hotfix: creating a vendor

feat: add hints to import fields

.all-contributorsrc

@@ -60,6 +60,51 @@
       "contributions": [
         "bug"
       ]
+    },
+    {
+      "login": "kochie",
+      "name": "Robert Koch",
+      "avatar_url": "https://avatars.githubusercontent.com/u/10809884?v=4",
+      "profile": "https://me.kochie.io",
+      "contributions": [
+        "code"
+      ]
+    },
+    {
+      "login": "cschuijt",
+      "name": "Casper Schuijt",
+      "avatar_url": "https://avatars.githubusercontent.com/u/5460015?v=4",
+      "profile": "http://cschuijt.nl",
+      "contributions": [
+        "bug"
+      ]
+    },
+    {
+      "login": "ANasouf",
+      "name": "ANasouf",
+      "avatar_url": "https://avatars.githubusercontent.com/u/19536487?v=4",
+      "profile": "https://github.com/ANasouf",
+      "contributions": [
+        "code"
+      ]
+    },
+    {
+      "login": "xprnio",
+      "name": "Ragnar Laud",
+      "avatar_url": "https://avatars.githubusercontent.com/u/3042904?v=4",
+      "profile": "https://ragnarlaud.dev",
+      "contributions": [
+        "bug"
+      ]
+    },
+    {
+      "login": "asenawritescode",
+      "name": "Asena",
+      "avatar_url": "https://avatars.githubusercontent.com/u/67445192?v=4",
+      "profile": "https://github.com/asenawritescode",
+      "contributions": [
+        "bug"
+      ]
     }
   ],
   "contributorsPerLine": 7,

.env.example

@@ -8,7 +8,7 @@ MAIL_FROM_NAME=
 MAIL_FROM_ADDRESS=
 
 # Database
-DB_HOST=mysql
+DB_HOST=localhost
 DB_USER=bigcapital
 DB_PASSWORD=bigcapital
 DB_ROOT_PASSWORD=root
@@ -49,4 +49,49 @@ SIGNUP_ALLOWED_DOMAINS=
 SIGNUP_ALLOWED_EMAILS=
 
 # API rate limit (points,duration,block duration).
-API_RATE_LIMIT=120,60,600
+API_RATE_LIMIT=120,60,600
+
+# Gotenberg API for PDF printing - (production).
+GOTENBERG_URL=http://gotenberg:3000
+GOTENBERG_DOCS_URL=http://server:3000/public/
+
+# Gotenberg API - (development)
+# GOTENBERG_URL=http://localhost:9000
+# GOTENBERG_DOCS_URL=http://host.docker.internal:3000/public/
+
+# Exchange Rate Service
+EXCHANGE_RATE_SERVICE=open-exchange-rate
+
+# Open Exchange Rate
+OPEN_EXCHANGE_RATE_APP_ID=
+
+# The Plaid environment to use ('sandbox' or 'development').
+# https://plaid.com/docs/#api-host
+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_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=

.github/FUNDING.yml

@@ -0,0 +1,13 @@
+# These are supported funding model platforms
+
+github: # Replace with up to 4 GitHub Sponsors-enabled usernames e.g., [user1, user2]
+patreon: Bigcapital # Replace with a single Patreon username
+open_collective: # Replace with a single Open Collective username
+ko_fi: # Replace with a single Ko-fi username
+tidelift: # Replace with a single Tidelift platform-name/package-name e.g., npm/babel
+community_bridge: # Replace with a single Community Bridge project-name e.g., cloud-foundry
+liberapay: # Replace with a single Liberapay username
+issuehunt: # Replace with a single IssueHunt username
+otechie: # Replace with a single Otechie username
+lfx_crowdfunding: # Replace with a single LFX Crowdfunding project-name e.g., cloud-foundry
+custom: # Replace with up to 4 custom sponsorship URLs e.g., ['link1', 'link2']

.gitignore

@@ -1,4 +1,9 @@
 node_modules/
-data
+
+# Docker volumes data directory
+/data
+
+# Production env file 
 .env
+
 test-results/

.gitpod.yml

@@ -0,0 +1,22 @@
+tasks:
+  - name: Init
+    init: |
+      pnpm install &&
+      cp .env.example .env &&
+      docker-compose up -d &&
+      pnpm run build:server &&
+      node packages/server/build/commands.js system:migrate:latest
+    command: | 
+      docker-compose up -d &&
+      pnpm run dev
+
+ports:
+  - port: 4000
+    visibility: public
+    onOpen: open-preview
+  - port: 3000
+    visibility: public
+    onOpen: ignore
+  - port: 3306
+    visibility: public
+    onOpen: ignore

CHANGELOG.md

@@ -2,18 +2,112 @@
 
 All notable changes to Bigcapital server-side will be in this file.
 
-# [0.9.11] - 23-07-2023
+## [0.14.0] - 30-01-2024
+
+* feat: purchases by items exporting by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/327
+* fix: expense amounts should not be rounded by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/339
+* feat: get latest exchange rate from third party services by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/340
+* fix(webapp): inconsistency in currency of universal search items by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/335
+* hotfix: editing sales and expense transactions don't reflect GL entries by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/342
+
+## [0.13.3] - 22-01-2024
+
+* hotfix(server): Unhandled thrown errors of services by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/329
+
+## [0.13.2] - 21-01-2024
+
+* feat: show customer / vendor balance. by @asenawritescode in https://github.com/bigcapitalhq/bigcapital/pull/311
+* feat: inventory valuation csv and xlsx export by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/308
+* feat: sales by items export csv & xlsx by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/310
+* fix(server): the invoice and payment receipt printing by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/315
+* fix: get cashflow transaction broken cause transaction type by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/318
+* fix: `AccountActivateAlert` import by @xprnio in https://github.com/bigcapitalhq/bigcapital/pull/322
+
+## [0.13.1] - 15-01-2024
+
+* feat(webapp): add approve/reject to action bar of estimate details dr… by @ANasouf in https://github.com/bigcapitalhq/bigcapital/pull/304
+* docs: add ANasouf as a contributor for code by @allcontributors in https://github.com/bigcapitalhq/bigcapital/pull/305
+* feat: Export general ledger & Journal to CSV and XLSX by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/303
+* feat: Auto re-calculate the items rate once changing the invoice exchange rate. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/270
+
+## [0.13.0] - 31-12-2023
+
+* feat: Send an invoice mail the customer email by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/292
+* fix: Allow non-numeric postal codes by @cschuijt in https://github.com/bigcapitalhq/bigcapital/pull/294
+* docs: add cschuijt as a contributor for bug by @allcontributors in https://github.com/bigcapitalhq/bigcapital/pull/295
+
+## [0.12.1] - 17-11-2023
+
+* feat: Add default customer message and terms conditions to the transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/291
+* fix: The currency code of transaction tax rate entry by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/293
+
+## [0.12.0] - 04-11-2023
+
+* feat: Export reports via CSV and XLSX by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/286
+* fix: Axios upgrade by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/288
+* fix(server): Allow decimal amount in sale/purchase transactions. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/289
+* feat: Optimize invoice documents printing by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/280
+* chore(deps): bump axios from 0.20.0 to 1.6.0 in /packages/server by @dependabot in https://github.com/bigcapitalhq/bigcapital/pull/284
+* chore(deps): bump axios from 0.20.0 to 1.6.0 by @dependabot in https://github.com/bigcapitalhq/bigcapital/pull/283
+
+## [0.11.0] - 28-10-2023
+
+* feat: Migrate to pnpm by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/253
+* feat: Integrate tax rates to bills by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/260
+* feat: Assign default sell/purchase tax rates to items by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/261
+* chore(deps-dev): bump @babel/traverse from 7.23.0 to 7.23.2 in /packages/server by @dependabot in https://github.com/bigcapitalhq/bigcapital/pull/272
+* feat: Improve financial statements rows color by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/276
+* fix: Trial balance sheet adjusted balance by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/273
+* feat: Adds tax numbers to organization and customers by @kochie in https://github.com/bigcapitalhq/bigcapital/pull/269
+* docs: Add kochie as a contributor for code by @allcontributors in https://github.com/bigcapitalhq/bigcapital/pull/277
+* feat: Computed Net Income under Equity in Balance Sheet report. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/271
+* fix: Change Dockerfile files with new pnpm by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/278
+
+## [0.10.2] - 02-10-2023
+
+fix(webapp): Disable tax rates from item entries editor table services do not support tax rates (https://github.com/bigcapitalhq/bigcapital/commit/69afa07e3ba45495a4cab3490c15f2b0c40c4790) by @abouolia 
+fix(server): Add missing method in ItemEntry model (https://github.com/bigcapitalhq/bigcapital/commit/07628ddc37f46c98959ced0323f28752e0a98944) by @abouolia
+
+## [0.10.1] - 25-09-2023
+
+* Fix: Running tenants migration on Docker migration container by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/242
+
+## [0.10.0] - 24-09-2023
+
+* Added: Tax rates service by @abouolia @elforjani13  in https://github.com/bigcapitalhq/bigcapital/pull/204
+* Added: Sales Tax Liability Summary report by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/204
+* Added: Tax rates tracking with sale invoices by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/204
+* fix(webapp): Table headers sticky for all reports. by @elforjani13 in https://github.com/bigcapitalhq/bigcapital/pull/240
+* chore(deps): bump word-wrap from 1.2.3 to 1.2.4 by @dependabot in https://github.com/bigcapitalhq/bigcapital/pull/200
+* chore(deps): bump word-wrap from 1.2.3 to 1.2.4 in /packages/webapp by @dependabot in https://github.com/bigcapitalhq/bigcapital/pull/199
+* chore(deps): bump mongoose from 5.13.15 to 5.13.20 by @dependabot in https://github.com/bigcapitalhq/bigcapital/pull/197
+
+## [0.9.12] - 29-08-2023
+
+* Refactor: split the services to multiple service classes. (by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/202)
+* Fix: create quick customer/vendor by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/206
+* Fix: typo in bill success message without bill number by @KalliopiPliogka in https://github.com/bigcapitalhq/bigcapital/pull/219
+* Fix: AP/AR aging summary issue by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/229
+* Fix: shouldn't write GL entries when save transaction as draft. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/221
+* Fix: Transaction type of credit note and vendor credit are not defined on account transactions by @abouolia in 
+* Fix: date format of filtering transactions by date range by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/231
+* Fix: change the default from/date date value of reports by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/230
+* Fix: typos in words start with `A` letter by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/227
+* Fix: filter by customers, vendors and items in reports do not work by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/224
+https://github.com/bigcapitalhq/bigcapital/pull/225
+
+## [0.9.11] - 23-07-2023
 
 * added: Restart policy to docker compose files. by @suhaibaffan in https://github.com/bigcapitalhq/bigcapital/pull/198
 * fix: Expose and expand the rate limit to the env variables by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/195
 
-# [0.9.10] - 18-07-2023
+## [0.9.10] - 18-07-2023
 
 * feat(e2e): E2E onboarding process by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/176
 * fix(webapp): Show loading message of cost computing job on financial reports by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/196
 * fix(webapp): Change the currency code of sales and purchases transactions with foreign contacts. 
 
-# [0.9.9] - 28-06-2023
+## [0.9.9] - 28-06-2023
 
 * refactor: Customer and vendor select component by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/171
 * chore: Move auto-increment components in separate files by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/170
@@ -25,7 +119,7 @@ All notable changes to Bigcapital server-side will be in this file.
 * fix: No currency in amount field on money in/out dialogs by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/179
 * fix: No default branch for customer/vendor opening balance branch by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/182
 
-# [0.9.8] - 19-06-2023
+## [0.9.8] - 19-06-2023
 
 `bigcapitalhq/webapp`
 

CONTRIBUTING.md

@@ -33,7 +33,8 @@ Contributions via pull requests are much appreciated. Once the approach is agree
 ---
 
 ## Local Setup Prerequisites
- - The application currently supports **Node.js v14.x**. Please ensure that you are using this version of Node.js when developing. (use [nvm](https://github.com/nvm-sh/nvm#installing-and-updating) to switch between node versions)
+  - The application currently supports **Node.js v18.x**.
+  - `pnpm` packages manager, (from pnpm [guide](https://pnpm.io/installation) pick any installation method).
 
 ## Contribute to Backend
 
@@ -44,11 +45,10 @@ Contributions via pull requests are much appreciated. Once the approach is agree
 cp .env.example .env
 ```
 
-- Install all npm dependencies of the monorepo, you don't have to change directory to the `backend` package. just hit these command on root directory and it will install dependencies of all packages.
+- Install all npm dependencies of the monorepo, you don't have to change directory to the `backend` package. just hit the command on root directory and it will install dependencies of all packages.
 
 ```
-npm install
-npm run bootstrap
+pnpm install
 ```
 
 - Run all required docker containers in the development, we already configured all containers under `docker-compose.yml`.
@@ -69,7 +69,7 @@ cefa73fe2881   bigcapital-redis   "docker-entrypoint.s…"   7 seconds ago   Up
 - There're some CLI commands we should run before running the server like databaase migration, so we need to build the `server` app first.
 
 ```
-npm run build:server
+pnpm run build:server
 ```
 
 - Run the database migration for system database.
@@ -87,7 +87,7 @@ Batch 1 run: 6 migrations
 - Next, start the webapp application.
 
 ```
-npm run dev:server
+pnpm run dev:server
 ```
 
 **[`^top^`](#)**
@@ -105,14 +105,13 @@ git clone https://github.com/bigcapital/bigcapital.git && cd bigcaptial
 - Install all npm dependencies of the monorepo, you don't have to change directory to the `frontend` package. just hit that command and will install all packages across all application.
 
 ```
-npm install
-npm run bootstrap
+pnpm install
 ```
 
 - Next, start the webapp application.
 
 ```
-npm run dev:webapp
+pnpm run dev:webapp
 ```
 
 **[`^top^`](#)**

README.md

@@ -37,6 +37,37 @@ Bigcapital is a smart and open-source accounting and inventory software, Bigcapi
   <img src="https://raw.githubusercontent.com/abouolia/blog/main/public/screenshot-3.png" width="270">
 </p>
 
+# Getting Started
+
+We've got serveral options on dev and prod depending on your need to get started quickly with Bigcapital.
+
+## Self-hosted 
+
+Bigcapital is available open-source under AGPL license. You can host it on your own servers using Docker.
+
+### Docker
+
+To get started with self-hosted with Docker and Docker Compose, take a look at the [Docker guide](https://docs.bigcapital.ly/deployment/docker).
+
+## Development
+
+### Local Setup
+
+To get started locally, we have a [guide to help you](https://github.com/bigcapitalhq/bigcapital/blob/develop/CONTRIBUTING.md).
+
+### Gitpod
+
+- Click the Gitpod button below to open this project in development mode.
+- This will open and configure the workspace in your browser with all the necessary dependencies.
+
+[![Open in Gitpod](https://gitpod.io/button/open-in-gitpod.svg)](https://gitpod.io/new/#https://github.com/bigcapitalhq/bigcapital)
+
+## Headless Accounting
+
+You can integrate Bigcapital API with your system to organize your transactions in double-entry system to get the best financial reports.
+
+[![Run in Postman](https://run.pstmn.io/button.svg)](https://www.postman.com/bigcapital/workspace/bigcapital-api)
+
 # Resources
 
 - [Documentation](https://docs.bigcapital.ly/) - Learn how to use.
@@ -48,6 +79,12 @@ Bigcapital is a smart and open-source accounting and inventory software, Bigcapi
 
 Please see [Releases](https://github.com/bigcapitalhq/bigcapital/releases) for more information what has changed recently.
 
+# Contact us
+
+Meet our sales team for any commercial inquiries.
+
+<a target="_blank" href="https://cal.com/ahmed-bouhuolia-ekk3ph/30min"><img src="https://cal.com/book-with-cal-dark.svg" alt="Book us with Cal.com"></a>
+
 # Recognition
 
 <a href="https://news.ycombinator.com/item?id=36118990">
@@ -74,6 +111,13 @@ Thanks goes to these wonderful people ([emoji key](https://allcontributors.org/d
       <td align="center" valign="top" width="14.28%"><a href="https://scheibling.se"><img src="https://avatars.githubusercontent.com/u/24367830?v=4?s=100" width="100px;" alt="Lars Scheibling"/><br /><sub><b>Lars Scheibling</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Ascheibling" title="Bug reports">🐛</a></td>
       <td align="center" valign="top" width="14.28%"><a href="https://github.com/suhaibaffan"><img src="https://avatars.githubusercontent.com/u/18115937?v=4?s=100" width="100px;" alt="Suhaib Affan"/><br /><sub><b>Suhaib Affan</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=suhaibaffan" title="Code">💻</a></td>
       <td align="center" valign="top" width="14.28%"><a href="https://github.com/KalliopiPliogka"><img src="https://avatars.githubusercontent.com/u/81677549?v=4?s=100" width="100px;" alt="Kalliopi Pliogka"/><br /><sub><b>Kalliopi Pliogka</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3AKalliopiPliogka" title="Bug reports">🐛</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="https://me.kochie.io"><img src="https://avatars.githubusercontent.com/u/10809884?v=4?s=100" width="100px;" alt="Robert Koch"/><br /><sub><b>Robert Koch</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=kochie" title="Code">💻</a></td>
+    </tr>
+    <tr>
+      <td align="center" valign="top" width="14.28%"><a href="http://cschuijt.nl"><img src="https://avatars.githubusercontent.com/u/5460015?v=4?s=100" width="100px;" alt="Casper Schuijt"/><br /><sub><b>Casper Schuijt</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Acschuijt" title="Bug reports">🐛</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="https://github.com/ANasouf"><img src="https://avatars.githubusercontent.com/u/19536487?v=4?s=100" width="100px;" alt="ANasouf"/><br /><sub><b>ANasouf</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=ANasouf" title="Code">💻</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="https://ragnarlaud.dev"><img src="https://avatars.githubusercontent.com/u/3042904?v=4?s=100" width="100px;" alt="Ragnar Laud"/><br /><sub><b>Ragnar Laud</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Axprnio" title="Bug reports">🐛</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="https://github.com/asenawritescode"><img src="https://avatars.githubusercontent.com/u/67445192?v=4?s=100" width="100px;" alt="Asena"/><br /><sub><b>Asena</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Aasenawritescode" title="Bug reports">🐛</a></td>
     </tr>
   </tbody>
 </table>

docker-compose.prod.yml

@@ -15,8 +15,8 @@ services:
       - ./data/logs/nginx/:/var/log/nginx
       - ./docker/certbot/certs/:/var/certs
     ports:
-      - "${PUBLIC_PROXY_PORT:-80}:80"
-      - "${PUBLIC_PROXY_SSL_PORT:-443}:443"
+      - '${PUBLIC_PROXY_PORT:-80}:80'
+      - '${PUBLIC_PROXY_SSL_PORT:-443}:443'
     tty: true
     depends_on:
       - server
@@ -35,6 +35,8 @@ services:
   server:
     container_name: bigcapital-server
     image: ghcr.io/bigcapitalhq/server:latest
+    expose:
+      - '3000'
     links:
       - mysql
       - mongo
@@ -71,7 +73,7 @@ services:
       # Authentication
       - JWT_SECRET=${JWT_SECRET}
 
-      # MongoDB 
+      # MongoDB
       - MONGODB_DATABASE_URL=mongodb://mongo/bigcapital
 
       # Application
@@ -86,17 +88,24 @@ services:
       - SIGNUP_ALLOWED_DOMAINS=${SIGNUP_ALLOWED_DOMAINS}
       - SIGNUP_ALLOWED_EMAILS=${SIGNUP_ALLOWED_EMAILS}
 
+      # Gotenberg (Pdf generator)
+      - GOTENBERG_URL=${GOTENBERG_URL}
+      - GOTENBERG_DOCS_URL=${GOTENBERG_DOCS_URL}
+
   database_migration:
     container_name: bigcapital-database-migration
     build:
       context: ./
       dockerfile: docker/migration/Dockerfile
     environment:
+      # Database
       - DB_HOST=mysql
       - DB_USER=${DB_USER}
       - DB_PASSWORD=${DB_PASSWORD}
       - DB_CHARSET=${DB_CHARSET}
       - SYSTEM_DB_NAME=${SYSTEM_DB_NAME}
+      # Tenants databases
+      - TENANT_DB_NAME_PERFIX=${TENANT_DB_NAME_PERFIX}
     depends_on:
       - mysql
 
@@ -136,10 +145,15 @@ services:
     build:
       context: ./docker/redis
     expose:
-      - "6379"
+      - '6379'
     volumes:
       - redis:/data
 
+  gotenberg:
+    image: gotenberg/gotenberg:7
+    expose:
+      - '9000'
+
 # Volumes
 volumes:
   mysql:

docker-compose.yml

@@ -47,6 +47,11 @@ services:
       restart_policy:
         condition: unless-stopped
 
+  gotenberg:
+    image: gotenberg/gotenberg:7
+    ports:
+      - "9000:3000"
+
 # Volumes
 volumes:
   mysql:

docker/migration/Dockerfile

@@ -34,5 +34,7 @@ WORKDIR /app/packages/server
 
 RUN git clone https://github.com/vishnubob/wait-for-it.git
 
-# Once we listen the mysql port run the migration task.
-CMD ["./wait-for-it/wait-for-it.sh", "mysql:3306", "--", "node", "./build/commands.js", "system:migrate:latest"]
+ADD docker/migration/start.sh /
+RUN chmod +x /start.sh
+
+CMD ["/start.sh"]

docker/migration/start.sh

@@ -0,0 +1,5 @@
+# Migrate the master system database.
+./wait-for-it/wait-for-it.sh mysql:3306 -- node ./build/commands.js system:migrate:latest
+
+# Migrate all tenants.
+./wait-for-it/wait-for-it.sh mysql:3306 -- node ./build/commands.js tenants:migrate:latest

lerna.json

@@ -1,6 +1,7 @@
 {
   "$schema": "node_modules/lerna/schemas/lerna-schema.json",
+  "version": "independent",
+  "npmClient": "pnpm",
   "useWorkspaces": true,
-  "version": "0.9.6",
-  "npmClient": "npm"
-}
+  "packages": ["packages/*"]
+}

package.json

@@ -2,7 +2,6 @@
   "name": "bigcapital-monorepo",
   "private": true,
   "scripts": {
-    "bootstrap": "lerna exec npm install",
     "dev": "lerna run dev",
     "build": "lerna run build",
     "dev:webapp": "lerna run dev --scope \"@bigcapital/webapp\"",
@@ -13,10 +12,6 @@
     "test:e2e": "playwright test",
     "prepare": "husky install"
   },
-  "workspaces": [
-    "packages/*",
-    "shared/*"
-  ],
   "devDependencies": {
     "@commitlint/cli": "^17.4.2",
     "@commitlint/config-conventional": "^17.4.2",
@@ -27,7 +22,7 @@
     "lerna": "^6.4.1"
   },
   "engines": {
-    "node": "14.x"
+    "node": "16.x || 17.x || 18.x"
   },
   "husky": {
     "hooks": {

packages/server/.gitignore

@@ -1,7 +1,6 @@
 /node_modules/
 /.env
-/storage
-package-lock.json
 stdout.log
 /dist
-/build
+/build
+/public/imports

packages/server/Dockerfile

@@ -1,4 +1,4 @@
-FROM node:14.20-alpine as build
+FROM node:18.16.0-alpine as build
 
 USER root
 
@@ -83,15 +83,25 @@ WORKDIR /app
 
 RUN chown node:node /
 
+# Install pnpm 
+RUN npm install -g pnpm
+
 # Copy application dependency manifests to the container image.
 COPY ./package*.json ./
+COPY ./pnpm-lock.yaml ./pnpm-lock.yaml
+COPY ./pnpm-workspace.yaml ./pnpm-workspace.yaml
+COPY ./lerna.json ./lerna.json
 COPY ./packages/server/package*.json ./packages/server/
 
-COPY ./lerna.json ./lerna.json
+# Install application dependencies
+RUN apk update
+RUN apk add python3 build-base chromium
 
-# Install app dependencies for production.
-RUN npm install
-RUN npm run bootstrap
+# Set PYHTON env
+ENV PYTHON=/usr/bin/python3
+
+# Install packages dependencies for production.
+RUN pnpm install
 
 COPY --chown=node:node ./packages/server ./packages/server
 

packages/server/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@bigcapital/server",
-  "version": "0.9.5",
+  "version": "0.10.2",
   "description": "",
   "main": "src/server.ts",
   "scripts": {
@@ -25,16 +25,18 @@
     "@types/i18n": "^0.8.7",
     "@types/knex": "^0.16.1",
     "@types/mathjs": "^6.0.12",
+    "@types/yup": "^0.29.13",
     "accepts": "^1.3.7",
     "accounting": "^0.4.1",
     "agenda": "^4.2.1",
     "agendash": "^3.1.0",
     "app-root-path": "^3.0.0",
     "async": "^3.2.0",
-    "axios": "^0.20.0",
+    "axios": "^1.6.0",
     "babel-loader": "^9.1.2",
     "bcryptjs": "^2.4.3",
     "bluebird": "^3.7.2",
+    "body-parser": "^1.20.2",
     "compression": "^1.7.4",
     "country-codes-list": "^1.6.8",
     "cpy": "^8.1.2",
@@ -42,7 +44,7 @@
     "crypto-random-string": "^3.2.0",
     "csurf": "^1.10.0",
     "deep-map": "^2.0.0",
-    "deepdash": "^5.3.7",
+    "deepdash": "^5.3.9",
     "dotenv": "^8.1.0",
     "errorhandler": "^1.5.1",
     "es6-weak-map": "^2.0.3",
@@ -52,9 +54,9 @@
     "express": "^4.17.1",
     "express-basic-auth": "^1.2.0",
     "express-boom": "^3.0.0",
-    "express-fileupload": "^1.1.7-alpha.3",
     "express-oauth-server": "^2.0.0",
     "express-validator": "^6.12.2",
+    "form-data": "^4.0.0",
     "gulp": "^4.0.2",
     "gulp-sass": "^5.0.0",
     "helmet": "^3.21.0",
@@ -72,7 +74,10 @@
     "memory-cache": "^0.2.0",
     "moment": "^2.24.0",
     "moment-range": "^4.0.2",
+    "moment-timezone": "^0.5.43",
+    "mongodb": "^6.1.0",
     "mongoose": "^5.10.0",
+    "multer": "1.4.5-lts.1",
     "mustache": "^3.0.3",
     "mysql": "^2.17.1",
     "mysql2": "^1.6.5",
@@ -87,16 +92,22 @@
     "pluralize": "^8.0.0",
     "pug": "^3.0.2",
     "puppeteer": "^10.2.0",
+    "plaid": "^10.3.0",
     "qim": "0.0.52",
     "ramda": "^0.27.1",
     "rate-limiter-flexible": "^2.1.14",
     "reflect-metadata": "^0.1.13",
     "rtl-detect": "^1.0.4",
+    "source-map-loader": "^4.0.1",
+    "socket.io": "^4.7.4",
+    "tmp-promise": "^3.0.3",
     "ts-transformer-keys": "^0.4.2",
     "tsyringe": "^4.3.0",
     "typedi": "^0.8.0",
     "uniqid": "^5.2.0",
-    "winston": "^3.2.1"
+    "winston": "^3.2.1",
+    "xlsx": "^0.18.5",
+    "yup": "^0.28.1"
   },
   "devDependencies": {
     "@types/lodash": "^4.14.158",
@@ -131,7 +142,7 @@
     "rimraf": "^3.0.2",
     "rtlcss": "^3.3.0",
     "run-script-webpack-plugin": "^0.1.1",
-    "sass": "^1.37.5",
+    "sass": "^1.58.0",
     "sinon": "^7.4.2",
     "start-server-webpack-plugin": "^2.2.5",
     "ts-loader": "^9.4.2",

packages/server/resources/locales/ar.json

@@ -242,7 +242,7 @@
   "account.field.normal.credit": "دائن",
   "account.field.normal.debit": "مدين",
   "account.field.type": "نوع الحساب",
-  "account.field.active": "Activity",
+  "account.field.active": "Active",
   "account.field.balance": "الرصيد",
   "account.field.created_at": "أنشئت في",
   "item.field.type": "نوع الصنف",

packages/server/resources/locales/en.json

@@ -176,6 +176,7 @@
   "invoice.paper.conditions_title": "Conditions & terms",
   "invoice.paper.notes_title": "Notes",
   "invoice.paper.total": "Total",
+  "invoice.paper.subtotal": "Subtotal", 
   "invoice.paper.payment_amount": "Payment Amount",
   "invoice.paper.balance_due": "Balance Due",
 
@@ -240,28 +241,31 @@
   "account.field.normal.credit": "Credit",
   "account.field.normal.debit": "Debit",
   "account.field.type": "Type",
-  "account.field.active": "Activity",
+  "account.field.active": "Active",
+  "account.field.currency": "Currency",
   "account.field.balance": "Balance",
+  "account.field.parent_account": "Parent Account",
   "account.field.created_at": "Created at",
-  "item.field.type": "Item type",
+  "item.field.type": "Item Type",
   "item.field.type.inventory": "Inventory",
   "item.field.type.service": "Service",
-  "item.field.type.non-inventory": "Non inventory",
-  "item.field.name": "Name",
-  "item.field.code": "Code",
+  "item.field.type.non-inventory": "Non Inventory",
+  "item.field.name": "Item Name",
+  "item.field.code": "Item Code",
   "item.field.sellable": "Sellable",
   "item.field.purchasable": "Purchasable",
-  "item.field.cost_price": "Cost price",
-  "item.field.cost_account": "Cost account",
-  "item.field.sell_account": "Sell account",
-  "item.field.sell_description": "Sell description",
-  "item.field.inventory_account": "Inventory account",
-  "item.field.purchase_description": "Purchase description",
-  "item.field.quantity_on_hand": "Quantity on hand",
+  "item.field.cost_price": "Cost Price",
+  "item.field.sell_price": "Sell Price",
+  "item.field.cost_account": "Cost Account",
+  "item.field.sell_account": "Sell Account",
+  "item.field.sell_description": "Sell Description",
+  "item.field.inventory_account": "Inventory Account",
+  "item.field.purchase_description": "Purchase Description",
+  "item.field.quantity_on_hand": "Quantity on Hand",
   "item.field.note": "Note",
   "item.field.category": "Category",
   "item.field.active": "Active",
-  "item.field.created_at": "Created at",
+  "item.field.created_at": "Created At",
   "item_category.field.name": "Name",
   "item_category.field.description": "Description",
   "item_category.field.count": "Count",
@@ -274,8 +278,14 @@
   "invoice.field.invoice_message": "Invoice message",
   "invoice.field.terms_conditions": "Terms & conditions",
   "invoice.field.amount": "Amount",
+  "invoice.field.exchange_rate": "Exchange Rate",
   "invoice.field.payment_amount": "Payment amount",
   "invoice.field.due_amount": "Due amount",
+  "invoice.field.delivered": "Delivered",
+  "invoice.field.item_name": "Item Name",
+  "invoice.field.rate": "Rate",
+  "invoice.field.quantity": "Quantity",
+  "invoice.field.description": "Description",
   "invoice.field.status": "Status",
   "invoice.field.status.paid": "Paid",
   "invoice.field.status.partially-paid": "Partially paid",
@@ -284,6 +294,8 @@
   "invoice.field.status.delivered": "Delivered",
   "invoice.field.status.draft": "Draft",
   "invoice.field.created_at": "Created at",
+  "invoice.field.currency": "Currency",
+  "invoice.field.entries": "Entries",
   "estimate.field.amount": "Amount",
   "estimate.field.estimate_number": "Estimate number",
   "estimate.field.customer": "Customer",
@@ -298,22 +310,31 @@
   "estimate.field.status.approved": "Approved",
   "estimate.field.status.draft": "Draft",
   "estimate.field.created_at": "Created at",
-  "payment_receive.field.customer": "Customer",
-  "payment_receive.field.payment_date": "Payment date",
   "payment_receive.field.amount": "Amount",
-  "payment_receive.field.reference_no": "Reference No.",
-  "payment_receive.field.deposit_account": "Deposit account",
   "payment_receive.field.payment_receive_no": "Payment receive No.",
   "payment_receive.field.statement": "Statement",
   "payment_receive.field.created_at": "Created at",
+  "payment_receive.field.customer": "Customer",
+  "payment_receive.field.exchange_rate": "Exchange Rate",
+  "payment_receive.field.payment_date": "Payment Date",
+  "payment_receive.field.reference_no": "Reference No.",
+  "payment_receive.field.deposit_account": "Deposit Account",
+  "payment_receive.field.entries": "Entries",
+  "payment_receive.field.invoice": "Invoice",
+  "payment_receive.field.entries.payment_amount": "Payment Amount",
   "bill_payment.field.vendor": "Vendor",
   "bill_payment.field.amount": "Amount",
-  "bill_payment.field.due_amount": "Due amount",
-  "bill_payment.field.payment_account": "Payment account",
-  "bill_payment.field.payment_number": "Payment number",
-  "bill_payment.field.payment_date": "Payment date",
+  "bill_payment.field.due_amount": "Due Amount",
+  "bill_payment.field.payment_account": "Payment Account",
+  "bill_payment.field.payment_number": "Payment No.",
+  "bill_payment.field.payment_date": "Payment Date",
   "bill_payment.field.reference_no": "Reference No.",
   "bill_payment.field.description": "Description",
+  "bill_payment.field.exchange_rate": "Exchange Rate",
+  "bill_payment.field.statement": "Statement",
+  "bill_payment.field.entries.bill": "Bill No.",
+  "bill_payment.field.entries.payment_amount": "Payment Amount",
+  "bill_payment.field.reference": "Reference No.",
   "bill_payment.field.created_at": "Created at",
   "bill.field.vendor": "Vendor",
   "bill.field.bill_number": "Bill number",
@@ -341,22 +362,30 @@
   "inventory_adjustment.field.description": "Description",
   "inventory_adjustment.field.published_at": "Published at",
   "inventory_adjustment.field.created_at": "Created at",
-  "expense.field.payment_date": "Payment date",
-  "expense.field.payment_account": "Payment account",
+  "expense.field.payment_date": "Payment Date",
+  "expense.field.payment_account": "Payment Account",
   "expense.field.amount": "Amount",
+  "expense.field.currency_code": "Currency",
+  "expense.field.exchange_rate": "Exchange Rate", 
   "expense.field.reference_no": "Reference No.",
   "expense.field.description": "Description",
+  "expense.field.line_description": "Line Description",
   "expense.field.published": "Published",
+  "expense.field.categories": "Categories",
+  "expense.field.expense_account": "Expense Account",
+  "expense.field.publish": "Publish",
   "expense.field.status": "Status",
   "expense.field.status.draft": "Draft",
   "expense.field.status.published": "Published",
   "expense.field.created_at": "Created at",
   "manual_journal.field.date": "Date",
-  "manual_journal.field.journal_number": "Journal number",
+  "manual_journal.field.journal_number": "Journal No.",
   "manual_journal.field.reference": "Reference No.",
-  "manual_journal.field.journal_type": "Journal type",
+  "manual_journal.field.journal_type": "Journal Type",
   "manual_journal.field.amount": "Amount",
   "manual_journal.field.description": "Description",
+  "manual_journal.field.currency": "Currency",
+  "manual_journal.field.exchange_rate": "Exchange Rate",
   "manual_journal.field.status": "Status",
   "manual_journal.field.created_at": "Created at",
   "receipt.field.amount": "Amount",
@@ -375,8 +404,8 @@
   "customer.field.last_name": "Last name",
   "customer.field.display_name": "Display name",
   "customer.field.email": "Email",
-  "customer.field.work_phone": "Work phone",
-  "customer.field.personal_phone": "Personal phone",
+  "customer.field.work_phone": "Work Phone Number",
+  "customer.field.personal_phone": "Personal Phone Number",
   "customer.field.company_name": "Company name",
   "customer.field.website": "Website",
   "customer.field.opening_balance_at": "Opening balance at",
@@ -384,7 +413,7 @@
   "customer.field.created_at": "Created at",
   "customer.field.balance": "Balance",
   "customer.field.status": "Status",
-  "customer.field.currency": "Curreny",
+  "customer.field.currency": "Currency",
   "customer.field.status.active": "Active",
   "customer.field.status.inactive": "Inactive",
   "customer.field.status.overdue": "Overdue",
@@ -393,8 +422,8 @@
   "vendor.field.last_name": "Last name",
   "vendor.field.display_name": "Display name",
   "vendor.field.email": "Email",
-  "vendor.field.work_phone": "Work phone",
-  "vendor.field.personal_phone": "Personal phone",
+  "vendor.field.work_phone": "Work Phone Number",
+  "vendor.field.personal_phone": "Personal Phone Number",
   "vendor.field.company_name": "Company name",
   "vendor.field.website": "Website",
   "vendor.field.opening_balance_at": "Opening balance at",
@@ -402,13 +431,15 @@
   "vendor.field.created_at": "Created at",
   "vendor.field.balance": "Balance",
   "vendor.field.status": "Status",
-  "vendor.field.currency": "Curreny",
+  "vendor.field.currency": "Currency",
   "vendor.field.status.active": "Active",
   "vendor.field.status.inactive": "Inactive",
   "vendor.field.status.overdue": "Overdue",
   "vendor.field.status.unpaid": "Unpaid",
   "Invoice write-off": "Invoice write-off",
 
+  
+
   "transaction_type.credit_note": "Credit note",
   "transaction_type.refund_credit_note": "Refund credit note",
   "transaction_type.vendor_credit": "Vendor credit",
@@ -587,6 +618,7 @@
   "balance_sheet.long_term_liabilities": "Long-Term Liabilities",
   "balance_sheet.non_current_liabilities": "Non-Current Liabilities",
   "balance_sheet.equity": "Equity",
+  "balance_sheet.net_income": "Net Income",
 
   "balance_sheet.account_name": "Account name",
   "balance_sheet.total": "Total",

packages/server/resources/scss/modules/financial-sheet.scss

@@ -0,0 +1,57 @@
+@import "../base.scss";
+
+html,
+body {
+  font-size: 14px;
+}
+body{
+  font-weight: 400;
+  letter-spacing: 0;
+  line-height: 1.28581;
+  text-transform: none;
+  color: #000;
+  font-family: Segoe UI, Roboto, Oxygen, Ubuntu, Cantarell, Open Sans, Helvetica Neue, Icons16, sans-serif;
+}
+.sheet{
+  padding: 20px;
+}
+.sheet__company-name{
+  margin: 0;
+  font-size: 1.4rem;
+}
+.sheet__sheet-type {
+  margin: 0
+}
+.sheet__sheet-date {
+  margin-top: 0.35rem;
+}
+
+.sheet__header {
+  text-align: center;
+  margin-bottom: 1rem;
+}
+
+.sheet__table {
+  border-top: 1px solid #000;
+  table-layout: fixed;
+  border-spacing: 0;
+  text-align: left;
+  font-size: inherit;
+  width: 100%;
+}
+
+.sheet__table thead th {
+  color: #000;
+  border-bottom: 1px solid #000000;
+  padding: 0.5rem;
+}
+
+.sheet__table tbody td {
+  border-bottom: 0;
+  padding-top: 0.28rem;
+  padding-bottom: 0.28rem;
+  padding-left: 0.5rem;
+  padding-right: 0.5rem;
+  color: #252A31;
+  border-bottom: 1px solid transparent;
+}

packages/server/resources/scss/modules/invoice.scss

@@ -137,10 +137,14 @@
       tbody tr.payment-amount td:last-child {
         color: red
       }
-      tbody tr.blanace-due td {
+      tbody tr.blanace-due td{
         border-top: 3px double #666;
         font-weight: bold;
       }
+      tbody tr.total td {
+        border-top: 1px solid #666;
+        font-weight: bold;
+      }
     }
   }
 

packages/server/resources/views/modules/financial-sheet.pug

@@ -0,0 +1,25 @@
+block head
+  style 
+    include ../../css/modules/financial-sheet.css
+
+style.
+  !{customCSS}
+
+block content 
+  .sheet 
+    .sheet__header 
+      .sheet__company-name=organizationName
+      .sheet__sheet-type=sheetName
+      .sheet__sheet-date=sheetDate
+
+    table.sheet__table
+      thead
+        tr
+          each column in table.columns
+            th(style=column.style class='column--' + column.key)= column.label
+      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/resources/views/modules/invoice-regular.pug

@@ -22,12 +22,12 @@ block content
 
   div.invoice__due-amount
     div.label #{__('invoice.paper.invoice_amount')}
-    div.amount #{saleInvoice.formattedAmount}
+    div.amount #{saleInvoice.totalFormatted}
 
   div.invoice__meta
    div.invoice__meta-item.invoice__meta-item--amount
     span.label #{__('invoice.paper.due_amount')}
-    span.value #{saleInvoice.formattedDueAmount}
+    span.value #{saleInvoice.dueAmountFormatted}
 
    div.invoice__meta-item.invoice__meta-item--billed-to
     span.label #{__("invoice.paper.billed_to")}
@@ -35,11 +35,11 @@ block content
 
    div.invoice__meta-item.invoice__meta-item--invoice-date
     span.label #{__("invoice.paper.invoice_date")}
-    span.value #{saleInvoice.formattedInvoiceDate}
+    span.value #{saleInvoice.invoiceDateFormatted}
 
    div.invoice__meta-item.invoice__meta-item--due-date
     span.label #{__("invoice.paper.due_date")}
-    span.value #{saleInvoice.formattedDueDate}
+    span.value #{saleInvoice.dueDateFormatted}
 
   div.invoice__table
    table 
@@ -63,15 +63,22 @@ block content
     div.invoice__table-total
       table 
         tbody
+          tr.subtotal
+            td #{__('invoice.paper.subtotal')}
+            td #{saleInvoice.subtotalFormatted}
+          each tax in saleInvoice.taxes
+            tr.tax_line 
+              td #{tax.name} [#{tax.taxRate}%]
+              td #{tax.taxRateAmountFormatted}
           tr.total
             td #{__('invoice.paper.total')}
-            td #{saleInvoice.formattedAmount}
+            td #{saleInvoice.totalFormatted}
           tr.payment-amount
             td #{__('invoice.paper.payment_amount')}
-            td #{saleInvoice.formattedPaymentAmount}
+            td #{saleInvoice.paymentAmountFormatted}
           tr.blanace-due
             td #{__('invoice.paper.balance_due')}
-            td #{saleInvoice.formattedDueAmount}
+            td #{saleInvoice.dueAmountFormatted}
 
   div.invoice__footer        
     if saleInvoice.termsConditions

packages/server/resources/views/modules/payment-receive-standard.pug

@@ -45,9 +45,9 @@ block content
       each entry in paymentReceive.entries
        tr
         td.item=entry.invoice.invoiceNo
-        td.date=entry.invoice.formattedInvoiceDate
-        td.invoiceAmount=entry.invoice.formattedAmount
-        td.paymentAmount=entry.invoice.formattedPaymentAmount
+        td.date=entry.invoice.invoiceDateFormatted
+        td.invoiceAmount=entry.invoice.totalFormatted
+        td.paymentAmount=entry.invoice.paymentAmountFormatted
 
   div.payment__table-after
     div.payment__table-total

packages/server/scripts/gulpConfig.js

@@ -66,12 +66,10 @@ module.exports = {
         // sourcemaps: true, // Allow to enable/disable sourcemaps or pass object to configure it.
         // minify: true, // Allow to enable/disable minify the source.
       },
-    //   {
-    //     src: './assets/sass/editor-style.scss',
-    //     dest: './assets/css',
-    //     sourcemaps: true,
-    //     minify: true,
-    //   },
+      {
+        src: `${RESOURCES_PATH}/scss/modules/financial-sheet.scss`,
+        dest: `${RESOURCES_PATH}/css/modules`,
+      },
     ],
     // RTL builds.
     rtl: [
@@ -114,7 +112,7 @@ module.exports = {
     // SASS Configuration for all builds.
     sass: {
       errLogToConsole: true,
-    //   outputStyle: 'compact',
+      //   outputStyle: 'compact',
     },
 
     // CSS MQ Packer configuration for all builds and style tasks.

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

@@ -27,7 +27,7 @@ export default class AccountsController extends BaseController {
   /**
    * Router constructor method.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -98,7 +98,7 @@ export default class AccountsController extends BaseController {
   /**
    * Create account DTO Schema validation.
    */
-  get createAccountDTOSchema() {
+  private get createAccountDTOSchema() {
     return [
       check('name')
         .exists()
@@ -131,7 +131,7 @@ export default class AccountsController extends BaseController {
   /**
    * Account DTO Schema validation.
    */
-  get editAccountDTOSchema() {
+  private get editAccountDTOSchema() {
     return [
       check('name')
         .exists()
@@ -160,14 +160,14 @@ export default class AccountsController extends BaseController {
     ];
   }
 
-  get accountParamSchema() {
+  private get accountParamSchema() {
     return [param('id').exists().isNumeric().toInt()];
   }
 
   /**
    * Accounts list validation schema.
    */
-  get accountsListSchema() {
+  private get accountsListSchema() {
     return [
       query('view_slug').optional({ nullable: true }).isString().trim(),
       query('stringified_filter_roles').optional().isJSON(),

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

@@ -0,0 +1,18 @@
+import Container, { Inject, Service } from 'typedi';
+import { Router } from 'express';
+import BaseController from '@/api/controllers/BaseController';
+import { PlaidBankingController } from './PlaidBankingController';
+
+@Service()
+export class BankingController extends BaseController {
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.use('/plaid', Container.get(PlaidBankingController).router());
+
+    return router;
+  }
+}

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

@@ -0,0 +1,53 @@
+import { Inject, Service } from 'typedi';
+import { Router, Request, Response } from 'express';
+import BaseController from '@/api/controllers/BaseController';
+import { PlaidApplication } from '@/services/Banking/Plaid/PlaidApplication';
+
+@Service()
+export class PlaidBankingController extends BaseController {
+  @Inject()
+  private plaidApp: PlaidApplication;
+
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.post('/link-token', this.linkToken.bind(this));
+    router.post('/exchange-token', this.exchangeToken.bind(this));
+
+    return router;
+  }
+
+  /**
+   * Retrieves the Plaid link token.
+   * @param {Request} req
+   * @param {response} res
+   * @returns {Response}
+   */
+  private async linkToken(req: Request, res: Response) {
+    const { tenantId } = req;
+
+    const linkToken = await this.plaidApp.getLinkToken(tenantId);
+
+    return res.status(200).send(linkToken);
+  }
+
+  /**
+   * Exchanges the given public token.
+   * @param {Request} req
+   * @param {response} res
+   * @returns {Response}
+   */
+  public async exchangeToken(req: Request, res: Response) {
+    const { tenantId } = req;
+    const { public_token, institution_id } = req.body;
+
+    await this.plaidApp.exchangeToken(tenantId, {
+      institutionId: institution_id,
+      publicToken: public_token,
+    });
+    return res.status(200).send({});
+  }
+}

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

@@ -13,9 +13,9 @@ export default class CashflowController {
   router() {
     const router = Router();
 
+    router.use(Container.get(CommandCashflowTransaction).router());
     router.use(Container.get(GetCashflowTransaction).router());
     router.use(Container.get(GetCashflowAccounts).router());
-    router.use(Container.get(CommandCashflowTransaction).router());
     router.use(Container.get(DeleteCashflowTransaction).router());
 
     return router;

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

@@ -3,14 +3,15 @@ import { Router, Request, Response, NextFunction } from 'express';
 import { param } from 'express-validator';
 import BaseController from '../BaseController';
 import { ServiceError } from '@/exceptions';
-import DeleteCashflowTransactionService from '../../../services/Cashflow/DeleteCashflowTransactionService';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+
 import { AbilitySubject, CashflowAction } from '@/interfaces';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
 
 @Service()
-export default class DeleteCashflowTransaction extends BaseController {
+export default class DeleteCashflowTransactionController extends BaseController {
   @Inject()
-  deleteCashflowService: DeleteCashflowTransactionService;
+  private cashflowApplication: CashflowApplication;
 
   /**
    * Controller router.
@@ -44,7 +45,7 @@ export default class DeleteCashflowTransaction extends BaseController {
 
     try {
       const { oldCashflowTransaction } =
-        await this.deleteCashflowService.deleteCashflowTransaction(
+        await this.cashflowApplication.deleteTransaction(
           tenantId,
           transactionId
         );
@@ -92,6 +93,19 @@ export default class DeleteCashflowTransaction extends BaseController {
           ],
         });
       }
+      if (
+        error.errorType ===
+        'CANNOT_DELETE_TRANSACTION_CONVERTED_FROM_UNCATEGORIZED'
+      ) {
+        return res.boom.badRequest(null, {
+          errors: [
+            {
+              type: 'CANNOT_DELETE_TRANSACTION_CONVERTED_FROM_UNCATEGORIZED',
+              code: 4100,
+            },
+          ],
+        });
+      }
     }
     next(error);
   }

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

@@ -1,20 +1,16 @@
 import { Service, Inject } from 'typedi';
 import { Router, Request, Response, NextFunction } from 'express';
-import { param, query } from 'express-validator';
-import GetCashflowAccountsService from '@/services/Cashflow/GetCashflowAccountsService';
+import { query } from 'express-validator';
 import BaseController from '../BaseController';
-import GetCashflowTransactionsService from '@/services/Cashflow/GetCashflowTransactionsService';
 import { ServiceError } from '@/exceptions';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { AbilitySubject, CashflowAction } from '@/interfaces';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
 
 @Service()
 export default class GetCashflowAccounts extends BaseController {
   @Inject()
-  getCashflowAccountsService: GetCashflowAccountsService;
-
-  @Inject()
-  getCashflowTransactionsService: GetCashflowTransactionsService;
+  private cashflowApplication: CashflowApplication;
 
   /**
    * Controller router.
@@ -62,10 +58,7 @@ export default class GetCashflowAccounts extends BaseController {
 
     try {
       const cashflowAccounts =
-        await this.getCashflowAccountsService.getCashflowAccounts(
-          tenantId,
-          filter
-        );
+        await this.cashflowApplication.getCashflowAccounts(tenantId, filter);
 
       return res.status(200).send({
         cashflow_accounts: this.transfromToResponse(cashflowAccounts),

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

@@ -2,15 +2,15 @@ import { Service, Inject } from 'typedi';
 import { Router, Request, Response, NextFunction } from 'express';
 import { param } from 'express-validator';
 import BaseController from '../BaseController';
-import GetCashflowTransactionsService from '@/services/Cashflow/GetCashflowTransactionsService';
 import { ServiceError } from '@/exceptions';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { AbilitySubject, CashflowAction } from '@/interfaces';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
 
 @Service()
 export default class GetCashflowAccounts extends BaseController {
   @Inject()
-  getCashflowTransactionsService: GetCashflowTransactionsService;
+  private cashflowApplication: CashflowApplication;
 
   /**
    * Controller router.
@@ -43,11 +43,10 @@ export default class GetCashflowAccounts extends BaseController {
     const { transactionId } = req.params;
 
     try {
-      const cashflowTransaction =
-        await this.getCashflowTransactionsService.getCashflowTransaction(
-          tenantId,
-          transactionId
-        );
+      const cashflowTransaction = await this.cashflowApplication.getTransaction(
+        tenantId,
+        transactionId
+      );
 
       return res.status(200).send({
         cashflow_transaction: this.transfromToResponse(cashflowTransaction),

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

@@ -1,16 +1,16 @@
 import { Service, Inject } from 'typedi';
-import { check } from 'express-validator';
+import { ValidationChain, check, param, query } from 'express-validator';
 import { Router, Request, Response, NextFunction } from 'express';
 import BaseController from '../BaseController';
 import { ServiceError } from '@/exceptions';
-import NewCashflowTransactionService from '@/services/Cashflow/NewCashflowTransactionService';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { AbilitySubject, CashflowAction } from '@/interfaces';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
 
 @Service()
 export default class NewCashflowTransactionController extends BaseController {
   @Inject()
-  private newCashflowTranscationService: NewCashflowTransactionService;
+  private cashflowApplication: CashflowApplication;
 
   /**
    * Router constructor.
@@ -18,6 +18,18 @@ export default class NewCashflowTransactionController extends BaseController {
   public router() {
     const router = Router();
 
+    router.get(
+      '/transactions/uncategorized/:id',
+      this.asyncMiddleware(this.getUncategorizedCashflowTransaction),
+      this.catchServiceErrors
+    );
+    router.get(
+      '/transactions/:id/uncategorized',
+      this.getUncategorizedTransactionsValidationSchema,
+      this.validationResult,
+      this.asyncMiddleware(this.getUncategorizedCashflowTransactions),
+      this.catchServiceErrors
+    );
     router.post(
       '/transactions',
       CheckPolicies(CashflowAction.Create, AbilitySubject.Cashflow),
@@ -26,13 +38,72 @@ export default class NewCashflowTransactionController extends BaseController {
       this.asyncMiddleware(this.newCashflowTransaction),
       this.catchServiceErrors
     );
+    router.post(
+      '/transactions/:id/uncategorize',
+      this.revertCategorizedCashflowTransaction,
+      this.catchServiceErrors
+    );
+    router.post(
+      '/transactions/:id/categorize',
+      this.categorizeCashflowTransactionValidationSchema,
+      this.validationResult,
+      this.categorizeCashflowTransaction,
+      this.catchServiceErrors
+    );
+    router.post(
+      '/transaction/:id/categorize/expense',
+      this.categorizeAsExpenseValidationSchema,
+      this.validationResult,
+      this.categorizesCashflowTransactionAsExpense,
+      this.catchServiceErrors
+    );
     return router;
   }
 
+  /**
+   * Getting uncategorized transactions validation schema.
+   * @returns {ValidationChain}
+   */
+  public get getUncategorizedTransactionsValidationSchema() {
+    return [
+      param('id').exists().isNumeric().toInt(),
+      query('page').optional().isNumeric().toInt(),
+      query('page_size').optional().isNumeric().toInt(),
+    ];
+  }
+
+  /**
+   * Categorize as expense validation schema.
+   */
+  public get categorizeAsExpenseValidationSchema() {
+    return [
+      check('expense_account_id').exists(),
+      check('date').isISO8601().exists(),
+      check('reference_no').optional(),
+      check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
+    ];
+  }
+
+  /**
+   * Categorize cashflow tranasction validation schema.
+   */
+  public get categorizeCashflowTransactionValidationSchema() {
+    return [
+      check('date').exists().isISO8601().toDate(),
+      check('credit_account_id').exists().isInt().toInt(),
+      check('transaction_number').optional(),
+      check('transaction_type').exists(),
+      check('reference_no').optional(),
+      check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
+      check('description').optional(),
+      check('branch_id').optional({ nullable: true }).isNumeric().toInt(),
+    ];
+  }
+
   /**
    * New cashflow transaction validation schema.
    */
-  get newTransactionValidationSchema() {
+  public get newTransactionValidationSchema() {
     return [
       check('date').exists().isISO8601().toDate(),
       check('reference_no').optional({ nullable: true }).trim().escape(),
@@ -48,9 +119,7 @@ export default class NewCashflowTransactionController extends BaseController {
       check('credit_account_id').exists().isInt().toInt(),
 
       check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
-
       check('branch_id').optional({ nullable: true }).isNumeric().toInt(),
-
       check('publish').default(false).isBoolean().toBoolean(),
     ];
   }
@@ -70,13 +139,12 @@ export default class NewCashflowTransactionController extends BaseController {
     const ownerContributionDTO = this.matchedBodyData(req);
 
     try {
-      const { cashflowTransaction } =
-        await this.newCashflowTranscationService.newCashflowTransaction(
+      const cashflowTransaction =
+        await this.cashflowApplication.createTransaction(
           tenantId,
           ownerContributionDTO,
           userId
         );
-
       return res.status(200).send({
         id: cashflowTransaction.id,
         message: 'New cashflow transaction has been created successfully.',
@@ -86,11 +154,147 @@ export default class NewCashflowTransactionController extends BaseController {
     }
   };
 
+  /**
+   * Revert the categorized cashflow transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private revertCategorizedCashflowTransaction = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: cashflowTransactionId } = req.params;
+
+    try {
+      const data = await this.cashflowApplication.uncategorizeTransaction(
+        tenantId,
+        cashflowTransactionId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Categorize the cashflow transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private categorizeCashflowTransaction = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: cashflowTransactionId } = req.params;
+    const cashflowTransaction = this.matchedBodyData(req);
+
+    try {
+      await this.cashflowApplication.categorizeTransaction(
+        tenantId,
+        cashflowTransactionId,
+        cashflowTransaction
+      );
+      return res.status(200).send({
+        message: 'The cashflow transaction has been created successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Categorize the transaction as expense transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private categorizesCashflowTransactionAsExpense = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: cashflowTransactionId } = req.params;
+    const cashflowTransaction = this.matchedBodyData(req);
+
+    try {
+      await this.cashflowApplication.categorizeAsExpense(
+        tenantId,
+        cashflowTransactionId,
+        cashflowTransaction
+      );
+      return res.status(200).send({
+        message: 'The cashflow transaction has been created successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Retrieves the uncategorized cashflow transactions.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public getUncategorizedCashflowTransaction = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: transactionId } = req.params;
+
+    try {
+      const data = await this.cashflowApplication.getUncategorizedTransaction(
+        tenantId,
+        transactionId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Retrieves the uncategorized cashflow transactions.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public getUncategorizedCashflowTransactions = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: accountId } = req.params;
+    const query = this.matchedQueryData(req);
+
+    try {
+      const data = await this.cashflowApplication.getUncategorizedTransactions(
+        tenantId,
+        accountId,
+        query
+      );
+
+      return res.status(200).send(data);
+    } catch (error) {
+      next(error);
+    }
+  };
+
   /**
    * Handle the service errors.
    * @param error
-   * @param req
-   * @param res
+   * @param {Request} req
+   * @param {res
    * @param next
    * @returns
    */
@@ -140,6 +344,16 @@ export default class NewCashflowTransactionController extends BaseController {
           ],
         });
       }
+      if (error.errorType === 'UNCATEGORIZED_TRANSACTION_TYPE_INVALID') {
+        return res.boom.badRequest(null, {
+          errors: [
+            {
+              type: 'UNCATEGORIZED_TRANSACTION_TYPE_INVALID',
+              code: 4100,
+            },
+          ],
+        });
+      }
     }
     next(error);
   }

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

@@ -26,27 +26,27 @@ export default class ContactsController extends BaseController {
       [...this.autocompleteQuerySchema],
       this.validationResult,
       this.asyncMiddleware(this.autocompleteContacts.bind(this)),
-      this.dynamicListService.handlerErrorsToResponse
+      this.dynamicListService.handlerErrorsToResponse,
     );
     router.get(
       '/:id',
       [param('id').exists().isNumeric().toInt()],
       this.validationResult,
-      this.asyncMiddleware(this.getContact.bind(this))
+      this.asyncMiddleware(this.getContact.bind(this)),
     );
     router.post(
       '/:id/inactivate',
       [param('id').exists().isNumeric().toInt()],
       this.validationResult,
       this.asyncMiddleware(this.inactivateContact.bind(this)),
-      this.handlerServiceErrors
+      this.handlerServiceErrors,
     );
     router.post(
       '/:id/activate',
       [param('id').exists().isNumeric().toInt()],
       this.validationResult,
       this.asyncMiddleware(this.activateContact.bind(this)),
-      this.handlerServiceErrors
+      this.handlerServiceErrors,
     );
     return router;
   }
@@ -77,7 +77,7 @@ export default class ContactsController extends BaseController {
     try {
       const contact = await this.contactsService.getContact(
         tenantId,
-        contactId
+        contactId,
       );
       return res.status(200).send({
         customer: this.transfromToResponse(contact),
@@ -105,7 +105,7 @@ export default class ContactsController extends BaseController {
     try {
       const contacts = await this.contactsService.autocompleteContacts(
         tenantId,
-        filter
+        filter,
       );
       return res.status(200).send({ contacts });
     } catch (error) {
@@ -153,7 +153,6 @@ export default class ContactsController extends BaseController {
       check('email')
         .optional({ nullable: true })
         .isString()
-        .normalizeEmail()
         .isEmail()
         .isLength({ max: DATATYPES_LENGTH.STRING }),
       check('website')
@@ -380,7 +379,7 @@ export default class ContactsController extends BaseController {
     error: Error,
     req: Request,
     res: Response,
-    next: NextFunction
+    next: NextFunction,
   ) {
     if (error instanceof ServiceError) {
       if (error.errorType === 'contact_not_found') {

packages/server/src/api/controllers/Contacts/Customers.ts

@@ -160,10 +160,8 @@ export default class CustomersController extends ContactsController {
     try {
       const contact = await this.customersApplication.createCustomer(
         tenantId,
-        contactDTO,
-        user
+        contactDTO
       );
-
       return res.status(200).send({
         id: contact.id,
         message: 'The customer has been created successfully.',

packages/server/src/api/controllers/Contacts/Vendors.ts

@@ -144,10 +144,8 @@ export default class VendorsController extends ContactsController {
     try {
       const vendor = await this.vendorsApplication.createVendor(
         tenantId,
-        contactDTO,
-        user
+        contactDTO
       );
-
       return res.status(200).send({
         id: vendor.id,
         message: 'The vendor has been created successfully.',

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

@@ -1,19 +1,16 @@
 import { Service, Inject } from 'typedi';
 import { Router, Request, Response, NextFunction } from 'express';
-import { check, param, query } from 'express-validator';
+import { query, oneOf } from 'express-validator';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
 import BaseController from './BaseController';
 import { ServiceError } from '@/exceptions';
-import ExchangeRatesService from '@/services/ExchangeRates/ExchangeRatesService';
-import DynamicListingService from '@/services/DynamicListing/DynamicListService';
+import { EchangeRateErrors } from '@/lib/ExchangeRate/types';
+import { ExchangeRateApplication } from '@/services/ExchangeRates/ExchangeRateApplication';
 
 @Service()
 export default class ExchangeRatesController extends BaseController {
   @Inject()
-  exchangeRatesService: ExchangeRatesService;
-
-  @Inject()
-  dynamicListService: DynamicListingService;
+  private exchangeRatesApp: ExchangeRateApplication;
 
   /**
    * Constructor method.
@@ -22,164 +19,40 @@ export default class ExchangeRatesController extends BaseController {
     const router = Router();
 
     router.get(
-      '/',
-      [...this.exchangeRatesListSchema],
+      '/latest',
+      [
+        oneOf([
+          query('to_currency').exists().isString().isISO4217(),
+          query('from_currency').exists().isString().isISO4217(),
+        ]),
+      ],
       this.validationResult,
-      asyncMiddleware(this.exchangeRates.bind(this)),
-      this.dynamicListService.handlerErrorsToResponse,
-      this.handleServiceError,
-    );
-    router.post(
-      '/',
-      [...this.exchangeRateDTOSchema],
-      this.validationResult,
-      asyncMiddleware(this.addExchangeRate.bind(this)),
-      this.handleServiceError
-    );
-    router.post(
-      '/:id',
-      [...this.exchangeRateEditDTOSchema, ...this.exchangeRateIdSchema],
-      this.validationResult,
-      asyncMiddleware(this.editExchangeRate.bind(this)),
-      this.handleServiceError
-    );
-    router.delete(
-      '/:id',
-      [...this.exchangeRateIdSchema],
-      this.validationResult,
-      asyncMiddleware(this.deleteExchangeRate.bind(this)),
+      asyncMiddleware(this.latestExchangeRate.bind(this)),
       this.handleServiceError
     );
     return router;
   }
 
-  get exchangeRatesListSchema() {
-    return [
-      query('page').optional().isNumeric().toInt(),
-      query('page_size').optional().isNumeric().toInt(),
-
-      query('column_sort_by').optional(),
-      query('sort_order').optional().isIn(['desc', 'asc']),
-    ];
-  }
-
-  get exchangeRateDTOSchema() {
-    return [
-      check('exchange_rate').exists().isNumeric().toFloat(),
-      check('currency_code').exists().trim().escape(),
-      check('date').exists().isISO8601(),
-    ];
-  }
-
-  get exchangeRateEditDTOSchema() {
-    return [check('exchange_rate').exists().isNumeric().toFloat()];
-  }
-
-  get exchangeRateIdSchema() {
-    return [param('id').isNumeric().toInt()];
-  }
-
-  get exchangeRatesIdsSchema() {
-    return [
-      query('ids').isArray({ min: 2 }),
-      query('ids.*').isNumeric().toInt(),
-    ];
-  }
-
   /**
    * Retrieve exchange rates.
    * @param {Request} req
    * @param {Response} res
    * @param {NextFunction} next
    */
-  async exchangeRates(req: Request, res: Response, next: NextFunction) {
+  private async latestExchangeRate(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
     const { tenantId } = req;
-    const filter = {
-      page: 1,
-      pageSize: 12,
-      filterRoles: [],
-      columnSortBy: 'created_at',
-      sortOrder: 'asc',
-      ...this.matchedQueryData(req),
-    };
-    if (filter.stringifiedFilterRoles) {
-      filter.filterRoles = JSON.parse(filter.stringifiedFilterRoles);
-    }
-    try {
-      const exchangeRates = await this.exchangeRatesService.listExchangeRates(
-        tenantId,
-        filter
-      );
-      return res.status(200).send({ exchange_rates: exchangeRates });
-    } catch (error) {
-      next(error);
-    }
-  }
-
-  /**
-   * Adds a new exchange rate on the given date.
-   * @param {Request} req
-   * @param {Response} res
-   * @param {NextFunction} next
-   */
-  async addExchangeRate(req: Request, res: Response, next: NextFunction) {
-    const { tenantId } = req;
-    const exchangeRateDTO = this.matchedBodyData(req);
+    const exchangeRateQuery = this.matchedQueryData(req);
 
     try {
-      const exchangeRate = await this.exchangeRatesService.newExchangeRate(
+      const exchangeRate = await this.exchangeRatesApp.latest(
         tenantId,
-        exchangeRateDTO
+        exchangeRateQuery
       );
-      return res.status(200).send({ id: exchangeRate.id });
-    } catch (error) {
-      next(error);
-    }
-  }
-
-  /**
-   * Edit the given exchange rate.
-   * @param {Request} req
-   * @param {Response} res
-   * @param {NextFunction} next
-   */
-  async editExchangeRate(req: Request, res: Response, next: NextFunction) {
-    const { tenantId } = req;
-    const { id: exchangeRateId } = req.params;
-    const exchangeRateDTO = this.matchedBodyData(req);
-
-    try {
-      const exchangeRate = await this.exchangeRatesService.editExchangeRate(
-        tenantId,
-        exchangeRateId,
-        exchangeRateDTO
-      );
-
-      return res.status(200).send({
-        id: exchangeRateId,
-        message: 'The exchange rate has been edited successfully.',
-      });
-    } catch (error) {
-      next(error);
-    }
-  }
-
-  /**
-   * Delete the given exchange rate from the storage.
-   * @param {Request} req
-   * @param {Response} res
-   * @param {NextFunction} next
-   */
-  async deleteExchangeRate(req: Request, res: Response, next: NextFunction) {
-    const { tenantId } = req;
-    const { id: exchangeRateId } = req.params;
-
-    try {
-      await this.exchangeRatesService.deleteExchangeRate(
-        tenantId,
-        exchangeRateId
-      );
-      return res.status(200).send({ id: exchangeRateId });
+      return res.status(200).send(exchangeRate);
     } catch (error) {
       next(error);
     }
@@ -192,26 +65,56 @@ export default class ExchangeRatesController extends BaseController {
    * @param {Response} res
    * @param {NextFunction} next
    */
-  handleServiceError(
+  private handleServiceError(
     error: Error,
     req: Request,
     res: Response,
     next: NextFunction
   ) {
     if (error instanceof ServiceError) {
-      if (error.errorType === 'EXCHANGE_RATE_NOT_FOUND') {
-        return res.status(404).send({
-          errors: [{ type: 'EXCHANGE.RATE.NOT.FOUND', code: 200 }],
-        });
-      }
-      if (error.errorType === 'NOT_FOUND_EXCHANGE_RATES') {
+      if (EchangeRateErrors.EX_RATE_INVALID_BASE_CURRENCY === error.errorType) {
         return res.status(400).send({
-          errors: [{ type: 'EXCHANGE.RATES.IS.NOT.FOUND', code: 100 }],
+          errors: [
+            {
+              type: EchangeRateErrors.EX_RATE_INVALID_BASE_CURRENCY,
+              code: 100,
+              message: 'The given base currency is invalid.',
+            },
+          ],
         });
-      }
-      if (error.errorType === 'EXCHANGE_RATE_PERIOD_EXISTS') {
+      } else if (
+        EchangeRateErrors.EX_RATE_SERVICE_NOT_ALLOWED === error.errorType
+      ) {
         return res.status(400).send({
-          errors: [{ type: 'EXCHANGE.RATE.PERIOD.EXISTS', code: 300 }],
+          errors: [
+            {
+              type: EchangeRateErrors.EX_RATE_SERVICE_NOT_ALLOWED,
+              code: 200,
+              message: 'The service is not allowed',
+            },
+          ],
+        });
+      } else if (
+        EchangeRateErrors.EX_RATE_SERVICE_API_KEY_REQUIRED === error.errorType
+      ) {
+        return res.status(400).send({
+          errors: [
+            {
+              type: EchangeRateErrors.EX_RATE_SERVICE_API_KEY_REQUIRED,
+              code: 300,
+              message: 'The API key is required',
+            },
+          ],
+        });
+      } else if (EchangeRateErrors.EX_RATE_LIMIT_EXCEEDED === error.errorType) {
+        return res.status(400).send({
+          errors: [
+            {
+              type: EchangeRateErrors.EX_RATE_LIMIT_EXCEEDED,
+              code: 400,
+              message: 'The API rate limit has been exceeded',
+            },
+          ],
         });
       }
     }

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

@@ -20,6 +20,7 @@ import InventoryDetailsController from './FinancialStatements/InventoryDetails';
 import TransactionsByReferenceController from './FinancialStatements/TransactionsByReference';
 import CashflowAccountTransactions from './FinancialStatements/CashflowAccountTransactions';
 import ProjectProfitabilityController from './FinancialStatements/ProjectProfitabilitySummary';
+import SalesTaxLiabilitySummary from './FinancialStatements/SalesTaxLiabilitySummary';
 
 @Service()
 export default class FinancialStatementsService {
@@ -68,40 +69,44 @@ export default class FinancialStatementsService {
     );
     router.use(
       '/customer-balance-summary',
-      Container.get(CustomerBalanceSummaryController).router(),
+      Container.get(CustomerBalanceSummaryController).router()
     );
     router.use(
       '/vendor-balance-summary',
-      Container.get(VendorBalanceSummaryController).router(),
+      Container.get(VendorBalanceSummaryController).router()
     );
     router.use(
       '/transactions-by-customers',
-      Container.get(TransactionsByCustomers).router(),
+      Container.get(TransactionsByCustomers).router()
     );
     router.use(
       '/transactions-by-vendors',
-      Container.get(TransactionsByVendors).router(),
+      Container.get(TransactionsByVendors).router()
     );
     router.use(
       '/cash-flow',
-      Container.get(CashFlowStatementController).router(),
+      Container.get(CashFlowStatementController).router()
     );
     router.use(
       '/inventory-item-details',
-      Container.get(InventoryDetailsController).router(),
+      Container.get(InventoryDetailsController).router()
     );
     router.use(
       '/transactions-by-reference',
-      Container.get(TransactionsByReferenceController).router(),
+      Container.get(TransactionsByReferenceController).router()
     );
     router.use(
       '/cashflow-account-transactions',
-      Container.get(CashflowAccountTransactions).router(),
+      Container.get(CashflowAccountTransactions).router()
     );
     router.use(
       '/project-profitability-summary',
-      Container.get(ProjectProfitabilityController).router(),
-    )
+      Container.get(ProjectProfitabilityController).router()
+    );
+    router.use(
+      '/sales-tax-liability-summary',
+      Container.get(SalesTaxLiabilitySummary).router()
+    );
     return router;
   }
 }

packages/server/src/api/controllers/FinancialStatements/APAgingSummary.ts

@@ -2,19 +2,20 @@ import { Router, Request, Response, NextFunction } from 'express';
 import { query } from 'express-validator';
 import { Inject } from 'typedi';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
-import APAgingSummaryReportService from '@/services/FinancialStatements/AgingSummary/APAgingSummaryService';
 import BaseFinancialReportController from './BaseFinancialReportController';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
+import { APAgingSummaryApplication } from '@/services/FinancialStatements/AgingSummary/APAgingSummaryApplication';
 
 export default class APAgingSummaryReportController extends BaseFinancialReportController {
   @Inject()
-  APAgingSummaryService: APAgingSummaryReportService;
+  private APAgingSummaryApp: APAgingSummaryApplication;
 
   /**
    * Router constructor.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -28,8 +29,9 @@ export default class APAgingSummaryReportController extends BaseFinancialReportC
 
   /**
    * Validation schema.
+   * @returns {ValidationChain[]}
    */
-  get validationSchema() {
+  private get validationSchema() {
     return [
       ...this.sheetNumberFormatValidationSchema,
       query('as_date').optional().isISO8601(),
@@ -49,42 +51,68 @@ export default class APAgingSummaryReportController extends BaseFinancialReportC
   }
 
   /**
-   * Retrieve payable aging summary report.
+   * Retrieves payable aging summary report.
+   * @param {Request} req -
+   * @param {Response} res -
+   * @param {NextFunction} next -
    */
-  async payableAgingSummary(req: Request, res: Response, next: NextFunction) {
-    const { tenantId, settings } = req;
+  private async payableAgingSummary(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
     const filter = this.matchedQueryData(req);
 
     try {
       const accept = this.accepts(req);
-      const acceptType = accept.types(['json', 'application/json+table']);
+      const acceptType = accept.types([
+        ACCEPT_TYPE.APPLICATION_JSON,
+        ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+        ACCEPT_TYPE.APPLICATION_CSV,
+        ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF
+      ]);
+      // Retrieves the json table format.
+      if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
+        const table = await this.APAgingSummaryApp.table(tenantId, filter);
 
-      switch (acceptType) {
-        case 'application/json+table':
-          const table = await this.APAgingSummaryService.APAgingSummaryTable(
-            tenantId,
-            filter
-          );
-          return res.status(200).send({
-            table: {
-              rows: table.rows,
-              columns: table.columns,
-            },
-            meta: table.meta,
-            query: table.query,
-          });
-          break;
-        default:
-          const { data, columns, query, meta } =
-            await this.APAgingSummaryService.APAgingSummary(tenantId, filter);
+        return res.status(200).send(table);
+        // Retrieves the csv format.
+      } else if (ACCEPT_TYPE.APPLICATION_CSV === acceptType) {
+        const csv = await this.APAgingSummaryApp.csv(tenantId, filter);
 
-          return res.status(200).send({
-            data: this.transfromToResponse(data),
-            columns: this.transfromToResponse(columns),
-            query: this.transfromToResponse(query),
-            meta: this.transfromToResponse(meta),
-          });
-          break;
+        res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+        res.setHeader('Content-Type', 'text/csv');
+
+        return res.send(csv);
+        // Retrieves the xlsx format.
+      } else if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
+        const buffer = await this.APAgingSummaryApp.xlsx(tenantId, filter);
+
+        res.setHeader(
+          'Content-Disposition',
+          'attachment; filename=output.xlsx'
+        );
+        res.setHeader(
+          'Content-Type',
+          'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+        );
+        return res.send(buffer);
+        // Retrieves the pdf format.
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        const pdfContent = await this.APAgingSummaryApp.pdf(tenantId, filter);
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.send(pdfContent);
+        // Retrieves the json format.
+      } else {
+        const sheet = await this.APAgingSummaryApp.sheet(tenantId, filter);
+
+        return res.status(200).send(sheet);
       }
     } catch (error) {
       next(error);

packages/server/src/api/controllers/FinancialStatements/ARAgingSummary.ts

@@ -5,16 +5,18 @@ import ARAgingSummaryService from '@/services/FinancialStatements/AgingSummary/A
 import BaseFinancialReportController from './BaseFinancialReportController';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { ARAgingSummaryApplication } from '@/services/FinancialStatements/AgingSummary/ARAgingSummaryApplication';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 
 @Service()
 export default class ARAgingSummaryReportController extends BaseFinancialReportController {
   @Inject()
-  ARAgingSummaryService: ARAgingSummaryService;
+  private ARAgingSummaryApp: ARAgingSummaryApplication;
 
   /**
    * Router constructor.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -30,7 +32,7 @@ export default class ARAgingSummaryReportController extends BaseFinancialReportC
   /**
    * AR aging summary validation roles.
    */
-  get validationSchema() {
+  private get validationSchema() {
     return [
       ...this.sheetNumberFormatValidationSchema,
 
@@ -52,41 +54,63 @@ export default class ARAgingSummaryReportController extends BaseFinancialReportC
 
   /**
    * Retrieve AR aging summary report.
+   * @param {Request} req
+   * @param {Response} res
    */
-  async receivableAgingSummary(req: Request, res: Response) {
-    const { tenantId, settings } = req;
+  private async receivableAgingSummary(req: Request, res: Response) {
+    const { tenantId } = req;
     const filter = this.matchedQueryData(req);
 
     try {
       const accept = this.accepts(req);
-      const acceptType = accept.types(['json', 'application/json+table']);
 
-      switch (acceptType) {
-        case 'application/json+table':
-          const table = await this.ARAgingSummaryService.ARAgingSummaryTable(
-            tenantId,
-            filter
-          );
-          return res.status(200).send({
-            table: {
-              rows: table.rows,
-              columns: table.columns,
-            },
-            meta: table.meta,
-            query: table.query,
-          });
-          break;
-        default:
-          const { data, columns, query, meta } =
-            await this.ARAgingSummaryService.ARAgingSummary(tenantId, filter);
+      const acceptType = accept.types([
+        ACCEPT_TYPE.APPLICATION_JSON,
+        ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+        ACCEPT_TYPE.APPLICATION_CSV,
+        ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF
+      ]);
+      // Retrieves the xlsx format.
+      if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
+        const buffer = await this.ARAgingSummaryApp.xlsx(tenantId, filter);
 
-          return res.status(200).send({
-            data: this.transfromToResponse(data),
-            columns: this.transfromToResponse(columns),
-            query: this.transfromToResponse(query),
-            meta: this.transfromToResponse(meta),
-          });
-          break;
+        res.setHeader(
+          'Content-Disposition',
+          'attachment; filename=output.xlsx'
+        );
+        res.setHeader(
+          'Content-Type',
+          'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+        );
+        return res.send(buffer);
+        // Retrieves the table format.
+      } else if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
+        const table = await this.ARAgingSummaryApp.table(tenantId, filter);
+
+        return res.status(200).send(table);
+        // Retrieves the csv format.
+      } else if (ACCEPT_TYPE.APPLICATION_CSV === acceptType) {
+        const buffer = await this.ARAgingSummaryApp.csv(tenantId, filter);
+
+        res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+        res.setHeader('Content-Type', 'text/csv');
+
+        return res.send(buffer);
+        // Retrieves the pdf format.
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        const pdfContent = await this.ARAgingSummaryApp.pdf(tenantId, filter);
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.send(pdfContent);
+        // Retrieves the json format.
+      } else {
+        const sheet = await this.ARAgingSummaryApp.sheet(tenantId, filter);
+
+        return res.status(200).send(sheet);
       }
     } catch (error) {
       console.log(error);

packages/server/src/api/controllers/FinancialStatements/BalanceSheet.ts

@@ -3,25 +3,21 @@ import { Router, Request, Response, NextFunction } from 'express';
 import { query, ValidationChain } from 'express-validator';
 import { castArray } from 'lodash';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
-import BalanceSheetStatementService from '@/services/FinancialStatements/BalanceSheet/BalanceSheetService';
 import BaseFinancialReportController from './BaseFinancialReportController';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
-import BalanceSheetTable from '@/services/FinancialStatements/BalanceSheet/BalanceSheetTable';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
+import { BalanceSheetApplication } from '@/services/FinancialStatements/BalanceSheet/BalanceSheetApplication';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 
 @Service()
 export default class BalanceSheetStatementController extends BaseFinancialReportController {
   @Inject()
-  balanceSheetService: BalanceSheetStatementService;
-
-  @Inject()
-  tenancy: HasTenancyService;
+  private balanceSheetApp: BalanceSheetApplication;
 
   /**
    * Router constructor.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -38,7 +34,7 @@ export default class BalanceSheetStatementController extends BaseFinancialReport
    * Balance sheet validation schecma.
    * @returns {ValidationChain[]}
    */
-  get balanceSheetValidationSchema(): ValidationChain[] {
+  private get balanceSheetValidationSchema(): ValidationChain[] {
     return [
       ...this.sheetNumberFormatValidationSchema,
       query('accounting_method').optional().isIn(['cash', 'accrual']),
@@ -84,10 +80,12 @@ export default class BalanceSheetStatementController extends BaseFinancialReport
 
   /**
    * Retrieve the balance sheet.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
    */
-  async balanceSheet(req: Request, res: Response, next: NextFunction) {
-    const { tenantId, settings } = req;
-    const i18n = this.tenancy.i18n(tenantId);
+  private async balanceSheet(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
 
     let filter = this.matchedQueryData(req);
 
@@ -95,29 +93,55 @@ export default class BalanceSheetStatementController extends BaseFinancialReport
       ...filter,
       accountsIds: castArray(filter.accountsIds),
     };
-
     try {
-      const { data, columns, query, meta } =
-        await this.balanceSheetService.balanceSheet(tenantId, filter);
-
       const accept = this.accepts(req);
-      const acceptType = accept.types(['json', 'application/json+table']);
 
-      const table = new BalanceSheetTable(data, query, i18n);
+      const acceptType = accept.types([
+        ACCEPT_TYPE.APPLICATION_JSON,
+        ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+        ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_CSV,
+        ACCEPT_TYPE.APPLICATION_PDF,
+      ]);
+      // Retrieves the json table format.
+      if (ACCEPT_TYPE.APPLICATION_JSON_TABLE == acceptType) {
+        const table = await this.balanceSheetApp.table(tenantId, filter);
 
-      switch (acceptType) {
-        case 'application/json+table':
-          return res.status(200).send({
-            table: {
-              rows: table.tableRows(),
-              columns: table.tableColumns(),
-            },
-            query,
-            meta,
-          });
-        case 'json':
-        default:
-          return res.status(200).send({ data, columns, query, meta });
+        return res.status(200).send(table);
+        // Retrieves the csv format.
+      } else if (ACCEPT_TYPE.APPLICATION_CSV === acceptType) {
+        const buffer = await this.balanceSheetApp.csv(tenantId, filter);
+
+        res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+        res.setHeader('Content-Type', 'text/csv');
+
+        return res.send(buffer);
+        // Retrieves the xlsx format.
+      } else if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
+        const buffer = await this.balanceSheetApp.xlsx(tenantId, filter);
+
+        res.setHeader(
+          'Content-Disposition',
+          'attachment; filename=output.xlsx'
+        );
+        res.setHeader(
+          'Content-Type',
+          'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+        );
+        return res.send(buffer);
+        // Retrieves the pdf format.
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        const pdfContent = await this.balanceSheetApp.pdf(tenantId, filter);
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        res.send(pdfContent);
+      } else {
+        const sheet = await this.balanceSheetApp.sheet(tenantId, filter);
+
+        return res.status(200).send(sheet);
       }
     } catch (error) {
       next(error);

packages/server/src/api/controllers/FinancialStatements/CashFlow/CashFlow.ts

@@ -8,29 +8,20 @@ import {
   ValidationChain,
 } from 'express';
 import BaseFinancialReportController from '../BaseFinancialReportController';
-import CashFlowStatementService from '@/services/FinancialStatements/CashFlow/CashFlowService';
-import {
-  ICashFlowStatementDOO,
-  ICashFlowStatement,
-  AbilitySubject,
-  ReportsAction,
-} from '@/interfaces';
-import CashFlowTable from '@/services/FinancialStatements/CashFlow/CashFlowTable';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
+import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
+import { CashflowSheetApplication } from '@/services/FinancialStatements/CashFlow/CashflowSheetApplication';
 
 @Service()
 export default class CashFlowController extends BaseFinancialReportController {
   @Inject()
-  cashFlowService: CashFlowStatementService;
-
-  @Inject()
-  tenancy: HasTenancyService;
+  private cashflowSheetApp: CashflowSheetApplication;
 
   /**
    * Router constructor.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -47,7 +38,7 @@ export default class CashFlowController extends BaseFinancialReportController {
    * Balance sheet validation schecma.
    * @returns {ValidationChain[]}
    */
-  get cashflowValidationSchema(): ValidationChain[] {
+  private get cashflowValidationSchema(): ValidationChain[] {
     return [
       ...this.sheetNumberFormatValidationSchema,
       query('from_date').optional(),
@@ -67,41 +58,6 @@ export default class CashFlowController extends BaseFinancialReportController {
     ];
   }
 
-  /**
-   * Retrieve the cashflow statment to json response.
-   * @param {ICashFlowStatement} cashFlow -
-   */
-  private transformJsonResponse(cashFlowDOO: ICashFlowStatementDOO) {
-    const { data, query, meta } = cashFlowDOO;
-
-    return {
-      data: this.transfromToResponse(data),
-      query: this.transfromToResponse(query),
-      meta: this.transfromToResponse(meta),
-    };
-  }
-
-  /**
-   * Transformes the report statement to table rows.
-   * @param {ITransactionsByVendorsStatement} statement -
-   */
-  private transformToTableRows(
-    cashFlowDOO: ICashFlowStatementDOO,
-    tenantId: number
-  ) {
-    const i18n = this.tenancy.i18n(tenantId);
-    const cashFlowTable = new CashFlowTable(cashFlowDOO, i18n);
-
-    return {
-      table: {
-        data: cashFlowTable.tableRows(),
-        columns: cashFlowTable.tableColumns(),
-      },
-      query: this.transfromToResponse(cashFlowDOO.query),
-      meta: this.transfromToResponse(cashFlowDOO.meta),
-    };
-  }
-
   /**
    * Retrieve the cash flow statment.
    * @param {Request} req
@@ -109,26 +65,62 @@ export default class CashFlowController extends BaseFinancialReportController {
    * @param {NextFunction} next
    * @returns {Response}
    */
-  async cashFlow(req: Request, res: Response, next: NextFunction) {
-    const { tenantId, settings } = req;
+  public async cashFlow(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
     const filter = {
       ...this.matchedQueryData(req),
     };
 
     try {
-      const cashFlow = await this.cashFlowService.cashFlow(tenantId, filter);
-
       const accept = this.accepts(req);
-      const acceptType = accept.types(['json', 'application/json+table']);
 
-      switch (acceptType) {
-        case 'application/json+table':
-          return res
-            .status(200)
-            .send(this.transformToTableRows(cashFlow, tenantId));
-        case 'json':
-        default:
-          return res.status(200).send(this.transformJsonResponse(cashFlow));
+      const acceptType = accept.types([
+        ACCEPT_TYPE.APPLICATION_JSON,
+        ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+        ACCEPT_TYPE.APPLICATION_CSV,
+        ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF
+      ]);
+      // Retrieves the json table format.
+      if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
+        const table = await this.cashflowSheetApp.table(tenantId, filter);
+
+        return res.status(200).send(table);
+        // Retrieves the csv format.
+      } else if (ACCEPT_TYPE.APPLICATION_CSV === acceptType) {
+        const buffer = await this.cashflowSheetApp.csv(tenantId, filter);
+
+        res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+        res.setHeader('Content-Type', 'text/csv');
+
+        return res.status(200).send(buffer);
+        // Retrieves the pdf format.
+      } else if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
+        const buffer = await this.cashflowSheetApp.xlsx(tenantId, filter);
+
+        res.setHeader(
+          'Content-Disposition',
+          'attachment; filename=output.xlsx'
+        );
+        res.setHeader(
+          'Content-Type',
+          'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+        );
+        return res.send(buffer);
+        // Retrieves the pdf format.
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        const pdfContent = await this.cashflowSheetApp.pdf(tenantId, filter);
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.send(pdfContent);
+        // Retrieves the json format.
+      } else {
+        const cashflow = await this.cashflowSheetApp.sheet(tenantId, filter);
+
+        return res.status(200).send(cashflow);
       }
     } catch (error) {
       next(error);

packages/server/src/api/controllers/FinancialStatements/CustomerBalanceSummary/index.ts

@@ -1,29 +1,21 @@
 import { Router, Request, Response, NextFunction } from 'express';
 import { query } from 'express-validator';
 import { Inject } from 'typedi';
-import {
-  AbilitySubject,
-  ICustomerBalanceSummaryStatement,
-  ReportsAction,
-} from '@/interfaces';
+import { AbilitySubject, ReportsAction } from '@/interfaces';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
-import CustomerBalanceSummary from '@/services/FinancialStatements/CustomerBalanceSummary/CustomerBalanceSummaryService';
 import BaseFinancialReportController from '../BaseFinancialReportController';
-import CustomerBalanceSummaryTableRows from '@/services/FinancialStatements/CustomerBalanceSummary/CustomerBalanceSummaryTableRows';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
+import { CustomerBalanceSummaryApplication } from '@/services/FinancialStatements/CustomerBalanceSummary/CustomerBalanceSummaryApplication';
 
 export default class CustomerBalanceSummaryReportController extends BaseFinancialReportController {
   @Inject()
-  customerBalanceSummaryService: CustomerBalanceSummary;
-
-  @Inject()
-  tenancy: HasTenancyService;
+  private customerBalanceSummaryApp: CustomerBalanceSummaryApplication;
 
   /**
    * Router constructor.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -42,7 +34,7 @@ export default class CustomerBalanceSummaryReportController extends BaseFinancia
   /**
    * Validation schema.
    */
-  get validationSchema() {
+  private get validationSchema() {
     return [
       ...this.sheetNumberFormatValidationSchema,
 
@@ -62,75 +54,81 @@ export default class CustomerBalanceSummaryReportController extends BaseFinancia
     ];
   }
 
-  /**
-   * Transformes the balance summary statement to table rows.
-   * @param {ICustomerBalanceSummaryStatement} statement -
-   */
-  private transformToTableRows(
-    tenantId,
-    { data, query }: ICustomerBalanceSummaryStatement
-  ) {
-    const i18n = this.tenancy.i18n(tenantId);
-    const tableRows = new CustomerBalanceSummaryTableRows(data, query, i18n);
-
-    return {
-      table: {
-        columns: tableRows.tableColumns(),
-        data: tableRows.tableRows(),
-      },
-      query: this.transfromToResponse(query),
-    };
-  }
-
-  /**
-   * Transformes the balance summary statement to raw json.
-   * @param {ICustomerBalanceSummaryStatement} customerBalance -
-   */
-  private transformToJsonResponse({
-    data,
-    columns,
-    query,
-  }: ICustomerBalanceSummaryStatement) {
-    return {
-      data: this.transfromToResponse(data),
-      columns: this.transfromToResponse(columns),
-      query: this.transfromToResponse(query),
-    };
-  }
-
   /**
    * Retrieve payable aging summary report.
    * @param {Request} req -
    * @param {Response} res -
    * @param {NextFunction} next -
    */
-  async customerBalanceSummary(
+  private async customerBalanceSummary(
     req: Request,
     res: Response,
     next: NextFunction
   ) {
-    const { tenantId, settings } = req;
+    const { tenantId } = req;
     const filter = this.matchedQueryData(req);
 
     try {
-      const customerBalanceSummary =
-        await this.customerBalanceSummaryService.customerBalanceSummary(
+      const accept = this.accepts(req);
+      const acceptType = accept.types([
+        ACCEPT_TYPE.APPLICATION_JSON,
+        ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+        ACCEPT_TYPE.APPLICATION_CSV,
+        ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
+      ]);
+
+      // Retrieves the xlsx format.
+      if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
+        const buffer = await this.customerBalanceSummaryApp.xlsx(
           tenantId,
           filter
         );
-      const accept = this.accepts(req);
-      const acceptType = accept.types(['json', 'application/json+table']);
+        res.setHeader(
+          'Content-Disposition',
+          'attachment; filename=output.xlsx'
+        );
+        res.setHeader(
+          'Content-Type',
+          'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+        );
+        return res.send(buffer);
+        // Retrieves the csv format.
+      } else if (ACCEPT_TYPE.APPLICATION_CSV === acceptType) {
+        const buffer = await this.customerBalanceSummaryApp.csv(
+          tenantId,
+          filter
+        );
+        res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+        res.setHeader('Content-Type', 'text/csv');
 
-      switch (acceptType) {
-        case 'application/json+table':
-          return res
-            .status(200)
-            .send(this.transformToTableRows(tenantId, customerBalanceSummary));
-        case 'application/json':
-        default:
-          return res
-            .status(200)
-            .send(this.transformToJsonResponse(customerBalanceSummary));
+        return res.send(buffer);
+        // Retrieves the json table format.
+      } else if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
+        const table = await this.customerBalanceSummaryApp.table(
+          tenantId,
+          filter
+        );
+        return res.status(200).send(table);
+        // Retrieves the pdf format.
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        const buffer = await this.customerBalanceSummaryApp.pdf(
+          tenantId,
+          filter
+        );
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': buffer.length,
+        });
+        return res.send(buffer);
+        // Retrieves the json format.
+      } else {
+        const sheet = await this.customerBalanceSummaryApp.sheet(
+          tenantId,
+          filter
+        );
+        return res.status(200).send(sheet);
       }
     } catch (error) {
       next(error);

packages/server/src/api/controllers/FinancialStatements/GeneralLedger.ts

@@ -2,20 +2,21 @@ import { Router, Request, Response, NextFunction } from 'express';
 import { query, ValidationChain } from 'express-validator';
 import { Inject, Service } from 'typedi';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
-import GeneralLedgerService from '@/services/FinancialStatements/GeneralLedger/GeneralLedgerService';
 import BaseFinancialReportController from './BaseFinancialReportController';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
+import { GeneralLedgerApplication } from '@/services/FinancialStatements/GeneralLedger/GeneralLedgerApplication';
 
 @Service()
 export default class GeneralLedgerReportController extends BaseFinancialReportController {
   @Inject()
-  generalLedgetService: GeneralLedgerService;
+  private generalLedgerApplication: GeneralLedgerApplication;
 
   /**
    * Router constructor.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -31,7 +32,7 @@ export default class GeneralLedgerReportController extends BaseFinancialReportCo
   /**
    * Validation schema.
    */
-  get validationSchema(): ValidationChain[] {
+  private get validationSchema(): ValidationChain[] {
     return [
       query('from_date').optional().isISO8601(),
       query('to_date').optional().isISO8601(),
@@ -60,21 +61,56 @@ export default class GeneralLedgerReportController extends BaseFinancialReportCo
    * @param {Request} req -
    * @param {Response} res -
    */
-  async generalLedger(req: Request, res: Response, next: NextFunction) {
-    const { tenantId, settings } = req;
+  private async generalLedger(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
     const filter = this.matchedQueryData(req);
+    const accept = this.accepts(req);
 
-    try {
-      const { data, query, meta } =
-        await this.generalLedgetService.generalLedger(tenantId, filter);
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+      ACCEPT_TYPE.APPLICATION_XLSX,
+      ACCEPT_TYPE.APPLICATION_CSV,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+    // Retrieves the table format.
+    if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
+      const table = await this.generalLedgerApplication.table(tenantId, filter);
 
-      return res.status(200).send({
-        meta: this.transfromToResponse(meta),
-        data: this.transfromToResponse(data),
-        query: this.transfromToResponse(query),
+      return res.status(200).send(table);
+      // Retrieves the csv format.
+    } else if (ACCEPT_TYPE.APPLICATION_CSV === acceptType) {
+      const buffer = await this.generalLedgerApplication.csv(tenantId, filter);
+
+      res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+      res.setHeader('Content-Type', 'text/csv');
+
+      return res.send(buffer);
+      // Retrieves the xlsx format.
+    } else if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
+      const buffer = await this.generalLedgerApplication.xlsx(tenantId, filter);
+
+      res.setHeader('Content-Disposition', 'attachment; filename=output.xlsx');
+      res.setHeader(
+        'Content-Type',
+        'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+      );
+      return res.send(buffer);
+      // Retrieves the pdf format.
+    } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent = await this.generalLedgerApplication.pdf(
+        tenantId,
+        filter
+      );
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
       });
-    } catch (error) {
-      next(error);
+      return res.send(pdfContent);
+      // Retrieves the json format.
+    } else {
+      const sheet = await this.generalLedgerApplication.sheet(tenantId, filter);
+      return res.status(200).send(sheet);
     }
   }
 }

packages/server/src/api/controllers/FinancialStatements/InventoryDetails/index.ts

@@ -8,24 +8,20 @@ import {
   ValidationChain,
 } from 'express';
 import BaseController from '@/api/controllers/BaseController';
-import InventoryDetailsService from '@/services/FinancialStatements/InventoryDetails/InventoryDetailsService';
-import InventoryDetailsTable from '@/services/FinancialStatements/InventoryDetails/InventoryDetailsTable';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
+import { InventortyDetailsApplication } from '@/services/FinancialStatements/InventoryDetails/InventoryDetailsApplication';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 
 @Service()
 export default class InventoryDetailsController extends BaseController {
   @Inject()
-  inventoryDetailsService: InventoryDetailsService;
-
-  @Inject()
-  tenancy: HasTenancyService;
+  private inventoryItemDetailsApp: InventortyDetailsApplication;
 
   /**
    * Router constructor.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -45,7 +41,7 @@ export default class InventoryDetailsController extends BaseController {
    * Balance sheet validation schecma.
    * @returns {ValidationChain[]}
    */
-  get validationSchema(): ValidationChain[] {
+  private get validationSchema(): ValidationChain[] {
     return [
       query('number_format.precision')
         .optional()
@@ -77,69 +73,76 @@ export default class InventoryDetailsController extends BaseController {
   }
 
   /**
-   * Retrieve the cashflow statment to json response.
-   * @param {ICashFlowStatement} cashFlow -
-   */
-  private transformJsonResponse(inventoryDetails) {
-    const { data, query, meta } = inventoryDetails;
-
-    return {
-      data: this.transfromToResponse(data),
-      query: this.transfromToResponse(query),
-      meta: this.transfromToResponse(meta),
-    };
-  }
-
-  /**
-   * Transformes the report statement to table rows.
-   */
-  private transformToTableRows(inventoryDetails, tenantId: number) {
-    const i18n = this.tenancy.i18n(tenantId);
-    const inventoryDetailsTable = new InventoryDetailsTable(
-      inventoryDetails,
-      i18n
-    );
-
-    return {
-      table: {
-        data: inventoryDetailsTable.tableData(),
-        columns: inventoryDetailsTable.tableColumns(),
-      },
-      query: this.transfromToResponse(inventoryDetails.query),
-      meta: this.transfromToResponse(inventoryDetails.meta),
-    };
-  }
-
-  /**
-   * Retrieve the cash flow statment.
+   * Retrieve the inventory item details sheet.
    * @param {Request} req
    * @param {Response} res
    * @param {NextFunction} next
    * @returns {Response}
    */
-  async inventoryDetails(req: Request, res: Response, next: NextFunction) {
-    const { tenantId, settings } = req;
+  private async inventoryDetails(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
     const filter = {
       ...this.matchedQueryData(req),
     };
 
     try {
-      const inventoryDetails =
-        await this.inventoryDetailsService.inventoryDetails(tenantId, filter);
-
       const accept = this.accepts(req);
-      const acceptType = accept.types(['json', 'application/json+table']);
+      const acceptType = accept.types([
+        ACCEPT_TYPE.APPLICATION_JSON,
+        ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+        ACCEPT_TYPE.APPLICATION_CSV,
+        ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
+      ]);
+      // Retrieves the csv format.
+      if (acceptType === ACCEPT_TYPE.APPLICATION_CSV) {
+        const buffer = await this.inventoryItemDetailsApp.csv(tenantId, filter);
 
-      switch (acceptType) {
-        case 'application/json+table':
-          return res
-            .status(200)
-            .send(this.transformToTableRows(inventoryDetails, tenantId));
-        case 'json':
-        default:
-          return res
-            .status(200)
-            .send(this.transformJsonResponse(inventoryDetails));
+        res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+        res.setHeader('Content-Type', 'text/csv');
+
+        return res.send(buffer);
+        // Retrieves the xlsx format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_XLSX) {
+        const buffer = await this.inventoryItemDetailsApp.xlsx(
+          tenantId,
+          filter
+        );
+        res.setHeader(
+          'Content-Disposition',
+          'attachment; filename=output.xlsx'
+        );
+        res.setHeader(
+          'Content-Type',
+          'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+        );
+        return res.send(buffer);
+        // Retrieves the json table format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_JSON_TABLE) {
+        const table = await this.inventoryItemDetailsApp.table(
+          tenantId,
+          filter
+        );
+        return res.status(200).send(table);
+        // Retrieves the pdf format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_PDF) {
+        const buffer = await this.inventoryItemDetailsApp.pdf(tenantId, filter);
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': buffer.length,
+        });
+        return res.send(buffer);
+      } else {
+        const sheet = await this.inventoryItemDetailsApp.sheet(
+          tenantId,
+          filter
+        );
+        return res.status(200).send(sheet);
       }
     } catch (error) {
       next(error);

packages/server/src/api/controllers/FinancialStatements/InventoryValuationSheet.ts

@@ -3,14 +3,15 @@ import { query, ValidationChain } from 'express-validator';
 import { Inject, Service } from 'typedi';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
 import BaseFinancialReportController from './BaseFinancialReportController';
-import InventoryValuationService from '@/services/FinancialStatements/InventoryValuationSheet/InventoryValuationSheetService';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { InventoryValuationSheetApplication } from '@/services/FinancialStatements/InventoryValuationSheet/InventoryValuationSheetApplication';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 
 @Service()
 export default class InventoryValuationReportController extends BaseFinancialReportController {
   @Inject()
-  inventoryValuationService: InventoryValuationService;
+  private inventoryValuationApp: InventoryValuationSheetApplication;
 
   /**
    * Router constructor.
@@ -71,19 +72,55 @@ export default class InventoryValuationReportController extends BaseFinancialRep
     const { tenantId } = req;
     const filter = this.matchedQueryData(req);
 
-    try {
-      const { data, query, meta } =
-        await this.inventoryValuationService.inventoryValuationSheet(
-          tenantId,
-          filter
-        );
-      return res.status(200).send({
-        meta: this.transfromToResponse(meta),
-        data: this.transfromToResponse(data),
-        query: this.transfromToResponse(query),
+    const accept = this.accepts(req);
+
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+      ACCEPT_TYPE.APPLICATION_XLSX,
+      ACCEPT_TYPE.APPLICATION_CSV,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+
+    // Retrieves the json table format.
+    if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
+      const table = await this.inventoryValuationApp.table(tenantId, filter);
+
+      return res.status(200).send(table);
+      // Retrieves the csv format.
+    } else if (ACCEPT_TYPE.APPLICATION_CSV == acceptType) {
+      const buffer = await this.inventoryValuationApp.csv(tenantId, filter);
+
+      res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+      res.setHeader('Content-Type', 'text/csv');
+
+      return res.send(buffer);
+      // Retrieves the xslx buffer format.
+    } else if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
+      const buffer = await this.inventoryValuationApp.xlsx(tenantId, filter);
+
+      res.setHeader('Content-Disposition', 'attachment; filename=output.xlsx');
+      res.setHeader(
+        'Content-Type',
+        'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+      );
+      return res.send(buffer);
+      // Retrieves the pdf format.
+    } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent = await this.inventoryValuationApp.pdf(tenantId, filter);
+
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
       });
-    } catch (error) {
-      next(error);
+      return res.status(200).send(pdfContent);
+      // Retrieves the json format.
+    } else {
+      const { data, query, meta } = await this.inventoryValuationApp.sheet(
+        tenantId,
+        filter
+      );
+      return res.status(200).send({ meta, data, query });
     }
   }
 }

packages/server/src/api/controllers/FinancialStatements/JournalSheet.ts

@@ -3,14 +3,15 @@ import { Request, Response, Router, NextFunction } from 'express';
 import { castArray } from 'lodash';
 import { query, oneOf } from 'express-validator';
 import BaseFinancialReportController from './BaseFinancialReportController';
-import JournalSheetService from '@/services/FinancialStatements/JournalSheet/JournalSheetService';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
+import { JournalSheetApplication } from '@/services/FinancialStatements/JournalSheet/JournalSheetApplication';
 
 @Service()
 export default class JournalSheetController extends BaseFinancialReportController {
   @Inject()
-  journalService: JournalSheetService;
+  private journalSheetApp: JournalSheetApplication;
 
   /**
    * Router constructor.
@@ -57,28 +58,58 @@ export default class JournalSheetController extends BaseFinancialReportControlle
    * @param {Request} req -
    * @param {Response} res -
    */
-  async journal(req: Request, res: Response, next: NextFunction) {
-    const { tenantId, settings } = req;
+  private async journal(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
     let filter = this.matchedQueryData(req);
 
     filter = {
       ...filter,
       accountsIds: castArray(filter.accountsIds),
     };
+    const accept = this.accepts(req);
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+      ACCEPT_TYPE.APPLICATION_XLSX,
+      ACCEPT_TYPE.APPLICATION_CSV,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
 
-    try {
-      const { data, query, meta } = await this.journalService.journalSheet(
-        tenantId,
-        filter
+    // Retrieves the json table format.
+    if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
+      const table = await this.journalSheetApp.table(tenantId, filter);
+      return res.status(200).send(table);
+      // Retrieves the csv format.
+    } else if (ACCEPT_TYPE.APPLICATION_CSV === acceptType) {
+      const buffer = await this.journalSheetApp.csv(tenantId, filter);
+  
+      res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+      res.setHeader('Content-Type', 'text/csv');
+
+      return res.send(buffer);
+      // Retrieves the xlsx format.
+    } else if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
+      const buffer = await this.journalSheetApp.xlsx(tenantId, filter);
+
+      res.setHeader('Content-Disposition', 'attachment; filename=output.xlsx');
+      res.setHeader(
+        'Content-Type',
+        'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
       );
+      return res.send(buffer);
+      // Retrieves the json format.
+    } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent = await this.journalSheetApp.pdf(tenantId, filter);
 
-      return res.status(200).send({
-        data: this.transfromToResponse(data),
-        query: this.transfromToResponse(query),
-        meta: this.transfromToResponse(meta),
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
       });
-    } catch (error) {
-      next(error);
+      res.send(pdfContent);
+    } else {
+      const sheet = await this.journalSheetApp.sheet(tenantId, filter);
+
+      return res.status(200).send(sheet);
     }
   }
 }

packages/server/src/api/controllers/FinancialStatements/ProfitLossSheet.ts

@@ -1,24 +1,20 @@
 import { Service, Inject } from 'typedi';
 import { Router, Request, Response, NextFunction } from 'express';
 import { query, ValidationChain } from 'express-validator';
-import ProfitLossSheetService from '@/services/FinancialStatements/ProfitLossSheet/ProfitLossSheetService';
 import BaseFinancialReportController from './BaseFinancialReportController';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
-import { ProfitLossSheetTable } from '@/services/FinancialStatements/ProfitLossSheet/ProfitLossSheetTable';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
+import { ProfitLossSheetApplication } from '@/services/FinancialStatements/ProfitLossSheet/ProfitLossSheetApplication';
 @Service()
 export default class ProfitLossSheetController extends BaseFinancialReportController {
   @Inject()
-  profitLossSheetService: ProfitLossSheetService;
-
-  @Inject()
-  tenancy: HasTenancyService;
+  private profitLossSheetApp: ProfitLossSheetApplication;
 
   /**
    * Router constructor.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -34,7 +30,7 @@ export default class ProfitLossSheetController extends BaseFinancialReportContro
   /**
    * Validation schema.
    */
-  get validationSchema(): ValidationChain[] {
+  private get validationSchema(): ValidationChain[] {
     return [
       ...this.sheetNumberFormatValidationSchema,
       query('basis').optional(),
@@ -85,37 +81,63 @@ export default class ProfitLossSheetController extends BaseFinancialReportContro
    * @param {Request} req -
    * @param {Response} res -
    */
-  async profitLossSheet(req: Request, res: Response, next: NextFunction) {
-    const { tenantId, settings } = req;
-    const i18n = this.tenancy.i18n(tenantId);
+  private async profitLossSheet(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
     const filter = this.matchedQueryData(req);
 
+    const accept = this.accepts(req);
+
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+      ACCEPT_TYPE.APPLICATION_CSV,
+      ACCEPT_TYPE.APPLICATION_XLSX,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
     try {
-      const { data, query, meta } =
-        await this.profitLossSheetService.profitLossSheet(tenantId, filter);
+      // Retrieves the csv format.
+      if (acceptType === ACCEPT_TYPE.APPLICATION_CSV) {
+        const sheet = await this.profitLossSheetApp.csv(tenantId, filter);
 
-      const accept = this.accepts(req);
-      const acceptType = accept.types(['json', 'application/json+table']);
+        res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+        res.setHeader('Content-Type', 'text/csv');
 
-      switch (acceptType) {
-        case 'application/json+table':
-          const table = new ProfitLossSheetTable(data, query, i18n);
+        return res.send(sheet);
+        // Retrieves the json table format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_JSON_TABLE) {
+        const table = await this.profitLossSheetApp.table(tenantId, filter);
 
-          return res.status(200).send({
-            table: {
-              rows: table.tableRows(),
-              columns: table.tableColumns(),
-            },
-            query,
-            meta,
-          });
-        case 'json':
-        default:
-          return res.status(200).send({
-            data,
-            query,
-            meta,
-          });
+        return res.status(200).send(table);
+        // Retrieves the xlsx format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_XLSX) {
+        const sheet = await this.profitLossSheetApp.xlsx(tenantId, filter);
+
+        res.setHeader(
+          'Content-Disposition',
+          'attachment; filename=output.xlsx'
+        );
+        res.setHeader(
+          'Content-Type',
+          'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+        );
+        return res.send(sheet);
+        // Retrieves the json format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_PDF) {
+        const pdfContent = await this.profitLossSheetApp.pdf(tenantId, filter);
+
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.send(pdfContent);
+      } else {
+        const sheet = await this.profitLossSheetApp.sheet(tenantId, filter);
+
+        return res.status(200).send(sheet);
       }
     } catch (error) {
       next(error);

packages/server/src/api/controllers/FinancialStatements/PurchasesByItem.ts

@@ -1,17 +1,18 @@
 import { Router, Request, Response, NextFunction } from 'express';
 import { query, ValidationChain } from 'express-validator';
-import moment from 'moment';
 import { Inject, Service } from 'typedi';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
 import BaseFinancialReportController from './BaseFinancialReportController';
-import PurchasesByItemsService from '@/services/FinancialStatements/PurchasesByItems/PurchasesByItemsService';
+import { PurchasesByItemsService } from '@/services/FinancialStatements/PurchasesByItems/PurchasesByItemsService';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
+import { PurcahsesByItemsApplication } from '@/services/FinancialStatements/PurchasesByItems/PurchasesByItemsApplication';
 
 @Service()
 export default class PurchasesByItemReportController extends BaseFinancialReportController {
   @Inject()
-  purchasesByItemsService: PurchasesByItemsService;
+  private purchasesByItemsApp: PurcahsesByItemsApplication;
 
   /**
    * Router constructor.
@@ -63,20 +64,56 @@ export default class PurchasesByItemReportController extends BaseFinancialReport
    * @param {Request} req -
    * @param {Response} res -
    */
-  async purchasesByItems(req: Request, res: Response, next: NextFunction) {
+  public async purchasesByItems(req: Request, res: Response) {
     const { tenantId } = req;
     const filter = this.matchedQueryData(req);
 
-    try {
-      const { data, query, meta } =
-        await this.purchasesByItemsService.purchasesByItems(tenantId, filter);
-      return res.status(200).send({
-        meta: this.transfromToResponse(meta),
-        data: this.transfromToResponse(data),
-        query: this.transfromToResponse(query),
+    const accept = this.accepts(req);
+
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+      ACCEPT_TYPE.APPLICATION_XLSX,
+      ACCEPT_TYPE.APPLICATION_CSV,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+    // JSON table response format.
+    if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
+      const table = await this.purchasesByItemsApp.table(tenantId, filter);
+
+      return res.status(200).send(table);
+      // CSV response format.
+    } else if (ACCEPT_TYPE.APPLICATION_CSV === acceptType) {
+      const buffer = await this.purchasesByItemsApp.csv(tenantId, filter);
+
+      res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+      res.setHeader('Content-Type', 'text/csv');
+
+      return res.send(buffer);
+      // Xlsx response format.
+    } else if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
+      const buffer = await this.purchasesByItemsApp.xlsx(tenantId, filter);
+
+      res.setHeader('Content-Disposition', 'attachment; filename=output.xlsx');
+      res.setHeader(
+        'Content-Type',
+        'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+      );
+      return res.send(buffer);
+      // PDF response format.
+    } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent = await this.purchasesByItemsApp.pdf(tenantId, filter);
+
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
       });
-    } catch (error) {
-      next(error);
+      return res.send(pdfContent);
+      // Json response format.
+    } else {
+      const sheet = await this.purchasesByItemsApp.sheet(tenantId, filter);
+
+      return res.status(200).send(sheet);
     }
   }
 }

packages/server/src/api/controllers/FinancialStatements/SalesByItems.ts

@@ -1,41 +1,39 @@
 import { Router, Request, Response, NextFunction } from 'express';
-import { query, ValidationChain } from 'express-validator';
-import moment from 'moment';
+import { query, ValidationChain, ValidationSchema } from 'express-validator';
 import { Inject, Service } from 'typedi';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
 import BaseFinancialReportController from './BaseFinancialReportController';
-import SalesByItemsReportService from '@/services/FinancialStatements/SalesByItems/SalesByItemsService';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
+import { SalesByItemsApplication } from '@/services/FinancialStatements/SalesByItems/SalesByItemsApplication';
 
 @Service()
 export default class SalesByItemsReportController extends BaseFinancialReportController {
   @Inject()
-  salesByItemsService: SalesByItemsReportService;
+  private salesByItemsApp: SalesByItemsApplication;
 
   /**
    * Router constructor.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
       '/',
-      CheckPolicies(
-        ReportsAction.READ_SALES_BY_ITEMS,
-        AbilitySubject.Report
-      ),
+      CheckPolicies(ReportsAction.READ_SALES_BY_ITEMS, AbilitySubject.Report),
       this.validationSchema,
       this.validationResult,
-      asyncMiddleware(this.purchasesByItems.bind(this))
+      asyncMiddleware(this.salesByItems.bind(this))
     );
     return router;
   }
 
   /**
    * Validation schema.
+   * @returns {ValidationChain[]}
    */
-  get validationSchema(): ValidationChain[] {
+  private get validationSchema(): ValidationChain[] {
     return [
       query('from_date').optional().isISO8601(),
       query('to_date').optional().isISO8601(),
@@ -63,22 +61,53 @@ export default class SalesByItemsReportController extends BaseFinancialReportCon
    * @param {Request} req -
    * @param {Response} res -
    */
-  async purchasesByItems(req: Request, res: Response, next: NextFunction) {
+  private async salesByItems(req: Request, res: Response, next: NextFunction) {
     const { tenantId } = req;
     const filter = this.matchedQueryData(req);
+    const accept = this.accepts(req);
 
-    try {
-      const { data, query, meta } = await this.salesByItemsService.salesByItems(
-        tenantId,
-        filter
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+      ACCEPT_TYPE.APPLICATION_CSV,
+      ACCEPT_TYPE.APPLICATION_XLSX,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+    // Retrieves the csv format.
+    if (ACCEPT_TYPE.APPLICATION_CSV === acceptType) {
+      const buffer = await this.salesByItemsApp.csv(tenantId, filter);
+
+      res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+      res.setHeader('Content-Type', 'text/csv');
+
+      return res.send(buffer);
+      // Retrieves the json table format.
+    } else if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
+      const table = await this.salesByItemsApp.table(tenantId, filter);
+
+      return res.status(200).send(table);
+      // Retrieves the xlsx format.
+    } else if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
+      const buffer = this.salesByItemsApp.xlsx(tenantId, filter);
+
+      res.setHeader('Content-Disposition', 'attachment; filename=output.xlsx');
+      res.setHeader(
+        'Content-Type',
+        'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
       );
-      return res.status(200).send({
-        meta: this.transfromToResponse(meta),
-        data: this.transfromToResponse(data),
-        query: this.transfromToResponse(query),
+      return res.send(buffer);
+      // Retrieves the json format.
+    } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent = await this.salesByItemsApp.pdf(tenantId, filter);
+
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
       });
-    } catch (error) {
-      next(error);
+      return res.send(pdfContent);
+    } else {
+      const sheet = await this.salesByItemsApp.sheet(tenantId, filter);
+      return res.status(200).send(sheet);
     }
   }
 }

packages/server/src/api/controllers/FinancialStatements/SalesTaxLiabilitySummary/index.ts

@@ -0,0 +1,122 @@
+import { Inject } from 'typedi';
+import { Router, Request, Response, NextFunction } from 'express';
+import { query } from 'express-validator';
+import asyncMiddleware from '@/api/middleware/asyncMiddleware';
+import BaseFinancialReportController from '../BaseFinancialReportController';
+import { AbilitySubject, ReportsAction } from '@/interfaces';
+import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { SalesTaxLiabilitySummaryApplication } from '@/services/FinancialStatements/SalesTaxLiabilitySummary/SalesTaxLiabilitySummaryApplication';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
+
+export default class SalesTaxLiabilitySummary extends BaseFinancialReportController {
+  @Inject()
+  private salesTaxLiabilitySummaryApp: SalesTaxLiabilitySummaryApplication;
+
+  /**
+   * Router constructor.
+   */
+  public router() {
+    const router = Router();
+
+    router.get(
+      '/',
+      CheckPolicies(
+        ReportsAction.READ_SALES_TAX_LIABILITY_SUMMARY,
+        AbilitySubject.Report
+      ),
+      this.validationSchema,
+      asyncMiddleware(this.salesTaxLiabilitySummary.bind(this))
+    );
+    return router;
+  }
+
+  /**
+   * Validation schema.
+   * @returns {ValidationChain[]}
+   */
+  private get validationSchema() {
+    return [
+      query('from_date').optional().isISO8601(),
+      query('to_date').optional().isISO8601(),
+    ];
+  }
+
+  /*
+   * Retrieves the sales tax liability summary.
+   * @param {Request} req -
+   * @param {Response} res -
+   * @param {NextFunction} next -
+   */
+  private async salesTaxLiabilitySummary(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const filter = this.matchedQueryData(req);
+
+    try {
+      const accept = this.accepts(req);
+      const acceptType = accept.types([
+        ACCEPT_TYPE.APPLICATION_JSON,
+        ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+        ACCEPT_TYPE.APPLICATION_CSV,
+        ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
+      ]);
+
+      // Retrieves the json table format.
+      if (acceptType === ACCEPT_TYPE.APPLICATION_JSON_TABLE) {
+        const table = await this.salesTaxLiabilitySummaryApp.table(
+          tenantId,
+          filter
+        );
+        return res.status(200).send(table);
+        // Retrieves the xlsx format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_XLSX) {
+        const buffer = await this.salesTaxLiabilitySummaryApp.xlsx(
+          tenantId,
+          filter
+        );
+        res.setHeader(
+          'Content-Disposition',
+          'attachment; filename=output.xlsx'
+        );
+        res.setHeader(
+          'Content-Type',
+          'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+        );
+        return res.send(buffer);
+        // Retrieves the csv format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_CSV) {
+        const buffer = await this.salesTaxLiabilitySummaryApp.csv(
+          tenantId,
+          filter
+        );
+        res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+        res.setHeader('Content-Type', 'text/csv');
+
+        return res.send(buffer);
+        // Retrieves the json format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_PDF) {
+        const pdfContent = await this.salesTaxLiabilitySummaryApp.pdf(
+          tenantId,
+          filter
+        );
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.status(200).send(pdfContent);
+      } else {
+        const sheet = await this.salesTaxLiabilitySummaryApp.sheet(
+          tenantId,
+          filter
+        );
+        return res.status(200).send(sheet);
+      }
+    } catch (error) {
+      next(error);
+    }
+  }
+}

packages/server/src/api/controllers/FinancialStatements/TransactionsByCustomers/index.ts

@@ -1,30 +1,22 @@
 import { Router, Request, Response, NextFunction } from 'express';
 import { query } from 'express-validator';
 import { Inject, Service } from 'typedi';
-import {
-  AbilitySubject,
-  ITransactionsByCustomersStatement,
-  ReportsAction,
-} from '@/interfaces';
+import { AbilitySubject, ReportsAction } from '@/interfaces';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
 import BaseFinancialReportController from '../BaseFinancialReportController';
-import TransactionsByCustomersService from '@/services/FinancialStatements/TransactionsByCustomer/TransactionsByCustomersService';
-import TransactionsByCustomersTableRows from '@/services/FinancialStatements/TransactionsByCustomer/TransactionsByCustomersTableRows';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { TransactionsByCustomerApplication } from '@/services/FinancialStatements/TransactionsByCustomer/TransactionsByCustomersApplication';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 
 @Service()
 export default class TransactionsByCustomersReportController extends BaseFinancialReportController {
   @Inject()
-  transactionsByCustomersService: TransactionsByCustomersService;
-
-  @Inject()
-  tenancy: HasTenancyService;
+  private transactionsByCustomersApp: TransactionsByCustomerApplication;
 
   /**
    * Router constructor.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -58,45 +50,13 @@ export default class TransactionsByCustomersReportController extends BaseFinanci
     ];
   }
 
-  /**
-   * Transformes the statement to table rows response.
-   * @param {ITransactionsByCustomersStatement} statement -
-   */
-  private transformToTableResponse(customersTransactions, tenantId) {
-    const i18n = this.tenancy.i18n(tenantId);
-    const table = new TransactionsByCustomersTableRows(
-      customersTransactions,
-      i18n
-    );
-    return {
-      table: {
-        rows: table.tableRows(),
-      },
-    };
-  }
-
-  /**
-   * Transformes the statement to json response.
-   * @param {ITransactionsByCustomersStatement} statement -
-   */
-  private transfromToJsonResponse(
-    data,
-    columns
-  ): ITransactionsByCustomersStatement {
-    return {
-      data: this.transfromToResponse(data),
-      columns: this.transfromToResponse(columns),
-      query: this.transfromToResponse(query),
-    };
-  }
-
   /**
    * Retrieve payable aging summary report.
    * @param {Request} req -
    * @param {Response} res -
    * @param {NextFunction} next -
    */
-  async transactionsByCustomers(
+  private async transactionsByCustomers(
     req: Request,
     res: Response,
     next: NextFunction
@@ -104,25 +64,62 @@ export default class TransactionsByCustomersReportController extends BaseFinanci
     const { tenantId } = req;
     const filter = this.matchedQueryData(req);
 
+    const accept = this.accepts(req);
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+      ACCEPT_TYPE.APPLICATION_CSV,
+      ACCEPT_TYPE.APPLICATION_XLSX,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
     try {
-      const report =
-        await this.transactionsByCustomersService.transactionsByCustomers(
+      // Retrieves the json table format.
+      if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
+        const table = await this.transactionsByCustomersApp.table(
           tenantId,
           filter
         );
-      const accept = this.accepts(req);
-      const acceptType = accept.types(['json', 'application/json+table']);
+        return res.status(200).send(table);
+        // Retrieve the csv format.
+      } else if (ACCEPT_TYPE.APPLICATION_CSV === acceptType) {
+        const csv = await this.transactionsByCustomersApp.csv(tenantId, filter);
 
-      switch (acceptType) {
-        case 'json':
-          return res
-            .status(200)
-            .send(this.transfromToJsonResponse(report.data, report.columns));
-        case 'application/json+table':
-        default:
-          return res
-            .status(200)
-            .send(this.transformToTableResponse(report.data, tenantId));
+        res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+        res.setHeader('Content-Type', 'text/csv');
+
+        return res.send(csv);
+        // Retrieve the xlsx format.
+      } else if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
+        const buffer = await this.transactionsByCustomersApp.xlsx(
+          tenantId,
+          filter
+        );
+        res.setHeader(
+          'Content-Disposition',
+          'attachment; filename=output.xlsx'
+        );
+        res.setHeader(
+          'Content-Type',
+          'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+        );
+        return res.send(buffer);
+        // Retrieve the json format.
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        const pdfContent = await this.transactionsByCustomersApp.pdf(
+          tenantId,
+          filter
+        );
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.send(pdfContent);
+      } else {
+        const sheet = await this.transactionsByCustomersApp.sheet(
+          tenantId,
+          filter
+        );
+        return res.status(200).send(sheet);
       }
     } catch (error) {
       next(error);

packages/server/src/api/controllers/FinancialStatements/TransactionsByVendors/index.ts

@@ -3,27 +3,19 @@ import { query, ValidationChain } from 'express-validator';
 import { Inject } from 'typedi';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
 import BaseFinancialReportController from '../BaseFinancialReportController';
-import TransactionsByVendorsTableRows from '@/services/FinancialStatements/TransactionsByVendor/TransactionsByVendorTableRows';
-import TransactionsByVendorsService from '@/services/FinancialStatements/TransactionsByVendor/TransactionsByVendorService';
-import {
-  AbilitySubject,
-  ITransactionsByVendorsStatement,
-  ReportsAction,
-} from '@/interfaces';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
+import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
+import { TransactionsByVendorApplication } from '@/services/FinancialStatements/TransactionsByVendor/TransactionsByVendorApplication';
 
 export default class TransactionsByVendorsReportController extends BaseFinancialReportController {
   @Inject()
-  transactionsByVendorsService: TransactionsByVendorsService;
-
-  @Inject()
-  tenancy: HasTenancyService;
+  private transactionsByVendorsApp: TransactionsByVendorApplication;
 
   /**
    * Router constructor.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -42,7 +34,7 @@ export default class TransactionsByVendorsReportController extends BaseFinancial
   /**
    * Validation schema.
    */
-  get validationSchema(): ValidationChain[] {
+  private get validationSchema(): ValidationChain[] {
     return [
       ...this.sheetNumberFormatValidationSchema,
 
@@ -58,64 +50,76 @@ export default class TransactionsByVendorsReportController extends BaseFinancial
     ];
   }
 
-  /**
-   * Transformes the report statement to table rows.
-   * @param {ITransactionsByVendorsStatement} statement -
-   */
-  private transformToTableRows(tenantId: number, transactions: any[]) {
-    const i18n = this.tenancy.i18n(tenantId);
-    const table = new TransactionsByVendorsTableRows(transactions, i18n);
-
-    return {
-      table: {
-        data: table.tableRows(),
-      },
-    };
-  }
-
-  /**
-   * Transformes the report statement to json response.
-   * @param {ITransactionsByVendorsStatement} statement -
-   */
-  private transformToJsonResponse({
-    data,
-    columns,
-    query,
-  }: ITransactionsByVendorsStatement) {
-    return {
-      data: this.transfromToResponse(data),
-      columns: this.transfromToResponse(columns),
-      query: this.transfromToResponse(query),
-    };
-  }
-
   /**
    * Retrieve payable aging summary report.
    * @param {Request} req -
    * @param {Response} res -
    * @param {NextFunction} next -
    */
-  async transactionsByVendors(req: Request, res: Response, next: NextFunction) {
+  private async transactionsByVendors(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
     const { tenantId } = req;
     const filter = this.matchedQueryData(req);
 
     try {
-      const report =
-        await this.transactionsByVendorsService.transactionsByVendors(
+      const accept = this.accepts(req);
+      const acceptType = accept.types([
+        ACCEPT_TYPE.APPLICATION_JSON,
+        ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+        ACCEPT_TYPE.APPLICATION_CSV,
+        ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
+      ]);
+
+      // Retrieves the xlsx format.
+      if (ACCEPT_TYPE.APPLICATION_XLSX === acceptType) {
+        const buffer = await this.transactionsByVendorsApp.xlsx(
           tenantId,
           filter
         );
-      const accept = this.accepts(req);
-      const acceptType = accept.types(['json', 'application/json+table']);
-
-      switch (acceptType) {
-        case 'application/json+table':
-          return res
-            .status(200)
-            .send(this.transformToTableRows(tenantId, report.data));
-        case 'json':
-        default:
-          return res.status(200).send(this.transformToJsonResponse(report));
+        res.setHeader('Content-Type', 'application/vnd.openxmlformats');
+        res.setHeader(
+          'Content-Disposition',
+          'attachment; filename=report.xlsx'
+        );
+        return res.send(buffer);
+        // Retrieves the csv format.
+      } else if (ACCEPT_TYPE.APPLICATION_CSV === acceptType) {
+        const buffer = await this.transactionsByVendorsApp.csv(
+          tenantId,
+          filter
+        );
+        res.setHeader('Content-Type', 'text/csv');
+        res.setHeader('Content-Disposition', 'attachment; filename=report.csv');
+        return res.send(buffer);
+        // Retrieves the json table format.
+      } else if (ACCEPT_TYPE.APPLICATION_JSON_TABLE === acceptType) {
+        const table = await this.transactionsByVendorsApp.table(
+          tenantId,
+          filter
+        );
+        return res.status(200).send(table);
+        // Retrieves the pdf format.
+      } else if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+        const pdfContent = await this.transactionsByVendorsApp.pdf(
+          tenantId,
+          filter
+        );
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.send(pdfContent);
+        // Retrieves the json format.
+      } else {
+        const sheet = await this.transactionsByVendorsApp.sheet(
+          tenantId,
+          filter
+        );
+        return res.status(200).send(sheet);
       }
     } catch (error) {
       next(error);

packages/server/src/api/controllers/FinancialStatements/TrialBalanceSheet.ts

@@ -3,20 +3,21 @@ import { Request, Response, Router, NextFunction } from 'express';
 import { query, ValidationChain } from 'express-validator';
 import { castArray } from 'lodash';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
-import TrialBalanceSheetService from '@/services/FinancialStatements/TrialBalanceSheet/TrialBalanceSheetService';
 import BaseFinancialReportController from './BaseFinancialReportController';
 import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { TrialBalanceSheetApplication } from '@/services/FinancialStatements/TrialBalanceSheet/TrialBalanceSheetApplication';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 
 @Service()
 export default class TrialBalanceSheetController extends BaseFinancialReportController {
   @Inject()
-  trialBalanceSheetService: TrialBalanceSheetService;
+  private trialBalanceSheetApp: TrialBalanceSheetApplication;
 
   /**
    * Router constructor.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -36,7 +37,7 @@ export default class TrialBalanceSheetController extends BaseFinancialReportCont
    * Validation schema.
    * @return {ValidationChain[]}
    */
-  get trialBalanceSheetValidationSchema(): ValidationChain[] {
+  private get trialBalanceSheetValidationSchema(): ValidationChain[] {
     return [
       ...this.sheetNumberFormatValidationSchema,
       query('basis').optional(),
@@ -59,28 +60,74 @@ export default class TrialBalanceSheetController extends BaseFinancialReportCont
   /**
    * Retrieve the trial balance sheet.
    */
-  public async trialBalanceSheet(
+  private async trialBalanceSheet(
     req: Request,
     res: Response,
     next: NextFunction
   ) {
-    const { tenantId, settings } = req;
+    const { tenantId } = req;
     let filter = this.matchedQueryData(req);
 
     filter = {
       ...filter,
       accountsIds: castArray(filter.accountsIds),
     };
-
     try {
-      const { data, query, meta } =
-        await this.trialBalanceSheetService.trialBalanceSheet(tenantId, filter);
+      const accept = this.accepts(req);
 
-      return res.status(200).send({
-        data: this.transfromToResponse(data),
-        query: this.transfromToResponse(query),
-        meta: this.transfromToResponse(meta),
-      });
+      const acceptType = accept.types([
+        ACCEPT_TYPE.APPLICATION_JSON,
+        ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+        ACCEPT_TYPE.APPLICATION_CSV,
+        ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
+      ]);
+      // Retrieves in json table format.
+      if (acceptType === ACCEPT_TYPE.APPLICATION_JSON_TABLE) {
+        const { table, meta, query } = await this.trialBalanceSheetApp.table(
+          tenantId,
+          filter
+        );
+        return res.status(200).send({ table, meta, query });
+        // Retrieves in xlsx format
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_XLSX) {
+        const buffer = await this.trialBalanceSheetApp.xlsx(tenantId, filter);
+        res.setHeader(
+          'Content-Disposition',
+          'attachment; filename=output.xlsx'
+        );
+        res.setHeader(
+          'Content-Type',
+          'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+        );
+        return res.send(buffer);
+        // Retrieves in csv format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_CSV) {
+        const buffer = await this.trialBalanceSheetApp.csv(tenantId, filter);
+
+        res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+        res.setHeader('Content-Type', 'text/csv');
+
+        return res.send(buffer);
+        // Retrieves in pdf format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_PDF) {
+        const pdfContent = await this.trialBalanceSheetApp.pdf(
+          tenantId,
+          filter
+        );
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        res.send(pdfContent);
+        // Retrieves in json format.
+      } else {
+        const { data, query, meta } = await this.trialBalanceSheetApp.sheet(
+          tenantId,
+          filter
+        );
+        return res.status(200).send({ data, query, meta });
+      }
     } catch (error) {
       next(error);
     }

packages/server/src/api/controllers/FinancialStatements/VendorBalanceSummary/index.ts

@@ -3,27 +3,19 @@ import { query } from 'express-validator';
 import { Inject } from 'typedi';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
 import BaseFinancialReportController from '../BaseFinancialReportController';
-import VendorBalanceSummaryTableRows from '@/services/FinancialStatements/VendorBalanceSummary/VendorBalanceSummaryTableRows';
-import VendorBalanceSummaryService from '@/services/FinancialStatements/VendorBalanceSummary/VendorBalanceSummaryService';
-import {
-  AbilitySubject,
-  IVendorBalanceSummaryStatement,
-  ReportsAction,
-} from '@/interfaces';
+import { AbilitySubject, ReportsAction } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
+import { VendorBalanceSummaryApplication } from '@/services/FinancialStatements/VendorBalanceSummary/VendorBalanceSummaryApplication';
 
 export default class VendorBalanceSummaryReportController extends BaseFinancialReportController {
   @Inject()
-  vendorBalanceSummaryService: VendorBalanceSummaryService;
-
-  @Inject()
-  tenancy: HasTenancyService;
+  private vendorBalanceSummaryApp: VendorBalanceSummaryApplication;
 
   /**
    * Router constructor.
    */
-  router() {
+  public router() {
     const router = Router();
 
     router.get(
@@ -41,7 +33,7 @@ export default class VendorBalanceSummaryReportController extends BaseFinancialR
   /**
    * Validation schema.
    */
-  get validationSchema() {
+  private get validationSchema() {
     return [
       ...this.sheetNumberFormatValidationSchema,
       query('as_date').optional().isISO8601(),
@@ -59,73 +51,74 @@ export default class VendorBalanceSummaryReportController extends BaseFinancialR
     ];
   }
 
-  /**
-   * Transformes the report statement to table rows.
-   * @param {IVendorBalanceSummaryStatement} statement -
-   */
-  private transformToTableRows(
-    tenantId: number,
-    { data, query }: IVendorBalanceSummaryStatement
-  ) {
-    const i18n = this.tenancy.i18n(tenantId);
-    const tableData = new VendorBalanceSummaryTableRows(
-      data,
-      query,
-      i18n
-    );
-    return {
-      table: {
-        columns: tableData.tableColumns(),
-        data: tableData.tableRows(),
-      },
-      query,
-    };
-  }
-
-  /**
-   * Transformes the report statement to raw json.
-   * @param {IVendorBalanceSummaryStatement} statement -
-   */
-  private transformToJsonResponse({
-    data,
-    columns,
-  }: IVendorBalanceSummaryStatement) {
-    return {
-      data: this.transfromToResponse(data),
-      columns: this.transfromToResponse(columns),
-      query: this.transfromToResponse(query),
-    };
-  }
-
   /**
    * Retrieve vendors balance summary.
    * @param {Request} req -
    * @param {Response} res -
    * @param {NextFunction} next -
    */
-  async vendorBalanceSummary(req: Request, res: Response, next: NextFunction) {
-    const { tenantId, settings } = req;
+  public async vendorBalanceSummary(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
     const filter = this.matchedQueryData(req);
 
     try {
-      const vendorBalanceSummary =
-        await this.vendorBalanceSummaryService.vendorBalanceSummary(
+      const accept = this.accepts(req);
+      const acceptType = accept.types([
+        ACCEPT_TYPE.APPLICATION_JSON,
+        ACCEPT_TYPE.APPLICATION_JSON_TABLE,
+        ACCEPT_TYPE.APPLICATION_CSV,
+        ACCEPT_TYPE.APPLICATION_XLSX,
+        ACCEPT_TYPE.APPLICATION_PDF,
+      ]);
+
+      // Retrieves the csv format.
+      if (acceptType === ACCEPT_TYPE.APPLICATION_CSV) {
+        const buffer = await this.vendorBalanceSummaryApp.csv(tenantId, filter);
+
+        res.setHeader('Content-Disposition', 'attachment; filename=output.csv');
+        res.setHeader('Content-Type', 'text/csv');
+
+        return res.send(buffer);
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_XLSX) {
+        const buffer = await this.vendorBalanceSummaryApp.xlsx(
           tenantId,
           filter
         );
-      const accept = this.accepts(req);
-      const acceptType = accept.types(['json', 'application/json+table']);
-
-      switch (acceptType) {
-        case 'application/json+table':
-          return res
-            .status(200)
-            .send(this.transformToTableRows(tenantId, vendorBalanceSummary));
-        case 'json':
-        default:
-          return res
-            .status(200)
-            .send(this.transformToJsonResponse(vendorBalanceSummary));
+        res.setHeader(
+          'Content-Disposition',
+          'attachment; filename=output.xlsx'
+        );
+        res.setHeader('Content-Type', 'application/vnd.openxmlformats');
+        return res.send(buffer);
+        // Retrieves the json table format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_JSON_TABLE) {
+        const table = await this.vendorBalanceSummaryApp.table(
+          tenantId,
+          filter
+        );
+        return res.status(200).send(table);
+        // Retrieves the pdf format.
+      } else if (acceptType === ACCEPT_TYPE.APPLICATION_PDF) {
+        const pdfContent = await this.vendorBalanceSummaryApp.pdf(
+          tenantId,
+          filter
+        );
+        res.set({
+          'Content-Type': 'application/pdf',
+          'Content-Length': pdfContent.length,
+        });
+        return res.send(pdfContent);
+        // Retrieves the json format.
+      } else {
+        const sheet = await this.vendorBalanceSummaryApp.sheet(
+          tenantId,
+          filter
+        );
+        return res.status(200).send(sheet);
       }
     } catch (error) {
       next(error);

packages/server/src/api/controllers/Import/ImportController.ts

@@ -0,0 +1,250 @@
+import { Inject, Service } from 'typedi';
+import { Router, Request, Response, NextFunction } from 'express';
+import { body, param, query } from 'express-validator';
+import { defaultTo } from 'lodash';
+import BaseController from '@/api/controllers/BaseController';
+import { ServiceError } from '@/exceptions';
+import { ImportResourceApplication } from '@/services/Import/ImportResourceApplication';
+import { uploadImportFile } from './_utils';
+import { parseJsonSafe } from '@/utils/parse-json-safe';
+
+@Service()
+export class ImportController extends BaseController {
+  @Inject()
+  private importResourceApp: ImportResourceApplication;
+
+  /**
+   * Router constructor method.
+   */
+  router() {
+    const router = Router();
+
+    router.post(
+      '/file',
+      uploadImportFile.single('file'),
+      this.importValidationSchema,
+      this.validationResult,
+      this.asyncMiddleware(this.fileUpload.bind(this)),
+      this.catchServiceErrors
+    );
+    router.post(
+      '/:import_id/import',
+      this.asyncMiddleware(this.import.bind(this)),
+      this.catchServiceErrors
+    );
+    router.post(
+      '/:import_id/mapping',
+      [
+        param('import_id').exists().isString(),
+        body('mapping').exists().isArray({ min: 1 }),
+        body('mapping.*.group').optional(),
+        body('mapping.*.from').exists(),
+        body('mapping.*.to').exists(),
+      ],
+      this.validationResult,
+      this.asyncMiddleware(this.mapping.bind(this)),
+      this.catchServiceErrors
+    );
+    router.get(
+      '/sample',
+      [query('resource').exists(), query('format').optional()],
+      this.validationResult,
+      this.downloadImportSample.bind(this),
+      this.catchServiceErrors
+    );
+    router.get(
+      '/:import_id',
+      this.asyncMiddleware(this.getImportFileMeta.bind(this)),
+      this.catchServiceErrors
+    );
+    router.get(
+      '/:import_id/preview',
+      this.asyncMiddleware(this.preview.bind(this)),
+      this.catchServiceErrors
+    );
+    return router;
+  }
+
+  /**
+   * Import validation schema.
+   * @returns {ValidationSchema[]}
+   */
+  private get importValidationSchema() {
+    return [body('resource').exists(), body('params').optional()];
+  }
+
+  /**
+   * Imports xlsx/csv to the given resource type.
+   * @param {Request} req -
+   * @param {Response} res -
+   * @param {NextFunction} next -
+   */
+  private async fileUpload(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const body = this.matchedBodyData(req);
+    const params = defaultTo(parseJsonSafe(body.params), {});
+
+    try {
+      const data = await this.importResourceApp.import(
+        tenantId,
+        body.resource,
+        req.file.filename,
+        params
+      );
+      return res.status(200).send(data);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Maps the columns of the imported file.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async mapping(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const { import_id: importId } = req.params;
+    const body = this.matchedBodyData(req);
+
+    try {
+      const mapping = await this.importResourceApp.mapping(
+        tenantId,
+        importId,
+        body?.mapping
+      );
+      return res.status(200).send(mapping);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Preview the imported file before actual importing.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async preview(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const { import_id: importId } = req.params;
+
+    try {
+      const preview = await this.importResourceApp.preview(tenantId, importId);
+
+      return res.status(200).send(preview);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Importing the imported file to the application storage.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async import(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const { import_id: importId } = req.params;
+
+    try {
+      const result = await this.importResourceApp.process(tenantId, importId);
+
+      return res.status(200).send(result);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the csv/xlsx sample sheet of the given resource name.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async downloadImportSample(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { format, resource } = this.matchedQueryData(req);
+
+    try {
+      const result = this.importResourceApp.sample(tenantId, resource, format);
+
+      return res.status(200).send(result);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the import file meta.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async getImportFileMeta(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { import_id: importId } = req.params;
+
+    try {
+      const result = await this.importResourceApp.importMeta(
+        tenantId,
+        importId
+      );
+      return res.status(200).send(result);
+    } 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) {
+      if (error.errorType === 'INVALID_MAP_ATTRS') {
+        return res.status(400).send({
+          errors: [{ type: 'INVALID_MAP_ATTRS' }],
+        });
+      }
+      if (error.errorType === 'DUPLICATED_FROM_MAP_ATTR') {
+        return res.status(400).send({
+          errors: [{ type: 'DUPLICATED_FROM_MAP_ATTR' }],
+        });
+      }
+      if (error.errorType === 'DUPLICATED_TO_MAP_ATTR') {
+        return res.status(400).send({
+          errors: [{ type: 'DUPLICATED_TO_MAP_ATTR' }],
+        });
+      }
+      if (error.errorType === 'IMPORTED_FILE_EXTENSION_INVALID') {
+        return res.status(400).send({
+          errors: [{ type: 'IMPORTED_FILE_EXTENSION_INVALID' }],
+        });
+      }
+      return res.status(400).send({
+        errors: [{ type: error.errorType }],
+      });
+    }
+
+    next(error);
+  }
+}

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

@@ -0,0 +1,32 @@
+import Multer from 'multer';
+import { ServiceError } from '@/exceptions';
+
+export function allowSheetExtensions(req, file, cb) {
+  if (
+    file.mimetype !== 'text/csv' &&
+    file.mimetype !== 'application/vnd.ms-excel' &&
+    file.mimetype !==
+      'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+  ) {
+    cb(new ServiceError('IMPORTED_FILE_EXTENSION_INVALID'));
+    return;
+  }
+  cb(null, true);
+}
+
+const storage = Multer.diskStorage({
+  destination: function (req, file, cb) {
+    cb(null, './public/imports');
+  },
+  filename: function (req, file, cb) {
+    // Add the creation timestamp to clean up temp files later.
+    const uniqueSuffix = Date.now() + '-' + Math.round(Math.random() * 1e9);
+    cb(null, uniqueSuffix);
+  },
+});
+
+export const uploadImportFile = Multer({
+  storage,
+  limits: { fileSize: 5 * 1024 * 1024 },
+  fileFilter: allowSheetExtensions,
+});

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

@@ -149,6 +149,11 @@ export default class ItemsController extends BaseController {
         .trim()
         .escape()
         .isLength({ max: DATATYPES_LENGTH.TEXT }),
+      check('sell_tax_rate_id').optional({ nullable: true }).isInt().toInt(),
+      check('purchase_tax_rate_id')
+        .optional({ nullable: true })
+        .isInt()
+        .toInt(),
       check('category_id')
         .optional({ nullable: true })
         .isInt({ min: 0, max: DATATYPES_LENGTH.INT_10 })
@@ -508,6 +513,28 @@ export default class ItemsController extends BaseController {
           ],
         });
       }
+      if (error.errorType === 'PURCHASE_TAX_RATE_NOT_FOUND') {
+        return res.status(400).send({
+          errors: [
+            {
+              type: 'PURCHASE_TAX_RATE_NOT_FOUND',
+              message: 'Purchase tax rate has not found.',
+              code: 410,
+            },
+          ],
+        });
+      }
+      if (error.errorType === 'SELL_TAX_RATE_NOT_FOUND') {
+        return res.status(400).send({
+          errors: [
+            {
+              type: 'SELL_TAX_RATE_NOT_FOUND',
+              message: 'Sell tax rate is not found.',
+              code: 420,
+            },
+          ],
+        });
+      }
     }
     next(error);
   }

packages/server/src/api/controllers/Items/index.ts

@@ -6,7 +6,7 @@ import ItemTransactionsController from './ItemsTransactions';
 
 @Service()
 export default class ItemsBaseController {
-  router() {
+  public router() {
     const router = Router();
 
     router.use('/', Container.get(ItemsController).router());

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

@@ -31,14 +31,14 @@ export default class OrganizationController extends BaseController {
 
     router.post(
       '/build',
-      this.organizationValidationSchema,
+      this.buildOrganizationValidationSchema,
       this.validationResult,
       asyncMiddleware(this.build.bind(this)),
       this.handleServiceErrors.bind(this)
     );
     router.put(
       '/',
-      this.organizationValidationSchema,
+      this.updateOrganizationValidationSchema,
       this.validationResult,
       this.asyncMiddleware(this.updateOrganization.bind(this)),
       this.handleServiceErrors.bind(this)
@@ -55,7 +55,7 @@ export default class OrganizationController extends BaseController {
    * Organization setup schema.
    * @return {ValidationChain[]}
    */
-  private get organizationValidationSchema(): ValidationChain[] {
+  private get commonOrganizationValidationSchema(): ValidationChain[] {
     return [
       check('name').exists().trim(),
       check('industry').optional({ nullable: true }).isString().trim().escape(),
@@ -68,6 +68,29 @@ export default class OrganizationController extends BaseController {
     ];
   }
 
+  /**
+   * Build organization validation schema.
+   * @returns {ValidationChain[]}
+   */
+  private get buildOrganizationValidationSchema(): ValidationChain[] {
+    return [...this.commonOrganizationValidationSchema];
+  }
+
+  /**
+   * Update organization validation schema.
+   * @returns {ValidationChain[]}
+   */
+  private get updateOrganizationValidationSchema(): ValidationChain[] {
+    return [
+      ...this.commonOrganizationValidationSchema,
+      check('tax_number')
+        .optional({ nullable: true })
+        .isString()
+        .trim()
+        .escape(),
+    ];
+  }
+
   /**
    * Builds tenant database and migrate database schema.
    * @param {Request} req - Express request.

packages/server/src/api/controllers/Purchases/Bills.ts

@@ -115,12 +115,14 @@ export default class BillsController extends BaseController {
       check('note').optional().trim().escape(),
       check('open').default(false).isBoolean().toBoolean(),
 
+      check('is_inclusive_tax').default(false).isBoolean().toBoolean(),
+
       check('entries').isArray({ min: 1 }),
 
       check('entries.*.index').exists().isNumeric().toInt(),
       check('entries.*.item_id').exists().isNumeric().toInt(),
       check('entries.*.rate').exists().isNumeric().toFloat(),
-      check('entries.*.quantity').exists().isNumeric().toFloat(),
+      check('entries.*.quantity').exists().isNumeric().toInt(),
       check('entries.*.discount')
         .optional({ nullable: true })
         .isNumeric()
@@ -137,6 +139,15 @@ export default class BillsController extends BaseController {
         .optional({ nullable: true })
         .isNumeric()
         .toInt(),
+      check('entries.*.tax_code')
+        .optional({ nullable: true })
+        .trim()
+        .escape()
+        .isString(),
+      check('entries.*.tax_rate_id')
+        .optional({ nullable: true })
+        .isNumeric()
+        .toInt(),
     ];
   }
 
@@ -292,7 +303,7 @@ export default class BillsController extends BaseController {
     try {
       const bill = await this.billsApplication.getBill(tenantId, billId);
 
-      return res.status(200).send(this.transfromToResponse({ bill }));
+      return res.status(200).send({ bill });
     } catch (error) {
       next(error);
     }
@@ -337,14 +348,11 @@ export default class BillsController extends BaseController {
     };
 
     try {
-      const { bills, pagination, filterMeta } =
-        await this.billsApplication.getBills(tenantId, filter);
-
-      return res.status(200).send({
-        bills: this.transfromToResponse(bills),
-        pagination: this.transfromToResponse(pagination),
-        filter_meta: this.transfromToResponse(filterMeta),
-      });
+      const billsWithPagination = await this.billsApplication.getBills(
+        tenantId,
+        filter
+      );
+      return res.status(200).send(billsWithPagination);
     } catch (error) {
       next(error);
     }
@@ -542,6 +550,26 @@ export default class BillsController extends BaseController {
           ],
         });
       }
+      if (error.errorType === 'ITEM_ENTRY_TAX_RATE_CODE_NOT_FOUND') {
+        return res.boom.badRequest(null, {
+          errors: [{ type: 'ITEM_ENTRY_TAX_RATE_CODE_NOT_FOUND', code: 1800 }],
+        });
+      }
+      if (error.errorType === 'ITEM_ENTRY_TAX_RATE_ID_NOT_FOUND') {
+        return res.boom.badRequest(null, {
+          errors: [{ type: 'ITEM_ENTRY_TAX_RATE_ID_NOT_FOUND', code: 1900 }],
+        });
+      }
+      if (error.errorType === 'BILL_AMOUNT_SMALLER_THAN_PAID_AMOUNT') {
+        return res.boom.badRequest(null, {
+          errors: [
+            {
+              type: 'BILL_AMOUNT_SMALLER_THAN_PAID_AMOUNT',
+              code: 2000,
+            },
+          ],
+        });
+      }
     }
     next(error);
   }

packages/server/src/api/controllers/Purchases/BillsPayments.ts

@@ -121,7 +121,7 @@ export default class BillsPayments extends BaseController {
       check('entries').exists().isArray({ min: 1 }),
       check('entries.*.index').optional().isNumeric().toInt(),
       check('entries.*.bill_id').exists().isNumeric().toInt(),
-      check('entries.*.payment_amount').exists().isNumeric().toInt(),
+      check('entries.*.payment_amount').exists().isNumeric().toFloat(),
     ];
   }
 
@@ -158,15 +158,11 @@ export default class BillsPayments extends BaseController {
     const { tenantId } = req;
     const { vendorId } = this.matchedQueryData(req);
 
-    try {
-      const entries = await this.billPaymentsPages.getNewPageEntries(
-        tenantId,
-        vendorId
-      );
-      return res.status(200).send({
-        entries: this.transfromToResponse(entries),
-      });
-    } catch (error) {}
+    const entries = await this.billPaymentsPages.getNewPageEntries(
+      tenantId,
+      vendorId
+    );
+    return res.status(200).send({ entries });
   }
 
   /**
@@ -183,16 +179,12 @@ export default class BillsPayments extends BaseController {
     const { id: paymentReceiveId } = req.params;
 
     try {
-      const { billPayment, entries } =
+      const billPaymentsWithEditEntries =
         await this.billPaymentsPages.getBillPaymentEditPage(
           tenantId,
           paymentReceiveId
         );
-
-      return res.status(200).send({
-        bill_payment: this.transfromToResponse(billPayment),
-        entries: this.transfromToResponse(entries),
-      });
+      return res.status(200).send(billPaymentsWithEditEntries);
     } catch (error) {
       next(error);
     }
@@ -304,9 +296,7 @@ export default class BillsPayments extends BaseController {
         tenantId,
         billPaymentId
       );
-      return res.status(200).send({
-        bill_payment: this.transfromToResponse(billPayment),
-      });
+      return res.status(200).send({ billPayment });
     } catch (error) {
       next(error);
     }
@@ -359,17 +349,12 @@ export default class BillsPayments extends BaseController {
     };
 
     try {
-      const { billPayments, pagination, filterMeta } =
+      const billPaymentsWithPagination =
         await this.billPaymentsApplication.getBillPayments(
           tenantId,
           billPaymentsFilter
         );
-
-      return res.status(200).send({
-        bill_payments: this.transfromToResponse(billPayments),
-        pagination: this.transfromToResponse(pagination),
-        filter_meta: this.transfromToResponse(filterMeta),
-      });
+      return res.status(200).send(billPaymentsWithPagination);
     } catch (error) {
       next(error);
     }

packages/server/src/api/controllers/Purchases/VendorCredit.ts

@@ -173,7 +173,7 @@ export default class VendorCreditController extends BaseController {
       check('entries.*.index').exists().isNumeric().toInt(),
       check('entries.*.item_id').exists().isNumeric().toInt(),
       check('entries.*.rate').exists().isNumeric().toFloat(),
-      check('entries.*.quantity').exists().isNumeric().toFloat(),
+      check('entries.*.quantity').exists().isNumeric().toInt(),
       check('entries.*.discount')
         .optional({ nullable: true })
         .isNumeric()
@@ -211,12 +211,11 @@ export default class VendorCreditController extends BaseController {
       check('branch_id').optional({ nullable: true }).isNumeric().toInt(),
 
       check('entries').isArray({ min: 1 }),
-
       check('entries.*.id').optional().isNumeric().toInt(),
       check('entries.*.index').exists().isNumeric().toInt(),
       check('entries.*.item_id').exists().isNumeric().toInt(),
       check('entries.*.rate').exists().isNumeric().toFloat(),
-      check('entries.*.quantity').exists().isNumeric().toFloat(),
+      check('entries.*.quantity').exists().isNumeric().toInt(),
       check('entries.*.discount')
         .optional({ nullable: true })
         .isNumeric()
@@ -298,8 +297,7 @@ export default class VendorCreditController extends BaseController {
     try {
       const vendorCredit = await this.createVendorCreditService.newVendorCredit(
         tenantId,
-        vendorCreditCreateDTO,
-        user
+        vendorCreditCreateDTO
       );
 
       return res.status(200).send({
@@ -321,20 +319,19 @@ export default class VendorCreditController extends BaseController {
     res: Response,
     next: NextFunction
   ) => {
-    const { id: billId } = req.params;
+    const { id: vendorCreditId } = req.params;
     const { tenantId, user } = req;
     const vendorCreditEditDTO: IVendorCreditEditDTO = this.matchedBodyData(req);
 
     try {
       await this.editVendorCreditService.editVendorCredit(
         tenantId,
-        billId,
-        vendorCreditEditDTO,
-        user
+        vendorCreditId,
+        vendorCreditEditDTO
       );
 
       return res.status(200).send({
-        id: billId,
+        id: vendorCreditId,
         message: 'The vendor credit has been edited successfully.',
       });
     } catch (error) {

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

@@ -26,6 +26,7 @@ import GetCreditNoteAssociatedInvoicesToApply from '@/services/CreditNotes/GetCr
 import GetCreditNoteAssociatedAppliedInvoices from '@/services/CreditNotes/GetCreditNoteAssociatedAppliedInvoices';
 import GetRefundCreditTransaction from '@/services/CreditNotes/GetRefundCreditNoteTransaction';
 import GetCreditNotePdf from '../../../services/CreditNotes/GetCreditNotePdf';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 /**
  * Credit notes controller.
  * @service
@@ -222,7 +223,7 @@ export default class PaymentReceivesController extends BaseController {
       check('entries.*.index').exists().isNumeric().toInt(),
       check('entries.*.item_id').exists().isNumeric().toInt(),
       check('entries.*.rate').exists().isNumeric().toFloat(),
-      check('entries.*.quantity').exists().isNumeric().toFloat(),
+      check('entries.*.quantity').exists().isNumeric().toInt(),
       check('entries.*.discount')
         .optional({ nullable: true })
         .isNumeric()
@@ -293,7 +294,7 @@ export default class PaymentReceivesController extends BaseController {
     return [
       check('from_account_id').exists().isNumeric().toInt(),
       check('description').optional(),
-      
+
       check('amount').exists().isNumeric().toFloat(),
       check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
 
@@ -337,8 +338,7 @@ export default class PaymentReceivesController extends BaseController {
     try {
       const creditNote = await this.createCreditNoteService.newCreditNote(
         tenantId,
-        creditNoteDTO,
-        user
+        creditNoteDTO
       );
       return res.status(200).send({
         id: creditNote.id,
@@ -438,7 +438,7 @@ export default class PaymentReceivesController extends BaseController {
   };
 
   /**
-   * Retrieve the payment receive details.
+   * Retrieve the credit note details.
    * @param {Request} req
    * @param {Response} res
    * @param {NextFunction} next
@@ -451,38 +451,28 @@ export default class PaymentReceivesController extends BaseController {
     const { tenantId } = req;
     const { id: creditNoteId } = req.params;
 
-    try {
+    const accept = this.accepts(req);
+
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+    if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent = await this.creditNotePdf.getCreditNotePdf(
+        tenantId,
+        creditNoteId
+      );
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      res.send(pdfContent);
+    } else {
       const creditNote = await this.getCreditNoteService.getCreditNote(
         tenantId,
         creditNoteId
       );
-      const ACCEPT_TYPE = {
-        APPLICATION_PDF: 'application/pdf',
-        APPLICATION_JSON: 'application/json',
-      };
-      // Response formatter.
-      res.format({
-        // Json content type.
-        [ACCEPT_TYPE.APPLICATION_JSON]: () => {
-          return res
-            .status(200)
-            .send({ credit_note: this.transfromToResponse(creditNote) });
-        },
-        // Pdf content type.
-        [ACCEPT_TYPE.APPLICATION_PDF]: async () => {
-          const pdfContent = await this.creditNotePdf.getCreditNotePdf(
-            tenantId,
-            creditNote
-          );
-          res.set({
-            'Content-Type': 'application/pdf',
-            'Content-Length': pdfContent.length,
-          });
-          res.send(pdfContent);
-        },
-      });
-    } catch (error) {
-      next(error);
+      return res.status(200).send({ creditNote });
     }
   };
 

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

@@ -1,10 +1,11 @@
 import { Inject, Service } from 'typedi';
 import { Router, Request, Response, NextFunction } from 'express';
-import { check, param, query, ValidationChain } from 'express-validator';
+import { body, check, param, query, ValidationChain } from 'express-validator';
 import {
   AbilitySubject,
   IPaymentReceiveDTO,
   PaymentReceiveAction,
+  PaymentReceiveMailOptsDTO,
 } from '@/interfaces';
 import BaseController from '@/api/controllers/BaseController';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
@@ -13,6 +14,7 @@ import DynamicListingService from '@/services/DynamicListing/DynamicListService'
 import { PaymentReceivesApplication } from '@/services/Sales/PaymentReceives/PaymentReceivesApplication';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { ServiceError } from '@/exceptions';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 
 @Service()
 export default class PaymentReceivesController extends BaseController {
@@ -117,6 +119,25 @@ export default class PaymentReceivesController extends BaseController {
       asyncMiddleware(this.deletePaymentReceive.bind(this)),
       this.handleServiceErrors
     );
+    router.post(
+      '/:id/mail',
+      [
+        ...this.paymentReceiveValidation,
+        body('subject').isString().optional(),
+        body('from').isString().optional(),
+        body('to').isString().optional(),
+        body('body').isString().optional(),
+        body('attach_invoice').optional().isBoolean().toBoolean(),
+      ],
+      this.sendPaymentReceiveByMail.bind(this),
+      this.handleServiceErrors
+    );
+    router.get(
+      '/:id/mail',
+      [...this.paymentReceiveValidation],
+      asyncMiddleware(this.getPaymentDefaultMail.bind(this)),
+      this.handleServiceErrors
+    );
     return router;
   }
 
@@ -142,7 +163,7 @@ export default class PaymentReceivesController extends BaseController {
       check('entries.*.id').optional({ nullable: true }).isNumeric().toInt(),
       check('entries.*.index').optional().isNumeric().toInt(),
       check('entries.*.invoice_id').exists().isNumeric().toInt(),
-      check('entries.*.payment_amount').exists().isNumeric().toInt(),
+      check('entries.*.payment_amount').exists().isNumeric().toFloat(),
     ];
   }
 
@@ -328,17 +349,12 @@ export default class PaymentReceivesController extends BaseController {
     };
 
     try {
-      const { paymentReceives, pagination, filterMeta } =
+      const paymentsReceivedWithPagination =
         await this.paymentReceiveApplication.getPaymentReceives(
           tenantId,
           filter
         );
-
-      return res.status(200).send({
-        payment_receives: this.transfromToResponse(paymentReceives),
-        pagination: this.transfromToResponse(pagination),
-        filter_meta: this.transfromToResponse(filterMeta),
-      });
+      return res.status(200).send(paymentsReceivedWithPagination);
     } catch (error) {
       next(error);
     }
@@ -415,38 +431,34 @@ export default class PaymentReceivesController extends BaseController {
     const { tenantId } = req;
     const { id: paymentReceiveId } = req.params;
 
-    try {
+    const accept = this.accepts(req);
+
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+    // Response in pdf format.
+    if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const pdfContent =
+        await this.paymentReceiveApplication.getPaymentReceivePdf(
+          tenantId,
+          paymentReceiveId
+        );
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      res.send(pdfContent);
+      // Response in json format.
+    } else {
       const paymentReceive =
         await this.paymentReceiveApplication.getPaymentReceive(
           tenantId,
           paymentReceiveId
         );
-
-      const ACCEPT_TYPE = {
-        APPLICATION_PDF: 'application/pdf',
-        APPLICATION_JSON: 'application/json',
-      };
-      res.format({
-        [ACCEPT_TYPE.APPLICATION_JSON]: () => {
-          return res.status(200).send({
-            payment_receive: this.transfromToResponse(paymentReceive),
-          });
-        },
-        [ACCEPT_TYPE.APPLICATION_PDF]: async () => {
-          const pdfContent =
-            await this.paymentReceiveApplication.getPaymentReceivePdf(
-              tenantId,
-              paymentReceive
-            );
-          res.set({
-            'Content-Type': 'application/pdf',
-            'Content-Length': pdfContent.length,
-          });
-          res.send(pdfContent);
-        },
+      return res.status(200).send({
+        payment_receive: paymentReceive,
       });
-    } catch (error) {
-      next(error);
     }
   }
 
@@ -480,7 +492,7 @@ export default class PaymentReceivesController extends BaseController {
   };
 
   /**
-   *
+   * Retrieves the sms details of the given payment receive.
    * @param {Request} req
    * @param {Response} res
    * @param {NextFunction} next
@@ -508,13 +520,73 @@ export default class PaymentReceivesController extends BaseController {
   };
 
   /**
-   * Handles service errors.
-   * @param error
-   * @param req
-   * @param res
-   * @param next
+   * Sends mail invoice of the given sale invoice.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
    */
-  handleServiceErrors(
+  public sendPaymentReceiveByMail = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: paymentReceiveId } = req.params;
+    const paymentMailDTO: PaymentReceiveMailOptsDTO = this.matchedBodyData(
+      req,
+      {
+        includeOptionals: false,
+      }
+    );
+
+    try {
+      await this.paymentReceiveApplication.notifyPaymentByMail(
+        tenantId,
+        paymentReceiveId,
+        paymentMailDTO
+      );
+      return res.status(200).send({
+        code: 200,
+        message: 'The payment notification has been sent successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Retrieves the default mail options of the given payment transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public getPaymentDefaultMail = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: paymentReceiveId } = req.params;
+
+    try {
+      const data = await this.paymentReceiveApplication.getPaymentMailOptions(
+        tenantId,
+        paymentReceiveId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Handles service errors.
+   * @param {Error} error
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private handleServiceErrors(
     error: Error,
     req: Request,
     res: Response,

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

@@ -1,10 +1,11 @@
 import { Router, Request, Response, NextFunction } from 'express';
-import { check, param, query } from 'express-validator';
+import { body, check, param, query } from 'express-validator';
 import { Inject, Service } from 'typedi';
 import {
   AbilitySubject,
   ISaleEstimateDTO,
   SaleEstimateAction,
+  SaleEstimateMailOptionsDTO,
 } from '@/interfaces';
 import BaseController from '@/api/controllers/BaseController';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
@@ -121,6 +122,27 @@ export default class SalesEstimatesController extends BaseController {
       this.handleServiceErrors,
       this.dynamicListService.handlerErrorsToResponse
     );
+    router.post(
+      '/:id/mail',
+      [
+        ...this.validateSpecificEstimateSchema,
+        body('subject').isString().optional(),
+        body('from').isString().optional(),
+        body('to').isString().optional(),
+        body('body').isString().optional(),
+        body('attach_invoice').optional().isBoolean().toBoolean(),
+      ],
+      this.validationResult,
+      asyncMiddleware(this.sendSaleEstimateMail.bind(this)),
+      this.handleServiceErrors
+    );
+    router.get(
+      '/:id/mail',
+      [...this.validateSpecificEstimateSchema],
+      this.validationResult,
+      asyncMiddleware(this.getSaleEstimateMail.bind(this)),
+      this.handleServiceErrors
+    );
     return router;
   }
 
@@ -312,7 +334,6 @@ export default class SalesEstimatesController extends BaseController {
         tenantId,
         estimateId
       );
-
       return res.status(200).send({
         id: estimateId,
         message: 'The sale estimate has been approved successfully.',
@@ -341,7 +362,6 @@ export default class SalesEstimatesController extends BaseController {
         tenantId,
         estimateId
       );
-
       return res.status(200).send({
         id: estimateId,
         message: 'The sale estimate has been rejected successfully.',
@@ -361,33 +381,30 @@ export default class SalesEstimatesController extends BaseController {
     const { id: estimateId } = req.params;
     const { tenantId } = req;
 
-    try {
+    const accept = this.accepts(req);
+
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+    // Retrieves estimate in pdf format.
+    if (ACCEPT_TYPE.APPLICATION_PDF == acceptType) {
+      const pdfContent = await this.saleEstimatesApplication.getSaleEstimatePdf(
+        tenantId,
+        estimateId
+      );
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      res.send(pdfContent);
+      // Retrieves estimates in json format.
+    } else {
       const estimate = await this.saleEstimatesApplication.getSaleEstimate(
         tenantId,
         estimateId
       );
-      // Response formatter.
-      res.format({
-        // JSON content type.
-        [ACCEPT_TYPE.APPLICATION_JSON]: () => {
-          return res.status(200).send(this.transfromToResponse({ estimate }));
-        },
-        // PDF content type.
-        [ACCEPT_TYPE.APPLICATION_PDF]: async () => {
-          const pdfContent =
-            await this.saleEstimatesApplication.getSaleEstimatePdf(
-              tenantId,
-              estimate
-            );
-          res.set({
-            'Content-Type': 'application/pdf',
-            'Content-Length': pdfContent.length,
-          });
-          res.send(pdfContent);
-        },
-      });
-    } catch (error) {
-      next(error);
+      return res.status(200).send({ estimate });
     }
   }
 
@@ -405,22 +422,11 @@ export default class SalesEstimatesController extends BaseController {
       pageSize: 12,
       ...this.matchedQueryData(req),
     };
-
     try {
-      const { salesEstimates, pagination, filterMeta } =
+      const salesEstimatesWithPagination =
         await this.saleEstimatesApplication.getSaleEstimates(tenantId, filter);
 
-      res.format({
-        [ACCEPT_TYPE.APPLICATION_JSON]: () => {
-          return res.status(200).send(
-            this.transfromToResponse({
-              salesEstimates,
-              pagination,
-              filterMeta,
-            })
-          );
-        },
-      });
+      return res.status(200).send(salesEstimatesWithPagination);
     } catch (error) {
       next(error);
     }
@@ -478,6 +484,65 @@ export default class SalesEstimatesController extends BaseController {
     }
   };
 
+  /**
+   * Send the sale estimate mail.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private sendSaleEstimateMail = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: invoiceId } = req.params;
+    const saleEstimateDTO: SaleEstimateMailOptionsDTO = this.matchedBodyData(
+      req,
+      {
+        includeOptionals: false,
+      }
+    );
+    try {
+      await this.saleEstimatesApplication.sendSaleEstimateMail(
+        tenantId,
+        invoiceId,
+        saleEstimateDTO
+      );
+      return res.status(200).send({
+        code: 200,
+        message: 'The sale estimate mail has been sent successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Retrieves the default mail options of the given sale estimate.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private getSaleEstimateMail = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: invoiceId } = req.params;
+
+    try {
+      const data = await this.saleEstimatesApplication.getSaleEstimateMail(
+        tenantId,
+        invoiceId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
   /**
    * Handles service errors.
    * @param {Error} error

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

@@ -1,5 +1,5 @@
 import { Router, Request, Response, NextFunction } from 'express';
-import { check, param, query } from 'express-validator';
+import { body, check, param, query } from 'express-validator';
 import { Service, Inject } from 'typedi';
 import BaseController from '../BaseController';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
@@ -10,14 +10,12 @@ import {
   ISaleInvoiceCreateDTO,
   SaleInvoiceAction,
   AbilitySubject,
+  SendInvoiceMailDTO,
 } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { SaleInvoiceApplication } from '@/services/Sales/Invoices/SaleInvoicesApplication';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 
-const ACCEPT_TYPE = {
-  APPLICATION_PDF: 'application/pdf',
-  APPLICATION_JSON: 'application/json',
-};
 @Service()
 export default class SaleInvoicesController extends BaseController {
   @Inject()
@@ -145,6 +143,48 @@ export default class SaleInvoicesController extends BaseController {
       this.handleServiceErrors,
       this.dynamicListService.handlerErrorsToResponse
     );
+    router.get(
+      '/:id/mail-reminder',
+      this.specificSaleInvoiceValidation,
+      this.validationResult,
+      asyncMiddleware(this.getSaleInvoiceMailReminder.bind(this)),
+      this.handleServiceErrors
+    );
+    router.post(
+      '/:id/mail-reminder',
+      [
+        ...this.specificSaleInvoiceValidation,
+        body('subject').isString().optional(),
+        body('from').isString().optional(),
+        body('to').isString().optional(),
+        body('body').isString().optional(),
+        body('attach_invoice').optional().isBoolean().toBoolean(),
+      ],
+      this.validationResult,
+      asyncMiddleware(this.sendSaleInvoiceMailReminder.bind(this)),
+      this.handleServiceErrors
+    );
+    router.post(
+      '/:id/mail',
+      [
+        ...this.specificSaleInvoiceValidation,
+        body('subject').isString().optional(),
+        body('from').isString().optional(),
+        body('to').isString().optional(),
+        body('body').isString().optional(),
+        body('attach_invoice').optional().isBoolean().toBoolean(),
+      ],
+      this.validationResult,
+      asyncMiddleware(this.sendSaleInvoiceMail.bind(this)),
+      this.handleServiceErrors
+    );
+    router.get(
+      '/:id/mail',
+      [...this.specificSaleInvoiceValidation],
+      this.validationResult,
+      asyncMiddleware(this.getSaleInvoiceMail.bind(this)),
+      this.handleServiceErrors
+    );
     return router;
   }
 
@@ -169,8 +209,9 @@ export default class SaleInvoicesController extends BaseController {
       check('branch_id').optional({ nullable: true }).isNumeric().toInt(),
       check('project_id').optional({ nullable: true }).isNumeric().toInt(),
 
-      check('entries').exists().isArray({ min: 1 }),
+      check('is_inclusive_tax').optional().isBoolean().toBoolean(),
 
+      check('entries').exists().isArray({ min: 1 }),
       check('entries.*.index').exists().isNumeric().toInt(),
       check('entries.*.item_id').exists().isNumeric().toInt(),
       check('entries.*.rate').exists().isNumeric().toFloat(),
@@ -183,6 +224,15 @@ export default class SaleInvoicesController extends BaseController {
         .optional({ nullable: true })
         .trim()
         .escape(),
+      check('entries.*.tax_code')
+        .optional({ nullable: true })
+        .trim()
+        .escape()
+        .isString(),
+      check('entries.*.tax_rate_id')
+        .optional({ nullable: true })
+        .isNumeric()
+        .toInt(),
       check('entries.*.warehouse_id')
         .optional({ nullable: true })
         .isNumeric()
@@ -350,7 +400,6 @@ export default class SaleInvoicesController extends BaseController {
         saleInvoiceId,
         user
       );
-
       return res.status(200).send({
         id: saleInvoiceId,
         message: 'The sale invoice has been deleted successfully.',
@@ -365,43 +414,35 @@ export default class SaleInvoicesController extends BaseController {
    * @param {Request} req - Request object.
    * @param {Response} res - Response object.
    */
-  private async getSaleInvoice(
-    req: Request,
-    res: Response,
-    next: NextFunction
-  ) {
+  private async getSaleInvoice(req: Request, res: Response) {
     const { id: saleInvoiceId } = req.params;
     const { tenantId, user } = req;
 
-    try {
+    const accept = this.accepts(req);
+
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+    // Retrieves invoice in pdf format.
+    if (ACCEPT_TYPE.APPLICATION_PDF == acceptType) {
+      const pdfContent = await this.saleInvoiceApplication.saleInvoicePdf(
+        tenantId,
+        saleInvoiceId
+      );
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      res.send(pdfContent);
+      // Retrieves invoice in json format.
+    } else {
       const saleInvoice = await this.saleInvoiceApplication.getSaleInvoice(
         tenantId,
         saleInvoiceId,
         user
       );
-      // Response formatter.
-      res.format({
-        // JSON content type.
-        [ACCEPT_TYPE.APPLICATION_JSON]: () => {
-          return res
-            .status(200)
-            .send(this.transfromToResponse({ saleInvoice }));
-        },
-        // PDF content type.
-        [ACCEPT_TYPE.APPLICATION_PDF]: async () => {
-          const pdfContent = await this.saleInvoiceApplication.saleInvoicePdf(
-            tenantId,
-            saleInvoice
-          );
-          res.set({
-            'Content-Type': 'application/pdf',
-            'Content-Length': pdfContent.length,
-          });
-          res.send(pdfContent);
-        },
-      });
-    } catch (error) {
-      next(error);
+      return res.status(200).send({ saleInvoice });
     }
   }
   /**
@@ -424,14 +465,10 @@ export default class SaleInvoicesController extends BaseController {
       ...this.matchedQueryData(req),
     };
     try {
-      const { salesInvoices, filterMeta, pagination } =
+      const salesInvoicesWithPagination =
         await this.saleInvoiceApplication.getSaleInvoices(tenantId, filter);
 
-      return res.status(200).send({
-        sales_invoices: this.transfromToResponse(salesInvoices),
-        pagination: this.transfromToResponse(pagination),
-        filter_meta: this.transfromToResponse(filterMeta),
-      });
+      return res.status(200).send(salesInvoicesWithPagination);
     } catch (error) {
       next(error);
     }
@@ -458,9 +495,7 @@ export default class SaleInvoicesController extends BaseController {
           tenantId,
           customerId
         );
-      return res.status(200).send({
-        sales_invoices: this.transfromToResponse(salesInvoices),
-      });
+      return res.status(200).send({ salesInvoices });
     } catch (error) {
       next(error);
     }
@@ -488,7 +523,6 @@ export default class SaleInvoicesController extends BaseController {
         invoiceId,
         writeoffDTO
       );
-
       return res.status(200).send({
         id: saleInvoice.id,
         message: 'The given sale invoice has been written-off successfully.',
@@ -620,6 +654,119 @@ export default class SaleInvoicesController extends BaseController {
     }
   };
 
+  /**
+   * Sends mail invoice of the given sale invoice.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public async sendSaleInvoiceMail(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { id: invoiceId } = req.params;
+    const invoiceMailDTO: SendInvoiceMailDTO = this.matchedBodyData(req, {
+      includeOptionals: false,
+    });
+
+    try {
+      await this.saleInvoiceApplication.sendSaleInvoiceMail(
+        tenantId,
+        invoiceId,
+        invoiceMailDTO
+      );
+      return res.status(200).send({
+        code: 200,
+        message: 'The sale invoice mail has been sent successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retreivers the sale invoice reminder options.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public async getSaleInvoiceMailReminder(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { id: invoiceId } = req.params;
+
+    try {
+      const data = await this.saleInvoiceApplication.getSaleInvoiceMailReminder(
+        tenantId,
+        invoiceId
+      );
+      return res.status(200).send(data);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Sends mail invoice of the given sale invoice.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public async sendSaleInvoiceMailReminder(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { id: invoiceId } = req.params;
+    const invoiceMailDTO: SendInvoiceMailDTO = this.matchedBodyData(req, {
+      includeOptionals: false,
+    });
+    try {
+      await this.saleInvoiceApplication.sendSaleInvoiceMailReminder(
+        tenantId,
+        invoiceId,
+        invoiceMailDTO
+      );
+      return res.status(200).send({
+        code: 200,
+        message: 'The sale invoice mail reminder has been sent successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the default mail options of the given sale invoice.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public async getSaleInvoiceMail(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { id: invoiceId } = req.params;
+
+    try {
+      const data = await this.saleInvoiceApplication.getSaleInvoiceMail(
+        tenantId,
+        invoiceId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  }
+
   /**
    * Handles service errors.
    * @param {Error} error
@@ -756,6 +903,16 @@ export default class SaleInvoicesController extends BaseController {
           ],
         });
       }
+      if (error.errorType === 'ITEM_ENTRY_TAX_RATE_CODE_NOT_FOUND') {
+        return res.boom.badRequest(null, {
+          errors: [{ type: 'ITEM_ENTRY_TAX_RATE_CODE_NOT_FOUND', code: 5000 }],
+        });
+      }
+      if (error.errorType === 'ITEM_ENTRY_TAX_RATE_ID_NOT_FOUND') {
+        return res.boom.badRequest(null, {
+          errors: [{ type: 'ITEM_ENTRY_TAX_RATE_ID_NOT_FOUND', code: 5100 }],
+        });
+      }
     }
     next(error);
   }

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

@@ -1,14 +1,19 @@
 import { Router, Request, Response, NextFunction } from 'express';
-import { check, param, query } from 'express-validator';
+import { body, check, param, query } from 'express-validator';
 import { Inject, Service } from 'typedi';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
 import BaseController from '../BaseController';
-import { ISaleReceiptDTO } from '@/interfaces/SaleReceipt';
+import {
+  ISaleReceiptDTO,
+  SaleReceiptMailOpts,
+  SaleReceiptMailOptsDTO,
+} from '@/interfaces/SaleReceipt';
 import { ServiceError } from '@/exceptions';
 import DynamicListingService from '@/services/DynamicListing/DynamicListService';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { AbilitySubject, SaleReceiptAction } from '@/interfaces';
 import { SaleReceiptApplication } from '@/services/Sales/Receipts/SaleReceiptApplication';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 
 @Service()
 export default class SalesReceiptsController extends BaseController {
@@ -46,6 +51,27 @@ export default class SalesReceiptsController extends BaseController {
       this.saleReceiptSmsDetails,
       this.handleServiceErrors
     );
+    router.post(
+      '/:id/mail',
+      [
+        ...this.specificReceiptValidationSchema,
+        body('subject').isString().optional(),
+        body('from').isString().optional(),
+        body('to').isString().optional(),
+        body('body').isString().optional(),
+        body('attach_receipt').optional().isBoolean().toBoolean(),
+      ],
+      this.validationResult,
+      asyncMiddleware(this.sendSaleReceiptMail.bind(this)),
+      this.handleServiceErrors
+    );
+    router.get(
+      '/:id/mail',
+      [...this.specificReceiptValidationSchema],
+      this.validationResult,
+      asyncMiddleware(this.getSaleReceiptMail.bind(this)),
+      this.handleServiceErrors
+    );
     router.post(
       '/:id',
       CheckPolicies(SaleReceiptAction.Edit, AbilitySubject.SaleReceipt),
@@ -117,7 +143,7 @@ export default class SalesReceiptsController extends BaseController {
       check('entries.*.index').exists().isNumeric().toInt(),
       check('entries.*.item_id').exists().isNumeric().toInt(),
       check('entries.*.quantity').exists().isNumeric().toInt(),
-      check('entries.*.rate').exists().isNumeric().toInt(),
+      check('entries.*.rate').exists().isNumeric().toFloat(),
       check('entries.*.discount')
         .optional({ nullable: true })
         .isNumeric()
@@ -205,7 +231,6 @@ export default class SalesReceiptsController extends BaseController {
         tenantId,
         saleReceiptId
       );
-
       return res.status(200).send({
         id: saleReceiptId,
         message: 'Sale receipt has been deleted successfully.',
@@ -294,15 +319,10 @@ export default class SalesReceiptsController extends BaseController {
       ...this.matchedQueryData(req),
     };
     try {
-      const { data, pagination, filterMeta } =
+      const salesReceiptsWithPagination =
         await this.saleReceiptsApplication.getSaleReceipts(tenantId, filter);
 
-      const response = this.transfromToResponse({
-        data,
-        pagination,
-        filterMeta,
-      });
-      return res.status(200).send(response);
+      return res.status(200).send(salesReceiptsWithPagination);
     } catch (error) {
       next(error);
     }
@@ -314,36 +334,34 @@ export default class SalesReceiptsController extends BaseController {
    * @param {Response} res
    * @param {NextFunction} next
    */
-  async getSaleReceipt(req: Request, res: Response, next: NextFunction) {
+  public async getSaleReceipt(req: Request, res: Response) {
     const { id: saleReceiptId } = req.params;
     const { tenantId } = req;
 
-    try {
+    const accept = this.accepts(req);
+
+    const acceptType = accept.types([
+      ACCEPT_TYPE.APPLICATION_JSON,
+      ACCEPT_TYPE.APPLICATION_PDF,
+    ]);
+    // Retrieves receipt in pdf format.
+    if (ACCEPT_TYPE.APPLICATION_PDF == acceptType) {
+      const pdfContent = await this.saleReceiptsApplication.getSaleReceiptPdf(
+        tenantId,
+        saleReceiptId
+      );
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+      });
+      res.send(pdfContent);
+      // Retrieves receipt in json format.
+    } else {
       const saleReceipt = await this.saleReceiptsApplication.getSaleReceipt(
         tenantId,
         saleReceiptId
       );
-      res.format({
-        'application/json': () => {
-          return res
-            .status(200)
-            .send(this.transfromToResponse({ saleReceipt }));
-        },
-        'application/pdf': async () => {
-          const pdfContent =
-            await this.saleReceiptsApplication.getSaleReceiptPdf(
-              tenantId,
-              saleReceipt
-            );
-          res.set({
-            'Content-Type': 'application/pdf',
-            'Content-Length': pdfContent.length,
-          });
-          res.send(pdfContent);
-        },
-      });
-    } catch (error) {
-      next(error);
+      return res.status(200).send({ saleReceipt });
     }
   }
 
@@ -405,6 +423,64 @@ export default class SalesReceiptsController extends BaseController {
     }
   };
 
+  /**
+   * Sends mail notification of the given sale receipt.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public sendSaleReceiptMail = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: receiptId } = req.params;
+    const receiptMailDTO: SaleReceiptMailOptsDTO = this.matchedBodyData(req, {
+      includeOptionals: false,
+    });
+
+    try {
+      await this.saleReceiptsApplication.sendSaleReceiptMail(
+        tenantId,
+        receiptId,
+        receiptMailDTO
+      );
+      return res.status(200).send({
+        code: 200,
+        message:
+          'The sale receipt notification via sms has been sent successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  /**
+   * Retrieves the default mail options of the given sale receipt.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public getSaleReceiptMail = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: receiptId } = req.params;
+
+    try {
+      const data = await this.saleReceiptsApplication.getSaleReceiptMail(
+        tenantId,
+        receiptId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
   /**
    * Handles service errors.
    * @param {Error} error

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

@@ -0,0 +1,278 @@
+import { Inject, Service } from 'typedi';
+import { Router, Request, Response } from 'express';
+import { body, param } from 'express-validator';
+import BaseController from '@/api/controllers/BaseController';
+import asyncMiddleware from '@/api/middleware/asyncMiddleware';
+import { TaxRatesApplication } from '@/services/TaxRates/TaxRatesApplication';
+import CheckAbilities from '@/api/middleware/CheckPolicies';
+import { ServiceError } from '@/exceptions';
+import { ERRORS } from '@/services/TaxRates/constants';
+import { AbilitySubject, TaxRateAction } from '@/interfaces';
+
+@Service()
+export class TaxRatesController extends BaseController {
+  @Inject()
+  private taxRatesApplication: TaxRatesApplication;
+
+  /**
+   * Router constructor.
+   */
+  public router() {
+    const router = Router();
+
+    router.post(
+      '/',
+      CheckAbilities(TaxRateAction.CREATE, AbilitySubject.TaxRate),
+      this.taxRateValidationSchema,
+      this.validationResult,
+      asyncMiddleware(this.createTaxRate.bind(this)),
+      this.handleServiceErrors
+    );
+    router.post(
+      '/:id',
+      CheckAbilities(TaxRateAction.EDIT, AbilitySubject.TaxRate),
+      [param('id').exists().toInt(), ...this.taxRateValidationSchema],
+      this.validationResult,
+      asyncMiddleware(this.editTaxRate.bind(this)),
+      this.handleServiceErrors
+    );
+    router.post(
+      '/:id/active',
+      CheckAbilities(TaxRateAction.EDIT, AbilitySubject.TaxRate),
+      [param('id').exists().toInt()],
+      this.validationResult,
+      asyncMiddleware(this.activateTaxRate.bind(this)),
+      this.handleServiceErrors
+    );
+    router.post(
+      '/:id/inactive',
+      CheckAbilities(TaxRateAction.EDIT, AbilitySubject.TaxRate),
+      [param('id').exists().toInt()],
+      this.validationResult,
+      asyncMiddleware(this.inactivateTaxRate.bind(this)),
+      this.handleServiceErrors
+    );
+    router.delete(
+      '/:id',
+      CheckAbilities(TaxRateAction.DELETE, AbilitySubject.TaxRate),
+      [param('id').exists().toInt()],
+      this.validationResult,
+      asyncMiddleware(this.deleteTaxRate.bind(this)),
+      this.handleServiceErrors
+    );
+    router.get(
+      '/:id',
+      CheckAbilities(TaxRateAction.VIEW, AbilitySubject.TaxRate),
+      [param('id').exists().toInt()],
+      this.validationResult,
+      asyncMiddleware(this.getTaxRate.bind(this)),
+      this.handleServiceErrors
+    );
+    router.get(
+      '/',
+      CheckAbilities(TaxRateAction.VIEW, AbilitySubject.TaxRate),
+      this.validationResult,
+      asyncMiddleware(this.getTaxRates.bind(this)),
+      this.handleServiceErrors
+    );
+    return router;
+  }
+
+  /**
+   * Tax rate validation schema.
+   */
+  private get taxRateValidationSchema() {
+    return [
+      body('name').exists(),
+      body('code').exists().isString(),
+      body('rate').exists().isNumeric().toFloat(),
+      body('description').optional().trim().isString(),
+      body('is_non_recoverable').optional().isBoolean().default(false),
+      body('is_compound').optional().isBoolean().default(false),
+      body('active').optional().isBoolean().default(false),
+    ];
+  }
+
+  /**
+   * Creates a new tax rate.
+   * @param {Request} req -
+   * @param {Response} res -
+   */
+  public async createTaxRate(req: Request, res: Response, next) {
+    const { tenantId } = req;
+    const createTaxRateDTO = this.matchedBodyData(req);
+
+    try {
+      const taxRate = await this.taxRatesApplication.createTaxRate(
+        tenantId,
+        createTaxRateDTO
+      );
+      return res.status(200).send({
+        data: taxRate,
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Edits the given tax rate.
+   * @param {Request} req -
+   * @param {Response} res -
+   */
+  public async editTaxRate(req: Request, res: Response, next) {
+    const { tenantId } = req;
+    const editTaxRateDTO = this.matchedBodyData(req);
+    const { id: taxRateId } = req.params;
+
+    try {
+      const taxRate = await this.taxRatesApplication.editTaxRate(
+        tenantId,
+        taxRateId,
+        editTaxRateDTO
+      );
+      return res.status(200).send({
+        data: taxRate,
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Deletes the given tax rate.
+   * @param {Request} req -
+   * @param {Response} res -
+   */
+  public async deleteTaxRate(req: Request, res: Response, next) {
+    const { tenantId } = req;
+    const { id: taxRateId } = req.params;
+
+    try {
+      await this.taxRatesApplication.deleteTaxRate(tenantId, taxRateId);
+
+      return res.status(200).send({
+        code: 200,
+        message: 'The tax rate has been deleted successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the given tax rate.
+   * @param {Request} req -
+   * @param {Response} res -
+   */
+  public async getTaxRate(req: Request, res: Response, next) {
+    const { tenantId } = req;
+    const { id: taxRateId } = req.params;
+
+    try {
+      const taxRate = await this.taxRatesApplication.getTaxRate(
+        tenantId,
+        taxRateId
+      );
+      return res.status(200).send({ data: taxRate });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the tax rates list.
+   * @param {Request} req -
+   * @param {Response} res -
+   */
+  public async getTaxRates(req: Request, res: Response, next) {
+    const { tenantId } = req;
+
+    try {
+      const taxRates = await this.taxRatesApplication.getTaxRates(tenantId);
+
+      return res.status(200).send({ data: taxRates });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Inactivates the given tax rate.
+   * @param req
+   * @param res
+   * @param next
+   * @returns
+   */
+  public async inactivateTaxRate(req: Request, res: Response, next) {
+    const { tenantId } = req;
+    const { id: taxRateId } = req.params;
+
+    try {
+      await this.taxRatesApplication.inactivateTaxRate(tenantId, taxRateId);
+
+      return res.status(200).send({
+        id: taxRateId,
+        message: 'The given tax rate has been inactivated successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Inactivates the given tax rate.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns
+   */
+  public async activateTaxRate(req: Request, res: Response, next) {
+    const { tenantId } = req;
+    const { id: taxRateId } = req.params;
+
+    try {
+      await this.taxRatesApplication.activateTaxRate(tenantId, taxRateId);
+
+      return res.status(200).send({
+        id: taxRateId,
+        message: 'The given tax rate has been activated successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Handles service errors.
+   * @param {Error} error
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private handleServiceErrors(error: Error, req: Request, res: Response, next) {
+    if (error instanceof ServiceError) {
+      if (error.errorType === ERRORS.TAX_CODE_NOT_UNIQUE) {
+        return res.boom.badRequest(null, {
+          errors: [{ type: ERRORS.TAX_CODE_NOT_UNIQUE, code: 100 }],
+        });
+      }
+      if (error.errorType === ERRORS.TAX_RATE_NOT_FOUND) {
+        return res.boom.badRequest(null, {
+          errors: [{ type: ERRORS.TAX_RATE_NOT_FOUND, code: 200 }],
+        });
+      }
+      if (error.errorType === ERRORS.TAX_RATE_ALREADY_INACTIVE) {
+        return res.boom.badRequest(null, {
+          errors: [{ type: ERRORS.TAX_RATE_ALREADY_INACTIVE, code: 300 }],
+        });
+      }
+      if (error.errorType === ERRORS.TAX_RATE_ALREADY_ACTIVE) {
+        return res.boom.badRequest(null, {
+          errors: [{ type: ERRORS.TAX_RATE_ALREADY_ACTIVE, code: 400 }],
+        });
+      }
+    }
+    next(error);
+  }
+}

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

@@ -0,0 +1,47 @@
+import { Router } from 'express';
+import { PlaidApplication } from '@/services/Banking/Plaid/PlaidApplication';
+import { Request, Response } from 'express';
+import { Inject, Service } from 'typedi';
+import BaseController from '../BaseController';
+import { PlaidWebhookTenantBootMiddleware } from '@/services/Banking/Plaid/PlaidWebhookTenantBootMiddleware';
+
+@Service()
+export class Webhooks extends BaseController {
+  @Inject()
+  private plaidApp: PlaidApplication;
+
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.use(PlaidWebhookTenantBootMiddleware);
+    router.post('/plaid', this.plaidWebhooks.bind(this));
+
+    return router;
+  }
+
+  /**
+   * Listens to Plaid webhooks.
+   * @param {Request} req
+   * @param {Response} res
+   * @returns {Response}
+   */
+  public async plaidWebhooks(req: Request, res: Response) {
+    const { tenantId } = req;
+    const {
+      webhook_type: webhookType,
+      webhook_code: webhookCode,
+      item_id: plaidItemId,
+    } = req.body;
+
+    await this.plaidApp.webhooks(
+      tenantId,
+      plaidItemId,
+      webhookType,
+      webhookCode
+    );
+    return res.status(200).send({ code: 200, message: 'ok' });
+  }
+}

packages/server/src/api/index.ts

@@ -55,6 +55,10 @@ import { InventoryItemsCostController } from './controllers/Inventory/Inventorty
 import { ProjectsController } from './controllers/Projects/Projects';
 import { ProjectTasksController } from './controllers/Projects/Tasks';
 import { ProjectTimesController } from './controllers/Projects/Times';
+import { TaxRatesController } from './controllers/TaxRates/TaxRates';
+import { ImportController } from './controllers/Import/ImportController';
+import { BankingController } from './controllers/Banking/BankingController';
+import { Webhooks } from './controllers/Webhooks/Webhooks';
 
 export default () => {
   const app = Router();
@@ -70,6 +74,7 @@ export default () => {
   app.use('/ping', Container.get(Ping).router());
   app.use('/jobs', Container.get(Jobs).router());
   app.use('/account', Container.get(Account).router());
+  app.use('/webhooks', Container.get(Webhooks).router());
 
   // - Dashboard routes.
   // ---------------------------
@@ -117,6 +122,7 @@ export default () => {
     Container.get(InventoryItemsCostController).router()
   );
   dashboard.use('/cashflow', Container.get(CashflowController).router());
+  dashboard.use('/banking', Container.get(BankingController).router());
   dashboard.use('/roles', Container.get(RolesController).router());
   dashboard.use(
     '/transactions-locking',
@@ -129,6 +135,10 @@ export default () => {
   );
   dashboard.use('/warehouses', Container.get(WarehousesController).router());
   dashboard.use('/projects', Container.get(ProjectsController).router());
+  dashboard.use('/tax-rates', Container.get(TaxRatesController).router());
+
+  dashboard.use('/import', Container.get(ImportController).router());
+
   dashboard.use('/', Container.get(ProjectTasksController).router());
   dashboard.use('/', Container.get(ProjectTimesController).router());
 

packages/server/src/before.ts

@@ -5,6 +5,7 @@ global.__root_dir = path.join(__dirname, '..');
 global.__resources_dir = path.join(global.__root_dir, 'resources');
 global.__locales_dir = path.join(global.__resources_dir, 'locales');
 global.__views_dir = path.join(global.__root_dir, 'views');
+global.__storage_dir = path.join(global.__root_dir, 'storage');
 
 moment.prototype.toMySqlDateTime = function () {
   return this.format('YYYY-MM-DD HH:mm:ss');

packages/server/src/config/index.ts

@@ -58,6 +58,7 @@ module.exports = {
     secure: !!parseInt(process.env.MAIL_SECURE, 10),
     username: process.env.MAIL_USERNAME,
     password: process.env.MAIL_PASSWORD,
+    from: process.env.MAIL_FROM_ADDRESS,
   },
 
   /**
@@ -168,4 +169,27 @@ module.exports = {
    * to application detarmines to upgrade.
    */
   databaseBatch: 4,
+
+  /**
+   * Exchange rate.
+   */
+  exchangeRate: {
+    service: 'open-exchange-rate',
+    openExchangeRate: {
+      appId: process.env.OPEN_EXCHANGE_RATE_APP_ID,
+    },
+  },
+
+  /**
+   * Plaid.
+   */
+  plaid: {
+    env: process.env.PLAID_ENV || 'sandbox',
+    clientId: process.env.PLAID_CLIENT_ID,
+    secretDevelopment: process.env.PLAID_SECRET_DEVELOPMENT,
+    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
+  },
 };

packages/server/src/data/TransactionTypes.ts

@@ -0,0 +1,28 @@
+export const TransactionTypes = {
+  SaleInvoice: 'Sale invoice',
+  SaleReceipt: 'Sale receipt',
+  PaymentReceive: 'Payment receive',
+  Bill: 'Bill',
+  BillPayment: 'Payment made',
+  VendorOpeningBalance: 'Vendor opening balance',
+  CustomerOpeningBalance: 'Customer opening balance',
+  InventoryAdjustment: 'Inventory adjustment',
+  ManualJournal: 'Manual journal',
+  Journal: 'Manual journal',
+  Expense: 'Expense',
+  OwnerContribution: 'Owner contribution',
+  TransferToAccount: 'Transfer to account',
+  TransferFromAccount: 'Transfer from account',
+  OtherIncome: 'Other income',
+  OtherExpense: 'Other expense',
+  OwnerDrawing: 'Owner drawing',
+  InvoiceWriteOff: 'Invoice write-off',
+
+  CreditNote: 'transaction_type.credit_note',
+  VendorCredit: 'transaction_type.vendor_credit',
+
+  RefundCreditNote: 'transaction_type.refund_credit_note',
+  RefundVendorCredit: 'transaction_type.refund_vendor_credit',
+
+  LandedCost: 'transaction_type.landed_cost',
+};

packages/server/src/data/options.ts

@@ -59,6 +59,12 @@ export default {
     auto_increment: {
       type: 'boolean',
     },
+    customer_notes: {
+      type: 'string',
+    },
+    terms_conditions: {
+      type: 'string',
+    },
   },
   sales_receipts: {
     next_number: {
@@ -73,6 +79,12 @@ export default {
     preferred_deposit_account: {
       type: 'number',
     },
+    receipt_message: {
+      type: 'string',
+    },
+    terms_conditions: {
+      type: 'string',
+    },
   },
   sales_invoices: {
     next_number: {
@@ -84,6 +96,12 @@ export default {
     auto_increment: {
       type: 'boolean',
     },
+    customer_notes: {
+      type: 'string',
+    },
+    terms_conditions: {
+      type: 'string',
+    },
   },
   payment_receives: {
     next_number: {
@@ -118,6 +136,11 @@ export default {
       type: 'number',
     },
   },
+  inventory: {
+    cost_compute_running: {
+      type: 'boolean',
+    },
+  },
   accounts: {
     account_code_required: {
       type: 'boolean',
@@ -147,6 +170,12 @@ export default {
     auto_increment: {
       type: 'boolean',
     },
+    customer_notes: {
+      type: 'string',
+    },
+    terms_conditions: {
+      type: 'string',
+    },
   },
   vendor_credit: {
     next_number: {

packages/server/src/database/migrations/20230810191606_create_tax_rates.js

@@ -0,0 +1,52 @@
+exports.up = (knex) => {
+  return knex.schema
+    .createTable('tax_rates', (table) => {
+      table.increments();
+      table.string('name');
+      table.string('code');
+      table.decimal('rate');
+      table.string('description');
+      table.boolean('is_non_recoverable').defaultTo(false);
+      table.boolean('is_compound').defaultTo(false);
+      table.boolean('active').defaultTo(false);
+      table.date('deleted_at');
+      table.timestamps();
+    })
+    .table('items_entries', (table) => {
+      table.boolean('is_inclusive_tax').defaultTo(false);
+      table
+        .integer('tax_rate_id')
+        .unsigned()
+        .references('id')
+        .inTable('tax_rates');
+      table.decimal('tax_rate').unsigned();
+    })
+    .table('sales_invoices', (table) => {
+      table.boolean('is_inclusive_tax').defaultTo(false);
+      table.decimal('tax_amount_withheld');
+    })
+    .createTable('tax_rate_transactions', (table) => {
+      table.increments('id');
+      table
+        .integer('tax_rate_id')
+        .unsigned()
+        .references('id')
+        .inTable('tax_rates');
+      table.string('reference_type');
+      table.integer('reference_id');
+      table.decimal('rate').unsigned();
+      table.integer('tax_account_id').unsigned();
+    })
+    .table('accounts_transactions', (table) => {
+      table
+        .integer('tax_rate_id')
+        .unsigned()
+        .references('id')
+        .inTable('tax_rates');
+      table.decimal('tax_rate').unsigned();
+    });
+};
+
+exports.down = (knex) => {
+  return knex.schema.dropTableIfExists('tax_rates');
+};

packages/server/src/database/migrations/20231004012644_add_tax_amount_withheld_to_bills_table.js

@@ -0,0 +1,10 @@
+exports.up = (knex) => {
+  return knex.schema.table('bills', (table) => {
+    table.boolean('is_inclusive_tax').defaultTo(false);
+    table.decimal('tax_amount_withheld');
+  });
+};
+
+exports.down = (knex) => {
+  return knex.schema.table('bills', () => {});
+};

packages/server/src/database/migrations/20231004020636_add_sell_purchase_tax_to_items_table.js

@@ -0,0 +1,18 @@
+exports.up = (knex) => {
+  return knex.schema.table('items', (table) => {
+    table
+      .integer('sell_tax_rate_id')
+      .unsigned()
+      .references('id')
+      .inTable('tax_rates');
+    table
+      .integer('purchase_tax_rate_id')
+      .unsigned()
+      .references('id')
+      .inTable('tax_rates');
+  });
+};
+
+exports.down = (knex) => {
+  return knex.schema.dropTableIfExists('tax_rates');
+};

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/20231202124014_change_item_entries_rate_to_float.js

@@ -0,0 +1,9 @@
+exports.up = function (knex) {
+  return knex.schema.alterTable('items_entries', (table) => {
+    table.decimal('rate', 15, 5).alter();
+  });
+};
+
+exports.down = function (knex) {
+  return knex.table('items_entries', (table) => {});
+};

packages/server/src/database/migrations/20240201160214_create_plaid_items_Table.js

@@ -0,0 +1,14 @@
+exports.up = function (knex) {
+  return knex.schema.createTable('plaid_items', (table) => {
+    table.increments('id');
+    table.integer('tenant_id').unsigned();
+    table.string('plaid_item_id');
+    table.string('plaid_institution_id');
+    table.string('plaid_access_token');
+    table.string('last_cursor');
+    table.string('status');
+    table.timestamps();
+  });
+};
+
+exports.down = function (knex) {};

packages/server/src/database/migrations/20240201235818_add_plaid_account_id_to_accounts_table.js

@@ -0,0 +1,9 @@
+exports.up = function (knex) {
+  return knex.schema.table('accounts', (table) => {
+    table.string('plaid_account_id');
+    table.string('account_mask').nullable();
+    table.decimal('bank_balance', 15, 5);
+  });
+};
+
+exports.down = function (knex) {};

packages/server/src/database/migrations/20240204180554_add_plaid_transaction_id_to_cashflow_transaction.js

@@ -0,0 +1,7 @@
+exports.up = function (knex) {
+  return knex.schema.table('cashflow_transactions', (table) => {
+    table.string('plaid_transaction_id');
+  });
+};
+
+exports.down = function (knex) {};

packages/server/src/database/migrations/20240228183404_create_uncateogrized_cashflow_transactions_table.js

@@ -0,0 +1,28 @@
+exports.up = function (knex) {
+  return knex.schema.createTable(
+    'uncategorized_cashflow_transactions',
+    (table) => {
+      table.increments('id');
+      table.date('date').index();
+      table.decimal('amount');
+      table.string('currency_code');
+      table.string('reference_no').index();
+      table.string('payee');
+      table
+        .integer('account_id')
+        .unsigned()
+        .references('id')
+        .inTable('accounts');
+      table.string('description');
+      table.string('categorize_ref_type');
+      table.integer('categorize_ref_id').unsigned();
+      table.boolean('categorized').defaultTo(false);
+      table.string('plaid_transaction_id');
+      table.timestamps();
+    }
+  );
+};
+
+exports.down = function (knex) {
+  return knex.schema.dropTableIfExists('uncategorized_cashflow_transactions');
+};

packages/server/src/database/migrations/20240304153926_add_uncategorized_transactions_column_to_accounts_table.js

@@ -0,0 +1,10 @@
+exports.up = function (knex) {
+  return knex.schema.table('accounts', (table) => {
+    table.integer('uncategorized_transactions').defaultTo(0);
+    table.boolean('is_system_account').defaultTo(true);
+    table.boolean('is_feeds_active').defaultTo(false);
+    table.datetime('last_feeds_updated_at').nullable();
+  });
+};
+
+exports.down = function (knex) {};

packages/server/src/database/migrations/20240308122047_add_uncategorized_transaction_id_to_cashflow_transactions.js

@@ -0,0 +1,15 @@
+exports.up = function (knex) {
+  return knex.schema.table('cashflow_transactions', (table) => {
+    table
+      .integer('uncategorized_transaction_id')
+      .unsigned()
+      .references('id')
+      .inTable('uncategorized_cashflow_transactions');
+  });
+};
+
+exports.down = function (knex) {
+  return knex.schema.table('cashflow_transactions', (table) => {
+    table.dropColumn('uncategorized_transaction_id');
+  });
+};

packages/server/src/database/seeds/core/20230912121909_seed_tax_rates.ts

@@ -0,0 +1,14 @@
+import { TenantSeeder } from '@/lib/Seeder/TenantSeeder';
+import { InitialTaxRates } from '../data/TaxRates';
+
+export default class SeedTaxRates extends TenantSeeder {
+  /**
+   * Seeds initial tax rates to the organization.
+   */
+  up(knex) {
+    return knex('tax_rates').then(async () => {
+      // Inserts seed entries.
+      return knex('tax_rates').insert(InitialTaxRates);
+    });
+  }
+}

packages/server/src/database/seeds/core/20230912121909_update_tax_payable_account.ts

@@ -0,0 +1,16 @@
+import { TenantSeeder } from '@/lib/Seeder/TenantSeeder';
+import { InitialTaxRates } from '../data/TaxRates';
+
+export default class UpdateTaxPayableAccount extends TenantSeeder {
+  /**
+   * Seeds initial tax rates to the organization.
+   */
+  up(knex) {
+    return knex('accounts').then(async () => {
+      // Inserts seed entries.
+      return knex('accounts').where('slug', 'tax-payable').update({
+        account_type: 'tax-payable',
+      });
+    });
+  }
+}

packages/server/src/database/seeds/data/TaxRates.ts

@@ -0,0 +1,30 @@
+export const InitialTaxRates = [
+  {
+    name: 'Tax Exempt',
+    code: 'TAX-EXEMPT',
+    description: 'Exempts goods or services from taxes.',
+    rate: 0,
+    active: 1,
+  },
+  {
+    name: 'Tax on Purchases',
+    code: 'TAX-PURCHASES',
+    description: 'Fee added to the cost when you buy items.',
+    rate: 0,
+    active: 1,
+  },
+  {
+    name: 'Tax on Sales',
+    code: 'TAX-SALES',
+    description: 'Fee added to the cost when you sell items.',
+    rate: 0,
+    active: 1,
+  },
+  {
+    name: 'Sales Tax on Imports',
+    code: 'TAX-IMPORTS',
+    description: 'Fee added to the cost when you sale to another country.',
+    rate: 0,
+    active: 1,
+  },
+];

packages/server/src/database/seeds/data/accounts.js

@@ -1,7 +1,17 @@
+export const TaxPayableAccount = {
+  name: 'Tax Payable',
+  slug: 'tax-payable',
+  account_type: 'tax-payable',
+  code: '20006',
+  description: '',
+  active: 1,
+  index: 1,
+  predefined: 1,
+};
 
 export default [
   {
-    name:'Bank Account',
+    name: 'Bank Account',
     slug: 'bank-account',
     account_type: 'bank',
     code: '10001',
@@ -11,7 +21,7 @@ export default [
     predefined: 1,
   },
   {
-    name:'Saving Bank Account',
+    name: 'Saving Bank Account',
     slug: 'saving-bank-account',
     account_type: 'bank',
     code: '10002',
@@ -21,7 +31,7 @@ export default [
     predefined: 0,
   },
   {
-    name:'Undeposited Funds',
+    name: 'Undeposited Funds',
     slug: 'undeposited-funds',
     account_type: 'cash',
     code: '10003',
@@ -31,7 +41,7 @@ export default [
     predefined: 1,
   },
   {
-    name:'Petty Cash',
+    name: 'Petty Cash',
     slug: 'petty-cash',
     account_type: 'cash',
     code: '10004',
@@ -41,7 +51,7 @@ export default [
     predefined: 1,
   },
   {
-    name:'Computer Equipment',
+    name: 'Computer Equipment',
     slug: 'computer-equipment',
     code: '10005',
     account_type: 'fixed-asset',
@@ -52,7 +62,7 @@ export default [
     description: '',
   },
   {
-    name:'Office Equipment',
+    name: 'Office Equipment',
     slug: 'office-equipment',
     code: '10006',
     account_type: 'fixed-asset',
@@ -63,7 +73,7 @@ export default [
     description: '',
   },
   {
-    name:'Accounts Receivable (A/R)',
+    name: 'Accounts Receivable (A/R)',
     slug: 'accounts-receivable',
     account_type: 'accounts-receivable',
     code: '10007',
@@ -73,7 +83,7 @@ export default [
     predefined: 1,
   },
   {
-    name:'Inventory Asset',
+    name: 'Inventory Asset',
     slug: 'inventory-asset',
     code: '10008',
     account_type: 'inventory',
@@ -81,12 +91,13 @@ export default [
     parent_account_id: null,
     index: 1,
     active: 1,
-    description:'An account that holds valuation of products or goods that available for sale.',
+    description:
+      'An account that holds valuation of products or goods that available for sale.',
   },
 
   // Libilities
   {
-    name:'Accounts Payable (A/P)',
+    name: 'Accounts Payable (A/P)',
     slug: 'accounts-payable',
     account_type: 'accounts-payable',
     parent_account_id: null,
@@ -97,38 +108,39 @@ export default [
     predefined: 1,
   },
   {
-    name:'Owner A Drawings',
+    name: 'Owner A Drawings',
     slug: 'owner-drawings',
     account_type: 'other-current-liability',
     parent_account_id: null,
     code: '20002',
-    description:'Withdrawals by the owners.',
+    description: 'Withdrawals by the owners.',
     active: 1,
     index: 1,
     predefined: 0,
   },
   {
-    name:'Loan',
+    name: 'Loan',
     slug: 'owner-drawings',
     account_type: 'other-current-liability',
     code: '20003',
-    description:'Money that has been borrowed from a creditor.',
+    description: 'Money that has been borrowed from a creditor.',
     active: 1,
     index: 1,
     predefined: 0,
   },
   {
-    name:'Opening Balance Liabilities',
+    name: 'Opening Balance Liabilities',
     slug: 'opening-balance-liabilities',
     account_type: 'other-current-liability',
     code: '20004',
-    description:'This account will hold the difference in the debits and credits entered during the opening balance..',
+    description:
+      'This account will hold the difference in the debits and credits entered during the opening balance..',
     active: 1,
     index: 1,
     predefined: 0,
   },
   {
-    name:'Revenue Received in Advance',
+    name: 'Revenue Received in Advance',
     slug: 'revenue-received-in-advance',
     account_type: 'other-current-liability',
     parent_account_id: null,
@@ -138,34 +150,27 @@ export default [
     index: 1,
     predefined: 0,
   },
-  {
-    name:'Sales Tax Payable',
-    slug: 'owner-drawings',
-    account_type: 'other-current-liability',
-    code: '20006',
-    description: '',
-    active: 1,
-    index: 1,
-    predefined: 1,
-  },
+  TaxPayableAccount,
 
   // Equity
   {
-    name:'Retained Earnings',
+    name: 'Retained Earnings',
     slug: 'retained-earnings',
     account_type: 'equity',
     code: '30001',
-    description:'Retained earnings tracks net income from previous fiscal years.',
+    description:
+      'Retained earnings tracks net income from previous fiscal years.',
     active: 1,
     index: 1,
     predefined: 1,
   },
   {
-    name:'Opening Balance Equity',
+    name: 'Opening Balance Equity',
     slug: 'opening-balance-equity',
     account_type: 'equity',
     code: '30002',
-    description:'When you enter opening balances to the accounts, the amounts enter in Opening balance equity. This ensures that you have a correct trial balance sheet for your company, without even specific the second credit or debit entry.',
+    description:
+      'When you enter opening balances to the accounts, the amounts enter in Opening balance equity. This ensures that you have a correct trial balance sheet for your company, without even specific the second credit or debit entry.',
     active: 1,
     index: 1,
     predefined: 1,
@@ -181,11 +186,12 @@ export default [
     predefined: 1,
   },
   {
-    name:`Drawings`,
+    name: `Drawings`,
     slug: 'drawings',
     account_type: 'equity',
     code: '30003',
-    description:'Goods purchased with the intention of selling these to customers',
+    description:
+      'Goods purchased with the intention of selling these to customers',
     active: 1,
     index: 1,
     predefined: 1,
@@ -193,7 +199,7 @@ export default [
 
   // Expenses
   {
-    name:'Other Expenses',
+    name: 'Other Expenses',
     slug: 'other-expenses',
     account_type: 'other-expense',
     parent_account_id: null,
@@ -204,18 +210,18 @@ export default [
     predefined: 1,
   },
   {
-    name:'Cost of Goods Sold',
+    name: 'Cost of Goods Sold',
     slug: 'cost-of-goods-sold',
     account_type: 'cost-of-goods-sold',
     parent_account_id: null,
     code: '40002',
-    description:'Tracks the direct cost of the goods sold.',
+    description: 'Tracks the direct cost of the goods sold.',
     active: 1,
     index: 1,
     predefined: 1,
   },
   {
-    name:'Office expenses',
+    name: 'Office expenses',
     slug: 'office-expenses',
     account_type: 'expense',
     parent_account_id: null,
@@ -226,7 +232,7 @@ export default [
     predefined: 0,
   },
   {
-    name:'Rent',
+    name: 'Rent',
     slug: 'rent',
     account_type: 'expense',
     parent_account_id: null,
@@ -237,29 +243,30 @@ export default [
     predefined: 0,
   },
   {
-    name:'Exchange Gain or Loss',
+    name: 'Exchange Gain or Loss',
     slug: 'exchange-grain-loss',
     account_type: 'other-expense',
     parent_account_id: null,
     code: '40005',
-    description:'Tracks the gain and losses of the exchange differences.',
+    description: 'Tracks the gain and losses of the exchange differences.',
     active: 1,
     index: 1,
     predefined: 1,
   },
   {
-    name:'Bank Fees and Charges',
+    name: 'Bank Fees and Charges',
     slug: 'bank-fees-and-charges',
     account_type: 'expense',
     parent_account_id: null,
     code: '40006',
-    description: 'Any bank fees levied is recorded into the bank fees and charges account. A bank account maintenance fee, transaction charges, a late payment fee are some examples.',
+    description:
+      'Any bank fees levied is recorded into the bank fees and charges account. A bank account maintenance fee, transaction charges, a late payment fee are some examples.',
     active: 1,
     index: 1,
     predefined: 0,
   },
   {
-    name:'Depreciation Expense',
+    name: 'Depreciation Expense',
     slug: 'depreciation-expense',
     account_type: 'expense',
     parent_account_id: null,
@@ -272,7 +279,7 @@ export default [
 
   // Income
   {
-    name:'Sales of Product Income',
+    name: 'Sales of Product Income',
     slug: 'sales-of-product-income',
     account_type: 'income',
     predefined: 1,
@@ -283,7 +290,7 @@ export default [
     description: '',
   },
   {
-    name:'Sales of Service Income',
+    name: 'Sales of Service Income',
     slug: 'sales-of-service-income',
     account_type: 'income',
     predefined: 0,
@@ -294,7 +301,7 @@ export default [
     description: '',
   },
   {
-    name:'Uncategorized Income',
+    name: 'Uncategorized Income',
     slug: 'uncategorized-income',
     account_type: 'income',
     parent_account_id: null,
@@ -305,14 +312,15 @@ export default [
     predefined: 1,
   },
   {
-    name:'Other Income',
+    name: 'Other Income',
     slug: 'other-income',
     account_type: 'other-income',
     parent_account_id: null,
     code: '50004',
-    description:'The income activities are not associated to the core business.',
+    description:
+      'The income activities are not associated to the core business.',
     active: 1,
     index: 1,
     predefined: 0,
-  }
-];
+  },
+];

packages/server/src/interfaces/APAgingSummaryReport.ts

@@ -1,13 +1,12 @@
 import {
   IAgingPeriod,
-  IAgingPeriodTotal,
-  IAgingAmount,
   IAgingSummaryQuery,
   IAgingSummaryTotal,
   IAgingSummaryContact,
   IAgingSummaryData,
 } from './AgingReport';
-import { INumberFormatQuery } from './FinancialStatements';
+import { IFinancialSheetCommonMeta } from './FinancialStatements';
+import { IFinancialTable } from './Table';
 
 export interface IAPAgingSummaryQuery extends IAgingSummaryQuery {
   vendorsIds: number[];
@@ -25,12 +24,22 @@ export interface IAPAgingSummaryData extends IAgingSummaryData {
 
 export type IAPAgingSummaryColumns = IAgingPeriod[];
 
-export interface IARAgingSummaryMeta {
-  baseCurrency: string;
-  organizationName: string;
+export interface IARAgingSummaryMeta extends IFinancialSheetCommonMeta {
+  formattedAsDate: string;
 }
 
-export interface IAPAgingSummaryMeta {
-  baseCurrency: string;
-  organizationName: string;
+export interface IAPAgingSummaryMeta extends IFinancialSheetCommonMeta {
+  formattedAsDate: string;
+}
+
+export interface IAPAgingSummaryTable extends IFinancialTable {
+  query: IAPAgingSummaryQuery;
+  meta: IAPAgingSummaryMeta;
+}
+
+export interface IAPAgingSummarySheet {
+  data: IAPAgingSummaryData;
+  meta: IAPAgingSummaryMeta;
+  query: IAPAgingSummaryQuery;
+  columns: any;
 }

packages/server/src/interfaces/ARAgingSummaryReport.ts

@@ -5,6 +5,7 @@ import {
   IAgingSummaryContact,
   IAgingSummaryData,
 } from './AgingReport';
+import { IFinancialTable } from './Table';
 
 export interface IARAgingSummaryQuery extends IAgingSummaryQuery {
   customersIds: number[];
@@ -26,3 +27,16 @@ export interface IARAgingSummaryMeta {
   organizationName: string;
   baseCurrency: string;
 }
+
+export interface IARAgingSummaryTable extends IFinancialTable {
+  meta: IARAgingSummaryMeta;
+  query: IARAgingSummaryQuery;
+}
+
+export interface IARAgingSummarySheet {
+  data: IARAgingSummaryData;
+  meta: IARAgingSummaryMeta;
+  query: IARAgingSummaryQuery;
+  columns: IARAgingSummaryColumns;
+}
+

packages/server/src/interfaces/Account.ts

@@ -6,12 +6,15 @@ export interface IAccountDTO {
   code: string;
   description: string;
   accountType: string;
-  parentAccountId: number;
+  parentAccountId?: number;
   active: boolean;
+  bankBalance?: number;
+  accountMask?: string;
 }
 
 export interface IAccountCreateDTO extends IAccountDTO {
   currencyCode?: string;
+  plaidAccountId?: string;
 }
 
 export interface IAccountEditDTO extends IAccountDTO {}
@@ -33,6 +36,7 @@ export interface IAccount {
   type?: any[];
   accountNormal: string;
   accountParentType: string;
+  bankBalance: string;
 }
 
 export enum AccountNormal {
@@ -77,6 +81,9 @@ export interface IAccountTransaction {
   projectId?: number;
 
   account?: IAccount;
+
+  taxRateId?: number;
+  taxRate?: number;
 }
 export interface IAccountResponse extends IAccount {}
 
@@ -150,3 +157,10 @@ export enum AccountAction {
   VIEW = 'View',
   TransactionsLocking = 'TransactionsLocking',
 }
+
+export enum TaxRateAction {
+  CREATE = 'Create',
+  EDIT = 'Edit',
+  DELETE = 'Delete',
+  VIEW = 'View',
+}

packages/server/src/interfaces/AgingReport.ts

@@ -1,5 +1,7 @@
-
-import { INumberFormatQuery } from './FinancialStatements';
+import {
+  IFinancialSheetCommonMeta,
+  INumberFormatQuery,
+} from './FinancialStatements';
 
 export interface IAgingPeriodTotal extends IAgingPeriod {
   total: IAgingAmount;
@@ -42,3 +44,8 @@ export interface IAgingSummaryTotal {
 export interface IAgingSummaryData {
   total: IAgingSummaryTotal;
 }
+
+export interface IAgingSummaryMeta extends IFinancialSheetCommonMeta {
+  formattedAsDate: string;
+  formattedDateRange: string;
+}

packages/server/src/interfaces/BalanceSheet.ts

@@ -2,13 +2,16 @@ import {
   INumberFormatQuery,
   IFormatNumberSettings,
   IFinancialSheetBranchesQuery,
+  IFinancialSheetCommonMeta,
 } from './FinancialStatements';
+import { IFinancialTable } from './Table';
 
 // Balance sheet schema nodes types.
 export enum BALANCE_SHEET_SCHEMA_NODE_TYPE {
   AGGREGATE = 'AGGREGATE',
   ACCOUNTS = 'ACCOUNTS',
   ACCOUNT = 'ACCOUNT',
+  NET_INCOME = 'NET_INCOME',
 }
 
 export enum BALANCE_SHEET_NODE_TYPE {
@@ -33,6 +36,7 @@ export enum BALANCE_SHEET_SCHEMA_NODE_ID {
   LOGN_TERM_LIABILITY = 'LOGN_TERM_LIABILITY',
   NON_CURRENT_LIABILITY = 'NON_CURRENT_LIABILITY',
   EQUITY = 'EQUITY',
+  NET_INCOME = 'NET_INCOME',
 }
 
 // Balance sheet query.
@@ -60,10 +64,9 @@ export interface IBalanceSheetQuery extends IFinancialSheetBranchesQuery {
 }
 
 // Balance sheet meta.
-export interface IBalanceSheetMeta {
-  isCostComputeRunning: boolean;
-  organizationName: string;
-  baseCurrency: string;
+export interface IBalanceSheetMeta extends IFinancialSheetCommonMeta {
+  formattedAsDate: string;
+  formattedDateRange: string;
 }
 
 export interface IBalanceSheetFormatNumberSettings
@@ -87,7 +90,6 @@ export interface IBalanceSheetDOO {
   meta: IBalanceSheetMeta;
 }
 
-
 export interface IBalanceSheetCommonNode {
   total: IBalanceSheetTotal;
   horizontalTotals?: IBalanceSheetTotal[];
@@ -108,7 +110,7 @@ export interface IBalanceSheetAggregateNode extends IBalanceSheetCommonNode {
   id: string;
   name: string;
   nodeType: BALANCE_SHEET_SCHEMA_NODE_TYPE.AGGREGATE;
-  children?: (IBalanceSheetAggregateNode | IBalanceSheetAccountNode)[];
+  children?: IBalanceSheetDataNode[];
 }
 
 export interface IBalanceSheetTotal {
@@ -118,6 +120,13 @@ export interface IBalanceSheetTotal {
   date?: string | Date;
 }
 
+export interface IBalanceSheetAccountsNode extends IBalanceSheetCommonNode {
+  id: number | string;
+  name: string;
+  nodeType: BALANCE_SHEET_SCHEMA_NODE_TYPE.ACCOUNTS;
+  children: IBalanceSheetAccountNode[];
+}
+
 export interface IBalanceSheetAccountNode extends IBalanceSheetCommonNode {
   id: number;
   index: number;
@@ -128,7 +137,17 @@ export interface IBalanceSheetAccountNode extends IBalanceSheetCommonNode {
   children?: IBalanceSheetAccountNode[];
 }
 
-export type IBalanceSheetDataNode = IBalanceSheetAggregateNode;
+export interface IBalanceSheetNetIncomeNode extends IBalanceSheetCommonNode {
+  id: number;
+  name: string;
+  nodeType: BALANCE_SHEET_SCHEMA_NODE_TYPE.NET_INCOME;
+}
+
+export type IBalanceSheetDataNode =
+  | IBalanceSheetAggregateNode
+  | IBalanceSheetAccountNode
+  | IBalanceSheetAccountsNode
+  | IBalanceSheetNetIncomeNode;
 
 export interface IBalanceSheetPercentageAmount {
   amount: number;
@@ -150,9 +169,16 @@ export interface IBalanceSheetSchemaAccountNode {
   accountsTypes: string[];
 }
 
+export interface IBalanceSheetSchemaNetIncomeNode {
+  id: string;
+  name: string;
+  type: BALANCE_SHEET_SCHEMA_NODE_TYPE;
+}
+
 export type IBalanceSheetSchemaNode =
   | IBalanceSheetSchemaAccountNode
-  | IBalanceSheetSchemaAggregateNode;
+  | IBalanceSheetSchemaAggregateNode
+  | IBalanceSheetSchemaNetIncomeNode;
 
 export interface IBalanceSheetDatePeriods {
   assocAccountNodeDatePeriods(node): any;
@@ -190,3 +216,8 @@ export enum IAccountTransactionsGroupBy {
   Month = 'month',
   Week = 'week',
 }
+
+export interface IBalanceSheetTable extends IFinancialTable {
+  meta: IBalanceSheetMeta;
+  query: IBalanceSheetQuery;
+}

packages/server/src/interfaces/Bill.ts

@@ -2,6 +2,7 @@ import { Knex } from 'knex';
 import { IDynamicListFilterDTO } from './DynamicFilter';
 import { IItemEntry, IItemEntryDTO } from './ItemEntry';
 import { IBillLandedCost } from './LandedCost';
+
 export interface IBillDTO {
   vendorId: number;
   billNumber: string;
@@ -15,10 +16,10 @@ export interface IBillDTO {
   exchangeRate?: number;
   open: boolean;
   entries: IItemEntryDTO[];
-
   branchId?: number;
   warehouseId?: number;
   projectId?: number;
+  isInclusiveTax?: boolean;
 }
 
 export interface IBillEditDTO {
@@ -80,6 +81,15 @@ export interface IBill {
 
   localAmount?: number;
   locatedLandedCosts?: IBillLandedCost[];
+
+  amountLocal: number;
+  subtotal: number;
+  subtotalLocal: number;
+  subtotalExcludingTax: number;
+  taxAmountWithheld: number;
+  taxAmountWithheldLocal: number;
+  total: number;
+  totalLocal: number;
 }
 
 export interface IBillsFilter extends IDynamicListFilterDTO {