- Introduced `discountAmountLocal` and `adjustmentLocal` properties across Bill, CreditNote, SaleInvoice, SaleReceipt, and VendorCredit models to calculate amounts in local currency.
- Updated transformers for CreditNote, PurchaseInvoice, and VendorCredit to include formatted representations of local discount and adjustment amounts.
- Enhanced GL entry services to handle discount and adjustment entries for SaleReceipt and CreditNote, ensuring accurate ledger entries.
- Improved overall consistency in handling financial calculations across various models and services.
- Implemented discount and adjustment fields in Bill, Credit Note, Estimate, Invoice, and Receipt forms.
- Created new components for displaying discount and adjustment totals, improving clarity in financial documents.
- Updated utility functions to format discount and adjustment amounts consistently across various forms.
- Enhanced user experience by integrating discount functionality into the form context, allowing for better data management and display.
This update improves the overall functionality and user experience related to discounts in financial transactions.
- Added discount amount and percentage display in Bill, Credit Note, Estimate, Invoice, Receipt, and Vendor Credit detail tables.
- Updated models to include discount-related attributes for better data handling.
- Enhanced user interface to show discount information when applicable, improving clarity in financial documents.
- Introduced discount_type and discount fields in Bills and SalesReceipts controllers.
- Updated database migrations to include discount and discount_type in estimates and credit notes tables.
- Enhanced SaleReceipt and SaleEstimate models to support discount attributes.
- Implemented formatting for discount amounts in transformers and PDF templates.
- Updated email templates to display discount information.
This commit enhances the handling of discounts across various transaction types, improving the overall functionality and user experience.
* feat: build for arm64 platform
* fix: typo and add buildx and qemu
* feat: update the docker login-action version
* feat: update the docker login-action version
* feat: add the digest
All notable changes to Bigcapital server-side will be in this file.
# [0.10.1] - 25-09-2023
# [0.22.0]
* feat: estimate, receipt, credit note mail preview by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/757
* feat: Add discount to transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/758
* fix: update financial forms to use new formatted amount utilities and… by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/760
* fix: total lines style by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/761
* fix: discount & adjustment sale transactions bugs by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/762
* fix: discount transactions GL entries by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/763
# [0.21.2]
* hotbug: upload attachments by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/755
# [0.21.1]
* fix: download invoice document on payment page by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/750
* fix: attach branding template attrs to payment page by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/751
* fix: make manual entries adjust decimal credit/debit amounts by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/754
* feat: allow quantity of entries accept decimal value by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/753
# [0.21.0]
* fix: Credit and debit totals not balancing when decimal values are used by @nklmantey in https://github.com/bigcapitalhq/bigcapital/pull/722
* docs: add nklmantey as a contributor for bug by @allcontributors in https://github.com/bigcapitalhq/bigcapital/pull/725
* feat: track more services events by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/721
* feat: Invoice mail receipt preview by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/723
* fix: change the send mail button on invoice drawer by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/730
* refactor: notification mail services by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/731
* fix: attach payment link in sending invoice mail receipt by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/732
* fix: send invoice drawer layout by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/733
* fix: hook up cc and bcc fields to mail sender by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/734
* fix: company logo does not show up in mail receipt preview by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/736
* fix: change default invoice mail message by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/737
* fix: typing invoice send mail fields by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/738
* fix: clean up ivnoice mail receipt preview component by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/739
* feat: add shared package to pdf templates to render in the server and… by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/735
* feat: getting invoice preview on send mail view by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/740
* fix: style SSR invoice paper template by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/741
* fix: send invoice receipt addresses by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/742
* fix: due invoice server invoice by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/744
* fix: `BIG-265` forgot password text by @ibutiti in https://github.com/bigcapitalhq/bigcapital/pull/745
* Crims on sv translation by @Crims-on in https://github.com/bigcapitalhq/bigcapital/pull/671
* feat: Added Spanish language to the App 🇪🇸 by @angelosorno in https://github.com/bigcapitalhq/bigcapital/pull/530
* fix: mail services by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/746
* fix: company logo of the template by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/747
* fix: monorepo dependencies scope by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/748
# [0.20.6]
* fix: Import category column of item resource by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/710
* fix: Parse the uppercase values in importing by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/711
* chore: Move i18nApply localization to the account transformer by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/713
* fix: Sync Plaid credit card account type by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/714
* fix: Sync account normal of cashflow GL entries by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/715
* feat: Add quantity column to pdf templates by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/716
* feat: Pre-line invoice statements by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/717
* feat: Invoice number in downloaded pdf document by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/718
* feat: Track events of pdf documents views by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/719
* fix: Customer note does not appear in pdf document by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/720
# [0.20.5]
* fix: Disable tabs of the pdf customization if the first field not filed up by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/701
* fix: Invoice form layout by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/705
* refactor: Invoice, estimate, receipt, credit note and payment received date input fields by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/707
* feat: Add customize templates button to edit forms by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/708
* feat: Track account, invoice and item viewed events by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/709
# [0.20.4]
* fix: Delete company logo from the PDF template by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/699
* fix: Set max width/height to company logo of pdf templates by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/700
# [0.20.3]
* feat: Assign default PDF template automatically by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/687
* fix: pdf template addresses controlling by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/688
* fix: Remove empty lines from address formats by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/690
* fix: Pdf templates layout by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/691
* feat: Download invoice pdf of the payment link by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/689
* fix: Display country name by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/693
* feat: Add shared packages to Docker container by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/694
# [0.20.2]
* feat: Assign default PDF template automatically by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/687
* fix: pdf template addresses controlling by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/688
* fix: Remove empty lines from address formats by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/690
* fix: Pdf templates layout by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/691
* feat: Download invoice pdf of the payment link by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/689
* fix: Display country name by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/693
* feat: Add shared packages to Docker container by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/694
# [0.20.1]
* fix: Getting uploaded object uri by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/684
# [0.20.0]
* feat: Customize pdf templates by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/667
* feat: Onboard accounts to Stripe Connect by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/668
* feat: Upload company logo to invoice templates by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/670
* fix: Invoice pdf customize by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/672
* fix: Invoice customize bugs by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/673
* feat: Clean up payment links endpoints by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/674
* feat: Hook up company logo to server-side pdf templates by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/675
* feat: Company branding preferences by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/677
* feat: Pdf templates customer/company addresses by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/678
* fix: Listen to Stripe session completed event by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/679
* feat: Track pdf templates Posthog events by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/680
* fix: Branding customize content by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/681
* feat: Listen to Stripe integration events by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/682
* feat: Hook up customer/company address to invoice preview of payment page by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/683
# [0.19.17]
* fix: Un-categorize bank transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/663
# [0.19.16]
* feat: Tracking more Posthog events by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/653
* fix: Expense cannot accept credit card as payment account by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/654
* fix: Suspense the lazy loaded components in banking pages by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/657
* feat: Add help dropdown menu by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/656
* feat: Bank pages layout breaking by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/658
* feat: Datatable UI improvements by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/655
* fix: Array cast of recognize function rule ids by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/660
* fix: Payment made filling the form full amount field by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/661
* feat: Tabular number of all money columns by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/659
* refactor: The expense G/L writer by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/662
## [0.19.15] -
* fix: Bank transactions infinity scrolling by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/648
* feat: Integrate multiple branches and warehouses to resource importing by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/645
* fix: Integrate multiple branches with expense resource by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/649
* feat: Cover more tracking events. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/650
* feat: Track banking service events by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/651
## [0.19.14]
* fix: Import bugs by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/643
* fix: Set default index to transaction entries by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/644
* feat(server): Events tracking using Posthog by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/646
## [0.19.13]
* fix: Subscription middleware by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/624
* fix: Getting the sheet columns in import sheet by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/641
## [0.19.12]
* fix: Typo one-click demo page by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/640
## [0.19.11]
* fix: Avoid running the cost job in import preview by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/635
* fix: Debounce scheduling calculating items cost by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/634
* fix: Expand the resources export page size limitation by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/636
* feat: Optimize loading perf. by splitting big chunks and lazy loading them by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/632
* fix: Use standard ISO 8601 format for exported data by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/638
* fix: Add customer type to customers resource by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/639
## [0.19.10]
* fix: Add subscription plans offer text by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/629
## [0.19.9]
* fix: Make webapp package env variables dynamic by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/628
## [v0.19.8]
* fix: Cannot import items income and cost accounts by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/617
* fix: Some bank account details hidden by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/618
* feat(ee): One-click demo account by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/616
* feat: change banking service language by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/619
* feat(banking): Filter uncategorized bank transactions by date by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/590
* Fix: Syntax error caused error by @wolone in https://github.com/bigcapitalhq/bigcapital/pull/622
* fix: Listen to payment webhooks by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/623
* fix: Add prefix J-00001 to manual journals increments by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/625
* fix: Disable sms service until Twilo integration by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/626
* fix: Style tweaks in onboarding page by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/627
## [0.19.5] - 18-08-2024
* fix: Allow multi-lines to statements transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/594
* feat: Add amount comparators to amount bank rule field by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/595
* fix: Transaction type and description do not show in general ledger. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/596
* fix: Refresh accounts and account transactions. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/597
* fix: Typo payments made by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/598
* fix: Typo categories list by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/600
* fix: Autofill the quick created customer/vendor by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/601
* fix: Remove views tabs from receipts list by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/602
* fix: Typo payment receive messages by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/599
* fix: Enhance Dropzone visual of accept and reject modes by @Champetaman in https://github.com/bigcapitalhq/bigcapital/pull/603
* fix: Matching bank transactions should create associate payment transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/606
* fix: Change Dropzone title and subtitle by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/607
* fix: Inconsistance page size of paginated data tables by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/604
* fix: Database connection lost error by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/611
* fix: Language typos by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/613
* Fix: Correctly display Date, Published At, and Created At in ExpenseDrawerHeader by @Champetaman in https://github.com/bigcapitalhq/bigcapital/pull/612
* fix: Delete bank account with uncategorized transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/614
* feat: activate/inactivate account from drawer details by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/615
## [v0.19.4]
* feat: Import and export tax rates by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/591
* feat: Un-categorize bank transactions in bulk by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/587
* feat: Pending bank transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/589
* fix: Update `dev` Script in `package.json` to Use `cross-env` by @Champetaman in https://github.com/bigcapitalhq/bigcapital/pull/588
* fix: Should not load branches on reconcile matching form if the branches not enabled by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/592
* fix: Rounding the total amount the pending and matched transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/593
## [v0.18.0] - 10-08-2024
* feat: Bank rules for automated categorization by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/511
* feat: Categorize & match bank transaction by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/511
* feat: Reconcile match transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/522
* fix: Issues in matching transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/523
* fix: Cashflow transactions types by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/524
## [v0.17.5] - 17-06-2024
* fix: Balance sheet and P/L nested accounts by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/501
* fix: add space between buttons on floating actions bar by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/508
* feat: Migrating to Envoy proxy instead of Nginx by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/509
* fix: Disable email confirmation does not work with invited users by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/497
* feat: Setting up the date format in the whole system dates by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/506
## [0.17.0] - 04-06-2024
### New
* feat: Upload and attach documents by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/461
* feat: Export resource tables to pdf by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/460
* feat: Build and deploy develop Docker container by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/476
* feat: Internal docker virtual network by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/478
### Fixes
* fix: Skip send confirmation email if disabled by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/459
* fix: Lemon Squeezy redirect to base url by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/479
* fix: Organize Plaid env variables for development and sandbox envs by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/480
* fix: Plaid syncs deposit imports as withdrawals by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/481
* fix: Validate the s3 configures exist by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/482
* fix: Run migrations only for initialized tenants by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/484
## [0.16.16] -
* feat: handle http exceptions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/456
* feat: add the missing Newrelic env vars to docker-compose.prod file by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/457
* fix: add the signup email confirmation env var by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/458
## [0.16.14] -
* fix: Typo in setup wizard by @ccantrell72 in https://github.com/bigcapitalhq/bigcapital/pull/440
* fix: Showing the real mail address on email confirmation view by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/445
* fix: Auto-increment setting parsing by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/453
## [0.16.12] -
* feat: Create a manifest list for `webapp` Docker image and push it to DockerHub. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/436
* feat: Combine arm64 and amd64 in one Github action runner by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/437
## [0.16.11] - 06-05-2024
### improvements
* feat: Export resource data to csv, xlsx by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/430
* feat: User email verification after signing-up. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/426
### Fixes
* feat(repo): upgrade to latest lerna v8 and pnpm v9 by @benpsnyder in https://github.com/bigcapitalhq/bigcapital/pull/414
* feat: Update Docker Build-Push Action and Add ARM64 Support by @cloudsbird in https://github.com/bigcapitalhq/bigcapital/pull/412
* feat: Pushing docker containers by version tag by @cloudsbird in https://github.com/bigcapitalhq/bigcapital/pull/421
## [0.16.10]
* fix: Running migration Docker container on Windows by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/432
## [0.16.9]
* feat: New Relic for tracking by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/429
## [0.16.8]
* feat: Ability to enable/disable the bank connect feature by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/423
## [0.16.6]
* hotfix: fix the subscription plan when subscribe on cloud by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/422
## [0.16.5]
IMPORTANT: If you upgraded to the v0.16 recently you should upgrade to v0.16.4 as soon as possible, because there're some breaking changes affected the sign-in and some users reported couldn't sign-in.
* feat: Seed free subscription to tenants that have no subscription. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/410
## [0.16.3]
* feat: Integrate Lemon Squeezy payment by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/402
* feat: optimize the onboarding subscription experience. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/404
* feat: subscription page content by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/405
* feat: auto subscribe to free plan once signup on community version. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/406
* chore: add default value to env variable by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/407
* fix: absolute storage imports path. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/408
## [0.16.0]
* feat: add convert to invoice button on estimate drawer toolbar by @ANasouf in https://github.com/bigcapitalhq/bigcapital/pull/361
* feat(webapp): add mark as delivered to action bar of invoice details … by @ANasouf in https://github.com/bigcapitalhq/bigcapital/pull/360
* feat(webapp): Dialog to choose the bank service provider by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/378
* feat: Categorize the bank synced transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/377
* feat: uncategorize the cashflow transaction by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/381
* Import resources from csv/xlsx by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/382
* feat(webapp): import resource UI by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/386
* fix: import resources improvements by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/388
* feat: add sample sheet to accounts and bank transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/389
* fix: show the unique row value in the import preview by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/392
* feat: advanced parser for numeric and boolean import values by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/394
* feat: validate the given imported sheet whether is empty by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/395
* feat: linking relation with id in importing by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/393
* feat: Aggregate rows import by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/396
* feat: clean up the imported temp files by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/400
* feat: add hints to import fields by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/401
## [0.15.0]
* feat: Printing financial reports by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/363
* feat: Convert invoice status after sending mail notification by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/332
* feat: Bigcapital <> Plaid Integration by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/346
* fix: Broken transactions by vendor report by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/369
* fix: Optimize the print style some financial reports by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/370
## [0.14.0] - 30-01-2024
* feat: purchases by items exporting by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/327
* fix: expense amounts should not be rounded by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/339
* feat: get latest exchange rate from third party services by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/340
* fix(webapp): inconsistency in currency of universal search items by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/335
* hotfix: editing sales and expense transactions don't reflect GL entries by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/342
## [0.13.3] - 22-01-2024
* hotfix(server): Unhandled thrown errors of services by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/329
## [0.13.2] - 21-01-2024
* feat: show customer / vendor balance. by @asenawritescode in https://github.com/bigcapitalhq/bigcapital/pull/311
* feat: inventory valuation csv and xlsx export by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/308
* feat: sales by items export csv & xlsx by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/310
* fix(server): the invoice and payment receipt printing by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/315
* fix: get cashflow transaction broken cause transaction type by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/318
* fix: `AccountActivateAlert` import by @xprnio in https://github.com/bigcapitalhq/bigcapital/pull/322
## [0.13.1] - 15-01-2024
* feat(webapp): add approve/reject to action bar of estimate details dr… by @ANasouf in https://github.com/bigcapitalhq/bigcapital/pull/304
* docs: add ANasouf as a contributor for code by @allcontributors in https://github.com/bigcapitalhq/bigcapital/pull/305
* feat: Export general ledger & Journal to CSV and XLSX by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/303
* feat: Auto re-calculate the items rate once changing the invoice exchange rate. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/270
## [0.13.0] - 31-12-2023
* feat: Send an invoice mail the customer email by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/292
* fix: Allow non-numeric postal codes by @cschuijt in https://github.com/bigcapitalhq/bigcapital/pull/294
* docs: add cschuijt as a contributor for bug by @allcontributors in https://github.com/bigcapitalhq/bigcapital/pull/295
## [0.12.1] - 17-11-2023
* feat: Add default customer message and terms conditions to the transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/291
* fix: The currency code of transaction tax rate entry by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/293
## [0.12.0] - 04-11-2023
* feat: Export reports via CSV and XLSX by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/286
* fix: Axios upgrade by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/288
* fix(server): Allow decimal amount in sale/purchase transactions. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/289
* feat: Optimize invoice documents printing by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/280
* chore(deps): bump axios from 0.20.0 to 1.6.0 in /packages/server by @dependabot in https://github.com/bigcapitalhq/bigcapital/pull/284
* chore(deps): bump axios from 0.20.0 to 1.6.0 by @dependabot in https://github.com/bigcapitalhq/bigcapital/pull/283
## [0.11.0] - 28-10-2023
* feat: Migrate to pnpm by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/253
* feat: Integrate tax rates to bills by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/260
* feat: Assign default sell/purchase tax rates to items by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/261
* chore(deps-dev): bump @babel/traverse from 7.23.0 to 7.23.2 in /packages/server by @dependabot in https://github.com/bigcapitalhq/bigcapital/pull/272
* feat: Improve financial statements rows color by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/276
* fix: Trial balance sheet adjusted balance by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/273
* feat: Adds tax numbers to organization and customers by @kochie in https://github.com/bigcapitalhq/bigcapital/pull/269
* docs: Add kochie as a contributor for code by @allcontributors in https://github.com/bigcapitalhq/bigcapital/pull/277
* feat: Computed Net Income under Equity in Balance Sheet report. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/271
* fix: Change Dockerfile files with new pnpm by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/278
## [0.10.2] - 02-10-2023
fix(webapp): Disable tax rates from item entries editor table services do not support tax rates (https://github.com/bigcapitalhq/bigcapital/commit/69afa07e3ba45495a4cab3490c15f2b0c40c4790) by @abouolia
fix(server): Add missing method in ItemEntry model (https://github.com/bigcapitalhq/bigcapital/commit/07628ddc37f46c98959ced0323f28752e0a98944) by @abouolia
## [0.10.1] - 25-09-2023
* Fix: Running tenants migration on Docker migration container by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/242
# [0.10.0] - 24-09-2023
## [0.10.0] - 24-09-2023
* Added: Tax rates service by @abouolia@elforjani13 in https://github.com/bigcapitalhq/bigcapital/pull/204
* Added: Sales Tax Liability Summary report by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/204
@@ -16,7 +417,7 @@ All notable changes to Bigcapital server-side will be in this file.
* chore(deps): bump word-wrap from 1.2.3 to 1.2.4 in /packages/webapp by @dependabot in https://github.com/bigcapitalhq/bigcapital/pull/199
* chore(deps): bump mongoose from 5.13.15 to 5.13.20 by @dependabot in https://github.com/bigcapitalhq/bigcapital/pull/197
# [0.9.12] - 29-08-2023
## [0.9.12] - 29-08-2023
* Refactor: split the services to multiple service classes. (by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/202)
* Fix: create quick customer/vendor by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/206
@@ -30,18 +431,18 @@ All notable changes to Bigcapital server-side will be in this file.
* Fix: filter by customers, vendors and items in reports do not work by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/224
@@ -33,7 +33,8 @@ Contributions via pull requests are much appreciated. Once the approach is agree
---
## Local Setup Prerequisites
- The application currently supports **Node.js v14.x**. Please ensure that you are using this version of Node.js when developing. (use [nvm](https://github.com/nvm-sh/nvm#installing-and-updating) to switch between node versions)
- The application currently supports **Node.js v18.x**.
-`pnpm` packages manager, (from pnpm [guide](https://pnpm.io/installation) pick any installation method).
## Contribute to Backend
@@ -44,11 +45,10 @@ Contributions via pull requests are much appreciated. Once the approach is agree
cp .env.example .env
```
- Install all npm dependencies of the monorepo, you don't have to change directory to the `backend` package. just hit these command on root directory and it will install dependencies of all packages.
- Install all npm dependencies of the monorepo, you don't have to change directory to the `backend` package. just hit the command on root directory and it will install dependencies of all packages.
```
npm install
npm run bootstrap
pnpm install
```
- Run all required docker containers in the development, we already configured all containers under `docker-compose.yml`.
@@ -69,7 +69,7 @@ cefa73fe2881 bigcapital-redis "docker-entrypoint.s…" 7 seconds ago Up
- There're some CLI commands we should run before running the server like databaase migration, so we need to build the `server` app first.
```
npm run build:server
pnpm run build:server
```
- Run the database migration for system database.
@@ -87,7 +87,7 @@ Batch 1 run: 6 migrations
- Next, start the webapp application.
```
npm run dev:server
pnpm run dev:server
```
**[`^top^`](#)**
@@ -105,14 +105,13 @@ git clone https://github.com/bigcapital/bigcapital.git && cd bigcaptial
- Install all npm dependencies of the monorepo, you don't have to change directory to the `frontend` package. just hit that command and will install all packages across all application.
// * This method does not recursively persist related entities, use createRecursively (to be implemented) for that.
// * Batch insert only works on PostgreSQL
// * @param {Object} entity - model instance or parameters for a new entity
// * @returns {Promise<Object>} - query builder. You can chain additional methods to it or call "await" or then() on it to execute
// */
// async create(entity, trx?) {
// const result = await super.create(entity, trx);
// // Flushes the repository cache after insert operation.
// this.flushCache();
// return result;
// }
// /**
// * Persists updated entity. If previously set fields are not present, performs an incremental update (does not remove fields unless explicitly set to null)
// *
// * @param {Object} entity - single entity instance
// * @param {Object} [trx] - knex transaction instance. If not specified, new implicit transaction will be used.
// * @returns {Promise<integer>} number of affected rows
// */
// async update(entity, whereAttributes?, trx?) {
// const result = await super.update(entity, whereAttributes, trx);
// // Flushes the repository cache after update operation.
// this.flushCache();
// return result;
// }
// /**
// * @param {Object} attributeValues - values to filter deleted entities by
// * @param {Object} [trx]
// * @returns {Promise<integer>} Query builder. After promise is resolved, returns count of deleted rows
// */
// async deleteBy(attributeValues, trx?) {
// const result = await super.deleteBy(attributeValues, trx);
// this.flushCache();
// return result;
// }
// /**
// * @param {string || number} id - value of id column of the entity
// * @returns {Promise<integer>} Query builder. After promise is resolved, returns count of deleted rows
// */
// deleteById(id: number | string, trx?) {
// const result = super.deleteById(id, trx);
// // Flushes the repository cache after insert operation.
* This method does not recursively persist related entities, use createRecursively (to be implemented) for that.
* Batch insert only works on PostgreSQL
*
* @param {Object} entity - model instance or parameters for a new entity
* @returns {Promise<Object>} - query builder. You can chain additional methods to it or call "await" or then() on it to execute
*/
create(entity,trx?){
// Keep the input parameter immutable
constinstanceDTO=cloneDeep(entity);
returnthis.model.query(trx).insert(instanceDTO);
}
/**
* Persists updated entity. If previously set fields are not present, performs an incremental update (does not remove fields unless explicitly set to null)
*
* @param {Object} entity - single entity instance
* @returns {Promise<integer>} number of affected rows
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