fix: Edit the payment received transactions with attachments

fix: Something wrong in uploading uncategorized bank transactions

.env.example

@@ -75,31 +75,17 @@ PLAID_ENV=sandbox
 # Your Plaid keys, which can be found in the Plaid Dashboard.
 # https://dashboard.plaid.com/account/keys
 PLAID_CLIENT_ID=
-PLAID_SECRET_DEVELOPMENT=
+PLAID_SECRET=
-PLAID_SECRET_SANDBOX=
-
 PLAID_LINK_WEBHOOK=
 
-# (Optional) Redirect URI settings section
-# Only required for OAuth redirect URI testing (not common on desktop):
-# Sandbox Mode:
-# Set the PLAID_SANDBOX_REDIRECT_URI below to 'http://localhost:3001/oauth-link'.
-# The OAuth redirect flow requires an endpoint on the developer's website
-# that the bank website should redirect to. You will also need to configure
-# this redirect URI for your client ID through the Plaid developer dashboard
-# at https://dashboard.plaid.com/team/api.
-# Development mode:
-# When running in development mode, you must use an https:// url.
-# You will need to configure this https:// redirect URI in the Plaid developer dashboard.
-# Instructions to create a self-signed certificate for localhost can be found at
-# https://github.com/plaid/pattern/blob/master/README.md#testing-oauth.
-# If your system is not set up to run localhost with https://, you will be unable to test
-# the OAuth in development and should leave the PLAID_DEVELOPMENT_REDIRECT_URI blank.
-
-PLAID_SANDBOX_REDIRECT_URI=
-PLAID_DEVELOPMENT_REDIRECT_URI=
-
 # https://docs.lemonsqueezy.com/guides/developer-guide/getting-started#create-an-api-key
 LEMONSQUEEZY_API_KEY=
 LEMONSQUEEZY_STORE_ID=
 LEMONSQUEEZY_WEBHOOK_SECRET=
+
+# S3 documents and attachments 
+S3_REGION=
+S3_ACCESS_KEY_ID=
+S3_SECRET_ACCESS_KEY=
+S3_ENDPOINT=
+S3_BUCKET=

.github/workflows/build-deploy-develop-container.yaml

@@ -0,0 +1,127 @@
+# This workflow will build a docker container, publish it to Github Registry.
+name: Build and Deploy Develop Docker Container
+on:
+  push:
+    branches:
+      - develop
+
+env:
+  WEBAPP_IMAGE_NAME: bigcapitalhq/webapp
+  SERVER_IMAGE_NAME: bigcapitalhq/server
+
+jobs:
+  build-publish-webapp:
+    strategy:
+      fail-fast: false
+    name: Build and deploy webapp container
+    runs-on: ubuntu-latest
+    environment: production
+    steps:
+      - name: Prepare
+        run: |
+          platform=${{ matrix.platform }}
+          echo "PLATFORM_PAIR=${platform//\//-}" >> $GITHUB_ENV
+
+      - name: Checkout
+        uses: actions/checkout@v4
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+
+      # Login to Container registry.
+      - name: Log in to the Container registry
+        uses: docker/login-action@v3
+        with:
+          username: ${{ secrets.DOCKER_USERNAME }}
+          password: ${{ secrets.DOCKER_PASSWORD }}
+
+      - name: Extract metadata (tags, labels) for Docker
+        id: meta
+        uses: docker/metadata-action@98669ae865ea3cffbcbaa878cf57c20bbf1c6c38
+        with:
+          images: ${{ env.WEBAPP_IMAGE_NAME }}
+
+      # Builds and push the Docker image.
+      - name: Build and push Docker image
+        uses: docker/build-push-action@v5
+        id: build
+        with:
+          context: ./
+          file: ./packages/webapp/Dockerfile
+          platforms: linux/amd64
+          push: true
+          labels: ${{ steps.meta.outputs.labels }}
+          tags: bigcapitalhq/webapp:develop
+
+      - name: Export digest
+        run: |
+          mkdir -p /tmp/digests
+          digest="${{ steps.build.outputs.digest }}"
+          touch "/tmp/digests/${digest#sha256:}"
+
+      - name: Upload digest
+        uses: actions/upload-artifact@v4
+        with:
+          name: digests-webapp
+          path: /tmp/digests/*
+          if-no-files-found: error
+          retention-days: 1
+      # Send notification to Slack channel.
+      - name: Slack Notification built and published webapp container successfully.
+        uses: rtCamp/action-slack-notify@v2
+        env:
+          SLACK_WEBHOOK: ${{ secrets.SLACK_WEBHOOK }}
+
+  build-publish-server:
+    name: Build and deploy server container
+    runs-on: ubuntu-latest
+    steps:
+      - name: Prepare
+        run: |
+          platform=${{ matrix.platform }}
+          echo "PLATFORM_PAIR=${platform//\//-}" >> $GITHUB_ENV
+
+      - name: Checkout
+        uses: actions/checkout@v4
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+
+      # Login to Container registry.
+      - name: Log in to the Container registry
+        uses: docker/login-action@v3
+        with:
+          username: ${{ secrets.DOCKER_USERNAME }}
+          password: ${{ secrets.DOCKER_PASSWORD }}
+
+      # Builds and push the Docker image.
+      - name: Build and push Docker image
+        uses: docker/build-push-action@v5
+        id: build
+        with:
+          context: ./
+          file: ./packages/server/Dockerfile
+          platforms: linux/amd64
+          push: true
+          tags: bigcapitalhq/server:develop
+          labels: ${{ steps.meta.outputs.labels }}
+
+      - name: Export digest
+        run: |
+          mkdir -p /tmp/digests
+          digest="${{ steps.build.outputs.digest }}"
+          touch "/tmp/digests/${digest#sha256:}"
+
+      - name: Upload digest
+        uses: actions/upload-artifact@v4
+        with:
+          name: digests-server
+          path: /tmp/digests/*
+          if-no-files-found: error
+          retention-days: 1
+
+      # Send notification to Slack channel.
+      - name: Slack Notification built and published server container successfully.
+        uses: rtCamp/action-slack-notify@v2
+        env:
+          SLACK_WEBHOOK: ${{ secrets.SLACK_WEBHOOK }}

CHANGELOG.md

@@ -2,6 +2,41 @@
 
 All notable changes to Bigcapital server-side will be in this file.
 
+## [0.17.0] - 04-06-2024
+
+### New
+
+* feat: Upload and attach documents by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/461
+* feat: Export resource tables to pdf by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/460
+* feat: Build and deploy develop Docker container by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/476
+* feat: Internal docker virtual network by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/478
+
+### Fixes
+
+* fix: Skip send confirmation email if disabled by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/459
+* fix: Lemon Squeezy redirect to base url by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/479
+* fix: Organize Plaid env variables for development and sandbox envs by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/480
+* fix: Plaid syncs deposit imports as withdrawals by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/481
+* fix: Validate the s3 configures exist by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/482
+* fix: Run migrations only for initialized tenants by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/484
+
+## [0.16.16] - 
+
+* feat: handle http exceptions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/456
+* feat: add the missing Newrelic env vars to docker-compose.prod file by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/457
+* fix: add the signup email confirmation env var by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/458
+
+## [0.16.14] - 
+
+* fix: Typo in setup wizard by @ccantrell72 in https://github.com/bigcapitalhq/bigcapital/pull/440
+* fix: Showing the real mail address on email confirmation view by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/445
+* fix: Auto-increment setting parsing by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/453
+
+## [0.16.12] - 
+
+* feat: Create a manifest list for `webapp` Docker image and push it to DockerHub. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/436
+* feat: Combine arm64 and amd64 in one Github action runner by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/437
+
 ## [0.16.11] - 06-05-2024
 
 ### improvements

docker-compose.prod.yml

@@ -22,11 +22,15 @@ services:
       - server
       - webapp
     restart: on-failure
+    networks:
+      - bigcapital_network
 
   webapp:
     container_name: bigcapital-webapp
     image: bigcapitalhq/webapp:latest
     restart: on-failure
+    networks:
+      - bigcapital_network
 
   server:
     container_name: bigcapital-server
@@ -89,14 +93,17 @@ services:
       - GOTENBERG_URL=${GOTENBERG_URL}
       - GOTENBERG_DOCS_URL=${GOTENBERG_DOCS_URL}
 
+      # Exchange Rate
+      - EXCHANGE_RATE_SERVICE=${EXCHANGE_RATE_SERVICE}
+      - OPEN_EXCHANGE_RATE_APP_ID-${OPEN_EXCHANGE_RATE_APP_ID}
+
       # Bank Sync
       - BANKING_CONNECT=${BANKING_CONNECT}
 
       # Plaid
       - PLAID_ENV=${PLAID_ENV}
       - PLAID_CLIENT_ID=${PLAID_CLIENT_ID}
-      - PLAID_SECRET_DEVELOPMENT=${PLAID_SECRET_DEVELOPMENT}
+      - PLAID_SECRET=${PLAID_SECRET}
-      - PLAID_SECRET_SANDBOX=${b8cf42b441e110451e2f69ad7e1e9f}
       - PLAID_LINK_WEBHOOK=${PLAID_LINK_WEBHOOK}
 
       # Lemon Squeez
@@ -114,6 +121,15 @@ services:
       - NEW_RELIC_LICENSE_KEY=${NEW_RELIC_LICENSE_KEY}
       - NEW_RELIC_APP_NAME=${NEW_RELIC_APP_NAME}
 
+      # S3
+      - S3_REGION=${S3_REGION}
+      - S3_ACCESS_KEY_ID=${S3_ACCESS_KEY_ID}
+      - S3_SECRET_ACCESS_KEY=${S3_SECRET_ACCESS_KEY}
+      - S3_ENDPOINT=${S3_ENDPOINT}
+      - S3_BUCKET=${S3_BUCKET}
+    networks:
+      - bigcapital_network
+
   database_migration:
     container_name: bigcapital-database-migration
     build:
@@ -130,6 +146,8 @@ services:
       - TENANT_DB_NAME_PERFIX=${TENANT_DB_NAME_PERFIX}
     depends_on:
       - mysql
+    networks:
+      - bigcapital_network
 
   mysql:
     container_name: bigcapital-mysql
@@ -145,6 +163,8 @@ services:
       - mysql:/var/lib/mysql
     expose:
       - '3306'
+    networks:
+      - bigcapital_network
 
   mongo:
     container_name: bigcapital-mongo
@@ -154,6 +174,8 @@ services:
       - '27017'
     volumes:
       - mongo:/var/lib/mongodb
+    networks:
+      - bigcapital_network
 
   redis:
     container_name: bigcapital-redis
@@ -164,11 +186,15 @@ services:
       - '6379'
     volumes:
       - redis:/data
+    networks:
+      - bigcapital_network
 
   gotenberg:
     image: gotenberg/gotenberg:7
     expose:
       - '9000'
+    networks:
+      - bigcapital_network
 
 # Volumes
 volumes:
@@ -183,3 +209,8 @@ volumes:
   redis:
     name: bigcapital_prod_redis
     driver: local
+
+# Networks
+networks:
+  bigcapital_network:
+    driver: bridge

packages/server/resources/scss/modules/export-resource-table.scss

@@ -0,0 +1,38 @@
+@import "../base.scss";
+
+body {
+  font-family: system-ui,-apple-system,"Segoe UI",Roboto,"Helvetica Neue","Noto Sans","Liberation Sans",Arial,sans-serif,"Apple Color Emoji","Segoe UI Emoji","Segoe UI Symbol","Noto Color Emoji";
+  font-size: 12px;
+  line-height: 1.4;
+  margin: 0;
+}
+.sheet__title{
+  margin-bottom: 18px;
+}
+.sheet__title h2{
+  line-height: 1;
+  margin-top: 0;
+  margin-bottom: 10px;
+  font-size: 16px;
+}
+.sheet__table {
+  font-size: inherit;
+  line-height: inherit;
+  width: 100%;
+}
+.sheet__table {
+  table-layout: auto;
+  border-collapse: collapse;  
+  width: 100%;
+}
+.sheet__table thead tr th {
+  border-top: 1px solid #000;
+  border-bottom: 1px solid #000;
+  background: #fff;
+  padding: 8px;
+  line-height: 1.2;
+}
+.sheet__table tbody tr td {
+  padding: 4px 8px;
+  border-bottom: 1px solid #CCC;    
+}

packages/server/resources/views/modules/export-resource-table.pug

@@ -0,0 +1,24 @@
+block head
+  style 
+    include ../../css/modules/export-resource-table.css
+
+style.
+  !{customCSS}
+
+block content 
+  .sheet
+    .sheet__title 
+      h2.sheetTitle= sheetTitle
+      p.sheetDesc= sheetDescription
+
+    table.sheet__table
+      thead
+        tr
+          each column in table.columns
+            th(style=column.style class='column--' + column.key)= column.name
+      tbody
+        each row in table.rows
+          tr(class=row.classNames)
+            each cell in row.cells 
+              td(class='cell--' + cell.key)
+                span!= cell.value

packages/server/scripts/gulpConfig.js

@@ -70,6 +70,10 @@ module.exports = {
         src: `${RESOURCES_PATH}/scss/modules/financial-sheet.scss`,
         dest: `${RESOURCES_PATH}/css/modules`,
       },
+      {
+        src: `${RESOURCES_PATH}/scss/modules/export-resource-table.scss`,
+        dest: `${RESOURCES_PATH}/css/modules`,
+      },
     ],
     // RTL builds.
     rtl: [

packages/server/src/api/controllers/Attachments/AttachmentsController.ts

@@ -4,12 +4,16 @@ import { Router, Response, NextFunction, Request } from 'express';
 import { body, param } from 'express-validator';
 import BaseController from '@/api/controllers/BaseController';
 import { AttachmentsApplication } from '@/services/Attachments/AttachmentsApplication';
+import { AttachmentUploadPipeline } from '@/services/Attachments/S3UploadPipeline';
 
 @Service()
 export class AttachmentsController extends BaseController {
   @Inject()
   private attachmentsApplication: AttachmentsApplication;
 
+  @Inject()
+  private uploadPipelineService: AttachmentUploadPipeline;
+
   /**
    * Router constructor.
    */
@@ -18,7 +22,8 @@ export class AttachmentsController extends BaseController {
 
     router.post(
       '/',
-      this.attachmentsApplication.uploadPipeline.single('file'),
+      this.uploadPipelineService.validateS3Configured,
+      this.uploadPipelineService.uploadPipeline().single('file'),
       this.validateUploadedFileExistance,
       this.uploadAttachment.bind(this)
     );

packages/server/src/api/controllers/Export/ExportController.ts

@@ -5,6 +5,7 @@ import BaseController from '@/api/controllers/BaseController';
 import { ServiceError } from '@/exceptions';
 import { ExportApplication } from '@/services/Export/ExportApplication';
 import { ACCEPT_TYPE } from '@/interfaces/Http';
+import { convertAcceptFormatToFormat } from './_utils';
 
 @Service()
 export class ExportController extends BaseController {
@@ -25,7 +26,6 @@ export class ExportController extends BaseController {
       ],
       this.validationResult,
       this.export.bind(this),
-      this.catchServiceErrors
     );
     return router;
   }
@@ -48,10 +48,12 @@ export class ExportController extends BaseController {
         ACCEPT_TYPE.APPLICATION_CSV,
         ACCEPT_TYPE.APPLICATION_PDF,
       ]);
+      const applicationFormat = convertAcceptFormatToFormat(acceptType);
+
       const data = await this.exportResourceApp.export(
         tenantId,
         query.resource,
-        acceptType === ACCEPT_TYPE.APPLICATION_XLSX ? 'xlsx' : 'csv'
+        applicationFormat
       );
       // Retrieves the csv format.
       if (ACCEPT_TYPE.APPLICATION_CSV === acceptType) {
@@ -70,31 +72,16 @@ export class ExportController extends BaseController {
           'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
         );
         return res.send(data);
+        //
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': data.length,
+        });
+        res.send(data);
       }
     } catch (error) {
       next(error);
     }
   }
-
-  /**
-   * Transforms service errors to response.
-   * @param {Error}
-   * @param {Request} req
-   * @param {Response} res
-   * @param {ServiceError} error
-   */
-  private catchServiceErrors(
-    error,
-    req: Request,
-    res: Response,
-    next: NextFunction
-  ) {
-    if (error instanceof ServiceError) {
-      return res.status(400).send({
-        errors: [{ type: error.errorType }],
-      });
-    }
-
-    next(error);
-  }
 }

packages/server/src/api/controllers/Export/_utils.ts

@@ -0,0 +1,13 @@
+import { ACCEPT_TYPE } from '@/interfaces/Http';
+import { ExportFormat } from '@/services/Export/common';
+
+export const convertAcceptFormatToFormat = (accept: string): ExportFormat => {
+  switch (accept) {
+    case ACCEPT_TYPE.APPLICATION_CSV:
+      return ExportFormat.Csv;
+    case ACCEPT_TYPE.APPLICATION_PDF:
+      return ExportFormat.Pdf;
+    case ACCEPT_TYPE.APPLICATION_XLSX:
+      return ExportFormat.Xlsx;
+  }
+};

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

@@ -1,7 +1,6 @@
-import { Router } from 'express';
+import { NextFunction, Router, Request, Response } from 'express';
-import { PlaidApplication } from '@/services/Banking/Plaid/PlaidApplication';
-import { Request, Response } from 'express';
 import { Inject, Service } from 'typedi';
+import { PlaidApplication } from '@/services/Banking/Plaid/PlaidApplication';
 import BaseController from '../BaseController';
 import { LemonSqueezyWebhooks } from '@/services/Subscription/LemonSqueezyWebhooks';
 import { PlaidWebhookTenantBootMiddleware } from '@/services/Banking/Plaid/PlaidWebhookTenantBootMiddleware';
@@ -34,7 +33,7 @@ export class Webhooks extends BaseController {
    * @param {Response} res
    * @returns {Response}
    */
-  public async lemonWebhooks(req: Request, res: Response, next: any) {
+  public async lemonWebhooks(req: Request, res: Response, next: NextFunction) {
     const data = req.body;
     const signature = req.headers['x-signature'] ?? '';
     const rawBody = req.rawBody;
@@ -57,20 +56,25 @@ export class Webhooks extends BaseController {
    * @param {Response} res
    * @returns {Response}
    */
-  public async plaidWebhooks(req: Request, res: Response) {
+  public async plaidWebhooks(req: Request, res: Response, next: NextFunction) {
     const { tenantId } = req;
-    const {
-      webhook_type: webhookType,
-      webhook_code: webhookCode,
-      item_id: plaidItemId,
-    } = req.body;
 
-    await this.plaidApp.webhooks(
+    try {
-      tenantId,
+      const {
-      plaidItemId,
+        webhook_type: webhookType,
-      webhookType,
+        webhook_code: webhookCode,
-      webhookCode
+        item_id: plaidItemId,
-    );
+      } = req.body;
-    return res.status(200).send({ code: 200, message: 'ok' });
+
+      await this.plaidApp.webhooks(
+        tenantId,
+        plaidItemId,
+        webhookType,
+        webhookCode
+      );
+      return res.status(200).send({ code: 200, message: 'ok' });
+    } catch (error) {
+      next(error);
+    }
   }
 }

packages/server/src/commands/bigcapital.ts

@@ -71,6 +71,10 @@ function getAllSystemTenants(knex) {
   return knex('tenants');
 }
 
+function getAllInitializedSystemTenants(knex) {
+  return knex('tenants').whereNotNull('initializedAt');
+}
+
 // module.exports = {
 //   log,
 //   success,
@@ -183,7 +187,7 @@ commander
   .action(async (cmd) => {
     try {
       const sysKnex = await initSystemKnex();
-      const tenants = await getAllSystemTenants(sysKnex);
+      const tenants = await getAllInitializedSystemTenants(sysKnex);
       const tenantsOrgsIds = tenants.map((tenant) => tenant.organizationId);
 
       if (cmd.tenant_id && tenantsOrgsIds.indexOf(cmd.tenant_id) === -1) {
@@ -220,7 +224,6 @@ commander
         const oper = migrateTenant(cmd.tenant_id);
         migrateOpers.push(oper);
       }
-
       Promise.all(migrateOpers).then(() => {
         success('All tenants are migrated.');
       });
@@ -280,4 +283,3 @@ commander
       exit(error);
     }
   });
-

packages/server/src/config/index.ts

@@ -204,10 +204,7 @@ module.exports = {
   plaid: {
     env: process.env.PLAID_ENV || 'sandbox',
     clientId: process.env.PLAID_CLIENT_ID,
-    secretDevelopment: process.env.PLAID_SECRET_DEVELOPMENT,
+    secret: process.env.PLAID_SECRET,
-    secretSandbox: process.env.PLAID_SECRET_SANDBOX,
-    redirectSandBox: process.env.PLAID_SANDBOX_REDIRECT_URI,
-    redirectDevelopment: process.env.PLAID_DEVELOPMENT_REDIRECT_URI,
     linkWebhook: process.env.PLAID_LINK_WEBHOOK,
   },
 
@@ -218,6 +215,7 @@ module.exports = {
     key: process.env.LEMONSQUEEZY_API_KEY,
     storeId: process.env.LEMONSQUEEZY_STORE_ID,
     webhookSecret: process.env.LEMONSQUEEZY_WEBHOOK_SECRET,
+    redirectTo: `${process.env.BASE_URL}/setup`,
   },
 
   /**
@@ -233,10 +231,10 @@ module.exports = {
    * S3 for documents.
    */
   s3: {
-    region: process.env.AWS_REGION,
+    region: process.env.S3_REGION,
-    accessKeyId: process.env.AWS_ACCESS_KEY_ID,
+    accessKeyId: process.env.S3_ACCESS_KEY_ID,
-    secretAccessKey: process.env.AWS_SECRET_ACCESS_KEY,
+    secretAccessKey: process.env.S3_SECRET_ACCESS_KEY,
-    endpoint: process.env.AWS_ENDPOINT,
+    endpoint: process.env.S3_ENDPOINT,
-    bucket: process.env.AWS_BUCKET,
+    bucket: process.env.S3_BUCKET || 'bigcapital-documents',
   },
 };

packages/server/src/database/migrations/20231108170207_create_storage_table.js

@@ -0,0 +1,14 @@
+exports.up = function (knex) {
+  return knex.schema.createTable('storage', (table) => {
+    table.increments('id').primary();
+    table.string('key').notNullable();
+    table.string('path').notNullable();
+    table.string('extension').notNullable();
+    table.integer('expire_in');
+    table.timestamps();
+  });
+};
+
+exports.down = function (knex) {
+  return knex.schema.dropTableIfExists('storage');
+};

packages/server/src/database/migrations/20240604153938_drop_storage_table.js

@@ -0,0 +1,5 @@
+exports.up = function (knex) {
+  return knex.schema.dropTableIfExists('storage');
+};
+
+exports.down = function (knex) {};

packages/server/src/database/migrations/20240604153951_create_documents_table.js

@@ -3,7 +3,7 @@ exports.up = function (knex) {
     table.increments('id').primary();
     table.string('key').notNullable();
     table.string('mime_type').notNullable();
-    table.integer('size').unsigned().notNullable();
+    table.integer('size').unsigned();
     table.string('origin_name');
     table.timestamps();
   });

packages/server/src/interfaces/Account.ts

@@ -164,3 +164,7 @@ export enum TaxRateAction {
   DELETE = 'Delete',
   VIEW = 'View',
 }
+
+export interface CreateAccountParams {
+  ignoreUniqueName: boolean;
+}

packages/server/src/interfaces/Model.ts

@@ -122,6 +122,10 @@ export type IModelMetaCollectionField = IModelMetaCollectionFieldCommon &
 export type IModelMetaRelationField = IModelMetaRelationFieldCommon &
   IModelMetaRelationEnumerationField;
 
+interface IModelPrintMeta{
+  pageTitle: string;
+}
+
 export interface IModelMeta {
   defaultFilterField: string;
   defaultSort: IModelMetaDefaultSort;
@@ -134,6 +138,8 @@ export interface IModelMeta {
   importAggregateOn?: string;
   importAggregateBy?: string;
 
+  print?: IModelPrintMeta;
+
   fields: { [key: string]: IModelMetaField };
   columns: { [key: string]: IModelMetaColumn };
 }

packages/server/src/interfaces/User.ts

@@ -11,6 +11,9 @@ export interface ISystemUser extends Model {
   password: string;
   email: string;
 
+  verifyToken: string;
+  verified: boolean;
+
   roleId: number;
   tenantId: number;
 

packages/server/src/lib/Plaid/Plaid.ts

@@ -70,10 +70,7 @@ export class PlaidClientWrapper {
       baseOptions: {
         headers: {
           'PLAID-CLIENT-ID': config.plaid.clientId,
-          'PLAID-SECRET':
+          'PLAID-SECRET': config.plaid.secret,
-            config.plaid.env === 'development'
-              ? config.plaid.secretDevelopment
-              : config.plaid.secretSandbox,
           'Plaid-Version': '2020-09-14',
         },
       },

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

@@ -8,6 +8,9 @@ export default {
   },
   importable: true,
   exportable: true,
+  print: {
+    pageTitle: 'Chart of Accounts',
+  },
   fields: {
     name: {
       name: 'account.field.name',
@@ -121,7 +124,7 @@ export default {
     },
     balance: {
       name: 'account.field.balance',
-      accessor: 'amount',
+      accessor: 'formattedAmount',
     },
     description: {
       name: 'account.field.description',
@@ -133,6 +136,7 @@ export default {
     },
     createdAt: {
       name: 'account.field.created_at',
+      printable: false,
     },
   },
   fields2: {

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

@@ -10,6 +10,9 @@ export default {
   importAggregator: 'group',
   importAggregateOn: 'entries',
   importAggregateBy: 'billNumber',
+  print: {
+    pageTitle: 'Bills',
+  },
   fields: {
     vendor: {
       name: 'bill.field.vendor',
@@ -83,6 +86,10 @@ export default {
     },
   },
   columns: {
+    billDate: {
+      name: 'Date',
+      accessor: 'formattedBillDate',
+    },
     billNumber: {
       name: 'Bill No.',
       type: 'text',
@@ -91,13 +98,10 @@ export default {
       name: 'Reference No.',
       type: 'text',
     },
-    billDate: {
-      name: 'Date',
-      type: 'date',
-    },
     dueDate: {
       name: 'Due Date',
       type: 'date',
+      accessor: 'formattedDueDate',
     },
     vendorId: {
       name: 'Vendor',
@@ -111,10 +115,12 @@ export default {
     exchangeRate: {
       name: 'Exchange Rate',
       type: 'number',
+      printable: false,
     },
     currencyCode: {
       name: 'Currency Code',
       type: 'text',
+      printable: false,
     },
     dueAmount: {
       name: 'Due Amount',
@@ -127,10 +133,12 @@ export default {
     note: {
       name: 'Note',
       type: 'text',
+      printable: false,
     },
     open: {
       name: 'Open',
       type: 'boolean',
+      printable: false,
     },
     entries: {
       name: 'Entries',

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

@@ -77,6 +77,7 @@ export default {
     paymentDate: {
       name: 'bill_payment.field.payment_date',
       type: 'date',
+      accessor: 'formattedPaymentDate'
     },
     paymentNumber: {
       name: 'bill_payment.field.payment_number',
@@ -94,14 +95,17 @@ export default {
     currencyCode: {
       name: 'Currency Code',
       type: 'text',
+      printable: false,
     },
     exchangeRate: {
       name: 'bill_payment.field.exchange_rate',
       type: 'number',
+      printable: false,
     },
     statement: {
       name: 'bill_payment.field.note',
       type: 'text',
+      printable: false,
     },
     reference: {
       name: 'bill_payment.field.reference',

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

@@ -20,6 +20,10 @@ export default {
   importAggregateOn: 'entries',
   importAggregateBy: 'creditNoteNumber',
 
+  print: {
+    pageTitle: 'Credit Notes',
+  },
+
   fields: {
     customer: {
       name: 'credit_note.field.customer',
@@ -88,36 +92,34 @@ export default {
   columns: {
     customer: {
       name: 'Customer',
-      type: 'relation',
       accessor: 'customer.displayName',
     },
     exchangeRate: {
       name: 'Exchange Rate',
-      type: 'number',
+      printable: false,
     },
     creditNoteDate: {
       name: 'Credit Note Date',
-      type: 'date',
+      accessor: 'formattedCreditNoteDate'
     },
     referenceNo: {
       name: 'Reference No.',
-      type: 'text',
     },
     note: {
       name: 'Note',
-      type: 'text',
     },
     termsConditions: {
       name: 'Terms & Conditions',
-      type: 'text',
+      printable: false,
     },
     creditNoteNumber: {
       name: 'Credit Note Number',
-      type: 'text',
+      printable: false,
     },
     open: {
       name: 'Open',
       type: 'boolean',
+      printable: false,
     },
     entries: {
       name: 'Entries',

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

@@ -6,6 +6,9 @@ export default {
     sortOrder: 'DESC',
     sortField: 'created_at',
   },
+  print: {
+    pageTitle: 'Customers',
+  },
   fields: {
     first_name: {
       name: 'vendor.field.first_name',
@@ -127,100 +130,121 @@ export default {
     balance: {
       name: 'vendor.field.balance',
       type: 'number',
+      accessor: 'formattedBalance',
     },
     openingBalance: {
       name: 'vendor.field.opening_balance',
       type: 'number',
+      printable: false
     },
     openingBalanceAt: {
       name: 'vendor.field.opening_balance_at',
       type: 'date',
+      printable: false
     },
     currencyCode: {
       name: 'vendor.field.currency',
       type: 'text',
+      printable: false
     },
     status: {
       name: 'vendor.field.status',
+      printable: false
     },
     note: {
       name: 'vendor.field.note',
+      printable: false
     },
     // Billing Address
     billingAddress1: {
       name: 'Billing Address 1',
       column: 'billing_address1',
       type: 'text',
+      printable: false
     },
     billingAddress2: {
       name: 'Billing Address 2',
       column: 'billing_address2',
       type: 'text',
+      printable: false
     },
     billingAddressCity: {
       name: 'Billing Address City',
       column: 'billing_address_city',
       type: 'text',
+      printable: false
     },
     billingAddressCountry: {
       name: 'Billing Address Country',
       column: 'billing_address_country',
       type: 'text',
+      printable: false
     },
     billingAddressPostcode: {
       name: 'Billing Address Postcode',
       column: 'billing_address_postcode',
       type: 'text',
+      printable: false
     },
     billingAddressState: {
       name: 'Billing Address State',
       column: 'billing_address_state',
       type: 'text',
+      printable: false
     },
     billingAddressPhone: {
       name: 'Billing Address Phone',
       column: 'billing_address_phone',
       type: 'text',
+      printable: false
     },
     // Shipping Address
     shippingAddress1: {
       name: 'Shipping Address 1',
       column: 'shipping_address1',
       type: 'text',
+      printable: false
     },
     shippingAddress2: {
       name: 'Shipping Address 2',
       column: 'shipping_address2',
       type: 'text',
+      printable: false
     },
     shippingAddressCity: {
       name: 'Shipping Address City',
       column: 'shipping_address_city',
       type: 'text',
+      printable: false
     },
     shippingAddressCountry: {
       name: 'Shipping Address Country',
       column: 'shipping_address_country',
       type: 'text',
+      printable: false
     },
     shippingAddressPostcode: {
       name: 'Shipping Address Postcode',
       column: 'shipping_address_postcode',
       type: 'text',
+      printable: false
     },
     shippingAddressPhone: {
       name: 'Shipping Address Phone',
       column: 'shipping_address_phone',
       type: 'text',
+      printable: false
     },
     shippingAddressState: {
       name: 'Shipping Address State',
       column: 'shipping_address_state',
       type: 'text',
+      printable: false
     },
     createdAt: {
       name: 'vendor.field.created_at',
       type: 'date',
+      printable: false
     },
   },
   fields2: {

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

@@ -10,6 +10,9 @@ export default {
   importable: true,
   exportFlattenOn: 'categories',
   exportable: true,
+  print: {
+    pageTitle: 'Expenses',
+  },
   fields: {
     payment_date: {
       name: 'expense.field.payment_date',
@@ -67,7 +70,7 @@ export default {
     paymentReceive: {
       name: 'expense.field.payment_account',
       type: 'text',
-      accessor: 'paymentAccount.name'
+      accessor: 'paymentAccount.name',
     },
     referenceNo: {
       name: 'expense.field.reference_no',
@@ -75,15 +78,18 @@ export default {
     },
     paymentDate: {
       name: 'expense.field.payment_date',
+      accessor: 'formattedDate',
       type: 'date',
     },
     currencyCode: {
       name: 'expense.field.currency_code',
       type: 'text',
+      printable: false,
     },
     exchangeRate: {
       name: 'expense.field.exchange_rate',
       type: 'number',
+      printable: false,
     },
     description: {
       name: 'expense.field.description',
@@ -111,6 +117,7 @@ export default {
     publish: {
       name: 'expense.field.publish',
       type: 'boolean',
+      printable: false,
     },
   },
   fields2: {

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

@@ -6,6 +6,9 @@ export default {
     sortField: 'name',
     sortOrder: 'DESC',
   },
+  print: {
+    pageTitle: 'Items',
+  },
   fields: {
     type: {
       name: 'item.field.type',
@@ -127,6 +130,7 @@ export default {
       name: 'item.field.type',
       type: 'text',
       exportable: true,
+      accessor: 'typeFormatted',
     },
     name: {
       name: 'item.field.name',
@@ -142,11 +146,13 @@ export default {
       name: 'item.field.sellable',
       type: 'boolean',
       exportable: true,
+      printable: false,
     },
     purchasable: {
       name: 'item.field.purchasable',
       type: 'boolean',
       exportable: true,
+      printable: false,
     },
     sellPrice: {
       name: 'item.field.cost_price',
@@ -163,12 +169,14 @@ export default {
       type: 'text',
       accessor: 'costAccount.name',
       exportable: true,
+      printable: false,
     },
     sellAccount: {
       name: 'item.field.sell_description',
       type: 'text',
       accessor: 'sellAccount.name',
       exportable: true,
+      printable: false,
     },
     inventoryAccount: {
       name: 'item.field.inventory_account',
@@ -180,11 +188,13 @@ export default {
       name: 'Sell description',
       type: 'text',
       exportable: true,
+      printable: false,
     },
     purchaseDescription: {
       name: 'Purchase description',
       type: 'text',
       exportable: true,
+      printable: false,
     },
     quantityOnHand: {
       name: 'item.field.quantity_on_hand',
@@ -206,11 +216,13 @@ export default {
       name: 'item.field.active',
       fieldType: 'boolean',
       exportable: true,
+      printable: false,
     },
     createdAt: {
       name: 'item.field.created_at',
       type: 'date',
       exportable: true,
+      printable: false,
     },
   },
   fields2: {

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

@@ -11,6 +11,11 @@ export default {
   importAggregator: 'group',
   importAggregateOn: 'entries',
   importAggregateBy: 'journalNumber',
+
+  print: {
+    pageTitle: 'Manual Journals',
+  },
+
   fields: {
     date: {
       name: 'manual_journal.field.date',
@@ -63,6 +68,7 @@ export default {
     date: {
       name: 'manual_journal.field.date',
       type: 'date',
+      accessor: 'formattedDate',
     },
     journalNumber: {
       name: 'manual_journal.field.journal_number',
@@ -83,10 +89,12 @@ export default {
     currencyCode: {
       name: 'manual_journal.field.currency',
       type: 'text',
+      printable: false,
     },
     exchangeRate: {
       name: 'manual_journal.field.exchange_rate',
       type: 'number',
+      printable: false,
     },
     description: {
       name: 'manual_journal.field.description',
@@ -120,13 +128,17 @@ export default {
       publish: {
         name: 'Publish',
         type: 'boolean',
+        printable: false,
       },
       publishedAt: {
         name: 'Published At',
+        printable: false,
       },
     },
     createdAt: {
       name: 'Created At',
+      accessor: 'formattedCreatedAt',
+      printable: false,
     },
   },
   fields2: {

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

@@ -67,10 +67,12 @@ export default {
     paymentDate: {
       name: 'payment_receive.field.payment_date',
       type: 'date',
+      accessor: 'formattedPaymentDate',
     },
     amount: {
       name: 'payment_receive.field.amount',
       type: 'number',
+      accessor: 'formattedAmount'
     },
     referenceNo: {
       name: 'payment_receive.field.reference_no',
@@ -88,10 +90,12 @@ export default {
     statement: {
       name: 'payment_receive.field.statement',
       type: 'text',
+      printable: false,
     },
     created_at: {
       name: 'payment_receive.field.created_at',
       type: 'date',
+      printable: false,
     },
   },
   fields2: {

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

@@ -11,6 +11,11 @@ export default {
   importAggregator: 'group',
   importAggregateOn: 'entries',
   importAggregateBy: 'estimateNumber',
+
+  print: {
+    pageTitle: 'Sale Estimates'
+  },
+
   fields: {
     amount: {
       name: 'estimate.field.amount',
@@ -86,11 +91,13 @@ export default {
     estimateDate: {
       name: 'Estimate Date',
       type: 'date',
+      accessor: 'formattedEstimateDate',
       exportable: true,
     },
     expirationDate: {
       name: 'Expiration Date',
       type: 'date',
+      accessor: 'formattedExpirationDate',
       exportable: true,
     },
     estimateNumber: {
@@ -112,26 +119,31 @@ export default {
       name: 'Exchange Rate',
       type: 'number',
       exportable: true,
+      printable: false,
     },
     currencyCode: {
       name: 'Currency',
       type: 'text',
       exportable: true,
+      printable: false,
     },
     note: {
       name: 'Note',
       type: 'text',
       exportable: true,
+      printable: false,
     },
     termsConditions: {
       name: 'Terms & Conditions',
       type: 'text',
       exportable: true,
+      printable: false,
     },
     delivered: {
       name: 'Delivered',
       type: 'boolean',
       exportable: true,
+      printable: false,
     },
     entries: {
       name: 'Entries',
@@ -153,6 +165,7 @@ export default {
         },
         description: {
           name: 'Item Description',
+          printable: false,
         },
         amount: {
           name: 'Item Amount',

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

@@ -11,6 +11,10 @@ export default {
   importAggregator: 'group',
   importAggregateOn: 'entries',
   importAggregateBy: 'invoiceNo',
+
+  print: {
+    pageTitle: 'Sale invoices',
+  },
   fields: {
     customer: {
       name: 'invoice.field.customer',
@@ -94,10 +98,12 @@ export default {
     invoiceDate: {
       name: 'invoice.field.invoice_date',
       type: 'date',
+      accessor: 'invoiceDateFormatted',
     },
     dueDate: {
       name: 'invoice.field.due_date',
       type: 'date',
+      accessor: 'dueDateFormatted',
     },
     referenceNo: {
       name: 'invoice.field.reference_no',
@@ -120,10 +126,12 @@ export default {
     exchangeRate: {
       name: 'invoice.field.exchange_rate',
       type: 'number',
+      printable: false,
     },
     currencyCode: {
       name: 'invoice.field.currency',
       type: 'text',
+      printable: false,
     },
     paidAmount: {
       name: 'Paid Amount',
@@ -136,14 +144,17 @@ export default {
     invoiceMessage: {
       name: 'invoice.field.invoice_message',
       type: 'text',
+      printable: false,
     },
     termsConditions: {
       name: 'invoice.field.terms_conditions',
       type: 'text',
+      printable: false,
     },
     delivered: {
       name: 'invoice.field.delivered',
       type: 'boolean',
+      printable: false,
     },
     entries: {
       name: 'Entries',
@@ -165,6 +176,7 @@ export default {
         },
         description: {
           name: 'Item Description',
+          printable: false,
         },
         amount: {
           name: 'Item Amount',
@@ -202,18 +214,22 @@ export default {
     exchangeRate: {
       name: 'invoice.field.exchange_rate',
       fieldType: 'number',
+      printable: false,
     },
     currencyCode: {
       name: 'invoice.field.currency',
       fieldType: 'text',
+      printable: false,
     },
     invoiceMessage: {
       name: 'invoice.field.invoice_message',
       fieldType: 'text',
+      printable: false,
     },
     termsConditions: {
       name: 'invoice.field.terms_conditions',
       fieldType: 'text',
+      printable: false,
     },
     entries: {
       name: 'invoice.field.entries',
@@ -249,6 +265,7 @@ export default {
     delivered: {
       name: 'invoice.field.delivered',
       fieldType: 'boolean',
+      printable: false,
     },
   },
 };

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

@@ -11,6 +11,10 @@ export default {
   importAggregator: 'group',
   importAggregateOn: 'entries',
   importAggregateBy: 'receiptNumber',
+
+  print: {
+    pageTitle: 'Sale Receipts',
+  },
   fields: {
     amount: {
       name: 'receipt.field.amount',
@@ -81,11 +85,6 @@ export default {
     },
   },
   columns: {
-    amount: {
-      name: 'receipt.field.amount',
-      column: 'amount',
-      type: 'number',
-    },
     depositAccount: {
       name: 'receipt.field.deposit_account',
       type: 'text',
@@ -98,6 +97,7 @@ export default {
     },
     receiptDate: {
       name: 'receipt.field.receipt_date',
+      accessor: 'formattedReceiptDate',
       type: 'date',
     },
     receiptNumber: {
@@ -114,10 +114,17 @@ export default {
       name: 'receipt.field.receipt_message',
       column: 'receipt_message',
       type: 'text',
+      printable: false,
+    },
+    amount: {
+      name: 'receipt.field.amount',
+      accessor: 'formattedAmount',
+      type: 'number',
     },
     statement: {
       name: 'receipt.field.statement',
       type: 'text',
+      printable: false,
     },
     status: {
       name: 'receipt.field.status',
@@ -127,6 +134,7 @@ export default {
         { key: 'closed', label: 'receipt.field.status.closed' },
       ],
       exportable: true,
+      printable: false,
     },
     entries: {
       name: 'Entries',
@@ -148,6 +156,7 @@ export default {
         },
         description: {
           name: 'Item Description',
+          printable: false,
         },
         amount: {
           name: 'Item Amount',
@@ -158,6 +167,7 @@ export default {
     createdAt: {
       name: 'receipt.field.created_at',
       type: 'date',
+      printable: false,
     },
   },
   fields2: {

packages/server/src/models/UncategorizedCashflowTransaction.ts

@@ -104,10 +104,10 @@ export default class UncategorizedCashflowTransaction extends mixin(
    */
   private async updateUncategorizedTransactionCount(
     queryContext: QueryContext,
-    increment: boolean
+    increment: boolean,
+    amount: number = 1
   ) {
     const operation = increment ? 'increment' : 'decrement';
-    const amount = increment ? 1 : -1;
 
     await Account.query(queryContext.transaction)
       .findById(this.accountId)

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

@@ -131,21 +131,26 @@ export default {
     openingBalance: {
       name: 'vendor.field.opening_balance',
       type: 'number',
+      printable: false
     },
     openingBalanceAt: {
       name: 'vendor.field.opening_balance_at',
       type: 'date',
+      printable: false
     },
     currencyCode: {
       name: 'vendor.field.currency',
       type: 'text',
+      printable: false
     },
     status: {
       name: 'vendor.field.status',
+      printable: false
     },
     note: {
       name: 'vendor.field.note',
       type: 'text',
+      printable: false
     },
     // Billing Address
     billingAddress1: {
@@ -153,42 +158,49 @@ export default {
       column: 'billing_address1',
       type: 'text',
       exportable: true,
+      printable: false
     },
     billingAddress2: {
       name: 'Billing Address 2',
       column: 'billing_address2',
       type: 'text',
       exportable: true,
+      printable: false
     },
     billingAddressCity: {
       name: 'Billing Address City',
       column: 'billing_address_city',
       type: 'text',
       exportable: true,
+      printable: false
     },
     billingAddressCountry: {
       name: 'Billing Address Country',
       column: 'billing_address_country',
       type: 'text',
       exportable: true,
+      printable: false
     },
     billingAddressPostcode: {
       name: 'Billing Address Postcode',
       column: 'billing_address_postcode',
       type: 'text',
       exportable: true,
+      printable: false
     },
     billingAddressState: {
       name: 'Billing Address State',
       column: 'billing_address_state',
       type: 'text',
       exportable: true,
+      printable: false
     },
     billingAddressPhone: {
       name: 'Billing Address Phone',
       column: 'billing_address_phone',
       type: 'text',
       exportable: true,
+      printable: false
     },
     // Shipping Address
     shippingAddress1: {
@@ -196,47 +208,55 @@ export default {
       column: 'shipping_address1',
       type: 'text',
       exportable: true,
+      printable: false
     },
     shippingAddress2: {
       name: 'Shipping Address 2',
       column: 'shipping_address2',
       type: 'text',
       exportable: true,
+      printable: false
     },
     shippingAddressCity: {
       name: 'Shipping Address City',
       column: 'shipping_address_city',
       type: 'text',
       exportable: true,
+      printable: false
     },
     shippingAddressCountry: {
       name: 'Shipping Address Country',
       column: 'shipping_address_country',
       type: 'text',
       exportable: true,
+      printable: false
     },
     shippingAddressPostcode: {
       name: 'Shipping Address Postcode',
       column: 'shipping_address_postcode',
       type: 'text',
       exportable: true,
+      printable: false
     },
     shippingAddressState: {
       name: 'Shipping Address State',
       column: 'shipping_address_state',
       type: 'text',
       exportable: true,
+      printable: false
     },
     shippingAddressPhone: {
       name: 'Shipping Address Phone',
       column: 'shipping_address_phone',
       type: 'text',
       exportable: true,
+      printable: false
     },
     createdAt: {
       name: 'vendor.field.created_at',
       type: 'date',
       exportable: true,
+      printable: false
     },
   },
   fields2: {

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

@@ -20,6 +20,9 @@ export default {
   importAggregateOn: 'entries',
   importAggregateBy: 'vendorCreditNumber',
 
+  print: {
+    pageTitle: 'Vendor Credits',
+  },
   fields: {
     vendor: {
       name: 'vendor_credit.field.vendor',
@@ -89,6 +92,7 @@ export default {
     exchangeRate: {
       name: 'Echange Rate',
       type: 'text',
+      printable: false,
     },
     vendorCreditNumber: {
       name: 'Vendor Credit No.',
@@ -100,7 +104,7 @@ export default {
     },
     vendorCreditDate: {
       name: 'Vendor Credit Date',
-      type: 'date',
+      accessor: 'formattedVendorCreditDate',
     },
     amount: {
       name: 'Amount',
@@ -109,10 +113,12 @@ export default {
     creditRemaining: {
       name: 'Credits Remaining',
       accessor: 'formattedCreditsRemaining',
+      printable: false,
     },
     refundedAmount: {
       name: 'Refunded Amount',
       accessor: 'refundedAmount',
+      printable: false,
     },
     invoicedAmount: {
       name: 'Invoiced Amount',
@@ -121,10 +127,12 @@ export default {
     note: {
       name: 'Note',
       type: 'text',
+      printable: false,
     },
     open: {
       name: 'Open',
       type: 'boolean',
+      printable: false,
     },
     entries: {
       name: 'Entries',

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

@@ -7,6 +7,7 @@ import {
   IAccountEventCreatedPayload,
   IAccountEventCreatingPayload,
   IAccountCreateDTO,
+  CreateAccountParams,
 } from '@/interfaces';
 import events from '@/subscribers/events';
 import UnitOfWork from '@/services/UnitOfWork';
@@ -30,19 +31,22 @@ export class CreateAccount {
 
   /**
    * Authorize the account creation.
-   * @param  {number} tenantId
+   * @param {number} tenantId
-   * @param  {IAccountCreateDTO} accountDTO
+   * @param {IAccountCreateDTO} accountDTO
    */
   private authorize = async (
     tenantId: number,
     accountDTO: IAccountCreateDTO,
-    baseCurrency: string
+    baseCurrency: string,
+    params?: CreateAccountParams
   ) => {
     // Validate account name uniquiness.
-    await this.validator.validateAccountNameUniquiness(
+    if (!params.ignoreUniqueName) {
-      tenantId,
+      await this.validator.validateAccountNameUniquiness(
-      accountDTO.name
+        tenantId,
-    );
+        accountDTO.name
+      );
+    }
     // Validate the account code uniquiness.
     if (accountDTO.code) {
       await this.validator.isAccountCodeUniqueOrThrowError(
@@ -82,7 +86,7 @@ export class CreateAccount {
 
   /**
    * Transformes the create account DTO to input model.
-   * @param   {IAccountCreateDTO} createAccountDTO
+   * @param {IAccountCreateDTO} createAccountDTO
    */
   private transformDTOToModel = (
     createAccountDTO: IAccountCreateDTO,
@@ -104,7 +108,8 @@ export class CreateAccount {
   public createAccount = async (
     tenantId: number,
     accountDTO: IAccountCreateDTO,
-    trx?: Knex.Transaction
+    trx?: Knex.Transaction,
+    params: CreateAccountParams = { ignoreUniqueName: false }
   ): Promise<IAccount> => {
     const { Account } = this.tenancy.models(tenantId);
 
@@ -112,8 +117,12 @@ export class CreateAccount {
     const tenantMeta = await TenantMetadata.query().findOne({ tenantId });
 
     // Authorize the account creation.
-    await this.authorize(tenantId, accountDTO, tenantMeta.baseCurrency);
+    await this.authorize(
-
+      tenantId,
+      accountDTO,
+      tenantMeta.baseCurrency,
+      params
+    );
     // Transformes the DTO to model.
     const accountInputModel = this.transformDTOToModel(
       accountDTO,
@@ -148,3 +157,4 @@ export class CreateAccount {
     );
   };
 }
+

packages/server/src/services/Attachments/AttachmentsApplication.ts

@@ -2,11 +2,9 @@ import { Inject, Service } from 'typedi';
 import { UploadDocument } from './UploadDocument';
 import { DeleteAttachment } from './DeleteAttachment';
 import { GetAttachment } from './GetAttachment';
-import { AttachmentUploadPipeline } from './S3UploadPipeline';
 import { LinkAttachment } from './LinkAttachment';
 import { UnlinkAttachment } from './UnlinkAttachment';
 import { getAttachmentPresignedUrl } from './GetAttachmentPresignedUrl';
-import type { Multer } from 'multer';
 
 @Service()
 export class AttachmentsApplication {
@@ -19,9 +17,6 @@ export class AttachmentsApplication {
   @Inject()
   private getDocumentService: GetAttachment;
 
-  @Inject()
-  private uploadPipelineService: AttachmentUploadPipeline;
-
   @Inject()
   private linkDocumentService: LinkAttachment;
 
@@ -31,14 +26,6 @@ export class AttachmentsApplication {
   @Inject()
   private getPresignedUrlService: getAttachmentPresignedUrl;
 
-  /**
-   * Express middleware for uploading attachments to an S3 bucket.
-   * @returns {Multer}
-   */
-  get uploadPipeline(): Multer {
-    return this.uploadPipelineService.uploadPipeline();
-  }
-
   /**
    * Saves the metadata of uploaded document to S3 on database.
    * @param {number} tenantId

packages/server/src/services/Attachments/DeleteAttachment.ts

@@ -1,13 +1,19 @@
 import { DeleteObjectCommand } from '@aws-sdk/client-s3';
-import { s3 } from '@/lib/S3/S3';
 import { Inject, Service } from 'typedi';
+import { s3 } from '@/lib/S3/S3';
 import HasTenancyService from '../Tenancy/TenancyService';
+import config from '@/config';
+import UnitOfWork from '../UnitOfWork';
+import { Knex } from 'knex';
 
 @Service()
 export class DeleteAttachment {
   @Inject()
   private tenancy: HasTenancyService;
 
+  @Inject()
+  private uow: UnitOfWork;
+
   /**
    * Deletes the give file attachment file key.
    * @param {number} tenantId
@@ -17,7 +23,7 @@ export class DeleteAttachment {
     const { Document, DocumentLink } = this.tenancy.models(tenantId);
 
     const params = {
-      Bucket: process.env.AWS_BUCKET,
+      Bucket: config.s3.bucket,
       Key: filekey,
     };
     await s3.send(new DeleteObjectCommand(params));
@@ -26,10 +32,14 @@ export class DeleteAttachment {
       .findOne('key', filekey)
       .throwIfNotFound();
 
-    // Delete all document links
+    await this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
-    await DocumentLink.query().where('documentId', foundDocument.id).delete();
+      // Delete all document links
+      await DocumentLink.query(trx)
+        .where('documentId', foundDocument.id)
+        .delete();
 
-    // Delete thedocument.
+      // Delete thedocument.
-    await Document.query().findById(foundDocument.id).delete();
+      await Document.query(trx).findById(foundDocument.id).delete();
+    });
   }
 }

packages/server/src/services/Attachments/GetAttachment.ts

@@ -1,6 +1,7 @@
 import { Service } from 'typedi';
-import { s3 } from '@/lib/S3/S3';
 import { GetObjectCommand } from '@aws-sdk/client-s3';
+import { s3 } from '@/lib/S3/S3';
+import config from '@/config';
 
 @Service()
 export class GetAttachment {
@@ -11,7 +12,7 @@ export class GetAttachment {
    */
   async getAttachment(tenantId: number, filekey: string) {
     const params = {
-      Bucket: process.env.AWS_BUCKET,
+      Bucket: config.s3.bucket,
       Key: filekey,
     };
     const data = await s3.send(new GetObjectCommand(params));

packages/server/src/services/Attachments/GetAttachmentPresignedUrl.ts

@@ -1,7 +1,8 @@
+import { Service } from 'typedi';
 import { GetObjectCommand } from '@aws-sdk/client-s3';
 import { getSignedUrl } from '@aws-sdk/s3-request-presigner';
 import { s3 } from '@/lib/S3/S3';
-import { Service } from 'typedi';
+import config from '@/config';
 
 @Service()
 export class getAttachmentPresignedUrl {
@@ -11,13 +12,8 @@ export class getAttachmentPresignedUrl {
    * @returns {Promise<string?>}
    */
   async getPresignedUrl(key: string) {
-    const params = {
-      Bucket: process.env.AWS_BUCKET,
-      Key: key,
-      Expires: 60 * 5, // 5 minutes
-    };
     const command = new GetObjectCommand({
-      Bucket: process.env.AWS_BUCKET,
+      Bucket: config.s3.bucket,
       Key: key,
     });
     const signedUrl = await getSignedUrl(s3, command, { expiresIn: 300 });

packages/server/src/services/Attachments/S3UploadPipeline.ts

@@ -1,12 +1,38 @@
 import multer from 'multer';
-import type { Multer } from 'multer'
+import type { Multer } from 'multer';
 import multerS3 from 'multer-s3';
 import { s3 } from '@/lib/S3/S3';
 import { Service } from 'typedi';
 import config from '@/config';
+import { NextFunction, Request, Response } from 'express';
 
 @Service()
 export class AttachmentUploadPipeline {
+  /**
+   * Middleware to ensure that S3 configuration is properly set before proceeding.
+   * This function checks if the necessary S3 configuration keys are present and throws an error if any are missing.
+   *
+   * @param req The HTTP request object.
+   * @param res The HTTP response object.
+   * @param next The callback to pass control to the next middleware function.
+   */
+  public validateS3Configured(req: Request, res: Response, next: NextFunction) {
+    if (
+      !config.s3.region ||
+      !config.s3.accessKeyId ||
+      !config.s3.secretAccessKey
+    ) {
+      const missingKeys = [];
+      if (!config.s3.region) missingKeys.push('region');
+      if (!config.s3.accessKeyId) missingKeys.push('accessKeyId');
+      if (!config.s3.secretAccessKey) missingKeys.push('secretAccessKey');
+      const missing = missingKeys.join(', ');
+
+      throw new Error(`S3 configuration error: Missing ${missing}`);
+    }
+    next();
+  }
+
   /**
    * Express middleware for uploading attachments to an S3 bucket.
    * It utilizes the multer middleware for handling multipart/form-data, specifically for file uploads.

packages/server/src/services/Authentication/events/SendVerfiyMailOnSignUp.ts

@@ -20,6 +20,10 @@ export class SendVerfiyMailOnSignUp {
   private handleSendVerifyMailOnSignup = async ({
     user,
   }: IAuthSignedUpEventPayload) => {
+    // Can't continue if the user is verified.
+    if (user.verified) {
+      return;
+    }
     const payload = {
       email: user.email,
       token: user.verifyToken,

packages/server/src/services/Banking/Plaid/PlaidSyncDB.ts

@@ -3,7 +3,11 @@ import { Inject, Service } from 'typedi';
 import bluebird from 'bluebird';
 import { entries, groupBy } from 'lodash';
 import { CreateAccount } from '@/services/Accounts/CreateAccount';
-import { PlaidAccount, PlaidTransaction } from '@/interfaces';
+import {
+  IAccountCreateDTO,
+  PlaidAccount,
+  PlaidTransaction,
+} from '@/interfaces';
 import {
   transformPlaidAccountToCreateAccount,
   transformPlaidTrxsToCashflowCreate,
@@ -11,6 +15,7 @@ import {
 import { DeleteCashflowTransaction } from '@/services/Cashflow/DeleteCashflowTransactionService';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
+import { Knex } from 'knex';
 
 const CONCURRENCY_ASYNC = 10;
 
@@ -28,6 +33,35 @@ export class PlaidSyncDb {
   @Inject()
   private deleteCashflowTransactionService: DeleteCashflowTransaction;
 
+  /**
+   * Syncs the Plaid bank account.
+   * @param {number} tenantId
+   * @param {IAccountCreateDTO} createBankAccountDTO
+   * @param {Knex.Transaction} trx
+   * @returns {Promise<void>}
+   */
+  public async syncBankAccount(
+    tenantId: number,
+    createBankAccountDTO: IAccountCreateDTO,
+    trx?: Knex.Transaction
+  ) {
+    const { Account } = this.tenancy.models(tenantId);
+    const plaidAccount = await Account.query().findOne(
+      'plaidAccountId',
+      createBankAccountDTO.plaidAccountId
+    );
+    // Can't continue if the Plaid account is already created.
+    if (plaidAccount) {
+      return;
+    }
+    await this.createAccountService.createAccount(
+      tenantId,
+      createBankAccountDTO,
+      trx,
+      { ignoreUniqueName: true }
+    );
+  }
+
   /**
    * Syncs the plaid accounts to the system accounts.
    * @param {number} tenantId Tenant ID.
@@ -37,7 +71,8 @@ export class PlaidSyncDb {
   public async syncBankAccounts(
     tenantId: number,
     plaidAccounts: PlaidAccount[],
-    institution: any
+    institution: any,
+    trx?: Knex.Transaction
   ): Promise<void> {
     const transformToPlaidAccounts =
       transformPlaidAccountToCreateAccount(institution);
@@ -47,7 +82,7 @@ export class PlaidSyncDb {
     await bluebird.map(
       accountCreateDTOs,
       (createAccountDTO: any) =>
-        this.createAccountService.createAccount(tenantId, createAccountDTO),
+        this.syncBankAccount(tenantId, createAccountDTO, trx),
       { concurrency: CONCURRENCY_ASYNC }
     );
   }
@@ -61,15 +96,16 @@ export class PlaidSyncDb {
   public async syncAccountTranactions(
     tenantId: number,
     plaidAccountId: number,
-    plaidTranasctions: PlaidTransaction[]
+    plaidTranasctions: PlaidTransaction[],
+    trx?: Knex.Transaction
   ): Promise<void> {
     const { Account } = this.tenancy.models(tenantId);
 
-    const cashflowAccount = await Account.query()
+    const cashflowAccount = await Account.query(trx)
       .findOne({ plaidAccountId })
       .throwIfNotFound();
 
-    const openingEquityBalance = await Account.query().findOne(
+    const openingEquityBalance = await Account.query(trx).findOne(
       'slug',
       'opening-balance-equity'
     );
@@ -87,7 +123,8 @@ export class PlaidSyncDb {
       (uncategoriedDTO) =>
         this.cashflowApp.createUncategorizedTransaction(
           tenantId,
-          uncategoriedDTO
+          uncategoriedDTO,
+          trx
         ),
       { concurrency: 1 }
     );
@@ -100,7 +137,8 @@ export class PlaidSyncDb {
    */
   public async syncAccountsTransactions(
     tenantId: number,
-    plaidAccountsTransactions: PlaidTransaction[]
+    plaidAccountsTransactions: PlaidTransaction[],
+    trx?: Knex.Transaction
   ): Promise<void> {
     const groupedTrnsxByAccountId = entries(
       groupBy(plaidAccountsTransactions, 'account_id')
@@ -111,7 +149,8 @@ export class PlaidSyncDb {
         return this.syncAccountTranactions(
           tenantId,
           plaidAccountId,
-          plaidTransactions
+          plaidTransactions,
+          trx
         );
       },
       { concurrency: CONCURRENCY_ASYNC }
@@ -124,11 +163,12 @@ export class PlaidSyncDb {
    */
   public async syncRemoveTransactions(
     tenantId: number,
-    plaidTransactionsIds: string[]
+    plaidTransactionsIds: string[],
+    trx?: Knex.Transaction
   ) {
     const { CashflowTransaction } = this.tenancy.models(tenantId);
 
-    const cashflowTransactions = await CashflowTransaction.query().whereIn(
+    const cashflowTransactions = await CashflowTransaction.query(trx).whereIn(
       'plaidTransactionId',
       plaidTransactionsIds
     );
@@ -140,7 +180,8 @@ export class PlaidSyncDb {
       (transactionId: number) =>
         this.deleteCashflowTransactionService.deleteCashflowTransaction(
           tenantId,
-          transactionId
+          transactionId,
+          trx
         ),
       { concurrency: CONCURRENCY_ASYNC }
     );
@@ -155,11 +196,12 @@ export class PlaidSyncDb {
   public async syncTransactionsCursor(
     tenantId: number,
     plaidItemId: string,
-    lastCursor: string
+    lastCursor: string,
+    trx?: Knex.Transaction
   ) {
     const { PlaidItem } = this.tenancy.models(tenantId);
 
-    await PlaidItem.query().findOne({ plaidItemId }).patch({ lastCursor });
+    await PlaidItem.query(trx).findOne({ plaidItemId }).patch({ lastCursor });
   }
 
   /**
@@ -169,13 +211,16 @@ export class PlaidSyncDb {
    */
   public async updateLastFeedsUpdatedAt(
     tenantId: number,
-    plaidAccountIds: string[]
+    plaidAccountIds: string[],
+    trx?: Knex.Transaction
   ) {
     const { Account } = this.tenancy.models(tenantId);
 
-    await Account.query().whereIn('plaid_account_id', plaidAccountIds).patch({
+    await Account.query(trx)
-      lastFeedsUpdatedAt: new Date(),
+      .whereIn('plaid_account_id', plaidAccountIds)
-    });
+      .patch({
+        lastFeedsUpdatedAt: new Date(),
+      });
   }
 
   /**
@@ -187,12 +232,15 @@ export class PlaidSyncDb {
   public async updateAccountsFeedsActive(
     tenantId: number,
     plaidAccountIds: string[],
-    isFeedsActive: boolean = true
+    isFeedsActive: boolean = true,
+    trx?: Knex.Transaction
   ) {
     const { Account } = this.tenancy.models(tenantId);
 
-    await Account.query().whereIn('plaid_account_id', plaidAccountIds).patch({
+    await Account.query(trx)
-      isFeedsActive,
+      .whereIn('plaid_account_id', plaidAccountIds)
-    });
+      .patch({
+        isFeedsActive,
+      });
   }
 }

packages/server/src/services/Banking/Plaid/PlaidUpdateTransactions.ts

@@ -3,6 +3,8 @@ import { Inject, Service } from 'typedi';
 import { PlaidClientWrapper } from '@/lib/Plaid/Plaid';
 import { PlaidSyncDb } from './PlaidSyncDB';
 import { PlaidFetchedTransactionsUpdates } from '@/interfaces';
+import UnitOfWork from '@/services/UnitOfWork';
+import { Knex } from 'knex';
 
 @Service()
 export class PlaidUpdateTransactions {
@@ -12,12 +14,40 @@ export class PlaidUpdateTransactions {
   @Inject()
   private plaidSync: PlaidSyncDb;
 
+  @Inject()
+  private uow: UnitOfWork;
+
   /**
-   * Handles the fetching and storing of new, modified, or removed transactions
+   * Handles sync the Plaid item to Bigcaptial under UOW.
-   * @param {number} tenantId Tenant ID.
+   * @param {number} tenantId
-   * @param {string} plaidItemId the Plaid ID for the item.
+   * @param {number} plaidItemId
+   * @returns {Promise<{  addedCount: number; modifiedCount: number; removedCount: number; }>}
    */
   public async updateTransactions(tenantId: number, plaidItemId: string) {
+    return this.uow.withTransaction(tenantId, (trx: Knex.Transaction) => {
+      return this.updateTransactionsWork(tenantId, plaidItemId, trx);
+    });
+  }
+
+  /**
+   * Handles the fetching and storing the following:
+   *  - New, modified, or removed transactions.
+   *  - New bank accounts.
+   *  - Last accounts feeds updated at.
+   *  - Turn on the accounts feed flag.
+   * @param {number} tenantId - Tenant ID.
+   * @param {string} plaidItemId - The Plaid ID for the item.
+   * @returns {Promise<{  addedCount: number; modifiedCount: number; removedCount: number; }>}
+   */
+  public async updateTransactionsWork(
+    tenantId: number,
+    plaidItemId: string,
+    trx?: Knex.Transaction
+  ): Promise<{
+    addedCount: number;
+    modifiedCount: number;
+    removedCount: number;
+  }> {
     // Fetch new transactions from plaid api.
     const { added, modified, removed, cursor, accessToken } =
       await this.fetchTransactionUpdates(tenantId, plaidItemId);
@@ -29,28 +59,42 @@ export class PlaidUpdateTransactions {
     } = await plaidInstance.accountsGet(request);
 
     const plaidAccountsIds = accounts.map((a) => a.account_id);
-
     const {
       data: { institution },
     } = await plaidInstance.institutionsGetById({
       institution_id: item.institution_id,
       country_codes: ['US', 'UK'],
     });
-    // Update the DB.
+    // Sync bank accounts.
-    await this.plaidSync.syncBankAccounts(tenantId, accounts, institution);
+    await this.plaidSync.syncBankAccounts(tenantId, accounts, institution, trx);
+    // Sync bank account transactions.
     await this.plaidSync.syncAccountsTransactions(
       tenantId,
-      added.concat(modified)
+      added.concat(modified),
+      trx
+    );
+    // Sync removed transactions.
+    await this.plaidSync.syncRemoveTransactions(tenantId, removed, trx);
+    // Sync transactions cursor.
+    await this.plaidSync.syncTransactionsCursor(
+      tenantId,
+      plaidItemId,
+      cursor,
+      trx
     );
-    await this.plaidSync.syncRemoveTransactions(tenantId, removed);
-    await this.plaidSync.syncTransactionsCursor(tenantId, plaidItemId, cursor);
-
     // Update the last feeds updated at of the updated accounts.
-    await this.plaidSync.updateLastFeedsUpdatedAt(tenantId, plaidAccountsIds);
+    await this.plaidSync.updateLastFeedsUpdatedAt(
-
+      tenantId,
+      plaidAccountsIds,
+      trx
+    );
     // Turn on the accounts feeds flag.
-    await this.plaidSync.updateAccountsFeedsActive(tenantId, plaidAccountsIds);
+    await this.plaidSync.updateAccountsFeedsActive(
-
+      tenantId,
+      plaidAccountsIds,
+      true,
+      trx
+    );
     return {
       addedCount: added.length,
       modifiedCount: modified.length,

packages/server/src/services/Banking/Plaid/utils.ts

@@ -42,7 +42,12 @@ export const transformPlaidTrxsToCashflowCreate = R.curry(
   ): CreateUncategorizedTransactionDTO => {
     return {
       date: plaidTranasction.date,
-      amount: plaidTranasction.amount,
+
+      // Plaid: Positive values when money moves out of the account; negative values
+      // when money moves in. For example, debit card purchases are positive;
+      // credit card payments, direct deposits, and refunds are negative.
+      amount: -1 * plaidTranasction.amount,
+
       description: plaidTranasction.name,
       payee: plaidTranasction.payment_meta?.payee,
       currencyCode: plaidTranasction.iso_currency_code,

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

@@ -1,3 +1,4 @@
+import { Knex } from 'knex';
 import { Inject, Service } from 'typedi';
 import { DeleteCashflowTransaction } from './DeleteCashflowTransactionService';
 import { UncategorizeCashflowTransaction } from './UncategorizeCashflowTransaction';
@@ -119,11 +120,13 @@ export class CashflowApplication {
    */
   public createUncategorizedTransaction(
     tenantId: number,
-    createUncategorizedTransactionDTO: CreateUncategorizedTransactionDTO
+    createUncategorizedTransactionDTO: CreateUncategorizedTransactionDTO,
+    trx?: Knex.Transaction
   ) {
     return this.createUncategorizedTransactionService.create(
       tenantId,
-      createUncategorizedTransactionDTO
+      createUncategorizedTransactionDTO,
+      trx
     );
   }
 

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

@@ -12,7 +12,6 @@ import { Knex } from 'knex';
 import { transformCategorizeTransToCashflow } from './utils';
 import { CommandCashflowValidator } from './CommandCasflowValidator';
 import NewCashflowTransactionService from './NewCashflowTransactionService';
-import { TransferAuthorizationGuaranteeDecision } from 'plaid';
 
 @Service()
 export class CategorizeCashflowTransaction {

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

@@ -30,7 +30,8 @@ export class DeleteCashflowTransaction {
    */
   public deleteCashflowTransaction = async (
     tenantId: number,
-    cashflowTransactionId: number
+    cashflowTransactionId: number,
+    trx?: Knex.Transaction
   ): Promise<{ oldCashflowTransaction: ICashflowTransaction }> => {
     const { CashflowTransaction, CashflowTransactionLine } =
       this.tenancy.models(tenantId);
@@ -43,34 +44,44 @@ export class DeleteCashflowTransaction {
     this.throwErrorIfTransactionNotFound(oldCashflowTransaction);
 
     // Starting database transaction.
-    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
+    return this.uow.withTransaction(
-      // Triggers `onCashflowTransactionDelete` event.
+      tenantId,
-      await this.eventPublisher.emitAsync(events.cashflow.onTransactionDeleting, {
+      async (trx: Knex.Transaction) => {
-        trx,
+        // Triggers `onCashflowTransactionDelete` event.
-        tenantId,
+        await this.eventPublisher.emitAsync(
-        oldCashflowTransaction,
+          events.cashflow.onTransactionDeleting,
-      } as ICommandCashflowDeletingPayload);
+          {
+            trx,
+            tenantId,
+            oldCashflowTransaction,
+          } as ICommandCashflowDeletingPayload
+        );
 
-      // Delete cashflow transaction associated lines first.
+        // Delete cashflow transaction associated lines first.
-      await CashflowTransactionLine.query(trx)
+        await CashflowTransactionLine.query(trx)
-        .where('cashflow_transaction_id', cashflowTransactionId)
+          .where('cashflow_transaction_id', cashflowTransactionId)
-        .delete();
+          .delete();
 
-      // Delete cashflow transaction.
+        // Delete cashflow transaction.
-      await CashflowTransaction.query(trx)
+        await CashflowTransaction.query(trx)
-        .findById(cashflowTransactionId)
+          .findById(cashflowTransactionId)
-        .delete();
+          .delete();
 
-      // Triggers `onCashflowTransactionDeleted` event.
+        // Triggers `onCashflowTransactionDeleted` event.
-      await this.eventPublisher.emitAsync(events.cashflow.onTransactionDeleted, {
+        await this.eventPublisher.emitAsync(
-        trx,
+          events.cashflow.onTransactionDeleted,
-        tenantId,
+          {
-        cashflowTransactionId,
+            trx,
-        oldCashflowTransaction,
+            tenantId,
-      } as ICommandCashflowDeletedPayload);
+            cashflowTransactionId,
+            oldCashflowTransaction,
+          } as ICommandCashflowDeletedPayload
+        );
 
-      return { oldCashflowTransaction };
+        return { oldCashflowTransaction };
-    });
+      },
+      trx
+    );
   };
 
   /**

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

@@ -68,7 +68,11 @@ export const CASHFLOW_TRANSACTION_TYPE_META = {
   [`${CASHFLOW_TRANSACTION_TYPE.OTHER_EXPENSE}`]: {
     type: 'OtherExpense',
     direction: CASHFLOW_DIRECTION.OUT,
-    creditType: [ACCOUNT_TYPE.EXPENSE, ACCOUNT_TYPE.OTHER_EXPENSE],
+    creditType: [
+      ACCOUNT_TYPE.EXPENSE,
+      ACCOUNT_TYPE.OTHER_EXPENSE,
+      ACCOUNT_TYPE.COST_OF_GOODS_SOLD,
+    ],
   },
 };
 

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

@@ -1,4 +1,4 @@
-import { upperFirst, camelCase, omit } from 'lodash';
+import { upperFirst, camelCase } from 'lodash';
 import {
   CASHFLOW_TRANSACTION_TYPE,
   CASHFLOW_TRANSACTION_TYPE_META,
@@ -6,7 +6,6 @@ import {
 } from './constants';
 import {
   ICashflowNewCommandDTO,
-  ICashflowTransaction,
   ICategorizeCashflowTransactioDTO,
   IUncategorizedCashflowTransaction,
 } from '@/interfaces';
@@ -62,6 +61,7 @@ export const transformCategorizeTransToCashflow = (
     transactionNumber: categorizeDTO.transactionNumber,
     transactionType: categorizeDTO.transactionType,
     uncategorizedTransactionId: uncategorizeModel.id,
+    branchId: categorizeDTO?.branchId,
     publish: true,
   };
 };

packages/server/src/services/ChromiumlyTenancy/ChromiumlyHtmlConvert.ts

@@ -5,7 +5,11 @@ import { PageProperties, PdfFormat } from '@/lib/Chromiumly/_types';
 import { UrlConverter } from '@/lib/Chromiumly/UrlConvert';
 import HasTenancyService from '../Tenancy/TenancyService';
 import { Chromiumly } from '@/lib/Chromiumly/Chromiumly';
-import { PDF_FILE_EXPIRE_IN, getPdfFilesStorageDir } from './utils';
+import {
+  PDF_FILE_EXPIRE_IN,
+  getPdfFilePath,
+  getPdfFilesStorageDir,
+} from './utils';
 
 @Service()
 export class ChromiumlyHtmlConvert {
@@ -22,22 +26,16 @@ export class ChromiumlyHtmlConvert {
     tenantId: number,
     content: string
   ): Promise<[string, () => Promise<void>]> {
-    const { Attachment } = this.tenancy.models(tenantId);
+    const { Document } = this.tenancy.models(tenantId);
 
-    const filename = `document-${Date.now()}.html`;
+    const filename = `document-print-${Date.now()}.html`;
-    const storageDir = getPdfFilesStorageDir(filename);
+    const filePath = getPdfFilePath(filename);
-    const filePath = path.join(global.__storage_dir, storageDir);
 
     await fs.writeFile(filePath, content);
-    await Attachment.query().insert({
+    await Document.query().insert({ key: filename, mimeType: 'text/html' });
-      key: filename,
-      path: storageDir,
-      expire_in: PDF_FILE_EXPIRE_IN, // ms
-      extension: 'html',
-    });
     const cleanup = async () => {
       await fs.unlink(filePath);
-      await Attachment.query().where('key', filename).delete();
+      await Document.query().where('key', filename).delete();
     };
     return [filename, cleanup];
   }
@@ -60,6 +58,7 @@ export class ChromiumlyHtmlConvert {
       html
     );
     const fileDir = getPdfFilesStorageDir(filename);
+
     const url = path.join(Chromiumly.GOTENBERG_DOCS_ENDPOINT, fileDir);
     const urlConverter = new UrlConverter();
 

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

@@ -5,4 +5,10 @@ export const PDF_FILE_EXPIRE_IN = 40; // ms
 
 export const getPdfFilesStorageDir = (filename: string) => {
   return path.join(PDF_FILE_SUB_DIR, filename);
-}
+};
+
+export const getPdfFilePath = (filename: string) => {
+  const storageDir = getPdfFilesStorageDir(filename);
+
+  return path.join(global.__storage_dir, storageDir);
+};

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

@@ -1,5 +1,6 @@
 import { Inject, Service } from 'typedi';
 import { ExportResourceService } from './ExportService';
+import { ExportFormat } from './common';
 
 @Service()
 export class ExportApplication {
@@ -9,9 +10,9 @@ export class ExportApplication {
   /**
    * Exports the given resource to csv, xlsx or pdf format.
    * @param {string} reosurce
-   * @param {string} format
+   * @param {ExportFormat} format
    */
-  public export(tenantId: number, resource: string, format: string) {
+  public export(tenantId: number, resource: string, format: ExportFormat) {
     return this.exportResource.export(tenantId, resource, format);
   }
 }

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

@@ -0,0 +1,47 @@
+import { Inject, Service } from 'typedi';
+import { ChromiumlyTenancy } from '../ChromiumlyTenancy/ChromiumlyTenancy';
+import { TemplateInjectable } from '../TemplateInjectable/TemplateInjectable';
+import { mapPdfRows } from './utils';
+
+@Service()
+export class ExportPdf {
+  @Inject()
+  private templateInjectable: TemplateInjectable;
+
+  @Inject()
+  private chromiumlyTenancy: ChromiumlyTenancy;
+
+  /**
+   * Generates the pdf table sheet for the given data and columns.
+   * @param {number} tenantId
+   * @param {} columns
+   * @param {Record<string, string>} data
+   * @param {string} sheetTitle
+   * @param {string} sheetDescription
+   * @returns
+   */
+  public async pdf(
+    tenantId: number,
+    columns: { accessor: string },
+    data: Record<string, any>,
+    sheetTitle: string = '',
+    sheetDescription: string = ''
+  ) {
+    const rows = mapPdfRows(columns, data);
+
+    const htmlContent = await this.templateInjectable.render(
+      tenantId,
+      'modules/export-resource-table',
+      {
+        table: { rows, columns },
+        sheetTitle,
+        sheetDescription,
+      }
+    );
+    // Convert the HTML content to PDF
+    return this.chromiumlyTenancy.convertHtmlContent(tenantId, htmlContent, {
+      margins: { top: 0.2, bottom: 0.2, left: 0.2, right: 0.2 },
+      landscape: true,
+    });
+  }
+}

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

@@ -6,9 +6,10 @@ import { sanitizeResourceName } from '../Import/_utils';
 import ResourceService from '../Resource/ResourceService';
 import { ExportableResources } from './ExportResources';
 import { ServiceError } from '@/exceptions';
-import { Errors } from './common';
+import { Errors, ExportFormat } from './common';
 import { IModelMeta, IModelMetaColumn } from '@/interfaces';
 import { flatDataCollections, getDataAccessor } from './utils';
+import { ExportPdf } from './ExportPdf';
 
 @Service()
 export class ExportResourceService {
@@ -18,13 +19,20 @@ export class ExportResourceService {
   @Inject()
   private exportableResources: ExportableResources;
 
+  @Inject()
+  private exportPdf: ExportPdf;
+
   /**
    * Exports the given resource data through csv, xlsx or pdf.
    * @param {number} tenantId - Tenant id.
    * @param {string} resourceName - Resource name.
-   * @param {string} format - File format.
+   * @param {ExportFormat} format - File format.
    */
-  public async export(tenantId: number, resourceName: string, format: string = 'csv') {
+  public async export(
+    tenantId: number,
+    resourceName: string,
+    format: ExportFormat = ExportFormat.Csv
+  ) {
     const resource = sanitizeResourceName(resourceName);
     const resourceMeta = this.getResourceMeta(tenantId, resource);
 
@@ -32,10 +40,24 @@ export class ExportResourceService {
 
     const data = await this.getExportableData(tenantId, resource);
     const transformed = this.transformExportedData(tenantId, resource, data);
-    const exportableColumns = this.getExportableColumns(resourceMeta);
-    const workbook = this.createWorkbook(transformed, exportableColumns);
 
-    return this.exportWorkbook(workbook, format);
+    // Returns the csv, xlsx format.
+    if (format === ExportFormat.Csv || format === ExportFormat.Xlsx) {
+      const exportableColumns = this.getExportableColumns(resourceMeta);
+      const workbook = this.createWorkbook(transformed, exportableColumns);
+
+      return this.exportWorkbook(workbook, format);
+      // Returns the pdf format.
+    } else if (format === ExportFormat.Pdf) {
+      const printableColumns = this.getPrintableColumns(resourceMeta);
+
+      return this.exportPdf.pdf(
+        tenantId,
+        printableColumns,
+        transformed,
+        resourceMeta?.print?.pageTitle
+      );
+    }
   }
 
   /**
@@ -91,6 +113,7 @@ export class ExportResourceService {
   private async getExportableData(tenantId: number, resource: string) {
     const exportable =
       this.exportableResources.registry.getExportable(resource);
+
     return exportable.exportable(tenantId, {});
   }
 
@@ -125,6 +148,32 @@ export class ExportResourceService {
     return processColumns(resourceMeta.columns);
   }
 
+  private getPrintableColumns(resourceMeta: IModelMeta) {
+    const processColumns = (
+      columns: { [key: string]: IModelMetaColumn },
+      parent = ''
+    ) => {
+      return Object.entries(columns)
+        .filter(([_, value]) => value.printable !== false)
+        .flatMap(([key, value]) => {
+          if (value.type === 'collection' && value.collectionOf === 'object') {
+            return processColumns(value.columns, key);
+          } else {
+            const group = parent;
+            return [
+              {
+                name: value.name,
+                type: value.type || 'text',
+                accessor: value.accessor || key,
+                group,
+              },
+            ];
+          }
+        });
+    };
+    return processColumns(resourceMeta.columns);
+  }
+
   /**
    * Creates a workbook from the provided data and columns.
    * @param {any[]} data - The data to be included in the workbook.
@@ -136,7 +185,6 @@ export class ExportResourceService {
     const worksheetData = data.map((item) =>
       exportableColumns.map((col) => get(item, getDataAccessor(col)))
     );
-
     worksheetData.unshift(exportableColumns.map((col) => col.name));
 
     const worksheet = xlsx.utils.aoa_to_sheet(worksheetData);

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

@@ -1,3 +1,9 @@
 export enum Errors {
   RESOURCE_NOT_EXPORTABLE = 'RESOURCE_NOT_EXPORTABLE',
 }
+
+export enum ExportFormat {
+  Csv = 'csv',
+  Pdf = 'pdf',
+  Xlsx = 'xlsx',
+}

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

@@ -1,4 +1,4 @@
-import { flatMap } from 'lodash';
+import { flatMap, get } from 'lodash';
 /**
  * Flattens the data based on a specified attribute.
  * @param data - The data to be flattened.
@@ -25,3 +25,21 @@ export const flatDataCollections = (
 export const getDataAccessor = (col: any) => {
   return col.group ? `${col.group}.${col.accessor}` : col.accessor;
 };
+
+/**
+ * Maps the data retrieved from the service layer to the pdf document.
+ * @param {any} columns
+ * @param {Record<stringm any>} data
+ * @returns
+ */
+export const mapPdfRows = (columns: any, data: Record<string, any>) => {
+  return data.map((item) => {
+    const cells = columns.map((column) => {
+      return {
+        key: column.accessor,
+        value: get(item, getDataAccessor(column)),
+      };
+    });
+    return { cells, classNames: '' };
+  });
+};

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

@@ -108,17 +108,28 @@ export default class ResourceService {
     const $hasFields = (field) =>
       'undefined' !== typeof field.fields ? field : undefined;
 
-    const $hasColumns = (column) =>
+    const $ColumnHasColumns = (column) =>
       'undefined' !== typeof column.columns ? column : undefined;
 
+    const $hasColumns = (columns) =>
+      'undefined' !== typeof columns ? columns : undefined;
+
     const naviagations = [
       ['fields', qim.$each, 'name'],
       ['fields', qim.$each, $enumerationType, 'options', qim.$each, 'label'],
       ['fields2', qim.$each, 'name'],
       ['fields2', qim.$each, $enumerationType, 'options', qim.$each, 'label'],
       ['fields2', qim.$each, $hasFields, 'fields', qim.$each, 'name'],
-      ['columns', qim.$each, 'name'],
+      ['columns', $hasColumns, qim.$each, 'name'],
-      ['columns', qim.$each, $hasColumns, 'columns', qim.$each, 'name'],
+      [
+        'columns',
+        $hasColumns,
+        qim.$each,
+        $ColumnHasColumns,
+        'columns',
+        qim.$each,
+        'name',
+      ],
     ];
     return this.i18nService.i18nApply(naviagations, meta, tenantId);
   }

packages/server/src/services/Sales/PaymentReceives/EditPaymentReceive.ts

@@ -146,6 +146,7 @@ export class EditPaymentReceive {
         paymentReceiveId,
         paymentReceive,
         oldPaymentReceive,
+        paymentReceiveDTO,
         authorizedUser,
         trx,
       } as IPaymentReceiveEditedPayload);

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

@@ -2,6 +2,7 @@ import { Service } from 'typedi';
 import { createCheckout } from '@lemonsqueezy/lemonsqueezy.js';
 import { SystemUser } from '@/system/models';
 import { configureLemonSqueezy } from './utils';
+import config from '@/config';
 
 @Service()
 export class LemonSqueezyService {
@@ -28,7 +29,7 @@ export class LemonSqueezyService {
       },
       productOptions: {
         enabledVariants: [variantId],
-        redirectUrl: `http://localhost:4000/dashboard/billing/`,
+        redirectUrl: config.lemonSqueezy.redirectTo,
         receiptButtonText: 'Go to Dashboard',
         receiptThankYouNote: 'Thank you for signing up to Lemon Stand!',
       },

packages/webapp/src/components/Branches/BranchSuggestField_.tsx

@@ -0,0 +1,18 @@
+// @ts-nocheck
+import { FSuggest } from '../Forms';
+
+interface BranchSuggestFieldProps {
+  items: any[];
+}
+
+export function BranchSuggestField({ ...props }: BranchSuggestFieldProps) {
+  return (
+    <FSuggest
+      valueAccessor={'id'}
+      labelAccessor={'code'}
+      textAccessor={'name'}
+      inputProps={{ placeholder: 'Select a branch' }}
+      {...props}
+    />
+  );
+}

packages/webapp/src/components/DialogsContainer.tsx

@@ -50,7 +50,6 @@ import InvoiceMailDialog from '@/containers/Sales/Invoices/InvoiceMailDialog/Inv
 import EstimateMailDialog from '@/containers/Sales/Estimates/EstimateMailDialog/EstimateMailDialog';
 import ReceiptMailDialog from '@/containers/Sales/Receipts/ReceiptMailDialog/ReceiptMailDialog';
 import PaymentMailDialog from '@/containers/Sales/PaymentReceives/PaymentMailDialog/PaymentMailDialog';
-import { ConnectBankDialog } from '@/containers/CashFlow/ConnectBankDialog';
 import { ExportDialog } from '@/containers/Dialogs/ExportDialog';
 
 /**
@@ -97,7 +96,6 @@ export default function DialogsContainer() {
       <NotifyPaymentReceiveViaSMSDialog
         dialogName={DialogsName.NotifyPaymentViaForm}
       />
-
       <BadDebtDialog dialogName={DialogsName.BadDebtForm} />
       <SMSMessageDialog dialogName={DialogsName.SMSMessageForm} />
       <RefundCreditNoteDialog dialogName={DialogsName.RefundCreditNote} />
@@ -148,8 +146,6 @@ export default function DialogsContainer() {
       <EstimateMailDialog dialogName={DialogsName.EstimateMail} />
       <ReceiptMailDialog dialogName={DialogsName.ReceiptMail} />
       <PaymentMailDialog dialogName={DialogsName.PaymentMail} />
-      <ConnectBankDialog dialogName={DialogsName.ConnectBankCreditCard} />
-
       <ExportDialog dialogName={DialogsName.Export} />
     </div>
   );

packages/webapp/src/containers/Accounting/JournalsLanding/ManualJournalActionsBar.tsx

@@ -30,6 +30,7 @@ import withSettings from '@/containers/Settings/withSettings';
 import withSettingsActions from '@/containers/Settings/withSettingsActions';
 import withDialogActions from '@/containers/Dialog/withDialogActions';
 
+import { useDownloadExportPdf } from '@/hooks/query/FinancialReports/use-export-pdf';
 import { compose } from '@/utils';
 import { DialogsName } from '@/constants/dialogs';
 
@@ -50,7 +51,7 @@ function ManualJournalActionsBar({
   addSetting,
 
   // #withDialogActions
-  openDialog
+  openDialog,
 }) {
   // History context.
   const history = useHistory();
@@ -58,6 +59,9 @@ function ManualJournalActionsBar({
   // Manual journals context.
   const { journalsViews, fields } = useManualJournalsContext();
 
+  // Exports pdf document.
+  const { downloadAsync: downloadExportPdf } = useDownloadExportPdf();
+
   // Manual journals refresh action.
   const { refresh } = useRefreshJournals();
 
@@ -91,6 +95,11 @@ function ManualJournalActionsBar({
     openDialog(DialogsName.Export, { resource: 'manual_journal' });
   };
 
+  // Handle the pdf print button click.
+  const handlePdfPrintBtnSubmit = () => {
+    downloadExportPdf({ resource: 'ManualJournal' });
+  };
+
   return (
     <DashboardActionsBar>
       <NavbarGroup>
@@ -134,10 +143,12 @@ function ManualJournalActionsBar({
           />
         </If>
 
+        <NavbarDivider />
         <Button
           className={Classes.MINIMAL}
           icon={<Icon icon="print-16" iconSize={16} />}
           text={<T id={'print'} />}
+          onClick={handlePdfPrintBtnSubmit}
         />
         <Button
           className={Classes.MINIMAL}

packages/webapp/src/containers/Accounts/AccountsActionsBar.tsx

@@ -1,6 +1,6 @@
 // @ts-nocheck
 import React from 'react';
-import { isEmpty } from 'lodash';
+import { isEmpty, isUndefined } from 'lodash';
 import {
   Button,
   NavbarGroup,
@@ -9,7 +9,11 @@ import {
   Intent,
   Switch,
   Alignment,
+  ProgressBar,
+  ToastProps,
+  Text,
 } from '@blueprintjs/core';
+import clsx from 'classnames';
 
 import {
   AdvancedFilterPopover,
@@ -26,8 +30,10 @@ import {
 import { AccountAction, AbilitySubject } from '@/constants/abilityOption';
 import { DialogsName } from '@/constants/dialogs';
 
+import { useHistory } from 'react-router-dom';
 import { useRefreshAccounts } from '@/hooks/query/accounts';
 import { useAccountsChartContext } from './AccountsChartProvider';
+import { useDownloadExportPdf } from '@/hooks/query/FinancialReports/use-export-pdf';
 
 import withAccounts from './withAccounts';
 import withAccountsTableActions from './withAccountsTableActions';
@@ -37,7 +43,6 @@ import withSettings from '@/containers/Settings/withSettings';
 import withSettingsActions from '@/containers/Settings/withSettingsActions';
 
 import { compose } from '@/utils';
-import { useHistory } from 'react-router-dom';
 
 /**
  * Accounts actions bar.
@@ -57,22 +62,18 @@ function AccountsActionsBar({
   // #withAccountsTableActions
   setAccountsTableState,
 
-  // #ownProps
-  onFilterChanged,
-
   // #withSettings
   accountsTableSize,
 
   // #withSettingsActions
   addSetting,
 }) {
-  const { resourceViews, fields } = useAccountsChartContext();
-
   const history = useHistory();
 
-  const onClickNewAccount = () => {
+  const { resourceViews, fields } = useAccountsChartContext();
-    openDialog(DialogsName.AccountForm, {});
+
-  };
+  // Exports pdf document.
+  const { downloadAsync: downloadExportPdf } = useDownloadExportPdf();
 
   // Accounts refresh action.
   const { refresh } = useRefreshAccounts();
@@ -81,35 +82,29 @@ function AccountsActionsBar({
   const handleBulkDelete = () => {
     openAlert('accounts-bulk-delete', { accountsIds: accountsSelectedRows });
   };
-
   // Handle bulk accounts activate.
   const handelBulkActivate = () => {
     openAlert('accounts-bulk-activate', { accountsIds: accountsSelectedRows });
   };
-
   // Handle bulk accounts inactivate.
   const handelBulkInactive = () => {
     openAlert('accounts-bulk-inactivate', {
       accountsIds: accountsSelectedRows,
     });
   };
-
   // Handle tab changing.
   const handleTabChange = (view) => {
     setAccountsTableState({ viewSlug: view ? view.slug : null });
   };
-
   // Handle inactive switch changing.
   const handleInactiveSwitchChange = (event) => {
     const checked = event.target.checked;
     setAccountsTableState({ inactiveMode: checked });
   };
-
   // Handle click a refresh accounts
   const handleRefreshBtnClick = () => {
     refresh();
   };
-
   // Handle table row size change.
   const handleTableRowSizeChange = (size) => {
     addSetting('accounts', 'tableSize', size);
@@ -122,6 +117,14 @@ function AccountsActionsBar({
   const handleExportBtnClick = () => {
     openDialog(DialogsName.Export, { resource: 'account' });
   };
+  // Handle the print button click.
+  const handlePrintBtnClick = () => {
+    downloadExportPdf({ resource: 'Account' });
+  };
+  // Handle click new account.
+  const onClickNewAccount = () => {
+    openDialog(DialogsName.AccountForm, {});
+  };
 
   return (
     <DashboardActionsBar>
@@ -185,6 +188,7 @@ function AccountsActionsBar({
           className={Classes.MINIMAL}
           icon={<Icon icon="print-16" iconSize={16} />}
           text={<T id={'print'} />}
+          onClick={handlePrintBtnClick}
         />
         <Button
           className={Classes.MINIMAL}

packages/webapp/src/containers/CashFlow/CashFlowAccounts/CashFlowAccountsActionsBar.tsx

@@ -15,6 +15,7 @@ import {
   FeatureCan,
 } from '@/components';
 import { useRefreshCashflowAccounts } from '@/hooks/query';
+import { useOpenPlaidConnect } from '@/hooks/utils/useOpenPlaidConnect';
 import { CashflowAction, AbilitySubject } from '@/constants/abilityOption';
 
 import withDialogActions from '@/containers/Dialog/withDialogActions';
@@ -39,6 +40,9 @@ function CashFlowAccountsActionsBar({
 }) {
   const { refresh } = useRefreshCashflowAccounts();
 
+  // Opens the Plaid popup.
+  const { openPlaidAsync, isPlaidLoading } = useOpenPlaidConnect();
+
   // Handle refresh button click.
   const handleRefreshBtnClick = () => {
     refresh();
@@ -64,7 +68,7 @@ function CashFlowAccountsActionsBar({
   };
   // Handle connect button click.
   const handleConnectToBank = () => {
-    openDialog(DialogsName.ConnectBankCreditCard);
+    openPlaidAsync();
   };
 
   return (
@@ -116,6 +120,7 @@ function CashFlowAccountsActionsBar({
             className={Classes.MINIMAL}
             text={'Connect to Bank / Credit Card'}
             onClick={handleConnectToBank}
+            disabled={isPlaidLoading}
           />
           <NavbarDivider />
         </FeatureCan>

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/CategorizeTransactionBoot.tsx

@@ -1,5 +1,6 @@
 // @ts-nocheck
-import React from 'react';
+import React, { useMemo } from 'react';
+import { first } from 'lodash';
 import { DrawerHeaderContent, DrawerLoading } from '@/components';
 import { DRAWERS } from '@/constants/drawers';
 import {
@@ -34,6 +35,12 @@ function CategorizeTransactionBoot({ uncategorizedTransactionId, ...props }) {
     isLoading: isUncategorizedTransactionLoading,
   } = useUncategorizedTransaction(uncategorizedTransactionId);
 
+  // Retrieves the primary branch.
+  const primaryBranch = useMemo(
+    () => branches?.find((b) => b.primary) || first(branches),
+    [branches],
+  );
+
   const provider = {
     uncategorizedTransactionId,
     uncategorizedTransaction,
@@ -42,6 +49,7 @@ function CategorizeTransactionBoot({ uncategorizedTransactionId, ...props }) {
     accounts,
     isBranchesLoading,
     isAccountsLoading,
+    primaryBranch,
   };
   const isLoading =
     isBranchesLoading || isUncategorizedTransactionLoading || isAccountsLoading;

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/CategorizeTransactionBranchField.tsx

@@ -0,0 +1,22 @@
+// @ts-nocheck
+import { FFormGroup, FeatureCan } from '@/components';
+import { useCategorizeTransactionBoot } from './CategorizeTransactionBoot';
+import { Features } from '@/constants';
+import { BranchSuggestField } from '@/components/Branches/BranchSuggestField_';
+
+export function CategorizeTransactionBranchField() {
+  const { branches } = useCategorizeTransactionBoot();
+
+  return (
+    <FFormGroup name={'branchId'} label={'Branch'} fastField inline>
+      <FeatureCan feature={Features.Branches}>
+        <BranchSuggestField
+          name={'branchId'}
+          items={branches}
+          popoverProps={{ minimal: true }}
+          fill
+        />
+      </FeatureCan>
+    </FFormGroup>
+  );
+}

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/CategorizeTransactionForm.tsx

@@ -24,8 +24,11 @@ function CategorizeTransactionFormRoot({
   // #withDrawerActions
   closeDrawer,
 }) {
-  const { uncategorizedTransactionId, uncategorizedTransaction } =
+  const {
-    useCategorizeTransactionBoot();
+    uncategorizedTransactionId,
+    uncategorizedTransaction,
+    primaryBranch,
+  } = useCategorizeTransactionBoot();
   const { mutateAsync: categorizeTransaction } = useCategorizeTransaction();
 
   // Callbacks handles form submit.
@@ -43,12 +46,22 @@ function CategorizeTransactionFormRoot({
           intent: Intent.SUCCESS,
         });
       })
-      .catch(() => {
+      .catch((err) => {
         setSubmitting(false);
-        AppToaster.show({
+        if (
-          message: 'Something went wrong!',
+          err.response.data?.errors?.some(
-          intent: Intent.DANGER,
+            (e) => e.type === 'BRANCH_ID_REQUIRED',
-        });
+          )
+        ) {
+          setErrors({
+            branchId: 'The branch is required.',
+          });
+        } else {
+          AppToaster.show({
+            message: 'Something went wrong!',
+            intent: Intent.DANGER,
+          });
+        }
       });
   };
   // Form initial values in create and edit mode.
@@ -60,6 +73,9 @@ function CategorizeTransactionFormRoot({
      * as well.
      */
     ...transformToCategorizeForm(uncategorizedTransaction),
+
+    /** Assign the primary branch id as default value. */
+    branchId: primaryBranch?.id || null,
   };
 
   return (

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/MoneyIn/CategorizeTransactionOtherIncome.tsx

@@ -8,6 +8,7 @@ import {
   FTextArea,
 } from '@/components';
 import { useCategorizeTransactionBoot } from '../CategorizeTransactionBoot';
+import { CategorizeTransactionBranchField } from '../CategorizeTransactionBranchField';
 
 export default function CategorizeTransactionOtherIncome() {
   const { accounts } = useCategorizeTransactionBoot();
@@ -68,6 +69,8 @@ export default function CategorizeTransactionOtherIncome() {
           fill={true}
         />
       </FFormGroup>
+
+      <CategorizeTransactionBranchField />
     </>
   );
 }

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/MoneyIn/CategorizeTransactionOwnerContribution.tsx

@@ -8,6 +8,7 @@ import {
   FTextArea,
 } from '@/components';
 import { useCategorizeTransactionBoot } from '../CategorizeTransactionBoot';
+import { CategorizeTransactionBranchField } from '../CategorizeTransactionBranchField';
 
 export default function CategorizeTransactionOwnerContribution() {
   const { accounts } = useCategorizeTransactionBoot();
@@ -63,6 +64,8 @@ export default function CategorizeTransactionOwnerContribution() {
       <FFormGroup name={'description'} label={'Description'} fastField inline>
         <FTextArea name={'description'} growVertically large fill />
       </FFormGroup>
+
+      <CategorizeTransactionBranchField />
     </>
   );
 }

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/MoneyIn/CategorizeTransactionTransferFrom.tsx

@@ -8,6 +8,7 @@ import {
   FTextArea,
 } from '@/components';
 import { useCategorizeTransactionBoot } from '../CategorizeTransactionBoot';
+import { CategorizeTransactionBranchField } from '../CategorizeTransactionBranchField';
 
 export default function CategorizeTransactionTransferFrom() {
   const { accounts } = useCategorizeTransactionBoot();
@@ -47,7 +48,7 @@ export default function CategorizeTransactionTransferFrom() {
         inline
       >
         <AccountsSelect
-          name={'to_account_id'}
+          name={'creditAccountId'}
           items={accounts}
           filterByRootTypes={['asset']}
           fastField
@@ -68,6 +69,8 @@ export default function CategorizeTransactionTransferFrom() {
           fill={true}
         />
       </FFormGroup>
+
+      <CategorizeTransactionBranchField />
     </>
   );
 }

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/MoneyOut/CategorizeTransactionOtherExpense.tsx

@@ -8,6 +8,7 @@ import {
   FTextArea,
 } from '@/components';
 import { useCategorizeTransactionBoot } from '../CategorizeTransactionBoot';
+import { CategorizeTransactionBranchField } from '../CategorizeTransactionBranchField';
 
 export default function CategorizeTransactionOtherExpense() {
   const { accounts } = useCategorizeTransactionBoot();
@@ -68,6 +69,8 @@ export default function CategorizeTransactionOtherExpense() {
           fill={true}
         />
       </FFormGroup>
+
+      <CategorizeTransactionBranchField />
     </>
   );
 }

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/MoneyOut/CategorizeTransactionOwnerDrawings.tsx

@@ -8,6 +8,7 @@ import {
   FTextArea,
 } from '@/components';
 import { useCategorizeTransactionBoot } from '../CategorizeTransactionBoot';
+import { CategorizeTransactionBranchField } from '../CategorizeTransactionBranchField';
 
 export default function CategorizeTransactionOwnerDrawings() {
   const { accounts } = useCategorizeTransactionBoot();
@@ -68,6 +69,8 @@ export default function CategorizeTransactionOwnerDrawings() {
           fill={true}
         />
       </FFormGroup>
+
+      <CategorizeTransactionBranchField />
     </>
   );
 }

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/MoneyOut/CategorizeTransactionToAccount.tsx

@@ -8,6 +8,7 @@ import {
   FTextArea,
 } from '@/components';
 import { useCategorizeTransactionBoot } from '../CategorizeTransactionBoot';
+import { CategorizeTransactionBranchField } from '../CategorizeTransactionBranchField';
 
 export default function CategorizeTransactionToAccount() {
   const { accounts } = useCategorizeTransactionBoot();
@@ -49,7 +50,7 @@ export default function CategorizeTransactionToAccount() {
         <AccountsSelect
           name={'creditAccountId'}
           items={accounts}
-          filterByRootTypes={['assset']}
+          filterByRootTypes={['asset']}
           fastField
           fill
           allowCreate
@@ -68,6 +69,8 @@ export default function CategorizeTransactionToAccount() {
           fill={true}
         />
       </FFormGroup>
+
+      <CategorizeTransactionBranchField />
     </>
   );
 }

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/_utils.ts

@@ -11,6 +11,7 @@ export const defaultInitialValues = {
   transactionType: '',
   referenceNo: '',
   description: '',
+  branchId: '',
 };
 
 export const transformToCategorizeForm = (uncategorizedTransaction) => {

packages/webapp/src/containers/CashFlow/ConnectBankDialog/ConnectBankDialog.tsx

@@ -1,32 +0,0 @@
-// @ts-nocheck
-import React from 'react';
-import { Dialog, DialogSuspense } from '@/components';
-import withDialogRedux from '@/components/DialogReduxConnect';
-import { compose } from '@/utils';
-
-const ConnectBankDialogBody = React.lazy(
-  () => import('./ConnectBankDialogBody'),
-);
-
-/**
- * Connect bank dialog.
- */
-function ConnectBankDialogRoot({ dialogName, payload = {}, isOpen }) {
-  return (
-    <Dialog
-      name={dialogName}
-      title={'Securly connect your bank or credit card.'}
-      isOpen={isOpen}
-      canEscapeJeyClose={true}
-      autoFocus={true}
-    >
-      <DialogSuspense>
-        <ConnectBankDialogBody dialogName={dialogName} />
-      </DialogSuspense>
-    </Dialog>
-  );
-}
-
-export const ConnectBankDialog = compose(withDialogRedux())(
-  ConnectBankDialogRoot,
-);

packages/webapp/src/containers/CashFlow/ConnectBankDialog/ConnectBankDialogBody.tsx

@@ -1,61 +0,0 @@
-// @ts-nocheck
-import * as R from 'ramda';
-import { Form, Formik, FormikHelpers } from 'formik';
-import classNames from 'classnames';
-import { ConnectBankDialogContent } from './ConnectBankDialogContent';
-import { useGetPlaidLinkToken } from '@/hooks/query';
-import { useSetBankingPlaidToken } from '@/hooks/state/banking';
-import withDialogActions from '@/containers/Dialog/withDialogActions';
-import { CLASSES } from '@/constants';
-import { AppToaster } from '@/components';
-import { Intent } from '@blueprintjs/core';
-import { DialogsName } from '@/constants/dialogs';
-
-const initialValues: ConnectBankDialogForm = {
-  serviceProvider: 'plaid',
-};
-
-interface ConnectBankDialogForm {
-  serviceProvider: 'plaid';
-}
-
-function ConnectBankDialogBodyRoot({
-  // #withDialogActions
-  closeDialog,
-}) {
-  const { mutateAsync: getPlaidLinkToken } = useGetPlaidLinkToken();
-  const setPlaidId = useSetBankingPlaidToken();
-
-  // Handles the form submitting.
-  const handleSubmit = (
-    values: ConnectBankDialogForm,
-    { setSubmitting }: FormikHelpers<ConnectBankDialogForm>,
-  ) => {
-    setSubmitting(true);
-    getPlaidLinkToken()
-      .then((res) => {
-        setSubmitting(false);
-        closeDialog(DialogsName.ConnectBankCreditCard);
-        setPlaidId(res.data.link_token);
-      })
-      .catch(() => {
-        setSubmitting(false);
-        AppToaster.show({
-          message: 'Something went wrong.',
-          intent: Intent.DANGER,
-        });
-      });
-  };
-
-  return (
-    <div className={classNames(CLASSES.DIALOG_BODY)}>
-      <Formik initialValues={initialValues} onSubmit={handleSubmit}>
-        <Form>
-          <ConnectBankDialogContent />
-        </Form>
-      </Formik>
-    </div>
-  );
-}
-
-export default R.compose(withDialogActions)(ConnectBankDialogBodyRoot);

packages/webapp/src/containers/CashFlow/ConnectBankDialog/ConnectBankDialogContent.tsx

@@ -1,48 +0,0 @@
-// @ts-nocheck
-import styled from 'styled-components';
-import { Stack } from '@/components';
-import { TellerIcon } from '../Icons/TellerIcon';
-import { YodleeIcon } from '../Icons/YodleeIcon';
-import { PlaidIcon } from '../Icons/PlaidIcon';
-import { BankServiceCard } from './ConnectBankServiceCard';
-
-const TopDesc = styled('p')`
-  margin-bottom: 20px;
-  color: #5f6b7c;
-`;
-
-export function ConnectBankDialogContent() {
-  return (
-    <div>
-      <TopDesc>
-        Connect your bank accounts and fetch the bank transactions using
-        one of our supported third-party service providers.
-      </TopDesc>
-
-      <Stack>
-        <BankServiceCard
-          title={'Plaid (US, UK & Canada)'}
-          icon={<PlaidIcon />}
-        >
-          Plaid gives the connection to 12,000 financial institutions across US, UK and Canada.
-        </BankServiceCard>
-
-        <BankServiceCard
-          title={'Teller (US) — Soon'}
-          icon={<TellerIcon />}
-          disabled
-        >
-          Connect instantly with more than 5,000 financial institutions across US.
-        </BankServiceCard>
-
-        <BankServiceCard
-          title={'Yodlee (Global) — Soon'}
-          icon={<YodleeIcon />}
-          disabled
-        >
-          Connect instantly with a global network of financial institutions.
-        </BankServiceCard>
-      </Stack>
-    </div>
-  );
-}

packages/webapp/src/containers/CashFlow/ConnectBankDialog/ConnectBankServiceCard.tsx

@@ -1,72 +0,0 @@
-import styled from 'styled-components';
-import { Group } from '@/components';
-
-const BankServiceIcon = styled('div')`
-  height: 40px;
-  width: 40px;
-  border: 1px solid #c8cad0;
-  border-radius: 3px;
-  display: flex;
-
-  svg {
-    margin: auto;
-  }
-`;
-const BankServiceContent = styled(`div`)`
-  flex: 1 0;
-`;
-const BankServiceCardRoot = styled('button')`
-  border-radius: 3px;
-  border: 1px solid #c8cad0;
-  transition: all 0.1s ease-in-out;
-  background: transparent;
-  text-align: inherit;
-  padding: 14px;
-
-  &:not(:disabled) {
-    cursor: pointer;
-  }
-  &:hover:not(:disabled) {
-    border-color: #0153cc;
-  }
-  &:disabled {
-    background: #f9fdff;
-  }
-`;
-const BankServiceTitle = styled(`h3`)`
-  font-weight: 600;
-  font-size: 14px;
-  color: #2d333d;
-`;
-const BankServiceDesc = styled('p')`
-  margin-top: 4px;
-  margin-bottom: 6px;
-  font-size: 13px;
-  color: #738091;
-`;
-
-interface BankServiceCardProps {
-  title: string;
-  children: React.ReactNode;
-  disabled?: boolean;
-  icon: React.ReactNode;
-}
-
-export function BankServiceCard({
-  title,
-  children,
-  icon,
-  disabled,
-}: BankServiceCardProps) {
-  return (
-    <BankServiceCardRoot disabled={disabled}>
-      <Group>
-        <BankServiceIcon>{icon}</BankServiceIcon>
-        <BankServiceContent>
-          <BankServiceTitle>{title}</BankServiceTitle>
-          <BankServiceDesc>{children}</BankServiceDesc>
-        </BankServiceContent>
-      </Group>
-    </BankServiceCardRoot>
-  );
-}

packages/webapp/src/containers/CashFlow/ConnectBankDialog/index.tsx

@@ -1 +0,0 @@
-export * from './ConnectBankDialog';

packages/webapp/src/containers/Customers/CustomersLanding/CustomersActionsBar.tsx

@@ -25,6 +25,7 @@ import {
 
 import { useCustomersListContext } from './CustomersListProvider';
 import { useRefreshCustomers } from '@/hooks/query/customers';
+import { useDownloadExportPdf } from '@/hooks/query/FinancialReports/use-export-pdf';
 
 import withCustomers from './withCustomers';
 import withCustomersActions from './withCustomersActions';
@@ -70,6 +71,9 @@ function CustomerActionsBar({
   // Customers refresh action.
   const { refresh } = useRefreshCustomers();
 
+  // Exports pdf document.
+  const { downloadAsync: downloadExportPdf } = useDownloadExportPdf();
+
   const onClickNewCustomer = () => {
     history.push('/customers/new');
   };
@@ -109,6 +113,10 @@ function CustomerActionsBar({
   const handleExportBtnClick = () => {
     openDialog(DialogsName.Export, { resource: 'customer' });
   };
+  // Handle the print button click.
+  const handlePrintBtnClick = () => {
+    downloadExportPdf({ resource: 'Customer' });
+  };
 
   return (
     <DashboardActionsBar>
@@ -154,6 +162,13 @@ function CustomerActionsBar({
             onClick={handleBulkDelete}
           />
         </If>
+        <NavbarDivider />
+        <Button
+          className={Classes.MINIMAL}
+          icon={<Icon icon="print-16" iconSize={16} />}
+          text={<T id={'print'} />}
+          onClick={handlePrintBtnClick}
+        />
         <Button
           className={Classes.MINIMAL}
           icon={<Icon icon="file-import-16" iconSize={16} />}

packages/webapp/src/containers/Expenses/ExpensesLanding/ExpenseActionsBar.tsx

@@ -23,8 +23,11 @@ import {
 } from '@/components';
 
 import { ExpenseAction, AbilitySubject } from '@/constants/abilityOption';
+import { DialogsName } from '@/constants/dialogs';
+
 import { useRefreshExpenses } from '@/hooks/query/expenses';
 import { useExpensesListContext } from './ExpensesListProvider';
+import { useDownloadExportPdf } from '@/hooks/query/FinancialReports/use-export-pdf';
 
 import withExpenses from './withExpenses';
 import withExpensesActions from './withExpensesActions';
@@ -33,7 +36,6 @@ import withDialogActions from '@/containers/Dialog/withDialogActions';
 import withSettings from '@/containers/Settings/withSettings';
 
 import { compose } from '@/utils';
-import { DialogsName } from '@/constants/dialogs';
 
 /**
  * Expenses actions bar.
@@ -60,6 +62,9 @@ function ExpensesActionsBar({
   // Expenses list context.
   const { expensesViews, fields } = useExpensesListContext();
 
+  // Exports pdf document.
+  const { downloadAsync: downloadExportPdf } = useDownloadExportPdf();
+
   // Expenses refresh action.
   const { refresh } = useRefreshExpenses();
 
@@ -92,6 +97,10 @@ function ExpensesActionsBar({
   const handleExportBtnClick = () => {
     openDialog(DialogsName.Export, { resource: 'expense' });
   };
+  // Handles the print button click.
+  const handlePrintBtnClick = () => {
+    downloadExportPdf({ resource: 'Expense' });
+  };
 
   return (
     <DashboardActionsBar>
@@ -135,11 +144,12 @@ function ExpensesActionsBar({
             onClick={handleBulkDelete}
           />
         </If>
-
+        <NavbarDivider />
         <Button
           className={Classes.MINIMAL}
           icon={<Icon icon="print-16" iconSize={16} />}
           text={<T id={'print'} />}
+          onClick={handlePrintBtnClick}
         />
         <Button
           className={Classes.MINIMAL}

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

@@ -27,6 +27,7 @@ import {
 import { ItemAction, AbilitySubject } from '@/constants/abilityOption';
 import { useItemsListContext } from './ItemsListProvider';
 import { useRefreshItems } from '@/hooks/query/items';
+import { useDownloadExportPdf } from '@/hooks/query/FinancialReports/use-export-pdf';
 
 import withItems from './withItems';
 import withItemsActions from './withItemsActions';
@@ -60,11 +61,14 @@ function ItemsActionsBar({
   addSetting,
 
   // #withDialogActions
-  openDialog
+  openDialog,
 }) {
   // Items list context.
   const { itemsViews, fields } = useItemsListContext();
 
+  // Exports pdf document.
+  const { downloadAsync: downloadExportPdf } = useDownloadExportPdf();
+
   // Items refresh action.
   const { refresh } = useRefreshItems();
 
@@ -107,7 +111,12 @@ function ItemsActionsBar({
   // Handle the export button click.
   const handleExportBtnClick = () => {
     openDialog(DialogsName.Export, { resource: 'item' });
-  }
+  };
+
+  // Handle the print button click.
+  const handlePrintBtnClick = () => {
+    downloadExportPdf({ resource: 'Item' });
+  };
 
   return (
     <DashboardActionsBar>
@@ -153,7 +162,12 @@ function ItemsActionsBar({
             onClick={handleBulkDelete}
           />
         </If>
-
+        <Button
+          className={Classes.MINIMAL}
+          icon={<Icon icon={'print-16'} iconSize={'16'} />}
+          text={<T id={'print'} />}
+          onClick={handlePrintBtnClick}
+        />
         <Button
           className={Classes.MINIMAL}
           icon={<Icon icon="file-import-16" iconSize={16} />}
@@ -204,5 +218,5 @@ export default compose(
   })),
   withItemsActions,
   withAlertActions,
-  withDialogActions
+  withDialogActions,
 )(ItemsActionsBar);

packages/webapp/src/containers/Purchases/Bills/BillsLanding/BillsActionsBar.tsx

@@ -28,11 +28,13 @@ import withBills from './withBills';
 import withBillsActions from './withBillsActions';
 import withSettings from '@/containers/Settings/withSettings';
 import withSettingsActions from '@/containers/Settings/withSettingsActions';
+import withDialogActions from '@/containers/Dialog/withDialogActions';
 
 import { useBillsListContext } from './BillsListProvider';
 import { useRefreshBills } from '@/hooks/query/bills';
+import { useDownloadExportPdf } from '@/hooks/query/FinancialReports/use-export-pdf';
+
 import { compose } from '@/utils';
-import withDialogActions from '@/containers/Dialog/withDialogActions';
 import { DialogsName } from '@/constants/dialogs';
 
 /**
@@ -62,11 +64,13 @@ function BillActionsBar({
   // Bills list context.
   const { billsViews, fields } = useBillsListContext();
 
+  // Exports pdf document.
+  const { downloadAsync: downloadExportPdf } = useDownloadExportPdf();
+
   // Handle click a new bill.
   const handleClickNewBill = () => {
     history.push('/bills/new');
   };
-
   // Handle tab change.
   const handleTabChange = (view) => {
     setBillsTableState({
@@ -77,21 +81,22 @@ function BillActionsBar({
   const handleRefreshBtnClick = () => {
     refresh();
   };
-
   // Handle table row size change.
   const handleTableRowSizeChange = (size) => {
     addSetting('bills', 'tableSize', size);
   };
-
   // Handle the import button click.
   const handleImportBtnClick = () => {
     history.push('/bills/import');
   };
-
   // Handle the export button click.
   const handleExportBtnClick = () => {
     openDialog(DialogsName.Export, { resource: 'bill' });
   };
+  // Handle the print button click.
+  const handlePrintBtnClick = () => {
+    downloadExportPdf({ resource: 'Bill' });
+  };
 
   return (
     <DashboardActionsBar>
@@ -133,13 +138,14 @@ function BillActionsBar({
             icon={<Icon icon={'trash-16'} iconSize={16} />}
             text={<T id={'delete'} />}
             intent={Intent.DANGER}
-            // onClick={handleBulkDelete}
           />
         </If>
+        <NavbarDivider />
         <Button
           className={Classes.MINIMAL}
           icon={<Icon icon={'print-16'} iconSize={'16'} />}
           text={<T id={'print'} />}
+          onClick={handlePrintBtnClick}
         />
         <Button
           className={Classes.MINIMAL}
@@ -153,7 +159,6 @@ function BillActionsBar({
           text={<T id={'export'} />}
           onClick={handleExportBtnClick}
         />
-
         <NavbarDivider />
         <DashboardRowsHeightButton
           initialValue={billsTableSize}

packages/webapp/src/containers/Purchases/CreditNotes/CreditNotesLanding/VendorsCreditNoteActionsBar.tsx

@@ -21,6 +21,7 @@ import {
 } from '@/components';
 
 import { useVendorsCreditNoteListContext } from './VendorsCreditNoteListProvider';
+import { useDownloadExportPdf } from '@/hooks/query/FinancialReports/use-export-pdf';
 import { VendorCreditAction, AbilitySubject } from '@/constants/abilityOption';
 
 import withVendorsCreditNotesActions from './withVendorsCreditNotesActions';
@@ -60,35 +61,37 @@ function VendorsCreditNoteActionsBar({
   const { VendorCreditsViews, fields, refresh } =
     useVendorsCreditNoteListContext();
 
+  // Exports pdf document.
+  const { downloadAsync: downloadExportPdf } = useDownloadExportPdf();
+
   // Handle click a new Vendor.
   const handleClickNewVendorCredit = () => {
     history.push('/vendor-credits/new');
   };
-
   // Handle view tab change.
   const handleTabChange = (view) => {
     setVendorCreditsTableState({ viewSlug: view ? view.slug : null });
   };
-
   // Handle click a refresh credit note.
   const handleRefreshBtnClick = () => {
     refresh();
   };
-
   // Handle table row size change.
   const handleTableRowSizeChange = (size) => {
     addSetting('vendorCredit', 'tableSize', size);
   };
-
   // Handle import button click.
   const handleImportBtnClick = () => {
     history.push('/vendor-credits/import');
   };
-
   // Handle the export button click.
   const handleExportBtnClick = () => {
     openDialog(DialogsName.Export, { resource: 'vendor_credit' });
   };
+  // Handle the print button click.
+  const handlePrintBtnClick = () => {
+    downloadExportPdf({ resource: 'VendorCredit' });
+  };
 
   return (
     <DashboardActionsBar>
@@ -127,6 +130,7 @@ function VendorsCreditNoteActionsBar({
           className={Classes.MINIMAL}
           icon={<Icon icon={'print-16'} iconSize={'16'} />}
           text={<T id={'print'} />}
+          onClick={handlePrintBtnClick}
         />
         <Button
           className={Classes.MINIMAL}

packages/webapp/src/containers/Purchases/PaymentMades/PaymentsLanding/PaymentMadeActionsBar.tsx

@@ -1,5 +1,4 @@
 // @ts-nocheck
-import React from 'react';
 import {
   Button,
   Classes,
@@ -22,19 +21,20 @@ import {
   DashboardRowsHeightButton,
   DashboardActionsBar,
 } from '@/components';
+import { PaymentMadeAction, AbilitySubject } from '@/constants/abilityOption';
 
 import withPaymentMade from './withPaymentMade';
 import withPaymentMadeActions from './withPaymentMadeActions';
 import withSettings from '@/containers/Settings/withSettings';
 import withSettingsActions from '@/containers/Settings/withSettingsActions';
+import withDialogActions from '@/containers/Dialog/withDialogActions';
 
 import { usePaymentMadesListContext } from './PaymentMadesListProvider';
 import { useRefreshPaymentMades } from '@/hooks/query/paymentMades';
-import { PaymentMadeAction, AbilitySubject } from '@/constants/abilityOption';
+import { useDownloadExportPdf } from '@/hooks/query/FinancialReports/use-export-pdf';
 
-import { compose } from '@/utils';
-import withDialogActions from '@/containers/Dialog/withDialogActions';
 import { DialogsName } from '@/constants/dialogs';
+import { compose } from '@/utils';
 
 /**
  * Payment made actions bar.
@@ -57,6 +57,9 @@ function PaymentMadeActionsBar({
 }) {
   const history = useHistory();
 
+  // Exports pdf document.
+  const { downloadAsync: downloadExportPdf } = useDownloadExportPdf();
+
   // Payment receives list context.
   const { paymentMadesViews, fields } = usePaymentMadesListContext();
 
@@ -67,31 +70,30 @@ function PaymentMadeActionsBar({
   const handleClickNewPaymentMade = () => {
     history.push('/payment-mades/new');
   };
-
   // Handle tab changing.
   const handleTabChange = (viewSlug) => {
     setPaymentMadesTableState({ viewSlug });
   };
-
   // Handle click a refresh payment receives.
   const handleRefreshBtnClick = () => {
     refresh();
   };
-
   // Handle table row size change.
   const handleTableRowSizeChange = (size) => {
     addSetting('billPayments', 'tableSize', size);
   };
-
   // Handle the import button click.
   const handleImportBtnClick = () => {
     history.push('/payment-mades/import');
   };
-
   // Handle the export button click.
   const handleExportBtnClick = () => {
     openDialog(DialogsName.Export, { resource: 'bill_payment' });
   };
+  // Handle the print button click.
+  const handlePrintBtnClick = () => {
+    downloadExportPdf({ resource: 'BillPayment' });
+  };
 
   return (
     <DashboardActionsBar>
@@ -138,6 +140,7 @@ function PaymentMadeActionsBar({
           className={Classes.MINIMAL}
           icon={<Icon icon={'print-16'} iconSize={'16'} />}
           text={<T id={'print'} />}
+          onClick={handlePrintBtnClick}
         />
         <Button
           className={Classes.MINIMAL}

packages/webapp/src/containers/Sales/CreditNotes/CreditNotesLanding/CreditNotesActionsBar.tsx

@@ -20,6 +20,8 @@ import {
 } from '@/components';
 
 import { useCreditNoteListContext } from './CreditNotesListProvider';
+import { useDownloadExportPdf } from '@/hooks/query/FinancialReports/use-export-pdf';
+
 import { CreditNoteAction, AbilitySubject } from '@/constants/abilityOption';
 import withCreditNotes from './withCreditNotes';
 import withCreditNotesActions from './withCreditNotesActions';
@@ -27,8 +29,8 @@ import withSettings from '@/containers/Settings/withSettings';
 import withSettingsActions from '@/containers/Settings/withSettingsActions';
 import withDialogActions from '@/containers/Dialog/withDialogActions';
 
-import { compose } from '@/utils';
 import { DialogsName } from '@/constants/dialogs';
+import { compose } from '@/utils';
 
 /**
  * Credit note table actions bar.
@@ -54,6 +56,9 @@ function CreditNotesActionsBar({
   // credit note list context.
   const { CreditNotesView, fields, refresh } = useCreditNoteListContext();
 
+  // Exports pdf document.
+  const { downloadAsync: downloadExportPdf } = useDownloadExportPdf();
+
   // Handle view tab change.
   const handleTabChange = (view) => {
     setCreditNotesTableState({ viewSlug: view ? view.slug : null });
@@ -68,21 +73,22 @@ function CreditNotesActionsBar({
   const handleRefreshBtnClick = () => {
     refresh();
   };
-
   // Handle table row size change.
   const handleTableRowSizeChange = (size) => {
     addSetting('creditNote', 'tableSize', size);
   };
-
   // Handle import button click.
   const handleImportBtnClick = () => {
     history.push('/credit-notes/import');
   };
-
   // Handle the export button click.
   const handleExportBtnClick = () => {
     openDialog(DialogsName.Export, { resource: 'credit_note' });
   };
+  // Handle print button click.
+  const handlePrintBtnClick = () => {
+    downloadExportPdf({ resource: 'CreditNote' });
+  };
 
   return (
     <DashboardActionsBar>
@@ -121,6 +127,7 @@ function CreditNotesActionsBar({
           className={Classes.MINIMAL}
           icon={<Icon icon={'print-16'} iconSize={'16'} />}
           text={<T id={'print'} />}
+          onClick={handlePrintBtnClick}
         />
         <Button
           className={Classes.MINIMAL}

packages/webapp/src/containers/Sales/Estimates/EstimatesLanding/EstimatesActionsBar.tsx

@@ -26,12 +26,14 @@ import withEstimates from './withEstimates';
 import withEstimatesActions from './withEstimatesActions';
 import withSettings from '@/containers/Settings/withSettings';
 import withSettingsActions from '@/containers/Settings/withSettingsActions';
+import withDialogActions from '@/containers/Dialog/withDialogActions';
 
 import { useEstimatesListContext } from './EstimatesListProvider';
 import { useRefreshEstimates } from '@/hooks/query/estimates';
+import { useDownloadExportPdf } from '@/hooks/query/FinancialReports/use-export-pdf';
+
 import { SaleEstimateAction, AbilitySubject } from '@/constants/abilityOption';
 import { compose } from '@/utils';
-import withDialogActions from '@/containers/Dialog/withDialogActions';
 import { DialogsName } from '@/constants/dialogs';
 
 /**
@@ -58,6 +60,9 @@ function EstimateActionsBar({
   // Estimates list context.
   const { estimatesViews, fields } = useEstimatesListContext();
 
+  // Exports pdf document.
+  const { downloadAsync: downloadExportPdf } = useDownloadExportPdf();
+
   // Handle click a new sale estimate.
   const onClickNewEstimate = () => {
     history.push('/estimates/new');
@@ -71,17 +76,14 @@ function EstimateActionsBar({
       viewSlug: view ? view.slug : null,
     });
   };
-
   // Handle click a refresh sale estimates
   const handleRefreshBtnClick = () => {
     refresh();
   };
-
   // Handle table row size change.
   const handleTableRowSizeChange = (size) => {
     addSetting('salesEstimates', 'tableSize', size);
   };
-
   // Handle the import button click.
   const handleImportBtnClick = () => {
     history.push('/estimates/import');
@@ -90,6 +92,10 @@ function EstimateActionsBar({
   const handleExportBtnClick = () => {
     openDialog(DialogsName.Export, { resource: 'sale_estimate' });
   };
+  // Handles the print button click.
+  const handlePrintBtnClick = () => {
+    downloadExportPdf({ resource: 'SaleEstimate' });
+  };
 
   return (
     <DashboardActionsBar>
@@ -138,8 +144,8 @@ function EstimateActionsBar({
           className={Classes.MINIMAL}
           icon={<Icon icon={'print-16'} iconSize={'16'} />}
           text={<T id={'print'} />}
+          onClick={handlePrintBtnClick}
         />
-
         <Button
           className={Classes.MINIMAL}
           icon={<Icon icon={'file-import-16'} />}
@@ -180,5 +186,5 @@ export default compose(
   withSettings(({ estimatesSettings }) => ({
     estimatesTableSize: estimatesSettings?.tableSize,
   })),
-  withDialogActions
+  withDialogActions,
 )(EstimateActionsBar);

packages/webapp/src/containers/Sales/Invoices/InvoicesLanding/InvoicesActionsBar.tsx

@@ -23,6 +23,7 @@ import { SaleInvoiceAction, AbilitySubject } from '@/constants/abilityOption';
 
 import { useRefreshInvoices } from '@/hooks/query/invoices';
 import { useInvoicesListContext } from './InvoicesListProvider';
+import { useDownloadExportPdf } from '@/hooks/query/FinancialReports/use-export-pdf';
 
 import withInvoices from './withInvoices';
 import withInvoiceActions from './withInvoiceActions';
@@ -49,13 +50,16 @@ function InvoiceActionsBar({
   addSetting,
 
   // #withDialogsActions
-  openDialog
+  openDialog,
 }) {
   const history = useHistory();
 
   // Sale invoices list context.
   const { invoicesViews, invoicesFields } = useInvoicesListContext();
 
+  // Exports pdf document.
+  const { downloadAsync: downloadExportPdf } = useDownloadExportPdf();
+
   // Handle new invoice button click.
   const handleClickNewInvoice = () => {
     history.push('/invoices/new');
@@ -88,6 +92,10 @@ function InvoiceActionsBar({
   const handleExportBtnClick = () => {
     openDialog(DialogsName.Export, { resource: 'sale_invoice' });
   };
+  // Handles the print button click.
+  const handlePrintBtnClick = () => {
+    downloadExportPdf({ resource: 'SaleInvoice' });
+  };
 
   return (
     <DashboardActionsBar>
@@ -134,6 +142,7 @@ function InvoiceActionsBar({
           className={Classes.MINIMAL}
           icon={<Icon icon={'print-16'} iconSize={'16'} />}
           text={<T id={'print'} />}
+          onClick={handlePrintBtnClick}
         />
         <Button
           className={Classes.MINIMAL}

packages/webapp/src/containers/Sales/PaymentReceives/PaymentsLanding/PaymentReceiveActionsBar.tsx

@@ -31,8 +31,11 @@ import {
   PaymentReceiveAction,
   AbilitySubject,
 } from '@/constants/abilityOption';
+
 import { usePaymentReceivesListContext } from './PaymentReceiptsListProvider';
 import { useRefreshPaymentReceive } from '@/hooks/query/paymentReceives';
+import { useDownloadExportPdf } from '@/hooks/query/FinancialReports/use-export-pdf';
+
 import { compose } from '@/utils';
 import { DialogsName } from '@/constants/dialogs';
 
@@ -61,6 +64,9 @@ function PaymentReceiveActionsBar({
   // Payment receives list context.
   const { paymentReceivesViews, fields } = usePaymentReceivesListContext();
 
+  // Exports pdf document.
+  const { downloadAsync: downloadExportPdf } = useDownloadExportPdf();
+
   // Handle new payment button click.
   const handleClickNewPaymentReceive = () => {
     history.push('/payment-receives/new');
@@ -91,6 +97,10 @@ function PaymentReceiveActionsBar({
   const handleExportBtnClick = () => {
     openDialog(DialogsName.Export, { resource: 'payment_receive' });
   };
+  // Handles the print button click.
+  const handlePrintBtnClick = () => {
+    downloadExportPdf({ resource: 'PaymentReceive' });
+  };
 
   return (
     <DashboardActionsBar>
@@ -137,6 +147,7 @@ function PaymentReceiveActionsBar({
           className={Classes.MINIMAL}
           icon={<Icon icon={'print-16'} iconSize={'16'} />}
           text={<T id={'print'} />}
+          onClick={handlePrintBtnClick}
         />
         <Button
           className={Classes.MINIMAL}

packages/webapp/src/containers/Sales/Receipts/ReceiptsLanding/ReceiptActionsBar.tsx

@@ -29,14 +29,15 @@ import withReceipts from './withReceipts';
 import withReceiptsActions from './withReceiptsActions';
 import withSettings from '@/containers/Settings/withSettings';
 import withSettingsActions from '@/containers/Settings/withSettingsActions';
+import withDialogActions from '@/containers/Dialog/withDialogActions';
 
 import { useReceiptsListContext } from './ReceiptsListProvider';
 import { useRefreshReceipts } from '@/hooks/query/receipts';
+import { useDownloadExportPdf } from '@/hooks/query/FinancialReports/use-export-pdf';
 import { SaleReceiptAction, AbilitySubject } from '@/constants/abilityOption';
 
-import { compose } from '@/utils';
-import withDialogActions from '@/containers/Dialog/withDialogActions';
 import { DialogsName } from '@/constants/dialogs';
+import { compose } from '@/utils';
 
 /**
  * Receipts actions bar.
@@ -62,6 +63,9 @@ function ReceiptActionsBar({
   // Sale receipts list context.
   const { receiptsViews, fields } = useReceiptsListContext();
 
+  // Exports pdf document.
+  const { downloadAsync: downloadExportPdf } = useDownloadExportPdf();
+
   // Handle new receipt button click.
   const onClickNewReceipt = () => {
     history.push('/receipts/new');
@@ -95,6 +99,10 @@ function ReceiptActionsBar({
   const handleExportBtnClick = () => {
     openDialog(DialogsName.Export, { resource: 'sale_receipt' });
   };
+  // Handle print button click.
+  const handlePrintButtonClick = () => {
+    downloadExportPdf({ resource: 'SaleReceipt' });
+  };
 
   return (
     <DashboardActionsBar>
@@ -143,8 +151,8 @@ function ReceiptActionsBar({
           className={Classes.MINIMAL}
           icon={<Icon icon={'print-16'} iconSize={'16'} />}
           text={<T id={'print'} />}
+          onClick={handlePrintButtonClick}
         />
-
         <Button
           className={Classes.MINIMAL}
           icon={<Icon icon={'file-import-16'} />}

packages/webapp/src/containers/Vendors/VendorsLanding/VendorActionsBar.tsx

@@ -22,10 +22,12 @@ import {
   AdvancedFilterPopover,
 } from '@/components';
 
-import { useRefreshVendors } from '@/hooks/query/vendors';
 import { VendorAction, AbilitySubject } from '@/constants/abilityOption';
+
+import { useRefreshVendors } from '@/hooks/query/vendors';
 import { useVendorsListContext } from './VendorsListProvider';
 import { useHistory } from 'react-router-dom';
+import { useDownloadExportPdf } from '@/hooks/query/FinancialReports/use-export-pdf';
 
 import withVendors from './withVendors';
 import withVendorsActions from './withVendorsActions';
@@ -61,11 +63,13 @@ function VendorActionsBar({
   // Vendors list context.
   const { vendorsViews, fields } = useVendorsListContext();
 
+  // Exports pdf document.
+  const { downloadAsync: downloadExportPdf } = useDownloadExportPdf();
+
   // Handles new vendor button click.
   const onClickNewVendor = () => {
     history.push('/vendors/new');
   };
-
   // Vendors refresh action.
   const { refresh } = useRefreshVendors();
 
@@ -73,31 +77,30 @@ function VendorActionsBar({
   const handleTabChange = (viewSlug) => {
     setVendorsTableState({ viewSlug });
   };
-
   // Handle inactive switch changing.
   const handleInactiveSwitchChange = (event) => {
     const checked = event.target.checked;
     setVendorsTableState({ inactiveMode: checked });
   };
-
   // Handle click a refresh sale estimates
   const handleRefreshBtnClick = () => {
     refresh();
   };
-
   const handleTableRowSizeChange = (size) => {
     addSetting('vendors', 'tableSize', size);
   };
-
   // Handle import button success.
   const handleImportBtnSuccess = () => {
     history.push('/vendors/import');
   };
-
   // Handle the export button click.
   const handleExportBtnClick = () => {
     openDialog(DialogsName.Export, { resource: 'vendor' });
   };
+  // Handle the print button click.
+  const handlePrintBtnClick = () => {
+    downloadExportPdf({ resource: 'Vendor' });
+  };
 
   return (
     <DashboardActionsBar>
@@ -140,6 +143,13 @@ function VendorActionsBar({
             intent={Intent.DANGER}
           />
         </If>
+        <NavbarDivider />
+        <Button
+          className={Classes.MINIMAL}
+          icon={<Icon icon="print-16" iconSize={16} />}
+          text={<T id={'print'} />}
+          onClick={handlePrintBtnClick}
+        />
         <Button
           className={Classes.MINIMAL}
           icon={<Icon icon="file-import-16" iconSize={16} />}

packages/webapp/src/hooks/query/FinancialReports/use-export-pdf.ts

@@ -0,0 +1,62 @@
+// @ts-nocheck
+import { downloadFile } from '@/hooks/useDownloadFile';
+import useApiRequest from '@/hooks/useRequest';
+import { AxiosError } from 'axios';
+import { useMutation } from 'react-query';
+import { asyncToastProgress } from '@/utils/async-toast-progress';
+
+interface ResourceExportValues {
+  resource: string;
+}
+/**
+ * Initiates a download of the balance sheet in XLSX format.
+ * @param {Object} query - The query parameters for the request.
+ * @param {Object} args - Additional configurations for the download.
+ * @returns {Function} A function to trigger the file download.
+ */
+export const useResourceExportPdf = (props) => {
+  const apiRequest = useApiRequest();
+
+  return useMutation<void, AxiosError, any>((data: ResourceExportValues) => {
+    return apiRequest.get(
+      '/export',
+      {
+        responseType: 'blob',
+        headers: {
+          accept: 'application/pdf',
+        },
+        params: {
+          resource: data.resource,
+          format: data.format,
+        },
+      },
+      props,
+    );
+  });
+};
+
+export const useDownloadExportPdf = () => {
+  const { startProgress, stopProgress } = asyncToastProgress();
+
+  const resourceExportPdfMutation = useResourceExportPdf({
+    onMutate: () => {},
+  });
+  const { mutateAsync, isLoading: isExportPdfLoading } =
+    resourceExportPdfMutation;
+
+  const downloadAsync = (values) => {
+    if (!isExportPdfLoading) {
+      startProgress();
+      return mutateAsync(values).then((res) => {
+        downloadFile(res.data, `${values.resource}.pdf`);
+        stopProgress();
+
+        return res;
+      });
+    }
+  };
+  return {
+    ...resourceExportPdfMutation,
+    downloadAsync,
+  };
+};

packages/webapp/src/hooks/query/import.ts

@@ -134,7 +134,6 @@ const invalidateResourcesOnImport = (
   queryClient: QueryClient,
   resource: string,
 ) => {
-  debugger;
   switch (resource) {
     case 'Item':
       queryClient.invalidateQueries(T.ITEMS);

packages/webapp/src/hooks/utils/useOpenPlaidConnect.ts

@@ -0,0 +1,25 @@
+import { useCallback } from 'react';
+import { useSetBankingPlaidToken } from '../state/banking';
+import { AppToaster } from '@/components';
+import { useGetPlaidLinkToken } from '../query';
+import { Intent } from '@blueprintjs/core';
+
+export const useOpenPlaidConnect = () => {
+  const { mutateAsync: getPlaidLinkToken, isLoading } = useGetPlaidLinkToken();
+  const setPlaidId = useSetBankingPlaidToken();
+
+  const openPlaidAsync = useCallback(() => {
+    return getPlaidLinkToken()
+      .then((res) => {
+        setPlaidId(res.data.link_token);
+      })
+      .catch(() => {
+        AppToaster.show({
+          message: 'Something went wrong.',
+          intent: Intent.DANGER,
+        });
+      });
+  }, [getPlaidLinkToken, setPlaidId]);
+
+  return { openPlaidAsync, isPlaidLoading: isLoading };
+};

packages/webapp/src/style/pages/Dashboard/Dashboard.scss

@@ -190,7 +190,10 @@ $dashboard-views-bar-height: 44px;
           background: #a7b6c21f;
           color: #32304a;
         }
-
+        &.bp4-disabled{
+          background: transparent;
+          color: rgba(50, 48, 74, 0.4);
+        }
         &.has-active-filters {
 
           &,

packages/webapp/src/utils/async-toast-progress.tsx

@@ -0,0 +1,76 @@
+import { isUndefined } from 'lodash';
+import clsx from 'classnames';
+import {
+  Classes,
+  Intent,
+  ProgressBar,
+  Text,
+  ToastProps,
+} from '@blueprintjs/core';
+import { AppToaster } from '@/components';
+
+interface AsyncToastProgress {
+  renderProgressProps?: (amount: number) => ToastProps;
+}
+
+export function asyncToastProgress({
+  renderProgressProps,
+}: AsyncToastProgress = {}) {
+  let progressToastInterval: number;
+  let progress = 0;
+  let key: string = '';
+
+  const renderProgress = (amount: number): ToastProps => {
+    const customProgressProps = !isUndefined(renderProgressProps)
+      ? renderProgressProps(amount)
+      : {};
+
+    return {
+      icon: 'hand',
+      message: (
+        <>
+          <Text style={{ fontSize: 12, marginBottom: 6 }}>
+            Preparing the document.
+          </Text>
+          <ProgressBar
+            className={clsx({
+              [Classes.PROGRESS_NO_STRIPES]: amount >= 100,
+            })}
+            intent={amount < 100 ? Intent.PRIMARY : Intent.SUCCESS}
+            value={amount / 100}
+          />
+        </>
+      ),
+      onDismiss: (didTimeoutExpire: boolean) => {
+        if (!didTimeoutExpire) {
+          // user dismissed toast with click
+          window.clearInterval(progressToastInterval);
+        }
+      },
+      timeout: amount < 100 ? 0 : 2000,
+      ...customProgressProps,
+    };
+  };
+
+  const startProgress = () => {
+    key = AppToaster.show(renderProgress(0));
+
+    progressToastInterval = window.setInterval(() => {
+      if (progress > 100) {
+        window.clearInterval(progressToastInterval);
+      } else {
+        progress += 10 + Math.random() * 20;
+        progress = Math.min(progress, 95); // Ensure progress never reaches 100
+
+        AppToaster.show(renderProgress(progress), key);
+      }
+    }, 1000);
+  };
+
+  const stopProgress = () => {
+    progress = 100;
+    AppToaster.show(renderProgress(progress), key);
+    window.clearInterval(progressToastInterval);
+  };
+  return { startProgress, stopProgress };
+}