fix: discount and adjustment of sale and purchase transactions

fix: update financial forms to use new formatted amount utilities and…

.all-contributorsrc

@@ -159,6 +159,15 @@
       "contributions": [
         "code"
       ]
+    },
+    {
+      "login": "nklmantey",
+      "name": "Mantey",
+      "avatar_url": "https://avatars.githubusercontent.com/u/90279429?v=4",
+      "profile": "https://nklmantey.com/",
+      "contributions": [
+        "bug"
+      ]
     }
   ],
   "contributorsPerLine": 7,

.env.example

@@ -92,4 +92,11 @@ S3_BUCKET=
 
 # PostHog 
 POSTHOG_API_KEY=
-POSTHOG_HOST=
+POSTHOG_HOST=
+
+# Stripe Payment
+STRIPE_PAYMENT_SECRET_KEY=
+STRIPE_PAYMENT_PUBLISHABLE_KEY=
+STRIPE_PAYMENT_CLIENT_ID=
+STRIPE_PAYMENT_WEBHOOKS_SECRET=
+STRIPE_PAYMENT_REDIRECT_URL=

CHANGELOG.md

@@ -2,7 +2,182 @@
 
 All notable changes to Bigcapital server-side will be in this file.
 
-## [0.19.4] - 18-08-2024
+# [0.21.2]
+
+* hotbug: upload attachments by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/755
+
+# [0.21.1]
+
+* fix: download invoice document on payment page by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/750
+* fix: attach branding template attrs to payment page by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/751
+* fix: make manual entries adjust decimal credit/debit amounts by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/754
+* feat: allow quantity of entries accept decimal value by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/753
+
+# [0.21.0]
+
+* fix: Credit and debit totals not balancing when decimal values are used by @nklmantey in https://github.com/bigcapitalhq/bigcapital/pull/722
+* docs: add nklmantey as a contributor for bug by @allcontributors in https://github.com/bigcapitalhq/bigcapital/pull/725
+* feat: track more services events by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/721
+* feat: Invoice mail receipt preview by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/723
+* fix: change the send mail button on invoice drawer by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/730
+* refactor: notification mail services by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/731
+* fix: attach payment link in sending invoice mail receipt by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/732
+* fix: send invoice drawer layout by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/733
+* fix: hook up cc and bcc fields to mail sender by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/734
+* fix: company logo does not show up in mail receipt preview by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/736
+* fix: change default invoice mail message by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/737
+* fix: typing invoice send mail fields by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/738
+* fix: clean up ivnoice mail receipt preview component by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/739
+* feat: add shared package to pdf templates to render in the server and… by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/735
+* feat: getting invoice preview on send mail view by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/740
+* fix: style SSR invoice paper template by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/741
+* fix: send invoice receipt addresses by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/742
+* fix: due invoice server invoice by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/744
+* fix: `BIG-265` forgot password text by @ibutiti in https://github.com/bigcapitalhq/bigcapital/pull/745
+* Crims on sv translation by @Crims-on in https://github.com/bigcapitalhq/bigcapital/pull/671
+* feat: Added Spanish language to the App 🇪🇸 by @angelosorno in https://github.com/bigcapitalhq/bigcapital/pull/530
+* fix: mail services by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/746
+* fix: company logo of the template by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/747
+* fix: monorepo dependencies scope by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/748
+
+# [0.20.6] 
+
+* fix: Import category column of item resource by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/710
+* fix: Parse the uppercase values in importing by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/711
+* chore: Move i18nApply localization to the account transformer by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/713
+* fix: Sync Plaid credit card account type by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/714
+* fix: Sync account normal of cashflow GL entries by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/715
+* feat: Add quantity column to pdf templates by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/716
+* feat: Pre-line invoice statements by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/717
+* feat: Invoice number in downloaded pdf document by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/718
+* feat: Track events of pdf documents views by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/719
+* fix: Customer note does not appear in pdf document by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/720
+
+# [0.20.5]
+
+* fix: Disable tabs of the pdf customization if the first field not filed up by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/701
+* fix: Invoice form layout by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/705
+* refactor: Invoice, estimate, receipt, credit note and payment received date input fields by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/707
+* feat: Add customize templates button to edit forms by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/708
+* feat: Track account, invoice and item viewed events by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/709
+
+# [0.20.4]
+
+* fix: Delete company logo from the PDF template by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/699
+* fix: Set max width/height to company logo of pdf templates by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/700
+
+# [0.20.3]
+
+* feat: Assign default PDF template automatically by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/687
+* fix: pdf template addresses controlling by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/688
+* fix: Remove empty lines from address formats by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/690
+* fix: Pdf templates layout by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/691
+* feat: Download invoice pdf of the payment link by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/689
+* fix: Display country name by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/693
+* feat: Add shared packages to Docker container by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/694
+
+# [0.20.2]
+
+* feat: Assign default PDF template automatically by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/687
+* fix: pdf template addresses controlling by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/688
+* fix: Remove empty lines from address formats by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/690
+* fix: Pdf templates layout by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/691
+* feat: Download invoice pdf of the payment link by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/689
+* fix: Display country name by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/693
+* feat: Add shared packages to Docker container by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/694
+
+# [0.20.1]
+
+* fix: Getting uploaded object uri by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/684
+
+# [0.20.0]
+
+* feat: Customize pdf templates by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/667
+* feat: Onboard accounts to Stripe Connect by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/668
+* feat: Upload company logo to invoice templates by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/670
+* fix: Invoice pdf customize by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/672
+* fix: Invoice customize bugs by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/673
+* feat: Clean up payment links endpoints by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/674
+* feat: Hook up company logo to server-side pdf templates by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/675
+* feat: Company branding preferences by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/677
+* feat: Pdf templates customer/company addresses by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/678
+* fix: Listen to Stripe session completed event by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/679
+* feat: Track pdf templates Posthog events by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/680
+* fix: Branding customize content by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/681
+* feat: Listen to Stripe integration events by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/682
+* feat: Hook up customer/company address to invoice preview of payment page by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/683
+
+# [0.19.17]
+
+* fix: Un-categorize bank transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/663
+
+# [0.19.16]
+
+* feat: Tracking more Posthog events by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/653
+* fix: Expense cannot accept credit card as payment account by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/654
+* fix: Suspense the lazy loaded components in banking pages by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/657
+* feat: Add help dropdown menu by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/656
+* feat: Bank pages layout breaking by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/658
+* feat: Datatable UI improvements by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/655
+* fix: Array cast of recognize function rule ids by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/660
+* fix: Payment made filling the form full amount field by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/661
+* feat: Tabular number of all money columns by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/659
+* refactor: The expense G/L writer by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/662
+
+## [0.19.15] - 
+
+* fix: Bank transactions infinity scrolling by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/648
+* feat: Integrate multiple branches and warehouses to resource importing by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/645
+* fix: Integrate multiple branches with expense resource by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/649
+* feat: Cover more tracking events. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/650
+* feat: Track banking service events by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/651
+
+## [0.19.14]
+
+* fix: Import bugs by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/643
+* fix: Set default index to transaction entries by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/644
+* feat(server): Events tracking using Posthog by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/646
+
+## [0.19.13]
+
+* fix: Subscription middleware by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/624
+* fix: Getting the sheet columns in import sheet by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/641
+
+## [0.19.12]
+
+* fix: Typo one-click demo page by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/640
+
+## [0.19.11]
+
+* fix: Avoid running the cost job in import preview by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/635
+* fix: Debounce scheduling calculating items cost by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/634
+* fix: Expand the resources export page size limitation by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/636
+* feat: Optimize loading perf. by splitting big chunks and lazy loading them by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/632
+* fix: Use standard ISO 8601 format for exported data by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/638
+* fix: Add customer type to customers resource by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/639
+
+## [0.19.10]
+
+* fix: Add subscription plans offer text by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/629
+
+## [0.19.9]
+
+* fix: Make webapp package env variables dynamic by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/628
+
+## [v0.19.8]
+
+* fix: Cannot import items income and cost accounts by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/617
+* fix: Some bank account details hidden by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/618
+* feat(ee): One-click demo account by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/616
+* feat: change banking service language by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/619
+* feat(banking): Filter uncategorized bank transactions by date by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/590
+* Fix: Syntax error caused error by @wolone in https://github.com/bigcapitalhq/bigcapital/pull/622
+* fix: Listen to payment webhooks by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/623
+* fix: Add prefix J-00001 to manual journals increments by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/625
+* fix: Disable sms service until Twilo integration by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/626
+* fix: Style tweaks in onboarding page by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/627
+
+## [0.19.5] - 18-08-2024
 
 * fix: Allow multi-lines to statements transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/594
 * feat: Add amount comparators to amount bank rule field by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/595
@@ -23,6 +198,15 @@ All notable changes to Bigcapital server-side will be in this file.
 * fix: Delete bank account with uncategorized transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/614
 * feat: activate/inactivate account from drawer details by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/615
 
+## [v0.19.4]
+
+* feat: Import and export tax rates by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/591
+* feat: Un-categorize bank transactions in bulk by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/587
+* feat: Pending bank transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/589
+* fix: Update `dev` Script in `package.json` to Use `cross-env` by @Champetaman in https://github.com/bigcapitalhq/bigcapital/pull/588
+* fix: Should not load branches on reconcile matching form if the branches not enabled by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/592
+* fix: Rounding the total amount the pending and matched transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/593
+
 ## [v0.18.0] - 10-08-2024
 
 * feat: Bank rules for automated categorization by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/511

README.md

@@ -12,6 +12,9 @@
     <a href="https://github.com/bigcapitalhq/bigcapital/commits/develop">
       <img src="https://img.shields.io/github/commit-activity/m/bigcapitalhq/bigcapital/develop" />
     </a>
+    <a href="https://hub.docker.com/u/bigcapitalhq">
+      <img src="https://img.shields.io/docker/pulls/bigcapitalhq/webapp" />
+    </a>
     <a href="https://discord.com/invite/c8nPBJafeb">
       <img src="https://img.shields.io/discord/1066514716752625725?label=Discord" alt="" />
     </a>
@@ -130,6 +133,7 @@ Thanks goes to these wonderful people ([emoji key](https://allcontributors.org/d
       <td align="center" valign="top" width="14.28%"><a href="https://github.com/oleynikd"><img src="https://avatars.githubusercontent.com/u/3976868?v=4?s=100" width="100px;" alt="Denis"/><br /><sub><b>Denis</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Aoleynikd" title="Bug reports">🐛</a></td>
       <td align="center" valign="top" width="14.28%"><a href="https://myself.vercel.app/"><img src="https://avatars.githubusercontent.com/u/42431274?v=4?s=100" width="100px;" alt="Sachin Mittal"/><br /><sub><b>Sachin Mittal</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Amittalsam98" title="Bug reports">🐛</a></td>
       <td align="center" valign="top" width="14.28%"><a href="https://www.camilooviedo.com/"><img src="https://avatars.githubusercontent.com/u/64604272?v=4?s=100" width="100px;" alt="Camilo Oviedo"/><br /><sub><b>Camilo Oviedo</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=Champetaman" title="Code">💻</a></td>
+      <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>
     </tr>
   </tbody>
 </table>

lerna.json

@@ -3,6 +3,7 @@
   "version": "independent",
   "npmClient": "pnpm",
   "packages": [
-    "packages/*"
+    "packages/*",
+    "shared/*"
   ]
 }

package.json

@@ -4,11 +4,11 @@
   "scripts": {
     "dev": "lerna run dev",
     "build": "lerna run build",
-    "dev:webapp": "lerna run dev --scope \"@bigcapital/webapp\"",
-    "build:webapp": "lerna run build --scope \"@bigcapital/webapp\"",
-    "dev:server": "lerna run dev --scope \"@bigcapital/server\"",
-    "build:server": "lerna run build --scope \"@bigcapital/server\"",
-    "serve:server": "lerna run serve --scope \"@bigcapital/server\"",
+    "dev:webapp": "lerna run dev --scope \"@bigcapital/webapp\" --scope \"@bigcapital/utils\" --scope \"@bigcapital/pdf-templates\"",
+    "build:webapp": "lerna run build --scope \"@bigcapital/webapp\" --scope \"@bigcapital/utils\" --scope \"@bigcapital/pdf-templates\"",
+    "dev:server": "lerna run dev --scope \"@bigcapital/server\" --scope \"@bigcapital/utils\" --scope \"@bigcapital/pdf-templates\" --scope \"@bigcapital/email-components\"",
+    "build:server": "lerna run build --scope \"@bigcapital/server\" --scope \"@bigcapital/utils\" --scope \"@bigcapital/pdf-templates\" --scope \"@bigcapital/email-components\"",
+    "serve:server": "lerna run serve --scope \"@bigcapital/server\" --scope \"@bigcapital/utils\"",
     "test:e2e": "playwright test",
     "prepare": "husky install"
   },
@@ -29,5 +29,8 @@
     "hooks": {
       "commit-msg": "commitlint -E HUSKY_GIT_PARAMS"
     }
+  },
+  "dependencies": {
+    "tsup": "^8.3.0"
   }
 }

packages/server/.gitignore

@@ -4,5 +4,5 @@ stdout.log
 /dist
 /build
 /public/imports
-
-dist
+dist
+newrelic_agent.log

packages/server/Dockerfile

@@ -90,11 +90,7 @@ RUN chown node:node /
 RUN npm install -g pnpm
 
 # Copy application dependency manifests to the container image.
-COPY ./package*.json ./
-COPY ./pnpm-lock.yaml ./pnpm-lock.yaml
-COPY ./lerna.json ./lerna.json
-COPY ./pnpm-workspace.yaml ./pnpm-workspace.yaml
-COPY ./packages/server/package*.json ./packages/server/
+COPY --chown=node:node ./ ./
 
 # Install application dependencies
 RUN apk update
@@ -109,6 +105,6 @@ RUN pnpm install
 COPY --chown=node:node ./packages/server ./packages/server
 
 # # Creates a "dist" folder with the production build
-RUN npm run build:server --skip-nx-cache
+RUN pnpm run build:server --skip-nx-cache
 
 CMD [ "node", "./packages/server/build/index.js" ]

packages/server/package.json

@@ -20,6 +20,9 @@
     "bigcapital": "./bin/bigcapital.js"
   },
   "dependencies": {
+    "@bigcapital/utils": "*",
+    "@bigcapital/email-components": "*",
+    "@bigcapital/pdf-templates": "*",
     "@aws-sdk/client-s3": "^3.576.0",
     "@aws-sdk/s3-request-presigner": "^3.583.0",
     "@casl/ability": "^5.4.3",
@@ -109,11 +112,13 @@
     "rtl-detect": "^1.0.4",
     "socket.io": "^4.7.4",
     "source-map-loader": "^4.0.1",
+    "stripe": "^16.10.0",
     "tmp-promise": "^3.0.3",
     "ts-transformer-keys": "^0.4.2",
     "tsyringe": "^4.3.0",
     "typedi": "^0.8.0",
     "uniqid": "^5.2.0",
+    "uuid": "^10.0.0",
     "winston": "^3.2.1",
     "xlsx": "^0.18.5",
     "yup": "^0.28.1"

packages/server/resources/scss/base.css

@@ -0,0 +1,40 @@
+@import url('https://fonts.googleapis.com/css2?family=Noto+Sans:ital,wght@0,100..900;1,100..900&display=swap');
+
+*,
+*::before,
+*::after {
+  box-sizing: border-box;
+}
+
+th {
+  text-align: inherit;
+  text-align: -webkit-match-parent;
+}
+
+thead,
+tbody,
+tfoot,
+tr,
+td,
+th {
+  border-color: inherit;
+  border-style: solid;
+  border-width: 0;
+}
+
+body{
+  margin: 0;
+  font-size: 1rem;
+  font-weight: 400;
+  line-height: 1.5;
+  color: #000;
+  background-color: #fff;
+  -webkit-text-size-adjust: 100%;
+  -webkit-tap-highlight-color: transparent;
+}
+
+body, h1, h2, h3, h4, h5, h6{
+  font-family: "Noto Sans", sans-serif;
+  font-optical-sizing: auto;
+  font-style: normal;
+}

packages/server/resources/scss/base.scss

@@ -1,35 +1 @@
 @import "./normalize.scss";
-
-*,
-*::before,
-*::after {
-  box-sizing: border-box;
-}
-
-th {
-    text-align: inherit; // 2
-    text-align: -webkit-match-parent; // 3
-}
-
-thead,
-tbody,
-tfoot,
-tr,
-td,
-th {
-    border-color: inherit;
-    border-style: solid;
-    border-width: 0;
-}
-
-body{
-  margin: 0;
-  font-size: 1rem;
-  font-weight: 400;
-  line-height: 1.5;
-  color: #212529;
-  background-color: #fff;
-  direction: ltr;
-  -webkit-text-size-adjust: 100%;
-  -webkit-tap-highlight-color: transparent;
-}

packages/server/resources/scss/normalize.css

@@ -0,0 +1,379 @@
+/*! normalize.css v8.0.1 | MIT License | github.com/necolas/normalize.css */
+
+/* Document
+   ========================================================================== */
+
+/**
+ * 1. Correct the line height in all browsers.
+ * 2. Prevent adjustments of font size after orientation changes in iOS.
+ */
+
+ html {
+  line-height: 1.15;
+  /* 1 */
+  -webkit-text-size-adjust: 100%;
+  /* 2 */
+}
+
+/* Sections
+     ========================================================================== */
+
+/**
+   * Remove the margin in all browsers.
+   */
+
+body {
+  margin: 0;
+}
+
+/**
+   * Render the `main` element consistently in IE.
+   */
+
+main {
+  display: block;
+}
+
+/**
+   * Correct the font size and margin on `h1` elements within `section` and
+   * `article` contexts in Chrome, Firefox, and Safari.
+   */
+
+h1 {
+  font-size: 2em;
+  margin: 0.67em 0;
+}
+
+/* Grouping content
+     ========================================================================== */
+
+/**
+   * 1. Add the correct box sizing in Firefox.
+   * 2. Show the overflow in Edge and IE.
+   */
+
+hr {
+  box-sizing: content-box;
+  /* 1 */
+  height: 0;
+  /* 1 */
+  overflow: visible;
+  /* 2 */
+}
+
+/**
+   * 1. Correct the inheritance and scaling of font size in all browsers.
+   * 2. Correct the odd `em` font sizing in all browsers.
+   */
+
+pre {
+  font-family: monospace, monospace;
+  /* 1 */
+  font-size: 1em;
+  /* 2 */
+}
+
+/* Text-level semantics
+     ========================================================================== */
+
+/**
+   * Remove the gray background on active links in IE 10.
+   */
+
+a {
+  background-color: transparent;
+}
+
+/**
+   * 1. Remove the bottom border in Chrome 57-
+   * 2. Add the correct text decoration in Chrome, Edge, IE, Opera, and Safari.
+   */
+
+abbr[title] {
+  border-bottom: none;
+  /* 1 */
+  text-decoration: underline;
+  /* 2 */
+  text-decoration: underline dotted;
+  /* 2 */
+}
+
+/**
+   * Add the correct font weight in Chrome, Edge, and Safari.
+   */
+
+b,
+strong {
+  font-weight: bolder;
+}
+
+/**
+   * 1. Correct the inheritance and scaling of font size in all browsers.
+   * 2. Correct the odd `em` font sizing in all browsers.
+   */
+
+code,
+kbd,
+samp {
+  font-family: monospace, monospace;
+  /* 1 */
+  font-size: 1em;
+  /* 2 */
+}
+
+/**
+   * Add the correct font size in all browsers.
+   */
+
+small {
+  font-size: 80%;
+}
+
+/**
+   * Prevent `sub` and `sup` elements from affecting the line height in
+   * all browsers.
+   */
+
+sub,
+sup {
+  font-size: 75%;
+  line-height: 0;
+  position: relative;
+  vertical-align: baseline;
+}
+
+sub {
+  bottom: -0.25em;
+}
+
+sup {
+  top: -0.5em;
+}
+
+/* Embedded content
+     ========================================================================== */
+
+/**
+   * Remove the border on images inside links in IE 10.
+   */
+
+img {
+  border-style: none;
+}
+
+/* Forms
+     ========================================================================== */
+
+/**
+   * 1. Change the font styles in all browsers.
+   * 2. Remove the margin in Firefox and Safari.
+   */
+
+button,
+input,
+optgroup,
+select,
+textarea {
+  font-family: inherit;
+  /* 1 */
+  font-size: 100%;
+  /* 1 */
+  line-height: 1.15;
+  /* 1 */
+  margin: 0;
+  /* 2 */
+}
+
+/**
+   * Show the overflow in IE.
+   * 1. Show the overflow in Edge.
+   */
+
+button,
+input {
+  /* 1 */
+  overflow: visible;
+}
+
+/**
+   * Remove the inheritance of text transform in Edge, Firefox, and IE.
+   * 1. Remove the inheritance of text transform in Firefox.
+   */
+
+button,
+select {
+  /* 1 */
+  text-transform: none;
+}
+
+/**
+   * Correct the inability to style clickable types in iOS and Safari.
+   */
+
+button,
+[type="button"],
+[type="reset"],
+[type="submit"] {
+  -webkit-appearance: button;
+}
+
+/**
+   * Remove the inner border and padding in Firefox.
+   */
+
+button::-moz-focus-inner,
+[type="button"]::-moz-focus-inner,
+[type="reset"]::-moz-focus-inner,
+[type="submit"]::-moz-focus-inner {
+  border-style: none;
+  padding: 0;
+}
+
+/**
+   * Restore the focus styles unset by the previous rule.
+   */
+
+button:-moz-focusring,
+[type="button"]:-moz-focusring,
+[type="reset"]:-moz-focusring,
+[type="submit"]:-moz-focusring {
+  outline: 1px dotted ButtonText;
+}
+
+/**
+   * Correct the padding in Firefox.
+   */
+
+fieldset {
+  padding: 0.35em 0.75em 0.625em;
+}
+
+/**
+   * 1. Correct the text wrapping in Edge and IE.
+   * 2. Correct the color inheritance from `fieldset` elements in IE.
+   * 3. Remove the padding so developers are not caught out when they zero out
+   *    `fieldset` elements in all browsers.
+   */
+
+legend {
+  box-sizing: border-box;
+  /* 1 */
+  color: inherit;
+  /* 2 */
+  display: table;
+  /* 1 */
+  max-width: 100%;
+  /* 1 */
+  padding: 0;
+  /* 3 */
+  white-space: normal;
+  /* 1 */
+}
+
+/**
+   * Add the correct vertical alignment in Chrome, Firefox, and Opera.
+   */
+
+progress {
+  vertical-align: baseline;
+}
+
+/**
+   * Remove the default vertical scrollbar in IE 10+.
+   */
+
+textarea {
+  overflow: auto;
+}
+
+/**
+   * 1. Add the correct box sizing in IE 10.
+   * 2. Remove the padding in IE 10.
+   */
+
+[type="checkbox"],
+[type="radio"] {
+  box-sizing: border-box;
+  /* 1 */
+  padding: 0;
+  /* 2 */
+}
+
+/**
+   * Correct the cursor style of increment and decrement buttons in Chrome.
+   */
+
+[type="number"]::-webkit-inner-spin-button,
+[type="number"]::-webkit-outer-spin-button {
+  height: auto;
+}
+
+/**
+   * 1. Correct the odd appearance in Chrome and Safari.
+   * 2. Correct the outline style in Safari.
+   */
+
+[type="search"] {
+  -webkit-appearance: textfield;
+  /* 1 */
+  outline-offset: -2px;
+  /* 2 */
+}
+
+/**
+   * Remove the inner padding in Chrome and Safari on macOS.
+   */
+
+[type="search"]::-webkit-search-decoration {
+  -webkit-appearance: none;
+}
+
+/**
+   * 1. Correct the inability to style clickable types in iOS and Safari.
+   * 2. Change font properties to `inherit` in Safari.
+   */
+
+::-webkit-file-upload-button {
+  -webkit-appearance: button;
+  /* 1 */
+  font: inherit;
+  /* 2 */
+}
+
+/* Interactive
+     ========================================================================== */
+
+/*
+   * Add the correct display in Edge, IE 10+, and Firefox.
+   */
+
+details {
+  display: block;
+}
+
+/*
+   * Add the correct display in all browsers.
+   */
+
+summary {
+  display: list-item;
+}
+
+/* Misc
+     ========================================================================== */
+
+/**
+   * Add the correct display in IE 10+.
+   */
+
+template {
+  display: none;
+}
+
+/**
+   * Add the correct display in IE 10.
+   */
+
+[hidden] {
+  display: none;
+}

packages/server/resources/views/PaperTemplateLayout.pug

@@ -1,6 +1,9 @@
 html(lang=locale)
   head
     title My Site - #{title}
+    style
+      include ../scss/normalize.css
+      include ../scss/base.css
     block head
   body
     div.paper-template

packages/server/resources/views/modules/credit-note-standard.pug

@@ -1,81 +1,227 @@
 extends ../PaperTemplateLayout.pug
 
 block head 
-  style
-    if (isRtl)
-      include ../../css/modules/credit-rtl.css
-    else
-      include ../../css/modules/credit.css
+  - var prefix = 'bc'
+  style.
+    .#{prefix}-root {
+      color: #111;
+      padding: 24px 30px;
+      font-size: 12px;
+      position: relative;
+      box-shadow: inset 0 4px 0px 0 var(--invoice-primary-color);
+    }
+    .#{prefix}-header{
+      box-sizing: border-box;
+      display: flex;
+      flex-flow: wrap;
+      flex: 0 0 auto;
+      -webkit-box-align: start;
+      align-items: start;
+      -webkit-box-pack: start;
+      justify-content: flex-start;
+      gap: 10px;
+    }
+    .#{prefix}-header-details{
+      flex: 1;
+      display: flex;
+      flex-direction: column;
+      align-items: stretch;
+      gap: 20px;
+      flex: 1 1 0%;
+    }
+    .#{prefix}-big-title {
+      font-size: 30px;
+      margin: 0;
+      line-height: 1;
+      font-weight: 500;
+      color: #333;
+    }
+    .#{prefix}-logo-wrap img {
+      width: 100%;
+      height: 100%;
+      max-width: 260px;
+      max-height: 100px;
+    }
+    .#{prefix}-terms-list {
+      display: flex;
+      flex-direction: column;
+      gap: 4px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-terms-item {
+      display: flex;
+      flex-direction: row;
+      gap: 12px;
+    }
+    .#{prefix}-terms-item__label {
+      min-width: 120px;
+      color: #333;
+    }
+    .#{prefix}-terms-item__value {
+      /* Styles for the term value */
+    }
+    .#{prefix}-address-section{
+      box-sizing: border-box;
+      display: flex;
+      flex-flow: wrap;
+      -webkit-box-align: flex-start;
+      align-items: flex-start;
+      -webkit-box-pack: start;
+      justify-content: flex-start;
+      gap: 10px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-address-section > * {
+      flex: 1 1;
+    }
+    .#{prefix}-table {
+      width: 100%;
+      border-collapse: collapse;
+      text-align: left;
+      font-size: inherit;
+    }
+    .#{prefix}-table__header {
+      font-weight: 400;
+      border-bottom: 1px solid #000;
+      padding: 2px 10px;
+      color: #333;
+    }
+    .#{prefix}-table__header:first-of-type{
+      padding-left: 0;
+    }
+    .#{prefix}-table__header:last-of-type{
+      padding-right: 0;
+    }
+    .#{prefix}-table__header--right {
+      text-align: right;
+    }
+    .#{prefix}-table__cell {
+      border-bottom: 1px solid #F6F6F6;
+      padding: 12px 10px;
+    }
+    .#{prefix}-table__cell:first-of-type{
+      padding-left: 0;
+    }
+    .#{prefix}-table__cell:last-of-type {
+      padding-right: 0;
+    }
+    .#{prefix}-table__cell--right {
+      text-align: right;
+    }
+    .#{prefix}-table__cell--item .item {
+      display: flex;
+      flex-direction: column;
+      gap: 2px;
+    }
+    .#{prefix}-table__cell--item .item .item__description{
+      color: #5f6b7c;
+    }
+    .#{prefix}-totals {
+      display: flex;
+      flex-direction: column;
+      margin-left: auto;
+      width: 300px;
+      margin-bottom: 24px;
+    }
+    .#{prefix}-totals__item {
+      display: flex;
+      padding: 4px 0;
+    }
+    .#{prefix}-totals__item--border-gray {
+      border-bottom: 1px solid #DADADA;
+    }
+    .#{prefix}-totals__item--border-dark {
+      border-bottom: 1px solid #000;
+    }
+    .#{prefix}-totals__item--font-weight-bold {
+      font-weight: bold;
+    }
+    .#{prefix}-totals__item-label {
+      min-width: 160px;
+    }
+    .#{prefix}-totals__item-amount {
+      flex: 1 1 auto;
+      text-align: right;
+    }
+    .#{prefix}-statement {
+      margin-bottom: 20px;
+    }
+    .#{prefix}-statement__label {
+      color: #666;
+    }
+    .#{prefix}-statement__value {
+      white-space: pre-line;
+    }
 
 block content
- div.credit
-  div.credit__header
-    div.paper
-      h1.title #{__('credit.paper.credit_note')}
-      if creditNote.creditNoteNumber
-       span.creditNoteNumber #{creditNote.creditNoteNumber}
+ div(class=`${prefix}-root`)
+  
+  //- Header (includes big title, details and logo)
+  div(class=`${prefix}-header`)
+    //- Header details (includes big title and details)
+    div(class=`${prefix}-header-details`)
+      div(class=`${prefix}-big-title`) Credit Note
 
-    div.organization
-      h3.title #{organizationName}
-      if organizationEmail
-       span.email #{organizationEmail}
+      div(class=`${prefix}-terms-list`)
+        if showCreditNoteNumber
+          div(class=`${prefix}-terms-item`)
+            div(class=`${prefix}-terms-item__label`) #{creditNoteNumberLabel}:
+            div(class=`${prefix}-terms-item__value`) #{creditNoteNumebr}
 
-  div.credit__full-amount
-    div.label #{__('credit.paper.amount')}
-    div.amount #{creditNote.formattedAmount}
+        if showCreditNoteDate
+          div(class=`${prefix}-terms-item`)
+            div(class=`${prefix}-terms-item__label`) #{creditNoteDateLabel}:
+            div(class=`${prefix}-terms-item__value`) #{creditNoteDate}
 
-  div.credit__meta
-   div.credit__meta-item.credit__meta-item--amount
-    span.label #{__('credit.paper.remaining')}
-    span.value #{creditNote.formattedCreditsRemaining}
+    if showCompanyLogo && companyLogoUri
+      div(class=`${prefix}-logo-wrap`)
+        img(src=companyLogoUri alt=`Company Logo`)
 
-   div.credit__meta-item.credit__meta-item--billed-to
-    span.label #{__("credit.paper.billed_to")}
-    span.value #{creditNote.customer.displayName}
+  div(class=`${prefix}-address-section`)
+    if showCompanyAddress
+      div(class=`${prefix}-address-from`)
+        div !{companyAddress}
 
-   div.credit__meta-item.credit__meta-item--credit-date
-    span.label #{__("credit.paper.credit_date")}
-    span.value #{creditNote.formattedCreditNoteDate}
+    if showCustomerAddress
+      div(class=`${prefix}-address-to`)
+        strong #{billedToLabel}
+        div !{customerAddress}
 
-  div.credit__table
-   table 
-    thead 
-     tr
-       th.item #{__("item_entry.paper.item_name")}
-       th.rate #{__("item_entry.paper.rate")}
-       th.quantity #{__("item_entry.paper.quantity")}
-       th.total #{__("item_entry.paper.total")}
+  table(class=`${prefix}-table`)
+    thead
+      tr
+        th(class=`${prefix}-table__header ${prefix}-table__header--item`) #{'Item'}
+        th(class=`${prefix}-table__header ${prefix}-table__header--quantity ${prefix}-table__header--right`) #{'Quantity'}
+        th(class=`${prefix}-table__header ${prefix}-table__header--rate ${prefix}-table__header--right`) #{'Rate'}
+        th(class=`${prefix}-table__header ${prefix}-table__header--total ${prefix}-table__header--right`) #{'Total'}
     tbody
-      each entry in creditNote.entries
-       tr
-        td.item
-         div.title=entry.item.name
-         span.description=entry.description
-        td.rate=entry.rate
-        td.quantity=entry.quantity
-        td.total=entry.amount
+      each line in lines
+        tr(class=`${prefix}-table__row`)
+          td(class=`${prefix}-table__cell ${prefix}-table__cell--item ${prefix}-table__cell--item`) 
+            div.item
+              div.item__label #{line.item}
+              div.item__description #{line.description}
+          td(class=`${prefix}-table__cell ${prefix}-table__cell--quantity ${prefix}-table__cell--right`) #{line.quantity}
+          td(class=`${prefix}-table__cell ${prefix}-table__cell--rate ${prefix}-table__cell--right`) #{line.rate}
+          td(class=`${prefix}-table__cell ${prefix}-table__cell--total ${prefix}-table__cell--right`) #{line.total}
 
-  div.credit__table-after
-    div.credit__table-total
-      table 
-        tbody
-          tr.total
-            td #{__('credit.paper.total')}
-            td #{creditNote.formattedAmount}
-          tr.payment-amount
-            td #{__('credit.paper.credits_used')}
-            td #{creditNote.formattedCreditsUsed}
-          tr.blanace-due
-            td #{__('credit.paper.credits_remaining')}
-            td #{creditNote.formattedCreditsRemaining}
+  div(class=`${prefix}-totals`)
+    if showSubtotal
+      div(class=`${prefix}-totals__item ${prefix}-totals__item--border-gray`)
+        div(class=`${prefix}-totals__item-label`) #{subtotallabel}
+        div(class=`${prefix}-totals__item-amount`) #{subtotal}
 
-  div.credit__footer        
-    if creditNote.termsConditions
-     div.credit__conditions
-      h3 #{__("credit.paper.terms_conditions")}
-      p #{creditNote.termsConditions}
+    if showTotal
+      div(class=`${prefix}-totals__item ${prefix}-totals__item--border-dark`)
+        div(class=`${prefix}-totals__item-amount`) #{totalLabel}:
+        div(class=`${prefix}-totals__item-label`) #{total}
 
-    if creditNote.note
-     div.credit__notes
-      h3 #{__("credit.paper.notes")}
-      p #{creditNote.note}
+  if showCustomerNote && customerNote
+    div(class=`${prefix}-statement`)
+      div(class=`${prefix}-statement__label`) #{customerNoteLabel}:
+      div(class=`${prefix}-statement__value`) #{customerNote}
+
+  if showTermsConditions && termsConditions
+    div(class=`${prefix}-statement`)
+      div(class=`${prefix}-statement__label`) #{termsConditionsLabel}:
+      div(class=`${prefix}-statement__value`) #{termsConditions}

packages/server/resources/views/modules/estimate-regular.pug

@@ -1,82 +0,0 @@
-extends ../PaperTemplateLayout.pug
-
-block head 
-  style
-    if (isRtl)
-      include ../../css/modules/estimate-rtl.css
-    else
-      include ../../css/modules/estimate.css
-
-block content 
- div.estimate
-  div.estimate__header
-    div.paper
-      h1.title #{__("estimate.paper.estimate")}
-      span.email #{saleEstimate.estimateNumber}
-
-    div.organization 
-      h3.title #{organizationName}
-      if organizationEmail
-       span.email #{organizationEmail}
-
-  div.estimate__estimate-amount
-    div.label #{__('estimate.paper.estimate_amount')}
-    div.amount #{saleEstimate.formattedAmount}
-
-  div.estimate__meta
-    if saleEstimate.estimateNumber
-      div.estimate__meta-item.estimate__meta-item--estimate-number
-        span.label #{__("estimate.paper.estimate_number")}
-        span.value #{saleEstimate.estimateNumber}
-
-    div.estimate__meta-item.estimate__meta-item--billed-to
-      span.label #{__("estimate.paper.billed_to")}
-      span.value #{saleEstimate.customer.displayName}
-
-    div.estimate__meta-item.estimate__meta-item--estimate-date
-      span.label #{__("estimate.paper.estimate_date")}
-      span.value #{saleEstimate.formattedEstimateDate}
-
-    div.estimate__meta-item.estimate__meta-item--due-date
-      span.label #{__("estimate.paper.expiration_date")}
-      span.value #{saleEstimate.formattedExpirationDate}
-
-  div.estimate__table
-   table 
-     thead 
-      tr
-        th.item #{__("item_entry.paper.item_name")}
-        th.rate #{__("item_entry.paper.rate")}
-        th.quantity #{__("item_entry.paper.quantity")}
-        th.total #{__("item_entry.paper.total")}
-      tbody
-        each entry in saleEstimate.entries
-         tr
-           td.item
-            div.title=entry.item.name
-            span.description=entry.description
-           td.rate=entry.rate
-           td.quantity=entry.quantity
-           td.total=entry.amount
-
-  div.estimate__table-after
-    div.estimate__table-total 
-      table
-        tbody
-          tr.subtotal 
-            td #{__('estimate.paper.subtotal')}
-            td #{saleEstimate.formattedAmount}
-          tr.total 
-            td #{__('estimate.paper.total')}
-            td #{saleEstimate.formattedAmount}
-
-  div.estimate__footer
-    if saleEstimate.termsConditions
-      div.estimate__conditions
-        h3 #{__("estimate.paper.conditions_title")}
-        p #{saleEstimate.termsConditions}
-
-    if saleEstimate.note
-      div.estimate__notes
-        h3 #{__("estimate.paper.notes_title")}
-        p #{saleEstimate.note}

packages/server/resources/views/modules/invoice-regular.pug

@@ -1,92 +0,0 @@
-extends ../PaperTemplateLayout.pug
-
-block head
-  style
-    if (isRtl)
-      include ../../css/modules/invoice-rtl.css
-    else
-      include ../../css/modules/invoice.css
-
-block content 
- div.invoice
-  div.invoice__header
-    div.paper
-      h1.title #{__("invoice.paper.invoice")}
-      if saleInvoice.invoiceNo
-       span.invoiceNo #{saleInvoice.invoiceNo}
-
-    div.organization
-      h3.title #{organizationName}
-      if organizationEmail
-       span.email #{organizationEmail}
-
-  div.invoice__due-amount
-    div.label #{__('invoice.paper.invoice_amount')}
-    div.amount #{saleInvoice.totalFormatted}
-
-  div.invoice__meta
-   div.invoice__meta-item.invoice__meta-item--amount
-    span.label #{__('invoice.paper.due_amount')}
-    span.value #{saleInvoice.dueAmountFormatted}
-
-   div.invoice__meta-item.invoice__meta-item--billed-to
-    span.label #{__("invoice.paper.billed_to")}
-    span.value #{saleInvoice.customer.displayName}
-
-   div.invoice__meta-item.invoice__meta-item--invoice-date
-    span.label #{__("invoice.paper.invoice_date")}
-    span.value #{saleInvoice.invoiceDateFormatted}
-
-   div.invoice__meta-item.invoice__meta-item--due-date
-    span.label #{__("invoice.paper.due_date")}
-    span.value #{saleInvoice.dueDateFormatted}
-
-  div.invoice__table
-   table 
-    thead 
-     tr
-       th.item #{__("item_entry.paper.item_name")}
-       th.rate #{__("item_entry.paper.rate")}
-       th.quantity #{__("item_entry.paper.quantity")}
-       th.total #{__("item_entry.paper.total")}
-    tbody
-      each entry in saleInvoice.entries
-       tr
-        td.item
-         div.title=entry.item.name
-         span.description=entry.description
-        td.rate=entry.rate
-        td.quantity=entry.quantity
-        td.total=entry.amount
-
-  div.invoice__table-after
-    div.invoice__table-total
-      table 
-        tbody
-          tr.subtotal
-            td #{__('invoice.paper.subtotal')}
-            td #{saleInvoice.subtotalFormatted}
-          each tax in saleInvoice.taxes
-            tr.tax_line 
-              td #{tax.name} [#{tax.taxRate}%]
-              td #{tax.taxRateAmountFormatted}
-          tr.total
-            td #{__('invoice.paper.total')}
-            td #{saleInvoice.totalFormatted}
-          tr.payment-amount
-            td #{__('invoice.paper.payment_amount')}
-            td #{saleInvoice.paymentAmountFormatted}
-          tr.blanace-due
-            td #{__('invoice.paper.balance_due')}
-            td #{saleInvoice.dueAmountFormatted}
-
-  div.invoice__footer        
-    if saleInvoice.termsConditions
-     div.invoice__conditions
-      h3 #{__("invoice.paper.conditions_title")}
-      p #{saleInvoice.termsConditions}
-
-    if saleInvoice.invoiceMessage
-     div.invoice__notes
-      h3 #{__("invoice.paper.notes_title")}
-      p #{saleInvoice.invoiceMessage}

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

@@ -1,67 +0,0 @@
-extends ../PaperTemplateLayout.pug
-
-block head
-  style
-    if (isRtl)
-      include ../../css/modules/payment-rtl.css
-    else
-      include ../../css/modules/payment.css
-
-block content
- div.payment
-  div.payment__header
-    div.paper
-      h1.title #{__("payment.paper.payment_receipt")}
-      if paymentReceive.paymentReceiveNo
-       span.paymentNumber #{paymentReceive.paymentReceiveNo}
-
-    div.organization
-      h3.title #{organizationName}
-      if organizationEmail
-       span.email #{organizationEmail}
-
-  div.payment__received-amount
-    div.label #{__('payment.paper.amount_received')}
-    div.amount #{paymentReceive.formattedAmount}
-
-  div.payment__meta
-   div.payment__meta-item.payment__meta-item--billed-to
-    span.label #{__("payment.paper.billed_to")}
-    span.value #{paymentReceive.customer.displayName}
-
-   div.payment__meta-item.payment__meta-item--payment-date
-    span.label #{__("payment.paper.payment_date")}
-    span.value #{paymentReceive.formattedPaymentDate}
-
-  div.payment__table
-   table 
-    thead 
-     tr
-       th.item #{__("payment.paper.invoice_number")}
-       th.date #{__("payment.paper.invoice_date")}
-       th.invoiceAmount #{__("payment.paper.invoice_amount")}
-       th.paymentAmount #{__("payment.paper.payment_amount")}
-    tbody
-      each entry in paymentReceive.entries
-       tr
-        td.item=entry.invoice.invoiceNo
-        td.date=entry.invoice.invoiceDateFormatted
-        td.invoiceAmount=entry.invoice.totalFormatted
-        td.paymentAmount=entry.invoice.paymentAmountFormatted
-
-  div.payment__table-after
-    div.payment__table-total
-      table
-        tbody
-          tr.payment-amount
-            td #{__('payment.paper.payment_amount')}
-            td #{paymentReceive.formattedAmount}
-          tr.blanace-due
-            td #{__('payment.paper.balance_due')}
-            td #{paymentReceive.customer.closingBalance}
-
-  div.payment__footer
-    if paymentReceive.statement
-     div.payment__notes
-      h3 #{__("payment.paper.statement")}
-      p #{paymentReceive.statement}

packages/server/resources/views/modules/receipt-regular.pug

@@ -1,77 +0,0 @@
-extends ../PaperTemplateLayout.pug
-
-block head 
-  style
-    if (isRtl)
-      include ../../css/modules/receipt-rtl.css
-    else
-      include ../../css/modules/receipt.css
-
-block content 
- div.receipt
-  div.receipt__header
-    div.paper
-      h1.title #{__("receipt.paper.receipt")}
-      span.receiptNumber #{saleReceipt.receiptNumber}
-
-    div.organization
-      h3.title #{organizationName}
-
-  div.receipt__receipt-amount
-    div.label #{__('receipt.paper.receipt_amount')}
-    div.amount #{saleReceipt.formattedAmount}
-
-  div.receipt__meta
-   div.receipt__meta-item.receipt__meta-item--billed-to
-    span.label #{__("receipt.paper.billed_to")}
-    span.value #{saleReceipt.customer.displayName}
-
-   div.receipt__meta-item.receipt__meta-item--invoice-date
-    span.label #{__("receipt.paper.receipt_date")}
-    span.value #{saleReceipt.formattedReceiptDate}
-
-   if saleReceipt.receiptNumber
-    div.receipt__meta-item.receipt__meta-item--invoice-number
-     span.label #{__("receipt.paper.receipt_number")}
-     span.value #{saleReceipt.receiptNumber}
-
-  div.receipt__table
-   table 
-    thead 
-     tr
-      th.item #{__("item_entry.paper.item_name")}
-      th.rate #{__("item_entry.paper.rate")}
-      th.quantity #{__("item_entry.paper.quantity")}
-      th.total #{__("item_entry.paper.total")}
-     tbody
-      each entry in saleReceipt.entries
-       tr
-        td.item=entry.item.name
-        td.rate=entry.rate
-        td.quantity=entry.quantity
-        td.total=entry.amount
- 
-  div.receipt__table-after
-    div.receipt__table-total
-      table 
-        tbody
-          tr.total
-            td #{__('receipt.paper.total')}
-            td #{saleReceipt.formattedAmount}
-          tr.payment-amount
-            td #{__('receipt.paper.payment_amount')}
-            td #{saleReceipt.formattedAmount}
-          tr.blanace-due
-            td #{__('receipt.paper.balance_due')}
-            td #{'$0'}
-
-  div.receipt__footer
-    if saleReceipt.statement
-      div.receipt__conditions
-        h3 #{__("receipt.paper.statement")}
-        p #{saleReceipt.statement}
-
-    if saleReceipt.receiptMessage
-      div.receipt__notes
-        h3 #{__("receipt.paper.notes")}
-        p #{saleReceipt.receiptMessage}

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

@@ -18,7 +18,7 @@ import BaseController from '@/api/controllers/BaseController';
 @Service()
 export default class OrganizationController extends BaseController {
   @Inject()
-  organizationService: OrganizationService;
+  private organizationService: OrganizationService;
 
   /**
    * Router constructor.
@@ -56,10 +56,10 @@ export default class OrganizationController extends BaseController {
   }
 
   /**
-   * Organization setup schema.
-   * @return {ValidationChain[]}
+   * Build organization validation schema.
+   * @returns {ValidationChain[]}
    */
-  private get commonOrganizationValidationSchema(): ValidationChain[] {
+  private get buildOrganizationValidationSchema(): ValidationChain[] {
     return [
       check('name').exists().trim(),
       check('industry').optional({ nullable: true }).isString().trim(),
@@ -72,21 +72,34 @@ export default class OrganizationController extends BaseController {
     ];
   }
 
-  /**
-   * Build organization validation schema.
-   * @returns {ValidationChain[]}
-   */
-  private get buildOrganizationValidationSchema(): ValidationChain[] {
-    return [...this.commonOrganizationValidationSchema];
-  }
-
   /**
    * Update organization validation schema.
    * @returns {ValidationChain[]}
    */
   private get updateOrganizationValidationSchema(): ValidationChain[] {
     return [
-      ...this.commonOrganizationValidationSchema,
+      // # Profile
+      check('name').optional().trim(),
+      check('industry').optional({ nullable: true }).isString().trim(),
+      check('location').optional().isString().isISO31661Alpha2(),
+      check('base_currency').optional().isISO4217(),
+      check('timezone').optional().isIn(moment.tz.names()),
+      check('fiscal_year').optional().isIn(MONTHS),
+      check('language').optional().isString().isIn(ACCEPTED_LOCALES),
+      check('date_format').optional().isIn(DATE_FORMATS),
+
+      // # Address
+      check('address.address_1').optional().isString().trim(),
+      check('address.address_2').optional().isString().trim(),
+      check('address.postal_code').optional().isString().trim(),
+      check('address.city').optional().isString().trim(),
+      check('address.state_province').optional().isString().trim(),
+      check('address.phone').optional().isString().trim(),
+
+      // # Branding
+      check('primary_color').optional({ nullable: true }).isHexColor().trim(),
+      check('logo_key').optional({ nullable: true }).isString().trim(),
+
       check('tax_number').optional({ nullable: true }).isString().trim(),
     ];
   }
@@ -156,7 +169,7 @@ export default class OrganizationController extends BaseController {
     next: NextFunction
   ) {
     const { tenantId } = req;
-    const tenantDTO = this.matchedBodyData(req);
+    const tenantDTO = this.matchedBodyData(req, { includeOptionals: false });
 
     try {
       await this.organizationService.updateOrganization(tenantId, tenantDTO);

packages/server/src/api/controllers/PaymentServices/PaymentServicesController.ts

@@ -0,0 +1,179 @@
+import { Service, Inject } from 'typedi';
+import { Request, Response, Router, NextFunction } from 'express';
+import { body, param } from 'express-validator';
+import asyncMiddleware from '@/api/middleware/asyncMiddleware';
+import BaseController from '@/api/controllers/BaseController';
+import { PaymentServicesApplication } from '@/services/PaymentServices/PaymentServicesApplication';
+
+@Service()
+export class PaymentServicesController extends BaseController {
+  @Inject()
+  private paymentServicesApp: PaymentServicesApplication;
+
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.get(
+      '/',
+      asyncMiddleware(this.getPaymentServicesSpecificInvoice.bind(this))
+    );
+    router.get('/state', this.getPaymentMethodsState.bind(this));
+    router.get('/:paymentServiceId', this.getPaymentService.bind(this));
+    router.post(
+      '/:paymentMethodId',
+      [
+        param('paymentMethodId').exists(),
+
+        body('name').optional().isString(),
+        body('options.bank_account_id').optional().isNumeric(),
+        body('options.clearing_account_id').optional().isNumeric(),
+      ],
+      this.validationResult,
+      asyncMiddleware(this.updatePaymentMethod.bind(this))
+    );
+    router.delete(
+      '/:paymentMethodId',
+      [param('paymentMethodId').exists()],
+      this.validationResult,
+      this.deletePaymentMethod.bind(this)
+    );
+
+    return router;
+  }
+
+  /**
+   * Retrieve accounts types list.
+   * @param {Request} req - Request.
+   * @param {Response} res - Response.
+   * @return {Promise<Response | void>}
+   */
+  private async getPaymentServicesSpecificInvoice(
+    req: Request<{ invoiceId: number }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+
+    try {
+      const paymentServices =
+        await this.paymentServicesApp.getPaymentServicesForInvoice(tenantId);
+
+      return res.status(200).send({ paymentServices });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves a specific payment service.
+   * @param {Request} req - Request.
+   * @param {Response} res - Response.
+   * @param {NextFunction} next - Next function.
+   * @return {Promise<Response | void>}
+   */
+  private async getPaymentService(
+    req: Request<{ paymentServiceId: number }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { paymentServiceId } = req.params;
+
+    try {
+      const paymentService = await this.paymentServicesApp.getPaymentService(
+        tenantId,
+        paymentServiceId
+      );
+
+      return res.status(200).send({ data: paymentService });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Edits the given payment method settings.
+   * @param {Request} req - Request.
+   * @param {Response} res - Response.
+   * @return {Promise<Response | void>}
+   */
+  private async updatePaymentMethod(
+    req: Request<{ paymentMethodId: number }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { paymentMethodId } = req.params;
+    const updatePaymentMethodDTO = this.matchedBodyData(req);
+
+    try {
+      await this.paymentServicesApp.editPaymentMethod(
+        tenantId,
+        paymentMethodId,
+        updatePaymentMethodDTO
+      );
+      return res.status(200).send({
+        id: paymentMethodId,
+        message: 'The given payment method has been updated.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the payment state providing state.
+   * @param {Request} req - Request.
+   * @param {Response} res - Response.
+   * @param {NextFunction} next - Next function.
+   * @return {Promise<Response | void>}
+   */
+  private async getPaymentMethodsState(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+
+    try {
+      const paymentMethodsState =
+        await this.paymentServicesApp.getPaymentMethodsState(tenantId);
+
+      return res.status(200).send({ data: paymentMethodsState });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Deletes the given payment method.
+   * @param {Request<{ paymentMethodId: number }>} req - Request.
+   * @param {Response} res - Response.
+   * @param {NextFunction} next - Next function.
+   * @return {Promise<Response | void>}
+   */
+  private async deletePaymentMethod(
+    req: Request<{ paymentMethodId: number }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { paymentMethodId } = req.params;
+
+    try {
+      await this.paymentServicesApp.deletePaymentMethod(
+        tenantId,
+        paymentMethodId
+      );
+      return res.status(204).send({
+        id: paymentMethodId,
+        message: 'The payment method has been deleted.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+}

packages/server/src/api/controllers/PdfTemplates/PdfTemplatesController.ts

@@ -0,0 +1,195 @@
+import { Router, Request, Response, NextFunction } from 'express';
+import { check, param, query } from 'express-validator';
+import { Service, Inject } from 'typedi';
+import BaseController from '@/api/controllers/BaseController';
+import { PdfTemplateApplication } from '@/services/PdfTemplate/PdfTemplateApplication';
+
+@Service()
+export class PdfTemplatesController extends BaseController {
+  @Inject()
+  public pdfTemplateApplication: PdfTemplateApplication;
+
+  /**
+   * Router constructor method.
+   */
+  public router() {
+    const router = Router();
+
+    router.delete(
+      '/:template_id',
+      [param('template_id').exists().isInt().toInt()],
+      this.validationResult,
+      this.deletePdfTemplate.bind(this)
+    );
+    router.post(
+      '/:template_id',
+      [
+        param('template_id').exists().isInt().toInt(),
+        check('template_name').exists(),
+        check('attributes').exists(),
+      ],
+      this.validationResult,
+      this.editPdfTemplate.bind(this)
+    );
+    router.get('/state', this.getOrganizationBrandingState.bind(this));
+    router.get(
+      '/',
+      [query('resource').optional()],
+      this.validationResult,
+      this.getPdfTemplates.bind(this)
+    );
+    router.get(
+      '/:template_id',
+      [param('template_id').exists().isInt().toInt()],
+      this.validationResult,
+      this.getPdfTemplate.bind(this)
+    );
+    router.post(
+      '/',
+      [
+        check('template_name').exists(),
+        check('resource').exists(),
+        check('attributes').exists(),
+      ],
+      this.validationResult,
+      this.createPdfInvoiceTemplate.bind(this)
+    );
+    router.post(
+      '/:template_id/assign_default',
+      [param('template_id').exists().isInt().toInt()],
+      this.validationResult,
+      this.assginPdfTemplateAsDefault.bind(this)
+    );
+    return router;
+  }
+
+  async createPdfInvoiceTemplate(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { templateName, resource, attributes } = this.matchedBodyData(req);
+
+    try {
+      const result = await this.pdfTemplateApplication.createPdfTemplate(
+        tenantId,
+        templateName,
+        resource,
+        attributes
+      );
+      return res.status(201).send({
+        id: result.id,
+        message: 'The PDF template has been created successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  async editPdfTemplate(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const { template_id: templateId } = req.params;
+    const editTemplateDTO = this.matchedBodyData(req);
+
+    try {
+      const result = await this.pdfTemplateApplication.editPdfTemplate(
+        tenantId,
+        Number(templateId),
+        editTemplateDTO
+      );
+      return res.status(200).send({
+        id: result.id,
+        message: 'The PDF template has been updated successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  async deletePdfTemplate(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const { template_id: templateId } = req.params;
+
+    try {
+      await this.pdfTemplateApplication.deletePdfTemplate(
+        tenantId,
+        Number(templateId)
+      );
+      return res.status(204).send({
+        id: templateId,
+        message: 'The PDF template has been deleted successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  async getPdfTemplate(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const { template_id: templateId } = req.params;
+
+    try {
+      const template = await this.pdfTemplateApplication.getPdfTemplate(
+        tenantId,
+        Number(templateId)
+      );
+      return res.status(200).send(template);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  async getPdfTemplates(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const query = this.matchedQueryData(req);
+
+    try {
+      const templates = await this.pdfTemplateApplication.getPdfTemplates(
+        tenantId,
+        query
+      );
+      return res.status(200).send(templates);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  async assginPdfTemplateAsDefault(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { template_id: templateId } = req.params;
+
+    try {
+      await this.pdfTemplateApplication.assignPdfTemplateAsDefault(
+        tenantId,
+        Number(templateId)
+      );
+      return res.status(204).send({
+        id: templateId,
+        message: 'The given pdf template has been assigned as default template',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+  async getOrganizationBrandingState(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+
+    try {
+      const data =
+        await this.pdfTemplateApplication.getPdfTemplateBrandingState(tenantId);
+
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  }
+}

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

@@ -4,6 +4,7 @@ import { check, param, query } from 'express-validator';
 import {
   AbilitySubject,
   BillAction,
+  DiscountType,
   IBillDTO,
   IBillEditDTO,
 } from '@/interfaces';
@@ -121,7 +122,7 @@ export default class BillsController extends BaseController {
       check('entries.*.index').exists().isNumeric().toInt(),
       check('entries.*.item_id').exists().isNumeric().toInt(),
       check('entries.*.rate').exists().isNumeric().toFloat(),
-      check('entries.*.quantity').exists().isNumeric().toInt(),
+      check('entries.*.quantity').exists().isNumeric().toFloat(),
       check('entries.*.discount')
         .optional({ nullable: true })
         .isNumeric()
@@ -144,8 +145,18 @@ export default class BillsController extends BaseController {
         .isNumeric()
         .toInt(),
 
+      // Attachments
       check('attachments').isArray().optional(),
       check('attachments.*.key').exists().isString(),
+
+      // # Discount
+      check('discount_type')
+        .default(DiscountType.Amount)
+        .isIn([DiscountType.Amount, DiscountType.Percentage]),
+      check('discount').optional({ nullable: true }).isDecimal().toFloat(),
+
+      // # Adjustment
+      check('adjustment').optional({ nullable: true }).isNumeric().toFloat(),
     ];
   }
 
@@ -188,6 +199,15 @@ export default class BillsController extends BaseController {
 
       check('attachments').isArray().optional(),
       check('attachments.*.key').exists().isString(),
+
+      // # Discount
+      check('discount_type')
+        .default(DiscountType.Amount)
+        .isIn([DiscountType.Amount, DiscountType.Percentage]),
+      check('discount').optional({ nullable: true }).isDecimal().toFloat(),
+
+      // # Adjustment
+      check('adjustment').optional({ nullable: true }).isNumeric().toFloat(),
     ];
   }
 

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

@@ -3,6 +3,7 @@ import { check, param, query } from 'express-validator';
 import { Service, Inject } from 'typedi';
 import {
   AbilitySubject,
+  DiscountType,
   IVendorCreditCreateDTO,
   IVendorCreditEditDTO,
   VendorCreditAction,
@@ -170,7 +171,7 @@ export default class VendorCreditController extends BaseController {
       check('entries.*.index').exists().isNumeric().toInt(),
       check('entries.*.item_id').exists().isNumeric().toInt(),
       check('entries.*.rate').exists().isNumeric().toFloat(),
-      check('entries.*.quantity').exists().isNumeric().toInt(),
+      check('entries.*.quantity').exists().isNumeric().toFloat(),
       check('entries.*.discount')
         .optional({ nullable: true })
         .isNumeric()
@@ -183,6 +184,16 @@ export default class VendorCreditController extends BaseController {
 
       check('attachments').isArray().optional(),
       check('attachments.*.key').exists().isString(),
+
+      // Discount.
+      check('discount').optional({ nullable: true }).isNumeric().toFloat(),
+      check('discount_type')
+        .optional({ nullable: true })
+        .isString()
+        .isIn([DiscountType.Percentage, DiscountType.Amount]),
+
+      // Adjustment.
+      check('adjustment').optional({ nullable: true }).isNumeric().toFloat(),
     ];
   }
 
@@ -209,7 +220,7 @@ export default class VendorCreditController extends BaseController {
       check('entries.*.index').exists().isNumeric().toInt(),
       check('entries.*.item_id').exists().isNumeric().toInt(),
       check('entries.*.rate').exists().isNumeric().toFloat(),
-      check('entries.*.quantity').exists().isNumeric().toInt(),
+      check('entries.*.quantity').exists().isNumeric().toFloat(),
       check('entries.*.discount')
         .optional({ nullable: true })
         .isNumeric()
@@ -222,6 +233,16 @@ export default class VendorCreditController extends BaseController {
 
       check('attachments').isArray().optional(),
       check('attachments.*.key').exists().isString(),
+
+      // Discount.
+      check('discount').optional({ nullable: true }).isNumeric().toFloat(),
+      check('discount_type')
+        .optional({ nullable: true })
+        .isString()
+        .isIn([DiscountType.Percentage, DiscountType.Amount]),
+
+      // Adjustment.
+      check('adjustment').optional({ nullable: true }).isNumeric().toFloat(),
     ];
   }
 

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

@@ -4,6 +4,7 @@ import { Inject, Service } from 'typedi';
 import {
   AbilitySubject,
   CreditNoteAction,
+  DiscountType,
   ICreditNoteEditDTO,
   ICreditNoteNewDTO,
 } from '@/interfaces';
@@ -27,6 +28,7 @@ import GetCreditNoteAssociatedAppliedInvoices from '@/services/CreditNotes/GetCr
 import GetRefundCreditTransaction from '@/services/CreditNotes/GetRefundCreditNoteTransaction';
 import GetCreditNotePdf from '../../../services/CreditNotes/GetCreditNotePdf';
 import { ACCEPT_TYPE } from '@/interfaces/Http';
+import { GetCreditNoteState } from '@/services/CreditNotes/GetCreditNoteState';
 /**
  * Credit notes controller.
  * @service
@@ -81,6 +83,9 @@ export default class PaymentReceivesController extends BaseController {
   @Inject()
   creditNotePdf: GetCreditNotePdf;
 
+  @Inject()
+  getCreditNoteStateService: GetCreditNoteState;
+
   /**
    * Router constructor.
    */
@@ -105,6 +110,12 @@ export default class PaymentReceivesController extends BaseController {
       this.asyncMiddleware(this.newCreditNote),
       this.handleServiceErrors
     );
+    router.get(
+      '/state',
+      CheckPolicies(CreditNoteAction.View, AbilitySubject.CreditNote),
+      this.asyncMiddleware(this.getCreditNoteState.bind(this)),
+      this.handleServiceErrors
+    );
     // Get specific credit note.
     router.get(
       '/:id',
@@ -223,7 +234,7 @@ export default class PaymentReceivesController extends BaseController {
       check('entries.*.index').exists().isNumeric().toInt(),
       check('entries.*.item_id').exists().isNumeric().toInt(),
       check('entries.*.rate').exists().isNumeric().toFloat(),
-      check('entries.*.quantity').exists().isNumeric().toInt(),
+      check('entries.*.quantity').exists().isNumeric().toFloat(),
       check('entries.*.discount')
         .optional({ nullable: true })
         .isNumeric()
@@ -234,8 +245,22 @@ export default class PaymentReceivesController extends BaseController {
         .isNumeric()
         .toInt(),
 
+      // Attachments.
       check('attachments').isArray().optional(),
       check('attachments.*.key').exists().isString(),
+
+      // Pdf template id.
+      check('pdf_template_id').optional({ nullable: true }).isNumeric().toInt(),
+
+      // Discount.
+      check('discount').optional({ nullable: true }).isNumeric().toFloat(),
+      check('discount_type')
+        .optional({ nullable: true })
+        .isString()
+        .isIn([DiscountType.Percentage, DiscountType.Amount]),
+
+      // Adjustment.
+      check('adjustment').optional({ nullable: true }).isNumeric().toFloat(),
     ];
   }
 
@@ -458,13 +483,14 @@ export default class PaymentReceivesController extends BaseController {
       ACCEPT_TYPE.APPLICATION_PDF,
     ]);
     if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
-      const pdfContent = await this.creditNotePdf.getCreditNotePdf(
+      const [pdfContent, filename] = await this.creditNotePdf.getCreditNotePdf(
         tenantId,
         creditNoteId
       );
       res.set({
         'Content-Type': 'application/pdf',
         'Content-Length': pdfContent.length,
+        'Content-Disposition': `attachment; filename="${filename}"`,
       });
       res.send(pdfContent);
     } else {
@@ -733,6 +759,23 @@ export default class PaymentReceivesController extends BaseController {
     }
   };
 
+  private getCreditNoteState = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+
+    try {
+      const data = await this.getCreditNoteStateService.getCreditNoteState(
+        tenantId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
   /**
    * Handles service errors.
    * @param {Error} error

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

@@ -95,6 +95,12 @@ export default class PaymentReceivesController extends BaseController {
       asyncMiddleware(this.getPaymentReceiveInvoices.bind(this)),
       this.handleServiceErrors
     );
+    router.get(
+      '/state',
+      CheckPolicies(PaymentReceiveAction.View, AbilitySubject.PaymentReceive),
+      this.getPaymentReceivedState.bind(this),
+      this.handleServiceErrors
+    );
     router.get(
       '/:id',
       CheckPolicies(PaymentReceiveAction.View, AbilitySubject.PaymentReceive),
@@ -124,9 +130,18 @@ export default class PaymentReceivesController extends BaseController {
       [
         ...this.paymentReceiveValidation,
         body('subject').isString().optional(),
+
         body('from').isString().optional(),
-        body('to').isString().optional(),
-        body('body').isString().optional(),
+
+        body('to').isArray().exists(),
+        body('to.*').isString().isEmail().optional(),
+
+        body('cc').isArray().optional({ nullable: true }),
+        body('cc.*').isString().isEmail().optional(),
+
+        body('bcc').isArray().optional({ nullable: true }),
+        body('bcc.*').isString().isEmail().optional(),
+
         body('attach_invoice').optional().isBoolean().toBoolean(),
       ],
       this.sendPaymentReceiveByMail.bind(this),
@@ -167,6 +182,9 @@ export default class PaymentReceivesController extends BaseController {
 
       check('attachments').isArray().optional(),
       check('attachments.*.key').exists().isString(),
+
+      // Pdf template id.
+      check('pdf_template_id').optional({ nullable: true }).isNumeric().toInt(),
     ];
   }
 
@@ -388,6 +406,29 @@ export default class PaymentReceivesController extends BaseController {
     }
   }
 
+  /**
+   *
+   * @async
+   * @param {Request} req -
+   * @param {Response} res -
+   */
+  private async getPaymentReceivedState(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+
+    try {
+      const data = await this.paymentReceiveApplication.getPaymentReceivedState(
+        tenantId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  }
+
   /**
    * Retrieve the given payment receive details.
    * @async
@@ -438,10 +479,11 @@ export default class PaymentReceivesController extends BaseController {
     const acceptType = accept.types([
       ACCEPT_TYPE.APPLICATION_JSON,
       ACCEPT_TYPE.APPLICATION_PDF,
+      ACCEPT_TYPE.APPLICATION_TEXT_HTML,
     ]);
-    // Response in pdf format.
+    // Responds pdf format.
     if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
-      const pdfContent =
+      const [pdfContent, filename] =
         await this.paymentReceiveApplication.getPaymentReceivePdf(
           tenantId,
           paymentReceiveId
@@ -449,9 +491,18 @@ export default class PaymentReceivesController extends BaseController {
       res.set({
         'Content-Type': 'application/pdf',
         'Content-Length': pdfContent.length,
+        'Content-Disposition': `attachment; filename="${filename}"`,
       });
       res.send(pdfContent);
-      // Response in json format.
+      // Responds html format.
+    } else if (ACCEPT_TYPE.APPLICATION_TEXT_HTML === acceptType) {
+      const htmlContent =
+        await this.paymentReceiveApplication.getPaymentReceivedHtml(
+          tenantId,
+          paymentReceiveId
+        );
+      return res.status(200).send({ htmlContent });
+      // Responds json format.
     } else {
       const paymentReceive =
         await this.paymentReceiveApplication.getPaymentReceive(

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

@@ -3,6 +3,7 @@ import { body, check, param, query } from 'express-validator';
 import { Inject, Service } from 'typedi';
 import {
   AbilitySubject,
+  DiscountType,
   ISaleEstimateDTO,
   SaleEstimateAction,
   SaleEstimateMailOptionsDTO,
@@ -13,11 +14,8 @@ import DynamicListingService from '@/services/DynamicListing/DynamicListService'
 import { ServiceError } from '@/exceptions';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { SaleEstimatesApplication } from '@/services/Sales/Estimates/SaleEstimatesApplication';
+import { ACCEPT_TYPE } from '@/interfaces/Http';
 
-const ACCEPT_TYPE = {
-  APPLICATION_PDF: 'application/pdf',
-  APPLICATION_JSON: 'application/json',
-};
 @Service()
 export default class SalesEstimatesController extends BaseController {
   @Inject()
@@ -51,7 +49,7 @@ export default class SalesEstimatesController extends BaseController {
     router.post(
       '/:id/approve',
       CheckPolicies(SaleEstimateAction.Edit, AbilitySubject.SaleEstimate),
-      [this.validateSpecificEstimateSchema],
+      [...this.validateSpecificEstimateSchema],
       this.validationResult,
       asyncMiddleware(this.approveSaleEstimate.bind(this)),
       this.handleServiceErrors
@@ -59,7 +57,7 @@ export default class SalesEstimatesController extends BaseController {
     router.post(
       '/:id/reject',
       CheckPolicies(SaleEstimateAction.Edit, AbilitySubject.SaleEstimate),
-      [this.validateSpecificEstimateSchema],
+      [...this.validateSpecificEstimateSchema],
       this.validationResult,
       asyncMiddleware(this.rejectSaleEstimate.bind(this)),
       this.handleServiceErrors
@@ -105,6 +103,12 @@ export default class SalesEstimatesController extends BaseController {
       asyncMiddleware(this.deleteEstimate.bind(this)),
       this.handleServiceErrors
     );
+    router.get(
+      '/state',
+      CheckPolicies(SaleEstimateAction.View, AbilitySubject.SaleEstimate),
+      this.getSaleEstimateState.bind(this),
+      this.handleServiceErrors
+    );
     router.get(
       '/:id',
       CheckPolicies(SaleEstimateAction.View, AbilitySubject.SaleEstimate),
@@ -127,8 +131,18 @@ export default class SalesEstimatesController extends BaseController {
       [
         ...this.validateSpecificEstimateSchema,
         body('subject').isString().optional(),
+
         body('from').isString().optional(),
-        body('to').isString().optional(),
+
+        body('to').isArray().exists(),
+        body('to.*').isString().isEmail().optional(),
+
+        body('cc').isArray().optional({ nullable: true }),
+        body('cc.*').isString().isEmail().optional(),
+
+        body('bcc').isArray().optional({ nullable: true }),
+        body('bcc.*').isString().isEmail().optional(),
+
         body('body').isString().optional(),
         body('attach_invoice').optional().isBoolean().toBoolean(),
       ],
@@ -137,10 +151,10 @@ export default class SalesEstimatesController extends BaseController {
       this.handleServiceErrors
     );
     router.get(
-      '/:id/mail',
+      '/:id/mail/state',
       [...this.validateSpecificEstimateSchema],
       this.validationResult,
-      asyncMiddleware(this.getSaleEstimateMail.bind(this)),
+      asyncMiddleware(this.getSaleEstimateMailState.bind(this)),
       this.handleServiceErrors
     );
     return router;
@@ -166,11 +180,9 @@ export default class SalesEstimatesController extends BaseController {
       check('entries').exists().isArray({ min: 1 }),
       check('entries.*.index').exists().isNumeric().toInt(),
       check('entries.*.item_id').exists().isNumeric().toInt(),
-      check('entries.*.quantity').exists().isNumeric().toInt(),
+      check('entries.*.quantity').exists().isNumeric().toFloat(),
       check('entries.*.rate').exists().isNumeric().toFloat(),
-      check('entries.*.description')
-        .optional({ nullable: true })
-        .trim(),
+      check('entries.*.description').optional({ nullable: true }).trim(),
       check('entries.*.discount')
         .optional({ nullable: true })
         .isNumeric()
@@ -184,8 +196,21 @@ export default class SalesEstimatesController extends BaseController {
       check('terms_conditions').optional().trim(),
       check('send_to_email').optional().trim(),
 
+      // # Attachments
       check('attachments').isArray().optional(),
       check('attachments.*.key').exists().isString(),
+
+      // # Pdf template id.
+      check('pdf_template_id').optional({ nullable: true }).isNumeric().toInt(),
+
+      // # Discount
+      check('discount').optional({ nullable: true }).isNumeric().toFloat(),
+      check('discount_type')
+        .default(DiscountType.Amount)
+        .isIn([DiscountType.Amount, DiscountType.Percentage]),
+
+      // # Adjustment
+      check('adjustment').optional({ nullable: true }).isNumeric().toFloat(),
     ];
   }
 
@@ -388,20 +413,30 @@ export default class SalesEstimatesController extends BaseController {
     const acceptType = accept.types([
       ACCEPT_TYPE.APPLICATION_JSON,
       ACCEPT_TYPE.APPLICATION_PDF,
+      ACCEPT_TYPE.APPLICATION_TEXT_HTML,
     ]);
     // Retrieves estimate in pdf format.
     if (ACCEPT_TYPE.APPLICATION_PDF == acceptType) {
-      const pdfContent = await this.saleEstimatesApplication.getSaleEstimatePdf(
-        tenantId,
-        estimateId
-      );
+      const [pdfContent, filename] =
+        await this.saleEstimatesApplication.getSaleEstimatePdf(
+          tenantId,
+          estimateId
+        );
       res.set({
         'Content-Type': 'application/pdf',
         'Content-Length': pdfContent.length,
+        'Content-Disposition': `attachment; filename="${filename}"`,
       });
       res.send(pdfContent);
       // Retrieves estimates in json format.
-    } else {
+    } else if (ACCEPT_TYPE.APPLICATION_TEXT_HTML === acceptType) {
+      const htmlContent =
+        await this.saleEstimatesApplication.getSaleEstimateHtml(
+          tenantId,
+          estimateId
+        );
+      return res.status(200).send({ htmlContent });
+    } else if (ACCEPT_TYPE.APPLICATION_JSON) {
       const estimate = await this.saleEstimatesApplication.getSaleEstimate(
         tenantId,
         estimateId
@@ -526,18 +561,35 @@ export default class SalesEstimatesController extends BaseController {
    * @param {Response} res
    * @param {NextFunction} next
    */
-  private getSaleEstimateMail = async (
+  private getSaleEstimateMailState = async (
+    req: Request<{ id: number }>,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+    const { id: estimateId } = req.params;
+
+    try {
+      const data = await this.saleEstimatesApplication.getSaleEstimateMailState(
+        tenantId,
+        estimateId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
+  private getSaleEstimateState = async (
     req: Request,
     res: Response,
     next: NextFunction
   ) => {
     const { tenantId } = req;
-    const { id: invoiceId } = req.params;
 
     try {
-      const data = await this.saleEstimatesApplication.getSaleEstimateMail(
-        tenantId,
-        invoiceId
+      const data = await this.saleEstimatesApplication.getSaleEstimateState(
+        tenantId
       );
       return res.status(200).send({ data });
     } catch (error) {

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

@@ -11,6 +11,7 @@ import {
   SaleInvoiceAction,
   AbilitySubject,
   SendInvoiceMailDTO,
+  DiscountType,
 } from '@/interfaces';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
 import { SaleInvoiceApplication } from '@/services/Sales/Invoices/SaleInvoicesApplication';
@@ -130,6 +131,12 @@ export default class SaleInvoicesController extends BaseController {
       this.asyncMiddleware(this.getInvoicePaymentTransactions),
       this.handleServiceErrors
     );
+    router.get(
+      '/state',
+      CheckPolicies(SaleInvoiceAction.View, AbilitySubject.SaleInvoice),
+      asyncMiddleware(this.getSaleInvoiceState.bind(this)),
+      this.handleServiceErrors
+    );
     router.get(
       '/:id',
       CheckPolicies(SaleInvoiceAction.View, AbilitySubject.SaleInvoice),
@@ -138,6 +145,7 @@ export default class SaleInvoicesController extends BaseController {
       asyncMiddleware(this.getSaleInvoice.bind(this)),
       this.handleServiceErrors
     );
+
     router.get(
       '/',
       CheckPolicies(SaleInvoiceAction.View, AbilitySubject.SaleInvoice),
@@ -172,10 +180,21 @@ export default class SaleInvoicesController extends BaseController {
       '/:id/mail',
       [
         ...this.specificSaleInvoiceValidation,
-        body('subject').isString().optional(),
+
+        body('subject').isString().optional({ nullable: true }),
+        body('message').isString().optional({ nullable: true }),
+
         body('from').isString().optional(),
-        body('to').isString().optional(),
-        body('body').isString().optional(),
+
+        body('to').isArray().exists(),
+        body('to.*').isString().isEmail().optional(),
+
+        body('cc').isArray().optional({ nullable: true }),
+        body('cc.*').isString().isEmail().optional(),
+
+        body('bcc').isArray().optional({ nullable: true }),
+        body('bcc.*').isString().isEmail().optional(),
+
         body('attach_invoice').optional().isBoolean().toBoolean(),
       ],
       this.validationResult,
@@ -183,7 +202,7 @@ export default class SaleInvoicesController extends BaseController {
       this.handleServiceErrors
     );
     router.get(
-      '/:id/mail',
+      '/:id/mail/state',
       [...this.specificSaleInvoiceValidation],
       this.validationResult,
       asyncMiddleware(this.getSaleInvoiceMail.bind(this)),
@@ -224,9 +243,7 @@ export default class SaleInvoicesController extends BaseController {
         .optional({ nullable: true })
         .isNumeric()
         .toFloat(),
-      check('entries.*.description')
-        .optional({ nullable: true })
-        .trim(),
+      check('entries.*.description').optional({ nullable: true }).trim(),
       check('entries.*.tax_code')
         .optional({ nullable: true })
         .trim()
@@ -257,6 +274,24 @@ export default class SaleInvoicesController extends BaseController {
         .optional({ nullable: true })
         .isNumeric()
         .toFloat(),
+
+      // Pdf template id.
+      check('pdf_template_id').optional({ nullable: true }).isNumeric().toInt(),
+
+      // Payment methods.
+      check('payment_methods').optional({ nullable: true }).isArray(),
+      check('payment_methods.*.payment_integration_id').exists().toInt(),
+      check('payment_methods.*.enable').exists().isBoolean(),
+
+      // Discount
+      check('discount').optional({ nullable: true }).isNumeric().toFloat(),
+      check('discount_type')
+        .optional({ nullable: true })
+        .isString()
+        .isIn([DiscountType.Percentage, DiscountType.Amount]),
+
+      // Adjustments
+      check('adjustment').optional({ nullable: true }).isNumeric().toFloat(),
     ];
   }
 
@@ -425,19 +460,28 @@ export default class SaleInvoicesController extends BaseController {
     const acceptType = accept.types([
       ACCEPT_TYPE.APPLICATION_JSON,
       ACCEPT_TYPE.APPLICATION_PDF,
+      ACCEPT_TYPE.APPLICATION_TEXT_HTML,
     ]);
-    // Retrieves invoice in pdf format.
-    if (ACCEPT_TYPE.APPLICATION_PDF == acceptType) {
-      const pdfContent = await this.saleInvoiceApplication.saleInvoicePdf(
-        tenantId,
-        saleInvoiceId
-      );
+    // Retrieves invoice in PDF format.
+    if (ACCEPT_TYPE.APPLICATION_PDF === acceptType) {
+      const [pdfContent, filename] =
+        await this.saleInvoiceApplication.saleInvoicePdf(
+          tenantId,
+          saleInvoiceId
+        );
       res.set({
         'Content-Type': 'application/pdf',
         'Content-Length': pdfContent.length,
+        'Content-Disposition': `attachment; filename="${filename}"`,
       });
       res.send(pdfContent);
-      // Retrieves invoice in json format.
+      // Retrieves invoice in html json format.
+    } else if (ACCEPT_TYPE.APPLICATION_TEXT_HTML === acceptType) {
+      const htmlContent = await this.saleInvoiceApplication.saleInvoiceHtml(
+        tenantId,
+        saleInvoiceId
+      );
+      return res.status(200).send({ htmlContent });
     } else {
       const saleInvoice = await this.saleInvoiceApplication.getSaleInvoice(
         tenantId,
@@ -447,6 +491,24 @@ export default class SaleInvoicesController extends BaseController {
       return res.status(200).send({ saleInvoice });
     }
   }
+
+  private async getSaleInvoiceState(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+
+    try {
+      const data = await this.saleInvoiceApplication.getSaleInvoiceState(
+        tenantId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  }
+
   /**
    * Retrieve paginated sales invoices with custom view metadata.
    * @param {Request} req
@@ -745,7 +807,7 @@ export default class SaleInvoicesController extends BaseController {
   }
 
   /**
-   * Retrieves the default mail options of the given sale invoice.
+   * Retrieves the mail state of the given sale invoice.
    * @param {Request} req
    * @param {Response} res
    * @param {NextFunction} next
@@ -759,7 +821,7 @@ export default class SaleInvoicesController extends BaseController {
     const { id: invoiceId } = req.params;
 
     try {
-      const data = await this.saleInvoiceApplication.getSaleInvoiceMail(
+      const data = await this.saleInvoiceApplication.getSaleInvoiceMailState(
         tenantId,
         invoiceId
       );

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

@@ -11,7 +11,7 @@ import {
 import { ServiceError } from '@/exceptions';
 import DynamicListingService from '@/services/DynamicListing/DynamicListService';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
-import { AbilitySubject, SaleReceiptAction } from '@/interfaces';
+import { AbilitySubject, DiscountType, SaleReceiptAction } from '@/interfaces';
 import { SaleReceiptApplication } from '@/services/Sales/Receipts/SaleReceiptApplication';
 import { ACCEPT_TYPE } from '@/interfaces/Http';
 
@@ -56,8 +56,18 @@ export default class SalesReceiptsController extends BaseController {
       [
         ...this.specificReceiptValidationSchema,
         body('subject').isString().optional(),
+
         body('from').isString().optional(),
-        body('to').isString().optional(),
+
+        body('to').isArray().exists(),
+        body('to.*').isString().isEmail().optional(),
+
+        body('cc').isArray().optional({ nullable: true }),
+        body('cc.*').isString().isEmail().optional(),
+
+        body('bcc').isArray().optional({ nullable: true }),
+        body('bcc.*').isString().isEmail().optional(),
+
         body('body').isString().optional(),
         body('attach_receipt').optional().isBoolean().toBoolean(),
       ],
@@ -108,6 +118,12 @@ export default class SalesReceiptsController extends BaseController {
       this.handleServiceErrors,
       this.dynamicListService.handlerErrorsToResponse
     );
+    router.get(
+      '/state',
+      CheckPolicies(SaleReceiptAction.View, AbilitySubject.SaleReceipt),
+      asyncMiddleware(this.getSaleReceiptState.bind(this)),
+      this.handleServiceErrors
+    );
     router.get(
       '/:id',
       CheckPolicies(SaleReceiptAction.View, AbilitySubject.SaleReceipt),
@@ -142,23 +158,36 @@ export default class SalesReceiptsController extends BaseController {
       check('entries.*.id').optional({ nullable: true }).isNumeric().toInt(),
       check('entries.*.index').exists().isNumeric().toInt(),
       check('entries.*.item_id').exists().isNumeric().toInt(),
-      check('entries.*.quantity').exists().isNumeric().toInt(),
+      check('entries.*.quantity').exists().isNumeric().toFloat(),
       check('entries.*.rate').exists().isNumeric().toFloat(),
       check('entries.*.discount')
         .optional({ nullable: true })
         .isNumeric()
         .toInt(),
-      check('entries.*.description')
-        .optional({ nullable: true })
-        .trim(),
+      check('entries.*.description').optional({ nullable: true }).trim(),
       check('entries.*.warehouse_id')
         .optional({ nullable: true })
         .isNumeric()
         .toInt(),
+
       check('receipt_message').optional().trim(),
+
       check('statement').optional().trim(),
       check('attachments').isArray().optional(),
       check('attachments.*.key').exists().isString(),
+
+      // # Pdf template
+      check('pdf_template_id').optional({ nullable: true }).isNumeric().toInt(),
+
+      // # Discount
+      check('discount').optional({ nullable: true }).isNumeric().toFloat(),
+      check('discount_type')
+        .optional({ nullable: true })
+        .isString()
+        .isIn([DiscountType.Percentage, DiscountType.Amount]),
+
+      // # Adjustment
+      check('adjustment').optional({ nullable: true }).isNumeric().toFloat(),
     ];
   }
 
@@ -344,19 +373,28 @@ export default class SalesReceiptsController extends BaseController {
     const acceptType = accept.types([
       ACCEPT_TYPE.APPLICATION_JSON,
       ACCEPT_TYPE.APPLICATION_PDF,
+      ACCEPT_TYPE.APPLICATION_TEXT_HTML,
     ]);
     // Retrieves receipt in pdf format.
     if (ACCEPT_TYPE.APPLICATION_PDF == acceptType) {
-      const pdfContent = await this.saleReceiptsApplication.getSaleReceiptPdf(
-        tenantId,
-        saleReceiptId
-      );
+      const [pdfContent, filename] =
+        await this.saleReceiptsApplication.getSaleReceiptPdf(
+          tenantId,
+          saleReceiptId
+        );
       res.set({
         'Content-Type': 'application/pdf',
         'Content-Length': pdfContent.length,
+        'Content-Disposition': `attachment; filename="${filename}"`,
       });
       res.send(pdfContent);
       // Retrieves receipt in json format.
+    } else if (ACCEPT_TYPE.APPLICATION_TEXT_HTML === acceptType) {
+      const htmlContent = await this.saleReceiptsApplication.getSaleReceiptHtml(
+        tenantId,
+        saleReceiptId
+      );
+      res.send({ htmlContent });
     } else {
       const saleReceipt = await this.saleReceiptsApplication.getSaleReceipt(
         tenantId,
@@ -366,6 +404,30 @@ export default class SalesReceiptsController extends BaseController {
     }
   }
 
+  /**
+   *
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public async getSaleReceiptState(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+
+    // Retrieves receipt in pdf format.
+    try {
+      const data = await this.saleReceiptsApplication.getSaleReceiptState(
+        tenantId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  }
+
   /**
    * Sale receipt notification via SMS.
    * @param {Request} req
@@ -472,7 +534,7 @@ export default class SalesReceiptsController extends BaseController {
     const { id: receiptId } = req.params;
 
     try {
-      const data = await this.saleReceiptsApplication.getSaleReceiptMail(
+      const data = await this.saleReceiptsApplication.getSaleReceiptMailState(
         tenantId,
         receiptId
       );

packages/server/src/api/controllers/ShareLink/PublicSharableLinkController.ts

@@ -0,0 +1,118 @@
+import { Inject, Service } from 'typedi';
+import { Router, Request, Response, NextFunction } from 'express';
+import { param } from 'express-validator';
+import BaseController from '@/api/controllers/BaseController';
+import { PaymentLinksApplication } from '@/services/PaymentLinks/PaymentLinksApplication';
+
+@Service()
+export class PublicSharableLinkController extends BaseController {
+  @Inject()
+  private paymentLinkApp: PaymentLinksApplication;
+
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.get(
+      '/:paymentLinkId/invoice',
+      [param('paymentLinkId').exists()],
+      this.validationResult,
+      this.getPaymentLinkPublicMeta.bind(this),
+      this.validationResult
+    );
+    router.get(
+      '/:paymentLinkId/invoice/pdf',
+      [param('paymentLinkId').exists()],
+      this.validationResult,
+      this.getPaymentLinkInvoicePdf.bind(this),
+      this.validationResult
+    );
+    router.post(
+      '/:paymentLinkId/stripe_checkout_session',
+      [param('paymentLinkId').exists()],
+      this.validationResult,
+      this.createInvoicePaymentLinkCheckoutSession.bind(this)
+    );
+    return router;
+  }
+
+  /**
+   * Retrieves the payment link public meta.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns
+   */
+  public async getPaymentLinkPublicMeta(
+    req: Request<{ paymentLinkId: string }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { paymentLinkId } = req.params;
+
+    try {
+      const data = await this.paymentLinkApp.getInvoicePaymentLink(
+        paymentLinkId
+      );
+
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Creates a Stripe checkout session for the given payment link id.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response|void>}
+   */
+  public async createInvoicePaymentLinkCheckoutSession(
+    req: Request<{ paymentLinkId: string }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { paymentLinkId } = req.params;
+
+    try {
+      const session =
+        await this.paymentLinkApp.createInvoicePaymentCheckoutSession(
+          paymentLinkId
+        );
+      return res.status(200).send(session);
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Retrieves the sale invoice pdf of the given payment link.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public async getPaymentLinkInvoicePdf(
+    req: Request<{ paymentLinkId: string }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { paymentLinkId } = req.params;
+
+    try {
+      const [pdfContent, filename] =
+        await this.paymentLinkApp.getPaymentLinkInvoicePdf(paymentLinkId);
+
+      res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdfContent.length,
+        'Content-Disposition': `attachment; filename="${filename}"`,
+      });
+      res.send(pdfContent);
+    } catch (error) {
+      next(error);
+    }
+  }
+}

packages/server/src/api/controllers/ShareLink/ShareLinkController.ts

@@ -0,0 +1,63 @@
+import { Inject, Service } from 'typedi';
+import { Router, Request, Response, NextFunction } from 'express';
+import { body } from 'express-validator';
+import { AbilitySubject, PaymentReceiveAction } from '@/interfaces';
+import BaseController from '@/api/controllers/BaseController';
+import asyncMiddleware from '@/api/middleware/asyncMiddleware';
+import CheckPolicies from '@/api/middleware/CheckPolicies';
+import { GenerateShareLink } from '@/services/Sales/Invoices/GenerateeInvoicePaymentLink';
+
+@Service()
+export class ShareLinkController extends BaseController {
+  @Inject()
+  private generateShareLinkService: GenerateShareLink;
+
+  /**
+   * Router constructor.
+   */
+  router() {
+    const router = Router();
+
+    router.post(
+      '/payment-links/generate',
+      CheckPolicies(PaymentReceiveAction.Edit, AbilitySubject.PaymentReceive),
+      [
+        body('transaction_type').exists(),
+        body('transaction_id').exists().isNumeric().toInt(),
+        body('publicity').optional(),
+        body('expiry_date').optional({ nullable: true }),
+      ],
+      this.validationResult,
+      asyncMiddleware(this.generateShareLink.bind(this))
+    );
+    return router;
+  }
+
+  /**
+   * Generates sharable link for the given transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public async generateShareLink(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { transactionType, transactionId, publicity, expiryDate } =
+      this.matchedBodyData(req);
+
+    try {
+      const link = await this.generateShareLinkService.generatePaymentLink(
+        tenantId,
+        transactionId,
+        publicity,
+        expiryDate
+      );
+      res.status(200).json({ link });
+    } catch (error) {
+      next(error);
+    }
+  }
+}

packages/server/src/api/controllers/StripeIntegration/StripeIntegrationController.ts

@@ -0,0 +1,122 @@
+import { NextFunction, Request, Response, Router } from 'express';
+import { body } from 'express-validator';
+import { Service, Inject } from 'typedi';
+import asyncMiddleware from '@/api/middleware/asyncMiddleware';
+import { StripePaymentApplication } from '@/services/StripePayment/StripePaymentApplication';
+import BaseController from '../BaseController';
+
+@Service()
+export class StripeIntegrationController extends BaseController {
+  @Inject()
+  private stripePaymentApp: StripePaymentApplication;
+
+  public router() {
+    const router = Router();
+
+    router.get('/link', this.getStripeConnectLink.bind(this));
+    router.post(
+      '/callback',
+      [body('code').exists()],
+      this.validationResult,
+      this.exchangeOAuth.bind(this)
+    );
+    router.post('/account', asyncMiddleware(this.createAccount.bind(this)));
+    router.post(
+      '/account_link',
+      [body('stripe_account_id').exists()],
+      this.validationResult,
+      asyncMiddleware(this.createAccountLink.bind(this))
+    );
+    return router;
+  }
+
+  /**
+   * Retrieves Stripe OAuth2 connect link.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response|void>}
+   */
+  public async getStripeConnectLink(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    try {
+      const authorizationUri = this.stripePaymentApp.getStripeConnectLink();
+
+      return res.status(200).send({ url: authorizationUri });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Exchanges the given Stripe authorization code to Stripe user id and access token.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<void>}
+   */
+  public async exchangeOAuth(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+    const { code } = this.matchedBodyData(req);
+
+    try {
+      await this.stripePaymentApp.exchangeStripeOAuthToken(tenantId, code);
+
+      return res.status(200).send({});
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Creates a new Stripe account.
+   * @param {Request} req - The Express request object.
+   * @param {Response} res - The Express response object.
+   * @param {NextFunction} next - The Express next middleware function.
+   * @returns {Promise<void>}
+   */
+  public async createAccount(req: Request, res: Response, next: NextFunction) {
+    const { tenantId } = req;
+
+    try {
+      const accountId = await this.stripePaymentApp.createStripeAccount(
+        tenantId
+      );
+      return res.status(201).json({
+        accountId,
+        message: 'The Stripe account has been created successfully.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Creates a new Stripe account session.
+   * @param {Request} req - The Express request object.
+   * @param {Response} res - The Express response object.
+   * @param {NextFunction} next - The Express next middleware function.
+   * @returns {Promise<void>}
+   */
+  public async createAccountLink(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { stripeAccountId } = this.matchedBodyData(req);
+
+    try {
+      const clientSecret = await this.stripePaymentApp.createAccountLink(
+        tenantId,
+        stripeAccountId
+      );
+      return res.status(200).json({ clientSecret });
+    } catch (error) {
+      next(error);
+    }
+  }
+}

packages/server/src/api/controllers/StripeIntegration/StripeWebhooksController.ts

@@ -0,0 +1,83 @@
+import { NextFunction, Request, Response, Router } from 'express';
+import { Inject, Service } from 'typedi';
+import bodyParser from 'body-parser';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import { StripeWebhookEventPayload } from '@/interfaces/StripePayment';
+import { StripePaymentService } from '@/services/StripePayment/StripePaymentService';
+import events from '@/subscribers/events';
+import config from '@/config';
+
+@Service()
+export class StripeWebhooksController {
+  @Inject()
+  private stripePaymentService: StripePaymentService;
+
+  @Inject()
+  private eventPublisher: EventPublisher;
+
+  public router() {
+    const router = Router();
+
+    router.post(
+      '/stripe',
+      bodyParser.raw({ type: 'application/json' }),
+      this.handleWebhook.bind(this)
+    );
+    return router;
+  }
+
+  /**
+   * Handles incoming Stripe webhook events.
+   * Verifies the webhook signature, processes the event based on its type,
+   * and triggers appropriate actions or events in the system.
+   *
+   * @param {Request} req - The Express request object containing the webhook payload.
+   * @param {Response} res - The Express response object.
+   * @param {NextFunction} next - The Express next middleware function.
+   */
+  private async handleWebhook(req: Request, res: Response, next: NextFunction) {
+    try {
+      let event = req.body;
+      const sig = req.headers['stripe-signature'];
+
+      // Verify webhook signature and extract the event.
+      // See https://stripe.com/docs/webhooks#verify-events for more information.
+      try {
+        event = this.stripePaymentService.stripe.webhooks.constructEvent(
+          req.rawBody,
+          sig,
+          config.stripePayment.webhooksSecret
+        );
+      } catch (err) {
+        return res.status(400).send(`Webhook Error: ${err.message}`);
+      }
+      // Handle the event based on its type
+      switch (event.type) {
+        case 'checkout.session.completed':
+          // Triggers `onStripeCheckoutSessionCompleted` event.
+          this.eventPublisher.emitAsync(
+            events.stripeWebhooks.onCheckoutSessionCompleted,
+            {
+              event,
+            } as StripeWebhookEventPayload
+          );
+          break;
+        case 'account.updated':
+          this.eventPublisher.emitAsync(
+            events.stripeWebhooks.onAccountUpdated,
+            {
+              event,
+            } as StripeWebhookEventPayload
+          );
+          break;
+        // Add more cases as needed
+        default:
+          console.log(`Unhandled event type ${event.type}`);
+      }
+
+      res.status(200).json({ received: true });
+    } catch (error) {
+      next(error);
+    }
+  }
+}

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

@@ -1,9 +1,10 @@
 import { NextFunction, Router, Request, Response } from 'express';
-import { Inject, Service } from 'typedi';
+import Container, { Inject, Service } from 'typedi';
 import { PlaidApplication } from '@/services/Banking/Plaid/PlaidApplication';
 import BaseController from '../BaseController';
 import { LemonSqueezyWebhooks } from '@/services/Subscription/LemonSqueezyWebhooks';
 import { PlaidWebhookTenantBootMiddleware } from '@/services/Banking/Plaid/PlaidWebhookTenantBootMiddleware';
+import { StripeWebhooksController } from '../StripeIntegration/StripeWebhooksController';
 
 @Service()
 export class Webhooks extends BaseController {
@@ -24,6 +25,8 @@ export class Webhooks extends BaseController {
 
     router.post('/lemon', this.lemonWebhooks.bind(this));
 
+    router.use(Container.get(StripeWebhooksController).router());
+
     return router;
   }
 

packages/server/src/api/index.ts

@@ -64,6 +64,11 @@ import { Webhooks } from './controllers/Webhooks/Webhooks';
 import { ExportController } from './controllers/Export/ExportController';
 import { AttachmentsController } from './controllers/Attachments/AttachmentsController';
 import { OneClickDemoController } from './controllers/OneClickDemo/OneClickDemoController';
+import { StripeIntegrationController } from './controllers/StripeIntegration/StripeIntegrationController';
+import { ShareLinkController } from './controllers/ShareLink/ShareLinkController';
+import { PublicSharableLinkController } from './controllers/ShareLink/PublicSharableLinkController';
+import { PdfTemplatesController } from './controllers/PdfTemplates/PdfTemplatesController';
+import { PaymentServicesController } from './controllers/PaymentServices/PaymentServicesController';
 
 export default () => {
   const app = Router();
@@ -81,7 +86,11 @@ export default () => {
   app.use('/jobs', Container.get(Jobs).router());
   app.use('/account', Container.get(Account).router());
   app.use('/webhooks', Container.get(Webhooks).router());
-  app.use('/demo', Container.get(OneClickDemoController).router())
+  app.use('/demo', Container.get(OneClickDemoController).router());
+  app.use(
+    '/payment-links',
+    Container.get(PublicSharableLinkController).router()
+  );
 
   // - Dashboard routes.
   // ---------------------------
@@ -147,10 +156,22 @@ export default () => {
   dashboard.use('/import', Container.get(ImportController).router());
   dashboard.use('/export', Container.get(ExportController).router());
   dashboard.use('/attachments', Container.get(AttachmentsController).router());
-
+  dashboard.use(
+    '/stripe_integration',
+    Container.get(StripeIntegrationController).router()
+  );
+  dashboard.use(
+    '/pdf-templates',
+    Container.get(PdfTemplatesController).router()
+  );
+  dashboard.use(
+    '/payment-services',
+    Container.get(PaymentServicesController).router()
+  );
   dashboard.use('/', Container.get(ProjectTasksController).router());
   dashboard.use('/', Container.get(ProjectTimesController).router());
   dashboard.use('/', Container.get(WarehousesItemController).router());
+  dashboard.use('/', Container.get(ShareLinkController).router());
 
   dashboard.use('/dashboard', Container.get(DashboardController).router());
   dashboard.use('/', Container.get(Miscellaneous).router());

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

@@ -50,7 +50,8 @@ export const injectI18nUtils = (req) => {
 export const initalizeTenantServices = async (tenantId: number) => {
   const tenant = await Tenant.query()
     .findById(tenantId)
-    .withGraphFetched('metadata');
+    .withGraphFetched('metadata')
+    .throwIfNotFound();
 
   const tenantServices = Container.get(TenancyService);
   const tenantsManager = Container.get(TenantsManagerService);

packages/server/src/config/index.ts

@@ -259,6 +259,17 @@ module.exports = {
    */
   posthog: {
     apiKey: process.env.POSTHOG_API_KEY,
-    host: process.env.POSTHOG_HOST
-  }
+    host: process.env.POSTHOG_HOST,
+  },
+
+  /**
+   * Stripe Payment Integration.
+   */
+  stripePayment: {
+    secretKey: process.env.STRIPE_PAYMENT_SECRET_KEY || '',
+    publishableKey: process.env.STRIPE_PAYMENT_PUBLISHABLE_KEY || '',
+    clientId: process.env.STRIPE_PAYMENT_CLIENT_ID || '',
+    redirectTo: process.env.STRIPE_PAYMENT_REDIRECT_URL || '',
+    webhooksSecret: process.env.STRIPE_PAYMENT_WEBHOOKS_SECRET || '',
+  },
 };

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

@@ -1,15 +1,31 @@
 export const SALE_INVOICE_CREATED = 'Sale invoice created';
-export const SALE_INVOICE_EDITED = 'Sale invoice d';
+export const SALE_INVOICE_EDITED = 'Sale invoice edited';
 export const SALE_INVOICE_DELETED = 'Sale invoice deleted';
 export const SALE_INVOICE_MAIL_DELIVERED = 'Sale invoice mail delivered';
+export const SALE_INVOICE_VIEWED = 'Sale invoice viewed';
+export const SALE_INVOICE_PDF_VIEWED = 'Sale invoice PDF viewed';
+export const SALE_INVOICE_MAIL_SENT = 'Sale invoice mail sent';
+export const SALE_INVOICE_MAIL_REMINDER_SENT =
+  'Sale invoice reminder mail sent';
 
 export const SALE_ESTIMATE_CREATED = 'Sale estimate created';
 export const SALE_ESTIMATE_EDITED = 'Sale estimate edited';
 export const SALE_ESTIMATE_DELETED = 'Sale estimate deleted';
+export const SALE_ESTIMATE_PDF_VIEWED = 'Sale estimate PDF viewed';
+export const SALE_ESTIMATE_VIEWED = 'Sale estimate viewed';
+export const SALE_ESTIMATE_MAIL_SENT = 'Sale estimate mail sent';
 
 export const PAYMENT_RECEIVED_CREATED = 'Payment received created';
 export const PAYMENT_RECEIVED_EDITED = 'payment received edited';
 export const PAYMENT_RECEIVED_DELETED = 'Payment received deleted';
+export const PAYMENT_RECEIVED_PDF_VIEWED = 'Payment received PDF viewed';
+export const PAYMENT_RECEIVED_MAIL_SENT = 'Payment received mail sent';
+
+export const SALE_RECEIPT_PDF_VIEWED = 'Sale credit PDF viewed';
+export const SALE_RECEIPT_MAIL_SENT = 'Sale credit mail sent';
+
+export const CREDIT_NOTE_PDF_VIEWED = 'Credit note PDF viewed';
+export const CREDIT_NOTE_MAIL_SENT = 'Credit note mail sent';
 
 export const BILL_CREATED = 'Bill created';
 export const BILL_EDITED = 'Bill edited';
@@ -26,10 +42,12 @@ export const EXPENSE_DELETED = 'Expense deleted';
 export const ACCOUNT_CREATED = 'Account created';
 export const ACCOUNT_EDITED = 'Account Edited';
 export const ACCOUNT_DELETED = 'Account deleted';
+export const ACCOUNT_VIEWED = 'Account viewed';
 
 export const ITEM_EVENT_CREATED = 'Item created';
 export const ITEM_EVENT_EDITED = 'Item edited';
 export const ITEM_EVENT_DELETED = 'Item deleted';
+export const ITEM_EVENT_VIEWED = 'Item viewed';
 
 export const AUTH_SIGNED_UP = 'Auth Signed-up';
 export const AUTH_RESET_PASSWORD = 'Auth reset password';
@@ -37,6 +55,8 @@ export const AUTH_RESET_PASSWORD = 'Auth reset password';
 export const SUBSCRIPTION_CANCELLED = 'Subscription cancelled';
 export const SUBSCRIPTION_RESUMED = 'Subscription resumed';
 export const SUBSCRIPTION_PLAN_CHANGED = 'Subscription plan changed';
+export const SUBSCRIPTION_PAYMENT_SUCCEED = 'Subscription payment succeed';
+export const SUBSCRIPTION_PAYMENT_FAILED = 'Subscription payment failed';
 
 export const CUSTOMER_CREATED = 'Customer created';
 export const CUSTOMER_EDITED = 'Customer edited';
@@ -69,6 +89,19 @@ export const BANK_RULE_CREATED = 'Bank rule created';
 export const BANK_RULE_EDITED = 'Bank rule edited';
 export const BANK_RULE_DELETED = 'Bank rule deleted';
 
+export const PDF_TEMPLATE_CREATED = 'PDF template created';
+export const PDF_TEMPLATE_EDITED = 'PDF template edited';
+export const PDF_TEMPLATE_DELETED = 'PDF template deleted';
+export const PDF_TEMPLATE_ASSIGNED_DEFAULT = 'PDF template assigned as default';
+
+export const PAYMENT_METHOD_EDITED = 'Payment method edited';
+export const PAYMENT_METHOD_DELETED = 'Payment method deleted';
+
+export const INVOICE_PAYMENT_LINK_GENERATED = 'Invoice payment link generated';
+
+export const STRIPE_INTEGRAION_CONNECTED =
+  'Stripe integration oauth2 connected';
+
 // # Event Groups
 export const ACCOUNT_GROUP = 'Account';
 export const ITEM_GROUP = 'Item';
@@ -77,3 +110,21 @@ export const SALE_GROUP = 'Sale';
 export const PAYMENT_GROUP = 'Payment';
 export const BILL_GROUP = 'Bill';
 export const EXPENSE_GROUP = 'Expense';
+
+// # Reports
+export const BALANCE_SHEET_VIEWED = 'Balance sheet viewed';
+export const TRIAL_BALANCE_SHEET_VIEWED = 'Trial balance sheet viewed';
+export const PROFIT_LOSS_SHEET_VIEWED = 'Profit loss sheet viewed';
+export const CASHFLOW_STATEMENT_VIEWED = 'Cashflow statement viewed';
+export const GENERAL_LEDGER_VIEWED = 'General ledger viewed';
+export const JOURNAL_VIEWED = 'Journal viewed';
+export const RECEIVABLE_AGING_VIEWED = 'Receivable aging viewed';
+export const PAYABLE_AGING_VIEWED = 'Payable aging viewed';
+export const CUSTOMER_BALANCE_SUMMARY_VIEWED =
+  'Customer balance summary viewed';
+export const VENDOR_BALANCE_SUMMARY_VIEWED = 'Vendor balance summary viewed';
+export const INVENTORY_VALUATION_VIEWED = 'Inventory valuation viewed';
+export const CUSTOMER_TRANSACTIONS_VIEWED = 'Customer transactions viewed';
+export const VENDOR_TRANSACTIONS_VIEWED = 'Vendor transactions viewed';
+export const SALES_BY_ITEM_VIEWED = 'Sales by item viewed';
+export const PURCHASES_BY_ITEM_VIEWED = 'Purchases by item viewed';

packages/server/src/data/AccountTypes.ts

@@ -129,6 +129,7 @@ export const ACCOUNT_TYPES = [
     normal: ACCOUNT_NORMAL.CREDIT,
     rootType: ACCOUNT_ROOT_TYPE.LIABILITY,
     parentType: ACCOUNT_PARENT_TYPE.CURRENT_LIABILITY,
+    multiCurrency: true,
     balanceSheet: true,
     incomeSheet: false,
   },

packages/server/src/database/migrations/20240909101051_add_stripe_pintent_id_to_payments_received.js

@@ -0,0 +1,19 @@
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = function (knex) {
+  return knex.schema.table('payment_receives', (table) => {
+    table.string('stripe_pintent_id').nullable();
+  });
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = function (knex) {
+  return knex.schema.table('payment_receives', (table) => {
+    table.dropColumn('stripe_pintent_id');
+  });
+};

packages/server/src/database/migrations/20240911112147_create_pdf_templates_table.js

@@ -0,0 +1,75 @@
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = function (knex) {
+  return knex.schema
+    .createTable('pdf_templates', (table) => {
+      table.increments('id').primary();
+      table.text('resource');
+      table.text('template_name');
+      table.json('attributes');
+      table.boolean('predefined').defaultTo(false);
+      table.boolean('default').defaultTo(false);
+      table.timestamps();
+    })
+    .table('sales_invoices', (table) => {
+      table
+        .integer('pdf_template_id')
+        .unsigned()
+        .references('id')
+        .inTable('pdf_templates');
+    })
+    .table('sales_estimates', (table) => {
+      table
+        .integer('pdf_template_id')
+        .unsigned()
+        .references('id')
+        .inTable('pdf_templates');
+    })
+    .table('sales_receipts', (table) => {
+      table
+        .integer('pdf_template_id')
+        .unsigned()
+        .references('id')
+        .inTable('pdf_templates');
+    })
+    .table('credit_notes', (table) => {
+      table
+        .integer('pdf_template_id')
+        .unsigned()
+        .references('id')
+        .inTable('pdf_templates');
+    })
+    .table('payment_receives', (table) => {
+      table
+        .integer('pdf_template_id')
+        .unsigned()
+        .references('id')
+        .inTable('pdf_templates');
+    });
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = function (knex) {
+  return knex.schema
+    .table('payment_receives', (table) => {
+      table.dropColumn('pdf_template_id');
+    })
+    .table('credit_notes', (table) => {
+      table.dropColumn('pdf_template_id');
+    })
+    .table('sales_receipts', (table) => {
+      table.dropColumn('pdf_template_id');
+    })
+    .table('sales_estimates', (table) => {
+      table.dropColumn('pdf_template_id');
+    })
+    .table('sales_invoices', (table) => {
+      table.dropColumn('pdf_template_id');
+    })
+    .dropTableIfExists('pdf_templates');
+};

packages/server/src/database/migrations/20240915155403_payment_integration.js

@@ -0,0 +1,25 @@
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = function (knex) {
+  return knex.schema.createTable('payment_integrations', (table) => {
+    table.increments('id');
+    table.string('service');
+    table.string('name'); 
+    table.string('slug');
+    table.boolean('payment_enabled').defaultTo(false);
+    table.boolean('payout_enabled').defaultTo(false);
+    table.string('account_id');
+    table.json('options');
+    table.timestamps();
+  });
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = function (knex) {
+  return knex.schema.dropTableIfExists('payment_integrations');
+};

packages/server/src/database/migrations/20240915163722_creat_transaction_payment_service_table.js

@@ -0,0 +1,27 @@
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = function (knex) {
+  return knex.schema.createTable('transactions_payment_methods', (table) => {
+    table.increments('id');
+    table.integer('reference_id').unsigned();
+    table.string('reference_type');
+    table
+      .integer('payment_integration_id')
+      .unsigned()
+      .index()
+      .references('id')
+      .inTable('payment_integrations');
+    table.boolean('enable').defaultTo(false);
+    table.json('options').nullable();
+  });
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = function (knex) {
+  return knex.schema.dropTableIfExists('transactions_payment_methods');
+};

packages/server/src/database/migrations/20240915195024_seed_standard_pdf_templates.js

@@ -0,0 +1,44 @@
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = function (knex) {
+  return knex('pdf_templates').insert([
+    {
+      resource: 'SaleInvoice',
+      templateName: 'Standard Template',
+      predefined: true,
+      default: true,
+    },
+    {
+      resource: 'SaleEstimate',
+      templateName: 'Standard Template',
+      predefined: true,
+      default: true,
+    },
+    {
+      resource: 'SaleReceipt',
+      templateName: 'Standard Template',
+      predefined: true,
+      default: true,
+    },
+    {
+      resource: 'CreditNote',
+      templateName: 'Standard Template',
+      predefined: true,
+      default: true,
+    },
+    {
+      resource: 'PaymentReceive',
+      templateName: 'Standard Template',
+      predefined: true,
+      default: true,
+    },
+  ]);
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = function (knex) {};

packages/server/src/database/migrations/20241113113437_change_quantity_in_items_entries_to_decimal.js

@@ -0,0 +1,39 @@
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = function (knex) {
+  return knex.schema
+    .table('items_entries', (table) => {
+      table.decimal('quantity', 13, 3).alter();
+    })
+    .table('inventory_transactions', (table) => {
+      table.decimal('quantity', 13, 3).alter();
+    })
+    .table('inventory_cost_lot_tracker', (table) => {
+      table.decimal('quantity', 13, 3).alter();
+    })
+    .table('items', (table) => {
+      table.decimal('quantityOnHand', 13, 3).alter();
+    });
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = function (knex) {
+  return knex.schema
+    .table('items_entries', (table) => {
+      table.integer('quantity').alter();
+    })
+    .table('inventory_transactions', (table) => {
+      table.integer('quantity').alter();
+    })
+    .table('inventory_cost_lot_tracker', (table) => {
+      table.integer('quantity').alter();
+    })
+    .table('items', (table) => {
+      table.integer('quantityOnHand').alter();
+    });
+};

packages/server/src/database/migrations/20241128080734_add_discount_to_invoices_table.js

@@ -0,0 +1,23 @@
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = function (knex) {
+  return knex.schema.alterTable('sales_invoices', (table) => {
+    table.decimal('discount', 10, 2).nullable().after('credited_amount');
+    table.string('discount_type').nullable().after('discount');
+    table.decimal('adjustment', 10, 2).nullable().after('discount_type'); 
+  });
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = function (knex) {
+  return knex.schema.alterTable('sale_invoices', (table) => {
+    table.dropColumn('discount');
+    table.dropColumn('discount_type');
+    table.dropColumn('adjustment');
+  });
+};

packages/server/src/database/migrations/20241128081259_add_discount_to_estimates_table.js

@@ -0,0 +1,24 @@
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = function(knex) {
+  return knex.schema.alterTable('sales_estimates', (table) => {
+    table.decimal('discount', 10, 2).nullable().after('amount');
+    table.string('discount_type').nullable().after('discount');
+
+    table.decimal('adjustment', 10, 2).nullable().after('discount_type'); 
+  }); 
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = function(knex) {
+  return knex.schema.alterTable('sales_estimates', (table) => {
+    table.dropColumn('discount');
+    table.dropColumn('discount_type');
+    table.dropColumn('adjustment');
+  });
+};

packages/server/src/database/migrations/20241128084550_add_discount_to_receipts_table.js

@@ -0,0 +1,24 @@
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = function(knex) {
+  return knex.schema.alterTable('sales_receipts', (table) => {
+    table.decimal('discount', 10, 2).nullable().after('amount');
+    table.string('discount_type').nullable().after('discount');
+
+    table.decimal('adjustment', 10, 2).nullable().after('discount_type');
+  });
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = function(knex) {
+  return knex.schema.alterTable('sales_receipts', (table) => {
+    table.dropColumn('discount');
+    table.dropColumn('discount_type');
+    table.dropColumn('adjustment');
+  });
+};

packages/server/src/database/migrations/20241128085243_add_discount_to_bills_table.js

@@ -0,0 +1,26 @@
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = function(knex) {
+  return knex.schema.alterTable('bills', (table) => {
+    // Discount.
+    table.decimal('discount', 10, 2).nullable().after('amount');
+    table.string('discount_type').nullable().after('discount');
+
+    // Adjustment.
+    table.decimal('adjustment', 10, 2).nullable().after('discount_type');
+  });
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = function(knex) {
+  return knex.schema.alterTable('bills', (table) => {
+    table.dropColumn('discount');
+    table.dropColumn('discount_type');
+    table.dropColumn('adjustment');
+  });
+};

packages/server/src/database/migrations/20241128090222_add_discount_to_credit_notes_table.js

@@ -0,0 +1,23 @@
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = function(knex) {
+  return knex.schema.alterTable('credit_notes', (table) => {
+    table.decimal('discount', 10, 2).nullable().after('exchange_rate');
+    table.string('discount_type').nullable().after('discount');
+    table.decimal('adjustment', 10, 2).nullable().after('discount_type');
+  });
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = function(knex) {
+  return knex.schema.alterTable('credit_notes', (table) => {
+    table.dropColumn('discount');
+    table.dropColumn('discount_type');
+    table.dropColumn('adjustment');
+  });
+};

packages/server/src/database/migrations/20241128160604_add_discount_to_vendor_credits_table.js

@@ -0,0 +1,23 @@
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = function(knex) {
+  return knex.schema.alterTable('vendor_credits', (table) => {
+    table.decimal('discount', 10, 2).nullable().after('amount');
+    table.string('discount_type').nullable().after('discount');
+    table.decimal('adjustment', 10, 2).nullable().after('discount_type');
+  });
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = function(knex) {
+  return knex.schema.alterTable('vendor_credits', (table) => {
+    table.dropColumn('discount');
+    table.dropColumn('discount_type');
+    table.dropColumn('adjustment');
+  });
+};

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

@@ -31,6 +31,17 @@ export const PrepardExpenses = {
   predefined: true,
 };
 
+export const StripeClearingAccount = {
+  name: 'Stripe Clearing',
+  slug: 'stripe-clearing',
+  account_type: 'other-current-asset',
+  parent_account_id: null,
+  code: '100020',
+  active: true,
+  index: 1,
+  predefined: true, 
+}
+
 export default [
   {
     name: 'Bank Account',

packages/server/src/interfaces/Bill.ts

@@ -3,6 +3,7 @@ import { IDynamicListFilterDTO } from './DynamicFilter';
 import { IItemEntry, IItemEntryDTO } from './ItemEntry';
 import { IBillLandedCost } from './LandedCost';
 import { AttachmentLinkDTO } from './Attachments';
+import { DiscountType } from './SaleInvoice';
 
 export interface IBillDTO {
   vendorId: number;
@@ -22,6 +23,13 @@ export interface IBillDTO {
   projectId?: number;
   isInclusiveTax?: boolean;
   attachments?: AttachmentLinkDTO[];
+
+  // # Discount
+  discount?: number;
+  discountType?: DiscountType;
+
+  // # Adjustment
+  adjustment?: number;
 }
 
 export interface IBillEditDTO {

packages/server/src/interfaces/CashflowService.ts

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

packages/server/src/interfaces/CreditNote.ts

@@ -1,5 +1,5 @@
 import { Knex } from 'knex';
-import { IDynamicListFilter, IItemEntry } from '@/interfaces';
+import { DiscountType, IDynamicListFilter, IItemEntry } from '@/interfaces';
 import { ILedgerEntry } from './Ledger';
 import { AttachmentLinkDTO } from './Attachments';
 
@@ -23,6 +23,9 @@ export interface ICreditNoteNewDTO {
   branchId?: number;
   warehouseId?: number;
   attachments?: AttachmentLinkDTO[];
+  discount?: number;
+  discountType?: DiscountType;
+  adjustment?: number;
 }
 
 export interface ICreditNoteEditDTO {
@@ -62,6 +65,8 @@ export interface ICreditNote {
   branchId?: number;
   warehouseId: number;
   createdAt?: Date;
+  termsConditions: string;
+  note: string;
 }
 
 export enum CreditNoteAction {
@@ -258,3 +263,61 @@ export type ICreditNoteGLCommonEntry = Pick<
   | 'debit'
   | 'branchId'
 >;
+
+export interface CreditNotePdfTemplateAttributes {
+  // # Primary color
+  primaryColor: string;
+  secondaryColor: string;
+
+  // # Company logo
+  showCompanyLogo: boolean;
+  companyLogo: string;
+
+  // # Company name
+  companyName: string;
+
+  // # Customer Address
+  showCustomerAddress: boolean;
+  customerAddress: string;
+
+  // # Company address
+  showCompanyAddress: boolean;
+  companyAddress: string;
+  billedToLabel: string;
+
+  total: string;
+  totalLabel: string;
+  showTotal: boolean;
+
+  subtotal: string;
+  subtotalLabel: string;
+  showSubtotal: boolean;
+
+  showCustomerNote: boolean;
+  customerNote: string;
+  customerNoteLabel: string;
+
+  showTermsConditions: boolean;
+  termsConditions: string;
+  termsConditionsLabel: string;
+
+  lines: Array<{
+    item: string;
+    description: string;
+    rate: string;
+    quantity: string;
+    total: string;
+  }>;
+
+  showCreditNoteNumber: boolean;
+  creditNoteNumberLabel: string;
+  creditNoteNumebr: string;
+
+  creditNoteDate: string;
+  showCreditNoteDate: boolean;
+  creditNoteDateLabel: string;
+}
+
+export interface ICreditNoteState {
+  defaultTemplateId: number;
+}

packages/server/src/interfaces/Http.ts

@@ -4,4 +4,5 @@ export const ACCEPT_TYPE = {
   APPLICATION_JSON_TABLE: 'application/json+table',
   APPLICATION_XLSX: 'application/xlsx',
   APPLICATION_CSV: 'application/csv',
+  APPLICATION_TEXT_HTML: 'application/json+html',
 };

packages/server/src/interfaces/Mailable.ts

@@ -30,18 +30,15 @@ export interface AddressItem {
 }
 
 export interface CommonMailOptions {
-  toAddresses: AddressItem[];
-  fromAddresses: AddressItem[];
-  from: string;
-  to: string | string[];
+  from: Array<string>;
   subject: string;
-  body: string;
-  data?: Record<string, any>;
+  message: string;
+  to: Array<string>;
+  cc?: Array<string>;
+  bcc?: Array<string>;
+  formatArgs?: Record<string, any>;
+  toOptions: Array<AddressItem>;
+  fromOptions: Array<AddressItem>;
 }
 
-export interface CommonMailOptionsDTO {
-  to?: string | string[];
-  from?: string;
-  subject?: string;
-  body?: string;
-}
+export interface CommonMailOptionsDTO extends Partial<CommonMailOptions> {}

packages/server/src/interfaces/PaymentReceive.ts

@@ -25,6 +25,7 @@ export interface IPaymentReceived {
   updatedAt: Date;
   localAmount?: number;
   branchId?: number;
+  pdfTemplateId?: number;
 }
 export interface IPaymentReceivedCreateDTO {
   customerId: number;
@@ -176,7 +177,9 @@ export type IPaymentReceiveGLCommonEntry = Pick<
   | 'branchId'
 >;
 
-export interface PaymentReceiveMailOpts extends CommonMailOptions {}
+export interface PaymentReceiveMailOpts extends CommonMailOptions {
+  attachPdf?: boolean;
+}
 
 export interface PaymentReceiveMailOptsDTO extends CommonMailOptionsDTO {}
 
@@ -185,3 +188,59 @@ export interface PaymentReceiveMailPresendEvent {
   paymentReceiveId: number;
   messageOptions: PaymentReceiveMailOptsDTO;
 }
+
+export interface PaymentReceivedPdfLineItem {
+  item: string;
+  description: string;
+  rate: string;
+  quantity: string;
+  total: string;
+}
+
+export interface PaymentReceivedPdfTax {
+  label: string;
+  amount: string;
+}
+
+export interface PaymentReceivedPdfTemplateAttributes {
+  primaryColor: string;
+  secondaryColor: string;
+  showCompanyLogo: boolean;
+  companyLogo: string;
+  companyName: string;
+
+  // Customer Address
+  showCustomerAddress: boolean;
+  customerAddress: string;
+
+  // Company address
+  showCompanyAddress: boolean;
+  companyAddress: string;
+  billedToLabel: string;
+
+  total: string;
+  totalLabel: string;
+  showTotal: boolean;
+
+  subtotal: string;
+  subtotalLabel: string;
+  showSubtotal: boolean;
+
+  lines: Array<{
+    invoiceNumber: string;
+    invoiceAmount: string;
+    paidAmount: string;
+  }>;
+
+  showPaymentReceivedNumber: boolean;
+  paymentReceivedNumberLabel: string;
+  paymentReceivedNumebr: string;
+
+  paymentReceivedDate: string;
+  showPaymentReceivedDate: boolean;
+  paymentReceivedDateLabel: string;
+}
+
+export interface IPaymentReceivedState {
+  defaultTemplateId: number;
+}

packages/server/src/interfaces/SaleEstimate.ts

@@ -3,6 +3,7 @@ import { IItemEntry, IItemEntryDTO } from './ItemEntry';
 import { IDynamicListFilterDTO } from '@/interfaces/DynamicFilter';
 import { CommonMailOptions, CommonMailOptionsDTO } from './Mailable';
 import { AttachmentLinkDTO } from './Attachments';
+import { DiscountType } from './SaleInvoice';
 
 export interface ISaleEstimate {
   id?: number;
@@ -24,6 +25,14 @@ export interface ISaleEstimate {
 
   branchId?: number;
   warehouseId?: number;
+
+  total?: number;
+  totalLocal?: number;
+
+  discountAmount?: number;
+  discountPercentage?: number | null;
+
+  adjustment?: number;
 }
 export interface ISaleEstimateDTO {
   customerId: number;
@@ -40,6 +49,13 @@ export interface ISaleEstimateDTO {
   branchId?: number;
   warehouseId?: number;
   attachments?: AttachmentLinkDTO[];
+
+  // # Discount
+  discount?: number;
+  discountType?: DiscountType;
+
+  // # Adjustment
+  adjustment?: number;
 }
 
 export interface ISalesEstimatesFilter extends IDynamicListFilterDTO {
@@ -143,3 +159,7 @@ export interface ISaleEstimateMailPresendEvent {
   saleEstimateId: number;
   messageOptions: SaleEstimateMailOptionsDTO;
 }
+
+export interface ISaleEstimateState {
+  defaultTemplateId: number;
+}

packages/server/src/interfaces/SaleInvoice.ts

@@ -5,6 +5,34 @@ import { IDynamicListFilter } from '@/interfaces/DynamicFilter';
 import { IItemEntry, IItemEntryDTO } from './ItemEntry';
 import { AttachmentLinkDTO } from './Attachments';
 
+export interface PaymentIntegrationTransactionLink {
+  id: number;
+  enable: true;
+  paymentIntegrationId: number;
+  referenceType: string;
+  referenceId: number;
+}
+
+export interface PaymentIntegrationTransactionLinkEventPayload {
+  tenantId: number;
+  enable: true;
+  paymentIntegrationId: number;
+  referenceType: string;
+  referenceId: number;
+  saleInvoiceId: number;
+  trx?: Knex.Transaction;
+}
+
+export interface PaymentIntegrationTransactionLinkDeleteEventPayload {
+  tenantId: number;
+  enable: true;
+  paymentIntegrationId: number;
+  referenceType: string;
+  referenceId: number;
+  oldSaleInvoiceId: number;
+  trx?: Knex.Transaction;
+}
+
 export interface ISaleInvoice {
   id: number;
   amount: number;
@@ -45,6 +73,18 @@ export interface ISaleInvoice {
   subtotal: number;
   subtotalLocal: number;
   subtotalExludingTax: number;
+
+  termsConditions: string;
+  invoiceMessage: string;
+
+  pdfTemplateId?: number;
+
+  paymentMethods?: Array<PaymentIntegrationTransactionLink>;
+}
+
+export enum DiscountType {
+  Percentage = 'percentage',
+  Amount = 'amount',
 }
 
 export interface ISaleInvoiceDTO {
@@ -67,6 +107,13 @@ export interface ISaleInvoiceDTO {
   isInclusiveTax?: boolean;
 
   attachments?: AttachmentLinkDTO[];
+
+  // # Discount
+  discount?: number;
+  discountType?: DiscountType;
+
+  // # Adjustments
+  adjustments?: string;
 }
 
 export interface ISaleInvoiceCreateDTO extends ISaleInvoiceDTO {
@@ -131,7 +178,13 @@ export interface ISaleInvoiceEditingPayload {
 
 export interface ISaleInvoiceDeletePayload {
   tenantId: number;
-  saleInvoice: ISaleInvoice;
+  oldSaleInvoice: ISaleInvoice;
+  saleInvoiceId: number;
+}
+
+export interface ISaleInvoiceDeletingPayload {
+  tenantId: number;
+  oldSaleInvoice: ISaleInvoice;
   saleInvoiceId: number;
   trx: Knex.Transaction;
 }
@@ -193,7 +246,32 @@ export enum SaleInvoiceAction {
 }
 
 export interface SaleInvoiceMailOptions extends CommonMailOptions {
-  attachInvoice: boolean;
+  attachInvoice?: boolean;
+  formatArgs?: Record<string, any>;
+}
+
+export interface SaleInvoiceMailState extends SaleInvoiceMailOptions {
+  invoiceNo: string;
+
+  invoiceDate: string;
+  invoiceDateFormatted: string;
+
+  dueDate: string;
+  dueDateFormatted: string;
+
+  total: number;
+  totalFormatted: string;
+
+  subtotal: number;
+  subtotalFormatted: number;
+
+  companyName: string;
+  companyLogoUri: string;
+
+  customerName: string;
+
+  // # Invoice entries
+  entries?: Array<{ label: string; total: string; quantity: string | number }>;
 }
 
 export interface SendInvoiceMailDTO extends CommonMailOptionsDTO {
@@ -210,6 +288,7 @@ export interface ISaleInvoiceMailSend {
   tenantId: number;
   saleInvoiceId: number;
   messageOptions: SendInvoiceMailDTO;
+  formattedMessageOptions: SaleInvoiceMailOptions;
 }
 
 export interface ISaleInvoiceMailSent {
@@ -217,3 +296,89 @@ export interface ISaleInvoiceMailSent {
   saleInvoiceId: number;
   messageOptions: SendInvoiceMailDTO;
 }
+
+// Invoice Pdf Document
+export interface InvoicePdfLine {
+  item: string;
+  description: string;
+  rate: string;
+  quantity: string;
+  total: string;
+}
+
+export interface InvoicePdfTax {
+  label: string;
+  amount: string;
+}
+
+export interface InvoicePdfTemplateAttributes {
+  primaryColor: string;
+  secondaryColor: string;
+
+  companyName: string;
+
+  showCompanyLogo: boolean;
+  companyLogo: string;
+
+  dueDate: string;
+  dueDateLabel: string;
+  showDueDate: boolean;
+
+  dateIssue: string;
+  dateIssueLabel: string;
+  showDateIssue: boolean;
+
+  invoiceNumberLabel: string;
+  invoiceNumber: string;
+  showInvoiceNumber: boolean;
+
+  // Customer Address
+  showCustomerAddress: boolean;
+  customerAddress: string;
+
+  // Company address
+  showCompanyAddress: boolean;
+  companyAddress: string;
+  billedToLabel: string;
+
+  lineItemLabel: string;
+  lineDescriptionLabel: string;
+  lineRateLabel: string;
+  lineTotalLabel: string;
+
+  totalLabel: string;
+  subtotalLabel: string;
+  discountLabel: string;
+  paymentMadeLabel: string;
+
+  showTotal: boolean;
+  showSubtotal: boolean;
+  showDiscount: boolean;
+  showTaxes: boolean;
+  showPaymentMade: boolean;
+
+  total: string;
+  subtotal: string;
+  discount: string;
+  paymentMade: string;
+
+  // Due Amount
+  dueAmount: string;
+  showDueAmount: boolean;
+  dueAmountLabel: string;
+
+  termsConditionsLabel: string;
+  showTermsConditions: boolean;
+  termsConditions: string;
+
+  lines: InvoicePdfLine[];
+  taxes: InvoicePdfTax[];
+
+  statementLabel: string;
+  showStatement: boolean;
+  statement: string;
+}
+
+export interface ISaleInvocieState {
+  defaultTemplateId: number;
+}

packages/server/src/interfaces/SaleReceipt.ts

@@ -2,6 +2,7 @@ import { Knex } from 'knex';
 import { IItemEntry } from './ItemEntry';
 import { CommonMailOptions, CommonMailOptionsDTO } from './Mailable';
 import { AttachmentLinkDTO } from './Attachments';
+import { DiscountType } from './SaleInvoice';
 
 export interface ISaleReceipt {
   id?: number;
@@ -27,6 +28,17 @@ export interface ISaleReceipt {
 
   localAmount?: number;
   entries?: IItemEntry[];
+
+  subtotal?: number;
+  subtotalLocal?: number;
+
+  total?: number;
+  totalLocal?: number;
+
+  discountAmount: number;
+  discountPercentage?: number | null;
+  
+  adjustment?: number;
 }
 
 export interface ISalesReceiptsFilter {
@@ -47,6 +59,11 @@ export interface ISaleReceiptDTO {
   entries: any[];
   branchId?: number;
   attachments?: AttachmentLinkDTO[];
+
+  discount?: number;
+  discountType?: DiscountType;
+  
+  adjustment?: number;
 }
 
 export interface ISalesReceiptsService {
@@ -155,3 +172,64 @@ export interface ISaleReceiptMailPresend {
   saleReceiptId: number;
   messageOptions: SaleReceiptMailOptsDTO;
 }
+
+export interface ISaleReceiptBrandingTemplateAttributes {
+  primaryColor: string;
+  secondaryColor: string;
+  showCompanyLogo: boolean;
+  companyLogo: string;
+  companyName: string;
+
+  // Customer Address
+  showCustomerAddress: boolean;
+  customerAddress: string;
+
+  // Company address
+  showCompanyAddress: boolean;
+  companyAddress: string;
+  billedToLabel: string;
+
+  // Total
+  total: string;
+  totalLabel: string;
+  showTotal: boolean;
+
+  // Subtotal
+  subtotal: string;
+  subtotalLabel: string;
+  showSubtotal: boolean;
+
+  // Customer Note
+  showCustomerNote: boolean;
+  customerNote: string;
+  customerNoteLabel: string;
+
+  // Terms & Conditions
+  showTermsConditions: boolean;
+  termsConditions: string;
+  termsConditionsLabel: string;
+
+  // Lines
+  lines: Array<{
+    item: string;
+    description: string;
+    rate: string;
+    quantity: string;
+    total: string;
+  }>;
+
+  // Receipt Number
+  showReceiptNumber: boolean;
+  receiptNumberLabel: string;
+  receiptNumebr: string;
+
+  // Receipt Date
+  receiptDate: string;
+  showReceiptDate: boolean;
+  receiptDateLabel: string;
+}
+
+
+export interface ISaleReceiptState {
+  defaultTemplateId: number;
+}

packages/server/src/interfaces/Setup.ts

@@ -18,14 +18,26 @@ export interface IOrganizationBuildDTO {
   dateFormat?: string;
 }
 
+interface OrganizationAddressDTO {
+  address1: string;
+  address2: string;
+  postalCode: string;
+  city: string;
+  stateProvince: string;
+  phone: string;
+}
+
 export interface IOrganizationUpdateDTO {
   name: string;
-  location: string;
-  baseCurrency: string;
-  timezone: string;
-  fiscalYear: string;
-  industry: string;
-  taxNumber: string;
+  location?: string;
+  baseCurrency?: string;
+  timezone?: string;
+  fiscalYear?: string;
+  industry?: string;
+  taxNumber?: string;
+  primaryColor?: string;
+  logoKey?: string;
+  address?: OrganizationAddressDTO;
 }
 
 export interface IOrganizationBuildEventPayload {
@@ -36,4 +48,4 @@ export interface IOrganizationBuildEventPayload {
 
 export interface IOrganizationBuiltEventPayload {
   tenantId: number;
-}
+}

packages/server/src/interfaces/StripePayment.ts

@@ -0,0 +1,20 @@
+export interface StripePaymentLinkCreatedEventPayload {
+  tenantId: number;
+  paymentLinkId: string;
+  saleInvoiceId: number;
+  stripeIntegrationId: number;
+}
+
+export interface StripeCheckoutSessionCompletedEventPayload {
+  event: any;
+}
+
+export interface StripeInvoiceCheckoutSessionPOJO {
+  sessionId: string;
+  publishableKey: string;
+  redirectTo: string;
+}
+
+export interface StripeWebhookEventPayload {
+  event: any;
+}

packages/server/src/interfaces/VendorCredit.ts

@@ -1,4 +1,4 @@
-import { IDynamicListFilter, IItemEntry, IItemEntryDTO } from '@/interfaces';
+import { DiscountType, IDynamicListFilter, IItemEntry, IItemEntryDTO } from '@/interfaces';
 import { Knex } from 'knex';
 import { AttachmentLinkDTO } from './Attachments';
 
@@ -63,6 +63,11 @@ export interface IVendorCreditDTO {
   branchId?: number;
   warehouseId?: number;
   attachments?: AttachmentLinkDTO[];
+
+  discount?: number;
+  discountType?: DiscountType;
+  
+  adjustment?: number;
 }
 
 export interface IVendorCreditCreateDTO extends IVendorCreditDTO {}

packages/server/src/lib/Mail/index.ts

@@ -9,6 +9,9 @@ export default class Mail {
   subject: string = '';
   content: string = '';
   to: string | string[];
+  cc: string | string[];
+  bcc: string | string[];
+  replyTo: string | string[];
   from: string = `${process.env.MAIL_FROM_NAME} ${process.env.MAIL_FROM_ADDRESS}`;
   data: { [key: string]: string | number };
   attachments: IMailAttachment[];
@@ -20,9 +23,12 @@ export default class Mail {
     return {
       to: this.to,
       from: this.from,
+      cc: this.cc,
+      bcc: this.bcc,
       subject: this.subject,
       html: this.html,
       attachments: this.attachments,
+      replyTo: this.replyTo,
     };
   }
 
@@ -60,6 +66,21 @@ export default class Mail {
     return this;
   }
 
+  setCC(cc: string | string[]) {
+    this.cc = cc;
+    return this;
+  }
+
+  setBCC(bcc: string | string[]) {
+    this.bcc = bcc;
+    return this;
+  }
+
+  setReplyTo(replyTo: string | string[]) {
+    this.replyTo = replyTo;
+    return this;
+  }
+
   /**
    * Sets from address to the mail.
    * @param {string} from
@@ -72,7 +93,7 @@ export default class Mail {
 
   /**
    * Set attachments to the mail.
-   * @param {IMailAttachment[]} attachments 
+   * @param {IMailAttachment[]} attachments
    * @returns {Mail}
    */
   setAttachments(attachments: IMailAttachment[]) {

packages/server/src/loaders/eventEmitter.ts

@@ -117,8 +117,10 @@ import { DisconnectPlaidItemOnAccountDeleted } from '@/services/Banking/BankAcco
 import { LoopsEventsSubscriber } from '@/services/Loops/LoopsEventsSubscriber';
 import { DeleteUncategorizedTransactionsOnAccountDeleting } from '@/services/Banking/BankAccounts/events/DeleteUncategorizedTransactionsOnAccountDeleting';
 import { SeedInitialDemoAccountDataOnOrgBuild } from '@/services/OneClickDemo/events/SeedInitialDemoAccountData';
-import { TriggerInvalidateCacheOnSubscriptionChange } from '@/services/Subscription/events/TriggerInvalidateCacheOnSubscriptionChange';
 import { EventsTrackerListeners } from '@/services/EventsTracker/events/events';
+import { InvoicePaymentIntegrationSubscriber } from '@/services/Sales/Invoices/subscribers/InvoicePaymentIntegrationSubscriber';
+import { StripeWebhooksSubscriber } from '@/services/StripePayment/events/StripeWebhooksSubscriber';
+import { SeedStripeAccountsOnOAuthGrantedSubscriber } from '@/services/StripePayment/events/SeedStripeAccounts';
 
 export default () => {
   return new EventPublisher();
@@ -252,7 +254,6 @@ export const susbcribers = () => {
     // Subscription
     SubscribeFreeOnSignupCommunity,
     SendVerfiyMailOnSignUp,
-    TriggerInvalidateCacheOnSubscriptionChange,
 
     // Attachments
     AttachmentsOnSaleInvoiceCreated,
@@ -291,6 +292,11 @@ export const susbcribers = () => {
     // Demo Account
     SeedInitialDemoAccountDataOnOrgBuild,
 
+    // Stripe Payment
+    InvoicePaymentIntegrationSubscriber,
+    StripeWebhooksSubscriber,
+    SeedStripeAccountsOnOAuthGrantedSubscriber,
+
     ...EventsTrackerListeners
   ];
 };

packages/server/src/loaders/tenantModels.ts

@@ -68,6 +68,9 @@ import { BankRule } from '@/models/BankRule';
 import { BankRuleCondition } from '@/models/BankRuleCondition';
 import { RecognizedBankTransaction } from '@/models/RecognizedBankTransaction';
 import { MatchedBankTransaction } from '@/models/MatchedBankTransaction';
+import { PdfTemplate } from '@/models/PdfTemplate';
+import { PaymentIntegration } from '@/models/PaymentIntegration';
+import { TransactionPaymentServiceEntry } from '@/models/TransactionPaymentServiceEntry';
 
 export default (knex) => {
   const models = {
@@ -139,6 +142,9 @@ export default (knex) => {
     BankRuleCondition,
     RecognizedBankTransaction,
     MatchedBankTransaction,
+    PdfTemplate,
+    PaymentIntegration,
+    TransactionPaymentServiceEntry,
   };
   return mapValues(models, (model) => model.bindKnex(knex));
 };

packages/server/src/models/Bill.ts

@@ -1,5 +1,5 @@
 import { Model, raw, mixin } from 'objection';
-import { castArray, difference } from 'lodash';
+import { castArray, defaultTo, difference } from 'lodash';
 import moment from 'moment';
 import TenantModel from 'models/TenantModel';
 import BillSettings from './Bill.Settings';
@@ -7,6 +7,7 @@ import ModelSetting from './ModelSetting';
 import CustomViewBaseModel from './CustomViewBaseModel';
 import { DEFAULT_VIEWS } from '@/services/Purchases/Bills/constants';
 import ModelSearchable from './ModelSearchable';
+import { DiscountType } from '@/interfaces';
 
 export default class Bill extends mixin(TenantModel, [
   ModelSetting,
@@ -21,6 +22,11 @@ export default class Bill extends mixin(TenantModel, [
   public taxAmountWithheld: number;
   public exchangeRate: number;
 
+  public discount: number;
+  public discountType: DiscountType;
+
+  public adjustment: number;
+
   /**
    * Timestamps columns.
    */
@@ -47,6 +53,10 @@ export default class Bill extends mixin(TenantModel, [
       'localAllocatedCostAmount',
       'billableAmount',
       'amountLocal',
+
+      'discountAmount',
+      'discountPercentage',
+
       'subtotal',
       'subtotalLocal',
       'subtotalExludingTax',
@@ -98,14 +108,37 @@ export default class Bill extends mixin(TenantModel, [
     return this.taxAmountWithheld * this.exchangeRate;
   }
 
+  /**
+   * Discount amount.
+   * @returns {number}
+   */
+  get discountAmount() {
+    return this.discountType === DiscountType.Amount
+      ? this.discount
+      : this.subtotal * (this.discount / 100);
+  }
+
+  /**
+   * Discount percentage.
+   * @returns {number | null}
+   */
+  get discountPercentage(): number | null {
+    return this.discountType === DiscountType.Percentage ? this.discount : null;
+  }
+
   /**
    * Invoice total. (Tax included)
    * @returns {number}
    */
   get total() {
+    const adjustmentAmount = defaultTo(this.adjustment, 0);
+
     return this.isInclusiveTax
-      ? this.subtotal
-      : this.subtotal + this.taxAmountWithheld;
+      ? this.subtotal - this.discountAmount - adjustmentAmount
+      : this.subtotal +
+          this.taxAmountWithheld -
+          this.discountAmount -
+          adjustmentAmount;
   }
 
   /**

packages/server/src/models/CreditNote.ts

@@ -5,12 +5,20 @@ import CustomViewBaseModel from './CustomViewBaseModel';
 import { DEFAULT_VIEWS } from '@/services/CreditNotes/constants';
 import ModelSearchable from './ModelSearchable';
 import CreditNoteMeta from './CreditNote.Meta';
+import { DiscountType } from '@/interfaces';
 
 export default class CreditNote extends mixin(TenantModel, [
   ModelSetting,
   CustomViewBaseModel,
   ModelSearchable,
 ]) {
+  public amount: number;
+  public exchangeRate: number;
+  public openedAt: Date;
+  public discount: number;
+  public discountType: DiscountType;
+  public adjustment: number;
+
   /**
    * Table name
    */
@@ -35,8 +43,18 @@ export default class CreditNote extends mixin(TenantModel, [
       'isPublished',
       'isOpen',
       'isClosed',
+
       'creditsRemaining',
       'creditsUsed',
+
+      'subtotal',
+      'subtotalLocal',
+
+      'discountAmount',
+      'discountPercentage',
+
+      'total',
+      'totalLocal',
     ];
   }
 
@@ -48,6 +66,58 @@ export default class CreditNote extends mixin(TenantModel, [
     return this.amount * this.exchangeRate;
   }
 
+  /**
+   * Credit note subtotal.
+   * @returns {number}
+   */
+  get subtotal() {
+    return this.amount;
+  }
+
+  /**
+   * Credit note subtotal in local currency.
+   * @returns {number}
+   */
+  get subtotalLocal() {
+    return this.subtotal * this.exchangeRate;
+  }
+
+  /**
+   * Discount amount.
+   * @returns {number}
+   */
+  get discountAmount() {
+    return this.discountType === DiscountType.Amount
+      ? this.discount
+      : this.subtotal * (this.discount / 100);
+  }
+
+  /**
+   * Discount percentage.
+   * @returns {number | null}
+   */
+  get discountPercentage(): number | null {
+    return this.discountType === DiscountType.Percentage
+      ? this.discount
+      : null;
+  }
+
+  /**
+   * Credit note total.
+   * @returns {number}
+   */
+  get total() {
+    return this.subtotal - this.discountAmount - this.adjustment;
+  }
+
+  /**
+   * Credit note total in local currency.
+   * @returns {number}
+   */
+  get totalLocal() {
+    return this.total * this.exchangeRate;
+  }
+
   /**
    * Detarmines whether the credit note is draft.
    * @returns {boolean}
@@ -176,6 +246,7 @@ export default class CreditNote extends mixin(TenantModel, [
     const Branch = require('models/Branch');
     const Document = require('models/Document');
     const Warehouse = require('models/Warehouse');
+    const { PdfTemplate } = require('models/PdfTemplate');
 
     return {
       /**
@@ -266,6 +337,18 @@ export default class CreditNote extends mixin(TenantModel, [
           query.where('model_ref', 'CreditNote');
         },
       },
+
+      /**
+       * Credit note may belongs to pdf branding template.
+       */
+      pdfTemplate: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: PdfTemplate,
+        join: {
+          from: 'credit_notes.pdfTemplateId',
+          to: 'pdf_templates.id',
+        },
+      },
     };
   }
 

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

@@ -294,7 +294,7 @@ export default {
       name: 'item.field.note',
       fieldType: 'text',
     },
-    category: {
+    categoryId: {
       name: 'item.field.category',
       fieldType: 'relation',
       relationModel: 'ItemCategory',

packages/server/src/models/PaymentIntegration.ts

@@ -0,0 +1,61 @@
+import { Model } from 'objection';
+import TenantModel from 'models/TenantModel';
+
+export class PaymentIntegration extends Model {
+  paymentEnabled!: boolean;
+  payoutEnabled!: boolean;
+
+  static get tableName() {
+    return 'payment_integrations';
+  }
+
+  static get idColumn() {
+    return 'id';
+  }
+
+  static get virtualAttributes() {
+    return ['fullEnabled'];
+  }
+
+  static get jsonAttributes() {
+    return ['options'];
+  }
+
+  get fullEnabled() {
+    return this.paymentEnabled && this.payoutEnabled;
+  }
+
+  static get modifiers() {
+    return {
+      /**
+       * Query to filter enabled payment and payout.
+       */
+      fullEnabled(query) {
+        query.where('paymentEnabled', true).andWhere('payoutEnabled', true);
+      },
+    };
+  }
+
+  static get jsonSchema() {
+    return {
+      type: 'object',
+      required: ['name', 'service'],
+      properties: {
+        id: { type: 'integer' },
+        service: { type: 'string' },
+        paymentEnabled: { type: 'boolean' },
+        payoutEnabled: { type: 'boolean' },
+        accountId: { type: 'string' },
+        options: {
+          type: 'object',
+          properties: {
+            bankAccountId: { type: 'number' },
+            clearingAccountId: { type: 'number' },
+          },
+        },
+        createdAt: { type: 'string', format: 'date-time' },
+        updatedAt: { type: 'string', format: 'date-time' },
+      },
+    };
+  }
+}

packages/server/src/models/PaymentReceive.ts

@@ -11,6 +11,10 @@ export default class PaymentReceive extends mixin(TenantModel, [
   CustomViewBaseModel,
   ModelSearchable,
 ]) {
+  amount!: number;
+  paymentAmount!: number;
+  exchangeRate!: number;
+
   /**
    * Table name.
    */
@@ -29,7 +33,7 @@ export default class PaymentReceive extends mixin(TenantModel, [
    * Virtual attributes.
    */
   static get virtualAttributes() {
-    return ['localAmount'];
+    return ['localAmount', 'total'];
   }
 
   /**
@@ -40,6 +44,14 @@ export default class PaymentReceive extends mixin(TenantModel, [
     return this.amount * this.exchangeRate;
   }
 
+  /**
+   * Payment receive total.
+   * @returns {number}
+   */
+  get total() {
+    return this.paymentAmount;
+  }
+
   /**
    * Resourcable model.
    */
@@ -57,6 +69,7 @@ export default class PaymentReceive extends mixin(TenantModel, [
     const Account = require('models/Account');
     const Branch = require('models/Branch');
     const Document = require('models/Document');
+    const { PdfTemplate } = require('models/PdfTemplate');
 
     return {
       customer: {
@@ -131,6 +144,18 @@ export default class PaymentReceive extends mixin(TenantModel, [
           query.where('model_ref', 'PaymentReceive');
         },
       },
+
+      /**
+       * Payment received may belongs to pdf branding template.
+       */
+      pdfTemplate: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: PdfTemplate,
+        join: {
+          from: 'payment_receives.pdfTemplateId',
+          to: 'pdf_templates.id',
+        },
+      },
     };
   }
 

packages/server/src/models/PdfTemplate.ts

@@ -0,0 +1,72 @@
+import { getUploadedObjectUri } from '@/services/Attachments/utils';
+import TenantModel from 'models/TenantModel';
+
+export class PdfTemplate extends TenantModel {
+  public readonly attributes: Record<string, any>;
+
+  /**
+   * Table name.
+   */
+  static get tableName() {
+    return 'pdf_templates';
+  }
+
+  /**
+   * Timestamps columns.
+   */
+  get timestamps() {
+    return ['createdAt', 'updatedAt'];
+  }
+
+  /**
+   * Json schema.
+   */
+  static get jsonSchema() {
+    return {
+      type: 'object',
+      properties: {
+        id: { type: 'integer' },
+        templateName: { type: 'string' },
+        attributes: { type: 'object' }, // JSON field definition
+      },
+    };
+  }
+
+  /**
+   * Model modifiers.
+   */
+  static get modifiers() {
+    return {
+      /**
+       * Filters the due invoices.
+       */
+      default(query) {
+        query.where('default', true);
+      },
+    };
+  }
+
+  /**
+   * Virtual attributes.
+   */
+  static get virtualAttributes() {
+    return ['companyLogoUri'];
+  }
+
+  /**
+   * Retrieves the company logo uri.
+   * @returns {string}
+   */
+  get companyLogoUri() {
+    return this.attributes?.companyLogoKey
+      ? getUploadedObjectUri(this.attributes.companyLogoKey)
+      : '';
+  }
+
+  /**
+   * Relationship mapping.
+   */
+  static get relationMappings() {
+    return {};
+  }
+}

packages/server/src/models/SaleEstimate.ts

@@ -7,12 +7,30 @@ import ModelSetting from './ModelSetting';
 import CustomViewBaseModel from './CustomViewBaseModel';
 import { DEFAULT_VIEWS } from '@/services/Sales/Estimates/constants';
 import ModelSearchable from './ModelSearchable';
+import { DiscountType } from '@/interfaces';
+import { defaultTo } from 'lodash';
 
 export default class SaleEstimate extends mixin(TenantModel, [
   ModelSetting,
   CustomViewBaseModel,
   ModelSearchable,
 ]) {
+  public amount: number;
+  public exchangeRate: number;
+
+  public discount: number;
+  public discountType: DiscountType;
+
+  public adjustment: number;
+
+  public expirationDate!: string;
+  public deliveredAt!: string | null;
+  public approvedAt!: string | null;
+  public rejectedAt!: string | null;
+
+  public convertedToInvoiceId!: number | null;
+  public convertedToInvoiceAt!: string | null;
+
   /**
    * Table name
    */
@@ -33,6 +51,12 @@ export default class SaleEstimate extends mixin(TenantModel, [
   static get virtualAttributes() {
     return [
       'localAmount',
+      'discountAmount',
+      'discountPercentage',
+      'total',
+      'totalLocal',
+      'subtotal',
+      'subtotalLocal',
       'isDelivered',
       'isExpired',
       'isConvertedToInvoice',
@@ -49,6 +73,60 @@ export default class SaleEstimate extends mixin(TenantModel, [
     return this.amount * this.exchangeRate;
   }
 
+  /**
+   * Estimate subtotal.
+   * @returns {number}
+   */
+  get subtotal() {
+    return this.amount;;
+  }
+
+  /**
+   * Estimate subtotal in local currency.
+   * @returns {number}
+   */
+  get subtotalLocal() {
+    return this.localAmount;
+  }
+
+  /**
+   * Discount amount.
+   * @returns {number}
+   */ 
+  get discountAmount() {
+    return this.discountType === DiscountType.Amount
+      ? this.discount
+      : this.subtotal * (this.discount / 100);
+  }
+
+  /**
+   * Discount percentage.
+   * @returns {number | null}
+   */
+  get discountPercentage(): number | null {
+    return this.discountType === DiscountType.Percentage
+      ? this.discount
+      : null;
+  }
+
+  /**
+   * Estimate total.
+   * @returns {number}
+   */
+  get total() {
+    const adjustmentAmount = defaultTo(this.adjustment, 0);
+
+    return this.subtotal - this.discountAmount - adjustmentAmount;
+  }
+
+  /**
+   * Estimate total in local currency.
+   * @returns {number}
+   */
+  get totalLocal() {
+    return this.total * this.exchangeRate;
+  }
+
   /**
    * Detarmines whether the sale estimate converted to sale invoice.
    * @return {boolean}
@@ -184,6 +262,7 @@ export default class SaleEstimate extends mixin(TenantModel, [
     const Branch = require('models/Branch');
     const Warehouse = require('models/Warehouse');
     const Document = require('models/Document');
+    const { PdfTemplate } = require('models/PdfTemplate');
 
     return {
       customer: {
@@ -252,6 +331,18 @@ export default class SaleEstimate extends mixin(TenantModel, [
           query.where('model_ref', 'SaleEstimate');
         },
       },
+
+      /**
+       * Sale estimate may belongs to pdf branding template.
+       */
+      pdfTemplate: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: PdfTemplate,
+        join: {
+          from: 'sales_estimates.pdfTemplateId',
+          to: 'pdf_templates.id',
+        },
+      },
     };
   }
 

packages/server/src/models/SaleInvoice.ts

@@ -1,5 +1,5 @@
 import { mixin, Model, raw } from 'objection';
-import { castArray, takeWhile } from 'lodash';
+import { castArray, defaultTo, takeWhile } from 'lodash';
 import moment from 'moment';
 import TenantModel from 'models/TenantModel';
 import ModelSetting from './ModelSetting';
@@ -7,6 +7,7 @@ import SaleInvoiceMeta from './SaleInvoice.Settings';
 import CustomViewBaseModel from './CustomViewBaseModel';
 import { DEFAULT_VIEWS } from '@/services/Sales/Invoices/constants';
 import ModelSearchable from './ModelSearchable';
+import { DiscountType } from '@/interfaces';
 
 export default class SaleInvoice extends mixin(TenantModel, [
   ModelSetting,
@@ -23,6 +24,9 @@ export default class SaleInvoice extends mixin(TenantModel, [
   public writtenoffAt: Date;
   public dueDate: Date;
   public deliveredAt: Date;
+  public discount: number;
+  public discountType: DiscountType;
+  public adjustment: number | null;
 
   /**
    * Table name
@@ -67,6 +71,9 @@ export default class SaleInvoice extends mixin(TenantModel, [
       'subtotalExludingTax',
 
       'taxAmountWithheldLocal',
+      'discountAmount',
+      'discountPercentage',
+
       'total',
       'totalLocal',
 
@@ -125,14 +132,37 @@ export default class SaleInvoice extends mixin(TenantModel, [
     return this.taxAmountWithheld * this.exchangeRate;
   }
 
+  /**
+   * Discount amount.
+   * @returns {number}
+   */
+  get discountAmount() {
+    return this.discountType === DiscountType.Amount
+      ? this.discount
+      : this.subtotal * (this.discount / 100);
+  }
+
+  /**
+   * Discount percentage.
+   * @returns {number | null}
+   */
+  get discountPercentage(): number | null {
+    return this.discountType === DiscountType.Percentage
+      ? this.discount
+      : null;
+  }
+
   /**
    * Invoice total. (Tax included)
    * @returns {number}
    */
   get total() {
+    const adjustmentAmount = defaultTo(this.adjustment, 0);
+    const differencies = this.discountAmount + adjustmentAmount;
+
     return this.isInclusiveTax
-      ? this.subtotal
-      : this.subtotal + this.taxAmountWithheld;
+      ? this.subtotal - differencies
+      : this.subtotal + this.taxAmountWithheld - differencies;
   }
 
   /**
@@ -413,6 +443,10 @@ export default class SaleInvoice extends mixin(TenantModel, [
     const TaxRateTransaction = require('models/TaxRateTransaction');
     const Document = require('models/Document');
     const { MatchedBankTransaction } = require('models/MatchedBankTransaction');
+    const {
+      TransactionPaymentServiceEntry,
+    } = require('models/TransactionPaymentServiceEntry');
+    const { PdfTemplate } = require('models/PdfTemplate');
 
     return {
       /**
@@ -509,7 +543,7 @@ export default class SaleInvoice extends mixin(TenantModel, [
         join: {
           from: 'sales_invoices.warehouseId',
           to: 'warehouses.id',
-        }
+        },
       },
 
       /**
@@ -566,12 +600,42 @@ export default class SaleInvoice extends mixin(TenantModel, [
         modelClass: MatchedBankTransaction,
         join: {
           from: 'sales_invoices.id',
-          to: "matched_bank_transactions.referenceId",
+          to: 'matched_bank_transactions.referenceId',
         },
         filter(query) {
           query.where('reference_type', 'SaleInvoice');
         },
       },
+
+      /**
+       * Sale invoice may belongs to payment methods entries.
+       */
+      paymentMethods: {
+        relation: Model.HasManyRelation,
+        modelClass: TransactionPaymentServiceEntry,
+        join: {
+          from: 'sales_invoices.id',
+          to: 'transactions_payment_methods.referenceId',
+        },
+        beforeInsert: (model) => {
+          model.referenceType = 'SaleInvoice';
+        },
+        filter: (query) => {
+          query.where('reference_type', 'SaleInvoice');
+        },
+      },
+
+      /**
+       * Sale invoice may belongs to pdf branding template.
+       */
+      pdfTemplate: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: PdfTemplate,
+        join: {
+          from: 'sales_invoices.pdfTemplateId',
+          to: 'pdf_templates.id',
+        },
+      },
     };
   }
 

packages/server/src/models/SaleReceipt.ts

@@ -5,12 +5,23 @@ import SaleReceiptSettings from './SaleReceipt.Settings';
 import CustomViewBaseModel from './CustomViewBaseModel';
 import { DEFAULT_VIEWS } from '@/services/Sales/Receipts/constants';
 import ModelSearchable from './ModelSearchable';
+import { DiscountType } from '@/interfaces';
+import { defaultTo } from 'lodash';
 
 export default class SaleReceipt extends mixin(TenantModel, [
   ModelSetting,
   CustomViewBaseModel,
   ModelSearchable,
 ]) {
+  public amount: number;
+  public exchangeRate: number;
+  public closedAt: Date;
+
+  public discount: number;
+  public discountType: DiscountType;
+
+  public adjustment: number;
+
   /**
    * Table name
    */
@@ -29,7 +40,21 @@ export default class SaleReceipt extends mixin(TenantModel, [
    * Virtual attributes.
    */
   static get virtualAttributes() {
-    return ['localAmount', 'isClosed', 'isDraft'];
+    return [
+      'localAmount',
+
+      'subtotal',
+      'subtotalLocal',
+
+      'total',
+      'totalLocal',
+
+      'discountAmount',
+      'discountPercentage',
+
+      'isClosed',
+      'isDraft',
+    ];
   }
 
   /**
@@ -40,6 +65,60 @@ export default class SaleReceipt extends mixin(TenantModel, [
     return this.amount * this.exchangeRate;
   }
 
+  /**
+   * Receipt subtotal.
+   * @returns {number}
+   */
+  get subtotal() {
+    return this.amount;
+  }
+
+  /**
+   * Receipt subtotal in local currency.
+   * @returns {number}
+   */
+  get subtotalLocal() {
+    return this.localAmount;
+  }
+
+  /**
+   * Discount amount.
+   * @returns {number}
+   */
+  get discountAmount() {
+    return this.discountType === DiscountType.Amount
+      ? this.discount
+      : this.subtotal * (this.discount / 100);
+  }
+
+  /**
+   * Discount percentage.
+   * @returns {number | null}
+   */
+  get discountPercentage(): number | null {
+    return this.discountType === DiscountType.Percentage
+      ? this.discount
+      : null;
+  }
+
+  /**
+   * Receipt total.
+   * @returns {number}
+   */
+  get total() {
+    const adjustmentAmount = defaultTo(this.adjustment, 0);
+
+    return this.subtotal - this.discountAmount - adjustmentAmount;
+  }
+
+  /**
+   * Receipt total in local currency.
+   * @returns {number}
+   */
+  get totalLocal() {
+    return this.total * this.exchangeRate;
+  }
+
   /**
    * Detarmine whether the sale receipt closed.
    * @return {boolean}

packages/server/src/models/TransactionPaymentServiceEntry.ts

@@ -0,0 +1,46 @@
+import TenantModel from 'models/TenantModel';
+
+export class TransactionPaymentServiceEntry extends TenantModel {
+  /**
+   * Table name
+   */
+  static get tableName() {
+    return 'transactions_payment_methods';
+  }
+
+  /**
+   * Json schema of the model.
+   */
+  static get jsonSchema() {
+    return {
+      type: 'object',
+      required: ['paymentIntegrationId'], 
+      properties: {
+        id: { type: 'integer' },
+        referenceId: { type: 'integer' },
+        referenceType: { type: 'string' },
+        paymentIntegrationId: { type: 'integer' },
+        enable: { type: 'boolean' },
+        options: { type: 'object' },
+      },
+    };
+  }
+
+  /**
+   * Relationship mapping.
+   */
+  static get relationMappings() {
+    const { PaymentIntegration } = require('./PaymentIntegration');
+
+    return {
+      paymentIntegration: {
+        relation: TenantModel.BelongsToOneRelation,
+        modelClass: PaymentIntegration,
+        join: {
+          from: 'transactions_payment_methods.paymentIntegrationId',
+          to: 'payment_integrations.id',
+        },
+      },
+    };
+  }
+}

packages/server/src/models/UncategorizedCashflowTransaction.ts

@@ -11,6 +11,12 @@ export default class UncategorizedCashflowTransaction extends mixin(
 ) {
   id!: number;
   date!: Date | string;
+
+  /**
+   * Transaction amount.
+   * Negative represents to spending and positive to deposit/card charge.
+   * @param {number}
+   */
   amount!: number;
   categorized!: boolean;
   accountId!: number;

packages/server/src/models/VendorCredit.ts

@@ -6,26 +6,26 @@ import CustomViewBaseModel from './CustomViewBaseModel';
 import { DEFAULT_VIEWS } from '@/services/Purchases/VendorCredits/constants';
 import ModelSearchable from './ModelSearchable';
 import VendorCreditMeta from './VendorCredit.Meta';
+import { DiscountType } from '@/interfaces';
 
 export default class VendorCredit extends mixin(TenantModel, [
   ModelSetting,
   CustomViewBaseModel,
   ModelSearchable,
 ]) {
+  public amount: number;
+  public exchangeRate: number;
+  public openedAt: Date;
+  public discount: number;
+  public discountType: DiscountType;
+  public adjustment: number;
+
   /**
    * Table name
    */
   static get tableName() {
     return 'vendor_credits';
   }
-
-  /**
-   * Virtual attributes.
-   */
-  static get virtualAttributes() {
-    return ['localAmount'];
-  }
-
   /**
    * Vendor credit amount in local currency.
    * @returns {number}
@@ -34,6 +34,56 @@ export default class VendorCredit extends mixin(TenantModel, [
     return this.amount * this.exchangeRate;
   }
 
+  /**
+   * Vendor credit subtotal.
+   * @returns {number}
+   */
+  get subtotal() {
+    return this.amount;
+  }
+
+  /**
+   * Vendor credit subtotal in local currency.
+   * @returns {number}
+   */
+  get subtotalLocal() {
+    return this.subtotal * this.exchangeRate;
+  }
+
+  /**
+   * Discount amount.
+   * @returns {number}
+   */
+  get discountAmount() {
+    return this.discountType === DiscountType.Amount
+      ? this.discount
+      : this.subtotal * (this.discount / 100);
+  }
+
+  /**
+   * Discount percentage.
+   * @returns {number | null}
+   */
+  get discountPercentage(): number | null {
+    return this.discountType === DiscountType.Percentage ? this.discount : null;
+  }
+
+  /**
+   * Vendor credit total.
+   * @returns {number}
+   */
+  get total() {
+    return this.subtotal - this.discountAmount - this.adjustment;
+  }
+
+  /**
+   * Vendor credit total in local currency.
+   * @returns {number}
+   */
+  get totalLocal() {
+    return this.total * this.exchangeRate;
+  }
+
   /**
    * Model modifiers.
    */
@@ -120,7 +170,21 @@ export default class VendorCredit extends mixin(TenantModel, [
    * Virtual attributes.
    */
   static get virtualAttributes() {
-    return ['isDraft', 'isPublished', 'isOpen', 'isClosed', 'creditsRemaining'];
+    return [
+      'isDraft',
+      'isPublished',
+      'isOpen',
+      'isClosed',
+
+      'creditsRemaining',
+      'localAmount',
+
+      'discountAmount',
+      'discountPercentage',
+
+      'total',
+      'totalLocal',
+    ];
   }
 
   /**

packages/server/src/repositories/AccountRepository.ts

@@ -4,6 +4,7 @@ import { IAccount } from '@/interfaces';
 import { Knex } from 'knex';
 import {
   PrepardExpenses,
+  StripeClearingAccount,
   TaxPayableAccount,
   UnearnedRevenueAccount,
 } from '@/database/seeds/data/accounts';
@@ -247,4 +248,37 @@ export default class AccountRepository extends TenantRepository {
     }
     return result;
   }
+
+
+  /**
+   * Finds or creates the stripe clearing account.
+   * @param {Record<string, string>} extraAttrs 
+   * @param {Knex.Transaction} trx 
+   * @returns 
+   */
+  public async findOrCreateStripeClearing(
+    extraAttrs: Record<string, string> = {},
+    trx?: Knex.Transaction
+  ) {
+    // Retrieves the given tenant metadata.
+    const tenantMeta = await TenantMetadata.query().findOne({
+      tenantId: this.tenantId,
+    });
+    const _extraAttrs = {
+      currencyCode: tenantMeta.baseCurrency,
+      ...extraAttrs,
+    };
+
+    let result = await this.model
+      .query(trx)
+      .findOne({ slug: StripeClearingAccount.slug, ..._extraAttrs });
+
+    if (!result) {
+      result = await this.model.query(trx).insertAndFetch({
+        ...StripeClearingAccount,
+        ..._extraAttrs,
+      });
+    }
+    return result;
+  }
 }

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

@@ -14,6 +14,8 @@ export class AccountTransformer extends Transformer {
    */
   public includeAttributes = (): string[] => {
     return [
+      'accountTypeLabel',
+      'accountNormalFormatted',
       'formattedAmount',
       'flattenName',
       'bankBalanceFormatted',
@@ -84,6 +86,22 @@ export class AccountTransformer extends Transformer {
     return account.plaidItem?.isPaused || false;
   };
 
+  /**
+   * Retrieves formatted account type label.
+   * @returns {string}
+   */
+  protected accountTypeLabel = (account: any): string => {
+    return this.context.i18n.__(account.accountTypeLabel);
+  };
+
+  /**
+   * Retrieves formatted account normal.
+   * @returns {string}
+   */
+  protected accountNormalFormatted = (account: any): string => {
+    return this.context.i18n.__(account.accountNormalFormatted);
+  };
+
   /**
    * Transformes the accounts collection to flat or nested array.
    * @param {IAccount[]}

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

@@ -1,8 +1,9 @@
 import { Service, Inject } from 'typedi';
-import I18nService from '@/services/I18n/I18nService';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { AccountTransformer } from './AccountTransform';
 import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import events from '@/subscribers/events';
 
 @Service()
 export class GetAccount {
@@ -10,10 +11,10 @@ export class GetAccount {
   private tenancy: HasTenancyService;
 
   @Inject()
-  private i18nService: I18nService;
+  private transformer: TransformerInjectable;
 
   @Inject()
-  private transformer: TransformerInjectable;
+  private eventPublisher: EventPublisher;
 
   /**
    * Retrieve the given account details.
@@ -39,10 +40,11 @@ export class GetAccount {
       new AccountTransformer(),
       { accountsGraph }
     );
-    return this.i18nService.i18nApply(
-      [['accountTypeLabel'], ['accountNormalFormatted']],
-      transformed,
-      tenantId
-    );
+    const eventPayload = { tenantId, accountId };
+
+    // Triggers `onAccountViewed` event.
+    await this.eventPublisher.emitAsync(events.accounts.onViewed, eventPayload);
+
+    return transformed;
   };
 }

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

@@ -1,17 +1,16 @@
+import { NextFunction, Request, Response } from 'express';
 import multer from 'multer';
 import type { Multer } from 'multer';
 import multerS3 from 'multer-s3';
 import { s3 } from '@/lib/S3/S3';
 import { Service } from 'typedi';
 import config from '@/config';
-import { NextFunction, Request, Response } from 'express';
 
 @Service()
 export class AttachmentUploadPipeline {
   /**
    * Middleware to ensure that S3 configuration is properly set before proceeding.
    * This function checks if the necessary S3 configuration keys are present and throws an error if any are missing.
-   *
    * @param req The HTTP request object.
    * @param res The HTTP response object.
    * @param next The callback to pass control to the next middleware function.
@@ -49,6 +48,11 @@ export class AttachmentUploadPipeline {
         key: function (req, file, cb) {
           cb(null, Date.now().toString());
         },
+        acl: function(req, file, cb) {
+          // Conditionally set file to public or private based on isPublic flag
+          const aclValue = true ? 'public-read' : 'private';
+          cb(null, aclValue); // Set ACL based on the isPublic flag
+        }
       }),
     });
   }

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

@@ -3,7 +3,7 @@ import { isEmpty } from 'lodash';
 import {
   ISaleInvoiceCreatedPayload,
   ISaleInvoiceCreatingPaylaod,
-  ISaleInvoiceDeletePayload,
+  ISaleInvoiceDeletingPayload,
   ISaleInvoiceEditedPayload,
 } from '@/interfaces';
 import events from '@/subscribers/events';
@@ -146,13 +146,13 @@ export class AttachmentsOnSaleInvoiceCreated {
    */
   private async handleUnlinkAttachmentsOnInvoiceDeleted({
     tenantId,
-    saleInvoice,
+    oldSaleInvoice,
     trx,
-  }: ISaleInvoiceDeletePayload) {
+  }: ISaleInvoiceDeletingPayload) {
     await this.unlinkAttachmentService.unlinkAllModelKeys(
       tenantId,
       'SaleInvoice',
-      saleInvoice.id,
+      oldSaleInvoice.id,
       trx
     );
   }

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

@@ -0,0 +1,9 @@
+import path from 'path';
+import config from '@/config';
+
+export const getUploadedObjectUri = (objectKey: string) => {
+  return new URL(
+    path.join(config.s3.bucket, objectKey),
+    config.s3.endpoint
+  ).toString();
+};

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

@@ -4,11 +4,27 @@ import {
   Institution as PlaidInstitution,
   AccountBase as PlaidAccount,
   TransactionBase as PlaidTransactionBase,
+  AccountType as PlaidAccountType,
 } from 'plaid';
 import {
   CreateUncategorizedTransactionDTO,
   IAccountCreateDTO,
 } from '@/interfaces';
+import { ACCOUNT_TYPE } from '@/data/AccountTypes';
+
+/**
+ * Retrieves the system account type from the given Plaid account type.
+ * @param {PlaidAccountType} plaidAccountType
+ * @returns {string}
+ */
+const getAccountTypeFromPlaidAccountType = (
+  plaidAccountType: PlaidAccountType
+) => {
+  if (plaidAccountType === PlaidAccountType.Credit) {
+    return ACCOUNT_TYPE.CREDIT_CARD;
+  }
+  return ACCOUNT_TYPE.BANK;
+};
 
 /**
  * Transformes the Plaid account to create cashflow account DTO.
@@ -28,7 +44,7 @@ export const transformPlaidAccountToCreateAccount = R.curry(
       code: '',
       description: plaidAccount.official_name,
       currencyCode: plaidAccount.balances.iso_currency_code,
-      accountType: 'cash',
+      accountType: getAccountTypeFromPlaidAccountType(plaidAccount.type),
       active: true,
       bankBalance: plaidAccount.balances.current,
       accountMask: plaidAccount.mask,

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

@@ -1,14 +1,7 @@
 import { Inject, Service } from 'typedi';
 import { Knex } from 'knex';
-import {
-  ILedgerEntry,
-  ICashflowTransaction,
-  AccountNormal,
-} from '../../interfaces';
-import {
-  transformCashflowTransactionType,
-  getCashflowAccountTransactionsTypes,
-} from './utils';
+import { ILedgerEntry, ICashflowTransaction } from '../../interfaces';
+import { transformCashflowTransactionType } from './utils';
 import LedgerStorageService from '@/services/Accounting/LedgerStorageService';
 import Ledger from '@/services/Accounting/Ledger';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
@@ -70,7 +63,7 @@ export default class CashflowTransactionJournalEntries {
       debit: cashflowTransaction.isCashDebit
         ? cashflowTransaction.localAmount
         : 0,
-      accountNormal: AccountNormal.DEBIT,
+      accountNormal: cashflowTransaction?.cashflowAccount?.accountNormal,
       index: 1,
     };
   };
@@ -143,6 +136,7 @@ export default class CashflowTransactionJournalEntries {
     // Retrieves the cashflow transactions with associated entries.
     const transaction = await CashflowTransaction.query(trx)
       .findById(cashflowTransactionId)
+      .withGraphFetched('cashflowAccount')
       .withGraphFetched('creditAccount');
 
     // Retrieves the cashflow transaction ledger.

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

@@ -4,6 +4,7 @@ import { CashflowAccountTransformer } from './CashflowAccountTransformer';
 import TenancyService from '@/services/Tenancy/TenancyService';
 import DynamicListingService from '@/services/DynamicListing/DynamicListService';
 import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
+import { ACCOUNT_TYPE } from '@/data/AccountTypes';
 
 @Service()
 export default class GetCashflowAccountsService {
@@ -41,14 +42,20 @@ export default class GetCashflowAccountsService {
     const accounts = await CashflowAccount.query().onBuild((builder) => {
       dynamicList.buildQuery()(builder);
 
-      builder.whereIn('account_type', ['bank', 'cash']);
+      builder.whereIn('account_type', [
+        ACCOUNT_TYPE.BANK,
+        ACCOUNT_TYPE.CASH,
+        ACCOUNT_TYPE.CREDIT_CARD,
+      ]);
       builder.modify('inactiveMode', filter.inactiveMode);
     });
     // Retrieves the transformed accounts.
-    return this.transformer.transform(
+    const transformed = await this.transformer.transform(
       tenantId,
       accounts,
       new CashflowAccountTransformer()
     );
+
+    return transformed;
   }
 }

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

@@ -12,7 +12,7 @@ export class GetCashflowTransactionService {
   private tenancy: HasTenancyService;
 
   @Inject()
-  private transfromer: TransformerInjectable;
+  private transformer: TransformerInjectable;
 
   /**
    * Retrieve the given cashflow transaction.
@@ -37,7 +37,7 @@ export class GetCashflowTransactionService {
     this.throwErrorCashflowTranscationNotFound(cashflowTransaction);
 
     // Transformes the cashflow transaction model to POJO.
-    return this.transfromer.transform(
+    return this.transformer.transform(
       tenantId,
       cashflowTransaction,
       new CashflowTransactionTransformer()

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

@@ -122,6 +122,7 @@ export default class NewCashflowTransactionService {
    * @param {number} tenantId -
    * @param {ICashflowOwnerContributionDTO} ownerContributionDTO
    * @param {number} userId - User id.
+   * @returns {Promise<ICashflowTransaction>}
    */
   public newCashflowTransaction = async (
     tenantId: number,

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

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

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

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

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

@@ -20,6 +20,10 @@ export class ChromiumlyTenancy {
     properties?: PageProperties,
     pdfFormat?: PdfFormat
   ) {
-    return this.htmlConvert.convert(tenantId, content, properties, pdfFormat);
+    const parsedProperties = {
+      margins: { top: 0, bottom: 0, left: 0, right: 0 },
+      ...properties,
+    }
+    return this.htmlConvert.convert(tenantId, content, parsedProperties, pdfFormat);
   }
 }

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

@@ -59,7 +59,7 @@ export default class CreateCreditNote extends BaseCreditNotes {
       creditNoteDTO.entries
     );
     // Transformes the given DTO to storage layer data.
-    const creditNoteModel = this.transformCreateEditDTOToModel(
+    const creditNoteModel = await this.transformCreateEditDTOToModel(
       tenantId,
       creditNoteDTO,
       customer.currencyCode

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

@@ -0,0 +1,51 @@
+import { Inject } from 'typedi';
+import { GetPdfTemplate } from '../PdfTemplate/GetPdfTemplate';
+import { defaultCreditNoteBrandingAttributes } from './constants';
+import { mergePdfTemplateWithDefaultAttributes } from '../Sales/Invoices/utils';
+import { GetOrganizationBrandingAttributes } from '../PdfTemplate/GetOrganizationBrandingAttributes';
+
+export class CreditNoteBrandingTemplate {
+  @Inject()
+  private getPdfTemplateService: GetPdfTemplate;
+
+  @Inject()
+  private getOrgBrandingAttributes: GetOrganizationBrandingAttributes;
+
+  /**
+   * Retrieves the credit note branding template.
+   * @param {number} tenantId
+   * @param {number} templateId
+   * @returns {}
+   */
+  public async getCreditNoteBrandingTemplate(
+    tenantId: number,
+    templateId: number
+  ) {
+    const template = await this.getPdfTemplateService.getPdfTemplate(
+      tenantId,
+      templateId
+    );
+    // Retrieves the organization branding attributes.
+    const commonOrgBrandingAttrs =
+      await this.getOrgBrandingAttributes.getOrganizationBrandingAttributes(
+        tenantId
+      );
+    // Merges the default branding attributes with common organization branding attrs.
+    const organizationBrandingAttrs = {
+      ...defaultCreditNoteBrandingAttributes,
+      ...commonOrgBrandingAttrs,
+    };
+    const brandingTemplateAttrs = {
+      ...template.attributes,
+      companyLogoUri: template.companyLogoUri,
+    };
+    const attributes = mergePdfTemplateWithDefaultAttributes(
+      brandingTemplateAttrs,
+      organizationBrandingAttrs
+    );
+    return {
+      ...template,
+      attributes,
+    };
+  }
+}

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

@@ -18,6 +18,11 @@ export class CreditNoteTransformer extends Transformer {
       'formattedAmount',
       'formattedCreditsUsed',
       'formattedSubtotal',
+      'discountAmountFormatted',
+      'discountPercentageFormatted',
+      'adjustmentFormatted',
+      'totalFormatted',
+      'totalLocalFormatted',
       'entries',
       'attachments',
     ];
@@ -83,6 +88,63 @@ export class CreditNoteTransformer extends Transformer {
     return formatNumber(credit.amount, { money: false });
   };
 
+  /**
+   * Retrieves formatted discount amount.
+   * @param credit 
+   * @returns {string}
+   */
+  protected discountAmountFormatted = (credit): string => {
+    return formatNumber(credit.discountAmount, {
+      currencyCode: credit.currencyCode,
+      excerptZero: true,
+    });
+  };
+
+  /**
+   * Retrieves formatted discount percentage.
+   * @param credit 
+   * @returns {string}
+   */
+  protected discountPercentageFormatted = (credit): string => {
+    return credit.discountPercentage
+      ? `${credit.discountPercentage}%`
+      : '';
+  };
+
+  /**
+   * Retrieves formatted adjustment amount.
+   * @param credit 
+   * @returns {string}
+   */
+  protected adjustmentFormatted = (credit): string => {
+    return this.formatMoney(credit.adjustment, {
+      currencyCode: credit.currencyCode,
+      excerptZero: true,
+    });
+  };
+
+  /**
+   * Retrieves the formatted total.
+   * @param credit 
+   * @returns {string}
+   */
+  protected totalFormatted = (credit): string => {
+    return formatNumber(credit.total, {
+      currencyCode: credit.currencyCode,
+    });
+  };
+
+  /**
+   * Retrieves the formatted total in local currency.
+   * @param credit 
+   * @returns {string}
+   */
+  protected totalLocalFormatted = (credit): string => {
+    return formatNumber(credit.totalLocal, {
+      currencyCode: credit.currencyCode,
+    });
+  };
+
   /**
    * Retrieves the entries of the credit note.
    * @param {ICreditNote} credit

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

@@ -2,6 +2,7 @@ import { Service, Inject } from 'typedi';
 import moment from 'moment';
 import { omit } from 'lodash';
 import * as R from 'ramda';
+import composeAsync from 'async/compose';
 import { ServiceError } from '@/exceptions';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { ERRORS } from './constants';
@@ -16,6 +17,7 @@ import AutoIncrementOrdersService from '@/services/Sales/AutoIncrementOrdersServ
 import { WarehouseTransactionDTOTransform } from '@/services/Warehouses/Integrations/WarehouseTransactionDTOTransform';
 import { BranchTransactionDTOTransform } from '@/services/Branches/Integrations/BranchTransactionDTOTransform';
 import { assocItemEntriesDefaultIndex } from '../Items/utils';
+import { BrandingTemplateDTOTransformer } from '../PdfTemplate/BrandingTemplateDTOTransformer';
 
 @Service()
 export default class BaseCreditNotes {
@@ -34,17 +36,20 @@ export default class BaseCreditNotes {
   @Inject()
   private warehouseDTOTransform: WarehouseTransactionDTOTransform;
 
+  @Inject()
+  private brandingTemplatesTransformer: BrandingTemplateDTOTransformer;
+
   /**
    * Transformes the credit/edit DTO to model.
    * @param {ICreditNoteNewDTO | ICreditNoteEditDTO} creditNoteDTO
    * @param {string} customerCurrencyCode -
    */
-  protected transformCreateEditDTOToModel = (
+  protected transformCreateEditDTOToModel = async (
     tenantId: number,
     creditNoteDTO: ICreditNoteNewDTO | ICreditNoteEditDTO,
     customerCurrencyCode: string,
     oldCreditNote?: ICreditNote
-  ): ICreditNote => {
+  ): Promise<ICreditNote> => {
     // Retrieve the total amount of the given items entries.
     const amount = this.itemsEntriesService.getTotalItemsEntries(
       creditNoteDTO.entries
@@ -83,10 +88,18 @@ export default class BaseCreditNotes {
       refundedAmount: 0,
       invoicesAmount: 0,
     };
+    const initialAsyncDTO = await composeAsync(
+      // Assigns the default branding template id to the invoice DTO.
+      this.brandingTemplatesTransformer.assocDefaultBrandingTemplate(
+        tenantId,
+        'CreditNote'
+      )
+    )(initialDTO);
+
     return R.compose(
       this.branchDTOTransform.transformDTO<ICreditNote>(tenantId),
       this.warehouseDTOTransform.transformDTO<ICreditNote>(tenantId)
-    )(initialDTO);
+    )(initialAsyncDTO);
   };
 
   /**

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

@@ -63,7 +63,7 @@ export default class EditCreditNote extends BaseCreditNotes {
       creditNoteEditDTO.entries
     );
     // Transformes the given DTO to storage layer data.
-    const creditNoteModel = this.transformCreateEditDTOToModel(
+    const creditNoteModel = await this.transformCreateEditDTOToModel(
       tenantId,
       creditNoteEditDTO,
       customer.currencyCode,