Merge pull request #628 from bigcapitalhq/fix-webapp-env-variables

fix: Make webapp package env variables dynamic

packages/server/src/api/controllers/Banking/ExcludeBankTransactionsController.ts

@@ -46,6 +46,10 @@ export class ExcludeBankTransactionsController extends BaseController {
         query('account_id').optional().isNumeric().toInt(),
         query('page').optional().isNumeric().toInt(),
         query('page_size').optional().isNumeric().toInt(),
+        query('min_date').optional({ nullable: true }).isISO8601().toDate(),
+        query('max_date').optional({ nullable: true }).isISO8601().toDate(),
+        query('min_amount').optional({ nullable: true }).isFloat().toFloat(),
+        query('max_amount').optional({ nullable: true }).isFloat().toFloat(),
       ],
       this.validationResult,
       this.getExcludedBankTransactions.bind(this)

packages/server/src/api/controllers/Banking/RecognizedTransactionsController.ts

@@ -21,6 +21,10 @@ export class RecognizedTransactionsController extends BaseController {
         query('page').optional().isNumeric().toInt(),
         query('page_size').optional().isNumeric().toInt(),
         query('account_id').optional().isNumeric().toInt(),
+        query('min_date').optional({ nullable: true }).isISO8601().toDate(),
+        query('max_date').optional({ nullable: true }).isISO8601().toDate(),
+        query('min_amount').optional({ nullable: true }).isFloat().toFloat(),
+        query('max_amount').optional({ nullable: true }).isFloat().isFloat(),
       ],
       this.validationResult,
       this.getRecognizedTransactions.bind(this)

packages/server/src/api/controllers/Cashflow/NewCashflowTransaction.ts

@@ -84,6 +84,10 @@ export default class NewCashflowTransactionController extends BaseController {
       param('id').exists().isNumeric().toInt(),
       query('page').optional().isNumeric().toInt(),
       query('page_size').optional().isNumeric().toInt(),
+      query('min_date').optional({ nullable: true }).isISO8601().toDate(),
+      query('max_date').optional({ nullable: true }).isISO8601().toDate(),
+      query('min_amount').optional({ nullable: true }).isFloat().toFloat(),
+      query('max_amount').optional({ nullable: true }).isFloat().toFloat(),
     ];
   }
 

packages/server/src/api/controllers/Subscription/SubscriptionController.ts

@@ -113,7 +113,7 @@ export class SubscriptionController extends BaseController {
     const { tenantId } = req;
 
     try {
-      await this.subscriptionApp.cancelSubscription(tenantId, '455610');
+      await this.subscriptionApp.cancelSubscription(tenantId);
 
       return res.status(200).send({
         status: 200,

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

@@ -35,7 +35,7 @@ export class Webhooks extends BaseController {
    */
   public async lemonWebhooks(req: Request, res: Response, next: NextFunction) {
     const data = req.body;
-    const signature = req.headers['x-signature'] ?? '';
+    const signature = req.headers['x-signature'] as string ?? '';
     const rawBody = req.rawBody;
 
     try {

packages/server/src/config/index.ts

@@ -246,8 +246,11 @@ module.exports = {
     apiKey: process.env.LOOPS_API_KEY,
   },
 
-  oneClickDemoAccounts: parseBoolean(
+  /**
-    process.env.ONE_CLICK_DEMO_ACCOUNTS,
+   * One-click demo accounts.
-    false
+   */
-  ),
+  oneClickDemoAccounts: {
+    enable: parseBoolean(process.env.ONE_CLICK_DEMO_ACCOUNTS, false),
+    demoUrl: process.env.ONE_CLICK_DEMO_ACCOUNTS_URL || '',
+  },
 };

packages/server/src/database/seeds/core/20200810121809_seed_settings.ts

@@ -15,6 +15,7 @@ export default class SeedSettings extends TenantSeeder {
 
       // Manual journals settings.
       { group: 'manual_journals', key: 'next_number', value: '00001' },
+      { group: 'manual_journals', key: 'number_prefix', value: 'J-' },
       { group: 'manual_journals', key: 'auto_increment', value: true },
 
       // Sale invoices settings.

packages/server/src/interfaces/Authentication.ts

@@ -76,6 +76,10 @@ export interface IAuthSendedResetPassword {
 
 export interface IAuthGetMetaPOJO {
   signupDisabled: boolean;
+  oneClickDemo: {
+    enable: boolean;
+    demoUrl: string;
+  };
 }
 
 export interface IAuthSignUpVerifingEventPayload {

packages/server/src/interfaces/CashflowService.ts

@@ -167,11 +167,18 @@ export interface CategorizeTransactionAsExpenseDTO {
 export interface IGetUncategorizedTransactionsQuery {
   page?: number;
   pageSize?: number;
+  minDate?: Date;
+  maxDate?: Date;
+  minAmount?: number;
+  maxAmount?: number;
 }
 
-
 export interface IGetRecognizedTransactionsQuery {
   page?: number;
   pageSize?: number;
   accountId?: number;
+  minDate?: Date;
+  maxDate?: Date;
+  minAmount?: number;
+  maxAmount?: number;
 }

packages/server/src/interfaces/Subscription.ts

@@ -0,0 +1,8 @@
+export interface SubscriptionPayload {
+  lemonSqueezyId?: string;
+}
+
+export enum SubscriptionPaymentStatus {
+  Succeed = 'succeed',
+  Failed = 'failed',
+}

packages/server/src/interfaces/index.ts

@@ -75,6 +75,7 @@ export * from './Times';
 export * from './ProjectProfitabilitySummary';
 export * from './TaxRate';
 export * from './Plaid';
+export * from './Subscription';
 
 export interface I18nService {
   __: (input: string) => string;

packages/server/src/loaders/eventEmitter.ts

@@ -117,6 +117,7 @@ import { DisconnectPlaidItemOnAccountDeleted } from '@/services/Banking/BankAcco
 import { LoopsEventsSubscriber } from '@/services/Loops/LoopsEventsSubscriber';
 import { DeleteUncategorizedTransactionsOnAccountDeleting } from '@/services/Banking/BankAccounts/events/DeleteUncategorizedTransactionsOnAccountDeleting';
 import { SeedInitialDemoAccountDataOnOrgBuild } from '@/services/OneClickDemo/events/SeedInitialDemoAccountData';
+import { TriggerInvalidateCacheOnSubscriptionChange } from '@/services/Subscription/events/TriggerInvalidateCacheOnSubscriptionChange';
 
 export default () => {
   return new EventPublisher();
@@ -247,8 +248,10 @@ export const susbcribers = () => {
     DeleteCashflowTransactionOnUncategorize,
     PreventDeleteTransactionOnDelete,
 
+    // Subscription
     SubscribeFreeOnSignupCommunity,
     SendVerfiyMailOnSignUp,
+    TriggerInvalidateCacheOnSubscriptionChange,
 
     // Attachments
     AttachmentsOnSaleInvoiceCreated,
@@ -282,9 +285,9 @@ export const susbcribers = () => {
     DeleteUncategorizedTransactionsOnAccountDeleting,
 
     // Loops
-    LoopsEventsSubscriber
+    LoopsEventsSubscriber,
 
     // Demo Account
-    SeedInitialDemoAccountDataOnOrgBuild
+    SeedInitialDemoAccountDataOnOrgBuild,
   ];
 };

packages/server/src/models/UncategorizedCashflowTransaction.ts

@@ -1,8 +1,8 @@
 /* eslint-disable global-require */
+import moment from 'moment';
 import { Model, mixin } from 'objection';
 import TenantModel from 'models/TenantModel';
 import ModelSettings from './ModelSetting';
-import Account from './Account';
 import UncategorizedCashflowTransactionMeta from './UncategorizedCashflowTransaction.meta';
 
 export default class UncategorizedCashflowTransaction extends mixin(
@@ -166,6 +166,28 @@ export default class UncategorizedCashflowTransaction extends mixin(
       pending(query) {
         query.where('pending', true);
       },
+
+      minAmount(query, minAmount) {
+        query.where('amount', '>=', minAmount);
+      },
+
+      maxAmount(query, maxAmount) {
+        query.where('amount', '<=', maxAmount);
+      },
+
+      toDate(query, toDate) {
+        const dateFormat = 'YYYY-MM-DD';
+        const _toDate = moment(toDate).endOf('day').format(dateFormat);
+
+        query.where('date', '<=', _toDate);
+      },
+
+      fromDate(query, fromDate) {
+        const dateFormat = 'YYYY-MM-DD';
+        const _fromDate = moment(fromDate).startOf('day').format(dateFormat);
+
+        query.where('date', '>=', _fromDate);
+      },
     };
   }
 

packages/server/src/services/Authentication/GetAuthMeta.ts

@@ -11,6 +11,10 @@ export class GetAuthMeta {
   public async getAuthMeta(): Promise<IAuthGetMetaPOJO> {
     return {
       signupDisabled: config.signupRestrictions.disabled,
+      oneClickDemo: {
+        enable: config.oneClickDemoAccounts.enable,
+        demoUrl: config.oneClickDemoAccounts.demoUrl,
+      },
     };
   }
 }

packages/server/src/services/Banking/Exclude/GetExcludedBankTransactions.ts

@@ -1,5 +1,6 @@
-import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { Inject, Service } from 'typedi';
+import moment from 'moment';
+import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { ExcludedBankTransactionsQuery } from './_types';
 import { UncategorizedTransactionTransformer } from '@/services/Cashflow/UncategorizedTransactionTransformer';
 import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
@@ -39,6 +40,18 @@ export class GetExcludedBankTransactionsService {
           if (_query.accountId) {
             q.where('account_id', _query.accountId);
           }
+          if (_query.minDate) {
+            q.modify('fromDate', _query.minDate);
+          }
+          if (_query.maxDate) {
+            q.modify('toDate', _query.maxDate);
+          }
+          if (_query.minAmount) {
+            q.modify('minAmount', _query.minAmount);
+          }
+          if (_query.maxAmount) {
+            q.modify('maxAmount', _query.maxAmount);
+          }
         })
         .pagination(_query.page - 1, _query.pageSize);
 

packages/server/src/services/Banking/Exclude/_types.ts

@@ -4,6 +4,10 @@ export interface ExcludedBankTransactionsQuery {
   page?: number;
   pageSize?: number;
   accountId?: number;
+  minDate?: Date;
+  maxDate?: Date;
+  minAmount?: number;
+  maxAmount?: number;
 }
 
 export interface IBankTransactionUnexcludingEventPayload {

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

@@ -23,7 +23,7 @@ export class GetRecognizedTransactionsService {
   ) {
     const { UncategorizedCashflowTransaction } = this.tenancy.models(tenantId);
 
-    const _filter = {
+    const _query = {
       page: 1,
       pageSize: 20,
       ...filter,
@@ -41,11 +41,26 @@ export class GetRecognizedTransactionsService {
           // Exclude the pending transactions.
           q.modify('notPending');
 
-          if (_filter.accountId) {
+          if (_query.accountId) {
-            q.where('accountId', _filter.accountId);
+            q.where('accountId', _query.accountId);
+          }
+          if (_query.minDate) {
+            q.modify('fromDate', _query.minDate);
+          }
+          if (_query.maxDate) {
+            q.modify('toDate', _query.maxDate);
+          }
+          if (_query.minAmount) {
+            q.modify('minAmount', _query.minAmount);
+          }
+          if (_query.maxAmount) {
+            q.modify('maxAmount', _query.maxAmount);
+          }
+          if (_query.accountId) {
+            q.where('accountId', _query.accountId);
           }
         })
-        .pagination(_filter.page - 1, _filter.pageSize);
+        .pagination(_query.page - 1, _query.pageSize);
 
     const data = await this.transformer.transform(
       tenantId,

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

@@ -62,6 +62,19 @@ export class GetUncategorizedTransactions {
 
           q.whereNull('matchedBankTransactions.id');
           q.orderBy('date', 'DESC');
+
+          if (_query.minDate) {
+            q.modify('fromDate', _query.minDate);
+          }
+          if (_query.maxDate) {
+            q.modify('toDate', _query.maxDate);
+          }
+          if (_query.minAmount) {
+            q.modify('minAmount', _query.minAmount);
+          }
+          if (_query.maxAmount) {
+            q.modify('maxAmount', _query.maxAmount);
+          }
         })
         .pagination(_query.page - 1, _query.pageSize);
 

packages/server/src/services/Subscription/LemonCancelSubscription.ts

@@ -4,8 +4,8 @@ import { configureLemonSqueezy } from './utils';
 import { PlanSubscription } from '@/system/models';
 import { ServiceError } from '@/exceptions';
 import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import { ERRORS, IOrganizationSubscriptionCancel } from './types';
 import events from '@/subscribers/events';
-import { ERRORS, IOrganizationSubscriptionCanceled } from './types';
 
 @Service()
 export class LemonCancelSubscription {
@@ -18,12 +18,15 @@ export class LemonCancelSubscription {
    * @param {number} subscriptionId
    * @returns {Promise<void>}
    */
-  public async cancelSubscription(tenantId: number) {
+  public async cancelSubscription(
+    tenantId: number,
+    subscriptionSlug: string = 'main'
+  ) {
     configureLemonSqueezy();
 
     const subscription = await PlanSubscription.query().findOne({
       tenantId,
-      slug: 'main',
+      slug: subscriptionSlug,
     });
     if (!subscription) {
       throw new ServiceError(ERRORS.SUBSCRIPTION_ID_NOT_ASSOCIATED_TO_TENANT);
@@ -35,13 +38,10 @@ export class LemonCancelSubscription {
     if (cancelledSub.error) {
       throw new Error(cancelledSub.error.message);
     }
-    await PlanSubscription.query().findById(subscriptionId).patch({
+    // Triggers `onSubscriptionCancelled` event.
-      canceledAt: new Date(),
-    });
-    // Triggers `onSubscriptionCanceled` event.
     await this.eventPublisher.emitAsync(
-      events.subscription.onSubscriptionCanceled,
+      events.subscription.onSubscriptionCancel,
-      { tenantId, subscriptionId } as IOrganizationSubscriptionCanceled
+      { tenantId, subscriptionId } as IOrganizationSubscriptionCancel
     );
   }
 }

packages/server/src/services/Subscription/LemonChangeSubscriptionPlan.ts

@@ -18,25 +18,30 @@ export class LemonChangeSubscriptionPlan {
    * @param {number} newVariantId - New variant id.
    * @returns {Promise<void>}
    */
-  public async changeSubscriptionPlan(tenantId: number, newVariantId: number) {
+  public async changeSubscriptionPlan(
+    tenantId: number,
+    newVariantId: number,
+    subscriptionSlug: string = 'main'
+  ) {
     configureLemonSqueezy();
 
     const subscription = await PlanSubscription.query().findOne({
       tenantId,
-      slug: 'main',
+      slug: subscriptionSlug,
     });
     const lemonSubscriptionId = subscription.lemonSubscriptionId;
 
     // Send request to Lemon Squeezy to change the subscription.
     const updatedSub = await updateSubscription(lemonSubscriptionId, {
       variantId: newVariantId,
+      invoiceImmediately: true,
     });
     if (updatedSub.error) {
       throw new ServiceError('SOMETHING_WENT_WRONG');
     }
     // Triggers `onSubscriptionPlanChanged` event.
     await this.eventPublisher.emitAsync(
-      events.subscription.onSubscriptionPlanChanged,
+      events.subscription.onSubscriptionPlanChange,
       {
         tenantId,
         lemonSubscriptionId,

packages/server/src/services/Subscription/LemonResumeSubscription.ts

@@ -1,11 +1,11 @@
 import { Inject, Service } from 'typedi';
+import { updateSubscription } from '@lemonsqueezy/lemonsqueezy.js';
 import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
 import events from '@/subscribers/events';
 import { configureLemonSqueezy } from './utils';
 import { PlanSubscription } from '@/system/models';
 import { ServiceError } from '@/exceptions';
-import { ERRORS, IOrganizationSubscriptionResumed } from './types';
+import { ERRORS, IOrganizationSubscriptionResume } from './types';
-import { updateSubscription } from '@lemonsqueezy/lemonsqueezy.js';
 
 @Service()
 export class LemonResumeSubscription {
@@ -14,15 +14,19 @@ export class LemonResumeSubscription {
 
   /**
    * Resumes the main subscription of the given tenant.
-   * @param {number} tenantId -
+   * @param {number} tenantId - Tenant id.
+   * @param {string} subscriptionSlug - Subscription slug by default main subscription.
    * @returns {Promise<void>}
    */
-  public async resumeSubscription(tenantId: number) {
+  public async resumeSubscription(
+    tenantId: number,
+    subscriptionSlug: string = 'main'
+  ) {
     configureLemonSqueezy();
 
     const subscription = await PlanSubscription.query().findOne({
       tenantId,
-      slug: 'main',
+      slug: subscriptionSlug,
     });
     if (!subscription) {
       throw new ServiceError(ERRORS.SUBSCRIPTION_ID_NOT_ASSOCIATED_TO_TENANT);
@@ -33,16 +37,12 @@ export class LemonResumeSubscription {
       cancelled: false,
     });
     if (returnedSub.error) {
-      throw new ServiceError('');
+      throw new ServiceError(ERRORS.SOMETHING_WENT_WRONG_WITH_LS);
     }
-    // Update the subscription of the organization.
+    // Triggers `onSubscriptionResume` event.
-    await PlanSubscription.query().findById(subscriptionId).patch({
-      canceledAt: null,
-    });
-    // Triggers `onSubscriptionCanceled` event.
     await this.eventPublisher.emitAsync(
-      events.subscription.onSubscriptionResumed,
+      events.subscription.onSubscriptionResume,
-      { tenantId, subscriptionId } as IOrganizationSubscriptionResumed
+      { tenantId, subscriptionId } as IOrganizationSubscriptionResume
     );
   }
 }

packages/server/src/services/Subscription/LemonSqueezyWebhooks.ts

@@ -59,11 +59,25 @@ export class LemonSqueezyWebhooks {
 
     const userId = eventBody.meta.custom_data?.user_id;
     const tenantId = eventBody.meta.custom_data?.tenant_id;
+    const subscriptionSlug = 'main';
 
     if (!webhookHasMeta(eventBody)) {
       throw new Error("Event body is missing the 'meta' property.");
     } else if (webhookHasData(eventBody)) {
       if (webhookEvent.startsWith('subscription_payment_')) {
+        // Marks the main subscription payment as succeed.
+        if (webhookEvent === 'subscription_payment_success') {
+          await this.subscriptionService.markSubscriptionPaymentSucceed(
+            tenantId,
+            subscriptionSlug
+          );
+          // Marks the main subscription payment as failed.
+        } else if (webhookEvent === 'subscription_payment_failed') {
+          await this.subscriptionService.markSubscriptionPaymentFailed(
+            tenantId,
+            subscriptionSlug
+          );
+        }
         // Save subscription invoices; eventBody is a SubscriptionInvoice
         // Not implemented.
       } else if (webhookEvent.startsWith('subscription_')) {
@@ -74,16 +88,39 @@ export class LemonSqueezyWebhooks {
         // We assume that the Plan table is up to date.
         const plan = await Plan.query().findOne('lemonVariantId', variantId);
 
+        // Update the subscription in the database.
+        const priceId = attributes.first_subscription_item.price_id;
+        const subscriptionId = eventBody.data.id;
+
+        // Throw error early if the given lemon variant id is not associated to any plan.
         if (!plan) {
           throw new Error(`Plan with variantId ${variantId} not found.`);
-        } else {
+        }
-          // Update the subscription in the database.
+        // Create a new subscription of the tenant.
-          const priceId = attributes.first_subscription_item.price_id;
+        if (webhookEvent === 'subscription_created') {
-
+          await this.subscriptionService.newSubscribtion(
-          // Create a new subscription of the tenant.
+            tenantId,
-          if (webhookEvent === 'subscription_created') {
+            plan.slug,
-            await this.subscriptionService.newSubscribtion(tenantId, plan.slug);
+            subscriptionSlug,
-          }
+            { lemonSqueezyId: subscriptionId }
+          );
+          // Cancel the given subscription of the organization.
+        } else if (webhookEvent === 'subscription_cancelled') {
+          await this.subscriptionService.cancelSubscription(
+            tenantId,
+            subscriptionSlug
+          );
+        } else if (webhookEvent === 'subscription_plan_changed') {
+          await this.subscriptionService.subscriptionPlanChanged(
+            tenantId,
+            plan.slug,
+            subscriptionSlug
+          );
+        } else if (webhookEvent === 'subscription_resumed') {
+          await this.subscriptionService.resumeSubscription(
+            tenantId,
+            subscriptionSlug
+          );
         }
       } else if (webhookEvent.startsWith('order_')) {
         // Save orders; eventBody is a "Order"

packages/server/src/services/Subscription/Subscription.ts

@@ -1,22 +1,29 @@
-import { Service } from 'typedi';
+import { Inject, Service } from 'typedi';
-import { NotAllowedChangeSubscriptionPlan } from '@/exceptions';
+import { NotAllowedChangeSubscriptionPlan, ServiceError } from '@/exceptions';
-import { Plan, Tenant } from '@/system/models';
+import { Plan, PlanSubscription, Tenant } from '@/system/models';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
+import { SubscriptionPayload, SubscriptionPaymentStatus } from '@/interfaces';
+import { ERRORS } from './types';
 
 @Service()
 export class Subscription {
+  @Inject()
+  private eventPublisher: EventPublisher;
+
   /**
    * Give the tenant a new subscription.
    * @param {number} tenantId - Tenant id.
-   * @param {string} planSlug - Plan slug.
+   * @param {string} planSlug - Plan slug of the new subscription.
-   * @param {string} invoiceInterval
+   * @param {string} subscriptionSlug - Subscription slug by default takes main subscription
-   * @param {number} invoicePeriod
+   * @param {SubscriptionPayload} payload - Subscription payload.
-   * @param {string} subscriptionSlug
    */
   public async newSubscribtion(
     tenantId: number,
     planSlug: string,
-    subscriptionSlug: string = 'main'
+    subscriptionSlug: string = 'main',
-  ) {
+    payload?: SubscriptionPayload
+  ): Promise<void> {
     const tenant = await Tenant.query().findById(tenantId).throwIfNotFound();
     const plan = await Plan.query().findOne('slug', planSlug).throwIfNotFound();
 
@@ -45,8 +52,169 @@ export class Subscription {
         plan.id,
         invoiceInterval,
         invoicePeriod,
-        subscriptionSlug
+        subscriptionSlug,
+        payload
       );
     }
   }
+
+  /**
+   * Cancels the given tenant subscription.
+   * @param {number} tenantId - Tenant id.
+   * @param {string} subscriptionSlug - Subscription slug.
+   */
+  async cancelSubscription(
+    tenantId: number,
+    subscriptionSlug: string = 'main'
+  ): Promise<void> {
+    const tenant = await Tenant.query().findById(tenantId).throwIfNotFound();
+
+    const subscription = await PlanSubscription.query().findOne({
+      tenantId,
+      slug: subscriptionSlug,
+    });
+    // Throw error early if the subscription is not exist.
+    if (!subscription) {
+      throw new ServiceError(ERRORS.SUBSCRIPTION_NOT_EXIST);
+    }
+    // Throw error early if the subscription is already canceled.
+    if (subscription.canceled()) {
+      throw new ServiceError(ERRORS.SUBSCRIPTION_ALREADY_CANCELED);
+    }
+    await subscription.$query().patch({ canceledAt: new Date() });
+
+    // Triggers `onSubscriptionCancelled` event.
+    await this.eventPublisher.emitAsync(
+      events.subscription.onSubscriptionCancelled,
+      {
+        tenantId,
+        subscriptionSlug,
+      }
+    );
+  }
+
+  /**
+   * Resumes the given tenant subscription.
+   * @param {number} tenantId
+   * @param {string} subscriptionSlug  - Subscription slug by deafult main subscription.
+   * @returns {Promise<void>}
+   */
+  async resumeSubscription(
+    tenantId: number,
+    subscriptionSlug: string = 'main'
+  ) {
+    const tenant = await Tenant.query().findById(tenantId).throwIfNotFound();
+
+    const subscription = await PlanSubscription.query().findOne({
+      tenantId,
+      slug: subscriptionSlug,
+    });
+    // Throw error early if the subscription is not exist.
+    if (!subscription) {
+      throw new ServiceError(ERRORS.SUBSCRIPTION_NOT_EXIST);
+    }
+    // Throw error early if the subscription is not cancelled.
+    if (!subscription.canceled()) {
+      throw new ServiceError(ERRORS.SUBSCRIPTION_ALREADY_ACTIVE);
+    }
+    await subscription.$query().patch({ canceledAt: null });
+
+    // Triggers `onSubscriptionResumed` event.
+    await this.eventPublisher.emitAsync(
+      events.subscription.onSubscriptionResumed,
+      { tenantId, subscriptionSlug }
+    );
+  }
+
+  /**
+   * Mark the given subscription payment of the tenant as succeed.
+   * @param {number} tenantId
+   * @param {string} newPlanSlug
+   * @param {string} subscriptionSlug
+   */
+  async subscriptionPlanChanged(
+    tenantId: number,
+    newPlanSlug: string,
+    subscriptionSlug: string = 'main'
+  ): Promise<void> {
+    const tenant = await Tenant.query().findById(tenantId).throwIfNotFound();
+    const newPlan = await Plan.query()
+      .findOne('slug', newPlanSlug)
+      .throwIfNotFound();
+
+    const subscription = await PlanSubscription.query().findOne({
+      tenantId,
+      slug: subscriptionSlug,
+    });
+    if (subscription.planId === newPlan.id) {
+      throw new ServiceError('');
+    }
+    await subscription.$query().patch({ planId: newPlan.id });
+
+    // Triggers `onSubscriptionPlanChanged` event.
+    await this.eventPublisher.emitAsync(
+      events.subscription.onSubscriptionPlanChanged,
+      {
+        tenantId,
+        newPlanSlug,
+        subscriptionSlug,
+      }
+    );
+  }
+
+  /**
+   * Marks the subscription payment as succeed.
+   * @param {number} tenantId - Tenant id.
+   * @param {string} subscriptionSlug - Given subscription slug by default main subscription.
+   * @returns {Promise<void>}
+   */
+  async markSubscriptionPaymentSucceed(
+    tenantId: number,
+    subscriptionSlug: string = 'main'
+  ): Promise<void> {
+    const subscription = await PlanSubscription.query()
+      .findOne({ tenantId, slug: subscriptionSlug })
+      .throwIfNotFound();
+
+    await subscription
+      .$query()
+      .patch({ paymentStatus: SubscriptionPaymentStatus.Succeed });
+
+    // Triggers `onSubscriptionSucceed` event.
+    await this.eventPublisher.emitAsync(
+      events.subscription.onSubscriptionPaymentSucceed,
+      {
+        tenantId,
+        subscriptionSlug,
+      }
+    );
+  }
+
+  /**
+   * Marks the given subscription payment of the tenant as failed.
+   * @param {number} tenantId - Tenant id.
+   * @param {string} subscriptionSlug - Given subscription slug.
+   * @returns {Prmise<void>}
+   */
+  async markSubscriptionPaymentFailed(
+    tenantId: number,
+    subscriptionSlug: string = 'main'
+  ): Promise<void> {
+    const subscription = await PlanSubscription.query()
+      .findOne({ tenantId, slug: subscriptionSlug })
+      .throwIfNotFound();
+
+    await subscription
+      .$query()
+      .patch({ paymentStatus: SubscriptionPaymentStatus.Failed });
+
+    // Triggers `onSubscriptionPaymentFailed` event.
+    await this.eventPublisher.emitAsync(
+      events.subscription.onSubscriptionPaymentFailed,
+      {
+        tenantId,
+        subscriptionSlug,
+      }
+    );
+  }
 }

packages/server/src/services/Subscription/SubscriptionApplication.ts

@@ -20,8 +20,14 @@ export class SubscriptionApplication {
    * @param {string} id
    * @returns {Promise<void>}
    */
-  public cancelSubscription(tenantId: number, id: string) {
+  public cancelSubscription(
-    return this.cancelSubscriptionService.cancelSubscription(tenantId, id);
+    tenantId: number,
+    subscriptionSlug: string = 'main'
+  ) {
+    return this.cancelSubscriptionService.cancelSubscription(
+      tenantId,
+      subscriptionSlug
+    );
   }
 
   /**
@@ -29,8 +35,14 @@ export class SubscriptionApplication {
    * @param {number} tenantId
    * @returns {Promise<void>}
    */
-  public resumeSubscription(tenantId: number) {
+  public resumeSubscription(
-    return this.resumeSubscriptionService.resumeSubscription(tenantId);
+    tenantId: number,
+    subscriptionSlug: string = 'main'
+  ) {
+    return this.resumeSubscriptionService.resumeSubscription(
+      tenantId,
+      subscriptionSlug
+    );
   }
 
   /**

packages/server/src/services/Subscription/events/SubscribeFreeOnSignupCommunity.tsx

@@ -1,8 +1,8 @@
+import { Inject, Service } from 'typedi';
 import { IAuthSignedUpEventPayload } from '@/interfaces';
 import events from '@/subscribers/events';
 import config from '@/config';
 import { Subscription } from '../Subscription';
-import { Inject, Service } from 'typedi';
 
 @Service()
 export class SubscribeFreeOnSignupCommunity {

packages/server/src/services/Subscription/events/TriggerInvalidateCacheOnSubscriptionChange.tsx

@@ -0,0 +1,29 @@
+import events from '@/subscribers/events';
+import Container from 'typedi';
+
+export class TriggerInvalidateCacheOnSubscriptionChange {
+  /**
+   * Attaches events with handlers.
+   */
+  public attach = (bus) => {
+    bus.subscribe(
+      events.subscription.onSubscriptionCancelled,
+      this.triggerInvalidateCache.bind(this)
+    );
+    bus.subscribe(
+      events.subscription.onSubscriptionResumed,
+      this.triggerInvalidateCache.bind(this)
+    );
+    bus.subscribe(
+      events.subscription.onSubscriptionPlanChanged,
+      this.triggerInvalidateCache.bind(this)
+    );
+  };
+
+  private triggerInvalidateCache() {
+    const io = Container.get('socket');
+
+    // Notify the frontend to reflect the new transactions changes.
+    io.emit('SUBSCRIPTION_CHANGED', { subscriptionSlug: 'main' });
+  }
+}

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

@@ -1,6 +1,10 @@
 export const ERRORS = {
   SUBSCRIPTION_ID_NOT_ASSOCIATED_TO_TENANT:
     'SUBSCRIPTION_ID_NOT_ASSOCIATED_TO_TENANT',
+  SUBSCRIPTION_NOT_EXIST: 'SUBSCRIPTION_NOT_EXIST',
+  SUBSCRIPTION_ALREADY_CANCELED: 'SUBSCRIPTION_ALREADY_CANCELED',
+  SUBSCRIPTION_ALREADY_ACTIVE: 'SUBSCRIPTION_ALREADY_ACTIVE',
+  SOMETHING_WENT_WRONG_WITH_LS: 'SOMETHING_WENT_WRONG_WITH_LS',
 };
 
 export interface IOrganizationSubscriptionChanged {
@@ -9,11 +13,20 @@ export interface IOrganizationSubscriptionChanged {
   newVariantId: number;
 }
 
-export interface IOrganizationSubscriptionCanceled {
+export interface IOrganizationSubscriptionCancel {
   tenantId: number;
   subscriptionId: string;
 }
 
+export interface IOrganizationSubscriptionCancelled {
+  tenantId: number;
+  subscriptionId: string;
+}
+
+export interface IOrganizationSubscriptionResume {
+  tenantId: number;
+  subscriptionId: number;
+}
 export interface IOrganizationSubscriptionResumed {
   tenantId: number;
   subscriptionId: number;

packages/server/src/subscribers/events.ts

@@ -46,10 +46,19 @@ export default {
    * Organization subscription.
    */
   subscription: {
-    onSubscriptionCanceled: 'onSubscriptionCanceled',
+    onSubscriptionCancel: 'onSubscriptionCancel',
+    onSubscriptionCancelled: 'onSubscriptionCancelled',
+
+    onSubscriptionResume: 'onSubscriptionResume',
     onSubscriptionResumed: 'onSubscriptionResumed',
+
+    onSubscriptionPlanChange: 'onSubscriptionPlanChange',
     onSubscriptionPlanChanged: 'onSubscriptionPlanChanged',
-    onSubscribed: 'onOrganizationSubscribed',
+
+    onSubscriptionSubscribed: 'onSubscriptionSubscribed',
+
+    onSubscriptionPaymentSucceed: 'onSubscriptionPaymentSucceed',
+    onSubscriptionPaymentFailed: 'onSubscriptionPaymentFailed'
   },
 
   /**

packages/server/src/system/migrations/20240824151006_add_payment_status_to_subscriptions_table.js

@@ -0,0 +1,19 @@
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = function (knex) {
+  return knex.schema.table('subscription_plan_subscriptions', (table) => {
+    table.string('payment_status');
+  });
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = function (knex) {
+  return knex.schema.table('subscription_plan_subscriptions', (table) => {
+    table.dropColumn('payment_status');
+  });
+};

packages/server/src/system/models/Subscriptions/Plan.ts

@@ -3,6 +3,10 @@ import SystemModel from '@/system/models/SystemModel';
 import { PlanSubscription } from '..';
 
 export default class Plan extends mixin(SystemModel) {
+  price: number;
+  invoiceInternal: number;
+  invoicePeriod: string;
+  
   /**
    * Table name.
    */

packages/server/src/system/models/Tenant.ts

@@ -198,14 +198,16 @@ export default class Tenant extends BaseModel {
     planId,
     invoiceInterval,
     invoicePeriod,
-    subscriptionSlug
+    subscriptionSlug,
+    payload?,
   ) {
     return Tenant.newSubscription(
       this.id,
       planId,
       invoiceInterval,
       invoicePeriod,
-      subscriptionSlug
+      subscriptionSlug,
+      payload
     );
   }
 
@@ -217,7 +219,8 @@ export default class Tenant extends BaseModel {
     planId: number,
     invoiceInterval: 'month' | 'year',
     invoicePeriod: number,
-    subscriptionSlug: string
+    subscriptionSlug: string,
+    payload?: { lemonSqueezyId: string }
   ) {
     const period = new SubscriptionPeriod(invoiceInterval, invoicePeriod);
 
@@ -227,6 +230,7 @@ export default class Tenant extends BaseModel {
       planId,
       startsAt: period.getStartDate(),
       endsAt: period.getEndDate(),
+      lemonSubscriptionId: payload?.lemonSqueezyId || null,
     });
   }
 }

packages/webapp/src/components/App.tsx

@@ -20,7 +20,6 @@ import { queryConfig } from '../hooks/query/base';
 import { EnsureUserEmailVerified } from './Guards/EnsureUserEmailVerified';
 import { EnsureAuthNotAuthenticated } from './Guards/EnsureAuthNotAuthenticated';
 import { EnsureUserEmailNotVerified } from './Guards/EnsureUserEmailNotVerified';
-import { EnsureOneClickDemoAccountEnabled } from '@/containers/OneClickDemo/EnsureOneClickDemoAccountEnabled';
 
 const EmailConfirmation = LazyLoader({
   loader: () => import('@/containers/Authentication/EmailConfirmation'),
@@ -31,6 +30,7 @@ const RegisterVerify = LazyLoader({
 const OneClickDemoPage = LazyLoader({
   loader: () => import('@/containers/OneClickDemo/OneClickDemoPage'),
 });
+
 /**
  * App inner.
  */
@@ -40,13 +40,7 @@ function AppInsider({ history }) {
       <DashboardThemeProvider>
         <Router history={history}>
           <Switch>
-            <Route path={'/one_click_demo'}>
+            <Route path={'/one_click_demo'} children={<OneClickDemoPage />} />
-              <EnsureOneClickDemoAccountEnabled>
-                <EnsureAuthNotAuthenticated>
-                  <OneClickDemoPage />
-                </EnsureAuthNotAuthenticated>
-              </EnsureOneClickDemoAccountEnabled>
-            </Route>
             <Route path={'/auth/register/verify'}>
               <EnsureAuthenticated>
                 <EnsureUserEmailNotVerified>

packages/webapp/src/components/Dashboard/DashboardSockets.tsx

@@ -23,6 +23,9 @@ export function DashboardSockets() {
         intent: Intent.SUCCESS,
       });
     });
+    socket.current.on('SUBSCRIPTION_CHANGED', () => {
+      client.invalidateQueries('GetSubscriptions');
+    });
     return () => {
       socket.current.removeAllListeners();
       socket.current.close();

packages/webapp/src/components/Dashboard/PrivatePagesProvider.tsx

@@ -1,6 +1,7 @@
 // @ts-nocheck
 import React from 'react';
 import { useApplicationBoot } from '@/components';
+import { useAuthMetadata } from '@/hooks/query/authentication';
 
 /**
  * Private pages provider.
@@ -9,7 +10,10 @@ export function PrivatePagesProvider({
   // #ownProps
   children,
 }) {
-  const { isLoading } = useApplicationBoot();
+  const { isLoading: isAppBootLoading } = useApplicationBoot();
+  const { isLoading: isAuthMetaLoading } = useAuthMetadata();
+
+  const isLoading = isAppBootLoading || isAuthMetaLoading;
 
   return <React.Fragment>{!isLoading ? children : null}</React.Fragment>;
 }

packages/webapp/src/components/TagsControl/TagsControl.module.scss

@@ -2,7 +2,6 @@
   display: flex;
   flex-direction: row;
   gap: 10px;
-  margin-bottom: 14px;
 }
 
 .tag{

packages/webapp/src/config.ts

@@ -1,6 +0,0 @@
-export const Config = {
-  oneClickDemo: {
-    enable: process.env.REACT_APP_ONE_CLICK_DEMO_ENABLE === 'true',
-    demoUrl: process.env.REACT_APP_DEMO_ACCOUNT_URL || '',
-  },
-};

packages/webapp/src/constants/preferencesMenu.tsx

@@ -54,9 +54,9 @@ export default [
     disabled: false,
     href: '/preferences/items',
   },
-  {
+  // {
-    text: <T id={'sms_integration.label'} />,
+  //   text: <T id={'sms_integration.label'} />,
-    disabled: false,
+  //   disabled: false,
-    href: '/preferences/sms-message',
+  //   href: '/preferences/sms-message',
-  },
+  // },
 ];

packages/webapp/src/containers/CashFlow/AccountTransactions/AccountTransactionsDateFilter.module.scss

@@ -0,0 +1,5 @@
+
+
+.dateFieldGroup{
+  margin-bottom: 0;
+}

packages/webapp/src/containers/CashFlow/AccountTransactions/AccountTransactionsDateFilter.tsx

@@ -0,0 +1,235 @@
+// @ts-nocheck
+import { Button, FormGroup, Intent, Position } from '@blueprintjs/core';
+import * as Yup from 'yup';
+import moment from 'moment';
+import { Form, Formik, FormikConfig, useFormikContext } from 'formik';
+import {
+  FDateInput,
+  FFormGroup,
+  FSelect,
+  Group,
+  Icon,
+  Stack,
+} from '@/components';
+
+const defaultValues = {
+  period: 'all_dates',
+  fromDate: '',
+  toDate: '',
+};
+
+const validationSchema = Yup.object().shape({
+  fromDate: Yup.date()
+    .nullable()
+    .required('From Date is required')
+    .max(Yup.ref('toDate'), 'From Date cannot be after To Date'),
+  toDate: Yup.date()
+    .nullable()
+    .required('To Date is required')
+    .min(Yup.ref('fromDate'), 'To Date cannot be before From Date'),
+});
+
+interface AccountTransactionsDateFilterFormValues {
+  period: string;
+  fromDate: string;
+  toDate: string;
+}
+
+interface UncategorizedTransactionsDateFilterProps {
+  initialValues?: AccountTransactionsDateFilterFormValues;
+  onSubmit?: FormikConfig<AccountTransactionsDateFilterFormValues>['onSubmit'];
+}
+
+export function AccountTransactionsDateFilterForm({
+  initialValues = {},
+  onSubmit,
+}: UncategorizedTransactionsDateFilterProps) {
+  const handleSubmit = (values, bag) => {
+    return onSubmit && onSubmit(values, bag);
+  };
+
+  const formInitialValues = {
+    ...defaultValues,
+    ...initialValues,
+  };
+
+  return (
+    <Formik
+      initialValues={formInitialValues}
+      onSubmit={handleSubmit}
+      validationSchema={validationSchema}
+    >
+      <Form>
+        <Stack spacing={15}>
+          <Group spacing={10}>
+            <AccountTransactionDatePeriodField />
+
+            <FFormGroup
+              name={'fromDate'}
+              label={'From Date'}
+              style={{ marginBottom: 0, flex: '1' }}
+            >
+              <FDateInput
+                name={'fromDate'}
+                popoverProps={{ position: Position.BOTTOM, minimal: true }}
+                formatDate={(date) => date.toLocaleDateString()}
+                parseDate={(str) => new Date(str)}
+                inputProps={{
+                  fill: true,
+                  placeholder: 'MM/DD/YYY',
+                  leftElement: <Icon icon={'date-range'} />,
+                }}
+              />
+            </FFormGroup>
+
+            <FormGroup
+              label={'To Date'}
+              name={'toDate'}
+              style={{ marginBottom: 0, flex: '1' }}
+            >
+              <FDateInput
+                name={'toDate'}
+                popoverProps={{ position: Position.BOTTOM, minimal: true }}
+                formatDate={(date) => date.toLocaleDateString()}
+                parseDate={(str) => new Date(str)}
+                inputProps={{
+                  fill: true,
+                  placeholder: 'MM/DD/YYY',
+                  leftElement: <Icon icon={'date-range'} />,
+                }}
+              />
+            </FormGroup>
+          </Group>
+
+          <AccountTransactionsDateFilterFooter />
+        </Stack>
+      </Form>
+    </Formik>
+  );
+}
+
+function AccountTransactionsDateFilterFooter() {
+  const { submitForm, setValues } = useFormikContext();
+
+  const handleFilterBtnClick = () => {
+    submitForm();
+  };
+  const handleClearBtnClick = () => {
+    setValues({
+      ...defaultValues,
+    });
+    submitForm();
+  };
+
+  return (
+    <Group spacing={10}>
+      <Button
+        small
+        intent={Intent.PRIMARY}
+        onClick={handleFilterBtnClick}
+        style={{ minWidth: 75 }}
+      >
+        Filter
+      </Button>
+
+      <Button
+        intent={Intent.DANGER}
+        small
+        onClick={handleClearBtnClick}
+        minimal
+      >
+        Clear
+      </Button>
+    </Group>
+  );
+}
+
+function AccountTransactionDatePeriodField() {
+  const { setFieldValue } = useFormikContext();
+
+  const handleItemChange = (item) => {
+    const { fromDate, toDate } = getDateRangePeriod(item.value);
+
+    setFieldValue('fromDate', fromDate);
+    setFieldValue('toDate', toDate);
+    setFieldValue('period', item.value);
+  };
+
+  return (
+    <FFormGroup
+      name={'period'}
+      label={'Date'}
+      style={{ marginBottom: 0, flex: '0 28%' }}
+    >
+      <FSelect
+        name={'period'}
+        items={periodOptions}
+        onItemSelect={handleItemChange}
+        popoverProps={{ captureDismiss: true }}
+      />
+    </FFormGroup>
+  );
+}
+
+const periodOptions = [
+  { text: 'All Dates', value: 'all_dates' },
+  { text: 'Custom', value: 'custom' },
+  { text: 'Today', value: 'today' },
+  { text: 'Yesterday', value: 'yesterday' },
+  { text: 'This week', value: 'this_week' },
+  { text: 'This year', value: 'this_year' },
+  { text: 'This month', value: 'this_month' },
+  { text: 'last week', value: 'last_week' },
+  { text: 'Last year', value: 'last_year' },
+  { text: 'Last month', value: 'last_month' },
+  { text: 'Last month', value: 'last_month' },
+];
+
+const getDateRangePeriod = (period: string) => {
+  switch (period) {
+    case 'today':
+      return {
+        fromDate: moment().startOf('day').toDate(),
+        toDate: moment().endOf('day').toDate(),
+      };
+    case 'yesterday':
+      return {
+        fromDate: moment().subtract(1, 'days').startOf('day').toDate(),
+        toDate: moment().subtract(1, 'days').endOf('day').toDate(),
+      };
+    case 'this_week':
+      return {
+        fromDate: moment().startOf('week').toDate(),
+        toDate: moment().endOf('week').toDate(),
+      };
+    case 'this_month':
+      return {
+        fromDate: moment().startOf('month').toDate(),
+        toDate: moment().endOf('month').toDate(),
+      };
+    case 'this_year':
+      return {
+        fromDate: moment().startOf('year').toDate(),
+        toDate: moment().endOf('year').toDate(),
+      };
+    case 'last_week':
+      return {
+        fromDate: moment().subtract(1, 'weeks').startOf('week').toDate(),
+        toDate: moment().subtract(1, 'weeks').endOf('week').toDate(),
+      };
+    case 'last_month':
+      return {
+        fromDate: moment().subtract(1, 'months').startOf('month').toDate(),
+        toDate: moment().subtract(1, 'months').endOf('month').toDate(),
+      };
+    case 'last_year':
+      return {
+        fromDate: moment().subtract(1, 'years').startOf('year').toDate(),
+        toDate: moment().subtract(1, 'years').endOf('year').toDate(),
+      };
+    case 'all_dates':
+    case 'custom':
+    default:
+      return { fromDate: null, toDate: null };
+  }
+};

packages/webapp/src/containers/CashFlow/AccountTransactions/AccountTransactionsUncategorizeFilter.tsx

@@ -1,10 +1,12 @@
 // @ts-nocheck
-import * as R from 'ramda';
 import { useMemo } from 'react';
+import * as R from 'ramda';
 import { useAppQueryString } from '@/hooks';
-import { Group } from '@/components';
+import { Group, Stack, } from '@/components';
 import { useAccountTransactionsContext } from './AccountTransactionsProvider';
 import { TagsControl } from '@/components/TagsControl';
+import { AccountUncategorizedDateFilter } from './UncategorizedTransactions/AccountUncategorizedDateFilter';
+import { Divider } from '@blueprintjs/core';
 
 export function AccountTransactionsUncategorizeFilter() {
   const { bankAccountMetaSummary } = useAccountTransactionsContext();
@@ -54,12 +56,17 @@ export function AccountTransactionsUncategorizeFilter() {
   );
 
   return (
-    <Group position={'apart'}>
+    <Group position={'apart'} style={{ marginBottom: 14 }}>
-      <TagsControl
+      <Group align={'stretch'} spacing={10}>
-        options={options}
+        <TagsControl
-        value={locationQuery?.uncategorizedFilter || 'all'}
+          options={options}
-        onValueChange={handleTabsChange}
+          value={locationQuery?.uncategorizedFilter || 'all'}
-      />
+          onValueChange={handleTabsChange}
+        />
+        <Divider />
+        <AccountUncategorizedDateFilter />
+      </Group>
+
       <TagsControl
         options={[{ value: 'excluded', label: 'Excluded' }]}
         value={locationQuery?.uncategorizedFilter || 'all'}

packages/webapp/src/containers/CashFlow/AccountTransactions/AllTransactionsUncategorizedBoot.tsx

@@ -2,9 +2,11 @@
 
 import React from 'react';
 import { flatten, map } from 'lodash';
+import * as R from 'ramda';
 import { IntersectionObserver } from '@/components';
 import { useAccountUncategorizedTransactionsInfinity } from '@/hooks/query';
 import { useAccountTransactionsContext } from './AccountTransactionsProvider';
+import { withBanking } from '../withBanking';
 
 const AccountUncategorizedTransactionsContext = React.createContext();
 
@@ -13,9 +15,15 @@ function flattenInfinityPagesData(data) {
 }
 
 /**
- * Account uncategorized transctions provider.
+ * Account un-categorized transactions provider.
  */
-function AccountUncategorizedTransactionsBoot({ children }) {
+function AccountUncategorizedTransactionsBootRoot({
+  // #withBanking
+  uncategorizedTransactionsFilter,
+
+  // #ownProps
+  children,
+}) {
   const { accountId } = useAccountTransactionsContext();
 
   // Fetches the uncategorized transactions.
@@ -29,6 +37,8 @@ function AccountUncategorizedTransactionsBoot({ children }) {
     hasNextPage: hasUncategorizedTransactionsNextPage,
   } = useAccountUncategorizedTransactionsInfinity(accountId, {
     page_size: 50,
+    min_date: uncategorizedTransactionsFilter?.fromDate || null,
+    max_date: uncategorizedTransactionsFilter?.toDate || null,
   });
   // Memorized the cashflow account transactions.
   const uncategorizedTransactions = React.useMemo(
@@ -69,6 +79,12 @@ function AccountUncategorizedTransactionsBoot({ children }) {
   );
 }
 
+const AccountUncategorizedTransactionsBoot = R.compose(
+  withBanking(({ uncategorizedTransactionsFilter }) => ({
+    uncategorizedTransactionsFilter,
+  })),
+)(AccountUncategorizedTransactionsBootRoot);
+
 const useAccountUncategorizedTransactionsContext = () =>
   React.useContext(AccountUncategorizedTransactionsContext);
 

packages/webapp/src/containers/CashFlow/AccountTransactions/ExcludedTransactions/ExcludedTransactionsTableBoot.tsx

@@ -1,9 +1,11 @@
 // @ts-nocheck
 import React from 'react';
 import { flatten, map } from 'lodash';
+import * as R from 'ramda';
 import { IntersectionObserver } from '@/components';
 import { useAccountTransactionsContext } from '../AccountTransactionsProvider';
 import { useExcludedBankTransactionsInfinity } from '@/hooks/query/bank-rules';
+import { withBanking } from '../../withBanking';
 
 interface ExcludedBankTransactionsContextValue {
   isExcludedTransactionsLoading: boolean;
@@ -27,7 +29,11 @@ interface ExcludedBankTransactionsTableBootProps {
 /**
  * Account uncategorized transctions provider.
  */
-function ExcludedBankTransactionsTableBoot({
+function ExcludedBankTransactionsTableBootRoot({
+  // #withBanking
+  uncategorizedTransactionsFilter,
+
+  // #ownProps
   children,
 }: ExcludedBankTransactionsTableBootProps) {
   const { accountId } = useAccountTransactionsContext();
@@ -44,6 +50,8 @@ function ExcludedBankTransactionsTableBoot({
   } = useExcludedBankTransactionsInfinity({
     page_size: 50,
     account_id: accountId,
+    min_date: uncategorizedTransactionsFilter?.fromDate || null,
+    max_date: uncategorizedTransactionsFilter.toDate || null,
   });
   // Memorized the cashflow account transactions.
   const excludedBankTransactions = React.useMemo(
@@ -84,6 +92,12 @@ function ExcludedBankTransactionsTableBoot({
   );
 }
 
+const ExcludedBankTransactionsTableBoot = R.compose(
+  withBanking(({ uncategorizedTransactionsFilter }) => ({
+    uncategorizedTransactionsFilter,
+  })),
+)(ExcludedBankTransactionsTableBootRoot);
+
 const useExcludedTransactionsBoot = () =>
   React.useContext(ExcludedTransactionsContext);
 

packages/webapp/src/containers/CashFlow/AccountTransactions/RecognizedTransactions/RecognizedTransactionsTableBoot.tsx

@@ -1,9 +1,11 @@
 // @ts-nocheck
 import React from 'react';
 import { flatten, map } from 'lodash';
-import { IntersectionObserver } from '@/components';
+import * as R from 'ramda';
+import { IntersectionObserver, NumericInputCell } from '@/components';
 import { useAccountTransactionsContext } from '../AccountTransactionsProvider';
 import { useRecognizedBankTransactionsInfinity } from '@/hooks/query/bank-rules';
+import { withBanking } from '../../withBanking';
 
 interface RecognizedTransactionsContextValue {
   isRecongizedTransactionsLoading: boolean;
@@ -27,7 +29,10 @@ interface RecognizedTransactionsTableBootProps {
 /**
  * Account uncategorized transctions provider.
  */
-function RecognizedTransactionsTableBoot({
+function RecognizedTransactionsTableBootRoot({
+  // #withBanking
+  uncategorizedTransactionsFilter,
+
   children,
 }: RecognizedTransactionsTableBootProps) {
   const { accountId } = useAccountTransactionsContext();
@@ -44,6 +49,8 @@ function RecognizedTransactionsTableBoot({
   } = useRecognizedBankTransactionsInfinity({
     page_size: 50,
     account_id: accountId,
+    min_date: uncategorizedTransactionsFilter.fromDate || null,
+    max_date: uncategorizedTransactionsFilter?.toDate || null,
   });
   // Memorized the cashflow account transactions.
   const recognizedTransactions = React.useMemo(
@@ -84,6 +91,12 @@ function RecognizedTransactionsTableBoot({
   );
 }
 
+const RecognizedTransactionsTableBoot = R.compose(
+  withBanking(({ uncategorizedTransactionsFilter }) => ({
+    uncategorizedTransactionsFilter,
+  })),
+)(RecognizedTransactionsTableBootRoot);
+
 const useRecognizedTransactionsBoot = () =>
   React.useContext(RecognizedTransactionsContext);
 

packages/webapp/src/containers/CashFlow/AccountTransactions/UncategorizedTransactions/AccountUncategorizedDateFilter.tsx

@@ -0,0 +1,105 @@
+// @ts-nocheck
+import { useState } from 'react';
+import * as R from 'ramda';
+import moment from 'moment';
+import { Box, Icon } from '@/components';
+import { Classes, Popover, Position } from '@blueprintjs/core';
+import { withBankingActions } from '../../withBankingActions';
+import { withBanking } from '../../withBanking';
+import { AccountTransactionsDateFilterForm } from '../AccountTransactionsDateFilter';
+import { TagButton } from './TagButton';
+
+function AccountUncategorizedDateFilterRoot({
+  uncategorizedTransactionsFilter,
+}) {
+  const fromDate = uncategorizedTransactionsFilter?.fromDate;
+  const toDate = uncategorizedTransactionsFilter?.toDate;
+
+  const fromDateFormatted = moment(fromDate).isSame(
+    moment().format('YYYY'),
+    'year',
+  )
+    ? moment(fromDate).format('MMM, DD')
+    : moment(fromDate).format('MMM, DD, YYYY');
+  const toDateFormatted = moment(toDate).isSame(moment().format('YYYY'), 'year')
+    ? moment(toDate).format('MMM, DD')
+    : moment(toDate).format('MMM, DD, YYYY');
+
+  const buttonText =
+    fromDate && toDate
+      ? `Date: ${fromDateFormatted} → ${toDateFormatted}`
+      : 'Date Filter';
+
+  // Popover open state.
+  const [isOpen, setIsOpen] = useState<boolean>(false);
+
+  // Handle the filter form submitting.
+  const handleSubmit = () => {
+    setIsOpen(false);
+  };
+
+  return (
+    <Popover
+      content={
+        <Box style={{ padding: 18 }}>
+          <UncategorizedTransactionsDateFilter onSubmit={handleSubmit} />
+        </Box>
+      }
+      position={Position.RIGHT}
+      popoverClassName={Classes.POPOVER_CONTENT}
+      isOpen={isOpen}
+      onClose={() => setIsOpen(false)}
+    >
+      <TagButton
+        outline
+        icon={<Icon icon={'date-range'} />}
+        onClick={() => setIsOpen(!isOpen)}
+      >
+        {buttonText}
+      </TagButton>
+    </Popover>
+  );
+}
+
+export const AccountUncategorizedDateFilter = R.compose(
+  withBanking(({ uncategorizedTransactionsFilter }) => ({
+    uncategorizedTransactionsFilter,
+  })),
+)(AccountUncategorizedDateFilterRoot);
+
+export const UncategorizedTransactionsDateFilter = R.compose(
+  withBankingActions,
+  withBanking(({ uncategorizedTransactionsFilter }) => ({
+    uncategorizedTransactionsFilter,
+  })),
+)(
+  ({
+    // #withBankingActions
+    setUncategorizedTransactionsFilter,
+
+    // #withBanking
+    uncategorizedTransactionsFilter,
+
+    // #ownProps
+    onSubmit,
+  }) => {
+    const initialValues = {
+      ...uncategorizedTransactionsFilter,
+    };
+
+    const handleSubmit = (values) => {
+      setUncategorizedTransactionsFilter({
+        fromDate: values.fromDate,
+        toDate: values.toDate,
+      });
+      onSubmit && onSubmit(values);
+    };
+
+    return (
+      <AccountTransactionsDateFilterForm
+        initialValues={initialValues}
+        onSubmit={handleSubmit}
+      />
+    );
+  },
+);

packages/webapp/src/containers/CashFlow/AccountTransactions/UncategorizedTransactions/TagButton.module.scss

@@ -0,0 +1,11 @@
+.root{
+  min-height: 26px;
+  border-radius: 15px;
+  font-size: 13px;
+  padding: 0 10px;
+
+  &:global(.bp4-button:not([class*=bp4-intent-]):not(.bp4-minimal)) {
+    background: #fff;
+    border: 1px solid #e1e2e8;
+  }
+}

packages/webapp/src/containers/CashFlow/AccountTransactions/UncategorizedTransactions/TagButton.tsx

@@ -0,0 +1,9 @@
+// @ts-nocheck
+import { Button } from "@blueprintjs/core"
+import styles from './TagButton.module.scss';
+
+
+
+export const TagButton = (props) => {
+  return <Button  {...props} className={styles.root} />
+}

packages/webapp/src/containers/CashFlow/withBanking.ts

@@ -25,6 +25,8 @@ export const withBanking = (mapState) => {
 
       categorizedTransactionsSelected:
         state.plaid.categorizedTransactionsSelected,
+
+      uncategorizedTransactionsFilter: state.plaid.uncategorizedFilter
     };
     return mapState ? mapState(mapped, state, props) : mapped;
   };

packages/webapp/src/containers/CashFlow/withBankingActions.ts

@@ -15,6 +15,8 @@ import {
   removeTransactionsToCategorizeSelected,
   setCategorizedTransactionsSelected,
   resetCategorizedTransactionsSelected,
+  setUncategorizedTransactionsFilter,
+  resetUncategorizedTranasctionsFilter,
 } from '@/store/banking/banking.reducer';
 
 export interface WithBankingActionsProps {
@@ -40,6 +42,9 @@ export interface WithBankingActionsProps {
 
   setCategorizedTransactionsSelected: (ids: Array<string | number>) => void;
   resetCategorizedTransactionsSelected: () => void;
+
+  setUncategorizedTransactionsFilter: (filter: any) => void;
+  resetUncategorizedTranasctionsFilter: () => void;
 }
 
 const mapDipatchToProps = (dispatch: any): WithBankingActionsProps => ({
@@ -138,6 +143,19 @@ const mapDipatchToProps = (dispatch: any): WithBankingActionsProps => ({
    */
   resetCategorizedTransactionsSelected: () =>
     dispatch(resetCategorizedTransactionsSelected()),
+
+  /**
+   * Sets the uncategorized transactions filter.
+   * @param {any} filter -
+   */
+  setUncategorizedTransactionsFilter: (filter: any) =>
+    dispatch(setUncategorizedTransactionsFilter({ filter })),
+
+  /**
+   * Resets the uncategorized transactions filter.
+   */
+  resetUncategorizedTranasctionsFilter: () =>
+    dispatch(resetUncategorizedTranasctionsFilter()),
 });
 
 export const withBankingActions = connect<

packages/webapp/src/containers/OneClickDemo/EnsureOneClickDemoAccountEnabled.tsx

@@ -1,6 +1,6 @@
 import React from 'react';
 import { Redirect } from 'react-router-dom';
-import { Config } from '@/config';
+import { useOneClickDemoBoot } from './OneClickDemoBoot';
 
 interface EnsureOneClickDemoAccountEnabledProps {
   children: React.ReactNode;
@@ -11,9 +11,10 @@ export const EnsureOneClickDemoAccountEnabled = ({
   children,
   redirectTo = '/',
 }: EnsureOneClickDemoAccountEnabledProps) => {
-  const enabeld = Config.oneClickDemo.enable || false;
+  const { authMeta } = useOneClickDemoBoot();
+  const enabled = authMeta?.meta?.one_click_demo?.enable || false;
 
-  if (!enabeld) {
+  if (!enabled) {
     return <Redirect to={{ pathname: redirectTo }} />;
   }
   return <>{children}</>;

packages/webapp/src/containers/OneClickDemo/OneClickDemoBoot.tsx

@@ -0,0 +1,45 @@
+import React, { createContext, useContext, ReactNode } from 'react';
+import { useAuthMetadata } from '@/hooks/query/authentication';
+
+interface OneClickDemoContextType {
+  authMeta: any;
+}
+
+const OneClickDemoContext = createContext<OneClickDemoContextType>(
+  {} as OneClickDemoContextType,
+);
+
+export const useOneClickDemoBoot = () => {
+  const context = useContext(OneClickDemoContext);
+
+  if (!context) {
+    throw new Error(
+      'useOneClickDemo must be used within a OneClickDemoProvider',
+    );
+  }
+  return context;
+};
+
+interface OneClickDemoBootProps {
+  children: ReactNode;
+}
+
+export const OneClickDemoBoot: React.FC<OneClickDemoBootProps> = ({
+  children,
+}) => {
+  const { isLoading: isAuthMetaLoading, data: authMeta } = useAuthMetadata();
+
+  const value = {
+    isAuthMetaLoading,
+    authMeta,
+  };
+
+  if (isAuthMetaLoading) {
+    return null;
+  }
+  return (
+    <OneClickDemoContext.Provider value={value}>
+      {children}
+    </OneClickDemoContext.Provider>
+  );
+};

packages/webapp/src/containers/OneClickDemo/OneClickDemoPage.tsx

@@ -1,97 +1,16 @@
-// @ts-nocheck
+import { EnsureAuthNotAuthenticated } from '@/components/Guards/EnsureAuthNotAuthenticated';
-import { Button, Intent, ProgressBar, Text } from '@blueprintjs/core';
+import { EnsureOneClickDemoAccountEnabled } from './EnsureOneClickDemoAccountEnabled';
-import { useEffect, useState } from 'react';
+import { OneClickDemoBoot } from './OneClickDemoBoot';
-import {
+import { OneClickDemoPageContent } from './OneClickDemoPageContent';
-  useCreateOneClickDemo,
-  useOneClickDemoSignin,
-} from '@/hooks/query/oneclick-demo';
-import { Box, Icon, Stack } from '@/components';
-import { useJob } from '@/hooks/query';
-import style from './OneClickDemoPage.module.scss';
 
 export default function OneClickDemoPage() {
-  const {
-    mutateAsync: createOneClickDemo,
-    isLoading: isCreateOneClickLoading,
-  } = useCreateOneClickDemo();
-  const {
-    mutateAsync: oneClickDemoSignIn,
-    isLoading: isOneclickDemoSigningIn,
-  } = useOneClickDemoSignin();
-
-  // Job states.
-  const [demoId, setDemoId] = useState<string>('');
-  const [buildJobId, setBuildJobId] = useState<string>('');
-  const [isJobDone, setIsJobDone] = useState<boolean>(false);
-
-  const {
-    data: { running, completed },
-  } = useJob(buildJobId, {
-    refetchInterval: 2000,
-    enabled: !isJobDone && !!buildJobId,
-  });
-
-  useEffect(() => {
-    if (completed) {
-      setIsJobDone(true);
-    }
-  }, [completed, setIsJobDone]);
-
-  // One the job done request sign-in using the demo id.
-  useEffect(() => {
-    if (isJobDone) {
-      oneClickDemoSignIn({ demoId }).then((res) => {
-        debugger;
-      });
-    }
-    // eslint-disable-next-line react-hooks/exhaustive-deps
-  }, [isJobDone]);
-
-  const handleCreateAccountBtnClick = () => {
-    createOneClickDemo({})
-      .then(({ data: { data } }) => {
-        setBuildJobId(data?.build_job?.job_id);
-        setDemoId(data?.demo_id);
-      })
-      .catch(() => {});
-  };
-  const isLoading = running || isOneclickDemoSigningIn;
-
   return (
-    <Box className={style.root}>
+    <EnsureAuthNotAuthenticated>
-      <Box className={style.inner}>
+      <OneClickDemoBoot>
-        <Stack align={'center'} spacing={40}>
+        <EnsureOneClickDemoAccountEnabled>
-          <Icon icon="bigcapital" height={37} width={228} />
+          <OneClickDemoPageContent />
-
+        </EnsureOneClickDemoAccountEnabled>
-          {isLoading && (
+      </OneClickDemoBoot>
-            <Stack align={'center'} spacing={15}>
+    </EnsureAuthNotAuthenticated>
-              <ProgressBar stripes value={null} className={style.progressBar} />
-              {isOneclickDemoSigningIn && (
-                <Text className={style.waitingText}>
-                  It's signin-in to your demo account, Just a second!
-                </Text>
-              )}
-              {running && (
-                <Text className={style.waitingText}>
-                  We're preparing temporary environment for trial, It typically
-                  take few seconds. Do not close or refresh the page.
-                </Text>
-              )}
-            </Stack>
-          )}
-        </Stack>
-
-        {!isLoading && (
-          <Button
-            className={style.oneClickBtn}
-            intent={Intent.NONE}
-            onClick={handleCreateAccountBtnClick}
-            loading={isCreateOneClickLoading}
-          >
-            Create Demo Account
-          </Button>
-        )}
-      </Box>
-    </Box>
   );
 }

packages/webapp/src/containers/OneClickDemo/OneClickDemoPageContent.tsx

@@ -0,0 +1,97 @@
+// @ts-nocheck
+import { Button, Intent, ProgressBar, Text } from '@blueprintjs/core';
+import { useEffect, useState } from 'react';
+import {
+  useCreateOneClickDemo,
+  useOneClickDemoSignin,
+} from '@/hooks/query/oneclick-demo';
+import { Box, Icon, Stack } from '@/components';
+import { useJob } from '@/hooks/query';
+import style from './OneClickDemoPage.module.scss';
+
+export function OneClickDemoPageContent() {
+  const {
+    mutateAsync: createOneClickDemo,
+    isLoading: isCreateOneClickLoading,
+  } = useCreateOneClickDemo();
+  const {
+    mutateAsync: oneClickDemoSignIn,
+    isLoading: isOneclickDemoSigningIn,
+  } = useOneClickDemoSignin();
+
+  // Job states.
+  const [demoId, setDemoId] = useState<string>('');
+  const [buildJobId, setBuildJobId] = useState<string>('');
+  const [isJobDone, setIsJobDone] = useState<boolean>(false);
+
+  const {
+    data: { running, completed },
+  } = useJob(buildJobId, {
+    refetchInterval: 2000,
+    enabled: !isJobDone && !!buildJobId,
+  });
+
+  useEffect(() => {
+    if (completed) {
+      setIsJobDone(true);
+    }
+  }, [completed, setIsJobDone]);
+
+  // One the job done request sign-in using the demo id.
+  useEffect(() => {
+    if (isJobDone) {
+      oneClickDemoSignIn({ demoId }).then((res) => {
+        debugger;
+      });
+    }
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [isJobDone]);
+
+  const handleCreateAccountBtnClick = () => {
+    createOneClickDemo({})
+      .then(({ data: { data } }) => {
+        setBuildJobId(data?.build_job?.job_id);
+        setDemoId(data?.demo_id);
+      })
+      .catch(() => {});
+  };
+  const isLoading = running || isOneclickDemoSigningIn;
+
+  return (
+    <Box className={style.root}>
+      <Box className={style.inner}>
+        <Stack align={'center'} spacing={40}>
+          <Icon icon="bigcapital" height={37} width={228} />
+
+          {isLoading && (
+            <Stack align={'center'} spacing={15}>
+              <ProgressBar stripes value={null} className={style.progressBar} />
+              {isOneclickDemoSigningIn && (
+                <Text className={style.waitingText}>
+                  It's signin-in to your demo account, Just a second!
+                </Text>
+              )}
+              {running && (
+                <Text className={style.waitingText}>
+                  We're preparing temporary environment for trial, It typically
+                  take few seconds. Do not close or refresh the page.
+                </Text>
+              )}
+            </Stack>
+          )}
+        </Stack>
+
+        {!isLoading && (
+          <Button
+            className={style.oneClickBtn}
+            intent={Intent.NONE}
+            onClick={handleCreateAccountBtnClick}
+            loading={isCreateOneClickLoading}
+          >
+            Create Demo Account
+          </Button>
+        )}
+      </Box>
+    </Box>
+  );
+}

packages/webapp/src/containers/Setup/SetupLeftSection.module.scss

@@ -2,9 +2,9 @@
   width: 100%;
   margin-bottom: 2rem;
   background: transparent;
-  color: rgba(255, 255, 255, 0.75);
+  color: rgba(255, 255, 255, 0.6);
-  border: 1px solid rgb(255, 255, 255, 0.3);
+  border: 1px solid rgb(255, 255, 255, 0.2);
-  padding: 10px;
+  padding: 8px;
   font-size: 13px;
   font-weight: 500;
   border-radius: 5px;
@@ -12,11 +12,11 @@
   transition: border 0.15s ease-in-out, color 0.15s ease-in-out;
 
   &:hover {
-    color: rgba(255, 255, 255, 0.95);
+    color: rgba(255, 255, 255, 0.7);
-    border: 1px solid rgb(255, 255, 255, 0.6);   
+    border: 1px solid rgb(255, 255, 255, 0.3);   
   }
 }
 .demoButtonLabel{
-  color: rgba(255, 255, 255, 0.75);
+  color: rgba(255, 255, 255, 0.5);
   font-size: 13px;
 }

packages/webapp/src/containers/Setup/SetupLeftSection.tsx

@@ -6,7 +6,7 @@ import { Icon, For, FormattedMessage as T, Stack } from '@/components';
 import { getFooterLinks } from '@/constants/footerLinks';
 import { useAuthActions } from '@/hooks/state';
 import style from './SetupLeftSection.module.scss';
-import { Config } from '@/config';
+import { useAuthMetadata } from '@/hooks/query';
 
 /**
  * Footer item link.
@@ -28,13 +28,16 @@ function SetupLeftSectionFooter() {
   // Retrieve the footer links.
   const footerLinks = getFooterLinks();
 
+  const { data: authMeta } = useAuthMetadata();
+  const demoUrl = authMeta?.meta?.one_click_demo?.demo_url;
+
   const handleDemoBtnClick = () => {
-    window.open(Config.oneClickDemo.demoUrl);
+    window.open(demoUrl);
   };
 
   return (
     <div className={'content__footer'}>
-      {Config.oneClickDemo.demoUrl && (
+      {demoUrl && (
         <Stack spacing={16}>
           <Text className={style.demoButtonLabel}>Not Now?</Text>
           <button className={style.demoButton} onClick={handleDemoBtnClick}>

packages/webapp/src/hooks/query/authentication.tsx

@@ -100,7 +100,7 @@ export const useAuthResetPassword = (props) => {
 /**
  * Fetches the authentication page metadata.
  */
-export const useAuthMetadata = (props) => {
+export const useAuthMetadata = (props = {}) => {
   return useRequestQuery(
     [t.AUTH_METADATA_PAGE],
     {

packages/webapp/src/hooks/query/cashflowAccounts.tsx

@@ -152,7 +152,7 @@ export function useAccountUncategorizedTransactionsInfinity(
   const apiRequest = useApiRequest();
 
   return useInfiniteQuery(
-    [t.CASHFLOW_ACCOUNT_UNCATEGORIZED_TRANSACTIONS_INFINITY, accountId],
+    [t.CASHFLOW_ACCOUNT_UNCATEGORIZED_TRANSACTIONS_INFINITY, accountId, query],
     async ({ pageParam = 1 }) => {
       const response = await apiRequest.http({
         ...axios,

packages/webapp/src/hooks/query/subscription.tsx

@@ -12,7 +12,7 @@ import useApiRequest from '../useRequest';
 import { transformToCamelCase } from '@/utils';
 
 const QueryKeys = {
-  Subscriptions: 'Subscriptions',
+  Subscriptions: 'GetSubscriptions',
 };
 
 interface CancelMainSubscriptionValues {}

packages/webapp/src/routes/preferences.tsx

@@ -6,7 +6,7 @@ import Roles from '../containers/Preferences/Users/Roles/RolesForm/RolesFormPage
 import Accountant from '@/containers/Preferences/Accountant/Accountant';
 import Currencies from '@/containers/Preferences/Currencies/Currencies';
 import Item from '@/containers/Preferences/Item';
-import SMSIntegration from '../containers/Preferences/SMSIntegration';
+// import SMSIntegration from '../containers/Preferences/SMSIntegration';
 import DefaultRoute from '../containers/Preferences/DefaultRoute';
 import Warehouses from '../containers/Preferences/Warehouses';
 import Branches from '../containers/Preferences/Branches';
@@ -85,11 +85,11 @@ export default [
     component: Item,
     exact: true,
   },
-  {
+  // {
-    path: `${BASE_URL}/sms-message`,
+  //   path: `${BASE_URL}/sms-message`,
-    component: SMSIntegration,
+  //   component: SMSIntegration,
-    exact: true,
+  //   exact: true,
-  },
+  // },
   {
     path: `${BASE_URL}/billing`,
     component: BillingPage,

packages/webapp/src/store/banking/banking.reducer.ts

@@ -14,6 +14,8 @@ interface StorePlaidState {
   enableMultipleCategorization: boolean;
 
   categorizedTransactionsSelected: Array<number | string>;
+
+  uncategorizedFilter: { fromDate?: string; toDate?: string };
 }
 
 export const PlaidSlice = createSlice({
@@ -31,6 +33,9 @@ export const PlaidSlice = createSlice({
     transactionsToCategorizeSelected: [],
     enableMultipleCategorization: false,
     categorizedTransactionsSelected: [],
+
+    // Filter
+    uncategorizedFilter: {},
   } as StorePlaidState,
   reducers: {
     setPlaidId: (state: StorePlaidState, action: PayloadAction<string>) => {
@@ -199,6 +204,26 @@ export const PlaidSlice = createSlice({
     resetCategorizedTransactionsSelected: (state: StorePlaidState) => {
       state.categorizedTransactionsSelected = [];
     },
+
+    /**
+     * Sets the uncategorized transactions filter.
+     * @param {StorePlaidState} state 
+     * @param {PayloadAction<{ filter: any }>} action 
+     */
+    setUncategorizedTransactionsFilter: (
+      state: StorePlaidState,
+      action: PayloadAction<{ filter: any }>,
+    ) => {
+      state.uncategorizedFilter = action.payload.filter;
+    },
+
+    /**
+     * Resets the uncategorized transactions filter.
+     * @param {StorePlaidState} state 
+     */
+    resetUncategorizedTranasctionsFilter: (state: StorePlaidState) => {
+      state.uncategorizedFilter = {};
+    },
   },
 });
 
@@ -220,6 +245,10 @@ export const {
   enableMultipleCategorization,
   setCategorizedTransactionsSelected,
   resetCategorizedTransactionsSelected,
+
+  // Uncategorized transactions filter.
+  setUncategorizedTransactionsFilter,
+  resetUncategorizedTranasctionsFilter,
 } = PlaidSlice.actions;
 
 export const getPlaidToken = (state: any) => state.plaid.plaidToken;
@@ -234,3 +263,6 @@ export const isMultipleCategorization = (state: any) =>
 
 export const getTransactionsToCategorizeIdsSelected = (state: any) =>
   state.plaid.transactionsToCategorizeSelected;
+
+export const getUncategorizedTransactionsFilter = (state: any) =>
+  state.uncategorizedFilter;

packages/webapp/src/style/objects/buttons.scss

@@ -17,7 +17,6 @@
 
   &.bp4-small {
     font-size: 13px;
-    min-height: 29px;
   }
 }
 

packages/webapp/src/style/pages/Setup/SetupPage.scss

@@ -72,7 +72,7 @@
 
       &__text {
         font-size: 18px;
-        opacity: 0.75;
+        opacity: 0.55;
         margin-bottom: 10px;
         font-weight: 200;
       }