
+import { BalanceSheetComparsionPreviousPeriod } from './BalanceSheetComparsionPreviousPeriod';
+import { FinancialPreviousPeriod } from '../FinancialPreviousPeriod';
+import { FinancialHorizTotals } from '../FinancialHorizTotals';
+import BalanceSheetRepository from './BalanceSheetRepository';
+import { BalanceSheetQuery } from './BalanceSheetQuery';
+import { BalanceSheetNetIncomePP } from './BalanceSheetNetIncomePP';
+import { BalanceSheetNetIncomePY } from './BalanceSheetNetIncomePY';
+
+export const BalanceSheetNetIncomeDatePeriods = (Base: any) =>
+  class extends R.compose(
+    BalanceSheetNetIncomePP,
+    BalanceSheetNetIncomePY,
+    BalanceSheetComparsionPreviousYear,
+    BalanceSheetComparsionPreviousPeriod,
+    FinancialPreviousPeriod,
+    FinancialHorizTotals
+  )(Base) {
+    private repository: BalanceSheetRepository;
+    private query: BalanceSheetQuery;
+
+    // --------------------------------
+    // # Date Periods
+    // --------------------------------
+    /**
+     * Retreives total income of the given date period.
+     * @param {number} accountId -
+     * @param {Date} toDate -
+     * @returns {number}
+     */
+    private getIncomeDatePeriodTotal = (toDate: Date): number => {
+      const periodTotalBetween = this.repository.incomePeriodsAccountsLedger
+        .whereToDate(toDate)
+        .getClosingBalance();
+
+      const periodOpening =
+        this.repository.incomePeriodsOpeningAccountsLedger.getClosingBalance();
+
+      return periodOpening + periodTotalBetween;
+    };
+
+    /**
+     * Retrieves total expense of the given date period.
+     * @param {number} accountId -
+     * @param {Date} toDate -
+     * @returns {number}
+     */
+    private getExpensesDatePeriodTotal = (toDate: Date): number => {
+      const periodTotalBetween = this.repository.expensesPeriodsAccountsLedger
+        .whereToDate(toDate)
+        .getClosingBalance();
+
+      const periodOpening =
+        this.repository.expensesOpeningAccountLedger.getClosingBalance();
+
+      return periodOpening + periodTotalBetween;
+    };
+
+    /**
+     * Retrieve the given net income date period total.
+     * @param {number} accountId
+     * @param {Date} toDate
+     * @returns {number}
+     */
+    private getNetIncomeDatePeriodTotal = (toDate: Date): number => {
+      const income = this.getIncomeDatePeriodTotal(toDate);
+      const expense = this.getExpensesDatePeriodTotal(toDate);
+
+      return income - expense;
+    };
+
+    /**
+     * Retrieves the net income date period node.
+     * @param {IBalanceSheetNetIncomeNode} node
+     * @param {Date} fromDate
+     * @param {Date} toDate
+     * @returns {IBalanceSheetNetIncomeNode}
+     */
+    private getNetIncomeDatePeriodNode = (
+      node: IBalanceSheetNetIncomeNode,
+      fromDate: Date,
+      toDate: Date
+    ): IBalanceSheetTotalPeriod => {
+      const periodTotal = this.getNetIncomeDatePeriodTotal(toDate);
+
+      return this.getDatePeriodTotalMeta(periodTotal, fromDate, toDate);
+    };
+
+    /**
+     * Retrieve total date periods of the given net income node.
+     * @param {IBalanceSheetNetIncomeNode} node
+     * @returns {IBalanceSheetNetIncomeNode}
+     */
+    private getNetIncomeDatePeriodsNode = (
+      node: IBalanceSheetNetIncomeNode
+    ): IBalanceSheetTotalPeriod[] => {
+      return this.getReportNodeDatePeriods(
+        node,
+        this.getNetIncomeDatePeriodNode
+      );
+    };
+
+    /**
+     * Assoc total date periods to net income node.
+     * @param {IBalanceSheetNetIncomeNode} node
+     * @returns {IBalanceSheetNetIncomeNode}
+     */
+    public assocNetIncomeDatePeriodsNode = (
+      node: IBalanceSheetNetIncomeNode
+    ): IBalanceSheetNetIncomeNode => {
+      const datePeriods = this.getNetIncomeDatePeriodsNode(node);
+
+      return R.assoc('horizontalTotals', datePeriods, node);
+    };
+  };

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

@@ -0,0 +1,127 @@
+import * as R from 'ramda';
+import { BalanceSheetComparsionPreviousPeriod } from './BalanceSheetComparsionPreviousPeriod';
+import { FinancialPreviousPeriod } from '../FinancialPreviousPeriod';
+import { FinancialHorizTotals } from '../FinancialHorizTotals';
+import { IBalanceSheetNetIncomeNode, IBalanceSheetTotal } from '@/interfaces';
+import { BalanceSheetQuery } from './BalanceSheetQuery';
+import BalanceSheetRepository from './BalanceSheetRepository';
+
+export const BalanceSheetNetIncomeDatePeriodsPP = (Base: any) =>
+  class extends R.compose(
+    BalanceSheetComparsionPreviousPeriod,
+    FinancialPreviousPeriod,
+    FinancialHorizTotals
+  )(Base) {
+    query: BalanceSheetQuery;
+    repository: BalanceSheetRepository;
+
+    /**
+     * Retrieves the PY total income of the given date period.
+     * @param {number} accountId -
+     * @param {Date} toDate -
+     * @return {number}
+     */
+    private getPPIncomeDatePeriodTotal = R.curry((toDate: Date) => {
+      const PYPeriodsTotal = this.repository.incomePPPeriodsAccountsLedger
+        .whereToDate(toDate)
+        .getClosingBalance();
+
+      const PYPeriodsOpeningTotal =
+        this.repository.incomePPPeriodsOpeningAccountLedger.getClosingBalance();
+
+      return PYPeriodsOpeningTotal + PYPeriodsTotal;
+    });
+
+    /**
+     * Retrieves the PY total expense of the given date period.
+     * @param {number} accountId -
+     * @param {Date} toDate -
+     * @returns {number}
+     */
+    private getPPExpenseDatePeriodTotal = R.curry((toDate: Date) => {
+      const PYPeriodsTotal = this.repository.expensePPPeriodsAccountsLedger
+        .whereToDate(toDate)
+        .getClosingBalance();
+
+      const PYPeriodsOpeningTotal =
+        this.repository.expensePPPeriodsOpeningAccountLedger.getClosingBalance();
+
+      return PYPeriodsOpeningTotal + PYPeriodsTotal;
+    });
+
+    /**
+     * Retrieve the given net income total of the given period.
+     * @param {number} accountId - Account id.
+     * @param {Date} toDate - To date.
+     * @returns {number}
+     */
+    private getPPNetIncomeDatePeriodTotal = R.curry((toDate: Date) => {
+      const income = this.getPPIncomeDatePeriodTotal(toDate);
+      const expense = this.getPPExpenseDatePeriodTotal(toDate);
+
+      return income - expense;
+    });
+
+    /**
+     * Assoc preivous period to account horizontal total node.
+     * @param {IBalanceSheetAccountNode} node
+     * @returns {}
+     */
+    private assocPreviousPeriodNetIncomeHorizTotal = R.curry(
+      (node: IBalanceSheetNetIncomeNode, totalNode) => {
+        const total = this.getPPNetIncomeDatePeriodTotal(
+          totalNode.previousPeriodToDate.date
+        );
+        return R.assoc('previousPeriod', this.getAmountMeta(total), totalNode);
+      }
+    );
+
+    /**
+     * Compose previous period to aggregate horizontal nodes.
+     * @param   {IBalanceSheetTotal} node
+     * @returns {IBalanceSheetTotal}
+     */
+    private previousPeriodNetIncomeHorizNodeComposer = R.curry(
+      (
+        node: IBalanceSheetNetIncomeNode,
+        horiontalTotalNode: IBalanceSheetTotal
+      ): IBalanceSheetTotal => {
+        return R.compose(
+          R.when(
+            this.query.isPreviousPeriodPercentageActive,
+            this.assocPreviousPeriodTotalPercentageNode
+          ),
+          R.when(
+            this.query.isPreviousPeriodChangeActive,
+            this.assocPreviousPeriodTotalChangeNode
+          ),
+          R.when(
+            this.query.isPreviousPeriodActive,
+            this.assocPreviousPeriodNetIncomeHorizTotal(node)
+          ),
+          R.when(
+            this.query.isPreviousPeriodActive,
+            this.assocPreviousPeriodHorizNodeFromToDates(
+              this.query.displayColumnsBy
+            )
+          )
+        )(horiontalTotalNode);
+      }
+    );
+
+    /**
+     * Associate the PP to net income horizontal nodes.
+     * @param   {IBalanceSheetCommonNode} node
+     * @returns {IBalanceSheetCommonNode}
+     */
+    public assocPreviousPeriodNetIncomeHorizNode = (
+      node: IBalanceSheetNetIncomeNode
+    ): IBalanceSheetNetIncomeNode => {
+      const horizontalTotals = R.addIndex(R.map)(
+        this.previousPeriodNetIncomeHorizNodeComposer(node),
+        node.horizontalTotals
+      ) as IBalanceSheetTotal[];
+
+      return R.assoc('horizontalTotals', horizontalTotals, node);
+    };
+  };

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

@@ -0,0 +1,122 @@
+import * as R from 'ramda';
+import { BalanceSheetComparsionPreviousYear } from './BalanceSheetComparsionPreviousYear';
+import { FinancialPreviousPeriod } from '../FinancialPreviousPeriod';
+import { FinancialHorizTotals } from '../FinancialHorizTotals';
+import { IBalanceSheetNetIncomeNode, IBalanceSheetTotal } from '@/interfaces';
+import { BalanceSheetQuery } from './BalanceSheetQuery';
+import BalanceSheetRepository from './BalanceSheetRepository';
+
+export const BalanceSheetNetIncomeDatePeriodsPY = (Base: any) =>
+  class extends R.compose(
+    BalanceSheetComparsionPreviousYear,
+    FinancialPreviousPeriod,
+    FinancialHorizTotals
+  )(Base) {
+    query: BalanceSheetQuery;
+    repository: BalanceSheetRepository;
+
+    /**
+     * Retrieves the PY total income of the given date period.
+     * @param {Date} toDate -
+     * @return {number}
+     */
+    private getPYIncomeDatePeriodTotal = R.curry((toDate: Date) => {
+      const PYPeriodsTotal = this.repository.incomePYPeriodsAccountsLedger
+        .whereToDate(toDate)
+        .getClosingBalance();
+
+      const PYPeriodsOpeningTotal =
+        this.repository.incomePYPeriodsOpeningAccountLedger.getClosingBalance();
+
+      return PYPeriodsOpeningTotal + PYPeriodsTotal;
+    });
+
+    /**
+     * Retrieves the PY total expense of the given date period.
+     * @param {Date} toDate -
+     * @returns {number}
+     */
+    private getPYExpenseDatePeriodTotal = R.curry((toDate: Date) => {
+      const PYPeriodsTotal = this.repository.expensePYPeriodsAccountsLedger
+        .whereToDate(toDate)
+        .getClosingBalance();
+
+      const PYPeriodsOpeningTotal =
+        this.repository.expensePYPeriodsOpeningAccountLedger.getClosingBalance();
+
+      return PYPeriodsOpeningTotal + PYPeriodsTotal;
+    });
+
+    /**
+     * Retrieve the given net income total of the given period.
+     * @param {Date} toDate - To date.
+     * @returns {number}
+     */
+    private getPYNetIncomeDatePeriodTotal = R.curry((toDate: Date) => {
+      const income = this.getPYIncomeDatePeriodTotal(toDate);
+      const expense = this.getPYExpenseDatePeriodTotal(toDate);
+
+      return income - expense;
+    });
+
+    /**
+     * Assoc preivous year to account horizontal total node.
+     * @param {IBalanceSheetAccountNode} node
+     * @returns {}
+     */
+    private assocPreviousYearNetIncomeHorizTotal = R.curry(
+      (node: IBalanceSheetNetIncomeNode, totalNode) => {
+        const total = this.getPYNetIncomeDatePeriodTotal(
+          totalNode.previousYearToDate.date
+        );
+        return R.assoc('previousYear', this.getAmountMeta(total), totalNode);
+      }
+    );
+
+    /**
+     * Compose PY to net income horizontal nodes.
+     * @param {IBalanceSheetTotal} node
+     * @returns {IBalanceSheetTotal}
+     */
+    private previousYearNetIncomeHorizNodeComposer = R.curry(
+      (
+        node: IBalanceSheetNetIncomeNode,
+        horiontalTotalNode: IBalanceSheetTotal
+      ): IBalanceSheetTotal => {
+        return R.compose(
+          R.when(
+            this.query.isPreviousYearPercentageActive,
+            this.assocPreviousYearTotalPercentageNode
+          ),
+          R.when(
+            this.query.isPreviousYearChangeActive,
+            this.assocPreviousYearTotalChangeNode
+          ),
+          R.when(
+            this.query.isPreviousYearActive,
+            this.assocPreviousYearNetIncomeHorizTotal(node)
+          ),
+          R.when(
+            this.query.isPreviousYearActive,
+            this.assocPreviousYearHorizNodeFromToDates
+          )
+        )(horiontalTotalNode);
+      }
+    );
+
+    /**
+     * Associate the PY to net income horizontal nodes.
+     * @param   {IBalanceSheetCommonNode} node
+     * @returns {IBalanceSheetCommonNode}
+     */
+    public assocPreviousYearNetIncomeHorizNode = (
+      node: IBalanceSheetNetIncomeNode
+    ): IBalanceSheetNetIncomeNode => {
+      const horizontalTotals = R.addIndex(R.map)(
+        this.previousYearNetIncomeHorizNodeComposer(node),
+        node.horizontalTotals
+      ) as IBalanceSheetTotal[];
+
+      return R.assoc('horizontalTotals', horizontalTotals, node);
+    };
+  };

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

@@ -0,0 +1,75 @@
+import * as R from 'ramda';
+import {
+  IBalanceSheetDataNode,
+  IBalanceSheetNetIncomeNode,
+} from '@/interfaces';
+import { BalanceSheetComparsionPreviousPeriod } from './BalanceSheetComparsionPreviousPeriod';
+import { FinancialPreviousPeriod } from '../FinancialPreviousPeriod';
+import { FinancialHorizTotals } from '../FinancialHorizTotals';
+import BalanceSheetRepository from './BalanceSheetRepository';
+import { BalanceSheetQuery } from './BalanceSheetQuery';
+import { BalanceSheetNetIncomeDatePeriodsPP } from './BalanceSheetNetIncomeDatePeriodsPP';
+
+export const BalanceSheetNetIncomePP = (Base: any) =>
+  class extends R.compose(
+    BalanceSheetNetIncomeDatePeriodsPP,
+    BalanceSheetComparsionPreviousPeriod,
+    FinancialPreviousPeriod,
+    FinancialHorizTotals
+  )(Base) {
+    private repository: BalanceSheetRepository;
+    private query: BalanceSheetQuery;
+
+    // -------------------------------
+    // # Previous Period (PP)
+    // -------------------------------
+    /**
+     * Retrieves the PP net income.
+     * @returns {}
+     */
+    protected getPreviousPeriodNetIncome = () => {
+      const income = this.repository.incomePPAccountsLedger.getClosingBalance();
+      const expense =
+        this.repository.expensePPAccountsLedger.getClosingBalance();
+
+      return income - expense;
+    };
+
+    /**
+     * Associates the previous period to account node.
+     * @param {IBalanceSheetDataNode} node
+     * @returns {IBalanceSheetDataNode}
+     */
+    protected assocPreviousPeriodNetIncomeNode = (
+      node: IBalanceSheetDataNode
+    ): IBalanceSheetDataNode => {
+      const total = this.getPreviousPeriodNetIncome();
+
+      return R.assoc('previousPeriod', this.getAmountMeta(total), node);
+    };
+
+    /**
+     * Previous period account node composer.
+     * @param {IBalanceSheetNetIncomeNode} node
+     * @returns {IBalanceSheetNetIncomeNode}
+     */
+    protected previousPeriodNetIncomeNodeCompose = (
+      node: IBalanceSheetNetIncomeNode
+    ): IBalanceSheetNetIncomeNode => {
+      return R.compose(
+        R.when(
+          this.isNodeHasHorizTotals,
+          this.assocPreviousPeriodNetIncomeHorizNode
+        ),
+        R.when(
+          this.query.isPreviousPeriodPercentageActive,
+          this.assocPreviousPeriodPercentageNode
+        ),
+        R.when(
+          this.query.isPreviousPeriodChangeActive,
+          this.assocPreviousPeriodChangeNode
+        ),
+        this.assocPreviousPeriodNetIncomeNode
+      )(node);
+    };
+  };

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

@@ -0,0 +1,79 @@
+import * as R from 'ramda';
+import {
+  IBalanceSheetDataNode,
+  IBalanceSheetNetIncomeNode,
+} from '@/interfaces';
+import { BalanceSheetComparsionPreviousYear } from './BalanceSheetComparsionPreviousYear';
+import { BalanceSheetComparsionPreviousPeriod } from './BalanceSheetComparsionPreviousPeriod';
+import { FinancialPreviousPeriod } from '../FinancialPreviousPeriod';
+import { FinancialHorizTotals } from '../FinancialHorizTotals';
+import BalanceSheetRepository from './BalanceSheetRepository';
+import { BalanceSheetQuery } from './BalanceSheetQuery';
+import { BalanceSheetNetIncomeDatePeriodsPY } from './BalanceSheetNetIncomeDatePeriodsPY';
+
+export const BalanceSheetNetIncomePY = (Base: any) =>
+  class extends R.compose(
+    BalanceSheetNetIncomeDatePeriodsPY,
+    BalanceSheetComparsionPreviousYear,
+    BalanceSheetComparsionPreviousPeriod,
+    FinancialPreviousPeriod,
+    FinancialHorizTotals
+  )(Base) {
+    private repository: BalanceSheetRepository;
+    private query: BalanceSheetQuery;
+
+    // ------------------------------
+    // # Previous Year (PY)
+    // ------------------------------
+    /**
+     * Retrieves the previous year (PY) net income.
+     * @returns {number}
+     */
+    protected getPreviousYearNetIncome = () => {
+      const income =
+        this.repository.incomePYTotalAccountsLedger.getClosingBalance();
+      const expense =
+        this.repository.expensePYTotalAccountsLedger.getClosingBalance();
+
+      return income - expense;
+    };
+
+    /**
+     * Assoc previous year on aggregate node.
+     * @param {IBalanceSheetAccountNode} node
+     * @returns {IBalanceSheetAccountNode}
+     */
+    protected assocPreviousYearNetIncomeNode = (
+      node: IBalanceSheetNetIncomeNode
+    ): IBalanceSheetNetIncomeNode => {
+      const total = this.getPreviousYearNetIncome();
+
+      return R.assoc('previousYear', this.getTotalAmountMeta(total), node);
+    };
+
+    /**
+     * Assoc previous year attributes to aggregate node.
+     * @param   {IBalanceSheetAccountNode} node
+     * @returns {IBalanceSheetAccountNode}
+     */
+    protected previousYearNetIncomeNodeCompose = (
+      node: IBalanceSheetNetIncomeNode
+    ): IBalanceSheetNetIncomeNode => {
+      return R.compose(
+        R.when(
+          this.query.isPreviousYearPercentageActive,
+          this.assocPreviousYearTotalPercentageNode
+        ),
+        R.when(
+          this.query.isPreviousYearChangeActive,
+          this.assocPreviousYearTotalChangeNode
+        ),
+        // Associate the PY to date periods horizontal nodes.
+        R.when(
+          this.isNodeHasHorizontalTotals,
+          this.assocPreviousYearNetIncomeHorizNode
+        ),
+        this.assocPreviousYearNetIncomeNode
+      )(node);
+    };
+  };

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

@@ -12,26 +12,31 @@ export class BalanceSheetQuery extends R.compose(FinancialDateRanges)(
    * @param {IBalanceSheetQuery}
    */
   public readonly query: IBalanceSheetQuery;
+
   /**
    * Previous year to date.
    * @param {Date}
    */
   public readonly PYToDate: Date;
+
   /**
    * Previous year from date.
    * @param {Date}
    */
   public readonly PYFromDate: Date;
+
   /**
    * Previous period to date.
    * @param {Date}
    */
   public readonly PPToDate: Date;
+
   /**
    * Previous period from date.
    * @param {Date}
    */
   public readonly PPFromDate: Date;
+
   /**
    * Constructor method
    * @param {IBalanceSheetQuery} query

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

@@ -3,6 +3,7 @@ import * as R from 'ramda';
 import { Knex } from 'knex';
 import { isEmpty } from 'lodash';
 import {
+  IAccount,
   IAccountTransactionsGroupBy,
   IBalanceSheetQuery,
   ILedger,
@@ -11,9 +12,12 @@ import { transformToMapBy } from 'utils';
 import Ledger from '@/services/Accounting/Ledger';
 import { BalanceSheetQuery } from './BalanceSheetQuery';
 import { FinancialDatePeriods } from '../FinancialDatePeriods';
+import { ACCOUNT_PARENT_TYPE, ACCOUNT_TYPE } from '@/data/AccountTypes';
+import { BalanceSheetRepositoryNetIncome } from './BalanceSheetRepositoryNetIncome';
 
 @Service()
 export default class BalanceSheetRepository extends R.compose(
+  BalanceSheetRepositoryNetIncome,
   FinancialDatePeriods
 )(class {}) {
   /**
@@ -65,8 +69,22 @@ export default class BalanceSheetRepository extends R.compose(
    */
   public readonly PPFromDate: Date;
 
+  /**
+   * Total closing accounts ledger.
+   * @param {Ledger}
+   */
   public totalAccountsLedger: Ledger;
 
+  /**
+   * Total income accounts ledger.
+   */
+  public incomeLedger: Ledger;
+
+  /**
+   * Total expense accounts ledger.
+   */
+  public expensesLedger: Ledger;
+
   /**
    * Transactions group type.
    * @param {IAccountTransactionsGroupBy}
@@ -171,6 +189,8 @@ export default class BalanceSheetRepository extends R.compose(
     ) {
       await this.initPeriodsPreviousPeriod();
     }
+    //
+    await this.asyncInitializeNetIncome();
   };
 
   // ----------------------------
@@ -181,6 +201,7 @@ export default class BalanceSheetRepository extends R.compose(
 
     this.accounts = accounts;
     this.accountsByType = transformToMapBy(accounts, 'accountType');
+    this.accountsByParentType = transformToMapBy(accounts, 'accountParentType');
   };
 
   // ----------------------------
@@ -309,14 +330,15 @@ export default class BalanceSheetRepository extends R.compose(
 
   /**
    * Closing accounts date periods.
-   * @param openingDate
+   * @param {Date} fromDate
-   * @param datePeriodsType
+   * @param {Date} toDate
+   * @param {string} datePeriodsType
    * @returns
    */
   public accountsDatePeriods = async (
     fromDate: Date,
     toDate: Date,
-    datePeriodsType
+    datePeriodsType: string
   ) => {
     const { AccountTransaction } = this.models;
 
@@ -336,6 +358,7 @@ export default class BalanceSheetRepository extends R.compose(
 
   /**
    * Retrieve the opening balance transactions of the report.
+   * @param {Date|string} openingDate -
    */
   public closingAccountsTotal = async (openingDate: Date | string) => {
     const { AccountTransaction } = this.models;

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

@@ -0,0 +1,222 @@
+import * as R from 'ramda';
+import { IAccount, ILedger } from '@/interfaces';
+import { FinancialDatePeriods } from '../FinancialDatePeriods';
+import { ACCOUNT_PARENT_TYPE } from '@/data/AccountTypes';
+
+export const BalanceSheetRepositoryNetIncome = (Base) =>
+  class extends R.compose(FinancialDatePeriods)(Base) {
+    // -----------------------
+    // # Net Income
+    // -----------------------
+    public incomeAccounts: IAccount[];
+    public incomeAccountsIds: number[];
+
+    public expenseAccounts: IAccount[];
+    public expenseAccountsIds: number[];
+
+    public incomePeriodsAccountsLedger: ILedger;
+    public incomePeriodsOpeningAccountsLedger: ILedger;
+    public expensesPeriodsAccountsLedger: ILedger;
+    public expensesOpeningAccountLedger: ILedger;
+
+    public incomePPAccountsLedger: ILedger;
+    public expensePPAccountsLedger: ILedger;
+
+    public incomePPPeriodsAccountsLedger: ILedger;
+    public incomePPPeriodsOpeningAccountLedger: ILedger;
+    public expensePPPeriodsAccountsLedger: ILedger;
+    public expensePPPeriodsOpeningAccountLedger: ILedger;
+
+    public incomePYTotalAccountsLedger: ILedger;
+    public expensePYTotalAccountsLedger: ILedger;
+
+    public incomePYPeriodsAccountsLedger: ILedger;
+    public incomePYPeriodsOpeningAccountLedger: ILedger;
+    public expensePYPeriodsAccountsLedger: ILedger;
+    public expensePYPeriodsOpeningAccountLedger: ILedger;
+
+    /**
+     * Async initialize.
+     * @returns {Promise<void>}
+     */
+    public asyncInitializeNetIncome = async () => {
+      await this.initAccounts();
+      await this.initAccountsTotalLedger();
+
+      // Net Income
+      this.initIncomeAccounts();
+      this.initExpenseAccounts();
+
+      this.initIncomeTotalLedger();
+      this.initExpensesTotalLedger();
+
+      // Date periods
+      if (this.query.isDatePeriodsColumnsType()) {
+        this.initNetIncomeDatePeriods();
+      }
+      // Previous Year (PY).
+      if (this.query.isPreviousYearActive()) {
+        this.initNetIncomePreviousYear();
+      }
+      // Previous Period (PP).
+      if (this.query.isPreviousPeriodActive()) {
+        this.initNetIncomePreviousPeriod();
+      }
+      // Previous Year (PY) / Date Periods.
+      if (
+        this.query.isPreviousYearActive() &&
+        this.query.isDatePeriodsColumnsType()
+      ) {
+        this.initNetIncomePeriodsPreviewYear();
+      }
+      // Previous Period (PP) / Date Periods.
+      if (
+        this.query.isPreviousPeriodActive() &&
+        this.query.isDatePeriodsColumnsType()
+      ) {
+        this.initNetIncomePeriodsPreviousPeriod();
+      }
+    };
+
+    // ----------------------------
+    // # Net Income
+    // ----------------------------
+    /**
+     * Initialize income accounts.
+     */
+    private initIncomeAccounts = () => {
+      const incomeAccounts = this.accountsByParentType.get(
+        ACCOUNT_PARENT_TYPE.INCOME
+      );
+      const incomeAccountsIds = incomeAccounts.map((a) => a.id);
+
+      this.incomeAccounts = incomeAccounts;
+      this.incomeAccountsIds = incomeAccountsIds;
+    };
+
+    /**
+     * Initialize expense accounts.
+     */
+    private initExpenseAccounts = () => {
+      const expensesAccounts = this.accountsByParentType.get(
+        ACCOUNT_PARENT_TYPE.EXPENSE
+      );
+      const expensesAccountsIds = expensesAccounts.map((a) => a.id);
+
+      this.expenseAccounts = expensesAccounts;
+      this.expenseAccountsIds = expensesAccountsIds;
+    };
+
+    /**
+     * Initialize the income total ledger.
+     */
+    private initIncomeTotalLedger = (): void => {
+      // Inject to the repository.
+      this.incomeLedger = this.totalAccountsLedger.whereAccountsIds(
+        this.incomeAccountsIds
+      );
+    };
+
+    /**
+     * Initialize the expenses total ledger.
+     */
+    private initExpensesTotalLedger = (): void => {
+      this.expensesLedger = this.totalAccountsLedger.whereAccountsIds(
+        this.expenseAccountsIds
+      );
+    };
+
+    // ----------------------------
+    // # Net Income - Date Periods
+    // ----------------------------
+    /**
+     * Initialize the net income date periods.
+     */
+    public initNetIncomeDatePeriods = () => {
+      this.incomePeriodsAccountsLedger =
+        this.periodsAccountsLedger.whereAccountsIds(this.incomeAccountsIds);
+
+      this.incomePeriodsOpeningAccountsLedger =
+        this.periodsOpeningAccountLedger.whereAccountsIds(
+          this.incomeAccountsIds
+        );
+
+      this.expensesPeriodsAccountsLedger =
+        this.periodsAccountsLedger.whereAccountsIds(this.expenseAccountsIds);
+
+      this.expensesOpeningAccountLedger =
+        this.periodsOpeningAccountLedger.whereAccountsIds(
+          this.expenseAccountsIds
+        );
+    };
+
+    // ----------------------------
+    // # Net Income - Previous Period
+    // ----------------------------
+    /**
+     * Initialize the total net income PP.
+     */
+    public initNetIncomePreviousPeriod = () => {
+      this.incomePPAccountsLedger = this.PPTotalAccountsLedger.whereAccountsIds(
+        this.incomeAccountsIds
+      );
+      this.expensePPAccountsLedger =
+        this.PPTotalAccountsLedger.whereAccountsIds(this.expenseAccountsIds);
+    };
+
+    /**
+     * Initialize the net income periods of previous period.
+     */
+    public initNetIncomePeriodsPreviousPeriod = () => {
+      this.incomePPPeriodsAccountsLedger =
+        this.PPPeriodsAccountsLedger.whereAccountsIds(this.incomeAccountsIds);
+
+      this.incomePPPeriodsOpeningAccountLedger =
+        this.PPPeriodsOpeningAccountLedger.whereAccountsIds(
+          this.incomeAccountsIds
+        );
+
+      this.expensePPPeriodsAccountsLedger =
+        this.PPPeriodsAccountsLedger.whereAccountsIds(this.expenseAccountsIds);
+
+      this.expensePPPeriodsOpeningAccountLedger =
+        this.PPPeriodsOpeningAccountLedger.whereAccountsIds(
+          this.expenseAccountsIds
+        );
+    };
+
+    // ----------------------------
+    // # Net Income - Previous Year
+    // ----------------------------
+    /**
+     * Initialize the net income PY total.
+     */
+    public initNetIncomePreviousYear = () => {
+      this.incomePYTotalAccountsLedger =
+        this.PYTotalAccountsLedger.whereAccountsIds(this.incomeAccountsIds);
+
+      this.expensePYTotalAccountsLedger =
+        this.PYTotalAccountsLedger.whereAccountsIds(this.expenseAccountsIds);
+    };
+
+    /**
+     * Initialize the net income PY periods.
+     */
+    public initNetIncomePeriodsPreviewYear = () => {
+      this.incomePYPeriodsAccountsLedger =
+        this.PYPeriodsAccountsLedger.whereAccountsIds(this.incomeAccountsIds);
+
+      this.incomePYPeriodsOpeningAccountLedger =
+        this.PYPeriodsOpeningAccountLedger.whereAccountsIds(
+          this.incomeAccountsIds
+        );
+
+      this.expensePYPeriodsAccountsLedger =
+        this.PYPeriodsAccountsLedger.whereAccountsIds(this.expenseAccountsIds);
+
+      this.expensePYPeriodsOpeningAccountLedger =
+        this.PYPeriodsOpeningAccountLedger.whereAccountsIds(
+          this.expenseAccountsIds
+        );
+    };
+  };

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

@@ -7,12 +7,11 @@ import {
 import { ACCOUNT_TYPE } from '@/data/AccountTypes';
 import { FinancialSchema } from '../FinancialSchema';
 
-
 export const BalanceSheetSchema = (Base) =>
   class extends R.compose(FinancialSchema)(Base) {
     /**
      * Retrieves the balance sheet schema.
-     * @returns 
+     * @returns
      */
     getSchema = () => {
       return getBalanceSheetSchema();
@@ -115,6 +114,13 @@ export const getBalanceSheetSchema = () => [
         id: BALANCE_SHEET_SCHEMA_NODE_ID.EQUITY,
         type: BALANCE_SHEET_SCHEMA_NODE_TYPE.ACCOUNTS,
         accountsTypes: [ACCOUNT_TYPE.EQUITY],
+        children: [
+          {
+            name: 'balance_sheet.net_income',
+            id: BALANCE_SHEET_SCHEMA_NODE_ID.NET_INCOME,
+            type: BALANCE_SHEET_SCHEMA_NODE_TYPE.NET_INCOME,
+          },
+        ],
       },
     ],
     alwaysShow: true,

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

@@ -8,6 +8,10 @@ import {
   BALANCE_SHEET_SCHEMA_NODE_TYPE,
   IBalanceSheetDataNode,
   IBalanceSheetSchemaNode,
+  IBalanceSheetNetIncomeNode,
+  IBalanceSheetAccountNode,
+  IBalanceSheetAccountsNode,
+  IBalanceSheetAggregateNode,
 } from '@/interfaces';
 import { tableRowMapper } from 'utils';
 import FinancialSheet from '../FinancialSheet';
@@ -108,11 +112,13 @@ export default class BalanceSheetTable extends R.compose(
   };
 
   /**
-   *
+   * Retrieves the table row from the given report aggregate node.
-   * @param node
+   * @param {IBalanceSheetAggregateNode} node
    * @returns {ITableRow}
    */
-  private aggregateNodeTableRowsMapper = (node): ITableRow => {
+  private aggregateNodeTableRowsMapper = (
+    node: IBalanceSheetAggregateNode
+  ): ITableRow => {
     const columns = this.commonColumnsAccessors();
     const meta = {
       rowTypes: [IROW_TYPE.AGGREGATE],
@@ -122,11 +128,13 @@ export default class BalanceSheetTable extends R.compose(
   };
 
   /**
-   *
+   * Retrieves the table row from the given report accounts node.
-   * @param node
+   * @param {IBalanceSheetAccountsNode} node
    * @returns {ITableRow}
    */
-  private accountsNodeTableRowsMapper = (node): ITableRow => {
+  private accountsNodeTableRowsMapper = (
+    node: IBalanceSheetAccountsNode
+  ): ITableRow => {
     const columns = this.commonColumnsAccessors();
     const meta = {
       rowTypes: [IROW_TYPE.ACCOUNTS],
@@ -136,11 +144,13 @@ export default class BalanceSheetTable extends R.compose(
   };
 
   /**
-   *
+   * Retrieves the table row from the given report account node.
-   * @param {} node
+   * @param {IBalanceSheetAccountNode} node
    * @returns {ITableRow}
    */
-  private accountNodeTableRowsMapper = (node): ITableRow => {
+  private accountNodeTableRowsMapper = (
+    node: IBalanceSheetAccountNode
+  ): ITableRow => {
     const columns = this.commonColumnsAccessors();
 
     const meta = {
@@ -150,6 +160,22 @@ export default class BalanceSheetTable extends R.compose(
     return tableRowMapper(node, columns, meta);
   };
 
+  /**
+   * Retrieves the table row from the given report net income node.
+   * @param {IBalanceSheetNetIncomeNode} node
+   * @returns {ITableRow}
+   */
+  private netIncomeNodeTableRowsMapper = (
+    node: IBalanceSheetNetIncomeNode
+  ): ITableRow => {
+    const columns = this.commonColumnsAccessors();
+    const meta = {
+      rowTypes: [IROW_TYPE.NET_INCOME],
+      id: node.id,
+    };
+    return tableRowMapper(node, columns, meta);
+  };
+
   /**
    * Mappes the given report node to table rows.
    * @param   {IBalanceSheetDataNode} node -
@@ -169,6 +195,10 @@ export default class BalanceSheetTable extends R.compose(
         this.isNodeType(BALANCE_SHEET_SCHEMA_NODE_TYPE.ACCOUNT),
         this.accountNodeTableRowsMapper,
       ],
+      [
+        this.isNodeType(BALANCE_SHEET_SCHEMA_NODE_TYPE.NET_INCOME),
+        this.netIncomeNodeTableRowsMapper,
+      ],
     ])(node);
   };
 

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

@@ -9,5 +9,6 @@ export enum IROW_TYPE {
   AGGREGATE = 'AGGREGATE',
   ACCOUNTS = 'ACCOUNTS',
   ACCOUNT = 'ACCOUNT',
+  NET_INCOME = 'NET_INCOME',
   TOTAL = 'TOTAL',
 }

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

@@ -10,13 +10,26 @@ import {
 } from '@/interfaces';
 import FinancialSheet from '../FinancialSheet';
 import { allPassedConditionsPass, flatToNestedArray } from 'utils';
+import { TrialBalanceSheetRepository } from './TrialBalanceSheetRepository';
 
 export default class TrialBalanceSheet extends FinancialSheet {
-  tenantId: number;
+  /**
-  query: ITrialBalanceSheetQuery;
+   * Trial balance sheet query.
-  accounts: IAccount & { type: IAccountType }[];
+   * @param {ITrialBalanceSheetQuery} query
-  journalFinancial: any;
+   */
-  baseCurrency: string;
+  private query: ITrialBalanceSheetQuery;
+
+  /**
+   * Trial balance sheet repository.
+   * @param {TrialBalanceSheetRepository}
+   */
+  private repository: TrialBalanceSheetRepository;
+
+  /**
+   * Organization base currency.
+   * @param {string}
+   */
+  private baseCurrency: string;
 
   /**
    * Constructor method.
@@ -28,20 +41,58 @@ export default class TrialBalanceSheet extends FinancialSheet {
   constructor(
     tenantId: number,
     query: ITrialBalanceSheetQuery,
-    accounts: IAccount & { type: IAccountType }[],
+    repository: TrialBalanceSheetRepository,
-    journalFinancial: any,
     baseCurrency: string
   ) {
     super();
 
     this.tenantId = tenantId;
     this.query = query;
-    this.accounts = accounts;
+    this.repository = repository;
-    this.journalFinancial = journalFinancial;
     this.numberFormat = this.query.numberFormat;
     this.baseCurrency = baseCurrency;
   }
 
+  /**
+   * Retrieves the closing credit of the given account.
+   * @param {number} accountId
+   * @returns {number}
+   */
+  public getClosingAccountCredit(accountId: number) {
+    const depsAccountsIds =
+      this.repository.accountsDepGraph.dependenciesOf(accountId);
+
+    return this.repository.totalAccountsLedger
+      .whereAccountsIds([accountId, ...depsAccountsIds])
+      .getClosingCredit();
+  }
+
+  /**
+   * Retrieves the closing debit of the given account.
+   * @param {number} accountId
+   * @returns {number}
+   */
+  public getClosingAccountDebit(accountId: number) {
+    const depsAccountsIds =
+      this.repository.accountsDepGraph.dependenciesOf(accountId);
+
+    return this.repository.totalAccountsLedger
+      .whereAccountsIds([accountId, ...depsAccountsIds])
+      .getClosingDebit();
+  }
+
+  /**
+   * Retrieves the closing total of the given account.
+   * @param {number} accountId
+   * @returns {number}
+   */
+  public getClosingAccountTotal(accountId: number) {
+    const credit = this.getClosingAccountCredit(accountId);
+    const debit = this.getClosingAccountDebit(accountId);
+
+    return debit - credit;
+  }
+
   /**
    * Account mapper.
    * @param {IAccount} account
@@ -50,23 +101,28 @@ export default class TrialBalanceSheet extends FinancialSheet {
   private accountTransformer = (
     account: IAccount & { type: IAccountType }
   ): ITrialBalanceAccount => {
-    const trial = this.journalFinancial.getTrialBalanceWithDepands(account.id);
+    const debit = this.getClosingAccountDebit(account.id);
+    const credit = this.getClosingAccountCredit(account.id);
+    const balance = this.getClosingAccountTotal(account.id);
 
     return {
       id: account.id,
       parentAccountId: account.parentAccountId,
       name: account.name,
+      formattedName: account.code
+        ? `${account.name} - ${account.code}`
+        : `${account.name}`,
       code: account.code,
       accountNormal: account.accountNormal,
 
-      credit: trial.credit,
+      credit,
-      debit: trial.debit,
+      debit,
-      balance: trial.balance,
+      balance,
       currencyCode: this.baseCurrency,
 
-      formattedCredit: this.formatNumber(trial.credit),
+      formattedCredit: this.formatNumber(credit),
-      formattedDebit: this.formatNumber(trial.debit),
+      formattedDebit: this.formatNumber(debit),
-      formattedBalance: this.formatNumber(trial.balance),
+      formattedBalance: this.formatNumber(balance),
     };
   };
 
@@ -117,10 +173,7 @@ export default class TrialBalanceSheet extends FinancialSheet {
   private filterNoneTransactions = (
     accountNode: ITrialBalanceAccount
   ): boolean => {
-    const entries = this.journalFinancial.getAccountEntriesWithDepents(
+    return false === this.repository.totalAccountsLedger.isEmpty();
-      accountNode.id
-    );
-    return entries.length > 0;
   };
 
   /**
@@ -200,11 +253,11 @@ export default class TrialBalanceSheet extends FinancialSheet {
    */
   public reportData(): ITrialBalanceSheetData {
     // Don't return noting if the journal has no transactions.
-    if (this.journalFinancial.isEmpty()) {
+    if (this.repository.totalAccountsLedger.isEmpty()) {
       return null;
     }
     // Retrieve accounts nodes.
-    const accounts = this.accountsSection(this.accounts);
+    const accounts = this.accountsSection(this.repository.accounts);
 
     // Retrieve account node.
     const total = this.tatalSection(accounts);

packages/server/src/services/FinancialStatements/TrialBalanceSheet/TrialBalanceSheetRepository.ts

@@ -0,0 +1,105 @@
+import { ITrialBalanceSheetQuery } from '@/interfaces';
+import Ledger from '@/services/Accounting/Ledger';
+import { Knex } from 'knex';
+import { isEmpty } from 'lodash';
+import { Service } from 'typedi';
+
+@Service()
+export class TrialBalanceSheetRepository {
+  private query: ITrialBalanceSheetQuery;
+  private models: any;
+  public accounts: any;
+  public accountsDepGraph;
+
+  /**
+   * Total closing accounts ledger.
+   * @param {Ledger}
+   */
+  public totalAccountsLedger: Ledger;
+
+  /**
+   * Constructor method.
+   * @param {number} tenantId
+   * @param {IBalanceSheetQuery} query
+   */
+  constructor(models: any, repos: any, query: ITrialBalanceSheetQuery) {
+    this.query = query;
+    this.repos = repos;
+    this.models = models;
+  }
+
+  /**
+   * Async initialize.
+   * @returns {Promise<void>}
+   */
+  public asyncInitialize = async () => {
+    await this.initAccounts();
+    await this.initAccountsClosingTotalLedger();
+  };
+
+  // ----------------------------
+  // # Accounts
+  // ----------------------------
+  /**
+   * Initialize accounts.
+   * @returns {Promise<void>}
+   */
+  public initAccounts = async () => {
+    const accounts = await this.getAccounts();
+    const accountsDepGraph =
+      await this.repos.accountRepository.getDependencyGraph();
+
+    this.accountsDepGraph = accountsDepGraph;
+    this.accounts = accounts;
+  };
+
+  /**
+   * Initialize all accounts closing total ledger.
+   * @return {Promise<void>}
+   */
+  public initAccountsClosingTotalLedger = async (): Promise<void> => {
+    const totalByAccounts = await this.closingAccountsTotal(this.query.toDate);
+
+    this.totalAccountsLedger = Ledger.fromTransactions(totalByAccounts);
+  };
+
+  /**
+   * Retrieve accounts of the report.
+   * @return {Promise<IAccount[]>}
+   */
+  private getAccounts = () => {
+    const { Account } = this.models;
+
+    return Account.query();
+  };
+
+  /**
+   * Retrieve the opening balance transactions of the report.
+   * @param {Date|string} openingDate -
+   */
+  public closingAccountsTotal = async (openingDate: Date | string) => {
+    const { AccountTransaction } = this.models;
+
+    return AccountTransaction.query().onBuild((query) => {
+      query.sum('credit as credit');
+      query.sum('debit as debit');
+      query.groupBy('accountId');
+      query.select(['accountId']);
+
+      query.modify('filterDateRange', null, openingDate);
+      query.withGraphFetched('account');
+
+      this.commonFilterBranchesQuery(query);
+    });
+  };
+
+  /**
+   * Common branches filter query.
+   * @param {Knex.QueryBuilder} query
+   */
+  private commonFilterBranchesQuery = (query: Knex.QueryBuilder) => {
+    if (!isEmpty(this.query.branchesIds)) {
+      query.modify('filterByBranches', this.query.branchesIds);
+    }
+  };
+}

packages/server/src/services/FinancialStatements/TrialBalanceSheet/TrialBalanceSheetService.ts

@@ -2,12 +2,18 @@ import { Service, Inject } from 'typedi';
 import moment from 'moment';
 import TenancyService from '@/services/Tenancy/TenancyService';
 import Journal from '@/services/Accounting/JournalPoster';
-import { ITrialBalanceSheetMeta, ITrialBalanceSheetQuery, ITrialBalanceStatement } from '@/interfaces';
+import {
+  ITrialBalanceSheetMeta,
+  ITrialBalanceSheetQuery,
+  ITrialBalanceStatement,
+} from '@/interfaces';
 import TrialBalanceSheet from './TrialBalanceSheet';
 import FinancialSheet from '../FinancialSheet';
 import InventoryService from '@/services/Inventory/Inventory';
 import { parseBoolean } from 'utils';
 import { Tenant } from '@/system/models';
+import { TrialBalanceSheetRepository } from './TrialBalanceSheetRepository';
+import { TrialBalanceSheetTable } from './TrialBalanceSheetTable';
 
 @Service()
 export default class TrialBalanceSheetService extends FinancialSheet {
@@ -51,9 +57,8 @@ export default class TrialBalanceSheetService extends FinancialSheet {
   reportMetadata(tenantId: number): ITrialBalanceSheetMeta {
     const settings = this.tenancy.settings(tenantId);
 
-    const isCostComputeRunning = this.inventoryService.isItemsCostComputeRunning(
+    const isCostComputeRunning =
-      tenantId
+      this.inventoryService.isItemsCostComputeRunning(tenantId);
-    );
     const organizationName = settings.get({
       group: 'organization',
       key: 'name',
@@ -72,10 +77,8 @@ export default class TrialBalanceSheetService extends FinancialSheet {
 
   /**
    * Retrieve trial balance sheet statement.
-   * -------------
    * @param {number} tenantId
    * @param {IBalanceSheetQuery} query
-   *
    * @return {IBalanceSheetStatement}
    */
   public async trialBalanceSheet(
@@ -86,43 +89,27 @@ export default class TrialBalanceSheetService extends FinancialSheet {
       ...this.defaultQuery,
       ...query,
     };
-    const {
-      accountRepository,
-      transactionsRepository,
-    } = this.tenancy.repositories(tenantId);
 
     const tenant = await Tenant.query()
       .findById(tenantId)
       .withGraphFetched('metadata');
 
-    this.logger.info('[trial_balance_sheet] trying to calcualte the report.', {
+    const models = this.tenancy.models(tenantId);
-      tenantId,
+    const repos = this.tenancy.repositories(tenantId);
-      filter,
-    });
-    // Retrieve all accounts on the storage.
-    const accounts = await accountRepository.all();
-    const accountsGraph = await accountRepository.getDependencyGraph();
 
-    // Retrieve all journal transactions based on the given query.
+    const trialBalanceSheetRepos = new TrialBalanceSheetRepository(
-    const transactions = await transactionsRepository.journal({
+      models,
-      fromDate: query.fromDate,
+      repos,
-      toDate: query.toDate,
+      filter
-      sumationCreditDebit: true,
-      branchesIds: query.branchesIds
-    });
-    // Transform transactions array to journal collection.
-    const transactionsJournal = Journal.fromTransactions(
-      transactions,
-      tenantId,
-      accountsGraph
     );
+    await trialBalanceSheetRepos.asyncInitialize();
+
     // Trial balance report instance.
     const trialBalanceInstance = new TrialBalanceSheet(
       tenantId,
       filter,
-      accounts,
+      trialBalanceSheetRepos,
-      transactionsJournal,
+      tenant.metadata.baseCurrency
-      tenant.metadata.baseCurrency,
     );
     // Trial balance sheet data.
     const trialBalanceSheetData = trialBalanceInstance.reportData();
@@ -133,4 +120,27 @@ export default class TrialBalanceSheetService extends FinancialSheet {
       meta: this.reportMetadata(tenantId),
     };
   }
+
+  /**
+   * Retrieves the trial balance sheet table.
+   * @param {number} tenantId
+   * @param {ITrialBalanceSheetQuery} query
+   * @returns {Promise<any>}
+   */
+  public async trialBalanceSheetTable(
+    tenantId: number,
+    query: ITrialBalanceSheetQuery
+  ) {
+    const trialBalance = await this.trialBalanceSheet(tenantId, query);
+    const table = new TrialBalanceSheetTable(trialBalance.data, query, {});
+
+    return {
+      table: {
+        columns: table.tableColumns(),
+        rows: table.tableRows(),
+      },
+      meta: trialBalance.meta,
+      query: trialBalance.query,
+    };
+  }
 }

packages/server/src/services/FinancialStatements/TrialBalanceSheet/TrialBalanceSheetTable.ts

@@ -0,0 +1,146 @@
+import * as R from 'ramda';
+import FinancialSheet from '../FinancialSheet';
+import { FinancialTable } from '../FinancialTable';
+import {
+  IBalanceSheetStatementData,
+  ITableColumn,
+  ITableColumnAccessor,
+  ITableRow,
+  ITrialBalanceAccount,
+  ITrialBalanceSheetData,
+  ITrialBalanceSheetQuery,
+  ITrialBalanceTotal,
+} from '@/interfaces';
+import { tableRowMapper } from '@/utils';
+import { IROW_TYPE } from '../BalanceSheet/constants';
+import { FinancialSheetStructure } from '../FinancialSheetStructure';
+
+export class TrialBalanceSheetTable extends R.compose(
+  FinancialTable,
+  FinancialSheetStructure
+)(FinancialSheet) {
+  /**
+   * @param {ITrialBalanceSheetData}
+   */
+  public data: ITrialBalanceSheetData;
+
+  /**
+   * Balance sheet query.
+   * @param {ITrialBalanceSheetQuery}
+   */
+  public query: ITrialBalanceSheetQuery;
+
+  /**
+   * Constructor method.
+   * @param {IBalanceSheetStatementData} reportData -
+   * @param {ITrialBalanceSheetQuery} query -
+   */
+  constructor(
+    data: ITrialBalanceSheetData,
+    query: ITrialBalanceSheetQuery,
+    i18n: any
+  ) {
+    super();
+
+    this.data = data;
+    this.query = query;
+    this.i18n = i18n;
+  }
+  
+  /**
+   * Retrieve the common columns for all report nodes.
+   * @param {ITableColumnAccessor[]}
+   */
+  private commonColumnsAccessors = (): ITableColumnAccessor[] => {
+    return [
+      { key: 'account', accessor: 'formattedName' },
+      { key: 'debit', accessor: 'formattedDebit' },
+      { key: 'credit', accessor: 'formattedCredit' },
+      { key: 'total', accessor: 'formattedBalance' },
+    ];
+  };
+
+  /**
+   * Maps the account node to table row.
+   * @param {ITrialBalanceAccount} node -
+   * @returns {ITableRow}
+   */
+  private accountNodeTableRowsMapper = (
+    node: ITrialBalanceAccount
+  ): ITableRow => {
+    const columns = this.commonColumnsAccessors();
+    const meta = {
+      rowTypes: [IROW_TYPE.ACCOUNT],
+      id: node.id,
+    };
+    return tableRowMapper(node, columns, meta);
+  };
+
+  /**
+   * Maps the total node to table row.
+   * @param {ITrialBalanceTotal} node -
+   * @returns {ITableRow}
+   */
+  private totalNodeTableRowsMapper = (node: ITrialBalanceTotal): ITableRow => {
+    const columns = this.commonColumnsAccessors();
+    const meta = {
+      rowTypes: [IROW_TYPE.TOTAL],
+      id: node.id,
+    };
+    return tableRowMapper(node, columns, meta);
+  };
+
+  /**
+   * Mappes the given report sections to table rows.
+   * @param  {IBalanceSheetDataNode[]} nodes -
+   * @return {ITableRow}
+   */
+  private accountsToTableRowsMap = (
+    nodes: ITrialBalanceAccount[]
+  ): ITableRow[] => {
+    return this.mapNodesDeep(nodes, this.accountNodeTableRowsMapper);
+  };
+
+  /**
+   * Retrieves the accounts table rows of the given report data.
+   * @returns {ITableRow[]}
+   */
+  private accountsTableRows = (): ITableRow[] => {
+    return this.accountsToTableRowsMap(this.data.accounts);
+  };
+
+  /**
+   * Maps the given total node to table row.
+   * @returns {ITableRow}
+   */
+  private totalTableRow = (): ITableRow => {
+    return this.totalNodeTableRowsMapper(this.data.total);
+  };
+
+  /**
+   * Retrieves the table rows.
+   * @returns {ITableRow[]}
+   */
+  public tableRows = (): ITableRow[] => {
+    return R.compose(
+      R.append(this.totalTableRow()),
+      R.concat(this.accountsTableRows())
+    )([]);
+  };
+
+  /**
+   * Retrrieves the table columns.
+   * @returns {ITableColumn[]}
+   */
+  public tableColumns = (): ITableColumn[] => {
+    return R.compose(
+      this.tableColumnsCellIndexing,
+      R.concat([
+        { key: 'account_name', label: 'Account' },
+        { key: 'debit', label: 'Debit' },
+        { key: 'credit', label: 'Credit' },
+        { key: 'total', label: 'Total' },
+      ])
+    )([]);
+  };
+}

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

@@ -0,0 +1,5 @@
+
+export enum IROW_TYPE {
+  ACCOUNT = 'ACCOUNT',
+  TOTAL = 'TOTAL',
+}

packages/server/src/services/Items/CreateItem.ts

@@ -55,6 +55,18 @@ export class CreateItem {
         itemDTO.inventoryAccountId
       );
     }
+    if (itemDTO.purchaseTaxRateId) {
+      await this.validators.validatePurchaseTaxRateExistance(
+        tenantId,
+        itemDTO.purchaseTaxRateId
+      );
+    }
+    if (itemDTO.sellTaxRateId) {
+      await this.validators.validateSellTaxRateExistance(
+        tenantId,
+        itemDTO.sellTaxRateId
+      );
+    }
   }
 
   /**

packages/server/src/services/Items/EditItem.ts

@@ -76,6 +76,20 @@ export class EditItem {
         itemDTO.inventoryAccountId
       );
     }
+    // Validate the purchase tax rate id existance.
+    if (itemDTO.purchaseTaxRateId) {
+      await this.validators.validatePurchaseTaxRateExistance(
+        tenantId,
+        itemDTO.purchaseTaxRateId
+      );
+    }
+    // Validate the sell tax rate id existance.
+    if (itemDTO.sellTaxRateId) {
+      await this.validators.validateSellTaxRateExistance(
+        tenantId,
+        itemDTO.sellTaxRateId
+      );
+    }
     // Validate inventory account should be modified in inventory item
     // has inventory transactions.
     await this.validators.validateItemInvnetoryAccountModified(

packages/server/src/services/Items/GetItem.ts

@@ -27,6 +27,8 @@ export class GetItem {
       .withGraphFetched('category')
       .withGraphFetched('costAccount')
       .withGraphFetched('itemWarehouses.warehouse')
+      .withGraphFetched('sellTaxRate')
+      .withGraphFetched('purchaseTaxRate')
       .throwIfNotFound();
 
     return this.transformer.transform(tenantId, item, new ItemTransformer());

packages/server/src/services/Items/ItemValidators.ts

@@ -241,4 +241,40 @@ export class ItemsValidators {
       throw new ServiceError(ERRORS.ITEM_CANNOT_CHANGE_INVENTORY_TYPE);
     }
   }
+
+  /**
+   * Validate the purchase tax rate id existance.
+   * @param {number} tenantId -
+   * @param {number} taxRateId -
+   */
+  public async validatePurchaseTaxRateExistance(
+    tenantId: number,
+    taxRateId: number
+  ) {
+    const { TaxRate } = this.tenancy.models(tenantId);
+
+    const foundTaxRate = await TaxRate.query().findById(taxRateId);
+
+    if (!foundTaxRate) {
+      throw new ServiceError(ERRORS.PURCHASE_TAX_RATE_NOT_FOUND);
+    }
+  }
+
+  /**
+   * Validate the sell tax rate id existance.
+   * @param {number} tenantId
+   * @param {number} taxRateId
+   */
+  public async validateSellTaxRateExistance(
+    tenantId: number,
+    taxRateId: number
+  ) {
+    const { TaxRate } = this.tenancy.models(tenantId);
+
+    const foundTaxRate = await TaxRate.query().findById(taxRateId);
+
+    if (!foundTaxRate) {
+      throw new ServiceError(ERRORS.SELL_TAX_RATE_NOT_FOUND);
+    }
+  }
 }

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

@@ -22,7 +22,10 @@ export const ERRORS = {
   TYPE_CANNOT_CHANGE_WITH_ITEM_HAS_TRANSACTIONS: 'TYPE_CANNOT_CHANGE_WITH_ITEM_HAS_TRANSACTIONS',
   INVENTORY_ACCOUNT_CANNOT_MODIFIED: 'INVENTORY_ACCOUNT_CANNOT_MODIFIED',
 
-  ITEM_HAS_ASSOCIATED_TRANSACTIONS: 'ITEM_HAS_ASSOCIATED_TRANSACTIONS'
+  ITEM_HAS_ASSOCIATED_TRANSACTIONS: 'ITEM_HAS_ASSOCIATED_TRANSACTIONS',
+
+  PURCHASE_TAX_RATE_NOT_FOUND: 'PURCHASE_TAX_RATE_NOT_FOUND',
+  SELL_TAX_RATE_NOT_FOUND: 'SELL_TAX_RATE_NOT_FOUND',
 };
 
 export const DEFAULT_VIEW_COLUMNS = [];

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

@@ -203,8 +203,8 @@ export class BillPaymentGLEntries {
 
   /**
    * Retrieves the payment GL payable entry.
-   * @param   {IBillPayment} billPayment
+   * @param {IBillPayment} billPayment
-   * @param   {number} APAccountId
+   * @param {number} APAccountId
    * @returns {ILedgerEntry}
    */
   private getPaymentGLPayableEntry = (

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

@@ -14,6 +14,7 @@ import {
 import { BranchTransactionDTOTransform } from '@/services/Branches/Integrations/BranchTransactionDTOTransform';
 import { WarehouseTransactionDTOTransform } from '@/services/Warehouses/Integrations/WarehouseTransactionDTOTransform';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
+import { ItemEntriesTaxTransactions } from '@/services/TaxRates/ItemEntriesTaxTransactions';
 
 @Service()
 export class BillDTOTransformer {
@@ -23,6 +24,9 @@ export class BillDTOTransformer {
   @Inject()
   private warehouseDTOTransform: WarehouseTransactionDTOTransform;
 
+  @Inject()
+  private taxDTOTransformer: ItemEntriesTaxTransactions;
+
   @Inject()
   private tenancy: HasTenancyService;
 
@@ -73,14 +77,24 @@ export class BillDTOTransformer {
     const billNumber = billDTO.billNumber || oldBill?.billNumber;
 
     const initialEntries = billDTO.entries.map((entry) => ({
-      reference_type: 'Bill',
+      referenceType: 'Bill',
+      isInclusiveTax: billDTO.isInclusiveTax,
       ...omit(entry, ['amount']),
     }));
-    const entries = await composeAsync(
+    const asyncEntries = await composeAsync(
+      // Associate tax rate from tax id to entries.
+      this.taxDTOTransformer.assocTaxRateFromTaxIdToEntries(tenantId),
+      // Associate tax rate id from tax code to entries.
+      this.taxDTOTransformer.assocTaxRateIdFromCodeToEntries(tenantId),
       // Sets the default cost account to the bill entries.
       this.setBillEntriesDefaultAccounts(tenantId)
     )(initialEntries);
 
+    const entries = R.compose(
+      // Remove tax code from entries.
+      R.map(R.omit(['taxCode']))
+    )(asyncEntries);
+
     const initialDTO = {
       ...formatDateFields(omit(billDTO, ['open', 'entries']), [
         'billDate',
@@ -100,6 +114,8 @@ export class BillDTOTransformer {
       userId: authorizedUser.id,
     };
     return R.compose(
+      // Associates tax amount withheld to the model.
+      this.taxDTOTransformer.assocTaxAmountWithheldFromEntries,
       this.branchDTOTransform.transformDTO(tenantId),
       this.warehouseDTOTransform.transformDTO(tenantId)
     )(initialDTO);

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

@@ -7,6 +7,7 @@ import { AccountNormal, IBill, IItemEntry, ILedgerEntry } from '@/interfaces';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
 import Ledger from '@/services/Accounting/Ledger';
 import LedgerStorageService from '@/services/Accounting/LedgerStorageService';
+import ItemsEntriesService from '@/services/Items/ItemsEntriesService';
 
 @Service()
 export class BillGLEntries {
@@ -16,6 +17,9 @@ export class BillGLEntries {
   @Inject()
   private ledgerStorage: LedgerStorageService;
 
+  @Inject()
+  private itemsEntriesService: ItemsEntriesService;
+
   /**
    * Creates bill GL entries.
    * @param {number} tenantId -
@@ -43,8 +47,16 @@ export class BillGLEntries {
       {},
       trx
     );
-    const billLedger = this.getBillLedger(bill, APAccount.id);
+    // Find or create tax payable account.
-
+    const taxPayableAccount = await accountRepository.findOrCreateTaxPayable(
+      {},
+      trx
+    );
+    const billLedger = this.getBillLedger(
+      bill,
+      APAccount.id,
+      taxPayableAccount.id
+    );
     // Commit the GL enties on the storage.
     await this.ledgerStorage.commit(tenantId, billLedger, trx);
   };
@@ -83,7 +95,7 @@ export class BillGLEntries {
 
   /**
    * Retrieves the bill common entry.
-   * @param   {IBill} bill
+   * @param {IBill} bill
    * @returns {ILedgerEntry}
    */
   private getBillCommonEntry = (bill: IBill) => {
@@ -119,7 +131,7 @@ export class BillGLEntries {
     (bill: IBill, entry: IItemEntry, index: number): ILedgerEntry => {
       const commonJournalMeta = this.getBillCommonEntry(bill);
 
-      const localAmount = bill.exchangeRate * entry.amount;
+      const localAmount = bill.exchangeRate * entry.amountExludingTax;
       const landedCostAmount = sumBy(entry.allocatedCostEntries, 'cost');
 
       return {
@@ -173,7 +185,7 @@ export class BillGLEntries {
 
     return {
       ...commonJournalMeta,
-      credit: bill.localAmount,
+      credit: bill.totalLocal,
       accountId: payableAccountId,
       contactId: bill.vendorId,
       accountNormal: AccountNormal.CREDIT,
@@ -182,15 +194,62 @@ export class BillGLEntries {
     };
   };
 
+  /**
+   * Retrieves the bill tax GL entry.
+   * @param {IBill} bill -
+   * @param {number} taxPayableAccountId -
+   * @param {IItemEntry} entry -
+   * @param {number} index -
+   * @returns {ILedgerEntry}
+   */
+  private getBillTaxEntry = R.curry(
+    (
+      bill: IBill,
+      taxPayableAccountId: number,
+      entry: IItemEntry,
+      index: number
+    ): ILedgerEntry => {
+      const commonJournalMeta = this.getBillCommonEntry(bill);
+
+      return {
+        ...commonJournalMeta,
+        debit: entry.taxAmount,
+        index,
+        indexGroup: 30,
+        accountId: taxPayableAccountId,
+        accountNormal: AccountNormal.CREDIT,
+        taxRateId: entry.taxRateId,
+        taxRate: entry.taxRate,
+      };
+    }
+  );
+
+  /**
+   * Retrieves the bill tax GL entries.
+   * @param {IBill} bill
+   * @param {number} taxPayableAccountId
+   * @returns {ILedgerEntry[]}
+   */
+  private getBillTaxEntries = (bill: IBill, taxPayableAccountId: number) => {
+    // Retrieves the non-zero tax entries.
+    const nonZeroTaxEntries = this.itemsEntriesService.getNonZeroEntries(
+      bill.entries
+    );
+    const transformTaxEntry = this.getBillTaxEntry(bill, taxPayableAccountId);
+
+    return nonZeroTaxEntries.map(transformTaxEntry);
+  };
+
   /**
    * Retrieves the given bill GL entries.
-   * @param   {IBill} bill
+   * @param {IBill} bill
-   * @param   {number} payableAccountId
+   * @param {number} payableAccountId
    * @returns {ILedgerEntry[]}
    */
   private getBillGLEntries = (
     bill: IBill,
-    payableAccountId: number
+    payableAccountId: number,
+    taxPayableAccountId: number
   ): ILedgerEntry[] => {
     const payableEntry = this.getBillPayableEntry(payableAccountId, bill);
 
@@ -201,18 +260,28 @@ export class BillGLEntries {
     const landedCostEntries = bill.locatedLandedCosts.map(
       landedCostTransformer
     );
+    const taxEntries = this.getBillTaxEntries(bill, taxPayableAccountId);
+
     // Allocate cost entries journal entries.
-    return [payableEntry, ...itemsEntries, ...landedCostEntries];
+    return [payableEntry, ...itemsEntries, ...landedCostEntries, ...taxEntries];
   };
 
   /**
    * Retrieves the given bill ledger.
-   * @param   {IBill} bill
+   * @param {IBill} bill
-   * @param   {number} payableAccountId
+   * @param {number} payableAccountId
    * @returns {Ledger}
    */
-  private getBillLedger = (bill: IBill, payableAccountId: number) => {
+  private getBillLedger = (
-    const entries = this.getBillGLEntries(bill, payableAccountId);
+    bill: IBill,
+    payableAccountId: number,
+    taxPayableAccountId: number
+  ) => {
+    const entries = this.getBillGLEntries(
+      bill,
+      payableAccountId,
+      taxPayableAccountId
+    );
 
     return new Ledger(entries);
   };

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

@@ -28,7 +28,8 @@ export class GetBill {
       .findById(billId)
       .withGraphFetched('vendor')
       .withGraphFetched('entries.item')
-      .withGraphFetched('branch');
+      .withGraphFetched('branch')
+      .withGraphFetched('taxes.taxRate');
 
     // Validates the bill existance.
     this.validators.validateBillExistance(bill);

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

@@ -1,27 +1,42 @@
 import { IBill } from '@/interfaces';
 import { Transformer } from '@/lib/Transformer/Transformer';
+import { SaleInvoiceTaxEntryTransformer } from '@/services/Sales/Invoices/SaleInvoiceTaxEntryTransformer';
 import { formatNumber } from 'utils';
 
 export class PurchaseInvoiceTransformer extends Transformer {
   /**
-   * Include these attributes to sale invoice object.
+   * Include these attributes to sale bill object.
    * @returns {Array}
    */
   public includeAttributes = (): string[] => {
     return [
       'formattedBillDate',
       'formattedDueDate',
-      'formattedAmount',
       'formattedPaymentAmount',
       'formattedBalance',
       'formattedDueAmount',
       'formattedExchangeRate',
+      'subtotalFormatted',
+      'subtotalLocalFormatted',
+      'subtotalExcludingTaxFormatted',
+      'taxAmountWithheldLocalFormatted',
+      'totalFormatted',
+      'totalLocalFormatted',
+      'taxes',
     ];
   };
 
   /**
-   * Retrieve formatted invoice date.
+   * Excluded attributes.
-   * @param {IBill} invoice
+   * @returns {string[]}
+   */
+  public excludeAttributes = (): string[] => {
+    return ['amount', 'amountLocal', 'localAmount'];
+  };
+
+  /**
+   * Retrieve formatted bill date.
+   * @param {IBill} bill
    * @returns {String}
    */
   protected formattedBillDate = (bill: IBill): string => {
@@ -29,8 +44,8 @@ export class PurchaseInvoiceTransformer extends Transformer {
   };
 
   /**
-   * Retrieve formatted invoice date.
+   * Retrieve formatted bill date.
-   * @param {IBill} invoice
+   * @param {IBill} bill
    * @returns {String}
    */
   protected formattedDueDate = (bill: IBill): string => {
@@ -39,7 +54,7 @@ export class PurchaseInvoiceTransformer extends Transformer {
 
   /**
    * Retrieve formatted bill amount.
-   * @param {IBill} invoice
+   * @param {IBill} bill
    * @returns {string}
    */
   protected formattedAmount = (bill): string => {
@@ -48,7 +63,7 @@ export class PurchaseInvoiceTransformer extends Transformer {
 
   /**
    * Retrieve formatted bill amount.
-   * @param {IBill} invoice
+   * @param {IBill} bill
    * @returns {string}
    */
   protected formattedPaymentAmount = (bill): string => {
@@ -59,7 +74,7 @@ export class PurchaseInvoiceTransformer extends Transformer {
 
   /**
    * Retrieve formatted bill amount.
-   * @param {IBill} invoice
+   * @param {IBill} bill
    * @returns {string}
    */
   protected formattedDueAmount = (bill): string => {
@@ -77,10 +92,90 @@ export class PurchaseInvoiceTransformer extends Transformer {
 
   /**
    * Retrieve the formatted exchange rate.
-   * @param {ISaleInvoice} invoice
+   * @param {IBill} bill
    * @returns {string}
    */
-  protected formattedExchangeRate = (invoice): string => {
+  protected formattedExchangeRate = (bill): string => {
-    return formatNumber(invoice.exchangeRate, { money: false });
+    return formatNumber(bill.exchangeRate, {
+      currencyCode: this.context.organization.baseCurrency,
+    });
+  };
+
+  /**
+   * Retrieves the formatted subtotal.
+   * @param {IBill} bill
+   * @returns {string}
+   */
+  protected subtotalFormatted = (bill): string => {
+    return formatNumber(bill.subtotal, {
+      currencyCode: bill.currencyCode,
+    });
+  };
+
+  /**
+   * Retrieves the local subtotal formatted.
+   * @param {IBill} bill
+   * @returns {string}
+   */
+  protected subtotalLocalFormatted = (bill): string => {
+    return formatNumber(bill.subtotalLocal, {
+      currencyCode: this.context.organization.baseCurrency,
+    });
+  };
+
+  /**
+   * Retrieves the formatted subtotal tax excluded.
+   * @param {IBill} bill
+   * @returns {string}
+   */
+  protected subtotalExcludingTaxFormatted = (bill): string => {
+    return formatNumber(bill.subtotalExludingTax, {
+      currencyCode: bill.currencyCode,
+    });
+  };
+
+  /**
+   * Retrieves the local formatted tax amount withheld
+   * @param {IBill} bill
+   * @returns {string}
+   */
+  protected taxAmountWithheldLocalFormatted = (bill): string => {
+    return formatNumber(bill.taxAmountWithheldLocal, {
+      currencyCode: this.context.organization.baseCurrency,
+    });
+  };
+
+  /**
+   * Retrieves the total formatted.
+   * @param {IBill} bill
+   * @returns {string}
+   */
+  protected totalFormatted = (bill): string => {
+    return formatNumber(bill.total, {
+      currencyCode: bill.currencyCode,
+    });
+  };
+
+  /**
+   * Retrieves the local total formatted.
+   * @param {IBill} bill
+   * @returns {string}
+   */
+  protected totalLocalFormatted = (bill): string => {
+    return formatNumber(bill.totalLocal, {
+      currencyCode: this.context.organization.baseCurrency,
+    });
+  };
+
+  /**
+   * Retrieve the taxes lines of bill.
+   * @param {Bill} bill
+   */
+  protected taxes = (bill) => {
+    return this.item(bill.taxes, new SaleInvoiceTaxEntryTransformer(), {
+      subtotal: bill.subtotal,
+      isInclusiveTax: bill.isInclusiveTax,
+      currencyCode: bill.currencyCode,
+    });
   };
 }

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

@@ -218,7 +218,8 @@ export class SaleInvoiceGLEntries {
         ...commonEntry,
         credit: entry.taxAmount,
         accountId: taxPayableAccountId,
-        index: index + 3,
+        index: index + 1,
+        indexGroup: 30,
         accountNormal: AccountNormal.CREDIT,
         taxRateId: entry.taxRateId,
         taxRate: entry.taxRate,

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

@@ -62,8 +62,8 @@ export class SaleInvoiceTaxEntryTransformer extends Transformer {
     const taxRate = this.taxRate(taxEntry);
 
     return this.options.isInclusiveTax
-      ? getInclusiveTaxAmount(this.options.amount, taxRate)
+      ? getInclusiveTaxAmount(this.options.subtotal, taxRate)
-      : getExlusiveTaxAmount(this.options.amount, taxRate);
+      : getExlusiveTaxAmount(this.options.subtotal, taxRate);
   };
 
   /**

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

@@ -171,7 +171,7 @@ export class SaleInvoiceTransformer extends Transformer {
    */
   protected taxes = (invoice) => {
     return this.item(invoice.taxes, new SaleInvoiceTaxEntryTransformer(), {
-      amount: invoice.amount,
+      subtotal: invoice.subtotal,
       isInclusiveTax: invoice.isInclusiveTax,
       currencyCode: invoice.currencyCode,
     });

packages/server/src/services/TaxRates/EditTaxRate.ts

@@ -115,6 +115,7 @@ export class EditTaxRateService {
       // Triggers `onTaxRateEdited` event.
       await this.eventPublisher.emitAsync(events.taxRates.onEdited, {
         editTaxRateDTO,
+        oldTaxRate,
         taxRate,
         tenantId,
         trx,

packages/server/src/services/TaxRates/SyncItemTaxRateOnEditTaxRate.ts

@@ -0,0 +1,55 @@
+import { Knex } from 'knex';
+import { Inject, Service } from 'typedi';
+import HasTenancyService from '../Tenancy/TenancyService';
+
+@Service()
+export class SyncItemTaxRateOnEditTaxRate {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  /**
+   * Syncs the new tax rate created to item default sell tax rate.
+   * @param {number} tenantId
+   * @param {number} itemId
+   * @param {number} sellTaxRateId
+   */
+  public updateItemSellTaxRate = async (
+    tenantId: number,
+    oldSellTaxRateId: number,
+    sellTaxRateId: number,
+    trx?: Knex.Transaction
+  ) => {
+    const { Item } = this.tenancy.models(tenantId);
+
+    // Can't continue if the old and new sell tax rate id are equal.
+    if (oldSellTaxRateId === sellTaxRateId) return;
+
+    await Item.query().where('sellTaxRateId', oldSellTaxRateId).update({
+      sellTaxRateId,
+    });
+  };
+
+  /**
+   * Syncs the new tax rate created to item default purchase tax rate.
+   * @param {number} tenantId
+   * @param {number} itemId
+   * @param {number} purchaseTaxRateId
+   */
+  public updateItemPurchaseTaxRate = async (
+    tenantId: number,
+    oldPurchaseTaxRateId: number,
+    purchaseTaxRateId: number,
+    trx?: Knex.Transaction
+  ) => {
+    const { Item } = this.tenancy.models(tenantId);
+
+    // Can't continue if the old and new sell tax rate id are equal.
+    if (oldPurchaseTaxRateId === purchaseTaxRateId) return;
+
+    await Item.query(trx)
+      .where('purchaseTaxRateId', oldPurchaseTaxRateId)
+      .update({
+        purchaseTaxRateId,
+      });
+  };
+}

packages/server/src/services/TaxRates/SyncItemTaxRateOnEditTaxSubscriber.ts

@@ -0,0 +1,45 @@
+import { Inject, Service } from 'typedi';
+import { SyncItemTaxRateOnEditTaxRate } from './SyncItemTaxRateOnEditTaxRate';
+import events from '@/subscribers/events';
+import { ITaxRateEditedPayload } from '@/interfaces';
+import { runAfterTransaction } from '../UnitOfWork/TransactionsHooks';
+
+@Service()
+export class SyncItemTaxRateOnEditTaxSubscriber {
+  @Inject()
+  private syncItemRateOnEdit: SyncItemTaxRateOnEditTaxRate;
+
+  /**
+   * Attaches events with handles.
+   */
+  public attach(bus) {
+    bus.subscribe(
+      events.taxRates.onEdited,
+      this.handleSyncNewTaxRateToItemTaxRate
+    );
+  }
+
+  /**
+   * Syncs the new tax rate created to default item tax rates.
+   * @param {ITaxRateEditedPayload} payload -
+   */
+  private handleSyncNewTaxRateToItemTaxRate = async ({
+    taxRate,
+    tenantId,
+    oldTaxRate,
+    trx,
+  }: ITaxRateEditedPayload) => {
+    runAfterTransaction(trx, async () => {
+      await this.syncItemRateOnEdit.updateItemPurchaseTaxRate(
+        tenantId,
+        oldTaxRate.id,
+        taxRate.id
+      );
+      await this.syncItemRateOnEdit.updateItemSellTaxRate(
+        tenantId,
+        oldTaxRate.id,
+        taxRate.id
+      );
+    });
+  };
+}

packages/server/src/services/TaxRates/subscribers/BillTaxRateValidateSubscriber.ts

@@ -0,0 +1,89 @@
+import { Inject, Service } from 'typedi';
+import { IBillCreatingPayload, IBillEditingPayload } from '@/interfaces';
+import events from '@/subscribers/events';
+import { CommandTaxRatesValidators } from '../CommandTaxRatesValidators';
+
+@Service()
+export class BillTaxRateValidateSubscriber {
+  @Inject()
+  private taxRateDTOValidator: CommandTaxRatesValidators;
+
+  /**
+   * Attaches events with handlers.
+   */
+  public attach(bus) {
+    bus.subscribe(
+      events.bill.onCreating,
+      this.validateBillEntriesTaxCodeExistanceOnCreating
+    );
+    bus.subscribe(
+      events.bill.onCreating,
+      this.validateBillEntriesTaxIdExistanceOnCreating
+    );
+    bus.subscribe(
+      events.bill.onEditing,
+      this.validateBillEntriesTaxCodeExistanceOnEditing
+    );
+    bus.subscribe(
+      events.bill.onEditing,
+      this.validateBillEntriesTaxIdExistanceOnEditing
+    );
+    return bus;
+  }
+
+  /**
+   * Validate bill entries tax rate code existance when creating.
+   * @param {IBillCreatingPayload}
+   */
+  private validateBillEntriesTaxCodeExistanceOnCreating = async ({
+    billDTO,
+    tenantId,
+  }: IBillCreatingPayload) => {
+    await this.taxRateDTOValidator.validateItemEntriesTaxCode(
+      tenantId,
+      billDTO.entries
+    );
+  };
+
+  /**
+   * Validate the tax rate id existance when creating.
+   * @param {IBillCreatingPayload}
+   */
+  private validateBillEntriesTaxIdExistanceOnCreating = async ({
+    billDTO,
+    tenantId,
+  }: IBillCreatingPayload) => {
+    await this.taxRateDTOValidator.validateItemEntriesTaxCodeId(
+      tenantId,
+      billDTO.entries
+    );
+  };
+
+  /**
+   * Validate bill entries tax rate code existance when editing.
+   * @param {IBillEditingPayload}
+   */
+  private validateBillEntriesTaxCodeExistanceOnEditing = async ({
+    tenantId,
+    billDTO,
+  }: IBillEditingPayload) => {
+    await this.taxRateDTOValidator.validateItemEntriesTaxCode(
+      tenantId,
+      billDTO.entries
+    );
+  };
+
+  /**
+   * Validates the bill entries tax rate id existance when editing.
+   * @param {ISaleInvoiceEditingPayload} payload -
+   */
+  private validateBillEntriesTaxIdExistanceOnEditing = async ({
+    tenantId,
+    billDTO,
+  }: IBillEditingPayload) => {
+    await this.taxRateDTOValidator.validateItemEntriesTaxCodeId(
+      tenantId,
+      billDTO.entries
+    );
+  };
+}

packages/server/src/services/TaxRates/subscribers/WriteBillTaxTransactionsSubscriber.ts

@@ -0,0 +1,87 @@
+import { Inject, Service } from 'typedi';
+import {
+  IBIllEventDeletedPayload,
+  IBillCreatedPayload,
+  IBillEditedPayload,
+  ISaleInvoiceCreatedPayload,
+  ISaleInvoiceDeletedPayload,
+  ISaleInvoiceEditedPayload,
+} from '@/interfaces';
+import events from '@/subscribers/events';
+import { WriteTaxTransactionsItemEntries } from '../WriteTaxTransactionsItemEntries';
+
+@Service()
+export class WriteBillTaxTransactionsSubscriber {
+  @Inject()
+  private writeTaxTransactions: WriteTaxTransactionsItemEntries;
+
+  /**
+   * Attaches events with handlers.
+   */
+  public attach(bus) {
+    bus.subscribe(
+      events.bill.onCreated,
+      this.writeInvoiceTaxTransactionsOnCreated
+    );
+    bus.subscribe(
+      events.bill.onEdited,
+      this.rewriteInvoiceTaxTransactionsOnEdited
+    );
+    bus.subscribe(
+      events.bill.onDeleted,
+      this.removeInvoiceTaxTransactionsOnDeleted
+    );
+    return bus;
+  }
+
+  /**
+   * Writes the bill tax transactions on invoice created.
+   * @param {ISaleInvoiceCreatingPaylaod}
+   */
+  private writeInvoiceTaxTransactionsOnCreated = async ({
+    tenantId,
+    bill,
+    trx,
+  }: IBillCreatedPayload) => {
+    await this.writeTaxTransactions.writeTaxTransactionsFromItemEntries(
+      tenantId,
+      bill.entries,
+      trx
+    );
+  };
+
+  /**
+   * Rewrites the bill tax transactions on invoice edited.
+   * @param {IBillEditedPayload} payload -
+   */
+  private rewriteInvoiceTaxTransactionsOnEdited = async ({
+    tenantId,
+    bill,
+    trx,
+  }: IBillEditedPayload) => {
+    await this.writeTaxTransactions.rewriteTaxRateTransactionsFromItemEntries(
+      tenantId,
+      bill.entries,
+      'Bill',
+      bill.id,
+      trx
+    );
+  };
+
+  /**
+   * Removes the invoice tax transactions on invoice deleted.
+   * @param {IBIllEventDeletedPayload}
+   */
+  private removeInvoiceTaxTransactionsOnDeleted = async ({
+    tenantId,
+    oldBill,
+    trx,
+  }: IBIllEventDeletedPayload) => {
+    await this.writeTaxTransactions.removeTaxTransactionsFromItemEntries(
+      tenantId,
+      oldBill.id,
+      'Bill',
+      trx
+    );
+  };
+}

packages/server/src/subscribers/Bills/WriteJournalEntries.ts

@@ -1,87 +0,0 @@
-import { Inject, Service } from 'typedi';
-import events from '@/subscribers/events';
-import TenancyService from '@/services/Tenancy/TenancyService';
-import BillsService from '@/services/Purchases/Bills';
-import {
-  IBillCreatedPayload,
-  IBillEditedPayload,
-  IBIllEventDeletedPayload,
-} from '@/interfaces';
-
-@Service()
-export default class BillWriteGLEntriesSubscriber {
-  @Inject()
-  tenancy: TenancyService;
-
-  @Inject()
-  billsService: BillsService;
-
-  /**
-   * Attaches events with handles.
-   */
-  public attach(bus) {
-    bus.subscribe(
-      events.bill.onCreated,
-      this.handlerWriteJournalEntriesOnCreate
-    );
-    bus.subscribe(
-      events.bill.onEdited,
-      this.handleOverwriteJournalEntriesOnEdit
-    );
-    bus.subscribe(events.bill.onDeleted, this.handlerDeleteJournalEntries);
-  }
-
-  /**
-   * Handles writing journal entries once bill created.
-   * @param {IBillCreatedPayload} payload -
-   */
-  private handlerWriteJournalEntriesOnCreate = async ({
-    tenantId,
-    billId,
-    bill,
-    trx,
-  }: IBillCreatedPayload) => {
-    // Can't continue if the bill is not opened yet.
-    if (!bill.openedAt) return null;
-
-    await this.billsService.recordJournalTransactions(
-      tenantId,
-      billId,
-      false,
-      trx
-    );
-  };
-
-  /**
-   * Handles the overwriting journal entries once bill edited.
-   * @param {IBillEditedPayload} payload -
-   */
-  private handleOverwriteJournalEntriesOnEdit = async ({
-    tenantId,
-    billId,
-    bill,
-    trx,
-  }: IBillEditedPayload) => {
-    // Can't continue if the bill is not opened yet.
-    if (!bill.openedAt) return null;
-
-    await this.billsService.recordJournalTransactions(
-      tenantId,
-      billId,
-      true,
-      trx
-    );
-  };
-
-  /**
-   * Handles revert journal entries on bill deleted.
-   * @param {IBIllEventDeletedPayload} payload -
-   */
-  private handlerDeleteJournalEntries = async ({
-    tenantId,
-    billId,
-    trx,
-  }: IBIllEventDeletedPayload) => {
-    await this.billsService.revertJournalEntries(tenantId, billId, trx);
-  };
-}

packages/server/src/system/migrations/20231012112401_add_tax_number_column_to_tenants_metadata_table.js

@@ -0,0 +1,11 @@
+exports.up = function (knex) {
+  return knex.schema.table('tenants_metadata', (table) => {
+    table.string('tax_number')
+  });
+};
+
+exports.down = function (knex) {
+  return knex.schema.table('tenants_metadata', (table) => {
+    table.dropColumn('tax_number');
+  });
+};

packages/server/src/utils/deepdash.ts

@@ -41,10 +41,10 @@ const mapValuesDeepReverse = (nodes, callback, config?) => {
     );
     const mappedNode = callback(node, children);
 
-    _.set(clonedNodes, pathString, {
+    if (!mappedNode.children && children) {
-      ...mappedNode,
+      mappedNode.children = children;
-      ...(!_.isEmpty(children) ? { children } : {}),
+    }
-    });
+    _.set(clonedNodes, pathString, mappedNode);
   });
   return clonedNodes;
 };

packages/webapp/Dockerfile

@@ -1,17 +1,26 @@
-FROM node:14.15.0 as build
+FROM node:18.16.0-alpine as build
 
 USER root
 
 WORKDIR /app
 
-# Install dependencies
+# Copy application dependency manifests to the container image.
-COPY package*.json ./
+COPY ./package*.json ./
-COPY lerna.json ./
+COPY ./pnpm-lock.yaml ./pnpm-lock.yaml
+COPY ./pnpm-workspace.yaml ./pnpm-workspace.yaml
+COPY ./lerna.json ./lerna.json
+COPY ./packages/webapp/package*.json ./packages/webapp/
 
-COPY ./packages/webapp/package*.json /app/packages/webapp/
+# Install application dependencies
+RUN apk update
+RUN apk add python3 build-base chromium
 
-RUN npm install
+# Set PYHTON env
-RUN npm run bootstrap
+ENV PYTHON=/usr/bin/python3
+
+# Install pnpm packages dependencies
+RUN npm install -g pnpm
+RUN pnpm install
 
 # Build webapp package
 COPY ./packages/webapp /app/packages/webapp

packages/webapp/craco.config.js

@@ -1,20 +1,14 @@
 const path = require('path');
-const webpack = require('webpack');
-const dotenv = require('dotenv-webpack');
 
 module.exports = {
   webpack: {
-    plugins: [
-      new dotenv(),
-      new webpack.DefinePlugin({
-        'process.env': {
-          MONOREPO_VERSION: JSON.stringify(require('../../lerna.json').version),
-        },
-      }),
-    ],
-
     alias: {
       '@': path.resolve(__dirname, 'src'),
     },
+    configure: {
+      resolve: {
+        fallback: { path: require.resolve('path-browserify') },
+      },
+    },
   },
 };

packages/webapp/package.json

@@ -117,6 +117,12 @@
   "resolutions": {
     "react-error-overlay": "6.0.9"
   },
+  "eslintConfig": {
+    "extends": [
+      "react-app",
+      "react-app/jest"
+    ]
+  },
   "browserslist": {
     "production": [
       ">0.2%",

packages/webapp/src/components/DrawersContainer.tsx

@@ -1,5 +1,3 @@
-import React from 'react';
-
 import AccountDrawer from '@/containers/Drawers/AccountDrawer';
 import ManualJournalDrawer from '@/containers/Drawers/ManualJournalDrawer';
 import ExpenseDrawer from '@/containers/Drawers/ExpenseDrawer';

packages/webapp/src/components/Forms/Select.tsx

@@ -26,6 +26,10 @@ const SelectButton = styled(Button)`
   position: relative;
   padding-right: 30px;
 
+  &.bp4-small{
+    padding-right: 24px;
+  }
+
   &:not(.is-selected):not([class*='bp4-intent-']):not(.bp4-minimal) {
     color: #5c7080;
   }

packages/webapp/src/components/TaxRates/TaxRatesSelect.tsx

@@ -0,0 +1,62 @@
+// @ts-nocheck
+import * as R from 'ramda';
+import intl from 'react-intl-universal';
+import { FSelect } from '@/components';
+import { DialogsName } from '@/constants/dialogs';
+import withDialogActions from '@/containers/Dialog/withDialogActions';
+import { MenuItem } from '@blueprintjs/core';
+
+// Create new account renderer.
+const createNewItemRenderer = (query, active, handleClick) => {
+  return (
+    <MenuItem
+      icon="add"
+      text={intl.get('list.create', { value: `"${query}"` })}
+      active={active}
+      onClick={handleClick}
+    />
+  );
+};
+
+// Create new item from the given query string.
+const createNewItemFromQuery = (name) => ({ name });
+
+/**
+ * Tax rates select field binded with Formik form.
+ * @returns {JSX.Element}
+ */
+function TaxRatesSelectRoot({
+  // #withDialogActions
+  openDialog,
+
+  // #ownProps
+  allowCreate,
+
+  ...restProps
+}) {
+  // Maybe inject new item props to select component.
+  const maybeCreateNewItemRenderer = allowCreate ? createNewItemRenderer : null;
+  const maybeCreateNewItemFromQuery = allowCreate
+    ? createNewItemFromQuery
+    : null;
+
+  // Handles the create item click.
+  const handleCreateItemClick = () => {
+    openDialog(DialogsName.TaxRateForm);
+  };
+
+  return (
+    <FSelect
+      valueAccessor={'id'}
+      labelAccessor={'code'}
+      textAccessor={'name_formatted'}
+      popoverProps={{ minimal: true, usePortal: true, inline: false }}
+      createNewItemRenderer={maybeCreateNewItemRenderer}
+      createNewItemFromQuery={maybeCreateNewItemFromQuery}
+      onCreateItemSelect={handleCreateItemClick}
+      {...restProps}
+    />
+  );
+}
+
+export const TaxRatesSelect = R.compose(withDialogActions)(TaxRatesSelectRoot);

packages/webapp/src/constants/InclusiveTaxOptions.ts

@@ -0,0 +1,7 @@
+
+import { TaxType } from '@/interfaces/TaxRates';
+
+export const InclusiveTaxOptions = [
+  { key: TaxType.Inclusive, label: 'Inclusive of Tax' },
+  { key: TaxType.Exclusive, label: 'Exclusive of Tax' },
+];

packages/webapp/src/containers/Authentication/Register.tsx

@@ -1,5 +1,4 @@
 // @ts-nocheck
-import React, { useMemo } from 'react';
 import intl from 'react-intl-universal';
 import { Formik } from 'formik';
 import { Link } from 'react-router-dom';

packages/webapp/src/containers/Dashboard/Sidebar/Sidebar.tsx

@@ -34,10 +34,10 @@ export function Sidebar() {
  * @returns {React.JSX}
  */
 function SidebarFooterVersion() {
-  const { MONOREPO_VERSION } = process.env;
+  const { REACT_APP_VERSION } = process.env;
 
-  if (!MONOREPO_VERSION) {
+  if (!REACT_APP_VERSION) {
     return null;
   }
-  return <div class="sidebar__version">v{MONOREPO_VERSION}</div>;
+  return <div class="sidebar__version">v{REACT_APP_VERSION}</div>;
 }

packages/webapp/src/containers/Dashboard/Sidebar/SidebarHead.tsx

@@ -1,5 +1,4 @@
 // @ts-nocheck
-import React from 'react';
 import { Button, Popover, Menu, Position } from '@blueprintjs/core';
 
 import { Icon } from '@/components';

packages/webapp/src/containers/Drawers/BillDrawer/BillDetailHeader.tsx

@@ -30,7 +30,7 @@ export default function BillDetailHeader() {
       <CommercialDocTopHeader>
         <DetailsMenu>
           <AmountDetailItem label={intl.get('amount')}>
-            <h3 class="big-number">{bill.formatted_amount}</h3>
+            <h3 class="big-number">{bill.total_formatted}</h3>
           </AmountDetailItem>
           <StatusDetailItem>
             <BillDetailsStatus bill={bill} />

packages/webapp/src/containers/Drawers/BillDrawer/BillDetailTableFooter.tsx

@@ -1,11 +1,8 @@
 // @ts-nocheck
-import React from 'react';
 import styled from 'styled-components';
-
 import {
   TotalLineBorderStyle,
   TotalLineTextStyle,
-  FormatNumber,
   T,
   TotalLines,
   TotalLine,
@@ -23,12 +20,20 @@ export function BillDetailTableFooter() {
       <BillTotalLines labelColWidth={'180px'} amountColWidth={'180px'}>
         <TotalLine
           title={<T id={'bill.details.subtotal'} />}
-          value={<FormatNumber value={bill.amount} />}
+          value={bill.subtotal_formatted}
           borderStyle={TotalLineBorderStyle.SingleDark}
         />
+        {bill.taxes.map((taxRate) => (
+          <TotalLine
+            key={taxRate.id}
+            title={`${taxRate.name} [${taxRate.tax_rate}%]`}
+            value={taxRate.tax_rate_amount_formatted}
+            textStyle={TotalLineTextStyle.Regular}
+          />
+        ))}
         <TotalLine
           title={<T id={'bill.details.total'} />}
-          value={bill.formatted_amount}
+          value={bill.total_formatted}
           borderStyle={TotalLineBorderStyle.DoubleDark}
           textStyle={TotalLineTextStyle.Bold}
         />
@@ -39,6 +44,7 @@ export function BillDetailTableFooter() {
         <TotalLine
           title={<T id={'bill.details.due_amount'} />}
           value={bill.formatted_due_amount}
+          textStyle={TotalLineTextStyle.Bold}
         />
       </BillTotalLines>
     </BillDetailsFooterRoot>

packages/webapp/src/containers/Drawers/ItemDetailDrawer/ItemDetailHeader.tsx

@@ -67,6 +67,14 @@ export default function ItemDetailHeader() {
             label={intl.get('cost_account_id')}
             children={defaultTo(item.cost_account?.name, '-')}
           />
+          <DetailItem
+            label={intl.get('item.details.sell_tax_rate')}
+            children={item?.sell_tax_rate?.name}
+          />
+          <DetailItem
+            label={intl.get('item.details.purchase_tax_rate')}
+            children={item?.purchase_tax_rate?.name}
+          />
           <If condition={item.type === 'inventory'}>
             <DetailItem
               label={intl.get('inventory_account')}

packages/webapp/src/containers/Entries/EntriesActionBar.tsx

@@ -0,0 +1,16 @@
+import { Box } from '@/components';
+import styled from 'styled-components';
+
+export const EntriesActionsBar = styled(Box)`
+  padding-bottom: 12px;
+  display: flex;
+
+  .bp4-form-group {
+    margin-bottom: 0;
+
+    label.bp4-label {
+      opacity: 0.6;
+      margin-right: 8px;
+    }
+  }
+`;

packages/webapp/src/containers/Entries/ItemsEntriesTable.tsx

@@ -8,20 +8,30 @@ import { DataTableEditable } from '@/components';
 import { useEditableItemsEntriesColumns } from './components';
 import {
   useFetchItemRow,
-  composeRowsOnNewRow,
   useComposeRowsOnEditTableCell,
   useComposeRowsOnRemoveTableRow,
+  useComposeRowsOnNewRow,
 } from './utils';
 import {
   ItemEntriesTableProvider,
   useItemEntriesTableContext,
 } from './ItemEntriesTableProvider';
 import { useUncontrolled } from '@/hooks/useUncontrolled';
+import { ItemEntry } from '@/interfaces/ItemEntries';
+
+interface ItemsEntriesTableProps {
+  initialValue?: ItemEntry;
+  value?: ItemEntry[];
+  onChange?: (entries: ItemEntry[]) => void;
+  taxRates?: any[];
+  minLinesNumber?: number;
+  enableTaxRates?: boolean;
+}
 
 /**
  * Items entries table.
  */
-function ItemsEntriesTable(props) {
+function ItemsEntriesTable(props: ItemsEntriesTableProps) {
   const { value, initialValue, onChange } = props;
 
   const [localValue, handleChange] = useUncontrolled({
@@ -51,6 +61,7 @@ function ItemEntriesTableRoot() {
     currencyCode,
     landedCost,
     taxRates,
+    itemType,
   } = useItemEntriesTableContext();
 
   // Editiable items entries columns.
@@ -58,11 +69,12 @@ function ItemEntriesTableRoot() {
 
   const composeRowsOnEditCell = useComposeRowsOnEditTableCell();
   const composeRowsOnDeleteRow = useComposeRowsOnRemoveTableRow();
+  const composeRowsOnNewRow = useComposeRowsOnNewRow();
 
   // Handle the fetch item row details.
   const { setItemRow, cellsLoading, isItemFetching } = useFetchItemRow({
     landedCost,
-    itemType: null,
+    itemType,
     notifyNewRow: (newRow, rowIndex) => {
       // Update the rate, description and quantity data of the row.
       const newRows = composeRowsOnNewRow(rowIndex, newRow, localValue);
@@ -119,8 +131,11 @@ ItemsEntriesTable.defaultProps = {
     discount: '',
   },
   initialEntries: [],
+  taxRates: [],
+  items: [],
   linesNumber: 1,
   minLinesNumber: 1,
+  enableTaxRates: true,
 };
 
 export default ItemsEntriesTable;

packages/webapp/src/containers/Entries/components.tsx

@@ -92,7 +92,7 @@ const LandedCostHeaderCell = () => {
  */
 export function useEditableItemsEntriesColumns() {
   const { featureCan } = useFeatureCan();
-  const { landedCost } = useItemEntriesTableContext();
+  const { landedCost, enableTaxRates } = useItemEntriesTableContext();
 
   const isProjectsFeatureEnabled = featureCan(Features.Projects);
 
@@ -132,13 +132,17 @@ export function useEditableItemsEntriesColumns() {
         width: 70,
         align: Align.Right,
       },
-      {
+      ...(enableTaxRates
-        Header: 'Tax rate',
+        ? [
-        accessor: 'tax_rate_id',
+            {
-        Cell: TaxRatesSuggestInputCell,
+              Header: 'Tax rate',
-        disableSortBy: true,
+              accessor: 'tax_rate_id',
-        width: 110,
+              Cell: TaxRatesSuggestInputCell,
-      },
+              disableSortBy: true,
+              width: 110,
+            },
+          ]
+        : []),
       {
         Header: intl.get('discount'),
         accessor: 'discount',

packages/webapp/src/containers/Entries/utils.tsx

@@ -1,8 +1,7 @@
 // @ts-nocheck
-import React, { useCallback } from 'react';
+import React, { useCallback, useMemo } from 'react';
 import * as R from 'ramda';
-import { sumBy, isEmpty, last, keyBy } from 'lodash';
+import { sumBy, isEmpty, last, keyBy, groupBy } from 'lodash';
-
 import { useItem } from '@/hooks/query';
 import {
   toSafeNumber,
@@ -12,6 +11,7 @@ import {
   updateAutoAddNewLine,
   orderingLinesIndexes,
   updateTableRow,
+  formattedAmount,
 } from '@/utils';
 import { useItemEntriesTableContext } from './ItemEntriesTableProvider';
 
@@ -119,17 +119,24 @@ export function useFetchItemRow({ landedCost, itemType, notifyNewRow }) {
       // Detarmines whether the landed cost checkbox should be disabled.
       const landedCostDisabled = isLandedCostDisabled(item);
 
+      const taxRateId =
+        itemType === ITEM_TYPE.PURCHASABLE
+          ? item.purchase_tax_rate_id
+          : item.sell_tax_rate_id;
+
       // The new row.
       const newRow = {
         rate: price,
         description,
         quantity: 1,
+        tax_rate_id: taxRateId,
         ...(landedCost
           ? {
               landed_cost: false,
               landed_cost_disabled: landedCostDisabled,
             }
           : {}),
+        taxRateId,
       };
       setItemRow(null);
       saveInvoke(notifyNewRow, newRow, rowIndex);
@@ -158,13 +165,21 @@ export const composeRowsOnEditCell = R.curry(
 /**
  * Compose table rows when insert a new row to table rows.
  */
-export const composeRowsOnNewRow = R.curry((rowIndex, newRow, rows) => {
+export const useComposeRowsOnNewRow = () => {
-  return compose(
+  const { taxRates, isInclusiveTax } = useItemEntriesTableContext();
-    orderingLinesIndexes,
+
-    updateItemsEntriesTotal,
+  return React.useMemo(() => {
-    updateTableRow(rowIndex, newRow),
+    return R.curry((rowIndex, newRow, rows) => {
-  )(rows);
+      return compose(
-});
+        assignEntriesTaxAmount(isInclusiveTax),
+        assignEntriesTaxRate(taxRates),
+        orderingLinesIndexes,
+        updateItemsEntriesTotal,
+        updateTableRow(rowIndex, newRow),
+      )(rows);
+    });
+  }, [isInclusiveTax, taxRates]);
+};
 
 /**
  * Associate tax rate to entries.
@@ -266,3 +281,29 @@ export const useComposeRowsOnRemoveTableRow = () => {
     [minLinesNumber, defaultEntry, localValue],
   );
 };
+
+/**
+ * Retrieves the aggregate tax rates from the given item entries.
+ */
+export const aggregateItemEntriesTaxRates = R.curry((taxRates, entries) => {
+  const taxRatesById = keyBy(taxRates, 'id');
+
+  // Calculate the total tax amount of invoice entries.
+  const filteredEntries = entries.filter((e) => e.tax_rate_id);
+  const groupedTaxRates = groupBy(filteredEntries, 'tax_rate_id');
+
+  return Object.keys(groupedTaxRates).map((taxRateId) => {
+    const taxRate = taxRatesById[taxRateId];
+    const taxRates = groupedTaxRates[taxRateId];
+    const totalTaxAmount = sumBy(taxRates, 'tax_amount');
+    const taxAmountFormatted = formattedAmount(totalTaxAmount, 'USD');
+
+    return {
+      taxRateId,
+      taxRate: taxRate.rate,
+      label: `${taxRate.name} [${taxRate.rate}%]`,
+      taxAmount: totalTaxAmount,
+      taxAmountFormatted,
+    };
+  });
+});

packages/webapp/src/containers/FinancialStatements/BalanceSheet/BalanceSheetTable.tsx

@@ -62,6 +62,7 @@ const BalanceSheetDataTable = styled(ReportDataTable)`
         border-bottom: 0;
         padding-top: 0.32rem;
         padding-bottom: 0.32rem;
+        color: #252A31;
       }
       &.is-expanded {
         .td:not(.name) .cell-inner {
@@ -72,6 +73,7 @@ const BalanceSheetDataTable = styled(ReportDataTable)`
         .td {
           font-weight: 500;
           border-top: 1px solid #bbb;
+          color: #000;
         }
       }
 

packages/webapp/src/containers/FinancialStatements/CashFlowStatement/CashFlowStatementTable.tsx

@@ -60,9 +60,8 @@ const CashflowStatementDataTable = styled(DataTable)`
           border-bottom: 0;
           padding-top: 0.32rem;
           padding-bottom: 0.32rem;
+          color: #252a31;
         }
-
-        // &.row-type--AGGREGATE,
         &.row_type--ACCOUNTS {
           border-top: 1px solid #bbb;
         }
@@ -72,6 +71,9 @@ const CashflowStatementDataTable = styled(DataTable)`
         &.row_type--TOTAL {
           font-weight: 500;
 
+          .td {
+            color: #000;
+          }
           &:not(:first-child) .td {
             border-top: 1px solid #bbb;
           }

packages/webapp/src/containers/FinancialStatements/ProfitLossSheet/ProfitLossSheetTable.tsx

@@ -61,6 +61,7 @@ const ProfitLossDataTable = styled(ReportDataTable)`
         border-bottom: 0;
         padding-top: 0.32rem;
         padding-bottom: 0.32rem;
+        color: #252A31;
       }
       &.is-expanded {
         .td:not(.name) .cell-inner {
@@ -71,6 +72,7 @@ const ProfitLossDataTable = styled(ReportDataTable)`
         .td {
           font-weight: 500;
           border-top: 1px solid #bbb;
+          color: #000;
         }
       }
       &:last-of-type .td {

packages/webapp/src/containers/FinancialStatements/TrialBalanceSheet/TrialBalanceSheet.tsx

@@ -15,7 +15,6 @@ import {
 } from './components';
 
 import withTrialBalanceActions from './withTrialBalanceActions';
-
 import { compose } from '@/utils';
 
 /**

packages/webapp/src/containers/FinancialStatements/TrialBalanceSheet/TrialBalanceSheetTable.tsx

@@ -8,8 +8,7 @@ import { tableRowTypesToClassnames } from '@/utils';
 import { ReportDataTable, FinancialSheet } from '@/components';
 
 import { useTrialBalanceSheetContext } from './TrialBalanceProvider';
-import { useTrialBalanceTableColumns } from './components';
+import { useTrialBalanceSheetTableColumns } from './hooks';
-
 
 /**
  * Trial Balance sheet data table.
@@ -17,12 +16,12 @@ import { useTrialBalanceTableColumns } from './components';
 export default function TrialBalanceSheetTable({ companyName }) {
   // Trial balance sheet context.
   const {
-    trialBalanceSheet: { tableRows, query },
+    trialBalanceSheet: { table, query },
     isLoading,
   } = useTrialBalanceSheetContext();
 
   // Trial balance sheet table columns.
-  const columns = useTrialBalanceTableColumns();
+  const columns = useTrialBalanceSheetTableColumns();
 
   return (
     <FinancialSheet
@@ -36,7 +35,7 @@ export default function TrialBalanceSheetTable({ companyName }) {
     >
       <TrialBalanceDataTable
         columns={columns}
-        data={tableRows}
+        data={table.rows}
         expandable={true}
         expandToggleColumn={1}
         expandColumnSpace={1}
@@ -59,7 +58,7 @@ const TrialBalanceDataTable = styled(ReportDataTable)`
       .balance.td {
         border-top-color: #000;
       }
-      .tr.row_type--total .td {
+      .tr.row_type--TOTAL .td {
         border-top: 1px solid #bbb;
         font-weight: 500;
         border-bottom: 3px double #000;

packages/webapp/src/containers/FinancialStatements/TrialBalanceSheet/components.tsx

@@ -1,88 +1,10 @@
 // @ts-nocheck
-import React from 'react';
-import intl from 'react-intl-universal';
 import { Button } from '@blueprintjs/core';
-
-import { Align } from '@/constants';
-import { getColumnWidth } from '@/utils';
-import { CellTextSpan } from '@/components/Datatable/Cells';
 import { If, Icon, FormattedMessage as T } from '@/components';
 import { useTrialBalanceSheetContext } from './TrialBalanceProvider';
 import { FinancialComputeAlert } from '../FinancialReportPage';
 import FinancialLoadingBar from '../FinancialLoadingBar';
 
-/**
- * Retrieves the credit column.
- */
-const getCreditColumn = (data) => {
-  const width = getColumnWidth(data, `credit`, { minWidth: 140 });
-
-  return {
-    Header: intl.get('credit'),
-    Cell: CellTextSpan,
-    accessor: 'formatted_credit',
-    className: 'credit',
-    width,
-    textOverview: true,
-    align: Align.Right,
-  };
-};
-
-/**
- * Retrieves the debit column.
- */
-const getDebitColumn = (data) => {
-  return {
-    Header: intl.get('debit'),
-    Cell: CellTextSpan,
-    accessor: 'formatted_debit',
-    width: getColumnWidth(data, `debit`, { minWidth: 140 }),
-    textOverview: true,
-    align: Align.Right,
-  };
-};
-
-/**
- * Retrieves the balance column.
- */
-const getBalanceColumn = (data) => {
-  return {
-    Header: intl.get('balance'),
-    Cell: CellTextSpan,
-    accessor: 'formatted_balance',
-    className: 'balance',
-    width: getColumnWidth(data, `balance`, { minWidth: 140 }),
-    textOverview: true,
-    align: Align.Right,
-  };
-};
-
-/**
- * Retrieve trial balance sheet table columns.
- */
-export const useTrialBalanceTableColumns = () => {
-  // Trial balance sheet context.
-  const {
-    trialBalanceSheet: { tableRows },
-  } = useTrialBalanceSheetContext();
-
-  return React.useMemo(
-    () => [
-      {
-        Header: intl.get('account_name'),
-        accessor: (row) => (row.code ? `${row.name} - ${row.code}` : row.name),
-        className: 'name',
-        width: 350,
-        textOverview: true,
-      },
-      getCreditColumn(tableRows),
-      getDebitColumn(tableRows),
-      getBalanceColumn(tableRows),
-    ],
-    [tableRows],
-  );
-};
-
 /**
  * Trial balance sheet progress loading bar.
  */
@@ -101,7 +23,7 @@ export function TrialBalanceSheetLoadingBar() {
  */
 export function TrialBalanceSheetAlerts() {
   const {
-    trialBalanceSheet: { meta },
+    trialBalanceSheet,
     isLoading,
     refetchSheet,
   } = useTrialBalanceSheetContext();
@@ -115,7 +37,7 @@ export function TrialBalanceSheetAlerts() {
     return null;
   }
   // Can't continue if the cost compute job is not running.
-  if (!meta.is_cost_compute_running) {
+  if (!trialBalanceSheet?.meta.is_cost_compute_running) {
     return null;
   }
 

packages/webapp/src/containers/FinancialStatements/TrialBalanceSheet/dynamicColumns.ts

@@ -0,0 +1,56 @@
+// @ts-nocheck
+import * as R from 'ramda';
+import { Align } from '@/constants';
+import { getColumnWidth } from '@/utils';
+
+const ACCOUNT_NAME_COLUMN_WIDTH = 320;
+const AMOUNT_COLUMNS_MIN_WIDTH = 120;
+const AMOUNT_COLUMNS_MAGIC_SPACING = 10;
+
+const getTableCellValueAccessor = (index: number) => `cells[${index}].value`;
+
+const accountNameAccessor = R.curry((data, column) => {
+  const accessor = getTableCellValueAccessor(column.cell_index);
+
+  return {
+    Header: column.label,
+    id: column.key,
+    accessor,
+    className: column.key,
+    width: ACCOUNT_NAME_COLUMN_WIDTH,
+  };
+});
+
+const amountAccessor = R.curry((data, column) => {
+  const accessor = getTableCellValueAccessor(column.cell_index);
+
+  return {
+    Header: column.label,
+    id: column.key,
+    accessor,
+    className: column.key,
+    width: getColumnWidth(data, accessor, {
+      magicSpacing: AMOUNT_COLUMNS_MAGIC_SPACING,
+      minWidth: AMOUNT_COLUMNS_MIN_WIDTH,
+    }),
+    align: Align.Right,
+  };
+});
+
+const dynamicColumnMapper = R.curry((data, column) => {
+  const accountNameColumn = accountNameAccessor(data);
+  const creditColumn = amountAccessor(data);
+  const debitColumn = amountAccessor(data);
+  const totalColumn = amountAccessor(data);
+
+  return R.compose(
+    R.when(R.pathEq(['key'], 'account_name'), accountNameColumn),
+    R.when(R.pathEq(['key'], 'credit'), creditColumn),
+    R.when(R.pathEq(['key'], 'debit'), debitColumn),
+    R.when(R.pathEq(['key'], 'total'), totalColumn),
+  )(column);
+});
+
+export const trialBalancesheetDynamicColumns = (columns, data) => {
+  return R.map(dynamicColumnMapper(data), columns);
+};

packages/webapp/src/containers/FinancialStatements/TrialBalanceSheet/hooks.ts

@@ -0,0 +1,18 @@
+// @ts-nocheck
+import React from 'react';
+import { useTrialBalanceSheetContext } from './TrialBalanceProvider';
+import { trialBalancesheetDynamicColumns } from './dynamicColumns';
+
+/**
+ * Retrieves the trial balance sheet columns.
+ */
+export const useTrialBalanceSheetTableColumns = () => {
+  const {
+    trialBalanceSheet: { table },
+  } = useTrialBalanceSheetContext();
+
+  return React.useMemo(
+    () => trialBalancesheetDynamicColumns(table.columns, table.rows),
+    [table],
+  );
+};

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

@@ -29,14 +29,16 @@ import {
   costPriceFieldShouldUpdate,
   costAccountFieldShouldUpdate,
   purchaseDescFieldShouldUpdate,
+  taxRateFieldShouldUpdate,
 } from './utils';
 import { compose, inputIntent } from '@/utils';
+import { TaxRatesSelect } from '@/components/TaxRates/TaxRatesSelect';
 
 /**
  * Item form body.
  */
 function ItemFormBody({ organization: { base_currency } }) {
-  const { accounts } = useItemFormContext();
+  const { accounts, taxRates } = useItemFormContext();
   const { values } = useFormikContext();
 
   return (
@@ -111,7 +113,20 @@ function ItemFormBody({ organization: { base_currency } }) {
               filterByParentTypes={[ACCOUNT_PARENT_TYPE.INCOME]}
               fill={true}
               allowCreate={true}
-              fastField={true}  
+              fastField={true}
+            />
+          </FFormGroup>
+
+          {/*------------- Sell Tax Rate ------------- */}
+          <FFormGroup
+            name={'sell_tax_rate_id'}
+            label={'Tax Rate'}
+            inline={true}
+          >
+            <TaxRatesSelect
+              name={'sell_tax_rate_id'}
+              items={taxRates}
+              allowCreate
             />
           </FFormGroup>
 
@@ -213,6 +228,24 @@ function ItemFormBody({ organization: { base_currency } }) {
             />
           </FFormGroup>
 
+          {/*------------- Purchase Tax Rate ------------- */}
+          <FFormGroup
+            name={'purchase_tax_rate_id'}
+            label={'Tax Rate'}
+            inline={true}
+            fastField={true}
+            shouldUpdateDeps={{ taxRates }}
+            shouldUpdate={taxRateFieldShouldUpdate}
+          >
+            <TaxRatesSelect
+              name={'purchase_tax_rate_id'}
+              items={taxRates}
+              allowCreate={true}
+              fastField={true}
+              shouldUpdateDeps={{ taxRates }}
+            />
+          </FFormGroup>
+
           <FastField
             name={'purchase_description'}
             purchasable={values.purchasable}

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

@@ -10,6 +10,7 @@ import {
   useAccounts,
 } from '@/hooks/query';
 import { useWatchItemError } from './utils';
+import { useTaxRates } from '@/hooks/query/taxRates';
 
 const ItemFormContext = createContext();
 
@@ -30,6 +31,8 @@ function ItemFormProvider({ itemId, ...props }) {
     data: { itemsCategories },
   } = useItemsCategories();
 
+  const { data: taxRates, isLoading: isTaxRatesLoading } = useTaxRates();
+
   // Fetches the given item details.
   const itemQuery = useItem(itemId || duplicateId, {
     enabled: !!itemId || !!duplicateId,
@@ -69,6 +72,7 @@ function ItemFormProvider({ itemId, ...props }) {
     accounts,
     item,
     itemsCategories,
+    taxRates,
     submitPayload,
     isNewMode,
 
@@ -76,6 +80,7 @@ function ItemFormProvider({ itemId, ...props }) {
     isAccountsLoading,
     isItemsCategoriesLoading,
     isItemLoading,
+    isTaxRatesLoading,
 
     createItemMutate,
     editItemMutate,

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

@@ -23,12 +23,14 @@ const defaultInitialValues = {
   sell_price: '',
   cost_account_id: '',
   sell_account_id: '',
+  sell_tax_rate_id: '',
   inventory_account_id: '',
   category_id: '',
   sellable: 1,
   purchasable: true,
   sell_description: '',
   purchase_description: '',
+  purchase_tax_rate_id: '',
 };
 
 /**
@@ -187,6 +189,13 @@ export const purchaseDescFieldShouldUpdate = (newProps, oldProps) => {
   );
 };
 
+export const taxRateFieldShouldUpdate = (newProps, oldProps) => {
+  return (
+    newProps.shouldUpdateDeps.taxRates !== oldProps.shouldUpdateDeps.taxRates ||
+    defaultFastFieldShouldUpdate(newProps, oldProps)
+  );
+};
+
 export function transformItemsTableState(tableState) {
   return {
     ...transformTableStateToQuery(tableState),