fix: remove the vite types from pdf-templates package

fix: monorepo dependencies scope

.all-contributorsrc

@@ -159,6 +159,15 @@
       "contributions": [
         "code"
       ]
+    },
+    {
+      "login": "nklmantey",
+      "name": "Mantey",
+      "avatar_url": "https://avatars.githubusercontent.com/u/90279429?v=4",
+      "profile": "https://nklmantey.com/",
+      "contributions": [
+        "bug"
+      ]
     }
   ],
   "contributorsPerLine": 7,

README.md

@@ -133,6 +133,7 @@ Thanks goes to these wonderful people ([emoji key](https://allcontributors.org/d
       <td align="center" valign="top" width="14.28%"><a href="https://github.com/oleynikd"><img src="https://avatars.githubusercontent.com/u/3976868?v=4?s=100" width="100px;" alt="Denis"/><br /><sub><b>Denis</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Aoleynikd" title="Bug reports">🐛</a></td>
       <td align="center" valign="top" width="14.28%"><a href="https://myself.vercel.app/"><img src="https://avatars.githubusercontent.com/u/42431274?v=4?s=100" width="100px;" alt="Sachin Mittal"/><br /><sub><b>Sachin Mittal</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Amittalsam98" title="Bug reports">🐛</a></td>
       <td align="center" valign="top" width="14.28%"><a href="https://www.camilooviedo.com/"><img src="https://avatars.githubusercontent.com/u/64604272?v=4?s=100" width="100px;" alt="Camilo Oviedo"/><br /><sub><b>Camilo Oviedo</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=Champetaman" title="Code">💻</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="https://nklmantey.com/"><img src="https://avatars.githubusercontent.com/u/90279429?v=4?s=100" width="100px;" alt="Mantey"/><br /><sub><b>Mantey</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Anklmantey" title="Bug reports">🐛</a></td>
     </tr>
   </tbody>
 </table>

package.json

@@ -4,10 +4,10 @@
   "scripts": {
     "dev": "lerna run dev",
     "build": "lerna run build",
-    "dev:webapp": "lerna run dev --scope \"@bigcapital/webapp\" --scope \"@bigcapital/utils\"",
-    "build:webapp": "lerna run build --scope \"@bigcapital/webapp\" --scope \"@bigcapital/utils\"",
-    "dev:server": "lerna run dev --scope \"@bigcapital/server\" --scope \"@bigcapital/utils\"",
-    "build:server": "lerna run build --scope \"@bigcapital/server\" --scope \"@bigcapital/utils\"",
+    "dev:webapp": "lerna run dev --scope \"@bigcapital/webapp\" --scope \"@bigcapital/utils\" --scope \"@bigcapital/pdf-templates\"",
+    "build:webapp": "lerna run build --scope \"@bigcapital/webapp\" --scope \"@bigcapital/utils\" --scope \"@bigcapital/pdf-templates\"",
+    "dev:server": "lerna run dev --scope \"@bigcapital/server\" --scope \"@bigcapital/utils\" --scope \"@bigcapital/pdf-templates\" --scope \"@bigcapital/email-components\"",
+    "build:server": "lerna run build --scope \"@bigcapital/server\" --scope \"@bigcapital/utils\" --scope \"@bigcapital/pdf-templates\" --scope \"@bigcapital/email-components\"",
     "serve:server": "lerna run serve --scope \"@bigcapital/server\" --scope \"@bigcapital/utils\"",
     "test:e2e": "playwright test",
     "prepare": "husky install"

packages/server/package.json

@@ -20,9 +20,11 @@
     "bigcapital": "./bin/bigcapital.js"
   },
   "dependencies": {
+    "@bigcapital/utils": "*",
+    "@bigcapital/email-components": "*",
+    "@bigcapital/pdf-templates": "*",
     "@aws-sdk/client-s3": "^3.576.0",
     "@aws-sdk/s3-request-presigner": "^3.583.0",
-    "@bigcapital/utils": "*",
     "@casl/ability": "^5.4.3",
     "@hapi/boom": "^7.4.3",
     "@lemonsqueezy/lemonsqueezy.js": "^2.2.0",

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

@@ -179,10 +179,21 @@ export default class SaleInvoicesController extends BaseController {
       '/:id/mail',
       [
         ...this.specificSaleInvoiceValidation,
-        body('subject').isString().optional(),
+
+        body('subject').isString().optional({ nullable: true }),
+        body('message').isString().optional({ nullable: true }),
+
         body('from').isString().optional(),
-        body('to').isString().optional(),
-        body('body').isString().optional(),
+
+        body('to').isArray().exists(),
+        body('to.*').isString().isEmail().optional(),
+
+        body('cc').isArray().optional({ nullable: true }),
+        body('cc.*').isString().isEmail().optional(),
+
+        body('bcc').isArray().optional({ nullable: true }),
+        body('bcc.*').isString().isEmail().optional(),
+
         body('attach_invoice').optional().isBoolean().toBoolean(),
       ],
       this.validationResult,
@@ -190,7 +201,7 @@ export default class SaleInvoicesController extends BaseController {
       this.handleServiceErrors
     );
     router.get(
-      '/:id/mail',
+      '/:id/mail/state',
       [...this.specificSaleInvoiceValidation],
       this.validationResult,
       asyncMiddleware(this.getSaleInvoiceMail.bind(this)),
@@ -438,9 +449,10 @@ export default class SaleInvoicesController extends BaseController {
     const acceptType = accept.types([
       ACCEPT_TYPE.APPLICATION_JSON,
       ACCEPT_TYPE.APPLICATION_PDF,
+      ACCEPT_TYPE.APPLICATION_TEXT_HTML,
     ]);
-    // Retrieves invoice in pdf format.
-    if (ACCEPT_TYPE.APPLICATION_PDF == acceptType) {
+    // Retrieves invoice in PDF format.
+    if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
       const [pdfContent, filename] =
         await this.saleInvoiceApplication.saleInvoicePdf(
           tenantId,
@@ -452,7 +464,13 @@ export default class SaleInvoicesController extends BaseController {
         'Content-Disposition': `attachment; filename="${filename}"`,
       });
       res.send(pdfContent);
-      // Retrieves invoice in json format.
+      // Retrieves invoice in html json format.
+    } else if (ACCEPT_TYPE.APPLICATION_TEXT_HTML === acceptType) {
+      const htmlContent = await this.saleInvoiceApplication.saleInvoiceHtml(
+        tenantId,
+        saleInvoiceId
+      );
+      return res.status(200).send({ htmlContent });
     } else {
       const saleInvoice = await this.saleInvoiceApplication.getSaleInvoice(
         tenantId,
@@ -778,7 +796,7 @@ export default class SaleInvoicesController extends BaseController {
   }
 
   /**
-   * Retrieves the default mail options of the given sale invoice.
+   * Retrieves the mail state of the given sale invoice.
    * @param {Request} req
    * @param {Response} res
    * @param {NextFunction} next
@@ -792,7 +810,7 @@ export default class SaleInvoicesController extends BaseController {
     const { id: invoiceId } = req.params;
 
     try {
-      const data = await this.saleInvoiceApplication.getSaleInvoiceMail(
+      const data = await this.saleInvoiceApplication.getSaleInvoiceMailState(
         tenantId,
         invoiceId
       );

packages/server/src/api/controllers/ShareLink/ShareLinkController.ts

@@ -30,7 +30,6 @@ export class ShareLinkController extends BaseController {
       this.validationResult,
       asyncMiddleware(this.generateShareLink.bind(this))
     );
-
     return router;
   }
 
@@ -53,7 +52,6 @@ export class ShareLinkController extends BaseController {
       const link = await this.generateShareLinkService.generatePaymentLink(
         tenantId,
         transactionId,
-        transactionType,
         publicity,
         expiryDate
       );

packages/server/src/constants/event-tracker.ts

@@ -4,20 +4,28 @@ export const SALE_INVOICE_DELETED = 'Sale invoice deleted';
 export const SALE_INVOICE_MAIL_DELIVERED = 'Sale invoice mail delivered';
 export const SALE_INVOICE_VIEWED = 'Sale invoice viewed';
 export const SALE_INVOICE_PDF_VIEWED = 'Sale invoice PDF viewed';
+export const SALE_INVOICE_MAIL_SENT = 'Sale invoice mail sent';
+export const SALE_INVOICE_MAIL_REMINDER_SENT =
+  'Sale invoice reminder mail sent';
 
 export const SALE_ESTIMATE_CREATED = 'Sale estimate created';
 export const SALE_ESTIMATE_EDITED = 'Sale estimate edited';
 export const SALE_ESTIMATE_DELETED = 'Sale estimate deleted';
 export const SALE_ESTIMATE_PDF_VIEWED = 'Sale estimate PDF viewed';
+export const SALE_ESTIMATE_VIEWED = 'Sale estimate viewed';
+export const SALE_ESTIMATE_MAIL_SENT = 'Sale estimate mail sent';
 
 export const PAYMENT_RECEIVED_CREATED = 'Payment received created';
 export const PAYMENT_RECEIVED_EDITED = 'payment received edited';
 export const PAYMENT_RECEIVED_DELETED = 'Payment received deleted';
 export const PAYMENT_RECEIVED_PDF_VIEWED = 'Payment received PDF viewed';
+export const PAYMENT_RECEIVED_MAIL_SENT = 'Payment received mail sent';
 
 export const SALE_RECEIPT_PDF_VIEWED = 'Sale credit PDF viewed';
+export const SALE_RECEIPT_MAIL_SENT = 'Sale credit mail sent';
 
 export const CREDIT_NOTE_PDF_VIEWED = 'Credit note PDF viewed';
+export const CREDIT_NOTE_MAIL_SENT = 'Credit note mail sent';
 
 export const BILL_CREATED = 'Bill created';
 export const BILL_EDITED = 'Bill edited';
@@ -47,6 +55,8 @@ export const AUTH_RESET_PASSWORD = 'Auth reset password';
 export const SUBSCRIPTION_CANCELLED = 'Subscription cancelled';
 export const SUBSCRIPTION_RESUMED = 'Subscription resumed';
 export const SUBSCRIPTION_PLAN_CHANGED = 'Subscription plan changed';
+export const SUBSCRIPTION_PAYMENT_SUCCEED = 'Subscription payment succeed';
+export const SUBSCRIPTION_PAYMENT_FAILED = 'Subscription payment failed';
 
 export const CUSTOMER_CREATED = 'Customer created';
 export const CUSTOMER_EDITED = 'Customer edited';
@@ -100,3 +110,21 @@ export const SALE_GROUP = 'Sale';
 export const PAYMENT_GROUP = 'Payment';
 export const BILL_GROUP = 'Bill';
 export const EXPENSE_GROUP = 'Expense';
+
+// # Reports
+export const BALANCE_SHEET_VIEWED = 'Balance sheet viewed';
+export const TRIAL_BALANCE_SHEET_VIEWED = 'Trial balance sheet viewed';
+export const PROFIT_LOSS_SHEET_VIEWED = 'Profit loss sheet viewed';
+export const CASHFLOW_STATEMENT_VIEWED = 'Cashflow statement viewed';
+export const GENERAL_LEDGER_VIEWED = 'General ledger viewed';
+export const JOURNAL_VIEWED = 'Journal viewed';
+export const RECEIVABLE_AGING_VIEWED = 'Receivable aging viewed';
+export const PAYABLE_AGING_VIEWED = 'Payable aging viewed';
+export const CUSTOMER_BALANCE_SUMMARY_VIEWED =
+  'Customer balance summary viewed';
+export const VENDOR_BALANCE_SUMMARY_VIEWED = 'Vendor balance summary viewed';
+export const INVENTORY_VALUATION_VIEWED = 'Inventory valuation viewed';
+export const CUSTOMER_TRANSACTIONS_VIEWED = 'Customer transactions viewed';
+export const VENDOR_TRANSACTIONS_VIEWED = 'Vendor transactions viewed';
+export const SALES_BY_ITEM_VIEWED = 'Sales by item viewed';
+export const PURCHASES_BY_ITEM_VIEWED = 'Purchases by item viewed';

packages/server/src/interfaces/Http.ts

@@ -4,4 +4,5 @@ export const ACCEPT_TYPE = {
   APPLICATION_JSON_TABLE: 'application/json+table',
   APPLICATION_XLSX: 'application/xlsx',
   APPLICATION_CSV: 'application/csv',
+  APPLICATION_TEXT_HTML: 'application/json+html',
 };

packages/server/src/interfaces/Mailable.ts

@@ -30,18 +30,15 @@ export interface AddressItem {
 }
 
 export interface CommonMailOptions {
-  toAddresses: AddressItem[];
-  fromAddresses: AddressItem[];
-  from: string;
-  to: string | string[];
+  from: Array<string>;
   subject: string;
-  body: string;
-  data?: Record<string, any>;
+  message: string;
+  to: Array<string>;
+  cc?: Array<string>;
+  bcc?: Array<string>;
+  formatArgs?: Record<string, any>;
+  toOptions: Array<AddressItem>;
+  fromOptions: Array<AddressItem>;
 }
 
-export interface CommonMailOptionsDTO {
-  to?: string | string[];
-  from?: string;
-  subject?: string;
-  body?: string;
-}
+export interface CommonMailOptionsDTO extends Partial<CommonMailOptions> {}

packages/server/src/interfaces/SaleInvoice.ts

@@ -234,7 +234,32 @@ export enum SaleInvoiceAction {
 }
 
 export interface SaleInvoiceMailOptions extends CommonMailOptions {
-  attachInvoice: boolean;
+  attachInvoice?: boolean;
+  formatArgs?: Record<string, any>;
+}
+
+export interface SaleInvoiceMailState extends SaleInvoiceMailOptions {
+  invoiceNo: string;
+
+  invoiceDate: string;
+  invoiceDateFormatted: string;
+
+  dueDate: string;
+  dueDateFormatted: string;
+
+  total: number;
+  totalFormatted: string;
+
+  subtotal: number;
+  subtotalFormatted: number;
+
+  companyName: string;
+  companyLogoUri: string;
+
+  customerName: string;
+
+  // # Invoice entries
+  entries?: Array<{ label: string; total: string; quantity: string | number }>;
 }
 
 export interface SendInvoiceMailDTO extends CommonMailOptionsDTO {
@@ -251,6 +276,7 @@ export interface ISaleInvoiceMailSend {
   tenantId: number;
   saleInvoiceId: number;
   messageOptions: SendInvoiceMailDTO;
+  formattedMessageOptions: SaleInvoiceMailOptions;
 }
 
 export interface ISaleInvoiceMailSent {
@@ -312,21 +338,22 @@ export interface InvoicePdfTemplateAttributes {
   subtotalLabel: string;
   discountLabel: string;
   paymentMadeLabel: string;
-  balanceDueLabel: string;
 
   showTotal: boolean;
   showSubtotal: boolean;
   showDiscount: boolean;
   showTaxes: boolean;
   showPaymentMade: boolean;
-  showDueAmount: boolean;
-  showBalanceDue: boolean;
 
   total: string;
   subtotal: string;
   discount: string;
   paymentMade: string;
-  balanceDue: string;
+
+  // Due Amount
+  dueAmount: string;
+  showDueAmount: boolean;
+  dueAmountLabel: string;
 
   termsConditionsLabel: string;
   showTermsConditions: boolean;

packages/server/src/lib/Mail/index.ts

@@ -9,6 +9,9 @@ export default class Mail {
   subject: string = '';
   content: string = '';
   to: string | string[];
+  cc: string | string[];
+  bcc: string | string[];
+  replyTo: string | string[];
   from: string = `${process.env.MAIL_FROM_NAME} ${process.env.MAIL_FROM_ADDRESS}`;
   data: { [key: string]: string | number };
   attachments: IMailAttachment[];
@@ -20,9 +23,12 @@ export default class Mail {
     return {
       to: this.to,
       from: this.from,
+      cc: this.cc,
+      bcc: this.bcc,
       subject: this.subject,
       html: this.html,
       attachments: this.attachments,
+      replyTo: this.replyTo,
     };
   }
 
@@ -60,6 +66,21 @@ export default class Mail {
     return this;
   }
 
+  setCC(cc: string | string[]) {
+    this.cc = cc;
+    return this;
+  }
+
+  setBCC(bcc: string | string[]) {
+    this.bcc = bcc;
+    return this;
+  }
+
+  setReplyTo(replyTo: string | string[]) {
+    this.replyTo = replyTo;
+    return this;
+  }
+
   /**
    * Sets from address to the mail.
    * @param {string} from
@@ -72,7 +93,7 @@ export default class Mail {
 
   /**
    * Set attachments to the mail.
-   * @param {IMailAttachment[]} attachments 
+   * @param {IMailAttachment[]} attachments
    * @returns {Mail}
    */
   setAttachments(attachments: IMailAttachment[]) {

packages/server/src/models/PdfTemplate.ts

@@ -1,6 +1,9 @@
+import { getUploadedObjectUri } from '@/services/Attachments/utils';
 import TenantModel from 'models/TenantModel';
 
 export class PdfTemplate extends TenantModel {
+  public readonly attributes: Record<string, any>;
+
   /**
    * Table name.
    */
@@ -47,7 +50,17 @@ export class PdfTemplate extends TenantModel {
    * Virtual attributes.
    */
   static get virtualAttributes() {
-    return [];
+    return ['companyLogoUri'];
+  }
+
+  /**
+   * Retrieves the company logo uri.
+   * @returns {string}
+   */
+  get companyLogoUri() {
+    return this.attributes?.companyLogoKey
+      ? getUploadedObjectUri(this.attributes.companyLogoKey)
+      : '';
   }
 
   /**

packages/server/src/services/Accounts/GetAccount.ts

@@ -1,5 +1,4 @@
 import { Service, Inject } from 'typedi';
-import I18nService from '@/services/I18n/I18nService';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { AccountTransformer } from './AccountTransform';
 import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
@@ -11,9 +10,6 @@ export class GetAccount {
   @Inject()
   private tenancy: HasTenancyService;
 
-  @Inject()
-  private i18nService: I18nService;
-
   @Inject()
   private transformer: TransformerInjectable;
 
@@ -44,10 +40,8 @@ export class GetAccount {
       new AccountTransformer(),
       { accountsGraph }
     );
-    const eventPayload = {
-      tenantId,
-      accountId,
-    };
+    const eventPayload = { tenantId, accountId };
+
     // Triggers `onAccountViewed` event.
     await this.eventPublisher.emitAsync(events.accounts.onViewed, eventPayload);
 

packages/server/src/services/Cashflow/NewCashflowTransactionService.ts

@@ -122,6 +122,7 @@ export default class NewCashflowTransactionService {
    * @param {number} tenantId -
    * @param {ICashflowOwnerContributionDTO} ownerContributionDTO
    * @param {number} userId - User id.
+   * @returns {Promise<ICashflowTransaction>}
    */
   public newCashflowTransaction = async (
     tenantId: number,

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

@@ -35,9 +35,12 @@ export class CreditNoteBrandingTemplate {
       ...defaultCreditNoteBrandingAttributes,
       ...commonOrgBrandingAttrs,
     };
-
+    const brandingTemplateAttrs = {
+      ...template.attributes,
+      companyLogoUri: template.companyLogoUri,
+    };
     const attributes = mergePdfTemplateWithDefaultAttributes(
-      template.attributes,
+      brandingTemplateAttrs,
       organizationBrandingAttrs
     );
     return {

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

@@ -1,7 +1,6 @@
-import Knex from 'knex';
-import { IRefundCreditNote } from '@/interfaces';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
+import { Knex } from 'knex';
 import { Inject, Service } from 'typedi';
+import HasTenancyService from '@/services/Tenancy/TenancyService';
 
 @Service()
 export default class RefundSyncCreditNoteBalance {

packages/server/src/services/EventsTracker/events/PaymentReceivedEventsTracker.ts

@@ -12,6 +12,7 @@ import {
   PAYMENT_RECEIVED_EDITED,
   PAYMENT_RECEIVED_DELETED,
   PAYMENT_RECEIVED_PDF_VIEWED,
+  PAYMENT_RECEIVED_MAIL_SENT,
 } from '@/constants/event-tracker';
 
 @Service()
@@ -39,6 +40,10 @@ export class PaymentReceivedEventsTracker extends EventSubscriber {
       events.paymentReceive.onPdfViewed,
       this.handleTrackPdfViewedPaymentReceivedEvent
     );
+    bus.subscribe(
+      events.paymentReceive.onMailSent,
+      this.handleTrackMailSentPaymentReceivedEvent
+    );
   }
 
   private handleTrackPaymentReceivedCreatedEvent = ({
@@ -80,4 +85,14 @@ export class PaymentReceivedEventsTracker extends EventSubscriber {
       properties: {},
     });
   };
+
+  private handleTrackMailSentPaymentReceivedEvent = ({
+    tenantId,
+  }: IPaymentReceivedDeletedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: PAYMENT_RECEIVED_MAIL_SENT,
+      properties: {},
+    });
+  };
 }

packages/server/src/services/EventsTracker/events/ReportsEventsTracker.ts

@@ -0,0 +1,240 @@
+import { Inject, Service } from 'typedi';
+import { EventSubscriber } from '@/lib/EventPublisher/EventPublisher';
+import { ReportsEvents } from '@/constants/event-tracker';
+import { PosthogService } from '../PostHog';
+import events from '@/subscribers/events';
+import {
+  BALANCE_SHEET_VIEWED,
+  TRIAL_BALANCE_SHEET_VIEWED,
+  PROFIT_LOSS_SHEET_VIEWED,
+  CASHFLOW_STATEMENT_VIEWED,
+  GENERAL_LEDGER_VIEWED,
+  JOURNAL_VIEWED,
+  RECEIVABLE_AGING_VIEWED,
+  PAYABLE_AGING_VIEWED,
+  CUSTOMER_BALANCE_SUMMARY_VIEWED,
+  VENDOR_BALANCE_SUMMARY_VIEWED,
+  INVENTORY_VALUATION_VIEWED,
+  CUSTOMER_TRANSACTIONS_VIEWED,
+  VENDOR_TRANSACTIONS_VIEWED,
+  SALES_BY_ITEM_VIEWED,
+  PURCHASES_BY_ITEM_VIEWED,
+} from '@/constants/event-tracker';
+
+@Service()
+export class ReportsEventsTracker extends EventSubscriber {
+  @Inject()
+  private posthog: PosthogService;
+
+  /**
+   * Constructor method.
+   */
+  public attach(bus) {
+    bus.subscribe(
+      events.reports.onBalanceSheetViewed,
+      this.handleTrackBalanceSheetViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onTrialBalanceSheetView,
+      this.handleTrackTrialBalanceSheetViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onProfitLossSheetViewed,
+      this.handleTrackProfitLossSheetViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onCashflowStatementViewed,
+      this.handleTrackCashflowStatementViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onGeneralLedgerViewed,
+      this.handleTrackGeneralLedgerViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onJournalViewed,
+      this.handleTrackJournalViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onReceivableAgingViewed,
+      this.handleTrackReceivableAgingViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onPayableAgingViewed,
+      this.handleTrackPayableAgingViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onCustomerBalanceSummaryViewed,
+      this.handleTrackCustomerBalanceSummaryViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onVendorBalanceSummaryViewed,
+      this.handleTrackVendorBalanceSummaryViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onInventoryValuationViewed,
+      this.handleTrackInventoryValuationViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onCustomerTransactionsViewed,
+      this.handleTrackCustomerTransactionsViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onVendorTransactionsViewed,
+      this.handleTrackVendorTransactionsViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onSalesByItemViewed,
+      this.handleTrackSalesByItemViewedEvent
+    );
+    bus.subscribe(
+      events.reports.onPurchasesByItemViewed,
+      this.handleTrackPurchasesByItemViewedEvent
+    );
+  }
+
+  private handleTrackBalanceSheetViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: BALANCE_SHEET_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackTrialBalanceSheetViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: TRIAL_BALANCE_SHEET_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackProfitLossSheetViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: PROFIT_LOSS_SHEET_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackCashflowStatementViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: CASHFLOW_STATEMENT_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackGeneralLedgerViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: GENERAL_LEDGER_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackJournalViewedEvent = ({ tenantId }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: JOURNAL_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackReceivableAgingViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: RECEIVABLE_AGING_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackPayableAgingViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: PAYABLE_AGING_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackCustomerBalanceSummaryViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: CUSTOMER_BALANCE_SUMMARY_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackVendorBalanceSummaryViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: VENDOR_BALANCE_SUMMARY_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackInventoryValuationViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: INVENTORY_VALUATION_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackCustomerTransactionsViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: CUSTOMER_TRANSACTIONS_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackVendorTransactionsViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: VENDOR_TRANSACTIONS_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackSalesByItemViewedEvent = ({ tenantId }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SALES_BY_ITEM_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackPurchasesByItemViewedEvent = ({
+    tenantId,
+  }: ReportsEvents) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: PURCHASES_BY_ITEM_VIEWED,
+      properties: {},
+    });
+  };
+}

packages/server/src/services/EventsTracker/events/SaleEstimateEventsTracker.ts

@@ -12,6 +12,8 @@ import {
   SALE_ESTIMATE_EDITED,
   SALE_ESTIMATE_DELETED,
   SALE_ESTIMATE_PDF_VIEWED,
+  SALE_ESTIMATE_VIEWED,
+  SALE_ESTIMATE_MAIL_SENT,
 } from '@/constants/event-tracker';
 
 @Service()
@@ -39,6 +41,14 @@ export class SaleEstimateEventsTracker extends EventSubscriber {
       events.saleEstimate.onPdfViewed,
       this.handleTrackPdfViewedEstimateEvent
     );
+    bus.subscribe(
+      events.saleEstimate.onViewed,
+      this.handleTrackViewedEstimateEvent
+    );
+    bus.subscribe(
+      events.saleEstimate.onMailSent,
+      this.handleTrackMailSentEstimateEvent
+    );
   }
 
   private handleTrackEstimateCreatedEvent = ({
@@ -80,4 +90,20 @@ export class SaleEstimateEventsTracker extends EventSubscriber {
       properties: {},
     });
   };
+
+  private handleTrackViewedEstimateEvent = ({ tenantId }) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SALE_ESTIMATE_VIEWED,
+      properties: {},
+    });
+  };
+
+  private handleTrackMailSentEstimateEvent = ({ tenantId }) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SALE_ESTIMATE_MAIL_SENT,
+      properties: {},
+    });
+  };
 }

packages/server/src/services/EventsTracker/events/SaleInvoicesEventsTracker.ts

@@ -10,6 +10,7 @@ import {
   SALE_INVOICE_CREATED,
   SALE_INVOICE_DELETED,
   SALE_INVOICE_EDITED,
+  SALE_INVOICE_MAIL_SENT,
   SALE_INVOICE_PDF_VIEWED,
   SALE_INVOICE_VIEWED,
 } from '@/constants/event-tracker';
@@ -43,6 +44,10 @@ export class SaleInvoiceEventsTracker extends EventSubscriber {
       events.saleInvoice.onPdfViewed,
       this.handleTrackPdfViewedInvoiceEvent
     );
+    bus.subscribe(
+      events.saleInvoice.onMailSent,
+      this.handleTrackMailSentInvoiceEvent
+    );
   }
 
   private handleTrackInvoiceCreatedEvent = ({
@@ -90,4 +95,12 @@ export class SaleInvoiceEventsTracker extends EventSubscriber {
       properties: {},
     });
   };
+
+  private handleTrackMailSentInvoiceEvent = ({ tenantId }) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SALE_INVOICE_MAIL_SENT,
+      properties: {},
+    });
+  };
 }

packages/server/src/services/EventsTracker/events/TransactionsLockingEventsTracker.ts

@@ -4,6 +4,8 @@ import { ITransactionsLockingPartialUnlocked } from '@/interfaces';
 import { PosthogService } from '../PostHog';
 import {
   SUBSCRIPTION_CANCELLED,
+  SUBSCRIPTION_PAYMENT_FAILED,
+  SUBSCRIPTION_PAYMENT_SUCCEED,
   SUBSCRIPTION_PLAN_CHANGED,
   SUBSCRIPTION_RESUMED,
 } from '@/constants/event-tracker';
@@ -27,6 +29,14 @@ export class TransactionsLockingEventsTracker extends EventSubscriber {
       events.subscription.onSubscriptionPlanChanged,
       this.handleSubscriptionPlanChangedEvent
     );
+    bus.subscribe(
+      events.subscription.onSubscriptionPaymentSucceed,
+      this.handleSubscriptionPaymentFailedEvent
+    );
+    bus.subscribe(
+      events.subscription.onSubscriptionPaymentFailed,
+      this.handleSubscriptionPaymentSucceed
+    );
   }
 
   private handleSubscriptionResumedEvent = ({ tenantId }) => {
@@ -52,4 +62,20 @@ export class TransactionsLockingEventsTracker extends EventSubscriber {
       properties: {},
     });
   };
+
+  private handleSubscriptionPaymentFailedEvent = ({ tenantId }) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SUBSCRIPTION_PAYMENT_FAILED,
+      properties: {},
+    });
+  };
+
+  private handleSubscriptionPaymentSucceed = ({ tenantId }) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SUBSCRIPTION_PAYMENT_SUCCEED,
+      properties: {},
+    });
+  };
 }

packages/server/src/services/EventsTracker/events/events.ts

@@ -16,6 +16,7 @@ import { PdfTemplateEventsTracker } from './PdfTemplateEventsTracker';
 import { PaymentMethodEventsTracker } from './PaymentMethodEventsTracker';
 import { PaymentLinkEventsTracker } from './PaymentLinkEventsTracker';
 import { StripeIntegrationEventsTracker } from './StripeIntegrationEventsTracker';
+import { ReportsEventsTracker } from './ReportsEventsTracker';
 
 export const EventsTrackerListeners = [
   SaleInvoiceEventsTracker,
@@ -36,4 +37,5 @@ export const EventsTrackerListeners = [
   PaymentMethodEventsTracker,
   PaymentLinkEventsTracker,
   StripeIntegrationEventsTracker,
+  ReportsEventsTracker,
 ];

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

@@ -6,6 +6,8 @@ import TenancyService from '@/services/Tenancy/TenancyService';
 import APAgingSummarySheet from './APAgingSummarySheet';
 import { Tenant } from '@/system/models';
 import { APAgingSummaryMeta } from './APAgingSummaryMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export class APAgingSummaryService {
@@ -15,6 +17,9 @@ export class APAgingSummaryService {
   @Inject()
   private APAgingSummaryMeta: APAgingSummaryMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Default report query.
    */
@@ -96,6 +101,12 @@ export class APAgingSummaryService {
     // Retrieve the aging summary report meta.
     const meta = await this.APAgingSummaryMeta.meta(tenantId, filter);
 
+    // Triggers `onPayableAgingViewed` event.
+    await this.eventPublisher.emitAsync(events.reports.onPayableAgingViewed, {
+      tenantId,
+      query,
+    });
+
     return {
       data,
       columns,

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

@@ -6,6 +6,8 @@ import TenancyService from '@/services/Tenancy/TenancyService';
 import ARAgingSummarySheet from './ARAgingSummarySheet';
 import { Tenant } from '@/system/models';
 import { ARAgingSummaryMeta } from './ARAgingSummaryMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export default class ARAgingSummaryService {
@@ -15,6 +17,9 @@ export default class ARAgingSummaryService {
   @Inject()
   private ARAgingSummaryMeta: ARAgingSummaryMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Default report query.
    */
@@ -91,6 +96,15 @@ export default class ARAgingSummaryService {
     // Retrieve the aging summary report meta.
     const meta = await this.ARAgingSummaryMeta.meta(tenantId, filter);
 
+    // Triggers `onReceivableAgingViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.reports.onReceivableAgingViewed,
+      {
+        tenantId,
+        query,
+      }
+    );
+
     return {
       data,
       columns,

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

@@ -10,6 +10,8 @@ import BalanceSheetStatement from './BalanceSheet';
 import { Tenant } from '@/system/models';
 import BalanceSheetRepository from './BalanceSheetRepository';
 import { BalanceSheetMetaInjectable } from './BalanceSheetMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export default class BalanceSheetStatementService
@@ -21,6 +23,9 @@ export default class BalanceSheetStatementService
   @Inject()
   private balanceSheetMeta: BalanceSheetMetaInjectable;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Defaults balance sheet filter query.
    * @return {IBalanceSheetQuery}
@@ -98,6 +103,10 @@ export default class BalanceSheetStatementService
     // Balance sheet meta.
     const meta = await this.balanceSheetMeta.meta(tenantId, filter);
 
+    // Triggers `onBalanceSheetViewed` event.
+    await this.eventPublisher.emitAsync(events.reports.onBalanceSheetViewed, {
+      query,
+    });
     return {
       query: filter,
       data,

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

@@ -13,6 +13,8 @@ import Ledger from '@/services/Accounting/Ledger';
 import CustomerBalanceSummaryRepository from './CustomerBalanceSummaryRepository';
 import { Tenant } from '@/system/models';
 import { CustomerBalanceSummaryMeta } from './CustomerBalanceSummaryMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export class CustomerBalanceSummaryService
@@ -24,6 +26,9 @@ export class CustomerBalanceSummaryService
   @Inject()
   private customerBalanceSummaryMeta: CustomerBalanceSummaryMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Defaults balance sheet filter query.
    * @return {ICustomerBalanceSummaryQuery}
@@ -104,6 +109,15 @@ export class CustomerBalanceSummaryService
     // Retrieve the customer balance summary meta.
     const meta = await this.customerBalanceSummaryMeta.meta(tenantId, filter);
 
+    // Triggers `onCustomerBalanceSummaryViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.reports.onCustomerBalanceSummaryViewed,
+      {
+        tenant,
+        query,
+      }
+    );
+
     return {
       data: report.reportData(),
       query: filter,

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

@@ -5,6 +5,8 @@ import TenancyService from '@/services/Tenancy/TenancyService';
 import GeneralLedgerSheet from '@/services/FinancialStatements/GeneralLedger/GeneralLedger';
 import { GeneralLedgerMeta } from './GeneralLedgerMeta';
 import { GeneralLedgerRepository } from './GeneralLedgerRepository';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export class GeneralLedgerService {
@@ -14,6 +16,9 @@ export class GeneralLedgerService {
   @Inject()
   private generalLedgerMeta: GeneralLedgerMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Defaults general ledger report filter query.
    * @return {IBalanceSheetQuery}
@@ -72,6 +77,11 @@ export class GeneralLedgerService {
     // Retrieve general ledger report metadata.
     const meta = await this.generalLedgerMeta.meta(tenantId, filter);
 
+    // Triggers `onGeneralLedgerViewed` event.
+    await this.eventPublisher.emitAsync(events.reports.onGeneralLedgerViewed, {
+      tenantId,
+    });
+
     return {
       data: reportData,
       query: filter,

packages/server/src/services/FinancialStatements/InventoryValuationSheet/InventoryValuationSheetService.ts

@@ -11,6 +11,8 @@ import { InventoryValuationSheet } from './InventoryValuationSheet';
 import InventoryService from '@/services/Inventory/Inventory';
 import { Tenant } from '@/system/models';
 import { InventoryValuationMetaInjectable } from './InventoryValuationSheetMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export class InventoryValuationSheetService {
@@ -26,6 +28,9 @@ export class InventoryValuationSheetService {
   @Inject()
   private inventoryValuationMeta: InventoryValuationMetaInjectable;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Defaults balance sheet filter query.
    * @return {IBalanceSheetQuery}
@@ -116,6 +121,15 @@ export class InventoryValuationSheetService {
     // Retrieves the inventorty valuation meta.
     const meta = await this.inventoryValuationMeta.meta(tenantId, filter);
 
+    // Triggers `onInventoryValuationViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.reports.onInventoryValuationViewed,
+      {
+        tenantId,
+        query,
+      }
+    );
+
     return {
       data: inventoryValuationData,
       query: filter,

packages/server/src/services/FinancialStatements/JournalSheet/JournalSheetService.ts

@@ -7,6 +7,8 @@ import Journal from '@/services/Accounting/JournalPoster';
 import { Tenant } from '@/system/models';
 import { transformToMap } from 'utils';
 import { JournalSheetMeta } from './JournalSheetMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export class JournalSheetService {
@@ -16,6 +18,9 @@ export class JournalSheetService {
   @Inject()
   private journalSheetMeta: JournalSheetMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Default journal sheet filter queyr.
    */
@@ -101,6 +106,12 @@ export class JournalSheetService {
     // Retrieve the journal sheet meta.
     const meta = await this.journalSheetMeta.meta(tenantId, filter);
 
+    // Triggers `onJournalViewed` event.
+    await this.eventPublisher.emitAsync(events.reports.onJournalViewed, {
+      tenantId,
+      query,
+    });
+
     return {
       data: journalSheetData,
       query: filter,

packages/server/src/services/FinancialStatements/ProfitLossSheet/ProfitLossSheetService.ts

@@ -10,6 +10,8 @@ import { Tenant } from '@/system/models';
 import { mergeQueryWithDefaults } from './utils';
 import { ProfitLossSheetRepository } from './ProfitLossSheetRepository';
 import { ProfitLossSheetMeta } from './ProfitLossSheetMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 // Profit/Loss sheet service.
 @Service()
@@ -20,6 +22,9 @@ export default class ProfitLossSheetService {
   @Inject()
   private profitLossSheetMeta: ProfitLossSheetMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Retrieve profit/loss sheet statement.
    * @param {number} tenantId
@@ -62,6 +67,15 @@ export default class ProfitLossSheetService {
     // Retrieve the profit/loss sheet meta.
     const meta = await this.profitLossSheetMeta.meta(tenantId, filter);
 
+    // Triggers `onProfitLossSheetViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.reports.onProfitLossSheetViewed,
+      {
+        tenantId,
+        query,
+      }
+    );
+
     return {
       query: filter,
       data,

packages/server/src/services/FinancialStatements/PurchasesByItems/PurchasesByItemsService.ts

@@ -8,6 +8,8 @@ import {
   IPurchasesByItemsSheet,
 } from '@/interfaces/PurchasesByItemsSheet';
 import { PurchasesByItemsMeta } from './PurchasesByItemsMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export class PurchasesByItemsService {
@@ -17,6 +19,9 @@ export class PurchasesByItemsService {
   @Inject()
   private purchasesByItemsMeta: PurchasesByItemsMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Defaults purchases by items filter query.
    * @return {IPurchasesByItemsReportQuery}
@@ -92,6 +97,15 @@ export class PurchasesByItemsService {
     // Retrieve the purchases by items meta.
     const meta = await this.purchasesByItemsMeta.meta(tenantId, query);
 
+    // Triggers `onPurchasesByItemViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.reports.onPurchasesByItemViewed,
+      {
+        tenantId,
+        query,
+      }
+    );
+
     return {
       data: purchasesByItemsData,
       query: filter,

packages/server/src/services/FinancialStatements/SalesByItems/SalesByItemsService.ts

@@ -5,6 +5,8 @@ import TenancyService from '@/services/Tenancy/TenancyService';
 import SalesByItems from './SalesByItems';
 import { Tenant } from '@/system/models';
 import { SalesByItemsMeta } from './SalesByItemsMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export class SalesByItemsReportService {
@@ -14,6 +16,9 @@ export class SalesByItemsReportService {
   @Inject()
   private salesByItemsMeta: SalesByItemsMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Defaults balance sheet filter query.
    * @return {IBalanceSheetQuery}
@@ -89,6 +94,12 @@ export class SalesByItemsReportService {
     // Retrieve the sales by items meta.
     const meta = await this.salesByItemsMeta.meta(tenantId, query);
 
+    // Triggers `onSalesByItemViewed` event.
+    await this.eventPublisher.emitAsync(events.reports.onSalesByItemViewed, {
+      tenantId,
+      query,
+    });
+
     return {
       data: salesByItemsData,
       query: filter,

packages/server/src/services/FinancialStatements/TransactionsByCustomer/TransactionsByCustomersService.ts

@@ -13,6 +13,8 @@ import Ledger from '@/services/Accounting/Ledger';
 import TransactionsByCustomersRepository from './TransactionsByCustomersRepository';
 import { Tenant } from '@/system/models';
 import { TransactionsByCustomersMeta } from './TransactionsByCustomersMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 export class TransactionsByCustomersSheet
   implements ITransactionsByCustomersService
@@ -26,6 +28,9 @@ export class TransactionsByCustomersSheet
   @Inject()
   private transactionsByCustomersMeta: TransactionsByCustomersMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Defaults balance sheet filter query.
    * @return {ICustomerBalanceSummaryQuery}
@@ -166,6 +171,15 @@ export class TransactionsByCustomersSheet
 
     const meta = await this.transactionsByCustomersMeta.meta(tenantId, filter);
 
+    // Triggers `onCustomerTransactionsViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.reports.onCustomerTransactionsViewed,
+      {
+        tenantId,
+        query,
+      }
+    );
+
     return {
       data: reportInstance.reportData(),
       query: filter,

packages/server/src/services/FinancialStatements/TransactionsByVendor/TransactionsByVendorInjectable.ts

@@ -13,6 +13,8 @@ import Ledger from '@/services/Accounting/Ledger';
 import TransactionsByVendorRepository from './TransactionsByVendorRepository';
 import { Tenant } from '@/system/models';
 import { TransactionsByVendorMeta } from './TransactionsByVendorMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 export class TransactionsByVendorsInjectable
   implements ITransactionsByVendorsService
@@ -26,6 +28,9 @@ export class TransactionsByVendorsInjectable
   @Inject()
   private transactionsByVendorMeta: TransactionsByVendorMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Defaults balance sheet filter query.
    * @return {IVendorBalanceSummaryQuery}
@@ -171,6 +176,15 @@ export class TransactionsByVendorsInjectable
     );
     const meta = await this.transactionsByVendorMeta.meta(tenantId, filter);
 
+    // Triggers `onVendorTransactionsViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.reports.onVendorTransactionsViewed,
+      {
+        tenantId,
+        query,
+      }
+    );
+
     return {
       data: reportInstance.reportData(),
       query: filter,

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

@@ -7,6 +7,8 @@ import FinancialSheet from '../FinancialSheet';
 import { Tenant } from '@/system/models';
 import { TrialBalanceSheetRepository } from './TrialBalanceSheetRepository';
 import { TrialBalanceSheetMeta } from './TrialBalanceSheetMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export default class TrialBalanceSheetService extends FinancialSheet {
@@ -16,6 +18,9 @@ export default class TrialBalanceSheetService extends FinancialSheet {
   @Inject()
   private trialBalanceSheetMetaService: TrialBalanceSheetMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Defaults trial balance sheet filter query.
    * @return {IBalanceSheetQuery}
@@ -81,6 +86,15 @@ export default class TrialBalanceSheetService extends FinancialSheet {
     // Trial balance sheet meta.
     const meta = await this.trialBalanceSheetMetaService.meta(tenantId, filter);
 
+    // Triggers `onTrialBalanceSheetViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.reports.onTrialBalanceSheetView,
+      {
+        tenantId,
+        query,
+      }
+    );
+
     return {
       data: trialBalanceSheetData,
       query: filter,

packages/server/src/services/FinancialStatements/VendorBalanceSummary/VendorBalanceSummaryService.ts

@@ -15,6 +15,8 @@ import { Tenant } from '@/system/models';
 import { JournalSheetMeta } from '../JournalSheet/JournalSheetMeta';
 
 import { VendorBalanceSummaryMeta } from './VendorBalanceSummaryMeta';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 export class VendorBalanceSummaryService
   implements IVendorBalanceSummaryService
@@ -28,6 +30,9 @@ export class VendorBalanceSummaryService
   @Inject()
   private vendorBalanceSummaryMeta: VendorBalanceSummaryMeta;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Defaults balance sheet filter query.
    * @return {IVendorBalanceSummaryQuery}
@@ -49,7 +54,7 @@ export class VendorBalanceSummaryService
   }
 
   /**
-   * 
+   *
    * Retrieve the vendors ledger entrjes.
    * @param {number} tenantId -
    * @param {Date|string} date -
@@ -107,10 +112,19 @@ export class VendorBalanceSummaryService
     // Retrieve the vendor balance summary meta.
     const meta = await this.vendorBalanceSummaryMeta.meta(tenantId, filter);
 
+    // Triggers `onVendorBalanceSummaryViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.reports.onVendorBalanceSummaryViewed,
+      {
+        tenantId,
+        query,
+      }
+    );
+
     return {
       data: reportInstance.reportData(),
       query: filter,
-      meta
+      meta,
     };
   }
 }

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

@@ -39,8 +39,8 @@ export class ItemsApplication {
 
   /**
    * Creates a new item (service/product).
-   * @param   {number} tenantId
-   * @param   {IItemCreateDTO} itemDTO
+   * @param {number} tenantId
+   * @param {IItemCreateDTO} itemDTO
    * @returns {Promise<IItem>}
    */
   public async createItem(
@@ -52,8 +52,8 @@ export class ItemsApplication {
 
   /**
    * Retrieves the given item.
-   * @param   {number} tenantId
-   * @param   {number} itemId
+   * @param {number} tenantId
+   * @param {number} itemId
    * @returns {Promise<IItem>}
    */
   public getItem(tenantId: number, itemId: number): Promise<IItem> {
@@ -62,9 +62,9 @@ export class ItemsApplication {
 
   /**
    * Edits the given item (service/product).
-   * @param   {number} tenantId
-   * @param   {number} itemId
-   * @param   {IItemEditDTO} itemDTO
+   * @param {number} tenantId
+   * @param {number} itemId
+   * @param {IItemEditDTO} itemDTO
    * @returns {Promise<IItem>}
    */
   public editItem(tenantId: number, itemId: number, itemDTO: IItemEditDTO) {
@@ -73,8 +73,8 @@ export class ItemsApplication {
 
   /**
    * Deletes the given item (service/product).
-   * @param   {number} tenantId
-   * @param   {number} itemId
+   * @param {number} tenantId
+   * @param {number} itemId
    * @returns {Promise<void>}
    */
   public deleteItem(tenantId: number, itemId: number) {

packages/server/src/services/MailNotification/ContactMailNotification.ts

@@ -4,6 +4,7 @@ import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { MailTenancy } from '@/services/MailTenancy/MailTenancy';
 import { formatSmsMessage } from '@/utils';
 import { Tenant } from '@/system/models';
+import { castArray } from 'lodash';
 
 @Service()
 export class ContactMailNotification {
@@ -14,76 +15,56 @@ export class ContactMailNotification {
   private tenancy: HasTenancyService;
 
   /**
-   * Parses the default message options.
-   * @param {number} tenantId -
-   * @param {number} invoiceId -
-   * @param {string} subject -
-   * @param {string} body -
-   * @returns {Promise<SaleInvoiceMailOptions>}
+   * Gets the default mail address of the given contact.
+   * @param {number} tenantId - Tenant id.
+   * @param {number} invoiceId - Contact id.
+   * @returns {Promise<Pick<CommonMailOptions, 'to' | 'from'>>}
    */
   public async getDefaultMailOptions(
     tenantId: number,
-    contactId: number,
-    subject: string = '',
-    body: string = ''
-  ): Promise<CommonMailOptions> {
+    customerId: number
+  ): Promise<
+    Pick<CommonMailOptions, 'to' | 'from' | 'toOptions' | 'fromOptions'>
+  > {
     const { Customer } = this.tenancy.models(tenantId);
-    const contact = await Customer.query()
-      .findById(contactId)
+    const customer = await Customer.query()
+      .findById(customerId)
       .throwIfNotFound();
 
-    const toAddresses = contact.contactAddresses;
-    const fromAddresses = await this.mailTenancy.senders(tenantId);
+    const toOptions = customer.contactAddresses;
+    const fromOptions = await this.mailTenancy.senders(tenantId);
 
-    const toAddress = toAddresses.find((a) => a.primary);
-    const fromAddress = fromAddresses.find((a) => a.primary);
+    const toAddress = toOptions.find((a) => a.primary);
+    const fromAddress = fromOptions.find((a) => a.primary);
 
-    const to = toAddress?.mail || '';
-    const from = fromAddress?.mail || '';
+    const to = toAddress?.mail ? castArray(toAddress?.mail) : [];
+    const from = fromAddress?.mail ? castArray(fromAddress?.mail) : [];
 
-    return {
-      subject,
-      body,
-      to,
-      from,
-      fromAddresses,
-      toAddresses,
-    };
+    return { to, from, toOptions, fromOptions };
   }
 
   /**
    * Retrieves the mail options of the given contact.
    * @param {number} tenantId - Tenant id.
-   * @param {number} invoiceId - Invoice id.
-   * @param {string} defaultSubject - Default subject text.
-   * @param {string} defaultBody - Default body text.
    * @returns {Promise<CommonMailOptions>}
    */
-  public async getMailOptions(
+  public async formatMailOptions(
     tenantId: number,
-    contactId: number,
-    defaultSubject?: string,
-    defaultBody?: string,
-    formatterData?: Record<string, any>
+    mailOptions: CommonMailOptions,
+    formatterArgs?: Record<string, any>
   ): Promise<CommonMailOptions> {
-    const mailOpts = await this.getDefaultMailOptions(
-      tenantId,
-      contactId,
-      defaultSubject,
-      defaultBody
-    );
     const commonFormatArgs = await this.getCommonFormatArgs(tenantId);
     const formatArgs = {
       ...commonFormatArgs,
-      ...formatterData,
+      ...formatterArgs,
     };
-    const subject = formatSmsMessage(mailOpts.subject, formatArgs);
-    const body = formatSmsMessage(mailOpts.body, formatArgs);
+    const subjectFormatted = formatSmsMessage(mailOptions?.subject, formatArgs);
+    const messageFormatted = formatSmsMessage(mailOptions?.message, formatArgs);
 
     return {
-      ...mailOpts,
-      subject,
-      body,
+      ...mailOptions,
+      subject: subjectFormatted,
+      message: messageFormatted,
     };
   }
 
@@ -100,7 +81,7 @@ export class ContactMailNotification {
       .withGraphFetched('metadata');
 
     return {
-      CompanyName: organization.metadata.name,
+      ['Company Name']: organization.metadata.name,
     };
   }
 }

packages/server/src/services/MailNotification/utils.ts

@@ -1,33 +1,56 @@
-import { isEmpty } from 'lodash';
+import { castArray, isEmpty } from 'lodash';
 import { ServiceError } from '@/exceptions';
-import { CommonMailOptions, CommonMailOptionsDTO } from '@/interfaces';
+import { CommonMailOptions } from '@/interfaces';
 import { ERRORS } from './constants';
 
 /**
  * Merges the mail options with incoming options.
  * @param {Partial<SaleInvoiceMailOptions>} mailOptions
  * @param {Partial<SendInvoiceMailDTO>} overridedOptions
- * @throws {ServiceError}
  */
-export function parseAndValidateMailOptions(
-  mailOptions: Partial<CommonMailOptions>,
-  overridedOptions: Partial<CommonMailOptionsDTO>
-) {
+export function parseMailOptions(
+  mailOptions: CommonMailOptions,
+  overridedOptions: Partial<CommonMailOptions>
+): CommonMailOptions {
   const mergedMessageOptions = {
     ...mailOptions,
     ...overridedOptions,
   };
-  if (isEmpty(mergedMessageOptions.from)) {
+  const parsedMessageOptions = {
+    ...mergedMessageOptions,
+    from: mergedMessageOptions?.from
+      ? castArray(mergedMessageOptions?.from)
+      : [],
+    to: mergedMessageOptions?.to ? castArray(mergedMessageOptions?.to) : [],
+    cc: mergedMessageOptions?.cc ? castArray(mergedMessageOptions?.cc) : [],
+    bcc: mergedMessageOptions?.bcc ? castArray(mergedMessageOptions?.bcc) : [],
+  };
+  return parsedMessageOptions;
+}
+
+export function validateRequiredMailOptions(
+  mailOptions: Partial<CommonMailOptions>
+) {
+  if (isEmpty(mailOptions.from)) {
     throw new ServiceError(ERRORS.MAIL_FROM_NOT_FOUND);
   }
-  if (isEmpty(mergedMessageOptions.to)) {
+  if (isEmpty(mailOptions.to)) {
     throw new ServiceError(ERRORS.MAIL_TO_NOT_FOUND);
   }
-  if (isEmpty(mergedMessageOptions.subject)) {
+  if (isEmpty(mailOptions.subject)) {
     throw new ServiceError(ERRORS.MAIL_SUBJECT_NOT_FOUND);
   }
-  if (isEmpty(mergedMessageOptions.body)) {
+  if (isEmpty(mailOptions.message)) {
     throw new ServiceError(ERRORS.MAIL_BODY_NOT_FOUND);
   }
-  return mergedMessageOptions;
 }
+
+export const mergeAndValidateMailOptions = (
+  mailOptions: CommonMailOptions,
+  overridedOptions: Partial<CommonMailOptions>
+): CommonMailOptions => {
+  const parsedMessageOptions = parseMailOptions(mailOptions, overridedOptions);
+  validateRequiredMailOptions(parsedMessageOptions);
+
+  return parsedMessageOptions;
+};

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

@@ -1,4 +1,4 @@
-import { difference, isEmpty } from 'lodash';
+import { difference, isEmpty, round, sumBy } from 'lodash';
 import { Service, Inject } from 'typedi';
 import { ServiceError } from '@/exceptions';
 import {
@@ -23,20 +23,18 @@ export class CommandManualJournalValidators {
    * @param {IManualJournalDTO} manualJournalDTO
    */
   public valdiateCreditDebitTotalEquals(manualJournalDTO: IManualJournalDTO) {
-    let totalCredit = 0;
-    let totalDebit = 0;
-
-    manualJournalDTO.entries.forEach((entry) => {
-      if (entry.credit > 0) {
-        totalCredit += entry.credit;
-      }
-      if (entry.debit > 0) {
-        totalDebit += entry.debit;
-      }
-    });
+    const totalCredit = round(
+      sumBy(manualJournalDTO.entries, (entry) => entry.credit || 0),
+      2
+    );
+    const totalDebit = round(
+      sumBy(manualJournalDTO.entries, (entry) => entry.debit || 0),
+      2
+    );
     if (totalCredit <= 0 || totalDebit <= 0) {
       throw new ServiceError(ERRORS.CREDIT_DEBIT_NOT_EQUAL_ZERO);
     }
+
     if (totalCredit !== totalDebit) {
       throw new ServiceError(ERRORS.CREDIT_DEBIT_NOT_EQUAL);
     }

packages/server/src/services/PdfTemplate/GetPdfTemplateTransformer.ts

@@ -1,10 +1,9 @@
 import { Transformer } from '@/lib/Transformer/Transformer';
 import { getTransactionTypeLabel } from '@/utils/transactions-types';
-import { getUploadedObjectUri } from '../Attachments/utils';
 
 export class GetPdfTemplateTransformer extends Transformer {
   /**
-   * Includeded attributes.
+   * Included attributes.
    * @returns {string[]}
    */
   public includeAttributes = (): string[] => {
@@ -44,20 +43,10 @@ export class GetPdfTemplateTransformer extends Transformer {
 
 class GetPdfTemplateAttributesTransformer extends Transformer {
   /**
-   * Includeded attributes.
+   * Included attributes.
    * @returns {string[]}
    */
   public includeAttributes = (): string[] => {
-    return ['companyLogoUri'];
+    return [];
   };
-
-  /**
-   * Retrieves the company logo uri.
-   * @returns {string}
-   */
-  protected companyLogoUri(template) {
-    return template.companyLogoKey
-      ? getUploadedObjectUri(template.companyLogoKey)
-      : '';
-  }
 }

packages/server/src/services/PdfTemplate/types.ts

@@ -66,7 +66,6 @@ export interface ICreateInvoicePdfTemplateDTO {
   showStatement?: boolean;
 }
 
-
 export interface CommonOrganizationBrandingAttributes {
   companyName?: string;
   primaryColor?: string;

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

@@ -3,6 +3,8 @@ import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
 import { SaleEstimateTransfromer } from './SaleEstimateTransformer';
 import { SaleEstimateValidators } from './SaleEstimateValidators';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export class GetSaleEstimate {
@@ -15,6 +17,9 @@ export class GetSaleEstimate {
   @Inject()
   private validators: SaleEstimateValidators;
 
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Retrieve the estimate details with associated entries.
    * @async
@@ -35,10 +40,18 @@ export class GetSaleEstimate {
     this.validators.validateEstimateExistance(estimate);
 
     // Transformes sale estimate model to POJO.
-    return this.transformer.transform(
+    const transformed = await this.transformer.transform(
       tenantId,
       estimate,
       new SaleEstimateTransfromer()
     );
+    const eventPayload = { tenantId, saleEstimateId: estimateId };
+
+    // Triggers `onSaleEstimateViewed` event.
+    await this.eventPublisher.emitAsync(
+      events.saleEstimate.onViewed,
+      eventPayload
+    );
+    return transformed;
   }
 }

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

@@ -13,9 +13,10 @@ import {
   SaleEstimateMailOptionsDTO,
 } from '@/interfaces';
 import { ContactMailNotification } from '@/services/MailNotification/ContactMailNotification';
-import { parseAndValidateMailOptions } from '@/services/MailNotification/utils';
+import { mergeAndValidateMailOptions } from '@/services/MailNotification/utils';
 import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
 import events from '@/subscribers/events';
+import { transformEstimateToMailDataArgs } from './utils';
 
 @Service()
 export class SendSaleEstimateMail {
@@ -65,23 +66,17 @@ export class SendSaleEstimateMail {
   }
 
   /**
-   * Formates the text of the mail.
+   * Formate the text of the mail.
    * @param {number} tenantId - Tenant id.
    * @param {number} estimateId - Estimate id.
    * @returns {Promise<Record<string, any>>}
    */
-  public formatterData = async (tenantId: number, estimateId: number) => {
+  public formatterArgs = async (tenantId: number, estimateId: number) => {
     const estimate = await this.getSaleEstimateService.getEstimate(
       tenantId,
       estimateId
     );
-    return {
-      CustomerName: estimate.customer.displayName,
-      EstimateNumber: estimate.estimateNumber,
-      EstimateDate: estimate.formattedEstimateDate,
-      EstimateAmount: estimate.formattedAmount,
-      EstimateExpirationDate: estimate.formattedExpirationDate,
-    };
+    return transformEstimateToMailDataArgs(estimate);
   };
 
   /**
@@ -92,7 +87,9 @@ export class SendSaleEstimateMail {
    */
   public getMailOptions = async (
     tenantId: number,
-    saleEstimateId: number
+    saleEstimateId: number,
+    defaultSubject: string = DEFAULT_ESTIMATE_REMINDER_MAIL_SUBJECT,
+    defaultMessage: string = DEFAULT_ESTIMATE_REMINDER_MAIL_CONTENT
   ): Promise<SaleEstimateMailOptions> => {
     const { SaleEstimate } = this.tenancy.models(tenantId);
 
@@ -100,22 +97,44 @@ export class SendSaleEstimateMail {
       .findById(saleEstimateId)
       .throwIfNotFound();
 
-    const formatterData = await this.formatterData(tenantId, saleEstimateId);
+    const formatArgs = await this.formatterArgs(tenantId, saleEstimateId);
 
-    const mailOptions = await this.contactMailNotification.getMailOptions(
-      tenantId,
-      saleEstimate.customerId,
-      DEFAULT_ESTIMATE_REMINDER_MAIL_SUBJECT,
-      DEFAULT_ESTIMATE_REMINDER_MAIL_CONTENT,
-      formatterData
-    );
+    const mailOptions =
+      await this.contactMailNotification.getDefaultMailOptions(
+        tenantId,
+        saleEstimate.customerId
+      );
     return {
       ...mailOptions,
-      data: formatterData,
+      message: defaultMessage,
+      subject: defaultSubject,
       attachEstimate: true,
+      formatArgs,
     };
   };
 
+  /**
+   * Formats the given mail options.
+   * @param {number} tenantId
+   * @param {number} saleEstimateId
+   * @param {SaleEstimateMailOptions} mailOptions
+   * @returns {Promise<SaleEstimateMailOptions>}
+   */
+  public formatMailOptions = async (
+    tenantId: number,
+    saleEstimateId: number,
+    mailOptions: SaleEstimateMailOptions
+  ): Promise<SaleEstimateMailOptions> => {
+    const formatterArgs = await this.formatterArgs(tenantId, saleEstimateId);
+    const formattedOptions =
+      await this.contactMailNotification.formatMailOptions(
+        tenantId,
+        mailOptions,
+        formatterArgs
+      );
+    return { ...formattedOptions };
+  };
+
   /**
    * Sends the mail notification of the given sale estimate.
    * @param {number} tenantId
@@ -133,27 +152,54 @@ export class SendSaleEstimateMail {
       saleEstimateId
     );
     // Overrides and validates the given mail options.
-    const messageOpts = parseAndValidateMailOptions(
+    const parsedMessageOptions = mergeAndValidateMailOptions(
       localMessageOpts,
       messageOptions
+    ) as SaleEstimateMailOptions;
+
+    const formattedOptions = await this.formatMailOptions(
+      tenantId,
+      saleEstimateId,
+      parsedMessageOptions
     );
     const mail = new Mail()
-      .setSubject(messageOpts.subject)
-      .setTo(messageOpts.to)
-      .setContent(messageOpts.body);
+      .setSubject(formattedOptions.subject)
+      .setTo(formattedOptions.to)
+      .setCC(formattedOptions.cc)
+      .setBCC(formattedOptions.bcc)
+      .setContent(formattedOptions.message);
+
+    // Attaches the estimate pdf to the mail.
+    if (formattedOptions.attachEstimate) {
+      // Retrieves the estimate pdf and attaches it to the mail.
+      const [estimatePdfBuffer, estimateFilename] =
+        await this.estimatePdf.getSaleEstimatePdf(tenantId, saleEstimateId);
 
-    if (messageOpts.attachEstimate) {
-      const estimatePdfBuffer = await this.estimatePdf.getSaleEstimatePdf(
-        tenantId,
-        saleEstimateId
-      );
       mail.setAttachments([
         {
-          filename: messageOpts.data?.EstimateNumber || 'estimate.pdf',
+          filename: `${estimateFilename}.pdf`,
           content: estimatePdfBuffer,
         },
       ]);
     }
+
+    const eventPayload = {
+      tenantId,
+      saleEstimateId,
+      messageOptions,
+      formattedOptions,
+    };
+    // Triggers `onSaleEstimateMailSend` event.
+    await this.eventPublisher.emitAsync(
+      events.saleEstimate.onMailSend,
+      eventPayload as ISaleEstimateMailPresendEvent
+    );
     await mail.send();
+
+    // Triggers `onSaleEstimateMailSent` event.
+    await this.eventPublisher.emitAsync(
+      events.saleEstimate.onMailSent,
+      eventPayload as ISaleEstimateMailPresendEvent
+    );
   }
 }

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

@@ -1,16 +1,16 @@
 export const DEFAULT_ESTIMATE_REMINDER_MAIL_SUBJECT =
-  'Estimate {EstimateNumber} is awaiting your approval';
-export const DEFAULT_ESTIMATE_REMINDER_MAIL_CONTENT = `<p>Dear {CustomerName}</p>
+  'Estimate {Estimate Number} is awaiting your approval';
+export const DEFAULT_ESTIMATE_REMINDER_MAIL_CONTENT = `<p>Dear {Customer Name}</p>
 <p>Thank you for your business, You can view or print your estimate from attachements.</p>
 <p>
-Estimate <strong>#{EstimateNumber}</strong><br />
-Expiration Date : <strong>{EstimateExpirationDate}</strong><br />
-Amount   : <strong>{EstimateAmount}</strong></br />
+Estimate <strong>#{Estimate Number}</strong><br />
+Expiration Date : <strong>{Estimate Expiration Date}</strong><br />
+Amount   : <strong>{Estimate Amount}</strong></br />
 </p>
 
 <p>
 <i>Regards</i><br />
-<i>{CompanyName}</i>
+<i>{Company Name}</i>
 </p>
 `;
 

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

@@ -22,3 +22,13 @@ export const transformEstimateToPdfTemplate = (
     customerAddress: contactAddressTextFormat(estimate.customer),
   };
 };
+
+export const transformEstimateToMailDataArgs = (estimate: any) => {
+  return {
+    'Customer Name': estimate.customer.displayName,
+    'Estimate Number': estimate.estimateNumber,
+    'Estimate Date': estimate.formattedEstimateDate,
+    'Estimate Amount': estimate.formattedAmount,
+    'Estimate Expiration Date': estimate.formattedExpirationDate,
+  };
+};

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

@@ -32,15 +32,14 @@ export class GenerateShareLink {
    */
   async generatePaymentLink(
     tenantId: number,
-    transactionId: number,
-    transactionType: string,
+    saleInvoiceId: number,
     publicity: string = 'private',
     expiryTime: string = ''
   ) {
     const { SaleInvoice } = this.tenancy.models(tenantId);
 
     const foundInvoice = await SaleInvoice.query()
-      .findById(transactionId)
+      .findById(saleInvoiceId)
       .throwIfNotFound();
 
     // Generate unique uuid for sharable link.
@@ -48,8 +47,7 @@ export class GenerateShareLink {
 
     const commonEventPayload = {
       tenantId,
-      transactionId,
-      transactionType,
+      saleInvoiceId,
       publicity,
       expiryTime,
     };

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

@@ -0,0 +1,67 @@
+import { Inject, Service } from 'typedi';
+import { GetPdfTemplate } from '@/services/PdfTemplate/GetPdfTemplate';
+import { GetSaleInvoice } from './GetSaleInvoice';
+import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
+import {
+  InvoicePaymentEmailProps,
+  renderInvoicePaymentEmail,
+} from '@bigcapital/email-components';
+import { GetInvoiceMailTemplateAttributesTransformer } from './GetInvoicePaymentMailAttributesTransformer';
+
+@Service()
+export class GetInvoicePaymentMail {
+  @Inject()
+  private getSaleInvoiceService: GetSaleInvoice;
+
+  @Inject()
+  private getBrandingTemplate: GetPdfTemplate;
+
+  @Inject()
+  private transformer: TransformerInjectable;
+
+  /**
+   * Retrieves the mail template attributes of the given invoice.
+   * Invoice template attributes are composed of the invoice and branding template attributes.
+   * @param {number} tenantId - Tenant id.
+   * @param {number} invoiceId - Invoice id.
+   */
+  public async getMailTemplateAttributes(tenantId: number, invoiceId: number) {
+    const invoice = await this.getSaleInvoiceService.getSaleInvoice(
+      tenantId,
+      invoiceId
+    );
+    const brandingTemplate = await this.getBrandingTemplate.getPdfTemplate(
+      tenantId,
+      invoice.pdfTemplateId
+    );
+    const mailTemplateAttributes = await this.transformer.transform(
+      tenantId,
+      invoice,
+      new GetInvoiceMailTemplateAttributesTransformer(),
+      {
+        invoice,
+        brandingTemplate,
+      }
+    );
+    return mailTemplateAttributes;
+  }
+
+  /**
+   * Retrieves the mail template html content.
+   * @param {number} tenantId - Tenant id.
+   * @param {number} invoiceId - Invoice id.
+   */
+  public async getMailTemplate(
+    tenantId: number,
+    invoiceId: number,
+    overrideAttributes?: Partial<InvoicePaymentEmailProps>
+  ): Promise<string> {
+    const attributes = await this.getMailTemplateAttributes(
+      tenantId,
+      invoiceId
+    );
+    const mergedAttributes = { ...attributes, ...overrideAttributes };
+
+    return renderInvoicePaymentEmail(mergedAttributes);
+  }
+}

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

@@ -0,0 +1,136 @@
+import { Transformer } from '@/lib/Transformer/Transformer';
+
+export class GetInvoiceMailTemplateAttributesTransformer extends Transformer {
+  /**
+   * Include these attributes to item entry object.
+   * @returns {Array}
+   */
+  public includeAttributes = (): string[] => {
+    return [
+      'companyLogoUri',
+      'companyName',
+
+      'invoiceAmount',
+
+      'primaryColor',
+
+      'invoiceAmount',
+      'invoiceMessage',
+
+      'dueDate',
+      'dueDateLabel',
+
+      'invoiceNumber',
+      'invoiceNumberLabel',
+
+      'total',
+      'totalLabel',
+
+      'dueAmount',
+      'dueAmountLabel',
+
+      'viewInvoiceButtonLabel',
+      'viewInvoiceButtonUrl',
+
+      'items',
+    ];
+  };
+
+  public excludeAttributes = (): string[] => {
+    return ['*'];
+  };
+
+  public companyLogoUri(): string {
+    return this.options.brandingTemplate?.companyLogoUri;
+  }
+
+  public companyName(): string {
+    return this.context.organization.name;
+  }
+
+  public invoiceAmount(): string {
+    return this.options.invoice.totalFormatted;
+  }
+
+  public primaryColor(): string {
+    return this.options?.brandingTemplate?.attributes?.primaryColor;
+  }
+
+  public invoiceMessage(): string {
+    return '';
+  }
+
+  public dueDate(): string {
+    return this.options?.invoice?.dueDateFormatted;
+  }
+
+  public dueDateLabel(): string {
+    return 'Due {dueDate}';
+  }
+
+  public invoiceNumber(): string {
+    return this.options?.invoice?.invoiceNo;
+  }
+
+  public invoiceNumberLabel(): string {
+    return 'Invoice # {invoiceNumber}';
+  }
+
+  public total(): string {
+    return this.options.invoice?.totalFormatted;
+  }
+
+  public totalLabel(): string {
+    return 'Total';
+  }
+
+  public dueAmount(): string {
+    return this.options?.invoice.dueAmountFormatted;
+  }
+
+  public dueAmountLabel(): string {
+    return 'Due Amount';
+  }
+
+  public viewInvoiceButtonLabel(): string {
+    return 'View Invoice';
+  }
+
+  public viewInvoiceButtonUrl(): string {
+    return '';
+  }
+
+  public items(): Array<any> {
+    return this.item(
+      this.options.invoice?.entries,
+      new GetInvoiceMailTemplateItemAttrsTransformer()
+    );
+  }
+}
+
+class GetInvoiceMailTemplateItemAttrsTransformer extends Transformer {
+  /**
+   * Include these attributes to item entry object.
+   * @returns {Array}
+   */
+  public includeAttributes = (): string[] => {
+    return ['quantity', 'label', 'rate'];
+  };
+
+  public excludeAttributes = (): string[] => {
+    return ['*'];
+  };
+
+  public quantity(entry): string {
+    return entry?.quantity;
+  }
+
+  public label(entry): string {
+    console.log(entry);
+    return entry?.item?.name;
+  }
+
+  public rate(entry): string {
+    return entry?.rateFormatted;
+  }
+}

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

@@ -0,0 +1,53 @@
+import { SaleInvoiceMailOptions, SaleInvoiceMailState } from '@/interfaces';
+import HasTenancyService from '@/services/Tenancy/TenancyService';
+import { Inject } from 'typedi';
+import { SendSaleInvoiceMailCommon } from './SendInvoiceInvoiceMailCommon';
+import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
+import { GetSaleInvoiceMailStateTransformer } from './GetSaleInvoiceMailStateTransformer';
+
+export class GetSaleInvoiceMailState {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private invoiceMail: SendSaleInvoiceMailCommon;
+
+  @Inject()
+  private transformer: TransformerInjectable;
+
+  /**
+   * Retrieves the invoice mail state of the given sale invoice.
+   * Invoice mail state includes the mail options, branding attributes and the invoice details.
+   * @param {number} tenantId
+   * @param {number} saleInvoiceId
+   * @returns {Promise<SaleInvoiceMailState>}
+   */
+  async getInvoiceMailState(
+    tenantId: number,
+    saleInvoiceId: number
+  ): Promise<SaleInvoiceMailState> {
+    const { SaleInvoice } = this.tenancy.models(tenantId);
+
+    const saleInvoice = await SaleInvoice.query()
+      .findById(saleInvoiceId)
+      .withGraphFetched('customer')
+      .withGraphFetched('entries.item')
+      .withGraphFetched('pdfTemplate')
+      .throwIfNotFound();
+
+    const mailOptions = await this.invoiceMail.getInvoiceMailOptions(
+      tenantId,
+      saleInvoiceId
+    );
+    // Transforms the sale invoice mail state.
+    const transformed = await this.transformer.transform(
+      tenantId,
+      saleInvoice,
+      new GetSaleInvoiceMailStateTransformer(),
+      {
+        mailOptions,
+      }
+    );
+    return transformed;
+  }
+}

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

@@ -0,0 +1,129 @@
+import { SaleInvoiceTransformer } from './SaleInvoiceTransformer';
+import { ItemEntryTransformer } from './ItemEntryTransformer';
+
+export class GetSaleInvoiceMailStateTransformer extends SaleInvoiceTransformer {
+  /**
+   * Exclude these attributes from user object.
+   * @returns {Array}
+   */
+  public excludeAttributes = (): string[] => {
+    return ['*'];
+  };
+
+  /**
+   * Included attributes.
+   * @returns {Array}
+   */
+  public includeAttributes = (): string[] => {
+    return [
+      'invoiceDate',
+      'invoiceDateFormatted',
+
+      'dueDate',
+      'dueDateFormatted',
+
+      'dueAmount',
+      'dueAmountFormatted',
+
+      'total',
+      'totalFormatted',
+
+      'subtotal',
+      'subtotalFormatted',
+
+      'invoiceNo',
+
+      'entries',
+
+      'companyName',
+      'companyLogoUri',
+
+      'primaryColor',
+
+      'customerName',
+    ];
+  };
+
+  /**
+   * Retrieves the customer name of the invoice.
+   * @returns {string}
+   */
+  protected customerName = (invoice) => {
+    return invoice.customer.displayName;
+  };
+
+  /**
+   * Retrieves the company name.
+   * @returns {string}
+   */
+  protected companyName = () => {
+    return this.context.organization.name;
+  };
+
+  /**
+   * Retrieves the company logo uri.
+   * @returns {string | null}
+   */
+  protected companyLogoUri = (invoice) => {
+    return invoice.pdfTemplate?.companyLogoUri;
+  };
+
+  /**
+   * Retrieves the primary color.
+   * @returns {string}
+   */
+  protected primaryColor = (invoice) => {
+    return invoice.pdfTemplate?.attributes?.primaryColor;
+  };
+
+  /**
+   *
+   * @param invoice
+   * @returns
+   */
+  protected entries = (invoice) => {
+    return this.item(
+      invoice.entries,
+      new GetSaleInvoiceMailStateEntryTransformer(),
+      {
+        currencyCode: invoice.currencyCode,
+      }
+    );
+  };
+
+  /**
+   * Merges the mail options with the invoice object.
+   */
+  public transform = (object: any) => {
+    return {
+      ...this.options.mailOptions,
+      ...object,
+    };
+  };
+}
+
+class GetSaleInvoiceMailStateEntryTransformer extends ItemEntryTransformer {
+  /**
+   * Exclude these attributes from user object.
+   * @returns {Array}
+   */
+  public excludeAttributes = (): string[] => {
+    return ['*'];
+  };
+
+  public name = (entry) => {
+    return entry.item.name;
+  };
+
+  public includeAttributes = (): string[] => {
+    return [
+      'name',
+      'quantity',
+      'quantityFormatted',
+      'rate',
+      'rateFormatted',
+      'total',
+      'totalFormatted',
+    ];
+  };
+}

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

@@ -33,8 +33,12 @@ export class SaleEstimatePdfTemplate {
       ...defaultEstimatePdfBrandingAttributes,
       ...commonOrgBrandingAttrs,
     };
+    const brandingTemplateAttrs = {
+      ...template.attributes,
+      companyLogoUri: template.companyLogoUri,
+    };
     const attributes = mergePdfTemplateWithDefaultAttributes(
-      template.attributes,
+      brandingTemplateAttrs,
       orgainizationBrandingAttrs
     );
     return {

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

@@ -1,4 +1,5 @@
 import { Inject, Service } from 'typedi';
+import { renderInvoicePaperTemplateHtml } from '@bigcapital/pdf-templates';
 import { ChromiumlyTenancy } from '@/services/ChromiumlyTenancy/ChromiumlyTenancy';
 import { TemplateInjectable } from '@/services/TemplateInjectable/TemplateInjectable';
 import { GetSaleInvoice } from './GetSaleInvoice';
@@ -8,6 +9,7 @@ import { InvoicePdfTemplateAttributes } from '@/interfaces';
 import { SaleInvoicePdfTemplate } from './SaleInvoicePdfTemplate';
 import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
 import events from '@/subscribers/events';
+import { renderInvoicePaymentEmail } from '@bigcapital/email-components';
 
 @Service()
 export class SaleInvoicePdf {
@@ -17,9 +19,6 @@ export class SaleInvoicePdf {
   @Inject()
   private chromiumlyTenancy: ChromiumlyTenancy;
 
-  @Inject()
-  private templateInjectable: TemplateInjectable;
-
   @Inject()
   private getInvoiceService: GetSaleInvoice;
 
@@ -29,11 +28,30 @@ export class SaleInvoicePdf {
   @Inject()
   private eventPublisher: EventPublisher;
 
+  /**
+   * Retrieve sale invoice html content.
+   * @param {number} tenantId - Tenant Id.
+   * @param {ISaleInvoice} saleInvoice -
+   * @returns {Promise<string>}
+   */
+  public async saleInvoiceHtml(
+    tenantId: number,
+    invoiceId: number
+  ): Promise<string> {
+    const brandingAttributes = await this.getInvoiceBrandingAttributes(
+      tenantId,
+      invoiceId
+    );
+    return renderInvoicePaperTemplateHtml({
+      ...brandingAttributes,
+    });
+  }
+
   /**
    * Retrieve sale invoice pdf content.
    * @param {number} tenantId - Tenant Id.
    * @param {ISaleInvoice} saleInvoice -
-   * @returns {Promise<Buffer>}
+   * @returns {Promise<[Buffer, string]>}
    */
   public async saleInvoicePdf(
     tenantId: number,
@@ -41,15 +59,8 @@ export class SaleInvoicePdf {
   ): Promise<[Buffer, string]> {
     const filename = await this.getInvoicePdfFilename(tenantId, invoiceId);
 
-    const brandingAttributes = await this.getInvoiceBrandingAttributes(
-      tenantId,
-      invoiceId
-    );
-    const htmlContent = await this.templateInjectable.render(
-      tenantId,
-      'modules/invoice-standard',
-      brandingAttributes
-    );
+    const htmlContent = await this.saleInvoiceHtml(tenantId, invoiceId);
+
     // Converts the given html content to pdf document.
     const buffer = await this.chromiumlyTenancy.convertHtmlContent(
       tenantId,

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

@@ -32,8 +32,12 @@ export class SaleInvoicePdfTemplate {
       ...defaultInvoicePdfTemplateAttributes,
       ...commonOrgBrandingAttrs,
     };
+    const brandingTemplateAttrs = {
+      ...template.attributes,
+      companyLogoUri: template.companyLogoUri,
+    };
     const attributes = mergePdfTemplateWithDefaultAttributes(
-      template.attributes,
+      brandingTemplateAttrs,
       organizationBrandingAttrs
     );
     return {

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

@@ -11,6 +11,7 @@ import {
   ISystemUser,
   ITenantUser,
   InvoiceNotificationType,
+  SaleInvoiceMailState,
   SendInvoiceMailDTO,
 } from '@/interfaces';
 import { Inject, Service } from 'typedi';
@@ -27,8 +28,8 @@ import { GetInvoicePaymentsService } from './GetInvoicePaymentsService';
 import { SaleInvoiceNotifyBySms } from './SaleInvoiceNotifyBySms';
 import { SendInvoiceMailReminder } from './SendSaleInvoiceMailReminder';
 import { SendSaleInvoiceMail } from './SendSaleInvoiceMail';
-import { GetSaleInvoiceMailReminder } from './GetSaleInvoiceMailReminder';
 import { GetSaleInvoiceState } from './GetSaleInvoiceState';
+import { GetSaleInvoiceMailState } from './GetSaleInvoiceMailState';
 
 @Service()
 export class SaleInvoiceApplication {
@@ -72,7 +73,7 @@ export class SaleInvoiceApplication {
   private sendSaleInvoiceMailService: SendSaleInvoiceMail;
 
   @Inject()
-  private getSaleInvoiceReminderService: GetSaleInvoiceMailReminder;
+  private getSaleInvoiceMailStateService: GetSaleInvoiceMailState;
 
   @Inject()
   private getSaleInvoiceStateService: GetSaleInvoiceState;
@@ -272,6 +273,19 @@ export class SaleInvoiceApplication {
     return this.pdfSaleInvoiceService.saleInvoicePdf(tenantId, saleInvoiceId);
   }
 
+  /**
+   * Retrieves the html content of the given sale invoice.
+   * @param {number} tenantId
+   * @param {number} saleInvoiceId
+   * @returns {Promise<string>}
+   */
+  public saleInvoiceHtml(
+    tenantId: number,
+    saleInvoiceId: number
+  ): Promise<string> {
+    return this.pdfSaleInvoiceService.saleInvoiceHtml(tenantId, saleInvoiceId);
+  }
+
   /**
    *
    * @param {number} tenantId
@@ -361,10 +375,13 @@ export class SaleInvoiceApplication {
    * Retrieves the default mail options of the given sale invoice.
    * @param {number} tenantId
    * @param {number} saleInvoiceid
-   * @returns {Promise<SendInvoiceMailDTO>}
+   * @returns {Promise<SaleInvoiceMailState>}
    */
-  public getSaleInvoiceMail(tenantId: number, saleInvoiceid: number) {
-    return this.sendSaleInvoiceMailService.getMailOption(
+  public getSaleInvoiceMailState(
+    tenantId: number,
+    saleInvoiceid: number
+  ): Promise<SaleInvoiceMailState> {
+    return this.getSaleInvoiceMailStateService.getInvoiceMailState(
       tenantId,
       saleInvoiceid
     );

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

@@ -7,6 +7,8 @@ import {
   DEFAULT_INVOICE_MAIL_CONTENT,
   DEFAULT_INVOICE_MAIL_SUBJECT,
 } from './constants';
+import { GetInvoicePaymentMail } from './GetInvoicePaymentMail';
+import { GenerateShareLink } from './GenerateeInvoicePaymentLink';
 
 @Service()
 export class SendSaleInvoiceMailCommon {
@@ -19,6 +21,12 @@ export class SendSaleInvoiceMailCommon {
   @Inject()
   private contactMailNotification: ContactMailNotification;
 
+  @Inject()
+  private getInvoicePaymentMail: GetInvoicePaymentMail;
+
+  @Inject()
+  private generatePaymentLinkService: GenerateShareLink;
+
   /**
    * Retrieves the mail options.
    * @param {number} tenantId - Tenant id.
@@ -27,11 +35,11 @@ export class SendSaleInvoiceMailCommon {
    * @param {string} defaultBody - Subject body.
    * @returns {Promise<SaleInvoiceMailOptions>}
    */
-  public async getMailOption(
+  public async getInvoiceMailOptions(
     tenantId: number,
     invoiceId: number,
     defaultSubject: string = DEFAULT_INVOICE_MAIL_SUBJECT,
-    defaultBody: string = DEFAULT_INVOICE_MAIL_CONTENT
+    defaultMessage: string = DEFAULT_INVOICE_MAIL_CONTENT
   ): Promise<SaleInvoiceMailOptions> {
     const { SaleInvoice } = this.tenancy.models(tenantId);
 
@@ -39,21 +47,66 @@ export class SendSaleInvoiceMailCommon {
       .findById(invoiceId)
       .throwIfNotFound();
 
-    const formatterData = await this.formatText(tenantId, invoiceId);
+    const contactMailDefaultOptions =
+      await this.contactMailNotification.getDefaultMailOptions(
+        tenantId,
+        saleInvoice.customerId
+      );
+    const formatArgs = await this.getInvoiceFormatterArgs(tenantId, invoiceId);
 
-    const mailOptions = await this.contactMailNotification.getMailOptions(
-      tenantId,
-      saleInvoice.customerId,
-      defaultSubject,
-      defaultBody,
-      formatterData
-    );
     return {
-      ...mailOptions,
+      ...contactMailDefaultOptions,
+      subject: defaultSubject,
+      message: defaultMessage,
       attachInvoice: true,
+      formatArgs,
     };
   }
 
+  /**
+   * Formats the given invoice mail options.
+   * @param {number} tenantId
+   * @param {number} invoiceId
+   * @param {SaleInvoiceMailOptions} mailOptions
+   * @returns {Promise<SaleInvoiceMailOptions>}
+   */
+  public async formatInvoiceMailOptions(
+    tenantId: number,
+    invoiceId: number,
+    mailOptions: SaleInvoiceMailOptions
+  ): Promise<SaleInvoiceMailOptions> {
+    const formatterArgs = await this.getInvoiceFormatterArgs(
+      tenantId,
+      invoiceId
+    );
+    const formattedOptions =
+      await this.contactMailNotification.formatMailOptions(
+        tenantId,
+        mailOptions,
+        formatterArgs
+      );
+    // Generates the a new payment link for the given invoice.
+    const paymentLink =
+      await this.generatePaymentLinkService.generatePaymentLink(
+        tenantId,
+        invoiceId,
+        'public'
+      );
+    const message = await this.getInvoicePaymentMail.getMailTemplate(
+      tenantId,
+      invoiceId,
+      {
+        // # Invoice message
+        invoiceMessage: formattedOptions.message,
+        preview: formattedOptions.message,
+
+        // # Payment link
+        viewInvoiceButtonUrl: paymentLink.link,
+      }
+    );
+    return { ...formattedOptions, message };
+  }
+
   /**
    * Retrieves the formatted text of the given sale invoice.
    * @param {number} tenantId - Tenant id.
@@ -61,7 +114,7 @@ export class SendSaleInvoiceMailCommon {
    * @param {string} text - The given text.
    * @returns {Promise<string>}
    */
-  public formatText = async (
+  public getInvoiceFormatterArgs = async (
     tenantId: number,
     invoiceId: number
   ): Promise<Record<string, string | number>> => {
@@ -69,15 +122,18 @@ export class SendSaleInvoiceMailCommon {
       tenantId,
       invoiceId
     );
-
+    const commonArgs = await this.contactMailNotification.getCommonFormatArgs(
+      tenantId
+    );
     return {
-      CustomerName: invoice.customer.displayName,
-      InvoiceNumber: invoice.invoiceNo,
-      InvoiceDueAmount: invoice.dueAmountFormatted,
-      InvoiceDueDate: invoice.dueDateFormatted,
-      InvoiceDate: invoice.invoiceDateFormatted,
-      InvoiceAmount: invoice.totalFormatted,
-      OverdueDays: invoice.overdueDays,
+      ...commonArgs,
+      'Customer Name': invoice.customer.displayName,
+      'Invoice Number': invoice.invoiceNo,
+      'Invoice Due Amount': invoice.dueAmountFormatted,
+      'Invoice Due Date': invoice.dueDateFormatted,
+      'Invoice Date': invoice.invoiceDateFormatted,
+      'Invoice Amount': invoice.totalFormatted,
+      'Overdue Days': invoice.overdueDays,
     };
   };
 }

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

@@ -1,15 +1,15 @@
 import { Inject, Service } from 'typedi';
 import Mail from '@/lib/Mail';
-import { ISaleInvoiceMailSend, SendInvoiceMailDTO } from '@/interfaces';
+import {
+  ISaleInvoiceMailSend,
+  SaleInvoiceMailOptions,
+  SendInvoiceMailDTO,
+} from '@/interfaces';
 import { SaleInvoicePdf } from './SaleInvoicePdf';
 import { SendSaleInvoiceMailCommon } from './SendInvoiceInvoiceMailCommon';
-import {
-  DEFAULT_INVOICE_MAIL_CONTENT,
-  DEFAULT_INVOICE_MAIL_SUBJECT,
-} from './constants';
-import { parseAndValidateMailOptions } from '@/services/MailNotification/utils';
-import events from '@/subscribers/events';
+import { mergeAndValidateMailOptions } from '@/services/MailNotification/utils';
 import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export class SendSaleInvoiceMail {
@@ -19,12 +19,12 @@ export class SendSaleInvoiceMail {
   @Inject()
   private invoiceMail: SendSaleInvoiceMailCommon;
 
-  @Inject('agenda')
-  private agenda: any;
-
   @Inject()
   private eventPublisher: EventPublisher;
 
+  @Inject('agenda')
+  private agenda: any;
+
   /**
    * Sends the invoice mail of the given sale invoice.
    * @param {number} tenantId
@@ -52,17 +52,30 @@ export class SendSaleInvoiceMail {
   }
 
   /**
-   * Retrieves the mail options of the given sale invoice.
+   * Retrieves the formatted mail options.
    * @param {number} tenantId
    * @param {number} saleInvoiceId
+   * @param {SendInvoiceMailDTO} messageOptions
    * @returns {Promise<SaleInvoiceMailOptions>}
    */
-  public async getMailOption(tenantId: number, saleInvoiceId: number) {
-    return this.invoiceMail.getMailOption(
+  async getFormattedMailOptions(
+    tenantId: number,
+    saleInvoiceId: number,
+    messageOptions: SendInvoiceMailDTO
+  ): Promise<SaleInvoiceMailOptions> {
+    const defaultMessageOptions = await this.invoiceMail.getInvoiceMailOptions(
+      tenantId,
+      saleInvoiceId
+    );
+    // Merges message options with default options and parses the options values.
+    const parsedMessageOptions = mergeAndValidateMailOptions(
+      defaultMessageOptions,
+      messageOptions
+    );
+    return this.invoiceMail.formatInvoiceMailOptions(
       tenantId,
       saleInvoiceId,
-      DEFAULT_INVOICE_MAIL_SUBJECT,
-      DEFAULT_INVOICE_MAIL_CONTENT
+      parsedMessageOptions
     );
   }
 
@@ -78,44 +91,46 @@ export class SendSaleInvoiceMail {
     saleInvoiceId: number,
     messageOptions: SendInvoiceMailDTO
   ) {
-    const defaultMessageOpts = await this.getMailOption(
+    const formattedMessageOptions = await this.getFormattedMailOptions(
       tenantId,
-      saleInvoiceId
-    );
-    // Merge message opts with default options and validate the incoming options.
-    const messageOpts = parseAndValidateMailOptions(
-      defaultMessageOpts,
+      saleInvoiceId,
       messageOptions
     );
     const mail = new Mail()
-      .setSubject(messageOpts.subject)
-      .setTo(messageOpts.to)
-      .setContent(messageOpts.body);
+      .setSubject(formattedMessageOptions.subject)
+      .setTo(formattedMessageOptions.to)
+      .setCC(formattedMessageOptions.cc)
+      .setBCC(formattedMessageOptions.bcc)
+      .setContent(formattedMessageOptions.message);
 
-    if (messageOpts.attachInvoice) {
+    // Attach invoice document.
+    if (formattedMessageOptions.attachInvoice) {
       // Retrieves document buffer of the invoice pdf document.
-      const invoicePdfBuffer = await this.invoicePdf.saleInvoicePdf(
-        tenantId,
-        saleInvoiceId
-      );
+      const [invoicePdfBuffer, invoiceFilename] =
+        await this.invoicePdf.saleInvoicePdf(tenantId, saleInvoiceId);
+
       mail.setAttachments([
-        { filename: 'invoice.pdf', content: invoicePdfBuffer },
+        { filename: `${invoiceFilename}.pdf`, content: invoicePdfBuffer },
       ]);
     }
-    // Triggers the event `onSaleInvoiceSend`.
-    await this.eventPublisher.emitAsync(events.saleInvoice.onMailSend, {
+    const eventPayload = {
       tenantId,
       saleInvoiceId,
       messageOptions,
-    } as ISaleInvoiceMailSend);
+      formattedMessageOptions,
+    } as ISaleInvoiceMailSend;
 
+    // Triggers the event `onSaleInvoiceSend`.
+    await this.eventPublisher.emitAsync(
+      events.saleInvoice.onMailSend,
+      eventPayload
+    );
     await mail.send();
 
     // Triggers the event `onSaleInvoiceSend`.
-    await this.eventPublisher.emitAsync(events.saleInvoice.onMailSent, {
-      tenantId,
-      saleInvoiceId,
-      messageOptions,
-    } as ISaleInvoiceMailSend);
+    await this.eventPublisher.emitAsync(
+      events.saleInvoice.onMailSent,
+      eventPayload
+    );
   }
 }

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

@@ -1,20 +1,19 @@
 import config from '@/config';
 
 export const DEFAULT_INVOICE_MAIL_SUBJECT =
-  'Invoice {InvoiceNumber} from {CompanyName}';
-export const DEFAULT_INVOICE_MAIL_CONTENT = `
-<p>Dear {CustomerName}</p>
-<p>Thank you for your business, You can view or print your invoice from attachements.</p>
-<p>
-Invoice <strong>#{InvoiceNumber}</strong><br />
-Due Date : <strong>{InvoiceDueDate}</strong><br />
-Amount   : <strong>{InvoiceAmount}</strong></br />
-</p>
+  'Invoice {Invoice Number} from {Company Name} for {Customer Name}';
+export const DEFAULT_INVOICE_MAIL_CONTENT = `Hi {Customer Name},
 
-<p>
-<i>Regards</i><br />
-<i>{CompanyName}</i>
-</p>
+Here's invoice # {Invoice Number} for {Invoice Amount}
+
+The amount outstanding of {Invoice Due Amount} is due on {Invoice Due Date}.
+
+From your online payment page you can print a PDF or view your outstanding bills.
+
+If you have any questions, please let us know.
+
+Thanks,
+{Company Name}
 `;
 
 export const DEFAULT_INVOICE_REMINDER_MAIL_SUBJECT =

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

@@ -27,7 +27,7 @@ export const transformInvoiceToPdfTemplate = (
     total: invoice.totalFormatted,
     subtotal: invoice.subtotalFormatted,
     paymentMade: invoice.paymentAmountFormatted,
-    balanceDue: invoice.balanceAmountFormatted,
+    dueAmount: invoice.dueAmountFormatted,
 
     termsConditions: invoice.termsConditions,
     statement: invoice.invoiceMessage,

packages/server/src/services/Sales/PaymentReceived/PaymentReceivedBrandingTemplate.ts

@@ -37,8 +37,12 @@ export class PaymentReceivedBrandingTemplate {
       ...defaultPaymentReceivedPdfTemplateAttributes,
       ...commonOrgBrandingAttrs,
     };
+    const brandingTemplateAttrs = {
+      ...template.attributes,
+      companyLogoUri: template.companyLogoUri,
+    };
     const attributes = mergePdfTemplateWithDefaultAttributes(
-      template.attributes,
+      brandingTemplateAttrs,
       organizationBrandingAttrs
     );
     return {

packages/server/src/services/Sales/PaymentReceived/PaymentReceivedMailNotification.ts

@@ -13,9 +13,10 @@ import {
 } from './constants';
 import { GetPaymentReceived } from './GetPaymentReceived';
 import { ContactMailNotification } from '@/services/MailNotification/ContactMailNotification';
-import { parseAndValidateMailOptions } from '@/services/MailNotification/utils';
+import { mergeAndValidateMailOptions } from '@/services/MailNotification/utils';
 import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
 import events from '@/subscribers/events';
+import { transformPaymentReceivedToMailDataArgs } from './utils';
 
 @Service()
 export class SendPaymentReceiveMailNotification {
@@ -77,15 +78,19 @@ export class SendPaymentReceiveMailNotification {
       .findById(paymentId)
       .throwIfNotFound();
 
-    const formatterData = await this.textFormatter(tenantId, paymentId);
+    const formatArgs = await this.textFormatter(tenantId, paymentId);
 
-    return this.contactMailNotification.getMailOptions(
-      tenantId,
-      paymentReceive.customerId,
-      DEFAULT_PAYMENT_MAIL_SUBJECT,
-      DEFAULT_PAYMENT_MAIL_CONTENT,
-      formatterData
-    );
+    const mailOptions =
+      await this.contactMailNotification.getDefaultMailOptions(
+        tenantId,
+        paymentReceive.customerId
+      );
+    return {
+      ...mailOptions,
+      subject: DEFAULT_PAYMENT_MAIL_SUBJECT,
+      message: DEFAULT_PAYMENT_MAIL_CONTENT,
+      ...formatArgs,
+    };
   };
 
   /**
@@ -103,19 +108,46 @@ export class SendPaymentReceiveMailNotification {
       tenantId,
       invoiceId
     );
-    return {
-      CustomerName: payment.customer.displayName,
-      PaymentNumber: payment.payment_receive_no,
-      PaymentDate: payment.formattedPaymentDate,
-      PaymentAmount: payment.formattedAmount,
-    };
+    return transformPaymentReceivedToMailDataArgs(payment);
+  };
+
+  /**
+   * Retrieves the formatted mail options of the given payment receive.
+   * @param {number} tenantId
+   * @param {number} paymentReceiveId
+   * @param {SendInvoiceMailDTO} messageDTO
+   * @returns {Promise<PaymentReceiveMailOpts>}
+   */
+  public getFormattedMailOptions = async (
+    tenantId: number,
+    paymentReceiveId: number,
+    messageDTO: SendInvoiceMailDTO
+  ) => {
+    const formatterArgs = await this.textFormatter(tenantId, paymentReceiveId);
+
+    // Default message options.
+    const defaultMessageOpts = await this.getMailOptions(
+      tenantId,
+      paymentReceiveId
+    );
+    // Parsed message opts with default options.
+    const parsedMessageOpts = mergeAndValidateMailOptions(
+      defaultMessageOpts,
+      messageDTO
+    );
+    // Formats the message options.
+    return this.contactMailNotification.formatMailOptions(
+      tenantId,
+      parsedMessageOpts,
+      formatterArgs
+    );
   };
 
   /**
    * Triggers the mail invoice.
    * @param {number} tenantId
-   * @param {number} saleInvoiceId
-   * @param {SendInvoiceMailDTO} messageDTO
+   * @param {number} saleInvoiceId - Invoice id.
+   * @param {SendInvoiceMailDTO} messageDTO - Message options.
    * @returns {Promise<void>}
    */
   public async sendMail(
@@ -123,19 +155,35 @@ export class SendPaymentReceiveMailNotification {
     paymentReceiveId: number,
     messageDTO: SendInvoiceMailDTO
   ): Promise<void> {
-    const defaultMessageOpts = await this.getMailOptions(
+    // Retrieves the formatted mail options.
+    const formattedMessageOptions = await this.getFormattedMailOptions(
       tenantId,
-      paymentReceiveId
-    );
-    // Parsed message opts with default options.
-    const parsedMessageOpts = parseAndValidateMailOptions(
-      defaultMessageOpts,
+      paymentReceiveId,
       messageDTO
     );
-    await new Mail()
-      .setSubject(parsedMessageOpts.subject)
-      .setTo(parsedMessageOpts.to)
-      .setContent(parsedMessageOpts.body)
-      .send();
+    const mail = new Mail()
+      .setSubject(formattedMessageOptions.subject)
+      .setTo(formattedMessageOptions.to)
+      .setCC(formattedMessageOptions.cc)
+      .setBCC(formattedMessageOptions.bcc)
+      .setContent(formattedMessageOptions.message);
+
+    const eventPayload = {
+      tenantId,
+      paymentReceiveId,
+      messageOptions: formattedMessageOptions,
+    };
+    // Triggers `onPaymentReceiveMailSend` event.
+    await this.eventPublisher.emitAsync(
+      events.paymentReceive.onMailSend,
+      eventPayload
+    );
+    await mail.send();
+
+    // Triggers `onPaymentReceiveMailSent` event.
+    await this.eventPublisher.emitAsync(
+      events.paymentReceive.onMailSent,
+      eventPayload
+    );
   }
 }

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

@@ -1,15 +1,16 @@
-export const DEFAULT_PAYMENT_MAIL_SUBJECT = 'Payment Received by {CompanyName}';
+export const DEFAULT_PAYMENT_MAIL_SUBJECT =
+  'Payment Received for {Customer Name} from {Company Name}';
 export const DEFAULT_PAYMENT_MAIL_CONTENT = `
-<p>Dear {CustomerName}</p>
+<p>Dear {Customer Name}</p>
 <p>Thank you for your payment. It was a pleasure doing business with you. We look forward to work together again!</p>
 <p>
-Payment Date : <strong>{PaymentDate}</strong><br />
-Amount   : <strong>{PaymentAmount}</strong></br />
+Payment Date : <strong>{Payment Date}</strong><br />
+Amount   : <strong>{Payment Amount}</strong></br />
 </p>
 
 <p>
 <i>Regards</i><br />
-<i>{CompanyName}</i>
+<i>{Company Name}</i>
 </p>
 `;
 

packages/server/src/services/Sales/PaymentReceived/utils.ts

@@ -21,3 +21,12 @@ export const transformPaymentReceivedToPdfTemplate = (
     customerAddress: contactAddressTextFormat(payment.customer),
   };
 };
+
+export const transformPaymentReceivedToMailDataArgs = (payment: any) => {
+  return {
+    'Customer Name': payment.customer.displayName,
+    'Payment Number': payment.paymentReceiveNo,
+    'Payment Date': payment.formattedPaymentDate,
+    'Payment Amount': payment.formattedAmount,
+  };
+};

packages/server/src/services/Sales/Receipts/SaleReceiptBrandingTemplate.ts

@@ -37,8 +37,12 @@ export class SaleReceiptBrandingTemplate {
       ...defaultSaleReceiptBrandingAttributes,
       ...commonOrgBrandingAttrs,
     };
+    const brandingTemplateAttrs = {
+      ...template.attributes,
+      companyLogoUri: template.companyLogoUri,
+    };
     const attributes = mergePdfTemplateWithDefaultAttributes(
-      template.attributes,
+      brandingTemplateAttrs,
       organizationBrandingAttrs
     );
     return {

packages/server/src/services/Sales/Receipts/SaleReceiptMailNotification.ts

@@ -13,9 +13,10 @@ import {
   SaleReceiptMailOptsDTO,
 } from '@/interfaces';
 import { ContactMailNotification } from '@/services/MailNotification/ContactMailNotification';
-import { parseAndValidateMailOptions } from '@/services/MailNotification/utils';
+import { mergeAndValidateMailOptions } from '@/services/MailNotification/utils';
 import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
 import events from '@/subscribers/events';
+import { transformReceiptToMailDataArgs } from './utils';
 
 @Service()
 export class SaleReceiptMailNotification {
@@ -79,18 +80,19 @@ export class SaleReceiptMailNotification {
       .findById(saleReceiptId)
       .throwIfNotFound();
 
-    const formattedData = await this.textFormatter(tenantId, saleReceiptId);
+    const formatArgs = await this.textFormatterArgs(tenantId, saleReceiptId);
 
-    const mailOpts = await this.contactMailNotification.getMailOptions(
-      tenantId,
-      saleReceipt.customerId,
-      DEFAULT_RECEIPT_MAIL_SUBJECT,
-      DEFAULT_RECEIPT_MAIL_CONTENT,
-      formattedData
-    );
+    const mailOptions =
+      await this.contactMailNotification.getDefaultMailOptions(
+        tenantId,
+        saleReceipt.customerId
+      );
     return {
-      ...mailOpts,
+      ...mailOptions,
+      message: DEFAULT_RECEIPT_MAIL_CONTENT,
+      subject: DEFAULT_RECEIPT_MAIL_SUBJECT,
       attachReceipt: true,
+      formatArgs,
     };
   }
 
@@ -101,7 +103,7 @@ export class SaleReceiptMailNotification {
    * @param {string} text - The given text.
    * @returns {Promise<string>}
    */
-  public textFormatter = async (
+  public textFormatterArgs = async (
     tenantId: number,
     receiptId: number
   ): Promise<Record<string, string>> => {
@@ -109,19 +111,66 @@ export class SaleReceiptMailNotification {
       tenantId,
       receiptId
     );
-    return {
-      CustomerName: receipt.customer.displayName,
-      ReceiptNumber: receipt.receiptNumber,
-      ReceiptDate: receipt.formattedReceiptDate,
-      ReceiptAmount: receipt.formattedAmount,
-    };
+    return transformReceiptToMailDataArgs(receipt);
+  };
+
+  /**
+   * Formats the mail options of the given sale receipt.
+   * @param {number} tenantId
+   * @param {number} receiptId
+   * @param {SaleReceiptMailOpts} mailOptions
+   * @returns {Promise<SaleReceiptMailOpts>}
+   */
+  public async formatEstimateMailOptions(
+    tenantId: number,
+    receiptId: number,
+    mailOptions: SaleReceiptMailOpts
+  ): Promise<SaleReceiptMailOpts> {
+    const formatterArgs = await this.textFormatterArgs(tenantId, receiptId);
+    const formattedOptions =
+      (await this.contactMailNotification.formatMailOptions(
+        tenantId,
+        mailOptions,
+        formatterArgs
+      )) as SaleReceiptMailOpts;
+    return formattedOptions;
+  }
+
+  /**
+   * Retrieves the formatted mail options of the given sale receipt.
+   * @param {number} tenantId
+   * @param {number} saleReceiptId
+   * @param {SaleReceiptMailOptsDTO} messageOpts
+   * @returns {Promise<SaleReceiptMailOpts>}
+   */
+  public getFormatMailOptions = async (
+    tenantId: number,
+    saleReceiptId: number,
+    messageOpts: SaleReceiptMailOptsDTO
+  ): Promise<SaleReceiptMailOpts> => {
+    const defaultMessageOptions = await this.getMailOptions(
+      tenantId,
+      saleReceiptId
+    );
+    // Merges message opts with default options.
+    const parsedMessageOpts = mergeAndValidateMailOptions(
+      defaultMessageOptions,
+      messageOpts
+    ) as SaleReceiptMailOpts;
+
+    // Formats the message options.
+    return this.formatEstimateMailOptions(
+      tenantId,
+      saleReceiptId,
+      parsedMessageOpts
+    );
   };
 
   /**
    * Triggers the mail notification of the given sale receipt.
    * @param {number} tenantId - Tenant id.
    * @param {number} saleReceiptId - Sale receipt id.
-   * @param {SaleReceiptMailOpts} messageDTO - Overrided message options.
+   * @param {SaleReceiptMailOpts} messageDTO - message options.
    * @returns {Promise<void>}
    */
   public async sendMail(
@@ -129,30 +178,43 @@ export class SaleReceiptMailNotification {
     saleReceiptId: number,
     messageOpts: SaleReceiptMailOptsDTO
   ) {
-    const defaultMessageOpts = await this.getMailOptions(
+    // Formats the message options.
+    const formattedMessageOptions = await this.getFormatMailOptions(
       tenantId,
-      saleReceiptId
-    );
-    // Merges message opts with default options.
-    const parsedMessageOpts = parseAndValidateMailOptions(
-      defaultMessageOpts,
+      saleReceiptId,
       messageOpts
     );
     const mail = new Mail()
-      .setSubject(parsedMessageOpts.subject)
-      .setTo(parsedMessageOpts.to)
-      .setContent(parsedMessageOpts.body);
+      .setSubject(formattedMessageOptions.subject)
+      .setTo(formattedMessageOptions.to)
+      .setCC(formattedMessageOptions.cc)
+      .setBCC(formattedMessageOptions.bcc)
+      .setContent(formattedMessageOptions.message);
 
-    if (parsedMessageOpts.attachReceipt) {
+    // Attaches the receipt pdf document.
+    if (formattedMessageOptions.attachReceipt) {
       // Retrieves document buffer of the receipt pdf document.
-      const receiptPdfBuffer = await this.receiptPdfService.saleReceiptPdf(
-        tenantId,
-        saleReceiptId
-      );
+      const [receiptPdfBuffer, filename] =
+        await this.receiptPdfService.saleReceiptPdf(tenantId, saleReceiptId);
+
       mail.setAttachments([
-        { filename: 'receipt.pdf', content: receiptPdfBuffer },
+        { filename: `${filename}.pdf`, content: receiptPdfBuffer },
       ]);
     }
+    const eventPayload = {
+      tenantId,
+      saleReceiptId,
+      messageOptions: {},
+    };
+    await this.eventPublisher.emitAsync(
+      events.saleReceipt.onMailSend,
+      eventPayload
+    );
     await mail.send();
+
+    await this.eventPublisher.emitAsync(
+      events.saleReceipt.onMailSent,
+      eventPayload
+    );
   }
 }

packages/server/src/services/Sales/Receipts/SaleReceiptsPdfService.ts

@@ -35,7 +35,10 @@ export class SaleReceiptsPdf {
    * @param {number} saleInvoiceId -
    * @returns {Promise<Buffer>}
    */
-  public async saleReceiptPdf(tenantId: number, saleReceiptId: number) {
+  public async saleReceiptPdf(
+    tenantId: number,
+    saleReceiptId: number
+  ): Promise<[Buffer, string]> {
     const filename = await this.getSaleReceiptFilename(tenantId, saleReceiptId);
 
     const brandingAttributes = await this.getReceiptBrandingAttributes(

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

@@ -1,16 +1,16 @@
 export const DEFAULT_RECEIPT_MAIL_SUBJECT =
-  'Receipt {ReceiptNumber} from {CompanyName}';
+  'Receipt {Receipt Number} from {Company Name}';
 export const DEFAULT_RECEIPT_MAIL_CONTENT = `
-<p>Dear {CustomerName}</p>
+<p>Dear {Customer Name}</p>
 <p>Thank you for your business, You can view or print your receipt from attachements.</p>
 <p>
-Receipt <strong>#{ReceiptNumber}</strong><br />
-Amount  : <strong>{ReceiptAmount}</strong></br />
+Receipt <strong>#{Receipt Number}</strong><br />
+Amount  : <strong>{Receipt Amount}</strong></br />
 </p>
 
 <p>
 <i>Regards</i><br />
-<i>{CompanyName}</i>
+<i>{Company Name}</i>
 </p>
 `;
 

packages/server/src/services/Sales/Receipts/utils.ts

@@ -1,9 +1,12 @@
-import { ISaleReceipt, ISaleReceiptBrandingTemplateAttributes } from "@/interfaces";
-import { contactAddressTextFormat } from "@/utils/address-text-format";
+import {
+  ISaleReceipt,
+  ISaleReceiptBrandingTemplateAttributes,
+} from '@/interfaces';
+import { contactAddressTextFormat } from '@/utils/address-text-format';
 
-
-
-export const transformReceiptToBrandingTemplateAttributes = (saleReceipt: ISaleReceipt): Partial<ISaleReceiptBrandingTemplateAttributes> => {
+export const transformReceiptToBrandingTemplateAttributes = (
+  saleReceipt: ISaleReceipt
+): Partial<ISaleReceiptBrandingTemplateAttributes> => {
   return {
     total: saleReceipt.formattedAmount,
     subtotal: saleReceipt.formattedSubtotal,
@@ -18,4 +21,13 @@ export const transformReceiptToBrandingTemplateAttributes = (saleReceipt: ISaleR
     receiptDate: saleReceipt.formattedReceiptDate,
     customerAddress: contactAddressTextFormat(saleReceipt.customer),
   };
-}
+};
+
+export const transformReceiptToMailDataArgs = (saleReceipt: any) => {
+  return {
+    'Customer Name': saleReceipt.customer.displayName,
+    'Receipt Number': saleReceipt.receiptNumber,
+    'Receipt Date': saleReceipt.formattedReceiptDate,
+    'Receipt Amount': saleReceipt.formattedAmount,
+  };
+};

packages/server/src/subscribers/events.ts

@@ -180,6 +180,7 @@ export default {
    * Sales estimates service.
    */
   saleEstimate: {
+    onViewed: 'onSaleEstimateViewed',
     onPdfViewed: 'onSaleEstimatePdfViewed',
 
     onCreating: 'onSaleEstimateCreating',
@@ -212,7 +213,7 @@ export default {
 
     onPreMailSend: 'onSaleEstimatePreMailSend',
     onMailSend: 'onSaleEstimateMailSend',
-    onMailSent: 'onSaleEstimateMailSend',
+    onMailSent: 'onSaleEstimateMailSent',
   },
 
   /**
@@ -751,4 +752,23 @@ export default {
     onCheckoutSessionCompleted: 'onStripeCheckoutSessionCompleted',
     onAccountUpdated: 'onStripeAccountUpdated',
   },
+
+  // Reports
+  reports: {
+    onBalanceSheetViewed: 'onBalanceSheetViewed',
+    onTrialBalanceSheetView: 'onTrialBalanceSheetViewed',
+    onProfitLossSheetViewed: 'onProfitLossSheetViewed',
+    onCashflowStatementViewed: 'onCashflowStatementViewed',
+    onGeneralLedgerViewed: 'onGeneralLedgerViewed',
+    onJournalViewed: 'onJounralViewed',
+    onReceivableAgingViewed: 'onReceivableAgingViewed',
+    onPayableAgingViewed: 'onPayableAgingViewed',
+    onCustomerBalanceSummaryViewed: 'onInventoryValuationViewed',
+    onVendorBalanceSummaryViewed: 'onVendorBalanceSummaryViewed',
+    onInventoryValuationViewed: 'onCustomerBalanceSummaryViewed',
+    onCustomerTransactionsViewed: 'onCustomerTransactionsViewed',
+    onVendorTransactionsViewed: 'onVendorTransactionsViewed',
+    onSalesByItemViewed: 'onSalesByItemViewed',
+    onPurchasesByItemViewed: 'onPurchasesByItemViewed',
+  },
 };

packages/server/src/utils/index.ts

@@ -406,7 +406,7 @@ export const runningAmount = (amount: number) => {
   };
 };
 
-export const formatSmsMessage = (message, args) => {
+export const formatSmsMessage = (message: string, args) => {
   let formattedMessage = message;
 
   Object.keys(args).forEach((key) => {

packages/webapp/package.json

@@ -4,7 +4,8 @@
   "private": true,
   "dependencies": {
     "@bigcapital/utils": "*",
-    "@blueprintjs-formik/core": "^0.3.6",
+    "@bigcapital/pdf-templates": "*",
+    "@blueprintjs-formik/core": "^0.3.7",
     "@blueprintjs-formik/datetime": "^0.3.7",
     "@blueprintjs-formik/select": "^0.3.5",
     "@blueprintjs/colors": "4.1.19",
@@ -37,9 +38,9 @@
     "@types/lodash": "^4.14.172",
     "@types/node": "^14.14.9",
     "@types/ramda": "^0.28.14",
-    "@types/react": "^16.14.28",
+    "@types/react": "18.3.4",
+    "@types/react-dom": "18.3.0",
     "@types/react-body-classname": "^1.1.7",
-    "@types/react-dom": "^16.9.16",
     "@types/react-helmet": "^6.1.11",
     "@types/react-redux": "^7.1.24",
     "@types/react-router-dom": "^5.3.3",
@@ -79,6 +80,7 @@
     "path-browserify": "^1.0.1",
     "plaid": "^9.3.0",
     "plaid-threads": "^11.4.3",
+    "polished": "^4.3.1",
     "prop-types": "15.8.1",
     "query-string": "^7.1.1",
     "ramda": "^0.27.1",

packages/webapp/src/components/DialogsContainer.tsx

@@ -45,7 +45,6 @@ import ProjectBillableEntriesFormDialog from '@/containers/Projects/containers/P
 import TaxRateFormDialog from '@/containers/TaxRates/dialogs/TaxRateFormDialog/TaxRateFormDialog';
 import { DialogsName } from '@/constants/dialogs';
 import InvoiceExchangeRateChangeDialog from '@/containers/Sales/Invoices/InvoiceForm/Dialogs/InvoiceExchangeRateChangeDialog';
-import InvoiceMailDialog from '@/containers/Sales/Invoices/InvoiceMailDialog/InvoiceMailDialog';
 import EstimateMailDialog from '@/containers/Sales/Estimates/EstimateMailDialog/EstimateMailDialog';
 import ReceiptMailDialog from '@/containers/Sales/Receipts/ReceiptMailDialog/ReceiptMailDialog';
 import PaymentMailDialog from '@/containers/Sales/PaymentsReceived/PaymentMailDialog/PaymentMailDialog';
@@ -144,7 +143,6 @@ export default function DialogsContainer() {
       <InvoiceExchangeRateChangeDialog
         dialogName={DialogsName.InvoiceExchangeRateChangeNotice}
       />
-      <InvoiceMailDialog dialogName={DialogsName.InvoiceMail} />
       <EstimateMailDialog dialogName={DialogsName.EstimateMail} />
       <ReceiptMailDialog dialogName={DialogsName.ReceiptMail} />
       <PaymentMailDialog dialogName={DialogsName.PaymentMail} />

packages/webapp/src/components/DrawersContainer.tsx

@@ -31,6 +31,7 @@ import { PaymentReceivedCustomizeDrawer } from '@/containers/Sales/PaymentsRecei
 import { BrandingTemplatesDrawer } from '@/containers/BrandingTemplates/BrandingTemplatesDrawer';
 
 import { DRAWERS } from '@/constants/drawers';
+import { InvoiceSendMailDrawer } from '@/containers/Sales/Invoices/InvoiceSendMailDrawer/InvoiceSendMailDrawer';
 
 /**
  * Drawers container of the dashboard.
@@ -79,6 +80,7 @@ export default function DrawersContainer() {
         name={DRAWERS.PAYMENT_RECEIVED_CUSTOMIZE}
       />
       <BrandingTemplatesDrawer name={DRAWERS.BRANDING_TEMPLATES} />
+      <InvoiceSendMailDrawer name={DRAWERS.INVOICE_SEND_MAIL} />
     </div>
   );
 }

packages/webapp/src/constants/drawers.ts

@@ -33,5 +33,6 @@ export enum DRAWERS {
   PAYMENT_RECEIVED_CUSTOMIZE = 'PAYMENT_RECEIVED_CUSTOMIZE',
   BRANDING_TEMPLATES = 'BRANDING_TEMPLATES',
   PAYMENT_INVOICE_PREVIEW = 'PAYMENT_INVOICE_PREVIEW',
-  STRIPE_PAYMENT_INTEGRATION_EDIT = 'STRIPE_PAYMENT_INTEGRATION_EDIT'
+  STRIPE_PAYMENT_INTEGRATION_EDIT = 'STRIPE_PAYMENT_INTEGRATION_EDIT',
+  INVOICE_SEND_MAIL = 'INVOICE_SEND_MAIL'
 }

packages/webapp/src/containers/Accounting/MakeJournal/MakeJournalEntriesForm.tsx

@@ -4,7 +4,7 @@ import { Formik, Form } from 'formik';
 import { Intent } from '@blueprintjs/core';
 import intl from 'react-intl-universal';
 import * as R from 'ramda';
-import { isEmpty, omit } from 'lodash';
+import { sumBy, round, isEmpty, omit } from 'lodash';
 import classNames from 'classnames';
 import { useHistory } from 'react-router-dom';
 
@@ -88,15 +88,17 @@ function MakeJournalEntriesForm({
     const entries = values.entries.filter(
       (entry) => entry.debit || entry.credit,
     );
+    // Updated getTotal function using lodash
     const getTotal = (type = 'credit') => {
-      return entries.reduce((total, item) => {
-        return item[type] ? item[type] + total : total;
-      }, 0);
+      return round(
+        sumBy(entries, (entry) => parseFloat(entry[type] || 0)),
+        2,
+      );
     };
     const totalCredit = getTotal('credit');
     const totalDebit = getTotal('debit');
 
-    // Validate the total credit should be eqials total debit.
+    // Validate the total credit should be equals total debit.
     if (totalCredit !== totalDebit) {
       AppToaster.show({
         message: intl.get('should_total_of_credit_and_debit_be_equal'),

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

@@ -75,7 +75,7 @@ function LoginFooterLinks() {
       )}
       <AuthFooterLink>
         <Link to={'/auth/send_reset_password'}>
-          <T id={'forget_my_password'} />
+          <T id={'forgot_my_password'} />
         </Link>
       </AuthFooterLink>
     </AuthFooterLinks>

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

@@ -99,7 +99,7 @@ function RegisterFooterLinks() {
 
       <AuthFooterLink>
         <Link to={'/auth/send_reset_password'}>
-          <T id={'forget_my_password'} />
+          <T id={'forgot_my_password'} />
         </Link>
       </AuthFooterLink>
     </AuthFooterLinks>

packages/webapp/src/containers/BrandingTemplates/BrandingTemplatesDrawer.tsx

@@ -23,8 +23,6 @@ function BrandingTemplatesDrawerRoot({
       isOpen={isOpen}
       name={name}
       payload={payload}
-      size={'600px'}
-      style={{ borderLeftColor: '#cbcbcb' }}
     >
       <DrawerSuspense>
         <BrandingTemplatesContent />

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

@@ -48,6 +48,7 @@ export const useBrandingTemplateFormInitialValues = <
 
   const brandingAttributes = {
     templateName: pdfTemplate?.templateName,
+    companyLogoUri: pdfTemplate?.companyLogoUri,
     ...pdfTemplate?.attributes,
   };
   return {
@@ -56,14 +57,16 @@ export const useBrandingTemplateFormInitialValues = <
   };
 };
 
-export const useBrandingState = (state?: Partial<BrandingState>): BrandingState => {
+export const useBrandingState = (
+  state?: Partial<BrandingState>,
+): BrandingState => {
   const { brandingTemplateState } = useBrandingTemplateBoot();
 
   return {
     ...brandingTemplateState,
-    ...state
-  }
-}
+    ...state,
+  };
+};
 
 export const getCustomizeDrawerNameFromResource = (resource: string) => {
   const pairs = {

packages/webapp/src/containers/Drawers/InvoiceDetailDrawer/InvoiceDetailActionsBar.tsx

@@ -47,6 +47,7 @@ function InvoiceDetailActionsBar({
   openAlert,
 
   // #withDrawerActions
+  openDrawer,
   closeDrawer,
 }) {
   const history = useHistory();
@@ -102,8 +103,9 @@ function InvoiceDetailActionsBar({
     openAlert('cancel-bad-debt', { invoiceId });
   };
 
+  // handle send mail button click.
   const handleMailInvoice = () => {
-    openDialog(DialogsName.InvoiceMail, { invoiceId });
+    openDrawer(DRAWERS.INVOICE_SEND_MAIL, { invoiceId });
   };
 
   const handleShareButtonClick = () => {

packages/webapp/src/containers/ElementCustomize/ElementCustomizeFields.tsx

@@ -37,8 +37,10 @@ export function ElementCustomizeFieldsMain() {
     <Stack spacing={0} className={styles.mainFields}>
       <ElementCustomizeHeader label={'Customize'} />
 
-      <Stack spacing={0} style={{ flex: '1 1 auto', overflow: 'auto' }}>
-        <Box style={{ flex: '1 1' }}>{CustomizeTabPanel}</Box>
+      <Stack spacing={0} flex="1 1 auto" overflow="auto">
+        <Box flex={'1 1'} overflow="auto">
+          {CustomizeTabPanel}
+        </Box>
         <ElementCustomizeFooterActions />
       </Stack>
     </Stack>

packages/webapp/src/containers/ElementCustomize/ElementCustomizePreviewContent.tsx

@@ -1,19 +1,12 @@
-import { Box } from '@/components';
+import { Box, Stack } from '@/components';
 import { useElementCustomizeContext } from './ElementCustomizeProvider';
 
 export function ElementCustomizePreviewContent() {
   const { PaperTemplate } = useElementCustomizeContext();
 
   return (
-    <Box
-      style={{
-        padding: '28px 24px 40px',
-        backgroundColor: '#F5F5F5',
-        overflow: 'auto',
-        flex: '1',
-      }}
-    >
+    <Stack backgroundColor="#F5F5F5" overflow="auto" flex="1 1 0%" spacing={0}>
       {PaperTemplate}
-    </Box>
+    </Stack>
   );
 }

packages/webapp/src/containers/PaymentPortal/InvoicePaymentPagePreview.tsx

@@ -0,0 +1,24 @@
+import { InvoicePaymentPage, PaymentPageProps } from './PaymentPage';
+
+export interface InvoicePaymentPagePreviewProps
+  extends Partial<PaymentPageProps> { }
+
+export function InvoicePaymentPagePreview(
+  props: InvoicePaymentPagePreviewProps,
+) {
+  return (
+    <InvoicePaymentPage
+      paidAmount={'$1,000.00'}
+      dueDate={'20 Sep 2024'}
+      total={'$1,000.00'}
+      subtotal={'$1,000.00'}
+      dueAmount={'$1,000.00'}
+      customerName={'Ahmed Bouhuolia'}
+      organizationName={'Bigcapital Technology, Inc.'}
+      invoiceNumber={'INV-000001'}
+      companyLogoUri={' '}
+      organizationAddress={' '}
+      {...props}
+    />
+  );
+}

packages/webapp/src/containers/PaymentPortal/PaymentPage.tsx

@@ -0,0 +1,259 @@
+import { Text, Classes, Button, Intent, ButtonProps } from '@blueprintjs/core';
+import clsx from 'classnames';
+import { css } from '@emotion/css';
+import { lighten } from 'polished';
+import { Box, Group, Stack } from '@/components';
+import styles from './PaymentPortal.module.scss';
+
+export interface PaymentPageProps {
+  // # Company name
+  companyLogoUri: string;
+  organizationName: string;
+  organizationAddress: string;
+
+  // # Colors
+  primaryColor?: string;
+
+  // # Customer name
+  customerName: string;
+  customerAddress?: string;
+
+  // # Subtotal
+  subtotal: string;
+  subtotalLabel?: string;
+
+  // # Total
+  total: string;
+  totalLabel?: string;
+
+  // # Due date
+  dueDate: string;
+
+  // # Paid amount
+  paidAmount: string;
+  paidAmountLabel?: string;
+
+  // # Due amount
+  dueAmount: string;
+  dueAmountLabel?: string;
+
+  // # Download invoice button
+  downloadInvoiceBtnLabel?: string;
+  downloadInvoiceButtonProps?: Partial<ButtonProps>;
+
+  // # View invoice button
+  viewInvoiceLabel?: string;
+  viewInvoiceButtonProps?: Partial<ButtonProps>;
+
+  // # Invoice number
+  invoiceNumber: string;
+  invoiceNumberLabel?: string;
+
+  // # Pay button
+  showPayButton?: boolean;
+  payButtonLabel?: string;
+  payInvoiceButtonProps?: Partial<ButtonProps>;
+
+  // # Buy note
+  buyNote?: string;
+
+  // # Copyright
+  copyrightText?: string;
+
+  classNames?: Record<string, string>
+}
+
+export function InvoicePaymentPage({
+  // # Company
+  companyLogoUri,
+  organizationName,
+  organizationAddress,
+
+  // # Colors
+  primaryColor = 'rgb(0, 82, 204)',
+
+  // # Customer
+  customerName,
+  customerAddress,
+
+  // # Subtotal
+  subtotal,
+  subtotalLabel = 'Subtotal',
+
+  // # Total
+  total,
+  totalLabel = 'Total',
+
+  // # Due date
+  dueDate,
+
+  // # Paid amount
+  paidAmount,
+  paidAmountLabel = 'Paid Amount (-)',
+
+  // # Invoice number
+  invoiceNumber,
+  invoiceNumberLabel = 'Invoice #',
+
+  // # Download invoice button
+  downloadInvoiceBtnLabel = 'Download Invoice',
+  downloadInvoiceButtonProps,
+
+  // # View invoice button
+  viewInvoiceLabel = 'View Invoice',
+  viewInvoiceButtonProps,
+
+  // # Due amount
+  dueAmount,
+  dueAmountLabel = 'Due Amount',
+
+  // # Pay button
+  showPayButton = true,
+  payButtonLabel = 'Pay {total}',
+  payInvoiceButtonProps,
+
+  // # Buy note
+  buyNote = 'By confirming your payment, you allow Bigcapital Technology, Inc. to charge you for this payment and save your payment information in accordance with their terms.',
+
+  // # Copyright
+  copyrightText = `© 2024 Bigcapital Technology, Inc. <br /> All rights reserved.`,
+  classNames,
+}: PaymentPageProps) {
+  return (
+    <Box className={clsx(styles.root, classNames?.root)}>
+      <Stack spacing={0} className={styles.body}>
+        <Stack>
+          <Group spacing={10}>
+            {companyLogoUri && (
+              <Box
+                className={styles.companyLogoWrap}
+                style={{
+                  backgroundImage: `url(${companyLogoUri})`,
+                }}
+              ></Box>
+            )}
+            <Text>{organizationName}</Text>
+          </Group>
+
+          <Stack spacing={6}>
+            <h1 className={clsx(styles.bigTitle, classNames?.bigTitle)}>
+              {organizationName} Sent an Invoice for {total}
+            </h1>
+            <Group spacing={10}>
+              <Text className={clsx(Classes.TEXT_MUTED, styles.invoiceDueDate)}>
+                Invoice due {dueDate}{' '}
+              </Text>
+            </Group>
+          </Stack>
+
+          <Stack className={styles.address} spacing={2}>
+            <Box className={styles.customerName}>{customerName}</Box>
+
+            {customerAddress && (
+              <Box dangerouslySetInnerHTML={{ __html: customerAddress }} />
+            )}
+          </Stack>
+
+          <h2 className={styles.invoiceNumber}>
+            {invoiceNumberLabel} {invoiceNumber}
+          </h2>
+
+          <Stack spacing={0} className={styles.totals}>
+            <Group
+              position={'apart'}
+              className={clsx(styles.totalItem, styles.borderBottomGray)}
+            >
+              <Text>{subtotalLabel}</Text>
+              <Text>{subtotal}</Text>
+            </Group>
+
+            <Group position={'apart'} className={styles.totalItem}>
+              <Text>{totalLabel}</Text>
+              <Text style={{ fontWeight: 500 }}>{total}</Text>
+            </Group>
+            {/* 
+            {sharableLinkMeta?.taxes?.map((tax, key) => (
+              <Group key={key} position={'apart'} className={styles.totalItem}>
+                <Text>{tax?.name}</Text>
+                <Text>{tax?.taxRateAmountFormatted}</Text>
+              </Group>
+            ))} */}
+            <Group
+              position={'apart'}
+              className={clsx(styles.totalItem, styles.borderBottomGray)}
+            >
+              <Text>{paidAmountLabel}</Text>
+              <Text>{paidAmount}</Text>
+            </Group>
+
+            <Group
+              position={'apart'}
+              className={clsx(styles.totalItem, styles.borderBottomDark)}
+            >
+              <Text>{dueAmountLabel}</Text>
+              <Text style={{ fontWeight: 500 }}>{dueAmount}</Text>
+            </Group>
+          </Stack>
+        </Stack>
+
+        <Stack spacing={8} className={styles.footerButtons}>
+          <Button
+            minimal
+            className={clsx(styles.footerButton, styles.downloadInvoiceButton)}
+            {...downloadInvoiceButtonProps}
+          >
+            {downloadInvoiceBtnLabel}
+          </Button>
+
+          <Button
+            className={clsx(styles.footerButton, styles.viewInvoiceButton)}
+            {...viewInvoiceButtonProps}
+          >
+            {viewInvoiceLabel}
+          </Button>
+
+          {showPayButton && (
+            <Button
+              intent={Intent.PRIMARY}
+              className={clsx(
+                styles.footerButton,
+                styles.buyButton,
+                css`
+                  &.bp4-intent-primary {
+                    background-color: ${primaryColor};
+
+                    &:hover,
+                    &:focus {
+                      background-color: ${lighten(0.1, primaryColor)};
+                    }
+                  }
+                `,
+              )}
+              {...payInvoiceButtonProps}
+            >
+              {payButtonLabel.replace('{total}', total)}
+            </Button>
+          )}
+        </Stack>
+
+        {buyNote && (
+          <Text className={clsx(Classes.TEXT_MUTED, styles.buyNote)}>
+            {buyNote}
+          </Text>
+        )}
+      </Stack>
+
+      <Stack spacing={18} className={styles.footer}>
+        <Box dangerouslySetInnerHTML={{ __html: organizationAddress }}></Box>
+
+        {copyrightText && (
+          <Stack
+            spacing={0}
+            className={styles.footerText}
+            dangerouslySetInnerHTML={{ __html: copyrightText }}
+          ></Stack>
+        )}
+      </Stack>
+    </Box>
+  );
+}

packages/webapp/src/containers/PaymentPortal/PaymentPortal.module.scss

@@ -7,7 +7,6 @@
   border-radius: 10px;
   box-shadow: 0 0 10px 0 rgba(0, 0, 0, 0.1);
   width: 600px;
-  margin: 40px auto;
   color: #222;
   background-color: #fff;
 }
@@ -28,6 +27,7 @@
   font-weight: 500;
   color: #222;
   font-size: 26px;
+  line-height: 1.35;
 }
 
 .invoiceDueDate{

packages/webapp/src/containers/PaymentPortal/PaymentPortal.tsx

@@ -62,7 +62,7 @@ export function PaymentPortal() {
   };
 
   return (
-    <Box className={styles.root}>
+    <Box className={styles.root} my={'40px'} mx={'auto'}>
       <Stack spacing={0} className={styles.body}>
         <Stack>
           <Group spacing={10}>

packages/webapp/src/containers/Preferences/PaymentMethods/drawers/StripeIntegrationEditBoot.tsx

@@ -29,7 +29,13 @@ export const useStripeIntegrationEditBoot = () => {
   return context;
 };
 
-export const StripeIntegrationEditBoot: React.FC = ({ children }) => {
+interface StripeIntegrationEditBootProps {
+  children: React.ReactNode;
+}
+
+export const StripeIntegrationEditBoot: React.FC<
+  StripeIntegrationEditBootProps
+> = ({ children }) => {
   const {
     payload: { stripePaymentMethodId },
   } = useDrawerContext();

packages/webapp/src/containers/Sales/CreditNotes/CreditNoteCustomize/CreditNoteCustomizeDrawer.tsx

@@ -19,7 +19,12 @@ function CreditNoteCustomizeDrawerRoot({
   payload,
 }) {
   return (
-    <Drawer isOpen={isOpen} name={name} payload={payload} size={'100%'}>
+    <Drawer
+      isOpen={isOpen}
+      name={name}
+      payload={payload}
+      size={'calc(100% - 10px)'}
+    >
       <DrawerSuspense>
         <CreditNoteCustomizeDrawerBody />
       </DrawerSuspense>

packages/webapp/src/containers/Sales/Estimates/EstimateCustomize/EstimateCustomizeDrawer.tsx

@@ -20,7 +20,12 @@ function EstimateCustomizeDrawerRoot({
   payload,
 }) {
   return (
-    <Drawer isOpen={isOpen} name={name} payload={payload} size={'100%'}>
+    <Drawer
+      isOpen={isOpen}
+      name={name}
+      payload={payload}
+      size={'calc(100% - 10px)'}
+    >
       <DrawerSuspense>
         <EstimateCustomizeDrawerBody />
       </DrawerSuspense>

packages/webapp/src/containers/Sales/Estimates/EstimateMailDialog/EstimateMailDialogForm.tsx

@@ -32,7 +32,7 @@ function EstimateMailDialogFormRoot({
   closeDialog,
 }) {
   const { mutateAsync: sendEstimateMail } = useSendSaleEstimateMail();
-  const { mailOptions, saleEstimateId, redirectToEstimatesList } =
+  const { mailOptions, saleEstimateId, } =
     useEstimateMailDialogBoot();
 
   const initialValues = transformMailFormToInitialValues(

packages/webapp/src/containers/Sales/Estimates/EstimateMailDialog/EstimateMailDialogFormContent.tsx

@@ -25,8 +25,8 @@ export function EstimateMailDialogFormContent({
     <Form>
       <div className={Classes.DIALOG_BODY}>
         <MailNotificationForm
-          fromAddresses={mailOptions.from_addresses}
-          toAddresses={mailOptions.to_addresses}
+          fromAddresses={mailOptions.from_options}
+          toAddresses={mailOptions.to_options}
         />
         <AttachFormGroup name={'attachEstimate'} inline>
           <FSwitch name={'attachEstimate'} label={'Attach Estimate'} />

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/InvoiceCustomizeContent.tsx

@@ -1,10 +1,5 @@
-import React from 'react';
-import * as R from 'ramda';
-import { useFormikContext } from 'formik';
-import {
-  InvoicePaperTemplate,
-  InvoicePaperTemplateProps,
-} from './InvoicePaperTemplate';
+import { lazy, Suspense } from 'react';
+import { Spinner, Tab } from '@blueprintjs/core';
 import {
   ElementCustomize,
   ElementCustomizeContent,
@@ -16,9 +11,27 @@ import { InvoiceCustomizeSchema } from './InvoiceCustomizeForm.schema';
 import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
 import { useDrawerActions } from '@/hooks/state';
 import { BrandingTemplateForm } from '@/containers/BrandingTemplates/BrandingTemplateForm';
-import { useElementCustomizeContext } from '@/containers/ElementCustomize/ElementCustomizeProvider';
 import { initialValues } from './constants';
 import { useIsTemplateNamedFilled } from '@/containers/BrandingTemplates/utils';
+import { InvoiceCustomizeTabs } from './InvoiceCustomizeTabs';
+
+const InvoiceCustomizePaymentPreview = lazy(() =>
+  import('./InvoiceCustomizePaymentPreview').then((module) => ({
+    default: module.InvoiceCustomizePaymentPreview,
+  })),
+);
+
+const InvoiceCustomizeMailReceiptPreview = lazy(() =>
+  import('./InvoiceCustomizeMailReceiptPreview').then((module) => ({
+    default: module.InvoiceCustomizeMailReceiptPreview,
+  })),
+);
+
+const InvoiceCustomizePdfPreview = lazy(() =>
+  import('./InvoiceCustomizePdfPreview').then((module) => ({
+    default: module.InvoiceCustomizePdfPreview,
+  })),
+);
 
 /**
  * Invoice branding template customize.
@@ -56,7 +69,39 @@ function InvoiceCustomizeFormContent() {
   return (
     <ElementCustomizeContent>
       <ElementCustomize.PaperTemplate>
-        <InvoicePaperTemplateFormConnected />
+        <InvoiceCustomizeTabs
+          defaultSelectedTabId={'pdf-document'}
+          id={'customize-preview-tabs'}
+          renderActiveTabPanelOnly
+        >
+          <Tab
+            id="pdf-document"
+            title={'PDF document'}
+            panel={
+              <Suspense fallback={<Spinner />}>
+                <InvoiceCustomizePdfPreview />
+              </Suspense>
+            }
+          />
+          <Tab
+            id={'payment-page'}
+            title={'Payment page'}
+            panel={
+              <Suspense fallback={<Spinner />}>
+                <InvoiceCustomizePaymentPreview />
+              </Suspense>
+            }
+          />
+          <Tab
+            id={'email-receipt'}
+            title={'Email receipt'}
+            panel={
+              <Suspense fallback={<Spinner />}>
+                <InvoiceCustomizeMailReceiptPreview mx={'auto'} />
+              </Suspense>
+            }
+          />
+        </InvoiceCustomizeTabs>
       </ElementCustomize.PaperTemplate>
 
       <ElementCustomize.FieldsTab id={'general'} label={'General'}>
@@ -73,28 +118,3 @@ function InvoiceCustomizeFormContent() {
     </ElementCustomizeContent>
   );
 }
-
-/**
- * Injects the `InvoicePaperTemplate` component props from the form and branding states.
- * @param Component
- * @returns {JSX.Element}
- */
-const withInvoicePreviewTemplateProps = <P extends object>(
-  Component: React.ComponentType<P>,
-) => {
-  return (props: Omit<P, keyof InvoicePaperTemplateProps>) => {
-    const { values } = useFormikContext<InvoiceCustomizeFormValues>();
-    const { brandingState } = useElementCustomizeContext();
-
-    const mergedProps: InvoicePaperTemplateProps = {
-      ...brandingState,
-      ...values,
-    };
-
-    return <Component {...(props as P)} {...mergedProps} />;
-  };
-};
-
-export const InvoicePaperTemplateFormConnected = R.compose(
-  withInvoicePreviewTemplateProps,
-)(InvoicePaperTemplate);

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/InvoiceCustomizeDrawer.tsx

@@ -17,7 +17,12 @@ function InvoiceCustomizeDrawerRoot({
   payload,
 }) {
   return (
-    <Drawer isOpen={isOpen} name={name} size={'100%'} payload={payload}>
+    <Drawer
+      isOpen={isOpen}
+      name={name}
+      payload={payload}
+      size={'calc(100% - 10px)'}
+    >
       <DrawerSuspense>
         <InvoiceCustomize />
       </DrawerSuspense>

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/InvoiceCustomizeGeneralFields.tsx

@@ -1,5 +1,6 @@
 // @ts-nocheck
 import { Classes, Text } from '@blueprintjs/core';
+import { Link } from 'react-router-dom';
 import {
   FFormGroup,
   FieldRequiredHint,
@@ -13,7 +14,6 @@ import { CreditCardIcon } from '@/icons/CreditCardIcon';
 import { Overlay } from './Overlay';
 import { useIsTemplateNamedFilled } from '@/containers/BrandingTemplates/utils';
 import { BrandingCompanyLogoUploadField } from '@/containers/ElementCustomize/components/BrandingCompanyLogoUploadField';
-import { Link } from 'react-router-dom';
 import { MANAGE_LINK_URL } from './constants';
 import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
 import { useDrawerActions } from '@/hooks/state';

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/InvoiceCustomizeMailReceiptPreview.tsx

@@ -0,0 +1,35 @@
+import * as R from 'ramda';
+import { useFormikContext } from 'formik';
+import { InvoicePaymentPagePreviewProps } from '@/containers/PaymentPortal/InvoicePaymentPagePreview';
+import { InvoiceCustomizeFormValues } from './types';
+import { useElementCustomizeContext } from '@/containers/ElementCustomize/ElementCustomizeProvider';
+import { InvoiceMailReceiptPreview } from './InvoiceMailReceiptPreview';
+import { Box } from '@/components';
+
+const withInvoiceMailReceiptPreviewConnected = <P extends Object>(
+  Component: React.ComponentType<P>,
+) => {
+  return (props: Omit<P, keyof InvoicePaymentPagePreviewProps>) => {
+    const { values } = useFormikContext<InvoiceCustomizeFormValues>();
+    const { brandingState } = useElementCustomizeContext();
+
+    const mergedBrandingState = {
+      ...brandingState,
+      ...values,
+    };
+    const mergedProps: InvoicePaymentPagePreviewProps = {
+      companyLogoUri: mergedBrandingState?.companyLogoUri,
+      primaryColor: mergedBrandingState?.primaryColor,
+      // organizationAddress: mergedBrandingState,
+    };
+    return (
+      <Box px={4} pt={8} pb={16}>
+        <Component {...(props as P)} {...mergedProps} />
+      </Box>
+    );
+  };
+};
+
+export const InvoiceCustomizeMailReceiptPreview = R.compose(
+  withInvoiceMailReceiptPreviewConnected,
+)(InvoiceMailReceiptPreview);

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/InvoiceCustomizePaymentPreview.tsx

@@ -0,0 +1,52 @@
+import * as R from 'ramda';
+import { useFormikContext } from 'formik';
+import { css } from '@emotion/css';
+import {
+  InvoicePaymentPagePreview,
+  InvoicePaymentPagePreviewProps,
+} from '@/containers/PaymentPortal/InvoicePaymentPagePreview';
+import { useElementCustomizeContext } from '@/containers/ElementCustomize/ElementCustomizeProvider';
+import { InvoiceCustomizeFormValues } from './types';
+import { Box } from '@/components';
+
+const withInvoicePaymentPreviewPageProps = <P extends Object>(
+  Component: React.ComponentType<P>,
+) => {
+  return (props: Omit<P, keyof InvoicePaymentPagePreviewProps>) => {
+    const { values } = useFormikContext<InvoiceCustomizeFormValues>();
+    const { brandingState } = useElementCustomizeContext();
+
+    const mergedBrandingState = {
+      ...brandingState,
+      ...values,
+    };
+    const mergedProps: InvoicePaymentPagePreviewProps = {
+      companyLogoUri: mergedBrandingState?.companyLogoUri,
+      primaryColor: mergedBrandingState?.primaryColor,
+    };
+    return (
+      <Box px={4} pt={8} pb={16}>
+        <Component
+          {...(props as P)}
+          {...mergedProps}
+          classNames={{
+            root: css`
+              margin: 0 auto;
+              border-radius: 5px !important;
+              transform: scale(0.9);
+              transform-origin: top;
+              boxshadow: 0 10px 15px rgba(0, 0, 0, 0.05) !important;
+            `,
+            bigTitle: css`
+              color: #333 !important;
+            `,
+          }}
+        />
+      </Box>
+    );
+  };
+};
+
+export const InvoiceCustomizePaymentPreview = R.compose(
+  withInvoicePaymentPreviewPageProps,
+)(InvoicePaymentPagePreview);

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/InvoiceCustomizePdfPreview.tsx

@@ -0,0 +1,37 @@
+import * as R from 'ramda';
+import { useFormikContext } from 'formik';
+import {
+  InvoicePaperTemplate,
+  InvoicePaperTemplateProps,
+} from './InvoicePaperTemplate';
+import { useElementCustomizeContext } from '@/containers/ElementCustomize/ElementCustomizeProvider';
+import { InvoiceCustomizeFormValues } from './types';
+import { Box } from '@/components';
+
+/**
+ * Injects the `InvoicePaperTemplate` component props from the form and branding states.
+ * @param {React.ComponentType<P>} Component
+ * @returns {JSX.Element}
+ */
+const withInvoicePreviewTemplateProps = <P extends object>(
+  Component: React.ComponentType<P>,
+) => {
+  return (props: Omit<P, keyof InvoicePaperTemplateProps>) => {
+    const { values } = useFormikContext<InvoiceCustomizeFormValues>();
+    const { brandingState } = useElementCustomizeContext();
+
+    const mergedProps: InvoicePaperTemplateProps = {
+      ...brandingState,
+      ...values,
+    };
+    return (
+      <Box px={4} py={6}>
+        <Component {...(props as P)} {...mergedProps} />
+      </Box>
+    );
+  };
+};
+
+export const InvoiceCustomizePdfPreview = R.compose(
+  withInvoicePreviewTemplateProps,
+)(InvoicePaperTemplate);

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/InvoiceCustomizeTabs.tsx

@@ -0,0 +1,37 @@
+import { css } from '@emotion/css';
+import { Tabs, TabsProps } from '@blueprintjs/core';
+
+interface InvoiceCustomizeTabsProps extends TabsProps {}
+
+export function InvoiceCustomizeTabs(props: InvoiceCustomizeTabsProps) {
+  return (
+    <Tabs
+      className={css`
+        overflow: hidden;
+        flex: 1 1;
+        display: flex;
+        flex-direction: column;
+
+        .bp4-tab-list {
+          padding: 0 20px;
+          background: #fff;
+          border-bottom: 1px solid #dcdcdd;
+        }
+        .bp4-tab {
+          line-height: 40px;
+        }
+        .bp4-tab:not([aria-selected='true']) {
+          color: #5f6b7c;
+        }
+        .bp4-tab-indicator-wrapper .bp4-tab-indicator {
+          height: 2px;
+        }
+        .bp4-tab-panel{
+          margin: 0;
+          overflow: auto;
+        }
+      `}
+      {...props}
+    />
+  );
+}

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/InvoiceMailReceipt.tsx

@@ -0,0 +1,197 @@
+import { Button, Intent } from '@blueprintjs/core';
+import { css } from '@emotion/css';
+import { x } from '@xstyled/emotion';
+import { lighten } from 'polished';
+import { Group, Stack, StackProps } from '@/components';
+
+export interface InvoiceMailReceiptProps extends StackProps {
+  // # Company
+  companyName: string;
+  companyLogoUri?: string;
+
+  // # Colors
+  primaryColor?: string;
+
+  // # Due date
+  dueDate: string;
+  dueDateLabel?: string;
+
+  // # Due amount
+  dueAmountLabel?: string;
+  dueAmount: string;
+
+  // # Total
+  total: string;
+  totalLabel?: string;
+
+  // # Invoice number
+  invoiceNumber: string;
+  invoiceNumberLabel?: string;
+
+  // # Mail message
+  message: string;
+
+  // # Invoice items
+  items?: Array<{ label: string; total: string; quantity: string | number }>;
+
+  // # View invoice button
+  showViewInvoiceButton?: boolean;
+  viewInvoiceButtonLabel?: string;
+  viewInvoiceButtonOnClick?: () => void;
+}
+
+export function InvoiceMailReceipt({
+  // Company
+  companyName,
+  companyLogoUri,
+
+  // # Colors
+  primaryColor = 'rgb(0, 82, 204)',
+
+  // Due date
+  dueDate,
+  dueDateLabel = 'Due',
+
+  // Due amount
+  dueAmountLabel = 'Due Amount',
+  dueAmount,
+
+  // Total
+  total,
+  totalLabel = 'Total',
+
+  // Invoice number
+  invoiceNumber,
+  invoiceNumberLabel = 'Invoice #',
+
+  // Invoice message
+  message,
+
+  // Invoice items
+  items,
+
+  // View invoice button
+  showViewInvoiceButton = true,
+  viewInvoiceButtonLabel = 'View Invoice',
+  viewInvoiceButtonOnClick,
+  ...restProps
+}: InvoiceMailReceiptProps) {
+  return (
+    <Stack
+      bg="white"
+      w={'100%'}
+      maxWidth={'500px'}
+      p={'35px 25px'}
+      borderRadius={'5px'}
+      boxShadow={'0 10px 15px rgba(0, 0, 0, 0.05)'}
+      color={'black'}
+      {...restProps}
+    >
+      <Stack spacing={16} textAlign={'center'}>
+        {companyLogoUri && (
+          <x.div
+            h="90px"
+            w="90px"
+            mx="auto"
+            borderRadius="3px"
+            backgroundRepeat="no-repeat"
+            backgroundPosition="center center"
+            backgroundSize="contain"
+            backgroundImage={`url("${companyLogoUri}")`}
+          ></x.div>
+        )}
+        <Stack spacing={8}>
+          <x.h1 m={0} fontSize={'18px'} fontWeight={500} color="#404854">
+            {companyName}
+          </x.h1>
+
+          <x.h3 color="#383E47" fontWeight={500}>
+            {total}
+          </x.h3>
+
+          <x.span fontSize={'13px'} color="#404854">
+            {invoiceNumberLabel} {invoiceNumber}
+          </x.span>
+
+          <x.span fontSize={'13px'} color="#404854">
+            {dueDateLabel} {dueDate}
+          </x.span>
+        </Stack>
+      </Stack>
+
+      <x.p m={0} whiteSpace={'pre-line'} color="#252A31">
+        {message}
+      </x.p>
+
+      {showViewInvoiceButton && (
+        <Button
+          large
+          intent={Intent.PRIMARY}
+          className={css`
+            &.bp4-intent-primary {
+              background-color: ${primaryColor};
+
+              &:hover,
+              &:focus {
+                background-color: ${lighten(0.1, primaryColor)};
+              }
+            }
+            &.bp4-large {
+              min-height: 38px;
+            }
+          `}
+          onClick={viewInvoiceButtonOnClick}
+        >
+          {viewInvoiceButtonLabel}
+        </Button>
+      )}
+
+      <Stack spacing={0}>
+        {items?.map((item, key) => (
+          <Group
+            key={key}
+            h={'40px'}
+            position={'apart'}
+            borderBottomStyle="solid"
+            borderBottomWidth={'1px'}
+            borderBottomColor={'#D9D9D9'}
+            borderTopStyle="solid"
+            borderTopColor={'#D9D9D9'}
+            borderTopWidth={'1px'}
+          >
+            <x.span>{item.label}</x.span>
+            <x.span>
+              {item.quantity} x {item.total}
+            </x.span>
+          </Group>
+        ))}
+
+        <Group
+          h={'40px'}
+          position={'apart'}
+          borderBottomStyle="solid"
+          borderBottomWidth={'1px'}
+          borderColor={'#000'}
+        >
+          <x.span fontWeight={500}>{totalLabel}</x.span>
+          <x.span fontWeight={600} fontSize={15}>
+            {total}
+          </x.span>
+        </Group>
+
+        <Group
+          h={'40px'}
+          position={'apart'}
+          borderBottomStyle="solid"
+          borderBottomWidth={'1px'}
+          borderBottomColor={'#000'}
+        >
+          <x.span fontWeight={500}>{dueAmountLabel}</x.span>
+          <x.span fontWeight={600} fontSize={15}>
+            {dueAmount}
+          </x.span>
+        </Group>
+      </Stack>
+    </Stack>
+  );
+}

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/InvoiceMailReceiptPreview.tsx

@@ -0,0 +1,38 @@
+import {
+  InvoiceMailReceipt,
+  InvoiceMailReceiptProps,
+} from './InvoiceMailReceipt';
+
+export interface InvoiceMailReceiptPreviewProps
+  extends Partial<InvoiceMailReceiptProps> {}
+
+const receiptMessage = `Hi Ahmed,
+
+Here’s invoice INV-0002 for AED 0.00
+
+The amount outstanding of AED $100,00 is due on 2 October 2024
+
+View your bill online From your online you can print a PDF or pay your outstanding bills,
+
+If you have any questions, please let us know,
+
+Thanks,
+Mohamed
+`;
+
+export function InvoiceMailReceiptPreview(
+  props: InvoiceMailReceiptPreviewProps,
+) {
+  const propsWithDefaults = {
+    message: receiptMessage,
+    companyName: 'Bigcapital Technology, Inc.',
+    total: '$1,000.00',
+    invoiceNumber: 'INV-0001',
+    dueDate: '2 Oct 2024',
+    dueAmount: '$1,000.00',
+    items: [{ label: 'Web development', total: '$1000.00', quantity: 1 }],
+    companyLogoUri: ' ',
+    ...props,
+  };
+  return <InvoiceMailReceipt {...propsWithDefaults} />;
+}