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

fix: Un-categorize bank transactions

.all-contributorsrc

@@ -150,6 +150,15 @@
       "contributions": [
         "bug"
       ]
+    },
+    {
+      "login": "Champetaman",
+      "name": "Camilo Oviedo",
+      "avatar_url": "https://avatars.githubusercontent.com/u/64604272?v=4",
+      "profile": "https://www.camilooviedo.com/",
+      "contributions": [
+        "code"
+      ]
     }
   ],
   "contributorsPerLine": 7,

.env.example

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

CHANGELOG.md

@@ -2,6 +2,27 @@
 
 All notable changes to Bigcapital server-side will be in this file.
 
+## [0.19.4] - 18-08-2024
+
+* fix: Allow multi-lines to statements transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/594
+* feat: Add amount comparators to amount bank rule field by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/595
+* fix: Transaction type and description do not show in general ledger. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/596
+* fix: Refresh accounts and account transactions. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/597
+* fix: Typo payments made by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/598
+* fix: Typo categories list by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/600
+* fix: Autofill the quick created customer/vendor by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/601
+* fix: Remove views tabs from receipts list by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/602
+* fix: Typo payment receive messages by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/599
+* fix: Enhance Dropzone visual of  accept and reject modes by @Champetaman in https://github.com/bigcapitalhq/bigcapital/pull/603
+* fix:  Matching bank transactions should create associate payment transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/606
+* fix: Change Dropzone title and subtitle by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/607
+* fix: Inconsistance page size of paginated data tables by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/604
+* fix: Database connection lost error by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/611
+* fix: Language typos by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/613
+* Fix: Correctly display Date, Published At, and Created At in ExpenseDrawerHeader by @Champetaman in https://github.com/bigcapitalhq/bigcapital/pull/612
+* fix: Delete bank account with uncategorized transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/614
+* feat: activate/inactivate account from drawer details by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/615
+
 ## [v0.18.0] - 10-08-2024
 
 * feat: Bank rules for automated categorization by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/511

README.md

@@ -129,6 +129,7 @@ Thanks goes to these wonderful people ([emoji key](https://allcontributors.org/d
     <tr>
       <td align="center" valign="top" width="14.28%"><a href="https://github.com/oleynikd"><img src="https://avatars.githubusercontent.com/u/3976868?v=4?s=100" width="100px;" alt="Denis"/><br /><sub><b>Denis</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Aoleynikd" title="Bug reports">🐛</a></td>
       <td align="center" valign="top" width="14.28%"><a href="https://myself.vercel.app/"><img src="https://avatars.githubusercontent.com/u/42431274?v=4?s=100" width="100px;" alt="Sachin Mittal"/><br /><sub><b>Sachin Mittal</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Amittalsam98" title="Bug reports">🐛</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="https://www.camilooviedo.com/"><img src="https://avatars.githubusercontent.com/u/64604272?v=4?s=100" width="100px;" alt="Camilo Oviedo"/><br /><sub><b>Camilo Oviedo</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=Champetaman" title="Code">💻</a></td>
     </tr>
   </tbody>
 </table>

packages/server/package.json

@@ -37,6 +37,7 @@
     "agendash": "^3.1.0",
     "app-root-path": "^3.0.0",
     "async": "^3.2.0",
+    "async-mutex": "^0.5.0",
     "axios": "^1.6.0",
     "babel-loader": "^9.1.2",
     "bcryptjs": "^2.4.3",
@@ -69,9 +70,8 @@
     "is-my-json-valid": "^2.20.5",
     "js-money": "^0.6.3",
     "jsonwebtoken": "^8.5.1",
-    "knex": "^0.95.15",
+    "knex": "^3.1.0",
     "knex-cleaner": "^1.3.0",
-    "knex-db-manager": "^0.6.1",
     "libphonenumber-js": "^1.9.6",
     "lodash": "^4.17.15",
     "lru-cache": "^6.0.0",
@@ -99,6 +99,7 @@
     "objection-unique": "^1.2.2",
     "plaid": "^10.3.0",
     "pluralize": "^8.0.0",
+    "posthog-node": "^4.2.0",
     "pug": "^3.0.2",
     "puppeteer": "^10.2.0",
     "qim": "0.0.52",

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

@@ -33,7 +33,16 @@ export class BankingRulesController extends BaseController {
       body('conditions.*.field').exists().isIn(['description', 'amount']),
       body('conditions.*.comparator')
         .exists()
-        .isIn(['equals', 'contains', 'not_contain'])
+        .isIn([
+          'equals',
+          'equal',
+          'contains',
+          'not_contain',
+          'bigger',
+          'bigger_or_equal',
+          'smaller',
+          'smaller_or_equal',
+        ])
         .default('contain')
         .trim(),
       body('conditions.*.value').exists().trim(),

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

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

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

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

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

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

packages/server/src/api/controllers/OneClickDemo/OneClickDemoController.ts

@@ -0,0 +1,87 @@
+import { Router, Request, Response, NextFunction } from 'express';
+import { Service, Inject } from 'typedi';
+import { body } from 'express-validator';
+import asyncMiddleware from '@/api/middleware/asyncMiddleware';
+import BaseController from '@/api/controllers/BaseController';
+import { OneClickDemoApplication } from '@/services/OneClickDemo/OneClickDemoApplication';
+import config from '@/config';
+@Service()
+export class OneClickDemoController extends BaseController {
+  @Inject()
+  private oneClickDemoApp: OneClickDemoApplication;
+
+  /**
+   * Router constructor method.
+   */
+  router() {
+    const router = Router();
+
+    // Protects the endpoints if the feature is not enabled.
+    const protectMiddleware = (
+      req: Request,
+      res: Response,
+      next: NextFunction
+    ) => {
+      // Add your protection logic here
+      if (config.oneClickDemoAccounts) {
+        next();
+      } else {
+        res.status(403).send({ message: 'Forbidden' });
+      }
+    };
+    router.post(
+      '/one_click',
+      protectMiddleware,
+      asyncMiddleware(this.oneClickDemo.bind(this))
+    );
+    router.post(
+      '/one_click_signin',
+      [body('demo_id').exists()],
+      this.validationResult,
+      protectMiddleware,
+      asyncMiddleware(this.oneClickSignIn.bind(this))
+    );
+    return router;
+  }
+
+  /**
+   * One-click demo application.
+   * @param {Request} req -
+   * @param {Response} res -
+   * @param {NextFunction} next -
+   */
+  private async oneClickDemo(req: Request, res: Response, next: NextFunction) {
+    try {
+      const data = await this.oneClickDemoApp.createOneClick();
+
+      return res.status(200).send({
+        data,
+        message: 'The one-click demo has been created successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Sign-in to one-click demo account.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async oneClickSignIn(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { demoId } = this.matchedBodyData(req);
+
+    try {
+      const data = await this.oneClickDemoApp.autoSignIn(demoId);
+
+      return res.status(200).send(data);
+    } catch (error) {
+      next(error);
+    }
+  }
+}

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

@@ -9,9 +9,9 @@ import {
 } from '@/interfaces';
 import BaseController from '@/api/controllers/BaseController';
 import asyncMiddleware from '@/api/middleware/asyncMiddleware';
-import PaymentReceivesPages from '@/services/Sales/PaymentReceives/PaymentReceivesPages';
+import PaymentsReceivedPages from '@/services/Sales/PaymentReceived/PaymentsReceivedPages';
+import { PaymentReceivesApplication } from '@/services/Sales/PaymentReceived/PaymentReceivedApplication';
 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';
@@ -22,7 +22,7 @@ export default class PaymentReceivesController extends BaseController {
   private paymentReceiveApplication: PaymentReceivesApplication;
 
   @Inject()
-  private PaymentReceivesPages: PaymentReceivesPages;
+  private PaymentsReceivedPages: PaymentsReceivedPages;
 
   @Inject()
   private dynamicListService: DynamicListingService;
@@ -229,7 +229,7 @@ export default class PaymentReceivesController extends BaseController {
 
     try {
       const storedPaymentReceive =
-        await this.paymentReceiveApplication.createPaymentReceive(
+        await this.paymentReceiveApplication.createPaymentReceived(
           tenantId,
           paymentReceive,
           user
@@ -376,7 +376,7 @@ export default class PaymentReceivesController extends BaseController {
     const { customerId } = this.matchedQueryData(req);
 
     try {
-      const entries = await this.PaymentReceivesPages.getNewPageEntries(
+      const entries = await this.PaymentsReceivedPages.getNewPageEntries(
         tenantId,
         customerId
       );
@@ -404,7 +404,7 @@ export default class PaymentReceivesController extends BaseController {
 
     try {
       const { paymentReceive, entries } =
-        await this.PaymentReceivesPages.getPaymentReceiveEditPage(
+        await this.PaymentsReceivedPages.getPaymentReceiveEditPage(
           tenantId,
           paymentReceiveId,
           user

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

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

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

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

packages/server/src/api/index.ts

@@ -63,6 +63,7 @@ import { BankingController } from './controllers/Banking/BankingController';
 import { Webhooks } from './controllers/Webhooks/Webhooks';
 import { ExportController } from './controllers/Export/ExportController';
 import { AttachmentsController } from './controllers/Attachments/AttachmentsController';
+import { OneClickDemoController } from './controllers/OneClickDemo/OneClickDemoController';
 
 export default () => {
   const app = Router();
@@ -80,6 +81,7 @@ export default () => {
   app.use('/jobs', Container.get(Jobs).router());
   app.use('/account', Container.get(Account).router());
   app.use('/webhooks', Container.get(Webhooks).router());
+  app.use('/demo', Container.get(OneClickDemoController).router())
 
   // - Dashboard routes.
   // ---------------------------

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

@@ -1,11 +1,21 @@
-import { Request, Response, NextFunction } from 'express';
 import { Container } from 'typedi';
+import { Request, Response, NextFunction } from 'express';
 import SettingsStore from '@/services/Settings/SettingsStore';
- 
+
 export default async (req: Request, res: Response, next: NextFunction) => {
   const { tenantId } = req.user;
 
-  const Logger = Container.get('logger');
+  const settings = await initializeTenantSettings(tenantId);
+  req.settings = settings;
+
+  res.on('finish', async () => {
+    await settings.save();
+  });
+  next();
+}
+
+
+export const initializeTenantSettings = async (tenantId: number) => {
   const tenantContainer = Container.of(`tenant-${tenantId}`);
 
   if (tenantContainer && !tenantContainer.has('settings')) {
@@ -18,10 +28,5 @@ export default async (req: Request, res: Response, next: NextFunction) => {
 
   await settings.load();
 
-  req.settings = settings;
-
-  res.on('finish', async () => {
-    await settings.save();
-  });
-  next();
+  return settings;
 }

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

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

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

@@ -4,6 +4,7 @@ import { Request } from 'express';
 import TenancyService from '@/services/Tenancy/TenancyService';
 import TenantsManagerService from '@/services/Tenancy/TenantsManager';
 import rtlDetect from 'rtl-detect';
+import { Tenant } from '@/system/models';
 
 export default (req: Request, tenant: ITenant) => {
   const { id: tenantId, organizationId } = tenant;
@@ -16,7 +17,7 @@ export default (req: Request, tenant: ITenant) => {
 
   const tenantContainer = tenantServices.tenantContainer(tenantId);
 
-  tenantContainer.set('i18n', injectI18nUtils(req));
+  tenantContainer.set('i18n', injectI18nUtils());
 
   const knexInstance = tenantServices.knex(tenantId);
   const models = tenantServices.models(tenantId);
@@ -33,14 +34,35 @@ export default (req: Request, tenant: ITenant) => {
 };
 
 export const injectI18nUtils = (req) => {
-  const locale = req.getLocale();
+  const globalI18n = Container.get('i18n');
+  const locale = globalI18n.getLocale();
   const direction = rtlDetect.getLangDir(locale);
 
   return {
     locale,
-    __: req.__,
+    __: globalI18n.__,
     direction,
     isRtl: direction === 'rtl',
     isLtr: direction === 'ltr',
   };
 };
+
+export const initalizeTenantServices = async (tenantId: number) => {
+  const tenant = await Tenant.query()
+    .findById(tenantId)
+    .withGraphFetched('metadata');
+
+  const tenantServices = Container.get(TenancyService);
+  const tenantsManager = Container.get(TenantsManagerService);
+
+  // Initialize the knex instance.
+  tenantsManager.setupKnexInstance(tenant);
+
+  const tenantContainer = tenantServices.tenantContainer(tenantId);
+  tenantContainer.set('i18n', injectI18nUtils());
+
+  tenantServices.knex(tenantId);
+  tenantServices.models(tenantId);
+  tenantServices.repositories(tenantId);
+  tenantServices.cache(tenantId);
+};

packages/server/src/config/index.ts

@@ -32,7 +32,7 @@ module.exports = {
    */
   tenant: {
     db_client: process.env.TENANT_DB_CLIENT || process.env.DB_CLIENT || 'mysql',
-    db_name_prefix: process.env.TENANT_DB_NAME_PERFIX,
+    db_name_prefix: process.env.TENANT_DB_NAME_PERFIX || 'bigcapital_tenant_',
     db_host: process.env.TENANT_DB_HOST || process.env.DB_HOST,
     db_user: process.env.TENANT_DB_USER || process.env.DB_USER,
     db_password: process.env.TENANT_DB_PASSWORD || process.env.DB_PASSWORD,
@@ -245,4 +245,20 @@ module.exports = {
   loops: {
     apiKey: process.env.LOOPS_API_KEY,
   },
+
+  /**
+   * One-click demo accounts.
+   */
+  oneClickDemoAccounts: {
+    enable: parseBoolean(process.env.ONE_CLICK_DEMO_ACCOUNTS, false),
+    demoUrl: process.env.ONE_CLICK_DEMO_ACCOUNTS_URL || '',
+  },
+
+  /**
+   * PostHog
+   */
+  posthog: {
+    apiKey: process.env.POSTHOG_API_KEY,
+    host: process.env.POSTHOG_HOST
+  }
 };

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

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

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

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

packages/server/src/interfaces/Authentication.ts

@@ -7,7 +7,6 @@ export interface IRegisterDTO {
   lastName: string;
   email: string;
   password: string;
-  organizationName: string;
 }
 
 export interface ILoginDTO {
@@ -77,6 +76,10 @@ export interface IAuthSendedResetPassword {
 
 export interface IAuthGetMetaPOJO {
   signupDisabled: boolean;
+  oneClickDemo: {
+    enable: boolean;
+    demoUrl: string;
+  };
 }
 
 export interface IAuthSignUpVerifingEventPayload {

packages/server/src/interfaces/Bill.ts

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

packages/server/src/interfaces/CashflowService.ts

@@ -146,6 +146,7 @@ export interface ICashflowTransactionUncategorizedPayload {
   tenantId: number;
   uncategorizedTransactionId: number;
   uncategorizedTransactions: Array<IUncategorizedCashflowTransaction>;
+  oldMainUncategorizedTransaction: IUncategorizedCashflowTransaction;
   oldUncategorizedTransactions: Array<IUncategorizedCashflowTransaction>;
   trx: Knex.Transaction;
 }
@@ -167,11 +168,18 @@ export interface CategorizeTransactionAsExpenseDTO {
 export interface IGetUncategorizedTransactionsQuery {
   page?: number;
   pageSize?: number;
+  minDate?: Date;
+  maxDate?: Date;
+  minAmount?: number;
+  maxAmount?: number;
 }
 
-
 export interface IGetRecognizedTransactionsQuery {
   page?: number;
   pageSize?: number;
   accountId?: number;
-}
+  minDate?: Date;
+  maxDate?: Date;
+  minAmount?: number;
+  maxAmount?: number;
+}

packages/server/src/interfaces/Contact.ts

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

packages/server/src/interfaces/CreditNote.ts

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

packages/server/src/interfaces/Expenses.ts

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

packages/server/src/interfaces/GeneralLedgerSheet.ts

@@ -30,7 +30,7 @@ export interface IGeneralLedgerSheetAccountTransaction {
   currencyCode: string;
   note?: string;
 
-  transactionType?: string;
+  transactionTypeFormatted: string;
   transactionNumber: string;
 
   referenceId?: number;

packages/server/src/interfaces/Import.ts

@@ -3,6 +3,6 @@ import { ImportFilePreviewPOJO } from "@/services/Import/interfaces";
 
 export interface IImportFileCommitedEventPayload {
   tenantId: number;
-  importId: number;
+  importId: string;
   meta: ImportFilePreviewPOJO;
 }

packages/server/src/interfaces/ItemEntry.ts

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

packages/server/src/interfaces/Model.ts

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

packages/server/src/interfaces/PaymentReceive.ts

@@ -8,7 +8,7 @@ import { ILedgerEntry } from './Ledger';
 import { ISaleInvoice } from './SaleInvoice';
 import { AttachmentLinkDTO } from './Attachments';
 
-export interface IPaymentReceive {
+export interface IPaymentReceived {
   id?: number;
   customerId: number;
   paymentDate: Date;
@@ -19,14 +19,14 @@ export interface IPaymentReceive {
   depositAccountId: number;
   paymentReceiveNo: string;
   statement: string;
-  entries: IPaymentReceiveEntry[];
+  entries: IPaymentReceivedEntry[];
   userId: number;
   createdAt: Date;
   updatedAt: Date;
   localAmount?: number;
   branchId?: number;
 }
-export interface IPaymentReceiveCreateDTO {
+export interface IPaymentReceivedCreateDTO {
   customerId: number;
   paymentDate: Date;
   amount: number;
@@ -35,13 +35,13 @@ export interface IPaymentReceiveCreateDTO {
   depositAccountId: number;
   paymentReceiveNo?: string;
   statement: string;
-  entries: IPaymentReceiveEntryDTO[];
+  entries: IPaymentReceivedEntryDTO[];
 
   branchId?: number;
   attachments?: AttachmentLinkDTO[];
 }
 
-export interface IPaymentReceiveEditDTO {
+export interface IPaymentReceivedEditDTO {
   customerId: number;
   paymentDate: Date;
   amount: number;
@@ -50,12 +50,12 @@ export interface IPaymentReceiveEditDTO {
   depositAccountId: number;
   paymentReceiveNo?: string;
   statement: string;
-  entries: IPaymentReceiveEntryDTO[];
+  entries: IPaymentReceivedEntryDTO[];
   branchId?: number;
   attachments?: AttachmentLinkDTO[];
 }
 
-export interface IPaymentReceiveEntry {
+export interface IPaymentReceivedEntry {
   id?: number;
   paymentReceiveId: number;
   invoiceId: number;
@@ -64,16 +64,17 @@ export interface IPaymentReceiveEntry {
   invoice?: ISaleInvoice;
 }
 
-export interface IPaymentReceiveEntryDTO {
+export interface IPaymentReceivedEntryDTO {
   id?: number;
-  index: number;
-  paymentReceiveId: number;
+  index?: number;
+  paymentReceiveId?: number;
   invoiceId: number;
   paymentAmount: number;
 }
 
-export interface IPaymentReceivesFilter extends IDynamicListFilterDTO {
+export interface IPaymentsReceivedFilter extends IDynamicListFilterDTO {
   stringifiedFilterRoles?: string;
+  filterQuery?: (trx: Knex.Transaction) => void;
 }
 
 export interface IPaymentReceivePageEntry {
@@ -88,65 +89,65 @@ export interface IPaymentReceivePageEntry {
   date: Date | string;
 }
 
-export interface IPaymentReceiveEditPage {
-  paymentReceive: IPaymentReceive;
+export interface IPaymentReceivedEditPage {
+  paymentReceive: IPaymentReceived;
   entries: IPaymentReceivePageEntry[];
 }
 
-export interface IPaymentsReceiveService {
+export interface IPaymentsReceivedService {
   validateCustomerHasNoPayments(
     tenantId: number,
     customerId: number
   ): Promise<void>;
 }
 
-export interface IPaymentReceiveSmsDetails {
+export interface IPaymentReceivedSmsDetails {
   customerName: string;
   customerPhoneNumber: string;
   smsMessage: string;
 }
 
-export interface IPaymentReceiveCreatingPayload {
+export interface IPaymentReceivedCreatingPayload {
   tenantId: number;
-  paymentReceiveDTO: IPaymentReceiveCreateDTO;
+  paymentReceiveDTO: IPaymentReceivedCreateDTO;
   trx: Knex.Transaction;
 }
 
-export interface IPaymentReceiveCreatedPayload {
+export interface IPaymentReceivedCreatedPayload {
   tenantId: number;
-  paymentReceive: IPaymentReceive;
+  paymentReceive: IPaymentReceived;
   paymentReceiveId: number;
   authorizedUser: ISystemUser;
-  paymentReceiveDTO: IPaymentReceiveCreateDTO;
+  paymentReceiveDTO: IPaymentReceivedCreateDTO;
   trx: Knex.Transaction;
 }
 
-export interface IPaymentReceiveEditedPayload {
+export interface IPaymentReceivedEditedPayload {
   tenantId: number;
   paymentReceiveId: number;
-  paymentReceive: IPaymentReceive;
-  oldPaymentReceive: IPaymentReceive;
-  paymentReceiveDTO: IPaymentReceiveEditDTO;
+  paymentReceive: IPaymentReceived;
+  oldPaymentReceive: IPaymentReceived;
+  paymentReceiveDTO: IPaymentReceivedEditDTO;
   authorizedUser: ISystemUser;
   trx: Knex.Transaction;
 }
 
-export interface IPaymentReceiveEditingPayload {
+export interface IPaymentReceivedEditingPayload {
   tenantId: number;
-  oldPaymentReceive: IPaymentReceive;
-  paymentReceiveDTO: IPaymentReceiveEditDTO;
+  oldPaymentReceive: IPaymentReceived;
+  paymentReceiveDTO: IPaymentReceivedEditDTO;
   trx: Knex.Transaction;
 }
 
-export interface IPaymentReceiveDeletingPayload {
+export interface IPaymentReceivedDeletingPayload {
   tenantId: number;
-  oldPaymentReceive: IPaymentReceive;
+  oldPaymentReceive: IPaymentReceived;
   trx: Knex.Transaction;
 }
-export interface IPaymentReceiveDeletedPayload {
+export interface IPaymentReceivedDeletedPayload {
   tenantId: number;
   paymentReceiveId: number;
-  oldPaymentReceive: IPaymentReceive;
+  oldPaymentReceive: IPaymentReceived;
   authorizedUser: ISystemUser;
   trx: Knex.Transaction;
 }

packages/server/src/interfaces/SaleEstimate.ts

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

packages/server/src/interfaces/SaleInvoice.ts

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

packages/server/src/interfaces/SaleReceipt.ts

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

packages/server/src/interfaces/Setup.ts

@@ -33,3 +33,7 @@ export interface IOrganizationBuildEventPayload {
   buildDTO: IOrganizationBuildDTO;
   systemUser: ISystemUser;
 }
+
+export interface IOrganizationBuiltEventPayload {
+  tenantId: number;
+}

packages/server/src/interfaces/Subscription.ts

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

packages/server/src/interfaces/Tenancy.ts

@@ -51,5 +51,4 @@ export interface ISystemService {
   cache();
   repositories();
   knex();
-  dbManager();
 }

packages/server/src/interfaces/VendorCredit.ts

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

packages/server/src/interfaces/index.ts

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

packages/server/src/jobs/ComputeItemCost.ts

@@ -21,7 +21,7 @@ export default class ComputeItemCostJob {
 
     agenda.define(
       'compute-item-cost',
-      { priority: 'high', concurrency: 1 },
+      { priority: 'high', concurrency: 20 },
       this.handler.bind(this)
     );
     this.agenda.on('start:compute-item-cost', this.onJobStart.bind(this));

packages/server/src/jobs/OrganizationSetup.ts

@@ -8,7 +8,7 @@ export default class OrganizationSetupJob {
   constructor(agenda) {
     agenda.define(
       'organization-setup',
-      { priority: 'high', concurrency: 1 },
+      { priority: 'high', concurrency: 20 },
       this.handler
     );
   }

packages/server/src/jobs/WriteInvoicesJEntries.ts

@@ -15,7 +15,7 @@ export default class WriteInvoicesJournalEntries {
 
     agenda.define(
       eventName,
-      { priority: 'normal', concurrency: 1 },
+      { priority: 'normal', concurrency: 20 },
       this.handler.bind(this)
     );
     agenda.on(`complete:${eventName}`, this.onJobCompleted.bind(this));

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

@@ -2,6 +2,7 @@ import moment from 'moment';
 import * as R from 'ramda';
 import { includes, isFunction, isObject, isUndefined, omit } from 'lodash';
 import { formatNumber, sortObjectKeysAlphabetically } from 'utils';
+import { EXPORT_DTE_FORMAT } from '@/services/Export/constants';
 
 export class Transformer {
   public context: any;
@@ -155,19 +156,35 @@ export class Transformer {
     this.dateFormat = format;
   }
 
+  /**
+   * Format date.
+   * @param {} date
+   * @param {string} format -
+   * @returns {}
+   */
+  protected formatDate(date, format?: string) {
+    // Use the export date format if the async operation is in exporting,
+    // otherwise use the given or default format.
+    const _format = this.context.exportAls.isExport
+      ? EXPORT_DTE_FORMAT
+      : format || this.dateFormat;
+
+    return date ? moment(date).format(_format) : '';
+  }
+
   /**
    *
    * @param date
-   * @returns
+   * @returns {}
    */
-  protected formatDate(date) {
-    return date ? moment(date).format(this.dateFormat) : '';
+  protected formatDateFromNow(date) {
+    return date ? moment(date).fromNow(true) : '';
   }
 
   /**
    *
    * @param number
-   * @returns
+   * @returns {}
    */
   protected formatNumber(number, props?) {
     return formatNumber(number, { money: false, ...props });
@@ -177,7 +194,7 @@ export class Transformer {
    *
    * @param money
    * @param options
-   * @returns
+   * @returns {}
    */
   protected formatMoney(money, options?) {
     return formatNumber(money, {

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

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

packages/server/src/loaders/dbManager.ts

@@ -1,7 +0,0 @@
-import knexManager from 'knex-db-manager';
-import { systemKnexConfig, systemDbManager } from 'config/knexConfig';
-
-export default () => knexManager.databaseManagerFactory({
-  knex: systemKnexConfig,
-  dbManager: systemDbManager,
-});

packages/server/src/loaders/dependencyInjector.ts

@@ -3,7 +3,6 @@ import LoggerInstance from '@/loaders/logger';
 import agendaFactory from '@/loaders/agenda';
 import SmsClientLoader from '@/loaders/smsClient';
 import mailInstance from '@/loaders/mail';
-import dbManagerFactory from '@/loaders/dbManager';
 import i18n from '@/loaders/i18n';
 import repositoriesLoader from '@/loaders/systemRepositories';
 import Cache from '@/services/Cache';
@@ -16,7 +15,6 @@ export default ({ mongoConnection, knex }) => {
   try {
     const agendaInstance = agendaFactory({ mongoConnection });
     const smsClientInstance = SmsClientLoader(config.easySMSGateway.api_key);
-    const dbManager = dbManagerFactory(knex);
     const cacheInstance = new Cache();
 
     Container.set('logger', LoggerInstance);
@@ -24,7 +22,6 @@ export default ({ mongoConnection, knex }) => {
     Container.set('SMSClient', smsClientInstance);
     Container.set('mail', mailInstance);
   
-    Container.set('dbManager', dbManager);
     LoggerInstance.info(
       '[DI] Database manager has been injected into container.'
     );

packages/server/src/loaders/eventEmitter.ts

@@ -115,6 +115,10 @@ import { DecrementUncategorizedTransactionOnExclude } from '@/services/Banking/E
 import { DecrementUncategorizedTransactionOnCategorize } from '@/services/Cashflow/subscribers/DecrementUncategorizedTransactionOnCategorize';
 import { DisconnectPlaidItemOnAccountDeleted } from '@/services/Banking/BankAccounts/events/DisconnectPlaidItemOnAccountDeleted';
 import { LoopsEventsSubscriber } from '@/services/Loops/LoopsEventsSubscriber';
+import { DeleteUncategorizedTransactionsOnAccountDeleting } from '@/services/Banking/BankAccounts/events/DeleteUncategorizedTransactionsOnAccountDeleting';
+import { SeedInitialDemoAccountDataOnOrgBuild } from '@/services/OneClickDemo/events/SeedInitialDemoAccountData';
+import { TriggerInvalidateCacheOnSubscriptionChange } from '@/services/Subscription/events/TriggerInvalidateCacheOnSubscriptionChange';
+import { EventsTrackerListeners } from '@/services/EventsTracker/events/events';
 
 export default () => {
   return new EventPublisher();
@@ -245,8 +249,10 @@ export const susbcribers = () => {
     DeleteCashflowTransactionOnUncategorize,
     PreventDeleteTransactionOnDelete,
 
+    // Subscription
     SubscribeFreeOnSignupCommunity,
     SendVerfiyMailOnSignUp,
+    TriggerInvalidateCacheOnSubscriptionChange,
 
     // Attachments
     AttachmentsOnSaleInvoiceCreated,
@@ -277,8 +283,14 @@ export const susbcribers = () => {
     // Plaid
     RecognizeSyncedBankTranasctions,
     DisconnectPlaidItemOnAccountDeleted,
+    DeleteUncategorizedTransactionsOnAccountDeleting,
 
     // Loops
-    LoopsEventsSubscriber
+    LoopsEventsSubscriber,
+
+    // Demo Account
+    SeedInitialDemoAccountDataOnOrgBuild,
+
+    ...EventsTrackerListeners
   ];
 };

packages/server/src/loaders/events.ts

@@ -34,4 +34,4 @@
 // import 'services/Sales/SaleInvoiceWriteoffSubscriber';
 // import 'subscribers/SaleInvoices/SendSmsNotificationToCustomer';
 // import 'subscribers/SaleReceipt/SendNotificationToCustomer';
-// import 'services/Sales/PaymentReceives/PaymentReceiveSmsSubscriber';
+// import 'services/Sales/PaymentReceived/PaymentReceiveSmsSubscriber';

packages/server/src/loaders/i18n.ts

@@ -2,6 +2,7 @@ import { I18n } from 'i18n';
 
 export default () => new I18n({
   locales: ['en', 'ar'],
+  defaultLocale: 'en',
   register: global,
   directory: global.__locales_dir,
   updateFiles: false,

packages/server/src/loaders/jobs.ts

@@ -9,7 +9,7 @@ import { SendSaleInvoiceMailJob } from '@/services/Sales/Invoices/SendSaleInvoic
 import { SendSaleInvoiceReminderMailJob } from '@/services/Sales/Invoices/SendSaleInvoiceMailReminderJob';
 import { SendSaleEstimateMailJob } from '@/services/Sales/Estimates/SendSaleEstimateMailJob';
 import { SaleReceiptMailNotificationJob } from '@/services/Sales/Receipts/SaleReceiptMailNotificationJob';
-import { PaymentReceiveMailNotificationJob } from '@/services/Sales/PaymentReceives/PaymentReceiveMailNotificationJob';
+import { PaymentReceivedMailNotificationJob } from '@/services/Sales/PaymentReceived/PaymentReceivedMailNotificationJob';
 import { PlaidFetchTransactionsJob } from '@/services/Banking/Plaid/PlaidFetchTransactionsJob';
 import { ImportDeleteExpiredFilesJobs } from '@/services/Import/jobs/ImportDeleteExpiredFilesJob';
 import { SendVerifyMailJob } from '@/services/Authentication/jobs/SendVerifyMailJob';
@@ -28,7 +28,7 @@ export default ({ agenda }: { agenda: Agenda }) => {
   new SendSaleInvoiceReminderMailJob(agenda);
   new SendSaleEstimateMailJob(agenda);
   new SaleReceiptMailNotificationJob(agenda);
-  new PaymentReceiveMailNotificationJob(agenda);
+  new PaymentReceivedMailNotificationJob(agenda);
   new PlaidFetchTransactionsJob(agenda);
   new ImportDeleteExpiredFilesJobs(agenda);
   new SendVerifyMailJob(agenda);

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

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

packages/server/src/models/Bill.ts

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

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

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

packages/server/src/models/BillPayment.ts

@@ -3,7 +3,7 @@ import TenantModel from 'models/TenantModel';
 import ModelSetting from './ModelSetting';
 import BillPaymentSettings from './BillPayment.Settings';
 import CustomViewBaseModel from './CustomViewBaseModel';
-import { DEFAULT_VIEWS } from '@/services/Sales/PaymentReceives/constants';
+import { DEFAULT_VIEWS } from '@/services/Sales/PaymentReceived/constants';
 import ModelSearchable from './ModelSearchable';
 
 export default class BillPayment extends mixin(TenantModel, [

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

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

packages/server/src/models/Branch.ts

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

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

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

packages/server/src/models/CreditNote.ts

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

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

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

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

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

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

@@ -41,17 +41,17 @@ export default {
       fieldType: 'boolean',
     },
     sell_price: {
-      name: 'item.field.cost_price',
+      name: 'item.field.sell_price',
       column: 'sell_price',
       fieldType: 'number',
     },
     cost_price: {
-      name: 'item.field.cost_account',
+      name: 'item.field.cost_price',
       column: 'cost_price',
       fieldType: 'number',
     },
     cost_account: {
-      name: 'item.field.sell_account',
+      name: 'item.field.cost_account',
       column: 'cost_account_id',
       fieldType: 'relation',
 
@@ -62,7 +62,7 @@ export default {
       relationEntityKey: 'slug',
     },
     sell_account: {
-      name: 'item.field.sell_description',
+      name: 'item.field.sell_account',
       column: 'sell_account_id',
       fieldType: 'relation',
 
@@ -155,24 +155,24 @@ export default {
       printable: false,
     },
     sellPrice: {
-      name: 'item.field.cost_price',
+      name: 'item.field.sell_price',
       type: 'number',
       exportable: true,
     },
     costPrice: {
-      name: 'item.field.cost_account',
+      name: 'item.field.cost_price',
       type: 'number',
       exportable: true,
     },
     costAccount: {
-      name: 'item.field.sell_account',
+      name: 'item.field.cost_account',
       type: 'text',
       accessor: 'costAccount.name',
       exportable: true,
       printable: false,
     },
     sellAccount: {
-      name: 'item.field.sell_description',
+      name: 'item.field.sell_account',
       type: 'text',
       accessor: 'sellAccount.name',
       exportable: true,
@@ -257,25 +257,25 @@ export default {
       name: 'item.field.sell_price',
       fieldType: 'number',
     },
-    cost_price: {
+    costPrice: {
       name: 'item.field.cost_price',
       fieldType: 'number',
     },
-    costAccount: {
+    costAccountId: {
       name: 'item.field.cost_account',
       fieldType: 'relation',
       relationModel: 'Account',
       relationImportMatch: ['name', 'code'],
       importHint: 'Matches the account name or code.',
     },
-    sellAccount: {
+    sellAccountId: {
       name: 'item.field.sell_account',
       fieldType: 'relation',
       relationModel: 'Account',
       relationImportMatch: ['name', 'code'],
       importHint: 'Matches the account name or code.',
     },
-    inventoryAccount: {
+    inventoryAccountId: {
       name: 'item.field.inventory_account',
       fieldType: 'relation',
       relationModel: 'Account',

packages/server/src/models/Pagination.ts

@@ -1,4 +1,5 @@
 import { Model } from 'objection';
+import { castArray, omit, pick } from 'lodash';
 import { isEmpty } from 'lodash';
 import { ServiceError } from '@/exceptions';
 
@@ -16,7 +17,15 @@ export default class PaginationQueryBuilder extends Model.QueryBuilder {
     });
   }
 
-  queryAndThrowIfHasRelations = ({ type, message }) => {
+  queryAndThrowIfHasRelations = ({
+    type,
+    message,
+    excludeRelations = [],
+    includedRelations = [],
+  }) => {
+    const _excludeRelations = castArray(excludeRelations);
+    const _includedRelations = castArray(includedRelations);
+
     const model = this.modelClass();
     const modelRelations = Object.keys(model.relationMappings).filter(
       (relation) =>
@@ -25,9 +34,20 @@ export default class PaginationQueryBuilder extends Model.QueryBuilder {
         ) !== -1
     );
     const relations = model.secureDeleteRelations || modelRelations;
+    const filteredByIncluded = relations.filter((r) =>
+      _includedRelations.includes(r)
+    );
+    const filteredByExcluded = relations.filter(
+      (r) => !excludeRelations.includes(r)
+    );
+    const filteredRelations = !isEmpty(_includedRelations)
+      ? filteredByIncluded
+      : !isEmpty(_excludeRelations)
+      ? filteredByExcluded
+      : relations;
 
     this.runAfter((model, query) => {
-      const nonEmptyRelations = relations.filter(
+      const nonEmptyRelations = filteredRelations.filter(
         (relation) => !isEmpty(model[relation])
       );
       if (nonEmptyRelations.length > 0) {
@@ -36,7 +56,7 @@ export default class PaginationQueryBuilder extends Model.QueryBuilder {
       return model;
     });
     return this.onBuild((query) => {
-      relations.forEach((relation) => {
+      filteredRelations.forEach((relation) => {
         query.withGraphFetched(`${relation}(selectId)`).modifiers({
           selectId(builder) {
             builder.select('id');

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

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

packages/server/src/models/PaymentReceive.ts

@@ -3,7 +3,7 @@ import TenantModel from 'models/TenantModel';
 import ModelSetting from './ModelSetting';
 import PaymentReceiveSettings from './PaymentReceive.Settings';
 import CustomViewBaseModel from './CustomViewBaseModel';
-import { DEFAULT_VIEWS } from '@/services/Sales/PaymentReceives/constants';
+import { DEFAULT_VIEWS } from '@/services/Sales/PaymentReceived/constants';
 import ModelSearchable from './ModelSearchable';
 
 export default class PaymentReceive extends mixin(TenantModel, [

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

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

packages/server/src/models/SaleEstimate.ts

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

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

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

packages/server/src/models/SaleInvoice.ts

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

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

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

packages/server/src/models/SaleReceipt.ts

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

packages/server/src/models/UncategorizedCashflowTransaction.ts

@@ -1,9 +1,8 @@
 /* eslint-disable global-require */
-import * as R from 'ramda';
-import { Model, ModelOptions, QueryContext, mixin } from 'objection';
+import moment from 'moment';
+import { Model, mixin } from 'objection';
 import TenantModel from 'models/TenantModel';
 import ModelSettings from './ModelSetting';
-import Account from './Account';
 import UncategorizedCashflowTransactionMeta from './UncategorizedCashflowTransaction.meta';
 
 export default class UncategorizedCashflowTransaction extends mixin(
@@ -167,6 +166,28 @@ export default class UncategorizedCashflowTransaction extends mixin(
       pending(query) {
         query.where('pending', true);
       },
+
+      minAmount(query, minAmount) {
+        query.where('amount', '>=', minAmount);
+      },
+
+      maxAmount(query, maxAmount) {
+        query.where('amount', '<=', maxAmount);
+      },
+
+      toDate(query, toDate) {
+        const dateFormat = 'YYYY-MM-DD';
+        const _toDate = moment(toDate).endOf('day').format(dateFormat);
+
+        query.where('date', '<=', _toDate);
+      },
+
+      fromDate(query, fromDate) {
+        const dateFormat = 'YYYY-MM-DD';
+        const _fromDate = moment(fromDate).startOf('day').format(dateFormat);
+
+        query.where('date', '>=', _fromDate);
+      },
     };
   }
 

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

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

packages/server/src/models/VendorCredit.ts

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

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

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

packages/server/src/services/Accounting/Ledger.ts

@@ -249,6 +249,7 @@ export default class Ledger implements ILedger {
 
       transactionId: entry.referenceId,
       transactionType: entry.referenceType,
+      transactionSubType: entry.transactionType,
 
       transactionNumber: entry.transactionNumber,
       referenceNumber: entry.referenceNumber,
@@ -262,6 +263,8 @@ export default class Ledger implements ILedger {
 
       taxRateId: entry.taxRateId,
       taxRate: entry.taxRate,
+
+      note: entry.note,
     };
   }
 

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

@@ -43,8 +43,8 @@ export class AccountsApplication {
 
   /**
    * Creates a new account.
-   * @param   {number} tenantId
-   * @param   {IAccountCreateDTO} accountDTO
+   * @param {number} tenantId
+   * @param {IAccountCreateDTO} accountDTO
    * @returns {Promise<IAccount>}
    */
   public createAccount = (
@@ -108,8 +108,8 @@ export class AccountsApplication {
 
   /**
    * Retrieves the account details.
-   * @param   {number} tenantId
-   * @param   {number} accountId
+   * @param {number} tenantId
+   * @param {number} accountId
    * @returns {Promise<IAccount>}
    */
   public getAccount = (tenantId: number, accountId: number) => {

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

@@ -2,6 +2,7 @@ import { Inject, Service } from 'typedi';
 import { AccountsApplication } from './AccountsApplication';
 import { Exportable } from '../Export/Exportable';
 import { IAccountsFilter, IAccountsStructureType } from '@/interfaces';
+import { EXPORT_SIZE_LIMIT } from '../Export/constants';
 
 @Service()
 export class AccountsExportable extends Exportable {
@@ -20,7 +21,7 @@ export class AccountsExportable extends Exportable {
       inactiveMode: false,
       ...query,
       structure: IAccountsStructureType.Flat,
-      pageSize: 12000,
+      pageSize: EXPORT_SIZE_LIMIT,
       page: 1,
     } as IAccountsFilter;
 

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

@@ -73,6 +73,7 @@ export class DeleteAccount {
       .throwIfNotFound()
       .queryAndThrowIfHasRelations({
         type: ERRORS.ACCOUNT_HAS_ASSOCIATED_TRANSACTIONS,
+        excludeRelations: ['uncategorizedTransactions', 'plaidItem']
       });
     // Authorize before delete account.
     await this.authorize(tenantId, accountId, oldAccount);

packages/server/src/services/Attachments/events/AttachmentsOnPaymentsReceived.ts

@@ -1,10 +1,10 @@
 import { Inject, Service } from 'typedi';
 import { isEmpty } from 'lodash';
 import {
-  IPaymentReceiveCreatedPayload,
-  IPaymentReceiveCreatingPayload,
-  IPaymentReceiveDeletingPayload,
-  IPaymentReceiveEditedPayload,
+  IPaymentReceivedCreatedPayload,
+  IPaymentReceivedCreatingPayload,
+  IPaymentReceivedDeletingPayload,
+  IPaymentReceivedEditedPayload,
 } from '@/interfaces';
 import events from '@/subscribers/events';
 import { LinkAttachment } from '../LinkAttachment';
@@ -50,13 +50,13 @@ export class AttachmentsOnPaymentsReceived {
 
   /**
    * Validates the attachment keys on creating payment.
-   * @param {IPaymentReceiveCreatingPayload}
+   * @param {IPaymentReceivedCreatingPayload}
    * @returns {Promise<void>}
    */
   private async validateAttachmentsOnPaymentCreate({
     paymentReceiveDTO,
     tenantId,
-  }: IPaymentReceiveCreatingPayload): Promise<void> {
+  }: IPaymentReceivedCreatingPayload): Promise<void> {
     if (isEmpty(paymentReceiveDTO.attachments)) {
       return;
     }
@@ -67,7 +67,7 @@ export class AttachmentsOnPaymentsReceived {
 
   /**
    * Handles linking the attachments of the created payment.
-   * @param {IPaymentReceiveCreatedPayload}
+   * @param {IPaymentReceivedCreatedPayload}
    * @returns {Promise<void>}
    */
   private async handleAttachmentsOnPaymentCreated({
@@ -75,7 +75,7 @@ export class AttachmentsOnPaymentsReceived {
     paymentReceiveDTO,
     paymentReceive,
     trx,
-  }: IPaymentReceiveCreatedPayload): Promise<void> {
+  }: IPaymentReceivedCreatedPayload): Promise<void> {
     if (isEmpty(paymentReceiveDTO.attachments)) return;
 
     const keys = paymentReceiveDTO.attachments?.map(
@@ -92,14 +92,14 @@ export class AttachmentsOnPaymentsReceived {
 
   /**
    * Handles unlinking all the unpresented keys of the edited payment.
-   * @param {IPaymentReceiveEditedPayload}
+   * @param {IPaymentReceivedEditedPayload}
    */
   private async handleUnlinkUnpresentedKeysOnPaymentEdited({
     tenantId,
     paymentReceiveDTO,
     oldPaymentReceive,
     trx,
-  }: IPaymentReceiveEditedPayload) {
+  }: IPaymentReceivedEditedPayload) {
     const keys = paymentReceiveDTO.attachments?.map(
       (attachment) => attachment.key
     );
@@ -114,7 +114,7 @@ export class AttachmentsOnPaymentsReceived {
 
   /**
    * Handles linking all the presented keys of the edited payment.
-   * @param {IPaymentReceiveEditedPayload}
+   * @param {IPaymentReceivedEditedPayload}
    * @returns {Promise<void>}
    */
   private async handleLinkPresentedKeysOnPaymentEdited({
@@ -122,7 +122,7 @@ export class AttachmentsOnPaymentsReceived {
     paymentReceiveDTO,
     oldPaymentReceive,
     trx,
-  }: IPaymentReceiveEditedPayload) {
+  }: IPaymentReceivedEditedPayload) {
     if (isEmpty(paymentReceiveDTO.attachments)) return;
 
     const keys = paymentReceiveDTO.attachments?.map(
@@ -146,7 +146,7 @@ export class AttachmentsOnPaymentsReceived {
     tenantId,
     oldPaymentReceive,
     trx,
-  }: IPaymentReceiveDeletingPayload) {
+  }: IPaymentReceivedDeletingPayload) {
     await this.unlinkAttachmentService.unlinkAllModelKeys(
       tenantId,
       'PaymentReceive',

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

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

packages/server/src/services/Banking/BankAccounts/events/DeleteUncategorizedTransactionsOnAccountDeleting.ts

@@ -0,0 +1,78 @@
+import { Inject, Service } from 'typedi';
+import { initialize } from 'objection';
+import HasTenancyService from '@/services/Tenancy/TenancyService';
+import events from '@/subscribers/events';
+import { IAccountEventDeletePayload } from '@/interfaces';
+import { DeleteBankRulesService } from '../../Rules/DeleteBankRules';
+import { RevertRecognizedTransactions } from '../../RegonizeTranasctions/RevertRecognizedTransactions';
+
+@Service()
+export class DeleteUncategorizedTransactionsOnAccountDeleting {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private deleteBankRules: DeleteBankRulesService;
+
+  @Inject()
+  private revertRecognizedTransactins: RevertRecognizedTransactions;
+
+  /**
+   * Constructor method.
+   */
+  public attach(bus) {
+    bus.subscribe(
+      events.accounts.onDelete,
+      this.handleDeleteBankRulesOnAccountDeleting.bind(this)
+    );
+  }
+
+  /**
+   * Handles revert the recognized transactions and delete all the bank rules
+   * associated to the deleted bank account.
+   * @param {IAccountEventDeletePayload}
+   */
+  private async handleDeleteBankRulesOnAccountDeleting({
+    tenantId,
+    oldAccount,
+    trx,
+  }: IAccountEventDeletePayload) {
+    const knex = this.tenancy.knex(tenantId);
+    const {
+      BankRule,
+      UncategorizedCashflowTransaction,
+      MatchedBankTransaction,
+      RecognizedBankTransaction,
+    } = this.tenancy.models(tenantId);
+
+    const foundAssociatedRules = await BankRule.query(trx).where(
+      'applyIfAccountId',
+      oldAccount.id
+    );
+    const foundAssociatedRulesIds = foundAssociatedRules.map((rule) => rule.id);
+
+    await initialize(knex, [
+      UncategorizedCashflowTransaction,
+      RecognizedBankTransaction,
+      MatchedBankTransaction,
+    ]);
+    // Revert the recognized transactions of the given bank rules.
+    await this.revertRecognizedTransactins.revertRecognizedTransactions(
+      tenantId,
+      foundAssociatedRulesIds,
+      null,
+      trx
+    );
+    // Delete the associated uncategorized transactions.
+    await UncategorizedCashflowTransaction.query(trx)
+      .where('accountId', oldAccount.id)
+      .delete();
+
+    // Delete the given bank rules.
+    await this.deleteBankRules.deleteBankRules(
+      tenantId,
+      foundAssociatedRulesIds,
+      trx
+    );
+  }
+}

packages/server/src/services/Banking/BankAccounts/events/DisconnectPlaidItemOnAccountDeleted.ts

@@ -51,6 +51,7 @@ export class DisconnectPlaidItemOnAccountDeleted {
       .findOne('plaidItemId', oldAccount.plaidItemId)
       .delete();
 
+    // Remove Plaid item once the transaction resolve.
     if (oldPlaidItem) {
       const plaidInstance = PlaidClientWrapper.getClient();
 

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

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

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

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

packages/server/src/services/Banking/Matching/GetMatchedTransactionsByBills.ts

@@ -1,18 +1,25 @@
 import { Inject, Service } from 'typedi';
 import { initialize } from 'objection';
+import { Knex } from 'knex';
+import { first } from 'lodash';
 import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
 import { GetMatchedTransactionBillsTransformer } from './GetMatchedTransactionBillsTransformer';
-import { GetMatchedTransactionsFilter, MatchedTransactionPOJO } from './types';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
+import {
+  GetMatchedTransactionsFilter,
+  IMatchTransactionDTO,
+  MatchedTransactionPOJO,
+} from './types';
 import { GetMatchedTransactionsByType } from './GetMatchedTransactionsByType';
+import { CreateBillPayment } from '@/services/Purchases/BillPayments/CreateBillPayment';
+import { IBillPaymentDTO } from '@/interfaces';
 
 @Service()
 export class GetMatchedTransactionsByBills extends GetMatchedTransactionsByType {
   @Inject()
-  private tenancy: HasTenancyService;
+  private transformer: TransformerInjectable;
 
   @Inject()
-  private transformer: TransformerInjectable;
+  private createPaymentMadeService: CreateBillPayment;
 
   /**
    * Retrieves the matched transactions.
@@ -71,4 +78,62 @@ export class GetMatchedTransactionsByBills extends GetMatchedTransactionsByType
       new GetMatchedTransactionBillsTransformer()
     );
   }
+
+  /**
+   * Creates the common matched transaction.
+   * @param {number} tenantId
+   * @param {Array<number>} uncategorizedTransactionIds
+   * @param {IMatchTransactionDTO} matchTransactionDTO
+   * @param {Knex.Transaction} trx
+   */
+  public async createMatchedTransaction(
+    tenantId: number,
+    uncategorizedTransactionIds: Array<number>,
+    matchTransactionDTO: IMatchTransactionDTO,
+    trx?: Knex.Transaction
+  ): Promise<void> {
+    await super.createMatchedTransaction(
+      tenantId,
+      uncategorizedTransactionIds,
+      matchTransactionDTO,
+      trx
+    );
+    const { Bill, UncategorizedCashflowTransaction, MatchedBankTransaction } =
+      this.tenancy.models(tenantId);
+
+    const uncategorizedTransactionId = first(uncategorizedTransactionIds);
+    const uncategorizedTransaction =
+      await UncategorizedCashflowTransaction.query(trx)
+        .findById(uncategorizedTransactionId)
+        .throwIfNotFound();
+
+    const bill = await Bill.query(trx)
+      .findById(matchTransactionDTO.referenceId)
+      .throwIfNotFound();
+
+    const createPaymentMadeDTO: IBillPaymentDTO = {
+      vendorId: bill.vendorId,
+      paymentAccountId: uncategorizedTransaction.accountId,
+      paymentDate: uncategorizedTransaction.date,
+      exchangeRate: 1,
+      entries: [
+        {
+          paymentAmount: bill.dueAmount,
+          billId: bill.id,
+        },
+      ],
+      branchId: bill.branchId,
+    };
+    // Create a new bill payment associated to the matched bill.
+    const billPayment = await this.createPaymentMadeService.createBillPayment(
+      tenantId,
+      createPaymentMadeDTO,
+      trx
+    );
+    // Link the create bill payment with matched transaction.
+    await super.createMatchedTransaction(tenantId, uncategorizedTransactionIds, {
+      referenceType: 'BillPayment',
+      referenceId: billPayment.id,
+    }, trx);
+  }
 }

packages/server/src/services/Banking/Matching/GetMatchedTransactionsByInvoices.ts

@@ -1,22 +1,26 @@
 import { Inject, Service } from 'typedi';
 import { initialize } from 'objection';
+import { Knex } from 'knex';
+import { first } from 'lodash';
 import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
 import { GetMatchedTransactionInvoicesTransformer } from './GetMatchedTransactionInvoicesTransformer';
 import {
   GetMatchedTransactionsFilter,
+  IMatchTransactionDTO,
   MatchedTransactionPOJO,
   MatchedTransactionsPOJO,
 } from './types';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { GetMatchedTransactionsByType } from './GetMatchedTransactionsByType';
+import { CreatePaymentReceived } from '@/services/Sales/PaymentReceived/CreatePaymentReceived';
+import { IPaymentReceivedCreateDTO } from '@/interfaces';
 
 @Service()
 export class GetMatchedTransactionsByInvoices extends GetMatchedTransactionsByType {
   @Inject()
-  protected tenancy: HasTenancyService;
+  protected transformer: TransformerInjectable;
 
   @Inject()
-  protected transformer: TransformerInjectable;
+  protected createPaymentReceivedService: CreatePaymentReceived;
 
   /**
    * Retrieves the matched transactions.
@@ -78,4 +82,64 @@ export class GetMatchedTransactionsByInvoices extends GetMatchedTransactionsByTy
       new GetMatchedTransactionInvoicesTransformer()
     );
   }
+
+  /**
+   * Creates the common matched transaction.
+   * @param {number} tenantId
+   * @param {Array<number>} uncategorizedTransactionIds
+   * @param {IMatchTransactionDTO} matchTransactionDTO
+   * @param {Knex.Transaction} trx
+   */
+  public async createMatchedTransaction(
+    tenantId: number,
+    uncategorizedTransactionIds: Array<number>,
+    matchTransactionDTO: IMatchTransactionDTO,
+    trx?: Knex.Transaction
+  ) {
+    await super.createMatchedTransaction(
+      tenantId,
+      uncategorizedTransactionIds,
+      matchTransactionDTO,
+      trx
+    );
+    const { SaleInvoice, UncategorizedCashflowTransaction, MatchedBankTransaction } =
+      this.tenancy.models(tenantId);
+
+    const uncategorizedTransactionId = first(uncategorizedTransactionIds);
+    const uncategorizedTransaction =
+      await UncategorizedCashflowTransaction.query(trx)
+        .findById(uncategorizedTransactionId)
+        .throwIfNotFound();
+
+    const invoice = await SaleInvoice.query(trx)
+      .findById(matchTransactionDTO.referenceId)
+      .throwIfNotFound();
+
+    const createPaymentReceivedDTO: IPaymentReceivedCreateDTO = {
+      customerId: invoice.customerId,
+      paymentDate: uncategorizedTransaction.date,
+      amount: invoice.dueAmount,
+      depositAccountId: uncategorizedTransaction.accountId,
+      entries: [
+        {
+          index: 1,
+          invoiceId: invoice.id,
+          paymentAmount: invoice.dueAmount,
+        },
+      ],
+      branchId: invoice.branchId,
+    };
+    // Create a payment received associated to the matched invoice.
+    const paymentReceived = await this.createPaymentReceivedService.createPaymentReceived(
+      tenantId,
+      createPaymentReceivedDTO,
+      {},
+      trx
+    );
+    // Link the create payment received with matched invoice transaction.
+    await super.createMatchedTransaction(tenantId, uncategorizedTransactionIds, {
+      referenceType: 'PaymentReceive',
+      referenceId: paymentReceived.id,
+    }, trx)
+  }
 }

packages/server/src/services/Banking/Matching/events/ValidateMatchingOnPaymentMadeDelete.ts

@@ -1,7 +1,7 @@
 import { Inject, Service } from 'typedi';
 import {
   IBillPaymentEventDeletedPayload,
-  IPaymentReceiveDeletedPayload,
+  IPaymentReceivedDeletedPayload,
 } from '@/interfaces';
 import { ValidateTransactionMatched } from '../ValidateTransactionsMatched';
 import events from '@/subscribers/events';
@@ -23,7 +23,7 @@ export class ValidateMatchingOnPaymentMadeDelete {
 
   /**
    * Validates the payment made transaction whether matched with bank transaction on deleting.
-   * @param {IPaymentReceiveDeletedPayload}
+   * @param {IPaymentReceivedDeletedPayload}
    */
   public async validateMatchingOnPaymentMadeDeleting({
     tenantId,

packages/server/src/services/Banking/Matching/events/ValidateMatchingOnPaymentReceivedDelete.ts

@@ -1,5 +1,5 @@
 import { Inject, Service } from 'typedi';
-import { IPaymentReceiveDeletedPayload } from '@/interfaces';
+import { IPaymentReceivedDeletedPayload } from '@/interfaces';
 import { ValidateTransactionMatched } from '../ValidateTransactionsMatched';
 import events from '@/subscribers/events';
 
@@ -20,13 +20,13 @@ export class ValidateMatchingOnPaymentReceivedDelete {
 
   /**
    * Validates the payment received transaction whether matched with bank transaction on deleting.
-   * @param {IPaymentReceiveDeletedPayload}
+   * @param {IPaymentReceivedDeletedPayload}
    */
   public async validateMatchingOnPaymentReceivedDeleting({
     tenantId,
     oldPaymentReceive,
     trx,
-  }: IPaymentReceiveDeletedPayload) {
+  }: IPaymentReceivedDeletedPayload) {
     await this.validateNoMatchingLinkedService.validateTransactionNoMatchLinking(
       tenantId,
       'PaymentReceive',

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

@@ -1,10 +1,10 @@
-import HasTenancyService from '@/services/Tenancy/TenancyService';
+import { Knex } from 'knex';
 import { Inject, Service } from 'typedi';
+import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { PlaidClientWrapper } from '@/lib/Plaid/Plaid';
 import { PlaidSyncDb } from './PlaidSyncDB';
 import { PlaidFetchedTransactionsUpdates } from '@/interfaces';
 import UnitOfWork from '@/services/UnitOfWork';
-import { Knex } from 'knex';
 
 @Service()
 export class PlaidUpdateTransactions {
@@ -19,9 +19,9 @@ export class PlaidUpdateTransactions {
 
   /**
    * Handles sync the Plaid item to Bigcaptial under UOW.
-   * @param {number} tenantId
-   * @param {number} plaidItemId
-   * @returns {Promise<{  addedCount: number; modifiedCount: number; removedCount: number; }>}
+   * @param {number} tenantId - Tenant id.
+   * @param {number} plaidItemId - Plaid item id.
+   * @returns {Promise<{ addedCount: number; modifiedCount: number; removedCount: number; }>}
    */
   public async updateTransactions(tenantId: number, plaidItemId: string) {
     return this.uow.withTransaction(tenantId, (trx: Knex.Transaction) => {

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

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

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

@@ -33,17 +33,29 @@ const matchNumberCondition = (
   transaction: UncategorizedCashflowTransaction,
   condition: IBankRuleCondition
 ) => {
+  const conditionValue = parseFloat(condition.value);
+  const transactionAmount =
+    condition.field === 'amount'
+      ? Math.abs(transaction[condition.field])
+      : (transaction[condition.field] as unknown as number);
+
   switch (condition.comparator) {
     case BankRuleConditionComparator.Equals:
-      return transaction[condition.field] === condition.value;
-    case BankRuleConditionComparator.Contains:
-      return transaction[condition.field]
-        ?.toString()
-        .includes(condition.value.toString());
-    case BankRuleConditionComparator.NotContain:
-      return !transaction[condition.field]
-        ?.toString()
-        .includes(condition.value.toString());
+    case BankRuleConditionComparator.Equal:
+      return transactionAmount === conditionValue;
+
+    case BankRuleConditionComparator.BiggerOrEqual:
+      return transactionAmount >= conditionValue;
+
+    case BankRuleConditionComparator.Bigger:
+      return transactionAmount > conditionValue;
+
+    case BankRuleConditionComparator.Smaller:
+      return transactionAmount < conditionValue;
+
+    case BankRuleConditionComparator.SmallerOrEqual:
+      return transactionAmount <= conditionValue;
+
     default:
       return false;
   }
@@ -53,18 +65,19 @@ const matchTextCondition = (
   transaction: UncategorizedCashflowTransaction,
   condition: IBankRuleCondition
 ): boolean => {
+  const transactionValue = transaction[condition.field] as string;
+
   switch (condition.comparator) {
     case BankRuleConditionComparator.Equals:
-      return transaction[condition.field] === condition.value;
+    case BankRuleConditionComparator.Equal:
+      return transactionValue === condition.value;
     case BankRuleConditionComparator.Contains:
-      const fieldValue = lowerCase(transaction[condition.field]);
+      const fieldValue = lowerCase(transactionValue);
       const conditionValue = lowerCase(condition.value);
 
       return fieldValue.includes(conditionValue);
     case BankRuleConditionComparator.NotContain:
-      return !transaction[condition.field]?.includes(
-        condition.value.toString()
-      );
+      return !transactionValue?.includes(condition.value.toString());
     default:
       return false;
   }
@@ -101,8 +114,8 @@ const determineFieldType = (field: string): string => {
     case 'amount':
       return 'number';
     case 'description':
-      return 'text';
+    case 'payee':
     default:
-      return 'unknown';
+      return 'text';
   }
-};
+};

packages/server/src/services/Banking/RegonizeTranasctions/events/TriggerRecognizedTransactions.ts

@@ -1,4 +1,5 @@
 import { Inject, Service } from 'typedi';
+import { isEqual, omit } from 'lodash';
 import events from '@/subscribers/events';
 import {
   IBankRuleEventCreatedPayload,
@@ -55,10 +56,22 @@ export class TriggerRecognizedTransactions {
   private async recognizedTransactionsOnRuleEdited({
     tenantId,
     editRuleDTO,
+    oldBankRule,
+    bankRule,
     ruleId,
   }: IBankRuleEventEditedPayload) {
     const payload = { tenantId, ruleId };
 
+    // Cannot continue if the new and old bank rule values are the same,
+    // after excluding `createdAt` and `updatedAt` dates.
+    if (
+      isEqual(
+        omit(bankRule, ['createdAt', 'updatedAt']),
+        omit(oldBankRule, ['createdAt', 'updatedAt'])
+      )
+    ) {
+      return;
+    }
     await this.agenda.now(
       'rerecognize-uncategorized-transactions-job',
       payload
@@ -87,12 +100,14 @@ export class TriggerRecognizedTransactions {
   private async triggerRecognizeTransactionsOnImportCommitted({
     tenantId,
     importId,
-    meta,
   }: IImportFileCommitedEventPayload) {
     const importFile = await Import.query().findOne({ importId });
     const batch = importFile.paramsParsed.batch;
     const payload = { tenantId, transactionsCriteria: { batch } };
 
+    // Cannot continue if the imported resource is not bank account transactions.
+    if (importFile.resource !== 'UncategorizedCashflowTransaction') return;
+
     await this.agenda.now('recognize-uncategorized-transactions-job', payload);
   }
 }

packages/server/src/services/Banking/Rules/DeleteBankRule.ts

@@ -26,31 +26,39 @@ export class DeleteBankRuleSerivce {
    * @param {number} ruleId
    * @returns {Promise<void>}
    */
-  public async deleteBankRule(tenantId: number, ruleId: number): Promise<void> {
+  public async deleteBankRule(
+    tenantId: number,
+    ruleId: number,
+    trx?: Knex.Transaction
+  ): Promise<void> {
     const { BankRule, BankRuleCondition } = this.tenancy.models(tenantId);
 
     const oldBankRule = await BankRule.query()
       .findById(ruleId)
       .throwIfNotFound();
 
-    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
-      // Triggers `onBankRuleDeleting` event.
-      await this.eventPublisher.emitAsync(events.bankRules.onDeleting, {
-        tenantId,
-        oldBankRule,
-        ruleId,
-        trx,
-      } as IBankRuleEventDeletingPayload);
+    return this.uow.withTransaction(
+      tenantId,
+      async (trx: Knex.Transaction) => {
+        // Triggers `onBankRuleDeleting` event.
+        await this.eventPublisher.emitAsync(events.bankRules.onDeleting, {
+          tenantId,
+          oldBankRule,
+          ruleId,
+          trx,
+        } as IBankRuleEventDeletingPayload);
 
-      await BankRuleCondition.query(trx).where('ruleId', ruleId).delete();
-      await BankRule.query(trx).findById(ruleId).delete();
+        await BankRuleCondition.query(trx).where('ruleId', ruleId).delete()
+        await BankRule.query(trx).findById(ruleId).delete();
 
-      // Triggers `onBankRuleDeleted` event.
-      await await this.eventPublisher.emitAsync(events.bankRules.onDeleted, {
-        tenantId,
-        ruleId,
-        trx,
-      } as IBankRuleEventDeletedPayload);
-    });
+        // Triggers `onBankRuleDeleted` event.
+        await await this.eventPublisher.emitAsync(events.bankRules.onDeleted, {
+          tenantId,
+          ruleId,
+          trx,
+        } as IBankRuleEventDeletedPayload);
+      },
+      trx
+    );
   }
 }

packages/server/src/services/Banking/Rules/DeleteBankRules.ts

@@ -0,0 +1,34 @@
+import { Knex } from 'knex';
+import { Inject, Service } from 'typedi';
+import PromisePool from '@supercharge/promise-pool';
+import { castArray, uniq } from 'lodash';
+import { DeleteBankRuleSerivce } from './DeleteBankRule';
+
+@Service()
+export class DeleteBankRulesService {
+  @Inject()
+  private deleteBankRuleService: DeleteBankRuleSerivce;
+
+  /**
+   * Delete bank rules.
+   * @param {number} tenantId
+   * @param {number | Array<number>} bankRuleId
+   */
+  async deleteBankRules(
+    tenantId: number,
+    bankRuleId: number | Array<number>,
+    trx?: Knex.Transaction
+  ) {
+    const bankRulesIds = uniq(castArray(bankRuleId));
+
+    const results = await PromisePool.withConcurrency(1)
+      .for(bankRulesIds)
+      .process(async (bankRuleId: number) => {
+        await this.deleteBankRuleService.deleteBankRule(
+          tenantId,
+          bankRuleId,
+          trx
+        );
+      });
+  }
+}

packages/server/src/services/Banking/Rules/EditBankRule.ts

@@ -47,6 +47,7 @@ export class EditBankRuleService {
 
     const oldBankRule = await BankRule.query()
       .findById(ruleId)
+      .withGraphFetched('conditions')
       .throwIfNotFound();
 
     const tranformDTO = this.transformDTO(editRuleDTO);
@@ -64,15 +65,15 @@ export class EditBankRuleService {
         } as IBankRuleEventEditingPayload);
 
         // Updates the given bank rule.
-        await BankRule.query(trx).upsertGraphAndFetch({
+        const bankRule = await BankRule.query(trx).upsertGraphAndFetch({
           ...tranformDTO,
           id: ruleId,
         });
-
         // Triggers `onBankRuleEdited` event.
         await this.eventPublisher.emitAsync(events.bankRules.onEdited, {
           tenantId,
           oldBankRule,
+          bankRule,
           ruleId,
           editRuleDTO,
           trx,

packages/server/src/services/Banking/Rules/types.ts

@@ -1,15 +1,20 @@
 import { Knex } from 'knex';
 
 export enum BankRuleConditionField {
-  Amount = 'Amount',
-  Description = 'Description',
-  Payee = 'Payee',
+  Amount = 'amount',
+  Description = 'description',
+  Payee = 'payee',
 }
 
 export enum BankRuleConditionComparator {
   Contains = 'contains',
   Equals = 'equals',
+  Equal = 'equal',
   NotContain = 'not_contain',
+  Bigger = 'bigger',
+  BiggerOrEqual = 'bigger_or_equal',
+  Smaller = 'smaller',
+  SmallerOrEqual = 'smaller_or_equal',
 }
 
 export interface IBankRuleCondition {
@@ -56,7 +61,15 @@ export enum BankRuleAssignCategory {
 export interface IBankRuleConditionDTO {
   id?: number;
   field: string;
-  comparator: string;
+  comparator:
+    | 'contains'
+    | 'equals'
+    | 'not_contains'
+    | 'equal'
+    | 'bigger'
+    | 'bigger_or_equal'
+    | 'smaller'
+    | 'smaller_or_equal';
   value: number;
 }
 
@@ -99,6 +112,8 @@ export interface IBankRuleEventEditingPayload {
 export interface IBankRuleEventEditedPayload {
   tenantId: number;
   ruleId: number;
+  oldBankRule: IBankRule;
+  bankRule: IBankRule;
   editRuleDTO: IEditBankRuleDTO;
   trx?: Knex.Transaction;
 }

packages/server/src/services/Branches/Subscribers/Validators/PaymentReceiveBranchSubscriber.ts

@@ -1,8 +1,8 @@
 import { Inject, Service } from 'typedi';
 import events from '@/subscribers/events';
 import {
-  IPaymentReceiveCreatingPayload,
-  IPaymentReceiveEditingPayload,
+  IPaymentReceivedCreatingPayload,
+  IPaymentReceivedEditingPayload,
 } from '@/interfaces';
 import { ValidateBranchExistance } from '../../Integrations/ValidateBranchExistance';
 
@@ -28,12 +28,12 @@ export class PaymentReceiveBranchValidateSubscriber {
 
   /**
    * Validate branch existance on estimate creating.
-   * @param {IPaymentReceiveCreatingPayload} payload
+   * @param {IPaymentReceivedCreatingPayload} payload
    */
   private validateBranchExistanceOnPaymentCreating = async ({
     tenantId,
     paymentReceiveDTO,
-  }: IPaymentReceiveCreatingPayload) => {
+  }: IPaymentReceivedCreatingPayload) => {
     await this.validateBranchExistance.validateTransactionBranchWhenActive(
       tenantId,
       paymentReceiveDTO.branchId
@@ -42,12 +42,12 @@ export class PaymentReceiveBranchValidateSubscriber {
 
   /**
    * Validate branch existance once estimate editing.
-   * @param {IPaymentReceiveEditingPayload} payload
+   * @param {IPaymentReceivedEditingPayload} payload
    */
   private validateBranchExistanceOnPaymentEditing = async ({
     paymentReceiveDTO,
     tenantId,
-  }: IPaymentReceiveEditingPayload) => {
+  }: IPaymentReceivedEditingPayload) => {
     await this.validateBranchExistance.validateTransactionBranchWhenActive(
       tenantId,
       paymentReceiveDTO.branchId

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

@@ -8,7 +8,12 @@ export class CashflowAccountTransformer extends Transformer {
    * @returns {string[]}
    */
   public includeAttributes = (): string[] => {
-    return ['formattedAmount'];
+    return [
+      'formattedAmount',
+      'lastFeedsUpdatedAt',
+      'lastFeedsUpdatedAtFormatted',
+      'lastFeedsUpdatedFromNow',
+    ];
   };
 
   /**
@@ -29,7 +34,7 @@ export class CashflowAccountTransformer extends Transformer {
 
   /**
    * Retrieve formatted account amount.
-   * @param   {IAccount} invoice
+   * @param {IAccount} invoice
    * @returns {string}
    */
   protected formattedAmount = (account: IAccount): string => {
@@ -37,4 +42,22 @@ export class CashflowAccountTransformer extends Transformer {
       currencyCode: account.currencyCode,
     });
   };
+
+  /**
+   * Retrieves the last feeds update at formatted date.
+   * @param {IAccount} account
+   * @returns {string}
+   */
+  protected lastFeedsUpdatedAtFormatted(account: IAccount): string {
+    return this.formatDate(account.lastFeedsUpdatedAt);
+  }
+
+  /**
+   * Retrieves the last feeds updated from now.
+   * @param {IAccount} account
+   * @returns {string}
+   */
+  protected lastFeedsUpdatedFromNow(account: IAccount): string {
+    return this.formatDateFromNow(account.lastFeedsUpdatedAt);
+  }
 }

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

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

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

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