Merge pull request #663 from bigcapitalhq/fix-uncategorize-bank-transaction

fix: Un-categorize bank transactions

.env.example

@@ -89,3 +89,7 @@ S3_ACCESS_KEY_ID=
 S3_SECRET_ACCESS_KEY=
 S3_ENDPOINT=
 S3_BUCKET=
+
+# PostHog 
+POSTHOG_API_KEY=
+POSTHOG_HOST=

packages/server/package.json

@@ -99,6 +99,7 @@
     "objection-unique": "^1.2.2",
     "plaid": "^10.3.0",
     "pluralize": "^8.0.0",
+    "posthog-node": "^4.2.0",
     "pug": "^3.0.2",
     "puppeteer": "^10.2.0",
     "qim": "0.0.52",

packages/server/src/api/middleware/SubscriptionMiddleware.ts

@@ -1,6 +1,8 @@
 import { Container } from 'typedi';
 import { Request, Response, NextFunction } from 'express';
 
+const SupportedMethods = ['POST', 'PUT'];
+
 export default (subscriptionSlug = 'main') =>
   async (req: Request, res: Response, next: NextFunction) => {
     const { tenant, tenantId } = req;
@@ -19,8 +21,10 @@ export default (subscriptionSlug = 'main') =>
         errors: [{ type: 'TENANT.HAS.NO.SUBSCRIPTION' }],
       });
     }
-    // Validate in case the subscription is inactive.
+    const isMethodSupported = SupportedMethods.includes(req.method);
-    else if (subscription.inactive()) {
+    const isSubscriptionInactive = subscription.inactive();
+
+    if (isMethodSupported && isSubscriptionInactive) {
       return res.boom.badRequest(null, {
         errors: [{ type: 'ORGANIZATION.SUBSCRIPTION.INACTIVE' }],
       });

packages/server/src/config/index.ts

@@ -253,4 +253,12 @@ module.exports = {
     enable: parseBoolean(process.env.ONE_CLICK_DEMO_ACCOUNTS, false),
     demoUrl: process.env.ONE_CLICK_DEMO_ACCOUNTS_URL || '',
   },
+
+  /**
+   * PostHog
+   */
+  posthog: {
+    apiKey: process.env.POSTHOG_API_KEY,
+    host: process.env.POSTHOG_HOST
+  }
 };

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

@@ -0,0 +1,79 @@
+export const SALE_INVOICE_CREATED = 'Sale invoice created';
+export const SALE_INVOICE_EDITED = 'Sale invoice d';
+export const SALE_INVOICE_DELETED = 'Sale invoice deleted';
+export const SALE_INVOICE_MAIL_DELIVERED = 'Sale invoice mail delivered';
+
+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 PAYMENT_RECEIVED_CREATED = 'Payment received created';
+export const PAYMENT_RECEIVED_EDITED = 'payment received edited';
+export const PAYMENT_RECEIVED_DELETED = 'Payment received deleted';
+
+export const BILL_CREATED = 'Bill created';
+export const BILL_EDITED = 'Bill edited';
+export const BILL_DELETED = 'Bill deleted';
+
+export const PAYMENT_MADE_CREATED = 'Payment made created';
+export const PAYMENT_MADE_EDITED = 'Payment made edited';
+export const PAYMENT_MADE_DELETED = 'Payment made deleted';
+
+export const EXPENSE_CREATED = 'Expense created';
+export const EXPENSE_EDITED = 'Expense edited';
+export const EXPENSE_DELETED = 'Expense deleted';
+
+export const ACCOUNT_CREATED = 'Account created';
+export const ACCOUNT_EDITED = 'Account Edited';
+export const ACCOUNT_DELETED = 'Account deleted';
+
+export const ITEM_EVENT_CREATED = 'Item created';
+export const ITEM_EVENT_EDITED = 'Item edited';
+export const ITEM_EVENT_DELETED = 'Item deleted';
+
+export const AUTH_SIGNED_UP = 'Auth Signed-up';
+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 CUSTOMER_CREATED = 'Customer created';
+export const CUSTOMER_EDITED = 'Customer edited';
+export const CUSTOMER_DELETED = 'Customer deleted';
+
+export const VENDOR_CREATED = 'Vendor created';
+export const VENDOR_EDITED = 'Vendor edited';
+export const VENDOR_DELETED = 'Vendor deleted';
+
+export const TRANSACTIONS_LOCKING_LOCKED = 'Transactions locking locked';
+export const TRANSACTIONS_LOCKING_LOCKING_CANCELLED =
+  'Transactions locking cancelled';
+export const TRANSACTIONS_LOCKING_PARTIALLY_UNLOCKED =
+  'Transactions locking partially unlocked';
+export const TRANSACTIONS_LOCKING_PARTIALLY_UNLOCK_CANCELLED =
+  'Transactions locking partially unlock cancelled';
+
+export const BANK_TRANSACTION_MATCHED = 'Bank transaction matching deleted';
+export const BANK_TRANSACTION_EXCLUDED = 'Bank transaction excluded';
+export const BANK_TRANSACTION_CATEGORIZED = 'Bank transaction categorized';
+export const BANK_TRANSACTION_UNCATEGORIZED = 'Bank transaction uncategorized';
+export const BANK_ACCOUNT_DISCONNECTED = 'Bank account disconnected';
+
+export const MANUAL_JOURNAL_CREATED = 'Manual journal created';
+export const MANUAL_JOURNAL_EDITED = 'Manual journal edited';
+export const MANUAL_JOURNAL_DELETED = 'Manual journal deleted';
+export const MANUAL_JOURNAL_PUBLISHED = 'Manual journal published';
+
+export const BANK_RULE_CREATED = 'Bank rule created';
+export const BANK_RULE_EDITED = 'Bank rule edited';
+export const BANK_RULE_DELETED = 'Bank rule deleted';
+
+// # Event Groups
+export const ACCOUNT_GROUP = 'Account';
+export const ITEM_GROUP = 'Item';
+export const AUTH_GROUP = 'Auth';
+export const SALE_GROUP = 'Sale';
+export const PAYMENT_GROUP = 'Payment';
+export const BILL_GROUP = 'Bill';
+export const EXPENSE_GROUP = 'Expense';

packages/server/src/interfaces/Bill.ts

@@ -99,6 +99,7 @@ export interface IBillsFilter extends IDynamicListFilterDTO {
   stringifiedFilterRoles?: string;
   page: number;
   pageSize: number;
+  filterQuery?: (q: any) => void;
 }
 
 export interface IBillsService {

packages/server/src/interfaces/CashflowService.ts

@@ -146,6 +146,7 @@ export interface ICashflowTransactionUncategorizedPayload {
   tenantId: number;
   uncategorizedTransactionId: number;
   uncategorizedTransactions: Array<IUncategorizedCashflowTransaction>;
+  oldMainUncategorizedTransaction: IUncategorizedCashflowTransaction;
   oldUncategorizedTransactions: Array<IUncategorizedCashflowTransaction>;
   trx: Knex.Transaction;
 }

packages/server/src/interfaces/Contact.ts

@@ -241,6 +241,7 @@ export interface ICustomerEventCreatingPayload {
   trx: Knex.Transaction;
 }
 export interface ICustomerEventEditedPayload {
+  tenantId: number
   customerId: number;
   customer: ICustomer;
   trx: Knex.Transaction;

packages/server/src/interfaces/CreditNote.ts

@@ -1,10 +1,10 @@
 import { Knex } from 'knex';
-import { IDynamicListFilter, IItemEntry, IVendorCredit } from '@/interfaces';
+import { IDynamicListFilter, IItemEntry } from '@/interfaces';
 import { ILedgerEntry } from './Ledger';
 import { AttachmentLinkDTO } from './Attachments';
 
 export interface ICreditNoteEntryNewDTO {
-  index: number;
+  index?: number;
   itemId: number;
   rate: number;
   quantity: number;
@@ -22,7 +22,7 @@ export interface ICreditNoteNewDTO {
   entries: ICreditNoteEntryNewDTO[];
   branchId?: number;
   warehouseId?: number;
-  attachments?: AttachmentLinkDTO[]
+  attachments?: AttachmentLinkDTO[];
 }
 
 export interface ICreditNoteEditDTO {
@@ -35,7 +35,7 @@ export interface ICreditNoteEditDTO {
   entries: ICreditNoteEntryNewDTO[];
   branchId?: number;
   warehouseId?: number;
-  attachments?: AttachmentLinkDTO[]
+  attachments?: AttachmentLinkDTO[];
 }
 
 export interface ICreditNoteEntry extends IItemEntry {}
@@ -61,7 +61,7 @@ export interface ICreditNote {
   localAmount?: number;
   branchId?: number;
   warehouseId: number;
-  createdAt?: Date,
+  createdAt?: Date;
 }
 
 export enum CreditNoteAction {
@@ -130,7 +130,9 @@ export interface ICreditNoteOpenedPayload {
   trx: Knex.Transaction;
 }
 
-export interface ICreditNotesQueryDTO {}
+export interface ICreditNotesQueryDTO {
+  filterQuery?: (query: any) => void;
+}
 
 export interface ICreditNotesQueryDTO extends IDynamicListFilter {
   page: number;

packages/server/src/interfaces/Expenses.ts

@@ -17,6 +17,7 @@ export interface IExpensesFilter {
   columnSortBy: string;
   sortOrder: string;
   viewSlug?: string;
+  filterQuery?: (query: any) => void;
 }
 
 export interface IExpense {

packages/server/src/interfaces/ItemEntry.ts

@@ -48,6 +48,7 @@ export interface IItemEntry {
 
 export interface IItemEntryDTO {
   id?: number;
+  index?: number;
   itemId: number;
   landedCost?: boolean;
   warehouseId?: number;

packages/server/src/interfaces/Model.ts

@@ -151,6 +151,7 @@ export interface IModelMetaFieldCommon2 {
   importHint?: string;
   order?: number;
   unique?: number;
+  features?: Array<any>
 }
 
 export interface IModelMetaRelationField2 {

packages/server/src/interfaces/PaymentReceive.ts

@@ -66,7 +66,7 @@ export interface IPaymentReceivedEntry {
 
 export interface IPaymentReceivedEntryDTO {
   id?: number;
-  index: number;
+  index?: number;
   paymentReceiveId?: number;
   invoiceId: number;
   paymentAmount: number;
@@ -74,6 +74,7 @@ export interface IPaymentReceivedEntryDTO {
 
 export interface IPaymentsReceivedFilter extends IDynamicListFilterDTO {
   stringifiedFilterRoles?: string;
+  filterQuery?: (trx: Knex.Transaction) => void;
 }
 
 export interface IPaymentReceivePageEntry {

packages/server/src/interfaces/SaleEstimate.ts

@@ -44,6 +44,7 @@ export interface ISaleEstimateDTO {
 
 export interface ISalesEstimatesFilter extends IDynamicListFilterDTO {
   stringifiedFilterRoles?: string;
+  filterQuery?: (q: any) => void;
 }
 
 export interface ISalesEstimatesService {

packages/server/src/interfaces/SaleInvoice.ts

@@ -79,6 +79,7 @@ export interface ISalesInvoicesFilter extends IDynamicListFilter {
   page: number;
   pageSize: number;
   searchKeyword?: string;
+  filterQuery?: (q: Knex.QueryBuilder) => void;
 }
 
 export interface ISalesInvoicesService {

packages/server/src/interfaces/SaleReceipt.ts

@@ -29,7 +29,9 @@ export interface ISaleReceipt {
   entries?: IItemEntry[];
 }
 
-export interface ISalesReceiptsFilter {}
+export interface ISalesReceiptsFilter {
+  filterQuery?: (query: any) => void;
+}
 
 export interface ISaleReceiptDTO {
   customerId: number;

packages/server/src/interfaces/VendorCredit.ts

@@ -106,6 +106,7 @@ export interface IVendorCreditsQueryDTO extends IDynamicListFilter {
   page: number;
   pageSize: number;
   searchKeyword?: string;
+  filterQuery?: (q: any) => void;
 }
 
 export interface IVendorCreditEditingPayload {

packages/server/src/lib/Transformer/Transformer.ts

@@ -2,6 +2,7 @@ import moment from 'moment';
 import * as R from 'ramda';
 import { includes, isFunction, isObject, isUndefined, omit } from 'lodash';
 import { formatNumber, sortObjectKeysAlphabetically } from 'utils';
+import { EXPORT_DTE_FORMAT } from '@/services/Export/constants';
 
 export class Transformer {
   public context: any;
@@ -156,22 +157,34 @@ export class Transformer {
   }
 
   /**
-   *
+   * Format date.
-   * @param date
+   * @param {} date
-   * @returns
+   * @param {string} format -
+   * @returns {}
    */
-  protected formatDate(date) {
+  protected formatDate(date, format?: string) {
-    return date ? moment(date).format(this.dateFormat) : '';
+    // Use the export date format if the async operation is in exporting,
+    // otherwise use the given or default format.
+    const _format = this.context.exportAls.isExport
+      ? EXPORT_DTE_FORMAT
+      : format || this.dateFormat;
+
+    return date ? moment(date).format(_format) : '';
   }
 
-  protected formatDateFromNow(date){
+  /**
+   *
+   * @param date
+   * @returns {}
+   */
+  protected formatDateFromNow(date) {
     return date ? moment(date).fromNow(true) : '';
   }
 
   /**
    *
    * @param number
-   * @returns
+   * @returns {}
    */
   protected formatNumber(number, props?) {
     return formatNumber(number, { money: false, ...props });
@@ -181,7 +194,7 @@ export class Transformer {
    *
    * @param money
    * @param options
-   * @returns
+   * @returns {}
    */
   protected formatMoney(money, options?) {
     return formatNumber(money, {

packages/server/src/lib/Transformer/TransformerInjectable.ts

@@ -3,12 +3,17 @@ import { isNull } from 'lodash';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { TenantMetadata } from '@/system/models';
 import { Transformer } from './Transformer';
+import { ImportAls } from '@/services/Import/ImportALS';
+import { ExportAls } from '@/services/Export/ExportAls';
 
 @Service()
 export class TransformerInjectable {
   @Inject()
   private tenancy: HasTenancyService;
 
+  @Inject()
+  private exportAls: ExportAls;
+
   /**
    * Retrieves the application context of all tenant transformers.
    * @param   {number} tenantId
@@ -17,10 +22,12 @@ export class TransformerInjectable {
   async getApplicationContext(tenantId: number) {
     const i18n = this.tenancy.i18n(tenantId);
     const organization = await TenantMetadata.query().findOne({ tenantId });
+    const exportAls = this.exportAls;
 
     return {
       organization,
       i18n,
+      exportAls,
     };
   }
 

packages/server/src/loaders/eventEmitter.ts

@@ -118,6 +118,7 @@ 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';
+import { EventsTrackerListeners } from '@/services/EventsTracker/events/events';
 
 export default () => {
   return new EventPublisher();
@@ -289,5 +290,7 @@ export const susbcribers = () => {
 
     // Demo Account
     SeedInitialDemoAccountDataOnOrgBuild,
+
+    ...EventsTrackerListeners
   ];
 };

packages/server/src/models/Bill.Settings.ts

@@ -1,3 +1,5 @@
+import { Features } from '@/interfaces';
+
 export default {
   defaultFilterField: 'vendor',
   defaultSort: {
@@ -167,6 +169,18 @@ export default {
         },
       },
     },
+    branch: {
+      name: 'Branch',
+      type: 'text',
+      accessor: 'branch.name',
+      features: [Features.BRANCHES],
+    },
+    warehouse: {
+      name: 'Warehouse',
+      type: 'text',
+      accessor: 'warehouse.name',
+      features: [Features.BRANCHES],
+    },
   },
   fields2: {
     billNumber: {
@@ -238,6 +252,22 @@ export default {
         },
       },
     },
+    branchId: {
+      name: 'Branch',
+      fieldType: 'relation',
+      relationModel: 'Branch',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.BRANCHES],
+      required: true,
+    },
+    warehouseId: {
+      name: 'Warehouse',
+      fieldType: 'relation',
+      relationModel: 'Warehouse',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.WAREHOUSES],
+      required: true,
+    },
   },
 };
 

packages/server/src/models/Bill.ts

@@ -402,6 +402,7 @@ export default class Bill extends mixin(TenantModel, [
     const ItemEntry = require('models/ItemEntry');
     const BillLandedCost = require('models/BillLandedCost');
     const Branch = require('models/Branch');
+    const Warehouse = require('models/Warehouse');
     const TaxRateTransaction = require('models/TaxRateTransaction');
     const Document = require('models/Document');
     const { MatchedBankTransaction } = require('models/MatchedBankTransaction');
@@ -453,6 +454,18 @@ export default class Bill extends mixin(TenantModel, [
         },
       },
 
+      /**
+       * Bill may has associated warehouse.
+       */
+      warehouse: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: Warehouse.default,
+        join: {
+          from: 'bills.warehouseId',
+          to: 'warehouses.id',
+        },
+      },
+
       /**
        * Bill may has associated tax rate transactions.
        */

packages/server/src/models/BillPayment.Settings.ts

@@ -1,3 +1,5 @@
+import { Features } from '@/interfaces';
+
 export default {
   defaultFilterField: 'vendor',
   defaultSort: {
@@ -5,6 +7,8 @@ export default {
     sortField: 'bill_date',
   },
   exportable: true,
+  exportFlattenOn: 'entries',
+
   importable: true,
   importAggregator: 'group',
   importAggregateOn: 'entries',
@@ -77,7 +81,7 @@ export default {
     paymentDate: {
       name: 'bill_payment.field.payment_date',
       type: 'date',
-      accessor: 'formattedPaymentDate'
+      accessor: 'formattedPaymentDate',
     },
     paymentNumber: {
       name: 'bill_payment.field.payment_number',
@@ -111,6 +115,40 @@ export default {
       name: 'bill_payment.field.reference',
       type: 'text',
     },
+    entries: {
+      name: 'Entries',
+      accessor: 'entries',
+      type: 'collection',
+      collectionOf: 'object',
+      columns: {
+        date: {
+          name: 'Bill date',
+          accessor: 'bill.formattedBillDate',
+        },
+        billNo: {
+          name: 'Bill No.',
+          accessor: 'bill.billNo',
+        },
+        billRefNo: {
+          name: 'Bill Reference No.',
+          accessor: 'bill.referenceNo',
+        },
+        billAmount: {
+          name: 'Bill Amount',
+          accessor: 'bill.totalFormatted',
+        },
+        paidAmount: {
+          name: 'Paid Amount',
+          accessor: 'paymentAmountFormatted',
+        },
+      },
+    },
+    branch: {
+      name: 'Branch',
+      type: 'text',
+      accessor: 'branch.name',
+      features: [Features.BRANCHES],
+    },
   },
   fields2: {
     vendorId: {
@@ -174,5 +212,13 @@ export default {
         },
       },
     },
+    branchId: {
+      name: 'Branch',
+      fieldType: 'relation',
+      relationModel: 'Branch',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.BRANCHES],
+      required: true,
+    },
   },
 };

packages/server/src/models/Branch.settings.ts

@@ -0,0 +1,11 @@
+export default {
+  fields2: {
+    name: {
+      name: 'Name',
+      fieldType: 'text',
+      required: true,
+    },
+  },
+  columns: {},
+  fields: {}
+};

packages/server/src/models/Branch.ts

@@ -1,7 +1,9 @@
-import { Model } from 'objection';
+import { Model, mixin } from 'objection';
 import TenantModel from 'models/TenantModel';
+import BranchMetadata from './Branch.settings';
+import ModelSetting from './ModelSetting';
 
-export default class Branch extends TenantModel {
+export default class Branch extends mixin(TenantModel, [ModelSetting]) {
   /**
    * Table name.
    */
@@ -169,4 +171,11 @@ export default class Branch extends TenantModel {
       },
     };
   }
+
+  /**
+   * Model settings.
+   */
+  static get meta() {
+    return BranchMetadata;
+  }
 }

packages/server/src/models/CreditNote.Meta.ts

@@ -1,3 +1,5 @@
+import { Features } from '@/interfaces';
+
 function StatusFieldFilterQuery(query, role) {
   query.modify('filterByStatus', role.value);
 }
@@ -100,7 +102,7 @@ export default {
     },
     creditNoteDate: {
       name: 'Credit Note Date',
-      accessor: 'formattedCreditNoteDate'
+      accessor: 'formattedCreditNoteDate',
     },
     referenceNo: {
       name: 'Reference No.',
@@ -147,6 +149,18 @@ export default {
         },
       },
     },
+    branch: {
+      name: 'Branch',
+      type: 'text',
+      accessor: 'branch.name',
+      features: [Features.BRANCHES],
+    },
+    warehouse: {
+      name: 'Warehouse',
+      type: 'text',
+      accessor: 'warehouse.name',
+      features: [Features.BRANCHES],
+    },
   },
   fields2: {
     customerId: {
@@ -215,5 +229,21 @@ export default {
         },
       },
     },
+    branchId: {
+      name: 'Branch',
+      fieldType: 'relation',
+      relationModel: 'Branch',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.BRANCHES],
+      required: true,
+    },
+    warehouseId: {
+      name: 'Warehouse',
+      fieldType: 'relation',
+      relationModel: 'Warehouse',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.WAREHOUSES],
+      required: true,
+    },
   },
 };

packages/server/src/models/CreditNote.ts

@@ -175,6 +175,7 @@ export default class CreditNote extends mixin(TenantModel, [
     const Customer = require('models/Customer');
     const Branch = require('models/Branch');
     const Document = require('models/Document');
+    const Warehouse = require('models/Warehouse');
 
     return {
       /**
@@ -235,6 +236,18 @@ export default class CreditNote extends mixin(TenantModel, [
         },
       },
 
+      /**
+       * Credit note may has associated warehouse.
+       */
+      warehouse: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: Warehouse.default,
+        join: {
+          from: 'credit_notes.warehouseId',
+          to: 'warehouses.id',
+        },
+      },
+
       /**
        * Credit note may has many attached attachments.
        */

packages/server/src/models/Customer.Settings.ts

@@ -95,6 +95,11 @@ export default {
     },
   },
   columns: {
+    customerType: {
+      name: 'Customer Type',
+      type: 'text',
+      accessor: 'formattedCustomerType',
+    },
     firstName: {
       name: 'vendor.field.first_name',
       type: 'text',
@@ -135,116 +140,117 @@ export default {
     openingBalance: {
       name: 'vendor.field.opening_balance',
       type: 'number',
-      printable: false
+      printable: false,
     },
     openingBalanceAt: {
       name: 'vendor.field.opening_balance_at',
       type: 'date',
-      printable: false
+      printable: false,
+      accessor: 'formattedOpeningBalanceAt'
     },
     currencyCode: {
       name: 'vendor.field.currency',
       type: 'text',
-      printable: false
+      printable: false,
     },
     status: {
       name: 'vendor.field.status',
-      printable: false
+      printable: false,
     },
     note: {
       name: 'vendor.field.note',
-      printable: false
+      printable: false,
     },
     // Billing Address
     billingAddress1: {
       name: 'Billing Address 1',
       column: 'billing_address1',
       type: 'text',
-      printable: false
+      printable: false,
     },
     billingAddress2: {
       name: 'Billing Address 2',
       column: 'billing_address2',
       type: 'text',
-      printable: false
+      printable: false,
     },
     billingAddressCity: {
       name: 'Billing Address City',
       column: 'billing_address_city',
       type: 'text',
-      printable: false
+      printable: false,
     },
     billingAddressCountry: {
       name: 'Billing Address Country',
       column: 'billing_address_country',
       type: 'text',
-      printable: false
+      printable: false,
     },
     billingAddressPostcode: {
       name: 'Billing Address Postcode',
       column: 'billing_address_postcode',
       type: 'text',
-      printable: false
+      printable: false,
     },
     billingAddressState: {
       name: 'Billing Address State',
       column: 'billing_address_state',
       type: 'text',
-      printable: false
+      printable: false,
     },
     billingAddressPhone: {
       name: 'Billing Address Phone',
       column: 'billing_address_phone',
       type: 'text',
-      printable: false
+      printable: false,
     },
     // Shipping Address
     shippingAddress1: {
       name: 'Shipping Address 1',
       column: 'shipping_address1',
       type: 'text',
-      printable: false
+      printable: false,
     },
     shippingAddress2: {
       name: 'Shipping Address 2',
       column: 'shipping_address2',
       type: 'text',
-      printable: false
+      printable: false,
     },
     shippingAddressCity: {
       name: 'Shipping Address City',
       column: 'shipping_address_city',
       type: 'text',
-      printable: false
+      printable: false,
     },
     shippingAddressCountry: {
       name: 'Shipping Address Country',
       column: 'shipping_address_country',
       type: 'text',
-      printable: false
+      printable: false,
     },
     shippingAddressPostcode: {
       name: 'Shipping Address Postcode',
       column: 'shipping_address_postcode',
       type: 'text',
-      printable: false
+      printable: false,
     },
     shippingAddressPhone: {
       name: 'Shipping Address Phone',
       column: 'shipping_address_phone',
       type: 'text',
-      printable: false
+      printable: false,
     },
     shippingAddressState: {
       name: 'Shipping Address State',
       column: 'shipping_address_state',
       type: 'text',
-      printable: false
+      printable: false,
     },
     createdAt: {
       name: 'vendor.field.created_at',
       type: 'date',
-      printable: false
+      printable: false,
     },
   },
   fields2: {

packages/server/src/models/Expense.Settings.ts

@@ -1,3 +1,5 @@
+import { Features } from '@/interfaces';
+
 /**
  * Expense - Settings.
  */
@@ -119,6 +121,12 @@ export default {
       type: 'boolean',
       printable: false,
     },
+    branch: {
+      name: 'Branch',
+      type: 'text',
+      accessor: 'branch.name',
+      features: [Features.BRANCHES],
+    },
   },
   fields2: {
     paymentAccountId: {
@@ -178,6 +186,14 @@ export default {
       name: 'expense.field.publish',
       fieldType: 'boolean',
     },
+    branchId: {
+      name: 'Branch',
+      fieldType: 'relation',
+      relationModel: 'Branch',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.BRANCHES],
+      required: true,
+    },
   },
 };
 

packages/server/src/models/Item.Settings.ts

@@ -41,17 +41,17 @@ export default {
       fieldType: 'boolean',
     },
     sell_price: {
-      name: 'item.field.cost_price',
+      name: 'item.field.sell_price',
       column: 'sell_price',
       fieldType: 'number',
     },
     cost_price: {
-      name: 'item.field.cost_account',
+      name: 'item.field.cost_price',
       column: 'cost_price',
       fieldType: 'number',
     },
     cost_account: {
-      name: 'item.field.sell_account',
+      name: 'item.field.cost_account',
       column: 'cost_account_id',
       fieldType: 'relation',
 
@@ -62,7 +62,7 @@ export default {
       relationEntityKey: 'slug',
     },
     sell_account: {
-      name: 'item.field.sell_description',
+      name: 'item.field.sell_account',
       column: 'sell_account_id',
       fieldType: 'relation',
 
@@ -155,24 +155,24 @@ export default {
       printable: false,
     },
     sellPrice: {
-      name: 'item.field.cost_price',
+      name: 'item.field.sell_price',
       type: 'number',
       exportable: true,
     },
     costPrice: {
-      name: 'item.field.cost_account',
+      name: 'item.field.cost_price',
       type: 'number',
       exportable: true,
     },
     costAccount: {
-      name: 'item.field.sell_account',
+      name: 'item.field.cost_account',
       type: 'text',
       accessor: 'costAccount.name',
       exportable: true,
       printable: false,
     },
     sellAccount: {
-      name: 'item.field.sell_description',
+      name: 'item.field.sell_account',
       type: 'text',
       accessor: 'sellAccount.name',
       exportable: true,

packages/server/src/models/PaymentReceive.Settings.ts

@@ -1,6 +1,11 @@
+import { Features } from '@/interfaces';
+
 export default {
   importable: true,
+
   exportable: true,
+  exportFlattenOn: 'entries',
+
   importAggregator: 'group',
   importAggregateOn: 'entries',
   importAggregateBy: 'paymentReceiveNo',
@@ -72,7 +77,7 @@ export default {
     amount: {
       name: 'payment_receive.field.amount',
       type: 'number',
-      accessor: 'formattedAmount'
+      accessor: 'formattedAmount',
     },
     referenceNo: {
       name: 'payment_receive.field.reference_no',
@@ -92,11 +97,45 @@ export default {
       type: 'text',
       printable: false,
     },
+    entries: {
+      name: 'Entries',
+      accessor: 'entries',
+      type: 'collection',
+      collectionOf: 'object',
+      columns: {
+        date: {
+          name: 'Invoice date',
+          accessor: 'invoice.invoiceDateFormatted',
+        },
+        invoiceNo: {
+          name: 'Invoice No.',
+          accessor: 'invoice.invoiceNo',
+        },
+        invoiceRefNo: {
+          name: 'Invoice Reference No.',
+          accessor: 'invoice.referenceNo',
+        },
+        invoiceAmount: {
+          name: 'Invoice Amount',
+          accessor: 'invoice.totalFormatted',
+        },
+        paidAmount: {
+          name: 'Paid Amount',
+          accessor: 'paymentAmountFormatted',
+        },
+      },
+    },
     created_at: {
       name: 'payment_receive.field.created_at',
       type: 'date',
       printable: false,
     },
+    branch: {
+      name: 'Branch',
+      type: 'text',
+      accessor: 'branch.name',
+      features: [Features.BRANCHES],
+    },
   },
   fields2: {
     customerId: {
@@ -158,5 +197,13 @@ export default {
         },
       },
     },
+    branchId: {
+      name: 'Branch',
+      fieldType: 'relation',
+      relationModel: 'Branch',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.BRANCHES],
+      required: true,
+    },
   },
 };

packages/server/src/models/SaleEstimate.Settings.ts

@@ -1,3 +1,5 @@
+import { Features } from '@/interfaces';
+
 export default {
   defaultFilterField: 'estimate_date',
   defaultSort: {
@@ -13,7 +15,7 @@ export default {
   importAggregateBy: 'estimateNumber',
 
   print: {
-    pageTitle: 'Sale Estimates'
+    pageTitle: 'Sale Estimates',
   },
 
   fields: {
@@ -142,6 +144,7 @@ export default {
     delivered: {
       name: 'Delivered',
       type: 'boolean',
+      accessor: 'isDelivered',
       exportable: true,
       printable: false,
     },
@@ -173,6 +176,18 @@ export default {
         },
       },
     },
+    branch: {
+      name: 'Branch',
+      type: 'text',
+      accessor: 'branch.name',
+      features: [Features.BRANCHES],
+    },
+    warehouse: {
+      name: 'Warehouse',
+      type: 'text',
+      accessor: 'warehouse.name',
+      features: [Features.BRANCHES],
+    },
   },
   fields2: {
     customerId: {
@@ -251,6 +266,22 @@ export default {
         },
       },
     },
+    branchId: {
+      name: 'Branch',
+      fieldType: 'relation',
+      relationModel: 'Branch',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.BRANCHES],
+      required: true,
+    },
+    warehouseId: {
+      name: 'Warehouse',
+      fieldType: 'relation',
+      relationModel: 'Warehouse',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.WAREHOUSES],
+      required: true,
+    },
   },
 };
 

packages/server/src/models/SaleEstimate.ts

@@ -182,6 +182,7 @@ export default class SaleEstimate extends mixin(TenantModel, [
     const ItemEntry = require('models/ItemEntry');
     const Customer = require('models/Customer');
     const Branch = require('models/Branch');
+    const Warehouse = require('models/Warehouse');
     const Document = require('models/Document');
 
     return {
@@ -221,6 +222,18 @@ export default class SaleEstimate extends mixin(TenantModel, [
         },
       },
 
+      /**
+       * Sale estimate may has associated warehouse.
+       */
+      warehouse: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: Warehouse.default,
+        join: {
+          from: 'sales_estimates.warehouseId',
+          to: 'warehouses.id',
+        },
+      },
+
       /**
        * Sale estimate transaction may has many attached attachments.
        */

packages/server/src/models/SaleInvoice.Settings.ts

@@ -1,3 +1,5 @@
+import { Features } from '@/interfaces';
+
 export default {
   defaultFilterField: 'customer',
   defaultSort: {
@@ -155,6 +157,7 @@ export default {
       name: 'invoice.field.delivered',
       type: 'boolean',
       printable: false,
+      accessor: 'isDelivered',
     },
     entries: {
       name: 'Entries',
@@ -184,6 +187,18 @@ export default {
         },
       },
     },
+    branch: {
+      name: 'Branch',
+      type: 'text',
+      accessor: 'branch.name',
+      features: [Features.BRANCHES],
+    },
+    warehouse: {
+      name: 'Warehouse',
+      type: 'text',
+      accessor: 'warehouse.name',
+      features: [Features.BRANCHES],
+    },
   },
   fields2: {
     invoiceDate: {
@@ -267,6 +282,22 @@ export default {
       fieldType: 'boolean',
       printable: false,
     },
+    branchId: {
+      name: 'Branch',
+      fieldType: 'relation',
+      relationModel: 'Branch',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.BRANCHES],
+      required: true,
+    },
+    warehouseId: {
+      name: 'Warehouse',
+      fieldType: 'relation',
+      relationModel: 'Warehouse',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.WAREHOUSES],
+      required: true,
+    },
   },
 };
 

packages/server/src/models/SaleInvoice.ts

@@ -408,6 +408,7 @@ export default class SaleInvoice extends mixin(TenantModel, [
     const InventoryCostLotTracker = require('models/InventoryCostLotTracker');
     const PaymentReceiveEntry = require('models/PaymentReceiveEntry');
     const Branch = require('models/Branch');
+    const Warehouse = require('models/Warehouse');
     const Account = require('models/Account');
     const TaxRateTransaction = require('models/TaxRateTransaction');
     const Document = require('models/Document');
@@ -499,6 +500,18 @@ export default class SaleInvoice extends mixin(TenantModel, [
         },
       },
 
+      /**
+       * Invoice may has associated warehouse.
+       */
+      warehouse: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: Warehouse.default,
+        join: {
+          from: 'sales_invoices.warehouseId',
+          to: 'warehouses.id',
+        }
+      },
+
       /**
        * Invoice may has associated written-off expense account.
        */

packages/server/src/models/SaleReceipt.Settings.ts

@@ -1,3 +1,5 @@
+import { Features } from '@/interfaces';
+
 export default {
   defaultFilterField: 'receipt_date',
   defaultSort: {
@@ -169,6 +171,18 @@ export default {
       type: 'date',
       printable: false,
     },
+    branch: {
+      name: 'Branch',
+      type: 'text',
+      accessor: 'branch.name',
+      features: [Features.BRANCHES],
+    },
+    warehouse: {
+      name: 'Warehouse',
+      type: 'text',
+      accessor: 'warehouse.name',
+      features: [Features.BRANCHES],
+    },
   },
   fields2: {
     receiptDate: {
@@ -245,6 +259,22 @@ export default {
       name: 'Receipt Message',
       fieldType: 'text',
     },
+    branchId: {
+      name: 'Branch',
+      fieldType: 'relation',
+      relationModel: 'Branch',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.BRANCHES],
+      required: true,
+    },
+    warehouseId: {
+      name: 'Warehouse',
+      fieldType: 'relation',
+      relationModel: 'Warehouse',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.WAREHOUSES],
+      required: true,
+    },
   },
 };
 

packages/server/src/models/SaleReceipt.ts

@@ -109,6 +109,7 @@ export default class SaleReceipt extends mixin(TenantModel, [
     const ItemEntry = require('models/ItemEntry');
     const Branch = require('models/Branch');
     const Document = require('models/Document');
+    const Warehouse = require('models/Warehouse');
 
     return {
       customer: {
@@ -169,6 +170,18 @@ export default class SaleReceipt extends mixin(TenantModel, [
         },
       },
 
+      /**
+       * Sale receipt may has associated warehouse.
+       */
+      warehouse: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: Warehouse.default,
+        join: {
+          from: 'sales_receipts.warehouseId',
+          to: 'warehouses.id',
+        },
+      },
+
       /**
        * Sale receipt transaction may has many attached attachments.
        */

packages/server/src/models/VendorCredit.Meta.ts

@@ -1,3 +1,5 @@
+import { Features } from '@/interfaces';
+
 function StatusFieldFilterQuery(query, role) {
   query.modify('filterByStatus', role.value);
 }
@@ -160,6 +162,18 @@ export default {
         },
       },
     },
+    branch: {
+      name: 'Branch',
+      type: 'text',
+      accessor: 'branch.name',
+      features: [Features.BRANCHES],
+    },
+    warehouse: {
+      name: 'Warehouse',
+      type: 'text',
+      accessor: 'warehouse.name',
+      features: [Features.BRANCHES],
+    },
   },
   fields2: {
     vendorId: {
@@ -225,5 +239,21 @@ export default {
         },
       },
     },
+    branchId: {
+      name: 'Branch',
+      fieldType: 'relation',
+      relationModel: 'Branch',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.BRANCHES],
+      required: true
+    },
+    warehouseId: {
+      name: 'Warehouse',
+      fieldType: 'relation',
+      relationModel: 'Warehouse',
+      relationImportMatch: ['name', 'code'],
+      features: [Features.WAREHOUSES],
+      required: true
+    },
   },
 };

packages/server/src/models/VendorCredit.ts

@@ -178,6 +178,7 @@ export default class VendorCredit extends mixin(TenantModel, [
     const ItemEntry = require('models/ItemEntry');
     const Branch = require('models/Branch');
     const Document = require('models/Document');
+    const Warehouse = require('models/Warehouse');
 
     return {
       vendor: {
@@ -217,6 +218,18 @@ export default class VendorCredit extends mixin(TenantModel, [
         },
       },
 
+      /**
+       * Vendor credit may has associated warehouse.
+       */
+      warehouse: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: Warehouse.default,
+        join: {
+          from: 'vendor_credits.warehouseId',
+          to: 'warehouses.id',
+        },
+      },
+
       /**
        * Vendor credit may has many attached attachments.
        */

packages/server/src/models/Warehouse.settings.ts

@@ -0,0 +1,11 @@
+export default {
+  fields2: {
+    name: {
+      name: 'Name',
+      fieldType: 'text',
+      required: true,
+    },
+  },
+  columns: {},
+  fields: {}
+};

packages/server/src/services/Banking/RegonizeTranasctions/RecognizeTranasctionsService.ts

@@ -78,9 +78,9 @@ export class RecognizeTranasctionsService {
       });
 
     const bankRules = await BankRule.query(trx).onBuild((q) => {
-      const rulesIds = castArray(ruleId);
+      const rulesIds = !isEmpty(ruleId) ? castArray(ruleId) : [];
 
-      if (!isEmpty(rulesIds)) {
+      if (rulesIds?.length > 0) {
         q.whereIn('id', rulesIds);
       }
       q.withGraphFetched('conditions');

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

@@ -33,22 +33,25 @@ export class UncategorizeCashflowTransaction {
   ): Promise<Array<number>> {
     const { UncategorizedCashflowTransaction } = this.tenancy.models(tenantId);
 
-    const oldUncategorizedTransaction =
+    const oldMainUncategorizedTransaction =
       await UncategorizedCashflowTransaction.query()
         .findById(uncategorizedTransactionId)
         .throwIfNotFound();
 
-    validateTransactionShouldBeCategorized(oldUncategorizedTransaction);
+    validateTransactionShouldBeCategorized(oldMainUncategorizedTransaction);
 
     const associatedUncategorizedTransactions =
       await UncategorizedCashflowTransaction.query()
-        .where('categorizeRefId', oldUncategorizedTransaction.categorizeRefId)
+        .where('categorizeRefId', oldMainUncategorizedTransaction.categorizeRefId)
         .where(
           'categorizeRefType',
-          oldUncategorizedTransaction.categorizeRefType
+          oldMainUncategorizedTransaction.categorizeRefType
-        );
+        )
+        // Exclude the main transaction.
+        .whereNot('id', uncategorizedTransactionId);
+
     const oldUncategorizedTransactions = [
-      oldUncategorizedTransaction,
+      oldMainUncategorizedTransaction,
       ...associatedUncategorizedTransactions,
     ];
     const oldUncategoirzedTransactionsIds = oldUncategorizedTransactions.map(
@@ -85,6 +88,7 @@ export class UncategorizeCashflowTransaction {
         {
           tenantId,
           uncategorizedTransactionId,
+          oldMainUncategorizedTransaction,
           uncategorizedTransactions,
           oldUncategorizedTransactions,
           trx,

packages/server/src/services/Cashflow/subscribers/DeleteCashflowTransactionOnUncategorize.ts

@@ -22,32 +22,25 @@ export class DeleteCashflowTransactionOnUncategorize {
   };
 
   /**
-   * Deletes the cashflow transaction on uncategorize transaction.
+   * Deletes the cashflow transaction once uncategorize the bank transaction.
    * @param {ICashflowTransactionUncategorizedPayload} payload
    */
   public async deleteCashflowTransactionOnUncategorize({
     tenantId,
-    oldUncategorizedTransactions,
+    oldMainUncategorizedTransaction,
     trx,
   }: ICashflowTransactionUncategorizedPayload) {
-    const _oldUncategorizedTransactions = oldUncategorizedTransactions.filter(
+    // Cannot continue if the main transaction does not reference to cashflow type.
-      (transaction) => transaction.categorizeRefType === 'CashflowTransaction'
+    if (
-    );
+      oldMainUncategorizedTransaction.categorizeRefType !==
-
+      'CashflowTransaction'
-    // Deletes the cashflow transaction.
+    ) {
-    if (_oldUncategorizedTransactions.length > 0) {
+      return;
-      const result = await PromisePool.withConcurrency(1)
-        .for(_oldUncategorizedTransactions)
-        .process(async (oldUncategorizedTransaction) => {
-          await this.deleteCashflowTransactionService.deleteCashflowTransaction(
-            tenantId,
-            oldUncategorizedTransaction.categorizeRefId,
-            trx
-          );
-        });
-      if (result.errors.length > 0) {
-        throw new ServiceError('SOMETHING_WRONG');
-      }
     }
+    await this.deleteCashflowTransactionService.deleteCashflowTransaction(
+      tenantId,
+      oldMainUncategorizedTransaction.categorizeRefId,
+      trx
+    );
   }
 }

packages/server/src/services/Contacts/Customers/CRUD/EditCustomer.ts

@@ -65,6 +65,7 @@ export class EditCustomer {
       });
       // Triggers `onCustomerEdited` event.
       await this.eventPublisher.emitAsync(events.customers.onEdited, {
+        tenantId,
         customerId,
         customer,
         trx,

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

@@ -5,11 +5,17 @@ import * as R from 'ramda';
 import { ServiceError } from '@/exceptions';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { ERRORS } from './constants';
-import { ICreditNote, ICreditNoteEditDTO, ICreditNoteNewDTO } from '@/interfaces';
+import {
+  ICreditNote,
+  ICreditNoteEditDTO,
+  ICreditNoteEntryNewDTO,
+  ICreditNoteNewDTO,
+} from '@/interfaces';
 import ItemsEntriesService from '@/services/Items/ItemsEntriesService';
 import AutoIncrementOrdersService from '@/services/Sales/AutoIncrementOrdersService';
 import { WarehouseTransactionDTOTransform } from '@/services/Warehouses/Integrations/WarehouseTransactionDTOTransform';
 import { BranchTransactionDTOTransform } from '@/services/Branches/Integrations/BranchTransactionDTOTransform';
+import { assocItemEntriesDefaultIndex } from '../Items/utils';
 
 @Service()
 export default class BaseCreditNotes {
@@ -43,10 +49,17 @@ export default class BaseCreditNotes {
     const amount = this.itemsEntriesService.getTotalItemsEntries(
       creditNoteDTO.entries
     );
-    const entries = creditNoteDTO.entries.map((entry) => ({
+    const entries = R.compose(
-      ...entry,
+      // Associate the default index to each item entry.
-      referenceType: 'CreditNote',
+      assocItemEntriesDefaultIndex,
-    }));
+
+      // Associate the reference type to credit note entries.
+      R.map((entry: ICreditNoteEntryNewDTO) => ({
+        ...entry,
+        referenceType: 'CreditNote',
+      }))
+    )(creditNoteDTO.entries);
+
     // Retreive the next credit note number.
     const autoNextNumber = this.getNextCreditNumber(tenantId);
 

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

@@ -15,12 +15,17 @@ export class CreditNotesExportable extends Exportable {
    * @returns {}
    */
   public exportable(tenantId: number, query: ICreditNotesQueryDTO) {
+    const filterQuery = (query) => {
+      query.withGraphFetched('branch');
+      query.withGraphFetched('warehouse');
+    };
     const parsedQuery = {
       sortOrder: 'desc',
       columnSortBy: 'created_at',
       ...query,
       page: 1,
       pageSize: 12000,
+      filterQuery,
     } as ICreditNotesQueryDTO;
 
     return this.getCreditNotes

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

@@ -48,6 +48,7 @@ export default class ListCreditNotes extends BaseCreditNotes {
         builder.withGraphFetched('entries.item');
         builder.withGraphFetched('customer');
         dynamicFilter.buildQuery()(builder);
+        creditNotesQuery?.filterQuery && creditNotesQuery?.filterQuery(builder);
       })
       .pagination(filter.page - 1, filter.pageSize);
 

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

@@ -0,0 +1,24 @@
+import { PostHog } from 'posthog-node';
+import { Service } from 'typedi';
+import { EventMessage } from 'posthog-node/src/types';
+import config from '@/config';
+
+@Service()
+export class PosthogService {
+  public posthog: PostHog;
+
+  constructor() {
+    if (config.posthog.apiKey && config.posthog.host) {
+      this.posthog = new PostHog(config.posthog.apiKey, {
+        host: config.posthog.host,
+      });
+    }
+  }
+
+  public trackEvent(event: EventMessage) {
+    // Cannot continue if the Posthog not configured.
+    if (!this.posthog) return;
+
+    this.posthog.capture(event);
+  }
+}

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

@@ -0,0 +1,65 @@
+import { Inject, Service } from 'typedi';
+import { EventSubscriber } from '@/lib/EventPublisher/EventPublisher';
+import {
+  IAccountEventCreatedPayload,
+  IAccountEventEditedPayload,
+  IAccountEventDeletedPayload,
+} from '@/interfaces';
+import { PosthogService } from '../PostHog';
+import events from '@/subscribers/events';
+import {
+  ACCOUNT_CREATED,
+  ACCOUNT_EDITED,
+  ACCOUNT_DELETED,
+} from '@/constants/event-tracker';
+
+@Service()
+export class AccountEventsTracker extends EventSubscriber {
+  @Inject()
+  private posthog: PosthogService;
+
+  /**
+   * Constructor method.
+   */
+  public attach(bus) {
+    bus.subscribe(
+      events.accounts.onCreated,
+      this.handleTrackAccountCreatedEvent
+    );
+    bus.subscribe(events.accounts.onEdited, this.handleTrackEditedAccountEvent);
+    bus.subscribe(
+      events.accounts.onDeleted,
+      this.handleTrackDeletedAccountEvent
+    );
+  }
+
+  private handleTrackAccountCreatedEvent = ({
+    tenantId,
+  }: IAccountEventCreatedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: ACCOUNT_CREATED,
+      properties: {},
+    });
+  };
+
+  private handleTrackEditedAccountEvent = ({
+    tenantId,
+  }: IAccountEventEditedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: ACCOUNT_EDITED,
+      properties: {},
+    });
+  };
+
+  private handleTrackDeletedAccountEvent = ({
+    tenantId,
+  }: IAccountEventDeletedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: ACCOUNT_DELETED,
+      properties: {},
+    });
+  };
+}

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

@@ -0,0 +1,35 @@
+import { Inject, Service } from 'typedi';
+import { EventSubscriber } from '@/lib/EventPublisher/EventPublisher';
+import { IAuthSignedUpEventPayload } from '@/interfaces';
+import { PosthogService } from '../PostHog';
+import { AUTH_SIGNED_UP } from '@/constants/event-tracker';
+import events from '@/subscribers/events';
+
+@Service()
+export class AuthenticationEventsTracker extends EventSubscriber {
+  @Inject()
+  private posthog: PosthogService;
+
+  /**
+   * Constructor method.
+   */
+  public attach(bus) {
+    bus.subscribe(events.auth.signUp, this.handleTrackSignUpEvent);
+  }
+
+  private handleTrackSignUpEvent = ({
+    signupDTO,
+    user,
+    tenant,
+  }: IAuthSignedUpEventPayload) => {
+    this.posthog.trackEvent({
+      distinctId: user.email,
+      event: AUTH_SIGNED_UP,
+      properties: {
+        firstName: user.firstName,
+        lastName: user.lastName,
+        email: user.email,
+      },
+    });
+  };
+}

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

@@ -0,0 +1,68 @@
+import { Inject, Service } from 'typedi';
+import { EventSubscriber } from '@/lib/EventPublisher/EventPublisher';
+import {
+  IBankRuleEventCreatedPayload,
+  IBankRuleEventEditedPayload,
+  IBankRuleEventDeletedPayload,
+} from '@/services/Banking/Rules/types'; // Updated import path for interfaces
+import { PosthogService } from '../PostHog';
+import events from '@/subscribers/events';
+import {
+  BANK_RULE_CREATED,
+  BANK_RULE_EDITED,
+  BANK_RULE_DELETED,
+} from '@/constants/event-tracker';
+
+@Service()
+export class BankRuleEventsTracker extends EventSubscriber {
+  @Inject()
+  private posthog: PosthogService;
+
+  /**
+   * Constructor method.
+   */
+  public attach(bus) {
+    bus.subscribe(
+      events.bankRules.onCreated,
+      this.handleTrackBankRuleCreatedEvent
+    );
+    bus.subscribe(
+      events.bankRules.onEdited,
+      this.handleTrackEditedBankRuleEvent
+    );
+    bus.subscribe(
+      events.bankRules.onDeleted,
+      this.handleTrackDeletedBankRuleEvent
+    );
+  }
+
+  private handleTrackBankRuleCreatedEvent = ({
+    tenantId,
+  }: IBankRuleEventCreatedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: BANK_RULE_CREATED,
+      properties: {},
+    });
+  };
+
+  private handleTrackEditedBankRuleEvent = ({
+    tenantId,
+  }: IBankRuleEventEditedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: BANK_RULE_EDITED,
+      properties: {},
+    });
+  };
+
+  private handleTrackDeletedBankRuleEvent = ({
+    tenantId,
+  }: IBankRuleEventDeletedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: BANK_RULE_DELETED,
+      properties: {},
+    });
+  };
+}

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

@@ -0,0 +1,97 @@
+import { Inject, Service } from 'typedi';
+import { EventSubscriber } from '@/lib/EventPublisher/EventPublisher';
+import { PosthogService } from '../PostHog';
+import events from '@/subscribers/events';
+import {
+  BANK_TRANSACTION_MATCHED,
+  BANK_TRANSACTION_EXCLUDED,
+  BANK_TRANSACTION_CATEGORIZED,
+  BANK_TRANSACTION_UNCATEGORIZED,
+  BANK_ACCOUNT_DISCONNECTED,
+} from '@/constants/event-tracker';
+import { IBankTransactionMatchedEventPayload } from '@/services/Banking/Matching/types';
+import { IBankAccountDisconnectedEventPayload } from '@/services/Banking/BankAccounts/types';
+import {
+  ICashflowTransactionCategorizedPayload,
+  ICashflowTransactionUncategorizedPayload,
+} from '@/interfaces';
+import { IBankTransactionExcludedEventPayload } from '@/services/Banking/Exclude/_types';
+
+@Service()
+export class BankTransactionEventsTracker extends EventSubscriber {
+  @Inject()
+  private posthog: PosthogService;
+
+  public attach(bus) {
+    bus.subscribe(
+      events.bankMatch.onMatched,
+      this.handleTrackBankTransactionMatchedEvent
+    );
+    bus.subscribe(
+      events.bankTransactions.onExcluded,
+      this.handleTrackBankTransactionExcludedEvent
+    );
+    bus.subscribe(
+      events.cashflow.onTransactionCategorized,
+      this.handleTrackBankTransactionCategorizedEvent
+    );
+    bus.subscribe(
+      events.cashflow.onTransactionUncategorized,
+      this.handleTrackBankTransactionUncategorizedEvent
+    );
+    bus.subscribe(
+      events.bankAccount.onDisconnected,
+      this.handleTrackBankAccountDisconnectedEvent
+    );
+  }
+
+  private handleTrackBankTransactionMatchedEvent = ({
+    tenantId,
+  }: IBankTransactionMatchedEventPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: BANK_TRANSACTION_MATCHED,
+      properties: {},
+    });
+  };
+
+  private handleTrackBankTransactionExcludedEvent = ({
+    tenantId,
+  }: IBankTransactionExcludedEventPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: BANK_TRANSACTION_EXCLUDED,
+      properties: {},
+    });
+  };
+
+  private handleTrackBankTransactionCategorizedEvent = ({
+    tenantId,
+  }: ICashflowTransactionCategorizedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: BANK_TRANSACTION_CATEGORIZED,
+      properties: {},
+    });
+  };
+
+  private handleTrackBankTransactionUncategorizedEvent = ({
+    tenantId,
+  }: ICashflowTransactionUncategorizedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: BANK_TRANSACTION_UNCATEGORIZED,
+      properties: {},
+    });
+  };
+
+  private handleTrackBankAccountDisconnectedEvent = ({
+    tenantId,
+  }: IBankAccountDisconnectedEventPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: BANK_ACCOUNT_DISCONNECTED,
+      properties: {},
+    });
+  };
+}

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

@@ -0,0 +1,59 @@
+import { Inject, Service } from 'typedi';
+import { EventSubscriber } from '@/lib/EventPublisher/EventPublisher';
+import {
+  IBillPaymentEventCreatedPayload,
+  IBillPaymentEventEditedPayload,
+  IBillPaymentEventDeletedPayload,
+} from '@/interfaces';
+import { PosthogService } from '../PostHog';
+import events from '@/subscribers/events';
+import {
+  BILL_CREATED,
+  BILL_EDITED,
+  BILL_DELETED,
+} from '@/constants/event-tracker';
+
+@Service()
+export class BillEventsTracker extends EventSubscriber {
+  @Inject()
+  private posthog: PosthogService;
+
+  /**
+   * Constructor method.
+   */
+  public attach(bus) {
+    bus.subscribe(events.bill.onCreated, this.handleTrackBillCreatedEvent);
+    bus.subscribe(events.bill.onEdited, this.handleTrackEditedBillEvent);
+    bus.subscribe(events.bill.onDeleted, this.handleTrackDeletedBillEvent);
+  }
+
+  private handleTrackBillCreatedEvent = ({
+    tenantId,
+  }: IBillPaymentEventCreatedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: BILL_CREATED,
+      properties: {},
+    });
+  };
+
+  private handleTrackEditedBillEvent = ({
+    tenantId,
+  }: IBillPaymentEventEditedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: BILL_EDITED,
+      properties: {},
+    });
+  };
+
+  private handleTrackDeletedBillEvent = ({
+    tenantId,
+  }: IBillPaymentEventDeletedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: BILL_DELETED,
+      properties: {},
+    });
+  };
+}

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

@@ -0,0 +1,65 @@
+import { Inject, Service } from 'typedi';
+import { EventSubscriber } from '@/lib/EventPublisher/EventPublisher';
+import {
+  ICustomerEventCreatedPayload,
+  ICustomerEventEditedPayload,
+  ICustomerEventDeletedPayload,
+} from '@/interfaces';
+import { PosthogService } from '../PostHog';
+import events from '@/subscribers/events';
+import {
+  CUSTOMER_CREATED,
+  CUSTOMER_EDITED,
+  CUSTOMER_DELETED,
+} from '@/constants/event-tracker';
+
+@Service()
+export class CustomerEventsTracker extends EventSubscriber {
+  @Inject()
+  private posthog: PosthogService;
+
+  public attach(bus) {
+    bus.subscribe(
+      events.customers.onCreated,
+      this.handleTrackCustomerCreatedEvent
+    );
+    bus.subscribe(
+      events.customers.onEdited,
+      this.handleTrackEditedCustomerEvent
+    );
+    bus.subscribe(
+      events.customers.onDeleted,
+      this.handleTrackDeletedCustomerEvent
+    );
+  }
+
+  private handleTrackCustomerCreatedEvent = ({
+    tenantId,
+  }: ICustomerEventCreatedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: CUSTOMER_CREATED,
+      properties: {},
+    });
+  };
+
+  private handleTrackEditedCustomerEvent = ({
+    tenantId,
+  }: ICustomerEventEditedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: CUSTOMER_EDITED,
+      properties: {},
+    });
+  };
+
+  private handleTrackDeletedCustomerEvent = ({
+    tenantId,
+  }: ICustomerEventDeletedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: CUSTOMER_DELETED,
+      properties: {},
+    });
+  };
+}

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

@@ -0,0 +1,65 @@
+import { Inject, Service } from 'typedi';
+import { EventSubscriber } from '@/lib/EventPublisher/EventPublisher';
+import {
+  IExpenseCreatedPayload,
+  IExpenseEventEditPayload,
+  IExpenseEventDeletePayload,
+} from '@/interfaces';
+import { PosthogService } from '../PostHog';
+import events from '@/subscribers/events';
+import {
+  EXPENSE_CREATED,
+  EXPENSE_EDITED,
+  EXPENSE_DELETED,
+} from '@/constants/event-tracker';
+
+@Service()
+export class ExpenseEventsTracker extends EventSubscriber {
+  @Inject()
+  private posthog: PosthogService;
+
+  /**
+   * Constructor method.
+   */
+  public attach(bus) {
+    bus.subscribe(
+      events.expenses.onCreated,
+      this.handleTrackExpenseCreatedEvent
+    );
+    bus.subscribe(events.expenses.onEdited, this.handleTrackEditedExpenseEvent);
+    bus.subscribe(
+      events.expenses.onDeleted,
+      this.handleTrackDeletedExpenseEvent
+    );
+  }
+
+  private handleTrackExpenseCreatedEvent = ({
+    tenantId,
+  }: IExpenseCreatedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: EXPENSE_CREATED,
+      properties: {},
+    });
+  };
+
+  private handleTrackEditedExpenseEvent = ({
+    tenantId,
+  }: IExpenseEventEditPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: EXPENSE_EDITED,
+      properties: {},
+    });
+  };
+
+  private handleTrackDeletedExpenseEvent = ({
+    tenantId,
+  }: IExpenseEventDeletePayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: EXPENSE_DELETED,
+      properties: {},
+    });
+  };
+}

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

@@ -0,0 +1,59 @@
+import { Inject, Service } from 'typedi';
+import { EventSubscriber } from '@/lib/EventPublisher/EventPublisher';
+import {
+  IItemEventCreatedPayload,
+  IItemEventEditedPayload,
+  IItemEventDeletedPayload,
+} from '@/interfaces';
+import { PosthogService } from '../PostHog';
+import events from '@/subscribers/events';
+import {
+  ITEM_EVENT_CREATED,
+  ITEM_EVENT_EDITED,
+  ITEM_EVENT_DELETED,
+} from '@/constants/event-tracker';
+
+@Service()
+export class ItemEventsTracker extends EventSubscriber {
+  @Inject()
+  private posthog: PosthogService;
+
+  /**
+   * Constructor method.
+   */
+  public attach(bus) {
+    bus.subscribe(events.item.onCreated, this.handleTrackItemCreatedEvent);
+    bus.subscribe(events.item.onEdited, this.handleTrackEditedItemEvent);
+    bus.subscribe(events.item.onDeleted, this.handleTrackDeletedItemEvent);
+  }
+
+  private handleTrackItemCreatedEvent = ({
+    tenantId,
+  }: IItemEventCreatedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: ITEM_EVENT_CREATED,
+      properties: {},
+    });
+  };
+
+  private handleTrackEditedItemEvent = ({
+    tenantId,
+  }: IItemEventEditedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: ITEM_EVENT_EDITED,
+      properties: {},
+    });
+  };
+
+  private handleTrackDeletedItemEvent = ({
+    tenantId,
+  }: IItemEventDeletedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: ITEM_EVENT_DELETED,
+      properties: {},
+    });
+  };
+}

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

@@ -0,0 +1,68 @@
+import { Inject, Service } from 'typedi';
+import { EventSubscriber } from '@/lib/EventPublisher/EventPublisher';
+import {
+  IManualJournalEventCreatedPayload,
+  IManualJournalEventEditedPayload,
+  IManualJournalEventDeletedPayload,
+} from '@/interfaces';
+import { PosthogService } from '../PostHog';
+import events from '@/subscribers/events';
+import {
+  MANUAL_JOURNAL_CREATED,
+  MANUAL_JOURNAL_EDITED,
+  MANUAL_JOURNAL_DELETED,
+} from '@/constants/event-tracker';
+
+@Service()
+export class ManualJournalEventsTracker extends EventSubscriber {
+  @Inject()
+  private posthog: PosthogService;
+
+  /**
+   * Constructor method.
+   */
+  public attach(bus) {
+    bus.subscribe(
+      events.manualJournals.onCreated,
+      this.handleTrackManualJournalCreatedEvent
+    );
+    bus.subscribe(
+      events.manualJournals.onEdited,
+      this.handleTrackEditedManualJournalEvent
+    );
+    bus.subscribe(
+      events.manualJournals.onDeleted,
+      this.handleTrackDeletedManualJournalEvent
+    );
+  }
+
+  private handleTrackManualJournalCreatedEvent = ({
+    tenantId,
+  }: IManualJournalEventCreatedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: MANUAL_JOURNAL_CREATED,
+      properties: {},
+    });
+  };
+
+  private handleTrackEditedManualJournalEvent = ({
+    tenantId,
+  }: IManualJournalEventEditedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: MANUAL_JOURNAL_EDITED,
+      properties: {},
+    });
+  };
+
+  private handleTrackDeletedManualJournalEvent = ({
+    tenantId,
+  }: IManualJournalEventDeletedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: MANUAL_JOURNAL_DELETED,
+      properties: {},
+    });
+  };
+}

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

@@ -0,0 +1,68 @@
+import { Inject, Service } from 'typedi';
+import { EventSubscriber } from '@/lib/EventPublisher/EventPublisher';
+import {
+  IBillPaymentEventCreatedPayload,
+  IBillPaymentEditingPayload,
+  IBillPaymentEventDeletedPayload,
+} from '@/interfaces';
+import { PosthogService } from '../PostHog';
+import events from '@/subscribers/events';
+import {
+  PAYMENT_MADE_CREATED,
+  PAYMENT_MADE_EDITED,
+  PAYMENT_MADE_DELETED,
+} from '@/constants/event-tracker';
+
+@Service()
+export class PaymentMadeEventsTracker extends EventSubscriber {
+  @Inject()
+  private posthog: PosthogService;
+
+  /**
+   * Constructor method.
+   */
+  public attach(bus) {
+    bus.subscribe(
+      events.billPayment.onCreated,
+      this.handleTrackPaymentMadeCreatedEvent
+    );
+    bus.subscribe(
+      events.billPayment.onEdited,
+      this.handleTrackEditedPaymentMadeEvent
+    );
+    bus.subscribe(
+      events.billPayment.onDeleted,
+      this.handleTrackDeletedPaymentMadeEvent
+    );
+  }
+
+  private handleTrackPaymentMadeCreatedEvent = ({
+    tenantId,
+  }: IBillPaymentEventCreatedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: PAYMENT_MADE_CREATED,
+      properties: {},
+    });
+  };
+
+  private handleTrackEditedPaymentMadeEvent = ({
+    tenantId,
+  }: IBillPaymentEditingPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: PAYMENT_MADE_EDITED,
+      properties: {},
+    });
+  };
+
+  private handleTrackDeletedPaymentMadeEvent = ({
+    tenantId,
+  }: IBillPaymentEventDeletedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: PAYMENT_MADE_DELETED,
+      properties: {},
+    });
+  };
+}

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

@@ -0,0 +1,68 @@
+import { Inject, Service } from 'typedi';
+import { EventSubscriber } from '@/lib/EventPublisher/EventPublisher';
+import {
+  IPaymentReceivedCreatedPayload,
+  IPaymentReceivedEditedPayload,
+  IPaymentReceivedDeletedPayload,
+} from '@/interfaces';
+import { PosthogService } from '../PostHog';
+import events from '@/subscribers/events';
+import {
+  PAYMENT_RECEIVED_CREATED,
+  PAYMENT_RECEIVED_EDITED,
+  PAYMENT_RECEIVED_DELETED,
+} from '@/constants/event-tracker';
+
+@Service()
+export class PaymentReceivedEventsTracker extends EventSubscriber {
+  @Inject()
+  private posthog: PosthogService;
+
+  /**
+   * Constructor method.
+   */
+  public attach(bus) {
+    bus.subscribe(
+      events.paymentReceive.onCreated,
+      this.handleTrackPaymentReceivedCreatedEvent
+    );
+    bus.subscribe(
+      events.paymentReceive.onEdited,
+      this.handleTrackEditedPaymentReceivedEvent
+    );
+    bus.subscribe(
+      events.paymentReceive.onDeleted,
+      this.handleTrackDeletedPaymentReceivedEvent
+    );
+  }
+
+  private handleTrackPaymentReceivedCreatedEvent = ({
+    tenantId,
+  }: IPaymentReceivedCreatedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: PAYMENT_RECEIVED_CREATED,
+      properties: {},
+    });
+  };
+
+  private handleTrackEditedPaymentReceivedEvent = ({
+    tenantId,
+  }: IPaymentReceivedEditedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: PAYMENT_RECEIVED_EDITED,
+      properties: {},
+    });
+  };
+
+  private handleTrackDeletedPaymentReceivedEvent = ({
+    tenantId,
+  }: IPaymentReceivedDeletedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: PAYMENT_RECEIVED_DELETED,
+      properties: {},
+    });
+  };
+}

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

@@ -0,0 +1,68 @@
+import { Inject, Service } from 'typedi';
+import { EventSubscriber } from '@/lib/EventPublisher/EventPublisher';
+import {
+  ISaleEstimateCreatedPayload,
+  ISaleEstimateEditedPayload,
+  ISaleEstimateDeletedPayload,
+} from '@/interfaces';
+import { PosthogService } from '../PostHog';
+import events from '@/subscribers/events';
+import {
+  SALE_ESTIMATE_CREATED,
+  SALE_ESTIMATE_EDITED,
+  SALE_ESTIMATE_DELETED,
+} from '@/constants/event-tracker';
+
+@Service()
+export class SaleEstimateEventsTracker extends EventSubscriber {
+  @Inject()
+  private posthog: PosthogService;
+
+  /**
+   * Constructor method.
+   */
+  public attach(bus) {
+    bus.subscribe(
+      events.saleEstimate.onCreated,
+      this.handleTrackEstimateCreatedEvent
+    );
+    bus.subscribe(
+      events.saleEstimate.onEdited,
+      this.handleTrackEditedEstimateEvent
+    );
+    bus.subscribe(
+      events.saleEstimate.onDeleted,
+      this.handleTrackDeletedEstimateEvent
+    );
+  }
+
+  private handleTrackEstimateCreatedEvent = ({
+    tenantId,
+  }: ISaleEstimateCreatedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SALE_ESTIMATE_CREATED,
+      properties: {},
+    });
+  };
+
+  private handleTrackEditedEstimateEvent = ({
+    tenantId,
+  }: ISaleEstimateEditedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SALE_ESTIMATE_EDITED,
+      properties: {},
+    });
+  };
+
+  private handleTrackDeletedEstimateEvent = ({
+    tenantId,
+  }: ISaleEstimateDeletedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SALE_ESTIMATE_DELETED,
+      properties: {},
+    });
+  };
+}

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

@@ -0,0 +1,67 @@
+import { Inject, Service } from 'typedi';
+import { EventSubscriber } from '@/lib/EventPublisher/EventPublisher';
+import {
+  ISaleInvoiceCreatedPayload,
+  ISaleInvoiceEditedPayload,
+} from '@/interfaces';
+import { PosthogService } from '../PostHog';
+import events from '@/subscribers/events';
+import {
+  SALE_INVOICE_CREATED,
+  SALE_INVOICE_DELETED,
+  SALE_INVOICE_EDITED,
+} from '@/constants/event-tracker';
+
+@Service()
+export class SaleInvoiceEventsTracker extends EventSubscriber {
+  @Inject()
+  private posthog: PosthogService;
+
+  /**
+   * Constructor method.
+   */
+  public attach(bus) {
+    bus.subscribe(
+      events.saleInvoice.onCreated,
+      this.handleTrackInvoiceCreatedEvent
+    );
+    bus.subscribe(
+      events.saleInvoice.onEdited,
+      this.handleTrackEditedInvoiceEvent
+    );
+    bus.subscribe(
+      events.saleInvoice.onDeleted,
+      this.handleTrackDeletedInvoiceEvent
+    );
+  }
+
+  private handleTrackInvoiceCreatedEvent = ({
+    tenantId,
+  }: ISaleInvoiceCreatedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SALE_INVOICE_CREATED,
+      properties: {},
+    });
+  };
+
+  private handleTrackEditedInvoiceEvent = ({
+    tenantId,
+  }: ISaleInvoiceEditedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SALE_INVOICE_EDITED,
+      properties: {},
+    });
+  };
+
+  private handleTrackDeletedInvoiceEvent = ({
+    tenantId,
+  }: ISaleInvoiceEditedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SALE_INVOICE_DELETED,
+      properties: {},
+    });
+  };
+}

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

@@ -0,0 +1,76 @@
+import { Inject, Service } from 'typedi';
+import { EventSubscriber } from '@/lib/EventPublisher/EventPublisher';
+import { ITransactionsLockingPartialUnlocked } from '@/interfaces';
+import { PosthogService } from '../PostHog';
+import {
+  TRANSACTIONS_LOCKING_LOCKED,
+  TRANSACTIONS_LOCKING_LOCKING_CANCELLED,
+  TRANSACTIONS_LOCKING_PARTIALLY_UNLOCK_CANCELLED,
+  TRANSACTIONS_LOCKING_PARTIALLY_UNLOCKED,
+} from '@/constants/event-tracker';
+import events from '@/subscribers/events';
+
+@Service()
+export class TransactionsLockingEventsTracker extends EventSubscriber {
+  @Inject()
+  private posthog: PosthogService;
+
+  public attach(bus) {
+    bus.subscribe(
+      events.transactionsLocking.locked,
+      this.handleTransactionsLockingLockedEvent
+    );
+    bus.subscribe(
+      events.transactionsLocking.lockCanceled,
+      this.handleTransactionsLockingCancelledEvent
+    );
+    bus.subscribe(
+      events.transactionsLocking.partialUnlocked,
+      this.handleTransactionsLockingPartiallyUnlockedEvent
+    );
+    bus.subscribe(
+      events.transactionsLocking.partialUnlockCanceled,
+      this.handleTransactionsLockingPartiallyUnlockCancelledEvent
+    );
+  }
+
+  private handleTransactionsLockingLockedEvent = ({
+    tenantId,
+  }: ITransactionsLockingPartialUnlocked) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: TRANSACTIONS_LOCKING_LOCKED,
+      properties: {},
+    });
+  };
+
+  private handleTransactionsLockingCancelledEvent = ({
+    tenantId,
+  }: ITransactionsLockingPartialUnlocked) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: TRANSACTIONS_LOCKING_LOCKING_CANCELLED,
+      properties: {},
+    });
+  };
+
+  private handleTransactionsLockingPartiallyUnlockedEvent = ({
+    tenantId,
+  }: ITransactionsLockingPartialUnlocked) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: TRANSACTIONS_LOCKING_PARTIALLY_UNLOCKED,
+      properties: {},
+    });
+  };
+
+  private handleTransactionsLockingPartiallyUnlockCancelledEvent = ({
+    tenantId,
+  }: ITransactionsLockingPartialUnlocked) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: TRANSACTIONS_LOCKING_PARTIALLY_UNLOCK_CANCELLED,
+      properties: {},
+    });
+  };
+}

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

@@ -0,0 +1,55 @@
+import { Inject, Service } from 'typedi';
+import { EventSubscriber } from '@/lib/EventPublisher/EventPublisher';
+import { ITransactionsLockingPartialUnlocked } from '@/interfaces';
+import { PosthogService } from '../PostHog';
+import {
+  SUBSCRIPTION_CANCELLED,
+  SUBSCRIPTION_PLAN_CHANGED,
+  SUBSCRIPTION_RESUMED,
+} from '@/constants/event-tracker';
+import events from '@/subscribers/events';
+
+@Service()
+export class TransactionsLockingEventsTracker extends EventSubscriber {
+  @Inject()
+  private posthog: PosthogService;
+
+  public attach(bus) {
+    bus.subscribe(
+      events.subscription.onSubscriptionResumed,
+      this.handleSubscriptionResumedEvent
+    );
+    bus.subscribe(
+      events.subscription.onSubscriptionCancelled,
+      this.handleSubscriptionCancelledEvent
+    );
+    bus.subscribe(
+      events.subscription.onSubscriptionPlanChanged,
+      this.handleSubscriptionPlanChangedEvent
+    );
+  }
+
+  private handleSubscriptionResumedEvent = ({ tenantId }) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SUBSCRIPTION_RESUMED,
+      properties: {},
+    });
+  };
+
+  private handleSubscriptionCancelledEvent = ({ tenantId }) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SUBSCRIPTION_CANCELLED,
+      properties: {},
+    });
+  };
+
+  private handleSubscriptionPlanChangedEvent = ({ tenantId }) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: SUBSCRIPTION_PLAN_CHANGED,
+      properties: {},
+    });
+  };
+}

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

@@ -0,0 +1,56 @@
+import { Inject, Service } from 'typedi';
+import { EventSubscriber } from '@/lib/EventPublisher/EventPublisher';
+import {
+  IVendorEventCreatedPayload,
+  IVendorEventEditedPayload,
+  IVendorEventDeletedPayload,
+} from '@/interfaces';
+import { PosthogService } from '../PostHog';
+import events from '@/subscribers/events';
+import {
+  VENDOR_CREATED,
+  VENDOR_EDITED,
+  VENDOR_DELETED,
+} from '@/constants/event-tracker';
+
+@Service()
+export class VendorEventsTracker extends EventSubscriber {
+  @Inject()
+  private posthog: PosthogService;
+
+  public attach(bus) {
+    bus.subscribe(events.vendors.onCreated, this.handleTrackVendorCreatedEvent);
+    bus.subscribe(events.vendors.onEdited, this.handleTrackEditedVendorEvent);
+    bus.subscribe(events.vendors.onDeleted, this.handleTrackDeletedVendorEvent);
+  }
+
+  private handleTrackVendorCreatedEvent = ({
+    tenantId,
+  }: IVendorEventCreatedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: VENDOR_CREATED,
+      properties: {},
+    });
+  };
+
+  private handleTrackEditedVendorEvent = ({
+    tenantId,
+  }: IVendorEventEditedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: VENDOR_EDITED,
+      properties: {},
+    });
+  };
+
+  private handleTrackDeletedVendorEvent = ({
+    tenantId,
+  }: IVendorEventDeletedPayload) => {
+    this.posthog.trackEvent({
+      distinctId: `tenant-${tenantId}`,
+      event: VENDOR_DELETED,
+      properties: {},
+    });
+  };
+}

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

@@ -0,0 +1,31 @@
+import { SaleInvoiceEventsTracker } from './SaleInvoicesEventsTracker';
+import { SaleEstimateEventsTracker } from './SaleEstimateEventsTracker';
+import { PaymentMadeEventsTracker } from './PaymentMadeEventsTracker';
+import { PaymentReceivedEventsTracker } from './PaymentReceivedEventsTracker';
+import { BillEventsTracker } from './BillEventsTracker';
+import { ExpenseEventsTracker } from './ExpenseEventsTracker';
+import { AccountEventsTracker } from './AccountEventsTracker';
+import { AuthenticationEventsTracker } from './AuthenticationEventsTracker';
+import { ItemEventsTracker } from './ItemEventsTracker';
+import { BankTransactionEventsTracker } from './BankTransactionEventsTracker';
+import { CustomerEventsTracker } from './CustomerEventsTracker';
+import { VendorEventsTracker } from './VendorEventsTracker';
+import { ManualJournalEventsTracker } from './ManualJournalEventsTracker';
+import { BankRuleEventsTracker } from './BankRuleEventsTracker';
+
+export const EventsTrackerListeners = [
+  SaleInvoiceEventsTracker,
+  SaleEstimateEventsTracker,
+  PaymentMadeEventsTracker,
+  PaymentReceivedEventsTracker,
+  BillEventsTracker,
+  AccountEventsTracker,
+  ExpenseEventsTracker,
+  AuthenticationEventsTracker,
+  ItemEventsTracker,
+  BankTransactionEventsTracker,
+  CustomerEventsTracker,
+  VendorEventsTracker,
+  ManualJournalEventsTracker,
+  BankRuleEventsTracker,
+];

packages/server/src/services/Expenses/CRUD/CommandExpenseValidator.ts

@@ -1,7 +1,7 @@
 import { Service, Inject } from 'typedi';
 import { sumBy, difference } from 'lodash';
 import { ServiceError } from '@/exceptions';
-import { ERRORS } from '../constants';
+import { ERRORS, SUPPORTED_EXPENSE_PAYMENT_ACCOUNT_TYPES } from '../constants';
 import {
   IAccount,
   IExpense,
@@ -79,7 +79,9 @@ export class CommandExpenseValidator {
    * @throws {ServiceError}
    */
   public validatePaymentAccountType = (paymentAccount: number[]) => {
-    if (!paymentAccount.isParentType(ACCOUNT_PARENT_TYPE.CURRENT_ASSET)) {
+    if (
+      !paymentAccount.isAccountType(SUPPORTED_EXPENSE_PAYMENT_ACCOUNT_TYPES)
+    ) {
       throw new ServiceError(ERRORS.PAYMENT_ACCOUNT_HAS_INVALID_TYPE);
     }
   };

packages/server/src/services/Expenses/CRUD/ExpenseDTOTransformer.ts

@@ -11,6 +11,7 @@ import {
 } from '@/interfaces';
 import { BranchTransactionDTOTransform } from '@/services/Branches/Integrations/BranchTransactionDTOTransform';
 import { TenantMetadata } from '@/system/models';
+import { assocItemEntriesDefaultIndex } from '@/services/Items/utils';
 
 @Service()
 export class ExpenseDTOTransformer {
@@ -40,8 +41,8 @@ export class ExpenseDTOTransformer {
 
   /**
    * Mapping expense DTO to model.
-   * @param  {IExpenseDTO} expenseDTO
+   * @param {IExpenseDTO} expenseDTO
-   * @param  {ISystemUser} authorizedUser
+   * @param {ISystemUser} authorizedUser
    * @return {IExpense}
    */
   private expenseDTOToModel(
@@ -52,9 +53,14 @@ export class ExpenseDTOTransformer {
     const landedCostAmount = this.getExpenseLandedCostAmount(expenseDTO);
     const totalAmount = this.getExpenseCategoriesTotal(expenseDTO.categories);
 
+    const categories = R.compose(
+      // Associate the default index to categories lines.
+      assocItemEntriesDefaultIndex
+    )(expenseDTO.categories || []);
+
     const initialDTO = {
-      categories: [],
       ...omit(expenseDTO, ['publish', 'attachments']),
+      categories,
       totalAmount,
       landedCostAmount,
       paymentDate: moment(expenseDTO.paymentDate).toMySqlDateTime(),

packages/server/src/services/Expenses/CRUD/GetExpenses.ts

@@ -54,6 +54,7 @@ export class GetExpenses {
         builder.withGraphFetched('categories.expenseAccount');
 
         dynamicList.buildQuery()(builder);
+        filterDTO?.filterQuery && filterDTO?.filterQuery(builder);
       })
       .pagination(filter.page - 1, filter.pageSize);
 

packages/server/src/services/Expenses/ExpenseGL.ts

@@ -0,0 +1,113 @@
+import * as R from 'ramda';
+import {
+  AccountNormal,
+  IExpenseCategory,
+  ILedger,
+  ILedgerEntry,
+} from '@/interfaces';
+import Ledger from '../Accounting/Ledger';
+
+export class ExpenseGL {
+  private expense: any;
+
+  /**
+   * Constructor method.
+   */
+  constructor(expense: any) {
+    this.expense = expense;
+  }
+
+  /**
+   * Retrieves the expense GL common entry.
+   * @param {IExpense} expense
+   * @returns {Partial<ILedgerEntry>}
+   */
+  private getExpenseGLCommonEntry = (): Partial<ILedgerEntry> => {
+    return {
+      currencyCode: this.expense.currencyCode,
+      exchangeRate: this.expense.exchangeRate,
+
+      transactionType: 'Expense',
+      transactionId: this.expense.id,
+
+      date: this.expense.paymentDate,
+      userId: this.expense.userId,
+
+      debit: 0,
+      credit: 0,
+
+      branchId: this.expense.branchId,
+    };
+  };
+
+  /**
+   * Retrieves the expense GL payment entry.
+   * @param {IExpense} expense
+   * @returns {ILedgerEntry}
+   */
+  private getExpenseGLPaymentEntry = (): ILedgerEntry => {
+    const commonEntry = this.getExpenseGLCommonEntry();
+
+    return {
+      ...commonEntry,
+      credit: this.expense.localAmount,
+      accountId: this.expense.paymentAccountId,
+      accountNormal:
+        this.expense?.paymentAccount?.accountNormal === 'debit'
+          ? AccountNormal.DEBIT
+          : AccountNormal.CREDIT,
+      index: 1,
+    };
+  };
+
+  /**
+   * Retrieves the expense GL category entry.
+   * @param {IExpense} expense -
+   * @param {IExpenseCategory} expenseCategory -
+   * @param {number} index
+   * @returns {ILedgerEntry}
+   */
+  private getExpenseGLCategoryEntry = R.curry(
+    (category: IExpenseCategory, index: number): ILedgerEntry => {
+      const commonEntry = this.getExpenseGLCommonEntry();
+      const localAmount = category.amount * this.expense.exchangeRate;
+
+      return {
+        ...commonEntry,
+        accountId: category.expenseAccountId,
+        accountNormal: AccountNormal.DEBIT,
+        debit: localAmount,
+        note: category.description,
+        index: index + 2,
+        projectId: category.projectId,
+      };
+    }
+  );
+
+  /**
+   * Retrieves the expense GL entries.
+   * @param {IExpense} expense
+   * @returns {ILedgerEntry[]}
+   */
+  public getExpenseGLEntries = (): ILedgerEntry[] => {
+    const getCategoryEntry = this.getExpenseGLCategoryEntry();
+
+    const paymentEntry = this.getExpenseGLPaymentEntry();
+    const categoryEntries = this.expense.categories.map(getCategoryEntry);
+
+    return [paymentEntry, ...categoryEntries];
+  };
+
+  /**
+   * Retrieves the given expense ledger.
+   * @param {IExpense} expense
+   * @returns {ILedger}
+   */
+  public getExpenseLedger = (): ILedger => {
+    const entries = this.getExpenseGLEntries();
+
+    console.log(entries, 'entries');
+
+    return new Ledger(entries);
+  };
+}

packages/server/src/services/Expenses/ExpenseGLEntries.ts

@@ -1,106 +0,0 @@
-import * as R from 'ramda';
-import { Service } from 'typedi';
-import {
-  AccountNormal,
-  IExpense,
-  IExpenseCategory,
-  ILedger,
-  ILedgerEntry,
-} from '@/interfaces';
-import Ledger from '@/services/Accounting/Ledger';
-
-@Service()
-export class ExpenseGLEntries {
-  /**
-   * Retrieves the expense GL common entry.
-   * @param {IExpense} expense
-   * @returns
-   */
-  private getExpenseGLCommonEntry = (expense: IExpense) => {
-    return {
-      currencyCode: expense.currencyCode,
-      exchangeRate: expense.exchangeRate,
-
-      transactionType: 'Expense',
-      transactionId: expense.id,
-
-      date: expense.paymentDate,
-      userId: expense.userId,
-
-      debit: 0,
-      credit: 0,
-
-      branchId: expense.branchId,
-    };
-  };
-
-  /**
-   * Retrieves the expense GL payment entry.
-   * @param   {IExpense} expense
-   * @returns {ILedgerEntry}
-   */
-  private getExpenseGLPaymentEntry = (expense: IExpense): ILedgerEntry => {
-    const commonEntry = this.getExpenseGLCommonEntry(expense);
-
-    return {
-      ...commonEntry,
-      credit: expense.localAmount,
-      accountId: expense.paymentAccountId,
-      accountNormal: AccountNormal.DEBIT,
-      index: 1,
-    };
-  };
-
-  /**
-   * Retrieves the expense GL category entry.
-   * @param   {IExpense} expense -
-   * @param   {IExpenseCategory} expenseCategory -
-   * @param   {number} index
-   * @returns {ILedgerEntry}
-   */
-  private getExpenseGLCategoryEntry = R.curry(
-    (
-      expense: IExpense,
-      category: IExpenseCategory,
-      index: number
-    ): ILedgerEntry => {
-      const commonEntry = this.getExpenseGLCommonEntry(expense);
-      const localAmount = category.amount * expense.exchangeRate;
-
-      return {
-        ...commonEntry,
-        accountId: category.expenseAccountId,
-        accountNormal: AccountNormal.DEBIT,
-        debit: localAmount,
-        note: category.description,
-        index: index + 2,
-        projectId: category.projectId,
-      };
-    }
-  );
-
-  /**
-   * Retrieves the expense GL entries.
-   * @param   {IExpense} expense
-   * @returns {ILedgerEntry[]}
-   */
-  public getExpenseGLEntries = (expense: IExpense): ILedgerEntry[] => {
-    const getCategoryEntry = this.getExpenseGLCategoryEntry(expense);
-
-    const paymentEntry = this.getExpenseGLPaymentEntry(expense);
-    const categoryEntries = expense.categories.map(getCategoryEntry);
-
-    return [paymentEntry, ...categoryEntries];
-  };
-
-  /**
-   * Retrieves the given expense ledger.
-   * @param   {IExpense} expense
-   * @returns {ILedger}
-   */
-  public getExpenseLedger = (expense: IExpense): ILedger => {
-    const entries = this.getExpenseGLEntries(expense);
-
-    return new Ledger(entries);
-  };
-}

packages/server/src/services/Expenses/ExpenseGLEntriesService.ts

@@ -0,0 +1,45 @@
+import { Knex } from 'knex';
+import { Inject, Service } from 'typedi';
+import { IExpense, ILedger } from '@/interfaces';
+import { ExpenseGL } from './ExpenseGL';
+import HasTenancyService from '../Tenancy/TenancyService';
+
+@Service()
+export class ExpenseGLEntries {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  /**
+   * Retrieves the expense G/L of the given id.
+   * @param {number} tenantId
+   * @param {number} expenseId
+   * @param {Knex.Transaction} trx
+   * @returns {Promise<ILedger>}
+   */
+  public getExpenseLedgerById = async (
+    tenantId: number,
+    expenseId: number,
+    trx?: Knex.Transaction
+  ): Promise<ILedger> => {
+    const { Expense } = await this.tenancy.models(tenantId);
+
+    const expense = await Expense.query(trx)
+      .findById(expenseId)
+      .withGraphFetched('categories')
+      .withGraphFetched('paymentAccount')
+      .throwIfNotFound();
+
+    return this.getExpenseLedger(expense);
+  };
+
+  /**
+   * Retrieves the given expense ledger.
+   * @param {IExpense} expense
+   * @returns {ILedger}
+   */
+  public getExpenseLedger = (expense: IExpense): ILedger => {
+    const expenseGL = new ExpenseGL(expense);
+
+    return expenseGL.getExpenseLedger();
+  };
+}

packages/server/src/services/Expenses/ExpenseGLEntriesStorage.ts

@@ -2,7 +2,7 @@ import { Knex } from 'knex';
 import { Service, Inject } from 'typedi';
 import LedgerStorageService from '@/services/Accounting/LedgerStorageService';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
-import { ExpenseGLEntries } from './ExpenseGLEntries';
+import { ExpenseGLEntries } from './ExpenseGLEntriesService';
 
 @Service()
 export class ExpenseGLEntriesStorage {
@@ -12,9 +12,6 @@ export class ExpenseGLEntriesStorage {
   @Inject()
   private ledgerStorage: LedgerStorageService;
 
-  @Inject()
-  private tenancy: HasTenancyService;
-
   /**
    * Writes the expense GL entries.
    * @param {number} tenantId
@@ -26,15 +23,12 @@ export class ExpenseGLEntriesStorage {
     expenseId: number,
     trx?: Knex.Transaction
   ) => {
-    const { Expense } = await this.tenancy.models(tenantId);
-
-    const expense = await Expense.query(trx)
-      .findById(expenseId)
-      .withGraphFetched('categories');
-
     // Retrieves the given expense ledger.
-    const expenseLedger = this.expenseGLEntries.getExpenseLedger(expense);
+    const expenseLedger = await this.expenseGLEntries.getExpenseLedgerById(
-
+      tenantId,
+      expenseId,
+      trx
+    );
     // Commits the expense ledger entries.
     await this.ledgerStorage.commit(tenantId, expenseLedger, trx);
   };

packages/server/src/services/Expenses/ExpensesExportable.ts

@@ -15,12 +15,16 @@ export class ExpensesExportable extends Exportable {
    * @returns
    */
   public exportable(tenantId: number, query: IExpensesFilter) {
+    const filterQuery = (query) => {
+      query.withGraphFetched('branch');
+    };
     const parsedQuery = {
       sortOrder: 'desc',
       columnSortBy: 'created_at',
       ...query,
       page: 1,
       pageSize: EXPORT_SIZE_LIMIT,
+      filterQuery,
     } as IExpensesFilter;
 
     return this.expensesApplication

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

@@ -1,3 +1,5 @@
+import { ACCOUNT_TYPE } from '@/data/AccountTypes';
+
 export const DEFAULT_VIEW_COLUMNS = [];
 export const DEFAULT_VIEWS = [
   {
@@ -76,3 +78,12 @@ export const ExpensesSampleData = [
     Publish: 'T',
   },
 ];
+
+export const SUPPORTED_EXPENSE_PAYMENT_ACCOUNT_TYPES = [
+  ACCOUNT_TYPE.CASH,
+  ACCOUNT_TYPE.BANK,
+  ACCOUNT_TYPE.CREDIT_CARD,
+  ACCOUNT_TYPE.OTHER_CURRENT_ASSET,
+  ACCOUNT_TYPE.NON_CURRENT_ASSET,
+  ACCOUNT_TYPE.FIXED_ASSET,
+];

packages/server/src/services/Export/ExportAls.ts

@@ -0,0 +1,48 @@
+import { Service } from 'typedi';
+import { AsyncLocalStorage } from 'async_hooks';
+
+@Service()
+export class ExportAls {
+  private als: AsyncLocalStorage<Map<string, any>>;
+
+  constructor() {
+    this.als = new AsyncLocalStorage();
+  }
+
+  /**
+   * Runs a callback function within the context of a new AsyncLocalStorage store.
+   * @param callback The function to be executed within the AsyncLocalStorage context.
+   * @returns The result of the callback function.
+   */
+  public run<T>(callback: () => T): T {
+    return this.als.run<T>(new Map(), () => {
+      this.markAsExport();
+
+      return callback();
+    });
+  }
+
+  /**
+   * Retrieves the current AsyncLocalStorage store.
+   * @returns The current store or undefined if not in a valid context.
+   */
+  public getStore(): Map<string, any> | undefined {
+    return this.als.getStore();
+  }
+
+  /**
+   * Marks the current context as an export operation.
+   * @param flag Boolean flag to set or unset the export status. Defaults to true.
+   */
+  public markAsExport(flag: boolean = true): void {
+    const store = this.getStore();
+    store?.set('isExport', flag);
+  }
+  /**
+   * Checks if the current context is an export operation.
+   * @returns {boolean} True if the context is an export operation, false otherwise.
+   */
+  public get isExport(): boolean {
+    return !!this.getStore()?.get('isExport');
+  }
+}

packages/server/src/services/Export/ExportService.ts

@@ -10,6 +10,7 @@ import { Errors, ExportFormat } from './common';
 import { IModelMeta, IModelMetaColumn } from '@/interfaces';
 import { flatDataCollections, getDataAccessor } from './utils';
 import { ExportPdf } from './ExportPdf';
+import { ExportAls } from './ExportAls';
 
 @Service()
 export class ExportResourceService {
@@ -22,20 +23,43 @@ export class ExportResourceService {
   @Inject()
   private exportPdf: ExportPdf;
 
+  @Inject()
+  private exportAls: ExportAls;
+
   /**
-   * Exports the given resource data through csv, xlsx or pdf.
+   *
-   * @param {number} tenantId - Tenant id.
+   * @param {number} tenantId
-   * @param {string} resourceName - Resource name.
+   * @param {string} resourceName
-   * @param {ExportFormat} format - File format.
+   * @param {ExportFormat} format
+   * @returns
    */
   public async export(
     tenantId: number,
     resourceName: string,
     format: ExportFormat = ExportFormat.Csv
+  ) {
+    return this.exportAls.run(() =>
+      this.exportAlsRun(tenantId, resourceName, format)
+    );
+  }
+
+  /**
+   * Exports the given resource data through csv, xlsx or pdf.
+   * @param {number} tenantId - Tenant id.
+   * @param {string} resourceName - Resource name.
+   * @param {ExportFormat} format - File format.
+   */
+  public async exportAlsRun(
+    tenantId: number,
+    resourceName: string,
+    format: ExportFormat = ExportFormat.Csv
   ) {
     const resource = sanitizeResourceName(resourceName);
     const resourceMeta = this.getResourceMeta(tenantId, resource);
-
+    const resourceColumns = this.resourceService.getResourceColumns(
+      tenantId,
+      resource
+    );
     this.validateResourceMeta(resourceMeta);
 
     const data = await this.getExportableData(tenantId, resource);
@@ -43,7 +67,7 @@ export class ExportResourceService {
 
     // Returns the csv, xlsx format.
     if (format === ExportFormat.Csv || format === ExportFormat.Xlsx) {
-      const exportableColumns = this.getExportableColumns(resourceMeta);
+      const exportableColumns = this.getExportableColumns(resourceColumns);
       const workbook = this.createWorkbook(transformed, exportableColumns);
 
       return this.exportWorkbook(workbook, format);
@@ -122,7 +146,7 @@ export class ExportResourceService {
    * @param {IModelMeta} resourceMeta - The metadata of the resource.
    * @returns An array of exportable columns.
    */
-  private getExportableColumns(resourceMeta: IModelMeta) {
+  private getExportableColumns(resourceColumns: any) {
     const processColumns = (
       columns: { [key: string]: IModelMetaColumn },
       parent = ''
@@ -145,7 +169,7 @@ export class ExportResourceService {
           }
         });
     };
-    return processColumns(resourceMeta.columns);
+    return processColumns(resourceColumns);
   }
 
   private getPrintableColumns(resourceMeta: IModelMeta) {

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

@@ -1 +1,2 @@
-export const EXPORT_SIZE_LIMIT = 9999999;
+export const EXPORT_SIZE_LIMIT = 9999999;
+export const EXPORT_DTE_FORMAT = 'YYYY-MM-DD';

packages/server/src/services/Import/ImportALS.ts

@@ -8,6 +8,7 @@ export class ImportAls {
   constructor() {
     this.als = new AsyncLocalStorage();
   }
+
   /**
    * Runs a callback function within the context of a new AsyncLocalStorage store.
    * @param callback The function to be executed within the AsyncLocalStorage context.
@@ -82,7 +83,7 @@ export class ImportAls {
    * Checks if the current context is an import operation.
    * @returns {boolean} True if the context is an import operation, false otherwise.
    */
-  public isImport(): boolean {
+  public get isImport(): boolean {
     return !!this.getStore()?.get('isImport');
   }
 
@@ -90,7 +91,7 @@ export class ImportAls {
    * Checks if the current context is an import commit operation.
    * @returns {boolean} True if the context is an import commit operation, false otherwise.
    */
-  public isImportCommit(): boolean {
+  public get isImportCommit(): boolean {
     return !!this.getStore()?.get('isImportCommit');
   }
 
@@ -98,7 +99,7 @@ export class ImportAls {
    * Checks if the current context is an import preview operation.
    * @returns {boolean} True if the context is an import preview operation, false otherwise.
    */
-  public isImportPreview(): boolean {
+  public get isImportPreview(): boolean {
     return !!this.getStore()?.get('isImportPreview');
   }
 }

packages/server/src/services/Import/ImportFileCommon.ts

@@ -1,4 +1,3 @@
-import XLSX from 'xlsx';
 import bluebird from 'bluebird';
 import * as R from 'ramda';
 import { Inject, Service } from 'typedi';
@@ -27,23 +26,7 @@ export class ImportFileCommon {
 
   @Inject()
   private resource: ResourceService;
-
+  
-  /**
-   * Maps the columns of the imported data based on the provided mapping attributes.
-   * @param {Record<string, any>[]} body - The array of data objects to map.
-   * @param {ImportMappingAttr[]} map - The mapping attributes.
-   * @returns {Record<string, any>[]} - The mapped data objects.
-   */
-  public parseXlsxSheet(buffer: Buffer): Record<string, unknown>[] {
-    const workbook = XLSX.read(buffer, { type: 'buffer', raw: true });
-
-    const firstSheetName = workbook.SheetNames[0];
-    const worksheet = workbook.Sheets[firstSheetName];
-
-    return XLSX.utils.sheet_to_json(worksheet, {});
-  }
-
-
   /**
    * Imports the given parsed data to the resource storage through registered importable service.
    * @param {number} tenantId -

packages/server/src/services/Import/ImportFileMapping.ts

@@ -33,6 +33,8 @@ export class ImportFileMapping {
     // Invalidate the from/to map attributes.
     this.validateMapsAttrs(tenantId, importFile, maps);
 
+    // @todo validate the required fields.
+
     // Validate the diplicated relations of map attrs.
     this.validateDuplicatedMapAttrs(maps);
 

packages/server/src/services/Import/ImportFileProcess.ts

@@ -2,18 +2,14 @@ import { Inject, Service } from 'typedi';
 import { chain } from 'lodash';
 import { Knex } from 'knex';
 import { ServiceError } from '@/exceptions';
-import {
+import { ERRORS, getUnmappedSheetColumns, readImportFile } from './_utils';
-  ERRORS,
-  getSheetColumns,
-  getUnmappedSheetColumns,
-  readImportFile,
-} from './_utils';
 import { ImportFileCommon } from './ImportFileCommon';
 import { ImportFileDataTransformer } from './ImportFileDataTransformer';
 import ResourceService from '../Resource/ResourceService';
 import UnitOfWork from '../UnitOfWork';
 import { ImportFilePreviewPOJO } from './interfaces';
 import { Import } from '@/system/models';
+import { parseSheetData } from './sheet_utils';
 
 @Service()
 export class ImportFileProcess {
@@ -49,10 +45,10 @@ export class ImportFileProcess {
     if (!importFile.isMapped) {
       throw new ServiceError(ERRORS.IMPORT_FILE_NOT_MAPPED);
     }
-    // Read the imported file.
+    // Read the imported file and parse the given buffer to get columns
+    // and sheet data in json format.
     const buffer = await readImportFile(importFile.filename);
-    const sheetData = this.importCommon.parseXlsxSheet(buffer);
+    const [sheetData, sheetColumns] = parseSheetData(buffer);
-    const header = getSheetColumns(sheetData);
 
     const resource = importFile.resource;
     const resourceFields = this.resource.getResourceFields2(tenantId, resource);
@@ -87,7 +83,7 @@ export class ImportFileProcess {
       .flatten()
       .value();
 
-    const unmappedColumns = getUnmappedSheetColumns(header, mapping);
+    const unmappedColumns = getUnmappedSheetColumns(sheetColumns, mapping);
     const totalCount = allData.length;
 
     const createdCount = successedImport.length;

packages/server/src/services/Import/ImportFileUpload.ts

@@ -11,6 +11,7 @@ import { ImportFileCommon } from './ImportFileCommon';
 import { ImportFileDataValidator } from './ImportFileDataValidator';
 import { ImportFileUploadPOJO } from './interfaces';
 import { Import } from '@/system/models';
+import { parseSheetData } from './sheet_utils';
 
 @Service()
 export class ImportFileUploadService {
@@ -77,14 +78,12 @@ export class ImportFileUploadService {
     const buffer = await readImportFile(filename);
 
     // Parse the buffer file to array data.
-    const sheetData = this.importFileCommon.parseXlsxSheet(buffer);
+    const [sheetData, sheetColumns] = parseSheetData(buffer);
+    const coumnsStringified = JSON.stringify(sheetColumns);
 
     // Throws service error if the sheet data is empty.
     validateSheetEmpty(sheetData);
 
-    const sheetColumns = this.importFileCommon.parseSheetColumns(sheetData);
-    const coumnsStringified = JSON.stringify(sheetColumns);
-
     try {
       // Validates the params Yup schema.
       await this.importFileCommon.validateParamsSchema(resource, params);

packages/server/src/services/Import/sheet_utils.ts

@@ -0,0 +1,56 @@
+import XLSX from 'xlsx';
+import { first } from 'lodash';
+
+/**
+ * Parses the given sheet buffer to worksheet.
+ * @param {Buffer} buffer
+ * @returns {XLSX.WorkSheet}
+ */
+export function parseFirstSheet(buffer: Buffer): XLSX.WorkSheet {
+  const workbook = XLSX.read(buffer, { type: 'buffer', raw: true });
+
+  const firstSheetName = workbook.SheetNames[0];
+  const worksheet = workbook.Sheets[firstSheetName];
+
+  return worksheet;
+}
+
+/**
+ * Extracts the given worksheet to columns.
+ * @param {XLSX.WorkSheet} worksheet
+ * @returns {Array<string>}
+ */
+export function extractSheetColumns(worksheet: XLSX.WorkSheet): Array<string> {
+  // By default, sheet_to_json scans the first row and uses the values as headers.
+  // With the header: 1 option, the function exports an array of arrays of values.
+  const sheetCells = XLSX.utils.sheet_to_json(worksheet, { header: 1 });
+  const sheetCols = first(sheetCells) as Array<string>;
+
+  return sheetCols.filter((col) => col);
+}
+
+/**
+ * Parses the given worksheet to json values. the keys are columns labels.
+ * @param {XLSX.WorkSheet} worksheet
+ * @returns {Array<Record<string, string>>}
+ */
+export function parseSheetToJson(
+  worksheet: XLSX.WorkSheet
+): Array<Record<string, string>> {
+  return XLSX.utils.sheet_to_json(worksheet, {});
+}
+
+/**
+ * Parses the given sheet buffer then retrieves the sheet data and columns.
+ * @param {Buffer} buffer
+ */
+export function parseSheetData(
+  buffer: Buffer
+): [Array<Record<string, string>>, string[]] {
+  const worksheet = parseFirstSheet(buffer);
+
+  const columns = extractSheetColumns(worksheet);
+  const data = parseSheetToJson(worksheet);
+
+  return [data, columns];
+}

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

@@ -0,0 +1,16 @@
+import { IItemEntry } from '@/interfaces';
+import { isNull, isUndefined } from 'lodash';
+
+export function assocItemEntriesDefaultIndex<T>(
+  entries: Array<T & { index?: number }>
+): Array<T & { index: number }> {
+  return entries.map((entry, index) => {
+    return {
+      index:
+        isUndefined(entry.index) || isNull(entry.index)
+          ? index + 1
+          : entry.index,
+      ...entry,
+    };
+  });
+}

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

@@ -18,6 +18,8 @@ import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
 import { CommandManualJournalValidators } from './CommandManualJournalValidators';
 import { AutoIncrementManualJournal } from './AutoIncrementManualJournal';
 import { ManualJournalBranchesDTOTransformer } from '@/services/Branches/Integrations/ManualJournals/ManualJournalDTOTransformer';
+import { assocItemEntriesDefaultIndex } from '../Items/utils';
+
 @Service()
 export class CreateManualJournalService {
   @Inject()
@@ -58,16 +60,22 @@ export class CreateManualJournalService {
     // The manual or auto-increment journal number.
     const journalNumber = manualJournalDTO.journalNumber || autoNextNumber;
 
+    const entries = R.compose(
+      // Associate the default index to each item entry.
+      assocItemEntriesDefaultIndex
+    )(manualJournalDTO.entries);
+
     const initialDTO = {
       ...omit(manualJournalDTO, ['publish', 'attachments']),
       ...(manualJournalDTO.publish
         ? { publishedAt: moment().toMySqlDateTime() }
         : {}),
       amount,
+      date,
       currencyCode: manualJournalDTO.currencyCode || baseCurrency,
       exchangeRate: manualJournalDTO.exchangeRate || 1,
-      date,
       journalNumber,
+      entries,
       userId: authorizedUser.id,
     };
     return R.compose(

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

@@ -14,12 +14,17 @@ export class BillPaymentExportable extends Exportable {
    * @returns
    */
   public exportable(tenantId: number, query: any) {
+    const filterQuery = (builder) => {
+      builder.withGraphFetched('entries.bill');
+      builder.withGraphFetched('branch');
+    };
     const parsedQuery = {
       sortOrder: 'desc',
       columnSortBy: 'created_at',
       ...query,
       page: 1,
       pageSize: EXPORT_SIZE_LIMIT,
+      filterQuery
     } as any;
 
     return this.billPaymentsApplication

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

@@ -3,8 +3,8 @@ import * as R from 'ramda';
 import { omit, sumBy } from 'lodash';
 import { IBillPayment, IBillPaymentDTO, IVendor } from '@/interfaces';
 import { BranchTransactionDTOTransform } from '@/services/Branches/Integrations/BranchTransactionDTOTransform';
+import { assocItemEntriesDefaultIndex } from '@/services/Items/utils';
 import { formatDateFields } from '@/utils';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
 
 @Service()
 export class CommandBillPaymentDTOTransformer {
@@ -27,6 +27,12 @@ export class CommandBillPaymentDTOTransformer {
     const amount =
       billPaymentDTO.amount ?? sumBy(billPaymentDTO.entries, 'paymentAmount');
 
+    // Associate the default index to each item entry.
+    const entries = R.compose(
+      // Associate the default index to payment entries.
+      assocItemEntriesDefaultIndex
+    )(billPaymentDTO.entries);
+
     const initialDTO = {
       ...formatDateFields(omit(billPaymentDTO, ['attachments']), [
         'paymentDate',
@@ -34,7 +40,7 @@ export class CommandBillPaymentDTOTransformer {
       amount,
       currencyCode: vendor.currencyCode,
       exchangeRate: billPaymentDTO.exchangeRate || 1,
-      entries: billPaymentDTO.entries,
+      entries,
     };
     return R.compose(
       this.branchDTOTransform.transformDTO<IBillPayment>(tenantId)

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

@@ -52,6 +52,7 @@ export class GetBillPayments {
         builder.withGraphFetched('paymentAccount');
 
         dynamicList.buildQuery()(builder);
+        filter?.filterQuery && filter?.filterQuery(builder);
       })
       .pagination(filter.page - 1, filter.pageSize);
 

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

@@ -3,7 +3,7 @@ import moment from 'moment';
 import { Inject, Service } from 'typedi';
 import * as R from 'ramda';
 import composeAsync from 'async/compose';
-import { formatDateFields } from 'utils';
+import { assocDepthLevelToObjectTree, formatDateFields } from 'utils';
 import {
   IBillDTO,
   IBill,
@@ -15,6 +15,7 @@ import { BranchTransactionDTOTransform } from '@/services/Branches/Integrations/
 import { WarehouseTransactionDTOTransform } from '@/services/Warehouses/Integrations/WarehouseTransactionDTOTransform';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { ItemEntriesTaxTransactions } from '@/services/TaxRates/ItemEntriesTaxTransactions';
+import { assocItemEntriesDefaultIndex } from '@/services/Items/utils';
 
 @Service()
 export class BillDTOTransformer {
@@ -54,9 +55,9 @@ export class BillDTOTransformer {
 
   /**
    * Converts create bill DTO to model.
-   * @param   {number} tenantId
+   * @param {number} tenantId
-   * @param   {IBillDTO} billDTO
+   * @param {IBillDTO} billDTO
-   * @param   {IBill} oldBill
+   * @param {IBill} oldBill
    * @returns {IBill}
    */
   public async billDTOToModel(
@@ -92,7 +93,9 @@ export class BillDTOTransformer {
 
     const entries = R.compose(
       // Remove tax code from entries.
-      R.map(R.omit(['taxCode']))
+      R.map(R.omit(['taxCode'])),
+      // Associate the default index to each item entry line.
+      assocItemEntriesDefaultIndex
     )(asyncEntries);
 
     const initialDTO = {

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

@@ -1,8 +1,10 @@
 import { Inject, Service } from 'typedi';
+import { Knex } from 'knex';
 import { IBillsFilter } from '@/interfaces';
 import { Exportable } from '@/services/Export/Exportable';
 import { BillsApplication } from './BillsApplication';
 import { EXPORT_SIZE_LIMIT } from '@/services/Export/constants';
+import Objection from 'objection';
 
 @Service()
 export class BillsExportable extends Exportable {
@@ -15,12 +17,17 @@ export class BillsExportable extends Exportable {
    * @returns
    */
   public exportable(tenantId: number, query: IBillsFilter) {
+    const filterQuery = (query) => {
+      query.withGraphFetched('branch');
+      query.withGraphFetched('warehouse');
+    };
     const parsedQuery = {
       sortOrder: 'desc',
       columnSortBy: 'created_at',
       ...query,
       page: 1,
       pageSize: EXPORT_SIZE_LIMIT,
+      filterQuery,
     } as IBillsFilter;
 
     return this.billsApplication

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

@@ -51,6 +51,9 @@ export class GetBills {
         builder.withGraphFetched('vendor');
         builder.withGraphFetched('entries.item');
         dynamicFilter.buildQuery()(builder);
+
+        // Filter query.
+        filterDTO?.filterQuery && filterDTO?.filterQuery(builder);
       })
       .pagination(filter.page - 1, filter.pageSize);
 

packages/server/src/services/Purchases/VendorCredits/BaseVendorCredit.ts

@@ -9,11 +9,13 @@ import {
   IVendorCredit,
   IVendorCreditCreateDTO,
   IVendorCreditEditDTO,
+  IVendorCreditEntryDTO,
 } from '@/interfaces';
 import ItemsEntriesService from '@/services/Items/ItemsEntriesService';
 import AutoIncrementOrdersService from '@/services/Sales/AutoIncrementOrdersService';
 import { BranchTransactionDTOTransform } from '@/services/Branches/Integrations/BranchTransactionDTOTransform';
 import { WarehouseTransactionDTOTransform } from '@/services/Warehouses/Integrations/WarehouseTransactionDTOTransform';
+import { assocItemEntriesDefaultIndex } from '@/services/Items/utils';
 
 @Service()
 export default class BaseVendorCredit {
@@ -50,10 +52,18 @@ export default class BaseVendorCredit {
     const amount = this.itemsEntriesService.getTotalItemsEntries(
       vendorCreditDTO.entries
     );
-    const entries = vendorCreditDTO.entries.map((entry) => ({
+
-      ...entry,
+    const entries = R.compose(
-      referenceType: 'VendorCredit',
+      // Associate the default index to each item entry.
-    }));
+      assocItemEntriesDefaultIndex,
+
+      // Associate the reference type to item entries.
+      R.map((entry: IVendorCreditEntryDTO) => ({
+        referenceType: 'VendorCredit',
+        ...entry,
+      }))
+    )(vendorCreditDTO.entries);
+
     // Retreive the next vendor credit number.
     const autoNextNumber = this.getNextCreditNumber(tenantId);
 

packages/server/src/services/Purchases/VendorCredits/ListVendorCredits.ts

@@ -48,6 +48,10 @@ export default class ListVendorCredits extends BaseVendorCredit {
         builder.withGraphFetched('entries');
         builder.withGraphFetched('vendor');
         dynamicFilter.buildQuery()(builder);
+
+        // Gives ability to inject custom query to filter results.
+        vendorCreditQuery?.filterQuery &&
+          vendorCreditQuery?.filterQuery(builder);
       })
       .pagination(filter.page - 1, filter.pageSize);
 

packages/server/src/services/Purchases/VendorCredits/VendorCreditsExportable.ts

@@ -2,6 +2,7 @@ import { Inject, Service } from 'typedi';
 import { IVendorCreditsQueryDTO } from '@/interfaces';
 import ListVendorCredits from './ListVendorCredits';
 import { Exportable } from '@/services/Export/Exportable';
+import { QueryBuilder } from 'knex';
 
 @Service()
 export class VendorCreditsExportable extends Exportable {
@@ -15,12 +16,17 @@ export class VendorCreditsExportable extends Exportable {
    * @returns {}
    */
   public exportable(tenantId: number, query: IVendorCreditsQueryDTO) {
+    const filterQuery = (query) => {
+      query.withGraphFetched('branch');
+      query.withGraphFetched('warehouse');
+    };
     const parsedQuery = {
       sortOrder: 'desc',
       columnSortBy: 'created_at',
       ...query,
       page: 1,
       pageSize: 12000,
+      filterQuery,
     } as IVendorCreditsQueryDTO;
 
     return this.getVendorCredits

packages/server/src/services/Resource/ResourceService.ts

@@ -1,11 +1,18 @@
 import { Service, Inject } from 'typedi';
-import { camelCase, upperFirst, pickBy } from 'lodash';
+import { camelCase, upperFirst, pickBy, isEmpty } from 'lodash';
 import * as qim from 'qim';
 import pluralize from 'pluralize';
-import { IModelMeta, IModelMetaField, IModelMetaField2 } from '@/interfaces';
+import {
+  Features,
+  IModelMeta,
+  IModelMetaField,
+  IModelMetaField2,
+} from '@/interfaces';
 import TenancyService from '@/services/Tenancy/TenancyService';
 import { ServiceError } from '@/exceptions';
 import I18nService from '@/services/I18n/I18nService';
+import { WarehousesSettings } from '../Warehouses/WarehousesSettings';
+import { BranchesSettings } from '../Branches/BranchesSettings';
 
 const ERRORS = {
   RESOURCE_MODEL_NOT_FOUND: 'RESOURCE_MODEL_NOT_FOUND',
@@ -19,6 +26,12 @@ export default class ResourceService {
   @Inject()
   i18nService: I18nService;
 
+  @Inject()
+  private branchesSettings: BranchesSettings;
+
+  @Inject()
+  private warehousesSettings: WarehousesSettings;
+
   /**
    * Transform resource to model name.
    * @param {string} resourceName
@@ -74,13 +87,45 @@ export default class ResourceService {
     return meta.fields;
   }
 
+  public filterSupportFeatures = (
+    tenantId,
+    fields: { [key: string]: IModelMetaField2 }
+  ) => {
+    const isMultiFeaturesEnabled =
+      this.branchesSettings.isMultiBranchesActive(tenantId);
+    const isMultiWarehousesEnabled =
+      this.warehousesSettings.isMultiWarehousesActive(tenantId);
+
+    return pickBy(fields, (field) => {
+      if (
+        !isMultiWarehousesEnabled &&
+        field.features?.includes(Features.WAREHOUSES)
+      ) {
+        return false;
+      }
+      if (
+        !isMultiFeaturesEnabled &&
+        field.features?.includes(Features.BRANCHES)
+      ) {
+        return false;
+      }
+      return true;
+    });
+  };
+
   public getResourceFields2(
     tenantId: number,
     modelName: string
   ): { [key: string]: IModelMetaField2 } {
     const meta = this.getResourceMeta(tenantId, modelName);
 
-    return meta.fields2;
+    return this.filterSupportFeatures(tenantId, meta.fields2);
+  }
+
+  public getResourceColumns(tenantId: number, modelName: string) {
+    const meta = this.getResourceMeta(tenantId, modelName);
+
+    return this.filterSupportFeatures(tenantId, meta.columns);
   }
 
   /**

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

@@ -53,6 +53,7 @@ export class GetSaleEstimates {
         builder.withGraphFetched('entries');
         builder.withGraphFetched('entries.item'); 
         dynamicFilter.buildQuery()(builder);
+        filterDTO?.filterQuery && filterDTO?.filterQuery(builder);
       })
       .pagination(filter.page - 1, filter.pageSize);
 

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

@@ -9,6 +9,7 @@ import { WarehouseTransactionDTOTransform } from '@/services/Warehouses/Integrat
 import { formatDateFields } from '@/utils';
 import moment from 'moment';
 import { SaleEstimateIncrement } from './SaleEstimateIncrement';
+import { assocItemEntriesDefaultIndex } from '@/services/Items/utils';
 
 @Service()
 export class SaleEstimateDTOTransformer {
@@ -56,6 +57,14 @@ export class SaleEstimateDTOTransformer {
     // Validate the sale estimate number require.
     this.validators.validateEstimateNoRequire(estimateNumber);
 
+    const entries = R.compose(
+      // Associate the reference type to item entries.
+      R.map((entry) => R.assoc('reference_type', 'SaleEstimate', entry)),
+
+      // Associate default index to item entries.
+      assocItemEntriesDefaultIndex
+    )(estimateDTO.entries);
+
     const initialDTO = {
       amount,
       ...formatDateFields(
@@ -65,10 +74,7 @@ export class SaleEstimateDTOTransformer {
       currencyCode: paymentCustomer.currencyCode,
       exchangeRate: estimateDTO.exchangeRate || 1,
       ...(estimateNumber ? { estimateNumber } : {}),
-      entries: estimateDTO.entries.map((entry) => ({
+      entries,
-        reference_type: 'SaleEstimate',
-        ...entry,
-      })),
       // Avoid rewrite the deliver date in edit mode when already published.
       ...(estimateDTO.delivered &&
         !oldSaleEstimate?.deliveredAt && {

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

@@ -15,12 +15,17 @@ export class SaleEstimatesExportable extends Exportable {
    * @returns
    */
   public exportable(tenantId: number, query: ISalesInvoicesFilter) {
+    const filterQuery = (query) => {
+      query.withGraphFetched('branch');
+      query.withGraphFetched('warehouse');
+    };
     const parsedQuery = {
       sortOrder: 'desc',
       columnSortBy: 'created_at',
       ...query,
       page: 1,
       pageSize: EXPORT_SIZE_LIMIT,
+      filterQuery,
     } as ISalesInvoicesFilter;
 
     return this.saleEstimatesApplication

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

@@ -17,6 +17,7 @@ import { CommandSaleInvoiceValidators } from './CommandSaleInvoiceValidators';
 import { SaleInvoiceIncrement } from './SaleInvoiceIncrement';
 import { formatDateFields } from 'utils';
 import { ItemEntriesTaxTransactions } from '@/services/TaxRates/ItemEntriesTaxTransactions';
+import { assocItemEntriesDefaultIndex } from '@/services/Items/utils';
 import { ItemEntry } from '@/models';
 
 @Service()
@@ -81,7 +82,10 @@ export class CommandSaleInvoiceDTOTransformer {
 
     const entries = R.compose(
       // Remove tax code from entries.
-      R.map(R.omit(['taxCode']))
+      R.map(R.omit(['taxCode'])),
+
+      // Associate the default index for each item entry lin.
+      assocItemEntriesDefaultIndex
     )(asyncEntries);
 
     const initialDTO = {

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

@@ -52,6 +52,7 @@ export class GetSaleInvoices {
         builder.withGraphFetched('entries.item');
         builder.withGraphFetched('customer');
         dynamicFilter.buildQuery()(builder);
+        filterDTO?.filterQuery && filterDTO?.filterQuery(builder);
       })
       .pagination(filter.page - 1, filter.pageSize);