refactor(webapp): bound Formik fields across all components

bugs bashing

.all-contributorsrc

@@ -168,6 +168,16 @@
       "contributions": [
         "bug"
       ]
+    },
+    {
+      "login": "Daniel15",
+      "name": "Daniel Lo Nigro",
+      "avatar_url": "https://avatars.githubusercontent.com/u/91933?v=4",
+      "profile": "https://d.sb/",
+      "contributions": [
+        "bug",
+        "code"
+      ]
     }
   ],
   "contributorsPerLine": 7,

README.md

@@ -135,6 +135,7 @@ Thanks goes to these wonderful people ([emoji key](https://allcontributors.org/d
       <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>
       <td align="center" valign="top" width="14.28%"><a href="https://nklmantey.com/"><img src="https://avatars.githubusercontent.com/u/90279429?v=4?s=100" width="100px;" alt="Mantey"/><br /><sub><b>Mantey</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Anklmantey" title="Bug reports">🐛</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="https://d.sb/"><img src="https://avatars.githubusercontent.com/u/91933?v=4?s=100" width="100px;" alt="Daniel Lo Nigro"/><br /><sub><b>Daniel Lo Nigro</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3ADaniel15" title="Bug reports">🐛</a> <a href="https://github.com/bigcapitalhq/bigcapital/commits?author=Daniel15" title="Code">💻</a></td>
     </tr>
   </tbody>
 </table>

packages/server/package.json

@@ -167,6 +167,9 @@
       "**/*.(t|j)s"
     ],
     "coverageDirectory": "../coverage",
-    "testEnvironment": "node"
+    "testEnvironment": "node",
+    "moduleNameMapper": {
+      "^@/(.*)$": "<rootDir>/$1"
+    }
   }
 }

packages/server/src/common/config/app.ts

@@ -0,0 +1,5 @@
+import { registerAs } from '@nestjs/config';
+
+export default registerAs('app', () => ({
+  baseUrl: process.env.BASE_URL,
+}));

packages/server/src/common/config/index.ts

@@ -1,3 +1,4 @@
+import app from './app';
 import systemDatabase from './system-database';
 import tenantDatabase from './tenant-database';
 import signup from './signup';
@@ -18,6 +19,7 @@ import throttle from './throttle';
 import cloud from './cloud';
 
 export const config = [
+  app,
   systemDatabase,
   cloud,
   tenantDatabase,

packages/server/src/common/interceptors/serialize.interceptor.ts

@@ -7,53 +7,46 @@ import {
 } from '@nestjs/common';
 import { type Observable } from 'rxjs';
 import { map } from 'rxjs/operators';
+import { mapKeysDeep } from '@/utils/deepdash';
 
-export function camelToSnake<T = any>(value: T) {
+export function camelToSnake<T = any>(value: T): T {
   if (value === null || value === undefined) {
     return value;
   }
-  if (Array.isArray(value)) {
+  return mapKeysDeep(
-    return value.map(camelToSnake);
+    value,
-  }
+    (_value: string, key: any, parent: any, context: any) => {
-  if (typeof value === 'object' && !(value instanceof Date)) {
+      if (Array.isArray(parent)) {
-    return Object.fromEntries(
+        // tell mapKeysDeep to skip mapping inside this branch
-      Object.entries(value).map(([key, value]) => [
+        context.skipChildren = true;
-        key
+        return key;
-          .split(/(?=[A-Z])/)
+      }
-          .join('_')
+      return key
-          .toLowerCase(),
+        .split(/(?=[A-Z])/)
-        camelToSnake(value),
+        .join('_')
-      ]),
+        .toLowerCase();
-    );
+    },
-  }
+  ) as T;
-  return value;
 }
 
-export function snakeToCamel<T = any>(value: T) {
+export function snakeToCamel<T = any>(value: T): T {
   if (value === null || value === undefined) {
     return value;
   }
-
+  return mapKeysDeep(
-  if (Array.isArray(value)) {
+    value,
-    return value.map(snakeToCamel);
+    (_value: string, key: any, parent: any, context: any) => {
-  }
+      if (Array.isArray(parent)) {
-
+        // tell mapKeysDeep to skip mapping inside this branch
-  const impl = (str: string) => {
+        context.skipChildren = true;
-    const converted = str.replace(/([-_]\w)/g, (group) =>
+        return key;
-      group[1].toUpperCase(),
+      }
-    );
+      const converted = key.replace(/([-_]\w)/g, (group) =>
-    return converted[0].toLowerCase() + converted.slice(1);
+        group[1].toUpperCase(),
-  };
+      );
-
+      return converted[0].toLowerCase() + converted.slice(1);
-  if (typeof value === 'object' && !(value instanceof Date)) {
+    },
-    return Object.fromEntries(
+  ) as T;
-      Object.entries(value).map(([key, value]) => [
-        impl(key),
-        snakeToCamel(value),
-      ]),
-    );
-  }
-  return value;
 }
 
 export const DEFAULT_STRATEGY = {
@@ -63,7 +56,7 @@ export const DEFAULT_STRATEGY = {
 
 @Injectable()
 export class SerializeInterceptor implements NestInterceptor<any, any> {
-  constructor(@Optional() readonly strategy = DEFAULT_STRATEGY) {}
+  constructor(@Optional() readonly strategy = DEFAULT_STRATEGY) { }
 
   intercept(
     context: ExecutionContext,

packages/server/src/constants/metable-options.ts

@@ -1,4 +1,27 @@
-// import { getTransactionsLockingSettingsSchema } from '@/api/controllers/TransactionsLocking/utils';
+import { chain, mapKeys } from 'lodash';
+
+const getTransactionsLockingSettingsSchema = (modules: string[]) => {
+  const moduleSchema = {
+    active: { type: 'boolean' },
+    lock_to_date: { type: 'date' },
+    unlock_from_date: { type: 'date' },
+    unlock_to_date: { type: 'date' },
+    lock_reason: { type: 'string' },
+    unlock_reason: { type: 'string' },
+  };
+  return chain(modules)
+    .map((module: string) => {
+      return mapKeys(moduleSchema, (value, key: string) => `${module}.${key}`);
+    })
+    .flattenDeep()
+    .reduce((result, value) => {
+      return {
+        ...result,
+        ...value,
+      };
+    }, {})
+    .value();
+};
 
 export const SettingsOptions = {
   organization: {
@@ -223,12 +246,12 @@ export const SettingsOptions = {
     'locking-type': {
       type: 'string',
     },
-    // ...getTransactionsLockingSettingsSchema([
+    ...getTransactionsLockingSettingsSchema([
-    //   'all',
+      'all',
-    //   'sales',
+      'sales',
-    //   'purchases',
+      'purchases',
-    //   'financial',
+      'financial',
-    // ]),
+    ]),
   },
   features: {
     'multi-warehouses': {

packages/server/src/i18n/en/account.json

@@ -3,6 +3,7 @@
   "field.description": "Description",
   "field.slug": "Account slug",
   "field.code": "Account code",
+  "field.code_hint": "Unique number to identify the account.",
   "field.root_type": "Root type",
   "field.normal": "Account normal",
   "field.normal.credit": "Credit",
@@ -13,5 +14,6 @@
   "field.balance": "Balance",
   "field.bank_balance": "Bank Balance",
   "field.parent_account": "Parent Account",
-  "field.created_at": "Created at"
+  "field.created_at": "Created at",
+  "field.account_hint": "Matches the account name or code."
 }

packages/server/src/i18n/en/bill.json

@@ -0,0 +1,27 @@
+{
+  "field.vendor": "Vendor",
+  "field.bill_number": "Bill No.",
+  "field.bill_date": "Date",
+  "field.due_date": "Due Date",
+  "field.reference_no": "Reference No.",
+  "field.exchange_rate": "Exchange Rate",
+  "field.note": "Note",
+  "field.open": "Open",
+  "field.entries": "Entries",
+  "field.item": "Item",
+  "field.item_hint": "Matches the item name or code.",
+  "field.rate": "Rate",
+  "field.quantity": "Quantity",
+  "field.description": "Line Description",
+  "field.amount": "Amount",
+  "field.payment_amount": "Payment Amount",
+  "field.status": "Status",
+  "field.status.paid": "Paid",
+  "field.status.partially-paid": "Partially Paid",
+  "field.status.overdue": "Overdue",
+  "field.status.unpaid": "Unpaid",
+  "field.status.opened": "Opened",
+  "field.status.draft": "Draft",
+  "field.created_at": "Created At"
+}
+

packages/server/src/i18n/en/bill_payment.json

@@ -0,0 +1,15 @@
+{
+  "field.vendor": "Vendor",
+  "field.payment_date": "Payment Date",
+  "field.payment_number": "Payment No.",
+  "field.payment_account": "Payment Account",
+  "field.exchange_rate": "Exchange Rate",
+  "field.note": "Note",
+  "field.reference": "Reference",
+  "field.entries": "Entries",
+  "field.entries.bill": "Bill",
+  "field.entries.payment_amount": "Payment Amount",
+  "field.payment_number_hint": "The payment number should be unique.",
+  "field.bill_hint": "Matches the bill number."
+}
+

packages/server/src/i18n/en/credit_note.json

@@ -0,0 +1,16 @@
+{
+  "field.customer": "Customer",
+  "field.exchange_rate": "Exchange Rate",
+  "field.credit_note_date": "Credit Note Date",
+  "field.reference_no": "Reference No.",
+  "field.note": "Note",
+  "field.terms_conditions": "Terms & Conditions",
+  "field.credit_note_number": "Credit Note Number",
+  "field.open": "Open",
+  "field.entries": "Entries",
+  "field.item": "Item",
+  "field.rate": "Rate",
+  "field.quantity": "Quantity",
+  "field.description": "Description"
+}
+

packages/server/src/i18n/en/estimate.json

@@ -0,0 +1,21 @@
+{
+  "field.customer": "Customer",
+  "field.estimate_date": "Estimate Date",
+  "field.expiration_date": "Expiration Date",
+  "field.estimate_number": "Estimate No.",
+  "field.reference_no": "Reference No.",
+  "field.exchange_rate": "Exchange Rate",
+  "field.currency": "Currency",
+  "field.note": "Note",
+  "field.terms_conditions": "Terms & Conditions",
+  "field.delivered": "Delivered",
+  "field.entries": "Entries",
+  "field.amount": "Amount",
+  "field.status": "Status",
+  "field.status.draft": "Draft",
+  "field.status.delivered": "Delivered",
+  "field.status.rejected": "Rejected",
+  "field.status.approved": "Approved",
+  "field.created_at": "Created At"
+}
+

packages/server/src/i18n/en/invoice.json

@@ -26,6 +26,7 @@
   "field.due_amount": "Due amount",
   "field.delivered": "Delivered",
   "field.item_name": "Item Name",
+  "field.item_hint": "Matches the item name or code.",
   "field.rate": "Rate",
   "field.quantity": "Quantity",
   "field.description": "Description",
@@ -38,5 +39,7 @@
   "field.status.draft": "Draft",
   "field.created_at": "Created at",
   "field.currency": "Currency",
-  "field.entries": "Entries"
+  "field.entries": "Entries",
+  "field.branch": "Branch",
+  "field.warehouse": "Warehouse"
 }

packages/server/src/i18n/en/item.json

@@ -17,6 +17,7 @@
   "field.quantity_on_hand": "Quantity on Hand",
   "field.note": "Note",
   "field.category": "Category",
+  "field.category_hint": "Matches the category name.",
   "field.active": "Active",
   "field.created_at": "Created At"
 }

packages/server/src/i18n/en/payment_receive.json

@@ -0,0 +1,17 @@
+{
+  "field.customer": "Customer",
+  "field.payment_date": "Payment Date",
+  "field.amount": "Amount",
+  "field.reference_no": "Reference No.",
+  "field.deposit_account": "Deposit Account",
+  "field.payment_receive_no": "Payment No.",
+  "field.statement": "Statement",
+  "field.entries": "Entries",
+  "field.exchange_rate": "Exchange Rate",
+  "field.invoice": "Invoice",
+  "field.entries.payment_amount": "Payment Amount",
+  "field.created_at": "Created At",
+  "field.payment_no_hint": "The payment number should be unique.",
+  "field.invoice_hint": "Matches the invoice number."
+}
+

packages/server/src/i18n/en/receipt.json

@@ -10,5 +10,21 @@
   "paper.receipt_amount": "Receipt amount",
   "paper.total": "Total",
   "paper.balance_due": "Balance Due",
-  "paper.payment_amount": "Payment Amount"
+  "paper.payment_amount": "Payment Amount",
+
+  "field.receipt_date": "Receipt Date",
+  "field.customer": "Customer",
+  "field.deposit_account": "Deposit Account",
+  "field.exchange_rate": "Exchange Rate",
+  "field.receipt_number": "Receipt Number",
+  "field.reference_no": "Reference No.",
+  "field.closed": "Closed",
+  "field.entries": "Entries",
+  "field.statement": "Statement",
+  "field.receipt_message": "Receipt Message",
+  "field.amount": "Amount",
+  "field.status": "Status",
+  "field.status.draft": "Draft",
+  "field.status.closed": "Closed",
+  "field.created_at": "Created At"
 }

packages/server/src/i18n/en/vendor_credit.json

@@ -2,5 +2,18 @@
   "view.draft": "Draft",
   "view.published": "Published",
   "view.open": "Open",
-  "view.closed": "Closed"
+  "view.closed": "Closed",
+
+  "field.vendor": "Vendor",
+  "field.vendor_credit_number": "Vendor Credit No.",
+  "field.vendor_credit_date": "Vendor Credit Date",
+  "field.reference_no": "Reference No.",
+  "field.exchange_rate": "Exchange Rate",
+  "field.note": "Note",
+  "field.open": "Open",
+  "field.entries": "Entries",
+  "field.item": "Item",
+  "field.rate": "Rate",
+  "field.quantity": "Quantity",
+  "field.description": "Description"
 }

packages/server/src/main.ts

@@ -8,6 +8,7 @@ import { ServiceErrorFilter } from './common/filters/service-error.filter';
 import { ModelHasRelationsFilter } from './common/filters/model-has-relations.filter';
 import { ValidationPipe } from './common/pipes/ClassValidation.pipe';
 import { ToJsonInterceptor } from './common/interceptors/to-json.interceptor';
+import { NestExpressApplication } from '@nestjs/platform-express';
 
 global.__public_dirname = path.join(__dirname, '..', 'public');
 global.__static_dirname = path.join(__dirname, '../static');
@@ -15,7 +16,10 @@ global.__views_dirname = path.join(global.__static_dirname, '/views');
 global.__images_dirname = path.join(global.__static_dirname, '/images');
 
 async function bootstrap() {
-  const app = await NestFactory.create(AppModule, { rawBody: true });
+  const app = await NestFactory.create<NestExpressApplication>(AppModule, {
+    rawBody: true,
+  });
+  app.set('query parser', 'extended');
   app.setGlobalPrefix('/api');
 
   // create and mount the middleware manually here

packages/server/src/modules/Accounts/models/Account.meta.ts

@@ -156,7 +156,7 @@ export const AccountMeta = {
       minLength: 3,
       maxLength: 6,
       unique: true,
-      importHint: 'Unique number to identify the account.',
+      importHint: 'account.field.code_hint',
     },
     accountType: {
       name: 'account.field.type',

packages/server/src/modules/BankingCategorize/commands/UncategorizedTransactionsImportable.ts

@@ -1,7 +1,7 @@
 import { Inject, Injectable } from '@nestjs/common';
 import { Knex } from 'knex';
 import * as yup from 'yup';
-import uniqid from 'uniqid';
+import * as uniqid from 'uniqid';
 import { Importable } from '../../Import/Importable';
 import { CreateUncategorizedTransactionService } from './CreateUncategorizedTransaction.service';
 import { ImportableContext } from '../../Import/interfaces';
@@ -9,8 +9,10 @@ import { BankTransactionsSampleData } from '../../BankingTransactions/constants'
 import { Account } from '@/modules/Accounts/models/Account.model';
 import { CreateUncategorizedTransactionDTO } from '../types/BankingCategorize.types';
 import { TenantModelProxy } from '@/modules/System/models/TenantBaseModel';
-
+import { ImportableService } from '../../Import/decorators/Import.decorator';
+import { UncategorizedBankTransaction } from '../../BankingTransactions/models/UncategorizedBankTransaction';
 @Injectable()
+@ImportableService({ name: UncategorizedBankTransaction.name })
 export class UncategorizedTransactionsImportable extends Importable {
   constructor(
     private readonly createUncategorizedTransaction: CreateUncategorizedTransactionService,

packages/server/src/modules/BankingMatching/_utils.ts

@@ -1,6 +1,6 @@
 import * as moment from 'moment';
 import * as R from 'ramda';
-import { isEmpty, sumBy } from 'lodash';
+import { isEmpty, round, sumBy } from 'lodash';
 import { ERRORS, MatchedTransactionPOJO } from './types';
 import { ServiceError } from '../Items/ServiceError';
 
@@ -22,18 +22,24 @@ export const sortClosestMatchTransactions = (
 };
 
 export const sumMatchTranasctions = (transactions: Array<any>) => {
-  return transactions.reduce(
+  const total = transactions.reduce(
-    (total, item) =>
+    (sum, item) => {
-      total +
+      const amount = parseFloat(item.amount) || 0;
-      (item.transactionNormal === 'debit' ? 1 : -1) * parseFloat(item.amount),
+      const multiplier = item.transactionNormal === 'debit' ? 1 : -1;
+      return sum + multiplier * amount;
+    },
     0
   );
+  // Round to 2 decimal places to avoid floating-point precision issues
+  return round(total, 2);
 };
 
 export const sumUncategorizedTransactions = (
   uncategorizedTransactions: Array<any>
 ) => {
-  return sumBy(uncategorizedTransactions, 'amount');
+  const total = sumBy(uncategorizedTransactions, 'amount');
+  // Round to 2 decimal places to avoid floating-point precision issues
+  return round(total, 2);
 };
 
 export const validateUncategorizedTransactionsNotMatched = (

packages/server/src/modules/BankingMatching/commands/MatchTransactions.ts

@@ -34,7 +34,7 @@ export class MatchBankTransactions {
     private readonly uncategorizedBankTransactionModel: TenantModelProxy<
       typeof UncategorizedBankTransaction
     >,
-  ) {}
+  ) { }
 
   /**
    * Validates the match bank transactions DTO.
@@ -100,7 +100,10 @@ export class MatchBankTransactions {
     );
     // Validates the total given matching transcations whether is not equal
     // uncategorized transaction amount.
-    if (totalUncategorizedTransactions !== totalMatchedTranasctions) {
+    // Use tolerance-based comparison to handle floating-point precision issues
+    const tolerance = 0.01; // Allow 0.01 difference for floating-point precision
+    const difference = Math.abs(totalUncategorizedTransactions - totalMatchedTranasctions);
+    if (difference > tolerance) {
       throw new ServiceError(ERRORS.TOTAL_MATCHING_TRANSACTIONS_INVALID);
     }
   }

packages/server/src/modules/BankingMatching/commands/MatchTransactionsTypes.ts

@@ -12,24 +12,30 @@ export class MatchTransactionsTypes {
   private static registry: MatchTransactionsTypesRegistry;
 
   /**
-   * Consttuctor method.
+   * Constructor method.
    */
-  constructor() {
+  constructor(
+    private readonly getMatchedInvoicesService: GetMatchedTransactionsByInvoices,
+    private readonly getMatchedBillsService: GetMatchedTransactionsByBills,
+    private readonly getMatchedExpensesService: GetMatchedTransactionsByExpenses,
+    private readonly getMatchedManualJournalsService: GetMatchedTransactionsByManualJournals,
+    private readonly getMatchedCashflowService: GetMatchedTransactionsByCashflow,
+  ) {
     this.boot();
   }
 
   get registered() {
     return [
-      { type: 'SaleInvoice', service: GetMatchedTransactionsByInvoices },
+      { type: 'SaleInvoice', service: this.getMatchedInvoicesService },
-      { type: 'Bill', service: GetMatchedTransactionsByBills },
+      { type: 'Bill', service: this.getMatchedBillsService },
-      { type: 'Expense', service: GetMatchedTransactionsByExpenses },
+      { type: 'Expense', service: this.getMatchedExpensesService },
       {
         type: 'ManualJournal',
-        service: GetMatchedTransactionsByManualJournals,
+        service: this.getMatchedManualJournalsService,
       },
       {
         type: 'CashflowTransaction',
-        service: GetMatchedTransactionsByCashflow,
+        service: this.getMatchedCashflowService,
       },
     ];
   }
@@ -50,14 +56,13 @@ export class MatchTransactionsTypes {
    * Boots all the registered importables.
    */
   public boot() {
-    if (!MatchTransactionsTypes.registry) {
+    const instance = MatchTransactionsTypesRegistry.getInstance();
-      const instance = MatchTransactionsTypesRegistry.getInstance();
 
-      this.registered.forEach((registered) => {
+    // Always register services to ensure they're available
-        // const serviceInstanace = Container.get(registered.service);
+    this.registered.forEach((registered) => {
-        // instance.register(registered.type, serviceInstanace);
+      instance.register(registered.type, registered.service);
-      });
+    });
-      MatchTransactionsTypes.registry = instance;
+
-    }
+    MatchTransactionsTypes.registry = instance;
   }
 }

packages/server/src/modules/BankingTransactions/BankingTransactions.module.ts

@@ -83,4 +83,4 @@ const models = [
     CreateBankTransactionService
   ],
 })
-export class BankingTransactionsModule {}
+export class BankingTransactionsModule { }

packages/server/src/modules/BankingTransactions/dtos/NumberFormatQuery.dto.ts

@@ -1,4 +1,4 @@
-import { Type } from 'class-transformer';
+import { Transform, Type } from 'class-transformer';
 import {
   IsBoolean,
   IsEnum,
@@ -7,6 +7,7 @@ import {
   IsPositive,
 } from 'class-validator';
 import { ApiPropertyOptional } from '@nestjs/swagger';
+import { parseBoolean } from '@/utils/parse-boolean';
 
 export class NumberFormatQueryDto {
   @ApiPropertyOptional({
@@ -24,6 +25,7 @@ export class NumberFormatQueryDto {
     example: false,
   })
   @IsBoolean()
+  @Transform(({ value }) => parseBoolean(value, false))
   @IsOptional()
   readonly divideOn1000: boolean;
 
@@ -32,6 +34,7 @@ export class NumberFormatQueryDto {
     example: true,
   })
   @IsBoolean()
+  @Transform(({ value }) => parseBoolean(value, false))
   @IsOptional()
   readonly showZero: boolean;
 

packages/server/src/modules/BankingTransactions/models/UncategorizedBankTransaction.meta.ts

@@ -0,0 +1,72 @@
+export const UncategorizedBankTransactionMeta = {
+  defaultFilterField: 'createdAt',
+  defaultSort: {
+    sortOrder: 'DESC',
+    sortField: 'created_at',
+  },
+  importable: true,
+  fields: {
+    date: {
+      name: 'Date',
+      column: 'date',
+      fieldType: 'date',
+    },
+    payee: {
+      name: 'Payee',
+      column: 'payee',
+      fieldType: 'text',
+    },
+    description: {
+      name: 'Description',
+      column: 'description',
+      fieldType: 'text',
+    },
+    referenceNo: {
+      name: 'Reference No.',
+      column: 'reference_no',
+      fieldType: 'text',
+    },
+    amount: {
+      name: 'Amount',
+      column: 'Amount',
+      fieldType: 'numeric',
+      required: true,
+    },
+    account: {
+      name: 'Account',
+      column: 'account_id',
+      fieldType: 'relation',
+      to: { model: 'Account', to: 'id' },
+    },
+    createdAt: {
+      name: 'Created At',
+      column: 'createdAt',
+      fieldType: 'date',
+      importable: false,
+    },
+  },
+  fields2: {
+    date: {
+      name: 'Date',
+      fieldType: 'date',
+      required: true,
+    },
+    payee: {
+      name: 'Payee',
+      fieldType: 'text',
+    },
+    description: {
+      name: 'Description',
+      fieldType: 'text',
+    },
+    referenceNo: {
+      name: 'Reference No.',
+      fieldType: 'text',
+    },
+    amount: {
+      name: 'Amount',
+      fieldType: 'number',
+      required: true,
+    },
+  },
+};

packages/server/src/modules/BankingTransactions/models/UncategorizedBankTransaction.ts

@@ -2,7 +2,10 @@
 import * as moment from 'moment';
 import { Model } from 'objection';
 import { TenantBaseModel } from '@/modules/System/models/TenantBaseModel';
+import { UncategorizedBankTransactionMeta } from './UncategorizedBankTransaction.meta';
+import { InjectModelMeta } from '@/modules/Tenancy/TenancyModels/decorators/InjectModelMeta.decorator';
 
+@InjectModelMeta(UncategorizedBankTransactionMeta)
 export class UncategorizedBankTransaction extends TenantBaseModel {
   readonly amount!: number;
   readonly date!: Date | string;

packages/server/src/modules/BillPayments/dtos/BillPaymentResponse.dto.ts

@@ -104,6 +104,12 @@ export class BillPaymentResponseDto {
   @ApiProperty({ description: 'The formatted amount', example: '100.00 USD' })
   formattedAmount: string;
 
+  @ApiProperty({ description: 'The formatted total', example: '100.00 USD' })
+  formattedTotal: string;
+
+  @ApiProperty({ description: 'The formatted subtotal', example: '100.00 USD' })
+  formattedSubtotal: string;
+
   @ApiProperty({
     description: 'The date when the payment was created',
     example: '2024-01-01T12:00:00Z',

packages/server/src/modules/BillPayments/models/BillPayment.meta.ts

@@ -167,7 +167,7 @@ export const BillPaymentMeta = {
       name: 'bill_payment.field.payment_number',
       fieldType: 'text',
       unique: true,
-      importHint: 'The payment number should be unique.',
+      importHint: 'bill_payment.field.payment_number_hint',
     },
     paymentAccountId: {
       name: 'bill_payment.field.payment_account',
@@ -175,7 +175,7 @@ export const BillPaymentMeta = {
       relationModel: 'Account',
       relationImportMatch: ['name', 'code'],
       required: true,
-      importHint: 'Matches the account name or code.',
+      importHint: 'account.field.account_hint',
     },
     exchangeRate: {
       name: 'bill_payment.field.exchange_rate',
@@ -203,7 +203,7 @@ export const BillPaymentMeta = {
           relationModel: 'Bill',
           relationImportMatch: 'billNumber',
           required: true,
-          importHint: 'Matches the bill number.',
+          importHint: 'bill_payment.field.bill_hint',
         },
         paymentAmount: {
           name: 'bill_payment.field.entries.payment_amount',
@@ -213,7 +213,7 @@ export const BillPaymentMeta = {
       },
     },
     branchId: {
-      name: 'Branch',
+      name: 'invoice.field.branch',
       fieldType: 'relation',
       relationModel: 'Branch',
       relationImportMatch: ['name', 'code'],

packages/server/src/modules/BillPayments/queries/BillPaymentTransformer.ts

@@ -13,6 +13,8 @@ export class BillPaymentTransformer extends Transformer {
       'formattedPaymentDate',
       'formattedCreatedAt',
       'formattedAmount',
+      'formattedTotal',
+      'formattedSubtotal',
       'entries',
       'attachments',
     ];
@@ -47,6 +49,29 @@ export class BillPaymentTransformer extends Transformer {
     });
   };
 
+  /**
+   * Retrieves the formatted total.
+   * @param {IBillPayment} billPayment
+   * @returns {string}
+   */
+  protected formattedTotal = (billPayment: BillPayment): string => {
+    return this.formatNumber(billPayment.amount, {
+      currencyCode: billPayment.currencyCode,
+      money: true,
+    });
+  };
+
+  /**
+   * Retrieves the formatted subtotal.
+   * @param {IBillPayment} billPayment
+   * @returns {string}
+   */
+  protected formattedSubtotal = (billPayment: BillPayment): string => {
+    return this.formatNumber(billPayment.amount, {
+      currencyCode: billPayment.currencyCode,
+    });
+  };
+
   /**
    * Retreives the bill payment entries.
    */

packages/server/src/modules/Bills/models/Bill.meta.ts

@@ -184,76 +184,76 @@ export const BillMeta = {
   },
   fields2: {
     billNumber: {
-      name: 'Bill No.',
+      name: 'bill.field.bill_number',
       fieldType: 'text',
       required: true,
     },
     referenceNo: {
-      name: 'Reference No.',
+      name: 'bill.field.reference_no',
       fieldType: 'text',
     },
     billDate: {
-      name: 'Date',
+      name: 'bill.field.bill_date',
       fieldType: 'date',
       required: true,
     },
     dueDate: {
-      name: 'Due Date',
+      name: 'bill.field.due_date',
       fieldType: 'date',
       required: true,
     },
     vendorId: {
-      name: 'Vendor',
+      name: 'bill.field.vendor',
       fieldType: 'relation',
       relationModel: 'Contact',
       relationImportMatch: 'displayName',
       required: true,
     },
     exchangeRate: {
-      name: 'Exchange Rate',
+      name: 'bill.field.exchange_rate',
       fieldType: 'number',
     },
     note: {
-      name: 'Note',
+      name: 'bill.field.note',
       fieldType: 'text',
     },
     open: {
-      name: 'Open',
+      name: 'bill.field.open',
       fieldType: 'boolean',
     },
     entries: {
-      name: 'Entries',
+      name: 'bill.field.entries',
       fieldType: 'collection',
       collectionOf: 'object',
       collectionMinLength: 1,
       required: true,
       fields: {
         itemId: {
-          name: 'Item',
+          name: 'bill.field.item',
           fieldType: 'relation',
           relationModel: 'Item',
           relationImportMatch: ['name', 'code'],
           required: true,
-          importHint: 'Matches the item name or code.',
+          importHint: 'bill.field.item_hint',
         },
         rate: {
-          name: 'Rate',
+          name: 'bill.field.rate',
           fieldType: 'number',
           required: true,
         },
         quantity: {
-          name: 'Quantity',
+          name: 'bill.field.quantity',
           fieldType: 'number',
           required: true,
         },
         description: {
-          name: 'Line Description',
+          name: 'bill.field.description',
           fieldType: 'text',
         },
       },
     },
     branchId: {
-      name: 'Branch',
+      name: 'invoice.field.branch',
       fieldType: 'relation',
       relationModel: 'Branch',
       relationImportMatch: ['name', 'code'],
@@ -261,7 +261,7 @@ export const BillMeta = {
       required: true,
     },
     warehouseId: {
-      name: 'Warehouse',
+      name: 'invoice.field.warehouse',
       fieldType: 'relation',
       relationModel: 'Warehouse',
       relationImportMatch: ['name', 'code'],

packages/server/src/modules/Bills/queries/Bill.transformer.ts

@@ -94,6 +94,7 @@ export class BillTransformer extends Transformer {
   protected formattedDueAmount = (bill: Bill): string => {
     return this.formatNumber(bill.dueAmount, {
       currencyCode: bill.currencyCode,
+      money: true,
     });
   };
 
@@ -169,6 +170,7 @@ export class BillTransformer extends Transformer {
   protected totalFormatted = (bill: Bill): string => {
     return this.formatNumber(bill.total, {
       currencyCode: bill.currencyCode,
+      money: true,
     });
   };
 

packages/server/src/modules/CreditNotes/models/CreditNote.meta.ts

@@ -164,73 +164,73 @@ export const CreditNoteMeta = {
   },
   fields2: {
     customerId: {
-      name: 'Customer',
+      name: 'credit_note.field.customer',
       fieldType: 'relation',
       relationModel: 'Contact',
       relationImportMatch: 'displayName',
       required: true,
     },
     exchangeRate: {
-      name: 'Exchange Rate',
+      name: 'credit_note.field.exchange_rate',
       fieldType: 'number',
     },
     creditNoteDate: {
-      name: 'Credit Note Date',
+      name: 'credit_note.field.credit_note_date',
       fieldType: 'date',
       required: true,
     },
     referenceNo: {
-      name: 'Reference No.',
+      name: 'credit_note.field.reference_no',
       fieldType: 'text',
     },
     note: {
-      name: 'Note',
+      name: 'credit_note.field.note',
       fieldType: 'text',
     },
     termsConditions: {
-      name: 'Terms & Conditions',
+      name: 'credit_note.field.terms_conditions',
       fieldType: 'text',
     },
     creditNoteNumber: {
-      name: 'Credit Note Number',
+      name: 'credit_note.field.credit_note_number',
       fieldType: 'text',
     },
     open: {
-      name: 'Open',
+      name: 'credit_note.field.open',
       fieldType: 'boolean',
     },
     entries: {
-      name: 'Entries',
+      name: 'credit_note.field.entries',
       fieldType: 'collection',
       collectionOf: 'object',
       collectionMinLength: 1,
       fields: {
         itemId: {
-          name: 'Item',
+          name: 'credit_note.field.item',
           fieldType: 'relation',
           relationModel: 'Item',
           relationImportMatch: ['name', 'code'],
           required: true,
-          importHint: 'Matches the item name or code.',
+          importHint: 'invoice.field.item_hint',
         },
         rate: {
-          name: 'Rate',
+          name: 'credit_note.field.rate',
           fieldType: 'number',
           required: true,
         },
         quantity: {
-          name: 'Quantity',
+          name: 'credit_note.field.quantity',
           fieldType: 'number',
           required: true,
         },
         description: {
-          name: 'Description',
+          name: 'credit_note.field.description',
           fieldType: 'text',
         },
       },
     },
     branchId: {
-      name: 'Branch',
+      name: 'invoice.field.branch',
       fieldType: 'relation',
       relationModel: 'Branch',
       relationImportMatch: ['name', 'code'],
@@ -238,7 +238,7 @@ export const CreditNoteMeta = {
       required: true,
     },
     warehouseId: {
-      name: 'Warehouse',
+      name: 'invoice.field.warehouse',
       fieldType: 'relation',
       relationModel: 'Warehouse',
       relationImportMatch: ['name', 'code'],

packages/server/src/modules/CreditNotes/queries/CreditNoteTransformer.ts

@@ -90,7 +90,7 @@ export class CreditNoteTransformer extends Transformer {
    * @returns {string}
    */
   protected formattedSubtotal = (credit): string => {
-    return this.formatNumber(credit.amount, { money: false });
+    return this.formatNumber(credit.amount);
   };
 
   /**
@@ -130,7 +130,7 @@ export class CreditNoteTransformer extends Transformer {
    * @returns {string}
    */
   protected adjustmentFormatted = (credit): string => {
-    return this.formatMoney(credit.adjustment, {
+    return this.formatNumber(credit.adjustment, {
       currencyCode: credit.currencyCode,
       excerptZero: true,
     });
@@ -156,6 +156,7 @@ export class CreditNoteTransformer extends Transformer {
   protected totalFormatted = (credit): string => {
     return this.formatNumber(credit.total, {
       currencyCode: credit.currencyCode,
+      money: true,
     });
   };
 
@@ -167,6 +168,7 @@ export class CreditNoteTransformer extends Transformer {
   protected totalLocalFormatted = (credit): string => {
     return this.formatNumber(credit.totalLocal, {
       currencyCode: credit.currencyCode,
+      money: true,
     });
   };
 

packages/server/src/modules/Expenses/ExpensesImportable.ts

@@ -5,10 +5,10 @@ import { ExpensesSampleData } from './constants';
 import { CreateExpense } from './commands/CreateExpense.service';
 import { CreateExpenseDto } from './dtos/Expense.dto';
 import { ImportableService } from '../Import/decorators/Import.decorator';
-import { ManualJournal } from '../ManualJournals/models/ManualJournal';
+import { Expense } from './models/Expense.model';
 
 @Injectable()
-@ImportableService({ name: ManualJournal.name })
+@ImportableService({ name: Expense.name })
 export class ExpensesImportable extends Importable {
   constructor(private readonly createExpenseService: CreateExpense) {
     super();

packages/server/src/modules/Expenses/models/Expense.meta.ts

@@ -135,7 +135,7 @@ export const ExpenseMeta = {
       relationModel: 'Account',
       relationImportMatch: ['name', 'code'],
       required: true,
-      importHint: 'Matches the account name or code.',
+      importHint: 'account.field.account_hint',
     },
     referenceNo: {
       name: 'expense.field.reference_no',
@@ -169,7 +169,7 @@ export const ExpenseMeta = {
           relationModel: 'Account',
           relationImportMatch: ['name', 'code'],
           required: true,
-          importHint: 'Matches the account name or code.',
+          importHint: 'account.field.account_hint',
         },
         amount: {
           name: 'expense.field.amount',
@@ -187,7 +187,7 @@ export const ExpenseMeta = {
       fieldType: 'boolean',
     },
     branchId: {
-      name: 'Branch',
+      name: 'invoice.field.branch',
       fieldType: 'relation',
       relationModel: 'Branch',
       relationImportMatch: ['name', 'code'],

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

@@ -1,14 +1,13 @@
 import { Injectable } from '@nestjs/common';
 import { ChromiumlyTenancy } from '../ChromiumlyTenancy/ChromiumlyTenancy.service';
-import { TemplateInjectable } from '../TemplateInjectable/TemplateInjectable.service';
+import { renderExportResourceTableTemplateHtml } from '@bigcapital/pdf-templates';
 import { mapPdfRows } from './utils';
 
 @Injectable()
 export class ExportPdf {
   constructor(
-    private readonly templateInjectable: TemplateInjectable,
     private readonly chromiumlyTenancy: ChromiumlyTenancy,
-  ) {}
+  ) { }
 
   /**
    * Generates the pdf table sheet for the given data and columns.
@@ -19,21 +18,18 @@ export class ExportPdf {
    * @returns
    */
   public async pdf(
-    columns: { accessor: string },
+    columns: { accessor: string; name?: string; style?: string; group?: string }[],
     data: Record<string, any>,
     sheetTitle: string = '',
     sheetDescription: string = ''
   ) {
     const rows = mapPdfRows(columns, data);
 
-    const htmlContent = await this.templateInjectable.render(
+    const htmlContent = renderExportResourceTableTemplateHtml({
-      'modules/export-resource-table',
+      table: { rows, columns },
-      {
+      sheetTitle,
-        table: { rows, columns },
+      sheetDescription,
-        sheetTitle,
+    });
-        sheetDescription,
-      }
-    );
     // Convert the HTML content to PDF
     return this.chromiumlyTenancy.convertHtmlContent(htmlContent, {
       margins: { top: 0.2, bottom: 0.2, left: 0.2, right: 0.2 },

packages/server/src/modules/FinancialStatements/common/TableSheetPdf.ts

@@ -3,29 +3,30 @@ import { ITableColumn, ITableData, ITableRow } from '../types/Table.types';
 import { FinancialTableStructure } from './FinancialTableStructure';
 import { tableClassNames } from '../utils';
 import { Injectable } from '@nestjs/common';
-import { TemplateInjectable } from '../../TemplateInjectable/TemplateInjectable.service';
 import { ChromiumlyTenancy } from '../../ChromiumlyTenancy/ChromiumlyTenancy.service';
+import { renderFinancialSheetTemplateHtml } from '@bigcapital/pdf-templates';
 
 @Injectable()
 export class TableSheetPdf {
   /**
-   * @param {TemplateInjectable} templateInjectable - The template injectable service.
    * @param {ChromiumlyTenancy} chromiumlyTenancy - The chromiumly tenancy service.
    */
   constructor(
-    private readonly templateInjectable: TemplateInjectable,
     private readonly chromiumlyTenancy: ChromiumlyTenancy,
-  ) {}
+  ) { }
 
   /**
    * Converts the table data into a PDF format.
    * @param {ITableData} table - The table data to be converted.
+   * @param {string} organizationName - The organization name.
    * @param {string} sheetName - The name of the sheet.
    * @param {string} sheetDate - The date of the sheet.
+   * @param {string} customCSS - Optional custom CSS to inject.
    * @returns A promise that resolves with the PDF conversion result.
    */
   public async convertToPdf(
     table: ITableData,
+    organizationName: string,
     sheetName: string,
     sheetDate: string,
     customCSS?: string,
@@ -33,19 +34,26 @@ export class TableSheetPdf {
     // Prepare columns and rows for PDF conversion
     const columns = this.tablePdfColumns(table.columns);
     const rows = this.tablePdfRows(table.rows);
-
     const landscape = columns.length > 4;
 
-    // Generate HTML content from the template
+    // Generate HTML content from the React template
-    const htmlContent = await this.templateInjectable.render(
+    const htmlContent = renderFinancialSheetTemplateHtml({
-      'financial-sheet',
+      organizationName,
-      {
+      sheetName,
-        table: { rows, columns },
+      sheetDate,
-        sheetName,
+      table: {
-        sheetDate,
+        columns: columns.map((col) => ({
-        customCSS,
+          key: col.key,
+          label: col.label,
+          style: (col as any).style, // style may be added during transformation
+        })),
+        rows: rows.map((row) => ({
+          cells: row.cells,
+          classNames: (row as any).classNames,
+        })),
       },
-    );
+      customCSS,
+    });
     // Convert the HTML content to PDF
     return this.chromiumlyTenancy.convertHtmlContent(htmlContent, {
       margins: { top: 0, bottom: 0, left: 0, right: 0 },
@@ -74,7 +82,6 @@ export class TableSheetPdf {
     const flatNestedTree = curriedFlatNestedTree(R.__, {
       nestedPrefix: '<span style="padding-left: 15px;"></span>',
     });
-
     // @ts-ignore
     return R.compose(tableClassNames, flatNestedTree)(rows);
   };

packages/server/src/modules/FinancialStatements/modules/APAgingSummary/APAgingSummaryPdfInjectable.ts

@@ -21,6 +21,7 @@ export class APAgingSummaryPdfInjectable {
 
     return this.tableSheetPdf.convertToPdf(
       table.table,
+      table.meta.organizationName,
       table.meta.sheetName,
       table.meta.formattedAsDate,
       HtmlTableCss,

packages/server/src/modules/FinancialStatements/modules/ARAgingSummary/ARAgingSummaryPdfInjectable.ts

@@ -21,6 +21,7 @@ export class ARAgingSummaryPdfInjectable {
 
     return this.tableSheetPdf.convertToPdf(
       table.table,
+      table.meta.organizationName,
       table.meta.sheetName,
       table.meta.formattedDateRange,
       HtmlTableCss,

packages/server/src/modules/FinancialStatements/modules/BalanceSheet/BalanceSheetPdfInjectable.ts

@@ -9,7 +9,7 @@ export class BalanceSheetPdfInjectable {
   constructor(
     private readonly balanceSheetTable: BalanceSheetTableInjectable,
     private readonly tableSheetPdf: TableSheetPdf,
-  ) {}
+  ) { }
 
   /**
    * Converts the given balance sheet table to pdf.
@@ -21,6 +21,7 @@ export class BalanceSheetPdfInjectable {
 
     return this.tableSheetPdf.convertToPdf(
       table.table,
+      table.meta.organizationName,
       table.meta.sheetName,
       table.meta.formattedDateRange,
       HtmlTableCustomCss,

packages/server/src/modules/FinancialStatements/modules/CashFlowStatement/CashFlowStatementQuery.dto.ts

@@ -81,6 +81,7 @@ export class CashFlowStatementQueryDto extends FinancialSheetBranchesQueryDto {
   })
   @ValidateNested()
   @Type(() => NumberFormatQueryDto)
+  @IsOptional()
   numberFormat: NumberFormatQueryDto;
 
   @ApiProperty({

packages/server/src/modules/FinancialStatements/modules/CashFlowStatement/CashflowTablePdfInjectable.ts

@@ -22,6 +22,7 @@ export class CashflowTablePdfInjectable {
 
     return this.tableSheetPdf.convertToPdf(
       table.table,
+      table.meta.organizationName,
       table.meta.sheetName,
       table.meta.formattedDateRange,
       HtmlTableCustomCss,

packages/server/src/modules/FinancialStatements/modules/CustomerBalanceSummary/CustomerBalanceSummaryPdf.ts

@@ -21,6 +21,7 @@ export class CustomerBalanceSummaryPdf {
 
     return this.tableSheetPdf.convertToPdf(
       table.table,
+      table.meta.organizationName,
       table.meta.sheetName,
       table.meta.formattedDateRange,
       HtmlTableCustomCss,

packages/server/src/modules/FinancialStatements/modules/GeneralLedger/GeneralLedgerPdf.ts

@@ -21,6 +21,7 @@ export class GeneralLedgerPdf {
 
     return this.tableSheetPdf.convertToPdf(
       table.table,
+      table.meta.organizationName,
       table.meta.sheetName,
       table.meta.formattedDateRange,
       HtmlTableCustomCss,

packages/server/src/modules/FinancialStatements/modules/InventoryItemDetails/InventoryItemDetailsQuery.dto.ts

@@ -32,7 +32,7 @@ export class InventoryItemDetailsQueryDto {
   @ApiPropertyOptional({
     description: 'Number format for the inventory item details',
   })
-  numberFormat: INumberFormatQuery;
+  numberFormat: NumberFormatQueryDto;
 
   @Transform(({ value }) => parseBoolean(value, false))
   @IsBoolean()

packages/server/src/modules/FinancialStatements/modules/InventoryItemDetails/InventoryItemDetailsTablePdf.ts

@@ -26,6 +26,7 @@ export class InventoryDetailsTablePdf {
 
     return this.tableSheetPdf.convertToPdf(
       table.table,
+      table.meta.organizationName,
       table.meta.sheetName,
       table.meta.formattedDateRange,
       HtmlTableCustomCss,

packages/server/src/modules/FinancialStatements/modules/InventoryValuationSheet/InventoryValuationSheet.ts

@@ -211,7 +211,7 @@ export class InventoryValuationSheet extends FinancialSheet {
    * Detarmines whether the items post filter is active.
    */
   private isItemsPostFilter = (): boolean => {
-    return isEmpty(this.query.itemsIds);
+    return !isEmpty(this.query.itemsIds);
   };
 
   /**

packages/server/src/modules/FinancialStatements/modules/InventoryValuationSheet/InventoryValuationSheetPdf.ts

@@ -22,6 +22,7 @@ export class InventoryValuationSheetPdf {
 
     return this.tableSheetPdf.convertToPdf(
       table.table,
+      table.meta.organizationName,
       table.meta.sheetName,
       table.meta.formattedDateRange,
       HtmlTableCustomCss,

packages/server/src/modules/FinancialStatements/modules/InventoryValuationSheet/InventoryValuationSheetService.ts

@@ -18,7 +18,7 @@ export class InventoryValuationSheetService {
     private readonly inventoryValuationMeta: InventoryValuationMetaInjectable,
     private readonly eventPublisher: EventEmitter2,
     private readonly inventoryValuationSheetRepository: InventoryValuationSheetRepository,
-  ) {}
+  ) { }
 
   /**
    * Inventory valuation sheet.

packages/server/src/modules/FinancialStatements/modules/JournalSheet/JournalSheetPdfInjectable.ts

@@ -9,7 +9,7 @@ export class JournalSheetPdfInjectable {
   constructor(
     private readonly journalSheetTable: JournalSheetTableInjectable,
     private readonly tableSheetPdf: TableSheetPdf,
-  ) {}
+  ) { }
 
   /**
    * Converts the given journal sheet table to pdf.
@@ -22,6 +22,7 @@ export class JournalSheetPdfInjectable {
 
     return this.tableSheetPdf.convertToPdf(
       table.table,
+      table.meta.organizationName,
       table.meta.sheetName,
       table.meta.formattedDateRange,
       HtmlTableCustomCss,

packages/server/src/modules/FinancialStatements/modules/ProfitLossSheet/ProfitLossSheetQuery.dto.ts

@@ -7,11 +7,13 @@ import {
   IsEnum,
   IsOptional,
   IsString,
+  ValidateNested,
 } from 'class-validator';
 import { ApiProperty, ApiPropertyOptional } from '@nestjs/swagger';
 import { Transform, Type } from 'class-transformer';
 import { ToNumber } from '@/common/decorators/Validators';
 import { parseBoolean } from '@/utils/parse-boolean';
+import { NumberFormatQueryDto } from '@/modules/BankingTransactions/dtos/NumberFormatQuery.dto';
 
 export class ProfitLossSheetQueryDto extends FinancialSheetBranchesQueryDto {
   @IsString()
@@ -30,8 +32,10 @@ export class ProfitLossSheetQueryDto extends FinancialSheetBranchesQueryDto {
   toDate: moment.MomentInput;
 
   @ApiProperty({ description: 'Number format configuration' })
-  @Type(() => Object)
+  @ValidateNested()
-  numberFormat: INumberFormatQuery;
+  @Type(() => NumberFormatQueryDto)
+  @IsOptional()
+  numberFormat: NumberFormatQueryDto;
 
   @IsBoolean()
   @Transform(({ value }) => parseBoolean(value, false))

packages/server/src/modules/FinancialStatements/modules/ProfitLossSheet/ProfitLossTablePdfInjectable.ts

@@ -21,6 +21,7 @@ export class ProfitLossTablePdfInjectable {
 
     return this.tableSheetPdf.convertToPdf(
       table.table,
+      table.meta.organizationName,
       table.meta.sheetName,
       table.meta.formattedDateRange,
       HtmlTableCustomCss,

packages/server/src/modules/FinancialStatements/modules/PurchasesByItems/PurchasesByItemsPdf.ts

@@ -23,6 +23,7 @@ export class PurchasesByItemsPdf {
 
     return this.tableSheetPdf.convertToPdf(
       table.table,
+      table.meta.organizationName,
       table.meta.sheetName,
       table.meta.formattedDateRange,
       HtmlTableCustomCss,

packages/server/src/modules/FinancialStatements/modules/SalesByItems/SalesByItemsPdfInjectable.ts

@@ -9,7 +9,7 @@ export class SalesByItemsPdfInjectable {
   constructor(
     private readonly salesByItemsTable: SalesByItemsTableInjectable,
     private readonly tableSheetPdf: TableSheetPdf,
-  ) {}
+  ) { }
 
   /**
    * Retrieves the sales by items sheet in pdf format.
@@ -23,6 +23,7 @@ export class SalesByItemsPdfInjectable {
 
     return this.tableSheetPdf.convertToPdf(
       table.table,
+      table.meta.organizationName,
       table.meta.sheetName,
       table.meta.formattedDateRange,
       HtmlTableCustomCss,

packages/server/src/modules/FinancialStatements/modules/SalesTaxLiabilitySummary/SalesTaxLiabiltiySummaryPdf.ts

@@ -8,7 +8,7 @@ export class SalesTaxLiabiltiySummaryPdf {
   constructor(
     private readonly salesTaxLiabiltiySummaryTable: SalesTaxLiabilitySummaryTableInjectable,
     private readonly tableSheetPdf: TableSheetPdf,
-  ) {}
+  ) { }
 
   /**
    * Converts the given sales tax liability summary table to pdf.
@@ -21,6 +21,7 @@ export class SalesTaxLiabiltiySummaryPdf {
     );
     return this.tableSheetPdf.convertToPdf(
       table.table,
+      table.meta.organizationName,
       table.meta.sheetName,
       table.meta.formattedDateRange,
     );

packages/server/src/modules/FinancialStatements/modules/TransactionsByCustomer/TransactionsByCustomersPdf.ts

@@ -6,7 +6,7 @@ export class TransactionsByCustomersPdf {
   constructor(
     private readonly transactionsByCustomersTable: TransactionsByCustomersTableInjectable,
     private readonly tableSheetPdf: TableSheetPdf,
-  ) {}
+  ) { }
 
   /**
    * Retrieves the transactions by customers in PDF format.
@@ -18,6 +18,7 @@ export class TransactionsByCustomersPdf {
 
     return this.tableSheetPdf.convertToPdf(
       table.table,
+      table.meta.organizationName,
       table.meta.sheetName,
       table.meta.formattedDateRange,
     );

packages/server/src/modules/FinancialStatements/modules/TransactionsByVendor/TransactionsByVendorPdf.ts

@@ -9,7 +9,7 @@ export class TransactionsByVendorsPdf {
   constructor(
     private readonly transactionsByVendorTable: TransactionsByVendorTableInjectable,
     private readonly tableSheetPdf: TableSheetPdf,
-  ) {}
+  ) { }
 
   /**
    * Converts the given balance sheet table to pdf.
@@ -21,6 +21,7 @@ export class TransactionsByVendorsPdf {
 
     return this.tableSheetPdf.convertToPdf(
       table.table,
+      table.meta.organizationName,
       table.meta.sheetName,
       table.meta.formattedDateRange,
       HtmlTableCustomCss,

packages/server/src/modules/FinancialStatements/modules/TrialBalanceSheet/TrialBalanceSheet.ts

@@ -172,7 +172,10 @@ export class TrialBalanceSheet extends FinancialSheet {
   private filterNoneTransactions = (
     accountNode: ITrialBalanceAccount
   ): boolean => {
-    return false === this.repository.totalAccountsLedger.isEmpty();
+    const accountLedger = this.repository.totalAccountsLedger.whereAccountId(
+      accountNode.id,
+    );
+    return !accountLedger.isEmpty();
   };
 
   /**

packages/server/src/modules/FinancialStatements/modules/TrialBalanceSheet/TrialBalanceSheetPdfInjectsable.ts

@@ -9,7 +9,7 @@ export class TrialBalanceSheetPdfInjectable {
   constructor(
     private readonly trialBalanceSheetTable: TrialBalanceSheetTableInjectable,
     private readonly tableSheetPdf: TableSheetPdf,
-  ) {}
+  ) { }
 
   /**
    * Converts the given trial balance sheet table to pdf.
@@ -21,6 +21,7 @@ export class TrialBalanceSheetPdfInjectable {
 
     return this.tableSheetPdf.convertToPdf(
       table.table,
+      table.meta.organizationName,
       table.meta.sheetName,
       table.meta.formattedDateRange,
       HtmlTableCustomCss,

packages/server/src/modules/FinancialStatements/modules/VendorBalanceSummary/VendorBalanceSummaryPdf.ts

@@ -9,7 +9,7 @@ export class VendorBalanceSummaryPdf {
   constructor(
     private readonly vendorBalanceSummaryTable: VendorBalanceSummaryTableInjectable,
     private readonly tableSheetPdf: TableSheetPdf,
-  ) {}
+  ) { }
 
   /**
    * Retrieves the sales by items sheet in pdf format.
@@ -23,6 +23,7 @@ export class VendorBalanceSummaryPdf {
 
     return this.tableSheetPdf.convertToPdf(
       table.table,
+      table.meta.organizationName,
       table.meta.sheetName,
       table.meta.formattedAsDate,
       HtmlTableCustomCss,

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

@@ -22,7 +22,7 @@ export class ImportFileCommon {
     private readonly importFileValidator: ImportFileDataValidator,
     private readonly resource: ResourceService,
     private readonly importableRegistry: ImportableRegistry,
-  ) {}
+  ) { }
 
   /**
    * Imports the given parsed data to the resource storage through registered importable service.

packages/server/src/modules/Import/ImportFileDataTransformer.ts

@@ -18,7 +18,7 @@ import { CurrencyParsingDTOs } from './_constants';
 export class ImportFileDataTransformer {
   constructor(
     private readonly resource: ResourceService,
-  ) {}
+  ) { }
 
   /**
    * Parses the given sheet data before passing to the service layer.
@@ -55,9 +55,8 @@ export class ImportFileDataTransformer {
 
   /**
    * Aggregates parsed data based on resource metadata configuration.
-   * @param {number} tenantId
+   * @param {string} resourceName - The resource name.
-   * @param {string} resourceName
+   * @param {Record<string, any>} parsedData - The parsed data to aggregate.
-   * @param {Record<string, any>} parsedData
    * @returns {Record<string, any>[]}
    */
   public aggregateParsedValues(
@@ -110,8 +109,11 @@ export class ImportFileDataTransformer {
     valueDTOs: Record<string, any>[],
     trx?: Knex.Transaction
   ): Promise<Record<string, any>[]> {
-    // const tenantModels = this.tenancy.models(tenantId);
+    // Create a model resolver function that uses ResourceService
-    const _valueParser = valueParser(fields, {}, trx);
+    const modelResolver = (modelName: string) => {
+      return this.resource.getResourceModel(modelName)();
+    };
+    const _valueParser = valueParser(fields, modelResolver, trx);
     const _keyParser = parseKey(fields);
 
     const parseAsync = async (valueDTO) => {

packages/server/src/modules/Import/ImportFileDataValidator.ts

@@ -19,7 +19,8 @@ export class ImportFileDataValidator {
 
   /**
    * Validates the given mapped DTOs and returns errors with their index.
-   * @param {Record<string, any>} mappedDTOs
+   * @param {ResourceMetaFieldsMap} importableFields - Already localized fields from ResourceService
+   * @param {Record<string, any>} data
    * @returns {Promise<void | ImportInsertError[]>}
    */
   public async validateData(

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

@@ -24,7 +24,7 @@ export class ImportFileUploadService {
 
     @Inject(ImportModel.name)
     private readonly importModel: typeof ImportModel,
-  ) {}
+  ) { }
 
   /**
    * Imports the specified file for the given resource.
@@ -84,7 +84,7 @@ export class ImportFileUploadService {
     } catch (error) {
       throw error;
     }
-    const _params = this.importFileCommon.transformParams(resource, params);
+    const _params = await this.importFileCommon.transformParams(resource, params);
     const paramsStringified = JSON.stringify(_params);
 
     const tenant = await this.tenancyContext.getTenant();

packages/server/src/modules/Import/ImportableRegistry.ts

@@ -6,7 +6,7 @@ import { ContextIdFactory, ModuleRef } from '@nestjs/core';
 
 @Injectable()
 export class ImportableRegistry {
-  constructor(private readonly moduleRef: ModuleRef) {}
+  constructor(private readonly moduleRef: ModuleRef) { }
   /**
    * Retrieves the importable service instance of the given resource name.
    * @param {string} name
@@ -15,6 +15,12 @@ export class ImportableRegistry {
   public async getImportable(name: string) {
     const _name = this.sanitizeResourceName(name);
     const importable = getImportableService(_name);
+
+    if (!importable) {
+      throw new Error(
+        `No importable service found for resource "${_name}". Make sure the resource has an @ImportableService decorator registered.`,
+      );
+    }
     const contextId = ContextIdFactory.create();
 
     const importableInstance = await this.moduleRef.resolve(importable, contextId, {

packages/server/src/modules/Import/_utils.spec.ts

@@ -0,0 +1,287 @@
+import { aggregate } from './_utils';
+
+describe('aggregate', () => {
+  describe('basic aggregation', () => {
+    it('should aggregate entries with matching comparator attribute', () => {
+      const input = [
+        { id: 1, name: 'John', entries: ['entry1'] },
+        { id: 2, name: 'Jane', entries: ['entry2'] },
+        { id: 1, name: 'John', entries: ['entry3'] },
+      ];
+
+      const result = aggregate(input, 'id', 'entries');
+
+      expect(result).toHaveLength(2);
+      expect(result[0]).toEqual({
+        id: 1,
+        name: 'John',
+        entries: ['entry1', 'entry3'],
+      });
+      expect(result[1]).toEqual({
+        id: 2,
+        name: 'Jane',
+        entries: ['entry2'],
+      });
+    });
+
+    it('should preserve order of first occurrence', () => {
+      const input = [
+        { id: 2, entries: ['a'] },
+        { id: 1, entries: ['b'] },
+        { id: 2, entries: ['c'] },
+      ];
+
+      const result = aggregate(input, 'id', 'entries');
+
+      expect(result[0].id).toBe(2);
+      expect(result[1].id).toBe(1);
+    });
+  });
+
+  describe('no matching entries', () => {
+    it('should return all entries unchanged when no comparator matches', () => {
+      const input = [
+        { id: 1, name: 'John', entries: ['entry1'] },
+        { id: 2, name: 'Jane', entries: ['entry2'] },
+        { id: 3, name: 'Bob', entries: ['entry3'] },
+      ];
+
+      const result = aggregate(input, 'id', 'entries');
+
+      expect(result).toHaveLength(3);
+      expect(result).toEqual(input);
+    });
+  });
+
+  describe('edge cases', () => {
+    it('should return empty array when input is empty', () => {
+      const result = aggregate([], 'id', 'entries');
+
+      expect(result).toEqual([]);
+      expect(result).toHaveLength(0);
+    });
+
+    it('should return single entry unchanged when input has one item', () => {
+      const input = [{ id: 1, name: 'John', entries: ['entry1'] }];
+
+      const result = aggregate(input, 'id', 'entries');
+
+      expect(result).toHaveLength(1);
+      expect(result[0]).toEqual({
+        id: 1,
+        name: 'John',
+        entries: ['entry1'],
+      });
+    });
+
+    it('should handle multiple entries with same comparator value', () => {
+      const input = [
+        { id: 1, entries: ['a'] },
+        { id: 1, entries: ['b'] },
+        { id: 1, entries: ['c'] },
+        { id: 1, entries: ['d'] },
+      ];
+
+      const result = aggregate(input, 'id', 'entries');
+
+      expect(result).toHaveLength(1);
+      expect(result[0].entries).toEqual(['a', 'b', 'c', 'd']);
+    });
+  });
+
+  describe('different comparator attributes', () => {
+    it('should work with string comparator attribute', () => {
+      const input = [
+        { name: 'Product A', category: 'Electronics', entries: ['item1'] },
+        { name: 'Product B', category: 'Books', entries: ['item2'] },
+        { name: 'Product C', category: 'Electronics', entries: ['item3'] },
+      ];
+
+      const result = aggregate(input, 'category', 'entries');
+
+      expect(result).toHaveLength(2);
+      expect(result[0]).toEqual({
+        name: 'Product A',
+        category: 'Electronics',
+        entries: ['item1', 'item3'],
+      });
+      expect(result[1]).toEqual({
+        name: 'Product B',
+        category: 'Books',
+        entries: ['item2'],
+      });
+    });
+
+    it('should not aggregate items with undefined comparator values', () => {
+      const input = [
+        { id: undefined, entries: ['a'] },
+        { id: 1, entries: ['b'] },
+        { id: undefined, entries: ['c'] },
+      ];
+
+      const result = aggregate(input, 'id', 'entries');
+
+      expect(result).toHaveLength(3);
+      // Items with undefined id are NOT aggregated - each remains separate
+      expect(result[0].entries).toEqual(['a']);
+      expect(result[1].entries).toEqual(['b']);
+      expect(result[2].entries).toEqual(['c']);
+    });
+
+    it('should handle null comparator values separately', () => {
+      const input = [
+        { id: null, entries: ['a'] },
+        { id: 1, entries: ['b'] },
+        { id: null, entries: ['c'] },
+      ];
+
+      const result = aggregate(input, 'id', 'entries');
+
+      expect(result).toHaveLength(3);
+      expect(result[0].entries).toEqual(['a']);
+      expect(result[1].entries).toEqual(['b']);
+      expect(result[2].entries).toEqual(['c']);
+    });
+
+    it('should not aggregate items missing the comparatorAttr property', () => {
+      const input = [
+        { id: 1, entries: ['a'] },
+        { name: 'No ID', entries: ['b'] }, // missing 'id' property
+        { id: 1, entries: ['c'] },
+        { entries: ['d'] }, // also missing 'id' property
+      ];
+
+      const result = aggregate(input, 'id', 'entries');
+
+      // 3 entries: aggregated id:1, and two separate items without 'id' property
+      expect(result).toHaveLength(3);
+      // Items with id: 1 are aggregated
+      expect(result[0]).toEqual({ id: 1, entries: ['a', 'c'] });
+      // Items missing 'id' are NOT aggregated - each remains separate
+      expect(result[1]).toEqual({ name: 'No ID', entries: ['b'] });
+      expect(result[2]).toEqual({ entries: ['d'] });
+    });
+  });
+
+  describe('different group attributes', () => {
+    it('should work with different groupOn attribute name', () => {
+      const input = [
+        { id: 1, items: ['item1'] },
+        { id: 1, items: ['item2'] },
+        { id: 2, items: ['item3'] },
+      ];
+
+      const result = aggregate(input, 'id', 'items');
+
+      expect(result).toHaveLength(2);
+      expect(result[0].items).toEqual(['item1', 'item2']);
+      expect(result[1].items).toEqual(['item3']);
+    });
+  });
+
+  describe('complex entries', () => {
+    it('should aggregate entries containing objects', () => {
+      const input = [
+        { invoiceId: 'INV-001', entries: [{ itemId: 1, quantity: 2 }] },
+        { invoiceId: 'INV-002', entries: [{ itemId: 2, quantity: 1 }] },
+        { invoiceId: 'INV-001', entries: [{ itemId: 3, quantity: 5 }] },
+      ];
+
+      const result = aggregate(input, 'invoiceId', 'entries');
+
+      expect(result).toHaveLength(2);
+      expect(result[0].entries).toEqual([
+        { itemId: 1, quantity: 2 },
+        { itemId: 3, quantity: 5 },
+      ]);
+      expect(result[1].entries).toEqual([{ itemId: 2, quantity: 1 }]);
+    });
+
+    it('should aggregate entries with multiple items in each entry', () => {
+      const input = [
+        { id: 1, entries: ['a', 'b'] },
+        { id: 1, entries: ['c', 'd'] },
+        { id: 2, entries: ['e'] },
+      ];
+
+      const result = aggregate(input, 'id', 'entries');
+
+      expect(result).toHaveLength(2);
+      expect(result[0].entries).toEqual(['a', 'b', 'c', 'd']);
+      expect(result[1].entries).toEqual(['e']);
+    });
+  });
+
+  describe('numeric comparator values', () => {
+    it('should correctly compare numeric values', () => {
+      const input = [
+        { id: 1, entries: ['a'] },
+        { id: 2, entries: ['b'] },
+        { id: 1, entries: ['c'] },
+      ];
+
+      const result = aggregate(input, 'id', 'entries');
+
+      expect(result).toHaveLength(2);
+      expect(result.find((r) => r.id === 1).entries).toEqual(['a', 'c']);
+      expect(result.find((r) => r.id === 2).entries).toEqual(['b']);
+    });
+
+    it('should treat 0 as a valid comparator value', () => {
+      const input = [
+        { id: 0, entries: ['a'] },
+        { id: 1, entries: ['b'] },
+        { id: 0, entries: ['c'] },
+      ];
+
+      const result = aggregate(input, 'id', 'entries');
+
+      expect(result).toHaveLength(2);
+      expect(result[0].entries).toEqual(['a', 'c']);
+      expect(result[1].entries).toEqual(['b']);
+    });
+  });
+
+  describe('preserving other properties', () => {
+    it('should preserve all properties from the first matching entry', () => {
+      const input = [
+        { id: 1, name: 'First', extra: 'data1', entries: ['a'] },
+        { id: 1, name: 'Second', extra: 'data2', entries: ['b'] },
+      ];
+
+      const result = aggregate(input, 'id', 'entries');
+
+      expect(result).toHaveLength(1);
+      expect(result[0].name).toBe('First');
+      expect(result[0].extra).toBe('data1');
+      expect(result[0].entries).toEqual(['a', 'b']);
+    });
+  });
+
+  describe('empty entries arrays', () => {
+    it('should handle empty entries arrays', () => {
+      const input = [
+        { id: 1, entries: [] },
+        { id: 1, entries: ['a'] },
+      ];
+
+      const result = aggregate(input, 'id', 'entries');
+
+      expect(result).toHaveLength(1);
+      expect(result[0].entries).toEqual(['a']);
+    });
+
+    it('should handle all empty entries arrays', () => {
+      const input = [
+        { id: 1, entries: [] },
+        { id: 1, entries: [] },
+      ];
+
+      const result = aggregate(input, 'id', 'entries');
+
+      expect(result).toHaveLength(1);
+      expect(result[0].entries).toEqual([]);
+    });
+  });
+});
+

packages/server/src/modules/Import/_utils.ts

@@ -253,28 +253,28 @@ export const getResourceColumns = (resourceColumns: {
 }) => {
   const mapColumn =
     (group: string) =>
-    ([fieldKey, { name, importHint, required, order, ...field }]: [
+      ([fieldKey, { name, importHint, required, order, ...field }]: [
-      string,
+        string,
-      IModelMetaField2,
+        IModelMetaField2,
-    ]) => {
+      ]) => {
-      const extra: Record<string, any> = {};
+        const extra: Record<string, any> = {};
-      const key = fieldKey;
+        const key = fieldKey;
 
-      if (group) {
+        if (group) {
-        extra.group = group;
+          extra.group = group;
-      }
+        }
-      if (field.fieldType === 'collection') {
+        if (field.fieldType === 'collection') {
-        extra.fields = mapColumns(field.fields, key);
+          extra.fields = mapColumns(field.fields, key);
-      }
+        }
-      return {
+        return {
-        key,
+          key,
-        name,
+          name,
-        required,
+          required,
-        hint: importHint,
+          hint: importHint,
-        order,
+          order,
-        ...extra,
+          ...extra,
+        };
       };
-    };
   const sortColumn = (a, b) =>
     a.order && b.order ? a.order - b.order : a.order ? -1 : b.order ? 1 : 0;
 
@@ -284,52 +284,54 @@ export const getResourceColumns = (resourceColumns: {
   return R.compose(transformInputToGroupedFields, mapColumns)(resourceColumns);
 };
 
+export type ModelResolver = (modelName: string) => any;
+
 // Prases the given object value based on the field key type.
 export const valueParser =
-  (fields: ResourceMetaFieldsMap, tenantModels: any, trx?: Knex.Transaction) =>
+  (fields: ResourceMetaFieldsMap, modelResolver: ModelResolver, trx?: Knex.Transaction) =>
-  async (value: any, key: string, group = '') => {
+    async (value: any, key: string, group = '') => {
-    let _value = value;
+      let _value = value;
 
-    const fieldKey = key.includes('.') ? key.split('.')[0] : key;
+      const fieldKey = key.includes('.') ? key.split('.')[0] : key;
-    const field = group ? fields[group]?.fields[fieldKey] : fields[fieldKey];
+      const field = group ? fields[group]?.fields[fieldKey] : fields[fieldKey];
 
-    // Parses the boolean value.
+      // Parses the boolean value.
-    if (field.fieldType === 'boolean') {
+      if (field.fieldType === 'boolean') {
-      _value = parseBoolean(value);
+        _value = parseBoolean(value);
 
-      // Parses the enumeration value.
+        // Parses the enumeration value.
-    } else if (field.fieldType === 'enumeration') {
+      } else if (field.fieldType === 'enumeration') {
-      const option = get(field, 'options', []).find(
+        const option = get(field, 'options', []).find(
-        (option) => option.label?.toLowerCase() === value?.toLowerCase(),
+          (option) => option.label?.toLowerCase() === value?.toLowerCase(),
-      );
+        );
-      _value = get(option, 'key');
+        _value = get(option, 'key');
-      // Parses the numeric value.
+        // Parses the numeric value.
-    } else if (field.fieldType === 'number') {
+      } else if (field.fieldType === 'number') {
-      _value = multiNumberParse(value);
+        _value = multiNumberParse(value);
-      // Parses the relation value.
+        // Parses the relation value.
-    } else if (field.fieldType === 'relation') {
+      } else if (field.fieldType === 'relation') {
-      const RelationModel = tenantModels[field.relationModel];
+        const RelationModel = modelResolver(field.relationModel);
 
-      if (!RelationModel) {
+        if (!RelationModel) {
-        throw new Error(`The relation model of ${key} field is not exist.`);
+          throw new Error(`The relation model of ${key} field is not exist.`);
-      }
+        }
-      const relationQuery = RelationModel.query(trx);
+        const relationQuery = RelationModel.query(trx);
-      const relationKeys = castArray(field?.relationImportMatch);
+        const relationKeys = castArray(field?.relationImportMatch);
 
-      relationQuery.where(function () {
+        relationQuery.where(function () {
-        relationKeys.forEach((relationKey: string) => {
+          relationKeys.forEach((relationKey: string) => {
-          this.orWhereRaw('LOWER(??) = LOWER(?)', [relationKey, value]);
+            this.orWhereRaw('LOWER(??) = LOWER(?)', [relationKey, value]);
+          });
         });
-      });
+        const result = await relationQuery.first();
-      const result = await relationQuery.first();
+        _value = get(result, 'id');
-      _value = get(result, 'id');
+      } else if (field.fieldType === 'collection') {
-    } else if (field.fieldType === 'collection') {
+        const ObjectFieldKey = key.includes('.') ? key.split('.')[1] : key;
-      const ObjectFieldKey = key.includes('.') ? key.split('.')[1] : key;
+        const _valueParser = valueParser(fields, modelResolver);
-      const _valueParser = valueParser(fields, tenantModels);
+        _value = await _valueParser(value, ObjectFieldKey, fieldKey);
-      _value = await _valueParser(value, ObjectFieldKey, fieldKey);
+      }
-    }
+      return _value;
-    return _value;
+    };
-  };
 
 /**
  * Parses the field key and detarmines the key path.
@@ -402,12 +404,17 @@ export function aggregate(
   groupOn: string,
 ): Array<Record<string, any>> {
   return input.reduce((acc, curr) => {
+    // Skip aggregation if the current item doesn't have the comparator attribute
+    if (curr[comparatorAttr] === undefined || curr[comparatorAttr] === null) {
+      acc.push({ ...curr });
+      return acc;
+    }
     const existingEntry = acc.find(
       (entry) => entry[comparatorAttr] === curr[comparatorAttr],
     );
 
     if (existingEntry) {
-      existingEntry[groupOn].push(...curr.entries);
+      existingEntry[groupOn].push(...curr[groupOn]);
     } else {
       acc.push({ ...curr });
     }

packages/server/src/modules/InventoryCost/commands/InventoryComputeCost.service.ts

@@ -93,7 +93,7 @@ export class InventoryComputeCostService {
    */
   async scheduleComputeItemCost(itemId: number, startingDate: Date | string) {
     const debounceKey = `inventory-cost-compute-debounce:${itemId}`;
-    const debounceTime = 1000 * 60; // 1 minute
+    const debounceTime = 1000 * 10; // 10 seconds
 
     // Generate a unique job ID or use a custom identifier
     const jobId = `task-${Date.now()}-${Math.random().toString(36).substring(2)}`;

packages/server/src/modules/InventoryCost/processors/ComputeItemCost.processor.ts

@@ -2,7 +2,8 @@ import { EventEmitter2 } from '@nestjs/event-emitter';
 import { Processor, WorkerHost } from '@nestjs/bullmq';
 import { Scope } from '@nestjs/common';
 import { Job } from 'bullmq';
-import { ClsService } from 'nestjs-cls';
+import { ClsService, UseCls } from 'nestjs-cls';
+import * as moment from 'moment';
 import { TenantJobPayload } from '@/interfaces/Tenant';
 import { InventoryComputeCostService } from '../commands/InventoryComputeCost.service';
 import { events } from '@/common/events/events';
@@ -14,7 +15,7 @@ import { Process } from '@nestjs/bull';
 
 interface ComputeItemCostJobPayload extends TenantJobPayload {
   itemId: number;
-  startingDate: Date;
+  startingDate: Date | string;
 }
 @Processor({
   name: ComputeItemCostQueue,
@@ -39,28 +40,34 @@ export class ComputeItemCostProcessor extends WorkerHost {
    * @param {Job<ComputeItemCostJobPayload>} job - The job to process
    */
   @Process(ComputeItemCostQueueJob)
+  @UseCls()
   async process(job: Job<ComputeItemCostJobPayload>) {
     const { itemId, startingDate, organizationId, userId } = job.data;
 
-    console.log(`Compute item cost for item ${itemId} started`);
+    // Parse startingDate using moment to handle both Date and string formats
+    const startingDateObj = moment(startingDate).toDate();
 
+    console.log(`[info] Compute item cost for item ${itemId} started`, {
+      payload: job.data,
+      jobId: job.id
+    });
     this.clsService.set('organizationId', organizationId);
     this.clsService.set('userId', userId);
 
     try {
       await this.inventoryComputeCostService.computeItemCost(
-        startingDate,
+        startingDateObj,
         itemId,
       );
       // Emit job completed event
       await this.eventEmitter.emitAsync(
         events.inventory.onComputeItemCostJobCompleted,
-        { startingDate, itemId, organizationId, userId },
+        { startingDate: startingDateObj, itemId, organizationId, userId },
       );
-
+      console.log(`[info] Compute item cost for item ${itemId} completed successfully`);
-      console.log(`Compute item cost for item ${itemId} completed`);
     } catch (error) {
-      console.error('Error computing item cost:', error);
+      console.error(`[error] Error computing item cost for item ${itemId}:`, error);
+      console.error('Error stack:', error instanceof Error ? error.stack : 'No stack trace');
       throw error;
     }
   }

packages/server/src/modules/Items/ServiceError.ts

@@ -4,16 +4,18 @@ export class ServiceError extends Error {
   errorType: string;
   message: string;
   payload: any;
+  httpStatus: HttpStatus;
 
-  constructor(errorType: string, message?: string, payload?: any) {
+  constructor(errorType: string, message?: string, payload?: any, httpStatus?: HttpStatus) {
     super(message);
 
     this.errorType = errorType;
     this.message = message || null;
     this.payload = payload;
+    this.httpStatus = httpStatus || HttpStatus.BAD_REQUEST;
   }
 
   getStatus(): HttpStatus {
-    return HttpStatus.INTERNAL_SERVER_ERROR;
+    return this.httpStatus;
   }
 }

packages/server/src/modules/Items/models/Item.meta.ts

@@ -267,28 +267,28 @@ export const ItemMeta = {
       fieldType: 'relation',
       relationModel: 'Account',
       relationImportMatch: ['name', 'code'],
-      importHint: 'Matches the account name or code.',
+      importHint: 'account.field.account_hint',
     },
     sellAccountId: {
       name: 'item.field.sell_account',
       fieldType: 'relation',
       relationModel: 'Account',
       relationImportMatch: ['name', 'code'],
-      importHint: 'Matches the account name or code.',
+      importHint: 'account.field.account_hint',
     },
     inventoryAccountId: {
       name: 'item.field.inventory_account',
       fieldType: 'relation',
       relationModel: 'Account',
       relationImportMatch: ['name', 'code'],
-      importHint: 'Matches the account name or code.',
+      importHint: 'account.field.account_hint',
     },
     sellDescription: {
-      name: 'Sell Description',
+      name: 'item.field.sell_description',
       fieldType: 'text',
     },
     purchaseDescription: {
-      name: 'Purchase Description',
+      name: 'item.field.purchase_description',
       fieldType: 'text',
     },
     note: {
@@ -300,7 +300,7 @@ export const ItemMeta = {
       fieldType: 'relation',
       relationModel: 'ItemCategory',
       relationImportMatch: ['name'],
-      importHint: 'Matches the category name.',
+      importHint: 'item.field.category_hint',
     },
     active: {
       name: 'item.field.active',

packages/server/src/modules/PaymentReceived/dtos/PaymentReceivedResponse.dto.ts

@@ -74,6 +74,9 @@ export class PaymentReceivedResponseDto {
   @ApiProperty({ description: 'The formatted amount', example: '100.00' })
   formattedAmount: string;
 
+  @ApiProperty({ description: 'The formatted total', example: '100.00 USD' })
+  formattedTotal: string;
+
   @ApiProperty({ description: 'The currency code', example: 'USD' })
   currencyCode: string;
 

packages/server/src/modules/PaymentReceived/models/PaymentReceived.meta.ts

@@ -165,12 +165,12 @@ export const PaymentReceivedMeta = {
       relationModel: 'Account',
       relationImportMatch: ['name', 'code'],
       required: true,
-      importHint: 'Matches the account name or code.',
+      importHint: 'account.field.account_hint',
     },
     paymentReceiveNo: {
       name: 'payment_receive.field.payment_receive_no',
       fieldType: 'text',
-      importHint: 'The payment number should be unique.',
+      importHint: 'payment_receive.field.payment_no_hint',
     },
     statement: {
       name: 'payment_receive.field.statement',
@@ -189,7 +189,7 @@ export const PaymentReceivedMeta = {
           relationModel: 'SaleInvoice',
           relationImportMatch: 'invoiceNo',
           required: true,
-          importHint: 'Matches the invoice number.',
+          importHint: 'payment_receive.field.invoice_hint',
         },
         paymentAmount: {
           name: 'payment_receive.field.entries.payment_amount',
@@ -199,7 +199,7 @@ export const PaymentReceivedMeta = {
       },
     },
     branchId: {
-      name: 'Branch',
+      name: 'invoice.field.branch',
       fieldType: 'relation',
       relationModel: 'Branch',
       relationImportMatch: ['name', 'code'],

packages/server/src/modules/PaymentReceived/processors/PaymentReceivedMailNotification.processor.ts

@@ -1,12 +1,11 @@
 import { JOB_REF, Process, Processor } from '@nestjs/bull';
 import { Job } from 'bull';
+import { Inject, Scope } from '@nestjs/common';
+import { ClsService, UseCls } from 'nestjs-cls';
 import {
   SEND_PAYMENT_RECEIVED_MAIL_JOB,
   SEND_PAYMENT_RECEIVED_MAIL_QUEUE,
 } from '../constants';
-import { Inject, Scope } from '@nestjs/common';
-import { REQUEST } from '@nestjs/core';
-import { ClsService } from 'nestjs-cls';
 import { SendPaymentReceiveMailNotification } from '../commands/PaymentReceivedMailNotification';
 import { SendPaymentReceivedMailPayload } from '../types/PaymentReceived.types';
 
@@ -21,9 +20,10 @@ export class SendPaymentReceivedMailProcessor {
 
     @Inject(JOB_REF)
     private readonly jobRef: Job<SendPaymentReceivedMailPayload>,
-  ) {}
+  ) { }
 
   @Process(SEND_PAYMENT_RECEIVED_MAIL_JOB)
+  @UseCls()
   async handleSendMail() {
     const { messageOptions, paymentReceivedId, organizationId, userId } =
       this.jobRef.data;
@@ -37,7 +37,8 @@ export class SendPaymentReceivedMailProcessor {
         messageOptions,
       );
     } catch (error) {
-      console.log(error);
+      console.error('Failed to process payment received mail job:', error);
+      throw error;
     }
   }
 }

packages/server/src/modules/PaymentReceived/queries/PaymentReceivedTransformer.ts

@@ -11,6 +11,7 @@ export class PaymentReceiveTransfromer extends Transformer {
   public includeAttributes = (): string[] => {
     return [
       'subtotalFormatted',
+      'formatttedTotal',
       'formattedPaymentDate',
       'formattedCreatedAt',
       'formattedAmount',
@@ -45,7 +46,18 @@ export class PaymentReceiveTransfromer extends Transformer {
   protected subtotalFormatted = (payment: PaymentReceived): string => {
     return this.formatNumber(payment.amount, {
       currencyCode: payment.currencyCode,
-      money: false,
+    });
+  };
+
+  /**
+   * Retrieves the formatted total.
+   * @param {PaymentReceived} payment
+   * @returns {string}
+   */
+  protected formatttedTotal = (payment: PaymentReceived): string => {
+    return this.formatNumber(payment.amount, {
+      currencyCode: payment.currencyCode,
+      money: true,
     });
   };
 
@@ -66,7 +78,7 @@ export class PaymentReceiveTransfromer extends Transformer {
    * @returns {string}
    */
   protected formattedExchangeRate = (payment: PaymentReceived): string => {
-    return this.formatNumber(payment.exchangeRate, { money: false });
+    return this.formatNumber(payment.exchangeRate);
   };
 
   /**

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

@@ -1,5 +1,6 @@
 import { ModuleRef } from '@nestjs/core';
-import { pickBy } from 'lodash';
+import { pickBy, mapValues } from 'lodash';
+import { I18nService } from 'nestjs-i18n';
 import { WarehousesSettings } from '../Warehouses/WarehousesSettings';
 import { Injectable } from '@nestjs/common';
 import { BranchesSettingsService } from '../Branches/BranchesSettings';
@@ -20,7 +21,8 @@ export class ResourceService {
     private readonly branchesSettings: BranchesSettingsService,
     private readonly warehousesSettings: WarehousesSettings,
     private readonly moduleRef: ModuleRef,
-  ) {}
+    private readonly i18nService: I18nService,
+  ) { }
 
   /**
    * Retrieve resource model object.
@@ -96,7 +98,45 @@ export class ResourceService {
   };
 
   /**
-   * Retrieve the resource fields.
+   * Localizes a single field by translating its name and importHint.
+   * @param {IModelMetaField2} field - The field to localize.
+   * @returns {IModelMetaField2} - The localized field.
+   */
+  private localizeField(field: IModelMetaField2): IModelMetaField2 {
+    const localizedField = {
+      ...field,
+      name: this.i18nService.t(field.name, { defaultValue: field.name }),
+    } as IModelMetaField2;
+
+    if (field.importHint) {
+      localizedField.importHint = this.i18nService.t(field.importHint, {
+        defaultValue: field.importHint,
+      });
+    }
+
+    // Recursively localize nested fields (for collection types)
+    if (field.fields) {
+      localizedField.fields = this.localizeFields(
+        field.fields as unknown as Record<string, IModelMetaField2>,
+      ) as unknown as typeof field.fields;
+    }
+
+    return localizedField;
+  }
+
+  /**
+   * Localizes all fields in a fields map.
+   * @param {Record<string, IModelMetaField2>} fields - The fields to localize.
+   * @returns {Record<string, IModelMetaField2>} - The localized fields.
+   */
+  private localizeFields(
+    fields: Record<string, IModelMetaField2>,
+  ): Record<string, IModelMetaField2> {
+    return mapValues(fields, (field) => this.localizeField(field));
+  }
+
+  /**
+   * Retrieve the resource fields with localized names and hints.
    * @param {string} modelName
    * @returns {IModelMetaField2}
    */
@@ -104,8 +144,11 @@ export class ResourceService {
     [key: string]: IModelMetaField2;
   } {
     const meta = this.getResourceMeta(modelName);
+    const filteredFields = this.filterSupportFeatures(meta.fields2);
 
-    return this.filterSupportFeatures(meta.fields2);
+    return this.localizeFields(
+      filteredFields as Record<string, IModelMetaField2>,
+    );
   }
 
   /**

packages/server/src/modules/SaleEstimates/SaleEstimates.module.ts

@@ -42,6 +42,7 @@ import { GetSaleEstimateMailTemplateService } from './queries/GetSaleEstimateMai
 import { SaleEstimateAutoIncrementSubscriber } from './subscribers/SaleEstimateAutoIncrementSubscriber';
 import { BulkDeleteSaleEstimatesService } from './BulkDeleteSaleEstimates.service';
 import { ValidateBulkDeleteSaleEstimatesService } from './ValidateBulkDeleteSaleEstimates.service';
+import { SendSaleEstimateMailProcess } from './processes/SendSaleEstimateMail.process';
 
 @Module({
   imports: [
@@ -89,6 +90,7 @@ import { ValidateBulkDeleteSaleEstimatesService } from './ValidateBulkDeleteSale
     SaleEstimateAutoIncrementSubscriber,
     BulkDeleteSaleEstimatesService,
     ValidateBulkDeleteSaleEstimatesService,
+    SendSaleEstimateMailProcess,
   ],
   exports: [
     SaleEstimatesExportable,

packages/server/src/modules/SaleEstimates/commands/SendSaleEstimateMail.ts

@@ -24,6 +24,7 @@ import { Mail } from '@/modules/Mail/Mail';
 import { MailTransporter } from '@/modules/Mail/MailTransporter.service';
 import { TenantModelProxy } from '@/modules/System/models/TenantBaseModel';
 import { GetSaleEstimateMailTemplateService } from '../queries/GetSaleEstimateMailTemplate.service';
+import { TenancyContext } from '@/modules/Tenancy/TenancyContext.service';
 
 @Injectable()
 export class SendSaleEstimateMail {
@@ -42,13 +43,14 @@ export class SendSaleEstimateMail {
     private readonly getEstimateMailTemplate: GetSaleEstimateMailTemplateService,
     private readonly eventPublisher: EventEmitter2,
     private readonly mailTransporter: MailTransporter,
+    private readonly tenancyContext: TenancyContext,
 
     @Inject(SaleEstimate.name)
     private readonly saleEstimateModel: TenantModelProxy<typeof SaleEstimate>,
 
     @InjectQueue(SendSaleEstimateMailQueue)
     private readonly sendEstimateMailQueue: Queue,
-  ) {}
+  ) { }
 
   /**
    * Triggers the reminder mail of the given sale estimate.
@@ -60,10 +62,19 @@ export class SendSaleEstimateMail {
     saleEstimateId: number,
     messageOptions: SaleEstimateMailOptionsDTO,
   ): Promise<void> {
+    const tenant = await this.tenancyContext.getTenant();
+    const user = await this.tenancyContext.getSystemUser();
+
+    const organizationId = tenant.organizationId;
+    const userId = user.id;
+
     const payload = {
       saleEstimateId,
       messageOptions,
+      userId,
+      organizationId,
     };
+
     await this.sendEstimateMailQueue.add(SendSaleEstimateMailJob, payload);
 
     // Triggers `onSaleEstimatePreMailSend` event.

packages/server/src/modules/SaleEstimates/models/SaleEstimate.meta.ts

@@ -191,52 +191,52 @@ export const SaleEstimateMeta = {
   },
   fields2: {
     customerId: {
-      name: 'Customer',
+      name: 'estimate.field.customer',
       fieldType: 'relation',
       relationModel: 'Contact',
       relationImportMatch: ['displayName'],
       required: true,
     },
     estimateDate: {
-      name: 'Estimate Date',
+      name: 'estimate.field.estimate_date',
       fieldType: 'date',
       required: true,
     },
     expirationDate: {
-      name: 'Expiration Date',
+      name: 'estimate.field.expiration_date',
       fieldType: 'date',
       required: true,
     },
     estimateNumber: {
-      name: 'Estimate No.',
+      name: 'estimate.field.estimate_number',
       fieldType: 'text',
     },
     reference: {
-      name: 'Reference No.',
+      name: 'estimate.field.reference_no',
       fieldType: 'text',
     },
     exchangeRate: {
-      name: 'Exchange Rate',
+      name: 'estimate.field.exchange_rate',
       fieldType: 'number',
     },
     currencyCode: {
-      name: 'Currency',
+      name: 'estimate.field.currency',
       fieldType: 'text',
     },
     note: {
-      name: 'Note',
+      name: 'estimate.field.note',
       fieldType: 'text',
     },
     termsConditions: {
-      name: 'Terms & Conditions',
+      name: 'estimate.field.terms_conditions',
       fieldType: 'text',
     },
     delivered: {
-      name: 'Delivered',
+      name: 'estimate.field.delivered',
       type: 'boolean',
     },
     entries: {
-      name: 'Entries',
+      name: 'estimate.field.entries',
       fieldType: 'collection',
       collectionOf: 'object',
       collectionMinLength: 1,
@@ -248,7 +248,7 @@ export const SaleEstimateMeta = {
           relationModel: 'Item',
           relationImportMatch: ['name', 'code'],
           required: true,
-          importHint: 'Matches the item name or code.',
+          importHint: 'invoice.field.item_hint',
         },
         rate: {
           name: 'invoice.field.rate',
@@ -261,13 +261,13 @@ export const SaleEstimateMeta = {
           required: true,
         },
         description: {
-          name: 'Line Description',
+          name: 'invoice.field.description',
           fieldType: 'text',
         },
       },
     },
     branchId: {
-      name: 'Branch',
+      name: 'invoice.field.branch',
       fieldType: 'relation',
       relationModel: 'Branch',
       relationImportMatch: ['name', 'code'],
@@ -275,7 +275,7 @@ export const SaleEstimateMeta = {
       required: true,
     },
     warehouseId: {
-      name: 'Warehouse',
+      name: 'invoice.field.warehouse',
       fieldType: 'relation',
       relationModel: 'Warehouse',
       relationImportMatch: ['name', 'code'],

packages/server/src/modules/SaleEstimates/processes/SendSaleEstimateMail.process.ts

@@ -1,19 +1,39 @@
 import { Process, Processor } from '@nestjs/bull';
 import { Job } from 'bull';
+import { Inject, Scope } from '@nestjs/common';
+import { JOB_REF } from '@nestjs/bull';
 import {
   SendSaleEstimateMailJob,
   SendSaleEstimateMailQueue,
 } from '../types/SaleEstimates.types';
 import { SendSaleEstimateMail } from '../commands/SendSaleEstimateMail';
+import { ClsService, UseCls } from 'nestjs-cls';
 
-@Processor(SendSaleEstimateMailQueue)
+@Processor({
+  name: SendSaleEstimateMailQueue,
+  scope: Scope.REQUEST,
+})
 export class SendSaleEstimateMailProcess {
-  constructor(private readonly sendEstimateMailService: SendSaleEstimateMail) {}
+  constructor(
+    private readonly sendEstimateMailService: SendSaleEstimateMail,
+    private readonly clsService: ClsService,
+    @Inject(JOB_REF)
+    private readonly jobRef: Job,
+  ) { }
 
   @Process(SendSaleEstimateMailJob)
-  async handleSendMail(job: Job) {
+  @UseCls()
-    const { saleEstimateId, messageOptions } = job.data;
+  async handleSendMail() {
+    const { saleEstimateId, messageOptions, organizationId, userId } = this.jobRef.data;
 
-    await this.sendEstimateMailService.sendMail(saleEstimateId, messageOptions);
+    this.clsService.set('organizationId', organizationId);
+    this.clsService.set('userId', userId);
+
+    try {
+      await this.sendEstimateMailService.sendMail(saleEstimateId, messageOptions);
+    } catch (error) {
+      console.error('Failed to process estimate mail job:', error);
+      throw error;
+    }
   }
 }

packages/server/src/modules/SaleEstimates/queries/SaleEstimate.transformer.ts

@@ -17,7 +17,7 @@ export class SaleEstimateTransfromer extends Transformer {
       'formattedDeliveredAtDate',
       'formattedApprovedAtDate',
       'formattedRejectedAtDate',
-      
+
       'discountAmountFormatted',
       'discountPercentageFormatted',
       'adjustmentFormatted',
@@ -135,7 +135,7 @@ export class SaleEstimateTransfromer extends Transformer {
    * @returns {string}
    */
   protected adjustmentFormatted = (estimate: SaleEstimate): string => {
-    return this.formatMoney(estimate.adjustment, {
+    return this.formatNumber(estimate.adjustment, {
       currencyCode: estimate.currencyCode,
       excerptZero: true,
     });

packages/server/src/modules/SaleInvoices/SaleInvoiceCostGLEntries.ts

@@ -19,7 +19,7 @@ export class SaleInvoiceCostGLEntries {
     private readonly inventoryCostLotTracker: TenantModelProxy<
       typeof InventoryCostLotTracker
     >,
-  ) {}
+  ) { }
 
   /**
    * Writes journal entries from sales invoices.

packages/server/src/modules/SaleInvoices/SaleInvoices.controller.ts

@@ -99,7 +99,8 @@ export class SaleInvoicesController {
     return this.saleInvoiceApplication.createSaleInvoice(saleInvoiceDTO);
   }
 
-  @Put(':id/mail')
+  @Post(':id/mail')
+  @HttpCode(200)
   @ApiOperation({ summary: 'Send the sale invoice mail.' })
   @ApiResponse({
     status: 200,

packages/server/src/modules/SaleInvoices/commands/GenerateInvoicePaymentLink.service.ts

@@ -10,6 +10,7 @@ import { PaymentLink } from '@/modules/PaymentLinks/models/PaymentLink';
 import { SaleInvoice } from '../models/SaleInvoice';
 import { TenantModelProxy } from '@/modules/System/models/TenantBaseModel';
 import { TenancyContext } from '@/modules/Tenancy/TenancyContext.service';
+import { ConfigService } from '@nestjs/config';
 
 @Injectable()
 export class GenerateShareLink {
@@ -18,13 +19,14 @@ export class GenerateShareLink {
     private eventPublisher: EventEmitter2,
     private transformer: TransformerInjectable,
     private tenancyContext: TenancyContext,
+    private configService: ConfigService,
 
     @Inject(SaleInvoice.name)
     private saleInvoiceModel: TenantModelProxy<typeof SaleInvoice>,
 
     @Inject(PaymentLink.name)
     private paymentLinkModel: typeof PaymentLink,
-  ) {}
+  ) { }
 
   /**
    * Generates private or public payment link for the given sale invoice.
@@ -75,6 +77,9 @@ export class GenerateShareLink {
       return this.transformer.transform(
         paymentLink,
         new GeneratePaymentLinkTransformer(),
+        {
+          baseUrl: this.configService.get('app.baseUrl'),
+        }
       );
     });
   }

packages/server/src/modules/SaleInvoices/commands/GeneratePaymentLink.transformer.ts

@@ -1,7 +1,10 @@
 import { Transformer } from '@/modules/Transformer/Transformer';
 import { PUBLIC_PAYMENT_LINK } from '../constants';
 
-export class GeneratePaymentLinkTransformer extends Transformer {
+interface GeneratePaymentLinkTransformerOptions {
+  baseUrl: string;
+}
+export class GeneratePaymentLinkTransformer extends Transformer<GeneratePaymentLinkTransformerOptions> {
   /**
    * Exclude these attributes from payment link object.
    * @returns {Array}
@@ -23,6 +26,9 @@ export class GeneratePaymentLinkTransformer extends Transformer {
    * @returns {string}
    */
   public link(link) {
-    return PUBLIC_PAYMENT_LINK?.replace('{PAYMENT_LINK_ID}', link.linkId);
+    return PUBLIC_PAYMENT_LINK?.replace(
+      '{BASE_URL}',
+      this.options.baseUrl,
+    ).replace('{PAYMENT_LINK_ID}', link.linkId);
   }
 }

packages/server/src/modules/SaleInvoices/commands/SaleInvoicesImportable.ts

@@ -5,10 +5,10 @@ import { Importable } from '@/modules/Import/Importable';
 import { CreateSaleInvoiceDto } from '../dtos/SaleInvoice.dto';
 import { SaleInvoicesSampleData } from '../constants';
 import { ImportableService } from '@/modules/Import/decorators/Import.decorator';
-import { ManualJournal } from '@/modules/ManualJournals/models/ManualJournal';
+import { SaleInvoice } from '../models/SaleInvoice';
 
 @Injectable()
-@ImportableService({ name: ManualJournal.name })
+@ImportableService({ name: SaleInvoice.name })
 export class SaleInvoicesImportable extends Importable {
   constructor(private readonly createInvoiceService: CreateSaleInvoice) {
     super();

packages/server/src/modules/SaleInvoices/commands/SendSaleInvoiceMail.ts

@@ -33,7 +33,7 @@ export class SendSaleInvoiceMail {
     private readonly tenancyContect: TenancyContext,
 
     @InjectQueue(SendSaleInvoiceQueue) private readonly sendInvoiceQueue: Queue,
-  ) {}
+  ) { }
 
   /**
    * Sends the invoice mail of the given sale invoice.
@@ -132,7 +132,13 @@ export class SendSaleInvoiceMail {
       events.saleInvoice.onMailSend,
       eventPayload,
     );
-    await this.mailTransporter.send(mail);
+
+    try {
+      await this.mailTransporter.send(mail);
+    } catch (error) {
+      console.error('Failed to send invoice mail:', error);
+      throw error;
+    }
 
     // Triggers the event `onSaleInvoiceSend`.
     await this.eventEmitter.emitAsync(

packages/server/src/modules/SaleInvoices/constants.ts

@@ -3,10 +3,9 @@
 export const SendSaleInvoiceQueue = 'SendSaleInvoiceQueue';
 export const SendSaleInvoiceMailJob = 'SendSaleInvoiceMailJob';
 
-const BASE_URL = 'http://localhost:3000';
 
 export const DEFAULT_INVOICE_MAIL_SUBJECT =
-  'Invoice {Invoice Number} from {Company Name} for {Customer Name}';
+'Invoice {Invoice Number} from {Company Name} for {Customer Name}';
 export const DEFAULT_INVOICE_MAIL_CONTENT = `Hi {Customer Name},
 
 Here's invoice # {Invoice Number} for {Invoice Amount}
@@ -23,8 +22,8 @@ Thanks,
 
 export const DEFAULT_INVOICE_REMINDER_MAIL_SUBJECT =
   'Invoice {InvoiceNumber} reminder from {CompanyName}';
-export const DEFAULT_INVOICE_REMINDER_MAIL_CONTENT = `
+  export const DEFAULT_INVOICE_REMINDER_MAIL_CONTENT = `
-<p>Dear {CustomerName}</p>
+  <p>Dear {CustomerName}</p>
 <p>You might have missed the payment date and the invoice is now overdue by {OverdueDays} days.</p>
 <p>Invoice <strong>#{InvoiceNumber}</strong><br />
 Due Date : <strong>{InvoiceDueDate}</strong><br />
@@ -36,7 +35,7 @@ Amount   : <strong>{InvoiceAmount}</strong></p>
 </p>
 `;
 
-export const PUBLIC_PAYMENT_LINK = `${BASE_URL}/payment/{PAYMENT_LINK_ID}`;
+export const PUBLIC_PAYMENT_LINK = "{BASE_URL}/payment/{PAYMENT_LINK_ID}";
 
 export const ERRORS = {
   INVOICE_NUMBER_NOT_UNIQUE: 'INVOICE_NUMBER_NOT_UNIQUE',

packages/server/src/modules/SaleInvoices/models/SaleInvoice.meta.ts

@@ -259,7 +259,7 @@ export const SaleInvoiceMeta = {
           relationModel: 'Item',
           relationImportMatch: ['name', 'code'],
           required: true,
-          importHint: 'Matches the item name or code.',
+          importHint: 'invoice.field.item_hint',
         },
         rate: {
           name: 'invoice.field.rate',
@@ -283,7 +283,7 @@ export const SaleInvoiceMeta = {
       printable: false,
     },
     branchId: {
-      name: 'Branch',
+      name: 'invoice.field.branch',
       fieldType: 'relation',
       relationModel: 'Branch',
       relationImportMatch: ['name', 'code'],
@@ -291,7 +291,7 @@ export const SaleInvoiceMeta = {
       required: true,
     },
     warehouseId: {
-      name: 'Warehouse',
+      name: 'invoice.field.warehouse',
       fieldType: 'relation',
       relationModel: 'Warehouse',
       relationImportMatch: ['name', 'code'],

packages/server/src/modules/SaleInvoices/processors/SendSaleInvoiceMail.processor.ts

@@ -18,9 +18,10 @@ export class SendSaleInvoiceMailProcessor {
     @Inject(JOB_REF)
     private readonly jobRef: Job<SendSaleInvoiceMailJobPayload>,
     private readonly clsService: ClsService,
-  ) {}
+  ) { }
 
   @Process(SendSaleInvoiceMailJob)
+  @UseCls()
   async handleSendInvoice() {
     const { messageOptions, saleInvoiceId, organizationId, userId } =
       this.jobRef.data;
@@ -31,7 +32,8 @@ export class SendSaleInvoiceMailProcessor {
     try {
       await this.sendSaleInvoiceMail.sendMail(saleInvoiceId, messageOptions);
     } catch (error) {
-      console.log(error);
+      console.error('Failed to process invoice mail job:', error);
+      throw error;
     }
   }
 }

packages/server/src/modules/SaleInvoices/queries/GetInvoicePaymentLink.transformer.ts

@@ -209,7 +209,7 @@ class GetInvoicePaymentLinkTaxEntryTransformer extends SaleInvoiceTaxEntryTransf
 
 class GetInvoicePaymentLinkBrandingTemplate extends GetPdfTemplateTransformer {
   public includeAttributes = (): string[] => {
-    return ['companyLogoUri', 'primaryColor'];
+    return ['companyLogoUri', 'primaryColor', 'secondaryColor'];
   };
 
   public excludeAttributes = (): string[] => {
@@ -219,4 +219,8 @@ class GetInvoicePaymentLinkBrandingTemplate extends GetPdfTemplateTransformer {
   primaryColor = (template) => {
     return template.attributes?.primaryColor;
   };
+
+  secondaryColor = (template) => {
+    return template.attributes?.secondaryColor;
+  };
 }

packages/server/src/modules/SaleInvoices/queries/SaleInvoice.transformer.ts

@@ -70,6 +70,7 @@ export class SaleInvoiceTransformer extends Transformer {
   protected dueAmountFormatted = (invoice: SaleInvoice): string => {
     return this.formatNumber(invoice.dueAmount, {
       currencyCode: invoice.currencyCode,
+      money: true
     });
   };
 
@@ -113,7 +114,6 @@ export class SaleInvoiceTransformer extends Transformer {
   protected subtotalFormatted = (invoice: SaleInvoice): string => {
     return this.formatNumber(invoice.subtotal, {
       currencyCode: this.context.organization.baseCurrency,
-      money: false,
     });
   };
 
@@ -170,6 +170,7 @@ export class SaleInvoiceTransformer extends Transformer {
   protected totalFormatted = (invoice: SaleInvoice): string => {
     return this.formatNumber(invoice.total, {
       currencyCode: invoice.currencyCode,
+      money: true
     });
   };
 
@@ -212,7 +213,7 @@ export class SaleInvoiceTransformer extends Transformer {
    * @returns {string}
    */
   protected adjustmentFormatted = (invoice: SaleInvoice): string => {
-    return this.formatMoney(invoice.adjustment, {
+    return this.formatNumber(invoice.adjustment, {
       currencyCode: invoice.currencyCode,
     })
   }

packages/server/src/modules/SaleInvoices/subscribers/InvoiceGLEntriesSubscriber.ts

@@ -10,7 +10,7 @@ import { events } from '@/common/events/events';
 
 @Injectable()
 export class InvoiceGLEntriesSubscriber {
-  constructor(public readonly saleInvoiceGLEntries: SaleInvoiceGLEntries) {}
+  constructor(public readonly saleInvoiceGLEntries: SaleInvoiceGLEntries) { }
 
   /**
    * Records journal entries of the non-inventory invoice.

packages/server/src/modules/SaleReceipts/SaleReceipts.controller.ts

@@ -25,7 +25,10 @@ import {
   CreateSaleReceiptDto,
   EditSaleReceiptDto,
 } from './dtos/SaleReceipt.dto';
-import { ISalesReceiptsFilter } from './types/SaleReceipts.types';
+import {
+  ISalesReceiptsFilter,
+  SaleReceiptMailOptsDTO,
+} from './types/SaleReceipts.types';
 import { AcceptType } from '@/constants/accept-type';
 import { Response } from 'express';
 import { SaleReceiptResponseDto } from './dtos/SaleReceiptResponse.dto';
@@ -87,7 +90,7 @@ export class SaleReceiptsController {
     return this.saleReceiptApplication.createSaleReceipt(saleReceiptDTO);
   }
 
-  @Put(':id/mail')
+  @Post(':id/mail')
   @HttpCode(200)
   @ApiOperation({ summary: 'Send the sale receipt mail.' })
   @ApiParam({
@@ -96,8 +99,11 @@ export class SaleReceiptsController {
     type: Number,
     description: 'The sale receipt id',
   })
-  sendSaleReceiptMail(@Param('id', ParseIntPipe) id: number) {
+  sendSaleReceiptMail(
-    return this.saleReceiptApplication.getSaleReceiptMail(id);
+    @Param('id', ParseIntPipe) id: number,
+    @Body() messageOpts: SaleReceiptMailOptsDTO,
+  ) {
+    return this.saleReceiptApplication.sendSaleReceiptMail(id, messageOpts);
   }
 
   @Get('state')

packages/server/src/modules/SaleReceipts/models/SaleReceipt.meta.ts

@@ -186,42 +186,42 @@ export const SaleReceiptMeta = {
   },
   fields2: {
     receiptDate: {
-      name: 'Receipt Date',
+      name: 'receipt.field.receipt_date',
       fieldType: 'date',
       required: true,
     },
     customerId: {
-      name: 'Customer',
+      name: 'receipt.field.customer',
       fieldType: 'relation',
       relationModel: 'Contact',
       relationImportMatch: 'displayName',
       required: true,
     },
     depositAccountId: {
-      name: 'Deposit Account',
+      name: 'receipt.field.deposit_account',
       fieldType: 'relation',
       relationModel: 'Account',
       relationImportMatch: ['name', 'code'],
       required: true,
     },
     exchangeRate: {
-      name: 'Exchange Rate',
+      name: 'receipt.field.exchange_rate',
       fieldType: 'number',
     },
     receiptNumber: {
-      name: 'Receipt Number',
+      name: 'receipt.field.receipt_number',
       fieldType: 'text',
     },
     referenceNo: {
-      name: 'Reference No.',
+      name: 'receipt.field.reference_no',
       fieldType: 'text',
     },
     closed: {
-      name: 'Closed',
+      name: 'receipt.field.closed',
       fieldType: 'boolean',
     },
     entries: {
-      name: 'Entries',
+      name: 'receipt.field.entries',
       fieldType: 'collection',
       collectionOf: 'object',
       collectionMinLength: 1,
@@ -233,7 +233,7 @@ export const SaleReceiptMeta = {
           relationModel: 'Item',
           relationImportMatch: ['name', 'code'],
           required: true,
-          importHint: 'Matches the item name or code.',
+          importHint: 'invoice.field.item_hint',
         },
         rate: {
           name: 'invoice.field.rate',
@@ -252,15 +252,15 @@ export const SaleReceiptMeta = {
       },
     },
     statement: {
-      name: 'Statement',
+      name: 'receipt.field.statement',
       fieldType: 'text',
     },
     receiptMessage: {
-      name: 'Receipt Message',
+      name: 'receipt.field.receipt_message',
       fieldType: 'text',
     },
     branchId: {
-      name: 'Branch',
+      name: 'invoice.field.branch',
       fieldType: 'relation',
       relationModel: 'Branch',
       relationImportMatch: ['name', 'code'],
@@ -268,7 +268,7 @@ export const SaleReceiptMeta = {
       required: true,
     },
     warehouseId: {
-      name: 'Warehouse',
+      name: 'invoice.field.warehouse',
       fieldType: 'relation',
       relationModel: 'Warehouse',
       relationImportMatch: ['name', 'code'],

packages/server/src/modules/SaleReceipts/processes/SendSaleReceiptMail.process.ts

@@ -1,24 +1,42 @@
 import { Process, Processor } from '@nestjs/bull';
 import { Job } from 'bull';
-import { SendSaleReceiptMailQueue } from '../constants';
+import { Inject, Scope } from '@nestjs/common';
+import { JOB_REF } from '@nestjs/bull';
+import { SendSaleReceiptMailQueue, SendSaleReceiptMailJob } from '../constants';
 import { SaleReceiptMailNotification } from '../commands/SaleReceiptMailNotification';
 import { SaleReceiptSendMailPayload } from '../types/SaleReceipts.types';
-import { ClsService } from 'nestjs-cls';
+import { ClsService, UseCls } from 'nestjs-cls';
 
-@Processor(SendSaleReceiptMailQueue)
+@Processor({
+  name: SendSaleReceiptMailQueue,
+  scope: Scope.REQUEST,
+})
 export class SendSaleReceiptMailProcess {
   constructor(
     private readonly saleReceiptMailNotification: SaleReceiptMailNotification,
     private readonly clsService: ClsService,
-  ) {}
 
-  @Process(SendSaleReceiptMailQueue)
+    @Inject(JOB_REF)
-  async handleSendMailJob(job: Job<SaleReceiptSendMailPayload>) {
+    private readonly jobRef: Job<SaleReceiptSendMailPayload>,
-    const { messageOpts, saleReceiptId, organizationId, userId } = job.data;
+  ) { }
+
+  @Process(SendSaleReceiptMailJob)
+  @UseCls()
+  async handleSendMailJob() {
+    const { messageOpts, saleReceiptId, organizationId, userId } =
+      this.jobRef.data;
 
     this.clsService.set('organizationId', organizationId);
     this.clsService.set('userId', userId);
 
-    await this.saleReceiptMailNotification.sendMail(saleReceiptId, messageOpts);
+    try {
+      await this.saleReceiptMailNotification.sendMail(
+        saleReceiptId,
+        messageOpts,
+      );
+    } catch (error) {
+      console.error('Failed to process receipt mail job:', error);
+      throw error;
+    }
   }
 }

packages/server/src/modules/Tenancy/TenancyModels/Tenancy.module.ts

@@ -107,4 +107,4 @@ const modelProviders = models.map((model) => RegisterTenancyModel(model));
   imports: [...modelProviders],
   exports: [...modelProviders],
 })
-export class TenancyModelsModule {}
+export class TenancyModelsModule { }

packages/server/src/modules/TransactionsLocking/commands/CommandTransactionsLockingService.ts

@@ -26,7 +26,7 @@ export class TransactionsLockingService {
   constructor(
     private readonly transactionsLockingRepo: TransactionsLockingRepository,
     private readonly eventPublisher: EventEmitter2,
-  ) {}
+  ) { }
 
   /**
    * Enable/disable all transacations locking.

packages/server/src/modules/TransactionsLocking/guards/TransactionsLockingGuard.ts

@@ -10,7 +10,7 @@ import { ServiceError } from '@/modules/Items/ServiceError';
 export class TransactionsLockingGuard {
   constructor(
     private readonly transactionsLockingRepo: TransactionsLockingRepository,
-  ) {}
+  ) { }
 
   /**
    * Detarmines whether the transaction date between the locking date period.
@@ -31,7 +31,7 @@ export class TransactionsLockingGuard {
     const inUnlockDate =
       unlockFromDate && unlockToDate
         ? moment(transactionDate).isSameOrAfter(unlockFromDate) &&
-          moment(transactionDate).isSameOrBefore(unlockFromDate)
+        moment(transactionDate).isSameOrBefore(unlockFromDate)
         : false;
 
     // Retruns true in case the transaction date between locking date
@@ -57,7 +57,7 @@ export class TransactionsLockingGuard {
     );
 
     if (isLocked) {
-      this.throwTransactionsLockError(lockingGroup);
+      await this.throwTransactionsLockError(lockingGroup);
     }
   };
 
@@ -90,11 +90,12 @@ export class TransactionsLockingGuard {
       await this.transactionsLockingRepo.getTransactionsLockingType();
 
     if (lockingType === TransactionsLockingGroup.All) {
-      return this.validateTransactionsLocking(
+      await this.validateTransactionsLocking(
         transactionDate,
         TransactionsLockingGroup.All,
       );
+      return;
     }
-    return this.validateTransactionsLocking(transactionDate, moduleType);
+    await this.validateTransactionsLocking(transactionDate, moduleType);
   };
 }